Robert Valdez

Robert Valdez Email and Phone Number

Managing Director at Inverness Advisors @ Inverness Advisors
Robert Valdez's Location
San Francisco, California, United States, United States
Robert Valdez's Contact Details
About Robert Valdez

• Experienced executive with proven ability to manage complex strategic, financial, and operational functions in rapidly growing organizations. • Pragmatic leader with a broad range of hands-on operational experience.• Successful record of completing complex corporate finance and mergers & acquisitions transactions. • Demonstrated leadership of high performance sales, client management, and financial operations teams.

Robert Valdez's Current Company Details
Inverness Advisors

Inverness Advisors

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Managing Director at Inverness Advisors
Robert Valdez Work Experience Details
  • Inverness Advisors
    Managing Director
    Inverness Advisors 2013 - Present
    San Francisco, Ca, Us
    Inverness Advisors provides capital raising and mergers & acquisitions advisory services to clients in the technology, media and healthcare industries. Our investment bankers have deep domain expertise and decades of experience working with growth companies and a clear understanding of the issues and challenges that they face. Inverness Advisors is committed to providing the highest level of services through a dedicated hands on approach to investment banking. This unique combination of experience and dedication has allowed us to provide informed, insightful and effective advice to help hundreds of clients achieve their desired financial and strategic objectives regardless of the prevailing market environment.
  • Xpert Financial
    Head Of Capital Markets, Chief Financial Officer
    Xpert Financial 2011 - 2013
    Xpert Financial was a platform built to support private offerings and secondary trading of private company securities.
  • Seven Hills Partners
    Partner
    Seven Hills Partners 2003 - 2010
    Established related technology investment banking effort providing financial advisory services to public and private companies.
  • Yipes Communications
    Chief Financial Officer
    Yipes Communications 2000 - 2002
    Directed financial operations, strategic planning, business development, investor relations, and human resources.
  • Sg Cowen Securities
    Head Of Mergers And Acquisitions
    Sg Cowen Securities 1998 - 2000
  • Cowen & Company
    Head Of Mergers & Acquisitions
    Cowen & Company 1994 - 1998
    New York, Ny, Us
  • Kidder, Peabody
    Co-Head Technology Group
    Kidder, Peabody 1989 - 1992
  • Lehman Brothers
    Senior Vice President, Mergers & Acquisitions
    Lehman Brothers 1982 - 1989
    Us

Robert Valdez Skills

Mergers And Acquisitions Corporate Finance Investment Banking Venture Capital Strategy Private Equity Corporate Development Capital Markets Financial Modeling Business Development Securities Start Ups Finance Valuation Equities Business Strategy Mergers Strategic Partnerships Strategic Planning Investor Relations Management Leadership Financial Institutions Competitive Analysis M&a Experience Proprietary Trading International Finance

Robert Valdez Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Mba
  • Stanford University
    Stanford University
    Economics

Frequently Asked Questions about Robert Valdez

What company does Robert Valdez work for?

Robert Valdez works for Inverness Advisors

What is Robert Valdez's role at the current company?

Robert Valdez's current role is Managing Director at Inverness Advisors.

What is Robert Valdez's email address?

Robert Valdez's email address is ro****@****msn.com

What schools did Robert Valdez attend?

Robert Valdez attended Stanford University Graduate School Of Business, Stanford University.

What skills is Robert Valdez known for?

Robert Valdez has skills like Mergers And Acquisitions, Corporate Finance, Investment Banking, Venture Capital, Strategy, Private Equity, Corporate Development, Capital Markets, Financial Modeling, Business Development, Securities, Start Ups.

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