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,
Oppenheimer & Co. Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Oppenheimer & Co. Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Oppenheimer & Co. Inc. Salaries. You can even request information on how much does Oppenheimer & Co. Inc. pay if you want to. Learn about salaries, pros and cons of working for Oppenheimer & Co. Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
738 Oppenheimer & Co. Inc. employees in database. Find out everything there's to know about Oppenheimer & Co. Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Oppenheimer & Co. Inc. Employees
Employee
Years
Job
Industry
Molly Liu Molly Liu's Oppenheimer & Co. Inc. Experience May 2013 - October 2013
Job Cofounder at Black Box Denim
Industry Financial Services
Experience
University of Pennsylvania May 2015 - Present
Black Box Denim January 2013 - Present
J.P. Morgan June 2015 - July 2015
180 Degrees Consulting July 2013 - May 2015
University of Pennsylvania April 2013 - April 2015
UBS May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - October 2013
American Legion Auxiliary July 2011 - July 2011
Skills
Microsoft Excel, Strategic Planning, Customer Service, Research, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Management, Photoshop, HTML, Analysis, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Applied Economics, Finance, Management, and Mathematics
University of Pennsylvania May 2015 - Present
Black Box Denim January 2013 - Present
J.P. Morgan June 2015 - July 2015
180 Degrees Consulting July 2013 - May 2015
University of Pennsylvania April 2013 - April 2015
UBS May 2014 - August 2014
Oppenheimer & Co. Inc. May 2013 - October 2013
American Legion Auxiliary July 2011 - July 2011
Skills
Microsoft Excel, Strategic Planning, Customer Service, Research, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Management, Photoshop, HTML, Analysis, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Applied Economics, Finance, Management, and Mathematics
Victor Quagliero Victor Quagliero's Oppenheimer & Co. Inc. Experience October 2014 - Present
Job Senior Director, Business Development Manager at Oppenheimer & Co. Inc
Industry Financial Services
Experience
Oppenheimer & Co. Inc October 2014 - Present
Pacer Financial Inc. April 2012 - September 2014
Prime Sales Solutions Inc. March 2011 - March 2012
Guggenheim Funds Distributors, Inc September 2007 - January 2011
Claymore Securities 2007 - 2011
RBC Wealth Management March 2002 - September 2007
Tucker Anthony/Sutro Co. September 1999 - March 2002
Gibraltar Securities, Inc. May 1988 - September 1999
Skills
Investments, Financial Services, Public Speaking, Management, Asset Allocation, Insurance, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Microsoft Office,..., Multigenerational..., Relationship Management, Retirement Plan..., Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Risk Management..., Estate Investment...
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Political Science
Oppenheimer & Co. Inc October 2014 - Present
Pacer Financial Inc. April 2012 - September 2014
Prime Sales Solutions Inc. March 2011 - March 2012
Guggenheim Funds Distributors, Inc September 2007 - January 2011
Claymore Securities 2007 - 2011
RBC Wealth Management March 2002 - September 2007
Tucker Anthony/Sutro Co. September 1999 - March 2002
Gibraltar Securities, Inc. May 1988 - September 1999
Skills
Investments, Financial Services, Public Speaking, Management, Asset Allocation, Insurance, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Microsoft Office,..., Multigenerational..., Relationship Management, Retirement Plan..., Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Risk Management..., Estate Investment...
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Political Science
Marilyn J. Freedman Marilyn J. Freedman's Oppenheimer & Co. Inc. Experience April 2005 - February 2012
Job Realtor Coldwell Banker Westwood & Commercial Broker CBC Worldwide
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage & Coldwell Banker Commercial Worldwide March 2013 - Present
Westwood Historical Society March 2013 - Present
Town of Westwood Historical Commission March 2013 - Present
Quincy Cass Associates, Inc February 2012 - November 2012
Oppenheimer & Co., Inc April 2005 - February 2012
Legg Mason Wood Walker, Inc March 2001 - April 2005
Edward Jones October 1996 - March 2001
Bear Stearns 1983 - 1988
The Collegian 1977 - 1979
Skills
1031 Exchanges, Commercial Real Estate, Portfolio Management, Real Estate, Alternative Investments, Financial Analysis, Investment Properties, Wealth Management, Buyer Representation, First Time Home Buyers, Real Estate Transactions, Real Estate Economics, MA Real Estate Brokers..., Exceptional Client..., Listing and Selling, Investment Property, Lease Negotiations, Investment Advisory, Cash Flow Analysis, Sales
Education
Suffolk University, Graduate School of Management 1983 — 1985
M.B.A, Finance and Marketing
Turners Falls High School 1971 — 1975
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Coldwell Banker Residential Brokerage & Coldwell Banker Commercial Worldwide March 2013 - Present
Westwood Historical Society March 2013 - Present
Town of Westwood Historical Commission March 2013 - Present
Quincy Cass Associates, Inc February 2012 - November 2012
Oppenheimer & Co., Inc April 2005 - February 2012
Legg Mason Wood Walker, Inc March 2001 - April 2005
Edward Jones October 1996 - March 2001
Bear Stearns 1983 - 1988
The Collegian 1977 - 1979
Skills
1031 Exchanges, Commercial Real Estate, Portfolio Management, Real Estate, Alternative Investments, Financial Analysis, Investment Properties, Wealth Management, Buyer Representation, First Time Home Buyers, Real Estate Transactions, Real Estate Economics, MA Real Estate Brokers..., Exceptional Client..., Listing and Selling, Investment Property, Lease Negotiations, Investment Advisory, Cash Flow Analysis, Sales
Education
Suffolk University, Graduate School of Management 1983 — 1985
M.B.A, Finance and Marketing
Turners Falls High School 1971 — 1975
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
John Rudolf's Oppenheimer & Co. Inc. Experience January 1989 - June 1996
Job Founder, President and Portfolio Manager
Industry Financial Services
Experience
Glacier Peak Capital July 2012 - Present
Detrex Corporation 2012 - Present
Summit Capital Group, LLC April 1996 - July 2012
Oppenheimer & Co. Inc. January 1989 - June 1996
Skills
Strategic Planning, Leadership, Investments, Management, Public Speaking, Financial Analysis, Asset Management, Mergers & Acquisitions, Alternative Investments, Valuation, Finance, Fundraising, Equities, Nonprofits, Team Building, Hedge Funds, Entrepreneurship
Education
Columbia University Graduate School
University of Notre Dame
Glacier Peak Capital July 2012 - Present
Detrex Corporation 2012 - Present
Summit Capital Group, LLC April 1996 - July 2012
Oppenheimer & Co. Inc. January 1989 - June 1996
Skills
Strategic Planning, Leadership, Investments, Management, Public Speaking, Financial Analysis, Asset Management, Mergers & Acquisitions, Alternative Investments, Valuation, Finance, Fundraising, Equities, Nonprofits, Team Building, Hedge Funds, Entrepreneurship
Education
Columbia University Graduate School
University of Notre Dame
Greg Serrao Greg Serrao's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job Investment Banking at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
University of San Diego Microfinance Club September 2012 - May 2014
Bainbridge Capital November 2013 - March 2014
University of San Diego Investment Fund September 2013 - December 2013
UBS Financial Services, Inc June 2013 - November 2013
Wilderness Generation April 2010 - September 2012
Microfinance Investment Initiative International (Mi3) October 2009 - January 2012
Skills
Investments, Entrepreneurship, Microsoft Excel, PowerPoint, Valuation, Portfolio Management
Education
University of San Diego 2010 — 2014
Bachelor of Arts (B.A.), Major: International Relations and Affairs, Minor: Finance, Minor: Spanish, 3.82
University of Havana 2012 — 2013
Study Abroad
Oppenheimer & Co. Inc. July 2014 - Present
University of San Diego Microfinance Club September 2012 - May 2014
Bainbridge Capital November 2013 - March 2014
University of San Diego Investment Fund September 2013 - December 2013
UBS Financial Services, Inc June 2013 - November 2013
Wilderness Generation April 2010 - September 2012
Microfinance Investment Initiative International (Mi3) October 2009 - January 2012
Skills
Investments, Entrepreneurship, Microsoft Excel, PowerPoint, Valuation, Portfolio Management
Education
University of San Diego 2010 — 2014
Bachelor of Arts (B.A.), Major: International Relations and Affairs, Minor: Finance, Minor: Spanish, 3.82
University of Havana 2012 — 2013
Study Abroad
Eric Risley Eric Risley's Oppenheimer & Co. Inc. Experience 1987 - 1998
Job Managing Partner at Architect Partners Driving Premium Value M&A
Industry Investment Banking
Experience
Architect Partners LLC 2010 - Present
Rutberg & Company LLC 2006 - 2009
GKM / Osprey Ventures 2006 - 2006
Banc of America Securities LLC 2000 - 2005
CIBC World Markets 1998 - 2000
Oppenheimer & Co., Inc. 1987 - 1998
Skills
Mergers, Business Strategy, Digital Media, Finance, Negotiation, Mobile Devices, Positioning, Capital Structure, Software, Venture Capital, Corporate Development, Private Equity, Start-ups, Mergers & Acquisitions, Investment Banking, Entrepreneurship
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration, Finance
Architect Partners LLC 2010 - Present
Rutberg & Company LLC 2006 - 2009
GKM / Osprey Ventures 2006 - 2006
Banc of America Securities LLC 2000 - 2005
CIBC World Markets 1998 - 2000
Oppenheimer & Co., Inc. 1987 - 1998
Skills
Mergers, Business Strategy, Digital Media, Finance, Negotiation, Mobile Devices, Positioning, Capital Structure, Software, Venture Capital, Corporate Development, Private Equity, Start-ups, Mergers & Acquisitions, Investment Banking, Entrepreneurship
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration, Finance
Gregory Augustine's Oppenheimer & Co. Inc. Experience October 2011 - Present
Job Associate Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. INC October 2011 - Present
Prudential Financial September 1991 - October 2011
Skills
Wealth Managemant..., Wealth-Preservation..., Risk Management..., Retirement, Insurance, Investments
Education
Cleveland State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Oppenheimer & Co. INC October 2011 - Present
Prudential Financial September 1991 - October 2011
Skills
Wealth Managemant..., Wealth-Preservation..., Risk Management..., Retirement, Insurance, Investments
Education
Cleveland State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Josh Scherman Josh Scherman's Oppenheimer & Co. Inc. Experience April 2006 - April 2009
Job VP Business Development and Partnerships at inDinero
Industry Internet
Experience
inDinero May 2015 - Present
Constant Contact September 2011 - April 2015
United Nations Population Fund - 7 Billion Actions Initiative June 2011 - September 2011
Postling.com (Acquired by LocalVox Media) January 2010 - June 2011
AlwaysOn April 2009 - January 2010
Oppenheimer & Co., Inc. April 2006 - April 2009
Morgan Stanley September 2005 - April 2006
CIBC World Markets June 2004 - September 2005
Skills
Strategic Partnerships, Start-ups, Strategy, Business Development, Management, Entrepreneurship, Marketing, Online Marketing, Sales, Marketing Strategy, Social Media, Strategic Planning, Enterprise Software, New Business Development, SaaS, Product Management, Social Media Marketing
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
BABS, Finance
inDinero May 2015 - Present
Constant Contact September 2011 - April 2015
United Nations Population Fund - 7 Billion Actions Initiative June 2011 - September 2011
Postling.com (Acquired by LocalVox Media) January 2010 - June 2011
AlwaysOn April 2009 - January 2010
Oppenheimer & Co., Inc. April 2006 - April 2009
Morgan Stanley September 2005 - April 2006
CIBC World Markets June 2004 - September 2005
Skills
Strategic Partnerships, Start-ups, Strategy, Business Development, Management, Entrepreneurship, Marketing, Online Marketing, Sales, Marketing Strategy, Social Media, Strategic Planning, Enterprise Software, New Business Development, SaaS, Product Management, Social Media Marketing
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
BABS, Finance
Steve Harchick Steve Harchick's Oppenheimer & Co. Inc. Experience January 1996 - Present
Job Senior DirectorInvestments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 1996 - Present
Education
University of Michigan
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Oppenheimer & Co. Inc. January 1996 - Present
Education
University of Michigan
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Andrew Rotz Andrew Rotz's Oppenheimer & Co. Inc. Experience July 2014 - Present
Job at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Oppenheimer & Co. October 2012 - Present
Oppenheimer & Co. July 2011 - October 2012
Roatan Construction Co. May 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.S, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Carolina Leadership Academy: University of North Carolina at Chapel Hill
Oppenheimer & Co. Inc. July 2014 - Present
Oppenheimer & Co. October 2012 - Present
Oppenheimer & Co. July 2011 - October 2012
Roatan Construction Co. May 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.S, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Carolina Leadership Academy: University of North Carolina at Chapel Hill
Michael Miser's Oppenheimer & Co. Inc. Experience January 2007 - Present
Job Associate Director Investments
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2007 - Present
Skills
Investment Strategies, Wealth Management..., 401(k) Rollovers
Education
University of Minnesota-Twin Cities 1986 — 1991
BA, International Relations
Oppenheimer & Co. Inc. January 2007 - Present
Skills
Investment Strategies, Wealth Management..., 401(k) Rollovers
Education
University of Minnesota-Twin Cities 1986 — 1991
BA, International Relations
Jose Levy Jose Levy's Oppenheimer & Co. Inc. Experience 1993 - 1994
Job Director
Industry Information Technology and Services
Experience
Upland Software September 2008 - Present
EPM Live September 2008 - November 2012
QuantumPM 2005 - 2008
PM Solutions / PM College 2003 - 2005
e-Strategia Consulting Group 2001 - 2003
B2B Latin America Corporate Network 1999 - 2001
EME - Hicks, Muse, Tate and Furst Latin American Fund 1997 - 1999
Newbridge Latin America Fund 1996 - 1997
Bear, Stearns & Co. Inc. 1994 - 1996
Oppenheimer & Co. Inc. 1993 - 1994
Skills
Project Server, Business Analysis, PMO, EPM, Program Management, Project Portfolio..., Software Project..., SharePoint, MS Project, Solution Architecture, SDLC, Project Management, Business Process, Business Process..., Business Intelligence, Project Planning, Process Improvement, Management Consulting, Integration, SaaS, Resource Management, Enterprise Software, PMP, Microsoft Project
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BSBE, Finance
Upland Software September 2008 - Present
EPM Live September 2008 - November 2012
QuantumPM 2005 - 2008
PM Solutions / PM College 2003 - 2005
e-Strategia Consulting Group 2001 - 2003
B2B Latin America Corporate Network 1999 - 2001
EME - Hicks, Muse, Tate and Furst Latin American Fund 1997 - 1999
Newbridge Latin America Fund 1996 - 1997
Bear, Stearns & Co. Inc. 1994 - 1996
Oppenheimer & Co. Inc. 1993 - 1994
Skills
Project Server, Business Analysis, PMO, EPM, Program Management, Project Portfolio..., Software Project..., SharePoint, MS Project, Solution Architecture, SDLC, Project Management, Business Process, Business Process..., Business Intelligence, Project Planning, Process Improvement, Management Consulting, Integration, SaaS, Resource Management, Enterprise Software, PMP, Microsoft Project
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BSBE, Finance
Brittney Amann's Oppenheimer & Co. Inc. Experience May 2008 - August 2008
Job Litigation Associate at Brown and James PC
Industry Law Practice
Experience
Brown and James PC August 2013 - Present
Brown & James, P.C. May 2011 - June 2013
Washington University in St. Louis September 2012 - May 2013
Target Sports Management May 2009 - August 2010
Washington University School of Medicine December 2008 - December 2009
Target Sports Marketing Inc May 2009 - August 2009
St. Louis County Circuit Court, Division May 2009 - August 2009
Oppenheimer & Co., Inc May 2008 - August 2008
Skills
Legal Writing, Appeals, Courts, Public Speaking, Research, Nonprofits, Civil Litigation, Hearings, Trials, Legal Research, Litigation, Westlaw, Microsoft Office, Mediation
Education
Washington University in St. Louis School of Law 2010 — 2013
J.D., Law
Emory University 2006 — 2010
Bachelor of Business Administration (BBA), Organization and Management
Emory University - Goizueta Business School 2006 — 2010
BBA, Organization and Managment, International Studies
Brown and James PC August 2013 - Present
Brown & James, P.C. May 2011 - June 2013
Washington University in St. Louis September 2012 - May 2013
Target Sports Management May 2009 - August 2010
Washington University School of Medicine December 2008 - December 2009
Target Sports Marketing Inc May 2009 - August 2009
St. Louis County Circuit Court, Division May 2009 - August 2009
Oppenheimer & Co., Inc May 2008 - August 2008
Skills
Legal Writing, Appeals, Courts, Public Speaking, Research, Nonprofits, Civil Litigation, Hearings, Trials, Legal Research, Litigation, Westlaw, Microsoft Office, Mediation
Education
Washington University in St. Louis School of Law 2010 — 2013
J.D., Law
Emory University 2006 — 2010
Bachelor of Business Administration (BBA), Organization and Management
Emory University - Goizueta Business School 2006 — 2010
BBA, Organization and Managment, International Studies
Aditi Shroff Aditi Shroff's Oppenheimer & Co. Inc. Experience July 2015 - Present
Job Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Higher Education
Experience
Oppenheimer & Co. Inc. July 2015 - Present
University of Pennsylvania - The Wharton School September 2011 - May 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Cova Capital Partners, LLC July 2013 - August 2013
Amarchand Mangaldas July 2012 - August 2012
Kotak Mahindra Bank June 2012 - July 2012
Skills
Research, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Finance, Analysis, Spanish, Market Research
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science in Economics, Finance, Operations and Information Management, Computer Science
Paul D. Schreiber High School 2007 — 2011
Oppenheimer & Co. Inc. July 2015 - Present
University of Pennsylvania - The Wharton School September 2011 - May 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Cova Capital Partners, LLC July 2013 - August 2013
Amarchand Mangaldas July 2012 - August 2012
Kotak Mahindra Bank June 2012 - July 2012
Skills
Research, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Finance, Analysis, Spanish, Market Research
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science in Economics, Finance, Operations and Information Management, Computer Science
Paul D. Schreiber High School 2007 — 2011
Elliot Wilbur Elliot Wilbur's Oppenheimer & Co. Inc. Experience January 1993 - January 1998
Job Senior Research Analyst Specialty Pharmaceuticals
Industry Investment Banking
Experience
Needham & Company LLC July 2008 - March 2015
CIBC World Markets January 2001 - March 2008
CIBC World Markets January 1998 - January 2001
Oppenheimer & Co., Inc January 1993 - January 1998
William O'Neil & Co., Inc January 1991 - January 1993
Skills
Equity Research, Investment Banking, Valuation, Equities, Capital Markets, Equity Valuation, DCF, Hedge Funds, Financial Modeling, Bloomberg, Private Equity, Equity Capital Markets, Corporate Finance, Due Diligence, Stock Picking, M&A experience, Investments, Financial Analysis, Mergers, Strategy
Education
The Anderson School at UCLA 1995 — 1998
Master of Business Administration, Finance
Robert Morris College 1986 — 1990
Bachelor of Science, Business Administration; Finance
Needham & Company LLC July 2008 - March 2015
CIBC World Markets January 2001 - March 2008
CIBC World Markets January 1998 - January 2001
Oppenheimer & Co., Inc January 1993 - January 1998
William O'Neil & Co., Inc January 1991 - January 1993
Skills
Equity Research, Investment Banking, Valuation, Equities, Capital Markets, Equity Valuation, DCF, Hedge Funds, Financial Modeling, Bloomberg, Private Equity, Equity Capital Markets, Corporate Finance, Due Diligence, Stock Picking, M&A experience, Investments, Financial Analysis, Mergers, Strategy
Education
The Anderson School at UCLA 1995 — 1998
Master of Business Administration, Finance
Robert Morris College 1986 — 1990
Bachelor of Science, Business Administration; Finance
Shawn Xiao Shawn Xiao's Oppenheimer & Co. Inc. Experience July 2014 - July 2015
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Oppenheimer & Co. Inc. July 2014 - July 2015
Wells Fargo June 2013 - August 2013
China Asset Management July 2012 - August 2012
Deloitte June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Data Analysis, Financial Analysis, Financial Modeling, HTML, Customer Service, Java, Economics, Event Planning, Corporate Finance, Market Research, Social Networking, Mergers & Acquisitions, Investment Banking, Valuation
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, 3.9
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Towson High School 2006 — 2010
Morgan Stanley August 2015 - Present
Oppenheimer & Co. Inc. July 2014 - July 2015
Wells Fargo June 2013 - August 2013
China Asset Management July 2012 - August 2012
Deloitte June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Data Analysis, Financial Analysis, Financial Modeling, HTML, Customer Service, Java, Economics, Event Planning, Corporate Finance, Market Research, Social Networking, Mergers & Acquisitions, Investment Banking, Valuation
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, 3.9
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Towson High School 2006 — 2010
Gabriela Pallicer Gabriela Pallicer's Oppenheimer & Co. Inc. Experience June 2015 - August 2015
Job Office Assistant, Finance Department at University of Miami, School of Business Administration
Industry Financial Services
Experience
University of Miami, School of Business Administration August 2015 - Present
Leading & Learning January 2015 - Present
Oppenheimer & Co. Inc. June 2015 - August 2015
Glovista Investments LLC June 2014 - July 2014
Trapp Bookkeeping July 2013 - August 2013
Oak Knoll School April 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Typing, Public Speaking, Team Leadership, Spanish-speaking, Research, Facebook, Event Planning
Education
University of Miami - School of Business 2012 — 2016
Bachelor's Degree, Finance, General
Oak Knoll School of the Holy Child 2008 — 2012
HIgh School Diploma
University of Miami, School of Business Administration August 2015 - Present
Leading & Learning January 2015 - Present
Oppenheimer & Co. Inc. June 2015 - August 2015
Glovista Investments LLC June 2014 - July 2014
Trapp Bookkeeping July 2013 - August 2013
Oak Knoll School April 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Typing, Public Speaking, Team Leadership, Spanish-speaking, Research, Facebook, Event Planning
Education
University of Miami - School of Business 2012 — 2016
Bachelor's Degree, Finance, General
Oak Knoll School of the Holy Child 2008 — 2012
HIgh School Diploma
Laura Krelle Laura Krelle's Oppenheimer & Co. Inc. Experience 1991 - 1993
Job Human Resources and Office Management Professional
Industry Financial Services
Experience
DiMeo Schneider & Associates May 1995 - June 2012
Kidder Peabody & Co., Inc./PaineWebber 1994 - 1995
Oppenheimer & Co., Inc 1991 - 1993
Skills
Benefits Administration, Office Relocation, Vendor Management, Training New Employees, Purchasing, Payroll, Accounts Payable, Accounts Receivable, Event Planning, Telecommunications, HR Policies, Records Management, SEC compliance, Facilities Management, Office Administration, Team Building, Accounting, Human Resources, New Hire Training
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts, Major: English; Minor: Psychology
Streamwood High School 1983 — 1986
High School Diploma
Hoffman Estates High School 1982 — 1983
DiMeo Schneider & Associates May 1995 - June 2012
Kidder Peabody & Co., Inc./PaineWebber 1994 - 1995
Oppenheimer & Co., Inc 1991 - 1993
Skills
Benefits Administration, Office Relocation, Vendor Management, Training New Employees, Purchasing, Payroll, Accounts Payable, Accounts Receivable, Event Planning, Telecommunications, HR Policies, Records Management, SEC compliance, Facilities Management, Office Administration, Team Building, Accounting, Human Resources, New Hire Training
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts, Major: English; Minor: Psychology
Streamwood High School 1983 — 1986
High School Diploma
Hoffman Estates High School 1982 — 1983
Katrina Wright Katrina Wright's Oppenheimer & Co. Inc. Experience June 2008 - June 2010
Job Vice President at Ferguson Partners
Industry Commercial Real Estate
Experience
Ferguson Partners July 2013 - Present
RSR Partners January 2012 - May 2013
RSR Partners June 2010 - December 2011
Oppenheimer Asset Management June 2009 - June 2010
Oppenheimer & Co. Inc June 2008 - June 2010
Oppenheimer & Co. June 2008 - June 2009
Skills
Executive Search, Recruiting, Financial Recruiting, Management Consulting, New Business Development, PowerPoint, Microsoft Office, Microsoft Excel, Excel, Word, Outlook, Real Estate Development, Real Estate, Commercial Real Estate, Hospitality, REIT, Real Estate Investment..., Financial Analysis
Education
University of California, Santa Barbara 2004 — 2008
BA, Business Economics
Ferguson Partners July 2013 - Present
RSR Partners January 2012 - May 2013
RSR Partners June 2010 - December 2011
Oppenheimer Asset Management June 2009 - June 2010
Oppenheimer & Co. Inc June 2008 - June 2010
Oppenheimer & Co. June 2008 - June 2009
Skills
Executive Search, Recruiting, Financial Recruiting, Management Consulting, New Business Development, PowerPoint, Microsoft Office, Microsoft Excel, Excel, Word, Outlook, Real Estate Development, Real Estate, Commercial Real Estate, Hospitality, REIT, Real Estate Investment..., Financial Analysis
Education
University of California, Santa Barbara 2004 — 2008
BA, Business Economics
Dan Wachtel's Oppenheimer & Co. Inc. Experience November 2006 - August 2008
Job Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch March 2014 - Present
Harbour Capital Partners November 2011 - Present
Morgan Stanley Investment Management February 2013 - November 2014
GR&R Deep Value Fund October 2008 - October 2009
Wynston Hill Capital, LLC October 2008 - October 2009
Oppenheimer & Co. Inc. November 2006 - August 2008
Bear Stearns Asset Management August 2005 - January 2006
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Finance, Private Equity, Hedge Funds, Mutual Funds, Financial Modeling, Risk Management, Start-ups, Value Investing, Sales, Venture Capital, Valuation, Asset Management, Investment Banking, Alternative Investments, Investment Strategies, Equity Research, Financial Analysis, Fixed Income, Retirement Planning, Strategic Financial..., Strategic Planning, Investment Management, Financial Planning, Financial Advisory, Funding
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Executive Education (Expected), Wharton Executive Education
William Paterson University of New Jersey- Christos M. Cotsakos College of Business 2005 — 2008
Bachelor of Science (BS), Finance
Saint Augustine Prep 1998 — 2002
Merrill Lynch March 2014 - Present
Harbour Capital Partners November 2011 - Present
Morgan Stanley Investment Management February 2013 - November 2014
GR&R Deep Value Fund October 2008 - October 2009
Wynston Hill Capital, LLC October 2008 - October 2009
Oppenheimer & Co. Inc. November 2006 - August 2008
Bear Stearns Asset Management August 2005 - January 2006
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Finance, Private Equity, Hedge Funds, Mutual Funds, Financial Modeling, Risk Management, Start-ups, Value Investing, Sales, Venture Capital, Valuation, Asset Management, Investment Banking, Alternative Investments, Investment Strategies, Equity Research, Financial Analysis, Fixed Income, Retirement Planning, Strategic Financial..., Strategic Planning, Investment Management, Financial Planning, Financial Advisory, Funding
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Executive Education (Expected), Wharton Executive Education
William Paterson University of New Jersey- Christos M. Cotsakos College of Business 2005 — 2008
Bachelor of Science (BS), Finance
Saint Augustine Prep 1998 — 2002
Tonya D. Lewis Tonya D. Lewis's Oppenheimer & Co. Inc. Experience August 1993 - October 2008
Job CRE Analyst at Amegy Bank
Industry Financial Services
Experience
Amegy Bank January 2012 - Present
S&L Real Estate Investment Co. November 2008 - November 2012
Lew's Lounge "Cafe, Bar & Live Entertainment" January 2006 - June 2012
CreditSweep May 2003 - 2010
Oppenheimer & Co., Inc. August 1993 - October 2008
AutoSearch - Automobile Locators June 1994 - August 2003
Skills
Budgets, Credit, Customer Service, Real Estate, Software Documentation, Account Reconciliation, Microsoft Excel, QuickBooks, Accounting, Data Entry, Office Management, Management, Team Building, Tax Preparation, Marketing, Sales, Sales Tax, Loans, Strategic Planning, Analysis, Leadership, Turbo Tax, Finance, Social Networking, Small Business, Event Planning, Insurance, Investments, Public Speaking, Mortgage Lending, Business Planning, Microsoft Word, Microsoft Office, Advertising, Proficient in Microsoft..., Outlook, Research, PowerPoint, Knowledge of DO,LP,DU,..., AS400, CRM Tool, LMA,..., Knowledge of FHA, VA,..., Knowledge f HUD-1, GFE,..., Typing 65 WPM, Turbotax, Management, Payroll,..., Transcribe Dictation, Taxwise, Credit Lead
Education
Champion School Of Real Estate
Certificate of Achievement (NMLS# 893008), Residential Mortgage Loan Originator (RMLO)
San Jacinto College
Business Administration
Amegy Bank January 2012 - Present
S&L Real Estate Investment Co. November 2008 - November 2012
Lew's Lounge "Cafe, Bar & Live Entertainment" January 2006 - June 2012
CreditSweep May 2003 - 2010
Oppenheimer & Co., Inc. August 1993 - October 2008
AutoSearch - Automobile Locators June 1994 - August 2003
Skills
Budgets, Credit, Customer Service, Real Estate, Software Documentation, Account Reconciliation, Microsoft Excel, QuickBooks, Accounting, Data Entry, Office Management, Management, Team Building, Tax Preparation, Marketing, Sales, Sales Tax, Loans, Strategic Planning, Analysis, Leadership, Turbo Tax, Finance, Social Networking, Small Business, Event Planning, Insurance, Investments, Public Speaking, Mortgage Lending, Business Planning, Microsoft Word, Microsoft Office, Advertising, Proficient in Microsoft..., Outlook, Research, PowerPoint, Knowledge of DO,LP,DU,..., AS400, CRM Tool, LMA,..., Knowledge of FHA, VA,..., Knowledge f HUD-1, GFE,..., Typing 65 WPM, Turbotax, Management, Payroll,..., Transcribe Dictation, Taxwise, Credit Lead
Education
Champion School Of Real Estate
Certificate of Achievement (NMLS# 893008), Residential Mortgage Loan Originator (RMLO)
San Jacinto College
Business Administration
Mark Denay Mark Denay's Oppenheimer & Co. Inc. Experience November 1996 - August 2005
Job Financial Services Professional
Industry Financial Services
Experience
AHP Financial Services December 2011 - January 2013
AHP Financial Services November 2006 - December 2011
LaSalle Financial Services September 2005 - October 2006
Oppenheimer & Co., Inc. November 1996 - August 2005
The Franklin Life Insurance Company January 1994 - November 1996
Prudential Financial Services July 1987 - December 1993
Kirtland Community College January 1985 - June 1987
Skills
Public Speaking
Education
St. John Provincial Seminary 1980 — 1984
M.Div, 3.8
Aquinas College
B.A., Sociology
Central Michigan University
M.A., Counselor Education/School Counseling and Guidance Services
The University of Michigan
Ph.D. Cand., Administration of Colleges and Universities, 3.75
AHP Financial Services December 2011 - January 2013
AHP Financial Services November 2006 - December 2011
LaSalle Financial Services September 2005 - October 2006
Oppenheimer & Co., Inc. November 1996 - August 2005
The Franklin Life Insurance Company January 1994 - November 1996
Prudential Financial Services July 1987 - December 1993
Kirtland Community College January 1985 - June 1987
Skills
Public Speaking
Education
St. John Provincial Seminary 1980 — 1984
M.Div, 3.8
Aquinas College
B.A., Sociology
Central Michigan University
M.A., Counselor Education/School Counseling and Guidance Services
The University of Michigan
Ph.D. Cand., Administration of Colleges and Universities, 3.75
Adam Duff's Oppenheimer & Co. Inc. Experience June 2009 - August 2009
Job MLB Fan Cave Administrator at Major League Baseball
Industry Marketing and Advertising
Experience
Major League Baseball March 2014 - February 2015
Major League Baseball July 2012 - March 2014
Major League Baseball February 2012 - July 2012
Excalibur Sports Group December 2011 - January 2012
Generation Z Marketing June 2011 - January 2012
Gary Duff Designs January 2007 - January 2012
Designer Advantage June 2010 - August 2010
Oppenheimer & Co., Inc June 2009 - August 2009
Professional Group Plans Insurance Company June 2008 - August 2008
Gary Duff Designs June 2001 - August 2005
Education
Boston College 2007 — 2011
BS, Finance, Accounting, and Economics
Boston College
Carroll School of Management, Class of 2011
Carroll School, Finance, Accounting, and Economics; Management
Major League Baseball March 2014 - February 2015
Major League Baseball July 2012 - March 2014
Major League Baseball February 2012 - July 2012
Excalibur Sports Group December 2011 - January 2012
Generation Z Marketing June 2011 - January 2012
Gary Duff Designs January 2007 - January 2012
Designer Advantage June 2010 - August 2010
Oppenheimer & Co., Inc June 2009 - August 2009
Professional Group Plans Insurance Company June 2008 - August 2008
Gary Duff Designs June 2001 - August 2005
Education
Boston College 2007 — 2011
BS, Finance, Accounting, and Economics
Boston College
Carroll School of Management, Class of 2011
Carroll School, Finance, Accounting, and Economics; Management
Tanner Robinson, CFP®'s Oppenheimer & Co. Inc. Experience October 2009 - Present
Job Director Investments, Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2009 - Present
Merrill Lynch January 2006 - October 2009
Battle & Associates May 2004 - December 2005
Skills
Investments, Asset Allocation, Investment Strategies, Risk Management..., Retirement, Estate Investment..., Deferred Compensation..., Financial Advisory, Retirement-Plan..., Multigenerational..., Wealth Management...
Education
University of North Carolina at Chapel Hill 2000 — 2004
BS, Business Administration and Management, General
University of New South Wales 2002 — 2002
Forsyth Country Day School 1994 — 2000
Oppenheimer & Co. Inc. October 2009 - Present
Merrill Lynch January 2006 - October 2009
Battle & Associates May 2004 - December 2005
Skills
Investments, Asset Allocation, Investment Strategies, Risk Management..., Retirement, Estate Investment..., Deferred Compensation..., Financial Advisory, Retirement-Plan..., Multigenerational..., Wealth Management...
Education
University of North Carolina at Chapel Hill 2000 — 2004
BS, Business Administration and Management, General
University of New South Wales 2002 — 2002
Forsyth Country Day School 1994 — 2000
Stephanie Noordyke Stephanie Noordyke's Oppenheimer & Co. Inc. Experience August 2007 - April 2009
Job Childcare Professional
Industry Primary/Secondary Education
Experience
University of Illinois at Chicago January 2011 - May 2012
Oppenheimer & Co., Inc. August 2007 - April 2009
BuyLeaseBuild Magazines July 2005 - 2007
Skills
Event Planning, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Editing, Customer Service
Education
University of Illinois at Chicago 2010 — 2012
M.Ed, Early Childhood Education
Michigan State University 2001 — 2005
BA, journalism
University of Illinois at Chicago January 2011 - May 2012
Oppenheimer & Co., Inc. August 2007 - April 2009
BuyLeaseBuild Magazines July 2005 - 2007
Skills
Event Planning, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Editing, Customer Service
Education
University of Illinois at Chicago 2010 — 2012
M.Ed, Early Childhood Education
Michigan State University 2001 — 2005
BA, journalism
Jesse Flint's Oppenheimer & Co. Inc. Experience May 2010 - August 2010
Job 3L at Stetson University College of Law
Industry Law Practice
Experience
Florida Advocates May 2013 - December 2014
Florida State University August 2011 - May 2012
Oppenheimer & Co. Inc May 2010 - August 2010
Accent Copy (Konica Minolta) March 2007 - October 2007
Aristocrat Plumbing June 2005 - November 2006
Skills
PowerPoint, Excel, Word, Microsoft Office, Research, Public Speaking, Data Analysis, Social Media, Teamwork, Analysis, Team Leadership, Budgets, Teaching, Westlaw, Lexis, Legal Research, Legal Writing
Education
Stetson University College of Law 2012 — 2015
Juris Doctor
Florida State University 2011 — 2012
Master's of Science in Finance, Finance, Grauated
Florida State University - College of Business 2008 — 2011
BS, Finance
Florida Advocates May 2013 - December 2014
Florida State University August 2011 - May 2012
Oppenheimer & Co. Inc May 2010 - August 2010
Accent Copy (Konica Minolta) March 2007 - October 2007
Aristocrat Plumbing June 2005 - November 2006
Skills
PowerPoint, Excel, Word, Microsoft Office, Research, Public Speaking, Data Analysis, Social Media, Teamwork, Analysis, Team Leadership, Budgets, Teaching, Westlaw, Lexis, Legal Research, Legal Writing
Education
Stetson University College of Law 2012 — 2015
Juris Doctor
Florida State University 2011 — 2012
Master's of Science in Finance, Finance, Grauated
Florida State University - College of Business 2008 — 2011
BS, Finance
Robert A. Goodwin Robert A. Goodwin's Oppenheimer & Co. Inc. Experience September 1996 - November 2004
Job First VicePresident and Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2012 - Present
Ameriprise Advisor Services Inc. November 2008 - January 2012
H&R Block Financial Advisors November 2004 - November 2008
Oppenheimer & Co., Inc. September 1996 - November 2004
Principal Financial Securities April 1991 - September 1996
Prudential Securities February 1981 - April 1991
Skills
Portfolio Management, Retirement Planning, Estate Planning, Technical Analysis
Education
The College for Financial Planning 2011 — 2011
APMA, Accredited Portfolio Management Advisor, Portfolio Management and Construction
The College for Financial Planning 1996 — 1996
AAMS, Accredited Asset Management Specialist, Asset Management
Mercer University 1970 — 1974
B.A., Philosophy
RBC Wealth Management January 2012 - Present
Ameriprise Advisor Services Inc. November 2008 - January 2012
H&R Block Financial Advisors November 2004 - November 2008
Oppenheimer & Co., Inc. September 1996 - November 2004
Principal Financial Securities April 1991 - September 1996
Prudential Securities February 1981 - April 1991
Skills
Portfolio Management, Retirement Planning, Estate Planning, Technical Analysis
Education
The College for Financial Planning 2011 — 2011
APMA, Accredited Portfolio Management Advisor, Portfolio Management and Construction
The College for Financial Planning 1996 — 1996
AAMS, Accredited Asset Management Specialist, Asset Management
Mercer University 1970 — 1974
B.A., Philosophy
Cleo Fisher's Oppenheimer & Co. Inc. Experience May 2011 - August 2011
Job Development Associate at The Little Bit Foundation
Industry Nonprofit Organization Management
Experience
The Little Bit Foundation July 2015 - Present
Young Friends of the St. Louis Arc October 2013 - Present
The Little Bit Foundation July 2014 - July 2015
Cardinal Glennon Children's Foundation August 2013 - April 2014
Alliance for Affordable Energy January 2013 - April 2013
Jazz St. Louis June 2012 - August 2012
Oppenheimer & Co. Inc May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Nonprofits, Sustainable Energy, Education for..., Constant Contact, Donor Perfect, Communication, Community Outreach, Youth Outreach, Educational Outreach, Facebook, Blogging, Event Planning, Volunteering, Social Networking, Raiser's Edge
Education
Loyola University New Orleans 2009 — 2013
Bachelor of Arts, Sociology- Minor in French
Université Paul Cézanne Aix-Marseille III 2012 — 2012
French Language and Literature, 11
The Little Bit Foundation July 2015 - Present
Young Friends of the St. Louis Arc October 2013 - Present
The Little Bit Foundation July 2014 - July 2015
Cardinal Glennon Children's Foundation August 2013 - April 2014
Alliance for Affordable Energy January 2013 - April 2013
Jazz St. Louis June 2012 - August 2012
Oppenheimer & Co. Inc May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Nonprofits, Sustainable Energy, Education for..., Constant Contact, Donor Perfect, Communication, Community Outreach, Youth Outreach, Educational Outreach, Facebook, Blogging, Event Planning, Volunteering, Social Networking, Raiser's Edge
Education
Loyola University New Orleans 2009 — 2013
Bachelor of Arts, Sociology- Minor in French
Université Paul Cézanne Aix-Marseille III 2012 — 2012
French Language and Literature, 11
Daniel Sasi Daniel Sasi's Oppenheimer & Co. Inc. Experience December 2014 - June 2015
Job Investment Banking Associate at BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Oppenheimer & Co. Inc. December 2014 - June 2015
D.A. Davidson Companies April 2013 - November 2014
Pacific Crest Securities March 2011 - March 2013
Pacific Crest Securities June 2010 - August 2010
Viewpoint Securities January 2010 - May 2010
Wells Fargo Advisors, LLC September 2009 - December 2009
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Business Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Capital IQ, Private Equity, Bloomberg, Corporate Development, Capital Markets, Equities, Corporate Finance, Private Placements, DCF, Microsoft Office, Valuation Analysis, Equity Capital Markets, Divestitures, SaaS, Digital Media, Finance
Education
University of San Diego 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch June 2015 - Present
Oppenheimer & Co. Inc. December 2014 - June 2015
D.A. Davidson Companies April 2013 - November 2014
Pacific Crest Securities March 2011 - March 2013
Pacific Crest Securities June 2010 - August 2010
Viewpoint Securities January 2010 - May 2010
Wells Fargo Advisors, LLC September 2009 - December 2009
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Business Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Capital IQ, Private Equity, Bloomberg, Corporate Development, Capital Markets, Equities, Corporate Finance, Private Placements, DCF, Microsoft Office, Valuation Analysis, Equity Capital Markets, Divestitures, SaaS, Digital Media, Finance
Education
University of San Diego 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Lee Christo's Oppenheimer & Co. Inc. Experience June 2008 - August 2008
Job High Performing FP&A Professional
Industry Financial Services
Experience
Discovery Communications May 2015 - Present
Discovery Communications November 2012 - Present
University of Phoenix January 2012 - November 2012
Planet Hollywood International May 2011 - December 2011
Public Resources Management Group, Inc January 2010 - May 2011
AT&T Mobility September 2005 - December 2009
Oppenheimer & Co. Inc June 2008 - August 2008
Skills
Strategic Planning, Financial Analysis, Corporate FP&A, Microsoft Excel, Hyperion Planning, Microsoft Dynamics ERP, Budgeting, Variance Analysis, Financial Reporting, Financial Modeling, Project Management, Analysis, Finance, Budgets, Strategic Financial..., Management, Financial Planning, Leadership, Strategy
Education
University of Central Florida 2006 — 2009
Bachelor of Science, Finance
Discovery Communications May 2015 - Present
Discovery Communications November 2012 - Present
University of Phoenix January 2012 - November 2012
Planet Hollywood International May 2011 - December 2011
Public Resources Management Group, Inc January 2010 - May 2011
AT&T Mobility September 2005 - December 2009
Oppenheimer & Co. Inc June 2008 - August 2008
Skills
Strategic Planning, Financial Analysis, Corporate FP&A, Microsoft Excel, Hyperion Planning, Microsoft Dynamics ERP, Budgeting, Variance Analysis, Financial Reporting, Financial Modeling, Project Management, Analysis, Finance, Budgets, Strategic Financial..., Management, Financial Planning, Leadership, Strategy
Education
University of Central Florida 2006 — 2009
Bachelor of Science, Finance
Tom G Thacker II's Oppenheimer & Co. Inc. Experience June 2012 - Present
Job Senior Director Investments Branch Manager at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. June 2012 - Present
Morgan Stanley Smith Barney January 1990 - June 2012
Calfee, Halter & Griswold LLP 1986 - 1988
Education
University of Missouri-Kansas City School of Law 1984 — 1986
JD, Law
University of Missouri-Kansas City 1980 — 1983
Bachelor of Arts (B.A.), Political Science
Oppenheimer & Co. Inc. June 2012 - Present
Morgan Stanley Smith Barney January 1990 - June 2012
Calfee, Halter & Griswold LLP 1986 - 1988
Education
University of Missouri-Kansas City School of Law 1984 — 1986
JD, Law
University of Missouri-Kansas City 1980 — 1983
Bachelor of Arts (B.A.), Political Science
Anthony DeSantis Anthony DeSantis's Oppenheimer & Co. Inc. Experience October 2005 - May 2007
Job Trade Support Specialist
Industry Investment Banking
Experience
Bank Leumi USA December 2007 - Present
The Bank June 2007 - December 2007
OPPENHEIMER & CO. Inc October 2005 - May 2007
SEARS & ROEBUCK September 1998 - November 2005
Skills
Great People Skills, Creative Writing, Organizational..., Operations, Team Motivator, Bloomberg, Operational Excellence, Banking, Fixed Income, Equities, Trading, Portfolio Management, Mutual Funds, Bonds, Swaps, Microsoft Excel, Treasury, Account Reconciliation, Financial Markets, Securities, Outlook, Cash Management, Derivatives, Financial Services, Middle Office, SWIFT payments
Education
City University of New York-College of Staten Island 1998 — 2003
Bachelors, Management, Marketing
Monsignor Farrell High School 1994 — 1998
High School
Bank Leumi USA December 2007 - Present
The Bank June 2007 - December 2007
OPPENHEIMER & CO. Inc October 2005 - May 2007
SEARS & ROEBUCK September 1998 - November 2005
Skills
Great People Skills, Creative Writing, Organizational..., Operations, Team Motivator, Bloomberg, Operational Excellence, Banking, Fixed Income, Equities, Trading, Portfolio Management, Mutual Funds, Bonds, Swaps, Microsoft Excel, Treasury, Account Reconciliation, Financial Markets, Securities, Outlook, Cash Management, Derivatives, Financial Services, Middle Office, SWIFT payments
Education
City University of New York-College of Staten Island 1998 — 2003
Bachelors, Management, Marketing
Monsignor Farrell High School 1994 — 1998
High School
Harvey Brown Harvey Brown's Oppenheimer & Co. Inc. Experience April 1997 - August 1997
Job Consultant at Graphix by Design
Industry Information Technology and Services
Experience
Graphix by Design August 1998 - Present
Georgia Bankers Association February 1998 - August 1998
AETNA\US HealthCare November 1997 - January 1998
Sales Technologies August 1997 - November 1997
Oppenheimer & Co., Inc April 1997 - August 1997
Harvey A. Brown February 1997 - April 1997
Federal Reserve Bank September 1996 - February 1997
British Telecom. July 1995 - January 1996
GE Exchange. August 1993 - January 1994
DeVRY Institute of Technology August 1991 - July 1993
Skills
Network Administration, Database Administration, Software Project..., Process Engineering, ISO, Definity, Cisco Routers, Hardware Architecture, Hardware Support, Hardware Diagnostics, Windows 7, Microsoft SQL Server, Server Administration, Website Development, Technical Support, Statistical Data..., AutoCAD Mechanical, Bloomberg Terminal, Financial Analysis, Financial Reporting, Digital Marketing, Troubleshooting, TCP/IP, Hardware, Software Development, Software Installation, Networking, Management, Process Improvement, Customer Service, Microsoft Office, Telecommunications, Training
Education
DeVry University-Georgia 1991 — 1993
Computer and Information Sciences and Support Services
Atlanta College of Medical 1984 — 1986
Medical Technology
Air Force Technical Academy 1980 — 1981
POS / Supply
Graphix by Design August 1998 - Present
Georgia Bankers Association February 1998 - August 1998
AETNA\US HealthCare November 1997 - January 1998
Sales Technologies August 1997 - November 1997
Oppenheimer & Co., Inc April 1997 - August 1997
Harvey A. Brown February 1997 - April 1997
Federal Reserve Bank September 1996 - February 1997
British Telecom. July 1995 - January 1996
GE Exchange. August 1993 - January 1994
DeVRY Institute of Technology August 1991 - July 1993
Skills
Network Administration, Database Administration, Software Project..., Process Engineering, ISO, Definity, Cisco Routers, Hardware Architecture, Hardware Support, Hardware Diagnostics, Windows 7, Microsoft SQL Server, Server Administration, Website Development, Technical Support, Statistical Data..., AutoCAD Mechanical, Bloomberg Terminal, Financial Analysis, Financial Reporting, Digital Marketing, Troubleshooting, TCP/IP, Hardware, Software Development, Software Installation, Networking, Management, Process Improvement, Customer Service, Microsoft Office, Telecommunications, Training
Education
DeVry University-Georgia 1991 — 1993
Computer and Information Sciences and Support Services
Atlanta College of Medical 1984 — 1986
Medical Technology
Air Force Technical Academy 1980 — 1981
POS / Supply
Andrew W. Erisman, CIMA Andrew W. Erisman, CIMA's Oppenheimer & Co. Inc. Experience October 1991 - May 2009
Job Trust & Investment Committee Member (Volunteer) at Bellevue Christian School
Industry Financial Services
Experience
Bellevue Christian School September 2013 - Present
Cascade Medical Center 2012 - Present
Freestone Capital Management May 2009 - Present
Bellevue Youth Soccer Club September 2007 - 2012
Oppenheimer & Co. Inc October 1991 - May 2009
Icicle Creek Music Center 2004 - 2006
Education
Wharton School, University of Pennsylvania 2002 — 2002
Certified Investment Management Analyst® / CIMA®, Executive Education / Certification Program
University of Washington
BA, Political Science
Bellevue Christian School September 2013 - Present
Cascade Medical Center 2012 - Present
Freestone Capital Management May 2009 - Present
Bellevue Youth Soccer Club September 2007 - 2012
Oppenheimer & Co. Inc October 1991 - May 2009
Icicle Creek Music Center 2004 - 2006
Education
Wharton School, University of Pennsylvania 2002 — 2002
Certified Investment Management Analyst® / CIMA®, Executive Education / Certification Program
University of Washington
BA, Political Science
Dorela Cheban Dorela Cheban's Oppenheimer & Co. Inc. Experience August 2006 - March 2008
Job Pilates Instructor
Industry Health, Wellness and Fitness
Experience
Project Pilates October 2011 - Present
Hamilton Health and Fitness October 2011 - Present
Societe Generale Corporate & Investment Banking March 2008 - Present
Oppenheimer & Co. Inc August 2006 - March 2008
Morgan Stanley November 2003 - August 2006
Skills
Health, Pilates
Education
Kane School of Core Integration Inc.
Rutgers University-New Brunswick
Bachelor of Science, Economics
Project Pilates October 2011 - Present
Hamilton Health and Fitness October 2011 - Present
Societe Generale Corporate & Investment Banking March 2008 - Present
Oppenheimer & Co. Inc August 2006 - March 2008
Morgan Stanley November 2003 - August 2006
Skills
Health, Pilates
Education
Kane School of Core Integration Inc.
Rutgers University-New Brunswick
Bachelor of Science, Economics
Kathy Hansen's Oppenheimer & Co. Inc. Experience 2007 - Present
Job Senior Director at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. 2007 - Present
Citigroup, Citicorp Investment Services 2000 - 2007
Smith Barney 1995 - 1999
Lehman Brothers 1993 - 1995
Shearson 1977 - 1992
Education
University of Miami
BA, English/Marketing
Oppenheimer & Co. Inc. 2007 - Present
Citigroup, Citicorp Investment Services 2000 - 2007
Smith Barney 1995 - 1999
Lehman Brothers 1993 - 1995
Shearson 1977 - 1992
Education
University of Miami
BA, English/Marketing
Annie Kovaleva Annie Kovaleva's Oppenheimer & Co. Inc. Experience February 2005 - August 2006
Job Business Operations Specialist
Industry Information Technology and Services
Experience
Mason Auto Sales, LLC September 2011 - Present
Extended Results, Inc. August 2008 - August 2011
AXA Advisors LLC March 2007 - August 2008
Oppenheimer & Co., Inc. February 2005 - August 2006
Skills
Contract Negotiation, Benefits Administration, Account Management, Recruiting, Vendor Management, Management, Business Operations, Marketing, Team Building, Business Intelligence, Business Analysis, Human Resources, Negotiation, Project Management, Integration, SharePoint
Education
Bellevue Community College 2010 — 2012
AA Transfer Degree
Lake Washington Institute of Technology
Mason Auto Sales, LLC September 2011 - Present
Extended Results, Inc. August 2008 - August 2011
AXA Advisors LLC March 2007 - August 2008
Oppenheimer & Co., Inc. February 2005 - August 2006
Skills
Contract Negotiation, Benefits Administration, Account Management, Recruiting, Vendor Management, Management, Business Operations, Marketing, Team Building, Business Intelligence, Business Analysis, Human Resources, Negotiation, Project Management, Integration, SharePoint
Education
Bellevue Community College 2010 — 2012
AA Transfer Degree
Lake Washington Institute of Technology
Michael Witous's Oppenheimer & Co. Inc. Experience January 2010 - Present
Job Managing Director Investments
Industry Investment Management
Experience
Oppenheimer & Co. Inc. January 2010 - Present
UBS Wealth Managment February 2003 - January 2010
Prudential Securities December 1998 - January 2003
Merrill Lynch June 1993 - December 1998
Education
University of Notre Dame
BA, PLS
Oppenheimer & Co. Inc. January 2010 - Present
UBS Wealth Managment February 2003 - January 2010
Prudential Securities December 1998 - January 2003
Merrill Lynch June 1993 - December 1998
Education
University of Notre Dame
BA, PLS
Beth Roller's Oppenheimer & Co. Inc. Experience April 2005 - November 2014
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Oppenheimer & Co., Inc. April 2005 - November 2014
Creme de la Creme May 2001 - September 2004
Skills
Financial Analysis, Data Entry
Education
Baker University 1996 — 2000
Elementary Education
Wells Fargo Advisors, LLC November 2014 - Present
Oppenheimer & Co., Inc. April 2005 - November 2014
Creme de la Creme May 2001 - September 2004
Skills
Financial Analysis, Data Entry
Education
Baker University 1996 — 2000
Elementary Education
John Hallen John Hallen's Oppenheimer & Co. Inc. Experience February 2014 - Present
Job Retired at Retired
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2014 - Present
Oppenheimer & Co. April 2007 - February 2014
Merrill Lynch 1999 - 2003
Morgan Stanley 1986 - 1999
Skills
Fixed Income, Investment Banking, Securities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Equities, Wealth Management, Series 63, Series 7
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA
Wake Forest University 1961 — 1965
Bachelor of Arts (B.A.), Economics
Oppenheimer & Co. Inc. February 2014 - Present
Oppenheimer & Co. April 2007 - February 2014
Merrill Lynch 1999 - 2003
Morgan Stanley 1986 - 1999
Skills
Fixed Income, Investment Banking, Securities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Equities, Wealth Management, Series 63, Series 7
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA
Wake Forest University 1961 — 1965
Bachelor of Arts (B.A.), Economics
Mark Rosa's Oppenheimer & Co. Inc. Experience 2007 - 2009
Job Research Associate at The Prince Houston Group
Industry Staffing and Recruiting
Experience
The Prince Houston Group 2015 - Present
HFObserver 2011 - 2015
Citi Habitats 2009 - 2011
Oppenheimer & Co. Inc. 2007 - 2009
Stephens Inc 2005 - 2007
Thompson Davis Asset Management 2003 - 2005
Skills
Hedge Funds, Finance, Series 7, Mutual Funds, Equities, Bloomberg, Series 63, FINRA, Trading, Real Estate License, Chartered Financial..., Alternative Investments, Valuation, CFA Level 1, Series 86, Series 87, Capital Markets, Competitive Analysis, Equity Research, Start-ups, Analytics, Analysis, Investments, Operations Management, Business Strategy, Business Development, Asset Management, Recruiting, Morningstar, Lipper
Education
University of Richmond 1999 — 2003
Bachelor of Science, Business Administration; Finance Concentration
Northern Highlands Regional High School 1995 — 1999
The Prince Houston Group 2015 - Present
HFObserver 2011 - 2015
Citi Habitats 2009 - 2011
Oppenheimer & Co. Inc. 2007 - 2009
Stephens Inc 2005 - 2007
Thompson Davis Asset Management 2003 - 2005
Skills
Hedge Funds, Finance, Series 7, Mutual Funds, Equities, Bloomberg, Series 63, FINRA, Trading, Real Estate License, Chartered Financial..., Alternative Investments, Valuation, CFA Level 1, Series 86, Series 87, Capital Markets, Competitive Analysis, Equity Research, Start-ups, Analytics, Analysis, Investments, Operations Management, Business Strategy, Business Development, Asset Management, Recruiting, Morningstar, Lipper
Education
University of Richmond 1999 — 2003
Bachelor of Science, Business Administration; Finance Concentration
Northern Highlands Regional High School 1995 — 1999
Joseph Berardi Joseph Berardi's Oppenheimer & Co. Inc. Experience May 2008 - September 2008
Job Assistant Cross Country Coach at Moorestown High School
Industry Legal Services
Experience
Haddonfield Friends School August 2015 - Present
Moorestown High School August 2015 - Present
The College of New Jersey May 2014 - August 2015
Red Bank Catholic HS August 2013 - August 2015
Thomas Jefferson University Hospitals August 2014 - September 2014
GE June 2011 - September 2013
U.S. Department of Justice August 2009 - June 2011
Runner's High LLC August 2008 - August 2009
Oppenheimer & Co. Inc May 2008 - September 2008
U.S. Congressman Frank Pallone Jr’s Office May 2007 - August 2007
Skills
Tax, Auditing, Analysis, Internal Audit, Litigation, Credit, Banking, Financial Analysis, Software Documentation, Accounting, Corporate Finance, Microsoft Office, Microsoft Excel, Strategic Planning, Management, Process Improvement, Business Strategy, PowerPoint, Negotiation, Forecasting, Project Management
Education
The College of New Jersey 2014 — 2015
Master's Degree, Secondary Education and Teaching
New York University 2005 — 2009
Bachelor of Arts (B.A.), Politics
Red Bank Catholic High School 2001 — 2005
Haddonfield Friends School August 2015 - Present
Moorestown High School August 2015 - Present
The College of New Jersey May 2014 - August 2015
Red Bank Catholic HS August 2013 - August 2015
Thomas Jefferson University Hospitals August 2014 - September 2014
GE June 2011 - September 2013
U.S. Department of Justice August 2009 - June 2011
Runner's High LLC August 2008 - August 2009
Oppenheimer & Co. Inc May 2008 - September 2008
U.S. Congressman Frank Pallone Jr’s Office May 2007 - August 2007
Skills
Tax, Auditing, Analysis, Internal Audit, Litigation, Credit, Banking, Financial Analysis, Software Documentation, Accounting, Corporate Finance, Microsoft Office, Microsoft Excel, Strategic Planning, Management, Process Improvement, Business Strategy, PowerPoint, Negotiation, Forecasting, Project Management
Education
The College of New Jersey 2014 — 2015
Master's Degree, Secondary Education and Teaching
New York University 2005 — 2009
Bachelor of Arts (B.A.), Politics
Red Bank Catholic High School 2001 — 2005
Molly Reinfried, CFP® Molly Reinfried, CFP®'s Oppenheimer & Co. Inc. Experience September 2009 - December 2009
Job Relationship Manager at H.M. Payson & Co
Industry Investment Management
Experience
HM Payson & Co July 2014 - Present
Modera Wealth Management August 2012 - July 2014
Modera Wealth Management June 2010 - July 2012
Providence College Athletic Department October 2007 - May 2010
OPPENHEIMER & CO. INC September 2009 - December 2009
Urmston Forshee Plain & Amelio CPAs PLLC May 2007 - August 2008
Education
Boston University 2011 — 2012
Financial Planning Program
Providence College 2006 — 2010
Bachelor of Science, Business Administration; Finance
HM Payson & Co July 2014 - Present
Modera Wealth Management August 2012 - July 2014
Modera Wealth Management June 2010 - July 2012
Providence College Athletic Department October 2007 - May 2010
OPPENHEIMER & CO. INC September 2009 - December 2009
Urmston Forshee Plain & Amelio CPAs PLLC May 2007 - August 2008
Education
Boston University 2011 — 2012
Financial Planning Program
Providence College 2006 — 2010
Bachelor of Science, Business Administration; Finance
TERRY BENNETT TERRY BENNETT's Oppenheimer & Co. Inc. Experience October 1994 - Present
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 1994 - Present
Skills
Investment Strategies, Retirement, 401(k) Rollovers, Retirement Savings, Asset Allocation, Fixed Income Strategies, Insurance, Wealth-Preservation..., Financial Services
Education
University of Michigan-Flint 1990 — 1992
Masters of Business Administration, with Distinction
Saginaw Valley State University
Bachelor of Business Administration, Summa Cum Laude, Management and Marketing
University of Michigan - Flint
Master of Business Administration, with Distinction, Finance and Management
Oppenheimer & Co. Inc. October 1994 - Present
Skills
Investment Strategies, Retirement, 401(k) Rollovers, Retirement Savings, Asset Allocation, Fixed Income Strategies, Insurance, Wealth-Preservation..., Financial Services
Education
University of Michigan-Flint 1990 — 1992
Masters of Business Administration, with Distinction
Saginaw Valley State University
Bachelor of Business Administration, Summa Cum Laude, Management and Marketing
University of Michigan - Flint
Master of Business Administration, with Distinction, Finance and Management
Toni Nieves Toni Nieves's Oppenheimer & Co. Inc. Experience April 1996 - Present
Job Associate Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 1996 - Present
Skills
Investments, Asset Allocation, 401(k) Rollovers, Retirement, Estate Investment..., Fixed Income Strategies, Retirement-Plan..., Insurance
Education
University of South Florida 1969 — 1973
B.A., Psychology
Oppenheimer & Co. Inc. April 1996 - Present
Skills
Investments, Asset Allocation, 401(k) Rollovers, Retirement, Estate Investment..., Fixed Income Strategies, Retirement-Plan..., Insurance
Education
University of South Florida 1969 — 1973
B.A., Psychology
John Ponterotto John Ponterotto's Oppenheimer & Co. Inc. Experience April 2010 - March 2015
Job Head of Capital Markets, Middle Market Financial Sponsors at HSBC Bank
Industry Financial Services
Experience
HSBC Bank March 2015 - Present
Oppenheimer & Co. Inc. April 2010 - March 2015
Jefferies Finance LLC 2005 - 2009
Financo, Inc. 2002 - 2004
CIBC OPPENHEIMER/ CIBC WORLD MARKETS CORP 2000 - 2003
BMO Nesbitt Burns 1996 - 1999
Barclays Capital 1991 - 1996
Merrill Lynch & Co. 1987 - 1990
Skills
Leveraged Finance, Financial Structuring, Credit Analysis, Finance, Private Placements, LBO, Credit, Loans, Syndications, Mezzanine, Securities, High Yield, Recapitalizations, Middle Market, Series 7, Cash Flow, Management, Capital Markets, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Chicago 1983 — 1987
Bachelor of Arts, Economics
Regis High School 1979 — 1983
High School Diploma
HSBC Bank March 2015 - Present
Oppenheimer & Co. Inc. April 2010 - March 2015
Jefferies Finance LLC 2005 - 2009
Financo, Inc. 2002 - 2004
CIBC OPPENHEIMER/ CIBC WORLD MARKETS CORP 2000 - 2003
BMO Nesbitt Burns 1996 - 1999
Barclays Capital 1991 - 1996
Merrill Lynch & Co. 1987 - 1990
Skills
Leveraged Finance, Financial Structuring, Credit Analysis, Finance, Private Placements, LBO, Credit, Loans, Syndications, Mezzanine, Securities, High Yield, Recapitalizations, Middle Market, Series 7, Cash Flow, Management, Capital Markets, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Chicago 1983 — 1987
Bachelor of Arts, Economics
Regis High School 1979 — 1983
High School Diploma
Tiffany Morin, CRPC® Tiffany Morin, CRPC®'s Oppenheimer & Co. Inc. Experience 2012 - Present
Job
Industry Financial Services
Experience
Oppenheimer & Co. Inc. 2012 - Present
Skills
Financial Services, Financial Advisory, Retirement
Education
University of Puget Sound 1990 — 1995
B.S.
Oppenheimer & Co. Inc. 2012 - Present
Skills
Financial Services, Financial Advisory, Retirement
Education
University of Puget Sound 1990 — 1995
B.S.
Alioune Seck's Oppenheimer & Co. Inc. Experience May 2014 - August 2014
Job Empowering Professionals to Achieve Better Results
Industry Information Technology and Services
Experience
Ministry of Finance December 2014 - January 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
American School of Yaounde Micro-Fund January 2010 - July 2010
SADELYA September 2008 - June 2010
Skills
Economics, Microsoft Office, Strategic Planning, Data Analysis, Research, Management, Oracle CRM, Technology Consulting, CX, Cloud Applications, Key Account Management
Education
University of Massachusetts, Amherst 2012 — 2015
Bachelor of Science (BSc), Economics
New York Institute of Technology 2010 — 2012
Bachelor of Science (BSc), Finance
Ministry of Finance December 2014 - January 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
American School of Yaounde Micro-Fund January 2010 - July 2010
SADELYA September 2008 - June 2010
Skills
Economics, Microsoft Office, Strategic Planning, Data Analysis, Research, Management, Oracle CRM, Technology Consulting, CX, Cloud Applications, Key Account Management
Education
University of Massachusetts, Amherst 2012 — 2015
Bachelor of Science (BSc), Economics
New York Institute of Technology 2010 — 2012
Bachelor of Science (BSc), Finance
Benjamin Albano's Oppenheimer & Co. Inc. Experience June 2015 - July 2015
Job Student at University of North Carolina at Chapel Hill
Industry Automotive
Experience
Skip Barber Racing School August 2011 - Present
Ben Albano Racing January 2012 - Present
Oppenheimer & Co. Inc. June 2015 - July 2015
Skills
Auto Racing, Trombone, Music, Driver Training, Public Speaking, Facebook, Piano, Social Networking, Sports, Time Management, Creative Writing, Musicians, Vehicles, Spanish, Fundraising, Event Management, Customer Service, Automotive
Education
University of North Carolina at Chapel Hill 2014 — 2018
Bachelor's degree in Music and Communications , Music and Communications
Skip Barber Racing School August 2011 - Present
Ben Albano Racing January 2012 - Present
Oppenheimer & Co. Inc. June 2015 - July 2015
Skills
Auto Racing, Trombone, Music, Driver Training, Public Speaking, Facebook, Piano, Social Networking, Sports, Time Management, Creative Writing, Musicians, Vehicles, Spanish, Fundraising, Event Management, Customer Service, Automotive
Education
University of North Carolina at Chapel Hill 2014 — 2018
Bachelor's degree in Music and Communications , Music and Communications
Nic Hunt's Oppenheimer & Co. Inc. Experience June 2014 - Present
Job Registered Client Service Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2014 - Present
Entercom April 2011 - May 2014
Mike Church Show October 2010 - March 2011
WCRX 88.1 FM - Chicago, IL January 2010 - August 2010
Clear Channel Outdoor January 2010 - July 2010
SpyBar Chicago April 2008 - August 2009
Skills
Microsoft Office,...
Education
Columbia College Chicago 2008 — 2010
Bachelor of Liberal Arts, Radio: Talent & Production
University of New Orleans 2002 — 2004
Mass Communicatioins
Oppenheimer & Co. Inc. June 2014 - Present
Entercom April 2011 - May 2014
Mike Church Show October 2010 - March 2011
WCRX 88.1 FM - Chicago, IL January 2010 - August 2010
Clear Channel Outdoor January 2010 - July 2010
SpyBar Chicago April 2008 - August 2009
Skills
Microsoft Office,...
Education
Columbia College Chicago 2008 — 2010
Bachelor of Liberal Arts, Radio: Talent & Production
University of New Orleans 2002 — 2004
Mass Communicatioins
Alec Bernstein Alec Bernstein's Oppenheimer & Co. Inc. Experience June 2013 - August 2013
Job Global Transaction Banking Intern at UniCredit
Industry Financial Services
Experience
UniCredit May 2015 - August 2015
UniCredit June 2014 - August 2014
Oppenheimer & Co. Inc. June 2013 - August 2013
The ExecuSearch Group June 2012 - August 2012
Façonnable USA June 2011 - August 2011
Skills
Committment, Leadership, Bloomberg, Financial Analysis, Equity Research, Corporate Finance, Time Management, Social Media, Social Networking, Microsoft Office, Social Media Marketing, Facebook, PowerPoint, Microsoft Word, Microsoft Excel, Public Relations, Account Management, Market Research
Education
University of Michigan 2012 — 2016
Bachelor’s Degree, Economics, Senior
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Minor in Business, Senior
UniCredit May 2015 - August 2015
UniCredit June 2014 - August 2014
Oppenheimer & Co. Inc. June 2013 - August 2013
The ExecuSearch Group June 2012 - August 2012
Façonnable USA June 2011 - August 2011
Skills
Committment, Leadership, Bloomberg, Financial Analysis, Equity Research, Corporate Finance, Time Management, Social Media, Social Networking, Microsoft Office, Social Media Marketing, Facebook, PowerPoint, Microsoft Word, Microsoft Excel, Public Relations, Account Management, Market Research
Education
University of Michigan 2012 — 2016
Bachelor’s Degree, Economics, Senior
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Minor in Business, Senior
Gretchen (Robertson) Kinlaw Gretchen (Robertson) Kinlaw's Oppenheimer & Co. Inc. Experience September 2008 - May 2012
Job Senior Associate of Business Development at High Road Capital Partners
Industry Investment Management
Experience
High Road Capital Partners July 2015 - Present
Intralinks DealNexus February 2014 - July 2015
Ford Foundation October 2012 - February 2014
Alexandria Real Estate Equities May 2012 - September 2012
Oppenheimer & Co. Inc September 2008 - May 2012
New York Asian Women's Center October 2010 - March 2012
Skills
Private Equity, Business Development, Mergers & Acquisitions, M&A experience, Corporate Development, Series 7, Investments, Mutual Funds, Asset Management, Series 63, Equities, Wealth Management, Bloomberg, Securities, Alternative Investments, Retirement Planning, Asset Allocation, Fixed Income, Project Management, Relationship Management, Program Management, Budget Forecasts, CRM, Solution Selling, SaaS, Sales, DealNexus
Education
The King's College 2005 — 2008
B.A, Politics, Philosophy, and Economics
High Road Capital Partners July 2015 - Present
Intralinks DealNexus February 2014 - July 2015
Ford Foundation October 2012 - February 2014
Alexandria Real Estate Equities May 2012 - September 2012
Oppenheimer & Co. Inc September 2008 - May 2012
New York Asian Women's Center October 2010 - March 2012
Skills
Private Equity, Business Development, Mergers & Acquisitions, M&A experience, Corporate Development, Series 7, Investments, Mutual Funds, Asset Management, Series 63, Equities, Wealth Management, Bloomberg, Securities, Alternative Investments, Retirement Planning, Asset Allocation, Fixed Income, Project Management, Relationship Management, Program Management, Budget Forecasts, CRM, Solution Selling, SaaS, Sales, DealNexus
Education
The King's College 2005 — 2008
B.A, Politics, Philosophy, and Economics
Vimash Babaria Vimash Babaria's Oppenheimer & Co. Inc. Experience March 2010 - June 2010
Job Investment Officer / Assistant Vice President at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Morgan Stanley December 2013 - April 2015
Morgan Stanley August 2012 - December 2013
Morgan Stanley Smith Barney March 2012 - August 2012
UBS Financial Services, Inc June 2010 - June 2011
Oppenheimer & Co., Inc March 2010 - June 2010
Skills
Bloomberg, Wealth Management, Equities, Fixed Income, Investments, Morningstar, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Portfolio Management, Securities, Financial Modeling, Investment Strategies, Series 7, Asset Management, Finance, Capital Markets, Financial Services, Financial Advisory, Leadership, Microsoft Excel
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science Degree (B.S, Finance
Citi April 2015 - Present
Morgan Stanley December 2013 - April 2015
Morgan Stanley August 2012 - December 2013
Morgan Stanley Smith Barney March 2012 - August 2012
UBS Financial Services, Inc June 2010 - June 2011
Oppenheimer & Co., Inc March 2010 - June 2010
Skills
Bloomberg, Wealth Management, Equities, Fixed Income, Investments, Morningstar, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Portfolio Management, Securities, Financial Modeling, Investment Strategies, Series 7, Asset Management, Finance, Capital Markets, Financial Services, Financial Advisory, Leadership, Microsoft Excel
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science Degree (B.S, Finance
Evan Fisher Evan Fisher's Oppenheimer & Co. Inc. Experience June 2015 - August 2015
Job Equity Research Summer Analyst at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2015 - August 2015
Emerging Markets Club October 2014 - April 2015
Adventis CG August 2014 - February 2015
Superfly Inc. June 2014 - August 2014
Pizza Blitz Café February 2013 - August 2013
Greater Pikesville Recreational Council September 2009 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Facebook, Social Media, Marketing, Business Development, Entrepreneurship, Leadership, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor's Degree, Bachelor of Business Administration (BBA), Emphasis in Finance and Accounting
University of Michigan 2013 — 2017
Pikesville High 2009 — 2013
High School
Oppenheimer & Co. Inc. June 2015 - August 2015
Emerging Markets Club October 2014 - April 2015
Adventis CG August 2014 - February 2015
Superfly Inc. June 2014 - August 2014
Pizza Blitz Café February 2013 - August 2013
Greater Pikesville Recreational Council September 2009 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Facebook, Social Media, Marketing, Business Development, Entrepreneurship, Leadership, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor's Degree, Bachelor of Business Administration (BBA), Emphasis in Finance and Accounting
University of Michigan 2013 — 2017
Pikesville High 2009 — 2013
High School
Kate Gaynor's Oppenheimer & Co. Inc. Experience 1980 - 1985
Job Senior Vice President, Midwest Zone Private Client Services , Marsh
Industry Insurance
Experience
Marsh & Mclennan Companies October 2013 - Present
Marsh 2007 - Present
Marsh Private Client Services 2007 - Present
Nationwide Insurance June 1995 - October 2006
GatesMcDonald, a Nationwide Company June 2004 - September 2006
Nationwide 1995 - 2006
Tandem Financial Group 1985 - 1990
Oppenheimer & Co. Inc. 1980 - 1985
Oppenheimer & Co. Inc. 1980 - 1985
Oppenheimer & Co. Inc. 1980 - 1985
Skills
Strategic Planning, Fundraising, Team Management, Risk Management, Insurance, Leadership, Strategy, Business Development, Account Management, Financial Services, Mergers & Acquisitions, Start-ups, Integrated Marketing, Competitive Analysis, Product Development, Investments, Wealth Management, Sales Management, Marketing, Finance, Sales, Marketing Strategy, Management, Portfolio Management, Underwriting, Financial Analysis, Property & Casualty..., Employee Benefits, Asset Management
Education
University of Massachusetts, Amherst 1974 — 1977
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
University of Massachusetts, Amherst 1974 — 1977
BA, college prep
Marsh & Mclennan Companies October 2013 - Present
Marsh 2007 - Present
Marsh Private Client Services 2007 - Present
Nationwide Insurance June 1995 - October 2006
GatesMcDonald, a Nationwide Company June 2004 - September 2006
Nationwide 1995 - 2006
Tandem Financial Group 1985 - 1990
Oppenheimer & Co. Inc. 1980 - 1985
Oppenheimer & Co. Inc. 1980 - 1985
Oppenheimer & Co. Inc. 1980 - 1985
Skills
Strategic Planning, Fundraising, Team Management, Risk Management, Insurance, Leadership, Strategy, Business Development, Account Management, Financial Services, Mergers & Acquisitions, Start-ups, Integrated Marketing, Competitive Analysis, Product Development, Investments, Wealth Management, Sales Management, Marketing, Finance, Sales, Marketing Strategy, Management, Portfolio Management, Underwriting, Financial Analysis, Property & Casualty..., Employee Benefits, Asset Management
Education
University of Massachusetts, Amherst 1974 — 1977
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
University of Massachusetts, Amherst 1974 — 1977
BA, college prep
Benjamin Deutsch's Oppenheimer & Co. Inc. Experience 2012 - 2014
Job Basketball Operations Associate with The New York Knicks
Industry
Experience
The Madison Square Garden Company May 2015 - Present
Thunder11 June 2014 - August 2014
Oppenheimer & Co. Inc. 2012 - 2014
GreenOrder 2009 - 2011
Skills
PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Administration, Logistics, Organizational..., Customer Service, Research, Photoshop, English, Teamwork, Event Planning, Public Relations, Social Networking, Negotiation
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), Cognitive Science, Junior
The Madison Square Garden Company May 2015 - Present
Thunder11 June 2014 - August 2014
Oppenheimer & Co. Inc. 2012 - 2014
GreenOrder 2009 - 2011
Skills
PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Administration, Logistics, Organizational..., Customer Service, Research, Photoshop, English, Teamwork, Event Planning, Public Relations, Social Networking, Negotiation
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), Cognitive Science, Junior
Bob Varnum's Oppenheimer & Co. Inc. Experience February 1987 - December 1994
Job Wealth Management
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Chris Brannock Chris Brannock's Oppenheimer & Co. Inc. Experience July 2013 - September 2014
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Oppenheimer & Co. Inc. July 2013 - September 2014
A.G.Edwards/ Wachovia Sec. / Wells Fargo Advisors LLC. November 1999 - July 2013
Skills
Retirement Planning, Financial Advisory..., Finance & Economics, Multi-Generational..., 401k Rollovers, Liability Planning, Life & Long Term Care..., Asset Management, Finance
Education
University of North Carolina at Greensboro 1997 — 2001
Bachelor's Degree, Economics
Wells Fargo Advisors September 2014 - Present
Oppenheimer & Co. Inc. July 2013 - September 2014
A.G.Edwards/ Wachovia Sec. / Wells Fargo Advisors LLC. November 1999 - July 2013
Skills
Retirement Planning, Financial Advisory..., Finance & Economics, Multi-Generational..., 401k Rollovers, Liability Planning, Life & Long Term Care..., Asset Management, Finance
Education
University of North Carolina at Greensboro 1997 — 2001
Bachelor's Degree, Economics
Pamela Chao Pamela Chao's Oppenheimer & Co. Inc. Experience May 2007 - June 2008
Job Executive Assistant at Kitano Capital LLC
Industry Financial Services
Experience
Kitano Capital LLC April 2015 - Present
Neuberger Berman August 2011 - April 2015
Design Pac International June 2008 - July 2011
Oppenheimer & Co. Inc. May 2007 - June 2008
CBS Radio March 2006 - May 2007
Skills
Outlook, Administrative..., PowerPoint, Microsoft Excel, Microsoft Office, Travel Arrangements, Office Management, Marketing, Microsoft Word, Spreadsheets, Client Services, Social Media, Customer Service, Proficient Typing Skills, Client Relations Skills, Notary Public, Texas Notary
Education
University of North Texas 1994 — 1999
Bachelor of Arts (BA), Advertising
Kitano Capital LLC April 2015 - Present
Neuberger Berman August 2011 - April 2015
Design Pac International June 2008 - July 2011
Oppenheimer & Co. Inc. May 2007 - June 2008
CBS Radio March 2006 - May 2007
Skills
Outlook, Administrative..., PowerPoint, Microsoft Excel, Microsoft Office, Travel Arrangements, Office Management, Marketing, Microsoft Word, Spreadsheets, Client Services, Social Media, Customer Service, Proficient Typing Skills, Client Relations Skills, Notary Public, Texas Notary
Education
University of North Texas 1994 — 1999
Bachelor of Arts (BA), Advertising
Todd Michael Toro Todd Michael Toro's Oppenheimer & Co. Inc. Experience August 2001 - November 2008
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2015 - Present
Bank of America Merrill Edge January 2012 - Present
Citi Personal Wealth Management May 2011 - December 2011
Citi Smith Barney November 2008 - May 2011
Oppenheimer & Co. Inc August 2001 - November 2008
Morgan Stanley Dean Witter September 2000 - December 2000
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Finance, Asset Allocation, Strategy, Financial Services, Series 7, Financial Advisory, Capital Markets, Management, Financial Planning, Financial Risk, Mutual Funds, Banking, Asset Management, Relationship Management, Equities, Fixed Income, Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
B.A, Economics Minor: Philosophy Concentrations: Accounting, Finance, International Economics
TIAA-CREF April 2015 - Present
Bank of America Merrill Edge January 2012 - Present
Citi Personal Wealth Management May 2011 - December 2011
Citi Smith Barney November 2008 - May 2011
Oppenheimer & Co. Inc August 2001 - November 2008
Morgan Stanley Dean Witter September 2000 - December 2000
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Finance, Asset Allocation, Strategy, Financial Services, Series 7, Financial Advisory, Capital Markets, Management, Financial Planning, Financial Risk, Mutual Funds, Banking, Asset Management, Relationship Management, Equities, Fixed Income, Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
B.A, Economics Minor: Philosophy Concentrations: Accounting, Finance, International Economics
Adam Rothman Adam Rothman's Oppenheimer & Co. Inc. Experience August 2015 - Present
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2015 - Present
Precision Financial Services May 2014 - August 2015
Enterprise Rent-A-Car February 2014 - May 2014
Enterprise Rent-A-Car September 2012 - February 2014
Israel Defense Forces December 2010 - June 2012
Financial Management Corp. October 2009 - September 2010
New Jersey Devils 2009 - 2009
New Jersey Sports & Exposition Authority June 2008 - September 2008
Sussex Skyhawks June 2007 - August 2007
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Sport Management
Randolph High School
Oppenheimer & Co. Inc. August 2015 - Present
Precision Financial Services May 2014 - August 2015
Enterprise Rent-A-Car February 2014 - May 2014
Enterprise Rent-A-Car September 2012 - February 2014
Israel Defense Forces December 2010 - June 2012
Financial Management Corp. October 2009 - September 2010
New Jersey Devils 2009 - 2009
New Jersey Sports & Exposition Authority June 2008 - September 2008
Sussex Skyhawks June 2007 - August 2007
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Sport Management
Randolph High School
Camille Veloso Camille Veloso's Oppenheimer & Co. Inc. Experience January 2015 - Present
Job Client Service Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
The TJX Companies, Inc. October 2014 - January 2015
Basic Graphics Incorporated October 2013 - April 2014
Drive In Carwash June 2012 - March 2013
Skills
Marketing, Microsoft Office, Microsoft Word, Social Media Marketing, Sales Management, Marketing Management, Microsoft Excel, Youth Entrepreneurship, Entrepreneurship, Financial Analysis, Operations Management, Sales Presentations, Merchandising, Retail, Customer Service, Customer Relations, Cashiering, Public Relations, Management, Sales
Education
University of San Carlos 2009 — 2013
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies and Marketing Management
Sacred Heart School Hijas De Jesus 2004 — 2009
Oppenheimer & Co. Inc. January 2015 - Present
The TJX Companies, Inc. October 2014 - January 2015
Basic Graphics Incorporated October 2013 - April 2014
Drive In Carwash June 2012 - March 2013
Skills
Marketing, Microsoft Office, Microsoft Word, Social Media Marketing, Sales Management, Marketing Management, Microsoft Excel, Youth Entrepreneurship, Entrepreneurship, Financial Analysis, Operations Management, Sales Presentations, Merchandising, Retail, Customer Service, Customer Relations, Cashiering, Public Relations, Management, Sales
Education
University of San Carlos 2009 — 2013
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies and Marketing Management
Sacred Heart School Hijas De Jesus 2004 — 2009
Michael Restifo Michael Restifo's Oppenheimer & Co. Inc. Experience September 1992 - April 1995
Job
Industry
Experience
Contrarian Capital Management May 1995 - December 2014
Oppenheimer & Co. Inc. September 1992 - April 1995
Saks International Coffee, Inc. 1990 - 1992
Kaufman Alsberg 1989 - 1990
Jamie Securities 1986 - 1989
Spicer & Oppenheim (formerly Oppenheim, Apple & Dixon) 1980 - 1986
Skills
Accounting & Operations, Management
Education
University of Miami 1972 — 1976
Bachelor's Degree, Accounting
Contrarian Capital Management May 1995 - December 2014
Oppenheimer & Co. Inc. September 1992 - April 1995
Saks International Coffee, Inc. 1990 - 1992
Kaufman Alsberg 1989 - 1990
Jamie Securities 1986 - 1989
Spicer & Oppenheim (formerly Oppenheim, Apple & Dixon) 1980 - 1986
Skills
Accounting & Operations, Management
Education
University of Miami 1972 — 1976
Bachelor's Degree, Accounting
Rachel Gleicher's Oppenheimer & Co. Inc. Experience August 1999 - August 2006
Job Assistant Controller at Intrafusion
Industry Oil & Energy
Experience
ION Geophysical August 2012 - March 2013
Intertek January 2012 - August 2012
ARAMARK September 2010 - January 2012
Schlumberger July 2008 - September 2010
RSM McGladery March 2008 - April 2008
Retensa January 2007 - July 2007
Oppenheimer & Co. Inc August 1999 - August 2006
Prudential Securities Inc September 1996 - August 1999
Skills
Organizational..., Performance Management, Personnel Management, Employee Engagement, Accounting, New Business Development, Metrics, Forecasting, Small Business, Performance Appraisal, Operations Management, Payroll, Auditing, Business Analysis, Cost Accounting, Financial Market..., Financial Modeling, Financial Audits, Process Safety, Performance Analysis, Metric Development, Performance Metrics, Quick, Management Accounting, QuickBooks, Peachtree, Great Plains Software, Turbo Tax, Interviews, Internal Audit, Financial Analysis, Accounts Payable, Account Reconciliation, Accounts Receivable, Fund Accounting, Tax Accounting, Analysis, Budgets, Employee Relations, Deferred Compensation, Human Resources, Management, Recruiting, Strategy, Talent Management
Education
C. T. Bauer College of Business, University of Houston 2013 — 2015
Accounting, Accounting
City University of New York-Baruch College 2006 — 2008
MS, Industrial Organizational Psychology
New York University 2001 — 2003
Certificate- 180 Hours, Accounting
Boston University 1992 — 1996
BA, Philosophy/ French
ION Geophysical August 2012 - March 2013
Intertek January 2012 - August 2012
ARAMARK September 2010 - January 2012
Schlumberger July 2008 - September 2010
RSM McGladery March 2008 - April 2008
Retensa January 2007 - July 2007
Oppenheimer & Co. Inc August 1999 - August 2006
Prudential Securities Inc September 1996 - August 1999
Skills
Organizational..., Performance Management, Personnel Management, Employee Engagement, Accounting, New Business Development, Metrics, Forecasting, Small Business, Performance Appraisal, Operations Management, Payroll, Auditing, Business Analysis, Cost Accounting, Financial Market..., Financial Modeling, Financial Audits, Process Safety, Performance Analysis, Metric Development, Performance Metrics, Quick, Management Accounting, QuickBooks, Peachtree, Great Plains Software, Turbo Tax, Interviews, Internal Audit, Financial Analysis, Accounts Payable, Account Reconciliation, Accounts Receivable, Fund Accounting, Tax Accounting, Analysis, Budgets, Employee Relations, Deferred Compensation, Human Resources, Management, Recruiting, Strategy, Talent Management
Education
C. T. Bauer College of Business, University of Houston 2013 — 2015
Accounting, Accounting
City University of New York-Baruch College 2006 — 2008
MS, Industrial Organizational Psychology
New York University 2001 — 2003
Certificate- 180 Hours, Accounting
Boston University 1992 — 1996
BA, Philosophy/ French
Alexandra Castellaccio Alexandra Castellaccio's Oppenheimer & Co. Inc. Experience September 2014 - Present
Job Business Analyst for Equities of Oppenheimer
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2014 - Present
Electric Beach Tanning Salon June 2013 - September 2014
Borker Transmission Service, Inc January 2007 - September 2014
The Office of the Child Advocate January 2014 - May 2014
Kidding Around Childrenswear September 2009 - May 2012
Giuliani Partners LLC June 2011 - August 2011
Skills
Research, Leadership, Event Planning, Customer Service, Marketing, Strategy, Training, Psychology, Microsoft Office, Forensic Psychology, Criminology, Sales, Office Administration, Administrative Law
Education
University of Rhode Island 2010 — 2014
Bachelor of Arts (B.A.) and Bachelor of Science (B.S.), Psychology and Criminal Justice
Oppenheimer & Co. Inc. September 2014 - Present
Electric Beach Tanning Salon June 2013 - September 2014
Borker Transmission Service, Inc January 2007 - September 2014
The Office of the Child Advocate January 2014 - May 2014
Kidding Around Childrenswear September 2009 - May 2012
Giuliani Partners LLC June 2011 - August 2011
Skills
Research, Leadership, Event Planning, Customer Service, Marketing, Strategy, Training, Psychology, Microsoft Office, Forensic Psychology, Criminology, Sales, Office Administration, Administrative Law
Education
University of Rhode Island 2010 — 2014
Bachelor of Arts (B.A.) and Bachelor of Science (B.S.), Psychology and Criminal Justice
Jennifer Stover's Oppenheimer & Co. Inc. Experience June 2008 - August 2008
Job Senior Team Lead at Cerner Corporation
Industry Financial Services
Experience
Cerner Corporation July 2015 - Present
Cerner Corporation January 2014 - July 2015
RTS Financial August 2013 - January 2014
RTS Financial August 2012 - August 2013
ISNetworld April 2011 - June 2012
ISNetworld July 2010 - April 2011
ISNetworld June 2009 - July 2010
Q-INVESTMENTS January 2008 - December 2008
OPPENHEIMER & CO. INC June 2008 - August 2008
Skills
Time Management, Organizing, Fast Learning, Responsibility, Attention To Detail, Account Management, Teamwork, Team Oriented, Mentoring, Team-oriented, Marketing, Training, Customer Service, New Business Development, Sales Management, Management, Finance
Education
Texas Christian University 2005 — 2009
BBA, Finance and Spanish
Cerner Corporation July 2015 - Present
Cerner Corporation January 2014 - July 2015
RTS Financial August 2013 - January 2014
RTS Financial August 2012 - August 2013
ISNetworld April 2011 - June 2012
ISNetworld July 2010 - April 2011
ISNetworld June 2009 - July 2010
Q-INVESTMENTS January 2008 - December 2008
OPPENHEIMER & CO. INC June 2008 - August 2008
Skills
Time Management, Organizing, Fast Learning, Responsibility, Attention To Detail, Account Management, Teamwork, Team Oriented, Mentoring, Team-oriented, Marketing, Training, Customer Service, New Business Development, Sales Management, Management, Finance
Education
Texas Christian University 2005 — 2009
BBA, Finance and Spanish
Andrew Lerner's Oppenheimer & Co. Inc. Experience June 2009 - August 2009
Job Community Manager at Launchpad Advertising
Industry Marketing and Advertising
Experience
Launchpad Advertising May 2015 - Present
Laundry Service January 2014 - May 2015
Fareportal July 2013 - December 2013
Fareportal September 2012 - December 2013
360i August 2011 - September 2012
Likeable Media June 2011 - August 2011
Hofstra University September 2009 - May 2011
Kenneth Cole Productions June 2010 - August 2010
Oppenheimer & Co. Inc June 2009 - August 2009
Skills
Word, Excel, Social Media, Facebook, YouTube, PowerPoint, Outlook, Mac, Microsoft Office, Social Networking, Public Speaking, Social Media Marketing, Microsoft Word, Microsoft Excel, Advertising, Editing, Blogging, Google Analytics, Twitter
Education
Hofstra University 2007 — 2011
BBA, Information Technology
Hofstra University 2007 — 2011
Bachelor's of Business Administration, Information Technology
Launchpad Advertising May 2015 - Present
Laundry Service January 2014 - May 2015
Fareportal July 2013 - December 2013
Fareportal September 2012 - December 2013
360i August 2011 - September 2012
Likeable Media June 2011 - August 2011
Hofstra University September 2009 - May 2011
Kenneth Cole Productions June 2010 - August 2010
Oppenheimer & Co. Inc June 2009 - August 2009
Skills
Word, Excel, Social Media, Facebook, YouTube, PowerPoint, Outlook, Mac, Microsoft Office, Social Networking, Public Speaking, Social Media Marketing, Microsoft Word, Microsoft Excel, Advertising, Editing, Blogging, Google Analytics, Twitter
Education
Hofstra University 2007 — 2011
BBA, Information Technology
Hofstra University 2007 — 2011
Bachelor's of Business Administration, Information Technology
Connor Murch Connor Murch's Oppenheimer & Co. Inc. Experience June 2009 - August 2009
Job Project Manager of Property Development at Asprient Properties
Industry Real Estate
Experience
Asprient Properties February 2014 - Present
Content180 April 2012 - February 2014
Moneta Group July 2010 - April 2012
Edward Jones January 2010 - May 2010
Edward Jones September 2009 - January 2010
OPPENHEIMER & CO., INC June 2009 - August 2009
OPPENHEIMER & CO., INC June 2008 - December 2008
Skills
Mutual Funds, Financial Analysis, Investments, Retirement Planning, Wealth Management, Portfolio Management, Retirement, Strategic Financial..., Estate Planning, Asset Managment, Investment Management, Investment Strategies, Financial Planners, Securities, Equities, Asset Allocation, Microsoft Excel, Financial Modeling, Financial Advisory, Microsoft Office, Fixed Income
Education
University of Missouri-Columbia, College of Business 2005 — 2009
BSBA, Finance and Real Estate
Università degli Studi di Bergamo 2007 — 2007
European and Italian business practices
Asprient Properties February 2014 - Present
Content180 April 2012 - February 2014
Moneta Group July 2010 - April 2012
Edward Jones January 2010 - May 2010
Edward Jones September 2009 - January 2010
OPPENHEIMER & CO., INC June 2009 - August 2009
OPPENHEIMER & CO., INC June 2008 - December 2008
Skills
Mutual Funds, Financial Analysis, Investments, Retirement Planning, Wealth Management, Portfolio Management, Retirement, Strategic Financial..., Estate Planning, Asset Managment, Investment Management, Investment Strategies, Financial Planners, Securities, Equities, Asset Allocation, Microsoft Excel, Financial Modeling, Financial Advisory, Microsoft Office, Fixed Income
Education
University of Missouri-Columbia, College of Business 2005 — 2009
BSBA, Finance and Real Estate
Università degli Studi di Bergamo 2007 — 2007
European and Italian business practices
Ron Towne Ron Towne's Oppenheimer & Co. Inc. Experience May 2012 - August 2012
Job Capital Markets Trading Product Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2015 - Present
Oppenheimer & Co. Inc May 2012 - August 2012
DerivActiv, LLC May 2011 - August 2011
DerivActiv, LLC May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Derivatives, Hedging, Financial Modeling, Mathematics, Public Speaking, Capital Markets, Fixed Income, Leadership, Finance, Microsoft Office, Financial Analysis, PowerPoint, Valuation
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science (B.S.), Economics
University of Texas
Bachelor of Science, Economics and Mathematics
Ameriprise Financial April 2015 - Present
Oppenheimer & Co. Inc May 2012 - August 2012
DerivActiv, LLC May 2011 - August 2011
DerivActiv, LLC May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Derivatives, Hedging, Financial Modeling, Mathematics, Public Speaking, Capital Markets, Fixed Income, Leadership, Finance, Microsoft Office, Financial Analysis, PowerPoint, Valuation
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science (B.S.), Economics
University of Texas
Bachelor of Science, Economics and Mathematics
Christine Fabre Christine Fabre's Oppenheimer & Co. Inc. Experience October 2009 - August 2011
Job Executive Assistant at MWW Group
Industry Marketing and Advertising
Experience
MWW Group June 2011 - Present
Oppenheimer & Co. Inc October 2009 - August 2011
Malo Clinic June 2009 - September 2009
United Online May 2007 - January 2009
CGI North America October 2004 - May 2007
Education
New Jersey City University 2005 — 2009
B.S., Business Administration - Marketing
Johnson and Wales University 2001 — 2002
MWW Group June 2011 - Present
Oppenheimer & Co. Inc October 2009 - August 2011
Malo Clinic June 2009 - September 2009
United Online May 2007 - January 2009
CGI North America October 2004 - May 2007
Education
New Jersey City University 2005 — 2009
B.S., Business Administration - Marketing
Johnson and Wales University 2001 — 2002
Kurt DuNard Kurt DuNard's Oppenheimer & Co. Inc. Experience June 1983 - August 1987
Job AuthorSpeakerThe Exceptional Life Coach at DuNard Institute
Industry Professional Training & Coaching
Experience
DuNard Institute January 2000 - Present
Extreme Solutions January 1997 - Present
Oppenheimer & Co., Inc. June 1983 - August 1987
Skills
Public Speaking, Leadership Development, Leadership, Recruiting, Team Building, Teaching, Inspiring People, Sales Management, Sales, Negotiation, Cooking, Writing, Speech Writing, Published Author, Investments, Community Building, Social Networking, Executive Coaching
Education
University of Missouri-Columbia 1968 — 1972
B.S., Education
University of Missouri Laboratory School-Columbia 1964 — 1968
High School
DuNard Institute January 2000 - Present
Extreme Solutions January 1997 - Present
Oppenheimer & Co., Inc. June 1983 - August 1987
Skills
Public Speaking, Leadership Development, Leadership, Recruiting, Team Building, Teaching, Inspiring People, Sales Management, Sales, Negotiation, Cooking, Writing, Speech Writing, Published Author, Investments, Community Building, Social Networking, Executive Coaching
Education
University of Missouri-Columbia 1968 — 1972
B.S., Education
University of Missouri Laboratory School-Columbia 1964 — 1968
High School
Christine Gildea's Oppenheimer & Co. Inc. Experience 1989 - 1995
Job Communications Manager at AIG
Industry Financial Services
Experience
AIG October 2014 - Present
AIG January 2013 - Present
Consultant October 2008 - December 2012
Barclays Capital 2007 - 2008
NYFIX, Inc. (currently NYSE Euronext) 2006 - 2007
JP Morgan Chase 2002 - 2006
TD Ameritrade 2000 - 2001
New York Life Insurance Company 1998 - 2000
TD Ameritrade 1995 - 1998
Oppenheimer & Co., Inc. 1989 - 1995
Skills
Internal Communications, Corporate Communications, Financial Services, Advertising, Investor Relations, Media Relations, Copywriting, Certified Program..., Marketing, Graphic Design, Strategic Communications, Direct Marketing, Change Management, Strategy, Project Management, Public Relations, Email Marketing, Marketing Communications, Digital Marketing, Social Media Marketing, Integrated Marketing, Online Marketing, Press Releases, Strategic Planning, Leadership, Business Strategy, Marketing Strategy, Online Advertising, CRM, Social Media, Management, E-commerce, Analytics, Creative Writing
Education
City University of New York-Baruch College
BBA, Marketing, Advertising, Psychology
St. John's University, New York
AIG October 2014 - Present
AIG January 2013 - Present
Consultant October 2008 - December 2012
Barclays Capital 2007 - 2008
NYFIX, Inc. (currently NYSE Euronext) 2006 - 2007
JP Morgan Chase 2002 - 2006
TD Ameritrade 2000 - 2001
New York Life Insurance Company 1998 - 2000
TD Ameritrade 1995 - 1998
Oppenheimer & Co., Inc. 1989 - 1995
Skills
Internal Communications, Corporate Communications, Financial Services, Advertising, Investor Relations, Media Relations, Copywriting, Certified Program..., Marketing, Graphic Design, Strategic Communications, Direct Marketing, Change Management, Strategy, Project Management, Public Relations, Email Marketing, Marketing Communications, Digital Marketing, Social Media Marketing, Integrated Marketing, Online Marketing, Press Releases, Strategic Planning, Leadership, Business Strategy, Marketing Strategy, Online Advertising, CRM, Social Media, Management, E-commerce, Analytics, Creative Writing
Education
City University of New York-Baruch College
BBA, Marketing, Advertising, Psychology
St. John's University, New York
Kristoph J. Rollenhagen Kristoph J. Rollenhagen's Oppenheimer & Co. Inc. Experience February 2007 - February 2010
Job Highly Experienced Financial Services & Investment Management Professional
Industry Financial Services
Experience
(consultancy) February 2011 - Present
Oppenheimer & Co., Inc. February 2007 - February 2010
Prudential Financial November 1994 - October 2005
Skills
Financial Services..., Strategic Marketing, Asset Allocation..., Product Development &..., Exceptional Written &..., Research & Product..., Due Diligence, Managerial Leadership, Industry Analysis,..., Extensive Domestic &..., Highly Effective Client..., Portfolio & Market..., Building Strong &..., Quantitative &..., Relationship Management..., Work Very Effectively..., Sales, Marketing &..., MS Suite, Research, Bloomberg, Asset Allocation, Management, ETFs, Marketing Strategy, Closed-end Funds, Marketing, Sales, Microsoft Office, Finance, Financial Services, Strategy, Financial Markets, Analytics, Business Development, Investment Strategies, Equities, Investments, Securities, Portfolio Management, Investment Management, Capital Markets, Alternative Investments, Series 7, Series 63, Mutual Funds, Financial Advisory, Wealth Management, Investment Advisory, Hedge Funds, Fixed Income
Education
Skidmore College
Bachelor of Science, Business Management & Administration
The Pingry School
(consultancy) February 2011 - Present
Oppenheimer & Co., Inc. February 2007 - February 2010
Prudential Financial November 1994 - October 2005
Skills
Financial Services..., Strategic Marketing, Asset Allocation..., Product Development &..., Exceptional Written &..., Research & Product..., Due Diligence, Managerial Leadership, Industry Analysis,..., Extensive Domestic &..., Highly Effective Client..., Portfolio & Market..., Building Strong &..., Quantitative &..., Relationship Management..., Work Very Effectively..., Sales, Marketing &..., MS Suite, Research, Bloomberg, Asset Allocation, Management, ETFs, Marketing Strategy, Closed-end Funds, Marketing, Sales, Microsoft Office, Finance, Financial Services, Strategy, Financial Markets, Analytics, Business Development, Investment Strategies, Equities, Investments, Securities, Portfolio Management, Investment Management, Capital Markets, Alternative Investments, Series 7, Series 63, Mutual Funds, Financial Advisory, Wealth Management, Investment Advisory, Hedge Funds, Fixed Income
Education
Skidmore College
Bachelor of Science, Business Management & Administration
The Pingry School
Grant Gillespie's Oppenheimer & Co. Inc. Experience June 2014 - June 2015
Job Student at University of North Carolina at Charlotte
Industry Information Technology and Services
Experience
Inmar June 2015 - September 2015
Oppenheimer & Co. Inc. June 2014 - June 2015
Skills
Supply Chain, Leadership, Communication, Microsoft Office, Teamwork, IT Strategy, Investments, Financial Planning, SQL, Customer Service
Education
University of North Carolina at Charlotte 2012 — 2016
B.S.B.A. Operations and Supply Chain Management and, Computer/Information Technology Administration and Management
Methodist University 2011 — 2012
Caldwell Academy
Inmar June 2015 - September 2015
Oppenheimer & Co. Inc. June 2014 - June 2015
Skills
Supply Chain, Leadership, Communication, Microsoft Office, Teamwork, IT Strategy, Investments, Financial Planning, SQL, Customer Service
Education
University of North Carolina at Charlotte 2012 — 2016
B.S.B.A. Operations and Supply Chain Management and, Computer/Information Technology Administration and Management
Methodist University 2011 — 2012
Caldwell Academy
Grace Fitzgerald Grace Fitzgerald's Oppenheimer & Co. Inc. Experience May 2014 - August 2014
Job Equity Research Associate at FBR
Industry Research
Experience
FBR June 2015 - Present
Oppenheimer & Co. Inc. May 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Yumi Restaurant June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Time Management, Event Planning, Financial Analysis, Windows, Management, Accounting, Financial Modeling, Finance
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
FBR June 2015 - Present
Oppenheimer & Co. Inc. May 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Yumi Restaurant June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Time Management, Event Planning, Financial Analysis, Windows, Management, Accounting, Financial Modeling, Finance
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Peter Shuper's Oppenheimer & Co. Inc. Experience August 2005 - Present
Job Senior Director Investments
Industry Investment Management
Experience
Oppenheimer & Co., Inc. August 2005 - Present
Crowell, Weedon & Co. May 2001 - July 2005
Agapy Health Care Enterprises January 1995 - May 2001
Education
Pepperdine University 1991 — 1994
Bachelors of Arts, Psychology
Oppenheimer & Co., Inc. August 2005 - Present
Crowell, Weedon & Co. May 2001 - July 2005
Agapy Health Care Enterprises January 1995 - May 2001
Education
Pepperdine University 1991 — 1994
Bachelors of Arts, Psychology
Howard Berkis's Oppenheimer & Co. Inc. Experience November 1997 - June 1999
Job Vice President, Information Security at Jefferies & Company
Industry Computer & Network Security
Experience
Jefferies & Company December 2010 - Present
Jefferies & Company October 2006 - December 2010
Mithril Technology January 2006 - October 2006
CIBC March 2004 - December 2005
CIBC World Markets February 2002 - March 2004
CIBC World Markets August 2000 - February 2002
CIBC World Markets June 1999 - August 2000
Oppenheimer & Co., Inc. November 1997 - June 1999
Oppenheimer & Co., Inc. June 1996 - November 1997
Oppenheimer & Co., Inc. May 1994 - June 1996
Skills
SIEM, Policy, Proxy, Firewalls, VPN, Security Policy, IDS, Project Management, Auditing, WiFi, Information Security..., Information Security, Disaster Recovery, Security, CISSP, Infrastructure, IT Strategy, IT Audit, Data Center, IT Management, Networking, Network Security, Vulnerability Management, Computer Security, Business Continuity, Checkpoint, Enterprise Software, Governance
Education
Iona College 1991 — 1997
BA, Computer Science
Rockland Community College 1990 — 1991
AA, Computer Science
Jefferies & Company December 2010 - Present
Jefferies & Company October 2006 - December 2010
Mithril Technology January 2006 - October 2006
CIBC March 2004 - December 2005
CIBC World Markets February 2002 - March 2004
CIBC World Markets August 2000 - February 2002
CIBC World Markets June 1999 - August 2000
Oppenheimer & Co., Inc. November 1997 - June 1999
Oppenheimer & Co., Inc. June 1996 - November 1997
Oppenheimer & Co., Inc. May 1994 - June 1996
Skills
SIEM, Policy, Proxy, Firewalls, VPN, Security Policy, IDS, Project Management, Auditing, WiFi, Information Security..., Information Security, Disaster Recovery, Security, CISSP, Infrastructure, IT Strategy, IT Audit, Data Center, IT Management, Networking, Network Security, Vulnerability Management, Computer Security, Business Continuity, Checkpoint, Enterprise Software, Governance
Education
Iona College 1991 — 1997
BA, Computer Science
Rockland Community College 1990 — 1991
AA, Computer Science
Joseph C. Chang's Oppenheimer & Co. Inc. Experience April 2010 - July 2010
Job Social Business Manager, Certified Usability Analyst, Certified Social Marketing Associate, Prudential Financial, Inc.
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Prudential Financial June 2011 - September 2013
Goldman Sachs October 2010 - March 2011
David Yum Architects August 2010 - October 2010
Oppenheimer & Co. Inc. April 2010 - July 2010
Morgan Stanley October 2000 - January 2010
TD Ameritrade October 1998 - October 2000
TD Ameritrade February 1996 - October 1998
Skills
Financial Markets, Usability, Information Architecture, Content Management, Email Marketing, Web Analytics, SEO, Paper Prototyping, Writing For The Web, HTML, JavaScript, CSS, Adobe Acrobat, Photoshop Elements, Illustrator, Dreamweaver, Camtasia, Visio, WebTrends, Google Analytics, Documentum, Series 7, Series 63, Competitive Analysis, Integrated Marketing, Project Management, Online Marketing, Alternative Investments, Web Design, CRM, Analytics, E-commerce, Digital Strategy, Direct Marketing, Marketing, Strategy, Marketing Management, Content Strategy, Social Media, Corporate Branding, Salesforce.com, Mobile Devices, Web Content Management, Leadership
Education
University of Rochester
BA, Economics
Prudential Financial September 2013 - Present
Prudential Financial June 2011 - September 2013
Goldman Sachs October 2010 - March 2011
David Yum Architects August 2010 - October 2010
Oppenheimer & Co. Inc. April 2010 - July 2010
Morgan Stanley October 2000 - January 2010
TD Ameritrade October 1998 - October 2000
TD Ameritrade February 1996 - October 1998
Skills
Financial Markets, Usability, Information Architecture, Content Management, Email Marketing, Web Analytics, SEO, Paper Prototyping, Writing For The Web, HTML, JavaScript, CSS, Adobe Acrobat, Photoshop Elements, Illustrator, Dreamweaver, Camtasia, Visio, WebTrends, Google Analytics, Documentum, Series 7, Series 63, Competitive Analysis, Integrated Marketing, Project Management, Online Marketing, Alternative Investments, Web Design, CRM, Analytics, E-commerce, Digital Strategy, Direct Marketing, Marketing, Strategy, Marketing Management, Content Strategy, Social Media, Corporate Branding, Salesforce.com, Mobile Devices, Web Content Management, Leadership
Education
University of Rochester
BA, Economics
Jim Scheinberg's Oppenheimer & Co. Inc. Experience February 1994 - October 2008
Job Managing Partner at North Pier Fiduciary Management
Industry Financial Services
Experience
North Pier Fiduciary Management October 2008 - Present
RBMA 2014 - 2015
Oppenheimer & Co., Inc. February 1994 - October 2008
CIBC Oppenheimer April 1997 - January 2003
Smith Barney Harris Upham April 1992 - February 1994
Skills
Compliance, Benchmarking, Corporate Governance, 401k, Investments, advisor search, Expert Witness, DOL, Asset Management, Retirement Planning, Strategic Financial..., Securities, Asset Allocation, Financial Advisory, Due Diligence, Management, Mutual Funds, Employee Benefits, Finance, Strategic Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2006
AIFA®, Fuduciary Studies
University of Pennsylvania - The Wharton School 2000 — 2001
CIMA, Institutional Investment Consulting
University of California, Los Angeles 1987 — 1991
Political Science
North Pier Fiduciary Management October 2008 - Present
RBMA 2014 - 2015
Oppenheimer & Co., Inc. February 1994 - October 2008
CIBC Oppenheimer April 1997 - January 2003
Smith Barney Harris Upham April 1992 - February 1994
Skills
Compliance, Benchmarking, Corporate Governance, 401k, Investments, advisor search, Expert Witness, DOL, Asset Management, Retirement Planning, Strategic Financial..., Securities, Asset Allocation, Financial Advisory, Due Diligence, Management, Mutual Funds, Employee Benefits, Finance, Strategic Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2006
AIFA®, Fuduciary Studies
University of Pennsylvania - The Wharton School 2000 — 2001
CIMA, Institutional Investment Consulting
University of California, Los Angeles 1987 — 1991
Political Science
Dan Garrick's Oppenheimer & Co. Inc. Experience 1989 - 1991
Job Vice President at Young Innovations, Inc.
Industry Medical Devices
Experience
Young Innovations, Inc. August 1999 - Present
Chapter One Organics 2006 - 2009
Dewar Sloan 1993 - 1998
Oppenheimer & Co., Inc. 1989 - 1991
Skills
Strategic Planning, Product Development, New Business Development, Medical Devices, Marketing Strategy, Business Development, Management, Team Building, Dentistry, Account Management, Forecasting, Market Research, Sales, Strategy, Sales Operations, Marketing, Sales Management, Cross-functional Team..., Product Marketing, B2B, Business Strategy, Competitive Analysis, Leadership, Product Launch, Product Management, Sales Process
Education
Dartmouth College 1985 — 1989
Bachelor's degree, Political Science and Government
Young Innovations, Inc. August 1999 - Present
Chapter One Organics 2006 - 2009
Dewar Sloan 1993 - 1998
Oppenheimer & Co., Inc. 1989 - 1991
Skills
Strategic Planning, Product Development, New Business Development, Medical Devices, Marketing Strategy, Business Development, Management, Team Building, Dentistry, Account Management, Forecasting, Market Research, Sales, Strategy, Sales Operations, Marketing, Sales Management, Cross-functional Team..., Product Marketing, B2B, Business Strategy, Competitive Analysis, Leadership, Product Launch, Product Management, Sales Process
Education
Dartmouth College 1985 — 1989
Bachelor's degree, Political Science and Government
Robert Burleigh's Oppenheimer & Co. Inc. Experience June 2008 - October 2013
Job Finanacial Advisor
Industry Financial Services
Experience
UBS April 2015 - Present
FactSet May 2014 - April 2015
Oppenheimer & Co., Inc June 2008 - October 2013
Oppenheimer & Co. Inc. June 2006 - June 2008
Oppenheimer & Co. Inc. July 2004 - January 2006
Oppenheimer & Co. Inc. September 1998 - July 2003
Education
Leonard N. Stern School of Business 2009 — 2012
M.B.A
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science (BS)
UBS April 2015 - Present
FactSet May 2014 - April 2015
Oppenheimer & Co., Inc June 2008 - October 2013
Oppenheimer & Co. Inc. June 2006 - June 2008
Oppenheimer & Co. Inc. July 2004 - January 2006
Oppenheimer & Co. Inc. September 1998 - July 2003
Education
Leonard N. Stern School of Business 2009 — 2012
M.B.A
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science (BS)
Damon Chinn's Oppenheimer & Co. Inc. Experience September 2007 - May 2010
Job Registered Sales Associate
Industry Financial Services
Experience
JPMorgan Securities LLC November 2011 - Present
Oppenheimer & Co., Inc. September 2007 - May 2010
RBC Dain Rauscher August 2000 - September 2007
Education
University of California, Irvine 1997 — 2000
JPMorgan Securities LLC November 2011 - Present
Oppenheimer & Co., Inc. September 2007 - May 2010
RBC Dain Rauscher August 2000 - September 2007
Education
University of California, Irvine 1997 — 2000
Maggie Schiffer's Oppenheimer & Co. Inc. Experience March 2009 - August 2010
Job Securities Compliance Management
Industry Financial Services
Experience
Securities Compliance Management May 2015 - Present
Morgan Stanley Wealth Management September 2012 - April 2015
Barclays August 2010 - April 2012
Oppenheimer & Co. Inc March 2009 - August 2010
Stanford Group Company January 2006 - February 2009
Bear, Stearns & Co. Inc January 2001 - September 2004
Deutsche Bank Alex Brown April 2000 - September 2004
Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management
Education
Clark University 1995 — 1999
Bachelor of Arts, Management
Securities Compliance Management May 2015 - Present
Morgan Stanley Wealth Management September 2012 - April 2015
Barclays August 2010 - April 2012
Oppenheimer & Co. Inc March 2009 - August 2010
Stanford Group Company January 2006 - February 2009
Bear, Stearns & Co. Inc January 2001 - September 2004
Deutsche Bank Alex Brown April 2000 - September 2004
Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management
Education
Clark University 1995 — 1999
Bachelor of Arts, Management
Justin Seconi's Oppenheimer & Co. Inc. Experience June 2008 - November 2010
Job Manager, Investor Profiles at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2015 - Present
Bloomberg Government February 2013 - April 2015
Bloomberg May 2010 - February 2013
Oppenheimer & Co., Inc. June 2008 - November 2010
Oppenheimer & Co September 2007 - October 2009
Mt. Sinai 2006 - 2007
Skills
Bloomberg, Equity Research, Valuation, Bloomberg Terminal, Pharmaceutical Industry, Business Development, Financial Analysis, Medical Devices, Management, Product Development, Equities, Healthcare, Account Management, Marketing Strategy, Competitive Intelligence, Strategic Planning, Biotechnology, Sales, Healthcare Analytics, Healthcare Consulting, Biotechnology Industry, Strategic Sales..., Data Management
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Marketing, Entrepreneurship
Colgate University 2001 — 2005
Bachelor of the Arts, Biology
Bloomberg LP April 2015 - Present
Bloomberg Government February 2013 - April 2015
Bloomberg May 2010 - February 2013
Oppenheimer & Co., Inc. June 2008 - November 2010
Oppenheimer & Co September 2007 - October 2009
Mt. Sinai 2006 - 2007
Skills
Bloomberg, Equity Research, Valuation, Bloomberg Terminal, Pharmaceutical Industry, Business Development, Financial Analysis, Medical Devices, Management, Product Development, Equities, Healthcare, Account Management, Marketing Strategy, Competitive Intelligence, Strategic Planning, Biotechnology, Sales, Healthcare Analytics, Healthcare Consulting, Biotechnology Industry, Strategic Sales..., Data Management
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Marketing, Entrepreneurship
Colgate University 2001 — 2005
Bachelor of the Arts, Biology
Cindy Ho-Lui's Oppenheimer & Co. Inc. Experience August 1995 - August 1997
Job Director, Freshman Services and College Advisement at Kingsborough Community College
Industry Higher Education
Experience
Kingsborough Community College June 1999 - Present
New York University, College of Arts & Science August 1997 - June 1999
Baruch College, CUNY August 1998 - May 1999
Oppenheimer & Co., Inc. August 1995 - August 1997
Education
New York University 1997 — 1999
State University of New York College at Oneonta 1991 — 1995
BS, Business Economics
Kingsborough Community College June 1999 - Present
New York University, College of Arts & Science August 1997 - June 1999
Baruch College, CUNY August 1998 - May 1999
Oppenheimer & Co., Inc. August 1995 - August 1997
Education
New York University 1997 — 1999
State University of New York College at Oneonta 1991 — 1995
BS, Business Economics
Kathleen Y. Colin's Oppenheimer & Co. Inc. Experience April 2013 - Present
Job DirectorInvestments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2013 - Present
ICAP May 2004 - October 2012
Prudential Financial September 1992 - April 2004
Skills
Securities, Financial Services, Investment Strategies, Investments, Asset Allocation, Fixed Income Strategies, Wealth Management...
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Marketing
University of Michigan Business School
Bachelor of Business Administration (BBA), Marketing
Oppenheimer & Co. Inc. April 2013 - Present
ICAP May 2004 - October 2012
Prudential Financial September 1992 - April 2004
Skills
Securities, Financial Services, Investment Strategies, Investments, Asset Allocation, Fixed Income Strategies, Wealth Management...
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Marketing
University of Michigan Business School
Bachelor of Business Administration (BBA), Marketing
Andrew F. Kaminsky's Oppenheimer & Co. Inc. Experience March 2004 - July 2009
Job Senior Vice President Strategic Initiatives at Cobham
Industry Semiconductors
Experience
Cobham September 2014 - Present
GLS Memorial Fund October 2001 - Present
Aeroflex March 2010 - September 2014
EasyLink Services - now a part of OpenText July 2009 - March 2010
Oppenheimer & Co. Inc. March 2004 - July 2009
CIBC World Markets March 1995 - December 2002
PaineWebber June 1994 - February 1995
Ernst & Young June 1990 - September 1992
Skills
Mergers, Investment Banking, Mergers & Acquisitions, Investor Relations, Corporate Development, Management, Private Equity, Start-ups, Executive Management, Investments, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Strategy, Capital Markets
Education
University of Michigan 1986 — 1990
Accounting
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance & Management
Cobham September 2014 - Present
GLS Memorial Fund October 2001 - Present
Aeroflex March 2010 - September 2014
EasyLink Services - now a part of OpenText July 2009 - March 2010
Oppenheimer & Co. Inc. March 2004 - July 2009
CIBC World Markets March 1995 - December 2002
PaineWebber June 1994 - February 1995
Ernst & Young June 1990 - September 1992
Skills
Mergers, Investment Banking, Mergers & Acquisitions, Investor Relations, Corporate Development, Management, Private Equity, Start-ups, Executive Management, Investments, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Strategy, Capital Markets
Education
University of Michigan 1986 — 1990
Accounting
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance & Management
Nicholas Smith's Oppenheimer & Co. Inc. Experience 2008 - 2010
Job Consumer/Retail Equity Research
Industry Investment Management
Experience
Point72 Asset Management, L.P. October 2011 - Present
Morgan Stanley March 2010 - October 2011
Oppenheimer & Co. Inc. 2008 - 2010
JPMorgan 2007 - 2008
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Portfolio Management, Emerging Markets
Education
University of Miami 2003 — 2007
BBA, Finance
Point72 Asset Management, L.P. October 2011 - Present
Morgan Stanley March 2010 - October 2011
Oppenheimer & Co. Inc. 2008 - 2010
JPMorgan 2007 - 2008
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Portfolio Management, Emerging Markets
Education
University of Miami 2003 — 2007
BBA, Finance
Schaff, Gregory's Oppenheimer & Co. Inc. Experience October 2006 - Present
Job Complex Manager/Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer and Company, Inc. October 2006 - Present
Oppenheimer & Co. Inc. October 2006 - Present
Skills
Wealth Management..., Investment Strategies, Relationship Management
Education
University of Missouri-Columbia 1982 — 1986
Bachelor's Degree, Finance, General
Oppenheimer and Company, Inc. October 2006 - Present
Oppenheimer & Co. Inc. October 2006 - Present
Skills
Wealth Management..., Investment Strategies, Relationship Management
Education
University of Missouri-Columbia 1982 — 1986
Bachelor's Degree, Finance, General
Sam Chiang's Oppenheimer & Co. Inc. Experience 1995 - 1996
Job Sr. Sybase DBA at Investment technology Group
Industry Financial Services
Experience
Investment technology Group Sybase DBAInvestment Technology Group
ITG 2001 - 2009
Oppenheimer & Co., Inc. 1995 - 1996
Education
Queens College 1985 — 1987
Investment technology Group Sybase DBAInvestment Technology Group
ITG 2001 - 2009
Oppenheimer & Co., Inc. 1995 - 1996
Education
Queens College 1985 — 1987
Nancy Simmons's Oppenheimer & Co. Inc. Experience April 1991 - June 1994
Job Management Consultant M&A, Private Equity and Financial Analysis
Industry Financial Services
Experience
Self-employed October 2001 - Present
Thomas Weisel Partners, LLC April 2000 - September 2001
JP Morgan & Co., Inc. June 1996 - April 2000
Oppenheimer & Co., Inc. April 1991 - June 1994
Ernst & Young May 1990 - February 1991
Skills
Mergers & Acquisitions, Financial Analysis, Private Equity, Equities, Financial Advisory, Financial Modeling, Corporate Finance, Mergers, Valuation, Management, Due Diligence, Project Management, Investment Banking
Education
The Johns Hopkins University School of Advanced International Studies 1995 — 1997
MA International Economics, Economics and Latin American Studies
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Berkeley 1985 — 1989
BA, Social Sciences
Self-employed October 2001 - Present
Thomas Weisel Partners, LLC April 2000 - September 2001
JP Morgan & Co., Inc. June 1996 - April 2000
Oppenheimer & Co., Inc. April 1991 - June 1994
Ernst & Young May 1990 - February 1991
Skills
Mergers & Acquisitions, Financial Analysis, Private Equity, Equities, Financial Advisory, Financial Modeling, Corporate Finance, Mergers, Valuation, Management, Due Diligence, Project Management, Investment Banking
Education
The Johns Hopkins University School of Advanced International Studies 1995 — 1997
MA International Economics, Economics and Latin American Studies
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Berkeley 1985 — 1989
BA, Social Sciences
Kai Rui Yak's Oppenheimer & Co. Inc. Experience January 2008 - Present
Job Analyst at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. January 2008 - Present
CIBC World Markets July 2006 - December 2007
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
Oppenheimer & Co. Inc. January 2008 - Present
CIBC World Markets July 2006 - December 2007
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
Emily Allen's Oppenheimer & Co. Inc. Experience March 2009 - May 2010
Job Portfolio Advisor at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management July 2015 - Present
Posey Capital Management August 2011 - June 2015
Brennan Financial Services May 2010 - April 2011
Oppenheimer & Co., Inc. March 2009 - May 2010
Rosen Systems, Inc. November 2005 - April 2008
Travis Mitchell Auctions August 2000 - October 2005
Education
The University of Texas at Dallas 2004 — 2007
Bachelor's degree, Economics and Finance
Buckingham Asset Management July 2015 - Present
Posey Capital Management August 2011 - June 2015
Brennan Financial Services May 2010 - April 2011
Oppenheimer & Co., Inc. March 2009 - May 2010
Rosen Systems, Inc. November 2005 - April 2008
Travis Mitchell Auctions August 2000 - October 2005
Education
The University of Texas at Dallas 2004 — 2007
Bachelor's degree, Economics and Finance
Chris Belfiore's Oppenheimer & Co. Inc. Experience June 2008 - July 2010
Job Director at UBS IB Equity Research
Industry Research
Experience
UBS Investment Bank July 2014 - Present
Nomura Securities Intl. July 2010 - July 2014
Oppenheimer & Co. Inc June 2008 - July 2010
Lehman Brothers July 2006 - March 2008
Skills
Equities, Financial Analysis, Bloomberg, Financial Modeling
Education
Lafayette College 1996 — 2000
UBS Investment Bank July 2014 - Present
Nomura Securities Intl. July 2010 - July 2014
Oppenheimer & Co. Inc June 2008 - July 2010
Lehman Brothers July 2006 - March 2008
Skills
Equities, Financial Analysis, Bloomberg, Financial Modeling
Education
Lafayette College 1996 — 2000
Joseph A. Vaccaro's Oppenheimer & Co. Inc. Experience December 2009 - October 2010
Job Senior Financial Analyst at Study Group
Industry Education Management
Experience
Study Group May 2015 - Present
Study Group August 2014 - May 2015
Capitol Petroleum Group, LLC July 2011 - August 2014
Capitol Petroleum Group, LLC November 2012 - August 2013
Capitol Petroleum Group, LLC July 2011 - November 2012
Pershing May 2011 - June 2011
Fusion Analytics Investment Partners October 2010 - April 2011
Oppenheimer & Co. Inc December 2009 - October 2010
Wells Fargo Advisors (Formerly Wachovia Securities) August 2008 - July 2009
First Republic Group/Dawson James Securities October 2007 - August 2008
Skills
Microsoft Excel, Process Improvement, Management, Analysis, Contract Negotiation, Account Management, Accounting, Project Management, Forecasting
Education
Pace University 2004 — 2008
Bachelor, Business Administration; Finance
Freehold High School 2000 — 2004
Study Group May 2015 - Present
Study Group August 2014 - May 2015
Capitol Petroleum Group, LLC July 2011 - August 2014
Capitol Petroleum Group, LLC November 2012 - August 2013
Capitol Petroleum Group, LLC July 2011 - November 2012
Pershing May 2011 - June 2011
Fusion Analytics Investment Partners October 2010 - April 2011
Oppenheimer & Co. Inc December 2009 - October 2010
Wells Fargo Advisors (Formerly Wachovia Securities) August 2008 - July 2009
First Republic Group/Dawson James Securities October 2007 - August 2008
Skills
Microsoft Excel, Process Improvement, Management, Analysis, Contract Negotiation, Account Management, Accounting, Project Management, Forecasting
Education
Pace University 2004 — 2008
Bachelor, Business Administration; Finance
Freehold High School 2000 — 2004
Michael K. Jones, CFP®'s Oppenheimer & Co. Inc. Experience March 2009 - July 2009
Job Principal Review Desk Manager at Wunderlich Securities, Inc.
Industry Investment Management
Experience
Wunderlich Securities, Inc. November 2009 - Present
Oppenheimer & Co., Inc. March 2009 - July 2009
Stanford Group Company 2005 - 2009
Skills
Series 24, Series 7, Securities, FINRA, Options, Financial Services, Investments, Equities, Wealth Management, Mutual Funds, Portfolio Management
Education
Christian Brothers University 2003 — 2004
Executive Certificate in Financial Planning, Financial Planning
University of Tennessee-Knoxville 1982 — 1988
Bachelor of Arts
Wunderlich Securities, Inc. November 2009 - Present
Oppenheimer & Co., Inc. March 2009 - July 2009
Stanford Group Company 2005 - 2009
Skills
Series 24, Series 7, Securities, FINRA, Options, Financial Services, Investments, Equities, Wealth Management, Mutual Funds, Portfolio Management
Education
Christian Brothers University 2003 — 2004
Executive Certificate in Financial Planning, Financial Planning
University of Tennessee-Knoxville 1982 — 1988
Bachelor of Arts
Melissa Cherry's Oppenheimer & Co. Inc. Experience September 1994 - September 1996
Job Financial Representative with White Rhino Fin.
Industry Financial Services
Experience
SER Jobs for Progress Houston November 2014 - Present
White Rhino Financial September 2011 - Present
One.org 2004 - Present
MKC Promotions 1994 - November 2011
Wachovia Securities LLC September 1996 - November 2004
Oppenheimer & Co., Inc September 1994 - September 1996
Public News, Inc July 1990 - September 1994
Fitzgerald's September 1987 - May 1990
University of Missouri-Columbia 1979 - 1981
Florida State University 1977 - 1978
Skills
Strategic Planning, Strategic Financial..., Public Speaking, Event Planning, Executive Support, Social Media, Budgets, Management, Team Building, Fundraising, Sales, Event Management, Radio, Music, Microsoft Office, Business Planning, Time Management, Research, Recruiting, Entertainment
Education
Florida State University
Mass Communication
Leon High School
University of Missouri-Columbia
SER Jobs for Progress Houston November 2014 - Present
White Rhino Financial September 2011 - Present
One.org 2004 - Present
MKC Promotions 1994 - November 2011
Wachovia Securities LLC September 1996 - November 2004
Oppenheimer & Co., Inc September 1994 - September 1996
Public News, Inc July 1990 - September 1994
Fitzgerald's September 1987 - May 1990
University of Missouri-Columbia 1979 - 1981
Florida State University 1977 - 1978
Skills
Strategic Planning, Strategic Financial..., Public Speaking, Event Planning, Executive Support, Social Media, Budgets, Management, Team Building, Fundraising, Sales, Event Management, Radio, Music, Microsoft Office, Business Planning, Time Management, Research, Recruiting, Entertainment
Education
Florida State University
Mass Communication
Leon High School
University of Missouri-Columbia
jack mcguire's Oppenheimer & Co. Inc. Experience General CounselDH Blair & Co inc1995 - 1998
Job Deputy General Counsel at Oppenheimer & Co. Inc
Industry Financial Services
Experience
Oppenheimer & Co. Inc General CounselDH Blair & Co inc1995 - 1998
EF Hutton 1983 - 1986
Kings county District Attorney 1978 - 1983
Education
New York Law School 1976 — 1980
St. Joseph's College 1972 — 1976
BA, English
Oppenheimer & Co. Inc General CounselDH Blair & Co inc1995 - 1998
EF Hutton 1983 - 1986
Kings county District Attorney 1978 - 1983
Education
New York Law School 1976 — 1980
St. Joseph's College 1972 — 1976
BA, English
Jason Friedman's Oppenheimer & Co. Inc. Experience August 2015 - Present
Job Investment Banking Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2015 - Present
Oppenheimer & Co. Inc. June 2014 - July 2015
BDO USA, LLP October 2011 - May 2014
BDO Seidman, LLP June 2009 - October 2011
BDO USA, LLP May 2008 - August 2008
Skills
Restructuring, Bankruptcy, Litigation Support, Due Diligence, Forensic Accounting, Accounting, Courts, Financial Accounting, Corporate Finance, SEC filings, Financial Reporting
Education
University of Michigan 2005 — 2009
Oppenheimer & Co. Inc. August 2015 - Present
Oppenheimer & Co. Inc. June 2014 - July 2015
BDO USA, LLP October 2011 - May 2014
BDO Seidman, LLP June 2009 - October 2011
BDO USA, LLP May 2008 - August 2008
Skills
Restructuring, Bankruptcy, Litigation Support, Due Diligence, Forensic Accounting, Accounting, Courts, Financial Accounting, Corporate Finance, SEC filings, Financial Reporting
Education
University of Michigan 2005 — 2009
Daniel Alpert's Oppenheimer & Co. Inc. Experience August 1989 - June 1995
Job Managing Partner at Westwood Capital, LLC; Fellow in Economics at The Century Foundation; Author/Media Commentator
Industry Investment Banking
Experience
The Century Foundation January 2012 - Present
Westwood Capital, LLC April 1995 - Present
Oppenheimer & Co., Inc August 1989 - June 1995
Skills
Structured Finance, Private Placements, Private Equity
Education
University of Pennsylvania 1976 — 1980
BS, Public Policy
The Century Foundation January 2012 - Present
Westwood Capital, LLC April 1995 - Present
Oppenheimer & Co., Inc August 1989 - June 1995
Skills
Structured Finance, Private Placements, Private Equity
Education
University of Pennsylvania 1976 — 1980
BS, Public Policy
Joanne Huey's Oppenheimer & Co. Inc. Experience February 1999 - June 2015
Job Ameritas Investment Corp.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc February 1999 - June 2015
Education
Benedictine College 1984 — 1988
Liberal Arts, Sociology of Health Care and Aging
Oppenheimer & Co. Inc February 1999 - June 2015
Education
Benedictine College 1984 — 1988
Liberal Arts, Sociology of Health Care and Aging
Carol Lee Hayon's Oppenheimer & Co. Inc. Experience August 2005 - April 2007
Job Executive Assistant at Ironwood Pharmaceuticals
Industry Biotechnology
Experience
Ironwood Pharmaceuticals June 2011 - Present
Cubist Pharmaceuticals January 2011 - June 2011
Biogen Idec April 2007 - January 2011
Oppenheimer & Co. Inc. August 2005 - April 2007
Skills
Biotechnology, Pharmaceutical Industry
Education
Suffolk University
University of Massachusetts Boston
University of Massachusetts Boston
Ironwood Pharmaceuticals June 2011 - Present
Cubist Pharmaceuticals January 2011 - June 2011
Biogen Idec April 2007 - January 2011
Oppenheimer & Co. Inc. August 2005 - April 2007
Skills
Biotechnology, Pharmaceutical Industry
Education
Suffolk University
University of Massachusetts Boston
University of Massachusetts Boston
Dilda Dalvi's Oppenheimer & Co. Inc. Experience March 2009 - June 2009
Job Client associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - May 2015
Wells Fargo Advisors June 2013 - June 2014
Oppenheimer & Co. Inc March 2009 - June 2009
Stanford Group Company June 2006 - February 2009
Legg Mason August 2004 - June 2006
DSQ Software 1999 - 2000
Hutchison Max Telecom (MaxTouch/Orange) 1997 - 1999
Skills
FINRA, Series 7, Series 63, Securities, Equities, Asset Managment, Investments, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Telecommunications, Customer Service..., Financial Services, Financial Advisory, Management, Asset Management, Risk Management
Education
Karnatak University 1992 — 1994
B.Com, Accounting and Economics
Gogte College of Commerce
B.Com, Economics & Accounting
Wells Fargo Advisors October 2014 - May 2015
Wells Fargo Advisors June 2013 - June 2014
Oppenheimer & Co. Inc March 2009 - June 2009
Stanford Group Company June 2006 - February 2009
Legg Mason August 2004 - June 2006
DSQ Software 1999 - 2000
Hutchison Max Telecom (MaxTouch/Orange) 1997 - 1999
Skills
FINRA, Series 7, Series 63, Securities, Equities, Asset Managment, Investments, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Telecommunications, Customer Service..., Financial Services, Financial Advisory, Management, Asset Management, Risk Management
Education
Karnatak University 1992 — 1994
B.Com, Accounting and Economics
Gogte College of Commerce
B.Com, Economics & Accounting
Craig Caban's Oppenheimer & Co. Inc. Experience June 2005 - December 2006
Job Principal Regulatory Coordinator at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority July 2011 - Present
Price Waterhouse Coopers January 2011 - April 2011
Financial Industry Regulatory Authority (FINRA) December 2006 - January 2011
Oppenheimer & Co. Inc June 2005 - December 2006
Joseph Stevens & Company, Inc August 2004 - June 2005
Skills
Finance, Auditing, Securities, Analysis, Financial Risk, Equities, Internal Controls, Hedge Funds, Accounting, Financial Services, Management, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Bachelors of Science, Finance
Financial Industry Regulatory Authority July 2011 - Present
Price Waterhouse Coopers January 2011 - April 2011
Financial Industry Regulatory Authority (FINRA) December 2006 - January 2011
Oppenheimer & Co. Inc June 2005 - December 2006
Joseph Stevens & Company, Inc August 2004 - June 2005
Skills
Finance, Auditing, Securities, Analysis, Financial Risk, Equities, Internal Controls, Hedge Funds, Accounting, Financial Services, Management, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Bachelors of Science, Finance
Matt Hickling's Oppenheimer & Co. Inc. Experience August 2005 - January 2006
Job Mortgage Loan Officer at BB&T
Industry Banking
Experience
BB&T October 2012 - Present
BB&T May 2011 - October 2012
Alpine Golf Course February 2009 - May 2011
CareerBuilder.com February 2008 - March 2009
Marriott Vacation Club International May 2007 - July 2008
Essex Temporary Services February 2006 - March 2007
Oppenheimer & Co. Inc August 2005 - January 2006
Skills
Customer Service, Sales, Loans, Mortgage Lending, Leadership, Sales Process, Finance, Credit, Accounting, Cold Calling, Marketing Strategy, Portfolio Management, Banking
Education
Appalachian State University 2001 — 2005
Business, Finance
BB&T October 2012 - Present
BB&T May 2011 - October 2012
Alpine Golf Course February 2009 - May 2011
CareerBuilder.com February 2008 - March 2009
Marriott Vacation Club International May 2007 - July 2008
Essex Temporary Services February 2006 - March 2007
Oppenheimer & Co. Inc August 2005 - January 2006
Skills
Customer Service, Sales, Loans, Mortgage Lending, Leadership, Sales Process, Finance, Credit, Accounting, Cold Calling, Marketing Strategy, Portfolio Management, Banking
Education
Appalachian State University 2001 — 2005
Business, Finance
Scott Dorsey's Oppenheimer & Co. Inc. Experience July 2009 - November 2013
Job Institutional Fixed Income Sales Professional Portfolio Management Solutions
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Oppenheimer & Co., Inc. July 2009 - November 2013
Merrill Lynch September 1998 - January 2009
Skills
Bloomberg, Investments, Series 7, Fixed Income, Bonds, Securities, Customer Relations, Series 63, Series 66, NYS Life Accident &..., Portfolio Management, Customer Service, Banking, Hedge Funds, Retirement Planning, Investment Banking
Education
Long Island University, Brooklyn Campus 1994 — 1998
BS, Marketing
Holy Trinity 1990 — 1994
Wells Fargo November 2013 - Present
Oppenheimer & Co., Inc. July 2009 - November 2013
Merrill Lynch September 1998 - January 2009
Skills
Bloomberg, Investments, Series 7, Fixed Income, Bonds, Securities, Customer Relations, Series 63, Series 66, NYS Life Accident &..., Portfolio Management, Customer Service, Banking, Hedge Funds, Retirement Planning, Investment Banking
Education
Long Island University, Brooklyn Campus 1994 — 1998
BS, Marketing
Holy Trinity 1990 — 1994
Adriana Escobar's Oppenheimer & Co. Inc. Experience September 2011 - Present
Job Senior Financial Associate at Oppenheimer & Co. Inc
Industry Financial Services
Experience
Oppenheimer & Co. Inc September 2011 - Present
Rehmann International Wealth Managers April 2010 - September 2011
Stanford Group Company December 2006 - December 2009
Banc of America Investments December 2003 - December 2005
Education
Universidad de Medellín 1978 — 1983
Business Administration, Economics, Finance, Legislation, Human Resources
Centro Educacional Femenino de Antioquia
High School Diploma
Oppenheimer & Co. Inc September 2011 - Present
Rehmann International Wealth Managers April 2010 - September 2011
Stanford Group Company December 2006 - December 2009
Banc of America Investments December 2003 - December 2005
Education
Universidad de Medellín 1978 — 1983
Business Administration, Economics, Finance, Legislation, Human Resources
Centro Educacional Femenino de Antioquia
High School Diploma
James Shea's Oppenheimer & Co. Inc. Experience September 2010 - Present
Job Director Investments Private Client Group at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2010 - Present
Wells Fargo Advisors December 2007 - September 2010
PNC Investments (Unofficial) July 2005 - December 2006
Bank of America November 2001 - June 2005
Porter Levay & Rose March 2002 - October 2002
UBS Wealth Management August 1999 - March 2002
Porter, LeVay & Rose, Inc. January 1998 - August 1999
Oppenheimer & Co. Inc. August 1997 - January 1998
Education
University of South Carolina-Columbia 1995 — 1997
Finance, Business
Monmouth University 1990 — 1991
Bachelor of Applied Science (BASc), Business Administration
Brookdale Community College
Business Administration
Oppenheimer & Co. Inc. September 2010 - Present
Wells Fargo Advisors December 2007 - September 2010
PNC Investments (Unofficial) July 2005 - December 2006
Bank of America November 2001 - June 2005
Porter Levay & Rose March 2002 - October 2002
UBS Wealth Management August 1999 - March 2002
Porter, LeVay & Rose, Inc. January 1998 - August 1999
Oppenheimer & Co. Inc. August 1997 - January 1998
Education
University of South Carolina-Columbia 1995 — 1997
Finance, Business
Monmouth University 1990 — 1991
Bachelor of Applied Science (BASc), Business Administration
Brookdale Community College
Business Administration
Dinah Petersen's Oppenheimer & Co. Inc. Experience February 1989 - March 2002
Job Fundraising Chair at RemsenburgSpeonk Elementary School PTO
Industry Nonprofit Organization Management
Experience
Remsenburg-Speonk Elementary School PTO June 2010 - June 2012
Immaculate Conception Church August 2004 - August 2010
Remsenburg-Speonk Elementary School PTA June 2008 - May 2010
Immaculate Conception Church October 2004 - May 2009
Remsenburg-Speonk Elementary School PTA June 2007 - May 2008
Remsenburg-Speonk Elementary School PTA June 2005 - May 2007
Oppenheimer & Co., Inc. February 1989 - March 2002
Prudential-Bache Investment Management January 1987 - October 1987
Skills
Microsoft Office, Word, PowerPoint, Excel, Access, Customer Relations, Customer Service, Event Management, Fundraising, Non-profits, Organizing, Administrative..., ArcGIS, Bookkeeping, Coordination, Curriculum Development, Microsoft Excel, Microsoft Word, Nonprofits
Education
Suffolk County Community College 2005 — 2008
Associate in Arts, Education - Child Study
State University of New York at Stony Brook
Bachelor of Arts, Earth Science/Education
Remsenburg-Speonk Elementary School PTO June 2010 - June 2012
Immaculate Conception Church August 2004 - August 2010
Remsenburg-Speonk Elementary School PTA June 2008 - May 2010
Immaculate Conception Church October 2004 - May 2009
Remsenburg-Speonk Elementary School PTA June 2007 - May 2008
Remsenburg-Speonk Elementary School PTA June 2005 - May 2007
Oppenheimer & Co., Inc. February 1989 - March 2002
Prudential-Bache Investment Management January 1987 - October 1987
Skills
Microsoft Office, Word, PowerPoint, Excel, Access, Customer Relations, Customer Service, Event Management, Fundraising, Non-profits, Organizing, Administrative..., ArcGIS, Bookkeeping, Coordination, Curriculum Development, Microsoft Excel, Microsoft Word, Nonprofits
Education
Suffolk County Community College 2005 — 2008
Associate in Arts, Education - Child Study
State University of New York at Stony Brook
Bachelor of Arts, Earth Science/Education
Jack Tidrick's Oppenheimer & Co. Inc. Experience June 2007 - July 2009
Job Senior Asset ManagerAgency at KeyBank
Industry Real Estate
Experience
KeyBank September 2010 - Present
KeyBank Real Estate Capital December 2009 - September 2010
Oppenheimer & Co. Inc June 2007 - July 2009
Skills
Loans, Finance, Insurance, Investments
Education
The University of Kansas 2003 — 2007
Finance
KeyBank September 2010 - Present
KeyBank Real Estate Capital December 2009 - September 2010
Oppenheimer & Co. Inc June 2007 - July 2009
Skills
Loans, Finance, Insurance, Investments
Education
The University of Kansas 2003 — 2007
Finance
Michael Shaver's Oppenheimer & Co. Inc. Experience January 2015 - Present
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
Merrill Lynch Wealth Management Division April 2011 - January 2015
Seeking Career Opportunity July 2010 - May 2011
Regions Financial Corporation April 2007 - November 2009
HomeBanc Mortgage August 2002 - April 2007
Merrill Lynch January 1998 - July 2002
Universal Forest Products November 1982 - December 1997
Skills
Mortgage Lending, Loans, Finance, Credit, Investments, Credit Analysis, Sales, Banking, Loan Origination, Financial Services, Retirement Planning, Management, Residential Mortgages, Financial Planning, Mortgage Banking, Strategic Planning
Education
University of North Carolina at Chapel Hill 1974 — 1978
BSBA, Business
Oppenheimer & Co. Inc. January 2015 - Present
Merrill Lynch Wealth Management Division April 2011 - January 2015
Seeking Career Opportunity July 2010 - May 2011
Regions Financial Corporation April 2007 - November 2009
HomeBanc Mortgage August 2002 - April 2007
Merrill Lynch January 1998 - July 2002
Universal Forest Products November 1982 - December 1997
Skills
Mortgage Lending, Loans, Finance, Credit, Investments, Credit Analysis, Sales, Banking, Loan Origination, Financial Services, Retirement Planning, Management, Residential Mortgages, Financial Planning, Mortgage Banking, Strategic Planning
Education
University of North Carolina at Chapel Hill 1974 — 1978
BSBA, Business
Faith Doyle's Oppenheimer & Co. Inc. Experience 2015 - Present
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. 2015 - Present
Novo Nordisk A/S April 2013 - December 2014
Eli Lilly and Company September 2011 - April 2013
Marquis Diagnostic Imaging February 2011 - September 2011
Asheville Surgery Center July 2010 - October 2010
Verizon Wireless April 2006 - April 2010
Verizon Wireless August 2004 - April 2006
Skills
Investments, 401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Risk Management, Securities, Wealth Management..., Wealth Preservation..., Multigenerational...
Education
Western Carolina University 2009 — 2011
MBA, Business Administration and Management, General
University of North Carolina at Asheville 2000 — 2003
BS, Biochemistry
Oppenheimer & Co. Inc. 2015 - Present
Novo Nordisk A/S April 2013 - December 2014
Eli Lilly and Company September 2011 - April 2013
Marquis Diagnostic Imaging February 2011 - September 2011
Asheville Surgery Center July 2010 - October 2010
Verizon Wireless April 2006 - April 2010
Verizon Wireless August 2004 - April 2006
Skills
Investments, 401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Risk Management, Securities, Wealth Management..., Wealth Preservation..., Multigenerational...
Education
Western Carolina University 2009 — 2011
MBA, Business Administration and Management, General
University of North Carolina at Asheville 2000 — 2003
BS, Biochemistry
Edward Schmitz's Oppenheimer & Co. Inc. Experience January 2012 - Present
Job Director Investments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2012 - Present
Skills
401k Rollovers, Retirement Plan..., Retirement Savings, Risk Management..., Securities, Tax-Efficient Strategies, Wealth Management..., Multigenerational..., Wealth-Preservation..., Capital Markets
Education
University of South Carolina-Columbia 1979 — 1983
Bachelor's degree, Finance, General
Holy Family High School 1975 — 1979
Oppenheimer & Co. Inc. January 2012 - Present
Skills
401k Rollovers, Retirement Plan..., Retirement Savings, Risk Management..., Securities, Tax-Efficient Strategies, Wealth Management..., Multigenerational..., Wealth-Preservation..., Capital Markets
Education
University of South Carolina-Columbia 1979 — 1983
Bachelor's degree, Finance, General
Holy Family High School 1975 — 1979
Rebecca Brannon's Oppenheimer & Co. Inc. Experience March 2009 - January 2011
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Oppenheimer & Co., Inc. March 2009 - January 2011
Stanford Financial Group March 2008 - February 2009
Lockwood Financial 2001 - 2007
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Equities, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Series 65, Licensed to Sell..., Alternative Investments, Investment Advisory, FINRA
Education
Richland Community College
Merrill Lynch January 2011 - Present
Oppenheimer & Co., Inc. March 2009 - January 2011
Stanford Financial Group March 2008 - February 2009
Lockwood Financial 2001 - 2007
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Equities, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Series 65, Licensed to Sell..., Alternative Investments, Investment Advisory, FINRA
Education
Richland Community College
Eric Vospette's Oppenheimer & Co. Inc. Experience 1997 - 2005
Job Financial Advisor Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - Present
H&R Block Financial Advisors 2005 - 2008
Oppenheimer & Co., Inc. 1997 - 2005
Principal Financial Securities 1992 - 1997
Education
Missouri State University 1989 — 1991
Bachelor of Science (B.S.), Finance/ Financial Management
University of Missouri-Kansas City 1987 — 1989
Finance
Ameriprise Financial Services, Inc. 2008 - Present
H&R Block Financial Advisors 2005 - 2008
Oppenheimer & Co., Inc. 1997 - 2005
Principal Financial Securities 1992 - 1997
Education
Missouri State University 1989 — 1991
Bachelor of Science (B.S.), Finance/ Financial Management
University of Missouri-Kansas City 1987 — 1989
Finance
Marie Jean-Pierre's Oppenheimer & Co. Inc. Experience June 2006 - October 2008
Job Executive Assistant
Industry Financial Services
Experience
Peace of Mind Pet Services October 2008 - Present
The AFP Group June 2014 - January 2015
Men’s Wearhouse August 2012 - January 2014
Oppenheimer & Co. Inc June 2006 - October 2008
Washington Mutual June 2005 - November 2005
Van Kampen Funds December 2002 - June 2005
Education
The University of Texas at Austin
Bachelor of Arts
College International de Cannes
Diploma
Peace of Mind Pet Services October 2008 - Present
The AFP Group June 2014 - January 2015
Men’s Wearhouse August 2012 - January 2014
Oppenheimer & Co. Inc June 2006 - October 2008
Washington Mutual June 2005 - November 2005
Van Kampen Funds December 2002 - June 2005
Education
The University of Texas at Austin
Bachelor of Arts
College International de Cannes
Diploma
Austin Tansantisuk's Oppenheimer & Co. Inc. Experience May 2007 - August 2007
Job GE Capital
Industry Banking
Experience
GE Capital July 2014 - Present
Regions Financial Corporation February 2013 - June 2014
YieldQuest May 2011 - February 2013
JP Morgan Chase March 2010 - August 2011
John Hancock Financial Network July 2009 - February 2010
Merrill Lynch May 2008 - August 2008
Oppenheimer & Co., Inc May 2007 - August 2007
Skills
Fixed Income, Bloomberg, Investments, Equities, Bloomberg Terminal, Securities, Excel, PowerPoint, Underwriting, Cash Flow Analysis, Financial Modeling
Education
Hobart and William Smith Colleges 2005 — 2009
BA, Economics
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts, Economics
GE Capital July 2014 - Present
Regions Financial Corporation February 2013 - June 2014
YieldQuest May 2011 - February 2013
JP Morgan Chase March 2010 - August 2011
John Hancock Financial Network July 2009 - February 2010
Merrill Lynch May 2008 - August 2008
Oppenheimer & Co., Inc May 2007 - August 2007
Skills
Fixed Income, Bloomberg, Investments, Equities, Bloomberg Terminal, Securities, Excel, PowerPoint, Underwriting, Cash Flow Analysis, Financial Modeling
Education
Hobart and William Smith Colleges 2005 — 2009
BA, Economics
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts, Economics
dalton shin's Oppenheimer & Co. Inc. Experience October 1993 - May 1994
Job Managing Director at PGP Capital
Industry Financial Services
Experience
PGP Capital June 2008 - Present
Bear Stearns November 1999 - March 2008
PGP Capital February 2003 - June 2005
Banc of America Securities April 1998 - November 1999
Donaldson, Lufkin & Jenrette March 1997 - March 1998
NatWest Markets May 1994 - March 1997
Oppenheimer & Co. Inc. October 1993 - May 1994
PricewaterhouseCoopers September 1991 - September 1993
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, Capital Markets, Investment Banking, Equities, Due Diligence, Valuation, Business Strategy, Venture Capital, Accounting, Auditing
Education
Wharton School, University of Pennsylvania 1987 — 1991
BSE, Accounting and Finance
PGP Capital June 2008 - Present
Bear Stearns November 1999 - March 2008
PGP Capital February 2003 - June 2005
Banc of America Securities April 1998 - November 1999
Donaldson, Lufkin & Jenrette March 1997 - March 1998
NatWest Markets May 1994 - March 1997
Oppenheimer & Co. Inc. October 1993 - May 1994
PricewaterhouseCoopers September 1991 - September 1993
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, Capital Markets, Investment Banking, Equities, Due Diligence, Valuation, Business Strategy, Venture Capital, Accounting, Auditing
Education
Wharton School, University of Pennsylvania 1987 — 1991
BSE, Accounting and Finance
Michael P. Wright's Oppenheimer & Co. Inc. Experience October 2007 - June 2011
Job Senior Compliance Officer, Series 4, 7, 8, 14, 24
Industry Capital Markets
Experience
Oppenheimer & Co. Inc October 2007 - June 2011
Bear Sterns & Co. Inc March 1998 - August 2007
Institutional Direct, Inc January 1999 - September 2002
New York Stock Exchange December 1989 - February 1998
American Stock Exchange April 1987 - December 1989
Paine Webber Incorporated May 1986 - April 1987
Paine Webber Incorporated September 1983 - May 1986
Education
Manhattan College
BS, Accounting
New York Institute of Finance
Oppenheimer & Co. Inc October 2007 - June 2011
Bear Sterns & Co. Inc March 1998 - August 2007
Institutional Direct, Inc January 1999 - September 2002
New York Stock Exchange December 1989 - February 1998
American Stock Exchange April 1987 - December 1989
Paine Webber Incorporated May 1986 - April 1987
Paine Webber Incorporated September 1983 - May 1986
Education
Manhattan College
BS, Accounting
New York Institute of Finance
Ilsa Porto's Oppenheimer & Co. Inc. Experience October 1999 - October 2011
Job Health Management and Supervision:Business Health
Industry Health, Wellness and Fitness
Experience
Porto Investigations, Inc. September 1994 - May 2015
Oppenheimer & Co., Inc. October 1999 - October 2011
Skills
Microsoft Office, Customer Service, Leadership, Management, Office Administration, Office Management, Back Office, Front Office, Research, Investigation, Business Administration, Administration, Client Relations, Client Services
Education
Palm Beach State College 2013 — 2015
Bachelor’s Degree, Supervision and Management:Health Management
Florida Atlantic University
Psychology
Palm Beach State College
Associate’s Degree, Psychology
Porto Investigations, Inc. September 1994 - May 2015
Oppenheimer & Co., Inc. October 1999 - October 2011
Skills
Microsoft Office, Customer Service, Leadership, Management, Office Administration, Office Management, Back Office, Front Office, Research, Investigation, Business Administration, Administration, Client Relations, Client Services
Education
Palm Beach State College 2013 — 2015
Bachelor’s Degree, Supervision and Management:Health Management
Florida Atlantic University
Psychology
Palm Beach State College
Associate’s Degree, Psychology
Gary Harrington's Oppenheimer & Co. Inc. Experience September 2011 - Present
Job Branch Operations Manager at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc September 2011 - Present
Skills
Wealth Management...
Education
Louisiana Tech University 1978 — 1982
Bachelor of Science - Finance, Banking, Economics, Finance
Oppenheimer & Co. Inc September 2011 - Present
Skills
Wealth Management...
Education
Louisiana Tech University 1978 — 1982
Bachelor of Science - Finance, Banking, Economics, Finance
Marohn Callins's Oppenheimer & Co. Inc. Experience January 1988 - January 1996
Job Outside Sales Loan Officer at Georgia Banking Company
Industry Real Estate
Experience
Georgia Banking Company June 2013 - Present
CALL-INS January 2005 - Present
Extend Health August 2012 - December 2012
Johnson Products Company July 2010 - April 2012
ING Investment Management January 2001 - January 2005
Compulife Investor Services Inc January 2000 - January 2001
Raymond James & Associates January 1996 - January 2000
Oppenheimer & Co. Inc January 1988 - January 1996
Dean Witter Reynolds January 1986 - January 1988
Skills
GAAP, Broker-Dealer Operations, Capital Markets, Auditing, Compliance, SEC Financial Reporting, Sarbanes-Oxley, Market Research, Account Reconciliation, Financial Analysis, Financial Reporting, Accounting, Operations Management, Risk Management, Project Management, SAP, Crystal Reports, EDI, Investment Management, Bloomberg, Dunn & Bradstreet, Microsoft Office, Corporate Budgeting, Financial Forecasting, P&L Analysis, Communication, Customer Service, Business Development, Maintaining Strong..., Portfolio Management, Asset Managment
Education
Oglethorpe University 1981 — 1985
B.A, BUSINESS ADMINISTRATION
Georgia Banking Company June 2013 - Present
CALL-INS January 2005 - Present
Extend Health August 2012 - December 2012
Johnson Products Company July 2010 - April 2012
ING Investment Management January 2001 - January 2005
Compulife Investor Services Inc January 2000 - January 2001
Raymond James & Associates January 1996 - January 2000
Oppenheimer & Co. Inc January 1988 - January 1996
Dean Witter Reynolds January 1986 - January 1988
Skills
GAAP, Broker-Dealer Operations, Capital Markets, Auditing, Compliance, SEC Financial Reporting, Sarbanes-Oxley, Market Research, Account Reconciliation, Financial Analysis, Financial Reporting, Accounting, Operations Management, Risk Management, Project Management, SAP, Crystal Reports, EDI, Investment Management, Bloomberg, Dunn & Bradstreet, Microsoft Office, Corporate Budgeting, Financial Forecasting, P&L Analysis, Communication, Customer Service, Business Development, Maintaining Strong..., Portfolio Management, Asset Managment
Education
Oglethorpe University 1981 — 1985
B.A, BUSINESS ADMINISTRATION
Shane Loughran's Oppenheimer & Co. Inc. Experience July 2012 - Present
Job Executive Assistant at Oppenheimer & Co. Inc
Industry Investment Management
Experience
Oppenheimer & Co. Inc July 2012 - Present
RVM, Inc October 2010 - June 2012
Cadillac Ranch Las Vegas May 2008 - September 2011
Education
UNLV
Communication, General
Oppenheimer & Co. Inc July 2012 - Present
RVM, Inc October 2010 - June 2012
Cadillac Ranch Las Vegas May 2008 - September 2011
Education
UNLV
Communication, General
Lakeisha Bennett's Oppenheimer & Co. Inc. Experience October 2004 - September 2006
Job Available Full Time, or Part Time
Industry Consumer Services
Experience
H&R Block December 2014 - April 2015
NYC Department of Parks & Recreation April 2013 - October 2013
Global Business Institute October 2012 - February 2013
INDEPENDENT CHILD CARE PROVIDER June 2008 - October 2011
A.L.M. LAW JOURNAL PRESS September 2007 - June 2008
OPPENHEIMER & CO. INC October 2004 - September 2006
SELF-EMPLOYED BEAUTICIAN January 2000 - September 2004
Skills
QuickBooks, Microsoft Excel, Microsoft Word
Education
Global Business Institute 2011 — 2013
H&R Block December 2014 - April 2015
NYC Department of Parks & Recreation April 2013 - October 2013
Global Business Institute October 2012 - February 2013
INDEPENDENT CHILD CARE PROVIDER June 2008 - October 2011
A.L.M. LAW JOURNAL PRESS September 2007 - June 2008
OPPENHEIMER & CO. INC October 2004 - September 2006
SELF-EMPLOYED BEAUTICIAN January 2000 - September 2004
Skills
QuickBooks, Microsoft Excel, Microsoft Word
Education
Global Business Institute 2011 — 2013
Fran Kerhulas's Oppenheimer & Co. Inc. Experience August 2012 - Present
Job Area Operations Manager at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2012 - Present
Morgan Stanley Wealth Management January 2010 - October 2012
Smith Barney September 1987 - October 2012
Education
University of South Carolina Upstate 1981 — 1983
Bachelor of Science (BS), Economics / Finance
Furman University 1978 — 1980
Piano Performance
Oppenheimer & Co. Inc. August 2012 - Present
Morgan Stanley Wealth Management January 2010 - October 2012
Smith Barney September 1987 - October 2012
Education
University of South Carolina Upstate 1981 — 1983
Bachelor of Science (BS), Economics / Finance
Furman University 1978 — 1980
Piano Performance
Darlene Bernard's Oppenheimer & Co. Inc. Experience 1983 - 1985
Job President at Bernard Associates
Industry Design
Experience
Bernard Associates 1997 - Present
BankAtlantic 1992 - 1993
BankAtlantic 1991 - 1992
BankAtlantic 1988 - 1990
BankAtlantic 1985 - 1987
Oppenheimer & Co. Inc 1983 - 1985
To be continued 1970 - 1983
Skills
To be continued.......
Education
University of Florida 1969 — 1972
Bernard Associates 1997 - Present
BankAtlantic 1992 - 1993
BankAtlantic 1991 - 1992
BankAtlantic 1988 - 1990
BankAtlantic 1985 - 1987
Oppenheimer & Co. Inc 1983 - 1985
To be continued 1970 - 1983
Skills
To be continued.......
Education
University of Florida 1969 — 1972
Nitin Sheth's Oppenheimer & Co. Inc. Experience 1984 - 1999
Job Tax Director, Hedge Funds & Private Equity Funds at McGladrey
Industry Accounting
Experience
McGladrey May 2007 - Present
Deloitte 1999 - 2004
Oppenheimer & Co. Inc. 1984 - 1999
PwC 1979 - 1984
Skills
Partnership Taxation, Hedge Fund Tax, Private Equity Fund Tax, Corporate Tax
Education
University of Florida 1973 — 1974
Master of Business Administration (M.B.A.), Accounting and Finance
University of Mumbai 1967 — 1971
Bachelor's Degree, Accounting and Business/Management
McGladrey May 2007 - Present
Deloitte 1999 - 2004
Oppenheimer & Co. Inc. 1984 - 1999
PwC 1979 - 1984
Skills
Partnership Taxation, Hedge Fund Tax, Private Equity Fund Tax, Corporate Tax
Education
University of Florida 1973 — 1974
Master of Business Administration (M.B.A.), Accounting and Finance
University of Mumbai 1967 — 1971
Bachelor's Degree, Accounting and Business/Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS