Robertson Stephens

Industry: Investment company

Description

Robertson Stephens was a San Francisco-based boutique investment bank that focused primarily on technology companies. The firm was closed by its parent company, FleetBoston in July 2002 as a result of the collapse of the technology sector and the end of the dot-com bubble. Founded: 1971 Headquarters: San Francisco, CA Founders: Sanford Robertson, Robert Coleman, Ken Siebel

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Robertson Stephens Employees

Employee
Years
Job
Industry
Jeff Javits, CISSP, CISA Jeff Javits, CISSP, CISA San Francisco Bay Area Details
Jeff Javits, CISSP, CISA's Robertson Stephens Experience June 2000 - September 2002
Job Chief Information Officer at Fremont Bank
Industry Banking
Experience
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

Bryan Aquino Bryan Aquino San Francisco Bay Area Details
Bryan Aquino's Robertson Stephens Experience June 1997 - April 1998
Job Cook at The Commissary
Industry Food & Beverages
Experience
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

Peter Petitt Peter Petitt San Francisco Bay Area Details
Peter Petitt's Robertson Stephens Experience July 1999 - September 2002
Job Vice President Corporate Development at RPX Corporation
Industry Financial Services
Experience
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

Thomas Tuchscherer Thomas Tuchscherer San Francisco Bay Area Details
Thomas Tuchscherer's Robertson Stephens Experience April 2000 - August 2002
Job CFO & VP Corporate Development at Talend
Industry Computer Software
Experience
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

Colin Born Colin Born Palo Alto, California Details
Colin Born's Robertson Stephens Experience 1996 - 1997
Job VP Corporate Development and IR at GoPro
Industry Consumer Electronics
Experience
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

John Papazian John Papazian San Francisco, California Details
John Papazian's Robertson Stephens Experience August 1996 - January 1999
Job
Industry Financial Services
Experience
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

Chanthi Lune Chanthi Lune Menlo Park, California Details
Chanthi Lune's Robertson Stephens Experience November 2000 - July 2002
Job Director, Finance, Investments and Administration
Industry Nonprofit Organization Management
Experience
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

Stephanie Chandler Dencik Stephanie Chandler Dencik Greater Los Angeles Area Details
Stephanie Chandler Dencik's Robertson Stephens Experience March 1998 - August 2002
Job Independent Consultant
Industry Investment Banking
Experience
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

Steve McCamey, AIF Steve McCamey, AIF Southern Pines, North Carolina Details
Steve McCamey, AIF's Robertson Stephens Experience 1997 - 2002
Job Senior Relationship Manager at Charles Schwab
Industry Financial Services
Experience
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

Stephen Hawthornthwaite Stephen Hawthornthwaite San Francisco, California Details
Stephen Hawthornthwaite's Robertson Stephens Experience January 1998 - September 2002
Job CoFounder at Rothy's
Industry Consumer Goods
Experience
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

Kathleen carey Kathleen carey Greater Los Angeles Area Details
Kathleen carey's Robertson Stephens Experience March 1999 - August 2000
Job Sr. VIce President Institutional Sales BTIG,LLC
Industry Financial Services
Experience
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

Susie Belanger Susie Belanger Miami, Florida Details
Susie Belanger's Robertson Stephens Experience January 1995 - August 1999
Job Marketing Manager (Miami) at Baker & McKenzie
Industry Legal Services
Experience
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

Robin Jackman Robin Jackman Greater San Diego Area Details
Robin Jackman's Robertson Stephens Experience 1998 - 2002
Job Life Science Executive
Industry Biotechnology
Experience
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.

Carter Dunlap Carter Dunlap San Francisco Bay Area Details
Carter Dunlap's Robertson Stephens Experience August 1982 - March 1984
Job Managing Member, Dunlap Equity Managment, LLC
Industry Investment Management
Experience
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

Ross Revenaugh Ross Revenaugh San Francisco Bay Area Details
Ross Revenaugh's Robertson Stephens Experience 2000 - 2002
Job Managing Director at Windhaven Investment Management
Industry Investment Management
Experience
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

Doug MacBean Doug MacBean Los Angeles, California Details
Doug MacBean's Robertson Stephens Experience July 1999 - July 2002
Job Director, Public Markets at California Institute of Technology
Industry Investment Management
Experience
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

Lane McKenna Ryan Lane McKenna Ryan San Mateo, California Details
Lane McKenna Ryan's Robertson Stephens Experience July 1989 - July 1996
Job Business content writer
Industry Management Consulting
Experience
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

Katie Transeth Katie Transeth Portland, Oregon Area Details
Katie Transeth's Robertson Stephens Experience December 1999 - March 2001
Job Keller Williams Realty Portland Metro
Industry Education Management
Experience
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

Harry Layman Harry Layman Greater New York City Area Details
Harry Layman's Robertson Stephens Experience 1997 - 1997
Job Vice President at Deutsche Bank Securities
Industry Financial Services
Experience
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

Rob Maher Rob Maher Greater New York City Area Details
Rob Maher's Robertson Stephens Experience January 2000 - May 2002
Job Global Head of Electronic Markets
Industry Banking
Experience
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)

Jack Castaneda Jack Castaneda San Francisco Bay Area Details
Jack Castaneda's Robertson Stephens Experience 2000 - 2002
Job Senior Recruiter at Electronic Arts
Industry Staffing and Recruiting
Experience
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

Steve Hunter Steve Hunter Atlanta, Georgia Details
Steve Hunter's Robertson Stephens Experience April 2000 - July 2002
Job Managing Director at Greene Holcomb Fisher
Industry Investment Banking
Experience
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

Tim Kallas Tim Kallas San Francisco Bay Area Details
Tim Kallas's Robertson Stephens Experience January 2001 - July 2002
Job Institutional Equity Sales
Industry Investment Banking
Experience
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

Mike MacKeen Mike MacKeen Greater Boston Area Details
Mike MacKeen's Robertson Stephens Experience August 1997 - May 2001
Job
Industry Venture Capital & Private Equity
Experience
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

Jenna Bloomgarden Jenna Bloomgarden Chappaqua, New York Details
Jenna Bloomgarden's Robertson Stephens Experience 1992 - 1994
Job Vice President at Morgan Stanley, Graystone Consulting
Industry Financial Services
Experience
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

Alexander Gumbs Alexander Gumbs Greater New York City Area Details
Alexander Gumbs's Robertson Stephens Experience 2001 - 2002
Job District Sales Manager at Medtronic
Industry Medical Devices
Experience
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

Fred Molfino Fred Molfino San Francisco Bay Area Details
Fred Molfino's Robertson Stephens Experience 1998 - 2002
Job Founder and Managing Director
Industry Investment Management
Experience
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

Kevin Barnes Kevin Barnes San Francisco Bay Area Details
Kevin Barnes's Robertson Stephens Experience 1999 - 2002
Job Managing Director at Merrill Lynch Private Bank and Investment Group
Industry Financial Services
Experience
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

Hany Awadalla Hany Awadalla New York, New York Details
Hany Awadalla's Robertson Stephens Experience July 1997 - September 2002
Job Managing Director, Investment Banking at National Securities
Industry Financial Services
Experience
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

Heather Fleming Heather Fleming Pleasanton, California Details
Heather Fleming's Robertson Stephens Experience April 2000 - August 2002
Job German Teacher at Foothill High School
Industry Primary/Secondary Education
Experience
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

Darren Oberst Darren Oberst Greater New York City Area Details
Darren Oberst's Robertson Stephens Experience 1998 - 2001
Job EVP, Corporate Development HCL Technologies
Industry Information Technology and Services
Experience
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

Drew Noone Drew Noone San Francisco Bay Area Details
Drew Noone's Robertson Stephens Experience 1996 - 2000
Job
Industry Financial Services
Experience
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

Jeremy Ellis Jeremy Ellis Greater Atlanta Area Details
Jeremy Ellis's Robertson Stephens Experience March 2000 - July 2002
Job Managing Director at Genesis Capital, LLC
Industry Investment Banking
Experience
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

Ann Henry Ann Henry Greater New York City Area Details
Ann Henry's Robertson Stephens Experience 1997 - 1999
Job SVP Finance, Merchandising at Martha Stewart Living Omnimedia
Industry Consumer Goods
Experience
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

Peggy Roberts Peggy Roberts Cleveland/Akron, Ohio Area Details
Peggy Roberts's Robertson Stephens Experience July 2001 - July 2002
Job Chief Operating Officer, Riverside Capital Appreciation Fund
Industry Venture Capital & Private Equity
Experience
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

John Trbovich John Trbovich Orlando, Florida Area Details
John Trbovich's Robertson Stephens Experience 1997 - 1999
Job Co Founder and General Partner at Arsenal Venture Partners
Industry Venture Capital & Private Equity
Experience
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

Charles Field Charles Field San Francisco Bay Area Details
Charles Field's Robertson Stephens Experience July 1999 - July 2001
Job Managing Partner at Sunlight Capital Group
Industry Venture Capital & Private Equity
Experience
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

Joseph Sanborn Joseph Sanborn Greater Boston Area Details
Joseph Sanborn's Robertson Stephens Experience 1998 - 2002
Job Managing Director & Head of Technology at The Jordan Edmiston Group, Inc. ("JEGI")
Industry Investment Banking
Experience
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

Macc Vaughan Macc Vaughan Greater Los Angeles Area Details
Macc Vaughan's Robertson Stephens Experience January 2000 - May 2000
Job Finance Director, Universal Studios Hollywood at NBCUniversal, Inc.
Industry Entertainment
Experience
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

Robert (Bert) Hazlett Robert (Bert) Hazlett Greater New York City Area Details
Robert (Bert) Hazlett's Robertson Stephens Experience 2000 - 2002
Job Managing Director at Ladenburg Thalmann
Industry Investment Banking
Experience
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)

Sheila Gulati Sheila Gulati Greater Seattle Area Details
Sheila Gulati's Robertson Stephens Experience 1998 - 1999
Job Managing Director at Tola Capital
Industry Venture Capital & Private Equity
Experience
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

Jennifer Caluri Jennifer Caluri Greater New York City Area Details
Jennifer Caluri's Robertson Stephens Experience 2001 - 2002
Job Director Of Marketing at Situs
Industry Marketing and Advertising
Experience
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

Anthony Farinha Anthony Farinha Menlo Park, California Details
Anthony Farinha's Robertson Stephens Experience 1999 - 2002
Job Director of Business Development & Strategic Alliances at DSSD, Emerging Technologies Division of EMC
Industry Information Technology and Services
Experience
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

Robert Heath Robert Heath San Francisco Bay Area Details
Robert Heath's Robertson Stephens Experience September 1996 - December 1999
Job Senior Vice President at RPX Corporation
Industry Financial Services
Experience
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

David Szekeres David Szekeres San Diego, California Details
David Szekeres's Robertson Stephens Experience 2000 - 2001
Job Corporate Development & Strategy | General Counsel | Finance | Board of Directors | Corporate Secretary
Industry Pharmaceuticals
Experience
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

Nancy Hollis Nancy Hollis Greater Chicago Area Details
Nancy Hollis's Robertson Stephens Experience August 2000 - February 2002
Job Investment Professional, Relationship Manager and Entrepreneur
Industry Financial Services
Experience
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

Carl Kaufman Carl Kaufman San Francisco Bay Area Details
Carl Kaufman's Robertson Stephens Experience May 1999 - April 2002
Job VP at Osterweis Capital Management
Industry Investment Management
Experience
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

John McKlveen John McKlveen San Francisco Bay Area Details
John McKlveen's Robertson Stephens Experience July 1999 - December 2001
Job VP Corporate Development at Businessolver
Industry Information Technology and Services
Experience
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

Geoff LaDestro Geoff LaDestro New York, New York Details
Geoff LaDestro's Robertson Stephens Experience 2000 - 2001
Job Sr. Product Manager at SAP Event Ticketing
Industry Internet
Experience
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

Phil Ankeny Phil Ankeny Greater Minneapolis-St. Paul Area Details
Phil Ankeny's Robertson Stephens Experience 1994 - 1997
Job CFO at Minnetronix, Inc.
Industry Medical Devices
Experience
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

Dawn O'Toole Dawn O'Toole Greater New York City Area Details
Dawn O'Toole's Robertson Stephens Experience April 1996 - September 2002
Job Executive Assistant at Forestdale, Inc.
Industry Executive Office
Experience
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

Mark Wilcox Mark Wilcox San Francisco Bay Area Details
Mark Wilcox's Robertson Stephens Experience 2000 - 2002
Job
Industry Financial Services
Experience
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

Jay Nilan Jay Nilan Greater Boston Area Details
Jay Nilan's Robertson Stephens Experience 2000 - 2002
Job Fixed Income Trader Leveraged Loans & High Yield at Manulife Asset Management
Industry Investment Management
Experience
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

Michael Harnett Michael Harnett Greater San Diego Area Details
Michael Harnett's Robertson Stephens Experience January 2000 - December 2001
Job Investment Manager at Harnett Investment Advisers LLC
Industry Investment Management
Experience
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

Margaret Brand Margaret Brand Watertown, Massachusetts Details
Margaret Brand's Robertson Stephens Experience January 1998 - January 1999
Job Business Administrator: Real Estate and Finance
Industry Real Estate
Experience
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

Mira Zaslove Mira Zaslove San Francisco Bay Area Details
Mira Zaslove's Robertson Stephens Experience 2000 - 2002
Job Manager
Industry Internet
Experience
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

Matthew McKay CFA Matthew McKay CFA Greater Boston Area Details
Matthew McKay CFA's Robertson Stephens Experience May 2002 - September 2002
Job Experienced Harvard CFA Analyst
Industry Financial Services
Experience
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

Leonardo Murphy Leonardo Murphy San Francisco, California Details
Leonardo Murphy's Robertson Stephens Experience March 2002 - September 2002
Job Senior Restricted Stock Specialist at Charles Schwab & Co.
Industry Financial Services
Experience
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

Kevin W. Tung Kevin W. Tung Greater New York City Area Details
Kevin W. Tung's Robertson Stephens Experience June 2001 - May 2002
Job
Industry Internet
Experience
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

Eric L. Mersch Eric L. Mersch San Francisco, California Details
Eric L. Mersch's Robertson Stephens Experience 1999 - 2001
Job Chief Financial Officer
Industry Information Technology and Services
Experience
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

Andre de Baubigny Andre de Baubigny San Francisco Bay Area Details
Andre de Baubigny's Robertson Stephens Experience January 1995 - December 1997
Job Managing Director at Cosmopolitan Capital
Industry Venture Capital & Private Equity
Experience
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

Elizabeth Peaslee Elizabeth Peaslee Santa Monica, California Details
Elizabeth Peaslee's Robertson Stephens Experience March 1999 - July 2002
Job SVP Wealth Management at Jefferies
Industry Financial Services
Experience
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

Marc Aqui Marc Aqui Greater New York City Area Details
Marc Aqui's Robertson Stephens Experience 2001 - 2002
Job Principal at Training The Street
Industry Financial Services
Experience
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

Daniel Bryant Daniel Bryant Greater Chicago Area Details
Daniel Bryant's Robertson Stephens Experience 1998 - 2003
Job Chief Executive Officer Sheridan Road Financial
Industry Financial Services
Experience
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

Steven Pincus Steven Pincus Greater New York City Area Details
Steven Pincus's Robertson Stephens Experience November 2000 - August 2002
Job Expert at matching technology brains with the rolebased criteria of dynamic employers
Industry Staffing and Recruiting
Experience
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

Jeff Kuhlman, CFA Jeff Kuhlman, CFA Greater Los Angeles Area Details
Jeff Kuhlman, CFA's Robertson Stephens Experience 2000 - 2001
Job Vice President at First Republic Investment Management
Industry Investment Management
Experience
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

Audris Shau Audris Shau San Francisco, California Details
Audris Shau's Robertson Stephens Experience June 1999 - August 2002
Job Asset Management at Shorenstein Properties
Industry Real Estate
Experience
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

Frank Marsala, CFA Frank Marsala, CFA Greater New York City Area Details
Frank Marsala, CFA's Robertson Stephens Experience May 2001 - July 2002
Job Research VP at Gartner
Industry Information Technology and Services
Experience
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

Jessica Wynne Jessica Wynne San Francisco, California Details
Jessica Wynne's Robertson Stephens Experience 1997 - 1999
Job Real Estate at Sotheby's International Realty
Industry Real Estate
Experience
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

B. Crosby Byers, CFA B. Crosby Byers, CFA San Francisco Bay Area Details
B. Crosby Byers, CFA's Robertson Stephens Experience 1996 - 2000
Job VP/Supervisory Analyst at RBC Capital Markets
Industry Financial Services
Experience
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

Andrew Duffell Andrew Duffell San Francisco Bay Area Details
Andrew Duffell's Robertson Stephens Experience July 1999 - July 2001
Job Principal, San Francisco Bay Area at Multivista, LLC
Industry Construction
Experience
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

James McCormick James McCormick Greater Chicago Area Details
James McCormick's Robertson Stephens Experience 2000 - 2001
Job Senior Vice President & CoHead of Acquisitions at AMLI Residential
Industry Real Estate
Experience
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

Raja Ramachandran Raja Ramachandran Greater Nashville Area Details
Raja Ramachandran's Robertson Stephens Experience June 2001 - July 2002
Job Director of Product Management at Change Healthcare
Industry Computer Software
Experience
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

Gloria Fu Gloria Fu Greater New York City Area Details
Gloria Fu's Robertson Stephens Experience January 2000 - March 2002
Job Portfolio Manager/ Managing Director at JP Morgan
Industry Investment Management
Experience
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

Matthew Cornue Matthew Cornue Los Angeles, California Details
Matthew Cornue's Robertson Stephens Experience June 1998 - October 2000
Job Chief Investment Officer
Industry Investment Management
Experience
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

AJ Shanley AJ Shanley San Francisco Bay Area Details
AJ Shanley's Robertson Stephens Experience 1997 - 1999
Job
Industry Internet
Experience
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

Kayvan Heravi Kayvan Heravi Greater New York City Area Details
Kayvan Heravi's Robertson Stephens Experience July 1999 - August 2001
Job Partner at LNK Partners
Industry Venture Capital & Private Equity
Experience
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

Julie Bornstein Julie Bornstein San Francisco Bay Area Details
Julie Bornstein's Robertson Stephens Experience 1997 - 1998
Job Stitch Fix
Industry Retail
Experience
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

Gerald Segal Gerald Segal Greater New York City Area Details
Gerald Segal's Robertson Stephens Experience 1998 - 2000
Job Managing Director, LeapRate
Industry Investment Banking
Experience
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

Brett Sisto Brett Sisto Washington D.C. Metro Area Details
Brett Sisto's Robertson Stephens Experience 2001 - 2001
Job Counsel at House Committee on Financial Services
Industry Law Practice
Experience
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

Tim Karman Tim Karman San Francisco Bay Area Details
Tim Karman's Robertson Stephens Experience 1999 - 2002
Job Global Head of Internet Investment Banking, RBC Capital Markets
Industry Investment Banking
Experience
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

Jason Tagler Jason Tagler Baltimore, Maryland Area Details
Jason Tagler's Robertson Stephens Experience 1999 - 2001
Job Partner and Managing Member at Camden Partners
Industry Venture Capital & Private Equity
Experience
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)

Andrew Blau Andrew Blau San Francisco, California Details
Andrew Blau's Robertson Stephens Experience January 1999 - August 2002
Job Managing Director Robertson Stephens Advisors
Industry Investment Management
Experience
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

Jason Partenza Jason Partenza Greater New York City Area Details
Jason Partenza's Robertson Stephens Experience July 2000 - July 2002
Job Advisor to Technology Companies
Industry Investment Banking
Experience
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

Grisell Cruz Grisell Cruz Greater New York City Area Details
Grisell Cruz's Robertson Stephens Experience October 2000 - March 2004
Job Executive Assistant to the President / CEO at Confidential (In stealth mode)
Industry Financial Services
Experience
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

Caith Chapman Caith Chapman Austin, Texas Details
Caith Chapman's Robertson Stephens Experience March 2000 - July 2001
Job
Industry Internet
Experience
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

Natalie Revelle Natalie Revelle Greater Seattle Area Details
Natalie Revelle's Robertson Stephens Experience July 2000 - April 2001
Job at Bill & Melinda Gates Foundation
Industry Management Consulting
Experience
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

Nam Tran Nguyen Nam Tran Nguyen San Francisco Bay Area Details
Nam Tran Nguyen's Robertson Stephens Experience 1998 - 2000
Job Vice President, Head of Latin America and Global Strategy at SunPower Corp.
Industry Renewables & Environment
Experience
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

Andy Rourke Andy Rourke Greater Boston Area Details
Andy Rourke's Robertson Stephens Experience 1998 - 2000
Job Managing Director, Blake Street Group
Industry Financial Services
Experience
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

Joe Harriman, CFA Joe Harriman, CFA Greater Chicago Area Details
Joe Harriman, CFA's Robertson Stephens Experience 2000 - 2002
Job Director, Operations and Investor Relations
Industry Financial Services
Experience
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

Rick Hochman Rick Hochman Greater New York City Area Details
Rick Hochman's Robertson Stephens Experience January 1999 - May 2002
Job Senior Convertible Pricing Analyst Enterprise Solutions at Bloomberg LP
Industry Investment Banking
Experience
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

Christopher Slinger Christopher Slinger Greater Los Angeles Area Details
Christopher Slinger's Robertson Stephens Experience 1998 - 2001
Job COO at TV4 Entertainment, Inc
Industry Internet
Experience
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

Chris Dodge Chris Dodge San Francisco Bay Area Details
Chris Dodge's Robertson Stephens Experience 1998 - 2002
Job Analyst at Panoramic Capital
Industry Financial Services
Experience
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

Tore Svanberg Tore Svanberg San Francisco Bay Area Details
Tore Svanberg's Robertson Stephens Experience 1997 - 2002
Job Managing Director
Industry Investment Banking
Experience
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

Kathleen Reidenbach Kathleen Reidenbach San Francisco Bay Area Details
Kathleen Reidenbach's Robertson Stephens Experience June 2000 - June 2002
Job Senior Vice President, Marketing at Kimpton Hotels & Restaurants
Industry Hospitality
Experience
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

Anthony Custodio Anthony Custodio United States Details
Anthony Custodio's Robertson Stephens Experience 2001 - 2002
Job Private Wealth Advisor with Merrill Lynch Private Banking and Investment Group
Industry Investment Management
Experience
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

Arthur Tinkelenberg Arthur Tinkelenberg New York, New York Details
Arthur Tinkelenberg's Robertson Stephens Experience 2001 - 2002
Job CEO at Enumeral Biomedical
Industry Biotechnology
Experience
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

Lauren Cooks Levitan Lauren Cooks Levitan San Francisco Bay Area Details
Lauren Cooks Levitan's Robertson Stephens Experience 1995 - 2002
Job CFO at Fanatics, Inc.
Industry Internet
Experience
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

Cindy Bartlett Haubold Cindy Bartlett Haubold San Francisco Bay Area Details
Cindy Bartlett Haubold's Robertson Stephens Experience 2000 - 2002
Job Director at PricewaterhouseCoopers
Industry Accounting
Experience
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

Brandon Delley Brandon Delley Greater Atlanta Area Details
Brandon Delley's Robertson Stephens Experience 2000 - 2001
Job Managing Partner at Holland Management, LLC
Industry Restaurants
Experience
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

Jeffrey St Claire Jeffrey St Claire San Francisco Bay Area Details
Jeffrey St Claire's Robertson Stephens Experience 1999 - 2002
Job President of Blume Capital Management, Inc.
Industry Investment Management
Experience
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

Jim Strickler Jim Strickler Greater Los Angeles Area Details
Jim Strickler's Robertson Stephens Experience 1998 - 1999
Job Owner, CragMaker
Industry Leisure, Travel & Tourism
Experience
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

Marcely Ackley Marcely Ackley San Francisco Bay Area Details
Marcely Ackley's Robertson Stephens Experience January 1998 - September 2002
Job IT Business Analyst / Product Manager
Industry Information Technology and Services
Experience
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

Natalie Billon Natalie Billon New York, New York Details
Natalie Billon's Robertson Stephens Experience 1989 - 1992
Job Investment Management
Industry Investment Management
Experience
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

David Gorden David Gorden Greater Boston Area Details
David Gorden's Robertson Stephens Experience August 1997 - July 2002
Job Managing Director and Group Head at KeyCorp
Industry Investment Banking
Experience
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

Annie Kelleher Annie Kelleher Greater Boston Area Details
Annie Kelleher's Robertson Stephens Experience September 1997 - January 2002
Job Experienced Event Planner, Recruiter and Program Manager
Industry Events Services
Experience
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

Ronnie Saliba Ronnie Saliba Greater New York City Area Details
Ronnie Saliba's Robertson Stephens Experience February 1999 - August 2002
Job Managing Partner at Ronin Global Partners
Industry Investment Management
Experience
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

Smedes Rose Smedes Rose Greater New York City Area Details
Smedes Rose's Robertson Stephens Experience 1999 - 2001
Job Director at Citi
Industry Research
Experience
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

Frank Burr Frank Burr Greater Boston Area Details
Frank Burr's Robertson Stephens Experience April 1996 - 2001
Job Owner, Discovery Capital Partners
Industry Investment Management
Experience
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

Stephen Schweich Stephen Schweich Providence, Rhode Island Details
Stephen Schweich's Robertson Stephens Experience June 1993 - September 2002
Job Investment Banker Mooreland Partners
Industry Investment Banking
Experience
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

Chris Schaefer Chris Schaefer Louisville, Kentucky Area Details
Chris Schaefer's Robertson Stephens Experience January 2000 - July 2001
Job SVP Corporate Development at PharMerica
Industry Investment Banking
Experience
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

Robert Jungerhans Robert Jungerhans Greater Seattle Area Details
Robert Jungerhans's Robertson Stephens Experience 1999 - 2001
Job at Microsoft Corporation
Industry Computer Software
Experience
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

Shelby Buccellato Shelby Buccellato San Francisco Bay Area Details
Shelby Buccellato's Robertson Stephens Experience 1995 - 2001
Job Client Service Associate The Bach Group at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Trisha Pérez Kennealy Trisha Pérez Kennealy Greater Boston Area Details
Trisha Pérez Kennealy's Robertson Stephens Experience 2000 - 2001
Job Owner & CEO of The Inn at Hastings Park and Artistry Boston
Industry Hospitality
Experience
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

Fred Sojka Fred Sojka San Francisco Bay Area Details
Fred Sojka's Robertson Stephens Experience 1993 - 1999
Job Investment Banking Professional
Industry Investment Banking
Experience
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

Stephen Eccles Stephen Eccles Greater Boston Area Details
Stephen Eccles's Robertson Stephens Experience 1997 - 2001
Job
Industry Defense & Space
Experience
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

Ray A. Mirza Ray A. Mirza Greater New York City Area Details
Ray A. Mirza's Robertson Stephens Experience 2000 - 2000
Job Chief Procurement Officer at AIG
Industry Financial Services
Experience
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

Clifton Stone Clifton Stone San Francisco Bay Area Details
Clifton Stone's Robertson Stephens Experience August 2000 - October 2002
Job Regulatory Manager at JMP Securities
Industry Financial Services
Experience
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

Troy Nickerson Troy Nickerson Greater Detroit Area Details
Troy Nickerson's Robertson Stephens Experience 1997 - 2001
Job Managing Partner at Timberline Capital Partners, LLC
Industry Financial Services
Experience
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

Tucker Brockhoff Tucker Brockhoff Greater San Diego Area Details
Tucker Brockhoff's Robertson Stephens Experience December 1996 - March 2000
Job Owner, Sea Bluff Capital, LLC
Industry Investment Management
Experience
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

Chris Maher Chris Maher San Francisco Bay Area Details
Chris Maher's Robertson Stephens Experience 1998 - 2002
Job Managing Director at JMP Securities LLC
Industry Financial Services
Experience
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

mark simon mark simon Greater New York City Area Details
mark simon's Robertson Stephens Experience June 1989 - May 2002
Job advisor, torreya partners
Industry Biotechnology
Experience
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

Braden Edwards Braden Edwards San Francisco Bay Area Details
Braden Edwards's Robertson Stephens Experience January 1999 - June 2001
Job Managing Director at RBC
Industry Financial Services
Experience
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

Elizabeth Peaslee Elizabeth Peaslee Los Angeles, California Details
Elizabeth Peaslee's Robertson Stephens Experience 1999 - 2002
Job Jefferies & Co, Inc
Industry Investment Banking
Experience
Jefferies & Company  July 2002 - Present
Robertson Stephens   1999 - 2002
Oppenheimer & Co. Inc.   July 1995 - March 1999

Education
Bates College
Bachelor's degree, Economics

Christopher Calton Christopher Calton Nashville, Tennessee Details
Christopher Calton's Robertson Stephens Experience 1995 - 1998
Job Managing Director, Farlie Turner & Company
Industry Financial Services
Experience
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

Steven Gwozdz Steven Gwozdz San Francisco, California Details
Steven Gwozdz's Robertson Stephens Experience 1998 - 2002
Job Laurel Heights Equity Partners
Industry Financial Services
Experience
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

Dayle Hochman Burnes Dayle Hochman Burnes San Francisco Bay Area Details
Dayle Hochman Burnes's Robertson Stephens Experience 1995 - 1998
Job COO, Western Region Investment Banking
Industry Investment Banking
Experience
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

Josh Milnes Josh Milnes San Francisco Bay Area Details
Josh Milnes's Robertson Stephens Experience 1995 - 2002
Job Commercial Real Estate Loan Consultant at WaMu
Industry Banking
Experience
JPMorgan Chase  2003 - Present
robertson stephens   1995 - 2002

Education
California State University-Chico   1987 — 1995

Jason Poon Jason Poon San Francisco Bay Area Details
Jason Poon's Robertson Stephens Experience 1995 - 2002
Job Owner of Mailbox USA
Industry Package/Freight Delivery
Experience
Mailbox USA   2002 - Present
Mailbox USA   2002 - Present
Robertson Stephens   1995 - 2002
Siemens  1985 - 1995
IBM  1987 - 1989
ROLM Corp  1981 - 1987

Education
City College of San Francisco   1978 — 1980
AA/AS, Hotel and Restaurant Management

Ron Amos Ron Amos San Francisco Bay Area Details
Ron Amos's Robertson Stephens Experience January 1992 - January 1994
Job Manager, Media Services at Sony Computer Entertainment America LLC
Industry Entertainment
Experience
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

Lee Levy Lee Levy San Francisco Bay Area Details
Lee Levy's Robertson Stephens Experience August 1998 - August 1999
Job Providing peace of mind for investors by applying 'Moneyball' techniques & hedging strategies to value investing
Industry Investment Management
Experience
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

Gita Ghafuri Gita Ghafuri San Francisco Bay Area Details
Gita Ghafuri's Robertson Stephens Experience April 1999 - April 2001
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
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

Matt Dembski Matt Dembski Greater New York City Area Details
Matt Dembski's Robertson Stephens Experience June 1994 - June 1997
Job Portfolio Manager at Torchlight Investors
Industry Investment Management
Experience
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

Nate McPhail Nate McPhail San Francisco Bay Area Details
Nate McPhail's Robertson Stephens Experience June 1997 - July 2002
Job Morgan Stanley
Industry Financial Services
Experience
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

Bill Baker Bill Baker San Francisco Bay Area Details
Bill Baker's Robertson Stephens Experience August 2000 - July 2002
Job Managing Director, Cohead of Cleantech, GCA Savvian
Industry Investment Banking
Experience
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

Dauchot Michael Dauchot Michael San Francisco Bay Area Details
Dauchot Michael's Robertson Stephens Experience April 1996 - October 1998
Job Director at RCM
Industry Investment Management
Experience
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.)

Brian Lambert Brian Lambert San Francisco Bay Area Details
Brian Lambert's Robertson Stephens Experience 1990 - 2000
Job Loan Originator at StoneCastle Land & Home Financial
Industry Financial Services
Experience
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

Sally Allen Sally Allen San Francisco Bay Area Details
Sally Allen's Robertson Stephens Experience 1993 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
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

Joseph Vafi, CFA Joseph Vafi, CFA San Francisco Bay Area Details
Joseph Vafi, CFA's Robertson Stephens Experience 2000 - 2002
Job Managing Director at MBS Value Partners
Industry Financial Services
Experience
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

Larry Achorn Larry Achorn San Francisco Bay Area Details
Larry Achorn's Robertson Stephens Experience 2001 - 2002
Job Associate General Counsel, Antitrust and Commercial Litigation at Intel Corporation
Industry Semiconductors
Experience
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

Sara Kurtzig Sara Kurtzig San Francisco Bay Area Details
Sara Kurtzig's Robertson Stephens Experience July 1995 - August 1998
Job Finding a Cure for Type 1 Diabetes
Industry Philanthropy
Experience
Make Diabetes History   January 2006 - Present
Robertson Stephens   July 1995 - August 1998

Skills
Entrepreneurship

Education
Harvard University   1991 — 1995

Warun Kumar Warun Kumar Greater New York City Area Details
Warun Kumar's Robertson Stephens Experience 1999 - 2001
Job Managing Partner at Varick Asset Management
Industry Financial Services
Experience
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

William Meyers William Meyers Greater New York City Area Details
William Meyers's Robertson Stephens Experience November 1997 - June 2000
Job Managing Director COO Global Equity Research at Barclays Capital
Industry Investment Banking
Experience
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

Carin Akerman Carin Akerman Ridgefield, Connecticut Details
Carin Akerman's Robertson Stephens Experience October 1999 - July 2002
Job Manager Employer Market Support at MetLife
Industry Insurance
Experience
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

Jonathan Wolf Jonathan Wolf Morganville, New Jersey Details
Jonathan Wolf's Robertson Stephens Experience 1997 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
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

Arthur Conner Arthur Conner San Francisco, California Details
Arthur Conner's Robertson Stephens Experience 2000 - 2001
Job Freelance Data Scientist
Industry Computer Software
Experience
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

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