Terry Jackson

Experience

1. Union Square Advisors LLCManaging Director, Software Investment Bankingcurrent2024 — presentSan Francisco Bay Area
2. J.P. MorganSoftware Investment Banking2021 — 2024San Francisco Bay Area
3. Bank of America Merrill LynchSoftware Investment Banking2019 — 2021San Francisco Bay Area
4. BMO Capital MarketsDirector, Mergers and Acquisitions2015 — 2019
5. Raymond James & Associates, IncVice President, Investment Banking2011 — 2015
6. Raymond James & Associates, IncAssistant to the Chairman2009 — 2011Tampa/St. Petersburg, Florida Area
7. Highland Capital ManagementSummer Sr. Portfolio Analyst2008
8. Duff & PhelpsSenior Associate2005 — 2007
9. PricewaterhouseCoopersAssociate2004 — 2005

Education

1. The Wharton SchoolMBA, Finance
2. Brigham Young UniversityMAcc, Accounting
3. Brigham Young UniversityBS, Accounting

Skills & more

• Series 24 — FINRA
• Series 66 — FINRA
• Series 79 — FINRA
• Series 7 — FINRA
• CPA (inactive) — California Board of Accountancy
• CFA Charterholder — CFA Institute

From Terry's professional profile.

Same school

Also attended The Wharton School1,323

FWFred WilsonCo-founder & Partner at Union Square VenturesJKJosh KopelmanFounder and Partner at First Round CapitalASAydin SenkutFounder & Managing Partner at FelicisKRKatie RiesterPartner, Head of Investor Relations at Felicis VenturesTOTrevor OelschigInvestment Team at General CatalystRJRebecca JamesInvestor at Index Ventures

+ 1,317 more

Also attended Brigham Young University183

JSJake StormDeal Partner at Felicis VenturesJAJen ArdManaging Director, Head of Investment Operations at Intel CapitalNMNathan MickelsenVice President of Tax at RevolutionJSJohn SabinChief Financial Officer; President, Revolution Places at RevolutionRCRachel CurtisInvestor at True VenturesSSSteve SmootManaging Partner at Lavrock Ventures

+ 177 more

Shared employers

Also worked at J.P. Morgan689

RMRishi ModiInvestor at GV (Google Ventures)AGAkshat GoenkaInvestor at Moonfire VenturesNMNaseem MoumeneVice President at NorthzoneFBFranklin BiGeneral Partner at Pantera CapitalMLMegan LightcapPartner, Creator Fund at Slow VenturesNSNatalie SchmitkeManaging Director Capital Networks at Burda Principal Investments

+ 683 more

Also worked at Bank of America Merrill Lynch188

DBDaniel BartusPartner, Head of Research at Felicis VenturesCPCyriac ParisotInvestor at Index VenturesGSGeorgia StevensonInvestor at Index VenturesMCMatt CherianVenture Partner at Monta Vista CapitalAFAlexandra FarmerPrincipal at Intel Capital, North AmericaWRWilliam ReedInvestor at Spark Capital

+ 182 more

Also worked at BMO Capital Markets59

KSKyrstin SwanPartner, Capital Formation at Lux CapitalTJTripp JonesInvestor at Uncork CapitalCWCarolyn WollAssociate at Volition CapitalLLLaura LenzInvestor at OMERS VenturesMKMaxim KaroubiInvestment Associate at NextGen Venture PartnersRLRyan LongAssociate at Tri-Valley Ventures

+ 53 more

Also worked at Raymond James & Associates, Inc40

JGJaya GuptaInvestor at Foundation CapitalEGEvans GrenierVice President at Questa CapitalKUKat UtechtPartner Emeritus at Core Venture CapitalJFJason FrankelPartner at Mainsail PartnersNNNicole NaidooPartner at Telescope PartnersIBIrena BlindSenior Advisor at TSG Consumer Partners

+ 34 more