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
Patrick Hickey Patrick Hickey's William Blair & Company Experience June 2014 - Present
Job Business Development Associate at Merrick Ventures
Industry Venture Capital & Private Equity
Experience
Merrick Ventures, LLC October 2015 - Present
William Blair & Company June 2014 - Present
William Blair & Company June 2013 - August 2013
Washington Wealth Management June 2012 - August 2012
Goldman Sachs January 2012 - March 2012
Houlihan Lokey May 2011 - August 2011
Northwestern University August 2010 - January 2011
Education
Northwestern University 2009 — 2013
Economics, Weinberg College of Arts and Sciences
Loyola Academy 2005 — 2009
Merrick Ventures, LLC October 2015 - Present
William Blair & Company June 2014 - Present
William Blair & Company June 2013 - August 2013
Washington Wealth Management June 2012 - August 2012
Goldman Sachs January 2012 - March 2012
Houlihan Lokey May 2011 - August 2011
Northwestern University August 2010 - January 2011
Education
Northwestern University 2009 — 2013
Economics, Weinberg College of Arts and Sciences
Loyola Academy 2005 — 2009
Josh McClanahan Josh McClanahan'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
William Blair & Company May 2013 - August 2013
Cozad Asset Management June 2012 - October 2012
DePaul University June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
University of Illinois at Urbana-Champaign February 2011 - May 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Finance/Accountancy
Nanyang Technological University 2012 — 2012
William Blair & Company June 2014 - Present
William Blair & Company May 2013 - August 2013
Cozad Asset Management June 2012 - October 2012
DePaul University June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
University of Illinois at Urbana-Champaign February 2011 - May 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Finance/Accountancy
Nanyang Technological University 2012 — 2012
Steven Foiles's William Blair & Company Experience July 2014 - Present
Job Salesforce Project Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2014 - Present
Volunteer Salesforce Consultant June 2014 - Present
Sonoma Partners August 2013 - July 2014
Fusion Risk Management March 2012 - August 2013
DeVry Inc. August 2011 - March 2012
Skills
Salesforce.com, Force.com, Training, Risk Management, Public Speaking, Technical Documentation, Project Management, Business Analysis, Dreamweaver, Photoshop, Lightroom 4, Communication Skills, Flash, WordPress..., Requirements Gathering, Requirements Analysis, Process Improvement, Microsoft Excel, Business Continuity, Customer Oriented
Education
Northwestern University 2010 — 2012
Bachelor of Philosophy, Communication Studies
William Blair & Company July 2014 - Present
Volunteer Salesforce Consultant June 2014 - Present
Sonoma Partners August 2013 - July 2014
Fusion Risk Management March 2012 - August 2013
DeVry Inc. August 2011 - March 2012
Skills
Salesforce.com, Force.com, Training, Risk Management, Public Speaking, Technical Documentation, Project Management, Business Analysis, Dreamweaver, Photoshop, Lightroom 4, Communication Skills, Flash, WordPress..., Requirements Gathering, Requirements Analysis, Process Improvement, Microsoft Excel, Business Continuity, Customer Oriented
Education
Northwestern University 2010 — 2012
Bachelor of Philosophy, Communication Studies
Jeannie Lewis Jeannie Lewis's William Blair & Company Experience September 2014 - Present
Job Senior Compliance CounselInvestment Management Division of William Blair & Company, L.L.C.
Industry Investment Management
Experience
William Blair & Company September 2014 - Present
Deloitte February 2011 - September 2014
Driehaus Capital Management June 2007 - August 2010
US Securities and Exchange Commission September 1988 - June 2007
Skills
Leadership, Securities Regulation, Governance, Hedge Funds, Corporate Governance, Investments, SEC, Securities, Private Equity, Risk Management, Due Diligence, Trading, Financial Services, Mergers & Acquisitions, Strategy, Investment Management, Mutual Funds, Asset Management
Education
Loyola University Chicago School of Law 1985 — 1988
JD, Law
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Psychology
William Blair & Company September 2014 - Present
Deloitte February 2011 - September 2014
Driehaus Capital Management June 2007 - August 2010
US Securities and Exchange Commission September 1988 - June 2007
Skills
Leadership, Securities Regulation, Governance, Hedge Funds, Corporate Governance, Investments, SEC, Securities, Private Equity, Risk Management, Due Diligence, Trading, Financial Services, Mergers & Acquisitions, Strategy, Investment Management, Mutual Funds, Asset Management
Education
Loyola University Chicago School of Law 1985 — 1988
JD, Law
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Psychology
Ann Dorrian Ann Dorrian's William Blair & Company Experience February 2000 - October 2000
Job Diamond Independent Coach at Team Beachbody
Industry Retail
Experience
Team Beachbody December 2012 - Present
Ann Dorrian Studio, LLC April 2010 - Present
Integrated Data Storage February 2002 - February 2006
Independent Consultant in Nonprofit Management and Fundraising October 2000 - February 2002
William Blair & Company February 2000 - October 2000
Oral Health America 1997 - 2000
Oral Health America 1995 - 1997
Oral Health America 1991 - 1995
Skills
Sewing, Textiles, Entrepreneurship, Non-profits, Marketing, Project Management, Fundraising, Start-ups, Program Management, Fitness, Fitness Support
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Masters of Management
Northwestern University 1987 — 1991
BA, Anthropology
Team Beachbody December 2012 - Present
Ann Dorrian Studio, LLC April 2010 - Present
Integrated Data Storage February 2002 - February 2006
Independent Consultant in Nonprofit Management and Fundraising October 2000 - February 2002
William Blair & Company February 2000 - October 2000
Oral Health America 1997 - 2000
Oral Health America 1995 - 1997
Oral Health America 1991 - 1995
Skills
Sewing, Textiles, Entrepreneurship, Non-profits, Marketing, Project Management, Fundraising, Start-ups, Program Management, Fitness, Fitness Support
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Masters of Management
Northwestern University 1987 — 1991
BA, Anthropology
Ellen McGinnis Ellen McGinnis's William Blair & Company Experience 1991 - 1995
Job Principal, The Optimal Leader
Industry Management Consulting
Experience
The Optimal Leader October 2005 - Present
Traversa Consulting October 2005 - October 2006
ACS January 2003 - October 2005
Saba Software 2000 - 2001
The Financial Relations Board 1999 - 2000
General Electric Capital January 1995 - January 1999
William Blair & Company 1991 - 1995
Skills
Leadership Development, Team Building, Change Management, Organizational..., Executive Coaching, Coaching, Facilitators, Workshop Facilitation, Training, Management Consulting, Marketing Strategy, Strategy, Start-ups, Organizational..., Process Improvement, Management, Marketing, MBTI, Leadership, Sales, Talent Management, Sales Operations, Selling, Program Management, Organizational Design, Entrepreneurship, Performance Management
Education
John F. Kennedy University 2001 — 2005
MA, Org Psychology
University of Dayton 1986 — 1990
BA, English
The Optimal Leader October 2005 - Present
Traversa Consulting October 2005 - October 2006
ACS January 2003 - October 2005
Saba Software 2000 - 2001
The Financial Relations Board 1999 - 2000
General Electric Capital January 1995 - January 1999
William Blair & Company 1991 - 1995
Skills
Leadership Development, Team Building, Change Management, Organizational..., Executive Coaching, Coaching, Facilitators, Workshop Facilitation, Training, Management Consulting, Marketing Strategy, Strategy, Start-ups, Organizational..., Process Improvement, Management, Marketing, MBTI, Leadership, Sales, Talent Management, Sales Operations, Selling, Program Management, Organizational Design, Entrepreneurship, Performance Management
Education
John F. Kennedy University 2001 — 2005
MA, Org Psychology
University of Dayton 1986 — 1990
BA, English
Michelle Seitz, CFA's William Blair & Company Experience June 2001 - Present
Job Partner, Head of William Blair Investment Management
Industry Investment Management
Experience
Financial Accounting Foundation (FAF) January 2012 - Present
William Blair & Company June 2001 - Present
Education
Indiana University Bloomington 1983 — 1987
Bachelor's degree, Accounting
Financial Accounting Foundation (FAF) January 2012 - Present
William Blair & Company June 2001 - Present
Education
Indiana University Bloomington 1983 — 1987
Bachelor's degree, Accounting
Peter Hoffmann's William Blair & Company Experience June 2013 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
William Blair & Company June 2013 - Present
The Burt Holdings Corporation February 2011 - June 2013
Fifth Third Bank February 2010 - February 2011
Northwestern University School of Law June 2006 - January 2011
Skills
Access, Excel, Financial Modeling, Financial Analysis, Word, Microsoft Excel, Project Management, Strategic Planning, Data Analysis, Leadership, Microsoft Office
Education
Northwestern University
Economics
William Blair & Company June 2013 - Present
The Burt Holdings Corporation February 2011 - June 2013
Fifth Third Bank February 2010 - February 2011
Northwestern University School of Law June 2006 - January 2011
Skills
Access, Excel, Financial Modeling, Financial Analysis, Word, Microsoft Excel, Project Management, Strategic Planning, Data Analysis, Leadership, Microsoft Office
Education
Northwestern University
Economics
Gretchen Allnutt Gretchen Allnutt's William Blair & Company Experience February 2008 - December 2012
Job Salesforce.com Consultant
Industry Marketing and Advertising
Experience
Gretchen Allnutt, Inc. February 2014 - Present
NexGen Consultants March 2013 - Present
William Blair & Company February 2008 - December 2012
Harpo Productions March 2007 - 2009
Tower Media February 2006 - November 2007
TV, Film and Theatre January 1995 - January 2007
CONNOR April 2001 - February 2006
Merchandising East, Interior Architecture January 1999 - January 2001
MetLife Securities, Inc January 1998 - January 1999
Peoples Investment Services, Inc January 1996 - January 1998
Skills
Graphic Design, Illustrator, Interior Design, Microsoft Office, Photoshop, InDesign, Access, Dreamweaver, Salesforce Administrator, Salesforce.com, Salesforce Training, Project Management, Adobe Creative Suite, Dashboard Metrics, Sales Analysis, Data Analysis, Direct Marketing, eCommunications, Theatrical Production, Film Production, Direct Response..., Executive..., Photography, PowerPoint, Video Production, Set Design, Costume Design, Team Building, Philanthropy, Props, AutoCAD, Volunteering, Illustration, Marketing, Pagemaker, Video, Event Planning, Sony Vegas, Film
Education
Towson University
Bachelor of Science (BS), Production & Design
Indiana University-Purdue University at Indianapolis
Business and Finance, Psychology
Gretchen Allnutt, Inc. February 2014 - Present
NexGen Consultants March 2013 - Present
William Blair & Company February 2008 - December 2012
Harpo Productions March 2007 - 2009
Tower Media February 2006 - November 2007
TV, Film and Theatre January 1995 - January 2007
CONNOR April 2001 - February 2006
Merchandising East, Interior Architecture January 1999 - January 2001
MetLife Securities, Inc January 1998 - January 1999
Peoples Investment Services, Inc January 1996 - January 1998
Skills
Graphic Design, Illustrator, Interior Design, Microsoft Office, Photoshop, InDesign, Access, Dreamweaver, Salesforce Administrator, Salesforce.com, Salesforce Training, Project Management, Adobe Creative Suite, Dashboard Metrics, Sales Analysis, Data Analysis, Direct Marketing, eCommunications, Theatrical Production, Film Production, Direct Response..., Executive..., Photography, PowerPoint, Video Production, Set Design, Costume Design, Team Building, Philanthropy, Props, AutoCAD, Volunteering, Illustration, Marketing, Pagemaker, Video, Event Planning, Sony Vegas, Film
Education
Towson University
Bachelor of Science (BS), Production & Design
Indiana University-Purdue University at Indianapolis
Business and Finance, Psychology
Chase Eckert Chase Eckert's William Blair & Company Experience July 2012 - June 2014
Job Associate at The Riverside Company
Industry Investment Banking
Experience
The Riverside Company August 2014 - Present
William Blair & Company July 2012 - June 2014
William Blair & Company May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Financial Modeling, Restructuring, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Bloomberg, Finance, Investments, Microsoft Office, Microsoft Excel, Capital Markets, Private Equity, PowerPoint, Due Diligence
Education
Miami University 2008 — 2012
Bachelor of Science in Business, Finance and Business Statistics, Senior
The Riverside Company August 2014 - Present
William Blair & Company July 2012 - June 2014
William Blair & Company May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Financial Modeling, Restructuring, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Bloomberg, Finance, Investments, Microsoft Office, Microsoft Excel, Capital Markets, Private Equity, PowerPoint, Due Diligence
Education
Miami University 2008 — 2012
Bachelor of Science in Business, Finance and Business Statistics, Senior
Jin Young Choi's William Blair & Company Experience June 2015 - Present
Job Investment Banking Summer Analyst at William Blair & Company
Industry
Experience
William Blair & Company June 2015 - Present
Wind Point Partners June 2014 - August 2014
Blue River PetCare December 2013 - July 2014
Shore Capital Partners March 2014 - June 2014
Little Black June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Teamwork, Time Management, Research, Professional...
Education
Northwestern University 2012 — 2016
Economics, Business Institutions Program
Portsmouth Abbey School 2008 — 2012
William Blair & Company June 2015 - Present
Wind Point Partners June 2014 - August 2014
Blue River PetCare December 2013 - July 2014
Shore Capital Partners March 2014 - June 2014
Little Black June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Teamwork, Time Management, Research, Professional...
Education
Northwestern University 2012 — 2016
Economics, Business Institutions Program
Portsmouth Abbey School 2008 — 2012
Tom Winkelman, CFA Tom Winkelman, CFA's William Blair & Company Experience March 2001 - November 2003
Job Director Real Estate and Real Assets at Boeing
Industry Investment Management
Experience
Boeing April 2014 - Present
Boeing September 2009 - April 2014
Boeing June 2007 - September 2009
Boeing November 2005 - June 2007
Boeing November 2003 - November 2005
William Blair & Company March 2001 - November 2003
Illinois Municipal Retirement Fund June 1998 - February 2001
Ennis Knupp & Associates June 1995 - May 1998
Skills
Investments, Fixed Income, Portfolio Management, Risk Management, Data Analysis, Asset Management, Analytics, Strategic Partnerships, Asset Allocation, Due Diligence, Alternative Investments, Equities, Valuation, Options, Bloomberg, Derivatives, Capital Markets
Education
Northern Illinois University 1990 — 1993
Finance, General
Certified Financial Analyst
Boeing April 2014 - Present
Boeing September 2009 - April 2014
Boeing June 2007 - September 2009
Boeing November 2005 - June 2007
Boeing November 2003 - November 2005
William Blair & Company March 2001 - November 2003
Illinois Municipal Retirement Fund June 1998 - February 2001
Ennis Knupp & Associates June 1995 - May 1998
Skills
Investments, Fixed Income, Portfolio Management, Risk Management, Data Analysis, Asset Management, Analytics, Strategic Partnerships, Asset Allocation, Due Diligence, Alternative Investments, Equities, Valuation, Options, Bloomberg, Derivatives, Capital Markets
Education
Northern Illinois University 1990 — 1993
Finance, General
Certified Financial Analyst
Amy Junker Amy Junker's William Blair & Company Experience December 1999 - April 2001
Job Head of Global Corporate Access/Associate Director of Research at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Robert W. Baird & Co. January 2006 - December 2011
Robert W. Baird & Co. March 2003 - January 2006
Lehman Brothers April 2001 - March 2003
William Blair & Company December 1999 - April 2001
Skills
Equity Research, Research, Recruiting, Valuation, Financial Modeling, Equities, Capital Markets, Series 7, Equity Valuation, Economics, Financial Analysis, Bloomberg, Business Valuation, Securities, Mutual Funds
Education
Indiana University Bloomington 1997 — 1999
Master's degree, Mathematics
Kalamazoo College 1993 — 1997
Bachelor's degree, Mathematics
Robert W. Baird & Co. September 2011 - Present
Robert W. Baird & Co. January 2006 - December 2011
Robert W. Baird & Co. March 2003 - January 2006
Lehman Brothers April 2001 - March 2003
William Blair & Company December 1999 - April 2001
Skills
Equity Research, Research, Recruiting, Valuation, Financial Modeling, Equities, Capital Markets, Series 7, Equity Valuation, Economics, Financial Analysis, Bloomberg, Business Valuation, Securities, Mutual Funds
Education
Indiana University Bloomington 1997 — 1999
Master's degree, Mathematics
Kalamazoo College 1993 — 1997
Bachelor's degree, Mathematics
Anthony Faut's William Blair & Company Experience March 2013 - Present
Job Financial Advisor at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2013 - Present
William Blair & Company March 2013 - Present
Skills
IRAs, Retirement Planning, Strategic Financial..., Life Insurance, 401k
Education
Indiana University Bloomington 1993 — 1997
BS, ECONOMICS, SPANISH MINOR
Naperville North High School 1989 — 1993
William Blair & Company March 2013 - Present
William Blair & Company March 2013 - Present
Skills
IRAs, Retirement Planning, Strategic Financial..., Life Insurance, 401k
Education
Indiana University Bloomington 1993 — 1997
BS, ECONOMICS, SPANISH MINOR
Naperville North High School 1989 — 1993
Charles Ruppert Charles Ruppert's William Blair & Company Experience February 2015 - Present
Job Director, Technology Investment Banking at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2015 - Present
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Private Equity, Corporate Development, LBO, Business Strategy, Mobile Applications, Software Infrastructure, Mobile Marketing, Mobile Advertising, Mobile Payments, Telematics, M2M, Financial Technology, SaaS, IaaS, Enterprise Software, SAP, Managed Services, Unified Communications, Wireless Networking, Internet Media, WiFi, Carrier Ethernet, Digital Media, Content Delivery, Semiconductors, Transportation Software, Due Diligence, Strategic Sales, Strategy, Market Sizing, IT Strategy, Corporate Finance, Financial Analysis, Investments, Capital Raising, Financial Accounting, M&A experience, Fairness Opinions, Equities, Capital Markets, Professional Services
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Northwest Nazarene University 1996 — 2000
BA
William Blair & Company February 2015 - Present
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Private Equity, Corporate Development, LBO, Business Strategy, Mobile Applications, Software Infrastructure, Mobile Marketing, Mobile Advertising, Mobile Payments, Telematics, M2M, Financial Technology, SaaS, IaaS, Enterprise Software, SAP, Managed Services, Unified Communications, Wireless Networking, Internet Media, WiFi, Carrier Ethernet, Digital Media, Content Delivery, Semiconductors, Transportation Software, Due Diligence, Strategic Sales, Strategy, Market Sizing, IT Strategy, Corporate Finance, Financial Analysis, Investments, Capital Raising, Financial Accounting, M&A experience, Fairness Opinions, Equities, Capital Markets, Professional Services
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Northwest Nazarene University 1996 — 2000
BA
Amanda Robson'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
Citi May 2013 - August 2013
Robson Technologies Ltd 2011 - 2012
Education
Ivey Business School at Western University 2010 — 2014
Bachelor of Arts, Honors Business Administration (HBA), Dean's Honor List
Hillfield Strathallan College 2006 — 2010
Highschool Diploma
William Blair & Company June 2014 - Present
Citi May 2013 - August 2013
Robson Technologies Ltd 2011 - 2012
Education
Ivey Business School at Western University 2010 — 2014
Bachelor of Arts, Honors Business Administration (HBA), Dean's Honor List
Hillfield Strathallan College 2006 — 2010
Highschool Diploma
Brooke Snow's William Blair & Company Experience July 2013 - February 2014
Job Business Development Manager at Configura
Industry Computer Software
Experience
Configura April 2014 - Present
William Blair & Company July 2013 - February 2014
McKinsey & Company April 2012 - June 2013
Power Design, Inc. July 2009 - April 2012
Skills
Management, Strategic Planning, Project Planning, Accounts Payable, Process Improvement, Contract Management, Administration, Financial Modeling, Recruiting, Visio, Administrative..., Event Planning, Account Reconciliation, Team Building, Risk Management, Budgets, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Accounting
Education
Michigan State University 2004 — 2008
Bachelor of Arts (B.A.), Interior Design
Configura April 2014 - Present
William Blair & Company July 2013 - February 2014
McKinsey & Company April 2012 - June 2013
Power Design, Inc. July 2009 - April 2012
Skills
Management, Strategic Planning, Project Planning, Accounts Payable, Process Improvement, Contract Management, Administration, Financial Modeling, Recruiting, Visio, Administrative..., Event Planning, Account Reconciliation, Team Building, Risk Management, Budgets, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Accounting
Education
Michigan State University 2004 — 2008
Bachelor of Arts (B.A.), Interior Design
Annemarie Falaniko's William Blair & Company Experience October 2014 - Present
Job Market Data Analyst at William Blair & Company
Industry Information Technology and Services
Experience
William Blair & Company October 2014 - Present
Robert W. Baird & Co. May 2013 - May 2014
Green City Inc June 2012 - January 2013
lululemon athletica July 2010 - January 2013
Edgebrook Swim and Tennis Club May 2012 - September 2012
Edgebrook Swim and Tennis Club June 2008 - August 2012
Skills
PowerPoint, Leadership, Public Speaking, Microsoft Office, Social Media, Teamwork, Facebook, Microsoft Excel, Customer Service, Microsoft Word, Research, Database Design, QuickBooks, Problem Solving, MySQL, Project Management, HTML
Education
Marquette University 2010 — 2014
Information and Technology and Operations Supply Chain Management, Business Administration
Holy Names Academy 2006 — 2010
High School Diploma
William Blair & Company October 2014 - Present
Robert W. Baird & Co. May 2013 - May 2014
Green City Inc June 2012 - January 2013
lululemon athletica July 2010 - January 2013
Edgebrook Swim and Tennis Club May 2012 - September 2012
Edgebrook Swim and Tennis Club June 2008 - August 2012
Skills
PowerPoint, Leadership, Public Speaking, Microsoft Office, Social Media, Teamwork, Facebook, Microsoft Excel, Customer Service, Microsoft Word, Research, Database Design, QuickBooks, Problem Solving, MySQL, Project Management, HTML
Education
Marquette University 2010 — 2014
Information and Technology and Operations Supply Chain Management, Business Administration
Holy Names Academy 2006 — 2010
High School Diploma
Jon Sackett's William Blair & Company Experience August 2015 - Present
Job Operations Analyst William Blair and Company
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
Northern Illinois University May 2014 - May 2015
Best Buy August 2010 - December 2011
Skills
Microsoft Excel, Microsoft Office, Loss Prevention, Marketing, Retail Sales, Time Management, Customer Service, Store Management, Inventory Control, Merchandising, Visual Merchandising, Retail, Sales, Inventory Management, Cashiering, Store Operations, Customer Satisfaction
Education
Northern Illinois University 2013 — 2015
Bachelor’s Degree, Finance, magna cum laude
William Blair & Company August 2015 - Present
Northern Illinois University May 2014 - May 2015
Best Buy August 2010 - December 2011
Skills
Microsoft Excel, Microsoft Office, Loss Prevention, Marketing, Retail Sales, Time Management, Customer Service, Store Management, Inventory Control, Merchandising, Visual Merchandising, Retail, Sales, Inventory Management, Cashiering, Store Operations, Customer Satisfaction
Education
Northern Illinois University 2013 — 2015
Bachelor’s Degree, Finance, magna cum laude
Neal Monga Neal Monga's William Blair & Company Experience June 2013 - June 2015
Job Associate at Harren Equity Partners
Industry Financial Services
Experience
Harren Equity Partners August 2015 - Present
William Blair & Company June 2013 - June 2015
William Blair & Company June 2012 - September 2012
Samuel A. Ramirez & Co. Investment Bank September 2011 - December 2011
GE Capital June 2011 - August 2011
PACTIV June 2010 - September 2010
Skills
Investment Banking, Financial Modeling, Finance, Microsoft Excel, Financial Analysis, Microsoft Office, Valuation, Analytics, Data Analysis, Research, Corporate Finance, Analysis, Bloomberg, Economics, Transaction Diligence, Business Analysis, Project Management, Capital IQ, PowerPoint, Private Equity
Education
Niles North High School
Northwestern University
BA, Economics & Mathematics
Harren Equity Partners August 2015 - Present
William Blair & Company June 2013 - June 2015
William Blair & Company June 2012 - September 2012
Samuel A. Ramirez & Co. Investment Bank September 2011 - December 2011
GE Capital June 2011 - August 2011
PACTIV June 2010 - September 2010
Skills
Investment Banking, Financial Modeling, Finance, Microsoft Excel, Financial Analysis, Microsoft Office, Valuation, Analytics, Data Analysis, Research, Corporate Finance, Analysis, Bloomberg, Economics, Transaction Diligence, Business Analysis, Project Management, Capital IQ, PowerPoint, Private Equity
Education
Niles North High School
Northwestern University
BA, Economics & Mathematics
Tyler Vaughan Tyler Vaughan's William Blair & Company Experience July 2013 - Present
Job Investment Accountant at William Blair & Company
Industry Investment Management
Experience
William Blair & Company July 2013 - Present
China International Investment Stock Group Limited October 2012 - January 2013
Vaughan Dental June 2005 - July 2012
Skills
Financial Analysis, Investments, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Account Reconciliation, Access, Financial Statement..., Valuation, FactSet, Bloomberg, Teamwork, Financial Reporting, Finance
Education
Marquette University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Loyola University of Chicago
Study Abroad, Rome, Italy
William Blair & Company July 2013 - Present
China International Investment Stock Group Limited October 2012 - January 2013
Vaughan Dental June 2005 - July 2012
Skills
Financial Analysis, Investments, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Account Reconciliation, Access, Financial Statement..., Valuation, FactSet, Bloomberg, Teamwork, Financial Reporting, Finance
Education
Marquette University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Loyola University of Chicago
Study Abroad, Rome, Italy
Rakesh Kesliker's William Blair & Company Experience September 2014 - Present
Job Markets Analyst at William Blair
Industry Investment Banking
Experience
William Blair & Company September 2014 - Present
ACRE Capital LLC June 2011 - July 2014
RSM McGladrey / The Corvus Group July 2008 - January 2011
Comerica Bank June 2001 - February 2007
Skills
Loans, Credit, Financial Analysis, Portfolio Management, Asset Management, Finance, Due Diligence, Banking, Credit Analysis, Loan Servicing, Underwriting, Financial Modeling, Commercial Mortgages, Risk Management, Analysis, Real Estate, Credit Risk, Credit Risk Analysis, Loan Origination, Commercial Real Estate, Investment Properties, Auditing, Multi-family, Real Estate Economics, Property Inspection, Foreclosures, Repossessions, Fannie Mae DUS
Education
Quinlan School of Business, Loyola University of Chicago 2007 — 2008
Master of Business Administration (M.B.A.), Finance and International Business
Michigan State University 1998 — 2001
Bachelors, Marketing
William Blair & Company September 2014 - Present
ACRE Capital LLC June 2011 - July 2014
RSM McGladrey / The Corvus Group July 2008 - January 2011
Comerica Bank June 2001 - February 2007
Skills
Loans, Credit, Financial Analysis, Portfolio Management, Asset Management, Finance, Due Diligence, Banking, Credit Analysis, Loan Servicing, Underwriting, Financial Modeling, Commercial Mortgages, Risk Management, Analysis, Real Estate, Credit Risk, Credit Risk Analysis, Loan Origination, Commercial Real Estate, Investment Properties, Auditing, Multi-family, Real Estate Economics, Property Inspection, Foreclosures, Repossessions, Fannie Mae DUS
Education
Quinlan School of Business, Loyola University of Chicago 2007 — 2008
Master of Business Administration (M.B.A.), Finance and International Business
Michigan State University 1998 — 2001
Bachelors, Marketing
Terry Muldoon Terry Muldoon's William Blair & Company Experience January 1972 - 2014
Job Consultant Financial Services Operations
Industry Financial Services
Experience
TGM FIN/OPS consulting 2014 - Present
William Blair & Company January 1972 - 2014
Skills
Equities, Investments, Investment Banking, Valuation, Capital Markets, Fixed Income, Hedge Funds, Private Equity, Financial Modeling, Asset Management, Alternative Investments, Series 7, Securities, Financial Services, Risk Management, Trading Systems
Education
Loyola University Chicago
Master of Business Administration (MBA), Finance
Loyola University Chicago
Master of Business Administration (M.B.A.)
TGM FIN/OPS consulting 2014 - Present
William Blair & Company January 1972 - 2014
Skills
Equities, Investments, Investment Banking, Valuation, Capital Markets, Fixed Income, Hedge Funds, Private Equity, Financial Modeling, Asset Management, Alternative Investments, Series 7, Securities, Financial Services, Risk Management, Trading Systems
Education
Loyola University Chicago
Master of Business Administration (MBA), Finance
Loyola University Chicago
Master of Business Administration (M.B.A.)
Matthew Hinshaw's William Blair & Company Experience January 2015 - Present
Job Incoming Investment Banking Summer Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company January 2015 - Present
Indiana University Bloomington August 2014 - Present
Elser Financial Planning, Inc. May 2014 - August 2014
Skills
Teamwork, Leadership, Communication, Time Management, Problem Solving, Microsoft Excel, Analysis, Financial Planning
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Arts (B.A.), Economics
William Blair & Company January 2015 - Present
Indiana University Bloomington August 2014 - Present
Elser Financial Planning, Inc. May 2014 - August 2014
Skills
Teamwork, Leadership, Communication, Time Management, Problem Solving, Microsoft Excel, Analysis, Financial Planning
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Arts (B.A.), Economics
Brandon Medina Brandon Medina's William Blair & Company Experience June 2015 - August 2015
Job StudentAthlete at Northwestern University
Industry Financial Services
Experience
William Blair & Company June 2015 - August 2015
Tyvor Captial LLC June 2014 - August 2014
Skills
Economics, Social Media, Microsoft Word, Public Speaking
Education
Northwestern University 2013 — 2017
Bachelor of Arts (B.A.), Economics
St. Ignatius College Prep 2009 — 2013
Honors High School Diploma
William Blair & Company June 2015 - August 2015
Tyvor Captial LLC June 2014 - August 2014
Skills
Economics, Social Media, Microsoft Word, Public Speaking
Education
Northwestern University 2013 — 2017
Bachelor of Arts (B.A.), Economics
St. Ignatius College Prep 2009 — 2013
Honors High School Diploma
Hao (Jason) Wu's William Blair & Company Experience June 2013 - Present
Job Investment Banking Analyst at William Blair
Industry Investment Banking
Experience
William Blair & Company June 2013 - Present
Citi June 2012 - August 2012
HSBC July 2011 - August 2011
KPMG June 2011 - July 2011
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Investment Banking, Capital IQ, Financial Analysis, Corporate Finance, Mandarin, Capital Markets
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Economics
The Culver Academies 2007 — 2009
William Blair & Company June 2013 - Present
Citi June 2012 - August 2012
HSBC July 2011 - August 2011
KPMG June 2011 - July 2011
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Investment Banking, Capital IQ, Financial Analysis, Corporate Finance, Mandarin, Capital Markets
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Economics
The Culver Academies 2007 — 2009
Jonathan Glossberg Jonathan Glossberg's William Blair & Company Experience January 1995 - August 1998
Job Senior Vice PresidentInvestments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2008 - Present
Credit Suisse August 1998 - May 2008
William Blair & Company January 1995 - August 1998
Education
Menlo College 1989 — 1994
Bachelor of Arts, Humanities, Philosophy, History
Oxford Academy 1987 — 1988
Chicago Lab School 1985 — 1987
The Latin School of Chicago 1974 — 1984
UBS Financial Services, Inc. May 2008 - Present
Credit Suisse August 1998 - May 2008
William Blair & Company January 1995 - August 1998
Education
Menlo College 1989 — 1994
Bachelor of Arts, Humanities, Philosophy, History
Oxford Academy 1987 — 1988
Chicago Lab School 1985 — 1987
The Latin School of Chicago 1974 — 1984
Chad Tredway Chad Tredway's William Blair & Company Experience June 2006 - July 2007
Job Managing Director at JPMorgan Chase
Industry Commercial Real Estate
Experience
JPMorgan Chase October 2013 - Present
JPMorgan Chase August 2011 - October 2013
JPMorgan Chase September 2009 - August 2011
JPMorgan Chase August 2008 - September 2009
UBS Investment Bank July 2007 - August 2008
William Blair & Company June 2006 - July 2007
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Due Diligence, Corporate Finance, Business Valuation, Financial Analysis, Equities, Investments, DCF, Asset Managment, Portfolio Management, Mergers, Credit Analysis, Corporate Development, Real Estate Economics, Structured Finance, Venture Capital, Finance, Real Estate Financing, Financial Structuring, Bloomberg, Funding, Loans, Asset Management, Leveraged Finance, Investment Management, Investment Strategies, Banking, Restructuring, Loan Origination, Credit, Credit Risk, Financial Advisory, multifamily, multifamily lending, Commercial Lending, Real estate, Mortgage Lending, Sales Management, Apartment Lending, Management, Mergers & Acquisitions
Education
Loyola University of Chicago
Bachelor's Degree, Finance, Accounting
JPMorgan Chase October 2013 - Present
JPMorgan Chase August 2011 - October 2013
JPMorgan Chase September 2009 - August 2011
JPMorgan Chase August 2008 - September 2009
UBS Investment Bank July 2007 - August 2008
William Blair & Company June 2006 - July 2007
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Due Diligence, Corporate Finance, Business Valuation, Financial Analysis, Equities, Investments, DCF, Asset Managment, Portfolio Management, Mergers, Credit Analysis, Corporate Development, Real Estate Economics, Structured Finance, Venture Capital, Finance, Real Estate Financing, Financial Structuring, Bloomberg, Funding, Loans, Asset Management, Leveraged Finance, Investment Management, Investment Strategies, Banking, Restructuring, Loan Origination, Credit, Credit Risk, Financial Advisory, multifamily, multifamily lending, Commercial Lending, Real estate, Mortgage Lending, Sales Management, Apartment Lending, Management, Mergers & Acquisitions
Education
Loyola University of Chicago
Bachelor's Degree, Finance, Accounting
Maria Bispen Guerreiro's William Blair & Company Experience February 2011 - April 2012
Job Private Equity Value Creation Associate at EY
Industry Financial Services
Experience
EY January 2015 - Present
Ernst & Young June 2012 - December 2014
William Blair & Company February 2011 - April 2012
Education
Indiana University Bloomington 2007 — 2010
BS, Finance
EY January 2015 - Present
Ernst & Young June 2012 - December 2014
William Blair & Company February 2011 - April 2012
Education
Indiana University Bloomington 2007 — 2010
BS, Finance
Ashish Kohli Ashish Kohli's William Blair & Company Experience November 2000 - June 2005
Job Vice President, Investor Relations at Walgreens Boots Alliance
Industry Financial Services
Experience
Walgreens Boots Alliance April 2015 - Present
Walgreens November 2012 - Present
Vermillion, Inc. June 2010 - June 2012
Columbia Wanger Asset Management July 2005 - June 2010
William Blair & Company November 2000 - June 2005
Brinson Partners March 1999 - November 2000
Skills
Certified Financial..., International Expansion, M&A experience, investor relations, finance, Capital Markets, Financial Modeling, Corporate Communications, Equity Research, Portfolio Management, Business Development, Strategy, Healthcare, Molecular Diagnostics, Healthcare Information..., Medical Devices, Life Science Industry, Biotechnology, Pharmaceutical Industry, Investor Relations, Finance, Valuation, Mergers & Acquisitions, Investments, Lifesciences, Trading, Due Diligence, Investment Banking
Education
Texas Tech University - Rawls College of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General, 3.9
McMaster University 1990 — 1994
Bachelor of Engineering (B.Eng.), Computer Engineering, 3.4
McMaster University 1986 — 1990
Bachelor of Science (B.Sc.), Biochemistry, 3.2
Walgreens Boots Alliance April 2015 - Present
Walgreens November 2012 - Present
Vermillion, Inc. June 2010 - June 2012
Columbia Wanger Asset Management July 2005 - June 2010
William Blair & Company November 2000 - June 2005
Brinson Partners March 1999 - November 2000
Skills
Certified Financial..., International Expansion, M&A experience, investor relations, finance, Capital Markets, Financial Modeling, Corporate Communications, Equity Research, Portfolio Management, Business Development, Strategy, Healthcare, Molecular Diagnostics, Healthcare Information..., Medical Devices, Life Science Industry, Biotechnology, Pharmaceutical Industry, Investor Relations, Finance, Valuation, Mergers & Acquisitions, Investments, Lifesciences, Trading, Due Diligence, Investment Banking
Education
Texas Tech University - Rawls College of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General, 3.9
McMaster University 1990 — 1994
Bachelor of Engineering (B.Eng.), Computer Engineering, 3.4
McMaster University 1986 — 1990
Bachelor of Science (B.Sc.), Biochemistry, 3.2
Keidra Jensen Keidra Jensen's William Blair & Company Experience October 2006 - Present
Job Investment Accountant at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2006 - Present
Fortress Insurance Company February 2005 - October 2006
CNA Insurance July 2001 - February 2005
Skills
Account Reconciliation, Financial Modeling, Finance, Portfolio Management, Investments, Equities, Fixed Income, Accounting, Mutual Funds, Valuation, Securities, Banking, Forecasting, Alternative Investments, Trading
Education
Lewis University 1996 — 2000
Bachelor of Arts (B.A.), Accounting and Finance
William Blair & Company October 2006 - Present
Fortress Insurance Company February 2005 - October 2006
CNA Insurance July 2001 - February 2005
Skills
Account Reconciliation, Financial Modeling, Finance, Portfolio Management, Investments, Equities, Fixed Income, Accounting, Mutual Funds, Valuation, Securities, Banking, Forecasting, Alternative Investments, Trading
Education
Lewis University 1996 — 2000
Bachelor of Arts (B.A.), Accounting and Finance
Julie Schaeffer Julie Schaeffer's William Blair & Company Experience July 2015 - Present
Job Content Strategy and Execution in Financial Services
Industry Marketing and Advertising
Experience
William Blair & Company July 2015 - Present
orangeMOSAIC LLC (Financial Communications With Color) October 2002 - June 2015
Deutsche Asset & Wealth Management October 2002 - June 2015
Scudder Investments April 1999 - October 2002
Smith, Bucklin & Associates February 1997 - April 1999
Canright & Paule July 1995 - February 1997
Philips Consumer Electronics Company February 1994 - July 1995
Whittle Communications January 1992 - February 1994
Skills
Financial Services, Asset Management, Investment Management, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Investments, Asset Managment, Alternative Investments, Newsletters, Series 63, Series 7, Wealth Management, Retirement Planning, Strategy, Management, ETFs, Retirement
Education
Miami University 1989 — 1992
B.A., Journalism (Cum Laude)
William Blair & Company July 2015 - Present
orangeMOSAIC LLC (Financial Communications With Color) October 2002 - June 2015
Deutsche Asset & Wealth Management October 2002 - June 2015
Scudder Investments April 1999 - October 2002
Smith, Bucklin & Associates February 1997 - April 1999
Canright & Paule July 1995 - February 1997
Philips Consumer Electronics Company February 1994 - July 1995
Whittle Communications January 1992 - February 1994
Skills
Financial Services, Asset Management, Investment Management, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Investments, Asset Managment, Alternative Investments, Newsletters, Series 63, Series 7, Wealth Management, Retirement Planning, Strategy, Management, ETFs, Retirement
Education
Miami University 1989 — 1992
B.A., Journalism (Cum Laude)
Ferris W McQuade Ferris W McQuade's William Blair & Company Experience December 2013 - Present
Job Compliance Examiner at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2013 - Present
Harbor Capital Advisors, Inc. January 2011 - November 2013
Northern Trust Global Investments June 2007 - September 2010
Kappa Kappa Gamma National Sorority - Eta Lambda Chapter August 2004 - March 2007
Signature Specialists August 2005 - August 2006
Orion Capital Managers July 2005 - July 2005
Skills
Mutual Funds, Cross-functional Team..., Leadership, Time Management
Education
Loyola University Chicago 2003 — 2007
BBA, Accounting, Finance
William Blair & Company December 2013 - Present
Harbor Capital Advisors, Inc. January 2011 - November 2013
Northern Trust Global Investments June 2007 - September 2010
Kappa Kappa Gamma National Sorority - Eta Lambda Chapter August 2004 - March 2007
Signature Specialists August 2005 - August 2006
Orion Capital Managers July 2005 - July 2005
Skills
Mutual Funds, Cross-functional Team..., Leadership, Time Management
Education
Loyola University Chicago 2003 — 2007
BBA, Accounting, Finance
Michele Pardon Michele Pardon's William Blair & Company Experience September 2011 - Present
Job Executive Assistant
Industry Financial Services
Experience
WILLIAM BLAIR & COMPANY September 2011 - Present
Jones Lang LaSalle June 2011 - September 2011
Guggenheim Partners March 2004 - October 2010
CONDÉ NAST PUBLICATIONS May 2002 - June 2003
Hachette Filipacchi Media March 2000 - May 2002
Skills
Management, Databases, Outlook, Administrative..., Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Research, Notary Public, Analysis, Social Media, Budgets, Advertising, Customer Service, Sales, Public Relations
Education
Marymount Manhattan College 1992 — 1998
BA/BFA, English/Theatre
WILLIAM BLAIR & COMPANY September 2011 - Present
Jones Lang LaSalle June 2011 - September 2011
Guggenheim Partners March 2004 - October 2010
CONDÉ NAST PUBLICATIONS May 2002 - June 2003
Hachette Filipacchi Media March 2000 - May 2002
Skills
Management, Databases, Outlook, Administrative..., Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Research, Notary Public, Analysis, Social Media, Budgets, Advertising, Customer Service, Sales, Public Relations
Education
Marymount Manhattan College 1992 — 1998
BA/BFA, English/Theatre
J. Douglas Gray J. Douglas Gray's William Blair & Company Experience 2001 - 2004
Job President, CEO & Director, Everett Smith Group
Industry Investment Management
Experience
Northwestern University Education Advisory Board 2009 - Present
Frontenac Company 2008 - Present
Everett Smith Group, Ltd. April 2006 - Present
Northwestern University's Kellogg School of Management 1999 - Present
Northwestern University Board of Trustees 1992 - Present
Braydon Partners, LLC 2002 - 2006
McGaw Medical Center of The Feinberg School of Medicine at Northwestern 1990 - 2006
William Blair & Company 2001 - 2004
GGW Management Partners, LLC 1999 - 2001
CSC Index 1996 - 1998
Skills
Private Equity
Education
Huron University
Honorary Doctorate
Miami University
Economics
The University of Chicago
Graduate School of Business
Northwestern University Education Advisory Board 2009 - Present
Frontenac Company 2008 - Present
Everett Smith Group, Ltd. April 2006 - Present
Northwestern University's Kellogg School of Management 1999 - Present
Northwestern University Board of Trustees 1992 - Present
Braydon Partners, LLC 2002 - 2006
McGaw Medical Center of The Feinberg School of Medicine at Northwestern 1990 - 2006
William Blair & Company 2001 - 2004
GGW Management Partners, LLC 1999 - 2001
CSC Index 1996 - 1998
Skills
Private Equity
Education
Huron University
Honorary Doctorate
Miami University
Economics
The University of Chicago
Graduate School of Business
Kenneth Kulawiak's William Blair & Company Experience December 2014 - Present
Job Director IT Administration and Operations, William Blair & Company
Industry Investment Management
Experience
William Blair & Company December 2014 - Present
NORC September 2013 - December 2014
Morrisey Associates, Inc. June 2013 - September 2013
Wipfli LLP January 2009 - June 2013
National Bank of Commerce 1998 - 2009
Skills
Process Improvement, CISSP, Active Directory, Strategic Planning, Accounting, Risk Management, IT Audit, Disaster Recovery, Banking, Information Technology, IT Strategy, Risk Assessment, Security, Management, Information Security, NIST, FISMA, Business Continuity, Network Security, Vendor Management, Governance, Business Continuity..., Internal Controls, Analysis, Penetration Testing
Education
Keller Graduate School of Management of DeVry University
MISM, Information Security
William Blair & Company December 2014 - Present
NORC September 2013 - December 2014
Morrisey Associates, Inc. June 2013 - September 2013
Wipfli LLP January 2009 - June 2013
National Bank of Commerce 1998 - 2009
Skills
Process Improvement, CISSP, Active Directory, Strategic Planning, Accounting, Risk Management, IT Audit, Disaster Recovery, Banking, Information Technology, IT Strategy, Risk Assessment, Security, Management, Information Security, NIST, FISMA, Business Continuity, Network Security, Vendor Management, Governance, Business Continuity..., Internal Controls, Analysis, Penetration Testing
Education
Keller Graduate School of Management of DeVry University
MISM, Information Security
David E. Skillman David E. Skillman's William Blair & Company Experience July 1994 - August 2001
Job 4P Asset Management, LLC
Industry Investment Management
Experience
4P Asset Management May 2012 - Present
Institutional Access February 2004 - May 2012
Firefly Capital December 2001 - January 2004
William Blair & Company July 1994 - August 2001
PaineWebber June 1989 - July 1994
Drexel Burnham Lambert September 1987 - June 1989
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Derivatives, Trading, Quantitative Investing, Statistical Modeling
Education
Miami University
Miami University Luxembourg
4P Asset Management May 2012 - Present
Institutional Access February 2004 - May 2012
Firefly Capital December 2001 - January 2004
William Blair & Company July 1994 - August 2001
PaineWebber June 1989 - July 1994
Drexel Burnham Lambert September 1987 - June 1989
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Derivatives, Trading, Quantitative Investing, Statistical Modeling
Education
Miami University
Miami University Luxembourg
Nell Brown's William Blair & Company Experience July 2015 - Present
Job Incoming Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company July 2015 - Present
William Blair & Company May 2015 - July 2015
Lettuce Entertain You Restaurants May 2014 - July 2014
Lettuce Entertain You Restaurants May 2013 - July 2014
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Corporate Finance, Accounting, Finance, Economics, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Leadership, Microsoft Word, Public Speaking, Teamwork
Education
University of Wisconsin-Madison - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Investment, and Banking
John Cabot University
Business
The London School of Economics and Political Science (LSE)
Organizational Behavior Studies
New Trier High School 2008 — 2012
William Blair & Company July 2015 - Present
William Blair & Company May 2015 - July 2015
Lettuce Entertain You Restaurants May 2014 - July 2014
Lettuce Entertain You Restaurants May 2013 - July 2014
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Corporate Finance, Accounting, Finance, Economics, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Leadership, Microsoft Word, Public Speaking, Teamwork
Education
University of Wisconsin-Madison - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Investment, and Banking
John Cabot University
Business
The London School of Economics and Political Science (LSE)
Organizational Behavior Studies
New Trier High School 2008 — 2012
Nathan Levin's William Blair & Company Experience 2015 - Present
Job Retail Sales Associate at Fossil Group, Inc.
Industry Financial Services
Experience
William Blair & Company 2015 - Present
Fossil Group, Inc. May 2013 - Present
Skills
Microsoft Office, Teamwork, Event Planning, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Time Management
Education
Miami University 2012 — 2016
Bachelor of Arts (BA), Economics
William Blair & Company 2015 - Present
Fossil Group, Inc. May 2013 - Present
Skills
Microsoft Office, Teamwork, Event Planning, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Time Management
Education
Miami University 2012 — 2016
Bachelor of Arts (BA), Economics
Jennifer Tweed's William Blair & Company Experience August 2015 - Present
Job Salesforce Administrator at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
AgStar Financial Services March 2014 - May 2015
AgStar Financial Services July 2011 - March 2014
Aldrich Memorial Nursery School September 2004 - May 2011
Mayo Clinic June 2001 - July 2004
Mayo Clinic June 2000 - July 2001
AgStar Financial Services April 1997 - June 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Outlook, Training, Research, Teaching, Team Building, Data Entry, Access, Teamwork, Windows, Banking, Insurance, Salesforce.com, Requirements Gathering, Business Process..., Crystal Reports, Report Writing, Software Documentation, Visio, System Administration
Education
Minnesota Paralegal Institute 1995 — 1996
Certificate of Paralegal Study, Paralegal
University of Wisconsin-Madison 1992 — 1994
Bachelor's degree, Psychology
Luther College 1990 — 1991
Psychology and Elementary Education
William Blair & Company August 2015 - Present
AgStar Financial Services March 2014 - May 2015
AgStar Financial Services July 2011 - March 2014
Aldrich Memorial Nursery School September 2004 - May 2011
Mayo Clinic June 2001 - July 2004
Mayo Clinic June 2000 - July 2001
AgStar Financial Services April 1997 - June 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Outlook, Training, Research, Teaching, Team Building, Data Entry, Access, Teamwork, Windows, Banking, Insurance, Salesforce.com, Requirements Gathering, Business Process..., Crystal Reports, Report Writing, Software Documentation, Visio, System Administration
Education
Minnesota Paralegal Institute 1995 — 1996
Certificate of Paralegal Study, Paralegal
University of Wisconsin-Madison 1992 — 1994
Bachelor's degree, Psychology
Luther College 1990 — 1991
Psychology and Elementary Education
Chris Burlet's William Blair & Company Experience January 2014 - December 2014
Job Trading Analyst at DRW Trading Group
Industry Public Relations and Communications
Experience
DRW Trading Group January 2015 - Present
William Blair & Company January 2014 - December 2014
Red Mango, Inc. June 2011 - December 2013
Edelman July 2013 - October 2013
May Center Advisors December 2008 - January 2011
Covenant Harbor May 2008 - August 2008
Skills
Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Budgets, Social Networking, Marketing, Finance, Management, Banking, Facebook, Nonprofits, Data Analysis
Education
North Park University 2008 — 2013
Bachelor of Science (BS), Finance, General
DRW Trading Group January 2015 - Present
William Blair & Company January 2014 - December 2014
Red Mango, Inc. June 2011 - December 2013
Edelman July 2013 - October 2013
May Center Advisors December 2008 - January 2011
Covenant Harbor May 2008 - August 2008
Skills
Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Budgets, Social Networking, Marketing, Finance, Management, Banking, Facebook, Nonprofits, Data Analysis
Education
North Park University 2008 — 2013
Bachelor of Science (BS), Finance, General
Randy Wolf Randy Wolf's William Blair & Company Experience December 1998 - March 2006
Job Partner at Greenrock Research
Industry Financial Services
Experience
Greenrock Research January 2013 - Present
self April 2009 - January 2013
Talon Asset Management March 2006 - April 2009
William Blair & Company December 1998 - March 2006
Ellwood Associates February 1984 - December 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Valuation, Bloomberg, Financial Analysis, Capital Markets, Investment Banking, Strategic Financial..., Securities, Corporate Finance, Equity Research, Private Equity, Investor Relations, Equities, Asset, Asset Managment, Asset Allocation, Institutional Sales, Institutional Consulting, Institutional Investors, High Net Worth..., Investment Policy, Investment Management..., Institutional..., Financial Services, Portfolio Management, Investments, Mutual Funds, Investment Management, Finance, Investment Strategies, Series 7, Management, Wealth Management, Investment Advisory, Executive Management, Financial Modeling, Financial Advisory, Risk Management, Asset Management
Education
Loyola University of Chicago 1980 — 1984
BBA, Accounting
Greenrock Research January 2013 - Present
self April 2009 - January 2013
Talon Asset Management March 2006 - April 2009
William Blair & Company December 1998 - March 2006
Ellwood Associates February 1984 - December 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Valuation, Bloomberg, Financial Analysis, Capital Markets, Investment Banking, Strategic Financial..., Securities, Corporate Finance, Equity Research, Private Equity, Investor Relations, Equities, Asset, Asset Managment, Asset Allocation, Institutional Sales, Institutional Consulting, Institutional Investors, High Net Worth..., Investment Policy, Investment Management..., Institutional..., Financial Services, Portfolio Management, Investments, Mutual Funds, Investment Management, Finance, Investment Strategies, Series 7, Management, Wealth Management, Investment Advisory, Executive Management, Financial Modeling, Financial Advisory, Risk Management, Asset Management
Education
Loyola University of Chicago 1980 — 1984
BBA, Accounting
Daniel Bronson Daniel Bronson's William Blair & Company Experience July 2008 - December 2009
Job Vice President at The Halifax Group, LLC
Industry Venture Capital & Private Equity
Experience
The Halifax Group, LLC March 2015 - Present
Bain & Company October 2013 - February 2015
Bain & Company June 2012 - August 2012
CHS Capital LLC (FKA Code Hennessy & Simmons) January 2010 - July 2011
William Blair & Company July 2008 - December 2009
William Blair & Company July 2006 - June 2008
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, LBO, Investments, Venture Capital, Financial Analysis, Investment Banking, M&A experience, Private Placements, Corporate Finance, Equities, Capital Markets, Entrepreneurship, Finance, Business Strategy, Corporate Development, Hedge Funds, Emerging Markets, Alternative Investments, Leveraged Finance, Market Entry, Management Consulting, Strategic Consulting, Mergers
Education
Kellogg School of Management 2011 — 2013
MBA
Northwestern University 2001 — 2005
BA, Economics, International Studies
Southwest High School (Minneapolis)
The Halifax Group, LLC March 2015 - Present
Bain & Company October 2013 - February 2015
Bain & Company June 2012 - August 2012
CHS Capital LLC (FKA Code Hennessy & Simmons) January 2010 - July 2011
William Blair & Company July 2008 - December 2009
William Blair & Company July 2006 - June 2008
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Mergers, LBO, Investments, Venture Capital, Financial Analysis, Investment Banking, M&A experience, Private Placements, Corporate Finance, Equities, Capital Markets, Entrepreneurship, Finance, Business Strategy, Corporate Development, Hedge Funds, Emerging Markets, Alternative Investments, Leveraged Finance, Market Entry, Management Consulting, Strategic Consulting, Mergers
Education
Kellogg School of Management 2011 — 2013
MBA
Northwestern University 2001 — 2005
BA, Economics, International Studies
Southwest High School (Minneapolis)
Suzanne Bracken, CAP-OM's William Blair & Company Experience April 2011 - Present
Job Immediate Past President President (20122014) at Chicago Lake Shore Chapter of the IAAP
Industry Financial Services
Experience
William Blair & Company April 2011 - Present
Ludicrous Theatre - Chicago! January 2014 - Present
Off The Street Club 2007 - Present
Chicago Lake Shore Chapter of the IAAP May 2001 - June 2014
LiveWire Chicago Theatre September 2003 - 2013
Edelman April 2000 - November 2010
Edelman Public Relations 2000 - November 2010
Bristol Renaissance Faire 2001 - 2002
Skills
Administrative..., Leadership, Management, Office Management, Event Planning, Outlook, Fundraising, Time Management, Office Administration, PowerPoint, Microsoft Office, Calendaring, Event Management, Invoicing, Meeting Planning, Microsoft Word, Project Management, Nonprofits, Adobe Acrobat, SharePoint, Spreadsheets, Calendars, Customer Service, Public Relations, Editing, Research, Data Entry, Newsletters, Social Media, Microsoft Excel, Confidentiality, Teamwork, Social Networking, Administration, Travel Arrangements, Expense Reports, Process Scheduler, Lotus Notes, Presentations, Presentation Development, Persuasive Presentations, Administrative...
Education
Millikin University 1988 — 1992
BFA, Music Theater Performance
William Blair & Company April 2011 - Present
Ludicrous Theatre - Chicago! January 2014 - Present
Off The Street Club 2007 - Present
Chicago Lake Shore Chapter of the IAAP May 2001 - June 2014
LiveWire Chicago Theatre September 2003 - 2013
Edelman April 2000 - November 2010
Edelman Public Relations 2000 - November 2010
Bristol Renaissance Faire 2001 - 2002
Skills
Administrative..., Leadership, Management, Office Management, Event Planning, Outlook, Fundraising, Time Management, Office Administration, PowerPoint, Microsoft Office, Calendaring, Event Management, Invoicing, Meeting Planning, Microsoft Word, Project Management, Nonprofits, Adobe Acrobat, SharePoint, Spreadsheets, Calendars, Customer Service, Public Relations, Editing, Research, Data Entry, Newsletters, Social Media, Microsoft Excel, Confidentiality, Teamwork, Social Networking, Administration, Travel Arrangements, Expense Reports, Process Scheduler, Lotus Notes, Presentations, Presentation Development, Persuasive Presentations, Administrative...
Education
Millikin University 1988 — 1992
BFA, Music Theater Performance
Steve Groya Steve Groya's William Blair & Company Experience 1998 - 2001
Job Managing Director at Aldine Capital Partners
Industry Venture Capital & Private Equity
Experience
Aldine Capital Partners March 2015 - Present
Range Light LLC 2011 - March 2015
Prairie Capital LP 2001 - 2011
Jigsaw Media Group 2005 - 2007
William Blair & Company 1998 - 2001
William Blair and Company 1996 - 1998
Ernst & Young 1994 - 1996
Education
Michigan State University 1991 — 1994
Bachelor of Arts, Accounting
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance
Aldine Capital Partners March 2015 - Present
Range Light LLC 2011 - March 2015
Prairie Capital LP 2001 - 2011
Jigsaw Media Group 2005 - 2007
William Blair & Company 1998 - 2001
William Blair and Company 1996 - 1998
Ernst & Young 1994 - 1996
Education
Michigan State University 1991 — 1994
Bachelor of Arts, Accounting
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance
Richard Behnke Richard Behnke's William Blair & Company Experience June 2014 - Present
Job Implementation Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2014 - Present
Self-Employed April 2012 - Present
Mesirow Financial 1999 - 2012
ABN AMRO Bank N.V. October 1991 - December 1998
Skills
Securities, Equities, Bloomberg, Fixed Income, Capital Markets, Derivatives, Credit, Insurance, Due Diligence, Asset Management, Finance, Risk Management, Financial Analysis, Investment Management, Financial Services, Bonds, Account Reconciliation, Accounting, Accounts Receivable, Administrative..., Analysis, Auditing, Cash Management, FINRA, Financial Markets
Education
Northern Illinois University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
William Blair & Company June 2014 - Present
Self-Employed April 2012 - Present
Mesirow Financial 1999 - 2012
ABN AMRO Bank N.V. October 1991 - December 1998
Skills
Securities, Equities, Bloomberg, Fixed Income, Capital Markets, Derivatives, Credit, Insurance, Due Diligence, Asset Management, Finance, Risk Management, Financial Analysis, Investment Management, Financial Services, Bonds, Account Reconciliation, Accounting, Accounts Receivable, Administrative..., Analysis, Auditing, Cash Management, FINRA, Financial Markets
Education
Northern Illinois University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Marco Hanig Marco Hanig's William Blair & Company Experience January 1999 - December 2007
Job President AQR Funds
Industry Investment Management
Experience
AQR Capital Management June 2008 - Present
William Blair & Company January 1999 - December 2007
First Chicago October 1990 - July 1998
Marakon Associates 1988 - 1990
Bain & Company 1985 - 1988
Skills
Alternative Investments, Asset Managment, Hedge Funds, Mutual Funds, Investments, Investment Management, Series 7, ETFs, Series 63, Fund Of Funds
Education
Massachusetts Institute of Technology 1978 — 1985
Ph.D., Economics
The University of Chicago 1975 — 1978
B.A., Mathematics
AQR Capital Management June 2008 - Present
William Blair & Company January 1999 - December 2007
First Chicago October 1990 - July 1998
Marakon Associates 1988 - 1990
Bain & Company 1985 - 1988
Skills
Alternative Investments, Asset Managment, Hedge Funds, Mutual Funds, Investments, Investment Management, Series 7, ETFs, Series 63, Fund Of Funds
Education
Massachusetts Institute of Technology 1978 — 1985
Ph.D., Economics
The University of Chicago 1975 — 1978
B.A., Mathematics
Patrick Hurless Patrick Hurless's William Blair & Company Experience March 2014 - Present
Job Global Macro Strategies at William Blair & Company
Industry Investment Management
Experience
William Blair & Company March 2014 - Present
UBS Global Asset Management December 2002 - February 2014
UBS Global Asset Management December 1999 - December 2002
Brinson Partners September 1996 - December 1999
Northern Trust November 1992 - September 1996
Education
Northwestern University - Kellogg School of Management 2001 — 2006
MBA, Finance, Decision Science, Analytical Consulting
University of Illinois at Chicago 1986 — 1991
BS, Economics
Lane Technical High School
William Blair & Company March 2014 - Present
UBS Global Asset Management December 2002 - February 2014
UBS Global Asset Management December 1999 - December 2002
Brinson Partners September 1996 - December 1999
Northern Trust November 1992 - September 1996
Education
Northwestern University - Kellogg School of Management 2001 — 2006
MBA, Finance, Decision Science, Analytical Consulting
University of Illinois at Chicago 1986 — 1991
BS, Economics
Lane Technical High School
Kathryn Steiner Kathryn Steiner's William Blair & Company Experience July 2014 - Present
Job at William Blair and Company
Industry Financial Services
Experience
William Blair & Company July 2014 - Present
William Blair and Company March 2011 - Present
Glotel, Inc September 2008 - November 2010
UBS Financial Services May 2005 - August 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
William Blair & Company July 2014 - Present
William Blair and Company March 2011 - Present
Glotel, Inc September 2008 - November 2010
UBS Financial Services May 2005 - August 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
Max Burson's William Blair & Company Experience June 2015 - August 2015
Job Student at Miami University
Industry Financial Services
Experience
William Blair & Company June 2015 - August 2015
Line Honors Yacht Racing Outfitters January 2015 - August 2015
Glencoe Park District May 2014 - August 2014
Park District of Highland Park May 2014 - August 2014
North Shore Yacht Club May 2011 - August 2014
Midtown Athletic Club Bannockburn May 2010 - August 2013
Skills
Research, Strategy, Microsoft Excel, Teamwork, Sailing, Lifeguarding, Social Media, Athletics, Cpr Certified, Sales
Education
Miami University 2012 — 2016
Bachelor’s Degree, Finance and Economics
Highland Park High School 2008 — 2012
High School
William Blair & Company June 2015 - August 2015
Line Honors Yacht Racing Outfitters January 2015 - August 2015
Glencoe Park District May 2014 - August 2014
Park District of Highland Park May 2014 - August 2014
North Shore Yacht Club May 2011 - August 2014
Midtown Athletic Club Bannockburn May 2010 - August 2013
Skills
Research, Strategy, Microsoft Excel, Teamwork, Sailing, Lifeguarding, Social Media, Athletics, Cpr Certified, Sales
Education
Miami University 2012 — 2016
Bachelor’s Degree, Finance and Economics
Highland Park High School 2008 — 2012
High School
Anna Kaszewski's William Blair & Company Experience January 2015 - Present
Job William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2015 - Present
York Solutions, LLC September 2014 - January 2015
JPMorgan Chase March 2012 - September 2014
TCF Bank July 2011 - March 2012
The Men's Wearhouse, Inc March 2008 - July 2011
Skills
Customer Service, Customer Satisfaction, Data Entry, Inventory Management, Retail, Outlook, Call Center, Customer Experience, Sales, Inventory Control, Time Management, Customer Retention, Phone Etiquette, Microsoft Office, Merchandising, Teamwork, Microsoft Excel, Finance, Banking
Education
Lewis University 2012 — 2014
Bachelor of Science (B.S.), Finance, Economics, 3.5 out of 4.0
Moraine Valley Community College 2010 — 2012
Amos Alonzo Stagg High School 2006 — 2010
William Blair & Company January 2015 - Present
York Solutions, LLC September 2014 - January 2015
JPMorgan Chase March 2012 - September 2014
TCF Bank July 2011 - March 2012
The Men's Wearhouse, Inc March 2008 - July 2011
Skills
Customer Service, Customer Satisfaction, Data Entry, Inventory Management, Retail, Outlook, Call Center, Customer Experience, Sales, Inventory Control, Time Management, Customer Retention, Phone Etiquette, Microsoft Office, Merchandising, Teamwork, Microsoft Excel, Finance, Banking
Education
Lewis University 2012 — 2014
Bachelor of Science (B.S.), Finance, Economics, 3.5 out of 4.0
Moraine Valley Community College 2010 — 2012
Amos Alonzo Stagg High School 2006 — 2010
Bogdan (Bo) Ivan Bogdan (Bo) Ivan's William Blair & Company Experience June 2012 - June 2014
Job Sandbox Industries
Industry Venture Capital & Private Equity
Experience
Sandbox Industries February 2015 - Present
Besso Labs January 2014 - November 2014
William Blair & Company June 2012 - June 2014
Campus Solutions Storage & Shipping, Inc. January 2009 - June 2012
William Blair and Company June 2011 - August 2011
RCP Advisors June 2010 - May 2011
Goldman Sachs September 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - February 2010
Skills
Fixed Income, Market Research, Finance, Economics, Analytics, Data Analysis, Private Equity, Bloomberg, Business Strategy, Microsoft Word, Financial Analysis, Financial Modeling, Valuation, Investments, Financial Markets, M&A experience, Hedge Funds, Social Media, Equities, Asset Management, Derivatives, Mergers & Acquisitions, Microsoft Office, Venture Capital, Investment Banking, Series 7, Equity Research, Portfolio Management, Spanish, Trading, Analysis, Corporate Finance, Due Diligence, VBA, PowerPoint, Capital Markets, Stata, Microsoft Excel, Alternative Investments, Corporate Development, Investment Strategies, Business Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Study Abroad
Sandbox Industries February 2015 - Present
Besso Labs January 2014 - November 2014
William Blair & Company June 2012 - June 2014
Campus Solutions Storage & Shipping, Inc. January 2009 - June 2012
William Blair and Company June 2011 - August 2011
RCP Advisors June 2010 - May 2011
Goldman Sachs September 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - February 2010
Skills
Fixed Income, Market Research, Finance, Economics, Analytics, Data Analysis, Private Equity, Bloomberg, Business Strategy, Microsoft Word, Financial Analysis, Financial Modeling, Valuation, Investments, Financial Markets, M&A experience, Hedge Funds, Social Media, Equities, Asset Management, Derivatives, Mergers & Acquisitions, Microsoft Office, Venture Capital, Investment Banking, Series 7, Equity Research, Portfolio Management, Spanish, Trading, Analysis, Corporate Finance, Due Diligence, VBA, PowerPoint, Capital Markets, Stata, Microsoft Excel, Alternative Investments, Corporate Development, Investment Strategies, Business Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Study Abroad
Jeffrey Pettiford Jeffrey Pettiford's William Blair & Company Experience July 2011 - September 2013
Job Managing Member * Investor Relations at Window Rock Capital Partners, LLC
Industry Investment Management
Experience
Window Rock Capital Partners, LLC August 2014 - Present
Squire Partners Inc. June 2010 - July 2014
William Blair & Company July 2011 - September 2013
BNY ConvergEx June 2010 - July 2011
PNC September 2007 - June 2010
BNY ConvergEx * Lynch, Jones & Ryan December 2002 - September 2007
Managers Investment Group September 2000 - December 2002
Skills
Asset Management, Equities, Investments, Hedge Funds, Fixed Income, Investment Management, Finance, Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies, Management, Business Development, Investment Advisory, Financial Services, New Business Development, Wealth Management, Real Estate
Education
North Central College
Bachelor of Arts (B.A.), Marketing
Window Rock Capital Partners, LLC August 2014 - Present
Squire Partners Inc. June 2010 - July 2014
William Blair & Company July 2011 - September 2013
BNY ConvergEx June 2010 - July 2011
PNC September 2007 - June 2010
BNY ConvergEx * Lynch, Jones & Ryan December 2002 - September 2007
Managers Investment Group September 2000 - December 2002
Skills
Asset Management, Equities, Investments, Hedge Funds, Fixed Income, Investment Management, Finance, Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies, Management, Business Development, Investment Advisory, Financial Services, New Business Development, Wealth Management, Real Estate
Education
North Central College
Bachelor of Arts (B.A.), Marketing
Louie Fetch Louie Fetch's William Blair & Company Experience August 2015 - Present
Job Investment Management at William Blair & Company
Industry Investment Management
Experience
William Blair & Company August 2015 - Present
Invesco October 2013 - August 2015
PNC Investments July 2010 - September 2013
Sun Yat-sen Univeristy September 2009 - February 2010
Duke Energy Corporation May 2008 - August 2008
Skills
Investments, Equities, Fixed Income, Mutual Funds, Financial Advisory, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Management, Series 65, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, FINRA, Securities, Bonds, Asset Managment, Derivatives, Alternative Investments
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Economics
Loyola University of Chicago 2007 — 2007
The Beijing Center, Chinese Language
William Blair & Company August 2015 - Present
Invesco October 2013 - August 2015
PNC Investments July 2010 - September 2013
Sun Yat-sen Univeristy September 2009 - February 2010
Duke Energy Corporation May 2008 - August 2008
Skills
Investments, Equities, Fixed Income, Mutual Funds, Financial Advisory, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Management, Series 65, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, FINRA, Securities, Bonds, Asset Managment, Derivatives, Alternative Investments
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Economics
Loyola University of Chicago 2007 — 2007
The Beijing Center, Chinese Language
Mallory Horejs, CFA Mallory Horejs, CFA's William Blair & Company Experience August 2015 - Present
Job Investment Banking Associate at William Blair
Industry Investment Banking
Experience
William Blair & Company August 2015 - Present
Lazard June 2014 - August 2014
Morningstar April 2011 - July 2013
Morningstar July 2009 - May 2011
Sheridan Road Financial July 2008 - September 2008
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Investment Management, Morningstar Direct, Series 7, Finance, Fixed Income
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Pursuing concentrations in Finance, Accounting, and General Management
Northwestern University 2005 — 2009
B.A., History, International Studies & Business
William Blair & Company August 2015 - Present
Lazard June 2014 - August 2014
Morningstar April 2011 - July 2013
Morningstar July 2009 - May 2011
Sheridan Road Financial July 2008 - September 2008
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Investment Management, Morningstar Direct, Series 7, Finance, Fixed Income
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Pursuing concentrations in Finance, Accounting, and General Management
Northwestern University 2005 — 2009
B.A., History, International Studies & Business
Kevin Jacobson's William Blair & Company Experience June 2012 - June 2014
Job Associate at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2014 - Present
William Blair & Company June 2012 - June 2014
PNC Financial Services Group 2011 - 2011
Procter & Gamble 2010 - 2010
Cincinnati Financial Corporation 2009 - 2009
Education
Miami University
Bachelor of Science (B.S.), Finance
Summit Partners July 2014 - Present
William Blair & Company June 2012 - June 2014
PNC Financial Services Group 2011 - 2011
Procter & Gamble 2010 - 2010
Cincinnati Financial Corporation 2009 - 2009
Education
Miami University
Bachelor of Science (B.S.), Finance
Kamryn Klawitter's William Blair & Company Experience May 2014 - August 2014
Job Sales and Trading Intern at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2014 - August 2014
The Dunes Club May 2009 - August 2014
Briar Ridge Country Club May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Accounting, Leadership, Outlook, Marketing, Market Research, Analysis, Event Management, Customer Satisfaction, Public Relations, Sales, Social Networking, Golf Fitness, Golf Courses, Golf Instruction, Golf Clubs, Management, Microsoft Word, PowerPoint, Teamwork, Investments
Education
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Finance
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance, General
William Blair & Company May 2014 - August 2014
The Dunes Club May 2009 - August 2014
Briar Ridge Country Club May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Accounting, Leadership, Outlook, Marketing, Market Research, Analysis, Event Management, Customer Satisfaction, Public Relations, Sales, Social Networking, Golf Fitness, Golf Courses, Golf Instruction, Golf Clubs, Management, Microsoft Word, PowerPoint, Teamwork, Investments
Education
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Finance
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Vincent LoVerde Vincent LoVerde's William Blair & Company Experience June 2013 - July 2013
Job Professional Hockey Player
Industry Sports
Experience
Manchester Monarchs November 2012 - Present
The Dawn Brancheau Foundation July 2010 - Present
William Blair & Company June 2013 - July 2013
Ontario Reign October 2011 - December 2012
Chicago Federation of Labor May 2012 - June 2012
LABORERS International of North America June 2009 - August 2009
Skills
Sports, Sports Management, Facebook, Sports Marketing, Social Media, Microsoft Office, Finance
Education
Miami University 2007 — 2011
Finance, Political Science and Government
Miami University
Manchester Monarchs November 2012 - Present
The Dawn Brancheau Foundation July 2010 - Present
William Blair & Company June 2013 - July 2013
Ontario Reign October 2011 - December 2012
Chicago Federation of Labor May 2012 - June 2012
LABORERS International of North America June 2009 - August 2009
Skills
Sports, Sports Management, Facebook, Sports Marketing, Social Media, Microsoft Office, Finance
Education
Miami University 2007 — 2011
Finance, Political Science and Government
Miami University
Christopher Marquard Christopher Marquard's William Blair & Company Experience October 2014 - Present
Job Public Finance Investment Banking Analyst
Industry Financial Services
Experience
William Blair & Company October 2014 - Present
William Blair & Company March 2013 - October 2014
William Blair and Company November 2010 - March 2013
University of Notre Dame Men's Lacrosse Team September 2007 - November 2010
Dearborn Capital Management June 2009 - August 2009
Village of Glenview, Village Manager's Office May 2007 - August 2007
Skills
Municipal Bonds, DBC, Alternative Investments, Salesforce.com, Economics, PowerPoint, Mutual Funds, Options, Excel, Word, Operations, DTC, Trade Operations
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2010
Bachelor of Arts
Loyola University Maryland 2006 — 2007
William Blair & Company October 2014 - Present
William Blair & Company March 2013 - October 2014
William Blair and Company November 2010 - March 2013
University of Notre Dame Men's Lacrosse Team September 2007 - November 2010
Dearborn Capital Management June 2009 - August 2009
Village of Glenview, Village Manager's Office May 2007 - August 2007
Skills
Municipal Bonds, DBC, Alternative Investments, Salesforce.com, Economics, PowerPoint, Mutual Funds, Options, Excel, Word, Operations, DTC, Trade Operations
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2010
Bachelor of Arts
Loyola University Maryland 2006 — 2007
Li Jiang Li Jiang's William Blair & Company Experience June 2010 - April 2012
Job Global Silicon Valley Venture Capitalist
Industry Venture Capital & Private Equity
Experience
GSV Asset Management May 2012 - Present
Solexel June 2012 - Present
EarlyShares.com May 2014 - Present
Ympact October 2013 - Present
GSVlabs October 2012 - Present
Supplies for Dreams January 2011 - April 2012
William Blair & Company June 2010 - April 2012
Campus Solutions Storage and Shipping April 2007 - December 2011
Morgan Stanley July 2009 - August 2009
Goldman Sachs September 2008 - November 2008
Skills
Start-ups, Venture Capital, Entrepreneurship, Financial Modeling, Leadership, Private Equity, Fundraising, Due Diligence, Renewable Energy, Economics, Corporate Finance, Business Development, Mandarin, Marketing Strategy, Cloud Computing, Kicking Ass, Emerging Markets, Chinese, Cleantech, Nonprofits, Internet of Things, Management, Strategy, Business Strategy, Start-up
Education
Northwestern University 2006 — 2010
B.A, Economics
Tsinghua University 2008 — 2008
Certification in Chinese Language and Culture, Chinese Language and Literature
GSV Asset Management May 2012 - Present
Solexel June 2012 - Present
EarlyShares.com May 2014 - Present
Ympact October 2013 - Present
GSVlabs October 2012 - Present
Supplies for Dreams January 2011 - April 2012
William Blair & Company June 2010 - April 2012
Campus Solutions Storage and Shipping April 2007 - December 2011
Morgan Stanley July 2009 - August 2009
Goldman Sachs September 2008 - November 2008
Skills
Start-ups, Venture Capital, Entrepreneurship, Financial Modeling, Leadership, Private Equity, Fundraising, Due Diligence, Renewable Energy, Economics, Corporate Finance, Business Development, Mandarin, Marketing Strategy, Cloud Computing, Kicking Ass, Emerging Markets, Chinese, Cleantech, Nonprofits, Internet of Things, Management, Strategy, Business Strategy, Start-up
Education
Northwestern University 2006 — 2010
B.A, Economics
Tsinghua University 2008 — 2008
Certification in Chinese Language and Culture, Chinese Language and Literature
Bridget Devereux Bridget Devereux's William Blair & Company Experience May 2015 - Present
Job Human Resources Associate at William Blair & Company
Industry Human Resources
Experience
William Blair & Company May 2015 - Present
Maritz Motivation Solutions August 2014 - April 2015
Maritz Motivation Solutions April 2013 - July 2014
Maritz Motivation Solutions September 2012 - April 2013
Scottrade January 2011 - September 2012
Skills
Customer Service, Microsoft Excel, Recruiting, Social Media, Onboarding, Employee Relations, Human Resources, Workforce Planning, Leadership Development, Deferred Compensation, Employee Engagement, Interviews, Internships, Business Partner Support, Change Management, Performance Appraisal, Management, Analysis, College Recruiting, HRIS, Employment Law
Education
Lindenwood University 2009 — 2013
B.A., Human Resources Management
William Blair & Company May 2015 - Present
Maritz Motivation Solutions August 2014 - April 2015
Maritz Motivation Solutions April 2013 - July 2014
Maritz Motivation Solutions September 2012 - April 2013
Scottrade January 2011 - September 2012
Skills
Customer Service, Microsoft Excel, Recruiting, Social Media, Onboarding, Employee Relations, Human Resources, Workforce Planning, Leadership Development, Deferred Compensation, Employee Engagement, Interviews, Internships, Business Partner Support, Change Management, Performance Appraisal, Management, Analysis, College Recruiting, HRIS, Employment Law
Education
Lindenwood University 2009 — 2013
B.A., Human Resources Management
Lauren Cenko Lauren Cenko's William Blair & Company Experience June 2014 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2014 - Present
William Blair & Company May 2013 - August 2013
Speyside Equity July 2012 - August 2012
Cenko, Vendittelli & Haynes, PLC May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis
Education
Miami University 2010 — 2014
William Blair & Company June 2014 - Present
William Blair & Company May 2013 - August 2013
Speyside Equity July 2012 - August 2012
Cenko, Vendittelli & Haynes, PLC May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis
Education
Miami University 2010 — 2014
Darragh Grogan Darragh Grogan's William Blair & Company Experience January 2011 - Present
Job Lead Quantitative Developer at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2011 - Present
William Blair & Company August 2008 - January 2011
TerraNua May 2007 - July 2008
Accenture April 2005 - April 2007
Compass Group August 2002 - November 2005
Amnesia Razorfish January 2000 - May 2001
Skills
Microsoft SQL Server, Software Engineering, C#, jQuery, JavaScript, HTML 5, C++, Matlab, Java, Performance Tuning, ASP.NET MVC, T-SQL, Quantitative Research, Trading Systems, QuantLib, FIX, Agile Methodologies, ASP.NET, AJAX, Tomcat, Web Development, SQL
Education
University College Dublin 2008 — 2011
Master of Science (M.S.), Advanced Software Engineering
National University of Ireland, Galway 1998 — 1999
Higher Diploma in Applied Science, Software Development and Design
National University of Ireland, Galway 1995 — 1998
Bachelor of Commerce (B.Com.), Accounting and Computer Science
William Blair & Company January 2011 - Present
William Blair & Company August 2008 - January 2011
TerraNua May 2007 - July 2008
Accenture April 2005 - April 2007
Compass Group August 2002 - November 2005
Amnesia Razorfish January 2000 - May 2001
Skills
Microsoft SQL Server, Software Engineering, C#, jQuery, JavaScript, HTML 5, C++, Matlab, Java, Performance Tuning, ASP.NET MVC, T-SQL, Quantitative Research, Trading Systems, QuantLib, FIX, Agile Methodologies, ASP.NET, AJAX, Tomcat, Web Development, SQL
Education
University College Dublin 2008 — 2011
Master of Science (M.S.), Advanced Software Engineering
National University of Ireland, Galway 1998 — 1999
Higher Diploma in Applied Science, Software Development and Design
National University of Ireland, Galway 1995 — 1998
Bachelor of Commerce (B.Com.), Accounting and Computer Science
Stephen Davlantes Stephen Davlantes's William Blair & Company Experience November 2011 - February 2014
Job Business Analyst at HarbourVest Partners
Industry Computer Software
Experience
HarbourVest Partners March 2015 - Present
L.E.K. Consulting February 2014 - March 2015
William Blair & Company November 2011 - February 2014
William Blair & Company November 2011 - September 2012
Group One Trading, LP February 2011 - July 2011
Skills
Portfolio Management, Business Analysis, SharePoint, Trading, Options, Leadership, CRM, Vendor Management, Project Management, Management, Salesforce.com, Tableau, Customer Service, Data Analysis, Databases, Microsoft Excel, Microsoft Office, Access
Education
Loyola University of Chicago 2010 — 2012
M.S., Computer Science
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
HarbourVest Partners March 2015 - Present
L.E.K. Consulting February 2014 - March 2015
William Blair & Company November 2011 - February 2014
William Blair & Company November 2011 - September 2012
Group One Trading, LP February 2011 - July 2011
Skills
Portfolio Management, Business Analysis, SharePoint, Trading, Options, Leadership, CRM, Vendor Management, Project Management, Management, Salesforce.com, Tableau, Customer Service, Data Analysis, Databases, Microsoft Excel, Microsoft Office, Access
Education
Loyola University of Chicago 2010 — 2012
M.S., Computer Science
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Debra Schalk Debra Schalk's William Blair & Company Experience March 2014 - Present
Job Head Retail Trader at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2014 - Present
Citi June 1997 - October 2013
Stifel Financial Corp. 1996 - 1997
Morgan Stanley July 1994 - February 1996
Invest Financial June 1989 - June 1994
Midwest Financial Group June 1986 - June 1989
Skills
Fixed Income, Portfolio Management, Bonds, Series 63, Investments, Series 24, Series 65, Municipal Bonds, High Net Worth..., Securities, Series 7, Series 53, Excellent sales,..., Training & Support for..., Strong team..., portfolio construction, profiling advisors and..., identify needs and..., Trading, FINRA, Capital Markets, Bloomberg, Asset Management
Education
Northwestern University 2009 — 2010
Certificate, College of Financial Planning
University of Illinois Springfield 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
William Blair & Company March 2014 - Present
Citi June 1997 - October 2013
Stifel Financial Corp. 1996 - 1997
Morgan Stanley July 1994 - February 1996
Invest Financial June 1989 - June 1994
Midwest Financial Group June 1986 - June 1989
Skills
Fixed Income, Portfolio Management, Bonds, Series 63, Investments, Series 24, Series 65, Municipal Bonds, High Net Worth..., Securities, Series 7, Series 53, Excellent sales,..., Training & Support for..., Strong team..., portfolio construction, profiling advisors and..., identify needs and..., Trading, FINRA, Capital Markets, Bloomberg, Asset Management
Education
Northwestern University 2009 — 2010
Certificate, College of Financial Planning
University of Illinois Springfield 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Andrew Jessen Andrew Jessen's William Blair & Company Experience August 2004 - Present
Job Managing Director at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2004 - Present
Accenture 2000 - 2002
Accenture 2000 - 2002
Skills
Investment Banking, Merger & Acquisition..., Financing Advisory, Private Equity, Corporate Development
Education
The University of Chicago Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Middlebury College 1993 — 1997
Bachelor of Arts (BA), East Asian Studies and Economics
William Blair & Company August 2004 - Present
Accenture 2000 - 2002
Accenture 2000 - 2002
Skills
Investment Banking, Merger & Acquisition..., Financing Advisory, Private Equity, Corporate Development
Education
The University of Chicago Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Middlebury College 1993 — 1997
Bachelor of Arts (BA), East Asian Studies and Economics
Andres Bethencourt Andres Bethencourt's William Blair & Company Experience March 2010 - July 2012
Job Private Equity Vice President at Amzak Capital Management
Industry Investment Management
Experience
Amzak Capital Management June 2015 - Present
Amzak August 2012 - June 2015
William Blair & Company March 2010 - July 2012
Skills
LBO, Private Equity, Valuation, Financial Modeling, Investment Banking, Equities, Capital Markets, Corporate Finance, Bloomberg, Due Diligence, Venture Capital, Investments, Mergers & Acquisitions, Financial Analysis, Equity Research, Finance
Education
NYU 2007 — 2010
Bachelor's Degree, Finance, General
Villanova University 2005 — 2007
Amzak Capital Management June 2015 - Present
Amzak August 2012 - June 2015
William Blair & Company March 2010 - July 2012
Skills
LBO, Private Equity, Valuation, Financial Modeling, Investment Banking, Equities, Capital Markets, Corporate Finance, Bloomberg, Due Diligence, Venture Capital, Investments, Mergers & Acquisitions, Financial Analysis, Equity Research, Finance
Education
NYU 2007 — 2010
Bachelor's Degree, Finance, General
Villanova University 2005 — 2007
Radu Cret Radu Cret's William Blair & Company Experience June 2012 - June 2014
Job Associate at GTCR LLC
Industry Investment Banking
Experience
GTCR LLC July 2014 - Present
William Blair & Company June 2012 - June 2014
Kellogg School of Management November 2011 - June 2012
Billow Butler & Company June 2011 - September 2011
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
GTCR LLC July 2014 - Present
William Blair & Company June 2012 - June 2014
Kellogg School of Management November 2011 - June 2012
Billow Butler & Company June 2011 - September 2011
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Mark Morehouse Mark Morehouse's William Blair & Company Experience April 2012 - Present
Job Managing Director at William Blair & Company
Industry Banking
Experience
William Blair & Company April 2012 - Present
Credit Suisse August 2001 - March 2012
Condea Vista June 1987 - August 1999
Skills
Corporate Finance, Strategic Advisory, Airlines, Airports, Infrastructure Projects, Equity Capital Markets, Private Placements, Transportation, Debt Capital Markets, Mergers, Sell-side Advisory, Buy-side Advisory, Latin America, Privatization, Sell Side, Capital Markets, Mergers & Acquisitions, Buy-side, Private Equity
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General
Rice University 1983 — 1987
Bachelor of Science (BS), Chemical Engineering
William Blair & Company April 2012 - Present
Credit Suisse August 2001 - March 2012
Condea Vista June 1987 - August 1999
Skills
Corporate Finance, Strategic Advisory, Airlines, Airports, Infrastructure Projects, Equity Capital Markets, Private Placements, Transportation, Debt Capital Markets, Mergers, Sell-side Advisory, Buy-side Advisory, Latin America, Privatization, Sell Side, Capital Markets, Mergers & Acquisitions, Buy-side, Private Equity
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General
Rice University 1983 — 1987
Bachelor of Science (BS), Chemical Engineering
Jeff Akers Jeff Akers's William Blair & Company Experience 1999 - 2000
Job Partner at Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners April 2006 - Present
LEK Consulting August 2004 - April 2006
William Blair Capital Partners 2000 - 2002
William Blair & Company 1999 - 2000
SunTrust Equitable Securities 1997 - 1999
Skills
Private Equity, Due Diligence, Investments, Venture Capital, Valuation
Education
Kellogg School of Management 2002 — 2004
MBA
Indiana University 1993 — 1997
BS
Adams Street Partners April 2006 - Present
LEK Consulting August 2004 - April 2006
William Blair Capital Partners 2000 - 2002
William Blair & Company 1999 - 2000
SunTrust Equitable Securities 1997 - 1999
Skills
Private Equity, Due Diligence, Investments, Venture Capital, Valuation
Education
Kellogg School of Management 2002 — 2004
MBA
Indiana University 1993 — 1997
BS
Meghan Hartsell's William Blair & Company Experience May 2013 - Present
Job Travel Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2013 - Present
William Blair & Company July 2011 - May 2013
WAN-IFRA March 2011 - May 2011
The Doings/ Pioneer Press September 2010 - May 2011
Loras College May 2010 - August 2010
McGraw-Hill Higher Education July 2008 - May 2010
Skills
Access, Creative Writing, Editing, Copy Editing, Market Research, Editorial, Proofreading, Storytelling, Facebook, French, Interviews, Marketing, Press Releases, Public Speaking, Research, Social Media, Social Networking
Education
Institut catholique de Paris 2009 — 2011
French Language
Loras College 2006 — 2010
BA, English Literature and Creative Writing
St. Ignatius College Prep 2002 — 2006
High School Diploma
St. Ignatius College Prep
William Blair & Company May 2013 - Present
William Blair & Company July 2011 - May 2013
WAN-IFRA March 2011 - May 2011
The Doings/ Pioneer Press September 2010 - May 2011
Loras College May 2010 - August 2010
McGraw-Hill Higher Education July 2008 - May 2010
Skills
Access, Creative Writing, Editing, Copy Editing, Market Research, Editorial, Proofreading, Storytelling, Facebook, French, Interviews, Marketing, Press Releases, Public Speaking, Research, Social Media, Social Networking
Education
Institut catholique de Paris 2009 — 2011
French Language
Loras College 2006 — 2010
BA, English Literature and Creative Writing
St. Ignatius College Prep 2002 — 2006
High School Diploma
St. Ignatius College Prep
Capucine (Cappy) Price Capucine (Cappy) Price's William Blair & Company Experience 1996 - 2005
Job Consultant, Asset Allocation
Industry Fine Art
Experience
Capucine Price Consulting 2005 - Present
Author May 2009 - June 2009
William Blair & Company 1996 - 2005
Brinson Partners June 1993 - October 1996
Skills
Valuation, Alternative Assets, Stock Valuation, Asset Managment, Investments, Portfolio Management, Investment Management, Equities, Emerging Artists, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Investment Strategies, Asset Allocation, Equity Research, Investment Advisory, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1989 — 1992
M.M., International Finance
The University of Chicago 1988 — 1989
M.A., International Economics
University of Michigan 1978 — 1982
B.A., Economics
Capucine Price Consulting 2005 - Present
Author May 2009 - June 2009
William Blair & Company 1996 - 2005
Brinson Partners June 1993 - October 1996
Skills
Valuation, Alternative Assets, Stock Valuation, Asset Managment, Investments, Portfolio Management, Investment Management, Equities, Emerging Artists, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Investment Strategies, Asset Allocation, Equity Research, Investment Advisory, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1989 — 1992
M.M., International Finance
The University of Chicago 1988 — 1989
M.A., International Economics
University of Michigan 1978 — 1982
B.A., Economics
Alan Rosenthal Alan Rosenthal's William Blair & Company Experience 2012 - 2013
Job Legal Recruiter at Lucas Group
Industry Human Resources
Experience
Lucas Group January 2015 - June 2015
SNI Financial 2014 - 2014
William Blair & Company 2012 - 2013
J.P. Morgan Private Bank 2004 - 2011
First Investors Corporation 2000 - 2004
Skills
Legal Search, Executive Search, Recruiting, Estate Planning, New Business Development, Portfolio Management, Investments, Mutual Funds, Securities, Wealth Management, Equities, Trust Services, Charitable Trusts, Asset Managment
Education
Michigan State University
James Madison College (MSU College of Public Affairs)
University of Detroit Mercy School of Law
Law
Lucas Group January 2015 - June 2015
SNI Financial 2014 - 2014
William Blair & Company 2012 - 2013
J.P. Morgan Private Bank 2004 - 2011
First Investors Corporation 2000 - 2004
Skills
Legal Search, Executive Search, Recruiting, Estate Planning, New Business Development, Portfolio Management, Investments, Mutual Funds, Securities, Wealth Management, Equities, Trust Services, Charitable Trusts, Asset Managment
Education
Michigan State University
James Madison College (MSU College of Public Affairs)
University of Detroit Mercy School of Law
Law
Donald Hullinger Donald Hullinger's William Blair & Company Experience June 2000 - March 2008
Job IT Director Client Support Services, Corporate & New Technologies
Industry Information Technology and Services
Experience
William Blair & Company, LLC March 2008 - Present
William Blair & Company June 2000 - March 2008
William Blair & Company April 1999 - June 2000
Applied Systems September 1997 - April 1999
On-Line Software March 1995 - September 1997
Skills
Windows, Help Desk Support, Mobile Devices, Laptops, Antivirus, SharePoint, Infrastructure, Active Directory, Sales, Business Analysis
Education
Miami University 1990 — 1994
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lincoln-Way 1986 — 1990
William Blair & Company, LLC March 2008 - Present
William Blair & Company June 2000 - March 2008
William Blair & Company April 1999 - June 2000
Applied Systems September 1997 - April 1999
On-Line Software March 1995 - September 1997
Skills
Windows, Help Desk Support, Mobile Devices, Laptops, Antivirus, SharePoint, Infrastructure, Active Directory, Sales, Business Analysis
Education
Miami University 1990 — 1994
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lincoln-Way 1986 — 1990
Jim Gaull Jim Gaull's William Blair & Company Experience December 2003 - June 2007
Job Senior Developer at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios June 2007 - Present
William Blair & Company December 2003 - June 2007
Wachovia Securities April 2003 - December 2003
Genisys Consulting May 1998 - December 2003
Genisys Consulting May 1998 - December 2003
Watson Wyatt April 2002 - April 2003
Wachovia Securities 2003 - 2003
Zurich Scudder Investments April 2000 - April 2002
Deutsche Bank January 2000 - April 2002
Stein Roe Investments May 1998 - January 2000
Skills
SQL Server, C#, .NET, DTS, ADO, SQL, XML, Windows, Excel, Microsoft Office, ETL, Data Warehousing, Application Development, Database Development, Requirements Analysis, User Interface Design, Fixed Income, ASP.NET, Visual Studio, T-SQL, SSRS, SSIS, Visual Basic, ASP, Crystal Reports, VB.NET, Bloomberg TOMS, Software Project..., WCF, Microsoft CRM, CRM, Business Analysis, VBA, Database Design, Business Intelligence, WPF, LINQ, Stored Procedures, ASP.NET MVC, Project Management, WinForms, Web Services, SDLC, Software Documentation, Microsoft SQL Server, Oracle, Requirements Gathering, Microsoft Excel, Sybase, Access
Education
Northern Illinois University 1994 — 1998
Bachelor Degree, Computer Science
Northern Illinois University 1994 — 1998
Bachelor of Science, Computer Science
First Trust Portfolios June 2007 - Present
William Blair & Company December 2003 - June 2007
Wachovia Securities April 2003 - December 2003
Genisys Consulting May 1998 - December 2003
Genisys Consulting May 1998 - December 2003
Watson Wyatt April 2002 - April 2003
Wachovia Securities 2003 - 2003
Zurich Scudder Investments April 2000 - April 2002
Deutsche Bank January 2000 - April 2002
Stein Roe Investments May 1998 - January 2000
Skills
SQL Server, C#, .NET, DTS, ADO, SQL, XML, Windows, Excel, Microsoft Office, ETL, Data Warehousing, Application Development, Database Development, Requirements Analysis, User Interface Design, Fixed Income, ASP.NET, Visual Studio, T-SQL, SSRS, SSIS, Visual Basic, ASP, Crystal Reports, VB.NET, Bloomberg TOMS, Software Project..., WCF, Microsoft CRM, CRM, Business Analysis, VBA, Database Design, Business Intelligence, WPF, LINQ, Stored Procedures, ASP.NET MVC, Project Management, WinForms, Web Services, SDLC, Software Documentation, Microsoft SQL Server, Oracle, Requirements Gathering, Microsoft Excel, Sybase, Access
Education
Northern Illinois University 1994 — 1998
Bachelor Degree, Computer Science
Northern Illinois University 1994 — 1998
Bachelor of Science, Computer Science
Jonathan Saurage's William Blair & Company Experience November 2004 - July 2012
Job Senior Digital Product Manager Omnichannel at U.S. Bank
Industry Financial Services
Experience
U.S. Bank September 2012 - Present
William Blair & Company November 2004 - July 2012
William Blair and Company October 2000 - November 2004
Skills
Online Marketing..., Marketing Strategy, Data-driven Decision..., Digital Marketing, Marketing Communications, Marketing Analytics, Product Marketing, Email Marketing, Project Planning, Project Management, Digital Project..., Financial Analysis, Vendor Management, Vendor Relationships, Vendor Contracts, Superior Client Service, CRM Integration, CRM, Portal Development, Product Life Cycle, eCRM, Product Development, Product Management, Product Design, Product Launch, Client Retention..., Positioning, User Experience, Cross-functional Team..., Segmentation, Analytics, Competitive Analysis
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Accounting & Finance
Miami University 1995 — 2000
B.S., Marketing, Organizational Behavior
U.S. Bank September 2012 - Present
William Blair & Company November 2004 - July 2012
William Blair and Company October 2000 - November 2004
Skills
Online Marketing..., Marketing Strategy, Data-driven Decision..., Digital Marketing, Marketing Communications, Marketing Analytics, Product Marketing, Email Marketing, Project Planning, Project Management, Digital Project..., Financial Analysis, Vendor Management, Vendor Relationships, Vendor Contracts, Superior Client Service, CRM Integration, CRM, Portal Development, Product Life Cycle, eCRM, Product Development, Product Management, Product Design, Product Launch, Client Retention..., Positioning, User Experience, Cross-functional Team..., Segmentation, Analytics, Competitive Analysis
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Accounting & Finance
Miami University 1995 — 2000
B.S., Marketing, Organizational Behavior
DeeDee Myers DeeDee Myers's William Blair & Company Experience June 2012 - August 2012
Job Analyst at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2015 - Present
BMO Harris Bank July 2014 - May 2015
Brownson, Rehmus & Foxworth July 2013 - March 2014
William Blair & Company June 2012 - August 2012
J.P. Morgan June 2010 - July 2010
Education
Middlebury College 2011 — 2013
Bachelor of Arts (B.A.), Economics; Minored in Spanish, Magna Cum Laude
University of Michigan 2009 — 2010
New Trier Township High School 2005 — 2009
BMO Harris Bank June 2015 - Present
BMO Harris Bank July 2014 - May 2015
Brownson, Rehmus & Foxworth July 2013 - March 2014
William Blair & Company June 2012 - August 2012
J.P. Morgan June 2010 - July 2010
Education
Middlebury College 2011 — 2013
Bachelor of Arts (B.A.), Economics; Minored in Spanish, Magna Cum Laude
University of Michigan 2009 — 2010
New Trier Township High School 2005 — 2009
Lynn Brens's William Blair & Company Experience September 2012 - Present
Job Marketing at William Blair & Company
Industry Investment Management
Experience
William Blair & Company September 2012 - Present
PR Newswire April 2012 - September 2012
AMG Funds September 2007 - April 2012
AMG Funds September 2007 - January 2010
RR Donnelley April 1999 - September 2007
CDW July 1996 - September 1998
Skills
Email Marketing, Salesforce.com, Microsoft Excel, Series 24, Series 63, Series 7, Series 6, FINRA knowledge, SEC filings, Writing, Editing, Creating Strategic..., Direct Mail Campaigns, Print Production, Special Events..., Miller Heiman Alumni, Miller-Heiman Strategic..., Website Updating, Advertising, Event Management, CRM, Sales, PowerPoint, Strategy
Education
Northern Illinois University 1992 — 1996
BA, Communications, English
William Blair & Company September 2012 - Present
PR Newswire April 2012 - September 2012
AMG Funds September 2007 - April 2012
AMG Funds September 2007 - January 2010
RR Donnelley April 1999 - September 2007
CDW July 1996 - September 1998
Skills
Email Marketing, Salesforce.com, Microsoft Excel, Series 24, Series 63, Series 7, Series 6, FINRA knowledge, SEC filings, Writing, Editing, Creating Strategic..., Direct Mail Campaigns, Print Production, Special Events..., Miller Heiman Alumni, Miller-Heiman Strategic..., Website Updating, Advertising, Event Management, CRM, Sales, PowerPoint, Strategy
Education
Northern Illinois University 1992 — 1996
BA, Communications, English
Charlie Trotier's William Blair & Company Experience May 2015 - August 2015
Job Incoming Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2015 - August 2015
Private Tutor May 2014 - January 2015
Nationwide Insurance May 2014 - August 2014
Transition Products, Inc. ( TPI ) May 2013 - August 2013
Skills
Financial Analysis, Mathematics, Customer Service, Microsoft Excel, Access, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teamwork, English, Financial Modeling
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Major: Finance, Minor: Economics, 3.94 GPA
Upper Arlington High School 2008 — 2012
William Blair & Company May 2015 - August 2015
Private Tutor May 2014 - January 2015
Nationwide Insurance May 2014 - August 2014
Transition Products, Inc. ( TPI ) May 2013 - August 2013
Skills
Financial Analysis, Mathematics, Customer Service, Microsoft Excel, Access, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teamwork, English, Financial Modeling
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Major: Finance, Minor: Economics, 3.94 GPA
Upper Arlington High School 2008 — 2012
Benjamin Breed's William Blair & Company Experience June 2009 - August 2009
Job Account Development Manager at Forrester Research
Industry Marketing and Advertising
Experience
Forrester Research March 2015 - Present
NorBella June 2014 - March 2015
DigitasLBi_US November 2013 - June 2014
Blitz Media March 2013 - November 2013
Blitz Media March 2012 - March 2013
Chase Technology Consultants, LLC October 2010 - March 2012
Putnam Investments 2010 - 2010
William Blair & Company June 2009 - August 2009
Cadence Capital Management February 2005 - June 2005
Skills
Social Media Marketing, Marketing Communications, Public Relations, Salary Negotiation, Entrepreneurship, Customer Relations, Contract Negotiation, Consultancy, Web Content, Blogging, Social Networking, Social Media, Cold Calling, Salesforce.com, Interviewing, Lead Generation, Business Ethics, New Business Development, Email Marketing, Sourcing, Wordpress, Digital Marketing, Customer Service, WordPress, Business Development, Facebook, SEO, CRM, Strategy, Account Management, Benefits Negotiation, Marketing, SEM, Sales, Interviews, Advertising
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor's in Business Administration, Marketing
Marblehead High School 2000 — 2004
Syracuse University
Forrester Research March 2015 - Present
NorBella June 2014 - March 2015
DigitasLBi_US November 2013 - June 2014
Blitz Media March 2013 - November 2013
Blitz Media March 2012 - March 2013
Chase Technology Consultants, LLC October 2010 - March 2012
Putnam Investments 2010 - 2010
William Blair & Company June 2009 - August 2009
Cadence Capital Management February 2005 - June 2005
Skills
Social Media Marketing, Marketing Communications, Public Relations, Salary Negotiation, Entrepreneurship, Customer Relations, Contract Negotiation, Consultancy, Web Content, Blogging, Social Networking, Social Media, Cold Calling, Salesforce.com, Interviewing, Lead Generation, Business Ethics, New Business Development, Email Marketing, Sourcing, Wordpress, Digital Marketing, Customer Service, WordPress, Business Development, Facebook, SEO, CRM, Strategy, Account Management, Benefits Negotiation, Marketing, SEM, Sales, Interviews, Advertising
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor's in Business Administration, Marketing
Marblehead High School 2000 — 2004
Syracuse University
Peter Carl's William Blair & Company Experience August 2006 - Present
Job Portfolio manager
Industry Investment Management
Experience
William Blair & Company August 2006 - Present
R/Finance 2008 - Present
Explorer Fund Advisors, LLC September 2002 - July 2006
UBS/O'Connor and Associates 1986 - 2001
Skills
R, excel, Portfolio Management, Performance Analysis, Hedge Funds, Risk Management, Strategy Development, Proprietary Trading, Investments, Microsoft Excel, Strategy, Investment Strategies, Investment Banking, Management, Options, Analysis, Finance, Asset Allocation, Trading, Fixed Income, Quantitative Analytics, Capital Markets, Derivatives, Equities, Securities, Hedging, Alternative Investments, Economics
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA
Northwestern University
BSc
William Blair & Company August 2006 - Present
R/Finance 2008 - Present
Explorer Fund Advisors, LLC September 2002 - July 2006
UBS/O'Connor and Associates 1986 - 2001
Skills
R, excel, Portfolio Management, Performance Analysis, Hedge Funds, Risk Management, Strategy Development, Proprietary Trading, Investments, Microsoft Excel, Strategy, Investment Strategies, Investment Banking, Management, Options, Analysis, Finance, Asset Allocation, Trading, Fixed Income, Quantitative Analytics, Capital Markets, Derivatives, Equities, Securities, Hedging, Alternative Investments, Economics
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA
Northwestern University
BSc
Mark Maidlow's William Blair & Company Experience November 2013 - Present
Job William Blair & Company
Industry Computer Software
Experience
William Blair & Company November 2013 - Present
Cloud Sherpas June 2013 - October 2013
Guidance Software January 2012 - February 2013
CDC Software December 2010 - December 2011
CDC Software February 2008 - December 2010
CDC Software October 2006 - February 2008
Pivotal Corporation January 2002 - September 2006
Pivotal Corporation June 1999 - December 2001
ParagonCo 1993 - 1999
Skills
Enterprise Software, CRM, Professional Services, Strategy, SaaS, Consulting, Salesforce.com, Management, Cloud Computing, Software Project..., Business Process, Solution Selling, Integration, Business Analysis, Cross-functional Team..., Enterprise Architecture, Analytics, Pre-sales, SDLC, Requirements Analysis, Process Improvement, Customer Service, Product Management, Team Leadership, Program Management, Leadership, Software Implementation, P&L Management, Team Management, IT Strategy, Agile Methodologies, Vendor Management, Agile Project Management, Solution Architecture, Management Consulting, Executive Management, ERP, Selling, Change Management, Business Intelligence, Outsourcing, Business Process..., Business Management, Customer Relations, CRM software, Requirements Gathering, Marketing Automation, Essbase
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
MBA
Miami University 1988 — 1992
BS
St. Francis de Sales High School 1984 — 1988
William Blair & Company November 2013 - Present
Cloud Sherpas June 2013 - October 2013
Guidance Software January 2012 - February 2013
CDC Software December 2010 - December 2011
CDC Software February 2008 - December 2010
CDC Software October 2006 - February 2008
Pivotal Corporation January 2002 - September 2006
Pivotal Corporation June 1999 - December 2001
ParagonCo 1993 - 1999
Skills
Enterprise Software, CRM, Professional Services, Strategy, SaaS, Consulting, Salesforce.com, Management, Cloud Computing, Software Project..., Business Process, Solution Selling, Integration, Business Analysis, Cross-functional Team..., Enterprise Architecture, Analytics, Pre-sales, SDLC, Requirements Analysis, Process Improvement, Customer Service, Product Management, Team Leadership, Program Management, Leadership, Software Implementation, P&L Management, Team Management, IT Strategy, Agile Methodologies, Vendor Management, Agile Project Management, Solution Architecture, Management Consulting, Executive Management, ERP, Selling, Change Management, Business Intelligence, Outsourcing, Business Process..., Business Management, Customer Relations, CRM software, Requirements Gathering, Marketing Automation, Essbase
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
MBA
Miami University 1988 — 1992
BS
St. Francis de Sales High School 1984 — 1988
Dan Shedivy's William Blair & Company Experience February 2015 - Present
Job
Industry Investment Banking
Experience
William Blair & Company February 2015 - Present
William Blair & Company January 2012 - Present
William Blair and Company January 2010 - February 2012
King Sports Enterprises January 2009 - January 2010
Glacier Bay Capital September 2007 - July 2008
JP Morgan Proprietary Equities May 2006 - September 2007
Basswood Capital Management May 2004 - May 2006
McKinsey & Co. September 2002 - May 2004
William Blair & Co. May 1999 - September 2000
Accenture Strategic Services August 1997 - May 1999
Skills
Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Leveraged Finance, Investments, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 2000 — 2002
M.B.A., Finance, Accounting, Strategy, Decision Sciences
Northwestern University 1993 — 1997
B.A., Economics
William Blair & Company February 2015 - Present
William Blair & Company January 2012 - Present
William Blair and Company January 2010 - February 2012
King Sports Enterprises January 2009 - January 2010
Glacier Bay Capital September 2007 - July 2008
JP Morgan Proprietary Equities May 2006 - September 2007
Basswood Capital Management May 2004 - May 2006
McKinsey & Co. September 2002 - May 2004
William Blair & Co. May 1999 - September 2000
Accenture Strategic Services August 1997 - May 1999
Skills
Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Leveraged Finance, Investments, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 2000 — 2002
M.B.A., Finance, Accounting, Strategy, Decision Sciences
Northwestern University 1993 — 1997
B.A., Economics
Joseph Clarke, SPHR & CCP's William Blair & Company Experience June 2000 - August 2002
Job Compensation Manager at CPS Energy
Industry Human Resources
Experience
CPS Energy May 2013 - Present
CHRISTUS Health September 2011 - May 2013
Bloomin' Brands Inc October 2009 - July 2011
Gerdau Ameristeel April 2008 - October 2009
accenture May 2007 - March 2008
USAA January 2005 - May 2007
Fiskars August 2002 - December 2003
William Blair & Company June 2000 - August 2002
The Capital Group 1997 - 2000
Skills
M&A analysis, M&A support, Performance Management, Executive Pay, Deferred Compensation, Incentive Programs, Variable Pay Design, Compensation Structure..., Certified Compensation..., Benefits Administration, Benefits Design, Qualified Retirement..., HRIS Database Management, PeopleSoft, ADP Payroll, SAP HR, Project Management, Process Management, Change Management, Analysis, SPHR, HRIS, Organizational..., Compensation & Benefit, Payroll, Personnel Management, Workforce Planning, Succession Planning, Compensation Structures
Education
The University of Texas at San Antonio 2006 — 2008
MBA, Finance
St. Mary's University 1998 — 2000
Masters, Industrial & Organizational Psychology
Marquette University 1993 — 1997
B.A., Psychology
CPS Energy May 2013 - Present
CHRISTUS Health September 2011 - May 2013
Bloomin' Brands Inc October 2009 - July 2011
Gerdau Ameristeel April 2008 - October 2009
accenture May 2007 - March 2008
USAA January 2005 - May 2007
Fiskars August 2002 - December 2003
William Blair & Company June 2000 - August 2002
The Capital Group 1997 - 2000
Skills
M&A analysis, M&A support, Performance Management, Executive Pay, Deferred Compensation, Incentive Programs, Variable Pay Design, Compensation Structure..., Certified Compensation..., Benefits Administration, Benefits Design, Qualified Retirement..., HRIS Database Management, PeopleSoft, ADP Payroll, SAP HR, Project Management, Process Management, Change Management, Analysis, SPHR, HRIS, Organizational..., Compensation & Benefit, Payroll, Personnel Management, Workforce Planning, Succession Planning, Compensation Structures
Education
The University of Texas at San Antonio 2006 — 2008
MBA, Finance
St. Mary's University 1998 — 2000
Masters, Industrial & Organizational Psychology
Marquette University 1993 — 1997
B.A., Psychology
Steve Siler's William Blair & Company Experience April 2013 - Present
Job
Industry Financial Services
Experience
William Blair & Company April 2013 - Present
Flagship Rail Services, LLC fka AIG Rail Services, Inc. September 2007 - March 2013
AIG Rail Services, Inc. September 2007 - May 2011
Express Swim Team August 2006 - May 2009
Hypercast Networks May 2005 - August 2007
Schalz Swim School August 2005 - September 2006
YMCA of Metropolitan Chicago August 2003 - August 2005
Skills
Customer Service, Microsoft Excel, Project Management, Strategic Planning, Microsoft Office, Statistics, Coaching, Process Improvement, Operations Management, Visio, Change Management, Training, Salesforce.com, Data Analysis, Databases, Access, Management, Program Management, Inventory Management, Budgets, CRM, Forecasting, Analysis, Integration, Sales, Business Process, Financial Modeling, ERP
Education
Keller Graduate School of Management 2004 — 2007
Masters, Business Administration
University of Pittsburgh 1997 — 2003
BA, Interdisciplinary Studies
Westmont High School 1993 — 1997
High School Diploma
William Blair & Company April 2013 - Present
Flagship Rail Services, LLC fka AIG Rail Services, Inc. September 2007 - March 2013
AIG Rail Services, Inc. September 2007 - May 2011
Express Swim Team August 2006 - May 2009
Hypercast Networks May 2005 - August 2007
Schalz Swim School August 2005 - September 2006
YMCA of Metropolitan Chicago August 2003 - August 2005
Skills
Customer Service, Microsoft Excel, Project Management, Strategic Planning, Microsoft Office, Statistics, Coaching, Process Improvement, Operations Management, Visio, Change Management, Training, Salesforce.com, Data Analysis, Databases, Access, Management, Program Management, Inventory Management, Budgets, CRM, Forecasting, Analysis, Integration, Sales, Business Process, Financial Modeling, ERP
Education
Keller Graduate School of Management 2004 — 2007
Masters, Business Administration
University of Pittsburgh 1997 — 2003
BA, Interdisciplinary Studies
Westmont High School 1993 — 1997
High School Diploma
John Pickens's William Blair & Company Experience December 2012 - Present
Job Fixed Income Sales at William Blair & Co, LLC
Industry Financial Services
Experience
William Blair & Company December 2012 - Present
UBS Investment Bank August 2007 - October 2012
UBS Investment Bank August 2005 - August 2007
UBS Investment Bank August 2006 - December 2006
Skills
Fixed Income, Equities, Investment Banking, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Credit Derivatives, Trading, Financial Modeling, Structured Products, Portfolio Management, High Yield, Valuation, Series 7, Corporate Finance, FX Options, Investments, Asset Managment, Financial Structuring, Series 63
Education
Northwestern University 2001 — 2005
Bachelor of Science (B.S.), Communication, General
William Blair & Company December 2012 - Present
UBS Investment Bank August 2007 - October 2012
UBS Investment Bank August 2005 - August 2007
UBS Investment Bank August 2006 - December 2006
Skills
Fixed Income, Equities, Investment Banking, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Credit Derivatives, Trading, Financial Modeling, Structured Products, Portfolio Management, High Yield, Valuation, Series 7, Corporate Finance, FX Options, Investments, Asset Managment, Financial Structuring, Series 63
Education
Northwestern University 2001 — 2005
Bachelor of Science (B.S.), Communication, General
Harleen Sidhu's William Blair & Company Experience November 2005 - June 2007
Job Studying towards Physician's Assistant M.M.S.
Industry Hospital & Health Care
Experience
Neuberger Berman August 2011 - April 2014
William Blair & Company November 2005 - June 2007
Smith Barney April 2005 - June 2005
Merrill Lynch March 2005 - May 2005
Education
University of Houston, C.T. Bauer College of Business 2002 — 2004
BBA, Finance & Management
Mohawk College 1998 — 2001
3-Yr. Business Administration Diploma, Business Administration
Neuberger Berman August 2011 - April 2014
William Blair & Company November 2005 - June 2007
Smith Barney April 2005 - June 2005
Merrill Lynch March 2005 - May 2005
Education
University of Houston, C.T. Bauer College of Business 2002 — 2004
BBA, Finance & Management
Mohawk College 1998 — 2001
3-Yr. Business Administration Diploma, Business Administration
Brian Oleniczak's William Blair & Company Experience December 2011 - Present
Job Investment Banker at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company December 2011 - Present
Mesirow Financial July 2005 - January 2012
Farmhouse Equity Research October 2004 - July 2005
IMG May 2003 - August 2003
Skills
Business Valuation, Capital Markets, Consulting, Due Diligence, Equities, Financial Modeling, Investment Banking, Mergers, Restructuring, Valuation, Private Equity, Corporate Finance
Education
Loyola University Chicago School of Law 2002 — 2005
JD/MBA
Quinlan School of Business, Loyola University Chicago 2002 — 2005
JD/MBA, Finance
University of Notre Dame 1997 — 2001
Bachelor of Arts, History
William Blair & Company December 2011 - Present
Mesirow Financial July 2005 - January 2012
Farmhouse Equity Research October 2004 - July 2005
IMG May 2003 - August 2003
Skills
Business Valuation, Capital Markets, Consulting, Due Diligence, Equities, Financial Modeling, Investment Banking, Mergers, Restructuring, Valuation, Private Equity, Corporate Finance
Education
Loyola University Chicago School of Law 2002 — 2005
JD/MBA
Quinlan School of Business, Loyola University Chicago 2002 — 2005
JD/MBA, Finance
University of Notre Dame 1997 — 2001
Bachelor of Arts, History
John Abunassar's William Blair & Company Experience April 2011 - Present
Job Head of NA Business Development & Hedge Fund Strategies at William Blair & Company
Industry Investment Management
Experience
William Blair & Company April 2011 - Present
Guidance Capital LLC November 2009 - April 2011
Allegiant Asset Management July 2004 - October 2009
Banc One Investment Advisors 1992 - 2003
Education
Keller Graduate School of Management of DeVry University 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Lake Forest College 1985 — 1989
BA, Business
William Blair & Company April 2011 - Present
Guidance Capital LLC November 2009 - April 2011
Allegiant Asset Management July 2004 - October 2009
Banc One Investment Advisors 1992 - 2003
Education
Keller Graduate School of Management of DeVry University 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Lake Forest College 1985 — 1989
BA, Business
Kim VanCleef's William Blair & Company Experience 2001 - 2005
Job Principal at Altus Capital Partners
Industry Venture Capital & Private Equity
Experience
Altus Capital Partners June 2011 - Present
Alvarez and Marsal March 2009 - June 2011
Cerberus Capital 2005 - 2009
William Blair & Company 2001 - 2005
Education
Michigan State University 1997 — 2001
Bachelor’s Degree, Finance
Marian High School - Birmingham, MI
Altus Capital Partners June 2011 - Present
Alvarez and Marsal March 2009 - June 2011
Cerberus Capital 2005 - 2009
William Blair & Company 2001 - 2005
Education
Michigan State University 1997 — 2001
Bachelor’s Degree, Finance
Marian High School - Birmingham, MI
Dana McMullen's William Blair & Company Experience June 1991 - June 2008
Job Designer/Project Manager
Industry Banking
Experience
William Blair & Company June 1991 - June 2008
Kemper Financial Services September 1988 - June 1991
Education
Northern Illinois University 1976 — 1980
William Blair & Company June 1991 - June 2008
Kemper Financial Services September 1988 - June 1991
Education
Northern Illinois University 1976 — 1980
Molly (Masterson) Barz's William Blair & Company Experience March 2010 - Present
Job at William Blair and Company
Industry Investment Banking
Experience
William Blair & Company March 2010 - Present
Skills
Event Planning, Marketing Strategy, Public Speaking, Event Management, Microsoft Office, Strategic Planning, Marketing, Financial Modeling, Marketing Communications, Social Media, Microsoft Excel, Valuation, Financial Analysis, Data Analysis, Finance, Corporate Finance
Education
Miami University
B.A. in International Studies; B.A. in Italian
Università degli Studi di Urbino 'Carlo Bo'
Study Abroad, Language, History, Political Science, Literature, Art
William Blair & Company March 2010 - Present
Skills
Event Planning, Marketing Strategy, Public Speaking, Event Management, Microsoft Office, Strategic Planning, Marketing, Financial Modeling, Marketing Communications, Social Media, Microsoft Excel, Valuation, Financial Analysis, Data Analysis, Finance, Corporate Finance
Education
Miami University
B.A. in International Studies; B.A. in Italian
Università degli Studi di Urbino 'Carlo Bo'
Study Abroad, Language, History, Political Science, Literature, Art
Jonathan Ferber, CFA's William Blair & Company Experience January 2015 - Present
Job Corporate Actions Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2015 - Present
Institutional Capital May 2013 - January 2015
Institutional Capital July 2010 - April 2013
Batterymarch Financial Management January 2009 - June 2009
Wellington Management Company January 2008 - June 2008
Skills
Investments, Asset Managment, Bloomberg, Mutual Funds, Equities, Fixed Income, Financial Analysis, Equity Research, Valuation, Microsoft Excel, Asset Management, Accounting, Banking
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Accounting
William Blair & Company January 2015 - Present
Institutional Capital May 2013 - January 2015
Institutional Capital July 2010 - April 2013
Batterymarch Financial Management January 2009 - June 2009
Wellington Management Company January 2008 - June 2008
Skills
Investments, Asset Managment, Bloomberg, Mutual Funds, Equities, Fixed Income, Financial Analysis, Equity Research, Valuation, Microsoft Excel, Asset Management, Accounting, Banking
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Accounting
Jon Zindel's William Blair & Company Experience 2012 - Present
Job CFO at William Blair & Company
Industry Investment Management
Experience
William Blair & Company 2012 - Present
American Century Investments February 2007 - June 2012
American Century Investments January 2006 - February 2007
American Century Investments July 1996 - January 2006
PriceWaterhouse June 1989 - July 1996
Skills
Mutual Funds, Financial Analysis, Asset Managment, Investments, Investment Management, Equities, Financial Modeling, Alternative Investments, Hedge Funds, SEC filings, Risk Management, Due Diligence, Portfolio Management, Fixed Income, Strategic Financial..., Private Equity, Asset Allocation, Financial Reporting, Securities, Capital Markets, Investment Strategies, Derivatives, Finance, Bloomberg, Investment Banking, Valuation, Asset Management, Tax, Corporate Finance, Financial Services, Investment Advisory, Equity Research
Education
Loyola University New Orleans 1985 — 1989
Bachelor of Science (B.S.), Accounting and Finance
AIMR CFA Charterholder
William Blair & Company 2012 - Present
American Century Investments February 2007 - June 2012
American Century Investments January 2006 - February 2007
American Century Investments July 1996 - January 2006
PriceWaterhouse June 1989 - July 1996
Skills
Mutual Funds, Financial Analysis, Asset Managment, Investments, Investment Management, Equities, Financial Modeling, Alternative Investments, Hedge Funds, SEC filings, Risk Management, Due Diligence, Portfolio Management, Fixed Income, Strategic Financial..., Private Equity, Asset Allocation, Financial Reporting, Securities, Capital Markets, Investment Strategies, Derivatives, Finance, Bloomberg, Investment Banking, Valuation, Asset Management, Tax, Corporate Finance, Financial Services, Investment Advisory, Equity Research
Education
Loyola University New Orleans 1985 — 1989
Bachelor of Science (B.S.), Accounting and Finance
AIMR CFA Charterholder
Paul Malysz's William Blair & Company Experience August 2015 - Present
Job Security & Network Manager
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
AHS Information Services May 2013 - August 2015
CJE SeniorLife November 2009 - May 2013
CJE SeniorLife October 2011 - January 2012
CJE SeniorLife April 2008 - November 2009
Perot Systems February 2005 - April 2008
Wolters Kluwer March 2002 - February 2005
Robert Half International July 2001 - March 2002
Britton Information Services January 2001 - July 2001
C3 Technologies June 2000 - December 2000
Skills
Virtualization, IT Management, Security, Project Management, VMware, Disaster Recovery, ITIL, Leadership, Process Improvement, DNS, VMware ESX, Data Center, Enterprise Architecture, Vendor Management, Integration, IT Strategy, Windows Server, System Administration, Program Management, Technical Support, Active Directory, Networking, Information Technology, Servers, IT Operations, Infrastructure, Troubleshooting, Network Administration, CCNA, CISSP, CISA, VCP, Firewalls, Network Security, VPN, VMware Infrastructure
Education
Moraine Valley Community College 2006 — 2012
Associate in Applied Science, IT Security Specialist, Summa Cum Laude
Lane Technical High School 1986 — 1990
Concert Band
William Blair & Company August 2015 - Present
AHS Information Services May 2013 - August 2015
CJE SeniorLife November 2009 - May 2013
CJE SeniorLife October 2011 - January 2012
CJE SeniorLife April 2008 - November 2009
Perot Systems February 2005 - April 2008
Wolters Kluwer March 2002 - February 2005
Robert Half International July 2001 - March 2002
Britton Information Services January 2001 - July 2001
C3 Technologies June 2000 - December 2000
Skills
Virtualization, IT Management, Security, Project Management, VMware, Disaster Recovery, ITIL, Leadership, Process Improvement, DNS, VMware ESX, Data Center, Enterprise Architecture, Vendor Management, Integration, IT Strategy, Windows Server, System Administration, Program Management, Technical Support, Active Directory, Networking, Information Technology, Servers, IT Operations, Infrastructure, Troubleshooting, Network Administration, CCNA, CISSP, CISA, VCP, Firewalls, Network Security, VPN, VMware Infrastructure
Education
Moraine Valley Community College 2006 — 2012
Associate in Applied Science, IT Security Specialist, Summa Cum Laude
Lane Technical High School 1986 — 1990
Concert Band
Jim Meixner, CFA, CFP®'s William Blair & Company Experience November 2009 - September 2010
Job PWM Analyst at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. March 2011 - Present
William Blair & Company November 2009 - September 2010
John A. Shea Investment Advisor November 2004 - October 2009
Skills
Valuation, Asset Allocation, Private Equity, Accounting, Portfolio Management, Investments, Securities, Investment Advisory, Corporate Finance, Financial Advisory, Financial Modeling, Equities, Finance, Wealth Management, Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
BS, Finance
Robert W. Baird & Co. March 2011 - Present
William Blair & Company November 2009 - September 2010
John A. Shea Investment Advisor November 2004 - October 2009
Skills
Valuation, Asset Allocation, Private Equity, Accounting, Portfolio Management, Investments, Securities, Investment Advisory, Corporate Finance, Financial Advisory, Financial Modeling, Equities, Finance, Wealth Management, Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
BS, Finance
Maria Erdmann's William Blair & Company Experience March 2010 - September 2014
Job Meticulous Copyeditor and Proofreader
Industry Writing and Editing
Experience
Maria Erdmann (independent: freelance and contract projects and commitments) October 2014 - Present
William Blair & Company March 2010 - September 2014
Broadway In Chicago April 2003 - October 2012
Maria Erdmann (self/freelance) January 2006 - March 2010
Discover Financial Services August 2008 - May 2009
Screen Magazine 2004 - 2004
The Chicago Reporter 2002 - 2002
Skills
Copy Editing, Editing, Proofreading, Content Editing, Chicago Style, AP Style, UK-to-US localization, Research, Graphic Design, Microsoft Office, Adobe Acrobat, Adobe InDesign, Google Docs, WordPress, Basecamp, Creative Writing, Layout, InDesign, Fact-checking, Press Releases, Newsletters, Equity Research, Direct Mail, Marketing, Publications
Education
Loyola University Chicago
B.A., English with a creative writing emphasis
University of Missouri-Columbia
Journalism (general education classes)
Maria Erdmann (independent: freelance and contract projects and commitments) October 2014 - Present
William Blair & Company March 2010 - September 2014
Broadway In Chicago April 2003 - October 2012
Maria Erdmann (self/freelance) January 2006 - March 2010
Discover Financial Services August 2008 - May 2009
Screen Magazine 2004 - 2004
The Chicago Reporter 2002 - 2002
Skills
Copy Editing, Editing, Proofreading, Content Editing, Chicago Style, AP Style, UK-to-US localization, Research, Graphic Design, Microsoft Office, Adobe Acrobat, Adobe InDesign, Google Docs, WordPress, Basecamp, Creative Writing, Layout, InDesign, Fact-checking, Press Releases, Newsletters, Equity Research, Direct Mail, Marketing, Publications
Education
Loyola University Chicago
B.A., English with a creative writing emphasis
University of Missouri-Columbia
Journalism (general education classes)
Tish Borkowski's William Blair & Company Experience 2000 - 2001
Job Financial Analysis Contractor
Industry Investment Management
Experience
Financial Analysis Contractor 2013 - Present
Invision Capital 2008 - 2012
Longview Asset Management 2007 - 2008
Cityfront Capital Partners 2006 - 2007
JPMorgan Chase & Co. 2003 - 2006
Allied Capital 2001 - 2002
William Blair & Company 2000 - 2001
LaSalle Bank N.A., a subsidiary of ABN AMRO North America 1996 - 2000
Heller Financial 1992 - 1996
Arthur Andersen & Co. 1989 - 1992
Skills
Private Equity, Due Diligence, Capital, Recapitalizations, Buyouts, Investments, Corporate Finance, Mergers & Acquisitions, Middle Market, Venture Capital, Valuation, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration
Marquette University 1985 — 1989
Bachelor of Science, Accounting, Finance
Financial Analysis Contractor 2013 - Present
Invision Capital 2008 - 2012
Longview Asset Management 2007 - 2008
Cityfront Capital Partners 2006 - 2007
JPMorgan Chase & Co. 2003 - 2006
Allied Capital 2001 - 2002
William Blair & Company 2000 - 2001
LaSalle Bank N.A., a subsidiary of ABN AMRO North America 1996 - 2000
Heller Financial 1992 - 1996
Arthur Andersen & Co. 1989 - 1992
Skills
Private Equity, Due Diligence, Capital, Recapitalizations, Buyouts, Investments, Corporate Finance, Mergers & Acquisitions, Middle Market, Venture Capital, Valuation, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration
Marquette University 1985 — 1989
Bachelor of Science, Accounting, Finance
Dana McMullen's William Blair & Company Experience June 1991 - June 2008
Job Retired
Industry Financial Services
Experience
William Blair & Company June 1991 - June 2008
Kemper Financial August 1988 - June 1991
Skills
Financial Analysis, Project Management, Customer Service, Strategic Planning
Education
Northern Illinois University 1976 — 1980
Bachelor of Fine Arts, Interior Design
William Blair & Company June 1991 - June 2008
Kemper Financial August 1988 - June 1991
Skills
Financial Analysis, Project Management, Customer Service, Strategic Planning
Education
Northern Illinois University 1976 — 1980
Bachelor of Fine Arts, Interior Design
Brad Phillips's William Blair & Company Experience June 2010 - June 2012
Job Associate at LaSalle Capital
Industry Financial Services
Experience
LaSalle Capital July 2012 - Present
William Blair & Company June 2010 - June 2012
Northwestern University June 2006 - March 2010
Smith Barney April 2009 - August 2009
TC Boost June 2008 - August 2008
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
BA, Psychology, Business Institutions Program
LaSalle Capital July 2012 - Present
William Blair & Company June 2010 - June 2012
Northwestern University June 2006 - March 2010
Smith Barney April 2009 - August 2009
TC Boost June 2008 - August 2008
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
BA, Psychology, Business Institutions Program
Michael DeSutter, CCP, CEBS's William Blair & Company Experience November 2002 - Present
Job HRIS Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company November 2002 - Present
Wallace Computer Services April 2000 - November 2002
Wallace Computer Services April 1998 - March 2000
Tellabs March 1997 - March 1998
Unilever Bestfoods February 1995 - February 1997
Unilever Bestfoods January 1993 - January 1995
Unilever Bestfoods June 1990 - December 1992
Education
Northern Illinois University 1985 — 1990
BA, Psychology
William Blair & Company November 2002 - Present
Wallace Computer Services April 2000 - November 2002
Wallace Computer Services April 1998 - March 2000
Tellabs March 1997 - March 1998
Unilever Bestfoods February 1995 - February 1997
Unilever Bestfoods January 1993 - January 1995
Unilever Bestfoods June 1990 - December 1992
Education
Northern Illinois University 1985 — 1990
BA, Psychology
Anastasia Neitzel's William Blair & Company Experience September 2012 - May 2015
Job Sales Associate at ALEC | Abbott Laboratories Employee Credit Union
Industry Financial Services
Experience
William Blair & Company September 2012 - May 2015
Guggenheim Partners April 2011 - March 2012
Guggenheim Funds Distributors, Inc May 2004 - April 2011
Claymore Securities 2004 - 2008
Allstate Financial 1999 - 2004
John Nuveen & Co. 1997 - 1999
Stein Roe & Farnham 1995 - 1997
Skills
Needs Analysis, Asset Allocation, ETFs, Management, Instructional Design, Staff Development, Investments, Series 63, Mutual Funds, Series 7, Strategic Planning, Securities, Sales, Performance Management, Training, Investment Strategies, Leadership
Education
Northeastern Illinois University 2004 — 2006
Masters, Adult Education
North Park University 1999 — 2001
Certificate, Finance
Valparaiso University 1991 — 1995
CFP Program
William Blair & Company September 2012 - May 2015
Guggenheim Partners April 2011 - March 2012
Guggenheim Funds Distributors, Inc May 2004 - April 2011
Claymore Securities 2004 - 2008
Allstate Financial 1999 - 2004
John Nuveen & Co. 1997 - 1999
Stein Roe & Farnham 1995 - 1997
Skills
Needs Analysis, Asset Allocation, ETFs, Management, Instructional Design, Staff Development, Investments, Series 63, Mutual Funds, Series 7, Strategic Planning, Securities, Sales, Performance Management, Training, Investment Strategies, Leadership
Education
Northeastern Illinois University 2004 — 2006
Masters, Adult Education
North Park University 1999 — 2001
Certificate, Finance
Valparaiso University 1991 — 1995
CFP Program
Timo Connor, CFA's William Blair & Company Experience September 2013 - September 2014
Job Equity Analyst at Surveyor Capital (Citadel LLC)
Industry Financial Services
Experience
Citadel LLC September 2014 - Present
William Blair & Company September 2013 - September 2014
William Blair and Company April 2010 - September 2013
Bank of America September 2006 - April 2010
Bank of New York Mellon October 2004 - September 2006
Institutional Derivative Consultants August 2002 - October 2004
Federal Reserve Bank of Chicago June 2000 - September 2000
Education
Northwestern University - Kellogg School of Management 2009 — 2013
MBA, Finance
Northwestern University 1997 — 2001
Bachelor of Arts, Economics
West Lafayette High School
West Lafayette High School
Citadel LLC September 2014 - Present
William Blair & Company September 2013 - September 2014
William Blair and Company April 2010 - September 2013
Bank of America September 2006 - April 2010
Bank of New York Mellon October 2004 - September 2006
Institutional Derivative Consultants August 2002 - October 2004
Federal Reserve Bank of Chicago June 2000 - September 2000
Education
Northwestern University - Kellogg School of Management 2009 — 2013
MBA, Finance
Northwestern University 1997 — 2001
Bachelor of Arts, Economics
West Lafayette High School
West Lafayette High School
Michelle P. Long's William Blair & Company Experience June 2002 - February 2004
Job Senior Financial Planner at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking August 2013 - Present
Northern Trust October 2005 - August 2013
Fifth Third Bank March 2004 - October 2005
William Blair & Company June 2002 - February 2004
Arthur Andersen January 1999 - May 2002
Skills
Asset Managment, Investments, Asset Allocation, Asset Management, Equities, Estate Planning, Finance, Financial Advisory, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Retirement Planning, Risk Management, Securities, Alternative Investments, Wealth, Fixed Income, Small Business, Strategic Financial..., Series 7, Wealth Management..., Mutual Funds, Insurance, Wealth Management, Portfolio Management, Financial Services
Education
Northwestern University 1992 — 1996
B.S.
BMO Harris Private Banking August 2013 - Present
Northern Trust October 2005 - August 2013
Fifth Third Bank March 2004 - October 2005
William Blair & Company June 2002 - February 2004
Arthur Andersen January 1999 - May 2002
Skills
Asset Managment, Investments, Asset Allocation, Asset Management, Equities, Estate Planning, Finance, Financial Advisory, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Retirement Planning, Risk Management, Securities, Alternative Investments, Wealth, Fixed Income, Small Business, Strategic Financial..., Series 7, Wealth Management..., Mutual Funds, Insurance, Wealth Management, Portfolio Management, Financial Services
Education
Northwestern University 1992 — 1996
B.S.
Joe LaManna's William Blair & Company Experience January 1987 - April 2005
Job Board Member & Angel Investor
Industry Financial Services
Experience
AG Mortgage Investment Trust (NYSE symbol: MITT) June 2011 - Present
Hyde Park Angels May 2010 - Present
Osher Center for Integrative Medicine at Northwestern University May 2014 - Present
Marlin Business Bank March 2008 - Present
180 February 2011 - Present
Hinsdale Public Library May 2009 - May 2013
Dealer Services Corporation August 2005 - March 2012
Gateway One Lending & Finance July 2007 - November 2011
William Blair & Company January 1987 - April 2005
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance
Knox College 1977 — 1980
B.A., Economics & Business Administration
AG Mortgage Investment Trust (NYSE symbol: MITT) June 2011 - Present
Hyde Park Angels May 2010 - Present
Osher Center for Integrative Medicine at Northwestern University May 2014 - Present
Marlin Business Bank March 2008 - Present
180 February 2011 - Present
Hinsdale Public Library May 2009 - May 2013
Dealer Services Corporation August 2005 - March 2012
Gateway One Lending & Finance July 2007 - November 2011
William Blair & Company January 1987 - April 2005
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance
Knox College 1977 — 1980
B.A., Economics & Business Administration
JP Young's William Blair & Company Experience December 2009 - Present
Job Managing Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
Kristina Blaschek's William Blair & Company Experience April 2013 - Present
Job Global Research Manager, Investment Management at William Blair and Company
Industry Investment Management
Experience
William Blair & Company April 2013 - Present
William Blair & Company 2007 - April 2013
Lazard Middle Market 2005 - 2007
JP Morgan 2004 - 2005
J.P. Morgan 2002 - 2004
Skills
Financial Modeling, Capital Markets, Investment Banking, Valuation, Equities, Corporate Finance, Investments, Private Equity, Fixed Income, Equity Research, Financial Analysis, Portfolio Management, Derivatives, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Entrepreneurship
Loyola University Chicago 1997 — 2001
BBA, Finance, Honors
William Blair & Company April 2013 - Present
William Blair & Company 2007 - April 2013
Lazard Middle Market 2005 - 2007
JP Morgan 2004 - 2005
J.P. Morgan 2002 - 2004
Skills
Financial Modeling, Capital Markets, Investment Banking, Valuation, Equities, Corporate Finance, Investments, Private Equity, Fixed Income, Equity Research, Financial Analysis, Portfolio Management, Derivatives, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Entrepreneurship
Loyola University Chicago 1997 — 2001
BBA, Finance, Honors
Nicole Engel's William Blair & Company Experience March 2013 - May 2015
Job Associate Regional Director at LJM Partners
Industry Financial Services
Experience
LJM Partners May 2015 - Present
William Blair & Company March 2013 - May 2015
Kayne Anderson Rudnick January 2008 - March 2009
Bel Air Investment Advisors September 2006 - February 2008
Trust Company of the West July 2004 - September 2006
Education
UCLA 1999 — 2001
Bachelor of Science (BS), Mathematics
Moorpark College 1997 — 1999
Associate of Arts (A.A.), Mathematics
LJM Partners May 2015 - Present
William Blair & Company March 2013 - May 2015
Kayne Anderson Rudnick January 2008 - March 2009
Bel Air Investment Advisors September 2006 - February 2008
Trust Company of the West July 2004 - September 2006
Education
UCLA 1999 — 2001
Bachelor of Science (BS), Mathematics
Moorpark College 1997 — 1999
Associate of Arts (A.A.), Mathematics
Lisa Kopercinski Osika's William Blair & Company Experience February 2011 - Present
Job Registered Sales Assistant at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company February 2011 - Present
Credit Suisse May 2006 - February 2011
Skills
Series 7, Series 63, Series 9, Series 10, Microsoft Office
Education
Indiana University Bloomington 1998 — 2002
BA, Communications, Business
William Blair & Company February 2011 - Present
Credit Suisse May 2006 - February 2011
Skills
Series 7, Series 63, Series 9, Series 10, Microsoft Office
Education
Indiana University Bloomington 1998 — 2002
BA, Communications, Business
Tara Patock, CFA's William Blair & Company Experience November 2013 - Present
Job Equity Specialist at William Blair & Company
Industry Financial Services
Experience
William Blair & Company November 2013 - Present
Pavilion Financial Corporation August 2006 - June 2013
Oppenheimer & Co. May 2004 - August 2006
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA
Loyola University of Chicago 2001 — 2005
BBA, Finance and Economics
William Blair & Company November 2013 - Present
Pavilion Financial Corporation August 2006 - June 2013
Oppenheimer & Co. May 2004 - August 2006
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA
Loyola University of Chicago 2001 — 2005
BBA, Finance and Economics
Erick Frodyma's William Blair & Company Experience June 2013 - Present
Job Data Admistration Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2013 - Present
William Blair and Company July 2006 - June 2013
William Blair & Company June 2000 - July 2006
Federal Reserve Bank of Chicago 1991 - 2000
Skills
Equities, Securities, Fixed Income, Bloomberg, Trading Systems, Derivatives, Business Analysis, Financial Services, Portfolio Management, Investments
Education
St. Xavier University 1994 — 1996
Master of Business Administration (M.B.A.), Human Resources Management and Services
Northern Illinois University 1988 — 1990
Bachelor's Degree, Operations Management and Information Systems
William Blair & Company June 2013 - Present
William Blair and Company July 2006 - June 2013
William Blair & Company June 2000 - July 2006
Federal Reserve Bank of Chicago 1991 - 2000
Skills
Equities, Securities, Fixed Income, Bloomberg, Trading Systems, Derivatives, Business Analysis, Financial Services, Portfolio Management, Investments
Education
St. Xavier University 1994 — 1996
Master of Business Administration (M.B.A.), Human Resources Management and Services
Northern Illinois University 1988 — 1990
Bachelor's Degree, Operations Management and Information Systems
Frank Bass's William Blair & Company Experience June 2014 - Present
Job Regional Director at William Blair & Company
Industry Investment Management
Experience
William Blair & Company June 2014 - Present
Trust Company of the West January 2012 - June 2014
Trust Company of the West November 2009 - January 2012
Metropolitan West Asset Management September 2007 - November 2009
State Street August 2006 - September 2007
Education
Northwestern University
William Blair & Company June 2014 - Present
Trust Company of the West January 2012 - June 2014
Trust Company of the West November 2009 - January 2012
Metropolitan West Asset Management September 2007 - November 2009
State Street August 2006 - September 2007
Education
Northwestern University
James DiCristo, CPA's William Blair & Company Experience October 2009 - December 2014
Job Assistant Vice President UCITS Operations
Industry Investment Management
Experience
Ivy Funds December 2014 - Present
William Blair & Company October 2009 - December 2014
PricewaterhouseCoopers April 2006 - October 2009
Artisan Partners November 1996 - April 2006
Skills
Mutual Funds, Financial Services, Asset Management, Accounting, UCITS, Internal Controls, Management, Auditing, Process Improvement, Foreign Investment Funds, Securities, IFRS, Financial Reporting, Alternative Investments, Equities, Finance, Investments, CPA
Education
Marquette University 2000 — 2002
MBA, Finance
University of Wisconsin-Milwaukee 1989 — 1992
BBA, Accounting
Ivy Funds December 2014 - Present
William Blair & Company October 2009 - December 2014
PricewaterhouseCoopers April 2006 - October 2009
Artisan Partners November 1996 - April 2006
Skills
Mutual Funds, Financial Services, Asset Management, Accounting, UCITS, Internal Controls, Management, Auditing, Process Improvement, Foreign Investment Funds, Securities, IFRS, Financial Reporting, Alternative Investments, Equities, Finance, Investments, CPA
Education
Marquette University 2000 — 2002
MBA, Finance
University of Wisconsin-Milwaukee 1989 — 1992
BBA, Accounting
Cory Shenault, MNCM's William Blair & Company Experience May 2011 - August 2012
Job NOC Technician at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments October 2013 - Present
Advocate Health Care May 2012 - October 2013
William Blair & Company May 2011 - August 2012
Alere August 2007 - May 2009
Banco Popular March 2006 - August 2007
SWF Companies April 2004 - October 2005
Sygnetics December 2003 - April 2004
TechSkills, L.L.C April 2003 - December 2003
DeVry University February 2001 - October 2002
Skills
Active Directory, VPN, Troubleshooting, Technical Support, Windows XP, Cisco Technologies, XP, Network Security, Networking, Computer Hardware, Security, Hardware, Servers, System Deployment, Blackberry Enterprise..., Software Documentation, Visio, Dell Computers, Infrastructure, Software Installation, WSUS, Windows 7, Blackberry, Account Management, System Administration, Disaster Recovery, Windows Server, Laptops, Customer Service, Management, Access, WAN, DNS, IP, Windows, DHCP, Microsoft Certified..., Norton Ghost, HP, CCNA, Information Technology, Cisco Call Manager, LAN-WAN, Citrix, SharePoint, Network Administration, Routers, Switches, Microsoft Exchange, Help Desk Support
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Masters of Science, Network and Communications Mgmt.
DeVry University 1999 — 2002
B.S., Technical Management
Nuveen Investments October 2013 - Present
Advocate Health Care May 2012 - October 2013
William Blair & Company May 2011 - August 2012
Alere August 2007 - May 2009
Banco Popular March 2006 - August 2007
SWF Companies April 2004 - October 2005
Sygnetics December 2003 - April 2004
TechSkills, L.L.C April 2003 - December 2003
DeVry University February 2001 - October 2002
Skills
Active Directory, VPN, Troubleshooting, Technical Support, Windows XP, Cisco Technologies, XP, Network Security, Networking, Computer Hardware, Security, Hardware, Servers, System Deployment, Blackberry Enterprise..., Software Documentation, Visio, Dell Computers, Infrastructure, Software Installation, WSUS, Windows 7, Blackberry, Account Management, System Administration, Disaster Recovery, Windows Server, Laptops, Customer Service, Management, Access, WAN, DNS, IP, Windows, DHCP, Microsoft Certified..., Norton Ghost, HP, CCNA, Information Technology, Cisco Call Manager, LAN-WAN, Citrix, SharePoint, Network Administration, Routers, Switches, Microsoft Exchange, Help Desk Support
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Masters of Science, Network and Communications Mgmt.
DeVry University 1999 — 2002
B.S., Technical Management
Helen Richmond's William Blair & Company Experience June 2013 - Present
Job Research Librarian at William Blair & Company
Industry Education Management
Experience
William Blair & Company June 2013 - Present
John Deere Technology Innovation Center November 2012 - April 2013
Skidmore Owings & Merrill LLP (SOM) June 2012 - August 2012
University of Illinois at Urbana-Champaign January 2012 - May 2012
Bokju Girls Middle School August 2009 - August 2010
Skills
Teaching, Tutoring, Teaching English as a..., Library Research, Electronic Resources, Market Research, Editing, Library Science, Research, Libraries, Data Analysis, Community Outreach, Social Media
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Masters, Library Science
Knox College 2005 — 2009
Bachelor of Arts (B.A.), Political Science/Asian Studies
上智大学 2007 — 2008
William Blair & Company June 2013 - Present
John Deere Technology Innovation Center November 2012 - April 2013
Skidmore Owings & Merrill LLP (SOM) June 2012 - August 2012
University of Illinois at Urbana-Champaign January 2012 - May 2012
Bokju Girls Middle School August 2009 - August 2010
Skills
Teaching, Tutoring, Teaching English as a..., Library Research, Electronic Resources, Market Research, Editing, Library Science, Research, Libraries, Data Analysis, Community Outreach, Social Media
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Masters, Library Science
Knox College 2005 — 2009
Bachelor of Arts (B.A.), Political Science/Asian Studies
上智大学 2007 — 2008
Theresa Harris's William Blair & Company Experience June 2015 - Present
Job Marketing at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2015 - Present
AMG Funds January 2014 - June 2015
AMG Funds January 2012 - December 2013
AMG Funds July 2010 - December 2011
Calamos Investments February 2010 - July 2010
Calamos Investments May 2008 - February 2010
Calamos Real Estate May 2007 - May 2008
Skills
Alternative Investments, Investment Strategies, Investment Management, Securities, Marketing, Separately Managed..., Asset Management, Mutual Funds, Asset Managment, Strategic Planning, Equities, Wealth Management, Fixed Income, Marketing Strategy, Marketing Communications, Social Media Marketing, Integrated Marketing, Marketing Material..., Writing, Multi-media Marketing..., Print Production, Proofreading, Project Management, Webinars, Investments, Asset Allocation
Education
Northern Illinois University 2004 — 2008
Bachelor of Science, Marketing
William Blair & Company June 2015 - Present
AMG Funds January 2014 - June 2015
AMG Funds January 2012 - December 2013
AMG Funds July 2010 - December 2011
Calamos Investments February 2010 - July 2010
Calamos Investments May 2008 - February 2010
Calamos Real Estate May 2007 - May 2008
Skills
Alternative Investments, Investment Strategies, Investment Management, Securities, Marketing, Separately Managed..., Asset Management, Mutual Funds, Asset Managment, Strategic Planning, Equities, Wealth Management, Fixed Income, Marketing Strategy, Marketing Communications, Social Media Marketing, Integrated Marketing, Marketing Material..., Writing, Multi-media Marketing..., Print Production, Proofreading, Project Management, Webinars, Investments, Asset Allocation
Education
Northern Illinois University 2004 — 2008
Bachelor of Science, Marketing
Robert Morrissey's William Blair & Company Experience 2014 - 2014
Job Compliance & Operations Analyst at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters November 2014 - Present
William Blair & Company 2014 - 2014
Fortress Investment Group 2013 - 2013
Fortress Investment Group 2012 - 2012
Education
Miami University 2009 — 2013
Bachelor's Degree
Ridgefield High School 2006 — 2009
High School
Thomson Reuters November 2014 - Present
William Blair & Company 2014 - 2014
Fortress Investment Group 2013 - 2013
Fortress Investment Group 2012 - 2012
Education
Miami University 2009 — 2013
Bachelor's Degree
Ridgefield High School 2006 — 2009
High School
Erica Hullinger's William Blair & Company Experience December 2013 - Present
Job Cash Supervisor
Industry Financial Services
Experience
William Blair & Company December 2013 - Present
HedgeServ May 2011 - November 2013
Omnium LLC August 2010 - May 2011
Reynolds American March 2008 - May 2010
Skills
Investments, Financial Analysis, Accounting, Hedge Funds, Cash Management, Fund Accounting, Fund Administration, Treasury
Education
Miami University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
University of Tennessee-Knoxville 1999 — 2000
William Blair & Company December 2013 - Present
HedgeServ May 2011 - November 2013
Omnium LLC August 2010 - May 2011
Reynolds American March 2008 - May 2010
Skills
Investments, Financial Analysis, Accounting, Hedge Funds, Cash Management, Fund Accounting, Fund Administration, Treasury
Education
Miami University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
University of Tennessee-Knoxville 1999 — 2000
Kwesi Smith's William Blair & Company Experience May 2015 - Present
Job Equity Research Analyst
Industry Investment Management
Experience
William Blair & Company May 2015 - Present
TimesSquare Capital Management 2010 - March 2015
TimesSquare Capital Management April 2005 - 2010
MetLife Investments June 2003 - March 2005
Skills
Equity Research, Investments, Portfolio Management, Equities, Bloomberg, Asset Management, Financial Analysis, Fixed Income, Due Diligence, Corporate Finance, Data Analysis, Financial Modeling, Business Strategy, Valuation, Capital Markets, Hedge Funds, Investment Banking, Alternative Investments, Finance, Mergers & Acquisitions, Management, Strategic Planning, Analysis, Private Equity
Education
McIntire School of Commerce 2001 — 2003
Bachelor of Science in Commerce, Concentrations in Finance and IT
University of Virginia 1999 — 2003
William Blair & Company May 2015 - Present
TimesSquare Capital Management 2010 - March 2015
TimesSquare Capital Management April 2005 - 2010
MetLife Investments June 2003 - March 2005
Skills
Equity Research, Investments, Portfolio Management, Equities, Bloomberg, Asset Management, Financial Analysis, Fixed Income, Due Diligence, Corporate Finance, Data Analysis, Financial Modeling, Business Strategy, Valuation, Capital Markets, Hedge Funds, Investment Banking, Alternative Investments, Finance, Mergers & Acquisitions, Management, Strategic Planning, Analysis, Private Equity
Education
McIntire School of Commerce 2001 — 2003
Bachelor of Science in Commerce, Concentrations in Finance and IT
University of Virginia 1999 — 2003
Jenna Mooberry Kiernan's William Blair & Company Experience June 2015 - Present
Job Analyst Financial Sponsors Group
Industry Investment Management
Experience
William Blair & Company June 2015 - Present
GCM Grosvenor May 2014 - Present
William Blair and Company 2010 - May 2014
William Blair & Company April 2010 - December 2010
Skills
Salesforce.com
Education
Lewis University 2005 — 2009
B.S, Business
William Blair & Company June 2015 - Present
GCM Grosvenor May 2014 - Present
William Blair and Company 2010 - May 2014
William Blair & Company April 2010 - December 2010
Skills
Salesforce.com
Education
Lewis University 2005 — 2009
B.S, Business
Nick Hiller's William Blair & Company Experience April 2013 - Present
Job Equity Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company April 2013 - Present
Stephens Inc. June 2012 - December 2012
Broadview Advisors LLC March 2010 - June 2012
Skills
Equity Research, Factset, Microsoft Excel, Equities, Investments, Financial Modeling, Valuation
Education
Marquette University 2008 — 2012
Bachelor, Finance
William Blair & Company April 2013 - Present
Stephens Inc. June 2012 - December 2012
Broadview Advisors LLC March 2010 - June 2012
Skills
Equity Research, Factset, Microsoft Excel, Equities, Investments, Financial Modeling, Valuation
Education
Marquette University 2008 — 2012
Bachelor, Finance
Charles John Kraft III's William Blair & Company Experience May 1993 - June 2010
Job Relationship Manager at Credit Suisse
Industry Investment Management
Experience
Credit Suisse May 2012 - Present
Goldman Sachs & Co. June 2010 - May 2012
William Blair & Company May 1993 - June 2010
Skills
Equities, Series 7, Alternative Investments, Series 63, Portfolio Management, Bloomberg, Fixed Income, Asset Managment, Financial Modeling, Hedge Funds, Investments, Valuation, Equity Research, Asset Allocation, Capital Markets, Securities, Private Equity
Education
University of Chicago 1988 — 1991
MBA, Finance, International Business
Michigan State University 1982 — 1987
BS, Engineering
Credit Suisse May 2012 - Present
Goldman Sachs & Co. June 2010 - May 2012
William Blair & Company May 1993 - June 2010
Skills
Equities, Series 7, Alternative Investments, Series 63, Portfolio Management, Bloomberg, Fixed Income, Asset Managment, Financial Modeling, Hedge Funds, Investments, Valuation, Equity Research, Asset Allocation, Capital Markets, Securities, Private Equity
Education
University of Chicago 1988 — 1991
MBA, Finance, International Business
Michigan State University 1982 — 1987
BS, Engineering
Cheryl Melocik's William Blair & Company Experience November 1980 - August 1991
Job FundRaising Professional
Industry Fund-Raising
Experience
Indian Prairie School District September 2000 - June 2007
William Blair & Company November 1980 - August 1991
Skills
Public Speaking, Event Planning, Fundraising, Event Management, Non-profits, Nonprofits, Volunteer Management
Education
Michigan State University 1976 — 1980
Bachelor's Degree, Accounting and Business/Management
Indian Prairie School District September 2000 - June 2007
William Blair & Company November 1980 - August 1991
Skills
Public Speaking, Event Planning, Fundraising, Event Management, Non-profits, Nonprofits, Volunteer Management
Education
Michigan State University 1976 — 1980
Bachelor's Degree, Accounting and Business/Management
Bridget Chadwick's William Blair & Company Experience June 2010 - June 2013
Job
Industry Hospital & Health Care
Experience
Rehabilitation Institute of Chicago January 2015 - Present
Saint Louis University October 2011 - December 2013
William Blair & Company June 2010 - June 2013
William Blair & Company May 2011 - January 2013
Radiation Oncologist Consultants, Ltd. May 2010 - August 2010
Education
Northwestern University 2015 — 2017
Master's degree, Prosthetics and Orthotics
Saint Louis University 2010 — 2013
Bachelor of Science, Occupational Science
Rehabilitation Institute of Chicago January 2015 - Present
Saint Louis University October 2011 - December 2013
William Blair & Company June 2010 - June 2013
William Blair & Company May 2011 - January 2013
Radiation Oncologist Consultants, Ltd. May 2010 - August 2010
Education
Northwestern University 2015 — 2017
Master's degree, Prosthetics and Orthotics
Saint Louis University 2010 — 2013
Bachelor of Science, Occupational Science
Jake Simon's William Blair & Company Experience July 2014 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2014 - Present
Miami University Investment Banking Club August 2011 - May 2014
Miami Asset Management August 2010 - May 2014
William Blair & Company May 2013 - August 2013
Cleveland Research Company March 2012 - August 2012
Landscape Service & Maintenance May 2010 - August 2011
Kroger January 2010 - May 2010
Skills
Financial Modeling, Microsoft Excel, Investment Strategies, Team Leadership, Investments, Time Management, Options Strategies, Critical Thinking, Valuation, Entrepreneurship, Creativity, Mentoring, Business Analysis, Market Research, Corporate Finance
Education
Miami University 2010 — 2014
Bachelor of Science (BS) in Business, Finance
William Blair & Company July 2014 - Present
Miami University Investment Banking Club August 2011 - May 2014
Miami Asset Management August 2010 - May 2014
William Blair & Company May 2013 - August 2013
Cleveland Research Company March 2012 - August 2012
Landscape Service & Maintenance May 2010 - August 2011
Kroger January 2010 - May 2010
Skills
Financial Modeling, Microsoft Excel, Investment Strategies, Team Leadership, Investments, Time Management, Options Strategies, Critical Thinking, Valuation, Entrepreneurship, Creativity, Mentoring, Business Analysis, Market Research, Corporate Finance
Education
Miami University 2010 — 2014
Bachelor of Science (BS) in Business, Finance
Luke Hepler's William Blair & Company Experience June 2015 - Present
Job Investment Management at William Blair & Company
Industry Investment Management
Experience
William Blair & Company June 2015 - Present
Skills
Asset Management, Financial Analysis, Investments, Corporate Finance, Valuation, Bloomberg, Equity Research, Mutual Funds, Equities, Fixed Income, Private Equity, Alternative Investments
Education
Northern Michigan University 2008 — 2012
Bachelor of Science, Finance
William Blair & Company June 2015 - Present
Skills
Asset Management, Financial Analysis, Investments, Corporate Finance, Valuation, Bloomberg, Equity Research, Mutual Funds, Equities, Fixed Income, Private Equity, Alternative Investments
Education
Northern Michigan University 2008 — 2012
Bachelor of Science, Finance
Everett Walker's William Blair & Company Experience January 1992 - December 1999
Job SENIOR INVESTMENT CONSULTANT KER CONSULTING,LTD.
Industry Real Estate
Experience
KER CONSULTING,LTD. January 2001 - Present
AMERICAN EXPRESS FINANCIAL ADVISORS January 2000 - March 2001
William Blair & Company January 1992 - December 1999
Education
Northwestern University 2010 — 2013
Currently Attending-School of Continuing Studies, Certificate in Applied Economics & Mathematics
Northeastern University-Chicago 1994 — 1997
Bachelor of Arts (B.A.), Liberal Arts-Minor: Finance
KER CONSULTING,LTD. January 2001 - Present
AMERICAN EXPRESS FINANCIAL ADVISORS January 2000 - March 2001
William Blair & Company January 1992 - December 1999
Education
Northwestern University 2010 — 2013
Currently Attending-School of Continuing Studies, Certificate in Applied Economics & Mathematics
Northeastern University-Chicago 1994 — 1997
Bachelor of Arts (B.A.), Liberal Arts-Minor: Finance
Cornell Ferrill's William Blair & Company Experience July 2005 - August 2009
Job Education Management Professional
Industry Education Management
Experience
By The Hand Club For Kids September 2015 - Present
Project M.O.V.E. May 2012 - Present
Daystar School November 2013 - August 2015
Chicago Public Schools 2012 - June 2013
William Blair & Company July 2005 - August 2009
Skills
PowerPoint, Public Speaking, Event Planning, Fundraising, Research, Grant Writing, Teaching, Community Outreach, Event Management, Higher Education, Social Media, Social Networking
Education
Kentucky State University 2005 — 2011
Bachelor of Science (BS), Marketing
By The Hand Club For Kids September 2015 - Present
Project M.O.V.E. May 2012 - Present
Daystar School November 2013 - August 2015
Chicago Public Schools 2012 - June 2013
William Blair & Company July 2005 - August 2009
Skills
PowerPoint, Public Speaking, Event Planning, Fundraising, Research, Grant Writing, Teaching, Community Outreach, Event Management, Higher Education, Social Media, Social Networking
Education
Kentucky State University 2005 — 2011
Bachelor of Science (BS), Marketing
Twohill Robyn's William Blair & Company Experience September 1983 - January 1987
Job Institutional Equity sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald January 1987 - Present
William Blair & Company September 1983 - January 1987
Skills
Equities, Series 7, Series 63, Trading, Securities, Financial Markets, Series 24, series 55, Bloomberg, Fixed Income, Options, Capital Markets, FINRA
Education
Moraine Valley Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.)
Cantor Fitzgerald January 1987 - Present
William Blair & Company September 1983 - January 1987
Skills
Equities, Series 7, Series 63, Trading, Securities, Financial Markets, Series 24, series 55, Bloomberg, Fixed Income, Options, Capital Markets, FINRA
Education
Moraine Valley Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.)
Brad Cornell's William Blair & Company Experience 1999 - 2001
Job Principal at Excellere Partners
Industry Investment Management
Experience
Excellere Partners March 2011 - Present
Lake Capital June 2006 - February 2011
GE Capital 2002 - 2004
William Blair & Company 1999 - 2001
Bank One 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance, General
James Madison University 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Excellere Partners March 2011 - Present
Lake Capital June 2006 - February 2011
GE Capital 2002 - 2004
William Blair & Company 1999 - 2001
Bank One 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance, General
James Madison University 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.