William Blair & Company, LLC
Industry: Financial services company
DescriptionWilliam Blair & Company is American multinational independent investment bank and financial services company focusing on investment banking, investment management, and private wealth management. Headquarters: Chicago, IL Assets under management: 93.4 billion USD (December 2017) Number of employees: 1,400 Founder: William M. Blair Founded: January 8, 1935
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William Blair & Company, LLC Employees
Employee
Years
Job
Industry
Dilya Shevtsova, CPA Dilya Shevtsova, CPA's William Blair & Company, LLC Experience May 2007 - September 2009
Job Sr. Financial Analyst at Optum
Industry Pharmaceuticals
Experience
Catamaran Corporation March 2011 - Present
William Blair & Company, LLC May 2007 - September 2009
Uraldorsnab, LLC May 2001 - May 2003
Joint-Stock Bank "GRAN October 1999 - May 2001
Ural Bank for Reconstruction and Development August 1996 - October 1999
Skills
Financial Reporting, General Ledger, Accounting Principles, Process Improvements, PBM Experience, Profitability Analysis, Financial Information..., Financial Modeling, Strong Analytical Skills, Auditing Techniques, IBM Cognos Applications, Business Objects, Essbase, Advent Axys, GP SmartList, Accounting
Education
DePaul University
Master of Science, Accountancy
Ural State Mining University (former Academy of Mining and Geology) 1991 — 1996
Bachelor of Business Administration
Becker CPA review
Catamaran Corporation March 2011 - Present
William Blair & Company, LLC May 2007 - September 2009
Uraldorsnab, LLC May 2001 - May 2003
Joint-Stock Bank "GRAN October 1999 - May 2001
Ural Bank for Reconstruction and Development August 1996 - October 1999
Skills
Financial Reporting, General Ledger, Accounting Principles, Process Improvements, PBM Experience, Profitability Analysis, Financial Information..., Financial Modeling, Strong Analytical Skills, Auditing Techniques, IBM Cognos Applications, Business Objects, Essbase, Advent Axys, GP SmartList, Accounting
Education
DePaul University
Master of Science, Accountancy
Ural State Mining University (former Academy of Mining and Geology) 1991 — 1996
Bachelor of Business Administration
Becker CPA review
Karina Vari Karina Vari's William Blair & Company, LLC Experience January 1999 - March 2009
Job Investment Banking Administrative Assistant III at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2011 - Present
Illinois Institute of Art-Chicago October 2009 - October 2011
William Blair & Company, LLC January 1999 - March 2009
Mesirow Stein Real Estate, Inc September 1997 - May 1998
Feldman Securities Group, LLC June 1996 - September 1997
Citizens Financial Services, FSB February 1986 - February 1994
Skills
Mergers
Education
Moody Bible Institute 1991 — 1992
Ministry; Education
Lincoln Christian College 1985 — 1986
General Studies
Ozark Bible College 1983 — 1985
Musical Theatre; General Studies
Robert W. Baird & Co. November 2011 - Present
Illinois Institute of Art-Chicago October 2009 - October 2011
William Blair & Company, LLC January 1999 - March 2009
Mesirow Stein Real Estate, Inc September 1997 - May 1998
Feldman Securities Group, LLC June 1996 - September 1997
Citizens Financial Services, FSB February 1986 - February 1994
Skills
Mergers
Education
Moody Bible Institute 1991 — 1992
Ministry; Education
Lincoln Christian College 1985 — 1986
General Studies
Ozark Bible College 1983 — 1985
Musical Theatre; General Studies
Jamal Wilburn Jamal Wilburn's William Blair & Company, LLC Experience April 2004 - March 2010
Job Financial Advisor Services at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2011 - Present
Dimensional Fund Advisors June 2012 - September 2012
William Blair and Company March 2010 - June 2011
MLT MBA Prep 2010 - 2011
William Blair & Company, LLC April 2004 - March 2010
Northern Trust Corporation August 2000 - March 2004
Health Management Resources, Inc August 1997 - August 2000
National Association of Investment Companies May 1997 - August 1997
Education
The University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance; Entrepreneurship
Howard University 1995 — 2000
BBA, International Business; Finance
CFA Institute
The University of Chicago
Dimensional Fund Advisors August 2011 - Present
Dimensional Fund Advisors June 2012 - September 2012
William Blair and Company March 2010 - June 2011
MLT MBA Prep 2010 - 2011
William Blair & Company, LLC April 2004 - March 2010
Northern Trust Corporation August 2000 - March 2004
Health Management Resources, Inc August 1997 - August 2000
National Association of Investment Companies May 1997 - August 1997
Education
The University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance; Entrepreneurship
Howard University 1995 — 2000
BBA, International Business; Finance
CFA Institute
The University of Chicago
Bill Blanchard Bill Blanchard's William Blair & Company, LLC Experience January 2000 - January 2001
Job Relationship ManagerPrivate Banking USA at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2012 - Present
Bessemer Trust Company, N.A January 2006 - August 2012
JPMorgan Chase & Co January 2001 - January 2006
William Blair & Company, LLC January 2000 - January 2001
Lehman Brothers, Inc January 1999 - January 2000
The John Marshall Law School January 1992 - January 1996
Skills
Private Banking, Strategic Financial..., Account Management, Trust Services, Investment Advisory, Investment Management, Investment Advisory..., Hedge Funds, Fixed Income, Series 7, Equities, Mutual Funds, Hedging, Insurance, Portfolio Management
Education
Georgetown University
Bachelor of Science (BS), Psychology and Economics
Georgetown University Law Center
Doctor of Law (JD)
Credit Suisse August 2012 - Present
Bessemer Trust Company, N.A January 2006 - August 2012
JPMorgan Chase & Co January 2001 - January 2006
William Blair & Company, LLC January 2000 - January 2001
Lehman Brothers, Inc January 1999 - January 2000
The John Marshall Law School January 1992 - January 1996
Skills
Private Banking, Strategic Financial..., Account Management, Trust Services, Investment Advisory, Investment Management, Investment Advisory..., Hedge Funds, Fixed Income, Series 7, Equities, Mutual Funds, Hedging, Insurance, Portfolio Management
Education
Georgetown University
Bachelor of Science (BS), Psychology and Economics
Georgetown University Law Center
Doctor of Law (JD)
Ryan M. Pearce Ryan M. Pearce's William Blair & Company, LLC Experience November 2009 - January 2010
Job Sr. Business Analyst / Consultant
Industry Investment Management
Experience
Northern Trust Corporation March 2015 - Present
Currently open to new opportunities, Pearce Consulting Group January 2015 - March 2015
Nuveen Investments March 2014 - January 2015
Northern Trust Global Investments January 2012 - April 2014
Northern Trust Global Investments February 2011 - September 2012
William Blair & Company, LLC November 2009 - January 2010
William Blair June 2006 - November 2009
William Blair November 2005 - June 2006
William Blair & Company November 2005 - May 2006
Iowa Grain Company August 2004 - November 2005
Skills
Asset Managment, Portfolio Management, Investments, Equities, Financial Analysis, Financial Modeling, Securities, Derivatives, Risk Management, Fixed Income, SDLC, Project Management, Series 7, Trading Systems, Investment Strategies, Strategy, Middle Office, Investment Management, Business Strategy, Strategic Planning, Process Improvement, Integration, SQL, Vendor Management, Databases, Business Analysis, Technical Analysis, Asset Management, Finance, Analysis, Program Management, Valuation, Management, Bloomberg, Mergers & Acquisitions, Options, Business Planning, Business Process..., IT Strategy, Equity Derivatives, Business Intelligence, Oracle, Business Requirements, Management Consulting, Financial Markets, Trading, Mutual Funds, Financial Services, Entrepreneurship, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2010
Masters, Business Administration; Management
Benedictine University 2001 — 2005
BBA, Finance, Accounting
Lockport Township High School 2000 — 2001
General
Marist, Chicago 1997 — 2000
General
Owen Scholastic Academy: 8247 South Christiana Ave, Chicago, IL 60652 : 1987 – 1997 1987 — 1997
A+
Northern Trust Corporation March 2015 - Present
Currently open to new opportunities, Pearce Consulting Group January 2015 - March 2015
Nuveen Investments March 2014 - January 2015
Northern Trust Global Investments January 2012 - April 2014
Northern Trust Global Investments February 2011 - September 2012
William Blair & Company, LLC November 2009 - January 2010
William Blair June 2006 - November 2009
William Blair November 2005 - June 2006
William Blair & Company November 2005 - May 2006
Iowa Grain Company August 2004 - November 2005
Skills
Asset Managment, Portfolio Management, Investments, Equities, Financial Analysis, Financial Modeling, Securities, Derivatives, Risk Management, Fixed Income, SDLC, Project Management, Series 7, Trading Systems, Investment Strategies, Strategy, Middle Office, Investment Management, Business Strategy, Strategic Planning, Process Improvement, Integration, SQL, Vendor Management, Databases, Business Analysis, Technical Analysis, Asset Management, Finance, Analysis, Program Management, Valuation, Management, Bloomberg, Mergers & Acquisitions, Options, Business Planning, Business Process..., IT Strategy, Equity Derivatives, Business Intelligence, Oracle, Business Requirements, Management Consulting, Financial Markets, Trading, Mutual Funds, Financial Services, Entrepreneurship, Corporate Actions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2010
Masters, Business Administration; Management
Benedictine University 2001 — 2005
BBA, Finance, Accounting
Lockport Township High School 2000 — 2001
General
Marist, Chicago 1997 — 2000
General
Owen Scholastic Academy: 8247 South Christiana Ave, Chicago, IL 60652 : 1987 – 1997 1987 — 1997
A+
Donald Hullinger Donald Hullinger's William Blair & Company, LLC Experience March 2008 - Present
Job IT Director Client Support Services, Corporate & New Technologies
Industry Information Technology and Services
Experience
William Blair & Company, LLC March 2008 - Present
William Blair & Company June 2000 - March 2008
William Blair & Company April 1999 - June 2000
Applied Systems September 1997 - April 1999
On-Line Software March 1995 - September 1997
Skills
Windows, Help Desk Support, Mobile Devices, Laptops, Antivirus, SharePoint, Infrastructure, Active Directory, Sales, Business Analysis
Education
Miami University 1990 — 1994
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lincoln-Way 1986 — 1990
William Blair & Company, LLC March 2008 - Present
William Blair & Company June 2000 - March 2008
William Blair & Company April 1999 - June 2000
Applied Systems September 1997 - April 1999
On-Line Software March 1995 - September 1997
Skills
Windows, Help Desk Support, Mobile Devices, Laptops, Antivirus, SharePoint, Infrastructure, Active Directory, Sales, Business Analysis
Education
Miami University 1990 — 1994
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lincoln-Way 1986 — 1990
Winton Gibbons Winton Gibbons's William Blair & Company, LLC Experience July 1997 - July 2005
Job Senior Vice President of Corporate Development at Agena Bioscience
Industry Biotechnology
Experience
Agena Bioscience July 2015 - Present
Innovation and New Ventures Office 2011 - Present
Siloam Biosciences, Inc. January 2014 - July 2015
Nanosphere June 2007 - April 2013
Chicago Innovation Mentors November 2010 - March 2013
Biosite Inc. November 2005 - June 2007
Center for Biotechnology - Kellogg School of Management 1998 - May 2007
William Blair & Company, LLC July 1997 - July 2005
Boehringer Mannheim (Now Roche) April 1994 - June 1997
Merck & Co. March 1993 - March 1994
Skills
Medical Diagnostics, Equity Research, Management Consulting, Biomarkers, Innovation, Medical Devices, New Business Development, Strategic Planning, Biotechnology, Nanotechnology, Genomics, Proteomics, Stock Picking, Market Research, Marketing Strategy, Product Management, Disease Management, Oncology, Corporate Development, Technology Transfer, Healthcare, Product Development, Start-ups, Personalized Medicine, Business Strategy, Mergers, Diabetes, Strategic Partnerships, Hardware Diagnostics, Lifesciences, Business Development, Strategy, Cardiology, Assay Development, Mergers & Acquisitions, Commercialization, Infectious Diseases, Immunoassays, Analysis, Molecular Diagnostics, Drug Discovery, Market Development, Venture Capital, Clinical Development, Biopharmaceuticals, Immunology, Drug Development, Business Planning, Product Launch, Technology Evaluation
Education
Duke University
BS, Chemistry
The University of Chicago - Booth School of Business
MBA, Financial Management and Business Policy
Agena Bioscience July 2015 - Present
Innovation and New Ventures Office 2011 - Present
Siloam Biosciences, Inc. January 2014 - July 2015
Nanosphere June 2007 - April 2013
Chicago Innovation Mentors November 2010 - March 2013
Biosite Inc. November 2005 - June 2007
Center for Biotechnology - Kellogg School of Management 1998 - May 2007
William Blair & Company, LLC July 1997 - July 2005
Boehringer Mannheim (Now Roche) April 1994 - June 1997
Merck & Co. March 1993 - March 1994
Skills
Medical Diagnostics, Equity Research, Management Consulting, Biomarkers, Innovation, Medical Devices, New Business Development, Strategic Planning, Biotechnology, Nanotechnology, Genomics, Proteomics, Stock Picking, Market Research, Marketing Strategy, Product Management, Disease Management, Oncology, Corporate Development, Technology Transfer, Healthcare, Product Development, Start-ups, Personalized Medicine, Business Strategy, Mergers, Diabetes, Strategic Partnerships, Hardware Diagnostics, Lifesciences, Business Development, Strategy, Cardiology, Assay Development, Mergers & Acquisitions, Commercialization, Infectious Diseases, Immunoassays, Analysis, Molecular Diagnostics, Drug Discovery, Market Development, Venture Capital, Clinical Development, Biopharmaceuticals, Immunology, Drug Development, Business Planning, Product Launch, Technology Evaluation
Education
Duke University
BS, Chemistry
The University of Chicago - Booth School of Business
MBA, Financial Management and Business Policy
Kate O'Laughlin's William Blair & Company, LLC Experience January 2007 - August 2008
Job Legal Counsel at Atlassian
Industry Computer Software
Experience
Atlassian September 2012 - August 2014
Opportunity International July 2008 - August 2012
Matteoni, O’Laughlin & Hechtman January 2011 - September 2011
Haitham Edward Ballout May 2011 - August 2011
William Blair & Company, LLC January 2007 - August 2008
Pact February 2005 - August 2006
Jesuit Volunteer Corps, Catholic Charities August 2003 - August 2004
East San Jose Community Law Center April 2001 - August 2001
Skills
Non-profits, Community Outreach, Legal, Strategic Planning, Fundraising, Travel Planning
Education
University of San Francisco School of Law 2010 — 2014
JD Candidate 2014
Villanova University 1999 — 2003
Bachelor of Arts
LGHS
Atlassian September 2012 - August 2014
Opportunity International July 2008 - August 2012
Matteoni, O’Laughlin & Hechtman January 2011 - September 2011
Haitham Edward Ballout May 2011 - August 2011
William Blair & Company, LLC January 2007 - August 2008
Pact February 2005 - August 2006
Jesuit Volunteer Corps, Catholic Charities August 2003 - August 2004
East San Jose Community Law Center April 2001 - August 2001
Skills
Non-profits, Community Outreach, Legal, Strategic Planning, Fundraising, Travel Planning
Education
University of San Francisco School of Law 2010 — 2014
JD Candidate 2014
Villanova University 1999 — 2003
Bachelor of Arts
LGHS
Daniel Henn's William Blair & Company, LLC Experience 2000 - 2002
Job President at StatLab Medical Products
Industry Hospital & Health Care
Experience
StatLab Medical Products September 2009 - Present
Caldera Capital Partners August 2007 - September 2009
Prairie Capital 2002 - 2005
William Blair & Company, LLC 2000 - 2002
Skills
Strategic Planning, Mergers, Healthcare, Fundraising, Product Management
Education
Harvard Business School 2005 — 2007
MBA
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Finance
StatLab Medical Products September 2009 - Present
Caldera Capital Partners August 2007 - September 2009
Prairie Capital 2002 - 2005
William Blair & Company, LLC 2000 - 2002
Skills
Strategic Planning, Mergers, Healthcare, Fundraising, Product Management
Education
Harvard Business School 2005 — 2007
MBA
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Colleen Cosme's William Blair & Company, LLC Experience October 2006 - January 2010
Job Recruiting Coordinator at Autism Home Support Services, Inc
Industry Financial Services
Experience
Autism Home Support Services, Inc October 2012 - 2013
William Blair & Company, LLC October 2006 - January 2010
Hyatt Lodge 2005 - 2006
Skills
Meeting Planning, Event Management, Event Planning, Registration, Corporate Events, Budgets, Contract Negotiation
Education
Saint Xavier University 2000 — 2002
Bachelor of Science, Early Childhood Education
Autism Home Support Services, Inc October 2012 - 2013
William Blair & Company, LLC October 2006 - January 2010
Hyatt Lodge 2005 - 2006
Skills
Meeting Planning, Event Management, Event Planning, Registration, Corporate Events, Budgets, Contract Negotiation
Education
Saint Xavier University 2000 — 2002
Bachelor of Science, Early Childhood Education
Sally Clark Caputo's William Blair & Company, LLC Experience June 1995 - Present
Job Portfolio Associate at William Blair & Company, LLC
Industry Financial Services
Experience
William Blair & Company, LLC June 1995 - Present
Education
St. Joseph's College (IN) 1982 — 1986
William Blair & Company, LLC June 1995 - Present
Education
St. Joseph's College (IN) 1982 — 1986
Candis Mary Marciniak-Powell's William Blair & Company, LLC Experience March 1996 - August 1998
Job IT Department Administrative Coordinator, Assistant to Director of IT, Customer Support Specialist
Industry Information Technology and Services
Experience
Sorftim Corporation November 2014 - Present
Winn-Dixie, Bi-Lo Holdings, Inc., LLC Store #2402 April 2014 - December 2014
Wittock, CPA, PA August 2013 - December 2013
Sweetbay Supermarket, Division of Delhaize America, LLC January 2010 - February 2013
ENVESTNET Advisory Corporation (Portfolio Brokerage Services, Inc./BD) September 2006 - July 2008
Northern Trust Company May 2006 - September 2006
Archipelago Holdings, Inc./ABS/TRADEARCA/ARCA-X October 2004 - January 2006
Romano Brothers June 2004 - October 2004
Morgan Stanley ONLINE September 1999 - September 2002
William Blair & Company, LLC March 1996 - August 1998
Skills
Equities, Fixed Income, Bloomberg, Trading, Mutual Funds, Analysis, Options, Stocks, Account Reconciliation, Bonds, Back Office, Accounting, Settlement, DTC, Customer Service, Invoicing, Microsoft Office, Microsoft Word, Networking, Research, Disaster Recovery, Banking, Securities, Time Management, Sales, Financial Analysis, Management, Asset Allocation, Financial Services
Education
Eastern Illinois University
Business
Sorftim Corporation November 2014 - Present
Winn-Dixie, Bi-Lo Holdings, Inc., LLC Store #2402 April 2014 - December 2014
Wittock, CPA, PA August 2013 - December 2013
Sweetbay Supermarket, Division of Delhaize America, LLC January 2010 - February 2013
ENVESTNET Advisory Corporation (Portfolio Brokerage Services, Inc./BD) September 2006 - July 2008
Northern Trust Company May 2006 - September 2006
Archipelago Holdings, Inc./ABS/TRADEARCA/ARCA-X October 2004 - January 2006
Romano Brothers June 2004 - October 2004
Morgan Stanley ONLINE September 1999 - September 2002
William Blair & Company, LLC March 1996 - August 1998
Skills
Equities, Fixed Income, Bloomberg, Trading, Mutual Funds, Analysis, Options, Stocks, Account Reconciliation, Bonds, Back Office, Accounting, Settlement, DTC, Customer Service, Invoicing, Microsoft Office, Microsoft Word, Networking, Research, Disaster Recovery, Banking, Securities, Time Management, Sales, Financial Analysis, Management, Asset Allocation, Financial Services
Education
Eastern Illinois University
Business
Robert Strobel MBA CFP (r)'s William Blair & Company, LLC Experience 1989 - 2000
Job Customer RepFunds and Banking at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers 2010 - Present
Terra Nova Trading LLC 2006 - 2009
Northern Trust Securities, Inc. 2002 - 2006
RKS Financial Services 2001 - 2002
Web Street Securities, Inc 2000 - 2001
William Blair & Company, LLC 1989 - 2000
Rose and Company Investment Brokers, Inc 1985 - 1989
Lind-Waldock & Company January 1984 - January 1985
Education
Benedictine University
M.B.A, Finance and General Management
DePaul University
B.S, Business Management
Interactive Brokers 2010 - Present
Terra Nova Trading LLC 2006 - 2009
Northern Trust Securities, Inc. 2002 - 2006
RKS Financial Services 2001 - 2002
Web Street Securities, Inc 2000 - 2001
William Blair & Company, LLC 1989 - 2000
Rose and Company Investment Brokers, Inc 1985 - 1989
Lind-Waldock & Company January 1984 - January 1985
Education
Benedictine University
M.B.A, Finance and General Management
DePaul University
B.S, Business Management
Nicole Merrit's William Blair & Company, LLC Experience March 2006 - September 2013
Job Investment Management Experienced Professional
Industry Financial Services
Experience
Schlindwein Associates, LLC March 2014 - March 2015
William Blair & Company, LLC March 2006 - September 2013
Trident Financial Services, LLC May 2005 - March 2006
Northern Trust Company April 2001 - April 2005
Zurich Scudder Investments January 2000 - April 2001
Skills
Equities, Financial Analysis, Fixed Income, Securities, Derivatives, Mutual Funds, Financial Modeling, Portfolio Management, Analysis, Investments
Education
Southern Illinois University of Edwardsville
Bachelor of Science, Accountancy
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance, General
Schlindwein Associates, LLC March 2014 - March 2015
William Blair & Company, LLC March 2006 - September 2013
Trident Financial Services, LLC May 2005 - March 2006
Northern Trust Company April 2001 - April 2005
Zurich Scudder Investments January 2000 - April 2001
Skills
Equities, Financial Analysis, Fixed Income, Securities, Derivatives, Mutual Funds, Financial Modeling, Portfolio Management, Analysis, Investments
Education
Southern Illinois University of Edwardsville
Bachelor of Science, Accountancy
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.