OppenheimerFunds Company
Industry: Company
DescriptionHeadquarters: New York City, New York, United States 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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OppenheimerFunds Employees
OppenheimerFunds October 2008 - Present
OppenheimerFunds January 2006 - October 2008
Charles Schwab September 2005 - December 2005
First Federal Bank of California August 2002 - August 2005
Community First Home Mortgage August 2001 - July 2002
Janus Funds September 1999 - August 2001
Skills
Series 7, 401k, Asset Allocation, Mutual Funds, Separately Managed..., Investments, Retirement, Retirement Planning, Alternative Investments, Series 63, Investment Strategies, Financial Planning, Sales, Chartered Retirement..., Business Travel, Budget Management, Sales Presentations, Presentation Skills, Business Planning, Business Development
Education
Austin Community College 1987 — 1988
Basic Studies
Community College of Aurora
OppenheimerFunds July 2012 - Present
Vanguard May 2006 - June 2012
Skills
Coaching, Team Leadership, Staff Development, Series 7, Series 63, FINRA
Education
Arizona State University 2003 — 2005
Bachelor of Arts (B.A.), Political Science and Sociology
University of Colorado at Boulder 2001 — 2002
ECSTeam September 2013 - Present
Molycorp Minerals, LLC December 2011 - September 2013
Pixel Wonders, LLC November 2001 - September 2013
Fireball Creative August 2008 - March 2012
Aquent October 2009 - November 2011
OppenheimerFunds August 2004 - January 2009
Wyoming Network June 2002 - June 2007
Quantum Networking Solutions, Inc. October 2000 - November 2001
Skills
Wordpress Design, Web Design, Web Development, Graphic Design, PREZI, HTML, XHTML, CSS, PHP, phpMyAdmin, cPanel, MySQL, SharePoint, DotNetNuke, Windows 7, Linux Server, SharePoint Designer, osCommerce, ZenCart, Web Standards, JavaScript, Social Media, SEO, AJAX, Flash, Facebook, Marketing Communications, Drupal, XP, Web Applications, User Experience, ASP, Dreamweaver, E-commerce, WordPress, Logo Design, HTML 5, Nintex, User Experience Design, Blogging, Corporate Branding, jQuery, Front-end, Employee Training, Usability, Google Analytics, Branding Experience, User-centered Design, Windows XP
Education
Ameriteach 2013 — 2013
SharePoint 2010 Developer Bootcamp
Mountain States Employers Council 2008 — 2008
Instructional Design
University of Northern Colorado 1986 — 1989
Business Management
Arapahoe Community College 1985 — 1986
General Studies
OppenheimerFunds July 2013 - Present
Avaya October 2008 - July 2013
Intermedia May 2013 - June 2013
McKesson 2004 - 2008
McKesson 2002 - 2004
Skills
Avaya, VoIP, Telecommunications, Unified Communications, IP, Telephony, Wireless, IVR, CTI, Ethernet, ISDN, TCP/IP, Media Gateways, Linux, IT Solutions, Microsoft Exchange, Unix, Oracle SQL, Microsoft SQL Server, VPN, Remedy Ticketing System, Siebel, Vantive, Supervising, LAN-WAN, Windows Server, Data Center, Server Administration, Sales, Direct Sales, Customer Support, Software Engineering, Telecommunication..., Sales Presentations, Presentations, Mentoring, Professional Mentoring, Training Delivery, Network Administration, System Administration, Database Administration, Help Desk Support, Computer Hardware, Hardware Support, Hardware Diagnostics, Customer Oriented, Enterprise Software, Troubleshooting, SQL
Education
John F. Kennedy 1989 — 1993
Arapahoe Community College
Norgren January 2013 - Present
Norgren December 2004 - December 2012
Norgren March 2001 - December 2004
Norgren April 1996 - March 2001
Norgren October 1993 - March 1996
OppenheimerFunds May 1993 - October 1993
Oppenheimer & Co. January 1992 - May 1993
Republic National Bank April 1991 - January 1992
TeleCheck August 1990 - April 1991
Skills
Financial Analysis, Marketing Communications, Business Management, Project Management, Six Sigma Greenbelt, Team Leadership, Strategic Planning, Product Development, Product Management, Team Building, Value Stream Mapping, Customer Relations, Production Planning, Change Management, Process Improvement, Marketing Strategy, Pneumatics, Planning, Microsoft Office, Cross-functional Team..., Excel, Team Management, Customer Service, International Business, Six Sigma, Supply Chain, Microsoft Excel, Supply Chain Management, Pricing, Management, Manufacturing, Project Planning
Education
Metropolitan State College of Denver 1988 — 1990
Bachelor of Science, Marketing
Arapahoe Community College 1986 — 1988
Associate of Science, Business
OppenheimerFunds January 2001 - Present
Target August 1997 - August 2003
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Strategic Planning, Risk Management, Microsoft Word, Change Management, Process Improvement, Negotiation
Education
Arapahoe Community College 1997 — 2000
Bachelor of Arts (BA), Mass Communication/Media Studies
Hutchinson Community College 1992 — 1994
OppenheimerFunds February 2003 - Present
Columbia Business School 2003 - Present
J&W Seligman 1996 - 2003
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (MBA)
Barnard College 1985 — 1989
Bachelor of Arts (BA)
US Army July 2012 - Present
Challenge Entertainment May 2014 - Present
ARMY September 2008 - July 2012
US Army July 2003 - October 2008
US Army July 2001 - July 2003
OppenheimerFunds August 2000 - July 2001
Skills
Intelligence Analysis, Army, Military Operations, National Security, Operational Planning, Relational Databases, Security Clearance, DoD, Command, Government, Force Protection, Counterintelligence, Intelligence, Counterinsurgency
Education
St. John's University Rome Campus Graduate Programs 1997 — 1999
Master of Arts (M.A.), International Relations and Affairs
Saint John's University 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
OppenheimerFunds June 2006 - Present
Mountainview Travel December 2004 - November 2005
Denali Alaskan Federal Credit Union 1996 - 2002
Skills
Bloomberg, Asset Allocation, Alternative Investments, 401k, IRAs, Fixed Income, Mutual Funds, Series 6, NASD, FINRA, Uniform Combined State..., Separately Managed..., 529 Plans, Municipal Bonds, Series 65, Roth IRA, CRPC, ETFs, Morningstar, Equities, Retirement Plan..., Financial Services, Financial Advisory, Investment Strategies, Certified Financial..., Retirement, Investment Management, Profit Sharing, Finance
Education
Arapahoe Community College 1983 — 1985
OppenheimerFunds September 2013 - Present
NYC Comptrollers June 2011 - September 2013
Azix, Inc June 2010 - June 2011
Marc Albaum CPA September 2008 - June 2011
VITA- Volunteer Income Tax Association January 2009 - April 2009
St. John Episcopal Hospital September 2008 - March 2009
Sports and Arts in Schools Foundation June 2005 - August 2008
Baruch College February 2008 - April 2008
Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Accounting, Social Media, Customer Service, Time Management, Leadership, Auditing, Bookkeeping, Accounts Payable, Tax, General Ledger, Analysis, Internal Controls
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
BBA, Major: Acccounting, Minor: Law
OppenheimerFunds September 2014 - Present
Morgan Stanley June 2010 - July 2014
Citi 1998 - 2010
Solomon Smith Barney 1997 - 1998
Skills
Business Analysis, Software Project..., Data Warehousing, Software Development, SQL, SDLC, Requirements Analysis, DB2, Visio, Integration, Mainframe, Asset Management, Portfolio Management..., Risk Management, Quality Center, Microsoft Office, Project Management..., JIRA, Cognos, Microsoft SQL Server, Financial Services, Microsoft Excel, Financial Reporting, MS Office, Wealth Management..., Information Security, PowerBuilder, Business Requirements, Data Analysis, Planview
Education
Bryant & Stratton College - Buffalo 1993 — 1994
Associate's Degree, Accounting and Computer Science
On line learning, Skills Soft
Belaruski Dzjaržauny Ekanamièny Universitet
Bachelor's Degree, Economics
OppenheimerFunds 2001 - 2013
Citigroup Asset Management 1999 - 2001
Pzena Investment Management 1997 - 1999
Booz Allen Hamilton 1995 - 1997
Arthur Andersen & Co. 1990 - 1993
Skills
Mutual Funds, Equities, Portfolio Management, Bloomberg, Alternative Investments, Financial Services, Investments, Fixed Income, Risk Management, Equity Research, Asset Allocation, Series 7, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Bentley University 1986 — 1990
Bachelor of Science (BS), Accounting
PENSCO Trust Company September 2013 - Present
OppenheimerFunds March 2013 - August 2013
Ultimate Staffing March 2011 - March 2013
Office Max October 2009 - March 2011
Jackson National Life December 2007 - August 2009
Exempla Healthcare July 2004 - March 2006
Skills
Microsoft Office, Customer Service, Administrative Support, Access, Administrative..., Data Entry, Leadership, Microsoft Excel, Microsoft Word, Outlook, Payroll, PowerPoint, Problem Solving, Spreadsheets, Team Building, Telephone Skills, Time Management, Training
Education
Metropolitan State College of Denver 2004 — 2010
Bachelor of Arts, Behavioral Science
Arapahoe Community College 1999 — 2002
Associate of Science, General Science
Columbine High School 1996 — 1999
High School Diploma, General Studies
Sage Advisory August 2015 - Present
OppenheimerFunds January 2002 - June 2015
The Hartford 2000 - 2002
Welch Allyn 1995 - 2000
HOM Medical 1994 - 1995
Skills
Series 7, Series 63, Investments, Alternative Investments, Mutual Funds, Separately Managed..., Hedge Funds, Portfolio Management, Risk Management, Limited Partnerships, Financial Services, Business Analysis, Financial Analysis, Process Improvement, Leadership, Equities, Finance, Motivational Speaking, Defined Contribution, Defined Benefit, 401k, Private Equity, Real Estate, Wealth Management, Asset Allocation, Management, Investment Management, Sales, Securities, Financial Planning
Education
Arizona State University 1989 — 1994
Bachelor of Science, Marketing
OppenheimerFunds March 2015 - Present
OppenheimerFunds October 2011 - Present
Jackson National Asset Management, LLC May 2008 - October 2011
Denver Broncos January 2008 - May 2008
Kroenke Sports & Entertainment December 2005 - January 2008
Kroenke Sports & Entertainment April 2005 - May 2005
Kroenke Sports & Entertainment 2005 - 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Investments, Sales, Leadership, Public Speaking, Financial Planning, Strategic Planning, Insurance, Team Building, Financial Services, Mutual Funds, Retirement Planning, Series 63, Series 7, Retirement, 401k, Asset Allocation, Securities, Finance, Fixed Annuities, Series 6, Consulting, Relationship Management, Salesforce.com, Relationship Building, IRAs
Education
University of Colorado Denver 2004 — 2006
Bachelor's Degree, Political Science & Communication
American University 2003 — 2003
Study Abroad - Peace and Conflict Resolution
OppenheimerFunds June 2015 - Present
Northern Trust Asset Management June 2013 - May 2015
Northern Trust Asset Management November 2009 - June 2013
Northern Trust Asset Management November 2007 - November 2009
Amerijet International July 2006 - December 2006
Smith Barney February 2006 - July 2006
Skills
Portfolio Management, Investment Management, Fixed Income, Fund Of Funds, Asset Allocation, Investment Strategies, Alternative Investments, Equities, Relationship Management
Education
Barry University 2003 — 2007
B.S., Finance
New York Society of Security Analyst - Level I, II & III CFA courses
Recon Capital Partners February 2014 - Present
Ventus September 2011 - February 2014
OppenheimerFunds May 2010 - September 2011
OppenheimerFunds February 2008 - May 2010
Skills
Investments, Business Development, Relationship Management, New Business Development, Management, Sales Presentations, Series 7, Marketing, Sales, Strategic Partnerships, Series 63, Investment Strategies, Solution Selling, Series 24
Education
Arizona State University 2003 — 2007
OppenheimerFunds, Inc. September 2004 - Present
OppenheimerFunds 2004 - 2014
Group Voyagers 1999 - 2004
The F.U.N.D. September 2001 - January 2003
Skills
Accounts Payable, Process Improvement, Customer Service, Problem Solving, Team Building, Team Leadership, Research, Nonprofits, Outlook, Budgets, Microsoft Excel, Financial Analysis, Analysis, Training, Accounting, Leadership, Business Analysis, Project Management, Vendor Management
Education
Regis University 2008 — 2014
Bachelor's, Applied Psychology, specializing in Positive Psychology with a minor in Organizational Development, Magna Cum Laude
Arapahoe Community College
General studies
Mesa State College
OppenheimerFunds August 2015 - Present
Armstrong Steel January 2015 - April 2015
Native Rank September 2014 - December 2014
Native Rank July 2014 - October 2014
Encore Nationwide June 2014 - July 2014
Farmers Insurance October 2013 - March 2014
Futbol Club August 2013 - October 2013
Insurance Auto Auctions December 2012 - March 2013
Staffing Kansas City October 2012 - December 2012
CenturyLink March 2012 - October 2012
Skills
Customer Service, Marketing, Public Speaking, Customer Satisfaction, Public Relations, Sales, Property & Casualty..., SEO, New Business Development, Management, Selling, Digital Marketing, Advertising, Competitive Analysis, Social Media Marketing, Marketing Strategy, Online Marketing, Account Management, Strategic Planning, Social Media, Social Networking, Team Building, Leadership, Event Planning, Sales Management, Entrepreneurship, Event Management, Business Development, Negotiation
Education
Ashford University 2011 — 2013
Bachelor's, Public Relations/Marketing
Kirkwood Community College 2006 — 2008
Associate of Arts, Liberal Arts
MassMutual Financial Group May 2014 - Present
TEDxSpringfield December 2012 - Present
MassMutual Financial Group December 2013 - May 2014
MassMutual Financial Group July 2009 - December 2013
MassMutual January 2009 - July 2009
MassMutual March 2008 - December 2008
MassMutual Financial Services September 2007 - March 2008
OppenheimerFunds 2006 - 2007
Bostonian Group June 2003 - June 2004
Fidelity Investments April 2002 - June 2003
Skills
Business Strategy, Enterprise Risk..., Risk Management, Operations Management, Non-profits, Corporate Benefits, Mutual Funds, Qualified Retirement..., Leadership, Strategy, Health Insurance, Retirement, Nonprofits, Policy, Financial Analysis, Employee Benefits, CRM, Vendor Management, Management, Executive Management, Product Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Corporate Strategy
American University 1992 — 1996
BA, Justice
Westlake High School 1989 — 1992
OppenheimerFunds June 2014 - Present
American Express December 2012 - June 2014
American Express April 2010 - October 2012
American Express June 2004 - April 2010
Register.com June 2001 - June 2004
GORP.com October 1999 - May 2001
Infinet Internet Solutions July 1997 - August 1999
Skills
Analytics, Information Architecture, Mobile Devices, Customer Research, Metrics, Digital Strategy, Omniture, User Experience, Web Analytics, Digital Marketing, E-commerce, Customer Experience, Interactive Marketing, Product Management, Customer Acquisition, Social Media, Strategy, Mobile Applications, Cross-functional Team..., Web Project Management, B2B, Product Development, Leadership
Education
Arizona State University
BS, Marketing
Staples May 2011 - Present
OppenheimerFunds August 1994 - July 2009
Skills
Customer Service..., User Interface Design, Microsoft Office, Microsoft Excel, Microsoft Word, Kana, Time Management, Written Communication, Avaya Technologies, Kronos Timekeeping, Work At Home
Education
Saint Leo University 2012 — 2015
Bachelor's degree, Business Administration and Management, General, 3.334
Empire Beauty School-State College 2010 — 2011
Cosmetology License, Cosmetology, Barber/Styling, and Nail Instructor, 4.0
Arapahoe Community College 1994 — 1996
Associate's Degree, General Studies, 3.0
North High School 1982 — 1984
Diploma, General Studies
OppenheimerFunds June 2009 - January 2011
OppenheimerFunds June 2007 - May 2009
OppenheimerFunds June 2006 - May 2007
Babson College November 2005 - May 2006
Blue Slate Solutions May 2005 - August 2005
Skills
Business Analysis, Financial Modeling, Project Management, Investments, Program Management, Business Strategy, Financial Analysis, Market Research, Process Improvement, Analytics, Strategic Planning, Salesforce.com, Business Development, Entrepreneurship, Leadership, Management Consulting, Strategy, SDLC
Education
Babson College 2002 — 2006
Bachelor of Science, Entrepreneurship
Clayton A Bouton Jr Sr High School 1998 — 2002
OppenheimerFunds September 2009 - Present
Dune Consulting LLC January 2009 - September 2009
Goldman Sachs & Co. January 2001 - November 2008
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
B.A., Finance, Accounting, Economics
Peterhouse College
OppenheimerFunds September 1997 - August 2013
Schroders August 1984 - August 1997
Dreyfus July 1981 - July 1984
Skills
Asset Allocation, Portfolio Management, Risk Management, Investments, Alternative Investments, Product Development, Fund Of Funds, Investment Strategies, Equities, Portfolio Optimization, Model Portfolios, Business Strategy, Financial Risk, Investment Management, Mutual Funds, Strategy, Global Tactical Asset..., Portfolio Construction, Asset Management, Hedge Funds, Commodity, Target Date Funds, 529 Plans, Trustee, Board Projects, Proxy Voting, Manager Selection, Performance Attribution, Stock Picking
Education
Saint John's University 1980 — 1981
Master of Business Administration (MBA), Finance, General
Baruch College 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Morgan Stanley October 2014 - Present
JPMorgan Chase July 2013 - October 2014
Seelig Law Offices, LLC April 2012 - October 2012
Kuniansky & Associates August 2010 - May 2011
Sony Music Entertainment June 2009 - August 2009
OppenheimerFunds June 2008 - August 2008
Murray & Murray January 2008 - April 2008
Skills
Legal Research Skills, Legal Writing, Trial Practice, Client Representation, Legal Research, Civil Litigation, Criminal Defense..., Motions, AML, Employee Training, Due Diligence, Compliance, Trials, Document Review, Litigation Support, Administrative Law, Legal Documents
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2010
J.D., Law
Suffolk University Law School 2007 — 2008
Doctor of Law (J.D.), Law
University of Florida 2003 — 2007
Bachelor of Science, Advertising, School of Journalism and Communications
Pine Crest School 1999 — 2003
OppenheimerFunds 2014 - Present
GE Asset Management 2008 - 2014
GE Asset Management 2004 - 2008
Institutional Investor, Inc 2002 - 2004
Institutional Investor, Inc 1997 - 2004
Institutional Investor, Inc 1994 - 1997
Skills
Integrated Marketing, CRM, Marketing Communications, Asset Management, Product Development, Marketing Strategy, Digital Marketing, Marketing, B2B, Thought Leadership, Market Research &..., New Business Development, Institutional Investing, Global Sales Support, Entrepreneurship, Client Service, Client Relationship..., Team Leadership, Team Building, Process Management, Equities, Alternative Investments, Private Equity, Private Placements, Writing/Editorial
Education
American University
MA, Communications/Public Policy Journalism
Gettysburg College
BA, Political Science, Economics
DaVita Kidney Care June 2015 - Present
Catholic Health Initiatives October 2012 - February 2015
OppenheimerFunds March 2007 - February 2012
OppenheimerFunds June 2010 - November 2010
OppenheimerFunds June 1997 - March 2007
OppenheimerFunds June 1996 - June 1997
Skills
Risk Management, Business Continuity, Information Security, Financial Risk, Disaster Recovery, Financial Services, Business Continuity..., Sarbanes-Oxley Act, Business Analysis, Vulnerability Management, IT Audit, ITIL, IT Service Management, Risk Based Testing, Enterprise Risk..., Internal Audit, Active Directory, Troubleshooting, Windows 7, Software Installation, Computer Hardware, Process Improvement, Access, Visio, SharePoint, Microsoft SQL Server, Vendor Management, Network Security, Data Center, Technical Support, Information Technology, CISA, Risk Assessment, Incident Management, Information Security..., Databases, Data Security, IT Management, Analysis, Auditing, Sarbanes-Oxley, Governance, Security
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
OppenheimerFunds May 2015 - Present
OppenheimerFunds February 2014 - April 2015
OppenheimerFunds March 2012 - February 2014
OppenheimerFunds November 2010 - March 2012
Chick-fil-A May 2002 - October 2010
Skills
Customer Service, Business Management, Series 6, Teamwork, Customer Experience, Management, Risk Assessment, Coaching, Staff Development, Public Speaking, Team Leadership
Education
Baylor University - Hankamer School of Business 2006 — 2010
BS, Management
Mile High Montessori Early Learner Center March 2015 - Present
OppenheimerFunds April 2011 - Present
OppenheimerFunds November 2009 - Present
Internal Revenue Service October 2008 - November 2009
United States Air Force July 2008 - October 2008
US Army March 2006 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Leadership, Team Leadership, Public Speaking, Management, Financial Services, Process Improvement, Training, Sales, Investments, Social Media, Strategic Planning, Time Management, Program Management, Event Planning
Education
Ashford University 2014 — 2015
Master's degree, Non-Profit/Public/Organizational Management, 4.0
University of Puerto Rico-Rio Piedras 2002 — 2003
Certificte, Early Childhood Education and Teaching
University of Puerto Rico 1996 — 2001
Bachelor of Arts (BA), Education/Teaching of Individuals in Elementary Special Education Programs
OppenheimerFunds, Inc. January 2008 - Present
OppenheimerFunds April 2004 - January 2008
OppenheimerFunds September 2000 - April 2004
OppenheimerFunds April 1999 - September 2000
Skills
Technology Solution..., Financial Sector, Asset Management, Salesforce.com, Business Process, Vendor Relationship..., Software Development, Team Leadership, Agile Methodologies, CTI, Software Project..., Requirements Analysis, Business Analysis, Cloud Computing, iPhone, Customer Interaction, Architecture, Salesforce1, Force.com, Call Center, SharePoint, Integration, SQL, Chatter, Performance Tuning, PL/SQL, ETL, Siebel EIM, Enterprise Mobility, Siebel Administration, Technical Staff..., End User Training, Access, System Deployment, Siebel CRM, Oracle, Databases, Pyxis, PyxisMobile, Siebel EAI, End User Support, Social Enterprise, Process Engineering, Performance Management, SQL Tuning, Mentoring, Application Development, Visual Basic, SQL Server, Record Of Success
Education
City University of New York-Brooklyn College 1995 — 1998
Undergraduate studies toowards BS
Odessa National Academy of Food Technologies 1993 — 1994
Undergraduate studies towards BS
OppenheimerFunds May 2011 - Present
ASCAP August 2003 - February 2011
BearingPoint August 2003 - June 2005
Skills
Requirements Analysis, Data Warehousing, Oracle, Requirements Gathering, Systems Analysis, Data Modeling, Business Objects, Oracle PL/SQL..., PL/SQL, Microsoft SQL Server, Program Management, Crystal Reports, Database Design, Visio, Sybase, Enterprise Architecture, SDLC, Databases, SharePoint, Business Analysis, ETL, Analysis, Software Project..., SQL, Unix, Agile Methodologies, Software Development, Agile Project Management, Scrum, Data Analysis, JIRA, Security Management, MarkIt EDM, Integration, User Acceptance Testing, IT Strategy, Management
Education
New York University 2014 — 2014
School Of Continuing & Professional Studies, Fundamental Project Management
New York University 2012 — 2012
School Of Continuing & Professional Studies, Accounting and Finance, B
New York University 2009 — 2009
Skill Improvement, Business Writing, Advanced Course
LIU Brooklyn 1997 — 1998
English
School of Computer Programming 1994 — 1995
Certificate, Visual Basic, MS Access, MS Excel, VBA, Relation Database Essentials
Mykolajiv State Pedagogical University 1988 — 1993
BA, History
Harbridge Consulting Group a BPAS Company October 2013 - Present
ING July 2011 - October 2013
DailyAccess Corp January 2007 - April 2011
J.B. Hanauer & Co January 1993 - January 2007
OppenheimerFunds January 1990 - January 1993
Oppenheimer Management January 1986 - January 1990
Skills
Microsoft Excel, Microsoft Word, Sales Management, Sales Presentations, Sales, Training, Marketing, Sales Operations, Direct Sales, Sales Process, Investment Management, Program Management, Asset Management, Time Management, Insurance, Financial Planners, Consulting, Account Management, Salesforce.com, New Business Development, Business Planning, Management, Customer Service, Relationship Management, Financial Planning
Education
Arizona State University 1980 — 1982
Bachelor of Arts, History; Economics
State University of New York College at Plattsburgh 1975 — 1977
OppenheimerFunds May 2015 - Present
JCPenney October 2013 - September 2014
Polaris Int August 2012 - February 2013
Polaris Int February 2012 - July 2012
LinkGroup Trade September 2011 - February 2012
LinkGroup Trade January 2010 - September 2011
ELF Media 2009 - 2009
Skills
Sales Management, FMCG, Purchasing, Consumer Products, Product Management, Project Management, Operations Management, Market Analysis, Strategic Planning, Marketing Strategy, Market Research, Negotiation, Business Planning, Microsoft Excel, Financial Analysis, Business Strategy, Budgets, Strategy, Vendor Relationships, E-commerce, Data Analysis, Marketing Communications, Microsoft Dynamics, Microsoft Office, PowerPoint, Forecasting, Sales, Pricing, Logistics, Marketing Management, Product Development, Contract Negotiation, Business Development, Supply Chain, Team Management, Procurement, New Business Development, Management Consulting, Manufacturing, Process Improvement, Management, Change Management, Leadership, Outsourcing, P&L, Strategic Partnerships, Supply Chain Management, Marketing, Entrepreneurship, Retail
Education
Belgorod State University 2004 — 2009
Bachelor's degree, International Economics
Belgorod State University 2004 — 2009
Masters, International Economics
J P Morgan September 2005 - Present
Bear Stearns September 2005 - May 2009
Legg Mason 1997 - 2005
OppenheimerFunds 1989 - 1998
Skills
Sailing, Guitar, Equities, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Securities, Asset Management, Investment Banking, Bloomberg, Series 63, Wealth Management, Structured Products, Electronic Trading, Mutual Funds, Prime Brokerage, Asset Allocation, Investments, Investment Advisory, Bonds, FINRA, Options, Due Diligence, Investment Management, Financial Markets, ETFs, Equity Trading, Financial Services, Investment Strategies, Trading, Banking, Finance, Private Equity
Education
Baruch College
Forest Hills High School
Rackspace Hosting October 2012 - Present
Nike April 2012 - September 2012
Yahoo! April 2011 - April 2012
eBay November 2010 - April 2011
Wells Fargo July 2010 - November 2010
JPMorgan Chase August 2009 - July 2010
Virtusa India Private Limited 2003 - 2010
OppenheimerFunds October 2008 - April 2009
Metavante Corporation October 2007 - October 2008
JPMorgan Chase August 2005 - October 2007
Skills
Java, J2EE, Spring, Hibernate, Web Services, REST, SOAP, OOAD, Design Patterns, Servlets, Struts, JSP, XML, AJAX, iBatis, JSF, Tomcat, SOA, JDBC, Mockito, JUnit, Agile Methodologies, Apache Camel, Fitnesse, Git Repository, Subversion, JBoss Application Server, Eclipse, Team Leadership, Version One, Java Enterprise Edition, Weblogic, Java, Ant, Unix
Education
Acharya Nagarjuna University 1997 — 2000
MCA, Computer Science
OppenheimerFunds July 2014 - Present
Liquidnet March 2012 - July 2014
Liquidnet May 2011 - March 2012
ESP Technologies February 2008 - December 2010
Buro Happold 2006 - 2008
Skills
Derivatives, Trading, Equities, Trading Systems, Electronic Trading, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MS Quantitative Methods and Modeling, Finance
University of Connecticut 1986 — 1990
BSCE, Civil Engineering
OppenheimerFunds February 2015 - Present
Self-Published July 2013 - Present
Rosetta April 2007 - January 2015
US Army November 2002 - November 2006
Skills
PADI Rescue Diver, Strategic Planning, Marketing Strategy, Analytics, Cross-functional Team..., Public Speaking, Research, Leadership, Data Analysis, Strategy, Management, Competitive Analysis, Digital Marketing, Segmentation, Marketing, Market Research, Integrated Marketing, Digital Strategy, Business Strategy
Education
University of Pennsylvania 1998 — 2002
B.A., History
Phillips Academy 1994 — 1998
Saint Thomas Choir School 1991 — 1994
Morgan Stanley February 2013 - Present
Aberrant Consulting LLC March 2012 - February 2013
iShares March 2009 - December 2011
Morgan Stanley 2006 - November 2009
College Savings Foundation 2006 - 2009
Allianz Global Investors November 2001 - May 2006
Allianz Global Investors February 2000 - November 2001
PIMCO May 1996 - February 2000
OppenheimerFunds April 1995 - May 1996
OppenheimerFunds September 1991 - April 1995
Skills
Mutual Funds, Offshore Mutual Funds, ETFs, 529 Plans, Product Management, Strategy, Investments, Marketing Communications, Financial Services, Leadership, Investment Management, Wealth Management, Asset Management, Securities, Asset Managment, Executive Management, Strategic Partnerships, Marketing, Asset Allocation, Series 24, Series 7, Series 63
Education
Art Institute of Colorado 1979 — 1980
Advertising & Design
PwC October 2014 - Present
PwC May 2013 - August 2013
BDO USA, LLP June 2012 - August 2012
OppenheimerFunds June 2011 - August 2011
Skills
Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Auditing, Accounting, Financial Analysis, Microsoft Word, Research, Internal Controls, Financial Risk, SEC filings
Education
University of Michigan Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, 3.33
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Science (M.S.), Accounting
Geode Capital Management November 2011 - Present
OppenheimerFunds July 2010 - March 2011
OFI Institutional Asset Management (OppenheimerFunds) March 2008 - July 2010
Wellington Management October 2002 - March 2007
Scudder Investments December 1999 - October 2002
Investors Bank & Trust 1999 - 1999
Skills
Sub-Advisory, Client Service, New Business Development, Process Improvement, Mutual Funds, Institutional, Client Advocacy, Business Analysis, Customer Relations, CRM, Financial Services, Equities, Asset Management, Strategy, Portfolio Management, Series 63, Business Development, Financial Modeling, Relationship Management, Business Process..., Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Due Diligence, Management, Capital Markets, Leadership, Investment Advisory, Client Services, Securities, Series 7, Bloomberg, Wealth Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA
OppenheimerFunds July 2015 - Present
Credit Suisse June 2010 - July 2015
RBC Capital Markets March 2009 - June 2010
New School for Social Research September 2007 - June 2009
Credit Suisse Securities (USA) LLC January 2002 - March 2009
The Vanguard Group March 1996 - October 1998
Skills
Trading, Capital Markets, Fixed Income, Finance, Research, Hedge Funds, Derivatives, Analysis, Bloomberg, Credit, Strategy, Bonds, Management, Financial Markets, Investments, Portfolio Management, Equities, Valuation, Investment Banking, Financial Modeling, Structured Products, Economics
Education
The New School 2002 — 2004
MA, Economics (Finance)
University of Birmingham 1993 — 1995
MA, International Studies (Finance)
American University 1989 — 1993
BA, Political Science and Broadcast Journalism
OppenheimerFunds September 1999 - Present
Rochdale Investment Management December 1995 - September 1999
Oppenheimer Capital / Quest for Value Funds August 1994 - November 1995
Dreyfus Service Corporation October 1992 - August 1994
Skills
Mutual Funds, Separately Managed..., Product Development, Asset Management, Investments, Wholesaling, 529 Plans, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Series 24, Financial Services, Investment Management, Portfolio Management, Equities, Asset Managment, Fixed Income
Education
Adelphi University 1992 — 1994
MBA, Corporate Finance & Investments
University at Albany, SUNY 1986 — 1990
B.S., Business Administration / Finance
OppenheimerFunds March 2011 - Present
Credit Suisse May 1993 - October 2010
Chase Manhattan Bank May 1985 - April 1993
Noonan Astley and Pierce December 1984 - May 1985
B&J Commodities Corporation June 1983 - December 1984
Skills
Data Analysis, Data Reconciliation, Business Analysis, Root Cause Problem..., Fixed Income, Equities, Derivatives, Requirements Gathering, Requirements Analysis, Business Requirements, Stakeholder Engagement, Stakeholder Analysis, Troubleshooting, Issue Resolution, SQL, Reports, Mutual Funds, User Acceptance Testing, Business Process..., Business Workflows, Customer Service, Cognos, Gap Analysis, Business Process, SDLC, Alternative Investments, Process Improvement, Back Office, Asset Management, Securities, Investment Management, Software Documentation, Portfolio Management, Risk Management, Investments
Education
Baruch College, City University of New York (CUNY)
BBA
Staples Business Advantage October 2010 - June 2011
Baby Boom Basket Company January 2006 - December 2009
OppenheimerFunds October 2001 - January 2006
Merrill Lynch October 1999 - August 2001
Merrill Lynch April 1998 - October 1999
Skills
Customer Service, Call Centers, Sales, Customer Satisfaction, Financial Services, Mutual Funds, QuickBooks
Education
Arapahoe Community College
Legal Assistant Certificate
Santa Clara University
B.A., History
University of California, Davis
M.A., Art Hstory
OppenheimerFunds May 2010 - Present
Biomet November 2009 - Present
Bank of NY/Mellon, Dreyfus Co November 2007 - February 2009
Bank of NY/Mellon, Dreyfus Co August 1998 - January 2009
Bank of NY/Mellon, Dreyfus Co. August 1998 - February 2008
Bank of NY/Mellon, Dreyfus Co. February 2005 - December 2007
Bank of NY/Mellon, Dreyfus Co. August 1998 - December 2005
Bank of NY/Mellon, Dreyfus Co. January 1998 - January 2005
ESI Securities Co August 1996 - August 1998
Blackberry Technologies Inc December 1995 - August 1996
Skills
SQL, Microsoft SQL Server, Databases, XML, Oracle, C#, Visual Studio, Visual Basic, ASP.NET, Access, Testing, VB.NET, Crystal Reports
Education
Adelphi University 1976 — 1978
Accounting and Computer Programming
Samarkand State Institute of Architecture and Civil Construction 1970 — 1974
BS, Civil Engineering; Engineering (Civil Construction)
Oppenheimerfunds June 2003 - Present
Skills
Alternative Investments, Currency, Derivatives, FX Options, Fixed Income, Foreign Exchange, Global Macro, Hedge Funds, Investment Strategies, Investments, Portfolio Management, Risk Management, Volatility
Education
University of Essex 2002 — 2003
MSc, Financial Economics and Econometrics
University of Rome Tor Vergata 1997 — 2002
BA, Economics and Financial Markets, cum laude
Södertörn University 2001 — 2001
Exchange Program, International Economics and Quantitative Methods
TriNet April 2014 - Present
Business Insider November 2013 - March 2014
Roubini Global Economics November 2006 - November 2013
MessageLabs 2002 - 2006
OppenheimerFunds 1999 - 2003
Skills
Stata, Recruiting, Policy, Microsoft Office, Business Strategy, Account Management, Policy Analysis, Data Analysis, Management Consulting, Financial Services, Leadership, Strategic Planning, Human Resources, Strategy, Start-ups, Research, International..., International Relations, Analysis, Management, Mergers & Acquisitions, New Business Development, Business Development
Education
American University
BA, Sociology
Columbia University School of Social Work
Masters, Social Work
OppenheimerFunds
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Analysis
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Information Technology
Arizona State University 1991 — 1995
Bachelor of Arts (BA), Humanities, 3.4
Randstad at Vanguard September 2010 - March 2011
Bank of America February 2010 - July 2010
OppenheimerFunds October 2006 - January 2009
OppenheimerFunds 2006 - 2009
State Farm Insurance Company April 2004 - October 2006
StarTek Inc. June 1999 - December 2003
Skills
Access, Account Management, Accounting, Analysis, Banking, Business Analysis, Call Center, Coaching, Credit, Credit Cards, Customer Experience, Customer Retention, Customer Satisfaction, Customer Service, Data Analysis, Data Entry, Financial Analysis, Financial Services, Fraud, Insurance, Investments, Invoicing, Leadership, Loans, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Negotiation, Policy, PowerPoint, Process Improvement, Program Management, Project Management, Real Estate, Relationship Management, Risk Management, Sales, Salesforce.com, Software Documentation, Tax, Team Leadership, Teamwork, Time Management, Training, Visio
Education
Colorado Christian University 2006 — 2008
BA, Business Administration
Aims Community College 2001 — 2004
AA, Marketing and Management
AltrUHelp 2011 - Present
ScrubaDub Corporation 2011 - Present
Boston Harbor Angel Investors 2011 - 2012
HubSpot June 2011 - September 2011
OppenheimerFunds April 2008 - May 2010
Bloomberg June 2007 - May 2008
Morgan Stanley 2006 - 2007
InterActive Therapy Group 2006 - 2007
CWCapital 2005 - 2005
Sovereign Bank 2004 - 2004
Skills
Entrepreneurship, Business Development, Competitive Analysis, Product Management, Venture Capital, Management, Analytics, Salesforce.com, Enterprise Software, Strategic Planning, Bloomberg, Financial Modeling, Financial Analysis, CRM, Asset Allocation, Sales Management, Management Consulting, Social Media Marketing, Corporate Social..., Market Research, Series 7, Series 63, MBA, Social Entrepreneurship, Software Development, Leadership, Strategic Partnerships, Business Strategy, Strategy, Marketing, Marketing Strategy, Investments, Consulting, Analysis, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship
Syracuse University 2003 — 2007
B.S., Communications / Entrepreneurship & Emerging Enterprises
JPMorgan Chase March 2014 - Present
OppenheimerFunds May 2012 - February 2014
Northern Trust June 2009 - May 2012
Citigroup Alternative Investments July 2008 - June 2009
Viteos Capital Market Services Ltd. May 2007 - June 2008
DataSynapse January 2007 - June 2007
Skills
Hedge Funds, Alternative Investments, Corporate Finance, Valuation, Due Diligence, Program Management, Operations Management, Business Process..., Financial Analysis, Financial Reporting, Financial Modeling, Financial Services, Legal Documents, Service Level Agreements, Vendor Management, GIPS Compliance, Research, NAV, Financial Audits, Product Development, Budgets, Financial Forecasting, Feasibility Studies, P&L Management, Risk Management, Mutual Funds, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
University of Mumbai 2003 — 2005
Masters, International Finance
University of Mumbai 2000 — 2003
Bachelor of Business Administration, Accounting and Marketing
Sitel November 2004 - Present
StarTek March 2002 - August 2004
Circadence 2000 - 2002
OppenheimerFunds 1995 - 2000
Skills
Outsourcing, BPO, People Management, Journalism, Management, Leadership, Coaching, Vendor Management, Contact Centers, Service Delivery, Customer Retention, Process Improvement, Recruiting, Operations Management, CRM, Customer Satisfaction, Workforce Management, Performance Management, Business Process..., Account Management, Customer Experience, Telecommunications, Business Development, Team Leadership, Strategy, Cross-functional Team..., Relationship Management
Education
Metropolitan State University of Denver
Bachelor of Science, Aviation Management
Arizona State University 1985 — 1988
Aerospace Engineering
Skyline High School 1982 — 1985
Children's Hospital Colorado January 2015 - Present
HCA January 2011 - 2013
OppenheimerFunds, Inc May 2004 - June 2009
OppenheimerFunds, Inc January 1986 - June 2009
OppenheimerFunds June 1997 - May 2004
OppenheimerFunds August 1995 - June 1997
OppenheimerFunds January 1990 - January 1995
OppenheimerFunds January 1989 - January 1990
Skills
Microsoft SQL Server, Active Directory, SDLC, Unix, Databases, XP, Windows 7, Technical Support, Autosys, Security, Troubleshooting, Disaster Recovery, Visio, Networking, Vendor Management, Software Documentation, SharePoint, Help Desk Support, Access, SQL, Process Improvement, Windows XP
Education
University of Denver 2006 — 2008
Database Administration Certificate, Database Administrator
Arapahoe Community College 1992 — 1996
Associate's degree, Computer Science
Community College of Aurora 1992 — 1995
Associate's degree, Computer Science
Garden Leave April 2015 - Present
OppenheimerFunds April 2008 - March 2015
Sailfish Capital Partners 2007 - 2008
Dillon Read Capital Management 2006 - 2007
OTA Asset Management 2004 - 2006
The World Bank 2002 - 2004
Skills
Fixed Income, Hedge Funds, Derivatives, Bloomberg, Emerging Markets, Economics, Economic Development, Asset Management, Portfolio Management, Capital Markets, Investments, Alternative Investments, Financial Markets, Finance, Investment Advisory, Mutual Funds, Separately Managed..., Securities, Trading
Education
University of Rochester 1990 — 1995
PhD, M.A., Economics
Arizona State University 1987 — 1990
M.A., Economics
Mountain View HIgh
Mountain View HIgh
Mountain View HIgh
Hawaiian Airlines September 2014 - Present
Hawaii Gas September 2011 - November 2013
Fidelity Investments October 2009 - September 2010
Watson Wyatt November 2007 - October 2008
OppenheimerFunds June 2006 - September 2006
Central Pacific Bank/City Bank September 2002 - August 2005
John Hancock Funds March 2001 - June 2002
State Street Corp. January 1999 - March 2001
Skills
Valuation, Financial Analysis, Financial Services, Market Research, Loans, Financial Modeling, Asset Managment, Finance, Research, Equities, Bloomberg, Fixed Income, Investments, Portfolio Management, Due Diligence, Financial Reporting, Derivatives, Asset Management, Equity Research, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Boston University Questrom School of Business 1994 — 1998
BSBA
One True Palette, LLC February 2014 - Present
Century 21 October 2012 - January 2014
Fortress Investment Group June 2005 - September 2010
OppenheimerFunds June 1997 - June 2005
Skills
Disaster Recovery, Active Directory, Citrix, Windows Server, Virtualization, Data Center, VMware, Microsoft Exchange, VPN, Microsoft SQL Server, Enterprise Architecture, Windows 7, Information Technology, SharePoint, System Administration, Project Management, Vendor Management, Risk Management, Visio
Education
University of New Haven 1965 — 1967
Electrical and Electronics Engineering
Assumption College 1963 — 1965
OppenheimerFunds August 2014 - Present
XIRI Media, LLC August 2005 - Present
DaVita March 2014 - August 2014
AT&T Mobility November 2013 - March 2014
RBSI Consulting, Inc October 2012 - February 2014
The Regis Company May 2013 - January 2014
Cricket Communications July 2013 - November 2013
Apex Systems July 2011 - July 2013
Granite Companies December 2009 - June 2011
InTouch, INC. December 2008 - September 2009
Skills
Adobe Creative Suite, Microsoft Office, Google Apps, Apple Macintosh, HTML, SEO, Web Design, Graphic Design, Eblasts, Google Analytics, jQuery, jQuery UI, JavaScript, User Interface Design, User Experience, iWork, Flash, Illustrator, Photoshop, Adobe Acrobat, Dreamweaver, HTML 5, CSS, CSS3, Corporate Branding, Brochures, Email Marketing, Advertising, Illustration, Web Applications, User Interface, Mobile Devices, ActionScript, Interaction Design, HTML5
Education
Art Institute of Colorado 2001 — 2005
BA, Graphic Design/Web Design
Art Institute of Colorado 2001 — 2005
Bachelor's degree, Graphic/Web Design
Cheyenne International, LLC July 2013 - Present
Tower Legal Solutions March 2012 - June 2013
Bank of America June 2012 - January 2013
The Singletary Law Firm April 2010 - February 2011
Weber Asset Management Corporation June 1993 - July 1996
OppenheimerFunds January 1991 - September 1992
Brown & Wood April 1989 - January 1991
The Dreyfus Corporation December 1987 - April 1989
Bernstein Litowitz Berger & Grossman May 1987 - December 1987
Shea & Gould November 1985 - May 1987
Skills
Legal Compliance, Legal Research, Document Review, Westlaw, Litigation, Corporate Law, Criminal Law, Legal Writing, Litigation Support, Trusts, Legal Assistance, Legal Documents, Wills, Securities Regulation, Immigration Law, Personal Injury, Analysis, Trials, Courts, Civil Litigation, Document Drafting, Lexis, LexisNexis
Education
Adelphi University 1985 — 1985
Certificate, Paralegal Studies, 1985
Long Island University, C.W. Post Campus 1981 — 1985
BA, Political Science
Bank of America Merrill Lynch June 2012 - Present
OppenheimerFunds March 2010 - June 2012
Conifer Financial Services March 2007 - March 2010
Merrill Lynch October 2005 - March 2007
Texas State Library and Archives Commission 2002 - 2004
Skills
Derivatives, Market Risk, Fixed Income, Software Development, Risk Management, Statistics, Business Analysis, Risk Metrics, VAR, Financial Risk..., Management Consulting, Municipal Bonds, Leveraged Finance, High Yield Bonds, Basel II, Basel III, Dodd-Frank
Education
Parsons School of Design 2014 — 2015
City University of New York-Baruch College - Zicklin School of Business
Statistics
Texas Tech University - Rawls College of Business
M.S., Management Information Systems
Texas Tech University - Rawls College of Business
B.B.A., Accounting
OppenheimerFunds June 2015 - August 2015
Mediacom Communications June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
Certified Financial Services July 2013 - August 2013
Alteva June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, HTML, Sales, Data Analysis, Leadership, Facebook, Finance, Research, Financial Analysis, Financial Modeling
Education
Bentley University 2012 — 2016
Candidate for BS, Economics-Finance, 3.48
Warwick Valley High School 2010 — 2012
High School Diploma
The Westminster School 2009 — 2010
Tuxedo Park School 1996 — 2008
University of Colorado Colorado Springs November 2014 - Present
Community College of Denver March 2010 - November 2014
Community College of Denver August 2008 - December 2011
AddOns, Inc. 2001 - 2008
Self Employed January 1990 - February 2000
Mincom 1998 - 1999
OppenheimerFunds 1989 - 1990
Cahners Publishing 1984 - 1988
Skills
Higher Education, Assistive Technology, Training, Staff Development, E-Learning, Teaching, Accessibility, Software Documentation, Microsoft Office, Adult Education, Workshop Facilitation, Instructional Design, Curriculum Design, Curriculum Development, Public Speaking, Tutoring, Disabilities, Environmental Impact..., Nonprofits, Blended Learning, Distance Learning, Educational Technology, Instructor-led Training, Business Analysis, Instructional Technology, Web Development, Student Affairs, Resume Writing, Career Counseling, Teacher Training, Classroom, Technical Writing, Employee Training, Student Development, Organizational..., College Teaching, Community Outreach, Program Development, Educational Leadership, Leadership Development, University Teaching, Admissions, Conflict Resolution, Coaching, Academia, Career Development
Education
University of Colorado Denver 2011 — 2013
Masters, Instructional Design, A
Bellevue University 2008 — 2009
BS, Human Resources Management and Services, 4.0
University of Texas at El Paso 1977 — 1981
BA, Music
Arapahoe Community College
Lewan Technology February 2015 - April 2015
Lewan Technology September 2014 - November 2014
Concorde Career College, Inc. August 2013 - March 2014
Aurora Public Schools October 2012 - July 2013
Gateway High August 2011 - December 2011
OppenheimerFunds September 2007 - January 2009
Kaplan College July 2006 - April 2007
Richmond American Homes September 2004 - January 2006
Janus funds January 2000 - January 2002
Skills
Public Speaking, Teaching, Event Planning, Student Counseling, Customer Service, Coaching, Career Counseling, PowerPoint, Community Outreach, Program Development, Social Media, Public Relations, Higher Education, Leadership Development, Training, Team Building, Curriculum Design, Editing, Resume Writing, Career Development, Microsoft Office, Staff Development, Social Networking, Event Management, Microsoft Word, Outlook, Educational Leadership, Microsoft Excel, Student Development, Social Media Marketing, Organizational..., Management, Leadership
Education
University of Phoenix 2009 — 2012
MASTER OF SCIENCE, COUNSELING/SCHOOL COUNSELING, 3.96
Baylor University 1995 — 1999
Bachelor of Arts (BA), Speech Communication
Holistic Pure Living October 2012 - Present
UPS April 2008 - April 2014
Hispanic Market Weekly May 2007 - March 2008
Healthfirst February 2005 - February 2006
Brooklyn Children's Museum September 2002 - September 2003
ING Baring Furman Selz October 1998 - August 2002
OppenheimerFunds November 1995 - October 1998
Skills
Wellness Coaching, Wellness Programs, Nutrition Education, Spanish translation, marketing communications, Internal Communications, Holistic Health, Lifestyle, Healthy Lifestyle, Fitness, Bilingual-Spanish, Corporate wellness, Spanish, Newsletters, Creative Direction, Corporations, Marketing Communications, Web Content, Email Marketing, Employee Wellness, Integrated Marketing, Leadership, Social Media, Social Media Marketing, Advertising, Online Marketing, Copywriting, Event Planning, Management, Marketing, Social Networking
Education
Institute for integrative Nutrition 2011 — 2012
Certified Holistic Health Coach, Holistic Health
Baruch College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing Communications
Berkeley College-New York 1993 — 1995
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services, 3.8
Groove Automotive January 2015 - Present
GREAT DIVIDE AUTO BROKERS January 2008 - January 2015
General Motors April 2000 - February 2007
OppenheimerFunds June 1997 - March 1999
Skills
CIADA / NIADA Certified, General Motors F&I..., Series 6 Variable..., Series 63 Insurance and..., Insurance, Series 63, Series 6, Employee Benefits, Leadership, F&I, Automotive Aftermarket, Dealers, Customer Retention, Automobile, Negotiation, Profit, Sales Management, Vehicles, Sales Process, Sales Operations, B2B, Budgets, Selling, Automotive, Customer Satisfaction, Finance, Dealer Management, Sales, Customer Service, Team Building, Management, Account Management, Inventory Management, New Business Development
Education
University of Washington 1994 — 1996
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Bellevue Community College 1993 — 1994
Associate's degree, Architecture and Related Services, 3.7
OppenheimerFunds June 2015 - Present
Wells Fargo Advantage Funds March 2011 - May 2015
Wells Fargo Advantage Funds/Evergreen Investments January 2008 - March 2011
Bank of Hawaii September 2006 - December 2007
Fidelity Investments December 2000 - July 2006
Skills
Mutual Funds, Investments, Portfolio Management, Series 7, Asset Management, Asset Allocation, Series 63, Wealth Management, Finance, Financial Planning
Education
Arizona State University 1996 — 2000
Bachelor Of Arts, Communication
OppenheimerFunds April 2014 - Present
New York University November 2011 - March 2014
SV Investment Partners April 2004 - November 2011
Iridescent February 2011 - May 2011
Self Employed January 2001 - March 2004
CA Technologies January 1998 - December 2000
McLane Company January 1997 - December 1997
Skills
Salesforce.com, Force.com, Visualforce Pages, JavaScript, HTML, CSS, Flash, IT Operations Management, Vendor Management, Technology Management, MySQL, Adobe Creative Suite, Databases, Drupal, Analytics, CRM, Web Development, Enterprise Software, Email Marketing, DemandTools, Vertical Response, User Experience, XML, Enterprise Architecture, Agile Methodologies, Software Development, SDLC, Requirements Analysis, Business Analysis, Integration, Project Management, Cloud Computing, Management
Education
ExitCertified 2015 — 2015
Certification, Groovy and Grails
New York University 2013 — 2014
Certificate in Project Management, Agile and Risk Management
Netcom Information Technology 2004 — 2005
Sun Certified Java Programmer (SCJP) & Web Component Developer
School of Visual Arts 2003 — 2003
Animation and Special Effects (Summer Intensive)
Baylor University
Bachelor of Science, Mathematics and Computer Science
The Experience Pros Radio Show March 2015 - Present
Altitude Payroll LLC January 2013 - March 2015
The Career Agent 2012 - January 2013
Payroll 1 2010 - 2012
Computer Research, Inc. 2009 - 2010
OppenheimerFunds 2002 - 2009
Nextel 2001 - 2002
Enterprise Rent-A-Car 2000 - 2001
Skills
Strategic Thinking, Business Networking, Consultative Selling, Problem Solving, Building Relationships, Relationship Marketing, Relationship Management, Selling, Sales, Leadership, Team Building, Negotiation, Sales Process, Social Media Marketing, Social Networking, B2B, Interviews, Coaching, Strategy, Entrepreneurship, Customer Service, Marketing, Strategic Planning, New Business Development, Management, Marketing Strategy, Recruiting, Networking, Training, Small Business, Leadership Development, Strategic Leadership, Educational Leadership, Lead Generation, Cold Calling, Organizational..., Team Leadership, Thought Leadership, Direct Sales, Account Management, Salesforce.com, Business Development, Customer Retention, Sales Presentations, CRM, Sales Operations, Business Planning, Payroll, Sales Management
Education
Adams State College 1996 — 2000
BA, History/Business, 3.00
OppenheimerFunds January 2013 - Present
Skills
Series 63, Series 6, Customer Service, Mutual Funds, Series 7
Education
Abilene Christian University 2010 — 2012
Metropolitan State University of Denver 2010 — 2010
Law Office of William Levey October 2013 - Present
Clean Coffee LLC October 2012 - Present
Bill Levey Photography October 2011 - Present
SUPER SPROWTZ LLC June 2011 - September 2012
OppenheimerFunds April 2009 - June 2011
Seward & Kissel LLP September 2005 - April 2009
BMG Entertainment December 2000 - September 2001
Red Light Management August 1998 - October 2000
Dave Matthews Band May 2000 - September 2000
Skills
Licensing, Investments, Private Equity, Securities, Joint Ventures, Contract Negotiation, Start-ups, Photography, Underwater Photography, Patents, Invention, Creative Direction, Product Development, Entertainment Law, Asset Managment, Hedge Funds, Venture Capital, Corporate Law, Event Producing, Brand Development, Trademarks, Copyright Law
Education
American University, Washington College of Law 2002 — 2005
JD, cum laude
Indiana University Bloomington 1994 — 1998
Bachelor's Degree, Double Major: Finance & International Business / Minor: Biology
OppenheimerFunds September 2014 - Present
American Express February 2013 - August 2014
Scholastic February 2012 - December 2012
LEGO March 2010 - December 2011
ARKI Research Group May 2008 - September 2009
Cheetahmail September 2005 - May 2007
Starwood Hotels & Resorts March 2002 - September 2005
UBM Tech January 2001 - October 2001
Skills
HTML, InDesgin, Photoshop, Illustrator, Dreamweaver, Wordpress, MS Office Suite, Axure, OmniGraffle
Education
Taideteollinen korkeakoulu - Konstindustriella högskolan 2007 — 2009
MA, New Media
Emerson College
BFA, Writing, Literature and Publishing
Massachusetts College of Art
Graphic Design Studies
OppenheimerFunds May 2014 - Present
tw telecom, inc. May 2000 - May 2014
GST Telecom 2000 - 2001
U.S. Army June 1996 - June 2000
Skills
Architecture, Linux, PL/SQL, Unix, Innovation Development, Java Enterprise Edition, Integration, Java, Business Analysis, Data Modeling, Scrum, EJB, MySQL, Hibernate, Telecommunications, IP, Ethernet, SOA, Software Development, Python, UML, REST, SOAP, Oracle, Web Services, JBoss Application Server, Maven, Agile Methodologies, Tomcat
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master of Science, Business Analytics
Colorado State University_Global Campus 2010 — 2011
B.S Busines, Management
Westwood College 2005 — 2007
Associate of Applied Science, Software Engineering
OppenheimerFunds
Skills
Finance, Process Improvement, Financial Analysis, Business Analysis, Financial Services
Education
Arizona State University
Bachelor's degree
SM Energy Company February 2015 - Present
GCI LTD July 2009 - Present
OppenheimerFunds November 2014 - February 2015
Welltok, Inc. April 2014 - November 2014
Harvey Nash December 2013 - March 2014
IHS August 2007 - August 2012
IHS January 2011 - July 2011
IHS January 2010 - January 2011
IHS August 2007 - January 2010
Centrix Financial September 2003 - August 2007
Skills
SQL Server, SSIS, SSRS, SQL Profiler, Query Analyzer, Text Analytics, Link Analysis, Search Analytics, Web Mining, SAP R/3, FI/CO, SAP Configuration, Applications Support, Master Data, Master Data Management, Data Quality, Data Profiling, Customer Data..., Data Cleansing, Data Transformation, Microsoft Dynamics, ERP design, XML, ASP.NET, Systems Analysis, System Design, System Architecture, Network Engineering, Network Security, Network Design, Business Analysis, Database Design, Data Integration, Data Migration, Data Conversion, SOX, Application Development, Business Intelligence, ETL, Requirements Analysis, SQL, Data Warehousing, Data Management, SDLC, Data Modeling, Process Improvement, Data Analysis, Data Governance, SharePoint, Databases
Education
American InterContinental University 2005 — 2007
M.B.A, Accounting/Finance, 3.8
American InterContinental University 2005 — 2007
B.B.A, Accounting/Finance, 4.0
OppenheimerFunds January 2007 - Present
OppenheimerFunds October 2004 - December 2006
Neuberger Berman September 2000 - August 2001
Skills
Series 63, Series 7, Mutual Funds, Investments, Consultative Selling, Fusion, Sequoia, Wealth Management, 401k, Separately Managed..., Alternative Investments, Asset Allocation, Financial Advisory, IRAs, High Net Worth..., Qualified Retirement..., Retirement, Retirement Planning, Financial Services, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
MBA, Finance and Investments
American University 1996 — 2000
B.S., Business Administration
OppenheimerFunds December 2014 - Present
The Fourth Branch September 2013 - Present
OppenheimerFunds June 2014 - December 2014
Toys R Us July 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Customer Service, Teamwork, Time Management, Leadership, Outlook, Team Leadership, Management, Social Networking, Facebook, Advertising, Social Media Marketing, Project Management, PTC Pro/Engineer, Organization &..., Economics, Strategic Planning, Research, Risk Assessment, User Interface Design, Web Design, Marketing, Visio, Entrepreneurship, SharePoint, Prezi, Atlassian JIRA, Wikis, Requirements Gathering, Business Requirements, Business Analysis, Gmail, Google+, Twitter, Tumblr, Small Business, HP Quality Center, Event Planning, Communication, Analysis, Strategy, HTML5, 123D Design, Microsoft Project, HootSuite
Education
City University of New York-Baruch College 2014 — 2016
Bachelor's Degree, Computer Information Systems
City University of New York City College 2010 — 2013
Oppenheimerfunds High Network 529 Flex February 2008 - Present
Corporate Technology Group May 2010 - December 2010
OppenheimerFunds March 2007 - February 2008
Merrill Lynch Financial Data Services January 2005 - February 2007
Merrill Lynch Financial Data Services April 2002 - January 2005
Merrill Lynch Broker Transfer Private Wealth (2002) September 1997 - April 2002
Education
Arapahoe Community College
Associates of Arts degree, CIS
Florida Community College
Magellan Health Services August 2012 - Present
Magellan Health December 2005 - Present
Magellan Health Services December 2011 - August 2012
Magellan Health Services December 2005 - January 2012
McKesson Health Solutions January 2001 - May 2005
OppenheimerFunds July 1982 - December 1995
Skills
Operations Management, Metrics, Business Process..., Call Center Development, Contact Center..., Workflow, Call Center, Process Improvement, Vendor Management, Performance Management, Project Management, Leadership, Cross-functional Team..., Leadership Development, Call Centers, Program Management, Workforce Management, Budgets, Quality Assurance, Healthcare, Six Sigma, Coaching, Management
Education
Arizona State University 1996 — 1999
BA, Social and Behavioral Sciences
University of Minnesota-Twin Cities 1977 — 1980
Jeppesen September 2013 - Present
Independent Consultant 2008 - Present
Great-West Life & Annuity Insurance Company 2012 - 2012
CoBank, ACB 2008 - 2008
Specialized Loan Servicing LLC 2006 - 2008
UPS 2003 - 2005
Lockheed Martin EIS 2000 - 2001
OppenheimerFunds 1998 - 1999
Skills
MS Office: Access,..., Research & Analysis, Legal Documentation, Administrative Support, Client Services, Customer Service, Records Management, Record Keeping, Project Management, Legal Analyst, Paralegal, Adobe Acrobat Pro, Internet Research, LegalFiles, LexisNexis, Westlaw, Unix, Data Security, Legal Correspondence, Report Writing, General Office Mgt, Legal Database Mgt, Technical Documentation, Technical Support &..., Typing (60 wpm), SharePoint, Visio, PowerPoint, Adobe Acrobat, Administrative..., Documentations, Online Research, Training, Analysis, Management, Software Documentation, Time Management, Outlook, Microsoft Excel
Education
Arapahoe Community College
A.A.S., Paralegal
Arapahoe Community College
A.A.S., Computer Informaton Systems
Post University
Certification, Forensic Accounting
OppenheimerFunds August 2014 - Present
Julius Baer July 2013 - May 2014
Bank of America Merrill Lynch November 2011 - July 2013
Bank of America Merrill Lynch July 2011 - December 2011
UBS Global Asset Management June 2009 - August 2010
Skills
Project Management, Financial Services, Team Leadership, Fundraising, Mutual Funds, Transfer Agency, Data Analytics, Operational Risk, Reporting & Analysis, Compliance, Training, Compliance Monitoring, Regulatory Compliance, Compliance Program, Compliance Program..., Risk Assessment..., Monitoring and Testing, Controls Assessment, Risk Reporting, Surveillance, Asset Managment, Market Abuse, Microsoft Office, Business Intelligence, Policies and Procedures
Education
Aston University 2007 — 2011
BSc. Upper Second Class (2:1) Honours
Hereford Sixth Form College 2005 — 2007
A-Level
Beallsinc July 2014 - Present
Benihana January 2008 - September 2013
Burger King Corporation March 2006 - January 2008
Network & Co. / Lockheed Martin Information Technology July 2002 - May 2005
Saint Vincent's Catholic Medical Centers / Network & Co. July 2001 - July 2002
OppenheimerFunds October 1994 - June 2000
Skills
POS, Aloha, Radiant, Inventory Management, Restaurant Management, Vendor Management, Restaurants, Menu Development, Customer Service, Team Leadership, Networking, Access, Leadership, Databases, Troubleshooting, Project Management, Management, Technical Support, Information Technology, Team Building
Education
The Academy 2014 — 2014
MCSE, Information Technology
Anthem Institute-Manhattan 2000 — 2001
Diploma, Network Engineering
City University of New York-Baruch College 1988 — 1990
BS
Borough of Manhattan Community College 1985 — 1987
Associate of Arts and Sciences (A.A.S.), Banking and Finance
LiquidHub May 2015 - Present
North Highland June 2014 - May 2015
Angelo, Gordon & Co. December 2013 - April 2014
OppenheimerFunds July 2013 - December 2013
Jennison Associates LLC April 2013 - July 2013
J.P. Morgan February 2013 - April 2013
Barclays Wealth and Investment Management August 2012 - December 2012
Neuberger Berman July 2011 - July 2012
Deutsche Bank Asset Management April 2010 - May 2011
Junction Partners January 2009 - April 2010
Skills
Fixed Income, Portfolio Management, Order Management, Securities, SDLC, Equity Trading, Charles River IMS, Prime Brokerage, Swaps, Banking, Trading Systems, Equities, Analysis, Asset Managment, Bonds, Back Office, Business Requirements, Financial Services, Equity Derivatives, Market Risk, Hedge Funds, Business Analysis, FX Options, Alternative Investments, Performance Attribution, Bloomberg, Capital Markets, Commodity, Financial Markets, Options, Middle Office, Electronic Trading, Derivatives, PMP, Market Data, PMO, Emerging Markets, Mutual Funds, Investments, User Acceptance Testing, Requirements Analysis, Finance, Credit Derivatives, Treasury Management, FX trading, Investment Banking, Money Market, Integration, Investment Management, Calypso
Education
Villanova University 2003 — 2003
Certificate, Project Mangement
Stevens Institute of Technology 1997 — 2000
M.S., Technology Management
CFA 1990 — 1990
Completed Level I, Investments and Securities
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Finance
OppenheimerFunds 2010 - 2012
OppenheimerFunds 2006 - 2010
Paul Hastings 2005 - 2006
Franklin Templeton Investments 2002 - 2005
SKBA Capital Management, LLC 2000 - 2001
Dresdner RSM Global Investors, LLC 1998 - 2000
Skills
Relationship Management, Relationship Marketing, Client Services, Management, Investments, Microsoft Office, Bloomberg, SimFund VA, Morningstar
Education
Idaho State University College of Business 1996 — 1998
Bachelor’s Degree, Finance and Financial Management Services
OppenheimerFunds August 2004 - January 2009
H&R Block Financial Advisors August 2001 - August 2003
Charles Schwab December 1997 - April 2001
Skills
Writing, Teaching, Political Science, Political Campaigns, Speech Writing, Journalism, Fundraising, Leadership, Public Speaking, Grant Writing, Nonprofits, Event Planning, Editing, Volunteer Management, Community Outreach, Customer Service
Education
Ashford University 2010 — 2011
Master's, Public Administration/Public Policy
Marshall University 1986 — 1990
BA, Journalism/Political Science
South Charleston High School 1983 — 1986
Diploma, Writing, General
OppenheimerFunds April 2013 - Present
OppenheimerFunds July 2006 - April 2013
OppenheimerFunds March 1995 - July 2006
OppenheimerFunds October 1993 - March 1995
Skills
Shell Scripting, Unix, Disaster Recovery, Management, SQL, Agile Methodologies, Enterprise Architecture, Vendor Management, VMware, Solaris, Requirements Analysis, SDLC, ITIL, Software Documentation, Process Improvement, Visio, Unix Shell Scripting, Integration, Virtualization, Business Analysis, Databases, Perl, SharePoint, Configuration Management
Education
University of Denver 1998 — 2000
Arapahoe Community College 1988 — 1991
AA
Arapahoe High School 1985 — 1988
AllianceBernstein June 2010 - Present
Neuberger Berman October 2009 - October 2010
Strategic Insight February 2009 - October 2009
J&W Seligman October 2007 - January 2009
AllianceBernstein 2005 - 2007
Perfect Information 2003 - 2005
Standard & Poor's 2000 - 2003
OppenheimerFunds 1998 - 2000
Skills
Analysis, Analytics, Equities, Asset Managment, Fixed Income, Portfolio Management, Asset Allocation, Hedge Funds, Investments, Alternative Investments, Mutual Funds, Competitive Analysis, Competitive Intelligence, Market Analysis, Market Research, Excel models, Asset Management, Due Diligence, Separately Managed..., Strategy
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance
State University of New York College at Plattsburgh 1994 — 1998
B.S., Marketing
Cornerstone OnDemand August 2010 - Present
Adina Kram, Process Improvement Consulting 2009 - October 2010
Thomson Reuters July 2000 - April 2009
Thomson Elite January 1999 - April 2005
Thomson Reuters (formerly Elite Information Systems) May 1991 - June 2000
Los Angeles Dept or Water & Power October 1989 - April 1991
OppenheimerFunds February 1988 - August 1988
OppenheimerFunds October 1986 - January 1988
Skills
Agile Methodologies, SDLC, Software Project..., Program Management, ASP.NET MVC, Configuration Management, Release Management, SaaS, MS Team Foundation..., Nolio, MS SqlServer, CMMI, Process Improvement, Enterprise Software, Microsoft SQL Server, Quality Assurance, Project Management, Change Management, Software Development, Requirements Analysis, Integration, Databases, Enterprise Architecture, SQL, Agile Project Management
Education
Baruch College, City University of New York (CUNY) 1978 — 1981
BBA, Computer Science
Franciscan Alliance, Inc. 2001 - Present
OppenheimerFunds January 1995 - July 1997
Skills
Healthcare Information..., EMR, HIPAA, Healthcare, Information Technology, Process Improvement, Healthcare Management, EHR, Software Documentation, Training, Epic Systems, Hospitals, Patient Safety, Six Sigma, Informatics, CPOE, Troubleshooting, Management, Disaster Recovery, Team Building
Education
Western Governors University 2011 — 2013
MBA IT, Information Technology
Adams State College 1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Regis University May 2014 - Present
JBM Enterprises January 2011 - 2015
Regis University 2012 - May 2014
Northrop Grumman Corporation January 2012 - 2012
DIRECTV 2009 - 2011
OppenheimerFunds 1991 - 2009
Computer Task Group 1989 - April 1991
EDS Group 1986 - 1990
General Motors 1982 - 1986
Skills
Information Technology, Vendor Management, SDLC, Quality Assurance, Agile Methodologies, Visio, PMP, Requirements Analysis, Requirements Gathering, SharePoint, Business Analysis, DoD, Process Improvement, Project Management, Software Development, Program Management, Business Requirements, Security Clearance, IT Strategy, PMO, Project Portfolio..., Software Project..., Software Documentation, Enterprise Architecture, IT Management, Business Process, Business Intelligence, Agile Project Management, MS Project, Business Process..., Resource Management, SOX Compliancy, Iso 9000, CMMI Level 5, ERP Implementations, Strategic Planning
Education
Regis University 2013 — 2016
M.S. Information Technology Management Executive Information Technology Certification, Computer and Information Sciences and Support Services
Ball State University - College of Business
BS, Management
Ball State University - College of Business
BS Marketing
University of Denver
Graduate Studies, Information Technology
L-3 Communications 2014 - Present
Ingersoll Rand August 2013 - June 2014
Ingersoll Rand January 2012 - July 2013
Ingersoll Rand July 2010 - December 2011
Energy Freedom, LLC September 2009 - August 2010
OppenheimerFunds 2007 - 2009
OppenheimerFunds 2005 - 2007
OppenheimerFunds 2005 - 2007
Citibank 1998 - 1998
Skills
B2B Marketing, Product Marketing, Marketing Communications, SEO, Marketing Strategy, Project Management, Marketing Analytics, Lead Generation, Process Planning, Marketing Management, Relationship Management, Segmentation, Message Development, Internal Communications, Integrated Marketing, Strategy, Cross-functional Team..., Marketing, Direct Marketing, Market Analysis, Management, Multi-channel Marketing, Market Research
Education
Oracle University 2008 — 2008
Certificate of Completion
State University of New York at Albany 1993 — 1996
Bachelor of Science
Adelphi University 1989 — 1991
American Marketing Assocation
OppenheimerFunds May 2013 - Present
Natixis Global Asset Management 2012 - May 2013
Almanac Capital Management May 2007 - May 2012
State Street Global Advisors 2003 - 2007
Skills
Risk, Alternative Investments, Commodity, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management, Bloomberg, Investments, Derivatives, Finance, Asset Allocation, Equities, Equity Research, Financial Analysis, Financial Modeling, Financial Risk, Fixed Income, Investment Strategies, Commodity Markets
Education
Babson College 1999 — 2003
New York Life 2009 - Present
New York Life Investment Management 2009 - Present
New York Life Insurance Company 2004 - 2009
Morgan Stanley Investment Management June 2002 - July 2002
Van Kampen Investments September 1999 - May 2002
OppenheimerFunds December 1987 - July 1992
Damson Oil Corporation September 1984 - November 1987
Education
Bank Street College of Education 1992 — 1994
M.A., Early Childhood Education
Fordham University School of Law 1981 — 1984
J.D., Law
Cornell University 1977 — 1981
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
Rubicon Constructors, LLC June 2014 - November 2014
UNI-Design February 2014 - June 2014
Colorado State University September 2006 - January 2014
Mountain States Finishing, Inc. February 2002 - December 2006
IBM August 1998 - February 2002
The Polk Company January 1996 - April 1998
OppenheimerFunds 1984 - 1995
Skills
Project Planning, Sustainability, Contract Management, Project Management, MS Project, Construction Management, Process Scheduler, Business Analysis, LEED AP, Project Estimation, Program Management, Analysis, Sustainable Design, USGBC, Green Schools, Green Roofs, Xeriscape, Sustainable Landscapes, Management, Aging in Place, Project Delivery, Six Sigma, Lean Construction, Submittals, Life Cycle Assessment, Energy Performance..., On Screen Takeoff, RFP Generation, Managing Project Budgets, Cross-functional Team..., Cross-cultural Teams, Design-Build, Procurement, Contract Negotiation, LEED, Budgets, Construction, Green Building
Education
Colorado State University 2006 — 2014
MsC Construction Management, Construction Management, 3.85
Colorado State University 2005 — 2006
Certificate, Construction Management, 4.0
The George Washington University 1998 — 1999
Masters Certificate, Project Management
University of Denver 1997 — 1999
Computer Information Systems
University of Colorado Denver 1980 — 1983
Architecture and Planning
University of Colorado at Boulder 1972 — 1980
Bachelor's degree, Environmental Design
Arapahoe Community College 1975 — 1976
General
OppenheimerFunds January 2014 - Present
Genser Property Management July 2007 - Present
Charles Schwab June 2010 - January 2014
Charles Schwab February 2008 - June 2010
Washington Mutual Wholesale Lending April 2003 - February 2008
Wells Fargo Mortgage March 2001 - April 2003
Skills
Oracle, Microsoft SQL Server, Databases, Customer Service, Financial Analysis, C#, PL/SQL, Analysis, Risk Management, Vendor Management, SDLC, DB2, SQL, XML, Business Analysis, Series 7 and 63, Customer Relations, Strategic Planning, Java, HTML 5, CSS3, ASP.NET, Data Warehousing, Unix, Visual Studio, Access, MySQL, PHP, JavaScript, Web Development, Perl, Eclipse, Crystal Reports, Leadership, ETL, Agile Methodologies, Business Intelligence, Database Design, Relational Databases, Data Analysis, Informatica
Education
Arapahoe Community College 2011 — 2012
Associate of Arts and Sciences (AAS), Management Information Systems, General
Colorado State University 1994 — 1999
BS, Business of Adminstation Focusing on Marketing
Webster University
MBA, MBA
G2G3 Americas September 2015 - Present
InnovAge February 2015 - April 2015
OppenheimerFunds June 2013 - October 2014
Centura Health October 2012 - May 2013
URS Energy and Construction Division June 2010 - October 2012
URS Corporation September 2004 - June 2010
URS, formerly Washington Group Intl. October 2005 - September 2006
U.S. Department of State January 2004 - September 2004
Oracle January 2001 - May 2003
Northrop Grumman July 1999 - January 2001
Skills
Training, Databases, PMP, Project Management, MS Project, Project Planning, Business Analysis, IT Management, Troubleshooting, Team Leadership, Analysis, Visio, Contract Management, Disaster Recovery, Leadership, Management, Team Building, SharePoint, Software Documentation, Technical Writing, Procurement, Proposal Writing, Technical Support, Government, Customer Oriented, Business Process, Customer Service, Engineering, System Administration, Quality Assurance, Certifications, Project Coordination, Software Installation, IT Service Management, Networking, System Deployment, Oracle, Information Technology, Testing, Infrastructure, Active Directory, Vendor Management, Microsoft Project
Education
Arizona State University 1979 — 1984
B.S., Political Science
DeVry Institute of Technology 1997 — 1999
PostBac, Computer Science
Infantry Officer's Advanced Course 1987 — 1988
Military science, doctrine and tactics
Infantry Officer Basic Fort Benning 1983 — 1983
Graduated with Honors
Lakenheath American HS, England
OppenheimerFunds Motivational SpeakerMotivational SpeakerJanuary 2011 - Present
Life Coach January 2010 - Present
The Kupcake Lady 2008 - Present
Bessemer Trust 2000 - 2001
Education
Ashford University 2008 — 2012
BA, Business Management
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
Ivy Funds Distributors, Inc November 2007 - Present
Dreyfus Investments January 2004 - November 2007
OppenheimerFunds March 2000 - December 2004
Education
Arizona State University 1993 — 1995
BS, Recreation
University of Dayton 1991 — 1993
Sports Management
Ikan Management July 2010 - Present
T-Mobile, USA March 2004 - May 2010
Rhyze Business Development 2002 - 2004
OppenheimerFunds 2000 - 2002
BMG Columbia House 1997 - 2000
Skills
Salesforce.com, Strategic Partnerships, Account Management, Solution Selling, Direct Sales
Education
New York University 1997 — 2001
MA, Customer Relationship Management
Adelphi University 1992 — 1997
BA, Communications
CoBank November 2012 - Present
Brown Brothers Harriman September 2010 - November 2012
OppenheimerFunds March 2000 - September 2010
Skills
Mutual Funds, Securities, Fixed Income, Fund Accounting, Bloomberg, Alternative Investments, Financial Services, Equities, Financial Modeling
Education
Auburn University, College of Business 2007 — 2010
MBA, Accounting and Finance
University of Northern Colorado 1996 — 1999
BSBA, Marketing
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds June 1998 - September 2010
Skills
Mutual Funds, Asset Management, Financial Services, Financial Analysis, Portfolio Management, Relationship Management, Valuation, Financial Modeling, Vendor Management, Alternative Investments, Series 7, Fixed Income
Education
Columbia College (PA) 1998 — 2002
OppenheimerFunds December 2014 - Present
Jefferies Group, LLC June 2011 - December 2014
Bank of America Merrill Lynch June 2010 - May 2011
Oppenheimer & Co. April 2009 - March 2010
Bear Stearns February 2001 - August 2008
Sullivan & Cromwell LLP February 2000 - February 2001
Zurich Financial Services January 1999 - February 2000
Rochdale Securities April 1997 - June 1998
Skills
Equities, Emerging Markets, Valuation, Hedge Funds, Equity Research, Credit Risk, Strategy, Portfolio Management, Finance, Financial Modeling, Bloomberg, Fixed Income, Alternative Investments, Capital Markets, Private Equity, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Information System Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Great-West Financial December 2011 - Present
Great-West Financial May 2009 - December 2011
Great-West Financial April 2006 - May 2009
Great-West Financial November 2000 - April 2006
Janus Capital Group May 2000 - November 2000
OppenheimerFunds April 1993 - May 2000
Invesco Ltd. April 1992 - March 1993
Skills
Access, Process Improvement, Mutual Funds, Financial Reporting, Investments, Asset Management, Bloomberg, Visio, Valuation, Fund Accounting, Securities, Auditing, Microsoft Excel, Business Process, Microsoft Word, Financial Statements, Business Analysis, Outlook, PAM for Securities
Education
Adams State University 1987 — 1991
BS, Accounting, Finance
Catholic Health Initiatives October 2014 - Present
Experian February 2013 - July 2014
Ciber June 2012 - February 2013
OppenheimerFunds 2012 - 2013
Tata Consultancy Services July 2007 - February 2011
Skills
JavaScript, jQuery, HTML 5, CSS3, ActionScript, Ruby on Rails, ColdFusion, Node.js, KnockoutJS, CSS, RIA, AJAX, User Interface, XHTML, Front-end, JSON, HTML5
Education
Anna University 2002 — 2007
Master of Science (M.Sc.), Electronic Media, 8.2
OppenheimerFunds May 2001 - Present
The Macgregor Group February 1999 - February 2001
Merrin Financial Inc / Div of ADP August 1992 - February 1999
Skills
Equities, Business Analysis, Mutual Funds, Fixed Income, Trading, Asset Managment, Hedge Funds, Bloomberg, Product Management, Investments, Derivatives, Trading Systems, Electronic Trading, Portfolio Management, Alternative Investments, Analysis, Asset Allocation, Asset Management, Equity Derivatives, Equity Trading, Financial Services, Market Data, Order Management, Relationship Management, Risk Management, SDLC, Securities, Series 63, Series 7, Sybase
Education
Alexandria University 1985 — 1990
B.Sc, Computer Science
Citi September 2013 - Present
OppenheimerFunds October 2008 - August 2013
Lehman Brothers June 2001 - October 2008
Skills
Vendor Management, Software Project..., Business Analysis, Capital Markets, Agile Methodologies, IT Strategy, Hedge Funds, Investment Banking, Asset Managment, IT Management, Program Management, Process Engineering, Outsourcing, Portfolio Management, Project Management, Agile Project Management, Agile Leadership, Change Champion, Thought Leadership
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Information Systems
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
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
------------ April 2012 - Present
Citi FX (Citibank) November 2010 - June 2012
OppenheimerFunds June 2006 - October 2010
Bank Of America (Prime Broker) June 2004 - June 2006
Bear Stearns January 2000 - June 2004
Barclays Private Banking (BARCAP) January 1998 - December 2000
Skills
JMS, Spring Framework, Multithreading, Scala, Java, Akka, CAMEL, Agile Methodologies, Groovy, Unix, TIBCO, JMX, iBatis, Python, Spring Integration, Scrum, SOA, SQL, Ant, Maven, Play Framework
Education
City University of New York-Baruch College 1995 — 1999
BS, CIS
OppenheimerFunds April 2013 - Present
Pacific Dental Services June 2011 - February 2013
Sports Authority January 2010 - June 2011
TeleTech Government Solutions April 2009 - July 2009
DyCorp International August 2007 - October 2008
Lone Tree Police November 2004 - February 2007
Douglas County Sheriff's Office February 1999 - October 2004
Qwest Communications 1987 - 1999
Skills
Security, Firearms, Law Enforcement, Leadership, Physical Security, Personal Security, Surveillance, Enforcement, Military, Criminal Investigations, EMT, Interrogation, Firefighting, Tactical Planning, Process Improvement, Management, Police, Disaster Recovery, Training, Criminal Justice, Public Safety, Homeland Security, Security Operations, Counterterrorism, Patrol, Government, Investigation, Customer Service, Command, Executive Protection, Team Building, Tactics
Education
Arapahoe Community College
Criminal Justice and Corrections
Brookfield Investment Management Inc. March 2015 - Present
Brookfield Investment Management February 2013 - March 2015
Brookfield Investment Management August 2011 - February 2013
OppenheimerFunds February 2010 - July 2011
OppenheimerFunds March 2008 - February 2010
Skills
Series 7, Securities, Mutual Funds, FINRA, Series 63, Hedge Funds, Fixed Income, Investments, Capital Markets, Alternative Investments, Asset Management, Securities Regulation, Due Diligence, Bloomberg
Education
Bentley University 2002 — 2006
BS, Finance
Credit Suisse November 2014 - Present
Credit Suisse October 2013 - November 2014
Barlays Capital November 2009 - October 2011
OppenheimerFunds May 2006 - January 2009
Adonix Transcomm January 2002 - May 2006
Taylor Grey November 2000 - March 2001
The Career Center June 1998 - November 2000
The Career Center January 1998 - June 1998
The Career Center August 1997 - January 1998
Skills
Talent Management, Human Resources, Management, Organizational..., Training, Leadership, Succession Planning, Recruiting, Performance Management, Microsoft Excel, Coaching, CRM, Employee Engagement, Interviews, Leadership Development
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
B.B.A, Entrepreneurship & Small Business Management
Borough of Manhattan Community College
A.A.S, Accounting
OppenheimerFunds July 2007 - Present
OppenheimerFunds June 2006 - Present
MG Trust Company January 2003 - July 2006
Skills
SDLC, Waterfall, Software Quality..., Quality Assurance, Agile Methodologies, SQL, Informatica, Quality Center, Test Planning, User Acceptance Testing, Process Improvement, Test Cases, Visio, Requirements Gathering, System Testing, QTP, Business Analysis, Databases, Financial Services, Requirements Analysis
Education
Arapahoe Community College 2010 — 2012
Computer Information Systems, Computer Programming, 3.9
Metropolitan State College of Denver 2009 — 2010
None, Information Systems, 4.0
TIAA-CREF July 2013 - Present
HSBC Securities Inc. and Fidelity Investments Inc. July 2011 - July 2013
OppenheimerFunds 2008 - 2011
Upromise 2003 - 2008
TIAA-CREF 2001 - 2003
US Small Business Administration September 2001 - December 2001
Mellon Advisor Services 1999 - 2001
Prudential Securities Inc. 1998 - 1999
Pensar Inc. 1995 - 1998
Skills
Series 7, Investments, Business Development, Mutual Funds, Certified Financial..., Relationship Management, Portfolio Management, Financial Services, Key Account, 529 Plans, Series 9, Series 10, Series 24, Series 63, Series 65, Sales, Strategy, Product Management, Marketing Management, RFP, Sales Management, Project Management, P&L Budget Management, Staff Development, Business Succession..., Asset Allocation, Retirement, Wealth Management, Retirement Planning, Competitive Analysis, Separately Managed..., Estate Planning, Investment Strategies, Fixed Annuities, ETFs, Insurance, Asset Management, Wealth Management..., Investment Management, Bonds, Equities, Fixed Income, Direct Marketing, Marketing, IRAs, Marketing Strategy, Structured Products, Life Insurance, Plan Conversions, Data Migration
Education
Amherst College
BA
Princeton University
MPA/URP
DaVita Kidney Care July 2015 - Present
OppenheimerFunds January 2015 - July 2015
CoBank July 2014 - December 2014
CenturyLink November 2002 - May 2014
Oracle Corporation August 1998 - September 2002
Tata Consultancy Services June 1996 - October 1997
NCCT 1994 - 1996
Skills
Informatica, Data Warehouse..., Enterprise Architecture, Solution Architecture, Oracle Applications, Unix, PL/SQL, Oracle E-Business Suite, SDLC, Oracle, Integration, Unix Shell Scripting, Java Enterprise Edition, ETL, Shell Scripting, Requirements Analysis, Business Intelligence
Education
Andhra University 1990 — 1994
BE, Electronics & Communications, 1st Class with distinction
Federal Reserve Bank of New York November 2013 - Present
OppenheimerFunds 2010 - 2013
Moody's Corporation August 2009 - December 2009
CGI October 2008 - December 2009
City Of New York October 2008 - August 2009
Iconsoft Inc May 2007 - February 2008
Agile Software (Now Oracle) January 2005 - October 2006
Pentagon Global Solutions January 2004 - December 2004
Skills
Quality Center, QTP, ClearQuest, SQL, Informatica, Unix, Rational Clear quest, Cognos, Anthill, Microsoft Office, Microsoft Excel, Microsoft Word, Oracle, HTML, Visual Basic, ASP.NET, Quality Assurance, JavaScript, C++, Autosys, CA Service Desk Manager, SqlDbx, Rapid SQL, Visio, IBM Websphere, Adobe Flex, Web Logic, Oracle Agile PLM, Oracle9iAS, XML, Oracle 9i, J2EE
Education
Andhra University
MS, Information Systems
GroupM August 2014 - Present
OppenheimerFunds July 2014 - August 2014
Crain Communications October 2012 - July 2014
Honda Financial Services July 2011 - August 2012
Skills
Recruiting, Human Resources, Onboarding, HRIS, Interviews
Education
City University of New York-Baruch College 2012 — 2014
Master of Science (M.Sc.)
Baylor University 2007 — 2011
Bachelor of Arts (B.A.)
OppenheimerFunds
Skills
Human Resources, Talent Acquisition, Vendor Management, Performance Management, SDLC, CRM, Investments, Team Management, Financial Services, Onboarding
Education
Arapahoe Community College