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
Neal Barron Neal Barron's William Blair & Company Experience July 2015 - August 2015
Job Data Analyst at Citadel LLC
Industry Information Technology and Services
Experience
Citadel LLC August 2015 - Present
William Blair & Company July 2015 - August 2015
Northfield Park District September 2006 - April 2015
Skills
Customer Service, Microsoft Office, Public Speaking, Outdoor Recreation, Recreation Planning, Event Planning, SQL, C#, VB.NET, HTML5, Java, Social Media
Education
DeVry University 2013 — 2015
Bachelor's degree, Computer Science, 3.91
Glenbrook South High School
Citadel LLC August 2015 - Present
William Blair & Company July 2015 - August 2015
Northfield Park District September 2006 - April 2015
Skills
Customer Service, Microsoft Office, Public Speaking, Outdoor Recreation, Recreation Planning, Event Planning, SQL, C#, VB.NET, HTML5, Java, Social Media
Education
DeVry University 2013 — 2015
Bachelor's degree, Computer Science, 3.91
Glenbrook South High School
Elizabeth Dub Elizabeth Dub's William Blair & Company Experience November 2014 - Present
Job Operations Administrative Assistant
Industry Financial Services
Experience
William Blair & Company November 2014 - Present
Dental Dreams LLC June 2013 - August 2014
Conference Managers LLC March 2012 - November 2012
American Society of Pension Professionals and Actuaries April 2011 - September 2011
ASAE: The Center for Association Leadership January 2010 - August 2010
Skills
Event Planning, Event Management, Microsoft Office, Microsoft Excel, Corporate Events, Meeting Planning, Registration, Volunteer Management, Nonprofits, PowerPoint, Research, Microsoft Word, Conference Coordination, Organizing Meetings, Travel Planning, Travel Management, Private Events, Administration, Outlook, Coordinating Special..., Time Management, Office Administration, Budgets, Social Media
Education
George Mason University 2007 — 2011
Bachelor of Science (B.S.), Tourism and Event Management
William Blair & Company November 2014 - Present
Dental Dreams LLC June 2013 - August 2014
Conference Managers LLC March 2012 - November 2012
American Society of Pension Professionals and Actuaries April 2011 - September 2011
ASAE: The Center for Association Leadership January 2010 - August 2010
Skills
Event Planning, Event Management, Microsoft Office, Microsoft Excel, Corporate Events, Meeting Planning, Registration, Volunteer Management, Nonprofits, PowerPoint, Research, Microsoft Word, Conference Coordination, Organizing Meetings, Travel Planning, Travel Management, Private Events, Administration, Outlook, Coordinating Special..., Time Management, Office Administration, Budgets, Social Media
Education
George Mason University 2007 — 2011
Bachelor of Science (B.S.), Tourism and Event Management
John Fitzgerald, CIPM John Fitzgerald, CIPM's William Blair & Company Experience October 2007 - June 2010
Job Performance Consultant
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2013 - Present
Advent Software December 2011 - June 2013
Northern Trust Global Investments June 2010 - November 2011
William Blair & Company October 2007 - June 2010
Northern Trust September 2005 - October 2007
Northern Trust April 2000 - August 2005
Northern Trust Corporation May 1998 - April 2000
Northern Trust Corporation April 1996 - April 1998
Skills
Bloomberg, Performance Attribution, Performance Measurement, Market Data, Product Management, Analysis, Performance Reporting, Morningstar, Lotus Notes, Factset, Eagle Pace, Axys, Business Development, Team Management, Team Building, Research, Strategic Planning &..., Leadership, Communication, Project Management, Relationship Building, Process Development, Performance Consulting, Performance Analysis, Portfolio Review, Performance Report..., Application Consulting, Investment Analysis, Accounting Operations..., Accounting Analysis, Client Relationship..., Problem Solving, Auditing, Accounting, CRM, Eagle PACE, Investment Management, Portfolio Management, Financial Services, Management
Education
Illinois State University 1990 — 1995
B.S., Finance, Business Administration
Allstate Financial Services, LLC September 2013 - Present
Advent Software December 2011 - June 2013
Northern Trust Global Investments June 2010 - November 2011
William Blair & Company October 2007 - June 2010
Northern Trust September 2005 - October 2007
Northern Trust April 2000 - August 2005
Northern Trust Corporation May 1998 - April 2000
Northern Trust Corporation April 1996 - April 1998
Skills
Bloomberg, Performance Attribution, Performance Measurement, Market Data, Product Management, Analysis, Performance Reporting, Morningstar, Lotus Notes, Factset, Eagle Pace, Axys, Business Development, Team Management, Team Building, Research, Strategic Planning &..., Leadership, Communication, Project Management, Relationship Building, Process Development, Performance Consulting, Performance Analysis, Portfolio Review, Performance Report..., Application Consulting, Investment Analysis, Accounting Operations..., Accounting Analysis, Client Relationship..., Problem Solving, Auditing, Accounting, CRM, Eagle PACE, Investment Management, Portfolio Management, Financial Services, Management
Education
Illinois State University 1990 — 1995
B.S., Finance, Business Administration
Adam Zumbrunnen Adam Zumbrunnen'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
BMO Harris Bank November 2013 - June 2014
BMO Harris Bank July 2013 - November 2013
Imperial Capital LLC February 2013 - June 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Microsoft Excel, Leadership, Accounting, Financial Modeling, Finance, Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science in Business, Finance, Entreprenurial Management
ESADE Business School 2012 — 2012
Business Administration and Management, General
William Blair & Company June 2014 - Present
BMO Harris Bank November 2013 - June 2014
BMO Harris Bank July 2013 - November 2013
Imperial Capital LLC February 2013 - June 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Microsoft Excel, Leadership, Accounting, Financial Modeling, Finance, Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science in Business, Finance, Entreprenurial Management
ESADE Business School 2012 — 2012
Business Administration and Management, General
Anne Coupe Anne Coupe's William Blair & Company Experience 2004 - 2007
Job Managing Director, Head of Consultant Relations at UBS
Industry Investment Management
Experience
UBS December 2010 - Present
Deutsche Bank 2007 - 2010
William Blair & Company 2004 - 2007
JPMorgan Chase 2003 - 2004
Callan Associates 1996 - 2003
Skills
Equities, Investment Banking, Derivatives, Asset Management, Portfolio Management, Trading, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Wealth Management, Investments, Microsoft Office, Asset Allocation
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (B.A.), American Government and Politics (United States)
UBS December 2010 - Present
Deutsche Bank 2007 - 2010
William Blair & Company 2004 - 2007
JPMorgan Chase 2003 - 2004
Callan Associates 1996 - 2003
Skills
Equities, Investment Banking, Derivatives, Asset Management, Portfolio Management, Trading, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Wealth Management, Investments, Microsoft Office, Asset Allocation
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (B.A.), American Government and Politics (United States)
Jo Trahms Jo Trahms's William Blair & Company Experience August 2014 - Present
Job Investment Banking Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2014 - Present
Credit Suisse June 2013 - August 2013
Abundant Venture Partners March 2013 - May 2013
Lemhi Ventures April 2012 - August 2012
Target Corporation December 2010 - April 2012
Target September 2009 - December 2010
Iconoculture September 2008 - January 2009
Target June 2008 - August 2008
Skills
Strategy, Retail, Business Analysis, Vendor Management, Leadership, Sales, Program Management, Market Research, Data Analysis, Training, Advertising, Market Analysis, Financial Analysis, Strategic Planning, Financial Modeling
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategic Management
University of Minnesota - Carlson School of Management 2005 — 2009
BSB, Finance Major, Economics Minor
Queen Mary, University of London 2008 — 2008
Georgetown University - The McDonough School of Business 2006 — 2007
Finance
William Blair & Company August 2014 - Present
Credit Suisse June 2013 - August 2013
Abundant Venture Partners March 2013 - May 2013
Lemhi Ventures April 2012 - August 2012
Target Corporation December 2010 - April 2012
Target September 2009 - December 2010
Iconoculture September 2008 - January 2009
Target June 2008 - August 2008
Skills
Strategy, Retail, Business Analysis, Vendor Management, Leadership, Sales, Program Management, Market Research, Data Analysis, Training, Advertising, Market Analysis, Financial Analysis, Strategic Planning, Financial Modeling
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategic Management
University of Minnesota - Carlson School of Management 2005 — 2009
BSB, Finance Major, Economics Minor
Queen Mary, University of London 2008 — 2008
Georgetown University - The McDonough School of Business 2006 — 2007
Finance
Andrew Lerchen Andrew Lerchen's William Blair & Company Experience 2003 - 2006
Job Content Development and Marketing Professional
Industry Information Technology and Services
Experience
Egencia Business Travel, an Expedia, Inc. Company 2012 - Present
Egencia Business Travel, an Expedia, Inc. Company 2010 - 2012
Moss Adams LLP 2007 - 2010
William Blair & Company 2003 - 2006
Zeno Group (formerly PR21), an Edelman Public Relations Company 2000 - 2003
Skills
Business Writing, Proposal Writing, Proposal Management, Technical Writing, Editing, Presentation Development, Content Development, Marketing, Project Management, Salesforce.com, Competitive Analysis, Leadership, Business Development, Management, Training, Cross-functional Team...
Education
Kenyon College 1994 — 1998
Bachelor of Arts (BA), English, Cum Laude
Hopkins School 1990 — 1994
Egencia Business Travel, an Expedia, Inc. Company 2012 - Present
Egencia Business Travel, an Expedia, Inc. Company 2010 - 2012
Moss Adams LLP 2007 - 2010
William Blair & Company 2003 - 2006
Zeno Group (formerly PR21), an Edelman Public Relations Company 2000 - 2003
Skills
Business Writing, Proposal Writing, Proposal Management, Technical Writing, Editing, Presentation Development, Content Development, Marketing, Project Management, Salesforce.com, Competitive Analysis, Leadership, Business Development, Management, Training, Cross-functional Team...
Education
Kenyon College 1994 — 1998
Bachelor of Arts (BA), English, Cum Laude
Hopkins School 1990 — 1994
Leslie Lux-Solak Leslie Lux-Solak's William Blair & Company Experience February 2015 - Present
Job William Blair Information Technology
Industry Financial Services
Experience
William Blair & Company February 2015 - Present
William Blair & Company April 2013 - Present
William Blair & Company June 2010 - April 2013
Royal Bank of Scotland 2005 - 2010
Education
DeVry University-Illinois
Bachelor of Science (B.S.), Business Administration
William Blair & Company February 2015 - Present
William Blair & Company April 2013 - Present
William Blair & Company June 2010 - April 2013
Royal Bank of Scotland 2005 - 2010
Education
DeVry University-Illinois
Bachelor of Science (B.S.), Business Administration
Lindsay Connor Lindsay Connor's William Blair & Company Experience June 2004 - August 2004
Job Experienced Investment Professional
Industry Investment Management
Experience
Fidelity Management & Research April 2012 - December 2014
Fidelity Management & Research August 2005 - April 2012
William Blair & Company June 2004 - August 2004
Edgemont Capital Partners January 2002 - June 2003
Citigroup/Salomon Smith Barney August 2000 - December 2001
Skills
Equity Research, Valuation, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Asset Management, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (M.B.A.)
Duke University 1996 — 2000
Bachelor of Arts (B.A.), Economics, Certificate in Markets & Management
Fidelity Management & Research April 2012 - December 2014
Fidelity Management & Research August 2005 - April 2012
William Blair & Company June 2004 - August 2004
Edgemont Capital Partners January 2002 - June 2003
Citigroup/Salomon Smith Barney August 2000 - December 2001
Skills
Equity Research, Valuation, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Asset Management, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (M.B.A.)
Duke University 1996 — 2000
Bachelor of Arts (B.A.), Economics, Certificate in Markets & Management
Victor Rudo Victor Rudo's William Blair & Company Experience 2013 - 2014
Job Associate at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners 2014 - Present
William Blair & Company 2013 - 2014
Deerfield Youth Baseball & Softball Association 2010 - 2014
Education
Emory University - Goizueta Business School
Bachelor of Business Administration, Accounting, Finance & International Studies
Summit Partners 2014 - Present
William Blair & Company 2013 - 2014
Deerfield Youth Baseball & Softball Association 2010 - 2014
Education
Emory University - Goizueta Business School
Bachelor of Business Administration, Accounting, Finance & International Studies
Evan McMahon's William Blair & Company Experience May 2015 - July 2015
Job PartTime Associate at Traverse Pointe Partners
Industry Investment Banking
Experience
Traverse Pointe Partners August 2014 - Present
William Blair & Company May 2015 - July 2015
Grant Thornton China (致同） April 2015 - May 2015
Mesirow Financial June 2014 - August 2014
St. James’s Place Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Leadership, Data Analysis, Event Planning, PowerPoint, Public Speaking, Teamwork, Time Management, Financial Analysis
Education
Indiana University - Kelley School of Business 2014 — 2016
3/2 Master of Business Administration (M.B.A.), Financial Analysis
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science, Business; Accounting
Hinsdale Central High School 2007 — 2011
Traverse Pointe Partners August 2014 - Present
William Blair & Company May 2015 - July 2015
Grant Thornton China (致同） April 2015 - May 2015
Mesirow Financial June 2014 - August 2014
St. James’s Place Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Leadership, Data Analysis, Event Planning, PowerPoint, Public Speaking, Teamwork, Time Management, Financial Analysis
Education
Indiana University - Kelley School of Business 2014 — 2016
3/2 Master of Business Administration (M.B.A.), Financial Analysis
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science, Business; Accounting
Hinsdale Central High School 2007 — 2011
Jennifer Romero's William Blair & Company Experience July 2013 - Present
Job Investment Banking at William Blair
Industry Investment Banking
Experience
William Blair & Company July 2013 - Present
Summit Library Trustee 2013 Campaign May 2013 - Present
VSA Partners April 2010 - May 2013
American Apparel April 2008 - June 2009
Americas Mortgage Choice 2008 - 2008
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Accounts Payable, Customer Service, Invoicing, OpenAir, Great Plains Software, Microsoft Word, Payroll, Adobe Creative Suite, Concur, Salesforce.com, PowerPoint, Accounting, Management, Analysis
Education
Dominican University 2006 — 2009
BA, Marketing and Management
William Blair & Company July 2013 - Present
Summit Library Trustee 2013 Campaign May 2013 - Present
VSA Partners April 2010 - May 2013
American Apparel April 2008 - June 2009
Americas Mortgage Choice 2008 - 2008
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Accounts Payable, Customer Service, Invoicing, OpenAir, Great Plains Software, Microsoft Word, Payroll, Adobe Creative Suite, Concur, Salesforce.com, PowerPoint, Accounting, Management, Analysis
Education
Dominican University 2006 — 2009
BA, Marketing and Management
TJ Biegger's William Blair & Company Experience May 2015 - July 2015
Job Incoming Investment Banking Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2015 - July 2015
Mesirow Financial June 2014 - August 2014
The Health Care Management Group May 2013 - August 2013
Skills
Team Leadership, People Skills, Preparation, Work Ethic, Microsoft Excel, PowerPoint, Public Speaking, Social Media
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance
William Blair & Company May 2015 - July 2015
Mesirow Financial June 2014 - August 2014
The Health Care Management Group May 2013 - August 2013
Skills
Team Leadership, People Skills, Preparation, Work Ethic, Microsoft Excel, PowerPoint, Public Speaking, Social Media
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance
Eileen Sebold Eileen Sebold's William Blair & Company Experience November 2011 - Present
Job Director of National Accounts at William Blair & Company
Industry Financial Services
Experience
William Blair & Company November 2011 - Present
New York Life & MainStay Investments January 2011 - August 2011
J.P. Morgan November 2005 - December 2010
AllianceBernstein September 1990 - November 2005
Skills
Series 7, Mutual Funds, Alternative Investments, Investments, Series 63, Asset Management, Investment Management, Asset Allocation, Wealth Management, Equities, Business Development, Management, Strategy
Education
Loyola University 1986 — 1990
Bachelor of Arts (B.A.), English and History, minor in business
Dowling College
Master's degree, Banking, Corporate, Finance, and Securities Law
William Blair & Company November 2011 - Present
New York Life & MainStay Investments January 2011 - August 2011
J.P. Morgan November 2005 - December 2010
AllianceBernstein September 1990 - November 2005
Skills
Series 7, Mutual Funds, Alternative Investments, Investments, Series 63, Asset Management, Investment Management, Asset Allocation, Wealth Management, Equities, Business Development, Management, Strategy
Education
Loyola University 1986 — 1990
Bachelor of Arts (B.A.), English and History, minor in business
Dowling College
Master's degree, Banking, Corporate, Finance, and Securities Law
Ross Sparenblek's William Blair & Company Experience November 2014 - Present
Job Equity Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company November 2014 - Present
MKM Partners March 2013 - November 2014
PIMCO June 2012 - August 2012
4086 Advisors August 2011 - December 2011
Chicago Board of Trade May 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Data Analysis, Portfolio Management, Equities, Fixed Income, Derivatives, Bloomberg, Equity Research, Trading, Investments, Asset Allocation, Financial Risk, Options
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
William Blair & Company November 2014 - Present
MKM Partners March 2013 - November 2014
PIMCO June 2012 - August 2012
4086 Advisors August 2011 - December 2011
Chicago Board of Trade May 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Data Analysis, Portfolio Management, Equities, Fixed Income, Derivatives, Bloomberg, Equity Research, Trading, Investments, Asset Allocation, Financial Risk, Options
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
Ben Heidari's William Blair & Company Experience August 2015 - Present
Job Sr. Internal Associate at William Blair
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
Invesco Ltd. April 2014 - August 2015
Edward Jones November 2012 - January 2014
State Farm Insurance November 2010 - November 2012
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Finance, General
CBC
William Blair & Company August 2015 - Present
Invesco Ltd. April 2014 - August 2015
Edward Jones November 2012 - January 2014
State Farm Insurance November 2010 - November 2012
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Finance, General
CBC
Lisa Hong's William Blair & Company Experience June 2011 - August 2013
Job Consultant at Navint
Industry Information Technology and Services
Experience
William Blair & Company June 2011 - August 2013
William Blair & Company June 2010 - August 2010
Velocent Systems May 2009 - August 2009
Skills
Investments, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Data Analysis, Teamwork
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance and Accounting
William Blair & Company June 2011 - August 2013
William Blair & Company June 2010 - August 2010
Velocent Systems May 2009 - August 2009
Skills
Investments, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Data Analysis, Teamwork
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance and Accounting
Greg Adams Greg Adams's William Blair & Company Experience June 2013 - August 2013
Job CoFounder at Stabilitas
Industry Information Technology and Services
Experience
Stabilitas Ventures September 2013 - Present
Mobile Innovations Research Team May 2012 - March 2014
William Blair & Company June 2013 - August 2013
US Army 2011 - 2011
US Army 2006 - 2011
US Army 2001 - 2005
Skills
Stata, Tagalog (Filipino), German, Counterinsurgency, National Security, Army, Operational Planning, Weapons, Military, Military Operations, Foreign Policy
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Harvard University, John F. Kennedy School of Government 2011 — 2014
Master in Public Administration for International Development, Economics
United States Military Academy at West Point 1997 — 2001
BS, Physics
Stabilitas Ventures September 2013 - Present
Mobile Innovations Research Team May 2012 - March 2014
William Blair & Company June 2013 - August 2013
US Army 2011 - 2011
US Army 2006 - 2011
US Army 2001 - 2005
Skills
Stata, Tagalog (Filipino), German, Counterinsurgency, National Security, Army, Operational Planning, Weapons, Military, Military Operations, Foreign Policy
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Harvard University, John F. Kennedy School of Government 2011 — 2014
Master in Public Administration for International Development, Economics
United States Military Academy at West Point 1997 — 2001
BS, Physics
Jack Thurston Jack Thurston's William Blair & Company Experience January 2014 - Present
Job Digital Director, Marketing at William Blair
Industry Financial Services
Experience
William Blair & Company January 2014 - Present
Chicago Producers, Inc. September 2013 - Present
BAI September 2011 - August 2013
BAI August 2007 - September 2011
ABN AMRO Bank N.V. December 2005 - August 2007
ABN AMRO Bank N.V. June 2003 - December 2005
ABN AMRO Bank N.V. August 2000 - June 2003
Skills
Integrated Marketing, CRM, Marketing Strategy, Marketing, Lead Generation, Strategy, Management, Leadership, Analytics, Cross-functional Team..., Financial Services, Social Media Marketing, Direct Marketing, Product Marketing, Sales, Digital Marketing, Marketing Communications, Banking, Business Strategy, Segmentation, Advertising, Marketing Management, Database Marketing, Account Management, Retail Banking, Relationship Management, Online Marketing, Program Management, Executive Management, Digital Strategy, Social Media, Customer Retention, B2B Marketing, Business Intelligence, Public Relations, Mergers & Acquisitions, Press Releases, Direct Mail, B2B, Competitive Analysis, Email Marketing, Content Strategy, Enterprise Software, Brand Development, Brand Management
Education
University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business 2004 — 2006
MBA, Marketing, Management, with Honors
Eastern Illinois University 1992 — 1996
Bachelor's Degree, English
University of Iowa 1991 — 1992
Mathmatics
Elk Grove Village High School 1987 — 1991
H.S. Diploma, General Studies
William Blair & Company January 2014 - Present
Chicago Producers, Inc. September 2013 - Present
BAI September 2011 - August 2013
BAI August 2007 - September 2011
ABN AMRO Bank N.V. December 2005 - August 2007
ABN AMRO Bank N.V. June 2003 - December 2005
ABN AMRO Bank N.V. August 2000 - June 2003
Skills
Integrated Marketing, CRM, Marketing Strategy, Marketing, Lead Generation, Strategy, Management, Leadership, Analytics, Cross-functional Team..., Financial Services, Social Media Marketing, Direct Marketing, Product Marketing, Sales, Digital Marketing, Marketing Communications, Banking, Business Strategy, Segmentation, Advertising, Marketing Management, Database Marketing, Account Management, Retail Banking, Relationship Management, Online Marketing, Program Management, Executive Management, Digital Strategy, Social Media, Customer Retention, B2B Marketing, Business Intelligence, Public Relations, Mergers & Acquisitions, Press Releases, Direct Mail, B2B, Competitive Analysis, Email Marketing, Content Strategy, Enterprise Software, Brand Development, Brand Management
Education
University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business 2004 — 2006
MBA, Marketing, Management, with Honors
Eastern Illinois University 1992 — 1996
Bachelor's Degree, English
University of Iowa 1991 — 1992
Mathmatics
Elk Grove Village High School 1987 — 1991
H.S. Diploma, General Studies
Kelly Allison's William Blair & Company Experience June 2014 - Present
Job US Institutional Sales Associate
Industry Investment Management
Experience
William Blair & Company June 2014 - Present
PPM America June 2012 - May 2014
Mercer Investment Consulting September 2004 - July 2012
Skills
Operational Due..., Relationship Management, Client Presentation, Global Custody, Custody Evaluations, Transition Management, Securities Lending, Investments, Fixed Income, Performance Attribution, Investment Management, Portfolio Management, Equities, Hedge Funds, Alternative Investments
Education
Indiana University - Kelley School of Business 2000 — 2004
B.S., Finance
William Blair & Company June 2014 - Present
PPM America June 2012 - May 2014
Mercer Investment Consulting September 2004 - July 2012
Skills
Operational Due..., Relationship Management, Client Presentation, Global Custody, Custody Evaluations, Transition Management, Securities Lending, Investments, Fixed Income, Performance Attribution, Investment Management, Portfolio Management, Equities, Hedge Funds, Alternative Investments
Education
Indiana University - Kelley School of Business 2000 — 2004
B.S., Finance
Kristen Britt Kristen Britt's William Blair & Company Experience April 2014 - June 2014
Job Communicator
Industry Public Relations and Communications
Experience
Golin September 2014 - July 2015
William Blair & Company April 2014 - June 2014
Residco February 2014 - April 2014
National Office Furniture September 2013 - November 2013
Chicago Tap Theatre June 2013 - August 2013
Barnes & Noble 2010 - 2012
Public Schools of Robeson County January 2010 - December 2011
Macy's October 2009 - December 2009
Camp Highlander June 2009 - August 2009
Camp Highlander June 2007 - August 2008
Skills
Marketing, Blogging, Copy Editing, Improvisation, Leadership, Social Media, Event Management, Performing Arts, Internal Communications, Advertising, Training, Teaching, Business Strategy, Newsletters, Corporate Communications, Dance, Customer Service, Marketing Strategy, Time Management, Acting, Spanish, Event Planning, Social Media Marketing, Theatre, Music, Public Speaking, Digital Marketing, Photography, Choreography, Program Development, Outlook, Social Networking, Facebook, Research, Microsoft Office, Editing
Education
Northwestern University 2012 — 2013
MS, Communication
iO Training Center 2014 — 2015
Improvisation
The Second City Training Center 2013 — 2013
Improvisation
East Carolina University 2004 — 2007
BFA, Dance Education
UNC Pembroke 2002 — 2004
Golin September 2014 - July 2015
William Blair & Company April 2014 - June 2014
Residco February 2014 - April 2014
National Office Furniture September 2013 - November 2013
Chicago Tap Theatre June 2013 - August 2013
Barnes & Noble 2010 - 2012
Public Schools of Robeson County January 2010 - December 2011
Macy's October 2009 - December 2009
Camp Highlander June 2009 - August 2009
Camp Highlander June 2007 - August 2008
Skills
Marketing, Blogging, Copy Editing, Improvisation, Leadership, Social Media, Event Management, Performing Arts, Internal Communications, Advertising, Training, Teaching, Business Strategy, Newsletters, Corporate Communications, Dance, Customer Service, Marketing Strategy, Time Management, Acting, Spanish, Event Planning, Social Media Marketing, Theatre, Music, Public Speaking, Digital Marketing, Photography, Choreography, Program Development, Outlook, Social Networking, Facebook, Research, Microsoft Office, Editing
Education
Northwestern University 2012 — 2013
MS, Communication
iO Training Center 2014 — 2015
Improvisation
The Second City Training Center 2013 — 2013
Improvisation
East Carolina University 2004 — 2007
BFA, Dance Education
UNC Pembroke 2002 — 2004
Andrea McGuirt's William Blair & Company Experience June 2011 - August 2011
Job Associate at Winona Capital Management
Industry Venture Capital & Private Equity
Experience
Winona Capital Management July 2014 - Present
William Blair and Company January 2012 - July 2014
William Blair & Company June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Bloomberg, Finance, Financial Modeling, Investment Banking, Financial Analysis, Equity Research, Venture Capital, Valuation, Corporate Finance, Accounting, Capital IQ, Due Diligence, Microsoft Office, Mergers & Acquisitions, Business Valuation, Investments, Capital Markets, Private Equity, Equities, DCF, LBO
Education
Indiana University - Kelley School of Business 2007 — 2011
Master of Science, Accounting
Indiana University Bloomington
Winona Capital Management July 2014 - Present
William Blair and Company January 2012 - July 2014
William Blair & Company June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Bloomberg, Finance, Financial Modeling, Investment Banking, Financial Analysis, Equity Research, Venture Capital, Valuation, Corporate Finance, Accounting, Capital IQ, Due Diligence, Microsoft Office, Mergers & Acquisitions, Business Valuation, Investments, Capital Markets, Private Equity, Equities, DCF, LBO
Education
Indiana University - Kelley School of Business 2007 — 2011
Master of Science, Accounting
Indiana University Bloomington
Adrienne Kane Adrienne Kane's William Blair & Company Experience August 2008 - August 2012
Job Coordinator at TitaniumBuzz.com & Bridge Street Exchange
Industry Luxury Goods & Jewelry
Experience
Titanium Buzz January 2015 - Present
WFC Group January 2013 - April 2014
William Blair & Company August 2008 - August 2012
HP Products July 2007 - July 2008
Skills
New Business Development, Sales, Leadership, Event Management, Equities, Customer Service, Series 7, Bloomberg, Microsoft Excel, Microsoft Office, Human Resources, Access, Networking, Social Networking, Recruiting, Sourcing, Account Management, Management, Social Media, PowerPoint, Training
Education
Grand Valley State University 2004 — 2007
Bachelor of Science (BS), Communications Specializing in Advertising and Public Relations
Grand Valley State University 2004 — 2007
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Titanium Buzz January 2015 - Present
WFC Group January 2013 - April 2014
William Blair & Company August 2008 - August 2012
HP Products July 2007 - July 2008
Skills
New Business Development, Sales, Leadership, Event Management, Equities, Customer Service, Series 7, Bloomberg, Microsoft Excel, Microsoft Office, Human Resources, Access, Networking, Social Networking, Recruiting, Sourcing, Account Management, Management, Social Media, PowerPoint, Training
Education
Grand Valley State University 2004 — 2007
Bachelor of Science (BS), Communications Specializing in Advertising and Public Relations
Grand Valley State University 2004 — 2007
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Bob Hostetter, CFA, CAIA Bob Hostetter, CFA, CAIA's William Blair & Company Experience 2002 - 2002
Job
Industry Investment Management
Experience
AllianceBernstein April 2014 - Present
William Blair Investment Management August 2008 - March 2014
McKinsey & Company November 2003 - July 2008
William Blair & Company 2002 - 2002
iXL January 2000 - August 2001
Metasys August 1996 - January 2000
Optum Software 1998 - 2000
Skills
Business Strategy, Valuation, Product Development, Investment Management, Asset Management, Asset Allocation, Alternative Investments, CFA, Series 7, CAIA
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Management and Strategy
Duke University 1992 — 1996
B.S., Engineering
Landon School 1986 — 1992
High School
AllianceBernstein April 2014 - Present
William Blair Investment Management August 2008 - March 2014
McKinsey & Company November 2003 - July 2008
William Blair & Company 2002 - 2002
iXL January 2000 - August 2001
Metasys August 1996 - January 2000
Optum Software 1998 - 2000
Skills
Business Strategy, Valuation, Product Development, Investment Management, Asset Management, Asset Allocation, Alternative Investments, CFA, Series 7, CAIA
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Management and Strategy
Duke University 1992 — 1996
B.S., Engineering
Landon School 1986 — 1992
High School
Joe Hara's William Blair & Company Experience June 2013 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2013 - Present
William Blair & Company May 2012 - August 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Majors: Accounting and Finance, Minor: Economics
William Blair & Company June 2013 - Present
William Blair & Company May 2012 - August 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Majors: Accounting and Finance, Minor: Economics
Karl Palasz Karl Palasz's William Blair & Company Experience April 1998 - Present
Job Partner and Managing Director at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company April 1998 - Present
Allstate July 1997 - April 1998
Dean Witter Reynolds July 1992 - December 1995
Skills
Healthcare Information..., M&A experience, Initial public offerings, Debt & Equity Capital..., LBO, Private Equity, Private Placements, Equity Capital Markets, Sell Side, Investment Banking, Capital Markets, Capital Raising, Equities, Corporate Finance, Finance, Mergers & Acquisitions, IPO, Strategy
Education
Harvard Business School 1996 — 1997
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (BS), Finance, General
William Blair & Company April 1998 - Present
Allstate July 1997 - April 1998
Dean Witter Reynolds July 1992 - December 1995
Skills
Healthcare Information..., M&A experience, Initial public offerings, Debt & Equity Capital..., LBO, Private Equity, Private Placements, Equity Capital Markets, Sell Side, Investment Banking, Capital Markets, Capital Raising, Equities, Corporate Finance, Finance, Mergers & Acquisitions, IPO, Strategy
Education
Harvard Business School 1996 — 1997
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (BS), Finance, General
Paul Hindsley Paul Hindsley's William Blair & Company Experience December 1997 - Present
Job Managing Director, Partner at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company December 1997 - Present
Nesbitt Burns Securities December 1989 - December 1997
Harris Bank September 1981 - December 1989
Skills
Mergers & Acquisitions, Due Diligence, Management, Valuation, Financial Modeling, Venture Capital, Investments, Strategic Planning, Corporate Development, Investment Banking
Education
Duke University
Bachelor of Arts (B.A.)
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
William Blair & Company December 1997 - Present
Nesbitt Burns Securities December 1989 - December 1997
Harris Bank September 1981 - December 1989
Skills
Mergers & Acquisitions, Due Diligence, Management, Valuation, Financial Modeling, Venture Capital, Investments, Strategic Planning, Corporate Development, Investment Banking
Education
Duke University
Bachelor of Arts (B.A.)
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Beth Hassett's William Blair & Company Experience June 2012 - Present
Job Business Intelligence at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2012 - Present
Donlen / Hertz Corporation October 2011 - May 2012
Equity Risk Partners November 2007 - October 2011
JR Katz/ NFP September 2005 - October 2007
The Home Depot 1997 - 2005
Skills
Salesforce.com..., MSOffice Suite, Vertical Response, Microsoft Office, Management, Salesforce.com, Project Management, Sales Management, Due Diligence, Marketing, Sales, Team Building, Time Management, Email Marketing, Business Intelligence, Marketing Strategy, Account Management, CRM, Integration, Analysis, Strategic Planning, Process Improvement
Education
Dominican University
Bachelor of Science, Organizational Leadership
William Blair & Company June 2012 - Present
Donlen / Hertz Corporation October 2011 - May 2012
Equity Risk Partners November 2007 - October 2011
JR Katz/ NFP September 2005 - October 2007
The Home Depot 1997 - 2005
Skills
Salesforce.com..., MSOffice Suite, Vertical Response, Microsoft Office, Management, Salesforce.com, Project Management, Sales Management, Due Diligence, Marketing, Sales, Team Building, Time Management, Email Marketing, Business Intelligence, Marketing Strategy, Account Management, CRM, Integration, Analysis, Strategic Planning, Process Improvement
Education
Dominican University
Bachelor of Science, Organizational Leadership
Amy Passingham Amy Passingham's William Blair & Company Experience 1993 - 1995
Job Volunteer Coach at Connecticut Cycling Advancement Program
Industry Nonprofit Organization Management
Experience
Connecticut Cycling Advancement Program May 2015 - Present
Boys and Girls Clubs of America April 2013 - April 2014
Goldman Sachs 2000 - 2013
D.E. Shaw & Co. 1997 - 2000
William Blair & Company 1993 - 1995
Skills
Financial Modeling, Securities, Internal Communications, Speech Writing, Fixed Income, Investor Relations, Investment Banking, Hedge Funds, Equities
Education
Harvard Business School 1991 — 1993
Master's degree, Business Administration and Management, General
Rutgers University 1983 — 1987
Bachelor's degree, Mathematics
Connecticut Cycling Advancement Program May 2015 - Present
Boys and Girls Clubs of America April 2013 - April 2014
Goldman Sachs 2000 - 2013
D.E. Shaw & Co. 1997 - 2000
William Blair & Company 1993 - 1995
Skills
Financial Modeling, Securities, Internal Communications, Speech Writing, Fixed Income, Investor Relations, Investment Banking, Hedge Funds, Equities
Education
Harvard Business School 1991 — 1993
Master's degree, Business Administration and Management, General
Rutgers University 1983 — 1987
Bachelor's degree, Mathematics
Stephanie Hu Stephanie Hu's William Blair & Company Experience August 2000 - August 2002
Job Vice President Marketing
Industry Health, Wellness and Fitness
Experience
Life Time - The Healthy Way of Life Company July 2015 - Present
General Mills August 2014 - July 2015
General Mills October 2013 - August 2014
General Mills December 2011 - September 2013
General Mills August 2010 - July 2011
General Mills April 2009 - July 2010
General Mills July 2007 - November 2008
Crowe Capital Markets August 2003 - August 2005
William Blair & Company August 2000 - August 2002
Skills
Cross-functional Team..., Marketing Strategy, Business Strategy, Team Leadership, Project Management, Multicultural Marketing, Sales & Marketing..., Integrated Marketing, Mergers & Acquisitions, Customer Insight, Marketing Management, Segmentation, Consumer Products
Education
Harvard Business School 2005 — 2007
Master of Business Administration (M.B.A.)
University of Michigan Business School 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Life Time - The Healthy Way of Life Company July 2015 - Present
General Mills August 2014 - July 2015
General Mills October 2013 - August 2014
General Mills December 2011 - September 2013
General Mills August 2010 - July 2011
General Mills April 2009 - July 2010
General Mills July 2007 - November 2008
Crowe Capital Markets August 2003 - August 2005
William Blair & Company August 2000 - August 2002
Skills
Cross-functional Team..., Marketing Strategy, Business Strategy, Team Leadership, Project Management, Multicultural Marketing, Sales & Marketing..., Integrated Marketing, Mergers & Acquisitions, Customer Insight, Marketing Management, Segmentation, Consumer Products
Education
Harvard Business School 2005 — 2007
Master of Business Administration (M.B.A.)
University of Michigan Business School 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Robert Poll's William Blair & Company Experience 1982 - 1984
Job Managing Director at Poll Financial,LLC
Industry Capital Markets
Experience
Poll Financial, LLC 1998 - Present
One World Financial Partners August 2013 - Present
Starrett City Inc. July 2009 - July 2010
The Deane Group January 2009 - July 2010
Bernard Technologies 2000 - 2002
Chief Consolidated Mining Company 1999 - 2002
Lazard Freres & Co. March 1978 - December 1997
William Blair & Company 1982 - 1984
Chase Manhattan Bank 1972 - 1978
Skills
Asset Management, Project Finance, Real Estate Finance, Public-private..., Debt, Corporate Management, Securities, Financial Advisory, Equities, Capital Markets, Investment Banking, Alternative Investments, Fixed Income, Corporate Finance, Syndications, Portfolio Management, Trading, Investments, Emerging Markets, Bonds, Wealth Management, Financial Markets, Investment Advisory, Financial Analysis, Financial Institutions, Credit Risk, Banking, Business Strategy, Asset Managment, Experienced Speaker, Public Speaking, Crisis Management, Strategic Consulting, Real Estate Economics, Asset Allocation, Management, Strategy, Investment Strategies, Public/private..., Risk Management, Financial Services, Strategic Financial..., Commodity
Education
Indiana University - Kelley School of Business 1970 — 1972
MBA, Finance/Marketing
Kenyon College 1966 — 1970
AB, Political Science
University of Michigan 1976 — 1976
Non-degree pgm., Public Finance Institute
Champaign High School 1964 — 1966
Poll Financial, LLC 1998 - Present
One World Financial Partners August 2013 - Present
Starrett City Inc. July 2009 - July 2010
The Deane Group January 2009 - July 2010
Bernard Technologies 2000 - 2002
Chief Consolidated Mining Company 1999 - 2002
Lazard Freres & Co. March 1978 - December 1997
William Blair & Company 1982 - 1984
Chase Manhattan Bank 1972 - 1978
Skills
Asset Management, Project Finance, Real Estate Finance, Public-private..., Debt, Corporate Management, Securities, Financial Advisory, Equities, Capital Markets, Investment Banking, Alternative Investments, Fixed Income, Corporate Finance, Syndications, Portfolio Management, Trading, Investments, Emerging Markets, Bonds, Wealth Management, Financial Markets, Investment Advisory, Financial Analysis, Financial Institutions, Credit Risk, Banking, Business Strategy, Asset Managment, Experienced Speaker, Public Speaking, Crisis Management, Strategic Consulting, Real Estate Economics, Asset Allocation, Management, Strategy, Investment Strategies, Public/private..., Risk Management, Financial Services, Strategic Financial..., Commodity
Education
Indiana University - Kelley School of Business 1970 — 1972
MBA, Finance/Marketing
Kenyon College 1966 — 1970
AB, Political Science
University of Michigan 1976 — 1976
Non-degree pgm., Public Finance Institute
Champaign High School 1964 — 1966
Pete Cole Pete Cole's William Blair & Company Experience June 1995 - January 1997
Job President | CEO Gamblin Artists Colors
Industry Consumer Goods
Experience
Gamblin Artists Colors January 2007 - Present
Intel Corporation 1999 - 2006
William Blair & Company June 1995 - January 1997
Skills
Strategic Planning, Product Development, Business Strategy, Start-ups, Marketing Strategy, New Business Development, Product Management, Product Marketing, Entrepreneurship, Business Planning, Competitive Analysis, Strategic Partnerships, Marketing Management, Go-to-market Strategy, Brand Development, Strategy, P&L Management, Mergers & Acquisitions, Brand Management, Business Development, Cross-functional Team..., International Business, Pricing, Marketing, E-commerce, Retail, Market Analysis, Corporate Development, Executive Management, Consumer Products, Market Planning, Market Research, Art, International Sales, Product Launch, B2B, Customer Insight, Direct Marketing, Marketing Research, Contemporary Art, Advertising, Product Innovation, Positioning, Social Media Marketing, Fine Art, Global Marketing, Management, Sales, Customer Service, Sales Management
Education
Harvard University 1991 — 1995
A.B., Economics
The University of Chicago Booth School of Business 1997 — 1999
Master of Business Administration (MBA) with Honors
St. Paul's School 1988 — 1991
Gamblin Artists Colors January 2007 - Present
Intel Corporation 1999 - 2006
William Blair & Company June 1995 - January 1997
Skills
Strategic Planning, Product Development, Business Strategy, Start-ups, Marketing Strategy, New Business Development, Product Management, Product Marketing, Entrepreneurship, Business Planning, Competitive Analysis, Strategic Partnerships, Marketing Management, Go-to-market Strategy, Brand Development, Strategy, P&L Management, Mergers & Acquisitions, Brand Management, Business Development, Cross-functional Team..., International Business, Pricing, Marketing, E-commerce, Retail, Market Analysis, Corporate Development, Executive Management, Consumer Products, Market Planning, Market Research, Art, International Sales, Product Launch, B2B, Customer Insight, Direct Marketing, Marketing Research, Contemporary Art, Advertising, Product Innovation, Positioning, Social Media Marketing, Fine Art, Global Marketing, Management, Sales, Customer Service, Sales Management
Education
Harvard University 1991 — 1995
A.B., Economics
The University of Chicago Booth School of Business 1997 — 1999
Master of Business Administration (MBA) with Honors
St. Paul's School 1988 — 1991
Bakary Seckan Bakary Seckan's William Blair & Company Experience June 2013 - October 2014
Job Senior Analyst at Portico Capital
Industry Financial Services
Experience
Portico Capital November 2014 - Present
William Blair & Company June 2013 - October 2014
Harvard Africa Policy Journal August 2012 - May 2013
Shorenstein Center for Press and Public Policy - Harvard University January 2012 - May 2013
U.S. Department of State June 2012 - August 2012
U.S. House of Representatives May 2011 - August 2011
Institute for International Public Policy May 2009 - May 2011
Education
Harvard University Kennedy School of Government 2011 — 2013
Masters in Public Policy, Public Finance and Economics
Morehouse College 2007 — 2011
Bachelor of Arts, Economics, Minor in Mathematics, Phi Beta Kappa, Summa Cum Laude
Portico Capital November 2014 - Present
William Blair & Company June 2013 - October 2014
Harvard Africa Policy Journal August 2012 - May 2013
Shorenstein Center for Press and Public Policy - Harvard University January 2012 - May 2013
U.S. Department of State June 2012 - August 2012
U.S. House of Representatives May 2011 - August 2011
Institute for International Public Policy May 2009 - May 2011
Education
Harvard University Kennedy School of Government 2011 — 2013
Masters in Public Policy, Public Finance and Economics
Morehouse College 2007 — 2011
Bachelor of Arts, Economics, Minor in Mathematics, Phi Beta Kappa, Summa Cum Laude
Noemi Tejeda Noemi Tejeda's William Blair & Company Experience 2008 - 2009
Job Human Resource Management and Customer Service Management
Industry Financial Services
Experience
Illinois Housing Development Authority April 2010 - Present
American Dental Association 2010 - 2010
William Blair & Company 2008 - 2009
Accenture 2000 - 2008
WellPoint 1998 - 2000
Skills
Recruiting, Access, Employee Relations, Budgets, Leadership, Employee Benefits, Project Management, Software Documentation, Real Estate, System Administration, Outlook, Payroll, Office Administration, Event Planning, SAP, Siebel, Ariba, PlanPlus, PeopleSoft, Microsoft Office, Groupwise, Platinum, Strategic Planning, Strategic Communications, Medical Billing, Troubleshooting, Process Improvement, Business Process..., Team Building, Team Leadership, Team-oriented, Team Management, Human Resources, Strategy, Event Management, Medical Terminology, Appointment Scheduling, Employee Training, Training Delivery, Training, Health Insurance, Customer Service, Customer Satisfaction, Customer Retention, Customer Experience, Customer Oriented, Customer Support, Foreclosure Assistance, Outstanding..., CRM
Education
DeVry University-Illinois 2010 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services, Magna Cum Laude
Taylor Business Institute 1995 — 1996
Health Claims, Medical Insurance Specialist/Medical Biller
Illinois Housing Development Authority April 2010 - Present
American Dental Association 2010 - 2010
William Blair & Company 2008 - 2009
Accenture 2000 - 2008
WellPoint 1998 - 2000
Skills
Recruiting, Access, Employee Relations, Budgets, Leadership, Employee Benefits, Project Management, Software Documentation, Real Estate, System Administration, Outlook, Payroll, Office Administration, Event Planning, SAP, Siebel, Ariba, PlanPlus, PeopleSoft, Microsoft Office, Groupwise, Platinum, Strategic Planning, Strategic Communications, Medical Billing, Troubleshooting, Process Improvement, Business Process..., Team Building, Team Leadership, Team-oriented, Team Management, Human Resources, Strategy, Event Management, Medical Terminology, Appointment Scheduling, Employee Training, Training Delivery, Training, Health Insurance, Customer Service, Customer Satisfaction, Customer Retention, Customer Experience, Customer Oriented, Customer Support, Foreclosure Assistance, Outstanding..., CRM
Education
DeVry University-Illinois 2010 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services, Magna Cum Laude
Taylor Business Institute 1995 — 1996
Health Claims, Medical Insurance Specialist/Medical Biller
Lauren McMullen Lauren McMullen's William Blair & Company Experience May 2006 - June 2008
Job Media Director at MBuy
Industry Marketing and Advertising
Experience
MBuy September 2014 - Present
Initiative February 2014 - September 2014
Initiative April 2012 - February 2014
Mindshare May 2011 - April 2012
Kelly, Scott & Madison June 2008 - May 2011
William Blair & Company May 2006 - June 2008
Skills
Marketing, Market Research, Negotiation, Budget, Broadcast, Strategic Planning, Media Planning, Online Traffic, Project Management, Marketing Research, Workflow, Media Relations, Media Buying, Automotive, Restaurants, Entertainment, Technology, comScore, Media Strategy, Integrated Marketing, Budgets
Education
University of Illinois at Chicago 2005 — 2008
Bachelor of Science, Marketing
Indiana University Bloomington 2004 — 2005
Criminal Justice, Sociology
Neuqua Valley High School 2000 — 2004
MBuy September 2014 - Present
Initiative February 2014 - September 2014
Initiative April 2012 - February 2014
Mindshare May 2011 - April 2012
Kelly, Scott & Madison June 2008 - May 2011
William Blair & Company May 2006 - June 2008
Skills
Marketing, Market Research, Negotiation, Budget, Broadcast, Strategic Planning, Media Planning, Online Traffic, Project Management, Marketing Research, Workflow, Media Relations, Media Buying, Automotive, Restaurants, Entertainment, Technology, comScore, Media Strategy, Integrated Marketing, Budgets
Education
University of Illinois at Chicago 2005 — 2008
Bachelor of Science, Marketing
Indiana University Bloomington 2004 — 2005
Criminal Justice, Sociology
Neuqua Valley High School 2000 — 2004
John Bahr's William Blair & Company Experience June 2004 - June 2006
Job Principal at Meadow Lane Capital LLC
Industry Investment Banking
Experience
Meadow Lane Capital November 2014 - Present
AHR Growth Partners April 2015 - Present
Vitamin Research Products, LLC June 2012 - November 2014
Vitamin Research Products, LLC September 2010 - June 2012
EVOL Foods 2009 - 2009
Castanea Partners July 2006 - July 2008
William Blair & Company June 2004 - June 2006
Deloitte Consulting 2001 - 2004
Skills
Strategy, Email Marketing, Business Strategy, Marketing Strategy, Strategic Planning, Direct Marketing, E-commerce, Private Equity, Cross-functional Team..., Financial Modeling, Financial Analysis, Valuation, Management Consulting, Forecasting, Marketing, Mergers & Acquisitions, Marketing Management, Online Marketing, Mergers, Investment Banking, Digital Marketing, Display Advertising, Paid Search Strategy, Multi-channel Marketing, Product Development, Analytics, Competitive Analysis, Creative Direction, Leadership, Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Finance
Emory University 1999 — 2000
BBA, Finance
Meadow Lane Capital November 2014 - Present
AHR Growth Partners April 2015 - Present
Vitamin Research Products, LLC June 2012 - November 2014
Vitamin Research Products, LLC September 2010 - June 2012
EVOL Foods 2009 - 2009
Castanea Partners July 2006 - July 2008
William Blair & Company June 2004 - June 2006
Deloitte Consulting 2001 - 2004
Skills
Strategy, Email Marketing, Business Strategy, Marketing Strategy, Strategic Planning, Direct Marketing, E-commerce, Private Equity, Cross-functional Team..., Financial Modeling, Financial Analysis, Valuation, Management Consulting, Forecasting, Marketing, Mergers & Acquisitions, Marketing Management, Online Marketing, Mergers, Investment Banking, Digital Marketing, Display Advertising, Paid Search Strategy, Multi-channel Marketing, Product Development, Analytics, Competitive Analysis, Creative Direction, Leadership, Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Finance
Emory University 1999 — 2000
BBA, Finance
Richard Berry Richard Berry's William Blair & Company Experience January 2012 - March 2014
Job Customer Service Administrator
Industry Marketing and Advertising
Experience
Broadway In Chicago December 2014 - Present
Mishkan Chicago December 2014 - May 2015
William Blair & Company January 2012 - March 2014
Lakeshore Athletic Club September 1999 - September 2011
Let's Be Frank Improvisors October 1996 - March 1998
Skills
Microsoft Office, Office Management, General Office..., Improvisation, Playwriting, Bindery, Creative Strategy, Creative Writing, Theatre, Musical Theatre, Administrative Office..., Teamwork, Access, Administrative...
Education
Hofstra University
Bachelor of Fine Arts (B.F.A.), Communication and Media Studies
IO
IO
Improv Den
Improv Den
Broadway In Chicago December 2014 - Present
Mishkan Chicago December 2014 - May 2015
William Blair & Company January 2012 - March 2014
Lakeshore Athletic Club September 1999 - September 2011
Let's Be Frank Improvisors October 1996 - March 1998
Skills
Microsoft Office, Office Management, General Office..., Improvisation, Playwriting, Bindery, Creative Strategy, Creative Writing, Theatre, Musical Theatre, Administrative Office..., Teamwork, Access, Administrative...
Education
Hofstra University
Bachelor of Fine Arts (B.F.A.), Communication and Media Studies
IO
IO
Improv Den
Improv Den
Paris Gu Paris Gu's William Blair & Company Experience January 2015 - Present
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2015 - Present
MD Global Partners, LLC September 2013 - December 2014
Industrial and Commercial Bank of China May 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Financial Modeling, Investments, Investment Banking, Bloomberg, Matlab, Capital Markets, Due Diligence, Java, C++, Capital IQ
Education
Duke Fuqua School of Business 2012 — 2013
Master of Management
University of Virginia 2009 — 2012
Bachelor of Arts (B.A.), Double Major in Mathematics and Economics, Minor in Computer Science
William Blair & Company January 2015 - Present
MD Global Partners, LLC September 2013 - December 2014
Industrial and Commercial Bank of China May 2012 - June 2012
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Financial Modeling, Investments, Investment Banking, Bloomberg, Matlab, Capital Markets, Due Diligence, Java, C++, Capital IQ
Education
Duke Fuqua School of Business 2012 — 2013
Master of Management
University of Virginia 2009 — 2012
Bachelor of Arts (B.A.), Double Major in Mathematics and Economics, Minor in Computer Science
Elizabeth Mathieson's William Blair & Company Experience September 2008 - March 2013
Job AIC at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2013 - Present
William Blair & Company September 2008 - March 2013
Stifel Financial Corp. November 2007 - August 2008
Skills
Series 7
Education
Indiana University Bloomington 2003 — 2007
Bachelor's degree, Sociology
Northern Trust March 2013 - Present
William Blair & Company September 2008 - March 2013
Stifel Financial Corp. November 2007 - August 2008
Skills
Series 7
Education
Indiana University Bloomington 2003 — 2007
Bachelor's degree, Sociology
Jennifer Banse Jennifer Banse's William Blair & Company Experience August 2014 - Present
Job Investment Management at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2014 - Present
Citadel Investment Group August 2010 - August 2014
New York and Company November 2009 - August 2010
Skills
Spreadsheets, Filing, Management, Sales, Telephone Skills, Databases, Concur, Time Management, Outlook, Customer Service, Payroll, Access, Data Entry, Leadership
Education
University of Wisconsin-Whitewater 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing Emphasis
Elgin Community College
Associate
University of Wisconsin
Bachelor's Degree
William Blair & Company August 2014 - Present
Citadel Investment Group August 2010 - August 2014
New York and Company November 2009 - August 2010
Skills
Spreadsheets, Filing, Management, Sales, Telephone Skills, Databases, Concur, Time Management, Outlook, Customer Service, Payroll, Access, Data Entry, Leadership
Education
University of Wisconsin-Whitewater 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing Emphasis
Elgin Community College
Associate
University of Wisconsin
Bachelor's Degree
Darren Knapp Darren Knapp's William Blair & Company Experience 2012 - 2013
Job Director, Client Solutions at DSIQ
Industry Consumer Goods
Experience
DS-IQ 2015 - Present
Starbucks 2013 - 2015
William Blair & Company 2012 - 2013
William Blair & Company 2007 - 2012
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2001 - 2004
JPMorgan Chase 2000 - 2001
JPMorgan Chase 1997 - 2000
Johnson & Higgins May 1996 - May 1997
Skills
CRM, Business Process..., Vendor Management, Business Analysis, Software Development, Enterprise Software, SDLC, Databases, Program Management, Requirements Analysis, Management, Software Design, Technology Planning, Business Analytics, Data Analysis, Data Warehousing, Cloud Computing, Strategic Technology..., eMarketing, Mobile Technology, Technology Strategy..., Technology Integration, Technology Development, Technology Evaluation, Technology..., Agile Project Management, Web Project Management, Extreme Programming, Vendor Relations, Executive Reporting, Budget Management, Human Capital Management, People Management, CRM software, IT Benchmarking, Application Development, Web Applications, Stakeholder Management, Technical Liaison, Reporting & Analysis, Consulting, SaaS, Business Intelligence, Strategy
Education
The University of Chicago 1998 — 1999
MS, Computer Science
Drake University 1992 — 1996
BSBA, Finance
DS-IQ 2015 - Present
Starbucks 2013 - 2015
William Blair & Company 2012 - 2013
William Blair & Company 2007 - 2012
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2001 - 2004
JPMorgan Chase 2000 - 2001
JPMorgan Chase 1997 - 2000
Johnson & Higgins May 1996 - May 1997
Skills
CRM, Business Process..., Vendor Management, Business Analysis, Software Development, Enterprise Software, SDLC, Databases, Program Management, Requirements Analysis, Management, Software Design, Technology Planning, Business Analytics, Data Analysis, Data Warehousing, Cloud Computing, Strategic Technology..., eMarketing, Mobile Technology, Technology Strategy..., Technology Integration, Technology Development, Technology Evaluation, Technology..., Agile Project Management, Web Project Management, Extreme Programming, Vendor Relations, Executive Reporting, Budget Management, Human Capital Management, People Management, CRM software, IT Benchmarking, Application Development, Web Applications, Stakeholder Management, Technical Liaison, Reporting & Analysis, Consulting, SaaS, Business Intelligence, Strategy
Education
The University of Chicago 1998 — 1999
MS, Computer Science
Drake University 1992 — 1996
BSBA, Finance
Gary Gluzberg Gary Gluzberg's William Blair & Company Experience August 2006 - July 2008
Job MBA Candidate at Harvard Business School, Class of 2013
Industry Venture Capital & Private Equity
Experience
WireCo WorldGroup August 2010 - July 2011
Paine & Partners August 2008 - July 2010
William Blair & Company August 2006 - July 2008
Education
Harvard Business School 2011 — 2013
MBA
Michigan State University 2001 — 2005
BA in Accounting, Accounting
WireCo WorldGroup August 2010 - July 2011
Paine & Partners August 2008 - July 2010
William Blair & Company August 2006 - July 2008
Education
Harvard Business School 2011 — 2013
MBA
Michigan State University 2001 — 2005
BA in Accounting, Accounting
Chuyong Capalleja (Yi) Chuyong Capalleja (Yi)'s William Blair & Company Experience June 2015 - Present
Job Investment Banking Analyst
Industry Banking
Experience
William Blair & Company June 2015 - Present
Northwestern University March 2014 - March 2015
Reify Health June 2014 - September 2014
Teach For America Atlanta June 2011 - May 2013
Georgia Institute of Technology- Biology Dept. May 2009 - May 2011
Tower, Undergraduate Research Journal August 2008 - May 2010
Air Force Reserved Officers Training Corps (AFROTC) August 2006 - March 2009
Skills
Matlab, Data Analysis, Spanish, Teaching, Statistics, Chemistry, Research, Physics, Korean, Tutoring, Science, Microsoft Office, Python, Adobe Creative Suite, Quantitative Analytics, Networking, Psychology, Analysis, Public Speaking, Illustration, Social Networking, Social Media, Improvisation, Leadership, Cell Culture, Molecular Biology, Microscopy, Biochemistry, Lifesciences, Spectroscopy, Gel Electrophoresis, Experimental Design, Qualitative Research, Project Management
Education
Northwestern University 2013 — 2014
Master's degree, Biomedical/Medical Engineering
Georgia Institute of Technology 2006 — 2011
Bachelor of Science, Chemistry and History, Technology and Society; Sociology
William Blair & Company June 2015 - Present
Northwestern University March 2014 - March 2015
Reify Health June 2014 - September 2014
Teach For America Atlanta June 2011 - May 2013
Georgia Institute of Technology- Biology Dept. May 2009 - May 2011
Tower, Undergraduate Research Journal August 2008 - May 2010
Air Force Reserved Officers Training Corps (AFROTC) August 2006 - March 2009
Skills
Matlab, Data Analysis, Spanish, Teaching, Statistics, Chemistry, Research, Physics, Korean, Tutoring, Science, Microsoft Office, Python, Adobe Creative Suite, Quantitative Analytics, Networking, Psychology, Analysis, Public Speaking, Illustration, Social Networking, Social Media, Improvisation, Leadership, Cell Culture, Molecular Biology, Microscopy, Biochemistry, Lifesciences, Spectroscopy, Gel Electrophoresis, Experimental Design, Qualitative Research, Project Management
Education
Northwestern University 2013 — 2014
Master's degree, Biomedical/Medical Engineering
Georgia Institute of Technology 2006 — 2011
Bachelor of Science, Chemistry and History, Technology and Society; Sociology
Charles Lesser's William Blair & Company Experience June 2015 - Present
Job Student at Illinois State University
Industry
Experience
William Blair & Company June 2015 - Present
Illinois State University August 2014 - December 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Illinois State University 2012 — 2016
Entrepreneurship/Entrepreneurial Studies, Junior
Illinois State University 2012 — 2016
Management/Entrepreneurial Studies
William Blair & Company June 2015 - Present
Illinois State University August 2014 - December 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Illinois State University 2012 — 2016
Entrepreneurship/Entrepreneurial Studies, Junior
Illinois State University 2012 — 2016
Management/Entrepreneurial Studies
Jake DuPre'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
Citi June 2014 - August 2014
Graham Capital Management, L.P. June 2013 - August 2013
Federal Signal Corporation June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Access, Microsoft Office, Data Analysis, Public Speaking, Microsoft Word, Customer Service
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Finance
William Blair & Company June 2015 - Present
Citi June 2014 - August 2014
Graham Capital Management, L.P. June 2013 - August 2013
Federal Signal Corporation June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Access, Microsoft Office, Data Analysis, Public Speaking, Microsoft Word, Customer Service
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Finance
Alex Graves's William Blair & Company Experience 2013 - 2015
Job Associate at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners 2015 - Present
William Blair & Company 2013 - 2015
William Blair & Company 2012 - 2012
Interactive Intelligence 2011 - 2011
Skills
Investment Banking, Accounting, Financial Modeling, Bloomberg, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Microsoft Excel
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Summit Partners 2015 - Present
William Blair & Company 2013 - 2015
William Blair & Company 2012 - 2012
Interactive Intelligence 2011 - 2011
Skills
Investment Banking, Accounting, Financial Modeling, Bloomberg, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Microsoft Excel
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Laura Van Peenan Laura Van Peenan's William Blair & Company Experience 2004 - Present
Job Managing Director and Head of Chicago Coverage at William Blair & Company
Industry Financial Services
Experience
William Blair & Company 2004 - Present
Goldman Sachs 2000 - 2003
William Blair & Company 1995 - 2000
Northern Trust 1987 - 1994
Education
Northwestern University - Kellogg School of Management 1991 — 1994
Master of Business Administration (MBA), Finance, General
Duke University 1983 — 1987
William Blair & Company 2004 - Present
Goldman Sachs 2000 - 2003
William Blair & Company 1995 - 2000
Northern Trust 1987 - 1994
Education
Northwestern University - Kellogg School of Management 1991 — 1994
Master of Business Administration (MBA), Finance, General
Duke University 1983 — 1987
Haris Domond'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
Education
Harvard University 2011 — 2015
A.B., Government
William Blair & Company August 2015 - Present
Education
Harvard University 2011 — 2015
A.B., Government
Cade Vittum's William Blair & Company Experience June 2013 - August 2013
Job College Student, Political Science B.S.
Industry Philanthropy
Experience
Hobbs Tavern & Brewery May 2014 - Present
Hobart and William Smith Colleges August 2011 - Present
Donald Shure Home Detail Co. May 2014 - August 2014
William Blair & Company June 2013 - August 2013
Kingswood Golf Club May 2013 - August 2013
Bald Peak Colony Club June 2012 - August 2012
Bald Peak Colony Club 2010 - 2012
Skills
Facebook, Research, Public Speaking, Event Planning, Fundraising, PowerPoint, Social Media, Community Outreach, Social Networking, Microsoft Office, Chinese, Team Facilitation
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Brewster Academy 2009 — 2011
Hobbs Tavern & Brewery May 2014 - Present
Hobart and William Smith Colleges August 2011 - Present
Donald Shure Home Detail Co. May 2014 - August 2014
William Blair & Company June 2013 - August 2013
Kingswood Golf Club May 2013 - August 2013
Bald Peak Colony Club June 2012 - August 2012
Bald Peak Colony Club 2010 - 2012
Skills
Facebook, Research, Public Speaking, Event Planning, Fundraising, PowerPoint, Social Media, Community Outreach, Social Networking, Microsoft Office, Chinese, Team Facilitation
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Brewster Academy 2009 — 2011
Karen Eames's William Blair & Company Experience May 2015 - Present
Job Investment Resource Associate for Private Client Advisors at William Blair & Company
Industry Banking
Experience
William Blair & Company May 2015 - Present
Boston Private Bank July 1998 - May 2015
BankBoston May 1992 - July 1998
Skills
Banking, Management, Commercial Banking, Equities, Portfolio Management, Financial Services, Asset Management, Finance
Education
Emmanuel College 1995 — 2001
Bachelor's degree, Business Administration and Management, General
Quincy High School 1982 — 1985
William Blair & Company May 2015 - Present
Boston Private Bank July 1998 - May 2015
BankBoston May 1992 - July 1998
Skills
Banking, Management, Commercial Banking, Equities, Portfolio Management, Financial Services, Asset Management, Finance
Education
Emmanuel College 1995 — 2001
Bachelor's degree, Business Administration and Management, General
Quincy High School 1982 — 1985
David Townsend, CFA's William Blair & Company Experience May 2013 - October 2014
Job Financial Consultant | Business Strategist | I bring together financial and intellectual capital
Industry Financial Services
Experience
Lewis University September 2008 - Present
William Blair & Company May 2013 - October 2014
Bank of America November 2010 - May 2013
CIT 2006 - 2007
Bank of America 2001 - 2006
Skills
Financial Analysis, Portfolio Management, Finance, Risk Management, Investments, Financial Services, Capital Markets, Banking, Microsoft Office, Credit, Project Management, Adobe Creative Suite, Leadership, Corporate Finance, Equities, Analysis, Public Speaking, Strategic Planning, Customer Service
Education
Illinois Institute of Technology 2004 — 2006
M.S. Financial Markets, Financial Engineering and Investments
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
B.S.B.A., Finance
Lewis University September 2008 - Present
William Blair & Company May 2013 - October 2014
Bank of America November 2010 - May 2013
CIT 2006 - 2007
Bank of America 2001 - 2006
Skills
Financial Analysis, Portfolio Management, Finance, Risk Management, Investments, Financial Services, Capital Markets, Banking, Microsoft Office, Credit, Project Management, Adobe Creative Suite, Leadership, Corporate Finance, Equities, Analysis, Public Speaking, Strategic Planning, Customer Service
Education
Illinois Institute of Technology 2004 — 2006
M.S. Financial Markets, Financial Engineering and Investments
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
B.S.B.A., Finance
Eric Stough Eric Stough's William Blair & Company Experience August 1996 - June 1999
Job Managing Partner at Stough Partners
Industry Investment Management
Experience
Stough Partners January 2009 - Present
Citadel LLC August 2004 - October 2008
Lake Capital August 2001 - July 2004
William Blair & Company August 1996 - June 1999
Education
Indiana University - Kelley School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Stough Partners January 2009 - Present
Citadel LLC August 2004 - October 2008
Lake Capital August 2001 - July 2004
William Blair & Company August 1996 - June 1999
Education
Indiana University - Kelley School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Steve Sarver's William Blair & Company Experience June 2015 - Present
Job Equity Research Intern at William Blair & Company
Industry Financial Services
Experience
Indiana Evans Scholars January 2015 - Present
Medinah Country Club June 2008 - Present
Kappa Alpha Theta August 2012 - Present
William Blair & Company June 2015 - Present
Knall-Cohen Investment Fund September 2014 - February 2015
Arthur J. Gallagher & Co. May 2014 - August 2014
Arthur J. Gallagher and Co. May 2013 - August 2013
Skills
Microsoft Excel, Time Management, Leadership, Golf, Critical Thinking, PowerPoint, Data Analysis, Access, Organization, Writing, Mathematics, Flexibility, Financial Modeling, Valuation
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (BS), Accounting and Finance, GPA: 3.93
James B. Conant High School 2008 — 2012
Indiana Evans Scholars January 2015 - Present
Medinah Country Club June 2008 - Present
Kappa Alpha Theta August 2012 - Present
William Blair & Company June 2015 - Present
Knall-Cohen Investment Fund September 2014 - February 2015
Arthur J. Gallagher & Co. May 2014 - August 2014
Arthur J. Gallagher and Co. May 2013 - August 2013
Skills
Microsoft Excel, Time Management, Leadership, Golf, Critical Thinking, PowerPoint, Data Analysis, Access, Organization, Writing, Mathematics, Flexibility, Financial Modeling, Valuation
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (BS), Accounting and Finance, GPA: 3.93
James B. Conant High School 2008 — 2012
Luke Prioleau's William Blair & Company Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at William Blair & Company
Industry Financial Services
Experience
Zeeba Group LLC October 2013 - Present
William Blair & Company June 2015 - August 2015
Oracle June 2013 - August 2013
Nike May 2012 - August 2012
Skills
Rowing, Statistics, Public Speaking, Economics, Financial Modeling, Leadership
Education
Georgetown University 2012 — 2016
Bachelor of Science, Finance, Operations Information Managment
Palo Alto High School 2008 — 2012
Zeeba Group LLC October 2013 - Present
William Blair & Company June 2015 - August 2015
Oracle June 2013 - August 2013
Nike May 2012 - August 2012
Skills
Rowing, Statistics, Public Speaking, Economics, Financial Modeling, Leadership
Education
Georgetown University 2012 — 2016
Bachelor of Science, Finance, Operations Information Managment
Palo Alto High School 2008 — 2012
Kelly Sorensen Kelly Sorensen's William Blair & Company Experience September 2013 - October 2013
Job Production Associate at Brown & Riding Ins. Services, Inc.
Industry Insurance
Experience
Brown & Riding Ins. Services, Inc. July 2015 - Present
Brown & Riding Ins. Services, Inc. April 2014 - Present
William Blair & Company September 2013 - October 2013
CakeStyle June 2013 - July 2013
Bloomingdale's June 2012 - June 2013
Gigi Bottega January 2011 - June 2012
Illinois State University August 2010 - May 2011
Illinois State University's Fashion Show August 2010 - May 2011
Skills
Social Media, Marketing, Customer Service, Retail, Advertising, Project Management, Creativity, Customer Satisfaction, Driving Profitability, Problem Solving, Highly detail oriented, Multi Tasking, Goal Oriented, Social Listening, Skilled Multi-tasker, Time Management, Communication, Social Networking, Sales
Education
Illinois State University 2009 — 2011
Bachelor of Science, Fashion Merchandising
Rock Valley College 2007 — 2009
Degree: Associates of Art
Brown & Riding Ins. Services, Inc. July 2015 - Present
Brown & Riding Ins. Services, Inc. April 2014 - Present
William Blair & Company September 2013 - October 2013
CakeStyle June 2013 - July 2013
Bloomingdale's June 2012 - June 2013
Gigi Bottega January 2011 - June 2012
Illinois State University August 2010 - May 2011
Illinois State University's Fashion Show August 2010 - May 2011
Skills
Social Media, Marketing, Customer Service, Retail, Advertising, Project Management, Creativity, Customer Satisfaction, Driving Profitability, Problem Solving, Highly detail oriented, Multi Tasking, Goal Oriented, Social Listening, Skilled Multi-tasker, Time Management, Communication, Social Networking, Sales
Education
Illinois State University 2009 — 2011
Bachelor of Science, Fashion Merchandising
Rock Valley College 2007 — 2009
Degree: Associates of Art
Ross Patrick Robinson's William Blair & Company Experience August 2015 - Present
Job Research Analyst Assistant at William Blair & Company
Industry Research
Experience
William Blair & Company August 2015 - Present
The University of Chicago September 2014 - August 2015
University of Chicago Booth School of Business April 2015 - May 2015
St. Lawrence University March 2013 - September 2013
St. Lawrence University September 2012 - September 2013
Production Processing, Inc. June 2011 - July 2011
State University of New York 2011 - 2011
Skills
Research, Critical Thinking, Public Speaking, Data Analysis, Microsoft Office, Biology, Neuroscience, Political Science, Social Sciences, Qualitative Research, Quantitative Research, Confocal Microscopy, Courage, Science Journalism, Fluorescence Microscopy, Grant Writing, PowerPoint, Social Media, Editing, SPSS, Teaching, Microsoft Word, Higher Education, Politics, Microsoft Excel, Statistics, Policy Analysis, Sweetening, Survey Design, Technical Writing, Neuroimaging Software, Equity Research, Private Equity, Creative Writing, Confocal Laser Scanning..., Scanning Electron..., Photojournalism, Philosophy Of Science, Photoshop, Science Policy, Creative Marketer, Project Planning, Leadership, Public Policy, Project Management, Survey Research, Marketing, Sales, Creativity Skills, Thought Leadership
Education
The University of Chicago 2014 — 2015
Master’s Degree, Interdisciplinary Social Science (MAPSS), GPA: 3.8
Harris School of Public Policy at the University of Chicago 2014 — 2015
St. Lawrence University 2012 — 2014
Bachelor of Science, magna cum laude, Neuroscience, Government, GPA: 3.8
Austro-America Institute of Education 2013 — 2014
Business & Psychology
William Blair & Company August 2015 - Present
The University of Chicago September 2014 - August 2015
University of Chicago Booth School of Business April 2015 - May 2015
St. Lawrence University March 2013 - September 2013
St. Lawrence University September 2012 - September 2013
Production Processing, Inc. June 2011 - July 2011
State University of New York 2011 - 2011
Skills
Research, Critical Thinking, Public Speaking, Data Analysis, Microsoft Office, Biology, Neuroscience, Political Science, Social Sciences, Qualitative Research, Quantitative Research, Confocal Microscopy, Courage, Science Journalism, Fluorescence Microscopy, Grant Writing, PowerPoint, Social Media, Editing, SPSS, Teaching, Microsoft Word, Higher Education, Politics, Microsoft Excel, Statistics, Policy Analysis, Sweetening, Survey Design, Technical Writing, Neuroimaging Software, Equity Research, Private Equity, Creative Writing, Confocal Laser Scanning..., Scanning Electron..., Photojournalism, Philosophy Of Science, Photoshop, Science Policy, Creative Marketer, Project Planning, Leadership, Public Policy, Project Management, Survey Research, Marketing, Sales, Creativity Skills, Thought Leadership
Education
The University of Chicago 2014 — 2015
Master’s Degree, Interdisciplinary Social Science (MAPSS), GPA: 3.8
Harris School of Public Policy at the University of Chicago 2014 — 2015
St. Lawrence University 2012 — 2014
Bachelor of Science, magna cum laude, Neuroscience, Government, GPA: 3.8
Austro-America Institute of Education 2013 — 2014
Business & Psychology
Andrew Van Nest's William Blair & Company Experience April 2015 - Present
Job Harvard and Boston College Graduate, Pro Basketball Player, Investment Banker
Industry Investment Banking
Experience
William Blair & Company April 2015 - Present
Point72 Asset Management June 2014 - September 2014
Chin Min Dragons August 2013 - January 2014
Harvard Crimson Men's Basketball Team September 2008 - March 2012
Skills
Research, Leadership, PowerPoint, Time Management, Social Media, Fundraising, Data Analysis, Excel, Microsoft Office, Analysis, Teamwork, Communication, Equities, Fixed Income, Investment Strategy, Bloomberg Software, Client Services
Education
Boston College Woods College of Advancing Studies 2012 — 2014
Master's Degree, Master of Science, 3.6
Harvard University 2008 — 2012
Bachelor's Degree, Psychology
Northfield Mount Hermon 2006 — 2008
William Blair & Company April 2015 - Present
Point72 Asset Management June 2014 - September 2014
Chin Min Dragons August 2013 - January 2014
Harvard Crimson Men's Basketball Team September 2008 - March 2012
Skills
Research, Leadership, PowerPoint, Time Management, Social Media, Fundraising, Data Analysis, Excel, Microsoft Office, Analysis, Teamwork, Communication, Equities, Fixed Income, Investment Strategy, Bloomberg Software, Client Services
Education
Boston College Woods College of Advancing Studies 2012 — 2014
Master's Degree, Master of Science, 3.6
Harvard University 2008 — 2012
Bachelor's Degree, Psychology
Northfield Mount Hermon 2006 — 2008
Stephen Pendleton, Jr.'s William Blair & Company Experience June 2015 - Present
Job Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2015 - Present
Performance Health Systems March 2012 - May 2015
Education
Florida State University 2007 — 2011
William Blair & Company June 2015 - Present
Performance Health Systems March 2012 - May 2015
Education
Florida State University 2007 — 2011
Jeff Garro Jeff Garro's William Blair & Company Experience October 2009 - Present
Job Equity Research Associate, Healthcare IT at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2009 - Present
Regina P. Etherton & Associates, LLC August 2007 - September 2009
Education
DePaul University College of Law 2004 — 2007
Doctor of Law (JD)
Duke University 2000 — 2004
Bachelor of Engineering (BEng), Biomedical/Medical Engineering
William Blair & Company October 2009 - Present
Regina P. Etherton & Associates, LLC August 2007 - September 2009
Education
DePaul University College of Law 2004 — 2007
Doctor of Law (JD)
Duke University 2000 — 2004
Bachelor of Engineering (BEng), Biomedical/Medical Engineering
Betsy Grossman Betsy Grossman's William Blair & Company Experience 1996 - 2001
Job Professional
Industry Design
Experience
Boenning & Scattergood, Inc. 2007 - 2008
Vanguard 2003 - 2005
The Perfect SetUp, Inc 2002 - 2004
optionsXpress 2000 - 2002
William Blair & Company 1996 - 2001
Skills
Customer Service, Entrepreneurship, Event Planning, Public Speaking, Teaching, Event Management, Coaching, Training, Leadership, Microsoft Office, Research, Electronic Trading, Options, Creative Problem Solving, Qualified Retirement..., Broker-Dealer, Broker-Dealer Operations, PowerPoint, Coordinating Events, Microsoft Excel, Web Design
Education
Harcum College 2014 — 2017
Interior Design
Loyola University of Chicago 1996 — 2001
Finance, General
Boenning & Scattergood, Inc. 2007 - 2008
Vanguard 2003 - 2005
The Perfect SetUp, Inc 2002 - 2004
optionsXpress 2000 - 2002
William Blair & Company 1996 - 2001
Skills
Customer Service, Entrepreneurship, Event Planning, Public Speaking, Teaching, Event Management, Coaching, Training, Leadership, Microsoft Office, Research, Electronic Trading, Options, Creative Problem Solving, Qualified Retirement..., Broker-Dealer, Broker-Dealer Operations, PowerPoint, Coordinating Events, Microsoft Excel, Web Design
Education
Harcum College 2014 — 2017
Interior Design
Loyola University of Chicago 1996 — 2001
Finance, General
Matthew W. Foster Matthew W. Foster's William Blair & Company Experience May 2012 - July 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2015 - Present
Duke University Endowment (DUMAC, Inc.) June 2014 - August 2014
William Blair & Company May 2012 - July 2012
Skills
Teamwork, Data Analysis, Public Speaking, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Microsoft Excel, Statistics, Research, Stata, Economics, English, Matlab, Analysis
Education
Duke University 2011 — 2015
Bachelor of Science in Econmics I Bachelor of Arts in History
Evanston Township High School 2007 — 2011
High School
Bain & Company August 2015 - Present
Duke University Endowment (DUMAC, Inc.) June 2014 - August 2014
William Blair & Company May 2012 - July 2012
Skills
Teamwork, Data Analysis, Public Speaking, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Microsoft Excel, Statistics, Research, Stata, Economics, English, Matlab, Analysis
Education
Duke University 2011 — 2015
Bachelor of Science in Econmics I Bachelor of Arts in History
Evanston Township High School 2007 — 2011
High School
Cathy E. Abbott Cathy E. Abbott's William Blair & Company Experience June 2005 - Present
Job Portfolio Associate at William Blair and Company
Industry Investment Management
Experience
William Blair & Company June 2005 - Present
Focused Investments, LLC 1997 - 2005
Olde Mamas Restaurant 1994 - 1997
Wayne Hummer Investments, LLC 1982 - 1994
Skills
Asset Allocation, Wealth Management, Asset Management, Series 7, Series 63, Series 66, Series 24, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Securities, Uniform Combined State..., FINRA, Series 65, ETFs
Education
Illinois State University
Bachelor of Science (BS), Business & Psychology
St. Cajetan
William Blair & Company June 2005 - Present
Focused Investments, LLC 1997 - 2005
Olde Mamas Restaurant 1994 - 1997
Wayne Hummer Investments, LLC 1982 - 1994
Skills
Asset Allocation, Wealth Management, Asset Management, Series 7, Series 63, Series 66, Series 24, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Securities, Uniform Combined State..., FINRA, Series 65, ETFs
Education
Illinois State University
Bachelor of Science (BS), Business & Psychology
St. Cajetan
David Ellis's William Blair & Company Experience June 2013 - August 2014
Job Associate at Actua
Industry Venture Capital & Private Equity
Experience
Actua September 2014 - Present
William Blair & Company June 2013 - August 2014
William Blair & Company May 2012 - August 2012
PwC June 2011 - August 2011
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Financial Analysis, LBO, Capital IQ, Equities, Private Equity, Capital Markets, DCF, Bloomberg, Investments, Due Diligence, Finance, Business Valuation, Portfolio Management, Venture Capital, Microsoft Excel, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Business Administration (MBA), Financial Analysis
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Actua September 2014 - Present
William Blair & Company June 2013 - August 2014
William Blair & Company May 2012 - August 2012
PwC June 2011 - August 2011
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Financial Analysis, LBO, Capital IQ, Equities, Private Equity, Capital Markets, DCF, Bloomberg, Investments, Due Diligence, Finance, Business Valuation, Portfolio Management, Venture Capital, Microsoft Excel, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Business Administration (MBA), Financial Analysis
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Brandon Archuleta Brandon Archuleta's William Blair & Company Experience Executive AssistantHGA Architects and EngineersJune 2014 - January 2015
Job Investment Banking Assistant
Industry Executive Office
Experience
William Blair & Company Executive AssistantHGA Architects and EngineersJune 2014 - January 2015
Techsoup Global January 2014 - March 2014
Zephyr Real Estate June 2012 - December 2013
Kreativz November 2011 - March 2012
Data Systems International January 2011 - August 2011
Park Silly Sunday Market February 2010 - November 2010
Skills
Executive Support, Project Management, Marketing, Marketing Strategy, Digital Marketing, Proficient Typing Skills, Microsoft Office, HTML, WordPress, Drupal, Team Leadership, Team Building, Event Planning, Customer Service, Event Management, Management, Social Media, Public Speaking, Microsoft Excel, Social Networking, Marketing Communications, Leadership, Public Relations
Education
Westminster College 2009 — 2011
Bachelor's Degree, Business Administration and Management, General
Dominican University of California 2007 — 2009
Gen Ed
William Blair & Company Executive AssistantHGA Architects and EngineersJune 2014 - January 2015
Techsoup Global January 2014 - March 2014
Zephyr Real Estate June 2012 - December 2013
Kreativz November 2011 - March 2012
Data Systems International January 2011 - August 2011
Park Silly Sunday Market February 2010 - November 2010
Skills
Executive Support, Project Management, Marketing, Marketing Strategy, Digital Marketing, Proficient Typing Skills, Microsoft Office, HTML, WordPress, Drupal, Team Leadership, Team Building, Event Planning, Customer Service, Event Management, Management, Social Media, Public Speaking, Microsoft Excel, Social Networking, Marketing Communications, Leadership, Public Relations
Education
Westminster College 2009 — 2011
Bachelor's Degree, Business Administration and Management, General
Dominican University of California 2007 — 2009
Gen Ed
James Straka James Straka's William Blair & Company Experience December 2012 - January 2013
Job Commercial Underwriter I at TCF Bank
Industry Financial Services
Experience
TCF Bank August 2013 - Present
William Blair & Company December 2012 - January 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Management, Portfolio Management, Customer Service, Account Management, Market Analysis, Microsoft Excel, Banking, PowerPoint, Access, Analysis, Teamwork, Data Analysis, Risk Management, Microsoft Word, Business Analysis
Education
Illinois State University 2009 — 2013
Bachelor of Science (BS), Finance, General
TCF Bank August 2013 - Present
William Blair & Company December 2012 - January 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Management, Portfolio Management, Customer Service, Account Management, Market Analysis, Microsoft Excel, Banking, PowerPoint, Access, Analysis, Teamwork, Data Analysis, Risk Management, Microsoft Word, Business Analysis
Education
Illinois State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Maria Gemskie's William Blair & Company Experience February 2013 - Present
Job Director, Brand, Marketing, Communications at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2013 - Present
Preferred Hotel Group June 2011 - Present
MF Global September 2009 - April 2011
Allstate Insurance July 2008 - September 2009
Chicago Board of Trade January 1999 - April 2008
U.S. House of Representatives January 1996 - January 1999
Skills
Market Analysis, Internal Communications, Strategic Partnerships, Crisis Communications, Media Relations, Message Development, Leadership, Strategic Planning, Press Releases, Marketing Communications, Integrated Marketing, Public Relations, Budgets, Community Development, Corporate Communications, Event Management, Management, Marketing, Reputation Management, Social Media, Social Media Marketing, Speech Writing, Strategic Communications
Education
Indiana University Bloomington 1990 — 1994
school of hard knocks
William Blair & Company February 2013 - Present
Preferred Hotel Group June 2011 - Present
MF Global September 2009 - April 2011
Allstate Insurance July 2008 - September 2009
Chicago Board of Trade January 1999 - April 2008
U.S. House of Representatives January 1996 - January 1999
Skills
Market Analysis, Internal Communications, Strategic Partnerships, Crisis Communications, Media Relations, Message Development, Leadership, Strategic Planning, Press Releases, Marketing Communications, Integrated Marketing, Public Relations, Budgets, Community Development, Corporate Communications, Event Management, Management, Marketing, Reputation Management, Social Media, Social Media Marketing, Speech Writing, Strategic Communications
Education
Indiana University Bloomington 1990 — 1994
school of hard knocks
Joe Beyer Joe Beyer's William Blair & Company Experience June 2013 - August 2013
Job Policy Advisor, Office of the Governor
Industry Public Policy
Experience
Office of the Governor, State of Illinois January 2015 - Present
William Blair & Company June 2013 - August 2013
Federal Reserve Bank of Chicago June 2012 - August 2012
Deutsche Bank July 2011 - August 2011
Hewitt Associates July 2007 - June 2010
Education
Harvard Business School 2010 — 2014
MBA
Harvard Law School 2010 — 2014
JD
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Actuarial Science
Office of the Governor, State of Illinois January 2015 - Present
William Blair & Company June 2013 - August 2013
Federal Reserve Bank of Chicago June 2012 - August 2012
Deutsche Bank July 2011 - August 2011
Hewitt Associates July 2007 - June 2010
Education
Harvard Business School 2010 — 2014
MBA
Harvard Law School 2010 — 2014
JD
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Actuarial Science
Ajay Thomas's William Blair & Company Experience September 2014 - Present
Job Managing Director/Head of Public Finance
Industry Financial Services
Experience
William Blair & Company September 2014 - Present
Skills
Capital Markets, Fixed Income, Bonds, Economics, Strategic Planning, Business Strategy, Strategy, Investments, Portfolio Management, Investment Banking, Securities, Series 7, Due Diligence, Financial Modeling, Financial Analysis, Finance, Derivatives, Public Finance
Education
The University of Texas at Austin 1998 — 2001
Juris Doctor (J.D.)
Harvard University, John F. Kennedy School of Government 1997 — 2000
Master's Degree, Business & Government
Southwestern University 1990 — 1994
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 1992 — 1993
General Course, International Political Economy
William Blair & Company September 2014 - Present
Skills
Capital Markets, Fixed Income, Bonds, Economics, Strategic Planning, Business Strategy, Strategy, Investments, Portfolio Management, Investment Banking, Securities, Series 7, Due Diligence, Financial Modeling, Financial Analysis, Finance, Derivatives, Public Finance
Education
The University of Texas at Austin 1998 — 2001
Juris Doctor (J.D.)
Harvard University, John F. Kennedy School of Government 1997 — 2000
Master's Degree, Business & Government
Southwestern University 1990 — 1994
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 1992 — 1993
General Course, International Political Economy
Ryan Becker Ryan Becker's William Blair & Company Experience July 2002 - July 2003
Job Attorney at Fox Rothschild LLP
Industry Law Practice
Experience
Fox Rothschild LLP May 2013 - Present
Cleary Gottlieb Steen & Hamilton LLP August 2007 - May 2013
William Blair & Company July 2002 - July 2003
Skills
Legal Research, White Collar Criminal..., Commercial Litigation, Litigation, Legal Writing, Civil Litigation, Securities Litigation, Class Actions, Appeals, Arbitration, Corporate Governance, Corporate Law, Courts, Intellectual Property, Mediation, Securities Regulation, Trials, Westlaw
Education
Pennsylvania State University, The Dickinson School of Law 2004 — 2007
Doctor of Law (JD)
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Fox Rothschild LLP May 2013 - Present
Cleary Gottlieb Steen & Hamilton LLP August 2007 - May 2013
William Blair & Company July 2002 - July 2003
Skills
Legal Research, White Collar Criminal..., Commercial Litigation, Litigation, Legal Writing, Civil Litigation, Securities Litigation, Class Actions, Appeals, Arbitration, Corporate Governance, Corporate Law, Courts, Intellectual Property, Mediation, Securities Regulation, Trials, Westlaw
Education
Pennsylvania State University, The Dickinson School of Law 2004 — 2007
Doctor of Law (JD)
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
John Jaskowiak's William Blair & Company Experience November 2013 - Present
Job Associate Global Financials at William Blair & Company
Industry Investment Management
Experience
William Blair & Company November 2013 - Present
Keefe, Bruyette & Woods, Inc. February 2010 - June 2013
Veolia Environnement September 2009 - January 2010
Banc of America Securities LLC June 2008 - August 2008
Skills
Financial Statement..., Financial Modeling, Investment Banking, Financial Institutions, FIG, Debt & Equity Capital..., M&A analysis, Capital Structure, Pitch Books, Valuation, Comps, DCF Valuation, Bloomberg, Capital IQ, Mergers & Acquisitions, Investments, Equities, Asset Management
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Major in Finance; Minors in History and Economics
Benet Academy
William Blair & Company November 2013 - Present
Keefe, Bruyette & Woods, Inc. February 2010 - June 2013
Veolia Environnement September 2009 - January 2010
Banc of America Securities LLC June 2008 - August 2008
Skills
Financial Statement..., Financial Modeling, Investment Banking, Financial Institutions, FIG, Debt & Equity Capital..., M&A analysis, Capital Structure, Pitch Books, Valuation, Comps, DCF Valuation, Bloomberg, Capital IQ, Mergers & Acquisitions, Investments, Equities, Asset Management
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Major in Finance; Minors in History and Economics
Benet Academy
Brian Finneran's William Blair & Company Experience September 2012 - October 2014
Job Equity Research Associate at Barclays
Industry Financial Services
Experience
Barclays October 2014 - Present
William Blair & Company September 2012 - October 2014
KBW August 2010 - September 2012
BNY Mellon June 2009 - August 2009
KBW June 2008 - August 2008
Skills
Equity Research, Bloomberg, Valuation, DCF, Financial Modeling, Equities, Investment Banking, Capital Markets, Series 7, Equity Valuation, Fixed Income, Hedge Funds
Education
Georgetown University 2006 — 2010
Bachelor of Science (BS), Finance, Management
Barclays October 2014 - Present
William Blair & Company September 2012 - October 2014
KBW August 2010 - September 2012
BNY Mellon June 2009 - August 2009
KBW June 2008 - August 2008
Skills
Equity Research, Bloomberg, Valuation, DCF, Financial Modeling, Equities, Investment Banking, Capital Markets, Series 7, Equity Valuation, Fixed Income, Hedge Funds
Education
Georgetown University 2006 — 2010
Bachelor of Science (BS), Finance, Management
Henry Van Wagenberg Henry Van Wagenberg's William Blair & Company Experience August 2015 - Present
Job Institutional Equity Sales at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
Janney Montgomery Scott April 2013 - July 2015
Wunderlich Securities October 2012 - March 2013
Georgetown University's McDonough School of Business August 2008 - May 2012
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Georgetown Prep 2004 — 2008
William Blair & Company August 2015 - Present
Janney Montgomery Scott April 2013 - July 2015
Wunderlich Securities October 2012 - March 2013
Georgetown University's McDonough School of Business August 2008 - May 2012
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Georgetown Prep 2004 — 2008
Brian Habib's William Blair & Company Experience February 2014 - November 2014
Job Convertible Bond Sales & Trading at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2014 - November 2014
TeraExchange March 2013 - January 2014
Merrill Lynch 1987 - 2012
Skills
Fixed Income, Series 7, Series 63, Equities, Bloomberg, Series 24, Options, Swaps, Trading, CDS, Investment Banking, Interest Rate Swaps, Convertible Arbitrage, Convertible Securities, Bonds, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Investments, Derivatives
Education
Gordon College 1983 — 1987
Bachelor of Arts (B.A.), Business Administration/Economics
William Blair & Company February 2014 - November 2014
TeraExchange March 2013 - January 2014
Merrill Lynch 1987 - 2012
Skills
Fixed Income, Series 7, Series 63, Equities, Bloomberg, Series 24, Options, Swaps, Trading, CDS, Investment Banking, Interest Rate Swaps, Convertible Arbitrage, Convertible Securities, Bonds, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Investments, Derivatives
Education
Gordon College 1983 — 1987
Bachelor of Arts (B.A.), Business Administration/Economics
Mark Janicik Mark Janicik's William Blair & Company Experience May 2014 - Present
Job Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2014 - Present
YouSwoop.com April 2013 - September 2013
Jenner & Block August 2010 - June 2012
Illinois House of Representatives Republican Leaders Office June 2009 - September 2009
The First Tee June 2008 - August 2008
UPS December 2007 - December 2007
Skills
Data Analysis, Marketing, Leadership, Public Speaking, Microsoft Excel, Market Research, Legal Research, Research, Financial Analysis, Nonprofits, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Knox College 2006 — 2010
BA, Political Science
William Blair & Company May 2014 - Present
YouSwoop.com April 2013 - September 2013
Jenner & Block August 2010 - June 2012
Illinois House of Representatives Republican Leaders Office June 2009 - September 2009
The First Tee June 2008 - August 2008
UPS December 2007 - December 2007
Skills
Data Analysis, Marketing, Leadership, Public Speaking, Microsoft Excel, Market Research, Legal Research, Research, Financial Analysis, Nonprofits, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Knox College 2006 — 2010
BA, Political Science
Gareth Dickens Gareth Dickens's William Blair & Company Experience June 2002 - June 2004
Job CoFounder and CoCEO at ConvenientMD Urgent Care
Industry Hospital & Health Care
Experience
ConvenientMD Urgent Care February 2012 - Present
Market Square Capital LLC September 2009 - Present
Thermo Fisher Scientific July 2006 - September 2009
Willis Stein & Partners August 2004 - July 2006
William Blair & Company June 2002 - June 2004
Skills
Start-ups, Management, Strategy, Mergers & Acquisitions, Private Equity, Urgent Care, Healthcare, Venture Capital, Valuation, Corporate Development, Financial Modeling, Strategic Planning, Due Diligence, Real Estate Economics, SaaS, Cash Flow Forecasting, Leadership, Executive Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2002
BS Business Administration, Finance
Harvard University 1998 — 2000
Pursued Bachelor of Arts (B.A.) - Extension School
Treverton College 1993 — 1998
ConvenientMD Urgent Care February 2012 - Present
Market Square Capital LLC September 2009 - Present
Thermo Fisher Scientific July 2006 - September 2009
Willis Stein & Partners August 2004 - July 2006
William Blair & Company June 2002 - June 2004
Skills
Start-ups, Management, Strategy, Mergers & Acquisitions, Private Equity, Urgent Care, Healthcare, Venture Capital, Valuation, Corporate Development, Financial Modeling, Strategic Planning, Due Diligence, Real Estate Economics, SaaS, Cash Flow Forecasting, Leadership, Executive Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2002
BS Business Administration, Finance
Harvard University 1998 — 2000
Pursued Bachelor of Arts (B.A.) - Extension School
Treverton College 1993 — 1998
Elizabeth Gerwels's William Blair & Company Experience November 2014 - August 2015
Job Business Development Specialist at Baker & McKenzie
Industry Public Relations and Communications
Experience
Baker & McKenzie August 2015 - Present
William Blair & Company November 2014 - August 2015
Baker & McKenzie LLP September 2010 - October 2014
AMERICAN VETERINARY MEDICAL ASSOCIATION July 2008 - October 2010
City of Indianapolis, Purchasing Division January 2008 - July 2008
OFFICE OF MAYOR BART PETERSON August 2006 - January 2008
Skills
Blogging, Final Cut Pro, Public Relations, Internal Communications, Press Releases, Media Relations, Editing, Strategic Communications, Corporate Communications, Email Marketing, Newsletters, Proofreading, Microsoft Office, PowerPoint, Creative Writing, Marketing, Copy Editing, AP Style, Nonprofits, Marketing Communications, Community Outreach, Mac, Video Editing, Web Content, Budgets, Copywriting, Sports
Education
Indiana University
Bachelor of Arts, Journalism and Political Science
Indiana University Bloomington
Bachelor's degree, Journalism
Baker & McKenzie August 2015 - Present
William Blair & Company November 2014 - August 2015
Baker & McKenzie LLP September 2010 - October 2014
AMERICAN VETERINARY MEDICAL ASSOCIATION July 2008 - October 2010
City of Indianapolis, Purchasing Division January 2008 - July 2008
OFFICE OF MAYOR BART PETERSON August 2006 - January 2008
Skills
Blogging, Final Cut Pro, Public Relations, Internal Communications, Press Releases, Media Relations, Editing, Strategic Communications, Corporate Communications, Email Marketing, Newsletters, Proofreading, Microsoft Office, PowerPoint, Creative Writing, Marketing, Copy Editing, AP Style, Nonprofits, Marketing Communications, Community Outreach, Mac, Video Editing, Web Content, Budgets, Copywriting, Sports
Education
Indiana University
Bachelor of Arts, Journalism and Political Science
Indiana University Bloomington
Bachelor's degree, Journalism
Anne (Forde) Wahl Anne (Forde) Wahl's William Blair & Company Experience 2011 - Present
Job Investment Manager Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company 2011 - Present
William Blair and Company November 2006 - November 2011
Education
DePauw University 2002 — 2006
BA, Economics
William Blair & Company 2011 - Present
William Blair and Company November 2006 - November 2011
Education
DePauw University 2002 — 2006
BA, Economics
Mark Selby's William Blair & Company Experience May 2013 - Present
Job Client Service Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2013 - Present
Hewitt EnnisKnupp January 2010 - April 2013
Ennis Knupp & Associates January 2009 - December 2009
Ennis Knupp & Associates November 2007 - December 2008
Skills
Investments, Asset Allocation, Investment Strategies, Valuation, Due Diligence, Equities, Investment Management
Education
Swiss Finance Academy 2007 — 2007
Investment Banking Training Program
Illinois State University 2003 — 2007
BS, Finance, Economics
William Blair & Company May 2013 - Present
Hewitt EnnisKnupp January 2010 - April 2013
Ennis Knupp & Associates January 2009 - December 2009
Ennis Knupp & Associates November 2007 - December 2008
Skills
Investments, Asset Allocation, Investment Strategies, Valuation, Due Diligence, Equities, Investment Management
Education
Swiss Finance Academy 2007 — 2007
Investment Banking Training Program
Illinois State University 2003 — 2007
BS, Finance, Economics
Kathie Chong's William Blair & Company Experience June 2011 - April 2012
Job Associate at Huron Consulting Group (Huron Healthcare)
Industry Financial Services
Experience
Huron Consulting Group April 2012 - Present
William Blair & Company June 2011 - April 2012
William Blair and Company June 2010 - August 2010
Boston Scientific April 2010 - May 2010
Abbott Laboratories May 2009 - August 2009
Merrill Lynch May 2008 - June 2008
Skills
Investment Banking, Corporate Finance, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2006 — 2011
Masters, Finance, Accounting
London School of Economics and Political Science 2008 — 2008
Finance
Huron Consulting Group April 2012 - Present
William Blair & Company June 2011 - April 2012
William Blair and Company June 2010 - August 2010
Boston Scientific April 2010 - May 2010
Abbott Laboratories May 2009 - August 2009
Merrill Lynch May 2008 - June 2008
Skills
Investment Banking, Corporate Finance, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2006 — 2011
Masters, Finance, Accounting
London School of Economics and Political Science 2008 — 2008
Finance
Bryan Shea Bryan Shea's William Blair & Company Experience August 2013 - Present
Job Investment Management International Consumer Team at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2013 - Present
William Blair & Company 2009 - August 2013
Madison Capital Funding 2007 - 2009
Lincoln International 2005 - 2007
Skills
Financial Modeling, Business Valuation, Financial Reporting, Bloomberg, Capital IQ, Valuation, Private Equity, LBO, Equities, Mergers, Industry Analysis, Investment Banking, Financial Analysis, Corporate Finance, Debt, Due Diligence, Sell Side, Research, Venture Capital, Investments, Capital Markets, Portfolio Management, Investment Management, Investment Properties, Leveraged Finance, DCF, Series 7
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Operations and Management, and Marketing
Indiana University - Kelley School of Business 2001 — 2005
Bachelors degree, Accounting and Finance
William Blair & Company August 2013 - Present
William Blair & Company 2009 - August 2013
Madison Capital Funding 2007 - 2009
Lincoln International 2005 - 2007
Skills
Financial Modeling, Business Valuation, Financial Reporting, Bloomberg, Capital IQ, Valuation, Private Equity, LBO, Equities, Mergers, Industry Analysis, Investment Banking, Financial Analysis, Corporate Finance, Debt, Due Diligence, Sell Side, Research, Venture Capital, Investments, Capital Markets, Portfolio Management, Investment Management, Investment Properties, Leveraged Finance, DCF, Series 7
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Operations and Management, and Marketing
Indiana University - Kelley School of Business 2001 — 2005
Bachelors degree, Accounting and Finance
Franco Turrinelli Franco Turrinelli's William Blair & Company Experience July 1996 - January 2010
Job Strategy and Operations Executive; Extensive IPO, Capital Markets and M&A Experience; Public and Growth Companies
Industry Information Technology and Services
Experience
Supply Vision, Inc. February 2014 - Present
Hyde Park Angels January 2010 - Present
Textura Corporation October 2013 - May 2015
Textura Corporation January 2010 - May 2015
William Blair & Company July 1996 - January 2010
Accenture July 1988 - July 1994
Skills
Forecasting, Mergers, Financial Modeling, Valuation, Equity Research, Financial Analysis, Due Diligence, Microsoft Office, Equities, Budgeting, Business Strategy, Strategic Planning, Research, Analytics, Entrepreneurship, Excel, New Business Development, Business Analysis, PowerPoint, Word, Strategy Development, Analysis, Competitive Analysis, Mergers & Acquisitions, Strategy, Start-ups, Executive Management, Corporate Development, Microsoft Excel, Budgets, SaaS, Management, Capital Markets, IPO, Business Development, Leadership
Education
University of Chicago GSB 1994 — 1996
MBA, Accounting and Business/Management
Imperial College London 1982 — 1986
Master of Engineering (MEng), Chemical Engineering
Supply Vision, Inc. February 2014 - Present
Hyde Park Angels January 2010 - Present
Textura Corporation October 2013 - May 2015
Textura Corporation January 2010 - May 2015
William Blair & Company July 1996 - January 2010
Accenture July 1988 - July 1994
Skills
Forecasting, Mergers, Financial Modeling, Valuation, Equity Research, Financial Analysis, Due Diligence, Microsoft Office, Equities, Budgeting, Business Strategy, Strategic Planning, Research, Analytics, Entrepreneurship, Excel, New Business Development, Business Analysis, PowerPoint, Word, Strategy Development, Analysis, Competitive Analysis, Mergers & Acquisitions, Strategy, Start-ups, Executive Management, Corporate Development, Microsoft Excel, Budgets, SaaS, Management, Capital Markets, IPO, Business Development, Leadership
Education
University of Chicago GSB 1994 — 1996
MBA, Accounting and Business/Management
Imperial College London 1982 — 1986
Master of Engineering (MEng), Chemical Engineering
Philip O' Brien, AIF®, CRPS® Philip O' Brien, AIF®, CRPS®'s William Blair & Company Experience January 2013 - Present
Job Regional Sales Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2013 - Present
William Blair & Company July 2011 - December 2012
William Blair and Company July 2009 - July 2011
William Blair and Company June 2007 - August 2009
Morningstar September 2006 - May 2007
The Ayco Company, L.P., a Goldman Sachs Company May 2005 - August 2006
Wachovia, A Wells Fargo Company January 2000 - February 2002
Deutsche Asset Management - Kemper Funds September 1997 - December 1999
Skills
Sales & Marketing..., Mutual Funds, Alternative Investments, Separately Managed..., Retirement Planning, Sales, Product Management, Series 7, Series 63, Asset Allocation, Series 6, Investments, ETFs, Investment Advisory, Wealth Management, Asset Managment, Uniform Combined State..., Fixed Annuities, 401k, Investment Management, Retirement, DCIO, Asset Management, Series 24
Education
Indiana University Bloomington 2003 — 2004
MA
University College Dublin 1993 — 1996
MA. LIT
William Blair & Company January 2013 - Present
William Blair & Company July 2011 - December 2012
William Blair and Company July 2009 - July 2011
William Blair and Company June 2007 - August 2009
Morningstar September 2006 - May 2007
The Ayco Company, L.P., a Goldman Sachs Company May 2005 - August 2006
Wachovia, A Wells Fargo Company January 2000 - February 2002
Deutsche Asset Management - Kemper Funds September 1997 - December 1999
Skills
Sales & Marketing..., Mutual Funds, Alternative Investments, Separately Managed..., Retirement Planning, Sales, Product Management, Series 7, Series 63, Asset Allocation, Series 6, Investments, ETFs, Investment Advisory, Wealth Management, Asset Managment, Uniform Combined State..., Fixed Annuities, 401k, Investment Management, Retirement, DCIO, Asset Management, Series 24
Education
Indiana University Bloomington 2003 — 2004
MA
University College Dublin 1993 — 1996
MA. LIT
James Suprenant James Suprenant's William Blair & Company Experience February 2015 - Present
Job Managing Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2015 - Present
William Blair & Company February 2013 - February 2015
William Blair & Company June 2011 - February 2013
Oppenheimer & Co. January 2008 - May 2011
CIBC World Markets February 2006 - January 2008
Lehman Brothers January 2005 - February 2006
FBR February 2000 - January 2005
Skills
Series 7, Equities, Series 63, Alternative Investments, Investments, Capital Markets, Investment Banking, Valuation, Financial Modeling, Securities, Portfolio Management, Equity Research, IPO, M&A experience, LBO, Private Equity, Corporate Finance, Due Diligence, Strategic Alliances, Venture Capital, Bloomberg
Education
Georgetown University 1997 — 1999
Bachelor of Science (B.S.), Finance, General
University of Maryland - Robert H. Smith School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
William Blair & Company February 2015 - Present
William Blair & Company February 2013 - February 2015
William Blair & Company June 2011 - February 2013
Oppenheimer & Co. January 2008 - May 2011
CIBC World Markets February 2006 - January 2008
Lehman Brothers January 2005 - February 2006
FBR February 2000 - January 2005
Skills
Series 7, Equities, Series 63, Alternative Investments, Investments, Capital Markets, Investment Banking, Valuation, Financial Modeling, Securities, Portfolio Management, Equity Research, IPO, M&A experience, LBO, Private Equity, Corporate Finance, Due Diligence, Strategic Alliances, Venture Capital, Bloomberg
Education
Georgetown University 1997 — 1999
Bachelor of Science (B.S.), Finance, General
University of Maryland - Robert H. Smith School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
Jeff McCaffrey, CFA, CPA Jeff McCaffrey, CFA, CPA's William Blair & Company Experience November 2004 - August 2011
Job Trader
Industry Financial Services
Experience
DRW Trading Group March 2012 - Present
William Blair & Company November 2004 - August 2011
Skills
Economics, Research, Industry Analysis, Equity Research, Financial Analysis, Equities, Asset Management, Investments, Bloomberg, Emerging Markets, Series 7, Accounting
Education
Northwestern University 2007 — 2009
Master of Business Administration (MBA), Finance & Strategy
Indiana University Bloomington 1995 — 1999
Bachelor's degree, Accounting and Finance
DRW Trading Group March 2012 - Present
William Blair & Company November 2004 - August 2011
Skills
Economics, Research, Industry Analysis, Equity Research, Financial Analysis, Equities, Asset Management, Investments, Bloomberg, Emerging Markets, Series 7, Accounting
Education
Northwestern University 2007 — 2009
Master of Business Administration (MBA), Finance & Strategy
Indiana University Bloomington 1995 — 1999
Bachelor's degree, Accounting and Finance
Clara Houin's William Blair & Company Experience June 2010 - August 2010
Job Mergers & Acquisitions Analyst at ChanceLight™ Behavioral Health & Education (formerly Educational Services of America)
Industry Hospital & Health Care
Experience
ChanceLight™ Behavioral Health & Education (formerly Educational Services of America or ESA) June 2015 - Present
e+CancerCare August 2014 - May 2015
Avondale Partners June 2012 - August 2014
4086 Advisors May 2011 - June 2012
Indiana University August 2007 - May 2011
William Blair & Company June 2010 - August 2010
Indiana University India Studies Department May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research, Microsoft Excel, Investments, Equities, Financial Analysis, Hospitals, Healthcare, Home Health Agencies, Physician Practice..., Emergency Transport, Privatization, Corrections, Skilled Nursing..., Commercial Real Estate..., Series 7, Series 63, Series 86, Series 87, Analysis, Due Diligence, Finance, Leadership, Portfolio Management, Corporate Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
ChanceLight™ Behavioral Health & Education (formerly Educational Services of America or ESA) June 2015 - Present
e+CancerCare August 2014 - May 2015
Avondale Partners June 2012 - August 2014
4086 Advisors May 2011 - June 2012
Indiana University August 2007 - May 2011
William Blair & Company June 2010 - August 2010
Indiana University India Studies Department May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research, Microsoft Excel, Investments, Equities, Financial Analysis, Hospitals, Healthcare, Home Health Agencies, Physician Practice..., Emergency Transport, Privatization, Corrections, Skilled Nursing..., Commercial Real Estate..., Series 7, Series 63, Series 86, Series 87, Analysis, Due Diligence, Finance, Leadership, Portfolio Management, Corporate Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
James Keenan Fix James Keenan Fix's William Blair & Company Experience June 2015 - Present
Job Intern in Operations at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2015 - Present
William Blair & Company June 2014 - Present
Pritzker Military Museum & Library June 2012 - August 2012
Skills
Leadership, Marketing, Social Media, Windows, Networking, Social Entrepreneurship, Interdisciplinary..., Finance, Financial Analysis, History, Higher Education, Microsoft Excel, Microsoft Office, PowerPoint, Photoshop, YouTube, Teaching
Education
Hobart and William Smith Colleges 2013 — 2017
Bachelor’s Degree, American Studies
Brewster Academy, Wolfeboro, New Hampshire 2009 — 2013
High School
William Blair & Company June 2015 - Present
William Blair & Company June 2014 - Present
Pritzker Military Museum & Library June 2012 - August 2012
Skills
Leadership, Marketing, Social Media, Windows, Networking, Social Entrepreneurship, Interdisciplinary..., Finance, Financial Analysis, History, Higher Education, Microsoft Excel, Microsoft Office, PowerPoint, Photoshop, YouTube, Teaching
Education
Hobart and William Smith Colleges 2013 — 2017
Bachelor’s Degree, American Studies
Brewster Academy, Wolfeboro, New Hampshire 2009 — 2013
High School
Bryan Brooks's William Blair & Company Experience March 2006 - June 2009
Job Regional Director at Geneva Advisors, LLC
Industry Investment Management
Experience
Geneva Advisors LLC April 2010 - Present
William Blair & Company March 2006 - June 2009
Aon February 2002 - April 2006
GE 2000 - 2002
Robert Bosch 1997 - 2001
Skills
Mutual Funds, Fixed Income, Equities, Asset Management, Real Estate Investment, Alternative Investments, Portfolio Management, Institutional, Funding, Asset Managment, Investment Management, Series 7, Investments, Asset Allocation, Risk Management, Series 63, Investment Properties, Management, Wealth Management
Education
Keller Graduate School of Management 2000 — 2003
MBA, Finance
Illinois State University 1989 — 1993
BS, Sales & Marketing
Geneva Advisors LLC April 2010 - Present
William Blair & Company March 2006 - June 2009
Aon February 2002 - April 2006
GE 2000 - 2002
Robert Bosch 1997 - 2001
Skills
Mutual Funds, Fixed Income, Equities, Asset Management, Real Estate Investment, Alternative Investments, Portfolio Management, Institutional, Funding, Asset Managment, Investment Management, Series 7, Investments, Asset Allocation, Risk Management, Series 63, Investment Properties, Management, Wealth Management
Education
Keller Graduate School of Management 2000 — 2003
MBA, Finance
Illinois State University 1989 — 1993
BS, Sales & Marketing
Brian Drab's William Blair & Company Experience June 2006 - Present
Job
Industry Investment Banking
Experience
William Blair & Company June 2006 - Present
Education
Harvard Business School
MBA
Washington University in St. Louis
BSME, Mechanical Engineering
William Blair & Company June 2006 - Present
Education
Harvard Business School
MBA
Washington University in St. Louis
BSME, Mechanical Engineering
Cas Schneller's William Blair & Company Experience 2000 - 2002
Job Managing Director at Friedman, Fleischer & Lowe
Industry Venture Capital & Private Equity
Experience
Friedman, Fleischer & Lowe September 2006 - Present
GTCR Golder Rauner August 2002 - June 2004
William Blair & Company 2000 - 2002
Skills
Private Equity, Venture Capital, Valuation, Investment Banking, Financial Modeling, Investments, Mergers, Due Diligence, Business Strategy, Portfolio Management
Education
Harvard Business School 2004 — 2006
MBA
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA, Finance
Friedman, Fleischer & Lowe September 2006 - Present
GTCR Golder Rauner August 2002 - June 2004
William Blair & Company 2000 - 2002
Skills
Private Equity, Venture Capital, Valuation, Investment Banking, Financial Modeling, Investments, Mergers, Due Diligence, Business Strategy, Portfolio Management
Education
Harvard Business School 2004 — 2006
MBA
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA, Finance
Chaitra Padsalgi's William Blair & Company Experience March 2015 - Present
Job William Blair & Co.
Industry Investment Management
Experience
William Blair & Company March 2015 - Present
Peak6 Investments, L.P. A financial investment institution July 2008 - November 2014
MorningStar December 2007 - May 2008
Skills
Software Development, C#, SQL, SDLC, SSRS, ETL, SSIS, Trading, Options, Equities, Equity Derivatives, Back Office, Compliance, Programming, Reporting Systems, Financial Markets, Front Office, Trading Systems, Microsoft Office, Mentoring Of Staff, Requirements Analysis
Education
Illinois Institute of Technology 2007 — 2008
Master of Science, Computer Science, 4.0 / 4.0 GPA
Shivaji University, Walchand Institute of Technology, 2001 — 2005
Bachelor of Engineering, Information Technology, B.E. with Distinction
William Blair & Company March 2015 - Present
Peak6 Investments, L.P. A financial investment institution July 2008 - November 2014
MorningStar December 2007 - May 2008
Skills
Software Development, C#, SQL, SDLC, SSRS, ETL, SSIS, Trading, Options, Equities, Equity Derivatives, Back Office, Compliance, Programming, Reporting Systems, Financial Markets, Front Office, Trading Systems, Microsoft Office, Mentoring Of Staff, Requirements Analysis
Education
Illinois Institute of Technology 2007 — 2008
Master of Science, Computer Science, 4.0 / 4.0 GPA
Shivaji University, Walchand Institute of Technology, 2001 — 2005
Bachelor of Engineering, Information Technology, B.E. with Distinction
Walter Prest's William Blair & Company Experience January 2014 - Present
Job Vice President at William Blair & C.
Industry Financial Services
Experience
William Blair & Company January 2014 - Present
William Blair & C. February 2004 - Present
WILLIAM BLAIR & CO. LLC January 2004 - Present
Skills
Financial Analysis, Investment Banking, Financial Modeling, Bloomberg, Equities, Capital Markets, Valuation, Investments, Pricing, Equity Research, Series 7, Corporate Finance, Business Strategy, Hedge Funds, Forecasting, Private Equity, Alternative Investments, Portfolio Management, Securities, Equity Capital Markets
Education
Roosevelt University 2012 — 2014
Elmhurst College 1996 — 1999
Bachelor of Science (BS)
Elmhurst College 1995 — 1999
Bachelor of Science
William Blair & Company January 2014 - Present
William Blair & C. February 2004 - Present
WILLIAM BLAIR & CO. LLC January 2004 - Present
Skills
Financial Analysis, Investment Banking, Financial Modeling, Bloomberg, Equities, Capital Markets, Valuation, Investments, Pricing, Equity Research, Series 7, Corporate Finance, Business Strategy, Hedge Funds, Forecasting, Private Equity, Alternative Investments, Portfolio Management, Securities, Equity Capital Markets
Education
Roosevelt University 2012 — 2014
Elmhurst College 1996 — 1999
Bachelor of Science (BS)
Elmhurst College 1995 — 1999
Bachelor of Science
Julie Conner, CFA's William Blair & Company Experience June 2012 - Present
Job Equities Operations Manager
Industry Financial Services
Experience
William Blair & Company June 2012 - Present
William Blair & Company December 2005 - June 2012
William Blair & Company August 2001 - December 2005
Skills
Equities, Financial Modeling, Financial Analysis, Investments, Talent Acquisition, Talent Management, Recruiting, Performance Management
Education
Eastern Illinois University 1998 — 2000
Bachelors, Finance
William Blair & Company June 2012 - Present
William Blair & Company December 2005 - June 2012
William Blair & Company August 2001 - December 2005
Skills
Equities, Financial Modeling, Financial Analysis, Investments, Talent Acquisition, Talent Management, Recruiting, Performance Management
Education
Eastern Illinois University 1998 — 2000
Bachelors, Finance
James J. O'Connor's William Blair & Company Experience November 2014 - Present
Job Global Head of Venture Capital and Managing Director of William Blair and Company; CoFounder and Chairman of 1871
Industry Venture Capital & Private Equity
Experience
William Blair & Company November 2014 - Present
1871 January 2013 - Present
Chicagoland Entrepreneurial Center January 2003 - Present
Pat Tillman Foundation July 2015 - July 2015
MATTER April 2015 - April 2015
MVC PE Fund October 2014 - April 2015
Callpod, Inc. - Keeper June 2014 - March 2015
Plymouth Rock Energy November 2011 - March 2015
Ohio Medical Corporation January 2008 - March 2015
Sportvision January 2007 - March 2015
Skills
Strategy, Venture Capital, Mobile Devices, Investments, Leadership, Management, Enterprise Software, E-commerce, Finance, Portfolio Management, Hedge Funds, Financial Services, Team Building, Start-ups, Corporate Development, Product Management, Organizational..., Strategic Partnerships, Cross-functional Team..., Entrepreneurship, Mergers, Vendor Management, Team Leadership, Program Management, Business Strategy, Go-to-market Strategy, Product Marketing, Product Development, Strategic Planning, Due Diligence, Corporate Venture..., Private Equity, Executive Management, Business Development, Financial Analysis, Competitive Analysis, Angel Investing, Mergers
Education
Aspen Institute 2003 — 2007
Henry Crown Fellowship - Infin8
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Management
Georgetown University Law Center 1991 — 1994
JD, Corporate and International Law
The London School of Economics and Political Science (LSE) 1992 — 1992
Certificate of Distinction, Summer Course in English Law
Georgetown University 1985 — 1989
BA, English, Government
Loyola Academy 1981 — 1985
High School
William Blair & Company November 2014 - Present
1871 January 2013 - Present
Chicagoland Entrepreneurial Center January 2003 - Present
Pat Tillman Foundation July 2015 - July 2015
MATTER April 2015 - April 2015
MVC PE Fund October 2014 - April 2015
Callpod, Inc. - Keeper June 2014 - March 2015
Plymouth Rock Energy November 2011 - March 2015
Ohio Medical Corporation January 2008 - March 2015
Sportvision January 2007 - March 2015
Skills
Strategy, Venture Capital, Mobile Devices, Investments, Leadership, Management, Enterprise Software, E-commerce, Finance, Portfolio Management, Hedge Funds, Financial Services, Team Building, Start-ups, Corporate Development, Product Management, Organizational..., Strategic Partnerships, Cross-functional Team..., Entrepreneurship, Mergers, Vendor Management, Team Leadership, Program Management, Business Strategy, Go-to-market Strategy, Product Marketing, Product Development, Strategic Planning, Due Diligence, Corporate Venture..., Private Equity, Executive Management, Business Development, Financial Analysis, Competitive Analysis, Angel Investing, Mergers
Education
Aspen Institute 2003 — 2007
Henry Crown Fellowship - Infin8
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Management
Georgetown University Law Center 1991 — 1994
JD, Corporate and International Law
The London School of Economics and Political Science (LSE) 1992 — 1992
Certificate of Distinction, Summer Course in English Law
Georgetown University 1985 — 1989
BA, English, Government
Loyola Academy 1981 — 1985
High School
Robert M. Goldman, CFA's William Blair & Company Experience 1987 - 1988
Job Middle School Advanced Math Teacher at St. Paul School
Industry Education Management
Experience
St. Paul School 2015 - Present
Scholar Academies 2014 - 2015
U.S.-Based Investment Firms 2002 - 2014
Credit Agricole 2000 - 2002
BNP Paribas 1998 - 2000
Citi 1993 - 1998
Morgan Stanley 1988 - 1993
William Blair & Company 1987 - 1988
Baxter International Inc. 1984 - 1987
Skills
Investment Banking, Equities, Emerging Markets, Capital Markets, Private Equity, Hedge Funds, Equity Research, Valuation, Asset Managment, Investments, Financial Modeling, Mergers, Portfolio Management, Series 7, Securities, Venture Capital, Trading, Financial Analysis, Due Diligence, Bloomberg, Fixed Income
Education
Harvard Business School
MBA
Rensselaer Polytechnic Institute
BS, Chemical Engineering
St. Paul School 2015 - Present
Scholar Academies 2014 - 2015
U.S.-Based Investment Firms 2002 - 2014
Credit Agricole 2000 - 2002
BNP Paribas 1998 - 2000
Citi 1993 - 1998
Morgan Stanley 1988 - 1993
William Blair & Company 1987 - 1988
Baxter International Inc. 1984 - 1987
Skills
Investment Banking, Equities, Emerging Markets, Capital Markets, Private Equity, Hedge Funds, Equity Research, Valuation, Asset Managment, Investments, Financial Modeling, Mergers, Portfolio Management, Series 7, Securities, Venture Capital, Trading, Financial Analysis, Due Diligence, Bloomberg, Fixed Income
Education
Harvard Business School
MBA
Rensselaer Polytechnic Institute
BS, Chemical Engineering
Daniel Connolly's William Blair & Company Experience August 1999 - Present
Job Managing Director & Partner, William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 1999 - Present
Merrill Lynch & Company January 1995 - December 1997
Kidder Peabody & Co. June 1994 - December 1994
Skills
Private Equity, Investment Banking, Equities, Valuation, Venture Capital, LBO, Financial Modeling, Investments, Hedge Funds, Capital Markets, Mergers, Alternative Investments
Education
Harvard Business School 1997 — 1999
MBA, 1999
University of Notre Dame 1990 — 1994
BBA, Finance/Government
Creighton Prep 1986 — 1990
William Blair & Company August 1999 - Present
Merrill Lynch & Company January 1995 - December 1997
Kidder Peabody & Co. June 1994 - December 1994
Skills
Private Equity, Investment Banking, Equities, Valuation, Venture Capital, LBO, Financial Modeling, Investments, Hedge Funds, Capital Markets, Mergers, Alternative Investments
Education
Harvard Business School 1997 — 1999
MBA, 1999
University of Notre Dame 1990 — 1994
BBA, Finance/Government
Creighton Prep 1986 — 1990
Bob Sheahan Jr's William Blair & Company Experience April 2015 - Present
Job William Blair
Industry Financial Services
Experience
William Blair & Company April 2015 - Present
Sterne Agee April 2010 - Present
Banc of America March 2004 - June 2005
Merrill Lynch July 2002 - March 2004
Merrill Lynch May 1999 - March 2004
Citigroup September 1997 - May 1999
Education
Georgetown University 1992 — 1996
Bachelor, International Relations
William Blair & Company April 2015 - Present
Sterne Agee April 2010 - Present
Banc of America March 2004 - June 2005
Merrill Lynch July 2002 - March 2004
Merrill Lynch May 1999 - March 2004
Citigroup September 1997 - May 1999
Education
Georgetown University 1992 — 1996
Bachelor, International Relations
Jeanette Scott's William Blair & Company Experience July 2005 - Present
Job Facilities Manger at William Blair & Company
Industry Banking
Experience
William Blair & Company July 2005 - Present
Marsh Inc. 1996 - 2005
Education
Quinlan School of Business, Loyola University Chicago 1999 — 2002
MBA, Accounting
Indiana University Bloomington 1990 — 1992
MS, Museum Management
Indiana University Bloomington 1984 — 1988
William Blair & Company July 2005 - Present
Marsh Inc. 1996 - 2005
Education
Quinlan School of Business, Loyola University Chicago 1999 — 2002
MBA, Accounting
Indiana University Bloomington 1990 — 1992
MS, Museum Management
Indiana University Bloomington 1984 — 1988
Jacquelyn Zasche's William Blair & Company Experience 2005 - 2007
Job Finance and Administration Manager at Federal Reserve Bank
Industry Banking
Experience
Federal Reserve Bank of Chicago November 2011 - Present
Stanley Black & Decker , Inc. May 2009 - November 2011
Headwaters MB 2007 - 2009
William Blair & Company 2005 - 2007
Skills
Financial Modeling, Analysis, Strategy, Corporate Finance, Internal Controls, Financial Analysis, Financial Reporting, Strategic Financial..., Budgets, Management, Accounting, Strategic Planning
Education
Northwestern University 2013 — 2015
Master of Public Administration (MPA), Public Policy
Emory University - Goizueta Business School 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Hong Kong University of Science and Technology - School of Business and Management 2004 — 2004
Study Abroad
Federal Reserve Bank of Chicago November 2011 - Present
Stanley Black & Decker , Inc. May 2009 - November 2011
Headwaters MB 2007 - 2009
William Blair & Company 2005 - 2007
Skills
Financial Modeling, Analysis, Strategy, Corporate Finance, Internal Controls, Financial Analysis, Financial Reporting, Strategic Financial..., Budgets, Management, Accounting, Strategic Planning
Education
Northwestern University 2013 — 2015
Master of Public Administration (MPA), Public Policy
Emory University - Goizueta Business School 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Hong Kong University of Science and Technology - School of Business and Management 2004 — 2004
Study Abroad
Geoffrey Wehling's William Blair & Company Experience 2012 - Present
Job Partner at William Blair & Company
Industry Real Estate
Experience
William Blair & Company 2012 - Present
William Blair & Company 2009 - 2011
William Blair & Company 2005 - 2008
William Blair & Company 2003 - 2004
Skills
Investment Banking, Capital Markets, Fixed Income, Leases, Real Estate
Education
Indiana University Bloomington 1998 — 2002
Finance, General
William Blair & Company 2012 - Present
William Blair & Company 2009 - 2011
William Blair & Company 2005 - 2008
William Blair & Company 2003 - 2004
Skills
Investment Banking, Capital Markets, Fixed Income, Leases, Real Estate
Education
Indiana University Bloomington 1998 — 2002
Finance, General
Teborek, Kevin's William Blair & Company Experience July 2003 - February 2005
Job Owner and Coach at CrossFit etown
Industry Financial Services
Experience
CrossFit e-town April 2012 - Present
Chicago Yacht Club August 2011 - December 2011
Robert Morris University, Chicago, IL February 2011 - July 2011
The Business Development Company August 2010 - January 2011
GE CAPITAL Healthcare Financial Services February 2007 - January 2010
Merrill Lynch Capital March 2005 - February 2007
WILLIAM BLAIR & COMPANY July 2003 - February 2005
Skills
Leveraged Finance, Credit, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Risk Management, Portfolio Management, Strategic Planning, Due Diligence, Healthcare, Analysis, Business Analysis, Research, Customer Relations, Business Strategy, Team Leadership, Team Building, Coaching, Data Analysis, Capital Markets
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Finance, Corp. Accounting, Computer Info. Systems
Hobart and William Smith Colleges 1996 — 2000
BA, Finance, French, Russian Studies
CrossFit e-town April 2012 - Present
Chicago Yacht Club August 2011 - December 2011
Robert Morris University, Chicago, IL February 2011 - July 2011
The Business Development Company August 2010 - January 2011
GE CAPITAL Healthcare Financial Services February 2007 - January 2010
Merrill Lynch Capital March 2005 - February 2007
WILLIAM BLAIR & COMPANY July 2003 - February 2005
Skills
Leveraged Finance, Credit, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Risk Management, Portfolio Management, Strategic Planning, Due Diligence, Healthcare, Analysis, Business Analysis, Research, Customer Relations, Business Strategy, Team Leadership, Team Building, Coaching, Data Analysis, Capital Markets
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Finance, Corp. Accounting, Computer Info. Systems
Hobart and William Smith Colleges 1996 — 2000
BA, Finance, French, Russian Studies
Paul Kniep's William Blair & Company Experience 2009 - Present
Job Sr. Performance Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company 2009 - Present
William Blair & Company 2005 - 2009
Education
DePauw University 1994 — 1998
William Blair & Company 2009 - Present
William Blair & Company 2005 - 2009
Education
DePauw University 1994 — 1998
Patrick Vihtelic's William Blair & Company Experience June 2011 - September 2012
Job Founder and CEO at Home Chef
Industry Internet
Experience
Home Chef June 2013 - Present
Web Developer January 2013 - May 2013
The Starter League September 2012 - December 2012
William Blair & Company June 2011 - September 2012
William Blair & Company August 2008 - June 2011
Motorola May 2007 - August 2007
Skills
Investment Banking, M&A experience, Equity Capital Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Due Diligence, Corporate Development, Mergers, Equities, Capital Markets, Investments, Venture Capital, Strategic Planning, IPO, Mergers & Acquisitions, Equity Research, Digital Strategy, Software Development, Start-ups, Finance, Entrepreneurship
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BS), Major in Finance; Minors in Economics and Spanish
Indiana University Bloomington 2004 — 2008
Universidad Andrés Bello (Chile, Summer 2006) 2006 — 2006
Study Abroad, Literature, History
Home Chef June 2013 - Present
Web Developer January 2013 - May 2013
The Starter League September 2012 - December 2012
William Blair & Company June 2011 - September 2012
William Blair & Company August 2008 - June 2011
Motorola May 2007 - August 2007
Skills
Investment Banking, M&A experience, Equity Capital Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Due Diligence, Corporate Development, Mergers, Equities, Capital Markets, Investments, Venture Capital, Strategic Planning, IPO, Mergers & Acquisitions, Equity Research, Digital Strategy, Software Development, Start-ups, Finance, Entrepreneurship
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BS), Major in Finance; Minors in Economics and Spanish
Indiana University Bloomington 2004 — 2008
Universidad Andrés Bello (Chile, Summer 2006) 2006 — 2006
Study Abroad, Literature, History
John Manley, CFA's William Blair & Company Experience May 2014 - Present
Job Senior Client Relationship Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2014 - Present
Meketa Investment Group January 2005 - April 2014
Kobren Insight Management 2001 - 2004
Brown Brothers Harriman 2000 - 2001
Skills
Alternative Investments, Fixed Income, Asset Management, Investments, Due Diligence, Private Equity, Valuation, Mutual Funds, Portfolio Management, Asset Allocation, Institutional..., Investment Management, Capital Markets, Investment Strategies, Hedge Funds
Education
Hamilton College 1996 — 2000
Bachelor of Arts (BA), Economics and Government
Noble and Greenough 1990 — 1995
William Blair & Company May 2014 - Present
Meketa Investment Group January 2005 - April 2014
Kobren Insight Management 2001 - 2004
Brown Brothers Harriman 2000 - 2001
Skills
Alternative Investments, Fixed Income, Asset Management, Investments, Due Diligence, Private Equity, Valuation, Mutual Funds, Portfolio Management, Asset Allocation, Institutional..., Investment Management, Capital Markets, Investment Strategies, Hedge Funds
Education
Hamilton College 1996 — 2000
Bachelor of Arts (BA), Economics and Government
Noble and Greenough 1990 — 1995
Brent Gledhill's William Blair & Company Experience November 2000 - March 2009
Job Global Head of Investment Banking at William Blair & Company
Industry Financial Services
Experience
William Blair & Company LLC March 2009 - Present
William Blair & Company November 2000 - March 2009
Broadband Sports January 2000 - November 2000
PricewaterhouseCoopers August 1991 - August 1995
Education
Harvard Business School 1995 — 1997
MBA, Business
Miami University 1987 — 1991
Bachelor of Science (B.S.), Business Adminstration (Accounting)
Galion 1983 — 1987
High School Diploma
William Blair & Company LLC March 2009 - Present
William Blair & Company November 2000 - March 2009
Broadband Sports January 2000 - November 2000
PricewaterhouseCoopers August 1991 - August 1995
Education
Harvard Business School 1995 — 1997
MBA, Business
Miami University 1987 — 1991
Bachelor of Science (B.S.), Business Adminstration (Accounting)
Galion 1983 — 1987
High School Diploma
Caitlin (Sullivan) Berg, M.A., OTR's William Blair & Company Experience September 2008 - August 2010
Job Happiness Champion
Industry Health, Wellness and Fitness
Experience
Ubiquity Retirement + Savings June 2014 - Present
Occupational Therapy Training Program (OTTP) September 2013 - November 2013
Applied Ergonomics March 2013 - March 2013
California Pacific Medical Center June 2012 - August 2012
William Blair & Company September 2008 - August 2010
BuzzLogic June 2008 - August 2008
William Blair and Company May 2004 - August 2007
Payson Casters, Inc. June 2006 - August 2006
Skills
Marketing, Fundraising, Healthcare, Research, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Customer Service, Leadership, Rehabilitation
Education
University of Southern California 2011 — 2013
Master of Arts (M.A.), Occupational Therapy
Gonzaga University 2006 — 2008
Bachelor of Arts (B.A.), Political Science
Santa Clara University 2004 — 2006
Ubiquity Retirement + Savings June 2014 - Present
Occupational Therapy Training Program (OTTP) September 2013 - November 2013
Applied Ergonomics March 2013 - March 2013
California Pacific Medical Center June 2012 - August 2012
William Blair & Company September 2008 - August 2010
BuzzLogic June 2008 - August 2008
William Blair and Company May 2004 - August 2007
Payson Casters, Inc. June 2006 - August 2006
Skills
Marketing, Fundraising, Healthcare, Research, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Customer Service, Leadership, Rehabilitation
Education
University of Southern California 2011 — 2013
Master of Arts (M.A.), Occupational Therapy
Gonzaga University 2006 — 2008
Bachelor of Arts (B.A.), Political Science
Santa Clara University 2004 — 2006
Joe McIntyre's William Blair & Company Experience April 2015 - Present
Job Investment Banking Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company April 2015 - Present
Brown Gibbons Lang & Company May 2014 - March 2015
Brown Gibbons Lang & Company October 2012 - May 2014
Stout Risius Ross April 2011 - September 2012
Wells Fargo & Company June 2009 - April 2011
Accenture May 2008 - July 2008
M&A Brokerage Group May 2007 - August 2007
Skills
Investment Banking, Mergers, Acquisitions, Financial Modeling, Capital Raising, Sell Side, Valuation, Business Valuation, Private Equity, Industry Analysis, Recapitalizations, Financial Analysis, Corporate Finance, Portfolio Management, Competitive Analysis, Bloomberg
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
William Blair & Company April 2015 - Present
Brown Gibbons Lang & Company May 2014 - March 2015
Brown Gibbons Lang & Company October 2012 - May 2014
Stout Risius Ross April 2011 - September 2012
Wells Fargo & Company June 2009 - April 2011
Accenture May 2008 - July 2008
M&A Brokerage Group May 2007 - August 2007
Skills
Investment Banking, Mergers, Acquisitions, Financial Modeling, Capital Raising, Sell Side, Valuation, Business Valuation, Private Equity, Industry Analysis, Recapitalizations, Financial Analysis, Corporate Finance, Portfolio Management, Competitive Analysis, Bloomberg
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Peter Lally's William Blair & Company Experience 1985 - 1988
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities December 1998 - Present
Smith Barney 1988 - 1998
William Blair & Company 1985 - 1988
Skills
Series 7, Sell Side, Series 63, Fixed Income, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Acc
John Cook School of Business at Saint Louis University
Bachelor of Science (BS), Accounting
Loyola Academy
JP Morgan Securities December 1998 - Present
Smith Barney 1988 - 1998
William Blair & Company 1985 - 1988
Skills
Series 7, Sell Side, Series 63, Fixed Income, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Acc
John Cook School of Business at Saint Louis University
Bachelor of Science (BS), Accounting
Loyola Academy
Laura Provenzale's William Blair & Company Experience January 2014 - Present
Job Managing Director Consumer & Retail Investment Banking at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company January 2014 - Present
Raymond James & Associates November 2007 - December 2013
WR Hambrecht + Co February 2004 - September 2007
Banc of America Securities April 1997 - April 2002
JP Morgan & Co July 1987 - April 1997
Skills
Mergers, Banking, Equities, Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Investments, Financial Modeling, Retail Banking, Accounting, Valuation, Capital Markets, Due Diligence, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, International Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
William Blair & Company January 2014 - Present
Raymond James & Associates November 2007 - December 2013
WR Hambrecht + Co February 2004 - September 2007
Banc of America Securities April 1997 - April 2002
JP Morgan & Co July 1987 - April 1997
Skills
Mergers, Banking, Equities, Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Investments, Financial Modeling, Retail Banking, Accounting, Valuation, Capital Markets, Due Diligence, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, International Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
Alan Schultz's William Blair & Company Experience 2002 - 2002
Job Vice President Enterprise Growth and Portfolio Strategy at TDS
Industry Telecommunications
Experience
TDS July 2013 - Present
Bain & Company August 2003 - July 2013
William Blair & Company 2002 - 2002
Foote, Cone & Belding 2000 - 2000
Education
Harvard Business School 2006 — 2008
MBA, Strategy and Economics
Northwestern University 1999 — 2003
Industrial Engineering & Management Sciences and Economics, Magna Cum Laude GPA 3.8/4.0
TDS July 2013 - Present
Bain & Company August 2003 - July 2013
William Blair & Company 2002 - 2002
Foote, Cone & Belding 2000 - 2000
Education
Harvard Business School 2006 — 2008
MBA, Strategy and Economics
Northwestern University 1999 — 2003
Industrial Engineering & Management Sciences and Economics, Magna Cum Laude GPA 3.8/4.0
Scott Van Gilder's William Blair & Company Experience July 2007 - November 2008
Job Business Systems Analyst/Designer at The Options Clearing Corporation
Industry Financial Services
Experience
The Options Clearing Corporation January 2011 - Present
Tarrant County March 2010 - February 2011
UBS Global Asset Management December 2008 - June 2009
William Blair & Company July 2007 - November 2008
Townsend Analytics November 2001 - March 2007
Trading Technologies June 2000 - October 2001
Piton Capital Management December 1999 - May 2000
The Burridge Group April 1997 - November 1999
Duff & Phelps December 1993 - April 1997
Merrill Lynch December 1992 - September 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, International Business
Indiana State University 1988 — 1992
BS, Finance
The Options Clearing Corporation January 2011 - Present
Tarrant County March 2010 - February 2011
UBS Global Asset Management December 2008 - June 2009
William Blair & Company July 2007 - November 2008
Townsend Analytics November 2001 - March 2007
Trading Technologies June 2000 - October 2001
Piton Capital Management December 1999 - May 2000
The Burridge Group April 1997 - November 1999
Duff & Phelps December 1993 - April 1997
Merrill Lynch December 1992 - September 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, International Business
Indiana State University 1988 — 1992
BS, Finance
Jonathan Fox, CFA's William Blair & Company Experience May 2014 - August 2014
Job Equity Research Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management May 2015 - Present
William Blair & Company May 2014 - August 2014
SunTrust Robinson Humphrey 2012 - 2013
SunTrust Robinson Humphrey 2007 - 2011
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Investment Finance
Duke University 2003 — 2007
BA, Public Policy Studies, Markets & Management
Wells Capital Management May 2015 - Present
William Blair & Company May 2014 - August 2014
SunTrust Robinson Humphrey 2012 - 2013
SunTrust Robinson Humphrey 2007 - 2011
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Investment Finance
Duke University 2003 — 2007
BA, Public Policy Studies, Markets & Management
Anil Daka, CFA's William Blair & Company Experience July 2011 - Present
Job Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company July 2011 - Present
Morningstar July 2008 - June 2011
JPMorgan Chase June 2007 - August 2007
Tata Motors July 2002 - June 2006
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equities, Competitive Analysis, Investments, Financial Statement..., Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Indian Institute of Technology, Roorkee 1998 — 2002
B Tech, Metallury and Material Science
William Blair & Company July 2011 - Present
Morningstar July 2008 - June 2011
JPMorgan Chase June 2007 - August 2007
Tata Motors July 2002 - June 2006
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equities, Competitive Analysis, Investments, Financial Statement..., Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Indian Institute of Technology, Roorkee 1998 — 2002
B Tech, Metallury and Material Science
Simon Mc Grotty's William Blair & Company Experience June 2015 - September 2015
Job MBA Candidate Class of 2016 The University of Chicago Booth School of Business
Industry Investment Management
Experience
William Blair & Company June 2015 - September 2015
Davy June 2009 - June 2014
Banca Mediolanum January 2009 - May 2009
Skills
Equities, Investments, Asset Management, Fixed Income, Trading, Equity Research, Wealth Management, Emerging Markets, Analysis, Data Analysis, Bloomberg, Capital Markets, Funding
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Dublin City University 2007 — 2008
M.Sc. Finance and Capital Markets, Finance
University College Dublin 2004 — 2007
Economics, Economics
William Blair & Company June 2015 - September 2015
Davy June 2009 - June 2014
Banca Mediolanum January 2009 - May 2009
Skills
Equities, Investments, Asset Management, Fixed Income, Trading, Equity Research, Wealth Management, Emerging Markets, Analysis, Data Analysis, Bloomberg, Capital Markets, Funding
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Dublin City University 2007 — 2008
M.Sc. Finance and Capital Markets, Finance
University College Dublin 2004 — 2007
Economics, Economics
Janet Hartmann's William Blair & Company Experience July 2013 - Present
Job Research Manager, Business Information Center at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company July 2013 - Present
William Blair & Company 2013 - Present
Special Libraries Association 2000 - 2008
Bank of America Corp. 1990 - 1997
Lyric Opera of Chicago 1989 - 1990
Skylight Opera Theater 1985 - 1989
Skills
Online Research, Business Information, Taxonomy, Factiva, Metadata, Research, Editing, Knowledge Management
Education
Dominican University
MLS, Library and Information Science
Northwestern University
BS, Theater
William Blair & Company July 2013 - Present
William Blair & Company 2013 - Present
Special Libraries Association 2000 - 2008
Bank of America Corp. 1990 - 1997
Lyric Opera of Chicago 1989 - 1990
Skylight Opera Theater 1985 - 1989
Skills
Online Research, Business Information, Taxonomy, Factiva, Metadata, Research, Editing, Knowledge Management
Education
Dominican University
MLS, Library and Information Science
Northwestern University
BS, Theater
Ken Meister, CFA's William Blair & Company Experience 2000 - 2002
Job Principal, President & COO at Evanston Capital Management, LLC
Industry Investment Management
Experience
Evanston Capital Management, LLC March 2002 - Present
William Blair & Company 2000 - 2002
Ameritech 1997 - 2000
Northern Trust Corporation 1992 - 1996
Skills
Portfolio Management, Hedge Funds, Investments
Education
Indiana University Bloomington
Bachelor of Science (BS)
Loyola University Chicago
Master of Business Administration (MBA)
Evanston Capital Management, LLC March 2002 - Present
William Blair & Company 2000 - 2002
Ameritech 1997 - 2000
Northern Trust Corporation 1992 - 1996
Skills
Portfolio Management, Hedge Funds, Investments
Education
Indiana University Bloomington
Bachelor of Science (BS)
Loyola University Chicago
Master of Business Administration (MBA)
Ben Lerman's William Blair & Company Experience 2011 - 2012
Job Public Policy & Government Relations at Google
Industry Public Policy
Experience
Google 2013 - Present
Romney for President 2012 - 2012
William Blair & Company 2011 - 2012
Education
Georgetown University 2005 — 2010
Bachelor of Arts (B.A.), History
Google 2013 - Present
Romney for President 2012 - 2012
William Blair & Company 2011 - 2012
Education
Georgetown University 2005 — 2010
Bachelor of Arts (B.A.), History
Sarah Curley's William Blair & Company Experience August 2015 - Present
Job Sr. Administrative Assistant at William Blair & Company
Industry Investment Management
Experience
William Blair & Company August 2015 - Present
LaSalle Investment Management January 2011 - March 2014
MOI Boutique, LLC September 2009 - January 2014
NY Staffing at Goldman, Sachs & Company April 2010 - September 2010
Ziegler April 2008 - March 2009
Ajilon Consulting at Akzo Nobel Coatings December 2007 - March 2008
Amylin Pharmaceuticals December 2006 - November 2007
CareSource Management Group April 2003 - September 2005
Oakwood City School District January 2000 - July 2002
Procter & Gamble October 1997 - October 1999
Skills
Process Improvement, Management, Budgets, Leadership, Analysis, Contract Negotiation, Financial Analysis, Procurement, Sales, Microsoft Excel, Customer Service, Event Planning, Negotiation, Manufacturing, Training, CRM, Sales Management, Salesforce.com, PowerPoint, Logistics, Strategic Planning, Microsoft Word
Education
Indiana Wesleyan University 2007 — 2009
Bachelor's Degree, Business Administration
Illinois Wesleyan University 1977 — 1979
Bachelors of Science, Nursing
Keokuk Senior High School 1973 — 1977
Valedictorian, Regular/General High School/Secondary Diploma Program
William Blair & Company August 2015 - Present
LaSalle Investment Management January 2011 - March 2014
MOI Boutique, LLC September 2009 - January 2014
NY Staffing at Goldman, Sachs & Company April 2010 - September 2010
Ziegler April 2008 - March 2009
Ajilon Consulting at Akzo Nobel Coatings December 2007 - March 2008
Amylin Pharmaceuticals December 2006 - November 2007
CareSource Management Group April 2003 - September 2005
Oakwood City School District January 2000 - July 2002
Procter & Gamble October 1997 - October 1999
Skills
Process Improvement, Management, Budgets, Leadership, Analysis, Contract Negotiation, Financial Analysis, Procurement, Sales, Microsoft Excel, Customer Service, Event Planning, Negotiation, Manufacturing, Training, CRM, Sales Management, Salesforce.com, PowerPoint, Logistics, Strategic Planning, Microsoft Word
Education
Indiana Wesleyan University 2007 — 2009
Bachelor's Degree, Business Administration
Illinois Wesleyan University 1977 — 1979
Bachelors of Science, Nursing
Keokuk Senior High School 1973 — 1977
Valedictorian, Regular/General High School/Secondary Diploma Program
William Gatch's William Blair & Company Experience September 2014 - Present
Job Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2014 - Present
Accenture April 2014 - September 2014
Accenture December 2013 - April 2014
Accenture Federal March 2012 - November 2013
OCC May 2010 - March 2012
OCC June 2009 - May 2010
Esmark Steel Group October 2008 - June 2009
Skills
Derivatives, Credit Derivatives, Bloomberg, Options, Trading Systems, Trading, Capital Markets, Structured Products, Financial Markets, Securities, Financial Risk, Equities, Risk Management, Financial Modeling, Credit Analysis, Financial Analysis, Asset Managment, Internal Controls, Banking, Sarbanes-Oxley Act, Accounting, Equity Derivatives, Due Diligence, Financial Services, Finance, Investments, Analysis, Asset Management, Settlement, Valuation, Management Consulting
Education
Elmhurst College 2014 — 2015
Master of Business Administration (MBA)
Elmhurst College 2005 — 2011
Master of Professional Accountancy, Accounting and Finance
William Blair & Company September 2014 - Present
Accenture April 2014 - September 2014
Accenture December 2013 - April 2014
Accenture Federal March 2012 - November 2013
OCC May 2010 - March 2012
OCC June 2009 - May 2010
Esmark Steel Group October 2008 - June 2009
Skills
Derivatives, Credit Derivatives, Bloomberg, Options, Trading Systems, Trading, Capital Markets, Structured Products, Financial Markets, Securities, Financial Risk, Equities, Risk Management, Financial Modeling, Credit Analysis, Financial Analysis, Asset Managment, Internal Controls, Banking, Sarbanes-Oxley Act, Accounting, Equity Derivatives, Due Diligence, Financial Services, Finance, Investments, Analysis, Asset Management, Settlement, Valuation, Management Consulting
Education
Elmhurst College 2014 — 2015
Master of Business Administration (MBA)
Elmhurst College 2005 — 2011
Master of Professional Accountancy, Accounting and Finance
Lucy Rudyka's William Blair & Company Experience July 2000 - November 2008
Job IT Trainer at McDermott Will & Emery
Industry Law Practice
Experience
McDermott Will & Emery August 2013 - Present
Vedder Price, P.C. February 2012 - August 2013
Bryan Cave July 2009 - February 2012
William Blair & Company July 2000 - November 2008
Arthur Andersen Business Consulting September 1995 - July 2000
Skills
Active Directory, Software Documentation, Document Management, Hands-on Training, Windows 7, SharePoint, Microsoft Excel, Leadership, Project Management, Microsoft Office, Management, Customer Service, Training, Outlook, Visio
Education
University of Michigan-Dearborn
Bachelor's degree, Psychology & Sociology
Evangel College
McDermott Will & Emery August 2013 - Present
Vedder Price, P.C. February 2012 - August 2013
Bryan Cave July 2009 - February 2012
William Blair & Company July 2000 - November 2008
Arthur Andersen Business Consulting September 1995 - July 2000
Skills
Active Directory, Software Documentation, Document Management, Hands-on Training, Windows 7, SharePoint, Microsoft Excel, Leadership, Project Management, Microsoft Office, Management, Customer Service, Training, Outlook, Visio
Education
University of Michigan-Dearborn
Bachelor's degree, Psychology & Sociology
Evangel College
Derrick Roth's William Blair & Company Experience May 2015 - Present
Job Managing Director at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2015 - Present
GCA Savvian July 2013 - May 2015
Morgan Stanley July 2000 - April 2013
Atlantic Gulf Communities 1994 - 1998
Skills
Private Equity, Corporate Finance, Finance, Mergers, M
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
University of Florida 1990 — 1994
William Blair & Company May 2015 - Present
GCA Savvian July 2013 - May 2015
Morgan Stanley July 2000 - April 2013
Atlantic Gulf Communities 1994 - 1998
Skills
Private Equity, Corporate Finance, Finance, Mergers, M
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
University of Florida 1990 — 1994
Eason Hahm's William Blair & Company Experience July 2015 - Present
Job Associate, Healthcare Investment Banking at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company July 2015 - Present
William Blair & Company June 2012 - June 2015
Morgan Keegan June 2011 - August 2011
Decision Resources January 2011 - January 2011
Samyang Corporation June 2010 - August 2010
Education
Harvard University 2008 — 2012
BA, Biomedical Engineering, East Asian Studies
Spring Valley High School
William Blair & Company July 2015 - Present
William Blair & Company June 2012 - June 2015
Morgan Keegan June 2011 - August 2011
Decision Resources January 2011 - January 2011
Samyang Corporation June 2010 - August 2010
Education
Harvard University 2008 — 2012
BA, Biomedical Engineering, East Asian Studies
Spring Valley High School
Amy Smith Hykes's William Blair & Company Experience 1999 - 2001
Job Consultant
Industry Information Technology and Services
David Grumhaus's William Blair & Company Experience 1994 - 1999
Job SVP/Portfolio Manager at Duff & Phelps
Industry Investment Management
Experience
Duff & Phelps Investment Management Co. February 2014 - Present
Copia Capital 2003 - 2012
Goldman Sachs July 1999 - September 2002
William Blair & Company 1994 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Equity Research, Portfolio Management, Asset Management, Private Equity, Fixed Income, Valuation, Capital Markets, Investments, Financial Modeling
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Princeton University 1984 — 1988
Bachelor of Arts (B.A.), History
Duff & Phelps Investment Management Co. February 2014 - Present
Copia Capital 2003 - 2012
Goldman Sachs July 1999 - September 2002
William Blair & Company 1994 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Equity Research, Portfolio Management, Asset Management, Private Equity, Fixed Income, Valuation, Capital Markets, Investments, Financial Modeling
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Princeton University 1984 — 1988
Bachelor of Arts (B.A.), History
Eva Frazier's William Blair & Company Experience June 1996 - February 2001
Job Office Manager and Administrator
Industry Construction
Experience
Regional Mechanical Services, Inc February 2001 - July 2012
William Blair & Company June 1996 - February 2001
William Blair & Company July 1994 - June 1996
Sanwa Bank September 1990 - July 1994
Education
Greenville Technical College
Associate's Degree
Winthrop University
Regional Mechanical Services, Inc February 2001 - July 2012
William Blair & Company June 1996 - February 2001
William Blair & Company July 1994 - June 1996
Sanwa Bank September 1990 - July 1994
Education
Greenville Technical College
Associate's Degree
Winthrop University
Ryan Jefferson, CPA's William Blair & Company Experience September 2013 - Present
Job Business and Finance Manager
Industry Investment Management
Experience
William Blair & Company September 2013 - Present
Skills
CPA, Series 27
Education
Drake University 2004 — 2005
Master's degree, Accounting
Drake University 2000 — 2004
Bachelor's degree, Accounting
William Blair & Company September 2013 - Present
Skills
CPA, Series 27
Education
Drake University 2004 — 2005
Master's degree, Accounting
Drake University 2000 — 2004
Bachelor's degree, Accounting
William Santiago's William Blair & Company Experience June 2001 - June 2004
Job Master Data Analyst at Dufry
Industry Retail
Experience
Dufry July 2013 - Present
Claro August 2011 - July 2012
IKON Group August 2010 - December 2010
Medical Card System Inc. February 2009 - July 2010
Department of the Treasury Puerto Rico February 2008 - June 2008
William Blair & Company June 2001 - June 2004
Skills
Retail, Merchandising, Inventory Management, Forecasting, Supply Chain, Demand Planning, Inventory Control, Supply Chain Management, Microsoft Excel, Purchasing, Customer Service, Pricing, Business Process, Visual Merchandising, Microsoft Office, Assortment, Public Speaking, Leadership
Education
University of Phoenix 2011 — 2012
Business Administration and Management, General
EDP College of Puerto Rico Inc-San Juan 2007 — 2009
Computer Programming, Specific Applications
Culver Academies 2000 — 2004
High School Diploma
Dufry July 2013 - Present
Claro August 2011 - July 2012
IKON Group August 2010 - December 2010
Medical Card System Inc. February 2009 - July 2010
Department of the Treasury Puerto Rico February 2008 - June 2008
William Blair & Company June 2001 - June 2004
Skills
Retail, Merchandising, Inventory Management, Forecasting, Supply Chain, Demand Planning, Inventory Control, Supply Chain Management, Microsoft Excel, Purchasing, Customer Service, Pricing, Business Process, Visual Merchandising, Microsoft Office, Assortment, Public Speaking, Leadership
Education
University of Phoenix 2011 — 2012
Business Administration and Management, General
EDP College of Puerto Rico Inc-San Juan 2007 — 2009
Computer Programming, Specific Applications
Culver Academies 2000 — 2004
High School Diploma
Jim Palmich's William Blair & Company Experience May 1997 - Present
Job Institutional equity sales trader at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 1997 - Present
Skills
Trading, Equity Trading, Equities, Series 7, Series 63, Hedge Funds, Securities, Investments
Education
University of Minnesota - Carlson School of Management 1992 — 1994
Master of Business Administration (MBA), Finance, General
New York University - Leonard N. Stern School of Business 1990 — 1991
Finance, General
Georgetown University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General, 3.72, Magna Cum Laude
William Blair & Company May 1997 - Present
Skills
Trading, Equity Trading, Equities, Series 7, Series 63, Hedge Funds, Securities, Investments
Education
University of Minnesota - Carlson School of Management 1992 — 1994
Master of Business Administration (MBA), Finance, General
New York University - Leonard N. Stern School of Business 1990 — 1991
Finance, General
Georgetown University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General, 3.72, Magna Cum Laude
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.