Mike Upman

Mike Upman has a comprehensive work history in the financial services industry. Mike is currently the Director of Client Engagement, Financial Services at Stackline, where they utilize market insights and revenue metrics to determine success or failure. Prior to this role, they worked at CB Insights as a Strategic Account Manager, engaging with global Fortune 1000 companies and venture capital firms. Mike also served as a Customer Success Manager at CB Insights. At ACA Technology, they were the Director of Business Development, exceeding sales goals and driving company revenue. Mike has also held positions at ENSO Financial Analytics as Vice President of Relationship Management, Eze Software Group as a Hedge Fund Consultant, KeyBank as a Licensed Relationship Manager, and GreyStone Investment Fund as an Investment Analyst during their college internship.

Mike Upman earned a Certificate in Alternative Investments from NYU Stern School of Business in 2021. Prior to that, they obtained a Bachelor of Science degree in Business Administration and Management, Finance from Marist College in 2012. Mike'shigh school education was completed at North Rockland High School from 2004 to 2008. In addition to their degrees, Mike Upman holds two certifications, the FINRA SERIES 6 License and the FINRA SERIES 63 License, from the Financial Industry Regulatory Authority.