Stone & Youngberg

Industry: Company

Description

Founded: 1931Parent organization: StifelSubsidiaries: S&Y Asset Management LLC, S&Y Capital Group, LLC.FeedbackDisclaimerClaim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportStone & Youngberg LLCWebsiteDirections Saved (0) Saved Save Investment bank in San Francisco, CaliforniaAddress: 1 Sausalito - San Francisco Ferry Bldg, San Francisco, CA 94111Phone: (415) 445-2300: Place name: : : : Category: Website: : : Hours: Website: http://www.syllc.com/Category: Investment BankSuggest 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 hoursUnable to add this file. Please check that it is a valid photo.Questions & answersAsk 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 LLCPosting publicly on the WebWrite a reviewReviewsBe the first to review

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Stone & Youngberg List of Employees: 1992-2019
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Stone & Youngberg Employees

Employee
Years
Job
Industry
Angela CerretaAngela Cerreta San Francisco Bay Area
Stone & Youngberg Years 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

Jennifer TondaJennifer Tonda San Francisco Bay Area
Stone & Youngberg Years 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

Mike WagnerMike Wagner Portland, Oregon Area
Stone & Youngberg Years 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

Kathleen PlantKathleen Plant San Francisco, California
Stone & Youngberg Years 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

Trevor WilliamsTrevor Williams San Francisco Bay Area
Stone & Youngberg Years 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

Gina WeaverGina Weaver Antioch, California
Stone & Youngberg Years 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

Benjamin A. BellerBenjamin A. Beller Los Angeles, California
Stone & Youngberg Years 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

Matt PageMatt Page Sacramento, California Area
Stone & Youngberg Years 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

Samantha LewinsSamantha Lewins San Francisco Bay Area
Stone & Youngberg Years 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

Chris FrankChris Frank San Francisco Bay Area
Stone & Youngberg Years 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

Matthew E. Diamond, M.S.F.Matthew E. Diamond, M.S.F. Baltimore, Maryland Area
Stone & Youngberg Years 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

Selene SavageSelene Savage Vacaville, California
Stone & Youngberg Years 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

David HsuDavid Hsu San Francisco Bay Area
Stone & Youngberg Years 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

Kirk RuddyKirk Ruddy Greater New York City Area
Stone & Youngberg Years 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

Douglas FrigonDouglas Frigon San Francisco Bay Area
Stone & Youngberg Years 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

Nicole McQueenNicole McQueen Greater New York City Area
Stone & Youngberg Years 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.)

John DiGiorgioJohn DiGiorgio San Francisco Bay Area
Stone & Youngberg Years 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

Sara Oberlies (Sara Oberlies) BrownSara Oberlies (Sara Oberlies) Brown Greater Los Angeles Area
Stone & Youngberg Years 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

Ryan StohlRyan Stohl New York, New York
Stone & Youngberg Years 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

Sue WyckoffSue Wyckoff San Francisco, California
Stone & Youngberg Years 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

David M. GanzDavid M. Ganz New York, New York
Stone & Youngberg Years 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

Ron Mintz, CFARon Mintz, CFA Greater Philadelphia Area
Stone & Youngberg Years 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

Ed SchillingEd Schilling San Francisco Bay Area
Stone & Youngberg Years 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

Justin BethuneJustin Bethune San Francisco Bay Area
Stone & Youngberg Years 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

Bridget KatzBridget Katz San Francisco Bay Area
Stone & Youngberg Years 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.)

Steven BrendeSteven Brende Greater Los Angeles Area
Stone & Youngberg Years 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

James Miller, MBAJames Miller, MBA Phoenix, Arizona
Stone & Youngberg Years 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

Maria GeronimoMaria Geronimo San Francisco Bay Area
Stone & Youngberg Years 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

Bob DesmondBob Desmond Greater Chicago Area
Stone & Youngberg Years 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

Julie VashawJulie Vashaw Greater Los Angeles Area
Stone & Youngberg Years 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

Rick RizzoRick Rizzo Woodstock, Illinois
Stone & Youngberg Years 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

Cassandra SwotaCassandra Swota New York, New York
Stone & Youngberg Years 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

Lindsey MorgenthalerLindsey Morgenthaler San Francisco Bay Area
Stone & Youngberg Years 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

David HamillDavid Hamill Dallas/Fort Worth Area
Stone & Youngberg Years 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

Anthony CasillasAnthony Casillas Saint Louis, Missouri
Stone & Youngberg Years 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

Nicolette FrinkNicolette Frink Cupertino, California
Stone & Youngberg Years 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

Taylor HollenbeckTaylor Hollenbeck San Francisco, California
Stone & Youngberg Years 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

Nikki MachadoNikki Machado Greater San Diego Area
Stone & Youngberg Years 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

Alexander KaplanAlexander Kaplan Boston, Massachusetts
Stone & Youngberg Years 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

Caitlin MilmeysterCaitlin Milmeyster Charlotte, North Carolina
Stone & Youngberg Years 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

ANDREW PONZOANDREW PONZO Greater New York City Area
Stone & Youngberg Years 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

Mark LaValleeMark LaVallee Phoenix, Arizona Area
Stone & Youngberg Years 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

Ramon ZepedaRamon Zepeda Hermosa Beach, California
Stone & Youngberg Years 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

Chelsea BattleChelsea Battle Beverly Hills, California
Stone & Youngberg Years 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

Joshua Contreras-AlemanJoshua Contreras-Aleman Greater Detroit Area
Stone & Youngberg Years 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

Madeleine BannonMadeleine Bannon Greater Los Angeles Area
Stone & Youngberg Years 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

Gerren FungGerren Fung Washington D.C. Metro Area
Stone & Youngberg Years 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

Dirk ten GrotenhuisDirk ten Grotenhuis San Francisco, California
Stone & Youngberg Years 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

Eric SaucierEric Saucier Greater New York City Area
Stone & Youngberg Years 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

Amanda EmersonAmanda Emerson Greater Minneapolis-St. Paul Area
Stone & Youngberg Years 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

Addie StuvlandAddie Stuvland Concord, California
Stone & Youngberg Years 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

Iryna NewmanIryna Newman San Francisco Bay Area
Stone & Youngberg Years 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

Eddie VillaEddie Villa Phoenix, Arizona Area
Stone & Youngberg Years 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

Carmen VargasCarmen Vargas Greater Los Angeles Area
Stone & Youngberg Years 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

Grant GingeryGrant Gingery San Francisco Bay Area
Stone & Youngberg Years 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

Lindsey ProchaskaLindsey Prochaska San Francisco Bay Area
Stone & Youngberg Years 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

Eric SouzaEric Souza San Francisco Bay Area
Stone & Youngberg Years 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

LeAnn TreftLeAnn Treft San Francisco Bay Area
Stone & Youngberg Years 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)

Stacy KittiStacy Kitti San Francisco Bay Area
Stone & Youngberg Years 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

Tom LockardTom Lockard San Francisco Bay Area
Stone & Youngberg Years 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

Ramiro AlbarranRamiro Albarran Dallas, Texas
Stone & Youngberg Years 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

Cheryl JergeCheryl Jerge Greater Atlanta Area
Stone & Youngberg Years 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

Rexanne GonzalezRexanne Gonzalez San Francisco Bay Area
Stone & Youngberg Years 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

Richard NoldRichard Nold Chicago, Illinois
Stone & Youngberg Years 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

Jonathan RuthJonathan Ruth Baltimore, Maryland Area
Stone & Youngberg Years 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

Bill PaineBill Paine San Francisco Bay Area
Stone & Youngberg Years 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

Joshua OrmistonJoshua Ormiston Phoenix, Arizona Area
Stone & Youngberg Years 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

Richard GerwitzRichard Gerwitz Greater Los Angeles Area
Stone & Youngberg Years 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

Jay MurphyJay Murphy Greater New York City Area
Stone & Youngberg Years 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

Amanda SerradellAmanda Serradell United States
Stone & Youngberg Years 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

Dustin ClaussenDustin Claussen San Francisco Bay Area
Stone & Youngberg Years 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

Robyn JenningsRobyn Jennings Granite Bay, California
Stone & Youngberg Years 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

Azizza JonesAzizza Jones San Francisco Bay Area
Stone & Youngberg Years 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

Patric DuffyPatric Duffy San Francisco Bay Area
Stone & Youngberg Years 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)

Bill HuckBill Huck Greater San Diego Area
Stone & Youngberg Years 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

Craig SummersCraig Summers San Francisco Bay Area
Stone & Youngberg Years 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

Scott VerchScott Verch Greater New York City Area
Stone & Youngberg Years 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

Sheva HuSheva Hu Belmont, California
Stone & Youngberg Years 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

David ScoralleDavid Scoralle Greater Los Angeles Area
Stone & Youngberg Years 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

Michael OuchidaMichael Ouchida San Francisco Bay Area
Stone & Youngberg Years 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

Brandon YeeBrandon Yee San Francisco Bay Area
Stone & Youngberg Years 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

Evan WalkerEvan Walker San Francisco, California
Stone & Youngberg Years 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

Richard EstabrookRichard Estabrook Greater Chicago Area
Stone & Youngberg Years 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

Matthew GennetMatthew Gennet San Francisco Bay Area
Stone & Youngberg Years 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

Jason AielloJason Aiello Montvale, New Jersey
Stone & Youngberg Years 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