OFI Institutional Asset Management

Industry: Company

Description

Founded: 2001 Parent organization: OppenheimerFunds Subsidiaries: SNW Asset Management, LLC,

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OFI Institutional Asset Management Employees

Employee
Years
Job
Industry
Lynn Janoski Lynn Janoski Gainesville, Florida Area Details
Lynn Janoski's OFI Institutional Asset Management Experience February 2003 - November 2004
Job Project Manager at Gainesville Community Redevelopment Agency
Industry Government Administration
Experience
Gainesville Community Redevelopment Agency  November 2010 - Present
Institute for Workforce Innovation  October 2013 - Present
Self-Employed  January 2005 - November 2010
University of Florida Office of Technology Licensing  December 2009 - October 2010
OFI Institutional Asset Management   February 2003 - November 2004
OFI Institutional Asset Management   March 1998 - May 2002
Technimetrics, Inc.   October 1995 - June 1997
Central European University  September 1992 - September 1993

Skills
Marketing, Economic Development, Strategic Planning, Research, Investment Management, Policy Analysis, Business Development, Consulting, Entrepreneurship, Financial Analysis, Change Management, Business Strategy, Project Management, Web Project Management, Editing, RFP, Writing, Event Planning, Policy, Leadership, Fundraising, Nonprofits, Government

Education
Central European University   1993 — 1994
MA, Political Science

University of Wisconsin-Madison   1986 — 1990
BA, Political Science, French

Andrea Bonham, MBA Andrea Bonham, MBA Greater Boston Area Details
Andrea Bonham, MBA's OFI Institutional Asset Management Experience 2006 - 2008
Job Government Account Manager at Noble Supply & Logistics
Industry Defense & Space
Experience
Noble Supply & Logistics  July 2014 - Present
Oceanos  November 2011 - May 2014
Lee Munder Capital Group  August 2008 - April 2010
OFI Institutional Asset Management   2006 - 2008
Babson Capital Management  February 2005 - April 2006
Washington Mutual  2002 - 2005

Skills
Program Management, Marketing, SiriusDecisions..., Management, Sales, Strategic Planning, Leadership, Demand Generation, Analytics, Project Management, Best Practices, Marketing Communications, Integrated Marketing, Email Marketing, Lead Generation, Digital Marketing

Education
Plymouth North High School   1993 — 1997

Boston University   1997 — 2001
BS, Journalism

Fitchburg State College   2006 — 2008
MBA, Business Administration and Management

Laura Nadler Laura Nadler North Attleboro, Massachusetts Details
Laura Nadler's OFI Institutional Asset Management Experience April 2001 - July 2006
Job
Industry Insurance
Experience
Liberty International  August 2009 - Present
Kaintuck Capital   November 2008 - April 2009
Ninth Wave Capital Management   July 2006 - May 2008
OFI Institutional Asset Management   April 2001 - July 2006

Skills
Office Management, Executive Level...

Education
Fisher College

Johnson and Wales University

Mitali Prasad, CFA Mitali Prasad, CFA Greater Boston Area Details
Mitali Prasad, CFA's OFI Institutional Asset Management Experience April 2006 - August 2008
Job Portfolio Manager Washington Capital Management
Industry Investment Management
Experience
Belmont HIll School  April 2014 - Present
Washington Capital Management  September 2009 - Present
Winchester Community Music School  2008 - Present
Boston Security Analysts Society   September 2009 - 2013
OFI Institutional Asset Management   April 2006 - August 2008
Babson Capital Management  September 1994 - April 2006
Merrill Lynch  September 1993 - August 1994
Trillium Asset Management  May 1993 - August 1993

Skills
Asset Allocation, Competitive Analysis, Due Diligence, Equities, Investments, Portfolio Management, Securities, Strategy

Education
Columbia University   1993 — 1994
Finance

Indian Institute of Management, Bangalore   1989 — 1991
MBA

Delhi Institute of Technology   1985 — 1989
B. E., Electronics & Communication Engg.

CFA Institute
CFA

Steve Benjamin, CFA, CAIA Steve Benjamin, CFA, CAIA Greater Boston Area Details
Steve Benjamin, CFA, CAIA's OFI Institutional Asset Management Experience 2004 - 2006
Job Vice President, Market and Business Intelligence at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors, A Fidelity Investments Company  2007 - Present
Private Capital Management  2006 - 2007
OFI Institutional Asset Management   2004 - 2006
MFS Investment Management  2001 - 2004
MFS Investment Management  1999 - 2001
MFS Investment Management  1998 - 2000

Skills
Investments, Competitive Analysis, Strategy, Mutual Funds, Asset Allocation, Portfolio Management, Analysis, Market Analysis, Market Research, Business Strategy, Risk Management, Securities, Trading, Hedge Funds, Investment Strategies, Forecasting, Public Speaking

Education
Tufts University - The Fletcher School of Law and Diplomacy   2011 — 2012
Masters, International Relations

CAIA Association
Chartered Alternative Investment Analyst Designation (CAIA)

CFA Institute
Chartered Financial Analyst Designation (CFA)

University of Massachusetts Dartmouth   1990 — 1994
Bachelor, Marketing

Geoffrey Caan Geoffrey Caan Greater Boston Area Details
Geoffrey Caan's OFI Institutional Asset Management Experience 2003 - 2009
Job Managing Director, US Fixed Income at Sun Capital Advisers
Industry Investment Management
Experience
Sun Life Investment Management  March 2011 - Present
OFI Institutional Asset Management   2003 - 2009
OppenheimerFunds  2003 - 2009
ABN AMRO  2002 - 2003
Zurich Scudder Investments  1999 - 2003
Donaldson, Lufkin & Jenrette   March 1997 - November 1998

Skills
Bonds, Fixed Income, Portfolio Management

Education
The University of Chicago Booth School of Business   1995 — 1997
MBA, Finance and Statistics

University of Wisconsin-Madison   1988 — 1992
BBA, Real Estate, Finance

Jason Zeman Jason Zeman Greater Boston Area Details
Jason Zeman's OFI Institutional Asset Management Experience February 2007 - 2009
Job Director Valuation & Business Analystics
Industry Accounting
Experience
BDO USA, LLP  June 2014 - Present
McGladrey LLP  February 2009 - June 2014
Caturano and Company  February 2009 - July 2010
OFI Institutional Asset Management   February 2007 - 2009
Sun Capital Advisers LLC (a division of Sun Life Financial)   June 2005 - February 2007
Duff & Phelps  2001 - 2005
Standard & Poor's   2001 - 2005

Skills
Business Valuation, Mergers & Acquisitions, Private Equity, Venture Capital, Financial Analysis, Financial Modeling, Derivatives, Capital Markets, Restructuring, Investments, Life Sciences, Biotechnology, Information Technology, Corporate Development, Financial Services, Equities, Finance, Fundamental Analysis, Mergers, Valuation, Asset Managment, Portfolio Management, Financial Reporting, Fixed Income

Education
Babson College - Franklin W. Olin Graduate School of Business   1999 — 2001
MBA

The University of Connecticut   1991 — 1995
BA

NMHS

Jeffrey Lagarce Jeffrey Lagarce Greater Boston Area Details
Jeffrey Lagarce's OFI Institutional Asset Management Experience January 2005 - September 2009
Job President at Pyramis Global Advisors, A Fidelity Investments Company
Industry Financial Services
Experience
Pyramis Global Advisors  January 2015 - Present
Fidelity Worldwide Investment  July 2013 - Present
Fidelity Investments  September 2009 - July 2013
OFI Institutional Asset Management   January 2005 - September 2009

Skills
Series 7, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Asset Management, Securities, Equities, Wealth Management, Risk Management, Retirement Planning, Fixed Income, Retirement, Asset Allocation

Education
Assumption College
Bachelor of Science (BS), Economics

Jordan Foster Jordan Foster Greater New York City Area Details
Jordan Foster's OFI Institutional Asset Management Experience 2001 - 2006
Job Head of Investor Relations Americas at Marshall Wace
Industry Investment Management
Experience
Marshall Wace  June 2009 - Present
Intrepid Capital Management  February 2008 - May 2009
Fred Alger Management  2006 - 2008
OppenheimerFunds, Inc.   2001 - 2006
OFI Institutional Asset Management   2001 - 2006
Self-Employed  1998 - 2000
SEI Investments  1991 - 1997
The Wharton School, University of Pennsylvania  December 1989 - May 1991
Harbridge House  1987 - 1989
Strategic Management Group, Inc.   1986 - 1987

Education
University of Pennsylvania - The Wharton School   1989 — 1991
Master of Business Administration (M.B.A.)

University of Pennsylvania   1982 — 1986
Bachelor's Degree

Wayland High School   1978 — 1982
High School

Claflin Elementary School   1972 — 1976

Quarles Elementary School   1968 — 1972

David Schmidt, CFA, CAIA David Schmidt, CFA, CAIA Greater Boston Area Details
David Schmidt, CFA, CAIA's OFI Institutional Asset Management Experience June 2003 - January 2011
Job Sr VP, Investments at Martingale Asset Management
Industry Investment Management
Experience
Martingale Asset Management  January 2015 - Present
Zacks Investment Management  January 2014 - December 2014
Self-employed  March 2011 - December 2013
OFI Institutional Asset Management   June 2003 - January 2011
OFI Institutional Asset Management   1998 - June 2003
Trinity Investment Management   July 1994 - June 1998
Trinity Investment Management   August 1988 - July 1993

Skills
Quantitative Analysis, Portfolio Management, Portfolio Optimization, Product Specialist, C++, Innovation, Team Leadership, Financial Modeling, Client Interfacing, Thought Leadership, Monte Carlo Simulation, Equities, Investments, Asset Management, Investment Strategies, Performance Attribution, Quantitative Finance, Asset Managment, Quantitative Analytics, Financial Services, Mutual Funds, Risk Management, Valuation, Investment Management, Risk Analysis, Barra Aegis, Axioma, Quantitative Research, Quantitative Risk, Quantitative Risk..., Quantitative Investing, Sales Presentations, Client Presentation, Presenting to Clients, Product Development, Finance, Alternative Investments, Asset Allocation, Equity Research, Capital Markets, CRM

Education
Penn State University   2012 — 2013
Master of Science (MS), Computer Science

Penn State University   2011 — 2012
Graduate Certificate, Applied Statistics

University of Minnesota-Twin Cities   1991 — 1993
Computer Science

Penn State University   1987 — 1989
Computer Science

Carleton College   1980 — 1984
BA, Mathematics

Rob Croll Rob Croll Orlando, Florida Area Details
Rob Croll's OFI Institutional Asset Management Experience 1999 - 2006
Job Oversee Curriculum & Faculty for Internet Marketing Bachelor & Master Degrees / SMB Digital Marketing Consultant
Industry Marketing and Advertising
Experience
Full Sail University  August 2011 - Present
Marlannah Digital Marketing   May 2006 - Present
Full Sail University  October 2008 - August 2011
TruePresence  April 2006 - September 2008
OFI Institutional Asset Management   1999 - 2006
Trinity Investment Management   1984 - 1999

Skills
Small Business Marketing, Digital Marketing, Internet Marketing, Integrated Marketing, Web Marketing, Marketing Strategy, SEO, Strategy, SEM, Social Media Marketing, Online Marketing, Email Marketing, Advertising, Entrepreneurship, Social Media, Competitive Analysis, Online Advertising, PPC, Marketing, Web Analytics, Google Analytics, Google Adwords, SMO, Mobile Marketing, Digital Media, E-commerce, Lead Generation, Leadership, Website Development, WordPress, Blogging, Keyword Research, Salesforce.com, Search Advertising, Digital Strategy, Landing Page..., Organic Search, Web Design, Social Networking, Facebook, Small Business, Conversion Optimization, Affiliate Marketing, Content Marketing, Social Marketing, Internet Strategy, Social Media Measurement, SEO copywriting, Google Webmaster Tools, Online Reputation...

Education
Full Sail University   2011 — 2012
MFA, Media Design

Penn State University   1980 — 1984
BS, Finance

Daphne O'Keefe Daphne O'Keefe Seattle, Washington Details
Daphne O'Keefe's OFI Institutional Asset Management Experience 1987 - 2000
Job Relationship Development for Institutional Trust and Custody Services, TaftHartley Services
Industry Financial Services
Experience
U.S. Bank   2008 - 2011
Wells Fargo  2000 - 2008
OFI Institutional Asset Management   1987 - 2000

Skills
Relationship Management, Key Client Relationships, Business Development, Institutional..., Asset Management, Trust Services, Qualified Retirement..., Global Custody, Investments, Financial Services, Management, Banking, CRM, Risk Management, Mutual Funds, Wealth Management, Finance, Securities, Financial Analysis, Portfolio Management

Education
University of Colorado
Bachelor of Science (BS)

Steven J. Snyder Steven J. Snyder Greater Boston Area Details
Steven J. Snyder's OFI Institutional Asset Management Experience July 2006 - March 2011
Job Head of US Institutional Sales Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US  June 2011 - Present
OFI Institutional Asset Management   July 2006 - March 2011
OppenheimerFunds  July 2006 - March 2011
Babson Capital Management  2004 - 2006
Eaton Vance  1999 - 2000

Skills
Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Advisory

Education
Saint Lawrence University   1995 — 1999
Bachelor of Arts (B.A.), Economics

Tim Muffley Tim Muffley Greater Denver Area Details
Tim Muffley's OFI Institutional Asset Management Experience May 1984 - July 2010
Job Managing DirectorInstitutional Distribution at Cushing Asset Management
Industry Investment Management
Experience
Cushing Asset Management   December 2014 - Present
Hillcrest Asset Management, LLC   July 2013 - November 2014
Denver Investments  December 2011 - July 2013
OFI Institutional Asset Management   May 1984 - July 2010
Trinity Investment Management   1984 - 2010

Skills
Sales, Asset Allocation, Investment Management, Investment Strategies, Mutual Funds, Management, Equities, Asset Management, Institutional Sales, Asset Managment, Investments

Education
Penn State University   1980 — 1984
Bachelor of Science (BS), Finance, General

Graham Seagraves Graham Seagraves Charlotte, North Carolina Area Details
Graham Seagraves's OFI Institutional Asset Management Experience 2003 - 2006
Job Institutional Sales
Industry Investment Management
Experience
Russell Investment Group  March 2006 - Present
OFI Institutional Asset Management   2003 - 2006
Global Distribution Strategies   1999 - 2003

Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Trading, Investment Management, Series 63, Hedge Funds, Asset Management, Series 7, Equities, Pension Funds, Fixed Income, Wealth Management, Investment Advisory

Education
Furman University   1996 — 2000
Business Administration, Finance

Lucy Campbell Pelsma Lucy Campbell Pelsma Boston, Massachusetts Details
Lucy Campbell Pelsma's OFI Institutional Asset Management Experience January 2010 - July 2011
Job Strategic Alliance Marketing Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines  July 2014 - Present
Thomas College  April 2013 - June 2014
Sankaty Advisors, LLC (affiliate of Bain Capital)   July 2011 - March 2013
OFI Institutional Asset Management   January 2010 - July 2011
The Bank of New York Mellon  September 2002 - January 2010

Skills
Mutual Funds, Investments, Equities, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Financial Modeling, Series 7, Financial Analysis, Valuation, Asset Allocation, Private Equity, Financial Services, Investment Management, Due Diligence, Capital Markets, Securities, Wealth Management, Relationship Management, Risk Management, Investment Advisory, Investment Banking, Series 63, Investment Strategies

Education
Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2008
MBA, Marketing

Wheaton College (MA)   1998 — 2002
B.A., Economics

Carrabec High School   1995 — 1998

Shawn Hogan Shawn Hogan South Easton, Massachusetts Details
Shawn Hogan's OFI Institutional Asset Management Experience February 2002 - May 2011
Job Senior Consultant Relations Manager
Industry Investment Management
Experience
Columbia Management  June 2011 - Present
OFI Institutional Asset Management   February 2002 - May 2011

Skills
Investment Management, Series 7, Asset Allocation, Mutual Funds, Fixed Income, Asset Managment, Portfolio Management, Investments, Financial Services, Relationship Management, Equities, Investment Strategies

Education
Bucknell University   1985 — 1989
BS, Business Administration and Management, General

Brockton High   1981 — 1985

Dave Karmis Dave Karmis Greater Chicago Area Details
Dave Karmis's OFI Institutional Asset Management Experience 2004 - 2007
Job Managing Director at GlobalMacro Capital Management, LLC
Industry Investment Management
Experience
GlobalMacro Capital Management   June 2012 - Present
OFI Institutional Asset Management   2004 - 2007
Bank One Corporation  1997 - 2003
First Chicago NBD Investment Management Group   1994 - 1997
First Chicago  1989 - 1994

Skills
Hedge Funds, Portfolio Management, Investments, Fixed Income, Private Equity, Mutual Funds, Capital Markets, Due Diligence, Financial Modeling, Investment Strategies

Education
Northwestern University - Kellogg School of Management   1978 — 1980
Master of Business Administration (MBA), Marketing and Finance

Bradley University   1972 — 1976
BS, Economics

Amy Harl, CFA Amy Harl, CFA Greater Boston Area Details
Amy Harl, CFA's OFI Institutional Asset Management Experience March 2003 - March 2010
Job GMO
Industry Investment Management
Experience
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

Hao (David) Zhou, Ph.D. Hao (David) Zhou, Ph.D. Greater New York City Area Details
Hao (David) Zhou, Ph.D.'s OFI Institutional Asset Management Experience September 2006 - December 2010
Job Quantitative Analyst at State Street
Industry Financial Services
Experience
State Street  January 2012 - December 2013
JPMorgan Chase  2011 - 2011
OFI Institutional Asset Management   September 2006 - December 2010
Drexel University  September 1999 - June 2006
Drexel University  2005 - 2006

Skills
Hedge Funds, Equities, Portfolio Optimization, Portfolio Management, Quantitative Finance, Fixed Income, Financial Modeling, Quantitative Analytics, Financial Risk, Asset Allocation, Econometrics, Time Series Analysis, Investments, Economics, Trading Strategies, Currency, Monte Carlo Simulation, C++, Java, Matlab, R, SAS, SQL, Risk Management, Manager Selection, Investment Strategies, Asset Management, Alternative Investments, Statistics, Mutual Funds, Derivatives, Market Risk, Finance, Data Mining, Analysis, Equity Research, Capital Markets, Investment Management, Python

Education
Drexel University   1999 — 2006
Doctor of Philosophy (PhD), Business Administration

Drexel University   2001 — 2005
Master of Science (MS), Computer Science

Harbin Institute of Technology   1994 — 1996
Master of Engineering, Management Information Systems

Harbin Institute of Technology   1990 — 1994
Bachelor of Engineering, Management Information Systems

Thomas Waters Thomas Waters Rochester, New York Area Details
Thomas Waters's OFI Institutional Asset Management Experience February 2008 - February 2011
Job Practice Leader Defined Contribution
Industry Investment Management
Experience
Manning & Napier  June 2014 - Present
Gosselin Consulting Group LLC   July 2013 - March 2014
J.P. Morgan   March 2011 - June 2013
OFI Institutional Asset Management   February 2008 - February 2011
Putnam Investments  October 2002 - April 2008

Skills
Defined Contribution, Retirement, Asset Management, Investments, Employee Benefits, Asset Allocation, Equities, Alternative Investments, Series 7, Mutual Funds, Portfolio Management, Series 63, Management, Investment Management, Analysis

Education
Cornell University - S.C. Johnson Graduate School of Management   2009 — 2011
MBA, Buiness Administration

Queen's University   2009 — 2011
MBA, Business Administration

St. Lawrence University   1995 — 1999
BA, Economics, Government

Jackie Williams, CFA Jackie Williams, CFA Boston, Massachusetts Details
Jackie Williams, CFA's OFI Institutional Asset Management Experience March 2006 - August 2009
Job Vice President, Equity Research Analyst at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management  November 2013 - Present
AlphaOne Capital Partners LLC  September 2009 - November 2013
OFI Institutional Asset Management   March 2006 - August 2009
Babson Capital Management  May 2005 - March 2006
Jesup & Lamont  1999 - 2005
KPMG  1996 - 1998

Skills
Asset Management, Equity Research, Series 7, Equities, Financial Analysis, Alternative Investments, Hedge Funds, Investments, Capital Markets, Financial Modeling, Bloomberg, Corporate Finance, Portfolio Management, Investment Management, Valuation, Mutual Funds, Fixed Income, Asset Managment

Education
New York University - Leonard N. Stern School of Business   1996 — 1999
MBA, Finance and Accounting

Colgate University   1992 — 1996
Bachelors, Economics and German

Elke Pierre Elke Pierre Marion, Massachusetts Details
Elke Pierre's OFI Institutional Asset Management Experience 2000 - 2004
Job Owner, The Marion Yoga Loft
Industry Health, Wellness and Fitness
Experience
Marion Yoga Loft (since 2007)   September 2007 - Present
OFI Institutional Asset Management   2000 - 2004

Education
Emerson College
Masters - Marketing Communications, Marketing Communication

Skidmore Collge   1990 — 1993
BS, Fine Art

Mary Miley Mary Miley Greater Boston Area Details
Mary Miley's OFI Institutional Asset Management Experience April 2003 - February 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
OFI Institutional Asset Management   April 2003 - February 2008
Columbia Management  September 1993 - April 2003

Skills
Equities, Mutual Funds, Investments, Fixed Income, Series 7, Asset Management, Portfolio Management, Asset Allocation, Bloomberg, Trading, Bonds, Capital Markets

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1996 — 1998
MBA, Finance

Northeastern University   1988 — 1992
B.S., Finance

Thomas J. Hoey Thomas J. Hoey Greater Boston Area Details
Thomas J. Hoey's OFI Institutional Asset Management Experience 2006 - 2009
Job Investment Professional
Industry Investment Management
Experience
OFI Institutional Asset Management   2006 - 2009
Netols Asset Management   2004 - 2005
Putnam Investment Management   1996 - 2004
Driehaus Capital Management  1988 - 1996

Skills
Equities

Education
The University of Chicago   1986 — 1988
MBA, Business Administration

University of Michigan   1978 — 1981
BBA, Business Administration

Kristin McGinley Kristin McGinley Greater Philadelphia Area Details
Kristin McGinley's OFI Institutional Asset Management Experience December 2000 - June 2002
Job Senior Investment Content Writer at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management  August 2015 - Present
Public Financial Management  November 2011 - July 2015
BNY Mellon  November 2010 - November 2011
SEI Investments  April 2009 - November 2010
US Fiduciary  July 2007 - March 2009
Wachovia Securities, LLC  July 2002 - July 2006
OFI Institutional Asset Management   December 2000 - June 2002

Skills
Financial Services, Asset Allocation, Investment Research, Portfolio Management, Equities, Mutual Funds, Investments, Asset Management, Financial Analysis, Finance, Investment Management, Due Diligence, Bonds, Management, Equity Research, Financial Advisory, Trading, Options, Editing

Education
Centre College   1996 — 2000
B.S., Economics

Anne Louise Cropp Anne Louise Cropp State College, Pennsylvania Details
Anne Louise Cropp's OFI Institutional Asset Management Experience January 2001 - December 2006
Job Writer, Development and Alumni Relations, Smeal College of Business at Pennsylvania State University
Industry Investment Management
Experience
Pennsylvania State University  December 2014 - Present
Pennsylvania State University  August 2014 - December 2014
Aris Corporation  April 2012 - May 2014
OFI Institutional Asset Mgmt   January 2007 - December 2010
OFI Institutional Asset Management   January 2001 - December 2006
OFI Institutional Asset Management   August 1999 - December 2000

Skills
Equities, Investments, Asset Allocation, Portfolio Management, Financial Analysis, Investment Management, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Financial Modeling, Series 63, Asset Managment, Alternative Investments, Hedge Funds, Financial Services, Wealth Management, Asset Management, Investment Advisory

Education
Penn State University   1997 — 1999
MBA/MHA, Business and Health Administration

Penn State University   1990 — 1993
Bachelor's Degree, Nursing

Benjamin Gord Benjamin Gord Greater Boston Area Details
Benjamin Gord's OFI Institutional Asset Management Experience 2002 - 2009
Job Portfolio Manager, Alternative Investments / Fixed Income at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments  July 2013 - Present
Sun Life Financial  August 2011 - October 2011
OFI Institutional Asset Management   2002 - 2009
Miller, Anderson, & Sherrerd (Morgan Stanley)   1992 - 2002

Education
University of Pennsylvania   1985 — 1990
Economics

New York University   1982 — 1985
BA, Economics

Patrick Bisbey Patrick Bisbey State College, Pennsylvania Area Details
Patrick Bisbey's OFI Institutional Asset Management Experience March 1999 - December 2008
Job Investment Management Professional
Industry Investment Management
Experience
OFI Institutional Asset Management   March 1999 - December 2008
Trinity Investment Management Corporation   March 1981 - March 1999

Education
Penn State University   1976 — 1982
BS, Economics

Diane Hallett Diane Hallett Greater Boston Area Details
Diane Hallett's OFI Institutional Asset Management Experience 2006 - 2010
Job AVP, RFP Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  August 2012 - Present
Eaton Vance  October 2010 - August 2012
OFI Institutional Asset Management   2006 - 2010
John Hancock Advisers   2000 - 2006
Scudder Investments  1992 - 2000

Skills
Investments, Project Management, Fixed Income, Research, Bloomberg, Financial Analysis, Asset Management, Series 7, Mutual Funds, Hedge Funds, Investment Strategies, Marketing, Relationship Management, Public Speaking, Series 63, Asset Allocation, Financial Services, Alternative Investments, Equities, Portfolio Management, Investment Management

Education
Saint Michael's College   1984 — 1988
BA, Journalism

Chuck McKenzie, CFA, CFP Chuck McKenzie, CFA, CFP Greater Boston Area Details
Chuck McKenzie, CFA, CFP's OFI Institutional Asset Management Experience September 1999 - March 2009
Job Head of Institutional Solutions at Fidelity Investments
Industry Investment Management
Experience
Fidelity Worldwide Investment  January 2015 - Present
56 Degrees Professional Services, LLC   June 2010 - Present
Fidelity Investments  May 2012 - December 2014
Geode Capital Management  January 2011 - April 2012
DG Capital Management   June 2009 - June 2010
OFI Institutional Asset Management   September 1999 - March 2009
Fidelity Management Trust Company  September 1996 - September 1999
MetLife  June 1992 - September 1996
Wyatt Asset Services   June 1987 - June 1992
Hewitt Associates  June 1982 - June 1987

Skills
Asset Allocation, Mutual Funds, Asset Managment, Equities, Investments, Investment Management, Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Retirement

Education
United States Golf Teachers Federation   2011 — 2011
Level 3 Certified Instructor, golf swing analysis and adjustment

The University of Chicago   1982 — 1984
MBA, Finance and Marketing

Bates College   1975 — 1979
BA, Math, Political Science and Education

Jon Weintraub Jon Weintraub Wayland, Massachusetts Details
Jon Weintraub's OFI Institutional Asset Management Experience 2007 - 2008
Job Managing Director at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets  May 2014 - Present
Janney Montgomery Scott LLC  2008 - May 2014
OFI Institutional Asset Management   2007 - 2008
Oppenheimer & Co.   2001 - 2007

Education
Bates College
Bachelor's Degree, Economics

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