Atherton Lane Advisers, LLC
Description
Address: 3000 Sand Hill Rd, Menlo Park, CA 94025 Phone: (650) 233-1200Place name: : Website: : : Hours: : : Category: : Website: http://www.athertonlane.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Atherton Lane Advisers, Llc Posting publicly on the Web Write a review Reviews Be the first to review
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Atherton Lane Advisers, LLC Employees
Employee
Years
Job
Industry
Scott Lindberg Scott Lindberg's Atherton Lane Advisers, LLC Experience January 2005 - December 2011
Job Data Analyst at Intermedia
Industry Venture Capital & Private Equity
Experience
Intermedia April 2015 - Present
U.S. Venture Partners July 1999 - March 2015
Atherton Lane Advisers, LLC January 2005 - December 2011
U.S. Venture Partners July 1999 - June 2001
Skills
R, Predictive Modeling, Data Mining, Machine Learning, Analytics, Predictive Analytics, SAS, Access, VBA, Database Design, Data Analysis, Active Directory, Project Management, SQL, Windows Server, Venture Capital, Microsoft SQL Server, T-SQL, SSIS, SPSS, Logistic Regression, Decision Trees, Artificial Neural..., Cluster Analysis, Classification, Time Series Analysis, Microsoft Excel, Microsoft Word, Web Analytics, Random Forests, Biclustering, Big Data, Analysis, Data Visualization, Business Intelligence, SAS programming, Cloud Computing, SaaS, Start-ups, Databases, SSRS, Team Foundation Server
Education
Northwestern University 2012 — 2014
Master's degree, Predictive Analytics, 3.7/4.0
University of California, Santa Cruz - Extension 2002 — 2004
Certificate of Database Design and Implementation
University of Utah 1994 — 1997
BA Finance, Finance
Hillcrest High 1987 — 1990
GED
Intermedia April 2015 - Present
U.S. Venture Partners July 1999 - March 2015
Atherton Lane Advisers, LLC January 2005 - December 2011
U.S. Venture Partners July 1999 - June 2001
Skills
R, Predictive Modeling, Data Mining, Machine Learning, Analytics, Predictive Analytics, SAS, Access, VBA, Database Design, Data Analysis, Active Directory, Project Management, SQL, Windows Server, Venture Capital, Microsoft SQL Server, T-SQL, SSIS, SPSS, Logistic Regression, Decision Trees, Artificial Neural..., Cluster Analysis, Classification, Time Series Analysis, Microsoft Excel, Microsoft Word, Web Analytics, Random Forests, Biclustering, Big Data, Analysis, Data Visualization, Business Intelligence, SAS programming, Cloud Computing, SaaS, Start-ups, Databases, SSRS, Team Foundation Server
Education
Northwestern University 2012 — 2014
Master's degree, Predictive Analytics, 3.7/4.0
University of California, Santa Cruz - Extension 2002 — 2004
Certificate of Database Design and Implementation
University of Utah 1994 — 1997
BA Finance, Finance
Hillcrest High 1987 — 1990
GED
Christina Wind Christina Wind's Atherton Lane Advisers, LLC Experience February 2005 - Present
Job Portfolio Manager's Assistant at Atherton Lane Advisers, LLC
Industry Investment Management
Experience
Atherton Lane Advisers, LLC February 2005 - Present
The Portola Group March 1993 - February 2005
Education
Notre Dame de Namur University 1990 — 1992
Bachelor's degree, Liberal Studies
Atherton Lane Advisers, LLC February 2005 - Present
The Portola Group March 1993 - February 2005
Education
Notre Dame de Namur University 1990 — 1992
Bachelor's degree, Liberal Studies
Corinne Salera Corinne Salera's Atherton Lane Advisers, LLC Experience March 2008 - December 2011
Job Investment Advisor at Bell Investment Advisors, Inc.
Industry Investment Management
Experience
Bell Investment Advisors, Inc. January 2015 - Present
Bell Investment Advisors, Inc. December 2011 - January 2015
Atherton Lane Advisers, LLC March 2008 - December 2011
Thomson Reuters July 2007 - March 2008
A.G. Edwards November 2006 - June 2007
Skills
Investments, Financial Analysis, Investment Management, Financial Planning, Qualified Retirement..., Portfolio Management, Equities, Fixed Income
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Science, Financial Mathematics and Statistics
Bell Investment Advisors, Inc. January 2015 - Present
Bell Investment Advisors, Inc. December 2011 - January 2015
Atherton Lane Advisers, LLC March 2008 - December 2011
Thomson Reuters July 2007 - March 2008
A.G. Edwards November 2006 - June 2007
Skills
Investments, Financial Analysis, Investment Management, Financial Planning, Qualified Retirement..., Portfolio Management, Equities, Fixed Income
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Science, Financial Mathematics and Statistics
Lisa Sesser Lisa Sesser's Atherton Lane Advisers, LLC Experience January 2006 - October 2006
Job Program Planner at Lockheed Martin Space Systems Company
Industry Defense & Space
Experience
Lockheed Martin Space Systems Company January 2007 - Present
Atherton Lane Advisers, LLC January 2006 - October 2006
L'Occitane en Provence 2003 - 2005
Intrado Incorporated November 2001 - January 2003
ALZA Pharmaceuticals January 2001 - May 2001
Victoria's Secret 2000 - 2001
Santa Cruz Healthcare Center 1998 - 2001
Dr. Benjaman Potkin 1997 - 1998
Skills
Program Management, Earned Value Management, Performance Metrics, Product Life Cycle, Government Contracting, DoD, Security Clearance, FAR, Proposal Writing, Configuration Management, Aerospace, Systems Engineering, Military, MS Project, Government, Process Improvement, Process Scheduler, Deltek, Project Planning, Contract Management, Cost Benefit, Risk Management, Project Coordination, Cross-functional Team..., Metrics, Project Management, Air Force, Government Procurement, Integration, Analysis, Root Cause Analysis, WBS, Procurement, Continuous Improvement, Plannning, Resource Management, Supply Management, Leadership, Schedules, Team Leadership, Subcontracting, Data Analysis, Change Management, Army, Microsoft Office, Spreadsheets, Defense, Budgets, Operational Planning, Microsoft Excel
Education
University of Colorado at Boulder 2003 — 2005
Bachelors of Science, Business & Administration
Lockheed Martin Space Systems Company January 2007 - Present
Atherton Lane Advisers, LLC January 2006 - October 2006
L'Occitane en Provence 2003 - 2005
Intrado Incorporated November 2001 - January 2003
ALZA Pharmaceuticals January 2001 - May 2001
Victoria's Secret 2000 - 2001
Santa Cruz Healthcare Center 1998 - 2001
Dr. Benjaman Potkin 1997 - 1998
Skills
Program Management, Earned Value Management, Performance Metrics, Product Life Cycle, Government Contracting, DoD, Security Clearance, FAR, Proposal Writing, Configuration Management, Aerospace, Systems Engineering, Military, MS Project, Government, Process Improvement, Process Scheduler, Deltek, Project Planning, Contract Management, Cost Benefit, Risk Management, Project Coordination, Cross-functional Team..., Metrics, Project Management, Air Force, Government Procurement, Integration, Analysis, Root Cause Analysis, WBS, Procurement, Continuous Improvement, Plannning, Resource Management, Supply Management, Leadership, Schedules, Team Leadership, Subcontracting, Data Analysis, Change Management, Army, Microsoft Office, Spreadsheets, Defense, Budgets, Operational Planning, Microsoft Excel
Education
University of Colorado at Boulder 2003 — 2005
Bachelors of Science, Business & Administration
Heather Shah's Atherton Lane Advisers, LLC Experience December 2010 - July 2011
Job Client Service Associate at Vista Wealth Management, LLC
Industry Financial Services
Experience
Vista Wealth Management November 2013 - Present
Polaris Wealth Advisers, LLC May 2012 - October 2013
Carion Doty CPA LLP August 2011 - July 2012
Atherton Lane Advisers LLC December 2010 - July 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Quickbooks, UltraTax, FIN Accounting Systems, Excel, Microsoft Word, Microsoft, Thompson Rueters..., Outlook, Time Management, SalesForce.com, Outstanding Customer..., Communication Skills, Access, Personal Tax, Corporate Tax, Investment Strategies, Investment Management, Organizational Skills
Education
California State University-Stanislaus 2006 — 2010
Bachelor's of Science, Business Administration
Vista Wealth Management November 2013 - Present
Polaris Wealth Advisers, LLC May 2012 - October 2013
Carion Doty CPA LLP August 2011 - July 2012
Atherton Lane Advisers LLC December 2010 - July 2011
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Quickbooks, UltraTax, FIN Accounting Systems, Excel, Microsoft Word, Microsoft, Thompson Rueters..., Outlook, Time Management, SalesForce.com, Outstanding Customer..., Communication Skills, Access, Personal Tax, Corporate Tax, Investment Strategies, Investment Management, Organizational Skills
Education
California State University-Stanislaus 2006 — 2010
Bachelor's of Science, Business Administration
Shannon Nielsen's Atherton Lane Advisers, LLC Experience January 2012 - June 2015
Job Client Services Specialist
Industry Financial Services
Experience
Frontier Wealth Management September 2015 - Present
Atherton Lane Advisers, LLC January 2012 - June 2015
Advent Software January 2011 - January 2012
Vantage Wealth Management October 2008 - January 2011
Skills
Investments, Mutual Funds, Financial Services, Customer Service, Life Insurance, Client Services, Customer Relations, Teamwork, Office Operations, Bloomberg BNA Tax..., FactSet
Education
University of Northern Colorado 1999 — 2004
BA, Communications and Journalism
Frontier Wealth Management September 2015 - Present
Atherton Lane Advisers, LLC January 2012 - June 2015
Advent Software January 2011 - January 2012
Vantage Wealth Management October 2008 - January 2011
Skills
Investments, Mutual Funds, Financial Services, Customer Service, Life Insurance, Client Services, Customer Relations, Teamwork, Office Operations, Bloomberg BNA Tax..., FactSet
Education
University of Northern Colorado 1999 — 2004
BA, Communications and Journalism
Bill McDonnell's Atherton Lane Advisers, LLC Experience September 2008 - Present
Job Chief Compliance Officer at Deep Blue Capital Management, L.P.
Industry Financial Services
Experience
Deep Blue Capital Management, L.P. October 2013 - Present
Atherton Lane Advisers, LLC September 2008 - Present
Viking Asset Management, LLC March 2007 - September 2008
Wells Fargo December 2004 - February 2007
Charles Schwab 1997 - 2004
Keesal, Young and Logan 1986 - 1997
Titchell, Maltzman 1985 - 1986
Drexel Burnham Lambert August 1982 - June 1985
Commodity Futures Trading Commission September 1978 - July 1982
Skills
Arbitration, Litigation, Contract Negotiation, Risk Management, Investment Advisory, Commercial Litigation, Civil Litigation, Securities, Compliance, Hedge Funds, Privacy, Derivatives, Securities Law, AML, Securities Regulation, OFAC, Financial Services, Series 65, FINRA, Due Diligence, Series 24, Trading, Broker-Dealer, Investment Advisers Act, Corporate Law, Asset Allocation, Legal Compliance, Investment Company Act, Corporate Governance, Alternative Investments, Mutual Funds, Asset Management, Anti Money Laundering
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
University of California, Hastings College of the Law
Juris doctor
Deep Blue Capital Management, L.P. October 2013 - Present
Atherton Lane Advisers, LLC September 2008 - Present
Viking Asset Management, LLC March 2007 - September 2008
Wells Fargo December 2004 - February 2007
Charles Schwab 1997 - 2004
Keesal, Young and Logan 1986 - 1997
Titchell, Maltzman 1985 - 1986
Drexel Burnham Lambert August 1982 - June 1985
Commodity Futures Trading Commission September 1978 - July 1982
Skills
Arbitration, Litigation, Contract Negotiation, Risk Management, Investment Advisory, Commercial Litigation, Civil Litigation, Securities, Compliance, Hedge Funds, Privacy, Derivatives, Securities Law, AML, Securities Regulation, OFAC, Financial Services, Series 65, FINRA, Due Diligence, Series 24, Trading, Broker-Dealer, Investment Advisers Act, Corporate Law, Asset Allocation, Legal Compliance, Investment Company Act, Corporate Governance, Alternative Investments, Mutual Funds, Asset Management, Anti Money Laundering
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
University of California, Hastings College of the Law
Juris doctor
Peri Soyugenc's Atherton Lane Advisers, LLC Experience February 2005 - Present
Job Director and Portfolio Manager at Atherton Lane Advisers, LLC
Industry Financial Services
Experience
Atherton Lane Advisers, LLC February 2005 - Present
Skills
Alternative Assets, Tactical Asset..., Stock Picking, Derivatives Trading, High Yield, Global Macro, Separately Managed..., Risk Management, Investment Policy..., Separate Accounts
Education
Purdue University
Atherton Lane Advisers, LLC February 2005 - Present
Skills
Alternative Assets, Tactical Asset..., Stock Picking, Derivatives Trading, High Yield, Global Macro, Separately Managed..., Risk Management, Investment Policy..., Separate Accounts
Education
Purdue University
Greg Sommer's Atherton Lane Advisers, LLC Experience October 2012 - Present
Job Assistant Portfolio Manager
Industry Capital Markets
Experience
Atherton Lane Advisers, LLC October 2012 - Present
Centaur Partners January 2012 - October 2012
- June 2010 - May 2011
William O'Neil + Co. Inc. 2008 - May 2010
Skills
Technical Analysis, Equities, Equity Research, Options, ETFs, Trading, Hedging, Investments, Portfolio Management, Securities, Valuation, Data Analysis, Factset, Mergers & Acquisitions
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
B.S., Finance
Atherton Lane Advisers, LLC October 2012 - Present
Centaur Partners January 2012 - October 2012
- June 2010 - May 2011
William O'Neil + Co. Inc. 2008 - May 2010
Skills
Technical Analysis, Equities, Equity Research, Options, ETFs, Trading, Hedging, Investments, Portfolio Management, Securities, Valuation, Data Analysis, Factset, Mergers & Acquisitions
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
B.S., Finance
Mabel Chan's Atherton Lane Advisers, LLC Experience September 2006 - July 2010
Job Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2011 - Present
Atherton Lane Advisers LLC September 2006 - July 2010
Skills
Tax Research, Partnership Taxation, Tax Accounting, Income Tax, Corporate Tax, Tax, CPA, International Tax
Education
Golden Gate University 2010 — 2011
MS, Taxation
San Francisco State University
BA, Mathematics
BDO USA, LLP June 2011 - Present
Atherton Lane Advisers LLC September 2006 - July 2010
Skills
Tax Research, Partnership Taxation, Tax Accounting, Income Tax, Corporate Tax, Tax, CPA, International Tax
Education
Golden Gate University 2010 — 2011
MS, Taxation
San Francisco State University
BA, Mathematics
Wei Shao, CFA's Atherton Lane Advisers, LLC Experience March 2006 - Present
Job Portfolio Manager at Atherton Lane Advisers, LLC
Industry Investment Management
Experience
Atherton Lane Advisers, LLC March 2006 - Present
C-J Advisory, Inc January 2005 - December 2005
State Farm Insurance 2002 - 2005
Skills
Asset Management, Tax Planning, Financial Analysis, Greater China Region..., Financial Planners, Portfolio Management, Wealth, Investments, Asset Allocation
Education
Shanghai International Studies University
Bachelor of Arts (B.A.), English (Major), Finance (Minor)
Atherton Lane Advisers, LLC March 2006 - Present
C-J Advisory, Inc January 2005 - December 2005
State Farm Insurance 2002 - 2005
Skills
Asset Management, Tax Planning, Financial Analysis, Greater China Region..., Financial Planners, Portfolio Management, Wealth, Investments, Asset Allocation
Education
Shanghai International Studies University
Bachelor of Arts (B.A.), English (Major), Finance (Minor)