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
Andrew Schuessler Andrew Schuessler's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Grant Thornton LLP September 2013 - July 2014
Skills
Financial Modeling, PowerPoint, Microsoft Office, Business Valuation
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master's degree, Accounting
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Oppenheimer & Co. Inc. July 2014 - Present
Grant Thornton LLP September 2013 - July 2014
Skills
Financial Modeling, PowerPoint, Microsoft Office, Business Valuation
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master's degree, Accounting
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Wylan Simpson'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
Oppenheimer & Co. Inc. June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Redwood Coast Financial Partners May 2012 - August 2012
Internews Network May 2012 - August 2012
Skills
Financial Modeling, Bloomberg Terminal, Entrepreneurship, Stata, Valuation, Financial Accounting, Excel, VBA, C++, C, Equities, Team Leadership, Microsoft Excel
Education
Tufts University 2011 — 2015
Bachelor of Arts (B.A.), Economics; Minor in Computer Science, Senior
Arcata High School 2007 — 2011
Oppenheimer & Co. Inc. July 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Redwood Coast Financial Partners May 2012 - August 2012
Internews Network May 2012 - August 2012
Skills
Financial Modeling, Bloomberg Terminal, Entrepreneurship, Stata, Valuation, Financial Accounting, Excel, VBA, C++, C, Equities, Team Leadership, Microsoft Excel
Education
Tufts University 2011 — 2015
Bachelor of Arts (B.A.), Economics; Minor in Computer Science, Senior
Arcata High School 2007 — 2011
Maury Dubin Maury Dubin's Oppenheimer & Co. Inc. Experience July 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 1997 - Present
Skills
Investment Strategies, Risk Management..., Wealth Management..., Multigenerational..., Asset Allocation, Retirement Savings, Investments
Education
University of Illinois at Urbana-Champaign
Bachelor's Degree
Oppenheimer & Co. Inc. July 1997 - Present
Skills
Investment Strategies, Risk Management..., Wealth Management..., Multigenerational..., Asset Allocation, Retirement Savings, Investments
Education
University of Illinois at Urbana-Champaign
Bachelor's Degree
Benjamin D. Holland, CFP®'s Oppenheimer & Co. Inc. Experience August 2008 - Present
Job Associate Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2008 - Present
Skills
Wealth Management..., Retirement-Plan..., Tax-Efficient Strategies, Risk Management..., Securities
Education
Southern Methodist University 2005 — 2008
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2007 — 2007
Global Economics
University of Illinois at Urbana-Champaign 2004 — 2005
Oppenheimer & Co. Inc. August 2008 - Present
Skills
Wealth Management..., Retirement-Plan..., Tax-Efficient Strategies, Risk Management..., Securities
Education
Southern Methodist University 2005 — 2008
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2007 — 2007
Global Economics
University of Illinois at Urbana-Champaign 2004 — 2005
Brian Cuttic's Oppenheimer & Co. Inc. Experience September 2014 - Present
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2014 - Present
Lincoln Financial Distributors March 2008 - August 2014
RE/MAX Executive Realty PA November 2006 - December 2007
Skills
Financial Planning, Financial Analysis, Finance, Investments, Asset Management, Retirement Planning, Retirement Savings, Asset Allocation, Selling, Sales, Marketing, Marketing Strategy, Customer Service, Investors
Education
University of Delaware 2002 — 2006
Finance
Oppenheimer & Co. Inc. September 2014 - Present
Lincoln Financial Distributors March 2008 - August 2014
RE/MAX Executive Realty PA November 2006 - December 2007
Skills
Financial Planning, Financial Analysis, Finance, Investments, Asset Management, Retirement Planning, Retirement Savings, Asset Allocation, Selling, Sales, Marketing, Marketing Strategy, Customer Service, Investors
Education
University of Delaware 2002 — 2006
Finance
Dana McDonald's Oppenheimer & Co. Inc. Experience July 2004 - April 2011
Job at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2011 - Present
Oppenheimer & Co. Inc. July 2004 - April 2011
Citigroup / Smith Barney July 1998 - July 2004
Paine Webber October 1996 - July 1998
Skills
Investments, Series 7, Wealth Management, Trading, Financial Advisory, Portfolio Management, Strategic Financial..., Cash Management, Investment Advisory, Finance, Asset Management, Mutual Funds, Financial Modeling, Retirement Planning, Financial Planning, Financial Services
Education
University of California, San Diego 1992 — 1996
BA, Art History
San Marino HIgh School 1988 — 1992
RBC Wealth Management April 2011 - Present
Oppenheimer & Co. Inc. July 2004 - April 2011
Citigroup / Smith Barney July 1998 - July 2004
Paine Webber October 1996 - July 1998
Skills
Investments, Series 7, Wealth Management, Trading, Financial Advisory, Portfolio Management, Strategic Financial..., Cash Management, Investment Advisory, Finance, Asset Management, Mutual Funds, Financial Modeling, Retirement Planning, Financial Planning, Financial Services
Education
University of California, San Diego 1992 — 1996
BA, Art History
San Marino HIgh School 1988 — 1992
Edward Kelly's Oppenheimer & Co. Inc. Experience October 2014 - Present
Job Junior Broker
Industry Investment Management
Experience
Oppenheimer & Co. Inc. October 2014 - Present
Matthews International June 2014 - September 2014
PSA Healthcare March 2014 - May 2014
LANtek August 2013 - March 2014
Saint Francis University August 2011 - May 2013
LIFE Pittsburgh May 2012 - July 2012
State Farm Insurance 2008 - 2010
Skills
Customer Service, Sales Presentations, Interviewing, Cold Calling, Retirement Planning, Public Speaking, Coaching, PowerPoint, Recruiting, Training, Sales, Human Resources, Interviews, Research, Higher Education, Career Counseling, Employee Benefits, Management, Leadership, Staff Development, Hiring, Talent Management, Marketing, Payroll, Temporary Placement, Teamwork
Education
St Francis University 2011 — 2013
Masters, Human Resource Management
St. Francis University 2004 — 2008
Bachelors, Management
Oppenheimer & Co. Inc. October 2014 - Present
Matthews International June 2014 - September 2014
PSA Healthcare March 2014 - May 2014
LANtek August 2013 - March 2014
Saint Francis University August 2011 - May 2013
LIFE Pittsburgh May 2012 - July 2012
State Farm Insurance 2008 - 2010
Skills
Customer Service, Sales Presentations, Interviewing, Cold Calling, Retirement Planning, Public Speaking, Coaching, PowerPoint, Recruiting, Training, Sales, Human Resources, Interviews, Research, Higher Education, Career Counseling, Employee Benefits, Management, Leadership, Staff Development, Hiring, Talent Management, Marketing, Payroll, Temporary Placement, Teamwork
Education
St Francis University 2011 — 2013
Masters, Human Resource Management
St. Francis University 2004 — 2008
Bachelors, Management
Daniel Beckerman's Oppenheimer & Co. Inc. Experience October 2014 - December 2014
Job Business Technology Analyst at Deloitte
Industry
Experience
Oppenheimer & Co. Inc. October 2014 - December 2014
Monitor 360 June 2014 - September 2014
Sports Authority Elite August 2013 - December 2013
numberFire July 2012 - December 2012
Skills
Microsoft Office, Data Analysis, Statistics, Social Media, Direct Sales, PowerPoint, Consulting, Analysis, Human Capital, Endorsements, Morningstar, Business Strategy, Marketing
Education
University of California, Los Angeles 2011 — 2015
BA, Economics
San Rafael High School 2007 — 2011
Oppenheimer & Co. Inc. October 2014 - December 2014
Monitor 360 June 2014 - September 2014
Sports Authority Elite August 2013 - December 2013
numberFire July 2012 - December 2012
Skills
Microsoft Office, Data Analysis, Statistics, Social Media, Direct Sales, PowerPoint, Consulting, Analysis, Human Capital, Endorsements, Morningstar, Business Strategy, Marketing
Education
University of California, Los Angeles 2011 — 2015
BA, Economics
San Rafael High School 2007 — 2011
Jacob Shillman's Oppenheimer & Co. Inc. Experience April 2011 - Present
Job Associate Director at Oppenheimer & Company
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2011 - Present
Oppenheimer & Co. Inc. September 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Skills
Editing, Newspaper, Journalism, Ap Style, Social Media, Storytelling, Social Networking, Breaking News, Public Relations, Feature Articles, Press Releases, Research, Copy Editing, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Market Research, Outlook, Equity Research, Analysis, Team-oriented, Editorial, Finance, Series 7, Valuation, Series 63, Financial Modeling, Equities, Financial Analysis, Equity Valuation, Newspapers, AP Style, Capital Markets, Securities, Bloomberg Terminal, Bloomberg, Blogging, Portfolio Management
Education
University at Buffalo 2006 — 2010
BA, Economics
Oppenheimer & Co. Inc. April 2011 - Present
Oppenheimer & Co. Inc. September 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Skills
Editing, Newspaper, Journalism, Ap Style, Social Media, Storytelling, Social Networking, Breaking News, Public Relations, Feature Articles, Press Releases, Research, Copy Editing, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Market Research, Outlook, Equity Research, Analysis, Team-oriented, Editorial, Finance, Series 7, Valuation, Series 63, Financial Modeling, Equities, Financial Analysis, Equity Valuation, Newspapers, AP Style, Capital Markets, Securities, Bloomberg Terminal, Bloomberg, Blogging, Portfolio Management
Education
University at Buffalo 2006 — 2010
BA, Economics
Blake Kelly Blake Kelly's Oppenheimer & Co. Inc. Experience May 2014 - June 2014
Job Business Development Associate | BCA Research Digital Solutions
Industry Financial Services
Experience
BCA Research September 2015 - Present
Oracle January 2015 - August 2015
UC Berkeley August 2010 - December 2014
Oppenheimer & Co. Inc. May 2014 - June 2014
Skills
Account Management, Teamwork, Cloud-based, PaaS, SaaS, Team Leadership, Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Leadership, PowerPoint, B2B, Microsoft Word, Windows, Research, Customer Service, Editing, Social Media, Social Networking
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Newport Harbor High School 2006 — 2010
BCA Research September 2015 - Present
Oracle January 2015 - August 2015
UC Berkeley August 2010 - December 2014
Oppenheimer & Co. Inc. May 2014 - June 2014
Skills
Account Management, Teamwork, Cloud-based, PaaS, SaaS, Team Leadership, Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Leadership, PowerPoint, B2B, Microsoft Word, Windows, Research, Customer Service, Editing, Social Media, Social Networking
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Newport Harbor High School 2006 — 2010
David Hwang David Hwang's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job Technology Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Pagemill Partners March 2014 - June 2014
Shore Group Associates June 2013 - February 2014
Harvey & Company LLC June 2011 - August 2011
Skills
Market Research, Stem Cells, Business Development, Investments, Mergers & Acquisitions, Data Analysis, Microsoft Office, Project Management, Analysis, Microsoft Excel, Research, Financial Modeling, Salesforce.com, CRM, Management, Business Analysis, Financial Analysis, Leadership, Strategic Planning, Business Strategy, Team Leadership, Strategy, Valuation
Education
The Johns Hopkins University
Bachelor of Economics, Entrepreneurship and Management Minor
San Marino High School
Oppenheimer & Co. Inc. July 2014 - Present
Pagemill Partners March 2014 - June 2014
Shore Group Associates June 2013 - February 2014
Harvey & Company LLC June 2011 - August 2011
Skills
Market Research, Stem Cells, Business Development, Investments, Mergers & Acquisitions, Data Analysis, Microsoft Office, Project Management, Analysis, Microsoft Excel, Research, Financial Modeling, Salesforce.com, CRM, Management, Business Analysis, Financial Analysis, Leadership, Strategic Planning, Business Strategy, Team Leadership, Strategy, Valuation
Education
The Johns Hopkins University
Bachelor of Economics, Entrepreneurship and Management Minor
San Marino High School
Ronald Toles Ronald Toles's Oppenheimer & Co. Inc. Experience January 1989 - Present
Job Director Investments
Industry
Experience
Oppenheimer & Co. Inc. January 1989 - Present
Skills
401k Rollovers, Asset Allocation, Deferred Compensation..., Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Retirement Plan..., Retirement Savings, Wealth Management...
Education
University of Detroit Mercy
Bachelor of Arts (B.A.)
St. Clair County Community College
Associate of Arts
Port Huron Northern High School
High School Diploma
Oppenheimer & Co. Inc. January 1989 - Present
Skills
401k Rollovers, Asset Allocation, Deferred Compensation..., Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Retirement Plan..., Retirement Savings, Wealth Management...
Education
University of Detroit Mercy
Bachelor of Arts (B.A.)
St. Clair County Community College
Associate of Arts
Port Huron Northern High School
High School Diploma
Charles Tran Charles Tran's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Skills
Research, Leadership, Data Analysis, Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Community Outreach, Healthcare, Market Research, Time Management, Editing, Salesforce.com, Social Media, Fundraising, Nonprofits, Start-ups, Spanish, Financial Analysis, Outlook, Public Relations, Social Networking, Event Planning, Microsoft Word, PowerPoint, Non-profits, Teaching, Customer Service, Facebook
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), Economics, Honors with Distinction, 3.592
University of California, San Diego 2007 — 2012
Bachelor of Applied Science (B.A.Sc.), Human Biology
Tustin High 2003 — 2007
Diploma
Oppenheimer & Co. Inc. July 2014 - Present
Skills
Research, Leadership, Data Analysis, Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Community Outreach, Healthcare, Market Research, Time Management, Editing, Salesforce.com, Social Media, Fundraising, Nonprofits, Start-ups, Spanish, Financial Analysis, Outlook, Public Relations, Social Networking, Event Planning, Microsoft Word, PowerPoint, Non-profits, Teaching, Customer Service, Facebook
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), Economics, Honors with Distinction, 3.592
University of California, San Diego 2007 — 2012
Bachelor of Applied Science (B.A.Sc.), Human Biology
Tustin High 2003 — 2007
Diploma
Will Harbourne's Oppenheimer & Co. Inc. Experience March 2009 - January 2011
Job Managing Director at ISI Group
Industry Financial Services
Experience
ISI Group February 2011 - Present
Oppenheimer & Co. Inc. March 2009 - January 2011
Wells Fargo Advisors June 2007 - February 2009
Thomas Weisel Partners March 1999 - March 2007
Skills
Sales trader,, Equities, Hedge Funds, Capital Markets, Series 7, Alternative Investments, Asset Management, Investments, Securities, Trading, Bloomberg, Series 63
Education
UCSD 1989 — 1994
Bachelor of Science (BS), Politcal Science
ISI Group February 2011 - Present
Oppenheimer & Co. Inc. March 2009 - January 2011
Wells Fargo Advisors June 2007 - February 2009
Thomas Weisel Partners March 1999 - March 2007
Skills
Sales trader,, Equities, Hedge Funds, Capital Markets, Series 7, Alternative Investments, Asset Management, Investments, Securities, Trading, Bloomberg, Series 63
Education
UCSD 1989 — 1994
Bachelor of Science (BS), Politcal Science
Alex Mueck's Oppenheimer & Co. Inc. Experience 2001 - 2008
Job Director CreditSuisse Author
Industry Writing and Editing
Experience
We are Rebellious August 2008 - Present
Credit Suisse 2008 - Present
Oppenheimer & Co. Inc. 2001 - 2008
Skills
Series 24, Series 66, Fixed Income, Trading Systems, Securities, Portfolio Management, Trading, Retirement Planning, Equities, Strategic Financial..., Series 65, Financial Markets, Bloomberg, Series 7, Equity Trading, Hedge Funds, Risk Management, FINRA, Bonds, Wealth Management, Asset Allocation, AML, Alternative Investments, Series 63, Investment Strategies, Investment Advisory, Asset Management, Investments, Mutual Funds, Uniform Combined State..., Capital Markets, Options, Financial Services, Derivatives
Education
State University of New York College at Plattsburgh 1987 — 1992
We are Rebellious August 2008 - Present
Credit Suisse 2008 - Present
Oppenheimer & Co. Inc. 2001 - 2008
Skills
Series 24, Series 66, Fixed Income, Trading Systems, Securities, Portfolio Management, Trading, Retirement Planning, Equities, Strategic Financial..., Series 65, Financial Markets, Bloomberg, Series 7, Equity Trading, Hedge Funds, Risk Management, FINRA, Bonds, Wealth Management, Asset Allocation, AML, Alternative Investments, Series 63, Investment Strategies, Investment Advisory, Asset Management, Investments, Mutual Funds, Uniform Combined State..., Capital Markets, Options, Financial Services, Derivatives
Education
State University of New York College at Plattsburgh 1987 — 1992
Courtney Long-Rieger Courtney Long-Rieger's Oppenheimer & Co. Inc. Experience August 2014 - Present
Job Executive Assistant at Oppenheimer & Co.
Industry Consumer Services
Experience
Oppenheimer & Co. Inc. August 2014 - Present
InXpress September 2013 - February 2014
IASIS Healthcare June 2011 - December 2012
Skills
High Level Executive..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Proficient Typing Skills, Customer Service, Confidentiality, QuickBooks, Heavy Calendaring, Multi Tasking, High Organizational..., PowerPoint, Executive Support, Meeting Scheduling, Event Planning, Corporate Events, Travel Arrangements
Education
University of Idaho 1999 — 2004
Graduated with a Bachelors In Marketing/Advertising with a minor in Elementary Education., Advertising with a minor in Elementary Education
University of Idaho 1999 — 2004
Bachelor's degree, Advertising
Oppenheimer & Co. Inc. August 2014 - Present
InXpress September 2013 - February 2014
IASIS Healthcare June 2011 - December 2012
Skills
High Level Executive..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Proficient Typing Skills, Customer Service, Confidentiality, QuickBooks, Heavy Calendaring, Multi Tasking, High Organizational..., PowerPoint, Executive Support, Meeting Scheduling, Event Planning, Corporate Events, Travel Arrangements
Education
University of Idaho 1999 — 2004
Graduated with a Bachelors In Marketing/Advertising with a minor in Elementary Education., Advertising with a minor in Elementary Education
University of Idaho 1999 — 2004
Bachelor's degree, Advertising
Nicholas Brosky Nicholas Brosky's Oppenheimer & Co. Inc. Experience August 2009 - February 2010
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
UBS December 2011 - June 2013
Citi Personal Wealth Management February 2010 - June 2011
Oppenheimer & Co. Inc. August 2009 - February 2010
Skills
Wealth Management, Portfolio Management, Series 7, Strategy, Asset Allocation, Series 63, Asset Management
Education
The Ohio State University Fisher College of Business 2002 — 2006
BSBA, Finance, General
UBS June 2013 - Present
UBS December 2011 - June 2013
Citi Personal Wealth Management February 2010 - June 2011
Oppenheimer & Co. Inc. August 2009 - February 2010
Skills
Wealth Management, Portfolio Management, Series 7, Strategy, Asset Allocation, Series 63, Asset Management
Education
The Ohio State University Fisher College of Business 2002 — 2006
BSBA, Finance, General
Jeremy Mathis Jeremy Mathis's Oppenheimer & Co. Inc. Experience 2009 - 2010
Job Experienced Financial Services Professional
Industry Financial Services
Experience
SunTrust Robinson Humphrey 2013 - 2014
Barclays Capital 2011 - 2013
Bank of America Merrill Lynch 2010 - 2010
Oppenheimer & Co. Inc. 2009 - 2010
Raymond James & Associates 2008 - 2009
Platinum Equity LLC 2008 - 2008
Bear, Stearns & Co., Inc. 2007 - 2007
Marsh & McLennan Cos. 2001 - 2005
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Management, Financial Analysis, Due Diligence, Private Equity, DCF, Corporate Finance, Financial Services, Business Development, Business Strategy, Capital Markets, Analysis
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Stockholm School of Economics 2007 — 2008
MBA, Finance
The University of Georgia 1996 — 2000
BBA, Finance
SunTrust Robinson Humphrey 2013 - 2014
Barclays Capital 2011 - 2013
Bank of America Merrill Lynch 2010 - 2010
Oppenheimer & Co. Inc. 2009 - 2010
Raymond James & Associates 2008 - 2009
Platinum Equity LLC 2008 - 2008
Bear, Stearns & Co., Inc. 2007 - 2007
Marsh & McLennan Cos. 2001 - 2005
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Management, Financial Analysis, Due Diligence, Private Equity, DCF, Corporate Finance, Financial Services, Business Development, Business Strategy, Capital Markets, Analysis
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Stockholm School of Economics 2007 — 2008
MBA, Finance
The University of Georgia 1996 — 2000
BBA, Finance
Charles Zewe's Oppenheimer & Co. Inc. Experience April 2015 - Present
Job Director, Equity Sales Trading
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2015 - Present
Skills
Equity Trading, Trading, Relationship Management, Management, Sales, Business Development, Capital Markets, Entrepreneurship, Critical Thinking, Equities, Hedge Funds, Project Management, Securities, Trading Systems, Investments, Technical Analysis, Alternative Investments, Financial Services, Financial Markets, Electronic Trading, Series 24, Equity Research, Bloomberg, Options, Derivatives, Mutual Funds, Investment Banking, Trading Strategies, Market Making, Equity Derivatives, ETFs, Investment Strategies, Portfolio Management, Market Data, Investment Sales, Client Relations, Equity Capital Markets, Bloomberg Terminal, Economics, Proprietary Trading, Institutional..., Sales Management, FINRA, Series 7, Series 63, Series 4, Series 55, Commodity, Fixed Income, Bonds
Education
Tulane University 1993 — 1997
BA, Political Economy
Jesuit High School, New Orleans, LA 1988 — 1993
Oppenheimer & Co. Inc. April 2015 - Present
Skills
Equity Trading, Trading, Relationship Management, Management, Sales, Business Development, Capital Markets, Entrepreneurship, Critical Thinking, Equities, Hedge Funds, Project Management, Securities, Trading Systems, Investments, Technical Analysis, Alternative Investments, Financial Services, Financial Markets, Electronic Trading, Series 24, Equity Research, Bloomberg, Options, Derivatives, Mutual Funds, Investment Banking, Trading Strategies, Market Making, Equity Derivatives, ETFs, Investment Strategies, Portfolio Management, Market Data, Investment Sales, Client Relations, Equity Capital Markets, Bloomberg Terminal, Economics, Proprietary Trading, Institutional..., Sales Management, FINRA, Series 7, Series 63, Series 4, Series 55, Commodity, Fixed Income, Bonds
Education
Tulane University 1993 — 1997
BA, Political Economy
Jesuit High School, New Orleans, LA 1988 — 1993
Mitchell Hickey Mitchell Hickey's Oppenheimer & Co. Inc. Experience July 2015 - Present
Job Associate Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2015 - Present
Entreprenoma August 2014 - May 2015
Northwestern Mutual 2012 - May 2015
Education
Sonoma State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Financial Management
Santa Rosa Junior College 2009 — 2012
Associate's Degree Business Adminstration, Business Administration, Management and Operations
San Marin High School
Oppenheimer & Co. Inc. July 2015 - Present
Entreprenoma August 2014 - May 2015
Northwestern Mutual 2012 - May 2015
Education
Sonoma State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Financial Management
Santa Rosa Junior College 2009 — 2012
Associate's Degree Business Adminstration, Business Administration, Management and Operations
San Marin High School
Jaclyn Katz Jaclyn Katz's Oppenheimer & Co. Inc. Experience June 2014 - August 2014
Job Financial Institutions Group Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Teacher's Assistant August 2013 - December 2013
Discovery Channel June 2013 - August 2013
Pure Brands June 2012 - July 2012
Turbine Creative April 2011 - June 2011
Skills
Market Research, Analysis of Alternatives, Bloomberg Terminal, Financial Analysis, Microsoft Excel, PowerPoint, Marketing, Leadership, Management, Financial Modeling, Financial Services, Strategy, Research
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Staples High School 2007 — 2011
High School
London School of Economics and Political Science
Strategic Management
BlackRock August 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Teacher's Assistant August 2013 - December 2013
Discovery Channel June 2013 - August 2013
Pure Brands June 2012 - July 2012
Turbine Creative April 2011 - June 2011
Skills
Market Research, Analysis of Alternatives, Bloomberg Terminal, Financial Analysis, Microsoft Excel, PowerPoint, Marketing, Leadership, Management, Financial Modeling, Financial Services, Strategy, Research
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Staples High School 2007 — 2011
High School
London School of Economics and Political Science
Strategic Management
Patrick Vangeli Patrick Vangeli's Oppenheimer & Co. Inc. Experience November 2003 - February 2008
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Citi February 2008 - June 2008
Oppenheimer & Co. Inc. November 2003 - February 2008
Joseph Stevens & Company September 1996 - January 2001
Skills
Hedge Funds, Alternative Investments, Asset Management, Private Equity, Finance, Mutual Funds, Asset Allocation, Microsoft Excel, Wealth Management, Securities
Education
St. John's University 1998 — 2002
Bachelor of Science (BS), Finance, General
Xaverian High School 1994 — 1998
Morgan Stanley July 2008 - Present
Citi February 2008 - June 2008
Oppenheimer & Co. Inc. November 2003 - February 2008
Joseph Stevens & Company September 1996 - January 2001
Skills
Hedge Funds, Alternative Investments, Asset Management, Private Equity, Finance, Mutual Funds, Asset Allocation, Microsoft Excel, Wealth Management, Securities
Education
St. John's University 1998 — 2002
Bachelor of Science (BS), Finance, General
Xaverian High School 1994 — 1998
Andrew Giacomi Andrew Giacomi's Oppenheimer & Co. Inc. Experience January 2011 - December 2011
Job MBA Candidate at The Wharton School
Industry Banking
Experience
The Wharton School July 2014 - Present
Zola.com June 2015 - August 2015
Oppenheimer & Co. January 2012 - February 2014
Oppenheimer & Co. Inc. January 2011 - December 2011
Bryant Park Capital March 2009 - December 2010
Ellington Management Group August 2007 - December 2008
Skills
Investment Banking, Trading, Investments, Emerging Markets, Financial Services, Valuation, Due Diligence, Equities, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Capital Markets, Microsoft Excel, Microsoft Office, SQL, Java, C++, C, Data Analysis, PowerPoint, Python
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA
Tufts University 2003 — 2007
Bachelor of Science, Computer Engineering; Economics
The Wharton School July 2014 - Present
Zola.com June 2015 - August 2015
Oppenheimer & Co. January 2012 - February 2014
Oppenheimer & Co. Inc. January 2011 - December 2011
Bryant Park Capital March 2009 - December 2010
Ellington Management Group August 2007 - December 2008
Skills
Investment Banking, Trading, Investments, Emerging Markets, Financial Services, Valuation, Due Diligence, Equities, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Capital Markets, Microsoft Excel, Microsoft Office, SQL, Java, C++, C, Data Analysis, PowerPoint, Python
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA
Tufts University 2003 — 2007
Bachelor of Science, Computer Engineering; Economics
Coleen Sullivan's Oppenheimer & Co. Inc. Experience December 1985 - October 1998
Job Client Service Director at Robert Half Management Resources
Industry Financial Services
Experience
Robert Half Management Resources March 2015 - Present
Sullivan Associates June 2010 - March 2015
Vericle, Inc April 2005 - June 2010
CIBC World Markets / Oppenheimer & Co., Inc. April 1983 - September 2002
Oppenheimer & Co. Inc. December 1985 - October 1998
Oppenheimer & Co. Inc. April 1983 - November 1985
Skills
Management, Team Leadership, Business/IT Liason, Interdepartmental..., Team Management, Project Management, Vendor Relations, Business Relationship..., Business Intelligence, Data Analysis, Data Mining, Reporting & Analysis, Business Analysis, Database Development, SaaS, Webinars, Enterprise Software, Social Networking, Social Media, Advanced..., Entrepreneurship, Sales Presentations, Training, Analysis, Strategic Planning, Sales, Finance
Education
Seton Hall University
BA, Communications
Robert Half Management Resources March 2015 - Present
Sullivan Associates June 2010 - March 2015
Vericle, Inc April 2005 - June 2010
CIBC World Markets / Oppenheimer & Co., Inc. April 1983 - September 2002
Oppenheimer & Co. Inc. December 1985 - October 1998
Oppenheimer & Co. Inc. April 1983 - November 1985
Skills
Management, Team Leadership, Business/IT Liason, Interdepartmental..., Team Management, Project Management, Vendor Relations, Business Relationship..., Business Intelligence, Data Analysis, Data Mining, Reporting & Analysis, Business Analysis, Database Development, SaaS, Webinars, Enterprise Software, Social Networking, Social Media, Advanced..., Entrepreneurship, Sales Presentations, Training, Analysis, Strategic Planning, Sales, Finance
Education
Seton Hall University
BA, Communications
Jessica Kenley Jessica Kenley's Oppenheimer & Co. Inc. Experience August 2014 - Present
Job Associate Director at Oppenheimer & Co. Inc.
Industry Capital Markets
Experience
Oppenheimer & Co. Inc. August 2014 - Present
Skills
Financial Modeling, Investment Banking, Valuation, Due Diligence, Venture Capital, Business Strategy, Mergers, Financial Analysis, Private Equity, Business Development, Hedge Funds, Equities, Equity Research, Capital Markets, Corporate Finance, Investments, Corporate Development, IPO, Strategy, Bloomberg, Portfolio Management
Education
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (B.A.)
Oppenheimer & Co. Inc. August 2014 - Present
Skills
Financial Modeling, Investment Banking, Valuation, Due Diligence, Venture Capital, Business Strategy, Mergers, Financial Analysis, Private Equity, Business Development, Hedge Funds, Equities, Equity Research, Capital Markets, Corporate Finance, Investments, Corporate Development, IPO, Strategy, Bloomberg, Portfolio Management
Education
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (B.A.)
James Bentson's Oppenheimer & Co. Inc. Experience January 2014 - April 2014
Job The King's College
Industry Insurance
Experience
Selective Insurance May 2015 - August 2015
Selective Insurance May 2014 - August 2014
Oppenheimer & Co. Inc. January 2014 - April 2014
Allen C. Bentson Agency, Inc. May 2013 - August 2013
Sparta Fieldhouse 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Editing, Management
Education
The King's College 2008 — 2016
Majoring in Politics, Philosophy, and Economics; Minor in Business, Junior
High Point Regional High School 2008 — 2012
Selective Insurance May 2015 - August 2015
Selective Insurance May 2014 - August 2014
Oppenheimer & Co. Inc. January 2014 - April 2014
Allen C. Bentson Agency, Inc. May 2013 - August 2013
Sparta Fieldhouse 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Editing, Management
Education
The King's College 2008 — 2016
Majoring in Politics, Philosophy, and Economics; Minor in Business, Junior
High Point Regional High School 2008 — 2012
Christina Mendez Christina Mendez's Oppenheimer & Co. Inc. Experience June 2006 - February 2011
Job Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. September 2011 - Present
Merrill Lynch February 2011 - September 2011
Oppenheimer & Co. Inc. June 2006 - February 2011
Skills
Series 7, Wealth Management, Series 63, Equities, Fixed Income, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Uniform Combined State..., Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Investment Advisory, Hedge Funds, Strategic Financial..., Investment Strategies, FINRA
Education
St. John's University 2002 — 2006
Bachelor of Science (BS), Finance, General
UBS Financial Services Inc. September 2011 - Present
Merrill Lynch February 2011 - September 2011
Oppenheimer & Co. Inc. June 2006 - February 2011
Skills
Series 7, Wealth Management, Series 63, Equities, Fixed Income, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Uniform Combined State..., Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Investment Advisory, Hedge Funds, Strategic Financial..., Investment Strategies, FINRA
Education
St. John's University 2002 — 2006
Bachelor of Science (BS), Finance, General
Dejanire Bernal Dejanire Bernal's Oppenheimer & Co. Inc. Experience January 2015 - April 2015
Job B.B.A International Business
Industry International Trade and Development
Experience
Oppenheimer & Co. Inc. January 2015 - April 2015
Berkeley College October 2013 - March 2015
Couture Fashion Week February 2013 - February 2013
Consulate General of Peru in New York January 2012 - February 2012
"Little Bunny" Kindergarten January 2010 - December 2011
Skills
Microsoft Office, Microsoft Word, Financial Analysis, French, English, Public Relations, Spanish, Research, PowerPoint, Teamwork, Microsoft Excel, Public Speaking, Statistics, Social Media, Time Management, Leadership, Nonprofits, Strategic Planning, Management, Business Strategy, Economics, Business Planning, Teaching, Social Networking, Facebook
Education
Berkeley College-New York 2013 — 2015
Bachelor of Business Administration (B.B.A.), International Business
Universidad del Pacífico (PE) 2010 — 2012
Bachelor's degree, Economics
Peruano Japones 2004 — 2010
Japanese Studies
Oppenheimer & Co. Inc. January 2015 - April 2015
Berkeley College October 2013 - March 2015
Couture Fashion Week February 2013 - February 2013
Consulate General of Peru in New York January 2012 - February 2012
"Little Bunny" Kindergarten January 2010 - December 2011
Skills
Microsoft Office, Microsoft Word, Financial Analysis, French, English, Public Relations, Spanish, Research, PowerPoint, Teamwork, Microsoft Excel, Public Speaking, Statistics, Social Media, Time Management, Leadership, Nonprofits, Strategic Planning, Management, Business Strategy, Economics, Business Planning, Teaching, Social Networking, Facebook
Education
Berkeley College-New York 2013 — 2015
Bachelor of Business Administration (B.B.A.), International Business
Universidad del Pacífico (PE) 2010 — 2012
Bachelor's degree, Economics
Peruano Japones 2004 — 2010
Japanese Studies
Matthew Ronan's Oppenheimer & Co. Inc. Experience September 2014 - January 2015
Job Student at State University of New York at Buffalo
Industry Financial Services
Experience
Barney's Restaurant March 2010 - Present
Oppenheimer & Co. Inc. September 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Social Media Marketing
Education
University at Buffalo 2011 — 2015
Barney's Restaurant March 2010 - Present
Oppenheimer & Co. Inc. September 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Social Media Marketing
Education
University at Buffalo 2011 — 2015
Rachel Borja's Oppenheimer & Co. Inc. Experience February 2005 - April 2012
Job Executive Assistant to the Chairman at Structure Tone
Industry Investment Banking
Experience
Structure Tone March 2012 - Present
Oppenheimer & Co. Inc. February 2005 - April 2012
Stonehenge Management LLC June 2002 - February 2005
Credit Suisse January 2002 - May 2002
Credit Suisse January 1996 - July 1998
Skills
conversational French, conversational Spanish, Microsoft Office, Excel, Word, PowerPoint, Access, Quicken, Microsoft Word, Event Planning, Nonprofits, Administrative..., Management
Education
Sarah Lawrence College 1989 — 1993
Bachelor of Arts (B.A.), Literature
British American Drama Academy 1991 — 1992
Theatre/Theater
Structure Tone March 2012 - Present
Oppenheimer & Co. Inc. February 2005 - April 2012
Stonehenge Management LLC June 2002 - February 2005
Credit Suisse January 2002 - May 2002
Credit Suisse January 1996 - July 1998
Skills
conversational French, conversational Spanish, Microsoft Office, Excel, Word, PowerPoint, Access, Quicken, Microsoft Word, Event Planning, Nonprofits, Administrative..., Management
Education
Sarah Lawrence College 1989 — 1993
Bachelor of Arts (B.A.), Literature
British American Drama Academy 1991 — 1992
Theatre/Theater
Alex Englese Alex Englese's Oppenheimer & Co. Inc. Experience June 1995 - September 1997
Job General Manager, GSN North America, Inc
Industry Financial Services
Experience
GSN (formerly known as ESN (European Securities Network) North America 2004 - Present
Banca Akros June 2001 - February 2004
BBVA April 1999 - April 2001
Credit Suisse First Boston September 1997 - March 1999
Oppenheimer & Co. Inc. June 1995 - September 1997
Thomas Cook Group August 1993 - April 1995
Skills
Capital Markets, Bloomberg, Hedge Funds, Investments, Trading Systems, Currency, Derivatives, Equities, Equity Research, Financial Markets, Investment Banking, Trading, Valuation, Sales
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
Bachelors, Marketing
St. John's University 1990 — 1995
Bachelor's degree, Marketing
GSN (formerly known as ESN (European Securities Network) North America 2004 - Present
Banca Akros June 2001 - February 2004
BBVA April 1999 - April 2001
Credit Suisse First Boston September 1997 - March 1999
Oppenheimer & Co. Inc. June 1995 - September 1997
Thomas Cook Group August 1993 - April 1995
Skills
Capital Markets, Bloomberg, Hedge Funds, Investments, Trading Systems, Currency, Derivatives, Equities, Equity Research, Financial Markets, Investment Banking, Trading, Valuation, Sales
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
Bachelors, Marketing
St. John's University 1990 — 1995
Bachelor's degree, Marketing
Donald Corbett Donald Corbett's Oppenheimer & Co. Inc. Experience 2015 - Present
Job Executive Director, Senior Counsel
Industry Financial Services
Experience
Oppenheimer & Co. Inc. 2015 - Present
Lowenstein Sandler LLP 2010 - 2015
Dickstein Shapiro LLP 2005 - 2010
Carter Ledyard & Milburn LLP 2002 - 2005
Squadron Ellenoff Plesent & Sheinfeld LLP 1999 - 2002
Lane & Mittendorf LLP 1996 - 1999
Skills
Securities Litigation, Corporate Governance, Commercial Litigation
Education
St. John's University School of Law 1991 — 1994
Doctor of Law (JD)
State University of New York College at Oswego 1981 — 1985
Bachelor of Arts (B.A.)
Oppenheimer & Co. Inc. 2015 - Present
Lowenstein Sandler LLP 2010 - 2015
Dickstein Shapiro LLP 2005 - 2010
Carter Ledyard & Milburn LLP 2002 - 2005
Squadron Ellenoff Plesent & Sheinfeld LLP 1999 - 2002
Lane & Mittendorf LLP 1996 - 1999
Skills
Securities Litigation, Corporate Governance, Commercial Litigation
Education
St. John's University School of Law 1991 — 1994
Doctor of Law (JD)
State University of New York College at Oswego 1981 — 1985
Bachelor of Arts (B.A.)
Richard Stein Richard Stein's Oppenheimer & Co. Inc. Experience June 2003 - February 2007
Job Senior Wealth Strategist, UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc January 2012 - Present
Morgan Stanley September 2007 - January 2012
Oppenheimer & Co. Inc. June 2003 - February 2007
Deutsche Bank September 1998 - September 2003
Calvert Investments September 1991 - September 1998
Education
Wharton School of Business 1999 — 2002
University of Maryland College Park 1983 — 1988
Business
High Point High School 1980 — 1983
UBS Financial Services Inc January 2012 - Present
Morgan Stanley September 2007 - January 2012
Oppenheimer & Co. Inc. June 2003 - February 2007
Deutsche Bank September 1998 - September 2003
Calvert Investments September 1991 - September 1998
Education
Wharton School of Business 1999 — 2002
University of Maryland College Park 1983 — 1988
Business
High Point High School 1980 — 1983
Jessica McEvily Jessica McEvily's Oppenheimer & Co. Inc. Experience March 2005 - Present
Job Business Manager, Equity Research, Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2005 - Present
The Louis Berger Group 2001 - 2005
Mexicali Grille 1998 - 2001
Skills
Equity Research, Account Management, Personnel Supervision, Personnel Leadership, Personnel Training, Personnel Recruiting, ADP Payroll, HR Policies, Leadership, Personnel Selection, Series 63
Education
The University of Georgia 1994 — 1998
B.A., Psychology
Oppenheimer & Co. Inc. March 2005 - Present
The Louis Berger Group 2001 - 2005
Mexicali Grille 1998 - 2001
Skills
Equity Research, Account Management, Personnel Supervision, Personnel Leadership, Personnel Training, Personnel Recruiting, ADP Payroll, HR Policies, Leadership, Personnel Selection, Series 63
Education
The University of Georgia 1994 — 1998
B.A., Psychology
Don Pryor, MBA, Finance Director Don Pryor, MBA, Finance Director's Oppenheimer & Co. Inc. Experience June 1994 - September 1995
Job Finance Professional
Industry Consumer Goods
Experience
f'real foods February 2015 - Present
Current clients: f'real foods, beverage start-up October 2014 - January 2015
Intellectual Ventures May 2010 - September 2014
Delicious Brands / Lotus Vodka (acquired) November 2008 - March 2010
Gruppo Campari December 2004 - September 2008
Dreyer's Grand Ice Cream December 1998 - December 2004
Chevron August 1996 - November 1998
Oppenheimer & Co. Inc. June 1994 - September 1995
PricewaterhouseCoopers 1992 - 1993
Arthur Andersen & Co. 1990 - 1992
Skills
Finance, Accounting, Financial Analysis, Analysis, Business Strategy, Corporate Finance, Strategy, Business Planning, Strategic Planning, Management, Mergers & Acquisitions, Start-ups, Valuation, Forecasting, Portfolio Management, Financial Modeling, Executive Management, Venture Capital, Cross-functional Team..., Entrepreneurship, Contract Negotiation, Auditing, Marketing, Strategic Partnerships, Competitive Analysis, Due Diligence, Business Development, Analytics, Financial Planning, Creative Solutions
Education
The University of Chicago Booth School of Business
MBA, Finance and Accounting
University of California, Berkeley 1984 — 1988
BA, Economics
University of California, Los Angeles 1989 — 1989
Accounting
f'real foods February 2015 - Present
Current clients: f'real foods, beverage start-up October 2014 - January 2015
Intellectual Ventures May 2010 - September 2014
Delicious Brands / Lotus Vodka (acquired) November 2008 - March 2010
Gruppo Campari December 2004 - September 2008
Dreyer's Grand Ice Cream December 1998 - December 2004
Chevron August 1996 - November 1998
Oppenheimer & Co. Inc. June 1994 - September 1995
PricewaterhouseCoopers 1992 - 1993
Arthur Andersen & Co. 1990 - 1992
Skills
Finance, Accounting, Financial Analysis, Analysis, Business Strategy, Corporate Finance, Strategy, Business Planning, Strategic Planning, Management, Mergers & Acquisitions, Start-ups, Valuation, Forecasting, Portfolio Management, Financial Modeling, Executive Management, Venture Capital, Cross-functional Team..., Entrepreneurship, Contract Negotiation, Auditing, Marketing, Strategic Partnerships, Competitive Analysis, Due Diligence, Business Development, Analytics, Financial Planning, Creative Solutions
Education
The University of Chicago Booth School of Business
MBA, Finance and Accounting
University of California, Berkeley 1984 — 1988
BA, Economics
University of California, Los Angeles 1989 — 1989
Accounting
Glenn Brohman's Oppenheimer & Co. Inc. Experience July 1985 - Present
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 1985 - Present
Skills
Investments, Retirement Savings, Investment Strategies, Fixed Income Strategies, Financial Advisory, Securities, Insurance, Asset Allocation, Wealth Management...
Education
University of Calgary
Oppenheimer & Co. Inc. July 1985 - Present
Skills
Investments, Retirement Savings, Investment Strategies, Fixed Income Strategies, Financial Advisory, Securities, Insurance, Asset Allocation, Wealth Management...
Education
University of Calgary
Paul Federico Paul Federico's Oppenheimer & Co. Inc. Experience April 2014 - Present
Job Margin Associate Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2014 - Present
Broadridge Financial Solutions September 1995 - August 2013
Skills
Microsoft Excel, BPS System, Margin, Compliance, AML, Postedge, Ascendis, Provisor, Risk Management, Financial Services, Banking, Investments, Customer Service, Settlement, Securities, Back Office, Equities, Corporate Actions, FINRA, Options, Mutual Funds
Education
St. Francis College 1986 — 1991
Bachelor of Arts (B.A.), Communications
St. Francis College
Bachelor's degree
Oppenheimer & Co. Inc. April 2014 - Present
Broadridge Financial Solutions September 1995 - August 2013
Skills
Microsoft Excel, BPS System, Margin, Compliance, AML, Postedge, Ascendis, Provisor, Risk Management, Financial Services, Banking, Investments, Customer Service, Settlement, Securities, Back Office, Equities, Corporate Actions, FINRA, Options, Mutual Funds
Education
St. Francis College 1986 — 1991
Bachelor of Arts (B.A.), Communications
St. Francis College
Bachelor's degree
Carroll Mullis, CFA, CFP ® Carroll Mullis, CFA, CFP ®'s Oppenheimer & Co. Inc. Experience December 2009 - Present
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2009 - Present
Wells Fargo December 2006 - December 2008
SunTrust December 2003 - December 2006
EY December 1999 - December 2003
SunTrust December 1995 - December 1998
Education
University of Georgia - Terry College of Business 1998 — 1999
Master of Business Administration (MBA), Consulting, Finance & Real Estate
University of Alabama 1992 — 1994
Bachelor of Science (BS), Corporate Finance and Investment Management
Oppenheimer & Co. Inc. December 2009 - Present
Wells Fargo December 2006 - December 2008
SunTrust December 2003 - December 2006
EY December 1999 - December 2003
SunTrust December 1995 - December 1998
Education
University of Georgia - Terry College of Business 1998 — 1999
Master of Business Administration (MBA), Consulting, Finance & Real Estate
University of Alabama 1992 — 1994
Bachelor of Science (BS), Corporate Finance and Investment Management
Joseph Zaccaria Joseph Zaccaria's Oppenheimer & Co. Inc. Experience April 2014 - Present
Job Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2014 - Present
Needham & Company September 2012 - April 2014
Guidepoint Global July 2010 - September 2012
Guidepoint Global July 2010 - February 2012
Legg Mason Capital Management January 2006 - May 2006
Skills
Market Research, Competitive Analysis, Financial Modeling, Equity Research, Analysis, Valuation, Market Analysis, Financial Analysis, Bloomberg, Primary Research, Equities, Quantitative Analytics, Analytics, Qualitative Research, Semiconductors, Series 7, Series 63, Series 86, Series 87
Education
The Johns Hopkins University 2004 — 2008
BA, Political Sciences, Economics, Business
Manhasset High School 2000 — 2004
Oppenheimer & Co. Inc. April 2014 - Present
Needham & Company September 2012 - April 2014
Guidepoint Global July 2010 - September 2012
Guidepoint Global July 2010 - February 2012
Legg Mason Capital Management January 2006 - May 2006
Skills
Market Research, Competitive Analysis, Financial Modeling, Equity Research, Analysis, Valuation, Market Analysis, Financial Analysis, Bloomberg, Primary Research, Equities, Quantitative Analytics, Analytics, Qualitative Research, Semiconductors, Series 7, Series 63, Series 86, Series 87
Education
The Johns Hopkins University 2004 — 2008
BA, Political Sciences, Economics, Business
Manhasset High School 2000 — 2004
Janice ter Kuile Janice ter Kuile's Oppenheimer & Co. Inc. Experience 1984 - 1995
Job
Industry Financial Services
Experience
Sun Life Financial December 2013 - December 2014
CIGNA Healthcare February 2013 - December 2013
RightClick Recruiting - Webster Bank May 2012 - September 2012
The Hartford Insurance Group January 2008 - May 2012
Mohawk Learning Center December 1998 - 2011
Waterbury Companies, Inc. October 2002 - March 2007
Outpost.com January 1999 - April 2001
Lockheed Martin IMS 1995 - 1998
Oppenheimer & Co. Inc. 1984 - 1995
Skills
Business Analysis, Agile Project Management, SDLC Expertise, Documentation, Requirements Analysis, Microsoft Project, Negotiation, Testing, Program Administration, Microsoft Office, Microsoft Word, Scrum, HP Quality Center, Payment Processing, Visio, Business Process Mapping, disbursement processing, Oracle Applications, PeopleSoft, Image Processing, Financial Analysis, Financial Reporting, Investor Relations, Corporate Governance, Corporate Transactions, Software Documentation, Quality Center, Process Improvement, IT Infrastructure Design, IT Infrastructure..., Financial Services, Management, MS Project, Program Management, Business Intelligence, Agile Methodologies, SDLC, E-commerce, Systems Analysis, Business Requirements, Requirements Gathering, Vendor Management, Leadership
Education
Skidmore College 1977 — 1981
BA
Sun Life Financial December 2013 - December 2014
CIGNA Healthcare February 2013 - December 2013
RightClick Recruiting - Webster Bank May 2012 - September 2012
The Hartford Insurance Group January 2008 - May 2012
Mohawk Learning Center December 1998 - 2011
Waterbury Companies, Inc. October 2002 - March 2007
Outpost.com January 1999 - April 2001
Lockheed Martin IMS 1995 - 1998
Oppenheimer & Co. Inc. 1984 - 1995
Skills
Business Analysis, Agile Project Management, SDLC Expertise, Documentation, Requirements Analysis, Microsoft Project, Negotiation, Testing, Program Administration, Microsoft Office, Microsoft Word, Scrum, HP Quality Center, Payment Processing, Visio, Business Process Mapping, disbursement processing, Oracle Applications, PeopleSoft, Image Processing, Financial Analysis, Financial Reporting, Investor Relations, Corporate Governance, Corporate Transactions, Software Documentation, Quality Center, Process Improvement, IT Infrastructure Design, IT Infrastructure..., Financial Services, Management, MS Project, Program Management, Business Intelligence, Agile Methodologies, SDLC, E-commerce, Systems Analysis, Business Requirements, Requirements Gathering, Vendor Management, Leadership
Education
Skidmore College 1977 — 1981
BA
Nancy Wilson Brothers Nancy Wilson Brothers's Oppenheimer & Co. Inc. Experience September 1993 - September 1997
Job Senior Managing Director at Aviation Finance Corporation
Industry Financial Services
Experience
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
David L. Fryer David L. Fryer's Oppenheimer & Co. Inc. Experience August 1996 - March 1998
Job Product Specialist
Industry Investment Management
Experience
Nile Capital Group LLC Product SpecialistPinnacle AssociatesJanuary 2015 - Present
ARTIO GLOBAL October 2010 - June 2013
Bank Julius Baer January 2007 - October 2010
Bank Julius Baer June 2005 - January 2007
Bank Julius Baer March 1998 - June 2005
Oppenheimer & Co. Inc. August 1996 - March 1998
Charles Schwab September 1995 - April 1996
Skills
Equities, Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Investment Management, Equity Research, Asset Allocation, Asset Management, Options, Wealth Management, Series 7, Investment Advisory, Performance Attribution, Equity Trading, Capital Markets, Hedging, Securities, Financial Modeling, FINRA, Institutional..., Mutual Funds, Series 63, Investment Strategies, Electronic Trading, Private Equity, ETFs, Equity Valuation, Derivatives, Trading Systems, Portfolio Management, Investment Banking, Valuation, Middle Office, Chartered Financial..., Bonds, Investments, Emerging Markets, Bloomberg Terminal, Trading, Equity Derivatives, Financial Markets, Credit Derivatives, Investor Relations, Financial Services
Education
Siena College 1991 — 1995
Bachelor of Arts (B.A.), History
Siena College
Nile Capital Group LLC Product SpecialistPinnacle AssociatesJanuary 2015 - Present
ARTIO GLOBAL October 2010 - June 2013
Bank Julius Baer January 2007 - October 2010
Bank Julius Baer June 2005 - January 2007
Bank Julius Baer March 1998 - June 2005
Oppenheimer & Co. Inc. August 1996 - March 1998
Charles Schwab September 1995 - April 1996
Skills
Equities, Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Investment Management, Equity Research, Asset Allocation, Asset Management, Options, Wealth Management, Series 7, Investment Advisory, Performance Attribution, Equity Trading, Capital Markets, Hedging, Securities, Financial Modeling, FINRA, Institutional..., Mutual Funds, Series 63, Investment Strategies, Electronic Trading, Private Equity, ETFs, Equity Valuation, Derivatives, Trading Systems, Portfolio Management, Investment Banking, Valuation, Middle Office, Chartered Financial..., Bonds, Investments, Emerging Markets, Bloomberg Terminal, Trading, Equity Derivatives, Financial Markets, Credit Derivatives, Investor Relations, Financial Services
Education
Siena College 1991 — 1995
Bachelor of Arts (B.A.), History
Siena College
Ernest Greywacz Ernest Greywacz's Oppenheimer & Co. Inc. Experience February 2009 - Present
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2009 - Present
UBS Wealth Management March 2000 - February 2009
Paine Webber February 1995 - March 2000
Prudential Financial January 1988 - January 1990
Royal Alliance Financial Services November 1985 - January 1988
Education
Southern Connecticut State University 1972 — 1976
BA, Economics
Oppenheimer & Co. Inc. February 2009 - Present
UBS Wealth Management March 2000 - February 2009
Paine Webber February 1995 - March 2000
Prudential Financial January 1988 - January 1990
Royal Alliance Financial Services November 1985 - January 1988
Education
Southern Connecticut State University 1972 — 1976
BA, Economics
Albert McCausland Albert McCausland's Oppenheimer & Co. Inc. Experience 2005 - 2009
Job President of McCausland Financial, Inc.
Industry Financial Services
Experience
McCausland Financial, Inc. September 2010 - Present
Oppenheimer & Co. Inc. 2005 - 2009
Skills
Series 7, Series 63, Investment Advisory, Retirement Planning, Fixed Annuities, Retirement, Wealth Management, Financial Advisory, Portfolio Management, Term Life Insurance, IRAs, Investments, Insurance, ETFs, 401k, Mutual Funds, Alternative Investments, Estate Planning, Strategic Financial..., Long-term Care, Wealth Accumulation, Life Insurance, Long Term Care Insurance, Disability Insurance, Financial Services, Asset Allocation, Investment Strategies, Health Insurance, Financial Planners, Equities, Asset Management, Wealth Management..., Securities, Annuities, IRA's
Education
University of Florida - Warrington College of Business Administration 1981 — 1983
BSBA, Marketing/Economics
North Miami Beach Sr. High
McCausland Financial, Inc. September 2010 - Present
Oppenheimer & Co. Inc. 2005 - 2009
Skills
Series 7, Series 63, Investment Advisory, Retirement Planning, Fixed Annuities, Retirement, Wealth Management, Financial Advisory, Portfolio Management, Term Life Insurance, IRAs, Investments, Insurance, ETFs, 401k, Mutual Funds, Alternative Investments, Estate Planning, Strategic Financial..., Long-term Care, Wealth Accumulation, Life Insurance, Long Term Care Insurance, Disability Insurance, Financial Services, Asset Allocation, Investment Strategies, Health Insurance, Financial Planners, Equities, Asset Management, Wealth Management..., Securities, Annuities, IRA's
Education
University of Florida - Warrington College of Business Administration 1981 — 1983
BSBA, Marketing/Economics
North Miami Beach Sr. High
Keri Kutakoff's Oppenheimer & Co. Inc. Experience 1994 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Penn Mutual August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bear Stearns & Company 2003 - 2005
Oppenheimer & Co. Inc. 1994 - 2003
Skills
Investment Management, Marketing, Business development,..., Marketing Communications, Public Relations, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Finance, Mutual Funds, Leadership, Strategy, Customer Service, Product Management
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
University of Delaware - Lerner College of Business and Economics
Penn Mutual August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bear Stearns & Company 2003 - 2005
Oppenheimer & Co. Inc. 1994 - 2003
Skills
Investment Management, Marketing, Business development,..., Marketing Communications, Public Relations, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Finance, Mutual Funds, Leadership, Strategy, Customer Service, Product Management
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
University of Delaware - Lerner College of Business and Economics
Gueve Ataie's Oppenheimer & Co. Inc. Experience June 2014 - August 2014
Job Sales Associate at MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Boston Private Bank & Trust June 2013 - August 2013
Axiom Capital Group, Inc. July 2012 - August 2012
Massachusetts Growth Capital Corp. May 2012 - July 2012
SBANE (Smaller Business Association of New England) May 2011 - July 2011
Skills
Economics, Corporate Finance, Microsoft Excel, PowerPoint, Financial Markets, Microsoft Office, Teamwork, Research, Risk Management, Finance, Financial Analysis, Social Media, Microsoft Word
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
New York Life & MainStay Investments June 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Boston Private Bank & Trust June 2013 - August 2013
Axiom Capital Group, Inc. July 2012 - August 2012
Massachusetts Growth Capital Corp. May 2012 - July 2012
SBANE (Smaller Business Association of New England) May 2011 - July 2011
Skills
Economics, Corporate Finance, Microsoft Excel, PowerPoint, Financial Markets, Microsoft Office, Teamwork, Research, Risk Management, Finance, Financial Analysis, Social Media, Microsoft Word
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Jesse Clark Jesse Clark's Oppenheimer & Co. Inc. Experience June 2015 - August 2015
Job Credit Analyst at First American Equipment Finance
Industry Financial Services
Experience
First American Equipment Finance September 2015 - Present
Oppenheimer & Co. Inc. June 2015 - August 2015
Talpion Fund Management LP December 2014 - June 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
KC Contracting June 2011 - August 2013
Skills
Financial Analysis, Investments, Equities, Equity Research, Bloomberg, Asset Management, Securities, Social Media, Finance
Education
State University of New York College at Geneseo 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics
Syosset High School 2008 — 2012
First American Equipment Finance September 2015 - Present
Oppenheimer & Co. Inc. June 2015 - August 2015
Talpion Fund Management LP December 2014 - June 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
KC Contracting June 2011 - August 2013
Skills
Financial Analysis, Investments, Equities, Equity Research, Bloomberg, Asset Management, Securities, Social Media, Finance
Education
State University of New York College at Geneseo 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics
Syosset High School 2008 — 2012
Simon Greene's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
UCLA Anderson School of Management June 2012 - March 2014
St. Cloud Capital, LLC July 2013 - December 2013
Lehman Brothers Holdings Inc. June 2011 - January 2012
Staten Island Yankees June 2009 - September 2009
Education
University of California, Los Angeles 2010 — 2014
BS, Math - Economics
The Pingry School 2006 — 2010
Oppenheimer & Co. Inc. July 2014 - Present
UCLA Anderson School of Management June 2012 - March 2014
St. Cloud Capital, LLC July 2013 - December 2013
Lehman Brothers Holdings Inc. June 2011 - January 2012
Staten Island Yankees June 2009 - September 2009
Education
University of California, Los Angeles 2010 — 2014
BS, Math - Economics
The Pingry School 2006 — 2010
Ned Yetten Ned Yetten's Oppenheimer & Co. Inc. Experience May 2015 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Banking
Experience
Oppenheimer & Co. Inc. May 2015 - Present
Brown Brothers Harriman February 2013 - April 2015
Bank of America Merrill Lynch August 2002 - January 2013
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Bloomberg, Capital Markets, Equities, Investments, Hedge Funds, Fixed Income, Corporate Finance, Equity Derivatives, Equity Research, Securities, Alternative Investments
Education
Stanford University 1998 — 2002
BA, Economics
Phillips Academy 1994 — 1998
High School
Oppenheimer & Co. Inc. May 2015 - Present
Brown Brothers Harriman February 2013 - April 2015
Bank of America Merrill Lynch August 2002 - January 2013
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Bloomberg, Capital Markets, Equities, Investments, Hedge Funds, Fixed Income, Corporate Finance, Equity Derivatives, Equity Research, Securities, Alternative Investments
Education
Stanford University 1998 — 2002
BA, Economics
Phillips Academy 1994 — 1998
High School
Nick Koeniger Nick Koeniger's Oppenheimer & Co. Inc. Experience May 2015 - Present
Job Institutional Equity Sales at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. May 2015 - Present
AGC Partners September 2014 - February 2015
George Washington University May 2011 - May 2014
Alteris/ Argo Group International Holdings, Ltd. May 2013 - August 2013
Stone Horse Yacht Club June 2009 - August 2011
Skills
International Relations, Economics, Research, Politics, Public Policy, Teaching, Policy Analysis, SPSS, Strategy, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Capital IQ
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business and Economics, Magna Cum Laude
University of Oxford 2012 — 2013
Economics and Management
Belmont Hill School 2005 — 2010
Cum Laude
School Year Abroad China 2008 — 2009
Chinese Language and Literature
Oppenheimer & Co. Inc. May 2015 - Present
AGC Partners September 2014 - February 2015
George Washington University May 2011 - May 2014
Alteris/ Argo Group International Holdings, Ltd. May 2013 - August 2013
Stone Horse Yacht Club June 2009 - August 2011
Skills
International Relations, Economics, Research, Politics, Public Policy, Teaching, Policy Analysis, SPSS, Strategy, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Capital IQ
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business and Economics, Magna Cum Laude
University of Oxford 2012 — 2013
Economics and Management
Belmont Hill School 2005 — 2010
Cum Laude
School Year Abroad China 2008 — 2009
Chinese Language and Literature
Gib Portwood's Oppenheimer & Co. Inc. Experience January 2010 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2010 - Present
Wells Fargo December 2005 - December 2009
BBVA Compass Bank December 2003 - December 2005
US Army June 1993 - August 2000
Skills
Investment Strategies, Estate Investment..., Business-Succession..., Retirement-Plan..., Insurance
Education
United States Military Academy at West Point 1990 — 1993
The University of Texas at Austin - The Red McCombs School of Business
MBA
Oppenheimer & Co. Inc. January 2010 - Present
Wells Fargo December 2005 - December 2009
BBVA Compass Bank December 2003 - December 2005
US Army June 1993 - August 2000
Skills
Investment Strategies, Estate Investment..., Business-Succession..., Retirement-Plan..., Insurance
Education
United States Military Academy at West Point 1990 — 1993
The University of Texas at Austin - The Red McCombs School of Business
MBA
Monique Castillo Monique Castillo's Oppenheimer & Co. Inc. Experience January 2012 - Present
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2012 - Present
Vantage Point Bank and Financial Services November 2009 - January 2012
UBS February 2008 - October 2009
Wow Floors Inc. & Tati's Remodeling February 2001 - March 2008
Chindex February 1995 - April 2001
Wuhan Foreign Language School September 1990 - June 1991
Skills
Investments, Securities, Financial Advisory, Insurance, Retirement-Plan..., Asset Allocation, Multigenerational..., Wealth Management..., Wealth-Preservation...
Education
The Johns Hopkins University 1986 — 1990
BA, International Relations: China & Latin America
Oppenheimer & Co. Inc. January 2012 - Present
Vantage Point Bank and Financial Services November 2009 - January 2012
UBS February 2008 - October 2009
Wow Floors Inc. & Tati's Remodeling February 2001 - March 2008
Chindex February 1995 - April 2001
Wuhan Foreign Language School September 1990 - June 1991
Skills
Investments, Securities, Financial Advisory, Insurance, Retirement-Plan..., Asset Allocation, Multigenerational..., Wealth Management..., Wealth-Preservation...
Education
The Johns Hopkins University 1986 — 1990
BA, International Relations: China & Latin America
Maya Merson Maya Merson's Oppenheimer & Co. Inc. Experience May 2014 - Present
Job Analyst at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2014 - Present
Kenmar Olympia Group June 2012 - April 2013
TimesSquare Capital Management, LLC August 2010 - June 2011
Cook Pine Capital LLC June 2007 - August 2008
Skills
Alternative Investments, Equities, Social Media, Competitor Intelligence, Hedge Funds, Managed Futures, Equity Research, Quantitative Analytics, Adobe Acrobat, Bloomberg Software, FileMaker, Mercer, Microsoft Office, PerTrac, ProTrack, Series 7, Series 63, YouTube, Tumblr, Instagram, Pinterest, Portfolio Management
Education
The University of Connecticut School of Business 2007 — 2010
Bachelor of Science, Business Administration; Finance; French; Spanish
Oppenheimer & Co. Inc. May 2014 - Present
Kenmar Olympia Group June 2012 - April 2013
TimesSquare Capital Management, LLC August 2010 - June 2011
Cook Pine Capital LLC June 2007 - August 2008
Skills
Alternative Investments, Equities, Social Media, Competitor Intelligence, Hedge Funds, Managed Futures, Equity Research, Quantitative Analytics, Adobe Acrobat, Bloomberg Software, FileMaker, Mercer, Microsoft Office, PerTrac, ProTrack, Series 7, Series 63, YouTube, Tumblr, Instagram, Pinterest, Portfolio Management
Education
The University of Connecticut School of Business 2007 — 2010
Bachelor of Science, Business Administration; Finance; French; Spanish
Diana Pugliese Diana Pugliese's Oppenheimer & Co. Inc. Experience July 2015 - August 2015
Job Student at University of Delaware
Industry Apparel & Fashion
Experience
Oppenheimer & Co. Inc. July 2015 - August 2015
Ann Taylor May 2014 - August 2015
New York & Company June 2015 - July 2015
Young Consulting Group LLC February 2015 - May 2015
The Hunt February 2015 - May 2015
Frogbridge Day Camp June 2011 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Access, Social Media, Leadership, Teamwork, Communication, Marketing, Customer Service, Human Resources, Time Management, Creativity Skills, Entrepreneurship
Education
University of Delaware 2013 — 2017
Bachelor of Science (BS), Finance and Entrepreneurship and Technology Innovation
Allentown High School 2010 — 2013
Oppenheimer & Co. Inc. July 2015 - August 2015
Ann Taylor May 2014 - August 2015
New York & Company June 2015 - July 2015
Young Consulting Group LLC February 2015 - May 2015
The Hunt February 2015 - May 2015
Frogbridge Day Camp June 2011 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Access, Social Media, Leadership, Teamwork, Communication, Marketing, Customer Service, Human Resources, Time Management, Creativity Skills, Entrepreneurship
Education
University of Delaware 2013 — 2017
Bachelor of Science (BS), Finance and Entrepreneurship and Technology Innovation
Allentown High School 2010 — 2013
Jason Radowitz's Oppenheimer & Co. Inc. Experience May 2014 - August 2014
Job New York Knicks Contributor at About.com
Industry Writing and Editing
Experience
About.com July 2015 - Present
University of Hartford Men's Basketball November 2014 - Present
Double G Sports March 2014 - Present
Hartford Informer April 2014 - November 2014
Oppenheimer & Co. Inc. May 2014 - August 2014
Hartford Informer March 2014 - April 2014
New York Sports World December 2011 - September 2013
The Alternative Press December 2012 - March 2013
West Essex Tribune December 2011 - December 2012
Livingston High School Newspaper January 2012 - June 2012
Skills
Sports Writing, Blogging, Editing, Journalism, Sports, Copy Editing, Online Journalism, Social Media, Creative Writing, Feature Articles, Web Content, Broadcast Journalism, Twitter, Social Media Marketing, Proofreading, Facebook, Social Media Strategist, Outstanding..., Freelance Writing, Deportes, Sports Knowledge, Sports Management, Baseball Analytics, Baseball Scouting
Education
University of Hartford 2013 — 2017
Bachelor's Degree, Communication, Journalism, and Related Programs, Freshman
Sports Management Worldwide; Portland, Oregon, USA 2015 — 2015
Baseball Management, Baseball GM & Scouting, Certificate, 2015
Hillyer College at the University of Hartford 2013 — 2015
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies, Cumaltive GPA of 2.83 (in between a B- and B range)
Livingston High School 2009 — 2013
High School, Liberal Studies, Graduated
About.com July 2015 - Present
University of Hartford Men's Basketball November 2014 - Present
Double G Sports March 2014 - Present
Hartford Informer April 2014 - November 2014
Oppenheimer & Co. Inc. May 2014 - August 2014
Hartford Informer March 2014 - April 2014
New York Sports World December 2011 - September 2013
The Alternative Press December 2012 - March 2013
West Essex Tribune December 2011 - December 2012
Livingston High School Newspaper January 2012 - June 2012
Skills
Sports Writing, Blogging, Editing, Journalism, Sports, Copy Editing, Online Journalism, Social Media, Creative Writing, Feature Articles, Web Content, Broadcast Journalism, Twitter, Social Media Marketing, Proofreading, Facebook, Social Media Strategist, Outstanding..., Freelance Writing, Deportes, Sports Knowledge, Sports Management, Baseball Analytics, Baseball Scouting
Education
University of Hartford 2013 — 2017
Bachelor's Degree, Communication, Journalism, and Related Programs, Freshman
Sports Management Worldwide; Portland, Oregon, USA 2015 — 2015
Baseball Management, Baseball GM & Scouting, Certificate, 2015
Hillyer College at the University of Hartford 2013 — 2015
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies, Cumaltive GPA of 2.83 (in between a B- and B range)
Livingston High School 2009 — 2013
High School, Liberal Studies, Graduated
Carlo Buonopane Carlo Buonopane's Oppenheimer & Co. Inc. Experience April 2014 - August 2014
Job Tigress Financial Partners
Industry
Experience
Oppenheimer & Co. Inc. April 2014 - August 2014
U.S. Senaror (Shadow) Paul Strauss November 2013 - April 2014
TBG National May 2013 - October 2013
Georgia's Ristorante May 2012 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, PowerPoint, Public Speaking, Research, Social Media, Event Planning, Social Networking, Data Analysis, Photoshop, Teamwork, Leadership, Finance
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Business Economics & Public Policy
Peddie School 2008 — 2012
Diploma, Liberal Arts and Sciences, General Studies and Humanities
Oppenheimer & Co. Inc. April 2014 - August 2014
U.S. Senaror (Shadow) Paul Strauss November 2013 - April 2014
TBG National May 2013 - October 2013
Georgia's Ristorante May 2012 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, PowerPoint, Public Speaking, Research, Social Media, Event Planning, Social Networking, Data Analysis, Photoshop, Teamwork, Leadership, Finance
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Business Economics & Public Policy
Peddie School 2008 — 2012
Diploma, Liberal Arts and Sciences, General Studies and Humanities
Wayne Crosthwait Wayne Crosthwait's Oppenheimer & Co. Inc. Experience 2011 - 2013
Job Managing Director Alexander Street Associates
Industry Financial Services
Experience
Alexander Street Associates October 2013 - Present
Oppenheimer & Co. Inc. 2011 - 2013
Skills
Leadership, Microsoft Excel, Project Management
Education
The University of Memphis
Alexander Street Associates October 2013 - Present
Oppenheimer & Co. Inc. 2011 - 2013
Skills
Leadership, Microsoft Excel, Project Management
Education
The University of Memphis
Paul Schiano's Oppenheimer & Co. Inc. Experience May 2013 - July 2013
Job CMBS and Real Estate Finance Analyst at Citi
Industry Investment Banking
Experience
Citi June 2015 - Present
Scotiabank June 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - July 2013
Jebbit September 2012 - May 2013
Boston College Athletic Department September 2012 - May 2013
Law Office of Irene Villacci May 2012 - September 2012
Paul's Marine Detailing Service May 2009 - August 2012
St. Rose of Lima CYO September 2008 - June 2012
The Launch Pad October 2011 - May 2012
Skills
Entrepreneurship, Social Networking, PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Accounting, Public Speaking, Research, Windows 7, Calculus, Microsoft Word, Outlook, Start-ups, Investing, Financial Analysis, Financial Modeling, Social Media, Investments
Education
Boston College - Carroll School of Management 2012 — 2015
Bachelor of Science (B.S.), Finance, General, Senior
The University of Queensland 2013 — 2013
Study Abroad, International Business
University of Miami 2011 — 2012
Accounting
Massapequa High School 2007 — 2011
Citi June 2015 - Present
Scotiabank June 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - July 2013
Jebbit September 2012 - May 2013
Boston College Athletic Department September 2012 - May 2013
Law Office of Irene Villacci May 2012 - September 2012
Paul's Marine Detailing Service May 2009 - August 2012
St. Rose of Lima CYO September 2008 - June 2012
The Launch Pad October 2011 - May 2012
Skills
Entrepreneurship, Social Networking, PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Accounting, Public Speaking, Research, Windows 7, Calculus, Microsoft Word, Outlook, Start-ups, Investing, Financial Analysis, Financial Modeling, Social Media, Investments
Education
Boston College - Carroll School of Management 2012 — 2015
Bachelor of Science (B.S.), Finance, General, Senior
The University of Queensland 2013 — 2013
Study Abroad, International Business
University of Miami 2011 — 2012
Accounting
Massapequa High School 2007 — 2011
Tanya U. Shankar's Oppenheimer & Co. Inc. Experience June 2013 - Present
Job Client Sales Associate, Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. June 2013 - Present
Tommy Boy Entertainment February 2013 - May 2013
Finn Dixon & Herling LLP September 2012 - January 2013
Winget, Spadafora & Schwartzberg, LLP November 2011 - July 2012
SoundWaters June 2009 - July 2011
Diserio Martin O'Connor & Castiglioni January 2010 - May 2010
Skills
Microsoft Office,..., Investment Strategies, Financial Services
Education
The University of Connecticut 2007 — 2010
Bachelors of Psychology and Sociology
St. Lawrence University 2005 — 2007
Oppenheimer & Co. Inc. June 2013 - Present
Tommy Boy Entertainment February 2013 - May 2013
Finn Dixon & Herling LLP September 2012 - January 2013
Winget, Spadafora & Schwartzberg, LLP November 2011 - July 2012
SoundWaters June 2009 - July 2011
Diserio Martin O'Connor & Castiglioni January 2010 - May 2010
Skills
Microsoft Office,..., Investment Strategies, Financial Services
Education
The University of Connecticut 2007 — 2010
Bachelors of Psychology and Sociology
St. Lawrence University 2005 — 2007
Alfredo Quintana Alfredo Quintana's Oppenheimer & Co. Inc. Experience June 2013 - August 2013
Job Student at University of Colorado Boulder
Industry Financial Services
Experience
CCI Puesto de Bolsa July 2014 - August 2014
Oppenheimer & Co. Inc. June 2013 - August 2013
Martha’s Yogurt May 2011 - August 2011
Skills
Leadership, Public Relations, Marketing, Public Speaking, Social Networking, Social Media Marketing, Marketing Strategy, Sales, Advertising, Marketing Communications, Negotiation, Data Analysis, Analytical Skills, Interpersonal Skills, Numerical Analysis, Problem Solving, Product Development, Project Management, Comprehensive Planning, Globalization, Experimental Analysis, Emotional Intelligence
Education
University of Colorado Boulder 2012 — 2015
Bachelor of Science in Business Administration, Finance
University of Colorado at Boulder 2012 — 2015
Bachelor of Science in Business Administration, Emphasis in Finance with Global Business Certificate; significant coursework in Accounting, 3.3
CCI Puesto de Bolsa July 2014 - August 2014
Oppenheimer & Co. Inc. June 2013 - August 2013
Martha’s Yogurt May 2011 - August 2011
Skills
Leadership, Public Relations, Marketing, Public Speaking, Social Networking, Social Media Marketing, Marketing Strategy, Sales, Advertising, Marketing Communications, Negotiation, Data Analysis, Analytical Skills, Interpersonal Skills, Numerical Analysis, Problem Solving, Product Development, Project Management, Comprehensive Planning, Globalization, Experimental Analysis, Emotional Intelligence
Education
University of Colorado Boulder 2012 — 2015
Bachelor of Science in Business Administration, Finance
University of Colorado at Boulder 2012 — 2015
Bachelor of Science in Business Administration, Emphasis in Finance with Global Business Certificate; significant coursework in Accounting, 3.3
Jaime Cosculluela Jaime Cosculluela's Oppenheimer & Co. Inc. Experience June 2014 - Present
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2014 - Present
UBS FINANCIAL SERVICES OF PUERTO RICO February 2007 - June 2014
Popular Securities November 2001 - February 2007
Skills
Investments, Asset Allocation, Financial Advisory, Financial Services, Retirement, 401(k) rollovers
Education
Universidad del Sagrado Corazón 1996 — 2000
University of Cincinnati 1995 — 1996
Colegio San Antonio Abad
Oppenheimer & Co. Inc. June 2014 - Present
UBS FINANCIAL SERVICES OF PUERTO RICO February 2007 - June 2014
Popular Securities November 2001 - February 2007
Skills
Investments, Asset Allocation, Financial Advisory, Financial Services, Retirement, 401(k) rollovers
Education
Universidad del Sagrado Corazón 1996 — 2000
University of Cincinnati 1995 — 1996
Colegio San Antonio Abad
Shane Skibitsky Shane Skibitsky's Oppenheimer & Co. Inc. Experience May 2013 - August 2013
Job Valuation Associate at KPMG US
Industry Financial Services
Experience
KPMG US March 2015 - Present
Echo Lake Country Club June 2008 - March 2015
Wells Fargo May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - August 2013
Wakefern Food Corp. June 2011 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Research, Public Speaking, Customer Service, Facebook, SPSS, Access, Data Analysis, Analysis
Education
The College of New Jersey 2011 — 2015
Bachelor’s Degree, Finance, 3.76
KPMG US March 2015 - Present
Echo Lake Country Club June 2008 - March 2015
Wells Fargo May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - August 2013
Wakefern Food Corp. June 2011 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Research, Public Speaking, Customer Service, Facebook, SPSS, Access, Data Analysis, Analysis
Education
The College of New Jersey 2011 — 2015
Bachelor’s Degree, Finance, 3.76
John Rehm John Rehm's Oppenheimer & Co. Inc. Experience July 2013 - September 2013
Job Senior Disposition Analyst
Industry Real Estate
Experience
Baceline Investments October 2014 - Present
Baceline Investments September 2013 - October 2014
Oppenheimer & Co. Inc. July 2013 - September 2013
True North Advisors June 2012 - August 2012
Hyatt Summerfield Suites June 2010 - August 2010
Education
University of Denver 2009 — 2013
University of Denver - Daniels College of Business 2009 — 2013
Bachelor's degree, Finance and Economics
Baceline Investments October 2014 - Present
Baceline Investments September 2013 - October 2014
Oppenheimer & Co. Inc. July 2013 - September 2013
True North Advisors June 2012 - August 2012
Hyatt Summerfield Suites June 2010 - August 2010
Education
University of Denver 2009 — 2013
University of Denver - Daniels College of Business 2009 — 2013
Bachelor's degree, Finance and Economics
Leo Lu Leo Lu's Oppenheimer & Co. Inc. Experience June 2015 - August 2015
Job Student at New York University Leonard N. Stern School of Business
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2015 - August 2015
Astor Group January 2015 - February 2015
Zolio Inc June 2014 - August 2014
Charter School Business Management Inc. May 2014 - August 2014
The Jed Foundation September 2013 - December 2013
Education
New York University, Stern School of Business 2012 — 2016
Bachelor of Science (B.S.)
The Hong Kong University of Science and Technology 2014 — 2014
Bachelor's Degree
Ridge High School 2008 — 2012
High School Diploma
Oppenheimer & Co. Inc. June 2015 - August 2015
Astor Group January 2015 - February 2015
Zolio Inc June 2014 - August 2014
Charter School Business Management Inc. May 2014 - August 2014
The Jed Foundation September 2013 - December 2013
Education
New York University, Stern School of Business 2012 — 2016
Bachelor of Science (B.S.)
The Hong Kong University of Science and Technology 2014 — 2014
Bachelor's Degree
Ridge High School 2008 — 2012
High School Diploma
Steve Baaden Steve Baaden's Oppenheimer & Co. Inc. Experience February 2013 - Present
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2013 - Present
Merrill Lynch September 2008 - February 2013
Morgan Stanley May 2005 - September 2008
UBS May 1986 - May 2005
Education
University of California, Los Angeles 1982 — 1985
Bachelor of Science (BS), Economics
Oppenheimer & Co. Inc. February 2013 - Present
Merrill Lynch September 2008 - February 2013
Morgan Stanley May 2005 - September 2008
UBS May 1986 - May 2005
Education
University of California, Los Angeles 1982 — 1985
Bachelor of Science (BS), Economics
Robert Bruning's Oppenheimer & Co. Inc. Experience May 2014 - Present
Job Investment Banking Associate at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. May 2014 - Present
Raymond James Financial Inc. June 2012 - May 2014
Raymond James Financial Inc. June 2011 - June 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Financial Markets, Options, Series 7, Bloomberg, Asset Allocation, Equities, Portfolio Management, Fixed Income, Series 63, Capital Markets
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Arkansas 2007 — 2011
B.S.B.A., Finance (Investments, Management)
Shanghai University of Finance and Economics 2009 — 2009
International Finance
Oppenheimer & Co. Inc. May 2014 - Present
Raymond James Financial Inc. June 2012 - May 2014
Raymond James Financial Inc. June 2011 - June 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Financial Markets, Options, Series 7, Bloomberg, Asset Allocation, Equities, Portfolio Management, Fixed Income, Series 63, Capital Markets
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Arkansas 2007 — 2011
B.S.B.A., Finance (Investments, Management)
Shanghai University of Finance and Economics 2009 — 2009
International Finance
Cole Neumann Cole Neumann's Oppenheimer & Co. Inc. Experience June 2011 - August 2011
Job Wealth Analyst at Telemus Capital
Industry Financial Services
Experience
Telemus Capital April 2015 - Present
Quicken Loans February 2015 - April 2015
Quicken Loans November 2013 - February 2015
Quicken Loans July 2012 - October 2013
Oppenheimer & Co. Inc. June 2011 - August 2011
Benzinga June 2010 - September 2010
Telemus Capital Partners June 2009 - August 2009
Skills
Finance, Portfolio Management, Insurance, Analysis, Investments, Bloomberg, Trading, Microsoft Excel, Mutual Funds
Education
University of Michigan 2008 — 2012
B.A., Economics
The Hebrew University 2010 — 2010
Telemus Capital April 2015 - Present
Quicken Loans February 2015 - April 2015
Quicken Loans November 2013 - February 2015
Quicken Loans July 2012 - October 2013
Oppenheimer & Co. Inc. June 2011 - August 2011
Benzinga June 2010 - September 2010
Telemus Capital Partners June 2009 - August 2009
Skills
Finance, Portfolio Management, Insurance, Analysis, Investments, Bloomberg, Trading, Microsoft Excel, Mutual Funds
Education
University of Michigan 2008 — 2012
B.A., Economics
The Hebrew University 2010 — 2010
Conor McNamara's Oppenheimer & Co. Inc. Experience June 2014 - August 2014
Job Student at Syracuse University
Industry Financial Services
Experience
KCG Holdings, Inc. June 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Retail, Investments, Leadership, Management, Public Speaking, Finance, Social Media, Sales, Microsoft Word
Education
Syracuse University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Syracuse University
KCG Holdings, Inc. June 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Retail, Investments, Leadership, Management, Public Speaking, Finance, Social Media, Sales, Microsoft Word
Education
Syracuse University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Syracuse University
Matthew Marcolina, ChFC Matthew Marcolina, ChFC's Oppenheimer & Co. Inc. Experience March 2015 - Present
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2015 - Present
Wells Fargo Advisors, LLC November 2005 - March 2015
Morgan Stanley January 1997 - 2005
Skills
Investments
Education
The American College 2002 — 2006
Chartered Financial Consultant, Financial Planning and Services
Temple University 1998 — 2000
2000, Political Science, Business
University of Pittsburgh 1995 — 1998
Oppenheimer & Co. Inc. March 2015 - Present
Wells Fargo Advisors, LLC November 2005 - March 2015
Morgan Stanley January 1997 - 2005
Skills
Investments
Education
The American College 2002 — 2006
Chartered Financial Consultant, Financial Planning and Services
Temple University 1998 — 2000
2000, Political Science, Business
University of Pittsburgh 1995 — 1998
Michael Torre's Oppenheimer & Co. Inc. Experience September 2009 - Present
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2009 - Present
UBS Wealth Management June 2001 - August 2009
Merrill Lynch February 1998 - May 2001
Skills
Investments, Financial Advisory, Wealth Management..., Microsoft Office,..., Risk Management..., Insurance, Alternative Investments, Asset Allocation, Financial Planning, Securities, Series 63, Series 7, Wealth Management, Investment Strategies
Education
St. Francis College 1986 — 1991
Bachelor of Science (BS), Accounting
Oppenheimer & Co. Inc. September 2009 - Present
UBS Wealth Management June 2001 - August 2009
Merrill Lynch February 1998 - May 2001
Skills
Investments, Financial Advisory, Wealth Management..., Microsoft Office,..., Risk Management..., Insurance, Alternative Investments, Asset Allocation, Financial Planning, Securities, Series 63, Series 7, Wealth Management, Investment Strategies
Education
St. Francis College 1986 — 1991
Bachelor of Science (BS), Accounting
Ron Nagor Ron Nagor's Oppenheimer & Co. Inc. Experience June 2014 - August 2015
Job Intern at Computer Science Corporation eMedNY
Industry Higher Education
Experience
Computer Science Corporation - eMedNY August 2015 - Present
Rudy A. Ciccotti Family Recreation Center September 2013 - Present
Oppenheimer & Co. Inc. June 2014 - August 2015
G3 - Going Green Globally April 2015 - May 2015
American Red Cross NENY January 2014 - May 2014
Squire Camps Inc. June 2011 - August 2013
University at Albany August 2010 - May 2011
Education
State University of New York at Albany 2014 — 2016
Master of Business Administration (M.B.A.)
State University of New York at Albany 2010 — 2014
Bachelor's Degree
Dobbs Ferry High School
Honors Student
Computer Science Corporation - eMedNY August 2015 - Present
Rudy A. Ciccotti Family Recreation Center September 2013 - Present
Oppenheimer & Co. Inc. June 2014 - August 2015
G3 - Going Green Globally April 2015 - May 2015
American Red Cross NENY January 2014 - May 2014
Squire Camps Inc. June 2011 - August 2013
University at Albany August 2010 - May 2011
Education
State University of New York at Albany 2014 — 2016
Master of Business Administration (M.B.A.)
State University of New York at Albany 2010 — 2014
Bachelor's Degree
Dobbs Ferry High School
Honors Student
Daniel Romm Daniel Romm's Oppenheimer & Co. Inc. Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at Jefferies, LLC.
Industry Financial Services
Experience
Jefferies 2015 - 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Northwestern Mutual May 2013 - February 2014
Skills
Finance, Financial Modeling, Investments, Valuation, Bloomberg, Financial Analysis, Financial Markets, Capital Markets
Education
University of Florida 2012 — 2016
Master of Science in Finance, Finance
Jefferies 2015 - 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Northwestern Mutual May 2013 - February 2014
Skills
Finance, Financial Modeling, Investments, Valuation, Bloomberg, Financial Analysis, Financial Markets, Capital Markets
Education
University of Florida 2012 — 2016
Master of Science in Finance, Finance
Janice Ong Janice Ong's Oppenheimer & Co. Inc. Experience March 2008 - July 2008
Job Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS August 2008 - Present
UBS Investment Bank August 2008 - Present
Oppenheimer & Co. Inc. March 2008 - July 2008
Bank of America April 2004 - February 2008
Credit Suisse July 2003 - April 2004
Credit Suisse July 2001 - July 2003
Skills
Financial Modeling, Equity Research, Strategy, Valuation, Financial Analysis, Due Diligence, Investment Banking, Investments, Hedge Funds, Equities, Retail, Consumer Behaviour, Fashion, E-commerce, Capital Markets
Education
Stanford University 1997 — 2001
B.A., Economics, 3.5
Stanford University 1997 — 2001
BA, Economics
UBS August 2008 - Present
UBS Investment Bank August 2008 - Present
Oppenheimer & Co. Inc. March 2008 - July 2008
Bank of America April 2004 - February 2008
Credit Suisse July 2003 - April 2004
Credit Suisse July 2001 - July 2003
Skills
Financial Modeling, Equity Research, Strategy, Valuation, Financial Analysis, Due Diligence, Investment Banking, Investments, Hedge Funds, Equities, Retail, Consumer Behaviour, Fashion, E-commerce, Capital Markets
Education
Stanford University 1997 — 2001
B.A., Economics, 3.5
Stanford University 1997 — 2001
BA, Economics
Shelly Birdsong Shelly Birdsong's Oppenheimer & Co. Inc. Experience August 1994 - December 1996
Job Experienced Administrative Assistant for Large Investment/ Banking, Oil & Gas, and Engineering Firms
Industry Banking
Experience
Wal-mart Stores, Inc March 2008 - Present
Exxon Mobil May 2008 - May 2010
Global Industries May 2000 - April 2004
Spherion February 1997 - May 2000
Oppenheimer & Co. Inc. August 1994 - December 1996
Skills
Microsoft Word, Microsoft Excel, Outlook, English, PowerPoint, Microsoft Windows OS, QuickBooks, Visio, SharePoint, lotus notes, Paint, Internet Explorer, Firefox, FedEx, UPS Shipping, International &..., Audio Transcription, Teaching, Event Planning, Expense Reports, Cash Receipts, PMO Services, Data Entry, Data Analysis, West Africa, Administrative..., Secretarial Skills, Office Administration, General Ledger, Tax Accounting, Payroll Services, Inventory, Theft Prevention, Employee Training
Education
University of North Texas 2004 — 2007
Texas Secondary Education Teaching Certificate, Secondary Education and Teaching, 3.22
University of Arkansas at Little Rock
Bachelor’s Degree, History and Political Science, 3.05
Wal-mart Stores, Inc March 2008 - Present
Exxon Mobil May 2008 - May 2010
Global Industries May 2000 - April 2004
Spherion February 1997 - May 2000
Oppenheimer & Co. Inc. August 1994 - December 1996
Skills
Microsoft Word, Microsoft Excel, Outlook, English, PowerPoint, Microsoft Windows OS, QuickBooks, Visio, SharePoint, lotus notes, Paint, Internet Explorer, Firefox, FedEx, UPS Shipping, International &..., Audio Transcription, Teaching, Event Planning, Expense Reports, Cash Receipts, PMO Services, Data Entry, Data Analysis, West Africa, Administrative..., Secretarial Skills, Office Administration, General Ledger, Tax Accounting, Payroll Services, Inventory, Theft Prevention, Employee Training
Education
University of North Texas 2004 — 2007
Texas Secondary Education Teaching Certificate, Secondary Education and Teaching, 3.22
University of Arkansas at Little Rock
Bachelor’s Degree, History and Political Science, 3.05
Isaac Mavashev Isaac Mavashev's Oppenheimer & Co. Inc. Experience October 2012 - January 2013
Job Finance and Accounting Manager at Agile Education Marketing
Industry Financial Services
Experience
Agile Education Marketing July 2014 - Present
Dish Network January 2013 - July 2014
Oppenheimer & Co. Inc. October 2012 - January 2013
First Investors Financial Services February 2012 - July 2012
University of Colorado May 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Financial Analysis, Social Media, HTML, Public Speaking, Access, Leadership, Research, Team Leadership, Photoshop, Marketing, Sales, Financial Modeling, Project Management, Team Building, Strategic Planning
Education
University of Colorado at Denver 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Colorado Denver 2008 — 2012
BS in Finance , Finance and Financial Management Services
Agile Education Marketing July 2014 - Present
Dish Network January 2013 - July 2014
Oppenheimer & Co. Inc. October 2012 - January 2013
First Investors Financial Services February 2012 - July 2012
University of Colorado May 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Financial Analysis, Social Media, HTML, Public Speaking, Access, Leadership, Research, Team Leadership, Photoshop, Marketing, Sales, Financial Modeling, Project Management, Team Building, Strategic Planning
Education
University of Colorado at Denver 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Colorado Denver 2008 — 2012
BS in Finance , Finance and Financial Management Services
Dan Kyle's Oppenheimer & Co. Inc. Experience May 1993 - Present
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 1993 - Present
McDonald and Co. Securities September 1986 - May 1993
E.I.Dupont de Nemours Inc. June 1979 - September 1986
Education
University of Louisiana at Monroe 1977 — 1979
Master of Business Administration (M.B.A.), Finance, General
University of Louisiana at Monroe 1972 — 1977
Bachelor's Degree, Chemistry
Oppenheimer & Co. Inc. May 1993 - Present
McDonald and Co. Securities September 1986 - May 1993
E.I.Dupont de Nemours Inc. June 1979 - September 1986
Education
University of Louisiana at Monroe 1977 — 1979
Master of Business Administration (M.B.A.), Finance, General
University of Louisiana at Monroe 1972 — 1977
Bachelor's Degree, Chemistry
Jordan Fox's Oppenheimer & Co. Inc. Experience June 2012 - August 2012
Job Ad Manager at SocialCode
Industry Marketing and Advertising
Experience
EY June 2013 - August 2013
Oppenheimer & Co. Inc. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking, Business Relationship..., Business Networking, Accounting, Data Analysis, Leadership, Advertising Sales, Public Speaking, Social Analytics, Marketing, Management, Advertising, Sales, Facebook, Social Media Marketing, PowerPoint, Social Media, Managerial Finance, Sports Coaching, Facebook Fan Page..., Facebook API, Facebook Marketing, Twitter API, Twitter Marketing
Education
Yeshiva University 2013 — 2014
Master of Science (M.S.), Accounting, 3.7
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.6
EY June 2013 - August 2013
Oppenheimer & Co. Inc. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking, Business Relationship..., Business Networking, Accounting, Data Analysis, Leadership, Advertising Sales, Public Speaking, Social Analytics, Marketing, Management, Advertising, Sales, Facebook, Social Media Marketing, PowerPoint, Social Media, Managerial Finance, Sports Coaching, Facebook Fan Page..., Facebook API, Facebook Marketing, Twitter API, Twitter Marketing
Education
Yeshiva University 2013 — 2014
Master of Science (M.S.), Accounting, 3.7
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.6
Jesse Espinoza Jesse Espinoza's Oppenheimer & Co. Inc. Experience August 2014 - Present
Job Technology Mergers & Acquisitions
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2014 - Present
Oppenheimer & Co. July 2013 - August 2014
Houlihan Lokey June 2011 - July 2013
Stanford Graduate School of Business January 2012 - August 2012
Luminous Capital October 2010 - May 2011
Stanford University School of Medicine January 2010 - May 2011
Genentech June 2010 - September 2010
Skills
Fluent in Spanish, Series 63, Series 79, HTML, Dreamweaver, Bloomberg, Java, C++, Microsoft Office
Education
Stanford University 2008 — 2012
B.S., Management Science & Engineering
Oppenheimer & Co. Inc. August 2014 - Present
Oppenheimer & Co. July 2013 - August 2014
Houlihan Lokey June 2011 - July 2013
Stanford Graduate School of Business January 2012 - August 2012
Luminous Capital October 2010 - May 2011
Stanford University School of Medicine January 2010 - May 2011
Genentech June 2010 - September 2010
Skills
Fluent in Spanish, Series 63, Series 79, HTML, Dreamweaver, Bloomberg, Java, C++, Microsoft Office
Education
Stanford University 2008 — 2012
B.S., Management Science & Engineering
Robert Thackston Robert Thackston's Oppenheimer & Co. Inc. Experience 1985 - 1987
Job Senior Trader/Portfolio Manager at River Oaks Capital Corporation
Industry Investment Management
Experience
River Oaks Capital Corporation December 1999 - Present
TotSee, Inc. October 1998 - December 1999
QuoteData, Inc. November 1997 - October 1998
Shafer Securities Corporation April 1996 - October 1997
National Power Services, LLC July 1994 - February 1996
Oppenheimer & Co. Inc. 1985 - 1987
Dean Witter Reynolds Inc. 1976 - 1985
Skills
Investment Strategies, Options, ETFs, Investment Management, HTML 5, Commodity, Registered Investment..., Options Strategies, Stock Trading, Bond Markets, Commodity Risk..., Arbitrage, Fixed Annuities, Variable Annuities, Institutional..., Microsoft Certified..., Graphic Design, Graphic Animation, Alternative Investments, Trading Strategies, 401k Rollovers, Asset Allocation, IRAs, Roth IRA, Retirement Plan..., Investment Advisory, Hedging, Wealth Management..., Personal Financial..., Stock Broker, Institutional Bond..., Commodity Broker, Mortgage Loan Officer, NT 4.0 Server and..., HTML5, Financial Goals, Mutual Funds, Financial Planners, Business Development, Financial Advisory, Equity Research, High Net Worth..., Private Placements, 401k, Series 63, Series 7, Social Media Marketing
Education
The University of Texas at Austin 1966 — 1971
Finance and Financial Management Services
New York Institute of Finance
Arbitrage & Dividend Capture Strategies
C-TREC Hilton IT Academy 1997 — 1999
Microsoft Certified Professional [MCP], Microsoft Certified Systems Engineer Courses, A
River Oaks Capital Corporation December 1999 - Present
TotSee, Inc. October 1998 - December 1999
QuoteData, Inc. November 1997 - October 1998
Shafer Securities Corporation April 1996 - October 1997
National Power Services, LLC July 1994 - February 1996
Oppenheimer & Co. Inc. 1985 - 1987
Dean Witter Reynolds Inc. 1976 - 1985
Skills
Investment Strategies, Options, ETFs, Investment Management, HTML 5, Commodity, Registered Investment..., Options Strategies, Stock Trading, Bond Markets, Commodity Risk..., Arbitrage, Fixed Annuities, Variable Annuities, Institutional..., Microsoft Certified..., Graphic Design, Graphic Animation, Alternative Investments, Trading Strategies, 401k Rollovers, Asset Allocation, IRAs, Roth IRA, Retirement Plan..., Investment Advisory, Hedging, Wealth Management..., Personal Financial..., Stock Broker, Institutional Bond..., Commodity Broker, Mortgage Loan Officer, NT 4.0 Server and..., HTML5, Financial Goals, Mutual Funds, Financial Planners, Business Development, Financial Advisory, Equity Research, High Net Worth..., Private Placements, 401k, Series 63, Series 7, Social Media Marketing
Education
The University of Texas at Austin 1966 — 1971
Finance and Financial Management Services
New York Institute of Finance
Arbitrage & Dividend Capture Strategies
C-TREC Hilton IT Academy 1997 — 1999
Microsoft Certified Professional [MCP], Microsoft Certified Systems Engineer Courses, A
Brian Shiltz Brian Shiltz's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job Investment Banking Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Deloitte June 2012 - June 2014
Argopoint LLC July 2011 - April 2012
AXA Equitable May 2010 - August 2010
Skills
Financial Modeling, Data Analysis, Management Consulting, Market Research, Spanish, Economics, Financial Analysis, Research, Qualitative Research, Microsoft Office, Microsoft Excel, PowerPoint, Valuation, Social Media
Education
Tufts University 2008 — 2012
B.A., International Relations, Economics
Universitat de Barcelona 2011 — 2011
Oppenheimer & Co. Inc. July 2014 - Present
Deloitte June 2012 - June 2014
Argopoint LLC July 2011 - April 2012
AXA Equitable May 2010 - August 2010
Skills
Financial Modeling, Data Analysis, Management Consulting, Market Research, Spanish, Economics, Financial Analysis, Research, Qualitative Research, Microsoft Office, Microsoft Excel, PowerPoint, Valuation, Social Media
Education
Tufts University 2008 — 2012
B.A., International Relations, Economics
Universitat de Barcelona 2011 — 2011
John Rodstrom John Rodstrom's Oppenheimer & Co. Inc. Experience May 2013 - August 2014
Job CEO of Real Web Technologies, Inc.
Industry Capital Markets
Experience
Gainesville Enterprise Zone Development Agency (GEZDA) May 2013 - Present
Real Web Technologies, Inc. February 2006 - Present
Conrad & Scherer, LLP May 2015 - August 2015
Oppenheimer & Co. Inc. May 2013 - August 2014
Alfredo Espinosa for Gainesville City Commission, District 4 December 2012 - April 2013
CoreVPS June 2011 - 2013
The Swag Country Inn June 2007 - August 2009
Education
Stetson University College of Law 2014 — 2017
Juris Doctor (J.D.)
University of Florida 2010 — 2014
Bachelor of Science in Business Administration-Finance, Finance, General, Senior
Gainesville Enterprise Zone Development Agency (GEZDA) May 2013 - Present
Real Web Technologies, Inc. February 2006 - Present
Conrad & Scherer, LLP May 2015 - August 2015
Oppenheimer & Co. Inc. May 2013 - August 2014
Alfredo Espinosa for Gainesville City Commission, District 4 December 2012 - April 2013
CoreVPS June 2011 - 2013
The Swag Country Inn June 2007 - August 2009
Education
Stetson University College of Law 2014 — 2017
Juris Doctor (J.D.)
University of Florida 2010 — 2014
Bachelor of Science in Business Administration-Finance, Finance, General, Senior
Peter Greenberg Peter Greenberg's Oppenheimer & Co. Inc. Experience December 1999 - Present
Job Executive Director Technology at Oppenheimer & Co. Inc
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 1999 - Present
Sprint Nextel May 1997 - May 1998
Cable & Wireless Communications 1996 - 1997
Skills
Project Management, Change Management, Mergers & Acquisitions, Securities, Equities, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Portfolio Management, Bloomberg, Financial Services, Investment Banking, Wealth Management, Management
Education
University of Delaware 1988 — 1992
Bachelor of Arts (BA), History
Oppenheimer & Co. Inc. December 1999 - Present
Sprint Nextel May 1997 - May 1998
Cable & Wireless Communications 1996 - 1997
Skills
Project Management, Change Management, Mergers & Acquisitions, Securities, Equities, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Portfolio Management, Bloomberg, Financial Services, Investment Banking, Wealth Management, Management
Education
University of Delaware 1988 — 1992
Bachelor of Arts (BA), History
Bryan Luna Bryan Luna's Oppenheimer & Co. Inc. Experience May 2014 - August 2014
Job Analyst at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane June 2015 - Present
Raymond James Financial Inc. June 2014 - May 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Skills
Customer Service, Sales, Customer Satisfaction, Retail, Sales Operations, Inventory Management, Cashiering, Finance, Financial Modeling, Accounting
Education
Temple University - Fox School of Business and Management
Finance, General
Hamilton Lane June 2015 - Present
Raymond James Financial Inc. June 2014 - May 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Skills
Customer Service, Sales, Customer Satisfaction, Retail, Sales Operations, Inventory Management, Cashiering, Finance, Financial Modeling, Accounting
Education
Temple University - Fox School of Business and Management
Finance, General
Jack Newman, CFP®'s Oppenheimer & Co. Inc. Experience March 2013 - May 2015
Job CEO at Momentus Advisors
Industry Financial Services
Experience
Momentus Advisors June 2015 - Present
Oppenheimer & Co. Inc. March 2013 - May 2015
Deloitte March 2012 - February 2013
Monument Wealth Management January 2010 - February 2012
Skills
Investment Strategies, Wealth Management..., Financial Advisory, Retirement, 401(k) Rollovers, Microsoft Office,..., Retirement Savings, Business-Succession..., Deferred Compensation..., Retirement-Plan..., Multigenerational..., Securities, Insurance, Asset Allocation
Education
Georgetown University - School of Continuing Studies 2013 — 2014
Financial Planning
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Business Administration, Finance
Momentus Advisors June 2015 - Present
Oppenheimer & Co. Inc. March 2013 - May 2015
Deloitte March 2012 - February 2013
Monument Wealth Management January 2010 - February 2012
Skills
Investment Strategies, Wealth Management..., Financial Advisory, Retirement, 401(k) Rollovers, Microsoft Office,..., Retirement Savings, Business-Succession..., Deferred Compensation..., Retirement-Plan..., Multigenerational..., Securities, Insurance, Asset Allocation
Education
Georgetown University - School of Continuing Studies 2013 — 2014
Financial Planning
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Business Administration, Finance
Daniel Farrell, CPA Daniel Farrell, CPA's Oppenheimer & Co. Inc. Experience May 2014 - Present
Job Equity Research Associate at Oppenheimer & Co. Inc.
Industry Accounting
Experience
Oppenheimer & Co. Inc. May 2014 - Present
PwC August 2011 - May 2014
PricewaterhouseCoopers June 2010 - August 2010
Virginia Society of CPAs January 2009 - May 2009
Skills
Accounting, Auditing, Analysis, Accounts Payable, Assurance, PowerPoint, Finance, Internal Controls, Journal Entries, Payments, Investment Valuation, Project Management, CPA, Series 7, Series 63, Series 86, Series 87, Financial Modeling
Education
University of Utah - David Eccles School of Business 2010 — 2010
MAcc, Accounting
University of Richmond - Robins School of Business 2006 — 2010
B.S., Accounting
Universidad de Deusto 2008 — 2008
Spanish
Oppenheimer & Co. Inc. May 2014 - Present
PwC August 2011 - May 2014
PricewaterhouseCoopers June 2010 - August 2010
Virginia Society of CPAs January 2009 - May 2009
Skills
Accounting, Auditing, Analysis, Accounts Payable, Assurance, PowerPoint, Finance, Internal Controls, Journal Entries, Payments, Investment Valuation, Project Management, CPA, Series 7, Series 63, Series 86, Series 87, Financial Modeling
Education
University of Utah - David Eccles School of Business 2010 — 2010
MAcc, Accounting
University of Richmond - Robins School of Business 2006 — 2010
B.S., Accounting
Universidad de Deusto 2008 — 2008
Spanish
Kaia Blom's Oppenheimer & Co. Inc. Experience January 2015 - Present
Job University of San Diego
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
CK Interiors June 2012 - December 2014
Westchester County, NY District Attorney's Office June 2011 - August 2011
Hampton Properties June 2005 - August 2010
Education
University of San Diego 2010 — 2014
Universidad Pontificia Comillas 2012 — 2012
Oppenheimer & Co. Inc. January 2015 - Present
CK Interiors June 2012 - December 2014
Westchester County, NY District Attorney's Office June 2011 - August 2011
Hampton Properties June 2005 - August 2010
Education
University of San Diego 2010 — 2014
Universidad Pontificia Comillas 2012 — 2012
Art Lewis's Oppenheimer & Co. Inc. Experience 1998 - May 2014
Job Managing DirectorSoutheast Region at Aegis Capital
Industry Financial Services
Experience
Aegis Capital May 2014 - Present
Oppenheimer & Co. Inc. 1998 - May 2014
Oppenheimer & Co. Inc. 1998 - 2013
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Risk Management, Equities, Project Management, Financial Modeling, Asset Management, Financial Planning
Education
University of Arizona 1980 — 1984
Bachelor of Science (B.S.)
Aegis Capital May 2014 - Present
Oppenheimer & Co. Inc. 1998 - May 2014
Oppenheimer & Co. Inc. 1998 - 2013
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Risk Management, Equities, Project Management, Financial Modeling, Asset Management, Financial Planning
Education
University of Arizona 1980 — 1984
Bachelor of Science (B.S.)
Noah Kaye Noah Kaye's Oppenheimer & Co. Inc. Experience August 2015 - Present
Job
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2015 - Present
Skills
Renewable Energy, Equity Research, Energy Policy, Cleantech, Solar, Investments, Clean Energy, Solar Energy, Biofuels, Electric Vehicles, Sustainable Investing, Socially Responsible..., Value Investing, Sustainable Energy, Energy Efficiency, Start-ups, Entrepreneurship, Emerging Markets, Corporate Development, Financial Modeling, Strategy, Business Strategy, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Business
Johns Hopkins School of Advanced International Studies 2007 — 2010
MA, International Economics and Energy Policy
Yale University 1998 — 2002
BA, History
Oppenheimer & Co. Inc. August 2015 - Present
Skills
Renewable Energy, Equity Research, Energy Policy, Cleantech, Solar, Investments, Clean Energy, Solar Energy, Biofuels, Electric Vehicles, Sustainable Investing, Socially Responsible..., Value Investing, Sustainable Energy, Energy Efficiency, Start-ups, Entrepreneurship, Emerging Markets, Corporate Development, Financial Modeling, Strategy, Business Strategy, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Business
Johns Hopkins School of Advanced International Studies 2007 — 2010
MA, International Economics and Energy Policy
Yale University 1998 — 2002
BA, History
Jack Howerton Jack Howerton's Oppenheimer & Co. Inc. Experience June 2014 - Present
Job Technology M&A at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. June 2014 - Present
The Presidio Group LLC July 2013 - August 2013
RSE Ventures May 2013 - July 2013
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Public Speaking, Research, PowerPoint, Microsoft Office, Private Equity, Microsoft Excel, Venture Capital, Java, Due Diligence, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Capital IQ, LBO, DCF, Financial Advisory, Writing, Investments
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Classics
Stanford Graduate School of Business
Summer Institute for General Management
Oppenheimer & Co. Inc. June 2014 - Present
The Presidio Group LLC July 2013 - August 2013
RSE Ventures May 2013 - July 2013
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Public Speaking, Research, PowerPoint, Microsoft Office, Private Equity, Microsoft Excel, Venture Capital, Java, Due Diligence, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Capital IQ, LBO, DCF, Financial Advisory, Writing, Investments
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Classics
Stanford Graduate School of Business
Summer Institute for General Management
Shriraam Srinivasan Shriraam Srinivasan's Oppenheimer & Co. Inc. Experience November 2014 - Present
Job Director, Trading Application Development, Oppenheimer & Co. Inc.
Industry Information Technology and Services
Experience
Oppenheimer & Co. Inc. November 2014 - Present
Citi September 2013 - October 2014
Oppenheimer & Co. Inc. June 2007 - September 2013
Bear Stearns 2004 - 2007
HCL Technologies 2002 - 2004
Nextset 1998 - 2002
SICGIL January 1994 - June 1998
Skills
Java Enterprise Edition, Weblogic, Design Patterns, OOAD, UML, Enterprise Software, SDLC, Sybase, Enterprise Architecture, Spring, Distributed Systems, Java, EJB, SOA, REST, Databases, Architecture, Requirements Analysis, Oracle, Architectures, Agile Methodologies, Web Services
Education
University of Madras 1994 — 1998
Master of Computer Applications (M.C.A.), Computer Applications
University of Madras 1992 — 1994
Bachelor of Science (B.Sc.) Mathematics
Oppenheimer & Co. Inc. November 2014 - Present
Citi September 2013 - October 2014
Oppenheimer & Co. Inc. June 2007 - September 2013
Bear Stearns 2004 - 2007
HCL Technologies 2002 - 2004
Nextset 1998 - 2002
SICGIL January 1994 - June 1998
Skills
Java Enterprise Edition, Weblogic, Design Patterns, OOAD, UML, Enterprise Software, SDLC, Sybase, Enterprise Architecture, Spring, Distributed Systems, Java, EJB, SOA, REST, Databases, Architecture, Requirements Analysis, Oracle, Architectures, Agile Methodologies, Web Services
Education
University of Madras 1994 — 1998
Master of Computer Applications (M.C.A.), Computer Applications
University of Madras 1992 — 1994
Bachelor of Science (B.Sc.) Mathematics
Alessandra Randazzo's Oppenheimer & Co. Inc. Experience November 2014 - Present
Job Trader at Oppenheimer & Co. Inc.
Industry Banking
Experience
Oppenheimer & Co. Inc. November 2014 - Present
Student Managed Investment Fund at Fordham September 2014 - May 2015
Merrill Lynch May 2013 - November 2014
Quadrivio SGR January 2014 - May 2014
Skills
Series 7, Bloomberg Terminal, Works well in a team, Microsoft Office, Leadership, strong work ethic, fluent in Italian, Equity Research, Biotechnology Industry, Equity Trading, FactSet, Value Investing, excellent numerical..., Scottrade, Pharmaceutical Stocks, Thompson One, Morningstar, Microsoft Word, PowerPoint, Teamwork, Finance, Financial Analysis, Bloomberg, Investments, Series 52
Education
Fordham University 2011 — 2015
Bachelor’s Degree, Finance, Economics, and International Business (Magna Cum Laude), Major GPA: 3.95/4.0; Cumulative GPA: 3.7 / 4.0
Università Cattolica del Sacro Cuore
International Economics
Oppenheimer & Co. Inc. November 2014 - Present
Student Managed Investment Fund at Fordham September 2014 - May 2015
Merrill Lynch May 2013 - November 2014
Quadrivio SGR January 2014 - May 2014
Skills
Series 7, Bloomberg Terminal, Works well in a team, Microsoft Office, Leadership, strong work ethic, fluent in Italian, Equity Research, Biotechnology Industry, Equity Trading, FactSet, Value Investing, excellent numerical..., Scottrade, Pharmaceutical Stocks, Thompson One, Morningstar, Microsoft Word, PowerPoint, Teamwork, Finance, Financial Analysis, Bloomberg, Investments, Series 52
Education
Fordham University 2011 — 2015
Bachelor’s Degree, Finance, Economics, and International Business (Magna Cum Laude), Major GPA: 3.95/4.0; Cumulative GPA: 3.7 / 4.0
Università Cattolica del Sacro Cuore
International Economics
Anand Cherukuri's Oppenheimer & Co. Inc. Experience May 2014 - Present
Job Investment Banking Analyst Mergers & Acquisitions at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2014 - Present
Right To Play April 2014 - Present
Moelis & Company May 2012 - May 2014
Investment Banking Institute July 2011 - May 2012
LogixData June 2009 - June 2011
UBS September 2008 - May 2009
Waddell & Reed Financial Services January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Dealogic, Bloomberg Terminal, Capital IQ, Valuation, Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Accounting, Investments, Public Speaking, Microsoft Office, Analysis, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, DCF
Education
University of California, Riverside 2006 — 2010
B.S. Business Administration
University of Oxford 2010 — 2010
Diamond Bar High School 2002 — 2006
Investment Banking Institute
Oppenheimer & Co. Inc. May 2014 - Present
Right To Play April 2014 - Present
Moelis & Company May 2012 - May 2014
Investment Banking Institute July 2011 - May 2012
LogixData June 2009 - June 2011
UBS September 2008 - May 2009
Waddell & Reed Financial Services January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Dealogic, Bloomberg Terminal, Capital IQ, Valuation, Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Accounting, Investments, Public Speaking, Microsoft Office, Analysis, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, DCF
Education
University of California, Riverside 2006 — 2010
B.S. Business Administration
University of Oxford 2010 — 2010
Diamond Bar High School 2002 — 2006
Investment Banking Institute
Steven Reiman's Oppenheimer & Co. Inc. Experience May 2014 - March 2015
Job Equity Research Life Science Tools & Diagnostics at JPMorgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Oppenheimer & Co. Inc. May 2014 - March 2015
GE October 2012 - May 2014
Seekingalpha 2013 - 2013
GE July 2010 - September 2012
United Technologies June 2009 - May 2010
UConn School of Business September 2009 - January 2010
Skills
Managerial Finance, Internal Controls, Microsoft Excel, SAP, Excel, Oracle Applications, Cash Flow, Auditing, Financial Risk, Series 7, Series 63, series 86
Education
The University of Connecticut 2007 — 2010
Bachelor of Science, Business Administration; Finance
University of Connecticut 2007 — 2010
Bachelor of Science, Finance
J.P. Morgan March 2015 - Present
Oppenheimer & Co. Inc. May 2014 - March 2015
GE October 2012 - May 2014
Seekingalpha 2013 - 2013
GE July 2010 - September 2012
United Technologies June 2009 - May 2010
UConn School of Business September 2009 - January 2010
Skills
Managerial Finance, Internal Controls, Microsoft Excel, SAP, Excel, Oracle Applications, Cash Flow, Auditing, Financial Risk, Series 7, Series 63, series 86
Education
The University of Connecticut 2007 — 2010
Bachelor of Science, Business Administration; Finance
University of Connecticut 2007 — 2010
Bachelor of Science, Finance
Chloe Pinto Chloe Pinto's Oppenheimer & Co. Inc. Experience June 2013 - August 2013
Job Implementation Specialist at NFP Insurance Services, Inc.
Industry Insurance
Experience
NFP Insurance Services, Inc. August 2014 - Present
Oppenheimer & Co. Inc. June 2013 - August 2013
Skills
Bswift Interface, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor's Degree, Finance, General
NFP Insurance Services, Inc. August 2014 - Present
Oppenheimer & Co. Inc. June 2013 - August 2013
Skills
Bswift Interface, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Management, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor's Degree, Finance, General
Michael Patti's Oppenheimer & Co. Inc. Experience June 2014 - August 2014
Job Software Engineer at Lockheed Martin, Student at Johns Hopkins University
Industry
Experience
Lockheed Martin June 2015 - August 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Education
The Johns Hopkins University 2012 — 2016
Electrical Engineering and Computer Engineering
Christian Brothers Academy 2008 — 2012
High School
Lockheed Martin June 2015 - August 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Education
The Johns Hopkins University 2012 — 2016
Electrical Engineering and Computer Engineering
Christian Brothers Academy 2008 — 2012
High School
Andrew Celmer Andrew Celmer's Oppenheimer & Co. Inc. Experience September 2013 - March 2015
Job Financial Analyst at Prestwick Mortgage Group
Industry Investment Banking
Experience
Prestwick Mortgage Group March 2015 - Present
Oppenheimer & Co. Inc. September 2013 - March 2015
Oppenheimer & Co. Inc. May 2013 - September 2013
Skills
Microsoft Excel, Capital Markets, Financial Analysis, Finance, Equity Research, Microsoft Word, Leadership, Relationship Management, Customer Service, Financial Modeling
Education
The George Washington University 2010 — 2015
Bachelor's degree, Finance
Prestwick Mortgage Group March 2015 - Present
Oppenheimer & Co. Inc. September 2013 - March 2015
Oppenheimer & Co. Inc. May 2013 - September 2013
Skills
Microsoft Excel, Capital Markets, Financial Analysis, Finance, Equity Research, Microsoft Word, Leadership, Relationship Management, Customer Service, Financial Modeling
Education
The George Washington University 2010 — 2015
Bachelor's degree, Finance
Jesse Inman Jesse Inman's Oppenheimer & Co. Inc. Experience May 2014 - September 2014
Job Industrials Research Intern at GLG (Gerson Lehrman Group)
Industry
Experience
The King's College August 2012 - Present
GBW Strategies April 2015 - August 2015
GLG (Gerson Lehrman Group) April 2015 - June 2015
The Grey Lady April 2014 - October 2014
Oppenheimer & Co. Inc. May 2014 - September 2014
Urban Food Group August 2011 - August 2013
Skills
Social Media, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Research, Editing, Customer Service, Microsoft Excel, Event Planning, Leadership, Management
Education
The King's College 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General, Sophomore
The King's College August 2012 - Present
GBW Strategies April 2015 - August 2015
GLG (Gerson Lehrman Group) April 2015 - June 2015
The Grey Lady April 2014 - October 2014
Oppenheimer & Co. Inc. May 2014 - September 2014
Urban Food Group August 2011 - August 2013
Skills
Social Media, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Research, Editing, Customer Service, Microsoft Excel, Event Planning, Leadership, Management
Education
The King's College 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General, Sophomore
Carolyn Meske's Oppenheimer & Co. Inc. Experience October 2010 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2010 - Present
Bernstein Global Wealth Management September 2005 - August 2010
Atlantic Trust April 2004 - August 2005
Mellon October 2002 - March 2004
Neuberger Berman January 1991 - September 2002
Skills
Investments, Insurance, Asset Allocation, Wealth Management..., Securities, Retirement Plan..., Relationship Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1997
MBA
University of Wisconsin-Madison
BA, Communication Arts
Oppenheimer & Co. Inc. October 2010 - Present
Bernstein Global Wealth Management September 2005 - August 2010
Atlantic Trust April 2004 - August 2005
Mellon October 2002 - March 2004
Neuberger Berman January 1991 - September 2002
Skills
Investments, Insurance, Asset Allocation, Wealth Management..., Securities, Retirement Plan..., Relationship Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1997
MBA
University of Wisconsin-Madison
BA, Communication Arts
Amit Macwan's Oppenheimer & Co. Inc. Experience September 1996 - Present
Job Database Admin (Development) at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 1996 - Present
Oppenheimer & Co. September 1996 - 2014
CIBC World Markets 1998 - 2003
Skills
Sybase IQ, Sybase, Data Warehousing, Data Mining, Troubleshooting, Perl Script, Shell Scripting, Vendor Management, Database Applications, DBMS, Portfolio Management, Tax Accounting, Cost Basis Reporting, ETL, Equities, Market Data, SDLC, Electronic Trading, Enterprise Architecture, Options, Trading Systems, Business Analysis, Databases, Solaris, Equity Trading, Fixed Income, Database Design, Unix, Software Project..., Disaster Recovery, T-SQL, SQL, Capital Markets, IT Strategy, Requirements Analysis, Data Modeling, Bloomberg
Education
Sardar Patel University 1992 — 1994
MS
Sardar Patel University 1990 — 1994
Master of Science (M.S.)
Sardar Patel University 1990 — 1994
Master of Science (M.Sc.)
Oppenheimer & Co. Inc. September 1996 - Present
Oppenheimer & Co. September 1996 - 2014
CIBC World Markets 1998 - 2003
Skills
Sybase IQ, Sybase, Data Warehousing, Data Mining, Troubleshooting, Perl Script, Shell Scripting, Vendor Management, Database Applications, DBMS, Portfolio Management, Tax Accounting, Cost Basis Reporting, ETL, Equities, Market Data, SDLC, Electronic Trading, Enterprise Architecture, Options, Trading Systems, Business Analysis, Databases, Solaris, Equity Trading, Fixed Income, Database Design, Unix, Software Project..., Disaster Recovery, T-SQL, SQL, Capital Markets, IT Strategy, Requirements Analysis, Data Modeling, Bloomberg
Education
Sardar Patel University 1992 — 1994
MS
Sardar Patel University 1990 — 1994
Master of Science (M.S.)
Sardar Patel University 1990 — 1994
Master of Science (M.Sc.)
Alon Eckhaus's Oppenheimer & Co. Inc. Experience January 2007 - Present
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
RiverBing LLC January 2009 - Present
Oppenheimer & Co. Inc. January 2007 - Present
Skills
Investments, Securities, Financial Services, Wealth Management..., Fixed Income Strategies
Education
Tel Aviv University
LLM, Law
RiverBing LLC January 2009 - Present
Oppenheimer & Co. Inc. January 2007 - Present
Skills
Investments, Securities, Financial Services, Wealth Management..., Fixed Income Strategies
Education
Tel Aviv University
LLM, Law
Trevor W. Sharp's Oppenheimer & Co. Inc. Experience July 2003 - May 2015
Job Managing Director at Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management May 2015 - Present
Oppenheimer & Co. Inc. July 2003 - May 2015
Synergy Financial Management September 2001 - July 2003
Skills
Investments, Investment Strategies, Wealth Management..., Asset Allocation, Financial Advisory
Education
Seattle Pacific University - School of Business and Economics 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Freestone Capital Management May 2015 - Present
Oppenheimer & Co. Inc. July 2003 - May 2015
Synergy Financial Management September 2001 - July 2003
Skills
Investments, Investment Strategies, Wealth Management..., Asset Allocation, Financial Advisory
Education
Seattle Pacific University - School of Business and Economics 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Mitchell Everitt's Oppenheimer & Co. Inc. Experience August 2008 - Present
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2008 - Present
UBS Wealth Management June 2001 - July 2008
Education
University of Denver 1980 — 1984
BSBA, Finance, Marketing
Fox Chapel High School 1977 — 1980
Oppenheimer & Co. Inc. August 2008 - Present
UBS Wealth Management June 2001 - July 2008
Education
University of Denver 1980 — 1984
BSBA, Finance, Marketing
Fox Chapel High School 1977 — 1980
Jonathan M. Nadler's Oppenheimer & Co. Inc. Experience 1988 - Present
Job Investment Advisor at Oppenheimer & CO
Industry Investment Management
Experience
Oppenheimer & Co. Inc. 1988 - Present
Education
University of London 1968 — 1971
Bachelor's Degree, Economics
Oppenheimer & Co. Inc. 1988 - Present
Education
University of London 1968 — 1971
Bachelor's Degree, Economics
Jason Twomey's Oppenheimer & Co. Inc. Experience February 2004 - July 2008
Job Managing Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Winston Partners July 2009 - April 2011
Gamma Partners July 2008 - March 2009
Oppenheimer & Co. Inc. February 2004 - July 2008
Bank of America Securities November 2000 - February 2004
Donaldson, Lufkin & Jenrette January 1995 - November 2000
Skills
Wealth Management..., Fixed Income Strategies, Investment Strategies
Education
Skidmore College 1990 — 1994
Winston Partners July 2009 - April 2011
Gamma Partners July 2008 - March 2009
Oppenheimer & Co. Inc. February 2004 - July 2008
Bank of America Securities November 2000 - February 2004
Donaldson, Lufkin & Jenrette January 1995 - November 2000
Skills
Wealth Management..., Fixed Income Strategies, Investment Strategies
Education
Skidmore College 1990 — 1994
Dennis Comma's Oppenheimer & Co. Inc. Experience March 2007 - March 2012
Job VP IT Operations at Diligent Board Member Services
Industry Investment Banking
Experience
Diligent Corporation April 2014 - Present
Diligent Board Member Services March 2012 - Present
Oppenheimer & Co. Inc. March 2007 - March 2012
yahoo February 2000 - March 2007
Skills
Data Center, Disaster Recovery, Software Project..., SaaS, Cloud Computing, Agile Methodologies, Management, IT Operations, Enterprise Software, SDLC, Integration, Vendor Management, Enterprise Architecture, CRM
Education
University at Buffalo
Bachelor's degree, economics
Diligent Corporation April 2014 - Present
Diligent Board Member Services March 2012 - Present
Oppenheimer & Co. Inc. March 2007 - March 2012
yahoo February 2000 - March 2007
Skills
Data Center, Disaster Recovery, Software Project..., SaaS, Cloud Computing, Agile Methodologies, Management, IT Operations, Enterprise Software, SDLC, Integration, Vendor Management, Enterprise Architecture, CRM
Education
University at Buffalo
Bachelor's degree, economics
Bob Robinson's Oppenheimer & Co. Inc. Experience September 2014 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2014 - Present
BNY Mellon February 2013 - September 2014
Welton Investment Corportation December 2007 - January 2013
Quality Home Loans December 2005 - December 2007
Skills
Investments, Asset Allocation, Wealth Management..., Investment Strategies, Business Strategy, Risk Management, Tax-Efficient Strategies, Wealth-Preservation..., Business-Succession..., Financial Advisory, Financial Services, Risk Management..., Relationship Management, Multigenerational...
Education
University of California, Los Angeles
Oppenheimer & Co. Inc. September 2014 - Present
BNY Mellon February 2013 - September 2014
Welton Investment Corportation December 2007 - January 2013
Quality Home Loans December 2005 - December 2007
Skills
Investments, Asset Allocation, Wealth Management..., Investment Strategies, Business Strategy, Risk Management, Tax-Efficient Strategies, Wealth-Preservation..., Business-Succession..., Financial Advisory, Financial Services, Risk Management..., Relationship Management, Multigenerational...
Education
University of California, Los Angeles
Faben Mesfen's Oppenheimer & Co. Inc. Experience December 2007 - July 2010
Job Financial Services
Industry Financial Services
Experience
Oppenheimer Asset Management July 2010 - Present
Oppenheimer & Co. Inc. December 2007 - July 2010
Morgan Stanley September 2005 - December 2007
City of Berkeley July 2002 - September 2005
Skills
Equities, Business Development, Finance, Microsoft Excel, Management, Portfolio Management, Investments, Sales, Leadership, Financial Analysis, Outlook
Education
UC Berkeley
University of California, Berkeley
Oppenheimer Asset Management July 2010 - Present
Oppenheimer & Co. Inc. December 2007 - July 2010
Morgan Stanley September 2005 - December 2007
City of Berkeley July 2002 - September 2005
Skills
Equities, Business Development, Finance, Microsoft Excel, Management, Portfolio Management, Investments, Sales, Leadership, Financial Analysis, Outlook
Education
UC Berkeley
University of California, Berkeley
Keith Cronin's Oppenheimer & Co. Inc. Experience November 2013 - November 2014
Job Editorial Writer at RotoBaller
Industry Financial Services
Experience
RotoBaller July 2015 - Present
Oppenheimer & Co. Inc. November 2013 - November 2014
JVB Financial 2008 - November 2013
HSBC Securities October 2000 - May 2008
Skills
Structured Products, Trading, Series 7, Bonds, Bloomberg, Fixed Income, Credit, Investments, Equities, Capital Markets, Asset Management, Series 63, Securities
Education
University College Cork 1988 — 1993
Master's degree, Economics
RotoBaller July 2015 - Present
Oppenheimer & Co. Inc. November 2013 - November 2014
JVB Financial 2008 - November 2013
HSBC Securities October 2000 - May 2008
Skills
Structured Products, Trading, Series 7, Bonds, Bloomberg, Fixed Income, Credit, Investments, Equities, Capital Markets, Asset Management, Series 63, Securities
Education
University College Cork 1988 — 1993
Master's degree, Economics
Sheung Leung's Oppenheimer & Co. Inc. Experience March 2011 - Present
Job Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2011 - Present
Oppenheimer & Co. Inc. March 2008 - March 2011
CIBC World Markets February 1997 - February 2008
Skills
Trading Systems, Fixed Income, Equities, SDLC, IT Strategy, Windows, Risk Management, PMO
Education
State University of New York at Buffalo 1992 — 1996
BS, Management Information Systems
Oppenheimer & Co. Inc. March 2011 - Present
Oppenheimer & Co. Inc. March 2008 - March 2011
CIBC World Markets February 1997 - February 2008
Skills
Trading Systems, Fixed Income, Equities, SDLC, IT Strategy, Windows, Risk Management, PMO
Education
State University of New York at Buffalo 1992 — 1996
BS, Management Information Systems
Eric Strominger's Oppenheimer & Co. Inc. Experience February 2014 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2014 - Present
Maxim Group March 2010 - February 2014
MetLife Financial Services March 2009 - March 2010
Eastbrook Capital Group LLC January 1999 - March 2009
Skills
Wealth Management..., Business-Succession..., Estate Investment..., Multigenerational..., Insurance, Securities, Investment Strategies
Education
The George Washington University
Economics
Oppenheimer & Co. Inc. February 2014 - Present
Maxim Group March 2010 - February 2014
MetLife Financial Services March 2009 - March 2010
Eastbrook Capital Group LLC January 1999 - March 2009
Skills
Wealth Management..., Business-Succession..., Estate Investment..., Multigenerational..., Insurance, Securities, Investment Strategies
Education
The George Washington University
Economics
Elaine Morrison's Oppenheimer & Co. Inc. Experience October 2014 - Present
Job Client Service Associate
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2014 - Present
Jonathan Club November 2010 - December 2013
Meridian Sports Club January 2006 - October 2011
Elaine Morrison Textile Designs January 2002 - February 2003
Patricia Brandt Company May 1997 - August 2001
Education
University of California, Santa Barbara 1993 — 1995
Bachelor of Arts (B.A.), History of Art and Architecture
Long Beach Dance Conditioning
Advances in Pilates Certification
Oppenheimer & Co. Inc. October 2014 - Present
Jonathan Club November 2010 - December 2013
Meridian Sports Club January 2006 - October 2011
Elaine Morrison Textile Designs January 2002 - February 2003
Patricia Brandt Company May 1997 - August 2001
Education
University of California, Santa Barbara 1993 — 1995
Bachelor of Arts (B.A.), History of Art and Architecture
Long Beach Dance Conditioning
Advances in Pilates Certification
Rich Roedersheimer's Oppenheimer & Co. Inc. Experience January 2012 - Present
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2012 - Present
Cincinnati Playhouse in the Park July 2005 - May 2012
Protective Life June 2010 - January 2012
LPK June 2009 - March 2010
Vesi Inc. September 2005 - September 2008
Skills
401(k) Rollovers, Asset Allocation, Business-Succession..., Deffered Compensation..., Estate Investment..., Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Investments, Microsoft Office,..., Multigenerational..., Relationship Managment, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation...
Education
University of Cincinnati 2008 — 2009
MBA, Marketing
Baldwin Wallace College
Bachelor of Music, Musical Theatre, Musical Theatre
Oppenheimer & Co. Inc. January 2012 - Present
Cincinnati Playhouse in the Park July 2005 - May 2012
Protective Life June 2010 - January 2012
LPK June 2009 - March 2010
Vesi Inc. September 2005 - September 2008
Skills
401(k) Rollovers, Asset Allocation, Business-Succession..., Deffered Compensation..., Estate Investment..., Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Investments, Microsoft Office,..., Multigenerational..., Relationship Managment, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation...
Education
University of Cincinnati 2008 — 2009
MBA, Marketing
Baldwin Wallace College
Bachelor of Music, Musical Theatre, Musical Theatre
Christopher Marai's Oppenheimer & Co. Inc. Experience May 2014 - Present
Job Executive Director at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. May 2014 - Present
Wedbush Pacific Growth April 2012 - May 2014
Wedbush Pacific Growth June 2010 - April 2012
Morgan Stanley February 2006 - March 2007
Skills
Equity Research, DCF, Sensitivity Analysis, Equity Valuation, Comps, Linear Regression, Due Diligence, Investment Banking, Sell Side, Equity Trading, VBA, Bloomberg, Investments, Venture Capital, Biotechnology, Valuation, Private Equity
Education
Stony Brook University 2004 — 2010
Ph.D., Biochemistry and Structural Biology, Biophysics, Computational Biology, Applied Math
University of Toronto - University of Trinity College 2000 — 2004
B.Sc, Chemistry, Physical Chemistry
Oppenheimer & Co. Inc. May 2014 - Present
Wedbush Pacific Growth April 2012 - May 2014
Wedbush Pacific Growth June 2010 - April 2012
Morgan Stanley February 2006 - March 2007
Skills
Equity Research, DCF, Sensitivity Analysis, Equity Valuation, Comps, Linear Regression, Due Diligence, Investment Banking, Sell Side, Equity Trading, VBA, Bloomberg, Investments, Venture Capital, Biotechnology, Valuation, Private Equity
Education
Stony Brook University 2004 — 2010
Ph.D., Biochemistry and Structural Biology, Biophysics, Computational Biology, Applied Math
University of Toronto - University of Trinity College 2000 — 2004
B.Sc, Chemistry, Physical Chemistry
Robin Yenk's Oppenheimer & Co. Inc. Experience 1982 - 1983
Job President at RMJ Custom Benefit Solutions
Industry Insurance
Experience
RMJ Custom Benefit Solutions 2009 - Present
Lehman Brothers 1983 - 2008
Oppenheimer & Co. Inc. 1982 - 1983
Skills
Employee Benefits, Management, Business Strategy, New Business Development, Project Management, Financial Accounting, medicare, Entrepreneurship, Financial Forecasting, Benefits Administration, Healthcare Reimbursement, Dental Insurance, Long Term Care Insurance, Disability Insurance
Education
State University of New York College at Oswego 1977 — 1981
RMJ Custom Benefit Solutions 2009 - Present
Lehman Brothers 1983 - 2008
Oppenheimer & Co. Inc. 1982 - 1983
Skills
Employee Benefits, Management, Business Strategy, New Business Development, Project Management, Financial Accounting, medicare, Entrepreneurship, Financial Forecasting, Benefits Administration, Healthcare Reimbursement, Dental Insurance, Long Term Care Insurance, Disability Insurance
Education
State University of New York College at Oswego 1977 — 1981
Yasmin Rodriguez's Oppenheimer & Co. Inc. Experience August 2014 - August 2015
Job Service & Procurement Coordinator
Industry Information Technology and Services
Experience
Network Doctor August 2015 - Present
Oppenheimer & Co. Inc. August 2014 - August 2015
Amtrak November 2010 - June 2012
Fox Television August 2008 - April 2010
Skills
Customer Service, Marketing, Nonprofits, Market Research, Training, Project Management, Management, Marketing Strategy, Broadcast, Human Resources, CRM, Social Media, Interviews, Customer Relations, Reporting Skills, Legal Research, Litigation Support, Client Confidentiality, Planning, Organization &..., Event Planning, Leadership, Television
Education
Tulane University 2006 — 2007
Master, Social Work
Saint John's University 2001 — 2006
BS, Pre-Law/Legal Studies
Network Doctor August 2015 - Present
Oppenheimer & Co. Inc. August 2014 - August 2015
Amtrak November 2010 - June 2012
Fox Television August 2008 - April 2010
Skills
Customer Service, Marketing, Nonprofits, Market Research, Training, Project Management, Management, Marketing Strategy, Broadcast, Human Resources, CRM, Social Media, Interviews, Customer Relations, Reporting Skills, Legal Research, Litigation Support, Client Confidentiality, Planning, Organization &..., Event Planning, Leadership, Television
Education
Tulane University 2006 — 2007
Master, Social Work
Saint John's University 2001 — 2006
BS, Pre-Law/Legal Studies
Nick McQueen's Oppenheimer & Co. Inc. Experience November 2002 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. November 2002 - Present
Skills
Investments, Financial Services, Microsoft Office,..., 401(k) Rollovers, Asset Allocation, Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Strategies, Multigenerational..., Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation...
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (MBA), Finance, General
The University of Texas at Dallas 2002 — 2004
BBA, Finance
Oppenheimer & Co. Inc. November 2002 - Present
Skills
Investments, Financial Services, Microsoft Office,..., 401(k) Rollovers, Asset Allocation, Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Strategies, Multigenerational..., Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management..., Securities, Stock Due Diligence, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation...
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (MBA), Finance, General
The University of Texas at Dallas 2002 — 2004
BBA, Finance
Nat Prentice, CFA, CAP®'s Oppenheimer & Co. Inc. Experience May 2008 - June 2012
Job Member, Association of Financial Educators
Industry Financial Services
Experience
Altium Wealth Management, LLC June 2012 - Present
Oppenheimer & Co. Inc. May 2008 - June 2012
M&T Bank May 2005 - May 2008
Alex. Brown & Sons 1975 - 1999
Skills
Mutual Funds, Investment Advisory, Retirement Planning, Fixed Income, Alternative Investments, Equities, Asset Managment, Investment Management, Bonds, Valuation, Strategic Financial..., Asset Management, Financial Advisory, Capital Markets, Finance, Wealth Management..., Estate Planning, Venture Capital, Bloomberg, Life Insurance, Hedge Funds, Philanthropic Planning
Education
Trinity College-Hartford 1965 — 1969
BA, Government
St. Paul's School 1959 — 1965
Altium Wealth Management, LLC June 2012 - Present
Oppenheimer & Co. Inc. May 2008 - June 2012
M&T Bank May 2005 - May 2008
Alex. Brown & Sons 1975 - 1999
Skills
Mutual Funds, Investment Advisory, Retirement Planning, Fixed Income, Alternative Investments, Equities, Asset Managment, Investment Management, Bonds, Valuation, Strategic Financial..., Asset Management, Financial Advisory, Capital Markets, Finance, Wealth Management..., Estate Planning, Venture Capital, Bloomberg, Life Insurance, Hedge Funds, Philanthropic Planning
Education
Trinity College-Hartford 1965 — 1969
BA, Government
St. Paul's School 1959 — 1965
Tim Shocklee, Jr.'s Oppenheimer & Co. Inc. Experience February 2009 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2009 - Present
Morgan Stanley Smith Barney February 1993 - February 2009
Boeing July 1989 - October 1992
Skills
Securities, Investments, Asset Allocation, Insurance, Retirement, Estate Investment..., Risk Management..., Retirement Plan..., Wealth-Preservation...
Education
Texas Christian University 1985 — 1989
bba, finance, accounting, spanish
Texas Christian University - M.J. Neeley School of Business 1985 — 1989
BBA, Finance/accounting Spanish minor
Chaminade College Preparatory 1981 — 1985
diploma
Oppenheimer & Co. Inc. February 2009 - Present
Morgan Stanley Smith Barney February 1993 - February 2009
Boeing July 1989 - October 1992
Skills
Securities, Investments, Asset Allocation, Insurance, Retirement, Estate Investment..., Risk Management..., Retirement Plan..., Wealth-Preservation...
Education
Texas Christian University 1985 — 1989
bba, finance, accounting, spanish
Texas Christian University - M.J. Neeley School of Business 1985 — 1989
BBA, Finance/accounting Spanish minor
Chaminade College Preparatory 1981 — 1985
diploma
Sundeep Agrawal, MD's Oppenheimer & Co. Inc. Experience 2010 - Present
Job Director Healthcare Investment Banking at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. 2010 - Present
Education
The George Washington University School of Medicine and Health Sciences 2006 — 2010
M.D.
The George Washington University
B.A., Biology
Oppenheimer & Co. Inc. 2010 - Present
Education
The George Washington University School of Medicine and Health Sciences 2006 — 2010
M.D.
The George Washington University
B.A., Biology
Ravi Singh, CAMS's Oppenheimer & Co. Inc. Experience October 2014 - Present
Job Senior KYC/Onboarding Officer (AML High Risk) Broker Dealer
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2014 - Present
HSBC October 2012 - October 2014
Bank Hapoalim September 2012 - October 2012
BNP Paribas April 2011 - May 2012
Societe Generale November 2010 - March 2011
WTS Proprietary Trading February 2009 - May 2009
Merrill Lynch September 2008 - January 2009
NEW YORK STOCK EXCHANGE (SRO) May 2000 - January 2007
Precision Group April 1999 - April 2000
Skills
Trading, Fixed Income, Portfolio Management, Financial Risk, AML, Equities, Banking, Due Diligence, FINRA, USA PATRIOT Act, Bank Secrecy Act, Risk Management, Settlement, KYC, Market Risk, Capital Markets, OFAC, Financial Markets, Bloomberg, Investments, Hedge Funds, Finance, Back Office, Bonds, Securities, Financial Services, Anti Money Laundering
Education
American Management Association
New York Institute of Finance
Technical analysis
University of Greenwich
Bachelor of Science Degree, Applied Chemistry; Analytical and Statistics
Oppenheimer & Co. Inc. October 2014 - Present
HSBC October 2012 - October 2014
Bank Hapoalim September 2012 - October 2012
BNP Paribas April 2011 - May 2012
Societe Generale November 2010 - March 2011
WTS Proprietary Trading February 2009 - May 2009
Merrill Lynch September 2008 - January 2009
NEW YORK STOCK EXCHANGE (SRO) May 2000 - January 2007
Precision Group April 1999 - April 2000
Skills
Trading, Fixed Income, Portfolio Management, Financial Risk, AML, Equities, Banking, Due Diligence, FINRA, USA PATRIOT Act, Bank Secrecy Act, Risk Management, Settlement, KYC, Market Risk, Capital Markets, OFAC, Financial Markets, Bloomberg, Investments, Hedge Funds, Finance, Back Office, Bonds, Securities, Financial Services, Anti Money Laundering
Education
American Management Association
New York Institute of Finance
Technical analysis
University of Greenwich
Bachelor of Science Degree, Applied Chemistry; Analytical and Statistics
Randy Pickett's Oppenheimer & Co. Inc. Experience March 2009 - Present
Job Executive Director Investments
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2009 - Present
Stanford Group Company November 2007 - February 2009
The Bank of New York - Private Client Investment Services November 2005 - November 2007
Lockwood Financial Services, Inc. July 1996 - October 2005
Skills
Financial Advisory, Investment Strategies, Business-Succession..., Fixed Income Strategies, Multigenerational..., Estate Investment..., Wealth Management..., 401(k) Rollovers, Wealth-Preservation..., Retirement-Plan...
Education
Southern Methodist University - Cox School of Business 1986 — 1987
MBA, Investment Finance
The University of Texas at Austin 1982 — 1984
BBA, Marketing/Insurance
Oppenheimer & Co. Inc. March 2009 - Present
Stanford Group Company November 2007 - February 2009
The Bank of New York - Private Client Investment Services November 2005 - November 2007
Lockwood Financial Services, Inc. July 1996 - October 2005
Skills
Financial Advisory, Investment Strategies, Business-Succession..., Fixed Income Strategies, Multigenerational..., Estate Investment..., Wealth Management..., 401(k) Rollovers, Wealth-Preservation..., Retirement-Plan...
Education
Southern Methodist University - Cox School of Business 1986 — 1987
MBA, Investment Finance
The University of Texas at Austin 1982 — 1984
BBA, Marketing/Insurance
Karen David-Green's Oppenheimer & Co. Inc. Experience October 2005 - April 2009
Job Vice President of Investor Relations and Corporate Communications at Weatherford
Industry Oil & Energy
Experience
Weatherford June 2010 - Present
Baker Hughes June 2009 - June 2010
Oppenheimer & Co. Inc. October 2005 - April 2009
Oppenheimer 2005 - 2009
Skills
Investments, Petroleum, Mergers & Acquisitions, Marketing, Financial Modeling, Equity Research, Investor Relations, Oilfield, Risk Management, Financial Analysis, Accounting, Budgets, Corporate Communications, Valuation, Corporate Finance, Energy, Upstream, Research
Education
The University of Texas at Austin 1988 — 1990
BBA, Finance
Weatherford June 2010 - Present
Baker Hughes June 2009 - June 2010
Oppenheimer & Co. Inc. October 2005 - April 2009
Oppenheimer 2005 - 2009
Skills
Investments, Petroleum, Mergers & Acquisitions, Marketing, Financial Modeling, Equity Research, Investor Relations, Oilfield, Risk Management, Financial Analysis, Accounting, Budgets, Corporate Communications, Valuation, Corporate Finance, Energy, Upstream, Research
Education
The University of Texas at Austin 1988 — 1990
BBA, Finance
Michael Ashe's Oppenheimer & Co. Inc. Experience February 2015 - Present
Job Private Shares Group at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2015 - Present
Citigroup July 2011 - April 2014
Citigroup April 2010 - July 2011
Citigroup July 2007 - March 2010
Skills
Capital Markets, Strategy, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Equities, Investment Banking
Education
The Johns Hopkins University 2003 — 2007
BA, International Studies
Oppenheimer & Co. Inc. February 2015 - Present
Citigroup July 2011 - April 2014
Citigroup April 2010 - July 2011
Citigroup July 2007 - March 2010
Skills
Capital Markets, Strategy, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Equities, Investment Banking
Education
The Johns Hopkins University 2003 — 2007
BA, International Studies
Ryan Einig's Oppenheimer & Co. Inc. Experience October 2011 - November 2012
Job Financial Advisor, The Kleiman Wealth Management Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management November 2012 - Present
Oppenheimer & Co. Inc. October 2011 - November 2012
Morgan Stanley December 2007 - August 2011
Education
State University of New York at Stony Brook
BS in Business Management, Coursework in Finance, Economics, and Accounting
State University of New York at Albany
Massapequa High School
UBS Wealth Management November 2012 - Present
Oppenheimer & Co. Inc. October 2011 - November 2012
Morgan Stanley December 2007 - August 2011
Education
State University of New York at Stony Brook
BS in Business Management, Coursework in Finance, Economics, and Accounting
State University of New York at Albany
Massapequa High School
Kari Kirtland's Oppenheimer & Co. Inc. Experience January 1990 - 1991
Job Consultant at Kaiser Permanente, pro bono
Industry Financial Services
Experience
K4 Advisors June 2004 - Present
Kaiser Permanente July 2011 - Present
WesCorp 1994 - 2005
Credit Suisse First Boston 1991 - 1994
Oppenheimer & Co. Inc. January 1990 - 1991
Skills
Financial Institutions, Risk Management, Managerial Finance, Banking, Credit, Loans, Financial Analysis, Portfolio Management, Financial Services
Education
University of California, Los Angeles
BA
K4 Advisors June 2004 - Present
Kaiser Permanente July 2011 - Present
WesCorp 1994 - 2005
Credit Suisse First Boston 1991 - 1994
Oppenheimer & Co. Inc. January 1990 - 1991
Skills
Financial Institutions, Risk Management, Managerial Finance, Banking, Credit, Loans, Financial Analysis, Portfolio Management, Financial Services
Education
University of California, Los Angeles
BA
Eddie Ventrice's Oppenheimer & Co. Inc. Experience March 2009 - April 2015
Job BV Group, Managing Director Private Wealth Management at UBS
Industry Investment Management
Experience
UBS April 2015 - Present
Oppenheimer & Co. Inc. March 2009 - April 2015
Skills
Investments, Financial Advisory, Tax-Efficient Strategies, Multigenerational...
Education
University of Florida
Bachelor of Science (BS), Accounting
UBS April 2015 - Present
Oppenheimer & Co. Inc. March 2009 - April 2015
Skills
Investments, Financial Advisory, Tax-Efficient Strategies, Multigenerational...
Education
University of Florida
Bachelor of Science (BS), Accounting
Bashon Bowe's Oppenheimer & Co. Inc. Experience January 2014 - Present
Job AntiMoney Laundering Analyst at Oppenheimer & Co. Inc.
Industry Banking
Experience
Oppenheimer & Co. Inc. January 2014 - Present
Oppenheimer & Co. Inc. August 2010 - January 2014
JPMorgan Chase November 2006 - August 2010
Skills
Financial Risk, Risk Management, Customer Service, Microsoft Office, Anti Money Laundering, Due Diligence, Securities, Leadership, Analysis, Legal and Regulatory..., Data Analysis, Surveillance, Policies & Procedures, Mutual Funds, Data Management, Equities, Fixed Income, Reporting, Options, Series 7, Series 24, SERIES 4, SERIES 53, SERIES 55, Series 63, Financial Services, Banking
Education
State University of New York College at Brockport 2002 — 2006
Bachelor of Science, Business Administration
Oppenheimer & Co. Inc. January 2014 - Present
Oppenheimer & Co. Inc. August 2010 - January 2014
JPMorgan Chase November 2006 - August 2010
Skills
Financial Risk, Risk Management, Customer Service, Microsoft Office, Anti Money Laundering, Due Diligence, Securities, Leadership, Analysis, Legal and Regulatory..., Data Analysis, Surveillance, Policies & Procedures, Mutual Funds, Data Management, Equities, Fixed Income, Reporting, Options, Series 7, Series 24, SERIES 4, SERIES 53, SERIES 55, Series 63, Financial Services, Banking
Education
State University of New York College at Brockport 2002 — 2006
Bachelor of Science, Business Administration
Benjamin Spitz's Oppenheimer & Co. Inc. Experience August 2007 - March 2013
Job Institutional Sales at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2013 - Present
Oppenheimer & Co. Inc. August 2007 - March 2013
Skills
Series 7, Series 63
Education
Northeastern University - Graduate School of Business Administration 2008 — 2009
Finance, General
University of Rhode Island 2002 — 2007
Communications
Texas Christian University 2002 — 2003
Eaton Vance March 2013 - Present
Oppenheimer & Co. Inc. August 2007 - March 2013
Skills
Series 7, Series 63
Education
Northeastern University - Graduate School of Business Administration 2008 — 2009
Finance, General
University of Rhode Island 2002 — 2007
Communications
Texas Christian University 2002 — 2003
Jesse Frazier's Oppenheimer & Co. Inc. Experience 1996 - 1996
Job Chief Compliance Officer, Invesco Investment Advisers, LLC at Invesco
Industry Investment Management
Experience
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Invesco March 2013 - Present
Invesco Ltd. 2009 - 2013
Invesco US 2007 - 2009
Invesco US 2006 - 2007
Invesco US 2003 - 2006
Invesco US 2000 - 2003
Invesco US 1998 - 2000
Van Kampen Funds 1997 - 1998
Van Kampen Funds 1996 - 1997
Oppenheimer & Co. Inc. 1996 - 1996
Skills
Securities Regulation, Mutual Funds, Asset Managment, Series 24, Management, UCITS, AML, FINRA, Alternative Investments, Series 7, Securities, Charles River IMS, Hedge Funds, Series 63, Investment Management, ETFs, Asset Management
Education
University of Houston-Victoria 2005 — 2007
MBA, School of Business
Stephen F. Austin State University 1991 — 1996
Bachelor of Arts
Logan Trenz's Oppenheimer & Co. Inc. Experience June 2009 - Present
Job Senior Financial Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2009 - Present
Education
University of Delaware 2004 — 2008
Oppenheimer & Co. Inc. June 2009 - Present
Education
University of Delaware 2004 — 2008
Christopher Knowlton's Oppenheimer & Co. Inc. Experience January 1992 - Present
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 1992 - Present
Skills
Investments, Retirement, Financial Services, Financial Advisory, Investment Strategies, Insurance, 401(k) Rollovers, Wealth Management..., Risk Management...
Education
St Clair County Community College 1986 — 1989
Associate's degree
Walsh College
Bachelor of Business Administration, Business Finance
Oppenheimer & Co. Inc. January 1992 - Present
Skills
Investments, Retirement, Financial Services, Financial Advisory, Investment Strategies, Insurance, 401(k) Rollovers, Wealth Management..., Risk Management...
Education
St Clair County Community College 1986 — 1989
Associate's degree
Walsh College
Bachelor of Business Administration, Business Finance
Steven Jaime's Oppenheimer & Co. Inc. Experience 2008 - 2009
Job Vice PresidentInvestments
Industry Investment Management
Experience
Ladenburg Thalmann Private Client Group & Middle Institutional MktsMorgan KeeganRaymond James2011 - 2013
Assent, LLC 2009 - 2011
Oppenheimer & Co. Inc. 2008 - 2009
Merrill Lynch 2005 - 2007
Lehman Brothers 2001 - 2003
Skills
Alternative Investments, Investments, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Hedge Funds, Options, Investment Management, Asset Management, Equities, Trading, Capital Markets, Equity Trading, Hedging, Investment Banking, Valuation, Private Equity, Wealth Management, Fixed Income, Portfolio Management, Technical Analysis, Fundamental Analysis
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
Texas Tech University 1990 — 1994
BBA, Finance
Ladenburg Thalmann Private Client Group & Middle Institutional MktsMorgan KeeganRaymond James2011 - 2013
Assent, LLC 2009 - 2011
Oppenheimer & Co. Inc. 2008 - 2009
Merrill Lynch 2005 - 2007
Lehman Brothers 2001 - 2003
Skills
Alternative Investments, Investments, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Hedge Funds, Options, Investment Management, Asset Management, Equities, Trading, Capital Markets, Equity Trading, Hedging, Investment Banking, Valuation, Private Equity, Wealth Management, Fixed Income, Portfolio Management, Technical Analysis, Fundamental Analysis
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
Texas Tech University 1990 — 1994
BBA, Finance
Brandon Walker's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job Investment Banking Associate at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Wells Fargo Securities July 2012 - May 2014
Wells Fargo Securities June 2011 - August 2011
FI Consulting July 2009 - July 2010
Capital One Financial Corporation February 2008 - July 2009
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
Princeton University
A.B.
The Hotchkiss School
Oppenheimer & Co. Inc. July 2014 - Present
Wells Fargo Securities July 2012 - May 2014
Wells Fargo Securities June 2011 - August 2011
FI Consulting July 2009 - July 2010
Capital One Financial Corporation February 2008 - July 2009
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
Princeton University
A.B.
The Hotchkiss School
Jeffrey Lipton's Oppenheimer & Co. Inc. Experience June 2014 - Present
Job Managing Director Head of Municipal Research & Strategy at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. June 2014 - Present
MetLife October 2010 - June 2014
Neuberger Berman LLC February 2005 - September 2010
Weiss, Peck & Greer LLC September 2000 - January 2005
PaineWebber 1994 - 2000
Dean Witter 1984 - 1994
Skills
Portfolio Management, Investments, Fixed Income, Risk Management, Career Training &..., Municipal Research, Management, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Securities
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
Oppenheimer & Co. Inc. June 2014 - Present
MetLife October 2010 - June 2014
Neuberger Berman LLC February 2005 - September 2010
Weiss, Peck & Greer LLC September 2000 - January 2005
PaineWebber 1994 - 2000
Dean Witter 1984 - 1994
Skills
Portfolio Management, Investments, Fixed Income, Risk Management, Career Training &..., Municipal Research, Management, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Securities
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
Jane Raskin's Oppenheimer & Co. Inc. Experience March 2000 - January 2011
Job Supervisory Analyst at Evercore ISI
Industry Financial Services
Experience
Evercore ISI September 2014 - Present
Deutsche Bank May 2011 - May 2013
Oppenheimer & Co. Inc. March 2000 - January 2011
Salomon Smith Barney (Citigroup) January 1990 - March 2000
Dean Witter July 1987 - March 1991
Skills
Series 7, Equities, Securities, Financial Analysis, Risk Management, Equity Research, Valuation, FINRA, Series 63, Compliance, Research, Writing, Editing, Industry Analysis, Excel, Factset
Education
Swarthmore College
B.A., History
Evercore ISI September 2014 - Present
Deutsche Bank May 2011 - May 2013
Oppenheimer & Co. Inc. March 2000 - January 2011
Salomon Smith Barney (Citigroup) January 1990 - March 2000
Dean Witter July 1987 - March 1991
Skills
Series 7, Equities, Securities, Financial Analysis, Risk Management, Equity Research, Valuation, FINRA, Series 63, Compliance, Research, Writing, Editing, Industry Analysis, Excel, Factset
Education
Swarthmore College
B.A., History
Angelo Messina's Oppenheimer & Co. Inc. Experience January 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2014 - Present
North Shore-LIJ Health System June 2013 - Present
Hunter EMS September 2012 - June 2013
Barclays October 2008 - August 2011
Lehman Brothers 2000 - 2008
Skills
Fixed Income, Back Office, Middle Office, Prime Brokerage, Settlement, Capital Markets, Bonds, Bloomberg, Derivatives, Equities, Financial Services, Hedge Funds
Education
St. John's University 1985 — 1990
Bachelor's degree, Business Administration and Management, General
St. John's University Jamacia N.Y.
Bachelor of Science (BS), Business Administration, Management and Operations
Oppenheimer & Co. Inc. January 2014 - Present
North Shore-LIJ Health System June 2013 - Present
Hunter EMS September 2012 - June 2013
Barclays October 2008 - August 2011
Lehman Brothers 2000 - 2008
Skills
Fixed Income, Back Office, Middle Office, Prime Brokerage, Settlement, Capital Markets, Bonds, Bloomberg, Derivatives, Equities, Financial Services, Hedge Funds
Education
St. John's University 1985 — 1990
Bachelor's degree, Business Administration and Management, General
St. John's University Jamacia N.Y.
Bachelor of Science (BS), Business Administration, Management and Operations
Rachel Gold's Oppenheimer & Co. Inc. Experience 2014 - Present
Job Director at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. 2014 - Present
New York University 2011 - 2014
New York University 2010 - 2011
Leviev Boymelgreen Marquis Developers 2009 - 2010
Novis Pharmaceuticals, LLC 2006 - 2009
Skills
Sales, Recruiting, Public Speaking, Higher Education, Program Development, Student Development, Data Analysis, Talent Acquisition, Strategic Planning, Marketing, Social Networking, Training, Leadership
Education
University of Florida 2002 — 2006
Bachelor of Science (BS), Advertising and Business
Oppenheimer & Co. Inc. 2014 - Present
New York University 2011 - 2014
New York University 2010 - 2011
Leviev Boymelgreen Marquis Developers 2009 - 2010
Novis Pharmaceuticals, LLC 2006 - 2009
Skills
Sales, Recruiting, Public Speaking, Higher Education, Program Development, Student Development, Data Analysis, Talent Acquisition, Strategic Planning, Marketing, Social Networking, Training, Leadership
Education
University of Florida 2002 — 2006
Bachelor of Science (BS), Advertising and Business
john lyden's Oppenheimer & Co. Inc. Experience March 2014 - Present
Job Institutional Equity Trader at Oppenheimer
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2014 - Present
Telsey Advisory Group November 2013 - February 2014
Alliance Bernstein 2001 - 2013
TD/Waterhouse Securites July 1996 - March 1999
Skills
Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Series 7, Trading
Education
Siena College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Westlake High School 1989 — 1992
Oppenheimer & Co. Inc. March 2014 - Present
Telsey Advisory Group November 2013 - February 2014
Alliance Bernstein 2001 - 2013
TD/Waterhouse Securites July 1996 - March 1999
Skills
Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Series 7, Trading
Education
Siena College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Westlake High School 1989 — 1992
Bill Kaeli's Oppenheimer & Co. Inc. Experience March 2012 - Present
Job Director Institutional Investment Group at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2012 - Present
Merrill Lynch February 2001 - December 2011
Herzog Heine & Gedeuld September 1996 - January 2001
Education
St. Lawrence University 1990 — 1994
BA, History
Oppenheimer & Co. Inc. March 2012 - Present
Merrill Lynch February 2001 - December 2011
Herzog Heine & Gedeuld September 1996 - January 2001
Education
St. Lawrence University 1990 — 1994
BA, History
JAY LEONARD's Oppenheimer & Co. Inc. Experience May 2000 - Present
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry
Experience
Oppenheimer & Co. Inc. May 2000 - Present
Education
The George Washington University - School of Business 1978 — 1982
Oppenheimer & Co. Inc. May 2000 - Present
Education
The George Washington University - School of Business 1978 — 1982
Corine Reid's Oppenheimer & Co. Inc. Experience April 2000 - December 2005
Job Administrative Assistant
Industry Financial Services
Experience
Penske Automotive Group December 2013 - May 2015
Marsh & McLennan Companies May 2007 - May 2009
Oppenheimer & Co. Inc. April 2000 - December 2005
Education
Per Scholas 2015 — 2015
Comptia A+ & Network +
The Manhattan Institute 2008 — 2008
Medical Biller
Technical Career Institutes 1996 — 1998
Associates Degree, Office Technology
Penske Automotive Group December 2013 - May 2015
Marsh & McLennan Companies May 2007 - May 2009
Oppenheimer & Co. Inc. April 2000 - December 2005
Education
Per Scholas 2015 — 2015
Comptia A+ & Network +
The Manhattan Institute 2008 — 2008
Medical Biller
Technical Career Institutes 1996 — 1998
Associates Degree, Office Technology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS