Jason Michael Payne

About Jason Michael Payne

Jason Michael Payne is currently \"a front-line problem solver\" for trading clients at Wells Fargo & Company, where he manages and co-manages trades in countless Healthcare-related securities/strategies (fka. an \"Advanced Trader\").A financial services veteran with more than 20 years of leadership experience across the institutional capital markets, Jason was previously the Founder & Managing Partner of Bailey Station Capital (nb. Bailey Station Capital Advisors LLC + Bailey Station Capital Markets LLC) from June 2020 until January 2024. In that role, he served as an entrepreneurial “Swiss Army Knife” while providing investment banking, venture capital- and/or investor relations-focused support for more than 50 cutting-edge healthcare firms.Jason’s prior work features many additional leadership roles across the buy-side and the sell-side, including his service as the Senior Investment Associate at Navis Ventures (where his astute whistleblowing yielded six letters of gratitude from the U.S. Securities & Exchange Commission) — plus his service as the Director of Investor Relations & Business Development at Zepto Life Technology (where he led that BioTech startup to a \"landslide\" victory in the 2019 RESI Boston Innovation Challenge).Notably, Jason educated hundreds of institutional investors by crafting and distributing more than 500 high-quality equity research publications during his 7-year tenure at Morgan Keegan & Company (aka. “The Premier Investment Bank of the South”), where he served as a trustworthy Sell-Side Equity Research Analyst/Associate from 2005 until that firm\'s acquisition in 2012 by Raymond James Financial (NYSE: RJF).Jason also served as Class President (\'05) at New York University’s Stern School of Business, where he earned a Bachelor of Science degree in Finance — while he simultaneously “interned” (40+ hours per week for 100+ consecutive weeks) on several teams throughout the New York-based headquarters of JPMorgan’s investment bank.

Experience

1. Advanced Trader (Nb Investment Management & Securities Trading)

   Wells Fargo

   Jan 2024 — Present · Charlotte, NC, US

   Jason Michael Payne is currently \"a front-line problem solver\" for trading clients at Wells Fargo & Company, where he manages and co-manages trades in countless BioTech securities/strategies (fka.\"Advanced Trader\").Jason’s clients give him positive reviews at a rate 2x higher than the average rate for his 50+ peers.As an exemplary “Advanced Trader”, Jason has accepted Wells Fargo\'s countless invitations to formally train numerous “Basic Traders” and “Advanced Traders” alike.

Education

• Kauffman Fellows Academy

  Team Leader, Venture Capital, Venture Deals

  2016 — 2016

• Wells Fargo

  Formal Training, Coaching & Mentoring

• NYU Stern School of Business

  Bachelor of Science (B.S.), Finance, General

• The Geronimo Center for Innovation & Leadership

  Professional Residency, Executive Coaching, Leadership Development Program

Skills

• Investments
• Business Strategy
• Corporate Finance
• Strategic Planning
• Finance
• Investment Valuation
• Financial Analysis
• Company Valuation
• Data Analysis
• Financial Markets
• Investment Banking
• Early Stage Ventures
• Market Research
• Real Estate
• Equity Valuation
• Financial Modeling
• Financial Statements
• Dcf Valuation
• Microsoft Office
• Sales
• Venture Debt
• Technology
• Private Equity
• Venture Capital
• Public Speaking
• Customer Relationship Management (Crm)
• Customer Service
• Leadership
• Training
• Financial Reporting
• Management Consulting
• Analysis
• Teamwork
• Risk Management
• Equity Research
• Healthcare
• Business Development
• Start-Up Ventures
• Salesforce.com
• Valuation