Sand Hill Global Advisors
Description
Address: 245 Lytton Ave #300, Palo Alto, CA 94301 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–5PMThursday8AM–5PMFriday8AM–4PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (650) 854-9150: : Website: Place name: : 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 Global 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 Global Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sand Hill Global Advisors Employees
Employee
Years
Job
Industry
Michelle Madison Michelle Madison's Sand Hill Global Advisors Experience March 2011 - August 2014
Job Admin Assistant and EA
Industry Investment Management
Experience
Sand Hill Global Advisors March 2011 - August 2014
Jefferies LLC September 2007 - June 2009
CA Estate Preservation January 2003 - September 2007
Skills
Notary Public, Investments, Calendaring, Outlook, Calendars, Executive Support, Confidentiality, Financial Advisory, Office Management, Office Administration, Travel Arrangements, Invoicing, QuickBooks, Administration, Microsoft Office, Customer Service, Human Resources, Microsoft Excel, Microsoft Word, Event Planning, Leadership, PowerPoint, Marketing
Education
American InterContinental University 2007 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.0 GPA
Sand Hill Global Advisors March 2011 - August 2014
Jefferies LLC September 2007 - June 2009
CA Estate Preservation January 2003 - September 2007
Skills
Notary Public, Investments, Calendaring, Outlook, Calendars, Executive Support, Confidentiality, Financial Advisory, Office Management, Office Administration, Travel Arrangements, Invoicing, QuickBooks, Administration, Microsoft Office, Customer Service, Human Resources, Microsoft Excel, Microsoft Word, Event Planning, Leadership, PowerPoint, Marketing
Education
American InterContinental University 2007 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.0 GPA
Kimberleigh Williams, CFP® Kimberleigh Williams, CFP®'s Sand Hill Global Advisors Experience March 1998 - Present
Job Senior Wealth Manager at Sand Hill Global Advisors
Industry Investment Management
Experience
Sand Hill Global Advisors March 1998 - Present
Skills
Financial Planning, Retirement Planning, College Education..., Charitable Gift Planning, Investment Management
Education
Santa Clara University
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (BA), Psychology
Sand Hill Global Advisors March 1998 - Present
Skills
Financial Planning, Retirement Planning, College Education..., Charitable Gift Planning, Investment Management
Education
Santa Clara University
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (BA), Psychology
Herb Morgan Herb Morgan's Sand Hill Global Advisors Experience August 2007 - January 2010
Job Founder, CEO & Chief Investment Officer
Industry Investment Management
Experience
Efficient Market Advisors, LLC July 2004 - Present
Forbes.com March 2009 - Present
Theta Chi Fraternity July 2014 - Present
San Diego City Employees Retirement System May 2009 - July 2013
Theta Chi Fraternity, International Headquarters 2005 - June 2011
Sand Hill Global Advisors August 2007 - January 2010
Linsco Private Ledger 2002 - 2004
Dreyfus 2000 - 2003
ING Funds (Pilgrim) 1996 - 2000
J & W Seligman & Co., Inc December 1990 - July 1996
Skills
Economic Research, Finance, Investments, Government, Asset Allocation, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Financial Modeling, Retirement, Hedge Funds, Fixed Income, Investment Advisory, Economics, Strategic Financial..., Capital Markets, Mutual Funds, Market Analysis, Retirement Planning, Series 7, Asset Management, ETFs, Analysis, Corporate Finance, Commodity, Equities, Leadership, Market Research, Financial Services, Data Analysis, Securities, Financial Markets, Investment Management, Valuation, Alternative Investments, Asset Managment, Management, Financial Analysis, Estate Planning, Equity Research, Bonds, 401k, Bloomberg, Technical Analysis, Quantitative Analytics, Derivatives, Emerging Markets
Education
University of California, Santa Cruz 1984 — 1988
BA (Honors), Economics
El Camino High School 1980 — 1984
High School Diploma
Efficient Market Advisors, LLC July 2004 - Present
Forbes.com March 2009 - Present
Theta Chi Fraternity July 2014 - Present
San Diego City Employees Retirement System May 2009 - July 2013
Theta Chi Fraternity, International Headquarters 2005 - June 2011
Sand Hill Global Advisors August 2007 - January 2010
Linsco Private Ledger 2002 - 2004
Dreyfus 2000 - 2003
ING Funds (Pilgrim) 1996 - 2000
J & W Seligman & Co., Inc December 1990 - July 1996
Skills
Economic Research, Finance, Investments, Government, Asset Allocation, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Financial Modeling, Retirement, Hedge Funds, Fixed Income, Investment Advisory, Economics, Strategic Financial..., Capital Markets, Mutual Funds, Market Analysis, Retirement Planning, Series 7, Asset Management, ETFs, Analysis, Corporate Finance, Commodity, Equities, Leadership, Market Research, Financial Services, Data Analysis, Securities, Financial Markets, Investment Management, Valuation, Alternative Investments, Asset Managment, Management, Financial Analysis, Estate Planning, Equity Research, Bonds, 401k, Bloomberg, Technical Analysis, Quantitative Analytics, Derivatives, Emerging Markets
Education
University of California, Santa Cruz 1984 — 1988
BA (Honors), Economics
El Camino High School 1980 — 1984
High School Diploma
Spencer McCaffrey Spencer McCaffrey's Sand Hill Global Advisors Experience 2009 - 2010
Job Residential Realtor at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. RealtorKeller Williams CarlsbadDecember 2013 - Present
Keller Williams Realty/ Carmel Valley February 2013 - December 2013
Trident Realty Group June 2012 - February 2013
Dethrone Royalty INC January 2011 - October 2011
Sand Hill Global Advisors 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Real Estate, buyers agent, First Time Home Buyers, Residential Homes, Social Networking, Relocation Buyers, Online Marketing, Marketing, Social Media Marketing, Entrepreneurship, Sales, Social Media, Management, Marketing Strategy, Time Management, Retail, REO, Investment Properties, Investors, Condos, Referrals, Short Sales, Foreclosures, Relocation, Real Estate Transactions, Sellers, Selling, Buyer Representation, Listings
Education
Foothill College 2007 — 2010
Business Administration, Management and Operations
San Diego Miramar College 2006 — 2007
Business Administration, Management and Operations
Keller Williams Realty, Inc. RealtorKeller Williams CarlsbadDecember 2013 - Present
Keller Williams Realty/ Carmel Valley February 2013 - December 2013
Trident Realty Group June 2012 - February 2013
Dethrone Royalty INC January 2011 - October 2011
Sand Hill Global Advisors 2009 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Real Estate, buyers agent, First Time Home Buyers, Residential Homes, Social Networking, Relocation Buyers, Online Marketing, Marketing, Social Media Marketing, Entrepreneurship, Sales, Social Media, Management, Marketing Strategy, Time Management, Retail, REO, Investment Properties, Investors, Condos, Referrals, Short Sales, Foreclosures, Relocation, Real Estate Transactions, Sellers, Selling, Buyer Representation, Listings
Education
Foothill College 2007 — 2010
Business Administration, Management and Operations
San Diego Miramar College 2006 — 2007
Business Administration, Management and Operations
Todd Hopkins Todd Hopkins's Sand Hill Global Advisors Experience September 2010 - September 2011
Job Managing Partner at Hopkins Consult
Industry Investment Banking
Experience
Hopkins Consult February 2006 - Present
Sand Hill Global Advisors September 2010 - September 2011
UBS Wealth Management September 2004 - February 2006
Bank of America March 2000 - October 2004
J.P. Morgan October 1997 - October 1999
Charles Schwab January 1995 - October 1997
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Strategic Planning, Credit, Business Development, Financial Modeling, Business Planning, Finance, Strategic Financial..., Fixed Income, Customer Service, Credit Analysis, Organizational..., Refinance, Market Research, Options, Retail Banking, Outsourcing, Wealth Management, Private Equity, Mergers & Acquisitions, Valuation
Education
Colorado State University 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Hopkins Consult February 2006 - Present
Sand Hill Global Advisors September 2010 - September 2011
UBS Wealth Management September 2004 - February 2006
Bank of America March 2000 - October 2004
J.P. Morgan October 1997 - October 1999
Charles Schwab January 1995 - October 1997
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Strategic Planning, Credit, Business Development, Financial Modeling, Business Planning, Finance, Strategic Financial..., Fixed Income, Customer Service, Credit Analysis, Organizational..., Refinance, Market Research, Options, Retail Banking, Outsourcing, Wealth Management, Private Equity, Mergers & Acquisitions, Valuation
Education
Colorado State University 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Ron Leong, CFA Ron Leong, CFA's Sand Hill Global Advisors Experience 2012 - 2013
Job Chief Investment Officer
Industry Investment Management
Experience
Navigation Group 2013 - Present
Sand Hill Global Advisors 2012 - 2013
SeaCrest Investment Management, LLC 2011 - 2012
Montrose Asset Management 2004 - 2010
Husic Capital Management 1988 - 2003
Education
San Francisco State University 1985 — 1988
Bachelor of Science, Finance & Banking
Chartered Financial Analyst
License: Series 7, 63, & 65
Navigation Group 2013 - Present
Sand Hill Global Advisors 2012 - 2013
SeaCrest Investment Management, LLC 2011 - 2012
Montrose Asset Management 2004 - 2010
Husic Capital Management 1988 - 2003
Education
San Francisco State University 1985 — 1988
Bachelor of Science, Finance & Banking
Chartered Financial Analyst
License: Series 7, 63, & 65
Ben Liao Ben Liao's Sand Hill Global Advisors Experience August 2005 - October 2008
Job Treasury and Investor Relations Manager at SGI
Industry Computer Hardware
Experience
SGI January 2015 - Present
SGI June 2011 - January 2015
Hewlett-Packard April 2011 - June 2011
3PAR - an HP Company October 2008 - March 2011
Sand Hill Global Advisors August 2005 - October 2008
Parnassus Investments 1993 - 2005
Education
University of California, Los Angeles
BA
University of San Francisco
MBA
SGI January 2015 - Present
SGI June 2011 - January 2015
Hewlett-Packard April 2011 - June 2011
3PAR - an HP Company October 2008 - March 2011
Sand Hill Global Advisors August 2005 - October 2008
Parnassus Investments 1993 - 2005
Education
University of California, Los Angeles
BA
University of San Francisco
MBA
Karen E. Bradshaw's Sand Hill Global Advisors Experience April 2005 - October 2005
Job Development Coordinator at Mystic & Noank Library
Industry Fund-Raising
Experience
Mystic & Noank Library February 2015 - Present
Literacy Volunteers Valley Shore February 2014 - Present
Muffin Place Bakery December 2012 - Present
United Nations January 2012 - April 2012
International Bicycle Tours January 2007 - December 2007
Sand Hill Global Advisors April 2005 - October 2005
Brown University January 2001 - October 2004
Brown University June 1998 - January 2001
Clark University June 1993 - 1998
Skills
Customer Service, Teaching, Event Planning, Microsoft Office, English, Windows, Outlook, Budgets, Editing, Project Management, Travel Planning, Teaching English as a..., Museum Education, Grant Writing, Higher Education
Education
Clark University 1989 — 1993
Bachelor of Arts (B.A.), Psychology with Education concentration
Clark University 1994 — 1997
Master of Arts (M.A.), Museum Education
Tufts University 1999 — 2001
Museum Education Certificate
St. Giles International, San Francisco 2005 — 2005
CELTA (Certificate in English Language Teaching to Adults), ESL
Mystic & Noank Library February 2015 - Present
Literacy Volunteers Valley Shore February 2014 - Present
Muffin Place Bakery December 2012 - Present
United Nations January 2012 - April 2012
International Bicycle Tours January 2007 - December 2007
Sand Hill Global Advisors April 2005 - October 2005
Brown University January 2001 - October 2004
Brown University June 1998 - January 2001
Clark University June 1993 - 1998
Skills
Customer Service, Teaching, Event Planning, Microsoft Office, English, Windows, Outlook, Budgets, Editing, Project Management, Travel Planning, Teaching English as a..., Museum Education, Grant Writing, Higher Education
Education
Clark University 1989 — 1993
Bachelor of Arts (B.A.), Psychology with Education concentration
Clark University 1994 — 1997
Master of Arts (M.A.), Museum Education
Tufts University 1999 — 2001
Museum Education Certificate
St. Giles International, San Francisco 2005 — 2005
CELTA (Certificate in English Language Teaching to Adults), ESL
Chris Caruso Chris Caruso's Sand Hill Global Advisors Experience 2004 - 2007
Job Investment Advisor at Glovista Investments LLC
Industry Financial Services
Experience
Glovista Investments LLC March 2013 - Present
Citi May 2010 - March 2013
US Trust February 2007 - May 2010
Sand Hill Global Advisors 2004 - 2007
Leylegian Investments 2000 - 2004
Skills
Portfolio Management, Asset Allocation, Investments, Capital Markets, Risk Management, Wealth, Wealth Management, Alternative Investments, Asset Managment, Series 7, Investment Management, Equities, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Investment Strategies, Financial Advisory, Securities, Investment Advisory, ETFs
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
MBA
San Diego State University-California State University
BA, Economics
Glovista Investments LLC March 2013 - Present
Citi May 2010 - March 2013
US Trust February 2007 - May 2010
Sand Hill Global Advisors 2004 - 2007
Leylegian Investments 2000 - 2004
Skills
Portfolio Management, Asset Allocation, Investments, Capital Markets, Risk Management, Wealth, Wealth Management, Alternative Investments, Asset Managment, Series 7, Investment Management, Equities, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Investment Strategies, Financial Advisory, Securities, Investment Advisory, ETFs
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
MBA
San Diego State University-California State University
BA, Economics
Kristin (Lee) Sun, CFP® Kristin (Lee) Sun, CFP®'s Sand Hill Global Advisors Experience October 2011 - Present
Job Wealth Manager at Sand Hill Global Advisors
Industry Investment Management
Experience
Sand Hill Global Advisors October 2011 - Present
StarVista May 2014 - Present
Morgan Stanley Private Wealth Management March 2010 - October 2011
Morgan Stanley Smith Barney May 2006 - March 2010
Citi Smith Barney July 2003 - May 2006
Education
UC Berkeley 2000 — 2004
B.A. Interdisciplinary Studies
Saint Francis High School 1996 — 2000
Sand Hill Global Advisors October 2011 - Present
StarVista May 2014 - Present
Morgan Stanley Private Wealth Management March 2010 - October 2011
Morgan Stanley Smith Barney May 2006 - March 2010
Citi Smith Barney July 2003 - May 2006
Education
UC Berkeley 2000 — 2004
B.A. Interdisciplinary Studies
Saint Francis High School 1996 — 2000
Priscilla Joyce Priscilla Joyce's Sand Hill Global Advisors Experience November 2007 - Present
Job Marketing & Communications Coordinator, Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors November 2007 - Present
WorkForce OS January 2001 - July 2007
SAIC August 1987 - July 1998
Skills
Project Management, Marketing Communications, Business & Marketing..., Editing, Copy Editing, Marketing, Event Planning, Research, Microsoft Office
Education
University of Washington
BA, English
San Jose State University
Sand Hill Global Advisors November 2007 - Present
WorkForce OS January 2001 - July 2007
SAIC August 1987 - July 1998
Skills
Project Management, Marketing Communications, Business & Marketing..., Editing, Copy Editing, Marketing, Event Planning, Research, Microsoft Office
Education
University of Washington
BA, English
San Jose State University
Elizabeth Farel's Sand Hill Global Advisors Experience August 2015 - Present
Job Associate at Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors August 2015 - Present
Wells Fargo Advisors August 2012 - June 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Investments, Public Speaking, Social Media, Research, Microsoft Word, Project Management, Event Planning, Customer Service, Business Development, Entrepreneurship, Social Media Marketing
Education
Santa Clara University 2013 — 2015
Bachelor of Science (BS), Finance
Cañada College 2011 — 2013
Associate of Arts (A.A.) and Associate of Science (A.S.), Economics and Business Administration
Menlo Atherton High School 2008 — 2012
Sand Hill Global Advisors August 2015 - Present
Wells Fargo Advisors August 2012 - June 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Investments, Public Speaking, Social Media, Research, Microsoft Word, Project Management, Event Planning, Customer Service, Business Development, Entrepreneurship, Social Media Marketing
Education
Santa Clara University 2013 — 2015
Bachelor of Science (BS), Finance
Cañada College 2011 — 2013
Associate of Arts (A.A.) and Associate of Science (A.S.), Economics and Business Administration
Menlo Atherton High School 2008 — 2012
Gina Lin's Sand Hill Global Advisors Experience May 2014 - Present
Job Executive Assistant at Sand Hill Global Advisors
Industry Investment Management
Experience
Sand Hill Global Advisors May 2014 - Present
Benchmark Capital June 2013 - January 2014
Blowfish Sushi To Die For October 2010 - October 2012
Straits and Sino Restaurants February 2010 - October 2010
Skills
Social Media, Catering, Restaurants, Event Planning, Social Media Marketing, Event Management, Menu Development, Customer Service, Sales, Hospitality, Online Marketing, Marketing, Social Networking, Photoshop, Graphic Design, Parties, Banquets, New Business Development, CRM, Marketing Strategy, Budgets, Market Research, Promotions, Corporate Events, Entertainment, Facebook, Trade Shows, Public Relations, Email Marketing, Food & Beverage, Sponsorship, Office Administration, Administrative..., Office Management, Axys, Advertising, Investments, Financial Services, Lead Generation, Leadership, Marketing Communications
Education
De Anza College
General Studies
Sand Hill Global Advisors May 2014 - Present
Benchmark Capital June 2013 - January 2014
Blowfish Sushi To Die For October 2010 - October 2012
Straits and Sino Restaurants February 2010 - October 2010
Skills
Social Media, Catering, Restaurants, Event Planning, Social Media Marketing, Event Management, Menu Development, Customer Service, Sales, Hospitality, Online Marketing, Marketing, Social Networking, Photoshop, Graphic Design, Parties, Banquets, New Business Development, CRM, Marketing Strategy, Budgets, Market Research, Promotions, Corporate Events, Entertainment, Facebook, Trade Shows, Public Relations, Email Marketing, Food & Beverage, Sponsorship, Office Administration, Administrative..., Office Management, Axys, Advertising, Investments, Financial Services, Lead Generation, Leadership, Marketing Communications
Education
De Anza College
General Studies
Ben Salehi Ben Salehi's Sand Hill Global Advisors Experience June 2015 - August 2015
Job Financial Analyst Intern at Sand Hill Global Advisors
Industry Investment Management
Experience
Sand Hill Global Advisors June 2015 - August 2015
California State University, Sacramento January 2015 - June 2015
Tahoe Joe's Steakhouse April 2013 - June 2015
Farmers Insurance January 2010 - July 2010
Skills
Data Analysis, Microsoft Excel, Statgraphics, Equity Analysis, Bloomberg Terminal, Research, Leadership, Regression Analysis, Security Analysis, Microsoft Access, Public Speaking, Social Media, Time Management, PowerPoint, Microsoft Word, Marketing, Sales
Education
California State University-Sacramento 2013 — 2015
Bachelor of Science (B.S.) Business Administration, Finance, General
Sierra College 2010 — 2013
Associate of Science (A.S.), Accounting
Sand Hill Global Advisors June 2015 - August 2015
California State University, Sacramento January 2015 - June 2015
Tahoe Joe's Steakhouse April 2013 - June 2015
Farmers Insurance January 2010 - July 2010
Skills
Data Analysis, Microsoft Excel, Statgraphics, Equity Analysis, Bloomberg Terminal, Research, Leadership, Regression Analysis, Security Analysis, Microsoft Access, Public Speaking, Social Media, Time Management, PowerPoint, Microsoft Word, Marketing, Sales
Education
California State University-Sacramento 2013 — 2015
Bachelor of Science (B.S.) Business Administration, Finance, General
Sierra College 2010 — 2013
Associate of Science (A.S.), Accounting
Meghan DeGroot Meghan DeGroot's Sand Hill Global Advisors Experience October 2012 - June 2014
Job Portfolio Manager at Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors October 2012 - June 2014
SharesPost August 2011 - March 2012
Bernstein Global Wealth Management November 2008 - August 2011
Fisher Investments June 2006 - September 2008
Skills
CFA Level II Candidate, Fixed Income, Series 7, Series 63, Asset Managment, Investments, Investment Strategies, Asset Allocation, Equities, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, International Business, Spanish
University of Valencia
Bachelor's Degree, Business/Spanish
Sand Hill Global Advisors October 2012 - June 2014
SharesPost August 2011 - March 2012
Bernstein Global Wealth Management November 2008 - August 2011
Fisher Investments June 2006 - September 2008
Skills
CFA Level II Candidate, Fixed Income, Series 7, Series 63, Asset Managment, Investments, Investment Strategies, Asset Allocation, Equities, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, International Business, Spanish
University of Valencia
Bachelor's Degree, Business/Spanish
Jeffrey Abadie, CFP® Jeffrey Abadie, CFP®'s Sand Hill Global Advisors Experience January 2005 - Present
Job Senior Wealth Manager at Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors January 2005 - Present
San Francisco Child Abuse Prevention Center August 2014 - Present
Kids' Turn (Non Profit) May 2008 - August 2014
First Allied Securities May 1999 - November 2004
US Navy June 1992 - June 1996
Skills
Portfolio Management, Financial Planning, Retirement, Financial Analysis, Cash Flow, Asset Allocation, Wealth Management, Investments
Education
San Diego State University-California State University 1999 — 2003
BA, Finance
Sand Hill Global Advisors January 2005 - Present
San Francisco Child Abuse Prevention Center August 2014 - Present
Kids' Turn (Non Profit) May 2008 - August 2014
First Allied Securities May 1999 - November 2004
US Navy June 1992 - June 1996
Skills
Portfolio Management, Financial Planning, Retirement, Financial Analysis, Cash Flow, Asset Allocation, Wealth Management, Investments
Education
San Diego State University-California State University 1999 — 2003
BA, Finance
Ivan Chan's Sand Hill Global Advisors Experience March 2012 - Present
Job Trader at Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors March 2012 - Present
Three Bridge Wealth Advisors, LLC August 2009 - March 2012
Citi Smith Barney February 2006 - August 2009
BGI 2005 - 2005
Education
University of California, Berkeley 1999 — 2005
Bachelors of Science, Applied Mathematics
Abraham Lincoln
Sand Hill Global Advisors March 2012 - Present
Three Bridge Wealth Advisors, LLC August 2009 - March 2012
Citi Smith Barney February 2006 - August 2009
BGI 2005 - 2005
Education
University of California, Berkeley 1999 — 2005
Bachelors of Science, Applied Mathematics
Abraham Lincoln
Sonya Danne's Sand Hill Global Advisors Experience Director, Vice President; Institutional Equity SalesMerrill Lynch1997 - 2005
Job Portfolio Manager at Sand Hill Global Advisors
Industry Capital Markets
Experience
Sand Hill Global Advisors Director, Vice President; Institutional Equity SalesMerrill Lynch1997 - 2005
M.J. Whitman, Third Avenue Value Fund 1994 - 1996
Skills
Hedge Funds, Equities, Capital Markets, Fixed Income, Alternative Investments, Series 63, Venture Capital, Investments, Private Equity, Trading Systems, Equity Valuation, Mutual Funds, Equity Research, Securities, Trading, Due Diligence, Bloomberg, Financial Modeling, Equity Trading, Wealth Management, Derivatives, Private Placements, Asset Allocation, Financial Analysis, Electronic Trading, Asset Managment, Investment Advisory, Emerging Markets, Financial Services, FINRA, Commodity, Investment Strategies, Financial Markets, Risk Management, Relationship Management, Options, Asset Management, Uniform Combined State..., Valuation, Investment Management, IPO, Swaps, Finance, Corporate Development, Series 7, Mergers & Acquisitions, Structured Products, Corporate Finance, Equity Derivatives, Investor Relations
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Bucknell University 1988 — 1992
BA, Economics, IR/German
Sand Hill Global Advisors Director, Vice President; Institutional Equity SalesMerrill Lynch1997 - 2005
M.J. Whitman, Third Avenue Value Fund 1994 - 1996
Skills
Hedge Funds, Equities, Capital Markets, Fixed Income, Alternative Investments, Series 63, Venture Capital, Investments, Private Equity, Trading Systems, Equity Valuation, Mutual Funds, Equity Research, Securities, Trading, Due Diligence, Bloomberg, Financial Modeling, Equity Trading, Wealth Management, Derivatives, Private Placements, Asset Allocation, Financial Analysis, Electronic Trading, Asset Managment, Investment Advisory, Emerging Markets, Financial Services, FINRA, Commodity, Investment Strategies, Financial Markets, Risk Management, Relationship Management, Options, Asset Management, Uniform Combined State..., Valuation, Investment Management, IPO, Swaps, Finance, Corporate Development, Series 7, Mergers & Acquisitions, Structured Products, Corporate Finance, Equity Derivatives, Investor Relations
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Bucknell University 1988 — 1992
BA, Economics, IR/German
Ric Mauricio EA, CFP's Sand Hill Global Advisors Experience September 1991 - September 1999
Job Investments, Tax and Accounting
Industry Investment Management
Experience
Family Office May 1976 - Present
H&R Block 1999 - Present
Robert Half International 1999 - Present
Franklin Templeton Investments January 2003 - December 2006
VMware 2004 - 2005
Olympian Oil Company September 1999 - September 2002
Sand Hill Global Advisors September 1991 - September 1999
Morgan Stanley February 1982 - September 1991
Pacific Gas and Electric Company February 1973 - February 1981
Skills
QuickBooks, Financial Reporting, Accounting, Certified Excel..., Financial Analysis, Account Reconciliation, Cash Flow, Auditing, Tax, Investment Analysis, Valuation, Analysis, Fixed Assets, Accounts Receivable, Accounts Payable, Finance, Invoicing, Return on Investment..., Investments, Management, Budgets, GAAP, Financial Planning
Education
San Francisco State University
Bachelor's degree, World Business Management
Family Office May 1976 - Present
H&R Block 1999 - Present
Robert Half International 1999 - Present
Franklin Templeton Investments January 2003 - December 2006
VMware 2004 - 2005
Olympian Oil Company September 1999 - September 2002
Sand Hill Global Advisors September 1991 - September 1999
Morgan Stanley February 1982 - September 1991
Pacific Gas and Electric Company February 1973 - February 1981
Skills
QuickBooks, Financial Reporting, Accounting, Certified Excel..., Financial Analysis, Account Reconciliation, Cash Flow, Auditing, Tax, Investment Analysis, Valuation, Analysis, Fixed Assets, Accounts Receivable, Accounts Payable, Finance, Invoicing, Return on Investment..., Investments, Management, Budgets, GAAP, Financial Planning
Education
San Francisco State University
Bachelor's degree, World Business Management
Tori Creighton's Sand Hill Global Advisors Experience June 2006 - August 2006
Job AA / Office Manager
Industry Venture Capital & Private Equity
Experience
Playground.global May 2015 - Present
Lydian Academy, LLC June 2014 - May 2015
Mid-Peninsula Animal Hospital August 2013 - June 2014
Playful Pooch Dog Daycare August 2012 - August 2013
Sniff Dog Hotel September 2011 - July 2012
This Little Piggy Wears Cotton September 2007 - March 2008
Sand Hill Global Advisors June 2006 - August 2006
Skills
Customer Service, Higher Education, Public Speaking, Research, Curriculum Design, Curriculum Development, Strategic Planning, Microsoft Office, Data Entry, Office Management, Office Administration, Administrative..., Organizational...
Education
University of Portland 2008 — 2011
Bachelor of Arts (B.A.), Sociology
Playground.global May 2015 - Present
Lydian Academy, LLC June 2014 - May 2015
Mid-Peninsula Animal Hospital August 2013 - June 2014
Playful Pooch Dog Daycare August 2012 - August 2013
Sniff Dog Hotel September 2011 - July 2012
This Little Piggy Wears Cotton September 2007 - March 2008
Sand Hill Global Advisors June 2006 - August 2006
Skills
Customer Service, Higher Education, Public Speaking, Research, Curriculum Design, Curriculum Development, Strategic Planning, Microsoft Office, Data Entry, Office Management, Office Administration, Administrative..., Organizational...
Education
University of Portland 2008 — 2011
Bachelor of Arts (B.A.), Sociology