Robertson Stephens
Industry: Investment company
DescriptionRobertson Stephens was a San Francisco-based boutique investment bank that focused primarily on technology companies. The firm was closed by its parent company, FleetBoston in July 2002 as a result of the collapse of the technology sector and the end of the dot-com bubble. Founded: 1971 Headquarters: San Francisco, CA Founders: Sanford Robertson, Robert Coleman, Ken Siebel
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Robertson Stephens Employees
Employee
Years
Job
Industry
George Giziotis George Giziotis's Robertson Stephens Experience 1999 - 2000
Job Strategy & Implementation Consultant, Biotechnology at TECHNOSSUS
Industry Biotechnology
Experience
TECHNOSSUS March 2014 - Present
Clarient/GE Healthcare 2009 - 2013
Aperture Health 2008 - 2009
Clarient 2005 - 2008
US Labs/LabCorp 2002 - 2005
Filmspeed 2000 - 2001
Robertson Stephens 1999 - 2000
Federal Reserve Bank of San Francisco 1997 - 1999
Skills
Biotechnology, Medical Devices, Managed Care, Cross-functional Team..., Lifesciences, Mergers & Acquisitions, Pharmaceutical Industry, Commercialization, Oncology, Strategic Planning, Hospitals, Forecasting, Healthcare, Business Planning, Process Improvement, Global Marketing, Molecular Diagnostics, Hematology, Life Sciences, Management, Leadership
Education
University of California, Berkeley
Bachelor of Science (BS), Economics
TECHNOSSUS March 2014 - Present
Clarient/GE Healthcare 2009 - 2013
Aperture Health 2008 - 2009
Clarient 2005 - 2008
US Labs/LabCorp 2002 - 2005
Filmspeed 2000 - 2001
Robertson Stephens 1999 - 2000
Federal Reserve Bank of San Francisco 1997 - 1999
Skills
Biotechnology, Medical Devices, Managed Care, Cross-functional Team..., Lifesciences, Mergers & Acquisitions, Pharmaceutical Industry, Commercialization, Oncology, Strategic Planning, Hospitals, Forecasting, Healthcare, Business Planning, Process Improvement, Global Marketing, Molecular Diagnostics, Hematology, Life Sciences, Management, Leadership
Education
University of California, Berkeley
Bachelor of Science (BS), Economics
Larry Domash Larry Domash's Robertson Stephens Experience 1999 - 2002
Job Portfolio Manager / Global Head of Research at Curve Asset Management
Industry Investment Management
Experience
Curve Asset Management March 2012 - Present
Ronin Capital March 2004 - March 2012
Societe General – New York, NY 2002 - 2004
Robertson Stephens 1999 - 2002
Cleary, Gull, Reiland & McDevitt (CGR&M) 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1992 - 1995
Fidelity Investments 1990 - 1992
Gofen and Glossberg 1985 - 1990
Skills
Fixed Income, Portfolio Management, Investments, Hedge Funds, Capital Markets, Equities, Trading, Asset Management
Education
Northwestern University 1984 — 1986
Masters of Management, Economics and Finance
Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), Economics, Cum Laude Honors Thesis on "Entry Barriers in Professional Baseball"
Curve Asset Management March 2012 - Present
Ronin Capital March 2004 - March 2012
Societe General – New York, NY 2002 - 2004
Robertson Stephens 1999 - 2002
Cleary, Gull, Reiland & McDevitt (CGR&M) 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1992 - 1995
Fidelity Investments 1990 - 1992
Gofen and Glossberg 1985 - 1990
Skills
Fixed Income, Portfolio Management, Investments, Hedge Funds, Capital Markets, Equities, Trading, Asset Management
Education
Northwestern University 1984 — 1986
Masters of Management, Economics and Finance
Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), Economics, Cum Laude Honors Thesis on "Entry Barriers in Professional Baseball"
Nouhad Husseini Nouhad Husseini's Robertson Stephens Experience 2000 - 2002
Job Senior Director, Business Development at Regeneron Pharmaceuticals
Industry Biotechnology
Experience
Regeneron Pharmaceuticals August 2011 - Present
Genentech August 2006 - August 2011
Morgan Stanley Dean Witter April 2002 - May 2004
Robertson Stephens 2000 - 2002
Skills
Biotechnology, Investment Banking, Equity Research, Lifesciences, Pharmaceutical Industry, Oncology, Commercialization, Technology Transfer, Corporate Development, Due Diligence, Venture Capital, Drug Development, Licensing, Drug Discovery, Valuation
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare Management
Princeton University 1996 — 2000
BA, Molecular Biology
Regeneron Pharmaceuticals August 2011 - Present
Genentech August 2006 - August 2011
Morgan Stanley Dean Witter April 2002 - May 2004
Robertson Stephens 2000 - 2002
Skills
Biotechnology, Investment Banking, Equity Research, Lifesciences, Pharmaceutical Industry, Oncology, Commercialization, Technology Transfer, Corporate Development, Due Diligence, Venture Capital, Drug Development, Licensing, Drug Discovery, Valuation
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare Management
Princeton University 1996 — 2000
BA, Molecular Biology
Kevin Armitage Kevin Armitage's Robertson Stephens Experience 1995 - 1998
Job President & Founder at Local Hospitality / Chairman & Owner at VRX Studios
Industry Hospitality
Experience
VRX Studios October 2014 - Present
Local Hospitality January 2010 - Present
HotelHotline.com January 2009 - June 2010
Best of the Web January 2009 - June 2010
Maximizer Software, Inc. 1999 - December 2009
JMP Securities 2005 - 2009
First Albany Capital 1998 - 2003
Robertson Stephens 1995 - 1998
Dillon Read (UBS) 1993 - 1995
Skills
Mergers, Start-ups, Strategic Partnerships, Entrepreneurship, Venture Capital, Business Development, Business Strategy, Mergers & Acquisitions, Executive Management, Management, Contract Negotiation, E-commerce, Private Equity, Strategy, Corporate Development, Leadership, Cross-functional Team..., Competitive Analysis, SaaS, Business Planning, Lead Generation, New Business Development, Online Marketing, Product Marketing, CRM, Investments, Marketing Strategy, Management Consulting, Product Management, Online Advertising, Analytics, Strategic Planning
Education
Queen's University 1989 — 2003
Bachelor of Commerce, Finance & Marketing
VRX Studios October 2014 - Present
Local Hospitality January 2010 - Present
HotelHotline.com January 2009 - June 2010
Best of the Web January 2009 - June 2010
Maximizer Software, Inc. 1999 - December 2009
JMP Securities 2005 - 2009
First Albany Capital 1998 - 2003
Robertson Stephens 1995 - 1998
Dillon Read (UBS) 1993 - 1995
Skills
Mergers, Start-ups, Strategic Partnerships, Entrepreneurship, Venture Capital, Business Development, Business Strategy, Mergers & Acquisitions, Executive Management, Management, Contract Negotiation, E-commerce, Private Equity, Strategy, Corporate Development, Leadership, Cross-functional Team..., Competitive Analysis, SaaS, Business Planning, Lead Generation, New Business Development, Online Marketing, Product Marketing, CRM, Investments, Marketing Strategy, Management Consulting, Product Management, Online Advertising, Analytics, Strategic Planning
Education
Queen's University 1989 — 2003
Bachelor of Commerce, Finance & Marketing
Tim Houweling Tim Houweling's Robertson Stephens Experience March 2000 - July 2002
Job CoFounder at The Monkey Tail Ranch, Inc.
Industry Nonprofit Organization Management
Experience
The Monkey Tail Ranch, Inc. March 2013 - Present
Mountain View Fire Department March 2012 - Present
K9 Training Concepts/InstaDog May 2008 - Present
Thomas Weisel Partners July 2006 - May 2008
Squaw Valley January 2005 - July 2006
Financo, Inc. January 2003 - January 2005
Water Mill Partners, LLC July 2002 - January 2003
Robertson Stephens March 2000 - July 2002
PwC August 1994 - March 1998
Skills
Coaching, Financial Modeling, Investments, Leadership Development, Leadership, Management, Public Speaking, Organizational..., Nonprofits, Strategic Planning, Team Building, Time Management, Training Delivery, Training
Education
Santa Clara University 1990 — 1994
Bachelor of Science in commerce, Accounting
The Monkey Tail Ranch, Inc. March 2013 - Present
Mountain View Fire Department March 2012 - Present
K9 Training Concepts/InstaDog May 2008 - Present
Thomas Weisel Partners July 2006 - May 2008
Squaw Valley January 2005 - July 2006
Financo, Inc. January 2003 - January 2005
Water Mill Partners, LLC July 2002 - January 2003
Robertson Stephens March 2000 - July 2002
PwC August 1994 - March 1998
Skills
Coaching, Financial Modeling, Investments, Leadership Development, Leadership, Management, Public Speaking, Organizational..., Nonprofits, Strategic Planning, Team Building, Time Management, Training Delivery, Training
Education
Santa Clara University 1990 — 1994
Bachelor of Science in commerce, Accounting
Kristen Degnan Kristen Degnan's Robertson Stephens Experience July 1998 - October 2000
Job Director, Corporate Events, LJF Events
Industry Events Services
Experience
LJF Events 2007 - Present
Silicon Valley Bank 2003 - 2007
Oracle Corporation August 2002 - February 2003
VERITAS Software 2000 - 2003
Robertson Stephens July 1998 - October 2000
Skills
Marketing Communications, Event Management, Marketing Strategy, Corporate Events, Event Planning, Product Marketing, Social Media Marketing, Marketing, Email Marketing, Social Media, Fundraising, Social Networking, Public Relations, Leadership, Management
Education
University of California, Davis 1992 — 1996
LJF Events 2007 - Present
Silicon Valley Bank 2003 - 2007
Oracle Corporation August 2002 - February 2003
VERITAS Software 2000 - 2003
Robertson Stephens July 1998 - October 2000
Skills
Marketing Communications, Event Management, Marketing Strategy, Corporate Events, Event Planning, Product Marketing, Social Media Marketing, Marketing, Email Marketing, Social Media, Fundraising, Social Networking, Public Relations, Leadership, Management
Education
University of California, Davis 1992 — 1996
Erin (Erin Freeman) Passan Erin (Erin Freeman) Passan's Robertson Stephens Experience June 1999 - January 2000
Job Vice President, Public Relations at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group January 2015 - Present
Farmers Insurance September 2012 - January 2015
The Irvine Company September 2010 - September 2012
TCW September 2006 - September 2010
University of Southern California September 2007 - May 2010
New Century January 2004 - September 2006
Piper Jaffray January 2000 - January 2004
Robertson Stephens June 1999 - January 2000
Bank of America June 1997 - June 1999
Skills
Crisis Communications, Corporate Communications, Media Relations, Public Relations, Mergers, Internal Communications, Marketing Communications, Strategic Communications, Marketing Strategy, Strategic Planning, Leadership, Social Media, Public Speaking, Mergers & Acquisitions, Leadership Development, Entrepreneurship, Public Affairs, Management, Team Building, Social Networking, Copywriting, Project Management, Event Management, Event Planning, Digital Marketing, Social Media Marketing, Budgets, Business Strategy, Marketing, Strategy, Strategic Partnerships, Press Releases, Market Research, Advertising, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA
St. Mary's College of California
BA, Business Management
Notre Dame High School 1985 — 1989
Notre Dame Elementary
Janus Capital Group January 2015 - Present
Farmers Insurance September 2012 - January 2015
The Irvine Company September 2010 - September 2012
TCW September 2006 - September 2010
University of Southern California September 2007 - May 2010
New Century January 2004 - September 2006
Piper Jaffray January 2000 - January 2004
Robertson Stephens June 1999 - January 2000
Bank of America June 1997 - June 1999
Skills
Crisis Communications, Corporate Communications, Media Relations, Public Relations, Mergers, Internal Communications, Marketing Communications, Strategic Communications, Marketing Strategy, Strategic Planning, Leadership, Social Media, Public Speaking, Mergers & Acquisitions, Leadership Development, Entrepreneurship, Public Affairs, Management, Team Building, Social Networking, Copywriting, Project Management, Event Management, Event Planning, Digital Marketing, Social Media Marketing, Budgets, Business Strategy, Marketing, Strategy, Strategic Partnerships, Press Releases, Market Research, Advertising, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA
St. Mary's College of California
BA, Business Management
Notre Dame High School 1985 — 1989
Notre Dame Elementary
Ashley Riley's Robertson Stephens Experience June 1998 - June 2000
Job Founder and Executive Director at Fit Kids
Industry Nonprofit Organization Management
Experience
The Fit Kids Foundation January 2011 - Present
Robertson Stephens June 1998 - June 2000
Skills
Nonprofits, Grant Writing, Non-profits, Community Outreach, Leadership Development, Strategic Planning, Fundraising, Sports, Volunteer Management, Public Speaking, Research, Fitness, Event Planning, Social Media, Coaching
Education
Middlebury College 1994 — 1998
Bachelor of Arts (BA), Psychology
The Blake School 1980 — 1994
K-12
The Fit Kids Foundation January 2011 - Present
Robertson Stephens June 1998 - June 2000
Skills
Nonprofits, Grant Writing, Non-profits, Community Outreach, Leadership Development, Strategic Planning, Fundraising, Sports, Volunteer Management, Public Speaking, Research, Fitness, Event Planning, Social Media, Coaching
Education
Middlebury College 1994 — 1998
Bachelor of Arts (BA), Psychology
The Blake School 1980 — 1994
K-12
Chetan Karkhanis Chetan Karkhanis's Robertson Stephens Experience May 1999 - November 2001
Job Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
JPMorgan Asset Management March 2011 - June 2014
Moody's Corporation March 2006 - March 2011
Morgan Stanley January 2005 - March 2006
Charles Schwab Corporation June 2002 - January 2005
Robertson Stephens May 1999 - November 2001
Robertson Stephens June 1998 - May 1999
Skills
Strategic Consulting, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Financial Analysis, Strategy, Mergers, Risk Management, Finance, Corporate Development, Acquisition Integration, Investments, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Investment Banking, Financial Services, Due Diligence
Education
Stanford University 1994 — 1998
BA
Stanford University 1997 — 1998
MS
Jakarta International School 1987 — 1994
Franklin Templeton Investments June 2014 - Present
JPMorgan Asset Management March 2011 - June 2014
Moody's Corporation March 2006 - March 2011
Morgan Stanley January 2005 - March 2006
Charles Schwab Corporation June 2002 - January 2005
Robertson Stephens May 1999 - November 2001
Robertson Stephens June 1998 - May 1999
Skills
Strategic Consulting, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Financial Analysis, Strategy, Mergers, Risk Management, Finance, Corporate Development, Acquisition Integration, Investments, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Investment Banking, Financial Services, Due Diligence
Education
Stanford University 1994 — 1998
BA
Stanford University 1997 — 1998
MS
Jakarta International School 1987 — 1994
Alison Basar Alison Basar's Robertson Stephens Experience June 1999 - December 2000
Job Information Technology at Artisan Partners
Industry Information Technology and Services
Experience
Artisan Partners November 2013 - Present
Investcorp International, Inc September 2002 - November 2013
Sci Fi Channel 2000 - 2001
Robertson Stephens June 1999 - December 2000
Skills
Photoshop, Dreamweaver, Photo Editing, Web Design, Social Networking, Video Conferencing, Adobe Creative Suite, Microsoft Office, Graphic Design, Photography, Customer Service, Editing, Mac, Blogging, HTML, SEO, InDesign, Digital Photography, Digital Media, Facebook, Wordpress, Flash, Social Media, Marketing Communications, Active Directory, Video Production, Digital Marketing, Citrix, Event Planning, Social Media Marketing, Video, Public Relations, Newsletters, Marketing, Creative Direction, Digital Strategy, Content Strategy, Email Marketing, Brand Development
Education
New York University 2006 — 2010
BS, Digital Communications and Media
St. Thomas Aquinas HS 1995 — 2000
Kent State University 1997 — 1999
Journalism
Artisan Partners November 2013 - Present
Investcorp International, Inc September 2002 - November 2013
Sci Fi Channel 2000 - 2001
Robertson Stephens June 1999 - December 2000
Skills
Photoshop, Dreamweaver, Photo Editing, Web Design, Social Networking, Video Conferencing, Adobe Creative Suite, Microsoft Office, Graphic Design, Photography, Customer Service, Editing, Mac, Blogging, HTML, SEO, InDesign, Digital Photography, Digital Media, Facebook, Wordpress, Flash, Social Media, Marketing Communications, Active Directory, Video Production, Digital Marketing, Citrix, Event Planning, Social Media Marketing, Video, Public Relations, Newsletters, Marketing, Creative Direction, Digital Strategy, Content Strategy, Email Marketing, Brand Development
Education
New York University 2006 — 2010
BS, Digital Communications and Media
St. Thomas Aquinas HS 1995 — 2000
Kent State University 1997 — 1999
Journalism
Todd Conneely Todd Conneely's Robertson Stephens Experience 2000 - 2001
Job Head of US Enterprise Channels at Apple
Industry Computer Software
Experience
Apple Inc. October 2014 - Present
Apple Inc. October 2009 - September 2014
Apple Inc. October 2005 - September 2009
Apple Inc. October 2004 - September 2005
Apple Inc. May 2003 - September 2004
Oracle Corp January 2001 - May 2003
Robertson Stephens 2000 - 2001
Pacific Stock Options Exchange 1997 - 2000
Education
Junipero Serra High School
University of California, Berkeley
BA, Legal Studies
Apple Inc. October 2014 - Present
Apple Inc. October 2009 - September 2014
Apple Inc. October 2005 - September 2009
Apple Inc. October 2004 - September 2005
Apple Inc. May 2003 - September 2004
Oracle Corp January 2001 - May 2003
Robertson Stephens 2000 - 2001
Pacific Stock Options Exchange 1997 - 2000
Education
Junipero Serra High School
University of California, Berkeley
BA, Legal Studies
leslie whitney leslie whitney's Robertson Stephens Experience 1997 - 2001
Job Highland Partners.
Industry Real Estate
Experience
Highland Partners, Better Homes and Gardens Mason-McDuffie Real Estate November 2013 - Present
Pacific Thomas Capital / Safe Storage January 2003 - June 2014
Robertson Stephens 1997 - 2001
Peck Sims Mueller 1996 - 1997
Skills
Marketing Management, Creative Writing, Marketing, Advertising, Public Relations, Social Media, Management, Online Marketing, Social Media Marketing, Marketing Communications, Marketing Strategy, Email Marketing, Online Advertising, Digital Marketing, SEO, Blogging, Social Networking, Entrepreneurship, Real Estate Transactions, Real Estate, First Time Home Buyers
Education
University of Hawaii at Manoa 1993 — 1996
BA, Communications
San Francisco State University 1992 — 1993
communications
Highland Partners, Better Homes and Gardens Mason-McDuffie Real Estate November 2013 - Present
Pacific Thomas Capital / Safe Storage January 2003 - June 2014
Robertson Stephens 1997 - 2001
Peck Sims Mueller 1996 - 1997
Skills
Marketing Management, Creative Writing, Marketing, Advertising, Public Relations, Social Media, Management, Online Marketing, Social Media Marketing, Marketing Communications, Marketing Strategy, Email Marketing, Online Advertising, Digital Marketing, SEO, Blogging, Social Networking, Entrepreneurship, Real Estate Transactions, Real Estate, First Time Home Buyers
Education
University of Hawaii at Manoa 1993 — 1996
BA, Communications
San Francisco State University 1992 — 1993
communications
Glenn Everett Glenn Everett's Robertson Stephens Experience 1994 - 2000
Job Senior Business Analyst
Industry Information Technology and Services
Experience
J.P. Morgan April 2012 - September 2014
AllianceBernstein September 2006 - April 2012
J.P. Morgan 2000 - 2006
Robertson Stephens 1994 - 2000
Automated Securities Clearance 1991 - 1994
Skills
Trading Systems, Electronic Trading, Trading, Equities, Bloomberg, Business Analysis, Project Management, Program Management, Agile Methodologies, Quality Assurance, SDLC, Derivatives, Hedge Funds, Team Building
Education
Stevens Institute of Technology 1986 — 1989
Bachelor of Engineering, Engineering Management
J.P. Morgan April 2012 - September 2014
AllianceBernstein September 2006 - April 2012
J.P. Morgan 2000 - 2006
Robertson Stephens 1994 - 2000
Automated Securities Clearance 1991 - 1994
Skills
Trading Systems, Electronic Trading, Trading, Equities, Bloomberg, Business Analysis, Project Management, Program Management, Agile Methodologies, Quality Assurance, SDLC, Derivatives, Hedge Funds, Team Building
Education
Stevens Institute of Technology 1986 — 1989
Bachelor of Engineering, Engineering Management
Peter Nam Peter Nam's Robertson Stephens Experience 1999 - 2001
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2008 - Present
Kerlin Capital 2005 - 2006
vFinance Investments 2003 - 2005
Tripath Technology 2002 - 2003
Robertson Stephens 1999 - 2001
Credit Suisse First Boston 1998 - 1998
Skills
Experienced Mergers &..., Private Equity, Mergers, Corporate Development, Investment Banking, Private Placements, LBO, Venture Capital, M&A experience, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Emerging Markets, Investments, Crowdfunding, Equities
Education
University of California, Berkeley
BA, Economics
Headwaters MB 2008 - Present
Kerlin Capital 2005 - 2006
vFinance Investments 2003 - 2005
Tripath Technology 2002 - 2003
Robertson Stephens 1999 - 2001
Credit Suisse First Boston 1998 - 1998
Skills
Experienced Mergers &..., Private Equity, Mergers, Corporate Development, Investment Banking, Private Placements, LBO, Venture Capital, M&A experience, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Emerging Markets, Investments, Crowdfunding, Equities
Education
University of California, Berkeley
BA, Economics
Rori Morse Rori Morse's Robertson Stephens Experience June 2000 - June 2002
Job Selfmotivated experienced technology professional
Industry Investment Banking
Experience
BLUE CROSS BLUE SHEILD, NC, February 2014 - Present
RM Group January 2013 - February 2014
Crank it up NC, LLC November 2009 - January 2013
GXS September 2009 - September 2010
FTEN June 2008 - March 2009
Tethys Technology November 2007 - June 2008
Citigroup, Lava Trading February 2003 - November 2007
Citigroup, Lava Trading January 2003 - February 2006
Sandford Bernstein June 2002 - January 2003
Robertson Stephens June 2000 - June 2002
Skills
Order Management, Risk Management, Integration, Account Management, Electronic Trading, Project Management, Product Management, Agile Methodologies, PMO, Salesforce.com, Equity Trading, NYSE, Bloomberg, Mac OS, Mac OS X, iWork, iLife, JIRA, Lava, Flextrade, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Rational, Visio, Color Palette, Brass, PMBOK, SDLC, Waterfall, Rational Functional..., BRD, FRD, SDS, Full SDLC, Windows NT, Windows Vista, Windows 7, Apple, Business Analysis, Small Cap, Project Cost, Building Relationships, Maintaining..., Build Strong..., Cloud Computing, SaaS, Training Delivery, MySQL, Business Process...
Education
State University of New York College at Oneonta
bs
BLUE CROSS BLUE SHEILD, NC, February 2014 - Present
RM Group January 2013 - February 2014
Crank it up NC, LLC November 2009 - January 2013
GXS September 2009 - September 2010
FTEN June 2008 - March 2009
Tethys Technology November 2007 - June 2008
Citigroup, Lava Trading February 2003 - November 2007
Citigroup, Lava Trading January 2003 - February 2006
Sandford Bernstein June 2002 - January 2003
Robertson Stephens June 2000 - June 2002
Skills
Order Management, Risk Management, Integration, Account Management, Electronic Trading, Project Management, Product Management, Agile Methodologies, PMO, Salesforce.com, Equity Trading, NYSE, Bloomberg, Mac OS, Mac OS X, iWork, iLife, JIRA, Lava, Flextrade, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Rational, Visio, Color Palette, Brass, PMBOK, SDLC, Waterfall, Rational Functional..., BRD, FRD, SDS, Full SDLC, Windows NT, Windows Vista, Windows 7, Apple, Business Analysis, Small Cap, Project Cost, Building Relationships, Maintaining..., Build Strong..., Cloud Computing, SaaS, Training Delivery, MySQL, Business Process...
Education
State University of New York College at Oneonta
bs
Steven Tripp Steven Tripp's Robertson Stephens Experience June 1996 - July 2002
Job Institutional Equity Trading
Industry Investment Management
Experience
Russell Investments November 2013 - Present
ThinkEquity LLC April 2005 - January 2013
Bank of America April 2004 - April 2005
SoundView Technology Group January 2003 - February 2004
Robertson Stephens June 1996 - July 2002
Wedbush Securities June 1995 - June 1996
Skills
Capital Markets, Equity Trading, Hedge Funds, Electronic Trading, Trading, Series 24, Trading Systems, Alternative Investments, Options, Equity Research, Series 63, Investments, FINRA, Investment Banking, ETFs, Bloomberg, Series 7, Equities, Securities
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance and Financial Management Services
Russell Investments November 2013 - Present
ThinkEquity LLC April 2005 - January 2013
Bank of America April 2004 - April 2005
SoundView Technology Group January 2003 - February 2004
Robertson Stephens June 1996 - July 2002
Wedbush Securities June 1995 - June 1996
Skills
Capital Markets, Equity Trading, Hedge Funds, Electronic Trading, Trading, Series 24, Trading Systems, Alternative Investments, Options, Equity Research, Series 63, Investments, FINRA, Investment Banking, ETFs, Bloomberg, Series 7, Equities, Securities
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance and Financial Management Services
Sanjay Manocha's Robertson Stephens Experience 2000 - 2001
Job Attorney and Business Leader Data Sciences, Legal and Compliance
Industry Law Practice
Experience
RVM Enterprises Inc. 2012 - Present
N-Tier Discovery LLC 2008 - 2012
Saiber LLC 2005 - 2009
Chubb 2001 - 2002
Robertson Stephens 2000 - 2001
Skills
Dispute Resolution, Corporate Law, Document Review, Legal Writing, Civil Litigation, Legal Research, Litigation, Litigation Support, Intellectual Property, Commercial Litigation, Analytics, Mergers & Acquisitions, Legal Advice, Insurance, Mergers, Management, Biomarker Discovery, Strategy, Business Development, Strategic Planning
Education
Rutgers University-New Brunswick
Bachelor's degree, Computer Science
Rutgers University-New Brunswick
Bachelor's degree, Economics
Seton Hall University School of Law
JD, Law
WWPHS
RVM Enterprises Inc. 2012 - Present
N-Tier Discovery LLC 2008 - 2012
Saiber LLC 2005 - 2009
Chubb 2001 - 2002
Robertson Stephens 2000 - 2001
Skills
Dispute Resolution, Corporate Law, Document Review, Legal Writing, Civil Litigation, Legal Research, Litigation, Litigation Support, Intellectual Property, Commercial Litigation, Analytics, Mergers & Acquisitions, Legal Advice, Insurance, Mergers, Management, Biomarker Discovery, Strategy, Business Development, Strategic Planning
Education
Rutgers University-New Brunswick
Bachelor's degree, Computer Science
Rutgers University-New Brunswick
Bachelor's degree, Economics
Seton Hall University School of Law
JD, Law
WWPHS
Florin Morosan Florin Morosan's Robertson Stephens Experience 2002 - 2003
Job Buyside Equity Research at Pacific Paradigm Advisors
Industry Investment Management
Experience
Pacific Paradigm Advisors January 2012 - Present
The Blackstone Group February 2008 - December 2011
Leda Research and Trading January 2003 - January 2008
Robertson Stephens 2002 - 2003
Smith Barney - Citigroup 2000 - 2002
Sanford Bernstein 1999 - 2000
McKinsey & Co 1997 - 1999
Skills
Research, Investments, Trading, Equity Research, Business Analysis, Macroeconomics, Matlab, Factset, Bloomberg, Valuation, Portfolio Management, Equities, Financial Modeling, Strategy, Mergers & Acquisitions, Quantitative Analytics, Risk Management, Capital Markets, Management
Education
MIT-Sloan 1995 — 1997
MBA, Operations Research, Finance
MIT 1991 — 1996
PhD, Engineering
Pacific Paradigm Advisors January 2012 - Present
The Blackstone Group February 2008 - December 2011
Leda Research and Trading January 2003 - January 2008
Robertson Stephens 2002 - 2003
Smith Barney - Citigroup 2000 - 2002
Sanford Bernstein 1999 - 2000
McKinsey & Co 1997 - 1999
Skills
Research, Investments, Trading, Equity Research, Business Analysis, Macroeconomics, Matlab, Factset, Bloomberg, Valuation, Portfolio Management, Equities, Financial Modeling, Strategy, Mergers & Acquisitions, Quantitative Analytics, Risk Management, Capital Markets, Management
Education
MIT-Sloan 1995 — 1997
MBA, Operations Research, Finance
MIT 1991 — 1996
PhD, Engineering
David Ronco, CFA's Robertson Stephens Experience 2001 - 2002
Job Portfolio Manager at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management September 2011 - Present
Grubb & Ellis AGA 2006 - 2011
RBC Capital Markets 2002 - 2006
Robertson Stephens 2001 - 2002
Salem Partners LLC 2000 - 2001
Skills
Portfolio Management, Investment Management, Equities, Alternative Investments, Valuation, Equity Research, Asset Management, Financial Modeling, Investments, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Investment Strategies, Mutual Funds, Corporate Finance, Securities, Business Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Stanford University 1996 — 2000
Bachelor of Arts, Economics
Lazard Asset Management September 2011 - Present
Grubb & Ellis AGA 2006 - 2011
RBC Capital Markets 2002 - 2006
Robertson Stephens 2001 - 2002
Salem Partners LLC 2000 - 2001
Skills
Portfolio Management, Investment Management, Equities, Alternative Investments, Valuation, Equity Research, Asset Management, Financial Modeling, Investments, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Investment Strategies, Mutual Funds, Corporate Finance, Securities, Business Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Stanford University 1996 — 2000
Bachelor of Arts, Economics
Kimberley Gregg Kimberley Gregg's Robertson Stephens Experience 1994 - 1997
Job Principal at Coastline Design
Industry Internet
Experience
Coastline Design 1997 - Present
Robertson Stephens 1994 - 1997
Berry & Berry 1993 - 1994
Skills
Digital Media Strategy, Digital Marketing &..., UI Design & Oversight, User Experience, User Interface Design, E-commerce, Digital Marketing, Web Development
Education
University of California, Berkeley 1989 — 1993
BA, Magna Cum Laude, Medieval History & English Literature
Woolsey Hall, Oxford University 1988 — 1989
European History and English Literature
Taft School 1986 — 1989
High School
Coastline Design 1997 - Present
Robertson Stephens 1994 - 1997
Berry & Berry 1993 - 1994
Skills
Digital Media Strategy, Digital Marketing &..., UI Design & Oversight, User Experience, User Interface Design, E-commerce, Digital Marketing, Web Development
Education
University of California, Berkeley 1989 — 1993
BA, Magna Cum Laude, Medieval History & English Literature
Woolsey Hall, Oxford University 1988 — 1989
European History and English Literature
Taft School 1986 — 1989
High School
Dane Lewis Dane Lewis's Robertson Stephens Experience July 1998 - July 2002
Job Partner at San Francisco Investment Management
Industry Financial Services
Experience
San Francisco Investment Management May 2009 - Present
Crosslink Capital September 2002 - February 2008
Robertson Stephens July 1998 - July 2002
Arthur Andersen September 1995 - June 1998
Skills
Investments, Mutual Funds, Equities, Strategy, Investment Management, Venture Capital, Mergers & Acquisitions, Private Equity, Alternative Investments, Hedge Funds, Valuation, Financial Modeling, Equity Research, Investment Banking, Corporate Development
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
University of California, Berkeley
BS, Business
San Francisco Investment Management May 2009 - Present
Crosslink Capital September 2002 - February 2008
Robertson Stephens July 1998 - July 2002
Arthur Andersen September 1995 - June 1998
Skills
Investments, Mutual Funds, Equities, Strategy, Investment Management, Venture Capital, Mergers & Acquisitions, Private Equity, Alternative Investments, Hedge Funds, Valuation, Financial Modeling, Equity Research, Investment Banking, Corporate Development
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
University of California, Berkeley
BS, Business
Jon Ekoniak Jon Ekoniak's Robertson Stephens Experience 1997 - 1999
Job Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab 2015 - Present
IHS January 2014 - November 2014
Oracle 2003 - January 2014
Piper Jaffray 1999 - 2002
Robertson Stephens 1997 - 1999
U.S. Peace Corps March 1993 - May 1995
Andersen Consulting (Accenture) 1989 - 1993
Skills
Strategy, Enterprise Software, Product Marketing, Business Development, Analytics, SaaS, Leadership, Strategic Partnerships, Sales Enablement, Business Strategy, Product Management, Marketing Strategy, Consulting, Financial Modeling, Social Media, Sales Management, Customer Experience, Strategy Development, Offshore Operations, Venture Capital, Equity Research, Investments, Social Marketing, Acquisitions
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Loyola Marymount University 1985 — 1989
BBA, Finance & Economics, Magna Cum Laude
Charles Schwab 2015 - Present
IHS January 2014 - November 2014
Oracle 2003 - January 2014
Piper Jaffray 1999 - 2002
Robertson Stephens 1997 - 1999
U.S. Peace Corps March 1993 - May 1995
Andersen Consulting (Accenture) 1989 - 1993
Skills
Strategy, Enterprise Software, Product Marketing, Business Development, Analytics, SaaS, Leadership, Strategic Partnerships, Sales Enablement, Business Strategy, Product Management, Marketing Strategy, Consulting, Financial Modeling, Social Media, Sales Management, Customer Experience, Strategy Development, Offshore Operations, Venture Capital, Equity Research, Investments, Social Marketing, Acquisitions
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Loyola Marymount University 1985 — 1989
BBA, Finance & Economics, Magna Cum Laude
Christian Hartigan Christian Hartigan's Robertson Stephens Experience 2000 - 2002
Job Vice President, Verticals at Acquia
Industry Computer Software
Experience
Acquia April 2015 - Present
Acquia April 2013 - April 2015
Allurent December 2010 - March 2013
Jenzabar, Inc. August 2002 - March 2013
Robertson Stephens 2000 - 2002
Credit Suisse First Boston 1994 - 1998
Skills
SaaS, Enterprise Software, Salesforce.com, Strategic Planning, Start-ups, Strategic Partnerships, Sales Process, ERP, Lead Generation, Mergers & Acquisitions, Account Management, Direct Sales, Management, Professional Services, Product Management, CRM, Product Marketing, Analytics, Solution Selling, Cloud Computing, E-commerce, Strategy, Business Development, Cross-functional Team..., Go-to-market Strategy, Entrepreneurship, Program Management, Competitive Analysis, Leadership, New Business Development, Business Intelligence, Team Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA
Saint Michael's College 1989 — 1993
BA
Acquia April 2015 - Present
Acquia April 2013 - April 2015
Allurent December 2010 - March 2013
Jenzabar, Inc. August 2002 - March 2013
Robertson Stephens 2000 - 2002
Credit Suisse First Boston 1994 - 1998
Skills
SaaS, Enterprise Software, Salesforce.com, Strategic Planning, Start-ups, Strategic Partnerships, Sales Process, ERP, Lead Generation, Mergers & Acquisitions, Account Management, Direct Sales, Management, Professional Services, Product Management, CRM, Product Marketing, Analytics, Solution Selling, Cloud Computing, E-commerce, Strategy, Business Development, Cross-functional Team..., Go-to-market Strategy, Entrepreneurship, Program Management, Competitive Analysis, Leadership, New Business Development, Business Intelligence, Team Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA
Saint Michael's College 1989 — 1993
BA
Christopher Beros Christopher Beros's Robertson Stephens Experience 1997 - 2000
Job Founder and CEO, CaliforniaChina Wine Trading, Inc.
Industry Wine and Spirits
Experience
California-China Wine Trading, Inc. 2007 - Present
Alderwood Capital 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Robertson Stephens 1997 - 2000
Skills
Marketing Strategy, Business Strategy, Strategic Planning, New Business Development, Business Planning, Sales Management, Marketing, Negotiation, FMCG, Business Development, Brand Management, Product Development, Entrepreneurship, Networking, Market Research, Management, Market Planning
Education
University of California, Berkeley 1985 — 1987
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley 1978 — 1982
Bachelor of Arts (B.A.), Economics
California-China Wine Trading, Inc. 2007 - Present
Alderwood Capital 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Robertson Stephens 1997 - 2000
Skills
Marketing Strategy, Business Strategy, Strategic Planning, New Business Development, Business Planning, Sales Management, Marketing, Negotiation, FMCG, Business Development, Brand Management, Product Development, Entrepreneurship, Networking, Market Research, Management, Market Planning
Education
University of California, Berkeley 1985 — 1987
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley 1978 — 1982
Bachelor of Arts (B.A.), Economics
Paul Mariani Paul Mariani's Robertson Stephens Experience February 2000 - July 2001
Job General Partner at ABS Capital Partners
Industry Venture Capital & Private Equity
Experience
PowerReviews July 2014 - Present
Purch September 2011 - Present
Teachscape August 2009 - Present
ABS Capital Partners August 2003 - Present
SoundView Technology Group April 2002 - August 2003
Robertson Stephens February 2000 - July 2001
Skills
Valuation, Corporate Development, Private Equity, Investments, Venture Capital, Investment Banking, Mergers, Private Placements, Growth Capital
Education
Stanford University 1995 — 1999
PowerReviews July 2014 - Present
Purch September 2011 - Present
Teachscape August 2009 - Present
ABS Capital Partners August 2003 - Present
SoundView Technology Group April 2002 - August 2003
Robertson Stephens February 2000 - July 2001
Skills
Valuation, Corporate Development, Private Equity, Investments, Venture Capital, Investment Banking, Mergers, Private Placements, Growth Capital
Education
Stanford University 1995 — 1999
David Fullerton's Robertson Stephens Experience 1999 - 2002
Job Managing Director at BTIG LLC
Industry Banking
Experience
BTIG LLC March 2012 - Present
JMP Securities June 2005 - June 2011
Piper Jaffray 2002 - 2005
Robertson Stephens 1999 - 2002
Bank of America 1982 - 1999
Skills
Investment Banking, Corporate Finance, Financial Modeling, Convertible Bonds, Private Equity, Private Placements, Equities, Capital Markets, Alternative Investments, Structured Finance, Series 7, Bloomberg, Fixed Income, Structuring, Structured Products, Financial Structuring, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investments, Equity Research, Securities, Valuation, LBO, Emerging Markets, Equity Capital Markets
Education
Massachusetts Institute of Technology
MBA - Finance, Finance and Financial Management Services
Princeton University
BA, Finance and Economics
BTIG LLC March 2012 - Present
JMP Securities June 2005 - June 2011
Piper Jaffray 2002 - 2005
Robertson Stephens 1999 - 2002
Bank of America 1982 - 1999
Skills
Investment Banking, Corporate Finance, Financial Modeling, Convertible Bonds, Private Equity, Private Placements, Equities, Capital Markets, Alternative Investments, Structured Finance, Series 7, Bloomberg, Fixed Income, Structuring, Structured Products, Financial Structuring, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investments, Equity Research, Securities, Valuation, LBO, Emerging Markets, Equity Capital Markets
Education
Massachusetts Institute of Technology
MBA - Finance, Finance and Financial Management Services
Princeton University
BA, Finance and Economics
Ed McCrady Ed McCrady's Robertson Stephens Experience 2000 - 2001
Job Cofounder and Board Member at Independent Association of PODS Franchisees
Industry Logistics and Supply Chain
Experience
Independent Association of PODS Franchisees January 2007 - Present
Atlanta Storage Partners, LLC d.b.a. PODS May 2002 - Present
PODS May 2002 - Present
Robertson Stephens 2000 - 2001
The Robinson-Humphrey Company August 1989 - March 2000
SunTrust Robinson Humphrey 1989 - 2000
Skills
IPO, New Business Development, Mergers, Financial Analysis, Financial Modeling, Contract Negotiations, Investment Banking, Logistics, Acquisitions, Business Development, Business Planning, Business Strategy, Contract Management, Contract Negotiation, Corporate Finance, Divestitures, Due Diligence, Entrepreneurship, Executive Management, Finance, Human Resources, Investments, LBO, Management, Mergers, Private Placements, Small Business, Start-ups, Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance
University of Virginia 1981 — 1985
B.S., Commerce
Independent Association of PODS Franchisees January 2007 - Present
Atlanta Storage Partners, LLC d.b.a. PODS May 2002 - Present
PODS May 2002 - Present
Robertson Stephens 2000 - 2001
The Robinson-Humphrey Company August 1989 - March 2000
SunTrust Robinson Humphrey 1989 - 2000
Skills
IPO, New Business Development, Mergers, Financial Analysis, Financial Modeling, Contract Negotiations, Investment Banking, Logistics, Acquisitions, Business Development, Business Planning, Business Strategy, Contract Management, Contract Negotiation, Corporate Finance, Divestitures, Due Diligence, Entrepreneurship, Executive Management, Finance, Human Resources, Investments, LBO, Management, Mergers, Private Placements, Small Business, Start-ups, Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance
University of Virginia 1981 — 1985
B.S., Commerce
Poul-Erik Olsen, CFA Poul-Erik Olsen, CFA's Robertson Stephens Experience August 1994 - April 1997
Job Managing Director & Sr. Portfolio Manager at City National Rochdale Investment Management
Industry Investment Management
Experience
City National Rochdale Investment Management July 2003 - Present
Montgomery Securities April 1997 - January 2000
Robertson Stephens August 1994 - April 1997
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
City National Rochdale Investment Management July 2003 - Present
Montgomery Securities April 1997 - January 2000
Robertson Stephens August 1994 - April 1997
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
Brian Andersen Brian Andersen's Robertson Stephens Experience August 2000 - April 2001
Job
Industry Financial Services
Experience
LUMA Partners LLC November 2010 - Present
Omniture May 2009 - September 2010
Interwoven August 2004 - March 2009
Phoenix Technologies July 2001 - August 2004
Robertson Stephens August 2000 - April 2001
Skills
SaaS, Strategic Partnerships, Start-ups, M&A experience, Negotiation, Venture Financing, Online Advertising, Mobile Advertising, Digital Marketing, Social Media Marketing, Digital Video, Web Content Management, Web Analytics, Corporate Development, Strategy, Product Management, Mergers & Acquisitions, Strategic Planning, Product Marketing, Business Development, Mobile Devices, Go-to-market Strategy, Business Alliances, E-commerce, Acquisitions, Valuation, Due Diligence, Executive Management, Venture Capital, Entrepreneurship, Competitive Analysis, Enterprise Software, Leadership, Business Strategy, Marketing, Analytics
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA
University of California at Davis 1988 — 1993
B.S.
LUMA Partners LLC November 2010 - Present
Omniture May 2009 - September 2010
Interwoven August 2004 - March 2009
Phoenix Technologies July 2001 - August 2004
Robertson Stephens August 2000 - April 2001
Skills
SaaS, Strategic Partnerships, Start-ups, M&A experience, Negotiation, Venture Financing, Online Advertising, Mobile Advertising, Digital Marketing, Social Media Marketing, Digital Video, Web Content Management, Web Analytics, Corporate Development, Strategy, Product Management, Mergers & Acquisitions, Strategic Planning, Product Marketing, Business Development, Mobile Devices, Go-to-market Strategy, Business Alliances, E-commerce, Acquisitions, Valuation, Due Diligence, Executive Management, Venture Capital, Entrepreneurship, Competitive Analysis, Enterprise Software, Leadership, Business Strategy, Marketing, Analytics
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA
University of California at Davis 1988 — 1993
B.S.
Stuart Bush Stuart Bush's Robertson Stephens Experience January 1999 - September 1999
Job
Industry Capital Markets
Experience
Consist Capital April 2011 - Present
RBC Capital Markets January 2004 - April 2011
Thomas Weisel Partners June 2001 - August 2001
Robertson Stephens January 1999 - September 1999
Cadence Design Systems January 1998 - January 1999
Synopsys June 1995 - December 1997
Skills
Valuation, Hedge Funds, Equity Research, Capital Markets, Solar Energy, Investment Banking, Equities, Financial Modeling, Private Equity, ETFs, Alternative Energy, Indexing, IPO, Due Diligence, Equity Valuation, Portfolio Management, Equity Capital Markets, Bloomberg, Investment Management
Education
University of California at Berkeley 2000 — 2002
MBA, Business
Yale University 1991 — 1995
BSEE, Electrical Engineering
Consist Capital April 2011 - Present
RBC Capital Markets January 2004 - April 2011
Thomas Weisel Partners June 2001 - August 2001
Robertson Stephens January 1999 - September 1999
Cadence Design Systems January 1998 - January 1999
Synopsys June 1995 - December 1997
Skills
Valuation, Hedge Funds, Equity Research, Capital Markets, Solar Energy, Investment Banking, Equities, Financial Modeling, Private Equity, ETFs, Alternative Energy, Indexing, IPO, Due Diligence, Equity Valuation, Portfolio Management, Equity Capital Markets, Bloomberg, Investment Management
Education
University of California at Berkeley 2000 — 2002
MBA, Business
Yale University 1991 — 1995
BSEE, Electrical Engineering
Bill Dreher Bill Dreher's Robertson Stephens Experience December 1999 - May 2002
Job Retail Equity Analyst & Investor
Industry Retail
Experience
ERES Greenwich January 2014 - Present
Newedge January 2012 - September 2012
Deutsche Bank Securities March 2003 - June 2011
WR Hambrecht + Co May 2002 - March 2003
Robertson Stephens December 1999 - May 2002
Donaldson, Lufkin & Jenrette January 1998 - November 1999
Donaldson, Lufkin & Jenrete September 1995 - January 1998
Advertising To Women, Inc. January 1991 - December 1992
Advertising To Women, Inc. September 1989 - December 1992
Skills
Equity Research, Retail, Portfolio Management, Valuation, Financial Modeling, Series 7, Series 63, Series 65, Asset Managment, Industry Analysis, Department Stores, Luxury Goods, Financial Analysis, Financial Statement..., Client Relations Skills, Planning & Execution of..., Entertainment Management, Team Leadership, New Store Development, Store Setup, Retail Technology, Merchandising, Marketing, Mergers & Acquisitions, Asset Management, Private Equity, Competitive Analysis, Venture Capital, Corporate Development, Corporate Finance, Bloomberg, Equities, Investments, Fixed Income, Trading, Equity Valuation, Due Diligence, Institutional..., Equity Capital Markets, Investment Banking, Hedge Funds, Asset Allocation, Equity Trading, Alternative Investments, Capital Markets, Finance, Investment Strategies, Investment Management, Chartered Financial..., Economics
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Marketing
The George Washington University
BA, Political Science, International Relations
Wadham College, University Of Oxford
British Government and Political Parties
Blair Academy
Buckley School
ERES Greenwich January 2014 - Present
Newedge January 2012 - September 2012
Deutsche Bank Securities March 2003 - June 2011
WR Hambrecht + Co May 2002 - March 2003
Robertson Stephens December 1999 - May 2002
Donaldson, Lufkin & Jenrette January 1998 - November 1999
Donaldson, Lufkin & Jenrete September 1995 - January 1998
Advertising To Women, Inc. January 1991 - December 1992
Advertising To Women, Inc. September 1989 - December 1992
Skills
Equity Research, Retail, Portfolio Management, Valuation, Financial Modeling, Series 7, Series 63, Series 65, Asset Managment, Industry Analysis, Department Stores, Luxury Goods, Financial Analysis, Financial Statement..., Client Relations Skills, Planning & Execution of..., Entertainment Management, Team Leadership, New Store Development, Store Setup, Retail Technology, Merchandising, Marketing, Mergers & Acquisitions, Asset Management, Private Equity, Competitive Analysis, Venture Capital, Corporate Development, Corporate Finance, Bloomberg, Equities, Investments, Fixed Income, Trading, Equity Valuation, Due Diligence, Institutional..., Equity Capital Markets, Investment Banking, Hedge Funds, Asset Allocation, Equity Trading, Alternative Investments, Capital Markets, Finance, Investment Strategies, Investment Management, Chartered Financial..., Economics
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Marketing
The George Washington University
BA, Political Science, International Relations
Wadham College, University Of Oxford
British Government and Political Parties
Blair Academy
Buckley School
Kathryn Carlson Kathryn Carlson's Robertson Stephens Experience 2001 - 2002
Job Founder at Buca Boot
Industry Design
Experience
Buca Boot 2013 - Present
Fidelity Investments 2011 - January 2014
Fidelity Investments December 2006 - February 2011
Administration of Governor Jim Doyle 2003 - 2005
Robertson Stephens 2001 - 2002
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Asset Allocation, Energy, Research, Financial Modeling, Investments, Valuation, Bloomberg, Equities, Portfolio Management, Financial Analysis, Economics, Mutual Funds, Equity Research, Fixed Income, Strategy, Asset Management, Private Equity
Education
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Economics and Economic History
Wellesley College 1996 — 2000
BA, cum laude, Economics
Buca Boot 2013 - Present
Fidelity Investments 2011 - January 2014
Fidelity Investments December 2006 - February 2011
Administration of Governor Jim Doyle 2003 - 2005
Robertson Stephens 2001 - 2002
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Asset Allocation, Energy, Research, Financial Modeling, Investments, Valuation, Bloomberg, Equities, Portfolio Management, Financial Analysis, Economics, Mutual Funds, Equity Research, Fixed Income, Strategy, Asset Management, Private Equity
Education
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Economics and Economic History
Wellesley College 1996 — 2000
BA, cum laude, Economics
Anthony Caramagno, PMP, SCPM, CSM Anthony Caramagno, PMP, SCPM, CSM's Robertson Stephens Experience March 2001 - July 2002
Job Business and IT Professional | Startup Advisor
Industry Information Technology and Services
Experience
Tull's Alpha Global Consultancy, LLC April 2013 - Present
Socialite.me August 2014 - Present
Coactify February 2013 - August 2015
Private Investing January 2012 - September 2014
EMC Consulting May 2010 - June 2011
Independent Consultant January 2008 - April 2010
NYFIX, Incorporated (now IntercontinentalExchange, Incorporated) January 2003 - December 2007
Robertson Stephens March 2001 - July 2002
Cambridge Technology Partners January 1999 - January 2001
Risk Management Technologies, a Fair Isaac Company December 1994 - January 1999
Skills
Business Analysis, Strategy, Start-ups, CRM, Risk Management, Product Management, Consulting, Project Management, Software Development, Electronic Trading, Capital Markets, Management, Enterprise Software, Business Process, SaaS, Management Consulting, Trading, Fixed Income, Process Improvement, Equities, ALM, Agile Methodologies, Business Development, Investment Banking, Trading Systems, Account Management, Derivatives, Requirements Analysis, Financial Services, Analysis, Information Technology..., Financial Engineering, SDLC (Waterfall, Rapid..., RFP Process, Business Plan Writing, Hedge Funds, Portfolio Management, Business Planning, Options, Professional Services, Equity Derivatives, Leadership, Securities, Pre-sales, Software Engineering, Engagement Management, Software Engineering..., Business Case Writing, Financing..., Cross-functional Team...
Education
University of San Francisco
MBA, Finance
Santa Clara University
MS, Applied Mathematics
Loyola Marymount University
BS, Applied Mathematics
St. Ignatius College Preparatory
High School, College Preparatory Curriculum
Tull's Alpha Global Consultancy, LLC April 2013 - Present
Socialite.me August 2014 - Present
Coactify February 2013 - August 2015
Private Investing January 2012 - September 2014
EMC Consulting May 2010 - June 2011
Independent Consultant January 2008 - April 2010
NYFIX, Incorporated (now IntercontinentalExchange, Incorporated) January 2003 - December 2007
Robertson Stephens March 2001 - July 2002
Cambridge Technology Partners January 1999 - January 2001
Risk Management Technologies, a Fair Isaac Company December 1994 - January 1999
Skills
Business Analysis, Strategy, Start-ups, CRM, Risk Management, Product Management, Consulting, Project Management, Software Development, Electronic Trading, Capital Markets, Management, Enterprise Software, Business Process, SaaS, Management Consulting, Trading, Fixed Income, Process Improvement, Equities, ALM, Agile Methodologies, Business Development, Investment Banking, Trading Systems, Account Management, Derivatives, Requirements Analysis, Financial Services, Analysis, Information Technology..., Financial Engineering, SDLC (Waterfall, Rapid..., RFP Process, Business Plan Writing, Hedge Funds, Portfolio Management, Business Planning, Options, Professional Services, Equity Derivatives, Leadership, Securities, Pre-sales, Software Engineering, Engagement Management, Software Engineering..., Business Case Writing, Financing..., Cross-functional Team...
Education
University of San Francisco
MBA, Finance
Santa Clara University
MS, Applied Mathematics
Loyola Marymount University
BS, Applied Mathematics
St. Ignatius College Preparatory
High School, College Preparatory Curriculum
Tom Sheedy Tom Sheedy's Robertson Stephens Experience March 1994 - October 2000
Job Managing Director at Compass Point Research and Trading LLC
Industry Capital Markets
Experience
Compass Point Research and Trading LLC June 2011 - Present
First Albany Capital March 2001 - June 2007
Robertson Stephens March 1994 - October 2000
Skills
Institutional Sales..., Capital Markets, Sales, Trading, Equities, Management, Investment Banking, Investments, Hedge Funds, Bloomberg, Financial Markets, Equity Research, Hedging
Education
Southern Methodist University 1986 — 1987
Master of Business Administration (MBA), Finance
Vanderbilt University 1980 — 1984
BS, Electrical Engineering
Compass Point Research and Trading LLC June 2011 - Present
First Albany Capital March 2001 - June 2007
Robertson Stephens March 1994 - October 2000
Skills
Institutional Sales..., Capital Markets, Sales, Trading, Equities, Management, Investment Banking, Investments, Hedge Funds, Bloomberg, Financial Markets, Equity Research, Hedging
Education
Southern Methodist University 1986 — 1987
Master of Business Administration (MBA), Finance
Vanderbilt University 1980 — 1984
BS, Electrical Engineering
Paul Buckman, MBA's Robertson Stephens Experience 1999 - 2000
Job Organizational Development | Project Management | Event Production | Strategic Planning
Industry Nonprofit Organization Management
Experience
U.S. Green Building Council - Northern California Chapter August 2015 - Present
U.S. Green Building Council - Northern California Chapter March 2008 - March 2012
Language Line Services 2006 - 2008
Monterey County Youth Museum February 2006 - September 2007
The Entrust Group 2002 - 2004
Oakland Ballet Company 2001 - 2002
Robertson Stephens 1999 - 2000
Skills
Organizational..., Team Leadership, Strategic Planning, Public Speaking, Microsoft Office, Sustainability, Fundraising, Budgeting, Negotiation, Customer Relations, Customer Service, Social Media, Contract Negotiation, PowerPoint, Marketing Strategy, Event Planning, Writing, Event Management, Analysis, Non-profits, LEED, Community Outreach, Sustainable Business, Training, Energy Efficiency, Green Building, Leadership, Budgets, Nonprofits, Management, Strategy
Education
Paul Mitchell the School Sacramento 2015 — 2015
Aesthetician/Esthetician and Skin Care Specialist
Monterey Institute of International Studies 2004 — 2006
Master of Business Administration (M.B.A.), International Management
Pitzer College 1992 — 1996
Bachelor's Degree, French and Italian Studies
The York School 1988 — 1992
U.S. Green Building Council - Northern California Chapter August 2015 - Present
U.S. Green Building Council - Northern California Chapter March 2008 - March 2012
Language Line Services 2006 - 2008
Monterey County Youth Museum February 2006 - September 2007
The Entrust Group 2002 - 2004
Oakland Ballet Company 2001 - 2002
Robertson Stephens 1999 - 2000
Skills
Organizational..., Team Leadership, Strategic Planning, Public Speaking, Microsoft Office, Sustainability, Fundraising, Budgeting, Negotiation, Customer Relations, Customer Service, Social Media, Contract Negotiation, PowerPoint, Marketing Strategy, Event Planning, Writing, Event Management, Analysis, Non-profits, LEED, Community Outreach, Sustainable Business, Training, Energy Efficiency, Green Building, Leadership, Budgets, Nonprofits, Management, Strategy
Education
Paul Mitchell the School Sacramento 2015 — 2015
Aesthetician/Esthetician and Skin Care Specialist
Monterey Institute of International Studies 2004 — 2006
Master of Business Administration (M.B.A.), International Management
Pitzer College 1992 — 1996
Bachelor's Degree, French and Italian Studies
The York School 1988 — 1992
Jeff Cooper's Robertson Stephens Experience April 2000 - June 2002
Job VP Finance at Rally Software
Industry Investment Banking
Experience
Rally Software December 2013 - Present
Deutsche Bank Securities April 2008 - July 2013
Cowen and Company August 2005 - February 2008
TFI International June 2004 - August 2004
Robertson Stephens April 2000 - June 2002
PwC August 1998 - March 2000
Skills
Private Placements, Investment Banking, Corporate Development, Venture Capital, Equities, Private Equity, Corporate Finance, M&A experience, IPO, Mergers & Acquisitions, Capital Markets, Start-ups, Valuation, LBO, Finance, Bloomberg, Financial Modeling
Education
London Business School 2003 — 2005
MBA, Finance
Princeton University 1994 — 1998
BA, Political Science
Brentwood
Rally Software December 2013 - Present
Deutsche Bank Securities April 2008 - July 2013
Cowen and Company August 2005 - February 2008
TFI International June 2004 - August 2004
Robertson Stephens April 2000 - June 2002
PwC August 1998 - March 2000
Skills
Private Placements, Investment Banking, Corporate Development, Venture Capital, Equities, Private Equity, Corporate Finance, M&A experience, IPO, Mergers & Acquisitions, Capital Markets, Start-ups, Valuation, LBO, Finance, Bloomberg, Financial Modeling
Education
London Business School 2003 — 2005
MBA, Finance
Princeton University 1994 — 1998
BA, Political Science
Brentwood
Rebecca Zucker Rebecca Zucker's Robertson Stephens Experience 2000 - 2001
Job Executive Coach & Consultant
Industry Professional Training & Coaching
Experience
Next Step Partners December 2001 - Present
Robertson Stephens 2000 - 2001
Disney Consumer Products 1997 - 1998
Goldman, Sachs & Co. 1994 - 1997
Skills
Executive Coaching, Training & Development, Facilitation, Leadership Development, Coaching, Executive Development, Career Development, Talent Management, Career Counseling, Organizational..., Training, Workshop Facilitation, Entrepreneurship, Start-ups, 360 Feedback, MBTI, Emotional Intelligence, Strategic Planning, Program Management, Employee Training, Change Management, Culture Change, Organizational Design, Organizational..., Management
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
New York University - Leonard N. Stern School of Business 1986 — 1990
International Business & Economics, Valedictorian
Abington Senior High School
HS Diploma
Next Step Partners December 2001 - Present
Robertson Stephens 2000 - 2001
Disney Consumer Products 1997 - 1998
Goldman, Sachs & Co. 1994 - 1997
Skills
Executive Coaching, Training & Development, Facilitation, Leadership Development, Coaching, Executive Development, Career Development, Talent Management, Career Counseling, Organizational..., Training, Workshop Facilitation, Entrepreneurship, Start-ups, 360 Feedback, MBTI, Emotional Intelligence, Strategic Planning, Program Management, Employee Training, Change Management, Culture Change, Organizational Design, Organizational..., Management
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
New York University - Leonard N. Stern School of Business 1986 — 1990
International Business & Economics, Valedictorian
Abington Senior High School
HS Diploma
David Eckerly's Robertson Stephens Experience August 1998 - August 1999
Job Group Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2011 - Present
Fisher Investments July 2008 - December 2010
Fisher Investments January 2008 - July 2008
Fisher Investments March 2005 - January 2008
Fisher Investments August 2003 - March 2005
UBS June 2002 - August 2002
JP Morgan August 1999 - August 2001
Robertson, Stephens August 1998 - August 1999
Skills
Corporate Communications, Digital Strategy, Digital Marketing, Public Relations, Content Development, Web Content, Editing, Writing, Portfolio Management, Asset Allocation, Sales Management, Direct Sales, Fundamental Analysis, Equity Research, Equity Trading, Fixed Income Analysis, Public Speaking, Training Delivery, Training Course..., Economics, Capital Markets, Relationship Management, Financial Modeling, Investment Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
BBA, Finance
Northville High School 1990 — 1994
Diploma, N/A
Fisher Investments January 2011 - Present
Fisher Investments July 2008 - December 2010
Fisher Investments January 2008 - July 2008
Fisher Investments March 2005 - January 2008
Fisher Investments August 2003 - March 2005
UBS June 2002 - August 2002
JP Morgan August 1999 - August 2001
Robertson, Stephens August 1998 - August 1999
Skills
Corporate Communications, Digital Strategy, Digital Marketing, Public Relations, Content Development, Web Content, Editing, Writing, Portfolio Management, Asset Allocation, Sales Management, Direct Sales, Fundamental Analysis, Equity Research, Equity Trading, Fixed Income Analysis, Public Speaking, Training Delivery, Training Course..., Economics, Capital Markets, Relationship Management, Financial Modeling, Investment Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
BBA, Finance
Northville High School 1990 — 1994
Diploma, N/A
Ingrid Ebeling Ingrid Ebeling's Robertson Stephens Experience February 1994 - July 1997
Job Financial Services, Research Professional
Industry Financial Services
Experience
Market Street Partners January 2011 - February 2012
Salesforce.com September 2008 - September 2010
JMP Securities September 2005 - August 2008
JMP Securities June 2003 - September 2005
Deutsche Bank July 1999 - May 2001
Robertson Stephens February 1994 - July 1997
Skills
Financial Modeling, Valuation, Investments, Competitive Analysis, Due Diligence, Investor Relations, Financial Analysis, Portfolio Management, Business Strategy, Equity Research, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Management & Strategy
The University of Montana
Bachelor's degree, Business Administration/Finance
Market Street Partners January 2011 - February 2012
Salesforce.com September 2008 - September 2010
JMP Securities September 2005 - August 2008
JMP Securities June 2003 - September 2005
Deutsche Bank July 1999 - May 2001
Robertson Stephens February 1994 - July 1997
Skills
Financial Modeling, Valuation, Investments, Competitive Analysis, Due Diligence, Investor Relations, Financial Analysis, Portfolio Management, Business Strategy, Equity Research, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Management & Strategy
The University of Montana
Bachelor's degree, Business Administration/Finance
Jesse Foster Jesse Foster's Robertson Stephens Experience 2000 - 2000
Job Director of Information Technology at YMCA of the Central Bay Area
Industry Nonprofit Organization Management
Experience
YMCA of the Central Bay Area (formerly known as the Berkeley-Albany YMCA) November 2014 - Present
Goodwill Industries of the Greater East Bay May 2013 - November 2014
LesConcierges February 2012 - May 2013
Hotel IQ International 2009 - 2011
Big Up Radio January 2000 - 2010
Wall Street Institute 2007 - November 2009
EXL Consulting, Inc. 2000 - 2003
Robertson Stephens 2000 - 2000
Gap Inc. 1999 - 2000
Skills
Management, Team Leadership, Project Management, Strategic Planning, Program Management, Customer Service, Process Improvement, Project Planning, Quality Assurance, Strategy, Budgets, Marketing, Training, Leadership, Business Analysis, Change Management, E-commerce, Business Strategy, Security, Vendor Management
Education
University of California, Berkeley 2002 — 2002
Project Management Professional Sequence, Project Management, PMI Courses
University of California, Berkeley 2000 — 2001
Oracle DBA Professional Sequence Certification, Oracle DBA, Certified
University of California, Berkeley 1996 — 1998
BA, American Studies, .
International House Bangkok
International House Bangkok
YMCA of the Central Bay Area (formerly known as the Berkeley-Albany YMCA) November 2014 - Present
Goodwill Industries of the Greater East Bay May 2013 - November 2014
LesConcierges February 2012 - May 2013
Hotel IQ International 2009 - 2011
Big Up Radio January 2000 - 2010
Wall Street Institute 2007 - November 2009
EXL Consulting, Inc. 2000 - 2003
Robertson Stephens 2000 - 2000
Gap Inc. 1999 - 2000
Skills
Management, Team Leadership, Project Management, Strategic Planning, Program Management, Customer Service, Process Improvement, Project Planning, Quality Assurance, Strategy, Budgets, Marketing, Training, Leadership, Business Analysis, Change Management, E-commerce, Business Strategy, Security, Vendor Management
Education
University of California, Berkeley 2002 — 2002
Project Management Professional Sequence, Project Management, PMI Courses
University of California, Berkeley 2000 — 2001
Oracle DBA Professional Sequence Certification, Oracle DBA, Certified
University of California, Berkeley 1996 — 1998
BA, American Studies, .
International House Bangkok
International House Bangkok
Tom Champion Tom Champion's Robertson Stephens Experience 1999 - 2001
Job Research Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company August 2012 - Present
BNP Paribas May 2011 - November 2011
Credit Suisse July 2009 - April 2011
JPMorgan Chase June 2006 - November 2008
Magus Soft (Beijing) Ltd 2002 - 2004
Magus Soft 2002 - 2004
Robertson Stephens 1999 - 2001
Skills
Investments, Valuation, Equity Research, Financial Modeling, Equities, Business Development
Education
Wharton School, University of Pennsylvania 2004 — 2006
MBA, MA, Finance
Princeton University 1995 — 1999
AB, East Asian Studies
St. Paul's School 1991 — 1995
Taipei American School 1982 — 1991
Cowen and Company August 2012 - Present
BNP Paribas May 2011 - November 2011
Credit Suisse July 2009 - April 2011
JPMorgan Chase June 2006 - November 2008
Magus Soft (Beijing) Ltd 2002 - 2004
Magus Soft 2002 - 2004
Robertson Stephens 1999 - 2001
Skills
Investments, Valuation, Equity Research, Financial Modeling, Equities, Business Development
Education
Wharton School, University of Pennsylvania 2004 — 2006
MBA, MA, Finance
Princeton University 1995 — 1999
AB, East Asian Studies
St. Paul's School 1991 — 1995
Taipei American School 1982 — 1991
Ben Chrnelich Ben Chrnelich's Robertson Stephens Experience November 1999 - May 2002
Job Chief Financial Officer at IPC
Industry Financial Services
Experience
IPC Systems, Inc. August 2015 - Present
America SCORES March 2006 - Present
StreetWise Partners 1997 - Present
MSCI Inc. September 2014 - August 2015
NYSE Euronext May 2008 - September 2014
Lehman Brothers December 2004 - April 2008
Schwab Soundview Capital Markets December 2002 - December 2004
Robertson Stephens November 1999 - May 2002
PricewaterhouseCoopers September 1996 - November 1999
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Hedge Funds, Commodity, Investment Banking, Strategy, Due Diligence, Derivatives, Access, Valuation, IT Audit, Corporate Governance, Trading Systems, Business Valuation, Private Equity, IPO, Capital Markets, Data Analysis, Venture Capital, Financial Markets, Mergers & Acquisitions, Equity Trading, Corporate Finance, Emerging Markets, Non-profit Program..., Risk Management, Portfolio Management, Financial Services, M&A experience, Executive Management, Finance, Fundraising, Alternative Investments, Asset Management, Options, Investments, Trading, Securities, Financial Risk, Financial Structuring, Start-ups, Acquisition Integration, Restructuring, Corporate Development, Funding, FX Options, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Magna Cum Laude
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Accounting
Notre Dame High School 1988 — 1992
IPC Systems, Inc. August 2015 - Present
America SCORES March 2006 - Present
StreetWise Partners 1997 - Present
MSCI Inc. September 2014 - August 2015
NYSE Euronext May 2008 - September 2014
Lehman Brothers December 2004 - April 2008
Schwab Soundview Capital Markets December 2002 - December 2004
Robertson Stephens November 1999 - May 2002
PricewaterhouseCoopers September 1996 - November 1999
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Hedge Funds, Commodity, Investment Banking, Strategy, Due Diligence, Derivatives, Access, Valuation, IT Audit, Corporate Governance, Trading Systems, Business Valuation, Private Equity, IPO, Capital Markets, Data Analysis, Venture Capital, Financial Markets, Mergers & Acquisitions, Equity Trading, Corporate Finance, Emerging Markets, Non-profit Program..., Risk Management, Portfolio Management, Financial Services, M&A experience, Executive Management, Finance, Fundraising, Alternative Investments, Asset Management, Options, Investments, Trading, Securities, Financial Risk, Financial Structuring, Start-ups, Acquisition Integration, Restructuring, Corporate Development, Funding, FX Options, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Magna Cum Laude
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Accounting
Notre Dame High School 1988 — 1992
Rick Emery Rick Emery's Robertson Stephens Experience 1993 - 1995
Job VP Sales and Business Development at Mersive
Industry Computer Software
Experience
Mersive August 2013 - Present
Rebit Inc. September 2012 - August 2013
Cisco Systems November 2008 - September 2012
Jabber, Inc. November 2003 - October 2008
Jabber, Inc. October 2000 - October 2003
MSHOW.com April 2000 - September 2000
MediaOne Group January 1999 - March 2000
MediaOne Group September 1997 - December 1998
Robertson Stephens 1993 - 1995
The Bank of New York 1990 - 1993
Skills
SaaS, Go-to-market Strategy, Cloud Computing, Strategic Partnerships, Business Alliances, Pre-sales, Solution Selling, Enterprise Software, Product Management, Unified Communications, Channel Partners, Marketing Strategy, Business Intelligence, Sales, Demand Generation, Start-ups, Product Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Marketing/Finance
Princeton University 1987 — 1990
Mersive August 2013 - Present
Rebit Inc. September 2012 - August 2013
Cisco Systems November 2008 - September 2012
Jabber, Inc. November 2003 - October 2008
Jabber, Inc. October 2000 - October 2003
MSHOW.com April 2000 - September 2000
MediaOne Group January 1999 - March 2000
MediaOne Group September 1997 - December 1998
Robertson Stephens 1993 - 1995
The Bank of New York 1990 - 1993
Skills
SaaS, Go-to-market Strategy, Cloud Computing, Strategic Partnerships, Business Alliances, Pre-sales, Solution Selling, Enterprise Software, Product Management, Unified Communications, Channel Partners, Marketing Strategy, Business Intelligence, Sales, Demand Generation, Start-ups, Product Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Marketing/Finance
Princeton University 1987 — 1990
Elaine Chui Elaine Chui's Robertson Stephens Experience March 2000 - July 2002
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
NYFIX, Inc July 2003 - November 2006
Renaissance Trading Technologies, LLC October 2002 - July 2003
Robertson Stephens March 2000 - July 2002
JP Morgan June 1992 - March 2000
Education
New York University
Computer Science
Merrill Lynch November 2006 - Present
NYFIX, Inc July 2003 - November 2006
Renaissance Trading Technologies, LLC October 2002 - July 2003
Robertson Stephens March 2000 - July 2002
JP Morgan June 1992 - March 2000
Education
New York University
Computer Science
Kristen McEntyre Kristen McEntyre's Robertson Stephens Experience 2001 - 2002
Job CEO, Tutti Dynamics
Industry Online Media
Experience
Tutti Dynamics 2014 - Present
Tutti Dynamics 2012 - 2014
The Friends of Max 2003 - 2013
Operation HOPE 2009 - 2012
FiLife.com 2007 - 2009
Google July 2007 - October 2007
Cambridge Associates 2003 - 2006
Robertson Stephens 2001 - 2002
Skills
Start-ups, Digital Media, Social Networking, Strategic Partnerships, Journalism, Entrepreneurship, Publishing, Art, Business Development, Strategy, Venture Capital, Marketing, Private Equity, Digital Strategy, New Media, Social Media Consulting, Online Advertising, Social Media, Social Media Marketing, Management
Education
Stanford University 2006 — 2007
MA, Communications
Williams College 1997 — 2001
BA, English + Economics
Tutti Dynamics 2014 - Present
Tutti Dynamics 2012 - 2014
The Friends of Max 2003 - 2013
Operation HOPE 2009 - 2012
FiLife.com 2007 - 2009
Google July 2007 - October 2007
Cambridge Associates 2003 - 2006
Robertson Stephens 2001 - 2002
Skills
Start-ups, Digital Media, Social Networking, Strategic Partnerships, Journalism, Entrepreneurship, Publishing, Art, Business Development, Strategy, Venture Capital, Marketing, Private Equity, Digital Strategy, New Media, Social Media Consulting, Online Advertising, Social Media, Social Media Marketing, Management
Education
Stanford University 2006 — 2007
MA, Communications
Williams College 1997 — 2001
BA, English + Economics
Greg Rivers Greg Rivers's Robertson Stephens Experience December 1999 - October 2003
Job Managing Director at Steelhead Advisors LLC
Industry Investment Banking
Experience
JMP Securities August 2003 - August 2008
Robertson Stephens December 1999 - October 2003
Pricewaterhouse Coopers August 1988 - November 1999
Skills
Mergers, Corporate Finance, Investment Banking, IPO, Private Placements, Management Consulting, Corporate Development, Venture Capital, Private Equity, Financial Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1995
Masters Business Administration
University of Southern California 1983 — 1987
BA
JMP Securities August 2003 - August 2008
Robertson Stephens December 1999 - October 2003
Pricewaterhouse Coopers August 1988 - November 1999
Skills
Mergers, Corporate Finance, Investment Banking, IPO, Private Placements, Management Consulting, Corporate Development, Venture Capital, Private Equity, Financial Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1995
Masters Business Administration
University of Southern California 1983 — 1987
BA
Steve Abbott Steve Abbott's Robertson Stephens Experience 1997 - 2002
Job Managing Director at Sapphire Ventures
Industry Venture Capital & Private Equity
Experience
Sapphire Ventures, LLC November 2014 - Present
Jefferies & Company May 2010 - November 2014
UBS Investment Bank 2006 - May 2010
Deutsche Bank Technology Group 2002 - 2006
Robertson Stephens 1997 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Bain & Company 1989 - 1991
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, IPO, Private Equity, Start-ups, Corporate Development, Valuation, Financial Modeling, Corporate Finance, Mergers, LBO, Capital Markets, Due Diligence, Financial Analysis, Management, Emerging Markets, Investments, Project Management, Equities
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
University of California, Berkeley 1985 — 1989
The London School of Economics and Political Science (LSE)
Stanford University Law School
JD
Sapphire Ventures, LLC November 2014 - Present
Jefferies & Company May 2010 - November 2014
UBS Investment Bank 2006 - May 2010
Deutsche Bank Technology Group 2002 - 2006
Robertson Stephens 1997 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Bain & Company 1989 - 1991
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, IPO, Private Equity, Start-ups, Corporate Development, Valuation, Financial Modeling, Corporate Finance, Mergers, LBO, Capital Markets, Due Diligence, Financial Analysis, Management, Emerging Markets, Investments, Project Management, Equities
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
University of California, Berkeley 1985 — 1989
The London School of Economics and Political Science (LSE)
Stanford University Law School
JD
Harrison Lynch Harrison Lynch's Robertson Stephens Experience December 1999 - March 2003
Job Sr. Director, Product Development Back End at Consensus Corporation
Industry Wireless
Experience
Consensus Corporation April 2015 - Present
Consensus Corporation August 2012 - Present
Lets Talk.com June 2007 - August 2012
LetsTalk.com March 2007 - June 2007
Lets Talk.com June 2006 - March 2007
Lets Talk.com September 2005 - June 2006
Lets Talk.com June 2003 - September 2005
Robertson Stephens December 1999 - March 2003
Skills
Mobile Devices, E-commerce, Wireless, Mobile Content, Telecommunications, Program Management, Marketing, Product Management, Strategic Partnerships, Product Marketing, Start-ups, Cross-functional Team..., Business Analysis, Mobile Marketing, Customer Experience, Product Development
Education
University of California, Berkeley 2005 — 2006
University of Oregon 1991 — 1995
Economics, Political Science
Consensus Corporation April 2015 - Present
Consensus Corporation August 2012 - Present
Lets Talk.com June 2007 - August 2012
LetsTalk.com March 2007 - June 2007
Lets Talk.com June 2006 - March 2007
Lets Talk.com September 2005 - June 2006
Lets Talk.com June 2003 - September 2005
Robertson Stephens December 1999 - March 2003
Skills
Mobile Devices, E-commerce, Wireless, Mobile Content, Telecommunications, Program Management, Marketing, Product Management, Strategic Partnerships, Product Marketing, Start-ups, Cross-functional Team..., Business Analysis, Mobile Marketing, Customer Experience, Product Development
Education
University of California, Berkeley 2005 — 2006
University of Oregon 1991 — 1995
Economics, Political Science
Victor Halpert Victor Halpert's Robertson Stephens Experience January 1998 - May 1999
Job Managing Director at Hudson East Capital LLC
Industry Financial Services
Experience
Hudson East Capital LLC January 2013 - Present
Halpert Capital April 2008 - Present
InfoTech Solutions for Business May 2008 - January 2014
DSP Group March 2011 - June 2012
JPMorgan Chase June 2007 - March 2008
Halpert Capital Fund February 2003 - May 2006
Citigroup June 1999 - January 2003
Robertson Stephens January 1998 - May 1999
Salomon Brothers January 1995 - January 1998
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, Due Diligence, Start-ups, Mergers, Capital Markets, Investments, Hedge Funds, Private Equity, IPO, Strategy, Management, Strategic Partnerships, Equity Research, Telecommunications, Corporate Finance, Emerging Markets, Business Development, Business Strategy, Analysis, Investor Relations, Finance, Competitive Analysis, Executive Management, Mutual Funds, Acquisitions, Valuation, Alternative Investments, Restructuring, Economics, Management Consulting, Acquisition Integration, Business Planning, Strategic Financial..., Strategic Consulting, Financial Structuring, Leveraged Finance, Financial Modeling, Equities, Portfolio Management, Corporate Development, Divestitures, Business Analysis, Financial Analysis, Business Valuation
Education
State University of New York at New Paltz
BS, Accounting
University of Illinois at Chicago
Master of Science (MS), Accounting and Finance
Hudson East Capital LLC January 2013 - Present
Halpert Capital April 2008 - Present
InfoTech Solutions for Business May 2008 - January 2014
DSP Group March 2011 - June 2012
JPMorgan Chase June 2007 - March 2008
Halpert Capital Fund February 2003 - May 2006
Citigroup June 1999 - January 2003
Robertson Stephens January 1998 - May 1999
Salomon Brothers January 1995 - January 1998
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, Due Diligence, Start-ups, Mergers, Capital Markets, Investments, Hedge Funds, Private Equity, IPO, Strategy, Management, Strategic Partnerships, Equity Research, Telecommunications, Corporate Finance, Emerging Markets, Business Development, Business Strategy, Analysis, Investor Relations, Finance, Competitive Analysis, Executive Management, Mutual Funds, Acquisitions, Valuation, Alternative Investments, Restructuring, Economics, Management Consulting, Acquisition Integration, Business Planning, Strategic Financial..., Strategic Consulting, Financial Structuring, Leveraged Finance, Financial Modeling, Equities, Portfolio Management, Corporate Development, Divestitures, Business Analysis, Financial Analysis, Business Valuation
Education
State University of New York at New Paltz
BS, Accounting
University of Illinois at Chicago
Master of Science (MS), Accounting and Finance
Alex Calic Alex Calic's Robertson Stephens Experience 1996 - 1998
Job Chief Revenue Officer at The Media Trust
Industry Internet
Experience
The Media Trust June 2010 - Present
Clearspring Technologies October 2006 - February 2010
InPhonic, Inc. October 2001 - October 2006
Coremetrics June 2000 - August 2000
Assal Corp. January 1999 - June 1999
ING BARING FURMAN SELZ LLC April 1998 - December 1998
Robertson Stephens 1996 - 1998
Sanford C. Bernstein 1991 - 1996
Skills
Mobile, Online Advertising, Video, Social Media, Product Launches, E-commerce, Mergers, Digital Marketing, Syndication, Start-ups, Advertising, Web 2.0, Publishing, Entrepreneurship, Business Strategy, Mobile Devices, Web Analytics, Marketing, Mergers & Acquisitions, Product Launch, Analytics, Business Development, Digital Media, Strategy, Product Management, Mobile Advertising, Venture Capital, Strategic Partnerships, Digital Strategy, Business Planning
Education
The Wharton School of Business 1999 — 2001
MBA, Finance and Entrepreneurial Management
Pepperdine University 1990 — 1994
B.S., Business Administration
The Media Trust June 2010 - Present
Clearspring Technologies October 2006 - February 2010
InPhonic, Inc. October 2001 - October 2006
Coremetrics June 2000 - August 2000
Assal Corp. January 1999 - June 1999
ING BARING FURMAN SELZ LLC April 1998 - December 1998
Robertson Stephens 1996 - 1998
Sanford C. Bernstein 1991 - 1996
Skills
Mobile, Online Advertising, Video, Social Media, Product Launches, E-commerce, Mergers, Digital Marketing, Syndication, Start-ups, Advertising, Web 2.0, Publishing, Entrepreneurship, Business Strategy, Mobile Devices, Web Analytics, Marketing, Mergers & Acquisitions, Product Launch, Analytics, Business Development, Digital Media, Strategy, Product Management, Mobile Advertising, Venture Capital, Strategic Partnerships, Digital Strategy, Business Planning
Education
The Wharton School of Business 1999 — 2001
MBA, Finance and Entrepreneurial Management
Pepperdine University 1990 — 1994
B.S., Business Administration
Clayton Brannon Clayton Brannon's Robertson Stephens Experience February 2000 - August 2000
Job Vice President of IT Operations at Leerink Swann
Industry Information Technology and Services
Experience
Leerink Swann October 2013 - Present
ITG, Inc. February 2007 - May 2013
Moors & Cabot October 2005 - January 2007
Eze Castle Integration April 2001 - October 2005
Mirror Image Internet, LLC August 2000 - April 2001
Robertson Stephens February 2000 - August 2000
Fidelity Investments (FMRco) February 1998 - February 2000
US Army June 1991 - June 1994
Skills
VMware, Windows, Data Center, Operating Systems, VMware Infrastructure, ITIL v3 Foundations..., Disaster Recovery, Servers, Firewalls, Citrix, Virtualization, Windows Server, Unix, Microsoft Exchange, Troubleshooting, DNS, Active Directory, Cisco Technologies, ITIL
Education
Northern Essex Community College 1995 — 1997
A.S., Computer Science/PC specialist
Rolla Senior High 1986 — 1991
Diploma, General
New Horizons
New Horizons
Leerink Swann October 2013 - Present
ITG, Inc. February 2007 - May 2013
Moors & Cabot October 2005 - January 2007
Eze Castle Integration April 2001 - October 2005
Mirror Image Internet, LLC August 2000 - April 2001
Robertson Stephens February 2000 - August 2000
Fidelity Investments (FMRco) February 1998 - February 2000
US Army June 1991 - June 1994
Skills
VMware, Windows, Data Center, Operating Systems, VMware Infrastructure, ITIL v3 Foundations..., Disaster Recovery, Servers, Firewalls, Citrix, Virtualization, Windows Server, Unix, Microsoft Exchange, Troubleshooting, DNS, Active Directory, Cisco Technologies, ITIL
Education
Northern Essex Community College 1995 — 1997
A.S., Computer Science/PC specialist
Rolla Senior High 1986 — 1991
Diploma, General
New Horizons
New Horizons
Kevin Hays, CFA Kevin Hays, CFA's Robertson Stephens Experience 2000 - 2000
Job Chief Financial Officer at Advance Energy Partners
Industry Oil & Energy
Experience
Advance Energy Partners March 2015 - Present
RBC December 2011 - Present
Royal Bank of Canada Richardson Barr April 2010 - December 2011
KeyBanc Capital Markets April 2009 - July 2010
KeyBanc Capital Markets March 2007 - April 2009
KeyBanc Capital Markets April 2004 - March 2007
KeyBanc Capital Markets January 2002 - March 2004
Robertson Stephens 2000 - 2000
Zurich Financial Services 1996 - 1999
Skills
Valuation, Private Equity, Corporate Development, Divestitures, Business Valuation, Due Diligence, Recapitalizations, Sell Side, Private Placements, LBO
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
MBA
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Chemical Engineering
Advance Energy Partners March 2015 - Present
RBC December 2011 - Present
Royal Bank of Canada Richardson Barr April 2010 - December 2011
KeyBanc Capital Markets April 2009 - July 2010
KeyBanc Capital Markets March 2007 - April 2009
KeyBanc Capital Markets April 2004 - March 2007
KeyBanc Capital Markets January 2002 - March 2004
Robertson Stephens 2000 - 2000
Zurich Financial Services 1996 - 1999
Skills
Valuation, Private Equity, Corporate Development, Divestitures, Business Valuation, Due Diligence, Recapitalizations, Sell Side, Private Placements, LBO
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
MBA
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Chemical Engineering
Margo McKinnon Margo McKinnon's Robertson Stephens Experience 2000 - 2003
Job Concierge at Rosewood Sand Hill
Industry Hospitality
Experience
Pacific Union International August 2010 - Present
Rosewood Sand Hill April 2011 - September 2013
Robertson Stephens 2000 - 2003
Banc of America Securities January 1999 - December 1999
Montgomery Securities 1996 - 1999
Education
Scripps College 1977 — 1981
The Barstow School
Pacific Union International August 2010 - Present
Rosewood Sand Hill April 2011 - September 2013
Robertson Stephens 2000 - 2003
Banc of America Securities January 1999 - December 1999
Montgomery Securities 1996 - 1999
Education
Scripps College 1977 — 1981
The Barstow School
J. Mathew Yohannan J. Mathew Yohannan's Robertson Stephens Experience June 1997 - April 2001
Job Entertainment, Media & Telecoms
Industry Entertainment
Experience
Visium Asset Management April 2014 - Present
SoFi Inc. (Social Finance, Inc.) January 2013 - Present
BROWN OAK MEDIA February 2004 - Present
CHARTER BRIDGE May 2010 - September 2012
Balyasny Asset Management, L.P. January 2007 - February 2010
Stadia Capital, L.P (Frontpoint Stadia Capital) April 2004 - January 2007
Olympius Capital January 2002 - December 2002
Caxton Associates, LLC 2002 - 2002
Robertson Stephens June 1997 - April 2001
Education
Stanford Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Stanford Graduate School of Business 2001 — 2003
Certificate in Public Management and Social Innovation, Public Management/Social Innovation Program
New York University - Leonard N. Stern School of Business 1992 — 1996
BS - Magna Cum Laude, Finance / Economics / Philosophy
Visium Asset Management April 2014 - Present
SoFi Inc. (Social Finance, Inc.) January 2013 - Present
BROWN OAK MEDIA February 2004 - Present
CHARTER BRIDGE May 2010 - September 2012
Balyasny Asset Management, L.P. January 2007 - February 2010
Stadia Capital, L.P (Frontpoint Stadia Capital) April 2004 - January 2007
Olympius Capital January 2002 - December 2002
Caxton Associates, LLC 2002 - 2002
Robertson Stephens June 1997 - April 2001
Education
Stanford Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Stanford Graduate School of Business 2001 — 2003
Certificate in Public Management and Social Innovation, Public Management/Social Innovation Program
New York University - Leonard N. Stern School of Business 1992 — 1996
BS - Magna Cum Laude, Finance / Economics / Philosophy
Moiz Doriwala Moiz Doriwala's Robertson Stephens Experience 1997 - 1998
Job Principal at Stirling Realty Advisors, LLC
Industry Real Estate
Experience
Stirling Realty Advisors, LLC August 2008 - Present
Perseus Realty Capital November 2006 - July 2008
JPMorgan 2004 - 2005
Robertson Stephens 1997 - 1998
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA
The University of Chicago 1995 — 1999
BA, Economics
Stirling Realty Advisors, LLC August 2008 - Present
Perseus Realty Capital November 2006 - July 2008
JPMorgan 2004 - 2005
Robertson Stephens 1997 - 1998
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA
The University of Chicago 1995 — 1999
BA, Economics
Catherine Jeon Catherine Jeon's Robertson Stephens Experience 2000 - 2002
Job Compliance/Legal Group at Partner Fund Management (PFM)
Industry Investment Management
Experience
Partner Fund Management (PFM) November 2010 - Present
Standard Pacific Capital February 2004 - September 2009
Robertson Stephens 2000 - 2002
Lend Lease Rosen 1998 - 1999
Barra November 1995 - May 1998
Skills
Alternative Investments, Hedge Funds, Derivatives, Valuation, Mutual Funds, Securities, Asset Management, Portfolio Management, Trading, Settlement, Equities, Financial Modeling, Credit
Education
Mills College
BA, Economics
Partner Fund Management (PFM) November 2010 - Present
Standard Pacific Capital February 2004 - September 2009
Robertson Stephens 2000 - 2002
Lend Lease Rosen 1998 - 1999
Barra November 1995 - May 1998
Skills
Alternative Investments, Hedge Funds, Derivatives, Valuation, Mutual Funds, Securities, Asset Management, Portfolio Management, Trading, Settlement, Equities, Financial Modeling, Credit
Education
Mills College
BA, Economics
Randy Klafehn's Robertson Stephens Experience March 1998 - March 2003
Job VP Desktop Services & Market Data Systems
Industry Financial Services
Experience
Macquarie Group June 2013 - Present
Gleacher & Company March 2005 - May 2013
Citadel LLC July 2004 - March 2005
Robertson Stephens March 1998 - March 2003
Skills
Trading Systems, Fixed Income Technology, Desktop Administration, Desktop Support..., Help Desk Support, Application support, Market Data, Market Data Systems, Vendor Management, Bloomberg Administrator, Equity Trading, Bloomberg, Fixed Income, Equities, Financial Markets, Electronic Trading, Investment Banking, Trading, Investments, Risk Management, Project management, Contract Management, Server Administration, FINRA, Project Management, Management
Education
Monterey Peninsula College
Macquarie Group June 2013 - Present
Gleacher & Company March 2005 - May 2013
Citadel LLC July 2004 - March 2005
Robertson Stephens March 1998 - March 2003
Skills
Trading Systems, Fixed Income Technology, Desktop Administration, Desktop Support..., Help Desk Support, Application support, Market Data, Market Data Systems, Vendor Management, Bloomberg Administrator, Equity Trading, Bloomberg, Fixed Income, Equities, Financial Markets, Electronic Trading, Investment Banking, Trading, Investments, Risk Management, Project management, Contract Management, Server Administration, FINRA, Project Management, Management
Education
Monterey Peninsula College
Joerg Beekmann's Robertson Stephens Experience 1998 - 1999
Job Director at DeepCove Labs
Industry Financial Services
Experience
DeepCove Labs DirectorDeepCove LabsOctober 2001 - Present
Equinix 2000 - 2001
IBM Global Services September 1998 - March 2000
Robertson Stevenson 1998 - 1999
Robertson Stephens 1998 - 1999
Education
The University of British Columbia 1980 — 1985
BSc, Geology
DeepCove Labs DirectorDeepCove LabsOctober 2001 - Present
Equinix 2000 - 2001
IBM Global Services September 1998 - March 2000
Robertson Stevenson 1998 - 1999
Robertson Stephens 1998 - 1999
Education
The University of British Columbia 1980 — 1985
BSc, Geology
Tod Sacerdoti Tod Sacerdoti's Robertson Stephens Experience July 2000 - June 2001
Job VP, Display & Video Ad Products at Yahoo!
Industry Internet
Experience
Yahoo September 2015 - Present
BrightRoll June 2006 - Present
ReTargeter LLC May 2005 - Present
Magnetic 2005 - Present
Slide February 2001 - Present
Plaxo Inc. October 2004 - May 2006
Spoke Software December 2003 - 2004
Universal Music Group June 2002 - September 2002
Robertson Stephens July 2000 - June 2001
Robertson Stephens July 1999 - June 2000
Skills
Online Advertising, Web Video, Event Marketing, Social Entrepreneurship, Online Video, Domain Names, Networking, Microsoft Office, Public Speaking, Financial Modeling, Humor, Start-ups, Entrepreneurship, Video Ads, Digital Media, Leadership Development, Event Planning, Community Outreach, Listener, Communication, Digital Marketing, Mid-size, Availability, Website Development, Loyal, Cultural Awareness, Business Analysis, Business Process..., CEOs, Product Development, Technical Recruiting, Interactive Advertising, Advertising, Lead Generation, E-commerce, Strategic Partnerships, Business Strategy, Business Development, Online Marketing, Ad Networks, Web Analytics, Strategy, New Media, Display Advertising, Venture Capital, Analytics, SEM, Mobile Advertising, Mobile Marketing, Digital Strategy
Education
Stanford Graduate School of Business 2001 — 2003
MBA
Yale University 1995 — 1999
B.A.
Palo Alto High School 1991 — 1995
Yahoo September 2015 - Present
BrightRoll June 2006 - Present
ReTargeter LLC May 2005 - Present
Magnetic 2005 - Present
Slide February 2001 - Present
Plaxo Inc. October 2004 - May 2006
Spoke Software December 2003 - 2004
Universal Music Group June 2002 - September 2002
Robertson Stephens July 2000 - June 2001
Robertson Stephens July 1999 - June 2000
Skills
Online Advertising, Web Video, Event Marketing, Social Entrepreneurship, Online Video, Domain Names, Networking, Microsoft Office, Public Speaking, Financial Modeling, Humor, Start-ups, Entrepreneurship, Video Ads, Digital Media, Leadership Development, Event Planning, Community Outreach, Listener, Communication, Digital Marketing, Mid-size, Availability, Website Development, Loyal, Cultural Awareness, Business Analysis, Business Process..., CEOs, Product Development, Technical Recruiting, Interactive Advertising, Advertising, Lead Generation, E-commerce, Strategic Partnerships, Business Strategy, Business Development, Online Marketing, Ad Networks, Web Analytics, Strategy, New Media, Display Advertising, Venture Capital, Analytics, SEM, Mobile Advertising, Mobile Marketing, Digital Strategy
Education
Stanford Graduate School of Business 2001 — 2003
MBA
Yale University 1995 — 1999
B.A.
Palo Alto High School 1991 — 1995
Robert Cockburn Robert Cockburn's Robertson Stephens Experience May 2001 - July 2002
Job Chief Financial Officer at Kaplan Test Prep and Admissions
Industry Publishing
Experience
Kaplan Test Prep and Admissions March 2012 - Present
Kaplan April 2010 - March 2012
Piper Jaffray April 2008 - April 2009
Jefferies & Company March 2005 - April 2008
SG Cowen July 2002 - March 2005
Robertson Stephens May 2001 - July 2002
Prudential Securities August 1997 - May 2001
The Hartford Courant October 1990 - May 1995
Skills
Management, Corporate Finance, Mergers & Acquisitions, Sales, Investment Banking, Financial Modeling, Telecommunications, Mergers, Strategic Planning, Finance, Business Development, Venture Capital, Private Equity, Equities, Strategy, Strategic Partnerships, Valuation, Due Diligence, Investments, Corporate Development, Capital Markets, Start-ups, Financial Analysis, Business Strategy
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Business
Trinity College-Hartford 1986 — 1990
BA, History
Kaplan Test Prep and Admissions March 2012 - Present
Kaplan April 2010 - March 2012
Piper Jaffray April 2008 - April 2009
Jefferies & Company March 2005 - April 2008
SG Cowen July 2002 - March 2005
Robertson Stephens May 2001 - July 2002
Prudential Securities August 1997 - May 2001
The Hartford Courant October 1990 - May 1995
Skills
Management, Corporate Finance, Mergers & Acquisitions, Sales, Investment Banking, Financial Modeling, Telecommunications, Mergers, Strategic Planning, Finance, Business Development, Venture Capital, Private Equity, Equities, Strategy, Strategic Partnerships, Valuation, Due Diligence, Investments, Corporate Development, Capital Markets, Start-ups, Financial Analysis, Business Strategy
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Business
Trinity College-Hartford 1986 — 1990
BA, History
Matt Holscher Matt Holscher's Robertson Stephens Experience 1999 - 2001
Job Director Business Development at PENSCO Trust Company
Industry Capital Markets
Experience
Dash Financial January 2011 - March 2015
Newedge April 2009 - December 2010
PacificCrest June 2007 - November 2008
Serena Software June 2006 - June 2007
CARLIN CAPITAL July 2005 - April 2006
HCM June 2003 - June 2005
WR Hambrecht + Co 2001 - 2003
Robertson Stephens 1999 - 2001
Volpe Brown Whelan 1998 - 1999
Genesis Merchant Group 1994 - 1999
Skills
Trading, Equities, Options, Sales Management, Smart Order Routing, Electronic Trading
Education
University of California, Berkeley 1986 — 1990
B.A, Rhetoric
Loyola HIgh School 1982 — 1986
Dash Financial January 2011 - March 2015
Newedge April 2009 - December 2010
PacificCrest June 2007 - November 2008
Serena Software June 2006 - June 2007
CARLIN CAPITAL July 2005 - April 2006
HCM June 2003 - June 2005
WR Hambrecht + Co 2001 - 2003
Robertson Stephens 1999 - 2001
Volpe Brown Whelan 1998 - 1999
Genesis Merchant Group 1994 - 1999
Skills
Trading, Equities, Options, Sales Management, Smart Order Routing, Electronic Trading
Education
University of California, Berkeley 1986 — 1990
B.A, Rhetoric
Loyola HIgh School 1982 — 1986
Sara Michel Osberg's Robertson Stephens Experience 1998 - 2000
Job Director at Gallatin Capital LLC
Industry Investment Management
Experience
Gallatin Capital LLC October 2009 - Present
Altima Advisors Americas LP July 2006 - May 2009
ING Investment Management November 2003 - July 2006
Madison Capital Management November 2001 - May 2003
Firepond July 2000 - June 2001
Robertson Stephens 1998 - 2000
Education
Trinity College-Hartford 1994 — 1998
Bachelor of Arts (B.A.), Economics
Gallatin Capital LLC October 2009 - Present
Altima Advisors Americas LP July 2006 - May 2009
ING Investment Management November 2003 - July 2006
Madison Capital Management November 2001 - May 2003
Firepond July 2000 - June 2001
Robertson Stephens 1998 - 2000
Education
Trinity College-Hartford 1994 — 1998
Bachelor of Arts (B.A.), Economics
Aaron Ross ★ Aaron Ross ★'s Robertson Stephens Experience June 1994 - September 1996
Job Author of #1 bestseller "Predictable Revenue"; dad of 7
Industry Computer Software
Experience
Predictable Revenue, Inc. November 2008 - Present
PebbleStorm March 2008 - July 2011
Alloy Ventures March 2007 - March 2008
Salesforce.com September 2005 - September 2006
Salesforce.com September 2002 - September 2005
LeaseExchange (now eLease.com) February 1999 - March 2001
Pandesic June 1997 - February 1999
Robertson Stephens June 1994 - September 1996
Skills
Sales Management, Lead Generation, Inside Sales, Entrepreneurship, Coaching, Telemarketing, Marketing Strategy, Sales, Cold Calling, Sales Operations, Sales Leads, Sales Process, Direct Sales, Outbound Marketing, Outbound Training, Sales Leadership..., Sales Rep Training, Salesforce Training, Prospecting Skills, Prospecting New Accounts, Management, Executive Coaching, Management Coaching, Business Coaching, Published Author, Salesforce.com, Sales Growth, Revenue, Life Coaching, Lifestyle, Financial Freedom, Demand Generation, Webinars, Phone Skills, Start-ups, Strategy, SaaS, Business Development, Go-to-market Strategy, Mobile Devices, Strategic Partnerships, Marketing Automation, Lead Management, New Business Development, Sales Enablement, Business Alliances, Product Marketing, Telephone Skills
Education
Stanford University 1990 — 1994
BS
Palo Alto High School 1986 — 1990
Predictable Revenue, Inc. November 2008 - Present
PebbleStorm March 2008 - July 2011
Alloy Ventures March 2007 - March 2008
Salesforce.com September 2005 - September 2006
Salesforce.com September 2002 - September 2005
LeaseExchange (now eLease.com) February 1999 - March 2001
Pandesic June 1997 - February 1999
Robertson Stephens June 1994 - September 1996
Skills
Sales Management, Lead Generation, Inside Sales, Entrepreneurship, Coaching, Telemarketing, Marketing Strategy, Sales, Cold Calling, Sales Operations, Sales Leads, Sales Process, Direct Sales, Outbound Marketing, Outbound Training, Sales Leadership..., Sales Rep Training, Salesforce Training, Prospecting Skills, Prospecting New Accounts, Management, Executive Coaching, Management Coaching, Business Coaching, Published Author, Salesforce.com, Sales Growth, Revenue, Life Coaching, Lifestyle, Financial Freedom, Demand Generation, Webinars, Phone Skills, Start-ups, Strategy, SaaS, Business Development, Go-to-market Strategy, Mobile Devices, Strategic Partnerships, Marketing Automation, Lead Management, New Business Development, Sales Enablement, Business Alliances, Product Marketing, Telephone Skills
Education
Stanford University 1990 — 1994
BS
Palo Alto High School 1986 — 1990
Brian Mikalis's Robertson Stephens Experience 1998 - 1998
Job SVP, Monetization & MidMarket Sales at Pandora
Industry Online Media
Experience
Pandora February 2012 - Present
Pandora February 2009 - February 2012
AdReady, Inc July 2007 - January 2009
AOL, Inc December 1998 - July 2007
Robertson Stephens 1998 - 1998
Montgomery Asset Management 1997 - 1998
Skills
Online Advertising, Mobile Advertising, Strategic Planning, Radio Advertising, Business Analysis, Yield Management, Advertising, Digital Media, Behavioral Targeting, Consultative Selling, Strategic Partnerships, Advertising Sales, Ad Serving, Interactive Marketing, Mobile Marketing, Online Marketing, Digital Marketing, Digital Strategy, P&L Management, Monetization, Direct Marketing, New Business Development, Mobile, Revenue Management, Mobile Applications, Sales Management, Product Development, Strategy, Marketing, Business Development, Mobile Devices, Selling
Education
Saint Marys College of California 2004 — 2006
MBA
University of California at Santa Barbara 1993 — 1997
Bachelor, Economics - Accounting Emphasis
Pandora February 2012 - Present
Pandora February 2009 - February 2012
AdReady, Inc July 2007 - January 2009
AOL, Inc December 1998 - July 2007
Robertson Stephens 1998 - 1998
Montgomery Asset Management 1997 - 1998
Skills
Online Advertising, Mobile Advertising, Strategic Planning, Radio Advertising, Business Analysis, Yield Management, Advertising, Digital Media, Behavioral Targeting, Consultative Selling, Strategic Partnerships, Advertising Sales, Ad Serving, Interactive Marketing, Mobile Marketing, Online Marketing, Digital Marketing, Digital Strategy, P&L Management, Monetization, Direct Marketing, New Business Development, Mobile, Revenue Management, Mobile Applications, Sales Management, Product Development, Strategy, Marketing, Business Development, Mobile Devices, Selling
Education
Saint Marys College of California 2004 — 2006
MBA
University of California at Santa Barbara 1993 — 1997
Bachelor, Economics - Accounting Emphasis
Chris Donat, CFA Chris Donat, CFA's Robertson Stephens Experience January 1999 - August 2001
Job Managing Director at Sandler O'Neill
Industry Capital Markets
Experience
Sandler O'Neill August 2005 - Present
Jefferies & Company June 2003 - August 2005
Brilleon Capital August 2001 - May 2003
Robertson Stephens January 1999 - August 2001
White & Case March 1996 - June 1998
Atlantic Council of the United States September 1991 - August 1993
Skills
Capital Markets, Equity Research, Trading, Banking, Start-ups, Mutual Funds, Hedge Funds, Equities, Valuation, Investment Banking, Private Equity, Bloomberg, Fixed Income, Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
M.A., International Economics and European Studies
Pomona College 1987 — 1991
B.A., International Relations
Summit Senior High School 1984 — 1987
Sandler O'Neill August 2005 - Present
Jefferies & Company June 2003 - August 2005
Brilleon Capital August 2001 - May 2003
Robertson Stephens January 1999 - August 2001
White & Case March 1996 - June 1998
Atlantic Council of the United States September 1991 - August 1993
Skills
Capital Markets, Equity Research, Trading, Banking, Start-ups, Mutual Funds, Hedge Funds, Equities, Valuation, Investment Banking, Private Equity, Bloomberg, Fixed Income, Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
M.A., International Economics and European Studies
Pomona College 1987 — 1991
B.A., International Relations
Summit Senior High School 1984 — 1987
Jeff Becker Jeff Becker's Robertson Stephens Experience 1998 - 2001
Job Managing Director, CoHead of Technology Investment Banking at Jordan, Edmiston Group
Industry Investment Banking
Experience
Jordan Edmiston Group October 2014 - Present
America's Growth Capital October 2010 - September 2014
JMP Securities February 2006 - September 2010
ThinkEquity Partners 2004 - 2006
RBC Capital Markets 2001 - 2003
Robertson Stephens 1998 - 2001
Cowen and Company 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance & Accounting
Lehigh University - College of Business and Economics 1986 — 1990
B.S., Finance
Jordan Edmiston Group October 2014 - Present
America's Growth Capital October 2010 - September 2014
JMP Securities February 2006 - September 2010
ThinkEquity Partners 2004 - 2006
RBC Capital Markets 2001 - 2003
Robertson Stephens 1998 - 2001
Cowen and Company 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance & Accounting
Lehigh University - College of Business and Economics 1986 — 1990
B.S., Finance
Thomas Krause Thomas Krause's Robertson Stephens Experience July 2000 - February 2002
Job
Industry Semiconductors
Experience
Avago Technologies January 2012 - Present
Krause Consulting Group January 2009 - February 2012
Techwell April 2004 - December 2008
Technology Crossover Ventures March 2002 - April 2004
Robertson Stephens July 2000 - February 2002
Skills
Corporate Development, Investor Relations, Venture Capital
Education
Princeton University 1996 — 2000
AB
Avago Technologies January 2012 - Present
Krause Consulting Group January 2009 - February 2012
Techwell April 2004 - December 2008
Technology Crossover Ventures March 2002 - April 2004
Robertson Stephens July 2000 - February 2002
Skills
Corporate Development, Investor Relations, Venture Capital
Education
Princeton University 1996 — 2000
AB
Jeff Lipschutz Jeff Lipschutz's Robertson Stephens Experience 1999 - 2002
Job President Owner at Access Telecom LLC
Industry Financial Services
Experience
Access Telecom LLC December 2009 - Present
Dick Greenfield Chrysler Jeep December 2011 - December 2012
Fidessa Corporation May 2008 - September 2009
Investment Technology Group February 2006 - February 2008
Sungard Brass April 2004 - February 2006
Spectrum Administrators April 2003 - July 2003
Robertson Stephens 1999 - 2002
Skills
Wealth, Retirement Planning, Financial Services, Order Management, Options, Electronic Trading, Financial Goals, Trading, Asset Managment, Financial Markets, Equities, Strategic Financial..., Market Data, Trading Systems, CRM, Asset Management, Business Analysis, Business Process, Capital Markets, Hedge Funds, Investments, Portfolio Management, Risk Management, Product Management, Securities, Strategy, Derivatives
Education
Seton Hall University 1981 — 1985
BA, Psychology, Business
Edison High School 1978 — 1981
Access Telecom LLC December 2009 - Present
Dick Greenfield Chrysler Jeep December 2011 - December 2012
Fidessa Corporation May 2008 - September 2009
Investment Technology Group February 2006 - February 2008
Sungard Brass April 2004 - February 2006
Spectrum Administrators April 2003 - July 2003
Robertson Stephens 1999 - 2002
Skills
Wealth, Retirement Planning, Financial Services, Order Management, Options, Electronic Trading, Financial Goals, Trading, Asset Managment, Financial Markets, Equities, Strategic Financial..., Market Data, Trading Systems, CRM, Asset Management, Business Analysis, Business Process, Capital Markets, Hedge Funds, Investments, Portfolio Management, Risk Management, Product Management, Securities, Strategy, Derivatives
Education
Seton Hall University 1981 — 1985
BA, Psychology, Business
Edison High School 1978 — 1981
Wes Golladay, CFA Wes Golladay, CFA's Robertson Stephens Experience September 1999 - July 2003
Job Equity Research at RBC Capital Markets
Industry Investment Management
Experience
Royal Bank of Canada September 2007 - Present
Loomis Sayles June 2006 - August 2006
Symphony Asset Management August 2003 - August 2005
Robertson Stephens September 1999 - July 2003
Skills
Financial Modeling, Excel, Financial Analysis, Equity Research, Investments, Equities, Valuation, Equity Valuation, Financial Markets, Securities, Real Estate, DCF, Capital Markets, Research, Forecasting
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Finance - Accounting
University of California, Riverside 1998 — 1999
B.S., Finance
Royal Bank of Canada September 2007 - Present
Loomis Sayles June 2006 - August 2006
Symphony Asset Management August 2003 - August 2005
Robertson Stephens September 1999 - July 2003
Skills
Financial Modeling, Excel, Financial Analysis, Equity Research, Investments, Equities, Valuation, Equity Valuation, Financial Markets, Securities, Real Estate, DCF, Capital Markets, Research, Forecasting
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Finance - Accounting
University of California, Riverside 1998 — 1999
B.S., Finance
Arnab Chanda Arnab Chanda's Robertson Stephens Experience February 1999 - June 2000
Job Senior Director, Investor Relations at NVIDIA
Industry Semiconductors
Experience
NVIDIA February 2015 - Present
OmniVision Technologies, Inc. February 2013 - January 2015
Avian Securities February 2012 - December 2012
Roth Capital Partners February 2009 - November 2011
Deutsche Bank March 2007 - January 2009
Lehman Brothers July 2000 - February 2007
Robertson Stephens February 1999 - June 2000
Robertson Stephens January 1998 - February 1999
Robertson Stephens July 1996 - December 1997
Skills
Technology Expert, Startup Consulting, Semiconductors, Financial Modeling, Strategy Development, Corporate Development, Competitive Analysis, Equities, Entrepreneurship, Business Development, Investment Banking, Product Management, Strategy, Venture Capital, Hedge Funds, Corporate Finance, Valuation, Equity Research, Start-ups, Analytics, Cross-functional Team..., IC, Financial Analysis, Due Diligence, Capital Markets, Electronics, Asset Management, Portfolio Management, Private Equity, Emerging Markets, Bloomberg, Equity Valuation, Alternative Investments, Securities, M&A experience, Trading, Structured Finance, Financial Markets, Mergers & Acquisitions, Finance, Investor Relations, Investment Management, IPO
Education
Stanford University 1992 — 1996
BS
St James School 1990 — 1992
St Lawrence High School 1987 — 1990
NVIDIA February 2015 - Present
OmniVision Technologies, Inc. February 2013 - January 2015
Avian Securities February 2012 - December 2012
Roth Capital Partners February 2009 - November 2011
Deutsche Bank March 2007 - January 2009
Lehman Brothers July 2000 - February 2007
Robertson Stephens February 1999 - June 2000
Robertson Stephens January 1998 - February 1999
Robertson Stephens July 1996 - December 1997
Skills
Technology Expert, Startup Consulting, Semiconductors, Financial Modeling, Strategy Development, Corporate Development, Competitive Analysis, Equities, Entrepreneurship, Business Development, Investment Banking, Product Management, Strategy, Venture Capital, Hedge Funds, Corporate Finance, Valuation, Equity Research, Start-ups, Analytics, Cross-functional Team..., IC, Financial Analysis, Due Diligence, Capital Markets, Electronics, Asset Management, Portfolio Management, Private Equity, Emerging Markets, Bloomberg, Equity Valuation, Alternative Investments, Securities, M&A experience, Trading, Structured Finance, Financial Markets, Mergers & Acquisitions, Finance, Investor Relations, Investment Management, IPO
Education
Stanford University 1992 — 1996
BS
St James School 1990 — 1992
St Lawrence High School 1987 — 1990
Tom Garvey Tom Garvey's Robertson Stephens Experience January 1997 - May 2000
Job Control Officer
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Macquarie Bank June 2007 - June 2015
Morgan Stanley March 2006 - June 2007
JPMorgan May 2000 - February 2006
Robertson Stephens January 1997 - May 2000
National Association of Securities Dealers February 1993 - November 1996
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
St Mary's Boys H.S.
JPMorgan Chase & Co. June 2015 - Present
Macquarie Bank June 2007 - June 2015
Morgan Stanley March 2006 - June 2007
JPMorgan May 2000 - February 2006
Robertson Stephens January 1997 - May 2000
National Association of Securities Dealers February 1993 - November 1996
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
St Mary's Boys H.S.
Robert McIntyre's Robertson Stephens Experience 1998 - 1999
Job VP, Business Development at TeselaGen Biotechnology
Industry Information Technology and Services
Experience
TeselaGen Biotechnology February 2014 - Present
UC Berkeley Women's Water Polo Club 2012 - 2015
NextBio 2012 - 2012
Illumina 2011 - 2012
Visyx 2006 - 2008
CMEA Capital 2004 - 2008
H.I.G. Capital 2001 - 2004
AirWave Wireless 2000 - 2001
Robertson Stephens 1998 - 1999
Skills
Mergers, Corporate Development, Venture Capital, Mergers & Acquisitions, Business Development, Leadership, Strategic Planning, Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Palmer Scholar
Massachusetts Institute of Technology 1994 — 1998
BS, Chemical Engineering
TeselaGen Biotechnology February 2014 - Present
UC Berkeley Women's Water Polo Club 2012 - 2015
NextBio 2012 - 2012
Illumina 2011 - 2012
Visyx 2006 - 2008
CMEA Capital 2004 - 2008
H.I.G. Capital 2001 - 2004
AirWave Wireless 2000 - 2001
Robertson Stephens 1998 - 1999
Skills
Mergers, Corporate Development, Venture Capital, Mergers & Acquisitions, Business Development, Leadership, Strategic Planning, Investments
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Palmer Scholar
Massachusetts Institute of Technology 1994 — 1998
BS, Chemical Engineering
Julia Leary's Robertson Stephens Experience 1996 - 2000
Job Sr. Employment Specialist at Lawrence Livermore National Laboratory
Industry Staffing and Recruiting
Experience
Lawrence Livermore National Laboratory September 2010 - Present
Leary Staffing Group April 2008 - Present
McGrath RentCorp September 2007 - April 2008
Boston Market Corp. 2004 - 2007
Robert Half International 2000 - 2003
Robertson Stephens 1996 - 2000
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Technical Recruiting, College Recruiting, Talent Management, Social Media, Human Resources, Strategic Sourcing, Behavioral Interviewing, DDI Certified, CRM, Management, Strategy, Temporary Placement, Onboarding, Hiring, Training, Sourcing, Workforce Planning, Sales, Search, Interviews, Leadership, Time Management, Employee Relations, Project Planning, Networking, Job Descriptions, Deferred Compensation, HRIS, Personnel Management, Negotiation
Education
Alameda High School
Alameda High School
Alameda High School
San Francisco State University
BA, Political Science
Lawrence Livermore National Laboratory September 2010 - Present
Leary Staffing Group April 2008 - Present
McGrath RentCorp September 2007 - April 2008
Boston Market Corp. 2004 - 2007
Robert Half International 2000 - 2003
Robertson Stephens 1996 - 2000
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Technical Recruiting, College Recruiting, Talent Management, Social Media, Human Resources, Strategic Sourcing, Behavioral Interviewing, DDI Certified, CRM, Management, Strategy, Temporary Placement, Onboarding, Hiring, Training, Sourcing, Workforce Planning, Sales, Search, Interviews, Leadership, Time Management, Employee Relations, Project Planning, Networking, Job Descriptions, Deferred Compensation, HRIS, Personnel Management, Negotiation
Education
Alameda High School
Alameda High School
Alameda High School
San Francisco State University
BA, Political Science
Andrew Reid Andrew Reid's Robertson Stephens Experience June 1997 - March 1999
Job President Digital | Head of Strategic Development
Industry Internet
Experience
Hanley Wood September 2009 - Present
Hanley Wood September 2007 - September 2009
Reuters April 2003 - September 2007
IntraLinks 2006 - 2007
Multex March 1999 - May 2003
Robertson Stephens June 1997 - March 1999
Skills
Private Equity, Valuation, Mergers, Contract Negotiation, Business Strategy, Product Management, Investments, Strategic Planning, Strategic Partnerships, Due Diligence, Business Development, Market Research, New Business Development, Financial Modeling, Big Data, Digital Strategy, Digital Marketing, Online Advertising, Data, Interactive Advertising, Email Marketing, Mergers & Acquisitions, Digital Media, Social Media Marketing, Direct Marketing, Analytics, Integrated Marketing, Lead Generation, Marketing Strategy, CRM, E-commerce, Online Marketing, Product Marketing, Marketing Communications, Start-ups, Venture Capital, Brand Management, Portfolio Management, Strategy, Product Development, Competitive Analysis, B2B, SEM, Content Strategy, Finance, Corporate Development, Interactive Marketing, Executive Management, B2B Marketing, Marketing
Education
University of California, Berkeley 1993 — 1997
Bachelor's degree
St. Ignatius 1989 — 1993
Hanley Wood September 2009 - Present
Hanley Wood September 2007 - September 2009
Reuters April 2003 - September 2007
IntraLinks 2006 - 2007
Multex March 1999 - May 2003
Robertson Stephens June 1997 - March 1999
Skills
Private Equity, Valuation, Mergers, Contract Negotiation, Business Strategy, Product Management, Investments, Strategic Planning, Strategic Partnerships, Due Diligence, Business Development, Market Research, New Business Development, Financial Modeling, Big Data, Digital Strategy, Digital Marketing, Online Advertising, Data, Interactive Advertising, Email Marketing, Mergers & Acquisitions, Digital Media, Social Media Marketing, Direct Marketing, Analytics, Integrated Marketing, Lead Generation, Marketing Strategy, CRM, E-commerce, Online Marketing, Product Marketing, Marketing Communications, Start-ups, Venture Capital, Brand Management, Portfolio Management, Strategy, Product Development, Competitive Analysis, B2B, SEM, Content Strategy, Finance, Corporate Development, Interactive Marketing, Executive Management, B2B Marketing, Marketing
Education
University of California, Berkeley 1993 — 1997
Bachelor's degree
St. Ignatius 1989 — 1993
Kara McPhail Kara McPhail's Robertson Stephens Experience 1997 - 2000
Job Executive Assistant
Industry Financial Services
Experience
Self-employed 2009 - Present
TPG Capital 2006 - 2009
Magnetar Capital 2004 - 2005
SAC Capital 2002 - 2003
Deutsche Bank 2000 - 2001
Robertson Stephens 1997 - 2000
Skills
Event Planning, Calendaring, Administrative..., Customer Service, Strategic Planning
Education
Stephen F. Austin State University 1990 — 1995
Bachelor's degree
Self-employed 2009 - Present
TPG Capital 2006 - 2009
Magnetar Capital 2004 - 2005
SAC Capital 2002 - 2003
Deutsche Bank 2000 - 2001
Robertson Stephens 1997 - 2000
Skills
Event Planning, Calendaring, Administrative..., Customer Service, Strategic Planning
Education
Stephen F. Austin State University 1990 — 1995
Bachelor's degree
J.T. Stephens J.T. Stephens's Robertson Stephens Experience July 2000 - July 2002
Job Vice President, Technology Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2009 - Present
Contour Venture Partners December 2009 - July 2010
Mohr Davidow Ventures April 2008 - July 2008
Six Apart September 2006 - April 2008
Overstock.com October 2003 - September 2006
Robertson Stephens July 2000 - July 2002
Skills
Investment Banking, Venture Capital, Business Strategy, eCommerce, Digital Media, Online Marketing, Strategic Consulting, E-commerce, Online Advertising, Mergers & Acquisitions, Equities, Leadership, Strategic Partnerships, Marketing Strategy, Digital Marketing, IPO, Sales, Business Development, Marketing, Investments, Management, Strategy, SaaS, Market Research, Start-ups, Corporate Development, Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Majors - Finance, Strategic Management, Entrepreneurship
University of California, Berkeley 1996 — 2000
BA, English Literature
RBC Capital Markets July 2009 - Present
Contour Venture Partners December 2009 - July 2010
Mohr Davidow Ventures April 2008 - July 2008
Six Apart September 2006 - April 2008
Overstock.com October 2003 - September 2006
Robertson Stephens July 2000 - July 2002
Skills
Investment Banking, Venture Capital, Business Strategy, eCommerce, Digital Media, Online Marketing, Strategic Consulting, E-commerce, Online Advertising, Mergers & Acquisitions, Equities, Leadership, Strategic Partnerships, Marketing Strategy, Digital Marketing, IPO, Sales, Business Development, Marketing, Investments, Management, Strategy, SaaS, Market Research, Start-ups, Corporate Development, Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Majors - Finance, Strategic Management, Entrepreneurship
University of California, Berkeley 1996 — 2000
BA, English Literature
Jason Miles's Robertson Stephens Experience 1998 - 1999
Job Private Equity, Investment Banking, Corporate Strategy
Industry Venture Capital & Private Equity
Experience
Progress Investment Management Company 2011 - Present
Crayvit.com 2010 - Present
Bank of America 2006 - 2010
Viant Capital 2003 - 2006
Banc of America Securities 1999 - 2002
Robertson Stephens 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
Morehouse College 1993 — 1997
Bachelor's Degree
St. Ignatius College Preparatory 1989 — 1993
High School
Progress Investment Management Company 2011 - Present
Crayvit.com 2010 - Present
Bank of America 2006 - 2010
Viant Capital 2003 - 2006
Banc of America Securities 1999 - 2002
Robertson Stephens 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
Morehouse College 1993 — 1997
Bachelor's Degree
St. Ignatius College Preparatory 1989 — 1993
High School
Ryan Weidenmiller's Robertson Stephens Experience August 2000 - September 2001
Job CoFounder/CEO at Karmic Labs
Industry Financial Services
Experience
Karmic Labs April 2014 - Present
Launchpay September 2012 - April 2014
Acacia Capital Management January 2009 - September 2012
Susquehanna International Group September 2001 - December 2008
Robertson Stephens August 2000 - September 2001
Robertson Stephens August 1999 - August 2000
PaineWebber 1998 - 1999
Skills
Venture Capital, Business Development, Strategy Execution, Organizational Structure, Organizational..., Board of Director..., Identification of new..., Technology, Leadership, Investing in public..., Strategic Thinking, Organizational Design, Market Entry, Entrepreneurship, Partner Management, Deal Execution, International..., Greenfield Development, Interpersonal..., Contract Negotiation, Data Network, Internet Strategy, Telecommunications, Consumer Services, Medical Devices, Consumer Products, Creative Solutions, IPO, Hedge Funds, Investments, Board of Directors, Portfolio Management, Corporate Development, E-commerce, Equity Research
Education
University of Pittsburgh 1994 — 1998
BS, Economics
Stanford Graduate School of Business 2010 — 2010
Executive Program in Strategy & Organization
Karmic Labs April 2014 - Present
Launchpay September 2012 - April 2014
Acacia Capital Management January 2009 - September 2012
Susquehanna International Group September 2001 - December 2008
Robertson Stephens August 2000 - September 2001
Robertson Stephens August 1999 - August 2000
PaineWebber 1998 - 1999
Skills
Venture Capital, Business Development, Strategy Execution, Organizational Structure, Organizational..., Board of Director..., Identification of new..., Technology, Leadership, Investing in public..., Strategic Thinking, Organizational Design, Market Entry, Entrepreneurship, Partner Management, Deal Execution, International..., Greenfield Development, Interpersonal..., Contract Negotiation, Data Network, Internet Strategy, Telecommunications, Consumer Services, Medical Devices, Consumer Products, Creative Solutions, IPO, Hedge Funds, Investments, Board of Directors, Portfolio Management, Corporate Development, E-commerce, Equity Research
Education
University of Pittsburgh 1994 — 1998
BS, Economics
Stanford Graduate School of Business 2010 — 2010
Executive Program in Strategy & Organization
Jeff Colin's Robertson Stephens Experience 2001 - 2002
Job
Industry Financial Services
Experience
Baker Street Advisors, LLC August 2003 - Present
Deutsche Bank Alex. Brown December 2002 - August 2003
Deustche Bank Alex Brown December 2002 - August 2003
Robertson Stephens 2001 - 2002
myCFO 2000 - 2001
Goldman Sachs 1991 - 2000
Skills
Investments, Asset Allocation, Hedge Funds, Private Equity, Alternative Investments, Wealth Management..., Investment Advisory, Portfolio Management, Investment Management, High Net Worth..., Investment Strategies, Real Estate, Wealth Management, Equities, Venture Capital, Financial Advisory, Finance
Education
J.L. Kellogg Graduate School of Management 1989 — 1991
MBA
Northwestern University 1981 — 1985
BS
Baker Street Advisors, LLC August 2003 - Present
Deutsche Bank Alex. Brown December 2002 - August 2003
Deustche Bank Alex Brown December 2002 - August 2003
Robertson Stephens 2001 - 2002
myCFO 2000 - 2001
Goldman Sachs 1991 - 2000
Skills
Investments, Asset Allocation, Hedge Funds, Private Equity, Alternative Investments, Wealth Management..., Investment Advisory, Portfolio Management, Investment Management, High Net Worth..., Investment Strategies, Real Estate, Wealth Management, Equities, Venture Capital, Financial Advisory, Finance
Education
J.L. Kellogg Graduate School of Management 1989 — 1991
MBA
Northwestern University 1981 — 1985
BS
Mary Innes, PHR's Robertson Stephens Experience 1997 - 2002
Job Sr. Benefits Manager at GLOBALFOUNDRIES
Industry Human Resources
Experience
GLOBALFOUNDRIES October 2010 - Present
Fisher Investments January 2006 - October 2010
EDAW, Inc. August 2003 - January 2006
Robertson Stephens 1997 - 2002
Skills
Employee Benefits, Human Resources, Benefits Administration, HRIS, Onboarding, Employee Relations, PeopleSoft, Deferred Compensation, Talent Acquisition, Talent Management
Education
University of California, Berkeley
GLOBALFOUNDRIES October 2010 - Present
Fisher Investments January 2006 - October 2010
EDAW, Inc. August 2003 - January 2006
Robertson Stephens 1997 - 2002
Skills
Employee Benefits, Human Resources, Benefits Administration, HRIS, Onboarding, Employee Relations, PeopleSoft, Deferred Compensation, Talent Acquisition, Talent Management
Education
University of California, Berkeley
Chad Labrosse's Robertson Stephens Experience 1997 - 1999
Job Director at salesforce.com
Industry Computer Software
Experience
Salesforce August 2015 - Present
salesforce.com December 2013 - August 2015
salesforce.com November 2012 - November 2013
salesforce.com November 2010 - November 2012
Thomson Reuters August 2008 - October 2010
PhotoChannel Networks Inc. October 2007 - August 2008
Thomson Financial January 2002 - October 2007
Segal Graduate School of Business - Simon Fraser University January 2006 - August 2007
Shepherd Technologies, LLC February 1999 - September 2004
Robertson Stephens 1997 - 1999
Skills
.NET, C#, WPF, Insurance, Java, Software Development, Web Services, Distributed Systems, Cloud Computing, Web Applications, Enterprise Software, Scrum, Agile Methodologies, Software Project..., Agile Project Management, Software Engineering, Software Design, SOA, JavaScript, XML, SQL, Salesforce.com, Scalability, Enterprise Architecture, Java Enterprise Edition, Database Design, Oracle, Requirements Analysis, Architecture, Databases, Design Patterns, OOP, SaaS, Unix, System Architecture, Object Oriented Design, Visual Studio, SDLC, Eclipse
Education
Simon Fraser University 2006 — 2007
MBA, Business Administration
Simon Fraser University 1988 — 1993
B.Sc., Computer Science
North Surrey Senior Secondary 1984 — 1986
High School
Salesforce August 2015 - Present
salesforce.com December 2013 - August 2015
salesforce.com November 2012 - November 2013
salesforce.com November 2010 - November 2012
Thomson Reuters August 2008 - October 2010
PhotoChannel Networks Inc. October 2007 - August 2008
Thomson Financial January 2002 - October 2007
Segal Graduate School of Business - Simon Fraser University January 2006 - August 2007
Shepherd Technologies, LLC February 1999 - September 2004
Robertson Stephens 1997 - 1999
Skills
.NET, C#, WPF, Insurance, Java, Software Development, Web Services, Distributed Systems, Cloud Computing, Web Applications, Enterprise Software, Scrum, Agile Methodologies, Software Project..., Agile Project Management, Software Engineering, Software Design, SOA, JavaScript, XML, SQL, Salesforce.com, Scalability, Enterprise Architecture, Java Enterprise Edition, Database Design, Oracle, Requirements Analysis, Architecture, Databases, Design Patterns, OOP, SaaS, Unix, System Architecture, Object Oriented Design, Visual Studio, SDLC, Eclipse
Education
Simon Fraser University 2006 — 2007
MBA, Business Administration
Simon Fraser University 1988 — 1993
B.Sc., Computer Science
North Surrey Senior Secondary 1984 — 1986
High School
J. Keith Dunne's Robertson Stephens Experience 1996 - 2002
Job
Industry Investment Management
Experience
Saint Ignatius College Prep May 2013 - Present
Dunne Team January 2005 - Present
RBC Capital Markets June 2002 - December 2004
Robertson Stephens 1996 - 2002
Robert W. Baird September 1990 - March 1995
Prudential Securities 1988 - 1990
Mervyns 1985 - 1988
Mobil Oil 1981 - 1984
Skills
Financial Analysis, Valuation, Competitive Analysis, Investments, Portfolio Management, Due Diligence, Mortgage Lending, Securities, Investment Management, Finance, Equities, Financial Modeling, Equity Research, Management, Asset Management, Analysis, Private Equity, Investment Strategies
Education
University of Southern California 1983 — 1984
MBA, Finance/Economics
San Diego State University-California State University 1979 — 1981
BS, Finance
Saint Ignatius College Prep May 2013 - Present
Dunne Team January 2005 - Present
RBC Capital Markets June 2002 - December 2004
Robertson Stephens 1996 - 2002
Robert W. Baird September 1990 - March 1995
Prudential Securities 1988 - 1990
Mervyns 1985 - 1988
Mobil Oil 1981 - 1984
Skills
Financial Analysis, Valuation, Competitive Analysis, Investments, Portfolio Management, Due Diligence, Mortgage Lending, Securities, Investment Management, Finance, Equities, Financial Modeling, Equity Research, Management, Asset Management, Analysis, Private Equity, Investment Strategies
Education
University of Southern California 1983 — 1984
MBA, Finance/Economics
San Diego State University-California State University 1979 — 1981
BS, Finance
Ashley Still's Robertson Stephens Experience July 1998 - September 1999
Job
Industry Broadcast Media
Experience
Adobe March 2015 - Present
Adobe January 2015 - March 2015
Adobe Systems January 2009 - December 2014
Adobe Systems February 2008 - December 2008
Adobe Systems July 2004 - January 2008
eCircles.com August 1999 - September 2000
Robertson Stephens July 1998 - September 1999
Skills
Product Development, Product Management, Product Planning, Software Product..., SaaS, Video, Market Research, Cross-functional Team..., Usability Testing, Cloud Computing, Digital Media, Enterprise Software, Strategic Partnerships, Partner Management, Go-to-market Strategy, Business Development, Strategy, Start-ups, Management
Education
Stanford University Graduate School of Business 2002 — 2004
MBA
Yale University 1994 — 1998
BA, Economics and International Studies
National Cathedral School 1990 — 1994
Adobe March 2015 - Present
Adobe January 2015 - March 2015
Adobe Systems January 2009 - December 2014
Adobe Systems February 2008 - December 2008
Adobe Systems July 2004 - January 2008
eCircles.com August 1999 - September 2000
Robertson Stephens July 1998 - September 1999
Skills
Product Development, Product Management, Product Planning, Software Product..., SaaS, Video, Market Research, Cross-functional Team..., Usability Testing, Cloud Computing, Digital Media, Enterprise Software, Strategic Partnerships, Partner Management, Go-to-market Strategy, Business Development, Strategy, Start-ups, Management
Education
Stanford University Graduate School of Business 2002 — 2004
MBA
Yale University 1994 — 1998
BA, Economics and International Studies
National Cathedral School 1990 — 1994
Danny Hurwitz's Robertson Stephens Experience 2000 - 2002
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG March 2006 - Present
BTIG, LLC 2006 - 2014
Robertson Stephens 2000 - 2002
Goldman Sachs August 1993 - April 1999
Skills
Hedge Funds, Investments, FX Options, Portfolio Management, Venture Capital, Valuation, Asset Allocation, Equities, Trading Systems, Series 63, Risk Management, Equity Research, High Yield, Proprietary Trading, Investment Banking, Commodity, Securities, Mutual Funds, FINRA, Business Analysis, Financial Services, Financial Markets, Bloomberg, Equity Trading, Private Equity, Series 24, Alternative Investments, Financial Modeling, Capital Markets, Prime Brokerage, Financial Analysis, Credit Derivatives, ETFs, Strategic Planning, Electronic Trading, Financial Risk, Due Diligence, Derivatives, Trading Strategies, Series 7, Equity Derivatives, Trading, Fixed Income, Options, Asset Management, Wealth Management, Market Data, Bonds, Business Development, Executive Management
Education
Northwestern University - Kellogg School of Management 1992 — 1993
Masters of Management
Northwestern University 1981 — 1983
BS Communication Studies
BTIG March 2006 - Present
BTIG, LLC 2006 - 2014
Robertson Stephens 2000 - 2002
Goldman Sachs August 1993 - April 1999
Skills
Hedge Funds, Investments, FX Options, Portfolio Management, Venture Capital, Valuation, Asset Allocation, Equities, Trading Systems, Series 63, Risk Management, Equity Research, High Yield, Proprietary Trading, Investment Banking, Commodity, Securities, Mutual Funds, FINRA, Business Analysis, Financial Services, Financial Markets, Bloomberg, Equity Trading, Private Equity, Series 24, Alternative Investments, Financial Modeling, Capital Markets, Prime Brokerage, Financial Analysis, Credit Derivatives, ETFs, Strategic Planning, Electronic Trading, Financial Risk, Due Diligence, Derivatives, Trading Strategies, Series 7, Equity Derivatives, Trading, Fixed Income, Options, Asset Management, Wealth Management, Market Data, Bonds, Business Development, Executive Management
Education
Northwestern University - Kellogg School of Management 1992 — 1993
Masters of Management
Northwestern University 1981 — 1983
BS Communication Studies
Anne Marie Burgoyne's Robertson Stephens Experience 1996 - 1998
Job Managing Director, Social Innovation Initiative, Emerson Collective
Industry Philanthropy
Experience
Draper Richards Kaplan Foundation January 2005 - May 2013
United Cerebral Palsy of the Golden Gate 2003 - 2005
Community Gatepath 2002 - 2004
REDF 2002 - 2003
Digital Impact 1999 - 2001
Robertson Stephens 1996 - 1998
Skills
Non-profits, Business Strategy, Strategic Planning, Coaching, Capacity Building
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
University of Pennsylvania 1985 — 1990
BS from the Wharton School and BA from the College of Arts and Sciences, Statistics and Shakespearian Literature
Draper Richards Kaplan Foundation January 2005 - May 2013
United Cerebral Palsy of the Golden Gate 2003 - 2005
Community Gatepath 2002 - 2004
REDF 2002 - 2003
Digital Impact 1999 - 2001
Robertson Stephens 1996 - 1998
Skills
Non-profits, Business Strategy, Strategic Planning, Coaching, Capacity Building
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
University of Pennsylvania 1985 — 1990
BS from the Wharton School and BA from the College of Arts and Sciences, Statistics and Shakespearian Literature
Ranjit Survanshi's Robertson Stephens Experience July 2000 - June 2002
Job Vice President at Bowen Advisors
Industry Investment Banking
Experience
Bowen Advisors 2005 - Present
Novell October 2002 - May 2005
Robertson Stephens July 2000 - June 2002
Skills
Start-ups, Valuation, Corporate Development, Due Diligence, Investment Banking, Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Private Placements, Business Strategy, Mergers & Acquisitions, Venture Capital
Education
Massachusetts Institute of Technology 1996 — 2000
Bachelor of Science (BS), Chemical Engineering
Bowen Advisors 2005 - Present
Novell October 2002 - May 2005
Robertson Stephens July 2000 - June 2002
Skills
Start-ups, Valuation, Corporate Development, Due Diligence, Investment Banking, Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Private Placements, Business Strategy, Mergers & Acquisitions, Venture Capital
Education
Massachusetts Institute of Technology 1996 — 2000
Bachelor of Science (BS), Chemical Engineering
Kevin Glaser's Robertson Stephens Experience July 2001 - July 2002
Job HiCast Sports CFO & Corporate Development
Industry Sports
Experience
HiCast Sports April 2015 - Present
Genesis Capital February 2003 - March 2015
Stephens Inc. Investment Bankers August 2002 - February 2003
Robertson Stephens July 2001 - July 2002
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Management, Strategy, Valuation, New Business Development, Investments, Private Equity, Investment Banking, LBO, Corporate Finance, Restructuring, Private Placements, Equities
Education
The University of Georgia 1997 — 2001
Bachelor's Degree, Finance
The Lovett School
Class of 1997
HiCast Sports April 2015 - Present
Genesis Capital February 2003 - March 2015
Stephens Inc. Investment Bankers August 2002 - February 2003
Robertson Stephens July 2001 - July 2002
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Management, Strategy, Valuation, New Business Development, Investments, Private Equity, Investment Banking, LBO, Corporate Finance, Restructuring, Private Placements, Equities
Education
The University of Georgia 1997 — 2001
Bachelor's Degree, Finance
The Lovett School
Class of 1997
Ankur Desai's Robertson Stephens Experience July 2001 - July 2002
Job Analyst at Rocwood Capital
Industry Financial Services
Experience
Rocwood Capital February 2011 - June 2014
Galleon Group February 2005 - January 2010
Needham & Co October 2003 - January 2005
CDC IXIS August 2002 - October 2003
Robertson Stephens July 2001 - July 2002
Skills
Equity Research, Equities, Hedge Funds, Microsoft Office, PowerPoint, Bloomberg, Capital Markets, Financial Analysis, Portfolio Management
Education
Tufts University 1997 — 2001
Rocwood Capital February 2011 - June 2014
Galleon Group February 2005 - January 2010
Needham & Co October 2003 - January 2005
CDC IXIS August 2002 - October 2003
Robertson Stephens July 2001 - July 2002
Skills
Equity Research, Equities, Hedge Funds, Microsoft Office, PowerPoint, Bloomberg, Capital Markets, Financial Analysis, Portfolio Management
Education
Tufts University 1997 — 2001
Delphine Hou's Robertson Stephens Experience 2000 - 2001
Job Lead Market Design and Regulatory Policy Developer
Industry Utilities
Experience
California ISO January 2015 - Present
California ISO June 2012 - December 2014
The Brattle Group June 2008 - June 2012
ICF International July 2006 - June 2008
Robertson Stephens 2000 - 2001
Skills
Energy, Mergers, Policy, Energy Markets, Economics, Valuation, Renewable Energy, Financial Modeling, Policy Analysis, Quantitative Analytics, Public Policy, Management Consulting, Corporate Finance, Data Analysis
Education
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2006
Masters, Energy and Electricity Policy
New York University - Leonard N. Stern School of Business 1996 — 2000
Bachelor of Science (BS), Finance and International Business
California ISO January 2015 - Present
California ISO June 2012 - December 2014
The Brattle Group June 2008 - June 2012
ICF International July 2006 - June 2008
Robertson Stephens 2000 - 2001
Skills
Energy, Mergers, Policy, Energy Markets, Economics, Valuation, Renewable Energy, Financial Modeling, Policy Analysis, Quantitative Analytics, Public Policy, Management Consulting, Corporate Finance, Data Analysis
Education
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2006
Masters, Energy and Electricity Policy
New York University - Leonard N. Stern School of Business 1996 — 2000
Bachelor of Science (BS), Finance and International Business
Shannon Damerow's Robertson Stephens Experience August 1999 - January 2001
Job Teacher at San Diego Unified School District
Industry Financial Services
Experience
San Diego Unified School District January 2013 - Present
Morgan Stanley Wealth Management November 2011 - October 2012
UCSD August 2010 - June 2011
Mira Mesa High School August 2009 - June 2010
Morgan Stanley Smith Barney August 2005 - November 2008
Banc of America Investments January 2002 - August 2005
CVI Holdings January 2001 - December 2001
Robertson Stephens August 1999 - January 2001
Skills
Microsoft Excel, Entrepreneurship, English, Research, Microsoft Office, Community Outreach, Strategic Planning, Public Relations, Data Analysis, Financial Modeling, Budgets, Program Management, Event Planning, Nonprofits, Spanish, Public Speaking, Sales, Policy Analysis, Policy, Strategic Financial...
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2010 — 2011
Masters of Advanced Studies, International Economics
University of California, Berkeley 1995 — 1999
Bachelor of Arts (B.A.), Political Economy of Industrial Societies
San Diego Unified School District January 2013 - Present
Morgan Stanley Wealth Management November 2011 - October 2012
UCSD August 2010 - June 2011
Mira Mesa High School August 2009 - June 2010
Morgan Stanley Smith Barney August 2005 - November 2008
Banc of America Investments January 2002 - August 2005
CVI Holdings January 2001 - December 2001
Robertson Stephens August 1999 - January 2001
Skills
Microsoft Excel, Entrepreneurship, English, Research, Microsoft Office, Community Outreach, Strategic Planning, Public Relations, Data Analysis, Financial Modeling, Budgets, Program Management, Event Planning, Nonprofits, Spanish, Public Speaking, Sales, Policy Analysis, Policy, Strategic Financial...
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2010 — 2011
Masters of Advanced Studies, International Economics
University of California, Berkeley 1995 — 1999
Bachelor of Arts (B.A.), Political Economy of Industrial Societies
Manav Kamran's Robertson Stephens Experience 2001 - 2002
Job Regional Sales Director at HCL Technologies
Industry Computer Software
Experience
HCL Technologies May 2014 - Present
Cognizant Technology Solutions February 2013 - March 2014
iGATE May 2009 - February 2013
Patni Computer Systems July 2002 - May 2009
Robertson Stephens 2001 - 2002
Context Integration 1995 - 2000
Skills
Software Project..., Pre-sales, Global Delivery, Program Management, Solution Architecture, Sales
Education
Portland State University 1993 — 1994
M.S, Computer Science
National Institute of Technology Rourkela 1988 — 1992
B.E, Computer Science
Apeejay School 1982 — 1988
High School
HCL Technologies May 2014 - Present
Cognizant Technology Solutions February 2013 - March 2014
iGATE May 2009 - February 2013
Patni Computer Systems July 2002 - May 2009
Robertson Stephens 2001 - 2002
Context Integration 1995 - 2000
Skills
Software Project..., Pre-sales, Global Delivery, Program Management, Solution Architecture, Sales
Education
Portland State University 1993 — 1994
M.S, Computer Science
National Institute of Technology Rourkela 1988 — 1992
B.E, Computer Science
Apeejay School 1982 — 1988
High School
Jeff Collins's Robertson Stephens Experience 1996 - 1998
Job Partner at Cloverlay
Industry Investment Management
Experience
Cloverlay 2013 - Present
Morgan Stanley 2004 - 2013
Morgan Stanley 2001 - 2004
Petra Capital Partners 1998 - 2000
Robertson Stephens 1996 - 1998
Skills
Hedge Funds
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Princeton University
AB, Politics
Cloverlay 2013 - Present
Morgan Stanley 2004 - 2013
Morgan Stanley 2001 - 2004
Petra Capital Partners 1998 - 2000
Robertson Stephens 1996 - 1998
Skills
Hedge Funds
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Princeton University
AB, Politics
Jeff Lew's Robertson Stephens Experience January 1997 - July 2002
Job Vice President, Legal & Compliance at PIMCO
Industry Investment Management
Experience
PIMCO March 2015 - Present
BlackRock August 2005 - February 2015
Wells Fargo Securities October 2002 - August 2005
Robertson Stephens January 1997 - July 2002
Skills
Investment Management, Asset Management, Securities Regulation, Securities, CFTC, NFA, SEC, FINRA, Trading, Portfolio Management, Equities, Fixed Income, Capital Markets, Commodity Markets, Commodity Pools, Derivatives, Dodd-Frank, Alternative Investments, Hedge Funds, Private Equity, ETFs, Mutual Funds, Series 3, Series 7, Series 24, Series 53, Series 55, Series 63, Series 65, Financial Markets, Securities Lending, Risk Management, Financial Services
Education
University of California, Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Political Science
PIMCO March 2015 - Present
BlackRock August 2005 - February 2015
Wells Fargo Securities October 2002 - August 2005
Robertson Stephens January 1997 - July 2002
Skills
Investment Management, Asset Management, Securities Regulation, Securities, CFTC, NFA, SEC, FINRA, Trading, Portfolio Management, Equities, Fixed Income, Capital Markets, Commodity Markets, Commodity Pools, Derivatives, Dodd-Frank, Alternative Investments, Hedge Funds, Private Equity, ETFs, Mutual Funds, Series 3, Series 7, Series 24, Series 53, Series 55, Series 63, Series 65, Financial Markets, Securities Lending, Risk Management, Financial Services
Education
University of California, Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Political Science
Gerald Whitcomb's Robertson Stephens Experience March 2000 - October 2002
Job Senior Legal Counsel at Philips Electronics NA
Industry Law Practice
Experience
Philips Electronics NA November 2004 - Present
Robertson Stephens March 2000 - October 2002
O'Melveny & Myers LLP November 1993 - October 1995
Skills
Commercial Litigation, Litigation Management, Corporate Law, Litigation, Legal Writing
Education
University of Chicago Law School 1989 — 1992
J.D., Law
Stanford University 1985 — 1989
A.B. with distinction, Economics
Philips Electronics NA November 2004 - Present
Robertson Stephens March 2000 - October 2002
O'Melveny & Myers LLP November 1993 - October 1995
Skills
Commercial Litigation, Litigation Management, Corporate Law, Litigation, Legal Writing
Education
University of Chicago Law School 1989 — 1992
J.D., Law
Stanford University 1985 — 1989
A.B. with distinction, Economics
Scott Ehrens's Robertson Stephens Experience 1992 - 1994
Job Entrepreneur/Investor
Industry Research
Experience
Cor3Tech LLC 2013 - Present
100 Palms Properties LLC 2010 - Present
The Hawn Foundation 2008 - 2008
Epoch Partners (acquired by Goldman Sachs) 2000 - 2001
Bear Stearns 1997 - 2000
Oppenheimer & Co. 1996 - 1997
Warner Bros. Entertainment Group of Companies 1994 - 1996
Oppenheimer & Co. Inc. 1994 - 1996
Robertson Stephens 1992 - 1994
Goldman Sachs 1990 - 1992
Skills
Early Stage Companies, Investment Research, Mobile Applications, Financial Analysis, Property Auctions, Title Searches, Online Advertising, Real Estate, SFR, Strategy, Management, Investments
Education
Institute for Psychoanalytic Training and Research 2003 — 2006
Psychoanalytic Training
Princeton University 1986 — 2000
Bachelor's Degree, Comparative Literature
Cor3Tech LLC 2013 - Present
100 Palms Properties LLC 2010 - Present
The Hawn Foundation 2008 - 2008
Epoch Partners (acquired by Goldman Sachs) 2000 - 2001
Bear Stearns 1997 - 2000
Oppenheimer & Co. 1996 - 1997
Warner Bros. Entertainment Group of Companies 1994 - 1996
Oppenheimer & Co. Inc. 1994 - 1996
Robertson Stephens 1992 - 1994
Goldman Sachs 1990 - 1992
Skills
Early Stage Companies, Investment Research, Mobile Applications, Financial Analysis, Property Auctions, Title Searches, Online Advertising, Real Estate, SFR, Strategy, Management, Investments
Education
Institute for Psychoanalytic Training and Research 2003 — 2006
Psychoanalytic Training
Princeton University 1986 — 2000
Bachelor's Degree, Comparative Literature
Ashley Marks's Robertson Stephens Experience 1998 - 2000
Job Partner at Cordillera Investment Partners
Industry Investment Management
Experience
Cordillera Investment Partners July 2014 - Present
Makena Capital January 2006 - June 2014
Macfarlan Capital Partners July 2005 - December 2005
Cherokee Investment Partners August 2004 - September 2004
JER Partners June 2004 - August 2004
Stanford Managment Company July 2001 - June 2003
Stanford Woman's Soccer June 2000 - June 2001
Robertson Stephens 1998 - 2000
Education
Stanford University Graduate School of Business 2003 — 2005
MBA, Finance
University of Michigan 1995 — 1998
Bachelor of Business Administration, Finance
Cordillera Investment Partners July 2014 - Present
Makena Capital January 2006 - June 2014
Macfarlan Capital Partners July 2005 - December 2005
Cherokee Investment Partners August 2004 - September 2004
JER Partners June 2004 - August 2004
Stanford Managment Company July 2001 - June 2003
Stanford Woman's Soccer June 2000 - June 2001
Robertson Stephens 1998 - 2000
Education
Stanford University Graduate School of Business 2003 — 2005
MBA, Finance
University of Michigan 1995 — 1998
Bachelor of Business Administration, Finance
Courtney Lacey's Robertson Stephens Experience September 1998 - April 2002
Job Trader/Operations Manager at Granite Point Capital
Industry Financial Services
Experience
Granite Point Capital May 2007 - Present
Needham & Company April 2002 - May 2007
Robertson Stephens September 1998 - April 2002
Skills
Equity Trading, Electronic Trading, Operations Management, Human Resources, Sales, Office Management, Trading, Bloomberg, Microsoft Excel, Asset Managment, Microsoft Word, PowerPoint, Back Office, QuickBooks, Hedge Funds, Management, Asset Management, Investment Banking, Financial Analysis, Equities
Education
Saint Anselm College 1994 — 1998
Bachelor of Arts (B.A.), Criminal Justice
Winchester High School
Granite Point Capital May 2007 - Present
Needham & Company April 2002 - May 2007
Robertson Stephens September 1998 - April 2002
Skills
Equity Trading, Electronic Trading, Operations Management, Human Resources, Sales, Office Management, Trading, Bloomberg, Microsoft Excel, Asset Managment, Microsoft Word, PowerPoint, Back Office, QuickBooks, Hedge Funds, Management, Asset Management, Investment Banking, Financial Analysis, Equities
Education
Saint Anselm College 1994 — 1998
Bachelor of Arts (B.A.), Criminal Justice
Winchester High School
Craig Summers's Robertson Stephens Experience January 1998 - July 2002
Job Controller at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC June 2012 - Present
Stone & Youngberg 2003 - June 2012
Robertson Stephens January 1998 - July 2002
Education
The University of Texas at Arlington 1993 — 1996
MBA, Finance
University of Arkansas at Fayetteville 1987 — 1991
BSBA, Finance and Real Estate
Hall Capital Partners LLC June 2012 - Present
Stone & Youngberg 2003 - June 2012
Robertson Stephens January 1998 - July 2002
Education
The University of Texas at Arlington 1993 — 1996
MBA, Finance
University of Arkansas at Fayetteville 1987 — 1991
BSBA, Finance and Real Estate
Keen Butcher's Robertson Stephens Experience 1997 - 1998
Job Principal at Butcher Financial, LLC
Industry Financial Services
Experience
Butcher Financial, LLC February 2011 - Present
Tudor Pickering Holt & Co. August 2008 - November 2009
JMP Securities September 2002 - January 2008
Banc of America Securities (Montgomery Securities) 1999 - 2001
Robertson Stephens 1997 - 1998
Skills
Equity Research, Corporate Development, Private Equity, Venture Capital, Valuation, Investment Banking, Equities, Financial Modeling, Hedge Funds, Capital Markets, Series 7, Due Diligence, LBO, Investments, Mergers
Education
The Wharton School at the University of Pennsylvania 1993 — 1995
MBA, Management
Princeton University 1983 — 1988
A.B., Political Economy
Butcher Financial, LLC February 2011 - Present
Tudor Pickering Holt & Co. August 2008 - November 2009
JMP Securities September 2002 - January 2008
Banc of America Securities (Montgomery Securities) 1999 - 2001
Robertson Stephens 1997 - 1998
Skills
Equity Research, Corporate Development, Private Equity, Venture Capital, Valuation, Investment Banking, Equities, Financial Modeling, Hedge Funds, Capital Markets, Series 7, Due Diligence, LBO, Investments, Mergers
Education
The Wharton School at the University of Pennsylvania 1993 — 1995
MBA, Management
Princeton University 1983 — 1988
A.B., Political Economy
Fred Ty's Robertson Stephens Experience 2001 - 2002
Job Portfolio Management Group
Industry Real Estate
Experience
Redwood Trust November 2004 - Present
Jefferies and Company 2002 - 2004
Robertson Stephens 2001 - 2002
Education
University of California, Berkeley, Haas School of Business 1998 — 2001
American High
Redwood Trust November 2004 - Present
Jefferies and Company 2002 - 2004
Robertson Stephens 2001 - 2002
Education
University of California, Berkeley, Haas School of Business 1998 — 2001
American High
Blair Mestl Ritchie's Robertson Stephens Experience 2001 - 2002
Job Managing Director at Park Hill
Industry Financial Services
Experience
The Blackstone Group March 2007 - Present
Lehman Brothers February 2006 - February 2007
Jefferies & Company 2002 - 2006
Robertson Stephens 2001 - 2002
Skills
Investment Banking, Hedge Funds, Financial Services, Equity Capital Markets, Finance, Financial Institutions, Private Equity, Alternative Investments, Valuation, Due Diligence, Equities, Investments, Financial Modeling, Asset Management, Capital Markets, Mergers & Acquisitions, Fixed Income
Education
Princeton University
A.B., History
The Blackstone Group March 2007 - Present
Lehman Brothers February 2006 - February 2007
Jefferies & Company 2002 - 2006
Robertson Stephens 2001 - 2002
Skills
Investment Banking, Hedge Funds, Financial Services, Equity Capital Markets, Finance, Financial Institutions, Private Equity, Alternative Investments, Valuation, Due Diligence, Equities, Investments, Financial Modeling, Asset Management, Capital Markets, Mergers & Acquisitions, Fixed Income
Education
Princeton University
A.B., History
Lori Abboud's Robertson Stephens Experience 2000 - 2002
Job AVP, Client Relationship Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance 2012 - Present
Lighthouse Realty Group, Inc. 2003 - Present
Arrowstreet Capital, LP 2006 - 2012
Redbrick Capital Management 2004 - 2006
Robertson Stephens 2000 - 2002
Bear, Stearns & Co. Inc. 1996 - 2000
Skills
Employee Relations, Compensation, Talent Acquisition, Talent Management, Mediation, Employee Benefits, Deferred Compensation, Applicant Tracking..., Recruiting, College Recruiting, Performance Management, Onboarding, SDLC, Human Resources, Succession Planning
Education
Emmanuel College
Master of Science
Ohio University
BBA
Eaton Vance 2012 - Present
Lighthouse Realty Group, Inc. 2003 - Present
Arrowstreet Capital, LP 2006 - 2012
Redbrick Capital Management 2004 - 2006
Robertson Stephens 2000 - 2002
Bear, Stearns & Co. Inc. 1996 - 2000
Skills
Employee Relations, Compensation, Talent Acquisition, Talent Management, Mediation, Employee Benefits, Deferred Compensation, Applicant Tracking..., Recruiting, College Recruiting, Performance Management, Onboarding, SDLC, Human Resources, Succession Planning
Education
Emmanuel College
Master of Science
Ohio University
BBA
Uday Patel's Robertson Stephens Experience 2000 - 2002
Job VP Product Development at Mixit USA
Industry Financial Services
Experience
Mixit USA July 2009 - Present
Tethys Technology April 2008 - June 2009
Nyfix Inc. September 2002 - March 2008
Robertson Stephens 2000 - 2002
JPMorgan Chase & Co. 1989 - 2000
Education
Portland State University 1986 — 1987
MS, Computer Science
The University of Baroda, India 1976 — 1981
BS, Electrical Engineering
Mixit USA July 2009 - Present
Tethys Technology April 2008 - June 2009
Nyfix Inc. September 2002 - March 2008
Robertson Stephens 2000 - 2002
JPMorgan Chase & Co. 1989 - 2000
Education
Portland State University 1986 — 1987
MS, Computer Science
The University of Baroda, India 1976 — 1981
BS, Electrical Engineering
Howard Bernstein's Robertson Stephens Experience 2000 - 2002
Job Chief Compliance Officer, Associate General Counsel at Kraken Bitcoin Exchange
Industry Capital Markets
Experience
Kraken Bitcoin Exchange April 2015 - Present
Merriman Capital, Inc. October 2009 - March 2015
Pacific Growth Equities, LLC August 2002 - October 2009
Robertson Stephens 2000 - 2002
Knight Securities 1995 - 2000
NYSE 1996 - 1997
J.P. Morgan 1987 - 1995
Skills
FINRA, Series 24, Equities, Series 63, Securities Regulation, Private Placements, Due Diligence, Private Equity, Broker-Dealer, Investments, Asset Managment, SEC, Trading, Financial Services, SEC filings, AML, Asset Management, Anti Money Laundering, Capital Markets, Hedge Funds
Education
New York Law School 1993 — 1997
Doctor of Law (JD)
Regents College of the State of New York 1992 — 1993
Bachelor's degree, Political Science and Government
Kraken Bitcoin Exchange April 2015 - Present
Merriman Capital, Inc. October 2009 - March 2015
Pacific Growth Equities, LLC August 2002 - October 2009
Robertson Stephens 2000 - 2002
Knight Securities 1995 - 2000
NYSE 1996 - 1997
J.P. Morgan 1987 - 1995
Skills
FINRA, Series 24, Equities, Series 63, Securities Regulation, Private Placements, Due Diligence, Private Equity, Broker-Dealer, Investments, Asset Managment, SEC, Trading, Financial Services, SEC filings, AML, Asset Management, Anti Money Laundering, Capital Markets, Hedge Funds
Education
New York Law School 1993 — 1997
Doctor of Law (JD)
Regents College of the State of New York 1992 — 1993
Bachelor's degree, Political Science and Government
Judy (Lau) Yee's Robertson Stephens Experience July 1998 - July 2002
Job Venture Services Professional
Industry Financial Services
Experience
Merrill Lynch July 2002 - February 2008
Robertson Stephens July 1998 - July 2002
Alex Brown & Sons Inc. July 1994 - July 1998
Skills
Series 7, Financial Modeling, Venture Capital, Financial Analysis, Corporate Finance, Strategic Planning, Hedge Funds, Investment Banking, Alternative Investments
Education
San Francisco State University, College of Business
Merrill Lynch July 2002 - February 2008
Robertson Stephens July 1998 - July 2002
Alex Brown & Sons Inc. July 1994 - July 1998
Skills
Series 7, Financial Modeling, Venture Capital, Financial Analysis, Corporate Finance, Strategic Planning, Hedge Funds, Investment Banking, Alternative Investments
Education
San Francisco State University, College of Business
Tom Lavia's Robertson Stephens Experience 1999 - 2002
Job Managing Director at NWQ
Industry Investment Management
Experience
Relational Investors LLC October 2011 - November 2011
Relational Investors LLC December 2007 - October 2011
Robertson Stephens 1999 - 2002
Education
University of California, Berkeley 1993 — 1997
BA, Economics
Relational Investors LLC October 2011 - November 2011
Relational Investors LLC December 2007 - October 2011
Robertson Stephens 1999 - 2002
Education
University of California, Berkeley 1993 — 1997
BA, Economics
Steve Lunt's Robertson Stephens Experience March 2000 - July 2002
Job Director, Senior Developer at KCG
Industry Financial Services
Experience
KCG Holdings, Inc. June 2008 - Present
ICAP February 2005 - June 2008
NYFIX July 2003 - February 2005
Rennaisance Trading Technologies, LLC July 2002 - July 2003
Robertson Stephens March 2000 - July 2002
JP Morgan May 1994 - March 2000
Bellcore May 1986 - May 1994
Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Equity Trading, Exchange Connectivity, Options, Derivatives, Equities, Equity Derivatives, Quantitative Finance, Trading, Sybase, Fixed Income, Proprietary Trading, Financial Markets
Education
Stanford University 1986 — 1987
M.S., Computer Science
Rutgers University-New Brunswick 1982 — 1986
B.A., Computer Science
KCG Holdings, Inc. June 2008 - Present
ICAP February 2005 - June 2008
NYFIX July 2003 - February 2005
Rennaisance Trading Technologies, LLC July 2002 - July 2003
Robertson Stephens March 2000 - July 2002
JP Morgan May 1994 - March 2000
Bellcore May 1986 - May 1994
Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Equity Trading, Exchange Connectivity, Options, Derivatives, Equities, Equity Derivatives, Quantitative Finance, Trading, Sybase, Fixed Income, Proprietary Trading, Financial Markets
Education
Stanford University 1986 — 1987
M.S., Computer Science
Rutgers University-New Brunswick 1982 — 1986
B.A., Computer Science
Stephen J. Michael's Robertson Stephens Experience December 1999 - August 2001
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2014 - Present
Credit Suisse April 2003 - December 2014
One Family Inc. March 2010 - October 2012
Pinnacle Capital Management April 2002 - April 2003
Morgan Stanley August 2001 - April 2002
Robertson Stephens December 1999 - August 2001
PaineWebber (UBS) December 1997 - December 1999
Skills
Equities, Private Equity, Alternative Investments, Derivatives, Financial Modeling
Education
University of Massachusetts, Amherst 1994 — 1996
BS, Finance
Stonehill College 1992 — 1994
Finance
Credit Suisse December 2014 - Present
Credit Suisse April 2003 - December 2014
One Family Inc. March 2010 - October 2012
Pinnacle Capital Management April 2002 - April 2003
Morgan Stanley August 2001 - April 2002
Robertson Stephens December 1999 - August 2001
PaineWebber (UBS) December 1997 - December 1999
Skills
Equities, Private Equity, Alternative Investments, Derivatives, Financial Modeling
Education
University of Massachusetts, Amherst 1994 — 1996
BS, Finance
Stonehill College 1992 — 1994
Finance
James Grebenc, CFA's Robertson Stephens Experience August 2001 - August 2002
Job VP: Institutional Equity Research Sales at Noble Financial
Industry Financial Services
Experience
Noble Financial October 2014 - Present
VIRTUOSO Research 2013 - 2014
B Riley Caris 2010 - 2013
JMP Securities July 2005 - August 2009
WR Hambrecht + Co September 2003 - July 2005
Lehman Bros 2002 - 2003
Robertson Stephens August 2001 - August 2002
Skills
Hedge Funds, Equities, Series 7, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Series 63, Securities, Investments, Valuation, Trading, Asset Management, Equity Trading, Investment Banking
Education
University of Toronto - Rotman School of Management 1997 — 1998
MBA, Accounting and Finance
AIMR 1995 — 1998
Chartered Financial Analyst, Accounting and Finance
Wilfrid Laurier University 1989 — 1993
Honors Economics, Finance and Accounting
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
Noble Financial October 2014 - Present
VIRTUOSO Research 2013 - 2014
B Riley Caris 2010 - 2013
JMP Securities July 2005 - August 2009
WR Hambrecht + Co September 2003 - July 2005
Lehman Bros 2002 - 2003
Robertson Stephens August 2001 - August 2002
Skills
Hedge Funds, Equities, Series 7, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Series 63, Securities, Investments, Valuation, Trading, Asset Management, Equity Trading, Investment Banking
Education
University of Toronto - Rotman School of Management 1997 — 1998
MBA, Accounting and Finance
AIMR 1995 — 1998
Chartered Financial Analyst, Accounting and Finance
Wilfrid Laurier University 1989 — 1993
Honors Economics, Finance and Accounting
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
pankil patel's Robertson Stephens Experience January 1999 - September 2002
Job Head of AES Trading Americas at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2003 - Present
Robertson Stephens January 1999 - September 2002
J.P. Morgan June 1995 - December 1998
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Electrical Engineering
Credit Suisse January 2003 - Present
Robertson Stephens January 1999 - September 2002
J.P. Morgan June 1995 - December 1998
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Electrical Engineering
Jason Reimerfrey's Robertson Stephens Experience 2000 - 2001
Job Technical Account Manager at Tanium
Industry Information Technology and Services
Experience
Tanium June 2015 - Present
IBM Tivoli Software February 2011 - May 2015
BigFix, Inc. May 2008 - February 2011
Thomas Weisel Partners July 2006 - May 2008
STD Control Branch 2002 - July 2006
Robertson Stephens 2000 - 2001
Skills
Security, Active Directory, VMware, Citrix, System Administration, Computer Security, Unix, Linux, SaaS, Systems Management, Endpoint Security, Network Administration, Enterprise Software, Technical Support, Cloud Computing, Data Center, Integration, Virtualization
Education
University of California, Berkeley 1995 — 1999
Tanium June 2015 - Present
IBM Tivoli Software February 2011 - May 2015
BigFix, Inc. May 2008 - February 2011
Thomas Weisel Partners July 2006 - May 2008
STD Control Branch 2002 - July 2006
Robertson Stephens 2000 - 2001
Skills
Security, Active Directory, VMware, Citrix, System Administration, Computer Security, Unix, Linux, SaaS, Systems Management, Endpoint Security, Network Administration, Enterprise Software, Technical Support, Cloud Computing, Data Center, Integration, Virtualization
Education
University of California, Berkeley 1995 — 1999
Jim Greenfield's Robertson Stephens Experience May 1999 - July 2002
Job Executive Director, Private Wealth Management, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2002 - Present
Robertson Stephens May 1999 - July 2002
Montgomery Securities August 1993 - May 1999
Arthur Andersen & Co. August 1987 - June 1991
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA, Finance
University of the Pacific 1983 — 1987
Bachelor's of Science, Business Administration and Management, General
Morgan Stanley Private Wealth Management July 2002 - Present
Robertson Stephens May 1999 - July 2002
Montgomery Securities August 1993 - May 1999
Arthur Andersen & Co. August 1987 - June 1991
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA, Finance
University of the Pacific 1983 — 1987
Bachelor's of Science, Business Administration and Management, General
Kristine Sullivan's Robertson Stephens Experience 1998 - 1999
Job Managing Director at BellMark Partners LLC
Industry Investment Banking
Experience
BellMark Partners LLC September 2011 - Present
Covington Associates August 2004 - September 2011
Fleet M&A Advisors 1999 - 2004
Robertson Stephens 1998 - 1999
BancBoston Securities - M&A 1995 - 1998
Bank of Boston Corporate Finance 1992 - 1995
Skills
Private Equity, Investment Banking, Mergers, Mergers & Acquisitions, Strategy, Capital Raising, Financial Modeling, Deal Execution, Valuation, Capital Markets, Due Diligence, Corporate Finance, Investments, Financial Analysis, Restructuring
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BBA, General Business & Finance
Robertson Stephens Investment Banking Program
Wertheim Schroder & Co. Analyst Investment Banking Program
BellMark Partners LLC September 2011 - Present
Covington Associates August 2004 - September 2011
Fleet M&A Advisors 1999 - 2004
Robertson Stephens 1998 - 1999
BancBoston Securities - M&A 1995 - 1998
Bank of Boston Corporate Finance 1992 - 1995
Skills
Private Equity, Investment Banking, Mergers, Mergers & Acquisitions, Strategy, Capital Raising, Financial Modeling, Deal Execution, Valuation, Capital Markets, Due Diligence, Corporate Finance, Investments, Financial Analysis, Restructuring
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BBA, General Business & Finance
Robertson Stephens Investment Banking Program
Wertheim Schroder & Co. Analyst Investment Banking Program
Colin McKay's Robertson Stephens Experience 2000 - 2002
Job at Goldman Sachs & Co.
Industry Investment Banking
Experience
Goldman Sachs & Co. July 2010 - Present
Piper Jaffray April 2006 - August 2010
C.E. Unterberg, Towbin March 2004 - April 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1999 - August 1999
Skills
Private Equity, Hedge Funds, Equities, Venture Capital, Investment Management, Leveraged Finance, Alternative Investments, Corporate Finance, Equity Research, Mergers, IPO, Due Diligence, Securities, Emerging Markets, Portfolio Management, Investor Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Virginia 1990 — 1994
BA, History
Sidwell Friends School 1983 — 1990
Goldman Sachs & Co. July 2010 - Present
Piper Jaffray April 2006 - August 2010
C.E. Unterberg, Towbin March 2004 - April 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1999 - August 1999
Skills
Private Equity, Hedge Funds, Equities, Venture Capital, Investment Management, Leveraged Finance, Alternative Investments, Corporate Finance, Equity Research, Mergers, IPO, Due Diligence, Securities, Emerging Markets, Portfolio Management, Investor Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Virginia 1990 — 1994
BA, History
Sidwell Friends School 1983 — 1990
Deirdre Bertrand's Robertson Stephens Experience June 2000 - July 2002
Job Managing Director at First Marblehead
Industry Financial Services
Experience
First Marblehead September 2003 - Present
Jefferies & Company July 2002 - September 2003
Robertson Stephens June 2000 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Management, Financial Services, Financial Analysis, Due Diligence, Financial Modeling, Valuation, Risk Management, New Business Development
Education
Middlebury College 1996 — 2000
BA, Economics
First Marblehead September 2003 - Present
Jefferies & Company July 2002 - September 2003
Robertson Stephens June 2000 - July 2002
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Management, Financial Services, Financial Analysis, Due Diligence, Financial Modeling, Valuation, Risk Management, New Business Development
Education
Middlebury College 1996 — 2000
BA, Economics
Tom Sheedy's Robertson Stephens Experience 1994 - 2001
Job Managing Director at Compass Point Research
Industry Financial Services
Experience
Compass Point Research July 2011 - Present
Pritchard Capital Partners March 2008 - July 2011
First Albany Capital June 2001 - July 2007
Robertson Stephens 1994 - 2001
Skills
Investment Banking, Equities, Valuation, Corporate Finance, Portfolio Management, Capital Markets, Trading, Asset Managment, Investments, Due Diligence, Mergers, Investor Relations, Risk Management, Financial Modeling, Equity Research, New Business Development, Commodity, Hedge Funds, Derivatives, Private Equity
Education
Southern Methodist University - Cox School of Business 1986 — 1987
MBA, Business
Vanderbilt University 1980 — 1984
BS, Electrical Engineering
Compass Point Research July 2011 - Present
Pritchard Capital Partners March 2008 - July 2011
First Albany Capital June 2001 - July 2007
Robertson Stephens 1994 - 2001
Skills
Investment Banking, Equities, Valuation, Corporate Finance, Portfolio Management, Capital Markets, Trading, Asset Managment, Investments, Due Diligence, Mergers, Investor Relations, Risk Management, Financial Modeling, Equity Research, New Business Development, Commodity, Hedge Funds, Derivatives, Private Equity
Education
Southern Methodist University - Cox School of Business 1986 — 1987
MBA, Business
Vanderbilt University 1980 — 1984
BS, Electrical Engineering
Paul Penney's Robertson Stephens Experience October 1997 - June 2001
Job PE Investor
Industry Financial Services
Experience
Private Technology Investor January 2014 - Present
Compass North Capital June 2011 - May 2014
Cypress Funds April 2008 - March 2011
Merrill Lynch March 2006 - April 2008
Lehman Brothers July 2001 - January 2006
Robertson Stephens October 1997 - June 2001
PricewaterhouseCoopers November 1994 - October 1997
Education
Santa Clara University 1989 — 1993
BA Business, Accounting
Private Technology Investor January 2014 - Present
Compass North Capital June 2011 - May 2014
Cypress Funds April 2008 - March 2011
Merrill Lynch March 2006 - April 2008
Lehman Brothers July 2001 - January 2006
Robertson Stephens October 1997 - June 2001
PricewaterhouseCoopers November 1994 - October 1997
Education
Santa Clara University 1989 — 1993
BA Business, Accounting
james limoncelli's Robertson Stephens Experience March 1999 - April 2001
Job Regional Executive Manager PacNorth Region at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2009 - Present
Morgan Stanley October 2008 - August 2009
Wachovia Securities June 2001 - October 2008
robertson stephens March 1999 - April 2001
Prudential Securities October 1988 - April 1999
Education
University at Albany, SUNY 1984 — 1988
ba, sociology, business
West Hempstead High School 1980 — 1984
Wells Fargo Advisors, LLC September 2009 - Present
Morgan Stanley October 2008 - August 2009
Wachovia Securities June 2001 - October 2008
robertson stephens March 1999 - April 2001
Prudential Securities October 1988 - April 1999
Education
University at Albany, SUNY 1984 — 1988
ba, sociology, business
West Hempstead High School 1980 — 1984
Jeffrey Negrete's Robertson Stephens Experience 1994 - 1999
Job Global Head of Technology Infrastructure
Industry Financial Services
Experience
Parsons Brinckerhoff April 2013 - Present
Kohlberg Kravis Roberts & Co. September 2007 - April 2013
PwC January 2007 - September 2007
Bullrun Financial 2002 - 2006
Xigo Inc. 1999 - 2000
Robertson Stephens 1994 - 1999
Skills
IT Strategy, Hedge Funds, Fixed Income, Trading Systems, Equities, Investment Banking, Capital Markets, Asset Managment, Private Equity, Mergers, Process Improvement, Management Consulting, Financial Services, Software Development, SDLC, Leadership, Mergers & Acquisitions, Asset Management, SaaS, Business Analysis, Strategy
Education
Iowa State University
Bachelor's degree, Industrial Engineering
Parsons Brinckerhoff April 2013 - Present
Kohlberg Kravis Roberts & Co. September 2007 - April 2013
PwC January 2007 - September 2007
Bullrun Financial 2002 - 2006
Xigo Inc. 1999 - 2000
Robertson Stephens 1994 - 1999
Skills
IT Strategy, Hedge Funds, Fixed Income, Trading Systems, Equities, Investment Banking, Capital Markets, Asset Managment, Private Equity, Mergers, Process Improvement, Management Consulting, Financial Services, Software Development, SDLC, Leadership, Mergers & Acquisitions, Asset Management, SaaS, Business Analysis, Strategy
Education
Iowa State University
Bachelor's degree, Industrial Engineering
Marian Honniball's Robertson Stephens Experience September 2000 - May 2002
Job Office Administrator at True Compass, LLC
Industry Financial Services
Experience
True Compass, LLC July 2010 - Present
Autodesk February 2009 - October 2011
Autotdesk August 2008 - February 2009
Maverick Capital June 2007 - November 2007
SEI Investments November 2004 - June 2007
Knigth Equity Markets September 2002 - March 2004
Robertson Stephens September 2000 - May 2002
Bridge Trading December 1988 - September 2000
Education
San Francisco State University 1974 — 1977
Bachelors, Psychology
True Compass, LLC July 2010 - Present
Autodesk February 2009 - October 2011
Autotdesk August 2008 - February 2009
Maverick Capital June 2007 - November 2007
SEI Investments November 2004 - June 2007
Knigth Equity Markets September 2002 - March 2004
Robertson Stephens September 2000 - May 2002
Bridge Trading December 1988 - September 2000
Education
San Francisco State University 1974 — 1977
Bachelors, Psychology
Larry Rehmer's Robertson Stephens Experience January 1997 - April 2002
Job Financial Services Professional
Industry Financial Services
Experience
Academy Securities February 2009 - January 2012
Knight Capital Group January 2003 - May 2007
Robertson Stephens January 1997 - April 2002
Cowen and Company January 1989 - November 1996
Dean Witter Reynolds June 1987 - January 1989
Skills
Equity Trading, Investments, Trading, Bloomberg, Series 24, Series 7, Securities, Equities, Hedge Funds, Series 63, Sales, Management, FINRA, ETFs, Options, Trading Systems, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1987
Finance, Economics
Academy Securities February 2009 - January 2012
Knight Capital Group January 2003 - May 2007
Robertson Stephens January 1997 - April 2002
Cowen and Company January 1989 - November 1996
Dean Witter Reynolds June 1987 - January 1989
Skills
Equity Trading, Investments, Trading, Bloomberg, Series 24, Series 7, Securities, Equities, Hedge Funds, Series 63, Sales, Management, FINRA, ETFs, Options, Trading Systems, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1987
Finance, Economics
Tricia Colbert's Robertson Stephens Experience 1996 - 1997
Job Independent Investor Relations and Finance Professional
Industry Financial Services
Experience
Gilead Sciences 2003 - 2006
Thomson Financial 2001 - 2003
E*Offering Corporation 1999 - 2000
E*Offering Corporation 1999 - 2000
Robertson Stephens 1996 - 1997
Piper Jaffray 1994 - 1996
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Entrepreneurship
Lake Forest College 1989 — 1993
BA, Economics
Gilead Sciences 2003 - 2006
Thomson Financial 2001 - 2003
E*Offering Corporation 1999 - 2000
E*Offering Corporation 1999 - 2000
Robertson Stephens 1996 - 1997
Piper Jaffray 1994 - 1996
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Entrepreneurship
Lake Forest College 1989 — 1993
BA, Economics
Eugene Rozelman's Robertson Stephens Experience 2001 - 2002
Job Managing Director at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2010 - Present
HSBC 2006 - 2009
Wells Fargo 2004 - 2006
Natixis 2002 - 2004
Robertson Stephens 2001 - 2002
Skills
Valuation, Hedge Funds, Capital Raising, Financial Modeling, DCF, Due Diligence, Mergers, Investment Banking, Mergers & Acquisitions, Financial Structuring, Finance, IPO, Capital Markets, Private Equity
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance & Accounting
New York University 1993 — 1997
BA, Biology
Stuyvesant High School 1989 — 1993
Canaccord Genuity Inc. 2010 - Present
HSBC 2006 - 2009
Wells Fargo 2004 - 2006
Natixis 2002 - 2004
Robertson Stephens 2001 - 2002
Skills
Valuation, Hedge Funds, Capital Raising, Financial Modeling, DCF, Due Diligence, Mergers, Investment Banking, Mergers & Acquisitions, Financial Structuring, Finance, IPO, Capital Markets, Private Equity
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance & Accounting
New York University 1993 — 1997
BA, Biology
Stuyvesant High School 1989 — 1993
Karen Miglionico's Robertson Stephens Experience 1998 - 2002
Job Executive Business Manager at Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP February 2014 - Present
Shearman and Sterling October 2004 - January 2014
The Hartford May 2003 - August 2003
Robertson Stephens 1998 - 2002
Peregrine Investment Holdings (USA) August 1996 - February 1998
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Private Equity, Capital Markets, Due Diligence, Mergers, Mergers & Acquisitions, Management, Strategy, Securities, Corporate Finance, Investments, Business Strategy, Financial Services, Competitive Analysis, Business Planning
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA, Management
Villanova University 1991 — 1995
BA, Finance
Shearman & Sterling LLP February 2014 - Present
Shearman and Sterling October 2004 - January 2014
The Hartford May 2003 - August 2003
Robertson Stephens 1998 - 2002
Peregrine Investment Holdings (USA) August 1996 - February 1998
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Private Equity, Capital Markets, Due Diligence, Mergers, Mergers & Acquisitions, Management, Strategy, Securities, Corporate Finance, Investments, Business Strategy, Financial Services, Competitive Analysis, Business Planning
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA, Management
Villanova University 1991 — 1995
BA, Finance
Jeffrey Winaker's Robertson Stephens Experience 1997 - 2002
Job Founder and Chief Executive Officer at Wave Performance, LLC
Industry Online Media
Experience
Wave Performance, LLC September 2012 - Present
Castlemont Development January 2011 - December 2014
Safedocs October 2013 - April 2014
Bloomberg January 2010 - April 2011
JMP Securities November 2007 - October 2009
RBC Capital Markets September 2004 - October 2006
Piper Jaffray October 2002 - June 2004
Robertson Stephens 1997 - 2002
Skills
Sales, Real Estate, Equities, Medical Devices, Structured Finance, Marketing, Investment Banking, Financial Structuring, Derivatives, Solution Selling, Business Development, Analysis, Start-ups, New Business Development, Marketing Strategy, Negotiation, Bonds, Private Placements, Strategy, Management
Education
Kellogg Graduate School of Management 1992 — 1994
MBA with honors, Finance, Organizational Behavior, Public Management
Stanford University 1984 — 1988
BS, Industrial Engineering
Wave Performance, LLC September 2012 - Present
Castlemont Development January 2011 - December 2014
Safedocs October 2013 - April 2014
Bloomberg January 2010 - April 2011
JMP Securities November 2007 - October 2009
RBC Capital Markets September 2004 - October 2006
Piper Jaffray October 2002 - June 2004
Robertson Stephens 1997 - 2002
Skills
Sales, Real Estate, Equities, Medical Devices, Structured Finance, Marketing, Investment Banking, Financial Structuring, Derivatives, Solution Selling, Business Development, Analysis, Start-ups, New Business Development, Marketing Strategy, Negotiation, Bonds, Private Placements, Strategy, Management
Education
Kellogg Graduate School of Management 1992 — 1994
MBA with honors, Finance, Organizational Behavior, Public Management
Stanford University 1984 — 1988
BS, Industrial Engineering
Monica Garcia Duggal's Robertson Stephens Experience 1999 - 2000
Job Chief Financial Officer / Consultant / Director
Industry Financial Services
Experience
INFINITIONE 2003 - Present
Womens Executive Leadership 2011 - 2013
WELLS FARGO FUNDS 2000 - 2003
ROBERTSON STEPHENS 1999 - 2000
Skills
Start-ups, Financial Modeling, Entrepreneurship, Strategic Planning, Financial Analysis, Managerial Finance, Strategic Financial..., Coaching, Equities, Finance, Private Equity, Public Speaking
Education
Currently - University of Washington, Seattle, Executive MBA Program 2014 — 2016
Master of Business Administration (M.B.A.), Organizational Leadership
University of California, Berkeley - Venture Capital Executive Program
University of California, Berkeley
BA Degree, English and Rhetoric with Emphasis in Law and Business
INFINITIONE 2003 - Present
Womens Executive Leadership 2011 - 2013
WELLS FARGO FUNDS 2000 - 2003
ROBERTSON STEPHENS 1999 - 2000
Skills
Start-ups, Financial Modeling, Entrepreneurship, Strategic Planning, Financial Analysis, Managerial Finance, Strategic Financial..., Coaching, Equities, Finance, Private Equity, Public Speaking
Education
Currently - University of Washington, Seattle, Executive MBA Program 2014 — 2016
Master of Business Administration (M.B.A.), Organizational Leadership
University of California, Berkeley - Venture Capital Executive Program
University of California, Berkeley
BA Degree, English and Rhetoric with Emphasis in Law and Business
Amy Jang's Robertson Stephens Experience 2000 - 2002
Job Principal Examiner at Financial Industry Regulatory Authority
Industry Investment Banking
Experience
Financial Industry Regulatory Authority December 2012 - Present
JMP Securities December 2007 - March 2012
Thomas Weisel Partners 2002 - 2007
Robertson Stephens 2000 - 2002
NASD Regulation April 1998 - September 2000
Federal Aviation Administration October 1991 - May 1994
Skills
Equities, FINRA, Options, Trading, Risk Management, Investments, Due Diligence, AML, SEC, Analysis, Internal Audit, Accounting, Management, Auditing, Series 7
Education
Northwestern University 1995 — 1997
Masters, Economics
University of California, Davis 1981 — 1986
B.S, Managerial Economics
Financial Industry Regulatory Authority December 2012 - Present
JMP Securities December 2007 - March 2012
Thomas Weisel Partners 2002 - 2007
Robertson Stephens 2000 - 2002
NASD Regulation April 1998 - September 2000
Federal Aviation Administration October 1991 - May 1994
Skills
Equities, FINRA, Options, Trading, Risk Management, Investments, Due Diligence, AML, SEC, Analysis, Internal Audit, Accounting, Management, Auditing, Series 7
Education
Northwestern University 1995 — 1997
Masters, Economics
University of California, Davis 1981 — 1986
B.S, Managerial Economics
Greg Kaplan, CFA's Robertson Stephens Experience 2000 - 2002
Job Director of Fixed Income at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2015 - Present
City National Rochdale June 2010 - 2014
City National Bank 2004 - 2013
Robertson Stephens 2000 - 2002
Mentor Investment Group 1997 - 1999
NationsBank 1993 - 1997
Prudential Insurance 1989 - 1990
Skills
Capital Markets, Portfolio Management, Fixed Income, Asset Managment, Investments, Credit Analysis, Banking, Private Banking, Wealth Management, Asset Management, Finance
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BS, Finance
City National Rochdale January 2015 - Present
City National Rochdale June 2010 - 2014
City National Bank 2004 - 2013
Robertson Stephens 2000 - 2002
Mentor Investment Group 1997 - 1999
NationsBank 1993 - 1997
Prudential Insurance 1989 - 1990
Skills
Capital Markets, Portfolio Management, Fixed Income, Asset Managment, Investments, Credit Analysis, Banking, Private Banking, Wealth Management, Asset Management, Finance
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BS, Finance
Robert Levy's Robertson Stephens Experience March 1997 - April 2001
Job Experienced RE Executive
Industry Real Estate
Experience
Benefit Street Partners June 2015 - Present
Centerline Capital Group March 2013 - January 2014
Centerline Capital Group November 2005 - January 2014
Centerline Capital Group April 2010 - March 2013
Robertson Stephens March 1997 - April 2001
Skills
Real Estate, Loans, Valuation, Financial Modeling, Financial Analysis, Investments, Real Estate Transactions, Investment Properties, Capital Markets, Finance, Portfolio Management
Education
New York University, Stern School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, General
Northwestern University 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), Economics
Benefit Street Partners June 2015 - Present
Centerline Capital Group March 2013 - January 2014
Centerline Capital Group November 2005 - January 2014
Centerline Capital Group April 2010 - March 2013
Robertson Stephens March 1997 - April 2001
Skills
Real Estate, Loans, Valuation, Financial Modeling, Financial Analysis, Investments, Real Estate Transactions, Investment Properties, Capital Markets, Finance, Portfolio Management
Education
New York University, Stern School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, General
Northwestern University 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), Economics
Michael Rosso's Robertson Stephens Experience 1999 - 2002
Job Managing Director, Head of Private Placements at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2002 - Present
Robertson Stephens 1999 - 2002
Banc of America Securities 1997 - 1999
Ernst & Young 1990 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Loyola University Maryland 1986 — 1990
BBA, Accounting
RBC Capital Markets 2002 - Present
Robertson Stephens 1999 - 2002
Banc of America Securities 1997 - 1999
Ernst & Young 1990 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Loyola University Maryland 1986 — 1990
BBA, Accounting
Chris Herlihy's Robertson Stephens Experience June 1999 - August 2001
Job Vice President at Credit Suisse Private Banking
Industry Financial Services
Experience
Credit Suisse June 2009 - Present
Morgan Stanley August 2001 - June 2009
Robertson Stephens June 1999 - August 2001
Skills
Venture Capital...
Education
Tufts University
BA, History
Credit Suisse June 2009 - Present
Morgan Stanley August 2001 - June 2009
Robertson Stephens June 1999 - August 2001
Skills
Venture Capital...
Education
Tufts University
BA, History
Van Robbins's Robertson Stephens Experience 2001 - 2002
Job Private Equity Advisor
Industry Investment Banking
Experience
Private Equity 2011 - Present
The Silverfern Group, Inc. 2010 - 2011
Cowen and Company 2002 - 2008
Robertson Stephens 2001 - 2002
Thomas Weisel Partners 1999 - 2001
Montgomery Securities 1995 - 1999
Skills
Private Equity, Venture Capital, Alternative Investments, Valuation, Investments, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Investment Banking, Corporate Development, Due Diligence, Capital Markets, Private Placements
Education
United States Naval Academy
Private Equity 2011 - Present
The Silverfern Group, Inc. 2010 - 2011
Cowen and Company 2002 - 2008
Robertson Stephens 2001 - 2002
Thomas Weisel Partners 1999 - 2001
Montgomery Securities 1995 - 1999
Skills
Private Equity, Venture Capital, Alternative Investments, Valuation, Investments, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Investment Banking, Corporate Development, Due Diligence, Capital Markets, Private Placements
Education
United States Naval Academy
Eric Kaye's Robertson Stephens Experience February 1998 - June 2001
Job Vice Chairman, Mergers & Acquisitions at UBS Investment Bank Retired May 2012
Industry Investment Banking
Experience
UBS Investment Bank June 2001 - May 2012
Robertson Stephens February 1998 - June 2001
PaineWebber June 1992 - February 1998
Education
Columbia University 1988 — 1989
MBA, Finance & Marketing
Union College 1981 — 1985
BA, Economics
UBS Investment Bank June 2001 - May 2012
Robertson Stephens February 1998 - June 2001
PaineWebber June 1992 - February 1998
Education
Columbia University 1988 — 1989
MBA, Finance & Marketing
Union College 1981 — 1985
BA, Economics
Belinda Steyer's Robertson Stephens Experience January 1997 - December 1998
Job at
Industry Financial Services
Experience
Digital Revolution Media Center LLC January 2007 - Present
Venture Law Group June 1999 - May 2001
Robertson Stephens January 1997 - December 1998
Landmark Suites of America February 1986 - October 1996
Skills
Fundraising, Business Development
Education
University of California, Berkeley
Digital Revolution Media Center LLC January 2007 - Present
Venture Law Group June 1999 - May 2001
Robertson Stephens January 1997 - December 1998
Landmark Suites of America February 1986 - October 1996
Skills
Fundraising, Business Development
Education
University of California, Berkeley
Louis Suba's Robertson Stephens Experience 1997 - 2001
Job Executive Director at MKM Partners
Industry Financial Services
Experience
MKM Partners 2014 - Present
Lazard Capital Markets 2013 - 2014
ThinkEquity LLC 2011 - 2012
Wedbush Securities 2008 - 2011
Oppenheimer 2006 - 2007
BB&T Capital Markets 2005 - 2006
Deutsche Bank 2001 - 2005
Robertson Stephens 1997 - 2001
Price Waterhouse 1990 - 1995
Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor of Science (BS), Finance
MKM Partners 2014 - Present
Lazard Capital Markets 2013 - 2014
ThinkEquity LLC 2011 - 2012
Wedbush Securities 2008 - 2011
Oppenheimer 2006 - 2007
BB&T Capital Markets 2005 - 2006
Deutsche Bank 2001 - 2005
Robertson Stephens 1997 - 2001
Price Waterhouse 1990 - 1995
Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor of Science (BS), Finance
Earl Manns's Robertson Stephens Experience 1992 - 1995
Job Senior Vice President Equity Sales and Trading at Blaylock Robert Van, LLC
Industry Investment Banking
Experience
Blaylock Robert Van, LLC August 2013 - Present
Cabrera Capital Markets, LLC February 2010 - July 2013
Kaufman Bros. 2009 - 2010
ThinkEquity LLC 2004 - 2009
Pulse Trading 2002 - 2003
William Blair and Company 1996 - 2001
Robertson Stephens 1992 - 1995
Driehaus Capital Management 1988 - 1992
Skills
Equities, Equity Trading, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Trading Systems, Securities, Electronic Trading, Options, Series 24, Derivatives, Investments, Financial Markets, Proprietary Trading, Bonds, ETFs, Mutual Funds, Equity Derivatives, Trading Strategies, Bloomberg Terminal, Private Equity, Traders, Stocks, Series 65, Technical Analysis, Equity Capital Markets, Investor Relations, Institutional Sales, Institutional
Education
Lewis University
Business Administration
Blaylock Robert Van, LLC August 2013 - Present
Cabrera Capital Markets, LLC February 2010 - July 2013
Kaufman Bros. 2009 - 2010
ThinkEquity LLC 2004 - 2009
Pulse Trading 2002 - 2003
William Blair and Company 1996 - 2001
Robertson Stephens 1992 - 1995
Driehaus Capital Management 1988 - 1992
Skills
Equities, Equity Trading, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Trading Systems, Securities, Electronic Trading, Options, Series 24, Derivatives, Investments, Financial Markets, Proprietary Trading, Bonds, ETFs, Mutual Funds, Equity Derivatives, Trading Strategies, Bloomberg Terminal, Private Equity, Traders, Stocks, Series 65, Technical Analysis, Equity Capital Markets, Investor Relations, Institutional Sales, Institutional
Education
Lewis University
Business Administration
Safal Naik's Robertson Stephens Experience 2001 - 2003
Job Trader at Biltmore International
Industry Financial Services
Experience
Biltmore International September 2006 - Present
NYFIX 2003 - 2006
Rennaisance Trading Technologies, LLC 2002 - 2003
Robertson Stephens 2001 - 2003
Robertson Stephens 2001 - 2003
Skills
Equities, Trading, Trading Systems, Capital Markets, Financial Markets, Financial Analysis, Financial Modeling, Business Analysis, Business Strategy, Project Management, New Business Development, Strategy, Business Development, Competitive Analysis, Product Management, Data Analysis, Derivatives, Electronic Trading, Portfolio Management, Investments, Hedge Funds, Asset Management, Finance, Options, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2001
Bachelor of Science (BS), Computer Science
Biltmore International September 2006 - Present
NYFIX 2003 - 2006
Rennaisance Trading Technologies, LLC 2002 - 2003
Robertson Stephens 2001 - 2003
Robertson Stephens 2001 - 2003
Skills
Equities, Trading, Trading Systems, Capital Markets, Financial Markets, Financial Analysis, Financial Modeling, Business Analysis, Business Strategy, Project Management, New Business Development, Strategy, Business Development, Competitive Analysis, Product Management, Data Analysis, Derivatives, Electronic Trading, Portfolio Management, Investments, Hedge Funds, Asset Management, Finance, Options, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2001
Bachelor of Science (BS), Computer Science
Greg Butz's Robertson Stephens Experience August 2000 - May 2002
Job Partner and Senior Analyst at Asymmetry Global Healthcare
Industry Investment Management
Experience
Asymmetry Global Healthcare November 2012 - Present
Credit Suisse August 2010 - November 2012
Morgan Stanley July 2006 - July 2010
Genentech June 2005 - August 2005
Bank of America May 2002 - May 2004
Robertson Stephens August 2000 - May 2002
Education
Tuck School of Business at Dartmouth
MBA
Williams College
BA
Asymmetry Global Healthcare November 2012 - Present
Credit Suisse August 2010 - November 2012
Morgan Stanley July 2006 - July 2010
Genentech June 2005 - August 2005
Bank of America May 2002 - May 2004
Robertson Stephens August 2000 - May 2002
Education
Tuck School of Business at Dartmouth
MBA
Williams College
BA
Edward McCartin's Robertson Stephens Experience February 1998 - February 2001
Job Independent trader
Industry Financial Services
Experience
Robertson Stephens February 1998 - February 2001
J.P. Morgan May 1987 - February 1998
Skills
Financial Management, Trading, Equity Derivatives
Education
University of Chicago Graduate School of Business 1984 — 1986
MBA, Finance and Accounting
University of Notre Dame 1967 — 1971
Bachelor of Arts, Political Theory
Robertson Stephens February 1998 - February 2001
J.P. Morgan May 1987 - February 1998
Skills
Financial Management, Trading, Equity Derivatives
Education
University of Chicago Graduate School of Business 1984 — 1986
MBA, Finance and Accounting
University of Notre Dame 1967 — 1971
Bachelor of Arts, Political Theory
Scott Scharfman's Robertson Stephens Experience 2001 - 2002
Job Managing Director at Mill Road Capital
Industry Investment Management
Experience
Robertson Stephens 2001 - 2002
Mercata, Inc 2000 - 2001
Bear Stearns 1994 - 2000
The Blackstone Group 1991 - 1994
Credit Suisse First Boston 1986 - 1991
Skills
Investment Banking, Finance, Management, Private Equity, Equity Capital Markets, Investments, Mergers & Acquisitions, Hedge Funds, Emerging Markets
Education
Princeton University 1980 — 1986
A.B. cum laude, Psychology/Neuroscience
Robertson Stephens 2001 - 2002
Mercata, Inc 2000 - 2001
Bear Stearns 1994 - 2000
The Blackstone Group 1991 - 1994
Credit Suisse First Boston 1986 - 1991
Skills
Investment Banking, Finance, Management, Private Equity, Equity Capital Markets, Investments, Mergers & Acquisitions, Hedge Funds, Emerging Markets
Education
Princeton University 1980 — 1986
A.B. cum laude, Psychology/Neuroscience
Shelly Tam's Robertson Stephens Experience 1999 - 2003
Job RS Investments
Industry Financial Services
Experience
RS Investments 2004 - Present
Thomas Weisel Partners 2003 - 2004
Robertson Stephens 1999 - 2003
Novogradac & Company LLP 1996 - 1999
Skills
Accounting, Asset Management, Tax, Hedge Funds, Alternative Investments, Fund Accounting, Mutual Funds, Investments, Financial Reporting, Equities, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Investment Management
Education
San Francisco State University
Bachelor's degree, Accounting
RS Investments 2004 - Present
Thomas Weisel Partners 2003 - 2004
Robertson Stephens 1999 - 2003
Novogradac & Company LLP 1996 - 1999
Skills
Accounting, Asset Management, Tax, Hedge Funds, Alternative Investments, Fund Accounting, Mutual Funds, Investments, Financial Reporting, Equities, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Investment Management
Education
San Francisco State University
Bachelor's degree, Accounting
Matt Caldwell's Robertson Stephens Experience July 2000 - 2002
Job Institutional Equity Sales at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets 2013 - Present
Canaccord Genuity Inc. 2002 - 2012
Robertson Stephens July 2000 - 2002
Rehrig Pacific Company 1995 - 1998
US Navy 1988 - 1993
Skills
Capital Markets, Equities, Valuation, Equity Research, Investment Banking, Investments, Hedge Funds, Series 7, Mutual Funds, Series 63, Bloomberg, Equity Valuation, Asset Management
Education
Indiana University Bloomington 1998 — 2000
Master of Business Administration (M.B.A.)
United States Naval Academy 1984 — 1988
Bachelor of Science (B.S.), Economics
BB&T Capital Markets 2013 - Present
Canaccord Genuity Inc. 2002 - 2012
Robertson Stephens July 2000 - 2002
Rehrig Pacific Company 1995 - 1998
US Navy 1988 - 1993
Skills
Capital Markets, Equities, Valuation, Equity Research, Investment Banking, Investments, Hedge Funds, Series 7, Mutual Funds, Series 63, Bloomberg, Equity Valuation, Asset Management
Education
Indiana University Bloomington 1998 — 2000
Master of Business Administration (M.B.A.)
United States Naval Academy 1984 — 1988
Bachelor of Science (B.S.), Economics
Mike Noryko's Robertson Stephens Experience January 2000 - June 2002
Job Analyst at Union Point Advisors
Industry Investment Management
Experience
Citadel Global Equities April 2011 - February 2013
FrontPoint Partners, a Morgan Stanley Company October 2008 - March 2011
Andor Capital Management May 2005 - September 2008
C.E. Unterberg, Towbin August 2003 - April 2005
Robertson Stephens January 2000 - June 2002
Skills
Research, Financial Modeling, Valuation, Equity Research, Asset Management, Hedge Funds, Internet, Mobile Internet, Consumer, Leisure Travel, Lodging, Information Technology, Equities, Alternative Investments
Education
Haas School of Business, UC Berkeley 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
St Ignatius College Prepratory
Citadel Global Equities April 2011 - February 2013
FrontPoint Partners, a Morgan Stanley Company October 2008 - March 2011
Andor Capital Management May 2005 - September 2008
C.E. Unterberg, Towbin August 2003 - April 2005
Robertson Stephens January 2000 - June 2002
Skills
Research, Financial Modeling, Valuation, Equity Research, Asset Management, Hedge Funds, Internet, Mobile Internet, Consumer, Leisure Travel, Lodging, Information Technology, Equities, Alternative Investments
Education
Haas School of Business, UC Berkeley 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
St Ignatius College Prepratory
Jeanne Chung's Robertson Stephens Experience 1997 - 2002
Job International Entrepreneur & Operator
Industry Health, Wellness and Fitness
Experience
Affinity Yoga 2004 - 2014
Absolute Sanctuary 2007 - 2009
Robertson Stephens 1997 - 2002
KPMG US 1991 - 1995
Education
Massachusetts Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance, General
University of Michigan 1986 — 1990
Bachelor of Science (B.Sc.), Industrial Engineering
Affinity Yoga 2004 - 2014
Absolute Sanctuary 2007 - 2009
Robertson Stephens 1997 - 2002
KPMG US 1991 - 1995
Education
Massachusetts Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance, General
University of Michigan 1986 — 1990
Bachelor of Science (B.Sc.), Industrial Engineering
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ