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Justin Roman
Investment Banking VP specializing in Insurance, InsurTech, and FinTech
Stonybrook CapitalUniversity of TampaNew York, NY9 Years ExperienceExecutive LevelWorks On-Site
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Experience
Investment Banking Vice President, Insurance & InsurTechStonybrook Capital · Jan 2024 – Jul 2025
Strategic Financial AdvisorIndependent Consultant · Feb 2023 – Dec 2023freelance
Investment Banking Associate, TechnologyLeonis Partners · Aug 2022 – Dec 2022
Investment Banking Associate, Tech-Enabled Services / FinTechCowen · Feb 2020 – Jun 2022
Investment Banking Analyst, FinTechFT Partners · Jun 2018 – Aug 2019
Investment Banking Analyst, InsuranceStonybrook Capital · Sep 2016 – Jun 2018
Want to connect with Justin? We'll make a personal introduction.
Education
University of Tampabachelor, Finance (2016)
Skills
NegotiationMicrosoft ExcelMicrosoft PowerPointSaaSInvestment BankingMergers & Acquisitions (M&A)Sell-Side AdvisoryStrategic AdvisoryEquity FinancingDebt FinancingPIPE FinancingCapital RaisingFinancial Modeling3-Statement Financial ModelingFinancial Projections
Languages
English
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