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
Emily Stern Emily Stern's William Blair & Company Experience May 2015 - Present
Job Investment Banking Summer Analyst at William Blair & Company
Industry
Experience
William Blair & Company May 2015 - Present
Kappa Kappa Gamma December 2013 - December 2014
Jewish United Fund June 2014 - August 2014
GCM Grosvenor June 2014 - June 2014
Atlas College Marketing Group October 2013 - May 2014
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
William Blair & Company May 2015 - Present
Kappa Kappa Gamma December 2013 - December 2014
Jewish United Fund June 2014 - August 2014
GCM Grosvenor June 2014 - June 2014
Atlas College Marketing Group October 2013 - May 2014
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Scott Schaper, CPA's William Blair & Company Experience February 2014 - Present
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2014 - Present
Deloitte & Touche August 2012 - February 2014
Deloitte & Touche September 2011 - August 2012
Skills
Financial Analysis, Finance, Valuation, Investments, Financial Services, Financial Statements, Private Equity, Bloomberg, Mergers & Acquisitions, DCF, Research, Financial Statement..., Liquidity Analysis, Transformational...
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters, Accounting (Finance Concentration)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors, Accounting
Investment Banking Institute
Financial Modeling and Valuation
William Blair & Company February 2014 - Present
Deloitte & Touche August 2012 - February 2014
Deloitte & Touche September 2011 - August 2012
Skills
Financial Analysis, Finance, Valuation, Investments, Financial Services, Financial Statements, Private Equity, Bloomberg, Mergers & Acquisitions, DCF, Research, Financial Statement..., Liquidity Analysis, Transformational...
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters, Accounting (Finance Concentration)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors, Accounting
Investment Banking Institute
Financial Modeling and Valuation
Grant Gaughrin's William Blair & Company Experience May 2014 - August 2014
Job Investment Banking Analyst at KBW
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Illini Capital Management - Student Managed Fund April 2014 - March 2015
University of Illinois at Urbana-Champaign February 2013 - January 2015
William Blair & Company May 2014 - August 2014
Cook M&A Advisory Services June 2013 - August 2013
Northwestern Mutual January 2012 - January 2013
Skills
Public Speaking, Financial Modeling, Leadership, Investments, Entrepreneurship, Finance, Financial Analysis, Analysis, Capital IQ, Valuation, Bloomberg, Start-ups, Data Analysis, Risk Management, Financial Services, Investment Banking, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Economics and Finance
Stifel Financial Corp. June 2015 - Present
Illini Capital Management - Student Managed Fund April 2014 - March 2015
University of Illinois at Urbana-Champaign February 2013 - January 2015
William Blair & Company May 2014 - August 2014
Cook M&A Advisory Services June 2013 - August 2013
Northwestern Mutual January 2012 - January 2013
Skills
Public Speaking, Financial Modeling, Leadership, Investments, Entrepreneurship, Finance, Financial Analysis, Analysis, Capital IQ, Valuation, Bloomberg, Start-ups, Data Analysis, Risk Management, Financial Services, Investment Banking, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Economics and Finance
Robert Wirth's William Blair & Company Experience November 2014 - Present
Job Meeting Services at William Blair & Company
Industry Writing and Editing
Experience
William Blair & Company November 2014 - Present
Hustleandheartsports.com August 2012 - Present
Potbelly Sandwich Works July 2014 - November 2014
Potbelly Sandwich Works June 2011 - July 2014
Big Mouths Champaign August 2009 - May 2011
Quiznos November 2005 - January 2011
Skills
Outstanding time..., Organization, Hard-worker, Fast Learner, Customer Service, Cash Handling Experience, Adaptability, Social Media, Time Management, Telephone Skills, Leadership, Data Entry, Customer Satisfaction, Facebook, Teamwork, Interviews, Social Networking, Cashiering, Food Service, Restaurants, People Skills, Event Planning, Team-oriented, Employee Training, Interpersonal..., Hospitality, Training, Close Attention to..., Cash Register, Critical Thinking, Inventory Management, Bartending, Process Scheduler, Friendly Personality, Organization &..., Dependable Team Player, Oral & Written..., Social Skills, Goal Oriented, Highly motivated..., Food & Beverage, Communication
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Arts (B.A.), Anthropology
Rockford Lutheran High School 2003 — 2007
William Blair & Company November 2014 - Present
Hustleandheartsports.com August 2012 - Present
Potbelly Sandwich Works July 2014 - November 2014
Potbelly Sandwich Works June 2011 - July 2014
Big Mouths Champaign August 2009 - May 2011
Quiznos November 2005 - January 2011
Skills
Outstanding time..., Organization, Hard-worker, Fast Learner, Customer Service, Cash Handling Experience, Adaptability, Social Media, Time Management, Telephone Skills, Leadership, Data Entry, Customer Satisfaction, Facebook, Teamwork, Interviews, Social Networking, Cashiering, Food Service, Restaurants, People Skills, Event Planning, Team-oriented, Employee Training, Interpersonal..., Hospitality, Training, Close Attention to..., Cash Register, Critical Thinking, Inventory Management, Bartending, Process Scheduler, Friendly Personality, Organization &..., Dependable Team Player, Oral & Written..., Social Skills, Goal Oriented, Highly motivated..., Food & Beverage, Communication
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Arts (B.A.), Anthropology
Rockford Lutheran High School 2003 — 2007
Susan Nichols'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
CSS, LLC June 2012 - August 2012
ICAP June 2012 - June 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Financial Accounting, Customer Service, Financial Analysis, Bloomberg, Data Analysis, Leadership
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Mathematics
Loyola Academy
William Blair & Company June 2014 - Present
William Blair & Company May 2013 - August 2013
CSS, LLC June 2012 - August 2012
ICAP June 2012 - June 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Financial Accounting, Customer Service, Financial Analysis, Bloomberg, Data Analysis, Leadership
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Mathematics
Loyola Academy
Brodie Killian Brodie Killian's William Blair & Company Experience August 2014 - Present
Job Director Debt Capital Markets at William Blair & Company
Industry Capital Markets
Experience
William Blair & Company August 2014 - Present
Education
University of Michigan - Gerald R. Ford School of Public Policy 2001 — 2003
MPP, Business & Public Policy
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Finance
William Blair & Company August 2014 - Present
Education
University of Michigan - Gerald R. Ford School of Public Policy 2001 — 2003
MPP, Business & Public Policy
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Finance
Rebecca Kusy, PHR's William Blair & Company Experience May 2014 - Present
Job
Industry Financial Services
Experience
William Blair & Company May 2014 - Present
Global Employment Solutions May 2012 - April 2014
Fampus February 2012 - June 2012
Susan G. Komen Foundation Iowa Affiliate June 2011 - August 2011
Greater Des Moines Visitors and Convention Bureau June 2011 - August 2011
Adventuretime Childcare Center August 2007 - August 2011
Education
University of Iowa 2008 — 2012
Bachelor's degree, Marketing
University of Iowa 2008 — 2012
B.B.A, Marketing
William Blair & Company May 2014 - Present
Global Employment Solutions May 2012 - April 2014
Fampus February 2012 - June 2012
Susan G. Komen Foundation Iowa Affiliate June 2011 - August 2011
Greater Des Moines Visitors and Convention Bureau June 2011 - August 2011
Adventuretime Childcare Center August 2007 - August 2011
Education
University of Iowa 2008 — 2012
Bachelor's degree, Marketing
University of Iowa 2008 — 2012
B.B.A, Marketing
Kaila Krum's William Blair & Company Experience June 2012 - Present
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2012 - Present
The University of Iowa Krause Fund August 2011 - December 2011
The University of Iowa Accounting Department August 2011 - December 2011
William Blair and Company May 2011 - August 2011
Ameritas Group May 2008 - August 2010
Skills
Valuation, Analysis, DCF, Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Equity Research, Equities, Equity Valuation, Forecasting, Competitive Analysis, Series 63, Strategic Financial..., Series 7, Due Diligence, Capital Markets
Education
University of Iowa 2008 — 2012
B.B.A., Finance
William Blair & Company June 2012 - Present
The University of Iowa Krause Fund August 2011 - December 2011
The University of Iowa Accounting Department August 2011 - December 2011
William Blair and Company May 2011 - August 2011
Ameritas Group May 2008 - August 2010
Skills
Valuation, Analysis, DCF, Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Equity Research, Equities, Equity Valuation, Forecasting, Competitive Analysis, Series 63, Strategic Financial..., Series 7, Due Diligence, Capital Markets
Education
University of Iowa 2008 — 2012
B.B.A., Finance
Cliff Kalish's William Blair & Company Experience January 2015 - Present
Job Client Relationship Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2015 - Present
William Blair and Company September 2011 - December 2014
Calamos Investments October 2005 - September 2011
Ellwood Associates February 2000 - October 2005
Skills
Alternative Investments, Mutual Funds, Equities, Investments, Series 7, Hedge Funds, Asset Allocation, Fixed Income, Series 63, Asset Managment, Financial Services, Securities
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics/Finance
William Blair & Company January 2015 - Present
William Blair and Company September 2011 - December 2014
Calamos Investments October 2005 - September 2011
Ellwood Associates February 2000 - October 2005
Skills
Alternative Investments, Mutual Funds, Equities, Investments, Series 7, Hedge Funds, Asset Allocation, Fixed Income, Series 63, Asset Managment, Financial Services, Securities
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics/Finance
Molly Piech Molly Piech's William Blair & Company Experience October 2013 - October 2014
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank November 2014 - Present
William Blair & Company October 2013 - October 2014
UBS October 2002 - September 2013
Lehman Brothers June 2000 - August 2002
Skills
Series 7, Series 63, Series 65, Team Leadership
Education
University of Michigan 1996 — 2000
Bachelor of Arts (BA), Economics
J.P. Morgan Private Bank November 2014 - Present
William Blair & Company October 2013 - October 2014
UBS October 2002 - September 2013
Lehman Brothers June 2000 - August 2002
Skills
Series 7, Series 63, Series 65, Team Leadership
Education
University of Michigan 1996 — 2000
Bachelor of Arts (BA), Economics
M. Nicholas Sims's William Blair & Company Experience May 2014 - Present
Job Performance Analyst at William Blair
Industry Financial Services
Experience
William Blair & Company May 2014 - Present
Northern Trust November 2011 - May 2014
Krause Fund January 2010 - May 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Finance, Finance
Evanston Township High School 2002 — 2006
William Blair & Company May 2014 - Present
Northern Trust November 2011 - May 2014
Krause Fund January 2010 - May 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Finance, Finance
Evanston Township High School 2002 — 2006
Dylan S. Terrill's William Blair & Company Experience June 2015 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company June 2015 - Present
University of Massachusetts Amherst September 2013 - December 2014
State Street September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
Brook Venture Partners December 2013 - January 2014
Asset Management Resources, LLC May 2013 - September 2013
Duxbury Financial, LLC May 2013 - September 2013
Zolio Inc March 2013 - May 2013
The Cooperative Bank of Cape Cod May 2012 - September 2012
Skills
Bloomberg, Adobe Creative Suite, Pro Engineer, Autodesk Maya, Microsoft Excel, VBA, Foreign Currency, Derivatives, Financial Modeling, Point and Figure..., Finance, Maya, Investments, Portfolio Management, Venture Capital, Microsoft Office, PowerPoint, Microsoft Word, Equities, Customer Service, Public Speaking, Social Media, Investment Banking, Time Management, Financial Analysis, Teamwork, Mergers & Acquisitions, Private Equity, Economics
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), African-American/Black Studies
William Blair & Company June 2015 - Present
University of Massachusetts Amherst September 2013 - December 2014
State Street September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
Brook Venture Partners December 2013 - January 2014
Asset Management Resources, LLC May 2013 - September 2013
Duxbury Financial, LLC May 2013 - September 2013
Zolio Inc March 2013 - May 2013
The Cooperative Bank of Cape Cod May 2012 - September 2012
Skills
Bloomberg, Adobe Creative Suite, Pro Engineer, Autodesk Maya, Microsoft Excel, VBA, Foreign Currency, Derivatives, Financial Modeling, Point and Figure..., Finance, Maya, Investments, Portfolio Management, Venture Capital, Microsoft Office, PowerPoint, Microsoft Word, Equities, Customer Service, Public Speaking, Social Media, Investment Banking, Time Management, Financial Analysis, Teamwork, Mergers & Acquisitions, Private Equity, Economics
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), African-American/Black Studies
Natasha Wlaznik Natasha Wlaznik's William Blair & Company Experience September 2013 - September 2013
Job Enterprise Operations Coordinator
Industry Logistics and Supply Chain
Experience
Coyote Logistics April 2014 - Present
The Home Depot March 2014 - April 2014
Mary McDermott September 2012 - November 2013
The Second City January 2013 - October 2013
William Blair & Company September 2013 - September 2013
Rockford Orthopedic Associates, LTD. June 2010 - September 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Healthcare, Vital Signs, Nursing, Medicine, Orthopedic, PowerPoint, EKG, Customer Service, Research, Administration, Cpr Certified
Education
Second City Training Center 2013 — 2013
Comedy Writing
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Integrative Biology
Coyote Logistics April 2014 - Present
The Home Depot March 2014 - April 2014
Mary McDermott September 2012 - November 2013
The Second City January 2013 - October 2013
William Blair & Company September 2013 - September 2013
Rockford Orthopedic Associates, LTD. June 2010 - September 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Healthcare, Vital Signs, Nursing, Medicine, Orthopedic, PowerPoint, EKG, Customer Service, Research, Administration, Cpr Certified
Education
Second City Training Center 2013 — 2013
Comedy Writing
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Integrative Biology
Casey Goldman Casey Goldman's William Blair & Company Experience May 2012 - May 2014
Job GSV Sustainability Partners
Industry Venture Capital & Private Equity
Experience
GSV Sustainability Partners May 2014 - Present
GSV SP Foundation January 2015 - Present
William Blair & Company May 2012 - May 2014
New Eagle October 2011 - May 2012
Ross School of Business Community Consulting September 2010 - April 2012
Sumitomo Corporation of America May 2011 - August 2011
Olympia Media Group April 2010 - April 2011
Skills
Sales Management, Entrepreneurship, Publishing, Team Leadership, Investment Banking, Financial Analysis, Management, Financial Modeling, Leadership, Venture Capital, Chemical Engineering, Start-ups, Investments, Budgets, Finance, Corporate Finance, Competitive Analysis, Valuation, Strategy, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan - College of Engineering 2010 — 2013
Bachelor of Science in Engineering (BSE), Chemical Engineering
GSV Sustainability Partners May 2014 - Present
GSV SP Foundation January 2015 - Present
William Blair & Company May 2012 - May 2014
New Eagle October 2011 - May 2012
Ross School of Business Community Consulting September 2010 - April 2012
Sumitomo Corporation of America May 2011 - August 2011
Olympia Media Group April 2010 - April 2011
Skills
Sales Management, Entrepreneurship, Publishing, Team Leadership, Investment Banking, Financial Analysis, Management, Financial Modeling, Leadership, Venture Capital, Chemical Engineering, Start-ups, Investments, Budgets, Finance, Corporate Finance, Competitive Analysis, Valuation, Strategy, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan - College of Engineering 2010 — 2013
Bachelor of Science in Engineering (BSE), Chemical Engineering
Kristina Pecoraro's William Blair & Company Experience September 2013 - Present
Job Administrative Assistant William Blair & Company
Industry Investment Banking
Experience
William Blair & Company September 2013 - Present
John B. Murphy School August 2011 - September 2013
LaPage Architects February 2011 - September 2011
Wheaton Public Library September 2003 - August 2011
Skills
PowerPoint, Social Media, Data Entry, Administrative..., Outstanding..., Organization, Office Management, Administration, Invoicing, Event Planning, Facebook, Microsoft Office, Microsoft Word, Marketing, Event Management
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.S., Early Childhood Education
William Blair & Company September 2013 - Present
John B. Murphy School August 2011 - September 2013
LaPage Architects February 2011 - September 2011
Wheaton Public Library September 2003 - August 2011
Skills
PowerPoint, Social Media, Data Entry, Administrative..., Outstanding..., Organization, Office Management, Administration, Invoicing, Event Planning, Facebook, Microsoft Office, Microsoft Word, Marketing, Event Management
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.S., Early Childhood Education
Michael Sirvinskas Michael Sirvinskas's William Blair & Company Experience March 1993 - Present
Job Principal at William Blair & Company
Industry Investment Management
Experience
William Blair & Company March 1993 - Present
Rodman & Renshaw March 1990 - February 1993
E F Hutton August 1986 - March 1990
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BS, Industrial Distribution Management
John F. Kennedy High School 1978 — 1982
William Blair & Company March 1993 - Present
Rodman & Renshaw March 1990 - February 1993
E F Hutton August 1986 - March 1990
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BS, Industrial Distribution Management
John F. Kennedy High School 1978 — 1982
Brendan Gibney's William Blair & Company Experience June 2008 - June 2010
Job Senior Associate at Prospect Partners, LLC
Industry Venture Capital & Private Equity
Experience
Prospect Partners, LLC July 2014 - Present
TA Associates July 2010 - June 2014
William Blair & Company June 2008 - June 2010
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Prospect Partners, LLC July 2014 - Present
TA Associates July 2010 - June 2014
William Blair & Company June 2008 - June 2010
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Andrew Wickman's William Blair & Company Experience January 2015 - Present
Job Investment Management at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2015 - Present
FactSet March 2013 - January 2015
FactSet September 2010 - March 2013
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Economics, Investments, Equity Research, Equities, Portfolio Management, Valuation, Quantitative Analytics, Asset Allocation, Financial Modeling, Asset Managment, Mutual Funds, Investment Management, Financial Analysis, FactSet
Education
University of Kentucky 2006 — 2010
Business Bachelor of Science, Major: Economics
Gatton College of Business and Economics
Economics
William Blair & Company January 2015 - Present
FactSet March 2013 - January 2015
FactSet September 2010 - March 2013
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Economics, Investments, Equity Research, Equities, Portfolio Management, Valuation, Quantitative Analytics, Asset Allocation, Financial Modeling, Asset Managment, Mutual Funds, Investment Management, Financial Analysis, FactSet
Education
University of Kentucky 2006 — 2010
Business Bachelor of Science, Major: Economics
Gatton College of Business and Economics
Economics
Stephanie Boylan Stephanie Boylan's William Blair & Company Experience February 2014 - Present
Job Investment Banking at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2014 - Present
Mesirow Financial January 2011 - February 2014
Centro Properties Group March 2006 - September 2009
Skills
Real Estate, Property Management, Financial Analysis, Asset Managment, Asset Management, Due Diligence, Investments, Corporate Finance, Customer Service, Event Planning
Education
University of Iowa 1999 — 2003
Bachelor of Arts and Sciences, Communications and Journalism
William Blair & Company February 2014 - Present
Mesirow Financial January 2011 - February 2014
Centro Properties Group March 2006 - September 2009
Skills
Real Estate, Property Management, Financial Analysis, Asset Managment, Asset Management, Due Diligence, Investments, Corporate Finance, Customer Service, Event Planning
Education
University of Iowa 1999 — 2003
Bachelor of Arts and Sciences, Communications and Journalism
Anthony Sassali, CPA's William Blair & Company Experience April 2015 - August 2015
Job Solutions Architect at Workiva
Industry Accounting
Experience
Workiva September 2015 - Present
William Blair & Company April 2015 - August 2015
The Siegfried Group October 2013 - April 2015
Hospira June 2012 - October 2013
Hospira December 2010 - May 2012
Hospira January 2010 - November 2010
KPMG US July 2007 - December 2009
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Revenue Recognition, Cash Flow Forecasting, Financial Forecasting, Physical Inventory, SEC Filings, Analytical Skills, Balance Sheet Review, Inventory Analysis, Auditing, P&L Financial Management, P&L Forecasting, Income Statement, Financial Statement..., Technical Accounting..., Accounts Receivable, Fixed Asset Depreciation, Inventory Valuation, Financial Modeling, Capital Projects, Equity Research, Equity Valuation, SEC Financial Reporting, Financial Statement..., Technical Presentations, Presentation Skills
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Master's degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
Bachelor's degree, Accounting
Workiva September 2015 - Present
William Blair & Company April 2015 - August 2015
The Siegfried Group October 2013 - April 2015
Hospira June 2012 - October 2013
Hospira December 2010 - May 2012
Hospira January 2010 - November 2010
KPMG US July 2007 - December 2009
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Revenue Recognition, Cash Flow Forecasting, Financial Forecasting, Physical Inventory, SEC Filings, Analytical Skills, Balance Sheet Review, Inventory Analysis, Auditing, P&L Financial Management, P&L Forecasting, Income Statement, Financial Statement..., Technical Accounting..., Accounts Receivable, Fixed Asset Depreciation, Inventory Valuation, Financial Modeling, Capital Projects, Equity Research, Equity Valuation, SEC Financial Reporting, Financial Statement..., Technical Presentations, Presentation Skills
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Master's degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
Bachelor's degree, Accounting
Nikhill Patel Nikhill Patel's William Blair & Company Experience March 2014 - Present
Job Credit Analyst at William Blair
Industry Investment Management
Experience
William Blair & Company March 2014 - Present
Frost Investment Advisors March 2011 - March 2014
Bank of America Merrill Lynch March 2007 - March 2011
Northern Trust May 2005 - March 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Investments, Asset Management, Investment Management, Mutual Funds, Bonds, Strategy, Analysis, Forecasting, Structured Finance, Economics, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio..., Fixed Income Strategies, Cash Flow Forecasting, Credit Analysis, High Yield Bonds, Hedge Funds
Education
University of Illinois at Chicago 2000 — 2004
BS, Finance and Management Information Systems
William Blair & Company March 2014 - Present
Frost Investment Advisors March 2011 - March 2014
Bank of America Merrill Lynch March 2007 - March 2011
Northern Trust May 2005 - March 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Investments, Asset Management, Investment Management, Mutual Funds, Bonds, Strategy, Analysis, Forecasting, Structured Finance, Economics, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio..., Fixed Income Strategies, Cash Flow Forecasting, Credit Analysis, High Yield Bonds, Hedge Funds
Education
University of Illinois at Chicago 2000 — 2004
BS, Finance and Management Information Systems
Dan Grant Dan Grant's William Blair & Company Experience March 1994 - Present
Job Partner at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 1994 - Present
Salomon Brothers 1986 - 1994
Education
University of Illinois at Urbana-Champaign 1985 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor's degree, Economics
William Blair & Company March 1994 - Present
Salomon Brothers 1986 - 1994
Education
University of Illinois at Urbana-Champaign 1985 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor's degree, Economics
Eileen McTigue's William Blair & Company Experience May 2014 - June 2014
Job External Reporting Team Intern, Seagate Technology
Industry Financial Services
Experience
Seagate Technology May 2015 - Present
University of Notre Dame Office of Research February 2014 - Present
William Blair & Company May 2014 - June 2014
Skills
Management, Microsoft Word, Social Media, Microsoft Excel
Education
University of Notre Dame 2013 — 2017
Bachelor's degree, Finance, General, Junior
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor’s Degree, Finance
Seagate Technology May 2015 - Present
University of Notre Dame Office of Research February 2014 - Present
William Blair & Company May 2014 - June 2014
Skills
Management, Microsoft Word, Social Media, Microsoft Excel
Education
University of Notre Dame 2013 — 2017
Bachelor's degree, Finance, General, Junior
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor’s Degree, Finance
Bruno Kolb's William Blair & Company Experience June 2012 - June 2014
Job Associate at Pamlico Capital
Industry Venture Capital & Private Equity
Experience
Pamlico Capital August 2014 - Present
William Blair & Company June 2012 - June 2014
Illinois Business Consulting August 2011 - May 2012
William Blair & Company May 2011 - August 2011
Skills
Management, DCF, Banking, Data Analysis, Equities, Business Valuation, Consulting, Business Strategy, Corporate Development, Financial Modeling, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Pamlico Capital August 2014 - Present
William Blair & Company June 2012 - June 2014
Illinois Business Consulting August 2011 - May 2012
William Blair & Company May 2011 - August 2011
Skills
Management, DCF, Banking, Data Analysis, Equities, Business Valuation, Consulting, Business Strategy, Corporate Development, Financial Modeling, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Thomas Falkenberg's William Blair & Company Experience May 2012 - August 2013
Job Financial Analyst at Institutional Property Advisors
Industry Real Estate
Experience
Institutional Property Advisors, a Marcus & Millichap company June 2014 - Present
RMI Athletics August 2012 - May 2014
William Blair & Company May 2012 - August 2013
Williams Montgomery & John May 2010 - December 2011
Skills
PowerPoint, Mutual Funds, Bonds, Equities, ETFs, Microsoft Office, Public Speaking, Social Media, Data Analysis, Financial Analysis, Access, Microsoft Word, Bloomberg, Financial Modeling, Microsoft Excel, Finance, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor’s Degree, Finance
Institutional Property Advisors, a Marcus & Millichap company June 2014 - Present
RMI Athletics August 2012 - May 2014
William Blair & Company May 2012 - August 2013
Williams Montgomery & John May 2010 - December 2011
Skills
PowerPoint, Mutual Funds, Bonds, Equities, ETFs, Microsoft Office, Public Speaking, Social Media, Data Analysis, Financial Analysis, Access, Microsoft Word, Bloomberg, Financial Modeling, Microsoft Excel, Finance, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor’s Degree, Finance
Brooke DeGroot's William Blair & Company Experience 2012 - 2013
Job Group Sales and Fundraising at Oakland Raiders
Industry Marketing and Advertising
Experience
Oakland Raiders April 2014 - Present
Detroit Red Wings May 2013 - April 2014
8NINE Agency December 2012 - April 2014
William Blair & Company 2012 - 2013
Studio Pandora November 2011 - July 2012
Montana Club January 2007 - July 2012
University of Montana September 2011 - April 2012
Hilton Garden Inn June 2010 - July 2010
Skills
Microsoft Office, Social Media Marketing, Digital Media, PowerPoint, Marketing, College Recruiting, Sponsorship Activation, Web Analytics, Blogging, Email Marketing, Event Planning, Wordpress, SEO, SEM, Time Management, Public Relations, Sports, Social Networking, Marketing Strategy, Social Media, Building Relationships, Sales, CRM, Microsoft Excel, Digital Marketing, Sports Marketing, Cold Calling, Product Marketing, Strategic Planning, Advertising, Ticket Sales, Customer Service, Marketing Communications, Fundraising, Facebook, Recruiting, Event Management, Salesforce.com, Adobe Creative Suite, Google Analytics, Archtics, Account Management, Customer Retention, Public Speaking, Leadership, Sales Management, Media Relations, Sponsorship, Google Adwords, Online Advertising
Education
The University of Montana 2007 — 2011
Bachelor of Science (B.S.) Business Administration, Marketing
Oakland Raiders April 2014 - Present
Detroit Red Wings May 2013 - April 2014
8NINE Agency December 2012 - April 2014
William Blair & Company 2012 - 2013
Studio Pandora November 2011 - July 2012
Montana Club January 2007 - July 2012
University of Montana September 2011 - April 2012
Hilton Garden Inn June 2010 - July 2010
Skills
Microsoft Office, Social Media Marketing, Digital Media, PowerPoint, Marketing, College Recruiting, Sponsorship Activation, Web Analytics, Blogging, Email Marketing, Event Planning, Wordpress, SEO, SEM, Time Management, Public Relations, Sports, Social Networking, Marketing Strategy, Social Media, Building Relationships, Sales, CRM, Microsoft Excel, Digital Marketing, Sports Marketing, Cold Calling, Product Marketing, Strategic Planning, Advertising, Ticket Sales, Customer Service, Marketing Communications, Fundraising, Facebook, Recruiting, Event Management, Salesforce.com, Adobe Creative Suite, Google Analytics, Archtics, Account Management, Customer Retention, Public Speaking, Leadership, Sales Management, Media Relations, Sponsorship, Google Adwords, Online Advertising
Education
The University of Montana 2007 — 2011
Bachelor of Science (B.S.) Business Administration, Marketing
Jim Belknap's William Blair & Company Experience 1984 - 1985
Job Senior Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 2009 - Present
Citi Family Office 2006 - 2009
Smith Barney 1988 - 2006
Prescott Ball & Turben 1985 - 1988
William Blair & Company 1984 - 1985
Peat Marwick Mitchell & Co. 1980 - 1984
Education
University of Notre Dame 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
UBS Financial Services, Inc. 2009 - Present
Citi Family Office 2006 - 2009
Smith Barney 1988 - 2006
Prescott Ball & Turben 1985 - 1988
William Blair & Company 1984 - 1985
Peat Marwick Mitchell & Co. 1980 - 1984
Education
University of Notre Dame 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
David J. Lin, CFA's William Blair & Company Experience January 2014 - Present
Job The Grant Private Wealth Advisory Group at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2014 - Present
Skills
Due Diligence, Financial Analysis
Education
NCHS
University of Illinois at Urbana-Champaign
William Blair & Company January 2014 - Present
Skills
Due Diligence, Financial Analysis
Education
NCHS
University of Illinois at Urbana-Champaign
Daniel Iannessa Daniel Iannessa's William Blair & Company Experience June 2008 - Present
Job International Equity Trader at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2008 - Present
William Blair & Company June 2007 - June 2008
William Blair & Company May 2005 - June 2007
Skills
Equities, Bloomberg, Series 7, Investments, Capital Markets, Portfolio Management, Series 63, Valuation, Algorithms, Direct Market Access, Asia Pacific, Emerging Markets, Latin America, Financial Analysis, Trading, Asset Management, Financial Markets, Securities
Education
University of Dayton 1999 — 2003
Bachelor of Science (B.S.), Finance, General
St. Viator
William Blair & Company June 2008 - Present
William Blair & Company June 2007 - June 2008
William Blair & Company May 2005 - June 2007
Skills
Equities, Bloomberg, Series 7, Investments, Capital Markets, Portfolio Management, Series 63, Valuation, Algorithms, Direct Market Access, Asia Pacific, Emerging Markets, Latin America, Financial Analysis, Trading, Asset Management, Financial Markets, Securities
Education
University of Dayton 1999 — 2003
Bachelor of Science (B.S.), Finance, General
St. Viator
Graham Reese-Gawthorne's William Blair & Company Experience May 2015 - Present
Job Investment Banking Summer Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2015 - Present
Paine & Partners July 2014 - August 2014
Angkor Strategic Advisors June 2014 - July 2014
RWTA Cetera Advisors May 2013 - August 2013
Bank of the West May 2012 - May 2012
West Coast Athletic Clubs June 2010 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2016
Bachelor of Science (B.S.), Finance
Head-Royce School 2008 — 2012
William Blair & Company May 2015 - Present
Paine & Partners July 2014 - August 2014
Angkor Strategic Advisors June 2014 - July 2014
RWTA Cetera Advisors May 2013 - August 2013
Bank of the West May 2012 - May 2012
West Coast Athletic Clubs June 2010 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2016
Bachelor of Science (B.S.), Finance
Head-Royce School 2008 — 2012
Greg Scolaro, CPA's William Blair & Company Experience January 2014 - Present
Job Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company January 2014 - Present
KPMG US August 2012 - December 2013
KPMG June 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master of Science (M.S.), Accounting
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor's degree, Accounting
William Blair & Company January 2014 - Present
KPMG US August 2012 - December 2013
KPMG June 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master of Science (M.S.), Accounting
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor's degree, Accounting
Jenica Blechschmidt Jenica Blechschmidt's William Blair & Company Experience June 2012 - June 2013
Job Group Global Marketing Strategy Manager
Industry Computer Software
Experience
Box February 2015 - Present
Box August 2014 - Present
Box March 2014 - Present
Box June 2013 - Present
William Blair & Company June 2012 - June 2013
William Blair and Company June 2010 - June 2012
Janney Montgomery Scott July 2009 - July 2010
Wachovia Securities, LLC June 2008 - July 2008
Skills
Investment Banking, Financial Modeling, Strategy, Valuation, Competitive Analysis, Investments, Business Development, Finance, LBO, Analysis, Equities, Capital Markets, Excel models, PowerPoint, PowerPoint development, Economics
Education
University of Pennsylvania 2005 — 2009
Digital Media Design
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance
Box February 2015 - Present
Box August 2014 - Present
Box March 2014 - Present
Box June 2013 - Present
William Blair & Company June 2012 - June 2013
William Blair and Company June 2010 - June 2012
Janney Montgomery Scott July 2009 - July 2010
Wachovia Securities, LLC June 2008 - July 2008
Skills
Investment Banking, Financial Modeling, Strategy, Valuation, Competitive Analysis, Investments, Business Development, Finance, LBO, Analysis, Equities, Capital Markets, Excel models, PowerPoint, PowerPoint development, Economics
Education
University of Pennsylvania 2005 — 2009
Digital Media Design
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance
Nora Turek's William Blair & Company Experience May 2011 - August 2011
Job Financial Operations Analyst at Greycroft Partners
Industry Financial Services
Experience
Greycroft Partners September 2015 - Present
Houlihan Lokey July 2013 - September 2015
Houlihan Lokey May 2012 - August 2012
William Blair & Company May 2011 - August 2011
Skills
Venture Capital, Matlab, Corporate Finance, Technology Management, Financial Modeling, Microsoft Excel, Data Analysis, Valuation, PowerPoint, Financial Analysis, Microsoft Office, Finance, Economics, Investment Banking, Microsoft Word, Bloomberg
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Finance
University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Systems Engineering
Greycroft Partners September 2015 - Present
Houlihan Lokey July 2013 - September 2015
Houlihan Lokey May 2012 - August 2012
William Blair & Company May 2011 - August 2011
Skills
Venture Capital, Matlab, Corporate Finance, Technology Management, Financial Modeling, Microsoft Excel, Data Analysis, Valuation, PowerPoint, Financial Analysis, Microsoft Office, Finance, Economics, Investment Banking, Microsoft Word, Bloomberg
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Finance
University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Systems Engineering
Willie Zantzinger Willie Zantzinger's William Blair & Company Experience 2013 - Present
Job Investment Advisor
Industry Investment Management
Experience
William Blair & Company 2013 - Present
Gardner Lewis Asset Management 1992 - 2012
Compass Point Research and Trading 2009 - 2010
Morgan Stanley International 1988 - 1990
Morgan Stanley 1986 - 1987
Morgan Olmstead Kennedy & Gardner 1985 - 1985
Johnston Lemon & Co. 1983 - 1985
Skills
Financial Services, Investment Advisory, Mutual Funds, Asset Allocation, Marketing Strategy, Leadership, Management, Risk Assessment, Sales, Risk Management, Investment Management, Equities, Asset Management, Financial Markets, Trading, Securities, Business Development
Education
Darden Graduate School of Business Administration 1990 — 1992
MBA, Finance, General
University of Virginia 1981 — 1983
Bachelor of Arts (BA), Economics
UNC Chapel Hill 1979 — 1981
William Blair & Company 2013 - Present
Gardner Lewis Asset Management 1992 - 2012
Compass Point Research and Trading 2009 - 2010
Morgan Stanley International 1988 - 1990
Morgan Stanley 1986 - 1987
Morgan Olmstead Kennedy & Gardner 1985 - 1985
Johnston Lemon & Co. 1983 - 1985
Skills
Financial Services, Investment Advisory, Mutual Funds, Asset Allocation, Marketing Strategy, Leadership, Management, Risk Assessment, Sales, Risk Management, Investment Management, Equities, Asset Management, Financial Markets, Trading, Securities, Business Development
Education
Darden Graduate School of Business Administration 1990 — 1992
MBA, Finance, General
University of Virginia 1981 — 1983
Bachelor of Arts (BA), Economics
UNC Chapel Hill 1979 — 1981
Laura Rogas's William Blair & Company Experience May 2013 - Present
Job Meeting Coordinator at William Blair
Industry Writing and Editing
Experience
William Blair & Company May 2013 - Present
William Blair & Company July 2011 - Present
Freelance August 2009 - Present
Glenbard East High School 2009 - January 2014
Pearson Education April 2011 - May 2011
Redbox June 2010 - August 2010
National Express October 2009 - January 2010
Columbia Missourian May 2009 - August 2009
University of Missouri September 2008 - May 2009
Columbia Missourian August 2007 - December 2007
Skills
Press Releases, Editing, Newsletters, Adobe Creative Suite, Storytelling, Creative Writing, Spanish, Internal Communications, PowerPoint, Layout, Ap Style, Journalism, Blogging, Microsoft Word, iMovie, Social Media, Copy Editing, Breaking News, Headline Writing, Fact-checking
Education
University of Missouri-Columbia 2005 — 2009
BJ, Journalism, Spanish
Edinburgh Napier University 2008 — 2008
Journalism, Communications
William Blair & Company May 2013 - Present
William Blair & Company July 2011 - Present
Freelance August 2009 - Present
Glenbard East High School 2009 - January 2014
Pearson Education April 2011 - May 2011
Redbox June 2010 - August 2010
National Express October 2009 - January 2010
Columbia Missourian May 2009 - August 2009
University of Missouri September 2008 - May 2009
Columbia Missourian August 2007 - December 2007
Skills
Press Releases, Editing, Newsletters, Adobe Creative Suite, Storytelling, Creative Writing, Spanish, Internal Communications, PowerPoint, Layout, Ap Style, Journalism, Blogging, Microsoft Word, iMovie, Social Media, Copy Editing, Breaking News, Headline Writing, Fact-checking
Education
University of Missouri-Columbia 2005 — 2009
BJ, Journalism, Spanish
Edinburgh Napier University 2008 — 2008
Journalism, Communications
Todd B. McCartney Todd B. McCartney's William Blair & Company Experience 2010 - 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
William Blair & Company 2010 - 2012
Goldman Sachs 2000 - 2010
Lord, Abbett & Co. LLC 1994 - 2000
Skills
Financial Accounting
Education
University of Pennsylvania
Wharton School of Business, Certified Investment Management Analyst (CIMA)
Valparaiso University School of Law
Juris Doctor
Wheaton College
Bachelor of Arts (B.A.)
Glenbard West High School
Edward Jones 2013 - Present
William Blair & Company 2010 - 2012
Goldman Sachs 2000 - 2010
Lord, Abbett & Co. LLC 1994 - 2000
Skills
Financial Accounting
Education
University of Pennsylvania
Wharton School of Business, Certified Investment Management Analyst (CIMA)
Valparaiso University School of Law
Juris Doctor
Wheaton College
Bachelor of Arts (B.A.)
Glenbard West High School
Kailey Zaucha's William Blair & Company Experience November 2014 - Present
Job RFP Writer, Investment Management at William Blair & Company
Industry Public Relations and Communications
Experience
William Blair & Company November 2014 - Present
Northern Trust May 2013 - November 2014
Vosges Haut-Chocolat May 2012 - August 2012
University of Illinois at Urbana-Champaign August 2011 - December 2011
Illini Public Relations Association August 2010 - December 2011
Dance Marathon February 2010 - February 2011
Delta Gamma Women's Fraternity December 2009 - January 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Twitter, Public Relations, Social Media, Communication, Writing, Organization, Blogging, Marketing Communications, Press Releases, Social Networking, Event Management, Social Media Marketing, Higher Education, Event Planning, Management, Newsletters, Time Management, Leadership, Fundraising, Marketing, InDesign, Research, Advertising, Online Marketing, Spanish, Illustrator, Creative Writing, Community Outreach, Public Speaking, Microsoft Office, Editing, WordPress, Adobe Creative Suite, Photoshop, AP Style, Nonprofits, Copywriting
Education
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Arts in Communication, Liberal Arts and Studies, 3.73/4.00
Scuola Leonardo da Vinci in Rome, Italy 2012 — 2012
Food and Culture
Prospect High School 2005 — 2009
William Blair & Company November 2014 - Present
Northern Trust May 2013 - November 2014
Vosges Haut-Chocolat May 2012 - August 2012
University of Illinois at Urbana-Champaign August 2011 - December 2011
Illini Public Relations Association August 2010 - December 2011
Dance Marathon February 2010 - February 2011
Delta Gamma Women's Fraternity December 2009 - January 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Twitter, Public Relations, Social Media, Communication, Writing, Organization, Blogging, Marketing Communications, Press Releases, Social Networking, Event Management, Social Media Marketing, Higher Education, Event Planning, Management, Newsletters, Time Management, Leadership, Fundraising, Marketing, InDesign, Research, Advertising, Online Marketing, Spanish, Illustrator, Creative Writing, Community Outreach, Public Speaking, Microsoft Office, Editing, WordPress, Adobe Creative Suite, Photoshop, AP Style, Nonprofits, Copywriting
Education
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Arts in Communication, Liberal Arts and Studies, 3.73/4.00
Scuola Leonardo da Vinci in Rome, Italy 2012 — 2012
Food and Culture
Prospect High School 2005 — 2009
Jeff Dorsheimer Jeff Dorsheimer's William Blair & Company Experience May 2013 - Present
Job Associate, Investment Banking at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2013 - Present
Pfizer May 2012 - August 2012
Canaccord Genuity Inc. June 2008 - June 2011
Canaccord Genuity Inc. June 2006 - June 2008
Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
BA, Economics
William Blair & Company May 2013 - Present
Pfizer May 2012 - August 2012
Canaccord Genuity Inc. June 2008 - June 2011
Canaccord Genuity Inc. June 2006 - June 2008
Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
BA, Economics
David Tiffin David Tiffin's William Blair & Company Experience September 2014 - Present
Job Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2014 - Present
Robert W. Baird & Co. June 2012 - August 2014
David Tiffin & Associates October 2011 - June 2012
RBC Capital Markets December 2002 - October 2011
Richardson ISD February 1976 - November 2002
Skills
Bonds, Administration, Policy, Strategic Planning, Financial Analysis, Accounting, Budgeting, Public Finance, Customer Relations, Debt, Capital Markets, Financial Reporting, Financial Management, Investment Banking, Credit Analysis, Portfolio Management, Financial Modeling, Public Speaking, Microsoft Office, Non-profits, Problem Solving, Fixed Income, Budgets, Risk Management, Leadership, Nonprofits, Finance, Series 7, Managerial Finance, Management Consulting, Investments, Securities, Customer Service, Strategic Financial..., Due Diligence, Series 63, Corporate Finance, Derivatives, Financial Structuring, Valuation, Equities, Hedge Funds, Private Equity, Asset Management, Mergers & Acquisitions, Alternative Investments, Treasury Management, Banking, Municipal Bonds, Credit
Education
Texarkana Arkansas High School
University of North Texas
BBA, Accounting
William Blair & Company September 2014 - Present
Robert W. Baird & Co. June 2012 - August 2014
David Tiffin & Associates October 2011 - June 2012
RBC Capital Markets December 2002 - October 2011
Richardson ISD February 1976 - November 2002
Skills
Bonds, Administration, Policy, Strategic Planning, Financial Analysis, Accounting, Budgeting, Public Finance, Customer Relations, Debt, Capital Markets, Financial Reporting, Financial Management, Investment Banking, Credit Analysis, Portfolio Management, Financial Modeling, Public Speaking, Microsoft Office, Non-profits, Problem Solving, Fixed Income, Budgets, Risk Management, Leadership, Nonprofits, Finance, Series 7, Managerial Finance, Management Consulting, Investments, Securities, Customer Service, Strategic Financial..., Due Diligence, Series 63, Corporate Finance, Derivatives, Financial Structuring, Valuation, Equities, Hedge Funds, Private Equity, Asset Management, Mergers & Acquisitions, Alternative Investments, Treasury Management, Banking, Municipal Bonds, Credit
Education
Texarkana Arkansas High School
University of North Texas
BBA, Accounting
Sai Parepally's William Blair & Company Experience May 2013 - August 2013
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2015 - Present
Barclays Investment Bank June 2014 - August 2014
William Blair & Company May 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania September 2012 - August 2013
Meidlinger Partners, LLC November 2012 - May 2013
The Wharton School May 2012 - August 2012
University of Chicago Medical Center June 2011 - August 2011
Northwestern University, Feinberg School of Medicine June 2010 - May 2011
Atlas Tutors September 2010 - April 2011
University of Illinois at Chicago June 2009 - May 2010
Skills
Matlab, Valuation Modeling, Financial Statement..., Financial Accounting, Technical Writing, Data Analysis, Research, Statistics, Differential Equations, Microsoft Office, Spanish
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.Sc.), Finance
Illinois Math and Science Academy 2008 — 2011
High School Diploma
Naperville North High School 2007 — 2008
Moelis & Company July 2015 - Present
Barclays Investment Bank June 2014 - August 2014
William Blair & Company May 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania September 2012 - August 2013
Meidlinger Partners, LLC November 2012 - May 2013
The Wharton School May 2012 - August 2012
University of Chicago Medical Center June 2011 - August 2011
Northwestern University, Feinberg School of Medicine June 2010 - May 2011
Atlas Tutors September 2010 - April 2011
University of Illinois at Chicago June 2009 - May 2010
Skills
Matlab, Valuation Modeling, Financial Statement..., Financial Accounting, Technical Writing, Data Analysis, Research, Statistics, Differential Equations, Microsoft Office, Spanish
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.Sc.), Finance
Illinois Math and Science Academy 2008 — 2011
High School Diploma
Naperville North High School 2007 — 2008
Matthew Larew Matthew Larew's William Blair & Company Experience September 2012 - Present
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2012 - Present
University of Iowa Hospitals and Clinics August 2010 - June 2012
State of Wisconsin Investment Board May 2011 - August 2011
Kameda Medical Center May 2010 - August 2010
University of Iowa Bone Healing Research Lab August 2008 - May 2010
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
MBA
University of Iowa 2009 — 2012
MHA, Health Administration
University of Notre Dame 2004 — 2008
B.S., Biological Sciences
William Blair & Company September 2012 - Present
University of Iowa Hospitals and Clinics August 2010 - June 2012
State of Wisconsin Investment Board May 2011 - August 2011
Kameda Medical Center May 2010 - August 2010
University of Iowa Bone Healing Research Lab August 2008 - May 2010
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
MBA
University of Iowa 2009 — 2012
MHA, Health Administration
University of Notre Dame 2004 — 2008
B.S., Biological Sciences
Joe Madar Joe Madar's William Blair & Company Experience October 2014 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Banking
Experience
William Blair & Company October 2014 - Present
PNC July 2012 - October 2014
PNC August 2011 - July 2012
PNC June 2010 - July 2011
EDMC May 2009 - October 2009
Skills
Competitive Analysis, Financial Analysis, Credit Risk, Banking, Portfolio Management, Marketing, Financial Services, Financial Modeling, Investments, Credit, Investment Banking
Education
University of Pittsburgh 2006 — 2010
Bachelor's of Science in Business Administration, Major: Finance & Marketing, Minor: Economics, Certificate: Leadership & Ethics
Thomas Jefferson High School 2002 — 2006
William Blair & Company October 2014 - Present
PNC July 2012 - October 2014
PNC August 2011 - July 2012
PNC June 2010 - July 2011
EDMC May 2009 - October 2009
Skills
Competitive Analysis, Financial Analysis, Credit Risk, Banking, Portfolio Management, Marketing, Financial Services, Financial Modeling, Investments, Credit, Investment Banking
Education
University of Pittsburgh 2006 — 2010
Bachelor's of Science in Business Administration, Major: Finance & Marketing, Minor: Economics, Certificate: Leadership & Ethics
Thomas Jefferson High School 2002 — 2006
Matt Dittman's William Blair & Company Experience May 2013 - Present
Job Analyst, Commercial Real Estate Finance at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company May 2013 - Present
Wintrust Financial Corporation August 2011 - May 2013
Skills
Leadership, Training, Financial Analysis, Credit, Cash Flow, Real Estate, Finance, Financial Modeling, Microsoft Excel, Banking, Credit Analysis, Commercial Lending, Capital Markets, Due Diligence, Analysis, Customer Service, Loans, PowerPoint, Microsoft Office, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2011
Bachelor of Science (BS), Finance/Marketing
William Blair & Company May 2013 - Present
Wintrust Financial Corporation August 2011 - May 2013
Skills
Leadership, Training, Financial Analysis, Credit, Cash Flow, Real Estate, Finance, Financial Modeling, Microsoft Excel, Banking, Credit Analysis, Commercial Lending, Capital Markets, Due Diligence, Analysis, Customer Service, Loans, PowerPoint, Microsoft Office, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2011
Bachelor of Science (BS), Finance/Marketing
Janet Gassmann Janet Gassmann's William Blair & Company Experience August 1994 - May 2001
Job Sales Support Representative at ADW Acosta
Industry Health, Wellness and Fitness
Experience
ADW Acosta March 2014 - Present
RCC, Inc. November 2012 - Present
Lifetime Fitness, Elite Fitness 2006 - Present
Jones Lang LaSalle November 2012 - January 2013
William Blair & Company August 1994 - May 2001
Skills
Word, Public Speaking, Microsoft Office, Microsoft Outlook, PeopleSoft, SharePoint, Customer Service, Fitness, Microsoft Word, Outlook, Leadership, Training, Event Planning
Education
University of Iowa, Iowa City 1986 — 1989
BA, Broadcast Journalism
University of Missouri-Columbia 1985 — 1986
ADW Acosta March 2014 - Present
RCC, Inc. November 2012 - Present
Lifetime Fitness, Elite Fitness 2006 - Present
Jones Lang LaSalle November 2012 - January 2013
William Blair & Company August 1994 - May 2001
Skills
Word, Public Speaking, Microsoft Office, Microsoft Outlook, PeopleSoft, SharePoint, Customer Service, Fitness, Microsoft Word, Outlook, Leadership, Training, Event Planning
Education
University of Iowa, Iowa City 1986 — 1989
BA, Broadcast Journalism
University of Missouri-Columbia 1985 — 1986
Robert Munnings Robert Munnings's William Blair & Company Experience June 2015 - Present
Job Equity Research Junior Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2015 - Present
William Blair & Company June 2014 - August 2014
Illinois Business Consulting January 2014 - June 2014
Illinois Business Consulting January 2013 - December 2013
Students Consulting for Nonprofit Organizations January 2013 - May 2013
University of Illinois Campus Recreation September 2012 - May 2013
Students Consulting for Nonprofit Organizations January 2012 - December 2012
FedEx Ground May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Leadership, Data Analysis, Financial Analysis, Management, Time Management, Accounting
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Mundelein High School 2007 — 2011
William Blair & Company June 2015 - Present
William Blair & Company June 2014 - August 2014
Illinois Business Consulting January 2014 - June 2014
Illinois Business Consulting January 2013 - December 2013
Students Consulting for Nonprofit Organizations January 2013 - May 2013
University of Illinois Campus Recreation September 2012 - May 2013
Students Consulting for Nonprofit Organizations January 2012 - December 2012
FedEx Ground May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Leadership, Data Analysis, Financial Analysis, Management, Time Management, Accounting
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Mundelein High School 2007 — 2011
Aasir Raheemullah Aasir Raheemullah's William Blair & Company Experience July 2015 - Present
Job William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2015 - Present
Chicago Public Schools February 2015 - June 2015
Insurance Auto Auctions September 2014 - December 2014
Skills
Leadership, Time Management, Microsoft Word, Access, Data Analysis
Education
University of Illinois at Chicago 2010 — 2014
Bachelor of Science, Finance
William Blair & Company July 2015 - Present
Chicago Public Schools February 2015 - June 2015
Insurance Auto Auctions September 2014 - December 2014
Skills
Leadership, Time Management, Microsoft Word, Access, Data Analysis
Education
University of Illinois at Chicago 2010 — 2014
Bachelor of Science, Finance
Kim Doyle's William Blair & Company Experience August 2007 - December 2009
Job Associate at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle April 2010 - Present
InterCall November 2009 - April 2010
William Blair & Company August 2007 - December 2009
Food for Thought May 2006 - June 2007
Skills
Project Management, Financial Analysis, CoStar, ProCalc, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Business Analysis, Business Strategy, Marketing, Financial Modeling, Program Management, Valuation, Real Estate, Competitive Analysis
Education
University of Illinois at Urbana-Champaign
B.S
Jones Lang LaSalle April 2010 - Present
InterCall November 2009 - April 2010
William Blair & Company August 2007 - December 2009
Food for Thought May 2006 - June 2007
Skills
Project Management, Financial Analysis, CoStar, ProCalc, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Business Analysis, Business Strategy, Marketing, Financial Modeling, Program Management, Valuation, Real Estate, Competitive Analysis
Education
University of Illinois at Urbana-Champaign
B.S
Olga Duvvuri Olga Duvvuri's William Blair & Company Experience 2008 - 2008
Job Portfolio Account Specialist at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments 2014 - Present
CNA Insurance 2009 - 2013
William Blair & Company 2008 - 2008
CNA Insurance 2006 - 2008
Driehaus Capital Management LLC 2000 - 2002
Education
University of Illinois at Chicago
Bachelor of Science (BS)
Nuveen Investments 2014 - Present
CNA Insurance 2009 - 2013
William Blair & Company 2008 - 2008
CNA Insurance 2006 - 2008
Driehaus Capital Management LLC 2000 - 2002
Education
University of Illinois at Chicago
Bachelor of Science (BS)
John L. Corliss John L. Corliss's William Blair & Company Experience 2000 - 2003
Job
Industry Venture Capital & Private Equity
Experience
J Corliss Advisory 2015 - Present
Boreal Genomics 2011 - 2014
Agilent Technologies 2008 - 2011
Agilent Technologies 2006 - 2008
Synopsys Inc 2005 - 2006
CapitalSource 2003 - 2005
William Blair & Company 2000 - 2003
Skills
Mergers, Due Diligence, Valuation, Strategy, Start-ups, Corporate Development, Investments, Business Development, Equities, Risk Management, Finance, Market Research, LBO, Financial Modeling, Analysis, Contract Negotiation, Corporate Finance, Venture Capital, Leadership, Private Equity, Mergers & Acquisitions, Strategic Financial..., Management Consulting, Entrepreneurship, Competitive Analysis, Management, Executive Management, Financial Analysis, Acquisition Integration, M&A experience, Restructuring, Divestitures, Investment Banking, IPO, Administration, Supply Chain, IT Management, Manufacturing, Life Sciences, Operations Management, Product Development
Education
University of Pennsylvania - The Wharton School
MBA
University of Chicago
BA, Economics
J Corliss Advisory 2015 - Present
Boreal Genomics 2011 - 2014
Agilent Technologies 2008 - 2011
Agilent Technologies 2006 - 2008
Synopsys Inc 2005 - 2006
CapitalSource 2003 - 2005
William Blair & Company 2000 - 2003
Skills
Mergers, Due Diligence, Valuation, Strategy, Start-ups, Corporate Development, Investments, Business Development, Equities, Risk Management, Finance, Market Research, LBO, Financial Modeling, Analysis, Contract Negotiation, Corporate Finance, Venture Capital, Leadership, Private Equity, Mergers & Acquisitions, Strategic Financial..., Management Consulting, Entrepreneurship, Competitive Analysis, Management, Executive Management, Financial Analysis, Acquisition Integration, M&A experience, Restructuring, Divestitures, Investment Banking, IPO, Administration, Supply Chain, IT Management, Manufacturing, Life Sciences, Operations Management, Product Development
Education
University of Pennsylvania - The Wharton School
MBA
University of Chicago
BA, Economics
Anne O'Reilly Anne O'Reilly's William Blair & Company Experience February 2015 - Present
Job Internal Communications Associate at William Blair & Company
Industry Public Relations and Communications
Experience
William Blair & Company February 2015 - Present
Skirt PR December 2014 - February 2015
SKOOG Productions July 2014 - November 2014
Skoog Productions LLC September 2013 - July 2014
GolinHarris October 2011 - September 2013
GolinHarris June 2011 - October 2011
Wolverine Cuizine September 2009 - April 2011
SHEI Magazine February 2009 - April 2011
Skills
Public Relations, Editing, Social Media, Social Media Marketing, Media Relations, Internal Communications, Marketing Communications
Education
University of Michigan 2007 — 2011
Bachelor of Arts, English
William Blair & Company February 2015 - Present
Skirt PR December 2014 - February 2015
SKOOG Productions July 2014 - November 2014
Skoog Productions LLC September 2013 - July 2014
GolinHarris October 2011 - September 2013
GolinHarris June 2011 - October 2011
Wolverine Cuizine September 2009 - April 2011
SHEI Magazine February 2009 - April 2011
Skills
Public Relations, Editing, Social Media, Social Media Marketing, Media Relations, Internal Communications, Marketing Communications
Education
University of Michigan 2007 — 2011
Bachelor of Arts, English
Andrew Frank Andrew Frank's William Blair & Company Experience June 2012 - July 2014
Job Associate at Trive Capital
Industry Venture Capital & Private Equity
Experience
Trive Capital March 2015 - Present
The Synchronous Group August 2014 - February 2015
William Blair & Company June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Beringea Limited June 2010 - August 2010
Skills
Corporate Finance, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance and Accounting
Trive Capital March 2015 - Present
The Synchronous Group August 2014 - February 2015
William Blair & Company June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Beringea Limited June 2010 - August 2010
Skills
Corporate Finance, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance and Accounting
Luke Christianson Luke Christianson's William Blair & Company Experience June 2013 - March 2015
Job Analyst at Lazard Middle Market LLC
Industry Investment Banking
Experience
Lazard Middle Market LLC April 2015 - Present
William Blair & Company June 2013 - March 2015
William Blair & Company June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Premium Painting September 2008 - August 2010
Education
University of Iowa 2008 — 2013
Bachelor’s Degree, Accounting and Finance
Lazard Middle Market LLC April 2015 - Present
William Blair & Company June 2013 - March 2015
William Blair & Company June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Premium Painting September 2008 - August 2010
Education
University of Iowa 2008 — 2013
Bachelor’s Degree, Accounting and Finance
Kristen Wiberg Kristen Wiberg's William Blair & Company Experience 1991 - 1992
Job Business Development and Account Management Executive; Financial Services
Industry Financial Services
Experience
Algomi April 2015 - Present
IMATCHATIVE INC. April 2014 - August 2014
S&P Capital IQ September 2009 - April 2014
Thomson Reuters May 2005 - September 2009
Phoenix Global Advisors, LLC August 2002 - December 2004
BrokerTec Futures September 2001 - August 2002
Bear Stearns 1994 - 2001
Credit Suisse (Formerly CS First Boston) 1992 - 1994
William Blair & Company 1991 - 1992
Ennis Knupp & Associates 1989 - 1991
Skills
Fixed Income, Equities, Financial Markets, ETFs, Trading, Bloomberg, Derivatives, Hedge Funds, Business Development, Portfolio Management, Electronic Trading, Strategic Planning, Team Management, Financial Services, Cross-functional Team..., Foreign Exchange, Market Data, Options, Investment Banking, Asset Management, Mutual Funds, Economics, Capital Markets, Commodity, Investments, Equity Research, Commodity Markets, Syndications, Investment Management, Proprietary Trading, Strategy, Alternative Investments, Relationship Management, Stakeholder Management, Stakeholder Engagement, Sales, Customer Relations
Education
University of Illinois at Chicago 1988 — 1991
BS, Finance and Marketing
University of Illinois at Urbana-Champaign 1986 — 1988
Bachelor of Science, Finance and Marketing
Richards 1982 — 1986
Algomi April 2015 - Present
IMATCHATIVE INC. April 2014 - August 2014
S&P Capital IQ September 2009 - April 2014
Thomson Reuters May 2005 - September 2009
Phoenix Global Advisors, LLC August 2002 - December 2004
BrokerTec Futures September 2001 - August 2002
Bear Stearns 1994 - 2001
Credit Suisse (Formerly CS First Boston) 1992 - 1994
William Blair & Company 1991 - 1992
Ennis Knupp & Associates 1989 - 1991
Skills
Fixed Income, Equities, Financial Markets, ETFs, Trading, Bloomberg, Derivatives, Hedge Funds, Business Development, Portfolio Management, Electronic Trading, Strategic Planning, Team Management, Financial Services, Cross-functional Team..., Foreign Exchange, Market Data, Options, Investment Banking, Asset Management, Mutual Funds, Economics, Capital Markets, Commodity, Investments, Equity Research, Commodity Markets, Syndications, Investment Management, Proprietary Trading, Strategy, Alternative Investments, Relationship Management, Stakeholder Management, Stakeholder Engagement, Sales, Customer Relations
Education
University of Illinois at Chicago 1988 — 1991
BS, Finance and Marketing
University of Illinois at Urbana-Champaign 1986 — 1988
Bachelor of Science, Finance and Marketing
Richards 1982 — 1986
Annelise Docel's William Blair & Company Experience August 2015 - Present
Job Equity Research Associate
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
Bernstein Global Wealth Management November 2013 - June 2015
Chicago Trading Company May 2013 - August 2013
University of Illinois at Urbana-Champaign August 2009 - May 2013
Carle Foundation Hospital September 2011 - January 2013
The Winter Club of Lake Forest May 2010 - August 2012
Skills
Series 7, Series 63, Options Strategies, Trading, Data Analysis, Project Management, Matlab, Bloomberg, Efficiency
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Bioengineering
Adlai E. Stevenson High School 2005 — 2009
William Blair & Company August 2015 - Present
Bernstein Global Wealth Management November 2013 - June 2015
Chicago Trading Company May 2013 - August 2013
University of Illinois at Urbana-Champaign August 2009 - May 2013
Carle Foundation Hospital September 2011 - January 2013
The Winter Club of Lake Forest May 2010 - August 2012
Skills
Series 7, Series 63, Options Strategies, Trading, Data Analysis, Project Management, Matlab, Bloomberg, Efficiency
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Bioengineering
Adlai E. Stevenson High School 2005 — 2009
Amy Flanagan's William Blair & Company Experience June 2010 - June 2011
Job Manager, Commercial Strategy at Beam Suntory
Industry Wine and Spirits
Experience
Beam Suntory April 2014 - Present
Beam May 2013 - March 2014
Beam July 2011 - April 2013
William Blair & Company June 2010 - June 2011
William Blair & Company June 2008 - May 2010
William Blair & Company June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Business Strategy, Excel, Strategic Planning, Valuation, Research, Microsoft Excel, Market Research, Accounting, Mergers, Corporate Development, Investment Banking, Strategy, Due Diligence, Corporate Finance, Finance, Competitive Analysis, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
B.S., Finance, Accountancy
Beam Suntory April 2014 - Present
Beam May 2013 - March 2014
Beam July 2011 - April 2013
William Blair & Company June 2010 - June 2011
William Blair & Company June 2008 - May 2010
William Blair & Company June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Business Strategy, Excel, Strategic Planning, Valuation, Research, Microsoft Excel, Market Research, Accounting, Mergers, Corporate Development, Investment Banking, Strategy, Due Diligence, Corporate Finance, Finance, Competitive Analysis, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
B.S., Finance, Accountancy
Clayton Finley Clayton Finley's William Blair & Company Experience June 2015 - Present
Job Investment Banking Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2015 - Present
William Blair & Company June 2014 - August 2014
KPMG US January 2014 - March 2014
Shelter Insurance Companies May 2013 - December 2013
Education
University of Missouri-Columbia 2010 — 2015
MAcc, Accounting
William Blair & Company June 2015 - Present
William Blair & Company June 2014 - August 2014
KPMG US January 2014 - March 2014
Shelter Insurance Companies May 2013 - December 2013
Education
University of Missouri-Columbia 2010 — 2015
MAcc, Accounting
Alyssa Papa Alyssa Papa's William Blair & Company Experience September 2012 - February 2015
Job Experienced Associate, Financial Services Advisory at PwC
Industry Financial Services
Experience
PwC March 2015 - Present
William Blair & Company September 2012 - February 2015
The Ayco Company, a Goldman Sachs Company February 2012 - July 2012
Brainware Inc. July 2011 - November 2011
United States Naval Academy January 2011 - May 2011
Greater Washington Sports Alliance May 2010 - August 2010
Cononcord International June 2006 - August 2008
Skills
Marketing, Sales, Microsoft Office, Salesforce.com, Business Strategy, Data Analysis, Finance, PowerPoint, Financial Modeling, Risk Management, Account Management, Microsoft Excel
Education
University of Maryland College Park 2007 — 2011
PwC March 2015 - Present
William Blair & Company September 2012 - February 2015
The Ayco Company, a Goldman Sachs Company February 2012 - July 2012
Brainware Inc. July 2011 - November 2011
United States Naval Academy January 2011 - May 2011
Greater Washington Sports Alliance May 2010 - August 2010
Cononcord International June 2006 - August 2008
Skills
Marketing, Sales, Microsoft Office, Salesforce.com, Business Strategy, Data Analysis, Finance, PowerPoint, Financial Modeling, Risk Management, Account Management, Microsoft Excel
Education
University of Maryland College Park 2007 — 2011
Greg South Greg South's William Blair & Company Experience April 2012 - Present
Job Associate, Technology Investment Banking at William Blair & Company
Industry Financial Services
Experience
William Blair & Company April 2012 - Present
Morgan Keegan July 2011 - April 2012
Morgan Joseph TriArtisan July 2010 - July 2011
Crowe Horwath LLP 2009 - 2010
Education
University of Idaho
B.S Accounting & B.S Finance, Finance & Accounting, Cum Laude
William Blair & Company April 2012 - Present
Morgan Keegan July 2011 - April 2012
Morgan Joseph TriArtisan July 2010 - July 2011
Crowe Horwath LLP 2009 - 2010
Education
University of Idaho
B.S Accounting & B.S Finance, Finance & Accounting, Cum Laude
Andrew Szilagyi's William Blair & Company Experience May 2014 - August 2014
Job Investment Banking Analyst at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross July 2015 - Present
William Blair & Company May 2014 - August 2014
Coe Capital Management May 2013 - August 2013
Hu-Friedy Mfg. Co., LLC June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelors of Science (BS), Finance
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelors of Science (BS), Accountancy
Stout Risius Ross July 2015 - Present
William Blair & Company May 2014 - August 2014
Coe Capital Management May 2013 - August 2013
Hu-Friedy Mfg. Co., LLC June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelors of Science (BS), Finance
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelors of Science (BS), Accountancy
Sarah Timmer's William Blair & Company Experience July 1995 - May 2000
Job Lady with a Toolbox
Industry Design
Experience
Lady with a Toolbox August 2008 - Present
First Stage February 2011 - November 2012
William Blair & Company July 1995 - May 2000
Skills
Event Management, Interior Design, Event Planning, Fundraising, Microsoft Office, Social Media, Nonprofits, Newsletters, Volunteer Management, Budgets, Project Management, Marketing, Marketing Communications
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science, Industrial Psychology
Lady with a Toolbox August 2008 - Present
First Stage February 2011 - November 2012
William Blair & Company July 1995 - May 2000
Skills
Event Management, Interior Design, Event Planning, Fundraising, Microsoft Office, Social Media, Nonprofits, Newsletters, Volunteer Management, Budgets, Project Management, Marketing, Marketing Communications
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science, Industrial Psychology
Jackson Yancey Jackson Yancey's William Blair & Company Experience June 2014 - Present
Job Technology Investment Banking Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2014 - Present
William Blair & Company June 2013 - August 2013
The University of Iowa Study, Workshops, & Tutoring Program August 2012 - May 2013
The University of Iowa Krause Fund August 2012 - December 2012
Delta Sigma Pi - Epsilon Chapter May 2012 - December 2012
GE Aviation June 2012 - August 2012
Delta Sigma Pi - Epsilon Chapter January 2012 - May 2012
The Skold Companies June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Leadership, Time Management, Financial Analysis, Communication, Accounting, Corporate Finance, Capital IQ, Financial Modeling, FactSet, Data Analysis, Equity Research
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
William Blair & Company June 2014 - Present
William Blair & Company June 2013 - August 2013
The University of Iowa Study, Workshops, & Tutoring Program August 2012 - May 2013
The University of Iowa Krause Fund August 2012 - December 2012
Delta Sigma Pi - Epsilon Chapter May 2012 - December 2012
GE Aviation June 2012 - August 2012
Delta Sigma Pi - Epsilon Chapter January 2012 - May 2012
The Skold Companies June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Leadership, Time Management, Financial Analysis, Communication, Accounting, Corporate Finance, Capital IQ, Financial Modeling, FactSet, Data Analysis, Equity Research
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Drew Duff's William Blair & Company Experience January 2009 - Present
Job Private Client Advisor at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company January 2009 - Present
Skills
Investments, Equities, Series 7, Series 63
Education
University of Notre Dame 1998 — 2002
William Blair & Company January 2009 - Present
Skills
Investments, Equities, Series 7, Series 63
Education
University of Notre Dame 1998 — 2002
Ryan Crabtree Ryan Crabtree's William Blair & Company Experience June 2013 - August 2013
Job Financial Management Program (FMP) at GE Capital
Industry Financial Services
Experience
GE Capital January 2015 - Present
William Blair & Company June 2013 - August 2013
The University of Iowa Krause Fund August 2012 - December 2012
St. James's Place Wealth Management May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Equity Research, PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Finance, Microsoft Word, Public Speaking, Valuation, Customer Service, Management, Analysis
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics
GE Capital January 2015 - Present
William Blair & Company June 2013 - August 2013
The University of Iowa Krause Fund August 2012 - December 2012
St. James's Place Wealth Management May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Equity Research, PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Finance, Microsoft Word, Public Speaking, Valuation, Customer Service, Management, Analysis
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Josh Berman's William Blair & Company Experience June 2014 - Present
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2014 - Present
William Blair & Company June 2012 - May 2014
William Blair & Company June 2011 - August 2011
Coe Capital Management June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Thomson One Analytics, Microsoft Excel, Capital Markets, Accounting, Equity Research, Valuation, Equities, Corporate Finance, Capital IQ
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
B.S., Finance and Accountancy
William Blair & Company June 2014 - Present
William Blair & Company June 2012 - May 2014
William Blair & Company June 2011 - August 2011
Coe Capital Management June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Thomson One Analytics, Microsoft Excel, Capital Markets, Accounting, Equity Research, Valuation, Equities, Corporate Finance, Capital IQ
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
B.S., Finance and Accountancy
Ramin Zacharia'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
Duff & Phelps July 2013 - June 2014
Duff & Phelps June 2012 - August 2012
Skills
Corporate Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science, Accountancy & Finance
William Blair & Company June 2014 - Present
Duff & Phelps July 2013 - June 2014
Duff & Phelps June 2012 - August 2012
Skills
Corporate Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science, Accountancy & Finance
Amanda Beutler Amanda Beutler's William Blair & Company Experience September 2014 - Present
Job Institutional Investment Sales Assistant at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2014 - Present
Guaranteed Rate July 2013 - August 2014
JPMorgan Chase November 2012 - June 2013
JP Morgan Chase November 2009 - October 2012
Skills
Loans, Credit, Banking, Sales, Mortgage Lending, Investments, USDA, Finance, Credit Analysis, Consumer Lending, Risk Management, Loan Origination, Mortgage Banking, Refinance, Financial Analysis, Insurance, Investment Properties, Real Estate, FHA, Residential Mortgages, VA loans, Financial Services, Relationship Management, Portfolio Management, Series 7
Education
University of Iowa 2003 — 2007
Bachelor's degree, Environmental Science
William Blair & Company September 2014 - Present
Guaranteed Rate July 2013 - August 2014
JPMorgan Chase November 2012 - June 2013
JP Morgan Chase November 2009 - October 2012
Skills
Loans, Credit, Banking, Sales, Mortgage Lending, Investments, USDA, Finance, Credit Analysis, Consumer Lending, Risk Management, Loan Origination, Mortgage Banking, Refinance, Financial Analysis, Insurance, Investment Properties, Real Estate, FHA, Residential Mortgages, VA loans, Financial Services, Relationship Management, Portfolio Management, Series 7
Education
University of Iowa 2003 — 2007
Bachelor's degree, Environmental Science
Cole Stern Cole Stern's William Blair & Company Experience June 2013 - August 2013
Job New Ventures & Business Development at WeWork
Industry Financial Services
Experience
WeWork June 2015 - Present
FS Capital July 2013 - June 2015
George Weiss Associates May 2014 - August 2014
William Blair & Company June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Final Cut Pro, iMovie, Photoshop, JMP, PowerPoint, Social Media, Spanish, Data Analysis, Asset Allocation, Portfolio Management, Management, Finance, Financial Modeling, Investments, Financial Analysis, Equities, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.) in Economics, Entrepreneurial Innovation and Management
WeWork June 2015 - Present
FS Capital July 2013 - June 2015
George Weiss Associates May 2014 - August 2014
William Blair & Company June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Final Cut Pro, iMovie, Photoshop, JMP, PowerPoint, Social Media, Spanish, Data Analysis, Asset Allocation, Portfolio Management, Management, Finance, Financial Modeling, Investments, Financial Analysis, Equities, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.) in Economics, Entrepreneurial Innovation and Management
Alper Tuken Alper Tuken's William Blair & Company Experience May 2014 - Present
Job Equity Research Associate at William Blair & Company
Industry Accounting
Experience
William Blair & Company May 2014 - Present
Deloitte September 2012 - May 2014
University of Iowa Krause Fund August 2010 - December 2010
John Deere May 2010 - August 2010
Skills
Finance, Financial Statement..., Strategic Financial..., Forecasting, Tax Accounting, Financial Audits, General Ledger, Access, Microsoft Word, SEC filings, Big 4, Due Diligence, Data Analysis, Microsoft Office, Time Management, Tax Preparation, QuickBooks, Budgets, Bloomberg, Cash Flow, Private Equity
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A, Accounting & Finance
William Blair & Company May 2014 - Present
Deloitte September 2012 - May 2014
University of Iowa Krause Fund August 2010 - December 2010
John Deere May 2010 - August 2010
Skills
Finance, Financial Statement..., Strategic Financial..., Forecasting, Tax Accounting, Financial Audits, General Ledger, Access, Microsoft Word, SEC filings, Big 4, Due Diligence, Data Analysis, Microsoft Office, Time Management, Tax Preparation, QuickBooks, Budgets, Bloomberg, Cash Flow, Private Equity
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A, Accounting & Finance
Sue Van Scoyoc Sue Van Scoyoc's William Blair & Company Experience June 2015 - Present
Job Contract Corporate Recruiter at William Blair & Company
Industry Staffing and Recruiting
Experience
William Blair & Company June 2015 - Present
talentRISE December 2014 - Present
Skills
Sourcing, Cold Calling, Staff Augmentation, Recruiting, New Business Development, Management, Benefits Negotiation, Training, Outsourcing, Technical Recruiting, Contract Recruitment, Temporary Placement, Staffing Services, Sales, Internet Recruiting, Applicant Tracking..., Consulting, Selling, SharePoint
Education
UIC
MSW
University of Illinois at Chicago
BA, Liberal Arts and Sciences
William Blair & Company June 2015 - Present
talentRISE December 2014 - Present
Skills
Sourcing, Cold Calling, Staff Augmentation, Recruiting, New Business Development, Management, Benefits Negotiation, Training, Outsourcing, Technical Recruiting, Contract Recruitment, Temporary Placement, Staffing Services, Sales, Internet Recruiting, Applicant Tracking..., Consulting, Selling, SharePoint
Education
UIC
MSW
University of Illinois at Chicago
BA, Liberal Arts and Sciences
Justin Furby, CFA's William Blair & Company Experience June 2013 - Present
Job SaaS Analyst at William Blair & Company
Industry Research
Experience
William Blair & Company June 2013 - Present
William Blair & Company March 2010 - June 2013
Bank of America May 2008 - March 2010
LaSalle Bank May 2007 - April 2008
LaSalle Bank July 2005 - May 2007
Merrill Lynch 2003 - 2005
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor's, Finance
University of Oxford 2004 — 2004
Economics
William Blair & Company June 2013 - Present
William Blair & Company March 2010 - June 2013
Bank of America May 2008 - March 2010
LaSalle Bank May 2007 - April 2008
LaSalle Bank July 2005 - May 2007
Merrill Lynch 2003 - 2005
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor's, Finance
University of Oxford 2004 — 2004
Economics
Courtney Waters Courtney Waters's William Blair & Company Experience September 1997 - 1999
Job Vice President, Investment Relationship Manager Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management November 2007 - Present
Northern Trust Asset Management May 2005 - November 2007
UBS Wealth Management 1999 - 2003
William Blair & Company September 1997 - 1999
Education
University of Iowa
Economics
Northern Trust Asset Management November 2007 - Present
Northern Trust Asset Management May 2005 - November 2007
UBS Wealth Management 1999 - 2003
William Blair & Company September 1997 - 1999
Education
University of Iowa
Economics
Stefanie Loren's William Blair & Company Experience June 2011 - February 2013
Job Greenbriar Asset Management LP
Industry Financial Services
Experience
Greenbriar Asset Management LP June 2014 - Present
Robert W. Baird & Co. February 2013 - June 2014
William Blair & Company June 2011 - February 2013
University of Illinois at Urbana-Champaign January 2011 - May 2011
Newedge June 2010 - August 2010
LTD Commodities May 2009 - August 2009
Education
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelor of Science, Major: Psychology, Minor: Communications, GPA: 3.97 / 4.00
Lorenzo de' Medici - Italian International Institute 2010 — 2010
Semester Abroad, Coursework in Public Relations, International Law, Sociology and Architecture
Highland Park High School 2003 — 2007
Greenbriar Asset Management LP June 2014 - Present
Robert W. Baird & Co. February 2013 - June 2014
William Blair & Company June 2011 - February 2013
University of Illinois at Urbana-Champaign January 2011 - May 2011
Newedge June 2010 - August 2010
LTD Commodities May 2009 - August 2009
Education
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelor of Science, Major: Psychology, Minor: Communications, GPA: 3.97 / 4.00
Lorenzo de' Medici - Italian International Institute 2010 — 2010
Semester Abroad, Coursework in Public Relations, International Law, Sociology and Architecture
Highland Park High School 2003 — 2007
Julian Khaira's William Blair & Company Experience May 2008 - August 2008
Job International Tax Analyst at BHP Billiton Petroleum
Industry Oil & Energy
Experience
BHP Billiton Petroleum June 2012 - Present
ExxonMobil May 2009 - May 2012
William Blair & Company May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Due Diligence, Strategic Financial..., Mergers, Finance, Valuation, Sarbanes-Oxley Act, Corporate Finance, Microsoft Excel, Tax, International Tax, Internal Controls
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Phillips Exeter Academy 2002 — 2005
High School Diploma
Cistercian Preparatory School 1996 — 2002
BHP Billiton Petroleum June 2012 - Present
ExxonMobil May 2009 - May 2012
William Blair & Company May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Due Diligence, Strategic Financial..., Mergers, Finance, Valuation, Sarbanes-Oxley Act, Corporate Finance, Microsoft Excel, Tax, International Tax, Internal Controls
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Phillips Exeter Academy 2002 — 2005
High School Diploma
Cistercian Preparatory School 1996 — 2002
Kevin Foll's William Blair & Company Experience 2001 - 2003
Job Portfolio Manager at Balyasny Asset Management L.P.
Industry Consumer Services
Experience
Balyasny Asset Management L.P. June 2011 - March 2012
SAC Capital June 2009 - June 2011
Magnetar Capital May 2005 - August 2008
Next Generation Equity Research 2004 - 2005
William Blair & Company 2001 - 2003
Arthur Andersen 1999 - 2001
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Private Placements, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1999
Balyasny Asset Management L.P. June 2011 - March 2012
SAC Capital June 2009 - June 2011
Magnetar Capital May 2005 - August 2008
Next Generation Equity Research 2004 - 2005
William Blair & Company 2001 - 2003
Arthur Andersen 1999 - 2001
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Private Placements, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1999
Ahad Khan's William Blair & Company Experience 2004 - 2006
Job Head of Operations @ MileIQ
Industry Computer Software
Experience
MileIQ 2015 - Present
Kiwi, Inc. 2011 - 2015
Spectrum Equity 2008 - 2011
Discovery Equity Partners 2006 - 2008
William Blair & Company 2004 - 2006
Education
University of Pennsylvania - The Wharton School
MBA, Entrepreneurial Management
Washington University in St. Louis
BS/MS, Systems Engineering, Economics, Manufacturing Engineering
MileIQ 2015 - Present
Kiwi, Inc. 2011 - 2015
Spectrum Equity 2008 - 2011
Discovery Equity Partners 2006 - 2008
William Blair & Company 2004 - 2006
Education
University of Pennsylvania - The Wharton School
MBA, Entrepreneurial Management
Washington University in St. Louis
BS/MS, Systems Engineering, Economics, Manufacturing Engineering
Sam Guren's William Blair & Company Experience 1981 - 1996
Job Owner, Guren Capital Management, LLC
Industry Financial Services
Experience
Guren Capital Management, LLC 2002 - Present
Hyde Park Angels (www.hydeparkangels.com) 2008 - October 2011
Allied Capital 1999 - 2002
Robert W. Baird & Co., Incorporated 1996 - 1999
William Blair & Company 1981 - 1996
Continental Illinois Venture Corporation (CIVC) 1975 - 1981
Cleveland Public Schools June 1969 - June 1972
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Business Strategy, Due Diligence, Mergers, Valuation, Investments, Financial Modeling, Angel Investing, Strategic Planning, Corporate Finance, Equities, Management Consulting, Investment Banking, Financial Analysis, Asset Managment, Strategy, Financial Structuring, Portfolio Management, Capital Markets, Mergers & Acquisitions, Finance, Emerging Markets, Alternative Investments, Investment Management, Acquisitions, Acquisition Integration, Business Planning, Competitive Analysis, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1972 — 1974
Master of Business Administration (MBA), Accounting and Finance
University of Wisconsin-Madison 1965 — 1969
Bachelor of Arts (BA)
Guren Capital Management, LLC 2002 - Present
Hyde Park Angels (www.hydeparkangels.com) 2008 - October 2011
Allied Capital 1999 - 2002
Robert W. Baird & Co., Incorporated 1996 - 1999
William Blair & Company 1981 - 1996
Continental Illinois Venture Corporation (CIVC) 1975 - 1981
Cleveland Public Schools June 1969 - June 1972
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Business Strategy, Due Diligence, Mergers, Valuation, Investments, Financial Modeling, Angel Investing, Strategic Planning, Corporate Finance, Equities, Management Consulting, Investment Banking, Financial Analysis, Asset Managment, Strategy, Financial Structuring, Portfolio Management, Capital Markets, Mergers & Acquisitions, Finance, Emerging Markets, Alternative Investments, Investment Management, Acquisitions, Acquisition Integration, Business Planning, Competitive Analysis, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1972 — 1974
Master of Business Administration (MBA), Accounting and Finance
University of Wisconsin-Madison 1965 — 1969
Bachelor of Arts (BA)
Nitan Parikh's William Blair & Company Experience August 1998 - Present
Job Sr. Security & Network Manager at William Blair
Industry Computer & Network Security
Experience
William Blair & Company August 1998 - Present
University of Illinois at Chicago 1993 - 1998
Skills
Project Management, Active Directory, Security, CRM, .NET, SharePoint, SaaS, SDLC, SQL, IT Strategy, Microsoft SQL Server, Salesforce.com, Vendor Management, Cloud Computing, Strategic Partnerships, Program Management, Data Center, Business Intelligence, Management, Product Management, Leadership, Enterprise Software, Enterprise Architecture, Disaster Recovery, Strategy, Networking, ITIL, Business Analysis, Requirements Analysis, Integration, Software Development, Windows Server, Databases, Consulting, Network Administration, Virtualization, IT Management, Citrix, Visio, Network Security, System Administration
Education
University of Illinois at Chicago 1989 — 1993
Bachelor of Science, Information Decision Sciences
William Blair & Company August 1998 - Present
University of Illinois at Chicago 1993 - 1998
Skills
Project Management, Active Directory, Security, CRM, .NET, SharePoint, SaaS, SDLC, SQL, IT Strategy, Microsoft SQL Server, Salesforce.com, Vendor Management, Cloud Computing, Strategic Partnerships, Program Management, Data Center, Business Intelligence, Management, Product Management, Leadership, Enterprise Software, Enterprise Architecture, Disaster Recovery, Strategy, Networking, ITIL, Business Analysis, Requirements Analysis, Integration, Software Development, Windows Server, Databases, Consulting, Network Administration, Virtualization, IT Management, Citrix, Visio, Network Security, System Administration
Education
University of Illinois at Chicago 1989 — 1993
Bachelor of Science, Information Decision Sciences
Raymond Lombardi's William Blair & Company Experience December 2009 - Present
Job Investment Associate at William Blair and Company
Industry Investment Management
Experience
William Blair & Company December 2009 - Present
William Blair & Company November 2006 - December 2009
Fisher Investments August 2005 - September 2006
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Michigan 2000 — 2004
BA, Economics
William Blair & Company December 2009 - Present
William Blair & Company November 2006 - December 2009
Fisher Investments August 2005 - September 2006
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Michigan 2000 — 2004
BA, Economics
Dolores Gutierrez's William Blair & Company Experience February 1995 - July 1996
Job Project Manager at AT&T
Industry Information Technology and Services
Experience
AT&T May 1999 - Present
AT&T February 2004 - May 2006
AT&T August 2002 - November 2003
AT&T January 1999 - August 2002
IBM December 1997 - January 1999
William Blair & Company February 1995 - July 1996
American Medical Association December 1991 - February 1995
Skills
Process Improvement, Program Management, Team Building, Project Planning, Process Engineering, Service Delivery, Compliance Analysis &..., Training & Development, Organization &..., Six Sigma, Account Management, Analysis, Business Analysis, Business Development, Business Process..., Call Centers, Cross-functional Team..., Customer Experience, Customer Satisfaction, Employee Training, Leadership, Managed Services, PMO, Project Portfolio..., Quality Assurance, Requirements Analysis, SharePoint, Software Documentation, Strategic Planning, Team Leadership, Telecommunications, Testing, Training, Troubleshooting
Education
DeVry 1988 — 1991
Bachelor of Science, Telecom Management
University of Illinois at Chicago 1987 — 1988
Liberal Arts
AT&T May 1999 - Present
AT&T February 2004 - May 2006
AT&T August 2002 - November 2003
AT&T January 1999 - August 2002
IBM December 1997 - January 1999
William Blair & Company February 1995 - July 1996
American Medical Association December 1991 - February 1995
Skills
Process Improvement, Program Management, Team Building, Project Planning, Process Engineering, Service Delivery, Compliance Analysis &..., Training & Development, Organization &..., Six Sigma, Account Management, Analysis, Business Analysis, Business Development, Business Process..., Call Centers, Cross-functional Team..., Customer Experience, Customer Satisfaction, Employee Training, Leadership, Managed Services, PMO, Project Portfolio..., Quality Assurance, Requirements Analysis, SharePoint, Software Documentation, Strategic Planning, Team Leadership, Telecommunications, Testing, Training, Troubleshooting
Education
DeVry 1988 — 1991
Bachelor of Science, Telecom Management
University of Illinois at Chicago 1987 — 1988
Liberal Arts
Rob Foersterling's William Blair & Company Experience 1994 - 1996
Job Senior Vice President, Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
Chicago Police Memorial Foundation March 2014 - Present
Morgan Stanley 2000 - 2008
EVEREN Securities and First Union Securities 1996 - 2000
William Blair & Company 1994 - 1996
Skills
Investment Banking, Finance, Corporate Finance, Investments, Portfolio Management, Wealth Management, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Equities, Asset Allocation, Financial Analysis, Financial Advisory, Securities, Series 7
Education
University of Michigan 1990 — 1994
AB Political Science, Business Administration & Int'l Security Affairs
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Education, CIMA program
University of Pittsburgh, Semester at Sea 1993 — 1993
Political Science and Government
Chicago Police Memorial Foundation March 2014 - Present
Morgan Stanley 2000 - 2008
EVEREN Securities and First Union Securities 1996 - 2000
William Blair & Company 1994 - 1996
Skills
Investment Banking, Finance, Corporate Finance, Investments, Portfolio Management, Wealth Management, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Equities, Asset Allocation, Financial Analysis, Financial Advisory, Securities, Series 7
Education
University of Michigan 1990 — 1994
AB Political Science, Business Administration & Int'l Security Affairs
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Education, CIMA program
University of Pittsburgh, Semester at Sea 1993 — 1993
Political Science and Government
Patrick Mulvey's William Blair & Company Experience March 2015 - Present
Job Consultant at William Blair & Co
Industry Information Technology and Services
Experience
William Blair & Company March 2015 - Present
Citadel LLC January 2013 - January 2015
Nuveen Investments August 2012 - January 2013
Dodge & Cox December 2008 - July 2012
Fisher Investments April 2007 - December 2008
Western Asset Management January 2006 - April 2007
GMO December 2002 - January 2006
Northern Trust October 2001 - January 2003
CWB SYSTEM SERVICES January 2000 - January 2001
SCUDDER KEMPER January 1999 - January 2000
Skills
Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Documentation, Project Planning, Analysis, SDLC, Business Process, ERP, Business Management, Business Requirements, Data Mining, Change Management, Business Intelligence, Testing, Software Development, Project Management, Management, Financial Services, Data Warehousing, Consulting, Asset Management, ETL, Fixed Income, PL/SQL, Process Improvement, Vendor Management, Trading Systems, Capital Markets, Trading, Portfolio Management, Equities, Investments
Education
University of Scranton 1991 — 1996
Bachelor of Science, Finance
William Blair & Company March 2015 - Present
Citadel LLC January 2013 - January 2015
Nuveen Investments August 2012 - January 2013
Dodge & Cox December 2008 - July 2012
Fisher Investments April 2007 - December 2008
Western Asset Management January 2006 - April 2007
GMO December 2002 - January 2006
Northern Trust October 2001 - January 2003
CWB SYSTEM SERVICES January 2000 - January 2001
SCUDDER KEMPER January 1999 - January 2000
Skills
Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Documentation, Project Planning, Analysis, SDLC, Business Process, ERP, Business Management, Business Requirements, Data Mining, Change Management, Business Intelligence, Testing, Software Development, Project Management, Management, Financial Services, Data Warehousing, Consulting, Asset Management, ETL, Fixed Income, PL/SQL, Process Improvement, Vendor Management, Trading Systems, Capital Markets, Trading, Portfolio Management, Equities, Investments
Education
University of Scranton 1991 — 1996
Bachelor of Science, Finance
Fernando Tellez's William Blair & Company Experience January 2013 - December 2013
Job Service Specialist II at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2014 - Present
William Blair & Company January 2013 - December 2013
William Blair & Company January 2005 - December 2012
William Blair & Company April 2001 - December 2004
William Blair & Company March 2000 - April 2001
Romano Brothers & Company August 1997 - March 2000
Skills
Financial Analysis, Cash Management, Accounting, Strategic Financial..., Financial Planning, Financial Reporting, General Ledger, Journal Entries, Fixed Income, Financial Statement..., Microsoft Excel, Bloomberg
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
BMO Capital Markets January 2014 - Present
William Blair & Company January 2013 - December 2013
William Blair & Company January 2005 - December 2012
William Blair & Company April 2001 - December 2004
William Blair & Company March 2000 - April 2001
Romano Brothers & Company August 1997 - March 2000
Skills
Financial Analysis, Cash Management, Accounting, Strategic Financial..., Financial Planning, Financial Reporting, General Ledger, Journal Entries, Fixed Income, Financial Statement..., Microsoft Excel, Bloomberg
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Patrick Souter's William Blair & Company Experience 1998 - 2002
Job CEO
Industry Hospital & Health Care
Experience
Smile and Love LLC 2014 - Present
SFG Alternatives (Solutions Funds Group) 2012 - 2013
Stifel Nicolaus 2004 - 2012
AG Edwards & Sons 2002 - 2004
William Blair & Company 1998 - 2002
Skills
Series 7, Alternative Investments, Series 63, Equities, Investments, Series 65, Fixed Income, Portfolio Management, Securities, ETFs, Investment Advisory, Equity Trading, Investment Strategies, Institutional Sales, Options, Asset Allocation
Education
University of Notre Dame 1987 — 1991
Loyola Academy
Smile and Love LLC 2014 - Present
SFG Alternatives (Solutions Funds Group) 2012 - 2013
Stifel Nicolaus 2004 - 2012
AG Edwards & Sons 2002 - 2004
William Blair & Company 1998 - 2002
Skills
Series 7, Alternative Investments, Series 63, Equities, Investments, Series 65, Fixed Income, Portfolio Management, Securities, ETFs, Investment Advisory, Equity Trading, Investment Strategies, Institutional Sales, Options, Asset Allocation
Education
University of Notre Dame 1987 — 1991
Loyola Academy
Luke Stifflear's William Blair & Company Experience March 1998 - September 2007
Job Managing Director at PPM America
Industry Investment Management
Experience
PPM America September 2007 - Present
William Blair & Company March 1998 - September 2007
Education
University of Illinois at Urbana-Champaign - College of Business
PPM America September 2007 - Present
William Blair & Company March 1998 - September 2007
Education
University of Illinois at Urbana-Champaign - College of Business
Steven Karasick's William Blair & Company Experience March 2014 - Present
Job Derivatives Trader at William Blair & Company
Industry Investment Management
Experience
William Blair & Company March 2014 - Present
Allstate February 2004 - March 2014
Goldman Sachs February 2000 - August 2003
Citi July 1994 - February 2000
Intel Corporation May 1993 - August 1993
Towers Watson September 1990 - August 1992
Skills
Derivatives Trading, Financial Risk...
Education
University of Michigan 1992 — 1994
Master of Business Administration, Finance, General, Graduate with High Distinction
University of Michigan 1986 — 1990
Bachelor of Arts, Mathematics and Economics, Graduate with Distinction
William Blair & Company March 2014 - Present
Allstate February 2004 - March 2014
Goldman Sachs February 2000 - August 2003
Citi July 1994 - February 2000
Intel Corporation May 1993 - August 1993
Towers Watson September 1990 - August 1992
Skills
Derivatives Trading, Financial Risk...
Education
University of Michigan 1992 — 1994
Master of Business Administration, Finance, General, Graduate with High Distinction
University of Michigan 1986 — 1990
Bachelor of Arts, Mathematics and Economics, Graduate with Distinction
Andrew Flis's William Blair & Company Experience October 2014 - Present
Job Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
Eric Doty's William Blair & Company Experience November 2012 - June 2014
Job Private Equity Vice President at TitleCard Capital
Industry Venture Capital & Private Equity
Experience
TitleCard Capital January 2015 - Present
Impact Opportunities Fund August 2014 - Present
William Blair & Company November 2012 - June 2014
Greenhill & Co. July 2009 - July 2012
Goldman Sachs & Co June 2008 - August 2008
Deloitte Tax LLP January 2007 - April 2007
Education
University of Iowa 2004 — 2009
BBA, Accounting, Finance
University of Iowa - Henry B. Tippie College of Business 2004 — 2009
B.B.A., Finance, Accounting
TitleCard Capital January 2015 - Present
Impact Opportunities Fund August 2014 - Present
William Blair & Company November 2012 - June 2014
Greenhill & Co. July 2009 - July 2012
Goldman Sachs & Co June 2008 - August 2008
Deloitte Tax LLP January 2007 - April 2007
Education
University of Iowa 2004 — 2009
BBA, Accounting, Finance
University of Iowa - Henry B. Tippie College of Business 2004 — 2009
B.B.A., Finance, Accounting
Andrew Nicholas, CPA's William Blair & Company Experience May 2014 - Present
Job Equity Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company May 2014 - Present
Northern Trust Hedge Fund Services August 2013 - May 2014
Northern Trust Hedge Fund Services August 2011 - August 2013
Omnium LLC July 2010 - August 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Derivatives, Financial Accounting, Equities, Investments, US GAAP, Fund Administration, Financial Audits, Hedge Funds, Tax, Fund Accounting, Valuation, Finance, Corporate Finance, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's, Accountancy and Finance
William Blair & Company May 2014 - Present
Northern Trust Hedge Fund Services August 2013 - May 2014
Northern Trust Hedge Fund Services August 2011 - August 2013
Omnium LLC July 2010 - August 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Derivatives, Financial Accounting, Equities, Investments, US GAAP, Fund Administration, Financial Audits, Hedge Funds, Tax, Fund Accounting, Valuation, Finance, Corporate Finance, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's, Accountancy and Finance
Elizabeth Zamora's William Blair & Company Experience October 2013 - Present
Job Compensation and Benefits Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company October 2013 - Present
DeVry Education Group December 2012 - October 2013
DeVry Inc. January 2011 - December 2012
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Human Resources, Onboarding, Deferred Compensation, Performance Management
Education
University of Illinois at Chicago 1996 — 1998
B.S., Management and Marketing
William Blair & Company October 2013 - Present
DeVry Education Group December 2012 - October 2013
DeVry Inc. January 2011 - December 2012
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Human Resources, Onboarding, Deferred Compensation, Performance Management
Education
University of Illinois at Chicago 1996 — 1998
B.S., Management and Marketing
David Sulaski's William Blair & Company Experience 1999 - 2003
Job CoFounder & Managing Partner, Livingstone
Industry Investment Banking
Experience
Livingstone 2007 - Present
Brown Gibbons Lang & Company December 2003 - December 2006
William Blair & Company 1999 - 2003
Illinois Development Finance Authority 1996 - 1999
Skills
Venture Capital, Valuation
Education
University of Illinois College of Law 1990 — 1993
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Business Administration
Livingstone 2007 - Present
Brown Gibbons Lang & Company December 2003 - December 2006
William Blair & Company 1999 - 2003
Illinois Development Finance Authority 1996 - 1999
Skills
Venture Capital, Valuation
Education
University of Illinois College of Law 1990 — 1993
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Business Administration
Amanda Hopper's William Blair & Company Experience 2004 - 2007
Job Director, Public Markets Investments at UTIMCO
Industry Investment Management
Experience
UTIMCO September 2013 - Present
UTIMCO June 2008 - September 2013
Teacher Retirement System of Texas April 2007 - June 2008
William Blair & Company 2004 - 2007
LECG 2002 - 2004
Navigant Consulting 1999 - 2002
Skills
Investment Management, Business Valuation, Institutional..., Investment Strategies, Mutual Funds, Financial Services
Education
University of Chicago 2003 — 2006
MBA, Finance
University of Michigan 1995 — 1999
BBA, Finance and Marketing
Pioneer High School
UTIMCO September 2013 - Present
UTIMCO June 2008 - September 2013
Teacher Retirement System of Texas April 2007 - June 2008
William Blair & Company 2004 - 2007
LECG 2002 - 2004
Navigant Consulting 1999 - 2002
Skills
Investment Management, Business Valuation, Institutional..., Investment Strategies, Mutual Funds, Financial Services
Education
University of Chicago 2003 — 2006
MBA, Finance
University of Michigan 1995 — 1999
BBA, Finance and Marketing
Pioneer High School
Anthony Malizia, CFA's William Blair & Company Experience 1999 - 2004
Job Senior Analyst, Golub Capital
Industry Financial Services
Experience
Golub Capital May 2014 - Present
Z Capital Partners January 2007 - December 2008
CRT Capital Group August 2004 - December 2006
Banc of America Securities 2003 - 2004
William Blair & Company 1999 - 2004
Skills
Equity and credit..., Portfolio Management, Equities, Financial Modeling, Financial Analysis, Investments, Asset Management, Capital Markets, Valuation, Fixed Income, Alternative Investments, Hedge Funds, Options, Banking, Special Situations, Credit, Equity Trading, Bloomberg, Loans, High Yield, Derivatives, Trading, Proprietary Trading, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1997 — 1999
Bachelors, Finance
Golub Capital May 2014 - Present
Z Capital Partners January 2007 - December 2008
CRT Capital Group August 2004 - December 2006
Banc of America Securities 2003 - 2004
William Blair & Company 1999 - 2004
Skills
Equity and credit..., Portfolio Management, Equities, Financial Modeling, Financial Analysis, Investments, Asset Management, Capital Markets, Valuation, Fixed Income, Alternative Investments, Hedge Funds, Options, Banking, Special Situations, Credit, Equity Trading, Bloomberg, Loans, High Yield, Derivatives, Trading, Proprietary Trading, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1997 — 1999
Bachelors, Finance
Dan Crowe's William Blair & Company Experience October 2013 - Present
Job Associate Portfolio Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
William Blair & Company October 2013 - Present
William Blair and Company May 2011 - Present
Pyramis Global Advisors August 2007 - October 2010
Dreyfus Founders Mid-cap Growth Fund July 2004 - May 2007
The Boston Company Asset Management August 2002 - December 2005
Marsico Capital Management January 1999 - May 2002
Andersen Consulting LLP - Network Solutions June 1996 - August 1998
Accenture June 1994 - June 1996
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Asset Managment, Competitive Analysis, Equities, Finance, Leadership, Management, Mutual Funds, Securities, Trading
Education
Attended University of Chicago 1998 — 1998
Graduate School of Business
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Mechanical Engineering
Monika Budyn's William Blair & Company Experience July 2013 - Present
Job Portfolio Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2013 - Present
UBS Global Asset Management March 2011 - June 2013
UBS Global Asset Management June 2009 - March 2011
Urban Financial Advisory Corporation January 2009 - September 2009
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Asset Allocation, Finance, Investment Management, Asset Management
Education
University of Illinois at Chicago 2007 — 2010
William Blair & Company July 2013 - Present
UBS Global Asset Management March 2011 - June 2013
UBS Global Asset Management June 2009 - March 2011
Urban Financial Advisory Corporation January 2009 - September 2009
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Asset Allocation, Finance, Investment Management, Asset Management
Education
University of Illinois at Chicago 2007 — 2010
Andrew Sims's William Blair & Company Experience April 2012 - Present
Job Financial Advisor, William Blair
Industry Financial Services
Experience
William Blair & Company April 2012 - Present
Booz Allen Hamilton November 2010 - April 2012
Gaming Market Advisors January 2009 - May 2009
Brand Connections January 2005 - March 2009
Wachovia Securities Financial Network November 2008 - January 2009
Booz Allen Hamilton June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Market Research, Microsoft Excel, Valuation, PowerPoint, Business Strategy, Microsoft Office, Strategic Planning, Marketing, Finance, Project Management, Investments, Microsoft Project-..., Proposal Writing
Education
Daniels College of Business, University of Denver 2009 — 2010
MBA
University of Denver 2005 — 2009
BSBA, Finance
University of Economics, Prague 2007 — 2008
William Blair & Company April 2012 - Present
Booz Allen Hamilton November 2010 - April 2012
Gaming Market Advisors January 2009 - May 2009
Brand Connections January 2005 - March 2009
Wachovia Securities Financial Network November 2008 - January 2009
Booz Allen Hamilton June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Market Research, Microsoft Excel, Valuation, PowerPoint, Business Strategy, Microsoft Office, Strategic Planning, Marketing, Finance, Project Management, Investments, Microsoft Project-..., Proposal Writing
Education
Daniels College of Business, University of Denver 2009 — 2010
MBA
University of Denver 2005 — 2009
BSBA, Finance
University of Economics, Prague 2007 — 2008
Noah Hoffman's William Blair & Company Experience May 2013 - August 2013
Job Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
University of Michigan September 2012 - May 2014
William Blair & Company May 2013 - August 2013
Montage Hotels & Resorts May 2012 - August 2012
WCM Investment Management April 2012 - August 2012
U.S. House of Representatives May 2009 - August 2009
Skills
Spanish, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Research, Bloomberg Terminal, Valuation, Financial Modeling, Bloomberg
Education
CFA Level I Candidate 2013 — 2014
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Finance Policy
Laguna Beach High School 2006 — 2010
Deutsche Bank July 2014 - Present
University of Michigan September 2012 - May 2014
William Blair & Company May 2013 - August 2013
Montage Hotels & Resorts May 2012 - August 2012
WCM Investment Management April 2012 - August 2012
U.S. House of Representatives May 2009 - August 2009
Skills
Spanish, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Research, Bloomberg Terminal, Valuation, Financial Modeling, Bloomberg
Education
CFA Level I Candidate 2013 — 2014
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Finance Policy
Laguna Beach High School 2006 — 2010
Diana Yang's William Blair & Company Experience June 2013 - June 2015
Job Associate at Primus Capital
Industry Venture Capital & Private Equity
Experience
Primus Capital Funds July 2015 - Present
William Blair & Company June 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science
Primus Capital Funds July 2015 - Present
William Blair & Company June 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science
Darian Dykyj, CFA's William Blair & Company Experience December 2011 - November 2014
Job
Industry Financial Services
Experience
William Blair & Company December 2011 - November 2014
Sterne Agee 2010 - 2011
Thomas Weisel Partners 2007 - 2009
Grace Brothers 2003 - 2006
Pine River Capital Management 2002 - 2003
Citadel Investment Group 1999 - 2002
Skills
Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Credit Analysis, Investments, Equities, Trading, Convertible Bonds, Convertible Arbitrage, Fundamental Analysis, Credit Risk, Options Strategies, Macro Analysis, Capital Markets, Asset Management, Portfolio Management, Series 7, Derivatives, Investment Banking, Valuation
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor's degree, Finance, General
William Blair & Company December 2011 - November 2014
Sterne Agee 2010 - 2011
Thomas Weisel Partners 2007 - 2009
Grace Brothers 2003 - 2006
Pine River Capital Management 2002 - 2003
Citadel Investment Group 1999 - 2002
Skills
Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Credit Analysis, Investments, Equities, Trading, Convertible Bonds, Convertible Arbitrage, Fundamental Analysis, Credit Risk, Options Strategies, Macro Analysis, Capital Markets, Asset Management, Portfolio Management, Series 7, Derivatives, Investment Banking, Valuation
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor's degree, Finance, General
Richard Levernier's William Blair & Company Experience June 2013 - June 2015
Job Associate at Harren Equity Partners
Industry Venture Capital & Private Equity
Experience
Harren Equity Partners August 2015 - Present
William Blair & Company June 2013 - June 2015
Citi June 2012 - August 2012
Reef Services, LLC May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Account Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Harren Equity Partners August 2015 - Present
William Blair & Company June 2013 - June 2015
Citi June 2012 - August 2012
Reef Services, LLC May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Account Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Janet Chutro's William Blair & Company Experience February 1999 - January 2013
Job IT professional
Industry Financial Services
Experience
Geneva Advisors July 2013 - Present
William Blair & Company February 1999 - January 2013
Fimat January 1997 - January 1999
Rodman & Renshaw, Inc February 1981 - December 1996
Skills
Bloomberg, Project Management, Vendor Management, Trading Systems, Asset Managment, Equities, Database Design, Investments, Financial Analysis, Microsoft Office, SharePoint, Financial Services, Business Development, Business Analysis, Strategic Planning, Analytics, Securities, Fixed Income, Portfolio Management, Asset Management
Education
University of Phoenix 1995 — 1999
Computer Science
Geneva Advisors July 2013 - Present
William Blair & Company February 1999 - January 2013
Fimat January 1997 - January 1999
Rodman & Renshaw, Inc February 1981 - December 1996
Skills
Bloomberg, Project Management, Vendor Management, Trading Systems, Asset Managment, Equities, Database Design, Investments, Financial Analysis, Microsoft Office, SharePoint, Financial Services, Business Development, Business Analysis, Strategic Planning, Analytics, Securities, Fixed Income, Portfolio Management, Asset Management
Education
University of Phoenix 1995 — 1999
Computer Science
Benjamin Davis's William Blair & Company Experience June 2013 - Present
Job Venture Capital Group Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2013 - Present
Maize and Blue Fund September 2010 - December 2012
William Blair & Company June 2012 - August 2012
Sixpoint Partners June 2011 - August 2011
Mesirow Financial June 2010 - August 2010
Colchester Consulting Group May 2010 - June 2010
Skills
Investments, Private Equity
Education
ROSS SCHOOL OF BUSINESS
Bachelors, Business Administration
Highland Park High School
University of Michigan
Bachelor of Business Administration (BBA), Accounting and Finance
William Blair & Company June 2013 - Present
Maize and Blue Fund September 2010 - December 2012
William Blair & Company June 2012 - August 2012
Sixpoint Partners June 2011 - August 2011
Mesirow Financial June 2010 - August 2010
Colchester Consulting Group May 2010 - June 2010
Skills
Investments, Private Equity
Education
ROSS SCHOOL OF BUSINESS
Bachelors, Business Administration
Highland Park High School
University of Michigan
Bachelor of Business Administration (BBA), Accounting and Finance
Matt Rossetto's William Blair & Company Experience May 2011 - March 2013
Job Analyst at Sorin Capital Management
Industry Investment Management
Experience
Sorin Capital Management April 2013 - Present
William Blair & Company May 2011 - March 2013
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Sorin Capital Management April 2013 - Present
William Blair & Company May 2011 - March 2013
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Edward Malysiak's William Blair & Company Experience May 2004 - Present
Job Vice President at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2004 - Present
Chicago May 1976 - October 1987
Education
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor of Science, Education
William Blair & Company May 2004 - Present
Chicago May 1976 - October 1987
Education
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor of Science, Education
Benny Hernandez's William Blair & Company Experience May 2012 - September 2012
Job Student at University of Illinois at UrbanaChampaign
Industry
Experience
Urban GIS May 2015 - Present
William Blair & Company May 2012 - September 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of Illinois at Urbana-Champaign 2014 — 2018
Business - Undecided
Jones College Prep High School 2010 — 2014
High School Diploma
Urban GIS May 2015 - Present
William Blair & Company May 2012 - September 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of Illinois at Urbana-Champaign 2014 — 2018
Business - Undecided
Jones College Prep High School 2010 — 2014
High School Diploma
Sheila Segura's William Blair & Company Experience May 2015 - Present
Job Investment Banking Intern at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2015 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Sophomore
William Blair & Company May 2015 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Sophomore
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.