About
Investment professional responsible for evaluating opportunities and transaction due diligence, with prior investment banking analyst experience at DC Advisory in San Francisco, holding a BS from UC Berkeley's Haas School of Business.
Experience
- Gallant CapitalPrivate Equity Associatecurrent2024 — presentLos Angeles, California, United States
- DC AdvisoryInvestment Banking Analyst2021 — 2024San Francisco, California, United States
- DC AdvisoryInvestment Banking Summer Analyst2020San Francisco Bay Area
- True Blue PartnersInvestment Banking Summer Analyst2019San Francisco Bay Area
- Brightvision PartnersInvestment Analyst2018 — 2019San Francisco Bay Area
- UBSWealth Management Intern2018San Francisco Bay Area
- Way.com, Inc.Intern201647627 Lakeview Blvd Fremont, CA 94538
Skills & more
Microsoft OfficeMicrosoft PowerPointMicrosoft ExcelSalesforce.comCapital IQLeadershipTeamworkPublic SpeakingInvestment BankingPitchbook
- SIE - Securities Industry Essentials Exam — FINRA
- Series 79 - Investment Banking Representative — FINRA
- Series 63 - Uniform Securities Agent State Law Exam — FINRA
From Ian's professional profile.
Colleagues at Gallant Capital
Anthony Guagliano
Partner at Gallant Capital
Becky Porter
Office Manager / Administrative Assistant at Gallant Capital
Billie Jo Nutter
Operating Advisor at Gallant Capital
Brad Nii
Managing Director, Head of Capital Markets at Gallant Capital
Cameron Ro
Associate, Business Development at Gallant Capital
Chris
Investment Professional at Gallant Capital
Christopher Suen
Managing Director at Gallant Capital
Dan Johnson
Principal at Gallant Capital
Frequently asked questions
- Who is Ian Robertsson?
- Investment professional responsible for evaluating opportunities and transaction due diligence, with prior investment banking analyst experience at DC Advisory in San Francisco, holding a BS from UC Berkeley's Haas School of Business.
- Where does Ian Robertsson work?
- Ian Robertsson is Associate at Gallant Capital.
- Where did Ian Robertsson go to school?
- Ian Robertsson studied at University of California, Berkeley, Haas School of Business (Bachelor of Science - BS, Business Administration); Cupertino High School (High School Diploma).
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Same school
Also attended University of California, Berkeley, Haas School of Business817
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Also attended Cupertino High School14
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Shared employers
Also worked at DC Advisory47
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