Robertson Stephens
Industry: Investment company
DescriptionRobertson Stephens was a San Francisco-based boutique investment bank that focused primarily on technology companies. The firm was closed by its parent company, FleetBoston in July 2002 as a result of the collapse of the technology sector and the end of the dot-com bubble. Founded: 1971 Headquarters: San Francisco, CA Founders: Sanford Robertson, Robert Coleman, Ken Siebel
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Robertson Stephens Employees
Employee
Years
Job
Industry
William Nolan William Nolan's Robertson Stephens Experience January 1996 - September 1999
Job
Industry Investment Management
Experience
Passport Capital, LLC January 2008 - Present
Crosslink Capital October 1999 - December 2007
Robertson Stephens January 1996 - September 1999
Legg Mason Inc. September 1993 - December 1995
Arthur Andersen September 1991 - September 1993
Booz Allen Hamilton June 1987 - August 1989
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA
University of Notre Dame 1983 — 1987
BS
Passport Capital, LLC January 2008 - Present
Crosslink Capital October 1999 - December 2007
Robertson Stephens January 1996 - September 1999
Legg Mason Inc. September 1993 - December 1995
Arthur Andersen September 1991 - September 1993
Booz Allen Hamilton June 1987 - August 1989
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA
University of Notre Dame 1983 — 1987
BS
David Frank, CFA David Frank, CFA's Robertson Stephens Experience 2000 - 2001
Job CEO & Managing Partner at Stonehaven, LLC
Industry Financial Services
Experience
Stonehaven, LLC 2001 - Present
Robertson Stephens 2000 - 2001
Skills
Investments, Equities, Private Equity, Alternative Investments, Investment Banking, Hedge Funds, Asset Managment, Financial Services, Strategy, Emerging Markets, Investor Relations, FINRA, Due Diligence, Series 63, Private Placements, Asset Management, Venture Capital, Entrepreneurship, Capital Raising, Capital, Investment Strategies, Institutional..., Investment Management, Capital Markets, Securities, Series 7, Derivatives, Mergers & Acquisitions, Asset Allocation, Valuation, Fixed Income, Portfolio Management, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance
Stonehaven, LLC 2001 - Present
Robertson Stephens 2000 - 2001
Skills
Investments, Equities, Private Equity, Alternative Investments, Investment Banking, Hedge Funds, Asset Managment, Financial Services, Strategy, Emerging Markets, Investor Relations, FINRA, Due Diligence, Series 63, Private Placements, Asset Management, Venture Capital, Entrepreneurship, Capital Raising, Capital, Investment Strategies, Institutional..., Investment Management, Capital Markets, Securities, Series 7, Derivatives, Mergers & Acquisitions, Asset Allocation, Valuation, Fixed Income, Portfolio Management, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance
Renee Lyall Renee Lyall's Robertson Stephens Experience July 1996 - August 1997
Job Senior Investor Relations Officer
Industry Computer Software
Experience
Infoblox June 2015 - Present
The Blueshirt Group December 2014 - June 2015
Riverbed Technology (taken private by Thoma Bravo LLC and Ontario Teachers' Pension Plan) July 2008 - August 2014
McDATA (acquired by Brocade) September 2004 - January 2007
Brocade April 2002 - August 2004
Thomson Reuters (Investor Relations assets purchased by NASDAQ OMX) July 2000 - April 2002
eTime Capital, Inc. October 1999 - July 2000
Nomura Asset Capital Corporation September 1997 - October 1999
Robertson Stephens July 1996 - August 1997
Skills
Investor Relations, Analyst Relations, Competitive Analysis, Messaging, Corporate Communications, Start-ups, Strategy, Thought Leadership, Mergers & Acquisitions, SaaS, Strategic Partnerships, CRM, Financial Modeling, Cloud Computing, Executive Management, Investments, Capital Markets
Education
University of California, Los Angeles 1990 — 1994
BA
Acalanes High School 1986 — 1990
Infoblox June 2015 - Present
The Blueshirt Group December 2014 - June 2015
Riverbed Technology (taken private by Thoma Bravo LLC and Ontario Teachers' Pension Plan) July 2008 - August 2014
McDATA (acquired by Brocade) September 2004 - January 2007
Brocade April 2002 - August 2004
Thomson Reuters (Investor Relations assets purchased by NASDAQ OMX) July 2000 - April 2002
eTime Capital, Inc. October 1999 - July 2000
Nomura Asset Capital Corporation September 1997 - October 1999
Robertson Stephens July 1996 - August 1997
Skills
Investor Relations, Analyst Relations, Competitive Analysis, Messaging, Corporate Communications, Start-ups, Strategy, Thought Leadership, Mergers & Acquisitions, SaaS, Strategic Partnerships, CRM, Financial Modeling, Cloud Computing, Executive Management, Investments, Capital Markets
Education
University of California, Los Angeles 1990 — 1994
BA
Acalanes High School 1986 — 1990
Ryan Wells Ryan Wells's Robertson Stephens Experience June 1999 - July 2002
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
Gordian Wealth Advisors May 2014 - October 2014
Merrill Lynch July 2002 - April 2014
Robertson Stephens June 1999 - July 2002
Education
University of San Diego 1993 — 1998
RBC Wealth Management October 2014 - Present
Gordian Wealth Advisors May 2014 - October 2014
Merrill Lynch July 2002 - April 2014
Robertson Stephens June 1999 - July 2002
Education
University of San Diego 1993 — 1998
Brian Mutert Brian Mutert's Robertson Stephens Experience July 1984 - December 1987
Job President and CEO at Stratagem Partnering, Inc. and Owner, Stratagem Partnering, Inc.
Industry Investment Banking
Experience
Stratagem Partnering, Inc. January 1988 - Present
Robertson Stephens July 1984 - December 1987
Waddell & Reed May 1981 - August 1984
Skills
Mergers, Venture Capital, Corporate Development, Start-ups, Business Strategy, Finance, Investment Banking, Investments, Executive Management, M&A experience, Strategic Partnerships, Mergers & Acquisitions, Strategy, Due Diligence, Portfolio Management, Entrepreneurship, Capital, Private Equity, IPO, Private Placements, Angel Investing, Acquisitions
Education
University of Exeter 1979 — 1980
Master of Arts, Economics of Finance and Investment (MBA)
Stratagem Partnering, Inc. January 1988 - Present
Robertson Stephens July 1984 - December 1987
Waddell & Reed May 1981 - August 1984
Skills
Mergers, Venture Capital, Corporate Development, Start-ups, Business Strategy, Finance, Investment Banking, Investments, Executive Management, M&A experience, Strategic Partnerships, Mergers & Acquisitions, Strategy, Due Diligence, Portfolio Management, Entrepreneurship, Capital, Private Equity, IPO, Private Placements, Angel Investing, Acquisitions
Education
University of Exeter 1979 — 1980
Master of Arts, Economics of Finance and Investment (MBA)
Scott Raaka Scott Raaka's Robertson Stephens Experience July 1997 - March 1999
Job Luxury Property Professional
Industry Real Estate
Experience
Pacific Union Christie's International Real Estate April 2014 - Present
JMP Securities 2000 - October 2013
E*Offering March 1999 - August 2000
Robertson Stephens July 1997 - March 1999
Sutro & Co. 1991 - 1997
Skills
Equities, Equity Trading, Series 7, Capital Markets, Hedge Funds, Series 63, Equity Research, Bloomberg, Trading, Securities, Trading Systems, Electronic Trading, Series 24, Series 55, Options, Alternative Investments, Asset Management, FINRA
Education
University of Colorado at Boulder
BA, Economics
Pacific Union Christie's International Real Estate April 2014 - Present
JMP Securities 2000 - October 2013
E*Offering March 1999 - August 2000
Robertson Stephens July 1997 - March 1999
Sutro & Co. 1991 - 1997
Skills
Equities, Equity Trading, Series 7, Capital Markets, Hedge Funds, Series 63, Equity Research, Bloomberg, Trading, Securities, Trading Systems, Electronic Trading, Series 24, Series 55, Options, Alternative Investments, Asset Management, FINRA
Education
University of Colorado at Boulder
BA, Economics
Angie Funk Angie Funk's Robertson Stephens Experience March 1999 - April 2001
Job Project Analyst at Xerox State and Local Solutions, Inc.
Industry Transportation/Trucking/Railroad
Experience
Xerox State and Local Solutions, Inc. August 2015 - Present
University of California, San Diego October 2014 - June 2015
Central Intelligence Agency July 2014 - September 2014
Dangjin Office of Education September 2011 - July 2013
Lario Oil & Gas Company August 2007 - January 2010
Payment Solutions February 2002 - July 2007
Robertson Stephens March 1999 - April 2001
Skills
Teaching, Research, International Relations, English, Tutoring, Public Speaking, Management, Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Editing, Project Management, Fair Debt Collections..., Latin, Ancient Greek, Korean, Stata, Finance, Accounting, Statistics, Data Analysis, Market Analysis, Strategic Planning, Competitive Analysis, Consulting, Econometrics
Education
University of California, San Diego 2013 — 2015
Masters of Pacific International Affairs, School of International Relations and Pacific Studies
University of Colorado at Boulder 2009 — 2011
B.A, Classics
University of Denver
Business Administration
Xerox State and Local Solutions, Inc. August 2015 - Present
University of California, San Diego October 2014 - June 2015
Central Intelligence Agency July 2014 - September 2014
Dangjin Office of Education September 2011 - July 2013
Lario Oil & Gas Company August 2007 - January 2010
Payment Solutions February 2002 - July 2007
Robertson Stephens March 1999 - April 2001
Skills
Teaching, Research, International Relations, English, Tutoring, Public Speaking, Management, Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Editing, Project Management, Fair Debt Collections..., Latin, Ancient Greek, Korean, Stata, Finance, Accounting, Statistics, Data Analysis, Market Analysis, Strategic Planning, Competitive Analysis, Consulting, Econometrics
Education
University of California, San Diego 2013 — 2015
Masters of Pacific International Affairs, School of International Relations and Pacific Studies
University of Colorado at Boulder 2009 — 2011
B.A, Classics
University of Denver
Business Administration
Nick Ondrejka's Robertson Stephens Experience September 1998 - March 1999
Job Executive Vice President and Chief Technology Officer at Bank of Hawaii
Industry Financial Services
Experience
Bank of Hawaii November 2012 - Present
Park City Performing Arts Foundation March 2012 - Present
Wells Fargo January 2006 - November 2012
JPMorgan Chase March 1999 - May 2005
Robertson Stephens September 1998 - March 1999
Presidio Group August 1996 - September 1998
Skills
Product Management, Outsourcing, Organizational..., Technical Architecture, Business Requirements, Business Analysis, Strategy, Finance, CRM, Consulting, IT Strategy, Executive Management, Financial Services, Vendor Management, SaaS, Venture Capital, Mergers, Business Transformation, SDLC, Enterprise Software, Network Architecture, Information Technology, Business Planning, Governance
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
University of Pennsylvania 1989 — 1993
BA, History and Italian Studies
Bank of Hawaii November 2012 - Present
Park City Performing Arts Foundation March 2012 - Present
Wells Fargo January 2006 - November 2012
JPMorgan Chase March 1999 - May 2005
Robertson Stephens September 1998 - March 1999
Presidio Group August 1996 - September 1998
Skills
Product Management, Outsourcing, Organizational..., Technical Architecture, Business Requirements, Business Analysis, Strategy, Finance, CRM, Consulting, IT Strategy, Executive Management, Financial Services, Vendor Management, SaaS, Venture Capital, Mergers, Business Transformation, SDLC, Enterprise Software, Network Architecture, Information Technology, Business Planning, Governance
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
University of Pennsylvania 1989 — 1993
BA, History and Italian Studies
Lance Turpin Lance Turpin's Robertson Stephens Experience January 1998 - March 1999
Job Proprietary Trader
Industry Investment Management
Experience
Starpoint Securities, L.C. 2003 - Present
Tradebot Systems/Northtown Trading January 2002 - May 2003
Security Investment Company of Kansas City April 1999 - October 2001
Robertson Stephens January 1998 - March 1999
Olde Discount Corporation January 1994 - January 1998
Skills
Trading, Equities, Risk, Proprietary Trading, Equity Trading
Education
University of Missouri-Columbia
Starpoint Securities, L.C. 2003 - Present
Tradebot Systems/Northtown Trading January 2002 - May 2003
Security Investment Company of Kansas City April 1999 - October 2001
Robertson Stephens January 1998 - March 1999
Olde Discount Corporation January 1994 - January 1998
Skills
Trading, Equities, Risk, Proprietary Trading, Equity Trading
Education
University of Missouri-Columbia
Peter Karazeris Peter Karazeris's Robertson Stephens Experience September 2000 - September 2002
Job Senior Research Analyst Large Cap Tech Hardware at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans April 2010 - Present
Citi July 2009 - March 2010
Citi Investment Research September 2005 - July 2009
Susquehanna Investment Group September 2003 - September 2005
Robertson Stephens September 2000 - September 2002
Dell Computer December 1999 - September 2000
Dell June 1997 - December 1999
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
University of Illinois at Urbana-Champaign 1985 — 1990
Thrivent Financial for Lutherans April 2010 - Present
Citi July 2009 - March 2010
Citi Investment Research September 2005 - July 2009
Susquehanna Investment Group September 2003 - September 2005
Robertson Stephens September 2000 - September 2002
Dell Computer December 1999 - September 2000
Dell June 1997 - December 1999
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
University of Illinois at Urbana-Champaign 1985 — 1990
Chris McCabe Chris McCabe's Robertson Stephens Experience October 1998 - August 2002
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2011 - Present
Piper Jaffray August 2002 - June 2011
Robertson Stephens October 1998 - August 2002
Education
University of South Carolina-Columbia 1982 — 1984
Master, International Business
University of Massachusetts, Amherst 1976 — 1981
BS, Political Science
Cowen and Company June 2011 - Present
Piper Jaffray August 2002 - June 2011
Robertson Stephens October 1998 - August 2002
Education
University of South Carolina-Columbia 1982 — 1984
Master, International Business
University of Massachusetts, Amherst 1976 — 1981
BS, Political Science
Joseph Wells, CFA, CFP Joseph Wells, CFA, CFP's Robertson Stephens Experience February 2000 - July 2001
Job Wealth Management
Industry Financial Services
Experience
John W. Brooker & Co. January 2015 - Present
J.P. Morgan Asset Management April 2013 - December 2014
Navigation Group, Inc September 2001 - April 2013
Robertson Stephens February 2000 - July 2001
Skills
Portfolio Management, Trading, Asset Allocation, Performance Attribution, Mutual Funds, Investments, Private Equity, Investment Strategies, Series 7, Fixed Income, Equities, Asset Management, Equity Research, ETFs, Investment Advisory, Private Wealth..., Securities, Wealth Management, Bonds, Capital Markets, Financial Analysis, Derivatives, Portfolio Optimization, Due Diligence, Options, Fund Of Funds, Structured Products, Venture Capital, Hedging, Emerging Markets, Valuation, Investment Banking, Financial Modeling, Finance, Bloomberg
Education
University of California, Santa Barbara
BS, Business Economics
John W. Brooker & Co. January 2015 - Present
J.P. Morgan Asset Management April 2013 - December 2014
Navigation Group, Inc September 2001 - April 2013
Robertson Stephens February 2000 - July 2001
Skills
Portfolio Management, Trading, Asset Allocation, Performance Attribution, Mutual Funds, Investments, Private Equity, Investment Strategies, Series 7, Fixed Income, Equities, Asset Management, Equity Research, ETFs, Investment Advisory, Private Wealth..., Securities, Wealth Management, Bonds, Capital Markets, Financial Analysis, Derivatives, Portfolio Optimization, Due Diligence, Options, Fund Of Funds, Structured Products, Venture Capital, Hedging, Emerging Markets, Valuation, Investment Banking, Financial Modeling, Finance, Bloomberg
Education
University of California, Santa Barbara
BS, Business Economics
Annelise Grant Annelise Grant's Robertson Stephens Experience January 2000 - December 2001
Job Account Manager at Matter Communications
Industry Public Relations and Communications
Experience
Matter Communications September 2014 - Present
Thomson Communications May 2011 - September 2014
Omgeo May 2005 - September 2010
Schwartz Communications January 2004 - May 2005
Ogilvy Public Relations January 2002 - August 2003
Robertson Stephens January 2000 - December 2001
Skills
Public Relations, Integrated Marketing, Marketing Communications, Media Relations, Analyst Relations, Corporate Communications, Content Writing, Social Marketing, Web Content, Bylined Articles, Corporate Branding, Financial Communications, B2B Marketing, Small Business Marketing
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Kimball Union Academy 1993 — 1995
ConVal High School
Matter Communications September 2014 - Present
Thomson Communications May 2011 - September 2014
Omgeo May 2005 - September 2010
Schwartz Communications January 2004 - May 2005
Ogilvy Public Relations January 2002 - August 2003
Robertson Stephens January 2000 - December 2001
Skills
Public Relations, Integrated Marketing, Marketing Communications, Media Relations, Analyst Relations, Corporate Communications, Content Writing, Social Marketing, Web Content, Bylined Articles, Corporate Branding, Financial Communications, B2B Marketing, Small Business Marketing
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Kimball Union Academy 1993 — 1995
ConVal High School
Megan Fielding Megan Fielding's Robertson Stephens Experience 2000 - 2002
Job Impact Investing and Philanthropic Capital
Industry Financial Services
Experience
Destino Advisors May 2014 - Present
MicroPlace, an ebay/PayPal company 2009 - April 2014
HRJ Capital 2007 - December 2008
Bank of America 2003 - 2007
Robertson Stephens 2000 - 2002
Montgomery Asset Management 1997 - 1999
J & W Seligman & Co., Inc 1995 - 1997
Oppenheimer Capital 1987 - 1994
Skills
Investments, Business Development, Entrepreneurship, Venture Capital, Financial Services, Emerging Markets, Microfinance, Asset Managment, Fundraising, Corporate Social..., Private Equity, Strategic Communications, Strategy, Alternative Investments, Leadership, Strategic Partnerships, Asset Allocation, Fixed Income, Asset Management, Due Diligence, Investment Management, Mutual Funds, Executive Management, Portfolio Management, New Business Development, Investment Strategies, Mergers & Acquisitions, Public Speaking, Negotiation, Corporate Finance, Financial Modeling, Start-ups, Economics, Corporate Development, Investment Banking, Equities, Investment Advisory, Wealth Management, Social Impact, Investor Relations, Valuation, Financial Analysis, Business Strategy, Banking, Hedge Funds, Capital Markets, Strategic Leadership, Socially Responsible..., Social Entrepreneurship, Management
Education
University of San Francisco
Master's Degree, International Studies
Wheaton College
Bachelor's Degree, Economics
Destino Advisors May 2014 - Present
MicroPlace, an ebay/PayPal company 2009 - April 2014
HRJ Capital 2007 - December 2008
Bank of America 2003 - 2007
Robertson Stephens 2000 - 2002
Montgomery Asset Management 1997 - 1999
J & W Seligman & Co., Inc 1995 - 1997
Oppenheimer Capital 1987 - 1994
Skills
Investments, Business Development, Entrepreneurship, Venture Capital, Financial Services, Emerging Markets, Microfinance, Asset Managment, Fundraising, Corporate Social..., Private Equity, Strategic Communications, Strategy, Alternative Investments, Leadership, Strategic Partnerships, Asset Allocation, Fixed Income, Asset Management, Due Diligence, Investment Management, Mutual Funds, Executive Management, Portfolio Management, New Business Development, Investment Strategies, Mergers & Acquisitions, Public Speaking, Negotiation, Corporate Finance, Financial Modeling, Start-ups, Economics, Corporate Development, Investment Banking, Equities, Investment Advisory, Wealth Management, Social Impact, Investor Relations, Valuation, Financial Analysis, Business Strategy, Banking, Hedge Funds, Capital Markets, Strategic Leadership, Socially Responsible..., Social Entrepreneurship, Management
Education
University of San Francisco
Master's Degree, International Studies
Wheaton College
Bachelor's Degree, Economics
David Willett David Willett's Robertson Stephens Experience June 1999 - June 2002
Job Director of Acquisitions at CNL Commercial Real Estate
Industry Commercial Real Estate
Experience
CNL Commercial Real Estate February 2014 - Present
JWR Realty LLC February 2014 - Present
New Boston Fund July 2007 - February 2014
New Boston Fund July 2007 - January 2009
New Boston Fund June 2006 - August 2006
Jefferies & Company August 2002 - July 2005
Robertson Stephens June 1999 - June 2002
Skills
Financial Modeling, Mergers, Joint Ventures, Contract Negotiation, Investment Banking, Asset Managment, Real Estate Economics, Mergers & Acquisitions, Real Estate Private..., Real Estate Finance, Real Estate Development, Due Diligence, Distressed Property, Distressed Debt, Investment Properties, Private Equity, Real Estate Negotiating, Transaction Origination, Asset Management, Private Equity Funding, Alternative Investments, Capital Raising, Acquisitions, Investment Strategies, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
M.B.A., Real Estate; Entrepreneurial Management
Williams College 1995 — 1999
BA, Economics
The Lawrenceville School 1992 — 1995
New Canaan Country School 1987 — 1992
CNL Commercial Real Estate February 2014 - Present
JWR Realty LLC February 2014 - Present
New Boston Fund July 2007 - February 2014
New Boston Fund July 2007 - January 2009
New Boston Fund June 2006 - August 2006
Jefferies & Company August 2002 - July 2005
Robertson Stephens June 1999 - June 2002
Skills
Financial Modeling, Mergers, Joint Ventures, Contract Negotiation, Investment Banking, Asset Managment, Real Estate Economics, Mergers & Acquisitions, Real Estate Private..., Real Estate Finance, Real Estate Development, Due Diligence, Distressed Property, Distressed Debt, Investment Properties, Private Equity, Real Estate Negotiating, Transaction Origination, Asset Management, Private Equity Funding, Alternative Investments, Capital Raising, Acquisitions, Investment Strategies, Valuation
Education
University of Pennsylvania - The Wharton School 2005 — 2007
M.B.A., Real Estate; Entrepreneurial Management
Williams College 1995 — 1999
BA, Economics
The Lawrenceville School 1992 — 1995
New Canaan Country School 1987 — 1992
Dan Shapiro's Robertson Stephens Experience July 2000 - July 2002
Job Regional Sales Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo January 2012 - Present
Juvenile Diabetes Research Foundation June 2012 - Present
Comerica September 2010 - January 2012
GE Antares Capital August 2002 - April 2010
Robertson Stephens July 2000 - July 2002
Piper Jaffray 1996 - 1999
Skills
Debt, Leveraged Finance, Private Equity, Cleantech, Food & Beverage, Deal Structuring, Commercial Banking, Manufacturing, Distribution, Underwriting, Complex Transactions, M&A due diligence, Mergers, Factoring, Asset Based Lending, Cash Flow Lending, Hedging, Foreign Exchange..., Commodities, Investment Banking, Real Estate Financing, Technology, Payment Industry, Venture Capital, Strategy, Mergers, Loans, Financial Analysis, Due Diligence, Credit Analysis, Commercial Lending, Banking, Mergers & Acquisitions, Finance, Financial Modeling, Portfolio Management
Education
University of Michigan 1996 — 2000
BA
Hopkins High School 1993 — 1996
St. Louis Park Senior High 1992 — 1993
Wells Fargo January 2012 - Present
Juvenile Diabetes Research Foundation June 2012 - Present
Comerica September 2010 - January 2012
GE Antares Capital August 2002 - April 2010
Robertson Stephens July 2000 - July 2002
Piper Jaffray 1996 - 1999
Skills
Debt, Leveraged Finance, Private Equity, Cleantech, Food & Beverage, Deal Structuring, Commercial Banking, Manufacturing, Distribution, Underwriting, Complex Transactions, M&A due diligence, Mergers, Factoring, Asset Based Lending, Cash Flow Lending, Hedging, Foreign Exchange..., Commodities, Investment Banking, Real Estate Financing, Technology, Payment Industry, Venture Capital, Strategy, Mergers, Loans, Financial Analysis, Due Diligence, Credit Analysis, Commercial Lending, Banking, Mergers & Acquisitions, Finance, Financial Modeling, Portfolio Management
Education
University of Michigan 1996 — 2000
BA
Hopkins High School 1993 — 1996
St. Louis Park Senior High 1992 — 1993
Vaidhyanathan Anantharaman Vaidhyanathan Anantharaman's Robertson Stephens Experience 2000 - 2001
Job Sr. Developer at Fanniemae
Industry Information Technology and Services
Experience
Fannie Mae September 2008 - Present
Technology Consultants October 2004 - September 2008
Tech Mahindra (Formerly Satyam) February 2001 - October 2004
Robertson Stephens 2000 - 2001
Asian Paints 1993 - 2000
Skills
SDLC, Data Warehousing, SOA, Software Project..., Sybase, Weblogic, Enterprise Architecture, Oracle, IT Strategy, Vendor Management, Database Design, XML, Data Modeling, Java Enterprise Edition, Requirements Gathering, Java, Visio, Business Process, Tomcat, Performance Tuning, Unix, Software Development, PL/SQL
Education
George Mason University - School of Management 2009 — 2012
Master of Business Administration
National Center for Software Technology 1996 — 1999
Post Graduate Diploma, Software Technology
University of Mumbai 1992 — 1993
Diploma, Computer Management
Saraswati Narayanan College 1988 — 1991
Bachelor, Mathematics
Fannie Mae September 2008 - Present
Technology Consultants October 2004 - September 2008
Tech Mahindra (Formerly Satyam) February 2001 - October 2004
Robertson Stephens 2000 - 2001
Asian Paints 1993 - 2000
Skills
SDLC, Data Warehousing, SOA, Software Project..., Sybase, Weblogic, Enterprise Architecture, Oracle, IT Strategy, Vendor Management, Database Design, XML, Data Modeling, Java Enterprise Edition, Requirements Gathering, Java, Visio, Business Process, Tomcat, Performance Tuning, Unix, Software Development, PL/SQL
Education
George Mason University - School of Management 2009 — 2012
Master of Business Administration
National Center for Software Technology 1996 — 1999
Post Graduate Diploma, Software Technology
University of Mumbai 1992 — 1993
Diploma, Computer Management
Saraswati Narayanan College 1988 — 1991
Bachelor, Mathematics
Carlton Spicer Carlton Spicer's Robertson Stephens Experience 1998 - 1999
Job Partner at JDDM Inc dba J & A Associates
Industry Accounting
Experience
JDDM Inc dba J & A Associates January 1998 - Present
Kayne Eras Center 2004 - 2005
FedEx January 1996 - January 2001
Robertson Stephens 1998 - 1999
Patriot Senors And Controls Corp January 1990 - January 1996
Education
University of California, Los Angeles 1984 — 1990
BS, Pol Sci
Taft 1980 — 1984
pol sci
JDDM Inc dba J & A Associates January 1998 - Present
Kayne Eras Center 2004 - 2005
FedEx January 1996 - January 2001
Robertson Stephens 1998 - 1999
Patriot Senors And Controls Corp January 1990 - January 1996
Education
University of California, Los Angeles 1984 — 1990
BS, Pol Sci
Taft 1980 — 1984
pol sci
Christina Caamano's Robertson Stephens Experience January 1999 - April 2000
Job Director at RADIUS | Global Growth Experts
Industry Financial Services
Experience
RADIUS Global Growth Experts April 2014 - Present
High Street Partners (now Radius) October 2007 - April 2014
ON24 March 2006 - October 2007
Deloitte Consulting March 2004 - January 2005
Accenture July 2000 - August 2003
Robertson Stephens January 1999 - April 2000
Credit Suisse May 1999 - September 1999
Skills
Leadership, Organization &..., Business Strategy, Management Consulting, International Expansion, Spanish, Customer Service, Business Development, Analysis, Mergers & Acquisitions, Strategy, Outsourcing, Human Resources, Managerial Finance, Management, Start-ups
Education
University of San Francisco
Bachelor, Finance
University of San Francisco - Masagung Graduate School of Management
Master of Business Administration (MBA)
RADIUS Global Growth Experts April 2014 - Present
High Street Partners (now Radius) October 2007 - April 2014
ON24 March 2006 - October 2007
Deloitte Consulting March 2004 - January 2005
Accenture July 2000 - August 2003
Robertson Stephens January 1999 - April 2000
Credit Suisse May 1999 - September 1999
Skills
Leadership, Organization &..., Business Strategy, Management Consulting, International Expansion, Spanish, Customer Service, Business Development, Analysis, Mergers & Acquisitions, Strategy, Outsourcing, Human Resources, Managerial Finance, Management, Start-ups
Education
University of San Francisco
Bachelor, Finance
University of San Francisco - Masagung Graduate School of Management
Master of Business Administration (MBA)
Carson Holmes Carson Holmes's Robertson Stephens Experience June 2000 - September 2002
Job EVP, Service Delivery at Software Development Experts
Industry Information Services
Experience
Software-Development-Experts.com April 2009 - Present
Global Rational User Community June 2008 - Present
Noblestar August 2006 - April 2009
Unigrate January 2003 - August 2006
Robertson Stephens June 2000 - September 2002
Vircon September 1993 - June 2000
Skills
Agile Methodologies, Six Sigma, Process Improvement, Enterprise Architecture, Business Process..., TOGAF, Kanban, CMMI, ITIL, Scrum, RUP, Governance, Integration, Strategy, SDLC, Agile Project Management, Software Development, Application Lifecycle..., Configuration Management, Enterprise Software, Software Project..., Consulting, Process Engineering, Requirements Analysis, IT Management, Release Management, Program Management, Solution Architecture, PMP, Architecture, Requirements Management, Change Management, System Architecture, Software Engineering, Project Portfolio..., Business Intelligence, UML, Business Process, IT Strategy, SOA, Cloud Computing, Systems Analysis, Business Process Design, Information Technology, Requirements Gathering, PMO, SaaS, Application Architecture, Technical Leadership, Service Delivery
Education
University of California, Los Angeles 1988 — 1993
BS, Computer Science and Engineering
BUHS 1984 — 1988
Incose/IEEE Meeting
Incose/IEEE Meeting
Software-Development-Experts.com April 2009 - Present
Global Rational User Community June 2008 - Present
Noblestar August 2006 - April 2009
Unigrate January 2003 - August 2006
Robertson Stephens June 2000 - September 2002
Vircon September 1993 - June 2000
Skills
Agile Methodologies, Six Sigma, Process Improvement, Enterprise Architecture, Business Process..., TOGAF, Kanban, CMMI, ITIL, Scrum, RUP, Governance, Integration, Strategy, SDLC, Agile Project Management, Software Development, Application Lifecycle..., Configuration Management, Enterprise Software, Software Project..., Consulting, Process Engineering, Requirements Analysis, IT Management, Release Management, Program Management, Solution Architecture, PMP, Architecture, Requirements Management, Change Management, System Architecture, Software Engineering, Project Portfolio..., Business Intelligence, UML, Business Process, IT Strategy, SOA, Cloud Computing, Systems Analysis, Business Process Design, Information Technology, Requirements Gathering, PMO, SaaS, Application Architecture, Technical Leadership, Service Delivery
Education
University of California, Los Angeles 1988 — 1993
BS, Computer Science and Engineering
BUHS 1984 — 1988
Incose/IEEE Meeting
Incose/IEEE Meeting
Elizabeth Land's Robertson Stephens Experience May 1994 - August 1997
Job Partner Marketing & Business Development at Intel Corporation
Industry Computer Hardware
Experience
Intel Corporation November 2014 - Present
Intel Corporation October 2010 - October 2014
Intel Corporation November 2007 - October 2010
Intel Corporation November 2003 - 2007
Intel Corporation May 2002 - November 2003
Intel Corporation March 1999 - May 2002
Intel Corporation March 1998 - March 1999
Robertson Stephens May 1994 - August 1997
Skills
Competitive Analysis, Leadership, Go-to-market Strategy, Strategy, Product Marketing, Marketing, Enterprise Software, Demand Generation, Analysis, Segmentation, Business Alliances, Cloud Computing, Positioning, Cross-functional Team..., Pricing Strategy, Product Launch, Semiconductors, Strategic Partnerships
Education
University of Colorado Boulder 1990 — 1994
Bachelor's degree, Economics, History
San Francisco University High School
Intel Corporation November 2014 - Present
Intel Corporation October 2010 - October 2014
Intel Corporation November 2007 - October 2010
Intel Corporation November 2003 - 2007
Intel Corporation May 2002 - November 2003
Intel Corporation March 1999 - May 2002
Intel Corporation March 1998 - March 1999
Robertson Stephens May 1994 - August 1997
Skills
Competitive Analysis, Leadership, Go-to-market Strategy, Strategy, Product Marketing, Marketing, Enterprise Software, Demand Generation, Analysis, Segmentation, Business Alliances, Cloud Computing, Positioning, Cross-functional Team..., Pricing Strategy, Product Launch, Semiconductors, Strategic Partnerships
Education
University of Colorado Boulder 1990 — 1994
Bachelor's degree, Economics, History
San Francisco University High School
Carter Paine Carter Paine's Robertson Stephens Experience 2001 - 2002
Job Chief Revenue & Strategy Officer at NaviHealth, Inc.
Industry Hospital & Health Care
Experience
NaviHealth, Inc. March 2012 - Present
Health Evolution Partners 2008 - March 2012
Healthways 2007 - 2007
SV Life Sciences 2007 - 2007
Jefferies & Company July 2002 - June 2006
Robertson Stephens 2001 - 2002
The White House 1999 - 1999
Education
Wharton School, University of Pennsylvania 2006 — 2008
MBA, Healthcare
University of Virginia 1998 — 2002
B.S., Commerce
NaviHealth, Inc. March 2012 - Present
Health Evolution Partners 2008 - March 2012
Healthways 2007 - 2007
SV Life Sciences 2007 - 2007
Jefferies & Company July 2002 - June 2006
Robertson Stephens 2001 - 2002
The White House 1999 - 1999
Education
Wharton School, University of Pennsylvania 2006 — 2008
MBA, Healthcare
University of Virginia 1998 — 2002
B.S., Commerce
Amy Calvert Amy Calvert's Robertson Stephens Experience February 1999 - November 2001
Job EA / Executive Office at SoftBank
Industry Venture Capital & Private Equity
Experience
SoftBank March 2013 - Present
Goldman Sachs October 2003 - February 2013
Wells Fargo Securities January 2002 - May 2003
Robertson Stephens February 1999 - November 2001
Skills
Series 7, Series 63, Private Equity, Financial Modeling, Equities
Education
University of California, Santa Cruz 1994 — 1998
Bachelor of Arts (B.A.), American Literature (United States)
SoftBank March 2013 - Present
Goldman Sachs October 2003 - February 2013
Wells Fargo Securities January 2002 - May 2003
Robertson Stephens February 1999 - November 2001
Skills
Series 7, Series 63, Private Equity, Financial Modeling, Equities
Education
University of California, Santa Cruz 1994 — 1998
Bachelor of Arts (B.A.), American Literature (United States)
Stuart Brogan CFP® Stuart Brogan CFP®'s Robertson Stephens Experience September 1995 - January 2000
Job President at Bayview Financial Planning, Consulting at MUFG Union Bank
Industry Financial Services
Experience
Bayview Financial Planning, Consulting at MUFG Union Bank January 2009 - Present
MarketShare April 2012 - February 2015
MUFG in the Americas September 2011 - March 2012
Hedge Fund Association January 2010 - January 2011
Morningstar April 2008 - January 2011
Citadel Investment Group June 2005 - February 2008
State Street March 2001 - June 2005
Wharton School, University of Pennsylvania June 2003 - May 2005
Robertson Stephens September 1995 - January 2000
Skills
Portfolio Management, Equities, IT Strategy, Investments, Hedge Funds, Asset Managment, Product Management, Project Management, Financial Services, Financial Modeling, Strategy, Analytics, Asset Management, Start-ups, Leadership, CRM, E-commerce, Consulting, Business Intelligence, Analysis, Business Analysis, Outsourcing, Big Data, Marketing Strategy, Digital Marketing, Brokerage, Alternative Investments, Finance, Executive Management, Management, Product Development, SaaS, Competitive Analysis, Strategic Partnerships, Enterprise Software, Mergers & Acquisitions, Marketing, Business Strategy, SDLC, Program Management, Business Development, Fixed Income, Cross-functional Team..., Vendor Management, Agile Methodologies, Strategic Planning, Software Development, Cloud Computing, Management Consulting, SQL
Education
Wharton school 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Bayview Financial Planning, Consulting at MUFG Union Bank January 2009 - Present
MarketShare April 2012 - February 2015
MUFG in the Americas September 2011 - March 2012
Hedge Fund Association January 2010 - January 2011
Morningstar April 2008 - January 2011
Citadel Investment Group June 2005 - February 2008
State Street March 2001 - June 2005
Wharton School, University of Pennsylvania June 2003 - May 2005
Robertson Stephens September 1995 - January 2000
Skills
Portfolio Management, Equities, IT Strategy, Investments, Hedge Funds, Asset Managment, Product Management, Project Management, Financial Services, Financial Modeling, Strategy, Analytics, Asset Management, Start-ups, Leadership, CRM, E-commerce, Consulting, Business Intelligence, Analysis, Business Analysis, Outsourcing, Big Data, Marketing Strategy, Digital Marketing, Brokerage, Alternative Investments, Finance, Executive Management, Management, Product Development, SaaS, Competitive Analysis, Strategic Partnerships, Enterprise Software, Mergers & Acquisitions, Marketing, Business Strategy, SDLC, Program Management, Business Development, Fixed Income, Cross-functional Team..., Vendor Management, Agile Methodologies, Strategic Planning, Software Development, Cloud Computing, Management Consulting, SQL
Education
Wharton school 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Andrew Morrison Andrew Morrison's Robertson Stephens Experience October 1994 - February 1999
Job Managing Director, Cypress Partners
Industry Financial Services
Experience
Cypress Partners December 2014 - February 2015
Independant Financial Consultant February 2011 - November 2014
Kaufman Bros November 2010 - December 2011
Wedbush Securities December 2008 - November 2010
Pacific Growth Equities March 2006 - December 2008
Ebb Services April 2003 - December 2005
Elijah Asset Management March 1999 - April 2003
Robertson Stephens October 1994 - February 1999
Skills
Equity Research, Investor Relations, Private Equity, Investment Management, Investments, Product Development, Sales, CFO, Hedge Funds, Equities, Start-ups, Venture Capital, Financial Services
Education
UCLA 1988 — 1991
Economics
Redwood
University of California, Los Angeles
Economics
Cypress Partners December 2014 - February 2015
Independant Financial Consultant February 2011 - November 2014
Kaufman Bros November 2010 - December 2011
Wedbush Securities December 2008 - November 2010
Pacific Growth Equities March 2006 - December 2008
Ebb Services April 2003 - December 2005
Elijah Asset Management March 1999 - April 2003
Robertson Stephens October 1994 - February 1999
Skills
Equity Research, Investor Relations, Private Equity, Investment Management, Investments, Product Development, Sales, CFO, Hedge Funds, Equities, Start-ups, Venture Capital, Financial Services
Education
UCLA 1988 — 1991
Economics
Redwood
University of California, Los Angeles
Economics
Rick Firmine Rick Firmine's Robertson Stephens Experience February 2000 - July 2001
Job Principal at Fifteen Group
Industry Real Estate
Experience
Fifteen Group January 2015 - Present
RF Development October 2004 - Present
Torino Companies April 2002 - October 2004
Robertson Stephens February 2000 - July 2001
Lehman Brothers July 1999 - February 2000
Skills
Real Estate Development, Real Estate Transactions, Acquisitions, Financial Modeling, Valuation, Due Diligence, Real Estate Private..., Investment Banking
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance, Honors
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, Magna Cum Laude
Fifteen Group January 2015 - Present
RF Development October 2004 - Present
Torino Companies April 2002 - October 2004
Robertson Stephens February 2000 - July 2001
Lehman Brothers July 1999 - February 2000
Skills
Real Estate Development, Real Estate Transactions, Acquisitions, Financial Modeling, Valuation, Due Diligence, Real Estate Private..., Investment Banking
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance, Honors
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, Magna Cum Laude
Selin Wold Selin Wold's Robertson Stephens Experience March 1999 - July 2002
Job JMP Group LLC
Industry Financial Services
Experience
JMP Group LLC September 2015 - Present
B. Riley & Co. September 2011 - September 2015
Merriman Capital, Inc. December 2010 - September 2011
Merriman Capital, Inc. August 2002 - December 2010
Robertson Stephens March 1999 - July 2002
Skills
Series 7, Series 63, Series 24, Compliance, Equity Trading, Equities, Securities, Bloomberg, Asset Management, Hedge Funds, FINRA
Education
University of California, Santa Barbara
BA, Film Studies and History of Art & Architecture
JMP Group LLC September 2015 - Present
B. Riley & Co. September 2011 - September 2015
Merriman Capital, Inc. December 2010 - September 2011
Merriman Capital, Inc. August 2002 - December 2010
Robertson Stephens March 1999 - July 2002
Skills
Series 7, Series 63, Series 24, Compliance, Equity Trading, Equities, Securities, Bloomberg, Asset Management, Hedge Funds, FINRA
Education
University of California, Santa Barbara
BA, Film Studies and History of Art & Architecture
Meghan Guittarr Nichols's Robertson Stephens Experience September 1999 - July 2002
Job Real Estate Sales
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage September 2002 - February 2013
Bear Stearns April 2003 - September 2006
Robertson Stephens September 1999 - July 2002
State Street 1997 - 1999
Skills
Selling, Sellers, Contract Negotiation, Real Estate, Buyer Representation
Education
University of New Hampshire 1992 — 1996
BA, Business/Corporate Communications
Hamilton-Wenham Regional HS 1988 — 1992
Coldwell Banker Residential Brokerage September 2002 - February 2013
Bear Stearns April 2003 - September 2006
Robertson Stephens September 1999 - July 2002
State Street 1997 - 1999
Skills
Selling, Sellers, Contract Negotiation, Real Estate, Buyer Representation
Education
University of New Hampshire 1992 — 1996
BA, Business/Corporate Communications
Hamilton-Wenham Regional HS 1988 — 1992
Alicia Wang's Robertson Stephens Experience 2000 - 2001
Job
Industry Internet
Experience
Twitter October 2013 - Present
Swaylo October 2011 - November 2012
The Walt Disney Company November 2009 - October 2011
Microsoft June 2008 - August 2008
IntraLinks January 2005 - April 2007
IntraLinks July 2004 - December 2004
Houlihan Lokey Howard Zukin 2002 - 2004
Robertson Stephens 2000 - 2001
Skills
Product Marketing, Strategic Partnerships, Product Management, Start-ups, Investor Relations, Competitive Analysis, Business Strategy, Team Building, Agile Methodologies, Cross-functional Team..., Team Management, Multi-channel Marketing
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of Pennsylvania - The Wharton School 1996 — 2000
BSE
JJ Pearce
Twitter October 2013 - Present
Swaylo October 2011 - November 2012
The Walt Disney Company November 2009 - October 2011
Microsoft June 2008 - August 2008
IntraLinks January 2005 - April 2007
IntraLinks July 2004 - December 2004
Houlihan Lokey Howard Zukin 2002 - 2004
Robertson Stephens 2000 - 2001
Skills
Product Marketing, Strategic Partnerships, Product Management, Start-ups, Investor Relations, Competitive Analysis, Business Strategy, Team Building, Agile Methodologies, Cross-functional Team..., Team Management, Multi-channel Marketing
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of Pennsylvania - The Wharton School 1996 — 2000
BSE
JJ Pearce
Stephen Shen's Robertson Stephens Experience July 2000 - January 2001
Job
Industry Museums and Institutions
Experience
The Metropolitan Museum of Art March 2015 - Present
PwC March 2014 - March 2015
Fields China October 2012 - October 2013
PricewaterhouseCoopers April 2008 - September 2012
PricewaterhouseCoopers June 2005 - October 2006
UBS Investment Bank October 2004 - March 2005
Stonehaven, LLC July 2003 - September 2004
Goldman Sachs February 2001 - July 2003
Robertson Stephens July 2000 - January 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S.
University of Southern California - Marshall School of Business
Global Executive MBA
The Metropolitan Museum of Art March 2015 - Present
PwC March 2014 - March 2015
Fields China October 2012 - October 2013
PricewaterhouseCoopers April 2008 - September 2012
PricewaterhouseCoopers June 2005 - October 2006
UBS Investment Bank October 2004 - March 2005
Stonehaven, LLC July 2003 - September 2004
Goldman Sachs February 2001 - July 2003
Robertson Stephens July 2000 - January 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S.
University of Southern California - Marshall School of Business
Global Executive MBA
Dave Grubel's Robertson Stephens Experience November 2000 - November 2002
Job
Industry Internet
Experience
Wells Fargo Bank January 2011 - Present
Apex Systems October 2009 - December 2010
Art.com October 2008 - October 2009
Wachovia January 2007 - October 2008
World Savings March 2004 - December 2006
Finaplex December 2002 - March 2004
Robertson Stephens November 2000 - November 2002
Cambridge Technology Partners April 1997 - January 2000
Rockwell International-North American Aircraft (NAA) 1991 - 1997
Skills
Product Management, Software Documentation, Agile Methodologies, Program Management, Business Process..., Requirements Analysis, Cross-functional Team..., E-commerce, Process Improvement, Business Analysis, Software Quality..., Project Management, Analytics, Integration, Business Development, User Experience
Education
University of Southern California 1993 — 1996
MS
University of Colorado Boulder 1985 — 1990
BS
Wells Fargo Bank January 2011 - Present
Apex Systems October 2009 - December 2010
Art.com October 2008 - October 2009
Wachovia January 2007 - October 2008
World Savings March 2004 - December 2006
Finaplex December 2002 - March 2004
Robertson Stephens November 2000 - November 2002
Cambridge Technology Partners April 1997 - January 2000
Rockwell International-North American Aircraft (NAA) 1991 - 1997
Skills
Product Management, Software Documentation, Agile Methodologies, Program Management, Business Process..., Requirements Analysis, Cross-functional Team..., E-commerce, Process Improvement, Business Analysis, Software Quality..., Project Management, Analytics, Integration, Business Development, User Experience
Education
University of Southern California 1993 — 1996
MS
University of Colorado Boulder 1985 — 1990
BS
Susan McFadden's Robertson Stephens Experience September 1995 - July 2002
Job Advertising Manager at Daily Sitka Sentinel
Industry Newspapers
Experience
Daily Sitka Sentinel July 2011 - Present
Ernst & Young September 2002 - November 2010
Robertson Stephens September 1995 - July 2002
Skills
Strategy, Project Management, Capital Markets, Internal Communications, Marketing Communications, Corporate Communications, Marketing Strategy, Business Development, Marketing, Advertising, Market Research
Education
Hastings College of the Law
Doctor of Law (J.D.)
Whitworth University
B.A., English
Daily Sitka Sentinel July 2011 - Present
Ernst & Young September 2002 - November 2010
Robertson Stephens September 1995 - July 2002
Skills
Strategy, Project Management, Capital Markets, Internal Communications, Marketing Communications, Corporate Communications, Marketing Strategy, Business Development, Marketing, Advertising, Market Research
Education
Hastings College of the Law
Doctor of Law (J.D.)
Whitworth University
B.A., English
Dan Fannon's Robertson Stephens Experience January 2000 - July 2002
Job Research Analyst at Jefferies & Company Inc.
Industry Financial Services
Experience
Jefferies & Company Inc. September 2002 - Present
Robertson Stephens January 2000 - July 2002
Bank of America July 1997 - January 2000
Education
University of Notre Dame 1993 — 1997
Jefferies & Company Inc. September 2002 - Present
Robertson Stephens January 2000 - July 2002
Bank of America July 1997 - January 2000
Education
University of Notre Dame 1993 — 1997
Deborah Sabo's Robertson Stephens Experience 1999 - 2001
Job Founding Partner/ Head of Trading at Jackson Square Partners LLC
Industry Financial Services
Experience
Jackson Square Partners LLC May 2014 - Present
Delaware Investments May 2005 - April 2014
McMorgan & Company April 2003 - April 2005
Husic Capital Management 2002 - 2003
Robertson Stephens 1999 - 2001
Skills
Equity Trading, Equities, Series 7, Hedge Funds, Fixed Income, Investments, Alternative Investments, Options, Series 24, Series 63, ETFs, Bloomberg, Trading, Securities, FINRA, Trading Systems, Asset Management, Traders, Capital Markets, Trading Strategies, Financial Markets, Derivatives
Education
University of Pittsburgh 1989 — 1993
Liquidnet U
Liquidnet U
Jackson Square Partners LLC May 2014 - Present
Delaware Investments May 2005 - April 2014
McMorgan & Company April 2003 - April 2005
Husic Capital Management 2002 - 2003
Robertson Stephens 1999 - 2001
Skills
Equity Trading, Equities, Series 7, Hedge Funds, Fixed Income, Investments, Alternative Investments, Options, Series 24, Series 63, ETFs, Bloomberg, Trading, Securities, FINRA, Trading Systems, Asset Management, Traders, Capital Markets, Trading Strategies, Financial Markets, Derivatives
Education
University of Pittsburgh 1989 — 1993
Liquidnet U
Liquidnet U
Andy Hargreaves's Robertson Stephens Experience December 1999 - June 2001
Job Sr. Research Analyst at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities Private ClientMerrill LynchJune 2001 - November 2003
Robertson Stephens December 1999 - June 2001
Skills
Equity Research, Financial Modeling, Investments, Corporate Finance, Valuation, Equities, Hedge Funds, Investment Banking, Venture Capital, Bloomberg, Business Analysis, Equity Valuation, Private Equity, Capital Markets, Alternative Investments, Due Diligence
Education
University of California, Los Angeles 1994 — 1998
BS, Economics
Pacific Crest Securities Private ClientMerrill LynchJune 2001 - November 2003
Robertson Stephens December 1999 - June 2001
Skills
Equity Research, Financial Modeling, Investments, Corporate Finance, Valuation, Equities, Hedge Funds, Investment Banking, Venture Capital, Bloomberg, Business Analysis, Equity Valuation, Private Equity, Capital Markets, Alternative Investments, Due Diligence
Education
University of California, Los Angeles 1994 — 1998
BS, Economics
Joshua Diamond's Robertson Stephens Experience April 2000 - September 2002
Job Senior Technical Consultant at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank September 2014 - Present
UBS Securities, LLC October 2012 - April 2014
Morgan Stanley April 2010 - September 2012
Merrill Lynch September 2006 - April 2010
NYFIX August 2003 - August 2006
Renaissance Trading Technologies September 2002 - August 2003
Robertson Stephens April 2000 - September 2002
JP Morgan September 1998 - April 2000
D. E. Shaw & Co. February 1997 - September 1998
Bear Stearns September 1988 - February 1997
Skills
Trading Systems, Electronic Trading, SDLC, Equities, Fixed Income, Trading, Business Analysis, C++, Java, Equity Trading, Leadership, Strategy, Order Management, Market Data, Derivatives, Exchange Connectivity, Management, Low Latency, Integration, Analysis, Operations Management, Project Planning, Project Management, C, Agile Project Management, Linux, Unix, Unix Shell Scripting, JavaScript, Google Apps, Google Webmaster Tools, Google Analytics, Google Adwords, Google Sites, Reference Data, Trading System
Education
University of Rochester 1983 — 1988
BA, Applied Mathematics / Computer Science
Deutsche Bank September 2014 - Present
UBS Securities, LLC October 2012 - April 2014
Morgan Stanley April 2010 - September 2012
Merrill Lynch September 2006 - April 2010
NYFIX August 2003 - August 2006
Renaissance Trading Technologies September 2002 - August 2003
Robertson Stephens April 2000 - September 2002
JP Morgan September 1998 - April 2000
D. E. Shaw & Co. February 1997 - September 1998
Bear Stearns September 1988 - February 1997
Skills
Trading Systems, Electronic Trading, SDLC, Equities, Fixed Income, Trading, Business Analysis, C++, Java, Equity Trading, Leadership, Strategy, Order Management, Market Data, Derivatives, Exchange Connectivity, Management, Low Latency, Integration, Analysis, Operations Management, Project Planning, Project Management, C, Agile Project Management, Linux, Unix, Unix Shell Scripting, JavaScript, Google Apps, Google Webmaster Tools, Google Analytics, Google Adwords, Google Sites, Reference Data, Trading System
Education
University of Rochester 1983 — 1988
BA, Applied Mathematics / Computer Science
Molly Sims, EdD's Robertson Stephens Experience 1999 - 2000
Job Senior Director of Development at Year Up
Industry Fund-Raising
Experience
Year Up August 2012 - Present
New Leaders December 2010 - August 2012
University of California, San Francisco (UCSF) Helen Diller Family Comprehensive Cancer Center 2006 - 2010
NatureBridge (formerly Yosemite National Institutes) October 2005 - November 2006
NatureBridge (formerly Yosemite National Institutes) October 2004 - October 2005
University of California, San Francisco July 2000 - October 2004
Robertson Stephens 1999 - 2000
Robertson Stephens 1999 - 2000
Skills
Annual Giving, Grant Writing, Fundraising, Philanthropy, Cultivation, Stewardship, Board Development, Grants, Volunteer Management, Program Development, Non-profits, Higher Education, Proposal Writing, Event Planning, Public Speaking, Alumni Relations, Planned Giving, Research, Capital Campaigns, Teaching
Education
University of California, Los Angeles 1994 — 1997
Ed.D., Educational Leadership
University of California, Los Angeles 1984 — 1988
Doctorate, Bachelor of Arts, English
Year Up August 2012 - Present
New Leaders December 2010 - August 2012
University of California, San Francisco (UCSF) Helen Diller Family Comprehensive Cancer Center 2006 - 2010
NatureBridge (formerly Yosemite National Institutes) October 2005 - November 2006
NatureBridge (formerly Yosemite National Institutes) October 2004 - October 2005
University of California, San Francisco July 2000 - October 2004
Robertson Stephens 1999 - 2000
Robertson Stephens 1999 - 2000
Skills
Annual Giving, Grant Writing, Fundraising, Philanthropy, Cultivation, Stewardship, Board Development, Grants, Volunteer Management, Program Development, Non-profits, Higher Education, Proposal Writing, Event Planning, Public Speaking, Alumni Relations, Planned Giving, Research, Capital Campaigns, Teaching
Education
University of California, Los Angeles 1994 — 1997
Ed.D., Educational Leadership
University of California, Los Angeles 1984 — 1988
Doctorate, Bachelor of Arts, English
Shelby Rogers McGowan's Robertson Stephens Experience 1998 - 2002
Job Head of Operations at Baker Street Advisors
Industry Financial Services
Experience
Baker Street Advisors August 2004 - Present
Robertson Stephens 1998 - 2002
Skills
Equities, Asset Allocation, Hedge Funds, Asset Management, Financial Services, Private Equity, Investments, Portfolio Management, Alternative Investments
Education
University of California, Davis 1990 — 1994
BA, intenational relations
Baker Street Advisors August 2004 - Present
Robertson Stephens 1998 - 2002
Skills
Equities, Asset Allocation, Hedge Funds, Asset Management, Financial Services, Private Equity, Investments, Portfolio Management, Alternative Investments
Education
University of California, Davis 1990 — 1994
BA, intenational relations
Greg Dawkins's Robertson Stephens Experience 2001 - 2002
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2008 - Present
Jefferies & Company March 2005 - June 2008
Cowen & Company 2002 - 2005
Robertson Stephens 2001 - 2002
Prudential Securities 1998 - 2001
Ernst & Young 1993 - 1996
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Chaminade High School 1985 — 1989
Piper Jaffray July 2008 - Present
Jefferies & Company March 2005 - June 2008
Cowen & Company 2002 - 2005
Robertson Stephens 2001 - 2002
Prudential Securities 1998 - 2001
Ernst & Young 1993 - 1996
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Chaminade High School 1985 — 1989
Lukas Hovorka's Robertson Stephens Experience 2001 - 2002
Job Vice President, Corporate Development, Barnes Group Inc.
Industry Aviation & Aerospace
Experience
Barnes Group Inc. 2008 - Present
ITOCHU International Inc. 2002 - 2008
Robertson Stephens 2001 - 2002
Goldman Sachs 1996 - 1999
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration
University of Southern California 1992 — 1996
Bachelor of Science
Barnes Group Inc. 2008 - Present
ITOCHU International Inc. 2002 - 2008
Robertson Stephens 2001 - 2002
Goldman Sachs 1996 - 1999
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration
University of Southern California 1992 — 1996
Bachelor of Science
Stephanie Withers's Robertson Stephens Experience July 2000 - July 2002
Job Senior Vice President at Bel Air Investment Advisors
Industry Financial Services
Experience
Bel Air Investment Advisors May 2015 - Present
J.P. Morgan May 2011 - May 2015
Goldman Sachs November 2004 - May 2011
Cambridge Associates April 2003 - November 2004
Robertson Stephens July 2000 - July 2002
Education
University of Pennsylvania 1996 — 2000
Bachelor's degree
Phillips Academy 1992 — 1996
Bel Air Investment Advisors May 2015 - Present
J.P. Morgan May 2011 - May 2015
Goldman Sachs November 2004 - May 2011
Cambridge Associates April 2003 - November 2004
Robertson Stephens July 2000 - July 2002
Education
University of Pennsylvania 1996 — 2000
Bachelor's degree
Phillips Academy 1992 — 1996
Scarlett Brillet O'Sullivan's Robertson Stephens Experience 1993 - 2001
Job
Industry Venture Capital & Private Equity
Experience
SoftBank Capital June 2012 - Present
SoftBank China & India Holdings March 2007 - Present
Gilt Groupe July 2014 - Present
Chloe + Isabel June 2014 - Present
PayActiv November 2013 - Present
Schoola June 2011 - Present
Punch Entertainment September 2010 - December 2012
Robertson Stephens 1993 - 2001
Morgan Stanley 1991 - 1993
Education
University of Pennsylvania - The Wharton School
MBA
Yale University
BS Economics
SoftBank Capital June 2012 - Present
SoftBank China & India Holdings March 2007 - Present
Gilt Groupe July 2014 - Present
Chloe + Isabel June 2014 - Present
PayActiv November 2013 - Present
Schoola June 2011 - Present
Punch Entertainment September 2010 - December 2012
Robertson Stephens 1993 - 2001
Morgan Stanley 1991 - 1993
Education
University of Pennsylvania - The Wharton School
MBA
Yale University
BS Economics
Justin Hughes, CFA's Robertson Stephens Experience February 1998 - July 2002
Job Investment Professional
Industry Investment Management
Experience
Philadelphia Financial February 2004 - Present
Frontline Technologies Inc. May 2008 - April 2012
Hovde Financial July 2003 - January 2004
Jefferies & Company September 2002 - July 2003
Robertson Stephens February 1998 - July 2002
Putnam Lovell NBF 1996 - 1998
Russell Miller Inc. September 1994 - 1996
Education
University of California, Irvine 1990 — 1994
BA, Economics
Philadelphia Financial February 2004 - Present
Frontline Technologies Inc. May 2008 - April 2012
Hovde Financial July 2003 - January 2004
Jefferies & Company September 2002 - July 2003
Robertson Stephens February 1998 - July 2002
Putnam Lovell NBF 1996 - 1998
Russell Miller Inc. September 1994 - 1996
Education
University of California, Irvine 1990 — 1994
BA, Economics
Heidi Bajurin's Robertson Stephens Experience January 2000 - July 2002
Job Staff Analyst, BMO logistics at Gap Inc.
Industry Apparel & Fashion
Experience
Gap Inc. June 2013 - Present
Gap Inc./Gap Inc. Direct February 2011 - June 2012
Old Navy October 2007 - February 2011
Wells Fargo Foreign Exchange November 2004 - October 2007
Petkevich & Partners July 2002 - June 2004
Robertson Stephens January 2000 - July 2002
Skills
Retail, Store Management, Management, Team Leadership, Teamwork, Project Management, Strategic Planning, Apparel, Sales, Analytics, Budgets, Vendor Management, Product Development, Marketing Strategy, Training
Education
University of San Francisco 1997 — 1999
Bachelor of Science, Business Administration
Gap Inc. June 2013 - Present
Gap Inc./Gap Inc. Direct February 2011 - June 2012
Old Navy October 2007 - February 2011
Wells Fargo Foreign Exchange November 2004 - October 2007
Petkevich & Partners July 2002 - June 2004
Robertson Stephens January 2000 - July 2002
Skills
Retail, Store Management, Management, Team Leadership, Teamwork, Project Management, Strategic Planning, Apparel, Sales, Analytics, Budgets, Vendor Management, Product Development, Marketing Strategy, Training
Education
University of San Francisco 1997 — 1999
Bachelor of Science, Business Administration
David Maigret's Robertson Stephens Experience August 1994 - September 1994
Job Financial Advisor / Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2002 - Present
Van Kasper & Co March 2002 - May 2002
Piper Jaffray January 2002 - May 2002
aVagear Inc January 1997 - June 1998
Charles Schwab 1995 - 1998
Montgomery Securities October 1994 - August 1996
Robertson Stephens August 1994 - September 1994
Hambrecht & Quist March 1994 - May 1994
Tomchin & Associates May 1989 - April 1993
Education
University of San Diego 1985 — 1989
Bahelor's of Business Administration, Finance
Cardinal Newman 1981 — 1985
Rincon Valley Elementary
Wells Fargo Advisors, LLC May 2002 - Present
Van Kasper & Co March 2002 - May 2002
Piper Jaffray January 2002 - May 2002
aVagear Inc January 1997 - June 1998
Charles Schwab 1995 - 1998
Montgomery Securities October 1994 - August 1996
Robertson Stephens August 1994 - September 1994
Hambrecht & Quist March 1994 - May 1994
Tomchin & Associates May 1989 - April 1993
Education
University of San Diego 1985 — 1989
Bahelor's of Business Administration, Finance
Cardinal Newman 1981 — 1985
Rincon Valley Elementary
Mark R. Diamond's Robertson Stephens Experience May 2000 - July 2002
Job Partner at Rimon
Industry Law Practice
Experience
Rimon February 2012 - Present
Diamond Consulting August 2004 - February 2012
Cannell Capital LLC October 2002 - June 2004
Robertson Stephens May 2000 - July 2002
Wasserstein Perella March 1999 - May 2000
Deutsche Bank October 1996 - February 1999
Lehman Brothers April 1990 - September 1996
Coudert Brothers December 1980 - April 1990
Skills
Hedge Funds, Securities, Asset Management, Compliance, Investment Advisory, Trading, Asset Managment, Mergers & Acquisitions, Financial Services, Mergers, Investments, Capital Markets, Alternative Investments, Financial Structuring, Corporate Law
Education
USC Gould School of Law 1977 — 1980
J.D., Law
University of Michigan 1974 — 1977
B.G.S., General Studies
Rimon February 2012 - Present
Diamond Consulting August 2004 - February 2012
Cannell Capital LLC October 2002 - June 2004
Robertson Stephens May 2000 - July 2002
Wasserstein Perella March 1999 - May 2000
Deutsche Bank October 1996 - February 1999
Lehman Brothers April 1990 - September 1996
Coudert Brothers December 1980 - April 1990
Skills
Hedge Funds, Securities, Asset Management, Compliance, Investment Advisory, Trading, Asset Managment, Mergers & Acquisitions, Financial Services, Mergers, Investments, Capital Markets, Alternative Investments, Financial Structuring, Corporate Law
Education
USC Gould School of Law 1977 — 1980
J.D., Law
University of Michigan 1974 — 1977
B.G.S., General Studies
Melissa Kerin Reagan's Robertson Stephens Experience April 2000 - July 2002
Job Attorney at Sherman & Howard
Industry Law Practice
Experience
Sherman & Howard May 2007 - Present
Robertson Stephens April 2000 - July 2002
Gap Inc. July 1999 - April 2000
Education
University of Colorado School of Law 2002 — 2005
J.D.
Washington University in St. Louis 1995 — 1999
BSBA, Finance and Marketing
Sherman & Howard May 2007 - Present
Robertson Stephens April 2000 - July 2002
Gap Inc. July 1999 - April 2000
Education
University of Colorado School of Law 2002 — 2005
J.D.
Washington University in St. Louis 1995 — 1999
BSBA, Finance and Marketing
Denton Kelley's Robertson Stephens Experience 1999 - 2002
Job Managing Principal at LDK Capital, LLC
Industry Real Estate
Experience
LDK Capital, LLC & LDK Ventures, LLC August 2004 - Present
Bessent 2002 - 2004
Robertson stephens 1999 - 2002
Skills
Real Estate, Investments, Mergers & Acquisitions, Real Estate Economics, Real Estate Development, Due Diligence, Management, Real Estate Transactions, Investment Properties, Strategic Planning
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science (BS), Business
LDK Capital, LLC & LDK Ventures, LLC August 2004 - Present
Bessent 2002 - 2004
Robertson stephens 1999 - 2002
Skills
Real Estate, Investments, Mergers & Acquisitions, Real Estate Economics, Real Estate Development, Due Diligence, Management, Real Estate Transactions, Investment Properties, Strategic Planning
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science (BS), Business
Shari Annes's Robertson Stephens Experience 1994 - 1995
Job Principal, founder, sole proprietor at Annes Associates
Industry Information Technology and Services
Experience
MPM Capital 2002 - Present
Annes Associates March 1987 - Present
Annes Associates 1987 - Present
robertson stephens 1994 - 1995
Oglivy & Mather Public Relations 1985 - 1987
Burson-Marsteller, Santa Clara 1983 - 1985
Skills
Entrepreneurship, Venture Capital, Lifesciences, Biotechnology, Marketing, Medical Devices, Corporate Development, Strategic Planning, Start-ups, Corporate Communications, Strategy, Hedge Funds
Education
University of Pennsylvania 1968 — 1971
BA, Psychology
University of Pennsylvania
MPM Capital 2002 - Present
Annes Associates March 1987 - Present
Annes Associates 1987 - Present
robertson stephens 1994 - 1995
Oglivy & Mather Public Relations 1985 - 1987
Burson-Marsteller, Santa Clara 1983 - 1985
Skills
Entrepreneurship, Venture Capital, Lifesciences, Biotechnology, Marketing, Medical Devices, Corporate Development, Strategic Planning, Start-ups, Corporate Communications, Strategy, Hedge Funds
Education
University of Pennsylvania 1968 — 1971
BA, Psychology
University of Pennsylvania
Stephen Wynne's Robertson Stephens Experience 1996 - 2002
Job Private Wealth Advisor at JP Morgan
Industry Investment Management
Experience
J.P. Morgan Securities 2013 - Present
J.P. Morgan Securities 2011 - 2013
JMP Securities 2009 - 2011
Citi 2006 - 2008
Nollenberger Capital Partners 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Renaissance / NYFIX 2003 - 2004
Robertson Stephens 1996 - 2002
St. Ignatius College Preparatory 1996 - 2002
Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg
Education
UC Santa Barbara
Bachelor's Degree, Political Science
Saint Ignatius College Preparatory
J.P. Morgan Securities 2013 - Present
J.P. Morgan Securities 2011 - 2013
JMP Securities 2009 - 2011
Citi 2006 - 2008
Nollenberger Capital Partners 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Renaissance / NYFIX 2003 - 2004
Robertson Stephens 1996 - 2002
St. Ignatius College Preparatory 1996 - 2002
Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg
Education
UC Santa Barbara
Bachelor's Degree, Political Science
Saint Ignatius College Preparatory
felicia engel's Robertson Stephens Experience February 1999 - August 2002
Job Client Associate at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2008 - Present
Neuberger Berman February 2003 - July 2008
Robertson Stephens February 1999 - August 2002
ING/Furman Selz 1997 - 1999
Education
University of Maryland College Park
Bachelor's degree, Political Science and Government
Allianz Global Investors August 2008 - Present
Neuberger Berman February 2003 - July 2008
Robertson Stephens February 1999 - August 2002
ING/Furman Selz 1997 - 1999
Education
University of Maryland College Park
Bachelor's degree, Political Science and Government
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ