Experience
Key Green Solutions LLC   February 2010 - Present
Harris Corporation  December 2007 - July 2009
Peninsular Technologies   March 2005 - December 2007
Documenta LLC   April 2001 - January 2005
American Management Systems (AMS)   March 1999 - April 2001
Worldconnect Communications   March 1998 - March 1999
Pro Golf Discount  April 1996 - March 1998
OppenheimerFunds   April 1992 - April 1996

Skills
Software Development, Software Documentation, Process Improvement, Leadership, Training, CRM, Telecommunications, Management, Software Project..., Team Building, Recruiting, Budgets, Quality Assurance

Education
Regent University   2001 — 2006
Double Master of Arts, Theology & Human Services Counseling

Virginia Polytechnic Institute and State University - Pamplin College of Business   1987 — 1991
Bachelor of Science, Management Science and Information Technology, Decision Support Systems

Experience
Building Agreement, Inc.   January 2009 - Present
Sundance Western Properties   1990 - Present
Bit-O-Wyo Ranch, Inc.   2003 - Present
Bit-O-Wyo Mercantile   1998 - Present
Author  1977 - Present
Community Activites   1980 - Present
OppenheimerFunds   September 1997 - January 2009
Legal Practice, Denver, 1992-1996   1992 - 1996
O'Melveny & Myers New York   1988 - 1991
United Bank of Denver  1972 - 1981

Skills
Corporate Law, Real Estate, Negotiation, Mediation, Commercial Real Estate, Management, Corporate Finance, Vendor Management, Risk Management, Strategic Planning, Marketing, Securities, Mergers, Training, Real Estate Transactions, Due Diligence, Legal Writing, Project Management, Mutual Funds, Facilitation, Real Estate Economics, Real Estate Investment..., Securities Regulation, Stategic Planning, Compliance Management, Risk Mitigation, Mergers & Acquisitions, Ethics Policy, Presentation

Education
University of Denver - Sturm College of Law   1983 — 1986
JD, Law

Regis University   1980 — 1982
BA, Finance, Economics

University of Southern California   1976 — 1977
Business

United States International University   1975 — 1977
Business/Managerial Economics

Colorado Academy   1971 — 1972

Kent Denver   1969 — 1970

Graland Country Day

Experience
General Mills  July 2015 - Present
SC Johnson  June 2014 - August 2014
General Mills  March 2012 - July 2013
Share Our Strength  May 2011 - June 2013
General Mills  October 2010 - February 2012
Share Our Strength  July 2010 - April 2011
General Mills  July 2009 - September 2010
OppenheimerFunds   2008 - 2008

Skills
Financial Modeling, Financial Analysis, Forecasting, Data Analysis, Process Improvement, Microsoft Excel, Strategic Planning, Budgets, Analysis, PowerPoint, Microsoft Office, Financial Reporting, Leadership, Management, Finance

Education
Northwestern University - Kellogg School of Management   2013 — 2015
Master of Business Administration (MBA), Marketing, Management & Organizations

St. Olaf College   2005 — 2009
Bachelor of Arts, Math, Art, and Economics triple major

Experience
OppenheimerFunds   April 2014 - Present
OppenheimerFunds   June 2013 - Present
OppenheimerFunds   December 2012 - Present
Ernest Packaging Solutions  August 2012 - January 2013
LaCie  July 2012 - August 2012
Volkswagen Financial Services  December 2011 - March 2012
North Star Resource Group  August 2010 - December 2011

Skills
Budgets, Direct Sales, Management, Negotiation, Purchasing, Selling, Sourcing

Education
Oregon State University   2005 — 2010
Bachelor's degree, Economics

Experience
Centerview Partners  June 2015 - Present
OppenheimerFunds   June 2014 - August 2014
Fidelity Investments  June 2013 - August 2013
Rensselaer Polytechnic Institute  July 2011 - August 2011

Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Teamwork, Project Management, Stata, Financial Accounting, Financial Analysis, Research

Education
Northwestern University   2012 — 2016
Bachelor of Arts (BA), Economics

Experience
OppenheimerFunds   September 2011 - Present
OppenheimerFunds   January 2006 - September 2011
OppenheimerFunds   March 1998 - January 2006

Skills
Spreadsheets, Accounting, Event Planning, Mutual Funds, Training

Education
Palm Beach Atlantic University

Experience
OppenheimerFunds   October 2014 - Present
Wells Fargo Asset Management  January 2014 - October 2014
Wells Fargo Advantage Funds  February 2008 - January 2014
Managers Investment Group  February 2000 - August 2007
Scudder Investments  February 1996 - May 2000

Education
Providence College   1990 — 1994
BS, Marketing

Experience
Brown Brothers Harriman  September 2010 - Present
GCoNJ   May 2008 - March 2015
OppenheimerFunds   July 2005 - September 2010
Vanguard  2004 - 2005
Vanguard  April 2004 - November 2004
Vanguard  1999 - 2004
Vanguard  1998 - 1999

Skills
Asset Allocation, Mutual Funds, Fixed Income, Equities, Derivatives, Economics, Corporate Governance, Alternative Investments, International..., International Economics, Macroeconomics, Financial Economics, Investment Management, Investments, Financial Markets, Valuation, Financial Services, Financial Analysis, Risk Management, Finance, Hedge Funds, Portfolio Management, Asset Management, Capital Markets

Education
University of Denver   2010 — 2013
MA, Economics

Northern Illinois University   1993 — 1996
BA, Economics

Experience
Interim HealthCare  May 2014 - Present
Nurse Next Door  June 2013 - Present
Red Rocks Community College  June 2012 - Present
Centura Health  August 2013 - March 2014
OppenheimerFunds   May 1996 - June 2012

Skills
Accounting

Education
Red Rocks Community College   2012 — 2016
Bachelor of Applied Science (BASc), Registered Nursing/Registered Nurse

Experience
Arrow Performance Group  January 2015 - Present
State of Colorado, Department of Public Health and Environment  January 2015 - Present
State of Colorado, Department of Human Services  September 2013 - December 2014
State of Colorado, Department of Public Health & Environment   November 2012 - September 2013
State of Colorado, Governor's Office of Information Technology   January 2011 - November 2012
United NRG Group  June 2010 - January 2011
State of Colorado, Department of Public Health & Environment   July 2006 - January 2009
SKLD Information Services   January 2005 - June 2006
Allied Jewish Apartments   April 1999 - January 2005
OppenheimerFunds   October 1994 - April 1999

Skills
Performance Management, Organizational..., Organizational..., Employee Relations, Training, Leadership, Lean Thinking, Executive Coaching, Human Resources, Policy, Recruiting, Coaching, Strategic Planning, Program Management, Team Building, Change Management, Management, Succession Planning, Onboarding, Payroll, Employee Benefits, Culture Change, Job Analysis, Interviews, Personnel Management, Benefits Administration, HR Policies, Career Development, Job Descriptions, Training & Development, Metrics, Report Writing, Management Consulting, Conflict Resolution, Personality Testing, Strategic Communications, Employer Branding, Reporting & Analysis, Mediation, Employee Training, Workshop Facilitation, Psychotherapy, HRIS, Employee Engagement, Talent Acquisition, Talent Selection, Counseling, Large Group Facilitation

Education
Argosy University-Denver   2011 — 2013
Master's of Arts, Industrial and Organizational Psychology

Regis University   2001 — 2003
Bachelor's of Science, Human Resources Management

University of Northern Colorado   1993 — 1994
No degree, Computer Science

Experience
qbeats inc  July 2015 - Present
Dow Jones  January 2012 - July 2015
Freelance  April 2010 - January 2012
OppenheimerFunds   July 2011 - December 2011
Fresh Cosmetics   January 2011 - May 2011
Momentum Worldwide  September 2010 - December 2010
Beattie McGuinness Bungay NYC   October 2010 - October 2010
Nickelodeon  May 2010 - September 2010
Rainbow Media  August 2008 - March 2010
Armani Exchange  March 2008 - August 2008

Skills
InDesign, Photoshop, Flash Animation, Web Design, Brand Management, Adobe Fireworks, Illustrator, HTML, CSS3, Mobile Design, Graphic Design, Art Direction, Logo Design, Photography, Illustration, Flash, Dreamweaver, Editorial, CSS, Advertising, Graphics, Copywriting, After Effects, Multimedia

Education
AdHouse NYC   2007 — 2007

Oberlin College   2002 — 2006
B.A., Visual Arts

Experience
Women Deliver  June 2012 - Present
OppenheimerFunds   December 2011 - June 2012
Barnum Financial Group, An Office of MetLife  July 2007 - December 2011
Krodel & Associates, LLC   January 2005 - July 2007
Plantextrakt, Inc. / Martin Bauer, Inc.   September 2006 - June 2007
Tea Association of the USA, Inc.   March 2004 - September 2006
Creative Event Planning  June 2003 - March 2004
International Meeting Services   May 2000 - December 2002

Skills
Event Planning, Marketing, Public Speaking, Email Marketing, Training, Volunteer Management, Management, Strategy, Social Media, Marketing Strategy, Public Relations, Sales, Corporate Communications, Event Management, Fundraising

Education
Providence College   1994 — 1998
Bachelor of Arts Degree, English

Experience
NGL Energy Partners LPM   October 2012 - Present
American Blue Ribbon Holdings, LLC  November 2010 - October 2012
Rivet Software  April 2010 - September 2010
Kaiser Permanente  July 2009 - March 2010
OppenheimerFunds   November 2006 - January 2009
OppenheimerFunds   March 2003 - October 2006
OppenheimerFunds   September 2001 - February 2003
OppenheimerFunds   October 2000 - August 2001
OppenheimerFunds   December 1996 - September 2000
OppenheimerFunds   November 1989 - November 1996

Skills
Operations Management, Change Management, Project Management, Accounts Payable, SDLC, Management, Vendor Management, Financial Analysis, Banking, Cash Management, Relationship Management, Process Improvement

Education
Regis University   2006 — 2014
Bachelor of Science (B.S.), Finance, 4.0 Summa Cum Laude

Experience
Deloitte  August 2015 - Present
MIT Lincoln Laboratory/DoD   May 2014 - July 2015
OppenheimerFunds   June 2013 - January 2014
Northeastern University  November 2012 - June 2013
Northeastern University  July 2010 - November 2012
Royal Designs   June 2010 - November 2012
BAPS Campus Fellowship Team   January 2009 - August 2012
BAPS-Youth Coordinator   January 2005 - January 2010

Skills
Operating Systems, OS X, Graphic Design, Public Speaking, Java, Technical Support, Security, Microsoft Office, HTML, Firewalls, Sony Vegas, Social Networking, Photoshop, Scheme, Cyber-security, Bit9, QRadar, FireEye, Palo Alto Networks, Network Security, Sourcefire, SecureDoc, Checkpoint Security, SharePoint Designer, SharePoint, Computer Hardware, Xcode, DNA sequencing, Presenting Ideas, Organizing, SEIM

Education
Northeastern University   2010 — 2015
Bachelor’s Degree, Dual Major in Computer Science and Biology, 3.0

Rochester Institute of Technology   2009 — 2010
Bachelor of Science, Biomedical Science, 3.5

Chelmsford High School   2005 — 2009
High School Diploma; in Ma, 3.5

Experience
Hannover Life Re America  February 2009 - Present
Scottish Re  January 2005 - February 2009
ING  January 1998 - December 2004
OppenheimerFunds   August 1995 - January 1998

Education
Regis University   2001 — 2005
B.S., Computer Information Systems

Experience
OppenheimerFunds   June 2012 - Present
Nationwide Financial  March 2010 - June 2012

Skills
series 7, Series 63, Life & Health Insurance..., Mutual Funds, 401k, Asset Allocation, Retirement Planning, Retirement, Separately Managed..., Alternative Investments, Variable Annuities, Securities, Investment Strategies, Wealth Management, Financial Advisory, IRAs, Investments, Defined Benefit, Certified Financial..., Portfolio Management, Financial Services, Asset Management, Strategic Financial..., Retirement Plan..., ETFs, Investment Advisory, Fixed Annuities, Financial Analysis

Education
Ohio University
Bachelor of Business Administration, Finance

Experience
OppenheimerFunds   June 2012 - Present
OppenheimerFunds   June 2011 - August 2011
IEST- Anahuac   March 2007 - May 2009
Zenta  December 2008 - February 2009

Education
Pace University - Lubin School of Business   2010 — 2011
MBA, Investment Management

IEST - Anahuac   2005 — 2009
Bachelor, Accounting

Experience
OppenheimerFunds   February 2015 - Present

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2011 — 2013
Bachelor's degree, Business and Management

Experience
OppenheimerFunds   September 2015 - Present
Braun Taphaus & Grille   June 2014 - Present
MaxFund Animal Shelter   October 2011 - Present
Earthlinks  October 2010 - Present
OppenheimerFunds   January 2015 - Present
Ultimate Staffing  October 2014 - January 2015
Red Robin  November 2012 - June 2014
Regis University  July 2009 - November 2012
The Feline Fix, RMACA   January 2012 - June 2012
Regis University  May 2010 - September 2010

Skills
Fundraising, Event Planning, Non-profits, Community Outreach, Volunteer Management, Public Speaking, Grant Writing, Higher Education, Program Development, Research, Social Media, Microsoft Office, Administrative..., Office Management, Customer Service, Conflict Resolution, Critical Thinking, Data Entry, PowerPoint, Constant Contact, Management, Facebook

Education
Regis University   2009 — 2013
Bachelor of Science (B.S.), Business Administration with emphasis in Management, Cum Laude

Regis University   2009 — 2013
BS, Business Administration and Management, General

Experience
OppenheimerFunds, Inc.   February 2014 - August 2015
OppenheimerFunds   January 2010 - February 2014
OppenheimerFunds   January 2007 - January 2010
OppenheimerFunds   July 2005 - January 2007
Technical Resources International, Inc.   December 2002 - June 2004
Vanguard  December 2001 - November 2002
Vanguard  November 1998 - December 2001
Reed Technology and Information Services  August 1997 - November 1998

Skills
Marketing Strategy, Campaign Management, Direct Marketing, Integrated Marketing, Strategic Planning, Email Marketing, Project Management, Relationship Management, Vendor Management, Marketing Communications, Graphic Design, Content Strategy, Digital Marketing, Content Management, Thought Leadership, Content Development, Marketing Management, Online Marketing, Digital Strategy, Art Direction, Strategic Partnerships, Corporate Communications, Marketing, Analytics, Social Media Marketing, Competitive Analysis, Lead Generation, Web Analytics, Brand Management, B2B Marketing, Brand Awareness, Interactive Marketing, Content Marketing, Digital Media, Brand Development, Corporate Branding, Web Content Management, Creative Direction, User Experience, B2B, Online Advertising, Multi-channel Marketing, Mobile Marketing, Segmentation, SEO

Education
Penn State University   1993 — 1997
Bachelor of the Arts, Visual Arts

Experience
OppenheimerFunds   December 2014 - Present
Solomon Page Group  August 2014 - December 2014
TTI of USA  July 2013 - August 2014
Nature Publishing Group  March 2013 - July 2013

Skills
Recruiting, Human Resources, Interviews, Management, Negotiation, Sourcing, Employee Relations, Technical Recruiting, Talent Management, Talent Acquisition, Outlook, Microsoft Excel, Analysis, Microsoft Word, Performance Management, Budgets, HRIS, Finance, Organizational..., Forecasting, Temporary Placement, IT Recruitment, Applicant Tracking..., Onboarding

Education
Pace University - Lubin School of Business   2011 — 2013
Master of Science (M.Sc.), Human Resources Management, 3.93

Pace University - Lubin School of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Human Resource Management, 3.42

Experience
OppenheimerFunds   June 2008 - Present

Skills
Asset Allocation, Series 63, Retirement Planning, Separately Managed..., Mutual Funds, Series 7, Business Development, 401k, Series 65, ETFs, Investments, Securities, Variable Annuities, Investment Advisory, Wealth Management

Education
Penn State University
Bachelor of Science (BS), Economics

Experience
PNC  July 2013 - Present
Morgan Stanley Wealth Management  January 2012 - July 2013
PNC Investments  October 2010 - January 2012
Solar Power Industries  September 2009 - October 2010
OppenheimerFunds   June 2008 - June 2009
Apple  July 2007 - June 2008

Skills
Client Relations, Marketing, Investment Management, Marketing Communications, Wealth Management, Investment Strategies, Investment Advisory, Digital Media, Web Design, Asset Allocation

Education
Point Park University   2014 — 2016
Master's Degree, Communication and Media Studies

California University of Pennsylvania   2004 — 2007
Bachelors of Science, Finance

Experience
SPINS  May 2015 - Present
AbbVie  May 2014 - May 2015
Brightstar Corp.  August 2013 - May 2014
OppenheimerFunds   August 2010 - August 2013
Bank of America  August 2009 - August 2010
Marsh  February 2008 - August 2009
Merrill Lynch  March 2007 - February 2008
Merrill Lynch  April 2003 - March 2007
Merrill Lynch  September 2002 - April 2003
Walt Disney World  June 2002 - September 2002

Skills
Mutual Funds, Risk Analytics, Trading Systems, Market Data, Wealth Management..., Insurance Brokerage, Business Intelligence, Data Architecture, Data Modeling, Data Warehousing, Databases, ETL Tools, Reporting Systems, EDI, Master Data Management, Data Mining, Project Management, Program Management, ETL, Business Intelligence..., Business Requirements, Data Warehouse..., Data Integration, Oracle, SDLC, Vendor Management, Analytics, Business Analysis

Education
Quinlan School of Business, Loyola University Chicago   2015 — 2018
Master of Business Administration (M.B.A.)

New York University - Leonard N. Stern School of Business   2011 — 2011

The George Washington University   2008 — 2008
Project Management courses

Regional Engineering College, Silchar, Assam   1994 — 1998
Bachelor of Engineering (B.E.)

Experience
FTSE Russell  January 2013 - Present
Mondiale Securities, LLC.   March 2008 - October 2012
KBC Bank & Verzekering  August 2004 - February 2008
OppenheimerFunds   August 1999 - July 2004
American Express Tax and Business Services  August 1997 - July 1999

Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Asset Management, Relationship Management, Asset Allocation, Bloomberg, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Securities, ETFs, Series 7, Investments, Mutual Funds, Financial Services, Indexing

Education
Providence College   1993 — 1997
Bachelor of Science (B.S.), Major Marketing, MInor: Accounting

University of Pennsylvania - The Wharton School
CIMA, Certinfied Investment Management Analyst Program

Experience
AORN - Association of periOperative Registered Nurses   January 2009 - Present
HR Search Firm   August 2006 - January 2009
The Sports Authority  2003 - 2006
Interactive Corp. (IAC) / ServiceMagic.com   1999 - 2002
Prudential Financial (formerly Volpe, Brown, Whelan & Co. Investment Bankers)   1997 - 1999
OppenheimerFunds   October 1994 - April 1997
Arthur Andersen  1993 - 1994

Skills
Employee Relations, Talent Acquisition

Education
Penn State University   1989 — 1993
BS, Accounting

Shaler Area High School   1985 — 1989
Diploma, College Prep

Experience
Bedrosian & Associates   April 2001 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada   May 2014 - September 2015
Fidelity Investments  2013 - 2013
OppenheimerFunds   2012 - 2013
University of Minnesota  2011 - 2011
Bausch & Lomb  2010 - 2010
Cisco Systems  June 1999 - March 2001
Professional Services Industry   September 1977 - November 1999

Skills
DB2, Business Process, Business Analysis, Process Improvement, Databases, Requirements Analysis, Business Intelligence, Cross-functional Team..., CRM, Enterprise Software, Program Management, Professional Services, Strategy, SDLC, Management, Cloud Computing, Consulting, Sales Process, Salesforce.com

Education
Northeastern University   1971 — 1976
BETME

Belmont High School   1967 — 1971
Belmont, MA

Experience
Fox Rothschild LLP  September 2009 - Present
Fox Rothschild LLP  May 2008 - June 2008
Temple University  August 2007 - May 2008
U.S. Attorneys Office   May 2007 - August 2007
OppenheimerFunds   September 2005 - May 2006
Thacher Proffitt & Wood LLP  September 2004 - September 2005

Skills
Litigation, Legal Research, Employment...

Education
Temple University - James E. Beasley School of Law   2006 — 2009
Doctor of Law (J.D.)

Princeton University   2000 — 2004
Bachelor of Arts (B.A.), Psychology

Experience
OppenheimerFunds   June 2014 - Present
FactSet Research Systems  April 2012 - Present
FactSet Research Systems  September 2010 - April 2012
FactSet Research Systems  September 2009 - September 2010
FactSet Research Systems  June 2008 - August 2009
FactSet Research Systems  January 2007 - May 2008

Skills
Fixed Income, Financial Analysis, Investments, Sales, Research, Portfolio Management, Relationship Management, Risk Management, Investment Management, Hedge Funds, Structured Products, Hedging, Credit Analysis, FactSet, Financial Modeling, SQL, Sunguard

Education
Northeastern University   2001 — 2006
BS, Finance

Wayne Valley High School

Experience
OppenheimerFunds   June 2006 - Present
McKinsey & Company  March 1997 - May 2006
The New York Times  April 1988 - February 1997
Chicago Sun-Times  1983 - 1988
The Dallas Times Herald  1982 - 1983

Skills
Corporate Communications, Internal Communications, Strategic Communications, Journalism, Copy Editing, Media Relations, Crisis Communications, Speech Writing, Editing, Web Content, Publications

Education
Northwestern University   1978 — 1982
BSJ

Life's Experiences

Experience
E*TRADE Financial Corporation  May 2015 - Present
OppenheimerFunds   March 2012 - Present
OppenheimerFunds   August 2010 - July 2012
Citi/Morgan Stanley Smith Barney   May 2008 - March 2010
Citi  January 2000 - May 2008
Alliance Capital  January 1999 - January 2000
Rand McNally  August 1997 - July 1998

Skills
Talent Management, Organizational..., Leadership, Human Resources, Performance Management, Personnel Management, Succession Planning, Organizational..., Employee Relations, Strategy, Management, Recruiting

Education
Teachers College of Columbia University   1998 — 1999
MA, Organizational Psychology

Northwestern University   1993 — 1997
BA, Sociology & Business Institutions

Universidad Complutense de Madrid
post graduate certificate, conversational Spanish

Experience
CoBank  March 2014 - Present
CoBank, ACB  2002 - Present
OppenheimerFunds   1999 - 2001

Skills
Portfolio Management, Financial Modeling, Risk Management, Valuation, Asset Managment, Investments, Treasury Management, Bloomberg, Microsoft Excel, Fixed Income, Finance, Trading, Investment Banking, Financial Risk, Derivatives, Economics, Credit Analysis, Asset Management, Capital Markets

Education
Purdue University   1996 — 1999
BS, Management

Purdue University - Krannert School of Management   1996 — 1999
Bachelor of Science, Management

University of San Francisco   1995 — 1996

LHS

Experience
Century Communities, Inc.   January 2015 - Present
Solera National Bank  January 2014 - July 2014
Scottrade  March 2010 - December 2013
Computer Research, Inc. (CRI)   January 2006 - February 2010
Janus Capital Group  June 2004 - January 2006
OppenheimerFunds   February 2004 - April 2004
INVESCO Funds Group  April 2000 - December 2003

Skills
Visio, Deferred Compensation, SharePoint, HRIS, Talent Management, SDLC, Benefits Administration, Employee Relations, Human Resources, Talent Acquisition, Analysis, Recruiting, Strategic Planning, Performance Management, Leadership, Employee Benefits, Financial Services, Applicant Tracking..., 401k, College Recruiting, Workforce Planning, Team Leadership, Onboarding, New Hire Orientations, Employee Engagement, Succession Planning, FMLA, ADP Payroll, Internet Recruiting, Interviews, Personnel Management, Employee Training, Hiring, Technical Recruiting, HR Policies, Organizational..., Employer Branding, Sourcing

Education
Philadelphia University   1991 — 1995
Bachelor of Science (BS), Business Administration

Regis University
PHR Certification prep class

Experience
OppenheimerFunds   February 2013 - September 2014
Dow Jones  April 2011 - February 2013
Dow Jones  April 2008 - April 2011
Dow Jones  December 2006 - April 2008
EDS  2006 - 2006

Skills
Product Marketing, Online Marketing, Mobile Marketing, Advertising, Marketing, Web Content, Customer Acquisition, Financial Services, Publishing, Digital Strategy, Salesforce.com

Education
Philadelphia University   2001 — 2005
BS/MBA

Experience
OppenheimerFunds   August 2010 - Present
Highmount Capital LLC.   September 2001 - December 2011
State Street Global Advisors (SSgA)   January 2003 - August 2010
SSgA  2001 - August 2010
State Street  February 2002 - February 2007

Skills
Data Warehousing, Portfolio Management, Fixed Income, Equities, Bloomberg, Cognos, Business Analysis, Metrics, Excel, Risk Management, Project Portfolio..., Informatica, Business Intelligence, Financial Planning

Education
Northeastern University   2001 — 2006
BS

Masters

Experience
Guggenheim Partners  July 2014 - Present
OppenheimerFunds   January 2011 - July 2014
Bank Investment Consultant   July 2004 - January 2011
American Banker  July 2004 - January 2011
SourceMedia  1999 - January 2011
Investor Relations Business   September 1999 - July 2004
Investment Dealer's Digest  2000 - 2004
London, centaur.co   January 1996 - January 1999

Skills
Financial Writing, Editorial Strategy, Multimedia Project..., Editing, Social Media, Investments, Content Creation, Writing, Content Management, Copywriting, Blogging, Copy Editing, Social Networking, Press Releases, Marketing Communications, Research, Journalism, Digital Marketing, Newsletters, Editorial, Content Strategy, Marketing, Sales, Corporate Communications, Leadership, Media Relations, Content Development, Strategic Communications, Publications, Web Content, Internal Communications, Digital Media, Proofreading, Email Marketing, Web Content Management, Newspapers

Education
Queen Mary University of London   1993 — 1996
BA, English Language and Literature

Experience
KBS Capital Markets Group  February 2010 - Present
Principal Funds  May 2005 - September 2009
OppenheimerFunds   April 1996 - May 2005

Skills
Mutual Funds, Wealth Management, Series 7, Investments, Series 63, Equities, Securities, Retirement Planning, Investment Advisory, Retirement, Strategic Financial..., Alternative Investments, 401k

Education
Providence College   1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government

Experience
Lockheed Martin  August 2002 - August 2012
OppenheimerFunds   June 2001 - August 2001

Skills
FAR, Government Contracting

Education
University of Denver - Daniels College of Business   2004 — 2006
MS, Finance

Purdue University - Krannert School of Management   1998 — 2002
BS, Accounting, Minor Finance

Experience
OppenheimerFunds   April 2015 - Present
Cohen & Steers  2010 - April 2015
Legg Mason  2007 - 2010
MFS Investment Management  2005 - 2007
Wellington Management  2004 - 2005
Glen Rauch Securities   2002 - 2003

Education
Northeastern University   2003 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9

The Johns Hopkins University   1994 — 1999
Bachelor of Arts (BA), 3.5

Experience
MB Advisors, LLC   January 2014 - Present
OppenheimerFunds   September 2005 - March 2010
OFI Institutional Asset Mgmt   September 2005 - March 2010
J.P. Morgan   2002 - 2005
T Rowe Price  1993 - 2002

Skills
Equities, Investments, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Private Equity, Board of Directors, Asset Allocation, Capital Markets, Equity Research, Investment Management, Wealth Management, Options

Education
Northwestern University - Kellogg School of Management   2001 — 2003
MBA, Finance

The University of Texas at Austin   1985 — 1989
Bachelor's degree, Honors Business and Finance

Experience
Lehigh Gas Corporation  January 2013 - Present
Prada  May 2000 - October 2003
American Express  June 1998 - May 2000
OppenheimerFunds   July 1995 - June 1998
Clifford Chance LLP (formerly Rogers & Wells)   April 1994 - July 1995

Education
Penn State University   1989 — 1993
Bachelor of Science (BS), Administration of Justice

Experience
OppenheimerFunds   January 2013 - Present
OppenheimerFunds   November 2008 - December 2012
JPMorgan Chase  June 2006 - November 2008

Skills
Marketing Communications, Series 7, Investments, Mutual Funds, Marketing, Financial Services, Asset Management

Education
Queens College

Experience
Cushing Asset Management   November 2014 - Present
OppenheimerFunds   July 2011 - October 2014
National Investment Services, Inc.   November 2008 - July 2011
ABN AMRO Asset Management  1996 - 2008

Skills
Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Asset Managment, Equities, Asset Management, Fixed Income, Investments, Investment Advisory, Institutional..., Series 7, Capital Markets, Securities

Education
Northwestern University - Kellogg School of Management   1991 — 1993
MM, Marketing, Finance

University of Notre Dame   1984 — 1988
BA, Economics

Birmingham Brother Rice

Birmingham Brother Rice

Birmingham Brother Rice

Experience
OppenheimerFunds   August 2013 - Present
OppenheimerFunds   April 2012 - August 2013
OppenheimerFunds   December 2009 - April 2012
OppenheimerFunds   December 2008 - December 2009
OppenheimerFunds   February 2007 - December 2008
Aurora Loan Services  2003 - 2007

Skills
Financial Services, Business Analysis, Risk Management, Banking, Financial Analysis, Vendor Management, Change Management, Business Strategy, Project Planning, Project Management, Project Portfolio..., Agile Project Management, Business Process..., Management, Strategic Consulting, Business Capability..., Risk Assessment, Project Definition, Requirements Gathering, Preparing Business Cases

Education
Regis University   2008 — 2013
MS, Organizational Leadership

University of Colorado Denver   1999 — 2002
BS, Finance

Experience
Hudson's Bay Company  August 2015 - Present
Remodista   2010 - Present
OppenheimerFunds   December 2014 - July 2015
ZenithOptimedia Group I The ROI Agency  May 2014 - December 2014
MAC Cosmetics/ Estee Lauder Companies   July 2013 - May 2014
M·A·C Cosmetics/ Estee Lauder Companies   October 2011 - June 2013
The Advisory Board Company  November 2010 - August 2011
The Crowd Magazine   November 2007 - November 2010
Northwestern Alumni Association  2007 - March 2010
Mobile Anthem   April 2009 - September 2009

Skills
Event Management, Business Development, Marketing, Digital Strategy, Mobile Marketing, Product Promotion, Blogging, Integrated Marketing, Social Media, CRM, Strategy, Mobile Devices, Marketing Research, Leadership, Digital Marketing, Social Media Marketing, Advertising, Strategic Partnerships

Education
Northwestern University   2007 — 2010
B.A.

Pontificia Universidad Católica de Chile   2008 — 2008

Brookline High School   2002 — 2006

Experience
IQNavigator  October 2014 - Present
IQNavigator  April 2013 - Present
Rivet Software  December 2009 - June 2012
IQNavigator  2012 - 2012
CRG West  February 2009 - July 2009
OppenheimerFunds   2001 - 2009
information handling services  1995 - 2001

Skills
XBRL, GAAP, Mutual Funds, SEC filings, EDGAR, Financial Reporting, Accounting, Financial Analysis, General Ledger, US GAAP, Cash Flow, SAP R/3, SAP BW, SAP BI, Oracle 9i, Oracle Discoverer, Microsoft Excel, Microsoft Access, MRI Software, Cognos, VBA, Access, Business Analysis, Financial Modeling, Financial Statements, Oracle, Management, Process Improvement, SAP

Education
The University of Connecticut School of Business   1990 — 1994
Master of Business Administration (MBA), International Business

Ohio University   1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Business Pre-Law

Experience
Violin Memory  May 2015 - Present
FalconStor Software  March 2011 - May 2015
Kassoy, LLC   August 2010 - March 2011
Carr Business Systems  September 2008 - August 2010
OppenheimerFunds   April 2005 - August 2006
OppenheimerFunds   January 2004 - April 2005
OppenheimerFunds   January 2001 - January 2004
OppenheimerFunds   September 1997 - January 2001

Skills
Enterprise Software, Selling, Sales, CRM, Solution Selling, Salesforce.com, Channel Partners, Cold Calling, B2B, Direct Sales, Sales Management, Marketing, Data Center, Business Alliances, Lead Generation, Sales Process, Account Management, Sales Enablement

Education
Pace University   1997 — 2001
Bachelor of Arts, Language, Culture and World Trade

Experience
OppenheimerFunds   January 2014 - Present
NYU Langone Medical Center  June 2013 - January 2014
NYU Langone Medical Center  January 2008 - June 2013
Citi Global Wealth Management  May 2006 - January 2008
Citigroup  September 2004 - May 2006

Skills
Talent Management, Organizational..., Onboarding, Organizational..., Leadership Development, Workforce Planning, Organizational Design, Workshop Facilitation, Process Improvement, Conflict Resolution, Performance Management, Employee Engagement, Succession Planning, Executive Coaching, New Hire Orientations, Employee Relations, Instructional Design, Leadership, Training, Performance Improvement, Coaching, Learning Management..., Facilitators, Training Delivery, Career Development, Personnel Management, Employee Training, Executive Development, Recruiting, Facilitation, Project Management

Education
Rutgers University-New Brunswick   2003 — 2008
PsyD, Organizational Psychology

Rutgers, The State University of New Jersey-New Brunswick   2003 — 2006
PsyM, Organizational Psycology

Pace University   2000 — 2003
BA, Psychology

Experience
IBM (CDI Contractor)   July 2011 - Present
Great-West Life  July 1999 - April 2010
OppenheimerFunds   April 1996 - June 1999

Skills
REXX, Disaster Recovery, Mainframe, DB2, Operating Systems

Education
MVS Fundamentals and logic   1989 — 1989
MVS internals

U.S. Air force Technical Training   1987 — 1987
Computer System Programming

Pikes Peak Community College   1977 — 1979
A.S., Information Technology

Experience
OppenheimerFunds   August 2011 - Present
Jennison Associates  April 2004 - August 2011
AllianceBernstein  March 2000 - March 2004
RR Donnelley  September 1999 - March 2000

Skills
Asset Management, Series 24, Series 7, Series 63, Mutual Funds, Financial Services, Asset Managment, Equities, Hedge Funds, Alternative Investments, Strategy, Investments, Securities, Investment Strategies, Investment Management, Asset Allocation

Education
Northwestern University   1995 — 1999
Bachelor of Arts & Sciences, History, Spanish

Experience
Mainstay Asset Management   February 2014 - Present
J.P. Morgan   April 2002 - February 2014
J.P. Morgan Asset Management   April 2002 - February 2014
Dreyfus Corporation  November 1999 - April 2002
OppenheimerFunds   August 1997 - November 1999

Skills
Investments, Marketing Strategy, Strategy, Product Development, Selling, Team Leadership, Wealth Management, Digital Marketing, Portfolio Management, Relationship Management, Financial Services, Integrated Marketing, Analytics, Marketing, Market Planning, Direct Marketing, Mutual Funds, Sales Management, Marketing Communications, Product Launch

Education
Pace University - Lubin School of Business   1997 — 1999
MBA, Marketing

Pace University
MBA, Finance

Experience
CaridianBCT  November 1998 - Present
Oracle Corporation  October 1997 - November 1998
OppenheimerFunds   October 1995 - October 1997
Norwest Technical Services  June 1992 - October 1995

Skills
PowerBuilder, SQL*Plus, Unix, SQL, PL/SQL, MS Project, Unix Shell Scripting, Oracle SQL, Requirements Analysis

Education
Project Management Institute   2009 — 2009
PMP, Awarded 2/2009

Regis University   1988 — 1992
B.S., Computer Information Systems and Business Administration Management

Experience
Wells Fargo  November 2012 - Present
Merrill Lynch  October 2010 - June 2012
Merrill Lynch  June 2006 - October 2010
OppenheimerFunds   2005 - June 2006
Lebenthal  2004 - 2005
Ocean Capital  2003 - 2004

Skills
Series 7, Series 66, Fixed Income, Municipal Bonds, Model Portfolios

Education
Providence College   1999 — 2003
Bachelor's degree, Marketing/Marketing Management, General

Experience
Home  December 2003 - Present
OppenheimerFunds   January 1980 - December 2003
Oppenhrimer Funds   1980 - 2003

Skills
Financial Services, Retirement, Mutual Funds, Stocks and Bonds and..., Banking, Financial Markets, Insurance

Education
Queen's College   1959 — 1965
Bachelor's degree, Economics/Mathematics

Experience
M-I SWACO  June 2014 - December 2014
Waste Management Energy Svcs   September 2013 - June 2014
Serco  2001 - 2012
United States Marine Corps  September 2005 - February 2007
Knoechelman Development Group   January 2000 - August 2004
LUCRUM, Inc.   January 1998 - February 2000
OppenheimerFunds   October 1996 - January 1998
SAIC  March 1995 - September 1996
United States Marine Corps  August 1986 - January 1990

Skills
Project Management, Software Development, PowerBuilder, Oracle, Sybase Adaptive Server, Personnel Management, WebSphere MQ, SDLC, Agile & Waterfall..., Visual Basic, Data Migration, Visual Studio, Software Project..., Requirements Gathering, Integration, Enterprise Architecture, PMP, Data Modeling, Data Warehousing, Program Management, Requirements Analysis

Education
Ohio University   1991 — 1994
Bachelor's degree, Physics

Experience
BNP Paribas  July 2015 - Present
OppenheimerFunds   June 2014 - August 2014
BMO Capital Markets  2012 - 2013

Skills
Finance, International Economics, Financial Econometrics, Econometric Modeling, R, Matlab, C++, Microsoft Office, Microsoft Excel, Bloomberg Terminal

Education
Princeton University   2013 — 2015
Master's Degree, Finance

York University - Schulich School of Business   2008 — 2012
Bachelor's Degree, International Business

Università Commerciale 'Luigi Bocconi'   2010 — 2011
Exchange Program