Sand Hill Advisors
Address: 245 Lytton Ave #300, Palo Alto, CA 94301 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–4PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (650) 854-9150Place name: Website: : : : : : Category: : Website: http://www.sandhillglobaladvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sand Hill Global Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Sand Hill Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sand Hill Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sand Hill Advisors Employees
Porter Lyons November 2011 - Present
Polo Ralph Lauren May 2011 - November 2011
Balenciaga March 2011 - June 2011
Milly February 2011 - May 2011
Future Heretics January 2010 - November 2010
Merrill Lynch July 2009 - February 2010
Sand Hill Advisors May 2006 - July 2006
DFS, Duty Free Shoppers May 2006 - July 2006
Skills
Sewing, Trend, Fashion, Illustrator, Merchandising, Textiles, Marketing, Apparel, Draping, Adobe Creative Suite, Jewelry, Photoshop, Visual Merchandising, Fashion Design, Styling, Creative Direction, InDesign, Sketching, Brand Development, Mac, Luxury Goods, Interior Design, Trend Forecasting, Graphic Design, Microsoft Excel, Social Media, Photography, Retail, Trend Analysis, Leadership, Fashion Illustration, Pattern
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Designation Associates, Fashion Design
Tulane University - A.B. Freeman School of Business 2008 — 2009
Masters, Finance
Tulane University 2004 — 2008
Bachlor of Science in Management, Marketing, Art Studio
Stanford University
Bachelor's degree
Menlo School 2000 — 2004
Miven Family Office August 2013 - August 2014
Sprott Global Resource Investments Ltd. September 2012 - April 2013
SVB Financial Group September 2008 - March 2010
Sand Hill Advisors October 2007 - October 2008
Credit Suisse June 2006 - October 2007
Skills
Financial Analysis, Investment Management, Financial Services, Relationship Management, Portfolio Management, Trade Operations, Investment Compliance, Operational Due..., Portfolio Performance..., Investment Advisor..., Asset Managment, Fixed Income, Equities, Mutual Funds, Restricted Stock, Asset Allocation, Equity Trading, Business Analysis, Business Process..., Strategic Planning, Internal Controls, Business Continuity..., SOX Compliancy, Advent, APX, Axys, Charles River IMS, Bloomberg, Microsoft Word, Microsoft Excel, Revenue Recognition, Revenue Analysis, Client Education, Client Relations Skills, Client Liaison, Manage Client..., Business Relationship..., Vendor Relationships, Vendor Management Skills, Investments, Accounting, Corporate Finance, Risk Analytics, Hedge Funds, Analytics, Account Reconciliation, Securities, Trading
Education
St. Mary's College of California 2006 — 2008
Master's Degree, Financial Analysis and Investment Management
California State University-Fullerton - College of Business and Economics 1997 — 2002
Bachelors of Arts, Business Administration Finance
Glovista Investments LLC August 2010 - Present
Merrill Lynch July 2007 - August 2010
Sand Hill Advisors December 2000 - July 2007
Merrill Lynch February 1997 - August 1999
Oppenheimer & Co. 1995 - 1997
James Capel 1995 - 1995
PepsiCo 1993 - 1994
McKinsey & Company 1992 - 1993
Skills
Asset Allocation, Securities, Investments, Alternative Investments, Equities
Education
Thunderbird School of Global Management 1990 — 1991
Instituto Tecnológico Autónomo de México 1985 — 1989
CPA, Accounting
Freelance Accountant November 2013 - Present
Beyond Bookkeeping March 2012 - November 2013
Long-Term Solutions, LLC November 2010 - August 2012
Sand Hill Advisors 2008 - 2010
De Marillac Academy 2007 - 2010
Women's Funding Network April 2004 - May 2007
Community Vocational Enterprises October 2001 - January 2004
auctionwatch.com April 2000 - September 2001
Construct Internet Design 1998 - 2000
Skills
Accounting, Finance, Budgets, Financial Analysis, Financial Reporting, CPA, Variance Analysis, Cash Flow, Fundraising, Microsoft Office, Customer Service, Nonprofits, Public Speaking, Strategic Financial..., Internal Controls, Auditing, Accounts Payable, Data Analysis, Financial Statement..., Treasury Management, Business Strategy, Leadership, Valuation, Transfer Pricing, Internal Audit, Enterprise Risk..., General Ledger, Due Diligence, Expansion Planning, Profitability analysis..., Allocation of shared..., Human Resources, Writing Policies and..., Managing AP and AR..., Reporting to Board of..., Form 990, Form 199, W-2s, Form 1099s, Form 1120, Form 1065, Non-Profit A-133 Audit, Schools, Investment Firms, Family Office, Internet Design, Tax Research, QuickBooks, Foundations
Education
Golden Gate University 2012 — 2015
MA, Accounting and Taxation, emphasis on Estate Taxes
San Francisco State University 2006 — 2011
BA, History, World History
San Francisco State University 1992 — 2000
BA, Accounting
Galileo High
Galileo High
Gatan Inc. March 2015 - Present
Sarah Kidder Designs (SKD) April 2005 - Present
Intematix January 2013 - January 2015
GigOptix Inc. December 2008 - January 2013
Lighting Up The Sky May 2009 - December 2009
GigOptix LLC January 2008 - December 2008
iTerra Communications April 2006 - January 2008
iTerra Communications November 2005 - April 2006
Sand Hill Advisors June 2004 - October 2005
Media Boston International January 2002 - June 2002
Skills
Mergers, Public Relations, Corporate Communications, Press Releases, Advertising, Strategic Planning, B2B, Event Planning, Marketing Communications, Trade Shows, Management, Internal Communications, Product Marketing, Sales Operations, Strategic Communications, Media Relations, Marketing Strategy
Education
Northeastern University 1999 — 2004
BS, Communications Studies: Speech & Rhetoric
Andreessen Horowitz July 2015 - Present
Andreessen Horowitz July 2013 - June 2015
Versant Ventures July 2008 - July 2013
Sand Hill Advisors April 2008 - July 2008
Education
University of California, San Diego 2003 — 2007
BA, Economics and Political Science
Kaspick & Company November 2008 - Present
SCM Advisors LLC April 2002 - October 2008
Sand Hill Advisors May 2000 - April 2002
Exponent Failure Analysis Associates March 1998 - May 2000
Skills
Client Relations, Trust Management, Planned Giving, Asset Allocation
Education
California State University-Fullerton
Certificate, Professional Fiduciary Management - Trusts
California State University-Fullerton
Certificate, Professional Fiduciary Management - Conservatorships
Notre Dame de Namur University
BS, Human Services
Goldstein Munger + Associates May 2014 - July 2015
Long-Term Solutions, LLC August 2007 - May 2014
Sand Hill Advisors April 2005 - August 2007
Navitas June 1997 - April 2005
Education
University of Phoenix 2010 — 2013
BSB, Finance, 3.78
The Private Client Reserve of U.S. Bank May 2011 - Present
CSI Capital Management (acquired Tamalpais Wealth Advisors) February 2010 - May 2011
Tamalpais Wealth Advisors May 2005 - February 2010
Sand Hill Advisors November 2002 - May 2005
Harris Bretall Sullivan & Smith LLC April 1993 - August 2002
Hambrecht & Quist November 1989 - April 1993
Bear Stearns September 1987 - November 1989
Skills
Portfolio Management, Equities, Options, Management, Asset Allocation, Hedge Funds, Investment Management, Alternative Investments, Investments, Wealth Management, Investment Strategies, Investment Advisory, Asset Management, Wealth Management..., Mutual Funds
Education
University of California, Santa Barbara 1984 — 1987
BA, Business / Economics
University of California, Berkeley Extension 2006 — 2008
Graduate Certificate, Personal Financial Planning
Financial Product Technologies 2007 - Present
Silent Capital Corporation 2009 - 2011
EMI Strategic Marketing 2005 - 2006
Pelletier Consulting, Inc. 2003 - 2005
Sand Hill Advisors 2001 - 2003
OffRoad Capital Corporation 1997 - 2001
Pelletier Consulting, Inc. 1991 - 1996
Charles Schwab 1987 - 1990
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA, Marketing & Finance
Harvard University 1982 — 1986
BA, Government
Phillips Academy 1978 — 1982
Bullseye Asset Management LLC April 2010 - Present
Janus Capital Management June 2005 - March 2009
Bay Isle Financial, Value Subsidiary of Janus Capital Group December 2000 - June 2005
Sand Hill Advisors 1997 - 2000
Skills
Asset Management, Portfolio Management, Alternative Investments, Equities, Hedge Funds, Investments, Mutual Funds, Financial Modeling, Investment Management, Valuation, Equity Research, Asset Allocation
Education
CFA Institute 1997 — 1999
CFA
Thunderbird School of Global Management 1995 — 1996
Master of International Management, Finance and International Management
Augustana College 1991 — 1995
B.A., Economics
Charles Schwab May 2014 - Present
Charles Schwab November 2008 - May 2014
Sand Hill Advisors May 2007 - May 2008
Education
California Lutheran University
Bachelor of Science (BS), Business Administration
Loyola Marymount University
Master of Business Administration (MBA)