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Jay Wong Email & Phone Number
Founder and Managing Partner
at
Stepmark Partners
1 work email found
@stepmark.ai
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Managing Partner
Location
San Francisco, California, United States
Company size
Who is Jay Wong? Overview
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Quick answer
Jay Wong is listed as Founder and Managing Partner at Stepmark Partners, a company with 3 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at stepmark.ai and a matched LinkedIn profile for Jay Wong.
Jay Wong previously worked as Investment banker focused on the AI industry | Founder & Managing Partner at Openai and Investor at Openai. Jay Wong holds Master Of Business Administration (Mba) from Carnegie Mellon University - Tepper School Of Business.
Company email context
Email format at Stepmark Partners
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{first}@stepmark.ai
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Profile bio
About Jay Wong
With over 15 years of experience in investment banking and technology, I'm passionate about helping companies leverage the power of AI in creating value and achieving their goals. I founded Stepmark Partners, the sole investment bank dedicated exclusively to the AI industry, to assist my clients in developing and executing strategic plans that align with their long-term vision. Prior to launching Stepmark Partners in 2024, I was a senior investment banker at Silicon Valley Bank Securities where I led sector coverage for the AI industry. I was responsible for covering over 50 high-growth clients across tech (software and consumer internet) and private equity, and leading teams to execute strategic transactions (M&A and take-privates) and financings.Prior to joining Silicon Valley Bank Securities in 2022, I was a Senior Vice President in the Mergers & Acquisitions group at Bank of America Securities and an investment banker at Jefferies. Previously, I was a member of the corporate finance teams at Zynga (joined pre-IPO) and eBay. I started my career at Ernst & Young and am a California-licensed CPA (inactive). I earned a B. Comm. in Finance and Economics from the Rotman School of Management at the University of Toronto and an M.B.A. from the Tepper School of Business at Carnegie Mellon University. While in business school, I served as the President of the Graduate Finance Association (GFA) and as the Co-Editor of Robber Barons, a weekly satirical student magazine.Investment Banking Services and Securities offered through Independent Investment Bankers Corp. a broker-dealer, Member FINRA (https://www.finra.org) / SIPC (https://www.sipc.org). Stepmark Partners LLC is not affiliated with Independent Investment Bankers Corp.
Listed skills include Finance, Financial Modeling, Financial Analysis, Strategic Financial Planning, and 18 others.
Current workplace
Jay Wong's current company
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Stepmark Partners
11 roles · 19 years
Jay Wong work experience
A career timeline built from the work history available for this profile.
Investment Banker Focused On The Ai Industry | Founder & Managing Partner
Founder And Managing Partner
CurrentI started Stepmark Partners because I believe in the transformative power of AI and its potential to benefit our lives. We assist our clients in developing and executing strategic M&A plans that align with their long-term vision.
Mar 2024 - Present
2024 - Present
~2 yrs 4 mos
2024 - Present
~2 yrs 4 mos
Director, Technology Investment Banking (Led Ai Coverage)
- I led sector coverage for the AI industry. Responsible for covering over 50 high-growth clients across tech (software and consumer internet) and private equity.
- Sourced and managed relationships within the internet, enterprise software, and AI industries
- Led teams to execute strategic transactions (M&A and take-privates) and financings
2022 - 2024
~2 yrs
Vice President, Mergers & Acquisitions
- Provided transaction-related strategic advice to publicly traded and emerging growth companies across technology, consumer and retail, healthcare, and industrial verticals. Announced over 10 transactions with combined.
- Advised C-suite executives and boards on strategic options; counseled clients on development of potential acquisition targets, approach tactics and process timeline, potential interlopers, and financing strategies
- Reviewed and negotiated NDAs, engagement letters, and purchase agreements
2018 - 2022
~4 yrs
Associate, Investment Banking
- Covered over 30 clients across the U.S. and Canada. Announced over 20 transactions.
- Prepared leveraged buyout, take-private, public and private merger, and “firepower” analyses
- Led 2-5 person junior bankers in executing M&A and capital raises
2015 - 2018
~3 yrs
Senior Financial Analyst, Technology Fp&A (Joined Pre-Ipo And Helped With The Ipo Process)
- Sole finance partner to the CIO to manage the group’s annual budget of over $300 million and over 200 headcount.
- Managed company-wide technology budget and delivered clear explanations regarding deviations (budget vs. actual); received performance-related spot bonus
- Prepared and reviewed financial disclosures included in the S-1 and first public company earnings script
2011 - 2013
~2 yrs
Financial Analyst, Technology Fp&A
- Supported the technology infrastructure organization and its annual budget of $1 billion. Responsible for managing the budget of eBay’s largest data center buildout in Salt Lake City, UT.
- Created weekly dashboards to improve tracking and reporting of the tech infrastructure budget
- Developed “buy vs. lease” hardware analysis which resulted in $20 million in annual savings and significant margin improvement. Received recognition award for the analysis
2009 - 2011
~2 yrs
Financial Statement Auditor (Technology Sector)
- Audited public and private technology companies across all sizes (Series A to Fortune 500) in Silicon Valley.
- Planned and executed audits of pre-IPO and public technology companies
- Led audits of complex topics such as equity grants and revenue recognition
2007 - 2009
~2 yrs
2 education records
Jay Wong education
Master Of Business Administration (Mba)
Carnegie Mellon University - Tepper School Of Business
Bachelor Of Commerce (B.Comm.), Finance, Accounting, Economics
University Of Toronto - Rotman School Of Management
FAQ
Frequently asked questions about Jay Wong
Quick answers generated from the profile data available on this page.
What company does Jay Wong work for?
Jay Wong works for Stepmark Partners.
What is Jay Wong's role at Stepmark Partners?
Jay Wong is listed as Founder and Managing Partner at Stepmark Partners.
What is Jay Wong's email address?
AeroLeads has found 1 work email signal at @stepmark.ai for Jay Wong at Stepmark Partners.
Where is Jay Wong based?
Jay Wong is based in San Francisco, California, United States while working with Stepmark Partners.
What companies has Jay Wong worked for?
Jay Wong has worked for Stepmark Partners, Openai, Xai, Svb Securities, and Bank Of America Merrill Lynch.
How can I contact Jay Wong?
You can use AeroLeads to view verified contact signals for Jay Wong at Stepmark Partners, including work email, phone, and LinkedIn data when available.
What schools did Jay Wong attend?
Jay Wong holds Master Of Business Administration (Mba) from Carnegie Mellon University - Tepper School Of Business.
What skills is Jay Wong known for?
Jay Wong is listed with skills including Finance, Financial Modeling, Financial Analysis, Strategic Financial Planning, Forecasting, Management, Analysis, and Corporate Finance.
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