Joseph Neyman
Tech Investment Banking Analyst at TD Cowen
- Role
- Investment Banking Analyst at TD Securities
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Joseph Neyman
Business Finance & Computer Science student at California Polytechnic State University, San Luis Obispo. Work experience in- Venture Capital: Seed to Series-A Diligence and Investing, Deal Sourcing, Corporate Partnerships - Technology Banking: Venture to Mid-Corporate Lending, Credit Underwriting, Debt Syndications - Corporate Treasury: Bank relations, FP & A, Equipment Finance, Lease Accounting, Energy Strategy - SaaS Business Development: Enterprise Sales, Relationship Management, Account Prospecting Incoming investment banking analyst, Technology, Media, & Telecommunications (TMT). Previously, an associate with LvlUp Ventures, investing in early-stage teams in the enterprise and consumer software spaces. I was responsible for sourcing and screening investments, financial and commercial diligence, and growing corporate partnerships. Prior, I was a summer analyst with the Technology Banking Group at Wells Fargo, covering venture-backed growth to mid-corporate public entities, through debt financing. I supported credit underwriting for middle market to mid-corporates along with origination and sourcing initiatives covering venture capital portfolio companies. At Snowflake, I was a business development intern supporting the enterprise acquisition team with prospecting, qualifying, and nurturing leads. I conducted market research and provided analysis on potential new logos. My first role was as a financial analyst Intern at Kaiser Permanente, where I assisted with strategic finance projects such as energy investments, equipment financing, bank relations, lease administration, and cash flow forecasting. Feel free to reach out: J••••••••@gmail.com
Experience
Investment Banking Analyst
Jul 2025 — Present · San Francisco, CA, US
Technology M&A (Formerly Cowen Inc.)
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration, Finance and Computer Science, 3rd
2021 — 2025
Urban School of San Francisco
High School Diploma
2018 — 2021
Lowell High School
High School Diploma
2017 — 2018
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.