William Blair & 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 & Company Employees
Employee
Years
Job
Industry
Evan McDuffie Evan McDuffie's William Blair & Company Experience January 2015 - Present
Job Public Finance Analyst
Industry Investment Banking
Experience
William Blair & Company January 2015 - Present
MetLife October 2013 - December 2014
ESPN October 2012 - May 2013
Kicks Flicks & Snapbacks January 2010 - June 2012
VITA Community Tax Assistance January 2011 - May 2011
Metropolitan District April 2008 - April 2010
Congressmen John Larson's Office November 2008 - January 2009
Washington First Bank August 2008 - October 2008
Skills
Finance, Analysis, Investments, Financial Modeling, Social Media, Research, Event Planning, Microsoft Office, Social Media Marketing, Management, Public Relations, Customer Service, Facebook, PowerPoint, Social Networking, Public Speaking, Microsoft Excel, Microsoft Word, Problem Solving, Strategic Communications, Sports Management, Leadership, Sports, Sports Marketing, Oracle Applications, Blogging, Data Analysis, Marketing, Sales, Financial Analysis, Teamwork, DBC, Series 53
Education
American University 2008 — 2012
Business, Marketing
The Watkinson School 2002 — 2008
William Blair & Company January 2015 - Present
MetLife October 2013 - December 2014
ESPN October 2012 - May 2013
Kicks Flicks & Snapbacks January 2010 - June 2012
VITA Community Tax Assistance January 2011 - May 2011
Metropolitan District April 2008 - April 2010
Congressmen John Larson's Office November 2008 - January 2009
Washington First Bank August 2008 - October 2008
Skills
Finance, Analysis, Investments, Financial Modeling, Social Media, Research, Event Planning, Microsoft Office, Social Media Marketing, Management, Public Relations, Customer Service, Facebook, PowerPoint, Social Networking, Public Speaking, Microsoft Excel, Microsoft Word, Problem Solving, Strategic Communications, Sports Management, Leadership, Sports, Sports Marketing, Oracle Applications, Blogging, Data Analysis, Marketing, Sales, Financial Analysis, Teamwork, DBC, Series 53
Education
American University 2008 — 2012
Business, Marketing
The Watkinson School 2002 — 2008
Will Craft's William Blair & Company Experience June 2015 - Present
Job Advancement Intern at Carthage College
Industry
Experience
Carthage College September 2015 - Present
William Blair & Company June 2015 - Present
Carthage College August 2014 - Present
Sports Of All Sorts July 2011 - August 2014
Skills
Mathematics, Statistics, Economics, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Critical Thinking
Education
Carthage College 2012 — 2016
Mathematics and Economics
Marian Catholic High School 2008 — 2012
Carthage College September 2015 - Present
William Blair & Company June 2015 - Present
Carthage College August 2014 - Present
Sports Of All Sorts July 2011 - August 2014
Skills
Mathematics, Statistics, Economics, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Critical Thinking
Education
Carthage College 2012 — 2016
Mathematics and Economics
Marian Catholic High School 2008 — 2012
Janet Kiefer's William Blair & Company Experience June 2014 - Present
Job Cash Management Associate
Industry Investment Management
Experience
William Blair & Company June 2014 - Present
William Blair & Company July 2013 - June 2014
Ameriprise Financial July 2010 - June 2013
Alzheimer's Association 2011 - 2013
Centier Bank May 2007 - August 2010
Butler University March 2009 - December 2009
Skills
Microsoft Word, Sales, Budgets, Financial Modeling, QuickBooks, Retirement Planning, Risk Management, Series 7, Customer Service, Financial Advisory, Investments, Finance
Education
Butler University 2006 — 2010
Biology, Business
Lingnan University 2008 — 2008
William Blair & Company June 2014 - Present
William Blair & Company July 2013 - June 2014
Ameriprise Financial July 2010 - June 2013
Alzheimer's Association 2011 - 2013
Centier Bank May 2007 - August 2010
Butler University March 2009 - December 2009
Skills
Microsoft Word, Sales, Budgets, Financial Modeling, QuickBooks, Retirement Planning, Risk Management, Series 7, Customer Service, Financial Advisory, Investments, Finance
Education
Butler University 2006 — 2010
Biology, Business
Lingnan University 2008 — 2008
John Ettelson John Ettelson's William Blair & Company Experience January 2004 - Present
Job President & CEO at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2004 - Present
William Blair & Company January 2003 - January 2004
William Blair & Company March 2001 - January 2003
Education
The University of Chicago - Booth School of Business 1980 — 1984
M.B.A., Business
University of Chicago Law School 1980 — 1984
J.D., Law
Brown University 1976 — 1980
Sc.B., Applied Mathematics/Economics
Francis W. Parker School 1962 — 1976
William Blair & Company January 2004 - Present
William Blair & Company January 2003 - January 2004
William Blair & Company March 2001 - January 2003
Education
The University of Chicago - Booth School of Business 1980 — 1984
M.B.A., Business
University of Chicago Law School 1980 — 1984
J.D., Law
Brown University 1976 — 1980
Sc.B., Applied Mathematics/Economics
Francis W. Parker School 1962 — 1976
Alex Janeck Alex Janeck's William Blair & Company Experience December 2013 - August 2015
Job Clemson University '15: B.S. Finance, Accounting
Industry Capital Markets
Experience
William Blair & Company December 2013 - August 2015
Harper Collins LLC August 2013 - December 2013
Wheaton Securities May 2013 - August 2013
Svigos Asset Management May 2012 - August 2012
Skills
Accounts Payable, Financial Analysis, Account Reconciliation, Teamwork, Bloomberg Terminal, Microsoft Excel, Financial Modeling, Financial Accounting, Financial Statement..., Event Planning, Regression Analysis, Microsoft Access, Social Media, Yield Curve Analytics, Accounts Receivable, Management, Lease Administration, Lease Negotiations, Lease Documentation, Adobe Acrobat, Yardi Property..., Bond Markets, Competitive Analysis, Real Estate, Outlook
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
William Blair & Company December 2013 - August 2015
Harper Collins LLC August 2013 - December 2013
Wheaton Securities May 2013 - August 2013
Svigos Asset Management May 2012 - August 2012
Skills
Accounts Payable, Financial Analysis, Account Reconciliation, Teamwork, Bloomberg Terminal, Microsoft Excel, Financial Modeling, Financial Accounting, Financial Statement..., Event Planning, Regression Analysis, Microsoft Access, Social Media, Yield Curve Analytics, Accounts Receivable, Management, Lease Administration, Lease Negotiations, Lease Documentation, Adobe Acrobat, Yardi Property..., Bond Markets, Competitive Analysis, Real Estate, Outlook
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Lisa Link - Marketing Manager Lisa Link - Marketing Manager's William Blair & Company Experience August 2000 - June 2012
Job Marketing Manager | Brand Strategy | Social Media Strategy
Industry Financial Services
Experience
Grant Park - Dearborn Capital Management April 2015 - Present
Cedar Capital March 2014 - March 2015
J.P. Morgan February 2013 - December 2013
William Blair & Company August 2000 - June 2012
Synectics Inc. August 1999 - 2000
TMP Worldwide 1998 - 1999
Skills
Graphic Design, Photoshop, Illustrator, InDesign, Project Management, Microsoft Office, strong communicator, Negotiation, Creative Direction, Event Management, Marketing Strategy, Art Direction, Customer Experience, Customer Engagement, Flash, Brand Development, Layout, Advertising, Brochures, Google Adwords, Logo Design, Collateral, Interactive Marketing, Interactive Projects, Vendor Management, Adobe Acrobat, PowerPoint, Large Format, Corporate Branding, Creative Services, Pre-press, Typography, Social Media, Corporate Communications, Marketing Communications, Posters, Trade Shows, Photography, Creative Strategy, Direct Marketing, Email Marketing, Strategy, Illustration, Website Development, Integrated Marketing, Corporate Identity, Digital Marketing, Branding, Adobe Creative Suite, Marketing
Education
DePaul University 1996 — 1998
Bachelor of Science (BS), Marketing
DePaul University
Bachelor of Applied Science (B.A.Sc.), Marketing
Grant Park - Dearborn Capital Management April 2015 - Present
Cedar Capital March 2014 - March 2015
J.P. Morgan February 2013 - December 2013
William Blair & Company August 2000 - June 2012
Synectics Inc. August 1999 - 2000
TMP Worldwide 1998 - 1999
Skills
Graphic Design, Photoshop, Illustrator, InDesign, Project Management, Microsoft Office, strong communicator, Negotiation, Creative Direction, Event Management, Marketing Strategy, Art Direction, Customer Experience, Customer Engagement, Flash, Brand Development, Layout, Advertising, Brochures, Google Adwords, Logo Design, Collateral, Interactive Marketing, Interactive Projects, Vendor Management, Adobe Acrobat, PowerPoint, Large Format, Corporate Branding, Creative Services, Pre-press, Typography, Social Media, Corporate Communications, Marketing Communications, Posters, Trade Shows, Photography, Creative Strategy, Direct Marketing, Email Marketing, Strategy, Illustration, Website Development, Integrated Marketing, Corporate Identity, Digital Marketing, Branding, Adobe Creative Suite, Marketing
Education
DePaul University 1996 — 1998
Bachelor of Science (BS), Marketing
DePaul University
Bachelor of Applied Science (B.A.Sc.), Marketing
Dan Maude Dan Maude's William Blair & Company Experience April 2013 - Present
Job Wealth Management William Blair
Industry Financial Services
Experience
William Blair & Company April 2013 - Present
Edward Jones June 2009 - April 2013
Skills
Series 7, Retirement Planning, Investments, Asset Management, Equities, Bond Markets, 401k, Pension Funds
Education
Denison University 2005 — 2009
Bachelor Degree, English
The Haverford School
William Blair & Company April 2013 - Present
Edward Jones June 2009 - April 2013
Skills
Series 7, Retirement Planning, Investments, Asset Management, Equities, Bond Markets, 401k, Pension Funds
Education
Denison University 2005 — 2009
Bachelor Degree, English
The Haverford School
Eric Duboe's William Blair & Company Experience June 2014 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company June 2014 - Present
Brown University September 2011 - May 2014
Brown University September 2013 - January 2014
William Blair & Company May 2013 - August 2013
1871 June 2012 - July 2012
Skills
Research, Non-profits, Microsoft Office, Economics, Public Speaking, Spanish, PowerPoint, Start-ups, Entrepreneurship, Statistics, Management, Competitive Analysis, Mergers & Acquisitions, Strategy, Financial Modeling
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Concentrator in Business, Entrepreneurship and Organizations
Adlai E. Stevenson High School
William Blair & Company June 2014 - Present
Brown University September 2011 - May 2014
Brown University September 2013 - January 2014
William Blair & Company May 2013 - August 2013
1871 June 2012 - July 2012
Skills
Research, Non-profits, Microsoft Office, Economics, Public Speaking, Spanish, PowerPoint, Start-ups, Entrepreneurship, Statistics, Management, Competitive Analysis, Mergers & Acquisitions, Strategy, Financial Modeling
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Concentrator in Business, Entrepreneurship and Organizations
Adlai E. Stevenson High School
Griffin Orlopp's William Blair & Company Experience August 2014 - Present
Job Statement Retention Specialist
Industry Financial Services
Experience
William Blair & Company August 2014 - Present
J.Crew August 2014 - May 2015
University of Wisconsin Milwaukee May 2012 - January 2014
Jos. A. Bank Clothiers May 2011 - August 2011
The Bon Ton Stores Inc. September 2010 - January 2011
J.Crew October 2008 - January 2010
Skills
Communication Skills, Visual Styling, Fitness Training, Modeling, Interpersonal Skill, Team Leadership, Multi Tasking, Task Management, Time Management, Organization &..., Social Skills, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Teamwork
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
BI Norwegian Business School 2011 — 2012
Bachelor of Business Administration (BBA), International Business
North Central College 2009 — 2010
Bachelor of Business Administration (BBA), Marketing
William Blair & Company August 2014 - Present
J.Crew August 2014 - May 2015
University of Wisconsin Milwaukee May 2012 - January 2014
Jos. A. Bank Clothiers May 2011 - August 2011
The Bon Ton Stores Inc. September 2010 - January 2011
J.Crew October 2008 - January 2010
Skills
Communication Skills, Visual Styling, Fitness Training, Modeling, Interpersonal Skill, Team Leadership, Multi Tasking, Task Management, Time Management, Organization &..., Social Skills, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Teamwork
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
BI Norwegian Business School 2011 — 2012
Bachelor of Business Administration (BBA), International Business
North Central College 2009 — 2010
Bachelor of Business Administration (BBA), Marketing
Kelsey Geppner Kelsey Geppner's William Blair & Company Experience August 2014 - Present
Job Sales Assistant at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2014 - Present
Rent The Runway August 2013 - May 2014
Domino's Pizza May 2013 - August 2013
Barton Hills Country Club May 2012 - August 2012
Nike Tennis Camps June 2011 - July 2011
Pollock Investment Advisors June 2010 - August 2010
Skills
Leadership, Advertising, Teamwork, Marketing, Microsoft Word, Facebook, Microsoft Excel, Customer Service, Social Networking
Education
Denison University 2010 — 2014
Bachelor's Degree, Economics and Communication
Danish Institute for Study Abroad 2012 — 2012
Denison University
Economics, Communication
William Blair & Company August 2014 - Present
Rent The Runway August 2013 - May 2014
Domino's Pizza May 2013 - August 2013
Barton Hills Country Club May 2012 - August 2012
Nike Tennis Camps June 2011 - July 2011
Pollock Investment Advisors June 2010 - August 2010
Skills
Leadership, Advertising, Teamwork, Marketing, Microsoft Word, Facebook, Microsoft Excel, Customer Service, Social Networking
Education
Denison University 2010 — 2014
Bachelor's Degree, Economics and Communication
Danish Institute for Study Abroad 2012 — 2012
Denison University
Economics, Communication
Ray Leonard's William Blair & Company Experience May 2015 - Present
Job Sales and Trading Analyst at William Blair & Company
Industry Capital Markets
Experience
William Blair & Company May 2015 - Present
William Blair & Company May 2014 - August 2014
Skills
Teamwork, Microsoft Excel, Public Speaking, PowerPoint, Team Leadership, Economics, Financial Analysis, Bloomberg Terminal, Sales Presentations, Networking, Risk Management, Bond Markets, Equity Valuation, High Yield Bonds, Monetary Policy, Financial Writing, Time Management, Research, Leadership, Finance, Microsoft Office, Financial Modeling
Education
Ball State University 2011 — 2015
Bachelor of Science (BS), Finance, Senior
Bloomington High School North 2007 — 2011
William Blair & Company May 2015 - Present
William Blair & Company May 2014 - August 2014
Skills
Teamwork, Microsoft Excel, Public Speaking, PowerPoint, Team Leadership, Economics, Financial Analysis, Bloomberg Terminal, Sales Presentations, Networking, Risk Management, Bond Markets, Equity Valuation, High Yield Bonds, Monetary Policy, Financial Writing, Time Management, Research, Leadership, Finance, Microsoft Office, Financial Modeling
Education
Ball State University 2011 — 2015
Bachelor of Science (BS), Finance, Senior
Bloomington High School North 2007 — 2011
John Baker Welch John Baker Welch's William Blair & Company Experience March 2013 - Present
Job Vice President at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2013 - Present
Rothschild Investment Corporation 1988 - March 2013
InfoTouch Corp. 2006 - 2012
Skills
Investments, 401k, Portfolio Management, Retirement Planning, Investment Management, Finance, Equities, Securities, Investment Advisory, Series 7, Wealth Management, Asset Management, Private Equity, Estate Planning, Pensions, Mutual Funds, Financial Markets, Financial Advisory, Investment Strategies, Options
Education
New York Institute of Finance 1977 — 1979
Finance and Financial Management Services
Carthage College 1972 — 1976
Bachelor of Science, Business/Economics-Political Science
William Blair & Company March 2013 - Present
Rothschild Investment Corporation 1988 - March 2013
InfoTouch Corp. 2006 - 2012
Skills
Investments, 401k, Portfolio Management, Retirement Planning, Investment Management, Finance, Equities, Securities, Investment Advisory, Series 7, Wealth Management, Asset Management, Private Equity, Estate Planning, Pensions, Mutual Funds, Financial Markets, Financial Advisory, Investment Strategies, Options
Education
New York Institute of Finance 1977 — 1979
Finance and Financial Management Services
Carthage College 1972 — 1976
Bachelor of Science, Business/Economics-Political Science
Justin Butterfield's William Blair & Company Experience 2015 - Present
Job International Investment Manager at William Blair
Industry Investment Management
Experience
William Blair & Company 2015 - Present
Enterforce, Inc. September 2014 - April 2015
Edward Jones May 2014 - August 2014
Nesvick Trading Group, LLC May 2013 - October 2013
Carroll University September 2011 - September 2012
Skills
Higher Education, PowerPoint, Event Planning, Microsoft Office, Data Entry, Microsoft Word, Research, Microsoft Excel, Student Affairs, Outlook, Public Speaking, Administrative..., Teamwork, Time Management, Allocations, Data Analysis, Management, Financial Analysis, Commodity, Critical Thinking, Team Leadership, Finance, Leadership, Strategic Planning, Goal Oriented
Education
Carroll University 2011 — 2015
Business Finance & Investment (B.S.), Junior
Lincoln Way West High School 2007 — 2011
William Blair & Company 2015 - Present
Enterforce, Inc. September 2014 - April 2015
Edward Jones May 2014 - August 2014
Nesvick Trading Group, LLC May 2013 - October 2013
Carroll University September 2011 - September 2012
Skills
Higher Education, PowerPoint, Event Planning, Microsoft Office, Data Entry, Microsoft Word, Research, Microsoft Excel, Student Affairs, Outlook, Public Speaking, Administrative..., Teamwork, Time Management, Allocations, Data Analysis, Management, Financial Analysis, Commodity, Critical Thinking, Team Leadership, Finance, Leadership, Strategic Planning, Goal Oriented
Education
Carroll University 2011 — 2015
Business Finance & Investment (B.S.), Junior
Lincoln Way West High School 2007 — 2011
Brent Grinna Brent Grinna's William Blair & Company Experience June 2004 - June 2006
Job Founder & CEO of EverTrue
Industry Information Technology and Services
Experience
EverTrue February 2010 - Present
Brown University Alumni Association Board of Governors October 2012 - Present
Brown Football Association June 2005 - Present
MBA Building Supplies 2008 - 2010
IGNIA Partners, LLC June 2009 - August 2009
Madison Dearborn Partners July 2006 - July 2008
William Blair & Company June 2004 - June 2006
Skills
Venture Capital, Private Equity, Entrepreneurship, Financial Modeling, Mergers, Valuation, Due Diligence, Corporate Development, Start-ups, Investment Banking, Investments, Corporate Finance, Financial Analysis, Business Strategy, Fundraising, Strategy, Strategic Partnerships, Equities, M&A experience, Strategic Planning, Leadership, Spanish, Brazilian Portuguese, Italian, Social Media, Exceptional public..., Management Consulting, Sales, Mergers & Acquisitions, Public Speaking, Management, Business Modeling, Business Development, Nonprofits, SaaS, Finance, Competitive Analysis, Strategic Consulting, Executive Management, Angel Investing
Education
Harvard Business School 2008 — 2010
MBA
Brown University 2000 — 2004
International Relations, Spanish, Portuguese, Italian
Postville High School 1996 — 2000
Diploma
EverTrue February 2010 - Present
Brown University Alumni Association Board of Governors October 2012 - Present
Brown Football Association June 2005 - Present
MBA Building Supplies 2008 - 2010
IGNIA Partners, LLC June 2009 - August 2009
Madison Dearborn Partners July 2006 - July 2008
William Blair & Company June 2004 - June 2006
Skills
Venture Capital, Private Equity, Entrepreneurship, Financial Modeling, Mergers, Valuation, Due Diligence, Corporate Development, Start-ups, Investment Banking, Investments, Corporate Finance, Financial Analysis, Business Strategy, Fundraising, Strategy, Strategic Partnerships, Equities, M&A experience, Strategic Planning, Leadership, Spanish, Brazilian Portuguese, Italian, Social Media, Exceptional public..., Management Consulting, Sales, Mergers & Acquisitions, Public Speaking, Management, Business Modeling, Business Development, Nonprofits, SaaS, Finance, Competitive Analysis, Strategic Consulting, Executive Management, Angel Investing
Education
Harvard Business School 2008 — 2010
MBA
Brown University 2000 — 2004
International Relations, Spanish, Portuguese, Italian
Postville High School 1996 — 2000
Diploma
Colin McCarthy's William Blair & Company Experience June 2010 - July 2012
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Maranon Capital July 2012 - June 2014
William Blair & Company June 2010 - July 2012
Target June 2009 - August 2009
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Yale University 2006 — 2010
Bachelor of Arts (BA), History
Maranon Capital July 2012 - June 2014
William Blair & Company June 2010 - July 2012
Target June 2009 - August 2009
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Yale University 2006 — 2010
Bachelor of Arts (BA), History
Paul Glynn Paul Glynn's William Blair & Company Experience April 2014 - Present
Job Investment Management
Industry Capital Markets
Experience
William Blair & Company April 2014 - Present
Northern Trust Corporation March 2007 - April 2014
R.J. O'Brien January 2004 - June 2004
Skills
Financial Services, Financial Analysis, Mutual Funds, Risk Management, Options, Financial Markets, Wealth Management, Capital Markets, Banking, Business Analysis, Microsoft Excel, Customer Service, Corporate Finance, Finance, Relationship Management, Equities, Operations Management, Analysis, Bloomberg Terminal, Alternative Investments, Bonds, International Operations, Cash Management, Subject Matter Experts
Education
DePaul University 2004 — 2006
Bachelors of Science in Commerce, Marketing/ Sales
Western Michigan University 2001 — 2003
N/A, Business
William Blair & Company April 2014 - Present
Northern Trust Corporation March 2007 - April 2014
R.J. O'Brien January 2004 - June 2004
Skills
Financial Services, Financial Analysis, Mutual Funds, Risk Management, Options, Financial Markets, Wealth Management, Capital Markets, Banking, Business Analysis, Microsoft Excel, Customer Service, Corporate Finance, Finance, Relationship Management, Equities, Operations Management, Analysis, Bloomberg Terminal, Alternative Investments, Bonds, International Operations, Cash Management, Subject Matter Experts
Education
DePaul University 2004 — 2006
Bachelors of Science in Commerce, Marketing/ Sales
Western Michigan University 2001 — 2003
N/A, Business
Morgan McCrory Morgan McCrory's William Blair & Company Experience June 2013 - February 2015
Job Software Engineer at SPR
Industry Computer Software
Experience
SPR June 2015 - Present
Dev Bootcamp June 2015 - Present
Dev Bootcamp November 2014 - May 2015
William Blair & Company June 2013 - February 2015
Equity Group Investments December 2011 - May 2013
Assumption University of Thailand October 2010 - February 2011
Skills
Java, Spring, Ruby, Ruby on Rails, JavaScript, AngularJS, React, SQL, HTML5, CSS, Git, Github, Continuous Integration, jQuery, AJAX, Node.js, Underscore.js, Jasmine, RSpec, ActiveRecord, Sinatra, Agile Web Development, Test Driven Development, Leadership, Python, Django, Pair Programming, Strategic Communications, Critical Thinking, Blogging, Public Relations, Administrative..., Public Speaking, Writing, Budgets, Customer Service, Management, Microsoft Excel, Accounting, Event Planning, Social Media
Education
Dev Bootcamp 2014 — 2015
Web Development
DePaul University 2006 — 2010
Bachelor's Degree, Public Relations & Advertising Psychology
University of Westminster, London, United Kingdom 2009 — 2009
CEA: Study Abroad
SPR June 2015 - Present
Dev Bootcamp June 2015 - Present
Dev Bootcamp November 2014 - May 2015
William Blair & Company June 2013 - February 2015
Equity Group Investments December 2011 - May 2013
Assumption University of Thailand October 2010 - February 2011
Skills
Java, Spring, Ruby, Ruby on Rails, JavaScript, AngularJS, React, SQL, HTML5, CSS, Git, Github, Continuous Integration, jQuery, AJAX, Node.js, Underscore.js, Jasmine, RSpec, ActiveRecord, Sinatra, Agile Web Development, Test Driven Development, Leadership, Python, Django, Pair Programming, Strategic Communications, Critical Thinking, Blogging, Public Relations, Administrative..., Public Speaking, Writing, Budgets, Customer Service, Management, Microsoft Excel, Accounting, Event Planning, Social Media
Education
Dev Bootcamp 2014 — 2015
Web Development
DePaul University 2006 — 2010
Bachelor's Degree, Public Relations & Advertising Psychology
University of Westminster, London, United Kingdom 2009 — 2009
CEA: Study Abroad
Yao (Lavender) LI Yao (Lavender) LI's William Blair & Company Experience June 2015 - August 2015
Job MBA Candidate at University of Michigan Ross School of Business
Industry Banking
Experience
William Blair & Company June 2015 - August 2015
SOCIETE GENERALE CORPORATE & INVESTMENT BANKING August 2011 - July 2014
GUANGDONG SECURITIES CO., LTD July 2010 - July 2011
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The Hong Kong Polytechnic University 2009 — 2010
Master of Finance
Hong Kong Baptist University 2005 — 2009
Bachelor’s Degree
Babson College 2007 — 2008
Exchange
William Blair & Company June 2015 - August 2015
SOCIETE GENERALE CORPORATE & INVESTMENT BANKING August 2011 - July 2014
GUANGDONG SECURITIES CO., LTD July 2010 - July 2011
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The Hong Kong Polytechnic University 2009 — 2010
Master of Finance
Hong Kong Baptist University 2005 — 2009
Bachelor’s Degree
Babson College 2007 — 2008
Exchange
Erin Arnheim Erin Arnheim's William Blair & Company Experience January 2014 - Present
Job
Industry Investment Banking
Experience
William Blair & Company January 2014 - Present
William Blair & Company July 2007 - January 2014
William Blair & Company January 2006 - July 2007
Morgan Stanley April 2005 - January 2006
Envestnet Asset Management October 2004 - April 2005
Mintel International April 2004 - October 2004
Morgan Stanley May 2002 - April 2004
Morgan Stanley March 2001 - May 2002
Morgan Stanley Smith Barney August 1999 - March 2001
Skills
Equities, Series 7, Microsoft Excel, Project Management, Financial Analysis, Strategic Planning, Customer Service, Investments, Microsoft Office, Asset Managment, PowerPoint, Outlook, Series 63, Series 65, Series 9, Series 10, Managerial, Investment Banking, Financial Services, Training, Teachers, Sales, Leadership, CRM, Budgets, Analysis, Salesforce.com, Management, Access, Human Resources, Securities, Finance, Corporate Finance, Office Management, Business Strategy, Investment Advisory, Business Planning, Change Management, Options
Education
DePaul University 2008 — 2012
Master of Education (M.Ed.)
St. Edward's University 2000 — 2002
BA
Texas State University 1995 — 1998
William Blair & Company January 2014 - Present
William Blair & Company July 2007 - January 2014
William Blair & Company January 2006 - July 2007
Morgan Stanley April 2005 - January 2006
Envestnet Asset Management October 2004 - April 2005
Mintel International April 2004 - October 2004
Morgan Stanley May 2002 - April 2004
Morgan Stanley March 2001 - May 2002
Morgan Stanley Smith Barney August 1999 - March 2001
Skills
Equities, Series 7, Microsoft Excel, Project Management, Financial Analysis, Strategic Planning, Customer Service, Investments, Microsoft Office, Asset Managment, PowerPoint, Outlook, Series 63, Series 65, Series 9, Series 10, Managerial, Investment Banking, Financial Services, Training, Teachers, Sales, Leadership, CRM, Budgets, Analysis, Salesforce.com, Management, Access, Human Resources, Securities, Finance, Corporate Finance, Office Management, Business Strategy, Investment Advisory, Business Planning, Change Management, Options
Education
DePaul University 2008 — 2012
Master of Education (M.Ed.)
St. Edward's University 2000 — 2002
BA
Texas State University 1995 — 1998
Clement Jones Clement Jones's William Blair & Company Experience January 2014 - Present
Job IT Professional
Industry Financial Services
Experience
William Blair & Company January 2014 - Present
JPMorgan Chase September 1998 - November 2013
Skills
SQL, Oracle E-Business Suite, Oracle, Oracle Applications, Customer Service, SQL*Plus, Project Management, Microsoft Excel, PL/SQL, Microsoft Word, Permissions, Entitlements, Troubleshooting, Problem Solving, Data Analysis, Databases, Call Centers, Professional Phone..., Banking, User Acceptance Testing
Education
DePaul University
Robert Morris College
William Blair & Company January 2014 - Present
JPMorgan Chase September 1998 - November 2013
Skills
SQL, Oracle E-Business Suite, Oracle, Oracle Applications, Customer Service, SQL*Plus, Project Management, Microsoft Excel, PL/SQL, Microsoft Word, Permissions, Entitlements, Troubleshooting, Problem Solving, Data Analysis, Databases, Call Centers, Professional Phone..., Banking, User Acceptance Testing
Education
DePaul University
Robert Morris College
David Fix David Fix's William Blair & Company Experience August 1999 - January 2005
Job Vice President, Wealth Strategist at Northern Trust Corporation
Industry Retail
Experience
Northern Trust Corporation June 2014 - Present
Endure it! Sports February 2005 - Present
William Blair & Company August 1999 - January 2005
Merrill Lynch October 1994 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Team Building, Marketing Strategy, Sales, Marketing, Sales Management, Strategy
Education
Arizona State University 1987 — 1991
Bachelor of Science (BS)
Northern Trust Corporation June 2014 - Present
Endure it! Sports February 2005 - Present
William Blair & Company August 1999 - January 2005
Merrill Lynch October 1994 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Team Building, Marketing Strategy, Sales, Marketing, Sales Management, Strategy
Education
Arizona State University 1987 — 1991
Bachelor of Science (BS)
Robert Pless Robert Pless's William Blair & Company Experience May 2012 - August 2012
Job Financial Services Professional
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
William Blair & Company May 2012 - August 2012
Sterne Agee May 2011 - July 2011
Sterne Agee June 2010 - August 2010
Skills
Financial Statement..., Financial Modeling, Statistical Data..., Bloomberg, Microsoft Excel, Chinese, Sports Nutrition, PowerPoint, Weight Training, Valuation, Analysis, Economics
Education
Beijing Language and Culture University 2013 — 2014
Foreign Student, Business Chinese
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (BSc), Economics
Peking University 2011 — 2012
Exchange Student, Guanghua School of Management
The Altamont School 2005 — 2009
Houlihan Lokey July 2014 - Present
William Blair & Company May 2012 - August 2012
Sterne Agee May 2011 - July 2011
Sterne Agee June 2010 - August 2010
Skills
Financial Statement..., Financial Modeling, Statistical Data..., Bloomberg, Microsoft Excel, Chinese, Sports Nutrition, PowerPoint, Weight Training, Valuation, Analysis, Economics
Education
Beijing Language and Culture University 2013 — 2014
Foreign Student, Business Chinese
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (BSc), Economics
Peking University 2011 — 2012
Exchange Student, Guanghua School of Management
The Altamont School 2005 — 2009
Drew Janes Drew Janes's William Blair & Company Experience March 2014 - Present
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
Jiazhe Ren's William Blair & Company Experience January 2011 - Present
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2011 - Present
DePaul University March 2009 - December 2010
Colliers International February 2008 - August 2008
General Electric May 2007 - September 2007
Dell Computer Inc. April 2005 - June 2006
Skills
Market Research, Portfolio Management, Bloomberg, Competitive Analysis, Corporate Finance, Research, Investment Banking, Economics, Valuation, Finance, Financial Modeling, Investments, Derivatives, Capital Markets, Management, Marketing Strategy, Financial Analysis, Due Diligence, Equity Research, Equities, Risk Management, Asset Managment, Fixed Income, Analysis, Data Analysis, Bloomberg Terminal, Business Analysis, Mergers
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MSF
Peking University 2004 — 2008
BA
William Blair & Company January 2011 - Present
DePaul University March 2009 - December 2010
Colliers International February 2008 - August 2008
General Electric May 2007 - September 2007
Dell Computer Inc. April 2005 - June 2006
Skills
Market Research, Portfolio Management, Bloomberg, Competitive Analysis, Corporate Finance, Research, Investment Banking, Economics, Valuation, Finance, Financial Modeling, Investments, Derivatives, Capital Markets, Management, Marketing Strategy, Financial Analysis, Due Diligence, Equity Research, Equities, Risk Management, Asset Managment, Fixed Income, Analysis, Data Analysis, Bloomberg Terminal, Business Analysis, Mergers
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MSF
Peking University 2004 — 2008
BA
John Mullaly John Mullaly's William Blair & Company Experience March 2011 - Present
Job Research Sales at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2011 - Present
Skills
Institutional Equity..., Fixed Income
Education
Boston University - School of Management
Master of Business Administration (MBA)
Northeastern University
Bachelor of Arts (BA), Economics
William Blair & Company March 2011 - Present
Skills
Institutional Equity..., Fixed Income
Education
Boston University - School of Management
Master of Business Administration (MBA)
Northeastern University
Bachelor of Arts (BA), Economics
Samuel Bendix Samuel Bendix's William Blair & Company Experience June 2009 - July 2010
Job Director, Investor Relations at National Real Estate Advisors
Industry Real Estate
Experience
National Real Estate Advisors July 2015 - Present
Harrison Street Real Estate Capital LLC October 2012 - July 2015
Blue Vista Capital Management, LLC July 2010 - September 2012
William Blair & Company June 2009 - July 2010
William Blair & Company May 2008 - July 2008
Merlin BioMed Group Hedge Fund June 2007 - August 2007
Skills
Valuation, Financial Modeling, Due Diligence, Investments, Financial Analysis, Private Equity, Accounting, Entrepreneurship, Joint Ventures, Finance, Start-ups, Investment Banking, Equities, Real Estate
Education
Cornell University 2005 — 2009
Hotel Administration, Hospitality and Finance
New Trier
National Real Estate Advisors July 2015 - Present
Harrison Street Real Estate Capital LLC October 2012 - July 2015
Blue Vista Capital Management, LLC July 2010 - September 2012
William Blair & Company June 2009 - July 2010
William Blair & Company May 2008 - July 2008
Merlin BioMed Group Hedge Fund June 2007 - August 2007
Skills
Valuation, Financial Modeling, Due Diligence, Investments, Financial Analysis, Private Equity, Accounting, Entrepreneurship, Joint Ventures, Finance, Start-ups, Investment Banking, Equities, Real Estate
Education
Cornell University 2005 — 2009
Hotel Administration, Hospitality and Finance
New Trier
Moises Numa's William Blair & Company Experience January 2014 - Present
Job Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company January 2014 - Present
Analysis Group August 2011 - January 2014
Deloitte & Touche January 2011 - March 2011
Goldman Sachs June 2010 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
Northwestern Mutual Financial Network May 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Entrepreneurship, Market Research, Valuation, Financial Reporting, Data Analysis, Analytics, Corporate Finance, Economics, Finance, Quantitative Analytics, Due Diligence, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
Master's of Science in Accounting
Babson College 2006 — 2010
BS, Business Management
Harvard Business School - Summer Venture Management Program 2009 — 2009
William Blair & Company January 2014 - Present
Analysis Group August 2011 - January 2014
Deloitte & Touche January 2011 - March 2011
Goldman Sachs June 2010 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
Northwestern Mutual Financial Network May 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Entrepreneurship, Market Research, Valuation, Financial Reporting, Data Analysis, Analytics, Corporate Finance, Economics, Finance, Quantitative Analytics, Due Diligence, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
Master's of Science in Accounting
Babson College 2006 — 2010
BS, Business Management
Harvard Business School - Summer Venture Management Program 2009 — 2009
Aleks Granchalek's William Blair & Company Experience May 2007 - August 2015
Job Managing Director Public Finance Investment Banking at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities September 2015 - Present
William Blair & Company May 2007 - August 2015
Moody's Investors Service December 2002 - April 2005
City of Evanston September 2000 - December 2002
FEMA June 1999 - May 2000
City of Annapolis Fire Department September 1994 - June 1999
Skills
Not for Profit, Municipalities, Qualified Independent..., Tax-exempt, Investment Banking, Swaps, Municipal Bonds, Local Government, Government, Nonprofits, Securities, Finance, Financial Services, Bonds, Financial Advisory, Credit, Capital Markets, Swap, Derivatives, Interest Rate..., Swaptions, Fixed Income, Series 63, Private Placements, Series 7, Financial Structuring, Corporate Culture
Education
American University 1997 — 2000
Master of Public Administration (MPA), Urban Affairs
University of Maryland College Park 1992 — 1994
Bachelor's Degree
Fifth Third Securities September 2015 - Present
William Blair & Company May 2007 - August 2015
Moody's Investors Service December 2002 - April 2005
City of Evanston September 2000 - December 2002
FEMA June 1999 - May 2000
City of Annapolis Fire Department September 1994 - June 1999
Skills
Not for Profit, Municipalities, Qualified Independent..., Tax-exempt, Investment Banking, Swaps, Municipal Bonds, Local Government, Government, Nonprofits, Securities, Finance, Financial Services, Bonds, Financial Advisory, Credit, Capital Markets, Swap, Derivatives, Interest Rate..., Swaptions, Fixed Income, Series 63, Private Placements, Series 7, Financial Structuring, Corporate Culture
Education
American University 1997 — 2000
Master of Public Administration (MPA), Urban Affairs
University of Maryland College Park 1992 — 1994
Bachelor's Degree
Charles J. Kraft III's William Blair & Company Experience June 1993 - June 2010
Job Vice President at Credit Suisse, Private Banking USA
Industry Banking
Experience
Credit Suisse, Private Banking USA May 2012 - Present
Goldman Sachs May 2010 - May 2012
William Blair & Company June 1993 - June 2010
Skills
Investments, Financial Modeling, Valuation, Equities, Asset Management, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Private Equity, Business Strategy
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA, Finance, Concentration in International Business
Michigan State University 1982 — 1987
Bachelor of Science (BS), Engineering
Albert Einstein College of Medicine of Yeshiva University
Credit Suisse, Private Banking USA May 2012 - Present
Goldman Sachs May 2010 - May 2012
William Blair & Company June 1993 - June 2010
Skills
Investments, Financial Modeling, Valuation, Equities, Asset Management, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Private Equity, Business Strategy
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA, Finance, Concentration in International Business
Michigan State University 1982 — 1987
Bachelor of Science (BS), Engineering
Albert Einstein College of Medicine of Yeshiva University
Ned Mandel's William Blair & Company Experience August 2015 - Present
Job Junior Associate in Institutional Equity Sales at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
Stanford University June 2015 - July 2015
Landmark Partners November 2014 - March 2015
ESPN Radio June 2014 - August 2014
The Tennis Channel May 2014 - June 2014
Chatham Beach and Tennis Club June 2013 - August 2013
Octagon May 2011 - June 2011
Skills
Investments, Adobe Audition, Sports Writing, Sports, Radio, Social Media, Sports Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Equity Sales, Stock Market Analysis, Research, PowerPoint
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies, Final GPA 3.33, Major GPA 3.6
The Potomac School 2007 — 2011
Charles University in Prague
William Blair & Company August 2015 - Present
Stanford University June 2015 - July 2015
Landmark Partners November 2014 - March 2015
ESPN Radio June 2014 - August 2014
The Tennis Channel May 2014 - June 2014
Chatham Beach and Tennis Club June 2013 - August 2013
Octagon May 2011 - June 2011
Skills
Investments, Adobe Audition, Sports Writing, Sports, Radio, Social Media, Sports Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Equity Sales, Stock Market Analysis, Research, PowerPoint
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies, Final GPA 3.33, Major GPA 3.6
The Potomac School 2007 — 2011
Charles University in Prague
Nate Nielsen Nate Nielsen's William Blair & Company Experience May 2014 - Present
Job Investment Banking Summer Analyst at William Blair & Company
Industry Accounting
Experience
William Blair & Company May 2014 - Present
Peterson Partners November 2013 - May 2014
The Mower Co. 2011 - 2014
The Church of Jesus Christ of Latter-day Saints 2009 - 2011
Skills
Microsoft Excel, Entrepreneurship, Microsoft Word, Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Accounting
William Blair & Company May 2014 - Present
Peterson Partners November 2013 - May 2014
The Mower Co. 2011 - 2014
The Church of Jesus Christ of Latter-day Saints 2009 - 2011
Skills
Microsoft Excel, Entrepreneurship, Microsoft Word, Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Dino Nikolopoulos Dino Nikolopoulos's William Blair & Company Experience September 2014 - Present
Job Institutional Sales Associate at William Blair
Industry Financial Services
Experience
William Blair & Company September 2014 - Present
Northern Trust Asset Management October 2012 - August 2014
Northern Trust Asset Management September 2011 - October 2012
Northern Trust December 2007 - September 2011
STATS LLC February 2000 - December 2007
Waddell & Reed Financial Services April 2007 - August 2007
Skills
Mutual Funds, Investments, Asset Management, Asset Allocation, ETFs, Finance, Investment Management, Analysis, Defined Benefit, Defined Contribution, Registered Investment..., GIPS, Private Equity, Client Relationship..., FINRA, Insurance, Equities, Fixed Income, CRM, Portfolio Management, Hedge Funds, Alternative Investments
Education
North Park University 2010 — 2012
MBA, Finance and Economics
DePaul University 2000 — 2004
Bachelor of Science, Business Management
William Blair & Company September 2014 - Present
Northern Trust Asset Management October 2012 - August 2014
Northern Trust Asset Management September 2011 - October 2012
Northern Trust December 2007 - September 2011
STATS LLC February 2000 - December 2007
Waddell & Reed Financial Services April 2007 - August 2007
Skills
Mutual Funds, Investments, Asset Management, Asset Allocation, ETFs, Finance, Investment Management, Analysis, Defined Benefit, Defined Contribution, Registered Investment..., GIPS, Private Equity, Client Relationship..., FINRA, Insurance, Equities, Fixed Income, CRM, Portfolio Management, Hedge Funds, Alternative Investments
Education
North Park University 2010 — 2012
MBA, Finance and Economics
DePaul University 2000 — 2004
Bachelor of Science, Business Management
Lee J. Diamandakis's William Blair & Company Experience January 2015 - Present
Job Business Development & Investor Relations Hedge Fund Strategies
Industry Investment Management
Experience
William Blair & Company January 2015 - Present
Mesirow Advanced Strategies, Inc. September 2007 - January 2015
Stratford Advisory Group 2001 - 2007
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
DePaul University
B.S., Finance
William Blair & Company January 2015 - Present
Mesirow Advanced Strategies, Inc. September 2007 - January 2015
Stratford Advisory Group 2001 - 2007
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
DePaul University
B.S., Finance
Alexandra Considine Alexandra Considine's William Blair & Company Experience February 2014 - Present
Job Investment Accountant at William Blair & Company
Industry Banking
Experience
William Blair & Company February 2014 - Present
William Blair & Company June 2012 - January 2014
Federal Reserve Bank of Chicago January 2010 - June 2012
Gurtin Fixed Income Management, LLC January 2009 - January 2010
UBS August 2007 - September 2008
Skills
Financial Analysis, Bloomberg, Series 7, Securities, Cash Management, Investments, Banking, Fixed Income, Financial Modeling, Valuation, Credit, Equities, Derivatives, Portfolio Management, Credit Analysis, Corporate Finance, Financial Markets
Education
DePaul University 2006 — 2010
Bachelor's degree, Finance
William Blair & Company February 2014 - Present
William Blair & Company June 2012 - January 2014
Federal Reserve Bank of Chicago January 2010 - June 2012
Gurtin Fixed Income Management, LLC January 2009 - January 2010
UBS August 2007 - September 2008
Skills
Financial Analysis, Bloomberg, Series 7, Securities, Cash Management, Investments, Banking, Fixed Income, Financial Modeling, Valuation, Credit, Equities, Derivatives, Portfolio Management, Credit Analysis, Corporate Finance, Financial Markets
Education
DePaul University 2006 — 2010
Bachelor's degree, Finance
Ed Nakayama Ed Nakayama's William Blair & Company Experience August 2013 - Present
Job Investment Banking Associate at William Blair & Company
Industry Environmental Services
Experience
William Blair & Company August 2013 - Present
Edward Nakayama Consulting January 2009 - Present
Ed Nakayama January 2006 - Present
Holcim January 2006 - January 2009
Skills
Environmental..., Environmental Compliance, Environmental Awareness, Environmental Impact..., ISO 14001, Sustainability, Environmental Policy, Sustainable Development, Environmental Auditing, TRI, Financial Modeling, M&A execution, Valuation, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Entrepreneurship, Hazardous Waste..., Environmental..., Environmental Consulting, Strategy, Renewable Energy, Environmental Issues, Safety Management..., Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Economics
Berklee College of Music 2009 — 2010
Performance
Duke University 2001 — 2005
BS, Chemistry, Music
ECHHS
ECHHS
east chapel hill high school
William Blair & Company August 2013 - Present
Edward Nakayama Consulting January 2009 - Present
Ed Nakayama January 2006 - Present
Holcim January 2006 - January 2009
Skills
Environmental..., Environmental Compliance, Environmental Awareness, Environmental Impact..., ISO 14001, Sustainability, Environmental Policy, Sustainable Development, Environmental Auditing, TRI, Financial Modeling, M&A execution, Valuation, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Entrepreneurship, Hazardous Waste..., Environmental..., Environmental Consulting, Strategy, Renewable Energy, Environmental Issues, Safety Management..., Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Economics
Berklee College of Music 2009 — 2010
Performance
Duke University 2001 — 2005
BS, Chemistry, Music
ECHHS
ECHHS
east chapel hill high school
Julie M. Félix Julie M. Félix's William Blair & Company Experience July 2012 - January 2015
Job Inclusion Associate, Office of Inclusion & Workforce Strategy, Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial February 2015 - Present
William Blair & Company July 2012 - January 2015
The Executives' Club of Chicago February 2010 - May 2010
The Global FoodBanking Network June 2008 - December 2009
Opportunity International 2003 - 2007
Skills
Non-profits, Fundraising, Research, Event Planning, Training, Nonprofits, Event Management, Spanish, Strategic Planning, Grants, Strategic Partnerships, Leadership, Public Speaking, Business Planning, Teamwork, Community Outreach, Strategy, International..., Volunteer Management, Management, Program Management, Editing, Analysis, Interviews, Administration, Budgets, Social Media, International Relations, Public Policy, Public Relations, French, Competitive Analysis
Education
DePaul University 2009 — 2011
M.S., International Public Service Management
Saint Louis University 1995 — 1999
B.A., English
Mesirow Financial February 2015 - Present
William Blair & Company July 2012 - January 2015
The Executives' Club of Chicago February 2010 - May 2010
The Global FoodBanking Network June 2008 - December 2009
Opportunity International 2003 - 2007
Skills
Non-profits, Fundraising, Research, Event Planning, Training, Nonprofits, Event Management, Spanish, Strategic Planning, Grants, Strategic Partnerships, Leadership, Public Speaking, Business Planning, Teamwork, Community Outreach, Strategy, International..., Volunteer Management, Management, Program Management, Editing, Analysis, Interviews, Administration, Budgets, Social Media, International Relations, Public Policy, Public Relations, French, Competitive Analysis
Education
DePaul University 2009 — 2011
M.S., International Public Service Management
Saint Louis University 1995 — 1999
B.A., English
Carrie E. Crane Carrie E. Crane's William Blair & Company Experience December 2011 - Present
Job Creative Professional
Industry Design
Experience
William Blair & Company December 2011 - Present
Williams Lea December 2008 - September 2011
UBS Investment Bank September 2004 - December 2008
Griffin, Kubik, Stephens & Thompson June 2004 - August 2004
KPMG 2003 - June 2004
Deutsche Bank 2000 - 2003
Skills
PowerPoint, Word, Excel, Graphic Design, Photography, Therapeutic Massage, Resume Writing, Fine Art, Conservation Framing, Marketing, Photoshop, Customer Service, Microsoft Excel, Microsoft Word, Finance, Blogging, Social Networking, Social Media, Editing, Event Planning, Web Design, Adobe Creative Suite, Public Speaking, Advertising
Education
Soma Institute-The National School of Clinical Massage Therapy 2009 — 2011
Clinical Massage Therapy
Alfred University 1993 — 1997
Bachelor of Fine Arts, Photography, Ceramics
William Blair & Company December 2011 - Present
Williams Lea December 2008 - September 2011
UBS Investment Bank September 2004 - December 2008
Griffin, Kubik, Stephens & Thompson June 2004 - August 2004
KPMG 2003 - June 2004
Deutsche Bank 2000 - 2003
Skills
PowerPoint, Word, Excel, Graphic Design, Photography, Therapeutic Massage, Resume Writing, Fine Art, Conservation Framing, Marketing, Photoshop, Customer Service, Microsoft Excel, Microsoft Word, Finance, Blogging, Social Networking, Social Media, Editing, Event Planning, Web Design, Adobe Creative Suite, Public Speaking, Advertising
Education
Soma Institute-The National School of Clinical Massage Therapy 2009 — 2011
Clinical Massage Therapy
Alfred University 1993 — 1997
Bachelor of Fine Arts, Photography, Ceramics
Wenying Yu's William Blair & Company Experience June 2015 - July 2015
Job M.S. Candidate in Financial Engineering
Industry Financial Services
Experience
William Blair & Company June 2015 - July 2015
National Bureau of Economic Research June 2014 - August 2014
CHINA CITIC BANK June 2013 - August 2013
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.)
Cornell University 2011 — 2015
Bachelor of Arts (B.A.)
William Blair & Company June 2015 - July 2015
National Bureau of Economic Research June 2014 - August 2014
CHINA CITIC BANK June 2013 - August 2013
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.)
Cornell University 2011 — 2015
Bachelor of Arts (B.A.)
Colleen Baker Colleen Baker's William Blair & Company Experience June 2013 - March 2014
Job Account Executive at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick July 2015 - Present
Weber Shandwick July 2014 - June 2015
Weber Shandwick March 2014 - July 2014
William Blair & Company June 2013 - March 2014
International Association of Business Communicators- DePaul University March 2013 - March 2014
Chi Omega Fraternity November 2012 - November 2013
Seward Associates April 2011 - November 2013
3rd Coast Public Relations September 2012 - December 2012
Macy's May 2012 - August 2012
Skills
Social Media Marketing, Event Planning, Pitch Letters, Press Releases, Social Media, Media Relations, Media Monitoring, Microsoft Office, Facebook, Public Relations, Strategic Planning, Public Speaking, Leadership, Research, Marketing, Social Networking, Strategic Communications, Blogging
Education
DePaul University 2010 — 2014
B.A. in Public Relations and Advertising, Public Relations, Senior
Weber Shandwick July 2015 - Present
Weber Shandwick July 2014 - June 2015
Weber Shandwick March 2014 - July 2014
William Blair & Company June 2013 - March 2014
International Association of Business Communicators- DePaul University March 2013 - March 2014
Chi Omega Fraternity November 2012 - November 2013
Seward Associates April 2011 - November 2013
3rd Coast Public Relations September 2012 - December 2012
Macy's May 2012 - August 2012
Skills
Social Media Marketing, Event Planning, Pitch Letters, Press Releases, Social Media, Media Relations, Media Monitoring, Microsoft Office, Facebook, Public Relations, Strategic Planning, Public Speaking, Leadership, Research, Marketing, Social Networking, Strategic Communications, Blogging
Education
DePaul University 2010 — 2014
B.A. in Public Relations and Advertising, Public Relations, Senior
Jerry Fuesel Jerry Fuesel's William Blair & Company Experience July 2014 - Present
Job Senior Operations Manager Alternatives at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2014 - Present
Aurora Investment Management March 2012 - July 2014
HedgeServ LLC April 2011 - March 2012
Amundi Alternative Investments July 1997 - April 2011
Skills
Fund of Hedge Funds, FX, Forwards, Futures, Hedge Funds, FX Hedging, Effective fee..., Project Management, Strategic Planning, Building high..., Solution oriented, Global experience, Fund reporting, Alternative Investments, Asset Management, Equities, Fixed Income, Fund Of Funds, Management, Capital Markets, Derivatives, FX Options, Finance, Fund Accounting, Fund Administration, Mutual Funds, Private Equity, Solutions Marketing
Education
DePaul University
Master of Business Administration (MBA)
William Blair & Company July 2014 - Present
Aurora Investment Management March 2012 - July 2014
HedgeServ LLC April 2011 - March 2012
Amundi Alternative Investments July 1997 - April 2011
Skills
Fund of Hedge Funds, FX, Forwards, Futures, Hedge Funds, FX Hedging, Effective fee..., Project Management, Strategic Planning, Building high..., Solution oriented, Global experience, Fund reporting, Alternative Investments, Asset Management, Equities, Fixed Income, Fund Of Funds, Management, Capital Markets, Derivatives, FX Options, Finance, Fund Accounting, Fund Administration, Mutual Funds, Private Equity, Solutions Marketing
Education
DePaul University
Master of Business Administration (MBA)
Jen Korynski Jen Korynski's William Blair & Company Experience August 2013 - Present
Job Investment Banking Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2013 - Present
University of Chicago Booth School of Business July 2011 - June 2013
William Blair & Company June 2012 - August 2012
Cannon Design January 2011 - July 2011
OWP/P Cannon Design October 2009 - January 2011
OWP/P February 2006 - October 2009
LJB Inc. May 2005 - January 2006
Miller-Valentine Group May 2001 - August 2002
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting and Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2011
M.S. in Civil Engineering, Civil Engineering
University of Dayton 2001 — 2005
Bachelor of Science, Civil Engineering
William Blair & Company August 2013 - Present
University of Chicago Booth School of Business July 2011 - June 2013
William Blair & Company June 2012 - August 2012
Cannon Design January 2011 - July 2011
OWP/P Cannon Design October 2009 - January 2011
OWP/P February 2006 - October 2009
LJB Inc. May 2005 - January 2006
Miller-Valentine Group May 2001 - August 2002
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting and Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2011
M.S. in Civil Engineering, Civil Engineering
University of Dayton 2001 — 2005
Bachelor of Science, Civil Engineering
Tiffany Irving Tiffany Irving's William Blair & Company Experience October 2010 - May 2012
Job Sr. Vice President, Private Client Advisor at US Trust
Industry Financial Services
Experience
US Trust May 2012 - Present
William Blair & Company October 2010 - May 2012
Northern Trust January 2008 - October 2010
Brownson, Rehmus & Foxworth April 1999 - January 2008
Skills
Asset Managment, Investment Management, Banking, Finance, Financial Advisory, Investment Advisory, Portfolio Management, Investments, Financial Modeling, Strategic Financial..., Estate Planning, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Options, Wealth Management, Asset Allocation, Series 63, Asset Management, Equities, Series 7, Retirement Planning, High Net Worth..., Trading Systems, Derivatives, Wealth, Investment Strategies, Securities, Wealth Management..., ETFs, Private Equity
Education
DePaul University
BS, Finance
University of Phoenix
MBA
US Trust May 2012 - Present
William Blair & Company October 2010 - May 2012
Northern Trust January 2008 - October 2010
Brownson, Rehmus & Foxworth April 1999 - January 2008
Skills
Asset Managment, Investment Management, Banking, Finance, Financial Advisory, Investment Advisory, Portfolio Management, Investments, Financial Modeling, Strategic Financial..., Estate Planning, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Options, Wealth Management, Asset Allocation, Series 63, Asset Management, Equities, Series 7, Retirement Planning, High Net Worth..., Trading Systems, Derivatives, Wealth, Investment Strategies, Securities, Wealth Management..., ETFs, Private Equity
Education
DePaul University
BS, Finance
University of Phoenix
MBA
Kim Nash-Walker, MBA Kim Nash-Walker, MBA's William Blair & Company Experience 1998 - 2002
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Elite Human Capital Group May 2015 - August 2015
Emerson Climate Technologies February 2015 - April 2015
GMR Marketing August 2014 - November 2014
Robert W. Baird & Co. April 2013 - July 2014
Wells Fargo Advisors July 2012 - April 2013
FIS April 2007 - October 2011
University of Wisconsin 2003 - 2006
William Blair & Company 1998 - 2002
Mack & Associates, LTD 1996 - 1997
Skills
Training, Reporting & Analysis, PowerPoint, Leadership, Negotiation, Coaching, Time Management, Talent Acquisition, Marketing, Product Management, Risk Management, Analysis, Project Management, Sales, Accounts Payable, Business Analysis, Account Management, Management, Service Level Agreements, Product Marketing, Organizational..., Access, Outlook, Microsoft Excel, Troubleshooting, Investments, Payment Card Processing, Oracle, Financial Statements, Strategic Planning, SharePoint, Lotus Notes, Team Building, Microsoft Word, Invoicing, Customer Service, Teamwork, Software Documentation, CRM, Microsoft Office, Process Improvement, Recruiting, Banking, Disaster Recovery, Strategic Financial..., Financial Services, Finance, Employee Benefits
Education
Cardinal Stritch University 2009 — 2011
Master of Business Administration (M.B.A.), Business and Management, 3.78 out of 4.0
University of Wisconsin-Whitewater 2003 — 2006
Bachelor, Education, 3.63 out of 4.0
Gateway Technical College 1991 — 1993
Associates, Marketing, 2.68 out of 3.0
Elkhorn Area High School 1980 — 1984
College Bound, Education
Ameriprise Financial Services, Inc. August 2015 - Present
Elite Human Capital Group May 2015 - August 2015
Emerson Climate Technologies February 2015 - April 2015
GMR Marketing August 2014 - November 2014
Robert W. Baird & Co. April 2013 - July 2014
Wells Fargo Advisors July 2012 - April 2013
FIS April 2007 - October 2011
University of Wisconsin 2003 - 2006
William Blair & Company 1998 - 2002
Mack & Associates, LTD 1996 - 1997
Skills
Training, Reporting & Analysis, PowerPoint, Leadership, Negotiation, Coaching, Time Management, Talent Acquisition, Marketing, Product Management, Risk Management, Analysis, Project Management, Sales, Accounts Payable, Business Analysis, Account Management, Management, Service Level Agreements, Product Marketing, Organizational..., Access, Outlook, Microsoft Excel, Troubleshooting, Investments, Payment Card Processing, Oracle, Financial Statements, Strategic Planning, SharePoint, Lotus Notes, Team Building, Microsoft Word, Invoicing, Customer Service, Teamwork, Software Documentation, CRM, Microsoft Office, Process Improvement, Recruiting, Banking, Disaster Recovery, Strategic Financial..., Financial Services, Finance, Employee Benefits
Education
Cardinal Stritch University 2009 — 2011
Master of Business Administration (M.B.A.), Business and Management, 3.78 out of 4.0
University of Wisconsin-Whitewater 2003 — 2006
Bachelor, Education, 3.63 out of 4.0
Gateway Technical College 1991 — 1993
Associates, Marketing, 2.68 out of 3.0
Elkhorn Area High School 1980 — 1984
College Bound, Education
Alex Phelan Alex Phelan's William Blair & Company Experience July 2014 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company July 2014 - Present
William Blair & Company May 2013 - August 2013
Spark Capital LLC June 2012 - August 2012
Skills
Investment Banking, Investments, Corporate Finance, Economics, Mergers & Acquisitions, Microsoft Excel, Stata, PowerPoint, Data Analysis, Bloomberg, Microsoft Word, Business Strategy, Microsoft Office, Equity Research
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.)- Business, Entrepreneurship & Organizations, Business Economics
Xaverian Brothers High School 2006 — 2010
William Blair & Company July 2014 - Present
William Blair & Company May 2013 - August 2013
Spark Capital LLC June 2012 - August 2012
Skills
Investment Banking, Investments, Corporate Finance, Economics, Mergers & Acquisitions, Microsoft Excel, Stata, PowerPoint, Data Analysis, Bloomberg, Microsoft Word, Business Strategy, Microsoft Office, Equity Research
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.)- Business, Entrepreneurship & Organizations, Business Economics
Xaverian Brothers High School 2006 — 2010
Tina Walliser Tina Walliser's William Blair & Company Experience March 2006 - September 2010
Job Seasoned, MultiLingual Research Analyst Knowledgeable in Diverse North American and European Markets
Industry Information Services
Experience
SCORE "Counselors to America's Small Business" 2011 - May 2011
William Blair & Company March 2006 - September 2010
Bottega Veneta June 2004 - December 2005
NTC Srl April 2003 - May 2004
Roland Berger Strategy Consultants March 2001 - March 2003
Skills
Competitive Analysis, Start-ups, Factiva, Marketing, Analysis, Research, Project Management
Education
Fachhochschule Stuttgart - Hochschule der Medien 1997 — 2001
Master
Hebel Gymnasium 1987 — 1996
Abitur
SCORE "Counselors to America's Small Business" 2011 - May 2011
William Blair & Company March 2006 - September 2010
Bottega Veneta June 2004 - December 2005
NTC Srl April 2003 - May 2004
Roland Berger Strategy Consultants March 2001 - March 2003
Skills
Competitive Analysis, Start-ups, Factiva, Marketing, Analysis, Research, Project Management
Education
Fachhochschule Stuttgart - Hochschule der Medien 1997 — 2001
Master
Hebel Gymnasium 1987 — 1996
Abitur
Bradford Page Bradford Page's William Blair & Company Experience March 2010 - Present
Job Director, Investment Banking at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2010 - Present
JP Morgan June 2008 - March 2010
Canaccord Adams March 2003 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Private Equity
Education
Georgetown University 2006 — 2008
MBA, Accounting and Finance
Denison University 1996 — 2000
BA, Economics
William Blair & Company March 2010 - Present
JP Morgan June 2008 - March 2010
Canaccord Adams March 2003 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Private Equity
Education
Georgetown University 2006 — 2008
MBA, Accounting and Finance
Denison University 1996 — 2000
BA, Economics
Joshua Lamers Joshua Lamers's William Blair & Company Experience March 2013 - Present
Job Executive Sales Assistant at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2013 - Present
Rothschild Investment Corporation June 2010 - March 2013
Big Foot Country Club May 2009 - September 2009
Northwestern Mutual March 2008 - July 2008
Skills
Investments, Retirement Planning, Portfolio Management, Financial Advisory, 401k, Mutual Funds, Asset Allocation, Wealth Management, Insurance, High Net Worth..., Finance, Strategy, Financial Analysis, Fixed Income, Financial Services, Investment Advisory, Financial Modeling, Alternative Investments, Derivatives, Financial Markets, Investment Management, Investment Strategies, Strategic Financial...
Education
Carthage College 2006 — 2010
B.A., International Political Economy
Simley High School
William Blair & Company March 2013 - Present
Rothschild Investment Corporation June 2010 - March 2013
Big Foot Country Club May 2009 - September 2009
Northwestern Mutual March 2008 - July 2008
Skills
Investments, Retirement Planning, Portfolio Management, Financial Advisory, 401k, Mutual Funds, Asset Allocation, Wealth Management, Insurance, High Net Worth..., Finance, Strategy, Financial Analysis, Fixed Income, Financial Services, Investment Advisory, Financial Modeling, Alternative Investments, Derivatives, Financial Markets, Investment Management, Investment Strategies, Strategic Financial...
Education
Carthage College 2006 — 2010
B.A., International Political Economy
Simley High School
Ben Rose's William Blair & Company Experience April 2015 - Present
Job Senior Operations Control Associate at William Blair & Company
Industry Accounting
Jeff Knopping Jeff Knopping's William Blair & Company Experience 2009 - 2012
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2014 - Present
KCAP Financial, Inc. 2012 - 2014
William Blair & Company 2009 - 2012
GE Capital 1996 - 2008
Citi 1990 - 1996
Bank of America 1985 - 1988
Skills
Capital Raises, Debt Restructuring, Deal Structuring, Credit, Financial Advisory, Origination, M&A experience, Strategic Leadership, Team Leadership, Loan Structuring, Loan Origination, Syndication, Securitization, Financial Structuring, Capital Markets, Corporate Finance, Investments, Mergers, Capital, Syndications, Restructuring, Mergers & Acquisitions, Mezzanine, Asset Based Lending, Negotiation, Investment Banking, Finance, Capital Structure, Private Equity, Acquisitions
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
American University 1981 — 1985
BA, International Affairs, Business
Cowen and Company 2014 - Present
KCAP Financial, Inc. 2012 - 2014
William Blair & Company 2009 - 2012
GE Capital 1996 - 2008
Citi 1990 - 1996
Bank of America 1985 - 1988
Skills
Capital Raises, Debt Restructuring, Deal Structuring, Credit, Financial Advisory, Origination, M&A experience, Strategic Leadership, Team Leadership, Loan Structuring, Loan Origination, Syndication, Securitization, Financial Structuring, Capital Markets, Corporate Finance, Investments, Mergers, Capital, Syndications, Restructuring, Mergers & Acquisitions, Mezzanine, Asset Based Lending, Negotiation, Investment Banking, Finance, Capital Structure, Private Equity, Acquisitions
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
American University 1981 — 1985
BA, International Affairs, Business
Jake Weyerhaeuser Jake Weyerhaeuser's William Blair & Company Experience June 2012 - August 2012
Job Development Analyst at Pillar Properties
Industry Real Estate
Experience
Pillar Properties July 2015 - Present
Cohen Financial July 2013 - June 2015
William Blair & Company June 2012 - August 2012
Skills
PowerPoint, Entrepreneurship, Team Leadership, Financial Analysis, Stata, Bloomberg, Teaching, Public Speaking, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Argus Modeling, Financial Modeling, Windows, Forecasting, Customer Service, Photoshop, Finance, Management, Time Management, Spanish, Outlook, Analysis, Valuation
Education
Claremont McKenna College 2009 — 2013
Bachelor's Degree, Finance, General
Pillar Properties July 2015 - Present
Cohen Financial July 2013 - June 2015
William Blair & Company June 2012 - August 2012
Skills
PowerPoint, Entrepreneurship, Team Leadership, Financial Analysis, Stata, Bloomberg, Teaching, Public Speaking, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Argus Modeling, Financial Modeling, Windows, Forecasting, Customer Service, Photoshop, Finance, Management, Time Management, Spanish, Outlook, Analysis, Valuation
Education
Claremont McKenna College 2009 — 2013
Bachelor's Degree, Finance, General
Elizabeth Shuman Elizabeth Shuman's William Blair & Company Experience July 2015 - Present
Job Investment Banking Associate at William Blair
Industry Financial Services
Experience
William Blair & Company July 2015 - Present
William Blair & Company June 2012 - June 2015
Harvard Student Agencies February 2011 - January 2012
Warner Bros. Entertainment Group of Companies June 2009 - August 2009
Shearman & Sterling LLP September 2007 - February 2008
Education
Harvard University 2008 — 2012
Choate Rosemary Hall
William Blair & Company July 2015 - Present
William Blair & Company June 2012 - June 2015
Harvard Student Agencies February 2011 - January 2012
Warner Bros. Entertainment Group of Companies June 2009 - August 2009
Shearman & Sterling LLP September 2007 - February 2008
Education
Harvard University 2008 — 2012
Choate Rosemary Hall
Bill Melka Bill Melka's William Blair & Company Experience August 2014 - Present
Job William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2014 - Present
MelkandCookies, Inc. January 2010 - Present
Ronald McDonald House @ Central Dupage Hospital Fundraising Committee February 2013 - January 2015
Calamos Wealth Management January 2012 - August 2014
Mr. Bill's Century Rides for Ronald McDonald House Charities of Chicagoland February 2010 - December 2012
Ronald McDonald House Charities of Chicagoland & Northwest Indiana June 2010 - January 2012
Barclays Wealth Americas February 2008 - February 2010
The Northern Trust Company April 1986 - February 2008
Skills
High Net Worth..., Small Business, Series 7, Series 6, Series 63, Series 65, High-Level Relationship..., Long-term Customer..., Investment Advisory, Portfolio Management, Investment Management, Securities, Alternative Investments, Wealth Management..., Investments, Entrepreneurship, Wealth Management, Finance, Fundraising, Mutual Funds, Strategic Financial..., Investment Strategies, Retirement Planning, Equities, Hedge Funds, Financial Services, Fixed Income, Private Equity, Financial Advisory, Estate Planning, Wealth, Capital Markets, Venture Capital, Financial Planning
Education
Benedictine University 2010 — 2016
Accounting and Finance
Arizona State University - W. P. Carey School of Business 1981 — 1984
B.S., Finance
St. Francis High School 1974 — 1978
William Blair & Company August 2014 - Present
MelkandCookies, Inc. January 2010 - Present
Ronald McDonald House @ Central Dupage Hospital Fundraising Committee February 2013 - January 2015
Calamos Wealth Management January 2012 - August 2014
Mr. Bill's Century Rides for Ronald McDonald House Charities of Chicagoland February 2010 - December 2012
Ronald McDonald House Charities of Chicagoland & Northwest Indiana June 2010 - January 2012
Barclays Wealth Americas February 2008 - February 2010
The Northern Trust Company April 1986 - February 2008
Skills
High Net Worth..., Small Business, Series 7, Series 6, Series 63, Series 65, High-Level Relationship..., Long-term Customer..., Investment Advisory, Portfolio Management, Investment Management, Securities, Alternative Investments, Wealth Management..., Investments, Entrepreneurship, Wealth Management, Finance, Fundraising, Mutual Funds, Strategic Financial..., Investment Strategies, Retirement Planning, Equities, Hedge Funds, Financial Services, Fixed Income, Private Equity, Financial Advisory, Estate Planning, Wealth, Capital Markets, Venture Capital, Financial Planning
Education
Benedictine University 2010 — 2016
Accounting and Finance
Arizona State University - W. P. Carey School of Business 1981 — 1984
B.S., Finance
St. Francis High School 1974 — 1978
Kerry-Ann Wilkins Kerry-Ann Wilkins's William Blair & Company Experience March 2010 - Present
Job Brand Marketing & Communications at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2010 - Present
The Marketing Arm March 2009 - November 2009
TEAM Enterprises June 2006 - July 2009
Lind-Waldock July 2007 - May 2008
Skills
Marketing, Social Media, Email Marketing, Marketing Strategy, Marketing Communications, Digital Marketing, Advertising, Event Planning, Market Research
Education
Columbia College Chicago 2000 — 2006
B.A., Marketing Communication
William Blair & Company March 2010 - Present
The Marketing Arm March 2009 - November 2009
TEAM Enterprises June 2006 - July 2009
Lind-Waldock July 2007 - May 2008
Skills
Marketing, Social Media, Email Marketing, Marketing Strategy, Marketing Communications, Digital Marketing, Advertising, Event Planning, Market Research
Education
Columbia College Chicago 2000 — 2006
B.A., Marketing Communication
Dimiter V. Tassev's William Blair & Company Experience November 2011 - August 2013
Job Biotechnology Analyst at Surveyor Capital/Citadel LLC
Industry Research
Experience
Surveyor Capital/Citadel LLC August 2014 - Present
Barclays August 2013 - August 2014
William Blair & Company November 2011 - August 2013
ContraFect Corp February 2011 - November 2011
Jefferies & Company July 2010 - November 2010
Skills
Molecular Biology, Biotechnology, Immunology, Drug Discovery, Cancer, Oncology, Monoclonal Antibodies, Infectious Diseases, Science, Biomarker Discovery, Lifesciences, Healthcare, Cell Culture, PCR, Research, Western Blotting, Flow Cytometry, Biochemistry, Cell Biology, Cell, Microbiology, Genetics
Education
Gerstner Sloan-Kettering Graduate School of Biomedical Sciences 2006 — 2011
PhD, Immuno-Oncology
Cold Spring Harbor Laboratory 2007 — 2007
Certificate, Phage Display of Proteins and Peptides
The Ohio State University 2003 — 2006
BS, Microbiology
Surveyor Capital/Citadel LLC August 2014 - Present
Barclays August 2013 - August 2014
William Blair & Company November 2011 - August 2013
ContraFect Corp February 2011 - November 2011
Jefferies & Company July 2010 - November 2010
Skills
Molecular Biology, Biotechnology, Immunology, Drug Discovery, Cancer, Oncology, Monoclonal Antibodies, Infectious Diseases, Science, Biomarker Discovery, Lifesciences, Healthcare, Cell Culture, PCR, Research, Western Blotting, Flow Cytometry, Biochemistry, Cell Biology, Cell, Microbiology, Genetics
Education
Gerstner Sloan-Kettering Graduate School of Biomedical Sciences 2006 — 2011
PhD, Immuno-Oncology
Cold Spring Harbor Laboratory 2007 — 2007
Certificate, Phage Display of Proteins and Peptides
The Ohio State University 2003 — 2006
BS, Microbiology
Donald Julian Reaves, Ph.D Donald Julian Reaves, Ph.D's William Blair & Company Experience 2004 - Present
Job Director at Amica Mutual Insurance
Industry Higher Education
Experience
Amica Mutual Insurance 2004 - Present
William Blair & Company 2004 - Present
American Student Assistance 1992 - Present
Winston-Salem State University January 2015 - Present
Winston-Salem State University February 2007 - December 2014
Wells Fargo 2012 - 2014
The University of Chicago August 2002 - August 2007
Bank Rhode Island 1996 - 2002
Brown University 1993 - 2002
Genesis Limited Insurance Company 1991 - 2002
Skills
Finance, Governance, Budgets, Higher Education, Nonprofits, Public Speaking, SEC Audit Expert..., Investment Committee...
Education
Kent State University 1978 — 1981
Doctor of Philosophy (Ph.D.), Political Science; Public Administration
Kent State University 1976 — 1978
Master of Arts (M.A.), Political Science; Public Administration
Cleveland State University 1970 — 1976
Bachelor of Arts (B.A.), Political Science
Amica Mutual Insurance 2004 - Present
William Blair & Company 2004 - Present
American Student Assistance 1992 - Present
Winston-Salem State University January 2015 - Present
Winston-Salem State University February 2007 - December 2014
Wells Fargo 2012 - 2014
The University of Chicago August 2002 - August 2007
Bank Rhode Island 1996 - 2002
Brown University 1993 - 2002
Genesis Limited Insurance Company 1991 - 2002
Skills
Finance, Governance, Budgets, Higher Education, Nonprofits, Public Speaking, SEC Audit Expert..., Investment Committee...
Education
Kent State University 1978 — 1981
Doctor of Philosophy (Ph.D.), Political Science; Public Administration
Kent State University 1976 — 1978
Master of Arts (M.A.), Political Science; Public Administration
Cleveland State University 1970 — 1976
Bachelor of Arts (B.A.), Political Science
Christa Cynova Christa Cynova's William Blair & Company Experience October 2013 - Present
Job Portfolio Implementation Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company October 2013 - Present
UBS Global Asset Management May 2011 - October 2013
UBS Global Asset Management June 2010 - May 2011
University of Illinois at Chicago August 2007 - May 2011
Midwestern University May 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Equities, Mutual Funds, Asset Managment, Microsoft Office, Longview, Investments, Investment Strategies, Financial Services, Microsoft Excel, Capital Markets, Finance, Securities, Trading, Asset Management, Derivatives, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Chicago 2007 — 2011
Bachelor of Science, Finance
William Blair & Company October 2013 - Present
UBS Global Asset Management May 2011 - October 2013
UBS Global Asset Management June 2010 - May 2011
University of Illinois at Chicago August 2007 - May 2011
Midwestern University May 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Equities, Mutual Funds, Asset Managment, Microsoft Office, Longview, Investments, Investment Strategies, Financial Services, Microsoft Excel, Capital Markets, Finance, Securities, Trading, Asset Management, Derivatives, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Chicago 2007 — 2011
Bachelor of Science, Finance
James Price Chuck James Price Chuck's William Blair & Company Experience June 1996 - August 1997
Job Innovative VC/PE
Industry Venture Capital & Private Equity
Experience
Sovereign Cider August 2013 - Present
Baršun March 2013 - Present
TAG Holding LLC April 2011 - Present
Adriatic Aviation Group April 2011 - April 2012
Euris Capital Partners January 2009 - March 2011
Dolphin Capital Investors July 2007 - December 2008
Katzenbach Partners (now combined with Booz & Company) July 2005 - June 2007
KTN-BH August 1998 - November 2001
Commission for Real Property Claims of DIsplaced Persons and Refugees June 1997 - July 1998
William Blair & Company June 1996 - August 1997
Skills
Business Strategy, Strategic Planning, Strategy, Financial Analysis, Management Consulting, Entrepreneurship, Private Equity, Financial Modeling, Valuation, Start-ups, Business Development, Sustainable Tourism, Transportation, Infrastructure, Commercial Aviation, Renewable Energy, Motorcycling, Heritage Tourism, Aquaculture, Tennis, Soccer, Adriatic Region, Balkans, Leadership, Management, Finance, Business Planning, Negotiation, Corporate Development, Market Research, Marketing Communications, Venture Capital, Marketing Strategy, Online Marketing
Education
Columbia University in the City of New York 2003 — 2005
MBA, Finance/Economics
University of Wisconsin-Madison 1993 — 1997
BA, International Political Economy / Behavioral Economics
Institut d'Etudes politiques d'Aix-en-Provence 1995 — 1996
Dip, International Economics and Law
Choate Rosemary Hall 1989 — 1993
Latin School of Chicago 1987 — 1993
Sovereign Cider August 2013 - Present
Baršun March 2013 - Present
TAG Holding LLC April 2011 - Present
Adriatic Aviation Group April 2011 - April 2012
Euris Capital Partners January 2009 - March 2011
Dolphin Capital Investors July 2007 - December 2008
Katzenbach Partners (now combined with Booz & Company) July 2005 - June 2007
KTN-BH August 1998 - November 2001
Commission for Real Property Claims of DIsplaced Persons and Refugees June 1997 - July 1998
William Blair & Company June 1996 - August 1997
Skills
Business Strategy, Strategic Planning, Strategy, Financial Analysis, Management Consulting, Entrepreneurship, Private Equity, Financial Modeling, Valuation, Start-ups, Business Development, Sustainable Tourism, Transportation, Infrastructure, Commercial Aviation, Renewable Energy, Motorcycling, Heritage Tourism, Aquaculture, Tennis, Soccer, Adriatic Region, Balkans, Leadership, Management, Finance, Business Planning, Negotiation, Corporate Development, Market Research, Marketing Communications, Venture Capital, Marketing Strategy, Online Marketing
Education
Columbia University in the City of New York 2003 — 2005
MBA, Finance/Economics
University of Wisconsin-Madison 1993 — 1997
BA, International Political Economy / Behavioral Economics
Institut d'Etudes politiques d'Aix-en-Provence 1995 — 1996
Dip, International Economics and Law
Choate Rosemary Hall 1989 — 1993
Latin School of Chicago 1987 — 1993
Bianca Alterio's William Blair & Company Experience April 2013 - September 2013
Job Recruiter/Project Coordinator at CME Group
Industry Human Resources
Experience
CME Group September 2013 - Present
SHRM - DePaul Chapter November 2013 - May 2014
William Blair & Company April 2013 - September 2013
DePaul University September 2010 - April 2013
Easton Associates May 2012 - December 2012
Alpha Kappa Psi September 2011 - May 2012
Skills
Proficient in Excel, Proficient in Microsoft..., Strong Communication..., Logical Thinker, Time Management, Microsoft Excel, Microsoft Word, Marketing, Access Database, Recruiting, Human Resources, Excellent problem..., I-9 audits, Interviews, Social Networking, Leadership, PowerPoint, College Recruiting, Microsoft Access, Access, Communication, Teamwork, Microsoft Office
Education
DePaul University 2010 — 2014
Bachelor of Science (B.S.), Management (Human Resources concentration)
The Paideia School
CME Group September 2013 - Present
SHRM - DePaul Chapter November 2013 - May 2014
William Blair & Company April 2013 - September 2013
DePaul University September 2010 - April 2013
Easton Associates May 2012 - December 2012
Alpha Kappa Psi September 2011 - May 2012
Skills
Proficient in Excel, Proficient in Microsoft..., Strong Communication..., Logical Thinker, Time Management, Microsoft Excel, Microsoft Word, Marketing, Access Database, Recruiting, Human Resources, Excellent problem..., I-9 audits, Interviews, Social Networking, Leadership, PowerPoint, College Recruiting, Microsoft Access, Access, Communication, Teamwork, Microsoft Office
Education
DePaul University 2010 — 2014
Bachelor of Science (B.S.), Management (Human Resources concentration)
The Paideia School
Jeffrey A. Coburn Jeffrey A. Coburn's William Blair & Company Experience January 2014 - Present
Job Private Client Advisor
Industry Financial Services
Experience
William Blair & Company January 2014 - Present
Skills
Capital Markets, Derivatives, Equities, Financial Markets, Financial Modeling, Fixed Income, Investments, Series 7, Trading, Wealth Management, Alternative Investments, Bloomberg, Hedge Funds, Investment Strategies, Portfolio Management, Asset Management, Securities, Private Equity, Asset Allocation, Finance, Options, Financial Services, Investment Management, Mutual Funds, Bonds, Series 63, Financial Planning, Investment Advisory, Commodity
Education
Auburn University
Bachelor of Arts (BA), Finance
William Blair & Company January 2014 - Present
Skills
Capital Markets, Derivatives, Equities, Financial Markets, Financial Modeling, Fixed Income, Investments, Series 7, Trading, Wealth Management, Alternative Investments, Bloomberg, Hedge Funds, Investment Strategies, Portfolio Management, Asset Management, Securities, Private Equity, Asset Allocation, Finance, Options, Financial Services, Investment Management, Mutual Funds, Bonds, Series 63, Financial Planning, Investment Advisory, Commodity
Education
Auburn University
Bachelor of Arts (BA), Finance
Anand Krishnakumar, CFA Anand Krishnakumar, CFA's William Blair & Company Experience September 2015 - Present
Job Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2015 - Present
Morningstar October 2012 - August 2015
J.P. Morgan June 2010 - September 2012
Morgan Stanley February 2004 - August 2010
Skills
Business Analysis, Software Development, Leadership, Management, Portfolio Management, SDLC, Risk Management, Agile Methodologies, SQL, Analytics, Fixed Income, Equities, Asset Management
Education
The University of Chicago 2014 — 2016
Master's Degree, Financial Mathematics
University of Illinois at Urbana-Champaign 2001 — 2003
Master’s Degree, Computer Science
Birla Institute of Technology and Science, Pilani 1997 — 2001
Bachelor’s Degree, Electronics & Instrumentation
William Blair & Company September 2015 - Present
Morningstar October 2012 - August 2015
J.P. Morgan June 2010 - September 2012
Morgan Stanley February 2004 - August 2010
Skills
Business Analysis, Software Development, Leadership, Management, Portfolio Management, SDLC, Risk Management, Agile Methodologies, SQL, Analytics, Fixed Income, Equities, Asset Management
Education
The University of Chicago 2014 — 2016
Master's Degree, Financial Mathematics
University of Illinois at Urbana-Champaign 2001 — 2003
Master’s Degree, Computer Science
Birla Institute of Technology and Science, Pilani 1997 — 2001
Bachelor’s Degree, Electronics & Instrumentation
Rocio Aldana Rocio Aldana's William Blair & Company Experience Promotions CoordinatorRadio Disney2007 - 2009
Job Meeting Planner at William Blair & Company
Industry Financial Services
Experience
William Blair & Company Promotions CoordinatorRadio Disney2007 - 2009
Skills
Meeting Planning, Managing Meetings, Social Media, Marketing Communications, Community Outreach, Strategic Communications, Internal Communications, Outlook, Event Management, Facebook, Social Networking, Event Planning, Public Relations
Education
Columbia College Chicago 2005 — 2009
Bachelor of Arts (B.A.), Marketing communications
William Blair & Company Promotions CoordinatorRadio Disney2007 - 2009
Skills
Meeting Planning, Managing Meetings, Social Media, Marketing Communications, Community Outreach, Strategic Communications, Internal Communications, Outlook, Event Management, Facebook, Social Networking, Event Planning, Public Relations
Education
Columbia College Chicago 2005 — 2009
Bachelor of Arts (B.A.), Marketing communications
Clay Carter, FRM Clay Carter, FRM's William Blair & Company Experience August 2015 - Present
Job Performance Analyst
Industry Banking
Experience
William Blair & Company August 2015 - Present
Skills
Investments, Public Speaking, Investment Strategies, Microsoft Office, Management, Microsoft Excel, Portfolio Management, Financial Analysis, Analysis, Customer Service, Microsoft Word
Education
Creighton University 2011 — 2012
Master of Science in Security Analysis and Portfolio Management, Finance
Creighton University 2011 — 2012
Master of Business Administration (MBA)
University of Missouri-Columbia 2008 — 2011
Bachelors in Finance and Banking, Finance and Banking
William Blair & Company August 2015 - Present
Skills
Investments, Public Speaking, Investment Strategies, Microsoft Office, Management, Microsoft Excel, Portfolio Management, Financial Analysis, Analysis, Customer Service, Microsoft Word
Education
Creighton University 2011 — 2012
Master of Science in Security Analysis and Portfolio Management, Finance
Creighton University 2011 — 2012
Master of Business Administration (MBA)
University of Missouri-Columbia 2008 — 2011
Bachelors in Finance and Banking, Finance and Banking
Kristina Campos Kristina Campos's William Blair & Company Experience August 2014 - Present
Job Digital Strategy Manager at William Blair & Company
Industry Marketing and Advertising
Experience
William Blair & Company August 2014 - Present
William Blair & Company February 2011 - July 2014
Marcel Media August 2009 - December 2010
Marcel Media August 2008 - August 2009
Marcel Media February 2007 - August 2008
Skills
Salesforce.com, SharePoint, Ektron, Silverpop, Marketo, Constant Contact, Genius, Adobe Creative Suite, Wordpress, Microsoft Office, Perceptual Mapping, Conjoint Analysis, Email Marketing, Mac OS X, HTML + CSS, Visio, PowerPoint, Excel, Word, Access, Dreamweaver, Web Analytics, Google Analytics, Google Adwords, Google Apps, Google Webmaster Tools, Outlook, Strategic Planning, Project Portfolio..., Sitecore CMS, WordPress, SEM, Social Media Marketing, Marketing, Online Marketing, Social Media, SEO, Social Networking, Digital Marketing, Digital Strategy, Marketing Strategy, Strategy
Education
DePaul University 2004 — 2008
BS, Honors Marketing, Spanish
Universidad Complutense de Madrid 2006 — 2007
Certificate in Spanish language program for native speakers, Spanish
William Blair & Company August 2014 - Present
William Blair & Company February 2011 - July 2014
Marcel Media August 2009 - December 2010
Marcel Media August 2008 - August 2009
Marcel Media February 2007 - August 2008
Skills
Salesforce.com, SharePoint, Ektron, Silverpop, Marketo, Constant Contact, Genius, Adobe Creative Suite, Wordpress, Microsoft Office, Perceptual Mapping, Conjoint Analysis, Email Marketing, Mac OS X, HTML + CSS, Visio, PowerPoint, Excel, Word, Access, Dreamweaver, Web Analytics, Google Analytics, Google Adwords, Google Apps, Google Webmaster Tools, Outlook, Strategic Planning, Project Portfolio..., Sitecore CMS, WordPress, SEM, Social Media Marketing, Marketing, Online Marketing, Social Media, SEO, Social Networking, Digital Marketing, Digital Strategy, Marketing Strategy, Strategy
Education
DePaul University 2004 — 2008
BS, Honors Marketing, Spanish
Universidad Complutense de Madrid 2006 — 2007
Certificate in Spanish language program for native speakers, Spanish
Manal Khani Manal Khani's William Blair & Company Experience December 2013 - Present
Job Data/Project Analyst | Software Implementation at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company December 2013 - Present
William Blair & Company December 2013 - Present
William Blair & Company February 2013 - December 2013
William Blair & Company December 2011 - February 2013
Strack and Van til June 2011 - August 2011
Draper and Kramer October 2009 - February 2010
Geetha Sivam MD March 2009 - March 2009
Kennedy Motor Sales, Inc March 2006 - March 2009
Skills
Microsoft Excel, Management, Leadership, Finance, Salesforce.com, Budgets, Training, Financial Analysis, Outlook, Business Analysis, Investments, PowerPoint, Microsoft Office, SharePoint, Analytics, Analysis, Sales, Microsoft Word, Customer Service, Data Analysis, Marketing, CRM, Process Improvement, Financial Services, Strategic Planning, Risk Management, Access, Project Management, Team Leadership, Teamwork, Forecasting, Project Planning, Market Research, Financial Reporting, Software Documentation, Business Strategy, Team Building, Research, MS Project, Change Management, Operations Management, Asset Managment, Negotiation, Social Media, digital marketing, HTML5, CSS, Adobe Design Programs, Asset Management
Education
Harvard University
CS50 (Online), Computer Science
DePaul University 2014 — 2014
Integrated Marketing Communications Certificate
DeVry University 2007 — 2010
Bachelor of Science in Business Administration, Finance
Purdue University Calumet 2010 — 2010
Spanish Courses, Spanish Language and Literature
William Blair & Company December 2013 - Present
William Blair & Company December 2013 - Present
William Blair & Company February 2013 - December 2013
William Blair & Company December 2011 - February 2013
Strack and Van til June 2011 - August 2011
Draper and Kramer October 2009 - February 2010
Geetha Sivam MD March 2009 - March 2009
Kennedy Motor Sales, Inc March 2006 - March 2009
Skills
Microsoft Excel, Management, Leadership, Finance, Salesforce.com, Budgets, Training, Financial Analysis, Outlook, Business Analysis, Investments, PowerPoint, Microsoft Office, SharePoint, Analytics, Analysis, Sales, Microsoft Word, Customer Service, Data Analysis, Marketing, CRM, Process Improvement, Financial Services, Strategic Planning, Risk Management, Access, Project Management, Team Leadership, Teamwork, Forecasting, Project Planning, Market Research, Financial Reporting, Software Documentation, Business Strategy, Team Building, Research, MS Project, Change Management, Operations Management, Asset Managment, Negotiation, Social Media, digital marketing, HTML5, CSS, Adobe Design Programs, Asset Management
Education
Harvard University
CS50 (Online), Computer Science
DePaul University 2014 — 2014
Integrated Marketing Communications Certificate
DeVry University 2007 — 2010
Bachelor of Science in Business Administration, Finance
Purdue University Calumet 2010 — 2010
Spanish Courses, Spanish Language and Literature
Jennifer Pinner Jennifer Pinner's William Blair & Company Experience February 2014 - Present
Job Client Service Associate at William Blair
Industry Financial Services
Experience
William Blair & Company February 2014 - Present
Northern Trust June 2013 - February 2014
Northern Trust January 2009 - June 2013
Northern Trust June 2006 - December 2008
Amalgamated Bank of Chicago April 2005 - June 2006
Skills
Account Management, Outstanding time..., Priority Management, Team Leadership, Auditing, Reporting & Analysis, Training, Compliance, Business Decision Making, Critical Thinking, High Organizational..., Written & Verbal..., ERISA, Taft-Hartley, Relationship Management, Mutual Funds, DTC, Time Management, Financial Services, Investments, Financial Analysis, Portfolio Management, Finance, Asset Management, Banking, Equities, Risk Management, Wealth Management, Trading, Fixed Income, Securities
Education
Saint Xavier University
Master of Business Administration (MBA), Finance
DePaul University
Bachelor of Science, Management
William Blair & Company February 2014 - Present
Northern Trust June 2013 - February 2014
Northern Trust January 2009 - June 2013
Northern Trust June 2006 - December 2008
Amalgamated Bank of Chicago April 2005 - June 2006
Skills
Account Management, Outstanding time..., Priority Management, Team Leadership, Auditing, Reporting & Analysis, Training, Compliance, Business Decision Making, Critical Thinking, High Organizational..., Written & Verbal..., ERISA, Taft-Hartley, Relationship Management, Mutual Funds, DTC, Time Management, Financial Services, Investments, Financial Analysis, Portfolio Management, Finance, Asset Management, Banking, Equities, Risk Management, Wealth Management, Trading, Fixed Income, Securities
Education
Saint Xavier University
Master of Business Administration (MBA), Finance
DePaul University
Bachelor of Science, Management
Phillip Falk Phillip Falk's William Blair & Company Experience January 2005 - December 2008
Job Securities Sales at Landolt Securities, Inc.
Industry Financial Services
Experience
Landolt Securities, Inc. January 2012 - Present
William Blair & Company January 2005 - December 2008
Credit Suisse January 2000 - January 2005
TDS corporate January 1987 - August 1993
Skills
Sales, Strategic Planning, Marketing
Education
DePaul University 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1980 — 1983
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Landolt Securities, Inc. January 2012 - Present
William Blair & Company January 2005 - December 2008
Credit Suisse January 2000 - January 2005
TDS corporate January 1987 - August 1993
Skills
Sales, Strategic Planning, Marketing
Education
DePaul University 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1980 — 1983
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Michael Ember Michael Ember's William Blair & Company Experience June 2015 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company June 2015 - Present
Mesirow Financial July 2014 - June 2015
Mesirow Financial June 2013 - August 2013
Executive Board, UChicago Investment Banking Group June 2012 - June 2013
InterOcean Advisors LLC July 2012 - September 2012
MySocialCloud.com March 2012 - July 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Tootsie Roll Industries May 2010 - August 2010
Skills
Microsoft Excel, Spanish, Microsoft Word, PowerPoint, Capital IQ, Bloomberg Terminal, OneSource
Education
University of Chicago 2010 — 2014
Bachelor's degree, Economics
The University of Chicago - Booth School of Business 2012 — 2014
DePaul University 2012 — 2012
Accounting
London School of Economics and Political Science 2012 — 2012
Finance, General
Fenwick High School 2006 — 2010
William Blair & Company June 2015 - Present
Mesirow Financial July 2014 - June 2015
Mesirow Financial June 2013 - August 2013
Executive Board, UChicago Investment Banking Group June 2012 - June 2013
InterOcean Advisors LLC July 2012 - September 2012
MySocialCloud.com March 2012 - July 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Tootsie Roll Industries May 2010 - August 2010
Skills
Microsoft Excel, Spanish, Microsoft Word, PowerPoint, Capital IQ, Bloomberg Terminal, OneSource
Education
University of Chicago 2010 — 2014
Bachelor's degree, Economics
The University of Chicago - Booth School of Business 2012 — 2014
DePaul University 2012 — 2012
Accounting
London School of Economics and Political Science 2012 — 2012
Finance, General
Fenwick High School 2006 — 2010
Frank Trager Frank Trager's William Blair & Company Experience March 2013 - Present
Job Wholesale Associate
Industry Investment Management
Experience
William Blair & Company March 2013 - Present
Superfund USA, LLC December 2011 - February 2013
Fidelity Investments September 2011 - November 2011
Fidelity Investments June 2010 - August 2011
AB Resources May 2009 - January 2010
Boston College September 2008 - May 2009
Nordstrom May 2008 - August 2008
Edgewood Valley Country Club June 2001 - August 2008
glaceau November 2006 - May 2007
Skills
Sales, Hedge Fund Sales, Alternative Investments, Research, Microsoft Excel, Customer Service, Cold Calling, Financial Analysis, Marketing, CRM databases, Marketing Strategy, Financial Modeling, Microsoft Office, Bloomberg, Event Planning, Market Research, Social Networking
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2006 — 2010
Bachelor of Science, Finance, Management & Leadership
William Blair & Company March 2013 - Present
Superfund USA, LLC December 2011 - February 2013
Fidelity Investments September 2011 - November 2011
Fidelity Investments June 2010 - August 2011
AB Resources May 2009 - January 2010
Boston College September 2008 - May 2009
Nordstrom May 2008 - August 2008
Edgewood Valley Country Club June 2001 - August 2008
glaceau November 2006 - May 2007
Skills
Sales, Hedge Fund Sales, Alternative Investments, Research, Microsoft Excel, Customer Service, Cold Calling, Financial Analysis, Marketing, CRM databases, Marketing Strategy, Financial Modeling, Microsoft Office, Bloomberg, Event Planning, Market Research, Social Networking
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2006 — 2010
Bachelor of Science, Finance, Management & Leadership
Dan Germanotta Dan Germanotta's William Blair & Company Experience January 2006 - April 2011
Job Healthcare Services Account Manager at GE Healthcare
Industry Hospital & Health Care
Experience
GE Healthcare January 2014 - Present
GE Healthcare April 2011 - December 2013
William Blair & Company January 2006 - April 2011
Skills
Financial Modeling, Competitive Analysis, Equities, Business Strategy, Contract Negotiation, Business Analysis, Strategic Planning, Valuation, Service Contract Sales, Strategic Selling, Forecasting, Project Management, Cross-functional Team..., Healthcare Industry, Leadership, Financial Analysis, Corporate Finance, Product Launch, Strategy, Customer Service, Management, Healthcare, Medical Devices, Sales Operations
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA), Accounting, Finance, and Economics
Carroll College 2001 — 2005
Bachelor of Science (B.S.), Mathematics
GE Healthcare January 2014 - Present
GE Healthcare April 2011 - December 2013
William Blair & Company January 2006 - April 2011
Skills
Financial Modeling, Competitive Analysis, Equities, Business Strategy, Contract Negotiation, Business Analysis, Strategic Planning, Valuation, Service Contract Sales, Strategic Selling, Forecasting, Project Management, Cross-functional Team..., Healthcare Industry, Leadership, Financial Analysis, Corporate Finance, Product Launch, Strategy, Customer Service, Management, Healthcare, Medical Devices, Sales Operations
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA), Accounting, Finance, and Economics
Carroll College 2001 — 2005
Bachelor of Science (B.S.), Mathematics
Ryan M. Pearce Ryan M. Pearce's William Blair & Company Experience November 2005 - May 2006
Job Sr. Business Analyst / Consultant
Industry Investment Management
Experience
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+
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+
Andrew Arno Andrew Arno's William Blair & Company Experience 2004 - Present
Job Director at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company 2004 - Present
WR Hambrecht + Co 2000 - 2002
The Shattan Group LLC 1997 - 1999
Skills
M&A execution, Venture Capital, Private Equity, IPO, Public Equity Offerings, SaaS, Cloud Computing, Internet, Financial Modeling, Due Diligence, Contract Negotiation, Valuation Modeling, Enterprise Valuation, Fairness Opinions, Mergers & Acquisitions, Private Placements, Corporate Development, Investment Banking, Start-ups
Education
Haas School of Business, UC Berkeley 2002 — 2004
MBA
Columbia College (NY) 1992 — 1996
BA, Economics
William Blair & Company 2004 - Present
WR Hambrecht + Co 2000 - 2002
The Shattan Group LLC 1997 - 1999
Skills
M&A execution, Venture Capital, Private Equity, IPO, Public Equity Offerings, SaaS, Cloud Computing, Internet, Financial Modeling, Due Diligence, Contract Negotiation, Valuation Modeling, Enterprise Valuation, Fairness Opinions, Mergers & Acquisitions, Private Placements, Corporate Development, Investment Banking, Start-ups
Education
Haas School of Business, UC Berkeley 2002 — 2004
MBA
Columbia College (NY) 1992 — 1996
BA, Economics
Doug Mabie Doug Mabie's William Blair & Company Experience 1988 - April 2012
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2012 - Present
William Blair & Company 1988 - April 2012
Skills
Investments, Series 7, Equities, Investment Banking, Valuation, Capital Markets, Wealth Management, Private Equity, Portfolio Management, Alternative Investments, Financial Modeling, Asset Management, Fixed Income, Securities, Hedge Funds, Asset Allocation, Mutual Funds, Series 63, Corporate Finance, Retirement Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Denison University 1982 — 1986
Bachelor's Degree, Economics
Robert W. Baird & Co. April 2012 - Present
William Blair & Company 1988 - April 2012
Skills
Investments, Series 7, Equities, Investment Banking, Valuation, Capital Markets, Wealth Management, Private Equity, Portfolio Management, Alternative Investments, Financial Modeling, Asset Management, Fixed Income, Securities, Hedge Funds, Asset Allocation, Mutual Funds, Series 63, Corporate Finance, Retirement Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Denison University 1982 — 1986
Bachelor's Degree, Economics
Jennifer Beltran's William Blair & Company Experience June 2010 - July 2010
Job Global Human Resources at DTZ
Industry Information Technology and Services
Experience
DTZ October 2014 - Present
Signode Industrial Group March 2014 - October 2014
ITW June 2012 - March 2014
ITW June 2012 - September 2012
Carleton College 2008 - 2012
Edelman June 2011 - August 2011
William Blair & Company June 2010 - July 2010
Pearson Education Scott Foresman June 2009 - August 2009
Chicago Scholars Foundation 2004 - 2008
Skills
Employee Relations, Cross-functional Team..., Product Development, Process Improvement, Spanish, Project Management, Cultural Diversity, Diversity Training, Conflict Management, PeopleSoft, Public Speaking, research, Human Resources, Newsletters, Event Planning, Translation, Adobe Acrobat, CisionPoint, Workday, Bilingual-English/Spanis..., Bilingual Proficiency, Customer Service, Live Meeting, Webinars, Research, Nonprofits, Community Outreach, Microsoft Office, Editing, Management, Leadership, HRIS
Education
Universidad Antonio Ruiz de Montoya en Lima, Peru 2012 — 2012
Latin American Studies, Spanish, Cultural Anthropology, Anthropology, Literature
Carleton College 2009 — 2012
Bachelor of Arts (BA), Latin American Studies
Instituto Superior de Arte en Madrid 2011 — 2011
Sociology/ Spanish, Sociology, Urban Studies, Philosophy
DTZ October 2014 - Present
Signode Industrial Group March 2014 - October 2014
ITW June 2012 - March 2014
ITW June 2012 - September 2012
Carleton College 2008 - 2012
Edelman June 2011 - August 2011
William Blair & Company June 2010 - July 2010
Pearson Education Scott Foresman June 2009 - August 2009
Chicago Scholars Foundation 2004 - 2008
Skills
Employee Relations, Cross-functional Team..., Product Development, Process Improvement, Spanish, Project Management, Cultural Diversity, Diversity Training, Conflict Management, PeopleSoft, Public Speaking, research, Human Resources, Newsletters, Event Planning, Translation, Adobe Acrobat, CisionPoint, Workday, Bilingual-English/Spanis..., Bilingual Proficiency, Customer Service, Live Meeting, Webinars, Research, Nonprofits, Community Outreach, Microsoft Office, Editing, Management, Leadership, HRIS
Education
Universidad Antonio Ruiz de Montoya en Lima, Peru 2012 — 2012
Latin American Studies, Spanish, Cultural Anthropology, Anthropology, Literature
Carleton College 2009 — 2012
Bachelor of Arts (BA), Latin American Studies
Instituto Superior de Arte en Madrid 2011 — 2011
Sociology/ Spanish, Sociology, Urban Studies, Philosophy
Matthew Logue's William Blair & Company Experience June 2014 - September 2014
Job Financial Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC June 2015 - Present
William Blair & Company June 2014 - September 2014
Riley and Lowe Financial Solutions September 2013 - December 2013
Wintrust Mortgage May 2013 - August 2013
Walsh for Congress June 2012 - August 2012
Skills
Leadership, Teamwork, Microsoft Office, Event Planning, Marketing, Analysis, Research, Data Analysis, Fundraising, Politics
Education
Carthage College 2011 — 2015
Bachelor's degree, Finance and Economics Majors and a Political Science Minor, Magna Cum Laude
Barrington High School 2007 — 2011
Northwestern University 2015 — 2016
Certified Financial Planner Certificate Program
Balasa Dinverno Foltz LLC June 2015 - Present
William Blair & Company June 2014 - September 2014
Riley and Lowe Financial Solutions September 2013 - December 2013
Wintrust Mortgage May 2013 - August 2013
Walsh for Congress June 2012 - August 2012
Skills
Leadership, Teamwork, Microsoft Office, Event Planning, Marketing, Analysis, Research, Data Analysis, Fundraising, Politics
Education
Carthage College 2011 — 2015
Bachelor's degree, Finance and Economics Majors and a Political Science Minor, Magna Cum Laude
Barrington High School 2007 — 2011
Northwestern University 2015 — 2016
Certified Financial Planner Certificate Program
Jessica Knetl Jessica Knetl's William Blair & Company Experience June 2015 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company June 2015 - Present
XMS Capital Partners December 2013 - June 2015
Western Michigan University September 2011 - December 2011
Western Michigan University August 2011 - December 2011
Skills
Organizational..., Self-motivated, Hard working, Dependency, Time Management, Organizational..., Persuasion
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master's Degree, Accounting
Western Michigan University - Haworth College of Business 2008 — 2011
BBA, Finance
William Blair & Company June 2015 - Present
XMS Capital Partners December 2013 - June 2015
Western Michigan University September 2011 - December 2011
Western Michigan University August 2011 - December 2011
Skills
Organizational..., Self-motivated, Hard working, Dependency, Time Management, Organizational..., Persuasion
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master's Degree, Accounting
Western Michigan University - Haworth College of Business 2008 — 2011
BBA, Finance
Rick Stearns Rick Stearns's William Blair & Company Experience November 1999 - March 2010
Job Founder and Managing Partner at Riker Capital
Industry Financial Services
Experience
Riker Capital March 2010 - Present
Lazard November 1999 - March 2010
William Blair & Company November 1999 - March 2010
Skills
Mergers, Corporate Finance, Corporate Development, Finance, Economics, Buyouts, LBO, Private Placements, Private Equity, Investment Banking, Valuation, Leveraged Finance, Venture Capital, Capital Markets, Business Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Equities, Due Diligence, Restructuring, Capital Raising, Debt, Mergers & Acquisitions, IPO, Investments, Financial Structuring, M&A experience
Education
Northwestern University 1994 — 1996
MBA, Finance
Amherst College 1986 — 1990
BA, Economics
Riker Capital March 2010 - Present
Lazard November 1999 - March 2010
William Blair & Company November 1999 - March 2010
Skills
Mergers, Corporate Finance, Corporate Development, Finance, Economics, Buyouts, LBO, Private Placements, Private Equity, Investment Banking, Valuation, Leveraged Finance, Venture Capital, Capital Markets, Business Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Equities, Due Diligence, Restructuring, Capital Raising, Debt, Mergers & Acquisitions, IPO, Investments, Financial Structuring, M&A experience
Education
Northwestern University 1994 — 1996
MBA, Finance
Amherst College 1986 — 1990
BA, Economics
Brian Strachan's William Blair & Company Experience August 2014 - Present
Job Incoming Investment Banking Analyst at William Blair & Company
Industry
Experience
William Blair & Company August 2014 - Present
William Blair & Company June 2014 - Present
Lyft May 2014 - Present
Morgan Stanley June 2013 - August 2013
IMG June 2012 - August 2012
Skills
Marketing, PowerPoint, Management, Community Outreach, Coaching, Microsoft Excel, Program Management, Data Analysis, Investments, Leadership, Investment Banking, Financial Analysis, Research, Financial Modeling, Market Research, Microsoft Word, Analysis, Sales
Education
Brown University 2011 — 2015
St. Sebastian's School 2008 — 2011
The Fessenden School 2005 — 2008
William Blair & Company August 2014 - Present
William Blair & Company June 2014 - Present
Lyft May 2014 - Present
Morgan Stanley June 2013 - August 2013
IMG June 2012 - August 2012
Skills
Marketing, PowerPoint, Management, Community Outreach, Coaching, Microsoft Excel, Program Management, Data Analysis, Investments, Leadership, Investment Banking, Financial Analysis, Research, Financial Modeling, Market Research, Microsoft Word, Analysis, Sales
Education
Brown University 2011 — 2015
St. Sebastian's School 2008 — 2011
The Fessenden School 2005 — 2008
Ashley Beuchel Ashley Beuchel's William Blair & Company Experience August 2015 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2015 - Present
BB&T Capital Markets July 2014 - August 2015
BB&T Capital Markets June 2013 - August 2013
Indiana Department of Child Services June 2012 - August 2012
Skills
Valuation, Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Event Planning, Social Media, Finance, Economics
Education
The College of William and Mary 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics minor, Cum Laude
Budapesti Corvinus Egyetem 2011 — 2011
International Marketing, International Finance
Brebeuf Jesuit Preparatory School 2006 — 2010
William Blair & Company August 2015 - Present
BB&T Capital Markets July 2014 - August 2015
BB&T Capital Markets June 2013 - August 2013
Indiana Department of Child Services June 2012 - August 2012
Skills
Valuation, Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Event Planning, Social Media, Finance, Economics
Education
The College of William and Mary 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics minor, Cum Laude
Budapesti Corvinus Egyetem 2011 — 2011
International Marketing, International Finance
Brebeuf Jesuit Preparatory School 2006 — 2010
Lauren Mayor Lauren Mayor's William Blair & Company Experience 2015 - Present
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
TIMOTHY PENNISE's William Blair & Company Experience September 2000 - July 2002
Job
Industry Financial Services
Experience
UBS September 2009 - Present
Bernstein Global Wealth Management January 2003 - September 2009
William Blair & Company September 2000 - July 2002
Deloitte & Touche September 1999 - August 2000
Education
Bucknell University 1995 — 1999
UBS September 2009 - Present
Bernstein Global Wealth Management January 2003 - September 2009
William Blair & Company September 2000 - July 2002
Deloitte & Touche September 1999 - August 2000
Education
Bucknell University 1995 — 1999
Priya Devaraj Priya Devaraj's William Blair & Company Experience May 2007 - October 2008
Job Business Enablement through tactical Technology Solutions.
Industry Information Technology and Services
Experience
Bank Of America February 2011 - July 2013
William O'Neil + Co. Inc. June 2010 - February 2011
Live Nation March 2009 - April 2010
William Blair & Company May 2007 - October 2008
Travelport Inc. August 2006 - May 2007
Washington Mutual November 2001 - August 2006
RK Consulting, LLC February 1998 - August 2001
Krea Technology Pvt. Ltd. April 1996 - June 1997
Shapre' Systems Pvt. Ltd. March 1995 - March 1996
Skills
SDLC, SQL, Microsoft SQL Server, Program Management, Requirements Analysis, Integration, Management, Cross-functional Team..., Agile Methodologies, Databases, Oracle, Requirements Gathering, Project Management, Software Project..., .NET, Business Process, Data Warehousing, IT Strategy, Business Analysis, Vendor Management, Database Design, Software Documentation, Product Development, Analysis, SharePoint, Networking, Product Management, SSIS
Education
Bangalore University 1990 — 1994
Bachelor of Engineering, Computer Science
Bank Of America February 2011 - July 2013
William O'Neil + Co. Inc. June 2010 - February 2011
Live Nation March 2009 - April 2010
William Blair & Company May 2007 - October 2008
Travelport Inc. August 2006 - May 2007
Washington Mutual November 2001 - August 2006
RK Consulting, LLC February 1998 - August 2001
Krea Technology Pvt. Ltd. April 1996 - June 1997
Shapre' Systems Pvt. Ltd. March 1995 - March 1996
Skills
SDLC, SQL, Microsoft SQL Server, Program Management, Requirements Analysis, Integration, Management, Cross-functional Team..., Agile Methodologies, Databases, Oracle, Requirements Gathering, Project Management, Software Project..., .NET, Business Process, Data Warehousing, IT Strategy, Business Analysis, Vendor Management, Database Design, Software Documentation, Product Development, Analysis, SharePoint, Networking, Product Management, SSIS
Education
Bangalore University 1990 — 1994
Bachelor of Engineering, Computer Science
Joseph Aronovsky Joseph Aronovsky's William Blair & Company Experience July 2014 - Present
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2014 - Present
ComiteMD November 2013 - July 2014
Examkrackers, INC August 2011 - June 2013
Columbia University August 2012 - May 2013
Skills
Public Health, Research, Public Speaking, Teaching, Leadership, Microsoft Office, Series 7, Series 63, Financial Modeling, Equity Research Analysis
Education
Columbia University Mailman School of Public Health 2011 — 2013
Master of Public Health (MPH), Public Health
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Chemistry and Philosophy
William Blair & Company July 2014 - Present
ComiteMD November 2013 - July 2014
Examkrackers, INC August 2011 - June 2013
Columbia University August 2012 - May 2013
Skills
Public Health, Research, Public Speaking, Teaching, Leadership, Microsoft Office, Series 7, Series 63, Financial Modeling, Equity Research Analysis
Education
Columbia University Mailman School of Public Health 2011 — 2013
Master of Public Health (MPH), Public Health
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Chemistry and Philosophy
Jeffrey Firmin Jeffrey Firmin's William Blair & Company Experience September 2014 - Present
Job Municipal Bond Trading at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2014 - Present
WJ Bradley Financial Services, LLC February 2013 - November 2013
EJ De La Rosa October 2008 - February 2013
Countrywide Securities Corporation November 2007 - August 2008
Countrywide Securities Corporation March 2003 - September 2007
Countrywide Securities Corportation June 1998 - October 1999
Skills
Series 7, Series 63, Series 24
Education
California Lutheran University 2000 — 2003
MBA, Finance
California Lutheran University 1994 — 1998
Bachelor of Science, Business Administration
William Blair & Company September 2014 - Present
WJ Bradley Financial Services, LLC February 2013 - November 2013
EJ De La Rosa October 2008 - February 2013
Countrywide Securities Corporation November 2007 - August 2008
Countrywide Securities Corporation March 2003 - September 2007
Countrywide Securities Corportation June 1998 - October 1999
Skills
Series 7, Series 63, Series 24
Education
California Lutheran University 2000 — 2003
MBA, Finance
California Lutheran University 1994 — 1998
Bachelor of Science, Business Administration
Walter Barr, CFA, CAIA Walter Barr, CFA, CAIA's William Blair & Company Experience 2014 - Present
Job Business Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company 2014 - Present
William Blair & Company 2011 - 2014
Northern Trust 2008 - 2011
Northern Trust 2006 - 2007
Skills
Project Management, Business Requirements, Business Relationship..., Training New Employees, Team Leadership, Eagle, BlackRock, Investment Technology, Security Reference Data, Series 7, Series 66, LineData Longview, Investments, Uniform Combined State..., New Hire Training, Security, ITG, Options, Trading, Portfolio Management, SDLC, Business Analysis, Fixed Income, Asset Management, Valuation, Investment Management, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Concentration in Behavioral Finance
DePaul University
Bachelor of Science, Network Technologies
William Blair & Company 2014 - Present
William Blair & Company 2011 - 2014
Northern Trust 2008 - 2011
Northern Trust 2006 - 2007
Skills
Project Management, Business Requirements, Business Relationship..., Training New Employees, Team Leadership, Eagle, BlackRock, Investment Technology, Security Reference Data, Series 7, Series 66, LineData Longview, Investments, Uniform Combined State..., New Hire Training, Security, ITG, Options, Trading, Portfolio Management, SDLC, Business Analysis, Fixed Income, Asset Management, Valuation, Investment Management, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Concentration in Behavioral Finance
DePaul University
Bachelor of Science, Network Technologies
Rex Chen Rex Chen's William Blair & Company Experience June 2011 - August 2011
Job Equity Analyst, RS Investments
Industry Investment Management
Experience
RS Investments November 2012 - Present
Principal Global Investors June 2012 - November 2012
William Blair & Company June 2011 - August 2011
Deloitte December 2006 - June 2010
Intel September 2004 - December 2006
Skills
Equity Research, Portfolio Management, Asset Managment, Risk Management, Valuation, Financial Modeling, Forecasting, Accounting, Business Strategy, Data Analysis, Project Management, Financial Analysis, Strategic Planning, Competitive Analysis, VBA, Asset Management, Investments, Finance, Emerging Markets, Strategy, Cross-functional Team..., Equities
Education
Duke University - Fuqua School of Business 2010 — 2012
MBA, Investment & Finance
University of Warwick 2002 — 2003
MSc, Information Technology for Manufacture
Coventry University 2000 — 2002
BA, Business Information Technology
RS Investments November 2012 - Present
Principal Global Investors June 2012 - November 2012
William Blair & Company June 2011 - August 2011
Deloitte December 2006 - June 2010
Intel September 2004 - December 2006
Skills
Equity Research, Portfolio Management, Asset Managment, Risk Management, Valuation, Financial Modeling, Forecasting, Accounting, Business Strategy, Data Analysis, Project Management, Financial Analysis, Strategic Planning, Competitive Analysis, VBA, Asset Management, Investments, Finance, Emerging Markets, Strategy, Cross-functional Team..., Equities
Education
Duke University - Fuqua School of Business 2010 — 2012
MBA, Investment & Finance
University of Warwick 2002 — 2003
MSc, Information Technology for Manufacture
Coventry University 2000 — 2002
BA, Business Information Technology
Lucy Rosario's William Blair & Company Experience February 2000 - October 2002
Job Client Services Officer at Roynat Capital
Industry Financial Services
Experience
Roynat Capital March 2004 - Present
Altima Landscaping Service Inc. November 2002 - February 2004
William Blair & Company February 2000 - October 2002
Skills
Management, Portfolio Management, Equities, Financial Modeling, Banking, Investment Banking, Budgets, Investments, Financial Analysis, Risk Management, Credit Analysis
Education
Boston University 1994 — 1998
BA, Economics, International Relations
Morgan Park Academy 1988 — 1994
Diploma, Math/Sciences
Roynat Capital March 2004 - Present
Altima Landscaping Service Inc. November 2002 - February 2004
William Blair & Company February 2000 - October 2002
Skills
Management, Portfolio Management, Equities, Financial Modeling, Banking, Investment Banking, Budgets, Investments, Financial Analysis, Risk Management, Credit Analysis
Education
Boston University 1994 — 1998
BA, Economics, International Relations
Morgan Park Academy 1988 — 1994
Diploma, Math/Sciences
Beth Burnson, CLU, CFA's William Blair & Company Experience May 1988 - March 1994
Job Financial Advisor, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 2003 - Present
ABN Amro 1994 - 2000
William Blair & Company May 1988 - March 1994
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Beloit College 1984 — 1988
BA
Northwestern Mutual Financial Network June 2003 - Present
ABN Amro 1994 - 2000
William Blair & Company May 1988 - March 1994
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Beloit College 1984 — 1988
BA
Adam O'Connor, CFP® Adam O'Connor, CFP®'s William Blair & Company Experience July 2015 - Present
Job Regional Director at William Blair & Company
Industry Investment Management
Experience
William Blair & Company July 2015 - Present
F-Squared Investments August 2014 - June 2015
Gannett Welsh & Kotler January 2011 - August 2014
Gannett Welsh & Kotler November 2009 - December 2010
Gannett Welsh & Kotler October 2005 - November 2009
Natixis Asset Management October 2004 - October 2005
Skills
Separately Managed..., Mutual Funds, Fixed Income, Equities, Financial Services, Relationship Management, Asset Allocation, Series 63, New Business Development, Asset Management, Investments, Investment Management, Investment Strategies, Portfolio Management, Wealth Management, Investment Advisory, Securities, Bloomberg, Bonds, Series 6, ETFs, Series 7, Alternative Investments
Education
Bates College 2000 — 2004
BA, Economics
William Blair & Company July 2015 - Present
F-Squared Investments August 2014 - June 2015
Gannett Welsh & Kotler January 2011 - August 2014
Gannett Welsh & Kotler November 2009 - December 2010
Gannett Welsh & Kotler October 2005 - November 2009
Natixis Asset Management October 2004 - October 2005
Skills
Separately Managed..., Mutual Funds, Fixed Income, Equities, Financial Services, Relationship Management, Asset Allocation, Series 63, New Business Development, Asset Management, Investments, Investment Management, Investment Strategies, Portfolio Management, Wealth Management, Investment Advisory, Securities, Bloomberg, Bonds, Series 6, ETFs, Series 7, Alternative Investments
Education
Bates College 2000 — 2004
BA, Economics
Christopher Magiet Christopher Magiet's William Blair & Company Experience September 2014 - August 2015
Job Digital Marketing Specialist
Industry Design
Experience
William Blair & Company September 2014 - August 2015
Chicago Shakespeare Theater March 2014 - August 2014
Farraday September 2013 - August 2014
Children's Hospital of Wisconsin March 2014 - March 2014
TrainSignal October 2011 - August 2013
TrainSignal July 2011 - October 2011
Technology Staffing Resources Inc. (TSRI) June 2011 - August 2011
Acclaim Creative Group March 2011 - May 2011
URBAN OUTFITTERS May 2008 - February 2011
SOURCEBOOKS, INC June 2010 - October 2010
Skills
Blogging, Editing, Marketing, Proofreading, Press Releases, Web Content, Social Media, Advertising, Newsletters, Copywriting, Copy Editing, SEO, Content Strategy, WordPress, Digital Marketing, Email Marketing, Marketing Communications, Social Media Marketing, Social Networking, Online Advertising, Publishing, Content Development, Music Production, Content Management, Facebook, Online Marketing, Dreamweaver, Google Analytics, HTML, CSS, Web Design, Writing, Public Speaking, Public Relations, Microsoft Excel, YouTube, Google Webmaster Tools, Keyword Research, Inbound Marketing, JavaScript, Responsive Web Design, jQuery, User-centered Design, Research, User Journeys, User Scenarios, User Research, Client Services
Education
DePaul University 2015 — 2016
Master’s Degree
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelors
Rolling Meadows High School 2002 — 2006
William Blair & Company September 2014 - August 2015
Chicago Shakespeare Theater March 2014 - August 2014
Farraday September 2013 - August 2014
Children's Hospital of Wisconsin March 2014 - March 2014
TrainSignal October 2011 - August 2013
TrainSignal July 2011 - October 2011
Technology Staffing Resources Inc. (TSRI) June 2011 - August 2011
Acclaim Creative Group March 2011 - May 2011
URBAN OUTFITTERS May 2008 - February 2011
SOURCEBOOKS, INC June 2010 - October 2010
Skills
Blogging, Editing, Marketing, Proofreading, Press Releases, Web Content, Social Media, Advertising, Newsletters, Copywriting, Copy Editing, SEO, Content Strategy, WordPress, Digital Marketing, Email Marketing, Marketing Communications, Social Media Marketing, Social Networking, Online Advertising, Publishing, Content Development, Music Production, Content Management, Facebook, Online Marketing, Dreamweaver, Google Analytics, HTML, CSS, Web Design, Writing, Public Speaking, Public Relations, Microsoft Excel, YouTube, Google Webmaster Tools, Keyword Research, Inbound Marketing, JavaScript, Responsive Web Design, jQuery, User-centered Design, Research, User Journeys, User Scenarios, User Research, Client Services
Education
DePaul University 2015 — 2016
Master’s Degree
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelors
Rolling Meadows High School 2002 — 2006
Ralston Simmons, CISM's William Blair & Company Experience December 2014 - Present
Job Information Security Officer at William Blair
Industry Investment Banking
Experience
William Blair & Company December 2014 - Present
U.S. Cellular July 2012 - November 2014
CommScope January 2008 - June 2012
Andrew Corporation January 2007 - December 2007
Andrew Corporation 2006 - 2007
Andrew Corporation June 2005 - 2006
Peoples Energy 1991 - 2004
Skills
Computer Security, Risk Management, SAP, DLP, Identity Management, Data Security, SOX, Security, Network Security, SAP R/3, Information Security, Sarbanes-Oxley Act, Program Management, Strategy, IT Audit, Leadership, Project Management, Project Planning, Management, ITIL, Integration, IPS, Business Process..., Cloud Computing, Disaster Recovery, Business Continuity, Information Technology, IT Management, Data Center, Business Process, IT Strategy, Vendor Management, Governance, PMP, Enterprise Software, SDLC, Project Portfolio..., Enterprise Architecture, Vulnerability Management
Education
Loyola University Chicago 1991 — 1993
MBA, Management Science and Computers
Butler University 1987 — 1991
BA, Computer Information Systems/Business Administration
St. Ignatius College Prep
William Blair & Company December 2014 - Present
U.S. Cellular July 2012 - November 2014
CommScope January 2008 - June 2012
Andrew Corporation January 2007 - December 2007
Andrew Corporation 2006 - 2007
Andrew Corporation June 2005 - 2006
Peoples Energy 1991 - 2004
Skills
Computer Security, Risk Management, SAP, DLP, Identity Management, Data Security, SOX, Security, Network Security, SAP R/3, Information Security, Sarbanes-Oxley Act, Program Management, Strategy, IT Audit, Leadership, Project Management, Project Planning, Management, ITIL, Integration, IPS, Business Process..., Cloud Computing, Disaster Recovery, Business Continuity, Information Technology, IT Management, Data Center, Business Process, IT Strategy, Vendor Management, Governance, PMP, Enterprise Software, SDLC, Project Portfolio..., Enterprise Architecture, Vulnerability Management
Education
Loyola University Chicago 1991 — 1993
MBA, Management Science and Computers
Butler University 1987 — 1991
BA, Computer Information Systems/Business Administration
St. Ignatius College Prep
Filippo Petti's William Blair & Company Experience August 2014 - Present
Job
Industry Biotechnology
Experience
William Blair & Company August 2014 - Present
William Blair & Co. March 2011 - August 2014
Wedbush Securities February 2010 - March 2011
OSI Pharmaceuticals April 2009 - February 2010
Cayuga MBA Fund, LLC August 2008 - May 2009
OSI Pharmaceuticals May 2000 - May 2008
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Saint John's University
MS
Syracuse University
Dual BS
Chaminade High School
William Blair & Company August 2014 - Present
William Blair & Co. March 2011 - August 2014
Wedbush Securities February 2010 - March 2011
OSI Pharmaceuticals April 2009 - February 2010
Cayuga MBA Fund, LLC August 2008 - May 2009
OSI Pharmaceuticals May 2000 - May 2008
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Saint John's University
MS
Syracuse University
Dual BS
Chaminade High School
Henry Baby, CFA's William Blair & Company Experience January 2015 - Present
Job Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company January 2015 - Present
Six Corners Capital 2009 - 2014
RMB Capital Management 2008 - 2009
Holland Capital Management 2005 - 2008
Skills
Asset Managment, Financial Analysis, Equity Research, Fixed Income, Bloomberg, Investments, Asset Management, Portfolio Management, Asset Allocation, Valuation, Alternative Investments, Equities, Investment Management, Hedge Funds, Financial Modeling, Equity Valuation, Investment Strategies, Private Equity, Mutual Funds, Securities, Capital Markets
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance
Boston College 1993 — 1997
BS, Finance
Loyola Academy
William Blair & Company January 2015 - Present
Six Corners Capital 2009 - 2014
RMB Capital Management 2008 - 2009
Holland Capital Management 2005 - 2008
Skills
Asset Managment, Financial Analysis, Equity Research, Fixed Income, Bloomberg, Investments, Asset Management, Portfolio Management, Asset Allocation, Valuation, Alternative Investments, Equities, Investment Management, Hedge Funds, Financial Modeling, Equity Valuation, Investment Strategies, Private Equity, Mutual Funds, Securities, Capital Markets
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance
Boston College 1993 — 1997
BS, Finance
Loyola Academy
Oscar Longoria's William Blair & Company Experience January 2010 - May 2013
Job Wealth Analyst
Industry Financial Services
Experience
BMO Harris Private Banking February 2014 - Present
William Blair & Company January 2010 - May 2013
Allstate March 2008 - January 2010
Exelon January 2006 - September 2007
Exelon January 2005 - December 2005
Exelon January 2003 - December 2004
Commonwealth Edison January 1999 - December 2002
Skills
Wealth Management..., Relationship Management, Investments, Portfolio Management, Portfolio Performance..., Financial Analysis, Process Improvement, Finance, Project Management, Wealth Management, Financial Services, Financial Modeling, Analysis, Strategic Planning, Salesforce.com
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Illinois Institute of Technology
BSME, Mechanical Engineering
BMO Harris Private Banking February 2014 - Present
William Blair & Company January 2010 - May 2013
Allstate March 2008 - January 2010
Exelon January 2006 - September 2007
Exelon January 2005 - December 2005
Exelon January 2003 - December 2004
Commonwealth Edison January 1999 - December 2002
Skills
Wealth Management..., Relationship Management, Investments, Portfolio Management, Portfolio Performance..., Financial Analysis, Process Improvement, Finance, Project Management, Wealth Management, Financial Services, Financial Modeling, Analysis, Strategic Planning, Salesforce.com
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Illinois Institute of Technology
BSME, Mechanical Engineering
Liam Krehbiel's William Blair & Company Experience 1998 - 2000
Job Founder + CEO at A Better Chicago
Industry Philanthropy
Experience
A Better Chicago 2010 - Present
Bain & Company 2007 - 2010
Edna McConnell Clark Foundation 2002 - 2005
Accion 2001 - 2002
William Blair & Company 1998 - 2000
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance and Marketing
Dartmouth College 1994 — 1998
BA, History
A Better Chicago 2010 - Present
Bain & Company 2007 - 2010
Edna McConnell Clark Foundation 2002 - 2005
Accion 2001 - 2002
William Blair & Company 1998 - 2000
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance and Marketing
Dartmouth College 1994 — 1998
BA, History
Shannon Keesee's William Blair & Company Experience October 1999 - February 2002
Job Community Volunteer
Industry Nonprofit Organization Management
Experience
Chatfield College September 2011 - Present
Mercy Montessori Center September 2004 - Present
Education at Work January 2013 - May 2013
Mom Corps Cincinnati September 2011 - October 2012
Fidelity Investments July 2005 - November 2007
Credit Suisse May 2004 - December 2004
William Blair & Company October 1999 - February 2002
Scudder Investments/Deutsche Bank September 1991 - September 1999
Skills
Marketing Communications, Relationship Management, Sales, Strategy, Marketing, Business Development, CRM, Management, Marketing Strategy, Leadership, Program Management
Education
University of Cincinnati College of Business 1995 — 1996
MBA
College of the Holy Cross 1987 — 1991
BA
Chatfield College September 2011 - Present
Mercy Montessori Center September 2004 - Present
Education at Work January 2013 - May 2013
Mom Corps Cincinnati September 2011 - October 2012
Fidelity Investments July 2005 - November 2007
Credit Suisse May 2004 - December 2004
William Blair & Company October 1999 - February 2002
Scudder Investments/Deutsche Bank September 1991 - September 1999
Skills
Marketing Communications, Relationship Management, Sales, Strategy, Marketing, Business Development, CRM, Management, Marketing Strategy, Leadership, Program Management
Education
University of Cincinnati College of Business 1995 — 1996
MBA
College of the Holy Cross 1987 — 1991
BA
Jeff Murray's William Blair & Company Experience March 2015 - Present
Job Sr. Development Technical Lead at William Blair & Company
Industry Information Technology and Services
Experience
William Blair & Company March 2015 - Present
Cedar Capital May 2014 - February 2015
William Blair & Company June 2007 - May 2014
Nuveen Investments January 2004 - June 2007
Nuveen Investments September 2000 - January 2004
CNA Insurance March 2000 - September 2000
CNA Insurance June 1999 - March 2000
CNA Insurance June 1998 - June 1999
CNA Insurance January 1998 - June 1998
CNA Insurance June 1997 - January 1998
Skills
Perl, Java, JScript, Sed, C#, SSIS, Requirements Analysis, Database Design, CSS, ETL, Software Development, SQL, HTML, SharePoint, SSRS, T-SQL, Business Analysis, Data Warehousing, XML, Databases, Microsoft SQL Server, SDLC, .NET, ASP.NET, VB.NET, Crystal Reports, Software Project..., JavaScript, Visual Studio, IIS, Visual Basic, ASP, Data Modeling, Application Architecture, Sybase, Unix, Visio, Architecture, Fixed Income, Trading Systems, Software Development..., TFS, Project Management, Programming, Object Oriented Design, Windows, Stored Procedures, VBA, Design Patterns, Java Enterprise Edition
Education
DePaul University 2003 — 2006
M.S., Computer Science
Indiana University Bloomington 1993 — 1997
B.S., Computer Science
South Side High School 1989 — 1993
William Blair & Company March 2015 - Present
Cedar Capital May 2014 - February 2015
William Blair & Company June 2007 - May 2014
Nuveen Investments January 2004 - June 2007
Nuveen Investments September 2000 - January 2004
CNA Insurance March 2000 - September 2000
CNA Insurance June 1999 - March 2000
CNA Insurance June 1998 - June 1999
CNA Insurance January 1998 - June 1998
CNA Insurance June 1997 - January 1998
Skills
Perl, Java, JScript, Sed, C#, SSIS, Requirements Analysis, Database Design, CSS, ETL, Software Development, SQL, HTML, SharePoint, SSRS, T-SQL, Business Analysis, Data Warehousing, XML, Databases, Microsoft SQL Server, SDLC, .NET, ASP.NET, VB.NET, Crystal Reports, Software Project..., JavaScript, Visual Studio, IIS, Visual Basic, ASP, Data Modeling, Application Architecture, Sybase, Unix, Visio, Architecture, Fixed Income, Trading Systems, Software Development..., TFS, Project Management, Programming, Object Oriented Design, Windows, Stored Procedures, VBA, Design Patterns, Java Enterprise Edition
Education
DePaul University 2003 — 2006
M.S., Computer Science
Indiana University Bloomington 1993 — 1997
B.S., Computer Science
South Side High School 1989 — 1993
Jennifer Willson's William Blair & 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
Mihaela Zahariuc's William Blair & Company Experience 2008 - 2012
Job Consumer Analyst / Trader
Industry Financial Services
Experience
Lebenthal Lisanti Capital Growth 2012 - Present
William Blair & Company 2008 - 2012
JP Morgan Securities 2007 - 2008
Prudential Equity Group 2005 - 2007
Education
Columbia College Chicago 2003 — 2005
Masters
1997 — 2002
Bachelors
Lebenthal Lisanti Capital Growth 2012 - Present
William Blair & Company 2008 - 2012
JP Morgan Securities 2007 - 2008
Prudential Equity Group 2005 - 2007
Education
Columbia College Chicago 2003 — 2005
Masters
1997 — 2002
Bachelors
Amy Doherty's William Blair & Company Experience October 2000 - Present
Job Digital Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2000 - Present
Education
Denison University
Northwestern University - Kellogg School of Management
William Blair & Company October 2000 - Present
Education
Denison University
Northwestern University - Kellogg School of Management
Kaitie Donovan's William Blair & Company Experience July 2006 - Present
Job Analyst at William Blair & Company
Industry Banking
Experience
William Blair & Company July 2006 - Present
Education
Hamilton College 2002 — 2006
Economics and Psychology
Deerfield Academy 2000 — 2002
William Blair & Company July 2006 - Present
Education
Hamilton College 2002 — 2006
Economics and Psychology
Deerfield Academy 2000 — 2002
Katherine Faydash's William Blair & Company Experience 2000 - 2001
Job Editor, Publishing
Industry Publishing
Experience
American Marketing Association 2003 - 2004
Loyola Press 2002 - 2003
Great Books Foundation 2001 - 2002
William Blair & Company 2000 - 2001
Zacks Investment Research 1999 - 2000
Education
DePaul University College of Law 2004 — 2005
DePaul University 1995 — 1999
American Marketing Association 2003 - 2004
Loyola Press 2002 - 2003
Great Books Foundation 2001 - 2002
William Blair & Company 2000 - 2001
Zacks Investment Research 1999 - 2000
Education
DePaul University College of Law 2004 — 2005
DePaul University 1995 — 1999
Andrew Feichter's William Blair & Company Experience December 2012 - Present
Job Vice President at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2012 - Present
Education
University of Notre Dame
Master of Business Administration (MBA)
Ball State University - College of Business
Bachelor of Science (BS), Double Major : Finance & Economics
William Blair & Company December 2012 - Present
Education
University of Notre Dame
Master of Business Administration (MBA)
Ball State University - College of Business
Bachelor of Science (BS), Double Major : Finance & Economics
Kyle Concannon, CFA's William Blair & Company Experience July 2015 - Present
Job Global Macro Product Specialist at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2015 - Present
UBS Global Asset Management April 2014 - July 2015
UBS Global Asset Management December 2012 - April 2014
UBS July 2011 - December 2012
UBS Wealth Management April 2009 - July 2011
UBS Investment Bank July 2007 - April 2009
Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds
Education
Boston College 2003 — 2007
BS, Finance / Information Systems
Boston College
William Blair & Company July 2015 - Present
UBS Global Asset Management April 2014 - July 2015
UBS Global Asset Management December 2012 - April 2014
UBS July 2011 - December 2012
UBS Wealth Management April 2009 - July 2011
UBS Investment Bank July 2007 - April 2009
Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds
Education
Boston College 2003 — 2007
BS, Finance / Information Systems
Boston College
Stephanie Keenan's William Blair & Company Experience April 2007 - December 2008
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
Domenica Piragine's William Blair & Company Experience April 2015 - Present
Job Administrative AssistantInvestment Management at William Blair & Company
Industry Investment Management
Experience
William Blair & Company April 2015 - Present
William Blair & Company August 2012 - Present
St. Isaac Jogues School January 1997 - June 2012
Hinsdale Central High School January 2000 - January 2007
DiTommaso & Lubin June 1995 - June 2005
DiTommaso Lubin LLC January 1998 - January 2005
St. Isaac Jogues School January 1995 - January 1996
Skills
Teaching, Curriculum Design, Classroom Instruction, Team Building, Non-profits, Lesson Planning, Fundraising, Leadership, Budgets, Program Management, Classroom Management, Event Management, Nonprofits, Administration, Newsletters, Public Speaking, Classroom, Microsoft Excel, Customer Service
Education
Benedictine University 2007 — 2009
MBA, Business
Dominican University
Bachelor of Arts (B.A.), Psychology
William Blair & Company April 2015 - Present
William Blair & Company August 2012 - Present
St. Isaac Jogues School January 1997 - June 2012
Hinsdale Central High School January 2000 - January 2007
DiTommaso & Lubin June 1995 - June 2005
DiTommaso Lubin LLC January 1998 - January 2005
St. Isaac Jogues School January 1995 - January 1996
Skills
Teaching, Curriculum Design, Classroom Instruction, Team Building, Non-profits, Lesson Planning, Fundraising, Leadership, Budgets, Program Management, Classroom Management, Event Management, Nonprofits, Administration, Newsletters, Public Speaking, Classroom, Microsoft Excel, Customer Service
Education
Benedictine University 2007 — 2009
MBA, Business
Dominican University
Bachelor of Arts (B.A.), Psychology
Andrew L. Frankel's William Blair & Company Experience June 1993 - Present
Job Systems Designer and Programmer at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 1993 - Present
Skills
.NET, Active Directory, Business Analysis, CRM, Database Design, Equities, Hedge Funds, Investments, Microsoft SQL Server, Project Management, Software Project..., T-SQL
Education
University of Massachusetts, Amherst 1983 — 1985
California State University-Chico 1982 — 1983
Rutgers University-New Brunswick 1980 — 1981
William Blair & Company June 1993 - Present
Skills
.NET, Active Directory, Business Analysis, CRM, Database Design, Equities, Hedge Funds, Investments, Microsoft SQL Server, Project Management, Software Project..., T-SQL
Education
University of Massachusetts, Amherst 1983 — 1985
California State University-Chico 1982 — 1983
Rutgers University-New Brunswick 1980 — 1981
James Due's William Blair & Company Experience 2003 - 2005
Job Senior Vice President/Division Manager at Northern Trust Company
Industry Banking
Experience
Northern Trust July 1996 - Present
William Blair & Company 2003 - 2005
National Bank of Detroit 1986 - 1996
May Department Stores 1984 - 1986
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Financial Modeling, Credit, Healthcare Industry, Higher Education, Commercial Banking, Commercial Lending, Loans, Cash Management, Series 7, Treasury Management, Banking, Investments
Education
Butler University - College of Business Administration
MBA
Franklin College
BA, Accounting/Business
Northern Trust July 1996 - Present
William Blair & Company 2003 - 2005
National Bank of Detroit 1986 - 1996
May Department Stores 1984 - 1986
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Financial Modeling, Credit, Healthcare Industry, Higher Education, Commercial Banking, Commercial Lending, Loans, Cash Management, Series 7, Treasury Management, Banking, Investments
Education
Butler University - College of Business Administration
MBA
Franklin College
BA, Accounting/Business
David Ricci's William Blair & Company Experience March 1994 - Present
Job Portfolio Manager
Industry Investment Management
Experience
William Blair & Company March 1994 - Present
MPN Research Foundation 2003 - Present
Northwestern Brain Tumor Institute 2007 - Present
Wilsons The leather Experts 1991 - 1994
Bain & Company July 1989 - October 1991
The Procter & Gamble Company 1982 - 1989
Skills
Private Equity, Equity Research, Investments
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA)
Brown University 1976 — 1980
Sc. B., Applied Math/Economics
Cranston High School West 1972 — 1976
William Blair & Company March 1994 - Present
MPN Research Foundation 2003 - Present
Northwestern Brain Tumor Institute 2007 - Present
Wilsons The leather Experts 1991 - 1994
Bain & Company July 1989 - October 1991
The Procter & Gamble Company 1982 - 1989
Skills
Private Equity, Equity Research, Investments
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA)
Brown University 1976 — 1980
Sc. B., Applied Math/Economics
Cranston High School West 1972 — 1976
Diana Rashkow's William Blair & Company Experience September 2011 - May 2014
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
Joe Lawler's William Blair & Company Experience June 2007 - June 2009
Job Wind Point Partners
Industry Venture Capital & Private Equity
Experience
Wind Point Partners July 2014 - Present
Wind Point Partners July 2011 - June 2012
Wind Point Partners July 2009 - June 2011
William Blair & Company June 2007 - June 2009
Skills
Private Equity, Corporate Finance, Investment Banking, Business Strategy, Restructuring, Mergers, Mergers & Acquisitions, Financial Modeling, LBO, Venture Capital
Education
Northwestern University - Kellogg School of Management 2012 — 2014
MBA, with distinction
Boston College 2003 — 2007
BS, Economics and Finance, summa cum laude
University College London, U. of London 2006 — 2006
Loyola Academy 1999 — 2003
High School
Wind Point Partners July 2014 - Present
Wind Point Partners July 2011 - June 2012
Wind Point Partners July 2009 - June 2011
William Blair & Company June 2007 - June 2009
Skills
Private Equity, Corporate Finance, Investment Banking, Business Strategy, Restructuring, Mergers, Mergers & Acquisitions, Financial Modeling, LBO, Venture Capital
Education
Northwestern University - Kellogg School of Management 2012 — 2014
MBA, with distinction
Boston College 2003 — 2007
BS, Economics and Finance, summa cum laude
University College London, U. of London 2006 — 2006
Loyola Academy 1999 — 2003
High School
Jason Moede's William Blair & Company Experience September 2011 - Present
Job Investment Manager at William Blair & Co.
Industry Capital Markets
Experience
William Blair & Company September 2011 - Present
TradeLink, LLC October 2008 - July 2011
Constellation Investment Group, LLC May 2002 - September 2008
Waggener Edstrom 2005 - 2007
BCG ValueScience Center, LLC May 2000 - April 2002
BCN Data Systems, LLC September 1997 - April 2000
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 1994 - September 1997
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Portfolio Management, Financial Modeling, Derivatives, Trading Strategies, Financial Markets, Fixed Income, Trading, Bloomberg, Options, Asset Managment, Trading Systems, Mergers & Acquisitions, Risk Management, Mutual Funds, Valuation, Investment Management, Venture Capital, Strategy, Capital Markets, Fund Of Funds, Equity Research
Education
Carleton College 1989 — 1994
B.A., Economics
The Blake School 1981 — 1989
William Blair & Company September 2011 - Present
TradeLink, LLC October 2008 - July 2011
Constellation Investment Group, LLC May 2002 - September 2008
Waggener Edstrom 2005 - 2007
BCG ValueScience Center, LLC May 2000 - April 2002
BCN Data Systems, LLC September 1997 - April 2000
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 1994 - September 1997
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Portfolio Management, Financial Modeling, Derivatives, Trading Strategies, Financial Markets, Fixed Income, Trading, Bloomberg, Options, Asset Managment, Trading Systems, Mergers & Acquisitions, Risk Management, Mutual Funds, Valuation, Investment Management, Venture Capital, Strategy, Capital Markets, Fund Of Funds, Equity Research
Education
Carleton College 1989 — 1994
B.A., Economics
The Blake School 1981 — 1989
Ann O'Connor's William Blair & Company Experience March 2002 - October 2011
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
John J. Zielinski, CFA,CFP ®'s William Blair & Company Experience April 2013 - Present
Job Financial Advisor at William Blair & Company
Industry Investment Management
Experience
William Blair & Company April 2013 - Present
Capital Group December 2007 - April 2013
Neuberger Berman December 2002 - December 2007
The Northern Trust Company June 1980 - December 2002
Skills
Asset Management, Asset Allocation, Investment Policy, Financial Planning, Investments, Asset Managment, Estate Planning, High Net Worth..., Wealth Management..., Wealth Management, Strategic Financial..., Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Management, Alternative Investments, Equities, Finance, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
MBA, Finance
Trine University 1976 — 1980
BS, Business
William Blair & Company April 2013 - Present
Capital Group December 2007 - April 2013
Neuberger Berman December 2002 - December 2007
The Northern Trust Company June 1980 - December 2002
Skills
Asset Management, Asset Allocation, Investment Policy, Financial Planning, Investments, Asset Managment, Estate Planning, High Net Worth..., Wealth Management..., Wealth Management, Strategic Financial..., Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Investment Advisory, Management, Alternative Investments, Equities, Finance, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
MBA, Finance
Trine University 1976 — 1980
BS, Business
Jackie Hawkey's William Blair & Company Experience 1992 - 1997
Job Managing Director, Dividend Capital Group
Industry Real Estate
Experience
Dividend Capital Group January 2012 - Present
Dividend Capital Exchange January 2006 - 2013
CapEx, LP 2001 - April 2012
Corporate Properties of the Americas 1997 - 2001
William Blair & Company 1992 - 1997
First National Bank of Chicago 1989 - 1992
Skills
Venture Capital, Restructuring, Investments, Real Estate Investment, Investment Banking, Start-ups
Education
Dartmouth College 1981 — 1985
B.A., Earth Sciences
The University of Texas at Austin 1987 — 1989
MBA, Finance, Accounting
Dividend Capital Group January 2012 - Present
Dividend Capital Exchange January 2006 - 2013
CapEx, LP 2001 - April 2012
Corporate Properties of the Americas 1997 - 2001
William Blair & Company 1992 - 1997
First National Bank of Chicago 1989 - 1992
Skills
Venture Capital, Restructuring, Investments, Real Estate Investment, Investment Banking, Start-ups
Education
Dartmouth College 1981 — 1985
B.A., Earth Sciences
The University of Texas at Austin 1987 — 1989
MBA, Finance, Accounting
Daniel Takagi's William Blair & Company Experience September 2014 - Present
Job Controller/Fund Accounting Manager at William Blair & Company
Industry Accounting
Experience
William Blair & Company September 2014 - Present
Northern Trust Corporation December 2013 - September 2014
Northern Trust October 2012 - November 2013
Crowe Horwath LLP August 2012 - October 2012
Crowe Horwath LLP September 2010 - July 2012
Health Care Service Corporation June 2008 - August 2010
Credit Suisse February 2008 - April 2008
Skills
CPA, Tax Returns, Tax Preparation, Accounting, Fund Accounting, Investor Reporting
Education
DePaul University 2006 — 2010
B.S., Accountancy Honors and Finance Honors
William Blair & Company September 2014 - Present
Northern Trust Corporation December 2013 - September 2014
Northern Trust October 2012 - November 2013
Crowe Horwath LLP August 2012 - October 2012
Crowe Horwath LLP September 2010 - July 2012
Health Care Service Corporation June 2008 - August 2010
Credit Suisse February 2008 - April 2008
Skills
CPA, Tax Returns, Tax Preparation, Accounting, Fund Accounting, Investor Reporting
Education
DePaul University 2006 — 2010
B.S., Accountancy Honors and Finance Honors
Brian Spiewak, CIPM's William Blair & Company Experience August 2014 - Present
Job Senior Performance Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2014 - Present
Northern Trust April 2012 - August 2014
Northern Trust January 2009 - April 2012
Northern Trust May 2007 - January 2009
Skills
Performance Attribution, Bloomberg, Fixed Income, Asset Allocation, Mutual Funds, Equities, Hedge Funds, Alternative Investments, Securities, Asset Managment, Investments, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Illinois State University 1998 — 2002
Bachelor's degree, Marketing and Business Administration
William Blair & Company August 2014 - Present
Northern Trust April 2012 - August 2014
Northern Trust January 2009 - April 2012
Northern Trust May 2007 - January 2009
Skills
Performance Attribution, Bloomberg, Fixed Income, Asset Allocation, Mutual Funds, Equities, Hedge Funds, Alternative Investments, Securities, Asset Managment, Investments, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Illinois State University 1998 — 2002
Bachelor's degree, Marketing and Business Administration
Eric Schmitz's William Blair & Company Experience April 2015 - Present
Job Equity Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company April 2015 - Present
Independent Online Brokerage Firm November 2008 - Present
Walgreens August 2013 - April 2015
Walgreens January 2013 - August 2013
Jackson National Asset Management, LLC June 2011 - March 2012
Integra Financial Advisory July 2010 - March 2011
Lifetime Fitness February 2008 - December 2009
Habitat for Humanity November 2005 - June 2007
Skills
Financial Analysis, Financial Management, Financial Planning, Analysis, Business Analysis, Research, Analytics, Microsoft Office, Finance, Strategic Financial..., Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Investments, Sales, Event Planning, Portfolio Management
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
William Blair & Company April 2015 - Present
Independent Online Brokerage Firm November 2008 - Present
Walgreens August 2013 - April 2015
Walgreens January 2013 - August 2013
Jackson National Asset Management, LLC June 2011 - March 2012
Integra Financial Advisory July 2010 - March 2011
Lifetime Fitness February 2008 - December 2009
Habitat for Humanity November 2005 - June 2007
Skills
Financial Analysis, Financial Management, Financial Planning, Analysis, Business Analysis, Research, Analytics, Microsoft Office, Finance, Strategic Financial..., Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Investments, Sales, Event Planning, Portfolio Management
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
Charles McDonald's William Blair & Company Experience December 1985 - December 2001
Job Investment Management Professional
Industry Investment Management
Experience
Airtight Compliance September 2011 - January 2013
Towers Watson January 2009 - June 2011
Mercer Investments December 2005 - July 2009
William Blair & Company December 1985 - December 2001
Dart & Kraft, Inc. (Kraft Foods, Tupperware, Duracell, etc.) November 1983 - December 1985
Skills
Investments, Equities, Public Speaking, Teamwork, Writing, Project Management, Investor Relations, Compliance, Small Business, Consulting, Corporate Finance, Mentoring, Sports, Venture Capital
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Accounting and Finance
The Ohio State University
Bachelor of Arts (B.A.), Economics and Mathematics
Airtight Compliance September 2011 - January 2013
Towers Watson January 2009 - June 2011
Mercer Investments December 2005 - July 2009
William Blair & Company December 1985 - December 2001
Dart & Kraft, Inc. (Kraft Foods, Tupperware, Duracell, etc.) November 1983 - December 1985
Skills
Investments, Equities, Public Speaking, Teamwork, Writing, Project Management, Investor Relations, Compliance, Small Business, Consulting, Corporate Finance, Mentoring, Sports, Venture Capital
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Accounting and Finance
The Ohio State University
Bachelor of Arts (B.A.), Economics and Mathematics
Jenny Lancaster's William Blair & Company Experience 1987 - 1992
Job Latin Teacher
Industry Education Management
Experience
Classical Homeschool Day September 2006 - Present
YMCA College of English 1992 - 1996
William Blair & Company 1987 - 1992
Skills
Teaching, Nonprofits, Event Planning, Public Speaking, Social Media, Public Relations, Non-profits, Fundraising, Editing, Leadership Development, Community Outreach, Strategic Planning, Event Management, Leadership, Social Networking, Volunteer Management, Customer Service, Marketing Strategy
Education
University of Chicago 1991 — 1993
MA, International Relations
Brown University 1983 — 1987
BA, Political Science and Economics
Classical Homeschool Day September 2006 - Present
YMCA College of English 1992 - 1996
William Blair & Company 1987 - 1992
Skills
Teaching, Nonprofits, Event Planning, Public Speaking, Social Media, Public Relations, Non-profits, Fundraising, Editing, Leadership Development, Community Outreach, Strategic Planning, Event Management, Leadership, Social Networking, Volunteer Management, Customer Service, Marketing Strategy
Education
University of Chicago 1991 — 1993
MA, International Relations
Brown University 1983 — 1987
BA, Political Science and Economics
Lindsay Litton's William Blair & Company Experience September 2011 - Present
Job Retirement Plans Representative at William Blair & Company
Industry Logistics and Supply Chain
Experience
William Blair & Company September 2011 - Present
Echo Global Logistics February 2011 - August 2011
Edible Arrangements October 2006 - February 2011
The Clement Group August 2009 - November 2009
Lakeside Inn Restaurant June 2004 - December 2008
Education
DePaul University 2006 — 2010
Bachelor of Arts, Economics and Political Science
William Blair & Company September 2011 - Present
Echo Global Logistics February 2011 - August 2011
Edible Arrangements October 2006 - February 2011
The Clement Group August 2009 - November 2009
Lakeside Inn Restaurant June 2004 - December 2008
Education
DePaul University 2006 — 2010
Bachelor of Arts, Economics and Political Science
David Kelson's William Blair & Company Experience 1995 - 1998
Job Hedge Fund Manager Kelco Capital LLC
Industry Investment Management
Experience
Kelco Capital LLC August 2010 - Present
Peerless Systems Corporation 2012 - 2014
Talon Asset Management/ Talon Opportunity Partners 2003 - 2010
William Blair & Company 1995 - 1998
Skills
Hedge Funds, Investments, Investment Management, Equity Research, Equity Trading, Portfolio Management, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Assessment, Investment Portfolio, Alternative Investments, Private Equity, Trading, Financial Modeling, Investment Strategies, Series 7, Securities, Bonds, Fund Of Funds, Investment Advisory, Mutual Funds, Capital Markets, Electronic Trading, Venture Capital, Due Diligence, Wealth Management..., Equity Derivatives, Emerging Markets, Equity Valuation, Wealth Management, Financial Markets, Trading Systems, Hedging, Derivatives, ETFs, Valuation, Mergers & Acquisitions, Asset Management, Financial Analysis, Management, Investment Banking, Corporate Finance, Finance, Bloomberg, Strategic Planning, Management Consulting, Risk Management, Analysis
Education
Boston University 1987 — 1990
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Kelco Capital LLC August 2010 - Present
Peerless Systems Corporation 2012 - 2014
Talon Asset Management/ Talon Opportunity Partners 2003 - 2010
William Blair & Company 1995 - 1998
Skills
Hedge Funds, Investments, Investment Management, Equity Research, Equity Trading, Portfolio Management, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Assessment, Investment Portfolio, Alternative Investments, Private Equity, Trading, Financial Modeling, Investment Strategies, Series 7, Securities, Bonds, Fund Of Funds, Investment Advisory, Mutual Funds, Capital Markets, Electronic Trading, Venture Capital, Due Diligence, Wealth Management..., Equity Derivatives, Emerging Markets, Equity Valuation, Wealth Management, Financial Markets, Trading Systems, Hedging, Derivatives, ETFs, Valuation, Mergers & Acquisitions, Asset Management, Financial Analysis, Management, Investment Banking, Corporate Finance, Finance, Bloomberg, Strategic Planning, Management Consulting, Risk Management, Analysis
Education
Boston University 1987 — 1990
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Gerald Saltarelli's William Blair & Company Experience 1997 - 1999
Job VP at The Edgewater Funds
Industry Venture Capital & Private Equity
Experience
The Edgewater Funds June 2007 - Present
Conway MacKenzie, Inc. 2005 - 2007
One Equity Partners 2000 - 2003
uBid.com 1999 - 2000
William Blair & Company 1997 - 1999
Skills
Private Equity, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, TMI Certification
Bucknell University 1993 — 1997
BA, Economics & Japanese
The Edgewater Funds June 2007 - Present
Conway MacKenzie, Inc. 2005 - 2007
One Equity Partners 2000 - 2003
uBid.com 1999 - 2000
William Blair & Company 1997 - 1999
Skills
Private Equity, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, TMI Certification
Bucknell University 1993 — 1997
BA, Economics & Japanese
Dylan Carden's William Blair & Company Experience September 2014 - Present
Job Research Associate at William Blair & Company
Industry Research
Experience
William Blair & Company September 2014 - Present
Telsey Advisory Group July 2011 - September 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers April 2007 - September 2008
Alaco Ltd June 2005 - April 2007
Skills
Series 7, 63, 86, 87, Equities, Financial Modeling, Valuation, Financial Analysis, Equity Research
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
Kenyon College 2001 — 2005
BA, English
Deerfield Academy 1996 — 2000
William Blair & Company September 2014 - Present
Telsey Advisory Group July 2011 - September 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers April 2007 - September 2008
Alaco Ltd June 2005 - April 2007
Skills
Series 7, 63, 86, 87, Equities, Financial Modeling, Valuation, Financial Analysis, Equity Research
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
Kenyon College 2001 — 2005
BA, English
Deerfield Academy 1996 — 2000
Brian McKenna's William Blair & Company Experience January 2005 - January 2010
Job Managing Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald September 2012 - Present
CRT Capital Group September 2012 - 2013
Collins Stewart January 2010 - October 2011
William Blair & Company January 2005 - January 2010
Susquehanna International Group June 2002 - February 2005
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investment Banking, Portfolio Management, Fund Of Funds, Investments, Fixed Income
Education
Brunswick School 1982 — 1982
American University
BA, School of International Service- SIS
Cantor Fitzgerald September 2012 - Present
CRT Capital Group September 2012 - 2013
Collins Stewart January 2010 - October 2011
William Blair & Company January 2005 - January 2010
Susquehanna International Group June 2002 - February 2005
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investment Banking, Portfolio Management, Fund Of Funds, Investments, Fixed Income
Education
Brunswick School 1982 — 1982
American University
BA, School of International Service- SIS
Kristina Petkus's William Blair & Company Experience December 2011 - Present
Job Financial Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company December 2011 - Present
Foresite Realty Partners, LLC November 2009 - December 2011
Blessed jurgis matulaitis mission June 2008 - November 2009
Skills
Financial Modeling, Portfolio Management, Asset Management, Budgets, Due Diligence, Financial Analysis, Real Estate, Scenario Analysis, Property Management, Forecasting, Valuation, Investments, Finance, Financial Reporting, Investment Management, Strategic Financial..., Mutual Funds, Equities, Wealth Management, Brokerage, Analysis, Financial Statement..., Strategic Planning, Options, Financial Services, Business Planning, Auditing, Real Estate Economics, Corporate Finance
Education
DePaul University
Bachelor of Science, Finance; Management
William Blair & Company December 2011 - Present
Foresite Realty Partners, LLC November 2009 - December 2011
Blessed jurgis matulaitis mission June 2008 - November 2009
Skills
Financial Modeling, Portfolio Management, Asset Management, Budgets, Due Diligence, Financial Analysis, Real Estate, Scenario Analysis, Property Management, Forecasting, Valuation, Investments, Finance, Financial Reporting, Investment Management, Strategic Financial..., Mutual Funds, Equities, Wealth Management, Brokerage, Analysis, Financial Statement..., Strategic Planning, Options, Financial Services, Business Planning, Auditing, Real Estate Economics, Corporate Finance
Education
DePaul University
Bachelor of Science, Finance; Management
Samer Jada's William Blair & Company Experience February 2015 - Present
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2015 - Present
Fitch Ratings June 2012 - January 2015
Deloitte January 2012 - March 2012
FTI Consulting June 2011 - September 2011
Grant Thornton LLP January 2011 - May 2011
Morgan Stanley August 2010 - November 2010
Merrill Lynch January 2010 - June 2010
Skills
Financial Modeling, Excel, Financial Reporting, Valuation, Financial Analysis, Microsoft Office, Accounting, Bloomberg, Business Valuation, Capital Markets, Auditing, Corporate Finance, Investments, Finance
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePaul University 2008 — 2012
Bachelor's of Science, Finance Honors and Accounting
William Blair & Company February 2015 - Present
Fitch Ratings June 2012 - January 2015
Deloitte January 2012 - March 2012
FTI Consulting June 2011 - September 2011
Grant Thornton LLP January 2011 - May 2011
Morgan Stanley August 2010 - November 2010
Merrill Lynch January 2010 - June 2010
Skills
Financial Modeling, Excel, Financial Reporting, Valuation, Financial Analysis, Microsoft Office, Accounting, Bloomberg, Business Valuation, Capital Markets, Auditing, Corporate Finance, Investments, Finance
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePaul University 2008 — 2012
Bachelor's of Science, Finance Honors and Accounting
Kathy Darcy's William Blair & Company Experience August 2006 - December 2011
Job Operations Manager at Towers Watson Investment Services, Inc.
Industry Investment Banking
Experience
Towers Watson Investment Services, Inc. September 2012 - Present
William Blair & Company August 2006 - December 2011
Wayne Hummer Investments, LLC August 1988 - February 2006
Skills
Series 7, Equities, Risk Management, Strategic Planning, Asset Allocation, Wealth Management
Education
Bradley University
Towers Watson Investment Services, Inc. September 2012 - Present
William Blair & Company August 2006 - December 2011
Wayne Hummer Investments, LLC August 1988 - February 2006
Skills
Series 7, Equities, Risk Management, Strategic Planning, Asset Allocation, Wealth Management
Education
Bradley University
Megan Osmond, CPA's William Blair & Company Experience August 2013 - Present
Job Equity Research Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2013 - Present
Davis & Hosfield Consulting LLC 2010 - August 2013
The University of Colorado Accounting Department September 2008 - May 2009
Skills
Financial Analysis, Financial Modeling, Finance, Business Development, Equity Research, Valuation, Bloomberg, Microsoft Excel, Equities
Education
University of Colorado at Boulder 2006 — 2009
Bachelor's degree, Accounting and Finance
Colorado College 2004 — 2006
Mathematics and Economics
William Blair & Company August 2013 - Present
Davis & Hosfield Consulting LLC 2010 - August 2013
The University of Colorado Accounting Department September 2008 - May 2009
Skills
Financial Analysis, Financial Modeling, Finance, Business Development, Equity Research, Valuation, Bloomberg, Microsoft Excel, Equities
Education
University of Colorado at Boulder 2006 — 2009
Bachelor's degree, Accounting and Finance
Colorado College 2004 — 2006
Mathematics and Economics
Allen Hinkelman's William Blair & Company Experience April 1990 - Present
Job
Industry Investment Management
Experience
William Blair & Company April 1990 - Present
Northern Trust Asset Management 1981 - April 1990
Sears Bank and Trust 1979 - 1981
Skills
Equity and fixed income...
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Accounting and Finance
Boston University - School of Management 1964 — 1968
Bachelor of Science (BS), Business Analysis
William Blair & Company April 1990 - Present
Northern Trust Asset Management 1981 - April 1990
Sears Bank and Trust 1979 - 1981
Skills
Equity and fixed income...
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Accounting and Finance
Boston University - School of Management 1964 — 1968
Bachelor of Science (BS), Business Analysis
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.