Jana leads Marketing at Embarc Advisors, focusing on lead generation, event engagement, eMarketing campaigns, and HubSpot strategy.
Prior to joining Embarc Advisors, Jana spent 12+ years crafting and implementing marketing strategies across content, demand generation and product marketing. Most recently, she was responsible for marketing at an IT managed services company. Prior roles include head of marketing for a Conversational AI company and content marketing for multiple tech-focused agencies.
She has worked for enterprise software and IT managed services companies serving industries including automotive, healthcare, education, and high-tech.
Her educational accomplishments include a Bachelor of Science degree in Business Administration from Cal Poly, San Luis Obispo, and a Master of Journalism degree from Temple University.
Based in Austin, Jana enjoys boating, live music, travel, and writing. She is also an active member of a national non-profit organization where she focuses on historical preservation and genealogical research.
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Goldman Sachs, Investment Banking Vice President
McKinsey & Co., Engagement Manager
Jay is the Founder and Managing Partner of Embarc Advisors. He is a former Goldman Sachs Investment Banker and McKinsey & Company Consultant who has completed over $50 billion in transactions, including marquee transactions such as the sale of Yahoo, the sale of MuleSoft, and the sale of SanDisk.
Jay founded Embarc Advisors under the “Jerry Maguire” principals – on the belief that it is possible to provide first class financial services to clients, while simultaneously providing meaningful work experiences and a sense of enjoyment to Embarc team members. As a result of his vision, and his determination to operate with unwavering integrity, he has earned the trust of countless Founders, CEOs, and other business leaders, who have become valued Embarc clients. He has also been able to assemble an unparalleled team of some of the brightest, and most passionate and effective finance professionals.
Outside of his entrepreneurial and leadership responsibilities, Jay continues to partner directly with startups and middle-market firms as a trusted advisor In M&A, capital raise and growth strategy. His work has been covered in Fortune, Entrepreneur, Forbes, Startup Nation and others.
Jay’s experience spans countless industries, and he has a keen understanding of his clients’ needs as a result of the shared experience of a life of entrepreneurship. In fact, in addition to Embarc Advisors, Jay also co-founded a technology startup that raised capital from Softbank and other VCs.
Jay’s educational accomplishments include a Master’s in Business Administration from the Wharton Business School of the University of Pennsylvania.
Based in San Francisco, California, when he’s not working or sleeping, Jay spends most of his time frequenting restaurants with good food and drinks. As a gastronome who also loves to travel, he intentionally ends up in destinations that satiate his cravings for incredible cuisine, wine, sake, and cocktails.
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