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,
Oppenheimer & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Oppenheimer & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Oppenheimer & Co. Salaries. You can even request information on how much does Oppenheimer & Co. pay if you want to. Learn about salaries, pros and cons of working for Oppenheimer & Co. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,536 Oppenheimer & Co. employees in database. Find out everything there's to know about Oppenheimer & Co. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Oppenheimer & Co. Employees
Employee
Years
Job
Industry
Cy MacKinnon Cy MacKinnon's Oppenheimer & Co. Experience June 1995 - March 1996
Job Managing Partner at MacKinnon Capital Partners
Industry Investment Management
Experience
MacKinnon Capital Partners LLC October 2011 - Present
Black River Asset Management April 2006 - September 2011
Credit Suisse June 2003 - February 2006
Lehman Brothers October 2000 - April 2002
Credit Suisse September 1998 - July 2000
Credit Suisse April 1996 - September 1998
Oppenheimer & Co. June 1995 - March 1996
Skills
Hedge Funds, Private Equity, Global Macro, Fixed Income, Portfolio Management, Investment Banking, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Capital Markets, Corporate Finance, Equities
Education
Princeton University 1991 — 1995
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 1993 — 1994
General Course, Economic History
MacKinnon Capital Partners LLC October 2011 - Present
Black River Asset Management April 2006 - September 2011
Credit Suisse June 2003 - February 2006
Lehman Brothers October 2000 - April 2002
Credit Suisse September 1998 - July 2000
Credit Suisse April 1996 - September 1998
Oppenheimer & Co. June 1995 - March 1996
Skills
Hedge Funds, Private Equity, Global Macro, Fixed Income, Portfolio Management, Investment Banking, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Capital Markets, Corporate Finance, Equities
Education
Princeton University 1991 — 1995
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 1993 — 1994
General Course, Economic History
Shane Leach Shane Leach's Oppenheimer & Co. Experience February 2012 - July 2012
Job Director of Trading | Operations Supervisor at Acorns
Industry Financial Services
Experience
Acorns June 2014 - Present
Wells Fargo Advisors July 2012 - June 2014
Oppenheimer & Co. February 2012 - July 2012
Skills
Sales, Customer Experience, Editing, Customer Acquisition, Banking, Essays, Creative Writing, Investments, Finance, Business Development, Portfolio Management, Mutual Funds, Variable Annuities, Insurance, Series 63, Financial Advisory, Venture Capital, Personal Banking, Stocks, Life Insurance, Mortgage Banking, Credit
Education
San Diego State University-California State University
BA, English Literature
Acorns June 2014 - Present
Wells Fargo Advisors July 2012 - June 2014
Oppenheimer & Co. February 2012 - July 2012
Skills
Sales, Customer Experience, Editing, Customer Acquisition, Banking, Essays, Creative Writing, Investments, Finance, Business Development, Portfolio Management, Mutual Funds, Variable Annuities, Insurance, Series 63, Financial Advisory, Venture Capital, Personal Banking, Stocks, Life Insurance, Mortgage Banking, Credit
Education
San Diego State University-California State University
BA, English Literature
Robert Barletta, MBA's Oppenheimer & Co. Experience March 2008 - December 2008
Job Shamrock Outdoor LLC
Industry Investment Banking
Experience
Times-Shamrock Outdoor July 2013 - Present
RB Properties LLC April 2011 - Present
Shamrock OutDoor LLC December 2010 - Present
LGS Acquisition Advisors October 2012 - February 2013
2011 MBA Student @ University of Scranton Kania School of Management February 2010 - July 2011
University of Scranton February 2010 - June 2011
Oppenheimer & Co. March 2008 - December 2008
UBS 2004 - 2008
UBS Investment Bank November 2006 - September 2007
UBS Investment Bank June 2004 - November 2006
Skills
Corporate Finance, Investment Banking, Private Equity, Capital Markets, Hedge Funds, Asset Managment, Corporate Development, Accounting, Valuation, Financial Modeling, Equities, LBO, Financial Analysis, Finance, Restructuring, IPO, Trading
Education
University of Scranton 2010 — 2011
MBA (Masters in Business Administration, Dual Concentration: Corporate Finance / Accounting
Penn State University 2001 — 2003
B.S., Business Administration/ Finance, Finance
Times-Shamrock Outdoor July 2013 - Present
RB Properties LLC April 2011 - Present
Shamrock OutDoor LLC December 2010 - Present
LGS Acquisition Advisors October 2012 - February 2013
2011 MBA Student @ University of Scranton Kania School of Management February 2010 - July 2011
University of Scranton February 2010 - June 2011
Oppenheimer & Co. March 2008 - December 2008
UBS 2004 - 2008
UBS Investment Bank November 2006 - September 2007
UBS Investment Bank June 2004 - November 2006
Skills
Corporate Finance, Investment Banking, Private Equity, Capital Markets, Hedge Funds, Asset Managment, Corporate Development, Accounting, Valuation, Financial Modeling, Equities, LBO, Financial Analysis, Finance, Restructuring, IPO, Trading
Education
University of Scranton 2010 — 2011
MBA (Masters in Business Administration, Dual Concentration: Corporate Finance / Accounting
Penn State University 2001 — 2003
B.S., Business Administration/ Finance, Finance
Alex Saf's Oppenheimer & Co. Experience June 2008 - August 2012
Job Credit Analyst at Cache Bank and Trust
Industry Financial Services
Experience
Cache Bank and Trust January 2015 - Present
Oppenheimer & Co. Inc. January 2013 - December 2014
Integra Financial Advisory Corp. May 2013 - August 2013
Oppenheimer & Co. June 2008 - August 2012
Skills
Strategic Financial..., Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Portfolio Management, Equity Research, Investment Banking, Capital Markets, Fixed Income, Economics, Financial Planning, Microsoft Office, Microsoft Excel
Education
Purdue University 2010 — 2014
Bachelor of Science (BS), Economics
Purdue University 2010 — 2014
Bachelor's degree, Economics
Cache Bank and Trust January 2015 - Present
Oppenheimer & Co. Inc. January 2013 - December 2014
Integra Financial Advisory Corp. May 2013 - August 2013
Oppenheimer & Co. June 2008 - August 2012
Skills
Strategic Financial..., Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Portfolio Management, Equity Research, Investment Banking, Capital Markets, Fixed Income, Economics, Financial Planning, Microsoft Office, Microsoft Excel
Education
Purdue University 2010 — 2014
Bachelor of Science (BS), Economics
Purdue University 2010 — 2014
Bachelor's degree, Economics
Samiha Erakat Samiha Erakat's Oppenheimer & Co. Experience September 2004 - December 2004
Job Department Sales Manager at Nordstrom
Industry Retail
Experience
Nordstrom September 2009 - April 2012
Nordstrom June 2007 - October 2009
Nordstrom October 2006 - June 2007
Oppenheimer & Co. September 2004 - December 2004
Skills
Visual Merchandising, Merchandising, Store Management, Retail, Retail Sales, Loss Prevention, Inventory Management, Store Operations, Fashion, Sales, Inventory Control, Assortment, Driving Results, Customer Service, Customer Retention, Customer Satisfaction, Retail Buying, Administrative Work, Highly detail oriented, Determination to Succeed, Organization, Leadership Development, Team Building, Hiring Employees, Job Coaching, Sales Management, Event Planning, Data Entry, Selling Skills, Cross Selling, Fashion History, Outstanding..., Motivated self-starter, Team Leadership, Office Administration
Education
San Francisco State University 2001 — 2005
Bachelor of Arts (B.A.), Business Communications
Nordstrom September 2009 - April 2012
Nordstrom June 2007 - October 2009
Nordstrom October 2006 - June 2007
Oppenheimer & Co. September 2004 - December 2004
Skills
Visual Merchandising, Merchandising, Store Management, Retail, Retail Sales, Loss Prevention, Inventory Management, Store Operations, Fashion, Sales, Inventory Control, Assortment, Driving Results, Customer Service, Customer Retention, Customer Satisfaction, Retail Buying, Administrative Work, Highly detail oriented, Determination to Succeed, Organization, Leadership Development, Team Building, Hiring Employees, Job Coaching, Sales Management, Event Planning, Data Entry, Selling Skills, Cross Selling, Fashion History, Outstanding..., Motivated self-starter, Team Leadership, Office Administration
Education
San Francisco State University 2001 — 2005
Bachelor of Arts (B.A.), Business Communications
Cliff Gilchrist Cliff Gilchrist's Oppenheimer & Co. Experience September 2011 - March 2013
Job Account Representative at Eastern Account System, Inc.
Industry Financial Services
Experience
Eastern Account System, Inc. April 2014 - Present
Bill's Landscape & Design April 2013 - March 2014
Oppenheimer & Co. September 2011 - March 2013
New Castle Youth Basketball Board of Directors November 2012 - February 2013
Madison Who's Who August 2011 - September 2011
Sirius XM Radio Inc. April 2011 - June 2011
SDF Management December 2010 - March 2011
JKB Daira Inc May 2010 - August 2010
Hotbed Entertainment May 2009 - December 2009
General Disarray Band January 2003 - March 2009
Skills
Entrepreneurship, Sales, Music, Series 7, Training, Event Planning, Time Management, Social Networking, Series 63, Editing
Education
State University of New York College at Purchase 2005 — 2009
Bachelors in Liberal Studies, Music Production, Business, New Media
Eastern Account System, Inc. April 2014 - Present
Bill's Landscape & Design April 2013 - March 2014
Oppenheimer & Co. September 2011 - March 2013
New Castle Youth Basketball Board of Directors November 2012 - February 2013
Madison Who's Who August 2011 - September 2011
Sirius XM Radio Inc. April 2011 - June 2011
SDF Management December 2010 - March 2011
JKB Daira Inc May 2010 - August 2010
Hotbed Entertainment May 2009 - December 2009
General Disarray Band January 2003 - March 2009
Skills
Entrepreneurship, Sales, Music, Series 7, Training, Event Planning, Time Management, Social Networking, Series 63, Editing
Education
State University of New York College at Purchase 2005 — 2009
Bachelors in Liberal Studies, Music Production, Business, New Media
Ben Atkinson Ben Atkinson's Oppenheimer & Co. Experience March 2012 - June 2013
Job Trading Assistant Institutional S&T
Industry Capital Markets
Experience
Mesirow Financial June 2013 - Present
Oppenheimer & Co. March 2012 - June 2013
Skills
Investments, Leadership, Asset Managment, Management, Time Management, Sales Operations
Education
Saint Bonaventure University
Mesirow Financial June 2013 - Present
Oppenheimer & Co. March 2012 - June 2013
Skills
Investments, Leadership, Asset Managment, Management, Time Management, Sales Operations
Education
Saint Bonaventure University
Adam Engelhardt, CIMA®, CRPC® Adam Engelhardt, CIMA®, CRPC®'s Oppenheimer & Co. Experience June 1996 - April 1997
Job Regional Vice President at New York Life & MainStay Investments
Industry Investment Management
Experience
Transamerica April 2013 - June 2014
AllianceBernstein September 2010 - January 2013
AllianceBernstein January 2003 - September 2010
AllianceBernstein January 2000 - December 2002
AllianceBernstein December 1998 - December 1999
AllianceBernstein April 1997 - November 1998
Oppenheimer & Co. June 1996 - April 1997
Skills
Market Evaluations, Goal Setting and..., Execute Company's..., Account Management and..., Team Development and..., Sales, Competitive Analysis, Entrepreneurship, Sales Operations, Alternative Investments, Mutual Funds, ETFs, Investments, Insurance, Finance, Investment Strategies, Asset Allocation, Series 7, Series 63, Series 24, Securities, Hedge Funds, Investment Advisory, Wealth Management, 401k, Investment Management, FINRA, Retirement Planning, Separately Managed...
Education
Rutgers University 1992 — 1996
Bachelor of Arts (B.A.)
Transamerica April 2013 - June 2014
AllianceBernstein September 2010 - January 2013
AllianceBernstein January 2003 - September 2010
AllianceBernstein January 2000 - December 2002
AllianceBernstein December 1998 - December 1999
AllianceBernstein April 1997 - November 1998
Oppenheimer & Co. June 1996 - April 1997
Skills
Market Evaluations, Goal Setting and..., Execute Company's..., Account Management and..., Team Development and..., Sales, Competitive Analysis, Entrepreneurship, Sales Operations, Alternative Investments, Mutual Funds, ETFs, Investments, Insurance, Finance, Investment Strategies, Asset Allocation, Series 7, Series 63, Series 24, Securities, Hedge Funds, Investment Advisory, Wealth Management, 401k, Investment Management, FINRA, Retirement Planning, Separately Managed...
Education
Rutgers University 1992 — 1996
Bachelor of Arts (B.A.)
Darshana Mehta, CFA Darshana Mehta, CFA's Oppenheimer & Co. Experience November 2010 - Present
Job Senior Director at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. November 2010 - Present
HSBC Global Asset Management (USA) Inc. 2003 - 2008
Northern Trust Global Advisors, Inc. September 2002 - May 2003
Morgan Stanley Dean Witter & Co 1997 - 2002
Morgan Stanley Asset Management August 1996 - December 1996
Bankers Trust Company, NYC 1991 - 1996
Skills
Critical Thinking, Equities, Due Diligence, Training, Investment Management, Analysis, CRM, Investments, Business Development, Microsoft Excel, Wealth Management, Leadership, Mutual Funds, Asset Managment, Program Management, Asset Management
Education
Rutgers Graduate School of Management 1988 — 1990
MBA
Rutgers University-New Brunswick 1982 — 1986
BA
Oppenheimer & Co. November 2010 - Present
HSBC Global Asset Management (USA) Inc. 2003 - 2008
Northern Trust Global Advisors, Inc. September 2002 - May 2003
Morgan Stanley Dean Witter & Co 1997 - 2002
Morgan Stanley Asset Management August 1996 - December 1996
Bankers Trust Company, NYC 1991 - 1996
Skills
Critical Thinking, Equities, Due Diligence, Training, Investment Management, Analysis, CRM, Investments, Business Development, Microsoft Excel, Wealth Management, Leadership, Mutual Funds, Asset Managment, Program Management, Asset Management
Education
Rutgers Graduate School of Management 1988 — 1990
MBA
Rutgers University-New Brunswick 1982 — 1986
BA
Danielle Mormino's Oppenheimer & Co. Experience January 2007 - October 2014
Job Pharmacy Technician at CVS Pharmacy
Industry Executive Office
Experience
CVS Pharmacy July 2015 - Present
Sharkeys Square December 2009 - Present
Oppenheimer & Co. January 2007 - October 2014
ACES Inc. June 2008 - June 2009
Staten Island Yankees May 2003 - October 2006
Skills
Executive..., Administrative..., Sports Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Photography, Media Relations, Advertising, Customer Service, Marketing, Research, Teamwork, Time Management, Social Networking, Facebook, Outlook, Data Entry, Social Media, Office Management, Marketing Communications, Editing, Telephone Skills, Market Research, Office Administration, Expense Reports, Event Planning, Event Management
Education
Ramapo College of New Jersey 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
CVS Pharmacy July 2015 - Present
Sharkeys Square December 2009 - Present
Oppenheimer & Co. January 2007 - October 2014
ACES Inc. June 2008 - June 2009
Staten Island Yankees May 2003 - October 2006
Skills
Executive..., Administrative..., Sports Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Photography, Media Relations, Advertising, Customer Service, Marketing, Research, Teamwork, Time Management, Social Networking, Facebook, Outlook, Data Entry, Social Media, Office Management, Marketing Communications, Editing, Telephone Skills, Market Research, Office Administration, Expense Reports, Event Planning, Event Management
Education
Ramapo College of New Jersey 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Peter Banta Peter Banta's Oppenheimer & Co. Experience May 2012 - September 2012
Job Client Support Representative at vXchnge
Industry Information Technology and Services
Experience
vXchnge April 2015 - Present
JLL August 2014 - April 2015
vXchnge 2015 - 2015
vXchnge 2015 - 2015
DTZ June 2013 - September 2013
Oppenheimer & Co. May 2012 - September 2012
Skills
Microsoft Excel, Calculus, PowerPoint, Microsoft Office, Microsoft Word, Management, Research, Investments, Social Networking, Leadership, Finance, B2B, Data Analysis, Data Entry
Education
Providence College 2010 — 2014
Bachelor's degree, Major: Mathematics Minor:Finance
vXchnge April 2015 - Present
JLL August 2014 - April 2015
vXchnge 2015 - 2015
vXchnge 2015 - 2015
DTZ June 2013 - September 2013
Oppenheimer & Co. May 2012 - September 2012
Skills
Microsoft Excel, Calculus, PowerPoint, Microsoft Office, Microsoft Word, Management, Research, Investments, Social Networking, Leadership, Finance, B2B, Data Analysis, Data Entry
Education
Providence College 2010 — 2014
Bachelor's degree, Major: Mathematics Minor:Finance
Jonathan T. Palan's Oppenheimer & Co. Experience 2003 - 2005
Job President and Co Founder at AutoFi
Industry Automotive
Experience
AutoFi December 2014 - Present
LendingHome Corporation April 2014 - Present
LC Advisors, a Lending Club Company August 2010 - January 2014
Sterne Agee May 2005 - August 2010
Oppenheimer & Co. 2003 - 2005
Skills
Consumer Lending, Asset Management, Asset Based Lending, ABS, Investments, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Structured Products, Financial Markets, Structured Finance, Funding, Private Placements, Investment Advisory, Bloomberg, Series 7, Series 63, Investment Strategies, Asset Managment, Venture Capital, Portfolio Management, Equities, Investment Banking, Private Equity, Financial Services, Finance
Education
Purdue University 1999 — 2003
BS, Economics
The Peddie School 1995 — 1999
AutoFi December 2014 - Present
LendingHome Corporation April 2014 - Present
LC Advisors, a Lending Club Company August 2010 - January 2014
Sterne Agee May 2005 - August 2010
Oppenheimer & Co. 2003 - 2005
Skills
Consumer Lending, Asset Management, Asset Based Lending, ABS, Investments, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Structured Products, Financial Markets, Structured Finance, Funding, Private Placements, Investment Advisory, Bloomberg, Series 7, Series 63, Investment Strategies, Asset Managment, Venture Capital, Portfolio Management, Equities, Investment Banking, Private Equity, Financial Services, Finance
Education
Purdue University 1999 — 2003
BS, Economics
The Peddie School 1995 — 1999
Dr. Stephen M Gibson ND's Oppenheimer & Co. Experience June 1990 - June 1995
Job Forex Academy Trader ACE Gazette Licensed Naturopath
Industry Alternative Medicine
Experience
NCAN SERVICES Independent Forex Trader February 2012 - Present
Naturopathic Counsel and Nutrition June 1998 - Present
Naturopathic Counsel & Nutrition June 1998 - Present
Charlotte Mecklenburg Schools June 2002 - May 2013
Oppenheimer & Co. June 1990 - June 1995
Lehman Brothers (Houston TX) March 1987 - June 1990
Skills
Listener, Naturopathy, Nutritional Counseling, Detoxification, Weight Loss, Entrepreneur, Relationship Cultivation, Published Author, High Qualified Educator, Search Engine..., Search Engine Marketing, Entrepreneurship, Non-profits, Small Business, Nutrition, Lifestyle, Fitness, Social Media, Supplements, Herbs, Fundraising, Microsoft Word, SEM, Sales, Inter-personal, Microsoft Office, Public Speaking, Healthcare, SEO, Management, Teaching, Training, Health, Holistic Health, Wellness, Business Development, Blogging, Social Networking, Research, Coaching, Educational Technology, Wellness Coaching, Alternative Medicine, Marketing Strategy, Online Advertising, Facebook, Advertising, Start-ups, Social Media Marketing, Email Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1978 — 1980
MBA, Economics
Duke University 1970 — 1974
BA, Economics
NCAN SERVICES Independent Forex Trader February 2012 - Present
Naturopathic Counsel and Nutrition June 1998 - Present
Naturopathic Counsel & Nutrition June 1998 - Present
Charlotte Mecklenburg Schools June 2002 - May 2013
Oppenheimer & Co. June 1990 - June 1995
Lehman Brothers (Houston TX) March 1987 - June 1990
Skills
Listener, Naturopathy, Nutritional Counseling, Detoxification, Weight Loss, Entrepreneur, Relationship Cultivation, Published Author, High Qualified Educator, Search Engine..., Search Engine Marketing, Entrepreneurship, Non-profits, Small Business, Nutrition, Lifestyle, Fitness, Social Media, Supplements, Herbs, Fundraising, Microsoft Word, SEM, Sales, Inter-personal, Microsoft Office, Public Speaking, Healthcare, SEO, Management, Teaching, Training, Health, Holistic Health, Wellness, Business Development, Blogging, Social Networking, Research, Coaching, Educational Technology, Wellness Coaching, Alternative Medicine, Marketing Strategy, Online Advertising, Facebook, Advertising, Start-ups, Social Media Marketing, Email Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1978 — 1980
MBA, Economics
Duke University 1970 — 1974
BA, Economics
Judy Rohan Judy Rohan's Oppenheimer & Co. Experience 1983 - 1984
Job
Industry Marketing and Advertising
Experience
Oppenheimer Capital 1987 - 1990
Oppenheimer Capital 1984 - 1987
Oppenheimer & Co. 1983 - 1984
Gordon Jewelry Corporation 1981 - 1983
Skills
Advertising, Marketing Communications, Social Media, Microsoft Office, Customer Service, Microsoft Word, Marketing Strategy, Microsoft Excel, Graphic Design, Media Planning, Public Relations, Integrated Marketing, Creative Direction, Creative Strategy, Marketing, Photoshop Elements, Creating decorating..., Sewing
Education
Sam Houston State University
BFA, Advertising
Oppenheimer Capital 1987 - 1990
Oppenheimer Capital 1984 - 1987
Oppenheimer & Co. 1983 - 1984
Gordon Jewelry Corporation 1981 - 1983
Skills
Advertising, Marketing Communications, Social Media, Microsoft Office, Customer Service, Microsoft Word, Marketing Strategy, Microsoft Excel, Graphic Design, Media Planning, Public Relations, Integrated Marketing, Creative Direction, Creative Strategy, Marketing, Photoshop Elements, Creating decorating..., Sewing
Education
Sam Houston State University
BFA, Advertising
Alex Wynne Alex Wynne's Oppenheimer & Co. Experience May 2011 - August 2011
Job Accounting Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services Accounting AnalystOrion Advisor ServicesAugust 2015 - Present
University of Nebraska at Omaha August 2011 - July 2015
Gavilon Group, LLC September 2014 - December 2014
Feltl and Company May 2013 - September 2013
Oppenheimer & Co. May 2011 - August 2011
Skills
Equity Research, Leadership, Market Research, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Social Networking
Education
University of Nebraska at Omaha 2011 — 2014
Bachelor of Science (BS), Business Finance, Banking, and Investment Science & Portfolio Management
Saint Mary's University of Minnesota 2010 — 2011
Orion Advisor Services Accounting AnalystOrion Advisor ServicesAugust 2015 - Present
University of Nebraska at Omaha August 2011 - July 2015
Gavilon Group, LLC September 2014 - December 2014
Feltl and Company May 2013 - September 2013
Oppenheimer & Co. May 2011 - August 2011
Skills
Equity Research, Leadership, Market Research, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Social Networking
Education
University of Nebraska at Omaha 2011 — 2014
Bachelor of Science (BS), Business Finance, Banking, and Investment Science & Portfolio Management
Saint Mary's University of Minnesota 2010 — 2011
Leslie Heard Leslie Heard's Oppenheimer & Co. Experience July 2005 - May 2013
Job Fincl Serv
Industry Financial Services
Experience
WmHeard Construction January 2014 - Present
Hand Made Jewelry May 1990 - Present
Oppenheimer & Co. July 2005 - May 2013
UBS February 2000 - July 2005
Prudential Secs Inc May 1988 - February 2000
Kidder, Peabody & Co Inc. August 1982 - May 1988
Skills
Financial Services, Sales, Asset Allocation, Insurance, Series 7, Series 63
Education
Pasadena City College
Associate of Arts (AA)
University of California, Los Angeles
WmHeard Construction January 2014 - Present
Hand Made Jewelry May 1990 - Present
Oppenheimer & Co. July 2005 - May 2013
UBS February 2000 - July 2005
Prudential Secs Inc May 1988 - February 2000
Kidder, Peabody & Co Inc. August 1982 - May 1988
Skills
Financial Services, Sales, Asset Allocation, Insurance, Series 7, Series 63
Education
Pasadena City College
Associate of Arts (AA)
University of California, Los Angeles
Eric Otterbein Eric Otterbein's Oppenheimer & Co. Experience January 2011 - May 2011
Job Analyst at Markov Processes International (MPI)
Industry Financial Services
Experience
Markov Processes International (MPI) June 2012 - Present
Langdon Ford Financial May 2011 - July 2011
Oppenheimer & Co. January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Training, CRM, Finance, Mutual Funds, Teamwork, Analysis, Data Entry, Financial Reporting, Risk Management, SQL, Salesforce.com, HTML, Banking, Leadership, Windows
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Finance
Markov Processes International (MPI) June 2012 - Present
Langdon Ford Financial May 2011 - July 2011
Oppenheimer & Co. January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Training, CRM, Finance, Mutual Funds, Teamwork, Analysis, Data Entry, Financial Reporting, Risk Management, SQL, Salesforce.com, HTML, Banking, Leadership, Windows
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Finance
Joseph Altobello's Oppenheimer & Co. Experience February 2000 - October 2014
Job Analyst at Raymond James
Industry Financial Services
Experience
Raymond James October 2014 - Present
Oppenheimer & Co. February 2000 - October 2014
Skills
Industry Analysis, Equity Research, Series 7, Bloomberg, Equities, Series 63, Financial Analysis, Research, Financial Modeling, Equity Valuation, Alternative Investments, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Valuation, Competitive Analysis, Investments
Education
Penn State University 1991 — 1995
Bachelor's degree, Finance
Raymond James October 2014 - Present
Oppenheimer & Co. February 2000 - October 2014
Skills
Industry Analysis, Equity Research, Series 7, Bloomberg, Equities, Series 63, Financial Analysis, Research, Financial Modeling, Equity Valuation, Alternative Investments, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Valuation, Competitive Analysis, Investments
Education
Penn State University 1991 — 1995
Bachelor's degree, Finance
Brett Goldstein's Oppenheimer & Co. Experience January 2003 - January 2009
Job Senior Vice President UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2009 - Present
Oppenheimer & Co. January 2003 - January 2009
CIBC World Markets October 1998 - January 2003
Education
Quinnipiac University
M.B.A., International Business
UBS Financial Services, Inc. February 2009 - Present
Oppenheimer & Co. January 2003 - January 2009
CIBC World Markets October 1998 - January 2003
Education
Quinnipiac University
M.B.A., International Business
Derek Svendsen Derek Svendsen's Oppenheimer & Co. Experience June 2010 - August 2010
Job J.D., Rutgers School of Law Newark
Industry Law Practice
Experience
Ginarte, O'Dwyer, Gonzalez, Gallardo & Winograd, LLP May 2014 - April 2015
Superior Court of New Jersey December 2013 - May 2014
Superior Court of New Jersey May 2013 - August 2013
Oppenheimer & Co. June 2010 - August 2010
Skills
Legal Writing, Legal Research, Document Drafting, Data Analysis, Public Speaking, Document Review, Litigation, Social Security Law, Microsoft Office, Administrative Law, Disability Law, Social Media, Social Media Marketing, Statistics, Microsoft Excel, PowerPoint, Research, Microsoft Word, Facebook, Social Networking, Event Planning, Matlab, Customer Service, Westlaw
Education
Rutgers University School of Law - Newark 2012 — 2015
Juris Doctor
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Ginarte, O'Dwyer, Gonzalez, Gallardo & Winograd, LLP May 2014 - April 2015
Superior Court of New Jersey December 2013 - May 2014
Superior Court of New Jersey May 2013 - August 2013
Oppenheimer & Co. June 2010 - August 2010
Skills
Legal Writing, Legal Research, Document Drafting, Data Analysis, Public Speaking, Document Review, Litigation, Social Security Law, Microsoft Office, Administrative Law, Disability Law, Social Media, Social Media Marketing, Statistics, Microsoft Excel, PowerPoint, Research, Microsoft Word, Facebook, Social Networking, Event Planning, Matlab, Customer Service, Westlaw
Education
Rutgers University School of Law - Newark 2012 — 2015
Juris Doctor
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Max Greenberg Max Greenberg's Oppenheimer & Co. Experience May 1986 - June 2001
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2001 - March 2013
Oppenheimer & Co. May 1986 - June 2001
Skills
Investments, Financial Advisory, Portfolio Management, Retirement Planning, Mutual Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies
Education
Princeton University 1972 — 1977
Masters, Physics
University of California, Berkeley
Bachelor's Degree, Physics, Phi Beta Kappa
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2001 - March 2013
Oppenheimer & Co. May 1986 - June 2001
Skills
Investments, Financial Advisory, Portfolio Management, Retirement Planning, Mutual Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies
Education
Princeton University 1972 — 1977
Masters, Physics
University of California, Berkeley
Bachelor's Degree, Physics, Phi Beta Kappa
Carlos M. Raimundo, CFP® Carlos M. Raimundo, CFP®'s Oppenheimer & Co. Experience July 1997 - July 2004
Job The Feldman Group, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2004 - Present
Oppenheimer & Co. July 1997 - July 2004
Education
Seton Hall University 1984 — 1993
MBA, Finance & Management
Rutgers, The State University of New Jersey-Newark 1979 — 1984
BA, Management & Finanace
East Side HS
East Side HS
East Side HS
UBS July 2004 - Present
Oppenheimer & Co. July 1997 - July 2004
Education
Seton Hall University 1984 — 1993
MBA, Finance & Management
Rutgers, The State University of New Jersey-Newark 1979 — 1984
BA, Management & Finanace
East Side HS
East Side HS
East Side HS
Kristen Colson Kristen Colson's Oppenheimer & Co. Experience June 2005 - April 2006
Job Inside Sales Representative at EPS Literacy and Intervention
Industry Publishing
Experience
EPS Literacy and Intervention December 2013 - Present
Vista Higher Learning December 2010 - December 2013
Vista Higher Learning August 2008 - December 2010
Vista Higher Learning August 2006 - August 2008
Oppenheimer & Co. June 2005 - April 2006
Skills
Salesforce.com, Content Management, Editing, Publishing, Sales Operations, Account Management, Microsoft Office, Internal Communications, Creative Problem Solving, Sales, Educational Technology, Data Analysis, Reporting & Analysis, Campaigns, Management, Marketing, CRM, Email Marketing, Social Media, Customer Service, Leadership, Lead Generation, Copy Editing, Marketing Communications, Inside Sales
Education
Providence College 2001 — 2005
Bachelor of Arts (BA), Spanish
Universidad de Salamanca 2003 — 2003
EPS Literacy and Intervention December 2013 - Present
Vista Higher Learning December 2010 - December 2013
Vista Higher Learning August 2008 - December 2010
Vista Higher Learning August 2006 - August 2008
Oppenheimer & Co. June 2005 - April 2006
Skills
Salesforce.com, Content Management, Editing, Publishing, Sales Operations, Account Management, Microsoft Office, Internal Communications, Creative Problem Solving, Sales, Educational Technology, Data Analysis, Reporting & Analysis, Campaigns, Management, Marketing, CRM, Email Marketing, Social Media, Customer Service, Leadership, Lead Generation, Copy Editing, Marketing Communications, Inside Sales
Education
Providence College 2001 — 2005
Bachelor of Arts (BA), Spanish
Universidad de Salamanca 2003 — 2003
Tom Lenze Tom Lenze's Oppenheimer & Co. Experience 1982 - 1989
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Morgan Stanley Smith Barney 1990 - 2012
Oppenheimer & Co. 1982 - 1989
Skills
Investments, Equities, Securities, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Investment Banking, Capital Markets, Retirement, Financial Modeling, Financial Services, Risk Management, Separately Managed..., ETFs, Corporate Finance, Venture Capital, 401k, Private Equity, IRAs, Due Diligence, Financial Analysis, Insurance, Investment Advisory
Education
Seattle University 1967 — 1971
BABA, Marketing
Wells Fargo Advisors, LLC September 2012 - Present
Morgan Stanley Smith Barney 1990 - 2012
Oppenheimer & Co. 1982 - 1989
Skills
Investments, Equities, Securities, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Investment Banking, Capital Markets, Retirement, Financial Modeling, Financial Services, Risk Management, Separately Managed..., ETFs, Corporate Finance, Venture Capital, 401k, Private Equity, IRAs, Due Diligence, Financial Analysis, Insurance, Investment Advisory
Education
Seattle University 1967 — 1971
BABA, Marketing
Brendan O'Rourke Brendan O'Rourke's Oppenheimer & Co. Experience June 2011 - September 2011
Job MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2012 - Present
Oppenheimer & Co. June 2011 - September 2011
Skills
Financial Modeling, Mutual Funds, Financial Analysis, Series 7, Securities, PowerPoint, Finance, Microsoft Excel, Equities, Investments, Fixed Income, Bonds
Education
Providence College 2008 — 2012
Bachelor of Science (BS), Finance
Westford Academy 2004 — 2008
MFS Investment Management July 2012 - Present
Oppenheimer & Co. June 2011 - September 2011
Skills
Financial Modeling, Mutual Funds, Financial Analysis, Series 7, Securities, PowerPoint, Finance, Microsoft Excel, Equities, Investments, Fixed Income, Bonds
Education
Providence College 2008 — 2012
Bachelor of Science (BS), Finance
Westford Academy 2004 — 2008
Nicole Franco's Oppenheimer & Co. Experience May 2013 - Present
Job Student
Industry Higher Education
Experience
Sarah Potempa Hairstyling Tools March 2014 - Present
Oppenheimer & Co. May 2013 - Present
Rutgers University September 2011 - Present
Park Hudson International July 2012 - August 2012
Marlboro Recreation June 2008 - August 2012
Skills
PowerPoint, Microsoft Office, Public Speaking, Higher Education, Microsoft Word, Microsoft Excel, Social Networking, Dance, Matlab, Research, Facebook, Public Relations, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies, Sophomore
Sarah Potempa Hairstyling Tools March 2014 - Present
Oppenheimer & Co. May 2013 - Present
Rutgers University September 2011 - Present
Park Hudson International July 2012 - August 2012
Marlboro Recreation June 2008 - August 2012
Skills
PowerPoint, Microsoft Office, Public Speaking, Higher Education, Microsoft Word, Microsoft Excel, Social Networking, Dance, Matlab, Research, Facebook, Public Relations, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies, Sophomore
Kelsey McNaughton Kelsey McNaughton's Oppenheimer & Co. Experience May 2013 - June 2013
Job Bloomingdale's b cafe
Industry Food & Beverages
Experience
Bloomingdale's October 2010 - April 2014
Oppenheimer & Co. May 2013 - June 2013
Skills
Customer Service, PowerPoint, Microsoft Excel, Human Resources, Data Entry, Retail
Education
Palm Beach State College 2009 — 2015
Business Administration and Management, General
Palm Beach Gardens High School 2004 — 2008
High School Diploma, Global Business
Bloomingdale's October 2010 - April 2014
Oppenheimer & Co. May 2013 - June 2013
Skills
Customer Service, PowerPoint, Microsoft Excel, Human Resources, Data Entry, Retail
Education
Palm Beach State College 2009 — 2015
Business Administration and Management, General
Palm Beach Gardens High School 2004 — 2008
High School Diploma, Global Business
Jesse Deutch Jesse Deutch's Oppenheimer & Co. Experience June 2008 - August 2008
Job Associate Vice President at Ariel Property Advisors
Industry Financial Services
Experience
Ariel Property Advisors January 2011 - Present
WeMac Ventures September 2010 - November 2010
Merrill Lynch June 2009 - August 2009
Oppenheimer & Co. June 2008 - August 2008
The Hain Celestial Group June 2007 - August 2007
MBF Clearing Corp. June 2005 - August 2005
Skills
Due Diligence, Sales, Real Estate Development, Property Management, Investment Banking, Research, Real Estate, Real Estate Economics, Investments, Real Estate Transactions, Microsoft Excel, Microsoft Office, Technical Analysis, Product Development, Financial Analysis, Brokerage
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, Engineering
Ariel Property Advisors January 2011 - Present
WeMac Ventures September 2010 - November 2010
Merrill Lynch June 2009 - August 2009
Oppenheimer & Co. June 2008 - August 2008
The Hain Celestial Group June 2007 - August 2007
MBF Clearing Corp. June 2005 - August 2005
Skills
Due Diligence, Sales, Real Estate Development, Property Management, Investment Banking, Research, Real Estate, Real Estate Economics, Investments, Real Estate Transactions, Microsoft Excel, Microsoft Office, Technical Analysis, Product Development, Financial Analysis, Brokerage
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, Engineering
Valerie Gootee Valerie Gootee's Oppenheimer & Co. Experience October 1982 - May 1997
Job Financial Professional
Industry Financial Services
Experience
Texas A&M University January 2013 - Present
Texas A&M AgriLife July 2009 - June 2011
Lighthouse Capital Management May 1997 - September 2008
Oppenheimer & Co. October 1982 - May 1997
Skills
Budgets, Business Planning, Customer Service, Access, Event Planning, Financial Analysis, Fixed Income, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Process Improvement, Series 7, Strategic Planning, Training
Education
South Houston High School Alumni 1966 — 1970
NHMCCD (Lone Star College)
San Jacinto College
Texas A&M University January 2013 - Present
Texas A&M AgriLife July 2009 - June 2011
Lighthouse Capital Management May 1997 - September 2008
Oppenheimer & Co. October 1982 - May 1997
Skills
Budgets, Business Planning, Customer Service, Access, Event Planning, Financial Analysis, Fixed Income, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Process Improvement, Series 7, Strategic Planning, Training
Education
South Houston High School Alumni 1966 — 1970
NHMCCD (Lone Star College)
San Jacinto College
Stacy Leutner's Oppenheimer & Co. Experience 2006 - 2008
Job Financial Advisor, Vice PresidentInvestments
Industry Investment Management
Experience
Merrill Lynch June 2010 - Present
Major Financial Institution August 2008 - July 2010
Oppenheimer & Co. 2006 - 2008
Harrah's Entertainment 2004 - 2006
Education
Saddleback College 1986 — 1989
Real Estate/Business Law
University of Oklahoma 1982 — 1986
BA, Business Management
Merrill Lynch June 2010 - Present
Major Financial Institution August 2008 - July 2010
Oppenheimer & Co. 2006 - 2008
Harrah's Entertainment 2004 - 2006
Education
Saddleback College 1986 — 1989
Real Estate/Business Law
University of Oklahoma 1982 — 1986
BA, Business Management
Greg Demas Greg Demas's Oppenheimer & Co. Experience January 2012 - June 2012
Job Associate at Blackbridge Capital
Industry Financial Services
Experience
Blackbridge Capital, LLC December 2014 - Present
Global Investment Renewable June 2012 - September 2012
Oppenheimer & Co. January 2012 - June 2012
Skills
Excel, Pivot Tables, Bloomberg Terminal, Microsoft Excel, Portfolio Management, Hedge Funds, Financial Modeling, Bloomberg, Corporate Finance, Valuation
Education
Providence College 2009 — 2013
Bachelor of Applied Science (BASc), Finance, General
Blackbridge Capital, LLC December 2014 - Present
Global Investment Renewable June 2012 - September 2012
Oppenheimer & Co. January 2012 - June 2012
Skills
Excel, Pivot Tables, Bloomberg Terminal, Microsoft Excel, Portfolio Management, Hedge Funds, Financial Modeling, Bloomberg, Corporate Finance, Valuation
Education
Providence College 2009 — 2013
Bachelor of Applied Science (BASc), Finance, General
Kevin Lui's Oppenheimer & Co. Experience June 2011 - August 2011
Job Global Markets Intelligence Senior Analyst at Ipreo
Industry Financial Services
Experience
Ipreo August 2012 - Present
Oppenheimer & Co. June 2011 - August 2011
First Investors Corporation June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, Investments, Microsoft Word, Analysis, Microsoft Office, PowerPoint, Access, Portfolio Management, Trading, Fixed Income
Education
Investment Banking Institute 2014 — 2014
Intensive financial modeling and valuation training
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BSc), Finance and Management (Double Major)
SUNY Stony Brook 2007 — 2008
Ipreo August 2012 - Present
Oppenheimer & Co. June 2011 - August 2011
First Investors Corporation June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, Investments, Microsoft Word, Analysis, Microsoft Office, PowerPoint, Access, Portfolio Management, Trading, Fixed Income
Education
Investment Banking Institute 2014 — 2014
Intensive financial modeling and valuation training
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BSc), Finance and Management (Double Major)
SUNY Stony Brook 2007 — 2008
Leon Vayntraub Leon Vayntraub's Oppenheimer & Co. Experience 2008 - 2008
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2013 - Present
Cantor Fitzgerald September 2011 - September 2013
Citigroup June 2010 - September 2011
Waller Capital 2009 - 2009
Oppenheimer & Co. 2008 - 2008
Skills
Financial Modeling, Business Valuation, Russian, Investment Banking, Valuation, Capital Markets, Capital IQ, Bloomberg, Corporate Finance, Private Equity, Equities, Bloomberg Terminal, Financial Analysis, DCF, LBO, Mergers, Equity Research, Due Diligence, Equity Valuation, Investments, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
B.S., Finance
Concord-Carlisle High School
Houlihan Lokey September 2013 - Present
Cantor Fitzgerald September 2011 - September 2013
Citigroup June 2010 - September 2011
Waller Capital 2009 - 2009
Oppenheimer & Co. 2008 - 2008
Skills
Financial Modeling, Business Valuation, Russian, Investment Banking, Valuation, Capital Markets, Capital IQ, Bloomberg, Corporate Finance, Private Equity, Equities, Bloomberg Terminal, Financial Analysis, DCF, LBO, Mergers, Equity Research, Due Diligence, Equity Valuation, Investments, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
B.S., Finance
Concord-Carlisle High School
Joseph Drake Ritchie Joseph Drake Ritchie's Oppenheimer & Co. Experience June 2009 - May 2011
Job at
Industry Financial Services
Experience
Drake Investment Options, RIA May 2011 - Present
Oppenheimer & Co. June 2009 - May 2011
Bank of America Merrill Lynch June 2007 - May 2009
Skills
Series 7, Investments, Finance, Mutual Funds, Asset Allocation, Financial Analysis, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Options, Strategic Financial..., Investment Advisory, Equities, Securities
Education
Rockhurst University 1999 — 2003
john f. kennedy
Drake Investment Options, RIA May 2011 - Present
Oppenheimer & Co. June 2009 - May 2011
Bank of America Merrill Lynch June 2007 - May 2009
Skills
Series 7, Investments, Finance, Mutual Funds, Asset Allocation, Financial Analysis, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Options, Strategic Financial..., Investment Advisory, Equities, Securities
Education
Rockhurst University 1999 — 2003
john f. kennedy
Nathan Laffoon's Oppenheimer & Co. Experience 1985 - 1986
Job immediate past president, board of trustees at Harbor Springs Library
Industry Marketing and Advertising
Experience
Harbor Springs Library March 2011 - Present
on-line productions inc 1993 - Present
Harbor Capital 2007 - 2013
Smith Barney April 1989 - August 1991
Drexel Burnham Lambert April 1987 - April 1989
Oppenheimer & Co. 1985 - 1986
Education
Rollins College 1967 — 1971
BA, Eng Lit, Philosophy of Religion
Harbor Springs Library March 2011 - Present
on-line productions inc 1993 - Present
Harbor Capital 2007 - 2013
Smith Barney April 1989 - August 1991
Drexel Burnham Lambert April 1987 - April 1989
Oppenheimer & Co. 1985 - 1986
Education
Rollins College 1967 — 1971
BA, Eng Lit, Philosophy of Religion
Anthony Katic Anthony Katic's Oppenheimer & Co. Experience June 2012 - August 2012
Job Internal Auditor and Tennis Coach
Industry Sports
Experience
Hasbrouck Heights High Schl August 2015 - Present
Kearny Federal Savings Bank May 2013 - Present
Adidas Tennis Camp, Monmouth University July 2011 - Present
Summit Financial Resources, Inc. April 2013 - June 2014
Oppenheimer & Co. June 2012 - August 2012
Seton Hall University January 2010 - January 2011
A.K. Electric January 2006 - January 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Customer Service, Financial Analysis, Public Speaking, Teamwork, English, Investments, Time Management, Market Research, Leadership
Education
Seton Hall University 2010 — 2014
Finance, 3.8/4.0
Hasbrouck Heights High Schl August 2015 - Present
Kearny Federal Savings Bank May 2013 - Present
Adidas Tennis Camp, Monmouth University July 2011 - Present
Summit Financial Resources, Inc. April 2013 - June 2014
Oppenheimer & Co. June 2012 - August 2012
Seton Hall University January 2010 - January 2011
A.K. Electric January 2006 - January 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Customer Service, Financial Analysis, Public Speaking, Teamwork, English, Investments, Time Management, Market Research, Leadership
Education
Seton Hall University 2010 — 2014
Finance, 3.8/4.0
Kathryn Such's Oppenheimer & Co. Experience December 2009 - October 2012
Job Executive Assistant at Amazon
Industry Financial Services
Experience
Amazon October 2012 - Present
Oppenheimer & Co. December 2009 - October 2012
UBS May 2003 - July 2009
Skills
Series 7, series 66, Alternative Investments, Asset Allocation, Investment Strategies, Uniform Combined State..., Wealth Management
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Business Administration, Financial Planning and Services, 3.4
Amazon October 2012 - Present
Oppenheimer & Co. December 2009 - October 2012
UBS May 2003 - July 2009
Skills
Series 7, series 66, Alternative Investments, Asset Allocation, Investment Strategies, Uniform Combined State..., Wealth Management
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Business Administration, Financial Planning and Services, 3.4
Brian O'Mahony Brian O'Mahony's Oppenheimer & Co. Experience April 2012 - August 2013
Job Football Coach Varsity (Linebackers / Offensive Line) at St. Monica Catholic High School
Industry Construction
Experience
Monroe Construction August 2013 - Present
St. Monica Catholic High School March 2014 - Present
St. Monica Catholic High School 2010 - March 2014
Oppenheimer & Co. April 2012 - August 2013
Busby's West August 2006 - November 2012
St. Monica Catholic High School June 2011 - April 2012
Bulldog Construction February 2010 - December 2010
Busby's West September 2006 - March 2008
American Golf Corporation 2007 - 2008
Monroe Construction July 2005 - September 2006
Skills
Public Speaking, Microsoft Excel, Forecasting, Microsoft Word, Budgets, Financial Reporting, Research, Accounting, Microsoft Office, PowerPoint, Social Media, Event Management, Event Planning, Social Networking, Time Management
Education
University of California, Los Angeles 2008 — 2010
Construction Management
San Diego State University-California State University 1999 — 2005
B.S., Accounting
Crespi Carmelite High School
Monroe Construction August 2013 - Present
St. Monica Catholic High School March 2014 - Present
St. Monica Catholic High School 2010 - March 2014
Oppenheimer & Co. April 2012 - August 2013
Busby's West August 2006 - November 2012
St. Monica Catholic High School June 2011 - April 2012
Bulldog Construction February 2010 - December 2010
Busby's West September 2006 - March 2008
American Golf Corporation 2007 - 2008
Monroe Construction July 2005 - September 2006
Skills
Public Speaking, Microsoft Excel, Forecasting, Microsoft Word, Budgets, Financial Reporting, Research, Accounting, Microsoft Office, PowerPoint, Social Media, Event Management, Event Planning, Social Networking, Time Management
Education
University of California, Los Angeles 2008 — 2010
Construction Management
San Diego State University-California State University 1999 — 2005
B.S., Accounting
Crespi Carmelite High School
Deborah Gerewitz Deborah Gerewitz's Oppenheimer & Co. Experience July 2012 - February 2015
Job Healthcare Investment Banking Associate at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. February 2015 - Present
Oppenheimer & Co. July 2012 - February 2015
Oppenheimer & Co. Inc. July 2010 - July 2012
Deloitte Financial Advisory Services July 2008 - July 2010
Education
Rutgers University-New Brunswick 2004 — 2008
B.S., Finance, Art Hstory
Raymond James Financial, Inc. February 2015 - Present
Oppenheimer & Co. July 2012 - February 2015
Oppenheimer & Co. Inc. July 2010 - July 2012
Deloitte Financial Advisory Services July 2008 - July 2010
Education
Rutgers University-New Brunswick 2004 — 2008
B.S., Finance, Art Hstory
Anthony Vella Anthony Vella's Oppenheimer & Co. Experience December 2004 - January 2005
Job Supervisor/Ops Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch March 2011 - June 2012
Merrill Lynch October 2007 - March 2011
Asset Inventories May 2005 - September 2005
Oppenheimer & Co. December 2004 - January 2005
Skills
Microsoft Office..., NASDAQ Workstation..., OCS, DTCC Smart Search, ARCA Web Book, Fed Wire Processing..., Equities, CRM, Options, Fixed Income, Securities, Trading, Workstations, Management, Lync Server 2010, FED, Hedge Funds, PowerPoint, Books, Account Reconciliation, Outlook, FINRA, Microsoft Excel, Accounting, Access, Accounts Payable, Middle Office
Education
Penn State University 2003 — 2007
Bachelor of Science, Economics
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch March 2011 - June 2012
Merrill Lynch October 2007 - March 2011
Asset Inventories May 2005 - September 2005
Oppenheimer & Co. December 2004 - January 2005
Skills
Microsoft Office..., NASDAQ Workstation..., OCS, DTCC Smart Search, ARCA Web Book, Fed Wire Processing..., Equities, CRM, Options, Fixed Income, Securities, Trading, Workstations, Management, Lync Server 2010, FED, Hedge Funds, PowerPoint, Books, Account Reconciliation, Outlook, FINRA, Microsoft Excel, Accounting, Access, Accounts Payable, Middle Office
Education
Penn State University 2003 — 2007
Bachelor of Science, Economics
Michael Farley MBA Michael Farley MBA's Oppenheimer & Co. Experience October 2006 - May 2008
Job Chief Revenue Officer at Private Jet Services
Industry Airlines/Aviation
Experience
Private Jet Services September 2015 - Present
Sentient Jet April 2010 - August 2015
Spanish National Lacrosse Team July 2008 - August 2012
TOSS LLC 2008 - 2011
ORION Trading April 2009 - April 2010
Oppenheimer & Co. October 2006 - May 2008
Skills
Strategy, Analysis, CRM, New Business Development, Business Development, Strategic Partnerships, Sales, Sales Management, Partnerships, Negotiation, Management, Direct Sales, Sales Process, Due Diligence, Athletics, Entrepreneurship, Partnership Development, Competitive Intelligence, Capital Markets, Able To Work Under..., Fortune 500, Business Relationship..., Equities, Consulting, Account Management, Selling Skills, Partner Management, Lead Generation, Infrastructure, Networking Events, Partnership Building, Financial Analysis, Attention To Detail, Team Leadership, Closing Deals, Closing Skills, Pitching, Hedge Funds, Client Relationship..., Partner Relationships, Relationship Cultivation, Corporate Partnerships, Customer Relations, Entrepreneur, Strategy Development, Genuine, doesn't brown-nose;..., doesn't freak out over..., Business Strategy, Finance
Education
St. Peter's Preparatory
Providence College
MBA, Finance Capital Markets
Providence College
BS, Psychology
The Lawrenceville School
Post-graduate
Private Jet Services September 2015 - Present
Sentient Jet April 2010 - August 2015
Spanish National Lacrosse Team July 2008 - August 2012
TOSS LLC 2008 - 2011
ORION Trading April 2009 - April 2010
Oppenheimer & Co. October 2006 - May 2008
Skills
Strategy, Analysis, CRM, New Business Development, Business Development, Strategic Partnerships, Sales, Sales Management, Partnerships, Negotiation, Management, Direct Sales, Sales Process, Due Diligence, Athletics, Entrepreneurship, Partnership Development, Competitive Intelligence, Capital Markets, Able To Work Under..., Fortune 500, Business Relationship..., Equities, Consulting, Account Management, Selling Skills, Partner Management, Lead Generation, Infrastructure, Networking Events, Partnership Building, Financial Analysis, Attention To Detail, Team Leadership, Closing Deals, Closing Skills, Pitching, Hedge Funds, Client Relationship..., Partner Relationships, Relationship Cultivation, Corporate Partnerships, Customer Relations, Entrepreneur, Strategy Development, Genuine, doesn't brown-nose;..., doesn't freak out over..., Business Strategy, Finance
Education
St. Peter's Preparatory
Providence College
MBA, Finance Capital Markets
Providence College
BS, Psychology
The Lawrenceville School
Post-graduate
Tom Linker's Oppenheimer & Co. Experience May 2003 - December 2004
Job Trader at Schottenfeld
Industry Financial Services
Experience
Schottenfeld April 2015 - Present
Chimera Securities November 2010 - April 2015
Madison Proprietary Trading November 2007 - November 2010
JPMorgan Chase December 2005 - January 2007
Morgan Stanley December 2004 - August 2005
Oppenheimer & Co. May 2003 - December 2004
Education
Rollins College 1998 — 2002
Anthropology
Schottenfeld April 2015 - Present
Chimera Securities November 2010 - April 2015
Madison Proprietary Trading November 2007 - November 2010
JPMorgan Chase December 2005 - January 2007
Morgan Stanley December 2004 - August 2005
Oppenheimer & Co. May 2003 - December 2004
Education
Rollins College 1998 — 2002
Anthropology
Jessica (Jessica Rivera) Qualter Jessica (Jessica Rivera) Qualter's Oppenheimer & Co. Experience January 2004 - June 2005
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan June 2005 - April 2014
Oppenheimer & Co. January 2004 - June 2005
Law Office of Gary Weeks September 2002 - December 2003
Weil Gotshal and Manges February 2001 - September 2002
Skills
Valuation, Fixed Income, Securitization, ABS, CMBS, Capital Markets, Equities, Investment Banking, Derivatives, Securities, Financial Modeling, MBS, Project Management
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
J.P. Morgan May 2014 - Present
J.P. Morgan June 2005 - April 2014
Oppenheimer & Co. January 2004 - June 2005
Law Office of Gary Weeks September 2002 - December 2003
Weil Gotshal and Manges February 2001 - September 2002
Skills
Valuation, Fixed Income, Securitization, ABS, CMBS, Capital Markets, Equities, Investment Banking, Derivatives, Securities, Financial Modeling, MBS, Project Management
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Vincent Saponar's Oppenheimer & Co. Experience March 1994 - August 1996
Job Manager, Financial Services Risk and Regulatory Advisory at PricewaterhouseCoopers LLP
Industry Capital Markets
Experience
National Leaders in Regulatory Risk & Process Improvement Operations January 2013 - December 2013
RBS Markets & International Banking 2010 - 2012
Webnet Products LLC January 2009 - December 2010
CIBC World Markets 2007 - 2009
CIBC World Markets 1996 - 2006
Oppenheimer & Co. March 1994 - August 1996
Citi March 1993 - March 1994
New York Stock Exchange June 1987 - March 1993
Skills
Risk Management, Financial Services, Finance, Capital Markets, Equities, Financial Risk, Management, Securities, Managerial Finance, Fixed Income, Investment Banking, Derivatives, Team Building, Internal Controls, Business Strategy, Process Improvement, Banking, Financial Analysis, Change Management, Operational Risk..., Management Consulting, Financial Modeling, Project Management, Settlement, FINRA, Asset Management, Analysis, Governance, Leadership, Back Office, Asset Managment, Operations Management, Middle Office, Internal Audit, Compliance, Risk Operations, Regulatory Requirements, Operating Budgets, G/L Reconciliations, Process Control, Regulatory Capital, Regulatory Policy, Outsourcing, Cross-functional Team..., Operational Risk, Broker-Dealer Compliance, Broker-Dealer Operations
Education
Purdue University 2013 — 2013
LSS Green Belt, Engineering
Iona College 1983 — 1987
Bachelor, Business Administration, Finance/Economics
National Leaders in Regulatory Risk & Process Improvement Operations January 2013 - December 2013
RBS Markets & International Banking 2010 - 2012
Webnet Products LLC January 2009 - December 2010
CIBC World Markets 2007 - 2009
CIBC World Markets 1996 - 2006
Oppenheimer & Co. March 1994 - August 1996
Citi March 1993 - March 1994
New York Stock Exchange June 1987 - March 1993
Skills
Risk Management, Financial Services, Finance, Capital Markets, Equities, Financial Risk, Management, Securities, Managerial Finance, Fixed Income, Investment Banking, Derivatives, Team Building, Internal Controls, Business Strategy, Process Improvement, Banking, Financial Analysis, Change Management, Operational Risk..., Management Consulting, Financial Modeling, Project Management, Settlement, FINRA, Asset Management, Analysis, Governance, Leadership, Back Office, Asset Managment, Operations Management, Middle Office, Internal Audit, Compliance, Risk Operations, Regulatory Requirements, Operating Budgets, G/L Reconciliations, Process Control, Regulatory Capital, Regulatory Policy, Outsourcing, Cross-functional Team..., Operational Risk, Broker-Dealer Compliance, Broker-Dealer Operations
Education
Purdue University 2013 — 2013
LSS Green Belt, Engineering
Iona College 1983 — 1987
Bachelor, Business Administration, Finance/Economics
Bob Wass Bob Wass's Oppenheimer & Co. Experience 1980 - 2003
Job Senior Vice President Portfolio Manager
Industry Investment Management
Experience
Investments 2003 - Present
bob wass racing 2000 - Present
Oppenheimer & Co. 1980 - 2003
Skills
Asset Allocation, Wealth Management, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Hedge Funds, Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Financial Advisory, Investment Strategies, Equities, Retirement, Fixed Income, ETFs, Trading, Private Equity, Capital Markets, Financial Analysis, Equity Research, Financial Planning, Foreign Investment, Foreign Currency, Endowment Funds, Gifting Strategies, Private Foundations, Philanthropy, Bonds, Municipal Bonds, Tax Free Income, Securities, Financial Markets, Wealth Management..., Financial Modeling
Education
San Francisco Art Institute
MFA, Filmmaking
University of Wisconsin
Economics & Urban Studies
Glenbard West
Investments 2003 - Present
bob wass racing 2000 - Present
Oppenheimer & Co. 1980 - 2003
Skills
Asset Allocation, Wealth Management, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Hedge Funds, Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Financial Advisory, Investment Strategies, Equities, Retirement, Fixed Income, ETFs, Trading, Private Equity, Capital Markets, Financial Analysis, Equity Research, Financial Planning, Foreign Investment, Foreign Currency, Endowment Funds, Gifting Strategies, Private Foundations, Philanthropy, Bonds, Municipal Bonds, Tax Free Income, Securities, Financial Markets, Wealth Management..., Financial Modeling
Education
San Francisco Art Institute
MFA, Filmmaking
University of Wisconsin
Economics & Urban Studies
Glenbard West
Ruby Ngoc Pham Ruby Ngoc Pham's Oppenheimer & Co. Experience September 2011 - December 2011
Job Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers September 2015 - Present
Providence College School of Business May 2013 - May 2015
Dassault Systemes November 2012 - May 2013
Rhode Island Student Loan Authority September 2012 - November 2012
Oppenheimer & Co. September 2011 - December 2011
Vietcombank June 2011 - August 2011
Techcombank (TCB) June 2009 - August 2009
Skills
Financial Analysis, Accounting, Creative Problem Solving, Data Analysis, Critical Thinking, Time Management, Strategic Planning, Teamwork, Highly detail oriented, Research, Public Speaking, Statistics, Customer Oriented, Passion for Helping..., Access, Mentoring, Cultural Sensitivity, Event Planning, Finance, Social Media, Management, Investments
Education
CFA Institute
Passed Level I of the CFA Program (June 2014)
Providence College 2013 — 2015
Master of Business Administration (MBA), Accounting & Finance
Providence College 2008 — 2012
Bachelor of Science (BS), Finance and Business Administration
PricewaterhouseCoopers September 2015 - Present
Providence College School of Business May 2013 - May 2015
Dassault Systemes November 2012 - May 2013
Rhode Island Student Loan Authority September 2012 - November 2012
Oppenheimer & Co. September 2011 - December 2011
Vietcombank June 2011 - August 2011
Techcombank (TCB) June 2009 - August 2009
Skills
Financial Analysis, Accounting, Creative Problem Solving, Data Analysis, Critical Thinking, Time Management, Strategic Planning, Teamwork, Highly detail oriented, Research, Public Speaking, Statistics, Customer Oriented, Passion for Helping..., Access, Mentoring, Cultural Sensitivity, Event Planning, Finance, Social Media, Management, Investments
Education
CFA Institute
Passed Level I of the CFA Program (June 2014)
Providence College 2013 — 2015
Master of Business Administration (MBA), Accounting & Finance
Providence College 2008 — 2012
Bachelor of Science (BS), Finance and Business Administration
Tania Castillo Tania Castillo's Oppenheimer & Co. Experience January 2007 - April 2008
Job Seeking an Administrative Assistant opportunity with a great firm.
Industry Financial Services
Experience
Cantor Fitzgerald April 2008 - February 2013
Oppenheimer & Co. January 2007 - April 2008
Skills
Capital Markets, Pricing, Financial Markets, Finance, Analysis, Administrative Work, Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Internet Explorer, Outlook, Fixed Income, ACATS, Waitressing, Series 63, Securities, Sales, Options
Education
Queensborough Community College 2000 — 2002
Associates Degree of Liberal Arts and Science, Nursing
Cantor Fitzgerald April 2008 - February 2013
Oppenheimer & Co. January 2007 - April 2008
Skills
Capital Markets, Pricing, Financial Markets, Finance, Analysis, Administrative Work, Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Internet Explorer, Outlook, Fixed Income, ACATS, Waitressing, Series 63, Securities, Sales, Options
Education
Queensborough Community College 2000 — 2002
Associates Degree of Liberal Arts and Science, Nursing
Angela Pandaleno's Oppenheimer & Co. Experience January 2011 - November 2014
Job Investment Adviser Compliance Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC November 2014 - Present
Oppenheimer & Co. January 2011 - November 2014
Wells Fargo Advisors, LLC June 2007 - December 2010
Morgan Stanley May 2006 - May 2007
Skills
Series 7, Investments, Securities, Financial Services, Series 63, Wealth Management, Customer Service, Leadership, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Investment Advisory, Investment Banking, Management, Microsoft Office, Mutual Funds, Sales
Education
Penn State University 2002 — 2006
Business, Management & Marketing
Janney Montgomery Scott LLC November 2014 - Present
Oppenheimer & Co. January 2011 - November 2014
Wells Fargo Advisors, LLC June 2007 - December 2010
Morgan Stanley May 2006 - May 2007
Skills
Series 7, Investments, Securities, Financial Services, Series 63, Wealth Management, Customer Service, Leadership, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Investment Advisory, Investment Banking, Management, Microsoft Office, Mutual Funds, Sales
Education
Penn State University 2002 — 2006
Business, Management & Marketing
Greg McCabe, CMFC, MBA Greg McCabe, CMFC, MBA's Oppenheimer & Co. Experience August 2005 - January 2006
Job AVP, Exchange Traded Funds Product Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch April 2013 - September 2014
Invesco Ltd. / Morgan Stanley January 2006 - November 2011
Oppenheimer & Co. August 2005 - January 2006
Atlas Trading August 2004 - May 2005
Wachovia Securities December 2002 - August 2004
Wachovia Bank June 2000 - December 2002
Skills
Mutual Funds, Investments, Hedge Funds, Series 7, Alternative Investments, Fixed Income, Customer Relations, Financial Markets, Securities, Trading, Investment Strategies, ETFs, Equities, Asset Management, Asset Allocation, Key Account Management, Account Management, Product Management, Product Development, Management Consulting, Communication Skills, Marketing Communications, Customer Service, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Global Business, Financial Instruments & Markets
Providence College 1997 — 2001
Bachelor of Science, Finance, French
Merrill Lynch September 2014 - Present
Merrill Lynch April 2013 - September 2014
Invesco Ltd. / Morgan Stanley January 2006 - November 2011
Oppenheimer & Co. August 2005 - January 2006
Atlas Trading August 2004 - May 2005
Wachovia Securities December 2002 - August 2004
Wachovia Bank June 2000 - December 2002
Skills
Mutual Funds, Investments, Hedge Funds, Series 7, Alternative Investments, Fixed Income, Customer Relations, Financial Markets, Securities, Trading, Investment Strategies, ETFs, Equities, Asset Management, Asset Allocation, Key Account Management, Account Management, Product Management, Product Development, Management Consulting, Communication Skills, Marketing Communications, Customer Service, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Global Business, Financial Instruments & Markets
Providence College 1997 — 2001
Bachelor of Science, Finance, French
Helene Levitt Helene Levitt's Oppenheimer & Co. Experience 1982 - 1986
Job Director of Driver Education at Locust Valley High School
Industry Accounting
Experience
Locust Valley High School October 2014 - Present
LI DDSO February 2012 - Present
Locust Valley Central School District SEPTA//CPC 2003 - 2011
Drexel Burnham Lambert 1987 - March 1989
Wall Street Clearing Company 1986 - 1987
Oppenheimer & Co. 1982 - 1986
Oppenheim, Appel, Dixon, & Co, CPA's 1977 - 1982
Skills
Budgets, Management, Fundraising
Education
OPWDD Trainings 2011 — 2013
Queens College 1974 — 1977
BA, Accounting
Locust Valley High School October 2014 - Present
LI DDSO February 2012 - Present
Locust Valley Central School District SEPTA//CPC 2003 - 2011
Drexel Burnham Lambert 1987 - March 1989
Wall Street Clearing Company 1986 - 1987
Oppenheimer & Co. 1982 - 1986
Oppenheim, Appel, Dixon, & Co, CPA's 1977 - 1982
Skills
Budgets, Management, Fundraising
Education
OPWDD Trainings 2011 — 2013
Queens College 1974 — 1977
BA, Accounting
Justin M. Kusy Justin M. Kusy's Oppenheimer & Co. Experience August 2007 - October 2008
Job Compliance Analyst Officer at State Street
Industry Capital Markets
Experience
State Street July 2014 - Present
State Street July 2013 - Present
State Street January 2012 - July 2013
State Street November 2009 - January 2012
Oppenheimer & Co. August 2007 - October 2008
Filene's May 2005 - February 2006
Skills
Series 63, Financial Risk, Enterprise Risk..., Financial Analysis, Securities Regulation, Financial Reporting, Investments, Risk Assessment, Securities, Financial Services, Database Queries, Reporting & Analysis, Management, Stress Testing, CRM, Trading, Options, FX Options, Bonds, Mutual Funds, Bloomberg, ETFs, Asset Allocation, Asset Management, Financial Modeling, Retirement Planning, Portfolio Management, Insurance, Analysis
Education
Saint Michael's College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Boston College High School 1999 — 2003
State Street July 2014 - Present
State Street July 2013 - Present
State Street January 2012 - July 2013
State Street November 2009 - January 2012
Oppenheimer & Co. August 2007 - October 2008
Filene's May 2005 - February 2006
Skills
Series 63, Financial Risk, Enterprise Risk..., Financial Analysis, Securities Regulation, Financial Reporting, Investments, Risk Assessment, Securities, Financial Services, Database Queries, Reporting & Analysis, Management, Stress Testing, CRM, Trading, Options, FX Options, Bonds, Mutual Funds, Bloomberg, ETFs, Asset Allocation, Asset Management, Financial Modeling, Retirement Planning, Portfolio Management, Insurance, Analysis
Education
Saint Michael's College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Boston College High School 1999 — 2003
Chip Johnson's Oppenheimer & Co. Experience February 2012 - November 2013
Job President/CEO
Industry Environmental Services
Experience
J3 Advanced Engineering Technology November 2013 - Present
Florida Aquarium August 2008 - Present
Oppenheimer & Co. February 2012 - November 2013
Seafarer Exploration Corporation December 2010 - September 2011
Dermal Life, LLC October 2009 - December 2010
minSURG International March 2009 - October 2009
GunnAllen Financial June 1988 - March 2009
Skills
Strategic Financial..., Investments, Portfolio Management, Investment Banking, Business Development, Strategic Planning, Venture Capital, Mergers & Acquisitions, Finance, Private Equity, Business Strategy, Insurance, Financial Services, Asset Management, Start-ups
Education
Saint Leo University 1986 — 1988
BA, Business Management/Finance
St. Leo College 1985 — 1987
Bachelor of Science (BS), Business Management/Finance
J3 Advanced Engineering Technology November 2013 - Present
Florida Aquarium August 2008 - Present
Oppenheimer & Co. February 2012 - November 2013
Seafarer Exploration Corporation December 2010 - September 2011
Dermal Life, LLC October 2009 - December 2010
minSURG International March 2009 - October 2009
GunnAllen Financial June 1988 - March 2009
Skills
Strategic Financial..., Investments, Portfolio Management, Investment Banking, Business Development, Strategic Planning, Venture Capital, Mergers & Acquisitions, Finance, Private Equity, Business Strategy, Insurance, Financial Services, Asset Management, Start-ups
Education
Saint Leo University 1986 — 1988
BA, Business Management/Finance
St. Leo College 1985 — 1987
Bachelor of Science (BS), Business Management/Finance
Vincent Pernice Vincent Pernice's Oppenheimer & Co. Experience August 2011 - February 2013
Job Operational Reporting Supervisor at OTG Management
Industry Food & Beverages
Experience
OTG Management February 2013 - Present
Oppenheimer & Co. August 2011 - February 2013
Acorn Financial Services May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Accounting, Customer Service, Financial Modeling, Investments, Sales, Time Management, Marketing Strategy, Mutual Funds, Financial Services, Budgets, Analysis, Forecasting
Education
Providence College 2007 — 2011
B.S., Finance
Providence College 2007 — 2011
Bachelor of Science, Finance
Don Bosco Preparatory High School 2003 — 2007
OTG Management February 2013 - Present
Oppenheimer & Co. August 2011 - February 2013
Acorn Financial Services May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Accounting, Customer Service, Financial Modeling, Investments, Sales, Time Management, Marketing Strategy, Mutual Funds, Financial Services, Budgets, Analysis, Forecasting
Education
Providence College 2007 — 2011
B.S., Finance
Providence College 2007 — 2011
Bachelor of Science, Finance
Don Bosco Preparatory High School 2003 — 2007
Mack Ackerman Mack Ackerman's Oppenheimer & Co. Experience January 2013 - May 2013
Job Researcher at Rutgers University
Industry International Trade and Development
Experience
Rutgers University June 2014 - Present
Eagleton Center for Public Interest Polling January 2014 - January 2015
Oppenheimer & Co. January 2013 - May 2013
Sanborn Western Camps/Colorado Outdoor Education Center June 2010 - August 2010
Skills
Data Analysis, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Outlook, Access, Time Management, Data Entry, Critical Thinking, Analysis, Leadership, Research
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Environmental and Business Economics
Rutgers University June 2014 - Present
Eagleton Center for Public Interest Polling January 2014 - January 2015
Oppenheimer & Co. January 2013 - May 2013
Sanborn Western Camps/Colorado Outdoor Education Center June 2010 - August 2010
Skills
Data Analysis, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Outlook, Access, Time Management, Data Entry, Critical Thinking, Analysis, Leadership, Research
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Environmental and Business Economics
Sheila Doherty Sheila Doherty's Oppenheimer & Co. Experience January 2010 - May 2010
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2012 - Present
Putnam Investments September 2010 - March 2012
Oppenheimer & Co. January 2010 - May 2010
Skills
Series 6, Series 7, Series 63, Series 66, Mutual Funds, Marketing Strategy, Separately Managed..., Sales, Alternative Investments, Asset Allocation, Morningstar, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Marketing, Finance
Eaton Vance March 2012 - Present
Putnam Investments September 2010 - March 2012
Oppenheimer & Co. January 2010 - May 2010
Skills
Series 6, Series 7, Series 63, Series 66, Mutual Funds, Marketing Strategy, Separately Managed..., Sales, Alternative Investments, Asset Allocation, Morningstar, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Marketing, Finance
Stephan Savin Stephan Savin's Oppenheimer & Co. Experience January 2013 - April 2013
Job Summer Financial Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2015 - Present
Merrill Lynch December 2014 - March 2015
Merrill Lynch September 2014 - December 2014
Laidlaw & Company UK Ltd. February 2014 - September 2014
Joseph Gunnar & Co, LLC September 2013 - December 2013
Pace University September 2013 - December 2013
Oppenheimer & Co. January 2013 - April 2013
Skills
Social Media, Leadership, Skilled Communicator, Entrepreneurship, Investments, Microsoft Office, HTML, Study Skills, Time Management, Market Research, Bloomberg Terminal, Equities, Microsoft Word, Communication, Finance, PowerPoint, Microsoft Excel
Education
Pace University - Lubin School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Barclays Investment Bank May 2015 - Present
Merrill Lynch December 2014 - March 2015
Merrill Lynch September 2014 - December 2014
Laidlaw & Company UK Ltd. February 2014 - September 2014
Joseph Gunnar & Co, LLC September 2013 - December 2013
Pace University September 2013 - December 2013
Oppenheimer & Co. January 2013 - April 2013
Skills
Social Media, Leadership, Skilled Communicator, Entrepreneurship, Investments, Microsoft Office, HTML, Study Skills, Time Management, Market Research, Bloomberg Terminal, Equities, Microsoft Word, Communication, Finance, PowerPoint, Microsoft Excel
Education
Pace University - Lubin School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Katie Klein Katie Klein's Oppenheimer & Co. Experience September 2011 - June 2012
Job Project Manager at Publicis
Industry Marketing and Advertising
Experience
Publicis May 2014 - Present
Cobalt Automotive Marketing September 2013 - May 2014
TMP Worldwide June 2012 - September 2013
TMP Worldwide June 2012 - March 2013
Oppenheimer & Co. September 2011 - June 2012
Pyramid Communications June 2009 - September 2009
Skills
Social Media, Customer Service, Public Speaking, Research, Social Media Marketing, PowerPoint, Microsoft Excel, Outlook, Teamwork, Microsoft Office, Advertising, Microsoft Word, Marketing, B2B Marketing, Cross-functional Team..., Management, Public Relations, SEO, Project Management, Digital Marketing, Account Management, Strategic Planning, Marketing Communications, Integrated Marketing
Education
Seattle Pacific University - School of Business and Economics 2008 — 2012
Bachelor of Arts, Economics
Publicis May 2014 - Present
Cobalt Automotive Marketing September 2013 - May 2014
TMP Worldwide June 2012 - September 2013
TMP Worldwide June 2012 - March 2013
Oppenheimer & Co. September 2011 - June 2012
Pyramid Communications June 2009 - September 2009
Skills
Social Media, Customer Service, Public Speaking, Research, Social Media Marketing, PowerPoint, Microsoft Excel, Outlook, Teamwork, Microsoft Office, Advertising, Microsoft Word, Marketing, B2B Marketing, Cross-functional Team..., Management, Public Relations, SEO, Project Management, Digital Marketing, Account Management, Strategic Planning, Marketing Communications, Integrated Marketing
Education
Seattle Pacific University - School of Business and Economics 2008 — 2012
Bachelor of Arts, Economics
Jennifer Paglia Jennifer Paglia's Oppenheimer & Co. Experience June 2008 - November 2011
Job Institutional Account Services Associate at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management August 2015 - Present
Lazard Asset Management December 2011 - Present
Oppenheimer & Co. June 2008 - November 2011
Oppenheimer & Co. January 2008 - June 2008
Morgan Stanley Smith Barney September 2007 - December 2007
Skills
Series 7, Series 63, Equities, Mutual Funds, Morningstar, Bloomberg, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Retirement Planning, Financial Services, Asset Allocation, Securities, Asset Management, Trading, Options, Finance, Investment Banking, Financial Advisory, Alternative Investments, FINRA, Bonds, Uniform Combined State...
Education
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science, Business Administration: Finance
Ramsey High School 2000 — 2004
Lazard Asset Management August 2015 - Present
Lazard Asset Management December 2011 - Present
Oppenheimer & Co. June 2008 - November 2011
Oppenheimer & Co. January 2008 - June 2008
Morgan Stanley Smith Barney September 2007 - December 2007
Skills
Series 7, Series 63, Equities, Mutual Funds, Morningstar, Bloomberg, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Retirement Planning, Financial Services, Asset Allocation, Securities, Asset Management, Trading, Options, Finance, Investment Banking, Financial Advisory, Alternative Investments, FINRA, Bonds, Uniform Combined State...
Education
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science, Business Administration: Finance
Ramsey High School 2000 — 2004
Don Evanko's Oppenheimer & Co. Experience September 2011 - December 2011
Job Sales at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters August 2014 - Present
Thomson Reuters March 2014 - July 2014
Thomson Reuters September 2013 - February 2014
Providence College Office of Career Services September 2011 - May 2013
GE Capital May 2012 - August 2012
Oppenheimer & Co. September 2011 - December 2011
Covidien May 2011 - August 2011
Racebrook Country Club May 2008 - August 2011
Skills
Financial Accounting, Microsoft Excel, Analysis, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Financial Modeling, Accounting, Outlook, SAP, Managerial Finance
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance
Università Cattolica del Sacro Cuore 2011 — 2012
Finance, Study Abroad
Fairfield College Preparatory School 2005 — 2009
Thomson Reuters August 2014 - Present
Thomson Reuters March 2014 - July 2014
Thomson Reuters September 2013 - February 2014
Providence College Office of Career Services September 2011 - May 2013
GE Capital May 2012 - August 2012
Oppenheimer & Co. September 2011 - December 2011
Covidien May 2011 - August 2011
Racebrook Country Club May 2008 - August 2011
Skills
Financial Accounting, Microsoft Excel, Analysis, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Financial Modeling, Accounting, Outlook, SAP, Managerial Finance
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance
Università Cattolica del Sacro Cuore 2011 — 2012
Finance, Study Abroad
Fairfield College Preparatory School 2005 — 2009
Andrew Khoury Andrew Khoury's Oppenheimer & Co. Experience January 2013 - May 2013
Job Junior Media Associate (ESPN) at Starcom Mediavest Group
Industry Marketing and Advertising
Experience
Starcom Mediavest Group September 2015 - Present
Sudler & Hennessey June 2015 - August 2015
Seton Hall Men's Basketball August 2013 - May 2015
The National Society of Collegiate Scholars August 2013 - May 2015
Marketing & Recruiting Initiative- Leadership Development Honors Program May 2013 - May 2015
CR Bard June 2014 - August 2014
MD On-Line June 2013 - August 2013
Oppenheimer & Co. January 2013 - May 2013
Vector Marketing June 2012 - August 2012
Skills
PowerPoint, Access, Time Management, Leadership, Research, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Client Services, Accounting, Facebook, Twitter, Instagram, Klout, Social Media, Social Networking, Leadership Development, Finance, Sales, Teamwork
Education
Seton Hall University 2011 — 2015
Bachelor's Degree, Marketing and Finance
St. Joseph by the Sea High School 2007 — 2011
Advanced Regents Diploma
Starcom Mediavest Group September 2015 - Present
Sudler & Hennessey June 2015 - August 2015
Seton Hall Men's Basketball August 2013 - May 2015
The National Society of Collegiate Scholars August 2013 - May 2015
Marketing & Recruiting Initiative- Leadership Development Honors Program May 2013 - May 2015
CR Bard June 2014 - August 2014
MD On-Line June 2013 - August 2013
Oppenheimer & Co. January 2013 - May 2013
Vector Marketing June 2012 - August 2012
Skills
PowerPoint, Access, Time Management, Leadership, Research, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Client Services, Accounting, Facebook, Twitter, Instagram, Klout, Social Media, Social Networking, Leadership Development, Finance, Sales, Teamwork
Education
Seton Hall University 2011 — 2015
Bachelor's Degree, Marketing and Finance
St. Joseph by the Sea High School 2007 — 2011
Advanced Regents Diploma
Justin Algarin Justin Algarin's Oppenheimer & Co. Experience August 2007 - August 2010
Job Human Resources Business Partner
Industry Human Resources
Experience
The Hartford June 2014 - Present
The Hartford June 2012 - June 2014
Carrier Corporation May 2011 - August 2011
Oppenheimer & Co. August 2007 - August 2010
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Human Resources Management/Personnel Administration, General
Quinnipiac University - School of Business 2003 — 2007
Bachelor's degree, Economics
The Hartford June 2014 - Present
The Hartford June 2012 - June 2014
Carrier Corporation May 2011 - August 2011
Oppenheimer & Co. August 2007 - August 2010
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Human Resources Management/Personnel Administration, General
Quinnipiac University - School of Business 2003 — 2007
Bachelor's degree, Economics
Catherine Allyn Cobb's Oppenheimer & Co. Experience 2011 - November 2012
Job Catherine Cobb
Industry Design
Experience
West & Cobb Interiors November 2014 - Present
Mrs Howard November 2013 - November 2014
Oppenheimer & Co. 2011 - November 2012
Getty Images 2003 - 2008
Blue Man Group 1997 - 2001
Skills
Interior Design, AutoCAD, Photography, Series 7, Series 66, Microsoft Excel, QuickBooks
Education
Yale University 1999 — 2002
MFA, Photography
Parsons School of Design 1996 — 1999
BFA, photography
The University of Georgia 1992 — 1996
art
The Westminster Schools 1978 — 1992
West & Cobb Interiors November 2014 - Present
Mrs Howard November 2013 - November 2014
Oppenheimer & Co. 2011 - November 2012
Getty Images 2003 - 2008
Blue Man Group 1997 - 2001
Skills
Interior Design, AutoCAD, Photography, Series 7, Series 66, Microsoft Excel, QuickBooks
Education
Yale University 1999 — 2002
MFA, Photography
Parsons School of Design 1996 — 1999
BFA, photography
The University of Georgia 1992 — 1996
art
The Westminster Schools 1978 — 1992
David Pakula David Pakula's Oppenheimer & Co. Experience May 2007 - August 2008
Job Financial modeler, equity and fixed income forecaster, researcher, writer, programmer, investment analyst
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard January 2011 - December 2012
Vanguard June 2009 - December 2010
Oppenheimer & Co. May 2007 - August 2008
Skills
Investments, Mutual Funds, Capital Markets, Financial Analysis, VBA, SAS, Bloomberg Terminal, Access, Matlab, Parallel Computing, STATA, SQL, R (still learning), C++ (still learning), Datastream, Fixed Income, Portfolio Management, Finance, Financial Modeling, Equities, Bloomberg, Microsoft Excel, EViews, Valuation, Data Analysis, Investment Strategies, Analysis, Financial Services, FRB/US, Asset Management, Options, Asset Allocation, Risk Management, Leadership, Economics, Derivatives, Mergers & Acquisitions, Securities, Hedge Funds, Due Diligence
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Vanguard January 2013 - Present
Vanguard January 2011 - December 2012
Vanguard June 2009 - December 2010
Oppenheimer & Co. May 2007 - August 2008
Skills
Investments, Mutual Funds, Capital Markets, Financial Analysis, VBA, SAS, Bloomberg Terminal, Access, Matlab, Parallel Computing, STATA, SQL, R (still learning), C++ (still learning), Datastream, Fixed Income, Portfolio Management, Finance, Financial Modeling, Equities, Bloomberg, Microsoft Excel, EViews, Valuation, Data Analysis, Investment Strategies, Analysis, Financial Services, FRB/US, Asset Management, Options, Asset Allocation, Risk Management, Leadership, Economics, Derivatives, Mergers & Acquisitions, Securities, Hedge Funds, Due Diligence
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Gregory Martucci Gregory Martucci's Oppenheimer & Co. Experience September 2009 - September 2013
Job Staff Accountant at Marsh & McLennan Companies
Industry Accounting
Experience
Marsh & McLennan Companies, Inc. September 2013 - Present
Oppenheimer & Co. September 2009 - September 2013
Skills
General Ledger, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Internal Audit, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, DTC, Euroclear, Spreadsheets, Bloomberg Terminal, Claims Handling, Inventory Analysis, Settlement, Financial Analysis, Bookkeeping, Securities, Fixed Income, Bonds, Journal Entries, Essbase, Financial Statements, Hyperion Enterprise, Financial Reporting, US GAAP, Pivot Tables, Smartview, FDM
Education
Rider University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Marsh & McLennan Companies, Inc. September 2013 - Present
Oppenheimer & Co. September 2009 - September 2013
Skills
General Ledger, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Internal Audit, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, DTC, Euroclear, Spreadsheets, Bloomberg Terminal, Claims Handling, Inventory Analysis, Settlement, Financial Analysis, Bookkeeping, Securities, Fixed Income, Bonds, Journal Entries, Essbase, Financial Statements, Hyperion Enterprise, Financial Reporting, US GAAP, Pivot Tables, Smartview, FDM
Education
Rider University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Frank Ascone Frank Ascone's Oppenheimer & Co. Experience December 2007 - July 2008
Job Information Architect at DefinedLogic
Industry Marketing and Advertising
Experience
Atlantic Coast Media Group November 2009 - January 2012
Cantor Fitzgerald 2009 - 2010
Ernst & Young July 2008 - January 2009
Oppenheimer & Co. December 2007 - July 2008
CIBC World Markets September 2000 - December 2007
UBS January 1996 - September 2001
JPMorgan August 1992 - August 1997
Skills
Print, Advertising, Production, Creative Development, Graphic Design, Creative Direction, Direct Marketing, Creative Services, Retail, Art Direction, Graphics, Photography, Direct Mail, Packaging, Online Marketing, Illustrator, Art, PPC, Web Design, Corporate Identity, Vendor, Photoshop, Print Production, Delivering Projects, Assertiveness, Email Marketing, User Interface Design, Reliability, User Experience, Brand Development, Adobe Creative Suite, Corporate Branding, Interaction Design, Content Management, Digital Strategy, Web Analytics, Branding & Identity, Information Architecture, User Experience Design, Digital Media, Website Development, Digital Marketing
Education
School of Visual Arts 1989 — 1993
BFA, Graphic Design
William Paterson University of New Jersey 1988 — 1990
Communications
Atlantic Coast Media Group November 2009 - January 2012
Cantor Fitzgerald 2009 - 2010
Ernst & Young July 2008 - January 2009
Oppenheimer & Co. December 2007 - July 2008
CIBC World Markets September 2000 - December 2007
UBS January 1996 - September 2001
JPMorgan August 1992 - August 1997
Skills
Print, Advertising, Production, Creative Development, Graphic Design, Creative Direction, Direct Marketing, Creative Services, Retail, Art Direction, Graphics, Photography, Direct Mail, Packaging, Online Marketing, Illustrator, Art, PPC, Web Design, Corporate Identity, Vendor, Photoshop, Print Production, Delivering Projects, Assertiveness, Email Marketing, User Interface Design, Reliability, User Experience, Brand Development, Adobe Creative Suite, Corporate Branding, Interaction Design, Content Management, Digital Strategy, Web Analytics, Branding & Identity, Information Architecture, User Experience Design, Digital Media, Website Development, Digital Marketing
Education
School of Visual Arts 1989 — 1993
BFA, Graphic Design
William Paterson University of New Jersey 1988 — 1990
Communications
Bill Flounoy Bill Flounoy's Oppenheimer & Co. Experience June 1998 - Present
Job Vice President at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 1998 - Present
Court Livingston Schermerhorn BID 2009 - 2014
Josephthal & Co. June 1996 - June 1998
Skills
Business Development, Strategic Planning, Financial Analysis, Asset Managment, Community Outreach, Commercial Insurance, Health Insurance, Retirement Planning, Estate Planning, Real Estate Development, Economic Development, Transportation Planning, Asset Management, Finance, Project Management, Small Business, Mergers & Acquisitions, Sales, Public Speaking, Leadership, Social Media, Editing, Management
Education
Rutgers University-New Brunswick 1978 — 1980
bachelors, computer science
Oppenheimer & Co. June 1998 - Present
Court Livingston Schermerhorn BID 2009 - 2014
Josephthal & Co. June 1996 - June 1998
Skills
Business Development, Strategic Planning, Financial Analysis, Asset Managment, Community Outreach, Commercial Insurance, Health Insurance, Retirement Planning, Estate Planning, Real Estate Development, Economic Development, Transportation Planning, Asset Management, Finance, Project Management, Small Business, Mergers & Acquisitions, Sales, Public Speaking, Leadership, Social Media, Editing, Management
Education
Rutgers University-New Brunswick 1978 — 1980
bachelors, computer science
Elizabeth D'Aliso Elizabeth D'Aliso's Oppenheimer & Co. Experience July 2011 - August 2011
Job Merchandise Assistant at The Gilt Groupe
Industry Marketing and Advertising
Experience
Gilt.com October 2014 - Present
Gilt Groupe March 2014 - March 2014
Ralph Lauren June 2013 - August 2013
Wells Fargo Advisors June 2012 - July 2012
Oppenheimer & Co. July 2011 - August 2011
The Bee Botique June 2008 - July 2008
Skills
Microsoft Excel, Sales, Retail, Merchandising, Analysis, Finance, Research, Portfolio Management, Facebook, Process Scheduler, Social Media Marketing, Social Media, Leadership
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Marketing
Villa Walsh Academy 2006 — 2010
Gilt.com October 2014 - Present
Gilt Groupe March 2014 - March 2014
Ralph Lauren June 2013 - August 2013
Wells Fargo Advisors June 2012 - July 2012
Oppenheimer & Co. July 2011 - August 2011
The Bee Botique June 2008 - July 2008
Skills
Microsoft Excel, Sales, Retail, Merchandising, Analysis, Finance, Research, Portfolio Management, Facebook, Process Scheduler, Social Media Marketing, Social Media, Leadership
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Marketing
Villa Walsh Academy 2006 — 2010
Gabrielle Bellini's Oppenheimer & Co. Experience September 2012 - November 2013
Job Staff Accountant at Bruner/Cott
Industry Accounting
Experience
Bruner/Cott June 2014 - Present
Oppenheimer & Co. September 2012 - November 2013
Legacy Financial Group, LLC/MassMutual September 2011 - May 2012
GAB Associates Insurance Brokerage Inc 2007 - 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Outlook, Customer Service, Access, Facebook, Financial Analysis, Social Media, Social Networking, Microsoft Excel, Microsoft Word, Retirement, Accounting, Insurance, Investments, Mutual Funds, Finance, Bloomberg, Financial Modeling, Recruiting
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.), Finance
Saint Dominic High School 2004 — 2008
Bruner/Cott June 2014 - Present
Oppenheimer & Co. September 2012 - November 2013
Legacy Financial Group, LLC/MassMutual September 2011 - May 2012
GAB Associates Insurance Brokerage Inc 2007 - 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Outlook, Customer Service, Access, Facebook, Financial Analysis, Social Media, Social Networking, Microsoft Excel, Microsoft Word, Retirement, Accounting, Insurance, Investments, Mutual Funds, Finance, Bloomberg, Financial Modeling, Recruiting
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.), Finance
Saint Dominic High School 2004 — 2008
Ari Wald, CFA, CMT Ari Wald, CFA, CMT's Oppenheimer & Co. Experience March 2014 - Present
Job Head of Technical Analysis, Institutional Portfolio Strategy at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. March 2014 - Present
Wolfe Research August 2013 - March 2014
The PrinceRidge Group October 2012 - June 2013
Brown Brothers Harriman September 2004 - September 2012
ATR, Inc. June 2004 - August 2004
Brown Brothers Harriman January 2004 - April 2004
Skills
Technical Analysis, Market Research, Trading Psychology, Equity Indices, Momentum Trading, Market Timing, Equity Research, Chartered Financial..., Equity Research Analysis, Behavioral Finance, Tactical Asset..., Long/Short Equity, Portfolio Management, ETFs, Bloomberg, Investment Strategies, Commodity, Risk Management, Equity Trading, Macroeconomics, Analysis, Fixed Income, Series 7, Equities, Options, Foreign Exchange, Trading, Asset Allocation, Trading Strategies, Financial Markets, Equity Valuation, Capital Markets, Bonds, Global Macro
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Statistics
Oppenheimer & Co. March 2014 - Present
Wolfe Research August 2013 - March 2014
The PrinceRidge Group October 2012 - June 2013
Brown Brothers Harriman September 2004 - September 2012
ATR, Inc. June 2004 - August 2004
Brown Brothers Harriman January 2004 - April 2004
Skills
Technical Analysis, Market Research, Trading Psychology, Equity Indices, Momentum Trading, Market Timing, Equity Research, Chartered Financial..., Equity Research Analysis, Behavioral Finance, Tactical Asset..., Long/Short Equity, Portfolio Management, ETFs, Bloomberg, Investment Strategies, Commodity, Risk Management, Equity Trading, Macroeconomics, Analysis, Fixed Income, Series 7, Equities, Options, Foreign Exchange, Trading, Asset Allocation, Trading Strategies, Financial Markets, Equity Valuation, Capital Markets, Bonds, Global Macro
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Statistics
Megan Cassell Megan Cassell's Oppenheimer & Co. Experience 2006 - 2008
Job Assistant Operations Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2012 - Present
Morgan Stanley Private Wealth Management March 2011 - May 2012
Morgan Stanley Smith Barney January 2008 - March 2011
Oppenheimer & Co. 2006 - 2008
BrownCo / JP Morgan 2004 - 2006
Education
Salem State College
Bachelor of Science, Communications
UBS Financial Services, Inc. May 2012 - Present
Morgan Stanley Private Wealth Management March 2011 - May 2012
Morgan Stanley Smith Barney January 2008 - March 2011
Oppenheimer & Co. 2006 - 2008
BrownCo / JP Morgan 2004 - 2006
Education
Salem State College
Bachelor of Science, Communications
Avani Vyas Avani Vyas's Oppenheimer & Co. Experience September 2010 - December 2010
Job SEO Manager at ConvergeDirect
Industry Executive Office
Experience
ConvergeDirect May 2015 - Present
ConvergeDirect June 2013 - May 2015
Conductor, Inc. November 2012 - May 2013
Conductor, Inc. August 2012 - May 2013
SaaShr / A Kronos Company June 2012 - August 2012
SaaShr / A Kronos Company August 2011 - August 2012
Rutgers New Brunswick Computing Services May 2009 - May 2011
Oppenheimer & Co. September 2010 - December 2010
Kohl's Department Stores June 2010 - August 2010
Skills
Market Research, Business Development, Marketing Strategy, Business Planning, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Analysis, Sales, Cloud Computing, SQL, Conductor Searchlight, Customer Service, Salesforce.com, SEO, SaaS, CRM, Teamwork, Google Analytics, Google Adwords, Omniture, Strategy, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts, Economics & Communications
ConvergeDirect May 2015 - Present
ConvergeDirect June 2013 - May 2015
Conductor, Inc. November 2012 - May 2013
Conductor, Inc. August 2012 - May 2013
SaaShr / A Kronos Company June 2012 - August 2012
SaaShr / A Kronos Company August 2011 - August 2012
Rutgers New Brunswick Computing Services May 2009 - May 2011
Oppenheimer & Co. September 2010 - December 2010
Kohl's Department Stores June 2010 - August 2010
Skills
Market Research, Business Development, Marketing Strategy, Business Planning, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Analysis, Sales, Cloud Computing, SQL, Conductor Searchlight, Customer Service, Salesforce.com, SEO, SaaS, CRM, Teamwork, Google Analytics, Google Adwords, Omniture, Strategy, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts, Economics & Communications
Alex Khalil Alex Khalil's Oppenheimer & Co. Experience September 1994 - September 1995
Job Principal at Vantage Capital Management
Industry Capital Markets
Experience
Vantage Capital Management December 2008 - Present
Sungard October 2001 - January 2009
Millennium Partners August 1997 - August 1998
Oppenheimer & Co. September 1994 - September 1995
Skills
Trading Systems, Trading Strategies, Institutional, Hedge Funds, Asset Management, Portfolio Management, Trading, Options, Equities, Risk Management, Investment Strategies, Bloomberg, Derivatives, Securities, Negotiation, Business Strategy, Hedging, Financial Analysis, Series 7, Strategic Planning, Excel, Financial Markets, Proprietary Trading, Electronic Trading, Technical Analysis, Investments, Alternative Investments, Managed Futures, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Rutgers University 1990 — 1994
Economics
Vantage Capital Management December 2008 - Present
Sungard October 2001 - January 2009
Millennium Partners August 1997 - August 1998
Oppenheimer & Co. September 1994 - September 1995
Skills
Trading Systems, Trading Strategies, Institutional, Hedge Funds, Asset Management, Portfolio Management, Trading, Options, Equities, Risk Management, Investment Strategies, Bloomberg, Derivatives, Securities, Negotiation, Business Strategy, Hedging, Financial Analysis, Series 7, Strategic Planning, Excel, Financial Markets, Proprietary Trading, Electronic Trading, Technical Analysis, Investments, Alternative Investments, Managed Futures, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Rutgers University 1990 — 1994
Economics
Emily Majewski Emily Majewski's Oppenheimer & Co. Experience November 2012 - February 2015
Job Marketing Associate at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors March 2015 - Present
Oppenheimer & Co. November 2012 - February 2015
Hamlyn Senior Marketing October 2011 - November 2012
Philadelphia Business Journal May 2011 - September 2011
Skills
Event Planning, Event Management, Copywriting, Press Releases, Sponsorship, Direct Mail, Advertising, Marketing, Facebook, Social Media, Marketing Strategy, Social Media Marketing, Public Relations, Marketing Communications, Public Speaking, Strategic Planning, Email Marketing, Management, Sales, Newsletters, PowerPoint, Social Networking, Training
Education
West Chester University of Pennsylvania 2007 — 2011
BS, Communications
Richmond, The American International University in London 2010 — 2010
Communications
Lenox Advisors March 2015 - Present
Oppenheimer & Co. November 2012 - February 2015
Hamlyn Senior Marketing October 2011 - November 2012
Philadelphia Business Journal May 2011 - September 2011
Skills
Event Planning, Event Management, Copywriting, Press Releases, Sponsorship, Direct Mail, Advertising, Marketing, Facebook, Social Media, Marketing Strategy, Social Media Marketing, Public Relations, Marketing Communications, Public Speaking, Strategic Planning, Email Marketing, Management, Sales, Newsletters, PowerPoint, Social Networking, Training
Education
West Chester University of Pennsylvania 2007 — 2011
BS, Communications
Richmond, The American International University in London 2010 — 2010
Communications
Brendan Bowen Brendan Bowen's Oppenheimer & Co. Experience July 2007 - June 2008
Job Finance Accountant at SFX Entertainment, Inc.
Industry Financial Services
Experience
SFX Entertainment, Inc. May 2014 - Present
National Securities June 2012 - February 2014
Brigantine Advisors October 2011 - June 2012
Dermott W. Clancy Corop. August 2010 - December 2011
Villagre Corner LLC July 2008 - September 2010
Oppenheimer & Co. July 2007 - June 2008
Bear Wagner Specialists May 2005 - December 2006
LaBranche & Co. May 2003 - September 2004
Skills
Account Management, Accounting, Accounts Payable, Tour Accounting, Equities, Bloomberg, Valuation, Equity Research, Securities, Equity Trading, Production Management, Settlement, Revenue Analysis, Revenue Forecasting, Account Reconciliation, Financial Accounting, Accounts Receivable, Project Finance, Financial Analysis, Analytical Skills, Budget Forecasts, Operating Budgets, Business Strategy, General Ledger, Financial Reporting, Budgets, Corporate Finance, Investments
Education
Pace University - Lubin School of Business
BBA, Finance
SFX Entertainment, Inc. May 2014 - Present
National Securities June 2012 - February 2014
Brigantine Advisors October 2011 - June 2012
Dermott W. Clancy Corop. August 2010 - December 2011
Villagre Corner LLC July 2008 - September 2010
Oppenheimer & Co. July 2007 - June 2008
Bear Wagner Specialists May 2005 - December 2006
LaBranche & Co. May 2003 - September 2004
Skills
Account Management, Accounting, Accounts Payable, Tour Accounting, Equities, Bloomberg, Valuation, Equity Research, Securities, Equity Trading, Production Management, Settlement, Revenue Analysis, Revenue Forecasting, Account Reconciliation, Financial Accounting, Accounts Receivable, Project Finance, Financial Analysis, Analytical Skills, Budget Forecasts, Operating Budgets, Business Strategy, General Ledger, Financial Reporting, Budgets, Corporate Finance, Investments
Education
Pace University - Lubin School of Business
BBA, Finance
Jessica Owens, LMT Jessica Owens, LMT's Oppenheimer & Co. Experience March 2009 - October 2009
Job Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Sarasota School of Massage Therapy April 2013 - Present
Jessica C. Owens, LMT April 2011 - Present
Jason Flatch, State Farm January 2011 - Present
AAA Auto Club South November 2009 - June 2010
Oppenheimer & Co. March 2009 - October 2009
Stanford Group Company December 2007 - January 2009
Purmort & Martin Insurance Agency, LLC November 2005 - December 2007
NBOA Marine Insurance April 2004 - November 2005
Super Value Nutrition March 2003 - December 2003
Skills
Cold Calling, Sales, Microsoft Office, Insurance, Customer Service, Public Speaking, Employee Benefits, Team Building, Therapeutic Massage, Small Business, Leadership, Social Media, Swedish, Healthcare
Education
Salem College 2000 — 2001
General
Cardinal Mooney High School 1994 — 2000
University of Central Florida
Sarasota School of Massage Therapy April 2013 - Present
Jessica C. Owens, LMT April 2011 - Present
Jason Flatch, State Farm January 2011 - Present
AAA Auto Club South November 2009 - June 2010
Oppenheimer & Co. March 2009 - October 2009
Stanford Group Company December 2007 - January 2009
Purmort & Martin Insurance Agency, LLC November 2005 - December 2007
NBOA Marine Insurance April 2004 - November 2005
Super Value Nutrition March 2003 - December 2003
Skills
Cold Calling, Sales, Microsoft Office, Insurance, Customer Service, Public Speaking, Employee Benefits, Team Building, Therapeutic Massage, Small Business, Leadership, Social Media, Swedish, Healthcare
Education
Salem College 2000 — 2001
General
Cardinal Mooney High School 1994 — 2000
University of Central Florida
Marc Shapiro Marc Shapiro's Oppenheimer & Co. Experience July 2004 - September 2005
Job Associate Vice President, Onsite Controls at BNP Paribas
Industry Financial Services
Experience
BNP Paribas March 2015 - Present
Barclays Capital July 2011 - March 2015
Barclays Capital March 2010 - July 2011
UBS Wealth Management August 2007 - April 2009
Dreyfus September 2005 - August 2007
Oppenheimer & Co. July 2004 - September 2005
Skills
OFAC, Compliance, Risk, AML, Financial Risk, KYC, Internal Audit, Sanction, Risk Management, Operational Risk, Payments, Mutual Funds, Fraud, Operational Risk..., Banking, Financial Services, Hedge Funds, Fixed Income, Anti Money Laundering
Education
Rutgers University-New Brunswick 2000 — 2004
B.A., Political Science
BNP Paribas March 2015 - Present
Barclays Capital July 2011 - March 2015
Barclays Capital March 2010 - July 2011
UBS Wealth Management August 2007 - April 2009
Dreyfus September 2005 - August 2007
Oppenheimer & Co. July 2004 - September 2005
Skills
OFAC, Compliance, Risk, AML, Financial Risk, KYC, Internal Audit, Sanction, Risk Management, Operational Risk, Payments, Mutual Funds, Fraud, Operational Risk..., Banking, Financial Services, Hedge Funds, Fixed Income, Anti Money Laundering
Education
Rutgers University-New Brunswick 2000 — 2004
B.A., Political Science
Brendan McAuley's Oppenheimer & Co. Experience August 2011 - September 2014
Job Institutional Sales and Account Management at CFRA
Industry Financial Services
Experience
CFRA Research May 2015 - Present
eVestment September 2014 - May 2015
Oppenheimer & Co. August 2011 - September 2014
Dreyfus Funds (BNY Mellon) May 2008 - August 2011
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Sacred Heart University 2003 — 2007
Bachelor's Degree
Diseart Center for Irish Culture
CFRA Research May 2015 - Present
eVestment September 2014 - May 2015
Oppenheimer & Co. August 2011 - September 2014
Dreyfus Funds (BNY Mellon) May 2008 - August 2011
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Sacred Heart University 2003 — 2007
Bachelor's Degree
Diseart Center for Irish Culture
Matthew Aquino's Oppenheimer & Co. Experience June 2006 - August 2006
Job Associate Director Apollo Global Management
Industry Investment Management
Experience
Apollo Global Management LLC March 2014 - Present
Barclays Investment Bank August 2013 - March 2014
Barclays Investment Bank August 2008 - August 2013
Oppenheimer & Co. June 2006 - August 2006
Skills
Commodity, Finance, Financial Analysis, Valuation, Structured Products, Analysis
Education
Rutgers Business School 2004 — 2008
Bachelor's degree, Finance, Organizational Leadership
Apollo Global Management LLC March 2014 - Present
Barclays Investment Bank August 2013 - March 2014
Barclays Investment Bank August 2008 - August 2013
Oppenheimer & Co. June 2006 - August 2006
Skills
Commodity, Finance, Financial Analysis, Valuation, Structured Products, Analysis
Education
Rutgers Business School 2004 — 2008
Bachelor's degree, Finance, Organizational Leadership
Alan Dalewitz Alan Dalewitz's Oppenheimer & Co. Experience 1992 - 1995
Job SVP Herbert J Sims & Co.Fixed Income Specialist for Institutions, Money Managers,CPA's, and High Net Worth individuals
Industry Financial Services
Experience
Herbert J Sims & Co, Inc. April 2006 - Present
Valley National Bank July 2003 - March 2006
Herbert J. Sims & Co., Inc. July 1995 - July 2003
Oppenheimer & Co. 1992 - 1995
A.G.Edwards 1989 - 1992
Irving Trust 1981 - 1989
Bank Of New York 1969 - 1981
Skills
Bonds, High Yield, Debt, Fixed Income, Municipal, Securities, Portfolio Management, Finance, Investment Strategies, Mutual Funds, Municipalities, Investments, Alternative Investments, Private Equity, Municipal Bonds, Asset Managment, Investment Banking, Wealth Management, Investment Management, Financial Markets, Financial Services, Investment Advisory, Project Finance, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1972 — 1977
MBA, Accounting
Queens College 1965 — 1969
BA, Economics, Political Science
Herbert J Sims & Co, Inc. April 2006 - Present
Valley National Bank July 2003 - March 2006
Herbert J. Sims & Co., Inc. July 1995 - July 2003
Oppenheimer & Co. 1992 - 1995
A.G.Edwards 1989 - 1992
Irving Trust 1981 - 1989
Bank Of New York 1969 - 1981
Skills
Bonds, High Yield, Debt, Fixed Income, Municipal, Securities, Portfolio Management, Finance, Investment Strategies, Mutual Funds, Municipalities, Investments, Alternative Investments, Private Equity, Municipal Bonds, Asset Managment, Investment Banking, Wealth Management, Investment Management, Financial Markets, Financial Services, Investment Advisory, Project Finance, Financial Advisory
Education
St. John's University, The Peter J. Tobin College of Business 1972 — 1977
MBA, Accounting
Queens College 1965 — 1969
BA, Economics, Political Science
Jaclyn Tredo Jaclyn Tredo's Oppenheimer & Co. Experience March 2010 - May 2010
Job Drawback Specialist at U.S. Customs and Border Protection
Industry Government Administration
Experience
Department of Homeland Security-U.S. Customs and Border Protection July 2012 - Present
U.S. Army Picatinny Arsenal December 2010 - July 2012
U.S. Army Picatinny Arsenal December 2010 - August 2011
Ramapo College of New Jersey September 2010 - December 2010
US Department of Homeland Security- US Customs and Border Protection August 2010 - September 2010
Commodity Futures Trading Commission May 2010 - August 2010
Oppenheimer & Co. March 2010 - May 2010
Commodity Futures Trading Commission May 2009 - August 2009
Express/Limited Clothing Co May 2008 - August 2008
Cruiselink II Ltd June 2007 - August 2008
Skills
Leadership, Microsoft Excel, Customer Service, Microsoft Word, Human Resources, Management, PowerPoint, Time Management, Microsoft Office, Government, Employee Relations, Recruiting, Social Media, Leadership Development, Sales
Education
Ramapo College of New Jersey 2008 — 2011
Bachelor of Science in Business Administration, Major: Business Management, Minor: International Business
Rider University 2007 — 2008
Business Management
Department of Homeland Security-U.S. Customs and Border Protection July 2012 - Present
U.S. Army Picatinny Arsenal December 2010 - July 2012
U.S. Army Picatinny Arsenal December 2010 - August 2011
Ramapo College of New Jersey September 2010 - December 2010
US Department of Homeland Security- US Customs and Border Protection August 2010 - September 2010
Commodity Futures Trading Commission May 2010 - August 2010
Oppenheimer & Co. March 2010 - May 2010
Commodity Futures Trading Commission May 2009 - August 2009
Express/Limited Clothing Co May 2008 - August 2008
Cruiselink II Ltd June 2007 - August 2008
Skills
Leadership, Microsoft Excel, Customer Service, Microsoft Word, Human Resources, Management, PowerPoint, Time Management, Microsoft Office, Government, Employee Relations, Recruiting, Social Media, Leadership Development, Sales
Education
Ramapo College of New Jersey 2008 — 2011
Bachelor of Science in Business Administration, Major: Business Management, Minor: International Business
Rider University 2007 — 2008
Business Management
Daniel Cellars Daniel Cellars's Oppenheimer & Co. Experience February 2012 - May 2012
Job Market Risk Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2014 - Present
PBF Energy Company LLC August 2012 - May 2014
Oppenheimer & Co. February 2012 - May 2012
Providence College September 2008 - May 2012
Balestra Capital, Ltd. December 2011 - January 2012
United Natural Foods May 2011 - December 2011
Skills
Economics, Microsoft Excel, Financial Modeling, Corporate Finance, VBA, Mathematics, Statistics, Excel, Economic Modeling, Probability, Econometrics, Forecasting, Mergers & Acquisitions, IPO, MLP, Roadshows, PowerPoint, Oil Industry, SAS, Capital IQ, Word, Solarc Right Angle, FX Derivatives, Interest Rate..., Equity Derivatives
Education
Providence College 2008 — 2012
Bachelor of Arts, Quantitative Economics, Mathematics
Pennington 2004 — 2008
Prudential Financial May 2014 - Present
PBF Energy Company LLC August 2012 - May 2014
Oppenheimer & Co. February 2012 - May 2012
Providence College September 2008 - May 2012
Balestra Capital, Ltd. December 2011 - January 2012
United Natural Foods May 2011 - December 2011
Skills
Economics, Microsoft Excel, Financial Modeling, Corporate Finance, VBA, Mathematics, Statistics, Excel, Economic Modeling, Probability, Econometrics, Forecasting, Mergers & Acquisitions, IPO, MLP, Roadshows, PowerPoint, Oil Industry, SAS, Capital IQ, Word, Solarc Right Angle, FX Derivatives, Interest Rate..., Equity Derivatives
Education
Providence College 2008 — 2012
Bachelor of Arts, Quantitative Economics, Mathematics
Pennington 2004 — 2008
Eric Bretscher Eric Bretscher's Oppenheimer & Co. Experience November 2010 - February 2014
Job Collateral Analyst at Morgan Stanley.
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Oppenheimer & Co. November 2010 - February 2014
Oppenheimer & Co November 2010 - November 2011
American Independence Financial Services February 2009 - March 2010
Skills
Portfolio Management
Education
Quinnipiac University 2004 — 2008
Bachelor of Science (BS), Entrepreneurship And Small Business Management
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science, Entrepreneurship & Small Business Management
Morgan Stanley November 2014 - Present
Oppenheimer & Co. November 2010 - February 2014
Oppenheimer & Co November 2010 - November 2011
American Independence Financial Services February 2009 - March 2010
Skills
Portfolio Management
Education
Quinnipiac University 2004 — 2008
Bachelor of Science (BS), Entrepreneurship And Small Business Management
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science, Entrepreneurship & Small Business Management
David Blackstock David Blackstock's Oppenheimer & Co. Experience May 2006 - August 2006
Job Commercial Leader at GE Oil & Gas
Industry Oil & Energy
Experience
GE Oil & Gas May 2015 - Present
Baker Hughes June 2009 - April 2015
HitecVision 2013 - 2014
Morgan Keegan / Broadpoint Capital 2007 - 2009
Oppenheimer & Co. May 2006 - August 2006
Skills
Strategy Development, Strategic Planning, Financial Analysis, Market Research, M&A experience, Mergers, Strategy, Financial Modeling, Finance, Contract Management, Commercial Management, Analytics, Leadership, Investment Banking, Analysis, Business Strategy, Mergers & Acquisitions
Education
Rice University 2003 — 2007
BA
GE Oil & Gas May 2015 - Present
Baker Hughes June 2009 - April 2015
HitecVision 2013 - 2014
Morgan Keegan / Broadpoint Capital 2007 - 2009
Oppenheimer & Co. May 2006 - August 2006
Skills
Strategy Development, Strategic Planning, Financial Analysis, Market Research, M&A experience, Mergers, Strategy, Financial Modeling, Finance, Contract Management, Commercial Management, Analytics, Leadership, Investment Banking, Analysis, Business Strategy, Mergers & Acquisitions
Education
Rice University 2003 — 2007
BA
Andrew Burns's Oppenheimer & Co. Experience June 1997 - June 1999
Job Analyst/Portfolio Manager at Engineered Funds, LLC
Industry Investment Management
Experience
Engineered Funds, LLC November 2000 - Present
ThinkWealth Alpha Fund, LLC November 2000 - Present
UBS Investment Bank June 1999 - November 2000
Oppenheimer & Co. June 1997 - June 1999
Deutsche Bank (Deutsche Bank AG) April 1996 - June 1997
Morgan Stanley January 1994 - April 1996
Citi (Salomon Brothers Inc.) February 1990 - December 1993
Skills
Portfolio Management, Equity Research, Venture Capital, Investment Strategies, Behavioral Finance, Real Estate, Stock Picking, Securities, Fundamental Analysis, Financial Engineering, Mutual Funds, Alternative Investments, Hedge Funds, Value Investing, Equities, Emerging Markets, Fund Of Funds, Private Equity, Capital Markets, Asset Managment, Valuation, Hedging, Portfolio Optimization, Investment Research
Education
Stanford University 2014 — 2018
Master of Science (MS), Mathematical and Computational Finance
University of Pennsylvania - The Wharton School 2002 — 2006
Master of Science (MSc), Management
Rutgers, The State University of New Jersey-Newark 1987 — 1989
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
Engineered Funds, LLC November 2000 - Present
ThinkWealth Alpha Fund, LLC November 2000 - Present
UBS Investment Bank June 1999 - November 2000
Oppenheimer & Co. June 1997 - June 1999
Deutsche Bank (Deutsche Bank AG) April 1996 - June 1997
Morgan Stanley January 1994 - April 1996
Citi (Salomon Brothers Inc.) February 1990 - December 1993
Skills
Portfolio Management, Equity Research, Venture Capital, Investment Strategies, Behavioral Finance, Real Estate, Stock Picking, Securities, Fundamental Analysis, Financial Engineering, Mutual Funds, Alternative Investments, Hedge Funds, Value Investing, Equities, Emerging Markets, Fund Of Funds, Private Equity, Capital Markets, Asset Managment, Valuation, Hedging, Portfolio Optimization, Investment Research
Education
Stanford University 2014 — 2018
Master of Science (MS), Mathematical and Computational Finance
University of Pennsylvania - The Wharton School 2002 — 2006
Master of Science (MSc), Management
Rutgers, The State University of New Jersey-Newark 1987 — 1989
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
Dimitri Laskoski's Oppenheimer & Co. Experience June 2011 - July 2012
Job
Industry Investment Management
Experience
Catapult Capital March 2015 - Present
Iguana Healthcare Partners, LP April 2013 - March 2015
Guggenheim Partners August 2012 - April 2013
Oppenheimer & Co. June 2011 - July 2012
ProQuest Investments September 2005 - April 2011
Skills
Venture Capital, Valuation, Private Equity, Financial Modeling, Investment Banking, Equity Research, Investments, Corporate Development, Due Diligence, Equities, Biotechnology, Portfolio Management, Hedge Funds, Emerging Markets, Capital Markets, Financial Analysis
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2000 — 2005
Ph.D.
University of Wisconsin-Madison 1995 — 2000
BS
Pius XI High School
Catapult Capital March 2015 - Present
Iguana Healthcare Partners, LP April 2013 - March 2015
Guggenheim Partners August 2012 - April 2013
Oppenheimer & Co. June 2011 - July 2012
ProQuest Investments September 2005 - April 2011
Skills
Venture Capital, Valuation, Private Equity, Financial Modeling, Investment Banking, Equity Research, Investments, Corporate Development, Due Diligence, Equities, Biotechnology, Portfolio Management, Hedge Funds, Emerging Markets, Capital Markets, Financial Analysis
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2000 — 2005
Ph.D.
University of Wisconsin-Madison 1995 — 2000
BS
Pius XI High School
David Cutler's Oppenheimer & Co. Experience January 2001 - January 2008
Job Wealth Management
Industry Investment Management
Experience
Merrill Lynch December 2014 - Present
Root Capital Management September 2012 - December 2014
KCM, LP June 2012 - August 2012
Alternative Research Services, Inc November 2011 - May 2012
Alternative Access Capital, LLC January 2010 - August 2010
Citigroup April 2008 - January 2010
Oppenheimer & Co. January 2001 - January 2008
Prudential Securities January 2000 - January 2001
CIBC Oppenheimer March 1997 - January 2000
Barclays Bank April 1995 - March 1997
Skills
Hedge Funds, Capital Markets, Mutual Funds, Alternative Investments, Equities, Equity Research, Trading, Portfolio Management, Investments, Fixed Income, Fund Of Funds, Options, Investment Management
Education
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Admiral Farragut Academy
Merrill Lynch December 2014 - Present
Root Capital Management September 2012 - December 2014
KCM, LP June 2012 - August 2012
Alternative Research Services, Inc November 2011 - May 2012
Alternative Access Capital, LLC January 2010 - August 2010
Citigroup April 2008 - January 2010
Oppenheimer & Co. January 2001 - January 2008
Prudential Securities January 2000 - January 2001
CIBC Oppenheimer March 1997 - January 2000
Barclays Bank April 1995 - March 1997
Skills
Hedge Funds, Capital Markets, Mutual Funds, Alternative Investments, Equities, Equity Research, Trading, Portfolio Management, Investments, Fixed Income, Fund Of Funds, Options, Investment Management
Education
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Admiral Farragut Academy
Marilee James's Oppenheimer & Co. Experience September 2009 - Present
Job director at Oppenheimer & Co.
Industry Banking
Experience
Oppenheimer & Co. September 2009 - Present
ftn financial April 2002 - March 2007
alex brown 1996 - 1999
alex brown 1990 - 1996
Skills
Fixed Income
Education
Rutgers University-New Brunswick
ba, economics
Oppenheimer & Co. September 2009 - Present
ftn financial April 2002 - March 2007
alex brown 1996 - 1999
alex brown 1990 - 1996
Skills
Fixed Income
Education
Rutgers University-New Brunswick
ba, economics
Anthony Mastromauro's Oppenheimer & Co. Experience 1988 - 1997
Job Principle, Identity Films
Industry Motion Pictures and Film
Experience
Identity Films January 2006 - Present
Ardustry Entertainment Companies June 2002 - November 2003
Oppenheimer June 1988 - May 1997
Oppenheimer & Co. 1988 - 1997
Skills
Film, Film Production, Feature Films, Video Production, Entertainment, Art, Television, Magazines, Screenwriting, Theatre, Comedy, Video, Producing, Documentaries, Post Production, Acting, Short Films, New Media, Commercials, Directing
Education
Saint Peter's University 1986 — 1990
BA, Finance
Identity Films January 2006 - Present
Ardustry Entertainment Companies June 2002 - November 2003
Oppenheimer June 1988 - May 1997
Oppenheimer & Co. 1988 - 1997
Skills
Film, Film Production, Feature Films, Video Production, Entertainment, Art, Television, Magazines, Screenwriting, Theatre, Comedy, Video, Producing, Documentaries, Post Production, Acting, Short Films, New Media, Commercials, Directing
Education
Saint Peter's University 1986 — 1990
BA, Finance
Derrick Garrett's Oppenheimer & Co. Experience February 2011 - Present
Job Senior Director, Information Technology at Oppenheimer & Co.
Industry Information Technology and Services
Experience
Oppenheimer & Co. February 2011 - Present
Oppenheimer & Co. February 2010 - February 2011
Oppenheimer & Co. August 2007 - February 2009
Barnes & Noble June 2002 - July 2007
Spectra Securities Software July 1997 - November 2001
Architel Systems October 1996 - May 1997
Cel-Tech Systems May 1995 - September 1996
Bell Communications Research Laboratories June 1992 - May 1995
Skills
ETL, Enterprise Architecture, Disaster Recovery, Software Project..., SQL, Databases, Database Design, Unix, Data Warehousing, Oracle, SDLC, Software Development, IT Strategy, Information Technology, ITIL Service Strategy, Service Desk Management, Service Oriented..., Data Mining, High Availability..., Application..., JDBC, DevOps, Workload Automation, Weblogic Administration, Autosys, Technology Integration, SOX Compliancy, Process Improvement, Informatica, Java Enterprise Edition, Project Management, Python, R, Object Oriented Design, Unix Operating Systems, Unix Shell Scripting, WebSphere MQ, Cloud Computing, MySQL 4.x, Big Data, Hadoop, Microsoft Office..., Wily Introscope, XML, Data Modeling, Sybase
Education
University of Pennsylvania 1993 — 1994
Computer Science
City University of New York-Queens College 1990 — 1992
Bachelor of Arts (BA), Computer Science
Yale University 1986 — 1988
Computer Science
Oppenheimer & Co. February 2011 - Present
Oppenheimer & Co. February 2010 - February 2011
Oppenheimer & Co. August 2007 - February 2009
Barnes & Noble June 2002 - July 2007
Spectra Securities Software July 1997 - November 2001
Architel Systems October 1996 - May 1997
Cel-Tech Systems May 1995 - September 1996
Bell Communications Research Laboratories June 1992 - May 1995
Skills
ETL, Enterprise Architecture, Disaster Recovery, Software Project..., SQL, Databases, Database Design, Unix, Data Warehousing, Oracle, SDLC, Software Development, IT Strategy, Information Technology, ITIL Service Strategy, Service Desk Management, Service Oriented..., Data Mining, High Availability..., Application..., JDBC, DevOps, Workload Automation, Weblogic Administration, Autosys, Technology Integration, SOX Compliancy, Process Improvement, Informatica, Java Enterprise Edition, Project Management, Python, R, Object Oriented Design, Unix Operating Systems, Unix Shell Scripting, WebSphere MQ, Cloud Computing, MySQL 4.x, Big Data, Hadoop, Microsoft Office..., Wily Introscope, XML, Data Modeling, Sybase
Education
University of Pennsylvania 1993 — 1994
Computer Science
City University of New York-Queens College 1990 — 1992
Bachelor of Arts (BA), Computer Science
Yale University 1986 — 1988
Computer Science
Brandon Christensen's Oppenheimer & Co. Experience January 2007 - November 2007
Job Assoicate National Bank Examiner at Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency January 2013 - Present
Ernst & Young February 2008 - January 2013
Oppenheimer & Co. January 2007 - November 2007
Skills
Strategic Financial..., Financial Analysis, Finance, Risk Management, Accounting, Financial Modeling, Financial Services, Banking
Education
Seton Hall University 2011 — 2013
M.S., Accounting
Ramapo College of New Jersey
B.S., Finance
Office of the Comptroller of the Currency January 2013 - Present
Ernst & Young February 2008 - January 2013
Oppenheimer & Co. January 2007 - November 2007
Skills
Strategic Financial..., Financial Analysis, Finance, Risk Management, Accounting, Financial Modeling, Financial Services, Banking
Education
Seton Hall University 2011 — 2013
M.S., Accounting
Ramapo College of New Jersey
B.S., Finance
Jesse Alexander's Oppenheimer & Co. Experience June 2008 - Present
Job Intern, Private Equity Management at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2008 - Present
Sigma Alpha Mu Foundation 2008 - 2009
Education
Penn State University 2006 — 2010
Oppenheimer & Co. June 2008 - Present
Sigma Alpha Mu Foundation 2008 - 2009
Education
Penn State University 2006 — 2010
Elizabeth Prator-Ross's Oppenheimer & Co. Experience 1992 - 1994
Job Director of Consultant Relations at Fisher Investments Institutional Group
Industry Investment Management
Experience
Fisher Investments Institutional Group SVPCallan Associates1994 - 2003
Oppenheimer & Co. 1992 - 1994
Barclays Global Investors 1985 - 1990
Education
San Francisco State University
Fisher Investments Institutional Group SVPCallan Associates1994 - 2003
Oppenheimer & Co. 1992 - 1994
Barclays Global Investors 1985 - 1990
Education
San Francisco State University
Amit Macwan's Oppenheimer & Co. Experience September 1996 - 2014
Job Database Admin (Development) at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 1996 - Present
Oppenheimer & Co. September 1996 - 2014
CIBC World Markets 1998 - 2003
Skills
Sybase IQ, Sybase, Data Warehousing, Data Mining, Troubleshooting, Perl Script, Shell Scripting, Vendor Management, Database Applications, DBMS, Portfolio Management, Tax Accounting, Cost Basis Reporting, ETL, Equities, Market Data, SDLC, Electronic Trading, Enterprise Architecture, Options, Trading Systems, Business Analysis, Databases, Solaris, Equity Trading, Fixed Income, Database Design, Unix, Software Project..., Disaster Recovery, T-SQL, SQL, Capital Markets, IT Strategy, Requirements Analysis, Data Modeling, Bloomberg
Education
Sardar Patel University 1992 — 1994
MS
Sardar Patel University 1990 — 1994
Master of Science (M.S.)
Sardar Patel University 1990 — 1994
Master of Science (M.Sc.)
Oppenheimer & Co. Inc. September 1996 - Present
Oppenheimer & Co. September 1996 - 2014
CIBC World Markets 1998 - 2003
Skills
Sybase IQ, Sybase, Data Warehousing, Data Mining, Troubleshooting, Perl Script, Shell Scripting, Vendor Management, Database Applications, DBMS, Portfolio Management, Tax Accounting, Cost Basis Reporting, ETL, Equities, Market Data, SDLC, Electronic Trading, Enterprise Architecture, Options, Trading Systems, Business Analysis, Databases, Solaris, Equity Trading, Fixed Income, Database Design, Unix, Software Project..., Disaster Recovery, T-SQL, SQL, Capital Markets, IT Strategy, Requirements Analysis, Data Modeling, Bloomberg
Education
Sardar Patel University 1992 — 1994
MS
Sardar Patel University 1990 — 1994
Master of Science (M.S.)
Sardar Patel University 1990 — 1994
Master of Science (M.Sc.)
Scott Ehrens's Oppenheimer & Co. Experience 1996 - 1997
Job Entrepreneur/Investor
Industry Research
Experience
Cor3Tech LLC 2013 - Present
100 Palms Properties LLC 2010 - Present
The Hawn Foundation 2008 - 2008
Epoch Partners (acquired by Goldman Sachs) 2000 - 2001
Bear Stearns 1997 - 2000
Oppenheimer & Co. 1996 - 1997
Warner Bros. Entertainment Group of Companies 1994 - 1996
Oppenheimer & Co. Inc. 1994 - 1996
Robertson Stephens 1992 - 1994
Goldman Sachs 1990 - 1992
Skills
Early Stage Companies, Investment Research, Mobile Applications, Financial Analysis, Property Auctions, Title Searches, Online Advertising, Real Estate, SFR, Strategy, Management, Investments
Education
Institute for Psychoanalytic Training and Research 2003 — 2006
Psychoanalytic Training
Princeton University 1986 — 2000
Bachelor's Degree, Comparative Literature
Cor3Tech LLC 2013 - Present
100 Palms Properties LLC 2010 - Present
The Hawn Foundation 2008 - 2008
Epoch Partners (acquired by Goldman Sachs) 2000 - 2001
Bear Stearns 1997 - 2000
Oppenheimer & Co. 1996 - 1997
Warner Bros. Entertainment Group of Companies 1994 - 1996
Oppenheimer & Co. Inc. 1994 - 1996
Robertson Stephens 1992 - 1994
Goldman Sachs 1990 - 1992
Skills
Early Stage Companies, Investment Research, Mobile Applications, Financial Analysis, Property Auctions, Title Searches, Online Advertising, Real Estate, SFR, Strategy, Management, Investments
Education
Institute for Psychoanalytic Training and Research 2003 — 2006
Psychoanalytic Training
Princeton University 1986 — 2000
Bachelor's Degree, Comparative Literature
Matthew Digan's Oppenheimer & Co. Experience 1994 - 1998
Job Director, East Coast Retirement Sales Manager
Industry Financial Services
Experience
Legg Mason August 2004 - Present
J. & W. Seligman & Co. Incorporated 1998 - 2004
J&W Seligman 1998 - 2004
Seligman Investments 1998 - 2004
Oppenheimer & Co. 1994 - 1998
Kemper Insurance 1992 - 1993
Keystone Advisers 1991 - 1992
Alliance Capital Management 1989 - 1990
Integrated Resources March 1986 - October 1989
Skills
Retirement, Product Management, Sales, Marketing
Education
University of New Hampshire 1980 — 1984
San Diego State University-California State University 1983 — 1983
Exchange Student, Political Science
Garden City High School 1978 — 1980
Legg Mason August 2004 - Present
J. & W. Seligman & Co. Incorporated 1998 - 2004
J&W Seligman 1998 - 2004
Seligman Investments 1998 - 2004
Oppenheimer & Co. 1994 - 1998
Kemper Insurance 1992 - 1993
Keystone Advisers 1991 - 1992
Alliance Capital Management 1989 - 1990
Integrated Resources March 1986 - October 1989
Skills
Retirement, Product Management, Sales, Marketing
Education
University of New Hampshire 1980 — 1984
San Diego State University-California State University 1983 — 1983
Exchange Student, Political Science
Garden City High School 1978 — 1980
Gene Trinker's Oppenheimer & Co. Experience 1995 - 1997
Job Global Lead for Build and Provisioning Services at EY
Industry Financial Services
Experience
EY 2014 - Present
Ernst & Young, LLP 2002 - 2014
UBS 2000 - 2002
TD Securities 1998 - 2000
Citicorp Investment Services 1997 - 1998
Oppenheimer & Co. 1995 - 1997
Integrated Data Systems (JP Morgan) 1994 - 1995
Juvenile Diabetes Research Foundation 1989 - 1994
Skills
ITIL, Budgeting, Problem Solving, Cost Savings, Mentoring, Process Improvement, Data Center, Planning, PMP, IT Management, Team Management, Six Sigma, Analysis, IT Strategy, Strategic Planning, Project Planning, Budgets, Cross-functional Team..., Management, Servers, Unix, Business Process..., VMware, Project Management, System Administration, SDLC, Windows Server, Information Technology, Information Security, Networking, Infrastructure, Vendor Management, System Deployment
Education
Rutgers University-New Brunswick 1984 — 1987
Bachelor's degree
EY 2014 - Present
Ernst & Young, LLP 2002 - 2014
UBS 2000 - 2002
TD Securities 1998 - 2000
Citicorp Investment Services 1997 - 1998
Oppenheimer & Co. 1995 - 1997
Integrated Data Systems (JP Morgan) 1994 - 1995
Juvenile Diabetes Research Foundation 1989 - 1994
Skills
ITIL, Budgeting, Problem Solving, Cost Savings, Mentoring, Process Improvement, Data Center, Planning, PMP, IT Management, Team Management, Six Sigma, Analysis, IT Strategy, Strategic Planning, Project Planning, Budgets, Cross-functional Team..., Management, Servers, Unix, Business Process..., VMware, Project Management, System Administration, SDLC, Windows Server, Information Technology, Information Security, Networking, Infrastructure, Vendor Management, System Deployment
Education
Rutgers University-New Brunswick 1984 — 1987
Bachelor's degree
Herb Albin's Oppenheimer & Co. Experience 1990 - 1998
Job Managing Director, Investment Officer at Zevenbergen Capital Investments LLC
Industry Financial Services
Experience
Zevenbergen Capital Investments LLC 1999 - Present
Oppenheimer & Co. 1990 - 1998
Wertheim & Co. 1985 - 1988
Paine Webber and Company 1981 - 1985
Education
Seattle Pacific University 1976 — 1981
Business, Finance
Zevenbergen Capital Investments LLC 1999 - Present
Oppenheimer & Co. 1990 - 1998
Wertheim & Co. 1985 - 1988
Paine Webber and Company 1981 - 1985
Education
Seattle Pacific University 1976 — 1981
Business, Finance
Barry Chan's Oppenheimer & Co. Experience July 2006 - Present
Job Execution Trader Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer & Co. July 2006 - Present
Oppenheimer Asset Management March 2005 - June 2006
Skills
Fixed Income, Equity Trading, Equities, Alternative Investments, Asset Management, Separately Managed..., Trading, Securities, Bloomberg Terminal, Electronic Trading, Options, Bloomberg, Unified Managed Accounts, MarketAxess, Municipal Bonds, Settlement, Middle Office, Portfolio Management, Series 7
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Finance
Oppenheimer & Co. July 2006 - Present
Oppenheimer Asset Management March 2005 - June 2006
Skills
Fixed Income, Equity Trading, Equities, Alternative Investments, Asset Management, Separately Managed..., Trading, Securities, Bloomberg Terminal, Electronic Trading, Options, Bloomberg, Unified Managed Accounts, MarketAxess, Municipal Bonds, Settlement, Middle Office, Portfolio Management, Series 7
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Finance
Jay Carrillo's Oppenheimer & Co. Experience August 2007 - December 2010
Job Managing Director, Head US Securitized Sales at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2014 - Present
Bank of Montreal Capital Markets January 2011 - Present
Oppenheimer & Co. August 2007 - December 2010
Oppenheimer & Co. August 2007 - December 2009
Sterling Financial Investment Group December 2002 - August 2007
ExxonMobil 1994 - 2002
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
Sam Houston State University 1984 — 1988
BBA, International Business/Finance
BMO Capital Markets January 2014 - Present
Bank of Montreal Capital Markets January 2011 - Present
Oppenheimer & Co. August 2007 - December 2010
Oppenheimer & Co. August 2007 - December 2009
Sterling Financial Investment Group December 2002 - August 2007
ExxonMobil 1994 - 2002
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
Sam Houston State University 1984 — 1988
BBA, International Business/Finance
Gibson, Abby's Oppenheimer & Co. Experience Case ManagerCreative Family Connections, LLCJuly 2008 - Present
Job Case Manager at Creative Family Connections, LLC
Industry Financial Services
Experience
Oppenheimer & Co. Case ManagerCreative Family Connections, LLCJuly 2008 - Present
Smith Barney 2003 - 2007
Education
Prince George's Community College 2002 — 2004
Oppenheimer & Co. Case ManagerCreative Family Connections, LLCJuly 2008 - Present
Smith Barney 2003 - 2007
Education
Prince George's Community College 2002 — 2004
Samit Parikh's Oppenheimer & Co. Experience April 2009 - March 2010
Job Vice President at Prudential Real Estate Investors
Industry Investment Management
Experience
Prudential Real Estate Investors March 2015 - Present
Booth Park Capital Management February 2014 - March 2015
ISI Group November 2010 - February 2014
Oppenheimer & Co. April 2009 - March 2010
Banc of America Securities May 2007 - April 2009
Prudential Real Estate Investors 2006 - 2007
Skills
Investment Properties, REIT, Equity Research, Alternative Investments
Education
Rutgers University-New Brunswick 2001 — 2005
Finance
Prudential Real Estate Investors March 2015 - Present
Booth Park Capital Management February 2014 - March 2015
ISI Group November 2010 - February 2014
Oppenheimer & Co. April 2009 - March 2010
Banc of America Securities May 2007 - April 2009
Prudential Real Estate Investors 2006 - 2007
Skills
Investment Properties, REIT, Equity Research, Alternative Investments
Education
Rutgers University-New Brunswick 2001 — 2005
Finance
Joshua Culpo's Oppenheimer & Co. Experience January 2007 - January 2009
Job Managing Partner at Lulus Allston
Industry Financial Services
Experience
Lulus Allston January 2013 - Present
Mistral Boston January 2013 - June 2014
Parish Cafe January 2009 - January 2013
Oppenheimer & Co. January 2007 - January 2009
Skills
Management
Education
Providence College 2003 — 2007
BA, Business Economics
Lulus Allston January 2013 - Present
Mistral Boston January 2013 - June 2014
Parish Cafe January 2009 - January 2013
Oppenheimer & Co. January 2007 - January 2009
Skills
Management
Education
Providence College 2003 — 2007
BA, Business Economics
Andrew Mallardi's Oppenheimer & Co. Experience May 2008 - January 2009
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2009 - Present
Oppenheimer & Co. May 2008 - January 2009
Spencer Trask September 2007 - April 2008
Neuberger Berman July 2005 - July 2007
Magnet Investment Group May 2001 - August 2005
Skills
Loans, Retirement Planning, Wealth Management, Equities, Asset Managment, Wealth Management..., Strategic Financial..., Mutual Funds, Wealth, Alternative Investments, High Net Worth..., Securities, Series 7, Portfolio Management, Investments, Venture Capital, Finance, Risk Management, Private Equity, Asset Management, Financial Planning
Education
Quinnipiac University 2000 — 2004
TD Ameritrade January 2009 - Present
Oppenheimer & Co. May 2008 - January 2009
Spencer Trask September 2007 - April 2008
Neuberger Berman July 2005 - July 2007
Magnet Investment Group May 2001 - August 2005
Skills
Loans, Retirement Planning, Wealth Management, Equities, Asset Managment, Wealth Management..., Strategic Financial..., Mutual Funds, Wealth, Alternative Investments, High Net Worth..., Securities, Series 7, Portfolio Management, Investments, Venture Capital, Finance, Risk Management, Private Equity, Asset Management, Financial Planning
Education
Quinnipiac University 2000 — 2004
Baaba (Aba) Forson's Oppenheimer & Co. Experience 2004 - 2004
Job Product Control
Industry Investment Banking
Experience
Credit Suisse September 2006 - Present
Credit Suisse April 2005 - August 2006
GunnAllen Financial 2004 - 2004
Oppenheimer & Co. 2004 - 2004
Education
Pace University - Lubin School of Business 2003 — 2004
MBA, Financial Management
Credit Suisse September 2006 - Present
Credit Suisse April 2005 - August 2006
GunnAllen Financial 2004 - 2004
Oppenheimer & Co. 2004 - 2004
Education
Pace University - Lubin School of Business 2003 — 2004
MBA, Financial Management
Paige Gillette's Oppenheimer & Co. Experience July 2012 - June 2013
Job at Wharton School, University of Pennsylvania
Industry Higher Education
Experience
Liquidity Finance LLP July 2013 - June 2015
Oppenheimer & Co. July 2012 - June 2013
Exotix October 2011 - August 2012
First Citizens Investment Services Limited October 2010 - October 2011
Skills
Fixed Income, Bloomberg, Trading, Portfolio Management, Asset Management, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2015 — 2017
MBA Candidate
Princeton University 2006 — 2010
BSE, Operations Research and Financial Engineering
Liquidity Finance LLP July 2013 - June 2015
Oppenheimer & Co. July 2012 - June 2013
Exotix October 2011 - August 2012
First Citizens Investment Services Limited October 2010 - October 2011
Skills
Fixed Income, Bloomberg, Trading, Portfolio Management, Asset Management, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2015 — 2017
MBA Candidate
Princeton University 2006 — 2010
BSE, Operations Research and Financial Engineering
Ishank Shah's Oppenheimer & Co. Experience 2010 - 2012
Job Sponsor Finance and Capital Markets at GE Capital
Industry Investment Banking
Experience
GE Capital 2014 - Present
Houlihan Lokey 2012 - 2014
Oppenheimer & Co. 2010 - 2012
Zolfo Cooper 2008 - 2010
Bear Stearns 2007 - 2008
Skills
Investment Banking, Debt, LBO, Mergers, Restructuring, Leveraged Finance, Equities, Capital Structure, Finance, Mezzanine, Credit, Strategy, Financial Markets, Syndications, Growth Capital, Financial Advisory, Funding, Asset Based Lending, Cash Flow, Valuation, Private Equity, Recapitalizations, Bankruptcy, Capital Markets, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, DCF
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Finance
GE Capital 2014 - Present
Houlihan Lokey 2012 - 2014
Oppenheimer & Co. 2010 - 2012
Zolfo Cooper 2008 - 2010
Bear Stearns 2007 - 2008
Skills
Investment Banking, Debt, LBO, Mergers, Restructuring, Leveraged Finance, Equities, Capital Structure, Finance, Mezzanine, Credit, Strategy, Financial Markets, Syndications, Growth Capital, Financial Advisory, Funding, Asset Based Lending, Cash Flow, Valuation, Private Equity, Recapitalizations, Bankruptcy, Capital Markets, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, DCF
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Finance
Wayne Zhong, CFA's Oppenheimer & Co. Experience April 2006 - April 2013
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS May 2013 - Present
Oppenheimer & Co. April 2006 - April 2013
Bear Stearns March 2006 - April 2006
World Group Securities Inc. August 2003 - December 2005
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance
San Jose State University 2001 — 2004
BS, Electrical Engineer
UBS May 2013 - Present
Oppenheimer & Co. April 2006 - April 2013
Bear Stearns March 2006 - April 2006
World Group Securities Inc. August 2003 - December 2005
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance
San Jose State University 2001 — 2004
BS, Electrical Engineer
Kapil Bulsara's Oppenheimer & Co. Experience 2010 - 2010
Job Corporate Development at Cantel Medical Corp
Industry Financial Services
Experience
Cantel Medical Corp April 2013 - Present
Deutsche Bank July 2011 - March 2013
Oppenheimer & Co. 2010 - 2010
Merrill Lynch June 2007 - March 2009
MetLife January 2006 - June 2007
Deutsche Bank August 2004 - January 2006
Skills
Fixed Income, Equities, Investment Banking, Valuation, Financial Modeling, Strategy, P&L Forecasting, Corporate Development, Leveraged Finance, Finance, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Capital Markets, Mergers
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Accounting and Entrepreneurship
Rutgers University-New Brunswick 2000 — 2004
B.S., Finance
Cantel Medical Corp April 2013 - Present
Deutsche Bank July 2011 - March 2013
Oppenheimer & Co. 2010 - 2010
Merrill Lynch June 2007 - March 2009
MetLife January 2006 - June 2007
Deutsche Bank August 2004 - January 2006
Skills
Fixed Income, Equities, Investment Banking, Valuation, Financial Modeling, Strategy, P&L Forecasting, Corporate Development, Leveraged Finance, Finance, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Capital Markets, Mergers
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Accounting and Entrepreneurship
Rutgers University-New Brunswick 2000 — 2004
B.S., Finance
William Ryan's Oppenheimer & Co. Experience June 2007 - August 2007
Job Search & Connections Planning Supervisor at MRY
Industry Online Media
Experience
MRY November 2013 - Present
Beeby Clark+Meyler December 2011 - November 2013
Publicis Modem March 2011 - December 2011
Publicis Modem September 2010 - March 2011
Resolution Media July 2010 - September 2010
Publicis Modem October 2008 - July 2010
Oppenheimer & Co. June 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Skills
SEM, Search Advertising, Online Advertising, PPC, Advertising, Google Adwords, DoubleClick, Display Advertising, MSN AdCenter, Search, Digital Marketing, Marin Software, Interactive Advertising, DART for Advertisers, DART Search, MediaVisor, Media Finance, Digital Media, Microsoft Excel, Online Marketing, Campaign Management, Media Strategy, Google Adwords..., Paid Search Strategy, Media Buying, PPC Bid Management, Google Analytics, Client Services, Advertising Operations, Social Media Marketing, Social Media, Web Analytics, Digital Strategy, Facebook, Integrated Marketing, Marketing, Management, Marketing Strategy, Interactive Marketing, Social Networking, Analytics, Media Planning, Strategy, E-commerce
Education
Providence College 2004 — 2008
B.S., Management
MRY November 2013 - Present
Beeby Clark+Meyler December 2011 - November 2013
Publicis Modem March 2011 - December 2011
Publicis Modem September 2010 - March 2011
Resolution Media July 2010 - September 2010
Publicis Modem October 2008 - July 2010
Oppenheimer & Co. June 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Skills
SEM, Search Advertising, Online Advertising, PPC, Advertising, Google Adwords, DoubleClick, Display Advertising, MSN AdCenter, Search, Digital Marketing, Marin Software, Interactive Advertising, DART for Advertisers, DART Search, MediaVisor, Media Finance, Digital Media, Microsoft Excel, Online Marketing, Campaign Management, Media Strategy, Google Adwords..., Paid Search Strategy, Media Buying, PPC Bid Management, Google Analytics, Client Services, Advertising Operations, Social Media Marketing, Social Media, Web Analytics, Digital Strategy, Facebook, Integrated Marketing, Marketing, Management, Marketing Strategy, Interactive Marketing, Social Networking, Analytics, Media Planning, Strategy, E-commerce
Education
Providence College 2004 — 2008
B.S., Management
Jeffrey Rommel's Oppenheimer & Co. Experience June 2013 - Present
Job HY Sales Assistant at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2013 - Present
Citadel Securities January 2012 - March 2013
Citadel Securities October 2011 - January 2012
Citadel Securities September 2009 - October 2011
Goldman Sachs 2008 - 2008
Education
Rutgers University-New Brunswick 2005 — 2009
B.S., Accounting
Oppenheimer & Co. June 2013 - Present
Citadel Securities January 2012 - March 2013
Citadel Securities October 2011 - January 2012
Citadel Securities September 2009 - October 2011
Goldman Sachs 2008 - 2008
Education
Rutgers University-New Brunswick 2005 — 2009
B.S., Accounting
Patti Williams-Gorman's Oppenheimer & Co. Experience July 2009 - April 2011
Job Senior Supervisory Analyst ABG Sundal Collier
Industry Financial Services
Experience
ABG Sundal Collier April 2010 - Present
Oppenheimer & Co. July 2009 - April 2011
Dresdner Kleinwort November 2003 - June 2009
Neuberger Berman July 2003 - November 2003
ING Barings August 1996 - September 2001
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Equity Research, Financial Markets, Bloomberg, Hedge Funds, Valuation, Securities
Education
Penn State University
MA, Journalism
Seton Hall University
BA Communications, Communications/Journalism
ABG Sundal Collier April 2010 - Present
Oppenheimer & Co. July 2009 - April 2011
Dresdner Kleinwort November 2003 - June 2009
Neuberger Berman July 2003 - November 2003
ING Barings August 1996 - September 2001
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Equity Research, Financial Markets, Bloomberg, Hedge Funds, Valuation, Securities
Education
Penn State University
MA, Journalism
Seton Hall University
BA Communications, Communications/Journalism
Walter Horezga's Oppenheimer & Co. Experience January 2010 - June 2014
Job Management Consultant at Capco
Industry Financial Services
Experience
Capco June 2014 - Present
Oppenheimer & Co. January 2010 - June 2014
Sterne Agee February 2009 - April 2009
Skills
Equity Research, Asset Management, Investments, Valuation, Economics, Equities, Business Strategy, Hedge Funds, Financial Analysis, Financial Modeling, Corporate Governance, Bloomberg, Private Equity, Investment Strategies, Bloomberg Terminal, Securities, Fixed Income, Portfolio Management, Capital Markets, Due Diligence, Wealth Management, Series 7, Trading, Market Analysis, Equity Valuation, Internal Marketing, Wholesaling, Industry Analyst..., series 63
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Psychology, Religion
Capco June 2014 - Present
Oppenheimer & Co. January 2010 - June 2014
Sterne Agee February 2009 - April 2009
Skills
Equity Research, Asset Management, Investments, Valuation, Economics, Equities, Business Strategy, Hedge Funds, Financial Analysis, Financial Modeling, Corporate Governance, Bloomberg, Private Equity, Investment Strategies, Bloomberg Terminal, Securities, Fixed Income, Portfolio Management, Capital Markets, Due Diligence, Wealth Management, Series 7, Trading, Market Analysis, Equity Valuation, Internal Marketing, Wholesaling, Industry Analyst..., series 63
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Psychology, Religion
Jacquelyn Suchodolski's Oppenheimer & Co. Experience January 2007 - December 2009
Job Market research
Industry Marketing and Advertising
Experience
Enterprise Rent-A-Car December 2009 - 2013
Oppenheimer & Co. January 2007 - December 2009
Skills
Sales, Account Management, Customer Satisfaction, Training, Employee Training, Relationship Marketing
Education
Penn State University 2006 — 2009
Bachelor's degree, Business, Management, Marketing
Enterprise Rent-A-Car December 2009 - 2013
Oppenheimer & Co. January 2007 - December 2009
Skills
Sales, Account Management, Customer Satisfaction, Training, Employee Training, Relationship Marketing
Education
Penn State University 2006 — 2009
Bachelor's degree, Business, Management, Marketing
Pam Arrington's Oppenheimer & Co. Experience March 1993 - December 1999
Job Client Relationship Manager at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services October 2006 - Present
Transamerica Retirement Services/ Aegon 2006 - Present
Transamerica Retirement Services 2006 - 2008
John Hancock Financial Services January 2004 - October 2006
Manulife Financial January 2003 - January 2004
John Hancock 2002 - 2004
Manulife Financial January 2000 - January 2003
Manulife Financial 2002 - 2002
Oppenheimer & Co. March 1993 - December 1999
Skills
401k, Retirement Planning, Sales, Customer Retention, Pensions, CRM, Series 63, Microsoft Excel, Mutual Funds, Financial Services, Retirement, Customer Satisfaction, Series 6, Relationship Management, Defined Benefit, Employee Benefits, Investments
Education
Saint Louis University 1976 — 1978
B.A . Social Sciences, Sociology
Transamerica Retirement Services October 2006 - Present
Transamerica Retirement Services/ Aegon 2006 - Present
Transamerica Retirement Services 2006 - 2008
John Hancock Financial Services January 2004 - October 2006
Manulife Financial January 2003 - January 2004
John Hancock 2002 - 2004
Manulife Financial January 2000 - January 2003
Manulife Financial 2002 - 2002
Oppenheimer & Co. March 1993 - December 1999
Skills
401k, Retirement Planning, Sales, Customer Retention, Pensions, CRM, Series 63, Microsoft Excel, Mutual Funds, Financial Services, Retirement, Customer Satisfaction, Series 6, Relationship Management, Defined Benefit, Employee Benefits, Investments
Education
Saint Louis University 1976 — 1978
B.A . Social Sciences, Sociology
Michael A. Jones's Oppenheimer & Co. Experience 1987 - 1996
Job Vice President, Global Business Development, General Electric Co.
Industry Executive Office
Experience
GE June 2014 - Present
General Electric Co. January 2011 - June 2014
GE Healthcare March 1998 - December 2010
Prudential Financial 1996 - 1997
Oppenheimer & Co. 1987 - 1996
Skills
Business Development
Education
Princeton University 1983 — 1987
A.B., Economics
GE June 2014 - Present
General Electric Co. January 2011 - June 2014
GE Healthcare March 1998 - December 2010
Prudential Financial 1996 - 1997
Oppenheimer & Co. 1987 - 1996
Skills
Business Development
Education
Princeton University 1983 — 1987
A.B., Economics
Kyle Offermann's Oppenheimer & Co. Experience 1999 - 2000
Job Family Office Wealth Manager CFP
Industry Financial Services
Experience
Offermann & Associates Inc. 2010 - Present
Charles Schwab August 2000 - December 2009
Oppenheimer & Co. 1999 - 2000
Oppenheimer & Co. 1999 - 2000
Education
Regis University 1995 — 1999
BS - Psychology, Psychology & Business
Offermann & Associates Inc. 2010 - Present
Charles Schwab August 2000 - December 2009
Oppenheimer & Co. 1999 - 2000
Oppenheimer & Co. 1999 - 2000
Education
Regis University 1995 — 1999
BS - Psychology, Psychology & Business
Danna Liu's Oppenheimer & Co. Experience 2011 - 2013
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2013 - Present
Oppenheimer & Co. 2011 - 2013
HUILICAI INVESTMENT CO. LTD 2008 - 2009
CHINA MERCHANT SECURITIES (HK) CO.LTD. 2007 - 2008
HUILICAI INVESTMENT CO. LTD 2006 - 2007
Skills
Valuation, Investments, Equities, Financial Reporting, Mandarin
Education
Stephen M. Ross School of Business 2009 — 2011
Master, MBA
Santa Clara University - Leavey School of Business 2004 — 2006
Bachelor of Science, Finance, Finance, General
RBC Capital Markets August 2013 - Present
Oppenheimer & Co. 2011 - 2013
HUILICAI INVESTMENT CO. LTD 2008 - 2009
CHINA MERCHANT SECURITIES (HK) CO.LTD. 2007 - 2008
HUILICAI INVESTMENT CO. LTD 2006 - 2007
Skills
Valuation, Investments, Equities, Financial Reporting, Mandarin
Education
Stephen M. Ross School of Business 2009 — 2011
Master, MBA
Santa Clara University - Leavey School of Business 2004 — 2006
Bachelor of Science, Finance, Finance, General
Amit Kalra, MBA's Oppenheimer & Co. Experience June 2011 - January 2012
Job Fire Claim Representative at State Farm
Industry Financial Services
Experience
State Farm July 2015 - Present
State Farm April 2013 - July 2015
State Farm Insurance January 2012 - April 2013
Oppenheimer & Co. June 2011 - January 2012
State Farm Insurance July 2010 - December 2010
Skills
Insurance, Retirement Planning, Commercial Insurance, Universal Life, Life Insurance, Health Insurance, Property & Casualty..., Term Life Insurance, Claim, Fixed Annuities, Underwriting, Homeowners, Whole Life, Casualty, Microsoft Excel, Disability Insurance, Microsoft Office
Education
Penn State Great Valley 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Penn State University 2006 — 2010
BS, Economics
State Farm July 2015 - Present
State Farm April 2013 - July 2015
State Farm Insurance January 2012 - April 2013
Oppenheimer & Co. June 2011 - January 2012
State Farm Insurance July 2010 - December 2010
Skills
Insurance, Retirement Planning, Commercial Insurance, Universal Life, Life Insurance, Health Insurance, Property & Casualty..., Term Life Insurance, Claim, Fixed Annuities, Underwriting, Homeowners, Whole Life, Casualty, Microsoft Excel, Disability Insurance, Microsoft Office
Education
Penn State Great Valley 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Penn State University 2006 — 2010
BS, Economics
Danny Dobres's Oppenheimer & Co. Experience 1987 - 1994
Job Day Trader
Industry Financial Services
Experience
Home November 2007 - Present
Office to Go November 2001 - October 2007
Oppenheimer & Co. 1987 - 1994
Skills
Windows 7, Trading, Trading Systems, Options, Electronic Trading, Program Management, Equity Trading, Proprietary Trading, Risk Management, Investments, Portfolio Management, Equities, Asset Management, Entrepreneurship, Financial Markets, Hedge Funds, Technical Analysis, Commodity, Hedging, Currency, FX Options, FX trading, Derivatives, Trading Strategies, Bloomberg, ETFs, Securities, Alternative Investments, Equity Derivatives, Traders, Options Strategies, Capital Markets, Stocks, Series 7, Fundamental Analysis, Investment Strategies, Stock Market, Managed Futures, Equity Research, Stock Trading, Bloomberg Terminal, Commodity Markets, Series 63, FINRA, Asset Allocation, Fixed Income, Mutual Funds, Investment Advisory
Education
Queens College
Home November 2007 - Present
Office to Go November 2001 - October 2007
Oppenheimer & Co. 1987 - 1994
Skills
Windows 7, Trading, Trading Systems, Options, Electronic Trading, Program Management, Equity Trading, Proprietary Trading, Risk Management, Investments, Portfolio Management, Equities, Asset Management, Entrepreneurship, Financial Markets, Hedge Funds, Technical Analysis, Commodity, Hedging, Currency, FX Options, FX trading, Derivatives, Trading Strategies, Bloomberg, ETFs, Securities, Alternative Investments, Equity Derivatives, Traders, Options Strategies, Capital Markets, Stocks, Series 7, Fundamental Analysis, Investment Strategies, Stock Market, Managed Futures, Equity Research, Stock Trading, Bloomberg Terminal, Commodity Markets, Series 63, FINRA, Asset Allocation, Fixed Income, Mutual Funds, Investment Advisory
Education
Queens College
Robert Singer's Oppenheimer & Co. Experience October 2013 - June 2014
Job Associate at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James & Associates June 2014 - Present
Oppenheimer & Co. October 2013 - June 2014
Duff & Phelps July 2011 - October 2013
PricewaterhouseCoopers January 2007 - April 2010
Clifton Gunderson LLP May 2004 - June 2005
Education
Villanova University 2010 — 2011
Master of Science in Finance
Penn State University 2002 — 2006
Bachelor of Science, Accounting
Raymond James & Associates June 2014 - Present
Oppenheimer & Co. October 2013 - June 2014
Duff & Phelps July 2011 - October 2013
PricewaterhouseCoopers January 2007 - April 2010
Clifton Gunderson LLP May 2004 - June 2005
Education
Villanova University 2010 — 2011
Master of Science in Finance
Penn State University 2002 — 2006
Bachelor of Science, Accounting
Chauncey Elsas's Oppenheimer & Co. Experience May 2008 - August 2008
Job Accounting PDP at BASF
Industry Accounting
Experience
BASF September 2013 - Present
BASF May 2012 - August 2012
Eleven Atlantic, LLC June 2010 - August 2010
Oppenheimer & Co. May 2008 - August 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
MPA, Accounting
University of Southern California 2007 — 2011
Bachelor of Arts (B.A.), International Relations (Global Business), Economics
Queen Mary University of London 2010 — 2010
Study abroad program
BASF September 2013 - Present
BASF May 2012 - August 2012
Eleven Atlantic, LLC June 2010 - August 2010
Oppenheimer & Co. May 2008 - August 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
MPA, Accounting
University of Southern California 2007 — 2011
Bachelor of Arts (B.A.), International Relations (Global Business), Economics
Queen Mary University of London 2010 — 2010
Study abroad program
Brian Walz's Oppenheimer & Co. Experience February 1993 - October 1996
Job Finance
Industry Oil & Energy
Experience
Lansing Trade Group, LLC August 2010 - Present
CVR Energy October 2007 - July 2009
Coffeyville Resources, LLC March 2004 - October 2007
Farmland Industries, Inc. March 1998 - March 2004
Principal Financial Securities, Inc. January 1997 - January 1998
Oppenheimer & CO. February 1993 - October 1996
Education
Rockhurst University 1991 — 1992
MBA, Finance
Rockhurst University 1987 — 1991
BSBA, Finance and Economics
Lansing Trade Group, LLC August 2010 - Present
CVR Energy October 2007 - July 2009
Coffeyville Resources, LLC March 2004 - October 2007
Farmland Industries, Inc. March 1998 - March 2004
Principal Financial Securities, Inc. January 1997 - January 1998
Oppenheimer & CO. February 1993 - October 1996
Education
Rockhurst University 1991 — 1992
MBA, Finance
Rockhurst University 1987 — 1991
BSBA, Finance and Economics
Dina Hochhauser's Oppenheimer & Co. Experience 2007 - 2011
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Oppenheimer & Co. 2007 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Outlook, Asset Managment, Series 7, Series 63
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch 2011 - Present
Oppenheimer & Co. 2007 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Outlook, Asset Managment, Series 7, Series 63
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
James Dodderidge, dodderidgejj@msn.com's Oppenheimer & Co. Experience 2005 - 2008
Job Portfolio Manager at Cresap Incorporated
Industry Investment Management
Experience
Cresap Incorporated November 2010 - Present
Argyle Capital 2008 - 2010
Oppenheimer & Co. 2005 - 2008
Parker/Hunter 1997 - 2005
Alex Brown & Sons 1995 - 1997
Dearden Maguire and Weaver 1994 - 1995
Janney Montgomery Scott 1986 - 1994
Skills
Fixed Income, Investments, Portfolio Management, Mutual Funds, Equities, Asset Allocation, Equity Research, Investment Management, Valuation, Bonds, Financial Services, Finance, Risk Management, Trading, Investment Banking
Education
Rollins College 1975 — 1979
BA, History
Cresap Incorporated November 2010 - Present
Argyle Capital 2008 - 2010
Oppenheimer & Co. 2005 - 2008
Parker/Hunter 1997 - 2005
Alex Brown & Sons 1995 - 1997
Dearden Maguire and Weaver 1994 - 1995
Janney Montgomery Scott 1986 - 1994
Skills
Fixed Income, Investments, Portfolio Management, Mutual Funds, Equities, Asset Allocation, Equity Research, Investment Management, Valuation, Bonds, Financial Services, Finance, Risk Management, Trading, Investment Banking
Education
Rollins College 1975 — 1979
BA, History
Waqar Qureshi's Oppenheimer & Co. Experience November 1999 - Present
Job Sr. Software architect at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. November 1999 - Present
Edison NJ June 1997 - July 1998
New Jersey May 1996 - May 1997
PwC 1993 - 1996
Skills
Web Services, Enterprise Architecture, Data Modeling, Weblogic, Sybase, SQL, UML, DB2, Project Management, Software Development, Vendor Management, Microsoft SQL Server, Process Improvement, SDLC
Education
Sam Houston State University 1983 — 1985
Master's degree, Computer Science
Texas A&M University 1980 — 1982
Master's degree, Mechanical Engineering
University of Engineering & Technology, Lahore
Bachelor of Science (BS), Mechanical Engineering
Oppenheimer & Co. November 1999 - Present
Edison NJ June 1997 - July 1998
New Jersey May 1996 - May 1997
PwC 1993 - 1996
Skills
Web Services, Enterprise Architecture, Data Modeling, Weblogic, Sybase, SQL, UML, DB2, Project Management, Software Development, Vendor Management, Microsoft SQL Server, Process Improvement, SDLC
Education
Sam Houston State University 1983 — 1985
Master's degree, Computer Science
Texas A&M University 1980 — 1982
Master's degree, Mechanical Engineering
University of Engineering & Technology, Lahore
Bachelor of Science (BS), Mechanical Engineering
Shea James's Oppenheimer & Co. Experience January 2005 - August 2010
Job Partner: Executive Director of Sales (Global & Domestic) Hotel Emporium, Inc.
Industry Hospitality
Experience
Hotel Emporium, Inc. August 2010 - Present
Make-A-Wish Foundation Orange County & Inland Empire - Young Professionals June 2014 - Present
EYES - Emerging Young Entrepreneur Society 2012 - Present
SLWCS - Sri Lanka Wildlife Conservation Society January 1995 - Present
Oppenheimer & Co. January 2005 - August 2010
Valley National Bank January 2005 - July 2006
Rutgers University June 2004 - May 2006
Skills
Series 7, Hospitality, Hotels, Leadership, Customer Service, Selling, Equities, Sales, Hospitality Industry, Investments, Securities, Financial Modeling, Financial Analysis, Asset Management, Valuation, Portfolio Management, Mutual Funds, Finance, Fixed Income, Corporate Finance, Forecasting, Due Diligence, Account Management, Team Building, Customer Satisfaction, New Business Development, Marketing Strategy, Sales Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor of Applied Science (BASc), Banking, Corporate, Finance, and Securities Law, Undergraduate - Bachelor's Degree
Hotel Emporium, Inc. August 2010 - Present
Make-A-Wish Foundation Orange County & Inland Empire - Young Professionals June 2014 - Present
EYES - Emerging Young Entrepreneur Society 2012 - Present
SLWCS - Sri Lanka Wildlife Conservation Society January 1995 - Present
Oppenheimer & Co. January 2005 - August 2010
Valley National Bank January 2005 - July 2006
Rutgers University June 2004 - May 2006
Skills
Series 7, Hospitality, Hotels, Leadership, Customer Service, Selling, Equities, Sales, Hospitality Industry, Investments, Securities, Financial Modeling, Financial Analysis, Asset Management, Valuation, Portfolio Management, Mutual Funds, Finance, Fixed Income, Corporate Finance, Forecasting, Due Diligence, Account Management, Team Building, Customer Satisfaction, New Business Development, Marketing Strategy, Sales Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2007
Bachelor of Applied Science (BASc), Banking, Corporate, Finance, and Securities Law, Undergraduate - Bachelor's Degree
Dana Flynn's Oppenheimer & Co. Experience June 2011 - August 2011
Job Business Analyst at Baldwin Bell Green
Industry Management Consulting
Experience
Baldwin Bell Green September 2013 - Present
Princeton in Asia June 2012 - May 2013
Christie's New York September 2011 - December 2011
Oppenheimer & Co. June 2011 - August 2011
The Financial Clinic June 2010 - August 2010
Skills
Research, Non-profits, Fundraising, Social Media, Stata, Entrepreneurship, Nonprofits, Social Media Marketing, Community Outreach, Writing, Analysis, Microsoft Excel, PowerPoint, Teaching, Data Analysis
Education
Princeton University 2008 — 2012
B.A., Classics, Urban Studies
Trinity College-Hartford 2010 — 2010
Study Abroad, Rome Campus
Baldwin Bell Green September 2013 - Present
Princeton in Asia June 2012 - May 2013
Christie's New York September 2011 - December 2011
Oppenheimer & Co. June 2011 - August 2011
The Financial Clinic June 2010 - August 2010
Skills
Research, Non-profits, Fundraising, Social Media, Stata, Entrepreneurship, Nonprofits, Social Media Marketing, Community Outreach, Writing, Analysis, Microsoft Excel, PowerPoint, Teaching, Data Analysis
Education
Princeton University 2008 — 2012
B.A., Classics, Urban Studies
Trinity College-Hartford 2010 — 2010
Study Abroad, Rome Campus
Genevieve Farrell's Oppenheimer & Co. Experience June 2008 - August 2008
Job Brand Strategist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Hudson City Savings Bank July 2012 - August 2012
Johnson & Johnson January 2012 - July 2012
Pennsylvania State University Library August 2011 - December 2011
World Information Transfer September 2008 - May 2009
Oppenheimer & Co. June 2008 - August 2008
Skills
Marketing Strategy, Marketing, Business Writing, Risk Management, Credit, Credit Analysis, Customer Service, Credit Risk, Retail Banking, Financial Analysis, Banking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
Penn State University 2009 — 2013
Bachelor's Degree, English Language and Literature, General, Schreyer Honors College Graduate
Bergen County Academies 2005 — 2009
International Baccalaureate graduate, Academy for Business and Finance
BCA
Lincoln Financial Group July 2013 - Present
Hudson City Savings Bank July 2012 - August 2012
Johnson & Johnson January 2012 - July 2012
Pennsylvania State University Library August 2011 - December 2011
World Information Transfer September 2008 - May 2009
Oppenheimer & Co. June 2008 - August 2008
Skills
Marketing Strategy, Marketing, Business Writing, Risk Management, Credit, Credit Analysis, Customer Service, Credit Risk, Retail Banking, Financial Analysis, Banking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
Penn State University 2009 — 2013
Bachelor's Degree, English Language and Literature, General, Schreyer Honors College Graduate
Bergen County Academies 2005 — 2009
International Baccalaureate graduate, Academy for Business and Finance
BCA
Yvonne Briggs's Oppenheimer & Co. Experience 2002 - 2005
Job Vice President, Corporate Development at SilverGens
Industry Medical Devices
Experience
SilverGens LLC March 2014 - Present
IRIS International, Inc. January 2006 - March 2013
Oppenheimer & Co. 2002 - 2005
Oppenheimer & Co. 2000 - 2002
Skills
Medical Devices, Mergers, Strategic Planning, Corporate Development, Business Strategy, Investor Relations, Corporate Finance, Communicaitons, Financial Projection, Business Development, Competitive Analysis, Strategic Partnerships, Product Development, Mergers & Acquisitions, Strategy, Product Launch, Cross-functional Team..., Global Marketing
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Pepperdine University 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
SilverGens LLC March 2014 - Present
IRIS International, Inc. January 2006 - March 2013
Oppenheimer & Co. 2002 - 2005
Oppenheimer & Co. 2000 - 2002
Skills
Medical Devices, Mergers, Strategic Planning, Corporate Development, Business Strategy, Investor Relations, Corporate Finance, Communicaitons, Financial Projection, Business Development, Competitive Analysis, Strategic Partnerships, Product Development, Mergers & Acquisitions, Strategy, Product Launch, Cross-functional Team..., Global Marketing
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Pepperdine University 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Ted Ruppert's Oppenheimer & Co. Experience 1996 - 1997
Job Spec, IT System Administration at Sigma Aldrich
Industry Biotechnology
Experience
Sigma Aldrich 2002 - Present
Graybar Electric Company 1999 - 2002
Unity Health System 1998 - 1999
Oppenheimer & Co. 1996 - 1997
TRC 1991 - 1996
Education
Saint Louis University 1987 — 1991
BS, Finance
Sigma Aldrich 2002 - Present
Graybar Electric Company 1999 - 2002
Unity Health System 1998 - 1999
Oppenheimer & Co. 1996 - 1997
TRC 1991 - 1996
Education
Saint Louis University 1987 — 1991
BS, Finance
Maxwell Wallens's Oppenheimer & Co. Experience June 2012 - November 2013
Job Derivatives Analyst at Noble Group
Industry Financial Services
Experience
Noble Group December 2013 - Present
Oppenheimer & Co. June 2012 - November 2013
Capital Bank & Trust Co. - A Division of Chemung Canal Trust Company May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Word, Outlook, Customer Service, Bloomberg, Financial Analysis, Research, Public Speaking, Financial Statement..., Accounting, Finance, Event Planning, Time Management, Investments
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science, Finance
Doane Stuart School - Albany, NY 2007 — 2009
Noble Group December 2013 - Present
Oppenheimer & Co. June 2012 - November 2013
Capital Bank & Trust Co. - A Division of Chemung Canal Trust Company May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Word, Outlook, Customer Service, Bloomberg, Financial Analysis, Research, Public Speaking, Financial Statement..., Accounting, Finance, Event Planning, Time Management, Investments
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science, Finance
Doane Stuart School - Albany, NY 2007 — 2009
Kunal Sachdev's Oppenheimer & Co. Experience July 2013 - September 2015
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2015 - Present
Oppenheimer & Co. July 2013 - September 2015
Nassau Energy Consulting December 2012 - July 2013
Oppenheimer & Co. June 2012 - August 2012
Capstone Partners LLC December 2011 - January 2012
MR Valuation Consulting, LLC October 2011 - December 2011
Merrill Lynch February 2011 - October 2011
Skills
Bloomberg Terminal, Financial Modeling, Investment Banking, Equities, Management, Restructuring, Fixed Income, Bloomberg, Valuation, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Finance with Minor in Economics
Houlihan Lokey September 2015 - Present
Oppenheimer & Co. July 2013 - September 2015
Nassau Energy Consulting December 2012 - July 2013
Oppenheimer & Co. June 2012 - August 2012
Capstone Partners LLC December 2011 - January 2012
MR Valuation Consulting, LLC October 2011 - December 2011
Merrill Lynch February 2011 - October 2011
Skills
Bloomberg Terminal, Financial Modeling, Investment Banking, Equities, Management, Restructuring, Fixed Income, Bloomberg, Valuation, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Finance with Minor in Economics
Alvin Mangru's Oppenheimer & Co. Experience June 2005 - June 2009
Job FullCharge Bookkeeper at Local 812 Retirement Fund
Industry Accounting
Experience
Local 812 Retirement Fund July 2012 - Present
Russo Partners, LLC February 2011 - November 2011
Woldinguer, Erk, & Chanzis CPA PLLC July 2009 - March 2010
Oppenheimer & Co. June 2005 - June 2009
Skills
Accounting, QuickBooks, Bookkeeping, Invoicing, Peachtree, Datafaction, Microsoft Office, Microsoft Word, Microsoft Excel, Internal Controls, Budgets, Financials, Accounts Payable, Accounts Receivable, Payroll, Payroll Taxes, Bank Reconciliation, Tax, GAAP
Education
City University of New York-Queens College 2005 — 2010
Bachelor's degree, Accounting
City University of New York-Queens College 2005 — 2010
Bachelor's degree, Economics
Local 812 Retirement Fund July 2012 - Present
Russo Partners, LLC February 2011 - November 2011
Woldinguer, Erk, & Chanzis CPA PLLC July 2009 - March 2010
Oppenheimer & Co. June 2005 - June 2009
Skills
Accounting, QuickBooks, Bookkeeping, Invoicing, Peachtree, Datafaction, Microsoft Office, Microsoft Word, Microsoft Excel, Internal Controls, Budgets, Financials, Accounts Payable, Accounts Receivable, Payroll, Payroll Taxes, Bank Reconciliation, Tax, GAAP
Education
City University of New York-Queens College 2005 — 2010
Bachelor's degree, Accounting
City University of New York-Queens College 2005 — 2010
Bachelor's degree, Economics
Kevin Oarr's Oppenheimer & Co. Experience September 2008 - Present
Job Senior Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. September 2008 - Present
Citi Group July 1991 - September 2008
Skills
Hedging, Commodity, FX Options, Hedge Funds, Options, Trading, Commodity Markets, Alternative Investments, Derivatives, Fixed Income, Series 7, Asset Management, Portfolio Management, Financial Risk, Investments, Asset Allocation, Wealth Management, Risk Management, FX trading, Financial Services, Economics, Trading Systems, Proprietary Trading, Bonds, Securities, Currency, Series 63, Technical Analysis, Prime Brokerage, Middle Office, Investment Strategies, Structured Products, Equities, Bloomberg, Market Risk, Interest Rate..., Foreign Exchange, Separately Managed..., Bloomberg Terminal, Options Strategies, Financial Markets, Electronic Trading, Mutual Funds, Emerging Markets
Education
Pace University - Lubin School of Business
United States Marine Corp
Oppenheimer & Co. September 2008 - Present
Citi Group July 1991 - September 2008
Skills
Hedging, Commodity, FX Options, Hedge Funds, Options, Trading, Commodity Markets, Alternative Investments, Derivatives, Fixed Income, Series 7, Asset Management, Portfolio Management, Financial Risk, Investments, Asset Allocation, Wealth Management, Risk Management, FX trading, Financial Services, Economics, Trading Systems, Proprietary Trading, Bonds, Securities, Currency, Series 63, Technical Analysis, Prime Brokerage, Middle Office, Investment Strategies, Structured Products, Equities, Bloomberg, Market Risk, Interest Rate..., Foreign Exchange, Separately Managed..., Bloomberg Terminal, Options Strategies, Financial Markets, Electronic Trading, Mutual Funds, Emerging Markets
Education
Pace University - Lubin School of Business
United States Marine Corp
Neil Klein's Oppenheimer & Co. Experience 1996 - 2005
Job Senior Portfolio Manager & Principal at Carret Asset Management
Industry Investment Management
Experience
Carret Asset Management May 2008 - Present
Abner, Herrman & Brock Asset Management 2005 - 2008
Oppenheimer & Co. 1996 - 2005
Merrill Lynch Asset Management 1992 - 1996
Merrill Lynch 1987 - 1992
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA
Penn State University 1983 — 1987
BA, Agri Business Mgmt
Carret Asset Management May 2008 - Present
Abner, Herrman & Brock Asset Management 2005 - 2008
Oppenheimer & Co. 1996 - 2005
Merrill Lynch Asset Management 1992 - 1996
Merrill Lynch 1987 - 1992
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA
Penn State University 1983 — 1987
BA, Agri Business Mgmt
samiha erakat's Oppenheimer & Co. Experience September 2005 - December 2005
Job Sales Department Manager at Nordstrom
Industry Retail
Experience
Nordstrom Sales Department Assistant ManagerNordstromJune 2007 - June 2009
Oppenheimer & Co. September 2005 - December 2005
Education
San Francisco State University 2001 — 2005
Business Communications, Organizational Communication
Nordstrom Sales Department Assistant ManagerNordstromJune 2007 - June 2009
Oppenheimer & Co. September 2005 - December 2005
Education
San Francisco State University 2001 — 2005
Business Communications, Organizational Communication
Edward Donnelly's Oppenheimer & Co. Experience June 2006 - January 2013
Job Institutional Equity Research Sales at Citi
Industry Financial Services
Experience
Citi May 2013 - Present
Oppenheimer & Co. June 2006 - January 2013
ThinkEquity LLC October 2004 - June 2006
William Blair and Company May 1999 - January 2003
Goldman Sachs May 1996 - May 1999
Skills
Series 7, Series 63, Equity Sales, Stock Picking, Road Show, Portfolio Management, Entertainment, Conflict Resolution, Equity Trading, Equity Research, Equity Derivatives, Quick Learner
Education
Princeton University 1990 — 1994
Bachelor of Arts, History Major
Citi May 2013 - Present
Oppenheimer & Co. June 2006 - January 2013
ThinkEquity LLC October 2004 - June 2006
William Blair and Company May 1999 - January 2003
Goldman Sachs May 1996 - May 1999
Skills
Series 7, Series 63, Equity Sales, Stock Picking, Road Show, Portfolio Management, Entertainment, Conflict Resolution, Equity Trading, Equity Research, Equity Derivatives, Quick Learner
Education
Princeton University 1990 — 1994
Bachelor of Arts, History Major
Scott Ganzekaufer's Oppenheimer & Co. Experience December 1993 - October 1996
Job Operations Director at Fir Tree Partners
Industry Investment Management
Experience
Fir Tree Partners May 2002 - Present
Rho Capital Partners May 2000 - January 2002
Ernst & Young November 1998 - May 2000
Grant Thornton LLP October 1996 - November 1998
Oppenheimer & Co. December 1993 - October 1996
Education
Queens College 1987 — 1992
BA, Accounting
Fir Tree Partners May 2002 - Present
Rho Capital Partners May 2000 - January 2002
Ernst & Young November 1998 - May 2000
Grant Thornton LLP October 1996 - November 1998
Oppenheimer & Co. December 1993 - October 1996
Education
Queens College 1987 — 1992
BA, Accounting
George Iwanyc's Oppenheimer & Co. Experience
Job Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co.
Skills
Equities, Investments
Education
Santa Clara University
Oppenheimer & Co.
Skills
Equities, Investments
Education
Santa Clara University
Jeremy Tranzillo's Oppenheimer & Co. Experience October 2007 - October 2008
Job Equity Research Senior Associate at Citi
Industry Financial Services
Experience
Citi 2014 - Present
Citi March 2013 - July 2014
St. Bonaventure University May 2012 - May 2013
Student's in Money Management Club at St. Bonaventure University January 2012 - May 2012
Target April 2009 - August 2011
Oppenheimer & Co. October 2007 - October 2008
Education
St. Bonaventure University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, 3.88
State University of New York College at Geneseo 2004 — 2006
Bachelor of Arts (B.A.), Psychology
Citi 2014 - Present
Citi March 2013 - July 2014
St. Bonaventure University May 2012 - May 2013
Student's in Money Management Club at St. Bonaventure University January 2012 - May 2012
Target April 2009 - August 2011
Oppenheimer & Co. October 2007 - October 2008
Education
St. Bonaventure University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, 3.88
State University of New York College at Geneseo 2004 — 2006
Bachelor of Arts (B.A.), Psychology
Elio Bettini's Oppenheimer & Co. Experience 1991 - 1993
Job Reference Librarian at Wachtell, Lipton, Rosen & Katz
Industry Law Practice
Experience
Wachtell, Lipton, Rosen & Katz September 2011 - Present
Weil Gotshal and Manges February 2009 - September 2011
Lazard December 1998 - January 2009
SBC Warburg Dillon Reed March 1993 - September 1998
Oppenheimer & Co. 1991 - 1993
Skills
Library, Legal Research, Westlaw, Library Science, Lexis, Research, Online Research, Litigation, Editing, Electronic Resources, Nonprofits
Education
Post University 2006 — 2009
Bachelor's degree, Legal Studies, General, Magna Cum Laude
Wachtell, Lipton, Rosen & Katz September 2011 - Present
Weil Gotshal and Manges February 2009 - September 2011
Lazard December 1998 - January 2009
SBC Warburg Dillon Reed March 1993 - September 1998
Oppenheimer & Co. 1991 - 1993
Skills
Library, Legal Research, Westlaw, Library Science, Lexis, Research, Online Research, Litigation, Editing, Electronic Resources, Nonprofits
Education
Post University 2006 — 2009
Bachelor's degree, Legal Studies, General, Magna Cum Laude
Hang Pan's Oppenheimer & Co. Experience September 2007 - March 2010
Job Server Manager
Industry Environmental Services
Experience
Department of Sanitation, City of New York October 2014 - Present
New York City Department of Health and Mental Hygiene March 2010 - October 2014
Oppenheimer & Co. September 2007 - March 2010
Skills
Windows Server, MySQL, Microsoft SQL Server, Windows 7, Linux, System Administration, Apache, Solarwinds, Web Development, MCITP, CCNA, VMware Certified..., PHP4/5, FreeBSD, RedHat, System Configuration, LANDesk, Spiceworks, MCSE 2003, Cluster Management, SharePoint, Natural Language..., VeriPic Medical Image..., NCIE, NCDA, Public Speaking, Active Directory, Program Management, Research, Windows, SQL, Databases, Cloud Computing, Management, Networking, HTML, VMware, Customer Service, Troubleshooting
Education
Queens College 2009 — 2012
Master of Arts (M.A.), Computer Science
Queens College 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Department of Sanitation, City of New York October 2014 - Present
New York City Department of Health and Mental Hygiene March 2010 - October 2014
Oppenheimer & Co. September 2007 - March 2010
Skills
Windows Server, MySQL, Microsoft SQL Server, Windows 7, Linux, System Administration, Apache, Solarwinds, Web Development, MCITP, CCNA, VMware Certified..., PHP4/5, FreeBSD, RedHat, System Configuration, LANDesk, Spiceworks, MCSE 2003, Cluster Management, SharePoint, Natural Language..., VeriPic Medical Image..., NCIE, NCDA, Public Speaking, Active Directory, Program Management, Research, Windows, SQL, Databases, Cloud Computing, Management, Networking, HTML, VMware, Customer Service, Troubleshooting
Education
Queens College 2009 — 2012
Master of Arts (M.A.), Computer Science
Queens College 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Kathryn Ralston's Oppenheimer & Co. Experience April 2000 - February 2005
Job Dedicated Administrative Professional looking for new opportunity
Industry Management Consulting
Experience
Arthur D. Little June 2013 - November 2013
Macy's September 2012 - June 2013
MAFCU Credit Union April 2010 - April 2011
The Blackstone Group November 2005 - February 2008
Oppenheimer & Co. April 2000 - February 2005
Skills
Management Consulting, Office Management, Management, Leadership, Human Resources, Organizational..., Project Management, Employee Relations
Education
Rio Salado College
Associate's Degree, Busness Administration, 3.85
Arthur D. Little June 2013 - November 2013
Macy's September 2012 - June 2013
MAFCU Credit Union April 2010 - April 2011
The Blackstone Group November 2005 - February 2008
Oppenheimer & Co. April 2000 - February 2005
Skills
Management Consulting, Office Management, Management, Leadership, Human Resources, Organizational..., Project Management, Employee Relations
Education
Rio Salado College
Associate's Degree, Busness Administration, 3.85
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS