Stone & Youngberg
Industry: Company
DescriptionFounded: 1931 Parent organization: Stifel Subsidiaries: S&Y Asset Management LLC, S&Y Capital Group, LLC.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportStone & Youngberg LLCWebsiteDirections Saved (0) Saved Save Investment bank in San Francisco, California Address: 1 Sausalito - San Francisco Ferry Bldg, San Francisco, CA 94111 Phone: (415) 445-2300: Place name: : : : Category: Website: : : Hours: Website: http://www.syllc.com/ Category: Investment Bank 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.Add missing informationAdd business hours 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 Stone & Youngberg LLC Posting publicly on the Web Write a review Reviews Be the first to review
Stone & Youngberg List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Stone & Youngberg. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Stone & Youngberg Employees
Employee
Years
Job
Industry
Angela Cerreta Angela Cerreta's Stone & Youngberg Experience June 2001 - August 2002
Job Director of Operations at DPG
Industry Food & Beverages
Experience
Daniel Patterson Group April 2014 - Present
Twenty Five Lusk April 2012 - April 2014
Perry St. by Jean-Georges October 2011 - January 2012
Bar Boulud June 2010 - October 2011
Harrah's Entertainment May 2009 - August 2009
GSG Development December 2005 - May 2008
MGM Grand Hotel & Casino May 2005 - December 2005
MGM Grand Hotel & Casino May 2004 - January 2005
Stone & Youngberg June 2001 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
IE Business School 2009 — 2009
Claremont McKenna College 2001 — 2005
Bachelor Degree
Ecole Saint Francois d'Assise 2000 — 2001
Rotary Exchange Student
Daniel Patterson Group April 2014 - Present
Twenty Five Lusk April 2012 - April 2014
Perry St. by Jean-Georges October 2011 - January 2012
Bar Boulud June 2010 - October 2011
Harrah's Entertainment May 2009 - August 2009
GSG Development December 2005 - May 2008
MGM Grand Hotel & Casino May 2005 - December 2005
MGM Grand Hotel & Casino May 2004 - January 2005
Stone & Youngberg June 2001 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
IE Business School 2009 — 2009
Claremont McKenna College 2001 — 2005
Bachelor Degree
Ecole Saint Francois d'Assise 2000 — 2001
Rotary Exchange Student
Jennifer Tonda Jennifer Tonda's Stone & Youngberg Experience June 2003 - October 2011
Job Institutional Corporate Trading at Falcon Square Capital
Industry Financial Services
Experience
Falcon Square Capital July 2014 - Present
Crowell, Weedon & Co. November 2011 - October 2013
Stone & Youngberg June 2003 - October 2011
Charles Schwab August 1993 - June 2003
Skills
Bonds, Trading, Investments, Structured Finance, Series 7, High Yield, Fixed Income, Bloomberg, Series 63, Equities, Alternative Investments, Securities, Asset Management, Portfolio Management, Wealth Management
Education
UC Berkeley
BA, Business/Economics
Falcon Square Capital July 2014 - Present
Crowell, Weedon & Co. November 2011 - October 2013
Stone & Youngberg June 2003 - October 2011
Charles Schwab August 1993 - June 2003
Skills
Bonds, Trading, Investments, Structured Finance, Series 7, High Yield, Fixed Income, Bloomberg, Series 63, Equities, Alternative Investments, Securities, Asset Management, Portfolio Management, Wealth Management
Education
UC Berkeley
BA, Business/Economics
Mike Wagner Mike Wagner's Stone & Youngberg Experience August 2006 - February 2012
Job Senior IT Director, Business Applications at KapStone Paper and Packaging Corporation
Industry Paper & Forest Products
Experience
KapStone Paper and Packaging Corporation January 2014 - Present
Longview Fibre February 2012 - December 2013
Stone & Youngberg August 2006 - February 2012
Plum Creek February 2002 - August 2006
BondDesk Group LLC May 1999 - February 2002
Seattle-Northwest Securities Corporation 1995 - 1999
Skills
Strategic Planning, Process Improvement, Management, Leadership, Project Management, Outsourcing, ERP, Analysis, Training, Enterprise Architecture, Executive Management, Governance, Finance, Sales, Analytics, Agile Methodologies, Business Analysis, Strategy, Financial Modeling, Risk Management, Mergers, Team Building, Investments, Business Strategy, Customer Service, Asset Managment, Program Management, Budgets
Education
The University of Montana - School of Business Administration 1987 — 1991
Bachelor of Science, Finance
KapStone Paper and Packaging Corporation January 2014 - Present
Longview Fibre February 2012 - December 2013
Stone & Youngberg August 2006 - February 2012
Plum Creek February 2002 - August 2006
BondDesk Group LLC May 1999 - February 2002
Seattle-Northwest Securities Corporation 1995 - 1999
Skills
Strategic Planning, Process Improvement, Management, Leadership, Project Management, Outsourcing, ERP, Analysis, Training, Enterprise Architecture, Executive Management, Governance, Finance, Sales, Analytics, Agile Methodologies, Business Analysis, Strategy, Financial Modeling, Risk Management, Mergers, Team Building, Investments, Business Strategy, Customer Service, Asset Managment, Program Management, Budgets
Education
The University of Montana - School of Business Administration 1987 — 1991
Bachelor of Science, Finance
Kathleen Plant Kathleen Plant's Stone & Youngberg Experience June 2010 - December 2010
Job Product Marketing Associate at Castlight Health
Industry Computer Software
Experience
Castlight Health April 2015 - Present
Practice Fusion May 2014 - December 2014
The Clorox Company March 2013 - April 2014
Santa Clara University President's Office September 2010 - March 2012
Stone & Youngberg June 2010 - December 2010
Mark DeSaulnier for Congress June 2009 - September 2009
Skills
Medical Software, Marketing Communications, Customer Service, Social Media Marketing, Social Networking, Data Analysis, Marketing, Community Engagement, Microsoft Office, Medical Software Sales, Digital Marketing, Social Media, Medical Technology, Software Implementation, Social Media Blogging, Customer Engagement, Persuasion Skills, Professional..., NetSuite, Communication Written, Microsoft Excel, Supply Chain, Marketing Strategy, Organizational..., Strategic Sales Plans, PowerPoint, Public Relations, Brand Development, E-commerce, Problem Solving, MS Excel Pivot Tables, Persuasive Writing, SAP BW, Siebel, WordPress, Twitter, Facebook, Proofreading, Copy Editing, Microsoft Word, Blogging
Education
Santa Clara University 2009 — 2012
B.S., Political Science, Pre-Law
College of the Holy Cross 2008 — 2009
Political Science
Castlight Health April 2015 - Present
Practice Fusion May 2014 - December 2014
The Clorox Company March 2013 - April 2014
Santa Clara University President's Office September 2010 - March 2012
Stone & Youngberg June 2010 - December 2010
Mark DeSaulnier for Congress June 2009 - September 2009
Skills
Medical Software, Marketing Communications, Customer Service, Social Media Marketing, Social Networking, Data Analysis, Marketing, Community Engagement, Microsoft Office, Medical Software Sales, Digital Marketing, Social Media, Medical Technology, Software Implementation, Social Media Blogging, Customer Engagement, Persuasion Skills, Professional..., NetSuite, Communication Written, Microsoft Excel, Supply Chain, Marketing Strategy, Organizational..., Strategic Sales Plans, PowerPoint, Public Relations, Brand Development, E-commerce, Problem Solving, MS Excel Pivot Tables, Persuasive Writing, SAP BW, Siebel, WordPress, Twitter, Facebook, Proofreading, Copy Editing, Microsoft Word, Blogging
Education
Santa Clara University 2009 — 2012
B.S., Political Science, Pre-Law
College of the Holy Cross 2008 — 2009
Political Science
Trevor Williams Trevor Williams's Stone & Youngberg Experience May 2011 - August 2011
Job Investment Analyst at C.M. Capital Advisors
Industry Investment Management
Experience
C.M. Capital Advisors January 2014 - Present
ICONIQ Capital July 2013 - January 2014
Bloomberg LP June 2012 - August 2012
Fisher Investments December 2011 - March 2012
Stone & Youngberg May 2011 - August 2011
Skills
Financial Analysis, Research, PowerPoint, Microsoft Office, Market Research, Marketing Strategy, Bloomberg Terminal
Education
Santa Clara University 2011 — 2013
Political Science
The Johns Hopkins University 2009 — 2011
Political Science
Menlo School 2005 — 2009
C.M. Capital Advisors January 2014 - Present
ICONIQ Capital July 2013 - January 2014
Bloomberg LP June 2012 - August 2012
Fisher Investments December 2011 - March 2012
Stone & Youngberg May 2011 - August 2011
Skills
Financial Analysis, Research, PowerPoint, Microsoft Office, Market Research, Marketing Strategy, Bloomberg Terminal
Education
Santa Clara University 2011 — 2013
Political Science
The Johns Hopkins University 2009 — 2011
Political Science
Menlo School 2005 — 2009
Gina Weaver Gina Weaver's Stone & Youngberg Experience January 2006 - July 2008
Job Administrative Assistant
Industry Computer Software
Experience
Bill Me Later, Inc. July 2008 - December 2014
Stone & Youngberg January 2006 - July 2008
Wilsons Leather February 2004 - January 2006
Skills
Administrative..., Office Management, Human Resources, Vendor Management, Executive..., Accounting, Facilities Management, Receptionist Duties
Education
Sonoma State University 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Diablo Valley College 2001 — 2003
General Studies
Bill Me Later, Inc. July 2008 - December 2014
Stone & Youngberg January 2006 - July 2008
Wilsons Leather February 2004 - January 2006
Skills
Administrative..., Office Management, Human Resources, Vendor Management, Executive..., Accounting, Facilities Management, Receptionist Duties
Education
Sonoma State University 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Diablo Valley College 2001 — 2003
General Studies
Benjamin A. Beller Benjamin A. Beller's Stone & Youngberg Experience May 2007 - August 2007
Job Insurance Claims Professional
Industry Insurance
Experience
Fourseventy Claim Management October 2011 - Present
Wardlaw Claims Service, LLP June 2009 - July 2011
Forex Capital Markets June 2008 - August 2008
Stone & Youngberg May 2007 - August 2007
Claremont McKenna College September 2005 - January 2007
Skills
Economics, Data Analysis, Market Analysis, French, Microsoft Excel, Equity Research, Risk Management, Finance, Valuation, Financial Analysis, Investments, Research, Negotiation, PowerPoint, Accounting
Education
Claremont McKenna College 2005 — 2009
Bachelor of Arts, Economics, Psychology
University of California, Los Angeles 2013 — 2014
Accounting and Finance
Jess Schwartz College Prep 2001 — 2005
Fourseventy Claim Management October 2011 - Present
Wardlaw Claims Service, LLP June 2009 - July 2011
Forex Capital Markets June 2008 - August 2008
Stone & Youngberg May 2007 - August 2007
Claremont McKenna College September 2005 - January 2007
Skills
Economics, Data Analysis, Market Analysis, French, Microsoft Excel, Equity Research, Risk Management, Finance, Valuation, Financial Analysis, Investments, Research, Negotiation, PowerPoint, Accounting
Education
Claremont McKenna College 2005 — 2009
Bachelor of Arts, Economics, Psychology
University of California, Los Angeles 2013 — 2014
Accounting and Finance
Jess Schwartz College Prep 2001 — 2005
Matt Page Matt Page's Stone & Youngberg Experience June 1998 - August 1998
Job Certified Financial Planner at Lucas Group Financial Planners
Industry Financial Services
Experience
Lucas Group Financial Planners August 2014 - Present
Capital Planning Advisors December 2010 - August 2014
Foord, Van Bruggen, Ebersole & Pajak June 2004 - December 2010
Trackmagic Racing July 2002 - June 2004
Wells Fargo September 2001 - June 2002
Morgan Stanley September 1998 - May 2001
Stone & Youngberg June 1998 - August 1998
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Lucas Group Financial Planners August 2014 - Present
Capital Planning Advisors December 2010 - August 2014
Foord, Van Bruggen, Ebersole & Pajak June 2004 - December 2010
Trackmagic Racing July 2002 - June 2004
Wells Fargo September 2001 - June 2002
Morgan Stanley September 1998 - May 2001
Stone & Youngberg June 1998 - August 1998
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Samantha Lewins's Stone & Youngberg Experience September 2003 - June 2012
Job Compliance Officer at First Republic Securities Company, LLC
Industry Financial Services
Experience
First Republic Bank July 2012 - Present
Stone & Youngberg September 2003 - June 2012
Trinity College, Hartford November 2002 - May 2003
Education
University of San Francisco 2005 — 2007
Master of Arts, Sports Management
Trinity College-Hartford 1999 — 2002
International Studies, Comparative Development
First Republic Bank July 2012 - Present
Stone & Youngberg September 2003 - June 2012
Trinity College, Hartford November 2002 - May 2003
Education
University of San Francisco 2005 — 2007
Master of Arts, Sports Management
Trinity College-Hartford 1999 — 2002
International Studies, Comparative Development
Chris Frank Chris Frank's Stone & Youngberg Experience June 2009 - September 2009
Job Corporate Ratings Associate Director at Standard & Poor's
Industry Banking
Experience
Standard & Poor's January 2012 - Present
Wells Fargo Securities November 2010 - December 2011
Stone & Youngberg June 2009 - September 2009
Countrywide Home Loans June 2007 - August 2008
Capital One Mortgage (formerly GreenPoint Mortgage) October 2004 - June 2007
Capital One Mortgage (formerly GreenPoint Mortgage) July 2003 - October 2004
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance & Real Estate
University of California, Davis 1999 — 2003
BA, Economics and Political Science
St. Ignatius College Prep 1995 — 1999
High School
Standard & Poor's January 2012 - Present
Wells Fargo Securities November 2010 - December 2011
Stone & Youngberg June 2009 - September 2009
Countrywide Home Loans June 2007 - August 2008
Capital One Mortgage (formerly GreenPoint Mortgage) October 2004 - June 2007
Capital One Mortgage (formerly GreenPoint Mortgage) July 2003 - October 2004
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance & Real Estate
University of California, Davis 1999 — 2003
BA, Economics and Political Science
St. Ignatius College Prep 1995 — 1999
High School
Matthew E. Diamond, M.S.F. Matthew E. Diamond, M.S.F.'s Stone & Youngberg Experience November 2002 - February 2008
Job Senior Financial Consultant at National Government Services, Inc., an affiliate of Anthem, Inc.
Industry Information Technology and Services
Experience
National Government Services, Inc., an affiliate of Anthem, Inc. July 2013 - Present
Honeywell Technology Solutions, Inc., a subsidiary of Honeywell International, Inc. December 2009 - July 2013
Hannon Armstrong March 2008 - November 2009
Stone & Youngberg November 2002 - February 2008
Skills
Financial Analysis, Financial Modeling, Finance, Strategy, Corporate Finance, Analysis, Leadership, Strategic Financial..., Accounting, Business Development, Financial Reporting, Investments, Financial Risk, New Business Development, Mergers & Acquisitions, Due Diligence, Budgets, Fixed Income, Risk Management, Restructuring, Forecasting, Process Improvement, Project Finance, Government Compliance, Valuation, Structured Finance, Financial Structuring, Managerial Finance, Business Process..., Credit, Equities, Cross-functional Team..., Business Analysis, Financial Statements
Education
The Johns Hopkins University 2009 — 2013
Master of Science (M.S.), Finance, 3.73
Syracuse University - Maxwell School 1996 — 1997
MPA, Public Finance, 3.725
Syracuse University 1990 — 1994
Bachelor of Arts, Policy Studies and Political Science
National Government Services, Inc., an affiliate of Anthem, Inc. July 2013 - Present
Honeywell Technology Solutions, Inc., a subsidiary of Honeywell International, Inc. December 2009 - July 2013
Hannon Armstrong March 2008 - November 2009
Stone & Youngberg November 2002 - February 2008
Skills
Financial Analysis, Financial Modeling, Finance, Strategy, Corporate Finance, Analysis, Leadership, Strategic Financial..., Accounting, Business Development, Financial Reporting, Investments, Financial Risk, New Business Development, Mergers & Acquisitions, Due Diligence, Budgets, Fixed Income, Risk Management, Restructuring, Forecasting, Process Improvement, Project Finance, Government Compliance, Valuation, Structured Finance, Financial Structuring, Managerial Finance, Business Process..., Credit, Equities, Cross-functional Team..., Business Analysis, Financial Statements
Education
The Johns Hopkins University 2009 — 2013
Master of Science (M.S.), Finance, 3.73
Syracuse University - Maxwell School 1996 — 1997
MPA, Public Finance, 3.725
Syracuse University 1990 — 1994
Bachelor of Arts, Policy Studies and Political Science
Selene Savage Selene Savage's Stone & Youngberg Experience July 1989 - June 2000
Job retired at none
Industry Consumer Services
Experience
none June 2011 - Present
State Compensation Insurance Fund June 2001 - December 2011
Stone & Youngberg July 1989 - June 2000
"Self Employed" February 1984 - June 1989
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Outlook, Windows, Troubleshooting, Process Improvement, Budgets, Computer Hardware, Team Building, Access, Software Documentation, Bookkeeping, Inventory Management, Call Centers, Strategic Planning, Accounting
Education
Solano Community College 1980 — 1983
no degree earned, Business, accounting and programming, A
Skyline College 1979 — 1979
none, accounting
none June 2011 - Present
State Compensation Insurance Fund June 2001 - December 2011
Stone & Youngberg July 1989 - June 2000
"Self Employed" February 1984 - June 1989
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Outlook, Windows, Troubleshooting, Process Improvement, Budgets, Computer Hardware, Team Building, Access, Software Documentation, Bookkeeping, Inventory Management, Call Centers, Strategic Planning, Accounting
Education
Solano Community College 1980 — 1983
no degree earned, Business, accounting and programming, A
Skyline College 1979 — 1979
none, accounting
David Hsu David Hsu's Stone & Youngberg Experience October 2005 - June 2012
Job Chief Compliance Officer at Liberty Group LLC
Industry Financial Services
Experience
Liberty Group LLC June 2012 - Present
Stone & Youngberg October 2005 - June 2012
Financial Industry Regulatory Authority June 2003 - October 2005
First Union June 1999 - May 2003
Skills
Investment Advisory, Retail Brokerage, Brokerage, Fixed Income, Anti-Money Laundering, Alternative Investments, Equity Trading, Structured Products, Hedge Funds, Asset Management, Asset Backed Securities, Litigation Support, AML, Asset Managment, Wealth Management, FINRA, Brokers, Due Diligence, Investments, Trading, Series 24, Equities, Capital Markets, Corporate Finance, Financial Services, Options, Series 63, Mutual Funds, Mergers & Acquisitions, Bonds, Series 7, Investment Banking, Securities, Finance, Securities Regulation, USA PATRIOT Act, Investment Management, Risk Management, OFAC, Operational Risk, Anti Money Laundering
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor’s Degree, Economics and Psychology
Liberty Group LLC June 2012 - Present
Stone & Youngberg October 2005 - June 2012
Financial Industry Regulatory Authority June 2003 - October 2005
First Union June 1999 - May 2003
Skills
Investment Advisory, Retail Brokerage, Brokerage, Fixed Income, Anti-Money Laundering, Alternative Investments, Equity Trading, Structured Products, Hedge Funds, Asset Management, Asset Backed Securities, Litigation Support, AML, Asset Managment, Wealth Management, FINRA, Brokers, Due Diligence, Investments, Trading, Series 24, Equities, Capital Markets, Corporate Finance, Financial Services, Options, Series 63, Mutual Funds, Mergers & Acquisitions, Bonds, Series 7, Investment Banking, Securities, Finance, Securities Regulation, USA PATRIOT Act, Investment Management, Risk Management, OFAC, Operational Risk, Anti Money Laundering
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor’s Degree, Economics and Psychology
Kirk Ruddy Kirk Ruddy's Stone & Youngberg Experience April 2001 - April 2006
Job Sales at SC Lowy Financial (HK) Services
Industry Financial Services
Experience
SC Lowy Financial (Hong Kong) Services February 2011 - Present
APS Capital April 2008 - August 2010
Tejas Securities May 2007 - February 2008
SMH Capital May 2006 - March 2007
Stone & Youngberg April 2001 - April 2006
Equavant / Ereorg January 2000 - January 2001
Bear Stearns January 1996 - January 2000
Skills
Bloomberg, Distressed Debt, Alternative Investments, Equities, Fixed Income, Hedge Funds, Trading
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Economics
SC Lowy Financial (Hong Kong) Services February 2011 - Present
APS Capital April 2008 - August 2010
Tejas Securities May 2007 - February 2008
SMH Capital May 2006 - March 2007
Stone & Youngberg April 2001 - April 2006
Equavant / Ereorg January 2000 - January 2001
Bear Stearns January 1996 - January 2000
Skills
Bloomberg, Distressed Debt, Alternative Investments, Equities, Fixed Income, Hedge Funds, Trading
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Economics
Douglas Frigon Douglas Frigon's Stone & Youngberg Experience September 2004 - July 2011
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2011 - Present
Stone & Youngberg September 2004 - July 2011
Braveheart Capital Management October 2000 - September 2004
Bank of America February 1995 - April 1999
Charles Schwab May 1993 - February 1995
LPL December 1989 - May 1993
Skills
ABS, Trading, Hedge Funds, Financial Structuring, Portfolio Management, Investments, Derivatives, Capital Markets, Equities, Asset Allocation, Fixed Income, Securities, Investment Advisory, Investment Strategies
Education
Penn State University 1987 — 1989
MBA, Finance
The University of Kansas 1980 — 1986
BFA, Industrial Design
Robert W. Baird & Co. July 2011 - Present
Stone & Youngberg September 2004 - July 2011
Braveheart Capital Management October 2000 - September 2004
Bank of America February 1995 - April 1999
Charles Schwab May 1993 - February 1995
LPL December 1989 - May 1993
Skills
ABS, Trading, Hedge Funds, Financial Structuring, Portfolio Management, Investments, Derivatives, Capital Markets, Equities, Asset Allocation, Fixed Income, Securities, Investment Advisory, Investment Strategies
Education
Penn State University 1987 — 1989
MBA, Finance
The University of Kansas 1980 — 1986
BFA, Industrial Design
Nicole McQueen's Stone & Youngberg Experience December 2008 - July 2011
Job Enterprise Content & Distribution, Sales at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP March 2013 - Present
Benchmark Solutions November 2011 - March 2013
Stone & Youngberg December 2008 - July 2011
Barclays Capital August 2003 - November 2008
Skills
Fixed Income, Bloomberg, Derivatives, Capital Markets, Equities, Trading, Hedge Funds, Bonds, Investments, Asset Management, Investment Banking, Equity Trading, FINRA
Education
Emory University 1999 — 2003
Emory University - Goizueta Business School
Bachelor of Business Administration (B.B.A.)
Bloomberg LP March 2013 - Present
Benchmark Solutions November 2011 - March 2013
Stone & Youngberg December 2008 - July 2011
Barclays Capital August 2003 - November 2008
Skills
Fixed Income, Bloomberg, Derivatives, Capital Markets, Equities, Trading, Hedge Funds, Bonds, Investments, Asset Management, Investment Banking, Equity Trading, FINRA
Education
Emory University 1999 — 2003
Emory University - Goizueta Business School
Bachelor of Business Administration (B.B.A.)
John DiGiorgio John DiGiorgio's Stone & Youngberg Experience March 2003 - February 2012
Job iPhone/Android Developer at Esurance
Industry Insurance
Experience
Esurance September 2012 - Present
Stone & Youngberg March 2003 - February 2012
Ebondtrade 1999 - 2002
Education
University of California, Davis 1980 — 1984
Esurance September 2012 - Present
Stone & Youngberg March 2003 - February 2012
Ebondtrade 1999 - 2002
Education
University of California, Davis 1980 — 1984
Sara Oberlies (Sara Oberlies) Brown Sara Oberlies (Sara Oberlies) Brown's Stone & Youngberg Experience March 2000 - October 2011
Job Managing Director at Stifel, Nicolaus & Company
Industry Financial Services
Experience
Stifel, Nicolaus & Company October 2011 - Present
Stone & Youngberg March 2000 - October 2011
Sutro & Company August 1997 - March 2000
Bond Market Association 1996 - 1996
Skills
Fixed Income, Investment Banking, Banking, Management, Funding, Brokerage, Securities, Bonds, Capital Markets, Municipalities, Investments, Financial Modeling, Due Diligence
Education
University of Maryland College Park 1994 — 1996
MPM, Public Sector Financial Management
Syracuse University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Stifel, Nicolaus & Company October 2011 - Present
Stone & Youngberg March 2000 - October 2011
Sutro & Company August 1997 - March 2000
Bond Market Association 1996 - 1996
Skills
Fixed Income, Investment Banking, Banking, Management, Funding, Brokerage, Securities, Bonds, Capital Markets, Municipalities, Investments, Financial Modeling, Due Diligence
Education
University of Maryland College Park 1994 — 1996
MPM, Public Sector Financial Management
Syracuse University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Ryan Stohl's Stone & Youngberg Experience January 2007 - May 2010
Job Investment Banking Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2012 - Present
Deutsche Bank June 2011 - August 2011
Stone & Youngberg January 2007 - May 2010
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Investments, Hedge Funds, Finance, Equity Research, Private Equity, Financial Analysis, Bloomberg, Equities, Series 7, Corporate Finance, Due Diligence, Portfolio Management, Mergers & Acquisitions
Education
Rice University 2010 — 2012
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Government
Deutsche Bank July 2012 - Present
Deutsche Bank June 2011 - August 2011
Stone & Youngberg January 2007 - May 2010
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Investments, Hedge Funds, Finance, Equity Research, Private Equity, Financial Analysis, Bloomberg, Equities, Series 7, Corporate Finance, Due Diligence, Portfolio Management, Mergers & Acquisitions
Education
Rice University 2010 — 2012
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Government
Sue Wyckoff Sue Wyckoff's Stone & Youngberg Experience January 1987 - October 2011
Job Managing Director Institutional Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2011 - Present
Stone & Youngberg January 1987 - October 2011
Merrill Lynch 1984 - 1987
The Walt Disney Company 1980 - 1982
Skills
Institutional Sales, Asset Allocation, Investment Strategies, Investment Advisory
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance, General
St. Olaf College
Bachelor of Arts (BA), Economics
Stifel Financial Corp. October 2011 - Present
Stone & Youngberg January 1987 - October 2011
Merrill Lynch 1984 - 1987
The Walt Disney Company 1980 - 1982
Skills
Institutional Sales, Asset Allocation, Investment Strategies, Investment Advisory
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance, General
St. Olaf College
Bachelor of Arts (BA), Economics
David M. Ganz David M. Ganz's Stone & Youngberg Experience December 2007 - June 2008
Job Consultant, Management Consulting & Strategy Group (MCS)
Industry Management Consulting
Experience
Alcoa August 2014 - Present
Alcoa 2014 - 2014
Alcoa 2014 - 2014
Alcoa 2014 - 2014
Alcoa May 2013 - August 2013
Analysis Group June 2008 - July 2012
Stone & Youngberg December 2007 - June 2008
W. P. Carey Spirit of Enterprise Center June 2006 - July 2007
Skills
Valuation, Management Consulting, Business Strategy, Analysis, Financial Modeling, Data Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science, Finance, Economics, 3.78 / 4.00
Arizona State University
Arizona State University
Arizona State University
Alcoa August 2014 - Present
Alcoa 2014 - 2014
Alcoa 2014 - 2014
Alcoa 2014 - 2014
Alcoa May 2013 - August 2013
Analysis Group June 2008 - July 2012
Stone & Youngberg December 2007 - June 2008
W. P. Carey Spirit of Enterprise Center June 2006 - July 2007
Skills
Valuation, Management Consulting, Business Strategy, Analysis, Financial Modeling, Data Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science, Finance, Economics, 3.78 / 4.00
Arizona State University
Arizona State University
Arizona State University
Ron Mintz, CFA's Stone & Youngberg Experience 1994 - 1999
Job Principal and Senior Credit Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2002 - Present
Putnam Investments 1999 - 2001
Stone & Youngberg 1994 - 1999
Xerox 1983 - 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
UCLA 1977 — 1982
BA, Political Science
Université de Bordeaux III 1979 — 1980
Certificat, Sciences politiques, Langues étrangères
Vanguard October 2002 - Present
Putnam Investments 1999 - 2001
Stone & Youngberg 1994 - 1999
Xerox 1983 - 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
UCLA 1977 — 1982
BA, Political Science
Université de Bordeaux III 1979 — 1980
Certificat, Sciences politiques, Langues étrangères
Ed Schilling Ed Schilling's Stone & Youngberg Experience October 1988 - March 2001
Job Ukulele Teacher
Industry Government Administration
Experience
Ukulele Ed February 2010 - Present
Summer Village Condominium Association September 2012 - August 2014
San Francisco Mandolin Orchestra January 2007 - April 2011
ICMA 2004 - 2011
Cantare Con Vivo September 2003 - June 2008
City of San Leadro May 2001 - October 2004
Stone & Youngberg October 1988 - March 2001
City of San Jose 1984 - 1988
City of Campbell, CA December 1981 - September 1984
Skills
Local Government, Government, Municipalities, Public Administration, Public Policy, Investments, Economic Development, Policy, Community Development, Public Finance, Policy Analysis, Budgets, Public Speaking, City Management, Finance, Management, Community Outreach, Program Management, Public Relations, Public/private..., Redevelopment, Zoning
Education
James Hill Ukulele Initiative 2010 — 2012
First and Second Level Certification, Ukulele in the Classroom Instructor
University of Southern California 1975 — 1986
DPA, Public Administration
California State University-East Bay 1972 — 1975
MPA, Public Administration
University of Missouri-Columbia 1964 — 1968
BJ, Journalism
Ukulele Ed February 2010 - Present
Summer Village Condominium Association September 2012 - August 2014
San Francisco Mandolin Orchestra January 2007 - April 2011
ICMA 2004 - 2011
Cantare Con Vivo September 2003 - June 2008
City of San Leadro May 2001 - October 2004
Stone & Youngberg October 1988 - March 2001
City of San Jose 1984 - 1988
City of Campbell, CA December 1981 - September 1984
Skills
Local Government, Government, Municipalities, Public Administration, Public Policy, Investments, Economic Development, Policy, Community Development, Public Finance, Policy Analysis, Budgets, Public Speaking, City Management, Finance, Management, Community Outreach, Program Management, Public Relations, Public/private..., Redevelopment, Zoning
Education
James Hill Ukulele Initiative 2010 — 2012
First and Second Level Certification, Ukulele in the Classroom Instructor
University of Southern California 1975 — 1986
DPA, Public Administration
California State University-East Bay 1972 — 1975
MPA, Public Administration
University of Missouri-Columbia 1964 — 1968
BJ, Journalism
Justin Bethune Justin Bethune's Stone & Youngberg Experience 2005 - 2006
Job Commercial Insurance Broker at Polaris Risk Management & Insurance Services
Industry Insurance
Experience
Polaris Risk Management & Insurance Services October 2007 - Present
Stone & Youngberg 2005 - 2006
Education
Saint Mary's College of California 2003 — 2007
BA, International Area Studies
The American University of Paris
Polaris Risk Management & Insurance Services October 2007 - Present
Stone & Youngberg 2005 - 2006
Education
Saint Mary's College of California 2003 — 2007
BA, International Area Studies
The American University of Paris
Bridget Katz's Stone & Youngberg Experience June 2007 - June 2012
Job Experienced in Public Finance
Industry Financial Services
Experience
Build America Mutual Assurance Company February 2013 - Present
Stone & Youngberg June 2007 - June 2012
Skills
Team-oriented, Close Attention to..., Economic Development, Multitasking Skills, Project Management, Collaborative..., Financial Analysis, Financial Modeling, Cash Flow Forecasting, Positive Personality, Communication Skills, Proposal Writing, Dedication to work, Time Management, Client Presentation, Public Finance, Securities, Bloomberg, Investment Banking, Capital Markets, Bonds, Due Diligence, Analysis, Fixed Income, Finance
Education
University of California, Berkeley 2004 — 2007
Bachelor of Arts (B.A.)
Build America Mutual Assurance Company February 2013 - Present
Stone & Youngberg June 2007 - June 2012
Skills
Team-oriented, Close Attention to..., Economic Development, Multitasking Skills, Project Management, Collaborative..., Financial Analysis, Financial Modeling, Cash Flow Forecasting, Positive Personality, Communication Skills, Proposal Writing, Dedication to work, Time Management, Client Presentation, Public Finance, Securities, Bloomberg, Investment Banking, Capital Markets, Bonds, Due Diligence, Analysis, Fixed Income, Finance
Education
University of California, Berkeley 2004 — 2007
Bachelor of Arts (B.A.)
Steven Brende's Stone & Youngberg Experience January 2011 - June 2011
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Stone & Youngberg January 2011 - June 2011
Stone & Youngberg 2009 - 2011
Stone & Youngberg 2006 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2006
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Strategic Planning, Due Diligence, Finance, Financial Analysis
Education
UCLA Anderson School of Management 2010 — 2012
M.B.A., Finance
University of Southern California - Marshall School of Business 1999 — 2002
B.S., Business Administration
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Stone & Youngberg January 2011 - June 2011
Stone & Youngberg 2009 - 2011
Stone & Youngberg 2006 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2006
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Strategic Planning, Due Diligence, Finance, Financial Analysis
Education
UCLA Anderson School of Management 2010 — 2012
M.B.A., Finance
University of Southern California - Marshall School of Business 1999 — 2002
B.S., Business Administration
James Miller, MBA's Stone & Youngberg Experience October 2004 - July 2005
Job Founder & CEO Biltmore Wealth Advisors, LLC
Industry Financial Services
Experience
Biltmore Wealth Advisors September 2012 - Present
Camelback Wealth Management, LLC August 2010 - September 2012
The Planning Group of Scottsdale, LLC January 2008 - August 2010
Capitol Wealth Advisors August 2006 - January 2008
UBS Wealth Management August 2005 - August 2006
Stone & Youngberg October 2004 - July 2005
Northern Trust March 2002 - October 2004
DriveTime January 2000 - March 2002
Belae Brands September 1998 - January 2000
PricewaterhouseCoopers August 1997 - September 1998
Skills
Alternative Investments, Securities, Wealth Management, Bonds, Options, Investment Strategies, Asset Allocation, Financial Planning, Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Financial Modeling, Mutual Funds, Capital Markets, Derivatives, Private Equity, Trading, Financial Markets, Retirement Planning, Financial Advisory, Investment Advisory, Finance, Valuation, Risk Management, Retirement, Estate Planning, Series 7, Wealth, Strategy, Hedge Funds, Retirement Plan...
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA, Emphasis in Finance and Business Economics
Pepperdine University 1988 — 1992
B.S., Business and Finance
Biltmore Wealth Advisors September 2012 - Present
Camelback Wealth Management, LLC August 2010 - September 2012
The Planning Group of Scottsdale, LLC January 2008 - August 2010
Capitol Wealth Advisors August 2006 - January 2008
UBS Wealth Management August 2005 - August 2006
Stone & Youngberg October 2004 - July 2005
Northern Trust March 2002 - October 2004
DriveTime January 2000 - March 2002
Belae Brands September 1998 - January 2000
PricewaterhouseCoopers August 1997 - September 1998
Skills
Alternative Investments, Securities, Wealth Management, Bonds, Options, Investment Strategies, Asset Allocation, Financial Planning, Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Financial Modeling, Mutual Funds, Capital Markets, Derivatives, Private Equity, Trading, Financial Markets, Retirement Planning, Financial Advisory, Investment Advisory, Finance, Valuation, Risk Management, Retirement, Estate Planning, Series 7, Wealth, Strategy, Hedge Funds, Retirement Plan...
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA, Emphasis in Finance and Business Economics
Pepperdine University 1988 — 1992
B.S., Business and Finance
Maria Geronimo Maria Geronimo's Stone & Youngberg Experience 2006 - 2008
Job AA at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group August 2011 - May 2012
Business Wire August 2008 - August 2011
Stone & Youngberg 2006 - 2008
Education
Stanford University 2011 — 2014
OWC, Fiction Writing
New York University 1998 — 2003
BA, English & Creative Writing
The Boston Consulting Group August 2011 - May 2012
Business Wire August 2008 - August 2011
Stone & Youngberg 2006 - 2008
Education
Stanford University 2011 — 2014
OWC, Fiction Writing
New York University 1998 — 2003
BA, English & Creative Writing
Bob Desmond Bob Desmond's Stone & Youngberg Experience December 2008 - June 2011
Job Director: Fixed Income Sales at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group June 2011 - Present
Stone & Youngberg December 2008 - June 2011
Barclays Capital June 2006 - November 2008
Deutsche Bank Securities January 2000 - June 2006
Deutsche Bank 2000 - 2006
Goldman Sachs 1988 - 2000
Bear Stearns 1986 - 1988
Skills
Fixed Income, Trading, Hedge Funds, Series 7, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, FINRA, Investments, Portfolio Management
Education
The University of Chicago Booth School of Business 1992 — 1997
MBA, Management
Indiana University - Kelley School of Business 1982 — 1986
BS, Finance
Barrington High School 1978 — 1982
Susquehanna International Group June 2011 - Present
Stone & Youngberg December 2008 - June 2011
Barclays Capital June 2006 - November 2008
Deutsche Bank Securities January 2000 - June 2006
Deutsche Bank 2000 - 2006
Goldman Sachs 1988 - 2000
Bear Stearns 1986 - 1988
Skills
Fixed Income, Trading, Hedge Funds, Series 7, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, FINRA, Investments, Portfolio Management
Education
The University of Chicago Booth School of Business 1992 — 1997
MBA, Management
Indiana University - Kelley School of Business 1982 — 1986
BS, Finance
Barrington High School 1978 — 1982
Julie Vashaw's Stone & Youngberg Experience September 1985 - May 1999
Job Product Manager at Luscombe Engineering
Industry Executive Office
Experience
Luscombe Engineering September 2001 - Present
Elkins & Associates September 1999 - May 2001
Stone & Youngberg September 1985 - May 1999
Warner Bros. Records 1982 - 1984
Warner Electra Atlantic (WEA) August 1980 - 1981
Pierce College District September 1974 - 1979
Skills
Product Management, Word, Microsoft Office, Sales Management, Account Management, Sales, Forecasting, Negotiation, Project Management, Team Building, Team Leadership, Mutual Funds, Operations Management, New Business Development, Product Rationalization, Customer Service, Manufacturing, Engineering, International Sales, PowerPoint, Product Development, Marketing Communications, Problem Solving, Product Marketing, Stage-Gate, Direct Sales, Microsoft Word, Competitive Analysis, Sales Operations, Cross-functional Team..., Change Management, Bonds, Budgets, New Product Ideas, Contract Negotiation, Key Account Management, Product Road Mapping, Strategic Planning, Process Improvement, Product Forecasting, Semiconductor Industry, Business Development, Management, Microsoft Excel, Public Speaking
Education
Pierce College 1975 — 1979
Associate of Arts (A.A.), Secretarial Science
Cleveland High School 1972 — 1974
Grover Cleveland High School 1972 — 1974
Associate's degree, Administrative Assistant and Secretarial Science, General
Luscombe Engineering September 2001 - Present
Elkins & Associates September 1999 - May 2001
Stone & Youngberg September 1985 - May 1999
Warner Bros. Records 1982 - 1984
Warner Electra Atlantic (WEA) August 1980 - 1981
Pierce College District September 1974 - 1979
Skills
Product Management, Word, Microsoft Office, Sales Management, Account Management, Sales, Forecasting, Negotiation, Project Management, Team Building, Team Leadership, Mutual Funds, Operations Management, New Business Development, Product Rationalization, Customer Service, Manufacturing, Engineering, International Sales, PowerPoint, Product Development, Marketing Communications, Problem Solving, Product Marketing, Stage-Gate, Direct Sales, Microsoft Word, Competitive Analysis, Sales Operations, Cross-functional Team..., Change Management, Bonds, Budgets, New Product Ideas, Contract Negotiation, Key Account Management, Product Road Mapping, Strategic Planning, Process Improvement, Product Forecasting, Semiconductor Industry, Business Development, Management, Microsoft Excel, Public Speaking
Education
Pierce College 1975 — 1979
Associate of Arts (A.A.), Secretarial Science
Cleveland High School 1972 — 1974
Grover Cleveland High School 1972 — 1974
Associate's degree, Administrative Assistant and Secretarial Science, General
Rick Rizzo Rick Rizzo's Stone & Youngberg Experience 2006 - 2008
Job Portfolio manager at 3rd Street Capital management
Industry Financial Services
Experience
3rd Street Capital management May 2013 - August 2015
Commonwealth Advisors, Inc. 2009 - 2013
Stone & Youngberg 2006 - 2008
JPMorgan Chase 2004 - 2006
Band One Capital Markets 1999 - 2004
Olde Discount Stockbrokers October 1992 - June 1999
Skills
Alternative Investments, Fixed Income Analysis, Bloomberg, Intex, Portfolio Management, Investment Valuation, Financial Analysis, Structured Products, ABS, MBS, Subprime, Derivatives, Bonds, Fixed Income, Securities, Series 7, Equities, Trading, Capital Markets, Investments
Education
DePaul University
3rd Street Capital management May 2013 - August 2015
Commonwealth Advisors, Inc. 2009 - 2013
Stone & Youngberg 2006 - 2008
JPMorgan Chase 2004 - 2006
Band One Capital Markets 1999 - 2004
Olde Discount Stockbrokers October 1992 - June 1999
Skills
Alternative Investments, Fixed Income Analysis, Bloomberg, Intex, Portfolio Management, Investment Valuation, Financial Analysis, Structured Products, ABS, MBS, Subprime, Derivatives, Bonds, Fixed Income, Securities, Series 7, Equities, Trading, Capital Markets, Investments
Education
DePaul University
Cassandra Swota's Stone & Youngberg Experience February 2010 - August 2011
Job Operations Analyst at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors February 2014 - Present
Allianz Global Investors September 2011 - February 2014
Stone & Youngberg February 2010 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Administrative..., PowerPoint, Event Planning
Education
Palm Beach Atlantic University 2004 — 2008
Bachelor of Arts (BA), Organizational Communication / Psychology
Shenendehowa
Allianz Global Investors February 2014 - Present
Allianz Global Investors September 2011 - February 2014
Stone & Youngberg February 2010 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Administrative..., PowerPoint, Event Planning
Education
Palm Beach Atlantic University 2004 — 2008
Bachelor of Arts (BA), Organizational Communication / Psychology
Shenendehowa
Lindsey Morgenthaler Lindsey Morgenthaler's Stone & Youngberg Experience July 2012 - May 2013
Job Campaign Manager at Quantcast
Industry Financial Services
Experience
Quantcast September 2014 - Present
Triggit May 2013 - August 2014
Stone & Youngberg July 2012 - May 2013
Public Financial Management January 2011 - July 2012
Warner/Chappell Music, Inc. June 2010 - September 2010
Education
Claremont McKenna College 2006 — 2010
Economics, Mathematics
Quantcast September 2014 - Present
Triggit May 2013 - August 2014
Stone & Youngberg July 2012 - May 2013
Public Financial Management January 2011 - July 2012
Warner/Chappell Music, Inc. June 2010 - September 2010
Education
Claremont McKenna College 2006 — 2010
Economics, Mathematics
David Hamill David Hamill's Stone & Youngberg Experience June 2002 - June 2003
Job UserInterface and Visual Designer
Industry Airlines/Aviation
Experience
American Airlines September 2011 - Present
The New Visual July 2009 - July 2015
Acme Prints March 2011 - September 2011
Raytech Corporation August 2008 - October 2010
321-GO June 2008 - July 2008
Stone & Youngberg June 2002 - June 2003
Skills
Photoshop, InDesign, User Experience, User Interface Design, After Effects, Adobe Creative Suite, Illustrator, Axure, Layout, Brochures, Business Cards, Dreamweaver, Typography, Advertising, Corporate Identity, SEO, HTML, Wordpress, Logos, Mac OS X, Visual Communication, Graphic Design, Microsoft Office, CSS3, Website Development, Logo Design, Mac, Graphics, User Interface, Interaction Design, CSS, Usability, Digital Illustration, Banners, Mobile Design, Usability Testing, User Research, Visual Design, Web Development, Experience Design, User-centered Design, Information Design, Branding, User Experience Design, Web Design, Corporate Branding, Rapid Prototyping, Communication Design, Visual Identity, Art Direction
Education
Arizona State University 2005 — 2009
Visual Communication Design, Print Design, Branding, Motion graphics, Web development
Arizona State University, W. P. Carey School of Business 2005 — 2009
Business minor, Business, Management, Marketing, and Related Support Services
American Airlines September 2011 - Present
The New Visual July 2009 - July 2015
Acme Prints March 2011 - September 2011
Raytech Corporation August 2008 - October 2010
321-GO June 2008 - July 2008
Stone & Youngberg June 2002 - June 2003
Skills
Photoshop, InDesign, User Experience, User Interface Design, After Effects, Adobe Creative Suite, Illustrator, Axure, Layout, Brochures, Business Cards, Dreamweaver, Typography, Advertising, Corporate Identity, SEO, HTML, Wordpress, Logos, Mac OS X, Visual Communication, Graphic Design, Microsoft Office, CSS3, Website Development, Logo Design, Mac, Graphics, User Interface, Interaction Design, CSS, Usability, Digital Illustration, Banners, Mobile Design, Usability Testing, User Research, Visual Design, Web Development, Experience Design, User-centered Design, Information Design, Branding, User Experience Design, Web Design, Corporate Branding, Rapid Prototyping, Communication Design, Visual Identity, Art Direction
Education
Arizona State University 2005 — 2009
Visual Communication Design, Print Design, Branding, Motion graphics, Web development
Arizona State University, W. P. Carey School of Business 2005 — 2009
Business minor, Business, Management, Marketing, and Related Support Services
Anthony Casillas Anthony Casillas's Stone & Youngberg Experience June 2010 - August 2010
Job Investment Management Professional
Industry Investment Management
Experience
PacWest Financial Mgt. June 2011 - August 2011
Stone & Youngberg June 2010 - August 2010
Skills
Financial Economics, International Economics, Writing, Microsoft Office, Mathematics, Problem Solving, Financial Analysis, Abstraction, Organization, Data Analysis, Creative Writing, Finance, People-oriented, Highly Ambitious, Enthusiasm to learn
Education
Saint Louis University 2008 — 2012
Bachelor of Arts (B.A.), Economics
PacWest Financial Mgt. June 2011 - August 2011
Stone & Youngberg June 2010 - August 2010
Skills
Financial Economics, International Economics, Writing, Microsoft Office, Mathematics, Problem Solving, Financial Analysis, Abstraction, Organization, Data Analysis, Creative Writing, Finance, People-oriented, Highly Ambitious, Enthusiasm to learn
Education
Saint Louis University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Nicolette Frink Nicolette Frink's Stone & Youngberg Experience October 2006 - March 2008
Job Executive Staff Assistant, Apple
Industry Consumer Electronics
Experience
Apple May 2014 - Present
Technology Crossover Ventures December 2011 - April 2014
SunTrust Bank April 2008 - June 2010
Stone & Youngberg October 2006 - March 2008
Skills
Investor Relations, Strategy, Venture Capital, Event Management, Private Equity, Finance, Due Diligence, Project Management, Facilities Management, Series 7, Equities, Capital Markets, Technology, Fundraising, Events Coordination, Bloomberg, Equity Research, Wealth Management, Equity Trading, Team Building
Education
University of Arizona
Bachelor of Arts (BA), Psychology
Apple May 2014 - Present
Technology Crossover Ventures December 2011 - April 2014
SunTrust Bank April 2008 - June 2010
Stone & Youngberg October 2006 - March 2008
Skills
Investor Relations, Strategy, Venture Capital, Event Management, Private Equity, Finance, Due Diligence, Project Management, Facilities Management, Series 7, Equities, Capital Markets, Technology, Fundraising, Events Coordination, Bloomberg, Equity Research, Wealth Management, Equity Trading, Team Building
Education
University of Arizona
Bachelor of Arts (BA), Psychology
Taylor Hollenbeck Taylor Hollenbeck's Stone & Youngberg Experience January 2011 - April 2011
Job Sr. Demand Generation Manager at OpTerra Energy Services
Industry Marketing and Advertising
Experience
OpTerra Energy Services (formerly Chevron Energy Solutions) June 2014 - March 2015
Chevron Energy Solutions September 2012 - September 2014
Chevron Energy Solutions June 2011 - August 2012
Stone & Youngberg January 2011 - April 2011
Advanced Equities January 2010 - January 2011
Advanced Equities April 2008 - December 2009
Skills
Marketing, Marketing Strategy, Management, Lead Generation, Market Research, Marketing Automation, Leadership, Demand Generation, Salesforce.com, CRM, Business Strategy, Marketo, Email Marketing, Content Marketing, Social Media Marketing, Business Development, Sales, Microsoft Excel, PowerPoint, Account Management, Customer Service, Strategy, Customer Acquisition, Start-ups, SEO, Content Strategy, Online Marketing
Education
University of California, Berkeley
BA, Psychology, 3.85 GPA
Novato High School 1999 — 2003
OpTerra Energy Services (formerly Chevron Energy Solutions) June 2014 - March 2015
Chevron Energy Solutions September 2012 - September 2014
Chevron Energy Solutions June 2011 - August 2012
Stone & Youngberg January 2011 - April 2011
Advanced Equities January 2010 - January 2011
Advanced Equities April 2008 - December 2009
Skills
Marketing, Marketing Strategy, Management, Lead Generation, Market Research, Marketing Automation, Leadership, Demand Generation, Salesforce.com, CRM, Business Strategy, Marketo, Email Marketing, Content Marketing, Social Media Marketing, Business Development, Sales, Microsoft Excel, PowerPoint, Account Management, Customer Service, Strategy, Customer Acquisition, Start-ups, SEO, Content Strategy, Online Marketing
Education
University of California, Berkeley
BA, Psychology, 3.85 GPA
Novato High School 1999 — 2003
Nikki Machado's Stone & Youngberg Experience November 2006 - August 2008
Job Administration, Global Strategy at ResMed
Industry Biotechnology
Experience
ResMed June 2015 - Present
CityWorks March 2015 - June 2015
CONNECT - San Diego October 2014 - March 2015
San Diego Metropolitan Transit System (MTS) November 2012 - April 2014
Sony Electronics June 2012 - November 2012
Sequenom October 2009 - June 2012
Texas Pacific Group August 2008 - January 2009
Stone & Youngberg November 2006 - August 2008
Skills
Management, Event Planning, Marketing, Due Diligence, Lexis, Event Management, Corporate Events, Administrative..., Microsoft Office, Benefits Administration, Calendaring, Legal Compliance, Human Resources, Meeting Deadlines, Travel, Pleadings, Lexis Nexis, Legal Writing, Public Relations, Contract Management, Contract Review, Meeting Management, Expenses, Bloomberg Terminal, Intellectual Property, Proposal Writing, Editing, PowerPoint, Meeting Planning, Typing, Catering, CounselLink, Novatus, iOracle, Employee Stock Options, Compliance, Salesforce.com, ACT!, Executive..., Trade Shows, Press Releases, Social Media Marketing, Benefit Plan..., Stock Option, EDGAR filings, Real Estate, Corporate Communications, Evernote, Strategic Planning, SharePoint
Education
Thomas Jefferson School of Law 2002 — 2003
Law
The Ohio State University 1995 — 2000
BA, Communication
Ursuline Academy 1991 — 1995
Highschool Diploma, College Preparatory
ResMed June 2015 - Present
CityWorks March 2015 - June 2015
CONNECT - San Diego October 2014 - March 2015
San Diego Metropolitan Transit System (MTS) November 2012 - April 2014
Sony Electronics June 2012 - November 2012
Sequenom October 2009 - June 2012
Texas Pacific Group August 2008 - January 2009
Stone & Youngberg November 2006 - August 2008
Skills
Management, Event Planning, Marketing, Due Diligence, Lexis, Event Management, Corporate Events, Administrative..., Microsoft Office, Benefits Administration, Calendaring, Legal Compliance, Human Resources, Meeting Deadlines, Travel, Pleadings, Lexis Nexis, Legal Writing, Public Relations, Contract Management, Contract Review, Meeting Management, Expenses, Bloomberg Terminal, Intellectual Property, Proposal Writing, Editing, PowerPoint, Meeting Planning, Typing, Catering, CounselLink, Novatus, iOracle, Employee Stock Options, Compliance, Salesforce.com, ACT!, Executive..., Trade Shows, Press Releases, Social Media Marketing, Benefit Plan..., Stock Option, EDGAR filings, Real Estate, Corporate Communications, Evernote, Strategic Planning, SharePoint
Education
Thomas Jefferson School of Law 2002 — 2003
Law
The Ohio State University 1995 — 2000
BA, Communication
Ursuline Academy 1991 — 1995
Highschool Diploma, College Preparatory
Alexander Kaplan Alexander Kaplan's Stone & Youngberg Experience May 2011 - August 2011
Job Investment Banking Analyst (TMT) at Lazard
Industry Financial Services
Experience
Lazard June 2015 - Present
The Blackstone Group June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Stone & Youngberg May 2011 - August 2011
Skills
Equities, Fixed Income, Bloomberg, Investment Banking, Financial Modeling, Valuation
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), History
University of Oxford
Philosophy, Politics and Economics
Dartmouth College - The Tuck School of Business at Dartmouth
The Branson School 2006 — 2010
Lazard June 2015 - Present
The Blackstone Group June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Stone & Youngberg May 2011 - August 2011
Skills
Equities, Fixed Income, Bloomberg, Investment Banking, Financial Modeling, Valuation
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), History
University of Oxford
Philosophy, Politics and Economics
Dartmouth College - The Tuck School of Business at Dartmouth
The Branson School 2006 — 2010
Caitlin Milmeyster's Stone & Youngberg Experience August 2008 - May 2009
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte July 2012 - Present
International Business (Various Employers) March 2011 - June 2011
Goldman Sachs June 2010 - August 2010
Stone & Youngberg August 2008 - May 2009
The Wall Street Journal August 2008 - May 2009
Skills
Chinese, Risk Management, Business Strategy, Medicaid Managed Care, Management Consulting, Finance, Venture Capital, Strategic Planning, Financial Management..., Financial Analysis, Business Transformation, Business Process..., Due Diligence, Corporate Finance, Financial Modeling, Restructuring, Strategy, Analysis, Program Management, Leadership, Business Analysis
Education
Arizona State University 2006 — 2011
Bachelor of Science (BS), Dual degrees finance and chinese
Nanjing University
Deloitte July 2012 - Present
International Business (Various Employers) March 2011 - June 2011
Goldman Sachs June 2010 - August 2010
Stone & Youngberg August 2008 - May 2009
The Wall Street Journal August 2008 - May 2009
Skills
Chinese, Risk Management, Business Strategy, Medicaid Managed Care, Management Consulting, Finance, Venture Capital, Strategic Planning, Financial Management..., Financial Analysis, Business Transformation, Business Process..., Due Diligence, Corporate Finance, Financial Modeling, Restructuring, Strategy, Analysis, Program Management, Leadership, Business Analysis
Education
Arizona State University 2006 — 2011
Bachelor of Science (BS), Dual degrees finance and chinese
Nanjing University
ANDREW PONZO's Stone & Youngberg Experience February 2011 - October 2011
Job SOUND BEACH PROPERTY INVESTORS
Industry Financial Services
Experience
SOUND BEACH PROPERTY INVESTORS September 2014 - Present
AMP CAPITAL ADVISORS January 2013 - Present
Anato Investment Group, LLC January 2015 - April 2015
Vara Holdings / Vara Securities ("VARASEC") October 2011 - January 2013
Stone & Youngberg February 2011 - October 2011
Odeon Capital Group LLC April 2009 - March 2011
Further Lane Asset Management/ Further Lane Securities February 2008 - March 2009
Paradigm Capital 2007 - 2008
MetroFund Group LLC October 2006 - November 2007
Martin E. Janis & Co. 2005 - 2006
Skills
Fixed Income, Hedge Funds, Capital Markets, Trading, Investment Banking, Securities, Funding, Alternative Investments, MBS, Portfolio Management, Valuation, Asset Management, Structured Products, Investments, Structured Finance, Bonds, ABS, Bloomberg, Equities, Finance, Private Equity, Series 7, Derivatives, Financial Structuring
Education
New York University 2004 — 2005
NYU SCPS Certificate Program - Non-accredited, COMMERCIAL REAL ESTATE FINANCE, A-
Lake Forest College 1998 — 2002
BA, English
The Browning School 1986 — 1998
HS Diploma, General Studies
SOUND BEACH PROPERTY INVESTORS September 2014 - Present
AMP CAPITAL ADVISORS January 2013 - Present
Anato Investment Group, LLC January 2015 - April 2015
Vara Holdings / Vara Securities ("VARASEC") October 2011 - January 2013
Stone & Youngberg February 2011 - October 2011
Odeon Capital Group LLC April 2009 - March 2011
Further Lane Asset Management/ Further Lane Securities February 2008 - March 2009
Paradigm Capital 2007 - 2008
MetroFund Group LLC October 2006 - November 2007
Martin E. Janis & Co. 2005 - 2006
Skills
Fixed Income, Hedge Funds, Capital Markets, Trading, Investment Banking, Securities, Funding, Alternative Investments, MBS, Portfolio Management, Valuation, Asset Management, Structured Products, Investments, Structured Finance, Bonds, ABS, Bloomberg, Equities, Finance, Private Equity, Series 7, Derivatives, Financial Structuring
Education
New York University 2004 — 2005
NYU SCPS Certificate Program - Non-accredited, COMMERCIAL REAL ESTATE FINANCE, A-
Lake Forest College 1998 — 2002
BA, English
The Browning School 1986 — 1998
HS Diploma, General Studies
Mark LaVallee Mark LaVallee's Stone & Youngberg Experience January 2001 - May 2005
Job Sr. Financial Analyst at Honeywell Aerospace
Industry Aviation & Aerospace
Experience
Honeywell Aerospace June 2015 - Present
Honeywell Aerospace July 2013 - Present
Honeywell Aerospace October 2011 - Present
Republic Services Inc March 2009 - October 2011
United Engineering Group January 2007 - March 2008
Development Planning & Financing Group May 2005 - January 2007
Stone & Youngberg January 2001 - May 2005
Skills
Financial Reporting, Corporate Finance, Strategic Planning, Purchasing, P&L Management, Government Contracts, Financial Modeling, P&L, Executive Management, Financial Analysis, Excel, Budgeting, Accounting, Compliance, Cash Flow, PowerPoint, Process Improvement, Risk Management, Word, Forecasting, Access, Financial Planning, Pricing, Account Management, Microsoft Office, Variance Analysis, Analysis, Due Diligence, Hyperion, SAP, Essbase, Problem Solving, Customer Relations, Data Analysis, Six Sigma, Contract Negotiation, Project Management, Finance, Team Building, Hyperion Enterprise, Income Statement, Microsoft Word, Account Reconciliation, Budgets, Microsoft Excel, Management
Education
University of Arizona Eller MBA Programs 2015 — 2016
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Northern Arizona University, College of Business Administration 1996 — 2000
Yes, Finance
Honeywell Aerospace June 2015 - Present
Honeywell Aerospace July 2013 - Present
Honeywell Aerospace October 2011 - Present
Republic Services Inc March 2009 - October 2011
United Engineering Group January 2007 - March 2008
Development Planning & Financing Group May 2005 - January 2007
Stone & Youngberg January 2001 - May 2005
Skills
Financial Reporting, Corporate Finance, Strategic Planning, Purchasing, P&L Management, Government Contracts, Financial Modeling, P&L, Executive Management, Financial Analysis, Excel, Budgeting, Accounting, Compliance, Cash Flow, PowerPoint, Process Improvement, Risk Management, Word, Forecasting, Access, Financial Planning, Pricing, Account Management, Microsoft Office, Variance Analysis, Analysis, Due Diligence, Hyperion, SAP, Essbase, Problem Solving, Customer Relations, Data Analysis, Six Sigma, Contract Negotiation, Project Management, Finance, Team Building, Hyperion Enterprise, Income Statement, Microsoft Word, Account Reconciliation, Budgets, Microsoft Excel, Management
Education
University of Arizona Eller MBA Programs 2015 — 2016
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Northern Arizona University, College of Business Administration 1996 — 2000
Yes, Finance
Ramon Zepeda's Stone & Youngberg Experience 2009 - 2010
Job MBA Candidate at The Wharton School
Industry Investment Banking
Experience
De La Rosa & Co. 2011 - 2014
Cabrera Capital Markets, LLC 2010 - 2011
Stone & Youngberg 2009 - 2010
Drink-In-A-Box (www.drinkinabox.com) January 2008 - December 2008
Merrill Lynch September 2007 - December 2007
Citi June 2007 - August 2007
MITA ONG Centro de Desarrollo de Iniciativas Empresariales May 2006 - June 2006
Kaiser Permanente May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Corporate Finance, Equities, Due Diligence, Financial Analysis, Series 7, Series 63, Investments, Structured Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2004 — 2008
B.S. Accounting; B.S. Business Administration (emphasis in Finance)
Loyola High School of Los Angeles 2000 — 2004
De La Rosa & Co. 2011 - 2014
Cabrera Capital Markets, LLC 2010 - 2011
Stone & Youngberg 2009 - 2010
Drink-In-A-Box (www.drinkinabox.com) January 2008 - December 2008
Merrill Lynch September 2007 - December 2007
Citi June 2007 - August 2007
MITA ONG Centro de Desarrollo de Iniciativas Empresariales May 2006 - June 2006
Kaiser Permanente May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Corporate Finance, Equities, Due Diligence, Financial Analysis, Series 7, Series 63, Investments, Structured Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2004 — 2008
B.S. Accounting; B.S. Business Administration (emphasis in Finance)
Loyola High School of Los Angeles 2000 — 2004
Chelsea Battle's Stone & Youngberg Experience December 2011 - July 2012
Job Receptionist at Magic Johnson Enterprises
Industry Entertainment
Experience
Magic Johnson Enterprises January 2014 - Present
Los Angeles Sentinel September 2012 - August 2013
Stone & Youngberg December 2011 - July 2012
BET NETWORKS January 2011 - April 2011
NBCUniversal, Inc. June 2010 - August 2010
NBCUniversal, Inc. June 2009 - August 2009
Skills
HD Camera Operation, Skilled Interviewer, Proficient in AP style..., Mac OS X, Microsoft Word, Outlook, Hootsuite, Editing, Social Media, Microsoft Office, Copy Editing, Joomla, LA Casting, Pages, Filemaker Pro, OS X, Press Releases
Education
Howard University 2007 — 2011
Broadcast News, Journalism
Los Angeles Center for Enriched Studies
UCLA Extension , KTLA News
Reporting and Writing
Magic Johnson Enterprises January 2014 - Present
Los Angeles Sentinel September 2012 - August 2013
Stone & Youngberg December 2011 - July 2012
BET NETWORKS January 2011 - April 2011
NBCUniversal, Inc. June 2010 - August 2010
NBCUniversal, Inc. June 2009 - August 2009
Skills
HD Camera Operation, Skilled Interviewer, Proficient in AP style..., Mac OS X, Microsoft Word, Outlook, Hootsuite, Editing, Social Media, Microsoft Office, Copy Editing, Joomla, LA Casting, Pages, Filemaker Pro, OS X, Press Releases
Education
Howard University 2007 — 2011
Broadcast News, Journalism
Los Angeles Center for Enriched Studies
UCLA Extension , KTLA News
Reporting and Writing
Joshua Contreras-Aleman's Stone & Youngberg Experience June 1993 - October 2000
Job Fund Accounting Coordinator Comerica Bank Detroit
Industry Banking
Experience
Comerica Bank July 2014 - Present
Comerica Bank July 2013 - Present
Union Bank 2002 - 2008
Stone & Youngberg June 1993 - October 2000
United Mercantile Bank & Trust Company June 1991 - November 1992
City National Bank April 1986 - September 1988
Union Bank June 1980 - April 1986
Skills
Securities Market, Municipal Bonds, Operations Management, Trust Services, Estate Administration, Mutual Funds, Fixed Asset Management, Mortgage-Backed Assets, Collateralized Mortgage..., Research and..., Account Reconciliation, Asset, Customer Service, Mortgage Lending, Financial Services, Public Speaking
Education
New Mexico State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Securities Analysis
Chabot College 2001 — 2002
Criminal Justice and Corrections
Comerica Bank July 2014 - Present
Comerica Bank July 2013 - Present
Union Bank 2002 - 2008
Stone & Youngberg June 1993 - October 2000
United Mercantile Bank & Trust Company June 1991 - November 1992
City National Bank April 1986 - September 1988
Union Bank June 1980 - April 1986
Skills
Securities Market, Municipal Bonds, Operations Management, Trust Services, Estate Administration, Mutual Funds, Fixed Asset Management, Mortgage-Backed Assets, Collateralized Mortgage..., Research and..., Account Reconciliation, Asset, Customer Service, Mortgage Lending, Financial Services, Public Speaking
Education
New Mexico State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Securities Analysis
Chabot College 2001 — 2002
Criminal Justice and Corrections
Madeleine Bannon Madeleine Bannon's Stone & Youngberg Experience May 2011 - July 2011
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Lowe Institute of Political Economy May 2012 - June 2013
Intuit September 2012 - December 2012
Stone & Youngberg May 2011 - July 2011
Skills
Bloomberg Terminal, Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, Data Analysis, Economics, Business Process..., Investment Banking, Research, Valuation, Analysis, Spanish, Statistics
Education
Claremont McKenna College 2010 — 2014
Economics-Accounting
San Francisco University High School 2006 — 2010
Bain & Company July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Lowe Institute of Political Economy May 2012 - June 2013
Intuit September 2012 - December 2012
Stone & Youngberg May 2011 - July 2011
Skills
Bloomberg Terminal, Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, Data Analysis, Economics, Business Process..., Investment Banking, Research, Valuation, Analysis, Spanish, Statistics
Education
Claremont McKenna College 2010 — 2014
Economics-Accounting
San Francisco University High School 2006 — 2010
Gerren Fung's Stone & Youngberg Experience May 2009 - August 2010
Job Investment Banking Analyst at The McLean Group
Industry Investment Banking
Experience
The McLean Group October 2013 - Present
Premier healthcare alliance September 2012 - October 2013
KPMG US February 2011 - July 2012
Stone & Youngberg May 2009 - August 2010
Fiesta Bowl December 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Science (B.S.), Business Administration
University of Arizona 2006 — 2008
The McLean Group October 2013 - Present
Premier healthcare alliance September 2012 - October 2013
KPMG US February 2011 - July 2012
Stone & Youngberg May 2009 - August 2010
Fiesta Bowl December 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Science (B.S.), Business Administration
University of Arizona 2006 — 2008
Dirk ten Grotenhuis Dirk ten Grotenhuis's Stone & Youngberg Experience July 1994 - July 2011
Job Managing Director Business Banking, First Republic Bank
Industry Banking
Experience
First Republic Bank July 2011 - Present
Stone & Youngberg July 1994 - July 2011
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Non-Profit Finance
Georgetown University 1984 — 1988
BSBA, Finance
Loyola High School - Los Angeles 1980 — 1984
First Republic Bank July 2011 - Present
Stone & Youngberg July 1994 - July 2011
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Non-Profit Finance
Georgetown University 1984 — 1988
BSBA, Finance
Loyola High School - Los Angeles 1980 — 1984
Eric Saucier's Stone & Youngberg Experience 2008 - 2011
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale May 2011 - Present
Stone & Youngberg 2008 - 2011
Barlays Capital 2007 - 2008
Credit Suisse 2005 - 2007
Skills
Strategic Planning, Capital Markets, Fixed Income, Equities, Investment Banking, Financial Modeling
Education
Colby College
Georgetown University - The McDonough School of Business
Societe Generale May 2011 - Present
Stone & Youngberg 2008 - 2011
Barlays Capital 2007 - 2008
Credit Suisse 2005 - 2007
Skills
Strategic Planning, Capital Markets, Fixed Income, Equities, Investment Banking, Financial Modeling
Education
Colby College
Georgetown University - The McDonough School of Business
Amanda Emerson Amanda Emerson's Stone & Youngberg Experience August 2007 - October 2007
Job Director, Sales and Business Develpment at The Harry Walker Agency
Industry Events Services
Experience
The Harry Walker Agency February 2011 - Present
The Harry Walker Agency September 2008 - February 2011
J.Crew March 2008 - August 2008
The Weinstein Company November 2007 - February 2008
Stone & Youngberg August 2007 - October 2007
Tribeca Film Center June 2006 - August 2006
Skills
PowerPoint, Final Cut Pro, Microsoft Word, Outlook, Microsoft Excel, Entourage, Social Media, Event Management, Social Media Marketing, Public Relations, Event Planning, Marketing Communications, Microsoft Office, Marketing, Fundraising, Copywriting, Contract Negotiation, Leadership, Management, Publicity, Sales, Television, Business Development, Facebook
Education
Otterbein College 2003 — 2007
BA, Theatre and Broadcasting double major
GlenOak High School
GlenOak High School
The Harry Walker Agency February 2011 - Present
The Harry Walker Agency September 2008 - February 2011
J.Crew March 2008 - August 2008
The Weinstein Company November 2007 - February 2008
Stone & Youngberg August 2007 - October 2007
Tribeca Film Center June 2006 - August 2006
Skills
PowerPoint, Final Cut Pro, Microsoft Word, Outlook, Microsoft Excel, Entourage, Social Media, Event Management, Social Media Marketing, Public Relations, Event Planning, Marketing Communications, Microsoft Office, Marketing, Fundraising, Copywriting, Contract Negotiation, Leadership, Management, Publicity, Sales, Television, Business Development, Facebook
Education
Otterbein College 2003 — 2007
BA, Theatre and Broadcasting double major
GlenOak High School
GlenOak High School
Addie Stuvland Addie Stuvland's Stone & Youngberg Experience December 2009 - October 2010
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - March 2015
Goldstein Enright February 2011 - April 2012
Stone & Youngberg December 2009 - October 2010
Citi August 2004 - August 2009
Citi February 2004 - August 2004
Skills
Customer Service, Banking, Securities, Credit, Fixed Income, Microsoft Excel, Risk Management, Finance, Sales, Financial Analysis, Event Planning, PowerPoint
Education
Oregon State University 1999 — 2003
Liberal Arts, Communications
Pendleton High School 1996 — 1999
Wells Fargo Advisors August 2012 - March 2015
Goldstein Enright February 2011 - April 2012
Stone & Youngberg December 2009 - October 2010
Citi August 2004 - August 2009
Citi February 2004 - August 2004
Skills
Customer Service, Banking, Securities, Credit, Fixed Income, Microsoft Excel, Risk Management, Finance, Sales, Financial Analysis, Event Planning, PowerPoint
Education
Oregon State University 1999 — 2003
Liberal Arts, Communications
Pendleton High School 1996 — 1999
Iryna Newman's Stone & Youngberg Experience December 2006 - May 2008
Job Director of Customer Acquisition at Invoice2go
Industry Marketing and Advertising
Experience
Invoice2go September 2014 - Present
OpenTable June 2013 - September 2014
Groupon March 2011 - May 2013
SendMe, Inc. March 2008 - March 2011
Stone & Youngberg December 2006 - May 2008
AIESEC September 2000 - June 2003
Skills
Mobile Marketing, Business Development, Strategic Partnerships, Marketing Strategy, Mobile Advertising, Mobile Commerce, Media Planning, Mobile Applications, Mobile Internet, Targeted Advertising, ROI Optimization, Digital Marketing, Direct Marketing, Scale-up, Rich Media, Customer Acquisition, Subscriptions, SEO, Mobile Content, PPC, Monetization, SEM, Digital Strategy, Ad Networks, Interactive Marketing, Mobile Devices, Web Marketing, Advertising, Display Advertising, Mobile Communications, Affiliate Marketing, Digital Media, Mobile Entertainment, E-commerce, Marketing Activation, Web Analytics, Online Advertising, Marketing, Google Analytics, Google Adwords, Online Marketing, Conversion Optimization, Lead Generation, Optimization, Analytics, Online Lead Generation, Search Advertising
Education
Oregon State University
BA, Business Administration
University of Oregon - Charles H. Lundquist College of Business
FSAU Fellowship, Int'l Finance
Invoice2go September 2014 - Present
OpenTable June 2013 - September 2014
Groupon March 2011 - May 2013
SendMe, Inc. March 2008 - March 2011
Stone & Youngberg December 2006 - May 2008
AIESEC September 2000 - June 2003
Skills
Mobile Marketing, Business Development, Strategic Partnerships, Marketing Strategy, Mobile Advertising, Mobile Commerce, Media Planning, Mobile Applications, Mobile Internet, Targeted Advertising, ROI Optimization, Digital Marketing, Direct Marketing, Scale-up, Rich Media, Customer Acquisition, Subscriptions, SEO, Mobile Content, PPC, Monetization, SEM, Digital Strategy, Ad Networks, Interactive Marketing, Mobile Devices, Web Marketing, Advertising, Display Advertising, Mobile Communications, Affiliate Marketing, Digital Media, Mobile Entertainment, E-commerce, Marketing Activation, Web Analytics, Online Advertising, Marketing, Google Analytics, Google Adwords, Online Marketing, Conversion Optimization, Lead Generation, Optimization, Analytics, Online Lead Generation, Search Advertising
Education
Oregon State University
BA, Business Administration
University of Oregon - Charles H. Lundquist College of Business
FSAU Fellowship, Int'l Finance
Patric Duffy's Stone & Youngberg Experience December 2004 - February 2006
Job Systems & Network Admin MCSE, CCNA
Industry Information Technology and Services
Experience
Independent Consulting July 2007 - Present
BioImagene (acquired by Roche) April 2010 - December 2011
Flash Seats January 2007 - July 2007
Chevron September 2006 - January 2007
Colliers International March 2006 - September 2006
Stone & Youngberg December 2004 - February 2006
Argent Software September 2004 - February 2005
Microsoft March 2004 - July 2004
Chevron October 2002 - April 2003
Chevron April 2002 - October 2002
Skills
Active Directory, VMware, Networking, Technical Support, Cisco Technologies, Microsoft Exchange, CCNA, Project Management, Data Center, Linux, Hyper-V, Financial Services, System Administration, MCSE, CENTOS, Ubuntu, IT Operations Management, Linux System..., VMware ESX, Technical Leadership, IT Consulting, Active Dir, Excha, Servers, Troubleshooting, Firewalls, IT Operations, SAN, Switches, Windows Server, Hardware, Management, Windows Azure, Mobileiron, VMware vSphere, Red Hat Linux, Nagios, TSM Administration, 3PAR, HPSM, Validated Systems...
Education
San Jose State University 2010 — 2010
Vocational
Santa Clara Adult Ed. 2008 — 2009
Vocational
Los Medanos Community College 2000 — 2001
Vocational
University of Central Florida 1994 — 1996
BS
The American School in Japan 1984 — 1990
Self Study (RHCE & Linux+)
RHCE (non certified), Linux+ (non certified)
Independent Consulting July 2007 - Present
BioImagene (acquired by Roche) April 2010 - December 2011
Flash Seats January 2007 - July 2007
Chevron September 2006 - January 2007
Colliers International March 2006 - September 2006
Stone & Youngberg December 2004 - February 2006
Argent Software September 2004 - February 2005
Microsoft March 2004 - July 2004
Chevron October 2002 - April 2003
Chevron April 2002 - October 2002
Skills
Active Directory, VMware, Networking, Technical Support, Cisco Technologies, Microsoft Exchange, CCNA, Project Management, Data Center, Linux, Hyper-V, Financial Services, System Administration, MCSE, CENTOS, Ubuntu, IT Operations Management, Linux System..., VMware ESX, Technical Leadership, IT Consulting, Active Dir, Excha, Servers, Troubleshooting, Firewalls, IT Operations, SAN, Switches, Windows Server, Hardware, Management, Windows Azure, Mobileiron, VMware vSphere, Red Hat Linux, Nagios, TSM Administration, 3PAR, HPSM, Validated Systems...
Education
San Jose State University 2010 — 2010
Vocational
Santa Clara Adult Ed. 2008 — 2009
Vocational
Los Medanos Community College 2000 — 2001
Vocational
University of Central Florida 1994 — 1996
BS
The American School in Japan 1984 — 1990
Self Study (RHCE & Linux+)
RHCE (non certified), Linux+ (non certified)
Bill Paine's Stone & Youngberg Experience April 2009 - October 2009
Job Enterprise Sales at Cloudwords, Inc.
Industry Financial Services
Experience
Cloudwords, Inc. June 2015 - Present
Brownstone Investment Group February 2014 - May 2015
KGS-Alpha Capital Markets, L.P. February 2012 - January 2014
Wunderlich Securities September 2011 - February 2012
NestWorth Inc January 2011 - September 2011
MF Global October 2009 - January 2011
Stone & Youngberg April 2009 - October 2009
Braveco Ventures October 2008 - April 2009
Raub Brock Capital Management April 2006 - September 2008
FTN Financial January 2005 - April 2006
Skills
Investments, Portfolio Management, Fixed Income, Equities, Asset Management, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Securities
Education
Georgetown University 1986 — 1990
Tabor Academy 1982 — 1986
High School
Hollis
Cloudwords, Inc. June 2015 - Present
Brownstone Investment Group February 2014 - May 2015
KGS-Alpha Capital Markets, L.P. February 2012 - January 2014
Wunderlich Securities September 2011 - February 2012
NestWorth Inc January 2011 - September 2011
MF Global October 2009 - January 2011
Stone & Youngberg April 2009 - October 2009
Braveco Ventures October 2008 - April 2009
Raub Brock Capital Management April 2006 - September 2008
FTN Financial January 2005 - April 2006
Skills
Investments, Portfolio Management, Fixed Income, Equities, Asset Management, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Securities
Education
Georgetown University 1986 — 1990
Tabor Academy 1982 — 1986
High School
Hollis
Grant Gingery's Stone & Youngberg Experience 2002 - 2005
Job Account Executive at INSZoom
Industry Computer Software
Experience
INSZoom April 2013 - Present
SharesPost 2011 - February 2012
Securevest Financial Group 2010 - 2011
Oasis Media Corporation 2008 - 2010
Bullhorn January 2008 - September 2008
Wind River Systems 2005 - 2008
Stone & Youngberg 2002 - 2005
BrassRing 1999 - 2002
Skills
Salesforce.com, Sales, Sales Management, Channel Sales, Brokerage, Enterprise Software, Embedded Software, Lead Generation, Leadership, Fixed Income, Broker-Dealer, Series 7, Series 63, Accounting, CRM, SaaS, Asset Managment, Business, Customer Service, Territory Management, Territory Development, Internet, Account Management, Start-ups, Asset Management, Financial Services, Business Development, Management, Solution Selling
Education
California State University-Chico 1994 — 1997
BS: Business, Option: Accounting
INSZoom April 2013 - Present
SharesPost 2011 - February 2012
Securevest Financial Group 2010 - 2011
Oasis Media Corporation 2008 - 2010
Bullhorn January 2008 - September 2008
Wind River Systems 2005 - 2008
Stone & Youngberg 2002 - 2005
BrassRing 1999 - 2002
Skills
Salesforce.com, Sales, Sales Management, Channel Sales, Brokerage, Enterprise Software, Embedded Software, Lead Generation, Leadership, Fixed Income, Broker-Dealer, Series 7, Series 63, Accounting, CRM, SaaS, Asset Managment, Business, Customer Service, Territory Management, Territory Development, Internet, Account Management, Start-ups, Asset Management, Financial Services, Business Development, Management, Solution Selling
Education
California State University-Chico 1994 — 1997
BS: Business, Option: Accounting
Evan Walker's Stone & Youngberg Experience September 2008 - June 2012
Job Investment Analyst at Legato Capital Management, LLC
Industry Investment Management
Experience
Legato Capital Management, LLC June 2012 - Present
Stone & Youngberg September 2008 - June 2012
S&Y Asset Management January 2005 - September 2008
Stone & Youngberg, LLC January 2004 - January 2005
Standard Trust Deed June 2002 - January 2004
Skills
Asset Managment, Investments, Securities, Portfolio Management, Equities, Financial Analysis, Alternative Investments, Series 7, Wealth Management, Due Diligence, Hedge Funds, Mutual Funds, Asset Allocation, Asset Management, Finance, FINRA, Options, Investment Management, Investment Strategies, Investment Advisory
Education
University of California, Santa Cruz 1998 — 2002
BA, Environmental Studies
University of New Hampshire 2000 — 2001
Environmental Studies
Legato Capital Management, LLC June 2012 - Present
Stone & Youngberg September 2008 - June 2012
S&Y Asset Management January 2005 - September 2008
Stone & Youngberg, LLC January 2004 - January 2005
Standard Trust Deed June 2002 - January 2004
Skills
Asset Managment, Investments, Securities, Portfolio Management, Equities, Financial Analysis, Alternative Investments, Series 7, Wealth Management, Due Diligence, Hedge Funds, Mutual Funds, Asset Allocation, Asset Management, Finance, FINRA, Options, Investment Management, Investment Strategies, Investment Advisory
Education
University of California, Santa Cruz 1998 — 2002
BA, Environmental Studies
University of New Hampshire 2000 — 2001
Environmental Studies
LeAnn Treft's Stone & Youngberg Experience April 2003 - February 2012
Job Payroll Manager at Stone & Youngberg
Industry Financial Services
Experience
Stone & Youngberg April 2003 - February 2012
Vignette Corporation (formerly Epicentric, Inc) April 2000 - February 2003
Dun & Bradstreet May 1998 - April 2000
San Francisco Airport Hilton August 1991 - April 1998
Skills
Payroll, Accounting, Accounts Payable, 401k, Tax, Employee Benefits, Excel, ADP Payroll, ReportSmith, Xtiva
Education
CSU Sacramento
Payroll Administration Certification Program, Payroll
San Francisco State University
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
Skyline College
Associate of Arts (AA)
Stone & Youngberg April 2003 - February 2012
Vignette Corporation (formerly Epicentric, Inc) April 2000 - February 2003
Dun & Bradstreet May 1998 - April 2000
San Francisco Airport Hilton August 1991 - April 1998
Skills
Payroll, Accounting, Accounts Payable, 401k, Tax, Employee Benefits, Excel, ADP Payroll, ReportSmith, Xtiva
Education
CSU Sacramento
Payroll Administration Certification Program, Payroll
San Francisco State University
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
Skyline College
Associate of Arts (AA)
Michael Ouchida's Stone & Youngberg Experience 2005 - 2005
Job Software Developer
Industry Computer Software
Experience
GHR Systems 2005 - 2006
Stone & Youngberg 2005 - 2005
Presidio Financial Partners 2004 - 2004
Education
University of California, San Diego 1999 — 2003
GHR Systems 2005 - 2006
Stone & Youngberg 2005 - 2005
Presidio Financial Partners 2004 - 2004
Education
University of California, San Diego 1999 — 2003
Dustin Claussen's Stone & Youngberg Experience June 2001 - December 2001
Job Assistant Controller for Audit, Compliance and Special Projects at Public Health Institute
Industry Accounting
Experience
Public Health Institute October 2009 - Present
Metropolitan Transportation Commission January 2009 - December 2009
Maze & Associates January 2003 - December 2008
Stone & Youngberg June 2001 - December 2001
Skills
Access, Excel, Word, Budgeting, Auditing, Financial Reporting, Accounting, Non-profits, Policy, Forecasting, Analysis, Microsoft Office, Compliance, Public Speaking, Writing, Customer Relations, Problem Solving, Planning, Cost, Grants, Financial Analysis, Program Management, Financial Modeling, Policy Analysis, Tax, Data Analysis, Government, Budgets
Education
St. Mary's College of California 1999 — 2002
Bachelor's degree, Accounting
Public Health Institute October 2009 - Present
Metropolitan Transportation Commission January 2009 - December 2009
Maze & Associates January 2003 - December 2008
Stone & Youngberg June 2001 - December 2001
Skills
Access, Excel, Word, Budgeting, Auditing, Financial Reporting, Accounting, Non-profits, Policy, Forecasting, Analysis, Microsoft Office, Compliance, Public Speaking, Writing, Customer Relations, Problem Solving, Planning, Cost, Grants, Financial Analysis, Program Management, Financial Modeling, Policy Analysis, Tax, Data Analysis, Government, Budgets
Education
St. Mary's College of California 1999 — 2002
Bachelor's degree, Accounting
Robyn Jennings's Stone & Youngberg Experience June 2008 - December 2011
Job Martial Arts and Fitness Trainer
Industry Health, Wellness and Fitness
Experience
The Studio - Martial Arts and Fitness January 2014 - Present
Stone & Youngberg June 2008 - December 2011
Stone & Youngberg September 2003 - May 2005
Wells Fargo Advisors April 2002 - August 2003
Merrill Lynch January 2000 - March 2002
Education
Oregon State University
Pre-Law Studies
Saint Mary's College of California
Bachelor's Degree, Business Administration, Management and Operations
The Studio - Martial Arts and Fitness January 2014 - Present
Stone & Youngberg June 2008 - December 2011
Stone & Youngberg September 2003 - May 2005
Wells Fargo Advisors April 2002 - August 2003
Merrill Lynch January 2000 - March 2002
Education
Oregon State University
Pre-Law Studies
Saint Mary's College of California
Bachelor's Degree, Business Administration, Management and Operations
Craig Summers's Stone & Youngberg Experience 2003 - June 2012
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
Richard Gerwitz's Stone & Youngberg Experience 1999 - 2001
Job Managing Director at Citi
Industry Financial Services
Experience
Citigroup February 2007 - Present
Newman & Associates 2001 - 2007
Stone & Youngberg 1999 - 2001
Education
NYU
Masters in Urban Planning
State University of New York at Buffalo 1969 — 1973
BA, Psychology
Citigroup February 2007 - Present
Newman & Associates 2001 - 2007
Stone & Youngberg 1999 - 2001
Education
NYU
Masters in Urban Planning
State University of New York at Buffalo 1969 — 1973
BA, Psychology
Stacy Kitti's Stone & Youngberg Experience AccountingStone & YoungbergSeptember 2006 - Present
Job Accounting at Stone & Youngberg
Industry Investment Banking
Experience
Stone & Youngberg AccountingStone & YoungbergSeptember 2006 - Present
Education
California State University-Sacramento 2003 — 2005
Stone & Youngberg AccountingStone & YoungbergSeptember 2006 - Present
Education
California State University-Sacramento 2003 — 2005
Eddie Villa's Stone & Youngberg Experience 2003 - 2004
Job Director of Digital Strategy at Urias Communications
Industry Design
Experience
Urias Communications August 2015 - Present
Ideas Collide August 2012 - July 2015
Ensemble Real Estate March 2010 - June 2012
Cole Capital April 2006 - January 2010
Ross Brown Partners, Inc. 2005 - 2006
Stone & Youngberg 2003 - 2004
Skills
Advertising, Real Estate, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Social Media, Public Relations, Online Advertising, Strategic Planning, Marketing Strategy, Photoshop, Email Marketing, Project Management
Education
Sessions College for Professional Design 2010 — 2012
Design, Branding, Multi-Media
Arizona State University 2000 — 2004
Urias Communications August 2015 - Present
Ideas Collide August 2012 - July 2015
Ensemble Real Estate March 2010 - June 2012
Cole Capital April 2006 - January 2010
Ross Brown Partners, Inc. 2005 - 2006
Stone & Youngberg 2003 - 2004
Skills
Advertising, Real Estate, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Social Media, Public Relations, Online Advertising, Strategic Planning, Marketing Strategy, Photoshop, Email Marketing, Project Management
Education
Sessions College for Professional Design 2010 — 2012
Design, Branding, Multi-Media
Arizona State University 2000 — 2004
David Scoralle's Stone & Youngberg Experience May 2009 - April 2011
Job Vice President at Starwood Capital Group
Industry Financial Services
Experience
Starwood Capital Group May 2011 - Present
Stone & Youngberg May 2009 - April 2011
Countrywide Securities Corporation March 2006 - September 2008
Countrywide Securities Corporation March 2005 - March 2006
Countrywide Securities Corporation August 2004 - March 2005
Boeing Space and Communications March 2000 - June 2003
Lockheed Martin Aeronautics January 1997 - March 2000
Education
University of California, Irvine 2002 — 2004
MBA, Finance
University of Utah 1992 — 1997
BS, Mechanical Engineering
Starwood Capital Group May 2011 - Present
Stone & Youngberg May 2009 - April 2011
Countrywide Securities Corporation March 2006 - September 2008
Countrywide Securities Corporation March 2005 - March 2006
Countrywide Securities Corporation August 2004 - March 2005
Boeing Space and Communications March 2000 - June 2003
Lockheed Martin Aeronautics January 1997 - March 2000
Education
University of California, Irvine 2002 — 2004
MBA, Finance
University of Utah 1992 — 1997
BS, Mechanical Engineering
Richard Estabrook's Stone & Youngberg Experience July 2009 - August 2011
Job Managing Director at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. August 2011 - Present
Stone & Youngberg July 2009 - August 2011
Stifel Nicolaus October 2008 - July 2009
LaSalle Bank ABN/AMRO 2006 - 2007
Piper Jaffray 2000 - 2005
Skills
MBS, Research, Fixed Income, Structured Products, Trading, Series 7, Portfolio Management, Securities, Asset Allocation, Investments, Bonds
Education
University of Illinois at Urbana-Champaign 1978 — 1984
B.S., Mathematics, Economics
Oppenheimer & Co. August 2011 - Present
Stone & Youngberg July 2009 - August 2011
Stifel Nicolaus October 2008 - July 2009
LaSalle Bank ABN/AMRO 2006 - 2007
Piper Jaffray 2000 - 2005
Skills
MBS, Research, Fixed Income, Structured Products, Trading, Series 7, Portfolio Management, Securities, Asset Allocation, Investments, Bonds
Education
University of Illinois at Urbana-Champaign 1978 — 1984
B.S., Mathematics, Economics
Cheryl Jerge's Stone & Youngberg Experience August 2005 - April 2006
Job Proactive Assistant / Customer Service Focused / LION
Industry Accounting
Experience
Pull-A-Part, LLC February 2011 - June 2013
Ad Engine, LLC August 2008 - April 2009
NeoMedia Technologies February 2008 - August 2008
United Behavioral Health April 2006 - December 2007
Stone & Youngberg August 2005 - April 2006
Cingular Wireless September 1999 - August 2005
CTX Mortgage Company September 1997 - September 1999
Skills
Human Resources, Microsoft Office, Customer Service, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, LinkedIn Open Networker, Finance, Management, Team Building, Access, Sales, Project Planning, Time Management, Accounts Payable, Invoicing
Education
Dekalb Community College
Business Administration
Roswell High
University of North Georgia
Business Administration
Pull-A-Part, LLC February 2011 - June 2013
Ad Engine, LLC August 2008 - April 2009
NeoMedia Technologies February 2008 - August 2008
United Behavioral Health April 2006 - December 2007
Stone & Youngberg August 2005 - April 2006
Cingular Wireless September 1999 - August 2005
CTX Mortgage Company September 1997 - September 1999
Skills
Human Resources, Microsoft Office, Customer Service, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, LinkedIn Open Networker, Finance, Management, Team Building, Access, Sales, Project Planning, Time Management, Accounts Payable, Invoicing
Education
Dekalb Community College
Business Administration
Roswell High
University of North Georgia
Business Administration
Eric Souza's Stone & Youngberg Experience 2005 - 2006
Job Senior Portfolio Manager at SVB Asset Management
Industry Investment Management
Experience
SVB Asset Management July 2013 - Present
Natixis Global Asset Management 2006 - 2013
Stone & Youngberg 2005 - 2006
Schwab Capital Markets 2003 - 2005
Barclays Global Investors 1995 - 2003
Skills
Bonds, ABS, MBS, Asset Management, Portfolio Management, Fixed Income, Trading, Capital Markets, Series 7, Mutual Funds, Electronic Trading, Investments, Credit, Securities, CMBS, Emerging Markets, High Yield, Bloomberg, Derivatives, Financial Risk, Money Market, Risk Management, Hedge Funds, Financial Structuring, Alternative Investments, Equities, Funding, Asset Allocation, Structured Products, Options, ETFs, Series 63, Investment Management, Separately Managed..., Investment Strategies, Financial Markets, Treasury
Education
Saint Mary's College of California 2010 — 2011
MS Finance, Masters Financial Analysis/Investment Management
California State University-Hayward 1991 — 1995
BS, Business Administration/Finance
SVB Asset Management July 2013 - Present
Natixis Global Asset Management 2006 - 2013
Stone & Youngberg 2005 - 2006
Schwab Capital Markets 2003 - 2005
Barclays Global Investors 1995 - 2003
Skills
Bonds, ABS, MBS, Asset Management, Portfolio Management, Fixed Income, Trading, Capital Markets, Series 7, Mutual Funds, Electronic Trading, Investments, Credit, Securities, CMBS, Emerging Markets, High Yield, Bloomberg, Derivatives, Financial Risk, Money Market, Risk Management, Hedge Funds, Financial Structuring, Alternative Investments, Equities, Funding, Asset Allocation, Structured Products, Options, ETFs, Series 63, Investment Management, Separately Managed..., Investment Strategies, Financial Markets, Treasury
Education
Saint Mary's College of California 2010 — 2011
MS Finance, Masters Financial Analysis/Investment Management
California State University-Hayward 1991 — 1995
BS, Business Administration/Finance
Ramiro Albarran's Stone & Youngberg Experience 2009 - 2011
Job Managing Director and Head of Origination at Preston Hollow Capital, LLC
Industry Financial Services
Experience
Preston Hollow Capital, LLC March 2015 - Present
Guggenheim Partners 2011 - 2015
Stone & Youngberg 2009 - 2011
Starwood Infrastructure 2008 - 2009
banc-of-america-securities 2001 - 2008
Education
Dartmouth College 1984 — 1988
Preston Hollow Capital, LLC March 2015 - Present
Guggenheim Partners 2011 - 2015
Stone & Youngberg 2009 - 2011
Starwood Infrastructure 2008 - 2009
banc-of-america-securities 2001 - 2008
Education
Dartmouth College 1984 — 1988
Carmen Vargas's Stone & Youngberg Experience February 2008 - June 2010
Job Senior Vice PresidentPublic Finance at BOSC, Inc.
Industry Investment Banking
Experience
BOSC, Inc. February 2015 - Present
Cabrera Capital Markets, LLC July 2010 - February 2015
Stone & Youngberg February 2008 - June 2010
Citigroup Global Markets, Inc. 1997 - 2008
Skills
Public Finance, Strategic Planning, Financial Analysis, Fixed Income, Bonds, Investment Banking, Financial Modeling, Securities, Capital Markets, Economics, Bloomberg, Structured Finance, Series 7, Investments, Due Diligence, Finance
Education
Brown University 1994 — 1998
BA, Political Science & Ethnic Studies
Baldwin Park High School 1990 — 1994
BOSC, Inc. February 2015 - Present
Cabrera Capital Markets, LLC July 2010 - February 2015
Stone & Youngberg February 2008 - June 2010
Citigroup Global Markets, Inc. 1997 - 2008
Skills
Public Finance, Strategic Planning, Financial Analysis, Fixed Income, Bonds, Investment Banking, Financial Modeling, Securities, Capital Markets, Economics, Bloomberg, Structured Finance, Series 7, Investments, Due Diligence, Finance
Education
Brown University 1994 — 1998
BA, Political Science & Ethnic Studies
Baldwin Park High School 1990 — 1994
Bill Huck's Stone & Youngberg Experience 1981 - October 2011
Job Distressed Muni Bond Investor
Industry Investment Management
Experience
Common Bond Capital Partners LLC October 2011 - Present
Stone & Youngberg 1981 - October 2011
S&Y Capital Group 2004 - September 2011
Skills
Capital Markets, Alternative Investments, Fixed Income, Bonds, Real Estate, Investment Banking, Investments, Private Equity, Due Diligence, Venture Capital, Management, Asset Management
Education
Stanford University Graduate School of Business 1979 — 1981
MBA, Finance
Stanford University
B.A., Economics
Common Bond Capital Partners LLC October 2011 - Present
Stone & Youngberg 1981 - October 2011
S&Y Capital Group 2004 - September 2011
Skills
Capital Markets, Alternative Investments, Fixed Income, Bonds, Real Estate, Investment Banking, Investments, Private Equity, Due Diligence, Venture Capital, Management, Asset Management
Education
Stanford University Graduate School of Business 1979 — 1981
MBA, Finance
Stanford University
B.A., Economics
Matthew Gennet's Stone & Youngberg Experience June 2008 - August 2008
Job Accountant
Industry Accounting
Experience
O'Dowd Franklin Rabanal & Smith July 2009 - August 2009
Stone & Youngberg June 2008 - August 2008
Gustavo Thrace Wines February 2006 - November 2007
Education
University of San Francisco 2006 — 2008
O'Dowd Franklin Rabanal & Smith July 2009 - August 2009
Stone & Youngberg June 2008 - August 2008
Gustavo Thrace Wines February 2006 - November 2007
Education
University of San Francisco 2006 — 2008
Rexanne Gonzalez's Stone & Youngberg Experience May 2003 - September 2006
Job Account Director SiJCP at Benefit Cosmetics
Industry Cosmetics
Experience
Benefit Cosmetics January 2014 - Present
Benefit Cosmetics July 2010 - December 2013
Mervyns, Corp. February 2008 - October 2008
Sourcing Partners June 2007 - January 2008
Stone & Youngberg May 2003 - September 2006
Sumitomo Mitsui Banking Corporation May 2001 - December 2002
Skills
Microsoft Excel, Sales, Analysis, Apparel, Forecasting, Cross-functional Team..., Management, Cosmetics, Product Marketing, Product Development, Fashion, Program Management, Marketing, Merchandising, Retail, Account Management, Brand Management, Inventory Management, Merchandising Strategies
Education
Fashion Institute of Design & Merchandising 2006 — 2007
AA, Merchandise Product Development
San Francisco State University 2000 — 2003
BS, International Business
Benefit Cosmetics January 2014 - Present
Benefit Cosmetics July 2010 - December 2013
Mervyns, Corp. February 2008 - October 2008
Sourcing Partners June 2007 - January 2008
Stone & Youngberg May 2003 - September 2006
Sumitomo Mitsui Banking Corporation May 2001 - December 2002
Skills
Microsoft Excel, Sales, Analysis, Apparel, Forecasting, Cross-functional Team..., Management, Cosmetics, Product Marketing, Product Development, Fashion, Program Management, Marketing, Merchandising, Retail, Account Management, Brand Management, Inventory Management, Merchandising Strategies
Education
Fashion Institute of Design & Merchandising 2006 — 2007
AA, Merchandise Product Development
San Francisco State University 2000 — 2003
BS, International Business
Jay Murphy's Stone & Youngberg Experience 2009 - March 2011
Job Managing Director at Mesirow Financial
Industry Investment Banking
Experience
Mesirow Financial September 2014 - Present
Guggenheim Securities March 2011 - August 2014
Stone & Youngberg 2009 - March 2011
Goldman Sachs 1980 - 2008
Education
Norwich University 1976 — 1980
BS, Business Administration
High school 1972 — 1976
Mesirow Financial September 2014 - Present
Guggenheim Securities March 2011 - August 2014
Stone & Youngberg 2009 - March 2011
Goldman Sachs 1980 - 2008
Education
Norwich University 1976 — 1980
BS, Business Administration
High school 1972 — 1976
Scott Verch's Stone & Youngberg Experience December 2009 - October 2010
Job Managing Director at United States Financial Institution
Industry Capital Markets
Experience
U.S. Financial Institution October 2010 - Present
Stone & Youngberg December 2009 - October 2010
Bank of America August 2007 - June 2009
Morgan Stanley April 2004 - August 2007
JPMorgan Chase August 1995 - March 2004
Donaldson, Lufkin & Jenrette August 1992 - April 1995
Education
University at Albany, SUNY 1987 — 1991
U.S. Financial Institution October 2010 - Present
Stone & Youngberg December 2009 - October 2010
Bank of America August 2007 - June 2009
Morgan Stanley April 2004 - August 2007
JPMorgan Chase August 1995 - March 2004
Donaldson, Lufkin & Jenrette August 1992 - April 1995
Education
University at Albany, SUNY 1987 — 1991
Lindsey Prochaska's Stone & Youngberg Experience October 2006 - October 2011
Job Business Banking at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2011 - Present
Stone & Youngberg October 2006 - October 2011
Family Solutions June 2005 - August 2006
Butte County Office of Education May 2003 - June 2005
Skills
Asset Managment
Education
CSU Chico 2001 — 2003
BA, Child Development
First Republic Bank October 2011 - Present
Stone & Youngberg October 2006 - October 2011
Family Solutions June 2005 - August 2006
Butte County Office of Education May 2003 - June 2005
Skills
Asset Managment
Education
CSU Chico 2001 — 2003
BA, Child Development
Tom Lockard's Stone & Youngberg Experience July 1984 - March 2014
Job VP Real Estate Investment and Institutional Sales
Industry Financial Services
Experience
Fundrise March 2014 - Present
Stone & Youngberg July 1984 - March 2014
Skills
Securities, Investments, Fixed Income, Series 7, Alternative Investments, Asset Management, Bonds, Investment Banking, Capital Markets, Hedge Funds, Series 63, Equities, Financial Modeling, Investment Advisory, Investment Management
Education
Wharton School, University of Pennsylvania 1982 — 1984
Master of Business Administration (MBA), Finance and Public Management
Claremont Graduate University 1980 — 1980
Master's Degree, Public Policy Analysis
Stanford University 1975 — 1979
AB, International Relations
Fundrise March 2014 - Present
Stone & Youngberg July 1984 - March 2014
Skills
Securities, Investments, Fixed Income, Series 7, Alternative Investments, Asset Management, Bonds, Investment Banking, Capital Markets, Hedge Funds, Series 63, Equities, Financial Modeling, Investment Advisory, Investment Management
Education
Wharton School, University of Pennsylvania 1982 — 1984
Master of Business Administration (MBA), Finance and Public Management
Claremont Graduate University 1980 — 1980
Master's Degree, Public Policy Analysis
Stanford University 1975 — 1979
AB, International Relations
Brandon Yee's Stone & Youngberg Experience June 2010 - August 2010
Job Senior Broker for Aon Financial Services Group
Industry Financial Services
Experience
Aon Risk Solutions March 2012 - Present
GTS Inc. July 2011 - February 2012
CIRE Partners 2011 - 2011
Stone & Youngberg June 2010 - August 2010
United Commercial Bank June 2009 - August 2009
Skills
Financial Modeling
Education
University of California, San Diego 2007 — 2011
BS, Management Science
Aon Risk Solutions March 2012 - Present
GTS Inc. July 2011 - February 2012
CIRE Partners 2011 - 2011
Stone & Youngberg June 2010 - August 2010
United Commercial Bank June 2009 - August 2009
Skills
Financial Modeling
Education
University of California, San Diego 2007 — 2011
BS, Management Science
Azizza Jones's Stone & Youngberg Experience February 2012 - October 2012
Job Client Service Specialist at CPA Global
Industry Accounting
Experience
CPA Global February 2015 - Present
Moss Adams LLP October 2012 - February 2015
Stone & Youngberg February 2012 - October 2012
The Union Labor Life Insurance Company September 2008 - November 2010
Catholic Charities CYO May 2005 - September 2008
Skills
Microsoft Word, Microsoft Excel, Insurance, PowerPoint, Microsoft Office, Customer Service, Outlook, Research, Investments, Accounting, Patent Searching, Patents
Education
San Francisco State University 1997 — 2005
BS, Political Science
CPA Global February 2015 - Present
Moss Adams LLP October 2012 - February 2015
Stone & Youngberg February 2012 - October 2012
The Union Labor Life Insurance Company September 2008 - November 2010
Catholic Charities CYO May 2005 - September 2008
Skills
Microsoft Word, Microsoft Excel, Insurance, PowerPoint, Microsoft Office, Customer Service, Outlook, Research, Investments, Accounting, Patent Searching, Patents
Education
San Francisco State University 1997 — 2005
BS, Political Science
Amanda Serradell's Stone & Youngberg Experience 2005 - 2005
Job Executive Assistant to CEO at Community Hospital of the Monterey Peninsula
Industry
Experience
Community Hospital of the Monterey Peninsula 2013 - Present
KKR 2008 - 2012
Morgan Stanley Investment Management 2006 - 2008
Stone & Youngberg 2005 - 2005
Credit Suisse 2002 - 2005
Education
Saint Mary's College of California
B.S., Business Administration
Community Hospital of the Monterey Peninsula 2013 - Present
KKR 2008 - 2012
Morgan Stanley Investment Management 2006 - 2008
Stone & Youngberg 2005 - 2005
Credit Suisse 2002 - 2005
Education
Saint Mary's College of California
B.S., Business Administration
Jonathan Ruth's Stone & Youngberg Experience 2005 - 2007
Job Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray 2007 - Present
Stone & Youngberg 2005 - 2007
Skills
Capital Markets, Public Finance, Investments, Hedge Funds, Investment Banking, Valuation, Fixed Income, Finance, Securities, Series 7, Financial Modeling, Equities, Bonds, Bloomberg
Education
USC Marshall School of Business
MBA, Finance
Fuller Theological Seminary
MA, Theology
University of Minnesota-Twin Cities
BA, Philosophy
Piper Jaffray 2007 - Present
Stone & Youngberg 2005 - 2007
Skills
Capital Markets, Public Finance, Investments, Hedge Funds, Investment Banking, Valuation, Fixed Income, Finance, Securities, Series 7, Financial Modeling, Equities, Bonds, Bloomberg
Education
USC Marshall School of Business
MBA, Finance
Fuller Theological Seminary
MA, Theology
University of Minnesota-Twin Cities
BA, Philosophy
Richard Nold's Stone & Youngberg Experience 2009 - 2010
Job Structured Product Sales at KGSAlpha Capital Markets, L.P.
Industry Capital Markets
Experience
KGS-Alpha Capital Markets, L.P. September 2010 - Present
Stone & Youngberg 2009 - 2010
Barclays Capital 2004 - 2009
Lehman Brothers 1999 - 2004
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance
Fordham University 1995 — 1999
BS, Public Accounting
KGS-Alpha Capital Markets, L.P. September 2010 - Present
Stone & Youngberg 2009 - 2010
Barclays Capital 2004 - 2009
Lehman Brothers 1999 - 2004
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance
Fordham University 1995 — 1999
BS, Public Accounting
Sheva Hu's Stone & Youngberg Experience February 2005 - September 2006
Job Finance Operations Manager at Google
Industry Internet
Experience
Google October 2006 - Present
Stone & Youngberg February 2005 - September 2006
Education
UC Berkeley 1999 — 2003
Bachelor's degree, Economics
Google October 2006 - Present
Stone & Youngberg February 2005 - September 2006
Education
UC Berkeley 1999 — 2003
Bachelor's degree, Economics
Joshua Ormiston's Stone & Youngberg Experience May 2005 - June 2009
Job
Industry Banking
Experience
Alliance Bank of Arizona August 2012 - Present
Piper Jaffray June 2009 - August 2012
Stone & Youngberg May 2005 - June 2009
Skills
Homeowner Association...
Education
Texas A&M University 2003 — 2005
Master of Science (M.S.), Finance, General
Michigan State University 1999 — 2003
Bachelor of Science (B.S.), Mathematics
Alliance Bank of Arizona August 2012 - Present
Piper Jaffray June 2009 - August 2012
Stone & Youngberg May 2005 - June 2009
Skills
Homeowner Association...
Education
Texas A&M University 2003 — 2005
Master of Science (M.S.), Finance, General
Michigan State University 1999 — 2003
Bachelor of Science (B.S.), Mathematics
Jason Aiello's Stone & Youngberg Experience June 2006 - February 2011
Job Senior Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. October 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Stone & Youngberg June 2006 - February 2011
UBS Wealth Management August 2003 - June 2006
Skills
Fixed Income, Wealth Management, Bonds, Asset Management, Institutional Sales, Capital Markets, Bloomberg, Mutual Funds, Investments
Education
University of Scranton 1999 — 2003
Bachelor's Degree, Finance, General
R. Seelaus & Co., Inc. October 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Stone & Youngberg June 2006 - February 2011
UBS Wealth Management August 2003 - June 2006
Skills
Fixed Income, Wealth Management, Bonds, Asset Management, Institutional Sales, Capital Markets, Bloomberg, Mutual Funds, Investments
Education
University of Scranton 1999 — 2003
Bachelor's Degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY