William A. Jellison, Cfa Email & Phone Number

Portland, OR, US

Portland, Oregon, United States

I’m the analyst responsible for PDF Solutions, Inc., a small-capitalization provider of data analytics software to the semiconductor value chain. More broadly, I’m part of a five-player team that aims to understand what software equity assets ought to be worth.

Portland, Oregon, United States

Our five-person team built a software franchise of more than 40 public equities, with complementary research on even more private enterprises. We continue to build this coverage. I was team lead on Vertical SaaS.

Portland, Oregon, United States

Co-lead Davidson’s investment in a new coverage franchise - EV Technology - of nine equities across Charging Infrastructure and Specialty Materials.

Portland, Oregon, United States

Learned a coverage group of 30+ infrastructure, engineering, and construction equities, and empowered my analyst’s research and publication process. Highlight was researching and drafting a key upgrade for a window glass manufacturer that provided early experience in arguing a non-consensus view.

The University of Oregon Investment Group is a student-run organization that actively invests $1.7 million of capital in U.S Equities using a bottom-up value strategy. We teach our members how to prepare a professional equity research report, with a business analysis and DCF & Comparable Company valuation models. Our members use this learning opportunity.

Eugene, Oregon

Eugene, Oregon

I was a tutor for the "Foundations of Competitive Analysis" class, which teaches the fundamentals of profit-making with a pool of scarce resources. My favorite lesson was about Cournot Equilibria, which allow oligopoly firms to compete while avoiding a price war.

Portland, Oregon

Using auto detail skills I learned while working at Sunset Porsche Audi, I started a mobile detailing business after I returned home from Peru in July 2018.I created value for my clients by (1) providing professional auto detail services at a competitive price, and (2) sparing them the inconvenience of leaving their home by providing my services in their.

Portland, Oregon

During this high school dream-job, I was responsible for (1) checking in vehicles when they arrived from the port, (2) organizing the front line for the best customer presentation, and (3) detailing vehicles prior to client delivery.I worked in a three-person team with two excellent role models, from whom I learned the value of being scrupulous and not.

Portland, Oregon Area

For my first summer job, I was responsible for (1) learning the purposes of each different rock we sold, (2) organizing the inventory into neatly-stacked pallets, and (3) loading rocks into the clients’ vehicles.

Bs, Accounting, Summa Cum Laude

Activities and Societies: Absolute Improv Club, Investment Group I earned a Bachelor of Science degree in Accounting from the Lundquist.

Chemical Engineering

I spent my first year of school at The University of Wisconsin-Madison College of Engineering prior to transferring to The University of.

Education record

Activities and Societies: 3-year varsity letterman in lacrosse and 2-year varsity letterman in swimming