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
Fremont Bank December 2013 - Present
Fremont Bank November 2012 - December 2013
Synovus Financial Corporation May 2012 - August 2012
Synovus Financial Corporation February 2012 - May 2012
Wells Fargo Bank April 2006 - October 2011
Business Banking Systems Group August 2003 - March 2006
Robertson Stephens June 2000 - September 2002
Wells Fargo Bank October 1998 - May 2000
Evergreen Funds / Keystone Investments May 1998 - August 1998
KOWAL ASSOCIATES, INC February 1995 - April 1998
Skills
Information Security..., Operational Risk, Operational Risk..., Computer Security, Data Security, Security Awareness, Data Privacy, Compliance, Auditing, IT Audit, Public Policy, Political Campaigns, Political Consulting, Emergency Services, Presenter, Vendor Management, Privacy Policies, Personal Data Protection, Encryption, Security, Information Security, Risk Assessment, Privacy Law, Risk Management, Non-profits, Program Management, IT Management, Project Portfolio..., IT Service Management, Group Presentations, Information Security..., Privacy, Nonprofit Leadership, CISSP, Enterprise Risk..., Business Continuity, Disaster Recovery, Financial Risk, Information Technology, Security Audits, Banking, Networking, Business Process, IT Operations, Software Project..., Business Continuity..., Business Intelligence, Vulnerability Management, CISA, Enterprise Software
Education
Harvard University 1993 — 1994
Ed.M., Admin, Planning, and Policy
Tufts University 1988 — 1993
B.S., Psychology
Wells Fargo Home Mortgage June 2015 - Present
Transit Cafe March 2015 - June 2015
Arguello restaurant January 2015 - June 2015
The Commissary December 2014 - June 2015
Wells Fargo Home Mortgage September 2011 - November 2013
Wells Fargo Home Mortgage January 2008 - December 2008
Washington Mutual November 2004 - December 2007
JPMorgan Chase March 2001 - October 2004
Charles Schwab August 2000 - January 2001
Robertson Stephens June 1997 - April 1998
Skills
Customer Service, Food, Food Service, Food & Beverage, Menu Development, Project Planning, Training, Catering, Restaurants, Food Safety, Cooking, Hospitality Industry, Hospitality Management, Hospitality, Banking
Education
City College of San Francisco 2014 — 2016
Certificate in Culinary Arts, Culinary Arts/Chef Training
University of the Philippines 1993 — 1999
BA and BS, Philosophy and Economics
RPX Corporation September 2013 - Present
Cowen & Company March 2004 - August 2013
SoundView Technology Group March 2003 - January 2004
Robertson Stephens July 1999 - September 2002
Chase July 1994 - July 1997
Carrier Corporation 1993 - 1993
Skills
Private Placements, Investment Banking, Venture Capital, Corporate Development, Private Equity, Valuation, Mergers, Equities, Financial Modeling, Capital Markets, IPO, Corporate Finance, Due Diligence, Hedge Funds, Capital Raising
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Finance and Financial Management Services
Colorado College 1989 — 1993
BA, Economics, Political Science
Institut d'Etudes politiques de Paris / Sciences Po Paris 1991 — 1992
Certificat D'Etudes Politiques
Taft School 1986 — 1989
Nccs
Talend June 2012 - Present
Talend January 2010 - June 2012
SAP June 2009 - January 2010
SAP March 2008 - June 2009
Business Objects July 2007 - March 2008
Cartesis January 2005 - July 2007
CDP Capital September 2002 - January 2005
Robertson Stephens April 2000 - August 2002
PARIBAS January 1996 - April 2000
Skills
Business Intelligence, Debt Restructuring, Business Performance..., Product Management, Venture Capital, Mergers, Venture Debt, Private Equity Funding, ESB, Data Integration, Data Quality, Master Data Management, Strategy, Accounting, OEM negotiations, Product Marketing, Acquisitions, Corporate Development, Mergers & Acquisitions, Business Development, Enterprise Software, Business Alliances, CRM, Due Diligence, Go-to-market Strategy, Integration, Product Development, SaaS, Start-ups
Education
ESSEC 1995 — 1997
MBA
McGill University 1992 — 1995
BA Hons, Economics
John Abbott College 1990 — 1992
DEC, Commerce
Medway High School 1986 — 1990
High School Degree
GoPro 2014 - Present
Qualcomm 2011 - 2014
Atheros Communications 2005 - 2011
Partech International 2002 - 2005
Chahaya Optronics 2000 - 2002
Montgomery Securities 1997 - 1999
Robertson Stephens 1996 - 1997
Mellon Bank 1994 - 1996
Skills
Strategic Partnerships, Start-ups, Semiconductors, Corporate Development, Private Equity, Venture Capital, Mergers & Acquisitions, Business Development, Product Management, Strategy, Competitive Analysis, Equity Research, Go-to-market Strategy, Investor Relations, Strategic Planning, Product Marketing, Licensing
Education
Columbia Business School 1999 — 2001
MBA
Claremont McKenna College 1989 — 1994
BA
Vaco San Francisco June 2014 - Present
MobileHandshake January 2011 - Present
JMP Group August 2003 - December 2010
Federal Home Loan Bank of San Francisco February 2002 - August 2003
Offroad Capital January 1999 - September 2001
Robertson Stephens August 1996 - January 1999
Skills
Executive Management, VMware Infrastructure, Internet Infrastructure, Electronic Trading, Application Management, Technical Analysis, Project Portfolio..., Software Project..., Execution Management..., Order Management, Cloud Computing, Private Cloud, Enterprise Architecture, Vendor Management, Application Lifecycle..., E-commerce, Management, Enterprise Software, SDLC, Agile Methodologies, SaaS, Start-ups, Telecommunications, Mergers & Acquisitions, Virtualization, Business Intelligence, CRM, Disaster Recovery, Mobile Applications, Salesforce.com, Databases, Leadership, Infrastructure, Information Technology, IT Strategy, Venture Capital, Data Center, Big Data, Integration, Analysis, Product Management, Software Development, Agile Project Management, Professional Services, Scalability, Mobile Devices, Web Applications, System Architecture, Solution Architecture, SOA
Education
California State University-Fresno 1985 — 1989
Bachelor of Science
Thrive Foundation for Youth April 2013 - Present
Hudson September 2012 - April 2013
On Call Counsel January 2013 - February 2013
Morgan Stanley Smith Barney April 2012 - February 2013
Special Counsel February 2012 - February 2012
Spokane Superior Court June 2010 - August 2010
University Legal Assistance June 2009 - August 2009
Morgan Stanley Smith Barney (formerly Citi Smith Barney) November 2004 - July 2008
Jefferies & Company July 2002 - October 2004
Robertson Stephens November 2000 - July 2002
Skills
Legal Writing, Legal Research, Research, Wealth Management, Microsoft Office, Event Planning, Lexis, Securities, Microsoft Excel, PowerPoint, Public Speaking, Equities, Document Review, Real Estate, Corporate Law, Civil Litigation, Wills, Courts, Litigation, Westlaw, Estate Planning, Legal Issues
Education
Gonzaga University - School of Business Administration 2010 — 2011
Master of Business Administration (MBA)
Gonzaga University School of Law 2008 — 2011
Doctor of Law (JD)
University of the Pacific 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Self-employed January 2009 - Present
Westridge School 2011 - 2015
Westridge School 2011 - 2015
MUSE/IQUE January 2011 - February 2012
FocalPoint Partners LLC November 2004 - December 2008
Signature Holdings Group LLC October 2004 - December 2004
Winton Capital Management September 2003 - May 2004
Robertson Stephens March 1998 - August 2002
SCA Consulting April 1997 - February 1998
Deloitte & Touche June 1995 - September 1995
Skills
Mergers, Business Development, Private Equity, Corporate Finance, Financial Modeling, Valuation, Venture Capital, Financial Analysis, Due Diligence, Corporate Development, Restructuring, Strategic Planning, Business Strategy, Business Valuation, Investment Banking, Investments, Entrepreneurship, Finance, Investor Relations, Mergers & Acquisitions, Strategy, Executive Management, Budgets, Management, Analysis, Market Analysis, Hedge Funds, Leadership, Structured Finance
Education
CFA Institute 1999 — 2002
CFA
London School of Economics 1994 — 1996
MSc. Econometrics, Econometrics, Corporate Finance
Hamilton College 1990 — 1994
BA, hons. Economics, Economics, Math
Westridge School 1984 — 1990
High School Diploma
Charles Schwab June 2008 - Present
Charles Schwab June 2006 - June 2008
Steve McCamey Consulting 2003 - 2005
Robertson Stephens 1997 - 2002
Wells Fargo Bank 1984 - 1996
Skills
Financial Services, Brokerage, Mutual Funds, Portfolio Management, Accounting, Trust Services, Self Directed IRA, 401k, Qualified Retirement..., Investments, Business Development, Retirement Planning, Relationship Management, Investment Management, Investment Advisory, Asset Allocation, Management, Wealth Management, Retirement
Education
Chapman University 1979 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
UCLA Anderson School of Management
Rothy's March 2013 - Present
CABH Holdings, LLC March 2012 - Present
Infospace March 2010 - October 2011
GCA Savvian Advisors March 2004 - March 2010
Jefferies & Company August 2003 - March 2004
Genesis Capital, LLC October 2002 - August 2003
Robertson Stephens January 1998 - September 2002
Barclays Capital August 1996 - January 1998
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, LBO, Mergers, Private Placements, M&A experience, Restructuring, Equities, Strategy, Due Diligence, Start-ups, Investments, Management, Valuation, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Duke University 1988 — 1992
BA, Political Science and Government
Wake Forest University School of Law 1993 — 1996
Juris Doctor
BTIG,LLC January 2005 - Present
The Shemano Group June 2003 - January 2005
Wedbush Morgan Securities December 2000 - March 2003
First Security Van Kasper, Inc August 2000 - September 2000
Robertson Stephens March 1999 - August 2000
Husic Capital Management June 1996 - January 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Options, Portfolio Management
Education
Michigan State University 1992 — 1996
BA Finance, Finance Spanish
Marian High School 1988 — 1992
Academy of Art University
Drawing
Baker & McKenzie September 2010 - Present
Belavie Marketing & Event Planning Company September 2007 - September 2010
Boutique Hotels Miami Beach July 2001 - August 2007
Robertson Stephens January 1995 - August 1999
Skills
Marketing, Marketing Strategy, Management, Strategic Planning, Social Media, New Business Development, Social Media Marketing, Event Planning, Sales, Public Relations
Education
University of Miami - School of Business 1999 — 2001
MBA, International Business/ Marketing & Spanish
Assumption College
Bachelor's degree, Foreign Affairs and Spanish
Leading BioSciences 2013 - 2015
Zacharon Pharmaceuticals (now BioMarin) 2009 - 2013
Vical 2004 - 2009
Vical 2004 - 2006
Sequenom 2002 - 2004
Robertson Stephens 1998 - 2002
Skills
Drug Development, Drug Discovery, Clinical Development, Business Development, Contract Negotiation, Mergers & Acquisitions, Biotechnology, Investment Banking, Biopharmaceuticals, Pharmaceutical Industry, Lifesciences, Mergers, Strategic Leadership, Executive Management, Infectious Diseases, Start-ups, Biomarkers, Strategy, R&D, Corporate Development, Scientific Management, IP Development, Diagnostics, Finance, Partnerships, Oncology, Clinical Trials, Life Sciences
Education
Harvard University
Ph.D.
Harvard Medical School
M.M.Sc.
Stanford University
B.S.
Dunlap Equity Management, LLC January 1990 - Present
PIMCO Strategic Global Government Fund June 2002 - June 2008
Soros Fund Management 1987 - 1989
GT Capital Management March 1984 - March 1987
Robertson Stephens August 1982 - March 1984
Trust Company of the West August 1978 - July 1980
Education
Harvard Business School 1980 — 1982
MBA, Finance
University of Southern California 1975 — 1978
Bachelor of Arts, Economics
Windhaven Investment Management November 2010 - March 2013
Windward Investment Management May 2008 - November 2010
Morgan Stanley 2005 - 2007
Robertson Stephens 2000 - 2002
Skills
ETFs, Equities, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Hedge Funds, Fixed Income, Alternative Investments, Investments
Education
Harvard Business School
MBA, Finance
United States Military Academy at West Point
BS, Economics
California Institute of Technology September 2014 - Present
Nazarian Enterprises September 2013 - August 2014
Stanford Management Company November 2007 - June 2012
Jefferies & Company August 2002 - February 2006
Robertson Stephens July 1999 - July 2002
Skills
Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Fixed Income, Due Diligence, Capital Markets, Fund Of Funds, Private Equity, Corporate Finance, Equity Research, Investment Management, Asset Allocation
Education
Harvard University 1995 — 1999
AB, Magna Cum Laude in Government
University of California, Los Angeles - The Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Episcopal Academy 1990 — 1995
Tell It Write February 2010 - Present
Stanford University 2010 - Present
Robertson, Stephens July 1989 - July 1996
Skills
business writing, marketing communications, strategic..., content..., Marketing Communications, Web Content, Business Writing, Management, Healthcare, Strategy, Pharmaceutical Industry, Public Relations, Newsletters, Content Strategy, Editorial, Publishing, Journalism, Start-ups, Business Development
Education
Brown University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Concordia Neighborhood association October 2010 - October 2012
David Douglas School District October 2007 - October 2010
Clay Elementary August 2006 - June 2007
University Place School District September 2006 - May 2007
Los Penasquitos Elementary August 2004 - June 2005
Sylvan Learning August 2002 - August 2004
CUSD November 2003 - June 2004
Morgan Stanley March 2001 - May 2002
Robertson Stephens December 1999 - March 2001
Skills
Research, Teaching, Event Planning, Public Speaking, Sales, Staff Development
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
California State University-Long Beach
Preliminary Teaching Certificate: Elemenary Teachingcertificate, Elementary Education and Teaching, 4.0
Deutsche Bank Securities September 2014 - Present
Sidley Austin LLP September 2013 - September 2014
UBS March 2011 - September 2012
Quinn Emanuel May 2009 - August 2009
Morgan Stanley March 2005 - September 2006
Robertson Stephens 1997 - 1997
Skills
Capital Markets, Emerging Markets, Structured Finance, Structured Products, Portfolio Management, Financial Structuring, Trading, Bonds, Commodity
Education
Columbia University School of Law 2007 — 2010
JD
New York University 2003 — 2004
MA, Economics
Columbia University in the City of New York 1998 — 2002
BA, Political Science
TJHSST 1994 — 1998
Nomura Securities March 2014 - Present
Credit Suisse June 2002 - March 2014
Robertson Stephens January 2000 - May 2002
J.P. Morgan October 1996 - January 2000
Fidelity Investments July 1994 - October 1996
Skills
Equities, Fixed Income, Derivatives, Trading Systems, Hedge Funds, Capital Markets, Investment Banking, Electronic Trading, Financial Markets, Trading, FX Options, Equity Derivatives, Bloomberg, Equity Trading, Prime Brokerage, FX trading
Education
Bentley University 1990 — 1994
Bachelor of Science (BS)
Electronic Arts June 2013 - Present
PopCap Games December 2012 - June 2013
PopCap Games June 2012 - December 2012
Von Church May 2011 - May 2012
Kforce Professional Staffing 2005 - April 2010
Wells Fargo - 2004 - 2005
Robertson Stephens 2000 - 2002
Spear, Leeds & Kellogg (Goldman Sachs) 1999 - 2000
Spear, Leeds & Kellogg (Goldman Sachs) 1998 - 1999
Skills
Recruiting, Business Development, Talent Acquisition, Leadership, Sourcing, Management, Start-ups, Fixed Income, Technical Recruiting, Analysis, Mobile Devices, Human Resources, Equities, Digital Marketing
Education
California Polytechnic State University-San Luis Obispo
B.S., Finance
Poway High School
Greene Holcomb Fisher April 2012 - Present
Morgan Keegan & Co., Inc. August 2006 - March 2012
The Breckenridge Group, Inc. August 2004 - August 2006
Genesis Capital, LLC September 2003 - August 2004
Robertson Stephens April 2000 - July 2002
Robinson-Humphrey June 1996 - April 2000
McKinsey & Co. June 1995 - August 1995
Alex. Brown & Sons April 1992 - May 1994
Skills
M&A experience, Capital Markets, Business Services, Industrials, New Business Development, Company Acquisitions, Private Equity, Venture Capital, Investment Banking, public offerings, Private Equity Firms, LBO, Recapitalizations, Buyouts, Mergers, IPO, Mergers & Acquisitions, Start-ups, Executive Management, Portfolio Management, Investments, Divestitures, Strategy, Corporate Development, Alternative Investments, Entrepreneurship, Finance, Capital Raising, Industrial Sector, Corporate Finance
Education
Harvard Business School 1994 — 1996
MBA, General Management
Bucknell University 1987 — 1991
BA, Economics
None Director, Institutional Equity SalesMizuho Securities USA Inc.November 2011 - May 2013
Caris & Company 2008 - November 2011
Oppenheimer & Co. November 2005 - June 2008
Wells Fargo Securities, LLC October 2002 - September 2005
Robertson Stephens January 2001 - July 2002
JP Morgan April 1999 - January 2001
Bear Stearns September 1993 - April 1999
US Army 1987 - 1992
Skills
Equities, Hedge Funds, Equity Research, Capital Markets, Series 7, Series 63, Equity Trading, Alternative Investments, Bloomberg, Securities, Financial Modeling, Investments, Valuation, Investment Banking, Mutual Funds, Portfolio Management, Fixed Income, IPO, Options, Asset Management, FINRA, Trading, Electronic Trading
Education
California State Polytechnic University-Pomona 1984 — 1987
BS, Business
New Mexico Military Institute 1982 — 1984
Associate's degree, Business, Management, Marketing, and Related Support Services
Bulger Partners October 2012 - Present
Morgan Keegan November 2010 - April 2012
Revolution Partners October 2001 - December 2010
Robertson Stephens August 1997 - May 2001
Bank of Boston January 1994 - August 1997
Ford Motor Company 1989 - 1991
Hyundai Motor America 1986 - 1988
Skills
Recapitalizations, Private Equity, Investment Banking, Private Placements, Venture Capital, Growth Capital, Information Technology, Digital Media, Corporate Finance, Finance, Portfolio Management, Capital, M&A experience, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Development, Due Diligence, Start-ups, Valuation, Management
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA, Strategy
Boston College 1982 — 1986
BS, Finance, Marketing
Morgan Stanley June 2015 - Present
Graph It Forward Today December 2011 - Present
Morgan Stanley February 2015 - June 2015
Merrill Lynch 2000 - 2001
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Robertson Stephens 1992 - 1994
Merrill Lynch 1991 - 1992
Skills
Equity Research, Equities, Financial Analysis, Valuation, Capital Markets, Fundraising, Writing
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Cornell University 1987 — 1991
Bachelor of Applied Science, Business Administration
Medtronic October 2014 - Present
Medtronic June 2012 - Present
Medtronic June 2011 - June 2012
Medtronic Vascular July 2010 - June 2011
Medtronic CardioVascular 2008 - 2010
Medtronic Vascular 2007 - 2008
Robert Toigo Foundation 2005 - 2007
WFD Ventures 2002 - 2005
Robertson Stephens 2001 - 2002
Skills
Medical Devices, Venture Capital, Product Launch, Healthcare, Product Management, Marketing Strategy, Market Development, Mergers, Business Strategy, Financial Modeling, Competitive Analysis, Clinical, Peripheral Vascular, Angioplasty, Endovascular, Cardiovascular Devices, Venture Financing, Early-stage Startups, Cross-functional Team..., Sales, Clinical Research, Commercialization, Mergers & Acquisitions, Interventional..., Selling, Vascular
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Marketing and Management
Columbia University in the City of New York 1997 — 2001
BA, Economics/Pre-Med
Three Bridge Wealth Advisors August 2009 - Present
Morgan Stanley Smith Barney February 2002 - August 2009
Robertson Stephens 1998 - 2002
Hambrecht & Quist 1994 - 1996
Montgomery Securities 1992 - 1995
Skills
Investment Advisory, Venture Capital, Entrepreneur, Wealth, Series 7, Entrepreneurship
Education
Boston College 1987 — 1991
Economics and Philosophy
The University of Chicago - Booth School of Business 2010 — 2010
Certified Private Wealth Advisor
Merrill Lynch Private Bank and Investment Group July 2002 - Present
Robertson Stephens 1999 - 2002
Montgomery Securities 1993 - 1999
Skills
Portfolio Management, Wealth Management, Asset Managment, Asset Allocation, Estate Planning, Financial Advisory, Asset Management, Investments, Alternative Investments, Series 7, Hedge Funds, Insurance, Wealth, Equities, Finance
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Business
University of California, Los Angeles - The Anderson School of Management 1991 — 1993
Masters, Business Administration
Pepperdine University 1982 — 1984
BA, Economics
CSU Chico 1980 — 1982
Business Administration
Mt. Shasta High School 1976 — 1980
High School, High School/Secondary Diplomas and Certificates
National Securities July 2011 - Present
Rodman & Renshaw June 2010 - February 2011
FTN Financial/FTN Equity Capital Markets January 2009 - April 2010
C.E. Unterberg, Towbin/Collins Stewart LLC September 2005 - November 2008
Wells Fargo September 2002 - September 2005
Robertson Stephens July 1997 - September 2002
UBS Investment Bank June 1996 - July 1997
Merrill Lynch May 1990 - June 1996
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Hedge Funds, Investments, Private Placements, Series 7, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Finance
Columbia University in the City of New York 1982 — 1986
AB, East Asian Studies/Economics
German School of San Francisco September 2013 - Present
Foothill High School August 2005 - Present
Self-Employed September 2004 - Present
Self-Employed 1990 - Present
German School of Fremont September 2002 - May 2008
EduCulture International 2005 - 2006
San Leandro High School January 2004 - June 2005
German School of Long Beach September 2003 - December 2003
University of California, Irvine March 2003 - July 2003
Robertson Stephens April 2000 - August 2002
Skills
Research, Writing, Translation, University Teaching, Language Teaching, Editing, Iyengar Yoga, Bikram Yoga, College Teaching, Interdisciplinary..., German, Teaching, History, Higher Education, Nonprofits, Public Speaking, Social Media, Tutoring, Curriculum Design, French, Literature, Curriculum Development, Event Planning, Teacher Training, Spanish, English, Classroom, Academic Writing, ESL, Educational Technology, Public Relations, Teaching English as a..., Lesson Planning, Foreign Languages, Linguistics, Intercultural..., Fundraising, International Education, Proofreading, Coaching
Education
Downtown Yoga, Pleasanton CA 2010 — 2011
200-Hour RYT, Iyengar Yoga
University of Phoenix 2004 — 2006
Master's, Education
University of Pennsylvania 1992 — 1997
PhD, German Literature
Humboldt-Universität zu Berlin 1994 — 1996
Doctoral Research, Germanistik
University of Pennsylvania 1989 — 1991
Master's, German Literature
University of California, Berkeley 1983 — 1987
BA, German
Georg-August-Universität Göttingen 1985 — 1986
Coursework in Literature, Sociology, Music, Dutch, Germanistik
Miramonte HS 1979 — 1983
Diploma, German, French, English, Music
HCL Technologies March 2014 - Present
IBM August 2003 - December 2013
webMethods, Inc. (acquired by Software AG) October 2001 - July 2003
Robertson Stephens 1998 - 2001
Skills
Strategy, Outsourcing, Business Development, Strategic Partnerships, Enterprise Software, SaaS, Business Strategy, Mergers, Cloud Computing, Corporate Development, Business Model..., Innovation Management, People Leadership, General Manager, Entrepreneurship, Consulting, Financial Services, Go-to-market Strategy, Global Delivery, Service Delivery, Pre-sales, Product Management, IT Outsourcing, Start-ups, Leadership, Mergers & Acquisitions
Education
Harvard Law School
J.D., Law, with honors
University of California, Berkeley
B.A., Physics, Philosophy, summa cum laude
Visa September 2014 - Present
Visa April 2013 - September 2014
Charles Schwab May 2011 - April 2013
Wells Fargo April 2010 - May 2011
Advisor Software, Inc. November 2006 - April 2010
FIRE Solutions, Inc. September 2001 - July 2004
Property Capital, Inc. September 2000 - March 2001
Robertson Stephens 1996 - 2000
Charles Schwab & Co. January 1987 - October 1996
Merrill Lynch 1984 - 1987
Skills
C Level Management,..., Financial Product..., Financial Software..., Compliance and..., Distance/e-Learning, Program & Project..., Operations Management, Product Management, Strategy, Strategic Planning, CRM, Competitive Analysis, Program Management, Project Management, Business Process..., Risk Management, Requirements Analysis, Investments, Management, Acquisition Integration, Financial Services, Business Development, Cross-functional Team..., Integration, Business Process, Leadership, Business Strategy, Infrastructure, Start-ups, New Business Development, Analysis, Analytics, Mergers, Outsourcing
Education
Albright College 1974 — 1978
B.S.
St John Vianney High School 1970 — 1978
Genesis Capital, LLC July 2002 - Present
Fetch A Quote September 2014 - Present
Scrubs & Beyond, LLC September 2013 - Present
Robertson Stephens March 2000 - July 2002
Robinson-Humphrey January 1998 - March 2000
MarketBridge July 1996 - December 1997
EGL Ventures 1991 - 1995
Skills
Investment Banking, Mergers & Acquisitions, Capital Raises, Valuation, Fairness Opinions, Strategic Planning, Financial Modeling, Corporate Finance, Business Valuation, Mergers, Financial Analysis, Capital, Private Equity, Venture Capital, Due Diligence, Start-ups, Strategy, Corporate Development, Restructuring, LBO, Banking, Structured Finance, Investments, IPO, Equities, Acquisitions, Divestitures, Recapitalizations, Private Placements, Financial Structuring, Leveraged Finance, Buyouts, M&A experience, Capital Raising, Sell Side, Growth Capital, Mezzanine, Deal Sourcing, Investment Strategies, Capital Structure, Capital Markets, Middle Market, Emerging Markets, Deal Execution, Alternative Investments, Special Situations, DCF, Debt Restructuring, Hedge Funds, Investor Relations
Education
Hampden-Sydney College 1992 — 1996
B.S.
London School of Economics and Political Science 1995 — 1995
Study Abroad
The Lovett School 1987 — 1992
Martha Stewart Living Omnimedia 2011 - Present
Independent Consultant 2009 - 2010
Sferra Bros 2005 - 2008
Virgin Electronics 2003 - 2005
Martha Stewart Living Omnimedia 2001 - 2003
LivePerson 2000 - 2001
Robertson Stephens 1997 - 1999
Salomon Brothers 1995 - 1997
Tiffany 1989 - 1993
Skills
Start-ups, Finance, Strategy, Recruiting, Retail, Forecasting, Merchandising, Cross-functional Team..., Analysis, Budgets, Marketing, P&L Management, Competitive Analysis, Strategic Financial..., Strategic Planning, Business Strategy, Leadership, Business Development
Education
Stanford University Graduate School of Business 1993 — 1995
MBA, Finance, Operations
Harvard University 1981 — 1986
BA, History
The Riverside Company January 2011 - Present
The Riverside Company September 2005 - December 2010
The Riverside Company August 2004 - August 2005
Harris Williams & Co. October 2002 - July 2004
Robertson Stephens July 2001 - July 2002
Accenture July 1995 - July 1999
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Georgetown University 1991 — 1995
Bachelor of Science, German
Arsenal Venture Partners 2003 - Present
E*Offering 1999 - 2001
Robertson Stephens 1997 - 1999
Metzler Corporation 1995 - 1995
Salomon Smith Barney 1993 - 1995
Skills
Start-ups, Business Strategy, Product Management, Entrepreneurship, Strategy, Business Development, Mergers & Acquisitions, Strategic Planning, Management, Venture Capital, Investment Banking, Finance, Due Diligence, Private Equity, Financial Modeling, Valuation, Corporate Development, Investments, Strategic Partnerships, Corporate Finance
Education
Harvard Business School 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia University in the City of New York 1989 — 1993
Bachelor's Degree, Industrial Engineering
Sunlight Capital Group August 2015 - Present
Katch LLC November 2012 - August 2015
The Climate Corporation May 2011 - May 2012
QuinStreet March 2010 - April 2011
QuinStreet July 2009 - March 2010
QuinStreet, Inc. June 2006 - July 2009
Macromedia 2005 - 2005
The Carlyle Group August 2001 - June 2004
Robertson Stephens July 1999 - July 2001
Skills
Financial Modeling, Competitive Analysis, Product Marketing, Online Marketing, Entrepreneurship, Excel, Start-up Ventures, Early Stage Ventures, Digital Marketing, Direct Marketing, Marketing Management, Email Marketing, Venture Capital, Strategic Leadership, Team Leadership, Project Management, SEO, SEM, Marketo, Salesforce.com, Microsoft Excel, Online Advertising, CRM, Strategy, Business Strategy, Web Analytics, Marketing Strategy, Strategic Planning, Integrated Marketing, PPC, Mobile Devices, Business Development
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Marketing
Amherst College 1995 — 1999
BA, Economics
Middlesex School 1991 — 1995
High School
Jordan Edmiston Group July 2014 - Present
Massachusetts Technology Leadership Council 2007 - Present
Rutberg & Company 2007 - June 2014
SVB Financial Group 2004 - 2007
Jefferies & Company 2002 - 2003
Robertson Stephens 1998 - 2002
J.P. Morgan 1995 - 1998
J.P. Morgan 1994 - 1994
United States Senate 1993 - 1993
The White House 1992 - 1993
Skills
Strategic Planning, Mergers & Acquisitions, Investment Banking, Start-ups, Private Equity, Valuation, Portfolio Management, Management, Mergers, Investments, Due Diligence, Corporate Development, Entrepreneurship, Strategy
Education
Harvard University
MPP, Finance, Economics and Business/Government
Georgetown University - The McDonough School of Business
BS, Business
Choate Rosemary Hall
Universal Studios Hollywood September 2012 - Present
Procter & Gamble 2005 - October 2012
Porter Novelli April 2000 - September 2003
Robertson Stephens January 2000 - May 2000
Skills
Financial Analysis, Forecasting, Consumer Products, Financial Forecasting, Financial Reporting, Managerial Finance, Competitive Analysis, Cross-functional Team..., Pricing, Strategic Planning, P, Valuation, Business Strategy, Business Planning, Market Analysis, Income Statement, Customer Insight
Education
The Ohio State University Fisher College of Business 2003 — 2005
MBA, Finance
Brigham Young University 1993 — 1999
BS, Business
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Tola Capital May 2010 - Present
Pratham USA 2007 - Present
Microsoft March 2008 - May 2010
Microsoft Corporation August 2006 - March 2008
Microsoft June 2004 - August 2006
Microsoft January 2002 - June 2004
Microsoft December 1999 - January 2002
Robertson Stephens 1998 - 1999
Skills
Enterprise Software, Private Equity, Mergers, Software Development, SaaS, Cloud Computing, Business Strategy, Product Management, Strategic Partnerships, Go-to-market Strategy, Business Development, Start-ups, Competitive Analysis, Strategy, Investments, Team Management, CRM, Mergers & Acquisitions, Product Development, Program Management, Strategic Planning, Business Intelligence, Leadership, Product Marketing, Entrepreneurship, Management, Business Planning, New Business Development, Business Alliances, Consulting, Analytics, Executive Management, Venture Capital, Corporate Development, Venture Management, Big Data, Cross-functional Team..., Marketing, Sales, Integrated Marketing, E-commerce, Mobile Devices, Management Consulting, Solution Selling, Professional Services, Business Analysis, Outsourcing, Salesforce.com, Finance, Acquisition Integration
Education
Georgetown University
BS, School of Foreign Service, Science and Technology of International Affairs
JC Marketing September 2010 - Present
Situs January 2013 - December 2014
eClerx 2011 - 2013
Arbor Commercial Mortgage 2010 - 2010
Greystone & Co. 2004 - 2009
Lefrak Organization 2002 - 2004
Robertson Stephens 2001 - 2002
Shorenstein Realty Services 1999 - 2001
The Leading Hotels of the World 1998 - 1999
Grenadier Realty Corp 1996 - 1998
Skills
Social Media, Advertising, Strategic Planning, Event Planning, Direct Mail, Public Relations, Contract Negotiation, Web Marketing, Media Planning, Team Building, Collateral, Trade Shows, Budgets, Research, Analysis, Creative Management, Marketing, Social Media Marketing, Marketing Strategy, Online Advertising, Real Estate Marketing, Financial Services..., Financial Services, Corporate Communications, Business Strategy, Real Estate, New Business Development, Social Media Strategist, Strategy, Market Research, Competitive Analysis, Social Networking, Account Management, Copywriting, Email Marketing, Business Development, Online Marketing, B2B, CRM
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing
New York University Real Estate Institute
DSSD, a Division of EMC February 2015 - Present
Symantec 2011 - February 2015
New Century Capital Partners 2009 - 2011
Cowen and Company, LLC 2006 - 2009
Merrill Lynch 2005 - 2006
Citigroup Global Markets 2003 - 2005
Robertson Stephens 1999 - 2002
Arthur Andersen Consulting 1997 - 1999
Skills
Strategy, Venture Capital, Mergers & Acquisitions, Business Development, Private Equity, Corporate Development, Valuation, Management, SaaS, Investment Banking, Enterprise Storage, Open Standards, Private Cloud, Sales Enablement
Education
Brown University
AB, cum laude, Organizational Behavior & Management, Political Science
Junipero Serra High School
RPX Corporation January 2015 - Present
RPX Corporation March 2011 - December 2014
Technicolor (Thomson Inc.) June 2002 - October 2008
Screenvision 2002 - 2008
iBAHN 2000 - 2000
Robertson Stephens September 1996 - December 1999
SG Warburg September 1993 - September 1996
Kidder Peabody 1991 - 1993
Price Waterhouse 1985 - 1989
Skills
Mergers, Digital Media, Business Development, Strategy, Intellectual Property, Corporate Finance, Acquisition Integration, Contract Negotiation, Managerial Finance, Software, Litigation Support, Data Mining, Mergers & Acquisitions, Strategic Planning, Start-ups, Entrepreneurship, Corporate Development, Strategic Partnerships, Venture Capital, Executive Management, Private Equity, Investments, Licensing, Due Diligence, Finance, Financial Modeling
Education
Harvard College
AB, Philosophy
The University of Chicago - Booth School of Business
MBA, Finance, Statistics
Regulus Therapeutics February 2014 - Present
Edico Genome 2014 - Present
Annai Systems 2014 - Present
San Diego Chapter of Association of Corporate Counsel 2010 - Present
Life Technologies February 2008 - February 2014
Latham & Watkins 2006 - 2008
Dechert LLP 2004 - 2006
O'Melveny & Myers 2001 - 2003
Robertson Stephens 2000 - 2001
Skills
Mergers, Board Governance, Corporate Governance, Securities Regulation, Debt & Equity Financing, Due Diligence, Litigation, Intellectual Property, Licensing, Negotiation, Joint Ventures, Corporate Secretary, Compensation and..., Regulatory Compliance, Cross-border..., Acquisition Integration, Corporate Finance, Valuation, Financial Modeling, Cross Functional Team..., Corporate Development, Financial Analysis, Investment Banking, Biotechnology, M&A, Global Transactions, Board of Directors, Strategic Planning, Business Operations, Statutory Compliances, Litigation Management, Executive Compensation, Cross-functional Team..., Patents, IPO, SEC filings, Mergers & Acquisitions, Corporate Law, Venture Capital, Divestitures, Finance, Strategy, M&A experience, Patent Litigation, Patent Prosecution
Education
Duke University School of Law
JD, Law
University of California, Irvine
BA, Criminology, Law & Society
MoneyWise Strategies Group November 2010 - Present
Bivium Capital Partners, LLC June 2002 - June 2010
Robertson Stephens August 2000 - February 2002
Goldman Sachs August 1998 - February 2000
Oppenheimer Capital 1997 - 1997
Skills
Equities, Investments, Portfolio Management, Asset Managment, Asset Allocation, Strategic Planning, Strong Communication..., Superior Client...
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
New York University 1986 — 1993
BA, Economics
Osterweis Capital Management April 2002 - Present
Robertson Stephens May 1999 - April 2002
Merrill Lynch October 1978 - May 1999
Skills
Hedge Funds, Fixed Income, Investments, Equity Research, Capital Markets, Equities, Trading, Alternative Investments
Education
NYU Stern School of Business 1978 — 1980
Business Administration
Harvard University 1973 — 1977
BA, Music
Longy School of Music 1972 — 1973
Music
Businessolver 2014 - Present
RBC Capital Markets 2007 - 2014
UnitedHealth Group 2005 - 2006
meVC Draper Fisher Jurvetson January 2002 - April 2003
Robertson Stephens July 1999 - December 2001
Skills
Venture Capital, Corporate Development, Private Equity, Financial Modeling, Equities, Investment Banking, Valuation, Capital Markets, LBO, Strategy, Corporate Finance, Hedge Funds, Emerging Markets, Private Placements, M&A experience, Leveraged Finance, Alternative Investments, Financial Structuring, Mergers & Acquisitions, Equity Research, Due Diligence, Business Valuation, Fixed Income, IPO, Structured Finance, Investments, Portfolio Management, Restructuring, Bloomberg, Investor Relations, Securities, Derivatives, Series 63, Equity Valuation, Equity Capital Markets, Structured Products, Growth Capital, Financial Markets, Asset Management, Divestitures, Acquisitions, Investment Management, Series 7, Capital Raising, Capital, DCF, Buyouts, Finance
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance, Strategy, Marketing
Brown University 1994 — 1998
BA, Economics
SAP February 2015 - Present
StubHub 2011 - July 2014
StubHub September 2009 - September 2011
StubHub 2008 - 2009
StubHub 2007 - 2008
StubHub 2006 - 2007
West Coast Novelty 2003 - 2006
Franklin Templeton Investments 2001 - 2002
Robertson Stephens 2000 - 2001
Skills
E-commerce, Product Management, User Experience, Agile Web Development, Mobile Applications, Usability Testing, Website Development, Feature Prioritization, Product Strategy, Strategy, Strategic Roadmaps, Product Requirements, Interaction Design, Corporate Communications, Omniture, Foresee, JIRA, Rally, Excel, PowerPoint, Analytics, Management, Marketing, Start-ups, Agile Methodologies, Mobile Devices, Marketing Strategy, Strategic Partnerships, Social Media, Online Advertising
Education
Bucknell University 1996 — 2000
BSBA, Major: Management / Minor: Economics
Minnetronix, Inc. April 2013 - Present
Medical Device Consulting September 2011 - March 2013
SurModics 2003 - August 2011
Cognicity 1999 - 2002
Sherpa Partners 1998 - 1999
Robertson Stephens 1994 - 1997
Shiva Corporation 1994 - 1994
IBM Corporation 1989 - 1994
Morgan Stanley & Co. 1985 - 1987
Education
Harvard Business School 1987 — 1989
MBA
Dartmouth College 1981 — 1985
A.B., Economics and Engineering
Forestdale, Inc. February 2015 - Present
American Securities Advisors, LLC March 2008 - February 2015
Broadpoint Capital October 2002 - March 2008
Robertson Stephens April 1996 - September 2002
Skills
Microsoft Office, Travel Planning, Event Planning, Contact Management, Human Resources, Office Management, Online Research, Administrative..., Microsoft Excel, Risk Management, Securities
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
MBA, Management - Organizational Behavior
Saint John's University 1988 — 1992
B.S., Communications
The Mary Louis Academy 1984 — 1988
Penser Consulting 2015 - Present
Highledge LLC 2015 - Present
EY June 2011 - December 2014
Bank of America August 2008 - May 2011
Bank of America January 2006 - August 2008
Bank of America January 2003 - January 2006
Progress Investment Management September 2002 - January 2003
Robertson Stephens 2000 - 2002
FleetBoston Financial January 1998 - August 2000
EurekaBank April 1994 - December 1997
Skills
Strategy, Financial Services, Mergers & Acquisitions, Due Diligence, Mergers, Valuation, Corporate Development, Acquisitions, Banking, Finance, Business Development, Business Strategy, Financial Analysis, Cross-functional Team..., Investment Banking, Leadership, Product Management, Program Management, Executive Management, Management, Credit Cards, Acquisition Integration, Financial Modeling, Managerial Finance, Corporate Finance, Private Equity, Portfolio Management, Risk Management, Loans, Alternative Investments, Financial Management, Contract Negotiations, Payments, Strategy Development, Divestitures
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA
Middlebury College 1983 — 1986
BA
Dartmouth College 1984 — 1984
Choate Rosemary Hall 1978 — 1982
Manulife Asset Management / John Hancock Asset Management June 2014 - Present
John Hancock Asset Management February 2007 - June 2014
Leerink Swann 2003 - 2005
Robertson Stephens 2000 - 2002
WR Hambrecht + Co 2000 - 2000
Volpe, Brown & Whelan 1999 - 2000
First Albany Corp 1997 - 1999
Skills
Equities, Bloomberg, Investments, Fixed Income, Securities, Asset Management, Hedge Funds, Mutual Funds, Portfolio Management, Capital Markets, Supply Chain Management, Logistics, Purchasing
Education
Northeastern University 2010 — 2011
Graduate Certificate, Supply Chain Management
Boston College 1991 — 1995
B.S, Human Resource Management
Harnett Investment Advisers LLC June 2008 - Present
JMP Securities January 2002 - December 2002
Robertson Stephens January 2000 - December 2001
Donaldson Lufkin & Jenrette (DLJ) January 1996 - June 1999
U.S. Navy June 1989 - June 1994
Skills
Wealth Management, Finance, Investment Management, Business Valuation, Financial Services, Private Placements, Series 24, Management, Equity Valuation, Venture Capital, Banking, Business Planning, Private Banking, Series 63, Equity Research, Bloomberg, Investor Relations, FINRA, Strategic Financial..., Personal Financial..., Deal Sourcing, Capital Raising, Closed-end Funds, Options, ETFs, Retirement, LBO, Corporate Governance, Executive Management, Institutional..., Retirement Planning, Financial Risk, Tactical Asset..., Value Investing, Real Estate Economics, Derivatives, Turn Around Management, Technical Analysis, Fund Of Funds, Trading, Financial Markets, Electronic Trading, Financial Advisory, Asset Allocation, Restructuring, Acquisition Integration, Estate Planning, Bonds, Emerging Markets, Divestitures
Education
Harvard Business School 1994 — 1996
MBA
United States Naval Academy 1985 — 1989
BS
Better Homes Construction and Renovation January 2007 - June 2015
Residential Real Estate, U.S January 1988 - 2015
Gilman Hill Asset Management, LLC January 2010 - January 2013
The Presidio Trust January 2005 - January 2006
Maurer Wealth Management January 2003 - January 2005
Credit Suisse January 1999 - January 2001
Credit Suisse January 1999 - January 2001
Robertson Stephens January 1998 - January 1999
Robertson Stephens January 1998 - January 1999
Rodman and Renshaw, Inc January 1994 - January 1997
Education
California State University-Fullerton 1985 — 1990
Bachelor’s Degree, Business Administration and International Marketing
University of Colorado Boulder 1984 — 1985
Business Administration and Management, General
FabExchange 2013 - 2014
CAE 2009 - 2012
Pay By Touch 2004 - 2008
Capital Group 2004 - 2004
Morgan Stanley 2002 - 2004
Robertson Stephens 2000 - 2002
Skills
New Business Development, Contract Negotiation, Account Management, Product Marketing, International Sales, Technology..., Hiring, Training & Development, Pricing Strategy, Digital Photography, Market Research, Travel, Recruiting, Employee Training, Lead Generation, Business Development, Sales, Product Development, Negotiation, Sales Process, Sales Management, Product Management, Strategic Planning, Management, Start-ups, Business Strategy, Training, Semiconductors, CRM, Strategy, SaaS, Enterprise Software, Sales Operations, Salesforce.com, Entrepreneurship, Cloud Computing, Marketing Strategy, Competitive Analysis, Leadership, Solution Selling
Education
Brown University
Bachelor of Arts (B.A.) in History
Stanford University
Summer Program in Economics
Jefferies & Company July 2003 - April 2008
Ixora Capital Management October 2002 - March 2003
Robertson Stephens May 2002 - September 2002
Robertson Stephens January 2001 - May 2002
Robertson Stephens September 1998 - December 2000
BankBoston February 1997 - September 1998
Moore Corporation October 1995 - February 1997
JP Morgan March 1995 - July 1995
Harvard Business School June 1992 - August 1992
Skills
Business Valuation, Equities, Investments, Equity Research, Financial Modeling, Industry Analysis, Due Diligence, Valuation, Asset Management, Securities, Mergers, Series 7, Competitive Analysis, Analysis, Modeling, Hedge Funds, Excel, Writing, Corporate Finance, Capital Markets, Financial Analysis, Economics, Research, Risk, Business Strategy, Private Equity, Bloomberg, Investment Banking, Mergers & Acquisitions
Education
Harvard University 1990 — 1994
BA, Economics
Charles Schwab & Co. March 2004 - July 2015
Pacific Exchange, Inc. April 2003 - February 2004
Robertson Stephens March 2002 - September 2002
Credit Suisse First Boston March 2000 - March 2002
Wilson Sonsini Goodrich & Rosati July 1996 - February 2000
Skills
Securities, Series 7, Equities, Financial Services, Trading, Due Diligence, Dinosaurs
Education
California State University-East Bay
Bachelor’s Degree, Business Administration - Finance
Interplay Ventures May 2015 - Present
Angel Investor January 2010 - Present
Vibrant Media April 2012 - September 2014
Image Space Media April 2009 - January 2012
Chinese Contemporary Art Fund I & II, L.P. February 2005 - March 2009
Banc of America Securities May 2002 - June 2004
Robertson Stephens June 2001 - May 2002
Skills
Start-ups, Business Development, Venture Capital, Advertising, Private Equity, Leadership, Investment Banking, Investments, Finance, Digital Media, Online Advertising, Fundraising, Digital Marketing, Strategic Partnerships, Analysis
Education
Columbia University in the City of New York
BS, Industrial Engineering
ZipRealty, Inc. April 2012 - September 2014
Imaging Advantage November 2010 - September 2011
Sonim Technologies February 2010 - December 2010
Deer Valley Ventures, LLC March 2008 - January 2010
RazorGator Interactive Group June 2007 - February 2008
VitalStream/Internap August 2006 - May 2007
Harrah's Entertainment (now Caesars Entertainment) 2003 - 2006
Andre Boudin June 2001 - February 2003
Robertson Stephens 1999 - 2001
US Navy Defense Liaison Division The Pentagon March 1995 - October 1997
Skills
SaaS, Internet Infrastructure, Mergers, Healthcare, Manufacturing, Tax, Accounting, Strategic Financial..., Human Resources, Real Estate Economics, SEC filings, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Financial Reporting, Finance, Process Improvement, Due Diligence, Strategic Planning, Private Equity, Start-ups, Valuation, Corporate Finance, Leadership, Management, Budgets, Analysis, Program Management, Executive Management, Venture Capital, Risk Management, Restructuring, Portfolio Management, Auditing, Acquisition Integration, Corporate Development, Internal Controls, Business Strategy, Forecasting, Management Consulting, Financial Services, Managerial Finance, Entrepreneurship, Negotiation, Strategy, Business Planning, Cash Flow, Start-up, Financial Planning
Education
Harvard Business School 1997 — 1999
MBA, General Management
US Navy Nuclear Power Engineering School 1990 — 1992
Master Degree Equivalent in Nuclear Power Engineering, Nuclear Power Engineering, 3.25
United States Naval Academy 1986 — 1990
BS, Economics
Cosmopolitan Capital January 2015 - Present
Dataminr, Inc. July 2012 - Present
Deep Fork Capital I November 2007 - Present
Trulia April 2008 - September 2012
Vintrust August 2007 - August 2009
Vintrust January 2003 - August 2007
Groupe Arnault August 1999 - March 2000
Morgan Stanley January 1998 - August 1999
Robertson Stephens January 1995 - December 1997
Skills
Strategy, Venture Capital, Entrepreneurship, Private Equity, Investments, Corporate Development, Start-ups, Strategic Partnerships, Finance, Digital Media, Mergers, Management, Business Strategy, E-commerce, Business Development, IPO, Angel Investing, Executive Management, Mergers, Portfolio Management
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Boston University School of Law 1986 — 1989
JD
Trinity College-Hartford 1982 — 1986
BA
Philips Exeter 1978 — 1982
High School
Jefferies LLC July 2002 - Present
Robertson Stephens March 1999 - July 2002
Oppenheimer & Co. Inc. July 1995 - March 1999
Kidder Peabody 1985 - 1995
Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, Investments, Portfolio Management, Equities, Wealth Management, Trading, Finance
Education
Bates College
BS, Economics
Training The Street 2008 - Present
Merrill Lynch 2003 - 2005
Goldman Sachs 2002 - 2003
Robertson Stephens 2001 - 2002
Skills
Financial Modeling, Transaction Modeling, Teaching, Curriculum Design, Teacher Training, Public Speaking, Corporate Finance, Financial Transactions, Valuation, Program Management, Investments, Equities, Due Diligence, Private Equity, Strategy, Financial Analysis, Investment Banking
Education
Georgetown University 1997 — 2001
B.S. Business Administration, Finance
Sheridan Road Financial January 2005 - Present
Robertson Stephens 1998 - 2003
Donaldson, Lufkin & Jenrette 1994 - 1998
The Equity Group 1992 - 1994
Skills
Investments, Investment Advisory, Mergers & Acquisitions, Securities, Finance, Employee Benefits, Business Strategy, Wealth Management..., FINRA, Management, High Net Worth..., Strategic Planning, Mutual Funds, Asset Allocation, Valuation, Due Diligence, Portfolio Management, Corporate Finance, Investment Strategies, Investment Management, Philanthropy
Education
Dartmouth College
B.A., Government and Spanish
Northwestern University - Kellogg School of Management
M.B.A., Accounting and Finance
TTI of USA March 2008 - Present
Sharp Decisions May 2006 - March 2008
RWD Search September 2002 - April 2006
Robertson Stephens November 2000 - August 2002
Opus360 February 2000 - November 2000
Morgan Stanley May 1997 - February 2000
JPMorgan September 1992 - April 1997
Cap Gemini October 1988 - August 1992
Skills
Technical Recruiting, Full-cycle Recruiting, Talent Acquisition, Internet Recruiting, Salary Negotiation, Contingency Staffing, Trusted Advisor, Telephone Interviewing, Interviewing Subject..., Executive Search, Benefits Negotiation, Screening Resumes, IT Recruitment, Management, Sourcing, SDLC, Business Development, Temporary Placement, Staffing Services, Contract Recruitment, Screening, HRIS, Talent Management, Applicant Tracking..., Personnel Management, Hiring, Staff Augmentation, Permanent Placement, College Recruiting, Interviews, Onboarding, Resume Writing, Vendor Management, Employee Relations, Employer Branding, Temporary Staffing, Recruitment Advertising, Search, Cold Calling, Information Technology, Candidate Generation, Recruiting, Human Resources, Building Relationships, Consulting, Leadership
Education
Binghamton University 1983 — 1987
BA, Psychology
First Republic Private Wealth Management October 2010 - Present
UCLA Foundation June 2010 - September 2010
American Century Investments June 2009 - September 2009
CACI June 2007 - August 2008
US Army December 2001 - May 2007
Robertson Stephens 2000 - 2001
Skills
Portfolio Management, Investments, Analysis, Asset Management, Leadership, Finance, Asset Allocation, Economics, Military, Defense, Research, Intelligence, Financial Modeling, Financial Analysis, Asset Managment
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA
Defense Language Institute
AA, Korean
Santa Clara University
BSC, Finance
Shorenstein Properties May 2014 - Present
Silverstein Properties July 2010 - February 2013
Emmes Asset Management September 2007 - June 2010
Cushman & Wakefield June 2005 - August 2007
Robertson Stephens June 1999 - August 2002
JP Morgan and Company July 1997 - June 1999
Skills
Due Diligence, Valuation, Asset Managment, Investments, Leases, Property Management, Strategy, Mergers & Acquisitions, Portfolio Management, Business Analysis, Business Planning, Budgets, Market Research, Mergers, Management, Analysis, Negotiation, Investment Properties, Investment Management, Investor Relations, Real Estate, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate...
Education
Columbia Business School 2003 — 2005
MBA, General Management
Cornell University 1993 — 1997
BS, Industrial and Labor Relations
STuyvesant
Gartner March 2007 - Present
First Albany Capital 2003 - 2007
Robertson Stephens May 2001 - July 2002
Skills
Competitive Analysis, Business Strategy, Business Development, Equity Research, Portfolio Management, Enterprise Software, Financial Modeling, Mergers & Acquisitions, Strategy, Analytics, Market Analysis, Start-ups, Product Management, Valuation, SaaS, Strategic Partnerships
Education
Baruch College 1991 — 1993
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Economics
Sotheby's International Realty 2002 - Present
Charles Schwab 1999 - 2001
Robertson Stephens 1997 - 1999
Skills
Real Estate, Sellers, Buyers, Real Property, Property, Sales, Buyer Representation, Relocation, Condos, First Time Home Buyers, Single Family Homes, Short Sales, Listings, Investment Properties, New Home Sales
Education
Boston University 1994 — 1996
Master of Arts (MA), International Relations
American University of Paris 1990 — 1994
Bachelor of Arts (BA), International Relations
Indigo Films 2010 - 2011
Banc of America Securities April 2005 - July 2009
Levensohn Capital Management June 2000 - February 2002
Robertson Stephens 1996 - 2000
Skills
Equities, Capital Markets, Investment Banking, Valuation, Financial Modeling, Fixed Income, Hedge Funds, Asset Management, Portfolio Management, Investments, Securities, Financial Analysis, Research, Financial Markets, Options, Economics, Due Diligence, Editing, Trading, Corporate Finance
Education
City University of New York-Hunter College 1984 — 1987
BA
Multivista April 2010 - Present
Salesforce.com October 2008 - November 2009
Indymac Bank June 2006 - October 2007
Finance America July 2004 - April 2006
Advent Software February 2002 - June 2004
Robertson Stephens July 1999 - July 2001
Skills
Strategic Planning, New Business Development, Salesforce.com, Investments, Business Development, Project Management, Contract Negotiation, Marketing, Financial Modeling, Negotiation, Sales, Leadership, Strategy, Management, Start-ups, Construction
Education
Harvard University 1995 — 1999
A.B., Government
Moses Brown 1991 — 1995
AMLI Residential 2006 - Present
Offit Hall Capital Management 2001 - 2004
Robertson Stephens 2000 - 2001
Skills
Asset Managment, Private Equity, Due Diligence, Real Estate, Mergers, Financial Modeling, Valuation, Real Estate Economics, Business Strategy, Asset Management, Mergers & Acquisitions, Disposition, Acquisitions, Investment Properties, Real Estate Development, Real Estate Transactions, Dispositions, Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Real Estate & Finance
Duke University 1995 — 1999
BA, Economics & Public Policy
The Dalton School 1990 — 1995
St. Bernards
Change Healthcare (acquired by Emdeon) February 2014 - Present
Kidaptive, Inc. March 2013 - January 2014
Storm8 October 2012 - February 2013
Zynga February 2012 - October 2012
Intel July 2010 - February 2012
Intel Capital August 2009 - July 2010
Zonbu 2008 - 2008
Microsoft November 2005 - August 2007
Microsoft November 2002 - November 2005
Robertson Stephens June 2001 - July 2002
Skills
Product Management, Financial Analysis, Venture Capital, Business Strategy, Product Development, Investments, Marketing Strategy, Portfolio Management, Semiconductors, Enterprise Software, Analytics, SaaS, Business Development, Leadership, Market Analysis, Competitive Analysis, Start-ups
Education
Harvard Business School 2007 — 2009
MBA
University of Pennsylvania - The Wharton School 1996 — 2001
Jerome Fisher Program in Management and Technology, BS/BSE Economics (Finance & Management), Mechanical Engineering
Sanford
JP Morgan February 2004 - Present
JP Morgan March 2002 - February 2004
Robertson Stephens January 2000 - March 2002
Ian Schrager Company July 1999 - January 2000
Starwood Capital Group July 1998 - June 1999
Arthur Andersen December 1995 - July 1998
Skills
Asset Management, Equity Research, Portfolio Management, Equities, Investments, Mutual Funds, Strategy, Buy-side, Hotels, Chartered Financial..., Hospitality, Market Research, Valuation, Investment Banking, Bloomberg, Asset Managment, Private Equity, Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Capital Markets
Education
Cornell University 1993 — 1994
MPS, Hotel Administration
Cornell University 1989 — 1993
BS, Hospitality Administration
Horowitz Group August 2010 - Present
LendAmend LLC April 2010 - August 2013
Oaktree Capital Management April 2007 - September 2009
Northrop Grumman Corporation September 2004 - March 2007
Credit Suisse First Boston October 2000 - January 2003
Robertson Stephens June 1998 - October 2000
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
MBA
Harvard College 1994 — 1998
BA, Economics
Binary Capital January 2015 - June 2015
Sportstec (Acquired by Hudl) 2014 - 2015
Mixpanel, Inc. 2013 - 2014
Atlas Venture 2012 - 2013
TrialPay (acquired by Visa) 2007 - 2012
Symantec Corporation 2003 - 2007
BancBoston Capital 1999 - 2001
Robertson Stephens 1997 - 1999
Education
Harvard Business School 2001 — 2003
MBA
Swarthmore College 1993 — 1997
B.A., Economics
Bellarmine College Preparatory 1989 — 1993
LNK Partners February 2006 - Present
Apax Partners July 2004 - January 2006
Robertson Stephens July 1999 - August 2001
Montgomery Securities July 1998 - July 1999
Skills
Private Equity, Venture Capital, Corporate Development, LBO, Growth Capital, Investment Banking, Due Diligence, Valuation, Principal Investing, Mezzanine, Mergers, Buyouts
Education
Harvard Business School 2002 — 2004
MBA
Georgetown University 1994 — 1998
BSFS, Foreign Service
Stitch Fix April 2015 - Present
Sephora LVMH August 2007 - April 2015
Urban Outfitters 2005 - 2007
Nordstrom 2000 - 2005
Starbucks Coffee Company 1998 - 2000
Robertson Stephens 1997 - 1998
Education
Harvard University 1988 — 1992
BA, Government
Harvard Business School 1995 — 1997
MBA
LeapRate 2010 - Present
Leap Capital 2005 - 2009
Bear, Stearns & Co. Inc. 2000 - 2005
Robertson Stephens 1998 - 2000
Merrill Lynch 1992 - 1998
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
University of Toronto 1985 — 1989
BCOM, Economics
U.S. House of Representatives, Committee on Financial Services April 2015 - Present
Cadwalader, Wickersham & Taft LLP October 2011 - February 2015
US Securities and Exchange Commission June 2010 - August 2010
United States House of Representatives May 2009 - August 2009
Fenwick and West March 2008 - August 2008
Robertson Stephens 2001 - 2001
Skills
Litigation, Legal Research, Legal Writing, Criminal Law, Westlaw, Corporate Law, Internal Investigations, Corporate Fraud..., Securities Fraud
Education
Georgetown University Law Center 2008 — 2011
J.D., Law
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Political Theory
University of California, Berkeley 1998 — 2004
BA, Rhetoric
Campolindo High School
RBC Capital Markets May 2002 - Present
Robertson Stephens 1999 - 2002
Merrill Lynch 1998 - 1998
Toyota Financial Services 1993 - 1997
Skills
IPO, Mergers, Private Equity, Debt, Leveraged Finance, Private Placements, Corporate Finance, Investment Banking, Corporate Development, Venture Capital, Valuation, Hedge Funds, Structured Finance, Mergers & Acquisitions, Emerging Markets, LBO, Project Finance, Competitive Analysis, Growth Capital, Investments, Finance, High Yield, Alternative Investments, Financial Structuring, Bloomberg, Capital Markets, Financial Modeling, Divestitures, Capital Raising, Restructuring, M&A experience, Due Diligence, Asset Management, Acquisitions, Equity Valuation, Securities, Equities, Business Valuation, Equity Research, Management, Fixed Income, Debt Restructuring, Derivatives, Portfolio Management, Investor Relations
Education
Harvard Business School 1997 — 1999
MBA, Business
University of California, Davis 1988 — 1992
Environmental Policy Analysis & Planning, Agricultural Economics
Santa Barbara High School
Santa Barbara High School
Camden Partners June 2005 - Present
Silicon Valley Bank 2001 - 2003
Robertson Stephens 1999 - 2001
Thomson Reuters 1998 - 1999
Price Waterhouse Management Consultants 1996 - 1998
Skills
Investments, Investment Banking, Nonprofits, Valuation, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Equities, Financial Analysis, Finance, Financial Modeling, Non-profits, Management, Business Development
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
Master of Business Administration (MBA)
Cornell University 1992 — 1996
Bachelor of Science (BS)
Robertson Stephens Advisors LLC May 2013 - Present
Stephens Inc. January 2004 - June 2012
CIBC Oppenheimer August 2002 - February 2004
Robertson Stephens January 1999 - August 2002
Morgan Stanley & Co., Inc. May 1989 - January 1999
Drexel Burnham Lambert September 1985 - May 1989
Education
Denison University 1981 — 1985
Bachelor's Degree, Economics
Deerfield Academy 1978 — 1981
High School
The Buckley School
Canaccord Genuity Inc. December 2011 - Present
Gleacher & Company 2003 - 2011
Robertson Stephens July 2000 - July 2002
Skills
Private Placements, IPO, Investment Banking, Venture Capital, Private Equity, Valuation, Mergers, Growth Capital, Digital Media, Enterprise Software, Software, Positioning, Finance, Capital Raising, Corporate Development, Capital Markets, LBO, Hedge Funds, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
Georgetown University 1996 — 2000
BS, Finance
Sailthru August 2014 - May 2015
Sailthru December 2012 - May 2015
Money-Media A Financial Times Company August 2011 - December 2012
Charterhouse Group, Inc March 2008 - July 2011
Merrill Lynch November 2006 - November 2007
Thomas Weisel Partners March 2004 - October 2006
Robertson Stephens October 2000 - March 2004
Republic National Bank July 1997 - September 1999
Israel Discount Bank November 1987 - July 1997
Skills
C-Level Executive..., Administrative..., Human Resources, Microsoft Excel, Management, PowerPoint, Time Management, Microsoft Word, Customer Service, Teamwork, Office Management, Salesforce.com, Executive..., Administrative..., Research, Lotus Notes, Marketing, Bloomberg, Oracle HR, Training, Word, Excel, Customer Relations, Proactivity, Jobvite, Spanish, Mac OS, Strategic Planning, Scheduling, Administration, Strategic Analysis, Coordination, Client Relations, Employee Relations, Travel Management, Interpersonal Skills, Hiring Practices, Invoicing, Spreadsheets, Concur, Microsoft Office, Onboarding, Leadership, Employee Benefits
Education
CUNY Hostos Community College 2015 — 2015
Certificate, Administrative Assistant Applications
CUNY New York City College of Technology 1993 — 1995
Liberal Arts / Business Administration
MapMyFitness December 2012 - Present
MapMyFitness April 2012 - December 2012
Demand Media May 2008 - March 2012
Demand Media June 2006 - March 2012
Yahoo! October 2003 - June 2006
Boutique Investment Bank August 2001 - September 2003
Robertson Stephens March 2000 - July 2001
Deutsche Banc Alex. Brown July 1999 - March 2000
Skills
Corporate Development, M&A due diligence, M&A experience, Product Development, Product Management, Product Strategy, Financial Analysis, Financial Modeling, New Business Development, Business Intelligence, Business Planning, Monetization, Due Diligence, Investment Banking, Team Leadership
Education
Amherst College 1995 — 1999
Bachelors
Bill & Melinda Gates Foundation May 2009 - Present
McKinsey August 2006 - May 2009
Public Financial Management July 2001 - July 2004
Robertson Stephens July 2000 - April 2001
Skills
Corporate Development, Financial Modeling, Management Consulting, Private Equity, Strategy, Valuation, Due Diligence, Mergers, Business Strategy, Analytics, Financial Analysis, Program Management, Competitive Analysis, Social Impact
Education
Harvard Business School 2004 — 2006
MBA
Princeton University 1996 — 2000
A.B., Economics
SunPower Corp. August 2013 - Present
First Solar 2009 - June 2013
OptiSolar (acquired by First Solar) 2007 - 2009
VietHope Inc. 2002 - 2009
Genentech 2005 - 2007
Merrill Lynch 2003 - 2005
Robertson Stephens 1998 - 2000
Skills
Project Finance, Strategic Partnerships, Capital Raising, Mergers, Strategy, Financial Analysis, Project Management, Negotiation, Economics, Renewable Energy, Financial Modeling, Solar Energy, Mergers & Acquisitions, Management
Education
Harvard Business School 2001 — 2003
MBA
Fulbright Scholarship 2000 — 2001
Fulbright Scholar, Economics / Finnance
Columbia University in the City of New York 1994 — 1998
BA, Economics
The London School of Economics and Political Science (LSE) 1996 — 1997
General Course Diploma, Economics
Blake Street Group April 2008 - Present
Centennial Ventures July 2005 - April 2008
Booz Allen Hamilton 2004 - 2004
The Carlyle Group July 2000 - May 2003
Robertson Stephens 1998 - 2000
Skills
Private Equity, Venture Capital, Growth Companies, Middle Market, Organizational Design, Executive Assessment, Mergers, LBO, Mergers & Acquisitions, Investments, IPO, Portfolio Management, Entrepreneurship, Start-ups, Structured Finance, Corporate Development
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Harvard University 1994 — 1998
BA
CTC Fund Management LLC April 2006 - Present
Chicago Board of Trade 2003 - 2006
Robertson Stephens 2000 - 2002
Calyon Financial 1997 - 2000
Skills
Financial Services, Options, Hedge Funds, Equities, Finance, Derivatives, Bloomberg, Financial Markets, Electronic Trading, Trading, Business Development, Trading Systems, Securities, Alternative Investments, Commodity
Education
Illinois Institute of Technology 2003 — 2005
M.S. Finance
Arizona State University 1991 — 1995
B.S. Finance
Bloomberg LP August 2015 - Present
BCP Securities November 2011 - July 2015
McMahan Securities June 2003 - March 2011
Robertson Stephens January 1999 - May 2002
Resource Real Estate Group, Inc. March 1999 - June 2000
Skills
High Yield, Credit Analysis, Convertible Bonds, Commercial Lending, Real Estate, Loans, Commercial Banking, Investment Properties, Credit, Credit Risk, Securities, Research, Fixed Income, Equity Research, Bloomberg, Capital Markets, Bonds, Valuation, Debt, Financial Markets, Capital Structure, Financial Modeling, Financial Analysis, Series 7, DCF, Cash Flow, Corporate Finance, Bloomberg Terminal, Hedging, Equities, Portfolio Management, Derivatives, Hedge Funds, Investment Banking, Asset Management, Equity Valuation, Alternative Investments, Leveraged Finance, Options, Investments, Structured Products, Special Situations, Private Equity, Structured Finance, Trading, LBO, Emerging Markets
Education
Duke University - The Fuqua School of Business
MBA, Finance
Tufts University
BA, Economics, Psychology
The London School of Economics and Political Science (LSE)
General, Economics, Psychology
King School
High School Diploma, AP Courses
TV4 Entertainment, Inc December 2012 - Present
EndofRetail December 2011 - Present
Alpha Strategies Investment Consulting 2011 - 2012
Commerce Street Capital February 2010 - May 2011
Capital Dynamics January 2008 - December 2009
The Silverfern Group 2005 - 2007
IRG Research 2003 - 2005
Wells Fargo Securities 2001 - 2002
Robertson Stephens 1998 - 2001
Mullin Consulting 1994 - 1996
Skills
Private Equity, Investments, Venture Capital, Business Development, Portfolio Management, Investment Banking, Alternative Investments, Investment Strategies, Hedge Funds, Financial Modeling, Capital Markets, Corporate Development, Digital Media
Education
UCLA Anderson School of Management 1996 — 1998
HKUST Business School 1997 — 1997
University of California, Los Angeles 1989 — 1993
Economics
Semester at Sea Fall '91 1991 — 1991
Panoramic Capital October 2014 - Present
7x7 Asset Management February 2008 - December 2013
Pacific Growth Equities October 2002 - December 2007
Robertson Stephens 1998 - 2002
Pacific Telesis 1995 - 1996
Smith Barney Inc. 1993 - 1995
Skills
Financial Modeling, Investments, Hedge Funds, Equities, Equity Research, Valuation, Investment Banking
Education
Harvard Business School 1997 — 1998
MBA, Business
Yale University 1989 — 1993
BA, Economics
Stifel Nicolaus October 2007 - Present
Piper Jaffray 2002 - 2007
Robertson Stephens 1997 - 2002
Education
Middlebury Institute of International Studies at Monterey 1995 — 1997
MA, Internnational Policy Studies
Franklin College 1992 — 1995
BA, IR
Kimpton Hotels & Restaurants January 2013 - Present
Kimpton Hotels & Restaurants July 2002 - Present
Robertson Stephens June 2000 - June 2002
Skills
Revenue Management, Hotels, Hospitality, Hospitality Industry, Hotel Management, Marketing, Pricing Strategy, Online Reputation..., Online Travel, Digital Strategy, Digital Marketing, Team Leadership, Organizational Structure, Digital Distribution, Reservation, Call Center, Channel Optimization, Channel Strategy
Education
Amherst College 1996 — 2000
BA, Economics and Spanish
Merrill Lynch Private Banking and Investment Group November 2006 - Present
Wells Fargo Private Bank July 2002 - November 2006
Robertson Stephens 2001 - 2002
mPower Advisors, LLC 1997 - 2001
Franklin Templeton Investments 1994 - 1997
Skills
Investments, Asset Allocation, Investment Advisory, Risk Management, Financial Advisory, Wealth Management..., High Net Worth..., Alternative Investments, Emerging Markets, Investment Banking, Investment Management, Portfolio Management, Strategy
Education
Santa Clara University 1997 — 1999
MBA, Finance
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science (B.S.), Business Administration/Finance
Enumeral Biomedical July 2010 - Present
Ascent Biomedical Ventures August 2002 - June 2010
Robertson Stephens 2001 - 2002
Education
Rockefeller University 1989 — 1996
PhD, Genetics and molecular biology
Grinnell College 1984 — 1988
Fanatics, Inc. June 2015 - Present
Moxie Capital LLC January 2009 - June 2015
Cowen and Company LLC June 2002 - October 2008
Robertson Stephens 1995 - 2002
Gymboree 1994 - 1995
Crate & Barrel 1992 - 1994
Goldman Sachs 1987 - 1990
Skills
Corporate Development, Equity Research, Valuation, Venture Capital, Private Equity, Mergers, Investment Banking, Financial Modeling, Private Placements, Capital Markets, Equity Capital Markets, Due Diligence, E-commerce, M&A experience, Equities, Hedge Funds, Mergers & Acquisitions, Strategy, IPO, LBO, Emerging Markets, Alternative Investments, Leveraged Finance, Corporate Finance, Investor Relations, Investments, Start-ups, Capital Raising, Business Valuation, Investment Management
Education
Stanford University Graduate School of Business 1990 — 1992
MBA
Duke University 1984 — 1987
Glenbrook North High School 1979 — 1983
PricewaterhouseCoopers 2003 - 2009
Robertson Stephens 2000 - 2002
Deloitte June 1995 - October 1999
Skills
Auditing, Internal Controls, Due Diligence, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Finance, Process Improvement, Risk Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Accounting and Finance
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Holland Management, LLC November 2010 - Present
Tersylbran, Inc. January 2002 - October 2010
Robertson Stephens 2000 - 2001
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Real Estate, Finance, Strategic Planning, Business Strategy, Market Research, New Business Development, Project Management, Microsoft Excel, Marketing
Education
Emory University - Goizueta Business School 2008 — 2010
Master of Business Administration (MBA)
Princeton University 1995 — 1999
BA, Political Science
Blume Capital Management, Inc. July 2009 - Present
Blume Capital Management, Inc. March 2004 - June 2009
Robertson Stephens 1999 - 2002
PricewaterhouseCoopers 1998 - 1999
Alex. Brown & Sons 1997 - 1997
Econsult Corporation 1995 - 1996
Skills
Venture Capital, Financial Modeling, Valuation, Corporate Finance, Mergers, Investment Banking, Equities, Hedge Funds, Investments, Capital Markets, Asset Managment, Alternative Investments
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
Georgetown University 1987 — 1990
BA, Government/Political Theory
Menlo-Atherton 1980 — 1984
La Entrada
St.Josephs
CragMaker January 2000 - Present
Robertson Stephens 1998 - 1999
Hadco 1997 - 1998
McKinsey & Company 1993 - 1997
Skills
Marketing Strategy, Equity Research, Product Development, Product Management, Manufacturing, Business Strategy, Management Consulting, Training, Start-ups, Management, Strategic Planning, Business Development, Product Marketing, Strategy, Entrepreneurship, Corporate Development, Cross-functional Team..., E-commerce, SaaS, Strategic Partnerships, Mergers & Acquisitions, Recruiting, New Business Development, Mobile Devices
Education
Cornell 1987 — 1993
Ph D, Engineering Physics
Cornell University 1981 — 1985
B.A., Physics
Concord Carlisle HighSchool 1979 — 1981
HS Diploma
Phillips Exeter Academy 1977 — 1979
Williams-Sonoma, Inc. April 2013 - Present
Macys.com September 2012 - April 2013
Wells Fargo September 2007 - June 2012
Volt Technical Resources August 2005 - August 2007
Comm-IT June 2003 - September 2004
Gizmo Wireless December 2002 - August 2003
Eagan McAllister Associates September 2002 - June 2003
Robertson Stephens January 1998 - September 2002
Skills
SQL Server, SQL, Microsoft Office, Siebel Administration, Microsoft CRM, Oracle SQL, MS Project, CRM software, Business Analysis, Business Strategy, Cross Selling, Marketing Strategy, Marketing Communications, Community Outreach, Salesforce CRM, Quality Assurance, Analytics, Business Intelligence, SharePoint, Business Requirements, Requirements Gathering, Requirements Analysis, Data Analysis, Business Process..., Coremetrics Analytics, BrightTag, Mingle, Databases, ETL, Training, Agile Methodologies, User Acceptance Testing, Program Management, Predictive Analytics, Project Planning, Google Analytics, Direct Marketing, Web Analytics, Teradata, Vendor Management, CRM, Management, Salesforce.com, Process Improvement, Project Management, Software Documentation, Business Process
Education
The University of Georgia 1996 — 1998
BA, Communication and Mass Communication
College of Charleston 1993 — 1995
Bishop England High School
Centurion Global Mgmt 2007 - Present
KKR 2005 - 2007
Soros Fund Management 2002 - 2005
Bessemer Trust 1998 - 2002
J&W Seligman 1995 - 1997
Robertson Stephens 1989 - 1992
Education
Columbia University - Columbia Business School
MBA, Finance
Harvard University
AB, Economics, Literature
KeyCorp August 2004 - Present
RBC Capital Markets 2001 - 2004
Robertson Stephens August 1997 - July 2002
BankBoston 1992 - 1997
Education
Denison University 1988 — 1991
History
Homewood-Flossmoor High School 1987 — 1987
CrimsonCove Photography April 2013 - April 2015
Simmons School of Management January 2002 - May 2006
Robertson Stephens September 1997 - January 2002
Berenson, Isham & Partners February 1997 - September 1997
Cambridge Associates July 1996 - February 1997
Skills
Event Planning, Recruiting, Photography, Digital Photography, Event Photography, Photoshop, Project Planning, Program Development, Volunteer Management, Marketing Communications, Microsoft Office, Databases, Organization, Social Media, Marketing, Creative Problem Solving, Adobe Creative Suite, Nonprofits
Education
American University 1994 — 1996
BA, International Service (emphasis on Europe), French
Cite Universitaire
Ronin Global Partners January 2010 - Present
Stephens Inc. January 2004 - February 2010
Oppenheimer & Co. August 2002 - January 2004
Robertson Stephens February 1999 - August 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1995 — 1999
Master of Business Administration (MBA), Finance, General
Hofstra University
BBA, Finance
Citi December 2014 - Present
Evercore Partners April 2013 - October 2014
Keefe, Bruyette & Woods June 2007 - December 2012
Calyon Financial April 2005 - July 2007
JPMorgan March 2002 - April 2005
Robertson Stephens 1999 - 2001
Skills
Finance, Competitive Analysis, Franchising, Equity Research, Valuation, Corporate Finance, Equities, Investment Banking, Financial Modeling, Structured Finance, Financial Analysis, Bloomberg, Investment Management
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University - School of International and Public Affairs
MIA, International Affairs
New York University
St. Albans
Total MRO LLC January 2009 - 2014
Discovery Capital Partners January 2006 - 2008
Discovery Capital Partners February 2001 - June 2003
Robertson Stephens April 1996 - 2001
Skills
Hedge Funds, Investments, Asset Managment, Equities
Education
Hartwick College 1985 — 1988
BS, Business Mgmt
ClearView Audio February 2011 - Present
Locus Energy September 2010 - Present
Mooreland Partners May 2005 - Present
Global Bay Mobile - Verifone May 2005 - October 2011
Robertson Stephens June 1993 - September 2002
Alex Brown & Sons September 1987 - June 1993
Skills
Corporate Development, Equity Research, Equities, Mergers, Asset Managment, Investment Banking, Venture Capital
Education
Harvard Business School 1983 — 1985
MBA
Amherst College 1977 — 1981
BA, History
Sciences Po 1979 — 1980
CEP, International Relations
PharMerica November 2013 - Present
CIT Healthcare July 2011 - July 2013
Boston Heart Diagnostics November 2009 - June 2011
Thomas Weisel Partners October 2005 - August 2008
UBS Investment Bank July 2004 - September 2005
Robertson Stephens January 2000 - July 2001
Deutsche Banc Alex. Brown July 1998 - January 2000
Skills
Investment Banking, Venture Capital, Hedge Funds, Leveraged Finance, Mergers, Bonds, Healthcare, Credit, Private Equity, Valuation, Capital Markets, Financial Modeling, Equities, Corporate Finance, LBO, Investor Relations, Financial Analysis, Corporate Development, Fixed Income, Banking, Private Placements, Industry Analysis, Debt, Due Diligence, IPO, Mergers & Acquisitions, Emerging Markets, Equity Research, Financial Structuring, Business Development
Education
Harvard University 1994 — 1998
AB, cum laude, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance & Marketing
Roxbury Latin School 1990 — 1994
High School Diploma
Microsoft 2010 - Present
Independent 2008 - 2009
Nextel Partners / Sprint Nextel 2004 - 2007
Eagle River Investments 2001 - 2004
Robertson Stephens 1999 - 2001
Sullivan & Cromwell 1997 - 1999
Education
Stanford University Graduate School of Business 2007 — 2008
MS Management, Sloan Fellow
Harvard University 1993 — 1997
AB, History
Loyola High School
Morgan Stanley Wealth Management August 2013 - Present
Canaccord Genuity March 2011 - January 2013
Lazard Capital Markets 2007 - October 2010
First Albany / Broadpoint 2002 - 2007
Robertson Stephens 1995 - 2001
Skills
Equities, Series 7, Series 63, Capital Markets, Equity Research, Fixed Income, Series 55, Bloomberg, Equity Trading, Trading, Hedge Funds, Electronic Trading, FINRA, Options, Securities, Trading Systems
Education
Golden Gate University
Bachelor of Business Administration (B.B.A.), Finance, General
Inn at Hastings Park 2011 - Present
Artistry 2010 - Present
Robertson Stephens 2000 - 2001
Robertson Stephens 1998 - 2000
Skills
Non-profits, Fundraising, Public Speaking, Research, Strategic Planning, Event Planning, Microsoft Office, Community Outreach, Volunteer Management, Philanthropy
Education
Le Cordon Bleu London 2002 — 2003
Le Grand Diplôme
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Harvard College 1988 — 1992
Bachelor of Arts (B.A.), Government
VIP Litho January 2002 - July 2008
Thomas Weisel Partners January 2001 - January 2002
Lason, Inc. 2000 - 2001
Robertson Stephens 1993 - 1999
Montgomery Securites 1983 - 1993
Peat Marwick January 1980 - January 1983
Woodward-Clyde Consultants January 1978 - January 1980
Skills
Private Equity, Business Development, Equity Research, Bloomberg, Investment Banking, Management, Financial Services, Corporate Development, Management Consulting
Education
California State University-Chico 1971 — 1975
Winchester Electronics Corporation 2015 - Present
TRU Corporation (a division of Winchester Electronics Corporation) 2014 - 2015
TRU Technologies (fka Ceralta Technologies) 2007 - 2014
Barrie House Coffee & Tea, Co. 2004 - 2007
TRU Corporation (became a subsidiary of TRU Technologies, Inc.) 2002 - 2004
Robertson Stephens 1997 - 2001
Skills
Mergers, Negotiation, Acquisition Integration, Strategic Planning, Metrics, Leadership, Finance, Turn Around Management, Sarbanes-Oxley Act, New Business Development, Management, Project Finance, Product Development, Executive Management, Financial Reporting, Business Strategy, Sales Management, Business Modeling, Mergers & Acquisitions, Managerial Finance, Corporate Finance, Corporate Development, Six Sigma, Business Development, Lean Manufacturing, Start-ups, Business Planning, Strategic Partnerships, Entrepreneurship, P&L Management, Strategy, Operations Management, Management Consulting, Competitive Analysis, Investments, Cross-functional Team..., Due Diligence, Venture Capital, Private Equity, Restructuring, Risk Management, Financial Modeling, Business Process..., Business Transformation, Forecasting, Divestitures, Strategic Consulting, M&A experience
Education
Northeastern University
BS
Harvard Business School
AMP
AIG March 2015 - Present
AIG March 2013 - March 2015
AIG Property & Casualty 2011 - 2013
AIG 2007 - 2011
Citi 2006 - 2007
East River Ventures LP 2000 - 2006
Robertson Stephens 2000 - 2000
Deloitte Consulting 1997 - 2000
Price Waterhouse Management Consulting 1994 - 1996
JP Morgan 1993 - 1994
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Strategy
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1993
BS, Industrial Engineering
Cornell University 1988 — 1992
BA, Economics & Government
JMP Securities March 2009 - Present
Sabbatical June 2007 - March 2009
ThinkEquity Partners May 2005 - May 2007
Charles Schwab May 2004 - May 2005
NYFIX October 2002 - May 2004
Robertson Stephens August 2000 - October 2002
Citigroup January 1992 - July 2000
Commodity Futures Trading Commission August 1988 - January 1992
Skills
Securities
Education
American University Washington College of Law 1981 — 1984
JD, Law
Boston University 1976 — 1979
BS, Business
Fair Lawn High School
Timberline Capital Partners, LLC Managing DirectorPiper Jaffray2003 - 2005
SoundView Technology Group 2001 - 2003
Robertson Stephens 1997 - 2001
Skills
Equities, Trading Systems, Capital Markets, Portfolio Management, Equity Trading, Private Equity, Investments, Hedge Funds, Asset Management, Investment Banking, Series 7, Trading, Alternative Investments, Equity Research, Securities
Education
Harvard Business School 2006 — 2006
Strategic Financial Analysis/Business Evaluation
Northeastern University 1987 — 1991
Finance and Insurance, Economics
Sea Bluff Capital, LLC May 2008 - Present
Piper Jaffray June 2005 - June 2007
Crosslink Capital May 2000 - August 2004
Robertson Stephens December 1996 - March 2000
Legg Mason July 1995 - November 1996
Education
Emory University - Goizueta Business School 1993 — 1995
MBA, Finance
California Polytechnic State University-San Luis Obispo
BS, Electronic Engineering
JMP Securities July 2009 - Present
Thomas Weisel Partners March 2006 - February 2009
CIBC World Markets March 2004 - March 2006
Bank One 2002 - 2004
Robertson Stephens 1998 - 2002
Skills
Equity Derivatives, Hedge Funds, Business Development, Credit, Alternative Investments, Equities, Investments, Series 7, Bonds, Options, Sales, Investment Banking, Asset Management, Bloomberg, Capital Markets, Fixed Income, Management, Securities, Series 63, Portfolio Management, Financial Modeling, Valuation, Trading
Education
Loyola University Chicago 1996 — 1997
Partial MBA due to Relocation, MBA
DePauw University 1989 — 1993
BA, Liberal Arts
Torreya Partners 2007 - Present
Citigroup May 2002 - October 2005
Robertson Stephens June 1989 - May 2002
Skills
Venture Capital, Mergers, Corporate Development, Valuation, Investment Banking, Business Strategy, Due Diligence, Private Equity, Biotechnology, Financial Modeling, Lifesciences
Education
Harvard Business School 1987 — 1989
MBA-1989
Columbia College 1980 — 1984
edgemont 1976 — 1980
high school degree
RBC September 2014 - Present
Alcatraz Outlaws March 2009 - Present
Evercore September 2013 - August 2014
Credit Suisse April 2006 - February 2013
University High School 2000 - 2011
Capital Group September 2004 - March 2006
Credit Suisse April 2001 - August 2004
Robertson Stephens January 1999 - June 2001
SKYY Spirits October 1998 - January 2000
E&J Gallo Winery June 1990 - September 1998
Skills
Sales, Equities, Coaching, Management, Equity Trading, Golf, Lacrosse, Hedge Funds, Series 7, Capital Markets, Investments, Alternative Investments, Bloomberg, Series 63, Equity Research, Private Equity, Valuation, Asset Management
Education
Gettysburg College 1985 — 1990
BA, Business
Holderness School 1983 — 1985
Jefferies & Company July 2002 - Present
Robertson Stephens 1999 - 2002
Oppenheimer & Co. Inc. July 1995 - March 1999
Education
Bates College
Bachelor's degree, Economics
Farlie Turner & Company, LLC June 2015 - Present
Parthenon Healthcare Advisors LLC September 2014 - June 2015
The Jordan Edmiston Group November 2012 - September 2014
Avondale Partners March 2003 - November 2012
Thomas Weisel Partners July 2000 - November 2003
Cramer Rosenthal McGlynn January 1999 - February 2000
Robertson Stephens 1995 - 1998
Skills
Mergers, Investment Banking, Corporate Finance, Private Equity, Acquisitions, Management, Valuation, Venture Capital, Financial Modeling, Due Diligence, LBO, Corporate Development, M&A experience, Equities, Capital Markets, Mergers & Acquisitions, Equity Research, Business Valuation, IPO, Private Placements, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, General
Washington and Lee University 1989 — 1993
BA, Asian Studies, Finance
The Baylor School 1984 — 1989
Laurel Heights Equity Partners, LLC June 2014 - Present
HSBC Securities 2005 - March 2014
Needham & Company 2002 - 2005
Robertson Stephens 1998 - 2002
Nantucket Nectars 1993 - 1996
Skills
Equities, Hedge Funds, Investments, Corporate Development, Emerging Markets, Equity Research, Investment Banking, Equity Capital Markets, Finance, Strategy, IPO, Capital Markets, Relationship Management, Non-profit Board..., Board of Directors, Valuation, Series 63, Series 7, Business Development, Strategic Partnerships, Business Advisory, Sales Management, Business Analysis, Financial Analysis, Key Account..., Partnerships, Start-ups, Brand Management, Nonprofits, Non-profit Leadership, Team Management, Team Leadership, Securities, Alternative Investments, Bloomberg, Due Diligence
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing, Management
Boston College 1987 — 1991
MA, Economics, Philosophy
Georgetown Preparatory School 1983 — 1987
Morgan Stanley January 2010 - Present
Morgan Stanley January 2012 - September 2012
Morgan Stanley February 2007 - December 2010
Robertson Stephens 1995 - 1998
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
JPMorgan Chase 2003 - Present
robertson stephens 1995 - 2002
Education
California State University-Chico 1987 — 1995
Sony Computer Entertainment America LLC October 2014 - Present
Sony Computer Entertainment America January 1995 - October 2014
E*Offering 1994 - 1996
Robertson Stephens January 1992 - January 1994
Montgomery Securities 1986 - 1992
Skills
Management, Strategic Planning, Vendor Management, Strategic Partnerships, Telecommunications, Cloud Computing, Product Management, Customer Service, Strategy, Microsoft Excel
Education
Skyline College 2009 — 2012
Network Engineering Certification, Telecommunication & Network Technology
Benedictine University 1978 — 1982
1982, Business
Bloom High School
Glenwood School
Canid Asset Management January 2009 - Present
Pacific Edge Investment Management January 2002 - December 2008
Bowman Capital August 1999 - December 2001
Robertson Stephens August 1998 - August 1999
Piper Jaffray 1995 - 1998
Skills
Hedge Funds, Asset Management, Investments, Market Risk, Risk Management, Equities, Equity Valuation, Equity Trading, Asset Managment, Trading Systems, Investment Management, Trading, Financial Services, Hedging, Mutual Funds, Investment Banking, Alternative Investments, Capital Markets
Education
University of Minnesota - Carlson School of Management 1996 — 1998
Executive Evening MBA Program
American University 1989 — 1993
B.A., Economics and International Affairs
Université libre de Bruxelles 1992 — 1992
European Union/Political Economics
TIAA-CREF September 2014 - Present
Merrill Edge, Bank of America Merrill Lynch August 2011 - December 2013
AXA Advisors November 2010 - June 2011
Pershing LLC, Bank of New York Mellon November 2006 - February 2009
Moors & Cabot July 2006 - November 2006
Presidio Financial Partners November 2005 - February 2006
Oppenheimer & Co. November 2002 - October 2005
Wachovia Securities, LLC May 2001 - May 2002
Robertson Stephens April 1999 - April 2001
Skills
Investments, Series 7, Financial Services, Equities, Asset Management, Series 63, Strategic Financial..., Estate Planning, Financial Advisory, Investment Strategies, Asset Allocation, Risk Management, Insurance, Finance, Alternative Investments, Strategy, Mutual Funds, Wealth Management, Institutional Sales, Account Management, Relationship Management, Corporate Training, Retirement Planning, Investment Advisory, Wealth Management..., Portfolio Management, Securities, Banking, New Business Development, Sales Presentations, FINRA, Sales Management, Retirement, Financial Markets, Sales Process, Financial Planning
Education
Golden Gate University
MBA, Finance
University of Hamburg
BS / Vordiplom, Business Administration
Torchlight Investors May 2011 - Present
Commercial Capital Connection, LLC September 2010 - Present
MKM Partners LLC October 2010 - May 2011
Credit Suisse Alternative Investments November 2006 - December 2009
Trilogy Capital Advisors April 2002 - November 2006
Credit Suisse First Boston August 2000 - March 2002
FBR June 1997 - June 2000
Robertson Stephens June 1994 - June 1997
Education
American University 1990 — 1993
BA, Economics
Morgan Stanley May 2015 - Present
Robertson Stephens Advisors June 2013 - May 2015
WTAS July 2012 - May 2013
Internal Revenue Service Office of Chief Counsel January 2012 - May 2012
BOSS Enterprises, LLC June 2009 - April 2010
WTAS March 2009 - June 2009
Merrill Lynch July 2002 - July 2005
Robertson Stephens June 1997 - July 2002
Education
Golden Gate University, School of Law 2010 — 2012
LL.M. in Taxation with Honors, Taxation
Golden Gate University, School of Law 2005 — 2008
Doctor of Jurisprudence, Specialization Certificate in Taxation
Northeastern University 1991 — 1996
B.S.B.A, Finance & International Business
Berkeley High School 1987 — 1991
GCA Savvian February 2006 - Present
SVB Alliant October 2003 - February 2006
Bank of America Securities October 2002 - October 2003
Robertson Stephens August 2000 - July 2002
Enron International July 1995 - April 1998
Triton Energy July 1994 - July 1995
Skills
Private Equity, Mergers, Investment Banking, Private Placements
Education
University of Pennsylvania - The Lauder Institute 1998 — 2000
MA, International Studies
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Brown University 1988 — 1992
BA, International Relations
Middlebury College 1991 — 1991
Spanish Immersion
Darien High School 1984 — 1988
RCM June 1999 - Present
RCM - Allianz Global Investors 1999 - Present
Pequot Capital April 2004 - September 2005
Robertson Stephens April 1996 - October 1998
Skills
Financial Modeling, Hedge Funds, Alternative Investments, Asset Management, Equities, Valuation, Investments, Capital Markets, Portfolio Management, Equity Research
Education
Northwestern University - Kellogg School of Management 1990 — 1993
M.M., Finance
Case Western Reserve University
Bachelor of Arts (B.A.), Chemistry
University of Cincinnati College of Medicine
Doctor of Medicine (M.D.)
StoneCastle Land & Home Financial December 2014 - Present
MR Beal & Company January 2013 - November 2014
Jackson Securities February 2010 - January 2013
Magna Securities March 2009 - March 2010
Screaming Eagle Trading February 2006 - February 2009
Oppenheimer & Co. January 2003 - February 2006
Lehman Brothers 2000 - 2000
Robertson Stephens 1990 - 2000
Weeden & Co. March 1986 - January 1990
City of Cleveland January 1980 - January 1982
Skills
Trading, Equities, Investment Banking, Capital Markets, Asset Managment, Equity Trading, Investments, Electronic Trading, Trading Systems, Fixed Income, Equity Research, Series 7, Hedge Funds, Valuation, Securities, Financial Modeling, Corporate Finance, Portfolio Management, Public Finance, Program Trading, Prime Brokerage, Equity Derivatives, Bonds, Asset Management, Bloomberg
Education
Golden Gate University 1988 — 1990
MBA, Investments and Securities
Cleveland State University 1979 — 1980
Master of Science (MS), Urban Planning
st edwards high school
SRA Consultants 2001 - Present
SRA Consultants 2001 - 2010
Montgomery &Co. 2005 - 2007
JMP Securities 2003 - 2005
SRA Consulting 2001 - 2003
Robertson Stephens 1993 - 2001
Skills
Equity Research, Equities, Series 7, Investments, Writing, Editing, Copy Editing, Photography, Valuation, Due Diligence
Education
Golden Gate University
MBA, Finance
University of Michigan
BA, Journalism
MBS Value Partners May 2015 - Present
Great Gable Partners 2011 - 2015
Jefferies & Company 2002 - 2011
Robertson Stephens 2000 - 2002
Navigant Consulting 1998 - 2000
Brean Murray, Carret & Co. 1996 - 1998
American International Group 1993 - 1996
Skills
Equity Research, Series 7, Investment Banking, Equities, Valuation, Portfolio Management, Hedge Funds
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Concentrations in Finance and Marketing
Vanderbilt University 1984 — 1988
BA, Mathematics and Economics, Magna Cum Laude
Intel Corporation 2008 - Present
Heller Ehrman White & McAuliffe 2002 - 2008
Robertson Stephens 2001 - 2002
Morgan Stanley 1999 - 2001
Gibson Dunn & Crutcher LLP 1989 - 1999
Skills
Intellectual Property, Securities Litigation, Internal Investigations, Corporate Governance, Litigation, Commercial Litigation
Education
University of California, Hastings College of the Law 1986 — 1989
JD, Law
Colorado State University 1979 — 1983
B.S., Business Administration
Make Diabetes History January 2006 - Present
Robertson Stephens July 1995 - August 1998
Skills
Entrepreneurship
Education
Harvard University 1991 — 1995
Varick Asset Management July 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers 2007 - September 2008
Sigma Advisors 2003 - 2007
Volaris Advisors 2001 - 2003
Robertson Stephens 1999 - 2001
JP Morgan Chase 1993 - 1999
Education
Columbia Engineering 1989 — 1993
BS, Mechanical Engineering
Barclays Capital October 2012 - Present
Barclays Capital September 2008 - October 2012
Lehman Brothers June 2000 - September 2008
Robertson Stephens November 1997 - June 2000
Skills
Management
Education
NYU Stern School of Business 1990 — 1992
MS / MBA
Brandeis University 1985 — 1989
Bachelor's degree
MetLife December 2006 - Present
MetLife September 2004 - Present
MetLife January 2003 - August 2004
MetLife December 2002 - January 2003
Robertson Stephens October 1999 - July 2002
Skills
Project Management, People Management, Program Implementation, Process Improvement, Lead Generation, Sales Analytics, Sales Trend Analysis, Customer Relations, Contract Negotiation, Operations Management, System Design, Oral Communications, Communication Written, Graphic Design, Marketing Strategy, Marketing Communications
Education
Bentley College 1994 — 1997
Bachelor of Science (BS), Marketing
Mizuho Securities USA Inc. July 2013 - April 2014
Piper Jaffray 2004 - 2012
Robertson Stephens 1997 - 2002
Cowen and Company 1990 - 1997
Skills
Series 7, Equity Trading, Series 63, Equities, Electronic Trading, Bloomberg, Equity Research, Hedge Funds, ETFs, Trading, Investments, Options, Capital Markets
Education
SUNY Binghamton 1985 — 1989
Bachelor of Arts (B.A.), Economics
Self January 2015 - Present
SquareOne Mail, Inc. October 2013 - November 2014
Hangtime 2012 - 2013
Insightly March 2012 - November 2012
Moments For Me 2010 - 2012
Wunderradio 2008 - 2010
Mellon Capital 2002 - 2007
Robertson Stephens 2000 - 2001
Again Technology 1999 - 2000
UTStarcom 1997 - 1999
Skills
Objective-C, Mobile Devices, iOS Development, Python, iOS, Start-ups, Mobile Applications, Software Development, APIs, Leadership, SaaS, Software Engineering
Education
Carnegie Mellon University 1991 — 1994
Master of Science (MS), Operations Research
Dartmouth College 1987 — 1991
Bachelor of Arts (BA), Mathematics and Computer Science