Robertson Stephens Advisors LLC
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Robertson Stephens Advisors LLC Employees
Robertson Stephens Advisors LLC February 2013 - Present
Trust for Conservation Innovation June 2007 - June 2013
Skills
Strategic Planning, Investments, Strategy, Asset Management, Equities, Fundraising, Nonprofits, Mergers & Acquisitions, Financial Analysis, Business Strategy, Fixed Income, Leadership
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Southern California
Bachelor of Science - Business Administration, Accounting and Finance
ZS Associates November 2014 - Present
PwC August 2012 - October 2013
UCLA Anderson School of Management August 2011 - June 2012
PwC June 2011 - September 2011
G.S.Rickman Enterprises, Inc. 2005 - 2010
Housing USA Financial, Inc. 2004 - 2005
Robertson Stephens Advisors LLC March 1999 - June 2001
Skills
Business Strategy, Corporate Communications, Financial Modeling, Strategy, Management Consulting, Competitive Analysis, Public Speaking, Finance, Complex Analysis, Business Operations, Strategic Planning, Management, Real Estate, Valuation, Due Diligence, Business Development, Market Research, Entrepreneurship, Start-ups, Medicare Part D, Compliance, Microsoft Excel, Microsoft Office, Change Management, Organizational..., Marketing, Leadership Development
Education
UCLA Anderson School of Management 2010 — 2012
M.B.A, Strategy & Communication
Princeton University 1993 — 1997
B.A, English
DSS, Inc. April 2015 - Present
EPIC Loan Systems March 2014 - December 2014
Florida Atlantic University September 2009 - December 2013
Pace Supply Corporation April 2005 - June 2009
Business Design Corporation April 2004 - March 2005
US Navy October 2001 - November 2003
DoubleTwist December 2000 - October 2001
Robertson Stephens Advisors LLC January 2000 - November 2000
Mattel, Inc. January 1998 - December 1999
IMSI January 1996 - December 1997
Skills
Technical Writing, Information Technology, Hands-on Training, Process Consulting, Quality Assurance, Competitive Analysis, Proposal Writing, Management, Leadership, SDLC, Training, Software Project..., Requirements Analysis, Microsoft Office, Integration, Agile Methodologies
Education
Florida Atlantic University 2011 — 2015
Bachelor of Arts, English Literature, 3.4 GPA
Robertson Stephens Advisors LLC March 2015 - Present
RMF Consulting June 2014 - Present
Wells Fargo Wealth Management October 2005 - June 2014
Bank of America Private Bank July 1999 - September 2005
First Interstate and City National Bank 1995 - 1999
Vanguard 1990 - 1992
Wells Fargo Investment Advisors 1984 - 1990
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, education, Humorist, Dynamic Communicator, Investment Management
Education
Brown University 1979 — 1983
Bachelor of Science, Applied Mathematics and Economics
Palos Verdes High School 1975 — 1979
High School
Red Mountain Capital Partners March 2015 - Present
Relational Investors July 2008 - March 2015
Credit Suisse June 2002 - June 2008
Robertson Stephens Advisors LLC September 2001 - June 2002
Skills
Microsoft Excel, Microsoft Word, Restructuring, Investment Banking, Hedge Funds, Mergers & Acquisitions, Equities, Investments, Financial Modeling, Portfolio Management, Valuation, Asset Management, Finance, Management, Financial Analysis, Due Diligence, Bloomberg
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelors of Science in Economics, Finance
St. Charles High School 1994 — 1997
Beckon, Inc. October 2013 - Present
Aprimo-Teradata September 2002 - September 2013
Robertson Stephens Advisors LLC May 2000 - August 2000
Ernst & Young LLP 1997 - 1999
Skills
Crisis Management, Change Leadership, International Business, French, Marketing Operations, SaaS, Change Management, Enterprise Software, Business Operations, Strategy, Digital Marketing, Cloud Applications, Management, Strategic Planning, Financial Modeling, Marketing Automation, Strategic Partnerships, CRM, Product Management, Business Strategy, Start-ups, Lead Generation, Business Intelligence, Business Development, Marketing, Analytics, Mergers & Acquisitions, Business Planning, Leadership, Professional Services, Market Research, Venture Capital, Pre-sales, B2B, Executive Management, Go-to-market Strategy, Competitive Analysis, Forecasting, Finance, Product Marketing, Due Diligence, Management Consulting, Business Alliances, Analysis, Strategic Consulting, Big Data, Entrepreneurship
Education
Central VA Governor's School for Science and Technology
University of Michigan - Stephen M. Ross School of Business
MBA
Université Paris Sorbonne (Paris IV)
William & Mary
BA
International Travel News 2000 - 2015
CENTRI Technology December 2013 - August 2014
Cheezburger, Inc. November 2012 - May 2013
Parker Staffing Services June 2012 - October 2012
Volt Workforce Solutions March 2009 - December 2011
Gracenote September 2006 - April 2009
ThinkEquity LLC February 2006 - February 2007
UBS 2005 - 2006
Genesys February 1996 - October 1998
Robertson Stephens Advisors LLC 1994 - 1997
Skills
Meeting and Event..., Contract Management, Travel Program Manager, International Travel..., Gourmet Chef with..., Series 7, Event Planning, Travel, Online Advertising, Microsoft Excel, Social Media Marketing, Fundraising, Management, Public Speaking, Project Management, Office Management, Vendor Management, Vendor Relationships, Procurement, IT Operations, Travel Management, Catering, Facilities Management, Public Relations, Strategic Public..., Employee Relations, Event Management, Team Building, Social Media, Start-ups, Marketing, Facebook, Purchasing, Online Marketing, Office Administration, Entrepreneurship, Marketing Strategy, Salesforce.com, Contract Negotiation, Recruiting, Administrative..., Program Management, Budgets, Time Management, Outlook, Customer Service, Advertising, Training, Leadership, Strategy
Education
University of Southern California 1979 — 1980
Communications and Film
Santa Catalina School 1976 — 1979
High School, College Preparatory
Heald College-San Francisco
Computer Science and Accounting
Jupiter Systems May 2015 - Present
Superian Sources March 2015 - Present
Robertson Stephens Advisors LLC March 2014 - September 2014
Jupiter Systems December 2010 - October 2013
Carl Zeiss Meditec December 2009 - October 2010
Thelen Reid & Priest LLP July 2006 - December 2009
Longs Drugs July 2004 - December 2006
Skills
Salesforce.com, Account Management, Microsoft Office, Product Marketing, Sales Management, Outlook, Accounts Payable, Customer Service, Microsoft Excel, Accounting, Forecasting, Project Management, Cross-functional Team..., Sales, Applicant Tracking..., Human Resources, Process Improvement, Organization Skills, Event Planning, Calendaring, Project Planning, Video Walls, Expense Reports, Organizing Meetings, Concur, Hotel Booking, Budgets, Executive..., Executive Support, Leadership, Time Management, Management, Process Scheduler, Travel Arrangements, Sales Operations, Office Management, Software Documentation, Marketing, Purchasing, Dropbox, PowerPoint, GoToMeeting, Video Conferencing, Team Building, Due Diligence, Data Entry, Invoicing, Microsoft Office 2007, Meeting Planning, Interviews
Education
UC Berkeley Extension
3.8
Nightingale Nursing 2007 — 2008
License, Certified Nursing Assistant, 4.0
Silicon Valley University 2003 — 2004
Certificate, Pharmacy Technician/Assistant, 4.0
Heald College 1999 — 2001
Business Software Applications, 3.7
Congregation Rodef Sholom September 2014 - Present
Marin Horizon School July 2014 - Present
JDRF San Francisco July 2007 - June 2009
Robertson Stephens Advisors LLC April 2000 - March 2002
Morgan Stanley September 1993 - March 2000
McKinsey & Company June 1992 - August 1992
PlanEcon June 1990 - July 1991
Morgan Stanley September 1988 - June 1990
Skills
Strategic Planning, Mergers, Financial Analysis, Financial Modeling, Business Strategy, Strategy, Business Development, Research, Sales, Valuation, Investments
Education
Tante Marie Culinary School 2010 — 2011
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1984 — 1988
Bachelor's Degree, Finance and Accounting
Robertson Stephens Advisors LLC October 2013 - Present
URE DESIGN CONSULTANCY May 2001 - Present
NeuStar, Inc. March 2010 - August 2011
Genentech November 2010 - July 2011
Google October 2010 - June 2011
Exelixis February 2005 - February 2010
Covia Labs March 2009 - 2010
SolutionSet May 2006 - September 2006
Porter Novelli (formerly Copithorne & Bellows) 1995 - 2000
Copithorne & Bellows 1994 - 1995
Skills
Graphic Design, Project Management, User Experience, Creative Direction, Positioning/Branding, Strategy, Ideation, Cross-functional Team..., Marketing, Marketing Strategy, Program Management, Advertising, Entrepreneurship, Integrated Marketing, Management, Public Relations, Social Media Marketing, Start-ups, Strategic Partnerships
Education
The Catholic University of America 1997 — 2001
BA, English
Robertson Stephens Advisors LLC May 2014 - Present
Mondo May 2013 - January 2014
Insight Global November 2011 - May 2013
Insight Global November 2011 - August 2012
European Auto Solutions August 2011 - October 2011
de Saisset Museum September 2010 - June 2011
Santa Clara Panhellenic September 2010 - June 2011
Summer@Park Program June 2010 - August 2010
European Auto Solutions June 2010 - August 2010
Buchser Middle School March 2009 - May 2009
Education
Santa Clara University 2007 — 2011
Fine Arts, Studio Art, Art History
University of New South Wales 2009 — 2009
Robertson Stephens Advisors LLC July 2015 - September 2015
St John's College, Cambridge December 2014 - June 2015
Cambridge Union Society November 2014 - March 2015
The Hoover Institution May 2013 - October 2013
Boys & Girls Clubs of America 2012 - 2013
Skills
Public Speaking, Teamwork, PowerPoint, Leadership
Education
University of Cambridge 2014 — 2017
Philosophy
Henry M. Gunn High School 2010 — 2014
High School
Robertson Stephens Advisors LLC May 2013 - Present
Stephens Inc. January 2004 - June 2012
CIBC Oppenheimer August 2002 - February 2004
Robertson Stephens January 1999 - August 2002
Morgan Stanley & Co., Inc. May 1989 - January 1999
Drexel Burnham Lambert September 1985 - May 1989
Education
Denison University 1981 — 1985
Bachelor's Degree, Economics
Deerfield Academy 1978 — 1981
High School
The Buckley School
Peloton Document Solutions July 2014 - Present
Lincoln International LLC April 2004 - December 2008
Zuma Capital Partners June 2003 - March 2004
Jordan Edmiston Group February 2002 - May 2003
Robertson Stephens Advisors LLC August 2000 - April 2001
Donaldson, Lufkin & Jenrette July 1997 - July 1998
Chase August 1995 - July 1997
Skills
Customer Service, Mergers & Acquisitions, Investment Banking, Private Equity, Financial Modeling, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
Master of Business Administration (MBA)
Hamilton College 1991 — 1995
Bachelor of Arts (B.A.), Math & Economics
Robertson Stephens Advisors LLC June 2015 - Present
ICONIQ Capital March 2014 - May 2015
Watershed Asset Management January 2007 - March 2014
Watershed Asset Management 2004 - 2007
Performance, Research and Design, Inc. 2003 - 2003
Economics Department, University of California, Santa Cruz 2002 - 2002
Skills
Bloomberg, Fixed Income, Venture Capital, Private Equity, Valuation, Derivatives, Investments, Equities, Financial Modeling, Hedge Funds, Asset Management, Alternative Investments, Capital Markets, Trading
Education
University of California, Santa Cruz 2002 — 2004
MS, Applied Economics and Finance
University of California, Santa Cruz 1999 — 2002
BA, Business Management Economics
Robertson Stephens Advisors LLC June 2015 - Present
Robertson Stephens Partners June 2015 - Present
WE Family Offices September 2013 - June 2015
Genspring Family Offices January 2008 - April 2013
Orion Capital Management LLC January 2004 - January 2008
Ardent Fund Management LLC April 2000 - December 2003
Standard & Poor's Securities Inc. January 1996 - April 2000
Gavin Benton Co & Mercator Partners May 1994 - January 1996
Skills
Asset Management, Investments, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Portfolio Management, Investment Management, Trading, Asset Managment, Investment Advisory, Real Estate
Education
LIU Post
Bachelor of Science (B.S.), Finance
Columbia University - Columbia Business School
Executive Education, Family Wealth Management
Robertson Stephens Advisors LLC June 2015 - Present
UBS Financial Services Inc. June 2008 - June 2015
Goldman Sachs October 2000 - June 2008
Skills
Asset Management, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Equities, Fixed Income, Capital Markets, Mutual Funds, Financial Analysis
Education
The Ohio State University 1988 — 1992
Bachelor of Science (B.S.), Family Financial Management
Call Center in Las Vegas February 2008 - Present
NRI Group LLC February 2002 - February 2008
Robertson Stephens Advisors LLC January 1998 - February 2001
NEXTEL COMMUNICATIONS INC June 1993 - January 1998
Education
Cerritos College
Chabot College