Oppenheimer Capital

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Oppenheimer Capital Employees

Employee
Years
Job
Industry
Martin Fetherston, CFA Martin Fetherston, CFA Greater New York City Area Details
Martin Fetherston, CFA's Oppenheimer Capital Experience March 2007 - March 2010
Job FIxed Income Portfolio Manager/Credit/Trader
Industry Investment Management
Experience
Tradition Capital Management   September 2011 - Present
TCP Global Investment Management   March 2010 - July 2011
Oppenheimer Capital   March 2007 - March 2010
First Investors Management   April 2006 - March 2007
The Dreyfus Corporation  February 2001 - February 2005
Guardian Life  August 1997 - February 2001
Guardian Life  October 1994 - August 1997
Guardian Life  1992 - 1994
Prudential  1986 - 1991

Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Investment Strategies, Bonds, Trading, Asset Management, Trading Systems, Business Valuation, Credit, Quantitative Analytics, Credit Analysis, Alternative Investments, Business Strategy, Bloomberg, Capital Markets

Education
New York University - Leonard N. Stern School of Business   1992 — 1996
MBA with Distinction, Finance

College of the Holy Cross   1982 — 1986
BA, Mathematics

Mary (Clifford) McCooey Mary (Clifford) McCooey Greater New York City Area Details
Mary (Clifford) McCooey's Oppenheimer Capital Experience April 1994 - January 1996
Job Human Resources
Industry Financial Services
Experience
Jefferies LLC  May 2014 - Present
Standard & Poor's, A Division of The McGraw-Hill Companies   2004 - 2012
Gruntal & Co  1997 - 2003
Loews Corporation  January 1996 - October 1997
Oppenheimer Capital   April 1994 - January 1996
Barclays Bank  February 1990 - April 1994
American International Group  August 1988 - February 1990
Kidder Peabody & Co., Inc.   June 1987 - August 1988
DFS Dorland Worldwide, Inc.   June 1986 - June 1987

Skills
Strategic Planning, Team Building, Coaching, Succession Planning, Talent Acquisition, Program Management, Performance Management, Human Resources, Process Improvement, Employee Engagement, Recruiting, Employee Benefits, Employee Relations, Mergers & Acquisitions, Change Management, Strategy, Vendor Management, Onboarding, Talent Management, Organizational..., Business Process..., PeopleSoft, Deferred Compensation, Organizational Design, Workforce Planning, HRIS, Outsourcing, Financial Services, Applicant Tracking..., Personnel Management, College Recruiting, Compensation & Benefit, Organizational..., Executive Search, Sourcing, Employer Branding, Benefits Administration, Executive Coaching, Interviews, HR Transformation, HR Consulting, Executive Pay, Career Development, Technical Recruiting, HR Policies, Taleo, Leadership Development, Employee Training, Job Evaluation, Management

Education
Marist College   1982 — 1986
BA, Communications

William J. Yung William J. Yung Woodcliff Lake, New Jersey Details
William J. Yung's Oppenheimer Capital Experience 1989 - 1991
Job Data Science & Research Delivery Manager
Industry Information Technology and Services
Experience
Orion Systems Integrators, Inc.   April 2014 - Present
BNY Mellon  October 2012 - December 2013
MultiFonds  March 2010 - October 2012
New York Life Investments, LLC   March 2006 - January 2010
The Bank of New York  December 1999 - March 2006
JP Morgan Chase  June 1997 - December 1999
NYLIFE Distributors   January 1991 - June 1997
Oppenheimer Capital   1989 - 1991

Skills
Global Markets..., Measurements, Mutual Funds, Hedge Funds, Equities, Fixed Income, Trend, Investments, Fund Accounting, Strategy, Alternative Investments, Financial Services, Process Improvement, Asset Management

Education
Pace University   1985 — 1989
BBA, Accounting and Taxation

Frank P. Montalti Frank P. Montalti Greater New York City Area Details
Frank P. Montalti's Oppenheimer Capital Experience October 1992 - May 2000
Job Vice President Bank of America
Industry Information Technology and Services
Experience
Bank of America  April 2003 - Present
Bank of America (Fleet Securities)   May 2000 - April 2003
Oppenheimer Capital   October 1992 - May 2000
Shearson Lehman Brothers  June 1992 - September 1992
Bankers Trust  September 1986 - June 1992
Touche Ross & Company, New York   August 1984 - September 1986

Skills
Finance, Project Portfolio..., Program Management, Business Analysis, IT Strategy, Business Process..., Change Management, Resource Management, IT Management, Portfolio Management, Networking, Leadership, MS Project, Financial Services, Service Delivery, Analysis, Project Planning, IT Infrastructure..., Management, Governance, Cross-functional Team..., Business Process, SharePoint, Team Management, Project Delivery, Disaster Recovery, Information Technology, Integration, Visio

Education
Pace University   1982 — 1986
BS, Computer Science

Kim Conroy Kim Conroy Philadelphia, Pennsylvania Details
Kim Conroy's Oppenheimer Capital Experience 1999 - 2008
Job Global Relations Advisor at The Lauder Institute University of Pennsylvania
Industry Education Management
Experience
The Lauder Institute - University of Pennsylvania   2012 - Present
Oppenheimer Capital   1999 - 2008
J.P. Morgan   1993 - 1998
Lloyds Development Capital   1987 - 1990

Skills
Portfolio Management, Equities, New Business Development, Valuation, Management Consulting, Emerging Markets, Strategy, Investments, Private Equity, Financial Modeling, Financial Analysis, Marketing Strategy, Asset Management, Fixed Income, Hedge Funds, Entrepreneurship, Due Diligence, Economics, Leadership, Venture Capital

Education
Columbia Business School   1991 — 1992
Master of Business Administration (M.B.A.), Finance

Dartmouth College   1972 — 1976
Bachelor of Arts (BA), History and Economics

Judy Rohan Judy Rohan Houston, Texas Area Details
Judy Rohan's Oppenheimer Capital Experience 1987 - 1990
Job
Industry Marketing and Advertising
Experience
Oppenheimer Capital   1987 - 1990
Oppenheimer Capital   1984 - 1987
Oppenheimer & Co.   1983 - 1984
Gordon Jewelry Corporation   1981 - 1983

Skills
Advertising, Marketing Communications, Social Media, Microsoft Office, Customer Service, Microsoft Word, Marketing Strategy, Microsoft Excel, Graphic Design, Media Planning, Public Relations, Integrated Marketing, Creative Direction, Creative Strategy, Marketing, Photoshop Elements, Creating decorating..., Sewing

Education
Sam Houston State University
BFA, Advertising

Paul Doane Paul Doane Harwich, Massachusetts Details
Paul Doane's Oppenheimer Capital Experience January 1994 - March 2007
Job Public Funds Consultant
Industry Investment Management
Experience
Teachers Retirement Assoc. St Paul, MN   March 2011 - June 2014
Mass Public Employee Retirement Administration /PERAC   March 2007 - October 2010
Arkansas Teachers' Retirement System   March 2007 - October 2008
Oppenheimer Capital   January 1994 - March 2007
Massachusetts Pension Reserves Investment Management  March 1991 - January 1994
Massachusetts State Senator   March 1981 - January 1989

Skills
Alternative Investments, Asset Management, Investments, Hedge Funds, Private Equity, Equities, Portfolio Management, Fixed Income, Investment Strategies, Asset Allocation, Investment Management, Mutual Funds, Strategic Planning, Valuation, Business Development, Capital Markets, Derivatives, New Business Development, Options, Management, Fund Of Funds, Securities, Bonds, Wealth Management, Emerging Markets

Education
Georgia Institute of Technology
Master's Degree

Northeastern University
Bachelor's Degree, Political Science

Suffolk University Law School
Juris Doctor (J.D.)

Anita Solaman Anita Solaman Greater New York City Area Details
Anita Solaman's Oppenheimer Capital Experience 1994 - 1996
Job Director at Auriemma Consulting Group (ACG)
Industry Financial Services
Experience
Auriemma Consulting Group (ACG)   May 2014 - Present
Dress for Success - Town of Brookhaven   September 2012 - October 2013
JPMorgan Chase  2006 - 2011
JPMorgan Chase  2004 - 2006
JPMorgan Chase  2001 - 2004
JPMorgan Chase  1998 - 2001
AIG  1996 - 1998
Oppenheimer Capital   1994 - 1996

Skills
Client Relationship..., Business Development, Strategic Planning, Project Management, Marketing Strategy, Product Management, Contract Negotiation, Sales Management, Mutual Funds, Consumer Directed..., Life Insurance, Annuities, Retirement Products, CRM, Consumer Healthcare, Financial Services, Process Improvement, Fixed Annuities, Call Centers, Banking, Strategy, Program Management, Relationship Management, Management, Training, Finance, Insurance, Risk Management, Marketing, Investments, Asset Management, Budgets, Series 7, Leadership, Executive Management, Portfolio Management, Retirement, Vendor Management, 401k, Series 63, Credit, Retirement Planning, Wealth Management, Financial Analysis, Series 6

Education
The New School
Master's Degree, Non profit management

City University of New York-John Jay College of Criminal Justice
Bachelor's Degree, Criminal Justice

Randy Grant Randy Grant Greater New York City Area Details
Randy Grant's Oppenheimer Capital Experience November 1993 - August 1999
Job Manager of Investment Company Processing at INVeSHARE, Inc.
Industry Investment Banking
Experience
INVeSHARE, Inc.   March 2015 - Present
Morgan Stanley  February 2012 - Present
Credit Suisse  January 2008 - April 2011
Merrill Lynch  April 2007 - January 2008
Mellon Investor Services  March 2004 - January 2006
Institutional Shareholder Services  August 1999 - November 2001
Oppenheimer Capital   November 1993 - August 1999
U.S. Trust Company of NY   1988 - 1993

Skills
Corporate Actions, Securities, Equities, Middle Office, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Investment Banking, Portfolio Management, Risk Management, Financial Analysis, Settlement, Financial Services, Back Office, Hedge Funds, Investments, AML, Bloomberg Terminal, Series 7, Mergers & Acquisitions, Financial Markets, Financial Modeling, Derivatives, Securities Lending, Asset Management

Education
Rutgers, The State University of New Jersey-Newark   2008 — 2010
BUSINESS MANAGEMENT

Borough of Manhattan Community College   1989 — 1991
AAS, Business mANAGEMENT

Ronald Bonifacio Ronald Bonifacio New York, New York Details
Ronald Bonifacio's Oppenheimer Capital Experience June 1992 - May 1995
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  March 2015 - Present
ISF Management LLC   May 2013 - March 2015
Conifer Securities  December 2012 - May 2013
UBS Securities  January 2005 - May 2011
UBS Securities LLC  May 1995 - May 2011
UBS  1995 - 2011
UBS Securities  January 2002 - January 2005
UBS Securities  January 1997 - January 2002
Oppenheimer Capital   June 1992 - May 1995

Skills
Series 7, Series 63, Prime Brokerage, Fixed Income, Securities, Middle Office, Equities, Mutual Funds, Bloomberg, Series 24, Hedge Funds, Derivatives, FINRA, Securities Lending, Bonds

Education
Fordham University - Graduate School of Business Administration   1997 — 2000
MBA, Finance

Pace University-Pleasantville/Briarcliff Campus   1988 — 1992
BBA, Accounting

Suzanne Reidbord Cherenson Suzanne Reidbord Cherenson Greater Boston Area Details
Suzanne Reidbord Cherenson's Oppenheimer Capital Experience 1987 - 1989
Job Strategic Advisor at Suzanne Cherenson Consulting
Industry Management Consulting
Experience
Lexington Public Schools  2004 - Present
Suzanne Cherenson Consulting   2003 - Present
Columbia Business School Alumni Club of Boston   August 2011 - December 2013
Cherenson & Associates   1996 - 2001
Bank of America  1991 - 1996
Oppenheimer Capital   1987 - 1989

Skills
Strategy, Strategic Planning, Community Outreach, Nonprofits, Business Strategy, Volunteer Management, Program Management, Analysis, Training, Management Consulting, Organizational..., Leadership Development, Research, Strategic Financial..., Management, Investments, Portfolio Management, Public Speaking, Program Development, Team Leadership, Educational Leadership, Financial Coaching, Career Counseling, Investment Advisory, Job Coaching, Financial Education

Education
Columbia University - Columbia Business School
Post-MBA Executive Education, Driving Strategic Impact, Personal Leadership

Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance, Marketing, Management

The George Washington University
B.A., Special Honors, Anthropology

Mt. Lebanon High School

EJ Liotta EJ Liotta Greater New York City Area Details
EJ Liotta's Oppenheimer Capital Experience 1994 - 1997
Job PrimeOne Solutions
Industry Information Technology and Services
Experience
PrimeOne Solutions   March 2011 - Present
Deutsche Bank  July 2007 - February 2011
Merrill Lynch  2006 - 2007
Barclays Capital  2001 - 2006
Premier Technology Solutions  1997 - 2001
Oppenheimer Capital   1994 - 1997
United States Marine Corps  1988 - 1990

Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Derivatives, Capital Markets, Investment Banking, Collateral Management, Swaps, Middle Office, Trading Systems, Asset Managment, Securities, Market Data

Education
University of California, Berkeley   1992 — 1993

City College of San Francisco   1990 — 1992

Michael Zacharia Michael Zacharia Greater New York City Area Details
Michael Zacharia's Oppenheimer Capital Experience March 1997 - March 2000
Job Director BNP Paribas Prime Brokerage
Industry Financial Services
Experience
BNP Paribas  October 2008 - Present
Banc of America Securities, LLC  August 2005 - December 2008
Banc of America Securities  2005 - October 2008
VP  June 2003 - August 2005
Neuberger Berman (a Lehman Brothers Company)   March 2000 - August 2005
Lehman-Neuberger Berman   1997 - 2005
Neuberger Berman  1997 - 2005
Prime Brokerage & Correspondent Clearing Group   March 2000 - June 2003
Oppenheimer Capital   March 1997 - March 2000
Cantor Fitzgerald  June 1996 - March 1997

Skills
Prime Brokerage, Series 7, Collateral Management, Series 63, Series 24, Corporate Actions, Settlement, Equity Trading, Capital Markets, Swaps, Electronic Trading, Fixed Income, Equities, Hedge Funds, Options, Trading, Investments, Derivatives, Equity Derivatives, Bloomberg, Financial Markets, Currency, Bonds, Operational Risk, Portfolio Management, FINRA, Fund Administration, Relationship Management, Securities, Investment Advisory, Back Office, Trading Systems, Securities Lending, Client Services, Operational Risk..., Alternative Investments, Finance, CDS, FX Options, Middle Office, Structured Products, Mutual Funds, Financial Services

Education
Hofstra University   1986 — 1989
BBS, Marketing

Hofstra University
Bachelors of Business Administration, Marketing

Finra exams

Megan Fielding Megan Fielding San Francisco Bay Area Details
Megan Fielding's Oppenheimer Capital Experience 1987 - 1994
Job Impact Investing and Philanthropic Capital
Industry Financial Services
Experience
Destino Advisors   May 2014 - Present
MicroPlace, an ebay/PayPal company   2009 - April 2014
HRJ Capital  2007 - December 2008
Bank of America  2003 - 2007
Robertson Stephens  2000 - 2002
Montgomery Asset Management  1997 - 1999
J & W Seligman & Co., Inc   1995 - 1997
Oppenheimer Capital   1987 - 1994

Skills
Investments, Business Development, Entrepreneurship, Venture Capital, Financial Services, Emerging Markets, Microfinance, Asset Managment, Fundraising, Corporate Social..., Private Equity, Strategic Communications, Strategy, Alternative Investments, Leadership, Strategic Partnerships, Asset Allocation, Fixed Income, Asset Management, Due Diligence, Investment Management, Mutual Funds, Executive Management, Portfolio Management, New Business Development, Investment Strategies, Mergers & Acquisitions, Public Speaking, Negotiation, Corporate Finance, Financial Modeling, Start-ups, Economics, Corporate Development, Investment Banking, Equities, Investment Advisory, Wealth Management, Social Impact, Investor Relations, Valuation, Financial Analysis, Business Strategy, Banking, Hedge Funds, Capital Markets, Strategic Leadership, Socially Responsible..., Social Entrepreneurship, Management

Education
University of San Francisco
Master's Degree, International Studies

Wheaton College
Bachelor's Degree, Economics

Bradley Holmes, CFA Bradley Holmes, CFA Greater New York City Area Details
Bradley Holmes, CFA's Oppenheimer Capital Experience 1993 - 2009
Job Portfolio Manager at Merrill Lynch Private Bank & Investment Group
Industry Investment Management
Experience
Itaú USA Asset Management   September 2009 - December 2014
Oppenheimer Capital   1993 - 2009

Skills
Equity Valuation, Competitive Analysis, Business Strategy, Separately Managed..., Analysis, Management, Asset Managment, Fundamental Analysis, Investment Management, Equities, Due Diligence, Mutual Funds, Valuation, Asset Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis

Education
New York University - Leonard N. Stern School of Business   1998 — 2000
MBA, Finance & Accounting

University of Michigan   1989 — 1993
Bachelor of General Studies, Organizational Psychology & Economics

Taegan Goddard Taegan Goddard Greater New York City Area Details
Taegan Goddard's Oppenheimer Capital Experience 2003 - 2009
Job Builder of digital things
Industry Internet
Experience
Good Guys Media Ventures LLC   2014 - Present
Goddard Media LLC   1999 - Present
The Week  2013 - Present
Oppenheimer Capital   2003 - 2009
PIMCO Equity Advisors   1999 - 2004

Skills
Digital Media, Publishing, Social Media, Digital Strategy, Politics, Public Policy

Education
Harvard University, John F. Kennedy School of Government   1990 — 1992
MPP, Public Policy

Vassar College   1984 — 1988
A.B., Economics

Charlie Webster Charlie Webster San Francisco Bay Area Details
Charlie Webster's Oppenheimer Capital Experience July 1993 - July 1996
Job Finance and Operations Executive
Industry Venture Capital & Private Equity
Experience
Webster Consulting LLC   June 2010 - Present
Calera Corporation  September 2008 - June 2010
Tessera Technologies  August 2006 - August 2008
KLA-Tencor Corporation  July 2002 - August 2006
Bechtel Corporation  July 1997 - June 2002
Oppenheimer Capital   July 1993 - July 1996
Price Waterhouse Coopers  August 1991 - June 1993

Skills
M&A experience, Corporate Development, Strategic Partnership..., Strategic Planning, Corporate Finance, Financial Accounting, Investment Banking, Operations Management, Supply Chain Management, Venture Capital, Project Finance, Management Consulting, New Business Development, Raising Venture Capital, Start-ups, Strategic Negotiations, Negotiating Contracts, Business Development, Business Strategy, Renewable Energy, Energy, Contract Negotiation, Product Management, Strategic Partnerships, Strategy, Partnerships, Program Management, International Business, Private Equity, Mergers & Acquisitions

Education
Harvard University, John F. Kennedy School of Government   1989 — 1991
MPA, International Economics and Policy

Stanford University   1981 — 1986
B.A, Economics, International Relations

Patrick Lambe Patrick Lambe Greater New York City Area Details
Patrick Lambe's Oppenheimer Capital Experience 1995 - 1998
Job Instructional Designer at KPMG
Industry E-Learning
Experience
KPMG  February 2012 - Present
LexisNexis (through Randstad)   April 2011 - October 2011
Marsh & McLennan  May 2001 - November 2010
CSFBdirect (DLJdirect)   March 2000 - May 2001
CSFBdirect (DLJdirect)   March 1999 - March 2000
American Express Financial Advisors  1998 - 1999
Oppenheimer Capital   1995 - 1998

Skills
Instructional Design, E-Learning, Technical Writing, Training, Captivate, Training Delivery, Employee Training, Software Documentation, SnagIt, Workshop Facilitation, Analysis, Learning Management, Needs Analysis, PowerPoint, Camtasia, WebEx

Education
Bergen Community College   2011 — 2011
Certificate, Internet Marketing

Pennsylvania State University-Great Valley Graduate Center   2002 — 2005
Postbaccalaureate Certificate, Distance Education

William Paterson University of New Jersey   1987 — 1993
Bachelor's, Finance

David H. Herman David H. Herman New York, New York Details
David H. Herman's Oppenheimer Capital Experience 2000 - 2000
Job Project Manager and Technology Lead, Deutsche Bank EUDA Remediation at Fortira
Industry Financial Services
Experience
Fortira   June 2015 - Present
Fortira   March 2015 - June 2015
Starwood Hotels & Resorts Worldwide, Inc.   April 2014 - August 2014
TheSEOHelpdesk.com   November 2011 - December 2013
Wall Street Services  October 2012 - March 2013
Self  December 2009 - August 2012
The Bronx High School of the Sciences   August 2009 - December 2009
U.S. Trust   August 2003 - July 2008
Allianz Dresdner Asset Management   June 2000 - November 2002
Oppenheimer Capital   2000 - 2000

Skills
Business Intelligence, Business Process..., Business Analysis, SQL, VBA, Microsoft Excel, Microsoft Office 2007, Microsoft Office, PowerPoint, Access, Java, R, Python, C++, Fortran, Financial Risk, Return on Investment, Performance Attribution, Attribution Modeling, Financial Modeling, Bloomberg, Morningstar Direct, Factset, Zephyr Style Advisor, Xamin, Wilshire Atlas, UAT coordination, Quality Assurance, Quantitative Analytics, Institutional Marketing, Financial Metrics, Metrics Reporting, Performance Metrics, Google Adwords, Google Analytics, Online Advertising, PPC Bid Management, SEM, ADO, ODBC, DB2, APT, Northfield, Reporting Systems, Ad Hoc Reporting, RFP, Text Editing, SEO, Risk Management, Marketing

Education
Princeton University   1999 — 2000
MEng, Financial Engineering

Princeton University   1996 — 1999
MA, Chemical Engineering

University of Delaware   1992 — 1996
BS, Chemical Engineering

Erik Mogavero Erik Mogavero Greater New York City Area Details
Erik Mogavero's Oppenheimer Capital Experience August 1994 - August 1998
Job Head of Asset Management Compliance at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank  April 2013 - Present
Nomura Asset Management  April 2011 - April 2013
Goldman Sachs Asset Management  October 2007 - March 2011
AIG Investments  December 1999 - September 2007
NASD  September 1998 - December 1999
Oppenheimer Capital   August 1994 - August 1998
National Financial Services Group  July 1993 - June 1994

Skills
Alternative Investments, Hedge Funds

Education
St. John's University, The Peter J. Tobin College of Business   1996 — 2000
MBA, Finance

Saint John's University   1989 — 1993
BS, Business Management

Beth Gaspich Beth Gaspich Greater New York City Area Details
Beth Gaspich's Oppenheimer Capital Experience August 1990 - November 1991
Job CFO Actimize at NICE Systems
Industry Computer Software
Experience
NICE Systems  September 2011 - Present
ARCHIVE SYSTEMS, INC  May 2008 - August 2011
RISKMETRICS GROUP, INC   July 1998 - May 2008
JP MORGAN  August 1995 - July 1998
Price Waterhouse  November 1992 - August 1995
DDK & Company  November 1991 - November 1992
Oppenheimer Capital   August 1990 - November 1991
DREYFUS CORPORATION  July 1989 - August 1990

Skills
Mergers, Accounting, Auditing, Executive Management, Financial Modeling, Mergers & Acquisitions, Risk Management, Due Diligence, Enterprise Software, Business Strategy, Cross-functional Team..., saas, Strategy, Start-ups, Finance, Analysis, Management, SaaS

Education
University of Missouri-Kansas City   1984 — 1989
Bachelor's degree, Accounting

Richard Gluck Richard Gluck Greater New York City Area Details
Richard Gluck's Oppenheimer Capital Experience 1993 - 1998
Job Global Investment Strategist | Portfolio Manager | Client Advisor
Industry Investment Management
Experience
Global Investing, Strategy and Advice   2015 - Present
Itaú Private Bank  2012 - 2014
Trilogy Global Advisors, LP  2004 - 2012
Mackenzie Investments  1998 - 2003
Oppenheimer Capital   1993 - 1998

Skills
Global Macro, Portfolio Management, Bonds, Emerging Markets, Fixed Income, FX trading, Investment Strategies, FX Hedging, Fixed Income Analysis, Credit Analysis, Equities, Hedge Funds, FX Options, Options, Derivatives, Investments, Macroeconomics, Microsoft Excel, Matlab, Statistics, Bloomberg, Asset Allocation, Alternative Investments, FX Trading

Education
Massachusetts Institute of Technology - Sloan School of Management
SM, Finance

State University of New York at Buffalo
BA, Economics

Bruce Koepfgen Bruce Koepfgen Greater Chicago Area Details
Bruce Koepfgen's Oppenheimer Capital Experience April 2003 - March 2009
Job Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group  May 2011 - Present
Oppenheimer Capital   April 2003 - March 2009
Allianz Global Investors  2004 - 2009
Koepfgen Company LLC   February 1999 - March 2003
Salomon Brothers  June 1976 - January 1999

Education
Northwestern University - Kellogg School of Management   1975 — 1976
MBA, Business./Finance

University of Michigan   1970 — 1974
BBA, Business

Cynthia Fincher, MBA, CCRP Cynthia Fincher, MBA, CCRP Greater New York City Area Details
Cynthia Fincher, MBA, CCRP's Oppenheimer Capital Experience 1994 - 1997
Job VP Senior Manager Standards & Risk at HSBC
Industry Financial Services
Experience
HSBC  June 2013 - Present
ICS Risk Advisors  June 2008 - December 2012
Natixis  2011 - 2011
Credit Suisse  June 2006 - September 2007
Depository Trust & Clearing Corporation (DTCC)   February 2001 - June 2006
International Tax Services   January 2001 - January 2004
Deutsche Bank (formerly Bankers Trust)   September 1997 - January 2001
Oppenheimer Capital   1994 - 1997

Skills
Project Management, Operational Risk, Management, FCPA, KYC, USA PATRIOT Act, Regulatory Risk, Auditing, Basel II, AML, OFAC, MS Project, Enterprise Risk..., COSO, GAAS, Operational Risk..., Product Management, MS Office Suite, Compliance, Internal Audit, Regulations, Capital Markets, Bank Secrecy Act, Risk Management, Financial Services, Financial Risk, Securities, Finance, Banking, Financial Institutions, Fraud, Financial Regulation, Analysis, Corporate Governance, Credit Risk, Internal Controls, Investments, Executive Management, Hedge Funds, Investment Banking, Anti Money Laundering, Policy

Education
Temple University   2004 — 2006
Certificate in Event leadership, Event Leadership

Saint Peter's College   1999 — 2001
MBA, International Business

Lincoln University
B.S, Business Administration

Lisa Grand Lisa Grand Greater New York City Area Details
Lisa Grand's Oppenheimer Capital Experience 1996 - 1998
Job Senior Manager, Health & Welfare Benefits at Daiichi Sankyo
Industry Human Resources
Experience
Daiichi Sankyo  May 2013 - Present
JPMorgan Chase  May 2010 - May 2013
Panasonic  May 2006 - June 2009
Pepsi Bottling Group  2003 - 2006
Sotheby's  1998 - 2003
Oppenheimer Capital   1996 - 1998
Times Mirror Magazines  1990 - 1996
Random House  1989 - 1990
Mount Sinai Medical Center  1986 - 1989
McCall's Magazine  1985 - 1986

Skills
Vendor Management, Onboarding, Human Resources, Employee Benefits, Cost Accounting, Program Management, Management, Leadership, Healthcare, CRM

Education
Binghamton University   1981 — 1985
BA, English

Diane Landau Diane Landau Greater New York City Area Details
Diane Landau's Oppenheimer Capital Experience February 1986 - June 1999
Job Senior Controller at Solar Capital Ltd
Industry Financial Services
Experience
Solar Capital Ltd  December 2012 - Present
Apollo Investment Corp.   February 2007 - December 2012
Legg Mason Asset Management  December 2005 - February 2007
Legg Mason  2005 - 2007
Citigroup Asset Management  May 2003 - December 2005
Citigroup Asset Management  July 2001 - May 2003
Oppenheimer Capital   February 1986 - June 1999

Skills
Equities, Fixed Income, Asset Management, Mutual Funds, Accounting, Asset Managment, Hedge Funds, Capital Markets, Financial Reporting, Financial Analysis, Due Diligence, Fund Accounting, Alternative Investments, Financial Markets, Account Reconciliation, Securities, Middle Office, Financial Services

Education
City University of New York-Queens College   1981 — 1986
BA, Accounting and Information Systems

David Schettino David Schettino Greater New York City Area Details
David Schettino's Oppenheimer Capital Experience 1995 - 1996
Job Director Markets and Growth Strategies
Industry Insurance
Experience
MetLife  2007 - Present
New York Life Insurance Company  2006 - 2007
JPMorgan Chase  1997 - 2006
KPMG  1996 - 1997
Oppenheimer Capital   1995 - 1996
Kennedy Associates  1992 - 1995

Skills
Insurance, Financial Services, Relationship Management, Employee Benefits, Vendor Management, Life Insurance, Risk Management, Investments, Strategic Planning, Banking, Retirement, Cross Selling, Health Insurance, Accident Insurance, Disability Insurance, Direct Marketing, Product Development, Underwriting, Portfolio Management, Securities, Strategy, Competitive Analysis, Contract Negotiation, Business Development, Management, Fixed Annuities, Business Strategy, Program Management, New Business Development, Marketing, Product Marketing

Education
New York University, Stern School of Business   2000 — 2003
Master of Business Administration (MBA), Double Major: Marketing and Management / Organizational Behavior

State University of New York at Stony Brook   1986 — 1990
Bachelor of Science (B.S.), Business Management

Adam Whiting Adam Whiting Phoenix, Arizona Area Details
Adam Whiting's Oppenheimer Capital Experience December 1994 - May 1998
Job Principal at Verity Insurance & Financial Services LLC
Industry Financial Services
Experience
Verity Insurance & Financial Services LLC   August 2014 - Present
NYLIFE Securities LLC  March 2011 - Present
Systematic Financial   April 2007 - May 2009
Callan Associates, Inc.   May 2004 - April 2007
J.P. Morgan Asset Management   May 1998 - January 2003
Oppenheimer Capital   December 1994 - May 1998

Skills
Investments, Financial Services, Finance, Insurance, Series 7, IRAs, Series 63, Retirement, Income, Estate Planning, Long Term Care Insurance, Marketing, Competitive Analysis, Fixed Annuities, Licensed Life Insurance..., Thought Leadership, Retirement Planning, Life Insurance, Lifetime Income..., 401(k) Rollovers, Buy/Sell Insurance, Key Person Insurance, Annuity Sales, Gifting Strategies, Legacies, Protection..., Wealth Preservation..., Equities, Leadership, Sales, Strategy

Education
University of Maryland College Park
B.S.

Marlboro High School   1986 — 1990

Nancy Hollis Nancy Hollis Greater Chicago Area Details
Nancy Hollis's Oppenheimer Capital Experience 1997 - 1997
Job Investment Professional, Relationship Manager and Entrepreneur
Industry Financial Services
Experience
MoneyWise Strategies Group   November 2010 - Present
Bivium Capital Partners, LLC   June 2002 - June 2010
Robertson Stephens  August 2000 - February 2002
Goldman Sachs  August 1998 - February 2000
Oppenheimer Capital   1997 - 1997

Skills
Equities, Investments, Portfolio Management, Asset Managment, Asset Allocation, Strategic Planning, Strong Communication..., Superior Client...

Education
Columbia University - Columbia Business School   1996 — 1998
MBA, Finance

New York University   1986 — 1993
BA, Economics

Brad Goldman Brad Goldman Irvington, New York Details
Brad Goldman's Oppenheimer Capital Experience 1988 - 2010
Job President of B. Goldman Value Investors, LLC
Industry Financial Services
Experience
B. Goldman Value Investors, LLC   August 2011 - Present
TCP Global Investment Management   March 2010 - May 2011
Oppenheimer Capital   1988 - 2010

Education
Columbia University in the City of New York   1972 — 1976
Bachelor's degree, Economics

Jennifer Horne,CFA Jennifer Horne,CFA Greater New York City Area Details
Jennifer Horne,CFA's Oppenheimer Capital Experience April 1989 - April 1995
Job Head of Relationship Management at Schroders Investment Management
Industry Financial Services
Experience
Schroders Investment Management  May 2013 - Present
BlackRock  April 2008 - May 2013
Evaluation Associates  April 1995 - April 2007
Oppenheimer Capital   April 1989 - April 1995

Skills
CFA, Asset Allocation, Investment Strategies, Alternative Investments, Fixed Income, Asset Management, Equities

Education
Duke University
BA, Economics/Finance

Donald Vecchiolla Donald Vecchiolla Greater New York City Area Details
Donald Vecchiolla's Oppenheimer Capital Experience March 1996 - June 1999
Job Director Enterprise Architecture at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research  June 2013 - Present
Fiserv Investment Services  January 2009 - 2013
Citi Wealth Management  September 2006 - December 2008
Solomon Smith Barney / Citigroup   July 2000 - September 2006
Bear Stearns &Co.   July 1999 - July 2000
Oppenheimer Capital   March 1996 - June 1999
Government  September 1976 - March 1996

Skills
Enterprise Architecture, SDLC, Program Management, Investment Banking, Architecture, Cross-functional Team..., Software Development, SOA, Data Center, PMO, Web Services, Agile Methodologies, Software Project..., Disaster Recovery, Project Management, Product Management, Requirements Gathering, Business Analysis, Requirements Analysis, Certified SCRUM Master, Unix, Strategy, Business Process, Architectures, Scrum

Education
New York University   1979 — 1982
Masters, Financial Management and Organization Development

Kansas Wesleyan University   1969 — 1972
BA, Philosophy / English

Robert (Bob) Hausler Robert (Bob) Hausler Greater New York City Area Details
Robert (Bob) Hausler's Oppenheimer Capital Experience 2006 - 2009
Job CMO at R.T. Hausler Strategic Marketing LLC
Industry Financial Services
Experience
R.T. Hausler Strategic Marketing LLC   March 2011 - Present
Beck, Mack & Oliver LLC2009 - 2011   2009 - 2011
Oppenheimer Capital   2006 - 2009
AllianceBernstein, LP  January 2001 - January 2005
CIBC Oppenheimer Investment Advisers   January 1999 - January 2001
Seligman Advisors   1997 - 1999
Federated Investors  January 1995 - January 1997
The Fuji Bank and Trust Company   January 1991 - January 1995
J.P. Morgan   August 1978 - February 1991

Skills
Marketing Strategy, Product Management, Marketing Research, Portfolio Management, Strategic Planning, FINRA, Brand Management, Budgets, Series 6, Asset Managment, Mutual Funds, Investments, Alternative Investments, Wealth Management, Equities, Business Development, Asset Management, CRM, Marketing Documents, Leadership, Marketing, Strategy, Hedge Funds

Education
Syracuse University
B.S

Chaminade High School   1970 — 1974

irfan verjee irfan verjee New York, New York Details
irfan verjee's Oppenheimer Capital Experience 1997 - 2000
Job Entrepreneur
Industry Investment Management
Experience
Vestec, Inc   2015 - Present
Verjee Capital   January 2009 - Present
Kingdon Capital  January 2005 - December 2008
Kingdon Capital  March 2000 - January 2005
Oppenheimer Capital   1997 - 2000

Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Investments, Capital Markets, Valuation, Entrepreneurship, Leadership, Leadership Development, Technology Management

Education
McGill University   1993 — 1997
bcom, finance

Michelle Griffiths Michelle Griffiths Fort Lauderdale, Florida Details
Michelle Griffiths's Oppenheimer Capital Experience January 1997 - November 1999
Job Executive Assistant
Industry Executive Office
Experience
Ultimate Software  April 2015 - Present
J.P. Morgan   September 2013 - January 2015
Parmenter Realty Partners  January 2005 - September 2012
URS Corporation  July 2003 - November 2004
Jupiter Partners   September 2000 - September 2001
Oppenheimer Capital   January 1997 - November 1999

Skills
Microsoft Office, Human Resources, Bloomberg Software, Bookkeeping, Web Services, Internet, Internal Communications, Management, Office Management, Office Administration, Marketing, Leadership, Outlook, Real Estate, Social Networking, Social Media, Customer Service, Budgets, Time Management, Microsoft Word, Negotiation, Property Management, Event Planning, Leases, Contract Negotiation, Payroll, Asset Management, Facilities Management, Tenant, Accounts Payable, Investment Properties, Lease Negotiations, Real Estate Development, Commercial Real Estate, Contract Management, Disposition

Education
The University of the State of New York   1983 — 1985

East Stroudsburg University of Pennsylvania   1985 — 1986
Associate of Arts (AA), Business Administration and Management, General, 3.7

Ilya Volchyok Ilya Volchyok Greater New York City Area Details
Ilya Volchyok's Oppenheimer Capital Experience June 1996 - June 1999
Job Vice President; Technology Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2014 - Present
Bank of America  September 2009 - Present
Merrill Lynch  September 2000 - September 2009
Natixis  June 2000 - September 2000
Lazard Freres & Co.   July 1999 - May 2000
Oppenheimer Capital   June 1996 - June 1999

Skills
ITIL, Fixed Income, Trading, Vendor Management, IT Management, Risk Management, Incident Management, PMO, Commodity, SDLC, Integration, Program Management, Disaster Recovery, IT Strategy, PMP, Banking, Information Security, Active Directory, Requirements Gathering, Governance, Information Technology, Management, Data Center, Business Analysis, Servers, Security, Trading Systems, Relationship Management, Project Portfolio..., Enterprise Architecture, Business Continuity, Project Management, Business Intelligence, Virtualization, Business Process..., Requirements Analysis, Visio, Project Delivery, Outsourcing, IT Operations, Analysis, Process Improvement, Software Project...

Education
Pace University   2002 — 2005
Master of Science (M.S.), Information Systems

Pace University - Lubin School of Business   1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems

Amanda Grant Amanda Grant Greater New York City Area Details
Amanda Grant's Oppenheimer Capital Experience 1990 - 1998
Job Principal at Third Street Partners
Industry Financial Services
Experience
Third Street Partners   September 2015 - Present
USAdopt, LLC   April 2011 - Present
Columbia Management  April 2007 - April 2011
Babson Capital Management LLC  2004 - 2006
Curant Associates, LLC   2001 - 2003
Mitchell Hutchins   1998 - 2001
Oppenheimer Capital   1990 - 1998
Shearson Lehman Hutton, Inc.   1987 - 1990

Skills
Adoption, Domestic Adoption, Adoption coaching, Adoption navigation, Coaching, Financing adoption, Adoption process, Leadership Development, Team Building, Organizational..., Strategic Planning, Conflict Resolution, Public Speaking, Change Management, Mergers, Process Improvement, Customer Relations, Staff Development, Business Strategy, Talent Acquisition, Team Leadership, Organizational..., Event Planning, Customer Service, Organizational Design, Marketing Strategy, Marketing, Mergers & Acquisitions, Training, Performance Management, Financial Services, Management, Leadership, Social Services, Program Development, Social Networking, Human Resources, Strategy, Nonprofits, Program Management, Fundraising, Entrepreneurship, Grants, Workshop Facilitation, Start-ups, Recruiting, Executive Management, Management Consulting, Executive Coaching, Policy

Education
Rutgers School of Social Work   2011 — 2012
Clinical Certification in Adoption, Adoption

Hunter College - CUNY   1990 — 1994
MA, English Literature

Pace University   1986 — 1990
BA, English Literature

Robert Mulligan Robert Mulligan Greater New York City Area Details
Robert Mulligan's Oppenheimer Capital Experience 1993 - 1995
Job President at Distribution Revolution
Industry Financial Services
Experience
Distribution Revolution   March 2015 - Present
Mirae Asset Global Investments (USA) LLC   September 2010 - February 2015
Mirae Asset Global Investments (USA) LLC   September 2010 - August 2012
GE  February 2008 - September 2010
Transamerica Capital Inc.  2001 - 2008
GE Financial  1997 - 2001
Keystone Investments  1996 - 1997
Oppenheimer Capital   1993 - 1995
Colonial Funds  1987 - 1993

Skills
Mutual Funds, Investments, Fixed Income, Asset Management, Sales, Strategy, Finance, Team Management, Fixed Annuities, Asset Allocation, Sales Operations, Series 63, Hedge Funds, Leadership, Investment Strategies, Private Equity, Marketing, Series 7, Portfolio Management, Equities, Alternative Investments, Investment Management, Securities, Separately Managed...

Education
The Aji Network   1996 — 2004
BPC

University of Rhode Island   1982 — 1987
BA, Economics

Kai (Jackson) Carroll Kai (Jackson) Carroll Greater Atlanta Area Details
Kai (Jackson) Carroll's Oppenheimer Capital Experience June 1995 - November 1998
Job CoOp Supervisor at MultiVu
Industry Broadcast Media
Experience
MultiVu – Remote   February 2007 - Present
Parsons  January 2005 - February 2007
Gulf Stream Asset Management  October 2002 - September 2004
Barclays Capital  May 2001 - September 2002
PR Newswire  November 1998 - May 2001
Oppenheimer Capital   June 1995 - November 1998

Skills
Microsoft Office, Salesforce.com, Lotus Notes, Access, Management, Analysis, Public Relations, Marketing, Budgets, Strategy, Microsoft Excel, Administrative..., Human Resources, Sales, Media Relations, Newsletters, Databases, Team Leadership, Data Analysis, Outlook, Customer Service, Process Improvement, Social Networking, Social Media Marketing, Program Management, Social Media, Event Management, Retail, Marketing Communications, Corporate Communications, Leadership, Microsoft Word, Project Management, PowerPoint, Event Planning

Education
Pfeiffer University
Bachelors of Science, Business Administration

Michael Pechersky, CFA Michael Pechersky, CFA New York, New York Details
Michael Pechersky, CFA's Oppenheimer Capital Experience 1996 - 1997
Job Wealth Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC  2012 - Present
the Observatory  2010 - 2012
Westrock Group Inc.   2009 - 2010
UBP Asset Management LLC   2008 - 2009
MERRILL LYNCH & CO  2006 - 2008
Citigroup  2002 - 2006
Permal Asset Management  2000 - 2002
Morgan Stanley  1998 - 2000
Oppenheimer Capital   1996 - 1997
Northstar  1995 - 1996

Education
CFA Institute   1999 — 2001
CFA

Pace University - Lubin School of Business   1997 — 2000
MBA, Investment Management

City University of New York-Brooklyn College   1992 — 1995
BS, Accounting

David Cassese David Cassese Greater New York City Area Details
David Cassese's Oppenheimer Capital Experience March 2000 - July 2011
Job Director, Portfolio Manager, BlackRock
Industry Investment Management
Experience
BlackRock  August 2011 - Present
Oppenheimer Capital   March 2000 - July 2011
SAC Capital  2004 - 2005
T. Rowe Price  1998 - 2000
Gabelli & Co.   1996 - 1998

Education
Duke University   1994 — 1998
Economics

Eastchester High School   1990 — 1994

Mark F. Degenhart, Sr. Mark F. Degenhart, Sr. New York, New York Details
Mark F. Degenhart, Sr.'s Oppenheimer Capital Experience January 1999 - March 2006
Job Senior Investment Advisor at Christian Brothers Investment Services
Industry Investment Management
Experience
Christian Brothers Investment Services  December 2013 - Present
University of Scranton - Endowment Investment Committee   April 2006 - Present
Northwestern Mutual  February 2013 - June 2013
Rothschild Asset Management  April 2006 - January 2012
Oppenheimer Capital   January 1999 - March 2006
Palisade Capital Management  August 1993 - December 1998
Cazenove  February 1990 - August 1993
Argus Research  October 1986 - February 1990

Skills
Series 7 (Series 63..., Equities, Fixed Income, Series 7, Portfolio Management, Mutual Funds, Investments, Trading, Asset Management, Series 7 and 66, Life & Health Insurance...

Education
University of Scranton   1981 — 1985
BS, Marketing

James Triglianos James Triglianos Raleigh-Durham, North Carolina Area Details
James Triglianos's Oppenheimer Capital Experience February 1994 - June 1999
Job Senior Manager, Advanced Services Global Delivery Center at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems  June 2011 - Present
Cisco Systems  September 2006 - June 2011
Eagle Rock Alliance  August 2002 - August 2006
JPMorgan Chase & Co.   January 2002 - May 2002
MobileSpring, Inc.   February 2001 - September 2001
TD Ameritrade  June 1999 - February 2001
Oppenheimer Capital   February 1994 - June 1999
CHANEL  August 1992 - February 1994

Education
Fordham University   1988 — 1993
Psychology/Comp. Sci.

Stephen Greenhut Stephen Greenhut Greater New York City Area Details
Stephen Greenhut's Oppenheimer Capital Experience November 1990 - December 1996
Job Principal at SnrG Consulting
Industry Investment Management
Experience
Sentinel Investments  September 2007 - June 2012
Ryan Beck & Co.   August 2003 - September 2007
GE Asset management  June 2001 - July 2003
Morgan Stanley Dean Witter Advisors   December 1996 - June 2001
Oppenheimer Capital   November 1990 - December 1996
SEI Corporation  August 1989 - November 1990
Sumitomo Bank of New York Trust Company   March 1988 - August 1989

Skills
Financial Services, Consultative Sales..., Investment Sales, Relationship Management, Investments, Investment Strategies, Investment Research, Due Diligence, Competitive Analysis, Sales Presentation..., Peer Mentoring, Institutional Sales, Institutional..., New Business Development, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Separately Managed..., Equities, Fixed Income, ETFs, Strategy, Finance, Securities, FINRA, 401k, Series 6, Series 7, Series 63, Series 65, Six Sigma, Certified Green Belt, Certified Investment..., Morningstar Direct, Bloomberg

Education
The University of Connecticut   1983 — 1987
BA, Economics

Staples High School   1981 — 1983

Janet McCreesh Janet McCreesh New York, New York Details
Janet McCreesh's Oppenheimer Capital Experience 1985 - 2002
Job Management Duce
Industry Construction
Experience
Masterpieces Unfolded   2013 - Present
Duce Construction Corporation   2007 - Present
Oppenheimer Capital   1985 - 2002

Skills
Administrative..., Customer Service, Management, Microsoft Office, Sales, Strategic Planning, Marketing Strategy, Budgets, Microsoft Excel, Marketing, Leadership

Education
Arbinger Institute

St. John's University

Scott Kendall Scott Kendall Greater Chicago Area Details
Scott Kendall's Oppenheimer Capital Experience January 2007 - January 2009
Job Kendall Realty Advisors
Industry Real Estate
Experience
Kendall Realty Advisors LLC   January 2009 - Present
Clayton  September 2012 - October 2012
Oppenheimer Capital   January 2007 - January 2009
FNMA  2003 - 2006
Kensington Realty Advisors   September 2003 - August 2005
Greystone Servicing Corporation, Inc.   June 1998 - April 2002
Arbor Commercial Mortgage  May 1997 - May 1998
Fannie Mae  December 1993 - May 1997
Kendall Mortgage Company   June 1983 - June 1992

Skills
Management, Real Estate, Investment Properties, Loans, Mortgage Lending, Funding, Commercial Real Estate, Due Diligence, Apartments, Financial Analysis, Asset Management, Financial Modeling, Real Estate Development, FHA, Real Estate Economics, Commercial Mortgages, Social Media Marketing, Underwriting, Joint Ventures, Valuation, Contract Negotiation, Negotiation, Construction Loans, Finance, Affordable Housing, Refinance, Mortgage, Healthcare, Mortgage Banking, Property, Portfolio Management, Real Estate Finance, Customer Relations

Education
Community Associations Institute   2015 — 2015
CMCA, Community Associations Management

Miami University   1978 — 1983
BA, Real Estate, Finance, Accounting

Kristina Salen Kristina Salen Brooklyn, New York Details
Kristina Salen's Oppenheimer Capital Experience May 2002 - December 2005
Job CFO, Etsy
Industry Internet
Experience
Etsy  January 2013 - Present
Cornerstone OnDemand  July 2014 - Present
Trunk Archive  October 2011 - Present
Fidelity Investments  January 2006 - January 2013
Oppenheimer Capital   May 2002 - December 2005
Merrill Lynch  June 1997 - June 2001
Lazard Freres  April 1996 - June 1997
SBC Warburg  December 1994 - April 1996

Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Asset Managment, Financial Analysis, Equity Valuation, Mutual Funds, Digital Media, Media, Internet Strategy, Business Strategy, New Business Development, Private Equity, M&A experience, Venture Capital, Asset Management, Emerging Markets

Education
Columbia University - Columbia Business School   2001 — 2003
MBA, Finance

Vassar College   1989 — 1993
BA, political science

John Ebanietti John Ebanietti Greater New York City Area Details
John Ebanietti's Oppenheimer Capital Experience March 2000 - January 2012
Job Senior Vice President – Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  January 2012 - Present
Oppenheimer Capital   March 2000 - January 2012

Education
University of Pennsylvania - The Wharton School   2002 — 2003
CIMA, Investment Management

University of Oxford   1982 — 1983
BS, Economics/ Math

Boston College   1978 — 1982
BA, Economics/ Math

Pearl River High School   1974 — 1978

St. Mary's University School of Law

Denny Galindo Denny Galindo Greater New York City Area Details
Denny Galindo's Oppenheimer Capital Experience June 2006 - August 2006
Job
Industry Investment Management
Experience
Morgan Stanley  September 2013 - Present
UBS Investment Bank  June 2010 - September 2013
Gabelli Asset Management  July 2007 - March 2009
Gabelli & Co., Inc.   2007 - March 2009
GAMCO Investors, Inc.   2007 - 2009
Oppenheimer Capital   June 2006 - August 2006
Accenture  March 2001 - 2005

Skills
Financial Modeling, Industry Analysis, Commodities, Accounting, Financial Reporting, Financial Analysis, Valuation, Forecasting, Corporate Finance, Equity Research, DCF, Due Diligence, Technical Analysis, Equity Valuation, Equities, Excel, Business Valuation, Fundamental Research, Investments, Value Investing, Bloomberg, Commodity, Microsoft Excel, Investment Banking, Portfolio Management, Emerging Markets, Asset Management, Financial Markets

Education
Columbia University - Columbia Business School   2005 — 2007
MBA

University of Texas   1996 — 2000
BS

Jim Molinelli Jim Molinelli Cary, North Carolina Details
Jim Molinelli's Oppenheimer Capital Experience September 1994 - December 1996
Job AVP / Client Onboarding at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse  October 2009 - Present
Done Write Résumé   November 2007 - Present
Barclays Capital  August 1998 - December 2008
Citibank  December 1996 - August 1998
Oppenheimer Capital   September 1994 - December 1996
OffitBank  October 1993 - September 1994

Skills
Middle Office, Process Improvement, Fixed Income, Emerging Markets, Back Office, USA PATRIOT Act, KYC, AML, Resume Writing, Interview Preparation, Personal Branding, Microsoft Excel, Hedge Funds, Capital Markets, Educational Workshops, Leadership, Trading Systems, Risk Management, Electronic Trading, Interviews, Onboarding

Education
William Paterson University of New Jersey   1990 — 1992
Bachelor of Arts, Communication

Ocean County College   1988 — 1990
Associate of Arts, History

Tony Daluise Tony Daluise Greater New York City Area Details
Tony Daluise's Oppenheimer Capital Experience October 1996 - May 2001
Job VP Finance at NFP
Industry Financial Services
Experience
National Financial Partners  May 2002 - Present
Investment Management Services  May 2001 - May 2002
Oppenheimer Capital   October 1996 - May 2001

Education
Kean University   1991 — 1993

Sharon Highland Sharon Highland Greater New York City Area Details
Sharon Highland's Oppenheimer Capital Experience 1982 - 1997
Job Owner, Barak Asset Management, LLC
Industry Financial Services
Experience
Barak Asset Management, LLC   September 2006 - Present
BlackRock  December 2002 - August 2006
Oppenheimer Capital   1982 - 1997

Education
CUNY York College
Bachelor's degree, Accounting and Business/Management

Jared Knote, CFA Jared Knote, CFA New York, New York Details
Jared Knote, CFA's Oppenheimer Capital Experience February 2007 - September 2008
Job Vice President, Global Institutional Capital Group at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  March 2015 - Present
Wells Fargo  April 2012 - Present
Wells Fargo Securities  July 2011 - March 2012
Carnegie Mellon University  June 2010 - August 2010
SecondMarket, Inc.   January 2009 - July 2009
Oppenheimer Capital   February 2007 - September 2008
AllianceBernstein  2006 - 2007
Consulting Services  2002 - 2005

Skills
Valuation, Financial Modeling, Equities, Statistics, Investments, Bloomberg, Investment Strategies, Hedge Funds, Investment Advisory, Portfolio Management, Alternative Investments, Consulting, Financial Analysis, Marketing, Derivatives, Asset Management, Asset Allocation, Trading, Fixed Income, Strategy

Education
Carnegie Mellon University - Tepper School of Business   2009 — 2011
MBA, Investment Strategy (select program) – quantitative finance, financial engineering, and strategy

Dartmouth College   2000 — 2004
AB, Geography/Economics, Cum Laude

CFA Institute
CFA Institute, CFA

Garden City High School

Marilena K. Greig Marilena K. Greig Greater New York City Area Details
Marilena K. Greig's Oppenheimer Capital Experience January 1990 - April 1992
Job Aflac, Regional Broker Development Coordinator
Industry Insurance
Experience
AFLAC  March 2007 - Present
Oppenheimer Capital   January 1990 - April 1992
Lehman Brothers Holdings Inc.  August 1983 - January 1990

Skills
Term Life Insurance, Health Insurance, Disability Insurance, Insurance, Umbrella Insurance, Cafeteria Plans, Employee Benefits, Universal Life, Whole Life, Life Insurance, Property & Casualty..., Long-term Care, Small Business, Critical Illness, Sales, Accident, Health Savings Accounts, Licensed Life & Health..., Brokers, Flexible Spending..., Permanent Life Insurance, Accident Insurance, Homeowners, Group Insurance, Life & Health Insurance...

Education
Drew University   1979 — 1983
B.A., Political Science

Norman Yang Norman Yang San Francisco, California Details
Norman Yang's Oppenheimer Capital Experience 2000 - 2001
Job Vice President Division Risk Manager at MUFG Americas
Industry Banking
Experience
MUFG Americas  August 2013 - Present
KPMG, LLP  January 2005 - August 2013
Countrywide Securities Corporation  2003 - 2004
Western Asset Management  2001 - 2003
Oppenheimer Capital   2000 - 2001

Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Hedge Funds, Fixed Income, Investment Management, Financial Analysis, Equities, Capital Markets, Due Diligence, Portfolio Management, Private Equity, Financial Risk, Asset Managment, Basel II, Market Risk, Credit Risk, Operational Risk

Education
University of Colorado at Denver   1998 — 1999
MBA, Finance

University of Colorado Boulder
B.A., Environmental Biology

Benjamin Huan Benjamin Huan Chicago, Illinois Details
Benjamin Huan's Oppenheimer Capital Experience 2007 - 2007
Job Trading Team Lead at KCG Holdings
Industry Financial Services
Experience
KCG Holdings   June 2014 - Present
Getco LLC  May 2011 - May 2014
DRW Trading Group  June 2010 - August 2010
JPMorgan Chase  June 2009 - August 2009
Oppenheimer Capital   2007 - 2007
New York Life Investment Management  2004 - 2004

Education
Massachusetts Institute of Technology   2007 — 2011
Bachelors, Electrical Engineering / Computer Science, Management

Joe Huan Joe Huan Chicago, Illinois Details
Joe Huan's Oppenheimer Capital Experience 2007 - 2007
Job Algorithmic Trader at Allston Trading
Industry Financial Services
Experience
Allston Trading  May 2011 - Present
Joe Huan Photography   January 2015 - Present
Five Rings Capital   June 2010 - August 2010
Morgan Stanley  June 2009 - August 2009
Oppenheimer Capital   2007 - 2007

Skills
Investment Banking, Risk Management, Bloomberg, Capital Markets, Financial Modeling, Fixed Income, Trading Systems, Derivatives, Bonds, Trading, Photography, Portrait Photography, Food Photography, Digital Photography

Education
Massachusetts Institute of Technology   2007 — 2011
Bachelor of Science (B.S.), Electrical Engineering and Computer Science

Massachusetts Institute of Technology   2007 — 2011
Bachelor of Science (B.S.), Management Science

Dori Fackler Dori Fackler Greater Los Angeles Area Details
Dori Fackler's Oppenheimer Capital Experience January 1996 - January 1998
Job Strategy Manager at Cellular Accessories
Industry Wireless
Experience
Cellular Accessories For Less (CAFL)   November 2002 - Present
Twentieth Century Fox  June 2001 - August 2001
Barrow, Hanley, Mewhinney & Strauss, Inc   January 1998 - January 2000
Oppenheimer Capital   January 1996 - January 1998

Skills
Business Analysis, Analysis, Business Process, Management, Process Improvement, Marketing, Coaching, Account Management, Operations Management, Budgets, Project Management, Product Management, Financial Modeling, New Business Development

Education
University of Southern California - Marshall School of Business   2000 — 2002
MBA, Corporate Strategy

University of Southern California - Marshall School of Business   2000 — 2002
Master, Business Administration

The University of Texas at Austin   1991 — 1995
BA, Psychology

The University of Texas at
Bachelor of Arts, Psychology

Kerry Anne Murphy Kerry Anne Murphy San Francisco Bay Area Details
Kerry Anne Murphy's Oppenheimer Capital Experience 2001 - 2006
Job Senior Vice President at Eagle Asset Management
Industry Investment Management
Experience
Eagle Asset Management  2012 - Present
Ranieri Partners/Glen Point Partners   2009 - 2012
Allegiant Asset Management  2007 - 2009
BNY Asset Management  2006 - 2007
Oppenheimer Capital   2001 - 2006
Credit Suisse  1998 - 2001

Education
Boston University School of Law
JD

Colgate University
BA

John Ajay John Ajay Greater New York City Area Details
John Ajay's Oppenheimer Capital Experience August 1999 - May 2003
Job Equity Research Analyst & Portfolio Manager
Industry Investment Management
Experience
Akre Capital Management   July 2012 - January 2014
Iridian Asset Management  June 2008 - April 2012
Principled Capital Management  July 2006 - March 2008
Shumway Capital Partners   May 2003 - June 2006
Oppenheimer Capital   August 1999 - May 2003

Education
University of Pennsylvania - The Wharton School   1997 — 1999
MBA, Finance

Rice University   1989 — 1993
BA/BS, Electrical Engineering, Mathematical Economics

Nancy Enslein Stuebe Nancy Enslein Stuebe Greater New York City Area Details
Nancy Enslein Stuebe's Oppenheimer Capital Experience April 1993 - July 1995
Job Senior Research Analyst at Gabelli Group Capital Partners
Industry Financial Services
Experience
Gabelli Performance Partnership, LP   April 2015 - Present
AIS Capital Management, L.P.   August 2008 - March 2015
GAMCO Investors, Inc.   May 2005 - August 2008
William D. Witter, Inc.   August 2003 - May 2005
Weiss, Peck & Greer LLC   June 1998 - August 2003
Advent Capital Management  July 1995 - June 1998
Oppenheimer Capital   April 1993 - July 1995

Skills
Portfolio Management, Equities, Hedge Funds, Investments, Financial Analysis, Securities, Equity Research, Stock Picking, Microsoft Excel, Microsoft Word, Trading, Equity Valuation, Investment Banking, Mergers & Acquisitions, Fixed Income, Venture Capital, Valuation, Commodity, Investment Strategies, Asset Management

Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance, Money & Financial Markets

Wellesley College
Bachelor's Degree, Economics

Regina Chi Regina Chi Orlando, Florida Area Details
Regina Chi's Oppenheimer Capital Experience October 2008 - June 2009
Job Portfolio Manager of International Investments at DePrince, Race & Zollo, Inc.
Industry Investment Management
Experience
DePrince, Race & Zollo, Inc.   December 2012 - Present
DePrince, Race & Zollo, Inc.   February 2010 - December 2012
Oppenheimer Capital   October 2008 - June 2009
Federated Global   August 1999 - October 2008
Clay Finlay  1991 - 1999

Skills
Portfolio Management, Investments, Equities, Equity Research, Bloomberg, Valuation, Asset Management, Emerging Markets, Financial Modeling, Investment Management

Education
Columbia University in the City of New York   1990 — 1994
B.A., Economics-Philosophy

Montclair Kimberley Academy   1986 — 1990

Sturgis Woodberry Sturgis Woodberry Greater New York City Area Details
Sturgis Woodberry's Oppenheimer Capital Experience 1996 - 2002
Job Managing Director at Iridian Asset Management
Industry Financial Services
Experience
Iridian Asset Management  Vice PresidentOppenheimer Capital1996 - 2002
Oppenheimer Capital   1996 - 2002
Oppenheimer Capital   1996 - 2002

Education
Harvard Business School   1992 — 1994

Dartmouth College

Phillips Academy

Louis P. Goldstein Louis P. Goldstein Greater New York City Area Details
Louis P. Goldstein's Oppenheimer Capital Experience June 1991 - September 2008
Job Private Investor at My Own Portfolio
Industry Investment Management
Experience
Private Investor  September 2008 - Present
Oppenheimer Capital   June 1991 - September 2008

Skills
Equities, Asset Management, Equity Research, Financial Analysis

Education
University of Pennsylvania - The Wharton School   1978 — 1983
B.S., M.B.A., Finance, Marketing

Alexandra Reichgott Alexandra Reichgott Greater New York City Area Details
Alexandra Reichgott's Oppenheimer Capital Experience 2001 - 2007
Job Client Service
Industry Financial Services
Experience
Oppenheimer Capital   2001 - 2007

Education
Binghamton University   1995 — 1999

Julie Neumann Julie Neumann Greater New York City Area Details
Julie Neumann's Oppenheimer Capital Experience 1988 - 1990
Job Corporate Access
Industry Financial Services
Experience
Cowen and Company  June 1990 - Present
Oppenheimer Capital   1988 - 1990

Skills
New Business Development, Digital Media, Business Development, Business Strategy, Strategy

Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Marketing

University of Maryland College Park   1984 — 1988
BS in Marketing, Marketing Finance

Pawel Wroblewski Pawel Wroblewski Greater New York City Area Details
Pawel Wroblewski's Oppenheimer Capital Experience October 2000 - August 2008
Job Director at Global Currents Investment Management
Industry Investment Management
Experience
Global Currents Investment Management   September 2008 - Present
Oppenheimer Capital   October 2000 - August 2008
CA IB Securities   1998 - 2000
Credit Suisse First Boston  1996 - 1998

Education
Columbia University - Columbia Business School   2007 — 2008
MBA

Warsaw School of Economics   1993 — 1997
MA

Li-Cheng Chu Li-Cheng Chu Greater New York City Area Details
Li-Cheng Chu's Oppenheimer Capital Experience 1998 - 1999
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Oppenheimer Capital   1998 - 1999

Education
Old Dominion University   1979 — 1981

Karen Foley, CPA Karen Foley, CPA Greater New York City Area Details
Karen Foley, CPA's Oppenheimer Capital Experience February 1993 - September 1994
Job Managing Director at ACA Compliance Group
Industry Investment Management
Experience
ACA Performance Services  March 2014 - Present
CFA Institute  2010 - Present
Deloitte & Touche  September 2000 - March 2014
Credit Suisse Asset Management  1998 - September 2000
Warburg Pincus Asset Management  July 1997 - September 2000
Stein Roe & Farnham  December 1995 - July 1997
Furman Selz  September 1994 - December 1995
Oppenheimer Capital   February 1993 - September 1994

Skills
Investment Management, Asset Managment, Mutual Funds, GIPS, Investment Performance, Auditing, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Investments, Performance Measurement, Investment Advisory, Fund Accounting, Risk Management, Operational Risk, Internal Controls, Client Services, Asset Management, Financial Services, Fixed Income, Management Consulting

Education
Hofstra University   1989 — 1992
Bachelor of Business Administration (BBA), Accounting

Sachem

Emily Brody Emily Brody Greater New York City Area Details
Emily Brody's Oppenheimer Capital Experience August 1994 - February 1997
Job Vice President, Private Wealth Management Client Marketing, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  July 2013 - Present
Invesco Ltd.  June 2010 - June 2013
Morgan Stanley Investment Management  January 2005 - May 2010
Dreyfus  March 1997 - December 2004
Oppenheimer Capital   August 1994 - February 1997

Skills
Product Marketing, Series 7, Marketing Strategy, Series 63, Direct Mail, Product Management

Education
University at Albany, SUNY   1990 — 1994
BS, Magna Cum Laude, Business Administration – Finance/Marketing

Vikki Hanges Vikki Hanges Santa Fe, New Mexico Details
Vikki Hanges's Oppenheimer Capital Experience 1982 - 2002
Job Portfolio Manager at State of New Mexico
Industry Investment Management
Experience
State of New Mexico  2011 - Present
WestLB NY   March 2006 - July 2011
WestLB Asset Management   July 2003 - February 2006
Oppenheimer Capital   1982 - 2002

Skills
Capital Markets, Investments, Bonds, Securities, Alternative Investments, Trading Systems, Risk Management, Finance, Hedge Funds, Portfolio Management, Mutual Funds, Asset Managment, Emerging Markets, Financial Analysis, Financial Modeling, Fixed Income, Asset Management, Equities, Derivatives, Structured Finance, Asset Allocation

Education
Cornell University   1979 — 1981
Bachelor of Science (BS)

Sharon Highland, CIMA Sharon Highland, CIMA Greater New York City Area Details
Sharon Highland, CIMA's Oppenheimer Capital Experience January 1982 - June 1997
Job Owner, Barak Asset Management
Industry Financial Services
Experience
Barak Asset Management   September 2006 - Present
BlackRock  December 2002 - August 2006
Allianz Global Investors  May 1997 - November 2002
PIMCO Advisors, LP._Oppenheimer Capital, LP. - Division of Allianz Group   1997 - 2002
PIMCO  1997 - 2001
Oppenheimer Capital   January 1982 - June 1997

Education
City University of New York City College
BS, Business Administration and Minor Accounting

Amos Warren Amos Warren Greater New York City Area Details
Amos Warren's Oppenheimer Capital Experience June 1998 - August 2000
Job Portfolio Manager at Altius Capital Management
Industry Financial Services
Experience
Altius Capital Management   June 2011 - Present
Warren International, LLC   January 2008 - Present
Altius Capital Management   August 2000 - December 2007
High Rise Partners   2000 - 2002
Oppenheimer Capital   June 1998 - August 2000

Skills
Hedge Funds, Equities, Asset Managment, Portfolio Management, Equity Research, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Financial Modeling, Valuation, Derivatives, Business Development, Due Diligence

Education
Princeton University   1993 — 1998
B.A., Politics, Economics

Lawrenceville   1989 — 1993

Tina D. Tian Tina D. Tian Greater New York City Area Details
Tina D. Tian's Oppenheimer Capital Experience 2009 - Present
Job Research Analyst
Industry Investment Management
Experience
Oppenheimer Capital   2009 - Present
Nicholas Applegate  2008 - 2008
Guotai Jun'an Allianz Fund Management   2003 - 2007

Skills
Equity Research, Bloomberg

Education
Yale University - Yale School of Management   2007 — 2009
MBA, Finance

London School of Economics and Political Science
Finance

Peking University
BA, Economics/ English Literature

Frank P. L. Minard Frank P. L. Minard Greater New York City Area Details
Frank P. L. Minard's Oppenheimer Capital Experience February 1983 - February 1993
Job Managing Partner at XT Capital Partners
Industry Marketing and Advertising
Experience
XT Capital Partners   May 2004 - Present
InvestorForce  May 1999 - 2004
Morgan Stanley Asset Management  1998 - 1999
Bankers Trust  1996 - 1998
Mitchell Hutchins Asset Management  February 1993 - May 1996
Oppenheimer Capital   February 1983 - February 1993

Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Management, Investments, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Securities, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investor Relations, Venture Capital, Series 63, Fund Of Funds, Asset Managment, Marketing Strategy and..., Branding and Positioning, Sales Strategy, Series 62, Series 24

Education
Rutgers Graduate Business School   1972 — 1975
MBA, Finance, With Honors

University of North Carolina at Chapel Hill   1964 — 1968
BA, English

The Taft School   1960 — 1963
High School

The Taft School

Christine Schneider Christine Schneider San Francisco Bay Area Details
Christine Schneider's Oppenheimer Capital Experience September 2001 - November 2007
Job Executive Director Consultant Relations at UBS Global Asset Management (Americas)
Industry Financial Services
Experience
UBS Global Asset Management  March 2012 - Present
QS Investors, LLC  August 2010 - January 2012
DB Advisors  January 2008 - August 2010
Oppenheimer Capital   September 2001 - November 2007
Donaldson, Lufkin & Jenrette   1987 - 2000

Skills
Alternative Investments, Asset Management, Derivatives, Fixed Income, Investments, Equities, Investment Management, Hedge Funds, Asset Allocation, Portfolio Management, Mutual Funds, Emerging Markets, Corporate Finance, Trading, Series 7, Securities, Valuation, Bloomberg, Institutional..., Investor Relations, Investment Strategies, Wealth Management, Investment Banking, Private Equity, FINRA, Risk Management, Asset Managment, Capital Markets, Equity Research, ETFs, Bonds, Fund Of Funds

Education
New York University - Leonard N. Stern School of Business   1990 — 1993
MBA, Finance

State University of New York College at Potsdam   1983 — 1987
Bachelor of Science (B.S.), Mathematics and Computer Science

Nicole Guy Nicole Guy Greater New York City Area Details
Nicole Guy's Oppenheimer Capital Experience March 1994 - August 2000
Job Vice President at JPM
Industry Banking
Experience
J.P. Morgan   June 2013 - Present
J.P. Morgan   September 2007 - June 2013
Morgan Stanley Investment Management  August 2000 - September 2007
Morgan Stanley  August 2000 - September 2007
Morgan Stanley Investment Management - London   January 2004 - December 2004
Oppenheimer Capital   March 1994 - August 2000
Dreyfus  1992 - 1993

Skills
Securities, Equities, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Global Custody, Capital Markets, Asset Managment, Middle Office, Electronic Trading, Swaps, Investment Banking, Bonds, Asset Allocation, Financial Risk, Trading Systems, Series 7, Investments, Bloomberg, Corporate Actions, Trading, Emerging Markets, Asset Management, Derivatives, Alternative Investments, Risk Management, Cash Management, Banking, Securities Lending, Back Office, Relationship Management, Equity Derivatives, Portfolio Management, Fund Administration, Options

Education
LIU Post   1989 — 1992
BS, Business Administration

Bennett Kaplan Bennett Kaplan Greater Atlanta Area Details
Bennett Kaplan's Oppenheimer Capital Experience 1992 - 2000
Job Principal at InvestTech
Industry Financial Services
Experience
InvestTech Systems Consulting  2003 - Present
Robeco Investment Management  2000 - 2003
Oppenheimer Capital   1992 - 2000
US Trust  1987 - 1992

Skills
Alternative Investments, Corporate Actions, Investment Management, Investments, Portfolio Management, SDLC, Strategy, Trading, Business Analysis, Management, Integration, Mutual Funds, Equities, Financial Services, Fixed Income

Education
D'Amore-McKim School of Business at Northeastern University   1985 — 1987
MBA, Finance

University at Buffalo   1981 — 1985
BS, Information Technology

Rob Schiavone Rob Schiavone Greater New York City Area Details
Rob Schiavone's Oppenheimer Capital Experience September 1992 - March 2000
Job SVP Sr. Service Delivery Manager at Bank of America
Industry Financial Services
Experience
Bank of America  2000 - Present
Oppenheimer Capital   September 1992 - March 2000
Citigroup  2000 - 2000
Sheft & Sheft  1990 - 1992

Skills
PMP, Six Sigma, Service Delivery, PMO, Enterprise Software, Networking, Change Management, Relationship Management, IT Strategy, ITIL Certified, Risk Management, ITIL, Project Management, Management, Program Management, Resource Management, Business Process..., Banking, Business Analysis, Financial Risk, Process Improvement, IT Management, Financial Services, Financial Analysis, Financial Reporting, IT Infrastructure..., Cost Transparency, Project Portfolio...

Education
Manhattan College
BS, Computer Information Services

Fordham Prep

St. Gabriels

Jacqueline Dobbs Jacqueline Dobbs Greater New York City Area Details
Jacqueline Dobbs's Oppenheimer Capital Experience May 1996 - February 2001
Job Compliance Manager
Industry Financial Services
Experience
Allianz  June 2010 - Present
AllianceBernstein  February 2001 - May 2010
Oppenheimer Capital   May 1996 - February 2001
Oppenheimer Capital   May 1996 - February 2001
DIME Savings Bank  March 1987 - May 1996

Education
City University of New York-Brooklyn College   1995 — 1998
Masters of Economics, Economics

City University of New York-Brooklyn College   1986 — 1991
Bachelor of Science, Business, Management and Finance

Kristy John Kristy John Fort Collins, Colorado Area Details
Kristy John's Oppenheimer Capital Experience 1987 - 1995
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones  September 2007 - Present
StarTek  September 2002 - September 2007
Great-West Life and Annuity Insurance Company  1996 - 2000
Life Partners Group  1995 - 1996
Oppenheimer Capital   1987 - 1995

Skills
Client Services, Office Administration, Insurance, Long Term Care, Billing, Customer Service, Outlook, Compliance, Mutual Funds, Administration, Excel, PowerPoint, Customer Relations, Word, Time Management, Employee Relations, Microsoft Office, Scheduling, Call Center, Inventory Management, Supervisory Skills, Documentation, Customer Satisfaction, Problem Solving, Process Improvement, Account Management, Investments, Team Building, Event Planning, Coaching, Sales Support, Team Leadership, Life Insurance, Financial Services, Microsoft Excel, Process Scheduler, Workforce Management, Call Centers, Management, Analysis, Finance, Recruiting, Marketing, Office Management, Leadership, Training, Administrative..., Spreadsheets, Telecommunications, Data Entry

Education
Colorado State University-Global Campus   2010 — 2012
Business Management, Business Administration and Management, General, 3.78

University of Phoenix   2009 — 2010
Business, Business Administration

University of Northern Colorado   1979 — 1982
Business, Administration

Adefolahan Oyefeso Adefolahan Oyefeso Greater New York City Area Details
Adefolahan Oyefeso's Oppenheimer Capital Experience August 1996 - June 1999
Job Vice President of Operations & Finance / Asst. Treasurer IndexIQ Funds at IndexIQ Advisors LLC
Industry Financial Services
Experience
IndexIQ Advisors LLC   January 2015 - Present
Bank of New York Mellon  March 2011 - January 2015
Bank of New York Mellon  2007 - March 2011
Artio Global Investors (formally Julius Baer Investment Management)   2005 - 2007
Legg Mason (formally Citigroup Asset Management)   2003 - 2005
Lazard Asset Management  2001 - 2003
Oppenheimer Capital   August 1996 - June 1999

Skills
Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Pricing Analysis, Expense Budget..., Securities Regulation, ETFs, Fund Accounting, Fund Administration, SEC filings, Trading, Due Diligence, Mergers, Investments, Securities, Asset Management, Bloomberg

Education
Pace University - Lubin School of Business   1992 — 1997
BBA, Accounting

Michael Fensterstock Michael Fensterstock Greater New York City Area Details
Michael Fensterstock's Oppenheimer Capital Experience August 2006 - September 2008
Job Founder at Aromaflage, to health, long life, and living natrally
Industry Consumer Goods
Experience
Aromaflage, fragrance with function   May 2013 - Present
Fensterstock & Partners LLP  November 2008 - May 2013
Oppenheimer Capital   August 2006 - September 2008
Canon Business Services   2005 - 2006

Skills
Commercial Litigation, Investments, New Business Development, Asset Managment, Litigation, Consumer Products, Health, Contract Negotiation, Marketing, Project Management, Asset Management, Sales, Corporate Law, Real Estate, Competitive Analysis, Leadership, Fundraising, Marketing Strategy, Business Strategy, Team Building, Entrepreneurship, Social Media, Management, Social Media Marketing, Strategic Planning

Education
The Johns Hopkins University - Carey Business School   2011 — 2013
MBA

Bowdoin College
AB, Psychology and English

Roger D. Mack Roger D. Mack Greater New York City Area Details
Roger D. Mack's Oppenheimer Capital Experience 1990 - 1997
Job Director, Financial Institutions at Baron Capital
Industry Financial Services
Experience
Baron Capital Group, Inc.   June 2014 - Present
Goldman Sachs  July 2009 - June 2014
JPMorgan  2006 - 2009
UBS Investment Bank  1997 - 2005
Oppenheimer Capital   1990 - 1997
Shearson Lehman Hutton Inc  1989 - 1990

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

Rochester Institute of Technology   1980 — 1984
BS

Darryl Grayson Darryl Grayson Greater Philadelphia Area Details
Darryl Grayson's Oppenheimer Capital Experience 1992 - 1997
Job Director of Client Relations and Business Development
Industry Financial Services
Experience
ACR-Alpine Capital Research   November 2009 - Present
Wilmington Trust  2006 - March 2009
Gabelli Asset Management  August 2003 - June 2006
M&T Bank  2001 - 2003
Delaware Investments  1997 - 2001
Bankers Trust  1995 - 1997
Oppenheimer Capital   1992 - 1997
Citibank  1985 - 1987

Skills
Mutual Funds, Asset Management, Series 63, Investments, Wealth Management, New Business Development, Financial Markets, Executive Management, Strategic Planning, Sales Management, Business Strategy

Education
Binghamton University   1979 — 1983
ba, history

Fordham Gabelli School of Business

ilana marcus ilana marcus Greater New York City Area Details
ilana marcus's Oppenheimer Capital Experience March 1994 - November 1996
Job Chief Compliance Officer at Octagon Credit Investors, LLC
Industry Financial Services
Experience
Octagon Credit Investors, LLC   July 2011 - Present
Alcentra NY, LLC   April 2010 - June 2011
Standard & Poor's   February 2005 - March 2009
Nomura Holdings America, Inc.   October 2003 - February 2005
TIAA-CREF  November 1996 - September 2003
Oppenheimer Capital   March 1994 - November 1996
BT Variable   March 1993 - March 1994
U.S. Securities and Exchange Commission   July 1989 - March 1993
Pridential-Bache Securities / Prudential Mutual Fund Management   September 1987 - July 1989

Skills
Securities Regulation, Securities Exchange Act..., Asset Managment, Investment Advisers Act, Investment Company Act, Equities, Asset Management, FINRA, Hedge Funds, AML, Securities, Private Equity, Financial Regulation, Structured Finance, Due Diligence

Education
Brooklyn Law School   1985 — 1987
Doctor of Law (J.D.)

Albany Law School of Union University   1984 — 1985
Law

Queen's University   1981 — 1984
Bachelor of Commerce (B.Com.) with Honors

Robert Brault Robert Brault Greater New York City Area Details
Robert Brault's Oppenheimer Capital Experience 1989 - 1999
Job Managing Director Mutual Fund Administration at Legg Mason
Industry Financial Services
Experience
Legg Mason  2005 - Present
Citigroup  2000 - 2005
Investors Capital  1999 - 2000
Oppenheimer Capital   1989 - 1999
dreyfus  1987 - 1988

Education
Adelphi University   1992 — 1996
mba, finance

State University of New York College at Brockport   1983 — 1987
bs, accounting/finance

JOHN R. CLIFFORD JOHN R. CLIFFORD New York, New York Details
JOHN R. CLIFFORD's Oppenheimer Capital Experience January 1997 - June 1999
Job Managing Director at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co.  February 2005 - Present
Roanoke Asset Management   June 1999 - February 2005
Oppenheimer Capital   January 1997 - June 1999
Neuberger Berman  January 1996 - June 1997

Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Trading, Capital Markets, Asset Management, Series 7, Management, Securities, Bloomberg, Trading Systems, Portfolio Management, Investments, Financial Markets, Financial Services, Series 63, Derivatives, Investment Banking, Bonds, Electronic Trading, Equity Trading

Education
New York University   2006 — 2009
Risk Management

Adelphi University   1994 — 1995
Finance

Edward Magda Edward Magda Greater New York City Area Details
Edward Magda's Oppenheimer Capital Experience 1992 - 1995
Job Vice President Capital Markets at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  July 2010 - Present
NPA Financial Services Inc.   July 2009 - July 2010
Fiduciary Trust   2005 - 2008
U.S. Trust   1997 - 2005
Oppenheimer Capital   1992 - 1995

Skills
Credit, Wealth Management, Securities, Series 63, Mutual Funds, Trading, Due Diligence, Strategy, Strategic Planning, Derivatives, Investment Banking, Financial Modeling, Valuation

Education
Ramapo College of New Jersey   1984 — 1989
BA, Economics

Thomas Gatto, CIMA Thomas Gatto, CIMA Greater New York City Area Details
Thomas Gatto, CIMA's Oppenheimer Capital Experience February 1998 - May 2000
Job Business Development at Artivest
Industry Financial Services
Experience
Artivest  June 2015 - Present
Reality Shares, Inc.   February 2014 - June 2015
Gotham Asset Management, LLC  January 2010 - December 2013
BlackRock  2003 - 2009
PIMCO Allianz/Nicholas Applegate   2000 - 2002
Oppenheimer Capital   February 1998 - May 2000

Skills
Mutual Funds, Financial Services, Account Management, Strategies, Series 7, Alternative Investments, Wealth Management, Hedge Funds

Education
Fairfield University   1982 — 1986
BA, Economics

Kathy Kapiloff Kathy Kapiloff Greater New York City Area Details
Kathy Kapiloff's Oppenheimer Capital Experience 2003 - 2004
Job Fixed Income Taxable Trading
Industry Banking
Experience
First Southwest Company  2009 - Present
ABN AMRO  2005 - 2009
Smith Barney  2004 - 2005
Oppenheimer Capital   2003 - 2004
Deutsche Bank  2002 - 2003

Skills
Fixed Income, Trading, Equities, Structured Products, Swaps, Bloomberg, Bonds, Series 63, Capital Markets, Investment Banking, Series 7, Derivatives, Securities, Portfolio Management, Hedge Funds

Education
Rutgers University-New Brunswick   1998 — 2001
BA, Economics

Miles Wixon Miles Wixon Greater New York City Area Details
Miles Wixon's Oppenheimer Capital Experience 2006 - 2009
Job
Industry Investment Management
Experience
McKinley Capital Management  December 2009 - Present
Oppenheimer Capital   2006 - 2009
Rockefeller & Co., Inc.   2000 - 2006
Nikko Citigroup  1996 - 2000

Education
Columbia University - School of International and Public Affairs   1994 — 1996

University of Wisconsin-Madison   1990 — 1994

Nanzan University   1992 — 1993

Ed Doherty Ed Doherty Greater Boston Area Details
Ed Doherty's Oppenheimer Capital Experience 1991 - 1994
Job Director Investment Grade Credit Sales at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets  January 2014 - Present
Wellington Management  September 2002 - January 2014
Standish Mellon Asset Management  January 1996 - September 2002
Standish  1996 - 2002
Chase Global Services   1992 - 1997
Chase Global Services   1992 - 1997
Oppenheimer Capital   1991 - 1994

Education
Boston College - Wallace E. Carroll Graduate School of Management   1997 — 2000
MBA

Bentley University   1985 — 1989

Tom Palasits Tom Palasits Greater New York City Area Details
Tom Palasits's Oppenheimer Capital Experience March 1987 - January 1998
Job Controller at Royce & Associates
Industry Investment Management
Experience
Royce & Associates  January 1998 - Present
Oppenheimer Capital   March 1987 - January 1998
LIN Broadcasting  1985 - 1987
LIN Broadcasting  1985 - 1987

Education
Rutgers, The State University of New Jersey-Newark   1981 — 1983
BA, Accounting

Union County College   1979 — 1981
AA, Business

Ian Murdoch, CFA Ian Murdoch, CFA Greater New York City Area Details
Ian Murdoch, CFA's Oppenheimer Capital Experience September 2008 - June 2009
Job Vice President, Senior Analyst at Cornerstone Capital Management
Industry Investment Management
Experience
Cornerstone Capital Management  June 2011 - Present
MacKay Shields  July 2009 - June 2011
Oppenheimer Capital   September 2008 - June 2009
Clay Finlay  June 2000 - September 2008

Education
Columbia University in the City of New York   1996 — 2000
BA, Economics - Philosophy

Irina Toyberman Irina Toyberman Greater New York City Area Details
Irina Toyberman's Oppenheimer Capital Experience April 1996 - May 1999
Job Director of Compliance at Van Eck Global
Industry Investment Management
Experience
Van Eck Global  March 2014 - Present
Allianz Global Investors U.S. Holdings LLC   July 2006 - March 2014
Legg Mason Asset Management (formerly Citigroup Asset Management)   November 2005 - June 2006
Legg Mason Asset Management (formerly Citigroup Asset Management)   December 2002 - November 2005
Legg Mason Asset Management (formerly Citigroup Asset Management)   May 1999 - December 2002
Oppenheimer Capital   April 1996 - May 1999

Skills
Mutual Funds, SEC, AML, FINRA, Securities, Series 24, Series 7, Series 63, Hedge Funds, Fixed Income, Equities, Investment Advisory, Due Diligence, Asset Managment, KYC, Alternative Investments, Securities Regulation, Financial Regulation, Financial Risk, OFAC, Asset Management, Private Equity, Portfolio Management, Risk Management, Trading, Banking, Investment Management, Investments, Capital Markets, Derivatives, Fund Administration, Series 65, Financial Services

Education
City University of New York-Hunter College   1994 — 1999
BS, Accounting

College of Finance and Economics   1988 — 1991
Associate, Accounting

Christian Robertson Christian Robertson Greater New York City Area Details
Christian Robertson's Oppenheimer Capital Experience 1993 - 1996
Job Managing Director at DR Associates
Industry Investment Management
Experience
DR Associates  May 1998 - Present
US Trust  March 1996 - May 1998
Oppenheimer Capital   1993 - 1996
TIAA-CREF  1984 - 1986

Skills
Economics, Financial Modeling, Management, Equities, Research, Business Analysis, Portfolio Management, Hedge Funds, Valuation, Investments, Entrepreneurship, Corporate Finance, Private Equity, Strategy

Education
Columbia University - Columbia Business School   1982 — 1984
MBA, Finance, Management

University of St Andrews   1969 — 1972
MA, Mediaeval History, Psychology

Steven DeVito Steven DeVito Houston, Texas Details
Steven DeVito's Oppenheimer Capital Experience September 1992 - August 1994
Job Institutional Fixed Income Trading & Sales
Industry Financial Services
Experience
Cross Point Capital LLC   March 2015 - Present
Halen Capital, Inc.   March 2011 - Present
Cantor Fitzgerald  October 2005 - June 2006
Countrywide Securities Corporation  September 2002 - September 2005
Dupont Securities Group, Inc.   May 2000 - August 2002
Kemper Securities, Inc.   August 1994 - February 1997
Oppenheimer Capital   September 1992 - August 1994
First Empire Securities, Inc.   June 1990 - September 1992

Skills
ABS, Capital Markets, Fixed Income, Portfolio Management, Asset Managment, Risk Management, Investments, Asset Management, Credit, Finance, Financial Structuring, Securities, Structured Finance, Trading, Funding, Electronic Trading, Emerging Markets, Mortgage Lending, Structured Products, Financial Risk, Valuation, Loans, Series 63, Bonds, ALM, Private Equity, Financial Markets, Investment Management, Trading Systems, Financial Modeling, Hedge Funds, Commercial Lending, Interest Rate Risk..., Options, Credit Analysis, Credit Risk, Mutual Funds, FX Options, Asset Allocation, Derivatives, Hedging, Corporate Finance, Equities, Investment Banking, Financial Institutions, Alternative Investments, Bloomberg, Series 7

Education
Loyola University of Chicago   1978 — 1982

Irene Kaminsky Irene Kaminsky Greater New York City Area Details
Irene Kaminsky's Oppenheimer Capital Experience November 1998 - May 2000
Job Owner, ikwebdesigns.com
Industry Internet
Experience
http://www.ikwebdesigns.com/   April 2012 - Present
Scarborough Research  May 2000 - March 2012
Oppenheimer Capital   November 1998 - May 2000

Skills
SEO, Analytics, Databases, Business Analysis, Microsoft Office, CSS, PHP, Visual Basic, ASP, WordPress, Photoshop, SQL, Software Project..., Microsoft SQL Server, Software Development, Web Design, Social Media, Web Development, HTML, Project Management

Education
Pace University   2002 — 2005
MS, IS

Pace University   1995 — 1999
BA, Computer Science, Minor Mathematics

Robert Urquhart Robert Urquhart Greater Philadelphia Area Details
Robert Urquhart's Oppenheimer Capital Experience March 1999 - January 2010
Job Financial Services Professional
Industry
Experience
Oppenheimer Capital   March 1999 - January 2010
Pilgrim Baxter & Associates  1997 - 1999
PNC Investments  1995 - 1997

Education
Harvard Business School   1979 — 1981
MBA, Business Administration

University of Colorado Boulder   1973 — 1977
BS, Business Administration

Marc Brookman Marc Brookman Greater New York City Area Details
Marc Brookman's Oppenheimer Capital Experience 1991 - 1996
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  2006 - Present
New York Life Investment Management  2000 - 2006
United Asset Management  1997 - 2000
Oppenheimer Capital   1991 - 1996
Putnam Investments  1988 - May 1991

Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Separately Managed..., Series 63, Series 7, Wealth Accumulation, Wealth Management

Education
James Madison University   1982 — 1986
Marketing, Business

Steven Gindi Steven Gindi Greater New York City Area Details
Steven Gindi's Oppenheimer Capital Experience September 1991 - May 1996
Job Consultant Sr. Controller
Industry Financial Services
Experience
ACR Capital LLC   January 2015 - Present
Reid Street Capital LLC   August 2013 - December 2014
ACR Capital LLC   October 2012 - August 2013
Lyster Watson & Co.   April 2005 - October 2012
Spectrum Capital Partners, LLC/WorldCo, LLC, New York, N.Y.   November 2002 - December 2004
McKinsey & Company  August 1998 - October 2002
Rainbow Video Duplication   June 1996 - July 1998
Oppenheimer Capital   September 1991 - May 1996

Skills
Hedge Funds, Financial Reporting, Investments, Fund Of Funds, Equities, Auditing, Accounting, Internal Controls, Fund Accounting, Alternative Investments, Fund Administration, CPA, Tax, Cash Flow, Investor Relations, Asset Management, General Ledger, Financial Statements, Private Equity, Due Diligence, Portfolio Management

Education
State University of New York at Albany   1986 — 1990
BS Accounting / MS Taxation

Laurie Deaton, CFA Laurie Deaton, CFA Bellevue, Washington Details
Laurie Deaton, CFA's Oppenheimer Capital Experience April 1997 - March 2000
Job Director at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick  March 2014 - Present
Hall Capital Partners LLC  August 2011 - December 2013
Loomis, Sayles & Company   April 2008 - July 2011
Wellington Management  April 2000 - March 2008
Oppenheimer Capital   April 1997 - March 2000
Barrow, Hanley Mewhinney and Strauss   February 1995 - February 1997
Pacific Enterprises/Southern California Gas Company   October 1989 - February 1994

Skills
Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Investments, Alternative Investments, Equities, Investment Strategies, Series 7, Finance, Valuation, Portfolio Management, Asset Management, Fund Of Funds, Capital Markets, Private Equity, Retirement, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Investment Advisory, Bloomberg

Education
Pepperdine University
BS, Business

Pepperdine University, The George L. Graziadio School of Business and Management
MBA

Jay Scheinman, CAIA Jay Scheinman, CAIA Greater New York City Area Details
Jay Scheinman, CAIA's Oppenheimer Capital Experience May 1993 - June 1996
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  August 2005 - Present
Harpel Advisory   April 1998 - August 2005
Bank of New York Mellon  December 1996 - April 1998
Oppenheimer Capital   May 1993 - June 1996
Value Line  April 1992 - May 1993

Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Financial Accounting, Trading, Capital Markets, Derivatives, Equity Derivatives, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management, Securities Lending, Swaps

Education
University at Buffalo   1987 — 1991
B.S., Finance

Kurt Schansinger Kurt Schansinger Greater New York City Area Details
Kurt Schansinger's Oppenheimer Capital Experience September 1983 - December 1995
Job Financial Services Professional
Industry Financial Services
Experience
BlackRock  January 2008 - June 2011
BlackRock  January 1996 - December 2007
Oppenheimer Capital   September 1983 - December 1995

Skills
Equities, Investments, Financial Analysis, Mutual Funds, Business Development, Fixed Income, Portfolio Management, Bloomberg, Financial Modeling

Education
New York University Stern School of Business   1983 — 1987
MBA, International Business & Finance

Georgetown University   1978 — 1982
BSBA, International Business & French

Stichting Nijenrode (The Netherlands School of Business)   1980 — 1981
International Business Certificate, International Business

Arthur Akselrod Arthur Akselrod Greater New York City Area Details
Arthur Akselrod's Oppenheimer Capital Experience May 1998 - December 2000
Job Delivery Manager at EPAM Systems
Industry Computer Software
Experience
EPAM Systems  June 2012 - Present
EPAM Systems  December 2010 - Present
Thomson Reuters (client) / EPAM   December 2006 - March 2012
EPAM Systems  December 2004 - November 2006
portable Internet Inc   September 2003 - April 2004
StayinFront, Inc.   June 2002 - July 2003
Digitech Computer, Inc  November 2001 - April 2002
Oppenheimer Capital   May 1998 - December 2000
Independent Programmer   February 1995 - June 1995

Skills
C#, ASP.Net, ASP, SQL, HTML, VBScript, SQL Server, Jira, CollabNet, SharePoint, Microsoft Project, Visio, Visual Studio .Net, Agile, Agile Methodologies, Visual Studio, Software Documentation, Microsoft SQL Server, Integration, JIRA

Education
Pace University   1997 — 2001
BA, Computer Science

Cecilia Nguyen Hogan Cecilia Nguyen Hogan San Francisco Bay Area Details
Cecilia Nguyen Hogan's Oppenheimer Capital Experience 1994 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Barclays Global Investors  2000 - 2006
Oppenheimer Capital   1994 - 2000

Education
New York University   1990 — 1994
Bachelor of Science (BS)

Christopher Manos Christopher Manos Greater New York City Area Details
Christopher Manos's Oppenheimer Capital Experience 1995 - 2000
Job Director Operations
Industry Financial Services
Experience
Oppenheimer & Co.   AVP OperationsPershing LLCDecember 2006 - June 2011
MFGlobal   July 2011 - 2011
Oppenheimer Capital   1995 - 2000

Skills
Corporate Actions, Back Office, Middle Office, Securities, Equities, Financial Services, Fixed Income, Settlement, Hedge Funds, Trading, Derivatives, Capital Markets, Risk Management, Vendor Management, FX Options, Operational Risk, Investment Banking, Bloomberg, Asset Management, Mutual Funds, Banking, Bonds, CRM, FINRA, Leadership, Management, Operations Management, Options, Process Improvement, Series 7, Team Building, Trading Systems

Education
City University of New York-Brooklyn College

Bryce Hill Bryce Hill Miami, Florida Details
Bryce Hill's Oppenheimer Capital Experience October 1999 - January 2010
Job Sr Research Analyst & PM for USA & EU Health Care Equities
Industry Investment Management
Experience
AllianceBernstein  February 2010 - July 2015
Oppenheimer Capital   October 1999 - January 2010

Skills
Investments, Equities, Asset Management, Portfolio Management, Financial Modeling, Hedge Funds, Valuation, Alternative Investments, Capital Markets, Investment Banking, Equity Research

Education
Columbia Business School   2001 — 2002
Master of Business Administration (MBA)

University of Southern California   1994 — 1998
Business, Finance & Economics

Dinorah Montan-Astacio Dinorah Montan-Astacio Warwick, New York Details
Dinorah Montan-Astacio's Oppenheimer Capital Experience March 1991 - June 1992
Job Retired at NYPD
Industry Law Enforcement
Experience
NYPD  June 1992 - April 2011
NYPD  June 1992 - April 2011
Oppenheimer Capital   March 1991 - June 1992

Skills
Criminal Investigations, Police, Enforcement, Patrol, Interrogation, Firearms, Crime Prevention, Criminal Justice, Evidence, Public Safety, Counterterrorism, Homeland Security, Private Investigations, Executive Protection, Law Enforcement...

Education
La Guardia Community College   1981 — 1984
Associate's degree, Business Administration and Management, General

City University of New York-John Jay College of Criminal Justice

Jason Casper Jason Casper Greater New York City Area Details
Jason Casper's Oppenheimer Capital Experience 1995 - 1999
Job Senior Compliance Manager JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan   2013 - 2015
J.P. Morgan   1999 - 2013
Oppenheimer Capital   1995 - 1999

Skills
Securities, Equities, Series 7, Fixed Income, Hedge Funds, Financial Services, FINRA, Alternative Investments, KYC, AML, Compliance, Mutual Funds, Operational Risk, Prime Brokerage, Options, Derivatives, Financial Risk, Investment Banking, Back Office, Operational Risk..., Trading, Private Banking, Portfolio Management, Risk Management, Financial Regulation, USA PATRIOT Act, OFAC, Structured Products, Investment Management, Financial Markets, Anti Money Laundering, Finance

Education
Montclair State University   1989 — 1994
B.S. Business Administration, Finance and Financial Management Services