Oppenheimer Company
Industry: Theoretical physicist
DescriptionJulius 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
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
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
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
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
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
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
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
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
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
Professional Networking CounselorFamily Service League1990 - 2009
Oppenheimer 1980 - 2009
Education
Brown University 1976 — 1980
BS, Polical Science
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Oppenheimer 2007 - 2008
Education
Bentley University 2004 — 2008
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
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
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
Oppenheimer May 2009 - April 2014
Fidelity Investments January 1984 - February 2009
Education
Northeastern University 1982 — 1987
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
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
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
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
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
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
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
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
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
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
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
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
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
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