William Blair
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. Headquarters: Chicago, IL Assets under management: 93.4 billion USD (December 2017) Number of employees: 1,400 Founder: William M. Blair Founded: January 8, 1935 Executives: John R. Ettelson (CEO, President),
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William Blair Employees
William Blair November 2013 - Present
EY January 2006 - November 2013
Education
Northern Illinois University 2004 — 2005
Master's degree, Accounting
Augustana College 2000 — 2004
Bachelor of Arts (BA), Accounting and Business/Management
William Blair March 2015 - Present
China Construction Bank (Asia) Corporation Ltd. July 2014 - August 2014
Guosen Securities July 2013 - August 2013
Bank of China May 2013 - July 2013
Sunward Intelligent Equipment Co., Ltd. May 2012 - August 2012
HECHANG MACHINERY MANUFACTURING CO., LTD. June 2011 - September 2011
Skills
Investments, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Matlab, Teamwork, Access, PowerPoint, Research, Event Planning, Customer Service, Public Speaking, Management, Social Media, Financial Analysis
Education
Marquette University 2013 — 2016
B.S.B.A, Finance; International Business, 3.8/4.0
Hunan University 2011 — 2012
Bachelor's degree, Finance
OFS Management September 2014 - Present
William Blair and Company June 2011 - August 2014
William Blair May 2009 - August 2010
Skills
Investment Banking, Financial Modeling, Due Diligence, Capital Markets, Investments, Mergers & Acquisitions, Finance
Education
University of Michigan 2007 — 2011
BS, Economics, Financial Mathematics
New Trier High School 2003 — 2007
AbbVie April 2015 - Present
AbbVie April 2013 - April 2015
Bulkmatic Transport Company October 2012 - April 2013
William Blair December 2009 - October 2012
Abbott Laboratories 2008 - February 2010
Abbott Laboratories 2001 - 2008
Skills
Due Diligence, Data Analysis, Research, Cross-functional Team..., Financial Modeling
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Finance & Health Enterprise Management
University of Wisconsin-Madison 1999 — 2001
Masters, Chemistry
Saint Louis University 1995 — 1999
Bachelors, Chemistry
William Blair October 2015 - Present
William Blair and Company July 2011 - Present
Mesirow Financial May 2007 - April 2011
Morningstar, Inc September 2004 - May 2007
Skills
Asset Management, Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Equity Research, Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Economics
University of Notre Dame
BA, Economics, French
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
William Blair June 2012 - August 2012
American Chamber of Commerce in Shanghai December 2011 - June 2012
William Blair May 2011 - August 2011
State of Iowa, Office of the Governor January 2009 - July 2009
Skills
Financial Analysis, Emerging Markets, International Business, Politics, Public Policy, Leadership, Social Networking, Mandarin, Mergers & Acquisitions, Data Analysis, Financial Modeling, Public Speaking
Education
Hopkins-Nanjing Center 2013 — 2014
Graduate Studies Certificate
University of Iowa 2009 — 2013
B.S. Economics
East China Normal University 2011 — 2012
Chinese Language
Morningstar August 2011 - Present
Credit Agricole CIB 2010 - 2011
William Blair 2005 - 2008
Mesirow Financial 2002 - 2005
Scudder Kemper Investments 1999 - 2002
Skills
Equities, Bloomberg, Valuation, Investment Management, Financial Modeling, Equity Research, DCF, Asset Management, Investments, Morningstar Direct, Portfolio Management, Equity Valuation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting & Org. Behavior
University of Wisconsin-Madison 1995 — 1999
BS, Economics
Yoga May 2015 - Present
Eddie Bauer March 2014 - Present
Northern Trust December 2012 - July 2013
Navistar Inc May 2011 - November 2012
Nuveen Investments October 2009 - May 2011
William Blair October 2005 - December 2008
Skills
Visio, MS Project, SharePoint, CRM, Access, XML, Microsoft Excel, Outlook, PowerPoint, VBA, SQL, Microsoft Word, Clarity, SDLC, Business Analysis, Cross-functional Team..., PMO, Requirements Analysis, Integration, IT Strategy, Project Management, Databases, Vendor Management, Management, Agile Methodologies, Microsoft Project, Consulting, Process Improvement
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Master's Degree, Natural Resources and Environmental Sciences
Michigan State University
Bachelor's Degree, Medical Technology
JoDee Weis Pilates March 2014 - Present
Soulistic Studio & Spa October 2010 - November 2013
Body Endeavors April 2011 - December 2012
William Blair September 2006 - October 2010
Duff and Phelps June 2004 - September 2006
Skills
Pilates, Fitness Training, Fitness Instruction, Personal Training
Education
University of San Diego 2000 — 2003
Bachelor of Science (B.S.), Business
Frost Bank December 2012 - Present
Crossfield Capital Ventures January 2012 - December 2012
Lord Abbett & Co May 2005 - August 2011
JP Morgan Asset Management November 1998 - May 2005
Fleming Asset Management 1998 - 2001
William Blair February 1996 - June 1998
Skills
Detailed forecasting of..., Successful track record, Significant experience..., Analysis of US Economic..., Portfolio Management, Equity Research Analysis, Valuation, Healthcare, Business Services, Technology, Forecasting, Asset Managment, Equities, Economic Modeling, Business Development, Strategic Thinking, Growing Accounts, FactSet, Chartered Financial..., Financial Modeling, Financial Analysis, Stock Picking, Securities, Asset Management, Mutual Funds, Due Diligence, Strategy
Education
Princeton University 1991 — 1994
MS, Aerospace Engineering
Rensselaer Polytechnic Institute 1988 — 1991
BS, Aerospace Engineering
Harvard High School
William Blair February 2015 - Present
Self-Employed August 2013 - March 2015
ArjoHuntleigh March 2010 - May 2013
ArjoHuntleigh March 2009 - March 2010
Aspen Marketing Group April 2008 - March 2009
Aspen Marketing Services November 2006 - April 2008
Skills
CFA Candidate, Financial Reporting, Accounting, Forecasting, Cash Flow Forecasting, Finance, Managerial Finance, Strategic Financial..., Financial Accounting, Pivot Tables, Microsoft Excel, Budgets, VBA, Macros, Market Pricing, Bond Pricing, Portfolio Management
Education
University of Iowa 2002 — 2006
BS, Economics - Tippie College of Business
William Blair September 2015 - Present
Aurora Investment Management November 2014 - Present
DePaul University March 2015 - Present
City of Chicago June 2014 - August 2014
DePaul University January 2014 - June 2014
Dynamic Coatings, Inc June 2012 - August 2012
Skills
Leadership, Economics, Volunteer Management, Research, Business Development, Hedge Funds, Event Planning, Community Outreach, Fundraising, Public Speaking, Volunteer Recruiting, Social Media, Spanish, Volunteer Training, Nonprofits, Social Networking, Community Development, Program Development, Non-profit Volunteer, Community Organizing
Education
DePaul University 2012 — 2016
Business Economics
Plainfield Central High Scool 2008 — 2012
William Blair January 2015 - Present
Eddie Fieg Design & Illustration August 2010 - Present
Chicago Shakespeare Theater December 2013 - January 2015
Kehoe Designs November 2013 - December 2013
Bradford Allen Realty Services January 2012 - October 2013
Discover Financial Services August 2010 - August 2011
Financial Managers Society, Inc November 2010 - March 2011
Sigler Printing September 2006 - July 2009
Skills
Adobe Acrobat, Dreamweaver, Extensis Suitcase, Illustrator, InDesign, Microsoft Office, Photoshop, Pitstop, QuarkXPress, XHTML, CSS, Typography, Brochures, Graphic Design, Creative Strategy, Creative Services, Layout, Marketing, Advertising, Graphics, Packaging, Catalogs
Education
Columbia College Chicago 2011 — 2014
Bachelor of Fine Arts, Graphic Design, 3.9 GPA
Des Moines Area Community College 2003 — 2006
Associate in Applied Science, Graphic Design, 3.5 GPA
William Blair March 2015 - Present
Merrill Corporation - Legal Solutions April 2014 - March 2015
Urban Oasis October 2013 - March 2014
KidsTLC August 2013 - December 2013
KidsTLC December 2012 - July 2013
KidsTLC September 2012 - January 2013
Liquid 9 June 2012 - September 2012
Little Apple Productions January 2012 - May 2012
Wildcat Watch January 2011 - May 2012
Kansas State University August 2011 - December 2011
Skills
Video Editing, Writing, Creative Writing, Final Cut Pro, Video Production, InDesign, Photoshop, Microsoft Office, Digital Media, Social Media, Communication, Illustrator, Marketing Communications, Television, Public Speaking, Customer Service, Social Networking, Microsoft Excel
Education
Kansas State University 2008 — 2012
Bachelor of Science (B.S.), Broadcast Journalism and Digital Media, Minor in Leadership Studies, Senior
Olathe East High School 2005 — 2008
A.Q. Miller School of Journalism and Mass Communication
Bachelor of Science (B.S.), Broadcast Journalism and Digital Media
Spillers Group October 2013 - Present
Private Social October 2012 - June 2013
Wolfgang Puck 560 October 2011 - October 2012
Jewel Events January 2006 - January 2011
William Blair January 2010 - November 2010
Skills
Meeting Planning, Leadership, Corporate Events, Event Management, Catering, Hospitality, Administrative..., Customer Service, Microsoft Office, Calendars, Fundraising, PowerPoint, Public Speaking, Microsoft Excel, Volunteer Management, Leadership Development, Community Outreach, Event Planning, Team Building
Education
Moody Bible Institute 2005 — 2009
BA, Biblical Studies
Pursuing Master’s DegreeDallas Theological Seminary
MA CE, Educational Leadership and Administration, General
Northern Trust Corporation March 2015 - Present
Currently open to new opportunities, Pearce Consulting Group January 2015 - March 2015
Nuveen Investments March 2014 - January 2015
Northern Trust Global Investments January 2012 - April 2014
Northern Trust Global Investments February 2011 - September 2012
William Blair & Company, LLC November 2009 - January 2010
William Blair June 2006 - November 2009
William Blair November 2005 - June 2006
William Blair & Company November 2005 - May 2006
Iowa Grain Company August 2004 - November 2005
Skills
Asset Managment, Portfolio Management, Investments, Equities, Financial Analysis, Financial Modeling, Securities, Derivatives, Risk Management, Fixed Income, SDLC, Project Management, Series 7, Trading Systems, Investment Strategies, Strategy, Middle Office, Investment Management, Business Strategy, Strategic Planning, Process Improvement, Integration, SQL, Vendor Management, Databases, Business Analysis, Technical Analysis, Asset Management, Finance, Analysis, Program Management, Valuation, Management, Bloomberg, Mergers & Acquisitions, Options, Business Planning, Business Process..., IT Strategy, Equity Derivatives, Business Intelligence, Oracle, Business Requirements, Management Consulting, Financial Markets, Trading, Mutual Funds, Financial Services, Entrepreneurship, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2010
Masters, Business Administration; Management
Benedictine University 2001 — 2005
BBA, Finance, Accounting
Lockport Township High School 2000 — 2001
General
Marist, Chicago 1997 — 2000
General
Owen Scholastic Academy: 8247 South Christiana Ave, Chicago, IL 60652 : 1987 – 1997 1987 — 1997
A+
Goldman Sachs March 2014 - Present
William Blair June 2012 - March 2014
JMI Equity September 2011 - March 2012
Education
University of California, San Diego 2008 — 2012
B.Sc, Management Science, Accounting
N Magazine 2010 - Present
Lola 41, Pazzo & Lola Burger December 2012 - Present
The Nantucket Project June 2011 - October 2012
Plum TV 2005 - 2010
William Blair 1999 - 2004
Skills
Fundraising, Public Relations, Social Media Marketing, Event Management, Social Media, Advertising, Marketing Strategy, Digital Media, Advertising Sales, Magazines
Education
Denison University 1991 — 1995
Bachelor's degree, Biology/Pre-Med
Steinco July 2005 - Present
William Blair May 2004 - July 2005
Bear Stearns June 2003 - May 2004
H&R Block Financial Advisors May 2001 - June 2003
Skills
Finance, Investments, Asset Management, Management, Due Diligence, Portfolio Management, Sales, Executive Management, Securities, Venture Capital, Analysis, Asset Managment, Business Strategy, Credit, Derivatives, Financial Advisory, Financial Modeling, Financial Analysis, Human Resources, Insurance, Investment Banking, Investment Properties, Investment Strategies
Education
Miami University 1997 — 2001
BS, Finance, Management Information Systems
Wayzata High School 1994 — 1997
Morgan Stanley April 2013 - Present
William Blair 1996 - 2013
Merrill Lynch 1993 - 1996
Lehman Brothers 1988 - 1993
Montgomery Securities 1986 - 1988
Skills
Equities
Education
Thunderbird School of Global Management 1984 — 1986
MBA
Sweet Briar College
Bachelor’s Degree
Lauridsen Group, Inc. September 2009 - Present
Lauridsen Group, Inc. June 2005 - June 2007
William Blair July 2003 - June 2005
Education
Harvard Business School 2007 — 2009
MBA
Cornell University 2000 — 2003
BS
Culver Academies 1996 — 1999
High School
William Blair January 2012 - Present
William Blair June 2008 - December 2011
Education
North Central College 2009 — 2011
Bachelor's Degree, Entrepreneurship and Small Business Management
University of Arizona 2006 — 2009
Business Administration, Management and Operations
William Blair February 2008 - Present
TransUnion April 2005 - February 2008
Software Architects 2003 - 2005
Education
The University of Chicago 2014 — 2016
Master of Science in Analytics
University of Iowa 1997 — 2001
Bachelors, Management Information Systems
Adrienne Eltink, Inc. December 2014 - Present
Intouch Solutions August 2013 - November 2014
Digitas April 2010 - July 2013
Designkitchen April 2007 - April 2010
William Blair April 2003 - March 2007
Interbrand September 1999 - June 2002
High Museum of Art September 1998 - September 1999
Skills
Digital Strategy, Brand Architecture, Marketing Strategy, Integrated Marketing, Customer Insight
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Marketing, Strategy
Emory University 1994 — 1998
BBA, Marketing
Emory University - Goizueta Business School 1994 — 1998
BBA, Marketing
John Cabot University 1997 — 1997
Lynbrook High School
William Blair August 2010 - Present
Edward Jones September 2008 - July 2010
Goldman Sachs July 2004 - July 2008
Education
Indiana University Bloomington 2000 — 2004
William Blair 2007 - Present
Education
St. Norbert College 1999 — 2003
William Blair January 2004 - Present
William Blair and Company 2004 - Present
William Blair and Company 2001 - 2004
William Blair and Company 1995 - 2000
CS First Boston May 1991 - May 1995
Skills
Series 7, Equities, Financial Modeling, Portfolio Management, Valuation, Investments, Series 63, Alternative Investments, Asset Managment, Securities, Hedge Funds, Financial Analysis
Education
Indiana University Bloomington 1987 — 1991
BS, Marketing
Indiana University Bloomington 1987 — 1991
Bachelor of Science (BS), Marketing
Strategy&, part of the PwC network January 2013 - Present
Lazard December 2011 - December 2012
UBS Investment Bank September 2010 - September 2011
Citigroup May 2004 - August 2010
GE Capital 2000 - 2004
William Blair 1998 - 2000
AAM Company 1995 - 1998
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Equities, Series 24, Series 7, Series 63, Chartered Financial..., Structured Finance, Mergers & Acquisitions, Financial Services, Portfolio Management, Banking, Capital Markets
Education
CFA Institute 1996 — 1998
CFA, CFA
University of Colorado Boulder 1990 — 1995
Bachelor, Finance
Robert W. Baird & Co. April 2012 - Present
William Blair June 2010 - April 2012
Robert W. Baird 2002 - May 2010
Education
University of Notre Dame 1995 — 1999
Catalyst magazine May 2011 - Present
Photic Love January 2009 - Present
Intermountain Financial Group October 2007 - February 2009
MTM Technologies January 2006 - January 2007
William Blair April 2005 - June 2006
DePaul October 2002 - June 2004
Seagull Pottery February 1999 - February 2002
Skills
Writing, Editing, Social Media, Event Planning, Fundraising, Problem Solving, Video Editing, Public Speaking, Music, Creative Writing, Newsletters, Blogging, Social Networking, Video, Film, Copy Editing, Video Production, Advertising, Adobe Creative Suite, Final Cut Pro, Writers, Copywriting, Editorial, Illustrator, Multimedia, Screenwriting, Contemporary Art, Nonprofits, Television
Education
DePaul University 2002 — 2004
M.A., Writing
University of North Carolina at Asheville 1993 — 1998
Bachelor of Fine Art, Metal and Ceramic Sculpture
Sarah Lawrence College 1992 — 1993
transferred, undeclared
Evercore ISI November 2014 - Present
Nine Wells Capital Management May 2014 - June 2014
Columbia Business School January 2013 - May 2014
Tyrian Investments October 2013 - April 2014
William Blair July 2007 - December 2012
CIT Group July 2006 - May 2007
Skills
Financial Modeling, Capital Markets, Equities, Private Equity, Due Diligence, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Investment Management, Leveraged Finance, Financial Analysis, Finance
Education
Columbia Business School 2013 — 2014
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
William Blair August 2015 - Present
Mercer Investment Consulting 2007 - Present
Mercer January 2007 - August 2015
Skills
Asset Allocation, Asset Management, Bloomberg, Investment Management, Alternative Investments, Investments, Valuation, Financial Analysis, Equities, Portfolio Management, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2002 — 2006
B.S, Marketing
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor's degree, Business Administration - Marketing
William Blair 2008 - Present
Computing Solutions September 2001 - Present
Hamilton Investments 2007 - 2012
Original Media 2002 - 2009
Liquid Thinking 2000 - 2001
Skills
Project Management, Strategic Planning, Web Design, Web Development, New Business Development, MySQL, SQL, Microsoft Office, Microsoft SQL Server, Customer Service, Windows, XML, Team Building, Photoshop, Sales Management
Education
State University of New York College at Oneonta 1980 — 1984
Philosophy
Lawrence HS 1976 — 1980
High School Diploma
Versare Ltd. 2012 - Present
Independent Contractor August 2008 - Present
Trimedia Marketing Resources November 2010 - January 2013
Northwestern University 2006 - 2008
William Blair 1997 - 2001
Katten Muchin Rosenman LLP 1992 - 1997
Skills
Market Research, Research, Higher Education, Social Media, Competitive Intelligence, Leadership, Public Speaking, Team Building, Team Leadership, Nonprofits, Management, Change Management, Teaching, Creative Writing, Qualitative Research, Recruiting, Budgets, Business Development, Data Analysis, Grant Writing, Telecommunications, Marketing, Training, Social Networking, Strategy, Public Relations, Editing, Program Management, Strategic Planning, Program Development, Project Planning, Project Management, Event Planning, Start-ups, Management Consulting, Survey Design, Email Marketing
Education
Northwestern University 2006 — 2008
Masters, Communications
Northeastern Illinois University
Bachelor of Arts (B.A.), Special Education and Teaching
Deutsche Asset Management February 2014 - Present
William Blair June 2010 - February 2014
Van Kampen July 2006 - June 2010
Morgan Stanley 2006 - 2008
Merrill Lynch 1998 - 2006
Skills
Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Series 7, Series 63, Series 66, Certified Investment..., Mutual Funds, Separately Managed..., Uniform Combined State..., Relationship Management, Fixed Income, Equities, Hedge Funds, Securities, Investment Advisory, Series 65, Insurance
Education
The College of New Jersey 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Box August 2013 - Present
William Blair June 2011 - June 2013
Deloitte & Touche June 2010 - August 2010
Equilar January 2010 - May 2010
Cal Performances October 2009 - December 2009
Cisco Systems January 2009 - January 2009
SuccessFactors June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Investment Banking, Microsoft Office, Valuation, Capital IQ, Business Strategy, Product Marketing, SaaS, Mergers & Acquisitions, Corporate Finance, Competitive Analysis, Buy-side, Strategy, Strategic Planning, Due Diligence, Microsoft Excel, PowerPoint, Bloomberg, Marketing Strategy, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Music
American Energy Products Company April 2014 - Present
n/a May 2013 - Present
JS & Associates January 2012 - April 2013
Ubidyne, Inc January 2009 - December 2011
Albion Financial Group September 2008 - November 2009
China Business Ventures, Inc 1993 - 2008
William Blair 1992 - 1992
DigiCom Computers, Inc September 1986 - June 1991
Shanghai State-owned Computer Company July 1984 - July 1986
Skills
Business Development, Due Diligence, Project Management, Competitive Analysis, Start-ups, Business Strategy, New Business Development, Entrepreneurship, Telecommunications, Leadership, Management, Analysis, Strategic Planning, Wireless, Strategic Partnerships
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
UH School of Law, Modesto, CA 2005 — 2008
3rd year correspondence law student pursuing a J.D in, Law
Shanghai Jiao Tong University 1980 — 1984
B.S, EE and Computer Science
Shanghai Shixi High School
AAR CORP. 2013 - Present
Motorola July 2012 - December 2012
William Blair March 2012 - June 2012
Advanced Technology Solutions January 2012 - March 2012
Advanced Technology Solutions April 2011 - July 2011
Advanced Technology Solutions April 2011 - July 2011
Abbott September 2010 - April 2011
Condell Medical November 2008 - November 2008
JDA eHealth Inc December 2005 - March 2006
AIU University August 2005 - November 2005
Skills
Windows XP, Windows 7, Technical Support, Servers, Team Building, Troubleshooting, Software Installation, VPN, Active Directory
Education
Triton-College
Electronics Technology
BDT & Company March 2014 - Present
Goldman Sachs July 2012 - February 2014
Goldman Sachs July 2011 - July 2012
Goldman Sachs June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
William Blair May 2008 - July 2008
Skills
Series 7, Series 63, Series 55, Series 3, Series 79
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Highland Park Highschool 2003 — 2007
Citadel Investment Group May 2012 - Present
William Blair December 2011 - May 2012
Crofton on Wells June 2011 - December 2011
UBS July 2010 - August 2010
Henning Carey Trading June 2008 - August 2008
Northwestern Memorial Hospital June 2007 - August 2007
Henning Carey Trading June 2006 - August 2006
Skills
Excel, Public Speaking, PowerPoint, Microsoft Office, Strategic Planning, Investments, Financial Analysis, Microsoft Excel, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General