Dane is an Associate at Robertson Stephens. He works with Danny Rozansky, Jeanette Garretty, Michael Zaninovich and Raymond Lang, helping them to ensure high net worth and ultra high net worth clients have the best experience possible. This includes helping to onboard new clients and set up new accounts as well as maintain client accounts across platforms.
Before joining Robertson Stephens, Dane was an Operations Associate at IEQ Capital, a wealth management firm based out of Foster City, CA, providing daily assistance to the client teams and handling data management. His responsibilities included data management and cleaning primarily across Salesforce, Addepar and Wealthscape, processing incoming transfers and transactions, submitting subscription documents and maintaining fund relationships for investors.
Dane earned a BA in Applied Mathematics and a Minor in Creative Writing from University of California, Berkeley. He grew up in the greater Los Angeles area and currently lives in San Francisco. In his free time, Dane loves to play/watch basketball and soccer, go golfing, and read. He is also working through his goal to visit all the National Parks.