OppenheimerFunds, Inc
Industry: Company
DescriptionHeadquarters: New York City, NY CEO: Arthur P. Steinmetz Chief investment officer: George R. Evans (Equities) Chief risk officer: Ahmad Deek CFO: David M. Pfeffer Subsidiaries: SteelPath, OFI Global Asset Management, Inc.,
OppenheimerFunds, Inc List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at OppenheimerFunds, Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.
OppenheimerFunds, Inc Salaries. You can even request information on how much does OppenheimerFunds, Inc pay if you want to. Learn about salaries, pros and cons of working for OppenheimerFunds, Inc 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!
196 OppenheimerFunds, Inc employees in database. Find out everything there's to know about OppenheimerFunds, Inc 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.
OppenheimerFunds, Inc Employees
Goldman Sachs May 2013 - Present
ALLIANZ GLOBAL INVESTORS DISTRIBUTOR LLC July 2008 - May 2013
Allianz Global Investors / PIMCO July 2008 - December 2010
OppenheimerFunds, Inc August 2000 - July 2008
ADMASTER COMMUNICATIONS INC January 1997 - January 2000
Admaster, Inc 1997 - 2000
J.P January 1995 - January 1997
J. P Morgan 1995 - 1997
DREYFUS SERVICES CORPORATION January 1993 - January 1994
Dreyfus Services Corporation January 1991 - January 1993
Skills
Marketing Strategy, Integrated Marketing, E-business, Email Marketing, Online Marketing, Digital Marketing, Digital Strategy, Online Advertising, Brand Management, Brand Awareness, Strategy, CRM, E-commerce, Content Strategy, Leadership, Marketing Communications, Product Marketing, Marketing, Cross-functional Team..., Interactive Marketing, Business Development, Content Management, Social Media, Account Management, Project Management, Management, Direct Mail, Analytics, Market Analysis
Education
Manhattan College 1983 — 1987
BS Marketing
BMO Global Asset Management 2014 - Present
Mercer Investment Consulting 2010 - 2013
Gottex Fund Management Ltd. 2007 - 2011
Enterprise Bank 2003 - 2007
OppenheimerFunds, Inc. 1998 - 2002
Morrison Mahoney & Miller 1988 - 1992
Skills
Consultant Relations, Leadership, Investment Strategies, Institutional..., Investment Consulting, Institutional Sales, Private Foundations, Endowment Funds, Hedge Funds, Defined Benefit, Business Development, Alternative Investments, Asset Allocation, Team Building, Asset Managment, Investment Advisory..., Portfolio Management, Investment Management, Mutual Funds, Equities, Wealth Management, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
M.B.A., Finance
Boston College
BA, Political Science and Government
Boston College Law School
J.D., Law
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman September 2010 - June 2013
Oppenheimerfunds Inc August 2007 - December 2010
Oppenheimerfunds Inc August 2006 - August 2007
Oppenheimerfunds Inc April 2005 - August 2006
Skills
Mutual Funds, Investments, Portfolio Management, Fund Accounting, Trading, Accounting, Mergers & Acquisitions, Bloomberg, Alternative Investments, Fixed Income, Equities, Asset Management, Hedge Funds, Asset Allocation, Securities, Financial Analysis, Series 7, Valuation, Financial Modeling, Investment Strategies, Investment Management
Education
Colorado State University 2000 — 2004
Bachelor of Science, Finance
Four Corners Petroleum January 2015 - Present
Magness Investment Group LLC March 2013 - January 2015
Family Tree Corporation July 2010 - March 2013
Family Tree Corporation May 2008 - July 2010
OppenheimerFunds, Inc August 2004 - May 2008
Skills
Finance, Investments, Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Accounts Payable, Strategic Planning, Financial Management, Derivatives, Account Reconciliation, Bloomberg, Due Diligence, Budgeting, Cash Management, Asset Management, Mutual Funds, Alternative Investments, Options, Financial Reporting, Investor Relations, Internal Controls, General Ledger, Project Management, Capital, Asset, Compliance, Debt, Forecasting, Financial Accounting, Fund Accounting, Cash Flow, Business Planning, Financial Forecasting, Business Strategy, Excel, Payroll, Financial Markets, Financial Control, Reconciliation, Capital Budgeting, Project Finance, Budget Analysis, Business Process..., Operations Management, Management, Risk Management, Excalibur, OGSYS
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA, Finance
Fort Lewis College 1999 — 2004
BA, Finance and Accounting
Thornton High School
Pearson Education January 2014 - Present
Douglas County Government April 2002 - January 2014
Qwest Communications June 2001 - April 2002
Context Integration June 2000 - June 2001
OppenheimerFunds, Inc. March 1998 - January 2000
Raymond James Consulting March 1995 - March 1998
Joint Commission April 1994 - February 1995
CSC Consulting June 1987 - April 1994
Skills
Enterprise Architecture, Agile Methodologies, Software Development, SOA, Scrum, DevOps, Amazon EC2, Web Services, IT Strategy, Data Modeling, Integration, Project Management, Java Enterprise Edition, Solution Architecture, Mobile Applications, GIS, Software Project..., Object Oriented Modeling, Problem Analysis, Product Evaluations, System Architecture, Systems Analysis, Team Facilitation, IT Management, Business Analysis, SDLC, Data Warehousing, Java, Mobile Architecture, HTML 5, Road Map Development, CSS3, REST, ITIL v3 Foundations..., .NET, ESRI, JBoss Application Server, Budgets, Emerging Technologies, Software Design, Software Engineering, Software Engineering..., Systems Architecture, Agile Project Management, Cloud Computing, Application Architecture, JavaScript
Education
Illinois State University 1983 — 1987
BS, Applied Computer Science, Economics
Marist High School 1979 — 1983
J.P. Morgan May 2014 - Present
J.P. Morgan July 2011 - May 2014
OppenheimerFunds, Inc. December 2007 - July 2011
The Krisam Group March 2005 - November 2007
IAC/InterActiveCorp September 2002 - March 2005
Skills
Series 63, Event Planning, Equities, Alternative Investments, Corporate Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Business Management
University of Massachusetts, Amherst 1998 — 2002
BBA, Business Management
Legg Mason October 2014 - Present
OppenheimerFunds, Inc March 2010 - October 2014
AXA Advisors January 2008 - February 2010
Skills
Mutual Funds, Series 63, Series 7, Series 6, 401k, Asset Allocation, Retirement Planning, Retirement, Alternative Investments, Investments, CRM, Wealth Management, Securities, Fixed Income, Equities, Asset Management, Relationship Management, Financial Services, Fixed Annuities, Finance
Education
SUNY Oswego 2004 — 2006
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Jefferson Community College 2002 — 2004
Associate's degree
OppenheimerFunds, Inc September 2006 - August 2013
BusinessEdge Solutions February 2004 - September 2006
Deloitte Consulting 1994 - 2004
Simon and Schuster February 1994 - August 1994
Accutest Laboratories March 1993 - January 1994
OR/MS Dialogue, Inc. 1984 - 1993
J.M. Huber Corporation September 1981 - June 1984
New York University 1979 - 1981
Skills
PMO, Program Management, Project Portfolio..., IT Strategy, Business Process..., Business Transformation, Process Simulation, Financial Services, SDLC, Business Analysis, Risk Management, Management Consulting, Project Management, Management, Business Development, Leadership, Mergers & Acquisitions, Enterprise Software, Project Delivery, Vendor Management, Data Warehousing, Business Process..., Quality Assurance
Education
NYU Stern School of Business 1979 — 1981
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management
SIFMA Securities Industry Institute 2011 — 2013
Queens College 1975 — 1979
Bachelor of Arts (B.A.), Computer Science
Ivy Funds Distributor Inc. March 2004 - Present
OppenheimerFunds Inc. October 1994 - February 2004
Dickinson & Co. 1993 - 1994
Skills
Series 7, Investments, Asset Allocation, FINRA, Wealth Management, Mutual Funds, Alternative Investments, Series 63, Series 65, Hedge Funds, Series 6, ETFs, Separately Managed..., 401k, Series 24
Education
Plymouth State University 1989 — 1992
OppenheimerFunds, Inc. September 2004 - Present
OppenheimerFunds 2004 - 2014
Group Voyagers 1999 - 2004
The F.U.N.D. September 2001 - January 2003
Skills
Accounts Payable, Process Improvement, Customer Service, Problem Solving, Team Building, Team Leadership, Research, Nonprofits, Outlook, Budgets, Microsoft Excel, Financial Analysis, Analysis, Training, Accounting, Leadership, Business Analysis, Project Management, Vendor Management
Education
Regis University 2008 — 2014
Bachelor's, Applied Psychology, specializing in Positive Psychology with a minor in Organizational Development, Magna Cum Laude
Arapahoe Community College
General studies
Mesa State College
Capco June 2012 - Present
West Shore, L.L.C. September 2005 - Present
NY based Financial Services Consulting Firm June 2011 - May 2012
Capco January 2010 - June 2011
Bridgewater Associates March 2008 - January 2010
OppenheimerFunds, Inc September 2007 - February 2008
Nomura Securities, International May 2007 - December 2007
Nomura Securities, International September 2004 - May 2007
Deutsche Bank May 2002 - September 2004
Alphablox May 1998 - May 2002
Skills
Business Intelligence, Data Warehousing, Master Data Management, Program Management, Data Integration, Outsourcing, Management Consulting, Data Governance, Banking, IT Strategy, SDLC, Start-ups, Data Management, Trading Systems, Capital Markets, Sybase, Data Quality, Data Warehouse..., Cross-functional Team..., Investment Banking, Asset Managment, Asset Management, Business Analysis, Analytics, Enterprise Software, Management, Strategy, Vendor Management
Education
Marist College 1984 — 1988
BS
McGladrey November 2014 - Present
Ness Technologies February 2013 - October 2014
UST Global June 2010 - February 2013
KPMG September 2006 - June 2010
OppenheimerFunds, Inc July 2001 - September 2006
NexusGroup August 1996 - July 2001
SilverStream 1999 - 2001
Bankers Trust 1998 - 2001
Deutsche Bank 1998 - 2001
Pepsi-Cola International June 1989 - August 1996
Skills
IT Strategy, Outsourcing, Program Management, Enterprise Software, Software Development, Process Improvement, Offshoring, Business Development, SDLC, Agile Methodologies, Management Consulting, Business Analysis, Enterprise Architecture, Leadership, Vendor Management, Business Transformation, ITIL, Scrum, Knowledge Management, Enterprise Risk..., IT Transformation, Global Sourcing, Cloud Computing, CIO Advisory Services, Project Portfolio..., Solution Architecture, Financial Services, Global Delivery, Customer Retention, Team Building, Global Account..., Product Development, Product Management, P&L Management, Pipeline Management, Pipeline Development, Vendor Relationship..., Innovation Management, Sales Management, Business Strategy
Education
Pace University 1987 — 1991
BBA, International Marketing
. October 2014 - Present
SEED Financial Strategies May 2013 - October 2014
21st Century Insurance June 2012 - May 2013
OppenheimerFunds, Inc July 2007 - April 2012
The Vanguard Group September 2005 - July 2007
Skills
Well developed..., Initiative to gain..., Consistenly empower..., Focus on breaking down..., Creative and..., Requirements Gathering, Business Analysis, Series 7, Leadership, Project Management, Change Management, Mutual Funds, Retirement Planning, SDLC, Customer Service, Investments, Strategy, Vendor Management, Series 6, Financial Services, SharePoint, Team Building, Training, Visio, Data Analysis, Project Planning, CRM, Analysis, Risk Management, FINRA, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2004
BS Journalism-Public Relations & BS Romance Languages-Spanish
University of North Carolina at Chapel Hill 1999 — 2004
OppenheimerFunds, Inc December 2006 - Present
GMAC December 1996 - December 2006
Education
University of Minnesota-Twin Cities
BA, Computer Science with 2 Minors
OppenheimerFunds, Inc. January 2008 - Present
OppenheimerFunds April 2004 - January 2008
OppenheimerFunds September 2000 - April 2004
OppenheimerFunds April 1999 - September 2000
Skills
Technology Solution..., Financial Sector, Asset Management, Salesforce.com, Business Process, Vendor Relationship..., Software Development, Team Leadership, Agile Methodologies, CTI, Software Project..., Requirements Analysis, Business Analysis, Cloud Computing, iPhone, Customer Interaction, Architecture, Salesforce1, Force.com, Call Center, SharePoint, Integration, SQL, Chatter, Performance Tuning, PL/SQL, ETL, Siebel EIM, Enterprise Mobility, Siebel Administration, Technical Staff..., End User Training, Access, System Deployment, Siebel CRM, Oracle, Databases, Pyxis, PyxisMobile, Siebel EAI, End User Support, Social Enterprise, Process Engineering, Performance Management, SQL Tuning, Mentoring, Application Development, Visual Basic, SQL Server, Record Of Success
Education
City University of New York-Brooklyn College 1995 — 1998
Undergraduate studies toowards BS
Odessa National Academy of Food Technologies 1993 — 1994
Undergraduate studies towards BS
American Funds May 2014 - Present
OppenheimerFunds, Inc November 2006 - April 2014
Georgeson Shareholder Securities March 2002 - November 2006
Georgeson Shareholder Securities, Inc. May 2000 - February 2002
Skills
Mutual Funds, 401k, Sales, CRM, Separately Managed..., Strategy, FINRA, Financial Analysis, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Retirement, Series 24, Securities, Investment Strategies, Investment Advisory, Fixed Income, Defined Contribution, Series 65, Salesforce.com
Education
Hofstra University
Finance, Economics, & Speech Communications
Cardi, Schulte & Ford LLC April 2015 - Present
TriZetto Corporation August 2014 - December 2014
Janus Capital Group June 2013 - August 2014
OppenheimerFunds, Inc. February 2004 - May 2013
OppenheimerFunds, Inc. October 2000 - February 2004
United States Air Force February 1996 - June 2000
Skills
Financial Analysis, Asset Managment, Mutual Funds, Relationship Management, Business Analysis, Process Improvement, Vendor Management, RFP, Securities, Procurement, Management, Contract Negotiation, Contract Management, Asset Management, Analytics, Risk Management, Financial Services, Equities, Banking, Program Management, CRM, SDLC, Investments, Portfolio Management, Leadership, Project Management, Visio, Call Centers, Business Process..., Human Resources, Series 63
Education
Arapahoe Community College 2013 — 2015
Paralegal Certificate
University of Phoenix 2003 — 2006
BS/CJA, Criminal Justice Administration
OppenheimerFunds August 2005 - Present
OppenheimerFunds Inc August 2007 - January 2014
OppenheimerFunds, Inc. August 2005 - August 2007
Robert Walters Associates 2004 - 2005
MAR-Hedge / ETF Report October 2002 - December 2003
Skills
Matlab, SQL, Perl, Alternative Investments, Hedge Funds, Equities, Fixed Income, Retirement Plan..., Marketing Strategy, C++, VBA, C#, Cognos, Zephyr, Factset, Barra, Factset SPAR, Performance Attribution, Attribution, Performance Management, Performance Analysis, Risk Management, Risk Analysis, Market Risk, Risk Analytics, Statistics, Operational Risk, Data Modeling, Data Analysis, Investments, Financial Risk, ETFs, Bloomberg, Quantitative Finance, Derivatives, Reporting & Analysis, Executive Reporting, Analysis, Competitive Analysis, Analytics, Market Analysis, Scenario Analysis, Monte Carlo Simulation, Portfolio Optimization, Portfolio Performance..., Enterprise Risk...
Education
Columbia University in the City of New York 2009 — 2012
Master's, Quantitative Methods (QMSS)
New York University 2007 — 2008
MA, Political Economics
Columbia University in the City of New York 2000 — 2004
BA, Political Economics & Spanish/Portuguese
Yale University 1999 — 2000
Microeconomics Program, Advanced Microeconomic Theory
OppenheimerFunds, Inc. January 2005 - May 2012
Brown & Wood October 1997 - April 2004
Fried Frank 1983 - 1985
Skills
Mutual Funds, Securities, Corporate Law, Organizational..., Investments, Financial Services, Non-profit Leadership, Asset Management, Corporate Governance, Non-profit..., Mergers & Acquisitions, Finance, Mergers, Management, Fixed Income, Due Diligence, Securities Regulation, Capital Markets, Equities, Legal Writing, Non-profits...
Education
Yale Law School 1980 — 1983
Doctor of Law (J.D.)
Columbia University in the City of New York
BA, Sociology, Summa Cum Laude
Legg Mason February 2004 - Present
PIMCO Funds August 2000 - February 2004
OppenheimerFunds Inc February 1999 - August 2000
OppenheimerFunds Inc April 1997 - February 1999
Scudder Funds March 1994 - April 1997
Scudder Funds April 1992 - March 1994
Education
Marist College 1987 — 1991
BS, Finance
John S. Burke Catholic 1983 — 1987
High School
Dexia Financial Products Services July 2009 - Present
Financial Security Assurance March 2006 - July 2009
OppenheimerFunds, Inc February 2005 - March 2006
Self-employed April 2001 - February 2005
Morgan Stanley January 1996 - January 2001
PPL Corporation January 1985 - January 1995
Air Products and Chemicals, inc July 1994 - October 1994
Dorney Park Coaster Company, inc January 1978 - January 1985
Skills
Fixed Income, SDLC, Sybase, Derivatives, Perl, Project Management, SQL, Business Analysis, C#, Java, Equities, Sun Certified Java..., Ksh, HTML, Analysis, Risk Management, Software Development, PowerBuilder, Requirements Analysis, Portfolio Management, Investments, Structured Finance, Financial Risk, Databases, Financial Markets, Capital Markets, CRM, XML, Interest Rate..., Settlement, Equity Derivatives, Access, Options, Trading, Trading Systems, Investment Banking, Bonds, Asset Management, Cloud Computing, Python
Education
Pepperdine University School of Law 1990 — 1993
J.D., law
Lehigh University 1988 — 1990
MBA, Economics
Lehigh University 1981 — 1985
BS, Computing and Informational Science
Parkland High School 1978 — 1981
Coursera
Datacolor November 2012 - Present
Danbury Data Services November 2010 - April 2013
OfficeTeam June 2010 - December 2011
CALIPER HUMAN STRATEGIES November 2008 - February 2009
CALIPER HUMAN STRATEGIES April 2006 - November 2008
OPPENHEIMERFUNDS, INC December 2004 - April 2006
Merrill Lynch February 2002 - December 2004
Skills
Human Resources, Recruiting, Organizational..., Employee Benefits, Employee Engagement, Process Improvement, Onboarding, Personnel Management, Team Building, Employee Relations, Customer Service, Training, Interviews, Performance Management, Talent Acquisition, HRIS, Workforce Planning, Project Management, Leadership, Talent Management, Benefits Administration, Leadership Development, Employee Handbooks, Business Communications, Retirement, Strategic Planning, Coaching
Education
Rutgers University-New Brunswick 2008 — 2010
MBA, Management
Rider University 1997 — 2001
BS, Human Resource Management
TIAA-CREF August 2014 - Present
TIAA-CREF August 2012 - Present
JP Morgan Asset Management December 2011 - November 2012
OppenheimerFunds, Inc November 2010 - November 2011
OppenheimerFunds, Inc. January 2010 - November 2010
OppenheimerFunds, Inc. September 2008 - January 2010
OppenheimerFunds, Inc. September 2007 - September 2008
Skills
Mutual Funds, Retirement Planning, 403 b, Employee Benefits, Variable Annuities, 401k, Profit Sharing, Retirement Plan..., Qualified Retirement..., Fixed Annuities, Defined Contribution, Defined Benefit, Pensions, IRAs, Asset Allocation, 457 Plans, Series 63, Series 7, Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Life Insurance, CRM, ERISA, Investments, Retirement
Education
Metropolitan State University of Denver
Bachelor of Liberal Arts Degree, 2007
OppenheimerFunds, Inc. October 2008 - Present
Goldman Sachs July 2002 - July 2008
Skills
Investments, Equities, Product Management
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor of Arts (BA), Economics
Janus Capital Group 2012 - Present
OppenheimerFunds Inc January 2008 - July 2011
OppenheimerFunds Inc January 2005 - January 2008
OppenheimerFunds January 2003 - January 2005
OppenheimerFunds Inc January 1998 - January 2003
OppenheimerFunds January 1994 - January 1998
OppenheimerFunds Inc January 1993 - January 1994
Skills
Oracle, Business Process, Data Warehousing, ETL, Oracle E-Business Suite, Business Analysis, Financial Accounting, System Testing, Training
Education
Colorado State University
Economics
Claremont McKenna College 1986 — 1989
Economics
State of Oregon September 2012 - Present
State of Oregon April 2005 - October 2012
Compassion International May 2004 - May 2005
Stte of Oregon August 2004 - April 2005
Lockheed Martin January 2001 - April 2004
OppenheimerFunds Inc June 2000 - December 2000
Compassion International December 1996 - June 2000
Direct TV September 1996 - December 1996
Skills
Microsoft SQL Server..., Oracle SQL, Informix, SQL Server, Databases, Requirements Analysis, SSIS, Database Design, SSAS, SSRS, T-SQL, Database Administration, SharePoint, SQL, Documentation, Systems Analysis, SDLC, Microsoft CRM
Education
The National University 1984 — 1985
Bachelor of Arts Degree, Business Administration; an; Information Systems
National University 1983 — 1985
Bachelors of Arts, Business
Hartford Funds November 2011 - Present
OppenheimerFunds, Inc June 2007 - July 2011
First Empire Securities November 2003 - June 2007
Associate August 2001 - January 2003
Barings LLC April 2000 - August 2001
Morgan Stanley Smith Barney April 1998 - April 2000
Bear Stearns September 1997 - April 1998
Skills
Fixed Income, Securities, Investments, Trading, Investment Management, Municipal Bonds, Mutual Funds, Portfolio Optimization, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Portfolio Management, Fixed Income Portfolio..., Liquidity Management, High Yield, Series 7, Retirement Planning, Private Label, Leadership, Mortgage Securities
Education
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
United States Naval Academy 1993 — 1997
Bachelor, Science Curriculum; Political Science
United States Naval Academy 1993 — 1994
Political Science
OppenheimerFunds, Inc 2011 - Present
Oppenheimer Funds September 2007 - September 2012
Skills
Business Analysis, Agile Methodologies, PMO, Team Building, Coaching
Education
University of Michigan 1993 — 1996
LSA, Psych, Psychology
Business Account Manager 2010 - Present
OPPENHEIMERFUNDS, INC 2007 - 2010
Transamerica 2001 - 2007
METLIFE INVESTORS, INC 2003 - 2004
TRANSAMERICA CAPITAL, INC January 2001 - January 2003
Education
University of Missouri-Columbia 1995 — 2000
Bachelor of Science
University of Missouri-Columbia
Bachelor of Science, Parks & Recreation
The Walt Disney Company March 2015 - Present
Disney Vacation Club June 2014 - Present
Disney Vacation Club January 2014 - June 2014
The Walt Disney Company June 2013 - January 2014
Ketchum PR August 2012 - May 2013
OppenheimerFunds, Inc May 2012 - January 2013
Skills
Social Media, Microsoft Word, Microsoft Excel, Microsoft Office..., SPSS, Access, Marketing, Social Media Marketing, PowerPoint, Microsoft Office, Event Management, Internal Communications
Education
James Madison University 2009 — 2013
Bachelor of Science, Communication Studies, Public Relations
Scotch Plains Fanwood High School 2005 — 2009
High School Dipolma
Scottrade, Inc March 2012 - Present
OppenheimerFunds, Inc January 1994 - January 2011
OppenheimerFunds, Inc January 1994 - January 1995
Resources Trust Co January 1993 - January 1994
Resources Trust Co January 1993 - January 1994
Bellco First Federal C.U January 1991 - January 1993
Bellco First Federal C.U January 1991 - January 1993
Skills
MS Office Suite, Captivate, Plateau LMS..., E-learning Development, Learning Management..., Visio, E-Learning, Business Analysis, Training, Business Intelligence, SharePoint, Needs Analysis, Learning Management, Software Documentation, Organizational..., Performance Management, Instructional Design, Microsoft Office
Education
Aurora Community College
English, Psychology, Math
California State University-Long Beach
Community College of Aurora
A.T. Kearney July 2015 - Present
AlixPartners January 2014 - July 2015
AlixPartners June 2011 - June 2014
StudioNow March 2011 - May 2011
Hanesbrands Inc. October 2010 - March 2011
RECKITT BENCKISER, INC June 2010 - August 2010
OPPENHEIMERFUNDS, INC January 2008 - January 2010
SECOND CURVE CAPITAL, LLC January 2006 - December 2007
Skills
Marketing Communications, Digital Marketing, Digital Strategy, Online Marketing, Digital Media, Social Media, SEO, B2B, Online Advertising, Social Media Marketing, Analytics, Strategy, Marketing Management, SEM, Web Analytics, Web Design, Marketing, Marketing Strategy, Competitive Analysis, Integrated Marketing, PPC, New Media, Google Adwords, Content Management, Website Development, Business Development, Management
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA
Pontificia Universidad Catolica de Chile 2011 — 2011
MBA
Georgia College and State University 2001 — 2005
Bachelor
Gatewood 1997 — 2001
High School Diploma
WOW! Internet, Cable & Phone May 2015 - Present
Reed Group 2012 - March 2015
Lockheed Martin December 2004 - December 2011
Griffin-Schruers, Incorporated January 2003 - November 2004
OppenheimerFunds Inc. May 2000 - May 2003
Skills
Microsoft SQL Server, Integration, Databases, Requirements Analysis, Cognos, Data Warehousing, Analysis Services, SSRS, SharePoint, Requirements Management, SSIS, Business Intelligence..., Data Migration, Software Documentation, Business Intelligence, Business Analysis, SQL, Management
Education
Metropolitan State College of Denver 2000 — 2003
Management Information Systems, General
Fort Lewis College 1989 — 1994
BA, Economics
MetLife October 2011 - Present
MetLife June 2011 - October 2011
OppenheimerFunds, Inc. February 2011 - June 2011
Merrill Lynch 1998 - 2009
Clifford Chance (formerly Rogers & Wells) 1993 - 1996
Skills
Employment Law, Litigation, Human Resources, Dispute Resolution, FMLA, Securities, Competition Law, Contract Negotiation, Securities Regulation, Commercial Litigation, Corporate Governance
Education
Georgetown University Law Center 1986 — 1989
JD, Law
Georgetown University 1982 — 1986
BA, Government
Nelnet Diversified Solutions 2015 - 2015
Nelnet Diversified Solutions 2015 - 2015
Nelnet Diversified Solutions 2015 - 2015
Scottrade December 2012 - January 2014
OppenheimerFunds, Inc August 2011 - June 2012
Digi-Data Corporation September 2007 - March 2011
Computer Answers, L.L.C. June 2002 - September 2007
Rational Software, Inc October 1999 - May 2002
Bendata, Incorporated April 1996 - October 1999
Skills
Test Cases, System Testing, Test Automation, Agile Methodologies, Testing
Education
Colorado Technical University
Lovett Coach January 2011 - Present
Women's Vision Foundation 2011 - Present
special olymics 2002 - 2014
special olymics 2002 - 2014
OppenheimerFunds Inc May 2007 - December 2010
Skills
Executive Coaching, Coaching, Employee Engagement, Leadership Development, Life Options Certified..., Options, Retirement, Interviews, Career Counseling, Human Resources, Organizational..., Mentoring, Performance Management, Succession Planning, Process Improvement, Vendor Management, Change Management, Management, Leadership, HRIS, Call Centers, Talent Management, Training, Employee Benefits, Recruiting, Program Management, Strategy, Onboarding, Organizational..., Conflict Resolution, Workshop Facilitation, Team Building, Employee Training, Personnel Management, Employee Relations, Job Coaching, Management Development, Training Delivery, Talent Acquisition, Culture Change, Emotional Intelligence
Education
University of Colorado at Boulder
Bachelor of Science (BS)
OppenheimerFunds, Inc April 2011 - Present
FarView Capital Advisors May 2009 - June 2011
Equinox Capital Management June 1992 - April 2008
Brinson Partners May 1985 - June 1992
Morgan Guaranty Trust Company May 1984 - May 1985
American National Bank & Trust Company January 1981 - May 1984
Airco, Inc September 1978 - September 1980
New Jersey Treasury September 1977 - September 1978
Skills
Hedge Funds, Portfolio Management, Investments, Investment Banking, Investment Strategies, Equity Research, Finance, Private Equity, Strategy, Mutual Funds, Asset Allocation, Series 63, Fund Of Funds, Portfolio Optimization, Fixed Income, Series 7, Investment Management, Trading, Alternative Investments, Valuation, Bonds, Derivatives, Capital Markets, Equities, Investment Advisory, Securities, Asset Managment, Financial Markets, Wealth Management, Institutional..., Economics, Financial Modeling
Education
The University of Chicago Booth School of Business 1980 — 1983
MBA, Finance & Accounting
Rutgers University-New Brunswick 1973 — 1977
AB, Economics
Touchstone Investments 2011 - Present
OppenheimerFunds, Inc 2001 - 2011
Prudential Insurance Company 1996 - 2001
MetLife 1989 - 1996
Group PensionsMutual of America 1987 - 1989
Education
Binghamton University 1982 — 1986
Bachelor of Arts, Economics
Montefiore Medical Center September 2012 - Present
Lederman & Lederman, LLP September 2004 - August 2012
Liebergall Eye Associates March 2003 - April 2004
OppenheimerFunds, Inc. December 2000 - November 2001
GE Capital Corporation November 1999 - December 2000
MetLife January 1998 - November 1999
Porter Novelli November 1996 - January 1998
Manning, Selvage & Lee, High Technology Group June 1995 - November 1996
Skills
Microsoft Office, Excel, Patient Care, Early Childhood, Microsoft Excel, Leadership, Healthcare, Medicine
Education
City University of New York
B.A, Political Science
Children's Hospital Colorado January 2015 - Present
HCA January 2011 - 2013
OppenheimerFunds, Inc May 2004 - June 2009
OppenheimerFunds, Inc January 1986 - June 2009
OppenheimerFunds June 1997 - May 2004
OppenheimerFunds August 1995 - June 1997
OppenheimerFunds January 1990 - January 1995
OppenheimerFunds January 1989 - January 1990
Skills
Microsoft SQL Server, Active Directory, SDLC, Unix, Databases, XP, Windows 7, Technical Support, Autosys, Security, Troubleshooting, Disaster Recovery, Visio, Networking, Vendor Management, Software Documentation, SharePoint, Help Desk Support, Access, SQL, Process Improvement, Windows XP
Education
University of Denver 2006 — 2008
Database Administration Certificate, Database Administrator
Arapahoe Community College 1992 — 1996
Associate's degree, Computer Science
Community College of Aurora 1992 — 1995
Associate's degree, Computer Science
US Bank January 2011 - Present
Barclays Capital March 2009 - October 2010
The Rohatyn Group January 2006 - December 2008
OppenheimerFunds Inc 2005 - 2006
NYC Gotham Consulting 1995 - 2005
AIG Global Investment Group 1997 - 1999
Citicorp 1996 - 1997
Goldman Sachs 1993 - 1996
Education
Columbia University in the City of New York 2004 — 2006
MAFN, Mathematics and Finance
State University of New York at New Paltz 1986 — 1990
Catholic Health Initiatives August 2011 - Present
MetLife of The Rockies June 2005 - December 2009
Jackson National Life August 2000 - April 2005
OppenheimerFunds, Inc January 1989 - August 2000
OppenheimerFunds February 1991 - March 1992
Skills
Instructional Design, Blended Learning, Captivate, Learning Management..., Needs Analysis, Training, Training Evaluation, E-Learning, Coaching, Leadership, Organizational..., Workshop Facilitation, Training Delivery, Instructor-led Training, Program Management, Employee Training, Team Building, Management
Education
University of Colorado at Denver 2010 — 2012
MA, eLearning Design
Coe College
BA, Psychology; Elementary Education
University of Colorado Denver
MA, Counseling
Applied Elements, LLC February 2001 - Present
OppenheimerFunds, inc. 2000 - 2004
iClips December 1999 - July 2001
Nexus Group 1999 - 2000
Bankers Trust 1997 - 1999
E W Franklin Company January 1991 - January 1997
e-Media January 1994 - February 1995
Publication Technologies January 1987 - January 1991
Skills
Web Development, Web Design, Enterprise Content..., Information Architecture, User Experience, Web Content Management, SEO, Product Management, Email Marketing, Executive Management, Online Advertising, Project Management, Social Media Marketing, Business Development, Product Development, Strategy, Brand Development, E-commerce, Strategic Planning, Digital Marketing, Digital Media, Mobile Devices, Analytics, Entrepreneurship, Content Management, User Interface Design, Management, Marketing, CMS, Software Development, Start-ups, Consulting, CRM, Strategic Partnerships, Integrated Marketing, SaaS, Online Marketing, Enterprise Software, Lead Generation, Web Analytics
Education
Harvard University 1980 — 1984
AB, Visual Environmental Studies
Trinity School - NYC 1975 — 1979
ALPS, A DST Company 2014 - Present
ALPS, A DST Company 2008 - 2014
ALPS, A DST Company 2007 - 2008
OppenheimerFunds, Inc 2005 - 2007
OppenheimerFunds, Inc 2003 - 2005
OppenheimerFunds, Inc 2000 - 2003
MetLife Financial Services 1999 - 2000
Skills
Finance, Tax, Mutual Funds, Financial Services
Education
University of Colorado Denver 2004 — 2006
Master of Business Administration (M.B.A.), MS in Finance
University of Colorado Denver 1995 — 1999
Bachelor’s Degree, Majors in International Business and Marketing and a minor in Economics
Regions Bank April 2015 - Present
OppenheimerFunds, Inc. December 2010 - March 2015
The Tavern Hospitality Group March 2008 - May 2012
OppenheimerFunds, Inc. October 2008 - December 2010
Skills
Internal Audit, Auditing, Analysis, Risk Management, Internal Controls, Financial Analysis, Financial Services, Mutual Funds, Customer Service, Business Process..., Leadership, Project Management, Policy, Risk Assessment, Management, Governance, Collaboration, Collaborative Problem..., Finance, Process Improvement, Investments
Education
Auburn University 2001 — 2004
B.A., Political Science & Business Administration
Chattahoochee High School 1998 — 2001
Diploma, College Preparatory
OppenheimerFunds, Inc. 2010 - Present
OFI Private Investments (OppenheimerFunds) 2009 - 2009
OFI Private Investments (OppenheimerFunds) 2008 - 2008
OFI Private Investments (OppenheimerFunds) 2004 - 2007
Rydex Investments 2000 - 2004
Skills
Alternative Investments, Mutual Funds, Investments, Series 7, Series 63, Hedge Funds, Asset Allocation, Finance, Wealth Management, Separately Managed...
Education
Creighton University's Heider College of Business 2012 — 2014
Master's Degree, Security Analysis and Portfolio Management
University of Denver 1987 — 1990
Master of International Management, International Business
Colorado State University 1982 — 1986
Bachelor of Science in Business Administration, Production and Operations Management
Sentric, Inc. May 2015 - Present
Towers Watson March 2014 - March 2015
Towers Watson May 2012 - March 2014
Towers Watson September 2011 - May 2012
Epicor Software Corp December 2010 - September 2011
SPECTRUM Human Resource Systems Corporation September 2009 - December 2010
SPECTRUM Human Resource Systems Corporation January 2008 - September 2009
5280 Solutions July 2006 - December 2007
TechSol LLC March 1998 - June 2006
Oppenheimerfunds Inc. June 1996 - June 1999
Education
University of Denver
Masters of Professional Studies, Leadership and Organizations
Muhlenberg College
B.A., Economics with a concentration in Finance
Genentech/Roche January 2015 - Present
Genentech/Roche April 2014 - January 2015
Genentech/Roche October 2011 - April 2014
Independent July 2011 - April 2012
Silicon Valley Bank January 2009 - June 2011
BR Ventures March 2007 - April 2008
Genentech May 2007 - August 2007
OppenheimerFunds, Inc. June 2004 - July 2006
University of Colorado Health Science Center April 1998 - June 2004
Skills
Biotechnology, Strategy, Venture Capital, Start-ups, Business Development, Business Strategy, Lifesciences, Analytics, Product Development, Valuation, Mergers, Medical Devices, Cross-functional Team...
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Colorado State University
B.S.
Western Union March 2013 - Present
ESM, Aquired by ACS, a Xerox Co. August 2009 - January 2013
ESM, A Xerox Company August 2009 - January 2013
OppenheimerFunds August 2000 - January 2009
OPPENHEIMERFUNDS, INC August 2000 - January 2009
APAC Customer Services November 1999 - August 2000
APAC Customer Services December 1994 - August 2000
APAC Customer Services May 1999 - November 1999
APAC Customer Services December 1994 - October 1997
MCI CONSUMER MARKETS January 1992 - November 1994
Skills
Call Center, Process Improvement, Workforce Management, Mergers, Customer Service, Business Development, Business Analysis, Management, Coaching, Quality Assurance, Analysis, Team Leadership, Forecasting, CRM, Product Management, Program Management, Six Sigma, New Business Development, Strategy, Project Management, Sales, Team Building, Databases, Project Planning, Call Centers, Executive Management, Integration, Training, Change Management, Mergers & Acquisitions, Operations Management, Leadership, Vendor Management, Budgets, Analytics, Strategic Planning, Cross-functional Team..., Customer Satisfaction, Outsourcing, Business Process..., Start-ups, Performance Management
Education
University of Iowa 1986 — 1990
BA, History and Business
University of Iowa 1986 — 1990
BA, History and Business
Marsh & McLennan Companies, Inc. April 2014 - Present
401k403b Advisors April 2012 - August 2013
JDA Consulting February 2009 - December 2012
ADP January 2011 - April 2012
IMH Real Estate Financiers January 2006 - February 2009
UBS Financial Services October 2004 - January 2006
Massachusetts Mutual Financial Group July 2002 - September 2004
OppenheimerFunds, Inc June 2001 - June 2002
Skills
Series 7, Retirement, 401k, Mutual Funds, Investments, Retirement Planning, Series 63, Loans, Financial Advisory, Defined Contribution, Asset Management, Wealth Management, Asset Managment, Asset Allocation, Investment Advisory, Small Business, Financial Planners, Employee Benefits, Alternative Investments, Business Planning, Finance, Financial Services, Sales, Defined Benefit, Insurance, Financial Planning
Education
University of Arizona, Eller College of Management 1997 — 2001
BS, Marketing
FINRA Series 7 & 63, P&C, Life & Health Licensed
National Academy of Sports Medicine
Certified Personal Trainer
Transamerica Retirement Solutions April 2015 - Present
OppenheimerFunds Inc December 2005 - April 2015
AIM/ Invesco Funds August 2003 - October 2005
Skills
Call Centers, Process Improvement, Mutual Funds, Leadership, Microsoft Excel, Retirement Planning, Securities, Series 63, Finance, Retirement, Series 7, Customer Service
Education
University of Northern Colorado 1996 — 2001
BA Communications, Business
BRP Consulting 2014 - Present
Prudential Financial, Inc. 2013 - 2014
OppenheimerFunds, Inc. 2009 - 2013
OppenheimerFunds, Inc. 1998 - 2009
OppenheimerFunds, Inc. 1993 - 1998
Skills
Employee Engagement, Organizational..., Performance Management, Talent Management, Employee Relations, Personnel Management, Strategy, Change Management, Recruiting, Succession Planning, Workforce Planning, Employee Benefits, Training, Onboarding, HR Consulting, HRIS, Leadership Development, Human Resources, Management, Leadership, Internal Communications, Executive Management, Talent Acquisition, Temporary Placement, Organizational Design, Business Strategy, Employer Branding, Hiring, Labor Relations, Organizational..., Executive Coaching, Career Development, Vendor Management, Relationship Management, Culture Change, Interviews, Benefits Administration, Coaching, Employee Training, Mergers & Acquisitions, Consulting, 401k
Education
Cornell University ILR School
HR Certification, Strategic Human Resource Management
Northwestern University - Kellogg School of Management
Executive Education, Accelerating Sales Force Performance
Richard Stockton College of New Jersey
Bachelor of Science (BS), Marketing Management
Morgan Stanley February 2014 - October 2014
Goldman Sachs September 2008 - November 2008
OPPENHEIMERFUNDS, INC July 1996 - March 2006
Morgan Stanley September 1988 - June 1996
Education
University of Pennsylvania - The Wharton School
MBA
Tufts University
B.S.
Synchrony Financial (formerly GE Capital Retail Finance) June 2013 - Present
TIAA-CREF February 2013 - June 2013
QBE Insurance October 2010 - March 2012
OppenheimerFunds, Inc March 1999 - May 2010
Admaster Communications January 1998 - February 1999
Wechsler & Partners July 1996 - January 1998
Guardian Life Insurance Company May 1991 - July 1996
Grey Direct Advertising January 1990 - May 1991
Skills
Strategic Leadership, Integrated Marketing, Digital Strategy, Copywriting, Advertising, Team Building, Business Strategy, E-commerce, Internet, Team Leadership, Strategic Planning, Problem Solving, Usability, User Experience, Vendor Management, Writing, Web 2.0, Editing, Marketing Communications, Corporate Communications, Online Marketing, Leadership, Digital Marketing, Content Management, Thought Leadership, Marketing Strategy, Strategic Communications, Content Strategy, Marketing, Program Management, Business Development, B2B, Management
Education
The University of Kansas
BS Political Science, BA Journalism
Candid Culture: Business Communication Training May 2007 - Present
The University of Denver 2008 - 2009
Alta Colleges October 2003 - May 2007
OppenheimerFunds, Inc. April 2000 - October 2003
American Century Investments July 1997 - April 2000
Dale Carnegie Training September 1995 - July 1997
Skills
Public Speaking, Executive Coaching, Leadership Development, Organizational..., Organizational Change, Career Development, Coaching, Team Building, Management Consulting, Performance Management, Customer Relations, Talent Management, Succession Planning, Employee Engagement, Career Management, Change Leadership, Staff Development, Creative Problem Solving, Talent Acquisition, Employee Relations, Change Management, Interviews, Workshop Facilitation, Policy, Human Resources, Customer Service, Consulting, Leadership, Resume Writing, Program Management, Conflict Resolution, Training, Time Management, Marketing, Career Counseling, Employee Training, Strategy, Management, Entrepreneurship, Organizational..., Recruiting, Onboarding, Hiring, Training Delivery, Personnel Management, Organizational Design, Job Coaching, Personal Development
Education
University of Denver 1998 — 2000
MA, Communication -- Training and Organizational Development
Washington University in St. Louis 1990 — 1993
BA, Psychology
Lehigh University 1989 — 1990
Psychology
Cherry Hill HS West
Charles Schwab March 2015 - Present
OppenheimerFunds February 2013 - February 2015
OppenheimerFunds, Inc. February 2011 - January 2013
OppenheimerFunds November 2009 - February 2011
Allstate Insurance Company March 2004 - October 2009
Allstate 2004 - 2008
PRSA Colorado Chapter 2005 - 2007
Lawscomm 2001 - 2004
High Speed Access Corp. July 1999 - May 2001
American Heart Association 1995 - 1998
Skills
Internal Communications, Executive Communications, Corporate Communications, Public Relations, Communication Training, Crisis Communications, Media Relations, Leadership, Program Management, Human Resources, Strategic Communications, Reputation Management, Message Development, Strategy, Press Releases, Speech Writing, Marketing Communications, Social Media
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Journalism
Hinkley High School 1987 — 1991
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
WHITE MOUNTAIN TECHNOLOGY & CONSULTING, LLC September 2001 - Present
HealthStar Communications / 1800Doctors / CallConnect, Inc. January 1999 - September 2001
Oppenheimerfunds, Inc October 1995 - April 1999
Principal Financial Group, Inc January 1988 - October 1995
Skills
Enterprise Architecture, Application Architecture, Technical Architecture, Program Management, Change Management, Quality Management, Database Design, Application Design, System Testing, Security Management, Software Design, Software Engineering, Sales Support, Marketing Support, Distribution Management, Software Project..., Software Development, Web Design, New Business Development, Global Business..., Oracle
Education
Northwestern College
B.A, Public Management / Finance
OPPENHEIMERFUNDS, INC 2012 - Present
Market Strategy & Communications June 2008 - May 2012
Pershing 2010 - 2011
Market Strategy & Communications 2008 - 2010
Market Strategy & Communications 2008 - 2010
Merrill Lynch February 2008 - June 2008
TIAA-CREF July 2007 - February 2008
Merrill Lynch March 2003 - May 2006
UBS July 2004 - March 2006
The Horah Group 1992 - 2003
Skills
Newsletters, Web Content, Advertising, Marketing Strategy, Brochures, Strategy, Marketing Communications, Direct Mail, Editing, Marketing, Direct Marketing, Management, Training, Corporate Communications, Content Development, Copy Editing, Social Networking, Strategic Communications, Creative Direction, Content Strategy, Financial Services, Internal Communications, Press Releases, Publishing, Alternative Investments, Integrated Marketing, Mutual Funds, Copywriting
Education
Monmouth University
B.A., Psychology
University of Illinois at Urbana-Champaign
M.A., English
OppenheimerFunds January 2015 - Present
OppenheimerFunds, Inc June 2009 - Present
OppenheimerFunds June 2009 - December 2014
OppenheimerFunds December 2007 - June 2009
First Data Corporation March 2006 - December 2007
First Data Corp June 2003 - March 2006
Skills
Mutual Funds, Investments, Series 7, Asset Management, Equities, Business Analysis, Fixed Income, Retirement Planning, Series 63, Financial Services, Portfolio Management, Retirement, Wealth Management, Asset Allocation
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Business Administration; Finance
Wells Fargo Bank December 2010 - Present
Wells Fargo Bank January 2010 - January 2012
Gap Inc January 2009 - January 2012
Lincoln Trust December 2010 - October 2011
Fiserv ISS June 2007 - August 2009
Fiserv ISS January 2007 - January 2009
Equinox Fund Management, LLC March 2005 - June 2007
Equinox Fund Management January 2005 - January 2007
OppenheimerFunds February 1994 - March 2005
OppenheimerFunds, Inc January 1994 - January 2005
Skills
Teller, Banker, Investments, Banking, Series 63, Risk Management, Credit, Financial Analysis, Strategic Financial..., Customer Service, Management, Microsoft Office, Mutual Funds, Finance, Process Improvement, 401k, Accounting, Accounts Payable, Alternative Investments, Analysis, Asset Allocation, Asset Management, Budgets, Commercial Banking, Credit Analysis, Due Diligence, Deposits, Business Analysis, Employee Benefits, Financial Modeling, Financial Services, Funding, Insurance, Human Resources, Leadership, Loan Origination, Loans, Microsoft Excel, Mortgage Lending, Negotiation, Payroll, Portfolio Management, Real Estate
Education
Red Rocks Community College 1996 — 1998
Associates, Finance, with emphasis in Hospitality, Travel & Tourism
Red Rocks Community College
Associates, Finance
Metropolitan State University of Denver 1995 — 1997
1997, Secondary Education
Metropolitan State College
Antfarm Collaborative, LLC December 2013 - Present
Welltok, Inc. November 2012 - November 2013
OppenheimerFunds, Inc January 2011 - November 2012
HealthGrades, Inc February 2010 - January 2011
Crocs, Inc June 2009 - February 2010
Page 1 Solutions, LLC July 2005 - July 2009
Platt College August 2006 - April 2007
Anark Studios June 2004 - December 2004
Art Institute of Pittsburgh January 2000 - January 2001
CommerSel Studios January 2000 - March 2000
Skills
User Experience, CSS, Information Architecture, User Interface Design, SEO, Web Design, Web Development, User Interface, Web Applications, jQuery, WordPress, User Experience Design, Web Analytics, Front-end, Usability, Adobe Creative Suite, JavaScript, Interaction Design, HTML, Ruby on Rails, Online Marketing, Mobile Devices, Agile Methodologies, Wireframes, Digital Style Guides, CMS, Git, Usability Testing, User-centered Design, Video Production, Wireframing, Scrum, InVision, Balsamiq, A/B Testing, MySQL, MongoDB, Github, JIRA, Rapid Prototyping
Education
Art Institute of Pittsburgh 2002 — 2004
Bachelor of Science (BS), Multimedia Arts
Art Institute of Pittsburgh 1999 — 2002
Associate of Arts (AA), Computer Animation
Ardent Mills April 2015 - Present
Shamrock Foods April 2011 - March 2015
vNacelle, LLC April 2009 - March 2011
OppenheimerFunds January 1992 - February 2009
OppenheimerFunds Inc January 1996 - January 2009
OppenheimerFunds January 2002 - January 2005
OppenheimerFunds January 2000 - January 2002
Phoenix Team January 1998 - January 2000
OppenheimerFunds January 1996 - January 1998
Skills
Call Center, CRM, Process Improvement, SharePoint, Customer Service, Training, Leadership, Troubleshooting, Program Management, Team Leadership, Budgets, Call Centers, Coaching, Management, Business Analysis
Education
Mesa State College 1981 — 1983
General Studies
SmartTrust® January 2013 - Present
OppenheimerFunds Inc July 2008 - January 2013
J.W. Seligman 2007 - 2008
Seligman Advisors Inc, c/o J&W Seligman & Co. 2007 - 2008
UBS 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2004 - 2006
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, Alternative Investments, Asset Allocation, 401k
Education
Monmouth University 1998 — 2001
B.S., Business/Finance
OppenheimerFunds, Inc September 1991 - Present
OppenheimerFunds, Inc September 1991 - January 2003
Education
University of Denver 1999 — 2002
Database Administration Certification
OppenheimerFunds, Inc 1999 - Present
OPPENHEIMER FUNDS, Denver 1984 - Present
Texas Christian University 1982 - 1984
Skills
Business Analysis, Mutual Funds, Agile Methodologies, Vendor Management, Requirements Gathering, Financial Services, Process Improvement, SDLC, Enterprise Architecture, Program Management, Visio, IT Strategy, Management, Data Modeling, Securities, SharePoint, Leadership, Software Project..., Disaster Recovery, Asset Managment, Requirements Analysis, Relationship Management, SQL, Business Intelligence, Asset Management
Education
Texas Christian University 1974 — 1978
Akin Gump Strauss Hauer & Feld LLP August 2012 - Present
Akin Gump Strauss Hauer & Feld LLP October 2010 - August 2012
SNR Denton (formerly Sonnenschein Nath & Rosenthal LLP) August 2008 - October 2010
SNR Denton (formerly Sonnenschein Nath & Rosenthal LLP) July 2006 - August 2008
OppenheimerFunds, Inc. November 2004 - July 2006
Skills
Business Development, Mergers & Acquisitions, Marketing, Leadership, Corporate Finance, Corporate Law, Budgets, Proposal Writing, Investments, Financial Services, Legal Marketing, Intellectual Property
Education
Barnard College 2002 — 2004
University of Michigan 2000 — 2002
Principal Financial Group December 2007 - Present
INTEGRITY LIFE INSURANCE CO December 2006 - December 2007
MORGAN STANLEY DEAN WITTER December 2003 - July 2006
OPPENHEIMERFUNDS INC December 1999 - August 2003
FIRST UNION BROKERAGE SERVICES February 1999 - November 1999
NEW YORK LIFE INSURANCE AND ANNUITY CORP January 1998 - January 1999
AMERICAN SKANDIA LIFE ASSURANCE January 1997 - January 1998
Moody's Investors Service January 1993 - January 1996
Skills
Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Series 7, Relationship Management, Presentations, 401k, Variable Annuities, Indexed Annuities, Investments, Public Speaking, Sales Presentations, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Series 24
Education
The University of Connecticut School of Business 1997 — 2002
MBA, Finance
University of Connecticut 1988 — 1992
B.S. in B.A., Finance
Oppenheimerfunds Inc February 2008 - Present
Oppenheimerfunds, Inc June 1994 - 2008
Rocky Mountain Law Enforcement Credit Union October 1992 - May 1994
Credit Union of Denver August 1990 - December 1992
Skills
Disaster Recovery, Business Continuity, Vendor Management, SDLC, Data Center, IT Management, SharePoint, IT Service Management, Business Analysis, Visio, Security, Enterprise Architecture, ITIL, Integration, IT Strategy, Requirements Gathering, Active Directory, Cloud Computing, Process Improvement, Unix, Information Technology
Education
University of Denver 1998 — 2000
Database Administration, Database Administration
Metropolitan State College of Denver 1991 — 1993
rdmac
Colorado Mesa University 1991 — 1992
Business
Eastern Oregon University 1989 — 1991
Business
LaGrande College of Business 1988 — 1989
Business Administration
Alameda High School 1985 — 1988
CitiGroup August 2007 - Present
OppenheimerFunds, Inc. 1999 - 2007
Goldman Sachs July 1986 - February 1999
The Employment Channel 1990 - 1995
Skills
Java, Unix, Sybase, Perl, Apache, Autosys, C#, Tomcat, Ksh
Education
Gloucester County College 2010 — 2011
HIT Certification, Health Information Technology
American InterContinental University 2005 — 2007
Bachelors, Information Technology
Purchase College, SUNY 1981 — 1984
Computer Science
Thomas Jefferson High School 1977 — 1981
Ironworkers local 40 September 2015 - Present
OppenheimerFunds, Inc. January 2012 - January 2015
OppenheimerFunds September 2008 - January 2012
Hype Event Marketing January 2004 - December 2007
Skills
Mutual Funds, Alternative Investments, Analytics, Asset Allocation, Asset Management, Bloomberg, CRM, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Securities, Wealth Management, Microsoft Office, Relationship Management, Leadership, Portfolio Management, Finance, Marketing, Series 63, Series 7
Education
Iona College 2004 — 2008
BBA, Management
BlackRock August 2014 - Present
CIFC April 2011 - July 2014
Rividium Inc April 2009 - April 2011
OppenheimerFunds, Inc. September 2001 - April 2009
Goldman Sachs & Co. 1999 - 2001
Toronto Dominion 1996 - 1999
Skills
Capital Markets, Hedge Funds, Program Management, Trading Systems, Financial Analysis, Equities, Asset Managment, Risk Management, Start-ups, Fixed Income, Business Strategy, Asset Management, Relationship Management, Awesomeness, Valuation, Analytics, Change Management, Leadership, Business Analysis, Management
Education
Columbia University in the City of New York
Phillips Exeter Academy
OppenheimerFunds Services, Inc. October 2007 - Present
OppenheimerFunds, Inc October 2007 - Present
Comverse December 2005 - September 2006
CSG Systems March 2002 - December 2005
Lucent Technologies March 1999 - February 2002
Kenan Systems May 1983 - February 1999
Skills
Start-ups, SaaS, Product Management, Business Development, Strategy, Strategic Planning, Management, Consulting, Cross-functional Team..., Business Strategy, Integration, Professional Services, Customer Service, Outsourcing, Leadership, Business Analysis, Telecommunications, Sales, Business Transformation, Marketing Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
SM, Finance, MIS
College of the Holy Cross 1978 — 1982
BA, Economics, Accounting
Cumberland High School
OppenheimerFunds, Inc. May 2006 - Present
Education
Columbia Business School
MBA
University of Massachusetts
BA
OppenheimerFunds, Inc. January 2011 - Present
Sapient Corporation 1998 - January 2011
Law Offices of Suzan A. Messina; Plunkett Law Firm 2001 - 2004
Sikorsky Aircraft 1997 - 1997
Skills
Financial Services, Business Strategy, IT Strategy, Management Consulting, Business Analysis, Strategic Planning, Program Management, Change Management, Analytics, Project Management, Business Intelligence, Business Transformation, CRM, Consulting, Cross-functional Team..., Financial Analysis, Leadership, Management, Process Improvement, Requirements Analysis, Product Management, SDLC, Software Project..., Strategy, Vendor Management
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance and Strategy
Boston University School of Law 2001 — 2003
LLM, Law
Suffolk University Law School 1998 — 2001
JD, Law
University of Connecticut 1989 — 1994
B.S., Finance
Jennison Associates LLC May 2014 - Present
Wellington Management November 2009 - May 2014
OppenheimerFunds, Inc July 2007 - June 2009
Fidelity Investments Family Office Services December 2005 - July 2007
Charles River Development February 2002 - November 2005
Fidelity Investments July 1993 - December 2001
Boston Stock Exchange September 1991 - June 1993
Skills
Calypso, Derivatives, Order Management, Trading Systems, Swaps, Fixed Income, Fixed Income Products, Equities, Equity Trading, FX, FX Options, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, CDS, Swaptions, Bloomberg, Trade Execution, Options, Interest Rate Swaps, Trading, Total Return Swaps, Inflation Swaps, FX Swaps, Hedge Funds, Charles River IMS, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Capital Markets, FX trading, Bonds, Electronic Trading, Market Data, Financial Services, Investment Management, Financial Markets, Securities, Middle Office, Asset Management, Back Office, Financial Risk, Commodity, Investment Strategies, Investments
Education
Skidmore College 1987 — 1991
BA
Harvard University
Certificate
ServiceNow - The Enterprise Cloud Company March 2014 - Present
TeleTech July 2010 - September 2013
ESM September 2009 - July 2010
OppenheimerFunds, Inc February 2005 - January 2009
AIM Investments January 2001 - January 2005
Independant Consultant January 1998 - January 2002
Skills
IT Service Management, ITIL Expert, Latin America, Remote Team Management, Leadership, Mentoring, Team Building, Solution Architecture, Process Improvement, Strategic Planning, Automation, Client Relationship..., Vendor Management, Highly Adaptable, Results Focused, CRM, ITIL, Virtual Teams, Management, Business Intelligence, Adaptation, Change Management, SDLC, Team Leadership, Service Delivery, Project Management, IT Operations, Result Oriented, Integration, Software Development, Troubleshooting, IT Management, Business Process, Testing, Outsourcing, IT Strategy, Information Technology, Business Analysis, Disaster Recovery, SharePoint, Data Center, Service Desk, Infrastructure, Enterprise Architecture, PMP, Requirements Analysis, Cloud Computing, PMO, Project Portfolio..., Software Documentation
Education
University of Houston, C.T. Bauer College of Business 1997 — 2000
BBA, Management Information Systems (MIS)
Exentia - ITIL® Expert 2011 — 2011
ITIL Expert, OSA, RCV, PPO, SOA, MALC
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase October 2013 - Present
JPMorgan Asset Management July 2011 - October 2013
OppenheimerFunds June 2008 - July 2011
OppenheimerFunds March 2007 - May 2008
OppenheimerFunds Inc. September 2004 - February 2007
Managed Solutions August 2003 - August 2004
Candid Marketing Services May 1999 - May 2003
Skills
Integrated Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Business Development, SEO, Direct Marketing, CRM, Web Marketing, Project Management, Marketing Communications, Strategy, Advertising, Brand Development, Digital Marketing, Financial Services, Marketing, Marketing Management, SEM
Education
Columbia University in the City of New York 2006 — 2008
MS
Lady Shriram College 1996 — 1999
1999
AFGJI 1992 — 1996
BJ's Wholesale Club May 2015 - Present
CVS Caremark Corporation May 2013 - May 2015
BJ's Wholesale Club December 2011 - April 2013
CVS Caremark June 2006 - December 2011
Staples, Inc. August 1999 - June 2006
Qwest, Inc. 1998 - 1999
OppenheimerFunds, Inc 1997 - 1998
PBS/Ciber 1994 - 1995
Skills
E-commerce, Team Building, Retail Systems, IT Strategy, Outsourcing, ATG Commerce, IBM Websphere Commerce, IT Leadership, Retail, High Performance Teams, Management, Integration, Leadership, Business Analysis, Analytics, Process Improvement, Vendor Management, Enterprise Architecture, Software Project..., Cross-functional Team..., SDLC, Requirements Analysis, Strategy, IT Management, Business Process..., CRM, Business Intelligence, Business Process, PMO, Project Management, Visio, Team Leadership, Project Portfolio..., Product Management, Requirements Gathering, PMP, Analysis, ITIL, Software Documentation, SaaS, Disaster Recovery, Change Management, Data Warehousing, ERP
Education
Boston College
BA, Finance
Neuberger Berman February 2010 - Present
Hans Kung Associates November 2008 - April 2009
Jack Morton Worldwide 2009 - 2009
Starfish Brand Experience Design August 2007 - December 2007
JPMorgan Chase March 2007 - July 2007
Eric Cohen Books September 2005 - July 2006
Negev Direct Marketing 2005 - 2006
OppenheimerFunds, Inc. August 1999 - May 2005
Skills
Graphic Design, Photoshop, Direct Mail, InDesign, Illustrator, Art Direction, Adobe Acrobat, Email Marketing, Adobe Creative Suite, Advertising, Layout, Dreamweaver, Graphics
Education
Fashion Institute of Technology 1997 — 2000
Bachelor of Fine Arts Degree, Graphic Design
Fashion Institute of Technology 1997 — 2000
Associate in Applied Science Degree, Advertising Design
Nassau Community College 1995 — 1997
Associate in Applied Science Degree, Commercial Arts
Oppenheimerfunds, Inc 2008 - Present
Oppenheimer Funds June 2006 - Present
Jeppesen 2005 - 2007
Jeppesen 2005 - 2007
INVESCO Funds Group 1997 - 2004
INVESCO 1997 - 2004
Skills
Requirements Analysis, Vendor Management, SDLC, Software Development, Process Improvement, Agile Methodologies, Business Analysis, Quality Assurance, Agile Project Management, Mutual Funds, PMP, Leadership, Software Project..., SharePoint, Business Intelligence, Series 7, Relationship Management, Requirements Gathering, Risk Management, Visio
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
John Wiley and Sons August 2009 - Present
Rebekah C. Forlenza Interior Design May 2006 - June 2010
Macro Consultants March 2007 - January 2009
John Wiley & Sons, Inc. January 2004 - April 2006
OppenheimerFunds, Inc 1997 - 2004
Skills
AutoCAD, Excel, Word, Outlook, Project Management, Space Planning, Furnishings, Managing Project Budgets, Space-planning, Microsoft Word, SharePoint, Project Planning, Microsoft Excel, Staff Management, Microsoft Office, Adobe Acrobat, Interior Design, Management
Education
Syracuse University 1993 — 1997
BFA, Interior Design, Minor in Architecture
Clark University 1992 — 1993
BlackRock August 2010 - Present
OppenheimerFunds, Inc. January 2009 - July 2010
OppenheimerFunds, Inc. September 2000 - December 2008
Skills
Mutual Funds, Investments, Separately Managed..., Series 7, Alternative Investments, Asset Allocation, Series 63, Asset Management, Securities, Retirement Planning, Hedge Funds, Fixed Income, Leadership, Equities, Financial Services, Capital Markets, Strategy, ETFs, Investment Strategies, Product Marketing
Education
Loyola University Chicago 1989 — 1993
OppenheimerFunds, Inc January 2004 - Present
INVESCO April 2000 - December 2003
Meridian Investments March 1998 - March 2000
US Securities and Exchange Commission June 1995 - March 1998
Skills
Mutual Funds, FINRA, Financial Services, Due Diligence, Investment Advisory, AML, Fixed Annuities, Risk Management, Fixed Income, Capital Markets, Asset Managment, Trading, Series 6, Portfolio Management, Series 7, Alternative Investments, Securities Regulation, Securities, Corporate Finance, 401k, Series 63, Program Management, Series 24, Management, Fund Accounting, Asset Management, Investments, Relationship Management, Equities, Leadership, Finance, Analysis, Training, USA PATRIOT Act, Hedge Funds, Investment Management, Broker-Dealer, Separately Managed..., ERISA, Investment Company Act, SEC filings
Education
Regis University 1991 — 1995
OppenheimerFunds, Inc. February 2002 - Present
Skills
Series 63, Series 7, Mutual Funds, Bonds, Marketing
Education
Connecticut College 1993 — 1997
Mounds Park Academy 1983 — 1993
Wells Fargo 2014 - Present
Wells Fargo Securities 2010 - 2014
OppenheimerFunds, Inc 2007 - 2010
Deloitte & Touche, LLP 2005 - 2007
Skills
External Audit, Auditing, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Tax, Corporate Finance, SEC filings, Accounting, US GAAP, Consolidation, Finance, Internal Controls, IFRS, CPA, Financial Analysis, Portfolio Management, Investments, Budgets, Asset Management, Financial Risk, Analysis
Education
Southern Methodist University - Cox School of Business 2004 — 2005
MSA, Master Science Accounting
Southern Methodist University 2000 — 2004
BBA, Accounting & Economics
Myers Park High School
OppenheimerFunds, Inc. February 1999 - Present
Oppenheimerfunds July 1996 - February 1999
University of Chicago, Graduate School of Business September 1991 - March 1994
Merrill Lynch Capital Markets, Public Finance Group August 1987 - August 1989
Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Optimization, Portfolio Management, Investments, Derivatives, Bonds, Valuation, Investment Banking, Mutual Funds
Education
The University of Chicago 1989 — 1996
MA, Economics
Massachusetts Institute of Technology 1983 — 1987
B.S., Computer Science
Massachusetts Institute of Technology 1983 — 1987
B.S., Management
Newport High School
OppenheimerFunds May 2013 - Present
OppenheimerFunds, Inc October 2005 - May 2013
Association of the United States Army - Denver / Centennial Chapter December 2011 - Present
Sunburst Homeowners Association Board of Directors October 2009 - Present
Rocky Mountain Area Conference for Finance and Audit Professionals 2013 - 2013
Sunburst Homeowners Association Board of Directors October 2003 - October 2009
OppenheimerFunds April 1996 - October 2005
Skills
Auditing, Investments, Negotiation, Internal Controls, Management, Team Building, Process Improvement, Project Management, Risk Management, Operating Budgets, Event Planning, Fundraising, Risk Assessment, Public Speaking, Mutual Funds, Internal Audit, Data Analysis, Relationship Management, Software Documentation, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Financial Reporting, Analysis, Leadership, Team Leadership, Access, Business Continuity, Financial Risk, Business Analysis, IT Audit, Financial Services, Fraud, Business Process..., SEC filings, CRM, Governance, Accounting
Education
Metropolitan State University of Denver 1989 — 1995
Bachelors, History and Behavioral Sciences
Grantham, Mayo & Van Otterloo LLC August 2011 - Present
OFI Institutional Asset Management / OppenheimerFunds Inc July 2010 - January 2011
OFI Institutional Asset Management March 2003 - March 2010
OppenheimerFunds, Inc. 2000 - 2003
Scudder Investments 1998 - 2000
Sony Music Entertainment March 1994 - June 1998
William Mercer 1993 - 1994
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance and Economics
Cornell University 1987 — 1991
BS, Hotel Administration
New York State Common Retirement Fund July 2010 - Present
OppenheimerFunds, Inc July 2003 - June 2009
OppenheimerFunds February 2002 - July 2003
Fleet Securities / US Clearing (acquired by Bank of America in 2004) October 2000 - October 2001
BusinessEdge Solutions March 2000 - September 2000
Fleet Securities / US Clearing (acquired by Bank of America in 2004) November 1998 - March 2000
Pepsi Cola North America September 1996 - October 1998
Cabletron Systems September 1993 - June 1994
Skills
Equities, Asset Management, Fixed Income, Hedge Funds, Bloomberg, Portfolio Management, Financial Risk..., Capital Markets, MSCI BarraOne, BlackRock Green Package, Alternatives, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA
Rochester Institute of Technology
BS
IQNavigator February 2015 - Present
OppenheimerFunds January 2013 - February 2015
OppenheimerFunds, Inc July 2011 - January 2013
OppenheimerFunds February 2001 - December 2012
CardioKickboxing (CKB) 2000 - 2010
OppenheimerFunds November 1990 - February 2001
Skills
Organizational..., Public Speaking, Change Management, Performance Management, Training, Coaching, Team Building, Instructional Design, Captivate, Camtasia, Video Production, E-Learning, Salesforce.com, Software Documentation, SharePoint, Microsoft Office, Learning Management..., Regulatory Compliance, Business Analysis, Leadership Development, Siebel, Visio, Vendor Management, Call Centers, Analysis, Management, Quality Assurance, Consulting, Enterprise Software, Human Resources, Sales, SaaS, Onboarding, Business Process..., Process Improvement
Education
University of Colorado Boulder
Oppenheimerfunds, Inc April 1989 - Present
Education
Arapahoe Community College 1991 — 1991
Doctor Maya Clinic September 2005 - Present
Doctor Maya Clinic 2005 - Present
Meridian Behavioral Healthcare Inc., Gainesville, FL January 2008 - August 2008
Community Clinic at Academy for Five Element Acupuncture , Gainesville, FL August 2007 - August 2008
Transentient Inc. August 2005 - February 2008
Oppenheimerfunds Inc 2001 - 2005
Computer Technology Inc. 1992 - 2001
Skills
Neuro Emotional..., Acupuncture Injection..., Functional Medicine, Smoking Cessation, Stress Management, Treatment, Pain, Acupuncture, NLP, Hypnosis, Health, Stress, Coaching, Healthcare, Wellness, Team Building, Public Speaking, Pain Management, Teaching, Insomnia, Personal Development, Nutrition, Counseling, Holistic Health, Leadership Development, Executive Coaching, Clinical, Business Strategy, Healing, Wellbeing, Hypnotherapy, Non-profits, Medical Qigong, Qigong
Education
Academy for Five Element Acupuncture 2006 — 2008
Master of Acupuncture, Traditional Chinese Medicine and Chinese Herbology, MS
N.E.T. 2010 — 2011
Certified Practitioner, Neuro-Emotional Technique
The Society of NLP 2005 — 2005
Master, Certified Master Practitioner in Neuro-linguistic Programming
NLP Comprehensive 2004 — 2004
Certified Practitioner in Neuro-linguistic Programmin
The NLP Center of NY 2004 — 2004
Certified Ericksonian Hyptotherapist
State Engineering University of Armenia 1986 — 1991
MS, Software Engineering
Emdeon January 2015 - Present
Emdeon December 2013 - Present
Emdeon April 2013 - December 2013
Petra Capital Partners October 2012 - April 2013
Iroquois Capital Group April 2012 - September 2012
HCA February 2012 - May 2012
OppenheimerFunds, Inc April 2007 - May 2011
Oppenheimer Funds August 2007 - April 2008
AMR Capital Trading 2004 - 2007
Skills
Investment Banking, Trading, Operations Management, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital IQ, Bloomberg, Equities, Derivatives, Fixed Income, Mutual Funds, Quantitative Analytics, Asset Allocation, Investment Advisory, Investment Strategies, Due Diligence
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Accounting and Strategy
Indiana University Bloomington 1999 — 2004
BA, Economics
OppenheimerFunds Inc 2001 - Present
A.G. Edwards Trust Co., FSB 2005 - 2007
AG Edwards 2001 - 2007
Wachovia/A.G. Edwards Trust Company 1987 - 2007
A.G. Edwards & Sons, Inc. 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards Trust Co., FSB 1980 - 2007
A.G. Edwards 1980 - 2007
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Retirement, Asset Management, FINRA, Investment Strategies, Portfolio Management, 401k, Fixed Annuities, Series 24, Financial Services, IRAs, Bonds, Estate Planning
Education
Kent State University 1972 — 1975
Ph.D., Communication
Texas Tech University 1970 — 1972
MA, Communication
University of Missouri-Columbia 1966 — 1970
B.S., Communication
Great-West Financial September 2006 - Present
OppenheimerFunds, Inc. August 1997 - September 2006
Peterson Consulting May 1996 - May 1997
Skills
Investment Strategies, Financial Analysis, Investments, Asset Allocation, Alternative Investments, Asset Managment, Mutual Funds, Portfolio Management, Analysis, Asset Management, Fund Accounting, Bonds, Financial Reporting, Derivatives, Bloomberg, Accounting, Corporate Actions, Financial Statements, Fixed Income, Securities, Valuation, Insurance, Financial Services, Series 7
Education
Colorado State University-Global Campus
Bachelor’s Degree, Business Management
Morgan Stanley Private Wealth Management 2015 - Present
OppenheimerFunds 2014 - 2015
Oppenheimer Funds 1998 - 2015
OppenheimerFunds 2006 - 2014
OppenheimerFunds 2002 - 2006
Oppenheimerfunds, Inc. 1998 - 2002
Pershing 1997 - 1998
AIG 1996 - 1997
Scudder Stevens & Clark 1994 - 1996
JPMorgan Chase & Co. 1991 - 1994
Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services
Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems
Hofstra University
Bachelor of Business Administration, Finance and Banking
OppenheimerFunds, Inc. February 2001 - Present
Education
Boston College 1996 — 2000
OppenheimerFunds, Inc. August 2009 - Present
Denver SQL Server User Group December 2010 - January 2013
DriverTech May 2009 - February 2010
Extend Health August 2007 - January 2009
Extend Health April 2007 - June 2007
Neumont University October 2005 - March 2007
Skills
SQL Server, T-SQL, SSIS, Technical Leadership, Relationship Cultivation, Query Optimization, Index Tuning, SQL Server 2005, SQL Server 2008, SQL Server 2008 R2, Problem Solving, SQL Server 2012, Microsoft SQL Server, Powershell, SSRS, C#, Performance Tuning, SQL Tuning, Database Design, Software Development, Databases, TFS, SQL, High Availability, High Availability..., Disaster Recovery, Database Administration, Data Modeling, ETL, SharePoint, Software Engineering, Relational Databases, .NET, Data Warehousing, Testing, Data Migration
Education
Neumont University 2005 — 2007
Bachelor of Science, Computer Science
Bucknell University 2003 — 2005
Computer Science, Chemistry
Colorado Academy 1999 — 2003
Oppenheimer Funds 2001 - Present
OppenheimerFunds, Inc July 1999 - Present
OppenheimerFunds, Inc January 1999 - Present
MassMutual Financial Group 1999 - 2009
Merrill Lynch July 1977 - July 1999
Merrill Lynch January 1977 - January 1999
Merrill Lynch 1990 - 1999
Merrill Lynch 1977 - 1999
Merrill Lynch July 1977 - August 1979
Proctor & Gamble July 1976 - July 1977
Education
College of the Holy Cross 1972 — 1976
College of the Holy Cross 1972 — 1976
College of the Holy
B.A, Economics
OppenheimerFunds Inc. December 1998 - October 2014
Citicards 1991 - 1999
Skills
Agile Methodologies, AS400 Developer, SDLC, Toad, SQL, ETL, RPG, Requirements Analysis, Microsoft Office, Autosys, Business Analysis, Integration, Data Warehousing, Visio, Requirements Gathering, Oracle, Data Modeling
Education
University of Colorado Boulder 1984 — 1989
Bachelor's Degree, Engineering Computer Science
Gemological Institute of America 1981 — 1982
Graduate Gemologist
OppenheimerFunds, Inc 1997 - 2000
Skills
Adobe Creative Suite, Corporate Identity, Graphic Design, Illustrator, Logo Design, InDesign, Brochures, Photoshop, Typography, Art Direction, Creative Direction, Web Design, Layout, Brand Development, PowerPoint
Education
Parsons School of Design 1987 — 1990
Keevily Spero Whitelaw Inc. November 2009 - Present
oppenheimerfunds, inc 2007 - 2010
OFI Private Investments, Inc 2007 - 2010
Skills
Property & Casualty..., Professional Liability, Licensed Property &..., Commercial Lines, CPCU, P&C Insurance, Claim, Litigation Management, Legal Liability, Casualty, Underwriting, AMS360, Commercial Insurance, Employment Practices..., Insurance, General Insurance, Liability, Brokers, Workers Compensation, Umbrella Insurance, D&O, Reinsurance, Inland Marine, Financial Services
Education
Trinity College-Hartford 1998 — 2002
BA, History
Fordham Preparatory School 1994 — 1998
Advantech Solutions August 2013 - Present
Healthcare Services Corporation January 2012 - August 2013
Health Care Service Corporation 2007 - December 2011
Health Care Services Corporation March 2006 - 2007
Sapphire Technology March 2005 - March 2006
Aon Risk Services November 2004 - March 2005
Sapphire Technology September 2004 - November 2004
Alliance Consulting, Chicago IL March 2004 - September 2004
Galileo International (a Cendant company) October 2000 - March 2004
OppenheimerFunds, Inc. August 1999 - April 2000
Skills
Business Analysis, Health Insurance, Data Warehousing, Agile Methodologies, Requirements Gathering, Training, Data Analysis, Vendor Management, Insurance, Software Project..., Human Resources, Business Intelligence, Cognos, Software Documentation, Business Requirements, Process Improvement, SDLC, Access, Visio, Healthcare Information..., Healthcare, Team Building, Business Process..., Requirements Analysis, ETL, Data Modeling
Education
Keller Graduate School of Management of DeVry University 2003 — 2003
Regis University - Masters Program for Information Technologies 1997 — 1998
Loyola University of Chicago 1986 — 1991
Bachelor of Business Administration (BBA)
Sumitomo Mitsui Banking Corporation, SMBC Capital Markets, Inc. 2014 - August 2014
Commonwealth Bank of Australia 2010 - 2013
Sumitomo Mitsui Banking Corporation, SMBC Capital Markets, Inc. 2006 - 2010
US Bancorp / US Bancorp Piper Jaffray & Co. 2003 - 2006
OppenheimerFunds, Inc. 2000 - 2003
Skills
Fixed Income, Derivatives, FX Options, Trading, Bloomberg, Capital Markets, Options, Swaps, Interest Rate..., Financial Markets, Finance, Equities, Mutual Funds, Hedging, Banking, FX Fwds, Financial Modeling, Reuters, Murex, PRISM, Pyramid, Pivot Tables, Macros, Access, Income Statement..., Balance Sheet Analysis, Analysis of Long &..., FX / FX Options, Fixed Income Analysis, ISDA and CSA Processes, CVA, FVA, ROE And Monte..., FX Trade Novation, Structured Asset Finance, Interest Rate Options, Algorithms, Strategic Planning, Architect Trade and..., Private Equity, Corporate Client..., Interbank Client..., Negotiating, Branding / Marketing, Cash Flow Modeling, Relationship Building, Mentoring, Team Leadership, Business Profitability, Risk Management, Business Acumen, Revenue Enhancement
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Masters of Science, Risk Management, Leonard N. Stern School of Business
New York University 2014 — 2014
Intensive Workshop: Credit Training Program, Continuing Education
Arizona State University 1996 — 2000
Bachelor of Arts, History; Minor, Philosophy
ALPS Fund Services, Inc. September 2014 - Present
ALPS FUND SERVICES, INC January 2005 - Present
Metropolitan State College of Denver January 2000 - Present
OPPENHEIMERFUNDS, INC January 2004 - January 2005
INVESCO FUNDS GROUP, INC August 1997 - January 2004
BUTLER FINANCIAL, INC January 1996 - July 1997
CROWELL & MORING, LLC January 1995 - January 1996
Skills
Mutual Funds, Securities, Financial Services, Investments, Asset Management, Series 7, Equities, Alternative Investments, Hedge Funds, Risk Management
Education
Old Dominion University 1994 — 1994
Paralegal Certificate
University of Alabama 1987 — 1991
BA, Political Science
Peak Benefits, LLC August 2014 - Present
Pantry Pure, LLC 2007 - Present
James K. Kreutz & Associates, P.C. 2008 - September 2013
Greenwood Athletic and Tennis Club January 2001 - November 2011
Great-West Retirement Services June 2003 - September 2005
OppenheimerFunds January 1996 - October 2000
OppenheimerFunds, Inc January 1995 - October 2000
Pitney Bowes January 1993 - January 1995
Skills
Advertising, Management, Leadership, Public Relations, Strategy, Marketing Strategy, Marketing, Investments, Customer Service, Marketing Communications, Program Management, Sales, Public Speaking, Research
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
B.S., Marketing
University of Colorado Boulder 1989 — 1992
B.S., Business Marketing
of Cherry Creek High School 1985 — 1989
High School
OppenheimerFunds, Inc. January 1998 - Present
Morgan Stanley Asset Management May 1993 - December 1997
Merrill Lynch October 1991 - May 1993
A.F. Best Securities, Inc. January 1990 - October 1991
Skills
Series 63, Mutual Funds, Asset Managment, Bonds, Series 7, Wealth Management, Finance, Securities, Retirement Planning, Insurance, FINRA, Retirement, Separately Managed..., Asset Allocation, Financial Advisory, Alternative Investments, Investment Strategies, Investments, Investment Management, Hedge Funds, Portfolio Management, Wealth Management..., Capital Markets, Private Equity, Municipal Bonds, Asset Management, Wealth, Financial Services
Education
Certifications / Accreditations
Florida State University - College of Business
Louisiana State University
BA, Economics / Political Science
OppenheimerFunds June 1996 - Present
OppenheimerFunds, Inc. 1980 - 1994
Oppenheimer Funds Inc. 1980 - 1994
OppenheimerFunds 1991 - 1993
Skills
Coaching, Team Building, Financial Planning, Investments, Operations Management, Change Management, Risk Management, Alternative Investments, Strategic Financial..., Mergers & Acquisitions, Mutual Funds, Securities, Financial Analysis, Series 7, Asset Management, Equities, Asset Allocation, Portfolio Management, Financial Services, Wealth Management, Management
Education
University of Colorado at Denver 1995 — 1997
None, Photography
Arizona State University, W. P. Carey School of Business 1958 — 1962
Bachelor's degree, Finance and Financial Management Services
NCH Corp. PartsMaster Division April 2015 - Present
BG/Kenz + Leslie November 2010 - March 2015
Peak Lighting March 2010 - November 2010
Colorado Lending Source April 2007 - October 2008
Wells Fargo Bank June 2005 - March 2007
OppenheimerFunds, Inc. March 2001 - August 2004
Skills
Banking, Underwriting, Sales Management, Investments, Marketing, Risk Management, Relationship Management, Cold Calling, Mortgage Banking, Strategic Planning, Life Insurance, Financial Analysis, Negotiation, Insurance, Business Strategy, Asset Managment, Finance, Loan Origination, Selling, Business Development, Management, Sales, Team Building, Customer Service, Customer Retention
Education
Colorado State University 1996 — 2000
Business, Business Admin/Marketing
JC Penney October 2010 - June 2014
OppenheimerFunds, Inc August 2004 - January 2009
United Nations Population Fund March 2004 - July 2004
Hill And Knowlton April 2003 - September 2003
Fleishman HIllard July 2000 - October 2002
Boston Financial (Schroder Real Estate) 1996 - 1999
Boston Financial (Schroder Real Estate) 1996 - 1999
Boston Financial (Schroder Real Estate) 1996 - 1999
Boston Financial (Schroder Real Estate) 1996 - 1999
Skills
Outlook, Press Releases, Conferences, Research, Writing Skills, Creative Writer, Writing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Administrative..., Creative Writing, PowerPoint, Management, Public Relations, Sales, Training, Asset Management, Financial Services, Administration
Education
New York University School of Continuing Education 1998 — 2006
Certificate, Appraisal Studies
The Graduate Center, City University of New York 1998 — 2006
BA, American Studies/Literature and Writing
Susan E. Wagner
Level 3 (formerly tw telecom) February 2014 - Present
Belcan Engineering October 2012 - December 2013
System GO! Services, Owner 2005 - October 2012
Onstream Media September 2010 - March 2012
HPC Solutoins April 2010 - September 2010
ISSA Colorado Springs 1996 - 2010
OppenheimerFunds, Inc 2005 - 2009
MCI 1998 - 2002
MCI / WorldCom 1996 - 2002
USAF 1984 - 1996
Skills
Unix, Virtualization, Disaster Recovery, Data Center, Business Continuity, VMware, Information Security, ITIL, Firewalls, Security, Information Security..., Network Engineering, Networking, Enterprise Architecture, Integration, Cisco Technologies, Team Building, IT Strategy, IT Management, Cloud Computing, VPN, Network Security, SDLC, Servers, Vendor Management, Information Technology, IT Service Management, Computer Security, IT Operations, System Deployment, Troubleshooting, DNS, TCP/IP, Network Architecture, Testing, System Administration, Visio, Enterprise Software, Windows Server, VoIP, Network Administration, SaaS, Software Documentation, Network Design, SharePoint, Switches, Solaris, Databases, Active Directory, Leadership
Education
Regis University 2004 — 2007
MSCIT, Systems Engineering
Troy University in Montgomery 1995 — 2000
Human Resource Management, Organizational Behavior
Community College of the Air Force 1988 — 1992
Associate of Science (AS), Electrical and Electronics Engineering
OppenheimerFunds, Inc. December 2011 - Present
The Guardian Life Insurance Company of America September 2009 - October 2011
Marsh Executive Benefits - Marsh & McLennan Companies June 2007 - September 2009
Merrill Lynch November 2006 - June 2007
Skills
Alternative Investments, Asset Allocation, Defined Benefit, Disability Insurance, Finance, Financial Advisory, Financial Services, Investments, Mutual Funds, Life Insurance, Pensions, Retirement, Series 63, Series 7, Retirement Planning, Wealth Management
Education
Fairleigh Dickinson University 2001 — 2004
BS, Finance
OppenheimerFunds, Inc. November 2009 - Present
OppenheimerFunds, Inc. November 2004 - January 2009
Roanoke Trade Services February 2002 - April 2003
Leisurecraft Insurance Agency Inc. April 1990 - January 2002
Skills
Risk Management, Training, Customer Service, Leadership, Time Management, Management, Attitudes, Project Management, CRM, Visio, Administrative..., Mutual Funds, Human Resources, Sales, Business Analysis, Event Planning, Interviews, Auditing, Asset Management, Microsoft Excel, Employee Benefits, Budgets, Financial Services, Bloomberg, Insurance
Education
Golden West College 1984 — 1988
A.A., Administration of Justice (Law Enforcement), Minor: Business Administration
Standard & Poor's September 2013 - Present
Arrowhead Credit Research Corp. June 2009 - September 2013
Luminent Mortgage Capital June 2008 - August 2010
Cobalt Holdings June 2008 - August 2010
OppenheimerFunds February 2000 - June 2008
OppenheimerFunds Inc. February 2000 - October 2001
Fitch Ratings September 1998 - February 2000
Fitch IBCA August 1996 - September 1998
City of New York – Office of Management and Budget (OMB) September 1988 - August 1996
Skills
Mutual Funds, Fixed Income, Cash Flow, Portfolio Management, MBS, Risk Management, Credit Rating, Asset Managment, Securities, Asset Management, Private Equity, Investment Banking, Financial Services, Financial Markets, Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Finance, Securitization, Hedge Funds, Credit, ABS, Municipal Bonds, Distressed Debt, Money Market, Equities, Trading, Bloomberg, Valuation, Structured Products, Derivatives, Alternative Investments, Funding, Fixed Income Analysis, Investment Management, Hedging, Bonds, Investment Strategies, Financial Structuring, Asset Allocation, Credit Derivatives, Equity Research, Fund Of Funds, Emerging Markets, Options
Education
City University of New York-Brooklyn College 1986 — 1988
MFA
The University of South Dakota 1982 — 1986
BS
Ferrante Residence June 2011 - Present
OppenheimerFunds, Inc 2009 - 2011
Tremont Capital Management November 2007 - March 2009
Kenmar Group Inc September 2004 - October 2006
Morgan Stanley 2004 - 2004
Education
Sheridan College 1998 — 2001
Advanced Diploma, Human Resources Management/Business Administration
Ryerson University 1996 — 1998
Diploma in Arts
MassMutual Financial Group November 2009 - Present
Mass Mutual Financial Group April 2008 - April 2009
OppenheimerFunds, Inc April 2005 - April 2008
Jackson National Life Insurance March 2002 - April 2005
Wells Fargo Investments, LLP July 2000 - March 2002
Prudential Securities, Inc December 1998 - July 2000
Skills
Mutual Funds, Annuities, Annuity, Insurance, Fixed Annuities, Leadership, Business Development, Financial Services, Sales, Finance
Education
Nebraska Wesleyan University
Bachelor of Arts
University of Nebraska at Omaha
Master of Arts
Curian Capital August 2013 - Present
Catholic Health Initiatives January 2013 - August 2013
Centura Health January 2005 - January 2013
Centura Health January 2006 - May 2008
Neumann Homes March 2004 - January 2006
LEADING EDGE PERSONNEL January 2003 - March 2004
TELETECH HOLDINGS, INC January 2002 - January 2003
WEINTRAUB ORGANIZATION January 2001 - January 2002
OPPENHEIMERFUNDS, INC January 1999 - January 2001
OPPENHEIMERFUNDS, INC January 1999 - January 2001
Skills
Outlook, System Administration, Budgets, Human Resources, Administrative..., Office Management, Process Improvement, Visio, Management
Education
Arapahoe Community College 1997 — 2004
AS, Business Administration
Arapahoe Community College 1996 — 2004
A.A, Business Administration, 3.87
OppenheimerFunds, Inc May 2013 - Present
Ajilon Consulting December 2010 - February 2013
SunGard Data Systems, Inc. 1998 - 2009
OppenheimerFunds 1985 - 1998
Skills
Testing, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Software Development, SQL, Vendor Management, SharePoint, Process Improvement, Business Process..., PMO, Software Documentation, Project Management
Education
Arapahoe
Metropolitan State University of Denver
BS, Computer and Management Science
OppenheimerFunds, Inc. April 2006 - Present
MFS Investment Management June 2004 - April 2006
Affiliated Managers Group January 2004 - June 2004
Fidelity Investments FMR Corp. August 1999 - January 2004
Scudder Kemper Investments January 1999 - July 1999
U.S. Securities and Exchange Commission September 1996 - December 1998
U.S. Securities and Exchange Commission July 1995 - September 1996
Rogers & Wells July 1993 - July 1995
Mudge Rose, Guthrie Alexander & Ferdon September 1991 - July 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Financial Services, Hedge Funds, Equities, Investments, Capital Markets, Fixed Income, Securities, Securities Regulation, Investment Management, FINRA, Mergers & Acquisitions, Corporate Finance, Corporate Governance, Trading, Structured Finance, Corporate Law, Offshore Funds, Municipal Bonds, ETFs, Finance, Due Diligence
Education
Georgetown University Law Center
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.), Law Review
Boston College
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Newington High School 1979 — 1983
OppenheimerFunds, Inc. August 1996 - Present
OppenheimerFunds,Inc. August 1996 - Present
Lockheed Martin Information Technology January 1976 - August 1996
Lockheed Martin Information Technology July 1976 - July 1991
Skills
Mutual Funds, Series 7, Series 63, Vendor Management, Retirement Planning, Disaster Recovery, Series 6, Business Continuity, Asset Allocation
Education
DePaul University 1971 — 1975
BS Business Administration, Business
OppenheimerFunds, Inc. 2001 - Present
Special Value Opportunity Fund 2004 - Present
Zurich Insurance Company Ltd. 2004 - Present
The Institute for Advanced Study 1992 - Present
The Jackson Laboratory 1991 - Present
Community Foundation of the Florida Keys 2013 - 2014
Odyssey Partners, L.P. September 1995 - December 2007
Delaware Management Holdings, Inc. May 1992 - September 1995
Delaware Group of Mutual Funds May 1992 - September 1995
Equitable Capital Management Corporation April 1985 - May 1992
Skills
Private Equity, Investments, Equities, Hedge Funds, Portfolio Management, Investment Banking, Fixed Income, Mutual Funds, Investment Management, Venture Capital, Investment Advisory, Bonds, Valuation, Emerging Markets, Investment Strategies, Financial Advisory, Due Diligence, Asset Management, Financial Modeling, Banking, Capital Markets, Asset Allocation, Investor Relations, Alternative Investments, Corporate Finance, Entrepreneurship, Trading, Securities, Financial Analysis, Equity Research, Strategic Financial..., Mergers & Acquisitions, Derivatives, Corporate Development, Finance, Financial Services, Structured Finance, Restructuring, Financial Markets, Risk Management, Wealth Management, Economics
Education
New York University - Leonard N. Stern School of Business 1970 — 1976
M.B.A., Finance, with distinction
Cornell University 1965 — 1966
M.E.E., Electrical Engineering
Cornell University 1960 — 1965
B.E.E., Electrical Engineering
Delaware Ladera Management Company January 2011 - Present
Perspecta Trust LLC January 2007 - December 2010
Fisher Scientific International Inc. January 2004 - December 2006
Latona Associates May 1998 - December 2003
OppenheimerFunds Inc. 1993 - 1998
Recovery Management Corporation 1989 - 1993
Deloitte & Touche 1985 - 1989
Skills
Private Equity, Asset Management, Alternative Investments, Investment Management, Investments, Hedge Funds, Equities, Asset Allocation, Fixed Income, Wealth Management, Portfolio Management, Financial Analysis, Venture Capital, Financial Modeling, Mergers & Acquisitions
Education
New York University 1985 — 1988
MBA, Accounting
Princeton University 1980 — 1985
BA, East Asian Studies
Piper Hill Partners 2010 - Present
OppenheimerFunds Inc. March 2000 - May 2009
JPMorgan Chase 1974 - 2001
JPMorgan Asset Management 1974 - 2000
Skills
Equities, Asset Management, Hedge Funds, Investment Management, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Private Equity, Asset Managment, Securities, Investment Strategies, Series 7, Entrepreneurship, Fixed Income
Education
University of Virginia - Darden Graduate School of Business Administration 1972 — 1974
MBA, Investment Management
Ithaca College 1968 — 1972
Bachelor of Arts (BA), Economics
Merrill Lynch September 2011 - Present
OppenheimerFunds, Inc June 2010 - August 2010
Meliora Capital Management October 2009 - May 2010
Ken Martin Landscaping May 2004 - August 2009
Education
University of Rochester 2008 — 2012
Bachelor of Arts, Financial Economics
Global Healthcare Exchange (GHX) February 2014 - June 2014
Auraria Higher Education Center January 2012 - May 2013
University of Colorado July 2007 - July 2011
OppenheimerFunds, Inc October 2005 - July 2007
Dept of Regulatory Agencies, Div of Insurance July 2003 - September 2005
Skills
Customer Service, Supply Chain Management, Logistics, Supply Chain, Logistics Management, Warehouse Management, Supply Chain..., Inventory Management, Materials Management, Procurement, Purchasing
Education
University of Colorado Boulder
Bachelor of Arts, Economics
Oppenheimerfunds, Inc. July 2009 - Present
Oppenheimerfunds, Inc. December 2003 - July 2009
ING - Security Life of Denver July 2001 - April 2002
Skills
Requirements Gathering, Business Analysis, Call Center, Microsoft Excel, Microsoft PowerPoint, Cognos, Microsoft Word, Microsoft Office, Access, Workforce Management, Workforce Planning, Call Centers, Change Management, Leadership, PowerPoint, Financial Services
Education
Colorado State University-Global Campus 2015 — 2018
Information technology and Business Analytics
Wartburg College 1991 — 1995
Elementary Education
Nagano Board of Education August 2014 - July 2015
OppenheimerFunds Inc May 2013 - May 2013
SIFMA February 2013 - May 2013
AgencyRx February 2013 - February 2013
AgencyRx November 2012 - December 2012
Tres Jolie Massage September 2011 - May 2012
Skills
Public Relations, Social Media, Event Planning, Marketing Communications, Event Management, Social Media Marketing, Public Speaking, Media Relations, Social Networking, Editing, Microsoft Excel, Microsoft Word, PowerPoint, Google Docs, Google+, QuickBooks
Education
Montclair State University
Bachelors of Arts, Communication Studies; Public Relations
Bergen Community College 2008 — 2010
Associate's degree, Liberal Arts