Jay Wong Email & Phone Number
Founder and Managing Partner @ Stepmark Partners
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Jay Wong Location
- San Francisco, CA, US
Jay Wong Work
- 2024 -now Founder and Managing Partner @
- 2022 -2024 Director, Technology Investment Banking (Led AI coverage) @
- 2018 -2022 Vice President, Mergers and Acquisitions @
- 2015 -2018 Associate, Investment Banking @
- 2011 -2013 Senior Financial Analyst, Technology FP and A (joined pre-IPO and helped with the IPO process) @
- 2009 -2011 Financial Analyst, Technology FP and A @
- 2007 -2009 Financial Statement Auditor (Technology sector) @
Jay Wong Education
- Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
- University of Toronto - Rotman School of Management
Bachelor of Commerce (B.Comm.) (Finance, Accounting, Economics)
Jay Wong Skills
- Corporate Development
- Business Strategy
- Valuation Modeling
- Due Diligence
- Complex Transactions
- Client Services
- New Business Development
- Company Valuation
- Business Valuation
- Performance Benchmarking
- Shareholder Activism
- Initial Public Offerings (IPO)
- Leveraged Finance
- Project Management
- Contract Negotiation
- Strategy
- Financial Advisory
- Business Development
- Variance Analysis
- Business Analysis
- Financial Planning and Analysis (FP&A)
- Budgeting
- Analytical Skills
- Mergers & Acquisitions (M&A)
- Finance
- Financial Modeling
- Financial Analysis
- Strategic Financial Planning
- Forecasting
- Management
- Analysis
- Corporate Finance
- Financial Reporting
- US GAAP
- Budgets
- GAAP
- Sarbanes-Oxley Act
- Financial Planning
- Auditing
- Accounting
- Executive Management
- Revenue Recognition
- Mergers & Acquisitions
- Investment Banking
- Valuation
- IPO
- Banking
- Sarbanes Oxley Act
- Mergers and Acquisitions
Jay Wong Summary
- Jay Wong, based in San Francisco, CA, US, is currently a Founder and Managing Partner at Stepmark Partners. Jay Wong brings experience from previous roles at SVB Securities, Bank of America Merrill Lynch, Jefferies and Zynga. Jay Wong holds a Master of Business Administration (MBA) @ Carnegie Mellon University - Tepper School of Business. With a robust skill set that includes Corporate Development, Business Strategy, Valuation Modeling, Due Diligence, Complex Transactions and more. Jay Wong has 5 emails and 4 mobile phone numbers on RocketReach.
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