First Western Trust
Jesica Montgomery is an accomplished professional with extensive experience in operations and human capital management within the financial services sector. Currently serving as Executive Director of Operations & Human Capital at First Western Trust, Jesica has previously held multiple senior roles at Raymond James Bank, including Senior Project Manager, where strategic planning and project management were key focuses. Jesica's consulting background includes owning Montgomery Financial Consulting, LLC, and significant accounting and operational leadership positions at Redwood Trust, Aurora Commercial Corp, and JPMorgan Chase, among others. An alumnus of Purdue University with a Bachelor of Science in Accounting and Finance, Jesica has a proven track record of fostering collaboration, improving operational efficiency, and managing complex financial portfolios.
First Western Trust
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First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.