William Blair and Company
Industry: Financial services company
DescriptionWilliam Blair & Company is American multinational independent investment bank and financial services company focusing on investment banking, investment management, and private wealth management. Assets under management: 93.4 billion USD (December 2017) Headquarters: Chicago, Illinois, United States Founder: William M. Blair Founded: 8 January 1935 Executives: John R. Ettelson (CEO, President), Subsidiaries: William Blair International Limited,
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William Blair and Company Employees
Employee
Years
Job
Industry
Don Storm, CFA Don Storm, CFA's William Blair and Company Experience July 2011 - May 2013
Job Vice President at Protective Securities
Industry Financial Services
Experience
Protective Life July 2015 - Present
BNY Mellon Capital Markets LLC May 2013 - April 2015
William Blair and Company July 2011 - May 2013
FTN Financial July 2004 - April 2010
Bank One July 1993 - June 2004
Skills
Fixed Income, Capital Markets, Equities, Portfolio Management, Series 7, Asset Management, Hedge Funds, Trading, Securities, Bloomberg, Series 63
Education
Harvard University, John F. Kennedy School of Government 1991 — 1993
MPP, Political Economy
Princeton University 1976 — 1980
Bachelor of Arts (BA), Political Science and Government
Protective Life July 2015 - Present
BNY Mellon Capital Markets LLC May 2013 - April 2015
William Blair and Company July 2011 - May 2013
FTN Financial July 2004 - April 2010
Bank One July 1993 - June 2004
Skills
Fixed Income, Capital Markets, Equities, Portfolio Management, Series 7, Asset Management, Hedge Funds, Trading, Securities, Bloomberg, Series 63
Education
Harvard University, John F. Kennedy School of Government 1991 — 1993
MPP, Political Economy
Princeton University 1976 — 1980
Bachelor of Arts (BA), Political Science and Government
Eric Brewer Eric Brewer's William Blair and Company Experience January 2008 - December 2008
Job Benefits Consultant at Corporate Synergies
Industry Insurance
Experience
Corporate Synergies November 2013 - Present
Aon Hewitt April 2011 - November 2013
Connextions May 2009 - April 2011
William Blair and Company January 2008 - December 2008
Skills
Analysis, Account Management, Training, Performance Management, Microsoft Excel, Employee Benefits, Management, Financial Modeling, CRM, Leadership, Vendor Management, Mergers & Acquisitions, Business Intelligence, Process Improvement, Data Analysis, Forecasting, Sales, Valuation
Education
Brown University 2004 — 2008
B.A., Economics
Corporate Synergies November 2013 - Present
Aon Hewitt April 2011 - November 2013
Connextions May 2009 - April 2011
William Blair and Company January 2008 - December 2008
Skills
Analysis, Account Management, Training, Performance Management, Microsoft Excel, Employee Benefits, Management, Financial Modeling, CRM, Leadership, Vendor Management, Mergers & Acquisitions, Business Intelligence, Process Improvement, Data Analysis, Forecasting, Sales, Valuation
Education
Brown University 2004 — 2008
B.A., Economics
Joseph Nedoss Joseph Nedoss's William Blair and Company Experience December 2004 - Present
Job Equity Trader at William Blair and Company
Industry Financial Services
Experience
William Blair and Company December 2004 - Present
Skills
Equities, Equity Trading, Series 7, Bloomberg, Series 63, Trading Systems, Securities, Options, Trading, Bloomberg Terminal, Electronic Trading
Education
Curry College
William Blair and Company December 2004 - Present
Skills
Equities, Equity Trading, Series 7, Bloomberg, Series 63, Trading Systems, Securities, Options, Trading, Bloomberg Terminal, Electronic Trading
Education
Curry College
Jeff Houston, CFA's William Blair and Company Experience 2004 - 2011
Job Managing Director, Senior Research Analyst at Northland Securities
Industry Investment Management
Experience
Northland Securities 2015 - Present
Barrington Research Associates, Inc. 2011 - 2015
William Blair and Company 2004 - 2011
Houlihan Valuation Advisors 2001 - 2004
Software, Non-Profit, Military, and Higher-Education Sectors 1997 - 2001
Education
CFA Institute 2003 — 2006
CFA, accounting, corporate finance, financial analysis, quantitative methods, economics, money management
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
M.B.A., Finance
Indiana University Bloomington 1994 — 1999
B.A., Computer Science and Philosophy
Northland Securities 2015 - Present
Barrington Research Associates, Inc. 2011 - 2015
William Blair and Company 2004 - 2011
Houlihan Valuation Advisors 2001 - 2004
Software, Non-Profit, Military, and Higher-Education Sectors 1997 - 2001
Education
CFA Institute 2003 — 2006
CFA, accounting, corporate finance, financial analysis, quantitative methods, economics, money management
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
M.B.A., Finance
Indiana University Bloomington 1994 — 1999
B.A., Computer Science and Philosophy
Tom Brennan, CFA Tom Brennan, CFA's William Blair and Company Experience September 2010 - Present
Job Fixed Income Product Specialist at William Blair Investment Management
Industry Financial Services
Experience
William Blair and Company September 2010 - Present
Ennis Knupp & Associates October 2005 - September 2010
Morgan Stanley Smith Barney 2005 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Investment Management, Risk Management, Due Diligence, Mutual Funds, Asset Managment, Asset Allocation, Investment Advisory, Derivatives, Investment Strategies, Series 7, Bloomberg, Financial Analysis, Asset Management, Morningstar, Emerging Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Managerial & Organizational Behavior, Graduated with Honors Distinction
Bradley University 2001 — 2005
Bachelor of Science, Economics
William Blair and Company September 2010 - Present
Ennis Knupp & Associates October 2005 - September 2010
Morgan Stanley Smith Barney 2005 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Investment Management, Risk Management, Due Diligence, Mutual Funds, Asset Managment, Asset Allocation, Investment Advisory, Derivatives, Investment Strategies, Series 7, Bloomberg, Financial Analysis, Asset Management, Morningstar, Emerging Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Managerial & Organizational Behavior, Graduated with Honors Distinction
Bradley University 2001 — 2005
Bachelor of Science, Economics
Jordan Calabrese's William Blair and Company Experience 2011 - 2012
Job Senior Associate at Livingston Securities
Industry Financial Services
Experience
Livingston Securities 2013 - Present
William Blair and Company 2011 - 2012
Sterne Agee 2009 - 2011
IBM 2004 - 2008
Skills
Capital Markets, Equity Research, Financial Analysis, Investments, Green Infrastructure, Emerging Technologies, Roadshows, Conference Coordination, Equities, Financial Modeling, Analysis, Valuation, Trading
Education
Boston College - Carroll School of Management 2000 — 2004
Bachelor of Science (BS), Finance
The Hotchkiss School 1996 — 2000
Livingston Securities 2013 - Present
William Blair and Company 2011 - 2012
Sterne Agee 2009 - 2011
IBM 2004 - 2008
Skills
Capital Markets, Equity Research, Financial Analysis, Investments, Green Infrastructure, Emerging Technologies, Roadshows, Conference Coordination, Equities, Financial Modeling, Analysis, Valuation, Trading
Education
Boston College - Carroll School of Management 2000 — 2004
Bachelor of Science (BS), Finance
The Hotchkiss School 1996 — 2000
Frank Vigilante's William Blair and Company Experience July 2006 - August 2006
Job Co Founder at ProReg
Industry Banking
Experience
ProReg December 2014 - Present
Wintrust Financial June 2011 - June 2014
First Chicago Bank & Trust September 2008 - June 2011
William Blair and Company July 2006 - August 2006
Skills
Credit, Loans, Financial Analysis, Banking, Credit Analysis, Financial Modeling, Portfolio Management, Valuation, Commercial Banking, Commercial Lending, Finance, Credit Risk, Series 7, Underwriting, Asset Management, Capital Markets, Microsoft Excel, Investments, Mergers & Acquisitions, Fixed Income, Equities, Due Diligence, Bloomberg, Risk Management, Arduino, Electrical Engineering, C++, HTML, CSS, Data Analysis, Eagle PCB, Amazon Web Services...
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Economics, Accounting, Finance, Econometrics and Statistics
Boston College 2004 — 2008
BA, Economics
Joseph Sears
New Trier
ProReg December 2014 - Present
Wintrust Financial June 2011 - June 2014
First Chicago Bank & Trust September 2008 - June 2011
William Blair and Company July 2006 - August 2006
Skills
Credit, Loans, Financial Analysis, Banking, Credit Analysis, Financial Modeling, Portfolio Management, Valuation, Commercial Banking, Commercial Lending, Finance, Credit Risk, Series 7, Underwriting, Asset Management, Capital Markets, Microsoft Excel, Investments, Mergers & Acquisitions, Fixed Income, Equities, Due Diligence, Bloomberg, Risk Management, Arduino, Electrical Engineering, C++, HTML, CSS, Data Analysis, Eagle PCB, Amazon Web Services...
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Economics, Accounting, Finance, Econometrics and Statistics
Boston College 2004 — 2008
BA, Economics
Joseph Sears
New Trier
April Powell April Powell's William Blair and Company Experience July 2011 - Present
Job at William Blair & Company
Industry Financial Services
Experience
William Blair and Company July 2011 - Present
Singer Partners, LLC March 2009 - July 2011
Personal Assistant 2008 - 2009
UBS Global Asset Management June 2000 - March 2008
Skills
Asset Managment, Investments, Portfolio Management, Asset Management, Equities, Management
Education
DePaul University
William Blair and Company July 2011 - Present
Singer Partners, LLC March 2009 - July 2011
Personal Assistant 2008 - 2009
UBS Global Asset Management June 2000 - March 2008
Skills
Asset Managment, Investments, Portfolio Management, Asset Management, Equities, Management
Education
DePaul University
George Thampy George Thampy's William Blair and Company Experience 2010 - 2012
Job Student at Stanford University Graduate School of Business
Industry Biotechnology
Experience
Scripps National Spelling Bee 2006 - Present
Eli Lilly and Company August 2014 - August 2015
St. Anthony's Medical Center January 2014 - August 2014
Concentric Equity Partners 2012 - 2014
William Blair and Company 2010 - 2012
Harvard/MIT Cooperative Society July 2008 - June 2010
Harvard University August 2008 - May 2010
Harvard Square Homeless Shelter December 2006 - April 2010
Google June 2009 - August 2009
Skills
Mergers & Acquisitions, Financial Analysis, Strategy, Investments, Equities, Private Equity, Mergers, Leadership, Analysis, Russian, Finance, Financial Modeling, Spelling, Google Adwords, Asset Management, Market Research, Corporate Governance, Business Acquisition, Restructuring, Venture Capital, Economics, Organic Chemistry, Video Conferencing, Portfolio Management, Corporate Development, Entrepreneurship, Private Equity/Venture..., Valuation, Emerging Markets, LBO, Risotto, Semaphore, Tagalog, Hip-Hop Dance, Investment Banking, Start-ups, Property & Casualty..., Beekeeping, Chess
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Harvard University 2006 — 2010
A.B., Chemistry, Health Policy, Russian Studies
Westminster Christian Academy 2001 — 2005
Scholars Diploma, Valedictorian
Missouri Scholars Academy 2003 — 2003
Scripps National Spelling Bee 2006 - Present
Eli Lilly and Company August 2014 - August 2015
St. Anthony's Medical Center January 2014 - August 2014
Concentric Equity Partners 2012 - 2014
William Blair and Company 2010 - 2012
Harvard/MIT Cooperative Society July 2008 - June 2010
Harvard University August 2008 - May 2010
Harvard Square Homeless Shelter December 2006 - April 2010
Google June 2009 - August 2009
Skills
Mergers & Acquisitions, Financial Analysis, Strategy, Investments, Equities, Private Equity, Mergers, Leadership, Analysis, Russian, Finance, Financial Modeling, Spelling, Google Adwords, Asset Management, Market Research, Corporate Governance, Business Acquisition, Restructuring, Venture Capital, Economics, Organic Chemistry, Video Conferencing, Portfolio Management, Corporate Development, Entrepreneurship, Private Equity/Venture..., Valuation, Emerging Markets, LBO, Risotto, Semaphore, Tagalog, Hip-Hop Dance, Investment Banking, Start-ups, Property & Casualty..., Beekeeping, Chess
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Harvard University 2006 — 2010
A.B., Chemistry, Health Policy, Russian Studies
Westminster Christian Academy 2001 — 2005
Scholars Diploma, Valedictorian
Missouri Scholars Academy 2003 — 2003
Richard Sherman Richard Sherman's William Blair and Company Experience June 2001 - October 2003
Job Vice President of Strategic Accounts
Industry Telecommunications
Experience
Eluviis June 2014 - Present
T-Mobile September 2011 - July 2014
T-Mobile December 2009 - September 2011
Verizon Wireless October 2005 - August 2009
William Blair and Company June 2001 - October 2003
International Institute for Sustainable Development (IISD)- Geneva, Switzerland December 1999 - March 2000
Skills
Wireless, Sales, Strategic Sales, Fortune 500, Complex Sales, Account Management, Salesforce.com, Strategic Partnerships, Direct Sales, Sales Management, Solution Selling, Telecommunications, Business Strategy, International Sales, Leadership, Sales Process, Team Building, Sales Operations, Product Management, Cold Calling, Mobile Technology, Sales Presentations, Cloud Computing, Project Planning, Management, Business Development, B2B, Strategy, Customer Retention, Contract Negotiation, Selling, Enterprise Software
Education
Dartmouth College 1997 — 2001
BA, Economics, Environmetal Studies, Anthropology
Eluviis June 2014 - Present
T-Mobile September 2011 - July 2014
T-Mobile December 2009 - September 2011
Verizon Wireless October 2005 - August 2009
William Blair and Company June 2001 - October 2003
International Institute for Sustainable Development (IISD)- Geneva, Switzerland December 1999 - March 2000
Skills
Wireless, Sales, Strategic Sales, Fortune 500, Complex Sales, Account Management, Salesforce.com, Strategic Partnerships, Direct Sales, Sales Management, Solution Selling, Telecommunications, Business Strategy, International Sales, Leadership, Sales Process, Team Building, Sales Operations, Product Management, Cold Calling, Mobile Technology, Sales Presentations, Cloud Computing, Project Planning, Management, Business Development, B2B, Strategy, Customer Retention, Contract Negotiation, Selling, Enterprise Software
Education
Dartmouth College 1997 — 2001
BA, Economics, Environmetal Studies, Anthropology
Mark Pollak Mark Pollak's William Blair and Company Experience June 2012 - July 2014
Job Associate at Ridgemont Equity Partners
Industry Venture Capital & Private Equity
Experience
Ridgemont Equity Partners August 2014 - Present
William Blair and Company June 2012 - July 2014
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Private Equity, Investment Banking, Equities, Due Diligence, Mergers & Acquisitions, LBO, Research
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Ca' Foscari University of Venice 2010 — 2010
Ridgemont Equity Partners August 2014 - Present
William Blair and Company June 2012 - July 2014
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Private Equity, Investment Banking, Equities, Due Diligence, Mergers & Acquisitions, LBO, Research
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Ca' Foscari University of Venice 2010 — 2010
Drew Janes Drew Janes's William Blair and Company Experience June 2009 - June 2011
Job Associate at William Blair & Company
Industry Hospital & Health Care
Experience
William Blair & Company March 2014 - Present
Baxter Healthcare February 2013 - February 2014
Baxter Healthcare August 2012 - January 2013
Baxter Healthcare June 2011 - August 2012
William Blair and Company June 2009 - June 2011
William Blair and Company June 2008 - August 2008
Baxter Healthcare June 2007 - August 2007
Skills
Sales Operations, Business Development, Corporate Finance, Strategy, Competitive Analysis, Market Research, Leadership, Strategic Planning, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (MBA), Management & Strategy, Finance, Marketing
Brown University 2005 — 2009
Commerce, Organizations and Entrepreneurship - Business Economics
University of Oxford 2008 — 2008
Economics
William Blair & Company March 2014 - Present
Baxter Healthcare February 2013 - February 2014
Baxter Healthcare August 2012 - January 2013
Baxter Healthcare June 2011 - August 2012
William Blair and Company June 2009 - June 2011
William Blair and Company June 2008 - August 2008
Baxter Healthcare June 2007 - August 2007
Skills
Sales Operations, Business Development, Corporate Finance, Strategy, Competitive Analysis, Market Research, Leadership, Strategic Planning, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (MBA), Management & Strategy, Finance, Marketing
Brown University 2005 — 2009
Commerce, Organizations and Entrepreneurship - Business Economics
University of Oxford 2008 — 2008
Economics
Doug Kryscio Doug Kryscio's William Blair and Company Experience January 2011 - Present
Job Senior Client Relationship Manager (IM) at William Blair and Company
Industry Investment Management
Experience
William Blair and Company January 2011 - Present
Mercer Investment Consulting April 1999 - January 2011
First National Bank of Chicago 1992 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
University of Kentucky 1988 — 1992
BBA, Finance
William Blair and Company January 2011 - Present
Mercer Investment Consulting April 1999 - January 2011
First National Bank of Chicago 1992 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
University of Kentucky 1988 — 1992
BBA, Finance
Robert Rein's William Blair and Company Experience June 2011 - August 2011
Job Senior Consultant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman September 2012 - Present
William Blair and Company June 2011 - August 2011
Civic Consulting Alliance January 2011 - March 2011
Skills
Strategy, Stata, Management Consulting, Leadership, Microsoft Excel, Financial Modeling, Organizational..., Research, Business Strategy, Microsoft SQL Server, Strategic Partnerships, PowerPoint, Data Analysis, Data Analytics, Public-Private..., Microsoft PowerPoint, Valuation, Joint Ventures, Growth Strategies, Healthcare
Education
Dartmouth College 2008 — 2012
B.A., Government
New Trier Township High School 2004 — 2008
Oliver Wyman September 2012 - Present
William Blair and Company June 2011 - August 2011
Civic Consulting Alliance January 2011 - March 2011
Skills
Strategy, Stata, Management Consulting, Leadership, Microsoft Excel, Financial Modeling, Organizational..., Research, Business Strategy, Microsoft SQL Server, Strategic Partnerships, PowerPoint, Data Analysis, Data Analytics, Public-Private..., Microsoft PowerPoint, Valuation, Joint Ventures, Growth Strategies, Healthcare
Education
Dartmouth College 2008 — 2012
B.A., Government
New Trier Township High School 2004 — 2008
John Wilfong John Wilfong's William Blair and Company Experience 1996 - 1999
Job Financial, Corporate & Crisis Communications Professional
Industry Public Relations and Communications
Experience
JRW Consulting 2009 - Present
Focus LLC 2005 - 2009
Tribune Company 2000 - 2003
William Blair and Company 1996 - 1999
Prudential Securities 1993 - 1996
US Senator Chris Dodd 1991 - 1993
US Congressman Joe Brennan 1989 - 1991
Skills
Investor Relations, Corporate Communications, Strategic Communications, Message Development, CEO Communications, Reputation Management, Thought Leadership, Public Relations, Public Affairs, Government, Crisis Management, Social Media Outreach, Business Development, Marketing Communications, Salesforce.com, Marketo
Education
The George Washington University
MBA
Colby College
BA
JRW Consulting 2009 - Present
Focus LLC 2005 - 2009
Tribune Company 2000 - 2003
William Blair and Company 1996 - 1999
Prudential Securities 1993 - 1996
US Senator Chris Dodd 1991 - 1993
US Congressman Joe Brennan 1989 - 1991
Skills
Investor Relations, Corporate Communications, Strategic Communications, Message Development, CEO Communications, Reputation Management, Thought Leadership, Public Relations, Public Affairs, Government, Crisis Management, Social Media Outreach, Business Development, Marketing Communications, Salesforce.com, Marketo
Education
The George Washington University
MBA
Colby College
BA
Ryan Dimas Ryan Dimas's William Blair and Company Experience
Job Director of ResearchWilliam Blair Select at William Blair and Company
Industry Investment Management
Experience
William Blair and Company
Skills
CFA, CAIA, Chartered Financial..., Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Equity Research, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Series 7
Education
Arizona State University
BS, Finance
William Blair and Company
Skills
CFA, CAIA, Chartered Financial..., Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities, Equity Research, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Series 7
Education
Arizona State University
BS, Finance
Robert Przyborski Robert Przyborski's William Blair and Company Experience September 2011 - Present
Job Helpdesk Liason at William Blair and Company
Industry Information Technology and Services
Experience
William Blair and Company September 2011 - Present
LECG November 2006 - July 2011
SMaRT Technology Services, Inc. September 2002 - November 2006
RR Donnelley July 1996 - July 2002
Skills
MCSA, CompTIA, A+, Help Desk Support, Security+, Active Directory, Virtualization, VMware, SharePoint, Windows Server, XP, VPN, Troubleshooting, Process Improvement, Dell Computers, Windows 7, System Deployment, Networking
Education
DePaul University 1985 — 1988
Accounting, Accounting
Purdue University Calumet 1984 — 1985
William Blair and Company September 2011 - Present
LECG November 2006 - July 2011
SMaRT Technology Services, Inc. September 2002 - November 2006
RR Donnelley July 1996 - July 2002
Skills
MCSA, CompTIA, A+, Help Desk Support, Security+, Active Directory, Virtualization, VMware, SharePoint, Windows Server, XP, VPN, Troubleshooting, Process Improvement, Dell Computers, Windows 7, System Deployment, Networking
Education
DePaul University 1985 — 1988
Accounting, Accounting
Purdue University Calumet 1984 — 1985
Kay Wenzel Kay Wenzel's William Blair and Company Experience 1990 - 1995
Job Financial Advisor at Ziegler Wealth Management.
Industry Financial Services
Experience
Ziegler May 2013 - Present
Ameriprise Financial Services, Inc. August 2004 - September 2014
VALIC Financial Services August 2002 - August 2004
Kathryn Wenzel-Self Employed July 1996 - July 2002
William Blair and Company 1990 - 1995
Skills
Retirement Planning, Financial Planning, Equities, Asset Management, Insurance, Estate Planning, 401k, Retirement Income..., Asset Managment
Education
University of Arkansas at Fayetteville 1979 — 1982
English/Communications
Elgin Community College 1978 — 1979
English
Elgin High School 1975 — 1978
General, English
Ziegler May 2013 - Present
Ameriprise Financial Services, Inc. August 2004 - September 2014
VALIC Financial Services August 2002 - August 2004
Kathryn Wenzel-Self Employed July 1996 - July 2002
William Blair and Company 1990 - 1995
Skills
Retirement Planning, Financial Planning, Equities, Asset Management, Insurance, Estate Planning, 401k, Retirement Income..., Asset Managment
Education
University of Arkansas at Fayetteville 1979 — 1982
English/Communications
Elgin Community College 1978 — 1979
English
Elgin High School 1975 — 1978
General, English
Roman Bruegger's William Blair and Company Experience August 1998 - December 1998
Job Admissions & School Services Manager at GermanAmerican International School
Industry Education Management
Experience
German American International School August 2014 - Present
German American International School August 2012 - July 2014
Bike and Roll August 2011 - June 2012
Raiffeisenbank Grauholz, Switzerland December 2004 - December 2010
Allianz Suisse July 2004 - October 2004
Historisches Museum Bern July 2003 - October 2003
Armand von Ernst & Cie AG, Switzerland March 1996 - July 2002
William Blair and Company August 1998 - December 1998
Brown Brothers Harriman August 1998 - December 1998
Credit Suisse October 1995 - February 1996
Skills
Wordpress, Balanced Scorecard, Business English, English, German, Swiss German, French, Spanish, Microsoft Office, Constant Contact, HTML 5, Wine, Strategic Business, Team Leadership, Financial Analysis, Strategic Communications, Customer Service, Human Resources, Member Of A Team, Management, Newsletters, Website Development, Magazine Design, Magazine Articles, Member Relations, Board of Director..., Change Management, Unternehmensführung, Veränderungsmanagement
Education
Golden Gate University 2014 — 2016
Master of Business Administration (MBA), MBA
Golden Gate University, Edward S. Ageno School of Business 2014 — 2016
Master of Business Administration (MBA)
UC Berkeley 2013 — 2013
Certificate, Integrated Marketing Communications IMC, (A+)
Sonoma State University 2012 — 2012
Intermediate Degree, Wine Business Management
Sonoma State University 2011 — 2011
Fundamental Degree, Wine Business Management
University of Applied Sciences, Berne, Switzerland 2009 — 2010
CAS 'Leadership', Human Resource Management, Leadership
University of Cambridge 1996 — 2008
Certificate of Proficiency CPE (English), Advanced Certificate CAE (English), First Certificate FCE, Englische Sprache und Literatur, allgemein
University of Applied Sciences, Berne, Switzerland 2002 — 2005
Bachelor of Business Administration, Public Managment, International Management
Diverse Language Schools 2002 — 2003
Diplôme d’études en langue française DELF, French
Feusi Private College, Bern, Swizerland 2000 — 2001
Higher School Certificate, Languages, Economics, History
German American International School August 2014 - Present
German American International School August 2012 - July 2014
Bike and Roll August 2011 - June 2012
Raiffeisenbank Grauholz, Switzerland December 2004 - December 2010
Allianz Suisse July 2004 - October 2004
Historisches Museum Bern July 2003 - October 2003
Armand von Ernst & Cie AG, Switzerland March 1996 - July 2002
William Blair and Company August 1998 - December 1998
Brown Brothers Harriman August 1998 - December 1998
Credit Suisse October 1995 - February 1996
Skills
Wordpress, Balanced Scorecard, Business English, English, German, Swiss German, French, Spanish, Microsoft Office, Constant Contact, HTML 5, Wine, Strategic Business, Team Leadership, Financial Analysis, Strategic Communications, Customer Service, Human Resources, Member Of A Team, Management, Newsletters, Website Development, Magazine Design, Magazine Articles, Member Relations, Board of Director..., Change Management, Unternehmensführung, Veränderungsmanagement
Education
Golden Gate University 2014 — 2016
Master of Business Administration (MBA), MBA
Golden Gate University, Edward S. Ageno School of Business 2014 — 2016
Master of Business Administration (MBA)
UC Berkeley 2013 — 2013
Certificate, Integrated Marketing Communications IMC, (A+)
Sonoma State University 2012 — 2012
Intermediate Degree, Wine Business Management
Sonoma State University 2011 — 2011
Fundamental Degree, Wine Business Management
University of Applied Sciences, Berne, Switzerland 2009 — 2010
CAS 'Leadership', Human Resource Management, Leadership
University of Cambridge 1996 — 2008
Certificate of Proficiency CPE (English), Advanced Certificate CAE (English), First Certificate FCE, Englische Sprache und Literatur, allgemein
University of Applied Sciences, Berne, Switzerland 2002 — 2005
Bachelor of Business Administration, Public Managment, International Management
Diverse Language Schools 2002 — 2003
Diplôme d’études en langue française DELF, French
Feusi Private College, Bern, Swizerland 2000 — 2001
Higher School Certificate, Languages, Economics, History
Daniel Page Daniel Page's William Blair and Company Experience May 2003 - December 2008
Job Principal – Organizational Transformation (Communications & Change Management Consultant) at Infosys Consulting, Inc.
Industry Media Production
Experience
Infosys Consulting, Inc. December 2010 - Present
D. Page Media Inc. January 2009 - Present
Questar Inc. August 2009 - October 2009
William Blair and Company May 2003 - December 2008
H&S Media Inc. August 2000 - November 2001
Windy City Times December 1998 - August 2000
Screen Magazine July 1996 - December 1998
Fulltilt Films Inc. May 1994 - May 1996
Skills
Editing, Content Development, Advertising, Corporate Communications, Storytelling, Leadership, Internal Communications, Social Media, Multimedia, Integrated Marketing, Public Relations, Project Management, Entertainment, Publishing, Social Networking, Digital Marketing, Change Management, Management Consulting, Marketing, Strategy, Consulting, Analytics, Content Management, Time Management, Art, Photoshop, CRM, Publications, Journalism, Editorial, Organizational..., Business Strategy, Video, E-Learning, Magazines, Content Strategy, Strategic Communications, Directing, Digital Media
Education
DePaul University 2006 — 2008
M.S. in Digital Cinema, (Directing & Screenwriting)
DePaul University 2002 — 2003
M.A. in Writing, (Literary Journalism; Business & Professional Writing)
Southern Illinois University, Carbondale
B.A. in Film & Journalism, (double major)
Infosys Consulting, Inc. December 2010 - Present
D. Page Media Inc. January 2009 - Present
Questar Inc. August 2009 - October 2009
William Blair and Company May 2003 - December 2008
H&S Media Inc. August 2000 - November 2001
Windy City Times December 1998 - August 2000
Screen Magazine July 1996 - December 1998
Fulltilt Films Inc. May 1994 - May 1996
Skills
Editing, Content Development, Advertising, Corporate Communications, Storytelling, Leadership, Internal Communications, Social Media, Multimedia, Integrated Marketing, Public Relations, Project Management, Entertainment, Publishing, Social Networking, Digital Marketing, Change Management, Management Consulting, Marketing, Strategy, Consulting, Analytics, Content Management, Time Management, Art, Photoshop, CRM, Publications, Journalism, Editorial, Organizational..., Business Strategy, Video, E-Learning, Magazines, Content Strategy, Strategic Communications, Directing, Digital Media
Education
DePaul University 2006 — 2008
M.S. in Digital Cinema, (Directing & Screenwriting)
DePaul University 2002 — 2003
M.A. in Writing, (Literary Journalism; Business & Professional Writing)
Southern Illinois University, Carbondale
B.A. in Film & Journalism, (double major)
David Houghtaling David Houghtaling's William Blair and Company Experience October 2011 - March 2015
Job Marketing Professional
Industry Investment Management
Experience
William Blair and Company October 2011 - March 2015
Independent April 2010 - October 2011
PNC Capital Advisors, LLC March 2006 - March 2010
J.P. Morgan Asset Management November 2004 - March 2006
Northern Trust Global Investments August 2001 - November 2004
Jellyvision January 1996 - May 2001
Multiple Companies August 1991 - December 1995
Indiana University, Bloomington August 1991 - May 1994
WCBU Radio August 1985 - July 1991
Skills
Claritas® Investment...
Education
Indiana University Bloomington 1991 — 1994
Master of Fine Arts, Playwriting
Bradley University 1987 — 1990
Master of Arts, English Literature
Bradley University 1980 — 1984
B.S., Broadcast Journalism
William Blair and Company October 2011 - March 2015
Independent April 2010 - October 2011
PNC Capital Advisors, LLC March 2006 - March 2010
J.P. Morgan Asset Management November 2004 - March 2006
Northern Trust Global Investments August 2001 - November 2004
Jellyvision January 1996 - May 2001
Multiple Companies August 1991 - December 1995
Indiana University, Bloomington August 1991 - May 1994
WCBU Radio August 1985 - July 1991
Skills
Claritas® Investment...
Education
Indiana University Bloomington 1991 — 1994
Master of Fine Arts, Playwriting
Bradley University 1987 — 1990
Master of Arts, English Literature
Bradley University 1980 — 1984
B.S., Broadcast Journalism
Nayra Calderon Najera's William Blair and Company Experience September 2005 - November 2010
Job Vice President, Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Goldman Sachs November 2010 - March 2015
William Blair and Company September 2005 - November 2010
Credit Agricole - Alternative Investment Products Group (now Amundi Asset Management) March 2005 - September 2005
Archipelago Holdings, Inc (now NYSE Group, Inc.) September 2001 - March 2005
Skills
Investments, Equities, Capital Markets, Financial Services, Securities Regulation, Asset Managment, Investment Advisory, Securities, Hedge Funds, Series 24, Series 63, Due Diligence, Fixed Income, Mutual Funds, Derivatives, Risk Management, Wealth Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2011
Doctor of Law (JD)
IIT Stuart School of Business 2010 — 2013
Master of Business Administration (M.B.A.)
Roosevelt University 2002 — 2006
Bachelor of Arts (B.A.)
J.P. Morgan April 2015 - Present
Goldman Sachs November 2010 - March 2015
William Blair and Company September 2005 - November 2010
Credit Agricole - Alternative Investment Products Group (now Amundi Asset Management) March 2005 - September 2005
Archipelago Holdings, Inc (now NYSE Group, Inc.) September 2001 - March 2005
Skills
Investments, Equities, Capital Markets, Financial Services, Securities Regulation, Asset Managment, Investment Advisory, Securities, Hedge Funds, Series 24, Series 63, Due Diligence, Fixed Income, Mutual Funds, Derivatives, Risk Management, Wealth Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2011
Doctor of Law (JD)
IIT Stuart School of Business 2010 — 2013
Master of Business Administration (M.B.A.)
Roosevelt University 2002 — 2006
Bachelor of Arts (B.A.)
Cameron Morris Cameron Morris's William Blair and Company Experience July 2010 - Present
Job Vice President, Investment Banking at William Blair & Company
Industry Financial Services
Experience
William Blair and Company July 2010 - Present
Kimberly Clark May 2005 - September 2008
Education
Harvard Business School 2008 — 2010
MBA, Finance
North Carolina State University 2000 — 2005
Doctor of Philosophy (Ph.D.), Wood and Fiber Chemistry/ Forest Biotechnology
North Carolina State University 1996 — 2000
B.S., Chemical Engineering
William Blair and Company July 2010 - Present
Kimberly Clark May 2005 - September 2008
Education
Harvard Business School 2008 — 2010
MBA, Finance
North Carolina State University 2000 — 2005
Doctor of Philosophy (Ph.D.), Wood and Fiber Chemistry/ Forest Biotechnology
North Carolina State University 1996 — 2000
B.S., Chemical Engineering
Andrew Bender's William Blair and Company Experience June 2006 - June 2008
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2013 - Present
Harvard Business School August 2011 - May 2013
McKinsey & Company May 2012 - August 2012
Beam Global Spirits & Wine June 2009 - June 2011
William Blair and Company June 2006 - June 2008
Skills
Corporate Finance, Due Diligence, Financial Modeling, Corporate Development, Valuation, Private Equity, Investments
Education
Harvard Business School 2011 — 2013
Master of Business Administration (M.B.A.)
The Ohio State University 2002 — 2006
B.A., Finance
McKinsey & Company August 2013 - Present
Harvard Business School August 2011 - May 2013
McKinsey & Company May 2012 - August 2012
Beam Global Spirits & Wine June 2009 - June 2011
William Blair and Company June 2006 - June 2008
Skills
Corporate Finance, Due Diligence, Financial Modeling, Corporate Development, Valuation, Private Equity, Investments
Education
Harvard Business School 2011 — 2013
Master of Business Administration (M.B.A.)
The Ohio State University 2002 — 2006
B.A., Finance
Andrew D. Kominik, CFA Andrew D. Kominik, CFA's William Blair and Company Experience April 2007 - Present
Job Quantitative Equity Analyst
Industry Investment Management
Experience
William Blair and Company April 2007 - Present
William Blair and Company January 2005 - April 2007
William Blair and Company June 2003 - January 2005
Columbia Management March 1999 - August 2002
Silver Lake Regional High School August 1998 - February 1999
Skills
Matlab, R, VBA, SQL, Factset, Barra Aegis, Clarifi, Microsoft Office, Investment Management, Investments, Analysis, Financial Analysis, Equities, Financial Risk
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Econometrics & Statistics and Finance
Brandeis University 1995 — 1998
BA, History
Hunter College High School 1989 — 1995
William Blair and Company April 2007 - Present
William Blair and Company January 2005 - April 2007
William Blair and Company June 2003 - January 2005
Columbia Management March 1999 - August 2002
Silver Lake Regional High School August 1998 - February 1999
Skills
Matlab, R, VBA, SQL, Factset, Barra Aegis, Clarifi, Microsoft Office, Investment Management, Investments, Analysis, Financial Analysis, Equities, Financial Risk
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Econometrics & Statistics and Finance
Brandeis University 1995 — 1998
BA, History
Hunter College High School 1989 — 1995
Jim Hakewill, CFP® Jim Hakewill, CFP®'s William Blair and Company Experience June 2006 - August 2007
Job DCIO Specialist at Manning & Napier
Industry Financial Services
Experience
Manning & Napier April 2014 - Present
Manning & Napier January 2012 - April 2014
Manning & Napier June 2010 - December 2011
Howe & Rusling, Inc. October 2007 - June 2010
William Blair and Company June 2006 - August 2007
Johnstown Chiefs January 2006 - April 2006
Idaho Steelheads September 2005 - January 2006
Education
College for Financial Planning 2008 — 2009
CFP® Professional Education Program
St. Lawrence University 2001 — 2005
BA, Economics
Westminster 1999 — 2001
Manning & Napier April 2014 - Present
Manning & Napier January 2012 - April 2014
Manning & Napier June 2010 - December 2011
Howe & Rusling, Inc. October 2007 - June 2010
William Blair and Company June 2006 - August 2007
Johnstown Chiefs January 2006 - April 2006
Idaho Steelheads September 2005 - January 2006
Education
College for Financial Planning 2008 — 2009
CFP® Professional Education Program
St. Lawrence University 2001 — 2005
BA, Economics
Westminster 1999 — 2001
Maggie Valliant Maggie Valliant's William Blair and Company Experience August 2011 - March 2013
Job Business Development Leader Strategic Alliances at Visa Latin America
Industry Financial Services
Experience
Visa Latin America April 2013 - Present
William Blair and Company August 2011 - March 2013
Kellogg School of Management September 2009 - June 2011
Visa, Inc June 2010 - August 2010
PricewaterhouseCoopers, LLP June 2006 - August 2009
UCLA April 2004 - June 2006
Los Angeles Dodgers April 2005 - October 2005
Skills
Investment Banking, M&A due diligence, Valuation, International Project..., Business Systems..., Business Process..., System Selection, M&A experience, Acquisition Integration, Equity Offerings, Negotiation, Management Consulting, Due Diligence, Equities, Financial Modeling, Process Improvement, Finance, Corporate Development, Restructuring, Business Development, Cross-functional Team..., Strategic Partnerships, Investments, Market Research, Strategic Financial..., Strategy, Mergers & Acquisitions, Corporate Finance, Financial Services, Analysis, Leadership, Consulting, Competitive Analysis, Financial Analysis, Managerial Finance, Business Strategy, Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
ESADE Business & Law School 2011 — 2011
MBA
University of California, Los Angeles 2002 — 2006
BA
Visa Latin America April 2013 - Present
William Blair and Company August 2011 - March 2013
Kellogg School of Management September 2009 - June 2011
Visa, Inc June 2010 - August 2010
PricewaterhouseCoopers, LLP June 2006 - August 2009
UCLA April 2004 - June 2006
Los Angeles Dodgers April 2005 - October 2005
Skills
Investment Banking, M&A due diligence, Valuation, International Project..., Business Systems..., Business Process..., System Selection, M&A experience, Acquisition Integration, Equity Offerings, Negotiation, Management Consulting, Due Diligence, Equities, Financial Modeling, Process Improvement, Finance, Corporate Development, Restructuring, Business Development, Cross-functional Team..., Strategic Partnerships, Investments, Market Research, Strategic Financial..., Strategy, Mergers & Acquisitions, Corporate Finance, Financial Services, Analysis, Leadership, Consulting, Competitive Analysis, Financial Analysis, Managerial Finance, Business Strategy, Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
ESADE Business & Law School 2011 — 2011
MBA
University of California, Los Angeles 2002 — 2006
BA
Jim Spangler's William Blair and Company Experience July 2006 - March 2011
Job Senior Software Developer at Robert Half Technology
Industry Information Technology and Services
Experience
Robert Half Technology August 2011 - Present
Arbonne International April 2007 - Present
Protiviti April 2012 - April 2013
Olenick & Associates March 2011 - October 2011
William Blair and Company July 2006 - March 2011
ACS Healthcare Solutions July 2004 - July 2006
Skills
SSRS, SharePoint, Microsoft SQL Server, JavaScript, C#, ASP.NET MVC, Visual Studio, VB.NET, REST, .NET, SSIS, Database Design, Agile Methodologies, HTML, Entity Framework, XML, T-SQL, Java, MVC, Databases, WCF, JSON, SQL, LINQ, Visual Basic
Education
Ball State University 1987 — 1991
Bachelor's Degree, Music Education
Ball State University 1987 — 1991
Bachelor of Science (B.S.), Music Education
Robert Half Technology August 2011 - Present
Arbonne International April 2007 - Present
Protiviti April 2012 - April 2013
Olenick & Associates March 2011 - October 2011
William Blair and Company July 2006 - March 2011
ACS Healthcare Solutions July 2004 - July 2006
Skills
SSRS, SharePoint, Microsoft SQL Server, JavaScript, C#, ASP.NET MVC, Visual Studio, VB.NET, REST, .NET, SSIS, Database Design, Agile Methodologies, HTML, Entity Framework, XML, T-SQL, Java, MVC, Databases, WCF, JSON, SQL, LINQ, Visual Basic
Education
Ball State University 1987 — 1991
Bachelor's Degree, Music Education
Ball State University 1987 — 1991
Bachelor of Science (B.S.), Music Education
Scott Meadow's William Blair and Company Experience 1982 - 1992
Job Clinical Professor of Entrepreneurship,University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
The Edgewaterfunds Funds April 2005 - Present
The University of Chicago Booth School of Business, June 1999 - Present
Sprout Group 1995 - 2003
Frontenac Company 1992 - 1995
William Blair and Company 1982 - 1992
Booz Allen Hamilton 1980 - 1982
Skills
Venture Capital, Private Equity, Entrepreneurship, Investments, Educator, Valuation, Financial Modeling, Corporate Development, Strategy, Business Strategy, Mergers & Acquisitions, Start-ups, Due Diligence, Business, Emerging Markets, Business Development, Corporate Finance, Financial Analysis, Management Consulting, Strategic Planning, Leveraged Finance, Executive Management, Expert Witness, Finance, Business Valuation, Equities, Investment Banking, Portfolio Management, Hedge Funds, Alternative Investments, Competitive Analysis, Restructuring, M&A experience, Financial Structuring, Investment Management, Asset Management, Capital Markets, Strategic Consulting, LBO, Investor Relations, Fundraising, Growth Strategies, Professional Director, Professional Mentoring, Economics, Equity Research, Acquisition Integration, Structured Finance, Strategist for..., IPO
Education
Harvard Business School 1978 — 1980
MBA, Finance and Strategy
Harvard University 1973 — 1977
AB Magna Cum Laude, History and Literature
Hotchkiss 1970 — 1973
Graduate, Secondary school curriculum
The Edgewaterfunds Funds April 2005 - Present
The University of Chicago Booth School of Business, June 1999 - Present
Sprout Group 1995 - 2003
Frontenac Company 1992 - 1995
William Blair and Company 1982 - 1992
Booz Allen Hamilton 1980 - 1982
Skills
Venture Capital, Private Equity, Entrepreneurship, Investments, Educator, Valuation, Financial Modeling, Corporate Development, Strategy, Business Strategy, Mergers & Acquisitions, Start-ups, Due Diligence, Business, Emerging Markets, Business Development, Corporate Finance, Financial Analysis, Management Consulting, Strategic Planning, Leveraged Finance, Executive Management, Expert Witness, Finance, Business Valuation, Equities, Investment Banking, Portfolio Management, Hedge Funds, Alternative Investments, Competitive Analysis, Restructuring, M&A experience, Financial Structuring, Investment Management, Asset Management, Capital Markets, Strategic Consulting, LBO, Investor Relations, Fundraising, Growth Strategies, Professional Director, Professional Mentoring, Economics, Equity Research, Acquisition Integration, Structured Finance, Strategist for..., IPO
Education
Harvard Business School 1978 — 1980
MBA, Finance and Strategy
Harvard University 1973 — 1977
AB Magna Cum Laude, History and Literature
Hotchkiss 1970 — 1973
Graduate, Secondary school curriculum
Paul Huber Paul Huber's William Blair and Company Experience March 2010 - June 2012
Job Investment Professional at Clearlake Capital Group
Industry Venture Capital & Private Equity
Experience
Clearlake Capital Group September 2015 - Present
Thoma Bravo August 2012 - July 2015
William Blair and Company March 2010 - June 2012
Financial Technology Partners July 2009 - February 2010
Education
Brown University 2005 — 2009
BA, Applied Mathematics-Economics, Literary Arts
Gilman School 2001 — 2005
Clearlake Capital Group September 2015 - Present
Thoma Bravo August 2012 - July 2015
William Blair and Company March 2010 - June 2012
Financial Technology Partners July 2009 - February 2010
Education
Brown University 2005 — 2009
BA, Applied Mathematics-Economics, Literary Arts
Gilman School 2001 — 2005
Scott Massingale Scott Massingale's William Blair and Company Experience August 1999 - January 2001
Job Network Administrator / Desktop Support Engineer
Industry Information Technology and Services
Experience
Guggenheim Partners January 2012 - Present
Henderson Global Investors January 2001 - August 2011
William Blair and Company August 1999 - January 2001
Robert W. Baird 1998 - 1999
US Navy June 1987 - October 1995
Skills
Windows Server 2008, Windows Server 2003, Active Directory, Microsoft Exchange, Wireless Networking, Citrix, Windows XP Professional, Windows 7, Video Conferencing, Blackberry Enterprise..., Avaya PBX, Symantec Ghost, Symantec Endpoint..., Bloomberg Terminal, Microsoft Office, Technical Documentation, Good Technology, DHCP, TCP/IP, Spiceworks, MCDST, Windows Server, Troubleshooting, Security, Blackberry, Network Administration, Network Security, Cisco Technologies, Technical Support, Networking, Hardware, Avaya, Norton Ghost
Education
Chaminade University of Honolulu 1991 — 1994
Hyde Park Career Academy 1983 — 1987
Guggenheim Partners January 2012 - Present
Henderson Global Investors January 2001 - August 2011
William Blair and Company August 1999 - January 2001
Robert W. Baird 1998 - 1999
US Navy June 1987 - October 1995
Skills
Windows Server 2008, Windows Server 2003, Active Directory, Microsoft Exchange, Wireless Networking, Citrix, Windows XP Professional, Windows 7, Video Conferencing, Blackberry Enterprise..., Avaya PBX, Symantec Ghost, Symantec Endpoint..., Bloomberg Terminal, Microsoft Office, Technical Documentation, Good Technology, DHCP, TCP/IP, Spiceworks, MCDST, Windows Server, Troubleshooting, Security, Blackberry, Network Administration, Network Security, Cisco Technologies, Technical Support, Networking, Hardware, Avaya, Norton Ghost
Education
Chaminade University of Honolulu 1991 — 1994
Hyde Park Career Academy 1983 — 1987
Stephanie Wallace Stephanie Wallace's William Blair and Company Experience September 1993 - January 2000
Job Executive Assistant at ThoughtWorks
Industry Computer Software
Experience
ThoughtWorks August 2011 - Present
MillerCoors May 2010 - August 2011
Energy BBDO January 2003 - January 2010
Svoboda Capital Partners, LLC May 2002 - January 2003
GTCR Golder Rauner August 2000 - May 2002
William Blair and Company September 1993 - January 2000
Skills
Administrative..., Event Planning, Outlook, Human Resources, Employee Relations, Customer Service, Microsoft Office, Event Management, Recruiting, PowerPoint, System Administration, Travel Arrangements, Executive Support, Lotus Notes, Calendaring, Budgets, Microsoft Excel, Microsoft Word, Project Management, Editing, Leadership, International Project..., Global Sourcing
Education
Harrington Institute of Interior Architecture
DePaul University
Oklahoma Real Estate
University of Central Oklahoma
ThoughtWorks August 2011 - Present
MillerCoors May 2010 - August 2011
Energy BBDO January 2003 - January 2010
Svoboda Capital Partners, LLC May 2002 - January 2003
GTCR Golder Rauner August 2000 - May 2002
William Blair and Company September 1993 - January 2000
Skills
Administrative..., Event Planning, Outlook, Human Resources, Employee Relations, Customer Service, Microsoft Office, Event Management, Recruiting, PowerPoint, System Administration, Travel Arrangements, Executive Support, Lotus Notes, Calendaring, Budgets, Microsoft Excel, Microsoft Word, Project Management, Editing, Leadership, International Project..., Global Sourcing
Education
Harrington Institute of Interior Architecture
DePaul University
Oklahoma Real Estate
University of Central Oklahoma
Roderick Givens's William Blair and Company Experience September 2010 - May 2011
Job Managing Member, Founder at RainierView Advisors, LLC
Industry Financial Services
Experience
RainierView Advisors, LLC June 2015 - Present
JP Morgan Asset Management May 2011 - July 2014
William Blair and Company September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Smith Barney February 2006 - June 2009
Smith Barney June 2002 - January 2006
Smith Barney January 2001 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Management, Leadership, Asset Management, Portfolio Management, Sales, Series 63, Strategic Partnerships, Investments, Financial Services, Asset Allocation, Training, Finance, Interviews, Recruiting, Financial Advisory, Retirement Planning, Alternative Investments, Equities, FINRA, Securities, Financial Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Investment Management
Eastern Washington University 1994 — 1998
RainierView Advisors, LLC June 2015 - Present
JP Morgan Asset Management May 2011 - July 2014
William Blair and Company September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Smith Barney February 2006 - June 2009
Smith Barney June 2002 - January 2006
Smith Barney January 2001 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Management, Leadership, Asset Management, Portfolio Management, Sales, Series 63, Strategic Partnerships, Investments, Financial Services, Asset Allocation, Training, Finance, Interviews, Recruiting, Financial Advisory, Retirement Planning, Alternative Investments, Equities, FINRA, Securities, Financial Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Investment Management
Eastern Washington University 1994 — 1998
Benjamin Lester, CFA Benjamin Lester, CFA's William Blair and Company Experience June 2006 - December 2010
Job Private Wealth Advisor
Industry Investment Management
Experience
Goldman Sachs July 2015 - Present
U.S. Navy May 2002 - Present
Morgan Stanley Private Wealth Management June 2011 - May 2015
William Blair and Company June 2006 - December 2010
Education
University of Illinois at Urbana-Champaign 2004 — 2006
M.B.A., Finance
Colby College 1995 — 1999
A.B., English
New Trier High School 1992 — 1995
Diploma
Goldman Sachs July 2015 - Present
U.S. Navy May 2002 - Present
Morgan Stanley Private Wealth Management June 2011 - May 2015
William Blair and Company June 2006 - December 2010
Education
University of Illinois at Urbana-Champaign 2004 — 2006
M.B.A., Finance
Colby College 1995 — 1999
A.B., English
New Trier High School 1992 — 1995
Diploma
clarence shearer clarence shearer's William Blair and Company Experience July 1998 - April 2001
Job Senior Partner at Shearer & Associates
Industry Real Estate
Experience
Shearer and Associates August 1996 - Present
Morgan Stanley Smith Barney July 2003 - September 2006
William Blair and Company July 1998 - April 2001
Skills
Investment Properties, Real Estate Transactions, Training, Marketing, Customer Service, Real Estate, Sales, Accounting, Marketing Strategy, Management, Social Media Marketing, Policy, Trading, Series 63, Investments, Public Speaking, Sellers, Program Management, Team Building, Strategic Planning, Mutual Funds, Retail, Financial Analysis, Software Documentation, Team Leadership, Contract Negotiation, Leadership, Small Business
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Chicago State University 2004 — 2008
Board of Governors, Marketing and Management
Shearer and Associates August 1996 - Present
Morgan Stanley Smith Barney July 2003 - September 2006
William Blair and Company July 1998 - April 2001
Skills
Investment Properties, Real Estate Transactions, Training, Marketing, Customer Service, Real Estate, Sales, Accounting, Marketing Strategy, Management, Social Media Marketing, Policy, Trading, Series 63, Investments, Public Speaking, Sellers, Program Management, Team Building, Strategic Planning, Mutual Funds, Retail, Financial Analysis, Software Documentation, Team Leadership, Contract Negotiation, Leadership, Small Business
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Chicago State University 2004 — 2008
Board of Governors, Marketing and Management
Jamal Wilburn Jamal Wilburn's William Blair and Company Experience March 2010 - June 2011
Job Financial Advisor Services at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2011 - Present
Dimensional Fund Advisors June 2012 - September 2012
William Blair and Company March 2010 - June 2011
MLT MBA Prep 2010 - 2011
William Blair & Company, LLC April 2004 - March 2010
Northern Trust Corporation August 2000 - March 2004
Health Management Resources, Inc August 1997 - August 2000
National Association of Investment Companies May 1997 - August 1997
Education
The University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance; Entrepreneurship
Howard University 1995 — 2000
BBA, International Business; Finance
CFA Institute
The University of Chicago
Dimensional Fund Advisors August 2011 - Present
Dimensional Fund Advisors June 2012 - September 2012
William Blair and Company March 2010 - June 2011
MLT MBA Prep 2010 - 2011
William Blair & Company, LLC April 2004 - March 2010
Northern Trust Corporation August 2000 - March 2004
Health Management Resources, Inc August 1997 - August 2000
National Association of Investment Companies May 1997 - August 1997
Education
The University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance; Entrepreneurship
Howard University 1995 — 2000
BBA, International Business; Finance
CFA Institute
The University of Chicago
Catherine Murray Catherine Murray's William Blair and Company Experience 1997 - 2000
Job Managing Director Institutional Equity & Business Development at North South Capital LLC
Industry Investment Management
Experience
North South Capital LLC July 2009 - Present
Deutsche Bank 2003 - 2008
Goldman Sachs 2000 - 2003
William Blair and Company 1997 - 2000
Education
Huron University College 1990 — 1994
Honours, Politics/Economics
Havergal College
North South Capital LLC July 2009 - Present
Deutsche Bank 2003 - 2008
Goldman Sachs 2000 - 2003
William Blair and Company 1997 - 2000
Education
Huron University College 1990 — 1994
Honours, Politics/Economics
Havergal College
Steve Baete Steve Baete's William Blair and Company Experience July 2011 - September 2014
Job MIS Senior Administrative Officer at William Blair and Company
Industry Financial Services
Experience
Calamos Investments October 2014 - Present
William Blair and Company July 2011 - September 2014
Calamos Asset Management January 2010 - July 2011
Calamos Investments April 2007 - January 2010
The Northern Trust Company July 2005 - April 2007
Servicing Technology August 2004 - July 2005
Eagle Investment Systems October 2000 - August 2004
Northern Trust November 1998 - September 2000
Northern Trust December 1996 - September 1998
Norwest Banks NA August 1991 - November 1992
Skills
Program Management, Vendor Management, Investments, Analysis, Eagle, Portfolio Management, PMO, Outsourcing, Business Analysis, Change Management, SharePoint, Disaster Recovery, Enterprise Architecture, Integration, Banking, Derivatives, Financial Services, Project Management
Education
DePaul University 1986 — 1986
Department, Computer Science and Information Systems
Eastern Illinois University 1981 — 1984
BS, Finance
Calamos Investments October 2014 - Present
William Blair and Company July 2011 - September 2014
Calamos Asset Management January 2010 - July 2011
Calamos Investments April 2007 - January 2010
The Northern Trust Company July 2005 - April 2007
Servicing Technology August 2004 - July 2005
Eagle Investment Systems October 2000 - August 2004
Northern Trust November 1998 - September 2000
Northern Trust December 1996 - September 1998
Norwest Banks NA August 1991 - November 1992
Skills
Program Management, Vendor Management, Investments, Analysis, Eagle, Portfolio Management, PMO, Outsourcing, Business Analysis, Change Management, SharePoint, Disaster Recovery, Enterprise Architecture, Integration, Banking, Derivatives, Financial Services, Project Management
Education
DePaul University 1986 — 1986
Department, Computer Science and Information Systems
Eastern Illinois University 1981 — 1984
BS, Finance
Collin Galster's William Blair and Company Experience June 2010 - August 2010
Job MBA Candidate at Stanford Graduate School of Business
Industry Management Consulting
Experience
Unitus Impact June 2015 - Present
The Boston Consulting Group September 2011 - June 2014
The Harvard International Review October 2009 - October 2010
William Blair and Company June 2010 - August 2010
Skills
Microsoft Excel, Research, Editing, Public Speaking, Strategic Planning, Data Analysis, PowerPoint, Non-profits, Microsoft Office, Policy Analysis, Business Strategy, Microsoft Word, Market Research, Analysis, Corporate Finance, Financial Modeling
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Harvard University 2007 — 2011
A.B., Social Studies
Unitus Impact June 2015 - Present
The Boston Consulting Group September 2011 - June 2014
The Harvard International Review October 2009 - October 2010
William Blair and Company June 2010 - August 2010
Skills
Microsoft Excel, Research, Editing, Public Speaking, Strategic Planning, Data Analysis, PowerPoint, Non-profits, Microsoft Office, Policy Analysis, Business Strategy, Microsoft Word, Market Research, Analysis, Corporate Finance, Financial Modeling
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Harvard University 2007 — 2011
A.B., Social Studies
Angkan Chaiart Angkan Chaiart's William Blair and Company Experience August 2011 - Present
Job Investment Analyst at William Blair and Company
Industry Financial Services
Experience
William Blair and Company August 2011 - Present
UBS Financial Services August 2010 - September 2011
UBS Financial Services April 2010 - August 2010
Skills
Series 7, SQL, Bloomberg Terminal, Morningstar, Thomson One, Thompson One, Moxy, Advent, Microsoft Office..., Microsoft Office, Adobe Creative Suite, Retirement Planning, Securities, DCF, Wealth Management, Equities, FINRA, Valuation, Asset Allocation, Portfolio Management, Investments, Fixed Income, Bloomberg, Analysis, Financial Statement..., Financial Markets, Mutual Funds, Hedge Funds, Uniform Combined State..., Institutional..., Equity Research, Emerging Markets, Financial Analysis, Financial Modeling
Education
DePaul University 2008 — 2010
Bachelors of Science, Finance
College of Commerce 2008 — 2010
Bachelors of Science, Finance
William Blair and Company August 2011 - Present
UBS Financial Services August 2010 - September 2011
UBS Financial Services April 2010 - August 2010
Skills
Series 7, SQL, Bloomberg Terminal, Morningstar, Thomson One, Thompson One, Moxy, Advent, Microsoft Office..., Microsoft Office, Adobe Creative Suite, Retirement Planning, Securities, DCF, Wealth Management, Equities, FINRA, Valuation, Asset Allocation, Portfolio Management, Investments, Fixed Income, Bloomberg, Analysis, Financial Statement..., Financial Markets, Mutual Funds, Hedge Funds, Uniform Combined State..., Institutional..., Equity Research, Emerging Markets, Financial Analysis, Financial Modeling
Education
DePaul University 2008 — 2010
Bachelors of Science, Finance
College of Commerce 2008 — 2010
Bachelors of Science, Finance
Kaitie Donovan Kaitie Donovan's William Blair and Company Experience 2006 - February 2009
Job Associate at Northwestern Mutual Capital
Industry Venture Capital & Private Equity
Experience
North Bridge Growth Equity and Venture Partners July 2013 - August 2015
.406 Ventures July 2012 - June 2013
North Bridge Growth Equity March 2009 - June 2011
William Blair and Company 2006 - February 2009
Skills
Private Equity, Investment Banking, Valuation, Hedge Funds, Venture Capital, Mergers, Restructuring, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, Start-ups, Due Diligence, Business Strategy, Corporate Development, LBO, Investments, Corporate Finance, M&A experience, Alternative Investments, Strategy, Equities, Emerging Markets, IPO, Asset Management, Capital Markets, Bloomberg, Portfolio Management, Leveraged Finance, Private Placements, Economics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Hamilton College 2002 — 2006
BS, Economics and Psychology
Deerfield Academy 2000 — 2002
North Bridge Growth Equity and Venture Partners July 2013 - August 2015
.406 Ventures July 2012 - June 2013
North Bridge Growth Equity March 2009 - June 2011
William Blair and Company 2006 - February 2009
Skills
Private Equity, Investment Banking, Valuation, Hedge Funds, Venture Capital, Mergers, Restructuring, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, Start-ups, Due Diligence, Business Strategy, Corporate Development, LBO, Investments, Corporate Finance, M&A experience, Alternative Investments, Strategy, Equities, Emerging Markets, IPO, Asset Management, Capital Markets, Bloomberg, Portfolio Management, Leveraged Finance, Private Placements, Economics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Hamilton College 2002 — 2006
BS, Economics and Psychology
Deerfield Academy 2000 — 2002
Michael Verhulst Michael Verhulst's William Blair and Company Experience April 2002 - July 2007
Job President at Wells Fargo Advisors Financial Network | Verhulst Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network Verhulst Wealth Mgmt November 2013 - Present
UBS Financial Services, Inc. July 2007 - November 2013
William Blair and Company April 2002 - July 2007
Credit Suisse First Boston July 2000 - April 2002
Smith Barney January 1992 - July 2000
Chicago Board of Trade April 1990 - January 1992
KPMG Peat Marwick January 1984 - April 1990
Skills
Portfolio Manager, Wealth Advisor, Retirement Plan..., Finance, Financial Services, Investment Strategies, Financial Advisory, Retirement, Accounting, Bonds, Asset Management, Alternative Investments, Financial Analysis, Equities
Education
Loyola University Chicago 1981 — 1984
BA, Public Accounting
Benedictine University 1980 — 1981
Holy Cross 1977 — 1980
Wells Fargo Advisors Financial Network Verhulst Wealth Mgmt November 2013 - Present
UBS Financial Services, Inc. July 2007 - November 2013
William Blair and Company April 2002 - July 2007
Credit Suisse First Boston July 2000 - April 2002
Smith Barney January 1992 - July 2000
Chicago Board of Trade April 1990 - January 1992
KPMG Peat Marwick January 1984 - April 1990
Skills
Portfolio Manager, Wealth Advisor, Retirement Plan..., Finance, Financial Services, Investment Strategies, Financial Advisory, Retirement, Accounting, Bonds, Asset Management, Alternative Investments, Financial Analysis, Equities
Education
Loyola University Chicago 1981 — 1984
BA, Public Accounting
Benedictine University 1980 — 1981
Holy Cross 1977 — 1980
Douglas McConnell's William Blair and Company Experience 2000 - 2006
Job Managing Director and Principal at Vissant Capital Corporation
Industry Investment Banking
Experience
Vissant Capital Corporation November 2012 - Present
Halyard Capital Advisors, LLC February 2006 - November 2012
William Blair and Company 2000 - 2006
BMO Capital Markets 1996 - 1998
Hamilton Investments, Inc. 1990 - 1995
Continental Illinois 1980 - 1983
Skills
Investment Banking, Capital, Private Equity, Equities, Valuation, Middle Market, Mergers, Corporate Finance, Private Placements, Capital Markets, Sell Side, Venture Capital, Business Valuation, Mergers & Acquisitions, M&A experience, Financial Modeling, Equity Research, Corporate Development, LBO, Leveraged Finance, Alternative Investments, Hedge Funds, IPO
Education
Arizona State University, W. P. Carey School of Business 1979 — 1980
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
Bachelor of Science, BS in Finance and BS in Accounting
Vissant Capital Corporation November 2012 - Present
Halyard Capital Advisors, LLC February 2006 - November 2012
William Blair and Company 2000 - 2006
BMO Capital Markets 1996 - 1998
Hamilton Investments, Inc. 1990 - 1995
Continental Illinois 1980 - 1983
Skills
Investment Banking, Capital, Private Equity, Equities, Valuation, Middle Market, Mergers, Corporate Finance, Private Placements, Capital Markets, Sell Side, Venture Capital, Business Valuation, Mergers & Acquisitions, M&A experience, Financial Modeling, Equity Research, Corporate Development, LBO, Leveraged Finance, Alternative Investments, Hedge Funds, IPO
Education
Arizona State University, W. P. Carey School of Business 1979 — 1980
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
Bachelor of Science, BS in Finance and BS in Accounting
David Salsone's William Blair and Company Experience May 2011 - August 2011
Job Business Ops at Cleanly
Industry Internet
Experience
Uber Technologies 2014 - 2015
Morgan Stanley June 2012 - August 2012
William Blair and Company May 2011 - August 2011
US Navy 2003 - 2009
Skills
Leadership, Strategy, Public Speaking, Military Experience, Microsoft Office, Security Clearance, DoD, Economics, Analysis, Troubleshooting, Navy, Start-ups, Mergers & Acquisitions, Capital IQ, Deal Logic, Factset, IntraLinks, Merrill Data Site
Education
Brown University 2009 — 2013
B.A., Economics
Uber Technologies 2014 - 2015
Morgan Stanley June 2012 - August 2012
William Blair and Company May 2011 - August 2011
US Navy 2003 - 2009
Skills
Leadership, Strategy, Public Speaking, Military Experience, Microsoft Office, Security Clearance, DoD, Economics, Analysis, Troubleshooting, Navy, Start-ups, Mergers & Acquisitions, Capital IQ, Deal Logic, Factset, IntraLinks, Merrill Data Site
Education
Brown University 2009 — 2013
B.A., Economics
Charles Li's William Blair and Company Experience June 2011 - August 2011
Job Software Engineer at Plaid
Industry Computer Software
Experience
Plaid Inc December 2013 - Present
Microsoft August 2012 - October 2013
William Blair and Company June 2011 - August 2011
Harvard University August 2010 - December 2010
China Financial Futures Exchange June 2010 - August 2010
ME: IN FOCUS Magazine + Studios June 2009 - August 2010
FCStone June 2009 - July 2009
Skills
PHP, Python, C, XAML, C#, HTML, JavaScript, MySQL, Programming, Microsoft Office, Java, Research, Matlab, Data Analysis, Computer Science
Education
Harvard University 2008 — 2012
A.B., Computer Science
Ankeny High School 2004 — 2008
High School Diploma
Plaid Inc December 2013 - Present
Microsoft August 2012 - October 2013
William Blair and Company June 2011 - August 2011
Harvard University August 2010 - December 2010
China Financial Futures Exchange June 2010 - August 2010
ME: IN FOCUS Magazine + Studios June 2009 - August 2010
FCStone June 2009 - July 2009
Skills
PHP, Python, C, XAML, C#, HTML, JavaScript, MySQL, Programming, Microsoft Office, Java, Research, Matlab, Data Analysis, Computer Science
Education
Harvard University 2008 — 2012
A.B., Computer Science
Ankeny High School 2004 — 2008
High School Diploma
Rishi Biswas Rishi Biswas's William Blair and Company Experience June 2010 - August 2010
Job Director at Värde Partners
Industry Investment Management
Experience
Värde Partners August 2011 - Present
William Blair and Company June 2010 - August 2010
OneWest Bank (formerly Indymac Bank) 2008 - 2009
Indymac Bank 2005 - 2008
Indymac Bank 2003 - 2005
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration, Analytical Finance, Managerial Economics, Analytical Consulting, Entrepreneurship & Innovation
Boston University Questrom School of Business 1999 — 2003
Bachelor of Science in Business Administration, Finance, Marketing
University High School 1996 — 1999
Irvine, CA
Värde Partners August 2011 - Present
William Blair and Company June 2010 - August 2010
OneWest Bank (formerly Indymac Bank) 2008 - 2009
Indymac Bank 2005 - 2008
Indymac Bank 2003 - 2005
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration, Analytical Finance, Managerial Economics, Analytical Consulting, Entrepreneurship & Innovation
Boston University Questrom School of Business 1999 — 2003
Bachelor of Science in Business Administration, Finance, Marketing
University High School 1996 — 1999
Irvine, CA
Renee Duba Renee Duba's William Blair and Company Experience December 1990 - May 2013
Job SVP, Private Client Advisor at US Trust
Industry Financial Services
Experience
U.S. Trust May 2013 - Present
William Blair and Company December 1990 - May 2013
Skills
Wealth Management, Investments, Asset Allocation, Series 7, Asset Management, Alternative Investments, Equities, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Non-profit Advisory, Hedge Funds, Retirement Planning
Education
DePaul University 1984 — 1985
BA, Finance
Western Illinois University 1984 — 1985
Music Theory/Comp, Performance
U.S. Trust May 2013 - Present
William Blair and Company December 1990 - May 2013
Skills
Wealth Management, Investments, Asset Allocation, Series 7, Asset Management, Alternative Investments, Equities, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Non-profit Advisory, Hedge Funds, Retirement Planning
Education
DePaul University 1984 — 1985
BA, Finance
Western Illinois University 1984 — 1985
Music Theory/Comp, Performance
Adam Frankinburger Adam Frankinburger's William Blair and Company Experience 2000 - 2008
Job CFO and CCO at Riordan, Lewis & Haden Equity Partners
Industry Venture Capital & Private Equity
Experience
Riordan, Lewis & Haden Equity Partners December 2014 - Present
Madison Dearborn Partners January 2012 - December 2014
Madison Dearborn Partners January 2010 - December 2011
Madison Dearborn Partners February 2008 - December 2009
William Blair and Company 2000 - 2008
Skills
Financial Analysis, GAAP, Financial Modeling, Accounting, Financial Reporting, Finance, Corporate Finance, Private Equity, Due Diligence, Valuation, Auditing, Internal Controls
Education
DePaul University 1998 — 2003
BS, Accountancy
Riordan, Lewis & Haden Equity Partners December 2014 - Present
Madison Dearborn Partners January 2012 - December 2014
Madison Dearborn Partners January 2010 - December 2011
Madison Dearborn Partners February 2008 - December 2009
William Blair and Company 2000 - 2008
Skills
Financial Analysis, GAAP, Financial Modeling, Accounting, Financial Reporting, Finance, Corporate Finance, Private Equity, Due Diligence, Valuation, Auditing, Internal Controls
Education
DePaul University 1998 — 2003
BS, Accountancy
Joshua Reilly Joshua Reilly's William Blair and Company Experience June 2008 - July 2010
Job Vice President at Linden Capital Partners
Industry Venture Capital & Private Equity
Experience
Linden Capital Partners July 2015 - Present
RoundTable Healthcare Partners July 2010 - July 2013
William Blair and Company June 2008 - July 2010
New Sector Alliance June 2007 - August 2007
Initiative for a Competitive Inner City June 2007 - August 2007
Skills
Private Equity, Financial Modeling, Due Diligence, LBO, M&A experience, Financial Analysis, Capital Raising, Pharmaceutical Industry, Medical Devices, US Healthcare, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Graduated with Distinction
Harvard University 2004 — 2008
AB cum laude, Economics
Linden Capital Partners July 2015 - Present
RoundTable Healthcare Partners July 2010 - July 2013
William Blair and Company June 2008 - July 2010
New Sector Alliance June 2007 - August 2007
Initiative for a Competitive Inner City June 2007 - August 2007
Skills
Private Equity, Financial Modeling, Due Diligence, LBO, M&A experience, Financial Analysis, Capital Raising, Pharmaceutical Industry, Medical Devices, US Healthcare, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Graduated with Distinction
Harvard University 2004 — 2008
AB cum laude, Economics
Katherine (Grace) Chavez Katherine (Grace) Chavez's William Blair and Company Experience July 2011 - February 2014
Job Sidley Austin LLP
Industry Legal Services
Experience
Sidley Austin LLP March 2014 - Present
William Blair and Company July 2011 - February 2014
Tower Club Dallas December 2010 - June 2011
Tower Club Dallas February 2010 - January 2011
World Affairs Council of Dallas/Fort Worth August 2009 - December 2009
Skills
Customer Service, Social Media, Marketing, Event Management, Event Planning, Public Relations, Public Speaking, Project Planning, Program Management, Social Networking, Leadership, Sales, Recruiting, Fundraising, Corporate Events
Education
Baylor University 2005 — 2009
BA, International Studies
Sidley Austin LLP March 2014 - Present
William Blair and Company July 2011 - February 2014
Tower Club Dallas December 2010 - June 2011
Tower Club Dallas February 2010 - January 2011
World Affairs Council of Dallas/Fort Worth August 2009 - December 2009
Skills
Customer Service, Social Media, Marketing, Event Management, Event Planning, Public Relations, Public Speaking, Project Planning, Program Management, Social Networking, Leadership, Sales, Recruiting, Fundraising, Corporate Events
Education
Baylor University 2005 — 2009
BA, International Studies
Kishan Shah Kishan Shah's William Blair and Company Experience June 2010 - August 2011
Job Chief Operating Officer at Channel IQ
Industry Computer Software
Experience
ChannelIQ July 2015 - Present
Kenex Holdings October 2014 - July 2015
Downsize Fitness April 2013 - October 2014
Goldman Sachs September 2011 - March 2013
William Blair and Company June 2010 - August 2011
Oliver Wyman September 2008 - June 2010
United Way of New York City July 2009 - December 2009
CA January 2006 - January 2007
UBS Investment Bank 2007 - 2007
Skills
Entrepreneurship, Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Start-ups, Business Strategy, Marketing Strategy, Strategy, Management Consulting, Restructuring, Finance, Leadership, Equities, Hedge Funds, Portfolio Management, Venture Capital, Bloomberg, Valuation, Mergers, Management, Corporate Development, SQL, Ruby on Rails, Web Development, Financial & Operational..., CRM, Google Adwords, Facebook Marketing, Microsoft Excel, Sales Operations, SaaS, E-commerce, SEO, Direct Response, Relational Databases, SAS Programming, Sales Funnel..., Growth Hacking, Product Management, RESTful WebServices, JavaScript, APIs
Education
University of Michigan
Bachelor of Arts (B.A.)
General Assembly
Full Stack Software Engineer
ChannelIQ July 2015 - Present
Kenex Holdings October 2014 - July 2015
Downsize Fitness April 2013 - October 2014
Goldman Sachs September 2011 - March 2013
William Blair and Company June 2010 - August 2011
Oliver Wyman September 2008 - June 2010
United Way of New York City July 2009 - December 2009
CA January 2006 - January 2007
UBS Investment Bank 2007 - 2007
Skills
Entrepreneurship, Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Start-ups, Business Strategy, Marketing Strategy, Strategy, Management Consulting, Restructuring, Finance, Leadership, Equities, Hedge Funds, Portfolio Management, Venture Capital, Bloomberg, Valuation, Mergers, Management, Corporate Development, SQL, Ruby on Rails, Web Development, Financial & Operational..., CRM, Google Adwords, Facebook Marketing, Microsoft Excel, Sales Operations, SaaS, E-commerce, SEO, Direct Response, Relational Databases, SAS Programming, Sales Funnel..., Growth Hacking, Product Management, RESTful WebServices, JavaScript, APIs
Education
University of Michigan
Bachelor of Arts (B.A.)
General Assembly
Full Stack Software Engineer
Eric Rujawitz Eric Rujawitz's William Blair and Company Experience August 2005 - March 2009
Job Collateral Analyst at Royal Bank of Scotland Group
Industry Financial Services
Experience
Royal Bank of Scotland Group October 2009 - Present
William Blair and Company August 2005 - March 2009
Wayne Hummer Asset Management July 2001 - August 2005
Skills
Process Improvement, Finance, Derivatives, Account Reconciliation, Accounting, Business Process..., Credit, CRM, Due Diligence, Customer Service, Equities, Financial Analysis, Financial Services, Management, Portfolio Management, Risk Management, Securities
Education
Illinois State University 1995 — 1998
Bachelor of Science, Finance
Royal Bank of Scotland Group October 2009 - Present
William Blair and Company August 2005 - March 2009
Wayne Hummer Asset Management July 2001 - August 2005
Skills
Process Improvement, Finance, Derivatives, Account Reconciliation, Accounting, Business Process..., Credit, CRM, Due Diligence, Customer Service, Equities, Financial Analysis, Financial Services, Management, Portfolio Management, Risk Management, Securities
Education
Illinois State University 1995 — 1998
Bachelor of Science, Finance
Kris D. Williams's William Blair and Company Experience May 2010 - September 2011
Job Brand Builder at FAME Enterprises | Publisher at MADE Magazine
Industry Marketing and Advertising
Experience
FAME Enterprises September 2011 - Present
MADE Magazine May 2015 - Present
William Blair and Company May 2010 - September 2011
Barclays Capital June 2009 - March 2010
Lehman Brothers May 2008 - September 2008
UBS Investment Bank June 2007 - September 2007
Skills
HTML, Advertising, Project Management, Strategy, Web Design, Event Planning, Facebook, Twitter, Event Management, Hootsuite, Social Media, Marketing, Market Research, Media Relations, Public Relations, Entrepreneurship, Social Networking, Graphic Design, Mergers & Acquisitions, Digital Media, Integrated Marketing, Social Media Marketing, Blogging, WordPress, SEO, Online Advertising, Email Marketing, Digital Marketing, Digital Strategy, Google Analytics, New Media, Online Marketing, Non-profit Marketing, Corporate Events
Education
Howard University 2005 — 2009
BBA, Business Management
Howard University 2005 — 2009
B.B.A, Business Management
FAME Enterprises September 2011 - Present
MADE Magazine May 2015 - Present
William Blair and Company May 2010 - September 2011
Barclays Capital June 2009 - March 2010
Lehman Brothers May 2008 - September 2008
UBS Investment Bank June 2007 - September 2007
Skills
HTML, Advertising, Project Management, Strategy, Web Design, Event Planning, Facebook, Twitter, Event Management, Hootsuite, Social Media, Marketing, Market Research, Media Relations, Public Relations, Entrepreneurship, Social Networking, Graphic Design, Mergers & Acquisitions, Digital Media, Integrated Marketing, Social Media Marketing, Blogging, WordPress, SEO, Online Advertising, Email Marketing, Digital Marketing, Digital Strategy, Google Analytics, New Media, Online Marketing, Non-profit Marketing, Corporate Events
Education
Howard University 2005 — 2009
BBA, Business Management
Howard University 2005 — 2009
B.B.A, Business Management
Ian Blasch Ian Blasch's William Blair and Company Experience February 2003 - February 2005
Job VP Product Development & Program Management at Alces Technology
Industry Consumer Electronics
Experience
Alces Technology May 2014 - Present
UrbanChalk October 2011 - April 2014
Bodybuilding.com May 2010 - December 2011
Artificial Muscle, Inc. May 2007 - February 2010
Micron Technology February 2005 - February 2009
William Blair and Company February 2003 - February 2005
Tiqit Computers April 2000 - February 2003
McKinsey & Company May 1999 - September 1999
UNITED STATES AIR FORCE August 1994 - August 1998
Skills
SaaS, Start-ups, Business Development, Strategic Planning, E-commerce, Mobile Devices, Semiconductors, Product Management, Salesforce.com, Market Research, Product Development, Marketing, Strategy, Business Strategy, Mergers & Acquisitions, Marketing Strategy, Strategic Partnerships, Product Marketing, Leadership, Cross-functional Team..., Analytics, Entrepreneurship
Education
Stanford University 1998 — 2000
MSE, Manufacturing Systems Engineering
Stanford University Graduate School of Business 1998 — 2000
MBA
Cranfield University 1993 — 1994
MSc, Environmental Engineering
Massachusetts Institute of Technology 1989 — 1993
BSc, Mechanical Engineering
Alces Technology May 2014 - Present
UrbanChalk October 2011 - April 2014
Bodybuilding.com May 2010 - December 2011
Artificial Muscle, Inc. May 2007 - February 2010
Micron Technology February 2005 - February 2009
William Blair and Company February 2003 - February 2005
Tiqit Computers April 2000 - February 2003
McKinsey & Company May 1999 - September 1999
UNITED STATES AIR FORCE August 1994 - August 1998
Skills
SaaS, Start-ups, Business Development, Strategic Planning, E-commerce, Mobile Devices, Semiconductors, Product Management, Salesforce.com, Market Research, Product Development, Marketing, Strategy, Business Strategy, Mergers & Acquisitions, Marketing Strategy, Strategic Partnerships, Product Marketing, Leadership, Cross-functional Team..., Analytics, Entrepreneurship
Education
Stanford University 1998 — 2000
MSE, Manufacturing Systems Engineering
Stanford University Graduate School of Business 1998 — 2000
MBA
Cranfield University 1993 — 1994
MSc, Environmental Engineering
Massachusetts Institute of Technology 1989 — 1993
BSc, Mechanical Engineering
Paul Korngiebel's William Blair and Company Experience February 1992 - July 1993
Job Global Equity Analyst at Boston Partners Asset Mgmt LP
Industry Financial Services
Experience
Boston Partners Asset Mgmt LP December 2014 - Present
Time off January 2013 - May 2014
Cerro Torre Partners April 2012 - November 2012
Greenwich High School August 2011 - November 2011
Deccan Value Advisors October 2004 - September 2009
Brandes Investment Partners June 1996 - June 2002
A.T. Kearney September 1995 - June 1996
William Blair and Company February 1992 - July 1993
Morningstar October 1990 - February 1992
Bowdoin College June 1987 - August 1987
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Alternative Investments, Series 7, Securities, Equity Valuation, Value Investing, Business Strategy, Business Valuation, Research, Wealth Management, Start-ups, Entrepreneurship, Analysis, Finance, Equities, Valuation, Management, Financial Modeling, Emerging Markets, Asset Management, Financial Analysis
Education
Columbia University in the City of New York 2014 — 2014
Junior standing for second BA
St. John's College (NM) 2001 — 2002
MA, Liberal Arts
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance & Accoutning
Chartered Financial Analyst 1991 — 1994
CFA, Finance, General
Harvard University 1988 — 1990
AM, English & American Literature
Bowdoin College 1984 — 1988
AB, English & Religion
International School of Geneva 1978 — 1984
HSD, Languages, Sciences
Boston Partners Asset Mgmt LP December 2014 - Present
Time off January 2013 - May 2014
Cerro Torre Partners April 2012 - November 2012
Greenwich High School August 2011 - November 2011
Deccan Value Advisors October 2004 - September 2009
Brandes Investment Partners June 1996 - June 2002
A.T. Kearney September 1995 - June 1996
William Blair and Company February 1992 - July 1993
Morningstar October 1990 - February 1992
Bowdoin College June 1987 - August 1987
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Alternative Investments, Series 7, Securities, Equity Valuation, Value Investing, Business Strategy, Business Valuation, Research, Wealth Management, Start-ups, Entrepreneurship, Analysis, Finance, Equities, Valuation, Management, Financial Modeling, Emerging Markets, Asset Management, Financial Analysis
Education
Columbia University in the City of New York 2014 — 2014
Junior standing for second BA
St. John's College (NM) 2001 — 2002
MA, Liberal Arts
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance & Accoutning
Chartered Financial Analyst 1991 — 1994
CFA, Finance, General
Harvard University 1988 — 1990
AM, English & American Literature
Bowdoin College 1984 — 1988
AB, English & Religion
International School of Geneva 1978 — 1984
HSD, Languages, Sciences
Ken Greim Ken Greim's William Blair and Company Experience June 2011 - August 2011
Job Sr. Analyst, Corporate Strategy
Industry Financial Services
Experience
EMC June 2015 - Present
Bain Capital July 2012 - June 2015
William Blair and Company June 2011 - August 2011
Dartmouth College September 2009 - March 2011
Mercatus LLC September 2010 - December 2010
Education
Dartmouth College 2008 — 2012
A.B., Cum Laude, Computer Science and Economics
EMC June 2015 - Present
Bain Capital July 2012 - June 2015
William Blair and Company June 2011 - August 2011
Dartmouth College September 2009 - March 2011
Mercatus LLC September 2010 - December 2010
Education
Dartmouth College 2008 — 2012
A.B., Cum Laude, Computer Science and Economics
Geoffrey Richards's William Blair and Company Experience June 2007 - May 2013
Job Head, U.S. Special Situations & Restructuring at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. August 2013 - Present
William Blair and Company June 2007 - May 2013
Giuliani Capital Advisors April 2006 - April 2007
Kirkland & Ellis LLP January 1999 - April 2006
Skills
Corporate Law, Mergers & Acquisitions, Venture Capital, Private Equity, Special Situations, Capital Markets, Restructuring, Investments, Due Diligence, Strategy, Business Strategy, Valuation, Negotiation, Alternative Investments, Securities, Financial Modeling, Chapter 11, Investment Banking, Corporate Finance, Corporate Development, LBO, Business Development, Private Placements, Corporate Governance, Leveraged Finance, M&A experience
Education
Northwestern University School of Law 1994 — 1995
Law
Brooklyn Law School 1992 — 1995
JD, Law
University of Wisconsin-Madison 1988 — 1992
BA, History
The Hill School 1985 — 1988
Canaccord Genuity Inc. August 2013 - Present
William Blair and Company June 2007 - May 2013
Giuliani Capital Advisors April 2006 - April 2007
Kirkland & Ellis LLP January 1999 - April 2006
Skills
Corporate Law, Mergers & Acquisitions, Venture Capital, Private Equity, Special Situations, Capital Markets, Restructuring, Investments, Due Diligence, Strategy, Business Strategy, Valuation, Negotiation, Alternative Investments, Securities, Financial Modeling, Chapter 11, Investment Banking, Corporate Finance, Corporate Development, LBO, Business Development, Private Placements, Corporate Governance, Leveraged Finance, M&A experience
Education
Northwestern University School of Law 1994 — 1995
Law
Brooklyn Law School 1992 — 1995
JD, Law
University of Wisconsin-Madison 1988 — 1992
BA, History
The Hill School 1985 — 1988
Kim Phistry Kim Phistry's William Blair and Company Experience 2011 - August 2011
Job Post Release Services Case Manager at U.S. Committee for Refugees and Immigrants (USCRI)
Industry International Affairs
Experience
U.S. Committee for Refugees and Immigrants (USCRI) November 2014 - Present
Northwest Side Housing Center February 2013 - May 2014
RefugeeOne 2012 - 2013
private households 2008 - 2012
William Blair and Company 2011 - August 2011
Centro de Amigos para la Paz (CAP) 2010 - 2010
Vector Marketing 2008 - 2009
Skills
Community Outreach, Nonprofits, Newsletters, Spanish, Research, Event Planning, Public Speaking, Program Development, International Relations, Social Media, Program Evaluation, Microsoft Office, Community Organizing, Intercultural...
Education
DePaul University 2008 — 2011
Bachelor's Degree, International Studies, Sociology. Spanish minor, Cum Laude
Universidad Veritas 2010 — 2010
International Relations / History of Latin America, 4.0
Downers Grove North
U.S. Committee for Refugees and Immigrants (USCRI) November 2014 - Present
Northwest Side Housing Center February 2013 - May 2014
RefugeeOne 2012 - 2013
private households 2008 - 2012
William Blair and Company 2011 - August 2011
Centro de Amigos para la Paz (CAP) 2010 - 2010
Vector Marketing 2008 - 2009
Skills
Community Outreach, Nonprofits, Newsletters, Spanish, Research, Event Planning, Public Speaking, Program Development, International Relations, Social Media, Program Evaluation, Microsoft Office, Community Organizing, Intercultural...
Education
DePaul University 2008 — 2011
Bachelor's Degree, International Studies, Sociology. Spanish minor, Cum Laude
Universidad Veritas 2010 — 2010
International Relations / History of Latin America, 4.0
Downers Grove North
Lauren Mayor Lauren Mayor's William Blair and Company Experience October 2008 - September 2011
Job Municipal Bond Underwriter at William Blair & Company
Industry Financial Services
Experience
William Blair & Company 2015 - Present
William Blair & Company September 2011 - December 2014
William Blair and Company October 2008 - September 2011
Institute of Real Estate Management February 2007 - September 2007
Skills
Fixed Income, Sales, Capital Markets, Finance
Education
DePaul University 2005 — 2008
BS, Finance
Series 7 and 66
William Blair & Company 2015 - Present
William Blair & Company September 2011 - December 2014
William Blair and Company October 2008 - September 2011
Institute of Real Estate Management February 2007 - September 2007
Skills
Fixed Income, Sales, Capital Markets, Finance
Education
DePaul University 2005 — 2008
BS, Finance
Series 7 and 66
Jason Sunderson's William Blair and Company Experience July 2009 - Present
Job Director at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company July 2009 - Present
Harvard Business School August 2007 - June 2009
William Blair and Company June 2008 - August 2008
US Navy August 2001 - March 2007
United States Navy 2001 - 2007
Skills
Financial Modeling, Strategy, Project Management, Operations Management, Valuation, Navy, Corporate Finance, Strategic Planning, Venture Capital, Private Equity, Corporate Development
Education
Harvard Business School 2007 — 2009
MBA
Harvard University 1997 — 2001
BA, Mechanical Engineering
William Blair and Company July 2009 - Present
Harvard Business School August 2007 - June 2009
William Blair and Company June 2008 - August 2008
US Navy August 2001 - March 2007
United States Navy 2001 - 2007
Skills
Financial Modeling, Strategy, Project Management, Operations Management, Valuation, Navy, Corporate Finance, Strategic Planning, Venture Capital, Private Equity, Corporate Development
Education
Harvard Business School 2007 — 2009
MBA
Harvard University 1997 — 2001
BA, Mechanical Engineering
Bonnie Neulight's William Blair and Company Experience October 2000 - March 2002
Job Brand Management Consultant at Big Heart Pet Brands (formerly Del Monte)
Industry Consumer Goods
Experience
Big Heart Pet Brands (formerly Del Monte) May 2004 - Present
Brand New Brands August 2006 - January 2007
William Blair and Company October 2000 - March 2002
Pets.com July 1999 - August 2000
Clorox 1996 - 1999
General Mills 1995 - 1996
Miller Brewing Company 1994 - 1994
LaSalle Partners Limited 1991 - 1993
Skills
Consumer Products, Cross-functional Team..., Strategy, Brand Management, Analytics, Online Marketing, Product Development, Leadership, Management, Strategic Planning, Marketing, Sales Operations, Product Innovation, Mergers & Acquisitions, Analysis, Positioning, Customer Insight, Competitive Analysis
Education
Harvard Business School 1993 — 1995
MBA
Northwestern University 1987 — 1991
BA, Economics, Psychology
Big Heart Pet Brands (formerly Del Monte) May 2004 - Present
Brand New Brands August 2006 - January 2007
William Blair and Company October 2000 - March 2002
Pets.com July 1999 - August 2000
Clorox 1996 - 1999
General Mills 1995 - 1996
Miller Brewing Company 1994 - 1994
LaSalle Partners Limited 1991 - 1993
Skills
Consumer Products, Cross-functional Team..., Strategy, Brand Management, Analytics, Online Marketing, Product Development, Leadership, Management, Strategic Planning, Marketing, Sales Operations, Product Innovation, Mergers & Acquisitions, Analysis, Positioning, Customer Insight, Competitive Analysis
Education
Harvard Business School 1993 — 1995
MBA
Northwestern University 1987 — 1991
BA, Economics, Psychology
Ellyn Coyne Ellyn Coyne's William Blair and Company Experience 1999 - 2001
Job ETF Sales Trader at KCG Holdings
Industry Financial Services
Experience
KCG Holdings January 2014 - Present
Mom's Recommendation, LLC January 2013 - November 2014
Cantor Fitzgerald January 2012 - October 2012
NASDAQ OMX 2008 - 2010
BT Global Financial Services February 2007 - January 2008
NYSE Euronext 2006 - 2007
Archipelago 2001 - 2006
NYSE Arca 2001 - 2006
William Blair and Company 1999 - 2001
Deutsche Bank 1996 - 1998
Skills
Electronic Trading, Equities, Trading Systems, Market Data, Equity Trading, Trading, ETFs, Financial Markets, Options, Series 7, Derivatives, Series 63, Hedge Funds, Capital Markets, Financial Services, Equity Derivatives, Securities, Fixed Income, Asset Management, Investment Management, Bloomberg, Trading Strategies, Alternative Investments, FX Options, Commodity, Bonds, Emerging Markets, Mutual Funds
Education
Ferris State University
BS, Marketing
KCG Holdings January 2014 - Present
Mom's Recommendation, LLC January 2013 - November 2014
Cantor Fitzgerald January 2012 - October 2012
NASDAQ OMX 2008 - 2010
BT Global Financial Services February 2007 - January 2008
NYSE Euronext 2006 - 2007
Archipelago 2001 - 2006
NYSE Arca 2001 - 2006
William Blair and Company 1999 - 2001
Deutsche Bank 1996 - 1998
Skills
Electronic Trading, Equities, Trading Systems, Market Data, Equity Trading, Trading, ETFs, Financial Markets, Options, Series 7, Derivatives, Series 63, Hedge Funds, Capital Markets, Financial Services, Equity Derivatives, Securities, Fixed Income, Asset Management, Investment Management, Bloomberg, Trading Strategies, Alternative Investments, FX Options, Commodity, Bonds, Emerging Markets, Mutual Funds
Education
Ferris State University
BS, Marketing
Elliot Lauzen's William Blair and Company Experience June 2011 - June 2013
Job Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Altaris Capital Partners, LLC August 2013 - Present
William Blair and Company June 2011 - June 2013
Church Genetics Lab (Harvard Medical School) September 2005 - June 2009
Skills
Investment Banking, Asset Management, Financial Modeling, Mergers & Acquisitions, Genomics, Private Equity, Valuation, Financial Analysis, Commercialization, Portfolio Management, Biotechnology, Equities, Research, Medical Devices, Derivatives, Biomedical Engineering, Genetics, Capital Markets
Education
University of Southern California 2009 — 2011
M.S.
Harvard University 2005 — 2009
A.B.
Altaris Capital Partners, LLC August 2013 - Present
William Blair and Company June 2011 - June 2013
Church Genetics Lab (Harvard Medical School) September 2005 - June 2009
Skills
Investment Banking, Asset Management, Financial Modeling, Mergers & Acquisitions, Genomics, Private Equity, Valuation, Financial Analysis, Commercialization, Portfolio Management, Biotechnology, Equities, Research, Medical Devices, Derivatives, Biomedical Engineering, Genetics, Capital Markets
Education
University of Southern California 2009 — 2011
M.S.
Harvard University 2005 — 2009
A.B.
Neale Fisher Neale Fisher's William Blair and Company Experience December 2009 - March 2010
Job Director at Croft & Bender
Industry Investment Banking
Experience
Croft & Bender February 2010 - Present
Brookwood Hills Community Club January 2014 - Present
Fernbank Museum of Natural History November 2012 - Present
The Westminster Schools July 2010 - Present
Brookwood Hills Community Club January 2013 - December 2013
William Blair and Company December 2009 - March 2010
William Blair and Company July 2006 - December 2009
American Express January 2003 - June 2004
American Express June 2001 - December 2002
Mitchell Madison Group October 1999 - May 2001
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance and Accounting
Georgetown University 1995 — 1999
BA, Economics
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Economics History
Westminster
Croft & Bender February 2010 - Present
Brookwood Hills Community Club January 2014 - Present
Fernbank Museum of Natural History November 2012 - Present
The Westminster Schools July 2010 - Present
Brookwood Hills Community Club January 2013 - December 2013
William Blair and Company December 2009 - March 2010
William Blair and Company July 2006 - December 2009
American Express January 2003 - June 2004
American Express June 2001 - December 2002
Mitchell Madison Group October 1999 - May 2001
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance and Accounting
Georgetown University 1995 — 1999
BA, Economics
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Economics History
Westminster
Matt Kuznacic's William Blair and Company Experience September 2010 - Present
Job Sr. Project Manager at William Blair and Company
Industry Investment Management
Experience
William Blair and Company September 2010 - Present
William Blair and Company August 2009 - September 2010
William Blair and Company January 2008 - August 2009
William Blair and Company January 2007 - January 2008
William Blair and Company December 2005 - January 2007
Institutional Shareholder Services October 2004 - December 2005
Cash Works LLC January 2002 - October 2004
Skills
Hedge Funds, Equities, Investments
Education
Dickinson College 1998 — 2002
B.A., International Business & Management, Spanish
William Blair and Company September 2010 - Present
William Blair and Company August 2009 - September 2010
William Blair and Company January 2008 - August 2009
William Blair and Company January 2007 - January 2008
William Blair and Company December 2005 - January 2007
Institutional Shareholder Services October 2004 - December 2005
Cash Works LLC January 2002 - October 2004
Skills
Hedge Funds, Equities, Investments
Education
Dickinson College 1998 — 2002
B.A., International Business & Management, Spanish
Page Wagley Page Wagley's William Blair and Company Experience June 2009 - June 2011
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
UBS Investment Bank June 2015 - August 2015
JMI Equity July 2011 - June 2014
William Blair and Company June 2009 - June 2011
Citi January 2008 - April 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
BA, Economics, Art History
UBS Investment Bank June 2015 - August 2015
JMI Equity July 2011 - June 2014
William Blair and Company June 2009 - June 2011
Citi January 2008 - April 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
BA, Economics, Art History
Anne (Forde) Wahl Anne (Forde) Wahl's William Blair and Company Experience November 2006 - November 2011
Job Investment Manager Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company 2011 - Present
William Blair and Company November 2006 - November 2011
Education
DePauw University 2002 — 2006
BA, Economics
William Blair & Company 2011 - Present
William Blair and Company November 2006 - November 2011
Education
DePauw University 2002 — 2006
BA, Economics
Dan Germanotta Dan Germanotta's William Blair and Company Experience January 2006 - Present
Job Institutional Equity Associate at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company January 2006 - Present
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance, Strategic Management
Carroll University 2001 — 2005
William Blair and Company January 2006 - Present
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance, Strategic Management
Carroll University 2001 — 2005
Blake Pontius's William Blair and Company Experience August 2005 - Present
Job International Equity Specialist at William Blair and Company
Industry Investment Management
Experience
William Blair and Company August 2005 - Present
UBS Global Asset Management December 2003 - July 2005
Mercer Investment Consulting August 1997 - December 2003
Skills
Investments, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
M.B.A., Finance
Michigan State University 1993 — 1997
B.A., Economics
William Blair and Company August 2005 - Present
UBS Global Asset Management December 2003 - July 2005
Mercer Investment Consulting August 1997 - December 2003
Skills
Investments, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
M.B.A., Finance
Michigan State University 1993 — 1997
B.A., Economics
Jason Ader Jason Ader's William Blair and Company Experience September 2008 - Present
Job Analyst at William Blair and Company
Industry Financial Services
Experience
William Blair and Company September 2008 - Present
Thomas Weisel Partners March 2000 - September 2008
H.C. Wainwright August 1998 - February 2000
Advest, Inc. September 1997 - August 1998
Embassy of Israel 1992 - 1995
Skills
Equity Research, Sell Side, Equity Valuation, Equities, Bloomberg, Valuation, Series 7, Hedge Funds, Financial Modeling, Series 63, Alternative Investments, LBO, Investment Management, Capital Markets, Asset Allocation, Investment Banking, Financial Analysis, Asset Management, Investments, Portfolio Management, Private Equity, Trading
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
M.A.L.D., Communication and Media Studies
Duke University 1988 — 1992
A.B., Religion/Religious Studies
Ramaz School 1984 — 1988
William Blair and Company September 2008 - Present
Thomas Weisel Partners March 2000 - September 2008
H.C. Wainwright August 1998 - February 2000
Advest, Inc. September 1997 - August 1998
Embassy of Israel 1992 - 1995
Skills
Equity Research, Sell Side, Equity Valuation, Equities, Bloomberg, Valuation, Series 7, Hedge Funds, Financial Modeling, Series 63, Alternative Investments, LBO, Investment Management, Capital Markets, Asset Allocation, Investment Banking, Financial Analysis, Asset Management, Investments, Portfolio Management, Private Equity, Trading
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
M.A.L.D., Communication and Media Studies
Duke University 1988 — 1992
A.B., Religion/Religious Studies
Ramaz School 1984 — 1988
Joey Fischel's William Blair and Company Experience 2011 - Present
Job Associate Analyst at William Blair and Company
Industry Investment Management
Experience
William Blair and Company 2011 - Present
Guggenheim Partners June 2010 - August 2010
Vauban LLC July 2006 - August 2008
Digital Power Capital/ICx Technologies June 2004 - July 2006
Skills
Equities, Investments, Financial Modeling, Venture Capital, Valuation, Independent Thinking, Investment Management, Private Equity, Capital Markets, Strategy, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Northwestern University School of Law 2008 — 2011
JD
Columbia University in the City of New York 2000 — 2004
BA
William Blair and Company 2011 - Present
Guggenheim Partners June 2010 - August 2010
Vauban LLC July 2006 - August 2008
Digital Power Capital/ICx Technologies June 2004 - July 2006
Skills
Equities, Investments, Financial Modeling, Venture Capital, Valuation, Independent Thinking, Investment Management, Private Equity, Capital Markets, Strategy, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Northwestern University School of Law 2008 — 2011
JD
Columbia University in the City of New York 2000 — 2004
BA
Esther Berg's William Blair and Company Experience May 2009 - March 2012
Job
Industry Financial Services
Experience
US Bank March 2012 - Present
William Blair and Company May 2009 - March 2012
UBS March 2007 - June 2008
JPMorgan July 1998 - February 2007
Skills
Bonds, Investments, Valuation, Fixed Income, Capital Markets, Investment Banking, Structured Finance, Securities, Series 7, Public Finance, Derivatives, Financial Modeling, Bloomberg
Education
School of Oriental and African Studies, U. of London 1996 — 1997
MA
Georgetown University 1992 — 1996
Institut d'Etudes politiques de Paris 1994 — 1995
Junior Yr Abroad
US Bank March 2012 - Present
William Blair and Company May 2009 - March 2012
UBS March 2007 - June 2008
JPMorgan July 1998 - February 2007
Skills
Bonds, Investments, Valuation, Fixed Income, Capital Markets, Investment Banking, Structured Finance, Securities, Series 7, Public Finance, Derivatives, Financial Modeling, Bloomberg
Education
School of Oriental and African Studies, U. of London 1996 — 1997
MA
Georgetown University 1992 — 1996
Institut d'Etudes politiques de Paris 1994 — 1995
Junior Yr Abroad
Michelle Katauskas's William Blair and Company Experience 1999 - 2001
Job CCO/Director of Operations at Fairpointe Capital LLC
Industry Investment Management
Experience
Fairpointe Capital LLC June 2011 - Present
Optimum Investment Advisors October 2001 - May 2011
Advent Users Group 2004 - 2009
William Blair and Company 1999 - 2001
William Blair and Company 1998 - 1999
Wanger Asset Management 1996 - 1998
Skills
Investments, Asset Management, Securities, Hedge Funds, Alternative Investments, Equities, Fixed Income, Mutual Funds, Accounting, Portfolio Management, Wealth Management, Trading
Education
DePaul University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Fairpointe Capital LLC June 2011 - Present
Optimum Investment Advisors October 2001 - May 2011
Advent Users Group 2004 - 2009
William Blair and Company 1999 - 2001
William Blair and Company 1998 - 1999
Wanger Asset Management 1996 - 1998
Skills
Investments, Asset Management, Securities, Hedge Funds, Alternative Investments, Equities, Fixed Income, Mutual Funds, Accounting, Portfolio Management, Wealth Management, Trading
Education
DePaul University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Cindy Sands Primeau's William Blair and Company Experience September 2011 - November 2011
Job Global Information Research Manager at Abbott Labboratories
Industry Libraries
Experience
Abbott Labboratories April 2015 - Present
Abbott Laboratories November 2011 - Present
William Blair and Company September 2011 - November 2011
Independent Research Consultant 2009 - October 2011
DIAMOND MANAGEMENT & TECHNOLOGY CONSULTANTS June 2010 - December 2010
Freelancer April 2009 - May 2010
Energy BBDO January 1999 - October 2008
Energy BBDO January 1999 - October 2008
Skills
Competitive Analysis, Editing, Training, Research, Blogging, Management, Business Development, Analysis, New Business Development, Newsletters, Advertising, Knowledge Management, Marketing Communications, Integrated Marketing, Product Development
Education
Dominican University 1997 — 1998
Dominican University
Master, Library and Information Science
Eastern Michigan University
Bachelor of Science, Psychology
Abbott Labboratories April 2015 - Present
Abbott Laboratories November 2011 - Present
William Blair and Company September 2011 - November 2011
Independent Research Consultant 2009 - October 2011
DIAMOND MANAGEMENT & TECHNOLOGY CONSULTANTS June 2010 - December 2010
Freelancer April 2009 - May 2010
Energy BBDO January 1999 - October 2008
Energy BBDO January 1999 - October 2008
Skills
Competitive Analysis, Editing, Training, Research, Blogging, Management, Business Development, Analysis, New Business Development, Newsletters, Advertising, Knowledge Management, Marketing Communications, Integrated Marketing, Product Development
Education
Dominican University 1997 — 1998
Dominican University
Master, Library and Information Science
Eastern Michigan University
Bachelor of Science, Psychology
Karissa Aguilar's William Blair and Company Experience March 2006 - October 2014
Job Senior Business Analyst at HighTower Advisors
Industry Information Technology and Services
Experience
HighTower October 2014 - Present
William Blair and Company March 2006 - October 2014
Perficient Inc. 2004 - 2006
Wachovia Securities 2002 - 2006
Genisys Consulting Inc. 1998 - 2004
Illinois Department of Transportation 1998 - 2001
Skills
CRM, Project Management, SDLC, Business Analysis, Microsoft SQL Server, Business Intelligence, Data Warehousing, SQL, Software Development, .NET, ASP.NET, Requirements Analysis, Software Project..., SSIS, Program Management, LINQ, Systems Analysis
Education
Keller Graduate School of Management of DeVry University 1998 — 2002
Masters, Project Management specializing in Information Technology
De La Salle University 1992 — 1996
BS, Computer Science in Information Technology
HighTower October 2014 - Present
William Blair and Company March 2006 - October 2014
Perficient Inc. 2004 - 2006
Wachovia Securities 2002 - 2006
Genisys Consulting Inc. 1998 - 2004
Illinois Department of Transportation 1998 - 2001
Skills
CRM, Project Management, SDLC, Business Analysis, Microsoft SQL Server, Business Intelligence, Data Warehousing, SQL, Software Development, .NET, ASP.NET, Requirements Analysis, Software Project..., SSIS, Program Management, LINQ, Systems Analysis
Education
Keller Graduate School of Management of DeVry University 1998 — 2002
Masters, Project Management specializing in Information Technology
De La Salle University 1992 — 1996
BS, Computer Science in Information Technology
Beth Rose, CPA's William Blair and Company Experience November 2010 - March 2013
Job Real Estate Broker at Re/Max 1st Service
Industry Investment Banking
Experience
Re/Max 1st Service March 2013 - Present
William Blair and Company November 2010 - March 2013
KPMG LLP August 2005 - November 2010
Skills
Financial Analysis, Valuation, Due Diligence, Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Internal Controls, Equities, Sarbanes-Oxley Act, Finance, First Time Home Buyers, Residential Homes, Single Family Homes, Multi Family Properties, Short Sales, First Time Home Sellers, Assisting First Time..., Listing Homes, GAAP, Risk Management, Private Equity, Investment Banking, SEC filings, Financial Accounting, Mergers & Acquisitions, Investments, Asset Management, Real Estate, Auditing, Capital Markets, CPA, Portfolio Management, Business Valuation
Education
DePaul University
Bachelor of Science (B.S.), Accounting
Re/Max 1st Service March 2013 - Present
William Blair and Company November 2010 - March 2013
KPMG LLP August 2005 - November 2010
Skills
Financial Analysis, Valuation, Due Diligence, Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Internal Controls, Equities, Sarbanes-Oxley Act, Finance, First Time Home Buyers, Residential Homes, Single Family Homes, Multi Family Properties, Short Sales, First Time Home Sellers, Assisting First Time..., Listing Homes, GAAP, Risk Management, Private Equity, Investment Banking, SEC filings, Financial Accounting, Mergers & Acquisitions, Investments, Asset Management, Real Estate, Auditing, Capital Markets, CPA, Portfolio Management, Business Valuation
Education
DePaul University
Bachelor of Science (B.S.), Accounting
Jennifer Willson's William Blair and Company Experience January 1998 - January 2003
Job Managing Director at United Capital Financial Advisers
Industry Financial Services
Experience
Integrated Financial Management, Inc. January 2003 - Present
William Blair & Company January 1998 - January 2003
William Blair and Company January 1998 - January 2003
Education
Colgate University 1988 — 1992
Bachelor of Arts, Double Major--Philosophy and Religion
Culver Girls Academy 1985 — 1988
Integrated Financial Management, Inc. January 2003 - Present
William Blair & Company January 1998 - January 2003
William Blair and Company January 1998 - January 2003
Education
Colgate University 1988 — 1992
Bachelor of Arts, Double Major--Philosophy and Religion
Culver Girls Academy 1985 — 1988
Robert Tango's William Blair and Company Experience June 2000 - May 2004
Job Senior Investment Analyst at Stoneridge Investment Partners
Industry Financial Services
Experience
Stoneridge Investment Partners August 2015 - Present
Gilford Securities May 2012 - May 2015
Craig-Hallum Capital Group March 2011 - April 2012
Mission Global Advisors April 2009 - December 2009
Gartmore Global May 2006 - November 2008
Lazard Capital Markets May 2004 - October 2005
William Blair and Company June 2000 - May 2004
Skills
Equity Research, Equities, Investments, Series 7, Bloomberg, Hedge Funds, Valuation, Fixed Income, Investment Management, Securities, Investment Banking, Private Equity, Asset Management, Financial Analysis, Mutual Funds
Education
Boston College
B.S., Finance & Accounting
Stoneridge Investment Partners August 2015 - Present
Gilford Securities May 2012 - May 2015
Craig-Hallum Capital Group March 2011 - April 2012
Mission Global Advisors April 2009 - December 2009
Gartmore Global May 2006 - November 2008
Lazard Capital Markets May 2004 - October 2005
William Blair and Company June 2000 - May 2004
Skills
Equity Research, Equities, Investments, Series 7, Bloomberg, Hedge Funds, Valuation, Fixed Income, Investment Management, Securities, Investment Banking, Private Equity, Asset Management, Financial Analysis, Mutual Funds
Education
Boston College
B.S., Finance & Accounting
Larry Rothman's William Blair and Company Experience 1999 - 2001
Job Credit Analyst at Mergermarket/Debtwire
Industry Financial Services
Experience
Mergermarket/Debtwire February 2013 - Present
dealReporter January 2011 - July 2013
Debt Visions July 2007 - January 2011
Informa Global Markets 2002 - 2007
William Blair and Company 1999 - 2001
Miller Tabak Roberts Securities, LLC 1998 - 1999
Value Line 1993 - 1998
Skills
Equity Research, Capital Markets, Investments, Investor Relations, Finance, Hedge Funds, Valuation, Portfolio Management, Equities, Financial Markets, Bloomberg, Emerging Markets, Analysis, Financial Modeling, Fixed Income, Trading, Private Equity, Bonds, Asset Management, Economics, Derivatives, Financial Services, Bloomberg Terminal, IPO
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Mergermarket/Debtwire February 2013 - Present
dealReporter January 2011 - July 2013
Debt Visions July 2007 - January 2011
Informa Global Markets 2002 - 2007
William Blair and Company 1999 - 2001
Miller Tabak Roberts Securities, LLC 1998 - 1999
Value Line 1993 - 1998
Skills
Equity Research, Capital Markets, Investments, Investor Relations, Finance, Hedge Funds, Valuation, Portfolio Management, Equities, Financial Markets, Bloomberg, Emerging Markets, Analysis, Financial Modeling, Fixed Income, Trading, Private Equity, Bonds, Asset Management, Economics, Derivatives, Financial Services, Bloomberg Terminal, IPO
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Richard Gavel's William Blair and Company Experience July 2007 - August 2008
Job Senior Software Developer at Echo Global Logistics
Industry Computer Software
Experience
Echo Global Logistics October 2010 - Present
JP Morgan Chase 2009 - 2010
Catalyst Software Solutions July 2007 - May 2009
William Blair and Company July 2007 - August 2008
Charles Schwab January 2002 - May 2007
Cincinnati Financial Corporation March 1999 - August 2000
Dunn Solutions Group January 1997 - March 1999
Skills
JavaScript, Microsoft SQL Server, C#, .NET, Scrum, jQuery, SDLC, Agile Methodologies, Enterprise Architecture, Visual Studio, ASP.NET, Software Development, SQL, Software Project...
Education
Illinois Institute of Technology 1994 — 1996
BS, Computer Science
Moraine Valley Community College 1992 — 1994
Illinois Mathematics & Science Academy (IMSA) 1989 — 1991
Echo Global Logistics October 2010 - Present
JP Morgan Chase 2009 - 2010
Catalyst Software Solutions July 2007 - May 2009
William Blair and Company July 2007 - August 2008
Charles Schwab January 2002 - May 2007
Cincinnati Financial Corporation March 1999 - August 2000
Dunn Solutions Group January 1997 - March 1999
Skills
JavaScript, Microsoft SQL Server, C#, .NET, Scrum, jQuery, SDLC, Agile Methodologies, Enterprise Architecture, Visual Studio, ASP.NET, Software Development, SQL, Software Project...
Education
Illinois Institute of Technology 1994 — 1996
BS, Computer Science
Moraine Valley Community College 1992 — 1994
Illinois Mathematics & Science Academy (IMSA) 1989 — 1991
Steven Loman, CFA's William Blair and Company Experience March 2005 - October 2005
Job Investment Analyst at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners, LLC October 2008 - Present
Gresham Partners, LLC October 2005 - October 2008
William Blair and Company March 2005 - October 2005
Strattec Security Corporation June 2003 - March 2005
Skills
Investments, Hedge Funds, Due Diligence, Financial Analysis, Risk Management, Quantitative Analysis, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA
University of Wisconsin-Milwaukee 1999 — 2003
Bachelors
Gresham Partners, LLC October 2008 - Present
Gresham Partners, LLC October 2005 - October 2008
William Blair and Company March 2005 - October 2005
Strattec Security Corporation June 2003 - March 2005
Skills
Investments, Hedge Funds, Due Diligence, Financial Analysis, Risk Management, Quantitative Analysis, Wealth Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA
University of Wisconsin-Milwaukee 1999 — 2003
Bachelors
Stephanie Keenan's William Blair and Company Experience August 2010 - Present
Job Marketing Associate at William Blair and Company
Industry Investment Management
Experience
William Blair and Company August 2010 - Present
Ennis Knupp & Associates March 2009 - September 2010
William Blair & Company April 2007 - December 2008
CVS/Caremark April 2003 - April 2007
Skills
Marketing, Editing, Leadership, Management, Project Management, Analysis, Proposal Writing, Public Speaking
Education
Aveda Institute-Chicago 2013 — 2014
Cosmetology license, Cosmetology, Barber/Styling, and Nail Instructor
Bradley University 1998 — 2002
B.S., Social Work
William Blair and Company August 2010 - Present
Ennis Knupp & Associates March 2009 - September 2010
William Blair & Company April 2007 - December 2008
CVS/Caremark April 2003 - April 2007
Skills
Marketing, Editing, Leadership, Management, Project Management, Analysis, Proposal Writing, Public Speaking
Education
Aveda Institute-Chicago 2013 — 2014
Cosmetology license, Cosmetology, Barber/Styling, and Nail Instructor
Bradley University 1998 — 2002
B.S., Social Work
Jill Helenbrook's William Blair and Company Experience 2000 - 2001
Job Vice President at Walgreens Boots Alliance
Industry Information Technology and Services
Experience
Walgreens Boots Alliance February 2015 - Present
Walgreens 2013 - January 2015
Walgreens 2010 - 2013
JPMorgan Chase 2001 - 2010
William Blair and Company 2000 - 2001
Northern Trust 1993 - 2000
Skills
Business Analysis, Business Strategy, CRM, Management, Strategy, Project Planning, Risk Management, Financial Services, Integration, Healthcare, Financial Modeling, Team Management, Product Management, Business Development, Leadership, Vendor Management, Portfolio Management, Business Process, Product Development, Strategic Planning, Thought Leadership, Process Improvement, Finance, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
University of Dayton
Bachelor of Science (BS), Finance
Walgreens Boots Alliance February 2015 - Present
Walgreens 2013 - January 2015
Walgreens 2010 - 2013
JPMorgan Chase 2001 - 2010
William Blair and Company 2000 - 2001
Northern Trust 1993 - 2000
Skills
Business Analysis, Business Strategy, CRM, Management, Strategy, Project Planning, Risk Management, Financial Services, Integration, Healthcare, Financial Modeling, Team Management, Product Management, Business Development, Leadership, Vendor Management, Portfolio Management, Business Process, Product Development, Strategic Planning, Thought Leadership, Process Improvement, Finance, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
University of Dayton
Bachelor of Science (BS), Finance
Ron deVries's William Blair and Company Experience May 2008 - Present
Job VP Institutional Sales and Debt Capital Markets at William Blair and Company
Industry Capital Markets
Experience
William Blair and Company May 2008 - Present
Jefferies & Co December 2004 - September 2006
Bank one 1997 - 2004
Skills
Fixed Income, Equities, Capital Markets, Series 7, Series 63
Education
Illinois State University 1970 — 1977
William Blair and Company May 2008 - Present
Jefferies & Co December 2004 - September 2006
Bank one 1997 - 2004
Skills
Fixed Income, Equities, Capital Markets, Series 7, Series 63
Education
Illinois State University 1970 — 1977
Joseph Greenwood's William Blair and Company Experience June 2007 - April 2010
Job Partner Special Situations at Livingstone
Industry Investment Banking
Experience
Livingstone April 2010 - Present
William Blair and Company June 2007 - April 2010
Mesirow Financial Consulting July 2001 - July 2005
KPMG August 1998 - July 2001
Skills
Mergers, Restructuring, Banking, Business Planning, Business Valuation, Capital Raising, Chapter 11, Corporate Finance, Debt Restructuring, Due Diligence, Finance, Financial Modeling, Financial Services, Investment Banking, Investments, LBO, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Risk Management, Special Situations, Strategy, Valuation
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA
University of Wisconsin-Madison 1995 — 1998
BBA, Accounting
Livingstone April 2010 - Present
William Blair and Company June 2007 - April 2010
Mesirow Financial Consulting July 2001 - July 2005
KPMG August 1998 - July 2001
Skills
Mergers, Restructuring, Banking, Business Planning, Business Valuation, Capital Raising, Chapter 11, Corporate Finance, Debt Restructuring, Due Diligence, Finance, Financial Modeling, Financial Services, Investment Banking, Investments, LBO, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Risk Management, Special Situations, Strategy, Valuation
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA
University of Wisconsin-Madison 1995 — 1998
BBA, Accounting
Diana Rashkow's William Blair and Company Experience 2010 - 2010
Job Manager Corporate Finance at Groupon
Industry Investment Management
Experience
Groupon June 2015 - Present
Groupon May 2014 - May 2015
William Blair & Company September 2011 - May 2014
William Blair and Company 2010 - 2010
Bain & Company September 2008 - July 2009
Bain & Company July 2006 - August 2008
Civic Consulting Alliance January 2008 - May 2008
MacLean Vehicle Systems June 2005 - September 2005
Skills
Financial Modeling, Management Consulting, Strategy, Analytics, Competitive Analysis, Capital Markets, Business Strategy, Data Analysis, Financial Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Accounting, Finance, and Strategic Management
Dartmouth College 2001 — 2006
Bachelor of Engineering (B.E.), Mechanical Engineering
Latin School of Chicago
Groupon June 2015 - Present
Groupon May 2014 - May 2015
William Blair & Company September 2011 - May 2014
William Blair and Company 2010 - 2010
Bain & Company September 2008 - July 2009
Bain & Company July 2006 - August 2008
Civic Consulting Alliance January 2008 - May 2008
MacLean Vehicle Systems June 2005 - September 2005
Skills
Financial Modeling, Management Consulting, Strategy, Analytics, Competitive Analysis, Capital Markets, Business Strategy, Data Analysis, Financial Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Accounting, Finance, and Strategic Management
Dartmouth College 2001 — 2006
Bachelor of Engineering (B.E.), Mechanical Engineering
Latin School of Chicago
Bill Benton's William Blair and Company Experience June 1997 - Present
Job Partner at William Blair and Company
Industry Capital Markets
Experience
William Blair and Company June 1997 - Present
United States Cellular 1993 - 1995
May Department Stores 1993 - 1994
Monsanto 1991 - 1993
Education
Dartmouth College 1995 — 1997
MBA, Business
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
Oak Park and River Forest High School 1983 — 1987
William Blair and Company June 1997 - Present
United States Cellular 1993 - 1995
May Department Stores 1993 - 1994
Monsanto 1991 - 1993
Education
Dartmouth College 1995 — 1997
MBA, Business
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
Oak Park and River Forest High School 1983 — 1987
Matt Bral, CFA's William Blair and Company Experience 2004 - 2004
Job Senior Financial Services Representative | Princor Registered Representative | Investment Adviser Representative
Industry Financial Services
Experience
Principal Financial Group August 2010 - Present
Morgan Stanley Smith Barney 2004 - August 2010
William Blair and Company 2004 - 2004
Smith Barney 2002 - 2004
Skills
Asset Allocation, Deferred Compensation..., Estate Planning, Executive Benefits..., IRAs, Wealth Accumulation
Education
Drake University 2000 — 2004
BSBA, Finance
Principal Financial Group August 2010 - Present
Morgan Stanley Smith Barney 2004 - August 2010
William Blair and Company 2004 - 2004
Smith Barney 2002 - 2004
Skills
Asset Allocation, Deferred Compensation..., Estate Planning, Executive Benefits..., IRAs, Wealth Accumulation
Education
Drake University 2000 — 2004
BSBA, Finance
Matt Packard's William Blair and Company Experience May 2007 - Present
Job Equity Sales Trader at William Blair and Company
Industry Financial Services
Experience
William Blair and Company May 2007 - Present
Skills
Equities, Series 7, Securities, Portfolio Management, Bloomberg, Series 63
Education
Hartwick College 1988 — 1992
BA, Management
Lexington High School 1986 — 1988
William Blair and Company May 2007 - Present
Skills
Equities, Series 7, Securities, Portfolio Management, Bloomberg, Series 63
Education
Hartwick College 1988 — 1992
BA, Management
Lexington High School 1986 — 1988
Wally Radjenovic's William Blair and Company Experience July 2001 - December 2001
Job President, Northwestern Ohio Foam Products
Industry Building Materials
Experience
Northwestern Ohio Foam Products April 2005 - Present
Duff & Phelps Inc. January 2004 - March 2005
William Blair and Company July 2001 - December 2001
McDonald Investments 2000 - 2000
Invacare January 1994 - August 1998
Skills
Energy Efficiency, Investment Banking, Business Valuation, Strategic Planning, Valuation, Due Diligence, Portfolio Management, Team Building, Sales Management, Mergers & Acquisitions, Entrepreneurship, Mergers, Engineering, Green Building, Business Strategy, Financial Modeling, Private Equity, Corporate Development, Financial Analysis, New Business Development, Investments, Capital Markets, Thermal Insulation, Leadership, Venture Capital, Corporate Finance, Strategy
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Accounting, Entrepreneurship
Sapienza Università di Roma 1992 — 1993
Fulbright Scholarship, Engineering
Boston University 1988 — 1992
BS, Aerospace Engineering
Northwestern Ohio Foam Products April 2005 - Present
Duff & Phelps Inc. January 2004 - March 2005
William Blair and Company July 2001 - December 2001
McDonald Investments 2000 - 2000
Invacare January 1994 - August 1998
Skills
Energy Efficiency, Investment Banking, Business Valuation, Strategic Planning, Valuation, Due Diligence, Portfolio Management, Team Building, Sales Management, Mergers & Acquisitions, Entrepreneurship, Mergers, Engineering, Green Building, Business Strategy, Financial Modeling, Private Equity, Corporate Development, Financial Analysis, New Business Development, Investments, Capital Markets, Thermal Insulation, Leadership, Venture Capital, Corporate Finance, Strategy
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Accounting, Entrepreneurship
Sapienza Università di Roma 1992 — 1993
Fulbright Scholarship, Engineering
Boston University 1988 — 1992
BS, Aerospace Engineering
Jana Hendry's William Blair and Company Experience October 2005 - April 2008
Job Office Manager at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners August 2010 - Present
Vista Equity Partners May 2008 - August 2010
William Blair and Company October 2005 - April 2008
State of Nebraska August 2004 - September 2005
State of Nebraska May 2003 - August 2004
Lycee Dumont d'Urville October 2002 - April 2003
Education
Doane College 1998 — 2002
BA, English, French, Secondary Education
Vista Equity Partners August 2010 - Present
Vista Equity Partners May 2008 - August 2010
William Blair and Company October 2005 - April 2008
State of Nebraska August 2004 - September 2005
State of Nebraska May 2003 - August 2004
Lycee Dumont d'Urville October 2002 - April 2003
Education
Doane College 1998 — 2002
BA, English, French, Secondary Education
Caitlin (Sullivan) Berg, M.A., OTR's William Blair and Company Experience May 2004 - August 2007
Job Happiness Champion
Industry Health, Wellness and Fitness
Experience
Ubiquity Retirement + Savings June 2014 - Present
Occupational Therapy Training Program (OTTP) September 2013 - November 2013
Applied Ergonomics March 2013 - March 2013
California Pacific Medical Center June 2012 - August 2012
William Blair & Company September 2008 - August 2010
BuzzLogic June 2008 - August 2008
William Blair and Company May 2004 - August 2007
Payson Casters, Inc. June 2006 - August 2006
Skills
Marketing, Fundraising, Healthcare, Research, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Customer Service, Leadership, Rehabilitation
Education
University of Southern California 2011 — 2013
Master of Arts (M.A.), Occupational Therapy
Gonzaga University 2006 — 2008
Bachelor of Arts (B.A.), Political Science
Santa Clara University 2004 — 2006
Ubiquity Retirement + Savings June 2014 - Present
Occupational Therapy Training Program (OTTP) September 2013 - November 2013
Applied Ergonomics March 2013 - March 2013
California Pacific Medical Center June 2012 - August 2012
William Blair & Company September 2008 - August 2010
BuzzLogic June 2008 - August 2008
William Blair and Company May 2004 - August 2007
Payson Casters, Inc. June 2006 - August 2006
Skills
Marketing, Fundraising, Healthcare, Research, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Customer Service, Leadership, Rehabilitation
Education
University of Southern California 2011 — 2013
Master of Arts (M.A.), Occupational Therapy
Gonzaga University 2006 — 2008
Bachelor of Arts (B.A.), Political Science
Santa Clara University 2004 — 2006
Tony Danielak's William Blair and Company Experience July 2006 - June 2008
Job Vice President at Prairie Capital
Industry Venture Capital & Private Equity
Experience
Prairie Capital LP August 2008 - Present
William Blair and Company July 2006 - June 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Economics and Finance
Georgetown University 2002 — 2006
BA, American Studies
Loyola Academy 1998 — 2002
Prairie Capital LP August 2008 - Present
William Blair and Company July 2006 - June 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Economics and Finance
Georgetown University 2002 — 2006
BA, American Studies
Loyola Academy 1998 — 2002
Ann O'Connor's William Blair and Company Experience October 2011 - Present
Job Experienced in many phases of financial Industry
Industry Financial Services
Experience
William Blair and Company October 2011 - Present
William Blair & Company March 2002 - October 2011
Goldman Sachs October 1999 - November 2001
Goldman Sachs October 1997 - October 1999
Goldman Sachs December 1994 - October 1997
Skills
Financial Analysis, Bloomberg, Access, Equities, Business Analysis, Investment Banking, Data Analysis, Hedge Funds, Portfolio Management, Valuation, Equity Research, Asset Management, Investments
Education
Benedictine University 1981 — 1983
BA, Business & Economics
St. Gregory's 1979 — 1981
Assoc. Science, Social Studies
William Blair and Company October 2011 - Present
William Blair & Company March 2002 - October 2011
Goldman Sachs October 1999 - November 2001
Goldman Sachs October 1997 - October 1999
Goldman Sachs December 1994 - October 1997
Skills
Financial Analysis, Bloomberg, Access, Equities, Business Analysis, Investment Banking, Data Analysis, Hedge Funds, Portfolio Management, Valuation, Equity Research, Asset Management, Investments
Education
Benedictine University 1981 — 1983
BA, Business & Economics
St. Gregory's 1979 — 1981
Assoc. Science, Social Studies
Ashley Hemphill Netzky's William Blair and Company Experience March 2010 - Present
Job Research Manager, Investment Management at William Blair & Company
Industry Research
Experience
William Blair and Company March 2010 - Present
William Blair and Company June 1997 - February 2010
Putnam Investments August 1995 - June 1997
Education
Dartmouth College 1991 — 1995
Philosophy
William Blair and Company March 2010 - Present
William Blair and Company June 1997 - February 2010
Putnam Investments August 1995 - June 1997
Education
Dartmouth College 1991 — 1995
Philosophy
Amy Majernik-Herrmann's William Blair and Company Experience 2001 - 2005
Job Digital Marketing Expert
Industry Marketing and Advertising
Experience
North Park Partners, LLC May 2009 - Present
Benjamin Daniel Ventures May 2009 - Present
William Blair and Company 2001 - 2005
Heller Financial 1997 - 2001
Education
Denison University 1989 — 1993
BA, English
North Park Partners, LLC May 2009 - Present
Benjamin Daniel Ventures May 2009 - Present
William Blair and Company 2001 - 2005
Heller Financial 1997 - 2001
Education
Denison University 1989 — 1993
BA, English
Marshall Browning's William Blair and Company Experience June 2006 - December 2008
Job Business Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte November 2012 - Present
Elite Health Care May 2012 - November 2012
IIT, Lewis Department of Humanities December 2011 - May 2012
Abelson-Taylor 2012 - 2012
Illinois Institute of Technology January 2010 - December 2011
William Blair and Company June 2006 - December 2008
Gaia's Delights, Inc. July 2004 - June 2006
Mountain State Press November 2003 - March 2004
West Virginia University, Department of Athletics, Mountaineer Football January 2003 - May 2003
Visum, LLC September 2002 - December 2002
Skills
Technical Writing, Editing, Copy Editing, Research, Microsoft Office, Photoshop, Proofreading, Usability Testing, Social Media, PowerPoint, Instructional Design, InDesign, E-Learning, Blogging, Microsoft Excel, Web Design, HTML, Data Analysis, Microsoft Word, CSS, Omnigraffle, Axure
Education
Illinois Institute of Technology 2010 — 2011
Master of Science (M.S.), Technical Communication and Information Design, 4.0
West Virginia University 1998 — 2001
Bachelor of Arts, English
Deloitte November 2012 - Present
Elite Health Care May 2012 - November 2012
IIT, Lewis Department of Humanities December 2011 - May 2012
Abelson-Taylor 2012 - 2012
Illinois Institute of Technology January 2010 - December 2011
William Blair and Company June 2006 - December 2008
Gaia's Delights, Inc. July 2004 - June 2006
Mountain State Press November 2003 - March 2004
West Virginia University, Department of Athletics, Mountaineer Football January 2003 - May 2003
Visum, LLC September 2002 - December 2002
Skills
Technical Writing, Editing, Copy Editing, Research, Microsoft Office, Photoshop, Proofreading, Usability Testing, Social Media, PowerPoint, Instructional Design, InDesign, E-Learning, Blogging, Microsoft Excel, Web Design, HTML, Data Analysis, Microsoft Word, CSS, Omnigraffle, Axure
Education
Illinois Institute of Technology 2010 — 2011
Master of Science (M.S.), Technical Communication and Information Design, 4.0
West Virginia University 1998 — 2001
Bachelor of Arts, English
Neil O'Rourke's William Blair and Company Experience June 1995 - Present
Job Institutional Equity Trader at William Blair and Company
Industry Financial Services
Experience
William Blair and Company June 1995 - Present
Rodman & Renshaw August 1989 - May 1995
Skills
Series 7, Bloomberg, Investments, Financial Analysis, Risk Management, Financial Modeling, Equities, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Finance
Northern Illinois University 1985 — 1989
Bachelor of Science, Finance
William Blair and Company June 1995 - Present
Rodman & Renshaw August 1989 - May 1995
Skills
Series 7, Bloomberg, Investments, Financial Analysis, Risk Management, Financial Modeling, Equities, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Finance
Northern Illinois University 1985 — 1989
Bachelor of Science, Finance
Gary Curts's William Blair and Company Experience February 1985 - April 1990
Job Investment Administration Associate at JMG Financial Group, Oak Brook, Illinois
Industry Financial Services
Experience
Harris myCFO May 2010 - January 2014
Gresham Partners LLC March 2000 - May 2010
Lodestar Investment Counsel March 1998 - April 2000
William Blair Investment Management September 1993 - March 1998
Rothschild Securities Corp. April 1990 - September 1993
William Blair and Company February 1985 - April 1990
William Blair and Company January 1984 - February 1985
William Blair and Company February 1981 - January 1984
Skills
Trading, Portfolio Management, Asset Management, Investments, Accounting, Account Reconciliation, Management, Alternative Investments, Hedge Funds, Equities, Financial Analysis, Mutual Funds, Portfolio Performance..., Securities, Valuation, Financial Services, Strategic Financial...
Education
Ball State University 1973 — 1978
BA, German, French
Harris myCFO May 2010 - January 2014
Gresham Partners LLC March 2000 - May 2010
Lodestar Investment Counsel March 1998 - April 2000
William Blair Investment Management September 1993 - March 1998
Rothschild Securities Corp. April 1990 - September 1993
William Blair and Company February 1985 - April 1990
William Blair and Company January 1984 - February 1985
William Blair and Company February 1981 - January 1984
Skills
Trading, Portfolio Management, Asset Management, Investments, Accounting, Account Reconciliation, Management, Alternative Investments, Hedge Funds, Equities, Financial Analysis, Mutual Funds, Portfolio Performance..., Securities, Valuation, Financial Services, Strategic Financial...
Education
Ball State University 1973 — 1978
BA, German, French
Jon Andersen, CFA's William Blair and Company Experience January 2005 - Present
Job Principal (Partner) at William Blair and Company
Industry Investment Management
Experience
William Blair and Company January 2005 - Present
Accenture 1993 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Investments, Mergers, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading, Valuation, Venture Capital, Wealth Management
Education
University of Chicago 1998 — 1999
Master of Business Administration (MBA), Strategic Management, Finance, & Marketing
Colorado College
Bachelor of Arts (B.A.), Economics
Glenbrook South
William Blair and Company January 2005 - Present
Accenture 1993 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Investments, Mergers, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading, Valuation, Venture Capital, Wealth Management
Education
University of Chicago 1998 — 1999
Master of Business Administration (MBA), Strategic Management, Finance, & Marketing
Colorado College
Bachelor of Arts (B.A.), Economics
Glenbrook South
Alicia Forton's William Blair and Company Experience 2003 - Present
Job Research Librarian at William Blair and Company
Industry Financial Services
Experience
William Blair and Company 2003 - Present
Bank of America June 1994 - January 2003
Continental Bank August 1987 - June 1994
Skills
Factiva, OneSource, Dialog
Education
The University of Chicago 1985 — 1987
MLS, Library and Information Science
Hope College
BA, English, Ancient Civilizations
William Blair and Company 2003 - Present
Bank of America June 1994 - January 2003
Continental Bank August 1987 - June 1994
Skills
Factiva, OneSource, Dialog
Education
The University of Chicago 1985 — 1987
MLS, Library and Information Science
Hope College
BA, English, Ancient Civilizations
Trish Carlson's William Blair and Company Experience 2005 - 2008
Job Senior Associate
Industry Financial Services
Experience
Waud Capital Partners September 2011 - October 2012
Partners In Health June 2010 - June 2011
William Blair and Company 2005 - 2008
Education
Harvard Business School 2008 — 2010
MBA
Indiana University - Kelley School of Business 2001 — 2005
BS in Business, Finance
Waud Capital Partners September 2011 - October 2012
Partners In Health June 2010 - June 2011
William Blair and Company 2005 - 2008
Education
Harvard Business School 2008 — 2010
MBA
Indiana University - Kelley School of Business 2001 — 2005
BS in Business, Finance
Jo Ann Bennett's William Blair and Company Experience October 2005 - May 2009
Job Audience Marketing Specialist
Industry Accounting
Experience
Allured Business Media May 2015 - Present
Consulting Firm May 2009 - April 2011
DeVry Inc. November 2009 - June 2010
William Blair and Company October 2005 - May 2009
Deutsche Bank February 2005 - October 2005
CB Richard Ellis, Inc. April 2003 - April 2004
International Survey Research October 1997 - September 2002
Mack & Associates 1995 - 1997
Skills
Training, Analysis, Management, Visio, Market Research, Data Analysis, Project Management, Email Marketing, Budgets, Marketing, Time Management, Outlook, Microsoft Excel, Project Planning, PowerPoint, Newsletters, Adobe Acrobat, Organizational..., Talent Management
Education
DePaul University 2013 — 2013
Project Management Certificate, Project Management, A
Loyola University of Chicago 2002 — 2005
BA, Business Administration and Communications
Lake View High School
Liberal Arts and Sciences/Liberal Studies
Allured Business Media May 2015 - Present
Consulting Firm May 2009 - April 2011
DeVry Inc. November 2009 - June 2010
William Blair and Company October 2005 - May 2009
Deutsche Bank February 2005 - October 2005
CB Richard Ellis, Inc. April 2003 - April 2004
International Survey Research October 1997 - September 2002
Mack & Associates 1995 - 1997
Skills
Training, Analysis, Management, Visio, Market Research, Data Analysis, Project Management, Email Marketing, Budgets, Marketing, Time Management, Outlook, Microsoft Excel, Project Planning, PowerPoint, Newsletters, Adobe Acrobat, Organizational..., Talent Management
Education
DePaul University 2013 — 2013
Project Management Certificate, Project Management, A
Loyola University of Chicago 2002 — 2005
BA, Business Administration and Communications
Lake View High School
Liberal Arts and Sciences/Liberal Studies
Betty Jin's William Blair and Company Experience June 2011 - June 2012
Job International Expansion at Uber
Industry Information Technology and Services
Experience
GoGoVan 2014 - 2015
Uber September 2013 - September 2014
Uber Technologies June 2012 - September 2013
William Blair and Company June 2011 - June 2012
Business Insider July 2010 - September 2010
UrbanDaddy April 2010 - June 2010
Morgan Stanley January 2010 - March 2010
Skills
Excel, PowerPoint, Google Analytics, Photoshop, Mandarin, Data Analysis, Marketing, Microsoft Excel, Corporate Finance, Marketing Strategy, Business Development, Market Research, Social Media, Financial Modeling, Analysis
Education
Dartmouth College 2007 — 2011
B.A., English
Concord-Carlisle Regional High School 2003 — 2007
GoGoVan 2014 - 2015
Uber September 2013 - September 2014
Uber Technologies June 2012 - September 2013
William Blair and Company June 2011 - June 2012
Business Insider July 2010 - September 2010
UrbanDaddy April 2010 - June 2010
Morgan Stanley January 2010 - March 2010
Skills
Excel, PowerPoint, Google Analytics, Photoshop, Mandarin, Data Analysis, Marketing, Microsoft Excel, Corporate Finance, Marketing Strategy, Business Development, Market Research, Social Media, Financial Modeling, Analysis
Education
Dartmouth College 2007 — 2011
B.A., English
Concord-Carlisle Regional High School 2003 — 2007
Richard Watson, CFA's William Blair and Company Experience 2001 - 2005
Job Analyst at Wanger
Industry Investment Management
Experience
Columbia Wanger Asset Management 2005 - Present
William Blair and Company 2001 - 2005
Cowen and Company 2000 - 2001
Searle 1995 - 2000
Skills
Equity Research, Valuation, Strategy, Investment Banking, Equities, Bloomberg, Financial Modeling, Hedge Funds, Alternative Investments, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
State University of New York College at Plattsburgh 1987 — 1991
BS, Biochemistry
Columbia Wanger Asset Management 2005 - Present
William Blair and Company 2001 - 2005
Cowen and Company 2000 - 2001
Searle 1995 - 2000
Skills
Equity Research, Valuation, Strategy, Investment Banking, Equities, Bloomberg, Financial Modeling, Hedge Funds, Alternative Investments, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
State University of New York College at Plattsburgh 1987 — 1991
BS, Biochemistry
Mitch Marcus's William Blair and Company Experience 1996 - 2000
Job Senior Executive
Industry Consumer Goods
Experience
Orbitz Worldwide November 2012 - January 2013
Sara Lee Corporation October 2011 - July 2012
Sara Lee Corporation March 2009 - October 2011
Merrill Lynch 2005 - 2009
Goldman Sachs 2000 - 2005
William Blair and Company 1996 - 2000
Dewey Ballantine 1989 - 1994
Arthur Andersen 1985 - 1986
Skills
Mergers, Financial Modeling, Corporate Development, Corporate Finance, Private Equity, Divestitures, Due Diligence, Valuation, Capital Markets, M&A experience, Venture Capital, Investment Banking, Financial Analysis, Equities, Restructuring, Investments, Portfolio Management, Investor Relations, Asset Managment, Finance
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
The George Washington University Law School 1986 — 1989
JD, Law
Emory University 1981 — 1985
BBA, Accounting
Orbitz Worldwide November 2012 - January 2013
Sara Lee Corporation October 2011 - July 2012
Sara Lee Corporation March 2009 - October 2011
Merrill Lynch 2005 - 2009
Goldman Sachs 2000 - 2005
William Blair and Company 1996 - 2000
Dewey Ballantine 1989 - 1994
Arthur Andersen 1985 - 1986
Skills
Mergers, Financial Modeling, Corporate Development, Corporate Finance, Private Equity, Divestitures, Due Diligence, Valuation, Capital Markets, M&A experience, Venture Capital, Investment Banking, Financial Analysis, Equities, Restructuring, Investments, Portfolio Management, Investor Relations, Asset Managment, Finance
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
The George Washington University Law School 1986 — 1989
JD, Law
Emory University 1981 — 1985
BBA, Accounting
Brian Scullion, MD's William Blair and Company Experience 1999 - Present
Job Partner at William Blair
Industry Investment Banking
Experience
William Blair and Company 1999 - Present
Vida Healthcare 1997 - 1999
PacifiCare Health Systems 1996 - 1997
Rush Prudential Health Plan 1994 - 1996
Skills
Investment Banking, Mergers & Acquisitions, IPO, Healthcare Industry, Cross-border..., Corporate Finance, Valuation, Financial Modeling, Medical Devices, Biotechnology, Management, Follow-on Offerings, New Business Generation, Negotiation
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Stanford Medical School 1986 — 1991
Doctor of Medicine (M.D.), Medicine
Columbia University in the City of New York 1980 — 1984
Bachelor's Degree, Comparative Literature
William Blair and Company 1999 - Present
Vida Healthcare 1997 - 1999
PacifiCare Health Systems 1996 - 1997
Rush Prudential Health Plan 1994 - 1996
Skills
Investment Banking, Mergers & Acquisitions, IPO, Healthcare Industry, Cross-border..., Corporate Finance, Valuation, Financial Modeling, Medical Devices, Biotechnology, Management, Follow-on Offerings, New Business Generation, Negotiation
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Stanford Medical School 1986 — 1991
Doctor of Medicine (M.D.), Medicine
Columbia University in the City of New York 1980 — 1984
Bachelor's Degree, Comparative Literature
John Weidemoyer's William Blair and Company Experience 2004 - Present
Job Investment Analyst at William Blair and Company
Industry Financial Services
Experience
William Blair and Company 2004 - Present
Tellabs 1999 - 2003
Motorola 1997 - 1999
Westinghouse Electric Company 1995 - 1997
Tartan, Inc. 1989 - 1994
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance, Marketing
West Virginia Institute of Technology 1984 — 1988
BS, Computer Science
William Blair and Company 2004 - Present
Tellabs 1999 - 2003
Motorola 1997 - 1999
Westinghouse Electric Company 1995 - 1997
Tartan, Inc. 1989 - 1994
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance, Marketing
West Virginia Institute of Technology 1984 — 1988
BS, Computer Science
Michael Gaiden, CPA, CFA's William Blair and Company Experience 2001 - 2003
Job Analytics for Improved Decisions
Industry Investment Management
Experience
Robert W. Baird & Co. April 2011 - Present
Morningstar March 2010 - March 2011
Stark Investments June 2007 - November 2009
Ritchie Capital Management / Newberry Capital February 2003 - June 2007
William Blair and Company 2001 - 2003
divine interVentures, inc. 2000 - 2001
PricewaterhouseCoopers LLP July 1998 - March 2000
Skills
Financial Forecasting, Accounting, Internal Controls, Risk Management, Risk Assessment, Statistical Modeling, Scenario Analysis, Valuation, Due Diligence, Macroeconomics, Equities, Financial Modeling, Portfolio Management, Investments, Private Equity, Hedge Funds, Capital Markets, Financial Analysis, Finance, Bloomberg, Analysis, Strategy, Trading, Fixed Income, Equity Research, Management, Asset Management, Corporate Finance, Financial Risk, Securities, Mergers, Derivatives, Alternative Investments, Business Analysis, Investment Banking, Forecasting, Investment Management, Equity Valuation, Options, Hedging, Financial Markets, Analytics, Commodity, Bonds
Education
The University of Chicago 2003 — 2006
MBA with honors, Finance, Econometrics, Operations, and Marketing
DePaul University 1995 — 1998
Bachelor's Degree (Summa cum Laude), Accounting and Finance double-major
Robert W. Baird & Co. April 2011 - Present
Morningstar March 2010 - March 2011
Stark Investments June 2007 - November 2009
Ritchie Capital Management / Newberry Capital February 2003 - June 2007
William Blair and Company 2001 - 2003
divine interVentures, inc. 2000 - 2001
PricewaterhouseCoopers LLP July 1998 - March 2000
Skills
Financial Forecasting, Accounting, Internal Controls, Risk Management, Risk Assessment, Statistical Modeling, Scenario Analysis, Valuation, Due Diligence, Macroeconomics, Equities, Financial Modeling, Portfolio Management, Investments, Private Equity, Hedge Funds, Capital Markets, Financial Analysis, Finance, Bloomberg, Analysis, Strategy, Trading, Fixed Income, Equity Research, Management, Asset Management, Corporate Finance, Financial Risk, Securities, Mergers, Derivatives, Alternative Investments, Business Analysis, Investment Banking, Forecasting, Investment Management, Equity Valuation, Options, Hedging, Financial Markets, Analytics, Commodity, Bonds
Education
The University of Chicago 2003 — 2006
MBA with honors, Finance, Econometrics, Operations, and Marketing
DePaul University 1995 — 1998
Bachelor's Degree (Summa cum Laude), Accounting and Finance double-major
Russ Campion's William Blair and Company Experience Institutional Equity SalesWilliam Blair and CompanyJanuary 1990 - January 2007
Job Client Development at William Blair and Company
Industry Financial Services
Experience
William Blair and Company Institutional Equity SalesWilliam Blair and CompanyJanuary 1990 - January 2007
Education
Dartmouth College 1976 — 1979
BA, Government
Dartmouth College
Bachelor of Arts (B.A.)
William Blair and Company Institutional Equity SalesWilliam Blair and CompanyJanuary 1990 - January 2007
Education
Dartmouth College 1976 — 1979
BA, Government
Dartmouth College
Bachelor of Arts (B.A.)
Scot Tyson's William Blair and Company Experience January 1998 - January 2005
Job Investment Advisor at Geneva Investment Management
Industry Financial Services
Experience
Geneva Investment Management January 2005 - Present
William Blair and Company January 1998 - January 2005
Harris Bank January 1992 - January 1998
Jenner & Block June 1990 - June 1991
Sonnenschein Nath & Rosenthal LLP August 1986 - June 1990
Skills
Asset Management
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance and Organizational Behavior
Cornell Law School 1983 — 1986
JD
Arizona State University 1980 — 1983
BA, Business Administration
Geneva Investment Management January 2005 - Present
William Blair and Company January 1998 - January 2005
Harris Bank January 1992 - January 1998
Jenner & Block June 1990 - June 1991
Sonnenschein Nath & Rosenthal LLP August 1986 - June 1990
Skills
Asset Management
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance and Organizational Behavior
Cornell Law School 1983 — 1986
JD
Arizona State University 1980 — 1983
BA, Business Administration
Charles Watson's William Blair and Company Experience January 2010 - Present
Job Managing Director, Financial Sponsors Group, William Blair & Company
Industry Investment Banking
Experience
William Blair and Company January 2010 - Present
MBL Advisors Inc. 2009 - 2009
Wachovia Securities February 2003 - August 2008
Wachovia Securities June 1997 - February 2003
KPMG Corporate Finance May 1995 - June 1997
Arthur Andersen September 1990 - September 1992
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate, Investments
Furman University 1986 — 1990
BA, Accounting
William Blair and Company January 2010 - Present
MBL Advisors Inc. 2009 - 2009
Wachovia Securities February 2003 - August 2008
Wachovia Securities June 1997 - February 2003
KPMG Corporate Finance May 1995 - June 1997
Arthur Andersen September 1990 - September 1992
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate, Investments
Furman University 1986 — 1990
BA, Accounting
Dan Tunstall's William Blair and Company Experience February 2007 - March 2009
Job Special Projects at Millennium Trust in Oak Brook, IL
Industry Information Technology and Services
Experience
Millennium Trust Company January 2013 - Present
William Blair and Company February 2007 - March 2009
William Blair & Co February 2007 - March 2009
Coldwell Banker January 2006 - December 2006
Columbia Management Group January 1999 - October 2006
Bank Of America January 1995 - January 2005
Education
Illinois State University
Ivy Tech
Prairie State College
Millennium Trust Company January 2013 - Present
William Blair and Company February 2007 - March 2009
William Blair & Co February 2007 - March 2009
Coldwell Banker January 2006 - December 2006
Columbia Management Group January 1999 - October 2006
Bank Of America January 1995 - January 2005
Education
Illinois State University
Ivy Tech
Prairie State College
Chris O'Hara's William Blair and Company Experience June 2005 - Present
Job Healthcare Analyst at William Blair and Company
Industry Investment Management
Experience
William Blair and Company June 2005 - Present
Principal Global Investors 2004 - 2005
Banc of America Investments 2000 - 2004
Sigma Aldrich 1998 - 1999
Washington University School of Medicine 1992 - 1998
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Equity Research, Hedge Funds, Investments, Asset Management, Bloomberg, Capital Markets
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Finance
Purdue University 1987 — 1992
PhD, Neurosciences
Hillsdale College 1984 — 1987
BA, Biology/French
Lake Shore High School 1980 — 1983
High School
William Blair and Company June 2005 - Present
Principal Global Investors 2004 - 2005
Banc of America Investments 2000 - 2004
Sigma Aldrich 1998 - 1999
Washington University School of Medicine 1992 - 1998
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Equity Research, Hedge Funds, Investments, Asset Management, Bloomberg, Capital Markets
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Finance
Purdue University 1987 — 1992
PhD, Neurosciences
Hillsdale College 1984 — 1987
BA, Biology/French
Lake Shore High School 1980 — 1983
High School
Jennifer McHale's William Blair and Company Experience June 2005 - Present
Job Compliance Examiner at William Blair and Company
Industry Financial Services
Experience
William Blair and Company June 2005 - Present
Charles Schwab November 2002 - May 2005
Skills
Series 7, Series 63, Securities, Compliance
Education
Illinois State University 1984 — 1989
BS, Economics
High School
William Blair and Company June 2005 - Present
Charles Schwab November 2002 - May 2005
Skills
Series 7, Series 63, Securities, Compliance
Education
Illinois State University 1984 — 1989
BS, Economics
High School
Brett Paschke's William Blair and Company Experience 1997 - Present
Job Head of Equity Capital Markets at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company 1997 - Present
Barents Group of KPMG January 1993 - September 1995
Goldman Sachs August 1990 - July 1992
Skills
Mergers & Acquisitions, Investments, Finance, Financial Modeling, Private Equity, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Management
Education
Harvard Business School 1996 — 1997
MBA
Princeton University 1986 — 1990
AB, Politics
North Canton Hoover High School 1982 — 1986
William Blair and Company 1997 - Present
Barents Group of KPMG January 1993 - September 1995
Goldman Sachs August 1990 - July 1992
Skills
Mergers & Acquisitions, Investments, Finance, Financial Modeling, Private Equity, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Management
Education
Harvard Business School 1996 — 1997
MBA
Princeton University 1986 — 1990
AB, Politics
North Canton Hoover High School 1982 — 1986
Tim Gottfried, CFA's William Blair and Company Experience 2006 - 2008
Job Assistant Treasurer at CDW
Industry Venture Capital & Private Equity
Experience
CDW 2014 - Present
CDW LLC 2010 - 2014
The Bridgehouse Group 2009 - 2010
Cerberus Capital Management 2008 - 2009
William Blair and Company 2006 - 2008
Deloitte 2004 - 2006
Mesirow Financial 2001 - 2004
JPMorgan Chase & Co. 1999 - 2001
US Navy 1992 - 1997
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Corporate Finance, Investment Banking, Venture Capital, Financial Analysis, Investments, Capital Markets, Equities, Due Diligence, Portfolio Management, Strategy, Asset Management, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA
Georgia Institute of Technology 1988 — 1992
BS
CDW 2014 - Present
CDW LLC 2010 - 2014
The Bridgehouse Group 2009 - 2010
Cerberus Capital Management 2008 - 2009
William Blair and Company 2006 - 2008
Deloitte 2004 - 2006
Mesirow Financial 2001 - 2004
JPMorgan Chase & Co. 1999 - 2001
US Navy 1992 - 1997
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Corporate Finance, Investment Banking, Venture Capital, Financial Analysis, Investments, Capital Markets, Equities, Due Diligence, Portfolio Management, Strategy, Asset Management, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA
Georgia Institute of Technology 1988 — 1992
BS
Kelli Pirtle's William Blair and Company Experience June 2010 - August 2011
Job MPP Candidate at University of Chicago Harris School of Public Policy
Industry Financial Services
Experience
Federal Reserve Bank of Chicago August 2014 - August 2015
Federal Reserve Bank of Chicago September 2011 - August 2014
William Blair and Company June 2010 - August 2011
Skills
Financial Modeling, Credit Risk, Financial Analysis, Valuation, Microsoft Office, Analysis, Investment Banking, Corporate Finance, Finance, Research, Data Analysis
Education
Harris School of Public Policy at the University of Chicago 2015 — 2017
Master of Public Policy
Spelman College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Federal Reserve Bank of Chicago August 2014 - August 2015
Federal Reserve Bank of Chicago September 2011 - August 2014
William Blair and Company June 2010 - August 2011
Skills
Financial Modeling, Credit Risk, Financial Analysis, Valuation, Microsoft Office, Analysis, Investment Banking, Corporate Finance, Finance, Research, Data Analysis
Education
Harris School of Public Policy at the University of Chicago 2015 — 2017
Master of Public Policy
Spelman College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Ryan Katzman's William Blair and Company Experience September 2011 - December 2011
Job DevOps Engineer
Industry Capital Markets
Experience
Consolidated Trading July 2013 - Present
Belvedere Trading, LLC April 2012 - April 2013
vAuto December 2011 - April 2012
William Blair and Company September 2011 - December 2011
Knox College Data Center September 2009 - November 2010
Telamon March 2007 - August 2009
Skills
SQL, Trading, Salesforce.com, Analytics, Economics, Networking, Electronic Trading, Microsoft Excel, Regressions, Database Management, Statistical Modeling, Mathematica, Stata, ANOVA, CRM software, Capital IQ, Leveraged Finance, Econometrics, Relational Databases, Trading Systems, Technical Writing, Citrix, Windows Services, Windows 7, Corporate Finance, SAP, Active Directory, Powershell, Windows Server, Scrum, Agile Project Management, Splunk, FIX, Perl, SCCM, Salesforce.com..., Java, Databases, C#, Linux System..., Options Strategies, Algorithm Design, Amazon Web Services..., Linux, Microsoft Office, Data Analysis, PowerPoint, Cloud Computing, CentOS, Programming
Education
Knox College 2008 — 2010
Economics, Business/Finance
College of DuPage 2006 — 2008
Consolidated Trading July 2013 - Present
Belvedere Trading, LLC April 2012 - April 2013
vAuto December 2011 - April 2012
William Blair and Company September 2011 - December 2011
Knox College Data Center September 2009 - November 2010
Telamon March 2007 - August 2009
Skills
SQL, Trading, Salesforce.com, Analytics, Economics, Networking, Electronic Trading, Microsoft Excel, Regressions, Database Management, Statistical Modeling, Mathematica, Stata, ANOVA, CRM software, Capital IQ, Leveraged Finance, Econometrics, Relational Databases, Trading Systems, Technical Writing, Citrix, Windows Services, Windows 7, Corporate Finance, SAP, Active Directory, Powershell, Windows Server, Scrum, Agile Project Management, Splunk, FIX, Perl, SCCM, Salesforce.com..., Java, Databases, C#, Linux System..., Options Strategies, Algorithm Design, Amazon Web Services..., Linux, Microsoft Office, Data Analysis, PowerPoint, Cloud Computing, CentOS, Programming
Education
Knox College 2008 — 2010
Economics, Business/Finance
College of DuPage 2006 — 2008
Chris Malone's William Blair and Company Experience 2009 - 2011
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Clearlake Capital Group May 2014 - August 2014
RLJ Equity Partners 2011 - 2013
William Blair and Company 2009 - 2011
Credit Suisse 2007 - 2009
Education
Harvard Business School 2013 — 2015
MBA
Hampton University
BS
Clearlake Capital Group May 2014 - August 2014
RLJ Equity Partners 2011 - 2013
William Blair and Company 2009 - 2011
Credit Suisse 2007 - 2009
Education
Harvard Business School 2013 — 2015
MBA
Hampton University
BS
Mario Brillantes's William Blair and Company Experience October 2001 - July 2005
Job Investment Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2013 - Present
UBS Global Asset Management March 2011 - March 2013
Oak Ridge Investments October 2006 - March 2011
HFR Asset Management August 2005 - September 2006
William Blair and Company October 2001 - July 2005
Skills
Valuation, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Performance Measurement, Fund Accounting, Project Planning, Project Coordination, Project Execution, Fund Of Funds, Corporate Actions, Separately Managed..., Asset Managment, Project Management, Alternative Investments
Education
DePaul University 1999 — 2001
BS, Finance
Wheaton Academy 1995 — 1997
Northern Trust March 2013 - Present
UBS Global Asset Management March 2011 - March 2013
Oak Ridge Investments October 2006 - March 2011
HFR Asset Management August 2005 - September 2006
William Blair and Company October 2001 - July 2005
Skills
Valuation, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Performance Measurement, Fund Accounting, Project Planning, Project Coordination, Project Execution, Fund Of Funds, Corporate Actions, Separately Managed..., Asset Managment, Project Management, Alternative Investments
Education
DePaul University 1999 — 2001
BS, Finance
Wheaton Academy 1995 — 1997
Jessica Kromer's William Blair and Company Experience January 2010 - July 2013
Job Securities Operations Analyst at Janus Capital Group
Industry Insurance
Experience
Janus Capital Group August 2013 - Present
William Blair and Company January 2010 - July 2013
CNA June 2007 - August 2009
CNA June 2007 - August 2009
CNA August 2007 - June 2009
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Business Administration, Investment Management, Banking Concentrations
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A, Finance, International Business Certificate
Vienna University of Economics and Business Administration 2006 — 2006
Janus Capital Group August 2013 - Present
William Blair and Company January 2010 - July 2013
CNA June 2007 - August 2009
CNA June 2007 - August 2009
CNA August 2007 - June 2009
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Business Administration, Investment Management, Banking Concentrations
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A, Finance, International Business Certificate
Vienna University of Economics and Business Administration 2006 — 2006
Krissy Metcalf's William Blair and Company Experience March 2001 - Present
Job Equity Trade Settlements at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company March 2001 - Present
Education
Albion College 1990 — 1994
BA, Speech Communications
William Blair and Company March 2001 - Present
Education
Albion College 1990 — 1994
BA, Speech Communications
Vestina Ambrazaitiene's William Blair and Company Experience September 2010 - June 2011
Job Fund Accountant at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2011 - Present
William Blair and Company September 2010 - June 2011
UMB Fund Services November 2006 - May 2010
Skills
Equities, Mutual Funds, Accounting, Account Reconciliation, Fixed Income, Financial Analysis, Portfolio Management
Education
Concordia University-Wisconsin 2005 — 2007
MBA, Finance
Northern Trust July 2011 - Present
William Blair and Company September 2010 - June 2011
UMB Fund Services November 2006 - May 2010
Skills
Equities, Mutual Funds, Accounting, Account Reconciliation, Fixed Income, Financial Analysis, Portfolio Management
Education
Concordia University-Wisconsin 2005 — 2007
MBA, Finance
Perry S. Meyers's William Blair and Company Experience May 2011 - October 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Lincoln Financial Advisors October 2012 - March 2015
William Blair and Company May 2011 - October 2012
Chase Investment Services Corp. March 2010 - April 2011
E*TRADE Financial August 2009 - March 2010
Lincoln Financial Advisors April 2004 - August 2009
Skills
Investments, Series 7, Series 63
Education
Florida State University 1998 — 1998
MS
University of Illinois at Urbana-Champaign 1993 — 1997
BS
Fidelity Investments March 2015 - Present
Lincoln Financial Advisors October 2012 - March 2015
William Blair and Company May 2011 - October 2012
Chase Investment Services Corp. March 2010 - April 2011
E*TRADE Financial August 2009 - March 2010
Lincoln Financial Advisors April 2004 - August 2009
Skills
Investments, Series 7, Series 63
Education
Florida State University 1998 — 1998
MS
University of Illinois at Urbana-Champaign 1993 — 1997
BS
Amy Danner's William Blair and Company Experience May 2004 - February 2010
Job Director at KPMG
Industry Financial Services
Experience
KPMG US August 2015 - Present
Capco February 2010 - August 2015
William Blair and Company May 2004 - February 2010
JPMorgan Chase March 2001 - May 2004
Skills
Securities, Fixed Income, Project Management, Business Analysis, Equities, Equity Derivatives, FX Options, FX, Operations, Dodd-Frank, Derivatives, Vendor Management, Business Process..., Business Requirements, Financial Services, Back Office, Middle Office, Investment Management, Wealth Management, Trading, Settlement, Business Process..., Management Consulting, Trading Systems, Capital Markets, Bloomberg, Bonds, Asset Management, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, Economics
Creighton University 1996 — 2000
BA, History
KPMG US August 2015 - Present
Capco February 2010 - August 2015
William Blair and Company May 2004 - February 2010
JPMorgan Chase March 2001 - May 2004
Skills
Securities, Fixed Income, Project Management, Business Analysis, Equities, Equity Derivatives, FX Options, FX, Operations, Dodd-Frank, Derivatives, Vendor Management, Business Process..., Business Requirements, Financial Services, Back Office, Middle Office, Investment Management, Wealth Management, Trading, Settlement, Business Process..., Management Consulting, Trading Systems, Capital Markets, Bloomberg, Bonds, Asset Management, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, Economics
Creighton University 1996 — 2000
BA, History
Christopher Spahr's William Blair and Company Experience August 1994 - February 2013
Job Managing Principal at Meadow Lane Capital LLC
Industry Investment Banking
Experience
Meadow Lane Capital March 2014 - Present
AHR Growth Partners April 2015 - Present
Partnership Capital Growth February 2013 - March 2014
William Blair and Company August 1994 - February 2013
Goldman Sachs August 1989 - June 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, General
Cornell University 1985 — 1989
BA, History, College Scholar Program
Meadow Lane Capital March 2014 - Present
AHR Growth Partners April 2015 - Present
Partnership Capital Growth February 2013 - March 2014
William Blair and Company August 1994 - February 2013
Goldman Sachs August 1989 - June 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, General
Cornell University 1985 — 1989
BA, History, College Scholar Program
Lauren Fleming's William Blair and Company Experience February 1999 - June 2000
Job Marketing Director at Tyson Foods
Industry Food & Beverages
Experience
Tyson Foods June 2014 - Present
PepsiCo Chicago February 2011 - June 2014
PepsiCo Chicago January 2010 - May 2011
PepsiCo Chicago February 2009 - January 2010
PepsiCo Chicago May 2008 - February 2009
PepsiCo Chicago July 2006 - May 2008
PepsiCo Chicago May 2005 - July 2006
Bain & Company October 2002 - January 2005
William Blair and Company February 1999 - June 2000
Vector Securities June 1996 - February 1999
Skills
Marketing Research, Customer Insight, Segmentation, Brand Equity, Consumer Products, Brand Management, Marketing
Education
Harvard Business School 2000 — 2002
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
BBA, Business
Tyson Foods June 2014 - Present
PepsiCo Chicago February 2011 - June 2014
PepsiCo Chicago January 2010 - May 2011
PepsiCo Chicago February 2009 - January 2010
PepsiCo Chicago May 2008 - February 2009
PepsiCo Chicago July 2006 - May 2008
PepsiCo Chicago May 2005 - July 2006
Bain & Company October 2002 - January 2005
William Blair and Company February 1999 - June 2000
Vector Securities June 1996 - February 1999
Skills
Marketing Research, Customer Insight, Segmentation, Brand Equity, Consumer Products, Brand Management, Marketing
Education
Harvard Business School 2000 — 2002
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
BBA, Business
Jeff Bergstein's William Blair and Company Experience 1998 - 2000
Job V.P.
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
Aurora Investment Management March 2013 - May 2015
Aurora Investment Management May 2011 - March 2013
Northern Trust June 2006 - April 2011
Atlantic Trust 2001 - 2006
William Blair and Company 1998 - 2000
Skills
Asset Allocation, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Asset Managment
Education
East Carolina University - College of Business 1992 — 1993
MBA, 1993
Ball State University 1988 — 1992
BS, Finance
Northern Trust Corporation June 2015 - Present
Aurora Investment Management March 2013 - May 2015
Aurora Investment Management May 2011 - March 2013
Northern Trust June 2006 - April 2011
Atlantic Trust 2001 - 2006
William Blair and Company 1998 - 2000
Skills
Asset Allocation, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equities, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Asset Managment
Education
East Carolina University - College of Business 1992 — 1993
MBA, 1993
Ball State University 1988 — 1992
BS, Finance
Jamie Lane's William Blair and Company Experience 2000 - March 2011
Job Financial and Legal Services Expert
Industry Financial Services
Experience
Dold for Congress 2014 January 2014 - January 2015
J.P. Morgan Private Wealth Management June 2013 - October 2013
Bernstein Global Wealth Management September 2012 - March 2013
Avondale Partners July 2011 - March 2012
William Blair and Company 2000 - March 2011
Katten Muchin Rosenman LLP 1996 - 2000
Skills
Finance, Investments, Financial Services, Banking, Tax, Series 7, Equities, Corporate Law, Criminal Law, Securities Litigation, Asset Management, Series 63, Series 65, Wealth Management, Estate Planning, Alternative Investments, Equity Research, Capital Markets, Securities, Hedge Funds, Mutual Funds, Valuation, Investment Management, Financial Advisory, Strategy, Asset Allocation, Private Equity, Portfolio Management, Financial Modeling
Education
Northwestern University School of Law 1993 — 1996
JD, Law, Manga Cum Laude
Colgate University 1987 — 1991
BA, Political Science, Economics
New Trier High School 1983 — 1987
Dold for Congress 2014 January 2014 - January 2015
J.P. Morgan Private Wealth Management June 2013 - October 2013
Bernstein Global Wealth Management September 2012 - March 2013
Avondale Partners July 2011 - March 2012
William Blair and Company 2000 - March 2011
Katten Muchin Rosenman LLP 1996 - 2000
Skills
Finance, Investments, Financial Services, Banking, Tax, Series 7, Equities, Corporate Law, Criminal Law, Securities Litigation, Asset Management, Series 63, Series 65, Wealth Management, Estate Planning, Alternative Investments, Equity Research, Capital Markets, Securities, Hedge Funds, Mutual Funds, Valuation, Investment Management, Financial Advisory, Strategy, Asset Allocation, Private Equity, Portfolio Management, Financial Modeling
Education
Northwestern University School of Law 1993 — 1996
JD, Law, Manga Cum Laude
Colgate University 1987 — 1991
BA, Political Science, Economics
New Trier High School 1983 — 1987
Edward Viglietta's William Blair and Company Experience 2007 - 2012
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Gartner Invest 2013 - 2015
William Blair and Company 2007 - 2012
Cowen and Company April 2000 - December 2006
First Union Securities 1999 - 2000
Josephthal & Co., 1996 - 1999
Skills
Equity Research, Series 7, Equities, Sell Side, Series 63, Bloomberg, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equity Sales, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1995
MBA, Finance / Marketing
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Master's degree, Real Estate / Finance
Clarkson University 1985 — 1989
B.S., Finance / Economics
bay shore high school
Morgan Stanley August 2015 - Present
Gartner Invest 2013 - 2015
William Blair and Company 2007 - 2012
Cowen and Company April 2000 - December 2006
First Union Securities 1999 - 2000
Josephthal & Co., 1996 - 1999
Skills
Equity Research, Series 7, Equities, Sell Side, Series 63, Bloomberg, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equity Sales, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1995
MBA, Finance / Marketing
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Master's degree, Real Estate / Finance
Clarkson University 1985 — 1989
B.S., Finance / Economics
bay shore high school
Aubrey Jacknow's William Blair and Company Experience March 2008 - March 2013
Job Marketing Associate at William Blair and Company
Industry Investment Banking
Experience
Once Upon a Playday June 2014 - Present
William Blair and Company March 2008 - March 2013
Education
Columbia College Chicago 2002 — 2006
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management
Once Upon a Playday June 2014 - Present
William Blair and Company March 2008 - March 2013
Education
Columbia College Chicago 2002 — 2006
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management
Anabella Rojas's William Blair and Company Experience April 2011 - August 2011
Job Graduate Assistant Entrepreneurship Department at DePaul University
Industry Financial Services
Experience
DePaul University September 2014 - Present
The San Jose Group October 2013 - August 2014
DePaul University April 2012 - June 2013
DePaul CEO Club (Collegiate Entrepreneurs' Organization) April 2012 - June 2013
Northwestern University June 2012 - August 2012
DePaul University June 2011 - June 2012
William Blair and Company April 2011 - August 2011
DePaul University April 2010 - June 2011
La Sorbonne July 2010 - August 2010
Skills
Spanish, Marketing, French, Perceptual Mapping, Marketing Strategy, Social Media, Microsoft Office, Public Speaking, Market Research, Social Networking, Entrepreneurship, Event Planning, Social Entrepreneurship, Leadership, Teamwork, Highly detail oriented, Marketing Research, Data Analysis, Time Management, Research, Fundraising
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Science (MS), Finance, General
DePaul University 2009 — 2013
Bachelors of Science, Major: Marketing Honors. Minors: International Business and French, GPA 3.73
St. Stephen's School -Rome 2008 — 2009
Post-Graduate Year Studies, High School/Secondary Diplomas and Certificates
Academia Merici - Venezuela 1997 — 2008
High School
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (MS), Finance, General
DePaul University September 2014 - Present
The San Jose Group October 2013 - August 2014
DePaul University April 2012 - June 2013
DePaul CEO Club (Collegiate Entrepreneurs' Organization) April 2012 - June 2013
Northwestern University June 2012 - August 2012
DePaul University June 2011 - June 2012
William Blair and Company April 2011 - August 2011
DePaul University April 2010 - June 2011
La Sorbonne July 2010 - August 2010
Skills
Spanish, Marketing, French, Perceptual Mapping, Marketing Strategy, Social Media, Microsoft Office, Public Speaking, Market Research, Social Networking, Entrepreneurship, Event Planning, Social Entrepreneurship, Leadership, Teamwork, Highly detail oriented, Marketing Research, Data Analysis, Time Management, Research, Fundraising
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master of Science (MS), Finance, General
DePaul University 2009 — 2013
Bachelors of Science, Major: Marketing Honors. Minors: International Business and French, GPA 3.73
St. Stephen's School -Rome 2008 — 2009
Post-Graduate Year Studies, High School/Secondary Diplomas and Certificates
Academia Merici - Venezuela 1997 — 2008
High School
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (MS), Finance, General
Cheryl LaFreniere's William Blair and Company Experience March 1998 - October 2005
Job APX Implementation Consultant
Industry Financial Services
Experience
Edgilent, a division of Vertical Trail LLC January 2012 - Present
Mesirow Financial October 2005 - September 2011
William Blair and Company March 1998 - October 2005
Access Financial Group April 1994 - March 1998
Skills
Software Implementation, Portfolio Reporting, Securities, Investment Management, Asset Managment, Equities, Series 7, Wealth Management, Investments, Financial Services, Mutual Funds, Financial Markets, Business Analysis, Asset Management, Portfolio Management, Fixed Income, Electronic Trading, Trading Systems
Education
Illinois State University
Edgilent, a division of Vertical Trail LLC January 2012 - Present
Mesirow Financial October 2005 - September 2011
William Blair and Company March 1998 - October 2005
Access Financial Group April 1994 - March 1998
Skills
Software Implementation, Portfolio Reporting, Securities, Investment Management, Asset Managment, Equities, Series 7, Wealth Management, Investments, Financial Services, Mutual Funds, Financial Markets, Business Analysis, Asset Management, Portfolio Management, Fixed Income, Electronic Trading, Trading Systems
Education
Illinois State University
Nita Prasad's William Blair and Company Experience June 2005 - June 2007
Job Senior Researcher, Harvard Business School
Industry Research
Experience
TRANZACT (Portfolio company of VSS) July 2009 - March 2012
Veronis Suhler Stevenson July 2007 - July 2009
William Blair and Company June 2005 - June 2007
Skills
Customer Acquisition, Investments, Analytics, Mergers & Acquisitions, Corporate Development, Start-ups, Private Equity, Financial Modeling, Valuation, Entrepreneurship
Education
Harvard Business School
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance & Entrepreneurship
TRANZACT (Portfolio company of VSS) July 2009 - March 2012
Veronis Suhler Stevenson July 2007 - July 2009
William Blair and Company June 2005 - June 2007
Skills
Customer Acquisition, Investments, Analytics, Mergers & Acquisitions, Corporate Development, Start-ups, Private Equity, Financial Modeling, Valuation, Entrepreneurship
Education
Harvard Business School
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance & Entrepreneurship
Sarah Shizas's William Blair and Company Experience May 2015 - Present
Job Equity Research Associate
Industry Research
Experience
William Blair and Company May 2015 - Present
Bank of Montreal July 2011 - May 2015
Eli Lilly and Company June 2010 - August 2010
UBS Wealth Management October 2009 - December 2009
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Credit Analysis
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
William Blair and Company May 2015 - Present
Bank of Montreal July 2011 - May 2015
Eli Lilly and Company June 2010 - August 2010
UBS Wealth Management October 2009 - December 2009
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Credit Analysis
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.