Oppenheimer Company

Industry: Theoretical physicist

Description

Julius Robert Oppenheimer was an American theoretical physicist and professor of physics at the University of California, Berkeley. Born: April 22, 1904, New York City, NY Died: February 18, 1967, Princeton, NJ Education: Ethical Culture Fieldston School, Harvard University, Books: Uncommon Sense, Children: Katherine Oppenheimer, Peter Oppenheimer

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Oppenheimer Employees

Employee
Years
Job
Industry
Neil Dabney Neil Dabney Greater Los Angeles Area Details
Neil Dabney's Oppenheimer Experience 1977 - 1982
Job Business Writer & CLevel Management Consultant
Industry Writing and Editing
Experience
Dabney & Associates   January 2009 - Present
Various Firms  January 1998 - January 2009
Dabney/Resnick Inc. (now Imperial Capital, LLC)   August 1989 - September 1996
Drexel Burnham Lambert  June 1982 - July 1989
Oppenheimer   1977 - 1982

Skills
Venture Capital, Due Diligence, Investment Banking, Private Placements, Mergers, Corporate Finance, Start-ups, Investments, Entrepreneurship, Strategy, Private Equity, Capital Markets, Hedge Funds, Capital, Portfolio Management, Corporate Development, Management Consulting, Securities, Negotiation, IPO, Reverse Mergers, Equity Research, Financial Modeling, Business Valuation, Alternative Investments, Emerging Markets, M&A experience, Restructuring, Leveraged Finance, Financial Advisory, Business Writing, Investors, Divestitures, Deal Structuring, Distressed Debt, Investment Strategies, Investment Advisory, PIPEs, Strategic Advisory, Capital Raises, Special Situations, Entrepreneur, Structuring, Debt Restructuring, Distressed Property, Recapitalizations, Crowdfunding, Executive Coaching, Website Monetization, Business Process...

Education
Claremont McKenna College   1970 — 1974
BA, Economics - Psychology

Scott Starbird Scott Starbird San Francisco Bay Area Details
Scott Starbird's Oppenheimer Experience February 1992 - December 1999
Job Senior legal, finance & operations executive, SaaS/FinTech/Data Services
Industry Information Technology and Services
Experience
DISCERN Technologies   July 2009 - Present
DISCERN Securities   December 2010 - Present
Private Legal Practice  2011 - Present
Quantrascend   January 2002 - July 2009
Bear Stearns  January 2000 - November 2001
Oppenheimer   February 1992 - December 1999

Skills
Investment Banking, Equities, Capital Markets, Corporate Finance, Valuation, Hedge Funds, Strategic Partnerships, Investments, Portfolio Management, Securities, Asset Management, Finance, Risk Management, Financial Modeling, Strategy, IPO, Financial Services, Venture Capital, Alternative Investments, Financial Reporting and..., Start Ups, Intellectual Property..., Corporate Law &..., Contracts and Licensing, Mergers & Acquisitions, Mergers, Investment Management, Copyright Law, Trademark Law, Patent Strategy, Trade Secret Law, Employment Law, HR Management, Start-ups

Education
Harvard BA / Stanford MBA / UC Berkeley JD

UC Berkeley School of Law   1982 — 1985
J.D., Securities Law, Business Law

Stanford Business School   1979 — 1981
M.B.A., Finance, General Management

Harvard University   1976 — 1979
B.A., Economics, magna cum laude

Larry Befeler Larry Befeler Greater New York City Area Details
Larry Befeler's Oppenheimer Experience May 1989 - April 2000
Job Director of Corporate Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  January 2011 - Present
Fidelity Investments  July 2003 - January 2011
UBS  November 2000 - July 2003
Bluestone Capital Partners / Trade.Com   April 2000 - November 2000
Oppenheimer   May 1989 - April 2000
Drexel  February 1987 - February 1988

Skills
Securities Arbitration, Operational Risk, Market Risk, Credit Risk, Compliance, Proprietary Trading, Prime Brokerage, Enterprise Risk..., Leadership, Clearing, Operational Risk..., Financial Risk, Arbitration, Risk Management, Credit

Education
University of New Hampshire   1982 — 1986
BA, Economics

Pingry   1978 — 1982
High School Diploma, College Prepatory

Francisco Urzua Ramirez Francisco Urzua Ramirez United States Details
Francisco Urzua Ramirez's Oppenheimer Experience December 2012 - January 2013
Job Ejecutivo comercial area agroindustrial en WENCO S.A.
Industry Import and Export
Experience
WENCO S.A.   October 2013 - Present
Farmsco   December 2011 - Present
Agrofruta   January 2013 - May 2013
Oppenheimer   December 2012 - January 2013
Splendor produce   November 2010 - July 2011
Decofrut Inc  December 2007 - April 2008

Education
Universidad Mayor   2005 — 2010
agronomia, ingles, economicas, matematicas, agricolas, financieras

David Lazowski David Lazowski Boston, Massachusetts Details
David Lazowski's Oppenheimer Experience 1995 - 2000
Job Branch Manager and Home Mortgage Loan Specialist at Fairway Independent Mortgage Corporation
Industry Real Estate
Experience
Fairway Independent Mortgage Corporation  January 2008 - Present
Fairway Independent Mortgage Corporation  2008 - 2010
Sherwood Mortgage Group Inc.   July 2006 - 2007
Palm Street Capital   2003 - 2005
Moors & Cabot  January 2001 - April 2002
Lehman Brothers  June 2000 - October 2001
Oppenheimer & Co.   December 1995 - January 2000
Oppenheimer   1995 - 2000
Oppenheimer   1995 - 2000
bear stearns  1995 - 2000

Skills
Residential Mortgages, Mortgage Lending, Loans, Mortgage Banking, Refinance, FHA, Investment Properties, Sales Presentations, Real Estate, FHA financing, Customer Retention, Loan Origination, VA loans, First Time Home Buyers, Sales, Investments, Investors, Residential Homes

Education
Boston University - School of Management   1984 — 1988
Bachelor of Science (BS), Finance, General

Bloomfield High School   1980 — 1984
Graduated

Garry Campbell Garry Campbell Greater Los Angeles Area Details
Garry Campbell's Oppenheimer Experience 1990 - 1992
Job Managing Partner at Exeter Properties LLC
Industry Capital Markets
Experience
Exeter Properties LLC   2008 - Present
Hotel Financial Strategies   2001 - 2008
Exeter Properties LLC   1990 - 2001
Oppenheimer   1990 - 1992
Robert M. Bass Realty Group   1987 - 1990
Oxford Properties and CMS Development   1980 - 1985
Daon Company   1977 - 1980
Exeter Properties   1973 - 1977

Skills
Private Equity, Due Diligence, Investment Banking, Real Estate Investment, Loans, Hotels, Investments, Asset Management, Real Estate, Negotiation, Real Estate Development, Capital Markets, Debt, Investment Properties, Hospitality, Portfolio Management, Construction, Real Estate Finance, Financial Structuring, Acquisitions, Commercial Real Estate, Asset Managment, Disposition, Structured Finance, Finance, Valuation, Equities, Real Estate Economics, Funding, Property, Business Planning, Venture Capital, Brokerage, Banking, Underwriting, Joint Ventures, Real Estate Financing, Private Placements

Education
Garry is a graduate of the U.S. Naval Academy   1961 — 1965
BS

United States Naval Academy   1961 — 1965
BS, Math

U.S. Naval Academy
marine enginering

Jason Mueller Jason Mueller Greater New York City Area Details
Jason Mueller's Oppenheimer Experience 2002 - 2005
Job Principal at Saw Mill Capital
Industry Venture Capital & Private Equity
Experience
Saw Mill Capital  March 2015 - Present
Saw Mill Capital  April 2009 - Present
Saw Mill Capital  2005 - 2007
Oppenheimer   2002 - 2005

Skills
Private Equity, LBO, Financial Modeling, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Corporate Finance, Corporate Development, Investments, Strategy, Restructuring, Capital Markets, Venture Capital, Acquisitions, Equities

Education
Columbia University - Columbia Business School   2007 — 2009
MBA

Boston University   1997 — 2002
Bachelor of Arts, Computer Science and Economics

Brian Murphy Brian Murphy Providence, Rhode Island Area Details
Brian Murphy's Oppenheimer Experience June 1997 - August 1997
Job President & CEO at Home Loan Investment Bank
Industry Banking
Experience
Home Loan Investment Bank  January 2008 - Present
RISE  September 2004 - August 2010
Home Loan Investment Bank  May 2003 - December 2007
Citi Group  May 2002 - August 2002
CIBC World Markets  1998 - 2000
Oppenheimer   June 1997 - August 1997

Skills
Financial Modeling, Organizational Structure, Real Estate, Business Strategy, Financial Management, Forecasting, Managerial Finance, Investments, Budgets, Credit, Banking, Financial Analysis, Loans, Portfolio Management, Mortgage Lending, Financial Institutions, Strategy, Leadership, Accounting, Small Business, Mortgage Banking, Executive Management, Finance, Credit Analysis, Loan Origination, FHA, Small Business Lending, Asset Management, USDA, Business Development, Risk Management, Investment Properties, Commercial Lending, Nonprofits, Underwriting, Funding, Refinance, Strategic Financial..., Due Diligence, Commercial Banking, Strategic Planning, Residential Mortgages, Mergers & Acquisitions, Commercial Mortgages, Credit Risk, Financial Structuring, Asset Based Lending, FHA financing, VA loans, Commercial Real Estate

Education
Yale University - Yale School of Management   2001 — 2003
MBA, Finance

Brown University   1993 — 1997
Bachelor of Arts, Business Economics & Organizational Behavior and Management

Providence Country Day   1989 — 1993
High School Diploma

Choate Rosemary Hall   1991 — 1992

Cole Jr High   1987 — 1989

Adam Friedland Adam Friedland Greater New York City Area Details
Adam Friedland's Oppenheimer Experience 2006 - 2006
Job Client Service at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Prime Services  November 2010 - Present
UBS Investment Bank  June 2007 - May 2010
oppenheimer   2006 - 2006

Skills
Fixed Income, Options, Equities, Trading, Derivatives, Valuation, Capital Markets, Bloomberg, Alternative Investments, Hedging, Equity Trading, Investments, Volatility, Electronic Trading, Hedge Funds, Commodity, Trading Strategies, Proprietary Trading, Commodity Markets, Trading Systems, Asset Management

Education
The George Washington University   2003 — 2007

The George Washington University - School of Business   2003 — 2007
Business Administration, Finance

Patty Scholl Patty Scholl Greater New York City Area Details
Patty Scholl's Oppenheimer Experience 1980 - 2009
Job Owner, Professional Networking
Industry Research
Experience
Professional Networking   CounselorFamily Service League1990 - 2009
Oppenheimer   1980 - 2009

Education
Brown University   1976 — 1980
BS, Polical Science

Bill Maicon Bill Maicon Greenwich, Connecticut Details
Bill Maicon's Oppenheimer Experience 1992 - 1996
Job Investment Sales Professional.
Industry Capital Markets
Experience
Maxim Group  February 2015 - April 2015
Vandham Securities  September 2006 - August 2014
Prudential Equity Group  2004 - 2006
Vandham Securities  2002 - 2004
KBC Financial Products  March 2001 - November 2002
ING Baring Furman Selz   1996 - 2001
Oppenheimer   1992 - 1996

Skills
Series 7, Series 63, Equities, Equity Trading, Series 24, Electronic Trading, Options, Trading Systems, Trading, Bloomberg, Securities, Capital Markets, ETFs, FX Options, Middle Office, Series 4, Series 55, Trading Strategies, Investments, Derivatives, Currency, FX trading, Hedge Funds, Proprietary Trading, Financial Markets, Equity Research, Alternative Investments, Bonds, Equity Derivatives

Education
Baruch College
Business

Howie Shohet Howie Shohet San Francisco Bay Area Details
Howie Shohet's Oppenheimer Experience 1993 - 1998
Job CFO at Lattice Engines
Industry Computer Software
Experience
Lattice Engines  June 2012 - Present
C3, LLC  November 2009 - June 2012
Juniper Networks  January 2006 - November 2009
Siebel Systems  June 2000 - January 2006
Cisco Systems  1999 - 1999
Oppenheimer   1993 - 1998
Ernst & Young  1992 - 1992

Skills
Mergers, Venture Capital, Executive Management, Start-ups, Acquisition Integration, Corporate Finance, Finance, Financial Modeling, Revenue Recognition, SaaS, Private Equity, Forecasting, Financial Analysis, Cross-functional Team..., Analytics, Business Planning, Competitive Analysis, Business Strategy, Valuation, Strategic Planning

Education
Stanford GSB   1998 — 2000
MBA

Wharton School   1989 — 1993
BS, Finance & Accounting

Matthew Brauer Matthew Brauer Yonkers, New York Details
Matthew Brauer's Oppenheimer Experience October 1987 - November 1990
Job Mortgage Lookback Customer Care Supervisor II at JP Morgan Chase & Company:
Industry Financial Services
Experience
JPMorgan Chase  December 2011 - Present
JP Morgan Chase & Company:   December 2011 - Present
JP Morgan Chase & Company  May 2008 - August 2009
Bear Stearns  April 1994 - April 2008
Bank of New York:  November 1990 - April 1994
Oppenheimer:  October 1987 - November 1990
Merrill Lynch  June 1982 - October 1987

Skills
Credit, Loans, Financial Analysis, Mortgage Lending, Risk Management, Call Centers, Microsoft Excel, Process Improvement, Mutual Funds, Leadership, Management, Strategic Financial..., Settlement, Hedge Funds, Training, Bonds, Prime Brokerage, Securities, Trading, Banking, Financial Services, Equities, Fixed Income, Business Analysis

Education
Dominican College of Blauvelt   1977 — 1983
B/S Business Management, Business Administration, Management and Operations

Cardinal Hayes High School   1973 — 1977

Lisa Posey Lisa Posey Dallas/Fort Worth Area Details
Lisa Posey's Oppenheimer Experience February 2011 - December 2013
Job ....
Industry Financial Services
Experience
Oppenheimer   February 2011 - December 2013
Williams Financial Group  January 2010 - February 2011
Merrill Lynch  August 2007 - February 2009
Morgan Stanley  December 2003 - August 2007
Southwest Securities  January 2000 - December 2003

Education
Dallas County Community College   1994 — 1995
Office Technology

Bernard Armstrong Bernard Armstrong Greater New York City Area Details
Bernard Armstrong's Oppenheimer Experience October 2009 - Present
Job DirectorInvestments at Oppenheimer
Industry Financial Services
Experience
Oppenheimer   October 2009 - Present
UBS Wealth Management  May 2005 - September 2009
GartnerGroup   1987 - 2001
Gartner Group  1987 - 2001
Gartner  1987 - 2001

Skills
Estate Planning, Financial Planning, Retirement Planning, Asset, Allocations, Investments, Trusts, Wealth Management, Asset Management, Wealth Accumulation, Asset Protection, Investment Strategies, Portfolio Management, Annuities, Risk Management, Asset Allocation, Insurance, Investment Advisory, Series 7, Retirement, Strategic Financial..., Asset Managment, Fixed Annuities, IRAs, Alternative Investments, Finance, Mutual Funds, Series 63

Education
The Johns Hopkins University
Bachelor of Arts (BA), Business and Finance

Elizabeth J. Knauss Elizabeth J. Knauss Greater New York City Area Details
Elizabeth J. Knauss's Oppenheimer Experience August 2014 - March 2015
Job Director at Oppenheimer
Industry Financial Services
Experience
Trelevate  January 2014 - Present
Oppenheimer   August 2014 - March 2015
Bloomberg Tradebook  September 2008 - December 2013
Lehman Brothers  May 2004 - April 2008
KBC Financial Products  May 2003 - May 2004

Skills
Options, Equities, Derivatives, Trading, FX Options, Bonds, ETFs, Trading Strategies, FINRA, Traders, Electronic Trading, Equity Trading, Trading Systems, Bloomberg, Financial Markets, Equity Derivatives, Hedge Funds, Market Data, Capital Markets, Portfolio Management, Technical Analysis, Fixed Income, Securities, CDS, Alternative Investments, Series 63, Investments, Credit Derivatives, Bloomberg Terminal, Emerging Markets, Proprietary Trading, Investment Banking, Series 7, Asset Management, Commodity

Education
University of Oxford - Said Business School   2014 — 2015
Executive MBA

University of Oxford - Said Business School   2013 — 2014
Diploma in Financial Strategy

Pace University   2000 — 2003
BBA, International Management

Université Paris-Sorbonne   2002 — 2002
Study Abroad, Intenational Business & French

Griffith University   2000 — 2000
Study Abroad, International Business & Marine Biology; Gold Coast, Australia

Michael Nannizzi Michael Nannizzi Greater New York City Area Details
Michael Nannizzi's Oppenheimer Experience June 2008 - December 2010
Job
Industry Financial Services
Experience
Goldman Sachs  2010 - Present
Oppenheimer   June 2008 - December 2010
Bear Stearns  September 2005 - June 2008
Macromarkets.com   June 2003 - September 2005
Walmart.com  August 2000 - July 2001
e-lingo   September 1999 - August 2000
Ernst & Young  June 1997 - September 1999

Skills
Strategic Financial..., Insurance, Finance, Equity Research, Equities, Accounting, Financial Modeling, Valuation

Education
New York University - Leonard N. Stern School of Business   2001 — 2003
MBA, Finance

Marquette University   1993 — 1997
BS, Accounting/International Business

Jason Frazzano Jason Frazzano Red Bank, New Jersey Details
Jason Frazzano's Oppenheimer Experience 1991 - 1993
Job Founder, Curriculum Designer and Master Level Coach
Industry Primary/Secondary Education
Experience
Focused Coaching  March 2006 - Present
Focused Coaching LLC   March 2006 - Present
Gural Trust Queens, NY   2010 - 2012
oppenheimer   1991 - 1993

Skills
Writer, Mathematician,..., Tutoring, Editing, Public Speaking, Teaching, Curriculum Design, Curriculum Development, Social Media, PowerPoint, Microsoft Office, Educational Technology, Instructional Design, Research, Microsoft Word, Microsoft Excel, Educational Leadership, Coaching, Higher Education, Program Management, Fundraising

Education
Columbia Law School   2000 — 2003
Doctor of Law (JD)

Stanford University   1990 — 1994
A.B., English

holmdel high school   1986 — 1990

Dane Lupe, CIC Dane Lupe, CIC Greater Los Angeles Area Details
Dane Lupe, CIC's Oppenheimer Experience October 2007 - May 2008
Job Assistant Vice President at White & Company Insurance
Industry Insurance
Experience
White & Company Insurance  August 2011 - Present
Lockton Companies  June 2008 - August 2011
Oppenheimer   October 2007 - May 2008

Skills
Coverage Review, Marketing, Negotiation, Insurance, CRM, Property & Casualty..., Analysis, Workers Compensation, Financial Analysis, Customer Service, Microsoft Excel, Leadership, Account Management, Investments, Accounting

Education
Bentley University   2004 — 2008
Bachelor of Science, Finance

Niskayuna High School   2000 — 2004
Bachelor of Science (B.S.), Finance

Scout Tweedie-Yates Scout Tweedie-Yates San Francisco Bay Area Details
Scout Tweedie-Yates's Oppenheimer Experience January 2010 - May 2010
Job Operations at The Founder Institute
Industry Venture Capital & Private Equity
Experience
The Founder Institute  June 2015 - Present
Proformative  February 2015 - March 2015
Koru, Inc  November 2014 - January 2015
OIOO (USA), Inc.   June 2014 - December 2014
Santa Clara University  October 2013 - December 2013
WaterWise Consulting, Inc.   June 2013 - September 2013
Kidz Love Soccer  January 2012 - January 2013
Vector Marketing  January 2011 - July 2011
Oppenheimer   January 2010 - May 2010
The Olympic Ski School   January 2009 - January 2010

Skills
Sales Management, Sales, Sales Operations, Account Management, Customer Service, New Business Development, Marketing Strategy, Key Account Management, Negotiation, Marketing, Retail, FMCG, Direct Sales, Forecasting, Microsoft Office, Product Development, Merchandising, Key Account Development, Strategic Planning, Inventory Management, Microsoft Excel

Education
Santa Clara University   2010 — 2014
Bachelor's Degree, Environmental Studies

The Overlake School   2006 — 2010
High School Diploma

JJ Sackett, CFP®, CMFC, ChFC® JJ Sackett, CFP®, CMFC, ChFC® Greater Denver Area Details
JJ Sackett, CFP®, CMFC, ChFC®'s Oppenheimer Experience 1986 - 1994
Job Sr. Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2014 - Present
TIAA-CREF  November 2007 - Present
TIAA-CREF  January 2001 - November 2007
Kirkpatrick Pettis  1997 - 2001
Piper Jaffray  1994 - 1997
Oppenheimer   1986 - 1994

Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Series 7, Investment Advisory, Mutual Funds, Estate Planning, Series 63, Fixed Annuities, Financial Advisory, Asset Allocation, Wealth, Financial Services, 401k, Relationship Management, Life Insurance, Long Term Care Insurance, Variable Annuities, Pensions, Long-term Care, Insurance

Education
College for Financial Planning   2002 — 2005
CFP®, Certified Financial Planner

University of Northern Iowa   1978 — 1985
BA, Business

Josh Weiss Josh Weiss Greater Boston Area Details
Josh Weiss's Oppenheimer Experience May 2005 - August 2005
Job Business Analyst
Industry Financial Services
Experience
J.P. Morgan   February 2013 - Present
State Street  February 2012 - February 2013
GMO  June 2007 - February 2012
Investors Bank &Trust   June 2006 - May 2007
Oppenheimer   May 2005 - August 2005

Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Fund Accounting, Derivatives, Securities, Bloomberg Terminal, Hedge Funds, Investments, Asset Managment, Alternative Investments, Financial Services, Financial Analysis, Corporate Actions, Valuation, Asset Allocation, Business Analysis, Finance, Microsoft Excel, Swaps, Back Office, Collateral Management, Economics, Relationship Management, MySQL, Visio, PowerPoint, Project Management, Project Support

Education
Bryant University   2002 — 2006
Dual Bachelors, Business Administration; Finance and Economics

Sherwin Seecharan Sherwin Seecharan New Windsor, New York Details
Sherwin Seecharan's Oppenheimer Experience June 2007 - January 2008
Job IT Analyst at National Australia Bank
Industry Banking
Experience
National Australia Bank  March 2008 - Present
Oppenheimer   June 2007 - January 2008

Skills
ITIL, Business Analysis, Active Directory, Hardware, Banking, Software Installation, Testing, Troubleshooting, Requirements Analysis, Vendor Management, Risk Management

Education
Long Island University, Brooklyn Campus   2002 — 2007
Bachelor of Science (B.S.), Computer Science, 3.0

Jerimie Schmidt Jerimie Schmidt Greater Philadelphia Area Details
Jerimie Schmidt's Oppenheimer Experience December 2009 - February 2011
Job Area Manager at Amazon
Industry Warehousing
Experience
Amazon  May 2015 - Present
National Xpress Logistics   March 2012 - February 2015
Rockwell Transportation   February 2011 - March 2012
Oppenheimer   December 2009 - February 2011
Profruit Marketing   December 2002 - March 2009

Skills
Logistics, Transportation, Warehousing, Freight, 3PL, Dispatching, Shipping, LTL, Supply Chain Management, Supply Chain, Rail, Quality Control, International Logistics, Operations Management, Customer Service, Transportation..., Logistics Management, Customer Satisfaction, Import, Management

Education
Temple University - Fox School of Business and Management   2007 — 2009
Bachelor of Science, Finance

James Choe James Choe Greater Boston Area Details
James Choe's Oppenheimer Experience 2010 - 2011
Job Investment Professional
Industry Financial Services
Experience
Cowen and Company  2011 - 2014
Oppenheimer   2010 - 2011
Merrill Lynch  2009 - 2009
Greylock McKinnon Associates  2005 - 2008
ECONorthwest  2002 - 2005

Skills
Equity Research, Valuation, Data Analysis, Bloomberg, Equities, SAS, Investment Banking, Stata, Microsoft Excel, Econometrics, Eviews, Python, Factset, ArcGIS, SQL, Survival Analysis, Web Development, Geospatial Data, MQTT, Objective-C, Go, Corporate Finance, Capital Markets

Education
New York University - Leonard N. Stern School of Business   2008 — 2010
MBA, Finance, Economics and Accounting

Bowdoin College   1997 — 2001
AB, Computer Science/Mathematics and Economics

Anthony Mastromauro Anthony Mastromauro Greater Los Angeles Area Details
Anthony Mastromauro's Oppenheimer Experience June 1988 - May 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

Travus Pope Travus Pope Naples, Florida Area Details
Travus Pope's Oppenheimer Experience January 2003 - December 2006
Job Foundation Board of Directors at Florida Gulf Coast University
Industry Financial Services
Experience
Florida Gulf Coast University  January 2015 - Present
WINGS OF SHELTER INT'L, INC.   2009 - Present
Young Life  2009 - Present
Syndicated Capital   December 2006 - Present
Oppenheimer   January 2003 - December 2006

Education
University of Connecticut   1994 — 1998

yale wolf yale wolf Greater New York City Area Details
yale wolf's Oppenheimer Experience December 2005 - April 2006
Job senior loan officer at refinance.com
Industry Banking
Experience
refinance.com  Senior loan officerAccredited Home LendingApril 2006 - December 2006
Oppenheimer   December 2005 - April 2006

Education
Hofstra University   2002 — 2005
B.S, Finance, legal studies

Florida Atlantic University   1999 — 2002
AA, business management

Beaver Country Day School   1994 — 1998
HS Diploma

Tanya Micek Tanya Micek Denver, Colorado Details
Tanya Micek's Oppenheimer Experience 2005 - 2006
Job Head of Funds at Thomson Reuters
Industry Investment Management
Experience
Thomson Reuters  July 2014 - Present
Thomson Reuters  June 2011 - Present
Thomson Reuters  September 2010 - August 2011
Thomson Reuters  2006 - March 2011
Oppenheimer   2005 - 2006
INVESCO Funds Group / Aim Investments   January 1990 - May 2005
Invesco Ltd.  1990 - May 2005
Mountain States Bank  1986 - 1990

Skills
Cross-cultural Teams, New Business Development, Business Process..., Customer Experience, Strategic Planning, Project Leadership, Operational Excellence, Leadership, Mutual Funds, Project Management, Financial Services, Business Analysis, Employee Training, Analysis, Program Management, Team Leadership, Portfolio Management, Investments, Integration, Management, Process Improvement, Databases, Equities, Fixed Income, Securities, Mergers & Acquisitions, Quality Assurance, Requirements Analysis

Education
Regis University

Jerron Jutila Jerron Jutila Greater Los Angeles Area Details
Jerron Jutila's Oppenheimer Experience 2002 - 2004
Job Reef Capital LLC
Industry Venture Capital & Private Equity
Experience
Reef Capital LLC   January 2014 - Present
Argentum Group   2004 - 2013
Oppenheimer   2002 - 2004
Morgan Stanley  2000 - 2002
The Walt Disney Company  1994 - 1998

Skills
Fixed Income, Wealth Management, Corporate Finance, Estate Planning, Strategy, Finance, Real Estate, Asset Management, Management, Leadership, Financial Modeling, High Yield, Series 7, Unit Investment Trusts, Portfolio Management, Wealth Management..., Investments, Strategic Financial..., Strategic Planning, Equities, Financial Advisory, Valuation, Capital IQ, Financial Services, Financial Analysis, Mergers & Acquisitions, Asset Allocation, Due Diligence, Business Strategy, Alternative Investments

Education
UCLA Anderson School of Management   1998 — 2000
MBA, Finance

California Polytechnic State University-San Luis Obispo   1989 — 1995
B.S., Finance

Fortuna High

Ken Cunningham Ken Cunningham Greater New York City Area Details
Ken Cunningham's Oppenheimer Experience May 2001 - Present
Job Executive Director at Oppenheimer
Industry Financial Services
Experience
Oppenheimer   May 2001 - Present

Skills
Equities, Fixed Income, Capital Markets, Bloomberg, Alternative Investments, Investments, Hedge Funds, Series 7, Securities, Series 63

Education
Cornell University   1995 — 2000

Patricia Sterling Patricia Sterling Greater Boston Area Details
Patricia Sterling's Oppenheimer Experience September 2003 - December 2004
Job Manager, Account Operations at Fluent Technologies
Industry Libraries
Experience
Fluent Technologies  November 2014 - Present
Fluent Technologies  January 2013 - November 2014
Fluent Technologies  June 2010 - December 2012
Millennium Pharmaceuticals  June 2009 - September 2009
Millennium Pharmaceuticals  October 2008 - May 2009
Millennium Pharmaceuticals  June 2008 - August 2008
Fluent Technologies  December 2004 - August 2007
Oppenheimer   September 2003 - December 2004
Secure Financial Services   September 2002 - September 2003

Skills
Account Management, Management, Library Science, Competitive Intelligence, Research, Library, Cataloging, Content Management, Teaching, Books, Ebooks, Libraries, Metadata, Project Management

Education
Simmons College   2007 — 2009
MLIS, Library and Information Science

University of Massachusetts, Amherst   1997 — 2001

Sa'ar Yaniv Sa'ar Yaniv Greater New York City Area Details
Sa'ar Yaniv's Oppenheimer Experience 2005 - 2007
Job CoFounder, Director at FreshAdvisory
Industry Financial Services
Experience
FreshAdvisory   June 2009 - Present
Hunter Mountain Ski Bowl, Inc.   2009 - 2014
JPMorgan  May 2007 - January 2009
Oppenheimer   2005 - 2007
FBR  2001 - 2003
First Union  2000 - 2001

Skills
Investment Banking

Education
University of California, Davis

Dan Conlon Dan Conlon Greater New York City Area Details
Dan Conlon's Oppenheimer Experience January 2008 - April 2012
Job Managing Director at Oppenheimer
Industry Financial Services
Experience
Oppenheimer   January 2008 - April 2012
CIBC World Markets  May 2006 - January 2008
Dresdner Bank  June 2002 - May 2006
Allfirst Bank  March 2000 - April 2002
Summit Bank  January 1998 - January 2000
CIBC  May 1988 - January 1998
RBC Royal Bank  1983 - 1988

Education
City University of New York-Brooklyn College   1975 — 1979

Y. Patsy Daniels Y. Patsy Daniels Greater San Diego Area Details
Y. Patsy Daniels's Oppenheimer Experience January 2006 - November 2012
Job Consumer Products Sales and Marketing
Industry Market Research
Experience
San Diego Soy Dairy   June 2015 - Present
The NPD Group  April 2013 - June 2015
San Diego Soy Dairy Tofu   November 2012 - April 2013
Oppenheimer   January 2006 - November 2012
Maxxium  2004 - 2005
ACNielsen  2001 - 2003
Crystal Geyser Water Company  1997 - 1999
Fresh Express  1995 - 1997
SymphonyIRI Group  1994 - 1995

Skills
Customer Insight, Data Analysis, Presentation Development, Sales Presentations, Web Analytics, Marketing, Market Analysis, Product Marketing, Account Management, Multi-channel Retail, Retail Marketing, Shopper Marketing, Superior Client Service, Marketing Strategy, Strategy, Digital Marketing, Retail, Sales, Client Services, E-commerce, FMCG, Management

Education
University of California, San Diego   1986 — 1990
Bachelor of Arts (BA)

The Hotchiss School
High School

University of San Francisco
MBA, Marketing

Marr, Erik Marr, Erik Barnstable/Yarmouth, Massachusetts Area Details
Marr, Erik's Oppenheimer Experience 2007 - 2008
Job Student at Bentley College
Industry Financial Services
Experience
Oppenheimer   2007 - 2008

Education
Bentley University   2004 — 2008

Allen Brooks Allen Brooks Houston, Texas Area Details
Allen Brooks's Oppenheimer Experience 1997 - 2005
Job Independent Oil & Energy Professional
Industry Oil & Energy
Experience
G. Allen Brooks, LLC/PPHB LP   March 2005 - Present
Oppenheimer   1997 - 2005
Howard Weil  1993 - 1997

Education
Cornell University   1967 — 1969
MS, Economics

The University of Connecticut   1964 — 1967
BA, Economics and History

Tanya Magnon Tanya Magnon Greater Atlanta Area Details
Tanya Magnon's Oppenheimer Experience March 2002 - Present
Job VicePresident at Oppenheimer
Industry Financial Services
Experience
Oppenheimer   March 2002 - Present
Prudential Financial  February 2000 - April 2002
CPB  March 1994 - October 1997

Education
St. Joseph's College (IN)   1989 — 1993
BS, BBA, Marketing, Finance

Raymond Braun Raymond Braun Greater New York City Area Details
Raymond Braun's Oppenheimer Experience 2003 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley  May 2006 - 2007
Oppenheimer   2003 - 2003

Skills
Series 7, Insurance, Wealth Management, Series 63

Education
Susquehanna University   2000 — 2004
Bachelor's degree, Finance

David Todesco David Todesco Greater Boston Area Details
David Todesco's Oppenheimer Experience May 2009 - April 2014
Job Equity Sales Trader Oppenheimer & Co, Inc.
Industry Investment Management
Experience
Oppenheimer   May 2009 - April 2014
Fidelity Investments  January 1984 - February 2009

Education
Northeastern University   1982 — 1987

Hisham Barghout Hisham Barghout New York, New York Details
Hisham Barghout's Oppenheimer Experience July 2009 - December 2013
Job Managing Director, Aerospace and Defense M&A and Capital Advisory, Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
EY  December 2013 - Present
Oppenheimer   July 2009 - December 2013
Jefferies  2002 - 2009

Skills
Private Equity, Investment Banking, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Executive Management, Financial Modeling, LBO, M, Mergers, Valuation, Venture Capital

Education
University of California, Los Angeles

Tom Rumore Tom Rumore Mahopac, New York Details
Tom Rumore's Oppenheimer Experience 1995 - 2004
Job VP at Nomura
Industry Banking
Experience
Nomura  April 2009 - Present
Bank of America  2004 - 2009
Oppenheimer   1995 - 2004

Skills
Fixed Income, Capital Markets, Derivatives, Prime Brokerage, Bloomberg, Securities, Equities, Back Office, Trading Systems, Investment Banking, Middle Office, Bonds, Securities Lending

Education
St. John's University, The Peter J. Tobin College of Business   1990 — 1993
B.S., Business Management

State University of New York at Albany   1989 — 1990
Business Management

Regis High School   1984 — 1988

Jessica Sager Jessica Sager Greater Boston Area Details
Jessica Sager's Oppenheimer Experience 2007 - 2007
Job High School Spanish Teacher at Boston Public Schools
Industry Education Management
Experience
Boston Public Schools  September 2011 - Present
Boston Public Schools  August 2007 - August 2011
Oppenheimer   2007 - 2007
Americorps - Wexford Ridge Neighborhood Center   August 2003 - February 2005

Education
Boston College   2005 — 2006
M.Ed., History, ESL

University of Wisconsin-Madison   1998 — 2001
BS, International Rural Sociology, Latin American and Iberian Peninsula Studies, Global Cultures

Pontificia Universidad Católica del Ecuador   1999 — 2000
Sociology

Glenn Greene Glenn Greene Greater Chicago Area Details
Glenn Greene's Oppenheimer Experience June 2007 - Present
Job Managing Director at Oppenheimer
Industry Capital Markets
Experience
Oppenheimer   June 2007 - Present
ThinkEquity LLC  2002 - 2007
ABN AMRO Bank N.V.   1998 - 2002

Skills
Valuation, Portfolio Management, Investments, Investment Banking, Hedge Funds, Financial Modeling, Equity Research, Equities, Bloomberg, Capital Markets, Asset Management, Private Equity, Alternative Investments, Fixed Income, Securities

Education
New York University - Leonard N. Stern School of Business   1989 — 1990
MBA, Finance

Emory University - Goizueta Business School   1981 — 1985
BBA, Accounting

Joe Choi Joe Choi Greater Los Angeles Area Details
Joe Choi's Oppenheimer Experience May 2003 - June 2006
Job Los Angeles
Industry Investment Banking
Experience
Imperial Capital, LLC  October 2013 - August 2015
Wedbush Securities  May 2008 - October 2013
Shinsegae, Ltd   January 2008 - May 2008
CYR Int'l   June 2006 - January 2008
Oppenheimer   May 2003 - June 2006
Smith Barney  March 2002 - April 2003
American Express Financial Advisors  August 2001 - March 2002

Skills
Series 7, Hedge Funds, Equities, Investments, Equity Research, Bloomberg, Market Research, Competitive Analysis, Valuation, Mutual Funds, Capital Markets, Trading, Securities, Finance, Series 63, Asset Management, Financial Modeling

Education
University of California, Riverside   1997 — 2001
B.A., Economics

Dale Montagna Dale Montagna Greater New York City Area Details
Dale Montagna's Oppenheimer Experience 2004 - 2005
Job Managing Director Auriga USA
Industry Financial Services
Experience
Auriga USA, LLC  2009 - Present
Credit Suisse  2006 - 2009
Fulcrum Global Partners  2005 - 2005
Oppenheimer   2004 - 2005
Morgan Stanley  1996 - 1999
DuPont  1989 - 1994

Education
Columbia University - Columbia Business School   1994 — 1996
MBA, Finance

University of Pennsylvania   1984 — 1988
BA, Chemistry

Karen David-Green Karen David-Green Houston, Texas Area Details
Karen David-Green's Oppenheimer Experience 2005 - 2009
Job Vice President of Investor Relations and Corporate Communications at Weatherford
Industry Oil & Energy
Experience
Weatherford  June 2010 - Present
Baker Hughes  June 2009 - June 2010
Oppenheimer & Co. Inc.   October 2005 - April 2009
Oppenheimer   2005 - 2009

Skills
Investments, Petroleum, Mergers & Acquisitions, Marketing, Financial Modeling, Equity Research, Investor Relations, Oilfield, Risk Management, Financial Analysis, Accounting, Budgets, Corporate Communications, Valuation, Corporate Finance, Energy, Upstream, Research

Education
The University of Texas at Austin   1988 — 1990
BBA, Finance

Michael Curti Michael Curti West Palm Beach, Florida Area Details
Michael Curti's Oppenheimer Experience December 1996 - August 2001
Job PresidentCurti & Associates
Industry Financial Services
Experience
Curti & Associates   August 2010 - Present
National City Bank  April 2008 - April 2010
Professional Planners   May 2002 - February 2008
Morgan Stanley  September 2001 - May 2002
Oppenheimer   December 1996 - August 2001
Bank of America (Security Pacific)   June 1985 - December 1996
Marine Midland Bank  June 1983 - August 1985
Spear Leeds & Kellogg  March 1980 - June 1983
Merril Lynch  July 1974 - March 1980

Skills
Fixed Annuities, Management, Bonds, Small Business, Investments, Securities, Customer Service, Banking

Education
City University of New York-Brooklyn College   1974 — 1984
No, Liberal Arts and Sciences/Liberal Studies

Demetrius Glass Demetrius Glass Westland, Michigan Details
Demetrius Glass's Oppenheimer Experience June 1999 - May 2015
Job IT Specialist at Yazaki North America
Industry Automotive
Experience
Yazaki North & Central America  May 2015 - Present
Oppenheimer   June 1999 - May 2015
Prefered Solutions   March 1997 - June 1999

Education
University of Phoenix
Bachelor of Information technology Computer Science, Information Technology

Keirin Shanahan Keirin Shanahan Miami/Fort Lauderdale Area Details
Keirin Shanahan's Oppenheimer Experience 1990 - 1991
Job President at Skilled Staffing LLC
Industry Staffing and Recruiting
Experience
Skilled Staffing LLC   April 2010 - Present
Skilled Services  February 1998 - May 2008
J.B. Oxford &Co.   April 1997 - January 1998
Eastern Stabilized Products Corp.   February 1991 - April 1997
Oppenheimer   1990 - 1991

Skills
New Business Development, Recruiting, Executive Search, Strategic Planning, Business Development, Sales, Sales Management, Team Building, Marketing, Negotiation, Coaching, Talent Acquisition, Account Management, Technical Recruiting, Customer Service

Education
Rider University   1990 — 1992
Bachelor of Business Administration (B.B.A.)

University of Miami   1988 — 1989
Bachelor of Business Administration (B.B.A.), q

Adrian Coard Adrian Coard Greater New York City Area Details
Adrian Coard's Oppenheimer Experience April 1994 - October 1996
Job Corporate Actions Specialist
Industry Financial Services
Experience
RtEc INTERNATIONAL LLC   June 2009 - Present
RTEC International LLC   June 2009 - 2012
DEUTSCHE BANK SECURITIES INC  May 1997 - July 2009
Deutsche Bank Securities Inc.  May 1997 - June 2009
Deutsche Bank Securities Inc  May 1997 - June 2009
Deutsche Bank Securities  February 1997 - June 2009
Bear Stearns  October 1996 - May 1997
OPPENHEIMER   April 1994 - October 1996
WATERHOUSE SECURITIES  April 1992 - April 1994
DEAN WITTER REYNOLDS  October 1987 - April 1992

Skills
Mergers, Corporate Actions, Equities, DTC, Settlements, Securities Lending, Prime Brokerage, Securities, Middle Office, Back Office, Client Service, Customer Relations, Excel, PowerPoint, Bonds, Problem Solving, Microsoft Office, Compliance

Education
City College of New York
Political Science

City College of New York
B.A, Political Science

Kingsborough Community College

New York Institute of Finance

Richard Nidetz Richard Nidetz Miami/Fort Lauderdale Area Details
Richard Nidetz's Oppenheimer Experience January 1991 - January 1995
Job Financial Services Professional
Industry Financial Services
Experience
Govgistics   January 2011 - Present
United Capital Financial Advisors   May 2010 - October 2010
United Capital Financial   May 2010 - October 2010
Capitas Financial  June 2005 - May 2010
Capitas Financial, LLC   May 2005 - February 2010
Wells Fargo Advisors  January 1997 - January 2005
Acquired by Wachovia in 2003   January 1997 - January 2002
Merrill Lynch  January 1995 - January 1997
Oppenheimer   January 1991 - January 1995
Connecticut Mutual/Hunken Associates   January 1987 - January 1991

Skills
Estate Planning, Insurance, Annuities, Retirement Planning, Wealth Transfer, Retirement, Long Term Care, Wealth Management, Succession Planning, Sales Management, Wealth

Education
DePaul University   1975 — 1978
Bachelor of Arts, Business Administration

Arizona State University   1974 — 1975
Master of Arts, Economics

DePaul University   1970 — 1975
MS, Ecponomics, Economics, Business Admionostration

Louis Suba Louis Suba San Francisco Bay Area Details
Louis Suba's Oppenheimer Experience 2006 - 2007
Job Executive Director at MKM Partners
Industry Financial Services
Experience
MKM Partners  2014 - Present
Lazard Capital Markets  2013 - 2014
ThinkEquity LLC  2011 - 2012
Wedbush Securities  2008 - 2011
Oppenheimer   2006 - 2007
BB&T Capital Markets  2005 - 2006
Deutsche Bank  2001 - 2005
Robertson Stephens  1997 - 2001
Price Waterhouse  1990 - 1995

Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation

Education
University of California, Berkeley
Master of Business Administration (MBA), Finance

Indiana University Bloomington
Bachelor of Science (BS), Finance

Frank Quartarolo Frank Quartarolo Whitestone, New York Details
Frank Quartarolo's Oppenheimer Experience January 2000 - Present
Job Director Trading Technology at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co.   September 2000 - Present
Oppenheimer   January 2000 - Present

Skills
Equity Trading

Education
New York Institute of Technology-Old Westbury
Bachelor's Degree, Computer Graphics

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