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Jessica Beltman
Operations in Fintech
Jessica Beltman is the Operations Manager at Montcalm TCR, a San Francisco-based wealth management and capital markets trading firm.12 In her role, she manages Montcalm's administrative and investment operations, ensuring that clients' immediate needs are met and enabling the rest of the team to provide the best service possible.1
Professional Background
Jessica has over ten years of experience in the financial services industry.13 Her career includes:
- Experience in financial technology, including four years scaling a fast-paced startup3
- Roles in operations at a fintech startup
- Special projects at nonprofits such as Kiva, the Maasai Migrants Project, and the Chijnaya Foundation1
Education
Jessica's educational background includes:
- MA in Anthropology from San Francisco State University, focusing on film and Maasai women's educational empowerment
- BA in Mass Communications from the University of South Carolina, with a focus on photojournalism and graphic design1
Personal Interests
In her spare time, Jessica enjoys:
- Hiking
- Traveling to learn about different cultures
- Dining out with friends1
Jessica's diverse background in finance, technology, and anthropology, combined with her operational expertise, makes her well-suited for her role at Montcalm TCR, a firm that blends expert investing with new economy sustainability and independent vision.2
