David Ferrante

David Ferrante Email and Phone Number

Private Wealth Management Middle Office Associate at William Blair @ William Blair
David Ferrante's Location
Evanston, Illinois, United States, United States
About David Ferrante

I am Northwestern Wrestling Alumnus who values learning, giving back to my community, and developing relationships with new people. I am currently working as a Middle Office Associate in William Blair’s Private Wealth Management Division.

David Ferrante's Current Company Details
William Blair

William Blair

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Private Wealth Management Middle Office Associate at William Blair
David Ferrante Work Experience Details
  • William Blair
    Middle Office Associate - Client Accounts
    William Blair Jun 2024 - Present
    Chicago, Illinois, United States
    Private Wealth Management
  • Northwestern University
    Northwestern Wrestler
    Northwestern University Sep 2020 - Mar 2024
    Evanston, Illinois, United States
    -Commit 20-30 hours a week of training obligations year round including but not limited to wrestling, lifting, and film analysis while balancing a demanding academic workload by employing disciplined time management skills-Maintained a resilient and winning attitude for two seasons en route to becoming a two time NCAA Qualifier.
  • Goldman Sachs
    Summer Analyst
    Goldman Sachs Jun 2023 - Aug 2023
    Chicago, Illinois, United States
    Sales and Trading• Rotated on derivatives sales, convertible sales, cash sales, core franchise, rates sales, and credit sales to learn the fundamentals of the products through shadowing, research, and asking detailed questions• Performed 3 stock pitches and a final market theme presentation for the office after collaboration with internal research with a focus on equity derivatives• Synthesized key market events such as FOMC meetings, company earnings calls, and CPI for office updates• Cultivated a basic understanding of trading mechanics, language, and client interaction• Grew relationships with sales and sales traders in the office• Achieved first place among all 70+ American interns in company trading simulation
  • Northwestern Mutual
    College Financial Representative
    Northwestern Mutual Jun 2022 - Jul 2022
    Chicago, Illinois, United States
    • Learned integral personal finance principles such as but not limited to: wholistic financial planning, different types of investment vehicles, and risk management• Tailored personal financial plans to help clients reach their individual financial goals while working alongside experienced Financial Planners• Developed my sales skills through implementing a formulaic sales approach designed to transition referrals to clients in the most efficient manner possible• Prospected to gain referrals in order to branch out my network and build my target market for new clients
  • Self-Employed
    Wrestling Coach
    Self-Employed Mar 2019 - Apr 2021
    Huntley, Illinois, United States
    • Lead youth wrestling athletes ages 8-17 in one-on-one sessions and in practices of 6-20 athletes.• Collaborated with wrestlers’ parents to negotiate personal training rates and provide flexible training opportunities around busy schedules• Organize the practice schedule including warmup gymnastics, technique demonstration, and conditioning exercises• Develop relationships by advocating for my students to set goals, surround themselves with positive influences, and maintain strong grades
  • Self-Employed
    Academic Tutor
    Self-Employed Mar 2019 - Apr 2021
    Huntley, Illinois, United States
    • Facilitate students from 6th-12th grade with understanding difficult academic concepts, especially math and physics by providing visual illustrations of problem types and equations• Improve students’ grades and test scores by assembling study guides focused on breaking concepts down to a series of simplistic, algorithmic steps.• Established relationships with new clients utilizing leads and recommendations from prior clients
  • Papa Saverios Pizza
    Shift Manager
    Papa Saverios Pizza Apr 2018 - Sep 2019
    Crystal Lake, Illinois, United States
    • Ensured a positive customer experience through oversight of team chefs and delivery drivers• Created orders from customers in person and on the telephone, enhancing my approach to communication and sales• Navigated customer dissatisfaction by active listening and having a solution focused mindset

David Ferrante Education Details

Frequently Asked Questions about David Ferrante

What company does David Ferrante work for?

David Ferrante works for William Blair

What is David Ferrante's role at the current company?

David Ferrante's current role is Private Wealth Management Middle Office Associate at William Blair.

What schools did David Ferrante attend?

David Ferrante attended Northwestern University, Huntley High School.

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