Ben Stumpf

Ben Stumpf's work experience includes:

- Vice President at William Blair since 2022.

- Associate at William Blair from 2021 to 2022.

- Associate at Houlihan Lokey from 2019 to 2021.

- Associate at First Analysis from 2018 to 2019, where they were responsible for execution activities, client management, and training younger team members.

- Senior Analyst at EdgePoint Capital from 2015 to 2018, where they focused on transaction execution activities, client management, and marketing investment opportunities.

- Senior Analyst at Bober Markey Fedorovich from 2014 to 2015, where they worked on business valuations and quality of earnings reports for merger and acquisition transactions.

- Senior Auditor at HW&Co. from 2013 to 2014 and Staff Auditor from 2011 to 2013, working on auditing various transaction cycles and applying accounting methods.

- Accounting Intern at Lastar, Inc. in 2010, where they worked on accounts payable and accounts receivable tasks and created benchmarking reports.

- Healthcare Accounting Intern at HW&Co. in 2009, involved in producing Medicaid Cost Reports for skilled nursing homes.

Ben Stumpf holds a Master of Business Administration (MBA) degree from the University of Dayton, as well as a Bachelor of Science degree in Accounting and Finance from the same institution. In terms of certifications, they have obtained a Series 63 certification from FINRA, and they are an inactive Certified Public Accountant (CPA) through The Ohio Society of CPAs. Additionally, Ben Stumpf is a candidate for the ABV Examination through the AICPA and has passed the CFA Exam Level I. Furthermore, they have also obtained a Series 79 certification from the Financial Industry Regulatory Authority (FINRA).