Oppenheimer & Co.
Industry: Investment banking company
DescriptionOppenheimer Holdings is an American multinational independent investment bank and financial services company offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide. AUM: $25.3 billion (2013) Headquarters: New York City, New York, United States CEO: Albert G. Lowenthal (1985–) Subsidiaries: Oppenheimer Investments Asia Limited,
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Oppenheimer & Co. Employees
Employee
Years
Job
Industry
Brian J. Smith, CFA Brian J. Smith, CFA's Oppenheimer & Co. Experience 2007 - 2010
Job Managing Partner & CoFounder at Castle Gap Energy Partners
Industry Oil & Energy
Experience
Castle Gap Energy Partners August 2015 - Present
Baker Hughes February 2015 - August 2015
Baker Hughes 2013 - 2015
Baker Hughes 2012 - 2013
Baker Hughes 2010 - 2012
Oppenheimer & Co. 2007 - 2010
TPG Software 2006 - 2007
JPMorgan Chase 2005 - 2006
State Street 2003 - 2005
Skills
Chartered Financial..., Strategy Development, Market Intelligence, Statistical Modeling, Economics, Forecasting, System Dynamics, Strategic Data Analysis, Market Research, Oil & Gas Industry, Oilfield Services &..., Strategy, Mergers & Acquisitions
Education
MIT Sloan School of Management 2012 — 2012
Executive Certificate in Strategy and Innovation
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance, with an Emphasis in Accounting
Castle Gap Energy Partners August 2015 - Present
Baker Hughes February 2015 - August 2015
Baker Hughes 2013 - 2015
Baker Hughes 2012 - 2013
Baker Hughes 2010 - 2012
Oppenheimer & Co. 2007 - 2010
TPG Software 2006 - 2007
JPMorgan Chase 2005 - 2006
State Street 2003 - 2005
Skills
Chartered Financial..., Strategy Development, Market Intelligence, Statistical Modeling, Economics, Forecasting, System Dynamics, Strategic Data Analysis, Market Research, Oil & Gas Industry, Oilfield Services &..., Strategy, Mergers & Acquisitions
Education
MIT Sloan School of Management 2012 — 2012
Executive Certificate in Strategy and Innovation
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance, with an Emphasis in Accounting
Pamela Watson Pamela Watson's Oppenheimer & Co. Experience June 2006 - November 2006
Job Business Program Manager | WWM&O, Sales & Marketing Group Readiness Global Industry
Industry E-Learning
Experience
Microsoft March 2014 - Present
Microsoft April 2013 - March 2014
Microsoft July 2012 - April 2013
Apex Learning, Inc. November 2009 - July 2012
MindPoint 2006 - 2009
Merrill Lynch/ Banc of America Investments January 2007 - August 2008
Oppenheimer & Co. June 2006 - November 2006
Morgan Stanley July 2005 - May 2006
Tech Data April 1992 - April 1997
Skills
Visio, Executive Management, Training, SharePoint, Project Management, Blended Learning, Instructor-led Training, Agile Methodologies, Vendor Management, Program Management, Curriculum Design, Risk Management, Content Development, Instructional Design, Team Building, MS Project, Requirements Analysis, E-Learning, Product Management, Business Development, Staff Development, Management, CMS, SaaS, Performance Management, Cloud Computing, Distance Learning, Microsoft Office, Software Project..., CRM, Business Intelligence, Agile Project Management, Project Planning, Analysis, Strategy, Team Leadership, Content Management, Business Planning, Leadership, Cross-functional Team..., Process Improvement
Education
Northwest University, Kirkland WA 2014 — 2016
B.A., Business Management, Psychology minor
Northwest University 2011 — 2014
Associate of Arts (A.A.), General Studies
Bellevue College
Project Management
Osceola High School
Microsoft March 2014 - Present
Microsoft April 2013 - March 2014
Microsoft July 2012 - April 2013
Apex Learning, Inc. November 2009 - July 2012
MindPoint 2006 - 2009
Merrill Lynch/ Banc of America Investments January 2007 - August 2008
Oppenheimer & Co. June 2006 - November 2006
Morgan Stanley July 2005 - May 2006
Tech Data April 1992 - April 1997
Skills
Visio, Executive Management, Training, SharePoint, Project Management, Blended Learning, Instructor-led Training, Agile Methodologies, Vendor Management, Program Management, Curriculum Design, Risk Management, Content Development, Instructional Design, Team Building, MS Project, Requirements Analysis, E-Learning, Product Management, Business Development, Staff Development, Management, CMS, SaaS, Performance Management, Cloud Computing, Distance Learning, Microsoft Office, Software Project..., CRM, Business Intelligence, Agile Project Management, Project Planning, Analysis, Strategy, Team Leadership, Content Management, Business Planning, Leadership, Cross-functional Team..., Process Improvement
Education
Northwest University, Kirkland WA 2014 — 2016
B.A., Business Management, Psychology minor
Northwest University 2011 — 2014
Associate of Arts (A.A.), General Studies
Bellevue College
Project Management
Osceola High School
Boaz Rahav Boaz Rahav's Oppenheimer & Co. Experience October 2013 - Present
Job Managing Director at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. October 2013 - Present
GreenCrest Capital LLC July 2010 - October 2013
Knight Capital Group December 2011 - March 2013
Northeast Securities 2005 - March 2010
AMIDEX Funds January 1999 - September 2001
Government of Israel Economic Mission in NY August 1996 - December 1998
Skills
Private Equity, Alternative Investments, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investments, Investment Banking, Capital Markets, Strategy, Equities, Portfolio Management, Corporate Development, Business Development, Valuation, Asset Management
Education
New York Institute of Technology-Old Westbury 1997 — 1998
Master of Business Administration (MBA)
College of Management Academic Studies (COMAS) 1991 — 1994
Bachelor of Business Administration (B.B.A.)
Oppenheimer & Co. October 2013 - Present
GreenCrest Capital LLC July 2010 - October 2013
Knight Capital Group December 2011 - March 2013
Northeast Securities 2005 - March 2010
AMIDEX Funds January 1999 - September 2001
Government of Israel Economic Mission in NY August 1996 - December 1998
Skills
Private Equity, Alternative Investments, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investments, Investment Banking, Capital Markets, Strategy, Equities, Portfolio Management, Corporate Development, Business Development, Valuation, Asset Management
Education
New York Institute of Technology-Old Westbury 1997 — 1998
Master of Business Administration (MBA)
College of Management Academic Studies (COMAS) 1991 — 1994
Bachelor of Business Administration (B.B.A.)
Angela Tedeschi Angela Tedeschi's Oppenheimer & Co. Experience February 2014 - Present
Job Accounting Associate at Oppenheimer & Co.
Industry Accounting
Experience
Oppenheimer & Co. February 2014 - Present
Park Hudson International February 2010 - Present
Skills
Talent Acquisition, Sourcing, Contract Recruitment, Recruiting, Internet Recruiting, Technical Recruiting, Applicant Tracking..., Team Leadership, Permanent Placement, Staffing Services, Benefits Negotiation, Executive Search, Networking
Education
Pace University
Oppenheimer & Co. February 2014 - Present
Park Hudson International February 2010 - Present
Skills
Talent Acquisition, Sourcing, Contract Recruitment, Recruiting, Internet Recruiting, Technical Recruiting, Applicant Tracking..., Team Leadership, Permanent Placement, Staffing Services, Benefits Negotiation, Executive Search, Networking
Education
Pace University
Jessica Maienza's Oppenheimer & Co. Experience September 2012 - December 2012
Job HOLT Sector Specialist Coop at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Northeastern University September 2011 - Present
Goldman Sachs January 2014 - July 2014
GMO September 2013 - December 2013
GMO January 2013 - June 2013
Oppenheimer & Co. September 2012 - December 2012
Sonic Drive-In March 2010 - September 2012
Skills
Customer Service, Microsoft Excel, Bloomberg Terminal, Bloomberg, PowerPoint, Microsoft Word, SPSS, Mutual Funds, Spanish, Microsoft Office, Hedge Funds, Microsoft Access, DTCC, Credit Derivatives, OTC Derivatives, Securities Lending, Trading, Access
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Wilmington High School 2007 — 2011
Credit Suisse January 2015 - Present
Northeastern University September 2011 - Present
Goldman Sachs January 2014 - July 2014
GMO September 2013 - December 2013
GMO January 2013 - June 2013
Oppenheimer & Co. September 2012 - December 2012
Sonic Drive-In March 2010 - September 2012
Skills
Customer Service, Microsoft Excel, Bloomberg Terminal, Bloomberg, PowerPoint, Microsoft Word, SPSS, Mutual Funds, Spanish, Microsoft Office, Hedge Funds, Microsoft Access, DTCC, Credit Derivatives, OTC Derivatives, Securities Lending, Trading, Access
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Wilmington High School 2007 — 2011
Jordan C. Rubin's Oppenheimer & Co. Experience August 2007 - October 2007
Job Associate Attorney at LAWCRAFT™
Industry Law Practice
Experience
LAWCRAFT™ February 2012 - March 2015
Nova Southeastern University 2009 - 2011
Adorno & Yoss August 2010 - December 2010
11th Judicial Circuit of Florida June 2009 - August 2009
Oppenheimer & Co. August 2007 - October 2007
Education
Nova Southeastern University—Shepard Broad Law Center 2008 — 2011
J.D., Law
University of Central Florida 2002 — 2006
B.S.B.A., Finance
University of Central Florida 2002 — 2006
B.A., Psychology
LAWCRAFT™ February 2012 - March 2015
Nova Southeastern University 2009 - 2011
Adorno & Yoss August 2010 - December 2010
11th Judicial Circuit of Florida June 2009 - August 2009
Oppenheimer & Co. August 2007 - October 2007
Education
Nova Southeastern University—Shepard Broad Law Center 2008 — 2011
J.D., Law
University of Central Florida 2002 — 2006
B.S.B.A., Finance
University of Central Florida 2002 — 2006
B.A., Psychology
Paul J. Marin's Oppenheimer & Co. Experience November 2012 - April 2013
Job Consultant
Industry Investment Management
Experience
Consulting January 2014 - Present
Oppenheimer & Co. November 2012 - April 2013
Cornerstone Advisors July 2011 - November 2012
Intermoney Valores December 2009 - December 2010
UBS Investment Bank 2000 - 2005
Citi 1989 - 2000
Oppenhiemer 1985 - 1988
Skills
Capital Markets, Fixed Income, Equities, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Corporate Finance, Derivatives, Due Diligence, Electronic Trading, FX Options, Financial Analysis, Financial Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Options, Portfolio Management, Private Equity, Risk Management, Series 7, Structured Products, Trading, Valuation, Wealth Management
Education
A&D
Muhlenberg College
BA, Finance
Consulting January 2014 - Present
Oppenheimer & Co. November 2012 - April 2013
Cornerstone Advisors July 2011 - November 2012
Intermoney Valores December 2009 - December 2010
UBS Investment Bank 2000 - 2005
Citi 1989 - 2000
Oppenhiemer 1985 - 1988
Skills
Capital Markets, Fixed Income, Equities, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Corporate Finance, Derivatives, Due Diligence, Electronic Trading, FX Options, Financial Analysis, Financial Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Options, Portfolio Management, Private Equity, Risk Management, Series 7, Structured Products, Trading, Valuation, Wealth Management
Education
A&D
Muhlenberg College
BA, Finance
Julie Rafferty Julie Rafferty's Oppenheimer & Co. Experience 1997 - 1998
Job Career Counselor at Wellspring MultiService Center
Industry Nonprofit Organization Management
Experience
Wellspring Multi-Service Center April 2011 - Present
Winter Wyman and Company 1998 - 2003
Oppenheimer & Co. 1997 - 1998
Skills
Public Speaking, Mock Interviews, Program Development, Academic Advising, Interview Preparation, MBTI, Strong Interest..., Workshop Facilitation
Education
Northeastern University
BS Business Administration, International Business, Management, Marketing
Wellspring Multi-Service Center April 2011 - Present
Winter Wyman and Company 1998 - 2003
Oppenheimer & Co. 1997 - 1998
Skills
Public Speaking, Mock Interviews, Program Development, Academic Advising, Interview Preparation, MBTI, Strong Interest..., Workshop Facilitation
Education
Northeastern University
BS Business Administration, International Business, Management, Marketing
Alex Klag Alex Klag's Oppenheimer & Co. Experience March 2010 - September 2010
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Oppenheimer & Co. March 2010 - September 2010
Skills
Financial Analysis, Fixed Income, Derivatives, Investments, Mutual Funds, Hedge Funds, Equity Derivatives
Education
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
SUNY Geneseo 2008 — 2009
St. John the Baptist High School
Morgan Stanley June 2012 - Present
Oppenheimer & Co. March 2010 - September 2010
Skills
Financial Analysis, Fixed Income, Derivatives, Investments, Mutual Funds, Hedge Funds, Equity Derivatives
Education
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
SUNY Geneseo 2008 — 2009
St. John the Baptist High School
Fred Liu's Oppenheimer & Co. Experience August 2009 - December 2009
Job Research Associate at New Street Research
Industry Investment Management
Experience
New Street Research January 2015 - Present
JP Morgan Asset Management April 2012 - 2014
JP Morgan Asset Management June 2011 - August 2011
Cohen & Steers June 2010 - August 2010
Oppenheimer & Co. August 2009 - December 2009
AXA Advisors June 2009 - August 2009
Navigant Capital Advisors June 2006 - August 2006
Education
New York University 2008 — 2012
B.S., Finance and International Business
Lakota West High School 2004 — 2008
H.S. Diploma
New Street Research January 2015 - Present
JP Morgan Asset Management April 2012 - 2014
JP Morgan Asset Management June 2011 - August 2011
Cohen & Steers June 2010 - August 2010
Oppenheimer & Co. August 2009 - December 2009
AXA Advisors June 2009 - August 2009
Navigant Capital Advisors June 2006 - August 2006
Education
New York University 2008 — 2012
B.S., Finance and International Business
Lakota West High School 2004 — 2008
H.S. Diploma
Kelli Lambrix Kelli Lambrix's Oppenheimer & Co. Experience October 2005 - March 2008
Job Vice President at Global Corporate Trust Services at U.S. Bank National Association
Industry Financial Services
Experience
U.S. Bank May 2015 - Present
Public Financial Management April 2008 - May 2015
Oppenheimer & Co. October 2005 - March 2008
Comerica Securities September 2001 - October 2005
H&R Block Financial Advisors May 1996 - September 2001
Skills
Financial Structuring, Bonds, Public Finance, Credit Analysis, Options, Fixed Income, Municipal Bonds, Alternative Investments, Securities, Municipalities, Valuation, Capital Markets, Bloomberg, Analysis, Equities, Debt Restructuring, Series 7, Asset Allocation, Government, Portfolio Management, Investment Strategies, Investments, Asset Management, Mutual Funds, Investment Banking, Finance, Financial Advisory, Financial Modeling, Structured Finance, Relationship Management, Structured Products, Financial Markets, Project Finance, Presentations, Technical Presentations, Presentation Development, Public Speaking, Marketing, Financial Analysis, Management, Leadership, Due Diligence
Education
Walsh College 2000 — 2002
Master's of Science in Finance, Finance
Michigan State University 1992 — 1996
Bachelors of Arts, Finance
West Ottawa HIgh School
U.S. Bank May 2015 - Present
Public Financial Management April 2008 - May 2015
Oppenheimer & Co. October 2005 - March 2008
Comerica Securities September 2001 - October 2005
H&R Block Financial Advisors May 1996 - September 2001
Skills
Financial Structuring, Bonds, Public Finance, Credit Analysis, Options, Fixed Income, Municipal Bonds, Alternative Investments, Securities, Municipalities, Valuation, Capital Markets, Bloomberg, Analysis, Equities, Debt Restructuring, Series 7, Asset Allocation, Government, Portfolio Management, Investment Strategies, Investments, Asset Management, Mutual Funds, Investment Banking, Finance, Financial Advisory, Financial Modeling, Structured Finance, Relationship Management, Structured Products, Financial Markets, Project Finance, Presentations, Technical Presentations, Presentation Development, Public Speaking, Marketing, Financial Analysis, Management, Leadership, Due Diligence
Education
Walsh College 2000 — 2002
Master's of Science in Finance, Finance
Michigan State University 1992 — 1996
Bachelors of Arts, Finance
West Ottawa HIgh School
Danielle Simpson, JD Danielle Simpson, JD's Oppenheimer & Co. Experience June 2013 - February 2014
Job Passionate Client and Community Advocate Serving Fulton County Neighborhoods
Industry Public Relations and Communications
Experience
The Office of the Fulton County District Attorney March 2015 - Present
The National Center for the Prevention of Home Improvement Fraud (NCPHIF) November 2014 - July 2015
Staffing Now April 2014 - March 2015
Oppenheimer & Co. June 2013 - February 2014
Reichert Armstrong Law February 2013 - May 2013
Housing and Employment Discrimination Clinical Education Program August 2012 - April 2013
American Bar Association May 2012 - April 2013
Thomson Reuters Westlaw April 2012 - April 2013
Legal Services of North Dakota November 2011 - April 2013
Federal Public Defender May 2012 - July 2012
Skills
Criminal Law, Community Development, Leadership, Community Education, Advocacy, Public Speaking, Client Communication, Community Relations, Public Policy, Legal Writing, Legal Research, Client Relations, Client Development, Public Interest, Nonprofits, Client Liaison, Community Outreach, Project Management, Strategic Communications, Employment..., Public Relations, Government, Motivational..., Litigation, Strategic Planning, Volunteer Management, Conflict Resolution, Time Management, Hearings, Appeals, Organizing, Grant Writing, Criminal Defense..., Prioritize Workload, Housing Discrimination, Westlaw, Research, Event Planning, Investigation, Communication, Social Media Marketing, Marketing, Fundraising, Program Development
Education
The University of North Dakota School of Law 2010 — 2013
Doctor of Law (J.D.)
North Dakota State University 2005 — 2009
Bachelor of Science (B.S.)
North Dakota State University 2005 — 2009
Bachelor of Arts (B.A.)
Washburn Senior High School 2001 — 2005
Diploma
The Office of the Fulton County District Attorney March 2015 - Present
The National Center for the Prevention of Home Improvement Fraud (NCPHIF) November 2014 - July 2015
Staffing Now April 2014 - March 2015
Oppenheimer & Co. June 2013 - February 2014
Reichert Armstrong Law February 2013 - May 2013
Housing and Employment Discrimination Clinical Education Program August 2012 - April 2013
American Bar Association May 2012 - April 2013
Thomson Reuters Westlaw April 2012 - April 2013
Legal Services of North Dakota November 2011 - April 2013
Federal Public Defender May 2012 - July 2012
Skills
Criminal Law, Community Development, Leadership, Community Education, Advocacy, Public Speaking, Client Communication, Community Relations, Public Policy, Legal Writing, Legal Research, Client Relations, Client Development, Public Interest, Nonprofits, Client Liaison, Community Outreach, Project Management, Strategic Communications, Employment..., Public Relations, Government, Motivational..., Litigation, Strategic Planning, Volunteer Management, Conflict Resolution, Time Management, Hearings, Appeals, Organizing, Grant Writing, Criminal Defense..., Prioritize Workload, Housing Discrimination, Westlaw, Research, Event Planning, Investigation, Communication, Social Media Marketing, Marketing, Fundraising, Program Development
Education
The University of North Dakota School of Law 2010 — 2013
Doctor of Law (J.D.)
North Dakota State University 2005 — 2009
Bachelor of Science (B.S.)
North Dakota State University 2005 — 2009
Bachelor of Arts (B.A.)
Washburn Senior High School 2001 — 2005
Diploma
Joy Lin Joy Lin's Oppenheimer & Co. Experience September 2010 - January 2011
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Nomura Holding America Inc. May 2011 - August 2011
Oppenheimer & Co. September 2010 - January 2011
Citi June 2010 - August 2010
Iridium Partners, LLC September 2009 - January 2010
Skills
Finance, Trading, Foreign Exchange, Foreign Policy, Bloomberg Terminal, Microsoft Excel, Actuarial Science, Mathematics, Matlab, Java, Mandarin, Closed-end Funds, ETFs, Research, Intex, Minitab, Investment Banking, Tax Accounting, Consulting, Data Mining, Statistical Modeling, Statistics, Financial Analysis, Financial Modeling, Data Modeling, Regression Analysis, Technical Analysis, Fundamental Analysis, Equity Research
Education
MIT Sloan School of Management 2012 — 2013
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (BS), Finance and Actuarial Science
Morgan Stanley July 2013 - Present
Nomura Holding America Inc. May 2011 - August 2011
Oppenheimer & Co. September 2010 - January 2011
Citi June 2010 - August 2010
Iridium Partners, LLC September 2009 - January 2010
Skills
Finance, Trading, Foreign Exchange, Foreign Policy, Bloomberg Terminal, Microsoft Excel, Actuarial Science, Mathematics, Matlab, Java, Mandarin, Closed-end Funds, ETFs, Research, Intex, Minitab, Investment Banking, Tax Accounting, Consulting, Data Mining, Statistical Modeling, Statistics, Financial Analysis, Financial Modeling, Data Modeling, Regression Analysis, Technical Analysis, Fundamental Analysis, Equity Research
Education
MIT Sloan School of Management 2012 — 2013
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (BS), Finance and Actuarial Science
Donald Wilcox Donald Wilcox's Oppenheimer & Co. Experience 1992 - 1995
Job President at Helia Resource Center
Industry Financial Services
Experience
Helia Resource Center January 2002 - Present
Bank of Yokohama 1995 - 1998
Oppenheimer & Co. 1992 - 1995
Skills
Options, Financial Markets, Trading, Investments, Commodity, Capital Markets, Financial Analysis, Technical Analysis, Risk Management, Economics, Fixed Income, Alternative Investments
Education
Pace University - Lubin School of Business 1987 — 1989
Master of Business Administration (MBA), International Business
Monmouth University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Helia Resource Center January 2002 - Present
Bank of Yokohama 1995 - 1998
Oppenheimer & Co. 1992 - 1995
Skills
Options, Financial Markets, Trading, Investments, Commodity, Capital Markets, Financial Analysis, Technical Analysis, Risk Management, Economics, Fixed Income, Alternative Investments
Education
Pace University - Lubin School of Business 1987 — 1989
Master of Business Administration (MBA), International Business
Monmouth University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Jessica Plagens Jessica Plagens's Oppenheimer & Co. Experience April 2013 - January 2014
Job Marketing and Team Coordinator at Team Jason Schmidt, Edina Realty | Freelance Graphic Designer
Industry Marketing and Advertising
Experience
Team Jason Schmidt, Edina Realty 2015 - Present
Freelance Graphic Designer and Writer September 2011 - Present
J. Murphy & Associates August 2014 - February 2015
DevJam April 2014 - August 2014
Westwood Professional Services July 2013 - February 2014
Oppenheimer & Co. April 2013 - January 2014
Scales Advertising April 2012 - October 2012
Scales Advertising November 2011 - April 2012
Gasthof zur Gemutlichkeit August 2005 - February 2012
Blackbird November 2010 - November 2011
Skills
InDesign, Copywriting, Graphic Design, Advertising, Adobe Acrobat, Illustrator, Proofreading, Customer Service, Photoshop, Layout, Adobe Creative Suite, Social Media, Project Management, Copy Editing, PowerPoint, Proposal Writing, Marketing Communications, Market Research, Word, Project Planning, Typography, Creative Writing, Brand Management, Access, Color Correction, HTML + CSS, After Effects, Mood Boards, Adobe Bridge, Food & Beverage, RFP preparation, Deadline Driven, Print, Client Relations Skills, Estimates, Microsoft Excel, Web Design, HTML, In-house Design, Deltek, Google Docs, Short Stories, Fiction Writing
Education
Minneapolis College of Art and Design 2009 — 2011
Certificate, Graphic Design
St. Olaf College 2000 — 2004
BA, Fine Arts
Team Jason Schmidt, Edina Realty 2015 - Present
Freelance Graphic Designer and Writer September 2011 - Present
J. Murphy & Associates August 2014 - February 2015
DevJam April 2014 - August 2014
Westwood Professional Services July 2013 - February 2014
Oppenheimer & Co. April 2013 - January 2014
Scales Advertising April 2012 - October 2012
Scales Advertising November 2011 - April 2012
Gasthof zur Gemutlichkeit August 2005 - February 2012
Blackbird November 2010 - November 2011
Skills
InDesign, Copywriting, Graphic Design, Advertising, Adobe Acrobat, Illustrator, Proofreading, Customer Service, Photoshop, Layout, Adobe Creative Suite, Social Media, Project Management, Copy Editing, PowerPoint, Proposal Writing, Marketing Communications, Market Research, Word, Project Planning, Typography, Creative Writing, Brand Management, Access, Color Correction, HTML + CSS, After Effects, Mood Boards, Adobe Bridge, Food & Beverage, RFP preparation, Deadline Driven, Print, Client Relations Skills, Estimates, Microsoft Excel, Web Design, HTML, In-house Design, Deltek, Google Docs, Short Stories, Fiction Writing
Education
Minneapolis College of Art and Design 2009 — 2011
Certificate, Graphic Design
St. Olaf College 2000 — 2004
BA, Fine Arts
Harrison Courtney Harrison Courtney's Oppenheimer & Co. Experience May 2013 - May 2014
Job Audit Associate
Industry Accounting
Experience
BDO USA, LLP October 2014 - Present
Philadelphia Industrial Development Corporation June 2014 - Present
Oppenheimer & Co. May 2013 - May 2014
Enactus: Penn State University 2012 - 2013
Skills
Microsoft Technologies, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Public Relations, Financial Reporting, Analytical Skills, Organization &..., Communication Skills, Stock Market Analysis, Analysis, Budgets, Business Planning, Social Networking, Time Management, Marketing, Leadership, Strategy, Sales, Management, Team Building, Finance, Fundraising, Portfolio Management, Financial Accounting
Education
Pennsylvania State University-Penn State Abington 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Montgomery County Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Hatboro horsham High School 2004 — 2007
BDO USA, LLP October 2014 - Present
Philadelphia Industrial Development Corporation June 2014 - Present
Oppenheimer & Co. May 2013 - May 2014
Enactus: Penn State University 2012 - 2013
Skills
Microsoft Technologies, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Public Relations, Financial Reporting, Analytical Skills, Organization &..., Communication Skills, Stock Market Analysis, Analysis, Budgets, Business Planning, Social Networking, Time Management, Marketing, Leadership, Strategy, Sales, Management, Team Building, Finance, Fundraising, Portfolio Management, Financial Accounting
Education
Pennsylvania State University-Penn State Abington 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Montgomery County Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Hatboro horsham High School 2004 — 2007
Stephen Lanese Stephen Lanese's Oppenheimer & Co. Experience 2002 - 2008
Job Vice President Software/Technology M&A at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2014 - Present
VRA Partners, LLC 2010 - 2014
Thomas Weisel Partners June 2009 - August 2009
Oppenheimer & Co. 2002 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Private Equity, Capital Markets, Mergers, Corporate Finance, Bloomberg, Due Diligence, LBO, Equities, M&A experience
Education
Middlebury College 1998 — 2002
BA
Washington University in St. Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of New South Wales 2000 — 2000
Mary Institute and Saint Louis Country Day School (MICDS) 1990 — 1998
SunTrust Robinson Humphrey 2014 - Present
VRA Partners, LLC 2010 - 2014
Thomas Weisel Partners June 2009 - August 2009
Oppenheimer & Co. 2002 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Private Equity, Capital Markets, Mergers, Corporate Finance, Bloomberg, Due Diligence, LBO, Equities, M&A experience
Education
Middlebury College 1998 — 2002
BA
Washington University in St. Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of New South Wales 2000 — 2000
Mary Institute and Saint Louis Country Day School (MICDS) 1990 — 1998
Evan J. Burke's Oppenheimer & Co. Experience May 2012 - September 2012
Job Treasury Analyst at Arrow Electronics
Industry Semiconductors
Experience
Arrow Electronics June 2014 - Present
Crane Co. July 2013 - June 2014
Arrow Electronics January 2013 - July 2013
New Vitality September 2012 - December 2012
Oppenheimer & Co. May 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Access, Financial Analysis, Microsoft Office, Financial Reporting, Microsoft Word, Financial Accounting, Outlook, Customer Service, Financial Modeling, Finance, Leadership, Portfolio Management, Research, Public Speaking, Cash Management, Intercompany Loans
Education
Stony Brook University 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Nassau Community College 2009 — 2011
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Arrow Electronics June 2014 - Present
Crane Co. July 2013 - June 2014
Arrow Electronics January 2013 - July 2013
New Vitality September 2012 - December 2012
Oppenheimer & Co. May 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Access, Financial Analysis, Microsoft Office, Financial Reporting, Microsoft Word, Financial Accounting, Outlook, Customer Service, Financial Modeling, Finance, Leadership, Portfolio Management, Research, Public Speaking, Cash Management, Intercompany Loans
Education
Stony Brook University 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Nassau Community College 2009 — 2011
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Lester Elson Lester Elson's Oppenheimer & Co. Experience November 1987 - July 2003
Job Experienced Financial Services Professional
Industry Capital Markets
Experience
A Retirement Services Company March 2013 - Present
DTCC February 2006 - November 2012
Consultant- Broadridge 2005 - 2006
Citi December 2003 - June 2005
Oppenheimer & Co. November 1987 - July 2003
Skills
Mutual Funds, FundSERV, Microsoft Excel, Microsoft Word, Brokerage Operations, Financial Services, Financial Support, Buisness Process..., Wealth Management..., Data Mapping, Trading, Financial Analysis, Account Reconciliation, Brokers, Process Improvement, Relationship Management, Asset Management, Management, Middle Office, Back Office
Education
Pace University 1983 — 1988
Management Information Systems, General
A Retirement Services Company March 2013 - Present
DTCC February 2006 - November 2012
Consultant- Broadridge 2005 - 2006
Citi December 2003 - June 2005
Oppenheimer & Co. November 1987 - July 2003
Skills
Mutual Funds, FundSERV, Microsoft Excel, Microsoft Word, Brokerage Operations, Financial Services, Financial Support, Buisness Process..., Wealth Management..., Data Mapping, Trading, Financial Analysis, Account Reconciliation, Brokers, Process Improvement, Relationship Management, Asset Management, Management, Middle Office, Back Office
Education
Pace University 1983 — 1988
Management Information Systems, General
Kathy Courtright's Oppenheimer & Co. Experience March 2013 - April 2014
Job Wealth Manager at Bloomfield Hills Financial
Industry Financial Services
Experience
Oppenheimer & Co. March 2013 - April 2014
Merrill Lynch August 2011 - April 2013
Sauder Manufacturing Co. November 2007 - July 2010
Interior Environments 2005 - 2007
WorkRite Ergonomics 2002 - 2005
Interface January 1999 - August 2002
McGraw-Hill Construction January 1994 - June 1998
Haworth 1986 - 1994
Skills
Account Management, New Business Development, Sales, Strategic Planning, Sales Management, Social Media, Marketing, Contract Negotiation, Selling, Sales Process, Entrepreneurship, Banking, Cold Calling, Coaching
Education
Michigan State University 1973 — 1977
BS
Oppenheimer & Co. March 2013 - April 2014
Merrill Lynch August 2011 - April 2013
Sauder Manufacturing Co. November 2007 - July 2010
Interior Environments 2005 - 2007
WorkRite Ergonomics 2002 - 2005
Interface January 1999 - August 2002
McGraw-Hill Construction January 1994 - June 1998
Haworth 1986 - 1994
Skills
Account Management, New Business Development, Sales, Strategic Planning, Sales Management, Social Media, Marketing, Contract Negotiation, Selling, Sales Process, Entrepreneurship, Banking, Cold Calling, Coaching
Education
Michigan State University 1973 — 1977
BS
Bryan J. Fong's Oppenheimer & Co. Experience 2005 - 2006
Job Sr. Equity Research Analyst at Value Line
Industry Financial Services
Experience
Value Line December 2006 - Present
Oppenheimer & Co. 2005 - 2006
Global FX Llc. 2005 - 2006
Morgan Stanley Smith Barney September 2003 - January 2004
Skills
Equity Research, Equities, Financial Modeling, Valuation, Equity Valuation, Finance, Derivatives, Trading, Capital Markets, Financial Markets, Asset Managment, Financial Analysis, Asset Management, Alternative Investments, Analysis, Securities, Financial Statement...
Education
Northeastern University 2001 — 2005
BABS, Finance
Saugerties High
Value Line December 2006 - Present
Oppenheimer & Co. 2005 - 2006
Global FX Llc. 2005 - 2006
Morgan Stanley Smith Barney September 2003 - January 2004
Skills
Equity Research, Equities, Financial Modeling, Valuation, Equity Valuation, Finance, Derivatives, Trading, Capital Markets, Financial Markets, Asset Managment, Financial Analysis, Asset Management, Alternative Investments, Analysis, Securities, Financial Statement...
Education
Northeastern University 2001 — 2005
BABS, Finance
Saugerties High
Nicholas Padgen Nicholas Padgen's Oppenheimer & Co. Experience September 2000 - January 2006
Job Manager of Investment Operations at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management February 2006 - Present
Oppenheimer & Co. September 2000 - January 2006
McBee Associates, Inc. March 1999 - December 1999
Skills
Asset Management, Equities, FX Trading, Equity Valuation, Employee Training, Investments, Finance, GIPS Compliance, Account Reconciliation, Revenue Analysis, Alternative Investments, Fund Accounting, UCITS, Mutual Funds, Long/Short Equity, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Securities, Valuation, Asset Managment
Education
McGill University 1996 — 1998
BA
Pzena Investment Management February 2006 - Present
Oppenheimer & Co. September 2000 - January 2006
McBee Associates, Inc. March 1999 - December 1999
Skills
Asset Management, Equities, FX Trading, Equity Valuation, Employee Training, Investments, Finance, GIPS Compliance, Account Reconciliation, Revenue Analysis, Alternative Investments, Fund Accounting, UCITS, Mutual Funds, Long/Short Equity, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Securities, Valuation, Asset Managment
Education
McGill University 1996 — 1998
BA
Joseph Sheeran Joseph Sheeran's Oppenheimer & Co. Experience August 2006 - December 2008
Job Senior Loan Officer at Insight Financial Services
Industry Financial Services
Experience
Insight Loans August 2014 - Present
RoundPoint Financial Group October 2013 - August 2014
Shore Mortgage / United Wholesale Mortgage 2009 - September 2013
Oppenheimer & Co. August 2006 - December 2008
H&R BLOCK Financial Advisors May 1987 - August 2005
Skills
Mortgage Lending, Government Loans, VA loans, Loans, Refinance, Residential Mortgages, FHA, FHA financing, Loan Origination, Mortgage Banking, Mortgage Marketing, Mortgage Underwriting, Finance, Referrals, USDA, Debt Consolidation, Home Equity Loans, Real Estate Financing
Education
Michigan State University 1982 — 1986
BA, COMMUNICATIONS/BUSINESS
Wylie E. Groves High School, Birmingham, MI 1979 — 1982
High School Diploma, College Preparatory
Insight Loans August 2014 - Present
RoundPoint Financial Group October 2013 - August 2014
Shore Mortgage / United Wholesale Mortgage 2009 - September 2013
Oppenheimer & Co. August 2006 - December 2008
H&R BLOCK Financial Advisors May 1987 - August 2005
Skills
Mortgage Lending, Government Loans, VA loans, Loans, Refinance, Residential Mortgages, FHA, FHA financing, Loan Origination, Mortgage Banking, Mortgage Marketing, Mortgage Underwriting, Finance, Referrals, USDA, Debt Consolidation, Home Equity Loans, Real Estate Financing
Education
Michigan State University 1982 — 1986
BA, COMMUNICATIONS/BUSINESS
Wylie E. Groves High School, Birmingham, MI 1979 — 1982
High School Diploma, College Preparatory
Sean Michael Gillis Sean Michael Gillis's Oppenheimer & Co. Experience July 2008 - October 2009
Job Vice President at Pritzker Group
Industry Venture Capital & Private Equity
Experience
Pritzker Group June 2015 - Present
Pritzker Group July 2013 - May 2014
Pritzker Group July 2011 - July 2013
Credit Suisse November 2009 - June 2011
Oppenheimer & Co. July 2008 - October 2009
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business Administration
Pritzker Group June 2015 - Present
Pritzker Group July 2013 - May 2014
Pritzker Group July 2011 - July 2013
Credit Suisse November 2009 - June 2011
Oppenheimer & Co. July 2008 - October 2009
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business Administration
Dmitry Noskov Dmitry Noskov's Oppenheimer & Co. Experience June 2010 - October 2013
Job Apex Omega / SAP Sybase Realtime Analytics Platform implementation and support at Interactive Data
Industry Financial Services
Experience
Interactive Data October 2013 - Present
Oppenheimer & Co. June 2010 - October 2013
Investment Technology Group June 2004 - June 2010
Swiss Re February 2001 - May 2003
Bankers Trust February 1998 - May 2000
Instinet Corporation May 1997 - February 1998
Skills
Sybase, Data Modeling, Microsoft SQL Server, ETL, Sybase IQ, Data Warehousing, Unix, Database Design, T-SQL, Trading Systems, SQL, Disaster Recovery, Shell Scripting, Sybase Replication..., Sybase SQL Anywhere, High Availability, Solaris, Cluster, Databases, Unix Shell Scripting, Performance Tuning, Database Administration, Enterprise Architecture
Education
New York University 2008 — 2010
Java Programming
Interactive Data October 2013 - Present
Oppenheimer & Co. June 2010 - October 2013
Investment Technology Group June 2004 - June 2010
Swiss Re February 2001 - May 2003
Bankers Trust February 1998 - May 2000
Instinet Corporation May 1997 - February 1998
Skills
Sybase, Data Modeling, Microsoft SQL Server, ETL, Sybase IQ, Data Warehousing, Unix, Database Design, T-SQL, Trading Systems, SQL, Disaster Recovery, Shell Scripting, Sybase Replication..., Sybase SQL Anywhere, High Availability, Solaris, Cluster, Databases, Unix Shell Scripting, Performance Tuning, Database Administration, Enterprise Architecture
Education
New York University 2008 — 2010
Java Programming
Ishviyan de Saram Ishviyan de Saram's Oppenheimer & Co. Experience March 2011 - September 2012
Job Senior Consultant at EY
Industry Financial Services
Experience
EY January 2014 - Present
Capco September 2012 - January 2014
Oppenheimer & Co. March 2011 - September 2012
UBS Wealth Management January 2008 - March 2011
Deutsche Bank June 2007 - January 2008
Skills
AML, KYC, Due Diligence, Business Analysis, USA PATRIOT Act, OFAC, Risk Management, SDLC, Data Analysis, Compliance, Fraud Detection, Process Flow..., Project Management, Actimize, System Integration..., Requirements Gathering, Gap Analysis, Root Cause Analysis, System Implementations, Quality Center, Fraud, LexisNexis, Mantas, Factiva, FinCEN, Surveillance, SQN, Series 7, PowerPoint, Excel, Word, Visio, Program Management, Fraud Prevention, ACAMS
Education
Rollins College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Middlebury College 2005 — 2005
Spanish Summer Language School
EY January 2014 - Present
Capco September 2012 - January 2014
Oppenheimer & Co. March 2011 - September 2012
UBS Wealth Management January 2008 - March 2011
Deutsche Bank June 2007 - January 2008
Skills
AML, KYC, Due Diligence, Business Analysis, USA PATRIOT Act, OFAC, Risk Management, SDLC, Data Analysis, Compliance, Fraud Detection, Process Flow..., Project Management, Actimize, System Integration..., Requirements Gathering, Gap Analysis, Root Cause Analysis, System Implementations, Quality Center, Fraud, LexisNexis, Mantas, Factiva, FinCEN, Surveillance, SQN, Series 7, PowerPoint, Excel, Word, Visio, Program Management, Fraud Prevention, ACAMS
Education
Rollins College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Middlebury College 2005 — 2005
Spanish Summer Language School
Scott Kurland's Oppenheimer & Co. Experience September 2007 - July 2009
Job Sales and Publisher Development Manager at DashBid Media
Industry Information Technology and Services
Experience
DashBid Media March 2015 - Present
Swaps Monitor Publications, Inc. February 2014 - March 2015
Allen Partners September 2011 - September 2013
Faulkner's Island Capital July 2009 - June 2011
Oppenheimer & Co. September 2007 - July 2009
Wachovia Securities May 2005 - September 2007
Raymond James Financial Services February 2002 - November 2003
Sands Bros 1992 - 2001
Skills
Video Advertising, Investments, Strategic Financial..., Alternative Investments, Private Equity, Wealth Management, Hedge Funds, Financial Services, Securities, Finance, Financial Markets, Asset Allocation, Venture Capital, Equities, Relationship Management, Business Development, Risk Management, Series 7, Investment Management, Entrepreneurship, Investment Banking, Capital Markets, Wealth, Mutual Funds, Investment Strategies, Equity Research, Financial Advisory, Portfolio Management, Trading, Asset Management, Private Placements, Due Diligence, Emerging Markets, Investment Advisory, Funding, Sales, Asset Managment, ETFs, Equity Trading, Digital Media, Online Advertising, Digital Marketing
Education
University of Maryland College Park 1986 — 1988
Bachelor's degree, Business/Managerial Economics
University of Hartford 1984 — 1986
New York University 2004 — 2005
Sports Management
DashBid Media March 2015 - Present
Swaps Monitor Publications, Inc. February 2014 - March 2015
Allen Partners September 2011 - September 2013
Faulkner's Island Capital July 2009 - June 2011
Oppenheimer & Co. September 2007 - July 2009
Wachovia Securities May 2005 - September 2007
Raymond James Financial Services February 2002 - November 2003
Sands Bros 1992 - 2001
Skills
Video Advertising, Investments, Strategic Financial..., Alternative Investments, Private Equity, Wealth Management, Hedge Funds, Financial Services, Securities, Finance, Financial Markets, Asset Allocation, Venture Capital, Equities, Relationship Management, Business Development, Risk Management, Series 7, Investment Management, Entrepreneurship, Investment Banking, Capital Markets, Wealth, Mutual Funds, Investment Strategies, Equity Research, Financial Advisory, Portfolio Management, Trading, Asset Management, Private Placements, Due Diligence, Emerging Markets, Investment Advisory, Funding, Sales, Asset Managment, ETFs, Equity Trading, Digital Media, Online Advertising, Digital Marketing
Education
University of Maryland College Park 1986 — 1988
Bachelor's degree, Business/Managerial Economics
University of Hartford 1984 — 1986
New York University 2004 — 2005
Sports Management
Ron Bernard Ron Bernard's Oppenheimer & Co. Experience July 2002 - July 2005
Job vice president at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Oppenheimer & Co. July 2002 - July 2005
Skills
Fixed Income, Equities, Hedge Funds
Education
Nichols College
Bachelor of Arts (B.A.), Finance, General
University of Massachusetts, Amherst
Merrill Lynch October 2006 - Present
Oppenheimer & Co. July 2002 - July 2005
Skills
Fixed Income, Equities, Hedge Funds
Education
Nichols College
Bachelor of Arts (B.A.), Finance, General
University of Massachusetts, Amherst
Dorothy Lakner's Oppenheimer & Co. Experience March 1991 - November 1997
Job Managing Director at Topeka Capital Markets, Inc
Industry Capital Markets
Experience
Caris & Company March 2009 - December 2012
CIBC World Markets November 1997 - October 2007
Oppenheimer & Co. March 1991 - November 1997
Deutsche Bank Capital Corp. February 1988 - March 1991
E.F. Hutton & Co. January 1987 - November 1987
L.F.Rothschild Unterberg Towbin June 1984 - December 1986
Skills
Equity Research, Retail, Equities, Corporate Finance, Valuation, Financial Modeling, Investments, Series 7, Equity Valuation, Alternative Investments, Capital Markets, Securities, Chartered Financial..., Investment Management, Due Diligence, Institutional..., Mergers & Acquisitions, M&A experience, Series 63, Mutual Funds
Education
The University of Chicago
Ph.D.
Middlebury College
M.A.
Mount Holyoke College 1969 — 1973
A.B.
Sweet briar Junior Year in France
Caris & Company March 2009 - December 2012
CIBC World Markets November 1997 - October 2007
Oppenheimer & Co. March 1991 - November 1997
Deutsche Bank Capital Corp. February 1988 - March 1991
E.F. Hutton & Co. January 1987 - November 1987
L.F.Rothschild Unterberg Towbin June 1984 - December 1986
Skills
Equity Research, Retail, Equities, Corporate Finance, Valuation, Financial Modeling, Investments, Series 7, Equity Valuation, Alternative Investments, Capital Markets, Securities, Chartered Financial..., Investment Management, Due Diligence, Institutional..., Mergers & Acquisitions, M&A experience, Series 63, Mutual Funds
Education
The University of Chicago
Ph.D.
Middlebury College
M.A.
Mount Holyoke College 1969 — 1973
A.B.
Sweet briar Junior Year in France
Arthur Coleman Arthur Coleman's Oppenheimer & Co. Experience 1980 - 1996
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Capital Markets
Experience
Wells Fargo Advisors, LLC 2012 - Present
Advanced Equities 2009 - 2012
Citi Smith Barney 2004 - 2009
Graham & Dodd Value Fund 2003 - 2004
UBS 1996 - 2003
Oppenheimer & Co. 1980 - 1996
Skills
Investments, Alternative Investments, Strategy, Asset Management, Due Diligence, Financial Analysis, Equities, Start-ups, Entrepreneurship, Business Strategy
Education
McGill University
BA, Montreal, Canada
University of Bordeaux
Bordeaux, France
American University of Paris
Paris, France
Wells Fargo Advisors, LLC 2012 - Present
Advanced Equities 2009 - 2012
Citi Smith Barney 2004 - 2009
Graham & Dodd Value Fund 2003 - 2004
UBS 1996 - 2003
Oppenheimer & Co. 1980 - 1996
Skills
Investments, Alternative Investments, Strategy, Asset Management, Due Diligence, Financial Analysis, Equities, Start-ups, Entrepreneurship, Business Strategy
Education
McGill University
BA, Montreal, Canada
University of Bordeaux
Bordeaux, France
American University of Paris
Paris, France
Cecilia M. Brancato, CFA, MBA Cecilia M. Brancato, CFA, MBA's Oppenheimer & Co. Experience July 1987 - January 1994
Job Managing Partner at Brancato & Associates LLC
Industry Financial Services
Experience
Brancato & Associates, LLC March 2004 - Present
Jennison Associates January 1994 - December 2001
Oppenheimer & Co. July 1987 - January 1994
Martin Simpson & Co., Inc. January 1980 - July 1987
Nation's Restaurant News January 1979 - January 1980
Times Herald-Record January 1976 - January 1979
Skills
Finance, Investments, Market Research, Journalism, Equity Research, Hedge Funds, Funding, Equities, Valuation, Mutual Funds, Capital Markets, Alternative Investments, Venture Capital
Education
New York University, Stern School of Business 1981 — 1985
Master of Business Administration (MBA), Finance
New York University 1972 — 1976
Bachelor of Arts (B.A.), Journalism, Dramatic Literature
Brancato & Associates, LLC March 2004 - Present
Jennison Associates January 1994 - December 2001
Oppenheimer & Co. July 1987 - January 1994
Martin Simpson & Co., Inc. January 1980 - July 1987
Nation's Restaurant News January 1979 - January 1980
Times Herald-Record January 1976 - January 1979
Skills
Finance, Investments, Market Research, Journalism, Equity Research, Hedge Funds, Funding, Equities, Valuation, Mutual Funds, Capital Markets, Alternative Investments, Venture Capital
Education
New York University, Stern School of Business 1981 — 1985
Master of Business Administration (MBA), Finance
New York University 1972 — 1976
Bachelor of Arts (B.A.), Journalism, Dramatic Literature
William Hinkle William Hinkle's Oppenheimer & Co. Experience January 2014 - March 2014
Job Inspector Vertical Solutions, Inc
Industry Telecommunications
Experience
Vertical Solutions, Inc. March 2014 - Present
Oppenheimer & Co. January 2014 - March 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Teamwork, Apparel, Merchandising, Research, Event Planning, Marketing, Facebook, Retail, Public Relations, Social Media Marketing, Time Management, Leadership, Social Networking
Education
North Carolina State University 2009 — 2013
Textile Technology, Logistics, Materials, and Supply Chain Management, Senior
Vertical Solutions, Inc. March 2014 - Present
Oppenheimer & Co. January 2014 - March 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Teamwork, Apparel, Merchandising, Research, Event Planning, Marketing, Facebook, Retail, Public Relations, Social Media Marketing, Time Management, Leadership, Social Networking
Education
North Carolina State University 2009 — 2013
Textile Technology, Logistics, Materials, and Supply Chain Management, Senior
Tony Balbarin Tony Balbarin's Oppenheimer & Co. Experience February 2002 - Present
Job VP Executive Director Trading Applications Development at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. February 2002 - Present
CIBC World Markets 2002 - 2008
Citi August 1992 - June 2001
Coopers & Lybrand Consulting August 1979 - August 1992
Skills
Series 7, Fixed Income, Alternative Investments, Hedge Funds, Series 63, Capital Markets, Wealth Management, Investment Banking, Investments, Bloomberg, Securities
Education
New York University
Letran College 1968 — 1972
Bachelor of Science (BS), Economics
Oppenheimer & Co. February 2002 - Present
CIBC World Markets 2002 - 2008
Citi August 1992 - June 2001
Coopers & Lybrand Consulting August 1979 - August 1992
Skills
Series 7, Fixed Income, Alternative Investments, Hedge Funds, Series 63, Capital Markets, Wealth Management, Investment Banking, Investments, Bloomberg, Securities
Education
New York University
Letran College 1968 — 1972
Bachelor of Science (BS), Economics
Sam Dubinsky Sam Dubinsky's Oppenheimer & Co. Experience March 2004 - January 2010
Job Senior Analyst at Carlson Capital, L.P.
Industry Research
Experience
Carlson Capital, L.P. May 2015 - Present
Wells Fargo March 2010 - May 2015
Oppenheimer & Co. March 2004 - January 2010
Ivy Asset Management August 2002 - March 2004
Skills
Mining, Business Strategy, Financial Modeling, Financial Analysis, Due Diligence, Investments, Equity Research, Equities, Valuation, Private Equity, Hedge Funds, Strategy, Capital Markets, Investor Relations, Portfolio Management, Renewable Energy, Equity Valuation, Corporate Development, Business Development, Investment Banking
Education
New York University 1998 — 2002
Northern Highlands 1994 — 1998
Northern Highlands Regional High School 1994 — 1998
Carlson Capital, L.P. May 2015 - Present
Wells Fargo March 2010 - May 2015
Oppenheimer & Co. March 2004 - January 2010
Ivy Asset Management August 2002 - March 2004
Skills
Mining, Business Strategy, Financial Modeling, Financial Analysis, Due Diligence, Investments, Equity Research, Equities, Valuation, Private Equity, Hedge Funds, Strategy, Capital Markets, Investor Relations, Portfolio Management, Renewable Energy, Equity Valuation, Corporate Development, Business Development, Investment Banking
Education
New York University 1998 — 2002
Northern Highlands 1994 — 1998
Northern Highlands Regional High School 1994 — 1998
Richard Borland Jr. Richard Borland Jr.'s Oppenheimer & Co. Experience March 2001 - June 2008
Job Attorney at Borland Law, LLC.
Industry Law Practice
Experience
Borland Law, LLC. May 2009 - Present
Special Counsel 2011 - 2014
Dougherty & Company May 2008 - April 2009
Oppenheimer & Co. March 2001 - June 2008
Wells Fargo July 1993 - March 2001
Citigroup Investments January 1992 - January 1993
IDS Financial Services, American Express Financial Services, Ameriprise Financial Services January 1989 - January 1992
IDS Financial Services January 1985 - January 1989
Federal Land Bank January 1980 - March 1985
Lincoln National Life Ins. Co March 1979 - March 1980
Skills
Estate Planning, Trusts, Wills, Elder Law, Incorporation, LLC, Charities, Estate Administration, Probate, Financial Planning, Retirement Planning, Small Business, Succession Planning, Buy-sell Agreements, Alternative Dispute..., Wealth, Investments, Special Needs Trusts, Commercial Litigation, High Net Worth..., Prenuptial Agreements, Financial Planners, Westlaw, Strategic Financial..., Estate Law, Corporate Law, Legal Writing, Litigation, Intellectual Property, Estate Tax Planning
Education
William Mitchell College of Law 1973 — 1978
Juris Doctor, Law
University of Minnesota-Twin Cities 1969 — 1977
B.E.S., Humanities & Future Sciences
Borland Law, LLC. May 2009 - Present
Special Counsel 2011 - 2014
Dougherty & Company May 2008 - April 2009
Oppenheimer & Co. March 2001 - June 2008
Wells Fargo July 1993 - March 2001
Citigroup Investments January 1992 - January 1993
IDS Financial Services, American Express Financial Services, Ameriprise Financial Services January 1989 - January 1992
IDS Financial Services January 1985 - January 1989
Federal Land Bank January 1980 - March 1985
Lincoln National Life Ins. Co March 1979 - March 1980
Skills
Estate Planning, Trusts, Wills, Elder Law, Incorporation, LLC, Charities, Estate Administration, Probate, Financial Planning, Retirement Planning, Small Business, Succession Planning, Buy-sell Agreements, Alternative Dispute..., Wealth, Investments, Special Needs Trusts, Commercial Litigation, High Net Worth..., Prenuptial Agreements, Financial Planners, Westlaw, Strategic Financial..., Estate Law, Corporate Law, Legal Writing, Litigation, Intellectual Property, Estate Tax Planning
Education
William Mitchell College of Law 1973 — 1978
Juris Doctor, Law
University of Minnesota-Twin Cities 1969 — 1977
B.E.S., Humanities & Future Sciences
Brian Perri Brian Perri's Oppenheimer & Co. Experience December 2000 - October 2001
Job Organizational Effectiveness & Change Management at AIG
Industry Financial Services
Experience
AIG July 2014 - Present
New York University Student Health Center September 2005 - July 2014
The New School Client Consulting Group Projects September 2009 - January 2012
Citi Private Bank December 2003 - August 2005
Citi Private Bank April 2002 - August 2005
Oppenheimer & Co. December 2000 - October 2001
TruCom April 2000 - December 2000
Sands Brothers & Co., LTD April 1998 - April 2000
Wells Fargo (formerly CoreStates Bank) August 1995 - April 1998
Skills
Business Analysis, Management, Financial Services, Banking, Change Management, Organizational..., Organizational Design, Leadership Development, Microsoft Office, Data Analysis, Project Management, Quality Management, Business Development, Entrepreneurship, Leadership, Social Networking, Strategic Planning, Customer Service, Healthcare, Higher Education, Appreciative Inquiry, Workshop Facilitation, Series 7, Management Consulting, Marketing, Training
Education
The New School 2009 — 2012
Master's Degree, MS in Organizational Change Management
New York University 2003 — 2008
Bachelor's Degree, BA - Political Science
AIG July 2014 - Present
New York University Student Health Center September 2005 - July 2014
The New School Client Consulting Group Projects September 2009 - January 2012
Citi Private Bank December 2003 - August 2005
Citi Private Bank April 2002 - August 2005
Oppenheimer & Co. December 2000 - October 2001
TruCom April 2000 - December 2000
Sands Brothers & Co., LTD April 1998 - April 2000
Wells Fargo (formerly CoreStates Bank) August 1995 - April 1998
Skills
Business Analysis, Management, Financial Services, Banking, Change Management, Organizational..., Organizational Design, Leadership Development, Microsoft Office, Data Analysis, Project Management, Quality Management, Business Development, Entrepreneurship, Leadership, Social Networking, Strategic Planning, Customer Service, Healthcare, Higher Education, Appreciative Inquiry, Workshop Facilitation, Series 7, Management Consulting, Marketing, Training
Education
The New School 2009 — 2012
Master's Degree, MS in Organizational Change Management
New York University 2003 — 2008
Bachelor's Degree, BA - Political Science
Emily Pillar Emily Pillar's Oppenheimer & Co. Experience July 2011 - May 2013
Job Mathematics Teacher at Port Washington School District
Industry Primary/Secondary Education
Experience
Port Washington School District September 2014 - Present
Oppenheimer & Co. July 2011 - May 2013
freeGulliver September 2010 - April 2011
Tulane University August 2008 - December 2008
The University of Georgia May 2008 - July 2008
Education
Fordham University Graduate School of Education 2013 — 2014
Master of Education (M.Ed.), Secondary Education and Teaching
Northwestern University 2009 — 2010
Master of Science, Applied Mathematics and Engineering Sciences
Tulane University 2007 — 2009
Bachelor of Science, Mathematics and Economics
Port Washington School District September 2014 - Present
Oppenheimer & Co. July 2011 - May 2013
freeGulliver September 2010 - April 2011
Tulane University August 2008 - December 2008
The University of Georgia May 2008 - July 2008
Education
Fordham University Graduate School of Education 2013 — 2014
Master of Education (M.Ed.), Secondary Education and Teaching
Northwestern University 2009 — 2010
Master of Science, Applied Mathematics and Engineering Sciences
Tulane University 2007 — 2009
Bachelor of Science, Mathematics and Economics
Chris & Stephanie Somers Chris & Stephanie Somers's Oppenheimer & Co. Experience January 1998 - October 2003
Job Realtor / Owner at RE/MAX Access, The Somers Team, blogger, investor
Industry Real Estate
Experience
RE/MAX Access January 2009 - Present
Realtor at Remax Access 2005 - 2013
Remax Affiliates October 2003 - December 2008
RE/MAX Affiliates December 2003 - December 2007
Oppenheimer & Co. January 1998 - October 2003
Deloitte January 2000 - December 2002
Skills
Short Sales, Real Estate, New Home Sales, Investors, Investment Properties, Sellers, Sales, Foreclosures, Buyer Representation, Real Estate Transactions, Selling, Investments, Condos, Negotiation, Buyers, Property Management, Real Estate Economics, First Time Home Buyers, Property, Relocation, Referrals, REO, Single Family Homes, Townhomes, Move Up Buyers, Real Property, Relocation Buyers, ABR, Real Estate Marketing, Residential Homes, HUD, Seller Representation, Listings
Education
Moore College of Art and Design 1984 — 1991
Illustration, Fine Art
University of Maryland College Park 1986 — 1990
Accounting, Business, Accounting
RE/MAX Access January 2009 - Present
Realtor at Remax Access 2005 - 2013
Remax Affiliates October 2003 - December 2008
RE/MAX Affiliates December 2003 - December 2007
Oppenheimer & Co. January 1998 - October 2003
Deloitte January 2000 - December 2002
Skills
Short Sales, Real Estate, New Home Sales, Investors, Investment Properties, Sellers, Sales, Foreclosures, Buyer Representation, Real Estate Transactions, Selling, Investments, Condos, Negotiation, Buyers, Property Management, Real Estate Economics, First Time Home Buyers, Property, Relocation, Referrals, REO, Single Family Homes, Townhomes, Move Up Buyers, Real Property, Relocation Buyers, ABR, Real Estate Marketing, Residential Homes, HUD, Seller Representation, Listings
Education
Moore College of Art and Design 1984 — 1991
Illustration, Fine Art
University of Maryland College Park 1986 — 1990
Accounting, Business, Accounting
John Rizzo John Rizzo's Oppenheimer & Co. Experience May 2009 - November 2009
Job Senior Risk Analyst, Portfolio Management Group at Merchant Cash and Capital LLC
Industry Financial Services
Experience
Merchant Cash and Capital LLC September 2011 - Present
Merchant Cash and Capital LLC December 2010 - September 2011
Morgan Stanley Smith Barney August 2010 - October 2010
Oppenheimer & Co. May 2009 - November 2009
Oppenheimer & Co. June 2008 - May 2009
UBS Wealth Management January 2007 - May 2007
Skills
Risk Management, Data Analysis, Regulatory Affairs, Suitability Analysis, Portfolio Management, Financial Analysis, Financial Reporting, Financial Accounting, Financial Risk..., Strategic Consulting, Microsoft Excel, Business Portfolio..., Internal Audit, Financial Audits, Marketing Strategy, Contract Negotiation, Legal Compliance, Legal Documents, Sales Operations, Quantitative Analytics, Business Analysis, SAS, SQL, Microsoft Office, Account Reconciliation, Finance, Financial Services, Access, Accounting, Financial Risk, Asset Management, Credit Analysis, Analysis
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance With A Minor In Economics
Merchant Cash and Capital LLC September 2011 - Present
Merchant Cash and Capital LLC December 2010 - September 2011
Morgan Stanley Smith Barney August 2010 - October 2010
Oppenheimer & Co. May 2009 - November 2009
Oppenheimer & Co. June 2008 - May 2009
UBS Wealth Management January 2007 - May 2007
Skills
Risk Management, Data Analysis, Regulatory Affairs, Suitability Analysis, Portfolio Management, Financial Analysis, Financial Reporting, Financial Accounting, Financial Risk..., Strategic Consulting, Microsoft Excel, Business Portfolio..., Internal Audit, Financial Audits, Marketing Strategy, Contract Negotiation, Legal Compliance, Legal Documents, Sales Operations, Quantitative Analytics, Business Analysis, SAS, SQL, Microsoft Office, Account Reconciliation, Finance, Financial Services, Access, Accounting, Financial Risk, Asset Management, Credit Analysis, Analysis
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance With A Minor In Economics
Chris Cavalli Chris Cavalli's Oppenheimer & Co. Experience July 2013 - March 2014
Job Global Marine Practice at Marsh
Industry Insurance
Experience
Marsh April 2014 - Present
Oppenheimer & Co. July 2013 - March 2014
Morgan Stanley April 2012 - June 2013
Willis January 2004 - January 2009
Skills
Series 7, Series 66, Registered Investment..., General Securities..., Accounting, Budgeting, Risk Management, Wealth Management, Risk, Strategic Planning, French
Education
Middlebury Institute of International Studies at Monterey 2009 — 2011
Master's Degree, Business with International Finance Specialization
University of California, Santa Barbara 1998 — 2002
Bachelors of Arts, French
Golden Gate University
Master's Degree, Accounting (Not Yet Complete)
Marsh April 2014 - Present
Oppenheimer & Co. July 2013 - March 2014
Morgan Stanley April 2012 - June 2013
Willis January 2004 - January 2009
Skills
Series 7, Series 66, Registered Investment..., General Securities..., Accounting, Budgeting, Risk Management, Wealth Management, Risk, Strategic Planning, French
Education
Middlebury Institute of International Studies at Monterey 2009 — 2011
Master's Degree, Business with International Finance Specialization
University of California, Santa Barbara 1998 — 2002
Bachelors of Arts, French
Golden Gate University
Master's Degree, Accounting (Not Yet Complete)
Jamul Jadamba Jamul Jadamba's Oppenheimer & Co. Experience 1998 - 2005
Job Principal at Steppe Stone Investments Inc.
Industry Mining & Metals
Experience
Steppe Stone Investments Inc. April 2011 - Present
Rodman & Renshaw February 2007 - March 2011
Rodman & Renshaw 2007 - 2010
Oppenheimer & Co. 1998 - 2005
Skills
Emerging Markets, Private Equity, Financial Modeling, Investments, Investor Relations, Financial Analysis, Valuation, Investment Banking, Natural Resources, IPO, Equities, Private Placements, Corporate Finance, Mergers, Capital Markets, Equity Research, Mining, Commodity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Northeastern University 1994 — 1998
BSBA, International Business
AES 1992 — 1994
Steppe Stone Investments Inc. April 2011 - Present
Rodman & Renshaw February 2007 - March 2011
Rodman & Renshaw 2007 - 2010
Oppenheimer & Co. 1998 - 2005
Skills
Emerging Markets, Private Equity, Financial Modeling, Investments, Investor Relations, Financial Analysis, Valuation, Investment Banking, Natural Resources, IPO, Equities, Private Placements, Corporate Finance, Mergers, Capital Markets, Equity Research, Mining, Commodity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Northeastern University 1994 — 1998
BSBA, International Business
AES 1992 — 1994
James Lyman James Lyman's Oppenheimer & Co. Experience February 2010 - December 2010
Job Managing Director Director of Muncipal Fixed Income Research at Neuberger Berman LLC
Industry Investment Management
Experience
Neuberger Berman LLC September 2010 - Present
Oppenheimer & Co. February 2010 - December 2010
Morgan Stanley January 2009 - February 2010
Atlantic Publishing December 2008 - December 2008
Fischer Francis Trees and Watts June 2006 - July 2008
ROBECO Investment Management - Weiss, Peck & Greer April 1995 - June 2006
Weiss, Peck & Greer 1995 - 2006
Financial Guarantee Insurance Company November 1993 - April 1995
Moody's Investors Service Inc. October 1989 - October 1993
JJ Kenny 1988 - 1989
Education
New York University 1984 — 1988
John L Miller Great Neck North HS 1980 — 1984
Neuberger Berman LLC September 2010 - Present
Oppenheimer & Co. February 2010 - December 2010
Morgan Stanley January 2009 - February 2010
Atlantic Publishing December 2008 - December 2008
Fischer Francis Trees and Watts June 2006 - July 2008
ROBECO Investment Management - Weiss, Peck & Greer April 1995 - June 2006
Weiss, Peck & Greer 1995 - 2006
Financial Guarantee Insurance Company November 1993 - April 1995
Moody's Investors Service Inc. October 1989 - October 1993
JJ Kenny 1988 - 1989
Education
New York University 1984 — 1988
John L Miller Great Neck North HS 1980 — 1984
Paul Rubacky Paul Rubacky's Oppenheimer & Co. Experience December 1980 - June 1992
Job Chief Financial Officer at Quad Capital
Industry Financial Services
Experience
Quad Capital LLC April 2011 - Present
College of Mount Saint Vincent, Riverdale, NY 2005 - Present
Currently Seeking a New Role January 2011 - March 2011
Roman Catholic Diocese of Paterson July 2008 - January 2011
CIBC World Markets March 2001 - July 2008
Bankers Trust/Deutsche Bank 1992 - 2001
Oppenheimer & Co. December 1980 - June 1992
Skills
Auditing, Finance, Internal Controls, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, SOX 404, General Ledger, Strategy, Internal Audit, Mergers, Risk Management, Restructuring, Securities, Accounting, Equities, Management, Banking, Capital Markets, Change Management, Hedge Funds, Investment Banking, Cross-functional Team..., Leadership, Tax, Financial Audits, Human Resources, Portfolio Management, Project Management
Education
New York University 1985 — 1988
Executive MBA Program
Nasson College 1976 — 1980
BA , BS, Accounting, Public Administration
Quad Capital LLC April 2011 - Present
College of Mount Saint Vincent, Riverdale, NY 2005 - Present
Currently Seeking a New Role January 2011 - March 2011
Roman Catholic Diocese of Paterson July 2008 - January 2011
CIBC World Markets March 2001 - July 2008
Bankers Trust/Deutsche Bank 1992 - 2001
Oppenheimer & Co. December 1980 - June 1992
Skills
Auditing, Finance, Internal Controls, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, SOX 404, General Ledger, Strategy, Internal Audit, Mergers, Risk Management, Restructuring, Securities, Accounting, Equities, Management, Banking, Capital Markets, Change Management, Hedge Funds, Investment Banking, Cross-functional Team..., Leadership, Tax, Financial Audits, Human Resources, Portfolio Management, Project Management
Education
New York University 1985 — 1988
Executive MBA Program
Nasson College 1976 — 1980
BA , BS, Accounting, Public Administration
Brian Schwartz Brian Schwartz's Oppenheimer & Co. Experience April 2012 - Present
Job Managing Director, Senior Equity Research Analyst at Oppenheimer & Co.
Industry Capital Markets
Experience
Oppenheimer & Co. April 2012 - Present
ThinkEquity LLC December 2010 - April 2012
Piper Jaffray April 2008 - December 2010
Montgomery & Co. November 2007 - April 2008
RBC Capital Markets May 2004 - October 2007
Wells Capital Management May 2003 - August 2003
Skills
SaaS, Business Intelligence, Data Analysis, Cloud Computing, CRM, Software, Mobile Devices, Databases, Linux, ERP, Data Management, Virtualization, Open Source, Data Integration, Operating Systems, VOD, Content Management, Middleware, Systems Management, Enterprise Social...
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance and General Management
University of Michigan 1990 — 1994
BA, Kinesiology
Oppenheimer & Co. April 2012 - Present
ThinkEquity LLC December 2010 - April 2012
Piper Jaffray April 2008 - December 2010
Montgomery & Co. November 2007 - April 2008
RBC Capital Markets May 2004 - October 2007
Wells Capital Management May 2003 - August 2003
Skills
SaaS, Business Intelligence, Data Analysis, Cloud Computing, CRM, Software, Mobile Devices, Databases, Linux, ERP, Data Management, Virtualization, Open Source, Data Integration, Operating Systems, VOD, Content Management, Middleware, Systems Management, Enterprise Social...
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance and General Management
University of Michigan 1990 — 1994
BA, Kinesiology
Joseph Passalacqua Joseph Passalacqua's Oppenheimer & Co. Experience 1998 - 1999
Job Network Engineer @ ICLOUDSYSTEMS.NET
Industry Information Technology and Services
Experience
I Cloud Systems August 2011 - Present
ITT Technical Institute September 2010 - Present
Universal Technical Institute July 2003 - July 2011
CIBC Oppenheimer July 1994 - March 2000
CIBC World Markets 1998 - 2000
Oppenheimer & Co. 1998 - 1999
Skills
Networking, Windows, Technical Support, IT Management, Cloud Computing, XP, Software Project..., Network Security, Active Directory, Program Management, Business Analysis, Disaster Recovery, VMware
Education
University of Phoenix 2003 — 2007
BS-BIS, Business Information Systems
New York University 1999 — 2000
None, Film Making
Lon Morris College 1983 — 1985
None, Communications / Theater Arts
I Cloud Systems August 2011 - Present
ITT Technical Institute September 2010 - Present
Universal Technical Institute July 2003 - July 2011
CIBC Oppenheimer July 1994 - March 2000
CIBC World Markets 1998 - 2000
Oppenheimer & Co. 1998 - 1999
Skills
Networking, Windows, Technical Support, IT Management, Cloud Computing, XP, Software Project..., Network Security, Active Directory, Program Management, Business Analysis, Disaster Recovery, VMware
Education
University of Phoenix 2003 — 2007
BS-BIS, Business Information Systems
New York University 1999 — 2000
None, Film Making
Lon Morris College 1983 — 1985
None, Communications / Theater Arts
Matthew Fiorentino Matthew Fiorentino's Oppenheimer & Co. Experience January 1992 - June 2000
Job Business Developer/Externship Coordinator/Advisor ASA College Business, Allied Health & Computer Technology
Industry Higher Education
Experience
ASA College October 2011 - Present
Oppenheimer & Co. January 1992 - June 2000
Skills
Account Management, Marketing Communications, Corporate Communications, Communications Strategy, Capital Markets, E-commerce, Financial Analysis, Hiring, Knowledge Management, Leadership Development, Contract Negotiation, Recruiting, Strategic Communications, Resume Writing, Talent Acquisition, College Recruiting, Interviews, Career Counseling, Public Speaking, Human Resources, Team Building, Management, Event Planning, Sales, Marketing, Relationship Management, Organizational..., Cold Calling, Building Relationships, Community Outreach, Sourcing, Employee Relations, Policy, Temporary Placement, Networking, Training, Leadership, Social Networking, Onboarding, Employee Training, Technical Recruiting, Job Search Strategies, Career Development, Interview Preparation, Applicant Tracking..., Job Fairs, Coaching, Staff Development, Business Networking, Executive Search
Education
Pace University
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
ASA College October 2011 - Present
Oppenheimer & Co. January 1992 - June 2000
Skills
Account Management, Marketing Communications, Corporate Communications, Communications Strategy, Capital Markets, E-commerce, Financial Analysis, Hiring, Knowledge Management, Leadership Development, Contract Negotiation, Recruiting, Strategic Communications, Resume Writing, Talent Acquisition, College Recruiting, Interviews, Career Counseling, Public Speaking, Human Resources, Team Building, Management, Event Planning, Sales, Marketing, Relationship Management, Organizational..., Cold Calling, Building Relationships, Community Outreach, Sourcing, Employee Relations, Policy, Temporary Placement, Networking, Training, Leadership, Social Networking, Onboarding, Employee Training, Technical Recruiting, Job Search Strategies, Career Development, Interview Preparation, Applicant Tracking..., Job Fairs, Coaching, Staff Development, Business Networking, Executive Search
Education
Pace University
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Yachtz Radcliff Yachtz Radcliff's Oppenheimer & Co. Experience October 2005 - March 2006
Job Entrepreneur, Investor, Lover of the Arts and Tech
Industry Internet
Experience
Patron January 2014 - Present
Radcliff Capital llc March 2009 - Present
The Global Action Foundation--Non Profit 501(c)(3) June 2006 - Present
Maxim Group March 2006 - March 2009
Oppenheimer & Co. October 2005 - March 2006
Skills
Equities, Portfolio Management, Investments, Business Strategy, Investment Management, Business Analysis, Asset Management, Solar Energy, Energy Efficiency, Energy, Strategy, Asset Managment, Wind, Finance, Renewable Energy, Alternative Energy, Alternative Fuels, Wind Energy, Geothermal, Problem Solving, Data Analysis, Fixed Income, Value Investing, Options Strategies, Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Series 7, Project Finance, Trading, Financial Modeling, Start-ups, Entrepreneurship
Education
Northwestern University 1998 — 2003
Patron January 2014 - Present
Radcliff Capital llc March 2009 - Present
The Global Action Foundation--Non Profit 501(c)(3) June 2006 - Present
Maxim Group March 2006 - March 2009
Oppenheimer & Co. October 2005 - March 2006
Skills
Equities, Portfolio Management, Investments, Business Strategy, Investment Management, Business Analysis, Asset Management, Solar Energy, Energy Efficiency, Energy, Strategy, Asset Managment, Wind, Finance, Renewable Energy, Alternative Energy, Alternative Fuels, Wind Energy, Geothermal, Problem Solving, Data Analysis, Fixed Income, Value Investing, Options Strategies, Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Series 7, Project Finance, Trading, Financial Modeling, Start-ups, Entrepreneurship
Education
Northwestern University 1998 — 2003
Sharon Mc Cormack Sharon Mc Cormack's Oppenheimer & Co. Experience August 2009 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Oppenheimer & Co. August 2009 - April 2013
Burnham Securities Inc. August 2000 - July 2009
Skills
Series 63, IRAs, Trading, Data Entry, Series 7, Bonds, Retirement, Options, Securities, Mutual Funds, Fixed Income
Education
Queens College 1997 — 1999
Bachelor of Arts (B.A.), Psychology
Nassau Community College 1994 — 1996
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Oppenheimer & Co. August 2009 - April 2013
Burnham Securities Inc. August 2000 - July 2009
Skills
Series 63, IRAs, Trading, Data Entry, Series 7, Bonds, Retirement, Options, Securities, Mutual Funds, Fixed Income
Education
Queens College 1997 — 1999
Bachelor of Arts (B.A.), Psychology
Nassau Community College 1994 — 1996
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Frederick Leduc Frederick Leduc's Oppenheimer & Co. Experience July 2013 - February 2014
Job Public Accounting Audit Practice
Industry Higher Education
Experience
Forest Akers Golf Course May 2015 - Present
Grant Thornton LLP January 2015 - March 2015
Greater Lansing Association of REALTORS® May 2014 - December 2014
Oppenheimer & Co. July 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Data Analysis, Teamwork, Public Speaking, Higher Education, Time Management, Social Media, Accounting, Leadership, Customer Service
Education
Michigan State University 2012 — 2015
Accounting and Finance
L'Anse Creuse High School North 2008 — 2012
3.9
Forest Akers Golf Course May 2015 - Present
Grant Thornton LLP January 2015 - March 2015
Greater Lansing Association of REALTORS® May 2014 - December 2014
Oppenheimer & Co. July 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Data Analysis, Teamwork, Public Speaking, Higher Education, Time Management, Social Media, Accounting, Leadership, Customer Service
Education
Michigan State University 2012 — 2015
Accounting and Finance
L'Anse Creuse High School North 2008 — 2012
3.9
Ira Bernstein Ira Bernstein's Oppenheimer & Co. Experience April 1972 - October 2012
Job retired financial advisor
Industry Financial Services
Experience
financial advisor October 2012 - Present
Oppenheimer & Co. April 1972 - October 2012
Merrill Lynch 1967 - April 1972
Skills
Alternative Investments, Investments, Estate Planning, Asset Allocation, Investment Advisory, Fixed Income, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Bloomberg, Equities
Education
NYU Stern School of Business 1971 — 1974
Masters Business Administration, Finance
Miami University 1955 — 1959
BS - Marketing, Business & Naval Science
financial advisor October 2012 - Present
Oppenheimer & Co. April 1972 - October 2012
Merrill Lynch 1967 - April 1972
Skills
Alternative Investments, Investments, Estate Planning, Asset Allocation, Investment Advisory, Fixed Income, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Bloomberg, Equities
Education
NYU Stern School of Business 1971 — 1974
Masters Business Administration, Finance
Miami University 1955 — 1959
BS - Marketing, Business & Naval Science
Bo Nam Bo Nam's Oppenheimer & Co. Experience July 2010 - May 2011
Job VC Investor in Tech / Internet
Industry Venture Capital & Private Equity
Experience
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
David Haggard CFA's Oppenheimer & Co. Experience May 2009 - June 2012
Job Senior Investment Advisor at Atlanta Capital Group
Industry Investment Banking
Experience
Atlanta Capital Group September 2015 - Present
Piedmont Energy Consortium January 2014 - September 2015
Piedmont Private Equity LLC June 2012 - February 2015
Oppenheimer & Co. May 2009 - June 2012
Stanford Group Company January 2006 - May 2009
Wachovia Wealth Management January 2001 - January 2006
Wachovia Private Banking May 1998 - December 2000
Skills
Private Equity, Tax, Banking, Capital Markets, Strategic Financial..., Finance, Retirement Planning, Funding, Investment Banking, Investment Strategies, Tax Credits, Tax Equity, Hedge Funds, Wealth Management, Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment, Portfolio Management, Financial Planning, Asset Management
Education
Millsaps College 1987 — 1989
MBA, Finance
Mississippi State University 1981 — 1985
BBA, Business Information Systems & Quantitative Analysis
Atlanta Capital Group September 2015 - Present
Piedmont Energy Consortium January 2014 - September 2015
Piedmont Private Equity LLC June 2012 - February 2015
Oppenheimer & Co. May 2009 - June 2012
Stanford Group Company January 2006 - May 2009
Wachovia Wealth Management January 2001 - January 2006
Wachovia Private Banking May 1998 - December 2000
Skills
Private Equity, Tax, Banking, Capital Markets, Strategic Financial..., Finance, Retirement Planning, Funding, Investment Banking, Investment Strategies, Tax Credits, Tax Equity, Hedge Funds, Wealth Management, Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment, Portfolio Management, Financial Planning, Asset Management
Education
Millsaps College 1987 — 1989
MBA, Finance
Mississippi State University 1981 — 1985
BBA, Business Information Systems & Quantitative Analysis
Don Onnis's Oppenheimer & Co. Experience April 2003 - December 2003
Job Investment Reporting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments August 2010 - February 2014
BNY Mellon June 2006 - July 2010
BNY Mellon December 2003 - June 2006
Oppenheimer & Co. April 2003 - December 2003
BNY Mellon January 2002 - January 2003
BNY Mellon November 1998 - January 2002
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Hedge Funds, Finance, Investment Management, Analysis, Management, Product Management, Asset Allocation, Fixed Income, Bloomberg, Equities, Securities, Asset Management, Alternative Investments, Trading, Sales
Education
Northeastern University 1997 — 2001
BSBA, Business Administration and Management, General, 3.6
Northeastern University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments March 2014 - Present
Fidelity Investments August 2010 - February 2014
BNY Mellon June 2006 - July 2010
BNY Mellon December 2003 - June 2006
Oppenheimer & Co. April 2003 - December 2003
BNY Mellon January 2002 - January 2003
BNY Mellon November 1998 - January 2002
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Hedge Funds, Finance, Investment Management, Analysis, Management, Product Management, Asset Allocation, Fixed Income, Bloomberg, Equities, Securities, Asset Management, Alternative Investments, Trading, Sales
Education
Northeastern University 1997 — 2001
BSBA, Business Administration and Management, General, 3.6
Northeastern University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Jeffrey S. Fisher Jeffrey S. Fisher's Oppenheimer & Co. Experience September 2010 - 2012
Job ConsultingRenewable Energy, Investment Management, Venture Capital
Industry Financial Services
Experience
Carbon Vision March 2012 - February 2013
Oppenheimer & Co. September 2010 - 2012
Delaware Street Capital August 2007 - January 2009
Advanced Equities April 2005 - August 2007
Bank One 1998 - 2002
Bear Stearns 1994 - 1998
Salomon Brothers 1990 - 1994
Skills
Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Mutual Funds, Investor Relations, Alternative Energy, Asset Allocation, Investment Advisory, Investments, Equities, Mergers & Acquisitions, Capital Markets, Investment Banking, Financial Structuring, Strategic Financial..., Financial Planning
Education
Middlebury College 1978 — 1982
BA, Economics
Carbon Vision March 2012 - February 2013
Oppenheimer & Co. September 2010 - 2012
Delaware Street Capital August 2007 - January 2009
Advanced Equities April 2005 - August 2007
Bank One 1998 - 2002
Bear Stearns 1994 - 1998
Salomon Brothers 1990 - 1994
Skills
Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Mutual Funds, Investor Relations, Alternative Energy, Asset Allocation, Investment Advisory, Investments, Equities, Mergers & Acquisitions, Capital Markets, Investment Banking, Financial Structuring, Strategic Financial..., Financial Planning
Education
Middlebury College 1978 — 1982
BA, Economics
Tony D'Ambrosia Tony D'Ambrosia's Oppenheimer & Co. Experience June 2011 - August 2011
Job Net Leased Properties Group
Industry Real Estate
Experience
Marcus & Millichap May 2014 - Present
N and D Sports Inc January 2005 - May 2014
Rocaton Investment Advisors September 2012 - October 2013
Two Mules Moving LLC June 2009 - October 2012
Oppenheimer & Co. June 2011 - August 2011
Baldrige Asset Management January 2011 - June 2011
The Digital Amplifier Company April 2010 - January 2011
Skills
Market Research, Research, Microsoft Office, PowerPoint, Investments, Microsoft Excel, Sales, Social Media, Bloomberg, Data Analysis, NHL, Leadership, Fixed Income
Education
Muhlenberg College 2008 — 2012
B.A., Business-Finance Double Major
Maastricht University 2010 — 2010
Bachelor of Arts, International Business
Hamden Hall Country Day School 2004 — 2008
High School
Marcus & Millichap May 2014 - Present
N and D Sports Inc January 2005 - May 2014
Rocaton Investment Advisors September 2012 - October 2013
Two Mules Moving LLC June 2009 - October 2012
Oppenheimer & Co. June 2011 - August 2011
Baldrige Asset Management January 2011 - June 2011
The Digital Amplifier Company April 2010 - January 2011
Skills
Market Research, Research, Microsoft Office, PowerPoint, Investments, Microsoft Excel, Sales, Social Media, Bloomberg, Data Analysis, NHL, Leadership, Fixed Income
Education
Muhlenberg College 2008 — 2012
B.A., Business-Finance Double Major
Maastricht University 2010 — 2010
Bachelor of Arts, International Business
Hamden Hall Country Day School 2004 — 2008
High School
Matthew Pauley Matthew Pauley's Oppenheimer & Co. Experience October 1992 - October 1994
Job Senior Vice President GE Antares at GE Capital
Industry Financial Services
Experience
GE Capital August 2014 - Present
GE Capital April 2012 - July 2014
Cantor Fitzgerald November 2009 - February 2012
Banc of America Securities June 2006 - January 2009
Bear Stearns June 1999 - June 2006
Banc of America Securities August 1997 - August 1999
Oppenheimer & Co. October 1992 - October 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Investment Banking, Debt, Capital Markets, Corporate Finance, M&A experience, Structured Finance, Loans, Finance, LBO, Mergers & Acquisitions, Management, Corporate Development, Hedge Funds, Due Diligence, Investments, Leveraged Finance, Alternative Investments, Venture Capital, Portfolio Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Middlebury College 1988 — 1992
BA, Economics
Harvard High School 1982 — 1988
GE Capital August 2014 - Present
GE Capital April 2012 - July 2014
Cantor Fitzgerald November 2009 - February 2012
Banc of America Securities June 2006 - January 2009
Bear Stearns June 1999 - June 2006
Banc of America Securities August 1997 - August 1999
Oppenheimer & Co. October 1992 - October 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Investment Banking, Debt, Capital Markets, Corporate Finance, M&A experience, Structured Finance, Loans, Finance, LBO, Mergers & Acquisitions, Management, Corporate Development, Hedge Funds, Due Diligence, Investments, Leveraged Finance, Alternative Investments, Venture Capital, Portfolio Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Middlebury College 1988 — 1992
BA, Economics
Harvard High School 1982 — 1988
Jesslyn Brown, CMP's Oppenheimer & Co. Experience May 2006 - February 2008
Job Manager, US Events Operations
Industry Events Services
Experience
Forrester Research June 2010 - Present
Umbria Prime August 2009 - June 2010
ZweigWhite February 2008 - August 2009
Oppenheimer & Co. May 2006 - February 2008
Skills
Event Planning, Event Management, Food, Meeting Planning, Corporate Events, Hotels, Logistics Management, Venue Management, Food, Events Coordination, Sponsorship, Contract Negotiation, Sales
Education
Northeastern University 2000 — 2005
Bachelor of Science, Human Services
Northeastern University School of Professional Studies
Certificate in Event & Meeting Management
Forrester Research June 2010 - Present
Umbria Prime August 2009 - June 2010
ZweigWhite February 2008 - August 2009
Oppenheimer & Co. May 2006 - February 2008
Skills
Event Planning, Event Management, Food, Meeting Planning, Corporate Events, Hotels, Logistics Management, Venue Management, Food, Events Coordination, Sponsorship, Contract Negotiation, Sales
Education
Northeastern University 2000 — 2005
Bachelor of Science, Human Services
Northeastern University School of Professional Studies
Certificate in Event & Meeting Management
Mark Mazman Mark Mazman's Oppenheimer & Co. Experience December 1992 - October 2013
Job Vice PresidentInvestments Raymond James
Industry Financial Services
Experience
Raymond James October 2013 - Present
Oppenheimer & Co. December 1992 - October 2013
Skills
Alternative Investments, Portfolio Management, Investment Advisory, Equities, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Management, Capital Markets, Strategic Financial..., Fixed Income, Separately Managed..., Investment Management, Hedge Funds, 401k, Options, Equity Trading, Structured Products, General Securities..., Investment Banking, Series 63, FINRA
Education
North Central College 1989 — 1991
Bachelor of Liberal Arts, History
Raymond James October 2013 - Present
Oppenheimer & Co. December 1992 - October 2013
Skills
Alternative Investments, Portfolio Management, Investment Advisory, Equities, Asset Management, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Management, Capital Markets, Strategic Financial..., Fixed Income, Separately Managed..., Investment Management, Hedge Funds, 401k, Options, Equity Trading, Structured Products, General Securities..., Investment Banking, Series 63, FINRA
Education
North Central College 1989 — 1991
Bachelor of Liberal Arts, History
Ralph Johnson Ralph Johnson's Oppenheimer & Co. Experience March 2008 - June 2015
Job Trade Finance Services & Client Support Engineer your trade finance partner
Industry International Trade and Development
Experience
Oppenheimer & Co. March 2008 - June 2015
Strategic Staffing Solutions January 2007 - September 2008
International Securities Exchange March 2005 - September 2007
Bank of New York Mellon January 1998 - May 2002
Bank of New York Mellon January 1999 - January 2000
Skills
Data Center, Databases, Team Building, Operating Systems, Disaster Recovery, System Administration, Microsoft Excel, Management, SharePoint, ITIL, Public Speaking, Visio, Unix, Troubleshooting, Windows, Customer Service, SQL, Access, Microsoft Office, Project Management, Vendor Management, Team Leadership, Software Documentation, Requirements Analysis, PowerPoint, Active Directory, Microsoft Word, Leadership, Windows 7, Change Management, Business Analysis, Community Outreach, Software Quality..., Employee Training, Technical Documentation, Pre-sales, Trade Finance, Organizational..., Teaching, Nonprofits, Process Improvement, Information Technology, Quality Assurance, SDLC, Smoke Testing
Education
Nyack College 2008 — 2010
B.S, Organizational Management and Leadership
Oppenheimer & Co. March 2008 - June 2015
Strategic Staffing Solutions January 2007 - September 2008
International Securities Exchange March 2005 - September 2007
Bank of New York Mellon January 1998 - May 2002
Bank of New York Mellon January 1999 - January 2000
Skills
Data Center, Databases, Team Building, Operating Systems, Disaster Recovery, System Administration, Microsoft Excel, Management, SharePoint, ITIL, Public Speaking, Visio, Unix, Troubleshooting, Windows, Customer Service, SQL, Access, Microsoft Office, Project Management, Vendor Management, Team Leadership, Software Documentation, Requirements Analysis, PowerPoint, Active Directory, Microsoft Word, Leadership, Windows 7, Change Management, Business Analysis, Community Outreach, Software Quality..., Employee Training, Technical Documentation, Pre-sales, Trade Finance, Organizational..., Teaching, Nonprofits, Process Improvement, Information Technology, Quality Assurance, SDLC, Smoke Testing
Education
Nyack College 2008 — 2010
B.S, Organizational Management and Leadership
Eric Sevillia Eric Sevillia's Oppenheimer & Co. Experience November 2007 - February 2008
Job Cross Borders Mergers & Acquisitions Advisory Latin America and Europe at Athelera
Industry Financial Services
Experience
Athelera July 2011 - Present
Financiers Without Borders October 2009 - Present
Credit Suisse April 2011 - July 2011
Anvil Advisors January 2010 - April 2011
Aleutian Capital Partners August 2008 - January 2010
Oppenheimer & Co. November 2007 - February 2008
Merrill Lynch May 2007 - August 2007
Skills
Entrepreneurship, Economics, Investment Banking, Valuation, Private Equity, Latin America, Corporate Finance, Venture Capital, Spanish, Financial Modeling, Investments, Emerging Markets, Mergers & Acquisitions, M&A experience, Analysis, Asset Management, LBO, Finance, Financial Analysis, Capital Markets, Due Diligence, Corporate Development, Business Valuation, Bloomberg, Financial Structuring, Structured Finance, DCF, Derivatives, Equity Valuation, Private Placements, Restructuring, Equities, Project Finance, M, Hedge Funds, Leveraged Finance, Alternative Investments, M&A analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science (B.S.), Economics and Finance
Miami Dade College 2004 — 2006
Associate in Arts, Economics
Athelera July 2011 - Present
Financiers Without Borders October 2009 - Present
Credit Suisse April 2011 - July 2011
Anvil Advisors January 2010 - April 2011
Aleutian Capital Partners August 2008 - January 2010
Oppenheimer & Co. November 2007 - February 2008
Merrill Lynch May 2007 - August 2007
Skills
Entrepreneurship, Economics, Investment Banking, Valuation, Private Equity, Latin America, Corporate Finance, Venture Capital, Spanish, Financial Modeling, Investments, Emerging Markets, Mergers & Acquisitions, M&A experience, Analysis, Asset Management, LBO, Finance, Financial Analysis, Capital Markets, Due Diligence, Corporate Development, Business Valuation, Bloomberg, Financial Structuring, Structured Finance, DCF, Derivatives, Equity Valuation, Private Placements, Restructuring, Equities, Project Finance, M, Hedge Funds, Leveraged Finance, Alternative Investments, M&A analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science (B.S.), Economics and Finance
Miami Dade College 2004 — 2006
Associate in Arts, Economics
Tatiana Martin-Fenouillet Tatiana Martin-Fenouillet's Oppenheimer & Co. Experience May 2006 - August 2006
Job Credit Analyst Leveraged Finance
Industry Capital Markets
Experience
BMO Capital Markets July 2010 - Present
BMO Capital Markets July 2007 - June 2010
Oppenheimer & Co. May 2006 - August 2006
Edward Jones March 2006 - May 2006
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Economics, Credit, Capital Markets, Valuation, Corporate Finance, Bloomberg, Finance, Credit Analysis, Research, Desk Analyst, High Yield Bonds, Leveraged Loans
Education
New York University 2011 — 2011
Whittier College 2003 — 2007
Bachelor of Arts, Economics, 3.86
BMO Capital Markets July 2010 - Present
BMO Capital Markets July 2007 - June 2010
Oppenheimer & Co. May 2006 - August 2006
Edward Jones March 2006 - May 2006
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Economics, Credit, Capital Markets, Valuation, Corporate Finance, Bloomberg, Finance, Credit Analysis, Research, Desk Analyst, High Yield Bonds, Leveraged Loans
Education
New York University 2011 — 2011
Whittier College 2003 — 2007
Bachelor of Arts, Economics, 3.86
Brett Merriman's Oppenheimer & Co. Experience January 2014 - June 2014
Job Player Personnel Intern at Denver Broncos Football Club
Industry Sports
Experience
Denver Broncos Football Club June 2014 - January 2015
Oppenheimer & Co. January 2014 - June 2014
Saratoga Eagle Sales & Service June 2012 - June 2014
Skills
Football, Baseball, Beverage Industry, Entrepreneurship, Merchandising, Social Media, Geography, Microsoft Excel, Bloomberg Terminal, Scouting, Business Development, Ice Hockey, Computer Proficiency, Team Building, AutoCAD, Sales, Investments, Customer Service
Education
Northeastern University 2012 — 2016
Bachelor of Business Administration (BBA), Entrepreneurship and Finance
Denver Broncos Football Club June 2014 - January 2015
Oppenheimer & Co. January 2014 - June 2014
Saratoga Eagle Sales & Service June 2012 - June 2014
Skills
Football, Baseball, Beverage Industry, Entrepreneurship, Merchandising, Social Media, Geography, Microsoft Excel, Bloomberg Terminal, Scouting, Business Development, Ice Hockey, Computer Proficiency, Team Building, AutoCAD, Sales, Investments, Customer Service
Education
Northeastern University 2012 — 2016
Bachelor of Business Administration (BBA), Entrepreneurship and Finance
Jack Lamoreaux's Oppenheimer & Co. Experience February 2011 - January 2013
Job Investments
Industry Investment Management
Experience
TS Capital, LLC January 2013 - July 2015
Oppenheimer & Co. February 2011 - January 2013
Webster Bank April 2010 - February 2011
Liberty Federal Savings Bank April 2008 - December 2009
Yukon National Bank May 2009 - August 2009
Skills
Series 7, Series 66, Bloomberg Terminal, Morningstar, Microsoft Office, Banking, Asset Management, Uniform Combined State..., Fixed Income, Investments, Sales, Portfolio Management, Management, Finance, Customer Service, Financial Analysis, Marketing, Equities, Series 63
Education
Oklahoma State University 2006 — 2009
Bachelors, Finance
TS Capital, LLC January 2013 - July 2015
Oppenheimer & Co. February 2011 - January 2013
Webster Bank April 2010 - February 2011
Liberty Federal Savings Bank April 2008 - December 2009
Yukon National Bank May 2009 - August 2009
Skills
Series 7, Series 66, Bloomberg Terminal, Morningstar, Microsoft Office, Banking, Asset Management, Uniform Combined State..., Fixed Income, Investments, Sales, Portfolio Management, Management, Finance, Customer Service, Financial Analysis, Marketing, Equities, Series 63
Education
Oklahoma State University 2006 — 2009
Bachelors, Finance
Maddie Watkins's Oppenheimer & Co. Experience June 2013 - August 2013
Job Media Associate at Starcom MediaVest Group
Industry Marketing and Advertising
Experience
Starcom MediaVest Group October 2014 - Present
Fathom Communications June 2014 - October 2014
Bartlit Beck Herman Palenchar & Scott LLP June 2012 - June 2014
Students Consulting Non-Profit Organizations (SCNO) September 2012 - May 2014
Oppenheimer & Co. June 2013 - August 2013
LIFT Evanston October 2011 - May 2012
GIVIGIV June 2011 - July 2011
Russ Cletta Design Studio June 2011 - July 2011
Knock Knock March 2007 - July 2009
Skills
Editing, Blogging, Books, Journalism, Proofreading, Fundraising, PowerPoint, Social Media, Non-profit Consulting, Marketing, Microsoft Office, Research, Westlaw, LexisNexis, Legal Research, Advertising, Marketing Communications, Organizational Behavior, Budget Process, Briefing, Public Speaking, Microsoft Excel, Social Media Marketing
Education
Northwestern University 2010 — 2014
Psychology (major), Legal Studies (minor), French (minor)
Université Paris-Sorbonne 2012 — 2012
Starcom MediaVest Group October 2014 - Present
Fathom Communications June 2014 - October 2014
Bartlit Beck Herman Palenchar & Scott LLP June 2012 - June 2014
Students Consulting Non-Profit Organizations (SCNO) September 2012 - May 2014
Oppenheimer & Co. June 2013 - August 2013
LIFT Evanston October 2011 - May 2012
GIVIGIV June 2011 - July 2011
Russ Cletta Design Studio June 2011 - July 2011
Knock Knock March 2007 - July 2009
Skills
Editing, Blogging, Books, Journalism, Proofreading, Fundraising, PowerPoint, Social Media, Non-profit Consulting, Marketing, Microsoft Office, Research, Westlaw, LexisNexis, Legal Research, Advertising, Marketing Communications, Organizational Behavior, Budget Process, Briefing, Public Speaking, Microsoft Excel, Social Media Marketing
Education
Northwestern University 2010 — 2014
Psychology (major), Legal Studies (minor), French (minor)
Université Paris-Sorbonne 2012 — 2012
David Van Zile's Oppenheimer & Co. Experience July 1987 - April 2010
Job Partner at Seattle Asset Management seattleasset.com
Industry Investment Management
Experience
Seattle Asset Management August 2013 - Present
Van Zile Investments April 2010 - July 2013
Oppenheimer & Co. July 1987 - April 2010
Merrill Lynch 1983 - 1987
Skills
Equities, Hedge Funds, Capital Markets, Investments, Alternative Investments, Equity Research, Series 7, Valuation, Investment Banking, Portfolio Management, Asset Management, Securities, Financial Modeling, Bloomberg, Fixed Income, Investment Advisory, Wealth Management..., Asset Allocation, Wealth Management
Education
Seattle University 1981 — 1983
MBA, Finance
Oregon State University 1973 — 1977
BS, Business, Engineering
Jesuit High School, Portland, OR 1969 — 1973
Seattle Asset Management August 2013 - Present
Van Zile Investments April 2010 - July 2013
Oppenheimer & Co. July 1987 - April 2010
Merrill Lynch 1983 - 1987
Skills
Equities, Hedge Funds, Capital Markets, Investments, Alternative Investments, Equity Research, Series 7, Valuation, Investment Banking, Portfolio Management, Asset Management, Securities, Financial Modeling, Bloomberg, Fixed Income, Investment Advisory, Wealth Management..., Asset Allocation, Wealth Management
Education
Seattle University 1981 — 1983
MBA, Finance
Oregon State University 1973 — 1977
BS, Business, Engineering
Jesuit High School, Portland, OR 1969 — 1973
Ethan Stadtmauer's Oppenheimer & Co. Experience July 2010 - August 2010
Job Summer Analyst at Houlihan Lokey
Industry Banking
Experience
New Jersey Federal Public Defender's Office June 2014 - August 2014
Clal-US Inc. September 2013 - December 2013
Bernstein Liebhard LLP June 2013 - July 2013
OFEK Consulting Group January 2013 - May 2013
Oppenheimer & Co. July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Start-ups, Creativity, PowerPoint, Leadership, Market Research, Investments
Education
New York University 2012 — 2016
Bachelor's degree, Economics
Rae Kushner Yeshiva High School 2007 — 2011
New Jersey Federal Public Defender's Office June 2014 - August 2014
Clal-US Inc. September 2013 - December 2013
Bernstein Liebhard LLP June 2013 - July 2013
OFEK Consulting Group January 2013 - May 2013
Oppenheimer & Co. July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Start-ups, Creativity, PowerPoint, Leadership, Market Research, Investments
Education
New York University 2012 — 2016
Bachelor's degree, Economics
Rae Kushner Yeshiva High School 2007 — 2011
Rich Lancia Rich Lancia's Oppenheimer & Co. Experience May 2009 - April 2012
Job Human Resources at HMP Communications, LLC
Industry Publishing
Experience
HMP Communications, LLC January 2013 - Present
Oppenheimer & Co. May 2009 - April 2012
Creative Financial Group of NJ February 2008 - May 2009
RBC Capital Markets December 2005 - September 2007
HSBC Securities September 1987 - May 2005
Skills
Sales, Data Analysis, Microsoft Office, Market Research, Business Development, Human Resources, Salesforce.com, Insurance, Finance, Marketing, Talent Acquisition, Relationship Management, Financial Services, Team Management, Banking, Financial Markets, Trading, Fixed Income, Strategy, Business Strategy, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Investments, Strategic Financial..., Risk Management, Management, New Business Development, Strategic Planning, Leadership, Analysis, Team Building, Small Business, Start-ups, Coaching
Education
Seton Hall University
Middlesex County College
HMP Communications, LLC January 2013 - Present
Oppenheimer & Co. May 2009 - April 2012
Creative Financial Group of NJ February 2008 - May 2009
RBC Capital Markets December 2005 - September 2007
HSBC Securities September 1987 - May 2005
Skills
Sales, Data Analysis, Microsoft Office, Market Research, Business Development, Human Resources, Salesforce.com, Insurance, Finance, Marketing, Talent Acquisition, Relationship Management, Financial Services, Team Management, Banking, Financial Markets, Trading, Fixed Income, Strategy, Business Strategy, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Investments, Strategic Financial..., Risk Management, Management, New Business Development, Strategic Planning, Leadership, Analysis, Team Building, Small Business, Start-ups, Coaching
Education
Seton Hall University
Middlesex County College
Casey Joyce Casey Joyce's Oppenheimer & Co. Experience June 2007 - October 2008
Job
Industry Financial Services
Experience
WJB Capital Group, Inc. October 2008 - February 2009
Oppenheimer & Co. June 2007 - October 2008
Skills
Equity Trading, Series 7, Equities, Series 63, Options, FINRA, Trading, Securities, Hedge Funds, Bloomberg, Electronic Trading, Investments, Alternative Investments, Equity Research, Trading Systems
Education
Muhlenberg College 2003 — 2007
B.S., Neuroscience/Premed
Wayne Hills H.S 1999 — 2003
WJB Capital Group, Inc. October 2008 - February 2009
Oppenheimer & Co. June 2007 - October 2008
Skills
Equity Trading, Series 7, Equities, Series 63, Options, FINRA, Trading, Securities, Hedge Funds, Bloomberg, Electronic Trading, Investments, Alternative Investments, Equity Research, Trading Systems
Education
Muhlenberg College 2003 — 2007
B.S., Neuroscience/Premed
Wayne Hills H.S 1999 — 2003
Brandon Folse Brandon Folse's Oppenheimer & Co. Experience June 2011 - August 2011
Job Desk Attendant of Residence life at Ramapo College of New Jersey
Industry Accounting
Experience
Ramapo College of New Jersey August 2011 - Present
Oppenheimer & Co. June 2011 - August 2011
Education
Ramapo College of New Jersey 2010 — 2012
Bachelor, Accounting
Ocean County College 2008 — 2010
Associate, General Studies - Business
Ramapo College of New Jersey August 2011 - Present
Oppenheimer & Co. June 2011 - August 2011
Education
Ramapo College of New Jersey 2010 — 2012
Bachelor, Accounting
Ocean County College 2008 — 2010
Associate, General Studies - Business
Adam Doren Adam Doren's Oppenheimer & Co. Experience August 2009 - June 2011
Job Commodities Middle Office (consultant) at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2015 - Present
Arab Banking Corporation October 2014 - January 2015
Morgan Stanley December 2013 - October 2014
Morgan Stanley June 2011 - December 2013
Oppenheimer & Co. August 2009 - June 2011
Smith Barney September 2008 - January 2009
AXA Advisors January 2008 - May 2008
National Securities June 2007 - September 2007
Skills
Fixed Income, Financial Analysis, Investments, Finance, Equities, Analysis, Portfolio Management, Banking, Bloomberg, Economics, Hedge Funds, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance, Economics
Holmdel High School 2000 — 2004
Goldman Sachs May 2015 - Present
Arab Banking Corporation October 2014 - January 2015
Morgan Stanley December 2013 - October 2014
Morgan Stanley June 2011 - December 2013
Oppenheimer & Co. August 2009 - June 2011
Smith Barney September 2008 - January 2009
AXA Advisors January 2008 - May 2008
National Securities June 2007 - September 2007
Skills
Fixed Income, Financial Analysis, Investments, Finance, Equities, Analysis, Portfolio Management, Banking, Bloomberg, Economics, Hedge Funds, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance, Economics
Holmdel High School 2000 — 2004
L.P. Carhartt L.P. Carhartt's Oppenheimer & Co. Experience 1979 - 1981
Job ETF and Index Constituent Data
Industry Financial Services
Experience
MasterDATA January 2000 - Present
MasterDATA Breadth Data January 2000 - Present
MasterETFDATA 2000 - Present
L.P. Carhartt & Co 1985 - 2000
Becker Parabas 1981 - 1984
Oppenheimer & Co. 1979 - 1981
E.F. Hutton 1975 - 1979
Union Bank March 1972 - May 1975
Skills
Investments, Trading, Commodity, Equities, Options, Capital Markets, Electronic Trading, FX Options, Alternative Investments, ETFs, Hedge Funds, Financial Markets, Derivatives, Risk Management, Portfolio Management, Trading Systems, Fixed Income, Asset Managment, Trading Strategies, Investment Strategies, Securities, Investment Banking, Emerging Markets, FX trading, Wealth Management, Hedging, Investment Advisory, Bonds, Technical Analysis, Proprietary Trading, Commodity Markets, Equity Derivatives, Foreign Exchange, Equity Trading, Funding, Fund Of Funds, Structured Products, Stocks, Currency, Quantitative Finance, Asset Allocation, Asset Management, Bloomberg, Equity Research, Market Risk, Investment Management, Financial Risk, Financial Structuring, Valuation, Mutual Funds
Education
Ohio University 1967 — 1971
BBA, Management & Organizational Behavior
MasterDATA January 2000 - Present
MasterDATA Breadth Data January 2000 - Present
MasterETFDATA 2000 - Present
L.P. Carhartt & Co 1985 - 2000
Becker Parabas 1981 - 1984
Oppenheimer & Co. 1979 - 1981
E.F. Hutton 1975 - 1979
Union Bank March 1972 - May 1975
Skills
Investments, Trading, Commodity, Equities, Options, Capital Markets, Electronic Trading, FX Options, Alternative Investments, ETFs, Hedge Funds, Financial Markets, Derivatives, Risk Management, Portfolio Management, Trading Systems, Fixed Income, Asset Managment, Trading Strategies, Investment Strategies, Securities, Investment Banking, Emerging Markets, FX trading, Wealth Management, Hedging, Investment Advisory, Bonds, Technical Analysis, Proprietary Trading, Commodity Markets, Equity Derivatives, Foreign Exchange, Equity Trading, Funding, Fund Of Funds, Structured Products, Stocks, Currency, Quantitative Finance, Asset Allocation, Asset Management, Bloomberg, Equity Research, Market Risk, Investment Management, Financial Risk, Financial Structuring, Valuation, Mutual Funds
Education
Ohio University 1967 — 1971
BBA, Management & Organizational Behavior
Eleonora Grinshteyn Eleonora Grinshteyn's Oppenheimer & Co. Experience May 2008 - August 2008
Job Associate at Scarinci Hollenbeck, LLC
Industry Law Practice
Experience
Scarinci Hollenbeck, LLC 2011 - Present
Alonso, Andalkar, Toro, Facher & Mac Avoy P.C. March 2010 - September 2011
Law Offices of Dan Brecher (n/k/a Scarinci & Hollenbeck, LLC) August 2008 - March 2010
Oppenheimer & Co. May 2008 - August 2008
Skills
Commercial Litigation, Securities Regulation, Legal Research, Intellectual Property, Legal Writing, Securities, Civil Litigation, Licensing, Arbitration, Corporate Law, Litigation, Mergers
Education
Fordham University School of Law 2006 — 2009
J.D.
New York University 2002 — 2006
Bachelor of Arts (B.A.), Economics, Sociology, Russian & Slavic Studies
Scarinci Hollenbeck, LLC 2011 - Present
Alonso, Andalkar, Toro, Facher & Mac Avoy P.C. March 2010 - September 2011
Law Offices of Dan Brecher (n/k/a Scarinci & Hollenbeck, LLC) August 2008 - March 2010
Oppenheimer & Co. May 2008 - August 2008
Skills
Commercial Litigation, Securities Regulation, Legal Research, Intellectual Property, Legal Writing, Securities, Civil Litigation, Licensing, Arbitration, Corporate Law, Litigation, Mergers
Education
Fordham University School of Law 2006 — 2009
J.D.
New York University 2002 — 2006
Bachelor of Arts (B.A.), Economics, Sociology, Russian & Slavic Studies
Greg Baracy Jr. Greg Baracy Jr.'s Oppenheimer & Co. Experience May 2005 - August 2006
Job Director, U.S. Public Finance, Business Relationship & Management at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings April 2013 - Present
The Agbay Group, A Wealth Advisory Company May 2012 - November 2012
Leonard Capital Markets August 2011 - July 2012
Stifel Nicolaus July 2008 - August 2011
A.G. Edwards & Sons, Inc. September 2006 - July 2008
Oppenheimer & Co. May 2005 - August 2006
Skills
Investment Banking, Investments, Finance, Financial Analysis, Municipal Bonds, Series 7, Fixed Income, Public Finance, Strategic Planning, Banking, Series 63, Microsoft Excel, New Business Development, Bloomberg, Microsoft Office, Mutual Funds, Capital Markets, Portfolio Management, Securities, TM3, DBC Finance, EMMA, SDC Platinum, Debt Service Analysis, Business Relationship..., Debt Structuring, Credit Rating, Adobe Acrobat, Outlook, Microsoft Word, PowerPoint, Investment Strategies, Stocks, ETFs, Salesforce.com, Sales, Public Speaking
Education
Michigan State University 2001 — 2005
Bachelors, Economics and Applied Policies
Fitch Ratings April 2013 - Present
The Agbay Group, A Wealth Advisory Company May 2012 - November 2012
Leonard Capital Markets August 2011 - July 2012
Stifel Nicolaus July 2008 - August 2011
A.G. Edwards & Sons, Inc. September 2006 - July 2008
Oppenheimer & Co. May 2005 - August 2006
Skills
Investment Banking, Investments, Finance, Financial Analysis, Municipal Bonds, Series 7, Fixed Income, Public Finance, Strategic Planning, Banking, Series 63, Microsoft Excel, New Business Development, Bloomberg, Microsoft Office, Mutual Funds, Capital Markets, Portfolio Management, Securities, TM3, DBC Finance, EMMA, SDC Platinum, Debt Service Analysis, Business Relationship..., Debt Structuring, Credit Rating, Adobe Acrobat, Outlook, Microsoft Word, PowerPoint, Investment Strategies, Stocks, ETFs, Salesforce.com, Sales, Public Speaking
Education
Michigan State University 2001 — 2005
Bachelors, Economics and Applied Policies
Bruce Barnhart Bruce Barnhart's Oppenheimer & Co. Experience 2011 - Present
Job Executive DirectorInvestments
Industry Financial Services
Experience
Oppenheimer & Co. 2011 - Present
KSDK-TV NewsChannel 5 January 1989 - June 2003
Education
Northwestern University 1978 — 1982
B.S. Communication Studies, MSJ Broadcast Journalism
Oppenheimer & Co. 2011 - Present
KSDK-TV NewsChannel 5 January 1989 - June 2003
Education
Northwestern University 1978 — 1982
B.S. Communication Studies, MSJ Broadcast Journalism
Joseph D. Wieske, CFA Joseph D. Wieske, CFA's Oppenheimer & Co. Experience August 2008 - May 2009
Job Vice President at Incapital
Industry Financial Services
Experience
Incapital November 2013 - Present
The PrinceRidge Group November 2012 - October 2013
Rafferty Capital Markets, LLC/Sandgrain Securities Inc. May 2009 - November 2012
Oppenheimer & Co. August 2008 - May 2009
vFinance/Sterling Financial August 2004 - July 2008
Oppenheimer & Co. 1997 - 2004
LOP Capital Markets/Lehwald, Orosey & Pepe, Inc. September 1991 - November 1997
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Fixed Income, Corporate Bonds, MBS, Government Agencies, Technical Analysis, Fundamental Analysis, US Treasuries, TBAs: Secondary..., Electronic Trading, ABS, Corporates, Structured Products, Funding, Proprietary Trading, High Yield, Mortgage Lending, Bloomberg Terminal, Finance, Trading Systems, Rates, Financial Services, Money Market, Market Data, Management, Corporate Finance
Education
Michigan State University
Bachelor of Arts (B.A.), Business: Finance & Economics
Incapital November 2013 - Present
The PrinceRidge Group November 2012 - October 2013
Rafferty Capital Markets, LLC/Sandgrain Securities Inc. May 2009 - November 2012
Oppenheimer & Co. August 2008 - May 2009
vFinance/Sterling Financial August 2004 - July 2008
Oppenheimer & Co. 1997 - 2004
LOP Capital Markets/Lehwald, Orosey & Pepe, Inc. September 1991 - November 1997
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Fixed Income, Corporate Bonds, MBS, Government Agencies, Technical Analysis, Fundamental Analysis, US Treasuries, TBAs: Secondary..., Electronic Trading, ABS, Corporates, Structured Products, Funding, Proprietary Trading, High Yield, Mortgage Lending, Bloomberg Terminal, Finance, Trading Systems, Rates, Financial Services, Money Market, Market Data, Management, Corporate Finance
Education
Michigan State University
Bachelor of Arts (B.A.), Business: Finance & Economics
Rick Simler Rick Simler's Oppenheimer & Co. Experience March 1983 - February 1995
Job account exec at Lenertz
Industry Packaging and Containers
Experience
Lenertz Industrial Supply December 2002 - Present
Oppenheimer & Co. March 1983 - February 1995
Skills
Customer Service, Strategic Planning, Packaging, New Business Development, Sales Management, Start-ups, Account Management, Purchasing, Corrugated, Sales Operations, Supply Chain Management, Retail Packaging, Sales Process, Selling, Product Development, Business Development, Sales, Marketing Strategy, Solution Selling, Inventory Management
Education
Northern Illinois University 1977 — 1981
BS, Finance / Economics
Lenertz Industrial Supply December 2002 - Present
Oppenheimer & Co. March 1983 - February 1995
Skills
Customer Service, Strategic Planning, Packaging, New Business Development, Sales Management, Start-ups, Account Management, Purchasing, Corrugated, Sales Operations, Supply Chain Management, Retail Packaging, Sales Process, Selling, Product Development, Business Development, Sales, Marketing Strategy, Solution Selling, Inventory Management
Education
Northern Illinois University 1977 — 1981
BS, Finance / Economics
Lee Sheskier Lee Sheskier's Oppenheimer & Co. Experience March 2011 - November 2014
Job Municipal Bond Trading at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher June 2015 - Present
Sentinel Brokers Company December 2014 - June 2015
Oppenheimer & Co. March 2011 - November 2014
Sentinel Brokers Company May 2010 - March 2011
Skills
Municipal Bonds, Capital Markets, Trading, Finance, series 7, series 63, Bloomberg, Microsoft Excel, Securities, Fixed Income, Options, Series 63, Series 7, Financial Modeling
Education
University of Maryland College Park 2006 — 2008
Bachelor of Arts (B.A.), History
Nassau Community College 2004 — 2006
Gerstein Fisher June 2015 - Present
Sentinel Brokers Company December 2014 - June 2015
Oppenheimer & Co. March 2011 - November 2014
Sentinel Brokers Company May 2010 - March 2011
Skills
Municipal Bonds, Capital Markets, Trading, Finance, series 7, series 63, Bloomberg, Microsoft Excel, Securities, Fixed Income, Options, Series 63, Series 7, Financial Modeling
Education
University of Maryland College Park 2006 — 2008
Bachelor of Arts (B.A.), History
Nassau Community College 2004 — 2006
Bhargav Shivarthy Bhargav Shivarthy's Oppenheimer & Co. Experience May 2005 - May 2008
Job Director Business Development & Sales
Industry Investment Management
Experience
Covestor June 2009 - July 2015
Anantha Energy June 2008 - May 2009
Oppenheimer & Co. May 2005 - May 2008
Skills
Investments, Start-ups, Portfolio Management, Relationship Management, Sales Process, Venture Capital, Trading, Financial Services
Education
New York University 2001 — 2005
Bachelor's Degree, Economics
Center For Learning 1990 — 2001
High School, A - Level: Economics, Biology & Mathematics
Covestor June 2009 - July 2015
Anantha Energy June 2008 - May 2009
Oppenheimer & Co. May 2005 - May 2008
Skills
Investments, Start-ups, Portfolio Management, Relationship Management, Sales Process, Venture Capital, Trading, Financial Services
Education
New York University 2001 — 2005
Bachelor's Degree, Economics
Center For Learning 1990 — 2001
High School, A - Level: Economics, Biology & Mathematics
Michael McAllister Michael McAllister's Oppenheimer & Co. Experience 1997 - 2003
Job Director at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities February 2013 - Present
Signal Investment Research August 2012 - February 2013
Sterne Agee June 2010 - January 2012
Mitsubishi UFJ Trust 2005 - October 2009
Jemmco Capital 2003 - 2004
Oppenheimer & Co. 1997 - 2003
bear woodworks 1995 - 1997
Skills
Equities, Hedge Funds, Portfolio Management, Industry Analysis, Funding, Competitive Analysis, Oil/Gas, Oil Analysis, Natural Resources, Quantitative Analytics, Financial Analysis, Financial Accounting, Finance, Upstream, Alternative Investments, Capital Markets, Equity Research, Investments, Asset Managment, Fixed Income, Trading, Financial Modeling, Valuation, Securities, Due Diligence
Education
New York University 1990 — 1994
Bachelor of Arts (B.A.), International Relations
Friends Seminary
New York University
Mitsubishi UFJ Securities February 2013 - Present
Signal Investment Research August 2012 - February 2013
Sterne Agee June 2010 - January 2012
Mitsubishi UFJ Trust 2005 - October 2009
Jemmco Capital 2003 - 2004
Oppenheimer & Co. 1997 - 2003
bear woodworks 1995 - 1997
Skills
Equities, Hedge Funds, Portfolio Management, Industry Analysis, Funding, Competitive Analysis, Oil/Gas, Oil Analysis, Natural Resources, Quantitative Analytics, Financial Analysis, Financial Accounting, Finance, Upstream, Alternative Investments, Capital Markets, Equity Research, Investments, Asset Managment, Fixed Income, Trading, Financial Modeling, Valuation, Securities, Due Diligence
Education
New York University 1990 — 1994
Bachelor of Arts (B.A.), International Relations
Friends Seminary
New York University
Reem Al-Omari's Oppenheimer & Co. Experience July 2002 - December 2003
Job Office Manager at Tracy's
Industry Writing and Editing
Experience
Tracy's May 2014 - Present
Compose Journal January 2013 - Present
Independent September 2012 - Present
All Mesopotamia October 2011 - Present
Progenitor Art & Literary Magazine January 2009 - May 2009
Arapahoe Free Press August 2008 - May 2009
Clear Channel Colorado September 2005 - January 2006
Cendant January 2003 - March 2004
Oppenheimer & Co. July 2002 - December 2003
Associated Management Alliance, Inc. May 2001 - February 2002
Skills
Editing, Proofreading, Editorial, Publishing, Copy Editing, Microsoft Word, Creative Writing, Newsletters, Publications, Microsoft Excel, Journalism, Magazines, PowerPoint, Non-fiction, Newspapers, SEO
Education
Metropolitan State University of Denver 1996 — 2001
BA, Journalism, History
Tracy's May 2014 - Present
Compose Journal January 2013 - Present
Independent September 2012 - Present
All Mesopotamia October 2011 - Present
Progenitor Art & Literary Magazine January 2009 - May 2009
Arapahoe Free Press August 2008 - May 2009
Clear Channel Colorado September 2005 - January 2006
Cendant January 2003 - March 2004
Oppenheimer & Co. July 2002 - December 2003
Associated Management Alliance, Inc. May 2001 - February 2002
Skills
Editing, Proofreading, Editorial, Publishing, Copy Editing, Microsoft Word, Creative Writing, Newsletters, Publications, Microsoft Excel, Journalism, Magazines, PowerPoint, Non-fiction, Newspapers, SEO
Education
Metropolitan State University of Denver 1996 — 2001
BA, Journalism, History
Aashish Shukla's Oppenheimer & Co. Experience January 2004 - April 2004
Job Manager of Financial Planning and Analysis at Factual Inc
Industry Investment Banking
Experience
Factual Inc June 2014 - Present
Synergis Education, Inc. January 2014 - April 2014
Park on the Fly September 2011 - December 2013
Deloitte Financial Advisory Services September 2007 - October 2011
The Baeza Group August 2004 - April 2006
Oppenheimer & Co. January 2004 - April 2004
Strasbourger Pearson Tulcin Wolff September 2003 - December 2003
Skills
Financial Modeling, Research, Due Diligence, Investments, Valuation, Portfolio Management, Private Equity, Financial Services, Sales, Written & Oral..., Corporate Finance, Strategic Planning, Business Strategy, Business Planning, Venture Capital, Analysis, Finance
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
M.S., Finance
New York University 2000 — 2004
BA, Economics (Theory)
Factual Inc June 2014 - Present
Synergis Education, Inc. January 2014 - April 2014
Park on the Fly September 2011 - December 2013
Deloitte Financial Advisory Services September 2007 - October 2011
The Baeza Group August 2004 - April 2006
Oppenheimer & Co. January 2004 - April 2004
Strasbourger Pearson Tulcin Wolff September 2003 - December 2003
Skills
Financial Modeling, Research, Due Diligence, Investments, Valuation, Portfolio Management, Private Equity, Financial Services, Sales, Written & Oral..., Corporate Finance, Strategic Planning, Business Strategy, Business Planning, Venture Capital, Analysis, Finance
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
M.S., Finance
New York University 2000 — 2004
BA, Economics (Theory)
Joe Sheeran's Oppenheimer & Co. Experience vice president-investmentsOPPENHEIMER & CO.2006 - Present
Job Vice President Investments at OPPENHEIMER & CO.
Industry Financial Services
Experience
OPPENHEIMER & CO. vice president-investmentsOPPENHEIMER & CO.2006 - Present
Education
Michigan State University 1982 — 1986
OPPENHEIMER & CO. vice president-investmentsOPPENHEIMER & CO.2006 - Present
Education
Michigan State University 1982 — 1986
Julie Harbey's Oppenheimer & Co. Experience January 2008 - March 2008
Job Equity Capital Markets / Syndicate Manager at Needham & Company
Industry Capital Markets
Experience
Needham & Company March 2015 - Present
CIBC World Markets April 2008 - February 2015
Oppenheimer & Co. January 2008 - March 2008
CIBC World Markets Corp. September 2004 - January 2008
DJV Associates March 2001 - August 2001
Empire Corporate FCU June 2000 - June 2001
Skills
Equities, Equity Capital Markets, Series 63, Deal Execution, Series 24, Cross-border..., Capital Markets, Investment Banking, Bloomberg, Series 7
Education
New York University
BS, Economics
Needham & Company March 2015 - Present
CIBC World Markets April 2008 - February 2015
Oppenheimer & Co. January 2008 - March 2008
CIBC World Markets Corp. September 2004 - January 2008
DJV Associates March 2001 - August 2001
Empire Corporate FCU June 2000 - June 2001
Skills
Equities, Equity Capital Markets, Series 63, Deal Execution, Series 24, Cross-border..., Capital Markets, Investment Banking, Bloomberg, Series 7
Education
New York University
BS, Economics
Daniel Rosenblum's Oppenheimer & Co. Experience February 2007 - Present
Job Financial at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. February 2007 - Present
Education
Pace University 1994 — 1997
Oppenheimer & Co. February 2007 - Present
Education
Pace University 1994 — 1997
Vlad Metelkin's Oppenheimer & Co. Experience September 2004 - May 2007
Job Lead Programmer Analyst
Industry Computer Software
Experience
Icahn School of Medicine at Mount Sinai February 2008 - Present
The Frayman Group March 2007 - February 2008
Oppenheimer & Co. September 2004 - May 2007
Hummingbird 2002 - 2004
Skills
SQL, Databases, Database Design, XML, Microsoft SQL Server, Software Development, C#, SSIS, .NET, 21 CFR Part 11, Unix, LINQ, SDLC, Web Applications, Perl, JavaScript, Web Services, ASP.NET, Agile Methodologies, HTML, Visual Studio, Business Analysis, T-SQL, Software Project..., CSS, SharePoint, jQuery, AJAX, Object Oriented Design, Design Patterns, WCF, Data Modeling, XSLT, MySQL, Programming, Visio, KnockoutJS, Bootstrap, OpenXML, TFS, JSON
Education
Polytechnic University 1998 — 2001
Bachelor of Science (BS), Computer Science
Icahn School of Medicine at Mount Sinai February 2008 - Present
The Frayman Group March 2007 - February 2008
Oppenheimer & Co. September 2004 - May 2007
Hummingbird 2002 - 2004
Skills
SQL, Databases, Database Design, XML, Microsoft SQL Server, Software Development, C#, SSIS, .NET, 21 CFR Part 11, Unix, LINQ, SDLC, Web Applications, Perl, JavaScript, Web Services, ASP.NET, Agile Methodologies, HTML, Visual Studio, Business Analysis, T-SQL, Software Project..., CSS, SharePoint, jQuery, AJAX, Object Oriented Design, Design Patterns, WCF, Data Modeling, XSLT, MySQL, Programming, Visio, KnockoutJS, Bootstrap, OpenXML, TFS, JSON
Education
Polytechnic University 1998 — 2001
Bachelor of Science (BS), Computer Science
Brian MacPhail's Oppenheimer & Co. Experience 1993 - 1998
Job Principal at Hutchinson, Shockey, Erley & Co.
Industry Financial Services
Experience
Hutchinson, Shockey, Erley & Co. October 2005 - Present
Legg Mason October 1998 - October 2005
Oppenheimer & Co. 1993 - 1998
Kemper Securities 1986 - 1993
Cape Cod Bank & Trust 1982 - 1986
Skills
Series 7, Portfolio Management, Fixed Income, Trading, Municipalities, Asset Allocation, Bloomberg, Bonds, Series 63, Investments, Financial Modeling, Municipal Bonds, Asset Managment, Alternative Investments, Securities, Valuation, Capital Markets, Credit Analysis, Financial Advisory, Asset Management, Investment Banking
Education
Michigan State University 1978 — 1982
BA, Finance
Hutchinson, Shockey, Erley & Co. October 2005 - Present
Legg Mason October 1998 - October 2005
Oppenheimer & Co. 1993 - 1998
Kemper Securities 1986 - 1993
Cape Cod Bank & Trust 1982 - 1986
Skills
Series 7, Portfolio Management, Fixed Income, Trading, Municipalities, Asset Allocation, Bloomberg, Bonds, Series 63, Investments, Financial Modeling, Municipal Bonds, Asset Managment, Alternative Investments, Securities, Valuation, Capital Markets, Credit Analysis, Financial Advisory, Asset Management, Investment Banking
Education
Michigan State University 1978 — 1982
BA, Finance
William Goodman's Oppenheimer & Co. Experience June 2010 - May 2011
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2014 - Present
UBS Investment Bank May 2011 - March 2014
Oppenheimer & Co. June 2010 - May 2011
Redwood Capital Group November 2006 - June 2010
JPMorgan Chase June 2006 - October 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Leveraged Finance, M&A experience, Due Diligence, Mergers & Acquisitions, Banking, Derivatives
Education
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Northwestern University 2002 — 2006
Bachelor of Arts (BA), Philosophy
UBS Investment Bank March 2014 - Present
UBS Investment Bank May 2011 - March 2014
Oppenheimer & Co. June 2010 - May 2011
Redwood Capital Group November 2006 - June 2010
JPMorgan Chase June 2006 - October 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Leveraged Finance, M&A experience, Due Diligence, Mergers & Acquisitions, Banking, Derivatives
Education
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Northwestern University 2002 — 2006
Bachelor of Arts (BA), Philosophy
Echo He's Oppenheimer & Co. Experience 2007 - 2009
Job Senior Analyst at Maxim Group China/Asia Generalist
Industry Research
Experience
Maxim Group LLC 2009 - Present
Oppenheimer & Co. 2007 - 2009
CRT Capital Group 2005 - 2006
National Institutes of Health 2001 - 2003
Indiana University School of Medicine 1998 - 2001
Skills
Due Diligence, Capital Markets, Equity Research, Investments, Valuation
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA
Medical College of Ohio 1994 — 1998
Doctor of Philosophy (Ph.D.), Medical Sciences
Beijing University Medical School 1987 — 1993
MD
Maxim Group LLC 2009 - Present
Oppenheimer & Co. 2007 - 2009
CRT Capital Group 2005 - 2006
National Institutes of Health 2001 - 2003
Indiana University School of Medicine 1998 - 2001
Skills
Due Diligence, Capital Markets, Equity Research, Investments, Valuation
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA
Medical College of Ohio 1994 — 1998
Doctor of Philosophy (Ph.D.), Medical Sciences
Beijing University Medical School 1987 — 1993
MD
Arthur Pasternak CFP,CRPC's Oppenheimer & Co. Experience January 1988 - November 1989
Job Certified Financial Planner
Industry Financial Services
Experience
Merrill Lynch March 1995 - Present
Bear Stearns October 1994 - March 1995
Lehman Brothers November 1989 - October 1994
Oppenheimer & Co. January 1988 - November 1989
Skills
Financial Planning, Disability Insurance, Long Term Care, Investment Advisory, Investments, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Retirement, Strategic Financial..., Brokerage, Strategy, Series 7, Fixed Annuities, Employee Benefits, Estate Planning, Finance, Alternative Investments, Portfolio Management, Long-term Care, 401k, Financial Services, Mortgage Lending, Underwriting, Securities, Series 63, Residential Mortgages, Small Business, FINRA, Life Insurance, Equities, Fixed Income
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
Syracuse University
Bachelor of Science (BS), Communication and Media Studies
Merrill Lynch March 1995 - Present
Bear Stearns October 1994 - March 1995
Lehman Brothers November 1989 - October 1994
Oppenheimer & Co. January 1988 - November 1989
Skills
Financial Planning, Disability Insurance, Long Term Care, Investment Advisory, Investments, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Retirement, Strategic Financial..., Brokerage, Strategy, Series 7, Fixed Annuities, Employee Benefits, Estate Planning, Finance, Alternative Investments, Portfolio Management, Long-term Care, 401k, Financial Services, Mortgage Lending, Underwriting, Securities, Series 63, Residential Mortgages, Small Business, FINRA, Life Insurance, Equities, Fixed Income
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
Syracuse University
Bachelor of Science (BS), Communication and Media Studies
Bill Mullally's Oppenheimer & Co. Experience March 2005 - October 2008
Job Chief Marketing Officer at CNBS, LLC
Industry Financial Services
Experience
CNBS, LLC February 2014 - Present
Southport Capital June 2012 - June 2015
J.P. Morgan October 2008 - June 2012
Oppenheimer & Co. March 2005 - October 2008
Synovus September 2001 - February 2005
Bear Stearns September 1990 - September 2001
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Equities, Alternative Investments, Hedge Funds, Venture Capital, Investment Strategies, ETFs, Bonds, Valuation, Asset Allocation, Wealth Management, Private Equity, Securities, Asset Managment, Investment Advisory, Investment Banking, Capital Markets, Investment Management, Fixed Income
Education
Oglethorpe University
Bachelor of Arts (B.A.), Economics, magna cum laude
CNBS, LLC February 2014 - Present
Southport Capital June 2012 - June 2015
J.P. Morgan October 2008 - June 2012
Oppenheimer & Co. March 2005 - October 2008
Synovus September 2001 - February 2005
Bear Stearns September 1990 - September 2001
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Equities, Alternative Investments, Hedge Funds, Venture Capital, Investment Strategies, ETFs, Bonds, Valuation, Asset Allocation, Wealth Management, Private Equity, Securities, Asset Managment, Investment Advisory, Investment Banking, Capital Markets, Investment Management, Fixed Income
Education
Oglethorpe University
Bachelor of Arts (B.A.), Economics, magna cum laude
Todd Smart's Oppenheimer & Co. Experience April 2007 - April 2009
Job at Ziegler Capital Markets
Industry Investment Banking
Experience
Ziegler Capital Markets March 2011 - Present
Hunter Bradley, LLC May 2009 - March 2011
Oppenheimer & Co. April 2007 - April 2009
Ryan Beck & Co., Inc. 2005 - 2006
Legg Mason Wood Walker 2004 - 2005
Ziegler Capital Markets Group April 2000 - November 2004
Nine West Group Inc September 1996 - December 1999
Skills
Capital Markets, Finance, Financial Analysis, Fixed Income, Investment Banking
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MBA, Finance
Millikin University 1990 — 1994
Ziegler Capital Markets March 2011 - Present
Hunter Bradley, LLC May 2009 - March 2011
Oppenheimer & Co. April 2007 - April 2009
Ryan Beck & Co., Inc. 2005 - 2006
Legg Mason Wood Walker 2004 - 2005
Ziegler Capital Markets Group April 2000 - November 2004
Nine West Group Inc September 1996 - December 1999
Skills
Capital Markets, Finance, Financial Analysis, Fixed Income, Investment Banking
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MBA, Finance
Millikin University 1990 — 1994
Kurt Haras's Oppenheimer & Co. Experience December 1998 - June 2001
Job Managing Director at Quarton Partners LLC
Industry Investment Banking
Experience
Quarton Partners LLC November 2010 - Present
W. Y. Campbell & Company July 2001 - November 2010
Oppenheimer & Co. December 1998 - June 2001
PricewaterhouseCoopers July 1997 - December 1998
Coopers & Lybrand August 1996 - July 1997
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, with Distinction
Michigan State University - The Eli Broad College of Business 1992 — 1996
BA, Accounting
Utica Eisenhower High School 1989 — 1992
Quarton Partners LLC November 2010 - Present
W. Y. Campbell & Company July 2001 - November 2010
Oppenheimer & Co. December 1998 - June 2001
PricewaterhouseCoopers July 1997 - December 1998
Coopers & Lybrand August 1996 - July 1997
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, with Distinction
Michigan State University - The Eli Broad College of Business 1992 — 1996
BA, Accounting
Utica Eisenhower High School 1989 — 1992
Juan Matta's Oppenheimer & Co. Experience March 2008 - July 2008
Job Vice President at CITI
Industry Information Technology and Services
Experience
Citi December 2010 - Present
Consult-IT Corp. June 2008 - Present
API Systems, Inc. - Novartis Pharmaceuticals October 2010 - December 2010
Brookfield Properties March 2010 - September 2010
UBS December 2008 - November 2009
Citi July 2008 - December 2008
Oppenheimer & Co. March 2008 - July 2008
Eclipsys February 2000 - February 2008
Skills
Data Center, Disaster Recovery, IT Strategy, Business Intelligence, Integration, Service Delivery, Citrix, Project Management, Infrastructure, VMware, IT Management, Enterprise Architecture, Team Leadership, Vendor Management, Data Warehousing, ITIL, Microsoft SQL Server, Servers, SDLC
Education
New Jersey Institute of Technology 1993 — 1998
Citi December 2010 - Present
Consult-IT Corp. June 2008 - Present
API Systems, Inc. - Novartis Pharmaceuticals October 2010 - December 2010
Brookfield Properties March 2010 - September 2010
UBS December 2008 - November 2009
Citi July 2008 - December 2008
Oppenheimer & Co. March 2008 - July 2008
Eclipsys February 2000 - February 2008
Skills
Data Center, Disaster Recovery, IT Strategy, Business Intelligence, Integration, Service Delivery, Citrix, Project Management, Infrastructure, VMware, IT Management, Enterprise Architecture, Team Leadership, Vendor Management, Data Warehousing, ITIL, Microsoft SQL Server, Servers, SDLC
Education
New Jersey Institute of Technology 1993 — 1998
Crystal Dahlhaus's Oppenheimer & Co. Experience 2008 - November 2008
Job Mathematics Teacher at Summit High School
Industry Education Management
Experience
Summit High School August 2009 - Present
Summit High School November 2008 - Present
Oppenheimer & Co. 2008 - November 2008
CIBC World Markets 2007 - 2008
CIBC World Markets May 2006 - August 2006
Education
Montclair State University 2003 — 2007
B.S., Mathematics with a Concentration in Finance, Mathematics Education
Summit High School August 2009 - Present
Summit High School November 2008 - Present
Oppenheimer & Co. 2008 - November 2008
CIBC World Markets 2007 - 2008
CIBC World Markets May 2006 - August 2006
Education
Montclair State University 2003 — 2007
B.S., Mathematics with a Concentration in Finance, Mathematics Education
David (Dave) Peacock's Oppenheimer & Co. Experience August 2008 - Present
Job Vice President Fixed Income Trading at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. August 2008 - Present
Bear, Stearns & Co. Inc. August 2001 - October 2007
TIAA-CREF 1999 - 2001
Seligman Data Corp February 1995 - June 1999
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
Northwestern University 1989 — 1993
Bachelor of Arts, Economics, Political Science
Oppenheimer & Co. August 2008 - Present
Bear, Stearns & Co. Inc. August 2001 - October 2007
TIAA-CREF 1999 - 2001
Seligman Data Corp February 1995 - June 1999
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
Northwestern University 1989 — 1993
Bachelor of Arts, Economics, Political Science
Sean Lavin's Oppenheimer & Co. Experience November 2006 - January 2008
Job Medical Technology Analyst at BTIG
Industry Medical Devices
Experience
BTIG November 2013 - Present
Lazard Capital Markets March 2008 - October 2013
Oppenheimer & Co. November 2006 - January 2008
Skills
Medical Devices, Biotechnology, Equity Research, Data Analysis, Research, Competitive Intelligence, Financial Modeling, Healthcare, Statistics, Valuation, Competitive Analysis, Stata, Private Equity, Market Research, Corporate Development, Venture Capital
Education
The Ohio State University 1998 — 2002
MD, Medicine
Massachusetts Institute of Technology 1993 — 1997
BS, Chemistry
BTIG November 2013 - Present
Lazard Capital Markets March 2008 - October 2013
Oppenheimer & Co. November 2006 - January 2008
Skills
Medical Devices, Biotechnology, Equity Research, Data Analysis, Research, Competitive Intelligence, Financial Modeling, Healthcare, Statistics, Valuation, Competitive Analysis, Stata, Private Equity, Market Research, Corporate Development, Venture Capital
Education
The Ohio State University 1998 — 2002
MD, Medicine
Massachusetts Institute of Technology 1993 — 1997
BS, Chemistry
Jaclyn Zimmerman's Oppenheimer & Co. Experience June 2006 - November 2006
Job Nursing Student
Industry Medical Practice
Experience
Oppenheimer & Co. June 2006 - November 2006
Education
Wagner College 2007 — 2008
Bachelors, Nursing
Monmouth University 2003 — 2006
Oppenheimer & Co. June 2006 - November 2006
Education
Wagner College 2007 — 2008
Bachelors, Nursing
Monmouth University 2003 — 2006
Allan Mishan's Oppenheimer & Co. Experience January 2008 - September 2008
Job Director of Investments at Seven Mile Energy
Industry Financial Services
Experience
Seven Mile Energy July 2012 - Present
ESA Investments LLC July 2010 - June 2012
Brigantine Advisors May 2009 - June 2010
Oppenheimer & Co. January 2008 - September 2008
CIBC World Markets January 2001 - January 2008
Skills
Alternative Investments, Financial Statement..., Cash Flow Forecasting, Equity Research, Equities, Hedge Funds, Financial Modeling, Investments, Series 7, Capital Markets, Valuation, Equity Valuation
Education
New York University 1997 — 2001
B.S., Finance and Accounting (Double Major)
Seven Mile Energy July 2012 - Present
ESA Investments LLC July 2010 - June 2012
Brigantine Advisors May 2009 - June 2010
Oppenheimer & Co. January 2008 - September 2008
CIBC World Markets January 2001 - January 2008
Skills
Alternative Investments, Financial Statement..., Cash Flow Forecasting, Equity Research, Equities, Hedge Funds, Financial Modeling, Investments, Series 7, Capital Markets, Valuation, Equity Valuation
Education
New York University 1997 — 2001
B.S., Finance and Accounting (Double Major)
Amin Dolah's Oppenheimer & Co. Experience 1992 - 1994
Job Owner, Met FoodMarkets
Industry Supermarkets
Experience
Met FoodMarkets March 2000 - Present
Merrill Lynch 1993 - 1995
Oppenheimer & Co. 1992 - 1994
Skills
Retail
Education
New York University 1987 — 1991
BA, Economics and Political Science
Adelphi
Met FoodMarkets March 2000 - Present
Merrill Lynch 1993 - 1995
Oppenheimer & Co. 1992 - 1994
Skills
Retail
Education
New York University 1987 — 1991
BA, Economics and Political Science
Adelphi
Matt Ng's Oppenheimer & Co. Experience August 2008 - Present
Job
Industry Information Technology and Services
Experience
Oppenheimer & Co. August 2008 - Present
Goldman Sachs 2004 - 2008
Goldman Sachs 2001 - 2004
Goldman Sachs 1999 - 2001
Electronic Data Systems 1998 - 1999
Education
New York University 2008 — 2011
Master of Science
State University of New York at Buffalo - School of Management
Bachelor of Science, MIS, Marketing, and Human Resources (3 Concentrations)
Oppenheimer & Co. August 2008 - Present
Goldman Sachs 2004 - 2008
Goldman Sachs 2001 - 2004
Goldman Sachs 1999 - 2001
Electronic Data Systems 1998 - 1999
Education
New York University 2008 — 2011
Master of Science
State University of New York at Buffalo - School of Management
Bachelor of Science, MIS, Marketing, and Human Resources (3 Concentrations)
Betsy Bliss's Oppenheimer & Co. Experience 1972 - 2003
Job Managing Director at JPMorgan
Industry Investment Management
Experience
JPMorgan 2008 - Present
Bear Stearns 2003 - Present
Bear Stearns, a division of J.P. Morgan 2003 - Present
Oppenheimer & Co. 1972 - 2003
Jesuit School of Theology 1995 - 2000
Education
Northwestern University 1960 — 1965
M.S., journalism
Northwestern University
B.S.
JPMorgan 2008 - Present
Bear Stearns 2003 - Present
Bear Stearns, a division of J.P. Morgan 2003 - Present
Oppenheimer & Co. 1972 - 2003
Jesuit School of Theology 1995 - 2000
Education
Northwestern University 1960 — 1965
M.S., journalism
Northwestern University
B.S.
Christopher Stang's Oppenheimer & Co. Experience July 2008 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
Oppenheimer & Co. July 2008 - October 2010
Objective Solutions International June 2008 - July 2008
Neace Lukens June 2007 - August 2007
Education
Miami University 2004 — 2008
BS, Finance
Oppenheimer & Co. July 2008 - October 2010
Objective Solutions International June 2008 - July 2008
Neace Lukens June 2007 - August 2007
Education
Miami University 2004 — 2008
BS, Finance
Bruce Honicky's Oppenheimer & Co. Experience April 2001 - March 2005
Job Sr. Vice President at Metropolitan West Capital Mgmt
Industry Financial Services
Experience
Metropolitan West Capital Mgmt April 2005 - Present
Metropolitan West Capital Managment 2005 - Present
Oppenheimer & Co. April 2001 - March 2005
Gruntal & Company January 1999 - March 2001
Royal Alliance Associates, Inc. February 1992 - December 1998
Education
Miami University 1986 — 1990
Bachelor of Arts, Public Administration, Finance
Metropolitan West Capital Mgmt April 2005 - Present
Metropolitan West Capital Managment 2005 - Present
Oppenheimer & Co. April 2001 - March 2005
Gruntal & Company January 1999 - March 2001
Royal Alliance Associates, Inc. February 1992 - December 1998
Education
Miami University 1986 — 1990
Bachelor of Arts, Public Administration, Finance
Don Krute's Oppenheimer & Co. Experience 1995 - 1997
Job #
Industry Information Technology and Services
Experience
Bank of Tokyo-Mitsubishi UFJ June 2013 - Present
Johnson & Johnson October 2012 - February 2013
Bank of America August 2010 - March 2012
Royal Communications Consulting 2010 - 2010
Bear Stearns October 2002 - December 2008
Merrill Lynch 1998 - 2001
Oppenheimer & Co. 1995 - 1997
Salomon Brothers 1991 - 1995
MPL 1988 - 1990
Skills
Vendor Management, Six Sigma, Technology Management, Data Center, Market Data, SDLC, PMO, PMP, Trading Systems, IT Strategy, IT Management, Outsourcing, Project Management, Disaster Recovery, Infrastructure, Software Documentation, Telecommunications, Servers, Software Development, Troubleshooting, Networking, Management, Integration, ITIL, Project Portfolio..., Visio, System Deployment, IT Service Management, IT Operations, Information Technology, WAN, Business Continuity, Project Delivery, Solution Architecture, Business Analysis, Requirements Analysis, SharePoint, Software Project..., Service Delivery, Security, Program Management, Wireless, Hardware
Education
Pace University
MS, CS
Bank of Tokyo-Mitsubishi UFJ June 2013 - Present
Johnson & Johnson October 2012 - February 2013
Bank of America August 2010 - March 2012
Royal Communications Consulting 2010 - 2010
Bear Stearns October 2002 - December 2008
Merrill Lynch 1998 - 2001
Oppenheimer & Co. 1995 - 1997
Salomon Brothers 1991 - 1995
MPL 1988 - 1990
Skills
Vendor Management, Six Sigma, Technology Management, Data Center, Market Data, SDLC, PMO, PMP, Trading Systems, IT Strategy, IT Management, Outsourcing, Project Management, Disaster Recovery, Infrastructure, Software Documentation, Telecommunications, Servers, Software Development, Troubleshooting, Networking, Management, Integration, ITIL, Project Portfolio..., Visio, System Deployment, IT Service Management, IT Operations, Information Technology, WAN, Business Continuity, Project Delivery, Solution Architecture, Business Analysis, Requirements Analysis, SharePoint, Software Project..., Service Delivery, Security, Program Management, Wireless, Hardware
Education
Pace University
MS, CS
David Conaghan's Oppenheimer & Co. Experience 1982 - 1998
Job Executive Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets President, National Alumni AssociationMount Saint Mary's UniversityJune 2009 - June 2013
Oppenheimer & Co. 1982 - 1998
Education
Mount St. Mary's University 1977 — 1981
BS, Accounting
CIBC World Markets President, National Alumni AssociationMount Saint Mary's UniversityJune 2009 - June 2013
Oppenheimer & Co. 1982 - 1998
Education
Mount St. Mary's University 1977 — 1981
BS, Accounting
Randall Hughes's Oppenheimer & Co. Experience February 2012 - July 2012
Job Senior Vice President at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2012 - Present
Oppenheimer & Co. February 2012 - July 2012
WJB Capital Grp October 2007 - January 2012
Jefferies & Company July 2005 - June 2007
Credit Suisse May 2004 - June 2005
UBS Investment Bank December 1998 - April 2004
Salomon Smith Barney, Citigroup February 1992 - October 1998
Merrill Lynch January 1987 - February 1992
Skills
Options, Finance, Hedge Funds, Sales, Series 7, Capital Markets, Derivatives, Equities, Financial Modeling, Trading, Valuation
Education
Monmouth University
BS, Business
Susquehanna University
Wedbush Securities August 2012 - Present
Oppenheimer & Co. February 2012 - July 2012
WJB Capital Grp October 2007 - January 2012
Jefferies & Company July 2005 - June 2007
Credit Suisse May 2004 - June 2005
UBS Investment Bank December 1998 - April 2004
Salomon Smith Barney, Citigroup February 1992 - October 1998
Merrill Lynch January 1987 - February 1992
Skills
Options, Finance, Hedge Funds, Sales, Series 7, Capital Markets, Derivatives, Equities, Financial Modeling, Trading, Valuation
Education
Monmouth University
BS, Business
Susquehanna University
Frank Paul's Oppenheimer & Co. Experience July 2005 - August 2006
Job Managing Director at Academy Securities
Industry Investment Banking
Experience
Academy Securities August 2012 - Present
Illinois Local Government Advisory Board January 2011 - Present
Regional Transportation Authority 1987 - Present
City Club of Chicago 1985 - 2014
Blaylock Robert Van, LLC April 2011 - August 2012
Jesup & Lamont February 2010 - August 2010
Public Finance June 2009 - January 2010
KeyBanc Capital Markets July 2006 - July 2008
Oppenheimer & Co. July 2005 - August 2006
First Albany Capital 1998 - 2004
Skills
Hedge Funds, Equities, Private Equity, Portfolio Management, Alternative Investments, Valuation, Corporate Finance, Public Finance, Investment Management, Corporate Governance, Funding, Financial Analysis, Structured Finance, Venture Capital, Finance, Mutual Funds, Government, Financial Services, Bloomberg, Financial Advisory, Cash Management, Strategic Financial..., Project Finance, Investor Relations, Trading, Mergers & Acquisitions, Investment Strategies, Leadership, Investments, Investment Banking, Securities, Management, Capital Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management
Master of Management, Public Management, Finance, Marketing
Wabash College
AB, Political Science
madison high school
Academy Securities August 2012 - Present
Illinois Local Government Advisory Board January 2011 - Present
Regional Transportation Authority 1987 - Present
City Club of Chicago 1985 - 2014
Blaylock Robert Van, LLC April 2011 - August 2012
Jesup & Lamont February 2010 - August 2010
Public Finance June 2009 - January 2010
KeyBanc Capital Markets July 2006 - July 2008
Oppenheimer & Co. July 2005 - August 2006
First Albany Capital 1998 - 2004
Skills
Hedge Funds, Equities, Private Equity, Portfolio Management, Alternative Investments, Valuation, Corporate Finance, Public Finance, Investment Management, Corporate Governance, Funding, Financial Analysis, Structured Finance, Venture Capital, Finance, Mutual Funds, Government, Financial Services, Bloomberg, Financial Advisory, Cash Management, Strategic Financial..., Project Finance, Investor Relations, Trading, Mergers & Acquisitions, Investment Strategies, Leadership, Investments, Investment Banking, Securities, Management, Capital Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management
Master of Management, Public Management, Finance, Marketing
Wabash College
AB, Political Science
madison high school
Josh Hogarth's Oppenheimer & Co. Experience January 2008 - September 2008
Job Executive Director at CIBC
Industry Investment Banking
Experience
CIBC November 2012 - Present
CIBC March 2010 - November 2012
Oppenheimer & Co. January 2008 - September 2008
CIBC World Markets 1999 - 2007
Skills
Portfolio Management
Education
McMaster University 1997 — 1999
Masters of Business Administration, Finance
Wilfrid Laurier University 1993 — 1996
Bachelor of Arts, Economics
CIBC November 2012 - Present
CIBC March 2010 - November 2012
Oppenheimer & Co. January 2008 - September 2008
CIBC World Markets 1999 - 2007
Skills
Portfolio Management
Education
McMaster University 1997 — 1999
Masters of Business Administration, Finance
Wilfrid Laurier University 1993 — 1996
Bachelor of Arts, Economics
Jenna Lally's Oppenheimer & Co. Experience July 2008 - January 2009
Job Marketing Manager at AnheuserBusch InBev
Industry Food & Beverages
Experience
Anheuser-Busch InBev June 2015 - Present
Panera Bread February 2015 - May 2015
Anheuser-Busch InBev June 2014 - August 2014
Goldman Sachs July 2010 - July 2013
JSB-Partners, LP 2009 - August 2010
Oppenheimer & Co. July 2008 - January 2009
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Investments, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Hamilton 2004 — 2008
Bachelor of Arts (B.A.), Economics and Government
Anheuser-Busch InBev June 2015 - Present
Panera Bread February 2015 - May 2015
Anheuser-Busch InBev June 2014 - August 2014
Goldman Sachs July 2010 - July 2013
JSB-Partners, LP 2009 - August 2010
Oppenheimer & Co. July 2008 - January 2009
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Investments, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Hamilton 2004 — 2008
Bachelor of Arts (B.A.), Economics and Government
Tara Donegan's Oppenheimer & Co. Experience March 2013 - March 2015
Job Program Project Manager at Cardiovascular Research Foundation
Industry Education Management
Experience
Cardiovascular Research Foundation March 2015 - Present
Oppenheimer & Co. March 2013 - March 2015
Cardiovascular Research Foundation June 2008 - September 2012
JPMorgan September 2007 - May 2008
Creative Edge Parties September 2006 - December 2006
Skills
Event Planning, Trade Shows, Management, Customer Service, Event Management, Hospitality, Meeting Planning, Sales, Marketing
Education
New York University 2004 — 2008
BS, Hospitality Management
Cardiovascular Research Foundation March 2015 - Present
Oppenheimer & Co. March 2013 - March 2015
Cardiovascular Research Foundation June 2008 - September 2012
JPMorgan September 2007 - May 2008
Creative Edge Parties September 2006 - December 2006
Skills
Event Planning, Trade Shows, Management, Customer Service, Event Management, Hospitality, Meeting Planning, Sales, Marketing
Education
New York University 2004 — 2008
BS, Hospitality Management
Rich Bielen's Oppenheimer & Co. Experience 1986 - 1991
Job Vice Chairman and CFO at Protective Life Corporation
Industry Insurance
Experience
Protective Life 1991 - Present
Oppenheimer & Co. 1986 - 1991
Arthur Andersen Business Consulting 1983 - 1986
Education
New York University
Master of Business Administration (MBA)
New York University
Bachelor of Science (BS)
Protective Life 1991 - Present
Oppenheimer & Co. 1986 - 1991
Arthur Andersen Business Consulting 1983 - 1986
Education
New York University
Master of Business Administration (MBA)
New York University
Bachelor of Science (BS)
Courtney Firlit's Oppenheimer & Co. Experience August 2002 - August 2005
Job Channel Strategy & Planning Manager at The Dannon Company
Industry Food & Beverages
Experience
The Dannon Company January 2015 - Present
The Dannon Company October 2013 - January 2015
McCain Foods October 2011 - August 2013
McCain Foods February 2009 - October 2011
McCain Foods May 2007 - February 2009
Oppenheimer & Co. August 2002 - August 2005
Skills
Customer Insight, Marketing Research, Brand Management, Market Research, Cross-functional Team..., Marketing Strategy, Product Development, Marketing Communications, Marketing, Food Service, Customer Marketing, Food, Food Industry, Frozen Food, Social Media Marketing, Consumer Products, Shopper Marketing, Trade Marketing, Product Innovation, Marketing Management, Market Planning, Key Account Development, P&L Management, Segmentation
Education
University of Toronto - Rotman School of Management 2005 — 2007
MBA, Marketing
Northwestern University 1998 — 2002
Bachelor of Science, Speech
The Dannon Company January 2015 - Present
The Dannon Company October 2013 - January 2015
McCain Foods October 2011 - August 2013
McCain Foods February 2009 - October 2011
McCain Foods May 2007 - February 2009
Oppenheimer & Co. August 2002 - August 2005
Skills
Customer Insight, Marketing Research, Brand Management, Market Research, Cross-functional Team..., Marketing Strategy, Product Development, Marketing Communications, Marketing, Food Service, Customer Marketing, Food, Food Industry, Frozen Food, Social Media Marketing, Consumer Products, Shopper Marketing, Trade Marketing, Product Innovation, Marketing Management, Market Planning, Key Account Development, P&L Management, Segmentation
Education
University of Toronto - Rotman School of Management 2005 — 2007
MBA, Marketing
Northwestern University 1998 — 2002
Bachelor of Science, Speech
Heidi Castro's Oppenheimer & Co. Experience March 2010 - January 2011
Job Consumer Services Professional
Industry Consumer Services
Experience
CastleOak Securities, L.P. May 2011 - Present
Oppenheimer & Co. March 2010 - January 2011
Bear Stearns & Company 2005 - 2009
Trust Company of the West 2004 - 2005
Deutsche Bank 2000 - 2004
Micromuse, Inc. 1998 - 2000
WalkerGroup 1996 - 1998
Skills
Asset Managment, Customer Service, Microsoft Office, Project Planning, Management, Equities, Budgets, Asset Management, Training, Process Scheduler, Telecommunications, Sales, Sales Management, Securities
Education
Mercy College 2001 — 2003
Master of Science, Organizational Management
John Jay College of Criminal Justice 1988 — 1996
Bachelor of Arts, Sociology
CastleOak Securities, L.P. May 2011 - Present
Oppenheimer & Co. March 2010 - January 2011
Bear Stearns & Company 2005 - 2009
Trust Company of the West 2004 - 2005
Deutsche Bank 2000 - 2004
Micromuse, Inc. 1998 - 2000
WalkerGroup 1996 - 1998
Skills
Asset Managment, Customer Service, Microsoft Office, Project Planning, Management, Equities, Budgets, Asset Management, Training, Process Scheduler, Telecommunications, Sales, Sales Management, Securities
Education
Mercy College 2001 — 2003
Master of Science, Organizational Management
John Jay College of Criminal Justice 1988 — 1996
Bachelor of Arts, Sociology
Brianna Kotzian's Oppenheimer & Co. Experience July 2009 - December 2010
Job Senior Client Service Associate
Industry Financial Services
Experience
Fortune Financial February 2014 - December 2014
One Life Financial Group Inc. November 2011 - September 2012
Oppenheimer & Co. July 2009 - December 2010
Wealth Enhancement Group April 2007 - January 2009
Equity Bank March 2006 - January 2007
Excel Bank MN October 2004 - March 2006
U.S. Bank June 2003 - October 2004
Education
University of St. Thomas 1999 — 2003
Bachelor of Arts (BA), Psychology, 3.63
Minnesota State University, Mankato 2008 — 2009
Financial Planning Certificate Program, Other
Minnetonka High School
Fortune Financial February 2014 - December 2014
One Life Financial Group Inc. November 2011 - September 2012
Oppenheimer & Co. July 2009 - December 2010
Wealth Enhancement Group April 2007 - January 2009
Equity Bank March 2006 - January 2007
Excel Bank MN October 2004 - March 2006
U.S. Bank June 2003 - October 2004
Education
University of St. Thomas 1999 — 2003
Bachelor of Arts (BA), Psychology, 3.63
Minnesota State University, Mankato 2008 — 2009
Financial Planning Certificate Program, Other
Minnetonka High School
Robert Powers's Oppenheimer & Co. Experience January 2003 - September 2007
Job Managing Director at Emerging Growth Equities, LTD
Industry Investment Banking
Experience
Emerging Growth Equities 2012 - 2013
Roth Capital Partners June 2008 - February 2012
Oppenheimer & Co. January 2003 - September 2007
Education
Muhlenberg College 1987 — 1991
Mathematics
Emerging Growth Equities 2012 - 2013
Roth Capital Partners June 2008 - February 2012
Oppenheimer & Co. January 2003 - September 2007
Education
Muhlenberg College 1987 — 1991
Mathematics
Edouardo N. Pietri, MBA's Oppenheimer & Co. Experience 1997 - 1997
Job IT Project Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
UBS June 2007 - June 2009
Citigroup July 2006 - July 2007
TVR Communications October 2002 - December 2005
Morgan Stanley July 1998 - August 2001
Swiss Re 1997 - 1998
Oppenheimer & Co. 1997 - 1997
Skills
Project Management, Market Data, Process Improvement, IT Infrastructure..., Marketing, Disaster Recovery, Vendor Relationship..., Business Analysis, SDLC, Team Building, Trading Systems, HIPAA
Education
New York Institute of Technology 1985 — 1989
Master of Business Administration (M.B.A.), Computer Science
New York Institute of Technology
Bachelor’s Degree, Computer Science
Morgan Stanley Smith Barney February 2010 - Present
UBS June 2007 - June 2009
Citigroup July 2006 - July 2007
TVR Communications October 2002 - December 2005
Morgan Stanley July 1998 - August 2001
Swiss Re 1997 - 1998
Oppenheimer & Co. 1997 - 1997
Skills
Project Management, Market Data, Process Improvement, IT Infrastructure..., Marketing, Disaster Recovery, Vendor Relationship..., Business Analysis, SDLC, Team Building, Trading Systems, HIPAA
Education
New York Institute of Technology 1985 — 1989
Master of Business Administration (M.B.A.), Computer Science
New York Institute of Technology
Bachelor’s Degree, Computer Science
Emilio Annunziato's Oppenheimer & Co. Experience 2003 - 2003
Job Investment Sales Specialist, Prudential
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
First Niagara Bank May 2014 - March 2015
Prudential Financial June 2006 - September 2013
UBS June 2005 - April 2007
Fixed Income Securities 2005 - 2005
Wedbush Securities July 2003 - July 2004
Oppenheimer & Co. 2003 - 2003
Skills
Portfolio Management, Series 7, Trading, Bonds, FINRA, Fixed Annuities, Business Development, Series 63, Mutual Funds, Investments, Equities, Asset Allocation, Securities, Asset Managment, Sales Management, Alternative Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 6, Life Insurance, Financial Advisory, Financial Markets, Public Speaking, Series 65, Fixed Income, 401k, Variable Annuities, Separately Managed..., International..., ETFs, Uniform Combined State..., Asset Management
Education
Nichols College 1997 — 2001
BA, Finance
Jonathan Law High School 1994 — 1997
Prudential Financial March 2015 - Present
First Niagara Bank May 2014 - March 2015
Prudential Financial June 2006 - September 2013
UBS June 2005 - April 2007
Fixed Income Securities 2005 - 2005
Wedbush Securities July 2003 - July 2004
Oppenheimer & Co. 2003 - 2003
Skills
Portfolio Management, Series 7, Trading, Bonds, FINRA, Fixed Annuities, Business Development, Series 63, Mutual Funds, Investments, Equities, Asset Allocation, Securities, Asset Managment, Sales Management, Alternative Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 6, Life Insurance, Financial Advisory, Financial Markets, Public Speaking, Series 65, Fixed Income, 401k, Variable Annuities, Separately Managed..., International..., ETFs, Uniform Combined State..., Asset Management
Education
Nichols College 1997 — 2001
BA, Finance
Jonathan Law High School 1994 — 1997
peter kunigk's Oppenheimer & Co. Experience July 2008 - April 2009
Job senior vice president at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets Senior Vice PresidentRBC Capital MarketsMay 2009 - June 2013
Oppenheimer & Co. July 2008 - April 2009
Skills
Preferred Stock Expert,...
Education
Massachusetts Institute of Technology - Sloan School of Management 1973 — 1975
Master of Science (M.S.), Finance, General, 4.0
RBC Capital Markets Senior Vice PresidentRBC Capital MarketsMay 2009 - June 2013
Oppenheimer & Co. July 2008 - April 2009
Skills
Preferred Stock Expert,...
Education
Massachusetts Institute of Technology - Sloan School of Management 1973 — 1975
Master of Science (M.S.), Finance, General, 4.0
Frank Marsicano's Oppenheimer & Co. Experience 1984 - 1988
Job Real Estate Insight and Market Intelligence
Industry Real Estate
Experience
Keller Williams Real Estate New York August 2011 - Present
Catapult Fitness 2002 - 2011
Credit Suisse 1990 - 1991
PaineWebber 1988 - 1990
Oppenheimer & Co. 1984 - 1988
Education
Oklahoma State University 1979 — 1983
BS, Journalism
Keller Williams Real Estate New York August 2011 - Present
Catapult Fitness 2002 - 2011
Credit Suisse 1990 - 1991
PaineWebber 1988 - 1990
Oppenheimer & Co. 1984 - 1988
Education
Oklahoma State University 1979 — 1983
BS, Journalism
Joe Jennings's Oppenheimer & Co. Experience December 2012 - December 2013
Job Partner
Industry Financial Services
Experience
Jordan River Advisors June 2014 - Present
Oppenheimer & Co. December 2012 - December 2013
CRT Capital Group March 2012 - October 2012
Cortview Capital Markets June 2011 - April 2012
Commerce Street Capital,LLC October 2010 - June 2011
Sterne Agee 2007 - 2010
Skills
Asset Management, Valuation, Risk Management, Excel, PowerPoint, Research, Word, Investments, Equities, Portfolio Management, Trading, Financial Analysis, Financial Modeling, Derivatives, ABS, Asset Managment
Education
Mississippi State University 1980 — 1984
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Jordan River Advisors June 2014 - Present
Oppenheimer & Co. December 2012 - December 2013
CRT Capital Group March 2012 - October 2012
Cortview Capital Markets June 2011 - April 2012
Commerce Street Capital,LLC October 2010 - June 2011
Sterne Agee 2007 - 2010
Skills
Asset Management, Valuation, Risk Management, Excel, PowerPoint, Research, Word, Investments, Equities, Portfolio Management, Trading, Financial Analysis, Financial Modeling, Derivatives, ABS, Asset Managment
Education
Mississippi State University 1980 — 1984
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Stewart Park's Oppenheimer & Co. Experience June 2010 - August 2010
Job Analyst at Lazard
Industry Mechanical or Industrial Engineering
Experience
Lazard June 2011 - June 2013
Oppenheimer & Co. June 2010 - August 2010
Arcapita Bank B.S.C.(c) September 2009 - December 2009
Skills
Financial Modeling, Business Development, Venture Capital, Investment Banking, Corporate Finance, Valuation, Corporate Development, Due Diligence, Mergers, Investments
Education
Massachusetts Institute of Technology 2006 — 2011
B.S., Mechanical Engineering
Lazard June 2011 - June 2013
Oppenheimer & Co. June 2010 - August 2010
Arcapita Bank B.S.C.(c) September 2009 - December 2009
Skills
Financial Modeling, Business Development, Venture Capital, Investment Banking, Corporate Finance, Valuation, Corporate Development, Due Diligence, Mergers, Investments
Education
Massachusetts Institute of Technology 2006 — 2011
B.S., Mechanical Engineering
Anthony Glessing's Oppenheimer & Co. Experience January 2013 - May 2013
Job Student at Pace University Lubin School of Business
Industry Marketing and Advertising
Experience
Xaverian High School June 2009 - Present
NYC Mopar Club, Local Car Club Organization June 2011 - Present
Oppenheimer & Co. January 2013 - May 2013
Finance Club, Pace University September 2011 - May 2013
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Teamwork, HTML, Marketing Communications, Event Planning, Research, Data Analysis
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Pace University, Lubin School of Business, Pforzheimer Honors College 2009 — 2013
Bachelor of Finance, Finance
Xaverian High School June 2009 - Present
NYC Mopar Club, Local Car Club Organization June 2011 - Present
Oppenheimer & Co. January 2013 - May 2013
Finance Club, Pace University September 2011 - May 2013
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Teamwork, HTML, Marketing Communications, Event Planning, Research, Data Analysis
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Pace University, Lubin School of Business, Pforzheimer Honors College 2009 — 2013
Bachelor of Finance, Finance
Fredrik Martenson's Oppenheimer & Co. Experience 2011 - Present
Job Equities at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. 2011 - Present
DnB NOR Asset Management 2003 - 2010
Skandia Asset Management 2000 - 2003
SEB Asset Management 1994 - 2000
Enskilda Securities 1992 - 1994
Robur 1991 - 1992
Education
Northeastern University
MA, Economics
Shippensburg University
BA, Economics
Oppenheimer & Co. 2011 - Present
DnB NOR Asset Management 2003 - 2010
Skandia Asset Management 2000 - 2003
SEB Asset Management 1994 - 2000
Enskilda Securities 1992 - 1994
Robur 1991 - 1992
Education
Northeastern University
MA, Economics
Shippensburg University
BA, Economics
Connie M Munoz's Oppenheimer & Co. Experience July 1993 - April 1997
Job Business Manager for Jo Malone London
Industry Retail
Experience
Jo Malone London October 2011 - Present
Bonpoint November 2009 - October 2011
Petit Bateau September 2006 - November 2009
Bloomingdale's October 2004 - September 2006
Mellon Financial October 2000 - September 2001
Booz Allen Hamilton February 1999 - January 2000
Royal Bank of Canada September 1998 - January 1999
Lehman Brothers April 1997 - September 1998
Oppenheimer & Co. July 1993 - April 1997
Skills
Microsoft Word, Outlook, Human Resources, Recruiting, Employee Training, Coaching, Sales, Customer Service, Customer Relations, Retail Sales, Operations Management, Finance, Notary Public
Education
Montclair State University 2002 — 2006
BA Psychology, French Minor, Spanish Translation
2002 - Chubb Institute 2002 — 2002
Diploma, Web Design
Katharine Gibbs School 1999 — 2001
A.A.S, Business
Jo Malone London October 2011 - Present
Bonpoint November 2009 - October 2011
Petit Bateau September 2006 - November 2009
Bloomingdale's October 2004 - September 2006
Mellon Financial October 2000 - September 2001
Booz Allen Hamilton February 1999 - January 2000
Royal Bank of Canada September 1998 - January 1999
Lehman Brothers April 1997 - September 1998
Oppenheimer & Co. July 1993 - April 1997
Skills
Microsoft Word, Outlook, Human Resources, Recruiting, Employee Training, Coaching, Sales, Customer Service, Customer Relations, Retail Sales, Operations Management, Finance, Notary Public
Education
Montclair State University 2002 — 2006
BA Psychology, French Minor, Spanish Translation
2002 - Chubb Institute 2002 — 2002
Diploma, Web Design
Katharine Gibbs School 1999 — 2001
A.A.S, Business
JOSH BARG's Oppenheimer & Co. Experience 2002 - 2006
Job Managing Partner at SGP
Industry Financial Services
Experience
Saratoga Global Partners. January 2010 - Present
National Securities 2009 - Present
Oppenheimer & Co. 2002 - 2006
Skills
Alternative Investments, Wealth Management, Investments, Series 7, Asset Management, Equities, Portfolio Management, Hedge Funds, Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, Retirement, Fixed Income, Retirement Planning, Securities, Investment Advisory, 401k, Valuation, Private Equity, Financial Services, Venture Capital, Asset Managment, Fixed Annuities, Mergers & Acquisitions, FINRA
Education
Mount Saint Mary College 1989 — 1993
bs, business
Niskayuna
Saratoga Global Partners. January 2010 - Present
National Securities 2009 - Present
Oppenheimer & Co. 2002 - 2006
Skills
Alternative Investments, Wealth Management, Investments, Series 7, Asset Management, Equities, Portfolio Management, Hedge Funds, Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, Retirement, Fixed Income, Retirement Planning, Securities, Investment Advisory, 401k, Valuation, Private Equity, Financial Services, Venture Capital, Asset Managment, Fixed Annuities, Mergers & Acquisitions, FINRA
Education
Mount Saint Mary College 1989 — 1993
bs, business
Niskayuna
Amy Campion's Oppenheimer & Co. Experience February 1980 - July 1982
Job Independent Contractor Veritext
Industry Legal Services
Experience
Veritext Legal Solutions September 2009 - Present
Elisa Dreier Reporting May 1997 - September 2009
Manhattan Court Reporting Services September 1992 - May 1997
Various court reporting agencies September 1989 - September 1992
Family Court April 1988 - September 1989
various court reporting agencies September 1986 - April 1988
Hutton & Williams June 1985 - June 1986
various court reporting agencies September 1984 - May 1985
Mudge Rose Guthrie & Mitchell July 1982 - September 1984
Oppenheimer & Co. February 1980 - July 1982
Skills
Worked at Oppeheimer &..., Back office operations, Worked at United Artists, Legal Department, Worked at Mudge Rose,..., Certified Realtime..., Back Office, Hearings, Court Reporting, Litigation, Notary Public, Depositions, Patents, LiveNote, Legal Video, Appeals, Commercial Litigation, Arbitration, Legal Documents, Testimony, Registered Professional..., Business Litigation, Wordperfect, Corporate Law, Family Law, Litigation Management, Employment Law, Litigation Support, Courts, Personal Injury, Medical Malpractice, Legal Assistance, Trials, Court Proceedings, Daily Copy, Civil Litigation, Wrongful Death, Asbestos Litigation, Patent Litigation, Videography, Trial Director, Editing, Legal Research, Jury Trials, Transcription, Class Actions, Intellectual Property, Legal Writing, Shorthand, Transcripts
Education
Pace University 1983 — 1985
Business Administration
Stenotype Academy 1976 — 1978
Court Reporter
Veritext Legal Solutions September 2009 - Present
Elisa Dreier Reporting May 1997 - September 2009
Manhattan Court Reporting Services September 1992 - May 1997
Various court reporting agencies September 1989 - September 1992
Family Court April 1988 - September 1989
various court reporting agencies September 1986 - April 1988
Hutton & Williams June 1985 - June 1986
various court reporting agencies September 1984 - May 1985
Mudge Rose Guthrie & Mitchell July 1982 - September 1984
Oppenheimer & Co. February 1980 - July 1982
Skills
Worked at Oppeheimer &..., Back office operations, Worked at United Artists, Legal Department, Worked at Mudge Rose,..., Certified Realtime..., Back Office, Hearings, Court Reporting, Litigation, Notary Public, Depositions, Patents, LiveNote, Legal Video, Appeals, Commercial Litigation, Arbitration, Legal Documents, Testimony, Registered Professional..., Business Litigation, Wordperfect, Corporate Law, Family Law, Litigation Management, Employment Law, Litigation Support, Courts, Personal Injury, Medical Malpractice, Legal Assistance, Trials, Court Proceedings, Daily Copy, Civil Litigation, Wrongful Death, Asbestos Litigation, Patent Litigation, Videography, Trial Director, Editing, Legal Research, Jury Trials, Transcription, Class Actions, Intellectual Property, Legal Writing, Shorthand, Transcripts
Education
Pace University 1983 — 1985
Business Administration
Stenotype Academy 1976 — 1978
Court Reporter
Anna Sitner's Oppenheimer & Co. Experience January 2010 - January 2013
Job Senior Financial Advisor
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
Oppenheimer & Co. January 2010 - January 2013
citi-smtihbarney March 2000 - November 2009
Education
Pace University - Lubin School of Business 1999 — 2001
finance
JPMorgan Chase January 2013 - Present
Oppenheimer & Co. January 2010 - January 2013
citi-smtihbarney March 2000 - November 2009
Education
Pace University - Lubin School of Business 1999 — 2001
finance
Patrick Wade's Oppenheimer & Co. Experience October 2006 - Present
Job Director at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. October 2006 - Present
New York Life Insurance Company May 2004 - October 2006
Citi October 2002 - May 2004
Skills
Series 7, Data Analysis, Equities, Business Analysis, Microsoft Office, Fixed Income, Valuation, Hedge Funds, Alternative Investments, Investments, Wealth Management, Portfolio Management, Asset Management, Financial Modeling, Bloomberg, Securities, Private Equity, Mutual Funds, Corporate Finance, Asset Allocation, Equity Research
Education
New York Law School 1999 — 2002
JD
Saint John's University 1995 — 1999
BS, Business Management
Oppenheimer & Co. October 2006 - Present
New York Life Insurance Company May 2004 - October 2006
Citi October 2002 - May 2004
Skills
Series 7, Data Analysis, Equities, Business Analysis, Microsoft Office, Fixed Income, Valuation, Hedge Funds, Alternative Investments, Investments, Wealth Management, Portfolio Management, Asset Management, Financial Modeling, Bloomberg, Securities, Private Equity, Mutual Funds, Corporate Finance, Asset Allocation, Equity Research
Education
New York Law School 1999 — 2002
JD
Saint John's University 1995 — 1999
BS, Business Management
Sarah Weil's Oppenheimer & Co. Experience July 1997 - October 2002
Job Senior Administrative Assistant
Industry Financial Services
Experience
Matthews Asia May 2014 - June 2015
Morgan Stanley January 2007 - April 2014
Friedman Billings Ramsey & Co January 2006 - January 2007
ThinkEquity LLC January 2003 - December 2005
Oppenheimer & Co. July 1997 - October 2002
Hambrecht & Quist LLC December 1995 - July 1997
Skills
Administrative..., Spreadsheets, Microsoft Office, Travel Arrangements, Microsoft Excel, PowerPoint, Human Resources, Concur, Outlook, Expense Management, Calendars, Travel Management, Equities, Financial Modeling, Investments, Finance, Investment Banking, Financial Analysis, Research, Valuation, Bloomberg
Education
Michigan State University 1987 — 1990
BA In Communications
Matthews Asia May 2014 - June 2015
Morgan Stanley January 2007 - April 2014
Friedman Billings Ramsey & Co January 2006 - January 2007
ThinkEquity LLC January 2003 - December 2005
Oppenheimer & Co. July 1997 - October 2002
Hambrecht & Quist LLC December 1995 - July 1997
Skills
Administrative..., Spreadsheets, Microsoft Office, Travel Arrangements, Microsoft Excel, PowerPoint, Human Resources, Concur, Outlook, Expense Management, Calendars, Travel Management, Equities, Financial Modeling, Investments, Finance, Investment Banking, Financial Analysis, Research, Valuation, Bloomberg
Education
Michigan State University 1987 — 1990
BA In Communications
Soledad Hearon RD's Oppenheimer & Co. Experience July 1996 - July 2003
Job Owner/President at OneSol Nutrition, LLC
Industry Hospital & Health Care
Experience
OneSol Nutrition, LLC November 2011 - Present
Trinitas Hospital January 2010 - March 2012
Hackensack University Medical Center July 2008 - May 2009
Oppenheimer & Co. July 1996 - July 2003
Skills
Nutrition Education, Customer Service, Nutrition, Dietetics, Healthcare, Diabetes, Clinical Nutrition, Nutritional Counseling, Hospitals, Wellness, Medical Nutrition..., Cooking, Health Education, Food Service, Public Health, Pediatrics
Education
Montclair State University 2009 — 2010
Dietetic Internship
Montclair State University 2005 — 2008
BS, Nutrition / Dietetics
Johnson & Wales University 1992 — 1994
A.S., Culinary Arts
OneSol Nutrition, LLC November 2011 - Present
Trinitas Hospital January 2010 - March 2012
Hackensack University Medical Center July 2008 - May 2009
Oppenheimer & Co. July 1996 - July 2003
Skills
Nutrition Education, Customer Service, Nutrition, Dietetics, Healthcare, Diabetes, Clinical Nutrition, Nutritional Counseling, Hospitals, Wellness, Medical Nutrition..., Cooking, Health Education, Food Service, Public Health, Pediatrics
Education
Montclair State University 2009 — 2010
Dietetic Internship
Montclair State University 2005 — 2008
BS, Nutrition / Dietetics
Johnson & Wales University 1992 — 1994
A.S., Culinary Arts
Jamie Priemer's Oppenheimer & Co. Experience August 2009 - August 2011
Job
Industry Financial Services
Experience
Oppenheimer & Co. August 2009 - August 2011
Skills
Marketing, Customer Service, Sales, PowerPoint, Outlook
Education
Missouri State University 2003 — 2008
Bahelors of Science, Marketing/Advertising
Oppenheimer & Co. August 2009 - August 2011
Skills
Marketing, Customer Service, Sales, PowerPoint, Outlook
Education
Missouri State University 2003 — 2008
Bahelors of Science, Marketing/Advertising
Amanda Guiggey's Oppenheimer & Co. Experience January 2008 - May 2010
Job Commercial Loan Assistant at First Trade Union Bank
Industry Financial Services
Experience
First Trade Union Bank January 2014 - Present
Gottex Fund Management July 2010 - September 2013
Oppenheimer & Co. January 2008 - May 2010
Skills
Outlook, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Microsoft Office, SharePoint
Education
Michigan State University
First Trade Union Bank January 2014 - Present
Gottex Fund Management July 2010 - September 2013
Oppenheimer & Co. January 2008 - May 2010
Skills
Outlook, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Microsoft Office, SharePoint
Education
Michigan State University
Echo He's Oppenheimer & Co. Experience August 2007 - October 2009
Job Senior Analyst at Maxim Group
Industry Financial Services
Experience
Maxim Group October 2009 - Present
Oppenheimer & Co. August 2007 - October 2009
CRT Capital Group 2005 - 2006
Skills
Equity Research, Financial Modeling, Equities, Capital Markets, Venture Capital, Mergers & Acquisitions, Investment Banking, Valuation
Education
University of Chicago 2003 — 2005
Master of Business Administration (MBA)
Medical College of Ohio 1994 — 1998
Doctor of Philosophy (Ph.D.), Medical Sciences
Beijing University - Medical School 1987 — 1993
Doctor of Medicine (MD)
Maxim Group October 2009 - Present
Oppenheimer & Co. August 2007 - October 2009
CRT Capital Group 2005 - 2006
Skills
Equity Research, Financial Modeling, Equities, Capital Markets, Venture Capital, Mergers & Acquisitions, Investment Banking, Valuation
Education
University of Chicago 2003 — 2005
Master of Business Administration (MBA)
Medical College of Ohio 1994 — 1998
Doctor of Philosophy (Ph.D.), Medical Sciences
Beijing University - Medical School 1987 — 1993
Doctor of Medicine (MD)
Sean Toohill's Oppenheimer & Co. Experience February 2008 - May 2008
Job Assistant Vice President at CION Securities
Industry Financial Services
Experience
ICON Investments June 2014 - Present
ICON Investments March 2011 - Present
JPMorgan Chase November 2008 - February 2010
Oppenheimer & Co. February 2008 - May 2008
John Thomas Financial August 2007 - January 2008
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Separately Managed..., Investments, Asset Allocation, Asset Management
Education
Muhlenberg College 2003 — 2007
BA, Business
ICON Investments June 2014 - Present
ICON Investments March 2011 - Present
JPMorgan Chase November 2008 - February 2010
Oppenheimer & Co. February 2008 - May 2008
John Thomas Financial August 2007 - January 2008
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Separately Managed..., Investments, Asset Allocation, Asset Management
Education
Muhlenberg College 2003 — 2007
BA, Business
Ramnarase Seeta's Oppenheimer & Co. Experience March 2000 - Present
Job Senior Administrative Manager at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. March 2000 - Present
Skills
Administrative..., Outlook, PowerPoint, Microsoft Excel
Education
New York University
Bachelor’s Degree
Oppenheimer & Co. March 2000 - Present
Skills
Administrative..., Outlook, PowerPoint, Microsoft Excel
Education
New York University
Bachelor’s Degree
William Billington's Oppenheimer & Co. Experience May 2005 - August 2005
Job High Net Worth Customer Service Specialist at Vanguard
Industry Financial Services
Experience
Wells Fargo Financial High Net Worth Customer Service SpecialistVanguardApril 2013 - Present
Walt Disney World May 2007 - Present
Oppenheimer & Co. May 2005 - August 2005
Skills
Finance, Equities, Trading, Financial Markets, Microsoft Office, Customer Service, Leadership, Public Speaking, Social Media, Banking, MBA
Education
Mississippi College 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Mississippi State University - College of Business and Industry 2008 — 2010
Finance
Wells Fargo Financial High Net Worth Customer Service SpecialistVanguardApril 2013 - Present
Walt Disney World May 2007 - Present
Oppenheimer & Co. May 2005 - August 2005
Skills
Finance, Equities, Trading, Financial Markets, Microsoft Office, Customer Service, Leadership, Public Speaking, Social Media, Banking, MBA
Education
Mississippi College 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Mississippi State University - College of Business and Industry 2008 — 2010
Finance
Audrey Krostich's Oppenheimer & Co. Experience 1985 - 1988
Job Tax Professional
Industry Accounting
Experience
Kaplan Management Consultants 2011 - 2012
Grodsky Caporrino & Kaufman, PC 2008 - 2011
Rose & Associates, LLP 2002 - 2008
Holtz Rubenstein Reminick LLP 1996 - 2002
Sony Corporation of America 1988 - 1996
Oppenheimer & Co. 1985 - 1988
Seidman & Seidman, CPA's 1983 - 1985
KPMG US 1983 - 1983
Education
Pace University - Lubin School of Business 1987 — 1989
Masters, Taxation
SUNY Albany 1976 — 1980
Bachelor's degree, Accounting
Kaplan Management Consultants 2011 - 2012
Grodsky Caporrino & Kaufman, PC 2008 - 2011
Rose & Associates, LLP 2002 - 2008
Holtz Rubenstein Reminick LLP 1996 - 2002
Sony Corporation of America 1988 - 1996
Oppenheimer & Co. 1985 - 1988
Seidman & Seidman, CPA's 1983 - 1985
KPMG US 1983 - 1983
Education
Pace University - Lubin School of Business 1987 — 1989
Masters, Taxation
SUNY Albany 1976 — 1980
Bachelor's degree, Accounting
Yuri Medvinsky's Oppenheimer & Co. Experience March 2006 - May 2010
Job Sr. Unix Systems Administrator at NYU
Industry Higher Education
Experience
NYU October 2010 - Present
OTC Markets Group May 2010 - October 2010
Oppenheimer & Co. March 2006 - May 2010
Skills
Perl, Linux, Bash, Unix, Shell Scripting, Solaris 8/9/10, Python, Nagios, Ganglia, Kickstart, PXE, Linux KVM, Puppet, Unix Shell Scripting, RedHat, Solaris, Disaster Recovery, Virtualization, Red Hat Linux
Education
Pace University 1999 — 2003
Bachelor's degree, Computer Science
New York University
NYU October 2010 - Present
OTC Markets Group May 2010 - October 2010
Oppenheimer & Co. March 2006 - May 2010
Skills
Perl, Linux, Bash, Unix, Shell Scripting, Solaris 8/9/10, Python, Nagios, Ganglia, Kickstart, PXE, Linux KVM, Puppet, Unix Shell Scripting, RedHat, Solaris, Disaster Recovery, Virtualization, Red Hat Linux
Education
Pace University 1999 — 2003
Bachelor's degree, Computer Science
New York University
Nick Thole's Oppenheimer & Co. Experience August 2004 - January 2008
Job CFO, Europe Indian Africa Region for Amway
Industry Consumer Goods
Experience
Amway June 2014 - Present
Amway January 2013 - Present
Amway May 2010 - January 2013
Amway - Alticor Corporate Enterprises January 2008 - May 2010
Oppenheimer & Co. August 2004 - January 2008
SM Berger & Company / Seyferth Associates July 1996 - July 2002
Skills
Analysis, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Forecasting, Strategic Planning, Strategic Financial..., Budgets, Business Planning, Business Strategy, Cross-functional Team..., Financial Reporting, Management, Managerial Finance, Mergers, Process Improvement, Project Planning, Strategy, Variance Analysis
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance
Northwestern University 1992 — 1996
BS, Journalism/Economics
Amway June 2014 - Present
Amway January 2013 - Present
Amway May 2010 - January 2013
Amway - Alticor Corporate Enterprises January 2008 - May 2010
Oppenheimer & Co. August 2004 - January 2008
SM Berger & Company / Seyferth Associates July 1996 - July 2002
Skills
Analysis, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Forecasting, Strategic Planning, Strategic Financial..., Budgets, Business Planning, Business Strategy, Cross-functional Team..., Financial Reporting, Management, Managerial Finance, Mergers, Process Improvement, Project Planning, Strategy, Variance Analysis
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance
Northwestern University 1992 — 1996
BS, Journalism/Economics
Nicholas Sideratos, CFA's Oppenheimer & Co. Experience November 1994 - July 1998
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock August 1998 - Present
Quellos Group, LLC August 1998 - October 2007
Oppenheimer & Co. November 1994 - July 1998
Barclays Bank 1991 - 1994
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Asset Managment, Derivatives, Portfolio Management, Investments, Bloomberg, Capital Markets, Asset Allocation, Endowments, Investment Strategies, ETFs, Prime Brokerage
Education
Pace University - Lubin School of Business 1994 — 1996
MBA, Finance
Pace University 1988 — 1992
BBA, Finance and General Accounting
Xaverian HS 1984 — 1988
BlackRock August 1998 - Present
Quellos Group, LLC August 1998 - October 2007
Oppenheimer & Co. November 1994 - July 1998
Barclays Bank 1991 - 1994
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Asset Managment, Derivatives, Portfolio Management, Investments, Bloomberg, Capital Markets, Asset Allocation, Endowments, Investment Strategies, ETFs, Prime Brokerage
Education
Pace University - Lubin School of Business 1994 — 1996
MBA, Finance
Pace University 1988 — 1992
BBA, Finance and General Accounting
Xaverian HS 1984 — 1988
Deborah Booth's Oppenheimer & Co. Experience April 2013 - December 2013
Job Contract Recruiter at Atlantic Health
Industry Financial Services
Experience
Atlantic Health May 2015 - July 2015
David Landau & Associates, LLC (DLA) April 2014 - February 2015
Oppenheimer & Co. April 2013 - December 2013
Cegedim Relationship Management October 2001 - January 2002
Cegedim Relationship Management August 1997 - March 2001
Skills
Recruiting, Customer Service, CRM, Temporary Placement, Customer Support, Negotiation, Talent Mining, Strategic Planning, Business Development, Excellent written and..., Sourcing, Human Resources, Applicant Tracking..., Talent Acquisition, Cross-functional Team..., Interviews, Leadership, Management, Financial Analysis, Job Descriptions, Vendor Management, Microsoft Office, Training
Education
Montclair State University 1979 — 1983
BA, Psychology/Paralegal
Montclair State University
Bachelor's degree, Psychology
Atlantic Health May 2015 - July 2015
David Landau & Associates, LLC (DLA) April 2014 - February 2015
Oppenheimer & Co. April 2013 - December 2013
Cegedim Relationship Management October 2001 - January 2002
Cegedim Relationship Management August 1997 - March 2001
Skills
Recruiting, Customer Service, CRM, Temporary Placement, Customer Support, Negotiation, Talent Mining, Strategic Planning, Business Development, Excellent written and..., Sourcing, Human Resources, Applicant Tracking..., Talent Acquisition, Cross-functional Team..., Interviews, Leadership, Management, Financial Analysis, Job Descriptions, Vendor Management, Microsoft Office, Training
Education
Montclair State University 1979 — 1983
BA, Psychology/Paralegal
Montclair State University
Bachelor's degree, Psychology
James Geraghty's Oppenheimer & Co. Experience September 2012 - April 2013
Job Associate at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group April 2015 - May 2015
Capstone Advisory Group September 2013 - April 2015
Capstone Advisory Group April 2013 - September 2013
Oppenheimer & Co. September 2012 - April 2013
Joseph Gunnar & Co, LLC October 2011 - March 2012
UBS June 2010 - August 2010
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Bloomberg Terminal, Bloomberg, Options
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group April 2015 - May 2015
Capstone Advisory Group September 2013 - April 2015
Capstone Advisory Group April 2013 - September 2013
Oppenheimer & Co. September 2012 - April 2013
Joseph Gunnar & Co, LLC October 2011 - March 2012
UBS June 2010 - August 2010
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Bloomberg Terminal, Bloomberg, Options
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Frank Quartarolo's Oppenheimer & Co. Experience September 2000 - Present
Job Director Trading Technology at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. September 2000 - Present
Oppenheimer January 2000 - Present
Skills
Equity Trading
Education
New York Institute of Technology-Old Westbury
Bachelor's Degree, Computer Graphics
Oppenheimer & Co. September 2000 - Present
Oppenheimer January 2000 - Present
Skills
Equity Trading
Education
New York Institute of Technology-Old Westbury
Bachelor's Degree, Computer Graphics
Mariee Walton's Oppenheimer & Co. Experience March 1986 - November 1987
Job Chief Financial Officer at C & A Asset Services, Inc.
Industry Financial Services
Experience
C & A Asset Services, Inc. June 2009 - Present
School of the Holy Child Rye August 2001 - June 2009
Oppenheimer & Co. March 1986 - November 1987
Morgan Grenfell Inc. March 1984 - March 1987
Manufacturers Hanover Trust April 1980 - March 1984
Skills
Treasurers, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Curriculum Design, Economics, Leadership, Microsoft Office, Mathematics, New Business Development, Office Management, Problem Solving, Strategic Planning, QuickBooks, Teaching, Underwriting, Writing, Dreamweaver, Academic Advising, college recommendations, Event Planning, Interviewing Skills, Report Writing, Speech Writing, Lecturing
Education
New York University
Master of Business Administration (MBA), Finance, General
University of New Orleans
Bachelor of Science (BS), Economics
C & A Asset Services, Inc. June 2009 - Present
School of the Holy Child Rye August 2001 - June 2009
Oppenheimer & Co. March 1986 - November 1987
Morgan Grenfell Inc. March 1984 - March 1987
Manufacturers Hanover Trust April 1980 - March 1984
Skills
Treasurers, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Curriculum Design, Economics, Leadership, Microsoft Office, Mathematics, New Business Development, Office Management, Problem Solving, Strategic Planning, QuickBooks, Teaching, Underwriting, Writing, Dreamweaver, Academic Advising, college recommendations, Event Planning, Interviewing Skills, Report Writing, Speech Writing, Lecturing
Education
New York University
Master of Business Administration (MBA), Finance, General
University of New Orleans
Bachelor of Science (BS), Economics
henry williams's Oppenheimer & Co. Experience November 1992 - October 2010
Job Managing Director Investment Banking at Canaccord Genuity Inc.
Industry Capital Markets
Experience
Canaccord Genuity Inc. March 2014 - Present
North Sea Partners, LLC August 2012 - February 2014
Nordea Markets July 2011 - June 2012
Nordea Markets November 2010 - June 2011
Oppenheimer & Co. November 1992 - October 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Private Equity, Energy
Education
NYU 1979 — 1984
Master of Business Administration (MBA), Finance, General
Rollins College 1974 — 1978
Bachelor of Arts (B.A.), Economics & Business Adm.
Canaccord Genuity Inc. March 2014 - Present
North Sea Partners, LLC August 2012 - February 2014
Nordea Markets July 2011 - June 2012
Nordea Markets November 2010 - June 2011
Oppenheimer & Co. November 1992 - October 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Private Equity, Energy
Education
NYU 1979 — 1984
Master of Business Administration (MBA), Finance, General
Rollins College 1974 — 1978
Bachelor of Arts (B.A.), Economics & Business Adm.
Troy Iversen's Oppenheimer & Co. Experience October 2012 - June 2015
Job Assistant City Assessor at New York City Department of Finance
Industry Financial Services
Experience
New York City Department of Finance July 2015 - Present
Oppenheimer & Co. October 2012 - June 2015
Taliercio's Gourmet Deli & Catering May 2011 - October 2012
Legends Sporting Goods 2006 - 2008
Skills
Management, Time Management, Teamwork, Event Management, Sales, Microsoft Excel, Troubleshooting, Financial Analysis, Data Analysis, Financial Risk, Stocks, Operational Risk, Customer Service, Customer Satisfaction, Prime Brokerage, Outlook, Telecommunications, Microsoft Office, Finance, Microsoft Word, PowerPoint
Education
Monmouth University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Monsignor Farrell High School 2004 — 2008
New York City Department of Finance July 2015 - Present
Oppenheimer & Co. October 2012 - June 2015
Taliercio's Gourmet Deli & Catering May 2011 - October 2012
Legends Sporting Goods 2006 - 2008
Skills
Management, Time Management, Teamwork, Event Management, Sales, Microsoft Excel, Troubleshooting, Financial Analysis, Data Analysis, Financial Risk, Stocks, Operational Risk, Customer Service, Customer Satisfaction, Prime Brokerage, Outlook, Telecommunications, Microsoft Office, Finance, Microsoft Word, PowerPoint
Education
Monmouth University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Monsignor Farrell High School 2004 — 2008
Stella Kapur's Oppenheimer & Co. Experience 1996 - 1997
Job Corporate Credit Ratings
Industry Financial Services
Experience
Standard & Poor's 2001 - 2010
Morgan Stanley 1997 - 1999
Oppenheimer & Co. 1996 - 1997
Bankers Trust 1994 - 1996
Skills
Equities, High Yield, Financial Modeling, Ratings, Fixed Income, Credit Analysis, Capital Markets
Education
Yale School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Mount Holyoke College
Bachelor of Arts (B.A.), Economics
Standard & Poor's 2001 - 2010
Morgan Stanley 1997 - 1999
Oppenheimer & Co. 1996 - 1997
Bankers Trust 1994 - 1996
Skills
Equities, High Yield, Financial Modeling, Ratings, Fixed Income, Credit Analysis, Capital Markets
Education
Yale School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Mount Holyoke College
Bachelor of Arts (B.A.), Economics
Matt Wagman's Oppenheimer & Co. Experience 1996 - 1999
Job CEO Park South Hospitality at Park South Hospitality
Industry Hospitality
Experience
Park South Hospitality January 2010 - Present
Oppenheimer & Co. 1996 - 1999
Nationsbank 1994 - 1996
Skills
Forecasting, Strategic Planning, Operations Management, Hospitality, Restaurants, Financial Analysis, Budgets
Education
Muhlenberg College 1984 — 1988
Bachelor of Science (BS), Finance, General
Park South Hospitality January 2010 - Present
Oppenheimer & Co. 1996 - 1999
Nationsbank 1994 - 1996
Skills
Forecasting, Strategic Planning, Operations Management, Hospitality, Restaurants, Financial Analysis, Budgets
Education
Muhlenberg College 1984 — 1988
Bachelor of Science (BS), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS