Oppenheimer & Co. Inc.
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. Inc. Employees
Employee
Years
Job
Industry
Jacob Lerner Jacob Lerner's Oppenheimer & Co. Inc. Experience May 2015 - July 2015
Job College BBA Junior seeking Finance Internship
Industry Financial Services
Experience
Jewish Kids Groups October 2014 - Present
Emory University School of Medicine August 2014 - Present
Oppenheimer & Co. Inc. May 2015 - July 2015
Stone Art LLC May 2014 - August 2014
Skills
Social Media, Strategic Planning, Project Management, Management, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Customer Service
Education
Emory University - Goizueta Business School 2015 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
Emory University 2013 — 2017
Bachelor of Arts (BA), Human Health
Harrison High School 2009 — 2013
International Baccalaureate Diploma Recipient, Magna Cum Laude
Jewish Kids Groups October 2014 - Present
Emory University School of Medicine August 2014 - Present
Oppenheimer & Co. Inc. May 2015 - July 2015
Stone Art LLC May 2014 - August 2014
Skills
Social Media, Strategic Planning, Project Management, Management, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Customer Service
Education
Emory University - Goizueta Business School 2015 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
Emory University 2013 — 2017
Bachelor of Arts (BA), Human Health
Harrison High School 2009 — 2013
International Baccalaureate Diploma Recipient, Magna Cum Laude
Jeffrey L. Marchitto Jeffrey L. Marchitto's Oppenheimer & Co. Inc. Experience September 2005 - Present
Job Associate Director Investments Private Client Division at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2005 - Present
Morgan Stanley April 2001 - August 2005
Education
Florida Southern College 1989 — 1992
B.S. Political Science, Criminal Law, Political Science, Business Administration
Landmark Education
Oppenheimer & Co. Inc. September 2005 - Present
Morgan Stanley April 2001 - August 2005
Education
Florida Southern College 1989 — 1992
B.S. Political Science, Criminal Law, Political Science, Business Administration
Landmark Education
Mark Mangano Mark Mangano's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job Investment Banking
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
RSPartners, LLC July 2013 - July 2014
Renaissance Strategic Advisors July 2011 - June 2013
Skills
Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Modeling, Valuation, Competitive Analysis, Business Strategy, Corporate Development, Microsoft Excel, Bloomberg, Private Equity, Data Analysis, Microsoft Office, Corporate Finance, Venture Capital, Investments, Equities, FactSet, CapIQ
Education
Connecticut College 2007 — 2011
BA, History & Economics
Morristown-Beard School 2004 — 2007
Oppenheimer & Co. Inc. July 2014 - Present
RSPartners, LLC July 2013 - July 2014
Renaissance Strategic Advisors July 2011 - June 2013
Skills
Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Modeling, Valuation, Competitive Analysis, Business Strategy, Corporate Development, Microsoft Excel, Bloomberg, Private Equity, Data Analysis, Microsoft Office, Corporate Finance, Venture Capital, Investments, Equities, FactSet, CapIQ
Education
Connecticut College 2007 — 2011
BA, History & Economics
Morristown-Beard School 2004 — 2007
Randi Roberts's Oppenheimer & Co. Inc. Experience 2006 - 2013
Job Executive Assistant
Industry Financial Services
Experience
March of Dimes April 2015 - Present
March of Dimes April 2015 - Present
Oppenheimer & Co. Inc. 2006 - 2013
Toyota Motor North America, Inc. January 2005 - August 2006
RR Donnelley - StudioW26 2002 - 2004
Skills
Confidentiality, Executive Support, Driving Results, Team Leadership, Workflow Management, Event Planning, Organizing Meetings, Travel Arrangements, Outlook, Calendaring, Spreadsheets, PowerPoint, Microsoft Word, Accounts Payable, Accounts Receivable, QuickBooks, Concur, SAP, Vlookup, MS Excel Pivot Tables, Executive..., Investment Banking
Education
Fordham University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature/Letters
Preston High School 1991 — 1995
Bachelor of Arts (B.A.), English
March of Dimes April 2015 - Present
March of Dimes April 2015 - Present
Oppenheimer & Co. Inc. 2006 - 2013
Toyota Motor North America, Inc. January 2005 - August 2006
RR Donnelley - StudioW26 2002 - 2004
Skills
Confidentiality, Executive Support, Driving Results, Team Leadership, Workflow Management, Event Planning, Organizing Meetings, Travel Arrangements, Outlook, Calendaring, Spreadsheets, PowerPoint, Microsoft Word, Accounts Payable, Accounts Receivable, QuickBooks, Concur, SAP, Vlookup, MS Excel Pivot Tables, Executive..., Investment Banking
Education
Fordham University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature/Letters
Preston High School 1991 — 1995
Bachelor of Arts (B.A.), English
Marisha Clinton Marisha Clinton's Oppenheimer & Co. Inc. Experience 2008 - 2009
Job Commercial Real Estate Capital Markets Research Expert at JLL
Industry Commercial Real Estate
Experience
JLL 2012 - Present
Oppenheimer & Co. Inc. 2008 - 2009
Bear, Stearns & Co. Inc. 2005 - 2008
Merrill Lynch 2001 - 2005
Goldman Sachs June 2000 - September 2000
Skills
Banking, Investments, Portfolio Management, Financial Analysis, Finance, Management, Equities, Financial Services
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Howard University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
JLL 2012 - Present
Oppenheimer & Co. Inc. 2008 - 2009
Bear, Stearns & Co. Inc. 2005 - 2008
Merrill Lynch 2001 - 2005
Goldman Sachs June 2000 - September 2000
Skills
Banking, Investments, Portfolio Management, Financial Analysis, Finance, Management, Equities, Financial Services
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Howard University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Alan Gibbs's Oppenheimer & Co. Inc. Experience March 2008 - Present
Job Senior Director Investments
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2008 - Present
UBS Wealth Management October 1996 - March 2008
Education
Golden Gate University 1999 — 2000
MBA
Marist College 1983 — 1987
B.A., Communication Arts
Oppenheimer & Co. Inc. March 2008 - Present
UBS Wealth Management October 1996 - March 2008
Education
Golden Gate University 1999 — 2000
MBA
Marist College 1983 — 1987
B.A., Communication Arts
Stephen Siyu Cheng's Oppenheimer & Co. Inc. Experience June 2014 - Present
Job Executive Director at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. June 2014 - Present
Big Ocean, LLC September 2013 - May 2014
RBC Capital Markets December 2011 - August 2013
Skills
Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, Valuation, Equities, LBO, Financial Analysis, Mergers, Bloomberg, Private Equity, Equity Research, Alternative Investments, Series 7, Structured Finance, Series 63, Equity Valuation, Microsoft Excel, Microsoft Office, Real Estate Transactions, Commercial Real Estate, Real Estate
Education
Harvard University 1999 — 2003
BA, Economics
Oppenheimer & Co. Inc. June 2014 - Present
Big Ocean, LLC September 2013 - May 2014
RBC Capital Markets December 2011 - August 2013
Skills
Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, Valuation, Equities, LBO, Financial Analysis, Mergers, Bloomberg, Private Equity, Equity Research, Alternative Investments, Series 7, Structured Finance, Series 63, Equity Valuation, Microsoft Excel, Microsoft Office, Real Estate Transactions, Commercial Real Estate, Real Estate
Education
Harvard University 1999 — 2003
BA, Economics
Nichole Osborne Nichole Osborne's Oppenheimer & Co. Inc. Experience December 2012 - Present
Job Area Operations Manager at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2012 - Present
Morgan Stanley Investment Management October 2008 - December 2012
Skills
Financial Services, Microsoft Office,...
Education
Florida Atlantic University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Double Major in Marketing and Management
Palm Beach Community College 2004 — 2006
ASSOCIATE OF ARTS DEGREE, Business Administration and Management, General
Oppenheimer & Co. Inc. December 2012 - Present
Morgan Stanley Investment Management October 2008 - December 2012
Skills
Financial Services, Microsoft Office,...
Education
Florida Atlantic University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Double Major in Marketing and Management
Palm Beach Community College 2004 — 2006
ASSOCIATE OF ARTS DEGREE, Business Administration and Management, General
Cheryl Hines's Oppenheimer & Co. Inc. Experience January 2000 - December 2013
Job Portfolio Manager
Industry Financial Services
Experience
TRS 2014 - Present
Oppenheimer & Co. Inc. January 2000 - December 2013
Bessemer Trust January 1999 - December 2000
Skills
Portfolio Management, Risk Management, Asset Allocation, Asset Management, Business Strategy, Marketing Strategy, New Product Ideas, New Product Roll Out, Entrepreneurship, Business Intelligence, Leadership, Competitive Analysis, Written & Oral..., Management, Economics, Investment Strategies, Financial Analysis, Investment Management, Product Management, Hedge Funds, Valuation, Investments
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
TRS 2014 - Present
Oppenheimer & Co. Inc. January 2000 - December 2013
Bessemer Trust January 1999 - December 2000
Skills
Portfolio Management, Risk Management, Asset Allocation, Asset Management, Business Strategy, Marketing Strategy, New Product Ideas, New Product Roll Out, Entrepreneurship, Business Intelligence, Leadership, Competitive Analysis, Written & Oral..., Management, Economics, Investment Strategies, Financial Analysis, Investment Management, Product Management, Hedge Funds, Valuation, Investments
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
William Qiao William Qiao's Oppenheimer & Co. Inc. Experience July 2014 - August 2014
Job IFS State Street Valuation
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company June 2015 - Present
The World Bank April 2013 - June 2015
Oppenheimer & Co. Inc. July 2014 - August 2014
Goldstate Securities May 2012 - August 2012
Skills
Statistics, Economics, Finance, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Data Analysis, SQL, Data Mining, Consulting, Technical Writing, R, C++, Matlab, Teaching, Mac OS, Windows, Customer Service, iOS Development, Analysis, Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Quantitative Finance
Renmin University of China 2011 — 2013
Master of Arts (M.A.), Economics
Georgia Institute of Technology 2008 — 2011
Bachelor of Science (B.S.), Industrial Engineering
International Fund Services (NA) LLC, A State Street Company June 2015 - Present
The World Bank April 2013 - June 2015
Oppenheimer & Co. Inc. July 2014 - August 2014
Goldstate Securities May 2012 - August 2012
Skills
Statistics, Economics, Finance, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Data Analysis, SQL, Data Mining, Consulting, Technical Writing, R, C++, Matlab, Teaching, Mac OS, Windows, Customer Service, iOS Development, Analysis, Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Quantitative Finance
Renmin University of China 2011 — 2013
Master of Arts (M.A.), Economics
Georgia Institute of Technology 2008 — 2011
Bachelor of Science (B.S.), Industrial Engineering
Harvey C. Sacks, J.D. Harvey C. Sacks, J.D.'s Oppenheimer & Co. Inc. Experience March 1999 - December 2000
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2001 - Present
Securities America, Inc. Member FINRA/SIPC December 2000 - December 2001
Oppenheimer & Co. Inc. March 1999 - December 2000
Harvey C. Sacks Export Consulting, Inc. August 1982 - February 1999
Education
Vermont Law School 1974 — 1977
J.D., Law
Drexel University - College of Business and Administration 1967 — 1972
Bachelor of Science (BS), Marketing/Marketing Management, General
Ameriprise Financial Services, Inc. December 2001 - Present
Securities America, Inc. Member FINRA/SIPC December 2000 - December 2001
Oppenheimer & Co. Inc. March 1999 - December 2000
Harvey C. Sacks Export Consulting, Inc. August 1982 - February 1999
Education
Vermont Law School 1974 — 1977
J.D., Law
Drexel University - College of Business and Administration 1967 — 1972
Bachelor of Science (BS), Marketing/Marketing Management, General
M. Trent Neuer M. Trent Neuer's Oppenheimer & Co. Inc. Experience December 1998 - December 2000
Job
Industry Capital Markets
Experience
D.A. Davidson Companies May 2015 - Present
Brean Capital, LLC October 2010 - January 2015
Natixis 2000 - 2010
Oppenheimer & Co. Inc. December 1998 - December 2000
Skills
Investment Banking, Bloomberg, Trading, Valuation, Emerging Markets, Financial Modeling, Options, Portfolio Management, Derivatives, Private Equity, Securities, Corporate Finance, Financial Markets, Venture Capital, Fixed Income, Series 63, Wine Tasting, Equity Valuation, Asset Managment, Investor Relations, Series 7, Fine Art, Capital Markets, Hedge Funds, Equities, Investments, Equity Research, Alternative Investments, Asset Management
Education
University of Toronto - Rotman School of Management 1995 — 1998
MBA
Concordia University 1985 — 1992
Bachelor of Arts (BA)
Hebrew Academy of Montreal 1980 — 1984
High School
D.A. Davidson Companies May 2015 - Present
Brean Capital, LLC October 2010 - January 2015
Natixis 2000 - 2010
Oppenheimer & Co. Inc. December 1998 - December 2000
Skills
Investment Banking, Bloomberg, Trading, Valuation, Emerging Markets, Financial Modeling, Options, Portfolio Management, Derivatives, Private Equity, Securities, Corporate Finance, Financial Markets, Venture Capital, Fixed Income, Series 63, Wine Tasting, Equity Valuation, Asset Managment, Investor Relations, Series 7, Fine Art, Capital Markets, Hedge Funds, Equities, Investments, Equity Research, Alternative Investments, Asset Management
Education
University of Toronto - Rotman School of Management 1995 — 1998
MBA
Concordia University 1985 — 1992
Bachelor of Arts (BA)
Hebrew Academy of Montreal 1980 — 1984
High School
Brian Fenlin Brian Fenlin's Oppenheimer & Co. Inc. Experience January 2014 - Present
Job Director of Investments Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. January 2014 - Present
Goosehill LLC September 2012 - August 2013
First New York Securities January 2008 - July 2012
Circle T Partners April 2003 - December 2007
First New York Securities May 1999 - March 2003
Skills
Wealth Management..., Securities, Stock Due Dilligence, Asset Allocation, Investment Strategies, Financial Advisory, Financial Services
Education
St. Josephs University, Philadelphia, PA 1995 — 1996
Post Baccalaureate, Organic Chemistry & Advanced Physics
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), Bachelor of Arts-Environmental Studies/ Concentration in Biology
The Lawrenceville School 1988 — 1991
High School
Oppenheimer & Co. Inc. January 2014 - Present
Goosehill LLC September 2012 - August 2013
First New York Securities January 2008 - July 2012
Circle T Partners April 2003 - December 2007
First New York Securities May 1999 - March 2003
Skills
Wealth Management..., Securities, Stock Due Dilligence, Asset Allocation, Investment Strategies, Financial Advisory, Financial Services
Education
St. Josephs University, Philadelphia, PA 1995 — 1996
Post Baccalaureate, Organic Chemistry & Advanced Physics
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), Bachelor of Arts-Environmental Studies/ Concentration in Biology
The Lawrenceville School 1988 — 1991
High School
Douglas Miller Douglas Miller's Oppenheimer & Co. Inc. Experience 1983 - 1984
Job Founder digital health startup; formerly food and financial industry professional.
Industry Health, Wellness and Fitness
Experience
The Lifeboat Foundation August 2014 - Present
Doug Miller Consultants 2011 - Present
Queensboro Farm Products 2001 - 2011
Merrill Lynch 1999 - 2001
The Bear Stearns Companies, Inc. 1996 - 1997
Gruntal & Co. 1995 - 1996
Lehman Brothers 1984 - 1995
Oppenheimer & Co. Inc. 1983 - 1984
Papamarkou & Co. 1982 - 1983
Merrill Lynch 1980 - 1982
Skills
Health, Wellness, Fitness, Nutrition, Biochemistry, Future Trends, Finance, Financial Analysis, International Economics, Sales, Marketing Strategy, Marketing, Investment Management, Investments, Small Business, Business Development, Entrepreneurship, Internet Strategy, Start-ups, Personnel Management, Supply Management, Proposal Writing, Presenting Proposals, Formulation, Product Development, Quality Control, Plant Operations, Food Manufacturing, Inventory Analysis, Inventory Control, Storage Management, Distribution Systems, Distribution Strategies, Back Office, Office Equipment, Information Technology, Computer Proficiency, Customer Service, Customer Retention, Accounts Receivable, Accounts Payable, Classical Ballet, Leadership, Business Strategy, Strategic Planning, Strategy, Management
Education
Cornell University 1972 — 1976
Bachelor's Degree, Biochemistry and Business Management
The Hun School of Princeton 1966 — 1970
High School
The Lifeboat Foundation August 2014 - Present
Doug Miller Consultants 2011 - Present
Queensboro Farm Products 2001 - 2011
Merrill Lynch 1999 - 2001
The Bear Stearns Companies, Inc. 1996 - 1997
Gruntal & Co. 1995 - 1996
Lehman Brothers 1984 - 1995
Oppenheimer & Co. Inc. 1983 - 1984
Papamarkou & Co. 1982 - 1983
Merrill Lynch 1980 - 1982
Skills
Health, Wellness, Fitness, Nutrition, Biochemistry, Future Trends, Finance, Financial Analysis, International Economics, Sales, Marketing Strategy, Marketing, Investment Management, Investments, Small Business, Business Development, Entrepreneurship, Internet Strategy, Start-ups, Personnel Management, Supply Management, Proposal Writing, Presenting Proposals, Formulation, Product Development, Quality Control, Plant Operations, Food Manufacturing, Inventory Analysis, Inventory Control, Storage Management, Distribution Systems, Distribution Strategies, Back Office, Office Equipment, Information Technology, Computer Proficiency, Customer Service, Customer Retention, Accounts Receivable, Accounts Payable, Classical Ballet, Leadership, Business Strategy, Strategic Planning, Strategy, Management
Education
Cornell University 1972 — 1976
Bachelor's Degree, Biochemistry and Business Management
The Hun School of Princeton 1966 — 1970
High School
Keith D'Agostino Keith D'Agostino's Oppenheimer & Co. Inc. Experience January 2005 - May 2010
Job President at Cove Capital Advisors
Industry Financial Services
Experience
Cove Capital Advisors October 2014 - Present
Stifel Financial Corp. June 2010 - October 2014
Oppenheimer & Co. Inc. January 2005 - May 2010
Skills
Portfolio Management, Asset Management, Wealth Management, Financial Services, Insurance, Investments, Fixed Income, Securities, Mutual Funds, Capital Markets, Alternative Investments, Series 7
Education
Hofstra University 1993 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Chaminade High School 1989 — 1993
Cove Capital Advisors October 2014 - Present
Stifel Financial Corp. June 2010 - October 2014
Oppenheimer & Co. Inc. January 2005 - May 2010
Skills
Portfolio Management, Asset Management, Wealth Management, Financial Services, Insurance, Investments, Fixed Income, Securities, Mutual Funds, Capital Markets, Alternative Investments, Series 7
Education
Hofstra University 1993 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Chaminade High School 1989 — 1993
Caitlin Martin Caitlin Martin's Oppenheimer & Co. Inc. Experience June 2014 - August 2014
Job Investment Banking Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2014 - August 2014
J. Moore Partners LLC January 2014 - May 2014
Dartmouth Medical School March 2011 - 2013
Tuck School of Business at Dartmouth College June 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Research, Retail, Social Media
Education
Dartmouth College 2011 — 2015
AB, Economics
Hanover High School 2008 — 2011
Harvard University - Secondary School Program 2010 — 2010
Oppenheimer & Co. Inc. June 2014 - August 2014
J. Moore Partners LLC January 2014 - May 2014
Dartmouth Medical School March 2011 - 2013
Tuck School of Business at Dartmouth College June 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Research, Retail, Social Media
Education
Dartmouth College 2011 — 2015
AB, Economics
Hanover High School 2008 — 2011
Harvard University - Secondary School Program 2010 — 2010
Dennis Lally's Oppenheimer & Co. Inc. Experience June 2010 - August 2010
Job Investment Banking Associate
Industry Financial Services
Experience
Mesirow Financial November 2012 - April 2015
Oppenheimer & Co. June 2011 - August 2012
Oppenheimer & Co. Inc. June 2010 - August 2010
Bureau of Economic Analysis September 2009 - December 2009
Watson and Renner September 2009 - December 2009
Wittek Development June 2008 - September 2009
Skills
Investment Banking, Financial Modeling, Bloomberg, Due Diligence, Economics, Capital Markets, Microsoft Excel, PowerPoint, Financial Analysis, Valuation, Capital IQ, Series 7, Mergers, Data Analysis, Entrepreneurship, Strategic Partnerships, Project Management, Board Games
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship and Technology
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics and Government
Mesirow Financial November 2012 - April 2015
Oppenheimer & Co. June 2011 - August 2012
Oppenheimer & Co. Inc. June 2010 - August 2010
Bureau of Economic Analysis September 2009 - December 2009
Watson and Renner September 2009 - December 2009
Wittek Development June 2008 - September 2009
Skills
Investment Banking, Financial Modeling, Bloomberg, Due Diligence, Economics, Capital Markets, Microsoft Excel, PowerPoint, Financial Analysis, Valuation, Capital IQ, Series 7, Mergers, Data Analysis, Entrepreneurship, Strategic Partnerships, Project Management, Board Games
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship and Technology
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics and Government
Jesse Clinton, CFP®, CRPC Jesse Clinton, CFP®, CRPC's Oppenheimer & Co. Inc. Experience January 2003 - February 2004
Job Partner, Managing Director at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners October 2014 - Present
Merrill Lynch February 2004 - October 2014
Oppenheimer & Co. Inc. January 2003 - February 2004
Skills
Wealth Management..., Portfolio Management, Retirement Planning, Executive Compensation..., Concentrated Stock..., Investments, Financial Planning, Fixed Income, Finance, Wealth, Series 7, Estate Planning, Alternative Investments, Financial Advisory, Retirement, Wealth Management, Management, Equities
Education
Fordham University 2007 — 2010
Master's Degree, Business Administration and Management, General
State University of New York at Albany 1998 — 2002
Bachelor's Degree, Communication, General
Snowden Lane Partners October 2014 - Present
Merrill Lynch February 2004 - October 2014
Oppenheimer & Co. Inc. January 2003 - February 2004
Skills
Wealth Management..., Portfolio Management, Retirement Planning, Executive Compensation..., Concentrated Stock..., Investments, Financial Planning, Fixed Income, Finance, Wealth, Series 7, Estate Planning, Alternative Investments, Financial Advisory, Retirement, Wealth Management, Management, Equities
Education
Fordham University 2007 — 2010
Master's Degree, Business Administration and Management, General
State University of New York at Albany 1998 — 2002
Bachelor's Degree, Communication, General
Jay Myers Jay Myers's Oppenheimer & Co. Inc. Experience July 2007 - March 2010
Job Director, Gartner Invest
Industry Financial Services
Experience
Gartner April 2015 - Present
Wunderlich Securities December 2013 - March 2015
Lazard August 2011 - December 2013
Soleil Securities March 2010 - August 2011
Oppenheimer & Co. Inc. July 2007 - March 2010
Cypress Capital Group June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Equity Research, Series 7, Securities, Investments, Equity Trading, Series 63, Equity Capital Markets, Research, Equities, Capital Markets, Hedge Funds, Management, Bloomberg, Valuation, Institutional..., Financial Modeling, Fixed Income
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
B.S. Business Administration, Finance
Elon University
Bachelor of Science (B.S.), Business Administration (Finance)
Gartner April 2015 - Present
Wunderlich Securities December 2013 - March 2015
Lazard August 2011 - December 2013
Soleil Securities March 2010 - August 2011
Oppenheimer & Co. Inc. July 2007 - March 2010
Cypress Capital Group June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Equity Research, Series 7, Securities, Investments, Equity Trading, Series 63, Equity Capital Markets, Research, Equities, Capital Markets, Hedge Funds, Management, Bloomberg, Valuation, Institutional..., Financial Modeling, Fixed Income
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
B.S. Business Administration, Finance
Elon University
Bachelor of Science (B.S.), Business Administration (Finance)
Ali Dorris Ali Dorris's Oppenheimer & Co. Inc. Experience June 2008 - August 2008
Job Finance Manager at Clif Bar. Business Background: Yum! Brands Taco Bell, HBO Films, USC MBA and MFA. Marathon Runner.
Industry Food & Beverages
Experience
Clif Bar & Company July 2013 - Present
Taco Bell August 2011 - June 2013
Taco Bell August 2010 - July 2011
Taco Bell August 2009 - July 2010
Oppenheimer & Co. Inc. June 2008 - August 2008
Blindlight 2004 - 2007
HBO 2002 - 2004
Skills
Forecasting, Analysis, Restaurants, Cross-functional Team..., Strategic Planning, Financial Modeling, Market Research, Financial Analysis, Team Building, Product Development, Contract Negotiation, Corporate Finance, Marketing Strategy, Budgets, Income Statement, Strategy, Finance, Management, Business Strategy, Microsoft Excel, Competitive Analysis, Project Management, Market Analysis, Sales, Business Planning, Leadership, P&L Management, Mentoring
Education
University of Southern California - Marshall School of Business 2007 — 2009
Master of Business Administration (MBA), Finance
HEC School of Management 2009 — 2009
MBA, Finance
University of Southern California - Peter Stark Producing Program 2000 — 2002
Master of Fine Arts (MFA), Motion Picture Producing
Vassar College 1995 — 1999
A.B., Economics
Edina High School
Clif Bar & Company July 2013 - Present
Taco Bell August 2011 - June 2013
Taco Bell August 2010 - July 2011
Taco Bell August 2009 - July 2010
Oppenheimer & Co. Inc. June 2008 - August 2008
Blindlight 2004 - 2007
HBO 2002 - 2004
Skills
Forecasting, Analysis, Restaurants, Cross-functional Team..., Strategic Planning, Financial Modeling, Market Research, Financial Analysis, Team Building, Product Development, Contract Negotiation, Corporate Finance, Marketing Strategy, Budgets, Income Statement, Strategy, Finance, Management, Business Strategy, Microsoft Excel, Competitive Analysis, Project Management, Market Analysis, Sales, Business Planning, Leadership, P&L Management, Mentoring
Education
University of Southern California - Marshall School of Business 2007 — 2009
Master of Business Administration (MBA), Finance
HEC School of Management 2009 — 2009
MBA, Finance
University of Southern California - Peter Stark Producing Program 2000 — 2002
Master of Fine Arts (MFA), Motion Picture Producing
Vassar College 1995 — 1999
A.B., Economics
Edina High School
Kevin G Chen Kevin G Chen's Oppenheimer & Co. Inc. Experience July 2015 - Present
Job Investment Banking Tech M&A
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Gridley & Company LLC September 2013 - December 2013
SoFi December 2012 - March 2013
Ampush December 2012 - March 2013
Dartmouth Humanitarian Engineering May 2012 - December 2012
Lawrence Berkeley National Laboratory June 2010 - August 2010
Education
Dartmouth College
Bachelor of Arts, Government and Economics
Oppenheimer & Co. Inc. July 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Gridley & Company LLC September 2013 - December 2013
SoFi December 2012 - March 2013
Ampush December 2012 - March 2013
Dartmouth Humanitarian Engineering May 2012 - December 2012
Lawrence Berkeley National Laboratory June 2010 - August 2010
Education
Dartmouth College
Bachelor of Arts, Government and Economics
Daniel Seidel Daniel Seidel's Oppenheimer & Co. Inc. Experience November 2013 - Present
Job Financial Advisor Investments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. November 2013 - Present
Education
University of Washington 2009 — 2011
Bachelor's Degree, Anthropology
North Seattle Community College 2008 — 2009
Associate's Degree
Des Moines Area Community College 2007 — 2008
Fackelbärarnas Bibelskola 2004 — 2007
Oppenheimer & Co. Inc. November 2013 - Present
Education
University of Washington 2009 — 2011
Bachelor's Degree, Anthropology
North Seattle Community College 2008 — 2009
Associate's Degree
Des Moines Area Community College 2007 — 2008
Fackelbärarnas Bibelskola 2004 — 2007
Anthony Matos Anthony Matos's Oppenheimer & Co. Inc. Experience May 2014 - July 2014
Job Legal Intern at Financial Industry Regulatory Authority (FINRA)
Industry Real Estate
Experience
The Law Offices of Andrew J. Schatkin February 2015 - Present
Financial Industry Regulatory Authority (FINRA) September 2014 - November 2014
Oppenheimer & Co. Inc. May 2014 - July 2014
Capell Barnett Matalon & Schoenfeld LLP May 2013 - August 2013
The Lodge at Woodloch July 2011 - April 2012
Centre for Cooperation in the Mediterranean January 2011 - May 2011
Skills
Spanish-speaking, Creative Writing, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Social Media Marketing, Event Management, Facebook, Customer Service, Social Networking, Marketing, Event Planning, Research, Marketing Strategy, Microsoft Office, Fundraising, Teamwork, Legal Research, Legal Writing
Education
Hofstra University School of Law 2012 — 2015
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Fordham Prep 2005 — 2008
Fordham Prep 2005 — 2008
The Law Offices of Andrew J. Schatkin February 2015 - Present
Financial Industry Regulatory Authority (FINRA) September 2014 - November 2014
Oppenheimer & Co. Inc. May 2014 - July 2014
Capell Barnett Matalon & Schoenfeld LLP May 2013 - August 2013
The Lodge at Woodloch July 2011 - April 2012
Centre for Cooperation in the Mediterranean January 2011 - May 2011
Skills
Spanish-speaking, Creative Writing, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Social Media Marketing, Event Management, Facebook, Customer Service, Social Networking, Marketing, Event Planning, Research, Marketing Strategy, Microsoft Office, Fundraising, Teamwork, Legal Research, Legal Writing
Education
Hofstra University School of Law 2012 — 2015
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Fordham Prep 2005 — 2008
Fordham Prep 2005 — 2008
David Bellinger's Oppenheimer & Co. Inc. Experience January 2015 - Present
Job Equity Research Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
Deloitte January 2012 - December 2014
Berkery, Noyes & Co., LLC August 2011 - January 2012
Skills
Financial Modeling, Valuation, Bloomberg Terminal, Capital IQ, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Finance
Fordham University 2007 — 2011
BS, Accounting
Oppenheimer & Co. Inc. January 2015 - Present
Deloitte January 2012 - December 2014
Berkery, Noyes & Co., LLC August 2011 - January 2012
Skills
Financial Modeling, Valuation, Bloomberg Terminal, Capital IQ, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Finance
Fordham University 2007 — 2011
BS, Accounting
Melissa (LeGallee) Stewart CFP®, AIF®'s Oppenheimer & Co. Inc. Experience August 2005 - January 2011
Job Helping others through financial consulting and planning.
Industry Financial Services
Experience
Raymond James January 2011 - Present
Oppenheimer & Co. Inc. August 2005 - January 2011
Lake Michigan Credit Union December 2003 - August 2005
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, 401k, Wealth Management, Retirement, Financial Advisory, Finance, Series 7, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Pensions, Estate Planning, Investment Strategies, Securities, Business Planning, Wealth, Management, Uniform Combined State..., Public Speaking
Education
Grand Valley State University 2004 — 2009
BBA, Major in Finance & Management
Grand Rapids Community College 2002 — 2004
Associates in Arts, Business
Raymond James January 2011 - Present
Oppenheimer & Co. Inc. August 2005 - January 2011
Lake Michigan Credit Union December 2003 - August 2005
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, 401k, Wealth Management, Retirement, Financial Advisory, Finance, Series 7, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Pensions, Estate Planning, Investment Strategies, Securities, Business Planning, Wealth, Management, Uniform Combined State..., Public Speaking
Education
Grand Valley State University 2004 — 2009
BBA, Major in Finance & Management
Grand Rapids Community College 2002 — 2004
Associates in Arts, Business
Glenn McNorton Glenn McNorton's Oppenheimer & Co. Inc. Experience January 2015 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
Wells Fargo Advisors March 2009 - January 2015
Smith Barney Brokerage Firm October 2006 - March 2009
Florida Institute of CPAs (FICPA) January 2000 - June 2002
Skills
Investments, Financial Services, Financial Advisory, Asset Allocation, Investment Strategies, 401(k) Rollovers, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Estate Investment..., Business-Succession..., Fixed Income Strategies, Deferred Compensation..., Retirement-Plan..., Multigenerational..., Insurance, Wealth Management...
Education
Florida Southern College 1983 — 1984
Bachelor of Science (BS), Accounting and Finance
South Florida Community College 1981 — 1982
Associate of Arts (A.A.), Business/Accounting
Oppenheimer & Co. Inc. January 2015 - Present
Wells Fargo Advisors March 2009 - January 2015
Smith Barney Brokerage Firm October 2006 - March 2009
Florida Institute of CPAs (FICPA) January 2000 - June 2002
Skills
Investments, Financial Services, Financial Advisory, Asset Allocation, Investment Strategies, 401(k) Rollovers, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Estate Investment..., Business-Succession..., Fixed Income Strategies, Deferred Compensation..., Retirement-Plan..., Multigenerational..., Insurance, Wealth Management...
Education
Florida Southern College 1983 — 1984
Bachelor of Science (BS), Accounting and Finance
South Florida Community College 1981 — 1982
Associate of Arts (A.A.), Business/Accounting
Brandon Glick Brandon Glick's Oppenheimer & Co. Inc. Experience May 2014 - Present
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. May 2014 - Present
SkyWorks Capital July 2012 - May 2014
Goldman Sachs June 2011 - August 2011
Education
Lehigh University - College of Business and Economics 2008 — 2012
B.S. in Business and Economics, Finance
East China Normal University 2010 — 2010
Business, Language and Culture
Marin Academy 2004 — 2008
High School Diploma
Oppenheimer & Co. Inc. May 2014 - Present
SkyWorks Capital July 2012 - May 2014
Goldman Sachs June 2011 - August 2011
Education
Lehigh University - College of Business and Economics 2008 — 2012
B.S. in Business and Economics, Finance
East China Normal University 2010 — 2010
Business, Language and Culture
Marin Academy 2004 — 2008
High School Diploma
Eric Pearson Eric Pearson's Oppenheimer & Co. Inc. Experience March 2014 - Present
Job Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. March 2014 - Present
Ridgetop Research January 2012 - March 2014
Interac August 2010 - March 2011
Cornell University October 2009 - May 2010
AICPA (American Institute of Certified Public Accountants) June 2009 - August 2009
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Labor and Industrial Relations
Oppenheimer & Co. Inc. March 2014 - Present
Ridgetop Research January 2012 - March 2014
Interac August 2010 - March 2011
Cornell University October 2009 - May 2010
AICPA (American Institute of Certified Public Accountants) June 2009 - August 2009
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Labor and Industrial Relations
Harris Tuchman's Oppenheimer & Co. Inc. Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2015 - Present
Wells Fargo Advisors, LLC August 2014 - May 2015
The GMS Group August 2011 - August 2014
UBS Wealth Management June 2009 - August 2009
Capitol Securities Management June 2008 - August 2008
Smith, Attorney at Law June 2006 - August 2007
Skills
Investments, Bonds, Securities, Fixed Income, Microsoft Excel, Outlook, Equities, PowerPoint, Microsoft Office
Education
Fairleigh Dickinson University 2007 — 2011
BA, Business
Fairleigh Dickinson University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Oppenheimer & Co. Inc. June 2015 - Present
Wells Fargo Advisors, LLC August 2014 - May 2015
The GMS Group August 2011 - August 2014
UBS Wealth Management June 2009 - August 2009
Capitol Securities Management June 2008 - August 2008
Smith, Attorney at Law June 2006 - August 2007
Skills
Investments, Bonds, Securities, Fixed Income, Microsoft Excel, Outlook, Equities, PowerPoint, Microsoft Office
Education
Fairleigh Dickinson University 2007 — 2011
BA, Business
Fairleigh Dickinson University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Andrew Beatus Andrew Beatus's Oppenheimer & Co. Inc. Experience April 2015 - Present
Job Associate, Consumer Investment Banking at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2015 - Present
AGC Partners August 2013 - April 2015
Bank of America Merrill Lynch June 2012 - August 2012
New York Mercantile Exchange June 2011 - August 2011
Skills
Valuation, Financial Modeling, Series 79, Mergers & Acquisitions, Private Equity, Due Diligence, Finance, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, Venture Capital, Investments
Education
Emory University - Goizueta Business School 2011 — 2013
Emory University School of Law 2009 — 2013
J.D. / MBA
Duke 2005 — 2009
Oppenheimer & Co. Inc. April 2015 - Present
AGC Partners August 2013 - April 2015
Bank of America Merrill Lynch June 2012 - August 2012
New York Mercantile Exchange June 2011 - August 2011
Skills
Valuation, Financial Modeling, Series 79, Mergers & Acquisitions, Private Equity, Due Diligence, Finance, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, Venture Capital, Investments
Education
Emory University - Goizueta Business School 2011 — 2013
Emory University School of Law 2009 — 2013
J.D. / MBA
Duke 2005 — 2009
Eric Pearson Eric Pearson's Oppenheimer & Co. Inc. Experience March 2014 - September 2014
Job Associate Analyst Chemicals at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service March 2015 - Present
Oppenheimer & Co. Inc. March 2014 - September 2014
Ridgetop Research January 2012 - March 2014
Interac August 2010 - March 2011
Cornell University October 2009 - May 2010
AICPA (American Institute of Certified Public Accountants) June 2009 - August 2009
Skills
Risk Management..., Securities, Stock Due Diligence, Wealth Management..., Wealth-Preservation..., Tax-Efficient Strategies
Education
Cornell University 2006 — 2010
Bachelor of Science, Industrial and Labor Relations
Stuyvesant High School 2002 — 2006
High School Diploma
Moody's Investors Service March 2015 - Present
Oppenheimer & Co. Inc. March 2014 - September 2014
Ridgetop Research January 2012 - March 2014
Interac August 2010 - March 2011
Cornell University October 2009 - May 2010
AICPA (American Institute of Certified Public Accountants) June 2009 - August 2009
Skills
Risk Management..., Securities, Stock Due Diligence, Wealth Management..., Wealth-Preservation..., Tax-Efficient Strategies
Education
Cornell University 2006 — 2010
Bachelor of Science, Industrial and Labor Relations
Stuyvesant High School 2002 — 2006
High School Diploma
Emmett Clarke Emmett Clarke's Oppenheimer & Co. Inc. Experience May 2015 - June 2015
Job Student at Fordham University
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2015 - June 2015
Education
Fordham University 2014 — 2018
Greenwich High School
Berkshire School
Oppenheimer & Co. Inc. May 2015 - June 2015
Education
Fordham University 2014 — 2018
Greenwich High School
Berkshire School
Tathiane Camargo, LL.M., CAMS Tathiane Camargo, LL.M., CAMS's Oppenheimer & Co. Inc. Experience October 2014 - Present
Job Associate Director at Oppenheimer & Co. Inc.
Industry Banking
Experience
Oppenheimer & Co. Inc. October 2014 - Present
Bradesco December 2010 - September 2014
Bradesco January 2010 - November 2010
Bradesco August 2009 - December 2009
Bradesco March 2009 - July 2009
Suellen Christine Style December 2007 - February 2009
CEPA – Associated with the Brazilian BAR Association January 2005 - December 2006
Secretaria de Serviços Prefeitura de São Paulo February 2004 - December 2004
Skills
Banking, Bank Secrecy Act, AML, OFAC, Risk Assessment, Financial Risk, CAMS, Analysis, Banking Law, Due Diligence, Legal Research, Management, Risk Management, International Law, Legal Assistance, Corporate Law, Sanction, Financial Regulation, Financial Services, Retail Banking, USA PATRIOT Act, Private Banking, Operational Risk, FinCEN, Fraud, KYC, SAR, Suspicious Activity..., Anti Money Laundering, Investment Banking
Education
New York Institute of Finance 2013 — 2014
Certification in Securities Operations & Compliance
St. John's University School of Law 2012 — 2014
Master of Laws (LL.M.)
New York Institute of Finance 2011 — 2012
Certification in Banking Risk & Regulation
New York University 2011 — 2011
Certification in International Business & Finance
Faculdades Metropolitanas Unidas 2002 — 2006
Bachelor of Laws (LL.B)
Oppenheimer & Co. Inc. October 2014 - Present
Bradesco December 2010 - September 2014
Bradesco January 2010 - November 2010
Bradesco August 2009 - December 2009
Bradesco March 2009 - July 2009
Suellen Christine Style December 2007 - February 2009
CEPA – Associated with the Brazilian BAR Association January 2005 - December 2006
Secretaria de Serviços Prefeitura de São Paulo February 2004 - December 2004
Skills
Banking, Bank Secrecy Act, AML, OFAC, Risk Assessment, Financial Risk, CAMS, Analysis, Banking Law, Due Diligence, Legal Research, Management, Risk Management, International Law, Legal Assistance, Corporate Law, Sanction, Financial Regulation, Financial Services, Retail Banking, USA PATRIOT Act, Private Banking, Operational Risk, FinCEN, Fraud, KYC, SAR, Suspicious Activity..., Anti Money Laundering, Investment Banking
Education
New York Institute of Finance 2013 — 2014
Certification in Securities Operations & Compliance
St. John's University School of Law 2012 — 2014
Master of Laws (LL.M.)
New York Institute of Finance 2011 — 2012
Certification in Banking Risk & Regulation
New York University 2011 — 2011
Certification in International Business & Finance
Faculdades Metropolitanas Unidas 2002 — 2006
Bachelor of Laws (LL.B)
Ben VerWys's Oppenheimer & Co. Inc. Experience 2008 - October 2014
Job Senior Financial Advisor & CoFounder Action Point Financial; Specialize in Retirement Planning & Wealth Management
Industry Investment Management
Experience
Action Point Financial October 2014 - Present
Oppenheimer & Co. Inc. 2008 - October 2014
National City Investments 2007 - 2008
Freedom Boat Club 2006 - 2007
United States Navy 2004 - 2007
Education
Western Michigan University - Haworth College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Davenport University
B.S. Business Management
Action Point Financial October 2014 - Present
Oppenheimer & Co. Inc. 2008 - October 2014
National City Investments 2007 - 2008
Freedom Boat Club 2006 - 2007
United States Navy 2004 - 2007
Education
Western Michigan University - Haworth College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Davenport University
B.S. Business Management
Sarah McEvoy Sarah McEvoy's Oppenheimer & Co. Inc. Experience June 2010 - August 2010
Job Account Management Intern at StrawberryFrog
Industry
Experience
WGCH AM Radio - Greenwich, CT June 2014 - August 2014
Alex & Ani May 2014 - August 2014
Manursing Island Club June 2012 - August 2012
Oppenheimer & Co. Inc. June 2010 - August 2010
Skills
Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, PowerPoint, Blogging, Qualtrics, Creativity Skills, Teamwork, Research, Public Speaking, Prezi, Facebook
Education
Dickinson College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University of East Anglia
Greenwich High School 2007 — 2011
WGCH AM Radio - Greenwich, CT June 2014 - August 2014
Alex & Ani May 2014 - August 2014
Manursing Island Club June 2012 - August 2012
Oppenheimer & Co. Inc. June 2010 - August 2010
Skills
Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, PowerPoint, Blogging, Qualtrics, Creativity Skills, Teamwork, Research, Public Speaking, Prezi, Facebook
Education
Dickinson College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University of East Anglia
Greenwich High School 2007 — 2011
B. Monte Brumbaugh, CFP B. Monte Brumbaugh, CFP's Oppenheimer & Co. Inc. Experience June 2009 - Present
Job Associate Director of Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2009 - Present
Smith Barney Citigroup October 2003 - June 2009
Piper Jaffray March 1998 - October 2003
Juran and Moody Inc. January 1989 - February 1996
Education
Hamline University 1985 — 1988
Bachelor of Arts (B.A.), Economics
University of Minnesota-Twin Cities 1979 — 1981
No degree, International Business
Oppenheimer & Co. Inc. June 2009 - Present
Smith Barney Citigroup October 2003 - June 2009
Piper Jaffray March 1998 - October 2003
Juran and Moody Inc. January 1989 - February 1996
Education
Hamline University 1985 — 1988
Bachelor of Arts (B.A.), Economics
University of Minnesota-Twin Cities 1979 — 1981
No degree, International Business
Scott Foster's Oppenheimer & Co. Inc. Experience 1996 - 1997
Job Sr. Financial Analyst
Industry Internet
Experience
Fanatics, Inc. 2014 - Present
Bi-Lo Holdings 2011 - 2013
Winn Dixie Stores 2006 - 2011
One Call Care Management (Medical Services Company) 2004 - 2006
Gunther International 2002 - 2004
Intelsat (PanAmSat) 2001 - 2002
Oppenheimer & Co. Inc. (Freedom investments/BUYand HOLD) 2001 - 2002
A.M. Best Company 2000 - 2001
Janney Montgomery Scott LLC (Parker Hunter) 1997 - 1999
Oppenheimer & Co. Inc. 1996 - 1997
Skills
Executive Support, Finance, Strategic Planning, Business Strategy, Financial Analysis, Financial Reporting, Data Analysis, Analysis, Microsoft Office, PowerPoint, Financial Modeling, Operations Management, Business Analysis, Business Process..., Forecasting, Analytics, Grocery, Retail, Pricing, Microsoft Word, Manufacturing, Retail Marketing, Access, Microsoft Excel, Product Development, Marketing Strategy, Process Improvement, Competitive Analysis, Management, Budgets
Education
Fordham University 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Management, top 10%
Lehigh University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Oxford 1990 — 1990
NA- Semester Abroad
Deerfield Academy 1986 — 1989
Morristown-Beard School 1983 — 1986
Fanatics, Inc. 2014 - Present
Bi-Lo Holdings 2011 - 2013
Winn Dixie Stores 2006 - 2011
One Call Care Management (Medical Services Company) 2004 - 2006
Gunther International 2002 - 2004
Intelsat (PanAmSat) 2001 - 2002
Oppenheimer & Co. Inc. (Freedom investments/BUYand HOLD) 2001 - 2002
A.M. Best Company 2000 - 2001
Janney Montgomery Scott LLC (Parker Hunter) 1997 - 1999
Oppenheimer & Co. Inc. 1996 - 1997
Skills
Executive Support, Finance, Strategic Planning, Business Strategy, Financial Analysis, Financial Reporting, Data Analysis, Analysis, Microsoft Office, PowerPoint, Financial Modeling, Operations Management, Business Analysis, Business Process..., Forecasting, Analytics, Grocery, Retail, Pricing, Microsoft Word, Manufacturing, Retail Marketing, Access, Microsoft Excel, Product Development, Marketing Strategy, Process Improvement, Competitive Analysis, Management, Budgets
Education
Fordham University 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Management, top 10%
Lehigh University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Oxford 1990 — 1990
NA- Semester Abroad
Deerfield Academy 1986 — 1989
Morristown-Beard School 1983 — 1986
Christian DiVito's Oppenheimer & Co. Inc. Experience May 2014 - June 2015
Job Sales Development Representative at Raise
Industry Consumer Electronics
Experience
Raise.com August 2015 - Present
Oppenheimer & Co. Inc. May 2014 - June 2015
DePaul Club Hockey Team March 2014 - February 2015
DePaul Club Hockey Team March 2013 - March 2014
Flexible Benefit Service Corporation (Flex) June 2013 - September 2013
Skills
Accounts Receivable, Budgets, Management, Accounting, Leadership, Customer Service, Public Speaking, Social Media
Education
DePaul University 2011 — 2015
Raise.com August 2015 - Present
Oppenheimer & Co. Inc. May 2014 - June 2015
DePaul Club Hockey Team March 2014 - February 2015
DePaul Club Hockey Team March 2013 - March 2014
Flexible Benefit Service Corporation (Flex) June 2013 - September 2013
Skills
Accounts Receivable, Budgets, Management, Accounting, Leadership, Customer Service, Public Speaking, Social Media
Education
DePaul University 2011 — 2015
Paul Lausell Paul Lausell's Oppenheimer & Co. Inc. Experience 1995 - 2014
Job Retired
Industry Financial Services
Experience
Finger Lakes Foie, LLC May 2015 - Present
Oppenheimer & Co. Inc. 1995 - 2014
Merrill Lynch October 1989 - February 1995
Kidder Peabody August 1981 - October 1989
Skills
Public Speaking, Editing, English, Spanish, Leadership, Teaching, Training, Negotiation, Research, Fundraising, Canoeing, Business Strategy, Entrepreneurship, Business Planning, Finance, Investments, Management, Portfolio Management, Risk Management, Strategy
Education
Harvard Business School 1973 — 1975
MBA, Marketing
Dartmouth College 1968 — 1972
B.A., Anthropology
Robinson High School 1962 — 1968
High School Diploma
Commonwealth School 1955 — 1962
Elementary
Finger Lakes Foie, LLC May 2015 - Present
Oppenheimer & Co. Inc. 1995 - 2014
Merrill Lynch October 1989 - February 1995
Kidder Peabody August 1981 - October 1989
Skills
Public Speaking, Editing, English, Spanish, Leadership, Teaching, Training, Negotiation, Research, Fundraising, Canoeing, Business Strategy, Entrepreneurship, Business Planning, Finance, Investments, Management, Portfolio Management, Risk Management, Strategy
Education
Harvard Business School 1973 — 1975
MBA, Marketing
Dartmouth College 1968 — 1972
B.A., Anthropology
Robinson High School 1962 — 1968
High School Diploma
Commonwealth School 1955 — 1962
Elementary
Nicholas Fahy's Oppenheimer & Co. Inc. Experience April 2013 - August 2015
Job Fixed Income
Industry Capital Markets
Experience
Garrison Point Capital September 2015 - Present
Oppenheimer & Co. Inc. April 2013 - August 2015
Education
Dominican University of California 2007 — 2010
Bachelors of Arts, Business Administration; Finance
Garrison Point Capital September 2015 - Present
Oppenheimer & Co. Inc. April 2013 - August 2015
Education
Dominican University of California 2007 — 2010
Bachelors of Arts, Business Administration; Finance
Winta Tedla Winta Tedla's Oppenheimer & Co. Inc. Experience July 2002 - September 2005
Job An Independent Financial Advisor and Investment Banker
Industry Investment Banking
Experience
Clear Scope Advisors, Inc. June 2009 - Present
Fifth Third Securities July 2007 - February 2009
National City Bank, Aquired by PNC Financial Services September 2005 - March 2007
Oppenheimer & Co. Inc. July 2002 - September 2005
City of Detroit 2000 - 2002
Interfirst Wholesale Mortgage Lending - Now Citi Mortgage, Inc. 1998 - 2000
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Due Diligence, Asset Managment, Strategic Planning, Valuation, Capital Markets, Risk Management, Finance, Banking, Analysis, Asset Management, Business Development, Business Strategy, Cash Flow, Commercial Banking, Credit, Financial Structuring, Investment Banking, Leadership, Management, Management Consulting, Project Finance, Securities, Strategy, Bonds, Executive Management
Education
Eastern Michigan University 2000 — 2002
MBA
Clear Scope Advisors, Inc. June 2009 - Present
Fifth Third Securities July 2007 - February 2009
National City Bank, Aquired by PNC Financial Services September 2005 - March 2007
Oppenheimer & Co. Inc. July 2002 - September 2005
City of Detroit 2000 - 2002
Interfirst Wholesale Mortgage Lending - Now Citi Mortgage, Inc. 1998 - 2000
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Due Diligence, Asset Managment, Strategic Planning, Valuation, Capital Markets, Risk Management, Finance, Banking, Analysis, Asset Management, Business Development, Business Strategy, Cash Flow, Commercial Banking, Credit, Financial Structuring, Investment Banking, Leadership, Management, Management Consulting, Project Finance, Securities, Strategy, Bonds, Executive Management
Education
Eastern Michigan University 2000 — 2002
MBA
James Henry, CFP®, CRPC®'s Oppenheimer & Co. Inc. Experience July 2014 - September 2014
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Oppenheimer & Co. Inc. July 2014 - September 2014
Edward Jones June 2014 - July 2014
Ameriprise Financial Services, Inc. May 2009 - June 2014
Ameriprise Financial Services, Inc. July 2007 - May 2009
Franklin Templeton Investments October 2002 - July 2007
Education
Florida State University 1998 — 1999
Bachelor of Science, Finance
Florida State University - College of Business 1998 — 1999
BS, Finance
Ameriprise Financial Services, Inc. September 2014 - Present
Oppenheimer & Co. Inc. July 2014 - September 2014
Edward Jones June 2014 - July 2014
Ameriprise Financial Services, Inc. May 2009 - June 2014
Ameriprise Financial Services, Inc. July 2007 - May 2009
Franklin Templeton Investments October 2002 - July 2007
Education
Florida State University 1998 — 1999
Bachelor of Science, Finance
Florida State University - College of Business 1998 — 1999
BS, Finance
Susan Shwartz PhD Susan Shwartz PhD's Oppenheimer & Co. Inc. Experience July 2006 - Present
Job Financial Copywriter; Liaison Among Sales, Marketing and Compliance; Lateral Thinker
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2006 - Present
Freelance Writer September 1980 - Present
UBS May 2006 - July 2006
Citigroup August 2002 - January 2006
AllianceBernstein September 2000 - July 2002
Moody's Investors Service 1994 - 2000
Prudential Securities (now Wells Fargo) November 1988 - December 1994
Skills
Strategy, Press Releases, Marketing Communications, Newsletters, Social Networking, Editing, Corporate Communications, Alternative Investments, Publishing, Financial Services, Public Speaking, Marketing, Magazines, Research, Analytics, Thought Leadership, Financial Markets, Creative Writing, Internal Communications, Management, Finance, Hedge Funds, Advertising, Negotiation, Copy Editing, Investments, Writing, Training, Strategic Communications, Publications, Financial Analysis, Asset Management, Books, Mutual Funds, Knowledge Management, Leadership, Internal Audit, Resume Writing, Content Development, Content Strategy, Science Fiction, Portfolio Management, Investor Relations, financial writing, Military History, Medieval Studies, Strategic Partnerships, Content Management, Emerging Markets, Capital Markets
Education
Harvard University 1973 — 1977
Ph.D.
Harvard University 1972 — 1973
M.A.
Mount Holyoke College 1968 — 1972
B.A.
Dartmouth College
NEH Summer Post-Doctoral Fellowship
University of Oxford
summer study
Oppenheimer & Co. Inc. July 2006 - Present
Freelance Writer September 1980 - Present
UBS May 2006 - July 2006
Citigroup August 2002 - January 2006
AllianceBernstein September 2000 - July 2002
Moody's Investors Service 1994 - 2000
Prudential Securities (now Wells Fargo) November 1988 - December 1994
Skills
Strategy, Press Releases, Marketing Communications, Newsletters, Social Networking, Editing, Corporate Communications, Alternative Investments, Publishing, Financial Services, Public Speaking, Marketing, Magazines, Research, Analytics, Thought Leadership, Financial Markets, Creative Writing, Internal Communications, Management, Finance, Hedge Funds, Advertising, Negotiation, Copy Editing, Investments, Writing, Training, Strategic Communications, Publications, Financial Analysis, Asset Management, Books, Mutual Funds, Knowledge Management, Leadership, Internal Audit, Resume Writing, Content Development, Content Strategy, Science Fiction, Portfolio Management, Investor Relations, financial writing, Military History, Medieval Studies, Strategic Partnerships, Content Management, Emerging Markets, Capital Markets
Education
Harvard University 1973 — 1977
Ph.D.
Harvard University 1972 — 1973
M.A.
Mount Holyoke College 1968 — 1972
B.A.
Dartmouth College
NEH Summer Post-Doctoral Fellowship
University of Oxford
summer study
Marc Leibowitz Marc Leibowitz's Oppenheimer & Co. Inc. Experience December 2010 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. December 2010 - Present
Merrill Lynch November 1996 - December 2010
Israel Defense Forces December 1992 - December 1994
Education
Columbia University in the City of New York
The Jewish Theological Seminary Of America
Oppenheimer & Co. Inc. December 2010 - Present
Merrill Lynch November 1996 - December 2010
Israel Defense Forces December 1992 - December 1994
Education
Columbia University in the City of New York
The Jewish Theological Seminary Of America
David Gagliano's Oppenheimer & Co. Inc. Experience May 2013 - April 2015
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Oppenheimer & Co. Inc. May 2013 - April 2015
United States Navy December 2007 - December 2011
Norman J Toberman & Associates April 2004 - December 2007
Skills
Wealth Management..., 401(k) Rollovers, Retirement-Plan..., Investment Strategies, Deferred Compensation..., Estate Investment..., Financial Services, Fixed Income Strategies, Multigenerational..., Securities, Asset Allocation
Education
DePaul University 2011 — 2013
Bachelors of Science, Finance
Goldman Sachs April 2015 - Present
Oppenheimer & Co. Inc. May 2013 - April 2015
United States Navy December 2007 - December 2011
Norman J Toberman & Associates April 2004 - December 2007
Skills
Wealth Management..., 401(k) Rollovers, Retirement-Plan..., Investment Strategies, Deferred Compensation..., Estate Investment..., Financial Services, Fixed Income Strategies, Multigenerational..., Securities, Asset Allocation
Education
DePaul University 2011 — 2013
Bachelors of Science, Finance
Dan Goggin Dan Goggin's Oppenheimer & Co. Inc. Experience January 2015 - Present
Job Executive Director Investments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
BNP Paribas January 2012 - December 2014
Miller Tabak January 2009 - December 2012
Citigroup January 1998 - December 2007
Salomon Smith Barney January 1992 - November 1998
Kidder Peabody January 1983 - December 1992
Skills
Investments, Securities, Investment Strategies, Financial Services, Relationship Management, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Fixed Income Strategies, Deferred Compensation..., Financial Advisory, Weath Management..., Risk Management..., Retirement-Plan..., Multigenerational Weath..., Estate Investments...
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), History
Phillips Andover Academy 1976 — 1979
Oppenheimer & Co. Inc. January 2015 - Present
BNP Paribas January 2012 - December 2014
Miller Tabak January 2009 - December 2012
Citigroup January 1998 - December 2007
Salomon Smith Barney January 1992 - November 1998
Kidder Peabody January 1983 - December 1992
Skills
Investments, Securities, Investment Strategies, Financial Services, Relationship Management, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Fixed Income Strategies, Deferred Compensation..., Financial Advisory, Weath Management..., Risk Management..., Retirement-Plan..., Multigenerational Weath..., Estate Investments...
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), History
Phillips Andover Academy 1976 — 1979
Jean Atkinson Jean Atkinson's Oppenheimer & Co. Inc. Experience May 2014 - August 2014
Job Student at Davidson College
Industry Higher Education
Experience
Davidson College September 2012 - Present
Oppenheimer & Co. Inc. May 2014 - August 2014
Cambridge Leadership Associates June 2013 - August 2013
Amici Capital May 2013 - July 2013
Skills
Social Media, Microsoft Word, Leadership
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), History, Economics, Junior
Cold Spring Harbor High School 2009 — 2012
Davidson College September 2012 - Present
Oppenheimer & Co. Inc. May 2014 - August 2014
Cambridge Leadership Associates June 2013 - August 2013
Amici Capital May 2013 - July 2013
Skills
Social Media, Microsoft Word, Leadership
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), History, Economics, Junior
Cold Spring Harbor High School 2009 — 2012
James T. Kahn James T. Kahn's Oppenheimer & Co. Inc. Experience April 2008 - Present
Job Senior Director Investments, at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2008 - Present
Skills
Asset Allocation, Investment Strategies, Retirement Planning, 401(k) Rollovers, Tax-Efficient Strategies, Risk Management..., Wealth-Preservation..., Estate Investment..., Fixed Income Strategies, Retirement-Plan...
Education
University of Pennsylvania Law School 1983 — 1986
J.D., Law
The Johns Hopkins University 1975 — 1976
M.A., Writing Seminars
Dickinson College 1971 — 1975
B.A., English Language and Literature/Letters
central high school
Oppenheimer & Co. Inc. April 2008 - Present
Skills
Asset Allocation, Investment Strategies, Retirement Planning, 401(k) Rollovers, Tax-Efficient Strategies, Risk Management..., Wealth-Preservation..., Estate Investment..., Fixed Income Strategies, Retirement-Plan...
Education
University of Pennsylvania Law School 1983 — 1986
J.D., Law
The Johns Hopkins University 1975 — 1976
M.A., Writing Seminars
Dickinson College 1971 — 1975
B.A., English Language and Literature/Letters
central high school
John Gandolfo's Oppenheimer & Co. Inc. Experience October 2014 - December 2014
Job Equity Research Associate at Clarksons
Industry Financial Services
Experience
Clarksons January 2015 - Present
Oppenheimer & Co. Inc. October 2014 - December 2014
Oppenheimer & Co. Inc. August 2013 - December 2014
Emerald Asset Management January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Team Leadership, PowerPoint, Capital Markets, Analysis, Equities, Valuation, Bloomberg Terminal, Microsoft Office, Cold Calling, Writing, Business Strategy, Competitive Analysis, Asset Allocation, Trading, Investments, Finance, Research
Education
CFA Level II Candidate 2014 — 2015
Franklin & Marshall College 2009 — 2013
Bachelor's degree, Business
Loomis Chaffee 2006 — 2008
High School Diploma
Clarksons January 2015 - Present
Oppenheimer & Co. Inc. October 2014 - December 2014
Oppenheimer & Co. Inc. August 2013 - December 2014
Emerald Asset Management January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Team Leadership, PowerPoint, Capital Markets, Analysis, Equities, Valuation, Bloomberg Terminal, Microsoft Office, Cold Calling, Writing, Business Strategy, Competitive Analysis, Asset Allocation, Trading, Investments, Finance, Research
Education
CFA Level II Candidate 2014 — 2015
Franklin & Marshall College 2009 — 2013
Bachelor's degree, Business
Loomis Chaffee 2006 — 2008
High School Diploma
Amy Thome's Oppenheimer & Co. Inc. Experience December 2012 - Present
Job Director Branch Administration Manager
Industry Investment Management
Experience
Oppenheimer & Co. Inc. December 2012 - Present
Oppenheimer & Co. Inc. November 2006 - December 2012
UBS November 2005 - November 2006
First America Advisory Group August 2005 - December 2005
Verizon Wireless November 1997 - October 2005
Skills
Securities, Financial Services, Investments, Retirement, Wealth Management..., Retirement Savings
Education
Grand Valley State University
Bachelor's Degree, International Business
Oppenheimer & Co. Inc. December 2012 - Present
Oppenheimer & Co. Inc. November 2006 - December 2012
UBS November 2005 - November 2006
First America Advisory Group August 2005 - December 2005
Verizon Wireless November 1997 - October 2005
Skills
Securities, Financial Services, Investments, Retirement, Wealth Management..., Retirement Savings
Education
Grand Valley State University
Bachelor's Degree, International Business
David Cuadro's Oppenheimer & Co. Inc. Experience January 2015 - Present
Job Graduate Intern at Morgan Stanley
Industry Facilities Services
Experience
Morgan Stanley June 2015 - Present
Oppenheimer & Co. Inc. January 2015 - Present
Pacific Islander Youth Association June 2013 - Present
Nordstrom May 2014 - January 2015
San Francisco Giants April 2011 - January 2014
UPS December 2011 - January 2012
City and County of San Francisco May 2009 - August 2009
Skills
Game Day Operations, Athletics, Sports Management, Sports, Football, Team Leadership, Leadership, Entrepreneurship, Sponsorship Sales, Sponsorship, Ticket Sales, Rugby, Sales, Baseball, Sports Marketing, Social Networking, Event Management, Event Planning, Social Media, Fundraising, Time Management, Public Speaking, Scouting, Public Relations, Customer Service, Microsoft Office
Education
Hofstra University 2011 — 2015
3.37 GPA
University of Sydney 2013 — 2013
International Exchange Recipient, Business/Commerce, General
Sacred Heart Cathedral Preparatory 2007 — 2011
Highschool Diploma
Morgan Stanley June 2015 - Present
Oppenheimer & Co. Inc. January 2015 - Present
Pacific Islander Youth Association June 2013 - Present
Nordstrom May 2014 - January 2015
San Francisco Giants April 2011 - January 2014
UPS December 2011 - January 2012
City and County of San Francisco May 2009 - August 2009
Skills
Game Day Operations, Athletics, Sports Management, Sports, Football, Team Leadership, Leadership, Entrepreneurship, Sponsorship Sales, Sponsorship, Ticket Sales, Rugby, Sales, Baseball, Sports Marketing, Social Networking, Event Management, Event Planning, Social Media, Fundraising, Time Management, Public Speaking, Scouting, Public Relations, Customer Service, Microsoft Office
Education
Hofstra University 2011 — 2015
3.37 GPA
University of Sydney 2013 — 2013
International Exchange Recipient, Business/Commerce, General
Sacred Heart Cathedral Preparatory 2007 — 2011
Highschool Diploma
Rene Aviles's Oppenheimer & Co. Inc. Experience January 2012 - May 2012
Job Sumitomo Mitsui Banking Corp.
Industry Investment Banking
Experience
Sumitomo Mitsui Banking Corporation June 2014 - Present
Natixis North America October 2013 - April 2014
Safra Asset Management September 2012 - May 2013
Oppenheimer & Co. Inc. January 2012 - May 2012
Merrill Lynch January 2012 - May 2012
Skills
Hedge Funds, Bloomberg Terminal, Equity Research, Bloomberg, Equities, Financial Analysis, Corporate Finance, Brazilian Portuguese, Alternative Investments, Investments, Finance, Microsoft Excel, Investment Management, Financial Modeling, Fixed Income, Asset Management, Trading, Valuation, English, Spanish, Investment Banking, Credit, Capital Markets, Financial Markets, Bonds, Capital IQ, Financial Accounting, Global Trade Finance, Latin America
Education
Fordham University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Applied Accounting and Finance
Valley Forge Military Academy & College 2007 — 2010
Business Administration and Management, General
Sumitomo Mitsui Banking Corporation June 2014 - Present
Natixis North America October 2013 - April 2014
Safra Asset Management September 2012 - May 2013
Oppenheimer & Co. Inc. January 2012 - May 2012
Merrill Lynch January 2012 - May 2012
Skills
Hedge Funds, Bloomberg Terminal, Equity Research, Bloomberg, Equities, Financial Analysis, Corporate Finance, Brazilian Portuguese, Alternative Investments, Investments, Finance, Microsoft Excel, Investment Management, Financial Modeling, Fixed Income, Asset Management, Trading, Valuation, English, Spanish, Investment Banking, Credit, Capital Markets, Financial Markets, Bonds, Capital IQ, Financial Accounting, Global Trade Finance, Latin America
Education
Fordham University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Applied Accounting and Finance
Valley Forge Military Academy & College 2007 — 2010
Business Administration and Management, General
Lise M. Robinson, CFP®'s Oppenheimer & Co. Inc. Experience January 2011 - September 2014
Job Senior Wealth Advisor at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) September 2014 - Present
Oppenheimer & Co. Inc. January 2011 - September 2014
Wells Fargo Advisors December 2001 - May 2010
Skills
Investments, Retirement Planning
Education
Fairfield University
MBA
Beirne Wealth Consulting (BWC) September 2014 - Present
Oppenheimer & Co. Inc. January 2011 - September 2014
Wells Fargo Advisors December 2001 - May 2010
Skills
Investments, Retirement Planning
Education
Fairfield University
MBA
Charles Ziese Charles Ziese's Oppenheimer & Co. Inc. Experience 2010 - 2012
Job Financial and Credit Analysis l Corporate Treasury l Investment Banking
Industry Financial Services
Experience
Coincident Financial Group 2012 - Present
Oppenheimer & Co. Inc. 2010 - 2012
First National Capital Markets 2008 - 2010
Janney Montgomery Scott LLC 2006 - 2008
PNC Capital Markets 2003 - 2006
Duquesne Light Company 1999 - 2003
Skills
Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, Finance, Project Finance, Securities, Alternative Investments, Investments, Asset Management, Equities, Valuation, Bonds, Management, Treasury Management, Insurance, Private Equity, Capital Markets, Public Finance, Hedge Funds, LIHTC, New Markets Tax Credits, Private Activity Bonds, Fixed Annuities, Utility Finance, IRC Section 7873, Affordable Housing
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1974 — 1976
Master of Business Administration (M.B.A.), Finance and Accounting
Dartmouth College 1970 — 1974
Bachelor's degree, Biology, Economics
Coincident Financial Group 2012 - Present
Oppenheimer & Co. Inc. 2010 - 2012
First National Capital Markets 2008 - 2010
Janney Montgomery Scott LLC 2006 - 2008
PNC Capital Markets 2003 - 2006
Duquesne Light Company 1999 - 2003
Skills
Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, Finance, Project Finance, Securities, Alternative Investments, Investments, Asset Management, Equities, Valuation, Bonds, Management, Treasury Management, Insurance, Private Equity, Capital Markets, Public Finance, Hedge Funds, LIHTC, New Markets Tax Credits, Private Activity Bonds, Fixed Annuities, Utility Finance, IRC Section 7873, Affordable Housing
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1974 — 1976
Master of Business Administration (M.B.A.), Finance and Accounting
Dartmouth College 1970 — 1974
Bachelor's degree, Biology, Economics
Matthew Iskric Matthew Iskric's Oppenheimer & Co. Inc. Experience February 1994 - March 2009
Job Retiree at Retired most happily
Industry Financial Services
Experience
Retired - most happily October 2011 - Present
Gold Coast Bank (NY) May 2011 - Present
Interactive Resources--Marketing, Management, Manpower Consulting October 2010 - Present
Clark Dodge & Co., Inc. July 2009 - September 2010
Oppenheimer & Co. Inc. February 1994 - March 2009
Smith Barney January 1992 - January 1994
Prudential Securities 1990 - 1992
Shearson Lehman Brothers January 1982 - January 1990
Thomson McKinnon Securities January 1981 - January 1982
Bear Stearns & Co January 1980 - January 1981
Skills
Investments, Portfolio Management, AML, Mutual Funds, Business Development
Education
Fordham University 1968 — 1971
BA, Political Science
Retired - most happily October 2011 - Present
Gold Coast Bank (NY) May 2011 - Present
Interactive Resources--Marketing, Management, Manpower Consulting October 2010 - Present
Clark Dodge & Co., Inc. July 2009 - September 2010
Oppenheimer & Co. Inc. February 1994 - March 2009
Smith Barney January 1992 - January 1994
Prudential Securities 1990 - 1992
Shearson Lehman Brothers January 1982 - January 1990
Thomson McKinnon Securities January 1981 - January 1982
Bear Stearns & Co January 1980 - January 1981
Skills
Investments, Portfolio Management, AML, Mutual Funds, Business Development
Education
Fordham University 1968 — 1971
BA, Political Science
Behzad Mansouri's Oppenheimer & Co. Inc. Experience January 2014 - Present
Job Executive Director at Oppenheimer & Co. Inc.
Industry Banking
Experience
Oppenheimer & Co. Inc. January 2014 - Present
Credit Agricole CIB January 2012 - June 2013
BNY Mellon September 2006 - December 2011
PNC June 2005 - August 2006
Barclays Investment Bank April 2002 - June 2005
Merrill Lynch September 1996 - April 2002
Skills
Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Investment Banking, Portfolio Management, Structured Products, Hedge Funds, Asset Management
Education
Columbia University in the City of New York 2008 — 2010
Master of Arts (M.A.), Mathematical Finance
Columbia University in the City of New York 1994 — 1996
Bachelor of Arts (B.A.), Econ/Math
Oppenheimer & Co. Inc. January 2014 - Present
Credit Agricole CIB January 2012 - June 2013
BNY Mellon September 2006 - December 2011
PNC June 2005 - August 2006
Barclays Investment Bank April 2002 - June 2005
Merrill Lynch September 1996 - April 2002
Skills
Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Investment Banking, Portfolio Management, Structured Products, Hedge Funds, Asset Management
Education
Columbia University in the City of New York 2008 — 2010
Master of Arts (M.A.), Mathematical Finance
Columbia University in the City of New York 1994 — 1996
Bachelor of Arts (B.A.), Econ/Math
Cary Stalnecker Cary Stalnecker's Oppenheimer & Co. Inc. Experience July 2012 - Present
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. July 2012 - Present
Johnson & Johnson March 2010 - July 2012
Ethicon, Inc. June 2007 - March 2010
Deutsche Bank June 2002 - August 2005
Skills
Investments, Investment Strategies, Asset Allocation, 401(k) Rollovers, Wealth-Preservation..., Retirement Savings, Estate Investment..., Business-Succession..., Fixed Income Strategies, Deferred Compensation..., Stock Due Diligence, Retirement-Plan..., Multigenerational..., Risk Management...
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, MBA, Finance, Marketing and International Business
University of Southern California 1998 — 2002
BS, Economics
London School of Economics and Political Science 2000 — 2001
Certificate in The General Course, Economics and Industrial Relations
Oppenheimer & Co. Inc. July 2012 - Present
Johnson & Johnson March 2010 - July 2012
Ethicon, Inc. June 2007 - March 2010
Deutsche Bank June 2002 - August 2005
Skills
Investments, Investment Strategies, Asset Allocation, 401(k) Rollovers, Wealth-Preservation..., Retirement Savings, Estate Investment..., Business-Succession..., Fixed Income Strategies, Deferred Compensation..., Stock Due Diligence, Retirement-Plan..., Multigenerational..., Risk Management...
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, MBA, Finance, Marketing and International Business
University of Southern California 1998 — 2002
BS, Economics
London School of Economics and Political Science 2000 — 2001
Certificate in The General Course, Economics and Industrial Relations
Dharma Bhagavathi's Oppenheimer & Co. Inc. Experience July 1998 - October 1999
Job Technology & Digital Strategy, Global Innovation Management, Business Case Driven Planning, Effective People Leader
Industry Information Technology and Services
Experience
Sanofi February 2010 - Present
sanofi-aventis April 2005 - January 2010
Aventis July 2003 - March 2005
Sybase March 2000 - October 2001
Oppenheimer & Co. Inc. July 1998 - October 1999
Fairleigh Dickinson University August 1995 - May 1998
Southern Illinois University Edwardsville August 1993 - May 1995
Skills
Innovation Management, Strategy Development, Digital Strategy, BusinessTechnology..., Business Case, Process Improvement, Enterprise Architecture, IT Strategy, Program Management, Pharmaceutical Industry, ITIL, SDLC, Business Analysis, Change Management, SOA, Business Process..., Entrepreneurship, Business Architecture, Communication Skills, Intercultural..., Cross-functional Team...
Education
Drexel University 2010 — 2013
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship, 3.9 GPA
Old Dominion University 1990 — 1993
Ph.D., Computer Science, Parallel Architectures and Algorithms, 3.9
University of Hyderabad 1987 — 1989
Masters in Computer Science, Algorithms, Architecture, Artificial Intelligence
Sanofi February 2010 - Present
sanofi-aventis April 2005 - January 2010
Aventis July 2003 - March 2005
Sybase March 2000 - October 2001
Oppenheimer & Co. Inc. July 1998 - October 1999
Fairleigh Dickinson University August 1995 - May 1998
Southern Illinois University Edwardsville August 1993 - May 1995
Skills
Innovation Management, Strategy Development, Digital Strategy, BusinessTechnology..., Business Case, Process Improvement, Enterprise Architecture, IT Strategy, Program Management, Pharmaceutical Industry, ITIL, SDLC, Business Analysis, Change Management, SOA, Business Process..., Entrepreneurship, Business Architecture, Communication Skills, Intercultural..., Cross-functional Team...
Education
Drexel University 2010 — 2013
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship, 3.9 GPA
Old Dominion University 1990 — 1993
Ph.D., Computer Science, Parallel Architectures and Algorithms, 3.9
University of Hyderabad 1987 — 1989
Masters in Computer Science, Algorithms, Architecture, Artificial Intelligence
Michael Dunlevy's Oppenheimer & Co. Inc. Experience June 2014 - January 2015
Job Equity Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Oppenheimer & Co. Inc. June 2014 - January 2015
Credit Suisse June 2013 - August 2013
Maxim Group July 2011 - August 2011
Office of the Governor, State of New Jersey June 2011 - July 2011
Nomura Securities May 2010 - June 2010
Skills
Microsoft Excel, Sales, Bloomberg, Fixed Income, MBS, Public Relations, Marketing Communications, Press Releases, People-oriented, Writing, Political Campaigns, Social Media, Foreign Exchange, Editing, Analytics, Strategic Communications
Education
Emerson College 2010 — 2014
Bachelor's Degree, Political Communication
Morristown-Beard School 2006 — 2010
Bloomberg LP February 2015 - Present
Oppenheimer & Co. Inc. June 2014 - January 2015
Credit Suisse June 2013 - August 2013
Maxim Group July 2011 - August 2011
Office of the Governor, State of New Jersey June 2011 - July 2011
Nomura Securities May 2010 - June 2010
Skills
Microsoft Excel, Sales, Bloomberg, Fixed Income, MBS, Public Relations, Marketing Communications, Press Releases, People-oriented, Writing, Political Campaigns, Social Media, Foreign Exchange, Editing, Analytics, Strategic Communications
Education
Emerson College 2010 — 2014
Bachelor's Degree, Political Communication
Morristown-Beard School 2006 — 2010
Kevin Baum's Oppenheimer & Co. Inc. Experience April 2013 - Present
Job
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2013 - Present
Sommerlyn Associates January 2013 - March 2013
Harkess-Ord August 2012 - January 2013
Halstead Property April 2011 - January 2013
Coriolis Partners December 2009 - March 2011
PJ Inc. April 2009 - March 2011
Richmond Events September 2006 - March 2009
Colemanbrandworx December 2005 - December 2006
BrandWizard Technologies May 2004 - April 2005
Skills
Securities, Relationship Management, 401(k) Rollovers, Financial Advisory
Education
Endicott College 1998 — 2003
BFA
Oppenheimer & Co. Inc. April 2013 - Present
Sommerlyn Associates January 2013 - March 2013
Harkess-Ord August 2012 - January 2013
Halstead Property April 2011 - January 2013
Coriolis Partners December 2009 - March 2011
PJ Inc. April 2009 - March 2011
Richmond Events September 2006 - March 2009
Colemanbrandworx December 2005 - December 2006
BrandWizard Technologies May 2004 - April 2005
Skills
Securities, Relationship Management, 401(k) Rollovers, Financial Advisory
Education
Endicott College 1998 — 2003
BFA
Kevin Doney Kevin Doney's Oppenheimer & Co. Inc. Experience February 2014 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry
Experience
Oppenheimer & Co. Inc. February 2014 - Present
Mesirow Financial September 1993 - January 2014
Education
DePaul University College of Law 1990 — 1993
Juris Doctor (J.D.)
University of Alabama 1981 — 1985
Bachelor’s Degree, Accounting
Oppenheimer & Co. Inc. February 2014 - Present
Mesirow Financial September 1993 - January 2014
Education
DePaul University College of Law 1990 — 1993
Juris Doctor (J.D.)
University of Alabama 1981 — 1985
Bachelor’s Degree, Accounting
Maxwell Peara Maxwell Peara's Oppenheimer & Co. Inc. Experience December 2013 - January 2014
Job GCRM at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - August 2014
Oppenheimer & Co. Inc. December 2013 - January 2014
Plurimi Capital LLP July 2013 - August 2013
Peara Premium Products January 2013 - June 2013
Sunningdale Golf Club May 2012 - August 2012
Skills
Teamwork, Organization, Microsoft Office, Public Speaking, Social Media, Facebook, Access, Social Networking, Time Management, Strategic Planning, Editing, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Finance
Education
Fordham University 2012 — 2015
Bachelor of Science (B.S.), Finance; Minor in Computer Science, 3.80
J.P. Morgan June 2014 - August 2014
Oppenheimer & Co. Inc. December 2013 - January 2014
Plurimi Capital LLP July 2013 - August 2013
Peara Premium Products January 2013 - June 2013
Sunningdale Golf Club May 2012 - August 2012
Skills
Teamwork, Organization, Microsoft Office, Public Speaking, Social Media, Facebook, Access, Social Networking, Time Management, Strategic Planning, Editing, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Finance
Education
Fordham University 2012 — 2015
Bachelor of Science (B.S.), Finance; Minor in Computer Science, 3.80
W. Ryan Shreero's Oppenheimer & Co. Inc. Experience August 2005 - Present
Job Senior Director Corporate & Executive Services at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2005 - Present
Bear Stearns August 2001 - July 2005
Skills
Rule 144, Equities, Securities, Restricted & Control..., Rule 10b5-1 Trading..., Hedging & Monetization..., Investment Banking, Rule 10b-18 Corporate..., Tax Deferred Exchanges, Employee Stock Options, Section 16, Alternative Investments
Education
Florida State University 1998 — 2001
Bachelor of Science (B.S.), Finance & Multinational Business Operations
Oppenheimer & Co. Inc. August 2005 - Present
Bear Stearns August 2001 - July 2005
Skills
Rule 144, Equities, Securities, Restricted & Control..., Rule 10b5-1 Trading..., Hedging & Monetization..., Investment Banking, Rule 10b-18 Corporate..., Tax Deferred Exchanges, Employee Stock Options, Section 16, Alternative Investments
Education
Florida State University 1998 — 2001
Bachelor of Science (B.S.), Finance & Multinational Business Operations
Suzy Tan's Oppenheimer & Co. Inc. Experience June 2015 - August 2015
Job Institutional Sales and Trading Summer Intern at Oppenheimer & Co. Inc.
Industry
Experience
Oppenheimer & Co. Inc. June 2015 - August 2015
Janney Montgomery Scott LLC September 2014 - November 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint development, EDGAR filings, Capital IQ, Leadership
Education
Dartmouth College 2012 — 2016
Bachelor’s Degree, Economics, Sociology
Oppenheimer & Co. Inc. June 2015 - August 2015
Janney Montgomery Scott LLC September 2014 - November 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint development, EDGAR filings, Capital IQ, Leadership
Education
Dartmouth College 2012 — 2016
Bachelor’s Degree, Economics, Sociology
Emil J Jutrowski Emil J Jutrowski's Oppenheimer & Co. Inc. Experience June 2001 - February 2011
Job Senior Vice President at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc. February 2011 - Present
Oppenheimer & Co. Inc. June 2001 - February 2011
Janney Montgomery Scott LLC January 2001 - June 2001
Tucker Anthony R.L.Day & Company September 1991 - January 2001
REICH&CO. September 1991 - June 1993
Brown Brothers Harriman & Co. January 1981 - September 1991
IRVING TRUST COMPANY June 1978 - January 1981
Skills
Investments, Equities, Fixed Income, Risk Management, Asset Management, Banking, Finance, Hedge Funds, Options, Portfolio Management, Wealth Management, Financial Markets, Structured Products, Mutual Funds, Relationship Management, Capital Markets, Trading, Bloomberg, Securities, Corporate Finance, Derivatives, Alternative Investments, Investment Banking, Series 63, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Financial Planning
Education
Fordham Gabelli School of Business 1974 — 1978
Bachelor of Science (B.S.), Accounting and Finance, Bachelor of Science -Accounting
Fordham University-CBA 1974 — 1978
Bachelor of Science, Accounting CBA
Capitol Securities Management Inc. February 2011 - Present
Oppenheimer & Co. Inc. June 2001 - February 2011
Janney Montgomery Scott LLC January 2001 - June 2001
Tucker Anthony R.L.Day & Company September 1991 - January 2001
REICH&CO. September 1991 - June 1993
Brown Brothers Harriman & Co. January 1981 - September 1991
IRVING TRUST COMPANY June 1978 - January 1981
Skills
Investments, Equities, Fixed Income, Risk Management, Asset Management, Banking, Finance, Hedge Funds, Options, Portfolio Management, Wealth Management, Financial Markets, Structured Products, Mutual Funds, Relationship Management, Capital Markets, Trading, Bloomberg, Securities, Corporate Finance, Derivatives, Alternative Investments, Investment Banking, Series 63, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Financial Planning
Education
Fordham Gabelli School of Business 1974 — 1978
Bachelor of Science (B.S.), Accounting and Finance, Bachelor of Science -Accounting
Fordham University-CBA 1974 — 1978
Bachelor of Science, Accounting CBA
Justin Garber's Oppenheimer & Co. Inc. Experience June 2015 - August 2015
Job Student at Emory University Goizueta Business School Seeking Finance Internship
Industry Financial Services
Experience
Emory Goizuetta Business School January 2015 - Present
Oppenheimer & Co. Inc. June 2015 - August 2015
Sentinel Investment Advisors, LLC June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking
Education
Emory University - Goizueta Business School 2013 — 2017
Finance, General, Sophomore
Emory Goizuetta Business School January 2015 - Present
Oppenheimer & Co. Inc. June 2015 - August 2015
Sentinel Investment Advisors, LLC June 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking
Education
Emory University - Goizueta Business School 2013 — 2017
Finance, General, Sophomore
Alex Zhong Alex Zhong's Oppenheimer & Co. Inc. Experience August 2015 - Present
Job Intern at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2015 - Present
Lloyds Banking Group June 2015 - August 2015
Oppenheimer & Co. Inc. January 2015 - May 2015
Merrill Lynch June 2014 - September 2014
Sinolink Securities, LLC. February 2014 - May 2014
Estimize August 2013 - February 2014
LeadPlace May 2013 - August 2013
Congressman Steve Rothman's Office July 2012 - August 2012
H&Y Law Firm July 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Teamwork, Entrepreneurship, Microsoft Word, Start-ups, Valuation, Research, HTML, Intranet Quorum, Data Mining, Bloomberg, PowerPoint, Public Speaking, Social Media, Data Analysis, Finance, Investments, Economics
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Sophomore
East China Normal University 2014 — 2014
NYU Shanghai Study Abroad
Fort Lee High School 2008 — 2012
High School Degree
Oppenheimer & Co. Inc. August 2015 - Present
Lloyds Banking Group June 2015 - August 2015
Oppenheimer & Co. Inc. January 2015 - May 2015
Merrill Lynch June 2014 - September 2014
Sinolink Securities, LLC. February 2014 - May 2014
Estimize August 2013 - February 2014
LeadPlace May 2013 - August 2013
Congressman Steve Rothman's Office July 2012 - August 2012
H&Y Law Firm July 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Teamwork, Entrepreneurship, Microsoft Word, Start-ups, Valuation, Research, HTML, Intranet Quorum, Data Mining, Bloomberg, PowerPoint, Public Speaking, Social Media, Data Analysis, Finance, Investments, Economics
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Sophomore
East China Normal University 2014 — 2014
NYU Shanghai Study Abroad
Fort Lee High School 2008 — 2012
High School Degree
Matthew Hershenhorn Matthew Hershenhorn's Oppenheimer & Co. Inc. Experience May 2015 - Present
Job Summer Intern, Private Client Division at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2015 - Present
Student Voice, Inc. July 2014 - Present
Esquire Bank LLC July 2014 - August 2014
Wolfe Research, LLC June 2013 - August 2013
Office of the Public Advocate for the City of New York July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Research, Technical Writing, English, Spanish, Public Speaking, Customer Service, Event Planning, Online Publishing, Website Development, Digital Media, Financial Modeling, Financial Reporting, Retail Banking, Equity Valuation, DCF Valuation, Equity Research, Freight Transportation, Real Estate Economics, Real Estate Financing, Commercial Real Estate, Macroeconomics, History of Philosophy, Philosophy of Mind, Phenomenology, Stand-up Comedy, Alto Saxophone, Tenor Saxophone, Piano, Sailing, Tennis, Golf
Education
Emory University 2012 — 2016
Bachelor's Degree, Economics & Philosophy, Junior
Oppenheimer & Co. Inc. May 2015 - Present
Student Voice, Inc. July 2014 - Present
Esquire Bank LLC July 2014 - August 2014
Wolfe Research, LLC June 2013 - August 2013
Office of the Public Advocate for the City of New York July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Research, Technical Writing, English, Spanish, Public Speaking, Customer Service, Event Planning, Online Publishing, Website Development, Digital Media, Financial Modeling, Financial Reporting, Retail Banking, Equity Valuation, DCF Valuation, Equity Research, Freight Transportation, Real Estate Economics, Real Estate Financing, Commercial Real Estate, Macroeconomics, History of Philosophy, Philosophy of Mind, Phenomenology, Stand-up Comedy, Alto Saxophone, Tenor Saxophone, Piano, Sailing, Tennis, Golf
Education
Emory University 2012 — 2016
Bachelor's Degree, Economics & Philosophy, Junior
Davis Thacker Davis Thacker's Oppenheimer & Co. Inc. Experience May 2013 - August 2013
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
Georgetown University Alumni & Student Federal Credit Union August 2011 - May 2015
Barclays Investment Bank May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - August 2013
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor's Degree, Finance and Marketing
Stifel Financial Corp. August 2015 - Present
Georgetown University Alumni & Student Federal Credit Union August 2011 - May 2015
Barclays Investment Bank May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - August 2013
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor's Degree, Finance and Marketing
Doug Purcell Doug Purcell's Oppenheimer & Co. Inc. Experience October 2011 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2011 - Present
UBS Financial Services Inc. July 2005 - September 2011
Skills
Financial Services, Insurance, 401(k) Rollovers, Asset Allocation, Retirement Savings, Tax-Efficient Stategies, Wealth Management...
Education
DePaul University College of Law
J.D.
University of Illinois at Urbana-Champaign
B.S., Finance
Oppenheimer & Co. Inc. October 2011 - Present
UBS Financial Services Inc. July 2005 - September 2011
Skills
Financial Services, Insurance, 401(k) Rollovers, Asset Allocation, Retirement Savings, Tax-Efficient Stategies, Wealth Management...
Education
DePaul University College of Law
J.D.
University of Illinois at Urbana-Champaign
B.S., Finance
Ashleigh Frank Ashleigh Frank's Oppenheimer & Co. Inc. Experience July 2015 - Present
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2015 - Present
Georgetown University Alumni & Student Federal Credit Union September 2012 - Present
Credit Suisse June 2014 - August 2014
Ivy Insiders May 2012 - August 2012
Skills
Microsoft Excel
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Economics
Germantown Friends School 2005 — 2011
Oppenheimer & Co. Inc. July 2015 - Present
Georgetown University Alumni & Student Federal Credit Union September 2012 - Present
Credit Suisse June 2014 - August 2014
Ivy Insiders May 2012 - August 2012
Skills
Microsoft Excel
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Economics
Germantown Friends School 2005 — 2011
Anthony D'Ascoli, CIMA®, CRPC®'s Oppenheimer & Co. Inc. Experience September 2013 - Present
Job Senior Director Investments, Omega Portfolio Managment at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2013 - Present
UBS June 2009 - July 2013
Bank of America Merrill Lynch January 2000 - June 2009
Greenwich Estates LLC January 2002 - December 2004
Symantec April 1991 - September 1998
Kraft Foods Group December 1986 - December 1990
IBM December 1987 - December 1988
Combe Incorporated December 1980 - December 1986
Skills
Financial Services, Estate Investment..., 401(k) Rollovers, Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Multigenerational..., Asset Allocation, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Strategies, Investments
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certified Investment Management Analyst (CIMA®) Investment Management Consultants Association (IMCA)
Harvard Business School 1997 — 1997
Executive Program
Iona College 1984 — 1988
B.S. Double Major
Oppenheimer & Co. Inc. September 2013 - Present
UBS June 2009 - July 2013
Bank of America Merrill Lynch January 2000 - June 2009
Greenwich Estates LLC January 2002 - December 2004
Symantec April 1991 - September 1998
Kraft Foods Group December 1986 - December 1990
IBM December 1987 - December 1988
Combe Incorporated December 1980 - December 1986
Skills
Financial Services, Estate Investment..., 401(k) Rollovers, Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Multigenerational..., Asset Allocation, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Strategies, Investments
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certified Investment Management Analyst (CIMA®) Investment Management Consultants Association (IMCA)
Harvard Business School 1997 — 1997
Executive Program
Iona College 1984 — 1988
B.S. Double Major
Anna Darmiento's Oppenheimer & Co. Inc. Experience June 2007 - August 2007
Job Vice President, Implementation Analyst at MarkitSERV
Industry Financial Services
Experience
Markit November 2012 - Present
Markit August 2009 - November 2012
Bloomberg June 2008 - August 2008
Oppenheimer & Co. Inc. June 2007 - August 2007
Skills
Analysis, Project Management, Business Analysis, Microsoft Excel, Salesforce.com, Team Leadership, Time Management, Teamwork, Conference Coordination, Trading Systems, Credit Derivatives, Bloomberg, Market Data, Swaps, Outlook, SnagIt, Event Planning, Electronic Trading, Derivatives, PowerPoint, RFP Generation, Charity, Video Conferencing, Audio Conferencing, Microsoft Word, JIRA, Web Conferences, Sustainability, Cost Reporting, Cost Management, Corporate Social..., Microsoft SQL Server, Equities, Hedge Funds, Data Reconciliation
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor's, Mathematics
Hobart and William Smith Colleges 2005 — 2009
Minor, Public Policy Studies
Universiteit Maastricht 2007 — 2007
Study Abroad, Mathematics
Markit November 2012 - Present
Markit August 2009 - November 2012
Bloomberg June 2008 - August 2008
Oppenheimer & Co. Inc. June 2007 - August 2007
Skills
Analysis, Project Management, Business Analysis, Microsoft Excel, Salesforce.com, Team Leadership, Time Management, Teamwork, Conference Coordination, Trading Systems, Credit Derivatives, Bloomberg, Market Data, Swaps, Outlook, SnagIt, Event Planning, Electronic Trading, Derivatives, PowerPoint, RFP Generation, Charity, Video Conferencing, Audio Conferencing, Microsoft Word, JIRA, Web Conferences, Sustainability, Cost Reporting, Cost Management, Corporate Social..., Microsoft SQL Server, Equities, Hedge Funds, Data Reconciliation
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor's, Mathematics
Hobart and William Smith Colleges 2005 — 2009
Minor, Public Policy Studies
Universiteit Maastricht 2007 — 2007
Study Abroad, Mathematics
Joe Venuto's Oppenheimer & Co. Inc. Experience May 2004 - June 2005
Job Founder & CEO
Industry Marketing and Advertising
Experience
Joe Venuto Media January 2010 - Present
Kauffman Foundation August 2008 - January 2010
Amplifinity (Formerly uRefer) July 2008 - November 2008
Good Business, L.L.C. January 2006 - June 2008
Oppenheimer & Co. Inc. May 2004 - June 2005
Skills
Business Planning, Public Speaking, Entrepreneurship, Finance, Automotive, sneakers, Social Media, Social Media Development, Digital Media, Digital Marketing, Facebook, Twitter, YouTube, tastemaker, Time Management, Start-ups, Social Media Marketing, Public Relations, Marketing, Management, Leadership, Editing, Customer Service, Blogging, Advertising, Marketing Communications, Nonprofits, Social Networking
Education
Eastern Michigan University 2004 — 2008
BA, Communications
The University of Kansas 2004 — 2004
Brother Rice 1997 — 2001
Joe Venuto Media January 2010 - Present
Kauffman Foundation August 2008 - January 2010
Amplifinity (Formerly uRefer) July 2008 - November 2008
Good Business, L.L.C. January 2006 - June 2008
Oppenheimer & Co. Inc. May 2004 - June 2005
Skills
Business Planning, Public Speaking, Entrepreneurship, Finance, Automotive, sneakers, Social Media, Social Media Development, Digital Media, Digital Marketing, Facebook, Twitter, YouTube, tastemaker, Time Management, Start-ups, Social Media Marketing, Public Relations, Marketing, Management, Leadership, Editing, Customer Service, Blogging, Advertising, Marketing Communications, Nonprofits, Social Networking
Education
Eastern Michigan University 2004 — 2008
BA, Communications
The University of Kansas 2004 — 2004
Brother Rice 1997 — 2001
Darshana Motipara's Oppenheimer & Co. Inc. Experience May 2015 - August 2015
Job Actively seeking Internship opportunities
Industry Financial Services
Experience
Florida Atlantic University August 2014 - Present
Oppenheimer & Co. Inc. May 2015 - August 2015
Marquis Marketing LLC November 2013 - August 2014
FemCare Trading LLC February 2013 - October 2013
Skills
Microsoft Excel, Microsoft Access, Microsoft Powerpoint, Visio, Basic SQL, VBA, Basic C++, Finance, Basic Accounting, Investment analysis, Excel Minor, Analytical Skills, High Organizational..., Interpersonal Skill, Valuation, PowerPoint, Accounting, Financial Reporting, Business Analysis, Process Improvement, Microsoft Office
Education
Florida Atlantic University 2014 — 2016
Master of Business Administration (MBA), Finance
Florida Atlantic University 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Florida Atlantic University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Indian River State College 2009 — 2010
Associate of Arts (AA)
Florida Atlantic University August 2014 - Present
Oppenheimer & Co. Inc. May 2015 - August 2015
Marquis Marketing LLC November 2013 - August 2014
FemCare Trading LLC February 2013 - October 2013
Skills
Microsoft Excel, Microsoft Access, Microsoft Powerpoint, Visio, Basic SQL, VBA, Basic C++, Finance, Basic Accounting, Investment analysis, Excel Minor, Analytical Skills, High Organizational..., Interpersonal Skill, Valuation, PowerPoint, Accounting, Financial Reporting, Business Analysis, Process Improvement, Microsoft Office
Education
Florida Atlantic University 2014 — 2016
Master of Business Administration (MBA), Finance
Florida Atlantic University 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Florida Atlantic University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Indian River State College 2009 — 2010
Associate of Arts (AA)
Sara Fried Sara Fried's Oppenheimer & Co. Inc. Experience July 1993 - May 1996
Job Office Manager at Locust Walk
Industry Pharmaceuticals
Experience
Locust Walk September 2014 - Present
Angelo, Gordon & Co. June 2005 - June 2008
Concord International Investments September 1999 - May 2005
Deutsche Bank August 1998 - August 1999
Oppenheimer & Co. Inc. July 1993 - May 1996
Skills
Management, Investment Banking, Financial Analysis, Due Diligence, Finance, Financial Modeling, Research, Valuation, Private Equity, Investments
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
Dartmouth College 1989 — 1993
Bachelor’s Degree, Political Science and Government
The Spence School 1986 — 1989
High School
Locust Walk September 2014 - Present
Angelo, Gordon & Co. June 2005 - June 2008
Concord International Investments September 1999 - May 2005
Deutsche Bank August 1998 - August 1999
Oppenheimer & Co. Inc. July 1993 - May 1996
Skills
Management, Investment Banking, Financial Analysis, Due Diligence, Finance, Financial Modeling, Research, Valuation, Private Equity, Investments
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
Dartmouth College 1989 — 1993
Bachelor’s Degree, Political Science and Government
The Spence School 1986 — 1989
High School
Maria Paula Guimaraes's Oppenheimer & Co. Inc. Experience May 2014 - November 2014
Job Business Development Representative at AIESEC
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2014 - November 2014
AIESEC January 2013 - June 2013
Skills
Microsoft Office, Leadership, Microsoft Excel, Communication, Task Driven, Teamwork
Education
Florida International University - College of Business Administration 2012 — 2015
Bachelor of Business Administration (BBA), International Business/Finance
Gulliver Prep School 2011 — 2012
High School Diploma
The Pennington School 2010 — 2011
American School of Brasilia 2000 — 2011
Oppenheimer & Co. Inc. May 2014 - November 2014
AIESEC January 2013 - June 2013
Skills
Microsoft Office, Leadership, Microsoft Excel, Communication, Task Driven, Teamwork
Education
Florida International University - College of Business Administration 2012 — 2015
Bachelor of Business Administration (BBA), International Business/Finance
Gulliver Prep School 2011 — 2012
High School Diploma
The Pennington School 2010 — 2011
American School of Brasilia 2000 — 2011
Lance Widner, CFA, CFP®'s Oppenheimer & Co. Inc. Experience October 2014 - Present
Job Senior Director Private Equity Group at Oppenheimer & Co. Inc.
Industry Venture Capital & Private Equity
Experience
Oppenheimer & Co. Inc. October 2014 - Present
US Navy October 2014 - Present
Oppenheimer & Co. April 2011 - October 2014
First Hawaiian Bank January 2005 - October 2009
AXA Advisors April 2004 - December 2004
Merrill Lynch September 1999 - December 2003
Skills
Financial Analysis, Financial Planning, Portfolio Strategy, Corporate Finance, Portfolio Management, Emerging Markets, Spanish, Asset Allocation, Geopolitics, Country Risk Analysis, Public Speaking, Quantitative Research, Strategic Financial..., Asset Management, Business Strategy, Strategy, Risk Management, Investments, Entrepreneurship, Equities, Securities
Education
IE Business School 2009 — 2010
MBA, Finance, Emerging Markets, 3.4 GPA
Drury University 1994 — 1998
BA, Business Administration
Jefferson City High School 1990 — 1994
Oppenheimer & Co. Inc. October 2014 - Present
US Navy October 2014 - Present
Oppenheimer & Co. April 2011 - October 2014
First Hawaiian Bank January 2005 - October 2009
AXA Advisors April 2004 - December 2004
Merrill Lynch September 1999 - December 2003
Skills
Financial Analysis, Financial Planning, Portfolio Strategy, Corporate Finance, Portfolio Management, Emerging Markets, Spanish, Asset Allocation, Geopolitics, Country Risk Analysis, Public Speaking, Quantitative Research, Strategic Financial..., Asset Management, Business Strategy, Strategy, Risk Management, Investments, Entrepreneurship, Equities, Securities
Education
IE Business School 2009 — 2010
MBA, Finance, Emerging Markets, 3.4 GPA
Drury University 1994 — 1998
BA, Business Administration
Jefferson City High School 1990 — 1994
Ronald Baruch's Oppenheimer & Co. Inc. Experience February 1993 - Present
Job Executive Director Investments at Oppenheimer & Co. Inc
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 1993 - Present
Skills
Retirement Savings, Securities
Education
Harvard Business School 1977 — 1979
MBA
Oppenheimer & Co. Inc. February 1993 - Present
Skills
Retirement Savings, Securities
Education
Harvard Business School 1977 — 1979
MBA
John Tonelli John Tonelli's Oppenheimer & Co. Inc. Experience June 2015 - Present
Job Managing Director, Head of Debt Capital Markets & Syndication at Oppenheimer & Co Inc,
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2015 - Present
Garnero Group Acquisition Co., Inc (NASD: GGAC) September 2014 - Present
Argo Group International Holdings, Ltd. (NASD:AGII) February 2010 - Present
Advanced Global Capital, LLC & Advanced Global Securities Corp. August 2012 - June 2015
Corporacion America May 2009 - August 2012
Converse Bank 2009 - 2010
J.P. Morgan November 2003 - August 2009
Bear Stearns & Co., Inc. November 2003 - May 2008
International Venture Partners April 1999 - November 2003
Cadwalader, Wickersham & Taft LLP June 1992 - May 1999
Skills
Capital Markets, Emerging Markets, Investment Banking, Hedge Funds, Due Diligence, Private Equity, Investments, Corporate Finance
Education
Harvard University 2002 — 2003
Advanced Management Program
Fordham University 1990 — 1992
Doctor of Law (J.D.), International Finance
Fordham University 1989 — 1992
Master of Business Administration (M.B.A.), International Finance
Columbia University in the City of New York 1983 — 1987
Bachelor's Degree
Kent School 1979 — 1982
High School
Oppenheimer & Co. Inc. June 2015 - Present
Garnero Group Acquisition Co., Inc (NASD: GGAC) September 2014 - Present
Argo Group International Holdings, Ltd. (NASD:AGII) February 2010 - Present
Advanced Global Capital, LLC & Advanced Global Securities Corp. August 2012 - June 2015
Corporacion America May 2009 - August 2012
Converse Bank 2009 - 2010
J.P. Morgan November 2003 - August 2009
Bear Stearns & Co., Inc. November 2003 - May 2008
International Venture Partners April 1999 - November 2003
Cadwalader, Wickersham & Taft LLP June 1992 - May 1999
Skills
Capital Markets, Emerging Markets, Investment Banking, Hedge Funds, Due Diligence, Private Equity, Investments, Corporate Finance
Education
Harvard University 2002 — 2003
Advanced Management Program
Fordham University 1990 — 1992
Doctor of Law (J.D.), International Finance
Fordham University 1989 — 1992
Master of Business Administration (M.B.A.), International Finance
Columbia University in the City of New York 1983 — 1987
Bachelor's Degree
Kent School 1979 — 1982
High School
Mario Carbonaro Mario Carbonaro's Oppenheimer & Co. Inc. Experience May 2014 - August 2014
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - August 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Hensler Integrated Marketing May 2013 - December 2013
Valve Reconditioning Service May 2012 - August 2012
Skills
Microsoft Excel, Social Media Marketing, Leadership, Social Media, Marketing Strategy, Public Speaking, PowerPoint, Wealth Management, Customer Service, Advertising, Account Management, Marketing, Market Analysis, Marketing Communications, Fixed Income, Microsoft Office, Finance
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Finance
Detroit Catholic Central High School 2007 — 2011
High School Diploma
Morgan Stanley April 2015 - August 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Hensler Integrated Marketing May 2013 - December 2013
Valve Reconditioning Service May 2012 - August 2012
Skills
Microsoft Excel, Social Media Marketing, Leadership, Social Media, Marketing Strategy, Public Speaking, PowerPoint, Wealth Management, Customer Service, Advertising, Account Management, Marketing, Market Analysis, Marketing Communications, Fixed Income, Microsoft Office, Finance
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Finance
Detroit Catholic Central High School 2007 — 2011
High School Diploma
Phelan McCormack Phelan McCormack's Oppenheimer & Co. Inc. Experience July 2015 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Cornell University May 2013 - January 2014
Skills
PowerPoint, Research, Public Speaking, Microsoft Excel, Visual Basic
Education
Cornell University 2012 — 2015
Bachelor of Science (BS), Industrial Labor Relations
Providence College 2011 — 2012
Oppenheimer & Co. Inc. July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Cornell University May 2013 - January 2014
Skills
PowerPoint, Research, Public Speaking, Microsoft Excel, Visual Basic
Education
Cornell University 2012 — 2015
Bachelor of Science (BS), Industrial Labor Relations
Providence College 2011 — 2012
Chloe Gullman's Oppenheimer & Co. Inc. Experience March 2013 - Present
Job Registered Client Service Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2013 - Present
Global Brigades June 2013 - June 2014
Education
DePaul University 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.60
University of Westminster
International Business, 3.85
St. Charles East High School 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Oppenheimer & Co. Inc. March 2013 - Present
Global Brigades June 2013 - June 2014
Education
DePaul University 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.60
University of Westminster
International Business, 3.85
St. Charles East High School 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Joe Aiello's Oppenheimer & Co. Inc. Experience August 2015 - Present
Job Client Service Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2015 - Present
Joe Caputo and Sons September 2014 - August 2015
Dominican University August 2011 - May 2015
Joe Caputo and Sons August 2012 - September 2014
Oppenheimer & Co. Inc. May 2014 - August 2014
Joe Caputo and Sons July 2009 - August 2012
Skills
Microsoft Office,...
Education
Dominican University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Oppenheimer & Co. Inc. August 2015 - Present
Joe Caputo and Sons September 2014 - August 2015
Dominican University August 2011 - May 2015
Joe Caputo and Sons August 2012 - September 2014
Oppenheimer & Co. Inc. May 2014 - August 2014
Joe Caputo and Sons July 2009 - August 2012
Skills
Microsoft Office,...
Education
Dominican University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Roger J. Miller's Oppenheimer & Co. Inc. Experience 2008 - May 2015
Job Portfolio Consultant Institutional
Industry Financial Services
Experience
Invesco PowerShares May 2015 - Present
Oppenheimer & Co. Inc. 2008 - May 2015
JMP Group 2001 - 2006
Delaware Investments 1996 - 2000
Skills
CFA Level II Candidate., NASD Series 24, 7, 6,..., Series 7, Equities, Series 63, Equity Research, Hedge Funds, Securities, Alternative Investments, Capital Markets, Bloomberg, Investments, Institutional Investors, Fixed Income, Investment Banking, Emerging Markets, Trading
Education
Denison University
Bachelor's degree, Economics
Northfield Mount Hermon School
Invesco PowerShares May 2015 - Present
Oppenheimer & Co. Inc. 2008 - May 2015
JMP Group 2001 - 2006
Delaware Investments 1996 - 2000
Skills
CFA Level II Candidate., NASD Series 24, 7, 6,..., Series 7, Equities, Series 63, Equity Research, Hedge Funds, Securities, Alternative Investments, Capital Markets, Bloomberg, Investments, Institutional Investors, Fixed Income, Investment Banking, Emerging Markets, Trading
Education
Denison University
Bachelor's degree, Economics
Northfield Mount Hermon School
Brent R. Shelton Brent R. Shelton's Oppenheimer & Co. Inc. Experience July 1997 - August 1999
Job Accounting
Industry Financial Services
Experience
Accounting January 2012 - Present
Seeking Alpha January 2008 - Present
Bay Area Global Partners, LLC November 2014 - Present
Magic Consulting, Hedge Fund August 1999 - August 2003
Oppenheimer & Co. Inc. July 1997 - August 1999
FINRA 1994 - June 1997
Office of independent Counsel January 1994 - December 1995
Skills
Financial Statement..., Accounting Research, Forensic Accounting, Financial Modeling, DCF Valuation, Forecasting Quarterly..., Intrinsic Valuation, Securities, Valuation, Equity Research
Education
Golden Gate University 2004 — 2007
Macc, Accounting
Golden Gate University 2004 — 2007
Masters Certificate in Finance, Finance, General
George Mason University 1990 — 1994
BA, Government
Accounting January 2012 - Present
Seeking Alpha January 2008 - Present
Bay Area Global Partners, LLC November 2014 - Present
Magic Consulting, Hedge Fund August 1999 - August 2003
Oppenheimer & Co. Inc. July 1997 - August 1999
FINRA 1994 - June 1997
Office of independent Counsel January 1994 - December 1995
Skills
Financial Statement..., Accounting Research, Forensic Accounting, Financial Modeling, DCF Valuation, Forecasting Quarterly..., Intrinsic Valuation, Securities, Valuation, Equity Research
Education
Golden Gate University 2004 — 2007
Macc, Accounting
Golden Gate University 2004 — 2007
Masters Certificate in Finance, Finance, General
George Mason University 1990 — 1994
BA, Government
Howard Leon Howard Leon's Oppenheimer & Co. Inc. Experience January 2009 - July 2011
Job Vice President at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
Oppenheimer & Co. Inc. January 2009 - July 2011
Herbert J. Sims and Co. February 2003 - January 2009
Skills
Wealth Management, Portfolio Management
Education
George Brown College
UBS July 2011 - Present
Oppenheimer & Co. Inc. January 2009 - July 2011
Herbert J. Sims and Co. February 2003 - January 2009
Skills
Wealth Management, Portfolio Management
Education
George Brown College
Jeannie Dubbels Jeannie Dubbels's Oppenheimer & Co. Inc. Experience October 1993 - October 1998
Job Product Management | Marketing | Digital Content Development
Industry Financial Services
Experience
Citi Private Bank November 2005 - August 2015
Citi Private Bank 1999 - 2015
Citi Private Bank January 2001 - October 2005
Citi Private Bank July 1999 - December 2000
MetLife January 1999 - June 1999
Bankers Trust November 1998 - December 1998
Oppenheimer & Co. Inc. October 1993 - October 1998
Skills
Banking, Private Banking, Financial Services, Wealth Management, Business Development, Securities, Leadership, Series 7, Mutual Funds, Credit, Marketing, Management, Product Development, Marketing Strategy, Credit Cards, Wealth Management..., Portfolio Management, Equities, Investments, Private Wealth..., Web Content Management
Education
Cornell University 1991 — 1993
Bachelor's degree, Design and Environmental Analysis
Brooklyn Technical High School 1985 — 1989
High School, Industrial Design
Citi Private Bank November 2005 - August 2015
Citi Private Bank 1999 - 2015
Citi Private Bank January 2001 - October 2005
Citi Private Bank July 1999 - December 2000
MetLife January 1999 - June 1999
Bankers Trust November 1998 - December 1998
Oppenheimer & Co. Inc. October 1993 - October 1998
Skills
Banking, Private Banking, Financial Services, Wealth Management, Business Development, Securities, Leadership, Series 7, Mutual Funds, Credit, Marketing, Management, Product Development, Marketing Strategy, Credit Cards, Wealth Management..., Portfolio Management, Equities, Investments, Private Wealth..., Web Content Management
Education
Cornell University 1991 — 1993
Bachelor's degree, Design and Environmental Analysis
Brooklyn Technical High School 1985 — 1989
High School, Industrial Design
Heather Hallack Heather Hallack's Oppenheimer & Co. Inc. Experience March 1994 - October 1995
Job
Industry Financial Services
Experience
Markit April 2015 - Present
FRIC, Inc September 2012 - July 2014
ITG, Inc March 2006 - October 2010
Charles River Development November 2004 - March 2006
FlexTrade Systems, Inc. July 2002 - August 2004
Instinet Corporation April 1998 - July 2002
BNP Paribas October 1995 - April 1998
Oppenheimer & Co. Inc. March 1994 - October 1995
Skills
Analytics, Equities, Trading Systems, Trading, Electronic Trading, Equity Trading, Hedge Funds, Business Analysis, Analysis, Research, Product Management, Product Development, Requirements Analysis, Fixed Income, Options, Capital Markets, Business Strategy, Financial Markets, Securities, TCA, transaction cost..., Global Client Management, Change Management, Requirements Gathering, Management Consulting, Team Leadership, SQL, business owner, Presentation Skills, Consulting, Client Education, Strategy, Business Process..., Financial Services, Management, Investments, Business Requirements, Business Planning, Project Management, Statistics, Leadership, Microsoft Excel, Data Analysis, Financial Modeling, Investment Management, Strategic Planning, Process Improvement, PowerPoint
Education
Columbia University in the City of New York 1996 — 1998
MA
New York University 1989 — 1993
BA
Markit April 2015 - Present
FRIC, Inc September 2012 - July 2014
ITG, Inc March 2006 - October 2010
Charles River Development November 2004 - March 2006
FlexTrade Systems, Inc. July 2002 - August 2004
Instinet Corporation April 1998 - July 2002
BNP Paribas October 1995 - April 1998
Oppenheimer & Co. Inc. March 1994 - October 1995
Skills
Analytics, Equities, Trading Systems, Trading, Electronic Trading, Equity Trading, Hedge Funds, Business Analysis, Analysis, Research, Product Management, Product Development, Requirements Analysis, Fixed Income, Options, Capital Markets, Business Strategy, Financial Markets, Securities, TCA, transaction cost..., Global Client Management, Change Management, Requirements Gathering, Management Consulting, Team Leadership, SQL, business owner, Presentation Skills, Consulting, Client Education, Strategy, Business Process..., Financial Services, Management, Investments, Business Requirements, Business Planning, Project Management, Statistics, Leadership, Microsoft Excel, Data Analysis, Financial Modeling, Investment Management, Strategic Planning, Process Improvement, PowerPoint
Education
Columbia University in the City of New York 1996 — 1998
MA
New York University 1989 — 1993
BA
Matthew E. Millsap's Oppenheimer & Co. Inc. Experience November 2014 - Present
Job Client Services at Oppenheimer & Co. Inc.
Industry Insurance
Experience
Oppenheimer & Co. Inc. November 2014 - Present
Service Corporation International April 2014 - Present
Millsap Enterprises September 2010 - Present
Skills
New Business Development, Sales Management, Account Management, Business Development, Sales, Bilingual, Management, Sales Presentations, Leadership, Direct Sales, Sales Process, Sales Operations, Customer Service, Customer Satisfaction, Cold Calling, Customer Retention, Employee Benefits, Building Relationships, Training, Team Building
Education
Florida State University 1994 — 1997
Bachelor's Degree, International Finance, 3.77
Oppenheimer & Co. Inc. November 2014 - Present
Service Corporation International April 2014 - Present
Millsap Enterprises September 2010 - Present
Skills
New Business Development, Sales Management, Account Management, Business Development, Sales, Bilingual, Management, Sales Presentations, Leadership, Direct Sales, Sales Process, Sales Operations, Customer Service, Customer Satisfaction, Cold Calling, Customer Retention, Employee Benefits, Building Relationships, Training, Team Building
Education
Florida State University 1994 — 1997
Bachelor's Degree, International Finance, 3.77
Aurelia Amoruso Aurelia Amoruso's Oppenheimer & Co. Inc. Experience March 2015 - August 2015
Job Research Associate at Zucker Asset Group
Industry Retail
Experience
Zucker Asset Group August 2015 - Present
Sno-Haus Ski Shop December 2009 - Present
Oppenheimer & Co. Inc. March 2015 - August 2015
Oppenheimer & Co. July 2013 - February 2015
Mirrorball Group LLC April 2013 - July 2013
Great Bay Motorcycles June 2011 - September 2011
RCC Financial Services August 2010 - January 2011
Drew University; Housing, Conferences and Hospitality February 2007 - May 2007
Camp Start-Up at Cornell University June 2005 - June 2005
Skills
Microsoft Office, ADP..., Leadership, Data Entry, Sales, Training, Customer Service, Management, New Business Development, Research, Social Networking
Education
Drew University 2006 — 2010
Bachelor's, Sociology; Psychology
Zucker Asset Group August 2015 - Present
Sno-Haus Ski Shop December 2009 - Present
Oppenheimer & Co. Inc. March 2015 - August 2015
Oppenheimer & Co. July 2013 - February 2015
Mirrorball Group LLC April 2013 - July 2013
Great Bay Motorcycles June 2011 - September 2011
RCC Financial Services August 2010 - January 2011
Drew University; Housing, Conferences and Hospitality February 2007 - May 2007
Camp Start-Up at Cornell University June 2005 - June 2005
Skills
Microsoft Office, ADP..., Leadership, Data Entry, Sales, Training, Customer Service, Management, New Business Development, Research, Social Networking
Education
Drew University 2006 — 2010
Bachelor's, Sociology; Psychology
Peter Svorinic's Oppenheimer & Co. Inc. Experience September 1996 - January 1998
Job Director of Business Oversight at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
CFS Consulting Services, LLC. March 2011 - April 2011
Regulatory Compliance, LLC November 2010 - February 2011
Fidelity Investments September 2003 - September 2010
Fidelity Investments January 2001 - September 2003
Fidelity Investments May 1999 - January 2001
CIBC January 1998 - April 1999
Oppenheimer & Co. Inc. September 1996 - January 1998
Bear Stearns October 1995 - September 1996
J.B. Hanauer & Co., Inc. September 1989 - October 1995
Skills
Series 7, Financial Services, Mutual Funds, Securities, Risk Management, Asset Management, Investment Advisory, Series 63, Due Diligence, Strategy, Equities, Fixed Income, Asset Allocation, Wealth Management, Dispute Resolution, Investment Advisers Act, Capital Markets, Series 6, Hedge Funds, Consulting, Risk Assessment, Operational Risk..., Broker-Dealer Compliance, Institutional Sales, Options, Financial Advisory, FINRA, Alternative Investments, Finance, Financial Risk, Surveillance, Unified Managed Accounts, General Securities..., General Securities..., Wrap Accounts, RIAs, Supervisory Experience, Investments, Leadership, Business Analysis, Series 24, Series 99, Process Improvement, Financial Markets, Bonds, Governance, Management, Supervisory Skills, Regulatory Compliance, Financial Policies &...
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Executive Education
Seton Hall University 1988 — 1993
MBA
Georgetown University 1982 — 1985
Bachelor of Arts (BA)
London School of Economics and Political Science 1984 — 1984
Drew University 1981 — 1982
Fidelity Investments April 2011 - Present
CFS Consulting Services, LLC. March 2011 - April 2011
Regulatory Compliance, LLC November 2010 - February 2011
Fidelity Investments September 2003 - September 2010
Fidelity Investments January 2001 - September 2003
Fidelity Investments May 1999 - January 2001
CIBC January 1998 - April 1999
Oppenheimer & Co. Inc. September 1996 - January 1998
Bear Stearns October 1995 - September 1996
J.B. Hanauer & Co., Inc. September 1989 - October 1995
Skills
Series 7, Financial Services, Mutual Funds, Securities, Risk Management, Asset Management, Investment Advisory, Series 63, Due Diligence, Strategy, Equities, Fixed Income, Asset Allocation, Wealth Management, Dispute Resolution, Investment Advisers Act, Capital Markets, Series 6, Hedge Funds, Consulting, Risk Assessment, Operational Risk..., Broker-Dealer Compliance, Institutional Sales, Options, Financial Advisory, FINRA, Alternative Investments, Finance, Financial Risk, Surveillance, Unified Managed Accounts, General Securities..., General Securities..., Wrap Accounts, RIAs, Supervisory Experience, Investments, Leadership, Business Analysis, Series 24, Series 99, Process Improvement, Financial Markets, Bonds, Governance, Management, Supervisory Skills, Regulatory Compliance, Financial Policies &...
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Executive Education
Seton Hall University 1988 — 1993
MBA
Georgetown University 1982 — 1985
Bachelor of Arts (BA)
London School of Economics and Political Science 1984 — 1984
Drew University 1981 — 1982
Harvell Floyd Jr's Oppenheimer & Co. Inc. Experience 1993 - 1994
Job The Investment Professor
Industry Financial Services
Experience
The Sphinx Group January 2000 - Present
CMS Promotions & Advertising 2004 - Present
The Charles Schwab Corporation May 1995 - June 1997
Gruntal Inc 1993 - 1995
Oppenheimer & Co. Inc. 1993 - 1994
Skills
Social Media, Marketing, Advertising, Marketing Strategy, Image Manipulation, Typography, Strategic Planning, Digital Photography, Management, Customer Service, Social Media Marketing, Posters, Investments, Logo Design, Sales Management, Sales, Team Building, Public Speaking, Social Networking, Email Marketing, Entrepreneurship, Training, Coaching, Start-ups, Small Business, Online Advertising, SEO, Marketing Communications, Online Marketing, Brand Development
Education
DePaul University 2002 — 2014
Bachelor of Science Liberal Arts, Global Economics & Entrepreneurship, 3.675 GPA
Southern University and Agricultural and Mechanical College at Baton Rouge 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Computer Science
The Sphinx Group January 2000 - Present
CMS Promotions & Advertising 2004 - Present
The Charles Schwab Corporation May 1995 - June 1997
Gruntal Inc 1993 - 1995
Oppenheimer & Co. Inc. 1993 - 1994
Skills
Social Media, Marketing, Advertising, Marketing Strategy, Image Manipulation, Typography, Strategic Planning, Digital Photography, Management, Customer Service, Social Media Marketing, Posters, Investments, Logo Design, Sales Management, Sales, Team Building, Public Speaking, Social Networking, Email Marketing, Entrepreneurship, Training, Coaching, Start-ups, Small Business, Online Advertising, SEO, Marketing Communications, Online Marketing, Brand Development
Education
DePaul University 2002 — 2014
Bachelor of Science Liberal Arts, Global Economics & Entrepreneurship, 3.675 GPA
Southern University and Agricultural and Mechanical College at Baton Rouge 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Computer Science
Robert Malone Robert Malone's Oppenheimer & Co. Inc. Experience June 2008 - August 2008
Job Senior Underwriter at AXIS Capital
Industry Insurance
Experience
Zurich North America September 2015 - Present
AXIS Capital December 2013 - September 2015
Travelers February 2013 - December 2013
Travelers June 2010 - February 2013
Travelers 2010 - 2013
Ogilvy & Mather May 2009 - April 2010
Oppenheimer & Co. Inc. June 2008 - August 2008
Skills
Insurance, Financial Modeling, Asset Management, Investment Banking, Investments, Financial Analysis, Direct Marketing, Marketing Research, Marketing Communications, Astronomy, Photography, Social Media, Media Relations, Digital Photography, Networking, legal analysis, Music Theory, Music Production, Science, Critical Thinking, Problem Solving, Collaborative Problem..., Entrepreneurship, Technical Writing, Proposal Writing, Budgets, Underwriting, Management
Education
Fordham University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance/Business Law
Zurich North America September 2015 - Present
AXIS Capital December 2013 - September 2015
Travelers February 2013 - December 2013
Travelers June 2010 - February 2013
Travelers 2010 - 2013
Ogilvy & Mather May 2009 - April 2010
Oppenheimer & Co. Inc. June 2008 - August 2008
Skills
Insurance, Financial Modeling, Asset Management, Investment Banking, Investments, Financial Analysis, Direct Marketing, Marketing Research, Marketing Communications, Astronomy, Photography, Social Media, Media Relations, Digital Photography, Networking, legal analysis, Music Theory, Music Production, Science, Critical Thinking, Problem Solving, Collaborative Problem..., Entrepreneurship, Technical Writing, Proposal Writing, Budgets, Underwriting, Management
Education
Fordham University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance/Business Law
Peter Haas's Oppenheimer & Co. Inc. Experience June 2012 - August 2012
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Pine Grove Asset Management LLC May 2013 - August 2013
Oppenheimer & Co. Inc. June 2012 - August 2012
Pilot Advisors LP June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Finance, Investments, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Analysis, PowerPoint, Microsoft Word, Matlab, Oboe, Adobe Creative Suite, Java
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Operations Research and Engineering, Magna Cum Laude
Summit High School 2007 — 2011
High School Diploma
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Pine Grove Asset Management LLC May 2013 - August 2013
Oppenheimer & Co. Inc. June 2012 - August 2012
Pilot Advisors LP June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Finance, Investments, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Analysis, PowerPoint, Microsoft Word, Matlab, Oboe, Adobe Creative Suite, Java
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Operations Research and Engineering, Magna Cum Laude
Summit High School 2007 — 2011
High School Diploma
Patrick Monfiston-Desir Patrick Monfiston-Desir's Oppenheimer & Co. Inc. Experience 2003 - 2004
Job Certified Flight Instructor (CFIA, MEI, IGI) Aircraft Dispatcher
Industry Airlines/Aviation
Experience
Ventura Air Services June 2015 - Present
Talon Air, Inc. May 2015 - Present
Nassau Flyers Inc February 2015 - May 2015
FGI Finance 2010 - 2011
JPMorganChase Investment Services 2005 - 2006
Merrill Lynch 2004 - 2005
Oppenheimer & Co. Inc. 2003 - 2004
UBS Wealth Management 2000 - 2002
Skills
Commercial Aviation, Finance
Education
Embry-Riddle Aeronautical University 2011 — 2015
Bachelor of Science (BSc), Aeronautics/Aviation/Aerospace Science and Technology, General, Magna Cum Laude
Airline Transport Professionals 2013 — 2014
Airline Career Pilot Program, Certifications: CFI-A, MEI, CSEL, CMEL, IGI
Ventura Air Services June 2015 - Present
Talon Air, Inc. May 2015 - Present
Nassau Flyers Inc February 2015 - May 2015
FGI Finance 2010 - 2011
JPMorganChase Investment Services 2005 - 2006
Merrill Lynch 2004 - 2005
Oppenheimer & Co. Inc. 2003 - 2004
UBS Wealth Management 2000 - 2002
Skills
Commercial Aviation, Finance
Education
Embry-Riddle Aeronautical University 2011 — 2015
Bachelor of Science (BSc), Aeronautics/Aviation/Aerospace Science and Technology, General, Magna Cum Laude
Airline Transport Professionals 2013 — 2014
Airline Career Pilot Program, Certifications: CFI-A, MEI, CSEL, CMEL, IGI
Huichao Sun Huichao Sun's Oppenheimer & Co. Inc. Experience June 2010 - July 2010
Job MA Candidate at Duke University
Industry Financial Services
Experience
Duke University August 2009 - Present
Oppenheimer & Co. Inc. June 2010 - July 2010
Bank of Communications Limited July 2007 - September 2007
Bank of China July 2006 - August 2006
Education
Duke University 2009 — 2011
MA, Financial Economics
University of International Business and Economics 2005 — 2009
BS, Finance
Duke University August 2009 - Present
Oppenheimer & Co. Inc. June 2010 - July 2010
Bank of Communications Limited July 2007 - September 2007
Bank of China July 2006 - August 2006
Education
Duke University 2009 — 2011
MA, Financial Economics
University of International Business and Economics 2005 — 2009
BS, Finance
Vincent Albanese Vincent Albanese's Oppenheimer & Co. Inc. Experience June 2015 - August 2015
Job Student at Cornell University
Industry
Experience
Cornell University January 2015 - Present
Oppenheimer & Co. Inc. June 2015 - August 2015
PM Hospitality Strategies, Inc. June 2014 - August 2014
Albanese Organization, Inc. July 2012 - August 2013
Education
Cornell University 2013 — 2017
Bachelor's Degree, Bachelor of Science in Hotel Administration; Minor: Real Estate
North Shore High School 2009 — 2013
High School
Cornell University January 2015 - Present
Oppenheimer & Co. Inc. June 2015 - August 2015
PM Hospitality Strategies, Inc. June 2014 - August 2014
Albanese Organization, Inc. July 2012 - August 2013
Education
Cornell University 2013 — 2017
Bachelor's Degree, Bachelor of Science in Hotel Administration; Minor: Real Estate
North Shore High School 2009 — 2013
High School
Cory Cutsail's Oppenheimer & Co. Inc. Experience August 2014 - February 2015
Job Student Researcher at University of Delaware
Industry Financial Services
Experience
University of Delaware - McNair Scholars Program February 2015 - Present
Oppenheimer & Co. Inc. August 2014 - February 2015
WSFS Bank May 2014 - August 2014
RuffaloCODY September 2012 - August 2013
Aflac February 2013 - May 2013
Skills
Bloomberg Terminal, Mathematica, Financial Services, Trust Services, PowerPoint, Facebook, Fundraising, Social Networking, Retail Banking, Public Speaking, Microsoft Office, Grant Writing, Customer Service, Maple, Matlab, Pizza
Education
University of Delaware 2012 — 2017
Bachelor's Degree, Mathematics and Economics
Delaware Technical and Community College-Stanton-Wilmington 2013 — 2014
Visiting College Student
University of Delaware - McNair Scholars Program February 2015 - Present
Oppenheimer & Co. Inc. August 2014 - February 2015
WSFS Bank May 2014 - August 2014
RuffaloCODY September 2012 - August 2013
Aflac February 2013 - May 2013
Skills
Bloomberg Terminal, Mathematica, Financial Services, Trust Services, PowerPoint, Facebook, Fundraising, Social Networking, Retail Banking, Public Speaking, Microsoft Office, Grant Writing, Customer Service, Maple, Matlab, Pizza
Education
University of Delaware 2012 — 2017
Bachelor's Degree, Mathematics and Economics
Delaware Technical and Community College-Stanton-Wilmington 2013 — 2014
Visiting College Student
Ashley Weitzman Ashley Weitzman's Oppenheimer & Co. Inc. Experience January 2012 - June 2014
Job
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan July 2014 - Present
Oppenheimer & Co. Inc. January 2012 - June 2014
Korea Poly School July 2010 - July 2011
Kelley/Uustal, PLC February 2009 - June 2010
Imperial Finance & Trading January 2008 - January 2009
Winthrop and Jovanovich, P.A. March 2006 - January 2008
Education
Florida Atlantic University 2002 — 2005
B.A.
J.P. Morgan April 2015 - Present
J.P. Morgan July 2014 - Present
Oppenheimer & Co. Inc. January 2012 - June 2014
Korea Poly School July 2010 - July 2011
Kelley/Uustal, PLC February 2009 - June 2010
Imperial Finance & Trading January 2008 - January 2009
Winthrop and Jovanovich, P.A. March 2006 - January 2008
Education
Florida Atlantic University 2002 — 2005
B.A.
Courtney Cliffe's Oppenheimer & Co. Inc. Experience July 2015 - Present
Job Columbia Student Athlete
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2015 - Present
Columbia University Lacrosse Team September 2011 - Present
Columbia University in the City of New York September 2013 - January 2015
Columbia University One to One Tutoring Program September 2012 - November 2014
eBond Advisors June 2014 - August 2014
BoardEx June 2013 - August 2013
Revolution Lacrosse May 2010 - December 2012
Patrick V. Morasco Jr MD FACS Plastic Surgery Center March 2011 - June 2011
Skills
intermediate german, Microsoft Excel, Microsoft Office, Advertising, Microsoft Word, Event Planning
Education
Columbia University in the City of New York 2011 — 2015
Mathematics & Statistics
Masconomet Regional High School 2007 — 2011
Oppenheimer & Co. Inc. July 2015 - Present
Columbia University Lacrosse Team September 2011 - Present
Columbia University in the City of New York September 2013 - January 2015
Columbia University One to One Tutoring Program September 2012 - November 2014
eBond Advisors June 2014 - August 2014
BoardEx June 2013 - August 2013
Revolution Lacrosse May 2010 - December 2012
Patrick V. Morasco Jr MD FACS Plastic Surgery Center March 2011 - June 2011
Skills
intermediate german, Microsoft Excel, Microsoft Office, Advertising, Microsoft Word, Event Planning
Education
Columbia University in the City of New York 2011 — 2015
Mathematics & Statistics
Masconomet Regional High School 2007 — 2011
Ben Froehlich Ben Froehlich's Oppenheimer & Co. Inc. Experience May 2010 - July 2010
Job Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank June 2012 - Present
Duke University Football Program August 2008 - May 2012
Barclays Capital May 2011 - August 2011
Oppenheimer & Co. Inc. May 2010 - July 2010
Education
Duke University 2008 — 2012
BS, Economics and Political Science
Moses Brown School 2004 — 2008
Barclays Investment Bank June 2012 - Present
Duke University Football Program August 2008 - May 2012
Barclays Capital May 2011 - August 2011
Oppenheimer & Co. Inc. May 2010 - July 2010
Education
Duke University 2008 — 2012
BS, Economics and Political Science
Moses Brown School 2004 — 2008
Parker J. SantaLucia's Oppenheimer & Co. Inc. Experience May 2004 - Present
Job Executive DirectorInvestments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2004 - Present
Morgan Stanley June 1996 - May 2004
Skills
Securities, Investments, Wealth-Preservation..., Financial Services
Education
Fairfield University 1992 — 1996
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 1995 — 1995
General Course, Economics
Oppenheimer & Co. Inc. May 2004 - Present
Morgan Stanley June 1996 - May 2004
Skills
Securities, Investments, Wealth-Preservation..., Financial Services
Education
Fairfield University 1992 — 1996
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 1995 — 1995
General Course, Economics
Paula Kanno's Oppenheimer & Co. Inc. Experience April 2011 - September 2014
Job Control Room / Compliance Manager / Policies and Procedures
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2011 - September 2014
Guggenheim Partners September 2010 - April 2011
Wolters Kluwer Financial Services November 2008 - September 2010
Complinet Inc. May 2008 - August 2008
HSBC Global Banking and Markets May 2006 - February 2008
Deutsche Bank October 2005 - April 2006
BMO Capital Markets May 2004 - October 2005
Skills
Capital Markets, Investment Banking, Research, Securities, Equity Research, Control Room, Conflicts, Watch and..., Equities, Fixed Income, Chinese..., Compliance, Financial Services, FINRA, Series 7, Regulations, Regulatory Audits, Vendor Relationships, Management, Private Equity, Trading, Equity Trading, Risk, Global Research..., Financial Markets, Employee Trading, Series 24, Best Practices, SEC 138/139 - Safe..., Regulation M, JOBS Act, Financial Risk
Education
DePaul University
Bachelor of Arts (BA), English Language and Literature/Letters
Oppenheimer & Co. Inc. April 2011 - September 2014
Guggenheim Partners September 2010 - April 2011
Wolters Kluwer Financial Services November 2008 - September 2010
Complinet Inc. May 2008 - August 2008
HSBC Global Banking and Markets May 2006 - February 2008
Deutsche Bank October 2005 - April 2006
BMO Capital Markets May 2004 - October 2005
Skills
Capital Markets, Investment Banking, Research, Securities, Equity Research, Control Room, Conflicts, Watch and..., Equities, Fixed Income, Chinese..., Compliance, Financial Services, FINRA, Series 7, Regulations, Regulatory Audits, Vendor Relationships, Management, Private Equity, Trading, Equity Trading, Risk, Global Research..., Financial Markets, Employee Trading, Series 24, Best Practices, SEC 138/139 - Safe..., Regulation M, JOBS Act, Financial Risk
Education
DePaul University
Bachelor of Arts (BA), English Language and Literature/Letters
Sean McGowan's Oppenheimer & Co. Inc. Experience June 2015 - Present
Job Managing Director, Equity Research at Oppenheimer & Co. Inc.
Industry Banking
Experience
Oppenheimer & Co. Inc. June 2015 - Present
Needham & Company October 2007 - June 2015
Wedbush Morgan Securities August 2006 - 2007
Harris Nesbitt Corp. May 2003 - August 2006
Gerard Klauer Mattison & Co. February 2002 - May 2003
Gerard Klauer Mattison & Co. November 1998 - November 2002
Gerard Klauer Mattison & Co. May 1989 - November 1998
Balis Zorn Gerard Inc. 1986 - 1989
Skills
Equity Research, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Series 7, Hedge Funds, Investments, Private Equity, Equity Valuation, Private Placements, Series 63, Corporate Finance, Venture Capital, Mergers, Due Diligence, Bloomberg, Portfolio Management, Financial Analysis
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Hofstra University 1979 — 1983
B.A., English Literature and French
Oppenheimer & Co. Inc. June 2015 - Present
Needham & Company October 2007 - June 2015
Wedbush Morgan Securities August 2006 - 2007
Harris Nesbitt Corp. May 2003 - August 2006
Gerard Klauer Mattison & Co. February 2002 - May 2003
Gerard Klauer Mattison & Co. November 1998 - November 2002
Gerard Klauer Mattison & Co. May 1989 - November 1998
Balis Zorn Gerard Inc. 1986 - 1989
Skills
Equity Research, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Series 7, Hedge Funds, Investments, Private Equity, Equity Valuation, Private Placements, Series 63, Corporate Finance, Venture Capital, Mergers, Due Diligence, Bloomberg, Portfolio Management, Financial Analysis
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Hofstra University 1979 — 1983
B.A., English Literature and French
Sean F. Deming's Oppenheimer & Co. Inc. Experience May 2004 - Present
Job Managing Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2004 - Present
Education
Emory University 1985 — 1989
Oppenheimer & Co. Inc. May 2004 - Present
Education
Emory University 1985 — 1989
Polly Peters's Oppenheimer & Co. Inc. Experience April 2001 - September 2012
Job Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Self-Employed September 2012 - Present
Oppenheimer & Co. Inc. April 2001 - September 2012
Skills
Trading System, Strategic Planning, Microsoft Office, Customer Service, Strategy, Business Analysis, Public Speaking, Access, Financial Analysis, Management, Contract Negotiation, Sales, Strategic Partnerships, Microsoft Excel, Sales Operations, Sales Management, Team Building
Education
University of Kansas - Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
The University of Kansas 1994 — 1997
BGS, Geography
DePauw University 1993 — 1994
Self-Employed September 2012 - Present
Oppenheimer & Co. Inc. April 2001 - September 2012
Skills
Trading System, Strategic Planning, Microsoft Office, Customer Service, Strategy, Business Analysis, Public Speaking, Access, Financial Analysis, Management, Contract Negotiation, Sales, Strategic Partnerships, Microsoft Excel, Sales Operations, Sales Management, Team Building
Education
University of Kansas - Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
The University of Kansas 1994 — 1997
BGS, Geography
DePauw University 1993 — 1994
Kee Colen's Oppenheimer & Co. Inc. Experience December 1993 - June 2015
Job Managing Director at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. July 2015 - Present
Oppenheimer & Co. Inc. December 1993 - June 2015
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Finance
Northern Illinois University 1984 — 1987
BS, Finance
Raymond James Financial, Inc. July 2015 - Present
Oppenheimer & Co. Inc. December 1993 - June 2015
Education
Indiana University - Kelley School of Business 1987 — 1989
MBA, Finance
Northern Illinois University 1984 — 1987
BS, Finance
Cory Dorzek's Oppenheimer & Co. Inc. Experience May 2003 - June 2007
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - May 2011
Oppenheimer & Co. Inc. May 2003 - June 2007
Bear, Stearns & Co. Inc. July 2001 - May 2003
Education
Hamilton College 1997 — 2001
BA, Economics (Major), Communications (Minor)
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - May 2011
Oppenheimer & Co. Inc. May 2003 - June 2007
Bear, Stearns & Co. Inc. July 2001 - May 2003
Education
Hamilton College 1997 — 2001
BA, Economics (Major), Communications (Minor)
John Michael R. Dominguez's Oppenheimer & Co. Inc. Experience January 2015 - Present
Job Registered Client Service Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
Wrike January 2014 - June 2014
Wrike December 2013 - January 2014
Bloomberg Tradebook January 2007 - July 2012
Bloomberg LP November 2005 - January 2007
Skills
Trading System, Direct Market Access, Bloomberg, Equities, Series 7, Electronic Trading, Trading, Series 63, Fixed Income, Financial Markets, Hedge Funds, Options, Equity Trading, Order Management, Derivatives, Trading Systems, Bloomberg Terminal, Capital Markets, Salesforce.com, Portfolio Management, FINRA, FX Options, Financial Modeling, Investments, Market Data, Securities, Series 24
Education
DeVry University 2002 — 2005
Bachelor’s of Science, Business Administration; Business Information Systems
Piedmont Hills 1995 — 1999
High School Diploma
Oppenheimer & Co. Inc. January 2015 - Present
Wrike January 2014 - June 2014
Wrike December 2013 - January 2014
Bloomberg Tradebook January 2007 - July 2012
Bloomberg LP November 2005 - January 2007
Skills
Trading System, Direct Market Access, Bloomberg, Equities, Series 7, Electronic Trading, Trading, Series 63, Fixed Income, Financial Markets, Hedge Funds, Options, Equity Trading, Order Management, Derivatives, Trading Systems, Bloomberg Terminal, Capital Markets, Salesforce.com, Portfolio Management, FINRA, FX Options, Financial Modeling, Investments, Market Data, Securities, Series 24
Education
DeVry University 2002 — 2005
Bachelor’s of Science, Business Administration; Business Information Systems
Piedmont Hills 1995 — 1999
High School Diploma
Jane Meyer's Oppenheimer & Co. Inc. Experience June 2004 - February 2015
Job Executive Director at Oppenheimer
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. June 2004 - February 2015
CIBC World Markets June 2004 - January 2008
Prudential Securities 1999 - 2003
Skills
Equities, Mergers, Investment Banking, Wealth Management, Capital Markets, Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Valuation, Corporate Finance, Management, Finance, Fixed Income, Hedge Funds, Investments, Portfolio Management, Mergers
Education
Fairfield University 1987 — 1991
Bachelor’s Degree, Marketing
Oppenheimer & Co. Inc. June 2004 - February 2015
CIBC World Markets June 2004 - January 2008
Prudential Securities 1999 - 2003
Skills
Equities, Mergers, Investment Banking, Wealth Management, Capital Markets, Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Valuation, Corporate Finance, Management, Finance, Fixed Income, Hedge Funds, Investments, Portfolio Management, Mergers
Education
Fairfield University 1987 — 1991
Bachelor’s Degree, Marketing
Jeff Church's Oppenheimer & Co. Inc. Experience November 1993 - Present
Job Midwest Regional Director, Retirement Services at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. November 1993 - Present
Barrington Consolidated Community School District 220 April 2003 - May 2011
Education
Drake University 1982 — 1986
Crystal City High School 1978 — 1982
Oppenheimer & Co. Inc. November 1993 - Present
Barrington Consolidated Community School District 220 April 2003 - May 2011
Education
Drake University 1982 — 1986
Crystal City High School 1978 — 1982
Michael J. O'Rourke's Oppenheimer & Co. Inc. Experience October 2006 - Present
Job Executive DirectorInvestments, at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2006 - Present
Skills
Investments, 401(k) Rollovers, Risk Management..., Investment Strategies, Wealth-Preservation..., Business-Succession..., Financial Avdisory, Deferred Compensation..., Financial Advisory, Retirement-Plan..., Multigenerational..., Wealth Management..., Financial Services, Asset Allocation, Insurance
Education
Fairfield University 1970 — 1974
Bachelor of Arts (B.A.), Classics
Columbia University
Executive Master of Business Administration (MBA), Finance
Oppenheimer & Co. Inc. October 2006 - Present
Skills
Investments, 401(k) Rollovers, Risk Management..., Investment Strategies, Wealth-Preservation..., Business-Succession..., Financial Avdisory, Deferred Compensation..., Financial Advisory, Retirement-Plan..., Multigenerational..., Wealth Management..., Financial Services, Asset Allocation, Insurance
Education
Fairfield University 1970 — 1974
Bachelor of Arts (B.A.), Classics
Columbia University
Executive Master of Business Administration (MBA), Finance
Richard Rowehl's Oppenheimer & Co. Inc. Experience October 2005 - June 2015
Job VP, Retirement & Financial Services
Industry Financial Services
Experience
Corporate Consulting Services June 2015 - Present
Oppenheimer & Co. Inc. October 2005 - June 2015
Commerce Capital Markets December 2004 - October 2005
JPMorgan Chase May 2003 - October 2005
KeyBank 1998 - 2000
KeyBank 1998 - 2000
Skills
Retirement Plan Expert, 401k, Profit Sharing, Defined Benefit, Cash Balance, NQDC, New Business Development, Cross Selling Skills, Territory Management, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Series 65, Series 63, Accredited Investment..., Pensions, Financial Services, FINRA, Investments, Non-Qualified Deferred..., Sales Force Development, Securities, Retirement Planning
Education
Dowling College 2001 — 2003
BBA, Management with a Minor in Finance & Marketing
Suny Delhi 1988 — 1989
AAS, Business
Corporate Consulting Services June 2015 - Present
Oppenheimer & Co. Inc. October 2005 - June 2015
Commerce Capital Markets December 2004 - October 2005
JPMorgan Chase May 2003 - October 2005
KeyBank 1998 - 2000
KeyBank 1998 - 2000
Skills
Retirement Plan Expert, 401k, Profit Sharing, Defined Benefit, Cash Balance, NQDC, New Business Development, Cross Selling Skills, Territory Management, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Series 65, Series 63, Accredited Investment..., Pensions, Financial Services, FINRA, Investments, Non-Qualified Deferred..., Sales Force Development, Securities, Retirement Planning
Education
Dowling College 2001 — 2003
BBA, Management with a Minor in Finance & Marketing
Suny Delhi 1988 — 1989
AAS, Business
Michael Douglass, MBA's Oppenheimer & Co. Inc. Experience October 2005 - Present
Job Senior Financial Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2005 - Present
Skills
Insurance, Financial Advisory
Education
University of Miami - School of Business 2000 — 2002
Florida International University 1997 — 1999
Bachelor's, Hospitality Management
Johnson & Wales 1995 — 1997
Associate's, Culinary Arts
Florida State University 1989 — 1992
None, Mechanical Engineering
Oppenheimer & Co. Inc. October 2005 - Present
Skills
Insurance, Financial Advisory
Education
University of Miami - School of Business 2000 — 2002
Florida International University 1997 — 1999
Bachelor's, Hospitality Management
Johnson & Wales 1995 — 1997
Associate's, Culinary Arts
Florida State University 1989 — 1992
None, Mechanical Engineering
Lawrence Margolin's Oppenheimer & Co. Inc. Experience March 2014 - Present
Job Senior Director Investments at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2014 - Present
Newbridge Securities May 2005 - March 2014
Prudential / Wachovia Securities July 2000 - May 2005
Paine Webber November 1997 - July 2000
Education
Emory University - Goizueta Business School 1986 — 1989
Finance, Business
Penn State 1985 — 1986
Business
Oppenheimer & Co. Inc. March 2014 - Present
Newbridge Securities May 2005 - March 2014
Prudential / Wachovia Securities July 2000 - May 2005
Paine Webber November 1997 - July 2000
Education
Emory University - Goizueta Business School 1986 — 1989
Finance, Business
Penn State 1985 — 1986
Business
Brandon Hughes's Oppenheimer & Co. Inc. Experience December 2014 - Present
Job Director at Oppenheimer & Co. Inc.
Industry Capital Markets
Experience
Oppenheimer & Co. Inc. December 2014 - Present
Angel Oak Capital January 2013 - December 2014
Wells Real Estate Funds April 2011 - January 2013
Capstone Financial Partners May 2010 - March 2011
New York Life April 2007 - April 2010
Skills
Series 7 and 63, Series 65, Alternative Investments, Wealth, Investments, Securities, Capital Markets, Investment Management, 529 Plans, Financial Modeling, Finance, Sales, Hedge Funds, Fixed Income, Equities, Private Placements, Relationship Management
Education
Georgia Southern University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Oppenheimer & Co. Inc. December 2014 - Present
Angel Oak Capital January 2013 - December 2014
Wells Real Estate Funds April 2011 - January 2013
Capstone Financial Partners May 2010 - March 2011
New York Life April 2007 - April 2010
Skills
Series 7 and 63, Series 65, Alternative Investments, Wealth, Investments, Securities, Capital Markets, Investment Management, 529 Plans, Financial Modeling, Finance, Sales, Hedge Funds, Fixed Income, Equities, Private Placements, Relationship Management
Education
Georgia Southern University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Brendan Reidy's Oppenheimer & Co. Inc. Experience March 2002 - March 2003
Job Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
Richard Leist's Oppenheimer & Co. Inc. Experience December 2005 - Present
Job Senior DirectorInvestments at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. December 2005 - Present
Oppenhemer & Co. Inc. December 2005 - May 2012
Robert W. Baird & Co. November 2001 - December 2005
Education
Franklin & Marshall College 1966 — 1970
Bachelor of Arts (B.A.), English Literature and Sculpture
Syracuse University
Master of Arts (MA), Magazine Journalism
Oppenheimer & Co. Inc. December 2005 - Present
Oppenhemer & Co. Inc. December 2005 - May 2012
Robert W. Baird & Co. November 2001 - December 2005
Education
Franklin & Marshall College 1966 — 1970
Bachelor of Arts (B.A.), English Literature and Sculpture
Syracuse University
Master of Arts (MA), Magazine Journalism
Maleeha Metla's Oppenheimer & Co. Inc. Experience May 2006 - January 2011
Job Vice President, Corporate Access at Raymond James Financial, Inc.
Industry Capital Markets
Experience
Raymond James Financial, Inc. May 2015 - Present
Barclays November 2012 - May 2015
Oppenheimer & Co. Inc. May 2006 - January 2011
Cowen & Co. 1999 - 2006
Skills
IPO, Investment Banking, Equities, Venture Capital, Equity Capital Markets, Hedge Funds, Valuation, Trading, Fixed Income, Private Placements, Capital Markets, Emerging Markets, Equity Research, Corporate Development, Securities, Investor Relations, Financial Modeling, Investments, Finance, Series 7, Corporate Finance, Equity Valuation, Private Equity, LBO, Alternative Investments, Bloomberg, Equity Trading, Financial Markets, Leveraged Finance, Derivatives, Series 63, Bonds, Options
Education
Columbia University - Columbia Business School
Kinnaird College
Smith College
B.A, Economics & English Literature
Raymond James Financial, Inc. May 2015 - Present
Barclays November 2012 - May 2015
Oppenheimer & Co. Inc. May 2006 - January 2011
Cowen & Co. 1999 - 2006
Skills
IPO, Investment Banking, Equities, Venture Capital, Equity Capital Markets, Hedge Funds, Valuation, Trading, Fixed Income, Private Placements, Capital Markets, Emerging Markets, Equity Research, Corporate Development, Securities, Investor Relations, Financial Modeling, Investments, Finance, Series 7, Corporate Finance, Equity Valuation, Private Equity, LBO, Alternative Investments, Bloomberg, Equity Trading, Financial Markets, Leveraged Finance, Derivatives, Series 63, Bonds, Options
Education
Columbia University - Columbia Business School
Kinnaird College
Smith College
B.A, Economics & English Literature
David Cancro's Oppenheimer & Co. Inc. Experience March 2002 - April 2004
Job Managaing Director at CV Brokerage
Industry Financial Services
Experience
CV Brokerage May 2015 - Present
Blaylock Beal Van, LLC March 2014 - April 2015
Kota Global Securities June 2013 - March 2014
Toussaint Capital Partners October 2012 - June 2013
Acadia Asset Management LLC November 2010 - July 2012
Prudential Financial March 2004 - November 2010
Oppenheimer & Co. Inc. March 2002 - April 2004
Prudential Financial September 1991 - May 2002
Skills
Hedge Funds, Portfolio Management, Trading, Derivatives, Fixed Income, Options, Series 7, Bloomberg, Equities, Alternative Investments, Commodity, Trading Systems, Series 63, Mutual Funds, Asset Managment, Bonds, Financial Services, series 55, Capital Markets, Asset Management
Education
Fairfield University 1987 — 1991
BA, Math
Fairfield University 1987 — 1991
Bachelor of Arts (BA), Mathematics
CV Brokerage May 2015 - Present
Blaylock Beal Van, LLC March 2014 - April 2015
Kota Global Securities June 2013 - March 2014
Toussaint Capital Partners October 2012 - June 2013
Acadia Asset Management LLC November 2010 - July 2012
Prudential Financial March 2004 - November 2010
Oppenheimer & Co. Inc. March 2002 - April 2004
Prudential Financial September 1991 - May 2002
Skills
Hedge Funds, Portfolio Management, Trading, Derivatives, Fixed Income, Options, Series 7, Bloomberg, Equities, Alternative Investments, Commodity, Trading Systems, Series 63, Mutual Funds, Asset Managment, Bonds, Financial Services, series 55, Capital Markets, Asset Management
Education
Fairfield University 1987 — 1991
BA, Math
Fairfield University 1987 — 1991
Bachelor of Arts (BA), Mathematics
Kenneth Anton's Oppenheimer & Co. Inc. Experience October 2013 - Present
Job Private Wealth Manager at UPSTREAM Investment Partners, LLC
Industry Capital Markets
Experience
UPSTREAM Investment Partners, LLC May 2015 - Present
Oppenheimer & Co. Inc. October 2013 - Present
Titleist Asset Management, Ltd. July 2012 - October 2013
BNP Paribas June 2000 - June 2012
CIBC World Markets 1997 - 2000
J.P. Morgan 1991 - 1995
Skills
Investments, Asset Allocation, Retirement Savings, Retirement Planning, Wealth Management..., Financial Advisory
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA
Bergen Catholic HS
Seton Hall University
Bachelor of Science (BS)
UPSTREAM Investment Partners, LLC May 2015 - Present
Oppenheimer & Co. Inc. October 2013 - Present
Titleist Asset Management, Ltd. July 2012 - October 2013
BNP Paribas June 2000 - June 2012
CIBC World Markets 1997 - 2000
J.P. Morgan 1991 - 1995
Skills
Investments, Asset Allocation, Retirement Savings, Retirement Planning, Wealth Management..., Financial Advisory
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA
Bergen Catholic HS
Seton Hall University
Bachelor of Science (BS)
Maryana Breitman's Oppenheimer & Co. Inc. Experience June 2014 - March 2015
Job Associate Director
Industry Biotechnology
Experience
UBS March 2015 - Present
MBMR Biolabs, Inc. 2009 - Present
Oppenheimer & Co. Inc. June 2014 - March 2015
Knickerbocker Group 2012 - 2013
NYU Langone Medical Center July 2010 - August 2011
Memorial Sloan-Kettering Cancer Center 2008 - 2010
Nanosyn 2006 - 2008
Skills
Investments, Lifesciences, Biotechnology, Molecular Biology, Biochemistry, Cell Biology, Cell Culture, Drug Discovery, Cancer
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Weill Medical College of Cornell University 1999 — 2006
PhD, Biochemistry and Structural Biology
Princeton University 1995 — 1999
BA, Molecular Biology
UBS March 2015 - Present
MBMR Biolabs, Inc. 2009 - Present
Oppenheimer & Co. Inc. June 2014 - March 2015
Knickerbocker Group 2012 - 2013
NYU Langone Medical Center July 2010 - August 2011
Memorial Sloan-Kettering Cancer Center 2008 - 2010
Nanosyn 2006 - 2008
Skills
Investments, Lifesciences, Biotechnology, Molecular Biology, Biochemistry, Cell Biology, Cell Culture, Drug Discovery, Cancer
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Weill Medical College of Cornell University 1999 — 2006
PhD, Biochemistry and Structural Biology
Princeton University 1995 — 1999
BA, Molecular Biology
Michael Pfeffer's Oppenheimer & Co. Inc. Experience December 2008 - Present
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2008 - Present
Lehman Brothers December 2002 - December 2008
Education
Columbia University - Columbia Business School
Haverford College
Oppenheimer & Co. Inc. December 2008 - Present
Lehman Brothers December 2002 - December 2008
Education
Columbia University - Columbia Business School
Haverford College
Robert Gaynor's Oppenheimer & Co. Inc. Experience 2005 - 2009
Job Healthcare Finance
Industry Financial Services
Experience
GE Capital 2012 - Present
Madison Williams and Company 2009 - 2012
Oppenheimer & Co. Inc. 2005 - 2009
Deutsche Bank 2001 - 2004
Bank of America 1999 - 2001
Hambrecht & Quist 1994 - 2000
Skills
Investment Banking, Asset Management, Valuation, Capital Markets, Mergers & Acquisitions, Private Equity, Entrepreneurship, Due Diligence, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Washington University in St. Louis 1984 — 1988
GE Capital 2012 - Present
Madison Williams and Company 2009 - 2012
Oppenheimer & Co. Inc. 2005 - 2009
Deutsche Bank 2001 - 2004
Bank of America 1999 - 2001
Hambrecht & Quist 1994 - 2000
Skills
Investment Banking, Asset Management, Valuation, Capital Markets, Mergers & Acquisitions, Private Equity, Entrepreneurship, Due Diligence, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Washington University in St. Louis 1984 — 1988
Brian A. McLoughlin's Oppenheimer & Co. Inc. Experience 2004 - 2004
Job Senior Claims Specialist at Liberty International Underwriters
Industry Law Practice
Experience
Liberty International Underwriters December 2014 - Present
Downing & Peck, P.C. July 2010 - December 2014
MacKenzie Partners, Inc. June 2008 - July 2010
Davidoff Malito & Hutcher January 2009 - May 2009
O'Reilly, Marsh & Corteselli P.C. September 2007 - January 2008
Legg Mason June 2007 - August 2007
Citigroup Asset Management 2005 - 2006
Oppenheimer & Co. Inc. 2004 - 2004
Skills
Legal Research, Litigation, Legal Writing, Westlaw, Trials, Mediation, Management, Courts, Commercial Litigation, Civil Litigation, Appeals
Education
Touro College Jacob D. Fuchsberg Law Center 2006 — 2009
Juris Doctor, Cum Laude
Hofstra University
Bachelor of Business Administration (B.B.A.), International Business, Cum Laude
Liberty International Underwriters December 2014 - Present
Downing & Peck, P.C. July 2010 - December 2014
MacKenzie Partners, Inc. June 2008 - July 2010
Davidoff Malito & Hutcher January 2009 - May 2009
O'Reilly, Marsh & Corteselli P.C. September 2007 - January 2008
Legg Mason June 2007 - August 2007
Citigroup Asset Management 2005 - 2006
Oppenheimer & Co. Inc. 2004 - 2004
Skills
Legal Research, Litigation, Legal Writing, Westlaw, Trials, Mediation, Management, Courts, Commercial Litigation, Civil Litigation, Appeals
Education
Touro College Jacob D. Fuchsberg Law Center 2006 — 2009
Juris Doctor, Cum Laude
Hofstra University
Bachelor of Business Administration (B.B.A.), International Business, Cum Laude
Maayan Zandberg's Oppenheimer & Co. Inc. Experience March 2006 - September 2012
Job Sales & Investment management professional
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2006 - September 2012
Tamir Fishman 2004 - 2006
Skills
Investments, Capital Markets, Equities, Fixed Income, Trading, Asset Management, Financial Markets, Financial Modeling, Valuation, Venture Capital, Hedge Funds, Analysis, Asset Allocation, Portfolio Management, Derivatives, Corporate Finance, Business Strategy, Financial Analysis, Risk Management
Education
The Hebrew University 2008 — 2010
EMBA, Finance and Banking
The Interdisciplinary Center 2001 — 2005
Bachelor of Laws (LLB), Law and Business Administration
Oppenheimer & Co. Inc. March 2006 - September 2012
Tamir Fishman 2004 - 2006
Skills
Investments, Capital Markets, Equities, Fixed Income, Trading, Asset Management, Financial Markets, Financial Modeling, Valuation, Venture Capital, Hedge Funds, Analysis, Asset Allocation, Portfolio Management, Derivatives, Corporate Finance, Business Strategy, Financial Analysis, Risk Management
Education
The Hebrew University 2008 — 2010
EMBA, Finance and Banking
The Interdisciplinary Center 2001 — 2005
Bachelor of Laws (LLB), Law and Business Administration
Shawn Kersjes's Oppenheimer & Co. Inc. Experience April 2005 - Present
Job Associate Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2005 - Present
Education
Hillsdale College 1998 — 2002
Finance & Investments
Oppenheimer & Co. Inc. April 2005 - Present
Education
Hillsdale College 1998 — 2002
Finance & Investments
Mike Hostick's Oppenheimer & Co. Inc. Experience March 2010 - January 2015
Job Senior Vice President, Investments (Hostick Wealth Management) at Raymond James
Industry Financial Services
Experience
Raymond James January 2015 - Present
Oppenheimer & Co. Inc. March 2010 - January 2015
Southwest Securities June 2006 - March 2010
Lincoln Financial Group September 2001 - June 2006
Skills
Investments, 401k Rollovers, Investment Strategies, Asset Allocation, Retirement, Securities, Financial Advisory, Hedge Funds, Financial Services, Retirement Plan..., Wealth Management..., Retirement Savings, Business-Succession..., Deferred Compensation..., Estate Investment..., Fixed Income Strategies, Insurance, Multigenerational..., Relationship Management, Risk Management..., Stock Due Diligence, Tax-Efficient Strategies, Wealth-Preservation...
Education
Hartwick College
Oneonta, NY
Plano Senior High School
St. Edward's University
BBA, Business Management
Raymond James January 2015 - Present
Oppenheimer & Co. Inc. March 2010 - January 2015
Southwest Securities June 2006 - March 2010
Lincoln Financial Group September 2001 - June 2006
Skills
Investments, 401k Rollovers, Investment Strategies, Asset Allocation, Retirement, Securities, Financial Advisory, Hedge Funds, Financial Services, Retirement Plan..., Wealth Management..., Retirement Savings, Business-Succession..., Deferred Compensation..., Estate Investment..., Fixed Income Strategies, Insurance, Multigenerational..., Relationship Management, Risk Management..., Stock Due Diligence, Tax-Efficient Strategies, Wealth-Preservation...
Education
Hartwick College
Oneonta, NY
Plano Senior High School
St. Edward's University
BBA, Business Management
Pat Guest's Oppenheimer & Co. Inc. Experience March 2012 - Present
Job Registered Client Service Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2012 - Present
Education
El Camino College
Business & Marketing Communications
Oppenheimer & Co. Inc. March 2012 - Present
Education
El Camino College
Business & Marketing Communications
Jonathan Gold's Oppenheimer & Co. Inc. Experience 1994 - 1995
Job ZICKLIN SCHOOL of BUSINESS
Industry Capital Markets
Experience
ZICKLIN SCHOOL of BUSINESS at BARUCH COLLEGE 2009 - Present
BELMARQUE DIFFUSION 2010 - Present
ECOLE INTERNATIONALE DE COMMERCE ET DÉVELOPPEMENT 3A 2002 - 2008
G.S. GLOBAL ASSET MANAGEMENT, LLC 1995 - 2005
OPPENHEIMER & CO. INC. 1994 - 1995
POCANTICO ASSOCIATES, INC. 1989 - 1994
Skills
Bloomberg, Research, Public Speaking, Higher Education, Teaching, Economics, Data Analysis, Private Equity, Portfolio Management, Financial Analysis
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
M.S., Real Estate Develpment
New York University - Leonard N. Stern School of Business
M.B.A., Finance & Management
Tufts University
B.A.
ZICKLIN SCHOOL of BUSINESS at BARUCH COLLEGE 2009 - Present
BELMARQUE DIFFUSION 2010 - Present
ECOLE INTERNATIONALE DE COMMERCE ET DÉVELOPPEMENT 3A 2002 - 2008
G.S. GLOBAL ASSET MANAGEMENT, LLC 1995 - 2005
OPPENHEIMER & CO. INC. 1994 - 1995
POCANTICO ASSOCIATES, INC. 1989 - 1994
Skills
Bloomberg, Research, Public Speaking, Higher Education, Teaching, Economics, Data Analysis, Private Equity, Portfolio Management, Financial Analysis
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
M.S., Real Estate Develpment
New York University - Leonard N. Stern School of Business
M.B.A., Finance & Management
Tufts University
B.A.
Andrew Busan's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job Investment Banking Analyst Consumer & Business Services
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Raymond James Financial Inc. March 2013 - July 2014
Morgan Stanley December 2010 - March 2013
Skills
Financial Modeling, Valuation, Fixed Income, Investments, Financial Analysis, Corporate Finance, Securities, Risk Management, Futures, Options, Commodity Markets, Derivatives, Exchange Traded..., Capital Markets, Investment Banking, Due Diligence, Equities, Alternative Investments, Bonds, Bloomberg Terminal, Series 63, Investment Advisory, Credit Analysis, Credit Derivatives, Interest Rate..., Commodity, Equity Derivatives, Financial Advisory, Credit, Financial Statement..., Financial Markets, Operational Risk, Convertible Bonds, Structured Products, Financial Structuring, FX Options, Hedging, Bloomberg
Education
Hampden-Sydney College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Commerce
Oppenheimer & Co. Inc. July 2014 - Present
Raymond James Financial Inc. March 2013 - July 2014
Morgan Stanley December 2010 - March 2013
Skills
Financial Modeling, Valuation, Fixed Income, Investments, Financial Analysis, Corporate Finance, Securities, Risk Management, Futures, Options, Commodity Markets, Derivatives, Exchange Traded..., Capital Markets, Investment Banking, Due Diligence, Equities, Alternative Investments, Bonds, Bloomberg Terminal, Series 63, Investment Advisory, Credit Analysis, Credit Derivatives, Interest Rate..., Commodity, Equity Derivatives, Financial Advisory, Credit, Financial Statement..., Financial Markets, Operational Risk, Convertible Bonds, Structured Products, Financial Structuring, FX Options, Hedging, Bloomberg
Education
Hampden-Sydney College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Commerce
Matthew Wukitsch's Oppenheimer & Co. Inc. Experience October 2013 - Present
Job Registered Client Service Associate
Industry Investment Management
Experience
Oppenheimer & Co. Inc. October 2013 - Present
J.P. Morgan September 2010 - July 2013
Skills
Investments
Education
Drexel University 2005 — 2010
BS/BA, Finance/Economics
Oppenheimer & Co. Inc. October 2013 - Present
J.P. Morgan September 2010 - July 2013
Skills
Investments
Education
Drexel University 2005 — 2010
BS/BA, Finance/Economics
Sean F. Deming's Oppenheimer & Co. Inc. Experience May 2004 - May 2015
Job
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2004 - May 2015
Morgan Stanley August 2001 - May 2004
Prudential Securities Incorporated July 1989 - August 2001
Education
Emory University
Oppenheimer & Co. Inc. May 2004 - May 2015
Morgan Stanley August 2001 - May 2004
Prudential Securities Incorporated July 1989 - August 2001
Education
Emory University
Dennis Tracy's Oppenheimer & Co. Inc. Experience August 2005 - Present
Job DirectorInvestments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2005 - Present
Skills
Retirement, Asset Allocation, Investments, 401k Rollovers, Wealth Management..., Retirement Plan...
Education
Florida International University 1989 — 1991
Bachelor's degree
Oppenheimer & Co. Inc. August 2005 - Present
Skills
Retirement, Asset Allocation, Investments, 401k Rollovers, Wealth Management..., Retirement Plan...
Education
Florida International University 1989 — 1991
Bachelor's degree
Patrick Bless's Oppenheimer & Co. Inc. Experience November 2010 - April 2012
Job Regional Director of Florida, Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors March 2012 - Present
Oppenheimer & Co. Inc. November 2010 - April 2012
Merrill Lynch November 2004 - November 2010
Skills
Investments, Portfolio Management, Mutual Funds, Sales, Public Speaking, Series 7, Alternative Investments, Microsoft Excel, PowerPoint, Retirement Planning, Wealth Management
Education
Florida Atlantic University 1998 — 2000
Bachelor of Science, Finance and Economics
Piedmont Capital Distributors March 2012 - Present
Oppenheimer & Co. Inc. November 2010 - April 2012
Merrill Lynch November 2004 - November 2010
Skills
Investments, Portfolio Management, Mutual Funds, Sales, Public Speaking, Series 7, Alternative Investments, Microsoft Excel, PowerPoint, Retirement Planning, Wealth Management
Education
Florida Atlantic University 1998 — 2000
Bachelor of Science, Finance and Economics
Keith Kurzner's Oppenheimer & Co. Inc. Experience 1993 - 1997
Job Managing DirectorKurzner Consulting
Industry Financial Services
Experience
Cowen and Company 2011 - 2014
RBC 2008 - 2011
CIBC 1997 - 2008
Oppenheimer & Co. Inc. 1993 - 1997
Skills
Hedge Funds, Options, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Alternative Investments, Bloomberg, Series 7, Derivatives, Trading Systems, Securities, Electronic Trading, Team Building, Sales Management, Account Management, Home Remodeling, Customer Satisfaction, Sales Process, House Rehabbing, House Building, Motivational Speaking
Education
Columbia Business School 1978 — 1980
MBA, Finance and Marketing
Vassar College 1975 — 1978
BA, Economics
Cowen and Company 2011 - 2014
RBC 2008 - 2011
CIBC 1997 - 2008
Oppenheimer & Co. Inc. 1993 - 1997
Skills
Hedge Funds, Options, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Alternative Investments, Bloomberg, Series 7, Derivatives, Trading Systems, Securities, Electronic Trading, Team Building, Sales Management, Account Management, Home Remodeling, Customer Satisfaction, Sales Process, House Rehabbing, House Building, Motivational Speaking
Education
Columbia Business School 1978 — 1980
MBA, Finance and Marketing
Vassar College 1975 — 1978
BA, Economics
Richard Faulkner, CFA's Oppenheimer & Co. Inc. Experience September 2014 - Present
Job Equity Research Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2014 - Present
Clarkson Capital Markets June 2011 - September 2014
3V Capital January 2007 - September 2009
Libertas Partners November 2004 - December 2006
Skills
Equity Research, Hedge Funds, Capital Markets, Portfolio Management, Bloomberg, Asset Managment, Equities, Chartered Financial..., Equity Valuation, Financial Modeling, Private Equity, Valuation, Financial Statement..., Investment Banking, DCF, Financial Markets, Financial Analysis, Business Valuation, Fixed Income, Corporate Finance, High Yield
Education
Fordham University - Graduate School of Business Administration 2000 — 2001
Master of Business Administration (MBA), Finance, General, 4.0
Providence College 1990 — 1994
Bachelor's degree, Economics
Oppenheimer & Co. Inc. September 2014 - Present
Clarkson Capital Markets June 2011 - September 2014
3V Capital January 2007 - September 2009
Libertas Partners November 2004 - December 2006
Skills
Equity Research, Hedge Funds, Capital Markets, Portfolio Management, Bloomberg, Asset Managment, Equities, Chartered Financial..., Equity Valuation, Financial Modeling, Private Equity, Valuation, Financial Statement..., Investment Banking, DCF, Financial Markets, Financial Analysis, Business Valuation, Fixed Income, Corporate Finance, High Yield
Education
Fordham University - Graduate School of Business Administration 2000 — 2001
Master of Business Administration (MBA), Finance, General, 4.0
Providence College 1990 — 1994
Bachelor's degree, Economics
Anthony (Ross) Gilmore's Oppenheimer & Co. Inc. Experience September 2014 - May 2015
Job .
Industry Logistics and Supply Chain
Experience
Victory Packaging June 2015 - Present
Oppenheimer & Co. Inc. September 2014 - May 2015
KPMG Advisory AG - Transactions & Restructuring May 2014 - July 2014
Emory University Financial Literacy Program August 2013 - April 2014
Merrill Lynch July 2013 - July 2013
Skills
Portfolio Management, Data Analysis, Market Research, Banking, Managerial Finance, Strategic Planning, Forecasting, Risk Management, Competitive Analysis, Business Valuation, Financial Reporting, Financial Analysis, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting
Emory University 2011 — 2012
Minor in Economics
Victory Packaging June 2015 - Present
Oppenheimer & Co. Inc. September 2014 - May 2015
KPMG Advisory AG - Transactions & Restructuring May 2014 - July 2014
Emory University Financial Literacy Program August 2013 - April 2014
Merrill Lynch July 2013 - July 2013
Skills
Portfolio Management, Data Analysis, Market Research, Banking, Managerial Finance, Strategic Planning, Forecasting, Risk Management, Competitive Analysis, Business Valuation, Financial Reporting, Financial Analysis, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting
Emory University 2011 — 2012
Minor in Economics
Bruce Kimbark's Oppenheimer & Co. Inc. Experience April 2015 - Present
Job Alternative Investments Investor Relations
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2015 - Present
Morgan Stanley Fund Services October 2011 - March 2015
SS&C GlobeOp March 2007 - October 2011
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Mathematics
Fordham University 2002 — 2006
Bachelor of Arts (BA), Economics
Oppenheimer & Co. Inc. April 2015 - Present
Morgan Stanley Fund Services October 2011 - March 2015
SS&C GlobeOp March 2007 - October 2011
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Mathematics
Fordham University 2002 — 2006
Bachelor of Arts (BA), Economics
Julie Scanlon's Oppenheimer & Co. Inc. Experience June 2009 - October 2010
Job Office Manager at Old Fashioned Auto Service & Repair, Inc.
Industry
Experience
Old Fashioned Auto Service & Repair, Inc. October 2010 - Present
Oppenheimer & Co. Inc. June 2009 - October 2010
Wells Fargo Advisors November 1996 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets
Education
University of the People 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edison Community College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Old Fashioned Auto Service & Repair, Inc. October 2010 - Present
Oppenheimer & Co. Inc. June 2009 - October 2010
Wells Fargo Advisors November 1996 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets
Education
University of the People 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edison Community College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
william kuhn's Oppenheimer & Co. Inc. Experience March 1999 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 1999 - Present
Skills
Investments, Securities, Risk Management...
Education
Eastern Michigan University 1969 — 1973
Bachelor's degree, Accounting and Finance
Oppenheimer & Co. Inc. March 1999 - Present
Skills
Investments, Securities, Risk Management...
Education
Eastern Michigan University 1969 — 1973
Bachelor's degree, Accounting and Finance
Paul Powers's Oppenheimer & Co. Inc. Experience 2009 - 2012
Job Head of Equity SalesTrading at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2012 - Present
Oppenheimer & Co. Inc. 2009 - 2012
CIBC World Markets 2000 - 2009
Education
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Raymond James Financial Inc. February 2012 - Present
Oppenheimer & Co. Inc. 2009 - 2012
CIBC World Markets 2000 - 2009
Education
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
William Zhuang's Oppenheimer & Co. Inc. Experience May 2012 - Present
Job Associate Director at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2012 - Present
First New York Securities June 2011 - August 2011
Education
Columbia University in the City of New York 2008 — 2012
Bachelor's Degree, Financial Engineering, Summa Sum Laude
Oppenheimer & Co. Inc. May 2012 - Present
First New York Securities June 2011 - August 2011
Education
Columbia University in the City of New York 2008 — 2012
Bachelor's Degree, Financial Engineering, Summa Sum Laude
Daniel Gillman's Oppenheimer & Co. Inc. Experience June 2014 - August 2014
Job Transtion Sports & Entertainment
Industry
Experience
Transition Sports & Entertainment May 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Indiana University Bloomington 2013 — 2016
Bachelor’s Degree, Business Administration and Management, General
Transition Sports & Entertainment May 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Indiana University Bloomington 2013 — 2016
Bachelor’s Degree, Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS