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Lili Balfour

Advisor San Francisco Bay Area, US

Founder of Atelier Advisors. Creator of Finance for Entrepreneurs. Contributor: Wall Street Journal, Huffington Post, Fox Business Network.

Founder of Atelier Advisors. Creator of Finance for Entrepreneurs. Contributor: Wall Street Journal, Huffington Post, Fox Business Network.

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following
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Involved In

Founder

Atelier Advisors

Advisor

StartUp Chile
The Wall Street Journal

Positions

CEO/Founder Atelier Advisors 2007 - present
Creator and Host Finance For Entrepreneurs Limited January 2013 - present
Contributor Entrepreneur Media January 2015 - present
Guest Mentor The Wall Street Journal 2013 - present
Contributor Fox Business Network 2013 - present
On-Air Contributor HuffPost Live 2013 - present
Blogger The Huffington Post 2013 - present
Associate, Investment Banking Group Cain Brothers & Company, LLC 2006 - 2007
Investment Banking Consultant Edison Group / Cambrian Partners January 2006 - May 2006
Financial Analyst, New Business Committee Heller Ehrman 2002 - 2005
Analyst, Technology M&A Group SVB Alliant 1999 - 2001
Associate, Investment Partnership Group Genesis Merchant Group/Seneca Capital 1997 - 1999

Education

California Polytechnic State University-San Luis Obispo Dual concentrations: Finance and International Management 1991 - 1994

Interested In

Markets of Interest
  • • Commerce
  • • Education
  • • Fashion
  • • Financial Services
  • • Green
  • • Healthcare
  • • Payments
  • • Social Impact
  • • Wearable Tech
  • • Edutainment
  • • In-classroom learning (K-12)
  • • Lifelong Learning (outside of school)
  • • Teacher training
  • • Youth Leadership
  • • Higher Education
  • • Fitness
  • • Nutrition
  • • Quantified-self
  • • Records
  • • Wellness

You Should Know About Me

Key Accomplishments

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Karmi Soder
They're my advisor  •  Co-Founder, NewboRN Solutions, A Registered Nursing Corporation. Previously Director Operations, Sutter Pacific Medical Foundation.
Karmi is a doer. She's passionate about her work and charismatic in her interactions.

Karmi Soder
They're my advisor  •  Co-Founder, NewboRN Solutions, A Registered Nursing Corporation. Previously Director Operations, Sutter Pacific Medical Foundation.
Karmi is a doer. She is passionate about her work and charismatic in her interactions.