J. Woodson Email & Phone Number

IB Managing Director, Financial Technology and Services Investment Banking @ KBW

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J. Woodson Location

New York, NY, US

J. Woodson Work

IB Managing Director, Financial Technology and Services Investment Banking @ (December 2025 - Present)
Managing Director, Investment Banking, FinTech and Real Estate Technology @ (May 2023 - December 2025)
Managing Director, Investment Banking, FinTech and Real Estate Technology Industry Coverage @ (April 2022 - February 2023)
Director, Investment Banking, FinTech and Real Estate Technology Industry Coverage @ (July 2020 - April 2022)
Vice President, Investment Banking, FinTech Industry Coverage @ (May 2017 - June 2020)
Vice President, Investment Banking @ (July 2013 - April 2017)
Vice President, Investment Banking @ Johnsen, Fretty & Company (June 2005 - June 2013)

J. Woodson Education

UNC Kenan-Flagler Business School
Bachelor of Science (B.S.) (Business Administration)

J. Woodson Skills

Capital Raising
Mergers & Acquisitions (M&A)
Equity Capital Markets
Debt Financing
Industry Coverage
Mergers & Acquisitions
Investment Banking
Corporate Finance
Valuation
Private Equity
Investments
Financial Analysis
Real Estate
Financial Services
Private Placements
Finance
Marketing
Portfolio Management
Strategic Financial Planning
Business Development
Series 7
Social Media
Public Speaking
Sales
Microsoft Office
Customer Service
Mergers and Acquisitions
Research

J. Woodson Summary

J. Woodson, based in New York, NY, US, is currently a IB Managing Director, Financial Technology and Services Investment Banking at KBW. J. Woodson brings experience from previous roles at Capstone Partners and Truist Securities. J. Woodson holds a Bachelor of Science (B.S.) in Business Administration @ UNC Kenan-Flagler Business School. With a robust skill set that includes Capital Raising, Mergers & Acquisitions (M&A), Equity Capital Markets, Debt Financing, Industry Coverage and more. J. Woodson has 1 emails and 1 mobile phone numbers on RocketReach.

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