Fiscal Year

2021

Case Number

A-20265-02217

Case Status

Certified

Received Date

2020-11-05

Decision Date

2021-06-03

Refile

N

Original File Date

2021-01-01 09:31:03

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

WALLER HELMS ADVISORS, LLC

Employer Name Slug

waller-helms-advisors-llc

Employer Address 1

225 W. WACKER DR., SUITE 500

Employer Address 2

Employer City

CHICAGO

Employer City Slug

chicago

Employer State

ILLINOIS

Employer State Slug

illinois

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

60606

Employer Phone

312-763-9910

Employer Number of Employees

25

Employer Year Commenced Business

2014

NAICS Code

523930

FW Ownership Interest

N

Employer Contact Name

Mary Burns

Employer Contact Address 1

205 W. Wacker Dr., Suite 2000

Employer Contact Address 2

Employer Contact City

Chicago

Employer Contact State/Province

ILLINOIS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

60606

Employer Contact Phone

312-763-9903

Employer Contact Email

mary.burns@wallerhelms.com

Agent Attorney Name

JoanElisse Carpentier

Agent Attorney Firm Name

Agent Attorney Phone

2125475544

Agent Attorney Address 1

340 Madison Avenue

Agent Attorney Address 2

Agent Attorney City

New York

Agent Attorney State/Province

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

10173-1922

Agent Attorney Email

jcarpentier@mwe.com

PW Track Number

P10020140584631

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

109179.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-09-04

PW Expiration Date

2021-06-30

Wage Offer From

140000.00

Wage Offer To

0.00

Average Salary

140000.00

Wage Unit of Pay

Year

Worksite Address 1

205 West Wacker Drive

Worksite Address 2

Worksite City

Chicago

Worksite City Slug

chicago

Worksite State

ILLINOIS

Worksite Postal Code

60606

Job Title

Investment Banking Vice President

Job Title Slug

investment-banking-vice-president

Minimum Education

Bachelor's

Major Field of Study

Finance, Accounting or Economics

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

60

Accept Alternative Job Title

Investment Banking Analyst andor Associate

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

5 YEARS EXPERIENCE TO INCLUDE THREE YEARS RELEVANT CAPITAL RAISING AND MA TRANSACTION EXPERIENCE IN INSURANCE, HEALTHCARE SERVICES ORbr INVESTMENT SERVICES SECTORS INCLUDING UNDERSTANDING OF SECTOR TRENDS, RECENT TRANSACTIONS AND KNOWLEDGE OF KEY INDUSTRY PLAYERS; TWO YEARS PARTICIPATING IN LEADING CLIENT MEETINGS WITH CLEVEL PROFESSIONALS, BUSINESS OWNERS AND BOARDS OF DIRECTORS; TWO YEARS EXPERIENCE WORKING WITH SENIOR BANKERS TO IDENTIFY AND DEVELOP NEW BUSINESS OPPORTUNITIES; THREE YEARS VALUATION AND FINANCIAL PERFORMANCE ANALYSIS EXPERIENCE I.E. DCF, LBO, COMPARABLES, MERGER CONSEQUENCES, TRADING PROFILES, ETC.; THREE YEARS OF EXPERIENCE MANAGING OVERSEEING ONE OR MORE ASSOCIATES AND ANALYSTS; THREE YEARS MANAGING TWO OR MORE PROJECTS SIMULTANEOUSLY; TWO YEARS EXPERIENCE PROVIDING BOTH INFORMAL, REALTIME FEEDBACK AND GUIDANCE TO ANALYSTS AND ASSOCIATES AND FORMAL FEEDBACK AS PART OF PERFORMANCE REVIEW PROCESS; TWO YEARS EXPERIENCE WITH SP CAPITAL IQ, SNL FINANCIAL, AND PITCHBOOK. MUST BE LICENSED REGISTERED REPRESENTATIVE WITH SERIES 79 AND SERIES 63.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2020-06-02

SWA Job Order End Date

2020-07-02

Sunday Edition Newspaper

Y

First Newspaper Name

Chicago Tribune

First Advertisement Start Date

2020-05-31

Second Newspaper Ad Name

Chicago Tribune

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-06-07

Employer Website From Date

2021-01-01 09:31:03

Employer Website To Date

2021-01-01 09:31:03

Professional Organization Ad From Date

2021-01-01 09:31:03

Professional Organization Advertisement To Date

2021-01-01 09:31:03

Job Search Website From Date

2020-05-27

Job Search Website To Date

2020-06-26

Employee Referral Program From Date

2021-01-01 09:31:03

Employee Referral Program To Date

2021-01-01 09:31:03

Local Ethnic Paper From Date

2021-01-01 09:31:03

Local Ethnic Paper To Date

2021-01-01 09:31:03

Radio/TV Ad From Date

2020-06-05

Radio/TV Ad To Date

2020-06-05

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CHINA

Foreign Worker Birth Country

CHINA

Class of Admission

H-1B

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

FINANCE, ACCOUNTING AND MANAGEMENT

Foreign Worker Years of Education Completed

2014

Foreign Worker Institution of Education

PURDUE UNIVERSITY

Foreign Worker Education Institution Address 1

610 PURDUE MALL

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

WEST LAFAYETTE

Foreign Worker Education Institution State/Province

IN

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

47907

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

JoanElisse Carpentier

Preparer Title

Attorney

Preparer Email

jcarpentier@mwe.com

Employer Information Declaration Name

John Waller

Employer Information Declaration Title

Managing Director