Adam Blonsky Email and Phone Number
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So what brings you to my LinkedIn page today? Maybe you are looking for confirmation, direction, support or some mix of these.- Confirmation for the universal question: Do I have enough? Am I going to be okay?- Direction because there is so much being thrown at you by big financial institutions and no one is helping you develop a clear road map to address what matters most to you. - Support for all those next steps once you make a decision.I come in to the office every day because I know that my clients count on me and my team to provide them with the direction and deep support to move ahead confidently. Especially when something new happens in their lives. That’s why I love what I do. While life changes and you get to re-draw your personal road map, my team and I are there to make sure your financial game plan addresses your new reality. Our clients are very good decision makers. To make smart financial decisions, we make sure you have: - a clear picture of how everything connects and comes together and- a team of people to ensure that every step is taken.It’s that second piece that makes me most proud: our support team. They make sure that what needs to happen happens, whether that’s one time or every year, quarter or month. It’s our teams that make the biggest impact for our clients. If you want to learn why this all matters to me, watch my personal story on our website. I encourage you, whether you’re looking for a different approach to wealth management or not, come take advantage of our complimentary 2nd Opinion Service. Thank you for your interest in learning about me and Coyle Financial Counsel.
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Wealth AdvisorCoyle Financial Sep 2011 - PresentGlenview, IllinoisAt Coyle, we understand that every individual and family has a unique situation, and our mission is to assist you in making informed decisions that will define your financial path ahead. With a relentless commitment to trust, transparency, and your long-term success, Coyle offers a range of financial services designed to meet your specific needs. -
Vp, InvestmentsGvw Group, Llc Jul 2008 - Aug 2009Set up and managed investment office for liquid investments of a well-capitalized family office and for cash management of private businesses. Integrated and implemented investment philosophy to support family's overall goals. Coordinated closely with attorneys and accountants regarding tax and estate-related matters. -
Senior Investment AnalystCrestview Capital Partners 2003 - 2008One of three professionals identifying and recommending investment ideas for a $200 million, microcap-focused private investment fund, investing primarily in PIPEs (Private Investments in Public Equity Securities). Review business plans and public filing information, interview management teams, perform background checks, and analyze transaction structures. Have reviewed companies in a wide range of industries, including biotech, medical devices, technology services, recycled products, alternative energy and mining. In addition to due diligence role, provide primary review of legal documentation with outside counsel prior to final investment decision for each transaction and monitor investment positions of portfolio. Other responsibilities include running investment committee meetings, filing and reviewing beneficial ownership legal documentation with the SEC and interfacing with new and existing sources of deal flow.
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ConsultantAthabasca Financial Inc. 2001 - 2003Founded and ran Athabasca Financial Inc., a consulting practice specializing in advisory and project oriented corporate finance assignments for small to medium-size, privately held companies and micro- to small-cap, publicly held companies. Worked closely with clients to identify, analyze and address financial and ownership questions that may not be addressed proactively due to limited resources or a lack of financial expertise within client companies. In a separate assignment, reviewed and analyzed descriptive and financial material for private equity firm’s investment opportunities in both private and public companies primarily in the drug delivery and medical devices industries as well as several technology-related industries. Interviewed management teams, evaluated and critiqued business plans, and recommended next steps for both investors and target companies.
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Senior Manager, Center For Strategic TransactionsErnst & Young 1999 - 2001One of three original team members that created Chicago office of national practice dedicated to providing objective, independent investment banking and strategic business advice to Ernst & Young clients. Responsible for business origination, client and industry research and facilitation of full-day, interactive brainstorming sessions with owners, chief executives and senior management teams.Session topics included transactional/financial issues, such as capital raising alternatives, merger/acquisition strategies, and IPO considerations as well as strategic/operational issues. Clients ranged in size from large, established public companies to venture stage businesses; industries included health care, information technology, industrial distribution and consumer products. -
Managing Director, Corporate Finance GroupBanc America Securities 1994 - 1998Vice President, Corporate Finance Group (1994-1997)Developed and presented analyses and recommendations concerning strategic financial issues to senior management teams of bank clients. Advised clients on a wide array of topics, including capital structure, stock price performance, and financing alternatives to support capital expansion, acquisitions, spin-offs and share repurchases. Worked with clients in various industries, such as automotive supply, waste management, consumer nondurables, death care, retailing and industrial machinery/components.Managed rotation program of twenty first-year investment banking associates nationwide. Worked with relationship and credit managers to upgrade and continuously improve their corporate finance skills.
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Vice PresidentContinental Bank 1989 - 1995Greater Chicago Area
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Vice President, Corporate Finance GroupContinental Bank 1992 - 1994See Banc of America Securities description above
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AssociateBear Stearns And Co. 1987 - 1989 -
AssociateSmith Barney, Harris Upham & Co. 1984 - 1987
Adam Blonsky Skills
Adam Blonsky Education Details
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Finance, Accounting -
Economics
Frequently Asked Questions about Adam Blonsky
What company does Adam Blonsky work for?
Adam Blonsky works for Coyle Financial
What is Adam Blonsky's role at the current company?
Adam Blonsky's current role is Wealth Advisor, Principal at Coyle Financial.
What is Adam Blonsky's email address?
Adam Blonsky's email address is ab****@****set.com
What is Adam Blonsky's direct phone number?
Adam Blonsky's direct phone number is +184773*****
What schools did Adam Blonsky attend?
Adam Blonsky attended The University Of Chicago Booth School Of Business, Massachusetts Institute Of Technology.
What skills is Adam Blonsky known for?
Adam Blonsky has skills like Investment Management, Investor Relations, Leveraged Finance, Financial Risk, Strategic Partnerships, Credit, Bonds, Estate Planning, Real Estate Economics, Credit Risk, Retirement Planning, Corporate Governance.
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Adam Blonsky
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