CEO and Managing Partner of Montgomery Securities and Managing Director at CZ Securities providing investment banking services to financial technology companies, including the private placement and underwriting debt and equity securities, and mergers and acquisitions.. Most recently, I was a Managing Director at US Capital Global responsible for. providing investment banking services to growth stage companies across a broad range of industries and distribution of both traditional and digital equity and debt securities.. Previously, I served as a Managing Director at Columbia Capital Securities, Inc. and Angeles Capital Group, LLC, where I provided strategic advisory, private placements, and M&A advisory services. He also served at Allen and Associates, LLC, a boutique corporate finance advisory firm.. Prior to this, I held senior executive, business development, and financial analyst positions with firms in the specialty retail, media and entertainment, manufacturing and logistics industries.. I graduated magna cum laude with a BS in Business Administration and a minor in Economics from California State University, Los Angeles. After graduating, I studied at National Taiwan Normal University’s Mandarin Training Center.. Additionally, I have collaborated with a charity called Operation Hope, in which he helped provide financial literacy training and volunteered for a program called “Banking on Our Future.”
