Oppenheimer Funds, Inc
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, Inc Employees
Employee
Years
Job
Industry
Angelia Corley-Teague Angelia Corley-Teague's Oppenheimer Funds, Inc Experience December 2007 - October 2010
Job Financial Consultant
Industry Financial Services
Experience
Seeking employment opportunities - Financial Services,Operations & retirement plan administration November 2014 - Present
Lincoln Trust Co. April 2013 - November 2014
ANB Bank July 2012 - February 2013
Lincoln Trust Company September 2011 - March 2012
Cooney Associates, Inc. January 2011 - April 2011
Oppenheimer Funds, Inc December 2007 - October 2010
Columbia Management - Bank of America June 2004 - August 2007
Joseph Sturniolo & Associates September 2001 - December 2003
Charles Schwab - contracted through Ajilion Financial March 2000 - July 2000
Cyprus Amax Minerals - contracted through Arthur Anderson September 1999 - February 2000
Skills
IRA's, Roth IRA, Mutual Funds, Call Center, Inbound, Client Services, Annuities, SEP, Retirement Planning, 401k Rollovers, Stocks, 529 Plans, Pensions, Wealth Accumulation, Term Life Insurance, Deferred Compensation, Insurance Planning, Universal Life, Employee Benefits, Whole Life, Investments, Bonds, Customer Service, Asset Allocation, Health Insurance, Wealth Transfer, Alternative Investments, Manage Client..., SQL, SAP ERP, Microsoft Excel, Access, Business Process..., Fixed Annuities, Financial Services, IRAs, Retirement, Financial Planners, Call Centers, Wealth, Finance, Securities, Management, 401k
Education
Metropolitan State College of Denver 1998 — 2013
Finance major - Economics minor
Institute of Business and Finance 2006 — 2007
Certified Funds Specialist Designation, Mutual Funds
Community College of Aurora 1996 — 1998
A.A., Business Management
Indiana University Bloomington 1983 — 1987
Merchandising Management
Seeking employment opportunities - Financial Services,Operations & retirement plan administration November 2014 - Present
Lincoln Trust Co. April 2013 - November 2014
ANB Bank July 2012 - February 2013
Lincoln Trust Company September 2011 - March 2012
Cooney Associates, Inc. January 2011 - April 2011
Oppenheimer Funds, Inc December 2007 - October 2010
Columbia Management - Bank of America June 2004 - August 2007
Joseph Sturniolo & Associates September 2001 - December 2003
Charles Schwab - contracted through Ajilion Financial March 2000 - July 2000
Cyprus Amax Minerals - contracted through Arthur Anderson September 1999 - February 2000
Skills
IRA's, Roth IRA, Mutual Funds, Call Center, Inbound, Client Services, Annuities, SEP, Retirement Planning, 401k Rollovers, Stocks, 529 Plans, Pensions, Wealth Accumulation, Term Life Insurance, Deferred Compensation, Insurance Planning, Universal Life, Employee Benefits, Whole Life, Investments, Bonds, Customer Service, Asset Allocation, Health Insurance, Wealth Transfer, Alternative Investments, Manage Client..., SQL, SAP ERP, Microsoft Excel, Access, Business Process..., Fixed Annuities, Financial Services, IRAs, Retirement, Financial Planners, Call Centers, Wealth, Finance, Securities, Management, 401k
Education
Metropolitan State College of Denver 1998 — 2013
Finance major - Economics minor
Institute of Business and Finance 2006 — 2007
Certified Funds Specialist Designation, Mutual Funds
Community College of Aurora 1996 — 1998
A.A., Business Management
Indiana University Bloomington 1983 — 1987
Merchandising Management
William Allen Spetrino, Jr. William Allen Spetrino, Jr.'s Oppenheimer Funds, Inc Experience April 2000 - November 2002
Job UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. May 2015 - Present
University of South Carolina Beaufort January 2015 - Present
PNC Institutional Investments February 2010 - September 2014
Boyd Watterson Asset Management August 2003 - March 2010
Oppenheimer Funds Inc. April 2000 - November 2002
Education
Wittenberg University 1975 — 1979
B.A., Double major: Business Administration/Economics
Cleveland State University 1984 — 1987
M.A. Economics, Economics
UBS Financial Services, Inc. May 2015 - Present
University of South Carolina Beaufort January 2015 - Present
PNC Institutional Investments February 2010 - September 2014
Boyd Watterson Asset Management August 2003 - March 2010
Oppenheimer Funds Inc. April 2000 - November 2002
Education
Wittenberg University 1975 — 1979
B.A., Double major: Business Administration/Economics
Cleveland State University 1984 — 1987
M.A. Economics, Economics
Stephanie Killen Stephanie Killen's Oppenheimer Funds, Inc Experience April 2000 - October 2003
Job Sr. Accounting/Operations Analyst at Statoil
Industry Oil & Energy
Experience
First River Energy, LLC October 2015 - Present
Statoil August 2011 - September 2015
PBF Energy Company, LLC February 2011 - August 2011
Anadarko Petroleum Corporation September 2006 - October 2010
Western Gas Resources, Inc. February 2006 - September 2006
Duke Energy Field Services, Inc October 2003 - January 2006
Oppenheimer Funds, Inc April 2000 - October 2003
Skills
Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Finance, Internal Controls, Auditing, Accounting, Mergers & Acquisitions, Portfolio Management, Credit, Account Reconciliation, Credit Risk, Cash Flow, Sarbanes-Oxley Act, Corporate Finance, Contract Negotiation, Commodity Markets, Management, Valuation, Due Diligence, Commodity, Trading, Training, Internal Audit, Project Finance, Budgets, Cash Management, Project Management, Collaborative Problem..., Credit Analysis, Relationship Management, Research, Treasury, Analysis, Energy, Forecasting, Natural Gas, Strategy, Petroleum, Crude, Accounts Payable &..., Journal Entries, Collections Management, Inventory Management
Education
University of Houston
Bachelor of Business Administration, Finance
University of Houston
Bachelor of Science, Psychology
First River Energy, LLC October 2015 - Present
Statoil August 2011 - September 2015
PBF Energy Company, LLC February 2011 - August 2011
Anadarko Petroleum Corporation September 2006 - October 2010
Western Gas Resources, Inc. February 2006 - September 2006
Duke Energy Field Services, Inc October 2003 - January 2006
Oppenheimer Funds, Inc April 2000 - October 2003
Skills
Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Finance, Internal Controls, Auditing, Accounting, Mergers & Acquisitions, Portfolio Management, Credit, Account Reconciliation, Credit Risk, Cash Flow, Sarbanes-Oxley Act, Corporate Finance, Contract Negotiation, Commodity Markets, Management, Valuation, Due Diligence, Commodity, Trading, Training, Internal Audit, Project Finance, Budgets, Cash Management, Project Management, Collaborative Problem..., Credit Analysis, Relationship Management, Research, Treasury, Analysis, Energy, Forecasting, Natural Gas, Strategy, Petroleum, Crude, Accounts Payable &..., Journal Entries, Collections Management, Inventory Management
Education
University of Houston
Bachelor of Business Administration, Finance
University of Houston
Bachelor of Science, Psychology
Bob Agan Bob Agan's Oppenheimer Funds, Inc Experience March 1997 - Present
Job SVP, Director Enterprise Risk OppenheimerFunds
Industry Financial Services
Experience
Oppenheimer Funds Inc. March 1997 - Present
Kemper Financial 1989 - 1997
Skills
Mutual Funds, Asset Managment, Series 63, Series 7, Alternative Investments, Securities, Investments, Financial Modeling, Equities, Fixed Income, Asset Allocation, Portfolio Management, Valuation, Leadership, Bloomberg, Banking, Management, Investment Strategies, Financial Analysis, Wealth Management, Investment Advisory, Financial Services, Hedge Funds, Asset Management, Capital Markets, Investment Management, FINRA, Derivatives, Relationship Management, Series 24, Risk Management
Education
Missouri State University 1984 — 1988
BS Cum Laude, Economics Accounting
Oppenheimer Funds Inc. March 1997 - Present
Kemper Financial 1989 - 1997
Skills
Mutual Funds, Asset Managment, Series 63, Series 7, Alternative Investments, Securities, Investments, Financial Modeling, Equities, Fixed Income, Asset Allocation, Portfolio Management, Valuation, Leadership, Bloomberg, Banking, Management, Investment Strategies, Financial Analysis, Wealth Management, Investment Advisory, Financial Services, Hedge Funds, Asset Management, Capital Markets, Investment Management, FINRA, Derivatives, Relationship Management, Series 24, Risk Management
Education
Missouri State University 1984 — 1988
BS Cum Laude, Economics Accounting
Jendayi Harris, MA's Oppenheimer Funds, Inc Experience October 2006 - January 2012
Job Gain 11 Hours Per Week | Increasing Employee Engagement and Productivity | Reducing Email Overwhelm by 44%
Industry Professional Training & Coaching
Experience
McGhee Productivity Solutions August 2014 - Present
Next Level Therapy, LLC August 2012 - March 2015
OppenheimerFunds January 2012 - September 2012
Oppenheimer Funds, Inc October 2006 - January 2012
AllianceBernstein September 2005 - April 2006
Ameriprise Financial Advisors September 2002 - September 2005
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Series 6, professional speaking, presentation, presentation material, Talent Smart Emotional..., Talent Smart Strengths..., Emotional Fitness, Training Facilitation, Motivational Speaking, Building Relationships, Relationship Management, Presentation Material, Sales, Sales Presentations, Public Speaking, Personal Development, Business, Training, Leadership, Leadership Development, Strategy, Start-ups, Therapists, Psychotherapy, CRM, Financial Services, Wellness Coaching, Management, Business Development, Nutritional Counseling, Emotional Intelligence, Relationship Building, Program Management, Consulting, Lifestyle Coaching, Time Management, Counseling Psychology, Small Business, Strategic Planning, Team Building
Education
Colorado Christian University 2009 — 2012
Master's Degree, Counseling Psychology, 3.9 GPA
Seton Hall University 1998 — 2002
B.S., Business Administration, 3.3 GPA/3.7 GPA in Marketing Concentration
Institute for Integrative Nutrition 2005 — 2006
Holistic Health Counseling, Foods, Nutrition, and Wellness Studies, General
Cherokee High School
Diploma, Business
McGhee Productivity Solutions August 2014 - Present
Next Level Therapy, LLC August 2012 - March 2015
OppenheimerFunds January 2012 - September 2012
Oppenheimer Funds, Inc October 2006 - January 2012
AllianceBernstein September 2005 - April 2006
Ameriprise Financial Advisors September 2002 - September 2005
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Series 6, professional speaking, presentation, presentation material, Talent Smart Emotional..., Talent Smart Strengths..., Emotional Fitness, Training Facilitation, Motivational Speaking, Building Relationships, Relationship Management, Presentation Material, Sales, Sales Presentations, Public Speaking, Personal Development, Business, Training, Leadership, Leadership Development, Strategy, Start-ups, Therapists, Psychotherapy, CRM, Financial Services, Wellness Coaching, Management, Business Development, Nutritional Counseling, Emotional Intelligence, Relationship Building, Program Management, Consulting, Lifestyle Coaching, Time Management, Counseling Psychology, Small Business, Strategic Planning, Team Building
Education
Colorado Christian University 2009 — 2012
Master's Degree, Counseling Psychology, 3.9 GPA
Seton Hall University 1998 — 2002
B.S., Business Administration, 3.3 GPA/3.7 GPA in Marketing Concentration
Institute for Integrative Nutrition 2005 — 2006
Holistic Health Counseling, Foods, Nutrition, and Wellness Studies, General
Cherokee High School
Diploma, Business
James Wiley James Wiley's Oppenheimer Funds, Inc Experience November 2002 - April 2003
Job Senior Systems Engineer, Problem Solver
Industry E-Learning
Experience
Skillsoft September 2004 - Present
PUBLIC ABSTRACT CORPORATION April 2003 - September 2004
OPPENHEIMER FUNDS INC November 2002 - April 2003
BITS2 September 2000 - November 2002
OPPENHEIMER FUNDS INC August 1998 - September 2000
Analyst International Corporation March 1997 - July 1998
SUNY Brockport (Educational Opportunity Center) July 1996 - March 1997
Mallinckrodt Medical Inc December 1995 - May 1996
First Federal Savings and Loan May 1994 - December 1995
Skills
Juniper, Network Security, Switches, Red Hat Linux, Cisco Technologies, Firewalls, Routers, Servers, Ubuntu, F5 BigIP, Data Center, Network Design, Disaster Recovery, Checkpoint, Computer Security, MySQL, Networking, Linux, Network Administration, VPN, IP, Nagios, Databases, Cisco IOS, Storage, Solaris
Education
STATE UNIVERSITY OF NEW YORK AT BROCKPORT
Bachelor of Science, Computer Science
Onondaga Community College
Associate of Science, Computer Science
Skillsoft September 2004 - Present
PUBLIC ABSTRACT CORPORATION April 2003 - September 2004
OPPENHEIMER FUNDS INC November 2002 - April 2003
BITS2 September 2000 - November 2002
OPPENHEIMER FUNDS INC August 1998 - September 2000
Analyst International Corporation March 1997 - July 1998
SUNY Brockport (Educational Opportunity Center) July 1996 - March 1997
Mallinckrodt Medical Inc December 1995 - May 1996
First Federal Savings and Loan May 1994 - December 1995
Skills
Juniper, Network Security, Switches, Red Hat Linux, Cisco Technologies, Firewalls, Routers, Servers, Ubuntu, F5 BigIP, Data Center, Network Design, Disaster Recovery, Checkpoint, Computer Security, MySQL, Networking, Linux, Network Administration, VPN, IP, Nagios, Databases, Cisco IOS, Storage, Solaris
Education
STATE UNIVERSITY OF NEW YORK AT BROCKPORT
Bachelor of Science, Computer Science
Onondaga Community College
Associate of Science, Computer Science
Ashley McCaig's Oppenheimer Funds, Inc Experience May 2013 - August 2013
Job
Industry Financial Services
Experience
Allied Insurance a Nationwide Company November 2013 - Present
CALM Water Control Company, LLC January 2010 - November 2014
Oppenheimer Funds Inc. May 2013 - August 2013
Highlands Ranch Community Association March 2012 - December 2012
Skills
Financial Analysis, Legal Compliance, Legal Writing, Sales, Direct Marketing, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Interpersonal..., Analysis, Marketing, Strategic Planning, Microsoft Word, Time Management, Problem Solving, PowerPoint, Team Building
Education
Thomas Jefferson School of Law 2010 — 2012
Law
Fort Lewis College 2004 — 2007
Bachelor of Arts (BA), English Communications
Chatfield Senior High
Allied Insurance a Nationwide Company November 2013 - Present
CALM Water Control Company, LLC January 2010 - November 2014
Oppenheimer Funds Inc. May 2013 - August 2013
Highlands Ranch Community Association March 2012 - December 2012
Skills
Financial Analysis, Legal Compliance, Legal Writing, Sales, Direct Marketing, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Interpersonal..., Analysis, Marketing, Strategic Planning, Microsoft Word, Time Management, Problem Solving, PowerPoint, Team Building
Education
Thomas Jefferson School of Law 2010 — 2012
Law
Fort Lewis College 2004 — 2007
Bachelor of Arts (BA), English Communications
Chatfield Senior High
Venky Neelee's Oppenheimer Funds, Inc Experience March 2012 - Present
Job
Industry Capital Markets
Experience
OppenheimerFunds March 2012 - Present
Oppenheimer Funds Inc. March 2012 - Present
BSQ Analysts Inc September 2010 - Present
Dexia Credit Local October 2011 - February 2012
Hansoft Inc July 2006 - August 2010
Advent 2010 - 2010
Wellington Management July 2006 - October 2008
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Gathering, Integration, Fixed Income, Analysis, Requirements Analysis, Management, Portfolio Management, Markit EDM certified...
Education
BHARATIYA VIDYA BHAVAN 1996 — 1997
PGDPR, Public Relations
ICBM 1995 — 1997
MBA, Marketing, Advertising
BHARATIYA VIDYA BHAVAN 1995 — 1996
PGDAM, Marketing & Advertising
National Institute of Information Technology 1992 — 1995
ADSM, Software Programming
OppenheimerFunds March 2012 - Present
Oppenheimer Funds Inc. March 2012 - Present
BSQ Analysts Inc September 2010 - Present
Dexia Credit Local October 2011 - February 2012
Hansoft Inc July 2006 - August 2010
Advent 2010 - 2010
Wellington Management July 2006 - October 2008
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Gathering, Integration, Fixed Income, Analysis, Requirements Analysis, Management, Portfolio Management, Markit EDM certified...
Education
BHARATIYA VIDYA BHAVAN 1996 — 1997
PGDPR, Public Relations
ICBM 1995 — 1997
MBA, Marketing, Advertising
BHARATIYA VIDYA BHAVAN 1995 — 1996
PGDAM, Marketing & Advertising
National Institute of Information Technology 1992 — 1995
ADSM, Software Programming
Alex Mackzum's Oppenheimer Funds, Inc Experience May 2006 - May 2011
Job Data Management Consultant
Industry Information Services
Experience
Oppenheimer Funds, Inc May 2006 - May 2011
Oppenheimer Funds, Inc June 2001 - May 2006
Access Data Consulting Corporation March 1996 - May 2001
MCI 1994 - 1996
Cap Gemini America 1992 - 1994
Education
California State Polytechnic University-Pomona 1988 — 1992
Oppenheimer Funds, Inc May 2006 - May 2011
Oppenheimer Funds, Inc June 2001 - May 2006
Access Data Consulting Corporation March 1996 - May 2001
MCI 1994 - 1996
Cap Gemini America 1992 - 1994
Education
California State Polytechnic University-Pomona 1988 — 1992
Bud Scully's Oppenheimer Funds, Inc Experience December 2004 - May 2007
Job Senior wholesaler with a well diversified background.
Industry Financial Services
Experience
Dunham & Associates May 2011 - Present
ING RETIREMENT SERVICES January 2007 - June 2010
OPPENHEIMER FUNDS, INC December 2004 - May 2007
FRANKLIN-TEMPLETON INVESTMENTS February 1996 - May 2004
Skills
Mutual Funds, Investments, Retirement Planning, Retirement, Leadership, Selling, Financial Advisory, 401k, Management, Sales, Financial Services, Marketing, Marketing Communications, Banking, Sales Operations
Education
Duquesne University 1968 — 1970
Dunham & Associates May 2011 - Present
ING RETIREMENT SERVICES January 2007 - June 2010
OPPENHEIMER FUNDS, INC December 2004 - May 2007
FRANKLIN-TEMPLETON INVESTMENTS February 1996 - May 2004
Skills
Mutual Funds, Investments, Retirement Planning, Retirement, Leadership, Selling, Financial Advisory, 401k, Management, Sales, Financial Services, Marketing, Marketing Communications, Banking, Sales Operations
Education
Duquesne University 1968 — 1970
Kelly Haney's Oppenheimer Funds, Inc Experience 1994 - Present
Job AVP at OppenheimerFunds
Industry Financial Services
Experience
Oppenheimer Funds, Inc 1994 - Present
PSO 1994 - 1994
Farmland Foods 1990 - 1994
Electronic Data Systems 1984 - 1989
Skills
Application Development, Data Warehousing, Business Intelligence, Cognos, Customer Relations, MDM, Master Data Management, Software Development, Process Improvement, ETL, Business Analysis, Vendor Management, Data Modeling, Customer Service, Requirements Gathering, SDLC, Oracle, Visio, Management, Enterprise Architecture, Business Process, Analytics, Business Process..., Requirements Analysis, IT Strategy, Software Project..., Business Objects, Financial Services, CRM, PMP, Integration, SharePoint, Project Portfolio..., Business Requirements, Agile Project Management, Risk Management, Relationship Management, Program Management, Enterprise Software, Agile Methodologies, Disaster Recovery, PMO, IT Management
Education
University of Nebraska-Lincoln 1981 — 1984
Bachelors, Business
Oppenheimer Funds, Inc 1994 - Present
PSO 1994 - 1994
Farmland Foods 1990 - 1994
Electronic Data Systems 1984 - 1989
Skills
Application Development, Data Warehousing, Business Intelligence, Cognos, Customer Relations, MDM, Master Data Management, Software Development, Process Improvement, ETL, Business Analysis, Vendor Management, Data Modeling, Customer Service, Requirements Gathering, SDLC, Oracle, Visio, Management, Enterprise Architecture, Business Process, Analytics, Business Process..., Requirements Analysis, IT Strategy, Software Project..., Business Objects, Financial Services, CRM, PMP, Integration, SharePoint, Project Portfolio..., Business Requirements, Agile Project Management, Risk Management, Relationship Management, Program Management, Enterprise Software, Agile Methodologies, Disaster Recovery, PMO, IT Management
Education
University of Nebraska-Lincoln 1981 — 1984
Bachelors, Business
Scott Cottier's Oppenheimer Funds, Inc Experience September 2002 - Present
Job Sr. Portfolio Manager at Oppenheimer Funds Inc.
Industry Investment Management
Experience
Oppenheimer Funds Inc. September 2002 - Present
OppenheimerFunds, Inc., Rochester Division, Rochester, New York 2002 - Present
Victory Capital Managment June 1995 - August 2002
Skills
Investment Strategies, Capital Markets, Tactical Asset..., Asset Allocation
Education
Harvard University, John F. Kennedy School of Government 2012 — 2012
Behaviroal Finance
Case Western Reserve University - Weatherhead School of Management 1994 — 1997
MBA
John Carroll University 1990 — 1994
Mathematics
Oppenheimer Funds Inc. September 2002 - Present
OppenheimerFunds, Inc., Rochester Division, Rochester, New York 2002 - Present
Victory Capital Managment June 1995 - August 2002
Skills
Investment Strategies, Capital Markets, Tactical Asset..., Asset Allocation
Education
Harvard University, John F. Kennedy School of Government 2012 — 2012
Behaviroal Finance
Case Western Reserve University - Weatherhead School of Management 1994 — 1997
MBA
John Carroll University 1990 — 1994
Mathematics
Lisa (Drury) Ogren's Oppenheimer Funds, Inc Experience 2002 - Present
Job VP Finance at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2002 - Present
Oppenheimer Funds Inc. 2002 - Present
Accenture (Andersen Consulting) 1992 - 1996
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance & Marketing
University of Notre Dame
BA, German & Computer Applications
OppenheimerFunds 2002 - Present
Oppenheimer Funds Inc. 2002 - Present
Accenture (Andersen Consulting) 1992 - 1996
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance & Marketing
University of Notre Dame
BA, German & Computer Applications
Sam Freedman's Oppenheimer Funds, Inc Experience 1980 - 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
OppenheimerFunds June 1996 - Present
OppenheimerFunds, Inc. 1980 - 1994
Oppenheimer Funds Inc. 1980 - 1994
OppenheimerFunds 1991 - 1993
Skills
Coaching, Team Building, Financial Planning, Investments, Operations Management, Change Management, Risk Management, Alternative Investments, Strategic Financial..., Mergers & Acquisitions, Mutual Funds, Securities, Financial Analysis, Series 7, Asset Management, Equities, Asset Allocation, Portfolio Management, Financial Services, Wealth Management, Management
Education
University of Colorado at Denver 1995 — 1997
None, Photography
Arizona State University, W. P. Carey School of Business 1958 — 1962
Bachelor's degree, Finance and Financial Management Services
OppenheimerFunds June 1996 - Present
OppenheimerFunds, Inc. 1980 - 1994
Oppenheimer Funds Inc. 1980 - 1994
OppenheimerFunds 1991 - 1993
Skills
Coaching, Team Building, Financial Planning, Investments, Operations Management, Change Management, Risk Management, Alternative Investments, Strategic Financial..., Mergers & Acquisitions, Mutual Funds, Securities, Financial Analysis, Series 7, Asset Management, Equities, Asset Allocation, Portfolio Management, Financial Services, Wealth Management, Management
Education
University of Colorado at Denver 1995 — 1997
None, Photography
Arizona State University, W. P. Carey School of Business 1958 — 1962
Bachelor's degree, Finance and Financial Management Services
Aaron Rich's Oppenheimer Funds, Inc Experience 2006 - 2009
Job Chief Operating Officer at Mu Brewery, Inc
Industry Investment Management
Experience
The Mutual Fund Store October 2009 - Present
S&S Books, LLC March 2013 - Present
Trilogy Financial Services April 2009 - October 2009
Oppenheimer Funds Inc 2006 - 2009
Wal-Mart September 2001 - December 2006
Skills
Investments, Mutual Funds, Series 7, Financial Services, Team Building, Asset Management, Sales, Leadership, Call Centers, Insurance, Risk Management, Relationship Management, IRAs, Roth IRA, Series 65, Trusts, SEP IRA, Simple IRA, 401k, 401k Rollovers, 403 b, Wealth Management..., Securities, Portfolio Management, Variable Annuities, Retirement Planning, Retirement Savings, Qualified Retirement..., Series 63, Series 6, Coverdell, 529 Plans, Asset Allocation, Microsoft Excel, Banking, Process Improvement, Finance, CRM, Fixed Annuities, Wealth Management, Strategic Financial..., FINRA, Retirement, Investment Advisory
Education
Metropolitan State University of Denver 2008 — 2012
Mile High Adventist Academy 1984 — 2006
The Mutual Fund Store October 2009 - Present
S&S Books, LLC March 2013 - Present
Trilogy Financial Services April 2009 - October 2009
Oppenheimer Funds Inc 2006 - 2009
Wal-Mart September 2001 - December 2006
Skills
Investments, Mutual Funds, Series 7, Financial Services, Team Building, Asset Management, Sales, Leadership, Call Centers, Insurance, Risk Management, Relationship Management, IRAs, Roth IRA, Series 65, Trusts, SEP IRA, Simple IRA, 401k, 401k Rollovers, 403 b, Wealth Management..., Securities, Portfolio Management, Variable Annuities, Retirement Planning, Retirement Savings, Qualified Retirement..., Series 63, Series 6, Coverdell, 529 Plans, Asset Allocation, Microsoft Excel, Banking, Process Improvement, Finance, CRM, Fixed Annuities, Wealth Management, Strategic Financial..., FINRA, Retirement, Investment Advisory
Education
Metropolitan State University of Denver 2008 — 2012
Mile High Adventist Academy 1984 — 2006
Suzie Lopata's Oppenheimer Funds, Inc Experience 1993 - Present
Job Senior Money Market Trader at OppenheimerFunds
Industry Financial Services
Experience
Oppenheimer Funds Inc. 1993 - Present
Skills
Mutual Funds, Money Market, Fixed Income
Education
University of Colorado Denver 2005 — 2007
MBA, Business
University of Northern Colorado 1979 — 1982
BS, Business Administration
Oppenheimer Funds Inc. 1993 - Present
Skills
Mutual Funds, Money Market, Fixed Income
Education
University of Colorado Denver 2005 — 2007
MBA, Business
University of Northern Colorado 1979 — 1982
BS, Business Administration
Cynthia Mollner's Oppenheimer Funds, Inc Experience July 1993 - December 2009
Job Assistant at Penny Lane Assisted Living
Industry Hospital & Health Care
Experience
Penny Lane Assisted Living February 2014 - Present
Abbey Road Residential Assisted Living March 2012 - October 2013
Oppenheimer Funds, Inc July 1993 - December 2009
Skills
Microsoft Office, Outlook, Event Planning, Leadership, Management, Accounts Payable, PowerPoint, Fundraising, Microsoft Excel, Invoicing, Teamwork, Customer Service
Education
Arapahoe Community College 1991 — 1993
Secretarial Science
Penny Lane Assisted Living February 2014 - Present
Abbey Road Residential Assisted Living March 2012 - October 2013
Oppenheimer Funds, Inc July 1993 - December 2009
Skills
Microsoft Office, Outlook, Event Planning, Leadership, Management, Accounts Payable, PowerPoint, Fundraising, Microsoft Excel, Invoicing, Teamwork, Customer Service
Education
Arapahoe Community College 1991 — 1993
Secretarial Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY