Oppenheimer Funds
Industry: Company
DescriptionHeadquarters: New York City, NY CEO: Arthur P. Steinmetz Chief investment officer: George R. Evans (Equities) Chief risk officer: Ahmad Deek CFO: David M. Pfeffer Subsidiaries: SteelPath, OFI Global Asset Management, Inc.,
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Oppenheimer Funds Employees
Employee
Years
Job
Industry
Shannon Coulter Shannon Coulter's Oppenheimer Funds Experience August 2015 - Present
Job Associate Vendor Risk Analyst at Oppenheimer Funds
Industry Security and Investigations
Experience
Oppenheimer Funds August 2015 - Present
Hewlett-Packard 2010 - October 2014
Hewlett-Packard 2007 - 2010
Hewlett-Packard 2002 - 2007
Skills
Quality Assurance, Management, Project Management, Microsoft Office, Customer Service, Integration, Testing, SQL, Process Improvement, Leadership, Visio, PowerPoint, SharePoint, SharePoint Designer, Employee Training, Training Delivery
Education
Community College of Aurora 1997 — 2001
Associate of Science (A.S.), Computer and Information Systems Security/Information Assurance
Oppenheimer Funds August 2015 - Present
Hewlett-Packard 2010 - October 2014
Hewlett-Packard 2007 - 2010
Hewlett-Packard 2002 - 2007
Skills
Quality Assurance, Management, Project Management, Microsoft Office, Customer Service, Integration, Testing, SQL, Process Improvement, Leadership, Visio, PowerPoint, SharePoint, SharePoint Designer, Employee Training, Training Delivery
Education
Community College of Aurora 1997 — 2001
Associate of Science (A.S.), Computer and Information Systems Security/Information Assurance
Charles (Chuck) Laverty Charles (Chuck) Laverty's Oppenheimer Funds Experience May 2014 - Present
Job Regional Advisor Consultant
Industry Financial Services
Experience
Oppenheimer Funds May 2014 - Present
Vail Resorts November 2011 - Present
TIAA-CREF September 2013 - May 2014
TIAA-CREF August 2012 - September 2013
JP Morgan Asset Management July 2011 - June 2012
Pak Mail October 2010 - July 2011
IP5280 June 2010 - October 2010
Wells Fargo Advisors LLC March 2007 - June 2010
Boyne Mountain December 2006 - March 2010
Midland Country Club August 2005 - October 2008
Skills
Customer Service, Microsoft Office, Management, Team Building, Marketing, Sales, Time Management, Leadership, Coaching, CRM, Microsoft Excel, Negotiation, Event Planning, New Business Development, Account Management, Customer Satisfaction, Public Speaking, Sales Management, Social Media, Advertising, PowerPoint, Finance, Microsoft Word, Fundraising, Consulting, Financial Analysis, Financial Services, Social Networking, Investments
Education
Northwood University 2005 — 2009
BBA, Banking & Finance/Economics/Management
Clare High School 2001 — 2005
Diploma, High School Diploma
Oppenheimer Funds May 2014 - Present
Vail Resorts November 2011 - Present
TIAA-CREF September 2013 - May 2014
TIAA-CREF August 2012 - September 2013
JP Morgan Asset Management July 2011 - June 2012
Pak Mail October 2010 - July 2011
IP5280 June 2010 - October 2010
Wells Fargo Advisors LLC March 2007 - June 2010
Boyne Mountain December 2006 - March 2010
Midland Country Club August 2005 - October 2008
Skills
Customer Service, Microsoft Office, Management, Team Building, Marketing, Sales, Time Management, Leadership, Coaching, CRM, Microsoft Excel, Negotiation, Event Planning, New Business Development, Account Management, Customer Satisfaction, Public Speaking, Sales Management, Social Media, Advertising, PowerPoint, Finance, Microsoft Word, Fundraising, Consulting, Financial Analysis, Financial Services, Social Networking, Investments
Education
Northwood University 2005 — 2009
BBA, Banking & Finance/Economics/Management
Clare High School 2001 — 2005
Diploma, High School Diploma
Scott Rivoira Scott Rivoira's Oppenheimer Funds Experience 1994 - 2004
Job Regional Advisory Consultant National Planning Holdings
Industry Financial Services
Experience
NPH - National Planning Holdings October 2013 - Present
Curian Capital March 2012 - September 2013
Nationwide Funds 2007 - 2010
Janus Capital Group 2004 - 2007
Oppenheimer Funds 1994 - 2004
Skills
Series 7, Series 63, Territory Management, Relationship Marketing, Investment Strategies, Financial Markets, Portfolio Optimization, Mutual Funds, Group Presentations, Series 65, Series 26, Life and Health State..., Certified Fund...
Education
Roger Williams University
BS Marketing ; Minor Economics - 1993
University of Colorado Denver
M.S Finance (in progress)
NPH - National Planning Holdings October 2013 - Present
Curian Capital March 2012 - September 2013
Nationwide Funds 2007 - 2010
Janus Capital Group 2004 - 2007
Oppenheimer Funds 1994 - 2004
Skills
Series 7, Series 63, Territory Management, Relationship Marketing, Investment Strategies, Financial Markets, Portfolio Optimization, Mutual Funds, Group Presentations, Series 65, Series 26, Life and Health State..., Certified Fund...
Education
Roger Williams University
BS Marketing ; Minor Economics - 1993
University of Colorado Denver
M.S Finance (in progress)
Claude T. Austin's Oppenheimer Funds Experience February 1997 - March 2000
Job Commercial Multifamily Consultant And Financier ; Project Management
Industry Commercial Real Estate
Experience
Quincy,LLC March 2012 - Present
LUX Property Management February 2010 - November 2011
S.T. John's University June 2000 - July 2005
OPPENHEIMER FUNDS February 1997 - March 2000
Century 21 September 1990 - May 1992
Skills
Real Estate, Property Management, Negotiation, Financial Analysis, Real Estate Development, Leases, Strategic Planning, Valuation, Contract Negotiation, Asset Management, Budgets, Real Estate Transactions
Education
The University of Georgia
Business Administration, Management and Operations
Quincy,LLC March 2012 - Present
LUX Property Management February 2010 - November 2011
S.T. John's University June 2000 - July 2005
OPPENHEIMER FUNDS February 1997 - March 2000
Century 21 September 1990 - May 1992
Skills
Real Estate, Property Management, Negotiation, Financial Analysis, Real Estate Development, Leases, Strategic Planning, Valuation, Contract Negotiation, Asset Management, Budgets, Real Estate Transactions
Education
The University of Georgia
Business Administration, Management and Operations
Ramesh Vaidyanathan Ramesh Vaidyanathan's Oppenheimer Funds Experience September 2004 - March 2006
Job Senior Consultant at Infusion
Industry Computer Software
Experience
Infusion February 2013 - Present
Infragistics August 2011 - January 2013
Princeton Financial Systems November 2006 - May 2011
Vanguard April 2006 - October 2006
Oppenheimer funds September 2004 - March 2006
Random Walk Computing September 2003 - August 2004
Skills
C#, .NET, WPF Development, WCF Services, XAML, Expression Blend, SOA, ASP.NET MVC, ASP.NET AJAX, ASP.NET, jQuery, Visual Studio, OData, REST, Silverlight, Microsoft SQL Server, Order Management, OTC, MBS, Fixed Income, Equities, PFS, Electronic Trading, FIX, Bonds, Windows Phone, Windows Azure, Cloud Applications, MVVM, Prism, OO Software Development, OOP, FX trading, Charles River IMS, AJAX
Education
Indian Institute of Science 1988 — 1990
Master's degree, Aeronautical/Aerospace Engineering Technology/Technician
Madras institute of Technology, Madras 1984 — 1988
Bachelor's degree, Aeronautical/Aerospace Engineering Technology/Technician
Infusion February 2013 - Present
Infragistics August 2011 - January 2013
Princeton Financial Systems November 2006 - May 2011
Vanguard April 2006 - October 2006
Oppenheimer funds September 2004 - March 2006
Random Walk Computing September 2003 - August 2004
Skills
C#, .NET, WPF Development, WCF Services, XAML, Expression Blend, SOA, ASP.NET MVC, ASP.NET AJAX, ASP.NET, jQuery, Visual Studio, OData, REST, Silverlight, Microsoft SQL Server, Order Management, OTC, MBS, Fixed Income, Equities, PFS, Electronic Trading, FIX, Bonds, Windows Phone, Windows Azure, Cloud Applications, MVVM, Prism, OO Software Development, OOP, FX trading, Charles River IMS, AJAX
Education
Indian Institute of Science 1988 — 1990
Master's degree, Aeronautical/Aerospace Engineering Technology/Technician
Madras institute of Technology, Madras 1984 — 1988
Bachelor's degree, Aeronautical/Aerospace Engineering Technology/Technician
Cody Palmer- White Cody Palmer- White's Oppenheimer Funds Experience January 2001 - January 2004
Job Sales Professional
Industry Education Management
Experience
Independence University May 2015 - Present
Advanced Medical Personnel Services Inc. February 2015 - Present
Westwood College Online February 2004 - October 2014
Colorado Edge Soccer Club January 2001 - January 2006
Oppenheimer Funds January 2001 - January 2004
Skills
Admissions, Enrollment Management, Higher Education, Student Affairs, Adult Education, CampusVue, Student Financial Aid, Educational Leadership, Campus, Student Recruiting, Curriculum Development, Retaining Customers, Teaching, Career Counseling, Staff Development, Academic Advising, Student Development, Academic Administration, Training, Leadership Development, Coaching, Public Speaking, Leadership, Customer Service, Team Building, Management
Education
Doane College 1997 — 2001
BA, Psychology and Organizational Communication
Independence University May 2015 - Present
Advanced Medical Personnel Services Inc. February 2015 - Present
Westwood College Online February 2004 - October 2014
Colorado Edge Soccer Club January 2001 - January 2006
Oppenheimer Funds January 2001 - January 2004
Skills
Admissions, Enrollment Management, Higher Education, Student Affairs, Adult Education, CampusVue, Student Financial Aid, Educational Leadership, Campus, Student Recruiting, Curriculum Development, Retaining Customers, Teaching, Career Counseling, Staff Development, Academic Advising, Student Development, Academic Administration, Training, Leadership Development, Coaching, Public Speaking, Leadership, Customer Service, Team Building, Management
Education
Doane College 1997 — 2001
BA, Psychology and Organizational Communication
Megan Jayaraj Megan Jayaraj's Oppenheimer Funds Experience July 2008 - September 2008
Job MBA Candidate at Fuqua School of Business
Industry Online Media
Experience
Fuqua School of Business May 2014 - Present
TiE South Coast September 2012 - Present
Underground Elephant February 2012 - Present
Adconion Direct May 2011 - January 2012
Emerald Marketing Solutions May 2009 - May 2011
Smith Barney July 2009 - September 2009
Morgan Stanley Smith Barney March 2008 - December 2008
Oppenheimer Funds July 2008 - September 2008
Daily Bruin, UCLA February 2008 - June 2008
UCLA Athletics September 2006 - December 2007
Skills
Account Management, Contract Negotiation, New Business Development, Marketing Strategy, Lead Generation, Management, Online Advertising, Online Marketing, Marketing, Start-ups, Strategic Partnerships, Business Development, Strategic Planning, Sales, Project Management, Entrepreneurship, Digital Marketing, Social Media Marketing
Education
University of California, San Diego 2010 — 2010
Marketing, UCSD Extension
University of California, Los Angeles 2005 — 2009
Bachelors of Arts, Economics
University of California, Los Angeles (UCLA) 2005 — 2009
BA, Business Economics and Global Studies
La Jolla Country Day School 2001 — 2005
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Fuqua School of Business May 2014 - Present
TiE South Coast September 2012 - Present
Underground Elephant February 2012 - Present
Adconion Direct May 2011 - January 2012
Emerald Marketing Solutions May 2009 - May 2011
Smith Barney July 2009 - September 2009
Morgan Stanley Smith Barney March 2008 - December 2008
Oppenheimer Funds July 2008 - September 2008
Daily Bruin, UCLA February 2008 - June 2008
UCLA Athletics September 2006 - December 2007
Skills
Account Management, Contract Negotiation, New Business Development, Marketing Strategy, Lead Generation, Management, Online Advertising, Online Marketing, Marketing, Start-ups, Strategic Partnerships, Business Development, Strategic Planning, Sales, Project Management, Entrepreneurship, Digital Marketing, Social Media Marketing
Education
University of California, San Diego 2010 — 2010
Marketing, UCSD Extension
University of California, Los Angeles 2005 — 2009
Bachelors of Arts, Economics
University of California, Los Angeles (UCLA) 2005 — 2009
BA, Business Economics and Global Studies
La Jolla Country Day School 2001 — 2005
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Jack Goldin Jack Goldin's Oppenheimer Funds Experience June 2011 - Present
Job Vice President OppenheimerFunds
Industry Financial Services
Experience
Oppenheimer Funds June 2011 - Present
American Funds April 2001 - June 2011
Hartford 1994 - 2001
Skills
Series 63, Mutual Funds, Series 7, Series 6, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Retirement Planning, Securities, Retirement, Investments, Wealth Management, Series 65, Fixed Annuities, Asset Management, FINRA, Series 24, Investment Advisory, Investment Strategies, ETFs
Education
Florida International University 1988 — 1992
BS, Communications
Oppenheimer Funds June 2011 - Present
American Funds April 2001 - June 2011
Hartford 1994 - 2001
Skills
Series 63, Mutual Funds, Series 7, Series 6, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Retirement Planning, Securities, Retirement, Investments, Wealth Management, Series 65, Fixed Annuities, Asset Management, FINRA, Series 24, Investment Advisory, Investment Strategies, ETFs
Education
Florida International University 1988 — 1992
BS, Communications
Lisa Graf's Oppenheimer Funds Experience September 2006 - December 2013
Job Senior Fixed Income Investment Specialist Charles Schwab
Industry Financial Services
Experience
Oppenheimer Funds September 2006 - December 2013
Food Bank of the Rockies April 2002 - December 2010
Centennial Canoe Outfitters May 2002 - June 2010
Military Family Spouses/Family Association October 1983 - September 2006
Olde Financial/HRBFA May 1996 - April 2002
Skills
Team Building, Strategic Planning, Budgets, Microsoft Office, Defined Benefit, Customer Service, Series 6, Fundraising, Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Marketing Strategy, Public Speaking, Microsoft Excel, Community Outreach, 401k, Non-profits, Marketing, Program Management, Small Business, Series 63, Financial Analysis, Leadership, Problem Solving, Retirement, Event Planning, Strategic Financial..., Estate Planning, 401k Rollovers, Nonprofits, Real Estate, Defined Contribution, Investments, Separately Managed..., Wealth Management, Financial Advisory, IRAs, Qualified Retirement..., Investment Strategies, Investment Advisory, Retirement Planning, Employee Benefits, Training, Investment Management, Retirement Plan..., Risk Management, Securities, Fixed Annuities, Financial Planners
Education
University of Colorado Denver
Bachelor of Science, Accounting
Oppenheimer Funds September 2006 - December 2013
Food Bank of the Rockies April 2002 - December 2010
Centennial Canoe Outfitters May 2002 - June 2010
Military Family Spouses/Family Association October 1983 - September 2006
Olde Financial/HRBFA May 1996 - April 2002
Skills
Team Building, Strategic Planning, Budgets, Microsoft Office, Defined Benefit, Customer Service, Series 6, Fundraising, Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Marketing Strategy, Public Speaking, Microsoft Excel, Community Outreach, 401k, Non-profits, Marketing, Program Management, Small Business, Series 63, Financial Analysis, Leadership, Problem Solving, Retirement, Event Planning, Strategic Financial..., Estate Planning, 401k Rollovers, Nonprofits, Real Estate, Defined Contribution, Investments, Separately Managed..., Wealth Management, Financial Advisory, IRAs, Qualified Retirement..., Investment Strategies, Investment Advisory, Retirement Planning, Employee Benefits, Training, Investment Management, Retirement Plan..., Risk Management, Securities, Fixed Annuities, Financial Planners
Education
University of Colorado Denver
Bachelor of Science, Accounting
Tammy Panipinto Tammy Panipinto's Oppenheimer Funds Experience 2000 - 2002
Job Director of Marketing Communications, Montessori School of Syracuse
Industry Marketing and Advertising
Experience
Montessori School Of Syracuse 2014 - Present
Giovanni Food Company, Inc. 2012 - December 2014
Giovanni Food Company, Inc. 2005 - 2009
Oppenheimer Funds 2000 - 2002
Canandaigua National Bank 1999 - 2000
Skills
New Business Development, Business Development, Strategic Planning, Business Strategy, Sales Management, Marketing Strategy, Product Development, Account Management, Negotiation, Cross-functional Team..., Competitive Analysis, Business Planning
Education
Hawaii Pacific University 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Montessori School Of Syracuse 2014 - Present
Giovanni Food Company, Inc. 2012 - December 2014
Giovanni Food Company, Inc. 2005 - 2009
Oppenheimer Funds 2000 - 2002
Canandaigua National Bank 1999 - 2000
Skills
New Business Development, Business Development, Strategic Planning, Business Strategy, Sales Management, Marketing Strategy, Product Development, Account Management, Negotiation, Cross-functional Team..., Competitive Analysis, Business Planning
Education
Hawaii Pacific University 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Cody Carlson Cody Carlson's Oppenheimer Funds Experience April 2015 - Present
Job Software Developer at The Venus Project
Industry Media Production
Experience
Oppenheimer Funds April 2015 - Present
The Venus Project February 2013 - Present
The Venus Project 2008 - Present
Colorado Governor's Office of Information Technology April 2014 - April 2015
PlaceWise Media November 2013 - February 2014
Active Network June 2013 - November 2013
Nei.ghbor.net & UCLA January 2013 - September 2013
NullEmpire February 2013 - April 2013
bieMEDIA June 2012 - January 2013
BaxterBoo June 2010 - June 2012
Skills
MySQL, Git, CSS, Web Applications, Subversion, Linux, Programming, MongoDB, JavaScript, PostgreSQL
Education
Autodidactic 2009 — 2020
N/A, Computer Science, Behavioral Cognitive SocioEconomics, Government, Economics, Statistics
Stanford University 2013 — 2013
N/A, Computer Science
Harvard University 2011 — 2012
N/A, Computer Science
Oppenheimer Funds April 2015 - Present
The Venus Project February 2013 - Present
The Venus Project 2008 - Present
Colorado Governor's Office of Information Technology April 2014 - April 2015
PlaceWise Media November 2013 - February 2014
Active Network June 2013 - November 2013
Nei.ghbor.net & UCLA January 2013 - September 2013
NullEmpire February 2013 - April 2013
bieMEDIA June 2012 - January 2013
BaxterBoo June 2010 - June 2012
Skills
MySQL, Git, CSS, Web Applications, Subversion, Linux, Programming, MongoDB, JavaScript, PostgreSQL
Education
Autodidactic 2009 — 2020
N/A, Computer Science, Behavioral Cognitive SocioEconomics, Government, Economics, Statistics
Stanford University 2013 — 2013
N/A, Computer Science
Harvard University 2011 — 2012
N/A, Computer Science
Connie Song's Oppenheimer Funds Experience 1998 - 2000
Job at Ameriprise
Industry Financial Services
Experience
Ameriprise, Wealth Management 2013 - Present
BMO Global Asset Management 2006 - October 2011
American Century Investment Management, Inc. 2001 - 2006
Oppenheimer Funds 1998 - 2000
Toronto Dominion Securities 1997 - 1998
Goldman Sachs 1993 - 1995
Skills
Series 7, Series 66, Portfolio Management, Investments, Fixed Income, Financial Modeling, Equities, Capital Markets, Valuation, Securities, Mutual Funds, Bonds
Education
Columbia University - Columbia Business School
MBA, Finance
Wesleyan University
BA, Biology-Psychology
Ameriprise, Wealth Management 2013 - Present
BMO Global Asset Management 2006 - October 2011
American Century Investment Management, Inc. 2001 - 2006
Oppenheimer Funds 1998 - 2000
Toronto Dominion Securities 1997 - 1998
Goldman Sachs 1993 - 1995
Skills
Series 7, Series 66, Portfolio Management, Investments, Fixed Income, Financial Modeling, Equities, Capital Markets, Valuation, Securities, Mutual Funds, Bonds
Education
Columbia University - Columbia Business School
MBA, Finance
Wesleyan University
BA, Biology-Psychology
Phil Zimmerman Phil Zimmerman's Oppenheimer Funds Experience 1998 - 1999
Job Sr. Software Engineer Devops Automation and Integration at Time Warner Cable
Industry Computer Software
Experience
Time Warner Cable July 2012 - Present
ProtoTest May 2012 - July 2012
Canoe Ventures April 2011 - April 2012
Policy Studies Inc November 2007 - May 2011
BEA Systems October 1999 - September 2007
Oppenheimer Funds 1998 - 1999
Skills
JIRA, Gradle, Jenkins, Artifactory, Git, GitHub, Subversion, Groovy, Ant, Maven, REST, Linux, Tomcat, JSON, Apache, Puppet, Vagrant, Glu, Sonar, Liquibase, MongoDB, MySQL, Ivy, Bash, TCServer, Hubot, Web Services, Github, Java, Weblogic, Grails, Agile Methodologies, Hudson, Scrum, Spring, SQL, SOA, Continuous Integration, Ruby, Integration, DevOps, Unix, Open Source, Apache Ivy, Software Development
Education
Regis University 1996 — 1997
BS, Computer Science
Regis University 1989 — 1993
BS, Management and Finance
Time Warner Cable July 2012 - Present
ProtoTest May 2012 - July 2012
Canoe Ventures April 2011 - April 2012
Policy Studies Inc November 2007 - May 2011
BEA Systems October 1999 - September 2007
Oppenheimer Funds 1998 - 1999
Skills
JIRA, Gradle, Jenkins, Artifactory, Git, GitHub, Subversion, Groovy, Ant, Maven, REST, Linux, Tomcat, JSON, Apache, Puppet, Vagrant, Glu, Sonar, Liquibase, MongoDB, MySQL, Ivy, Bash, TCServer, Hubot, Web Services, Github, Java, Weblogic, Grails, Agile Methodologies, Hudson, Scrum, Spring, SQL, SOA, Continuous Integration, Ruby, Integration, DevOps, Unix, Open Source, Apache Ivy, Software Development
Education
Regis University 1996 — 1997
BS, Computer Science
Regis University 1989 — 1993
BS, Management and Finance
Kim Cresswell Kim Cresswell's Oppenheimer Funds Experience 1995 - September 2011
Job COTA/L at Genesis HealthCare
Industry Financial Services
Experience
Genesis HealthCare September 2014 - Present
Legacy Healthcare Services May 2014 - Present
Centura Health May 2011 - March 2013
Oppenheimer Funds 1995 - September 2011
Skills
Microsoft Office, Team Building, Strategic Planning, Outlook, Data Entry, Software Documentation, Leadership, Project Management, Microsoft Excel, Administrative..., Access, Public Speaking, Community Outreach, Team Leadership, Microsoft Word, Healthcare, Customer Service
Education
Pima Medical Institute-Denver 2011 — 2013
associate of Applied Science, Occupational Therapist Assistant
Arapahoe Community College
Genesis HealthCare September 2014 - Present
Legacy Healthcare Services May 2014 - Present
Centura Health May 2011 - March 2013
Oppenheimer Funds 1995 - September 2011
Skills
Microsoft Office, Team Building, Strategic Planning, Outlook, Data Entry, Software Documentation, Leadership, Project Management, Microsoft Excel, Administrative..., Access, Public Speaking, Community Outreach, Team Leadership, Microsoft Word, Healthcare, Customer Service
Education
Pima Medical Institute-Denver 2011 — 2013
associate of Applied Science, Occupational Therapist Assistant
Arapahoe Community College
Darlene Evans's Oppenheimer Funds Experience 1981 - 2015
Job Organizational Development Consultant specializing in performance management, leadership skills, & custom team building
Industry Financial Services
Experience
OppenheimerFunds, Inc. October 1981 - Present
Oppenheimer Funds 1981 - 2015
Oppenheimer Funds 1981 - 2015
Oppenheimer Funds 1981 - 2015
OppenheimerFunds, Inc. 1983 - 2009
Skills
Change Management, Performance Management, Vendor Management, Leadership Development, Organizational..., Team Building, Process Improvement, Program Management, Organizational..., Business Strategy, Management, Training, Team Leadership, Coaching, Strategy, CRM, Recruiting, Business Process..., IT Management, Executive Coaching, Management Consulting, Project Management, Consulting, Business Analysis, Leadership, Employee Relations, Project Planning, Strategic Planning, Talent Management, Cross-functional Team..., Employee Engagement, Human Resources, Succession Planning, SDLC, Risk Management, Organizational Design, PMO, Workshop Facilitation, Outsourcing, Executive Management, Financial Services, Culture Change, Performance Improvement, Onboarding, Training Delivery, Personnel Management, Career Development, Workforce Planning, MBTI, Project Portfolio...
Education
Colorado State University 2009 — 2012
Bachelor, Organizational Leadership
Metropolitan State College of Denver 1998 — 2002
Organizational Leadership and Human Resources
OppenheimerFunds, Inc. October 1981 - Present
Oppenheimer Funds 1981 - 2015
Oppenheimer Funds 1981 - 2015
Oppenheimer Funds 1981 - 2015
OppenheimerFunds, Inc. 1983 - 2009
Skills
Change Management, Performance Management, Vendor Management, Leadership Development, Organizational..., Team Building, Process Improvement, Program Management, Organizational..., Business Strategy, Management, Training, Team Leadership, Coaching, Strategy, CRM, Recruiting, Business Process..., IT Management, Executive Coaching, Management Consulting, Project Management, Consulting, Business Analysis, Leadership, Employee Relations, Project Planning, Strategic Planning, Talent Management, Cross-functional Team..., Employee Engagement, Human Resources, Succession Planning, SDLC, Risk Management, Organizational Design, PMO, Workshop Facilitation, Outsourcing, Executive Management, Financial Services, Culture Change, Performance Improvement, Onboarding, Training Delivery, Personnel Management, Career Development, Workforce Planning, MBTI, Project Portfolio...
Education
Colorado State University 2009 — 2012
Bachelor, Organizational Leadership
Metropolitan State College of Denver 1998 — 2002
Organizational Leadership and Human Resources
Brett Wiebke's Oppenheimer Funds Experience 2005 - February 2009
Job Growing through experience & education to facilitate healing through nature. Its been a beautiful, profound journey!
Industry Alternative Medicine
Experience
Key Recreational Services April 2015 - Present
Restaurant Solutions, Inc. April 2014 - November 2014
Line-X of South Metro December 2012 - February 2014
Walmart Neighborhood Market May 2012 - October 2012
Northwest Assembly February 2010 - March 2012
CoreFirst Bank & Trust April 2009 - January 2010
Oppenheimer Funds 2005 - February 2009
Mountasia Family Fun Center January 1995 - January 2002
Skills
Mutual Funds, Process Improvement, Relationship Management, Call Center, 401k, Visio, Business Analysis, Retirement, Financial Services, Asset Managment, Customer Service, Microsoft Excel, Call Centers, Team Building, Training, Leadership, Project Management, Asset Management, Sales, Marketing, Management, Strategic Planning, Time Management, Microsoft Office, Team Leadership, Coaching, Public Speaking, Leadership Development, Nonprofits, Inventory Management, Program Management, Vendor Management, Operations Management, PowerPoint, Social Networking, Microsoft Word, Finance, Start-ups, CRM, Customer Satisfaction, Social Media, Outlook, Event Planning
Education
Colorado Mountain College 2015 — 2016
Associates in Outdoor Education, Outdoor Education
Metropolitan State College of Denver 2009 — 2013
None, Regular/General High School/Secondary Diploma Program
University of Northern Colorado 2000 — 2001
Some Credits Earned, Psychology
High School 1996 — 2000
Foundation degree, General Studies
Key Recreational Services April 2015 - Present
Restaurant Solutions, Inc. April 2014 - November 2014
Line-X of South Metro December 2012 - February 2014
Walmart Neighborhood Market May 2012 - October 2012
Northwest Assembly February 2010 - March 2012
CoreFirst Bank & Trust April 2009 - January 2010
Oppenheimer Funds 2005 - February 2009
Mountasia Family Fun Center January 1995 - January 2002
Skills
Mutual Funds, Process Improvement, Relationship Management, Call Center, 401k, Visio, Business Analysis, Retirement, Financial Services, Asset Managment, Customer Service, Microsoft Excel, Call Centers, Team Building, Training, Leadership, Project Management, Asset Management, Sales, Marketing, Management, Strategic Planning, Time Management, Microsoft Office, Team Leadership, Coaching, Public Speaking, Leadership Development, Nonprofits, Inventory Management, Program Management, Vendor Management, Operations Management, PowerPoint, Social Networking, Microsoft Word, Finance, Start-ups, CRM, Customer Satisfaction, Social Media, Outlook, Event Planning
Education
Colorado Mountain College 2015 — 2016
Associates in Outdoor Education, Outdoor Education
Metropolitan State College of Denver 2009 — 2013
None, Regular/General High School/Secondary Diploma Program
University of Northern Colorado 2000 — 2001
Some Credits Earned, Psychology
High School 1996 — 2000
Foundation degree, General Studies
Kevin Golden Kevin Golden's Oppenheimer Funds Experience 2000 - 2004
Job Vice President, Senior Advisor Consultant Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2007 - Present
Lockwood Advisors, Inc. 2004 - 2007
Oppenheimer Funds 2000 - 2004
Oppenheimerfunds 2000 - 2003
New York Life Mainstay Investments 1998 - 2000
Skills
Asset Allocation, Investments, Mutual Funds
Education
The Ohio State University 1991 — 1995
BA, Marketing, Finance
Franklin Templeton Investments September 2007 - Present
Lockwood Advisors, Inc. 2004 - 2007
Oppenheimer Funds 2000 - 2004
Oppenheimerfunds 2000 - 2003
New York Life Mainstay Investments 1998 - 2000
Skills
Asset Allocation, Investments, Mutual Funds
Education
The Ohio State University 1991 — 1995
BA, Marketing, Finance
Janet Oleary's Oppenheimer Funds Experience 2005 - January 2012
Job Director of Business Development
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
Oppenheimer Funds 2005 - January 2012
Principal Financial Group May 2000 - August 2004
Equiserve (First Chicago Trust) March 1999 - May 2000
Principal Financial Group June 1997 - March 1999
Skills
401k, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Retirement, Financial Services, Non-Qualified Deferred..., 403 b, Defined Contribution, Defined Benefit, Series 7, Series 63
Education
Bucknell University 1993 — 1997
BA, Political Science/Sociology
Valley View High School
Principal Financial Group January 2012 - Present
Oppenheimer Funds 2005 - January 2012
Principal Financial Group May 2000 - August 2004
Equiserve (First Chicago Trust) March 1999 - May 2000
Principal Financial Group June 1997 - March 1999
Skills
401k, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Retirement, Financial Services, Non-Qualified Deferred..., 403 b, Defined Contribution, Defined Benefit, Series 7, Series 63
Education
Bucknell University 1993 — 1997
BA, Political Science/Sociology
Valley View High School
Chris Guzman Chris Guzman's Oppenheimer Funds Experience November 2006 - March 2009
Job Strategy+Partners= innovation
Industry Nonprofit Organization Management
Experience
CHAT UNC3 October 2009 - Present
YogaWorks Teacher Training September 2009 - Present
Foundation for Survivors of Human Trafficking January 2011 - December 2011
LAL Leadership Program December 2005 - December 2011
LAL December 2005 - December 2010
American Red Cross September 2003 - June 2010
Oppenheimer Funds November 2006 - March 2009
CG Foundation October 2005 - December 2007
Nordstroms 2005 - 2007
Starbucks 2005 - 2007
Skills
Food Service Management..., Emergency Medicine (EMR), First Responder, First..., Community Outreach, Teaching, Volunteer Management, Fundraising, Non-profits, Grant Writing, Event Planning, Public Speaking, Program Development, Community Relations, Event Management, Social Media, Public Relations, Social Networking, Special Events, Team Building, Press Releases, Social Media Marketing, Leadership Development, Organizational..., Writing, Strategic Planning, Promotions, Research, Media Relations, Budgeting, Proposal Writing, Customer Service, Marketing Communications, Mentoring, Customer Relations, Administration, Planning, Coaching, Blogging, Word, Online Marketing, Copywriting, Editing, Microsoft Office, Team Leadership, Marketing Strategy, Problem Solving, Creative Problem Solving, PowerPoint, Strategic Partnerships, Grants
Education
University of California, Berkeley 2009 — 2013
Public Health, Migrant Populations
Orange Coast College 2008 — 2012
Health & Fitness, General Education
Vanguard University of Southern California 2008 — 2012
Liberal Arts, Business Administration
CHAT UNC3 October 2009 - Present
YogaWorks Teacher Training September 2009 - Present
Foundation for Survivors of Human Trafficking January 2011 - December 2011
LAL Leadership Program December 2005 - December 2011
LAL December 2005 - December 2010
American Red Cross September 2003 - June 2010
Oppenheimer Funds November 2006 - March 2009
CG Foundation October 2005 - December 2007
Nordstroms 2005 - 2007
Starbucks 2005 - 2007
Skills
Food Service Management..., Emergency Medicine (EMR), First Responder, First..., Community Outreach, Teaching, Volunteer Management, Fundraising, Non-profits, Grant Writing, Event Planning, Public Speaking, Program Development, Community Relations, Event Management, Social Media, Public Relations, Social Networking, Special Events, Team Building, Press Releases, Social Media Marketing, Leadership Development, Organizational..., Writing, Strategic Planning, Promotions, Research, Media Relations, Budgeting, Proposal Writing, Customer Service, Marketing Communications, Mentoring, Customer Relations, Administration, Planning, Coaching, Blogging, Word, Online Marketing, Copywriting, Editing, Microsoft Office, Team Leadership, Marketing Strategy, Problem Solving, Creative Problem Solving, PowerPoint, Strategic Partnerships, Grants
Education
University of California, Berkeley 2009 — 2013
Public Health, Migrant Populations
Orange Coast College 2008 — 2012
Health & Fitness, General Education
Vanguard University of Southern California 2008 — 2012
Liberal Arts, Business Administration
Paul Blease Paul Blease's Oppenheimer Funds Experience November 2011 - Present
Job Director of CEO Advisor Institute at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds November 2011 - Present
Morgan Stanley Smith Barney September 2010 - December 2011
Citigroup Smith Barney November 1998 - June 2009
Merrill Lynch 1988 - 1998
Principal Financial Group 1980 - 1988
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Securities, Asset Managment, Investment Management, Wealth Management..., Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Financial Planners, Leadership Development, Equities, Financial Services, Leadership, Separately Managed..., Series 65, Practice Management, Relationship Management, Team Building, Management, Strategy, Consulting, Asset Management, Financial Planning
Education
University of Arizona 1973 — 1977
Oppenheimer Funds November 2011 - Present
Morgan Stanley Smith Barney September 2010 - December 2011
Citigroup Smith Barney November 1998 - June 2009
Merrill Lynch 1988 - 1998
Principal Financial Group 1980 - 1988
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Securities, Asset Managment, Investment Management, Wealth Management..., Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Financial Planners, Leadership Development, Equities, Financial Services, Leadership, Separately Managed..., Series 65, Practice Management, Relationship Management, Team Building, Management, Strategy, Consulting, Asset Management, Financial Planning
Education
University of Arizona 1973 — 1977
Stacy Rollins's Oppenheimer Funds Experience February 2005 - October 2007
Job Executive Assistant to the President/CEO at American Foundation for the Blind
Industry Nonprofit Organization Management
Experience
American Foundation for the Blind July 2013 - Present
League of American Orchestras June 2012 - February 2013
various May 2011 - June 2012
Ruben Companies February 2011 - April 2011
UBP (Union Bancaire Privée) December 2007 - January 2010
Oppenheimer Funds February 2005 - October 2007
Freelance June 2004 - January 2005
Okalooosa-Walton Community College January 2003 - December 2004
EBL Learning January 2004 - June 2004
Harcourt, Inc May 1999 - August 2000
Skills
Editing, Research, Content Management, Travel Arrangements, Database Administration, Outlook, Due Diligence, Proofreading, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Online Research, Marketing, Management, Office Management, Microsoft Word, Customer Service, Project Management, Team Building, Event Planning, Social Networking, Nonprofits
Education
Florida State University 2001 — 2003
MA, English (Creative Writing)
Florida State University 1994 — 1998
BA, English (Creative Writing)
American Foundation for the Blind July 2013 - Present
League of American Orchestras June 2012 - February 2013
various May 2011 - June 2012
Ruben Companies February 2011 - April 2011
UBP (Union Bancaire Privée) December 2007 - January 2010
Oppenheimer Funds February 2005 - October 2007
Freelance June 2004 - January 2005
Okalooosa-Walton Community College January 2003 - December 2004
EBL Learning January 2004 - June 2004
Harcourt, Inc May 1999 - August 2000
Skills
Editing, Research, Content Management, Travel Arrangements, Database Administration, Outlook, Due Diligence, Proofreading, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Online Research, Marketing, Management, Office Management, Microsoft Word, Customer Service, Project Management, Team Building, Event Planning, Social Networking, Nonprofits
Education
Florida State University 2001 — 2003
MA, English (Creative Writing)
Florida State University 1994 — 1998
BA, English (Creative Writing)
Ambika Singhal Ambika Singhal's Oppenheimer Funds Experience May 2013 - August 2013
Job Analyst/Developer at Bank of America
Industry Computer Software
Experience
Bank of America February 2014 - Present
Oppenheimer Funds May 2013 - August 2013
Business Integration System (India) Ltd January 2007 - December 2007
Infobeans Pvt Ltd January 2006 - July 2006
Skills
Java, JavaScript, Servlets, C++ Language, C, Oracle 11g, SQL 2000, Oracle Application 11i..., Python, node.js, Linux, JavaScript, XML, SQL, Microsoft SQL Server, Web Services, Node.js
Education
University of North Carolina at Charlotte 2012 — 2013
Master of Science (MS), Information Technology
Oracle 11i eBusiness Suite,Pune, India 2006 — 2006
Oracle Apps Techno/Functional
Bharati Vidhyapeeth University (IMED) 2003 — 2006
MCA, Computers
Purvanchal University, Varanasi, India 2000 — 2003
BSc, Science
Tulsi Vidya Niketan,Varanasi
Bank of America February 2014 - Present
Oppenheimer Funds May 2013 - August 2013
Business Integration System (India) Ltd January 2007 - December 2007
Infobeans Pvt Ltd January 2006 - July 2006
Skills
Java, JavaScript, Servlets, C++ Language, C, Oracle 11g, SQL 2000, Oracle Application 11i..., Python, node.js, Linux, JavaScript, XML, SQL, Microsoft SQL Server, Web Services, Node.js
Education
University of North Carolina at Charlotte 2012 — 2013
Master of Science (MS), Information Technology
Oracle 11i eBusiness Suite,Pune, India 2006 — 2006
Oracle Apps Techno/Functional
Bharati Vidhyapeeth University (IMED) 2003 — 2006
MCA, Computers
Purvanchal University, Varanasi, India 2000 — 2003
BSc, Science
Tulsi Vidya Niketan,Varanasi
Ambika Nigam Ambika Nigam's Oppenheimer Funds Experience May 2003 - January 2005
Job Senior Business Design Lead
Industry Marketing and Advertising
Experience
IDEO March 2011 - Present
OgilvyOne July 2007 - March 2011
OppenheimerFunds January 2005 - June 2007
Oppenheimer Funds May 2003 - January 2005
Skills
Digital Strategy, Digital Marketing, Strategy, Marketing Strategy, User Experience, Marketing, Brand Architecture, Market Research, Integrated Marketing
Education
Columbia University in the City of New York 2007 — 2009
Master of Science
University of Michigan 1999 — 2003
Bachelors of Arts
IDEO March 2011 - Present
OgilvyOne July 2007 - March 2011
OppenheimerFunds January 2005 - June 2007
Oppenheimer Funds May 2003 - January 2005
Skills
Digital Strategy, Digital Marketing, Strategy, Marketing Strategy, User Experience, Marketing, Brand Architecture, Market Research, Integrated Marketing
Education
Columbia University in the City of New York 2007 — 2009
Master of Science
University of Michigan 1999 — 2003
Bachelors of Arts
John Jacquat John Jacquat's Oppenheimer Funds Experience January 2005 - August 2005
Job Pure Risk Solutions Insurance Agency
Industry Insurance
Experience
Pure Risk Solutions October 2009 - Present
Hub International August 2005 - October 2009
Oppenheimer Funds January 2005 - August 2005
AXA Advisors January 2002 - December 2004
Merrill Lynch June 2000 - October 2000
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Workers Compensation, Accounting, Commercial Insurance, Strategic Planning, Account Management, CRM, Customer Service, Training, Investments, Finance, Small Business
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2001
BS, Finance
University of Westminster 2001 — 2001
Business
Pure Risk Solutions October 2009 - Present
Hub International August 2005 - October 2009
Oppenheimer Funds January 2005 - August 2005
AXA Advisors January 2002 - December 2004
Merrill Lynch June 2000 - October 2000
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Workers Compensation, Accounting, Commercial Insurance, Strategic Planning, Account Management, CRM, Customer Service, Training, Investments, Finance, Small Business
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2001
BS, Finance
University of Westminster 2001 — 2001
Business
James Nix James Nix's Oppenheimer Funds Experience November 2011 - October 2012
Job Assistant Supervisor of Correspondence at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2014 - Present
OppenheimerFunds October 2013 - April 2014
OppenheimerFunds December 2012 - October 2013
Oppenheimer Funds November 2011 - October 2012
NAIA 2011 - 2011
Community Bank Funding Company June 2004 - November 2009
Global Crossing Conferencing (formerly Frontier Conferencing) May 2001 - February 2002
Frontier Video Conferencing June 1999 - May 2001
Wall Street On Demand July 1998 - April 1999
Skills
Banking, Contract Management, Sales, Public Speaking, Management, Strategy, Financial Analysis, Leadership, Competitive Analysis, Customer Service, Mutual Funds, Sales Management, Operations Management, Retail, Sales Process, Customer Satisfaction, Troubleshooting, Process Improvement, Team Building, Vendor Management
Education
Metropolitan State University of Denver 2002 — 2004
Education
University of Northern Colorado 1994 — 1997
BA, Communications & Political Science
Niwot High School 1986 — 1988
OppenheimerFunds April 2014 - Present
OppenheimerFunds October 2013 - April 2014
OppenheimerFunds December 2012 - October 2013
Oppenheimer Funds November 2011 - October 2012
NAIA 2011 - 2011
Community Bank Funding Company June 2004 - November 2009
Global Crossing Conferencing (formerly Frontier Conferencing) May 2001 - February 2002
Frontier Video Conferencing June 1999 - May 2001
Wall Street On Demand July 1998 - April 1999
Skills
Banking, Contract Management, Sales, Public Speaking, Management, Strategy, Financial Analysis, Leadership, Competitive Analysis, Customer Service, Mutual Funds, Sales Management, Operations Management, Retail, Sales Process, Customer Satisfaction, Troubleshooting, Process Improvement, Team Building, Vendor Management
Education
Metropolitan State University of Denver 2002 — 2004
Education
University of Northern Colorado 1994 — 1997
BA, Communications & Political Science
Niwot High School 1986 — 1988
Timothy Storm Timothy Storm's Oppenheimer Funds Experience June 2009 - April 2011
Job Sr. Programmer Analyst at FedEx Services
Industry Airlines/Aviation
Experience
FedEx Services September 2010 - Present
Oppenheimer Funds June 2009 - April 2011
Jeppesen February 2009 - June 2009
Intelligent Software Solutions October 2008 - January 2009
FedEx Freight October 2008 - January 2009
FedEx Freight January 2006 - October 2008
FedEx Freight September 2005 - December 2005
· Trane August 2005 - December 2005
Education
Colorado State University-Pueblo 2002 — 2005
BS, Computer Information Systems
FedEx Services September 2010 - Present
Oppenheimer Funds June 2009 - April 2011
Jeppesen February 2009 - June 2009
Intelligent Software Solutions October 2008 - January 2009
FedEx Freight October 2008 - January 2009
FedEx Freight January 2006 - October 2008
FedEx Freight September 2005 - December 2005
· Trane August 2005 - December 2005
Education
Colorado State University-Pueblo 2002 — 2005
BS, Computer Information Systems
Rich Hymes Rich Hymes's Oppenheimer Funds Experience 1993 - 2004
Job Chief Investment Officer at BeneXchange Corp
Industry Financial Services
Experience
Benexchange April 2013 - Present
Counselworks LLC January 2013 - June 2014
John Hancock Retirement Services February 2008 - January 2012
Institutional Qualified Retirement Plan Consulting Group November 2006 - February 2008
RSM McGladrey 2005 - 2007
Transamerica January 2004 - January 2006
Oppenheimer Funds 1993 - 2004
Dreyfus Service Corp 1989 - 1991
Skills
401k, ERISA, Start-ups, Series 63, Pension Funds, Profit Sharing, Defined Benefit, Retirement, Retirement Planning, Pensions, Series 7, Mutual Funds, Retirement Plan..., Asset Allocation, Consulting, Investment Advisory, Securities, Life Insurance, Investments, Disability Insurance, Financial Services, Insurance, Wealth Management, Finance, Financial Advisory, Financial Planning, Alternative Investments
Education
Alfred University 1984 — 1988
B.S., Business Administration
Peddie School 1983 — 1984
Benexchange April 2013 - Present
Counselworks LLC January 2013 - June 2014
John Hancock Retirement Services February 2008 - January 2012
Institutional Qualified Retirement Plan Consulting Group November 2006 - February 2008
RSM McGladrey 2005 - 2007
Transamerica January 2004 - January 2006
Oppenheimer Funds 1993 - 2004
Dreyfus Service Corp 1989 - 1991
Skills
401k, ERISA, Start-ups, Series 63, Pension Funds, Profit Sharing, Defined Benefit, Retirement, Retirement Planning, Pensions, Series 7, Mutual Funds, Retirement Plan..., Asset Allocation, Consulting, Investment Advisory, Securities, Life Insurance, Investments, Disability Insurance, Financial Services, Insurance, Wealth Management, Finance, Financial Advisory, Financial Planning, Alternative Investments
Education
Alfred University 1984 — 1988
B.S., Business Administration
Peddie School 1983 — 1984
Bill Presutti's Oppenheimer Funds Experience 1993 - 2004
Job Division Manager, SVP at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2013 - Present
Delaware Investments, a member of the Macquarie Group 2010 - December 2013
Transamerica 2009 - 2010
Managers Investment Group (MIG); subsidiary of Affiliated Managers Group (NYSE: AMG) 2006 - 2009
UBS Financial Services 2005 - 2006
OneCapital Management Partners 2004 - 2005
Oppenheimer Funds 1993 - 2004
Skills
Investments, Mutual Funds, Sales Management, Financial Services, Business Strategy, Series 7, Hedge Funds, Strategy, Series 63, Series 24, Series 65, Investment Advisory, Finance
Education
University of Chicago; Graduate School of Business 2007 — 2007
Executive Sales Management
University of Pennsylvania, The Wharton School 2007 — 2007
IMCA Investment Strategist
University of Pennsylvania, The Wharton School 2004 — 2004
Certified Investment Management Analyst (CIMA)
Niagara University 1986 — 1990
B.S., Economics & Marketing
Fidelity Investments December 2013 - Present
Delaware Investments, a member of the Macquarie Group 2010 - December 2013
Transamerica 2009 - 2010
Managers Investment Group (MIG); subsidiary of Affiliated Managers Group (NYSE: AMG) 2006 - 2009
UBS Financial Services 2005 - 2006
OneCapital Management Partners 2004 - 2005
Oppenheimer Funds 1993 - 2004
Skills
Investments, Mutual Funds, Sales Management, Financial Services, Business Strategy, Series 7, Hedge Funds, Strategy, Series 63, Series 24, Series 65, Investment Advisory, Finance
Education
University of Chicago; Graduate School of Business 2007 — 2007
Executive Sales Management
University of Pennsylvania, The Wharton School 2007 — 2007
IMCA Investment Strategist
University of Pennsylvania, The Wharton School 2004 — 2004
Certified Investment Management Analyst (CIMA)
Niagara University 1986 — 1990
B.S., Economics & Marketing
Samantha Aemmer's Oppenheimer Funds Experience November 2004 - June 2006
Job General Ledger Accountant at Graebel Companies
Industry Retail
Experience
Graebel Companies March 2014 - Present
Grupo Comex April 2013 - March 2014
Grupo Comex June 2012 - April 2013
UDR, Inc. November 2010 - September 2011
Dish Network October 2008 - September 2010
Catholic Health Initiatives January 2008 - August 2008
Michel Heneen & CO., PC June 2006 - September 2006
Oppenheimer Funds November 2004 - June 2006
Skills
Account Reconciliation, Invoicing, Budgets, Training, Purchasing, Spreadsheets, Peachtree, Retail, Accounts Payable, Accounts Receivable, Accounting, Microsoft Excel, Financial Reporting, Forecasting, Outlook, Inventory Management, Financial Analysis, Accruals, Finance, Payroll, Pricing, General Ledger, Journal Entries
Education
University of Phoenix 2004 — 2006
Bachelor of Business Management (B.B.M.), Business Management
Graebel Companies March 2014 - Present
Grupo Comex April 2013 - March 2014
Grupo Comex June 2012 - April 2013
UDR, Inc. November 2010 - September 2011
Dish Network October 2008 - September 2010
Catholic Health Initiatives January 2008 - August 2008
Michel Heneen & CO., PC June 2006 - September 2006
Oppenheimer Funds November 2004 - June 2006
Skills
Account Reconciliation, Invoicing, Budgets, Training, Purchasing, Spreadsheets, Peachtree, Retail, Accounts Payable, Accounts Receivable, Accounting, Microsoft Excel, Financial Reporting, Forecasting, Outlook, Inventory Management, Financial Analysis, Accruals, Finance, Payroll, Pricing, General Ledger, Journal Entries
Education
University of Phoenix 2004 — 2006
Bachelor of Business Management (B.B.M.), Business Management
Dmitri Artemiev Dmitri Artemiev's Oppenheimer Funds Experience January 2007 - March 2009
Job Portfolio Manager at U.S. Trust
Industry Investment Banking
Experience
U.S. Trust March 2013 - Present
Sun Capital Advisers June 2011 - March 2013
Conning Asset Management April 2009 - May 2011
Oppenheimer Funds January 2007 - March 2009
Fidelity Investments 1999 - 2007
Skills
Fixed Income, Trading, Analysis, Research, Mortgage
Education
Boston University
Software Engineering
Financial Academy
BS, Financial Engineering, Finance & Credit
Southern New Hampshire University
MBA, Finance
U.S. Trust March 2013 - Present
Sun Capital Advisers June 2011 - March 2013
Conning Asset Management April 2009 - May 2011
Oppenheimer Funds January 2007 - March 2009
Fidelity Investments 1999 - 2007
Skills
Fixed Income, Trading, Analysis, Research, Mortgage
Education
Boston University
Software Engineering
Financial Academy
BS, Financial Engineering, Finance & Credit
Southern New Hampshire University
MBA, Finance
Amy Kinney Amy Kinney's Oppenheimer Funds Experience June 1991 - August 1993
Job Business Development and Account Management Source Office & Technology
Industry Business Supplies and Equipment
Experience
Source Office & Technology September 2007 - Present
Oppenheimer Funds June 1991 - August 1993
Skills
Account Management, Cold Calling, Solution Selling, Managed Print Services, Sales Process, Direct Sales, Customer Retention, Project Management, Sales Management, B2B, Sales Operations, Selling, Salesforce.com, New Business Development, Lead Generation, Customer Service, Contract Negotiation, Sales
Education
Colorado State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance
Source Office & Technology September 2007 - Present
Oppenheimer Funds June 1991 - August 1993
Skills
Account Management, Cold Calling, Solution Selling, Managed Print Services, Sales Process, Direct Sales, Customer Retention, Project Management, Sales Management, B2B, Sales Operations, Selling, Salesforce.com, New Business Development, Lead Generation, Customer Service, Contract Negotiation, Sales
Education
Colorado State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance
Nancy Abramson's Oppenheimer Funds Experience August 1998 - July 2000
Job Product Data Scientist at Eliassen Group for Charter Communications
Industry Computer Software
Experience
Eliassen Group February 2014 - Present
Abramson Ventures, LLC October 1998 - Present
SpotXchange December 2012 - December 2013
Datasource Consulting, LLC February 2009 - December 2012
Staples February 2008 - February 2009
Corporate Express February 2008 - February 2009
Oppenheimer Funds August 1998 - July 2000
NEON July 1993 - July 1998
Lockheed Martin 1985 - 1992
Skills
SQL, Unix, Informatica, ETL, Statistics, Oracle SQL, Talend, Linux, Data Warehousing, Teradata, Unix Shell Scripting, Shell Scripting, MySQL, Data Analysis, SPSS, Business Intelligence, Data Integration, Database Design, Databases, Oracle, Microsoft SQL Server, PL/SQL, Data Mining, Integration, Data Modeling, Predictive Analytics, Hadoop, Oracle SQL Developer
Education
University of Northern Colorado 1986 — 1989
MS, Applied Statistics
University of Denver 1980 — 1984
BS, Mathematics and Computer Science
Eliassen Group February 2014 - Present
Abramson Ventures, LLC October 1998 - Present
SpotXchange December 2012 - December 2013
Datasource Consulting, LLC February 2009 - December 2012
Staples February 2008 - February 2009
Corporate Express February 2008 - February 2009
Oppenheimer Funds August 1998 - July 2000
NEON July 1993 - July 1998
Lockheed Martin 1985 - 1992
Skills
SQL, Unix, Informatica, ETL, Statistics, Oracle SQL, Talend, Linux, Data Warehousing, Teradata, Unix Shell Scripting, Shell Scripting, MySQL, Data Analysis, SPSS, Business Intelligence, Data Integration, Database Design, Databases, Oracle, Microsoft SQL Server, PL/SQL, Data Mining, Integration, Data Modeling, Predictive Analytics, Hadoop, Oracle SQL Developer
Education
University of Northern Colorado 1986 — 1989
MS, Applied Statistics
University of Denver 1980 — 1984
BS, Mathematics and Computer Science
Gordon Macdonald Gordon Macdonald's Oppenheimer Funds Experience January 2004 - December 2004
Job Senior Software Test Engineer at The Tracom Group
Industry Computer Software
Experience
The Tracom Group November 2013 - Present
State of Colorado, Governor's Office of Information Technology January 2012 - October 2013
SLI Global Solutions August 2006 - July 2012
SysTest Labs August 2006 - August 2010
Aurora Loan Services January 2005 - August 2006
Oppenheimer Funds January 2004 - December 2004
SysTest Labs January 2003 - June 2003
Virtela Communications July 2000 - October 2002
Level 3 Communications January 1999 - July 2000
Previous software development and test positions November 1985 - January 1999
Skills
Software Quality..., Agile Methodologies, Test Planning, Quality Assurance, Testing, Test Automation, Quality Center, Unix, System Testing, QTP, .NET, Software Development, XML, SQL, Oracle, Regression Testing, HP Quality Center
Education
California State University-Fullerton 1982 — 1985
Bachelor of Science, Computer Science, specializing in computers and mathematics.
The Tracom Group November 2013 - Present
State of Colorado, Governor's Office of Information Technology January 2012 - October 2013
SLI Global Solutions August 2006 - July 2012
SysTest Labs August 2006 - August 2010
Aurora Loan Services January 2005 - August 2006
Oppenheimer Funds January 2004 - December 2004
SysTest Labs January 2003 - June 2003
Virtela Communications July 2000 - October 2002
Level 3 Communications January 1999 - July 2000
Previous software development and test positions November 1985 - January 1999
Skills
Software Quality..., Agile Methodologies, Test Planning, Quality Assurance, Testing, Test Automation, Quality Center, Unix, System Testing, QTP, .NET, Software Development, XML, SQL, Oracle, Regression Testing, HP Quality Center
Education
California State University-Fullerton 1982 — 1985
Bachelor of Science, Computer Science, specializing in computers and mathematics.
Bridgette Storms, PMP/CSM/CSP/MTI-CM Bridgette Storms, PMP/CSM/CSP/MTI-CM's Oppenheimer Funds Experience September 2007 - September 2012
Job High performer with a proven ability to influence others and make things happen across organizational & geographic lines
Industry Information Technology and Services
Experience
OppenheimerFunds, Inc 2011 - Present
Oppenheimer Funds September 2007 - September 2012
Skills
Business Analysis, Agile Methodologies, PMO, Team Building, Coaching
Education
University of Michigan 1993 — 1996
LSA, Psych, Psychology
OppenheimerFunds, Inc 2011 - Present
Oppenheimer Funds September 2007 - September 2012
Skills
Business Analysis, Agile Methodologies, PMO, Team Building, Coaching
Education
University of Michigan 1993 — 1996
LSA, Psych, Psychology
Julie Ann Looney, MAS, PMP, CLSM Julie Ann Looney, MAS, PMP, CLSM's Oppenheimer Funds Experience March 2008 - July 2008
Job Global Program Director, Travelport GDS
Industry Computer Software
Experience
Travelport August 2008 - Present
Travelport Global Distribution Services July 2008 - Present
Oppenheimer Funds March 2008 - July 2008
First Data Corporation May 2001 - December 2007
Skills
Project Management, Business Continuity, IT Audit, Project Portfolio..., SDLC, Vendor Management, Software Project..., Agile Project Management, PMO, Program Management, PCI DSS, Agile Methodologies, PMP, Governance, Enterprise Risk..., Risk Management, CISA, Leadership, Product Management, Enterprise Software, Project Delivery, Analysis, IT Strategy, Sarbanes-Oxley Act
Education
University of Denver 2008 — 2010
Masters in Applied Science, IT / Project Management
University of Denver 2008 — 2010
Masters, ICT & PM
Villanova University 2007 — 2008
CLSSS, Lean Six Sigma Certification
Travelport August 2008 - Present
Travelport Global Distribution Services July 2008 - Present
Oppenheimer Funds March 2008 - July 2008
First Data Corporation May 2001 - December 2007
Skills
Project Management, Business Continuity, IT Audit, Project Portfolio..., SDLC, Vendor Management, Software Project..., Agile Project Management, PMO, Program Management, PCI DSS, Agile Methodologies, PMP, Governance, Enterprise Risk..., Risk Management, CISA, Leadership, Product Management, Enterprise Software, Project Delivery, Analysis, IT Strategy, Sarbanes-Oxley Act
Education
University of Denver 2008 — 2010
Masters in Applied Science, IT / Project Management
University of Denver 2008 — 2010
Masters, ICT & PM
Villanova University 2007 — 2008
CLSSS, Lean Six Sigma Certification
Trevor Ugolyn Trevor Ugolyn's Oppenheimer Funds Experience May 2007 - September 2007
Job Senior Analyst at Power Play Energy
Industry Investment Management
Experience
Power Play Energy, LLC September 2008 - Present
Power Play Research September 2008 - Present
Power Play Solar September 2008 - December 2010
Greenwich Associates March 2008 - September 2008
Oppenheimer Funds May 2007 - September 2007
BNY Asset Management (Bank of New York - Mellon) June 2004 - June 2006
Caywood-Scholl August 2003 - December 2003
Montag & Caldwell June 2003 - August 2003
Enterprise Capital Management - AXA/MONY May 2002 - September 2002
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Cornell University 2000 — 2004
BS, Applied Economics and Management
Power Play Energy, LLC September 2008 - Present
Power Play Research September 2008 - Present
Power Play Solar September 2008 - December 2010
Greenwich Associates March 2008 - September 2008
Oppenheimer Funds May 2007 - September 2007
BNY Asset Management (Bank of New York - Mellon) June 2004 - June 2006
Caywood-Scholl August 2003 - December 2003
Montag & Caldwell June 2003 - August 2003
Enterprise Capital Management - AXA/MONY May 2002 - September 2002
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Cornell University 2000 — 2004
BS, Applied Economics and Management
Brad Weinig Brad Weinig's Oppenheimer Funds Experience January 1997 - October 1999
Job TOD Program Director, Enterprise Community Partners
Industry Real Estate
Experience
Enterprise Community Partners June 2011 - Present
Boulder County Housing Authority May 2009 - October 2009
Citi Group February 2007 - March 2008
Citi Community Capital Asst February 2007 - March 2008
Capmark March 2006 - February 2007
GMAC Commercial Mortgage August 2003 - March 2006
Newman & Associates January 2001 - May 2001
Oppenheimer Funds January 1997 - October 1999
Skills
Real Estate Economics, Financial Modeling, Investments, Loans, Credit Analysis, Investment Properties, Affordable Housing, Real Estate Transactions, Real Estate Development, Budgets, Commercial Lending, Asset Management, Real Estate, Underwriting, Contract Negotiation, Strategic Planning, Leases, Management, Real Estate Financing, Financial Analysis, Due Diligence, Market Research, Finance, Nonprofits, Grants, Accounting, Portfolio Management, Golf
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Real Estate & Finance
University of Colorado, Leeds School of Business 1999 — 2002
B.S, Business Administration; an emphasis in Finance
Enterprise Community Partners June 2011 - Present
Boulder County Housing Authority May 2009 - October 2009
Citi Group February 2007 - March 2008
Citi Community Capital Asst February 2007 - March 2008
Capmark March 2006 - February 2007
GMAC Commercial Mortgage August 2003 - March 2006
Newman & Associates January 2001 - May 2001
Oppenheimer Funds January 1997 - October 1999
Skills
Real Estate Economics, Financial Modeling, Investments, Loans, Credit Analysis, Investment Properties, Affordable Housing, Real Estate Transactions, Real Estate Development, Budgets, Commercial Lending, Asset Management, Real Estate, Underwriting, Contract Negotiation, Strategic Planning, Leases, Management, Real Estate Financing, Financial Analysis, Due Diligence, Market Research, Finance, Nonprofits, Grants, Accounting, Portfolio Management, Golf
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Real Estate & Finance
University of Colorado, Leeds School of Business 1999 — 2002
B.S, Business Administration; an emphasis in Finance
Peter Bailey Peter Bailey's Oppenheimer Funds Experience June 2011 - March 2012
Job Senior Software Engineer at Enterprise Holdings
Industry Information Services
Experience
Enterprise Holdings July 2015 - Present
First Data Corporation January 2015 - June 2015
Charter Communications October 2014 - December 2014
Kaiser Permanente October 2013 - September 2014
Jeppesen April 2013 - July 2013
Great-West Financial March 2012 - March 2013
Oppenheimer Funds June 2011 - March 2012
ECSTeam November 2010 - August 2011
Valen Technologies, Inc. July 2010 - November 2010
Coventry Health Care July 2002 - August 2010
Skills
Spring, Java, Web Services, J2EE, Web Applications, Java Enterprise Edition, Software Development, Algorithms, Enterprise Software, Software Engineering, C, SDLC, Flex, Ninja Skills, Agile Methodologies, Tomcat, Oracle, Databases, Scala, Eclipse, JSP, JUnit, REST, Weblogic, SOA, SOAP, Hibernate, Spring Framework
Education
North Carolina State University 1997 — 2001
MCS, Computer Science
Enterprise Holdings July 2015 - Present
First Data Corporation January 2015 - June 2015
Charter Communications October 2014 - December 2014
Kaiser Permanente October 2013 - September 2014
Jeppesen April 2013 - July 2013
Great-West Financial March 2012 - March 2013
Oppenheimer Funds June 2011 - March 2012
ECSTeam November 2010 - August 2011
Valen Technologies, Inc. July 2010 - November 2010
Coventry Health Care July 2002 - August 2010
Skills
Spring, Java, Web Services, J2EE, Web Applications, Java Enterprise Edition, Software Development, Algorithms, Enterprise Software, Software Engineering, C, SDLC, Flex, Ninja Skills, Agile Methodologies, Tomcat, Oracle, Databases, Scala, Eclipse, JSP, JUnit, REST, Weblogic, SOA, SOAP, Hibernate, Spring Framework
Education
North Carolina State University 1997 — 2001
MCS, Computer Science
Ana Seditsky Ana Seditsky's Oppenheimer Funds Experience November 2010 - March 2011
Job SQL Developer/ MIS Analyst at Franklin Credit Management
Industry Commercial Real Estate
Experience
Franklin Credit Management February 2015 - Present
KPMG July 2014 - Present
The Vitamin Shoppe December 2011 - Present
BNY Mellon February 2011 - November 2012
Oppenheimer Funds November 2010 - March 2011
Real Capital Analytics December 2009 - November 2010
Vision Financial Corp March 2008 - January 2009
Vision Financial Corp March 2008 - January 2009
The Associated Press October 1994 - March 2007
The Associated Press October 1994 - March 2007
Skills
Microsoft SQL Server, C#, SQL, SSIS, Database Design, VB.NET, Crystal Reports, Sybase, ADO.NET, VBA, Access, C, Windows Server, SQL Server DBA, Databases, T-SQL, Unix, Software Development, ETL, Visual Basic, Testing, Windows, Stored Procedures, SQL Tuning, Data Analysis, .NET, Visual Studio, Data Warehousing, Agile Methodologies, Visio, Requirements Gathering, Object Oriented Design, Software Project..., Perl, Linux, Systems Analysis, Requirements Analysis, Integration, DTS
Education
Pace University 1992 — 1995
MS, Computer Science
Binghamton University 1986 — 1990
BS, Mathematics-Computer Science
Franklin Credit Management February 2015 - Present
KPMG July 2014 - Present
The Vitamin Shoppe December 2011 - Present
BNY Mellon February 2011 - November 2012
Oppenheimer Funds November 2010 - March 2011
Real Capital Analytics December 2009 - November 2010
Vision Financial Corp March 2008 - January 2009
Vision Financial Corp March 2008 - January 2009
The Associated Press October 1994 - March 2007
The Associated Press October 1994 - March 2007
Skills
Microsoft SQL Server, C#, SQL, SSIS, Database Design, VB.NET, Crystal Reports, Sybase, ADO.NET, VBA, Access, C, Windows Server, SQL Server DBA, Databases, T-SQL, Unix, Software Development, ETL, Visual Basic, Testing, Windows, Stored Procedures, SQL Tuning, Data Analysis, .NET, Visual Studio, Data Warehousing, Agile Methodologies, Visio, Requirements Gathering, Object Oriented Design, Software Project..., Perl, Linux, Systems Analysis, Requirements Analysis, Integration, DTS
Education
Pace University 1992 — 1995
MS, Computer Science
Binghamton University 1986 — 1990
BS, Mathematics-Computer Science
John McRee John McRee's Oppenheimer Funds Experience April 2012 - October 2012
Job Director of User Experience at Universal Mind
Industry Computer Software
Experience
Universal Mind October 2012 - Present
Oppenheimer Funds April 2012 - October 2012
EffectiveUI May 2008 - April 2012
EffectiveUI August 2007 - May 2008
Quark, Inc August 2004 - August 2007
eBags.com 2004 - 2004
trip.com 2000 - 2002
Skills
User Research, Heuristic Analysis, Interaction Design, Information Architecture, Art Direction, Experience Design, Design Research, Usability, Contextual Inquiry, Paper Prototyping, Heuristic Evaluation, Card Sorting, Requirements Gathering, Workshop Facilitation, Presenter, Usability Testing, User-centered Design, User Experience, User Experience Design, User Interface Design, Task Analysis, Mobile Devices, Mobile Design, User Interface, Strategy, Persona, Wire Framing, Lunch, Pants, Tomahawk, User Scenarios, Wireframes, Glitter Tattoos, Human Computer..., Information Design
Education
University of Colorado Denver 1995 — 2000
BA
Universal Mind October 2012 - Present
Oppenheimer Funds April 2012 - October 2012
EffectiveUI May 2008 - April 2012
EffectiveUI August 2007 - May 2008
Quark, Inc August 2004 - August 2007
eBags.com 2004 - 2004
trip.com 2000 - 2002
Skills
User Research, Heuristic Analysis, Interaction Design, Information Architecture, Art Direction, Experience Design, Design Research, Usability, Contextual Inquiry, Paper Prototyping, Heuristic Evaluation, Card Sorting, Requirements Gathering, Workshop Facilitation, Presenter, Usability Testing, User-centered Design, User Experience, User Experience Design, User Interface Design, Task Analysis, Mobile Devices, Mobile Design, User Interface, Strategy, Persona, Wire Framing, Lunch, Pants, Tomahawk, User Scenarios, Wireframes, Glitter Tattoos, Human Computer..., Information Design
Education
University of Colorado Denver 1995 — 2000
BA
Richard Walsh Richard Walsh's Oppenheimer Funds Experience July 2007 - December 2011
Job Senior Institutional Relationship Management at OFI Global Asset Management
Industry Financial Services
Experience
OFI Global Asset Management January 2012 - Present
Oppenheimer Funds July 2007 - December 2011
TD Ameritrade April 2005 - September 2006
Merrill Lynch 2000 - 2003
Merrill Lynch January 1997 - January 2000
Merrill Lynch 1984 - 1997
Skills
Series 7, Strategy, Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 24, Alternative Investments, Financial Services, Equities, Uniform Combined State..., Wealth Management, FINRA, Business Development, Securities, Asset Management, Wealth Management..., Product Marketing, Retirement Planning, Institutional Accounts, Portfolio Management, Management, Series 65, ETFs, Mutual, Series 66, Strategic Communications
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Executive Certification, Executive Program
The Catholic University of America 1974 — 1978
Bachelor of Fine Arts, Theatre
Fordham Prep 1970 — 1974
OFI Global Asset Management January 2012 - Present
Oppenheimer Funds July 2007 - December 2011
TD Ameritrade April 2005 - September 2006
Merrill Lynch 2000 - 2003
Merrill Lynch January 1997 - January 2000
Merrill Lynch 1984 - 1997
Skills
Series 7, Strategy, Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 24, Alternative Investments, Financial Services, Equities, Uniform Combined State..., Wealth Management, FINRA, Business Development, Securities, Asset Management, Wealth Management..., Product Marketing, Retirement Planning, Institutional Accounts, Portfolio Management, Management, Series 65, ETFs, Mutual, Series 66, Strategic Communications
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Executive Certification, Executive Program
The Catholic University of America 1974 — 1978
Bachelor of Fine Arts, Theatre
Fordham Prep 1970 — 1974
Keith Hylind Keith Hylind's Oppenheimer Funds Experience 2006 - Present
Job VP at Oppenheimerfunds
Industry Investment Management
Experience
Oppenheimer Funds 2006 - Present
MetLife Financial Services 2003 - 2006
PRUDENTIAL FINANCIAL 1981 - 2003
Skills
Series 6, FINRA, Retirement, Fixed Annuities, Retirement Planning, Financial Advisory, Marketing, Public Speaking, Series 63, Series 24, Series 7, 401k, Mutual Funds, Asset Allocation, Investment Advisory
Education
University of Richmond 1977 — 1981
BA, English
Oppenheimer Funds 2006 - Present
MetLife Financial Services 2003 - 2006
PRUDENTIAL FINANCIAL 1981 - 2003
Skills
Series 6, FINRA, Retirement, Fixed Annuities, Retirement Planning, Financial Advisory, Marketing, Public Speaking, Series 63, Series 24, Series 7, 401k, Mutual Funds, Asset Allocation, Investment Advisory
Education
University of Richmond 1977 — 1981
BA, English
Charlie Pettit Charlie Pettit's Oppenheimer Funds Experience October 1993 - Present
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
Oppenheimer Funds October 1993 - Present
OppenheimerFunds October 1993 - Present
OppenheimerFunds Distributors 1993 - Present
Skills
Mutual Funds, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Wealth Management, Asset Management, Securities, Retirement, Portfolio Management, 401k, Equities, Fixed Income
Education
Boston University School of Law 1978 — 1980
Doctor of Law (JD)
Tufts University 1974 — 1977
Bachelor of Arts (BA), History
Oppenheimer Funds October 1993 - Present
OppenheimerFunds October 1993 - Present
OppenheimerFunds Distributors 1993 - Present
Skills
Mutual Funds, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Wealth Management, Asset Management, Securities, Retirement, Portfolio Management, 401k, Equities, Fixed Income
Education
Boston University School of Law 1978 — 1980
Doctor of Law (JD)
Tufts University 1974 — 1977
Bachelor of Arts (BA), History
Michael Sciortino, Sr.'s Oppenheimer Funds Experience 1990 - 2003
Job Founder and CEO of Gratitude Marketing™, BestSelling Author, and Keynote Speaker
Industry Financial Services
Experience
Gratitude Marketing™ July 2015 - Present
CMG Capital Management Group, Inc. April 2012 - July 2015
Present RBI,LLC 2003 - April 2012
Oppenheimer Funds 1990 - 2003
Pilgrim Funds 1987 - 1990
Colonial Investment Services, Inc. 1986 - 1987
E.F. Hutton 1983 - 1986
Education
University of New Orleans 1978 — 1982
BS, Finance
Gratitude Marketing™ July 2015 - Present
CMG Capital Management Group, Inc. April 2012 - July 2015
Present RBI,LLC 2003 - April 2012
Oppenheimer Funds 1990 - 2003
Pilgrim Funds 1987 - 1990
Colonial Investment Services, Inc. 1986 - 1987
E.F. Hutton 1983 - 1986
Education
University of New Orleans 1978 — 1982
BS, Finance
Gregg Everett, CIMA®, CRPC® Gregg Everett, CIMA®, CRPC®'s Oppenheimer Funds Experience 1998 - Present
Job VP/ OppenheimerFunds North Florida Regional Sales Manager
Industry Financial Services
Experience
Oppenheimer Funds 1998 - Present
Alliance / Bernstein 1996 - 1998
AG Edwards 1995 - 1996
Nori Hennion Walsh 1993 - 1995
Education
Stockton University 1989 — 1993
BA, Business
Oppenheimer Funds 1998 - Present
Alliance / Bernstein 1996 - 1998
AG Edwards 1995 - 1996
Nori Hennion Walsh 1993 - 1995
Education
Stockton University 1989 — 1993
BA, Business
Jesse Levitt, CTP Jesse Levitt, CTP's Oppenheimer Funds Experience 2008 - September 2011
Job VP Strategic Accounts OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2011 - Present
Oppenheimer Funds 2008 - September 2011
OppenheimerFunds May 2003 - May 2008
OppenheimerFunds March 1997 - May 2003
Skills
Due Diligence, Series 7, Series 63, Mutual Funds, Sales, Sales Management, Banking, Retirement Planning, Securities, Relationship Management, Financial Services, Asset Management, Investments, Retirement, Series 6, Alternative Investments, 401k, Asset Allocation, Fixed Income
Education
University of Maryland College Park 1992 — 1996
Bachelor of Arts, Psychology
OppenheimerFunds September 2011 - Present
Oppenheimer Funds 2008 - September 2011
OppenheimerFunds May 2003 - May 2008
OppenheimerFunds March 1997 - May 2003
Skills
Due Diligence, Series 7, Series 63, Mutual Funds, Sales, Sales Management, Banking, Retirement Planning, Securities, Relationship Management, Financial Services, Asset Management, Investments, Retirement, Series 6, Alternative Investments, 401k, Asset Allocation, Fixed Income
Education
University of Maryland College Park 1992 — 1996
Bachelor of Arts, Psychology
Marlo Stil, ADPA Marlo Stil, ADPA's Oppenheimer Funds Experience January 2000 - July 2001
Job Managing Partner, Wealth Advisor with Wealth Consulting Group Rancho Mirage CA CA Insurance License #0731443
Industry Financial Services
Experience
The Wealth Consulting Group in Rancho Mirage November 2014 - Present
MetLife February 2009 - November 2014
Oppenheimer Funds January 2000 - July 2001
MassMutual January 1992 - December 2000
MML Investors Services Inc. January 1988 - December 1990
Skills
Coaching, Financial Advisory, Financial Planning, Financial Services, Insurance, Investments, Leadership, Public Speaking, Finance, Portfolio Management, Retirement, Retirement Planning, Strategic Planning, Securities, Team Building
Education
American College 2011 — 2013
CASL Candidate, Chartered Advisor for Senior Living
College for Financial Planning 2012 — 2012
ADPA Certified, Acredited Domestic Partner Advisor
California State University-Northridge
Bachelors of Science
Peterson High
USC Extension Studies
CFP Certified Financial Planner Designation 1984-2001
The Wealth Consulting Group in Rancho Mirage November 2014 - Present
MetLife February 2009 - November 2014
Oppenheimer Funds January 2000 - July 2001
MassMutual January 1992 - December 2000
MML Investors Services Inc. January 1988 - December 1990
Skills
Coaching, Financial Advisory, Financial Planning, Financial Services, Insurance, Investments, Leadership, Public Speaking, Finance, Portfolio Management, Retirement, Retirement Planning, Strategic Planning, Securities, Team Building
Education
American College 2011 — 2013
CASL Candidate, Chartered Advisor for Senior Living
College for Financial Planning 2012 — 2012
ADPA Certified, Acredited Domestic Partner Advisor
California State University-Northridge
Bachelors of Science
Peterson High
USC Extension Studies
CFP Certified Financial Planner Designation 1984-2001
Corey Chun Corey Chun's Oppenheimer Funds Experience September 2007 - July 2008
Job Director, Finance and Business Services at CH2M HILL
Industry Construction
Experience
CH2M HILL November 2014 - Present
CH2M HILL December 2013 - Present
CH2M HILL September 2012 - December 2013
CH2MHill July 2008 - October 2012
Oppenheimer Funds September 2007 - July 2008
Sabbro LLC January 2006 - September 2007
Morgan Stanley July 2003 - April 2004
Skills
Forecasting, Variance Analysis, Cash Flow, Capex, Balance Sheet, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Due Diligence, Managerial Finance, Accounting, Strategic Financial..., Mergers, Internal Controls, Valuation, Budgets, Sarbanes-Oxley Act, Financial Accounting, Project Finance, Finance, Strategy, Strategic Planning, Analysis, Management, Procurement, Leadership, Risk Management, Contract Negotiation, Cost Accounting, Project Accounting, Cash Management, Cash Flow Forecasting, US GAAP, Financial Forecasting, GAAP, Revenue Recognition, Capital Budgeting, Auditing, Financial Audits, Hyperion Enterprise, Cost Benefit, General Ledger, Financial Planning, Mergers
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA)
University of Colorado at Denver 2000 — 2004
B.S, Financial Management
CH2M HILL November 2014 - Present
CH2M HILL December 2013 - Present
CH2M HILL September 2012 - December 2013
CH2MHill July 2008 - October 2012
Oppenheimer Funds September 2007 - July 2008
Sabbro LLC January 2006 - September 2007
Morgan Stanley July 2003 - April 2004
Skills
Forecasting, Variance Analysis, Cash Flow, Capex, Balance Sheet, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Due Diligence, Managerial Finance, Accounting, Strategic Financial..., Mergers, Internal Controls, Valuation, Budgets, Sarbanes-Oxley Act, Financial Accounting, Project Finance, Finance, Strategy, Strategic Planning, Analysis, Management, Procurement, Leadership, Risk Management, Contract Negotiation, Cost Accounting, Project Accounting, Cash Management, Cash Flow Forecasting, US GAAP, Financial Forecasting, GAAP, Revenue Recognition, Capital Budgeting, Auditing, Financial Audits, Hyperion Enterprise, Cost Benefit, General Ledger, Financial Planning, Mergers
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA)
University of Colorado at Denver 2000 — 2004
B.S, Financial Management
Eric Fallon, CRPC® Eric Fallon, CRPC®'s Oppenheimer Funds Experience July 1998 - December 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Oppenheimer Funds July 1998 - December 2013
Chase/Vista Funds January 1992 - June 1998
Education
Springfield College 1979 — 1983
Bachelor of Science
Newton North High School 1975 — 1978
Ameriprise Financial Services, Inc. April 2014 - Present
Oppenheimer Funds July 1998 - December 2013
Chase/Vista Funds January 1992 - June 1998
Education
Springfield College 1979 — 1983
Bachelor of Science
Newton North High School 1975 — 1978
Adelina Garcia-Murphy's Oppenheimer Funds Experience April 2013 - March 2015
Job Executive Assistant at STARTEK
Industry Executive Office
Experience
STARTEK March 2015 - Present
Oppenheimer Funds April 2013 - March 2015
D2R Solutions, LLC July 2012 - April 2013
CIBER, Inc. 2010 - 2011
Under Armour November 2009 - November 2010
Avant Garde Technology Systems, Inc. October 2007 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Executive Calendar..., Board of Directors..., Expense Report..., Keyboard Skills, PeopleSoft, FINRA, SAMI, Salesforce.com, Dealer Master by..., Coordinating Events, Multi Tasking, Travel Planning, Budget, Meeting Planning for..., Organizational..., Budgets, Expense Management
Education
Arapahoe Community College 2015 — 2018
Currently attending
Barnes Business College 1988 — 1989
Administrative Technolody
STARTEK March 2015 - Present
Oppenheimer Funds April 2013 - March 2015
D2R Solutions, LLC July 2012 - April 2013
CIBER, Inc. 2010 - 2011
Under Armour November 2009 - November 2010
Avant Garde Technology Systems, Inc. October 2007 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Executive Calendar..., Board of Directors..., Expense Report..., Keyboard Skills, PeopleSoft, FINRA, SAMI, Salesforce.com, Dealer Master by..., Coordinating Events, Multi Tasking, Travel Planning, Budget, Meeting Planning for..., Organizational..., Budgets, Expense Management
Education
Arapahoe Community College 2015 — 2018
Currently attending
Barnes Business College 1988 — 1989
Administrative Technolody
Sam Khan, MBA, Series 7's Oppenheimer Funds Experience January 2015 - July 2015
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Elite Nutrition July 2013 - Present
Oppenheimer Funds January 2015 - July 2015
Skills
Salesforce.com, Sales, Management, CRM, Customer Satisfaction, Customer Service, Marketing, Microsoft Excel, Product Management, Training, Leadership, Forecasting, Account Management, Business Development, Team Building, Project Management, Vendor Management, Team Management, Team Leadership, Outsourcing, Data Analysis, Business Analysis, Analysis, Negotiation, Operations Management, VSP, VTSP, Series 6
Education
Regis University 2011 — 2013
Masters, Business Administration
University of Colorado at Boulder 2006 — 2011
Bachelors of Arts, Political Science
Fidelity Investments July 2015 - Present
Elite Nutrition July 2013 - Present
Oppenheimer Funds January 2015 - July 2015
Skills
Salesforce.com, Sales, Management, CRM, Customer Satisfaction, Customer Service, Marketing, Microsoft Excel, Product Management, Training, Leadership, Forecasting, Account Management, Business Development, Team Building, Project Management, Vendor Management, Team Management, Team Leadership, Outsourcing, Data Analysis, Business Analysis, Analysis, Negotiation, Operations Management, VSP, VTSP, Series 6
Education
Regis University 2011 — 2013
Masters, Business Administration
University of Colorado at Boulder 2006 — 2011
Bachelors of Arts, Political Science
Brandon Gossett Brandon Gossett's Oppenheimer Funds Experience October 2007 - August 2010
Job National Operations Officer / Real Estate Broker
Industry Real Estate
Experience
Redefy Real Estate February 2013 - Present
Flip Supply Cabinet & Granite September 2014 - Present
OppenheimerFunds October 2011 - March 2013
OppenheimerFunds February 2011 - October 2011
OppenheimerFunds May 2009 - January 2011
Oppenheimer Funds October 2007 - August 2010
OppenheimerFunds October 2007 - May 2009
Rocky Mountain Golf Academy June 2006 - August 2006
Bold Living Society June 2001 - August 2006
Skills
CFA Level One, CFA Level Two Candidate, Series 6, Real Estate, E-commerce, Management
Education
Colorado Christian University 2005 — 2007
International Studies, International Studies, Economics
Redefy Real Estate February 2013 - Present
Flip Supply Cabinet & Granite September 2014 - Present
OppenheimerFunds October 2011 - March 2013
OppenheimerFunds February 2011 - October 2011
OppenheimerFunds May 2009 - January 2011
Oppenheimer Funds October 2007 - August 2010
OppenheimerFunds October 2007 - May 2009
Rocky Mountain Golf Academy June 2006 - August 2006
Bold Living Society June 2001 - August 2006
Skills
CFA Level One, CFA Level Two Candidate, Series 6, Real Estate, E-commerce, Management
Education
Colorado Christian University 2005 — 2007
International Studies, International Studies, Economics
Heather Roszczewski Heather Roszczewski's Oppenheimer Funds Experience March 2007 - June 2007
Job Senior Accountant at Catholic Health Initiatives
Industry Health, Wellness and Fitness
Experience
Catholic Health Initiatives April 2014 - Present
First Data Corporation August 2010 - March 2014
Oppenheimer Funds March 2007 - June 2007
Abercrombie and Fitch August 2004 - February 2007
Skills
Accounting, Financial Reporting, Financial Accounting, Variance Analysis, Account Reconciliation, Consolidated Financial..., Consolidation, Finance, General Ledger, Bank Reconciliation, Financial Statements, Journal Entries
Education
Regis University 2008 — 2011
Master of Science (MS), Accounting
Colorado State University 2000 — 2004
Bachelor of Arts (BA), Performing Arts, Dance
Catholic Health Initiatives April 2014 - Present
First Data Corporation August 2010 - March 2014
Oppenheimer Funds March 2007 - June 2007
Abercrombie and Fitch August 2004 - February 2007
Skills
Accounting, Financial Reporting, Financial Accounting, Variance Analysis, Account Reconciliation, Consolidated Financial..., Consolidation, Finance, General Ledger, Bank Reconciliation, Financial Statements, Journal Entries
Education
Regis University 2008 — 2011
Master of Science (MS), Accounting
Colorado State University 2000 — 2004
Bachelor of Arts (BA), Performing Arts, Dance
Christina Owen Christina Owen's Oppenheimer Funds Experience March 2012 - October 2014
Job Sales Trainer at Oppenheimer Funds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
Oppenheimer Funds March 2012 - October 2014
American Funds 2010 - 2012
Edward Jones 2007 - 2010
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Valuation, Microsoft Office, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Managment, Securities, Wealth Management, Investment Strategies, Series 24, Sales Trainings, Series 63
Education
University of Colorado at Colorado Springs 2002 — 2007
Bachelor of Arts (B.A.), Economics
OppenheimerFunds October 2014 - Present
Oppenheimer Funds March 2012 - October 2014
American Funds 2010 - 2012
Edward Jones 2007 - 2010
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Valuation, Microsoft Office, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Managment, Securities, Wealth Management, Investment Strategies, Series 24, Sales Trainings, Series 63
Education
University of Colorado at Colorado Springs 2002 — 2007
Bachelor of Arts (B.A.), Economics
Kelsey Weiss's Oppenheimer Funds Experience September 2015 - Present
Job Assistant Vice President, Senior Human Resources Analyst at Bessemer Trust
Industry Human Resources
Experience
Oppenheimer Funds September 2015 - Present
Bessemer Trust January 2015 - September 2015
Bessemer Trust January 2014 - December 2014
Bessemer Trust June 2012 - December 2013
Skidmore College August 2009 - May 2012
Braathe Enterprises September 2011 - March 2012
Bessemer Trust June 2011 - August 2011
Skidmore College September 2008 - December 2010
Skills
Research, Writing, Marketing Strategy, English, SPSS, Blogging, Social Media, Social Media Marketing, Wordpress, Facebook, Event Planning, Training, Human Resources, Talent Management, Organizational..., Interviews, Data Analysis
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Information and Knowledge Strategy
Cornell University ILR School 2013 — 2014
Human Resources Management Certificate, Human Resources Management and Services
Skidmore College 2008 — 2012
Business, French; English; Studio Art
Northern Highlands Regional High School 2004 — 2008
High School Diploma
Oppenheimer Funds September 2015 - Present
Bessemer Trust January 2015 - September 2015
Bessemer Trust January 2014 - December 2014
Bessemer Trust June 2012 - December 2013
Skidmore College August 2009 - May 2012
Braathe Enterprises September 2011 - March 2012
Bessemer Trust June 2011 - August 2011
Skidmore College September 2008 - December 2010
Skills
Research, Writing, Marketing Strategy, English, SPSS, Blogging, Social Media, Social Media Marketing, Wordpress, Facebook, Event Planning, Training, Human Resources, Talent Management, Organizational..., Interviews, Data Analysis
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Information and Knowledge Strategy
Cornell University ILR School 2013 — 2014
Human Resources Management Certificate, Human Resources Management and Services
Skidmore College 2008 — 2012
Business, French; English; Studio Art
Northern Highlands Regional High School 2004 — 2008
High School Diploma
Scott Brooks, CFA Scott Brooks, CFA's Oppenheimer Funds Experience 1989 - 2006
Job Managing Director at SEI Investments
Industry Investment Management
Experience
Brooks Asset Management Consulting January 2015 - Present
SEI 2013 - 2014
Deutsche Asset Management - RREEF Real Estate 2011 - 2013
Deutsche Asset Management - DWS Investments 2010 - 2011
JPMorgan Funds Management 2007 - 2009
Managers Investment Group 2006 - 2007
OppenheimerFunds 1989 - 2006
Oppenheimer Funds 1989 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Asset Allocation, Real Estate Private..., FINRA, Asset Managment, Series 7, Sales, Retirement, Separately Managed..., Series 63, Retirement Planning, Relationship Management, Hedge Funds, Securities, Private Equity, Investment Management, Portfolio Management, Wealth Management, Defined Benefit, Financial Services, Fixed Annuities, Equities, Defined Contribution, Investment Strategies, Institutional...
Education
Cornell University 1984 — 1989
BA, Economics
Northern Highlands Regional High School 1980 — 1984
High School
Brooks Asset Management Consulting January 2015 - Present
SEI 2013 - 2014
Deutsche Asset Management - RREEF Real Estate 2011 - 2013
Deutsche Asset Management - DWS Investments 2010 - 2011
JPMorgan Funds Management 2007 - 2009
Managers Investment Group 2006 - 2007
OppenheimerFunds 1989 - 2006
Oppenheimer Funds 1989 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Asset Allocation, Real Estate Private..., FINRA, Asset Managment, Series 7, Sales, Retirement, Separately Managed..., Series 63, Retirement Planning, Relationship Management, Hedge Funds, Securities, Private Equity, Investment Management, Portfolio Management, Wealth Management, Defined Benefit, Financial Services, Fixed Annuities, Equities, Defined Contribution, Investment Strategies, Institutional...
Education
Cornell University 1984 — 1989
BA, Economics
Northern Highlands Regional High School 1980 — 1984
High School
Andy Birkel Andy Birkel's Oppenheimer Funds Experience October 2008 - June 2010
Job Group Sales Rep at Ameritas
Industry Insurance
Experience
Ameritas June 2010 - Present
Oppenheimer Funds October 2008 - June 2010
Skills
Insurance, Sales, Employee Benefits, Business Development, Account Management, Customer Service, Selling, Health Insurance, Brokers, Cold Calling, Disability Insurance
Education
University of Northern Colorado 2005 — 2007
Business, General Business
University of Nebraska-Lincoln 2003 — 2005
Pre-Business, Pre-Business
Ameritas June 2010 - Present
Oppenheimer Funds October 2008 - June 2010
Skills
Insurance, Sales, Employee Benefits, Business Development, Account Management, Customer Service, Selling, Health Insurance, Brokers, Cold Calling, Disability Insurance
Education
University of Northern Colorado 2005 — 2007
Business, General Business
University of Nebraska-Lincoln 2003 — 2005
Pre-Business, Pre-Business
Bill Friebel Bill Friebel's Oppenheimer Funds Experience May 2006 - Present
Job Vice President at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds May 2006 - Present
Evergreen Investments 2003 - 2006
John Hancock 2001 - 2003
Skills
Mutual Funds, Separately Managed..., Series 7, Series 63, 401k, Investment Products, Public Speaking, Consultative Selling, IRA's
Education
Fontbonne University 1989 — 1993
Oppenheimer Funds May 2006 - Present
Evergreen Investments 2003 - 2006
John Hancock 2001 - 2003
Skills
Mutual Funds, Separately Managed..., Series 7, Series 63, 401k, Investment Products, Public Speaking, Consultative Selling, IRA's
Education
Fontbonne University 1989 — 1993
Luke Bagaason, CFA Luke Bagaason, CFA's Oppenheimer Funds Experience June 2011 - January 2012
Job Investment Analyst at Foresite Capital Management
Industry Financial Services
Experience
Foresite Capital Management April 2014 - Present
Logan Street Capital Management August 2012 - April 2014
SCP CAPITAL ADVISORS September 2011 - August 2012
OPPENHEIMER FUNDS June 2011 - January 2012
TDAmeritrade Trust Co. June 2008 - February 2011
JPMorgan Chase 2007 - 2008
Skills
Valuation, Financial Reporting, Forecasting, Bloomberg Terminal, Equities
Education
University of Denver - Daniels College of Business 2010 — 2012
Masters, Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2007
B.S., Finance
Foresite Capital Management April 2014 - Present
Logan Street Capital Management August 2012 - April 2014
SCP CAPITAL ADVISORS September 2011 - August 2012
OPPENHEIMER FUNDS June 2011 - January 2012
TDAmeritrade Trust Co. June 2008 - February 2011
JPMorgan Chase 2007 - 2008
Skills
Valuation, Financial Reporting, Forecasting, Bloomberg Terminal, Equities
Education
University of Denver - Daniels College of Business 2010 — 2012
Masters, Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2007
B.S., Finance
Tomoko Kotaka Tomoko Kotaka's Oppenheimer Funds Experience March 1998 - April 1999
Job Member Manager and Registered Agent at Perfect Purchase LLC
Industry Investment Management
Experience
Perfect Purchase LLC May 2015 - Present
Janus Capital Group April 2005 - April 2015
The Foundation October 2012 - June 2013
Janus Capital Group August 2002 - April 2005
Janus Capital Group April 1999 - August 2002
Oppenheimer Funds March 1998 - April 1999
Passport Music Distribution August 1996 - June 1997
EMI Music September 1992 - May 1996
Skills
Macroeconomics, Investments, Equities, Editing, Mutual Funds, Economics, Corporate Finance, Sales, Strategic Financial..., Leadership, Investment Management, Financial Services, Entrepreneurship, Management, Marketing, Social Media, Advertising, Start-ups, Project Management, SaaS, Asset Management
Education
The Ohio State University
BA
University of Denver - Daniels College of Business
Perfect Purchase LLC May 2015 - Present
Janus Capital Group April 2005 - April 2015
The Foundation October 2012 - June 2013
Janus Capital Group August 2002 - April 2005
Janus Capital Group April 1999 - August 2002
Oppenheimer Funds March 1998 - April 1999
Passport Music Distribution August 1996 - June 1997
EMI Music September 1992 - May 1996
Skills
Macroeconomics, Investments, Equities, Editing, Mutual Funds, Economics, Corporate Finance, Sales, Strategic Financial..., Leadership, Investment Management, Financial Services, Entrepreneurship, Management, Marketing, Social Media, Advertising, Start-ups, Project Management, SaaS, Asset Management
Education
The Ohio State University
BA
University of Denver - Daniels College of Business
Jeff Klainberg's Oppenheimer Funds Experience February 2014 - Present
Job Vice President, Head of Digital Experience @ Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds February 2014 - Present
Yallos Inc. February 2013 - June 2014
American Express August 2011 - February 2013
American Express February 2010 - August 2011
American Express February 2008 - February 2010
American Express April 2006 - February 2008
J. Walter Thompson February 1997 - April 2006
Skills
Interactive Marketing, Web Project Management, Strategy Development, Product Development, Social Media, Mobile Applications, Public Relations, Internal Communications, Knowledge Management, Online Marketing, Corporate Communications, Brand Development, Employer Branding, Customer Acquisition, Loyalty Marketing, Digital Marketing, Agile Project Management, International Project..., Research Project..., Online Advertising, Strategy, Digital Strategy, Mobile Devices, Product Marketing, Web Analytics, SEM, Project Management, Business Strategy, Management, Leadership, Advertising, Customer Experience, Analytics, Marketing Strategy, Segmentation, Integrated Marketing, Product Management, Strategic Partnerships, E-commerce, Direct Marketing, Competitive Analysis, Mobile Marketing, CRM, Multi-channel Marketing, Email Marketing, P&L Management, B2B Marketing, B2B, Marketing Management, Lead Generation
Education
Columbia Business School 2012 — 2013
Master of Business Administration (M.B.A.)
State University of New York at Binghamton
Bachelor of Arts, English, Philosophy, Medieval Studies
Oppenheimer Funds February 2014 - Present
Yallos Inc. February 2013 - June 2014
American Express August 2011 - February 2013
American Express February 2010 - August 2011
American Express February 2008 - February 2010
American Express April 2006 - February 2008
J. Walter Thompson February 1997 - April 2006
Skills
Interactive Marketing, Web Project Management, Strategy Development, Product Development, Social Media, Mobile Applications, Public Relations, Internal Communications, Knowledge Management, Online Marketing, Corporate Communications, Brand Development, Employer Branding, Customer Acquisition, Loyalty Marketing, Digital Marketing, Agile Project Management, International Project..., Research Project..., Online Advertising, Strategy, Digital Strategy, Mobile Devices, Product Marketing, Web Analytics, SEM, Project Management, Business Strategy, Management, Leadership, Advertising, Customer Experience, Analytics, Marketing Strategy, Segmentation, Integrated Marketing, Product Management, Strategic Partnerships, E-commerce, Direct Marketing, Competitive Analysis, Mobile Marketing, CRM, Multi-channel Marketing, Email Marketing, P&L Management, B2B Marketing, B2B, Marketing Management, Lead Generation
Education
Columbia Business School 2012 — 2013
Master of Business Administration (M.B.A.)
State University of New York at Binghamton
Bachelor of Arts, English, Philosophy, Medieval Studies
Michael Vasiliou's Oppenheimer Funds Experience 2005 - 2006
Job Systems Engineer at Perella Weinberg Partners
Industry Information Technology and Services
Experience
Perella Weinberg Partners July 2010 - Present
Exenet, LLC November 2007 - March 2010
EzeCastle Intergration March 2006 - November 2007
Oppenheimer Funds 2005 - 2006
Houlihan Lokey Howard 2001 - 2005
Clinical Diagnostic Services 1997 - 2001
Skills
VCP, MCSE, VMware ESX, Virtualization, Windows Server, Active Directory, VMware View, Microsoft Exchange, Symantec Enterprise...
Education
Touro College 2002 — 2007
Bachelors, Information Technology Management
Briarcliffe College 1995 — 1997
Perella Weinberg Partners July 2010 - Present
Exenet, LLC November 2007 - March 2010
EzeCastle Intergration March 2006 - November 2007
Oppenheimer Funds 2005 - 2006
Houlihan Lokey Howard 2001 - 2005
Clinical Diagnostic Services 1997 - 2001
Skills
VCP, MCSE, VMware ESX, Virtualization, Windows Server, Active Directory, VMware View, Microsoft Exchange, Symantec Enterprise...
Education
Touro College 2002 — 2007
Bachelors, Information Technology Management
Briarcliffe College 1995 — 1997
Doug Huffman's Oppenheimer Funds Experience June 2006 - Present
Job Assistant Vice President Software Delivery
Industry Computer Software
Experience
Oppenheimerfunds, Inc 2008 - Present
Oppenheimer Funds June 2006 - Present
Jeppesen 2005 - 2007
Jeppesen 2005 - 2007
INVESCO Funds Group 1997 - 2004
INVESCO 1997 - 2004
Skills
Requirements Analysis, Vendor Management, SDLC, Software Development, Process Improvement, Agile Methodologies, Business Analysis, Quality Assurance, Agile Project Management, Mutual Funds, PMP, Leadership, Software Project..., SharePoint, Business Intelligence, Series 7, Relationship Management, Requirements Gathering, Risk Management, Visio
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Oppenheimerfunds, Inc 2008 - Present
Oppenheimer Funds June 2006 - Present
Jeppesen 2005 - 2007
Jeppesen 2005 - 2007
INVESCO Funds Group 1997 - 2004
INVESCO 1997 - 2004
Skills
Requirements Analysis, Vendor Management, SDLC, Software Development, Process Improvement, Agile Methodologies, Business Analysis, Quality Assurance, Agile Project Management, Mutual Funds, PMP, Leadership, Software Project..., SharePoint, Business Intelligence, Series 7, Relationship Management, Requirements Gathering, Risk Management, Visio
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Jason Lipman's Oppenheimer Funds Experience February 2008 - September 2010
Job Senior Programmer Analyst at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman September 2010 - Present
Oppenheimer Funds February 2008 - September 2010
HealthTrans LLC March 2005 - February 2008
IBS 2005 - 2005
NTS, Inc, February 2002 - February 2004
American Express 2004 - 2004
JBCharles Consulting 2004 - 2004
GlobalSourceIT, Inc. 2004 - 2004
Sybase 2000 - 2002
Great West Life 1997 - 2000
Skills
Unix, Microsoft SQL Server, PL/SQL, Oracle HR, SDLC, Programming, Databases, Testing, Perl, Software Documentation, SQL, PowerBuilder, Requirements Analysis, Sybase, Data Warehousing, Visio, Enterprise Software, ETL, Process Improvement, Software Development, Business Intelligence, Shell Scripting, Database Design, Oracle, Analysis, Agile Methodologies, Software Project..., T-SQL, Data Modeling, Requirements Gathering, Integration, Business Analysis, Unix Shell Scripting, SharePoint, Systems Analysis, SOA, Data Migration, Subversion
Education
Liberty University 2010 — 2010
Theological Studies, Christian Theology
Colorado Christian University 1994 — 1996
Organizational Management, Christian Leadership
Villa Park High School 1979 — 1982
Brown Brothers Harriman September 2010 - Present
Oppenheimer Funds February 2008 - September 2010
HealthTrans LLC March 2005 - February 2008
IBS 2005 - 2005
NTS, Inc, February 2002 - February 2004
American Express 2004 - 2004
JBCharles Consulting 2004 - 2004
GlobalSourceIT, Inc. 2004 - 2004
Sybase 2000 - 2002
Great West Life 1997 - 2000
Skills
Unix, Microsoft SQL Server, PL/SQL, Oracle HR, SDLC, Programming, Databases, Testing, Perl, Software Documentation, SQL, PowerBuilder, Requirements Analysis, Sybase, Data Warehousing, Visio, Enterprise Software, ETL, Process Improvement, Software Development, Business Intelligence, Shell Scripting, Database Design, Oracle, Analysis, Agile Methodologies, Software Project..., T-SQL, Data Modeling, Requirements Gathering, Integration, Business Analysis, Unix Shell Scripting, SharePoint, Systems Analysis, SOA, Data Migration, Subversion
Education
Liberty University 2010 — 2010
Theological Studies, Christian Theology
Colorado Christian University 1994 — 1996
Organizational Management, Christian Leadership
Villa Park High School 1979 — 1982
Jegan P Rajeswaran's Oppenheimer Funds Experience 2014 - Present
Job Senior Compliance Specialist at Oppenhimer Funds
Industry Financial Services
Experience
Oppenheimer Funds 2014 - Present
Cohen & Steers Capital Management 2012 - 2014
JP Morgan Asset Management 2006 - 2012
Skills
Fixed Income, Investment Banking, Securities, Portfolio Management, Financial Modeling, Investments, Valuation, Mutual Funds, Investment Management, Asset Management, Risk Management
Education
Investment Banking Institute 2006 — 2006
University of Michigan 1999 — 2004
Bachelor of Arts, Economics Minored in American History
Millburn High School
Oppenheimer Funds 2014 - Present
Cohen & Steers Capital Management 2012 - 2014
JP Morgan Asset Management 2006 - 2012
Skills
Fixed Income, Investment Banking, Securities, Portfolio Management, Financial Modeling, Investments, Valuation, Mutual Funds, Investment Management, Asset Management, Risk Management
Education
Investment Banking Institute 2006 — 2006
University of Michigan 1999 — 2004
Bachelor of Arts, Economics Minored in American History
Millburn High School
Pat Semans's Oppenheimer Funds Experience 2007 - 2013
Job Software Quality Assurance
Industry Information Technology and Services
Experience
Oppenheimer Funds 2007 - 2013
Great West Life 2006 - 2007
HealthTrans 2001 - 2006
JD Edwards 1997 - 2001
Astea International 1995 - 1996
Reynolds + Reynolds 1992 - 1995
Skills
Quality Assurance, SDLC, Quality Center, Software Quality..., Test Planning, Agile Methodologies, QTP, User Acceptance Testing, Test Automation, Requirements Analysis, Test Cases, Test Management
Education
DeVry University Phoenix
Computer Science
Oppenheimer Funds 2007 - 2013
Great West Life 2006 - 2007
HealthTrans 2001 - 2006
JD Edwards 1997 - 2001
Astea International 1995 - 1996
Reynolds + Reynolds 1992 - 1995
Skills
Quality Assurance, SDLC, Quality Center, Software Quality..., Test Planning, Agile Methodologies, QTP, User Acceptance Testing, Test Automation, Requirements Analysis, Test Cases, Test Management
Education
DeVry University Phoenix
Computer Science
Lisa Ainsworth's Oppenheimer Funds Experience 1997 - 1999
Job Senior Associate at Creative Synergy Concepts
Industry Financial Services
Experience
Creative Synergy Concepts October 2011 - Present
Raymond H Riley Associates February 2007 - October 2011
Jackson National Life 2000 - 2006
Jackson National 2000 - 2006
OppenheimerFunds 1997 - 1999
Oppenheimer Funds 1997 - 1999
Education
Colorado State University 1993 — 1997
BS, Consumer Science
Creative Synergy Concepts October 2011 - Present
Raymond H Riley Associates February 2007 - October 2011
Jackson National Life 2000 - 2006
Jackson National 2000 - 2006
OppenheimerFunds 1997 - 1999
Oppenheimer Funds 1997 - 1999
Education
Colorado State University 1993 — 1997
BS, Consumer Science
Todd Statton's Oppenheimer Funds Experience July 2011 - Present
Job Internal Wholesaler at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds July 2011 - Present
LPL October 2008 - July 2011
AXA Advisors July 2007 - October 2008
Enterprise Mutual Funds August 2004 - August 2007
Education
Appalachian State University 1996 — 2000
Economics, BSBA
Oppenheimer Funds July 2011 - Present
LPL October 2008 - July 2011
AXA Advisors July 2007 - October 2008
Enterprise Mutual Funds August 2004 - August 2007
Education
Appalachian State University 1996 — 2000
Economics, BSBA
Eric Conry's Oppenheimer Funds Experience March 2015 - Present
Job Regional Advisor Consultant at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds March 2015 - Present
Transamerica May 2012 - March 2015
JPMorganChase March 2007 - May 2012
Skills
Series 6, Series 7, Series 63, Mutual Funds, Retirement, Series 65, Retirement Planning, Investments, 401k, Variable Annuities, Asset Allocation, Securities, Fixed Annuities, Fixed Income, Financial Advisory, Portfolio Management, Equities, IRAs, FINRA, Alternative Investments, Life Insurance, Investment Strategies, Financial Services, Strategic Financial...
Education
Colorado State University 1997 — 2001
Bachelor of Arts (B.A.), Technical Journalism
Oppenheimer Funds March 2015 - Present
Transamerica May 2012 - March 2015
JPMorganChase March 2007 - May 2012
Skills
Series 6, Series 7, Series 63, Mutual Funds, Retirement, Series 65, Retirement Planning, Investments, 401k, Variable Annuities, Asset Allocation, Securities, Fixed Annuities, Fixed Income, Financial Advisory, Portfolio Management, Equities, IRAs, FINRA, Alternative Investments, Life Insurance, Investment Strategies, Financial Services, Strategic Financial...
Education
Colorado State University 1997 — 2001
Bachelor of Arts (B.A.), Technical Journalism
Olivia Soliman, MBA's Oppenheimer Funds Experience May 2007 - October 2008
Job Sr. Sales & Use Tax Analyst at Baker Hughes, Inc.
Industry Accounting
Experience
Baker Hughes April 2014 - Present
Broussard Partners & Associates March 2012 - April 2014
State of Colorado Department of Revenue October 2008 - March 2012
Oppenheimer Funds May 2007 - October 2008
Skills
Tax, Auditing, Accounting, Corporate Tax, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Data Entry, Data Analysis, Income Tax, Tax Law, Tax Research, Sales Tax, Fixed Assets, Analysis, Financial Analysis, Internal Controls, Account Reconciliation, General Ledger, Customer Service
Education
University of Colorado at Denver 2008 — 2011
Master's, MBA
University of Colorado at Denver 2003 — 2007
Bachelor of Science in Business Administration, Accounting & Finance
Baker Hughes April 2014 - Present
Broussard Partners & Associates March 2012 - April 2014
State of Colorado Department of Revenue October 2008 - March 2012
Oppenheimer Funds May 2007 - October 2008
Skills
Tax, Auditing, Accounting, Corporate Tax, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Data Entry, Data Analysis, Income Tax, Tax Law, Tax Research, Sales Tax, Fixed Assets, Analysis, Financial Analysis, Internal Controls, Account Reconciliation, General Ledger, Customer Service
Education
University of Colorado at Denver 2008 — 2011
Master's, MBA
University of Colorado at Denver 2003 — 2007
Bachelor of Science in Business Administration, Accounting & Finance
Kevin Melarkey's Oppenheimer Funds Experience June 2013 - October 2013
Job Marketing & Event Production Professional
Industry Marketing and Advertising
Experience
Freelance October 2014 - April 2015
UBS Global Asset Management July 2014 - September 2014
American International Group January 2014 - March 2014
Oppenheimer Funds June 2013 - October 2013
Prudential Financial September 2011 - April 2012
Freelance January 2011 - August 2011
Pershing June 2010 - December 2010
Freelance November 2008 - May 2010
Lehman Brothers September 2005 - October 2008
C2 Creative January 2002 - May 2004
Skills
Marketing Strategy, Event Execution, eCommunications, B2B Marketing, Digital Marketing, Mobile Marketing, Mobile Applications, Financial Markets, Multi-channel Marketing, Business Events, Digital Media, Email Marketing, Digital Strategy, Social Media Marketing, Integrated Marketing, Management, Event Planning, Business, Online Advertising, Marketing Communications, SEO, Marketing, Online Marketing, Advertising, Strategy, Direct Marketing, Strategic Partnerships, Lead Generation, Analytics, E-commerce, CRM, Business Development, Interactive Marketing, Corporate Communications, Brand Development, Web Analytics, Competitive Analysis, Marketing Management
Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society
Université de Toulouse-le-Mirail (Toulouse II)
French
US Navy
USS Inchon (LPH-12), R-Division Damage Control, E-5
Freelance October 2014 - April 2015
UBS Global Asset Management July 2014 - September 2014
American International Group January 2014 - March 2014
Oppenheimer Funds June 2013 - October 2013
Prudential Financial September 2011 - April 2012
Freelance January 2011 - August 2011
Pershing June 2010 - December 2010
Freelance November 2008 - May 2010
Lehman Brothers September 2005 - October 2008
C2 Creative January 2002 - May 2004
Skills
Marketing Strategy, Event Execution, eCommunications, B2B Marketing, Digital Marketing, Mobile Marketing, Mobile Applications, Financial Markets, Multi-channel Marketing, Business Events, Digital Media, Email Marketing, Digital Strategy, Social Media Marketing, Integrated Marketing, Management, Event Planning, Business, Online Advertising, Marketing Communications, SEO, Marketing, Online Marketing, Advertising, Strategy, Direct Marketing, Strategic Partnerships, Lead Generation, Analytics, E-commerce, CRM, Business Development, Interactive Marketing, Corporate Communications, Brand Development, Web Analytics, Competitive Analysis, Marketing Management
Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society
Université de Toulouse-le-Mirail (Toulouse II)
French
US Navy
USS Inchon (LPH-12), R-Division Damage Control, E-5
Katrina Evans's Oppenheimer Funds Experience May 2005 - September 2010
Job Financial Reporting Manager at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group December 2013 - Present
Brown Brothers Harriman September 2010 - December 2013
Oppenheimer Funds May 2005 - September 2010
Invesco Aim 1995 - 2003
Skills
Fund Accounting, Mutual Funds
Education
National American University 1996 — 1998
Janus Capital Group December 2013 - Present
Brown Brothers Harriman September 2010 - December 2013
Oppenheimer Funds May 2005 - September 2010
Invesco Aim 1995 - 2003
Skills
Fund Accounting, Mutual Funds
Education
National American University 1996 — 1998
Thomas Keagy's Oppenheimer Funds Experience 2007 - Present
Job Client Relations at Fiserv ISS
Industry Financial Services
Experience
Fiserv ISS March 2007 - Present
Oppenheimer funds 2007 - Present
fiserv fortune 500 2007 - 2007
Community National Bank December 2002 - November 2006
lincoln trust 1997 - 2002
Education
Arapahoe Community College 1996 — 1997
General Education
Fiserv ISS March 2007 - Present
Oppenheimer funds 2007 - Present
fiserv fortune 500 2007 - 2007
Community National Bank December 2002 - November 2006
lincoln trust 1997 - 2002
Education
Arapahoe Community College 1996 — 1997
General Education
Albert Friedland's Oppenheimer Funds Experience
Job Sr. Programmer Analyst at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds
Education
Baruch College, City University of New York (CUNY)
Oppenheimer Funds
Education
Baruch College, City University of New York (CUNY)
ALBERT YAKHNIN's Oppenheimer Funds Experience 1999 - Present
Job sr.qa analyst at oppenhemerfunds
Industry Investment Management
Experience
oppenhemerfunds Sr QA AnalystOppenheimerFunds2009 - Present
Oppenheimer Funds 1999 - Present
Education
Nizhniy Novgorod State Technical University named after R.Y. Alekseev (NSTU) 1983 — 1988
oppenhemerfunds Sr QA AnalystOppenheimerFunds2009 - Present
Oppenheimer Funds 1999 - Present
Education
Nizhniy Novgorod State Technical University named after R.Y. Alekseev (NSTU) 1983 — 1988
Kathleen Marino's Oppenheimer Funds Experience September 2005 - February 2015
Job Data Warehousing at Square Two Financial
Industry Financial Services
Experience
Square Two Financial March 2015 - Present
Oppenheimer Funds September 2005 - February 2015
Oppenheimerfunds 2005 - February 2015
Janus Capital Group 2005 - 2005
INVESCO 1997 - 2003
Skills
Business Analysis, Team Leadership, IT Strategy, Databases, SDLC, SQL
Education
Adams State University 1987 — 1992
BS, Math
Heritage High School
Square Two Financial March 2015 - Present
Oppenheimer Funds September 2005 - February 2015
Oppenheimerfunds 2005 - February 2015
Janus Capital Group 2005 - 2005
INVESCO 1997 - 2003
Skills
Business Analysis, Team Leadership, IT Strategy, Databases, SDLC, SQL
Education
Adams State University 1987 — 1992
BS, Math
Heritage High School
Patrick McNulty, CFA's Oppenheimer Funds Experience August 2007 - April 2008
Job Director of Finance and Operations at Emdeon
Industry Financial Services
Experience
Emdeon January 2015 - Present
Emdeon December 2013 - Present
Emdeon April 2013 - December 2013
Petra Capital Partners October 2012 - April 2013
Iroquois Capital Group April 2012 - September 2012
HCA February 2012 - May 2012
OppenheimerFunds, Inc April 2007 - May 2011
Oppenheimer Funds August 2007 - April 2008
AMR Capital Trading 2004 - 2007
Skills
Investment Banking, Trading, Operations Management, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital IQ, Bloomberg, Equities, Derivatives, Fixed Income, Mutual Funds, Quantitative Analytics, Asset Allocation, Investment Advisory, Investment Strategies, Due Diligence
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Accounting and Strategy
Indiana University Bloomington 1999 — 2004
BA, Economics
Emdeon January 2015 - Present
Emdeon December 2013 - Present
Emdeon April 2013 - December 2013
Petra Capital Partners October 2012 - April 2013
Iroquois Capital Group April 2012 - September 2012
HCA February 2012 - May 2012
OppenheimerFunds, Inc April 2007 - May 2011
Oppenheimer Funds August 2007 - April 2008
AMR Capital Trading 2004 - 2007
Skills
Investment Banking, Trading, Operations Management, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital IQ, Bloomberg, Equities, Derivatives, Fixed Income, Mutual Funds, Quantitative Analytics, Asset Allocation, Investment Advisory, Investment Strategies, Due Diligence
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Accounting and Strategy
Indiana University Bloomington 1999 — 2004
BA, Economics
Emily Boyes's Oppenheimer Funds Experience November 2006 - Present
Job Product Specialist at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds November 2006 - Present
OppenheimerFunds November 2006 - May 2008
Education
The George Washington University
Oppenheimer Funds November 2006 - Present
OppenheimerFunds November 2006 - May 2008
Education
The George Washington University
Lynne & Bobby Hight's Oppenheimer Funds Experience April 2006 - Present
Job Service Representative at Oppenheimer Funds
Industry Consumer Services
Experience
Oppenheimer Funds April 2006 - Present
Education
Northeastern University 1983 — 1985
Oppenheimer Funds April 2006 - Present
Education
Northeastern University 1983 — 1985
Ian Horowitz, CFA's Oppenheimer Funds Experience 1999 - 2001
Job Managing Partner at ICH Remediation Holdings LLC
Industry Investment Banking
Experience
ICH Remediation Holdings LLC December 2012 - Present
Topeka Capital Markets, Inc October 2011 - November 2012
Rafferty Capital Markets 2009 - 2011
Soleil Securities 2005 - 2009
First Investors Corporation 2004 - 2005
NorAm Biofuel, Inc. 2004 - 2005
Hintz, Holman, Robillard 2001 - 2003
oppenheimer funds 1999 - 2001
Berger Funds 1997 - 1998
Founders Asset Management 1996 - 1998
Skills
Equity Research, Equities, Investments, Portfolio Management, Capital Markets, Asset Management, Financial Modeling, Commodity, Finance, Valuation, Market Analysis, Agriculture, Series 7, Agribusiness, Corporate Finance, Mutual Funds, Capital Structure, Start-ups, Options, Portfolio Optimization, Hedge Funds, Securities, Private Equity, Financial Analysis, Mergers & Acquisitions, Bloomberg, Equity Research Analysis, Strategy, Derivatives, Analysis, Investment Banking, Trading, Equity Trading, Equity Valuation, Alternative Investments, Entrepreneurship, IPO, Financial Markets, Supervisory Analyst, Due Diligence, Financial Statements &..., Customer Service - Cost..., Portfolio Design, Commodity Analysis, Team Leadership &..., Project Leadership &..., Investor & Government..., Presentations, Small Business, Client Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Finance, Accounting
Dickinson College 1989 — 1993
BA, Political Science
ICH Remediation Holdings LLC December 2012 - Present
Topeka Capital Markets, Inc October 2011 - November 2012
Rafferty Capital Markets 2009 - 2011
Soleil Securities 2005 - 2009
First Investors Corporation 2004 - 2005
NorAm Biofuel, Inc. 2004 - 2005
Hintz, Holman, Robillard 2001 - 2003
oppenheimer funds 1999 - 2001
Berger Funds 1997 - 1998
Founders Asset Management 1996 - 1998
Skills
Equity Research, Equities, Investments, Portfolio Management, Capital Markets, Asset Management, Financial Modeling, Commodity, Finance, Valuation, Market Analysis, Agriculture, Series 7, Agribusiness, Corporate Finance, Mutual Funds, Capital Structure, Start-ups, Options, Portfolio Optimization, Hedge Funds, Securities, Private Equity, Financial Analysis, Mergers & Acquisitions, Bloomberg, Equity Research Analysis, Strategy, Derivatives, Analysis, Investment Banking, Trading, Equity Trading, Equity Valuation, Alternative Investments, Entrepreneurship, IPO, Financial Markets, Supervisory Analyst, Due Diligence, Financial Statements &..., Customer Service - Cost..., Portfolio Design, Commodity Analysis, Team Leadership &..., Project Leadership &..., Investor & Government..., Presentations, Small Business, Client Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Finance, Accounting
Dickinson College 1989 — 1993
BA, Political Science
Kyle Folkerts, MBA's Oppenheimer Funds Experience August 2002 - October 2005
Job Investment Operations Analyst at Wealth Touch, Inc.
Industry Investment Management
Experience
Wealth Touch, Inc. November 2012 - Present
ALPS Fund Services, Inc. February 2012 - August 2012
Lipper May 2009 - March 2011
Lipper September 2006 - May 2009
Oppenheimer Funds August 2002 - October 2005
Janus Capital Group 1999 - 2002
Skills
Analysis, Financial Analysis, Equities, Mutual Funds, Budgets, Investments, Accruals
Education
University of Colorado Denver 2002 — 2006
MBA, Finance
University of Iowa 1993 — 1997
B.A., English
Wealth Touch, Inc. November 2012 - Present
ALPS Fund Services, Inc. February 2012 - August 2012
Lipper May 2009 - March 2011
Lipper September 2006 - May 2009
Oppenheimer Funds August 2002 - October 2005
Janus Capital Group 1999 - 2002
Skills
Analysis, Financial Analysis, Equities, Mutual Funds, Budgets, Investments, Accruals
Education
University of Colorado Denver 2002 — 2006
MBA, Finance
University of Iowa 1993 — 1997
B.A., English
Aby Singhai's Oppenheimer Funds Experience September 2007 - August 2008
Job President at T3 Resources
Industry Information Technology and Services
Experience
T3 Resources November 2013 - Present
HomeAdvisor February 2013 - November 2013
Jeppesen/Boeing January 2011 - February 2013
Jeppesen/Boeing September 2008 - January 2011
Oppenheimer Funds September 2007 - August 2008
Jeppesen September 2005 - September 2007
Echostar Satellite LLC September 2004 - September 2005
Qwest Communications February 2000 - July 2004
Skills
Testing, Quality Assurance, Agile Methodologies, Test Automation, Electronics, Software Quality..., Quality Center, Scrum, SDLC, Test Planning, Requirements Analysis, System Testing, QTP, Unix, Test Management, Integration, Test Cases, Regression Testing, Test Strategy, Business Analysis, Software Development, User Acceptance Testing, Waterfall, Manual Testing
Education
University of Nebraska-Lincoln 1997 — 1999
Masters, Computer Science
Barkatullah Vishwavidyalaya 1991 — 1995
Bachelor of Engineering, Electronics & Instrumentation
T3 Resources November 2013 - Present
HomeAdvisor February 2013 - November 2013
Jeppesen/Boeing January 2011 - February 2013
Jeppesen/Boeing September 2008 - January 2011
Oppenheimer Funds September 2007 - August 2008
Jeppesen September 2005 - September 2007
Echostar Satellite LLC September 2004 - September 2005
Qwest Communications February 2000 - July 2004
Skills
Testing, Quality Assurance, Agile Methodologies, Test Automation, Electronics, Software Quality..., Quality Center, Scrum, SDLC, Test Planning, Requirements Analysis, System Testing, QTP, Unix, Test Management, Integration, Test Cases, Regression Testing, Test Strategy, Business Analysis, Software Development, User Acceptance Testing, Waterfall, Manual Testing
Education
University of Nebraska-Lincoln 1997 — 1999
Masters, Computer Science
Barkatullah Vishwavidyalaya 1991 — 1995
Bachelor of Engineering, Electronics & Instrumentation
Linda Loveland's Oppenheimer Funds Experience 2005 - Present
Job Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds Data Warehouse AnalystOPPENHEIMER FUNDS, Denver2005 - Present
Oppenheimer Funds 2005 - Present
Skills
Data Modeling, Fileaid, Requirements Gathering, VSAM, SDLC, JCL, COBOL, Visio, Business Analysis, CICS, Systems Analysis, Requirements Analysis, SQL, Unix
Education
Arapahoe Community College 2003 — 2010
CIM, not applicable
Metropolitan State College of Denver 1983 — 1987
Biochemistry and Molecular Biology
OppenheimerFunds Data Warehouse AnalystOPPENHEIMER FUNDS, Denver2005 - Present
Oppenheimer Funds 2005 - Present
Skills
Data Modeling, Fileaid, Requirements Gathering, VSAM, SDLC, JCL, COBOL, Visio, Business Analysis, CICS, Systems Analysis, Requirements Analysis, SQL, Unix
Education
Arapahoe Community College 2003 — 2010
CIM, not applicable
Metropolitan State College of Denver 1983 — 1987
Biochemistry and Molecular Biology
Elizabeth Harris, CSM's Oppenheimer Funds Experience December 2013 - Present
Job Data Engineer
Industry Information Technology and Services
Experience
Oppenheimer Funds December 2013 - Present
Gunther Douglas September 2013 - November 2013
Randstad Technologies US October 2012 - August 2013
TEKsystems March 2012 - October 2012
Wells Fargo April 2010 - January 2012
Wells Fargo Advisors, LLC April 2008 - April 2010
Ferguson Consulting, Inc. August 2007 - February 2008
BJC Health Care September 2006 - July 2007
Express Scripts Inc November 2004 - September 2006
SBC June 2004 - October 2004
Skills
Visio, SharePoint, Business Intelligence, Business Analysis, Data Analysis, Data Mining, Analysis, Project Management, Data Warehousing, Oracle, Microsoft SQL Server, Teradata, Access, Database Design, SQL, Requirements Analysis, Agile Methodologies, Team Building, Software Documentation, Databases, Process Improvement, Data Modeling, Quality Assurance, Scrum, PowerPoint, Integration, Requirements Gathering, Waterfall, Test Planning, User Acceptance Testing, Business Requirements, ETL, SAS, Systems Analysis, Toad, Securities, MS Project, Iterative Design, Informatica, TFS, Team Foundation Server, JIRA, SDLC
Education
Southern Illinois University, Edwardsville 1988 — 1992
Bachelor's of Science, Mass Communications/English Language and Literature
Oppenheimer Funds December 2013 - Present
Gunther Douglas September 2013 - November 2013
Randstad Technologies US October 2012 - August 2013
TEKsystems March 2012 - October 2012
Wells Fargo April 2010 - January 2012
Wells Fargo Advisors, LLC April 2008 - April 2010
Ferguson Consulting, Inc. August 2007 - February 2008
BJC Health Care September 2006 - July 2007
Express Scripts Inc November 2004 - September 2006
SBC June 2004 - October 2004
Skills
Visio, SharePoint, Business Intelligence, Business Analysis, Data Analysis, Data Mining, Analysis, Project Management, Data Warehousing, Oracle, Microsoft SQL Server, Teradata, Access, Database Design, SQL, Requirements Analysis, Agile Methodologies, Team Building, Software Documentation, Databases, Process Improvement, Data Modeling, Quality Assurance, Scrum, PowerPoint, Integration, Requirements Gathering, Waterfall, Test Planning, User Acceptance Testing, Business Requirements, ETL, SAS, Systems Analysis, Toad, Securities, MS Project, Iterative Design, Informatica, TFS, Team Foundation Server, JIRA, SDLC
Education
Southern Illinois University, Edwardsville 1988 — 1992
Bachelor's of Science, Mass Communications/English Language and Literature
Julie Radtke's Oppenheimer Funds Experience 1998 - 2015
Job Operations Executive Manager
Industry Information Technology and Services
Experience
Morgan Stanley Private Wealth Management 2015 - Present
OppenheimerFunds 2014 - 2015
Oppenheimer Funds 1998 - 2015
OppenheimerFunds 2006 - 2014
OppenheimerFunds 2002 - 2006
Oppenheimerfunds, Inc. 1998 - 2002
Pershing 1997 - 1998
AIG 1996 - 1997
Scudder Stevens & Clark 1994 - 1996
JPMorgan Chase & Co. 1991 - 1994
Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services
Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems
Hofstra University
Bachelor of Business Administration, Finance and Banking
Morgan Stanley Private Wealth Management 2015 - Present
OppenheimerFunds 2014 - 2015
Oppenheimer Funds 1998 - 2015
OppenheimerFunds 2006 - 2014
OppenheimerFunds 2002 - 2006
Oppenheimerfunds, Inc. 1998 - 2002
Pershing 1997 - 1998
AIG 1996 - 1997
Scudder Stevens & Clark 1994 - 1996
JPMorgan Chase & Co. 1991 - 1994
Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services
Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems
Hofstra University
Bachelor of Business Administration, Finance and Banking
Carol St Jean's Oppenheimer Funds Experience September 1991 - February 1999
Job College and Career Advisor in Greeley, CO
Industry Higher Education
Experience
Greeley High Schools October 2008 - Present
The Princeton Review and the Fund for Colorado's Future July 2004 - August 2008
Colorado State University November 2001 - July 2004
Reed Elsevier -- Cahners Business Information February 1999 - March 2000
Oppenheimer Funds September 1991 - February 1999
Education
Colorado College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration
Greeley High Schools October 2008 - Present
The Princeton Review and the Fund for Colorado's Future July 2004 - August 2008
Colorado State University November 2001 - July 2004
Reed Elsevier -- Cahners Business Information February 1999 - March 2000
Oppenheimer Funds September 1991 - February 1999
Education
Colorado College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration
Swati Singhai's Oppenheimer Funds Experience April 2008 - August 2008
Job QA Manager AMS / Scram Systems
Industry Information Technology and Services
Experience
Alcohol Monitoring Systems / SCRAM Systems March 2015 - Present
Team Tata - Western Union October 2013 - February 2015
United Stationers - MBS Dev August 2011 - September 2013
Gipsee - Allerschool July 2012 - July 2013
ProfitStreams October 2010 - April 2011
Jeppesen January 2009 - September 2010
NYTP 2005 - 2010
TSYS iSolutions 2008 - 2009
LogRhythm August 2008 - November 2008
Oppenheimer Funds April 2008 - August 2008
Skills
Agile Methodologies, Testing, Test Automation, QTP, Requirements Analysis, Quality Assurance, Software Quality..., Quality Center, SQL, Microsoft SQL Server, Test Planning, XML, SDLC, Business Analysis, Software Project..., Unix, User Acceptance Testing, Scrum, Test Cases, Software Development, Microsoft Dynamics..., Visio, Software Documentation, Project Management, Process Improvement, Manual Testing, Agile Project Management, Test Strategy, Release Management, Integration, System Testing, Regression Testing, Defect Tracking, Requirements Gathering, ERP, Oracle, SharePoint, TFS, DB2, Waterfall, RUP, Test Management, Agile Testing, JIRA, Team Leadership, HP QTP
Education
Doctor Harisingh Gour Vishwavidyalaya 1992 — 2001
Master, Computer Science
St Joseph's Convent, Sagar MP 1980 — 1991
12th grade
Alcohol Monitoring Systems / SCRAM Systems March 2015 - Present
Team Tata - Western Union October 2013 - February 2015
United Stationers - MBS Dev August 2011 - September 2013
Gipsee - Allerschool July 2012 - July 2013
ProfitStreams October 2010 - April 2011
Jeppesen January 2009 - September 2010
NYTP 2005 - 2010
TSYS iSolutions 2008 - 2009
LogRhythm August 2008 - November 2008
Oppenheimer Funds April 2008 - August 2008
Skills
Agile Methodologies, Testing, Test Automation, QTP, Requirements Analysis, Quality Assurance, Software Quality..., Quality Center, SQL, Microsoft SQL Server, Test Planning, XML, SDLC, Business Analysis, Software Project..., Unix, User Acceptance Testing, Scrum, Test Cases, Software Development, Microsoft Dynamics..., Visio, Software Documentation, Project Management, Process Improvement, Manual Testing, Agile Project Management, Test Strategy, Release Management, Integration, System Testing, Regression Testing, Defect Tracking, Requirements Gathering, ERP, Oracle, SharePoint, TFS, DB2, Waterfall, RUP, Test Management, Agile Testing, JIRA, Team Leadership, HP QTP
Education
Doctor Harisingh Gour Vishwavidyalaya 1992 — 2001
Master, Computer Science
St Joseph's Convent, Sagar MP 1980 — 1991
12th grade
Lisa Chaffee's Oppenheimer Funds Experience 2004 - 2008
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimer Funds 2004 - 2008
OppenheimerFunds 2004 - 2004
OppenheimerFunds 2001 - 2004
OppenheimerFunds 1998 - 2001
OppenheimerFunds 1998 - 1998
OppenheimerFunds 1996 - 1998
Education
University of Colorado Boulder 1992 — 1996
Bachelor, Economics
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimer Funds 2004 - 2008
OppenheimerFunds 2004 - 2004
OppenheimerFunds 2001 - 2004
OppenheimerFunds 1998 - 2001
OppenheimerFunds 1998 - 1998
OppenheimerFunds 1996 - 1998
Education
University of Colorado Boulder 1992 — 1996
Bachelor, Economics
Donna Winn's Oppenheimer Funds Experience 2001 - Present
Job Business Owner
Industry Financial Services
Experience
Oppenheimer Funds 2001 - Present
OppenheimerFunds, Inc July 1999 - Present
OppenheimerFunds, Inc January 1999 - Present
MassMutual Financial Group 1999 - 2009
Merrill Lynch July 1977 - July 1999
Merrill Lynch January 1977 - January 1999
Merrill Lynch 1990 - 1999
Merrill Lynch 1977 - 1999
Merrill Lynch July 1977 - August 1979
Proctor & Gamble July 1976 - July 1977
Education
College of the Holy Cross 1972 — 1976
College of the Holy Cross 1972 — 1976
College of the Holy
B.A, Economics
Oppenheimer Funds 2001 - Present
OppenheimerFunds, Inc July 1999 - Present
OppenheimerFunds, Inc January 1999 - Present
MassMutual Financial Group 1999 - 2009
Merrill Lynch July 1977 - July 1999
Merrill Lynch January 1977 - January 1999
Merrill Lynch 1990 - 1999
Merrill Lynch 1977 - 1999
Merrill Lynch July 1977 - August 1979
Proctor & Gamble July 1976 - July 1977
Education
College of the Holy Cross 1972 — 1976
College of the Holy Cross 1972 — 1976
College of the Holy
B.A, Economics
Jamie Chandler's Oppenheimer Funds Experience July 1998 - July 1999
Job Lecturer, Political Data & Analytics at George Washington University, Graduate School of Political Management
Industry Research
Experience
George Washington University, Graduate School of Political Management September 2014 - Present
City University of New York September 2002 - Present
U.S. News & World Report January 2012 - Present
Morgan Stanley March 2014 - June 2014
Aquent January 2010 - January 2013
American Express August 2009 - November 2012
The Hired Guns May 2004 - May 2008
Reed Business Information August 2000 - July 2001
JP Morgan Chase July 1999 - August 2000
Oppenheimer Funds July 1998 - July 1999
Skills
Statistics, Project Management, Product Management, Data Mining, Database Admin, Data Quality, Market Research, Competitive Analysis, Qualitative Research, Digital Marketing, Digital Strategy, Editing, Social Media, E-commerce, Empirical Research, R, SPSS, STATA, SAS, SQL, Data Journalism, Survey Research, Google Analytics, Omniture, Political Science, University Teaching, American Politics, Policy Analysis, Predictive Modeling, Media Appearances, Opinion Writing, Media Relations, Bayesian statistics, Technical Writing, Public Speaking, Data Visualization, Academic Writing, Statistical Programming, Statistical Computing, International Relations, Middle East, Asia, Social Media Marketing, Political Campaigns, Political Advertising, Report Writing, News Writing, Online News, Forecasting, Foreign Policy Analysis
Education
City University of New York 2003 — 2015
PhD, Political Science, 3.8
Columbia University in the City of New York 2007 — 2009
Research Fellow & Visiting Scholar, Applied Statistics
Harvard University 1990 — 1993
AB, Social Studies, 3.5
George Washington University, Graduate School of Political Management September 2014 - Present
City University of New York September 2002 - Present
U.S. News & World Report January 2012 - Present
Morgan Stanley March 2014 - June 2014
Aquent January 2010 - January 2013
American Express August 2009 - November 2012
The Hired Guns May 2004 - May 2008
Reed Business Information August 2000 - July 2001
JP Morgan Chase July 1999 - August 2000
Oppenheimer Funds July 1998 - July 1999
Skills
Statistics, Project Management, Product Management, Data Mining, Database Admin, Data Quality, Market Research, Competitive Analysis, Qualitative Research, Digital Marketing, Digital Strategy, Editing, Social Media, E-commerce, Empirical Research, R, SPSS, STATA, SAS, SQL, Data Journalism, Survey Research, Google Analytics, Omniture, Political Science, University Teaching, American Politics, Policy Analysis, Predictive Modeling, Media Appearances, Opinion Writing, Media Relations, Bayesian statistics, Technical Writing, Public Speaking, Data Visualization, Academic Writing, Statistical Programming, Statistical Computing, International Relations, Middle East, Asia, Social Media Marketing, Political Campaigns, Political Advertising, Report Writing, News Writing, Online News, Forecasting, Foreign Policy Analysis
Education
City University of New York 2003 — 2015
PhD, Political Science, 3.8
Columbia University in the City of New York 2007 — 2009
Research Fellow & Visiting Scholar, Applied Statistics
Harvard University 1990 — 1993
AB, Social Studies, 3.5
Christian Cate's Oppenheimer Funds Experience February 2008 - May 2008
Job Administrative Specialist at BMC West
Industry Accounting
Experience
BMC West June 2008 - Present
Oppenheimer Funds February 2008 - May 2008
G-P / BlueLinx Corporation April 1996 - October 2007
Education
Southwest Baptist University 1988 — 1989
BA, Communications
BMC West June 2008 - Present
Oppenheimer Funds February 2008 - May 2008
G-P / BlueLinx Corporation April 1996 - October 2007
Education
Southwest Baptist University 1988 — 1989
BA, Communications
Sheila Rickin's Oppenheimer Funds Experience 1989 - 1993
Job Human Resources Consultant
Industry Human Resources
Experience
Independent Consultant June 2009 - Present
188 East Owners Corporation June 2011 - December 2011
The New York Times - C&S 1997 - April 2009
WNYC Radio 1996 - 1997
AVSC International (now Engender Health) 1994 - 1996
Oppenheimer Funds 1989 - 1993
Skills
Employee Relations, Employee Benefits, Talent Management, Performance Management, Employee Engagement, Succession Planning, Human Resources, Talent Acquisition, Organizational..., Organizational Design, Labor Relations, Executive Coaching, Career Development, Management, Leadership, Change Management, Coaching, Employment Law, Career Counseling, Compensation & Benefit, Deferred Compensation, Performance Appraisal, Onboarding, Workforce Planning, HR Consulting, Applicant Tracking..., Interviews, HRIS, Policy, Leadership Development, Executive Search, Organizational..., Technical Recruiting, Temporary Placement, Recruiting
Education
Pace University - Lubin School of Business
MBA, Marketing, Labor Relations
Independent Consultant June 2009 - Present
188 East Owners Corporation June 2011 - December 2011
The New York Times - C&S 1997 - April 2009
WNYC Radio 1996 - 1997
AVSC International (now Engender Health) 1994 - 1996
Oppenheimer Funds 1989 - 1993
Skills
Employee Relations, Employee Benefits, Talent Management, Performance Management, Employee Engagement, Succession Planning, Human Resources, Talent Acquisition, Organizational..., Organizational Design, Labor Relations, Executive Coaching, Career Development, Management, Leadership, Change Management, Coaching, Employment Law, Career Counseling, Compensation & Benefit, Deferred Compensation, Performance Appraisal, Onboarding, Workforce Planning, HR Consulting, Applicant Tracking..., Interviews, HRIS, Policy, Leadership Development, Executive Search, Organizational..., Technical Recruiting, Temporary Placement, Recruiting
Education
Pace University - Lubin School of Business
MBA, Marketing, Labor Relations
Lewis Blau's Oppenheimer Funds Experience October 2007 - Present
Job Sr CRM Developer at Oppenheimer Funds Inc
Industry Computer Software
Experience
Oppenheimer Funds October 2007 - Present
Ict Group 2000 - 2007
AT&T 2000 - 2000
eLoyalty 1998 - 2000
Skills
Siebel, CRM, Salesforce.com, SDLC, Requirements Analysis, Business Analysis, Business Process, Integration, SharePoint, Software Project..., Oracle, Performance Tuning, Agile Methodologies, Sybase, PL/SQL
Education
Seton Hall University 1995 — 2000
Masters, Business Administration
Kean College
Bachelors of Arts, Communications
Oppenheimer Funds October 2007 - Present
Ict Group 2000 - 2007
AT&T 2000 - 2000
eLoyalty 1998 - 2000
Skills
Siebel, CRM, Salesforce.com, SDLC, Requirements Analysis, Business Analysis, Business Process, Integration, SharePoint, Software Project..., Oracle, Performance Tuning, Agile Methodologies, Sybase, PL/SQL
Education
Seton Hall University 1995 — 2000
Masters, Business Administration
Kean College
Bachelors of Arts, Communications
Sean Xie's Oppenheimer Funds Experience June 2009 - March 2010
Job Director of Mortgage Analytics at Citi
Industry Financial Services
Experience
Citi June 2013 - Present
Nomura Securities March 2010 - June 2013
Oppenheimer Funds June 2009 - March 2010
Freddie Mac July 2003 - June 2009
Oracle Corporation March 2001 - July 2003
Education
Cornell University 2000 — 2001
Master of Engineer, Computer Science
Citi June 2013 - Present
Nomura Securities March 2010 - June 2013
Oppenheimer Funds June 2009 - March 2010
Freddie Mac July 2003 - June 2009
Oracle Corporation March 2001 - July 2003
Education
Cornell University 2000 — 2001
Master of Engineer, Computer Science
Jason Schwartz's Oppenheimer Funds Experience July 2007 - October 2011
Job Regional Vice President at AIG SunAmerica
Industry Financial Services
Experience
SunAmerica Funds July 2012 - Present
Palisade Capital Management October 2011 - June 2012
Oppenheimer Funds July 2007 - October 2011
ING Investment Management 2001 - 2006
ING Investment Management 1999 - 2006
Skills
Separately Managed..., Mutual Funds, Series 7, Asset Managment, Fixed Annuities, Investments, 401k, Equities, Alternative Investments, Asset Allocation, Variable Annuities, Portfolio Management, Securities, Investment Strategies, Wealth Management, Asset Management, Retirement Planning, IRAs, Series 6
Education
SUNY Binghamton 1994 — 1997
B.A., Economics
Middlesex County College 1991 — 1993
SunAmerica Funds July 2012 - Present
Palisade Capital Management October 2011 - June 2012
Oppenheimer Funds July 2007 - October 2011
ING Investment Management 2001 - 2006
ING Investment Management 1999 - 2006
Skills
Separately Managed..., Mutual Funds, Series 7, Asset Managment, Fixed Annuities, Investments, 401k, Equities, Alternative Investments, Asset Allocation, Variable Annuities, Portfolio Management, Securities, Investment Strategies, Wealth Management, Asset Management, Retirement Planning, IRAs, Series 6
Education
SUNY Binghamton 1994 — 1997
B.A., Economics
Middlesex County College 1991 — 1993
Jeanne Zielinski's Oppenheimer Funds Experience October 2000 - April 2003
Job Marketing Communications Supervisor at UCSF Medical Center
Industry Hospital & Health Care
Experience
UCSF Medical Center September 2013 - Present
State of Colorado, Human Services January 2012 - September 2013
Denver Health April 2003 - March 2011
Oppenheimer Funds October 2000 - April 2003
Global Commerce Systems August 1999 - August 2000
Scott Specialty Gases June 1995 - August 1999
U.S. Geological Survey April 1988 - January 1995
Skills
Graphic Design, Marketing, Content Management, Social Media Marketing, Branding & Identity, Content Strategy, SEO, Analytics, Web Design, Project Management, Web Project Management, Copywriting, Marketing Communications, Social Media, Advertising, Creative Writing, Proposal Writing, Marketing Strategy, Public Relations, CRM, Strategy, Social Networking
Education
University of Denver 2011 — 2014
Masters, Leadership, Organizations and Project Management
Art Institute of Colorado 2000 — 2003
Bachelor of Art, Graphic Design
Front Range Community College 1999 — 2001
Certificate, Multi Media Technology
Metropolitan State College 1985 — 1987
Bachelor of Science, Marketing and Business Management
UCSF Medical Center September 2013 - Present
State of Colorado, Human Services January 2012 - September 2013
Denver Health April 2003 - March 2011
Oppenheimer Funds October 2000 - April 2003
Global Commerce Systems August 1999 - August 2000
Scott Specialty Gases June 1995 - August 1999
U.S. Geological Survey April 1988 - January 1995
Skills
Graphic Design, Marketing, Content Management, Social Media Marketing, Branding & Identity, Content Strategy, SEO, Analytics, Web Design, Project Management, Web Project Management, Copywriting, Marketing Communications, Social Media, Advertising, Creative Writing, Proposal Writing, Marketing Strategy, Public Relations, CRM, Strategy, Social Networking
Education
University of Denver 2011 — 2014
Masters, Leadership, Organizations and Project Management
Art Institute of Colorado 2000 — 2003
Bachelor of Art, Graphic Design
Front Range Community College 1999 — 2001
Certificate, Multi Media Technology
Metropolitan State College 1985 — 1987
Bachelor of Science, Marketing and Business Management
Colleen Franca's Oppenheimer Funds Experience May 2006 - September 2011
Job Independent OD and Learning Consultant
Industry Financial Services
Experience
QMS ~ Quintessential Management Solutions, LLC. March 2015 - Present
Independant OD Consulting February 2015 - Present
OppenheimerFunds September 2011 - February 2015
Oppenheimer Funds May 2006 - September 2011
OppenheimerFunds September 2000 - September 2011
OppenheimerFunds May 1995 - September 2000
Skills
Talent Management, Curriculum Development, Competency Assessment, Emotional Intelligence, Leadership Development, Workshop Facilitation, Organizational Design, Organizational..., Leadership, Executive Coaching, Change Management, Culture Change, Career Development, Management Development, MBTI Certified, Management Consulting, Performance Management, Process Improvement, Organizational..., Employee Engagement, MBTI, HR Consulting, Training & Development, Onboarding
Education
New York University 2010 — 2011
Management and Organizational Development
QMS ~ Quintessential Management Solutions, LLC. March 2015 - Present
Independant OD Consulting February 2015 - Present
OppenheimerFunds September 2011 - February 2015
Oppenheimer Funds May 2006 - September 2011
OppenheimerFunds September 2000 - September 2011
OppenheimerFunds May 1995 - September 2000
Skills
Talent Management, Curriculum Development, Competency Assessment, Emotional Intelligence, Leadership Development, Workshop Facilitation, Organizational Design, Organizational..., Leadership, Executive Coaching, Change Management, Culture Change, Career Development, Management Development, MBTI Certified, Management Consulting, Performance Management, Process Improvement, Organizational..., Employee Engagement, MBTI, HR Consulting, Training & Development, Onboarding
Education
New York University 2010 — 2011
Management and Organizational Development
Jayme Fowler's Oppenheimer Funds Experience May 2005 - Present
Job VP, CIMA, at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds May 2005 - Present
Trust Company of the West January 2002 - March 2005
Nicholas Applegate 1995 - 2001
American Capital 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Alternative Investments, Investments, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Equities, Securities, Asset Allocation, Investment Management, Relationship Management, Asset Management, Financial Services, Financial Advisory, Investment Advisory, ETFs, 401k, Series 65, Retirement Planning, Retirement
Education
Harvard University Kennedy School of Government 2001 — 2001
The Program on Investment Decisions & Behavioral Finance
IMCA/Wharton 1997 — 1997
CIMA, Investment Consulting
University of Arkansas 1977 — 1982
BSBA, Finance, The Sam Walton College of Business
Tulsa Memorial 1975 — 1977
General Studies
Oppenheimer Funds May 2005 - Present
Trust Company of the West January 2002 - March 2005
Nicholas Applegate 1995 - 2001
American Capital 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Alternative Investments, Investments, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Equities, Securities, Asset Allocation, Investment Management, Relationship Management, Asset Management, Financial Services, Financial Advisory, Investment Advisory, ETFs, 401k, Series 65, Retirement Planning, Retirement
Education
Harvard University Kennedy School of Government 2001 — 2001
The Program on Investment Decisions & Behavioral Finance
IMCA/Wharton 1997 — 1997
CIMA, Investment Consulting
University of Arkansas 1977 — 1982
BSBA, Finance, The Sam Walton College of Business
Tulsa Memorial 1975 — 1977
General Studies
Chris Quinson's Oppenheimer Funds Experience 1996 - 2004
Job Regional Vice President at Invesco
Industry Financial Services
Experience
Invesco Ltd. April 2006 - Present
Franklin Templeton Investments August 2004 - March 2006
Oppenheimer Funds 1996 - 2004
Skills
Mutual Funds, ETFs, Financial Advisory, Financial Services, Hedge Funds, Investments, Retirement Planning, Wealth Management, Series 7, Series 63, Securities, Portfolio Management, Investment Strategies, Asset Management, Asset Allocation, Alternative Investments
Education
Denison University 1987 — 1991
Invesco Ltd. April 2006 - Present
Franklin Templeton Investments August 2004 - March 2006
Oppenheimer Funds 1996 - 2004
Skills
Mutual Funds, ETFs, Financial Advisory, Financial Services, Hedge Funds, Investments, Retirement Planning, Wealth Management, Series 7, Series 63, Securities, Portfolio Management, Investment Strategies, Asset Management, Asset Allocation, Alternative Investments
Education
Denison University 1987 — 1991
Tim Raeke's Oppenheimer Funds Experience June 2007 - April 2009
Job High Yield / Bank Loan Analyst at Alcentra
Industry Investment Management
Experience
Alcentra July 2014 - Present
Brookfield Asset Management October 2011 - July 2014
Bank of America - US Trust / Columbia Management April 2009 - October 2011
Oppenheimer Funds June 2007 - April 2009
MFS Investment Management 2004 - 2007
Allstate Investments, LLC 2002 - 2004
Zurich Scudder Investments 1999 - 2002
Skills
Credit Rating, Credit, Financial Research, Fixed Income, Financial Markets, Equities, LBO, Uniform Combined State..., Project Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MM, Finance & Marketing
Fairfield University 1987 — 1991
BA, Economics
Alcentra July 2014 - Present
Brookfield Asset Management October 2011 - July 2014
Bank of America - US Trust / Columbia Management April 2009 - October 2011
Oppenheimer Funds June 2007 - April 2009
MFS Investment Management 2004 - 2007
Allstate Investments, LLC 2002 - 2004
Zurich Scudder Investments 1999 - 2002
Skills
Credit Rating, Credit, Financial Research, Fixed Income, Financial Markets, Equities, LBO, Uniform Combined State..., Project Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MM, Finance & Marketing
Fairfield University 1987 — 1991
BA, Economics
Christopher Denman's Oppenheimer Funds Experience January 2000 - January 2003
Job Regional Vice President at Beacon Capital Management
Industry Financial Services
Experience
Beacon Capital Management 2013 - Present
The Institute for Wealth Management 2011 - 2012
BCA Capital Management 2004 - 2011
Dividend Capital January 2003 - January 2004
Oppenheimer Funds January 2000 - January 2003
Morgan Stanley Dean Witter 1995 - 2000
Skills
Investment Properties, Alternative Investments, Hedge Funds, Investment Advisory, Sales, Strategic Financial..., Portfolio Management, Series 63, Mutual Funds, Asset Management, Retirement Planning, Asset Managment, Investments, Venture Capital, Equities, Asset Allocation, Investment Strategies, Business Development, Finance, Wealth Management, Securities, Due Diligence, Private Equity, Series 7, Capital Markets, Financial Advisory, ETFs, Financial Modeling
Education
Colorado State University 1991 — 1993
BS, Finance
Beacon Capital Management 2013 - Present
The Institute for Wealth Management 2011 - 2012
BCA Capital Management 2004 - 2011
Dividend Capital January 2003 - January 2004
Oppenheimer Funds January 2000 - January 2003
Morgan Stanley Dean Witter 1995 - 2000
Skills
Investment Properties, Alternative Investments, Hedge Funds, Investment Advisory, Sales, Strategic Financial..., Portfolio Management, Series 63, Mutual Funds, Asset Management, Retirement Planning, Asset Managment, Investments, Venture Capital, Equities, Asset Allocation, Investment Strategies, Business Development, Finance, Wealth Management, Securities, Due Diligence, Private Equity, Series 7, Capital Markets, Financial Advisory, ETFs, Financial Modeling
Education
Colorado State University 1991 — 1993
BS, Finance
Jessica Dalrymple's Oppenheimer Funds Experience March 1996 - July 1997
Job President at AISU Community Builders
Industry Marketing and Advertising
Experience
AISU Community Builders June 2014 - Present
Peace Haven March 1988 - April 2011
Oppenheimer Funds March 1996 - July 1997
Skills
Graphic Design, Customer Service, Business Development, Public Speaking, PowerPoint, Planning & Execution of..., Marketing, Creative Solutions, Financial Planning, Web Design, Social Games, Natural Childbirth, Labor & Delivery Support, Budgeting, Nursing, Youth Mentoring, Youth Ministry, Homeschooling, Alternative Education, Volunteer Management, Adobe Creative Suite, Spreadsheets, Microsoft Office, Pastoral Counseling, Team Leadership, Thought Leadership
Education
Principia College 1986 — 1993
Bachelor of Arts (B.A.), Religion and Philosophy
Tenacre School of Nursing 1988 — 1990
Journal Listing
AISU Community Builders June 2014 - Present
Peace Haven March 1988 - April 2011
Oppenheimer Funds March 1996 - July 1997
Skills
Graphic Design, Customer Service, Business Development, Public Speaking, PowerPoint, Planning & Execution of..., Marketing, Creative Solutions, Financial Planning, Web Design, Social Games, Natural Childbirth, Labor & Delivery Support, Budgeting, Nursing, Youth Mentoring, Youth Ministry, Homeschooling, Alternative Education, Volunteer Management, Adobe Creative Suite, Spreadsheets, Microsoft Office, Pastoral Counseling, Team Leadership, Thought Leadership
Education
Principia College 1986 — 1993
Bachelor of Arts (B.A.), Religion and Philosophy
Tenacre School of Nursing 1988 — 1990
Journal Listing
Nancy Mundorf's Oppenheimer Funds Experience 2006 - 2009
Job Client Services Coordinator at Hammersmith Management
Industry Executive Office
Experience
Hammersmith Management October 2009 - Present
OppenheimerFunds 2006 - 2009
Oppenheimer Funds 2006 - 2009
Skills
Coaching, Customer Service, Career Management, Project Management, Organizational...
Education
Bellevue University 1980 — 1987
BA, Business Administration
Hammersmith Management October 2009 - Present
OppenheimerFunds 2006 - 2009
Oppenheimer Funds 2006 - 2009
Skills
Coaching, Customer Service, Career Management, Project Management, Organizational...
Education
Bellevue University 1980 — 1987
BA, Business Administration
Corinne Maudelonde's Oppenheimer Funds Experience February 1998 - January 2009
Job Lead for Transfers and Distributions at Trust Company of America
Industry Financial Services
Experience
Trust Company of America July 2013 - Present
Trust Company of America February 2011 - July 2013
Arapahoe 18th Judicial District April 2009 - December 2011
Trust Company of America July 2009 - February 2011
Oppenheimer Funds February 1998 - January 2009
Marie Callenders January 1994 - January 1998
Denver International School January 1993 - January 1994
Skills
Training, Leadership, Outlook, Customer Service, Call Center, Investments, Financial Services, Project Planning, Microsoft Excel, Operations Management, Mutual Funds, Public Speaking, Testing, Trading, Retirement, Spreadsheets, Disaster Recovery, Policy, Finance, Accounting, Call Centers
Education
Arapahoe Probation Department 2009 — 2009
Certificate, Basic DPO Training
Mountain States Travel Training Institute Inc 1991 — 1992
Certificate, Airline/Travel Agent Training
Community College of Aurora 1989 — 1991
Associate of Arts, Accounting
Lycee Fremont 1985 — 1989
Baccalaureat, Foreign Languages
Trust Company of America July 2013 - Present
Trust Company of America February 2011 - July 2013
Arapahoe 18th Judicial District April 2009 - December 2011
Trust Company of America July 2009 - February 2011
Oppenheimer Funds February 1998 - January 2009
Marie Callenders January 1994 - January 1998
Denver International School January 1993 - January 1994
Skills
Training, Leadership, Outlook, Customer Service, Call Center, Investments, Financial Services, Project Planning, Microsoft Excel, Operations Management, Mutual Funds, Public Speaking, Testing, Trading, Retirement, Spreadsheets, Disaster Recovery, Policy, Finance, Accounting, Call Centers
Education
Arapahoe Probation Department 2009 — 2009
Certificate, Basic DPO Training
Mountain States Travel Training Institute Inc 1991 — 1992
Certificate, Airline/Travel Agent Training
Community College of Aurora 1989 — 1991
Associate of Arts, Accounting
Lycee Fremont 1985 — 1989
Baccalaureat, Foreign Languages
Deb Bollig's Oppenheimer Funds Experience 1988 - 2009
Job Computer Software Professional
Industry Computer Software
Experience
Broadridge Financial May 2011 - March 2012
Charles Schwab January 2011 - May 2011
Scottrade April 2009 - October 2010
oppenheimer funds 1988 - 2009
OppenheimerFunds 1988 - 2009
Butler Paper 1991 - 1995
Skills
COBOL, VSAM, JCL, SQL, SDLC, Fileaid, TSO, Endeavor, Mainframe, Syncsort, Requirements Gathering, Visio, Requirements Analysis, Sybase, CICS, Systems Analysis, Data Modeling, User Acceptance Testing, Waterfall, Data Warehousing, DB2, Unix, Quality Center, Databases, Software Development
Education
University of Phoenix 1993 — 1996
MIS, Computer Information Systems
University of Northern Colorado 1979 — 1981
MA, Mathematics
University of Northern Colorado 1974 — 1978
BA, Math
Broadridge Financial May 2011 - March 2012
Charles Schwab January 2011 - May 2011
Scottrade April 2009 - October 2010
oppenheimer funds 1988 - 2009
OppenheimerFunds 1988 - 2009
Butler Paper 1991 - 1995
Skills
COBOL, VSAM, JCL, SQL, SDLC, Fileaid, TSO, Endeavor, Mainframe, Syncsort, Requirements Gathering, Visio, Requirements Analysis, Sybase, CICS, Systems Analysis, Data Modeling, User Acceptance Testing, Waterfall, Data Warehousing, DB2, Unix, Quality Center, Databases, Software Development
Education
University of Phoenix 1993 — 1996
MIS, Computer Information Systems
University of Northern Colorado 1979 — 1981
MA, Mathematics
University of Northern Colorado 1974 — 1978
BA, Math
Craig Holloway's Oppenheimer Funds Experience July 2008 - Present
Job VPSenior Trader at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds July 2008 - Present
OppenheimerFunds 2008 - Present
Columbia Management 2003 - 2008
State Street Global Advisors 1994 - 2003
Skills
Fixed Income
Education
Syracuse University 1990 — 1994
BS, Finance/Economics
Oppenheimer Funds July 2008 - Present
OppenheimerFunds 2008 - Present
Columbia Management 2003 - 2008
State Street Global Advisors 1994 - 2003
Skills
Fixed Income
Education
Syracuse University 1990 — 1994
BS, Finance/Economics
Chip Humphrey's Oppenheimer Funds Experience 1993 - 1996
Job Senior Sales Representative at Biotek Labs
Industry Financial Services
Experience
Biotek Labs 2012 - Present
The Guardian Life Insurance Company of America 2010 - 2012
Nationwide Financial 2002 - 2009
Kelmoore Investment Company 2001 - 2002
Villanova Capital/Gartmore Investments 1999 - 2001
Neuberger Berman 1996 - 1999
Oppenheimer Funds 1993 - 1996
Morgan Stanley 1989 - 1993
Education
Miami University 1983 — 1987
BS, Marketing
Biotek Labs 2012 - Present
The Guardian Life Insurance Company of America 2010 - 2012
Nationwide Financial 2002 - 2009
Kelmoore Investment Company 2001 - 2002
Villanova Capital/Gartmore Investments 1999 - 2001
Neuberger Berman 1996 - 1999
Oppenheimer Funds 1993 - 1996
Morgan Stanley 1989 - 1993
Education
Miami University 1983 — 1987
BS, Marketing
Yang Yu, CFA's Oppenheimer Funds Experience May 2007 - December 2007
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2010 - Present
DELOITTE TOUCHE LLP February 2008 - July 2010
R&R Consulting September 2007 - February 2008
OPPENHEIMER FUNDS May 2007 - December 2007
Skills
Structured Finance, Derivatives, Valuation, Capital Markets, Equity Derivatives, Financial Modeling, Fixed Income, Bloomberg, Equities, Quantitative Finance, VBA, Risk Management, Financial Analysis, Quantitative Analytics, Investment Banking, Finance, Corporate Finance, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
MS, Financial Engineering
University of Auckland 2005 — 2006
Graduate Diploma in Science, Mathematics
University of Auckland 2002 — 2004
BCom, Finance
Morgan Stanley July 2010 - Present
DELOITTE TOUCHE LLP February 2008 - July 2010
R&R Consulting September 2007 - February 2008
OPPENHEIMER FUNDS May 2007 - December 2007
Skills
Structured Finance, Derivatives, Valuation, Capital Markets, Equity Derivatives, Financial Modeling, Fixed Income, Bloomberg, Equities, Quantitative Finance, VBA, Risk Management, Financial Analysis, Quantitative Analytics, Investment Banking, Finance, Corporate Finance, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
MS, Financial Engineering
University of Auckland 2005 — 2006
Graduate Diploma in Science, Mathematics
University of Auckland 2002 — 2004
BCom, Finance
Eric DeMoulin's Oppenheimer Funds Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Chris Mielke's Oppenheimer Funds Experience November 2008 - Present
Job Service Associate at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds November 2008 - Present
T-Mobile October 2001 - August 2008
T-Mobile October 2001 - August 2008
Education
Colorado Technical University 2007 — 2008
BSBA, Finance
Colorado Technical University
Associate of Science - B.A; BSBA; MSM; Associate of Science; BSBA; in Master's program: MSM, Finance emphasis; Project Management; Business Administration; Finance; Project Management emphasis
Oppenheimer Funds November 2008 - Present
T-Mobile October 2001 - August 2008
T-Mobile October 2001 - August 2008
Education
Colorado Technical University 2007 — 2008
BSBA, Finance
Colorado Technical University
Associate of Science - B.A; BSBA; MSM; Associate of Science; BSBA; in Master's program: MSM, Finance emphasis; Project Management; Business Administration; Finance; Project Management emphasis
Wendy McMullen's Oppenheimer Funds Experience May 1998 - August 1999
Job Software IP Analyst at OpenLogic
Industry Information Technology and Services
Experience
OpenLogic August 2011 - Present
Noah's Ark Whitewater Rafting & Adventure Company July 2007 - July 2010
Oppenheimer Funds May 1998 - August 1999
Pacer Cats November 1996 - May 1998
Skills
SQL, Software Documentation, Team Leadership, Management, Technical Writing, Project Management, Software Testing Life..., Quality Assurance
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Industrial Technology, Industrial Management
OpenLogic August 2011 - Present
Noah's Ark Whitewater Rafting & Adventure Company July 2007 - July 2010
Oppenheimer Funds May 1998 - August 1999
Pacer Cats November 1996 - May 1998
Skills
SQL, Software Documentation, Team Leadership, Management, Technical Writing, Project Management, Software Testing Life..., Quality Assurance
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Industrial Technology, Industrial Management
Jena Swank's Oppenheimer Funds Experience May 2001 - January 2002
Job Accounting Coordinator at Nelson Westerberg of Virginia
Industry Accounting
Experience
Nelson Westerberg, Inc April 2013 - Present
Reads Moving Systems of Carolina December 2012 - April 2013
various January 2011 - December 2012
Olive Software November 2007 - July 2010
Geronimo Financial September 2006 - September 2007
Budget Truck Rental January 2004 - March 2006
Oppenheimer Funds May 2001 - January 2002
Colorado Department of Public Health 2002 - 2002
OppenheimerFunds 2001 - 2001
CSG International 2000 - 2001
Skills
Microsoft Office, Process Improvement, Team Building, Strategic Planning, Customer Service, Management, PowerPoint, Budgets, Financial Analysis, Oracle, Sales, Payroll, Accounting, Business Intelligence, Microsoft Excel, Forecasting, Financial Reporting, Employee Relations, Employee Benefits, Operations Management, Leadership, Income Statement, Account Management, Outlook, Team Leadership, System Administration, Risk Management, Project Planning, Project Management, Microsoft Word, Business Planning, Change Management, Retail, Program Management, Event Planning, Contract Negotiation, Business Development, Research, Purchasing, Salesforce.com, Marketing, Coaching, CRM, Management Consulting, Inventory Management, Business Analysis, Vendor Management, Leadership Development, Teamwork, Business Strategy
Education
Tulane University 1989 — 1994
BA, Media Arts
Tulane University 1989 — 1994
BA, Media Arts (Public Relations & Advertising)
Nelson Westerberg, Inc April 2013 - Present
Reads Moving Systems of Carolina December 2012 - April 2013
various January 2011 - December 2012
Olive Software November 2007 - July 2010
Geronimo Financial September 2006 - September 2007
Budget Truck Rental January 2004 - March 2006
Oppenheimer Funds May 2001 - January 2002
Colorado Department of Public Health 2002 - 2002
OppenheimerFunds 2001 - 2001
CSG International 2000 - 2001
Skills
Microsoft Office, Process Improvement, Team Building, Strategic Planning, Customer Service, Management, PowerPoint, Budgets, Financial Analysis, Oracle, Sales, Payroll, Accounting, Business Intelligence, Microsoft Excel, Forecasting, Financial Reporting, Employee Relations, Employee Benefits, Operations Management, Leadership, Income Statement, Account Management, Outlook, Team Leadership, System Administration, Risk Management, Project Planning, Project Management, Microsoft Word, Business Planning, Change Management, Retail, Program Management, Event Planning, Contract Negotiation, Business Development, Research, Purchasing, Salesforce.com, Marketing, Coaching, CRM, Management Consulting, Inventory Management, Business Analysis, Vendor Management, Leadership Development, Teamwork, Business Strategy
Education
Tulane University 1989 — 1994
BA, Media Arts
Tulane University 1989 — 1994
BA, Media Arts (Public Relations & Advertising)
Joseph Krist's Oppenheimer Funds Experience November 1989 - July 2002
Job Municipal Credit Consultant at municreditnews.com
Industry Financial Services
Experience
municreditnews.com October 2014 - Present
UBS Wealth Management October 2009 - August 2014
Lord Abbett & Co. LLC November 2005 - March 2009
First Albany Corp April 2003 - November 2005
Oppenheimer Funds November 1989 - July 2002
Municipal Bond Investors Assurance Corp January 1988 - November 1989
Manufacturers Hanover Trust Co March 1980 - December 1987
Shearson Loeb Rhoades Securities November 1978 - February 1980
Skills
Capital Markets, Bonds, Mutual Funds, Finance, Credit Analysis, Credit, Securities, Project Finance, Analysis, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Investments, Series 7, Financial Analysis
Education
Syracuse University 1973 — 1977
B.A, History, Economics
Syracuse University - Maxwell School 1973 — 1977
B.A., Economics, History
municreditnews.com October 2014 - Present
UBS Wealth Management October 2009 - August 2014
Lord Abbett & Co. LLC November 2005 - March 2009
First Albany Corp April 2003 - November 2005
Oppenheimer Funds November 1989 - July 2002
Municipal Bond Investors Assurance Corp January 1988 - November 1989
Manufacturers Hanover Trust Co March 1980 - December 1987
Shearson Loeb Rhoades Securities November 1978 - February 1980
Skills
Capital Markets, Bonds, Mutual Funds, Finance, Credit Analysis, Credit, Securities, Project Finance, Analysis, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Investments, Series 7, Financial Analysis
Education
Syracuse University 1973 — 1977
B.A, History, Economics
Syracuse University - Maxwell School 1973 — 1977
B.A., Economics, History
Chad Belfiore's Oppenheimer Funds Experience August 2007 - Present
Job Fund Analyst at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds August 2007 - Present
Skills
Alternative Investments
Education
University of Northern Colorado 2001 — 2005
Busniess Management, Business Administration and Management, General
Oppenheimer Funds August 2007 - Present
Skills
Alternative Investments
Education
University of Northern Colorado 2001 — 2005
Busniess Management, Business Administration and Management, General
Jim Fereday, CRPC's Oppenheimer Funds Experience September 2006 - August 2009
Job Financial Advisor at Woodbury Financial Services
Industry Investment Management
Experience
Woodbury Financial Services February 2014 - Present
Nationwide Securites June 2009 - February 2014
Oppenheimer Funds September 2006 - August 2009
MFS Investment Management August 2004 - September 2006
AIM Trimark Investments August 2000 - August 2004
Chase August 1995 - August 2000
Skills
Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Alternative Investments, Retirement, Finance, Estate Planning, Asset Management, Management
Education
Baylor University 1991 — 1995
BBA, Marketing & International Business
Woodbury Financial Services February 2014 - Present
Nationwide Securites June 2009 - February 2014
Oppenheimer Funds September 2006 - August 2009
MFS Investment Management August 2004 - September 2006
AIM Trimark Investments August 2000 - August 2004
Chase August 1995 - August 2000
Skills
Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Alternative Investments, Retirement, Finance, Estate Planning, Asset Management, Management
Education
Baylor University 1991 — 1995
BBA, Marketing & International Business
Christopher Kohner's Oppenheimer Funds Experience June 2007 - November 2008
Job Cjkohner
Industry Financial Services
Experience
EFLS LLC September 2009 - November 2010
Oppenheimer Funds June 2007 - November 2008
Westrock Advisors June 2005 - May 2007
Movie Gallery January 1999 - January 2000
US Navy January 1990 - January 1995
Skills
Accounts Payable, Customer Service, Equities, Finance, Financial Services, Market Research, Mutual Funds, PowerPoint, Sales, Series 7, Training, Financial Analysis, Insurance
Education
University of Mississippi
Bachelor, Business Administration; Managerial Finance
EFLS LLC September 2009 - November 2010
Oppenheimer Funds June 2007 - November 2008
Westrock Advisors June 2005 - May 2007
Movie Gallery January 1999 - January 2000
US Navy January 1990 - January 1995
Skills
Accounts Payable, Customer Service, Equities, Finance, Financial Services, Market Research, Mutual Funds, PowerPoint, Sales, Series 7, Training, Financial Analysis, Insurance
Education
University of Mississippi
Bachelor, Business Administration; Managerial Finance
Daniel Ferszt's Oppenheimer Funds Experience August 2002 - March 2005
Job Financial Services Professional
Industry Financial Services
Experience
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Kathy (Wasinger) Metzler's Oppenheimer Funds Experience 1989 - 1995
Job HR/Payroll Manager at Merlin International
Industry Information Technology and Services
Experience
Merlin International September 2008 - May 2010
HealthTalent September 2006 - February 2008
Sloans Lake Preferred Health Network December 2003 - December 2005
Fairchild Financial October 1997 - November 1999
Pulte Mortgage June 1995 - October 1997
Oppenheimer Funds 1989 - 1995
Education
Arapahoe Community College 1969 — 1970
Douglas County High School 1965 — 1969
Merlin International September 2008 - May 2010
HealthTalent September 2006 - February 2008
Sloans Lake Preferred Health Network December 2003 - December 2005
Fairchild Financial October 1997 - November 1999
Pulte Mortgage June 1995 - October 1997
Oppenheimer Funds 1989 - 1995
Education
Arapahoe Community College 1969 — 1970
Douglas County High School 1965 — 1969
Cem Karacadag's Oppenheimer Funds Experience June 2010 - February 2014
Job Portfolio Manager at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management February 2014 - Present
Oppenheimer Funds June 2010 - February 2014
Credit Suisse June 2005 - March 2010
International Monetary Fund June 1998 - May 2005
Standard & Poor's June 1994 - May 1998
Skills
Fixed Income, Emerging Markets, Asset Managment, Investments, Bonds, Asset Management, Bloomberg, Credit, Economics, Macroeconomics, Portfolio Management, Strategy
Education
Johns Hopkins SAIS 1991 — 1993
Master of Arts (M.A.), International Economics
Tufts University 1989 — 1991
Bachelor of Arts (B.A.), Economics
Babson Capital Management February 2014 - Present
Oppenheimer Funds June 2010 - February 2014
Credit Suisse June 2005 - March 2010
International Monetary Fund June 1998 - May 2005
Standard & Poor's June 1994 - May 1998
Skills
Fixed Income, Emerging Markets, Asset Managment, Investments, Bonds, Asset Management, Bloomberg, Credit, Economics, Macroeconomics, Portfolio Management, Strategy
Education
Johns Hopkins SAIS 1991 — 1993
Master of Arts (M.A.), International Economics
Tufts University 1989 — 1991
Bachelor of Arts (B.A.), Economics
Greg Fehnel's Oppenheimer Funds Experience April 1991 - June 1995
Job ITSM Supervisor at Terumo BCT
Industry Medical Devices
Experience
Terumo BCT July 2002 - Present
WebMD 2000 - 2002
National Business Center March 1997 - March 2000
Samsonite Corporation August 1995 - February 1997
Oppenheimer Funds April 1991 - June 1995
Carteret Savings Bank September 1987 - April 1991
Skills
Process Improvement, Cross-functional Team..., Medical Devices, Vendor Management, Software Documentation, ITIL, Project Management, Business Analysis, Integration
Education
University of Delaware 1983 — 1987
BSBA, Business Finance and MIS
Nazareth High School, Nazareth, PA 1980 — 1983
Terumo BCT July 2002 - Present
WebMD 2000 - 2002
National Business Center March 1997 - March 2000
Samsonite Corporation August 1995 - February 1997
Oppenheimer Funds April 1991 - June 1995
Carteret Savings Bank September 1987 - April 1991
Skills
Process Improvement, Cross-functional Team..., Medical Devices, Vendor Management, Software Documentation, ITIL, Project Management, Business Analysis, Integration
Education
University of Delaware 1983 — 1987
BSBA, Business Finance and MIS
Nazareth High School, Nazareth, PA 1980 — 1983
Ashlee Pate's Oppenheimer Funds Experience January 2015 - August 2015
Job Specialized Service Associate at OppenheimerFunds
Industry Financial Services
Experience
Oppenheimer Funds January 2015 - August 2015
Fidelity Investments July 2013 - October 2014
University of North Texas December 2010 - July 2013
Workforce Solutions for North Central Texas December 2006 - November 2010
Skills
Customer Service, Student Financial Aid, Microsoft Office, PowerPoint, Outlook, Coaching, Student Affairs, Microsoft Excel, Financial Aid, Student Services, Excel, Word, Access, Windows, Social Media, Administration, Photoshop, Problem Solving, Financial Services, Workforce Development, Public Speaking, Nonprofits, Training, Microsoft Word, Team Building, Program Management, Leadership
Education
University of North Texas 2010 — 2013
Bachelor of Arts, Entrepreneurship
University of North Texas 2006 — 2009
Bachelor of Applied Arts and Sciences, Management, Emergency Mangement, Applied Economics
A & M Consolidated 1996 — 2000
Diploma
Oppenheimer Funds January 2015 - August 2015
Fidelity Investments July 2013 - October 2014
University of North Texas December 2010 - July 2013
Workforce Solutions for North Central Texas December 2006 - November 2010
Skills
Customer Service, Student Financial Aid, Microsoft Office, PowerPoint, Outlook, Coaching, Student Affairs, Microsoft Excel, Financial Aid, Student Services, Excel, Word, Access, Windows, Social Media, Administration, Photoshop, Problem Solving, Financial Services, Workforce Development, Public Speaking, Nonprofits, Training, Microsoft Word, Team Building, Program Management, Leadership
Education
University of North Texas 2010 — 2013
Bachelor of Arts, Entrepreneurship
University of North Texas 2006 — 2009
Bachelor of Applied Arts and Sciences, Management, Emergency Mangement, Applied Economics
A & M Consolidated 1996 — 2000
Diploma
Eric Akrie's Oppenheimer Funds Experience January 1983 - January 1986
Job IT Manager at Triunity Engineering & Management, Inc
Industry Information Technology and Services
Experience
Triunity Engineering & Management, Inc March 2015 - Present
Cherry Creek Schools February 2013 - March 2015
Thomson Reuters November 2011 - September 2012
Medical Group Management Association (MGMA) May 2001 - May 2010
Medical Group Management January 1997 - May 2001
Medical Group Managment June 1995 - May 1997
United States Air National Guard Buckley AFB April 1989 - November 1996
Medical Group Management July 1993 - February 1995
Fred S. James Insurance Company January 1986 - January 1989
Oppenheimer Funds January 1983 - January 1986
Skills
VPN, Network Design, Network Operations, Help Desk Management, Technical Staff..., Windows Security, Microsoft Infrastructure, IP PBX, Veritas Net Backup, Firewall Management, Email Management, Active Directory, Norton Ghost, SAN, RAID, Fibre Channel, Computer Network..., Firewalls, Help Desk Support, Netbackup, Integration, Microsoft Technologies, Disaster Recovery, Networking, Security, VMware, Servers, Software Documentation, Microsoft Exchange, Hardware, Network Security, Windows Server, Cisco Technologies, Troubleshooting, Operating Systems, Technical Support, Software Installation, NetBackup
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Information Technology
University of Phoenix
Triunity Engineering & Management, Inc March 2015 - Present
Cherry Creek Schools February 2013 - March 2015
Thomson Reuters November 2011 - September 2012
Medical Group Management Association (MGMA) May 2001 - May 2010
Medical Group Management January 1997 - May 2001
Medical Group Managment June 1995 - May 1997
United States Air National Guard Buckley AFB April 1989 - November 1996
Medical Group Management July 1993 - February 1995
Fred S. James Insurance Company January 1986 - January 1989
Oppenheimer Funds January 1983 - January 1986
Skills
VPN, Network Design, Network Operations, Help Desk Management, Technical Staff..., Windows Security, Microsoft Infrastructure, IP PBX, Veritas Net Backup, Firewall Management, Email Management, Active Directory, Norton Ghost, SAN, RAID, Fibre Channel, Computer Network..., Firewalls, Help Desk Support, Netbackup, Integration, Microsoft Technologies, Disaster Recovery, Networking, Security, VMware, Servers, Software Documentation, Microsoft Exchange, Hardware, Network Security, Windows Server, Cisco Technologies, Troubleshooting, Operating Systems, Technical Support, Software Installation, NetBackup
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Information Technology
University of Phoenix
Alexe Mericle's Oppenheimer Funds Experience November 2012 - March 2013
Job Portfolio Manager at Cornerstone Apartment Services
Industry Financial Services
Experience
Cornerstone Apartment Services March 2013 - April 2015
Oppenheimer Funds November 2012 - March 2013
Vanguard Classical School August 2010 - May 2012
Montbello High School August 2009 - July 2010
McKinney Law Firm 2008 - 2009
Education Nationale October 2007 - June 2008
Skills
Public Speaking, Teaching, Microsoft Office, Literacy, Research, Travel Planning, Curriculum Design and..., Grant Writing, Mathematics, Teaching English as a..., Editing, History, Laboratory Skills, Legal Assistance, Material Handling, Technical Writing and..., CPR Certified, First Aid
Education
University of Iowa 2003 — 2007
BA, History
Cornerstone Apartment Services March 2013 - April 2015
Oppenheimer Funds November 2012 - March 2013
Vanguard Classical School August 2010 - May 2012
Montbello High School August 2009 - July 2010
McKinney Law Firm 2008 - 2009
Education Nationale October 2007 - June 2008
Skills
Public Speaking, Teaching, Microsoft Office, Literacy, Research, Travel Planning, Curriculum Design and..., Grant Writing, Mathematics, Teaching English as a..., Editing, History, Laboratory Skills, Legal Assistance, Material Handling, Technical Writing and..., CPR Certified, First Aid
Education
University of Iowa 2003 — 2007
BA, History
Roslyn Appelbaum's Oppenheimer Funds Experience April 1997 - June 2007
Job Patient Access Representative
Industry Hospital & Health Care
Experience
Centura Health June 2013 - Present
Schryver Medical, Inc. May 2010 - June 2010
Oppenheimer Funds April 1997 - June 2007
Skills
ICD-9, CPT, Healthcare, HIPAA, Medical Coding, Revenue Cycle, Healthcare Information..., EMR, Hospitals, Inpatient
Education
University of Miami 1974 — 1976
Bachelors of Business Administration, Business-Marketing
Online Career Step Medical Coding
CPC-C
Centura Health June 2013 - Present
Schryver Medical, Inc. May 2010 - June 2010
Oppenheimer Funds April 1997 - June 2007
Skills
ICD-9, CPT, Healthcare, HIPAA, Medical Coding, Revenue Cycle, Healthcare Information..., EMR, Hospitals, Inpatient
Education
University of Miami 1974 — 1976
Bachelors of Business Administration, Business-Marketing
Online Career Step Medical Coding
CPC-C
Molly Arnott's Oppenheimer Funds Experience September 2005 - Present
Job Senior Retirement Plans Processor at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds September 2005 - Present
Regis University August 2003 - December 2004
Education
Regis University 2003 — 2004
Nursing
Front Range Community College 2002 — 2003
Certification in Nursing Assistant, Nursing
Oppenheimer Funds September 2005 - Present
Regis University August 2003 - December 2004
Education
Regis University 2003 — 2004
Nursing
Front Range Community College 2002 — 2003
Certification in Nursing Assistant, Nursing
Paul Petrilla's Oppenheimer Funds Experience 2012 - 2014
Job Salesman at Consultative Insurance Group
Industry Financial Services
Experience
Consultative Insurance Group April 1988 - Present
Oppenheimer Funds 2012 - 2014
Oppenheimer Funds 2012 - 2014
Monummental Life Ins Co April 1984 - April 1988
Fisher Fazio Food February 1974 - April 1984
Skills
Insurance, Financial Services, Property & Casualty..., Life Insurance, Sales, Commercial Insurance, Sales Management, General Insurance, Underwriting, Fixed Annuities, Marketing, Health Insurance, Mutual Funds, Marketing Strategy, Real Estate, Customer Service, Account Management, Sales Operations
Education
Cleveland State University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
st ignatius 1972 — 1976
Ascension
Ascension
Consultative Insurance Group April 1988 - Present
Oppenheimer Funds 2012 - 2014
Oppenheimer Funds 2012 - 2014
Monummental Life Ins Co April 1984 - April 1988
Fisher Fazio Food February 1974 - April 1984
Skills
Insurance, Financial Services, Property & Casualty..., Life Insurance, Sales, Commercial Insurance, Sales Management, General Insurance, Underwriting, Fixed Annuities, Marketing, Health Insurance, Mutual Funds, Marketing Strategy, Real Estate, Customer Service, Account Management, Sales Operations
Education
Cleveland State University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
st ignatius 1972 — 1976
Ascension
Ascension
Omar Coronado's Oppenheimer Funds Experience January 2007 - January 2008
Job Wells Fargo Bank Store Manager
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
BBVA Compass January 2012 - February 2014
Wells Fargo Bank N.A January 2009 - January 2012
Wells Fargo Bank N.A January 2008 - December 2008
Oppenheimer Funds January 2007 - January 2008
Colorado Coalition Against Sexual Assault January 2005 - January 2006
Skills
Microsoft Office, Banking, Investments, Retirement Planning, Windows, Windows Server, Retail Banking, Loans, Sales, Cross Selling, Training, Small Business Lending, Credit, Finance, Consumer Lending, Financial Services
Education
University of Colorado at Denver 2009 — 2011
Bachelor's degree, International/Global Studies
The University of Texas at El Paso
Wells Fargo February 2014 - Present
BBVA Compass January 2012 - February 2014
Wells Fargo Bank N.A January 2009 - January 2012
Wells Fargo Bank N.A January 2008 - December 2008
Oppenheimer Funds January 2007 - January 2008
Colorado Coalition Against Sexual Assault January 2005 - January 2006
Skills
Microsoft Office, Banking, Investments, Retirement Planning, Windows, Windows Server, Retail Banking, Loans, Sales, Cross Selling, Training, Small Business Lending, Credit, Finance, Consumer Lending, Financial Services
Education
University of Colorado at Denver 2009 — 2011
Bachelor's degree, International/Global Studies
The University of Texas at El Paso
Daniel Vandivort's Oppenheimer Funds Experience November 2014 - Present
Job Director, Board of Directors at Oppenheimer Funds
Industry Investment Management
Experience
Oppenheimer Funds November 2014 - Present
Huntingtons Disease Society of America June 2007 - Present
Value Line Funds December 2008 - September 2014
RIM Retirement Savings Plan January 2005 - June 2007
Robeco Investment Management January 2001 - June 2007
Robeco Weiss Peck and Greer 2004 - 2007
Weiss Peck and Greer Funds January 2004 - December 2005
Weiss Peck and Greer 1994 - 2004
CS First Boston Investment Management 1992 - 1994
First Boston Asset Management 1989 - 1992
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (MBA), Finance, General
Antioch College 1974 — 1978
Bachelor of Arts (B.A.), Psychology
Oppenheimer Funds November 2014 - Present
Huntingtons Disease Society of America June 2007 - Present
Value Line Funds December 2008 - September 2014
RIM Retirement Savings Plan January 2005 - June 2007
Robeco Investment Management January 2001 - June 2007
Robeco Weiss Peck and Greer 2004 - 2007
Weiss Peck and Greer Funds January 2004 - December 2005
Weiss Peck and Greer 1994 - 2004
CS First Boston Investment Management 1992 - 1994
First Boston Asset Management 1989 - 1992
Education
Columbia University - Columbia Business School 1980 — 1982
Master of Business Administration (MBA), Finance, General
Antioch College 1974 — 1978
Bachelor of Arts (B.A.), Psychology
Matthew Schaffer's Oppenheimer Funds Experience September 2014 - December 2014
Job Compliance Associate at RT Specialty
Industry Entertainment
Experience
Oppenheimer Funds September 2014 - December 2014
Cop Car, LLC May 2014 - June 2014
RT Specialty December 2013 - June 2014
Colorado Office of Economic Development and International Trade July 2013 - November 2013
Smitty's Pizza August 2005 - April 2006
Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, Accounting, Writing, Bookkeeping, Business Analysis, Film Criticism, Teamwork, Project Management, Research, Microsoft Word, Leadership, Event Planning
Education
University of Colorado at Denver 2011 — 2013
Oppenheimer Funds September 2014 - December 2014
Cop Car, LLC May 2014 - June 2014
RT Specialty December 2013 - June 2014
Colorado Office of Economic Development and International Trade July 2013 - November 2013
Smitty's Pizza August 2005 - April 2006
Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, Accounting, Writing, Bookkeeping, Business Analysis, Film Criticism, Teamwork, Project Management, Research, Microsoft Word, Leadership, Event Planning
Education
University of Colorado at Denver 2011 — 2013
Jacob Evig's Oppenheimer Funds Experience September 2005 - January 2007
Job Processing Associate at Ranstad
Industry Insurance
Experience
Ranstad July 2015 - Present
State Farm September 2013 - May 2015
Sunshine Residential and Group Homes February 2013 - September 2013
Sodexo August 2012 - January 2013
Global Systems Solutions September 2008 - May 2009
Oppenheimer Funds September 2005 - January 2007
Skills
Microsoft Office, Microsoft Excel, Time Management, Healthcare, Customer Service, PowerPoint, Strategic Planning, Research, Microsoft Word, Data Entry
Education
Adams State College 2000 — 2005
BA, History
Adams State University 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General, 2.8
Ranstad July 2015 - Present
State Farm September 2013 - May 2015
Sunshine Residential and Group Homes February 2013 - September 2013
Sodexo August 2012 - January 2013
Global Systems Solutions September 2008 - May 2009
Oppenheimer Funds September 2005 - January 2007
Skills
Microsoft Office, Microsoft Excel, Time Management, Healthcare, Customer Service, PowerPoint, Strategic Planning, Research, Microsoft Word, Data Entry
Education
Adams State College 2000 — 2005
BA, History
Adams State University 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General, 2.8
JJ Lester's Oppenheimer Funds Experience July 2012 - Present
Job Specialized Estate Representative at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds July 2012 - Present
Skills
Mutual Funds, Marketing, Public Speaking
Education
The American College 2013 — 2014
Master Of Science In Management, Finance and Financial Management Services
University of Colorado Boulder
Bachelor of Arts (B.A.), Psychology
Oppenheimer Funds July 2012 - Present
Skills
Mutual Funds, Marketing, Public Speaking
Education
The American College 2013 — 2014
Master Of Science In Management, Finance and Financial Management Services
University of Colorado Boulder
Bachelor of Arts (B.A.), Psychology
Alison Setterberg's Oppenheimer Funds Experience May 2003 - August 2003
Job VP Portfolio Analytics Metropolitan Real Estate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY