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Mike Upman Email & Phone Number

Director of Customer Strategy, Financial Services and Partnerships at Stackline
Location: New York, New York, United States 9 work roles 3 schools
1 work email found @stackline.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@stackline.com
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Current company
Stackline
Role
Director of Customer Strategy, Financial Services and Partnerships
Location
New York, New York, United States
Company size
254 employees

Who is Mike Upman? Overview

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Quick answer

Mike Upman is listed as Director of Customer Strategy, Financial Services and Partnerships at Stackline, a company with 254 employees, based in New York, New York, United States. AeroLeads shows a work email signal at stackline.com and a matched LinkedIn profile for Mike Upman.

Mike Upman previously worked as Director of Customer Strategy, Financial Services & Partnerships at Stackline and Strategic Account Manager, Financial Services at Cb Insights. Mike Upman holds Certificate In Alternative Investments, Venture Capital, Private Equity, Real Estate, & Derivatives from Nyu Stern School Of Business.

Company email context

Email format at Stackline

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{first_initial}{last}@stackline.com
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AeroLeads found 1 current-domain work email signal for Mike Upman. Compare company email patterns before reaching out.

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Profile bio

About Mike Upman

Advisor and account manager with a diverse background working for SaaS based startups. Experience primarily within market intelligence platforms, fintech solutions, hedge fund systems, and alternative data. Highly educated and well informed in venture capital trends, emerging technologies, early stage investing, capital markets, portfolio management, consulting, and alternative investments.

Listed skills include Customer Service, Leadership, Powerpoint, Microsoft Excel, and 49 others.

Current workplace

Mike Upman's current company

Company context helps verify the profile and gives searchers a useful next step.

Stackline
Stackline
Director of Customer Strategy, Financial Services and Partnerships
New York, NY, US
Website
stackline.com
Employees
254
AeroLeads page
Company profile
View company profile Email format
9 roles

Mike Upman work experience

A career timeline built from the work history available for this profile.

Director Of Customer Strategy, Financial Services And Partnerships

Stackline

New York, NY, US

Director Of Customer Strategy, Financial Services & Partnerships

Current
Stackline

Seattle, Washington, US

Stackline is the first full-funnel connected commerce platform for the world’s most innovative brands. Business leaders, product innovators, performance marketers and analysts trust Stackline as the single source of commerce truth. Fueled by our proprietary neural network, our market insights, revenue metrics, behavior analyses and autonomous.

Jan 2023 - Present

Strategic Account Manager, Financial Services

Cb Insights

New York, NY, US

Actively manage a global portfolio of accounts, which includes Fortune 1000, multinational companies, and venture capital firms. Drive customer engagement and platform usage across Corporate Innovation, Strategy, and Ventures teams.Utilize the CB Insights SaaS platform to help clients identify build, buy, and partnership opportunities and gain insight into.

Oct 2020 - Jan 2023

Customer Success Manager

Cb Insights

New York, NY, US

Jun 2019 - Sep 2020

Director Of Business Development

Aca Technology

New York, New York, US

  • Drove prospecting and networked at industry leading conferences
  • Leveraged my hedge fund relationships to setup meetings, demo our software, and closed new business
  • Exceeded quarterly sales goals and helped drive company revenue*Northpoint's product suite was acquired by Credit Suisse's NEXT Investors in February of 2020*ACA's NorthPoint Investment Management System (NorthPoint.
Jul 2018 - Jun 2019

Vice President Of Relationship Management

Enso Financial Analytics
  • As an integral part of this small fintech startup I developed client relationships and helped drive client retention. I managed a support team that was responsible for daily operations and client support. The efforts.
  • Identify sales opportunities, build client relationships, and deliver superior client service
  • Manage the on-boarding process of our financial software products that provide valuable portfolio analytics to the streets top hedge funds
  • Demo our interface and its functionality to C-level executives via conference calls, webinars, and onsite presentations:PB/ISDA Financing, Broker Optimizer, Treasury, Margin, Collateral Management, Broker Vote.
  • Responsible for managing a support team to ensure daily service meets clients expectations
  • Analyze client’s stock loan rates and collateral management to help improve portfolio efficiency
Oct 2015 - Jul 2018

Hedge Fund Consultant

Eze Software Group

Windsor, Connecticut, US

  • Manage and support relationships for clients and act as lead consultant for several hedge funds and TAMs
  • Implement, upgrade, and support Tradar PMS and product suite for new and existing clients
  • Assist with hedge fund operations including reconciliations, SWAP/CFD financing, Risk Analytics, OTC securities, ADRs, and custom NAV and P&L reporting
  • Use SQL server management studio for troubleshooting and customizing workflows *Eze Software Group was acquired by SS&C Technologies in October of 2018*
Jul 2014 - Oct 2015

Licensed Relationship Manager

Keybank

Cleveland, Ohio, US

  • Licensed Relationship Manager
  • Surpassed sales goals through relationship building, client profiling, and networking
  • Grew client investments by configuring strategic portfolios based on suitability Management Associate Program: Business Banking
  • Responsible for client profile reviews, servicing accounts, and capital distribution
  • Prospected for new clients and held meetings with existing accounts to grow sales
Jun 2012 - Jul 2014

College Internship - Investment Analyst

Greystone Investment Fund

-Performed equity analyst for student investment fund using Bloomberg Terminals-Managed collaborative research and implemented investment strategies -Outperformed the portfolios benchmark and earned above average returns

Dec 2010 - May 2012
Team & coworkers

Colleagues at Stackline

Other employees you can reach at stackline.com. View company contacts for 254 employees →

GF Graham Faassen Graham Faassen Colleague at StacklineSeattle, Washington, United States, United States View → JS Jhon Solomon Jhon Solomon Colleague at StacklineTokyo, Tokyo, Japan, Japan View → LA Lorenzo Acuña Lorenzo Acuña Colleague at StacklineAmarillo, Texas, United States, United States View → GW Greg Wolny Greg Wolny Colleague at StacklineGreater Cleveland, United States View → CK Ciella Konen Ciella Konen Colleague at StacklineLos Angeles Metropolitan Area, United States View → II Isabela Isper Rocha Isabela Isper Rocha Colleague at StacklineUnited Kingdom, United Kingdom View → AR Alex R. Alex R. Colleague at StacklineGreater Seattle Area, United States View → NM Nancy Morgan Nancy Morgan Colleague at StacklineLondon, England, United Kingdom, United Kingdom View → RO Rianna Olson Rianna Olson Colleague at StacklineMinneapolis, Minnesota, United States, United States View → JK John Kavanagh John Kavanagh Colleague at StacklineSeattle, Washington, United States, United States View →
3 education records

Mike Upman education

Certificate In Alternative Investments, Venture Capital, Private Equity, Real Estate, & Derivatives

Nyu Stern School Of Business

Bachelor Of Science (Bs), Business Administration And Management, Finance

Marist College

Education record

North Rockland High School
FAQ

Frequently asked questions about Mike Upman

Quick answers generated from the profile data available on this page.

What company does Mike Upman work for?

Mike Upman works for Stackline.

What is Mike Upman's role at Stackline?

Mike Upman is listed as Director of Customer Strategy, Financial Services and Partnerships at Stackline.

What is Mike Upman's email address?

AeroLeads has found 1 work email signal at @stackline.com for Mike Upman at Stackline.

Where is Mike Upman based?

Mike Upman is based in New York, New York, United States while working with Stackline.

What companies has Mike Upman worked for?

Mike Upman has worked for Stackline, Cb Insights, Aca Technology, Enso Financial Analytics, and Eze Software Group.

Who are Mike Upman's colleagues at Stackline?

Mike Upman's colleagues at Stackline include Graham Faassen, Jhon Solomon, Lorenzo Acuña, Greg Wolny, and Ciella Konen.

How can I contact Mike Upman?

You can use AeroLeads to view verified contact signals for Mike Upman at Stackline, including work email, phone, and LinkedIn data when available.

What schools did Mike Upman attend?

Mike Upman holds Certificate In Alternative Investments, Venture Capital, Private Equity, Real Estate, & Derivatives from Nyu Stern School Of Business.

What skills is Mike Upman known for?

Mike Upman is listed with skills including Customer Service, Leadership, Powerpoint, Microsoft Excel, Public Speaking, Social Networking, Facebook, and Research.

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