Jesse Moncur

Helping Ambitious People Grow Their Wealth

Role
Associate at Evergreen Capital
Location
Newport Beach, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jesse Moncur

I help high earners build their first $1 million in investable wealth, without feeling…

Experience

  1. Associate

    Evergreen Capital

    Aug 2025 — Present · Newport Beach, CA, US

    Directly support the Managing Partner at Evergreen Capital in sourcing deals, engaging investors, and managing client relationships. Build and optimize internal systems including CRM, reporting tools, and operational workflows to improve efficiency and support growth.

Education

  • Brigham Young University–Hawaii

    Bachelor of Science - BS, Business Management, Marketing

  • Brigham Young University–Hawaii

    Minors in Entrepreneurship, Film, and Health and Human Performance

  • Harvard Business School

    Summer Venture in Management Program

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Jesse Moncur — Associate at Evergreen Capital in Newport Beach, CA, US | Unifers