Robertson Stephens Advisors LLC

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Robertson Stephens Advisors LLC Employees

Employee
Years
Job
Industry
Robin Nakao Robin Nakao San Francisco Bay Area Details
Robin Nakao's Robertson Stephens Advisors LLC Experience February 2013 - Present
Job COO & CFO at Robertson Stephens Asset Management LLC
Industry Nonprofit Organization Management
Experience
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

Greg Rickman, MBA Greg Rickman, MBA San Francisco Bay Area Details
Greg Rickman, MBA's Robertson Stephens Advisors LLC Experience March 1999 - June 2001
Job Consultant at ZS Associates
Industry Management Consulting
Experience
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

Todd Weaver Todd Weaver Lake Worth, Florida Details
Todd Weaver's Robertson Stephens Advisors LLC Experience January 2000 - November 2000
Job Software Analyst, Procedural Documentation and Technical Writing
Industry Information Technology and Services
Experience
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

Ron Florance Ron Florance Phoenix, Arizona Details
Ron Florance's Robertson Stephens Advisors LLC Experience March 2015 - Present
Job President at RMF Consulting
Industry Investment Management
Experience
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

Matthew P Hepler Matthew P Hepler San Diego, California Details
Matthew P Hepler's Robertson Stephens Advisors LLC Experience September 2001 - June 2002
Job Managing Director Relational Investors
Industry Financial Services
Experience
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

Dan Newmark Dan Newmark San Francisco, California Details
Dan Newmark's Robertson Stephens Advisors LLC Experience May 2000 - August 2000
Job Executive Leadership Software and Services
Industry Computer Software
Experience
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

Tova Hornung Tova Hornung Greater Seattle Area Details
Tova Hornung's Robertson Stephens Advisors LLC Experience 1994 - 1997
Job The Gorilla Glue/EA
Industry Computer Software
Experience
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

Deja Navarro Deja Navarro San Francisco Bay Area Details
Deja Navarro's Robertson Stephens Advisors LLC Experience March 2014 - September 2014
Job Executive Assistant at Jupiter Systems
Industry Financial Services
Experience
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

Rebecca Lien Rebecca Lien United States Details
Rebecca Lien's Robertson Stephens Advisors LLC Experience April 2000 - March 2002
Job
Industry
Experience
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

Alyssa Ure Alyssa Ure San Francisco Bay Area Details
Alyssa Ure's Robertson Stephens Advisors LLC Experience October 2013 - Present
Job Director of Marketing and Communications
Industry Marketing and Advertising
Experience
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

Charlotte Allen Charlotte Allen San Francisco, California Details
Charlotte Allen's Robertson Stephens Advisors LLC Experience May 2014 - Present
Job Executive Assistant at Robertson Stephens Advisors
Industry Financial Services
Experience
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

Ben Atlas Ben Atlas Palo Alto, California Details
Ben Atlas's Robertson Stephens Advisors LLC Experience July 2015 - September 2015
Job Student at the University of Cambridge
Industry Higher Education
Experience
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

Andrew Blau Andrew Blau San Francisco, California Details
Andrew Blau's Robertson Stephens Advisors LLC Experience May 2013 - Present
Job Managing Director Robertson Stephens Advisors
Industry Investment Management
Experience
Robertson Stephens Advisors LLC   May 2013 - Present
Stephens Inc.  January 2004 - June 2012
CIBC Oppenheimer  August 2002 - February 2004
Robertson Stephens  January 1999 - August 2002
Morgan Stanley & Co., Inc.   May 1989 - January 1999
Drexel Burnham Lambert  September 1985 - May 1989

Education
Denison University   1981 — 1985
Bachelor's Degree, Economics

Deerfield Academy   1978 — 1981
High School

The Buckley School

Kyle Bolenbaugh Kyle Bolenbaugh Chicago, Illinois Details
Kyle Bolenbaugh's Robertson Stephens Advisors LLC Experience August 2000 - April 2001
Job Vice President, Midwest Region at Peloton Document Solutions
Industry Computer Software
Experience
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

Nicole Tanenbaum Nicole Tanenbaum San Francisco Bay Area Details
Nicole Tanenbaum's Robertson Stephens Advisors LLC Experience June 2015 - Present
Job Principal, Research & Strategy Group at Robertson Stephens Advisors LLC
Industry Investment Management
Experience
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

Bruce Arella Bruce Arella Greater New York City Area Details
Bruce Arella's Robertson Stephens Advisors LLC Experience June 2015 - Present
Job President, East Coast & Midwest Regions at Robertson Stephens Advisors LLC
Industry Financial Services
Experience
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

Jerry Nigro Jerry Nigro Greater Boston Area Details
Jerry Nigro's Robertson Stephens Advisors LLC Experience June 2015 - Present
Job Managing Director at Robertson Stephens Advisors LLC
Industry Financial Services
Experience
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

Cynthia Saez Cynthia Saez Las Vegas, Nevada Area Details
Cynthia Saez's Robertson Stephens Advisors LLC Experience January 1998 - February 2001
Job Operations Manager at a Call center
Industry Telecommunications
Experience
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