Mike Upman Email & Phone Number
Director of Customer Strategy, Financial Services and Partnerships @ Stackline
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Mike Upman Location
- New York, NY, US
Mike Upman Work
- 2023 -now Director of Customer Strategy, Financial Services and Partnerships @
- 2020 -2023 Strategic Account Manager, Financial Services @
- 2019 -2020 Customer Success Manager @
- 2018 -2019 Director of Business Development @
- 2015 -2018 Vice President of Relationship Management @
- 2014 -2015 Hedge Fund Consultant @
- 2012 -2014 Licensed Relationship Manager @
- 2010 -2012 College Internship - Investment Analyst @ GreyStone Investment Fund
Mike Upman Education
- NYU Stern School of Business
Certificate in Alternative Investments (Venture Capital, Private Equity, Real Estate, & Derivatives)
2020-2021 - Marist University
Bachelor of Science (BS) (Business Administration and Management, Finance)
2008-2012 - North Rockland High School 2004-2008
Mike Upman Skills
- Business Strategy
- Start-ups
- Consulting
- Hedge Funds
- Financial Analysis
- Social Media
- Financial Modeling
- Investments
- Portfolio Management
- Equity Research
- Financial Reporting
- Strategic Financial Planning
- Business Analytics
- Project Management
- Finance
- Securities
- Trading
- Sales
- Strategy
- P&L Management
- Electronic Trading
- Information Technology
- Microsoft Excel
- Microsoft Office
- Bloomberg Terminal
- Microsoft Word
- Outlook
- Trading Systems
- Customer Service
- Leadership
- Public Speaking
- Management
- Problem Solving
- Team Leadership
- Cross-functional Team Leadership
- Business Relationship Management
- Portfolio Optimization
- Financial Statement Analysis
- Business Growth Strategies
- New York State Life and Health Insurance License
- Managerial Skills
- Investment Portfolio
- RegTech
- Networking
- Startup Development
Mike Upman Summary
- Mike Upman, based in New York, NY, US, is currently a Director of Customer Strategy, Financial Services and Partnerships at Stackline. Mike Upman brings experience from previous roles at CB Insights, ACA Technology and ENSO Financial Analytics. Mike Upman holds a 2020 - 2021 Certificate in Alternative Investments in Venture Capital, Private Equity, Real Estate, & Derivatives @ NYU Stern School of Business. With a robust skill set that includes Business Strategy, Start-ups, Consulting, Hedge Funds, Financial Analysis and more. Mike Upman has 1 emails and 1 mobile phone numbers on RocketReach.
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