Osborne Partners Capital Management
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Osborne Partners Capital Management Employees
Osborne Partners Capital Management August 2011 - Present
Skills
Team Leadership, Personnel Development, Investments, Client Service, Customer Relations, Portfolio Management, Trading, Securities, Alternative Investments, Asset Management, Wealth Management, Retirement Planning, Management, Dispute Resolution
Education
Loyola University Chicago
Bachelor, Finance
Osborne Partners Capital Management May 2013 - Present
USAA May 2011 - April 2013
Skills
Wealth Management, Financial Services, Financial Planning, Investment Advisory, Investment Management, Certified Financial...
Education
University of Oregon 1985 — 1989
BA, Economics
Pixar Animation Studios August 2011 - Present
Osborne Partners Capital Management June 2005 - August 2011
Mellon Capital Management May 2004 - May 2005
Skills
Financial Modeling
Education
University of California, Berkeley 2001 — 2003
Bachelors of Arts, Mathematics
MUFG Union Bank, N.A. July 2014 - Present
Union Bank December 2012 - Present
Union Bank May 2011 - December 2012
BlackRock April 2011 - May 2011
Osborne Partners Capital Management November 2006 - April 2010
Remedy Staffing July 2004 - September 2004
Washington Mutual April 2001 - January 2004
Education
University of California, Davis 2004 — 2006
BA, Economics
Osborne Partners Capital Management July 2010 - Present
Fitness Anywhere, Inc. 2008 - Present
Menlo Park Atherton Education Foundation 2007 - 2009
Fisher Investments 1993 - 2004
Skills
Strategy, Start-ups, Turn Around Management, Public Speaking, Sales, Management, Entrepreneurship, Leadership, Strategic Planning, Venture Capital, Investments, Fundraising, Sales Management, Coaching, Budgets
Education
Stanford University Graduate School of Business 2006 — 2007
Masters
California State Polytechnic University-Pomona 1986 — 1991
Bachelor of Science
Damien High School
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
SQN Venture Partners April 2015 - Present
SQN Investment Group March 2014 - Present
ATEL Securities Corp. May 2009 - May 2013
Osborne Partners Capital Management 2008 - 2009
Thrivent Financial for Lutherans 2007 - 2008
MassMutual Financial Group 2006 - 2007
Skills
Alternative Investments, RIA, Sales, Sales Management, Training, Marketing, Product Development, Expert relationship..., Sales Presentations, Series 7, Series 66, Life & Health Insurance..., Valuation, Asset Management, Private Equity, Securities, Equities, Investments, Mutual Funds, Venture Capital, Investment Advisory, Series 63, ETFs, Asset Allocation, Financial Analysis, Hedge Funds, Series 65, Funding, FINRA, Strategic Financial..., Due Diligence, Financial Modeling, Wealth Management, Investment Strategies, Financial Advisory, Portfolio Management, Bonds, Uniform Combined State..., Mergers, Private Placements, Investment Management, High Net Worth..., Start-ups, Entrepreneurship, Retirement Planning
Education
DePaul University 2002 — 2006
Bachelor of Arts (BA), Psychology, 3.0
Hinsdale Central 1995 — 1999
Diploma, 3.0
Bank of the West Wealth Management July 2014 - Present
TIAA-CREF June 2012 - June 2014
Osborne Partners Capital Management September 2011 - June 2012
RF Advisors September 2010 - July 2011
UBS Wealth Management February 2005 - September 2010
UBS Financial Services February 2006 - April 2009
Credit Suisse Group January 2001 - January 2005
Credit Suisse 1999 - 2004
Financial Planner January 1999 - January 2001
Cantonal Bank of Bern January 1996 - January 2001
Skills
Asset Management, Wealth Management
Education
Swiss Financial Planning School 2003 — 2005
Master's Degree, equivalency
2001 — 2004
Masters, Business/Finance
Business School of Bern 1996 — 1999
Cantonal Bank of Bern 1996 — 1999
Swiss Business School 1996 — 1999
Bachelor's Degree, equivalency; Finance concentration
Apple September 2014 - Present
Richmond Foodbank June 2013 - August 2013
Bingham, Osborn & Scarborough May 2012 - August 2012
Osborne Partners Capital Management July 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Social Networking, Customer Service
Education
University of Puget Sound 2010 — 2014
Pandora September 2015 - Present
Pandora March 2013 - August 2015
Pandora September 2009 - February 2013
Sportgenic, Inc. April 2008 - August 2009
VolunteerMatch September 2006 - January 2008
Osborne Partners Capital Management October 2005 - September 2006
Fidelity Investments January 2005 - May 2005
Skills
Customer Relations, Online Marketing, Email Marketing, Social Media, Web Project Management, Digital Media, Mobile Advertising, Advertising Management, Online Advertising, DoubleClick
Education
Wake Forest University 2000 — 2004
BA, Spanish, minor Global Trade and Commerce Studies
Stanford University Graduate School of Business 2008 — 2008
Summer Institute for General Management
Osborne Partners Capital Management April 2000 - Present
Wells Fargo Asset Management April 1997 - March 2000
Cowen and Company May 1994 - April 1997
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Industry Capital January 1999 - Present
Osborne Partners Capital Management November 2005 - Present
Eos Partners 1996 - 1998
Skills
Private Equity, Investments, Asset Managment, Derivatives, Venture Capital, Alternative Investments, Portfolio Management, Due Diligence, Real Estate, Hedge Funds, Financial Modeling, Capital Markets, Investment Strategies, Valuation, Mergers & Acquisitions, Asset Management, Fund Of Funds, Securities, Wealth Management, Emerging Markets, Management, LBO, Investment Advisory, Investment Management, Equity Research, M&A experience, Corporate Development, Financial Markets, Financial Structuring, Private Placements
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
University of California, Berkeley 1982 — 1986
BA, Economics, Political Science
Mission Wealth Management, LLC 2013 - Present
Elmwood Wealth Management, Inc. 2012 - 2013
Osborne Partners Capital Management 2010 - 2012
Bingham, Osborn & Scarborough 2008 - 2009
Fisher Investments 2003 - 2008
Banc of America Securities 1998 - 2000
Montgomery Asset Management 1996 - 1998
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
Saint Mary's College of California 1992 — 1995
BS, Finance
Crunchyroll, Inc. May 2015 - Present
Nantucket Brand Clothing Co November 2014 - February 2015
Cisco Systems May 2013 - July 2014
C.M. Construction Co. July 2009 - September 2012
Osborne Partners Capital Management November 2010 - January 2011
BTR Capital Management November 2010 - December 2010
SFPUC June 2008 - September 2008
City and County of San Francisco June 2006 - September 2006
Gap Inc. June 2005 - September 2005
Skills
Project Management, Management, Budgets, Microsoft Excel, Marketing, Training, Public Relations, Time Management, Customer Service, PowerPoint, MS Project, Product Management, Leadership, Negotiation, Social Media, Digital Marketing, Product Marketing, Brand Management, Social Media Marketing, Microsoft Office, Google Adwords, Google Analytics, Editing, Data Analysis, Facebook, LinkedIn, Twitter, Multi Tasking, Software Documentation
Education
University of California, Davis - Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing and Business Development
University of California, Davis 2005 — 2009
BA, International Relations, Economics