Oppenheimer and Co.
Industry: Investment banking company
DescriptionOppenheimer Holdings is an American multinational independent investment bank and financial services company offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide. AUM: $25.3 billion (2013) Headquarters: New York City, NY CEO: Albert G. Lowenthal (1985–) Subsidiaries: Oppenheimer Investments Asia Limited,
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Oppenheimer and Co. Employees
Employee
Years
Job
Industry
Bailey Robinson IV Bailey Robinson IV's Oppenheimer and Co. Experience January 2005 - January 2006
Job CEO of Birdkage, llc
Industry Textiles
Experience
birdkage January 2012 - Present
Robinson Holdings, LLC January 2008 - Present
Centurion Real Estate Partners, LLC March 2010 - January 2012
Titanium Construction Corporation January 2007 - December 2009
Alumaline, Inc March 2006 - January 2007
Oppenheimer and Co January 2005 - January 2006
Skills
Asset Managment, Investments, Contract Negotiation, Negotiation, Budgets, Mortgage Lending, Risk Management, Sales, Financial Modeling, Business Development, New Business Development, Valuation, Portfolio Management, Strategic Financial..., Team Building, Marketing, Project Planning, Finance, Construction
Education
Belmont University
Bachelor of Science, Business Administration
New York Real Estate Institute
New York University
Project and Contruction Managment
birdkage January 2012 - Present
Robinson Holdings, LLC January 2008 - Present
Centurion Real Estate Partners, LLC March 2010 - January 2012
Titanium Construction Corporation January 2007 - December 2009
Alumaline, Inc March 2006 - January 2007
Oppenheimer and Co January 2005 - January 2006
Skills
Asset Managment, Investments, Contract Negotiation, Negotiation, Budgets, Mortgage Lending, Risk Management, Sales, Financial Modeling, Business Development, New Business Development, Valuation, Portfolio Management, Strategic Financial..., Team Building, Marketing, Project Planning, Finance, Construction
Education
Belmont University
Bachelor of Science, Business Administration
New York Real Estate Institute
New York University
Project and Contruction Managment
Arvind Rajamohan Arvind Rajamohan's Oppenheimer and Co. Experience February 2007 - March 2012
Job Hedge Fund Analyst
Industry Financial Services
Experience
J. Goldman & Co., L.P. April 2014 - Present
Stifel Financial Corp. March 2012 - March 2014
Oppenheimer and Co. February 2007 - March 2012
CIBC Wealth Management December 2006 - January 2008
Cardinal Health August 2005 - August 2006
Cardinal Health 2004 - 2006
Procter & Gamble 2003 - 2003
Skills
Equity Research, Finance, Equities, Strategy, Capital Markets, Financial Modeling, Valuation, Equity Valuation, Investment Banking, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Series 7
Education
The Ohio State University 2000 — 2004
The Ohio State University Fisher College of Business 2000 — 2004
BSBA, Finance
J. Goldman & Co., L.P. April 2014 - Present
Stifel Financial Corp. March 2012 - March 2014
Oppenheimer and Co. February 2007 - March 2012
CIBC Wealth Management December 2006 - January 2008
Cardinal Health August 2005 - August 2006
Cardinal Health 2004 - 2006
Procter & Gamble 2003 - 2003
Skills
Equity Research, Finance, Equities, Strategy, Capital Markets, Financial Modeling, Valuation, Equity Valuation, Investment Banking, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Series 7
Education
The Ohio State University 2000 — 2004
The Ohio State University Fisher College of Business 2000 — 2004
BSBA, Finance
Robert Walterman Robert Walterman's Oppenheimer and Co. Experience March 2002 - January 2004
Job Senior Vice President, Wealth ManagementLara, May & Associates
Industry Financial Services
Experience
Lara, May & Associates LLC January 2010 - Present
Lara, Shull & May January 2010 - May 2011
Walterman Financial Management LLC January 2004 - January 2010
Oppenheimer and Co. March 2002 - January 2004
Lehman Brothers October 2000 - March 2002
Cowen & Company/SG Cowen March 1995 - October 2000
Prudential Securities Inc May 1979 - March 1993
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Sales Management, Private Equity, Investments, Business Planning, Team Building, Marketing, Asset Management, Entrepreneurship, Financial Analysis, Risk Management, Asset Managment, Mergers & Acquisitions, Management, Customer Service, Retirement Planning, Entrepreneur, Problem Solving, Mentoring, Cross-functional Team..., Team Management, Team Leadership, Customer Relations, New Business Development, Financial Planning
Education
University of Pennsylvania - The Wharton School
Management training, Advanced Management Training
College of Financial Planning 1984 — 1986
CFP, Financial Planning
University of North Carolina at Greensboro 1972 — 1974
MBA, Business and Economics
University of North Carolina at Greensboro 1968 — 1972
BS in Economics and Business, Economics and Business
Lara, May & Associates LLC January 2010 - Present
Lara, Shull & May January 2010 - May 2011
Walterman Financial Management LLC January 2004 - January 2010
Oppenheimer and Co. March 2002 - January 2004
Lehman Brothers October 2000 - March 2002
Cowen & Company/SG Cowen March 1995 - October 2000
Prudential Securities Inc May 1979 - March 1993
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Sales Management, Private Equity, Investments, Business Planning, Team Building, Marketing, Asset Management, Entrepreneurship, Financial Analysis, Risk Management, Asset Managment, Mergers & Acquisitions, Management, Customer Service, Retirement Planning, Entrepreneur, Problem Solving, Mentoring, Cross-functional Team..., Team Management, Team Leadership, Customer Relations, New Business Development, Financial Planning
Education
University of Pennsylvania - The Wharton School
Management training, Advanced Management Training
College of Financial Planning 1984 — 1986
CFP, Financial Planning
University of North Carolina at Greensboro 1972 — 1974
MBA, Business and Economics
University of North Carolina at Greensboro 1968 — 1972
BS in Economics and Business, Economics and Business
Darius Dashtaki Darius Dashtaki's Oppenheimer and Co. Experience January 2007 - May 2007
Job Sales Executive, Middle Market
Industry Insurance
Experience
Aetna June 2011 - Present
Aetna July 2009 - June 2011
Wachovia, A Wells Fargo Company May 2008 - August 2008
Missouri State Auditor's Office May 2007 - February 2008
Oppenheimer and Co January 2007 - May 2007
Skills
Finance, Portfolio Management, Investments, Customer Service, Employee Benefits, Account Management, Financial Analysis, Sales, Microsoft Excel, Health Insurance, Access, Insurance, Strategic Planning, Research, Capital Markets, Leadership
Education
Westminster College (MO) 2005 — 2009
Bachelor of Arts, Economics, Finance
American University
Economic Policy
Aetna June 2011 - Present
Aetna July 2009 - June 2011
Wachovia, A Wells Fargo Company May 2008 - August 2008
Missouri State Auditor's Office May 2007 - February 2008
Oppenheimer and Co January 2007 - May 2007
Skills
Finance, Portfolio Management, Investments, Customer Service, Employee Benefits, Account Management, Financial Analysis, Sales, Microsoft Excel, Health Insurance, Access, Insurance, Strategic Planning, Research, Capital Markets, Leadership
Education
Westminster College (MO) 2005 — 2009
Bachelor of Arts, Economics, Finance
American University
Economic Policy
Joseph O'Loughlin Joseph O'Loughlin's Oppenheimer and Co. Experience August 2009 - February 2013
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Rajeev Shahani's Oppenheimer and Co. Experience May 2005 - July 2005
Job Graduate Research Assistant at Wayne State University
Industry Health, Wellness and Fitness
Experience
Sur La Table May 2015 - Present
Fitness 19 April 2012 - December 2014
Wayne State University May 2012 - December 2013
Heritage 1981 November 2009 - June 2010
U.S. Department of Energy June 2007 - April 2008
Kelly Services January 2007 - February 2007
Oppenheimer and Co. May 2005 - July 2005
Morgan Stanley May 2004 - August 2004
Skills
C++, Econometrics, Stata, Matlab, Minitab, Nutrition, Nutritional Analysis, Lipids, Vitamins, Molecular Biology, Food Safety, Data Analysis, Research, Food Science, Public Health, Laboratory, Microbiology, R, SPSS, Food, PCR, Science, Nutrition Education, Public Speaking, Health Promotion, Life Sciences, Strategic Planning, Leadership, Management, Statistics
Education
Wayne State University 2011 — 2013
Masters, Nutrition and Food Science
University of Michigan 2003 — 2005
B.S., Applied Mathematics
Michigan State University 2001 — 2002
Sur La Table May 2015 - Present
Fitness 19 April 2012 - December 2014
Wayne State University May 2012 - December 2013
Heritage 1981 November 2009 - June 2010
U.S. Department of Energy June 2007 - April 2008
Kelly Services January 2007 - February 2007
Oppenheimer and Co. May 2005 - July 2005
Morgan Stanley May 2004 - August 2004
Skills
C++, Econometrics, Stata, Matlab, Minitab, Nutrition, Nutritional Analysis, Lipids, Vitamins, Molecular Biology, Food Safety, Data Analysis, Research, Food Science, Public Health, Laboratory, Microbiology, R, SPSS, Food, PCR, Science, Nutrition Education, Public Speaking, Health Promotion, Life Sciences, Strategic Planning, Leadership, Management, Statistics
Education
Wayne State University 2011 — 2013
Masters, Nutrition and Food Science
University of Michigan 2003 — 2005
B.S., Applied Mathematics
Michigan State University 2001 — 2002
Linda J. Richardson's Oppenheimer and Co. Experience 1977 - 1979
Job Financial Services Professional
Industry Financial Services
Experience
Chicago Board of Trade 1988 - 1993
E F. Hutton 1986 - 1988
Thomson McKinnon Securities 1979 - 1986
Oppenheimer and Co. 1977 - 1979
Skills
Fixed Income, Hedge Funds, Capital Markets, Securities, Equities, Trading, Risk Management, Derivatives, Alternative Investments, Investment Banking, Options, Financial Markets, Trading Systems, Series 7, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Back in Business Executive Education Program
University of Massachusetts, Amherst
BA, English
Chicago Board of Trade 1988 - 1993
E F. Hutton 1986 - 1988
Thomson McKinnon Securities 1979 - 1986
Oppenheimer and Co. 1977 - 1979
Skills
Fixed Income, Hedge Funds, Capital Markets, Securities, Equities, Trading, Risk Management, Derivatives, Alternative Investments, Investment Banking, Options, Financial Markets, Trading Systems, Series 7, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Back in Business Executive Education Program
University of Massachusetts, Amherst
BA, English
Novatt, Seth's Oppenheimer and Co. Experience January 1993 - November 1997
Job Managing Director at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein July 2006 - Present
CIBC - Oppenheimer November 1997 - July 2002
Oppenheimer and Co. January 1993 - November 1997
Skills
Investments, Investment Strategies, Alternative Investments, Asset Managment, Asset Allocation, Wealth Management, Series 7, Hedge Funds, Equities, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Fixed Income, Series 63, Equity Research, Venture Capital, Securities, Financial Modeling, Capital Markets, Private Equity, Financial Advisory, Private Banking, Investor Relations
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Marketing/Finance
University of North Carolina at Chapel Hill 1978 — 1980
Musicology
Clark University 1973 — 1977
Bachelor's degree, Music
Alliance Bernstein July 2006 - Present
CIBC - Oppenheimer November 1997 - July 2002
Oppenheimer and Co. January 1993 - November 1997
Skills
Investments, Investment Strategies, Alternative Investments, Asset Managment, Asset Allocation, Wealth Management, Series 7, Hedge Funds, Equities, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Fixed Income, Series 63, Equity Research, Venture Capital, Securities, Financial Modeling, Capital Markets, Private Equity, Financial Advisory, Private Banking, Investor Relations
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Marketing/Finance
University of North Carolina at Chapel Hill 1978 — 1980
Musicology
Clark University 1973 — 1977
Bachelor's degree, Music
Benjamin Okin's Oppenheimer and Co. Experience June 2009 - August 2009
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
Oppenheimer & Co. June 2012 - October 2014
Morgan Stanley Smith Barney July 2010 - May 2012
Oppenheimer and Co. June 2009 - August 2009
Skills
Series 7, Series 66, Series 86, Series 87, Options, Trading, Equity Research, Finance, Series 63, Alternative Investments, Equities, Bloomberg, Securities, Investments, Asset Allocation, Fixed Income, FINRA, Uniform Combined State...
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Goldman Sachs October 2014 - Present
Oppenheimer & Co. June 2012 - October 2014
Morgan Stanley Smith Barney July 2010 - May 2012
Oppenheimer and Co. June 2009 - August 2009
Skills
Series 7, Series 66, Series 86, Series 87, Options, Trading, Equity Research, Finance, Series 63, Alternative Investments, Equities, Bloomberg, Securities, Investments, Asset Allocation, Fixed Income, FINRA, Uniform Combined State...
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Pallavi Nanda's Oppenheimer and Co. Experience January 2008 - June 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
Oppenheimer and Co. January 2008 - June 2009
CIBC World Markets October 2004 - January 2008
Skills
Leveraged Finance, Capital Markets, LBO, Investment Banking
Education
Indian Institute of Management, Bangalore 2000 — 2002
MBA
Lady Sri Ram College, New Delhi 1997 — 2000
BA, Philosophy
Oppenheimer and Co. January 2008 - June 2009
CIBC World Markets October 2004 - January 2008
Skills
Leveraged Finance, Capital Markets, LBO, Investment Banking
Education
Indian Institute of Management, Bangalore 2000 — 2002
MBA
Lady Sri Ram College, New Delhi 1997 — 2000
BA, Philosophy
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UBS