Nelly Montoya is a highly organized and motivated financial services industry analyst who specializes in providing assurance services to private equity funds, SBIC funds, investment advisers, proprietary trading firms, and broker-dealers. With over a decade of experience in the field, Nelly is a self-starter who works well under pressure and has a keen eye for economic, business, and technology trends shaping the industry.

Nelly is an alumna of both the Saïd Business School at the University of Oxford, where she studied Fintech, and the Gies College of Business at the University of Illinois Urbana-Champaign, where she earned a BS in Accountancy with Honors. Prior roles include Senior Associate, Associate, Senior Accountant, Assurance Supervisor, Assurance Manager, and Assurance Senior Manager at RSM US LLP, along with a stint as a Staff Accountant at Howe Barnes Hoefer & Arnett and Raymond James Financial Inc.

In her current role as Financial Services Senior Analyst at RSM US LLP, Nelly helps middle-market financial services leaders move forward with confidence by forecasting and communicating economic, business, and technology trends impacting the industry.