Matthew Michel Montalbano

Current Employers

Employment History

• 03/2008 → Present
  Rbc Capital Markets, Llc
  Rockford, IL
• 07/2018 → Present
  City National Bank
  Rockford, IL

Previous Registrations

• 2004-07-30 → 2005-10-25
  Wells Fargo Clearing Services, Llc
  Rockford, IL
• 2004-03-08 → 2004-08-19
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
• 2004-07-30 → 2004-07-30
  Wells Fargo Clearing Services, Llc
  Rockford, IL

Other Businesses

(1) Name: The Workforce Connection Non-investment related Address: 303 N Main Street Rockford, IL 61101 Nature of Business: The Workforce Connection is committed to providing a workforce that meets the needs of the business Position/Title/Relationship: Board of Directors * Start Date: 09/01/22 Hours devoted: 0.25 Hours during securities trading hours: 0.25 Duties: I may be voting on contracts and budgets, where to best allocate the agencies money. (2) NAME OF ENTITY: University of Iowa ADDRESS: 108 John Pappajohn Business Building Iowa City Iowa 52242 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: Jul 31, 2026 CAPACITY: Other DUTIES: The purpose of the Finance Advisory Council is to help the Tippie Finance Department develop and maintain close relationships within the finance industry. in addition, the FAC helps the department achieve its mission and vision by providing necessary guidance and assistance. These objectives include, the Council as a community builder, the Council as a resource and the Council as a center of influence. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-05
• S63 Uniform Securities Agent State Law Examination
  1998-05-04

Designations

Other Names

• Monty Montalbano