Records Supervisor at Montgomery Securities - San Francisco, California, United States
Montgomery Securities is a digital investment bank that is focused on the financial technology sector. We also provide high-quality alternative investment opportunities to investors, tailored based on each investor's interest.We consult entrepreneurs and originate, structure and distribute their high-quality debt, equity and fund investments to domestic and international institutions, family offices, and high net-worth individuals.Montgomery utilizes technology in the business consulting, sourcing, origination, on-boarding, analysis, processing, creation and distribution of its products to lower costs, reduce time and improve the quality of results.