Oppenheimer and Company
Address: 580 California St Suite #2300, San Francisco, CA 94104 Hours: Closed ⋅ Opens 8:30AM Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 438-3065: : : Place name: : Website: : Category: : Website: https://www.opco.com/branch-offices/ca/san-francisco-branch.aspx Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Oppenheimer & Co. Inc. Posting publicly on the Web Write a review Reviews Be the first to review
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Oppenheimer and Company Employees
Health Grades Inc February 2015 - Present
Piper Jaffray July 2014 - February 2015
Piper Jaffray July 2012 - June 2014
G-Form February 2012 - June 2012
Piper Jaffray June 2011 - August 2011
Oppenheimer and Company February 2011 - May 2011
Turfer Athletic June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Fundraising, Entrepreneurship, Public Speaking, Event Planning, Nonprofits, Financial Modeling, Start-ups
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Public Policy
The Blake School 2004 — 2008
Northwest Asset Management March 2014 - Present
UBS Financial Services, Inc. July 2007 - December 2013
Smith Barney July 1999 - March 2007
Oppenheimer and Company January 1996 - July 1999
Shinsei Bank May 1992 - January 1995
Citi January 1991 - May 1992
Education
Harvard Business School 1981 — 1983
Masters in Business Administration, Finance and Strategy
Duke University 1975 — 1979
Bachelor of Science in Engineering (Cum Laude), Control Systems
Stuyvesant High School, New York 1971 — 1975
High School, Mathematics and Computer Science
Stanford Graduate School of Business 1999 — 1999
Executive Education, Negotiation
Northland Capital Markets April 2014 - Present
MKM Partners November 2011 - September 2013
American Technology Research, Inc. / Gleacher Partners. March 2003 - September 2011
Deutsche Bank Securities May 2002 - February 2003
SoundView technology Group March 1995 - June 2002
Mabon Securities May 1992 - March 1995
Oppenheimer and Company February 1990 - February 1992
Skills
Business Development, Management, Hedge Funds, Equity Research, Capital Markets, Bloomberg, Investment Banking, Securities, Valuation, Investments, Alternative Investments, Trading Systems, Asset Management, Fixed Income, Portfolio Management, Series 24, Derivatives, Electronic Trading, Private Equity, Financial Modeling, Venture Capital, New Business Development
Education
University of Delaware 1982 — 1986
Bachelor of Science (B.S.), Finance
Livingston High School 1978 — 1982
Pentaho, a Hitachi Data Systems company June 2011 - Present
SAS March 2008 - June 2011
Telligenix Corporation April 2002 - March 2008
PointDirex Hedge Fund March 2001 - March 2002
Datek Online Brokerage Services March 1997 - March 2001
Oppenheimer and Company August 1996 - March 1997
Paine Webber May 1996 - September 1996
Skills
Business Intelligence, Analytics, Enterprise Software, Management, Risk Management, Consulting, Leadership, Big Data, Forecasting, Data Integration, Equities, Business Analysis, Analysis, SaaS, Strategy, Sales, Trading, Banking, Financial Risk, New Business Development, Start-ups, Professional Services, Capital Markets, Asset Management, Investments, Business Strategy, Salesforce.com, Executive Management, Business Alliances, Hedge Funds, KPI, Portfolio Management, Trading Systems, Options, Customer Service, Competitive Analysis, Business Analytics, Finance, Software Industry, Solution Selling, Strategic Partnerships, Cloud Computing, Hadoop, Internet of Things, Credit Risk, Private Equity, Risk, Data Warehousing, Financial Analysis, Financial Markets
Education
State University of New York College at Cortland 1992 — 1996
B.S., Economics and Management Science
Monsignor Farrell High School 1988 — 1992
Regents Diploma
University of South Florida 2011 — 2011
Mediation Civil Circuit Certication
Bank of America/Merrill Lynch November 1990 - Present
Oppenheimer and Company October 1989 - November 1990
Shearson/Lehman December 1986 - October 1989
Self Employed August 1978 - December 1986
Education
University of Phoenix 2004 — 2007
bs management, business
Berklee College of Music 1976 — 1978
Music performance, composition
Tamalpais High School 1971 — 1974
Oppenheimer and Company May 2007 - Present
Skills
Series 7, Series 55, Series 63, Finance, Sales, Capital Markets, Alternative Investments, Asset Management, Microsoft Office, Financial Analysis, Microsoft Excel, Equities
Education
Villanova University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance / Marketing
National University of Ireland, Galway 2005 — 2005
Chaminade High School 1999 — 2003
Oppenheimer and Company March 2000 - Present
Hot Jobs.com January 2001 - January 2002
Citibank, NA January 1995 - December 2000
Skills
Databases, High Availability, ITIL, Cloud Computing, Disaster Recovery, Data Center, Infrastructure, Enterprise Architecture, Virtualization, SaaS, Solaris, Unix, IT Strategy, Server Architecture, Integration, Perl, Sybase, SDLC, VMware, Vendor Management, Systems Engineering, ITIL Certified, Data Warehousing, Software Project..., Process Improvement, Solution Architecture, Information Technology, Autosys, Incident Management, IT Operations, Sybase Adaptive Server, Unix Shell Scripting, Cluster, Service Desk, Storage, Servers, Clustering, CA Service Desk, Veritas Storage..., DevOps, Python, Amazon Web Services...
Education
Columbia University 1981 — 1984
Bachelor of Science (B.S.), Computer Science
Micro Light Guy, Inc. January 2003 - Present
Bank of New York Mellon February 1991 - Present
JP Morgan February 1991 - February 1997
Shearson Lehman Hutton July 1985 - February 1991
International Nickel & Co November 1982 - July 1985
Automated Data Processing (ADP) March 1982 - November 1982
Oppenheimer and Company July 1980 - March 1982
Skills
Banking, Executive Management, Documentation, VSAM, SDLC, COBOL, Mainframe, Business Analysis, DB2, JCL, Requirements Analysis, Visio, Disaster Recovery, Vendor Management, Software Project..., Financial Services, Fixed Income, Portfolio Management, Business Requirements, Project Portfolio..., Software Documentation, User Acceptance Testing, Integration, Business Continuity, ITIL, Risk Management, Software Development, IBM Mainframe, Securities, Testing, PMO, Requirements Gathering, IT Strategy, PMP, Information Technology, Analysis, Data Warehousing, Enterprise Architecture, IT Management, Management, Process Improvement, Project Management
Education
Pace University 1984 — 1988
Bachelor's degree, Computer Science
Queensborough Community College 1977 — 1979
AAS, Data Processing
Harry S Truman 1974 — 1977
High School Regents Diploma, Computer Programming, Specific Applications
UBS June 2011 - Present
Morgan Stanley July 2000 - June 2011
Societe Generale 1995 - 2000
Oppenheimer and Company February 1992 - April 1995
Skills
Equities, Investment Banking, Equity Derivatives, Bonds, Bloomberg, Finance, Treasury, Fixed Income, Derivatives, Structured Products, Operational Risk, Hedge Funds, Capital Markets, High Yield, Financial Modeling, Valuation, Compliance and Testing, Risk Management, Financial Analysis, Investments
Education
City University of New York-Queens College 1987 — 1991
BA, Accounting
Queens College
BA, Accounting
Four Seasons Nursery and Landscape Co. LLC August 2010 - Present
ThinkEquity LLC 2008 - 2009
oppenheimer and company 2007 - 2008
prudential equity group 1995 - 2007
Prudential Financial 1993 - 2007
Education
Rowan University 1986 — 1991
BS, Finance
Alvarez & Marsal June 2014 - Present
Eastman Chemical Company May 2013 - August 2013
KPMG September 2008 - July 2012
Segall Bryant & Hamill May 2007 - August 2007
OPPENHEIMER AND Company June 2005 - July 2005
Skills
Excel, Financial Analysis, Microsoft Excel, Market Research, Project Management, Due Diligence, Private Equity, Management, Valuation, Finance, Financial Modeling, Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Operations and Strategy
Indiana University - Kelley School of Business 2004 — 2008
BS, Accounting and Finance
Hinsdale Central Highschool
Societe Generale 2006 - Present
Rochdale Securities 2005 - 2006
Credit Suisse 1999 - 2005
BBV Latinvest Securities 1996 - 1999
Oppenheimer and Company 1994 - 1996
Skills
Series 7, Series 63, Series 55
Education
University of Richmond - Robins School of Business 1989 — 1993
Bachelor of Business Administration (BBA)
WhaleRock Point Partners LLC April 2013 - Present
Oppenheimer and Company July 2010 - January 2013
Baldwin Brothers May 1998 - January 2007
Skills
Investment Policy..., Asset Allocation, custom tailor porfolios, Relationship Management, Portfolio Management, Wealth Management, Alternative Investments, Fixed Income, Equities, Asset Management, Investments, Investment Advisory, Hedge Funds, Mutual Funds, Securities, Retirement Planning, Retirement, Strategic Financial..., Private Equity, Estate Planning, Life Insurance, Series 7, Risk Management, Mortgage Lending
Education
Colby College 1986 — 1990
Bachelor of Arts (BA), Economics
Gunnery School 1982 — 1986
High School Diploma