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Waller Helms Advisors

1 follower

‌

Premier boutique investment bank focused on the crossroads of the Insurance, Healthcare and Investment Services sectors.

Industries

Banking

Headquarters

Chicago, United States

Employees

11-50

Links

Org chart

James Anderson
Chief Executive Officer

James Anderson

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John Waller
Senior Managing Director
Peter Nero
Senior Managing Director
Dan Erichson
Managing Director
Steven M Levitt
Managing Director
John Eubanks
Managing Director
Louis Trimble
Managing Director
Donald Schipf
Director
Michael Adams
Director, Fintech Investment Banking
Mary Burns
Executive Assistant & Office Manager
Elaine Weglarz
Office Manager
Matt Kase
Vice President
Balbeer Chhabada
Associate
John Ball
Vice President
James Miranda
Associate
Joseph Chou
Analyst
Adam Hilal
Associate
Carter Richardson
Analyst
Mike Roberts
Associate
Lindsay Olson
Analyst

Teams

+8

Management

11 members

+6

Analytical Team

9 members

+2

Leadership Team

5 members

Managing Directors

2 members

Analysts

1 members

Vice Presidents

1 members

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