OppenheimerFunds Company

Industry: Company

Description

Headquarters: 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

Employee
Years
Job
Industry
Jerry Fraustro, CRPC Jerry Fraustro, CRPC Greater Denver Area Details
Jerry Fraustro, CRPC's OppenheimerFunds Experience October 2008 - Present
Job Senior Advisor Consultant and Collaborator
Industry Investment Management
Experience
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

Jess Kaplow Jess Kaplow Englewood, Colorado Details
Jess Kaplow's OppenheimerFunds Experience July 2012 - Present
Job Supervisor at OppenheimerFunds
Industry Financial Services
Experience
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

David McGuffin David McGuffin Greater Denver Area Details
David McGuffin's OppenheimerFunds Experience August 2004 - January 2009
Job UI/UX Senior Consultant / Branding
Industry Internet
Experience
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

Jason Galasso Jason Galasso Englewood, Colorado Details
Jason Galasso's OppenheimerFunds Experience July 2013 - Present
Job Sr. Applications System Administrator at OppenheimerFunds
Industry Information Technology and Services
Experience
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

Paula Jacobs Paula Jacobs Greater Denver Area Details
Paula Jacobs's OppenheimerFunds Experience May 1993 - October 1993
Job Sr. Configuration Analyst at Norgren
Industry Industrial Automation
Experience
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

Lara Zimmerman Lara Zimmerman Parker, Colorado Details
Lara Zimmerman's OppenheimerFunds Experience January 2001 - Present
Job Customer processor at OppenheimerFunds
Industry Financial Services
Experience
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

Michelle Borré Michelle Borré New York, New York Details
Michelle Borré's OppenheimerFunds Experience February 2003 - Present
Job Portfolio Manager at OppenheimerFunds
Industry Financial Services
Experience
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)

Heather Di Rocco Heather Di Rocco Fort Leavenworth, Kansas Details
Heather Di Rocco's OppenheimerFunds Experience August 2000 - July 2001
Job Counterintelligence Agent
Industry Law Enforcement
Experience
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

Marlene Duncan-Helm Marlene Duncan-Helm Greater Denver Area Details
Marlene Duncan-Helm's OppenheimerFunds Experience June 2006 - Present
Job Sr Processing at OppenheimerFunds
Industry Financial Services
Experience
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

Julien Li, CPA Julien Li, CPA Greater New York City Area Details
Julien Li, CPA's OppenheimerFunds Experience September 2013 - Present
Job Associate Internal Auditor at OppenheimerFunds
Industry Accounting
Experience
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

Vera Kharlip Vera Kharlip Greater New York City Area Details
Vera Kharlip's OppenheimerFunds Experience September 2014 - Present
Job Business Analyst at OppenheimerFunds
Industry Information Technology and Services
Experience
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

John Damian John Damian Greater New York City Area Details
John Damian's OppenheimerFunds Experience 2001 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

Alisa Owen Alisa Owen Aurora, Colorado Details
Alisa Owen's OppenheimerFunds Experience March 2013 - August 2013
Job Financial Services Processor at PENSCO Trust Company
Industry Financial Services
Experience
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

Bob Moser, CIMA®, CRPC® Bob Moser, CIMA®, CRPC® Greater Denver Area Details
Bob Moser, CIMA®, CRPC®'s OppenheimerFunds Experience January 2002 - June 2015
Job Senior Vice President, Divisional Sales Director
Industry Investment Management
Experience
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

Sarah Garrity Sarah Garrity Denver, Colorado Details
Sarah Garrity's OppenheimerFunds Experience March 2015 - Present
Job VP, Subadvisory Consultant
Industry Financial Services
Experience
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

Michael Radon, CFA Michael Radon, CFA Greater New York City Area Details
Michael Radon, CFA's OppenheimerFunds Experience June 2015 - Present
Job Relationship Manager & Portfolio Consultant, OppenheimerFunds
Industry Investment Management
Experience
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

Jake Donnelly Jake Donnelly Greater New York City Area Details
Jake Donnelly's OppenheimerFunds Experience May 2010 - September 2011
Job Executive Director at Recon Capital Partners
Industry Financial Services
Experience
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

Nancy Steele Nancy Steele Littleton, Colorado Details
Nancy Steele's OppenheimerFunds Experience 2004 - 2014
Job Recent Graduate of Applied Psychology at Regis University
Industry Accounting
Experience
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

Matthew Luensmann Matthew Luensmann Greater Denver Area Details
Matthew Luensmann's OppenheimerFunds Experience August 2015 - Present
Job Seeking new opportunities
Industry Online Media
Experience
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

Jae Junkunc Jae Junkunc Hartford, Connecticut Area Details
Jae Junkunc's OppenheimerFunds Experience 2006 - 2007
Job Strategy and innovation thoughtleader
Industry Financial Services
Experience
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

Matt Auer Matt Auer Greater New York City Area Details
Matt Auer's OppenheimerFunds Experience June 2014 - Present
Job VP User Experience Design | Digital Product Management
Industry Internet
Experience
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

Sandra Baca Sandra Baca Denver, Colorado Details
Sandra Baca's OppenheimerFunds Experience August 1994 - July 2009
Job Facilities Support Specialist at Staples
Industry Retail
Experience
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

Lydia Norman Lydia Norman New York, New York Details
Lydia Norman's OppenheimerFunds Experience June 2009 - January 2011
Job
Industry Financial Services
Experience
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

Obi Akunwafor Obi Akunwafor Greater New York City Area Details
Obi Akunwafor's OppenheimerFunds Experience September 2009 - Present
Job Director of Counterparty Credit Risk Mgmt at OppenheimerFunds
Industry Investment Management
Experience
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

Alan C. Gilston Alan C. Gilston Greater New York City Area Details
Alan C. Gilston's OppenheimerFunds Experience September 1997 - August 2013
Job DIRECTOR OF ASSET ALLOCATION / PORTFOLIO MANAGER
Industry Investment Management
Experience
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

Nicole Cottone (Ferguson), JD, CAMS Nicole Cottone (Ferguson), JD, CAMS Greater New York City Area Details
Nicole Cottone (Ferguson), JD, CAMS's OppenheimerFunds Experience June 2008 - August 2008
Job Manager, Legal and Compliance at Morgan Stanley
Industry Legal Services
Experience
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

Christopher Gaudio Christopher Gaudio Greater New York City Area Details
Christopher Gaudio's OppenheimerFunds Experience 2014 - Present
Job VP, Product Management, Alternatives at OppenheimerFunds
Industry Investment Management
Experience
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

Andy Runyon, CISA Andy Runyon, CISA Englewood, Colorado Details
Andy Runyon, CISA's OppenheimerFunds Experience March 2007 - February 2012
Job IT Auditor at DaVita Kidney Care
Industry Hospital & Health Care
Experience
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

Tyler Jacobson Tyler Jacobson Littleton, Colorado Details
Tyler Jacobson's OppenheimerFunds Experience May 2015 - Present
Job Assistant Supervisor at OppenheimerFunds
Industry Financial Services
Experience
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

Glenda Caridad Glenda Caridad Englewood, Colorado Details
Glenda Caridad's OppenheimerFunds Experience April 2011 - Present
Job Bilingual Family and Community Advocate
Industry Investment Management
Experience
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

☁ Nick Kremer ☁ Nick Kremer Greater New York City Area Details
☁ Nick Kremer's OppenheimerFunds Experience April 2004 - January 2008
Job CRM | SFA, Technical Delivery Manager, Certified SFDC Administrator, and Solution Architect at OppenheimerFunds
Industry Financial Services
Experience
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

Inessa Urintsova Inessa Urintsova New York, New York Details
Inessa Urintsova's OppenheimerFunds Experience May 2011 - Present
Job Sr. Solution Engineer
Industry Financial Services
Experience
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

Todd Fullam Todd Fullam Randolph, New Jersey Details
Todd Fullam's OppenheimerFunds Experience January 1990 - January 1993
Job Sales Consultant Employee Benefit Services, Harbridge Consulting (a BPAS Co.)
Industry Banking
Experience
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

Tatiana Lobukova Rodgers Tatiana Lobukova Rodgers Greater Denver Area Details
Tatiana Lobukova Rodgers's OppenheimerFunds Experience May 2015 - Present
Job Processing associate
Industry Financial Services
Experience
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

Fred Polaniecki Fred Polaniecki New York, New York Details
Fred Polaniecki's OppenheimerFunds Experience 1989 - 1998
Job Vice President at J P Morgan Securities
Industry Banking
Experience
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

VENKATA KALLAGUNTA VENKATA KALLAGUNTA San Antonio, Texas Area Details
VENKATA KALLAGUNTA's OppenheimerFunds Experience October 2008 - April 2009
Job Senior Java Developer at Rackspace Hosting
Industry Computer Software
Experience
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

David Bentley David Bentley New York, New York Details
David Bentley's OppenheimerFunds Experience July 2014 - Present
Job Equity Trading Strategist at OppenheimerFunds
Industry Financial Services
Experience
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

Piers Platt Piers Platt Greater New York City Area Details
Piers Platt's OppenheimerFunds Experience February 2015 - Present
Job VP Corporate Strategy and Development at OppenheimerFunds
Industry Marketing and Advertising
Experience
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

Stephen Jobe Stephen Jobe Greater New York City Area Details
Stephen Jobe's OppenheimerFunds Experience April 1995 - May 1996
Job 529 College Savings Plan & Offshore Fund Product Management
Industry Financial Services
Experience
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

Maxwell Brownstein Maxwell Brownstein Greater New York City Area Details
Maxwell Brownstein's OppenheimerFunds Experience June 2011 - August 2011
Job Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
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

Erin Cleland Erin Cleland Greater Boston Area Details
Erin Cleland's OppenheimerFunds Experience July 2010 - March 2011
Job Relationship Manager | Complex Partnerships | Expertise in SubAdvisory
Industry Financial Services
Experience
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

Ira Jersey Ira Jersey United States Details
Ira Jersey's OppenheimerFunds Experience July 2015 - Present
Job Senior Client Portfolio Manager
Industry Investment Banking
Experience
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

Steve Dombrower, CFA Steve Dombrower, CFA Greater New York City Area Details
Steve Dombrower, CFA's OppenheimerFunds Experience September 1999 - Present
Job Vice President at OppenheimerFunds, Inc.
Industry Investment Management
Experience
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

Brian Verzolini Brian Verzolini Greater New York City Area Details
Brian Verzolini's OppenheimerFunds Experience March 2011 - Present
Job Senior Business Analyst at OppenheimerFunds
Industry Information Technology and Services
Experience
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

Julie McKemy Julie McKemy Greater Denver Area Details
Julie McKemy's OppenheimerFunds Experience October 2001 - January 2006
Job Retired
Industry Consumer Services
Experience
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

David Pudel David Pudel Greater New York City Area Details
David Pudel's OppenheimerFunds Experience May 2010 - Present
Job Sr. Application Developer at OppenheimerFunds
Industry Information Technology and Services
Experience
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)

Alessio de Longis, CFA Alessio de Longis, CFA Greater New York City Area Details
Alessio de Longis, CFA's OppenheimerFunds Experience June 2003 - Present
Job VP, Portfolio Manager and Macro Strategist at OppenheimerFunds
Industry Investment Management
Experience
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

Lori Kohn, PHR Lori Kohn, PHR New York, New York Details
Lori Kohn, PHR's OppenheimerFunds Experience 1999 - 2003
Job Principal Human Capital Consultant, Trinet
Industry Human Resources
Experience
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

Barrett Carlie Barrett Carlie Greater Denver Area Details
Barrett Carlie's OppenheimerFunds Experience
Job
Industry Financial Services
Experience
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

Heather Nester Heather Nester Greater Denver Area Details
Heather Nester's OppenheimerFunds Experience October 2006 - January 2009
Job TA Processing at OppenheimerFunds
Industry Financial Services
Experience
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

Mathew Paisner Mathew Paisner Greater Boston Area Details
Mathew Paisner's OppenheimerFunds Experience April 2008 - May 2010
Job
Industry Financial Services
Experience
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

Bhishek Choksey Bhishek Choksey Greater New York City Area Details
Bhishek Choksey's OppenheimerFunds Experience May 2012 - February 2014
Job Institutional Fund Controller at JPMorgan Chase
Industry Financial Services
Experience
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

Sandy Ellis Sandy Ellis Fort Collins, Colorado Area Details
Sandy Ellis's OppenheimerFunds Experience 1995 - 2000
Job VP, Account Executive
Industry Outsourcing/Offshoring
Experience
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

Sherry Exum Sherry Exum Greater Denver Area Details
Sherry Exum's OppenheimerFunds Experience June 1997 - May 2004
Job Database Coordinator at Children's Hospital Colorado
Industry Information Technology and Services
Experience
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

Sara Zervos Sara Zervos Greater New York City Area Details
Sara Zervos's OppenheimerFunds Experience April 2008 - March 2015
Job Economist, Portfolio Manager
Industry Investment Management
Experience
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

Do Hee Kim Do Hee Kim Honolulu, Hawaii Details
Do Hee Kim's OppenheimerFunds Experience June 2006 - September 2006
Job Financial Analyst (MBA)
Industry Airlines/Aviation
Experience
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

Bud Rapanault Bud Rapanault Greater New York City Area Details
Bud Rapanault's OppenheimerFunds Experience June 1997 - June 2005
Job Managing Director at One True Palette, LLC
Industry Research
Experience
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

Thomas Wicker Thomas Wicker Greater Denver Area Details
Thomas Wicker's OppenheimerFunds Experience August 2014 - Present
Job Senior Front End Developer at OppenheimerFunds
Industry Design
Experience
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

Christine Devoe Christine Devoe Charlotte, North Carolina Area Details
Christine Devoe's OppenheimerFunds Experience January 1991 - September 1992
Job Corporate Compliance Coordinator at Cheyenne International, LLC
Industry Legal Services
Experience
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

Isaac Games, CFA Isaac Games, CFA New York, New York Details
Isaac Games, CFA's OppenheimerFunds Experience March 2010 - June 2012
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Alexander Alario Alexander Alario Warwick, New York Details
Alexander Alario's OppenheimerFunds Experience June 2015 - August 2015
Job Equity Research Intern at OppenheimerFunds
Industry Financial Services
Experience
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

Leyna Bencomo Leyna Bencomo Greater Denver Area Details
Leyna Bencomo's OppenheimerFunds Experience 1989 - 1990
Job Assistive Technology Specialist at University of Colorado Colorado Springs
Industry Education Management
Experience
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

AmyLyn Bliss, MS AmyLyn Bliss, MS Englewood, Colorado Details
AmyLyn Bliss, MS's OppenheimerFunds Experience September 2007 - January 2009
Job Actively Seeking Leadership Development / Training/ Management Position
Industry Information Technology and Services
Experience
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

Elizabeth Rocchino Elizabeth Rocchino Mount Pleasant, South Carolina Details
Elizabeth Rocchino's OppenheimerFunds Experience November 1995 - October 1998
Job President/Founder at Holistic Pure Living
Industry Health, Wellness and Fitness
Experience
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

Aaron Rankin Aaron Rankin Greater Denver Area Details
Aaron Rankin's OppenheimerFunds Experience June 1997 - March 1999
Job Vehicle Acquisitions Specialist at Groove Automotive
Industry Automotive
Experience
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

Kyle Najarian, CIMA® Kyle Najarian, CIMA® San Francisco Bay Area Details
Kyle Najarian, CIMA®'s OppenheimerFunds Experience June 2015 - Present
Job VP, RIA Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
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

Carrie Mantione Carrie Mantione Greater New York City Area Details
Carrie Mantione's OppenheimerFunds Experience April 2014 - Present
Job Sr. Solutions Engineer Salesforce.com at OppenheimerFunds
Industry Education Management
Experience
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

Adam Kemper Adam Kemper Greater Denver Area Details
Adam Kemper's OppenheimerFunds Experience 2002 - 2009
Job Director of Membership for The Experience Pros
Industry Marketing and Advertising
Experience
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

Lauren Haessler Lauren Haessler Parker, Colorado Details
Lauren Haessler's OppenheimerFunds Experience January 2013 - Present
Job OppenheimerFunds Oversight Department
Industry Financial Services
Experience
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

Bill (William) Levey Bill (William) Levey New York, New York Details
Bill (William) Levey's OppenheimerFunds Experience April 2009 - June 2011
Job Founder, Clean Coffee; Creative Attorney
Industry Entertainment
Experience
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

Kristine Visanen Kristine Visanen Greater New York City Area Details
Kristine Visanen's OppenheimerFunds Experience September 2014 - Present
Job Design Marketing Manager at OppenheimerFunds
Industry Design
Experience
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

Ryan Fitch Ryan Fitch Greater Denver Area Details
Ryan Fitch's OppenheimerFunds Experience May 2014 - Present
Job
Industry Financial Services
Experience
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

Laurie Cochran Laurie Cochran Greater Denver Area Details
Laurie Cochran's OppenheimerFunds Experience
Job Fund Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  

Skills
Finance, Process Improvement, Financial Analysis, Business Analysis, Financial Services

Education
Arizona State University
Bachelor's degree

Jonathan Rapisarda Jonathan Rapisarda Greater Denver Area Details
Jonathan Rapisarda's OppenheimerFunds Experience November 2014 - February 2015
Job Senior SQL Business Intelligence ETL Developer at SM Energy Company
Industry Information Technology and Services
Experience
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

Joshua Broad Joshua Broad Greater Philadelphia Area Details
Joshua Broad's OppenheimerFunds Experience January 2007 - Present
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
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

Jonathan Albert Jonathan Albert Brooklyn, New York Details
Jonathan Albert's OppenheimerFunds Experience December 2014 - Present
Job Associate Business Analyst at OppenheimerFunds
Industry Information Technology and Services
Experience
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

Adina Burrows Adina Burrows Greater Denver Area Details
Adina Burrows's OppenheimerFunds Experience March 2007 - February 2008
Job specilaized services at OppenheimerFunds
Industry Financial Services
Experience
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

Salli Nelson Salli Nelson Phoenix, Arizona Area Details
Salli Nelson's OppenheimerFunds Experience July 1982 - December 1995
Job Senior Director of Call Center Operations
Industry Hospital & Health Care
Experience
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

Dagmar Dworatzek Dagmar Dworatzek Englewood, Colorado Details
Dagmar Dworatzek's OppenheimerFunds Experience 1998 - 1999
Job Admin/IT/Legal Support ♦ Quality Control ♦ Records & Data Mgt ♦ Focused on producing highquality & exceptional results
Industry Information Services
Experience
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

Alexander Woodcock Alexander Woodcock Greater Denver Area Details
Alexander Woodcock's OppenheimerFunds Experience August 2014 - Present
Job Business / Operations Analyst at OppenheimerFunds
Industry Financial Services
Experience
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

Nelson Martinez Nelson Martinez Miami/Fort Lauderdale Area Details
Nelson Martinez's OppenheimerFunds Experience October 1994 - June 2000
Job Technical Support Analyst Beallsinc
Industry Hospitality
Experience
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

Joe Mikulewicz Joe Mikulewicz Greater New York City Area Details
Joe Mikulewicz's OppenheimerFunds Experience July 2013 - December 2013
Job Senior Consultant at LiquidHub
Industry Financial Services
Experience
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

Marci McAvoy Marci McAvoy Brooklyn, New York Details
Marci McAvoy's OppenheimerFunds Experience 2010 - 2012
Job Senior Relationship Manager, Client Service Professional
Industry Investment Management
Experience
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

Kimberli Roessing-Anderson Kimberli Roessing-Anderson Greater Denver Area Details
Kimberli Roessing-Anderson's OppenheimerFunds Experience August 2004 - January 2009
Job Blogging at http://kimberlisshorts.wordpress.com/
Industry Education Management
Experience
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

BJ Roush BJ Roush Greater Denver Area Details
BJ Roush's OppenheimerFunds Experience April 2013 - Present
Job Manager Release and Change Management at OppenheimerFunds Inc.
Industry Computer & Network Security
Experience
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

Kurt Stam Kurt Stam Greater New York City Area Details
Kurt Stam's OppenheimerFunds Experience 1998 - 2000
Job VP, Global Product Research at AllianceBernstein
Industry Investment Management
Experience
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

Adina Kram Adina Kram Greater Los Angeles Area Details
Adina Kram's OppenheimerFunds Experience February 1988 - August 1988
Job at Cornerstone OnDemand
Industry Computer Software
Experience
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

Nadine Murphy, MBA Nadine Murphy, MBA Indianapolis, Indiana Area Details
Nadine Murphy, MBA's OppenheimerFunds Experience January 1995 - July 1997
Job Healthcare IT Service Manager
Industry Information Services
Experience
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

Darla Miller Darla Miller Greater Denver Area Details
Darla Miller's OppenheimerFunds Experience 1991 - 2009
Job BA/Project Manager at Regis University
Industry Information Technology and Services
Experience
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

Clare Husbands Clare Husbands Greater New York City Area Details
Clare Husbands's OppenheimerFunds Experience 2007 - 2009
Job MultiChannel Marketing
Industry Marketing and Advertising
Experience
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

Owen Anastasia Owen Anastasia Greater New York City Area Details
Owen Anastasia's OppenheimerFunds Experience May 2013 - Present
Job AVP, Senior Research Analyst Commodities at OppenheimerFunds
Industry Investment Management
Experience
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

Sara Badler Sara Badler Greater New York City Area Details
Sara Badler's OppenheimerFunds Experience December 1987 - July 1992
Job Senior Managing Director Head of Legal and Compliance New York Life Investments
Industry Legal Services
Experience
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

Kathleen Marino Kathleen Marino Greater Denver Area Details
Kathleen Marino's OppenheimerFunds Experience 2005 - February 2015
Job Data Warehousing at Square Two Financial
Industry Financial Services
Experience
Square Two Financial  March 2015 - Present
Oppenheimer Funds  September 2005 - February 2015
Oppenheimerfunds   2005 - February 2015
Janus Capital Group  2005 - 2005
INVESCO  1997 - 2003

Skills
Business Analysis, Team Leadership, IT Strategy, Databases, SDLC, SQL

Education
Adams State University   1987 — 1992
BS, Math

Heritage High School

Randall Babish, LEED AP BD&C, NAHB CAPS & CGP Randall Babish, LEED AP BD&C, NAHB CAPS & CGP Greater Denver Area Details
Randall Babish, LEED AP BD&C, NAHB CAPS & CGP's OppenheimerFunds Experience 1984 - 1995
Job Construction Project Engineer
Industry Construction
Experience
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

Johnnie Genser Johnnie Genser Greater Denver Area Details
Johnnie Genser's OppenheimerFunds Experience January 2014 - Present
Job Enterprise Data Warehouse Engineer at Oppenheimer Funds
Industry Financial Services
Experience
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

Earl (Skip) Atwood, PMP, ITIL v3 Earl (Skip) Atwood, PMP, ITIL v3 Greater Denver Area Details
Earl (Skip) Atwood, PMP, ITIL v3's OppenheimerFunds Experience June 2013 - October 2014
Job Executive Consultant at G2G3 Americas
Industry Information Technology and Services
Experience
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

Lisa Taitt-Walker Lisa Taitt-Walker Greater New York City Area Details
Lisa Taitt-Walker's OppenheimerFunds Experience Motivational SpeakerMotivational SpeakerJanuary 2011 - Present
Job Motivational Speaker at Motivational Speaker
Industry Financial Services
Experience
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

Linda Loveland Linda Loveland Greater Denver Area Details
Linda Loveland's OppenheimerFunds Experience Data Warehouse AnalystOPPENHEIMER FUNDS, Denver2005 - Present
Job Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds   Data Warehouse AnalystOPPENHEIMER FUNDS, Denver2005 - Present
Oppenheimer Funds  2005 - Present

Skills
Data Modeling, Fileaid, Requirements Gathering, VSAM, SDLC, JCL, COBOL, Visio, Business Analysis, CICS, Systems Analysis, Requirements Analysis, SQL, Unix

Education
Arapahoe Community College   2003 — 2010
CIM, not applicable

Metropolitan State College of Denver   1983 — 1987
Biochemistry and Molecular Biology

Doug Magic Doug Magic Orange County, California Area Details
Doug Magic's OppenheimerFunds Experience March 2000 - December 2004
Job Regional Vice President, Ivy Funds
Industry Financial Services
Experience
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

Leigh Boodoo Leigh Boodoo Greater New York City Area Details
Leigh Boodoo's OppenheimerFunds Experience 2000 - 2002
Job Owner, Ikan Management
Industry Real Estate
Experience
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

Paul Snogren Paul Snogren Greater Denver Area Details
Paul Snogren's OppenheimerFunds Experience March 2000 - September 2010
Job Controller Division Financial Instruments
Industry Financial Services
Experience
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

Julie Snogren Julie Snogren Greater Denver Area Details
Julie Snogren's OppenheimerFunds Experience June 1998 - September 2010
Job VP at Brown Brothers Harriman
Industry Financial Services
Experience
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

Jian P Chen, CFA Jian P Chen, CFA Greater New York City Area Details
Jian P Chen, CFA's OppenheimerFunds Experience December 2014 - Present
Job OppenheimerFunds
Industry Financial Services
Experience
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

Robert Turnell Robert Turnell Greater Denver Area Details
Robert Turnell's OppenheimerFunds Experience April 1993 - May 2000
Job Sr Financial Systems Analyst at GreatWest Life and Annuity Insurance Company
Industry Insurance
Experience
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

Arun Shourie Balakrishnan Arun Shourie Balakrishnan Denver, Colorado Details
Arun Shourie Balakrishnan's OppenheimerFunds Experience 2012 - 2013
Job UI Expert building ad platform for publishers
Industry Information Technology and Services
Experience
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

Hany Ayad Hany Ayad Greater New York City Area Details
Hany Ayad's OppenheimerFunds Experience May 2001 - Present
Job Vice President, Investments Technology at OppenheimerFunds
Industry Financial Services
Experience
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

Roni Givati Roni Givati Greater New York City Area Details
Roni Givati's OppenheimerFunds Experience October 2008 - August 2013
Job Agile Coach
Industry Financial Services
Experience
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

Sam Freedman Sam Freedman Phoenix, Arizona Area Details
Sam Freedman's OppenheimerFunds Experience June 1996 - Present
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

Nancy Mundorf Nancy Mundorf Greater Denver Area Details
Nancy Mundorf's OppenheimerFunds Experience 2006 - 2009
Job Client Services Coordinator at Hammersmith Management
Industry Executive Office
Experience
Hammersmith Management  October 2009 - Present
OppenheimerFunds   2006 - 2009
Oppenheimer Funds  2006 - 2009

Skills
Coaching, Customer Service, Career Management, Project Management, Organizational...

Education
Bellevue University   1980 — 1987
BA, Business Administration

Albert F Albert F Greater New York City Area Details
Albert F's OppenheimerFunds Experience June 2006 - October 2010
Job Senior Technology Specialist
Industry Information Technology and Services
Experience
------------  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

Craig Chrissinger Craig Chrissinger Greater Denver Area Details
Craig Chrissinger's OppenheimerFunds Experience April 2013 - Present
Job Security Administrator / ManagementTraining
Industry Information Technology and Services
Experience
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

Adam Sachs Adam Sachs Greater New York City Area Details
Adam Sachs's OppenheimerFunds Experience February 2010 - July 2011
Job
Industry Financial Services
Experience
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

Kirn Pakal Kirn Pakal Greater New York City Area Details
Kirn Pakal's OppenheimerFunds Experience May 2006 - January 2009
Job Program Manager, Leadership Development at Credit Suisse
Industry Human Resources
Experience
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

Carla Halvorson Carla Halvorson Greater Denver Area Details
Carla Halvorson's OppenheimerFunds Experience July 2007 - Present
Job Solutions Engineer at OppenheimerFunds
Industry Financial Services
Experience
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

Peter G. Dao, CFP® Peter G. Dao, CFP® Greater New York City Area Details
Peter G. Dao, CFP®'s OppenheimerFunds Experience 2008 - 2011
Job Peter G. Dao, CFP®
Industry Financial Services
Experience
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

Sirajuddin Shaik Sirajuddin Shaik Greater Denver Area Details
Sirajuddin Shaik's OppenheimerFunds Experience January 2015 - July 2015
Job Senior BI Consultant at DaVita
Industry Banking
Experience
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

Harita Mada Harita Mada Greater New York City Area Details
Harita Mada's OppenheimerFunds Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

Manny Hernandez Manny Hernandez Greater New York City Area Details
Manny Hernandez's OppenheimerFunds Experience July 2014 - August 2014
Job HRIS Administrator at GroupM
Industry Marketing and Advertising
Experience
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.)

Elizabeth Fink Elizabeth Fink Parker, Colorado Details
Elizabeth Fink's OppenheimerFunds Experience
Job HR Talent Acquisition at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  

Skills
Human Resources, Talent Acquisition, Vendor Management, Performance Management, SDLC, CRM, Investments, Team Management, Financial Services, Onboarding

Education
Arapahoe Community College

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