Hambrecht & Quist
Industry: Investment banking company
DescriptionHambrecht & Quist was an investment bank based in San Francisco, California noted for its focus on the technology and Internet sectors. H&Q was founded by William Hambrecht and George Quist in California, in 1968. Founded: 1968 Founders: Bill Hambrecht, George Quist
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Hambrecht & Quist Employees
Employee
Years
Job
Industry
Gerald See Gerald See's Hambrecht & Quist Experience November 1997 - June 2001
Job Business development at talech
Industry Internet
Experience
talech December 2012 - Present
Yahoo! August 2010 - June 2012
Yahoo! Southeast Asia June 2007 - September 2010
Yahoo! September 2005 - July 2007
Yahoo! June 2003 - September 2005
Apple April 2002 - June 2003
Hambrecht & Quist November 1997 - June 2001
Frost & Sullivan November 1996 - November 1997
Skills
Business Development, Strategy, Strategic Alliances, Product Development, Negotiation, Global Operations, Emerging Markets
Education
University of San Francisco 1992 — 1996
Bachelors, Politics and Economics
Bonn American High School 1984 — 1986
talech December 2012 - Present
Yahoo! August 2010 - June 2012
Yahoo! Southeast Asia June 2007 - September 2010
Yahoo! September 2005 - July 2007
Yahoo! June 2003 - September 2005
Apple April 2002 - June 2003
Hambrecht & Quist November 1997 - June 2001
Frost & Sullivan November 1996 - November 1997
Skills
Business Development, Strategy, Strategic Alliances, Product Development, Negotiation, Global Operations, Emerging Markets
Education
University of San Francisco 1992 — 1996
Bachelors, Politics and Economics
Bonn American High School 1984 — 1986
Steven Aaron Steven Aaron's Hambrecht & Quist Experience September 1993 - February 2000
Job Chief Compliance Officer at WR Hambrecht + Co
Industry Financial Services
Experience
WR Hambrecht + Co November 2014 - Present
Steven Aaron Consulting June 2011 - October 2014
Charles Schwab October 2009 - October 2010
Wells Fargo Securities August 2003 - September 2008
JP Morgan May 2001 - June 2003
Chase, Hambrecht & Quist November 1999 - May 2001
Hambrecht & Quist September 1993 - February 2000
NASD November 1987 - August 1993
Skills
Compliance, Global Compliance, Financial Services, Broker-Dealer, NASD, Broker-Dealer Compliance, FINRA, Capital Markets, Investment Advisor..., Securities Regulation, General Securities..., Securities License, Private Placements, Chief Compliance..., compliance monitoring..., private client..., capital markets..., Written supervisory..., compliance manual, regulatory inquiries, regulators, operations compliance, AML Program, Compliance Consulting, Operations Management, Financial Regulation, Series 63, Securities, Finance, AML, Financial Markets, Options, Hedge Funds, Leadership, Series 7, ETFs, Management, Investment Banking, Mergers & Acquisitions, Series 24, Executive Management, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Trading, KYC
Education
University of San Francisco - Masagung Graduate School of Management 1986 — 1987
MBA
University of Oregon 1980 — 1984
B.S., Economics
WR Hambrecht + Co November 2014 - Present
Steven Aaron Consulting June 2011 - October 2014
Charles Schwab October 2009 - October 2010
Wells Fargo Securities August 2003 - September 2008
JP Morgan May 2001 - June 2003
Chase, Hambrecht & Quist November 1999 - May 2001
Hambrecht & Quist September 1993 - February 2000
NASD November 1987 - August 1993
Skills
Compliance, Global Compliance, Financial Services, Broker-Dealer, NASD, Broker-Dealer Compliance, FINRA, Capital Markets, Investment Advisor..., Securities Regulation, General Securities..., Securities License, Private Placements, Chief Compliance..., compliance monitoring..., private client..., capital markets..., Written supervisory..., compliance manual, regulatory inquiries, regulators, operations compliance, AML Program, Compliance Consulting, Operations Management, Financial Regulation, Series 63, Securities, Finance, AML, Financial Markets, Options, Hedge Funds, Leadership, Series 7, ETFs, Management, Investment Banking, Mergers & Acquisitions, Series 24, Executive Management, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Trading, KYC
Education
University of San Francisco - Masagung Graduate School of Management 1986 — 1987
MBA
University of Oregon 1980 — 1984
B.S., Economics
Marianne (Salter) Jett Marianne (Salter) Jett's Hambrecht & Quist Experience 1997 - 1998
Job President, SCEF (San Carlos Education Foundation)
Industry Internet
Experience
Brittan Park Valuation March 2012 - Present
Jett Cakes September 2009 - March 2011
Mixercast April 2008 - August 2010
Yahoo! 2001 - 2007
Quokka Sports 1998 - 2000
Hambrecht & Quist 1997 - 1998
Skills
MS Office, MS Project, Adobe Omniture (Search..., Google Analytics, Basic HTML skills, Photoshop, Illustrator, FTP
Education
University of Pennsylvania 1992 — 1996
BA, History, Art History
Phillips Academy 1990 — 1992
Brittan Park Valuation March 2012 - Present
Jett Cakes September 2009 - March 2011
Mixercast April 2008 - August 2010
Yahoo! 2001 - 2007
Quokka Sports 1998 - 2000
Hambrecht & Quist 1997 - 1998
Skills
MS Office, MS Project, Adobe Omniture (Search..., Google Analytics, Basic HTML skills, Photoshop, Illustrator, FTP
Education
University of Pennsylvania 1992 — 1996
BA, History, Art History
Phillips Academy 1990 — 1992
Ted Thomas Ted Thomas's Hambrecht & Quist Experience 1993 - 2002
Job Director, Business Development at Rimon Law
Industry Law Practice
Experience
Rimon Law January 2013 - Present
FORT Systems 2011 - 2013
Autodesk June 2012 - September 2012
TAMInvestments 2007 - 2011
Fulcrum Global Partners 2003 - 2004
Wells Fargo Securities 2002 - 2003
Hambrecht & Quist 1993 - 2002
Auspex Systems 1990 - 1992
Skills
Venture Capital, Start-ups, SaaS, Cloud Computing, Equities, Investments, Capital Markets, IPO, Investor Relations, Portfolio Management, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Business Development
Education
University of Pennsylvania
BA (Honors), Chemistry
Rimon Law January 2013 - Present
FORT Systems 2011 - 2013
Autodesk June 2012 - September 2012
TAMInvestments 2007 - 2011
Fulcrum Global Partners 2003 - 2004
Wells Fargo Securities 2002 - 2003
Hambrecht & Quist 1993 - 2002
Auspex Systems 1990 - 1992
Skills
Venture Capital, Start-ups, SaaS, Cloud Computing, Equities, Investments, Capital Markets, IPO, Investor Relations, Portfolio Management, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Business Development
Education
University of Pennsylvania
BA (Honors), Chemistry
Sally Sexton Sally Sexton's Hambrecht & Quist Experience August 1985 - June 1989
Job Tai Chi Instructor at Mission YMCA
Industry Health, Wellness and Fitness
Experience
YMCA of San Francisco March 2013 - Present
My American Friend September 2008 - June 2014
Huazhong University of Science and Technology June 2010 - July 2010
Professional Consulting Network June 1995 - June 2002
Ensemble Information Systems September 1993 - December 1994
SF Hi-Tech & Financial Services Firms January 1992 - September 1993
Montgomery Securities February 1989 - December 1991
Hambrecht & Quist August 1985 - June 1989
Skills
Certified Group..., Tai Chi, Qigong, AOA Classes, Teaching, Tutoring, ESL, Academic Writing, Public Speaking, Teaching English as a..., Community Outreach, Editing, Tai Chi Chuan, Citizenship Education, Writing, Sales, Sales Presentation..., Coaching, English grammar, Fitness, Leadership, Customer Service, Research, Nutrition, Wellness
Education
University of California, Berkeley
BA, Religious Studies
University of North Carolina at Chapel Hill
Comparative Religions
YMCA of San Francisco March 2013 - Present
My American Friend September 2008 - June 2014
Huazhong University of Science and Technology June 2010 - July 2010
Professional Consulting Network June 1995 - June 2002
Ensemble Information Systems September 1993 - December 1994
SF Hi-Tech & Financial Services Firms January 1992 - September 1993
Montgomery Securities February 1989 - December 1991
Hambrecht & Quist August 1985 - June 1989
Skills
Certified Group..., Tai Chi, Qigong, AOA Classes, Teaching, Tutoring, ESL, Academic Writing, Public Speaking, Teaching English as a..., Community Outreach, Editing, Tai Chi Chuan, Citizenship Education, Writing, Sales, Sales Presentation..., Coaching, English grammar, Fitness, Leadership, Customer Service, Research, Nutrition, Wellness
Education
University of California, Berkeley
BA, Religious Studies
University of North Carolina at Chapel Hill
Comparative Religions
Christian Kirsebom Christian Kirsebom's Hambrecht & Quist Experience June 1999 - January 2001
Job Independent Consultant at Arbonne International LLC
Industry Financial Services
Experience
Arbonne International LLC May 2011 - Present
Paulson Investment Company January 2015 - August 2015
Independent Consultant June 2011 - December 2014
Emerging Growth Research, LLC January 2010 - June 2011
ISIS Capital Management December 2008 - January 2010
Jefferies & Company June 2005 - December 2008
Pacific Growth Equities January 2001 - June 2005
Hambrecht & Quist June 1999 - January 2001
Pacific Growth Equities January 1996 - June 1999
Van Kasper & Company July 1993 - June 1996
Skills
Institutional Sales and..., Investor Relations, Investment Banking, Private Equity, Mergers, Valuation, Equities, Corporate Finance, Financial Modeling, Due Diligence, Business Valuation, IPO, Investments, Equity Research, Capital Markets, Hedge Funds, Alternative Investments, Business Development, Venture Capital, M&A experience, Corporate Development, Divestitures, Asset Management, Acquisitions, Securities, Private Placements, Mergers & Acquisitions, Bloomberg
Education
University of San Francisco - School of Management 1991 — 1993
MBA, Finance
University of Oslo (UiO) 1985 — 1990
Cand Mag, Political Science and Economic History
Royal Norwegian Navy Academy 1982 — 1984
Sergeant
Arbonne International LLC May 2011 - Present
Paulson Investment Company January 2015 - August 2015
Independent Consultant June 2011 - December 2014
Emerging Growth Research, LLC January 2010 - June 2011
ISIS Capital Management December 2008 - January 2010
Jefferies & Company June 2005 - December 2008
Pacific Growth Equities January 2001 - June 2005
Hambrecht & Quist June 1999 - January 2001
Pacific Growth Equities January 1996 - June 1999
Van Kasper & Company July 1993 - June 1996
Skills
Institutional Sales and..., Investor Relations, Investment Banking, Private Equity, Mergers, Valuation, Equities, Corporate Finance, Financial Modeling, Due Diligence, Business Valuation, IPO, Investments, Equity Research, Capital Markets, Hedge Funds, Alternative Investments, Business Development, Venture Capital, M&A experience, Corporate Development, Divestitures, Asset Management, Acquisitions, Securities, Private Placements, Mergers & Acquisitions, Bloomberg
Education
University of San Francisco - School of Management 1991 — 1993
MBA, Finance
University of Oslo (UiO) 1985 — 1990
Cand Mag, Political Science and Economic History
Royal Norwegian Navy Academy 1982 — 1984
Sergeant
Thomas W. Turney Thomas W. Turney's Hambrecht & Quist Experience 1982 - 1987
Job
Industry Investment Banking
Experience
NewCap Partners, Inc. 1987 - Present
Hambrecht & Quist 1982 - 1987
Security Pacific Bank 1977 - 1982
Hughes Aircraft Company 1975 - 1977
Skills
Capital, Mergers, Investments, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Divestitures, Due Diligence, Corporate Development, Executive Management, Mergers & Acquisitions, Financial Modeling, Business Strategy, Private Placements, Start-ups, Strategy, Financial Structuring, Valuation, Funding, Equities, Portfolio Management, Capital Markets, M&A experience, Asset Management
Education
UCLA
BA, Economics
University of Southern California
MA, Economics
University of Southern California
MBA, Finance
NewCap Partners, Inc. 1987 - Present
Hambrecht & Quist 1982 - 1987
Security Pacific Bank 1977 - 1982
Hughes Aircraft Company 1975 - 1977
Skills
Capital, Mergers, Investments, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Divestitures, Due Diligence, Corporate Development, Executive Management, Mergers & Acquisitions, Financial Modeling, Business Strategy, Private Placements, Start-ups, Strategy, Financial Structuring, Valuation, Funding, Equities, Portfolio Management, Capital Markets, M&A experience, Asset Management
Education
UCLA
BA, Economics
University of Southern California
MA, Economics
University of Southern California
MBA, Finance
Diana Godwin Diana Godwin's Hambrecht & Quist Experience 1987 - 1989
Job Director, Global Certification Programs at Oracle Corporation
Industry Computer Software
Experience
Oracle April 2010 - Present
Oracle August 1999 - April 2010
Hambrecht & Quist 1987 - 1989
Skills
SaaS, Cloud Computing, Enterprise Software, Strategy, Business Alliances, Professional Services, Business Process, Business Strategy, Management, Coaching, Analytical Skills, Program Management, CRM, Business Intelligence, Solution Selling
Education
University of California, Berkeley 1982 — 1987
University of Michigan
Executive MBA Program, Quality Assurance
Oracle April 2010 - Present
Oracle August 1999 - April 2010
Hambrecht & Quist 1987 - 1989
Skills
SaaS, Cloud Computing, Enterprise Software, Strategy, Business Alliances, Professional Services, Business Process, Business Strategy, Management, Coaching, Analytical Skills, Program Management, CRM, Business Intelligence, Solution Selling
Education
University of California, Berkeley 1982 — 1987
University of Michigan
Executive MBA Program, Quality Assurance
Arvin Lee Arvin Lee's Hambrecht & Quist Experience September 1996 - September 2000
Job Technology Manager
Industry Financial Services
Experience
Wells Fargo Bank June 2008 - Present
Charles Schwab & Co. August 2006 - December 2007
Wells Capital Management February 2002 - July 2006
Wells Capital Management October 2000 - January 2002
Hambrecht & Quist September 1996 - September 2000
Skills
Middleware, SDLC, Business Process, Fixed Income, Risk Management, Auditing, Testing, Analysis, Business Analysis, IT Audit, Financial Services, Requirements Gathering, Banking, Enterprise Risk..., IT Strategy, IT Management
Education
University of San Francisco 1991 — 1995
Wells Fargo Bank June 2008 - Present
Charles Schwab & Co. August 2006 - December 2007
Wells Capital Management February 2002 - July 2006
Wells Capital Management October 2000 - January 2002
Hambrecht & Quist September 1996 - September 2000
Skills
Middleware, SDLC, Business Process, Fixed Income, Risk Management, Auditing, Testing, Analysis, Business Analysis, IT Audit, Financial Services, Requirements Gathering, Banking, Enterprise Risk..., IT Strategy, IT Management
Education
University of San Francisco 1991 — 1995
John Roediger's Hambrecht & Quist Experience 1993 - 2000
Job Managing Director at Signal Hill Capital
Industry Financial Services
Experience
Signal Hill Capital May 2013 - Present
Montgomery and Co January 2005 - May 2013
J.P. Morgan 2002 - 2005
Hambrecht & Quist 1993 - 2000
Skills
Venture Capital, Private Equity, Investment Banking, Corporate Development, Equities, Valuation, Hedge Funds, Mergers, Capital Markets, Investments, Financial Modeling, Private Placements, Series 7, Growth Capital, Equity Research, Financial Analysis, Alternative Investments, Mergers & Acquisitions, Asset Management, Portfolio Management, IPO, M&A experience
Education
University of Southern California
Biomedical Engineering
Signal Hill Capital May 2013 - Present
Montgomery and Co January 2005 - May 2013
J.P. Morgan 2002 - 2005
Hambrecht & Quist 1993 - 2000
Skills
Venture Capital, Private Equity, Investment Banking, Corporate Development, Equities, Valuation, Hedge Funds, Mergers, Capital Markets, Investments, Financial Modeling, Private Placements, Series 7, Growth Capital, Equity Research, Financial Analysis, Alternative Investments, Mergers & Acquisitions, Asset Management, Portfolio Management, IPO, M&A experience
Education
University of Southern California
Biomedical Engineering
Georgia Erbez Georgia Erbez's Hambrecht & Quist Experience April 1997 - June 1998
Job Chief Financial Officer
Industry Biotechnology
Experience
Raptor Pharmaceutical September 2012 - November 2014
Beal Advisors April 2008 - April 2013
Collins Stewart April 2011 - January 2012
Jefferies & Company May 2005 - April 2008
Cowen and Company 1998 - 2002
Hambrecht & Quist April 1997 - June 1998
Alex Brown & Sons July 1989 - January 1997
Skills
Mergers, Emerging Markets, Investment Banking, Valuation, Business Strategy, Financial Modeling, Strategic Planning, Strategy Development, Capital Structure, Biotechnology, Business Valuation, New Business Development, Corporate Finance, Financial Analysis, Strategy, Corporate Development, Mergers, Private Equity, Venture Capital, Mergers & Acquisitions
Education
University of California, Davis 1985 — 1989
BA, International Relations
Raptor Pharmaceutical September 2012 - November 2014
Beal Advisors April 2008 - April 2013
Collins Stewart April 2011 - January 2012
Jefferies & Company May 2005 - April 2008
Cowen and Company 1998 - 2002
Hambrecht & Quist April 1997 - June 1998
Alex Brown & Sons July 1989 - January 1997
Skills
Mergers, Emerging Markets, Investment Banking, Valuation, Business Strategy, Financial Modeling, Strategic Planning, Strategy Development, Capital Structure, Biotechnology, Business Valuation, New Business Development, Corporate Finance, Financial Analysis, Strategy, Corporate Development, Mergers, Private Equity, Venture Capital, Mergers & Acquisitions
Education
University of California, Davis 1985 — 1989
BA, International Relations
David Paley David Paley's Hambrecht & Quist Experience 1989 - 1992
Job Founder at Exchange SI, LLC
Industry Investment Banking
Experience
Exchange SI, LLC 2013 - Present
BNP Paribas 2011 - 2013
Deutsche Bank 2005 - 2010
Citi 1996 - 2005
Morgan Stanley 1994 - 1996
University of Pennsylvania 1993 - 1994
Hambrecht & Quist 1989 - 1992
Skills
Equity Derivatives, Derivatives, Structured Products, Equities, Capital Markets, Equity Research, Alternative Investments, Options, Credit Derivatives, Fixed Income, Hedge Funds, Investment Banking, Financial Structuring, Bloomberg, Structured Finance, Sales
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.)
University of Michigan College of Literature, Science, and the Arts 1985 — 1989
Exchange SI, LLC 2013 - Present
BNP Paribas 2011 - 2013
Deutsche Bank 2005 - 2010
Citi 1996 - 2005
Morgan Stanley 1994 - 1996
University of Pennsylvania 1993 - 1994
Hambrecht & Quist 1989 - 1992
Skills
Equity Derivatives, Derivatives, Structured Products, Equities, Capital Markets, Equity Research, Alternative Investments, Options, Credit Derivatives, Fixed Income, Hedge Funds, Investment Banking, Financial Structuring, Bloomberg, Structured Finance, Sales
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.)
University of Michigan College of Literature, Science, and the Arts 1985 — 1989
John Ryu John Ryu's Hambrecht & Quist Experience March 1998 - April 1998
Job Preseed/Seed Stage Investor
Industry Venture Capital & Private Equity
Experience
Scout Ventures May 2009 - Present
WebMD December 2009 - August 2012
The Center for Innovative Financial Technology, UC Berkeley March 2008 - December 2009
Prism VentureWorks May 2008 - July 2008
AdECN / Microsoft January 2007 - 2007
WhenU October 2002 - December 2006
Cap Gemini Ernst & Young September 2000 - November 2001
Hambrecht & Quist March 1998 - April 1998
Skills
Product Marketing, Financial Modeling, Management Consulting, Strategic Consulting, Entrepreneurship, Strategic Partnerships, Venture Capital, Product Strategy, Start-ups, Analytics, Product Management, Digital Media, Mobile, Online Advertising, Product Development, Mobile Applications, Online Marketing, New Business Development, Monetization, Investments, Venture Financing, Health, Marketing Strategy, Health Marketing, Business Development, Strategy, Management, Business Strategy, Strategic Planning, Marketing
Education
Yale University
B.A., Economics
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration
Scout Ventures May 2009 - Present
WebMD December 2009 - August 2012
The Center for Innovative Financial Technology, UC Berkeley March 2008 - December 2009
Prism VentureWorks May 2008 - July 2008
AdECN / Microsoft January 2007 - 2007
WhenU October 2002 - December 2006
Cap Gemini Ernst & Young September 2000 - November 2001
Hambrecht & Quist March 1998 - April 1998
Skills
Product Marketing, Financial Modeling, Management Consulting, Strategic Consulting, Entrepreneurship, Strategic Partnerships, Venture Capital, Product Strategy, Start-ups, Analytics, Product Management, Digital Media, Mobile, Online Advertising, Product Development, Mobile Applications, Online Marketing, New Business Development, Monetization, Investments, Venture Financing, Health, Marketing Strategy, Health Marketing, Business Development, Strategy, Management, Business Strategy, Strategic Planning, Marketing
Education
Yale University
B.A., Economics
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration
William Metz William Metz's Hambrecht & Quist Experience December 1987 - January 1990
Job Sr. Investment Executive at Feltl and Company
Industry Financial Services
Experience
Feltl and Company November 2012 - Present
Advanced Equities May 2005 - November 2012
Lehman Brothers January 2000 - May 2005
Cowen and Company January 1990 - January 2000
Hambrecht & Quist December 1987 - January 1990
Oppenheimer & Co. May 1985 - December 1987
Bear Stearns October 1982 - May 1985
Various Financial Firms May 1975 - October 1982
Skills
Securities, Due Diligence, Financial Services, Capital Markets, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Valuation, FINRA
Education
University of Missouri-Columbia 1969 — 1974
BA, MS, History, Geography
Feltl and Company November 2012 - Present
Advanced Equities May 2005 - November 2012
Lehman Brothers January 2000 - May 2005
Cowen and Company January 1990 - January 2000
Hambrecht & Quist December 1987 - January 1990
Oppenheimer & Co. May 1985 - December 1987
Bear Stearns October 1982 - May 1985
Various Financial Firms May 1975 - October 1982
Skills
Securities, Due Diligence, Financial Services, Capital Markets, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Valuation, FINRA
Education
University of Missouri-Columbia 1969 — 1974
BA, MS, History, Geography
Erez Levy Erez Levy's Hambrecht & Quist Experience 1995 - 1999
Job Managing Director, Intellectual Property Finance Group at Fortress Investment Group
Industry Venture Capital & Private Equity
Experience
Fortress Investment Group February 2013 - Present
Koru Venture Partners November 2012 - February 2013
TriplePoint Capital March 2007 - October 2012
JPMorgan 1999 - 2007
Hambrecht & Quist 1995 - 1999
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Fortress Investment Group February 2013 - Present
Koru Venture Partners November 2012 - February 2013
TriplePoint Capital March 2007 - October 2012
JPMorgan 1999 - 2007
Hambrecht & Quist 1995 - 1999
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Helen Miazga Helen Miazga's Hambrecht & Quist Experience September 1983 - September 2001
Job Administrative Manager, Auction Products Group at WR Hambrecht + Co
Industry Financial Services
Experience
WR Hambrecht + Co October 2003 - Present
Hambrecht & Quist September 1983 - September 2001
Hambrecht & Quist 1983 - 2001
Education
University of San Francisco 1986 — 1988
BS, Organizational Behavior
WR Hambrecht + Co October 2003 - Present
Hambrecht & Quist September 1983 - September 2001
Hambrecht & Quist 1983 - 2001
Education
University of San Francisco 1986 — 1988
BS, Organizational Behavior
Greg Robin's Hambrecht & Quist Experience 1991 - 1993
Job Salesforce & QuickBase Specialist
Industry Information Technology and Services
Experience
Productivity Advisors January 2002 - Present
Niku Corporation December 2000 - January 2002
Excite@Home December 1997 - September 2000
Hambrecht & Quist 1991 - 1993
Skills
SaaS, Program Management, Software Selection, Strategy, Start-ups, Account Management, Financial Analysis, Business Planning, Partner Management, Salesforce.com..., Lead Generation, Management, Business Development, Management Consulting, Product Management, General Awesomeness, Cloud Computing, Strategic Partnerships, Consulting, CRM, Salesforce.com, Enterprise Software, Mergers & Acquisitions, Force.com, Entrepreneurship
Education
Salesforce.com Certifications 2009 — 2012
Admin 201 and Dev 401
Intuit Solution Partner 2001 — 2015
Certified
University of Pennsylvania, Wharton School 1984 — 1988
BS Economics
La Jolla High School
Productivity Advisors January 2002 - Present
Niku Corporation December 2000 - January 2002
Excite@Home December 1997 - September 2000
Hambrecht & Quist 1991 - 1993
Skills
SaaS, Program Management, Software Selection, Strategy, Start-ups, Account Management, Financial Analysis, Business Planning, Partner Management, Salesforce.com..., Lead Generation, Management, Business Development, Management Consulting, Product Management, General Awesomeness, Cloud Computing, Strategic Partnerships, Consulting, CRM, Salesforce.com, Enterprise Software, Mergers & Acquisitions, Force.com, Entrepreneurship
Education
Salesforce.com Certifications 2009 — 2012
Admin 201 and Dev 401
Intuit Solution Partner 2001 — 2015
Certified
University of Pennsylvania, Wharton School 1984 — 1988
BS Economics
La Jolla High School
Seth Scholar's Hambrecht & Quist Experience November 1989 - April 1993
Job
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank May 2011 - Present
CSI Capital Management (acquired Tamalpais Wealth Advisors) February 2010 - May 2011
Tamalpais Wealth Advisors May 2005 - February 2010
Sand Hill Advisors November 2002 - May 2005
Harris Bretall Sullivan & Smith LLC April 1993 - August 2002
Hambrecht & Quist November 1989 - April 1993
Bear Stearns September 1987 - November 1989
Skills
Portfolio Management, Equities, Options, Management, Asset Allocation, Hedge Funds, Investment Management, Alternative Investments, Investments, Wealth Management, Investment Strategies, Investment Advisory, Asset Management, Wealth Management..., Mutual Funds
Education
University of California, Santa Barbara 1984 — 1987
BA, Business / Economics
University of California, Berkeley Extension 2006 — 2008
Graduate Certificate, Personal Financial Planning
The Private Client Reserve of U.S. Bank May 2011 - Present
CSI Capital Management (acquired Tamalpais Wealth Advisors) February 2010 - May 2011
Tamalpais Wealth Advisors May 2005 - February 2010
Sand Hill Advisors November 2002 - May 2005
Harris Bretall Sullivan & Smith LLC April 1993 - August 2002
Hambrecht & Quist November 1989 - April 1993
Bear Stearns September 1987 - November 1989
Skills
Portfolio Management, Equities, Options, Management, Asset Allocation, Hedge Funds, Investment Management, Alternative Investments, Investments, Wealth Management, Investment Strategies, Investment Advisory, Asset Management, Wealth Management..., Mutual Funds
Education
University of California, Santa Barbara 1984 — 1987
BA, Business / Economics
University of California, Berkeley Extension 2006 — 2008
Graduate Certificate, Personal Financial Planning
Glenn Chen's Hambrecht & Quist Experience 1995 - 1996
Job ERSO Financial Services Analyst
Industry Accounting
Experience
UC Berkeley August 2008 - Present
RBC Dain Rauscher February 2002 - November 2007
JP Morgan 2001 - 2002
Hambrecht and Quist 1995 - 2002
Hambrecht & Quist 1995 - 1996
Skills
Securities, Investments, Equities, Series 7, Capital Markets, Portfolio Management, Trading, Investment Banking, Financial Markets, Financial Modeling, Financial Services, Finance, Private Equity, Valuation, Hedge Funds, Bloomberg
Education
University of Oregon 1990 — 1995
Bachelor of Science (BS), Behaviorial Psychology and Business Administration
Henry M. Gunn High school 1987 — 1990
UC Berkeley August 2008 - Present
RBC Dain Rauscher February 2002 - November 2007
JP Morgan 2001 - 2002
Hambrecht and Quist 1995 - 2002
Hambrecht & Quist 1995 - 1996
Skills
Securities, Investments, Equities, Series 7, Capital Markets, Portfolio Management, Trading, Investment Banking, Financial Markets, Financial Modeling, Financial Services, Finance, Private Equity, Valuation, Hedge Funds, Bloomberg
Education
University of Oregon 1990 — 1995
Bachelor of Science (BS), Behaviorial Psychology and Business Administration
Henry M. Gunn High school 1987 — 1990
Megan Purtell's Hambrecht & Quist Experience 1995 - 2001
Job Marketing & Event Professional
Industry Events Services
Experience
Purtell Marketing & Planning February 2011 - Present
Capitol Management October 2003 - January 2011
JPMorgan Chase 1995 - 2002
Hambrecht & Quist 1995 - 2001
Skills
Event Planning, Public Relations, Press Releases, Marketing Communications, Association Management, Leadership, Fundraising, Marketing, Non-profits, Management, Meeting Planning, New Business Development, Nonprofits, Project Planning, Internal Communications, Sales, Trade Shows, Newsletters, Public Speaking, Event Management, Strategic Planning
Education
University of Minnesota-Twin Cities 1983 — 1989
BA, History
Purtell Marketing & Planning February 2011 - Present
Capitol Management October 2003 - January 2011
JPMorgan Chase 1995 - 2002
Hambrecht & Quist 1995 - 2001
Skills
Event Planning, Public Relations, Press Releases, Marketing Communications, Association Management, Leadership, Fundraising, Marketing, Non-profits, Management, Meeting Planning, New Business Development, Nonprofits, Project Planning, Internal Communications, Sales, Trade Shows, Newsletters, Public Speaking, Event Management, Strategic Planning
Education
University of Minnesota-Twin Cities 1983 — 1989
BA, History
Audrey Hyman's Hambrecht & Quist Experience 1995 - 2000
Job President, Alameda Education Association
Industry Education Management
Experience
Alameda Education Association October 2013 - Present
Alameda Unified School District August 2006 - October 2013
JP Morgan H&Q January 1990 - January 2001
Hambrecht & Quist 1995 - 2000
JP Morgan H&Q January 1990 - January 1993
Skills
Teaching, Management, Event Planning, Social Media, Business Development, Strategic Planning, Microsoft Office, Event Management, Employee Relations, Public Speaking, Human Resources, Public Relations, Editing, System Administration, Program Development
Education
University of California, San Diego 1985 — 1989
BA, Political Science/French Literature
Universite de Strasbourg 1988 — 1988
French Language
Alameda Education Association October 2013 - Present
Alameda Unified School District August 2006 - October 2013
JP Morgan H&Q January 1990 - January 2001
Hambrecht & Quist 1995 - 2000
JP Morgan H&Q January 1990 - January 1993
Skills
Teaching, Management, Event Planning, Social Media, Business Development, Strategic Planning, Microsoft Office, Event Management, Employee Relations, Public Speaking, Human Resources, Public Relations, Editing, System Administration, Program Development
Education
University of California, San Diego 1985 — 1989
BA, Political Science/French Literature
Universite de Strasbourg 1988 — 1988
French Language
Amy Farrell's Hambrecht & Quist Experience September 1993 - January 2000
Job Human Resources Specialist at Berkshire Partners LLC
Industry Financial Services
Experience
Berkshire Partners August 2011 - Present
Berkshire Partners LLC August 2011 - Present
McNamee Lawrence & Co. July 2004 - July 2011
Wells Fargo Securities January 2002 - July 2004
JPMorgan/ Chase / H&Q January 2001 - January 2002
Banc of America Securities January 2000 - January 2001
Hambrecht & Quist September 1993 - January 2000
Skills
Mergers & Acquisitions, Capital Markets, Human Resources, Venture Capital, Financial Modeling, Valuation, Investments, Investment Banking, Start-ups, Corporate Finance, Financial Analysis, Private Equity, Strategy, Equities, Business Strategy, Due Diligence, Hedge Funds, Strategic Planning, Executive Management, Securities
Education
University of Rhode Island 1989 — 1993
Psychology and Sociology Majors
University of Rhode Island 1989 — 1993
Bachelor of Arts (B.A.), Psychology and Sociology
Berkshire Partners August 2011 - Present
Berkshire Partners LLC August 2011 - Present
McNamee Lawrence & Co. July 2004 - July 2011
Wells Fargo Securities January 2002 - July 2004
JPMorgan/ Chase / H&Q January 2001 - January 2002
Banc of America Securities January 2000 - January 2001
Hambrecht & Quist September 1993 - January 2000
Skills
Mergers & Acquisitions, Capital Markets, Human Resources, Venture Capital, Financial Modeling, Valuation, Investments, Investment Banking, Start-ups, Corporate Finance, Financial Analysis, Private Equity, Strategy, Equities, Business Strategy, Due Diligence, Hedge Funds, Strategic Planning, Executive Management, Securities
Education
University of Rhode Island 1989 — 1993
Psychology and Sociology Majors
University of Rhode Island 1989 — 1993
Bachelor of Arts (B.A.), Psychology and Sociology
Martino Borelli's Hambrecht & Quist Experience 1997 - 2002
Job Sabbatical
Industry Investment Management
Experience
Phineus Partners February 2002 - September 2015
Hambrecht & Quist 1997 - 2002
Skills
Financial Analysis
Education
University of Geneva 1980 — 1984
Phineus Partners February 2002 - September 2015
Hambrecht & Quist 1997 - 2002
Skills
Financial Analysis
Education
University of Geneva 1980 — 1984
David Maigret's Hambrecht & Quist Experience March 1994 - May 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
Matthew Dermer's Hambrecht & Quist Experience 1997 - 2001
Job Managing Director Investments
Industry Financial Services
Experience
Large Commercial Bank September 2007 - Present
Lehman Brothers April 2001 - September 2007
Hambrecht & Quist 1997 - 2001
JP Morgan, Chase H&Q, Hambrecht & Quist 1997 - 2001
Oppenheimer & Co. 1991 - 1997
Skills
Investments, Treasury, Risk Management, Loans, Capital Markets, Fixed Income, FX Options, Asset Managment, Private Equity, Portfolio Management, Corporate Finance, Financial Analysis, Banking, Cash Management, Treasury Management, Asset Management
Education
University of Michigan 1987 — 1991
Large Commercial Bank September 2007 - Present
Lehman Brothers April 2001 - September 2007
Hambrecht & Quist 1997 - 2001
JP Morgan, Chase H&Q, Hambrecht & Quist 1997 - 2001
Oppenheimer & Co. 1991 - 1997
Skills
Investments, Treasury, Risk Management, Loans, Capital Markets, Fixed Income, FX Options, Asset Managment, Private Equity, Portfolio Management, Corporate Finance, Financial Analysis, Banking, Cash Management, Treasury Management, Asset Management
Education
University of Michigan 1987 — 1991
Erik Wiberg's Hambrecht & Quist Experience 1991 - 1996
Job Senior Vice President, Strategy and Corporate Development at Anacor Pharmaceuticals
Industry Pharmaceuticals
Experience
Anacor Pharmaceuticals December 2010 - Present
Dish and Spoon Productions LLC 2010 - Present
Catalyst Biosciences 2007 - 2010
Johnson & Johnson 2003 - 2006
ALZA Corporation 2001 - 2003
ALZA Corporation 1998 - 2001
UBS 1996 - 1998
Hambrecht & Quist 1991 - 1996
Skills
Biotechnology, Lifesciences, Technology Transfer, Pharmaceutical Industry, Start-ups, Mergers, Corporate Development, Drug Discovery, Valuation, Business Development, Oncology, IPO, Clinical Development, Mergers & Acquisitions, Cross-functional Team..., Medical Devices, Venture Capital, Life Sciences
Education
University of Pennsylvania 1981 — 1985
BS, BAS, Finance, Accounting, Computer Science
Anacor Pharmaceuticals December 2010 - Present
Dish and Spoon Productions LLC 2010 - Present
Catalyst Biosciences 2007 - 2010
Johnson & Johnson 2003 - 2006
ALZA Corporation 2001 - 2003
ALZA Corporation 1998 - 2001
UBS 1996 - 1998
Hambrecht & Quist 1991 - 1996
Skills
Biotechnology, Lifesciences, Technology Transfer, Pharmaceutical Industry, Start-ups, Mergers, Corporate Development, Drug Discovery, Valuation, Business Development, Oncology, IPO, Clinical Development, Mergers & Acquisitions, Cross-functional Team..., Medical Devices, Venture Capital, Life Sciences
Education
University of Pennsylvania 1981 — 1985
BS, BAS, Finance, Accounting, Computer Science
DIANE KOHLER's Hambrecht & Quist Experience August 1999 - April 2001
Job MANAGING DIRECTOR & PORTFOLIO MANAGER, First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist August 1999 - April 2001
Merrill Lynch 1986 - August 1999
Skills
Management, Investments, Financial Services, Portfolio Management, Finance, Strategic Planning, Customer Service, Leadership
Education
University of Hawaii at Manoa 1978 — 1981
First Republic Private Wealth Management 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist August 1999 - April 2001
Merrill Lynch 1986 - August 1999
Skills
Management, Investments, Financial Services, Portfolio Management, Finance, Strategic Planning, Customer Service, Leadership
Education
University of Hawaii at Manoa 1978 — 1981
Greg Stilson's Hambrecht & Quist Experience 1996 - 2003
Job Capital Markets Professional
Industry Capital Markets
Experience
White Oak Financial Management 2009 - Present
Pacific Growth Equities 2007 - 2008
Hambrecht & Quist 1996 - 2003
Dean Witter Reynolds 1991 - 1996
Education
University of California, Berkeley 1983 — 1988
BA, Sociology
White Oak Financial Management 2009 - Present
Pacific Growth Equities 2007 - 2008
Hambrecht & Quist 1996 - 2003
Dean Witter Reynolds 1991 - 1996
Education
University of California, Berkeley 1983 — 1988
BA, Sociology
Robert Matsumoto's Hambrecht & Quist Experience October 1996 - December 1999
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan January 2000 - Present
Hambrecht & Quist October 1996 - December 1999
Apple Computer January 1995 - August 1996
Wilson Sonsini Goodrich and Rosati August 1988 - January 1995
Education
University of California, Berkeley 1984 — 1988
B.A., Legal Studies
JPMorgan January 2000 - Present
Hambrecht & Quist October 1996 - December 1999
Apple Computer January 1995 - August 1996
Wilson Sonsini Goodrich and Rosati August 1988 - January 1995
Education
University of California, Berkeley 1984 — 1988
B.A., Legal Studies
Kathleen Charles, CFP®'s Hambrecht & Quist Experience March 1987 - October 1990
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2014 - Present
Protected Investors of America January 2004 - February 2014
Hambrecht & Quist March 1987 - October 1990
Education
University of California, Berkeley, Haas School of Business 1982 — 1985
M.B.A., Finance
University of Michigan 1974 — 1976
M.S., Biochemistry
University of Michigan 1970 — 1974
B.S., Cellular Biology
LPL Financial February 2014 - Present
Protected Investors of America January 2004 - February 2014
Hambrecht & Quist March 1987 - October 1990
Education
University of California, Berkeley, Haas School of Business 1982 — 1985
M.B.A., Finance
University of Michigan 1974 — 1976
M.S., Biochemistry
University of Michigan 1970 — 1974
B.S., Cellular Biology
Holly Hollenbeck's Hambrecht & Quist Experience July 1995 - September 1997
Job Owner, HSH Interiors
Industry Design
Experience
HSH Interiors February 2002 - Present
Studio 104 January 1999 - October 2000
LECG October 1997 - December 1998
Hambrecht & Quist July 1995 - September 1997
Skills
Furniture, Space planning, Color Schemes, Artwork, Interior Design, Interior Architecture, Custom Remodeling, Fabric Selection, Custom Furniture, Kitchen & Bath Design, Window Coverings, Graphic Design, InDesign, Illustrator, Adobe Creative Suite, Construction, Photoshop, Social Media, Residential Homes, Concept Design, Space Planning
Education
University of California Berkeley Extension 1999 — 2002
Bachelor of Arts (B.A.), Mass Communications/Media Studies
University of California, Los Angeles 1991 — 1995
Bachelor's degree, Mass Communications/Media Studies
HSH Interiors February 2002 - Present
Studio 104 January 1999 - October 2000
LECG October 1997 - December 1998
Hambrecht & Quist July 1995 - September 1997
Skills
Furniture, Space planning, Color Schemes, Artwork, Interior Design, Interior Architecture, Custom Remodeling, Fabric Selection, Custom Furniture, Kitchen & Bath Design, Window Coverings, Graphic Design, InDesign, Illustrator, Adobe Creative Suite, Construction, Photoshop, Social Media, Residential Homes, Concept Design, Space Planning
Education
University of California Berkeley Extension 1999 — 2002
Bachelor of Arts (B.A.), Mass Communications/Media Studies
University of California, Los Angeles 1991 — 1995
Bachelor's degree, Mass Communications/Media Studies
Bill Caulkins's Hambrecht & Quist Experience 1982 - 2000
Job Private Wealth Management
Industry Financial Services
Experience
Wunderlich Securities August 2010 - September 2012
Jessup & Lamont Securities June 2008 - July 2010
Van Kasper Investments September 2000 - June 2008
Hambrecht & Quist 1982 - 2000
Skills
Wealth..., Investments, Series 7, Series 63, Wealth Management, Equities
Education
University of Oregon 1972 — 1975
B.S. History
University of Oregon
history
Wunderlich Securities August 2010 - September 2012
Jessup & Lamont Securities June 2008 - July 2010
Van Kasper Investments September 2000 - June 2008
Hambrecht & Quist 1982 - 2000
Skills
Wealth..., Investments, Series 7, Series 63, Wealth Management, Equities
Education
University of Oregon 1972 — 1975
B.S. History
University of Oregon
history
Michael Reisman's Hambrecht & Quist Experience April 1997 - March 1998
Job Associate Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
Wells Fargo Advisors 2004 - 2013
Wells Fargo Advisors 2004 - 2013
NDB Capital Markets April 1998 - June 2002
Hambrecht & Quist April 1997 - March 1998
Skills
FINRA reporting rules, Bloomberg Terminal, Microsoft Excel, Beta, Market Axess, Trading, Business Analysis, Quantitative Analytics, Data Analysis, Emerging Markets
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
MBA
University of California, Riverside 1989 — 1993
Bachelor of Science (BS), Economics
Wells Fargo Advisors January 2008 - Present
Wells Fargo Advisors 2004 - 2013
Wells Fargo Advisors 2004 - 2013
NDB Capital Markets April 1998 - June 2002
Hambrecht & Quist April 1997 - March 1998
Skills
FINRA reporting rules, Bloomberg Terminal, Microsoft Excel, Beta, Market Axess, Trading, Business Analysis, Quantitative Analytics, Data Analysis, Emerging Markets
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
MBA
University of California, Riverside 1989 — 1993
Bachelor of Science (BS), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS