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Julie A. Williams
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Perfil
Ms. Williams joined GreatBanc Trust Company in 2004.
Prior to joining GreatBanc Trust, Ms. Williams was a financial advisor with Duff & Phelps, LLC where she worked on business valuations, fairness opinions, and a variety of corporate finance and strategic advisory
engagements involving leveraged employee stock ownership plans (ESOPs).
Ms. Williams also provided corporate advisory services as a consultant with Arthur Andersen, LLC and was an investment analyst in the trust department of Amoco Corporation.
Ms.Williams received a bachelor of business administration degree from the University of
Michigan and a master of business administration degree in finance and entrepreneurial management from the University of Chicago Graduate School of Business.
Ms. Williams serves as a Vice President in the Qualified Retirement Plan Services group, specializing on ESOP transactional analysis and special fiduciary services.
Ms. Williams provides expertise in matters such as the purchase and sale of privately held companies by
ESOPs, ESOP stock valuation, and approving settlements on behalf of qualified retirement plans nvolved in securities and ERISA stock drop litigation.
Ms. Williams is located in GreatBanc Trust's downtown
Chicago office.
Antiguos cargos conocidos de Julie A. Williams.
Empresas | Cargo | Fin |
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GreatBanc Trust Co. (Investment Management)
![]() GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc Trust Co. (Investment Management) (GreatBanc-IM) is the investment management division of GreatBanc Trust Co., a full-service trust company headquartered in Lisle, Illinois. The firm was founded in 1989 by Michael Welgat and is a subsidiary of US Fiduciary Services, Inc. GreatBanc-IM provides ESOP services to municipalities, endowments, corporations, financial institutions and individuals. | Analyst-Equity | 30/09/2009 |
Arthur Andersen LLC /Gvt Contracts Consulting Practice/ | Corporate Officer/Principal | - |
Duff & Phelps LLC
![]() Duff & Phelps LLC Investment ManagersFinance Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Formación de Julie A. Williams.
University of Michigan | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
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Empresas privadas | 3 |
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GreatBanc Trust Co. (Investment Management)
![]() GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc Trust Co. (Investment Management) (GreatBanc-IM) is the investment management division of GreatBanc Trust Co., a full-service trust company headquartered in Lisle, Illinois. The firm was founded in 1989 by Michael Welgat and is a subsidiary of US Fiduciary Services, Inc. GreatBanc-IM provides ESOP services to municipalities, endowments, corporations, financial institutions and individuals. | Finance |
Duff & Phelps LLC
![]() Duff & Phelps LLC Investment ManagersFinance Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL. | Finance |
Arthur Andersen LLC /Gvt Contracts Consulting Practice/ | Commercial Services |
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