Oppenheimer & Co.
Industry: Investment banking company
DescriptionOppenheimer Holdings is an American multinational independent investment bank and financial services company offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide. AUM: $25.3 billion (2013) Headquarters: New York City, New York, United States CEO: Albert G. Lowenthal (1985–) Subsidiaries: Oppenheimer Investments Asia Limited,
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Oppenheimer & Co. Employees
Employee
Years
Job
Industry
Francis J Duggan Francis J Duggan's Oppenheimer & Co. Experience May 2008 - July 2008
Job Francis J Duggan | Sales Manager | Consultant | Sr. Account Executive | Money Expert | Entertainer | Author | Investor
Industry Internet
Experience
Coin & Buck April 2014 - Present
۩ RealScout March 2013 - April 2014
Apple July 2012 - April 2013
Transammonia November 2010 - January 2012
Ultimate Medical Academy July 2010 - November 2010
Edward Jones July 2009 - July 2010
Merrill Lynch July 2008 - August 2008
Oppenheimer & Co. May 2008 - July 2008
Putnam Investments February 2007 - May 2008
J.Crew 2007 - 2008
Skills
CRM, Budgets, Sales, Leadership, Project Management, Marketing, Financial Analysis, Management, Sales Operations, New Business Development, Marketing Strategy, Start-ups, Strategic Financial..., Training, Business Planning, Management Consulting, Risk Management, Strategy, Social Networking, Entrepreneurship, Finance, Logistics, Email Marketing, Recruiting, Social Media, Facebook, SAP, Business Development, FAR and DFAR, Six Sigma, Supply Chain Management, Business Law, Day Trading, Social Media Strategist, Market Analysis, Financial Accounting, Sales Management, Analysis, Project Planning, Investments, Public Speaking, Social Media Marketing, Salesforce.com, Customer Service, Consulting, Strategic Planning, Microsoft Office, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
The Second City
Improv, Conservatory
Pasadena City College 2014 — 2015
Radio and Television
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist
Bridgewater State University 2005 — 2009
Bachelor's Degree, Accounting & Finance Minor: Business Management, Cum Laude
The Washington Center for Internships and Academic Seminars 2008 — 2008
Entrepreneurship/Entrepreneurial Studies
Central Catholic High School 2003 — 2005
High School
Lowell Catholic High School 2001 — 2003
High School
Coin & Buck April 2014 - Present
۩ RealScout March 2013 - April 2014
Apple July 2012 - April 2013
Transammonia November 2010 - January 2012
Ultimate Medical Academy July 2010 - November 2010
Edward Jones July 2009 - July 2010
Merrill Lynch July 2008 - August 2008
Oppenheimer & Co. May 2008 - July 2008
Putnam Investments February 2007 - May 2008
J.Crew 2007 - 2008
Skills
CRM, Budgets, Sales, Leadership, Project Management, Marketing, Financial Analysis, Management, Sales Operations, New Business Development, Marketing Strategy, Start-ups, Strategic Financial..., Training, Business Planning, Management Consulting, Risk Management, Strategy, Social Networking, Entrepreneurship, Finance, Logistics, Email Marketing, Recruiting, Social Media, Facebook, SAP, Business Development, FAR and DFAR, Six Sigma, Supply Chain Management, Business Law, Day Trading, Social Media Strategist, Market Analysis, Financial Accounting, Sales Management, Analysis, Project Planning, Investments, Public Speaking, Social Media Marketing, Salesforce.com, Customer Service, Consulting, Strategic Planning, Microsoft Office, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
The Second City
Improv, Conservatory
Pasadena City College 2014 — 2015
Radio and Television
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist
Bridgewater State University 2005 — 2009
Bachelor's Degree, Accounting & Finance Minor: Business Management, Cum Laude
The Washington Center for Internships and Academic Seminars 2008 — 2008
Entrepreneurship/Entrepreneurial Studies
Central Catholic High School 2003 — 2005
High School
Lowell Catholic High School 2001 — 2003
High School
Don Quinn's Oppenheimer & Co. Experience 2005 - 2006
Job Entrepreneurial Sales and Business Development Executive
Industry Information Technology and Services
Experience
Infinite Analytics 2014 - 2015
Personagraph 2013 - 2014
Microsoft 2011 - 2013
Sloan School of Management 2009 - 2011
Satori Capital 2010 - 2010
New Brunswick Development Corporation 2006 - 2009
Oppenheimer & Co. 2005 - 2006
The Danbury Mint 2004 - 2005
Skills
Finance, Marketing, Sales, Start-ups, Strategy, Business Strategy, Business Development, Management, Product Management, Competitive Analysis, Business Planning, Market Research, Entrepreneurship, Product Marketing, Marketing Strategy, Strategic Planning, Series 7, Product Development, Forecasting, Financial Modeling, Leadership, New Business Development, SaaS, Analytics, Cloud Computing, Lead Generation, Cross-functional Team..., Strategic Partnerships, Sales Process, Solution Selling, CRM, Mobile Devices, Enterprise Software, E-commerce, Management Consulting, Go-to-market Strategy, Business Intelligence, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Amherst College
Bachelor of Arts, Economics
Infinite Analytics 2014 - 2015
Personagraph 2013 - 2014
Microsoft 2011 - 2013
Sloan School of Management 2009 - 2011
Satori Capital 2010 - 2010
New Brunswick Development Corporation 2006 - 2009
Oppenheimer & Co. 2005 - 2006
The Danbury Mint 2004 - 2005
Skills
Finance, Marketing, Sales, Start-ups, Strategy, Business Strategy, Business Development, Management, Product Management, Competitive Analysis, Business Planning, Market Research, Entrepreneurship, Product Marketing, Marketing Strategy, Strategic Planning, Series 7, Product Development, Forecasting, Financial Modeling, Leadership, New Business Development, SaaS, Analytics, Cloud Computing, Lead Generation, Cross-functional Team..., Strategic Partnerships, Sales Process, Solution Selling, CRM, Mobile Devices, Enterprise Software, E-commerce, Management Consulting, Go-to-market Strategy, Business Intelligence, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Amherst College
Bachelor of Arts, Economics
Kevin Caufield Kevin Caufield's Oppenheimer & Co. Experience January 2007 - November 2007
Job Sales Representative
Industry Financial Services
Experience
UnitedHealth Group September 2013 - December 2013
Aegis Communications Group, Inc. June 2012 - November 2012
Georgeson March 2008 - July 2010
Oppenheimer & Co. January 2007 - November 2007
Flatiron Database Marketing April 2005 - December 2006
Oliver Financial Services, Inc. December 2005 - September 2006
Yahoo September 2001 - March 2005
Superpages.com September 2001 - March 2005
Skills
Business Development, Advertising, Lead Generation, Integrated Marketing, Marketing, Sales, Financial Services, Health Insurance, Customer Service, Investor Relations, New Business Development, Entrepreneurship
Education
Xaverian High School 1987 — 1991
Borough of Manhattan Community College
UnitedHealth Group September 2013 - December 2013
Aegis Communications Group, Inc. June 2012 - November 2012
Georgeson March 2008 - July 2010
Oppenheimer & Co. January 2007 - November 2007
Flatiron Database Marketing April 2005 - December 2006
Oliver Financial Services, Inc. December 2005 - September 2006
Yahoo September 2001 - March 2005
Superpages.com September 2001 - March 2005
Skills
Business Development, Advertising, Lead Generation, Integrated Marketing, Marketing, Sales, Financial Services, Health Insurance, Customer Service, Investor Relations, New Business Development, Entrepreneurship
Education
Xaverian High School 1987 — 1991
Borough of Manhattan Community College
Sarita Wahba Sarita Wahba's Oppenheimer & Co. Experience January 2004 - July 2005
Job Program Officer at PatientCentered Outcomes Research Institute ( PCORI )
Industry Hospital & Health Care
Experience
Patient-Centered Outcomes Research Institute ( PCORI ) January 2014 - July 2015
Patient-Centered Outcomes Research Institute ( PCORI ) July 2013 - December 2013
Patient-Centered Outcomes Research Institute November 2012 - July 2013
Sarita Wahba - self employed January 2006 - 2012
Equinox Fitness October 2005 - November 2011
Oppenheimer & Co. January 2004 - July 2005
Merrill Lynch / Herzog Heine Geduld March 1997 - January 2003
Skills
Program Evaluation, Data Analysis, Nonprofits, Research, Grant Writing, Public Health, Policy Analysis, Community Outreach, Public Speaking, Healthcare, Health IT, Healthcare Consulting
Education
Johns Hopkins Bloomberg School of Public Health 2012 — 2013
Certificate, Public Health Informatics
Johns Hopkins Bloomberg School of Public Health 2011 — 2013
MSPH, Health Policy
City University of New York-Brooklyn College 2005 — 2007
Master of Science (MS), Exercise Physiology and Cardiac Rehabilitation
Binghamton University
Bachelor of Science (B.S.), Finance, General
Patient-Centered Outcomes Research Institute ( PCORI ) January 2014 - July 2015
Patient-Centered Outcomes Research Institute ( PCORI ) July 2013 - December 2013
Patient-Centered Outcomes Research Institute November 2012 - July 2013
Sarita Wahba - self employed January 2006 - 2012
Equinox Fitness October 2005 - November 2011
Oppenheimer & Co. January 2004 - July 2005
Merrill Lynch / Herzog Heine Geduld March 1997 - January 2003
Skills
Program Evaluation, Data Analysis, Nonprofits, Research, Grant Writing, Public Health, Policy Analysis, Community Outreach, Public Speaking, Healthcare, Health IT, Healthcare Consulting
Education
Johns Hopkins Bloomberg School of Public Health 2012 — 2013
Certificate, Public Health Informatics
Johns Hopkins Bloomberg School of Public Health 2011 — 2013
MSPH, Health Policy
City University of New York-Brooklyn College 2005 — 2007
Master of Science (MS), Exercise Physiology and Cardiac Rehabilitation
Binghamton University
Bachelor of Science (B.S.), Finance, General
Leonard H. Seawell Leonard H. Seawell's Oppenheimer & Co. Experience 2010 - 2012
Job Managing Partner Seawell Menawa, LLC
Industry Investment Banking
Experience
Seawell Menawa, LLC June 1970 - Present
Oppenheimer & Co. 2010 - 2012
Morgan Keegan & Co October 1999 - February 2008
J C Bradford & Co May 1995 - October 1999
Education
Auburn University 1966 — 1970
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northwestern University
University of Pennsylvania - The Wharton School
Seawell Menawa, LLC June 1970 - Present
Oppenheimer & Co. 2010 - 2012
Morgan Keegan & Co October 1999 - February 2008
J C Bradford & Co May 1995 - October 1999
Education
Auburn University 1966 — 1970
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northwestern University
University of Pennsylvania - The Wharton School
Paula Jacobs Paula Jacobs's Oppenheimer & Co. Experience January 1992 - May 1993
Job Sr. Configuration Analyst at Norgren
Industry Industrial Automation
Experience
Norgren January 2013 - Present
Norgren December 2004 - December 2012
Norgren March 2001 - December 2004
Norgren April 1996 - March 2001
Norgren October 1993 - March 1996
OppenheimerFunds May 1993 - October 1993
Oppenheimer & Co. January 1992 - May 1993
Republic National Bank April 1991 - January 1992
TeleCheck August 1990 - April 1991
Skills
Financial Analysis, Marketing Communications, Business Management, Project Management, Six Sigma Greenbelt, Team Leadership, Strategic Planning, Product Development, Product Management, Team Building, Value Stream Mapping, Customer Relations, Production Planning, Change Management, Process Improvement, Marketing Strategy, Pneumatics, Planning, Microsoft Office, Cross-functional Team..., Excel, Team Management, Customer Service, International Business, Six Sigma, Supply Chain, Microsoft Excel, Supply Chain Management, Pricing, Management, Manufacturing, Project Planning
Education
Metropolitan State College of Denver 1988 — 1990
Bachelor of Science, Marketing
Arapahoe Community College 1986 — 1988
Associate of Science, Business
Norgren January 2013 - Present
Norgren December 2004 - December 2012
Norgren March 2001 - December 2004
Norgren April 1996 - March 2001
Norgren October 1993 - March 1996
OppenheimerFunds May 1993 - October 1993
Oppenheimer & Co. January 1992 - May 1993
Republic National Bank April 1991 - January 1992
TeleCheck August 1990 - April 1991
Skills
Financial Analysis, Marketing Communications, Business Management, Project Management, Six Sigma Greenbelt, Team Leadership, Strategic Planning, Product Development, Product Management, Team Building, Value Stream Mapping, Customer Relations, Production Planning, Change Management, Process Improvement, Marketing Strategy, Pneumatics, Planning, Microsoft Office, Cross-functional Team..., Excel, Team Management, Customer Service, International Business, Six Sigma, Supply Chain, Microsoft Excel, Supply Chain Management, Pricing, Management, Manufacturing, Project Planning
Education
Metropolitan State College of Denver 1988 — 1990
Bachelor of Science, Marketing
Arapahoe Community College 1986 — 1988
Associate of Science, Business
Sam Levine Sam Levine's Oppenheimer & Co. Experience March 2006 - December 2008
Job Vice President, Senior Specialist Managed Account Client Services & Analytical Reporting
Industry Financial Services
Experience
Northern Trust Asset Management December 2013 - Present
Potvin Partners, LLC June 2012 - December 2013
Morgan Keegan February 2010 - April 2012
THINK EQUITY LLC January 2008 - January 2009
Oppenheimer & Co. March 2006 - December 2008
First Albany Capital January 2001 - March 2006
First Albany Capital June 1999 - January 2001
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Trading, Investment Banking, Equity Trading, Financial Services, Series 7, Series 63, Bloomberg, Alternative Investments, Capital Markets, Fixed Income, Investments, Asset Management, Mutual Funds, Securities, Financial Modeling, Asset Allocation, Investment Strategies
Education
Adelphi University 2005 — 2007
Masters, Business Administration
SUNY Albany 1995 — 1999
BS, Economics
Northern Trust Asset Management December 2013 - Present
Potvin Partners, LLC June 2012 - December 2013
Morgan Keegan February 2010 - April 2012
THINK EQUITY LLC January 2008 - January 2009
Oppenheimer & Co. March 2006 - December 2008
First Albany Capital January 2001 - March 2006
First Albany Capital June 1999 - January 2001
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Trading, Investment Banking, Equity Trading, Financial Services, Series 7, Series 63, Bloomberg, Alternative Investments, Capital Markets, Fixed Income, Investments, Asset Management, Mutual Funds, Securities, Financial Modeling, Asset Allocation, Investment Strategies
Education
Adelphi University 2005 — 2007
Masters, Business Administration
SUNY Albany 1995 — 1999
BS, Economics
John J. LaBarca John J. LaBarca's Oppenheimer & Co. Experience February 1991 - June 1997
Job Sr. Investment Specialist at National Securities
Industry Financial Services
Experience
National Securities February 2010 - Present
Wells Fargo Advisors June 2006 - February 2010
Ryan Beck & Co. April 2002 - June 2006
Gruntal & Co., Inc. June 1997 - April 2002
Oppenheimer & Co. February 1991 - June 1997
Skills
Series 63, Investments, Portfolio Management, Retirement Planning, Asset Allocation, Fixed Income, Equities, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Asset Management, Securities, Alternative Investments, Real Estate Income..., Private Equity, FINRA, Mergers & Acquisitions, Risk Management, Coaching
Education
City University of New York-Baruch College 1986 — 1991
Bachelor of Business Administration (BBA), Finance and Economics Major
Xaverian High School 1982 — 1986
National Securities February 2010 - Present
Wells Fargo Advisors June 2006 - February 2010
Ryan Beck & Co. April 2002 - June 2006
Gruntal & Co., Inc. June 1997 - April 2002
Oppenheimer & Co. February 1991 - June 1997
Skills
Series 63, Investments, Portfolio Management, Retirement Planning, Asset Allocation, Fixed Income, Equities, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Asset Management, Securities, Alternative Investments, Real Estate Income..., Private Equity, FINRA, Mergers & Acquisitions, Risk Management, Coaching
Education
City University of New York-Baruch College 1986 — 1991
Bachelor of Business Administration (BBA), Finance and Economics Major
Xaverian High School 1982 — 1986
Dan Stroller's Oppenheimer & Co. Experience July 2013 - January 2014
Job Equity Research Associate at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) January 2014 - Present
Oppenheimer & Co. July 2013 - January 2014
Hughey Center for Financial Services September 2009 - May 2013
Bentley Investment Group April 2012 - April 2013
Oppenheimer & Co. June 2012 - August 2012
Bentley Investment Group October 2011 - April 2012
SCS Financial June 2011 - August 2011
Skills
Investments, Valuation, Bloomberg, Equities, Financial Analysis, Portfolio Management, Finance, Trading, Investment Banking, Mutual Funds, Capital IQ, Mergers & Acquisitions, Financial Modeling, Morningstar
Education
Bentley University 2009 — 2013
B.S., Corporate Finance and Accounting
Rumson Fair Haven Regional High School
Susquehanna International Group, LLP (SIG) January 2014 - Present
Oppenheimer & Co. July 2013 - January 2014
Hughey Center for Financial Services September 2009 - May 2013
Bentley Investment Group April 2012 - April 2013
Oppenheimer & Co. June 2012 - August 2012
Bentley Investment Group October 2011 - April 2012
SCS Financial June 2011 - August 2011
Skills
Investments, Valuation, Bloomberg, Equities, Financial Analysis, Portfolio Management, Finance, Trading, Investment Banking, Mutual Funds, Capital IQ, Mergers & Acquisitions, Financial Modeling, Morningstar
Education
Bentley University 2009 — 2013
B.S., Corporate Finance and Accounting
Rumson Fair Haven Regional High School
Henry Ramos Henry Ramos's Oppenheimer & Co. Experience March 1998 - March 1999
Job Account Development Representative at Humanscale
Industry Furniture
Experience
Humanscale March 2015 - Present
CORT a Berkshire Hathaway Company November 2011 - February 2015
Orlando Jobs March 2011 - November 2011
Alere, Inc. January 2008 - March 2011
PMC Lending October 2005 - January 2008
Lockheed Martin Information Technology - Orlando December 2003 - October 2005
AmerisourceBergen - Orlando September 2001 - August 2003
Robeco (formally Weiss, Peck, & Greer) New York City March 1999 - May 2001
Oppenheimer & Co. March 1998 - March 1999
Siemens IT Solutions New York City September 1996 - February 1998
Skills
Space-planning, Account Management, Sales, Customer Service, Sales Management, New Business Development, Marketing, Leadership, Cold Calling, Trade Shows, Business Development, Product Marketing, Negotiation, Contract Negotiation, Advertising, Direct Marketing, CRM, Customer Satisfaction, Sales Process, Social Networking, Training, Direct Sales, Salesforce.com, Selling, Sales Operations, B2B, Customer Retention, Sales Presentations, Space planning
Education
Ashford University 2010 — 2014
Bachelor's Degree, Business Administration/ Marketing
Humanscale March 2015 - Present
CORT a Berkshire Hathaway Company November 2011 - February 2015
Orlando Jobs March 2011 - November 2011
Alere, Inc. January 2008 - March 2011
PMC Lending October 2005 - January 2008
Lockheed Martin Information Technology - Orlando December 2003 - October 2005
AmerisourceBergen - Orlando September 2001 - August 2003
Robeco (formally Weiss, Peck, & Greer) New York City March 1999 - May 2001
Oppenheimer & Co. March 1998 - March 1999
Siemens IT Solutions New York City September 1996 - February 1998
Skills
Space-planning, Account Management, Sales, Customer Service, Sales Management, New Business Development, Marketing, Leadership, Cold Calling, Trade Shows, Business Development, Product Marketing, Negotiation, Contract Negotiation, Advertising, Direct Marketing, CRM, Customer Satisfaction, Sales Process, Social Networking, Training, Direct Sales, Salesforce.com, Selling, Sales Operations, B2B, Customer Retention, Sales Presentations, Space planning
Education
Ashford University 2010 — 2014
Bachelor's Degree, Business Administration/ Marketing
Marie Driscoll, CFA Marie Driscoll, CFA's Oppenheimer & Co. Experience 1999 - 2000
Job Where Fashion and Finance Meet
Industry Research
Experience
LIM College 2014 - Present
Driscoll Advisors November 2011 - Present
Standard & Poor's 2003 - 2011
Argus Research 2000 - 2003
Oppenheimer & Co. 1999 - 2000
Skills
Equity Research, Equity Valuation, Communication & Media, Talent Development, Valuation, Financial Analysis, Research, Due Diligence, Forecasting, Financial Modeling, Industry Analysis, Competitive Analysis, Investor Relations, Equities, Investments, Team Building, Management, Corporate Finance, Bloomberg Terminal, Financial Services, Securities, Derivatives, Series 7, Mutual Funds, Investment Management, Talent Management, Bloomberg, Private Equity, Hedge Funds, Analytics, Analysis, Economics, Portfolio Management, Emerging Markets, Capital Markets, Financial Markets, Asset Management, Asset Allocation, Venture Capital, Bonds, Trading, Mergers & Acquisitions, Investment Banking, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1999
MBA '99, Finance & Investments
Hofstra University
BA, Philosophy
LIM College 2014 - Present
Driscoll Advisors November 2011 - Present
Standard & Poor's 2003 - 2011
Argus Research 2000 - 2003
Oppenheimer & Co. 1999 - 2000
Skills
Equity Research, Equity Valuation, Communication & Media, Talent Development, Valuation, Financial Analysis, Research, Due Diligence, Forecasting, Financial Modeling, Industry Analysis, Competitive Analysis, Investor Relations, Equities, Investments, Team Building, Management, Corporate Finance, Bloomberg Terminal, Financial Services, Securities, Derivatives, Series 7, Mutual Funds, Investment Management, Talent Management, Bloomberg, Private Equity, Hedge Funds, Analytics, Analysis, Economics, Portfolio Management, Emerging Markets, Capital Markets, Financial Markets, Asset Management, Asset Allocation, Venture Capital, Bonds, Trading, Mergers & Acquisitions, Investment Banking, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1999
MBA '99, Finance & Investments
Hofstra University
BA, Philosophy
James Molloy James Molloy's Oppenheimer & Co. Experience March 2004 - January 2008
Job Managing Director, Specialty Pharmaceuticals & Biotechnology at Laidlaw & Company UK Ltd.
Industry Investment Management
Experience
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners March 2014 - March 2015
Janney Montgomery Scott December 2012 - March 2014
ThinkEquity LLC June 2011 - December 2012
Caris & Company November 2008 - June 2011
Oppenheimer & Co. March 2004 - January 2008
Skills
Pharmaceutical Industry, Biotechnology, Due Diligence, Series 7, Financial Analysis, Corporate Finance, Alternative Investments, Mergers, Venture Capital, Series 63, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1987 — 1992
BA, Environmental Science
Roxbury Latin School 1982 — 1987
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners March 2014 - March 2015
Janney Montgomery Scott December 2012 - March 2014
ThinkEquity LLC June 2011 - December 2012
Caris & Company November 2008 - June 2011
Oppenheimer & Co. March 2004 - January 2008
Skills
Pharmaceutical Industry, Biotechnology, Due Diligence, Series 7, Financial Analysis, Corporate Finance, Alternative Investments, Mergers, Venture Capital, Series 63, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1987 — 1992
BA, Environmental Science
Roxbury Latin School 1982 — 1987
Abdulla Faiq Abdulla Faiq's Oppenheimer & Co. Experience June 2012 - August 2012
Job Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Oppenheimer & Co. June 2012 - August 2012
Skills
Financial Analysis, Accounting, Political Science, Political Philosophy, Economics, Microsoft Office, Political Economy, Customer Service
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley November 2014 - Present
Oppenheimer & Co. June 2012 - August 2012
Skills
Financial Analysis, Accounting, Political Science, Political Philosophy, Economics, Microsoft Office, Political Economy, Customer Service
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Robert (RJ) Julian III, MBA Robert (RJ) Julian III, MBA's Oppenheimer & Co. Experience August 2013 - January 2014
Job Director of Marketing and Business Development at RTJ Concessions, Inc.
Industry Food & Beverages
Experience
Edaville USA March 2014 - Present
RTJ Concessions, Inc. January 2014 - Present
Julian Lenzi Hospitality Group, Inc. January 2013 - Present
Oppenheimer & Co. August 2013 - January 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Bentley University September 2012 - May 2013
Tara's Fried Dough June 2004 - May 2013
RTJ Concessions, Inc. 2000 - May 2013
Edaville USA January 2003 - January 2011
Longo Landscape Contractors, LLC January 2004 - February 2007
Skills
Marketing, Marketing Strategy, Social Media, Business Development, Market Research, Investment Strategies, Strategy, Social Media Marketing, Customer Service, Entrepreneurship, Leadership, Return on Investment, Sales, Start-ups, Event Planning, Social Networking, Business Planning, Management, Research, SEO, Event Management, Facebook, New Business Development, Public Relations, Marketing Research, Return on Investment..., Strategic Partnerships, Product Development, Time Management, Retail, Online Marketing, Sales Management, Process Improvement, Organizational..., Advertising, Series 66, Food & Beverage, TIPS Certified, Restaurant Marketing
Education
Bentley University 2011 — 2013
MBA, Management, GPA: 3.68
University of Massachusetts at Lowell 2007 — 2011
BSBA, Marketing - Business, GPA: 3.6
Edaville USA March 2014 - Present
RTJ Concessions, Inc. January 2014 - Present
Julian Lenzi Hospitality Group, Inc. January 2013 - Present
Oppenheimer & Co. August 2013 - January 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Bentley University September 2012 - May 2013
Tara's Fried Dough June 2004 - May 2013
RTJ Concessions, Inc. 2000 - May 2013
Edaville USA January 2003 - January 2011
Longo Landscape Contractors, LLC January 2004 - February 2007
Skills
Marketing, Marketing Strategy, Social Media, Business Development, Market Research, Investment Strategies, Strategy, Social Media Marketing, Customer Service, Entrepreneurship, Leadership, Return on Investment, Sales, Start-ups, Event Planning, Social Networking, Business Planning, Management, Research, SEO, Event Management, Facebook, New Business Development, Public Relations, Marketing Research, Return on Investment..., Strategic Partnerships, Product Development, Time Management, Retail, Online Marketing, Sales Management, Process Improvement, Organizational..., Advertising, Series 66, Food & Beverage, TIPS Certified, Restaurant Marketing
Education
Bentley University 2011 — 2013
MBA, Management, GPA: 3.68
University of Massachusetts at Lowell 2007 — 2011
BSBA, Marketing - Business, GPA: 3.6
Gulhan Tasliyar Gulhan Tasliyar's Oppenheimer & Co. Experience 1996 - 2003
Job Chief Financial Officer at American Association of Crimean Turks
Industry Financial Services
Experience
American Association of Crimean Turks January 2009 - June 2012
CIBC World Markets December 2006 - May 2008
WB Wood NY 2005 - 2006
Oppenheimer & Co. 1996 - 2003
Skills
Financial Reporting, Accounting, Auditing, Business Strategy, Contract Negotiation, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Private Equity, Strategy, Finance, Analysis, Management Consulting, Microsoft Excel, Cash Management, Management, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
BS, Economics
City University of New York-Brooklyn College
American Association of Crimean Turks January 2009 - June 2012
CIBC World Markets December 2006 - May 2008
WB Wood NY 2005 - 2006
Oppenheimer & Co. 1996 - 2003
Skills
Financial Reporting, Accounting, Auditing, Business Strategy, Contract Negotiation, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Private Equity, Strategy, Finance, Analysis, Management Consulting, Microsoft Excel, Cash Management, Management, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
BS, Economics
City University of New York-Brooklyn College
Ella Yusim Ella Yusim's Oppenheimer & Co. Experience January 2006 - June 2009
Job Attorney, Admissions: NY and NJ
Industry Law Practice
Experience
NYC Department of Information Technology & Telecommunications (DoITT) January 2014 - March 2014
Shulga Law Firm January 2013 - May 2013
King's County Surrogate's Court June 2012 - August 2012
Rosenberg Musso & Weiner LLP January 2012 - May 2012
Robert A. Cardali & Associates, LLP May 2011 - August 2011
Oppenheimer & Co. January 2006 - June 2009
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, LexisNexis, Westlaw, Estate Planning, Finance
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (JD)
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), CUNY Honors College Scholar, Finance and Investments
NYC Department of Information Technology & Telecommunications (DoITT) January 2014 - March 2014
Shulga Law Firm January 2013 - May 2013
King's County Surrogate's Court June 2012 - August 2012
Rosenberg Musso & Weiner LLP January 2012 - May 2012
Robert A. Cardali & Associates, LLP May 2011 - August 2011
Oppenheimer & Co. January 2006 - June 2009
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, LexisNexis, Westlaw, Estate Planning, Finance
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (JD)
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), CUNY Honors College Scholar, Finance and Investments
Benjamin Rasch's Oppenheimer & Co. Experience January 2010 - June 2010
Job Financial markets metals forwards and options
Industry Financial Services
Experience
ICAP October 2014 - Present
Fifth Ward Invest A/S January 2014 - Present
ICAP December 2013 - October 2014
GFI Group March 2012 - December 2013
DNB Bank ASA February 2011 - March 2012
Oppenheimer & Co. January 2010 - June 2010
Bizdoc AS January 2007 - November 2008
STUDENTER PÅ BØRS 2008 - 2008
Skills
Project Finance, Financial Modeling, Risk Management, Corporate Finance, Financial Analysis, Investment Banking, Banking, Business Strategy, Investments, Business Development, Due Diligence, Valuation, Analysis, Structured Finance, Trading Strategies, Electronic Trading, Derivatives, Finance
Education
Marymount Manhattan College
Bachelor of Science in Business Management, with a concentration in Finance and Investments, A in all finance classes
ACI Trading Simulation Bootcamp
BI Norwegian Business School
Bachelor of Business Administration (B.B.A.), Business Administration, with a concentration in Finance
ICAP October 2014 - Present
Fifth Ward Invest A/S January 2014 - Present
ICAP December 2013 - October 2014
GFI Group March 2012 - December 2013
DNB Bank ASA February 2011 - March 2012
Oppenheimer & Co. January 2010 - June 2010
Bizdoc AS January 2007 - November 2008
STUDENTER PÅ BØRS 2008 - 2008
Skills
Project Finance, Financial Modeling, Risk Management, Corporate Finance, Financial Analysis, Investment Banking, Banking, Business Strategy, Investments, Business Development, Due Diligence, Valuation, Analysis, Structured Finance, Trading Strategies, Electronic Trading, Derivatives, Finance
Education
Marymount Manhattan College
Bachelor of Science in Business Management, with a concentration in Finance and Investments, A in all finance classes
ACI Trading Simulation Bootcamp
BI Norwegian Business School
Bachelor of Business Administration (B.B.A.), Business Administration, with a concentration in Finance
Ian Serko's Oppenheimer & Co. Experience June 2013 - August 2013
Job Investment Banking Analyst Consumer Products & Retail
Industry Financial Services
Experience
UBS Investment Bank August 2014 - Present
UBS Investment Bank June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
Oppenheimer & Co. June 2013 - August 2013
Oppenheimer & Co. June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Teamwork, Market Research, Microsoft Word, Microsoft Office, Bloomberg Terminal, Customer Service, Financial Accounting, Morningstar, Social Networking, Analytical Skills, Valuation
Education
Boston College - Carroll School of Management 2011 — 2015
Finance and Accounting
Chaminade High School 2007 — 2011
UBS Investment Bank August 2014 - Present
UBS Investment Bank June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
Oppenheimer & Co. June 2013 - August 2013
Oppenheimer & Co. June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Teamwork, Market Research, Microsoft Word, Microsoft Office, Bloomberg Terminal, Customer Service, Financial Accounting, Morningstar, Social Networking, Analytical Skills, Valuation
Education
Boston College - Carroll School of Management 2011 — 2015
Finance and Accounting
Chaminade High School 2007 — 2011
Spencer South Spencer South's Oppenheimer & Co. Experience August 2008 - August 2010
Job Brand Management at Kendo Holdings, Inc.
Industry Public Relations and Communications
Experience
Kendo Holdings, Inc. April 2015 - Present
The OutCast Agency July 2014 - September 2014
Parkland Hospital March 2014 - May 2014
Shopzilla, Inc. May 2013 - August 2013
AT Showroom January 2013 - May 2013
Add-Black Studios: Summer of Seventy Eight clothing July 2012 - August 2012
Fossil October 2011 - March 2012
Oppenheimer & Co. August 2008 - August 2010
Skills
Social Media Marketing, Press Releases, PowerPoint, Facebook, Blogging, Microsoft Word, Event Planning, Public Relations, Social Networking, Microsoft Excel, Twitter, Public Speaking, Customer Service, Social Media, Microsoft Office
Education
Southern Methodist University 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Birkbeck, U. of London 2013 — 2013
Communication and Media Studies
Carden Hall
Carden Hall
Kendo Holdings, Inc. April 2015 - Present
The OutCast Agency July 2014 - September 2014
Parkland Hospital March 2014 - May 2014
Shopzilla, Inc. May 2013 - August 2013
AT Showroom January 2013 - May 2013
Add-Black Studios: Summer of Seventy Eight clothing July 2012 - August 2012
Fossil October 2011 - March 2012
Oppenheimer & Co. August 2008 - August 2010
Skills
Social Media Marketing, Press Releases, PowerPoint, Facebook, Blogging, Microsoft Word, Event Planning, Public Relations, Social Networking, Microsoft Excel, Twitter, Public Speaking, Customer Service, Social Media, Microsoft Office
Education
Southern Methodist University 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Birkbeck, U. of London 2013 — 2013
Communication and Media Studies
Carden Hall
Carden Hall
Stephen Ippolito Stephen Ippolito's Oppenheimer & Co. Experience June 2008 - August 2008
Job Vice President Investment Banking at Threadstone Advisors
Industry Investment Banking
Experience
Threadstone Advisors May 2013 - Present
Financo LLC May 2011 - April 2013
Utrecht September 2010 - April 2011
Madison Parker Capital June 2010 - August 2010
Oppenheimer & Co. June 2008 - August 2008
Merrill Lynch December 2007 - April 2008
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Fixed Income, Wealth Management, Private Equity, Venture Capital, Investments, Due Diligence, Bloomberg, Strategy, LBO, Finance, DCF, Mutual Funds, Equity Research, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Financial Advisory, Business Valuation, Capital IQ, Emerging Markets, Equity Valuation, Bloomberg Terminal, Investor Relations, Series 7, Securities, M&A experience, Corporate Development, Microsoft Excel, Management, Microsoft Office, Accounting, Financial Reporting, PowerPoint
Education
London School of Economics and Political Science 2010 — 2010
Study Abroad, Economics
Bentley University 2005 — 2010
Bachelors, Economics-Finance, Minor in Accounting
Threadstone Advisors May 2013 - Present
Financo LLC May 2011 - April 2013
Utrecht September 2010 - April 2011
Madison Parker Capital June 2010 - August 2010
Oppenheimer & Co. June 2008 - August 2008
Merrill Lynch December 2007 - April 2008
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Fixed Income, Wealth Management, Private Equity, Venture Capital, Investments, Due Diligence, Bloomberg, Strategy, LBO, Finance, DCF, Mutual Funds, Equity Research, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Financial Advisory, Business Valuation, Capital IQ, Emerging Markets, Equity Valuation, Bloomberg Terminal, Investor Relations, Series 7, Securities, M&A experience, Corporate Development, Microsoft Excel, Management, Microsoft Office, Accounting, Financial Reporting, PowerPoint
Education
London School of Economics and Political Science 2010 — 2010
Study Abroad, Economics
Bentley University 2005 — 2010
Bachelors, Economics-Finance, Minor in Accounting
Kenneth Lynch Kenneth Lynch's Oppenheimer & Co. Experience 1997 - 2011
Job Senior Vice President at KeyBank
Industry Investment Management
Experience
KeyBank 2014 - Present
Caribbean Sustainability Initiatives LTD 2011 - 2014
Oppenheimer & Co. 1997 - 2011
Smith Barney & Co 1994 - 1997
Bankers Trust Company 1988 - 1989
E. F. Hutton & Co 1983 - 1988
Skills
Equities, Alternative Investments, Hedge Funds, Investments, Wealth Management, Asset Managment, Asset Allocation, Private Banking, Fixed Income, Private Equity, Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance
Bowdoin College 1981 — 1983
Bachelor of Science, Economics and Math
Assumption College 1979 — 1981
Math
KeyBank 2014 - Present
Caribbean Sustainability Initiatives LTD 2011 - 2014
Oppenheimer & Co. 1997 - 2011
Smith Barney & Co 1994 - 1997
Bankers Trust Company 1988 - 1989
E. F. Hutton & Co 1983 - 1988
Skills
Equities, Alternative Investments, Hedge Funds, Investments, Wealth Management, Asset Managment, Asset Allocation, Private Banking, Fixed Income, Private Equity, Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance
Bowdoin College 1981 — 1983
Bachelor of Science, Economics and Math
Assumption College 1979 — 1981
Math
Edwin Quinones Edwin Quinones's Oppenheimer & Co. Experience 2002 - 2006
Job Gillette World Head Quarters
Industry Mechanical or Industrial Engineering
Experience
Procter & Gamble January 2015 - Present
Computershare January 2014 - January 2015
Revere Securities Corp. 2011 - 2013
Oppenheimer & Co. 2002 - 2006
Skills
Series 7, Series 63, Securities, Equities, Fixed Income, Equity Trading, Options, Hedge Funds, FINRA, Trading, Investment Banking, Sales, Manage Client..., Alternative Investments, CRM, Leadership
Education
Blue Hills Regional Technical School 1984 — 1985
Benjamin Franklin Institute of Technology 1982 — 1983
Procter & Gamble January 2015 - Present
Computershare January 2014 - January 2015
Revere Securities Corp. 2011 - 2013
Oppenheimer & Co. 2002 - 2006
Skills
Series 7, Series 63, Securities, Equities, Fixed Income, Equity Trading, Options, Hedge Funds, FINRA, Trading, Investment Banking, Sales, Manage Client..., Alternative Investments, CRM, Leadership
Education
Blue Hills Regional Technical School 1984 — 1985
Benjamin Franklin Institute of Technology 1982 — 1983
Paul S. Herendeen Paul S. Herendeen's Oppenheimer & Co. Experience September 1987 - September 1989
Job EVP and CFO at Zoetis
Industry Pharmaceuticals
Experience
Zoetis September 2014 - Present
Warner Chilcott April 2005 - November 2013
MedPointe Pharmaceuticals May 2001 - March 2005
Warner Chilcott January 1998 - April 2001
Dominion Income Management November 1995 - December 1997
Cornerstone Equity Investors September 1989 - June 1995
Oppenheimer & Co. September 1987 - September 1989
Continental Bank June 1983 - September 1987
Arthur Andersen & Co. June 1977 - May 1981
Skills
Financial Analysis, Mergers, Investments, Due Diligence, Business Planning, Financial Reporting, Business Development, Business Strategy, Forecasting, Portfolio Management, Finance, Strategic Planning, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA, Finance
Boston College 1973 — 1977
BS, Accounting / Finance
Zoetis September 2014 - Present
Warner Chilcott April 2005 - November 2013
MedPointe Pharmaceuticals May 2001 - March 2005
Warner Chilcott January 1998 - April 2001
Dominion Income Management November 1995 - December 1997
Cornerstone Equity Investors September 1989 - June 1995
Oppenheimer & Co. September 1987 - September 1989
Continental Bank June 1983 - September 1987
Arthur Andersen & Co. June 1977 - May 1981
Skills
Financial Analysis, Mergers, Investments, Due Diligence, Business Planning, Financial Reporting, Business Development, Business Strategy, Forecasting, Portfolio Management, Finance, Strategic Planning, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA, Finance
Boston College 1973 — 1977
BS, Accounting / Finance
Gregory Gomer's Oppenheimer & Co. Experience June 2005 - August 2006
Job Entrepreneur
Industry Online Media
Experience
VENTUREAPP inc. April 2015 - Present
Flybridge Capital Partners March 2014 - Present
Streetwise Media 2009 - Present
Fidelity Investments June 2007 - August 2009
Oppenheimer & Co. June 2005 - August 2006
Diver's Market May 2000 - August 2005
Education
Babson College 2003 — 2007
B.S., Entrepreneurship, Management Information Systems
Duxbury High School 1999 — 2003
College Prep, Computer Science
VENTUREAPP inc. April 2015 - Present
Flybridge Capital Partners March 2014 - Present
Streetwise Media 2009 - Present
Fidelity Investments June 2007 - August 2009
Oppenheimer & Co. June 2005 - August 2006
Diver's Market May 2000 - August 2005
Education
Babson College 2003 — 2007
B.S., Entrepreneurship, Management Information Systems
Duxbury High School 1999 — 2003
College Prep, Computer Science
Wanzana Drumgoole Wanzana Drumgoole's Oppenheimer & Co. Experience December 2012 - March 2013
Job Healthcare Office Administration
Industry Hospital & Health Care
Experience
1199 National Benefit Fund April 2013 - September 2013
Oppenheimer & Co. December 2012 - March 2013
Americare CSS September 2012 - October 2012
1199 National Benefit Fund August 2011 - January 2012
NYC Department of Parks & Recreation December 2010 - May 2011
Ryan/Chelsea-Clinton Community Health Center April 2010 - June 2010
Foot Clinics of New York January 2009 - January 2010
Long Island College Hospital June 2007 - October 2007
Skills
Customer Service, Microsoft Office, Data Entry, Microsoft Word, Filing, Job Scanning, Scanners, Accumed Clinic System, Eagle, Medical Manager, Medisoft, Typing
Education
ASA Institute of Business and Computer Technology 2006 — 2007
Associate's degree, Health/Health Care Administration/Management, 3.66
1199 National Benefit Fund April 2013 - September 2013
Oppenheimer & Co. December 2012 - March 2013
Americare CSS September 2012 - October 2012
1199 National Benefit Fund August 2011 - January 2012
NYC Department of Parks & Recreation December 2010 - May 2011
Ryan/Chelsea-Clinton Community Health Center April 2010 - June 2010
Foot Clinics of New York January 2009 - January 2010
Long Island College Hospital June 2007 - October 2007
Skills
Customer Service, Microsoft Office, Data Entry, Microsoft Word, Filing, Job Scanning, Scanners, Accumed Clinic System, Eagle, Medical Manager, Medisoft, Typing
Education
ASA Institute of Business and Computer Technology 2006 — 2007
Associate's degree, Health/Health Care Administration/Management, 3.66
Barry Mitchell, Jr.'s Oppenheimer & Co. Experience August 1988 - July 1997
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Merrill Lynch September 2003 - November 2011
Wachovia Securities Financial Network September 1999 - September 2003
Morgan Stanley Dean Witter July 1997 - September 1999
Oppenheimer & Co. August 1988 - July 1997
Education
Boston College 1983 — 1987
Bachelor's degree, Business
Iona Prep 1979 — 1983
High school
UBS Financial Services November 2011 - Present
Merrill Lynch September 2003 - November 2011
Wachovia Securities Financial Network September 1999 - September 2003
Morgan Stanley Dean Witter July 1997 - September 1999
Oppenheimer & Co. August 1988 - July 1997
Education
Boston College 1983 — 1987
Bachelor's degree, Business
Iona Prep 1979 — 1983
High school
Vincent Love's Oppenheimer & Co. Experience June 2010 - September 2010
Job Debt Capital Markets Analyst at RBS Citizens Financial Group
Industry Banking
Experience
RBS Citizens Financial Group May 2013 - Present
The Next Step Realty December 2011 - December 2012
TD Bank May 2012 - August 2012
Kotak Mahindra Inc. (USA) May 2011 - August 2011
Oppenheimer & Co. June 2010 - September 2010
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics, International Studies
King & Low-Heywood Thomas School 1994 — 2009
Florence University of the Arts
RBS Citizens Financial Group May 2013 - Present
The Next Step Realty December 2011 - December 2012
TD Bank May 2012 - August 2012
Kotak Mahindra Inc. (USA) May 2011 - August 2011
Oppenheimer & Co. June 2010 - September 2010
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics, International Studies
King & Low-Heywood Thomas School 1994 — 2009
Florence University of the Arts
Henrik Lundqvist's Oppenheimer & Co. Experience March 2013 - June 2013
Job at SEB
Industry Financial Services
Experience
SEB July 2013 - Present
Oppenheimer & Co. March 2013 - June 2013
Berkeley College January 2013 - June 2013
Dinosaur Group January 2012 - July 2012
Skills
Corporate Finance, Investment Banking, Investments, Economics, Finance, Securities, Microsoft Office, Forecasting, Business Strategy, Market Research, Bloomberg Terminal, Project Management, Microsoft Excel, Business Analysis, Financial Analysis, Peer Tutoring, PowerPoint, Valuation, Strategic Financial..., Financial Modeling, Banking, Bloomberg, Equities, Financial Services, Portfolio Management, Asset Management, Hedge Funds, Due Diligence, VBA, Risk Management, Capital Markets, Financial Markets, Mutual Funds, Derivatives, Private Equity, Fixed Income
Education
Berkeley College 2011 — 2013
Bachelor of Business Administration (B.B.A.), International Business, 3.9
SEB July 2013 - Present
Oppenheimer & Co. March 2013 - June 2013
Berkeley College January 2013 - June 2013
Dinosaur Group January 2012 - July 2012
Skills
Corporate Finance, Investment Banking, Investments, Economics, Finance, Securities, Microsoft Office, Forecasting, Business Strategy, Market Research, Bloomberg Terminal, Project Management, Microsoft Excel, Business Analysis, Financial Analysis, Peer Tutoring, PowerPoint, Valuation, Strategic Financial..., Financial Modeling, Banking, Bloomberg, Equities, Financial Services, Portfolio Management, Asset Management, Hedge Funds, Due Diligence, VBA, Risk Management, Capital Markets, Financial Markets, Mutual Funds, Derivatives, Private Equity, Fixed Income
Education
Berkeley College 2011 — 2013
Bachelor of Business Administration (B.B.A.), International Business, 3.9
Christopher Kennedy's Oppenheimer & Co. Experience April 2011 - March 2012
Job Senior Vice President of Business Development at inSegment. Inc.
Industry Financial Services
Experience
inSegment. Inc. September 2013 - Present
SCM Advisors L.P. March 2012 - Present
Oppenheimer & Co. April 2011 - March 2012
Sturgeon Capital Management October 2007 - April 2011
Capital Advisors Group March 1991 - October 2007
The Boston Company February 1988 - March 1991
Skills
Business Development, Biotechnology Industry, Medical Devices, Investments, Start-up Ventures, Capital Raising, Business Strategy, China Business..., doing business in China, entrepreneur, Strategic Consulting, Relationship Developer, Building Relationships, Connecting People, Making It Happen, Catalyst, providi, Entrepreneurship, Investment Management, Financial Services, IPO, Portfolio Management, Equities, Financial Advisory, Private Equity, Angel Investing, Venture Financing, Venture Capital, Corporate Development, Leadership, Growth Capital, Private Placements, Deal Sourcing, Mergers & Acquisitions, M&A experience, Due Diligence, Emerging Markets, Executive Management, Finance, Investor Relations, Cleantech, LBO, Start-ups, Valuation, Strategic Planning, Marketing Strategy, Digital Marketing, Strategic Partnerships
Education
Boston College 1977 — 1981
Bachelor's degree, Economics and Political Science
Nichols School 1969 — 1977
High School Diploma
inSegment. Inc. September 2013 - Present
SCM Advisors L.P. March 2012 - Present
Oppenheimer & Co. April 2011 - March 2012
Sturgeon Capital Management October 2007 - April 2011
Capital Advisors Group March 1991 - October 2007
The Boston Company February 1988 - March 1991
Skills
Business Development, Biotechnology Industry, Medical Devices, Investments, Start-up Ventures, Capital Raising, Business Strategy, China Business..., doing business in China, entrepreneur, Strategic Consulting, Relationship Developer, Building Relationships, Connecting People, Making It Happen, Catalyst, providi, Entrepreneurship, Investment Management, Financial Services, IPO, Portfolio Management, Equities, Financial Advisory, Private Equity, Angel Investing, Venture Financing, Venture Capital, Corporate Development, Leadership, Growth Capital, Private Placements, Deal Sourcing, Mergers & Acquisitions, M&A experience, Due Diligence, Emerging Markets, Executive Management, Finance, Investor Relations, Cleantech, LBO, Start-ups, Valuation, Strategic Planning, Marketing Strategy, Digital Marketing, Strategic Partnerships
Education
Boston College 1977 — 1981
Bachelor's degree, Economics and Political Science
Nichols School 1969 — 1977
High School Diploma
Norman Steele Norman Steele's Oppenheimer & Co. Experience March 2014 - July 2014
Job Finance and Accounting
Industry Financial Services
Experience
Broadview Mortgage Corporation - Corporate January 2015 - Present
Oppenheimer & Co. March 2014 - July 2014
Target Corporation February 2013 - March 2013
Boloni Global (博洛尼） March 2012 - July 2012
David Raff & Co CPA February 2011 - April 2011
River Way Ranch Camp June 2009 - August 2009
Skills
Chinese, PowerPoint, Microsoft Excel, Microsoft Office, Analysis, Team Leadership, Time Management, Mandarin, English, Teamwork, Management, Sales, Logistics, Program Management, Leadership
Education
University of Redlands 2010 — 2013
Bachelor of Science, Global Business
Beijing Foreign Studies University 2011 — 2012
Emphasis, Mandarin Chinese, Study Abroad (Junior Year)
Santa Clara University 2010 — 2010
Summer Classes
Orinda Academy 2005 — 2009
High School
Broadview Mortgage Corporation - Corporate January 2015 - Present
Oppenheimer & Co. March 2014 - July 2014
Target Corporation February 2013 - March 2013
Boloni Global (博洛尼） March 2012 - July 2012
David Raff & Co CPA February 2011 - April 2011
River Way Ranch Camp June 2009 - August 2009
Skills
Chinese, PowerPoint, Microsoft Excel, Microsoft Office, Analysis, Team Leadership, Time Management, Mandarin, English, Teamwork, Management, Sales, Logistics, Program Management, Leadership
Education
University of Redlands 2010 — 2013
Bachelor of Science, Global Business
Beijing Foreign Studies University 2011 — 2012
Emphasis, Mandarin Chinese, Study Abroad (Junior Year)
Santa Clara University 2010 — 2010
Summer Classes
Orinda Academy 2005 — 2009
High School
David Pappalardo, CAIA, MSFP David Pappalardo, CAIA, MSFP's Oppenheimer & Co. Experience 1995 - 1997
Job Senior Vice President and Principal Advisor Solutions Practice Leader at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey 2012 - Present
GE Asset Management 2007 - 2011
RogersCasey 2001 - 2007
Amerivest Advisory Corporation 2000 - 2001
Prudential Securities 1997 - 2000
Oppenheimer & Co. 1995 - 1997
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Business Development, Due Diligence, Investment Management, Hedge Funds, CRM, Investment Strategies, Financial Services, Options, Client Retention, Finance, Bonds, Relationship Management, Wealth Management, Private Equity, Retirement Planning, Defined Benefit, Consulting, Strategic Financial..., Financial Advisory, Pensions, Customer Experience, Customer Retention, Client Relationship..., Public Speaking, Institutional, Client Service, Client Experience, Financial Planning, Defined Contribution, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Financial Planning
University of Massachusetts at Lowell
Bachelor of Science, Finance
Malden Catholic High School
Segal Rogerscasey 2012 - Present
GE Asset Management 2007 - 2011
RogersCasey 2001 - 2007
Amerivest Advisory Corporation 2000 - 2001
Prudential Securities 1997 - 2000
Oppenheimer & Co. 1995 - 1997
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Business Development, Due Diligence, Investment Management, Hedge Funds, CRM, Investment Strategies, Financial Services, Options, Client Retention, Finance, Bonds, Relationship Management, Wealth Management, Private Equity, Retirement Planning, Defined Benefit, Consulting, Strategic Financial..., Financial Advisory, Pensions, Customer Experience, Customer Retention, Client Relationship..., Public Speaking, Institutional, Client Service, Client Experience, Financial Planning, Defined Contribution, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Financial Planning
University of Massachusetts at Lowell
Bachelor of Science, Finance
Malden Catholic High School
L. Allison Taylor L. Allison Taylor's Oppenheimer & Co. Experience September 2011 - Present
Job
Industry Financial Services
Experience
Oppenheimer & Co. September 2011 - Present
Lehman Brothers Holdings Inc. October 2009 - August 2011
Financial Guaranty Insurance Company August 2006 - September 2009
S.A.C. Capital Advisors October 2002 - February 2006
Skills
Portfolio Management, Investment Management, Security Analysis, Trading, EBS, Fixed Income, Capital Markets, Derivatives, Private Equity, Equity Research, Investment Banking, Investments, Hedge Funds, Bonds, Equities, Emerging Markets, Financial Risk, Asset Allocation, Finance, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Capital Markets
Barnard College 1998 — 2002
AB, History, Economics
Oppenheimer & Co. September 2011 - Present
Lehman Brothers Holdings Inc. October 2009 - August 2011
Financial Guaranty Insurance Company August 2006 - September 2009
S.A.C. Capital Advisors October 2002 - February 2006
Skills
Portfolio Management, Investment Management, Security Analysis, Trading, EBS, Fixed Income, Capital Markets, Derivatives, Private Equity, Equity Research, Investment Banking, Investments, Hedge Funds, Bonds, Equities, Emerging Markets, Financial Risk, Asset Allocation, Finance, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Capital Markets
Barnard College 1998 — 2002
AB, History, Economics
Them Tran, CPA Them Tran, CPA's Oppenheimer & Co. Experience August 2011 - Present
Job Associate Director of Tax at Oppenheimer & Co.
Industry Accounting
Experience
Oppenheimer & Co. August 2011 - Present
Skills
Corporate Tax, Tax, Tax Accounting, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Masters, Taxation
Baruch College, City University of New York (CUNY) 2002 — 2006
Bachelors, Accounting
Oppenheimer & Co. August 2011 - Present
Skills
Corporate Tax, Tax, Tax Accounting, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Masters, Taxation
Baruch College, City University of New York (CUNY) 2002 — 2006
Bachelors, Accounting
Anthony Corrao's Oppenheimer & Co. Experience December 2005 - February 2012
Job Managing Director at Corrao Wealth Management
Industry Financial Services
Experience
Corrao Wealth Management February 2012 - Present
St. Joseph's College January 2010 - Present
Oppenheimer & Co. December 2005 - February 2012
Marymount Manhattan College 2007 - May 2010
Smith Barney/Citigroup October 1994 - December 2005
Skills
Series 7, Strategic Financial..., Retirement Planning, Estate Planning, Investments, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Asset Allocation, Wealth Management, Mutual Funds, Alternative Investments, Education Funding, Asset Managment, Securities
Education
Pace University 2010 — 2017
Research Doctorate
University of Pittsburgh 2002 — 2003
MBA
Boston University 1983 — 1987
BA
Chaminade High School 1979 — 1983
Corrao Wealth Management February 2012 - Present
St. Joseph's College January 2010 - Present
Oppenheimer & Co. December 2005 - February 2012
Marymount Manhattan College 2007 - May 2010
Smith Barney/Citigroup October 1994 - December 2005
Skills
Series 7, Strategic Financial..., Retirement Planning, Estate Planning, Investments, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Asset Allocation, Wealth Management, Mutual Funds, Alternative Investments, Education Funding, Asset Managment, Securities
Education
Pace University 2010 — 2017
Research Doctorate
University of Pittsburgh 2002 — 2003
MBA
Boston University 1983 — 1987
BA
Chaminade High School 1979 — 1983
Faith Bowen's Oppenheimer & Co. Experience August 2010 - July 2011
Job Hedge Fund Compliance
Industry Financial Services
Experience
Capstone Investment Advisors August 2014 - Present
National Futures Association January 2013 - August 2014
BCM Energy Partners January 2012 - November 2012
Oppenheimer & Co. August 2010 - July 2011
History Starts Now January 2009 - March 2011
Trusted Insight, Inc. May 2010 - November 2010
CBS News January 2010 - April 2010
The King's College January 2009 - December 2009
The Student Voice 2008 - 2009
Skills
Leadership, Microsoft Excel, Research, PowerPoint, Analysis, Investments, Public Speaking, Finance, Marketing, Hedge Funds, Financial Reporting, SEC filings, Financial Analysis, Accounting, Management
Education
City University of New York-Baruch College 2011 — 2012
Finance and Investments, Finance
The King's College 2008 — 2010
Business Management, Business
Capstone Investment Advisors August 2014 - Present
National Futures Association January 2013 - August 2014
BCM Energy Partners January 2012 - November 2012
Oppenheimer & Co. August 2010 - July 2011
History Starts Now January 2009 - March 2011
Trusted Insight, Inc. May 2010 - November 2010
CBS News January 2010 - April 2010
The King's College January 2009 - December 2009
The Student Voice 2008 - 2009
Skills
Leadership, Microsoft Excel, Research, PowerPoint, Analysis, Investments, Public Speaking, Finance, Marketing, Hedge Funds, Financial Reporting, SEC filings, Financial Analysis, Accounting, Management
Education
City University of New York-Baruch College 2011 — 2012
Finance and Investments, Finance
The King's College 2008 — 2010
Business Management, Business
Blaine Carroll, CFA Blaine Carroll, CFA's Oppenheimer & Co. Experience June 2004 - July 2005
Job V.P. of Strategic Initiatives at Delta Dental of Rhode Island
Industry Venture Capital & Private Equity
Experience
Delta Dental of Rhode Island January 2014 - Present
Avian Securities December 2011 - December 2012
Hudson Securities/Rodman & Renshaw August 2010 - September 2011
FTN Equity Capital Markets July 2006 - April 2010
Oppenheimer & Co. June 2004 - July 2005
Adams & Harkness August 2000 - June 2004
SG Cowen June 1994 - August 2000
Skills
Wireless, Telecommunications, Financial Modeling, Equity Research, Semiconductors, Portfolio Management, Equities, Investments, Valuation, Financial Analysis, Capital Markets, Asset Managment
Education
Providence College 1979 — 1983
Bachelor of Arts, Math/Computer Science/Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1994
MBA, Finance, General
Delta Dental of Rhode Island January 2014 - Present
Avian Securities December 2011 - December 2012
Hudson Securities/Rodman & Renshaw August 2010 - September 2011
FTN Equity Capital Markets July 2006 - April 2010
Oppenheimer & Co. June 2004 - July 2005
Adams & Harkness August 2000 - June 2004
SG Cowen June 1994 - August 2000
Skills
Wireless, Telecommunications, Financial Modeling, Equity Research, Semiconductors, Portfolio Management, Equities, Investments, Valuation, Financial Analysis, Capital Markets, Asset Managment
Education
Providence College 1979 — 1983
Bachelor of Arts, Math/Computer Science/Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1994
MBA, Finance, General
Alexandros Vassiliadis Alexandros Vassiliadis's Oppenheimer & Co. Experience December 2002 - July 2004
Job Head of Client Reporting at Ramius LLC
Industry Financial Services
Experience
Ramius Alternative Solutions LLC March 2014 - Present
Morgan Stanley January 2005 - October 2013
Oppenheimer & Co. December 2002 - July 2004
CIBC World Markets March 2001 - November 2002
Skills
Portfolio Management, Fixed Income, Equities, Asset Management, Asset Allocation, Investments, Financial Markets, Alternative Investments, Private Equity, Financial Risk, Finance, Analysis, High Net Worth..., Bloomberg, Hedge Funds, Derivatives, Management
Education
Campus Arts & Sciences Athens, Greece 1998 — 2000
Accounting and Business/Management
City University of New York-Baruch College
Finance, General
Ramius Alternative Solutions LLC March 2014 - Present
Morgan Stanley January 2005 - October 2013
Oppenheimer & Co. December 2002 - July 2004
CIBC World Markets March 2001 - November 2002
Skills
Portfolio Management, Fixed Income, Equities, Asset Management, Asset Allocation, Investments, Financial Markets, Alternative Investments, Private Equity, Financial Risk, Finance, Analysis, High Net Worth..., Bloomberg, Hedge Funds, Derivatives, Management
Education
Campus Arts & Sciences Athens, Greece 1998 — 2000
Accounting and Business/Management
City University of New York-Baruch College
Finance, General
Fred Teng 滕绍骏 Fred Teng 滕绍骏's Oppenheimer & Co. Experience 1983 - 1990
Job CEO, NewsChina
Industry Publishing
Experience
NewsChina December 2008 - Present
China-United States Exchange Foundation February 2011 - Present
Diageo June 2009 - 2012
Multicultural Radio Broadcasting, Inc November 2005 - November 2008
DVS New York, LLC February 2003 - November 2005
Noble Communications Group, Inc. December 1999 - February 2003
AT&T February 1993 - December 1999
Fred Teng for City Council 1990 - 1992
Oppenheimer & Co. 1983 - 1990
Merrill Lynch 1981 - 1983
Skills
Public Affairs, Analysis, Social Media, Multi-channel Marketing, Copywriting, Marketing Communications, Copy Editing, Global Strategy, Public Relations, Crisis Communications, Strategic..., Executive Counsel, Executive Visibility, Media List Building, International Relations, Business Development, Strategic Planning, Strategy, Strategic Communications, Marketing Strategy, Media Relations, Policy, New Media, Event Management, Nonprofits, Marketing, Research, Start-ups, Entrepreneurship, Politics, Press Releases, U.S.-China relations, Congressional Affairs, Greater China, Hong Kong, Advertising, Corporate Communications, Social Media Marketing, Strategic Partnerships, Professional Experience, Online Advertising, Brand Management, Business Strategy, Marketing Management, Fundraising, Brand Development
Education
Northwestern University - Kellogg School of Management
Executive Program
Columbia University, Graduate School of Arts & Science
Graduate Study of Statistics & Computing Science
Baruch College, City University of New York (CUNY)
B.B.A., Marketing Management
NewsChina December 2008 - Present
China-United States Exchange Foundation February 2011 - Present
Diageo June 2009 - 2012
Multicultural Radio Broadcasting, Inc November 2005 - November 2008
DVS New York, LLC February 2003 - November 2005
Noble Communications Group, Inc. December 1999 - February 2003
AT&T February 1993 - December 1999
Fred Teng for City Council 1990 - 1992
Oppenheimer & Co. 1983 - 1990
Merrill Lynch 1981 - 1983
Skills
Public Affairs, Analysis, Social Media, Multi-channel Marketing, Copywriting, Marketing Communications, Copy Editing, Global Strategy, Public Relations, Crisis Communications, Strategic..., Executive Counsel, Executive Visibility, Media List Building, International Relations, Business Development, Strategic Planning, Strategy, Strategic Communications, Marketing Strategy, Media Relations, Policy, New Media, Event Management, Nonprofits, Marketing, Research, Start-ups, Entrepreneurship, Politics, Press Releases, U.S.-China relations, Congressional Affairs, Greater China, Hong Kong, Advertising, Corporate Communications, Social Media Marketing, Strategic Partnerships, Professional Experience, Online Advertising, Brand Management, Business Strategy, Marketing Management, Fundraising, Brand Development
Education
Northwestern University - Kellogg School of Management
Executive Program
Columbia University, Graduate School of Arts & Science
Graduate Study of Statistics & Computing Science
Baruch College, City University of New York (CUNY)
B.B.A., Marketing Management
Steven B. Feit's Oppenheimer & Co. Experience 1983 - 1999
Job Private Wealth Management, Corporate Cash Management, Corporate Retirement Services
Industry Investment Management
Experience
Treasury Partners 2012 - Present
UBS 2000 - 2012
PaineWebber 1999 - 2000
Oppenheimer & Co. 1983 - 1999
Merrill Lynch 1982 - 1983
J. B. Hanauer 1981 - 1982
Skills
Alternative Assets, Manager Selection, Asset Managment, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Strategic Planning, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Due Diligence, Trading, Corporate Finance, Strategic Financial..., Research, Investment Banking, Investment Advisory, Analysis, Equity Research, Marketing Strategy, Financial Markets, FINRA, Wealth Management..., Asset Management, Investments, Securities
Education
Boston University 1979 — 1981
Bachelor of Science (BS), Marketing
Treasury Partners 2012 - Present
UBS 2000 - 2012
PaineWebber 1999 - 2000
Oppenheimer & Co. 1983 - 1999
Merrill Lynch 1982 - 1983
J. B. Hanauer 1981 - 1982
Skills
Alternative Assets, Manager Selection, Asset Managment, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Strategic Planning, Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Due Diligence, Trading, Corporate Finance, Strategic Financial..., Research, Investment Banking, Investment Advisory, Analysis, Equity Research, Marketing Strategy, Financial Markets, FINRA, Wealth Management..., Asset Management, Investments, Securities
Education
Boston University 1979 — 1981
Bachelor of Science (BS), Marketing
Linda A. Ventura Linda A. Ventura's Oppenheimer & Co. Experience September 2011 - January 2012
Job Vice President Branch Manager Cabot Lodge Securites
Industry Financial Services
Experience
Cabot Lodge Securities January 2012 - Present
Oppenheimer & Co. September 2011 - January 2012
David Lerner Associates, inc. October 2008 - September 2011
Nationwide Financial September 2003 - October 2008
Skills
Series 7, Retirement Planning, Series 63, Securities, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Fixed Annuities, Retirement, Financial Advisory, Series 24, Alternative Investments, Recruiting
Education
Adelphi University
Nassau Community College, Accounting
Cabot Lodge Securities January 2012 - Present
Oppenheimer & Co. September 2011 - January 2012
David Lerner Associates, inc. October 2008 - September 2011
Nationwide Financial September 2003 - October 2008
Skills
Series 7, Retirement Planning, Series 63, Securities, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Fixed Annuities, Retirement, Financial Advisory, Series 24, Alternative Investments, Recruiting
Education
Adelphi University
Nassau Community College, Accounting
Claire Cassavitis Claire Cassavitis's Oppenheimer & Co. Experience April 1982 - September 1988
Job Business Development
Industry Financial Services
Experience
Advanced Fund Administration October 2010 - June 2013
Interior Creations by Claire January 1993 - December 2010
Oppenheimer & Co. April 1982 - September 1988
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Portfolio Management, Asset Managment, Investment Banking, Private Equity
Education
Art Institute of Fort Lauderdale
Interior Design
Advanced Fund Administration October 2010 - June 2013
Interior Creations by Claire January 1993 - December 2010
Oppenheimer & Co. April 1982 - September 1988
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Portfolio Management, Asset Managment, Investment Banking, Private Equity
Education
Art Institute of Fort Lauderdale
Interior Design
Daria Boissonnas Daria Boissonnas's Oppenheimer & Co. Experience May 1996 - May 1997
Job Intuitive Advisor and Healer to Professional Spiritual Teachers
Industry Professional Training & Coaching
Experience
One Butterfly LLC October 1997 - Present
Aria Communications August 1997 - April 2001
Oppenheimer & Co. May 1996 - May 1997
Lehman Brothers December 1993 - May 1996
Prudential Investments February 1990 - December 1993
Student Agencies, Inc. June 1989 - February 1990
Patchwork Puppets & Co. April 1974 - August 1980
Skills
Motivational Speaking, Entrepreneurship, Meditation, Published Author, Executive Coaching, Personal Development, Healing, Public Speaking, Small Business, Life Coaching, Marketing Communications, Lifestyle Coaching, Wellness, New Business Development, Wisdom, Energy Healing, Spirituality, Holistic Health, Writing, Inspiration, Wellbeing, Healer to Healers, Editing, Intuitive Creativity..., Expert on Healing, Inspirational Speaker, Expert on Spiritual..., Spiritual Practice, Creative Problem Solving, Small Business..., Professional Intuitive, Book Coach, Writing Coach, Blogging, Business Strategy, Spiritual Direction, Spiritual Wisdom, Artists, Authors, Creativity, Writer, Editor, Peak Performance, Intuitive Coach, Seminar Speaker, New Thought Leader, Professional..., Entrepreneur
Education
Blue Sky School of Professional Massage and Therapeutic Bodywork 2004 — 2005
Cornell University 1984 — 1989
Bachelor of Arts (BA)
Ithaca High 1980 — 1984
One Butterfly LLC October 1997 - Present
Aria Communications August 1997 - April 2001
Oppenheimer & Co. May 1996 - May 1997
Lehman Brothers December 1993 - May 1996
Prudential Investments February 1990 - December 1993
Student Agencies, Inc. June 1989 - February 1990
Patchwork Puppets & Co. April 1974 - August 1980
Skills
Motivational Speaking, Entrepreneurship, Meditation, Published Author, Executive Coaching, Personal Development, Healing, Public Speaking, Small Business, Life Coaching, Marketing Communications, Lifestyle Coaching, Wellness, New Business Development, Wisdom, Energy Healing, Spirituality, Holistic Health, Writing, Inspiration, Wellbeing, Healer to Healers, Editing, Intuitive Creativity..., Expert on Healing, Inspirational Speaker, Expert on Spiritual..., Spiritual Practice, Creative Problem Solving, Small Business..., Professional Intuitive, Book Coach, Writing Coach, Blogging, Business Strategy, Spiritual Direction, Spiritual Wisdom, Artists, Authors, Creativity, Writer, Editor, Peak Performance, Intuitive Coach, Seminar Speaker, New Thought Leader, Professional..., Entrepreneur
Education
Blue Sky School of Professional Massage and Therapeutic Bodywork 2004 — 2005
Cornell University 1984 — 1989
Bachelor of Arts (BA)
Ithaca High 1980 — 1984
Erik Zwick, CFA Erik Zwick, CFA's Oppenheimer & Co. Experience April 2005 - April 2014
Job Senior Research Analyst at Stephens, Inc.
Industry Financial Services
Experience
Stephens Inc. May 2015 - Present
Piper Jaffray April 2015 - May 2015
Sterne Agee April 2014 - March 2015
Oppenheimer & Co. April 2005 - April 2014
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Equity Research, Hedge Funds, Capital Markets, Investment Banking, Investments, Securities, Series 7, Research, Valuation
Education
Bates College 1997 — 2001
B.A., Economics
Stephens Inc. May 2015 - Present
Piper Jaffray April 2015 - May 2015
Sterne Agee April 2014 - March 2015
Oppenheimer & Co. April 2005 - April 2014
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Equity Research, Hedge Funds, Capital Markets, Investment Banking, Investments, Securities, Series 7, Research, Valuation
Education
Bates College 1997 — 2001
B.A., Economics
David B. Magee's Oppenheimer & Co. Experience April 1992 - April 1995
Job Founder at D.B. Magee & Co.
Industry Financial Services
Experience
D.B. Magee & Co. January 2014 - Present
Lucid Paladin July 2009 - Present
Contango Capital Advisors February 2004 - July 2009
Panoptic Solutions, Inc. July 2000 - January 2004
Swiss Bank Corporation (Merged with UBS) April 1998 - June 2000
Montgomery Securities April 1995 - April 1998
Oppenheimer & Co. April 1992 - April 1995
Bickham & Magee July 1989 - March 1992
Adams and Reese LLP November 1986 - May 1989
United States Department of Defense June 1987 - August 1987
Skills
Venture Capital, Product Innovation, Business Strategy, Start-ups, Business Planning, Public Speaking, Entrepreneurship, Strategy Development, Mentoring, Entrepreneur, Investments, Acquisition Integration, Financial Writing, Freelance Writing, Business Advisory, Professional Services..., freelance editing, Strategic Planning, Product Development, Mergers, Strategy, Finance, Mergers & Acquisitions, Wealth Management, Management, Leadership, Asset Management, Investment Management, Product Management, Hedge Funds, Corporate Finance, Private Equity, Banking, Professional Services, Alternative Investments, Portfolio Management, Capital Markets, Private Banking, Securities
Education
1986 — 1988
Juris Doctorate, Law
Baylor University 1983 — 1985
MA, International Journalism
The George Washington University 1980 — 1983
BA, International Affairs
Universite' de Neuchatel, Switzerland 1982 — 1982
French
Universite' de Nice, France 1981 — 1981
French
Southeastern Louisiana University 1978 — 1980
Government
D.B. Magee & Co. January 2014 - Present
Lucid Paladin July 2009 - Present
Contango Capital Advisors February 2004 - July 2009
Panoptic Solutions, Inc. July 2000 - January 2004
Swiss Bank Corporation (Merged with UBS) April 1998 - June 2000
Montgomery Securities April 1995 - April 1998
Oppenheimer & Co. April 1992 - April 1995
Bickham & Magee July 1989 - March 1992
Adams and Reese LLP November 1986 - May 1989
United States Department of Defense June 1987 - August 1987
Skills
Venture Capital, Product Innovation, Business Strategy, Start-ups, Business Planning, Public Speaking, Entrepreneurship, Strategy Development, Mentoring, Entrepreneur, Investments, Acquisition Integration, Financial Writing, Freelance Writing, Business Advisory, Professional Services..., freelance editing, Strategic Planning, Product Development, Mergers, Strategy, Finance, Mergers & Acquisitions, Wealth Management, Management, Leadership, Asset Management, Investment Management, Product Management, Hedge Funds, Corporate Finance, Private Equity, Banking, Professional Services, Alternative Investments, Portfolio Management, Capital Markets, Private Banking, Securities
Education
1986 — 1988
Juris Doctorate, Law
Baylor University 1983 — 1985
MA, International Journalism
The George Washington University 1980 — 1983
BA, International Affairs
Universite' de Neuchatel, Switzerland 1982 — 1982
French
Universite' de Nice, France 1981 — 1981
French
Southeastern Louisiana University 1978 — 1980
Government
Caitlin Hanley's Oppenheimer & Co. Experience July 2011 - January 2014
Job Associate, Ernst & Young Capital Advisors LLC
Industry Investment Banking
Experience
EY February 2014 - Present
Oppenheimer & Co. July 2011 - January 2014
Boston College January 2009 - June 2011
Fidelity Investments June 2010 - August 2010
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Bachelor of Arts (BA), Chemistry, Economics
EY February 2014 - Present
Oppenheimer & Co. July 2011 - January 2014
Boston College January 2009 - June 2011
Fidelity Investments June 2010 - August 2010
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Bachelor of Arts (BA), Chemistry, Economics
Chris Carsillo Chris Carsillo's Oppenheimer & Co. Experience January 2006 - October 2006
Job Senior Planner at Under Armour
Industry Sporting Goods
Experience
Under Armour March 2015 - Present
Under Armour August 2012 - March 2015
adidas March 2010 - August 2012
adidas January 2007 - March 2010
Oppenheimer & Co. January 2006 - October 2006
Vitamin Water 2004 - 2005
Skills
Sales, Retail, Footwear, Marketing, Advertising, Forecasting, Trend Analysis, Marketing Strategy, Project Planning, Social Media Marketing, Merchandising, Apparel, Business Strategy, Assortment, Inventory Management, Visual Merchandising, Management, Analysis, Fashion, Sales Management
Education
American University - Kogod School of Business 2000 — 2005
B.S.B.A, Finance
Under Armour March 2015 - Present
Under Armour August 2012 - March 2015
adidas March 2010 - August 2012
adidas January 2007 - March 2010
Oppenheimer & Co. January 2006 - October 2006
Vitamin Water 2004 - 2005
Skills
Sales, Retail, Footwear, Marketing, Advertising, Forecasting, Trend Analysis, Marketing Strategy, Project Planning, Social Media Marketing, Merchandising, Apparel, Business Strategy, Assortment, Inventory Management, Visual Merchandising, Management, Analysis, Fashion, Sales Management
Education
American University - Kogod School of Business 2000 — 2005
B.S.B.A, Finance
Dorian Key's Oppenheimer & Co. Experience May 2012 - August 2012
Job Investment Banking Analyst at National Securities
Industry Investment Banking
Experience
National Securities June 2013 - Present
Milestone Advisors August 2012 - December 2012
Oppenheimer & Co. May 2012 - August 2012
Imperial College London 2011 - 2012
Siebert Brandford Shank Co., LLC. October 2011 - December 2011
Blue Heron Capital May 2011 - September 2011
Kogod Finance Group August 2009 - May 2010
Skills
Bloomberg, Thompson One, Microsoft Excel, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investment Banking, Corporate Finance, DCF, Due Diligence, Capital IQ, Equities, Economics, Equity Research, Equity Valuation, Capital Markets, Private Equity, Equity Capital Markets
Education
American University - Kogod School of Business 2008 — 2012
Bachelor of Science (BS), Finance; International Business (Emerging Markets)
Imperial College London
Exchange Student
National Securities June 2013 - Present
Milestone Advisors August 2012 - December 2012
Oppenheimer & Co. May 2012 - August 2012
Imperial College London 2011 - 2012
Siebert Brandford Shank Co., LLC. October 2011 - December 2011
Blue Heron Capital May 2011 - September 2011
Kogod Finance Group August 2009 - May 2010
Skills
Bloomberg, Thompson One, Microsoft Excel, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investment Banking, Corporate Finance, DCF, Due Diligence, Capital IQ, Equities, Economics, Equity Research, Equity Valuation, Capital Markets, Private Equity, Equity Capital Markets
Education
American University - Kogod School of Business 2008 — 2012
Bachelor of Science (BS), Finance; International Business (Emerging Markets)
Imperial College London
Exchange Student
Elizabeth Pellegrini's Oppenheimer & Co. Experience July 2013 - February 2015
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. March 2015 - Present
Oppenheimer & Co. July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Bright Horizons June 2011 - July 2011
OSI Pharmaceuticals May 2010 - August 2010
Skills
Presenter, Highly detail oriented, Communication, Teamwork, Team Management, Financial Analysis, Statistical Modeling, Finance, Microsoft Excel, Minitab, Mathematics, Qualitative Research, Capital IQ, Financial Modeling, Investment Banking
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management; Finance and Computational and Mathematical Finance
London School of Economics 2011 — 2011
Richmond University
Raymond James Financial, Inc. March 2015 - Present
Oppenheimer & Co. July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Bright Horizons June 2011 - July 2011
OSI Pharmaceuticals May 2010 - August 2010
Skills
Presenter, Highly detail oriented, Communication, Teamwork, Team Management, Financial Analysis, Statistical Modeling, Finance, Microsoft Excel, Minitab, Mathematics, Qualitative Research, Capital IQ, Financial Modeling, Investment Banking
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management; Finance and Computational and Mathematical Finance
London School of Economics 2011 — 2011
Richmond University
Gary M. Broidis Gary M. Broidis's Oppenheimer & Co. Experience July 1987 - May 1989
Job President, Atlantic Commercial Group, Inc./Founder & President, The Retail Bus Tour, Inc.
Industry Commercial Real Estate
Experience
The Retail Bus Tour, Inc. January 2010 - Present
Atlantic Commercial Group, Inc November 2000 - Present
Oppenheimer & Co. July 1987 - May 1989
Skills
Financial Analyst, Real Estate Financial..., Marketing Professional, Shopping Centers, Land Acquisition, Real Estate, Sellers, Retail, 1031 Exchanges, Acquisitions, Advertising, Apartments, Appraisals, Asset Management, Brokerage, Buyer Representation, Commercial Mortgages, Commercial Real Estate, Condos, Contract Negotiation, Corporate Real Estate, Disposition, Due Diligence, Entitlements, Finance, Foreclosures, Income Properties, International Real..., Investment Properties, Investments, Investors, Land Development, Landlord, Landlords, Lease Administration, Lease Negotiations, Location Intelligence, Market Analysis, Property, REO, Property Management, Real Estate Economics, Real Estate Transactions, Real Property, Rentals, Residential Homes, Selling, Short Sales, Tenant, Tenant Representation
Education
MBA, State University of New York at Binghamton 1985 — 1987
MBA, Finance
BS, Finance - State University of NY - Oneonta 1982 — 1985
B.S., Finance, Economics
The Retail Bus Tour, Inc. January 2010 - Present
Atlantic Commercial Group, Inc November 2000 - Present
Oppenheimer & Co. July 1987 - May 1989
Skills
Financial Analyst, Real Estate Financial..., Marketing Professional, Shopping Centers, Land Acquisition, Real Estate, Sellers, Retail, 1031 Exchanges, Acquisitions, Advertising, Apartments, Appraisals, Asset Management, Brokerage, Buyer Representation, Commercial Mortgages, Commercial Real Estate, Condos, Contract Negotiation, Corporate Real Estate, Disposition, Due Diligence, Entitlements, Finance, Foreclosures, Income Properties, International Real..., Investment Properties, Investments, Investors, Land Development, Landlord, Landlords, Lease Administration, Lease Negotiations, Location Intelligence, Market Analysis, Property, REO, Property Management, Real Estate Economics, Real Estate Transactions, Real Property, Rentals, Residential Homes, Selling, Short Sales, Tenant, Tenant Representation
Education
MBA, State University of New York at Binghamton 1985 — 1987
MBA, Finance
BS, Finance - State University of NY - Oneonta 1982 — 1985
B.S., Finance, Economics
Michael K. McCarty Michael K. McCarty's Oppenheimer & Co. Experience 1985 - 1988
Job Managing Partner at Differential Research, LLC
Industry Financial Services
Experience
Differential Research, LLC January 2010 - Present
Differential Investment Partners July 2009 - Present
Meridian Equity Partners Inc. January 2007 - June 2009
Morgan Joseph & Company January 2005 - August 2006
IRG Research 2004 - 2005
Miller Tabak 1998 - 2004
Cowen & Co. 1989 - 1994
Oppenheimer & Co. 1985 - 1988
Oppenheimer & Co. 1985 - 1988
Skills
Options, Derivatives, Volatility, Game Theory, Trading, Equities, Portfolio Management, Investment Banking, Equity Research, Electronic Trading, Start-ups, Strategy, Capital Markets, Trading Strategies, Economics, Hedging, Alternative Investments, Options Strategies, Financial Risk, Hedge Funds, Derivatives Trading, ETFs, Institutional..., Quantitative Finance, Equity Trading, Financial Markets, Trading Systems, Bloomberg, Emerging Markets, Equity Derivatives, Proprietary Trading, Global Macro
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS, Finance
Emory University 1978 — 1983
Economics
Differential Research, LLC January 2010 - Present
Differential Investment Partners July 2009 - Present
Meridian Equity Partners Inc. January 2007 - June 2009
Morgan Joseph & Company January 2005 - August 2006
IRG Research 2004 - 2005
Miller Tabak 1998 - 2004
Cowen & Co. 1989 - 1994
Oppenheimer & Co. 1985 - 1988
Oppenheimer & Co. 1985 - 1988
Skills
Options, Derivatives, Volatility, Game Theory, Trading, Equities, Portfolio Management, Investment Banking, Equity Research, Electronic Trading, Start-ups, Strategy, Capital Markets, Trading Strategies, Economics, Hedging, Alternative Investments, Options Strategies, Financial Risk, Hedge Funds, Derivatives Trading, ETFs, Institutional..., Quantitative Finance, Equity Trading, Financial Markets, Trading Systems, Bloomberg, Emerging Markets, Equity Derivatives, Proprietary Trading, Global Macro
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS, Finance
Emory University 1978 — 1983
Economics
Chelsea Burger Chelsea Burger's Oppenheimer & Co. Experience May 2007 - January 2008
Job Consultant at Freed Associates
Industry Hospital & Health Care
Experience
Freed Associates August 2015 - Present
Berkeley Research Group LLC January 2014 - July 2015
Room to Read June 2011 - December 2014
Huron Consulting Group July 2013 - December 2013
Huron Consulting Group January 2011 - June 2013
Mount Sinai Medical Center May 2010 - January 2011
Prudential Financial October 2009 - December 2010
Camp Laurel South June 2009 - August 2009
UBS June 2008 - August 2008
Oppenheimer & Co. May 2007 - January 2008
Skills
Analysis, Management, Training, Strategic Planning, Data Analysis, Financial Modeling, Microsoft Office, Project Management, Research, Nonprofits, Process Improvement, Leadership, Event Planning, Finance, Strategy, Microsoft Excel, Community Outreach, Financial Analysis, Marketing
Education
Barnard College 2005 — 2009
BA, Economics, Sociology
Freed Associates August 2015 - Present
Berkeley Research Group LLC January 2014 - July 2015
Room to Read June 2011 - December 2014
Huron Consulting Group July 2013 - December 2013
Huron Consulting Group January 2011 - June 2013
Mount Sinai Medical Center May 2010 - January 2011
Prudential Financial October 2009 - December 2010
Camp Laurel South June 2009 - August 2009
UBS June 2008 - August 2008
Oppenheimer & Co. May 2007 - January 2008
Skills
Analysis, Management, Training, Strategic Planning, Data Analysis, Financial Modeling, Microsoft Office, Project Management, Research, Nonprofits, Process Improvement, Leadership, Event Planning, Finance, Strategy, Microsoft Excel, Community Outreach, Financial Analysis, Marketing
Education
Barnard College 2005 — 2009
BA, Economics, Sociology
Annie Jihyo Park's Oppenheimer & Co. Experience June 2012 - August 2012
Job ESL Teacher at Teach For America
Industry Nonprofit Organization Management
Experience
Teach For America June 2013 - July 2015
Baltimore Symphony Orchestra's Orchkids September 2014 - June 2015
Boston College September 2011 - May 2013
Boston College August 2011 - May 2013
Oppenheimer & Co. June 2012 - August 2012
Collegiate Directions, Inc June 2011 - July 2012
Skills
Social Media, Tutoring, Public Relations, Editing, Music Theory, Higher Education, Teaching, Advertising, Violin, Event Planning, Newsletters, Nonprofits, Strategic Communications, Marketing Communications, Music Education, Lesson Planning, Public Speaking, Team Building, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Interviews, Social Entrepreneurship, Arts Integration
Education
Harvard University Graduate School of Education 2015 — 2016
Master of Arts (M.A.), Arts in Education
The Johns Hopkins University 2013 — 2014
Master of Science (M.S.), Education, 3.7/4.0
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Communication, Music
Universidad Complutense de Madrid 2012 — 2012
Bachelor's degree, Musicology and Ethnomusicology, 4.0/4.0
Teach For America June 2013 - July 2015
Baltimore Symphony Orchestra's Orchkids September 2014 - June 2015
Boston College September 2011 - May 2013
Boston College August 2011 - May 2013
Oppenheimer & Co. June 2012 - August 2012
Collegiate Directions, Inc June 2011 - July 2012
Skills
Social Media, Tutoring, Public Relations, Editing, Music Theory, Higher Education, Teaching, Advertising, Violin, Event Planning, Newsletters, Nonprofits, Strategic Communications, Marketing Communications, Music Education, Lesson Planning, Public Speaking, Team Building, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Interviews, Social Entrepreneurship, Arts Integration
Education
Harvard University Graduate School of Education 2015 — 2016
Master of Arts (M.A.), Arts in Education
The Johns Hopkins University 2013 — 2014
Master of Science (M.S.), Education, 3.7/4.0
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Communication, Music
Universidad Complutense de Madrid 2012 — 2012
Bachelor's degree, Musicology and Ethnomusicology, 4.0/4.0
Andrew Shapiro's Oppenheimer & Co. Experience May 2009 - August 2009
Job Senior Client Service Analyst at comScore, Inc.
Industry Information Technology and Services
Experience
comScore, Inc. September 2014 - Present
GroupM May 2014 - August 2014
GroupM May 2012 - April 2014
GroupM March 2011 - April 2012
LinkShare Corporation August 2010 - February 2011
Universal Pictures October 2009 - December 2009
Oppenheimer & Co. May 2009 - August 2009
JCC June 2003 - August 2008
Education
Boston University 2006 — 2010
BA, Economics, Business
Irvington High School
comScore, Inc. September 2014 - Present
GroupM May 2014 - August 2014
GroupM May 2012 - April 2014
GroupM March 2011 - April 2012
LinkShare Corporation August 2010 - February 2011
Universal Pictures October 2009 - December 2009
Oppenheimer & Co. May 2009 - August 2009
JCC June 2003 - August 2008
Education
Boston University 2006 — 2010
BA, Economics, Business
Irvington High School
Mary Miller Fazio's Oppenheimer & Co. Experience March 2004 - Present
Job Sales & Investment Professional | Relationship Management | Institutional Equity Research Sales, Oppenheimer & Co
Industry Financial Services
Experience
Oppenheimer & Co. March 2004 - Present
JPMorgan Chase & Co. June 2000 - February 2004
JPMorgan Chase & Co. April 1998 - June 2000
JPMorgan Chase & Co. February 1997 - April 1998
JPMorgan Chase & Co. August 1995 - February 1997
Skills
Equities, Finance, Series 7, Microsoft Excel, Equity Research, Investments, Capital Markets, Financial Services, Bloomberg, Securities, Series 63, Hedge Funds, Financial Modeling, Valuation, Asset Management, Portfolio Management, Alternative Investments, Investment Banking, Fixed Income
Education
Boston College - Carroll School of Management 1991 — 1995
BS, Business, Accounting
Holy Spirit High School 1987 — 1991
Oppenheimer & Co. March 2004 - Present
JPMorgan Chase & Co. June 2000 - February 2004
JPMorgan Chase & Co. April 1998 - June 2000
JPMorgan Chase & Co. February 1997 - April 1998
JPMorgan Chase & Co. August 1995 - February 1997
Skills
Equities, Finance, Series 7, Microsoft Excel, Equity Research, Investments, Capital Markets, Financial Services, Bloomberg, Securities, Series 63, Hedge Funds, Financial Modeling, Valuation, Asset Management, Portfolio Management, Alternative Investments, Investment Banking, Fixed Income
Education
Boston College - Carroll School of Management 1991 — 1995
BS, Business, Accounting
Holy Spirit High School 1987 — 1991
Samantha LeBlanc Samantha LeBlanc's Oppenheimer & Co. Experience June 2013 - August 2013
Job Portfolio Administrator at The Edgar Lomax Fund
Industry Financial Services
Experience
The Edgar Lomax Company June 2015 - Present
WH Administrators January 2015 - May 2015
HSBC Retail Banking and Wealth Management June 2014 - August 2014
Alpha Epsilon Phi Sorority January 2013 - December 2013
National Panhellenic Council January 2013 - December 2013
Oppenheimer & Co. June 2013 - August 2013
Community Tax Aid January 2013 - April 2013
Skills
Social Networking, Community Development, Community Outreach, Microsoft Excel, PowerPoint, Research, Accounting, Event Planning, Editing, Finance, Budgets, Facebook, Public Speaking
Education
American University 2011 — 2015
Bachelor's of Science in Business Administration, Accounting and Finance
The Chinese University of Hong Kong 2014 — 2014
Bachelor’s Degree, Business Administration
Universidad Pontificia Comillas 2014 — 2014
Bachelor’s Degree, Business Administration
The Edgar Lomax Company June 2015 - Present
WH Administrators January 2015 - May 2015
HSBC Retail Banking and Wealth Management June 2014 - August 2014
Alpha Epsilon Phi Sorority January 2013 - December 2013
National Panhellenic Council January 2013 - December 2013
Oppenheimer & Co. June 2013 - August 2013
Community Tax Aid January 2013 - April 2013
Skills
Social Networking, Community Development, Community Outreach, Microsoft Excel, PowerPoint, Research, Accounting, Event Planning, Editing, Finance, Budgets, Facebook, Public Speaking
Education
American University 2011 — 2015
Bachelor's of Science in Business Administration, Accounting and Finance
The Chinese University of Hong Kong 2014 — 2014
Bachelor’s Degree, Business Administration
Universidad Pontificia Comillas 2014 — 2014
Bachelor’s Degree, Business Administration
Lindsey Toole Lindsey Toole's Oppenheimer & Co. Experience March 2009 - June 2009
Job Vice President, Wealth Advisor at Acumen Wealth Advisors
Industry Financial Services
Experience
Acumen Wealth Advisors July 2015 - Present
Northwestern Mutual September 2014 - July 2015
SunTrust Bank June 2013 - September 2014
PInkerton Wealth Management Group of Wells Fargo Advisors, LLC June 2009 - June 2013
Oppenheimer & Co. March 2009 - June 2009
Stanford Group Company November 2008 - March 2009
Smith Barney May 2002 - November 2008
Education
Boston University 2012 — 2015
Master of Science (M.S.), Banking and Financial Services Management
Montreat College 1998 — 2002
BS: Business Administration, Finance / Economics
North Augusta High School 1994 — 1998
Acumen Wealth Advisors July 2015 - Present
Northwestern Mutual September 2014 - July 2015
SunTrust Bank June 2013 - September 2014
PInkerton Wealth Management Group of Wells Fargo Advisors, LLC June 2009 - June 2013
Oppenheimer & Co. March 2009 - June 2009
Stanford Group Company November 2008 - March 2009
Smith Barney May 2002 - November 2008
Education
Boston University 2012 — 2015
Master of Science (M.S.), Banking and Financial Services Management
Montreat College 1998 — 2002
BS: Business Administration, Finance / Economics
North Augusta High School 1994 — 1998
Annette Ruh Annette Ruh's Oppenheimer & Co. Experience 2007 - 2012
Job Registered Sr. Sales Associate
Industry Financial Services
Experience
RBC Wealth Management January 2012 - Present
Oppenheimer & Co. 2007 - 2012
Smith barney 2000 - 2007
Education
Berkeley College
RBC Wealth Management January 2012 - Present
Oppenheimer & Co. 2007 - 2012
Smith barney 2000 - 2007
Education
Berkeley College
Jason Thalmann Jason Thalmann's Oppenheimer & Co. Experience May 2007 - August 2007
Job Client Services Manager – ETF Clearing and Collateral
Industry Financial Services
Experience
State Street - iProducts Services Group May 2014 - Present
International University in Geneva (IUG) March 2012 - July 2013
AllianceBernstein December 2010 - March 2012
State Street July 2008 - December 2010
Oppenheimer & Co. May 2007 - August 2007
Skills
Alternative Investments, Bloomberg, Corporate Finance, Equities, Fixed Income, Fund Accounting, Hedge Funds, Investment Banking, Portfolio Management, Securities, Bloomberg Terminal
Education
International University in Geneva 2012 — 2013
Master of Business Administration (MBA), Concentration in Finance, 3.65 GPA (Magna Cum Laude)
Fairleigh Dickinson University 2005 — 2008
Bachelor of Science, Finance and Economics
State Street - iProducts Services Group May 2014 - Present
International University in Geneva (IUG) March 2012 - July 2013
AllianceBernstein December 2010 - March 2012
State Street July 2008 - December 2010
Oppenheimer & Co. May 2007 - August 2007
Skills
Alternative Investments, Bloomberg, Corporate Finance, Equities, Fixed Income, Fund Accounting, Hedge Funds, Investment Banking, Portfolio Management, Securities, Bloomberg Terminal
Education
International University in Geneva 2012 — 2013
Master of Business Administration (MBA), Concentration in Finance, 3.65 GPA (Magna Cum Laude)
Fairleigh Dickinson University 2005 — 2008
Bachelor of Science, Finance and Economics
Emilia Atanassova Emilia Atanassova's Oppenheimer & Co. Experience May 2014 - July 2014
Job Investment Banking Summer Analyst at Kerburn Rose
Industry Financial Services
Experience
Dickinson College October 2014 - Present
Dickinson College September 2012 - Present
Kerburn Rose June 2015 - August 2015
Hey Gorgeous / Madison Plus Select January 2015 - May 2015
Oppenheimer & Co. May 2014 - July 2014
Bullbrokers June 2013 - July 2013
Skills
Microsoft Office, Data Analysis, Company Valuation, Microsoft Excel, PowerPoint, Research, Finance, SPSS, Social Media, Spanish, Economics, Leadership, Teamwork, Investments, Financial Analysis, Valuation
Education
Dickinson College 2012 — 2016
Bachelor's Degree, International Business and Management
Baruch College, City University of New York (CUNY) 2015 — 2015
Bachelor's Degree
Wall Street Prep 2015 — 2015
American College of Sofia 2008 — 2012
High School
Dickinson College October 2014 - Present
Dickinson College September 2012 - Present
Kerburn Rose June 2015 - August 2015
Hey Gorgeous / Madison Plus Select January 2015 - May 2015
Oppenheimer & Co. May 2014 - July 2014
Bullbrokers June 2013 - July 2013
Skills
Microsoft Office, Data Analysis, Company Valuation, Microsoft Excel, PowerPoint, Research, Finance, SPSS, Social Media, Spanish, Economics, Leadership, Teamwork, Investments, Financial Analysis, Valuation
Education
Dickinson College 2012 — 2016
Bachelor's Degree, International Business and Management
Baruch College, City University of New York (CUNY) 2015 — 2015
Bachelor's Degree
Wall Street Prep 2015 — 2015
American College of Sofia 2008 — 2012
High School
Tristien Bridges Tristien Bridges's Oppenheimer & Co. Experience December 2003 - June 2008
Job Human Resources Generalist at Gerotech Inc
Industry Human Resources
Experience
Gerotech Inc May 2013 - Present
Vista Maria February 2011 - May 2013
GE AMSTC November 2009 - February 2011
Oppenheimer & Co. December 2003 - June 2008
Skills
Onboarding, Human Resources, Talent Management, Recruiting, Management, Time Management, Policy, Personnel Management, Applicant Tracking..., Employee Relations, Talent Acquisition, Customer Service, College Recruiting, Internet Recruiting, HRIS, Technical Recruiting
Education
Baker College Business and Corporate Services 2007 — 2010
Business Adminstration, Human Resources/Marketing
Gerotech Inc May 2013 - Present
Vista Maria February 2011 - May 2013
GE AMSTC November 2009 - February 2011
Oppenheimer & Co. December 2003 - June 2008
Skills
Onboarding, Human Resources, Talent Management, Recruiting, Management, Time Management, Policy, Personnel Management, Applicant Tracking..., Employee Relations, Talent Acquisition, Customer Service, College Recruiting, Internet Recruiting, HRIS, Technical Recruiting
Education
Baker College Business and Corporate Services 2007 — 2010
Business Adminstration, Human Resources/Marketing
Christina Perley Clark Christina Perley Clark's Oppenheimer & Co. Experience May 2009 - July 2010
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
JPMorgan Chase October 2013 - August 2015
Merrill Lynch July 2010 - March 2013
Oppenheimer & Co. May 2009 - July 2010
Ameriprise Financial October 2006 - April 2009
Annie Aubry*s Fleurs May 2005 - July 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Credit and Lending, Cash Management, Asset Management, Risk Management, Strategic Financial..., Credit, Loans, Asset Managment, Analysis, Finance, Leadership, Insurance, Equities, Alternative Investments, Mutual Funds, Financial Analysis, Portfolio Management, Budgets, Asset Allocation, Estate Planning, Series 63
Education
Texas A&M University 2002 — 2006
Bachelor of Science, Economics and Focus in Marketing
Groupe Ecole supérieure d'Agriculture d'Angers 2005 — 2005
Viticulture and Gastronomy
Morgan Stanley August 2015 - Present
JPMorgan Chase October 2013 - August 2015
Merrill Lynch July 2010 - March 2013
Oppenheimer & Co. May 2009 - July 2010
Ameriprise Financial October 2006 - April 2009
Annie Aubry*s Fleurs May 2005 - July 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Credit and Lending, Cash Management, Asset Management, Risk Management, Strategic Financial..., Credit, Loans, Asset Managment, Analysis, Finance, Leadership, Insurance, Equities, Alternative Investments, Mutual Funds, Financial Analysis, Portfolio Management, Budgets, Asset Allocation, Estate Planning, Series 63
Education
Texas A&M University 2002 — 2006
Bachelor of Science, Economics and Focus in Marketing
Groupe Ecole supérieure d'Agriculture d'Angers 2005 — 2005
Viticulture and Gastronomy
Anna Koloch's Oppenheimer & Co. Experience April 2006 - September 2006
Job Project Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
Barclays Capital August 2012 - February 2014
Credit Suisse July 2008 - August 2012
Morgan Stanley May 2007 - December 2007
Auerbach Grayson September 2006 - May 2007
Oppenheimer & Co. April 2006 - September 2006
Skills
Derivatives, Equities
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
Collegium Civitas 2000 — 2002
International Affairs
Credit Suisse May 2015 - Present
Barclays Capital August 2012 - February 2014
Credit Suisse July 2008 - August 2012
Morgan Stanley May 2007 - December 2007
Auerbach Grayson September 2006 - May 2007
Oppenheimer & Co. April 2006 - September 2006
Skills
Derivatives, Equities
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
Collegium Civitas 2000 — 2002
International Affairs
Demi Meng's Oppenheimer & Co. Experience 2010 - 2012
Job Equity Research | Private Equity | Georgetown MBA | Tech Sector
Industry Investment Management
Experience
IFC - International Finance Corporation (World Bank Group) November 2014 - March 2015
SunBridge Capital Management, LLC June 2014 - August 2014
Oppenheimer & Co. 2010 - 2012
Accenture 2009 - 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Research, PowerPoint, Data Analysis, Leadership, Accounting, Corporate Finance, Equity Research, Finance, Private Equity, Equities, Bloomberg, Mutual Funds, Mergers & Acquisitions, Investments, Investment Management, DCF
Education
Massachusetts Institute of Technology 2015 — 2015
Non-degree Certificate Program, Tackling the Challenges of Big Data
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Investment
Beijing University of Posts and Telecommunications 2007 — 2010
Telecommunications Engineering
IFC - International Finance Corporation (World Bank Group) November 2014 - March 2015
SunBridge Capital Management, LLC June 2014 - August 2014
Oppenheimer & Co. 2010 - 2012
Accenture 2009 - 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Research, PowerPoint, Data Analysis, Leadership, Accounting, Corporate Finance, Equity Research, Finance, Private Equity, Equities, Bloomberg, Mutual Funds, Mergers & Acquisitions, Investments, Investment Management, DCF
Education
Massachusetts Institute of Technology 2015 — 2015
Non-degree Certificate Program, Tackling the Challenges of Big Data
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Investment
Beijing University of Posts and Telecommunications 2007 — 2010
Telecommunications Engineering
Jake Weiner Jake Weiner's Oppenheimer & Co. Experience June 2012 - August 2012
Job Senior Associate Digital Planner at MEC
Industry Marketing and Advertising
Experience
MEC October 2014 - Present
UM WW July 2013 - October 2014
Oppenheimer & Co. June 2012 - August 2012
KCSA Strategic Communications December 2011 - January 2012
Skills
Microsoft Word, Microsoft Excel, HTML, CSS, PowerPoint, Photoshop
Education
Binghamton University 2009 — 2013
MEC October 2014 - Present
UM WW July 2013 - October 2014
Oppenheimer & Co. June 2012 - August 2012
KCSA Strategic Communications December 2011 - January 2012
Skills
Microsoft Word, Microsoft Excel, HTML, CSS, PowerPoint, Photoshop
Education
Binghamton University 2009 — 2013
Alex Donnenfeld Alex Donnenfeld's Oppenheimer & Co. Experience July 2010 - August 2010
Job Senior Associate at NYL Investors, Private Capital Group
Industry Capital Markets
Experience
NYL Investors LLC March 2015 - Present
New York Life Investment Management January 2013 - March 2015
New York Life Investment Management July 2011 - December 2012
Oppenheimer & Co. July 2010 - August 2010
Societe Generale July 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Fixed Income, Private Placements, Microsoft Excel, PowerPoint, Bonds, Financial Modeling, Credit Analysis, Underwriting, Investments, Capital Markets, Asset Management, Portfolio Management, Corporate Finance, Business Development, Cold Calling
Education
American University - Kogod School of Business 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Clark University 2007 — 2008
Business Administration and Management, General
NYL Investors LLC March 2015 - Present
New York Life Investment Management January 2013 - March 2015
New York Life Investment Management July 2011 - December 2012
Oppenheimer & Co. July 2010 - August 2010
Societe Generale July 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Fixed Income, Private Placements, Microsoft Excel, PowerPoint, Bonds, Financial Modeling, Credit Analysis, Underwriting, Investments, Capital Markets, Asset Management, Portfolio Management, Corporate Finance, Business Development, Cold Calling
Education
American University - Kogod School of Business 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Clark University 2007 — 2008
Business Administration and Management, General
Bobby V. Kolev's Oppenheimer & Co. Experience 2008 - 2010
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Deutsche Bank 2010 - 2012
Oppenheimer & Co. 2008 - 2010
Lehman Brothers 2002 - 2008
Salomon Smith Barney 1998 - 2002
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Investment Banking, Series 7, Investments, Asset Managment, Portfolio Management, FX Options, Valuation, Options, Structured Products, Investment Strategies, Trading, Wealth Management, Bonds, Investment Management, Electronic Trading, Cash Management, Due Diligence, Banking
Education
City University of New York-Baruch College 1995 — 1999
BBA, Finance, Economics, Accounting
Morgan Stanley 2012 - Present
Deutsche Bank 2010 - 2012
Oppenheimer & Co. 2008 - 2010
Lehman Brothers 2002 - 2008
Salomon Smith Barney 1998 - 2002
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Investment Banking, Series 7, Investments, Asset Managment, Portfolio Management, FX Options, Valuation, Options, Structured Products, Investment Strategies, Trading, Wealth Management, Bonds, Investment Management, Electronic Trading, Cash Management, Due Diligence, Banking
Education
City University of New York-Baruch College 1995 — 1999
BBA, Finance, Economics, Accounting
Evan Gallipoli's Oppenheimer & Co. Experience December 2012 - January 2013
Job Senior Analyst at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - Present
Financial Northeastern Companies January 2013 - May 2013
Oppenheimer & Co. December 2012 - January 2013
Merrill Lynch June 2012 - December 2012
ImpactAssets July 2012 - August 2012
KPMG December 2010 - May 2012
Skyline Genesis Event Marketing June 2006 - November 2010
Article A, LLC August 2000 - September 2009
Vector Marketing February 2006 - June 2006
Skills
Team Leadership, Efficiency, Goal Oriented, Diligent, PowerPoint, Customer Service, Ethical Decision Making, Managing Deadlines, Analysis, Leadership, Management, Time Management, Training, Finance, Microsoft Excel, Research, Marketing
Education
Ramapo College of New Jersey 2011 — 2013
Business Administration - B.S., Finance, 3.83
Bergen Community College 2010 — 2011
Business Administration - Associates, Business Management, 4.0
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - Present
Financial Northeastern Companies January 2013 - May 2013
Oppenheimer & Co. December 2012 - January 2013
Merrill Lynch June 2012 - December 2012
ImpactAssets July 2012 - August 2012
KPMG December 2010 - May 2012
Skyline Genesis Event Marketing June 2006 - November 2010
Article A, LLC August 2000 - September 2009
Vector Marketing February 2006 - June 2006
Skills
Team Leadership, Efficiency, Goal Oriented, Diligent, PowerPoint, Customer Service, Ethical Decision Making, Managing Deadlines, Analysis, Leadership, Management, Time Management, Training, Finance, Microsoft Excel, Research, Marketing
Education
Ramapo College of New Jersey 2011 — 2013
Business Administration - B.S., Finance, 3.83
Bergen Community College 2010 — 2011
Business Administration - Associates, Business Management, 4.0
Rebekah Nuss's Oppenheimer & Co. Experience June 2009 - March 2011
Job Field Account Manager at Thomson Reuters Checkpoint (Tax & Accounting)
Industry Information Technology and Services
Experience
Thomson Reuters April 2011 - Present
Oppenheimer & Co. June 2009 - March 2011
Ameriprise Financial Services, Inc. August 2004 - February 2011
Skills
Accounting, Management, Salesforce.com, Investments, New Business Development, Investment Banking, Sales, Territory Account..., Account Management, B2B, Direct Sales, Lead Generation, Outside Sales, Customer Service..., Customer Satisfaction, Customer Retention, Corporate Training, Ethical Decision Making, Sales Operations, Business Development, Online Research, International Tax, Sales & Use Tax..., Corporate Tax, Tax Treaties, SEC Financial Reporting, EDGAR filings, US GAAP reporting, Controllership Functions
Education
Auburn University
Providence Christian Academy
Thomson Reuters April 2011 - Present
Oppenheimer & Co. June 2009 - March 2011
Ameriprise Financial Services, Inc. August 2004 - February 2011
Skills
Accounting, Management, Salesforce.com, Investments, New Business Development, Investment Banking, Sales, Territory Account..., Account Management, B2B, Direct Sales, Lead Generation, Outside Sales, Customer Service..., Customer Satisfaction, Customer Retention, Corporate Training, Ethical Decision Making, Sales Operations, Business Development, Online Research, International Tax, Sales & Use Tax..., Corporate Tax, Tax Treaties, SEC Financial Reporting, EDGAR filings, US GAAP reporting, Controllership Functions
Education
Auburn University
Providence Christian Academy
Jamie Chiarieri's Oppenheimer & Co. Experience December 2006 - July 2008
Job Investment Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management May 2014 - Present
Sulas, LLC June 2012 - Present
Aberdeen Asset Management April 2010 - May 2014
Aberdeen Asset Management July 2008 - April 2010
Oppenheimer & Co. December 2006 - July 2008
Oppenheimer & Co. May 2004 - December 2006
AXA Equitable July 2000 - May 2004
Skills
Fixed Income, High Yield, Credit, Bloomberg, Asset Management, Hedge Funds, Equities, Portfolio Management, Investments, Derivatives, Capital Markets, Alternative Investments, Mutual Funds, Bonds, Trading, Financial Modeling, Valuation, Securities, Financial Analysis, Investment Management, Series 7
Education
Stevens Institute of Technology 2001 — 2003
MS, Information Management
Boston College - Carroll School of Management 1996 — 2000
BS, Finance and Information Systems
Aberdeen Asset Management May 2014 - Present
Sulas, LLC June 2012 - Present
Aberdeen Asset Management April 2010 - May 2014
Aberdeen Asset Management July 2008 - April 2010
Oppenheimer & Co. December 2006 - July 2008
Oppenheimer & Co. May 2004 - December 2006
AXA Equitable July 2000 - May 2004
Skills
Fixed Income, High Yield, Credit, Bloomberg, Asset Management, Hedge Funds, Equities, Portfolio Management, Investments, Derivatives, Capital Markets, Alternative Investments, Mutual Funds, Bonds, Trading, Financial Modeling, Valuation, Securities, Financial Analysis, Investment Management, Series 7
Education
Stevens Institute of Technology 2001 — 2003
MS, Information Management
Boston College - Carroll School of Management 1996 — 2000
BS, Finance and Information Systems
Garrett Asta's Oppenheimer & Co. Experience July 2010 - October 2011
Job Associate at Bluestone Capital Partners, LLC
Industry Investment Banking
Experience
Bluestone Capital Partners, LLC October 2011 - Present
Oppenheimer & Co. July 2010 - October 2011
Capitol Partners June 2009 - August 2009
Renaissance Strategic Advisors January 2009 - April 2009
New Media Strategies May 2008 - December 2008
Adams Hussey & Associates August 2007 - December 2007
Skills
Valuation, Corporate Finance, Venture Capital, Mergers & Acquisitions, Investment Banking, Private Equity, Equities, Due Diligence, Investments, Financial Modeling, Capital Markets, Microsoft Excel, DCF, Corporate Development, Equity Valuation, Financial Analysis, Analysis
Education
American University - Kogod School of Business 2006 — 2010
Lexington High School
Bluestone Capital Partners, LLC October 2011 - Present
Oppenheimer & Co. July 2010 - October 2011
Capitol Partners June 2009 - August 2009
Renaissance Strategic Advisors January 2009 - April 2009
New Media Strategies May 2008 - December 2008
Adams Hussey & Associates August 2007 - December 2007
Skills
Valuation, Corporate Finance, Venture Capital, Mergers & Acquisitions, Investment Banking, Private Equity, Equities, Due Diligence, Investments, Financial Modeling, Capital Markets, Microsoft Excel, DCF, Corporate Development, Equity Valuation, Financial Analysis, Analysis
Education
American University - Kogod School of Business 2006 — 2010
Lexington High School
Barry Perlman Barry Perlman's Oppenheimer & Co. Experience 1981 - 1985
Job Intellectual Property Attorney at Meister Seelig & Fein LLP
Industry Entertainment
Experience
Meister Seelig & Fein LLP March 2009 - Present
Fish & Richardson, P.C. 2006 - March 2009
Wolf Block November 2004 - May 2006
Virgin Records August 2001 - November 2004
Beldock Levine & Hoffman 1998 - 2001
Ritholz Levy Sanders Chidekel & Fields LLP 1996 - 1998
Leibowitz Belson & Szuflita 1994 - 1997
American Stock Exchange 1985 - 1991
Oppenheimer & Co. 1981 - 1985
Skills
Licensing, Intellectual Property, Entertainment Law, Entertainment, New Media, Copyright Litigation, Music Licensing, Trademark Prosecution, Internet Law, Certified Information..., Cyberlaw, Copyright Law
Education
Fordham University School of Law 1991 — 1994
Doctor of Law (J.D.)
New York University 1980 — 1984
BA, Philosophy
Berklee College of Music 1979 — 1980
composition
International Association of Privacy Professionals
CIPP, US, Privacy
Meister Seelig & Fein LLP March 2009 - Present
Fish & Richardson, P.C. 2006 - March 2009
Wolf Block November 2004 - May 2006
Virgin Records August 2001 - November 2004
Beldock Levine & Hoffman 1998 - 2001
Ritholz Levy Sanders Chidekel & Fields LLP 1996 - 1998
Leibowitz Belson & Szuflita 1994 - 1997
American Stock Exchange 1985 - 1991
Oppenheimer & Co. 1981 - 1985
Skills
Licensing, Intellectual Property, Entertainment Law, Entertainment, New Media, Copyright Litigation, Music Licensing, Trademark Prosecution, Internet Law, Certified Information..., Cyberlaw, Copyright Law
Education
Fordham University School of Law 1991 — 1994
Doctor of Law (J.D.)
New York University 1980 — 1984
BA, Philosophy
Berklee College of Music 1979 — 1980
composition
International Association of Privacy Professionals
CIPP, US, Privacy
Rob Cramer Rob Cramer's Oppenheimer & Co. Experience May 2013 - Present
Job Managing Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. May 2013 - Present
RBC Capital Markets September 1993 - April 2013
Tucker Anthony 1999 - 2001
Citi 1988 - 1993
Skills
Hedge Funds, Investments, Fixed Income, Wealth Management, Private Equity, Portfolio Management, Valuation, Securities, Series 63, Investment Banking, Equity Capital Markets, Financial Institutions, Structured Products, Mergers & Acquisitions, Financial Services, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA
Middlebury College 1982 — 1985
Master of Arts (M.A.), English Language and Literature/Letters
Bates College 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters
Oppenheimer & Co. May 2013 - Present
RBC Capital Markets September 1993 - April 2013
Tucker Anthony 1999 - 2001
Citi 1988 - 1993
Skills
Hedge Funds, Investments, Fixed Income, Wealth Management, Private Equity, Portfolio Management, Valuation, Securities, Series 63, Investment Banking, Equity Capital Markets, Financial Institutions, Structured Products, Mergers & Acquisitions, Financial Services, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA
Middlebury College 1982 — 1985
Master of Arts (M.A.), English Language and Literature/Letters
Bates College 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters
Amir Akhundzadeh Amir Akhundzadeh's Oppenheimer & Co. Experience January 2008 - March 2008
Job Senior Product Developer Portfolio Analytics at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems February 2011 - Present
Benomics Group, LLC June 2008 - February 2010
Columbia Business School October 2008 - December 2009
Oppenheimer & Co. January 2008 - March 2008
Strategas Research Partners September 2006 - January 2008
Skills
Marketing Strategy, Entrepreneurship, Investment Strategies, Business Strategy, Product Development, Business Development, Strategic Planning, Research, Economics, Market Research, Competitive Analysis, Analytics, Financial Modeling, Behavioral Science, Statistical Modeling, Management Consulting, Investment Research, Modern Portfolio Theory, Financial Analysis, Finance, New Venture Development, Incentive Programs, Incentives, Microsoft Excel, SPSS, FactSet, Consumer Behaviour, Java, VBA, Sales Management, Financial Markets, Market Microstructure, Econometrics, Expert Witness, CRM
Education
New York University 2006 — 2008
BA, Economics, Minors in: Math, Computer Science, East Asian Studies, 3.5
Beijing Institute of Education 2006 — 2006
Certificate, Mandarin Chinese, 3.1
Bentley University 2004 — 2005
Finance and Economics, 3.8
FactSet Research Systems February 2011 - Present
Benomics Group, LLC June 2008 - February 2010
Columbia Business School October 2008 - December 2009
Oppenheimer & Co. January 2008 - March 2008
Strategas Research Partners September 2006 - January 2008
Skills
Marketing Strategy, Entrepreneurship, Investment Strategies, Business Strategy, Product Development, Business Development, Strategic Planning, Research, Economics, Market Research, Competitive Analysis, Analytics, Financial Modeling, Behavioral Science, Statistical Modeling, Management Consulting, Investment Research, Modern Portfolio Theory, Financial Analysis, Finance, New Venture Development, Incentive Programs, Incentives, Microsoft Excel, SPSS, FactSet, Consumer Behaviour, Java, VBA, Sales Management, Financial Markets, Market Microstructure, Econometrics, Expert Witness, CRM
Education
New York University 2006 — 2008
BA, Economics, Minors in: Math, Computer Science, East Asian Studies, 3.5
Beijing Institute of Education 2006 — 2006
Certificate, Mandarin Chinese, 3.1
Bentley University 2004 — 2005
Finance and Economics, 3.8
Cindy Rothborth's Oppenheimer & Co. Experience 1998 - 2003
Job Email Marketing Director
Industry Marketing and Advertising
Experience
Take 5 Solutions LLC January 2015 - Present
Green Key Resources July 2011 - June 2013
Lighthouse Financial Group, LLC 2007 - 2010
Direct Access Partners 2006 - 2007
Fortis Investments 2003 - 2005
Oppenheimer & Co. 1998 - 2003
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Securities, Capital Markets, Financial Services, Email Marketing
Education
Boston University
B.S., Accounting
Take 5 Solutions LLC January 2015 - Present
Green Key Resources July 2011 - June 2013
Lighthouse Financial Group, LLC 2007 - 2010
Direct Access Partners 2006 - 2007
Fortis Investments 2003 - 2005
Oppenheimer & Co. 1998 - 2003
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Securities, Capital Markets, Financial Services, Email Marketing
Education
Boston University
B.S., Accounting
Jenny Andreyeva's Oppenheimer & Co. Experience July 2006 - August 2006
Job Program Director looking for challenging position in Events/ Training and Development
Industry Events Services
Experience
Uniqkid Inc July 2013 - Present
Worldwide Business Research March 2012 - November 2012
Marks JCH of Bensonhurst November 2011 - July 2012
Marks JCH of Bensonhurst November 2011 - March 2012
A.Prigof and Partners Ltd. August 2008 - November 2011
Kings County District Attorney September 2009 - December 2009
Shorefront YM-YWHA February 2009 - June 2009
Law Offices of Ilona Finkelshteyn P.C. September 2008 - December 2008
AIG June 2007 - July 2007
Oppenheimer & Co. July 2006 - August 2006
Skills
Problem Solving, Oral Communications, Communication Written, Organizational..., Photoshop, Translation, Bloomberg, Microsoft Office, Market Planning, Project Management, Team Leadership, Industry Research, Market Analysis, Event Planning, OS X, Strategic Thinking, Creativity, Program Development, LexisNexis, Fundraising, Nonprofits, Analysis, Market Research, CRM, Social Networking, Business Development, Entrepreneurship, Marketing, Social Media Marketing, Public Relations, Proposal Writing, Public Speaking, Program Management, Editing, Community Outreach, Leadership Development, Direct Marketing, Advertising, Management, Strategy, Business Planning, B2B, Research, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration, International Marketing, Communication Studies
Uniqkid Inc July 2013 - Present
Worldwide Business Research March 2012 - November 2012
Marks JCH of Bensonhurst November 2011 - July 2012
Marks JCH of Bensonhurst November 2011 - March 2012
A.Prigof and Partners Ltd. August 2008 - November 2011
Kings County District Attorney September 2009 - December 2009
Shorefront YM-YWHA February 2009 - June 2009
Law Offices of Ilona Finkelshteyn P.C. September 2008 - December 2008
AIG June 2007 - July 2007
Oppenheimer & Co. July 2006 - August 2006
Skills
Problem Solving, Oral Communications, Communication Written, Organizational..., Photoshop, Translation, Bloomberg, Microsoft Office, Market Planning, Project Management, Team Leadership, Industry Research, Market Analysis, Event Planning, OS X, Strategic Thinking, Creativity, Program Development, LexisNexis, Fundraising, Nonprofits, Analysis, Market Research, CRM, Social Networking, Business Development, Entrepreneurship, Marketing, Social Media Marketing, Public Relations, Proposal Writing, Public Speaking, Program Management, Editing, Community Outreach, Leadership Development, Direct Marketing, Advertising, Management, Strategy, Business Planning, B2B, Research, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration, International Marketing, Communication Studies
Ross Sicherman Ross Sicherman's Oppenheimer & Co. Experience June 2006 - August 2006
Job Senior Financial Systems Analyst at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways April 2014 - Present
JetBlue Airways November 2011 - April 2014
GAF Materials Corporation July 2008 - November 2011
Binghamton Economic Development Office September 2007 - December 2007
Oppenheimer & Co. June 2006 - August 2006
Skills
SQL, SSRS, T-SQL, VBA, ASP.NET, Visual C#, SSIS, JQuery, javascript, Databases, Microsoft SQL Server, Business Intelligence, WinForms, Visual Basic, SharePoint
Education
Binghamton University 2004 — 2008
Bachelor of Science, Financial Economics, Computer Science
JetBlue Airways April 2014 - Present
JetBlue Airways November 2011 - April 2014
GAF Materials Corporation July 2008 - November 2011
Binghamton Economic Development Office September 2007 - December 2007
Oppenheimer & Co. June 2006 - August 2006
Skills
SQL, SSRS, T-SQL, VBA, ASP.NET, Visual C#, SSIS, JQuery, javascript, Databases, Microsoft SQL Server, Business Intelligence, WinForms, Visual Basic, SharePoint
Education
Binghamton University 2004 — 2008
Bachelor of Science, Financial Economics, Computer Science
Richard Gotterer, CFP®'s Oppenheimer & Co. Experience 1984 - 1987
Job Regional Director at Calamos Wealth Management LLC
Industry Investment Management
Experience
Calamos Investments July 2015 - Present
Wescott Financial Advisory Group LLC April 2010 - July 2015
Gibraltar Private Bank & Trust November 2000 - April 2010
Schroders September 1992 - October 2000
Oppenheimer & Co. 1984 - 1987
Skills
Investment Management, Investment Strategies, Asset M, Asset Allocation, Wealth Management, Retirement Planning, Wealth Preservation..., Charitable Gift Planning, Estate Planning, Family Office, Security Analysis, Fixed Income Portfolio..., Trading, High Net Worth..., Mutual Funds, Portfolio Management, Financial Advisory, Insurance
Education
Boston University 2009 — 2010
Certificate in Financial Planning
American University - Kogod School of Business 1981 — 1984
BSBA, Accounting
Birch Wathen
Calamos Investments July 2015 - Present
Wescott Financial Advisory Group LLC April 2010 - July 2015
Gibraltar Private Bank & Trust November 2000 - April 2010
Schroders September 1992 - October 2000
Oppenheimer & Co. 1984 - 1987
Skills
Investment Management, Investment Strategies, Asset M, Asset Allocation, Wealth Management, Retirement Planning, Wealth Preservation..., Charitable Gift Planning, Estate Planning, Family Office, Security Analysis, Fixed Income Portfolio..., Trading, High Net Worth..., Mutual Funds, Portfolio Management, Financial Advisory, Insurance
Education
Boston University 2009 — 2010
Certificate in Financial Planning
American University - Kogod School of Business 1981 — 1984
BSBA, Accounting
Birch Wathen
Eduardo Ulloa, MBA's Oppenheimer & Co. Experience February 2013 - June 2013
Job Marketing & Business Intelligence Consultant at Envision Consulting LLC
Industry Information Technology and Services
Experience
Envision Consulting LLC July 2013 - Present
Oppenheimer & Co. February 2013 - June 2013
Envision RIA (a solution by Envision Consulting LLC) September 2012 - March 2013
Asesorías Patrimoniales S.A.S October 2011 - September 2012
The World Bank October 2010 - October 2010
Embassy of Colombia June 2010 - August 2010
SK Energy March 2010 - May 2010
Nuance Communications 2006 - 2009
Skills
Business Analysis, Financial Modeling, Market Research, Strategy, Analysis, International Business, Sarbanes-Oxley Act, Data Analysis, Business Planning, Budgets, Financial Analysis, Business Development, Finance, Managerial Finance
Education
American University 2012 — 2013
Graduate Certificate, International Economic Relations
Universidad de Los Andes 2011 — 2011
Executive Education Seminar, Project Finance - 16 hours
The George Washington University - School of Business 2009 — 2011
MBA, International Business
Bentley University 2003 — 2006
Bachelor, Corporate Finance & Accounting, magna cum laude
Envision Consulting LLC July 2013 - Present
Oppenheimer & Co. February 2013 - June 2013
Envision RIA (a solution by Envision Consulting LLC) September 2012 - March 2013
Asesorías Patrimoniales S.A.S October 2011 - September 2012
The World Bank October 2010 - October 2010
Embassy of Colombia June 2010 - August 2010
SK Energy March 2010 - May 2010
Nuance Communications 2006 - 2009
Skills
Business Analysis, Financial Modeling, Market Research, Strategy, Analysis, International Business, Sarbanes-Oxley Act, Data Analysis, Business Planning, Budgets, Financial Analysis, Business Development, Finance, Managerial Finance
Education
American University 2012 — 2013
Graduate Certificate, International Economic Relations
Universidad de Los Andes 2011 — 2011
Executive Education Seminar, Project Finance - 16 hours
The George Washington University - School of Business 2009 — 2011
MBA, International Business
Bentley University 2003 — 2006
Bachelor, Corporate Finance & Accounting, magna cum laude
Isaac Ortiz's Oppenheimer & Co. Experience September 2006 - August 2008
Job Business Development Consultant
Industry Financial Services
Experience
Fintree Financial Solutions December 2013 - Present
U.S. Department of State April 2014 - June 2014
Resalysis September 2012 - November 2013
Cynetics Inc. June 2011 - February 2012
J.P. Morgan Chase & Co. July 2008 - August 2009
Oppenheimer & Co. September 2006 - August 2008
Magna Carta Legal Services, LLC November 2005 - November 2006
Skills
Strategy, Business Development, New Business Development, Strategic Partnerships, Business Strategy, Strategic Planning, Sales, Sales Process, Securities, Asset Management, Account Management, Business Planning, Negotiation, Outsourcing, Lead Generation, Team Leadership, Leadership, Six Sigma, Cold Calling, Strategic Sourcing, Client Development, Manage Client..., Client Relations Skills, Customer Retention, Customer Acquisition, Networking, CRM, Finance
Education
La Salle Military Academy 1996 — 1998
Baruch College, City University of New York (CUNY)
Bachelor of Arts (B.A.), Political Science and Economics
Fintree Financial Solutions December 2013 - Present
U.S. Department of State April 2014 - June 2014
Resalysis September 2012 - November 2013
Cynetics Inc. June 2011 - February 2012
J.P. Morgan Chase & Co. July 2008 - August 2009
Oppenheimer & Co. September 2006 - August 2008
Magna Carta Legal Services, LLC November 2005 - November 2006
Skills
Strategy, Business Development, New Business Development, Strategic Partnerships, Business Strategy, Strategic Planning, Sales, Sales Process, Securities, Asset Management, Account Management, Business Planning, Negotiation, Outsourcing, Lead Generation, Team Leadership, Leadership, Six Sigma, Cold Calling, Strategic Sourcing, Client Development, Manage Client..., Client Relations Skills, Customer Retention, Customer Acquisition, Networking, CRM, Finance
Education
La Salle Military Academy 1996 — 1998
Baruch College, City University of New York (CUNY)
Bachelor of Arts (B.A.), Political Science and Economics
Todd Restler's Oppenheimer & Co. Experience January 2003 - January 2006
Job Senior Client Financial Analyst at Express Scripts
Industry Financial Services
Experience
Express Scripts October 2013 - Present
Professional Group Plans August 2011 - June 2013
Chartis May 2009 - November 2010
Royal Alliance Associates INC January 2006 - May 2009
Oppenheimer & Co. January 2003 - January 2006
Fahnestock January 1998 - January 2003
D.H. Blair & Co., Inc January 1994 - January 1998
D.H. Blair & Co., Inc January 1991 - January 1994
Education
Babson College 1987 — 1991
Bachelor of Science, Dual Major Finance/Investments
Express Scripts October 2013 - Present
Professional Group Plans August 2011 - June 2013
Chartis May 2009 - November 2010
Royal Alliance Associates INC January 2006 - May 2009
Oppenheimer & Co. January 2003 - January 2006
Fahnestock January 1998 - January 2003
D.H. Blair & Co., Inc January 1994 - January 1998
D.H. Blair & Co., Inc January 1991 - January 1994
Education
Babson College 1987 — 1991
Bachelor of Science, Dual Major Finance/Investments
Marc Cabrera's Oppenheimer & Co. Experience June 2013 - Present
Job Group Head at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. June 2013 - Present
Morgan Joseph October 2004 - June 2013
Pinnacle Partners, Inc. June 1998 - September 2003
Bear Stearns April 1994 - June 1998
Smith Barney June 1988 - April 1994
Skills
Alternative Investments, Equity Valuation, Financial Advisory, Financial Analysis, Financial Structuring, IPO, Investment Banking, Mergers, Mergers, Private Equity, Strategic Planning, Valuation, Bonds, Credit Analysis, Debt Restructuring, Financial Markets, Financial Modeling, Investment Strategies, Investments, Portfolio Management, Private Placements, Restructuring, Securities, Strategic Financial..., Strategy
Education
Babson College 1984 — 1987
Bachelor of Science, Finance, Investments
Oppenheimer & Co. June 2013 - Present
Morgan Joseph October 2004 - June 2013
Pinnacle Partners, Inc. June 1998 - September 2003
Bear Stearns April 1994 - June 1998
Smith Barney June 1988 - April 1994
Skills
Alternative Investments, Equity Valuation, Financial Advisory, Financial Analysis, Financial Structuring, IPO, Investment Banking, Mergers, Mergers, Private Equity, Strategic Planning, Valuation, Bonds, Credit Analysis, Debt Restructuring, Financial Markets, Financial Modeling, Investment Strategies, Investments, Portfolio Management, Private Placements, Restructuring, Securities, Strategic Financial..., Strategy
Education
Babson College 1984 — 1987
Bachelor of Science, Finance, Investments
Joseph Guccione's Oppenheimer & Co. Experience May 2009 - May 2011
Job Associate Director at UBS
Industry Financial Services
Experience
UBS October 2014 - Present
Morgan Stanley Smith Barney May 2011 - October 2014
Oppenheimer & Co. May 2009 - May 2011
Deutsche Bank Securities December 2007 - April 2009
Baycrest Partners July 2005 - December 2007
Skills
Series 7, Series 63, Series 65, Series 3, Series 9, Series 10, NY State Life and..., Securities
Education
Binghamton University 2001 — 2005
Bachelor of Arts (B.A.), Economics
New Rochelle High School
UBS October 2014 - Present
Morgan Stanley Smith Barney May 2011 - October 2014
Oppenheimer & Co. May 2009 - May 2011
Deutsche Bank Securities December 2007 - April 2009
Baycrest Partners July 2005 - December 2007
Skills
Series 7, Series 63, Series 65, Series 3, Series 9, Series 10, NY State Life and..., Securities
Education
Binghamton University 2001 — 2005
Bachelor of Arts (B.A.), Economics
New Rochelle High School
Eden Rahman Eden Rahman's Oppenheimer & Co. Experience June 2007 - August 2007
Job Vice President Shipping and Offshore at Crédit Agricole CIB
Industry Investment Banking
Experience
Crédit Agricole CIB September 2015 - Present
Crédit Agricole CIB February 2014 - August 2015
Credit Agricole CIB March 2013 - January 2014
Phoenix Energy Navigation July 2012 - July 2012
MLE Logistic & Chartering Corp. May 2009 - August 2011
Oppenheimer & Co. June 2007 - August 2007
Oppenheimer & Co. June 2006 - August 2006
Education
Cass Business School 2011 — 2012
Master of Science (MSc), Trade and Finance, Merit
State University of New York Maritime College 2010 — 2011
A
Babson College 2004 — 2008
Bachelor of Science (BSc), Finance
Hackley School 2004 — 2008
Crédit Agricole CIB September 2015 - Present
Crédit Agricole CIB February 2014 - August 2015
Credit Agricole CIB March 2013 - January 2014
Phoenix Energy Navigation July 2012 - July 2012
MLE Logistic & Chartering Corp. May 2009 - August 2011
Oppenheimer & Co. June 2007 - August 2007
Oppenheimer & Co. June 2006 - August 2006
Education
Cass Business School 2011 — 2012
Master of Science (MSc), Trade and Finance, Merit
State University of New York Maritime College 2010 — 2011
A
Babson College 2004 — 2008
Bachelor of Science (BSc), Finance
Hackley School 2004 — 2008
Belinda Horton Belinda Horton's Oppenheimer & Co. Experience November 2007 - October 2012
Job Private Events Director at Wingtip by On The Fly
Industry Events Services
Experience
Wingtip by On The Fly January 2015 - Present
Goodrich Events LLC January 2013 - Present
Healthspottr Media LLC February 2013 - February 2015
Oppenheimer & Co. November 2007 - October 2012
CIBC World Markets 2000 - 2007
Gotham City Loft 2004 - 2005
Piderit & Partners June 1997 - July 1998
Sopexa December 1996 - June 1997
PolyGram July 1995 - December 1996
Hughes Hubbard & Reed LLP November 1994 - July 1995
Skills
Non-profits, Public Speaking, Strategic Planning, Corporate Development, Event Management, Relationship Management
Education
Barnard College 1989 — 1994
B.A., Art History
Martha Graham School 1990 — 1993
Reid Hall Paris, France 1992 — 1992
San Francisco Ballet 1986 — 1987
Boston Ballet 1985 — 1987
Walnut Hill School 1985 — 1987
Wingtip by On The Fly January 2015 - Present
Goodrich Events LLC January 2013 - Present
Healthspottr Media LLC February 2013 - February 2015
Oppenheimer & Co. November 2007 - October 2012
CIBC World Markets 2000 - 2007
Gotham City Loft 2004 - 2005
Piderit & Partners June 1997 - July 1998
Sopexa December 1996 - June 1997
PolyGram July 1995 - December 1996
Hughes Hubbard & Reed LLP November 1994 - July 1995
Skills
Non-profits, Public Speaking, Strategic Planning, Corporate Development, Event Management, Relationship Management
Education
Barnard College 1989 — 1994
B.A., Art History
Martha Graham School 1990 — 1993
Reid Hall Paris, France 1992 — 1992
San Francisco Ballet 1986 — 1987
Boston Ballet 1985 — 1987
Walnut Hill School 1985 — 1987
Ming Mui Ming Mui's Oppenheimer & Co. Experience April 2005 - July 2006
Job Portfolio Administrator at Global X Management Company
Industry Investment Management
Experience
Global X Management Company September 2014 - Present
Van Eck Global April 2010 - December 2013
Brown Brothers Harriman November 2009 - March 2010
AllianceBernstein July 2006 - October 2008
Oppenheimer & Co. April 2005 - July 2006
Skills
Microsoft Word, Excel,..., Investments, Trading, Equities, Bloomberg, FX Options, ETFs, Fixed Income, Securities, Portfolio Management, Banking, Fund Accounting, Emerging Markets, Account Reconciliation, Hedge Funds
Education
Baruch College 2001 — 2004
B.B.A, International Marketing
Global X Management Company September 2014 - Present
Van Eck Global April 2010 - December 2013
Brown Brothers Harriman November 2009 - March 2010
AllianceBernstein July 2006 - October 2008
Oppenheimer & Co. April 2005 - July 2006
Skills
Microsoft Word, Excel,..., Investments, Trading, Equities, Bloomberg, FX Options, ETFs, Fixed Income, Securities, Portfolio Management, Banking, Fund Accounting, Emerging Markets, Account Reconciliation, Hedge Funds
Education
Baruch College 2001 — 2004
B.B.A, International Marketing
Steve Manaker's Oppenheimer & Co. Experience July 2013 - Present
Job Managing Director, REIT Analyst at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. July 2013 - Present
Parameter Capital May 2010 - December 2012
Balyasny Asset Management August 2008 - March 2010
New York University June 2004 - 2010
Skills
Real Estate Economics, Asset Managment, Valuation, Investments, Financial Modeling, Capital Markets, Portfolio Management, Equities, Due Diligence, Real Estate Development, Hedge Funds, Real Estate, Equity Research, Private Equity, Alternative Investments, Bloomberg, Real Estate Transactions, Structured Finance, Financial Analysis, DCF, Securities
Education
New York University 1999 — 2000
MS, Real Estate
State University of New York at Binghamton 1984 — 1988
Bachelor of Arts (B.A.), History
Oppenheimer & Co. July 2013 - Present
Parameter Capital May 2010 - December 2012
Balyasny Asset Management August 2008 - March 2010
New York University June 2004 - 2010
Skills
Real Estate Economics, Asset Managment, Valuation, Investments, Financial Modeling, Capital Markets, Portfolio Management, Equities, Due Diligence, Real Estate Development, Hedge Funds, Real Estate, Equity Research, Private Equity, Alternative Investments, Bloomberg, Real Estate Transactions, Structured Finance, Financial Analysis, DCF, Securities
Education
New York University 1999 — 2000
MS, Real Estate
State University of New York at Binghamton 1984 — 1988
Bachelor of Arts (B.A.), History
Michael McTighe, CFA, CMA's Oppenheimer & Co. Experience September 1995 - December 1997
Job Financial Analyst and Consultant
Industry Financial Services
Experience
Contractor, Zest Finance Inc January 2015 - Present
Olympia Capital Markets Group September 2010 - April 2011
Nollenberger Capital July 2006 - December 2007
Brean Murray, Carret & Co. March 2005 - December 2005
First Albany Capital May 2003 - February 2005
CIBC World Markets (formerly Oppenheimer & Co,) 1998 - 2003
Oppenheimer & Co. September 1995 - December 1997
Skills
Equity Research, Equities, Series 7, Hedge Funds, Capital Markets, Equity Valuation, Series 63, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Investments, Trading, Equity Trading, Bloomberg, Corporate Finance, Securities, Due Diligence, Financial Analysis, Asset Allocation, Investment Strategies, Chartered Financial..., Finance, Alternative Investments
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Finance, General
Christian Brothers Academy
Contractor, Zest Finance Inc January 2015 - Present
Olympia Capital Markets Group September 2010 - April 2011
Nollenberger Capital July 2006 - December 2007
Brean Murray, Carret & Co. March 2005 - December 2005
First Albany Capital May 2003 - February 2005
CIBC World Markets (formerly Oppenheimer & Co,) 1998 - 2003
Oppenheimer & Co. September 1995 - December 1997
Skills
Equity Research, Equities, Series 7, Hedge Funds, Capital Markets, Equity Valuation, Series 63, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Investments, Trading, Equity Trading, Bloomberg, Corporate Finance, Securities, Due Diligence, Financial Analysis, Asset Allocation, Investment Strategies, Chartered Financial..., Finance, Alternative Investments
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Finance, General
Christian Brothers Academy
Sandeep Sikka's Oppenheimer & Co. Experience August 2008 - Present
Job Senior Windows / Exchange Administrator at Oppenheimer & Co.
Industry Computer Networking
Experience
Oppenheimer & Co. August 2008 - Present
Skills
Blackberry Enterprise..., DNS, Microsoft Exchange, Active Directory, Windows Server, Symantec Brightmail, Actiance Vantage, Autonomy Message Manager, Microsoft Technologies, Microsoft System Center..., Microsoft Office..., Microsoft PowerShell, VMware ESX, Domain Controller, Virtualization, Citrix, Compliance
Education
Apeejay School 1980 — 1990
New Jersey Institute of Technology
Master's degree, Computer Science
Oppenheimer & Co. August 2008 - Present
Skills
Blackberry Enterprise..., DNS, Microsoft Exchange, Active Directory, Windows Server, Symantec Brightmail, Actiance Vantage, Autonomy Message Manager, Microsoft Technologies, Microsoft System Center..., Microsoft Office..., Microsoft PowerShell, VMware ESX, Domain Controller, Virtualization, Citrix, Compliance
Education
Apeejay School 1980 — 1990
New Jersey Institute of Technology
Master's degree, Computer Science
David Learman's Oppenheimer & Co. Experience December 2006 - January 2008
Job Finance Manager FP&A at Marinette Marine Corporation
Industry Financial Services
Experience
Marinette Marine Corporation July 2013 - Present
Auberry Capital Management August 2011 - June 2013
Apollo Global Management March 2008 - August 2011
Oppenheimer & Co. December 2006 - January 2008
Citigroup August 2004 - June 2006
Pinnacle Investment Advisors September 2003 - August 2004
Skills
Private Equity, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equities, Hedge Funds, Bloomberg, Capital Markets, Due Diligence, Fixed Income, Alternative Investments, Emerging Markets, Mergers & Acquisitions, Finance
Education
Arizona State University, W. P. Carey School of Business 2001 — 2004
Bachelor of Science (B.S.), Finance, 3.84 GPA
Luther Preparatory School
Marinette Marine Corporation July 2013 - Present
Auberry Capital Management August 2011 - June 2013
Apollo Global Management March 2008 - August 2011
Oppenheimer & Co. December 2006 - January 2008
Citigroup August 2004 - June 2006
Pinnacle Investment Advisors September 2003 - August 2004
Skills
Private Equity, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equities, Hedge Funds, Bloomberg, Capital Markets, Due Diligence, Fixed Income, Alternative Investments, Emerging Markets, Mergers & Acquisitions, Finance
Education
Arizona State University, W. P. Carey School of Business 2001 — 2004
Bachelor of Science (B.S.), Finance, 3.84 GPA
Luther Preparatory School
Roman Shevorykin's Oppenheimer & Co. Experience January 2007 - January 2008
Job Associate at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase September 2011 - December 2013
JPMorganChase July 2009 - August 2011
JPMorgan Chase February 2008 - June 2009
Oppenheimer & Co. January 2007 - January 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (MBA), Finance & International Business
City University of New York-Baruch College 2005 — 2009
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase January 2014 - Present
JPMorgan Chase September 2011 - December 2013
JPMorganChase July 2009 - August 2011
JPMorgan Chase February 2008 - June 2009
Oppenheimer & Co. January 2007 - January 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (MBA), Finance & International Business
City University of New York-Baruch College 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Vasilios M. Kofitsas's Oppenheimer & Co. Experience February 2007 - January 2008
Job Senior Director at Back Bay Life Science Advisors
Industry Management Consulting
Experience
Back Bay Life Science Advisors June 2015 - Present
Back Bay Life Science Advisors March 2014 - June 2015
Back Bay Life Science Advisors October 2011 - February 2014
Back Bay Life Science Advisors September 2010 - September 2011
Various life science companies March 2008 - July 2010
Oppenheimer & Co. February 2007 - January 2008
Leerink Swann November 1999 - December 2006
Skills
Corporate Development, Business Strategy, Business Development, Mergers, Valuation, Licensing, Due Diligence, Licensing Negotiations, Biotechnology, Pharmaceutical Industry, Medical Devices, Medical Diagnostics, Life Science Industry, Financial Modeling, Strategy, Lifesciences, Investment Banking
Education
Babson College 1994 — 1997
BS, Finance, Economics, Investments
Boston Latin School 1988 — 1994
High School
Back Bay Life Science Advisors June 2015 - Present
Back Bay Life Science Advisors March 2014 - June 2015
Back Bay Life Science Advisors October 2011 - February 2014
Back Bay Life Science Advisors September 2010 - September 2011
Various life science companies March 2008 - July 2010
Oppenheimer & Co. February 2007 - January 2008
Leerink Swann November 1999 - December 2006
Skills
Corporate Development, Business Strategy, Business Development, Mergers, Valuation, Licensing, Due Diligence, Licensing Negotiations, Biotechnology, Pharmaceutical Industry, Medical Devices, Medical Diagnostics, Life Science Industry, Financial Modeling, Strategy, Lifesciences, Investment Banking
Education
Babson College 1994 — 1997
BS, Finance, Economics, Investments
Boston Latin School 1988 — 1994
High School
Paul DeMartino's Oppenheimer & Co. Experience 1993 - 1995
Job Web product manager
Industry Financial Services
Experience
Portfolio123.com June 2010 - Present
Reuters May 2004 - June 2008
Reuters July 2004 - May 2006
Moody's January 2004 - July 2004
MMDTS January 2002 - December 2003
Value Line January 2003 - July 2003
Multex.com January 2000 - July 2001
Value Line January 1996 - July 1998
Oppenheimer & Co. 1993 - 1995
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA), Finance and Economics
Binghamton University 1987 — 1992
Stuyvesant High School 1983 — 1987
Portfolio123.com June 2010 - Present
Reuters May 2004 - June 2008
Reuters July 2004 - May 2006
Moody's January 2004 - July 2004
MMDTS January 2002 - December 2003
Value Line January 2003 - July 2003
Multex.com January 2000 - July 2001
Value Line January 1996 - July 1998
Oppenheimer & Co. 1993 - 1995
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA), Finance and Economics
Binghamton University 1987 — 1992
Stuyvesant High School 1983 — 1987
Anupam Rama's Oppenheimer & Co. Experience March 2008 - August 2010
Job Vice President, Biotechnology Equity Research at JP Morgan
Industry Biotechnology
Experience
JP Morgan August 2010 - Present
Oppenheimer & Co. March 2008 - August 2010
Datamonitor June 2007 - March 2008
Leerink Swann December 2005 - May 2007
Decision Resources August 2005 - November 2005
Skills
Equity Research, Mergers & Acquisitions, Valuation, Biotechnology, Due Diligence
Education
Boston University 2004 — 2005
MPH, Master of Public Health
Boston University 1999 — 2004
BS, Human Physiology
JP Morgan August 2010 - Present
Oppenheimer & Co. March 2008 - August 2010
Datamonitor June 2007 - March 2008
Leerink Swann December 2005 - May 2007
Decision Resources August 2005 - November 2005
Skills
Equity Research, Mergers & Acquisitions, Valuation, Biotechnology, Due Diligence
Education
Boston University 2004 — 2005
MPH, Master of Public Health
Boston University 1999 — 2004
BS, Human Physiology
Cliff Nguyen's Oppenheimer & Co. Experience June 2009 - October 2010
Job Corporate Development Manager at Base Entertainment
Industry Capital Markets
Experience
Base Entertainment July 2015 - Present
Citigroup October 2010 - May 2014
Oppenheimer & Co. June 2009 - October 2010
Banc of America Securities June 2008 - March 2009
Pipe Dream April 2007 - May 2008
BAE Systems June 2007 - August 2007
Skills
Investment Banking
Education
Binghamton University - School of Management 2004 — 2008
BS, Financial Engineering
Herricks 2000 — 2004
Base Entertainment July 2015 - Present
Citigroup October 2010 - May 2014
Oppenheimer & Co. June 2009 - October 2010
Banc of America Securities June 2008 - March 2009
Pipe Dream April 2007 - May 2008
BAE Systems June 2007 - August 2007
Skills
Investment Banking
Education
Binghamton University - School of Management 2004 — 2008
BS, Financial Engineering
Herricks 2000 — 2004
Albert Fedorov's Oppenheimer & Co. Experience July 1998 - Present
Job Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. July 1998 - Present
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
Oppenheimer & Co. July 1998 - Present
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
Shawn Simmons's Oppenheimer & Co. Experience April 2009 - Present
Job Director Semiconductor Equity Research at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. April 2009 - Present
KRG Capital October 2008 - December 2008
Republic Financial Corporation June 2008 - September 2008
Keating Investments, LLC February 2008 - May 2008
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Bloomberg, Equity Research, Capital IQ, Business Valuation, Securities, Asset Management, Equity Valuation, Hedge Funds, Equities, Capital Markets, Investment Banking, Private Equity, Series 7
Education
University of Denver - Daniels College of Business 2006 — 2009
BSBA
Arizona State University 2005 — 2006
Oppenheimer & Co. April 2009 - Present
KRG Capital October 2008 - December 2008
Republic Financial Corporation June 2008 - September 2008
Keating Investments, LLC February 2008 - May 2008
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Bloomberg, Equity Research, Capital IQ, Business Valuation, Securities, Asset Management, Equity Valuation, Hedge Funds, Equities, Capital Markets, Investment Banking, Private Equity, Series 7
Education
University of Denver - Daniels College of Business 2006 — 2009
BSBA
Arizona State University 2005 — 2006
Richard Ludwicki's Oppenheimer & Co. Experience September 2003 - May 2005
Job Manager; Asset Transfer Operations at Etrade Financial
Industry Financial Services
Experience
E*TRADE Clearing, LLC October 2009 - Present
E*TRADE Financial May 2007 - November 2009
Etrade Financial October 2006 - May 2007
TD Waterhouse May 2005 - September 2006
Oppenheimer & Co. September 2003 - May 2005
Skills
Securities, Call Centers, Training, Management, Outsourcing, Series 24, Financial Services, Series 7, Series 63, Risk Management, FINRA, Mutual Funds, Fixed Income, Equities, Back Office, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
Mount Saint Michael Academy 1991 — 1995
Mount Saint Michael Academy
E*TRADE Clearing, LLC October 2009 - Present
E*TRADE Financial May 2007 - November 2009
Etrade Financial October 2006 - May 2007
TD Waterhouse May 2005 - September 2006
Oppenheimer & Co. September 2003 - May 2005
Skills
Securities, Call Centers, Training, Management, Outsourcing, Series 24, Financial Services, Series 7, Series 63, Risk Management, FINRA, Mutual Funds, Fixed Income, Equities, Back Office, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
Mount Saint Michael Academy 1991 — 1995
Mount Saint Michael Academy
michael frankel's Oppenheimer & Co. Experience March 2008 - February 2012
Job Corporate trader at Maxim group
Industry Capital Markets
Experience
Maxim group December 2014 - Present
Hapoalim Securities USA February 2012 - October 2014
Hapoalim Securities USAM February 2012 - October 2014
Oppenheimer & Co. March 2008 - February 2012
advest 1996 - 2006
Skills
Series 7, Series 63, Bonds, Trading, Fixed Income, Series 24, Bloomberg, Securities, Electronic Trading, Capital Markets, Options, Equities, FINRA, Trading Systems, Hedge Funds, Structured Products, Derivatives, Financial Markets, Portfolio Management, Proprietary Trading, Asset Allocation, High Yield, Asset Management, Equity Trading, Investment Banking, Private Equity, Investment Strategies, Investments, Emerging Markets, CDS, Alternative Investments, Mutual Funds, Bloomberg Terminal, Credit
Education
Baruch College, City University of New York (CUNY)
Maxim group December 2014 - Present
Hapoalim Securities USA February 2012 - October 2014
Hapoalim Securities USAM February 2012 - October 2014
Oppenheimer & Co. March 2008 - February 2012
advest 1996 - 2006
Skills
Series 7, Series 63, Bonds, Trading, Fixed Income, Series 24, Bloomberg, Securities, Electronic Trading, Capital Markets, Options, Equities, FINRA, Trading Systems, Hedge Funds, Structured Products, Derivatives, Financial Markets, Portfolio Management, Proprietary Trading, Asset Allocation, High Yield, Asset Management, Equity Trading, Investment Banking, Private Equity, Investment Strategies, Investments, Emerging Markets, CDS, Alternative Investments, Mutual Funds, Bloomberg Terminal, Credit
Education
Baruch College, City University of New York (CUNY)
Ruslana Elman's Oppenheimer & Co. Experience July 1988 - March 1989
Job Founder at Fit Schedule Inc.
Industry Information Technology and Services
Experience
Fit Schedule Inc. January 2012 - Present
Deductive Systems Inc. 1995 - Present
Schroders August 1994 - April 1997
Americorp February 1993 - July 1994
PaineWebber March 1989 - January 1993
Oppenheimer & Co. July 1988 - March 1989
Education
Baruch College, City University of New York (CUNY)
Fit Schedule Inc. January 2012 - Present
Deductive Systems Inc. 1995 - Present
Schroders August 1994 - April 1997
Americorp February 1993 - July 1994
PaineWebber March 1989 - January 1993
Oppenheimer & Co. July 1988 - March 1989
Education
Baruch College, City University of New York (CUNY)
Tim Z's Oppenheimer & Co. Experience August 2003 - November 2003
Job Operational Analyst (VP) at Citi
Industry Capital Markets
Experience
Citi April 2005 - Present
Oppenheimer & Co. August 2003 - November 2003
Education
Binghamton University - School of Management 1999 — 2003
Bachelor's degree, Finance, General
Citi April 2005 - Present
Oppenheimer & Co. August 2003 - November 2003
Education
Binghamton University - School of Management 1999 — 2003
Bachelor's degree, Finance, General
Joanna Gajuk's Oppenheimer & Co. Experience August 2005 - March 2008
Job Equity Research Analyst
Industry Financial Services
Experience
Bank of America July 2008 - Present
Oppenheimer & Co. August 2005 - March 2008
Oppenheimer & Co. June 2004 - August 2005
Wärtsilä April 2001 - June 2001
AIESEC 1997 - 2001
AIESEC Local Committee Kraków 1998 - 1999
Skills
Bloomberg, Equity Research, Valuation, Financial Modeling, Investments, Economics, Equities, Capital Markets, Financial Analysis, Series 7, Asset Managment, Due Diligence, Asset Management, Analysis, Competitive Analysis, Finance, Mergers
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Investments Management
1996 — 2001
Bachelor's, International Economic and Political Relations
広島経済大学 2000 — 2000
1 semester, Economics
Bank of America July 2008 - Present
Oppenheimer & Co. August 2005 - March 2008
Oppenheimer & Co. June 2004 - August 2005
Wärtsilä April 2001 - June 2001
AIESEC 1997 - 2001
AIESEC Local Committee Kraków 1998 - 1999
Skills
Bloomberg, Equity Research, Valuation, Financial Modeling, Investments, Economics, Equities, Capital Markets, Financial Analysis, Series 7, Asset Managment, Due Diligence, Asset Management, Analysis, Competitive Analysis, Finance, Mergers
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Investments Management
1996 — 2001
Bachelor's, International Economic and Political Relations
広島経済大学 2000 — 2000
1 semester, Economics
Roman Yakubov's Oppenheimer & Co. Experience 2000 - 2007
Job Business Development expert with blended expertise in sales, relationship management, product management and marketing
Industry Investment Management
Experience
Scottrade 2014 - Present
Trader/Investor 2012 - 2014
Bank of America Merrill Lynch 2011 - 2012
EWG 2010 - 2010
Natixis Global Asset Management 2008 - 2010
Capita Financial Group 2007 - 2008
Oppenheimer & Co. 2000 - 2007
Skills
Mutual Funds, Financial Services, Sales Management, Wealth Management, Finance, Asset Allocation, Financial Markets, Business Strategy, Management, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Managerial Experience, Series 7, Series 66, ETFs, Product Strategy, Closed-end Funds, Investment Strategies, Investment Advisory, New Business Development, Team Leadership, Wholesale, Project Management, Project Planning, International Marketing, International Project..., Third party distribution, RFP, RFI, Trading, Business Development, Siebel, Sage CRM, Bloomberg, Microsoft Office, Business Relationship..., DDQ, Unit Investment Trusts
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2002
BBA, Finance / Investments
University of Maryland University College
MBA
Scottrade 2014 - Present
Trader/Investor 2012 - 2014
Bank of America Merrill Lynch 2011 - 2012
EWG 2010 - 2010
Natixis Global Asset Management 2008 - 2010
Capita Financial Group 2007 - 2008
Oppenheimer & Co. 2000 - 2007
Skills
Mutual Funds, Financial Services, Sales Management, Wealth Management, Finance, Asset Allocation, Financial Markets, Business Strategy, Management, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Managerial Experience, Series 7, Series 66, ETFs, Product Strategy, Closed-end Funds, Investment Strategies, Investment Advisory, New Business Development, Team Leadership, Wholesale, Project Management, Project Planning, International Marketing, International Project..., Third party distribution, RFP, RFI, Trading, Business Development, Siebel, Sage CRM, Bloomberg, Microsoft Office, Business Relationship..., DDQ, Unit Investment Trusts
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2002
BBA, Finance / Investments
University of Maryland University College
MBA
Dominick Andreassi's Oppenheimer & Co. Experience 1992 - 1995
Job Examiner at FINRA
Industry Financial Services
Experience
FINRA September 2013 - Present
Louis Capital Markets LP March 2007 - February 2013
HSBC 2000 - 2007
BBV Latinvest Securities March 1995 - August 1998
Oppenheimer & Co. 1992 - 1995
Skills
Ability to manage staff..., Project Management, Client Relations Skills, Business Planning, Securities, Equities, Series 7, Prime Brokerage, Derivatives, Fixed Income, Bloomberg, Hedge Funds, FINRA, FX Options, Equity Trading, Trading Systems, Trading, Capital Markets, Back Office, Electronic Trading, Securities Lending, ETFs, Options, Equity Derivatives, Financial Markets, Swaps, Bonds, Proprietary Trading, Collateral Management, Settlement, Commodity
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2003
Bachelor of Business Administration (BBA)
FINRA September 2013 - Present
Louis Capital Markets LP March 2007 - February 2013
HSBC 2000 - 2007
BBV Latinvest Securities March 1995 - August 1998
Oppenheimer & Co. 1992 - 1995
Skills
Ability to manage staff..., Project Management, Client Relations Skills, Business Planning, Securities, Equities, Series 7, Prime Brokerage, Derivatives, Fixed Income, Bloomberg, Hedge Funds, FINRA, FX Options, Equity Trading, Trading Systems, Trading, Capital Markets, Back Office, Electronic Trading, Securities Lending, ETFs, Options, Equity Derivatives, Financial Markets, Swaps, Bonds, Proprietary Trading, Collateral Management, Settlement, Commodity
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2003
Bachelor of Business Administration (BBA)
Ken Beishir's Oppenheimer & Co. Experience March 1994 - March 1998
Job Specialist, RealTime Operations at Calpine
Industry Utilities
Experience
Calpine August 2015 - Present
Calpine November 2014 - August 2015
Calpine September 2006 - November 2014
JPMorgan Chase 2004 - 2006
Royce Builders September 2003 - September 2004
Peace Corps February 2000 - April 2003
Merrill Lynch March 1998 - June 1999
Oppenheimer & Co. March 1994 - March 1998
Merrill Lynch November 1990 - March 1994
Skills
Financial Analysis, Energy, Due Diligence, Corporate Finance, Power Generation, Energy Markets, Electricity Markets, NERC, Finance, Steam Turbines, Power Plants, Electric Power, Energy Management, Power Systems, Energy Industry, Hedging, Smart Grid, Alternative Energy, Energy Policy, Gas, Wind, Electricity, Solar Energy, Derivatives, Commodity Risk..., Demand Response, Cogeneration, Options, Market Risk, Gas Turbines, Turbines
Education
Texas A&M University 1986 — 1990
Bachelor of Business Administration, Finance
Longview High School 1982 — 1986
Poltava Cooperative Institute 2000 — 2003
Peace Corps Volunteer
Calpine August 2015 - Present
Calpine November 2014 - August 2015
Calpine September 2006 - November 2014
JPMorgan Chase 2004 - 2006
Royce Builders September 2003 - September 2004
Peace Corps February 2000 - April 2003
Merrill Lynch March 1998 - June 1999
Oppenheimer & Co. March 1994 - March 1998
Merrill Lynch November 1990 - March 1994
Skills
Financial Analysis, Energy, Due Diligence, Corporate Finance, Power Generation, Energy Markets, Electricity Markets, NERC, Finance, Steam Turbines, Power Plants, Electric Power, Energy Management, Power Systems, Energy Industry, Hedging, Smart Grid, Alternative Energy, Energy Policy, Gas, Wind, Electricity, Solar Energy, Derivatives, Commodity Risk..., Demand Response, Cogeneration, Options, Market Risk, Gas Turbines, Turbines
Education
Texas A&M University 1986 — 1990
Bachelor of Business Administration, Finance
Longview High School 1982 — 1986
Poltava Cooperative Institute 2000 — 2003
Peace Corps Volunteer
Dan Floersheimer's Oppenheimer & Co. Experience 1987 - 1995
Job Owner, Augmentum Advisors LLC
Industry Financial Services
Experience
Augmentum Advisors LLC 2005 - Present
Grayson Burger & Co. 1995 - 2005
Oppenheimer & Co. 1987 - 1995
Bear Stearns & Co. 1981 - 1987
Skills
Entrepreneurship, Strategic Planning, Business Strategy, Start-ups, Mergers, Private Equity, Process Improvement, Strategy, Investments, Mergers & Acquisitions
Education
Boston College 1977 — 1981
American International School of Zurich, Switzerland 1973 — 1977
High School diploma
Augmentum Advisors LLC 2005 - Present
Grayson Burger & Co. 1995 - 2005
Oppenheimer & Co. 1987 - 1995
Bear Stearns & Co. 1981 - 1987
Skills
Entrepreneurship, Strategic Planning, Business Strategy, Start-ups, Mergers, Private Equity, Process Improvement, Strategy, Investments, Mergers & Acquisitions
Education
Boston College 1977 — 1981
American International School of Zurich, Switzerland 1973 — 1977
High School diploma
Jian P Chen, CFA's Oppenheimer & Co. Experience April 2009 - March 2010
Job OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
Jefferies Group, LLC June 2011 - December 2014
Bank of America Merrill Lynch June 2010 - May 2011
Oppenheimer & Co. April 2009 - March 2010
Bear Stearns February 2001 - August 2008
Sullivan & Cromwell LLP February 2000 - February 2001
Zurich Financial Services January 1999 - February 2000
Rochdale Securities April 1997 - June 1998
Skills
Equities, Emerging Markets, Valuation, Hedge Funds, Equity Research, Credit Risk, Strategy, Portfolio Management, Finance, Financial Modeling, Bloomberg, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Information System Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
OppenheimerFunds December 2014 - Present
Jefferies Group, LLC June 2011 - December 2014
Bank of America Merrill Lynch June 2010 - May 2011
Oppenheimer & Co. April 2009 - March 2010
Bear Stearns February 2001 - August 2008
Sullivan & Cromwell LLP February 2000 - February 2001
Zurich Financial Services January 1999 - February 2000
Rochdale Securities April 1997 - June 1998
Skills
Equities, Emerging Markets, Valuation, Hedge Funds, Equity Research, Credit Risk, Strategy, Portfolio Management, Finance, Financial Modeling, Bloomberg, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Information System Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Jubil Jacob's Oppenheimer & Co. Experience August 2011 - Present
Job Assistant Vice President at Oppenheimer & Co.
Industry Accounting
Experience
Oppenheimer & Co. August 2011 - Present
JPMorgan Chase April 2008 - August 2011
Rockefeller & Co., Inc. April 2007 - April 2008
Kimco Realty Corporation February 2006 - April 2007
Skills
Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Equities
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BA, Accounting
Oppenheimer & Co. August 2011 - Present
JPMorgan Chase April 2008 - August 2011
Rockefeller & Co., Inc. April 2007 - April 2008
Kimco Realty Corporation February 2006 - April 2007
Skills
Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Equities
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BA, Accounting
Neil Ganz's Oppenheimer & Co. Experience 2003 - 2005
Job Sr. Software Developer at Unbeatablesale.Com
Industry Information Technology and Services
Experience
Unbeatablesale.Com April 2015 - Present
DealerTrack October 2011 - April 2015
Barclays Capital October 2009 - September 2011
CHS Payroll February 2009 - October 2009
UBS Investment Bank April 2005 - February 2009
Oppenheimer & Co. 2003 - 2005
CIBC World Markets 2000 - 2003
Prudential Financial 1997 - 2000
Skills
Software Development, C#, WCF Services, REST, ASP.NET MVC, Razor, ASP.NET AJAX, Oracle SQL, Microsoft SQL Server, Sybase, CSS Javascript, jQuery, Java, SDLC, Business Intelligence, Automotive, Credit Bureau, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives
Education
COPE Institute 1997 — 1997
Diploma, Computer Programming
Beth Medrash Govoha 1992 — 1996
Master's degree, Rabbinical and Talmudic Studies
Unbeatablesale.Com April 2015 - Present
DealerTrack October 2011 - April 2015
Barclays Capital October 2009 - September 2011
CHS Payroll February 2009 - October 2009
UBS Investment Bank April 2005 - February 2009
Oppenheimer & Co. 2003 - 2005
CIBC World Markets 2000 - 2003
Prudential Financial 1997 - 2000
Skills
Software Development, C#, WCF Services, REST, ASP.NET MVC, Razor, ASP.NET AJAX, Oracle SQL, Microsoft SQL Server, Sybase, CSS Javascript, jQuery, Java, SDLC, Business Intelligence, Automotive, Credit Bureau, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives
Education
COPE Institute 1997 — 1997
Diploma, Computer Programming
Beth Medrash Govoha 1992 — 1996
Master's degree, Rabbinical and Talmudic Studies
Abigail Boyd's Oppenheimer & Co. Experience February 2007 - April 2008
Job Vice President, Legal and Compliance Division
Industry Financial Services
Experience
Morgan Stanley Enforcement InternCommodity Futures Trading Commission
Kroll October 2008 - March 2009
FINRA May 2008 - August 2008
Oppenheimer & Co. February 2007 - April 2008
Domaine Select Wine Estates April 2004 - May 2006
Education
New York Law School 2006 — 2009
Babson College
PJ
Morgan Stanley Enforcement InternCommodity Futures Trading Commission
Kroll October 2008 - March 2009
FINRA May 2008 - August 2008
Oppenheimer & Co. February 2007 - April 2008
Domaine Select Wine Estates April 2004 - May 2006
Education
New York Law School 2006 — 2009
Babson College
PJ
Ksenia Lewoniec-Capriles's Oppenheimer & Co. Experience InternNorthwestern MutualJanuary 2008 - May 2008
Job Broker at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. InternNorthwestern MutualJanuary 2008 - May 2008
Education
Master's, Banking and Finance
Baruch College, City University of New York (CUNY)
BBA, Finance and Investments
Oppenheimer & Co. InternNorthwestern MutualJanuary 2008 - May 2008
Education
Master's, Banking and Finance
Baruch College, City University of New York (CUNY)
BBA, Finance and Investments
Karen Ubelhart's Oppenheimer & Co. Experience 1984 - 1987
Job Industry AnalystIndustrials at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2010 - Present
Bloomberg February 2009 - December 2009
Lehman Brothers Inc January 2006 - September 2008
Government of Singapore Investment Corp (GIC) June 2001 - February 2005
Goldman Sachs International March 1998 - December 1999
Lehman 1988 - 1998
Oppenheimer & Co. 1984 - 1987
Salomon Brothers Inc 1979 - 1983
Skills
Equity Research, Equities, Bloomberg, Analytics, Portfolio Management, Fixed Income, Valuation, Capital Markets, Financial Markets, Investment Banking, Asset Management
Education
Allegheny College 1973 — 1978
B.S., Economics
Bloomberg LP January 2010 - Present
Bloomberg February 2009 - December 2009
Lehman Brothers Inc January 2006 - September 2008
Government of Singapore Investment Corp (GIC) June 2001 - February 2005
Goldman Sachs International March 1998 - December 1999
Lehman 1988 - 1998
Oppenheimer & Co. 1984 - 1987
Salomon Brothers Inc 1979 - 1983
Skills
Equity Research, Equities, Bloomberg, Analytics, Portfolio Management, Fixed Income, Valuation, Capital Markets, Financial Markets, Investment Banking, Asset Management
Education
Allegheny College 1973 — 1978
B.S., Economics
David Frand's Oppenheimer & Co. Experience May 2004 - January 2007
Job OWNER at ARMD CONSULTANTS, LLC
Industry Financial Services
Experience
ARMD CONSULTANTS, LLC April 2004 - Present
Oppenheimer & Co. May 2004 - January 2007
Merrill Lynch August 2001 - February 2004
Skills
Strategic Planning, Investments, Customer Service, New Business Development, Marketing, Microsoft Office, Retirement Planning, Strategic Financial..., Project Management, Small Business, Team Building, Microsoft Excel, Marketing Strategy, Sales, Insurance, Sales Management, Negotiation, Estate Planning, Public Speaking, Financial Analysis
Education
Parsons School of Design 1981 — 1981
Binghamton University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
ARMD CONSULTANTS, LLC April 2004 - Present
Oppenheimer & Co. May 2004 - January 2007
Merrill Lynch August 2001 - February 2004
Skills
Strategic Planning, Investments, Customer Service, New Business Development, Marketing, Microsoft Office, Retirement Planning, Strategic Financial..., Project Management, Small Business, Team Building, Microsoft Excel, Marketing Strategy, Sales, Insurance, Sales Management, Negotiation, Estate Planning, Public Speaking, Financial Analysis
Education
Parsons School of Design 1981 — 1981
Binghamton University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Efrat Tavivian's Oppenheimer & Co. Experience 2007 - 2008
Job at MTD Development & Investments Ltd.
Industry Banking
Experience
MTD Development & Investments Ltd. January 2010 - Present
Marco Polo Partners August 2008 - December 2009
Oppenheimer & Co. 2007 - 2008
Education
Bar-Ilan University 2010 — 2011
MA, Law
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelors in Science, Finance, Math
MTD Development & Investments Ltd. January 2010 - Present
Marco Polo Partners August 2008 - December 2009
Oppenheimer & Co. 2007 - 2008
Education
Bar-Ilan University 2010 — 2011
MA, Law
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelors in Science, Finance, Math
Kevin Heller's Oppenheimer & Co. Experience 1997 - 1998
Job Senior Vice President Marketing at James Alpha Management
Industry Financial Services
Experience
James Alpha Management June 2015 - Present
Beech Street Advisors October 2012 - May 2015
Focus Asset Management April 1998 - September 2012
Oppenheimer & Co. 1997 - 1998
Prudential Securities 1996 - 1997
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Asset Management, Portfolio Management, Investments, Due Diligence, Operational Due..., Fund Of Funds, Alternative Investments, Capital Markets, Asset Allocation, Investment Strategies, Bloomberg, Managed Futures, Investment Advisory, Wealth Management, Investor Relations, Marketing, Asset Raising, Asset Managment, Equities, Venture Capital, Investment Management, Bonds, Investment Banking, Mutual Funds, Trading, Strategy, Equity Derivatives, Fixed Income, Start-ups, Institutional..., Finance, Securities, Derivatives, Emerging Markets, Financial Advisory
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Finance
University at Albany, SUNY 1986 — 1990
BS, Business Administration
Long Beach High School 1982 — 1986
James Alpha Management June 2015 - Present
Beech Street Advisors October 2012 - May 2015
Focus Asset Management April 1998 - September 2012
Oppenheimer & Co. 1997 - 1998
Prudential Securities 1996 - 1997
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Asset Management, Portfolio Management, Investments, Due Diligence, Operational Due..., Fund Of Funds, Alternative Investments, Capital Markets, Asset Allocation, Investment Strategies, Bloomberg, Managed Futures, Investment Advisory, Wealth Management, Investor Relations, Marketing, Asset Raising, Asset Managment, Equities, Venture Capital, Investment Management, Bonds, Investment Banking, Mutual Funds, Trading, Strategy, Equity Derivatives, Fixed Income, Start-ups, Institutional..., Finance, Securities, Derivatives, Emerging Markets, Financial Advisory
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Finance
University at Albany, SUNY 1986 — 1990
BS, Business Administration
Long Beach High School 1982 — 1986
Jeffrey Grill's Oppenheimer & Co. Experience 1994 - 2004
Job New Business Development/Sales at Pioneer Contract Services
Industry Oil & Energy
Experience
Pioneer Contract Services September 2013 - Present
Contract Resource Group January 2005 - August 2013
Oppenheimer & Co. 1994 - 2004
Skills
New Business Development, Sales Management, Contract Negotiation, Customer Relations, Negotiation, Strategic Planning, Space Planning, Furniture, Consultative Selling, Contract Management, Account Management, Sales, Customer Service, Sales Operations, Business Development, Selling, Furnishings, B2B, Sales Presentations, Move Management, Management, Sales Process, Budgets, Project Management, Operations Management, CRM, Income Statement, Space planning, Marketing, Key Account Management, Direct Sales, Cold Calling, Retail, Strategy, Business Planning, Forecasting, Market Planning, Start-ups, P&L Management, Executive Management, Strategic Partnerships, Product Marketing, Cross-functional Team...
Education
Wilmington College 1983 — 1986
MBA, Marketing
Bloomsburg University of Pennsylvania 1975 — 1979
BS, Accounting
Pioneer Contract Services September 2013 - Present
Contract Resource Group January 2005 - August 2013
Oppenheimer & Co. 1994 - 2004
Skills
New Business Development, Sales Management, Contract Negotiation, Customer Relations, Negotiation, Strategic Planning, Space Planning, Furniture, Consultative Selling, Contract Management, Account Management, Sales, Customer Service, Sales Operations, Business Development, Selling, Furnishings, B2B, Sales Presentations, Move Management, Management, Sales Process, Budgets, Project Management, Operations Management, CRM, Income Statement, Space planning, Marketing, Key Account Management, Direct Sales, Cold Calling, Retail, Strategy, Business Planning, Forecasting, Market Planning, Start-ups, P&L Management, Executive Management, Strategic Partnerships, Product Marketing, Cross-functional Team...
Education
Wilmington College 1983 — 1986
MBA, Marketing
Bloomsburg University of Pennsylvania 1975 — 1979
BS, Accounting
Ken Tu's Oppenheimer & Co. Experience May 2005 - September 2009
Job consultant/self employed
Industry Financial Services
Experience
Oppenheimer & Co. May 2005 - September 2009
BuyandHold.com A division of Freedom Investment December 1999 - May 2003
Skills
Financial Modeling, Securities, Tax
Education
Baruch College, City University of New York (CUNY) 1995 — 2009
BA, Business Management
Oppenheimer & Co. May 2005 - September 2009
BuyandHold.com A division of Freedom Investment December 1999 - May 2003
Skills
Financial Modeling, Securities, Tax
Education
Baruch College, City University of New York (CUNY) 1995 — 2009
BA, Business Management
Stephen Schwartz's Oppenheimer & Co. Experience November 2001 - November 2008
Job CEO at Criterion Management LLC.
Industry Financial Services
Experience
Criterion Management LLC. January 2009 - Present
Oppenheimer & Co. November 2001 - November 2008
Prime Charter Ltd. March 1990 - November 2001
Wertheim Schroeder May 1989 - March 1990
Drexel Burham Lambert February 1988 - May 1989
LF Rothschild February 1982 - February 1988
Lehman Brothers July 1978 - February 1982
Skills
Wealth Management, Finance, Brokerage, Investment Banking, Competitive Analysis, Alternative Investments, Recruiting, Series 7, Private Equity, Securities, Series 63, Hedge Funds, Financial Planning, Asset Allocation, Investment Advisory
Education
State University of New York College at Brockport 1974 — 1976
BS, finance and economics
Alfred State College - SUNY College of Technology 1971 — 1973
AAS, Accounting
Criterion Management LLC. January 2009 - Present
Oppenheimer & Co. November 2001 - November 2008
Prime Charter Ltd. March 1990 - November 2001
Wertheim Schroeder May 1989 - March 1990
Drexel Burham Lambert February 1988 - May 1989
LF Rothschild February 1982 - February 1988
Lehman Brothers July 1978 - February 1982
Skills
Wealth Management, Finance, Brokerage, Investment Banking, Competitive Analysis, Alternative Investments, Recruiting, Series 7, Private Equity, Securities, Series 63, Hedge Funds, Financial Planning, Asset Allocation, Investment Advisory
Education
State University of New York College at Brockport 1974 — 1976
BS, finance and economics
Alfred State College - SUNY College of Technology 1971 — 1973
AAS, Accounting
Clint Marchese's Oppenheimer & Co. Experience January 2010 - June 2012
Job MIT Sloan MBA Candidate
Industry Venture Capital & Private Equity
Experience
Red Frog Events June 2015 - August 2015
North Bridge Growth Equity July 2012 - July 2014
Oppenheimer & Co. January 2010 - June 2012
America's Growth Capital June 2009 - December 2009
New England Patriots 2006 - 2007
Skills
Private Equity, Bloomberg, Venture Capital, Financial Modeling, Corporate Development, Valuation, Investment Banking, Financial Analysis, Emerging Markets, Equities, Leveraged Finance, Due Diligence, Portfolio Management, Economics, Corporate Finance, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Amherst College 2005 — 2009
Bachelor of Arts (BA), Economics
Waltham High School 2001 — 2005
Red Frog Events June 2015 - August 2015
North Bridge Growth Equity July 2012 - July 2014
Oppenheimer & Co. January 2010 - June 2012
America's Growth Capital June 2009 - December 2009
New England Patriots 2006 - 2007
Skills
Private Equity, Bloomberg, Venture Capital, Financial Modeling, Corporate Development, Valuation, Investment Banking, Financial Analysis, Emerging Markets, Equities, Leveraged Finance, Due Diligence, Portfolio Management, Economics, Corporate Finance, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Amherst College 2005 — 2009
Bachelor of Arts (BA), Economics
Waltham High School 2001 — 2005
Scott Abry's Oppenheimer & Co. Experience 1989 - 2003
Job Chief Executive Officer at Steward Partners Consulting Solutions
Industry Financial Services
Experience
Steward Partners Consulting Solutions January 2014 - Present
Den for Grieving Kids 2010 - Present
Peter Harrison and Associates December 2011 - July 2015
Abry Advisors October 2011 - January 2014
Morgan Stanley January 2011 - September 2011
Morgan Stanley Smith Barney 2007 - January 2011
Smith Barney February 2004 - February 2007
Oppenheimer & Co. 1989 - 2003
Skills
Wealth Management, Investment Strategies, Financial Advisory, Financial Services, Separately Managed..., Series 65, Series 7, Series 24, Series 63, Alternative Investments, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, FINRA, Executive Placements, Leadership, Investments, Asset Management, Equities, Securities, Strategic Financial..., Hedge Funds, Retirement Planning, Investment Management, Fixed Income, Portfolio Management, Capital Markets, Private Equity, Investment Banking, Financial Analysis, 401k, Retirement, Bonds, Options, Trading, Financial Markets, High Net Worth..., Wealth Management..., Wealth, Relationship Management, Fixed Annuities, Bloomberg, Estate Planning, Private Banking, Business Development, Equity Research, Finance, Financial Planning
Education
American University 1981 — 1985
Bachelor of Science (BS), Finance and International Business
American University - Kogod School of Business 1981 — 1985
bs/ba, Finance, International Business, International Relations
Tabor Academy 1979 — 1981
High School
Steward Partners Consulting Solutions January 2014 - Present
Den for Grieving Kids 2010 - Present
Peter Harrison and Associates December 2011 - July 2015
Abry Advisors October 2011 - January 2014
Morgan Stanley January 2011 - September 2011
Morgan Stanley Smith Barney 2007 - January 2011
Smith Barney February 2004 - February 2007
Oppenheimer & Co. 1989 - 2003
Skills
Wealth Management, Investment Strategies, Financial Advisory, Financial Services, Separately Managed..., Series 65, Series 7, Series 24, Series 63, Alternative Investments, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, FINRA, Executive Placements, Leadership, Investments, Asset Management, Equities, Securities, Strategic Financial..., Hedge Funds, Retirement Planning, Investment Management, Fixed Income, Portfolio Management, Capital Markets, Private Equity, Investment Banking, Financial Analysis, 401k, Retirement, Bonds, Options, Trading, Financial Markets, High Net Worth..., Wealth Management..., Wealth, Relationship Management, Fixed Annuities, Bloomberg, Estate Planning, Private Banking, Business Development, Equity Research, Finance, Financial Planning
Education
American University 1981 — 1985
Bachelor of Science (BS), Finance and International Business
American University - Kogod School of Business 1981 — 1985
bs/ba, Finance, International Business, International Relations
Tabor Academy 1979 — 1981
High School
Emily Proud's Oppenheimer & Co. Experience August 2013 - January 2015
Job Business Strategy Associate at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. January 2015 - Present
Oppenheimer & Co. August 2013 - January 2015
Barclays Capital June 2010 - July 2013
OgilvyEarth June 2009 - August 2009
NBC Olympics July 2008 - August 2008
Skills
Investment Banking, Capital Markets, Equities, Quantitative Analytics, Financial Analysis, Corporate Finance, Economics, Econometrics, Natural Resources, Master Limited..., Bloomberg, Microsoft Excel, Stata, Mandarin, College Recruiting
Education
Bates College 2006 — 2010
BA, Economics, Chinese
Beijing Foreign Studies University 2008 — 2008
Chinese Language
Oppenheimer & Co. Inc. January 2015 - Present
Oppenheimer & Co. August 2013 - January 2015
Barclays Capital June 2010 - July 2013
OgilvyEarth June 2009 - August 2009
NBC Olympics July 2008 - August 2008
Skills
Investment Banking, Capital Markets, Equities, Quantitative Analytics, Financial Analysis, Corporate Finance, Economics, Econometrics, Natural Resources, Master Limited..., Bloomberg, Microsoft Excel, Stata, Mandarin, College Recruiting
Education
Bates College 2006 — 2010
BA, Economics, Chinese
Beijing Foreign Studies University 2008 — 2008
Chinese Language
Antonina Khokhlova's Oppenheimer & Co. Experience September 2005 - May 2006
Job OE3 Trust Funds Multi Services, Delinquent Employer Department
Industry Financial Services
Experience
Operating Engineers Local Union #3 Trust Funds April 2012 - Present
Oak Point Events November 2011 - July 2012
Piper Jaffray May 2006 - January 2010
Oppenheimer & Co. September 2005 - May 2006
Skills
Bloomberg, Financial Analysis, Quickbooks, MS Office Suite, Time Management, Detail Orientation, Responsibility, Fast Learner, QuickBooks, Administrative..., Analysis, Equity Research, Financial Reporting, Leadership, Management, Microsoft Excel, Microsoft Office, Securities
Education
Northeast Agricultural University 1999 — 2004
BS, Economics and Finance
Дальневосточный Государственный Технический Рыбохозяйственный Университет (Дальрыбвтуз) / Far Eastern State Technical Fisheries University 1999 — 2004
BS, Economics and Finance
Operating Engineers Local Union #3 Trust Funds April 2012 - Present
Oak Point Events November 2011 - July 2012
Piper Jaffray May 2006 - January 2010
Oppenheimer & Co. September 2005 - May 2006
Skills
Bloomberg, Financial Analysis, Quickbooks, MS Office Suite, Time Management, Detail Orientation, Responsibility, Fast Learner, QuickBooks, Administrative..., Analysis, Equity Research, Financial Reporting, Leadership, Management, Microsoft Excel, Microsoft Office, Securities
Education
Northeast Agricultural University 1999 — 2004
BS, Economics and Finance
Дальневосточный Государственный Технический Рыбохозяйственный Университет (Дальрыбвтуз) / Far Eastern State Technical Fisheries University 1999 — 2004
BS, Economics and Finance
Warren R. Harwell's Oppenheimer & Co. Experience 1990 - 1996
Job New Business Development/Institutional Equity Sales/Financial Services/Software/Social Media/Pharmaceutical/Biotech
Industry Financial Services
Experience
Android Computers, LLC. January 2012 - Present
Greencrest Capital, LLC. 2011 - 2012
Private Family Office 2006 - 2011
Hoefer & Arnett, Inc. 2002 - 2006
Ryan Beck & Co. 1997 - 2001
Oppenheimer & Co. 1990 - 1996
Prudential Securities Inc. 1980 - 1990
Skills
Hedge Funds, Equities, Portfolio Management, Mutual Funds, Equity Research, Venture Capital, Banking, Investments, IPO, Fixed Income
Education
Baruch College, City University of New York (CUNY)
B.B.A., Finance Major
Android Computers, LLC. January 2012 - Present
Greencrest Capital, LLC. 2011 - 2012
Private Family Office 2006 - 2011
Hoefer & Arnett, Inc. 2002 - 2006
Ryan Beck & Co. 1997 - 2001
Oppenheimer & Co. 1990 - 1996
Prudential Securities Inc. 1980 - 1990
Skills
Hedge Funds, Equities, Portfolio Management, Mutual Funds, Equity Research, Venture Capital, Banking, Investments, IPO, Fixed Income
Education
Baruch College, City University of New York (CUNY)
B.B.A., Finance Major
Julio Guemes's Oppenheimer & Co. Experience July 1994 - February 2007
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2007 - Present
Oppenheimer & Co. July 1994 - February 2007
Barclays Bank October 1984 - July 1994
Grupo Juncal de Seguros 1980 - 1981
Education
Babson College 1981 — 1984
Bachelor Science, Finance, Investments, Economics
St. George's College 1970 — 1979
High School, Bachillerato and O Levels
Wells Fargo Advisors, LLC March 2007 - Present
Oppenheimer & Co. July 1994 - February 2007
Barclays Bank October 1984 - July 1994
Grupo Juncal de Seguros 1980 - 1981
Education
Babson College 1981 — 1984
Bachelor Science, Finance, Investments, Economics
St. George's College 1970 — 1979
High School, Bachillerato and O Levels
Cesare de Novellis's Oppenheimer & Co. Experience September 2009 - Present
Job Executive Director of Investments at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. September 2009 - Present
Jefferies & Company January 2009 - June 2009
Credit Agricole August 1993 - December 2000
Banca di Roma January 1988 - July 1993
Education
Babson College 1985 — 1987
MBA, Finance/International Business
Ithaca College 1979 — 1983
BS Finance
Oppenheimer & Co. September 2009 - Present
Jefferies & Company January 2009 - June 2009
Credit Agricole August 1993 - December 2000
Banca di Roma January 1988 - July 1993
Education
Babson College 1985 — 1987
MBA, Finance/International Business
Ithaca College 1979 — 1983
BS Finance
Alex Smith, CFP®, CIMA®'s Oppenheimer & Co. Experience 1996 - 1999
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 1999 - Present
Oppenheimer & Co. 1996 - 1999
Skills
Investments, Equities, Capital Markets, Fixed Income, Asset Management, Series 7, Alternative Investments, Hedge Funds, Bloomberg, Financial Services
Education
Adelphi University 1990 — 1994
BBA, Finance
UBS Financial Services 1999 - Present
Oppenheimer & Co. 1996 - 1999
Skills
Investments, Equities, Capital Markets, Fixed Income, Asset Management, Series 7, Alternative Investments, Hedge Funds, Bloomberg, Financial Services
Education
Adelphi University 1990 — 1994
BBA, Finance
Danielle Regimbal's Oppenheimer & Co. Experience August 1989 - November 1997
Job Medical Billing Staff, Dr. Ellen Golden, DPM
Industry
Experience
CIBC World Markets November 1997 - Present
Oppenheimer & Co. August 1989 - November 1997
Education
St. Joseph's College 1986 — 1989
BS in Business Administration, Management
Albertus Magnus College 1984 — 1986
n/a, Accounting
CIBC World Markets November 1997 - Present
Oppenheimer & Co. August 1989 - November 1997
Education
St. Joseph's College 1986 — 1989
BS in Business Administration, Management
Albertus Magnus College 1984 — 1986
n/a, Accounting
Steve Yung's Oppenheimer & Co. Experience May 2013 - Present
Job Cash Equity Trader at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. May 2013 - Present
JP Morgan Chase September 2001 - March 2013
Skills
Equities, Bloomberg, Series 7, Hedge Funds, Trading, Series 63, Equity Trading, Capital Markets, Securities, Trading Systems, Fixed Income, Investments, Financial Modeling, Electronic Trading, Options, Investment Banking, Portfolio Management, Valuation, Derivatives, Equity Derivatives
Education
Amherst College 1997 — 2001
B.A., Economics, Spanish
Oppenheimer & Co. May 2013 - Present
JP Morgan Chase September 2001 - March 2013
Skills
Equities, Bloomberg, Series 7, Hedge Funds, Trading, Series 63, Equity Trading, Capital Markets, Securities, Trading Systems, Fixed Income, Investments, Financial Modeling, Electronic Trading, Options, Investment Banking, Portfolio Management, Valuation, Derivatives, Equity Derivatives
Education
Amherst College 1997 — 2001
B.A., Economics, Spanish
win boileau's Oppenheimer & Co. Experience January 2010 - January 2011
Job Managing Director, Capital Markets at The Wakefield Company
Industry Financial Services
Experience
The Wakefield Company, LLC April 2012 - August 2012
BMO Capital Markets February 2011 - April 2012
Oppenheimer & Co. January 2010 - January 2011
Salomon Brothers/Smith Barney/Citigroup August 1982 - May 2009
Skills
Capital Markets, Series 7, Securities, Mortgage Lending, Loans, Trading, Fixed Income, Equities, Investments, Loan Origination, Portfolio Management, Valuation, Series 63, Structured Finance, Credit, Financial Structuring, Asset Management, Bonds, Structured Products, Investment Banking, Hedge Funds, Derivatives, Alternative Investments, Credit Analysis, Securitization, Financial Services
Education
Auburn University at Montgomery 1970 — 1971
Business/Managerial Economics
Wake Forest University 1963 — 1967
Bachelor of Arts (B.A.), Psychology
The Wakefield Company, LLC April 2012 - August 2012
BMO Capital Markets February 2011 - April 2012
Oppenheimer & Co. January 2010 - January 2011
Salomon Brothers/Smith Barney/Citigroup August 1982 - May 2009
Skills
Capital Markets, Series 7, Securities, Mortgage Lending, Loans, Trading, Fixed Income, Equities, Investments, Loan Origination, Portfolio Management, Valuation, Series 63, Structured Finance, Credit, Financial Structuring, Asset Management, Bonds, Structured Products, Investment Banking, Hedge Funds, Derivatives, Alternative Investments, Credit Analysis, Securitization, Financial Services
Education
Auburn University at Montgomery 1970 — 1971
Business/Managerial Economics
Wake Forest University 1963 — 1967
Bachelor of Arts (B.A.), Psychology
Nicholas Inglima's Oppenheimer & Co. Experience February 1997 - January 1999
Job VP, US Finance at Abbey National Treasury Services
Industry Banking
Experience
Abbey National Treasury Services March 2015 - Present
Depfa Bank September 2006 - January 2015
HVB April 2000 - September 2006
Paine Webber February 1999 - April 2000
Oppenheimer & Co. February 1997 - January 1999
Reliance Bank March 1993 - June 1997
Skills
Banking, Fixed Income, Derivatives, Capital Markets, Asset Management, Valuation, Finance, Financial Reporting, Risk Management, Investment Banking, Corporate Finance, Accounting, Financial Accounting, Financial Structuring, Structured Products, Portfolio Management, P&L Forecasting, P&L Analysis, P&L Management, Financial Analysis, B2B, Microsoft Office, Training, SAP, Business Objects, Summit, Atlas, Lotus Notes, Cognos, CODA Financials, Midas Plus, Product Control, Credit Derivatives, Bonds, Stocks, GIC, Head Office Reporting, Problem Solving, Balance Sheet Review, P&L review, SPV, Total Return Swaps, Money Market, Securities, Municipal Bonds, Impact Security System, Mark to Market, Loans, Middle Office
Education
Adelphi University 1994 — 1996
BBA, Accounting/Finance
Instituto Tecnico Commerciale, Palermo Italy 1986 — 1991
High School
Steele School 1979 — 1984
Abbey National Treasury Services March 2015 - Present
Depfa Bank September 2006 - January 2015
HVB April 2000 - September 2006
Paine Webber February 1999 - April 2000
Oppenheimer & Co. February 1997 - January 1999
Reliance Bank March 1993 - June 1997
Skills
Banking, Fixed Income, Derivatives, Capital Markets, Asset Management, Valuation, Finance, Financial Reporting, Risk Management, Investment Banking, Corporate Finance, Accounting, Financial Accounting, Financial Structuring, Structured Products, Portfolio Management, P&L Forecasting, P&L Analysis, P&L Management, Financial Analysis, B2B, Microsoft Office, Training, SAP, Business Objects, Summit, Atlas, Lotus Notes, Cognos, CODA Financials, Midas Plus, Product Control, Credit Derivatives, Bonds, Stocks, GIC, Head Office Reporting, Problem Solving, Balance Sheet Review, P&L review, SPV, Total Return Swaps, Money Market, Securities, Municipal Bonds, Impact Security System, Mark to Market, Loans, Middle Office
Education
Adelphi University 1994 — 1996
BBA, Accounting/Finance
Instituto Tecnico Commerciale, Palermo Italy 1986 — 1991
High School
Steele School 1979 — 1984
Ayla Brayer's Oppenheimer & Co. Experience March 2008 - May 2009
Job Senior Financial Software Developer at Bloomberg
Industry Computer Software
Experience
Bloomberg September 2009 - Present
Oppenheimer & Co. March 2008 - May 2009
Skills
C++, Unix, Python, Multithreading, Distributed Systems, Object Oriented Design, Algorithms, C, Derivatives, Linux, SQL, Software Engineering, Software Development
Education
Columbia University in the City of New York
Master's degree, Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2014
Master of Science (MS), Computer Science
Baruch College, City University of New York (CUNY) 2005 — 2009
Mathematics and Economics
Bloomberg September 2009 - Present
Oppenheimer & Co. March 2008 - May 2009
Skills
C++, Unix, Python, Multithreading, Distributed Systems, Object Oriented Design, Algorithms, C, Derivatives, Linux, SQL, Software Engineering, Software Development
Education
Columbia University in the City of New York
Master's degree, Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2014
Master of Science (MS), Computer Science
Baruch College, City University of New York (CUNY) 2005 — 2009
Mathematics and Economics
Jeanny Tan's Oppenheimer & Co. Experience January 2008 - Present
Job
Industry Financial Services
Experience
Oppenheimer & Co. January 2008 - Present
CIBC World Markets January 1997 - December 2007
Skills
Fixed Income, Financial Analysis, Equities, Equity Research
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Finance & Accounting
Computer Institute of Montreal Canada 1987 — 1989
Associate Degree, Computer Information System
Oppenheimer & Co. January 2008 - Present
CIBC World Markets January 1997 - December 2007
Skills
Fixed Income, Financial Analysis, Equities, Equity Research
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Finance & Accounting
Computer Institute of Montreal Canada 1987 — 1989
Associate Degree, Computer Information System
John Cunniff's Oppenheimer & Co. Experience September 2011 - December 2011
Job Financial Analyst at Bose Corporation
Industry Financial Services
Experience
Bose Corporation May 2012 - Present
Bentley University Library October 2010 - May 2012
Oppenheimer & Co. September 2011 - December 2011
Microfinance Consultancy Group September 2009 - December 2010
Comcast Center May 2007 - September 2010
Skills
Financial Analysis, Financial Modeling, Excel, Forecasting, Bloomberg, Financial Reporting
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance
University of Cape Town
Study Abroad
Bose Corporation May 2012 - Present
Bentley University Library October 2010 - May 2012
Oppenheimer & Co. September 2011 - December 2011
Microfinance Consultancy Group September 2009 - December 2010
Comcast Center May 2007 - September 2010
Skills
Financial Analysis, Financial Modeling, Excel, Forecasting, Bloomberg, Financial Reporting
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance
University of Cape Town
Study Abroad
Paula-Mae Lindo's Oppenheimer & Co. Experience July 1990 - January 1998
Job Senior Sales Associate at H J Sims & Co. Inc.
Industry Financial Services
Experience
Capital Growth Financial August 2003 - February 2008
Oppenheimer & Co. July 1990 - January 1998
Skills
Series 7, Registration, Investments
Education
Borough of Manhattan Community College
Capital Growth Financial August 2003 - February 2008
Oppenheimer & Co. July 1990 - January 1998
Skills
Series 7, Registration, Investments
Education
Borough of Manhattan Community College
Joshua Stavis's Oppenheimer & Co. Experience September 2012 - December 2012
Job Acquisitions Analyst at Hilco Real Estate
Industry Financial Services
Experience
Hilco Real Estate November 2013 - Present
GPS Capital Markets, Inc. March 2013 - October 2013
Oppenheimer & Co. September 2012 - December 2012
Genesis Management Group July 2012 - September 2012
Morgan Stanley Smith Barney March 2012 - June 2012
Groom Energy Solutions June 2011 - August 2011
J & L Liquor June 2009 - August 2010
North Coast Seafoods June 2008 - June 2008
North Coast Seafoods June 2007 - June 2007
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economics and Finance
Bond University 2011 — 2011
Semester Abroad
Governor Dummer Academy 2005 — 2009
High School Diploma
Hillel
Hilco Real Estate November 2013 - Present
GPS Capital Markets, Inc. March 2013 - October 2013
Oppenheimer & Co. September 2012 - December 2012
Genesis Management Group July 2012 - September 2012
Morgan Stanley Smith Barney March 2012 - June 2012
Groom Energy Solutions June 2011 - August 2011
J & L Liquor June 2009 - August 2010
North Coast Seafoods June 2008 - June 2008
North Coast Seafoods June 2007 - June 2007
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economics and Finance
Bond University 2011 — 2011
Semester Abroad
Governor Dummer Academy 2005 — 2009
High School Diploma
Hillel
Anthony L. Di Prizito's Oppenheimer & Co. Experience 1988 - 2006
Job Owner / CFO, USA Mobile Drug Testing of Long Island
Industry Human Resources
Experience
USA Mobile Drug Testing of Long Island March 2011 - Present
Mitsubishi UFJ Securities 2006 - 2010
Oppenheimer & Co. 1988 - 2006
Skills
Certified Drug and...
Education
Baruch College 1979 — 1983
BBA, Finance
USA Mobile Drug Testing of Long Island March 2011 - Present
Mitsubishi UFJ Securities 2006 - 2010
Oppenheimer & Co. 1988 - 2006
Skills
Certified Drug and...
Education
Baruch College 1979 — 1983
BBA, Finance
Mark Magray's Oppenheimer & Co. Experience 1989 - 1990
Job Senior Vice President at Bearings Limited
Industry Industrial Automation
Experience
Bearings Limited 1990 - Present
Oppenheimer & Co. 1989 - 1990
Lebenthal & Co Inc. May 1983 - September 1989
Skills
Distributors, Power Transmission, Key Account Development, Sales Management, New Business Development, Manufacturing, Pricing, Product Development, P&L Responsibility, Industrial Engineering, Sales Operations
Education
Alfred University 1979 — 1983
Bachelor of Arts (BA), Finance and Financial Management Services
Bearings Limited 1990 - Present
Oppenheimer & Co. 1989 - 1990
Lebenthal & Co Inc. May 1983 - September 1989
Skills
Distributors, Power Transmission, Key Account Development, Sales Management, New Business Development, Manufacturing, Pricing, Product Development, P&L Responsibility, Industrial Engineering, Sales Operations
Education
Alfred University 1979 — 1983
Bachelor of Arts (BA), Finance and Financial Management Services
Safiye F. Ercan's Oppenheimer & Co. Experience September 2007 - June 2008
Job Finance Manager at Boyce Technologies, Inc.
Industry Financial Services
Experience
Boyce Technologies, Inc. August 2012 - August 2015
The Cordoba Initiative November 2010 - October 2011
Oppenheimer & Co. September 2007 - June 2008
VERO Capital Management August 2006 - January 2007
Skills
Microsoft Excel, PowerPoint, QuickBooks, Data Analysis, Financial Analysis, Accounts Payable, Accounts Receivable, Wealth Management, Financial Modeling, Asset Management, Fixed Income, Finance, Risk Management, Financial Reporting, Valuation, Customer Service, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration, Economics
Nanjing University 2007 — 2008
Study Abroad Program, Intercultural Communication
Boyce Technologies, Inc. August 2012 - August 2015
The Cordoba Initiative November 2010 - October 2011
Oppenheimer & Co. September 2007 - June 2008
VERO Capital Management August 2006 - January 2007
Skills
Microsoft Excel, PowerPoint, QuickBooks, Data Analysis, Financial Analysis, Accounts Payable, Accounts Receivable, Wealth Management, Financial Modeling, Asset Management, Fixed Income, Finance, Risk Management, Financial Reporting, Valuation, Customer Service, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration, Economics
Nanjing University 2007 — 2008
Study Abroad Program, Intercultural Communication
John Lesser's Oppenheimer & Co. Experience February 2001 - January 2010
Job Partner at Pinebrook Trading
Industry Financial Services
Experience
Pinebrook Trading April 2010 - Present
Oppenheimer & Co. February 2001 - January 2010
Education
Adelphi University
MBA
Pinebrook Trading April 2010 - Present
Oppenheimer & Co. February 2001 - January 2010
Education
Adelphi University
MBA
Brandon Petillo's Oppenheimer & Co. Experience June 2013 - August 2013
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2014 - Present
BlackRock June 2014 - November 2014
Oppenheimer & Co. June 2013 - August 2013
Skills
Analysis, Finance, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Bloomberg, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Microsoft Office
Education
American University 2010 — 2014
Bachelor of Science (B.S.), Finance
The London School of Economics and Political Science (LSE) 2012 — 2013
The General Course
Harborfields High School 2006 — 2010
RBC Capital Markets December 2014 - Present
BlackRock June 2014 - November 2014
Oppenheimer & Co. June 2013 - August 2013
Skills
Analysis, Finance, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Bloomberg, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Microsoft Office
Education
American University 2010 — 2014
Bachelor of Science (B.S.), Finance
The London School of Economics and Political Science (LSE) 2012 — 2013
The General Course
Harborfields High School 2006 — 2010
Edmond Vartughian's Oppenheimer & Co. Experience April 2009 - September 2010
Job Independent Consultant
Industry Financial Services
Experience
Self-employed 2011 - Present
Oppenheimer & Co. April 2009 - September 2010
Bank of America 2005 - 2009
ABN AMRO Bank N.V. 2004 - 2005
Natixis 2002 - 2004
Societe Generale 2000 - 2002
Skills
Portfolio Management, Equities, Derivatives, Equity Derivatives, Structured Products, Fixed Income, Capital Markets, Bloomberg, Options, Hedge Funds, Alternative Investments, Asset Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Economics
Binghamton University - School of Management 1990 — 1994
Bachelor of Science (BS), Accounting
Self-employed 2011 - Present
Oppenheimer & Co. April 2009 - September 2010
Bank of America 2005 - 2009
ABN AMRO Bank N.V. 2004 - 2005
Natixis 2002 - 2004
Societe Generale 2000 - 2002
Skills
Portfolio Management, Equities, Derivatives, Equity Derivatives, Structured Products, Fixed Income, Capital Markets, Bloomberg, Options, Hedge Funds, Alternative Investments, Asset Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Economics
Binghamton University - School of Management 1990 — 1994
Bachelor of Science (BS), Accounting
Tracey Sokol's Oppenheimer & Co. Experience February 1996 - March 1998
Job Production Coordinator at Horizon Blue Cross Blue Shield of New Jersey
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of New Jersey June 2013 - Present
World Business Lenders, LLC December 2012 - Present
TD BANK January 2011 - December 2012
Cowen and Company March 1998 - March 2008
Oppenheimer & Co. February 1996 - March 1998
Skills
Bloomberg, Portfolio Management, Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Hedge Funds, Financial Analysis
Education
Art Institute of Fort Lauderdale 1985 — 1987
Associate's degree, Advertising
Horizon Blue Cross Blue Shield of New Jersey June 2013 - Present
World Business Lenders, LLC December 2012 - Present
TD BANK January 2011 - December 2012
Cowen and Company March 1998 - March 2008
Oppenheimer & Co. February 1996 - March 1998
Skills
Bloomberg, Portfolio Management, Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Hedge Funds, Financial Analysis
Education
Art Institute of Fort Lauderdale 1985 — 1987
Associate's degree, Advertising
Elizabeth Larose's Oppenheimer & Co. Experience December 2012 - January 2013
Job Shift Manager at Dunkin Donuts
Industry Accounting
Experience
Dunkin Donuts August 2009 - Present
Sansiveri, Kimball & Co., L.L.P. January 2013 - April 2014
Oppenheimer & Co. December 2012 - January 2013
Point Gammon Ass. December 2011 - January 2012
Skills
ProSeries, Communication, Computer Proficiency, Microsoft Excel, Mac OS
Education
Bryant University 2013 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.15
Assumption College 2011 — 2012
Accounting
Dunkin Donuts August 2009 - Present
Sansiveri, Kimball & Co., L.L.P. January 2013 - April 2014
Oppenheimer & Co. December 2012 - January 2013
Point Gammon Ass. December 2011 - January 2012
Skills
ProSeries, Communication, Computer Proficiency, Microsoft Excel, Mac OS
Education
Bryant University 2013 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.15
Assumption College 2011 — 2012
Accounting
James Kotarski's Oppenheimer & Co. Experience November 1999 - July 2000
Job Associate Director Information Systems at Eze Software Group
Industry Financial Services
Experience
Eze Software Group December 2012 - Present
Eze Software Group November 2005 - November 2012
Deloitte July 2005 - November 2005
Eze Software Group March 2003 - June 2005
Eze Software Group July 2002 - February 2003
PricewaterhouseCoopers LLP July 2000 - July 2002
Oppenheimer & Co. November 1999 - July 2000
Skills
Quality Assurance, Equities, Bloomberg, Trading Systems, Business Analysis, Financial Services, Securities, Vendor Management, SDLC, Analysis, Requirements Gathering, Financial Analysis, User Acceptance Testing, Software Project..., Hedge Funds, Back Office, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Merrimack College 1995 — 1999
Bachelor of Arts (BA), Economics
Northeastern University
SJP
Eze Software Group December 2012 - Present
Eze Software Group November 2005 - November 2012
Deloitte July 2005 - November 2005
Eze Software Group March 2003 - June 2005
Eze Software Group July 2002 - February 2003
PricewaterhouseCoopers LLP July 2000 - July 2002
Oppenheimer & Co. November 1999 - July 2000
Skills
Quality Assurance, Equities, Bloomberg, Trading Systems, Business Analysis, Financial Services, Securities, Vendor Management, SDLC, Analysis, Requirements Gathering, Financial Analysis, User Acceptance Testing, Software Project..., Hedge Funds, Back Office, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Merrimack College 1995 — 1999
Bachelor of Arts (BA), Economics
Northeastern University
SJP
Jon Weintraub's Oppenheimer & Co. Experience 2001 - 2007
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
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
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS