Thomas Yan

Thomas Yan Email and Phone Number

Technology Banking Associate @ J.P. Morgan @ Galvanize
New York, New York, United States
Thomas Yan's Location
San Francisco, California, United States, United States
Thomas Yan's Contact Details

Thomas Yan personal email

n/a

Thomas Yan phone numbers

About Thomas Yan

Tech Banking Associate @ JPM. I am passionate about learning, as well as understanding and applying different perspectives. My professional interests lie in corporate banking, corporate development and strategy, and technology. I am also interested in sustainability, and hope to be able to leverage sustainable/conservation financing to promote economic development in the future. In my spare time, I enjoy traveling, hiking, and playing ultimate frisbee.

Thomas Yan's Current Company Details
Galvanize

Galvanize

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Technology Banking Associate @ J.P. Morgan
New York, New York, United States
Employees:
80
Thomas Yan Work Experience Details
  • Galvanize
    Galvanize
    New York, New York, United States
  • J.P. Morgan
    Technology Global Corporate Banking Associate
    J.P. Morgan Feb 2023 - Present
    New York, Ny, Us
  • J.P. Morgan
    Technology Corporate Client Banking Analyst
    J.P. Morgan Jun 2020 - Jan 2023
    New York, Ny, Us
    Corporate Client Banking / Leveraged Finance, Technology Coverage
  • Crowdout Capital
    Finance Intern
    Crowdout Capital Sep 2019 - Dec 2019
    Middle-market direct lending syndication platform• Prepared eight credit memorandums for proposed investments totaling $89mm in consumer, healthcare, and infrastructure industries• Modeled store-level sales and rent schedules for 44 corporate and franchised locations based on historical data and legal documents• Produced a case study detailing the development of the BDC industry since 2009 and the effect of BDC size on loan pricing yields
  • J.P. Morgan
    Technology Corporate Client Banking Summer Analyst
    J.P. Morgan Jun 2019 - Aug 2019
    New York, Ny, Us
    Corporate Client Banking / Leveraged Finance, Technology Coverage
  • Quake Capital Partners
    Junior Venture Associate
    Quake Capital Partners Sep 2018 - May 2019
    Austin, Tx, Us
    Venture capital firm specializing in early stage investmentsForbes - Top 10 Lead Investor, 2018 | Top 10 Seed Investor, 2018Crunchbase – 2nd Most Active Investor for Female Founders, 2018• Conducted due diligence on 350+ early-stage startups for three accelerator locations, focused on product, traction, and fit evaluation• Assisted 15 Austin-based startups on an ad-hoc basis with financial forecasting and modeling, helping solidify their financials• Audited 21 cohort companies, reviewed financial statements, and prepared information for an external auditing firm• Built out market sizing analyses and portfolio return comparable sets, providing strategic insight for investors and partners
  • Visio Lending
    Business Development Consultant
    Visio Lending Sep 2018 - Dec 2018
    Austin, Tx, Us
    Financial services firm providing lending to rental property investors• Revamped marketing strategy and client-facing materials to increase loan process transparency and accessibility• Analyzed 34 search results to identify competitors and keywords for best practice search engine optimization• Critiqued 28 client-facing website tabs and suggested design improvements to increase visitor traffic• Gained exposure to capital markets functions, risk allocations, and loan origination and pipeline processes
  • Usaa
    Capital Markets & Securitization Intern
    Usaa May 2018 - Aug 2018
    San Antonio, Texas, Us
    • Supported $400M Medium-Term Note issuance and presented historical investor analysis to improve future outreach• Analyzed 18 bank partners in a $2.5B credit facility to assist senior management decisions on key enterprise functions• Improved return on capital calculations to more accurately capture bank returns from Basel III capital requirements• Gained exposure to external banking partners providing services in DCM, Treasury Services, ABS, and Catastrophe Bond areas• Provided insight for an internal process excellence automation project, and helped automation team understand bank book reporting process
  • Kapronasia
    Fintech Research Intern
    Kapronasia May 2017 - Jul 2017
    Singapore, Sg
    Research and consulting firm specializing in the Asian fintech industry• Drafted major client reports on banking, insurance, and digital payments industries, totaling $30,000 in revenue• Researched fintech, mobile payments, consumer spending trends, and cryptocurrencies for published industry reports• Created, translated, and edited 80+ graphics and charts for use in client deliverables and presentations• Wrote biweekly market commentaries on regtech and Asian ICO developments to increase company outreach• Consolidated Kapronasia’s research data results into a more easily searchable file hierarchy
  • Student Activity Center, University Unions
    Student Ambassador
    Student Activity Center, University Unions Jan 2017 - May 2017
    • Assisted over 14,000 daily visitors throughout the Student Activities Center with various building services• Provided support in the SAC for UT’s 200 student organizations, connecting university resources with student activities• Managed official Student Activities Center communications and promotions, targeted at a 50,000-member student body
  • Guardian Energy Management Solutions
    Operations Intern
    Guardian Energy Management Solutions Jun 2015 - Jul 2015
    Marlborough, Massachusetts, Us
    Energy management company focused on delivering cost-saving, sustainable solutions to commercial and municipal building operators and owners• Managed 20 company projects through Zoho and facilitated retrofit incentive reimbursements to cover project costs• Processed daily vendor orders and coordinated with subcontractors regarding 15 work sites to facilitate operations• Produced monthly company newsletters and weekly website updates for the marketing department, increasing outreach

Thomas Yan Skills

Microsoft Office Zoho Salesforce.com Java Leadership Microsoft Powerpoint Microsoft Excel Public Speaking Research Financial Analysis Microsoft Word Financial Modeling Valuation Finance Adobe Photoshop Venture Capital Financial Accounting Due Diligence Capital Iq Bloomberg Terminal Bloomberg Factset

Thomas Yan Education Details

  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Finance
  • Acton-Boxborough Regional High School
    Acton-Boxborough Regional High School
  • Financial Edge Training
    Financial Edge Training

Frequently Asked Questions about Thomas Yan

What company does Thomas Yan work for?

Thomas Yan works for Galvanize

What is Thomas Yan's role at the current company?

Thomas Yan's current role is Technology Banking Associate @ J.P. Morgan.

What is Thomas Yan's email address?

Thomas Yan's email address is ty****@****rgy.com

What is Thomas Yan's direct phone number?

Thomas Yan's direct phone number is +150859*****

What schools did Thomas Yan attend?

Thomas Yan attended Texas Mccombs School Of Business, Acton-Boxborough Regional High School, Financial Edge Training.

What are some of Thomas Yan's interests?

Thomas Yan has interest in Sustainability, Cooking, Spotify Tastemaking, Traveling, Technology, Running, Ultimate Frisbee, Food.

What skills is Thomas Yan known for?

Thomas Yan has skills like Microsoft Office, Zoho, Salesforce.com, Java, Leadership, Microsoft Powerpoint, Microsoft Excel, Public Speaking, Research, Financial Analysis, Microsoft Word, Financial Modeling.

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