OppenheimerFunds Company
Industry: Company
DescriptionHeadquarters: New York City, New York, United States CEO: Arthur P. Steinmetz Chief investment officer: George R. Evans (Equities) Chief risk officer: Ahmad Deek CFO: David M. Pfeffer Subsidiaries: SteelPath, OFI Global Asset Management, Inc.,
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OppenheimerFunds Employees
Employee
Years
Job
Industry
John Everhart John Everhart's OppenheimerFunds Experience July 2012 - February 2013
Job Assistant Athletic Director at Bishop Machebeuf High School
Industry Sports
Experience
Bishop Machebeuf High School August 2013 - Present
Bishop Machebeuf High School August 2013 - Present
Bishop Machebeuf High School November 2009 - August 2013
Regis University February 2013 - July 2013
OppenheimerFunds July 2012 - February 2013
Skills
Basketball, Sports, Campus, Academia, Athletics, Leadership, Sports Management, Partnerships, Sports Marketing, Athletic Training, Software, Volunteering, Fitness, Strength Training, Integrity, Personal Training, Public Speaking
Education
Regis University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management
Bishop Machebeuf High School August 2013 - Present
Bishop Machebeuf High School August 2013 - Present
Bishop Machebeuf High School November 2009 - August 2013
Regis University February 2013 - July 2013
OppenheimerFunds July 2012 - February 2013
Skills
Basketball, Sports, Campus, Academia, Athletics, Leadership, Sports Management, Partnerships, Sports Marketing, Athletic Training, Software, Volunteering, Fitness, Strength Training, Integrity, Personal Training, Public Speaking
Education
Regis University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management
Holly Denton Holly Denton's OppenheimerFunds Experience October 2014 - Present
Job Assistant Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2014 - Present
OppenheimerFunds Services January 2005 - September 2014
OppenheimerFunds Services January 2008 - August 2009
OppenheimerFunds Services November 2000 - December 2004
Sears Roebuck and Company September 1996 - November 2000
Skills
Financial Services, Call Center, Team Building
Education
Regis University 2008 — 2012
2012 BS Business, Business Administration and Management, General
University of Colorado
University of Denver
OppenheimerFunds October 2014 - Present
OppenheimerFunds Services January 2005 - September 2014
OppenheimerFunds Services January 2008 - August 2009
OppenheimerFunds Services November 2000 - December 2004
Sears Roebuck and Company September 1996 - November 2000
Skills
Financial Services, Call Center, Team Building
Education
Regis University 2008 — 2012
2012 BS Business, Business Administration and Management, General
University of Colorado
University of Denver
Tim Katusha Tim Katusha's OppenheimerFunds Experience 1996 - 2000
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group 2011 - Present
Autonomy Distributors 2014 - Present
Legg Mason 2004 - 2011
Brain Power 2001 - 2004
Standard & Poor's 2000 - 2001
OppenheimerFunds 1996 - 2000
Skills
Distribution, Wholesale, Logistics, Investments, Asset Management, Portfolio Management, Equities, Fixed Income, Hedge Funds, Separately Managed..., Financial Advisory, Bloomberg, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management
Education
Saint Bonaventure University
B.S., Finance
Delaware Investments, a member of the Macquarie Group 2011 - Present
Autonomy Distributors 2014 - Present
Legg Mason 2004 - 2011
Brain Power 2001 - 2004
Standard & Poor's 2000 - 2001
OppenheimerFunds 1996 - 2000
Skills
Distribution, Wholesale, Logistics, Investments, Asset Management, Portfolio Management, Equities, Fixed Income, Hedge Funds, Separately Managed..., Financial Advisory, Bloomberg, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management
Education
Saint Bonaventure University
B.S., Finance
Carol Wolf Carol Wolf's OppenheimerFunds Experience 2000 - July 2013
Job Retired Senior Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds 2000 - July 2013
OppenheimerFunds September 1987 - January 2000
Prudential Financial June 1982 - April 1987
Union Township Board of Education 1975 - 1982
Skills
Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Series 7, Asset Managment, Series 63, Hedge Funds, Equities, Bonds, Investment Advisory, FINRA, Financial Services, ETFs, Asset Management, Equity Research, Risk Management, Wealth Management, Trading, Financial Markets, Portfolio Management, Investments, Securities, Capital Markets, Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
Finance
Rutgers, The State University of New Jersey-Newark 1971 — 1973
BA, Economics
UHS 1965 — 1969
OppenheimerFunds 2000 - July 2013
OppenheimerFunds September 1987 - January 2000
Prudential Financial June 1982 - April 1987
Union Township Board of Education 1975 - 1982
Skills
Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Series 7, Asset Managment, Series 63, Hedge Funds, Equities, Bonds, Investment Advisory, FINRA, Financial Services, ETFs, Asset Management, Equity Research, Risk Management, Wealth Management, Trading, Financial Markets, Portfolio Management, Investments, Securities, Capital Markets, Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
Finance
Rutgers, The State University of New Jersey-Newark 1971 — 1973
BA, Economics
UHS 1965 — 1969
Cassie Perrone-Schauer Cassie Perrone-Schauer's OppenheimerFunds Experience 1996 - 2003
Job Escrow Assistant at Stewart Title
Industry Real Estate
Experience
Stewart Title 2013 - Present
Crate & Barrel 2004 - 2013
OppenheimerFunds 1996 - 2003
Education
Saint Mary's College
Bachelor of Arts (B.A.), Fine/Studio Arts
Stewart Title 2013 - Present
Crate & Barrel 2004 - 2013
OppenheimerFunds 1996 - 2003
Education
Saint Mary's College
Bachelor of Arts (B.A.), Fine/Studio Arts
Lindsey Stewart, MBA, MSM, CHAMP, CSAM Lindsey Stewart, MBA, MSM, CHAMP, CSAM's OppenheimerFunds Experience February 2014 - Present
Job IT Asset Management Specialist
Industry Financial Services
Experience
OppenheimerFunds February 2014 - Present
First Data corp January 2005 - Present
US West / Qwest 1998 - 2000
Skills
Process Improvement, Integration, Leadership, Enterprise Software, Management, Outsourcing, Purchasing, Cross-functional Team..., Project Management, Data Center, Business Process..., Program Management, Vendor Management, Software Documentation, IT Management, Business Analysis, Process Engineering, PMP
Education
Regis University 2007 — 2008
Master's degree, Project Management
University of Phoenix 1998 — 2000
Master's degree, Business Administration and Management, General
University of Phoenix
OppenheimerFunds February 2014 - Present
First Data corp January 2005 - Present
US West / Qwest 1998 - 2000
Skills
Process Improvement, Integration, Leadership, Enterprise Software, Management, Outsourcing, Purchasing, Cross-functional Team..., Project Management, Data Center, Business Process..., Program Management, Vendor Management, Software Documentation, IT Management, Business Analysis, Process Engineering, PMP
Education
Regis University 2007 — 2008
Master's degree, Project Management
University of Phoenix 1998 — 2000
Master's degree, Business Administration and Management, General
University of Phoenix
Charles Buono Charles Buono's OppenheimerFunds Experience 2006 - 2007
Job VP of Retirement Services
Industry Financial Services
Experience
Principled Advisors July 2007 - Present
OppenheimerFunds 2006 - 2007
Automatic Data Processing April 2003 - November 2006
Skills
401k, Series 63, Series 7, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Series 6, Investments, Securities, Salesforce.com, Wealth Management, Fixed Annuities, Insurance, Defined Benefit, Employee Benefits, Alternative Investments, Sales Presentations, Vendor Management, Relationship Management, Pensions, ERISA, Defined Contribution, Small Business, Financial Services, Selling, Financial Advisory, Uniform Combined State..., FINRA, Investment Advisory, Client Services, Asset Management, Sales
Education
Seton Hall University 1995 — 1999
Bachelor of Arts, Communications
Principled Advisors July 2007 - Present
OppenheimerFunds 2006 - 2007
Automatic Data Processing April 2003 - November 2006
Skills
401k, Series 63, Series 7, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Series 6, Investments, Securities, Salesforce.com, Wealth Management, Fixed Annuities, Insurance, Defined Benefit, Employee Benefits, Alternative Investments, Sales Presentations, Vendor Management, Relationship Management, Pensions, ERISA, Defined Contribution, Small Business, Financial Services, Selling, Financial Advisory, Uniform Combined State..., FINRA, Investment Advisory, Client Services, Asset Management, Sales
Education
Seton Hall University 1995 — 1999
Bachelor of Arts, Communications
John Forrest John Forrest's OppenheimerFunds Experience May 2001 - February 2009
Job Managing Director, National Accounts at Brinker Capital
Industry Financial Services
Experience
Brinker Capital October 2013 - Present
Symetra Investment Services March 2012 - July 2013
Lincoln Financial Network October 2010 - February 2012
OppenheimerFunds May 2001 - February 2009
Mass Mutual Financial Group, MML Investors Services,Inc August 1983 - May 2001
Federated Investors, Inc. 1982 - 1983
Skills
Business Development, Sales Management, Relationship Management, Retention Strategies, Training, Public Speaking, Event Planning, Series 24, Series 7, Series 65
Education
Slippery Rock University of Pennsylvania 1976 — 1979
Masters in Education, Alternative Education
Slippery Rock University of Pennsylvania 1971 — 1979
Bachelor of Arts (BA), Economics and Business
Brinker Capital October 2013 - Present
Symetra Investment Services March 2012 - July 2013
Lincoln Financial Network October 2010 - February 2012
OppenheimerFunds May 2001 - February 2009
Mass Mutual Financial Group, MML Investors Services,Inc August 1983 - May 2001
Federated Investors, Inc. 1982 - 1983
Skills
Business Development, Sales Management, Relationship Management, Retention Strategies, Training, Public Speaking, Event Planning, Series 24, Series 7, Series 65
Education
Slippery Rock University of Pennsylvania 1976 — 1979
Masters in Education, Alternative Education
Slippery Rock University of Pennsylvania 1971 — 1979
Bachelor of Arts (BA), Economics and Business
Jialu (Jacqueline) Zhang,CFA's OppenheimerFunds Experience September 2015 - Present
Job Analyst at Oppenheimer Funds
Industry Capital Markets
Experience
OppenheimerFunds September 2015 - Present
The University of Chicago Booth School of Business August 2013 - June 2015
Advisory Research July 2014 - September 2014
Power corporation of Canada July 2010 - August 2013
Monitor Group August 2008 - July 2010
Skills
Financial Analysis, Valuation, Company competitiveness..., Due Diligence, Equity Research, Investments, Financial Modeling, Corporate Finance, Bloomberg, Emerging Markets, Private Equity, Asset Management, Equities, Capital Markets, Competitive Analysis, Hedge Funds, Business Strategy, Economics, Company Valuation
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Shanghai Jiao Tong University 2004 — 2008
Bachelor, Economics
The University of British Columbia 2006 — 2007
BA, International Business
OppenheimerFunds September 2015 - Present
The University of Chicago Booth School of Business August 2013 - June 2015
Advisory Research July 2014 - September 2014
Power corporation of Canada July 2010 - August 2013
Monitor Group August 2008 - July 2010
Skills
Financial Analysis, Valuation, Company competitiveness..., Due Diligence, Equity Research, Investments, Financial Modeling, Corporate Finance, Bloomberg, Emerging Markets, Private Equity, Asset Management, Equities, Capital Markets, Competitive Analysis, Hedge Funds, Business Strategy, Economics, Company Valuation
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Shanghai Jiao Tong University 2004 — 2008
Bachelor, Economics
The University of British Columbia 2006 — 2007
BA, International Business
Thabo Mubukwanu's OppenheimerFunds Experience January 2014 - July 2014
Job Client Specialist
Industry Legal Services
Experience
Phipps Anderson Deacon LLP September 2015 - Present
Academic Technology Center, Sewanee August 2011 - May 2015
OppenheimerFunds January 2014 - July 2014
Department of Economics, Sewanee May 2013 - July 2013
Office of the Dean of the College, Sewanee June 2012 - August 2012
Messiah Ministries Community School August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Community Outreach, Editing, Event Planning
Education
Sewanee-The University of the South 2011 — 2015
Bachelor of Arts (B.A.), Economics
Kasisi Girls' Secondary School 2005 — 2009
High School Certificate
Phipps Anderson Deacon LLP September 2015 - Present
Academic Technology Center, Sewanee August 2011 - May 2015
OppenheimerFunds January 2014 - July 2014
Department of Economics, Sewanee May 2013 - July 2013
Office of the Dean of the College, Sewanee June 2012 - August 2012
Messiah Ministries Community School August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Community Outreach, Editing, Event Planning
Education
Sewanee-The University of the South 2011 — 2015
Bachelor of Arts (B.A.), Economics
Kasisi Girls' Secondary School 2005 — 2009
High School Certificate
Vince Grogan Vince Grogan's OppenheimerFunds Experience June 2014 - Present
Job Head of Institutional & Retirement Marketing, OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - Present
Goldman Sachs April 2011 - April 2014
Merrill Lynch July 2006 - April 2011
Merrill Lynch April 2003 - July 2006
Merrill Lynch January 2000 - March 2003
Merrill Lynch December 1997 - January 2000
Skills
Retirement, Series 63, Mutual Funds, Financial Services, Series 24, Series 7, 401k, Retirement Planning, Investment Management, Investment Advisory, Alternative Investments, Wealth Management, ETFs, Fixed Income, Investments, Asset Managment, Asset Allocation, Strategic Financial..., Uniform Combined State..., Hedge Funds, Equities, Financial Advisory, Securities, Series 65, Investment Strategies, FINRA, Relationship Management, Asset Management, Capital Markets
Education
Mason Gross School of the Arts 1988 — 1993
BM, Music
Rutgers University-New Brunswick 1988 — 1993
OppenheimerFunds June 2014 - Present
Goldman Sachs April 2011 - April 2014
Merrill Lynch July 2006 - April 2011
Merrill Lynch April 2003 - July 2006
Merrill Lynch January 2000 - March 2003
Merrill Lynch December 1997 - January 2000
Skills
Retirement, Series 63, Mutual Funds, Financial Services, Series 24, Series 7, 401k, Retirement Planning, Investment Management, Investment Advisory, Alternative Investments, Wealth Management, ETFs, Fixed Income, Investments, Asset Managment, Asset Allocation, Strategic Financial..., Uniform Combined State..., Hedge Funds, Equities, Financial Advisory, Securities, Series 65, Investment Strategies, FINRA, Relationship Management, Asset Management, Capital Markets
Education
Mason Gross School of the Arts 1988 — 1993
BM, Music
Rutgers University-New Brunswick 1988 — 1993
Carolyn Boccaccio Carolyn Boccaccio's OppenheimerFunds Experience February 2013 - Present
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2013 - Present
OppenheimerFunds September 2010 - February 2013
ING January 2008 - October 2008
The Hartford/Planco February 2007 - January 2008
MetLife Investors May 2004 - January 2007
Travelers Life & Annuity January 2002 - May 2004
Skills
Fixed Income, Retirement Planning, Marketing, Financial Markets, Sales, Series 7, Series 63, Mutual Funds, Investments, Finance, Asset Allocation, Securities, Alternative Investments, Retirement, 401k, Asset Management
Education
Rutgers University-New Brunswick 1995 — 2000
Bachelors, History, Minor, Political Science
OppenheimerFunds February 2013 - Present
OppenheimerFunds September 2010 - February 2013
ING January 2008 - October 2008
The Hartford/Planco February 2007 - January 2008
MetLife Investors May 2004 - January 2007
Travelers Life & Annuity January 2002 - May 2004
Skills
Fixed Income, Retirement Planning, Marketing, Financial Markets, Sales, Series 7, Series 63, Mutual Funds, Investments, Finance, Asset Allocation, Securities, Alternative Investments, Retirement, 401k, Asset Management
Education
Rutgers University-New Brunswick 1995 — 2000
Bachelors, History, Minor, Political Science
Michelle Qian's OppenheimerFunds Experience January 2011 - August 2011
Job Business Valuation Associate at PwC
Industry Financial Services
Experience
PwC September 2012 - Present
OppenheimerFunds January 2011 - August 2011
Lodge Manufacturing Company August 2010 - August 2010
Sewanee: The University of the South June 2010 - August 2010
Skills
Corporate Finance, Microsoft Office, ASC 350 Goodwill..., ASC 360 Impairment of..., ASC 805 Purchase Price..., ASC 820 Fair Value of..., Financial Modeling, Finance, Mutual Funds, Teamwork, Financial Reporting, English, Mergers, Management Consulting, Capital IQ, Equity Valuation, Business Valuation
Education
Sewanee-The University of the South 2008 — 2012
Bachelor of Arts (B.A.), Economics (Honors, summa cum laude)
PwC September 2012 - Present
OppenheimerFunds January 2011 - August 2011
Lodge Manufacturing Company August 2010 - August 2010
Sewanee: The University of the South June 2010 - August 2010
Skills
Corporate Finance, Microsoft Office, ASC 350 Goodwill..., ASC 360 Impairment of..., ASC 805 Purchase Price..., ASC 820 Fair Value of..., Financial Modeling, Finance, Mutual Funds, Teamwork, Financial Reporting, English, Mergers, Management Consulting, Capital IQ, Equity Valuation, Business Valuation
Education
Sewanee-The University of the South 2008 — 2012
Bachelor of Arts (B.A.), Economics (Honors, summa cum laude)
Richard Henn, MBA's OppenheimerFunds Experience December 2014 - Present
Job Vice President CEO Advisor Institute at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
Pennsbury Athletic Association October 2014 - Present
ReminderMedia April 2012 - September 2014
Morgan Stanley Smith Barney November 2009 - March 2012
Morgan Stanley Smith Barney January 2006 - October 2009
Smith Barney July 2004 - December 2005
Smith Barney May 2003 - June 2004
Smith Barney January 2001 - April 2003
Smith Barney November 1997 - December 2000
Skills
Wealth Management, Portfolio Management, Series 63, Series 7, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Investment Advisory, Asset Management, FINRA, Bonds, Hedge Funds, Investment Strategies, Trading, Fixed Income, Series 24, Corporate Branding, Financial Advisory, Equities, Strategic Planning, Business Intelligence, Marketing Strategy, 401k, Financial Services, Investment Management
Education
Villanova University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Seton Hall University 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
OppenheimerFunds December 2014 - Present
Pennsbury Athletic Association October 2014 - Present
ReminderMedia April 2012 - September 2014
Morgan Stanley Smith Barney November 2009 - March 2012
Morgan Stanley Smith Barney January 2006 - October 2009
Smith Barney July 2004 - December 2005
Smith Barney May 2003 - June 2004
Smith Barney January 2001 - April 2003
Smith Barney November 1997 - December 2000
Skills
Wealth Management, Portfolio Management, Series 63, Series 7, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Retirement Planning, Securities, Investment Advisory, Asset Management, FINRA, Bonds, Hedge Funds, Investment Strategies, Trading, Fixed Income, Series 24, Corporate Branding, Financial Advisory, Equities, Strategic Planning, Business Intelligence, Marketing Strategy, 401k, Financial Services, Investment Management
Education
Villanova University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Seton Hall University 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
Anthony Tanner, CFA Anthony Tanner, CFA's OppenheimerFunds Experience 1991 - 2003
Job Investment, Wealth Management Executive, Fixed Income Manager,Strategist
Industry Investment Management
Experience
BMO Private Bank July 2014 - July 2015
Wells Fargo Private Bank December 2010 - July 2014
Ironwood Investment Counsel, LLC September 2009 - November 2010
Tanner Capital Management, LLC December 2006 - September 2009
OppenheimerFunds 1991 - 2003
Skills
Wealth Management, Fixed Income Strategies, Fixed Income Portfolio..., Mutual Fund Portfolio..., Financial Advisory, Client Communications, Credit Research, Asset Allocation, High Yield Bonds, Interest Rate Risk..., Wealth Strategies, High Net Worth...
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH)
Master of Business Administration (MBA), Finance and Marketing
Saint Louis University
Bachelor of Science (BS), Finance
BMO Private Bank July 2014 - July 2015
Wells Fargo Private Bank December 2010 - July 2014
Ironwood Investment Counsel, LLC September 2009 - November 2010
Tanner Capital Management, LLC December 2006 - September 2009
OppenheimerFunds 1991 - 2003
Skills
Wealth Management, Fixed Income Strategies, Fixed Income Portfolio..., Mutual Fund Portfolio..., Financial Advisory, Client Communications, Credit Research, Asset Allocation, High Yield Bonds, Interest Rate Risk..., Wealth Strategies, High Net Worth...
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH)
Master of Business Administration (MBA), Finance and Marketing
Saint Louis University
Bachelor of Science (BS), Finance
Grace Roberts, CIA, CISA Grace Roberts, CIA, CISA's OppenheimerFunds Experience February 2006 - February 2012
Job IT Risk Professional at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente May 2014 - Present
Experis Finance June 2013 - May 2014
Deloitte September 2012 - June 2013
OppenheimerFunds February 2006 - February 2012
OppenheimerFunds December 1996 - February 2006
J&W Seligman March 1990 - December 1996
Skills
Audit Management, IT Audit, Compliance, Internal Controls, Risk Assessment, Data Loss Prevention, Security Awareness, FINRA Series 6, FINRA Series 26, Risk Management, CIA, CISA, Operational Risk, USA PATRIOT Act, Computer Assisted Audit, IIA Standards, Internal Audit, Audit Software, Sarbanes-Oxley Act, SOC 1, Segregation of Duties, Consulting, Mutual Funds, Auditing, Financial Services, Business Continuity, Anti Money Laundering, Strategy, Management, Quality Assurance, Sarbanes-Oxley, Series 6, Financial Analysis, Leadership, Finance, Financial Risk, COSO, Operational Risk..., SEC filings, AML, SAS70, Fraud, Governance, Financial Audits, Due Diligence, Business Process..., US GAAP
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Mathematics
Kaiser Permanente May 2014 - Present
Experis Finance June 2013 - May 2014
Deloitte September 2012 - June 2013
OppenheimerFunds February 2006 - February 2012
OppenheimerFunds December 1996 - February 2006
J&W Seligman March 1990 - December 1996
Skills
Audit Management, IT Audit, Compliance, Internal Controls, Risk Assessment, Data Loss Prevention, Security Awareness, FINRA Series 6, FINRA Series 26, Risk Management, CIA, CISA, Operational Risk, USA PATRIOT Act, Computer Assisted Audit, IIA Standards, Internal Audit, Audit Software, Sarbanes-Oxley Act, SOC 1, Segregation of Duties, Consulting, Mutual Funds, Auditing, Financial Services, Business Continuity, Anti Money Laundering, Strategy, Management, Quality Assurance, Sarbanes-Oxley, Series 6, Financial Analysis, Leadership, Finance, Financial Risk, COSO, Operational Risk..., SEC filings, AML, SAS70, Fraud, Governance, Financial Audits, Due Diligence, Business Process..., US GAAP
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Mathematics
Michael Dennehy Michael Dennehy's OppenheimerFunds Experience July 2011 - Present
Job VP, Senior RIA Consultant; Northeast at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2011 - Present
Old Mutual Asset Management January 2010 - June 2011
Metropolitan West Asset Management April 2007 - January 2010
Schwab Institutional February 2004 - April 2007
State Street Bank May 1996 - September 2002
Scudder Investments February 1993 - May 1996
Education
Saint Anselm College 1988 — 1992
B.A History
OppenheimerFunds July 2011 - Present
Old Mutual Asset Management January 2010 - June 2011
Metropolitan West Asset Management April 2007 - January 2010
Schwab Institutional February 2004 - April 2007
State Street Bank May 1996 - September 2002
Scudder Investments February 1993 - May 1996
Education
Saint Anselm College 1988 — 1992
B.A History
Sean Williamson Sean Williamson's OppenheimerFunds Experience November 2003 - August 2009
Job Senior Vice President/Head of Internal Communications at Neuberger Berman
Industry Banking
Experience
Neuberger Berman May 2012 - Present
Credit Suisse August 2009 - May 2012
OppenheimerFunds November 2003 - August 2009
OppenheimerFunds September 2001 - November 2003
Grant Thornton LLP March 2001 - August 2001
TorranceCo August 1999 - February 2001
Skills
Strategic Communications, Corporate Communications, Internal Communications, Communication Training, Crisis Communications, Investor Relations, Media Relations, Integrated Marketing, Marketing Communications, Social Media, Public Relations, Mutual Funds, Press Releases, Editing, Thought Leadership, Newsletters, Content Strategy, Content Management, Speech Writing, Messaging, Communications Planning, Crisis Management, Reputation Management, Corporate Social..., Message Development, Content Development, Copy Editing, Copywriting, Corporate Branding, Digital Strategy, Publicity, Digital Marketing, Digital Media, Brand Management, Journalism
Education
Seton Hall University 2008 — 2009
Master of Arts (M.A.), Strategic Communications, Honors
University of Maryland College Park 1995 — 1999
Bachelor of Arts (B.A.), Journalism
Neuberger Berman May 2012 - Present
Credit Suisse August 2009 - May 2012
OppenheimerFunds November 2003 - August 2009
OppenheimerFunds September 2001 - November 2003
Grant Thornton LLP March 2001 - August 2001
TorranceCo August 1999 - February 2001
Skills
Strategic Communications, Corporate Communications, Internal Communications, Communication Training, Crisis Communications, Investor Relations, Media Relations, Integrated Marketing, Marketing Communications, Social Media, Public Relations, Mutual Funds, Press Releases, Editing, Thought Leadership, Newsletters, Content Strategy, Content Management, Speech Writing, Messaging, Communications Planning, Crisis Management, Reputation Management, Corporate Social..., Message Development, Content Development, Copy Editing, Copywriting, Corporate Branding, Digital Strategy, Publicity, Digital Marketing, Digital Media, Brand Management, Journalism
Education
Seton Hall University 2008 — 2009
Master of Arts (M.A.), Strategic Communications, Honors
University of Maryland College Park 1995 — 1999
Bachelor of Arts (B.A.), Journalism
Richard Keri, CPA Richard Keri, CPA's OppenheimerFunds Experience September 2011 - February 2014
Job SVP, Head of Insurance, Private Client & Trust Bank Business Development at Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management May 2014 - Present
OppenheimerFunds September 2011 - February 2014
Goldman Sachs May 2006 - July 2011
Goldman Sachs December 2003 - May 2006
Goldman Sachs March 2001 - December 2003
Goldman Sachs November 1996 - March 2001
PwC September 1994 - October 1996
Skills
Financial Institutions, Private Banking, Derivatives, Fixed Income, Hedge Funds, Structured Products, Capital Markets, Investments, Finance, Asset Management, Alternative Investments, Portfolio Management, Mutual Funds, Securities, Investment Management
Education
NYU Stern School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance and Economics
Rutgers Business School 1990 — 1994
BS, Accounting
Shenkman Capital Management May 2014 - Present
OppenheimerFunds September 2011 - February 2014
Goldman Sachs May 2006 - July 2011
Goldman Sachs December 2003 - May 2006
Goldman Sachs March 2001 - December 2003
Goldman Sachs November 1996 - March 2001
PwC September 1994 - October 1996
Skills
Financial Institutions, Private Banking, Derivatives, Fixed Income, Hedge Funds, Structured Products, Capital Markets, Investments, Finance, Asset Management, Alternative Investments, Portfolio Management, Mutual Funds, Securities, Investment Management
Education
NYU Stern School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance and Economics
Rutgers Business School 1990 — 1994
BS, Accounting
Dominick Merlucci Dominick Merlucci's OppenheimerFunds Experience April 2005 - July 2008
Job Vice President 401(k) Wholesaler at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments July 2011 - April 2012
Ameriprise Financial November 2010 - June 2011
Private Investment Firm February 2010 - November 2010
Leading Regional Contracting Company July 2008 - February 2010
OppenheimerFunds April 2005 - July 2008
Skills
Financial Planning, Presenter, Client Development, Direct Sales, Sales Process, Inside Sales, Financial Analysis, Sales Presentations, Group Presentations, Wholesale Sales, Wholesaling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Fidelity Investments April 2012 - Present
Fidelity Investments July 2011 - April 2012
Ameriprise Financial November 2010 - June 2011
Private Investment Firm February 2010 - November 2010
Leading Regional Contracting Company July 2008 - February 2010
OppenheimerFunds April 2005 - July 2008
Skills
Financial Planning, Presenter, Client Development, Direct Sales, Sales Process, Inside Sales, Financial Analysis, Sales Presentations, Group Presentations, Wholesale Sales, Wholesaling
Education
Salisbury University - Perdue School of Business 2000 — 2004
David Foxhoven David Foxhoven's OppenheimerFunds Experience January 2008 - September 2010
Job EVP, Head of Operations & Technology
Industry Financial Services
Experience
ProShares ETFs and ProFunds January 2014 - Present
Brown Brothers Harriman September 2010 - January 2013
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds May 2004 - December 2007
OppenheimerFunds September 1998 - 2004
OppenheimerFunds July 1996 - September 1998
Merrill Lynch March 1991 - July 1996
Skills
Mutual Funds, Securities, Alternative Investments, Fixed Income, Investments, Equities, Financial Services, Portfolio Management, Series 7, Hedge Funds, Bloomberg, Capital Markets, Trading Systems, Trading, Derivatives, Asset Management, Risk Management, Finance, Banking, Change Management, Series 63, Asset Allocation, Investment Management, FINRA, Investment Strategies, Bonds, Options, Valuation, Back Office, Corporate Actions, Middle Office, Fund Accounting, Funding, Financial Markets, Strategy, Investment Banking, Wealth Management, Equity Derivatives, ETF, Exchange Traded...
Education
Regis University 2007 — 2008
MBA, MBA, Finance & Accounting, 4.0
University of Nebraska at Kearney 1987 — 1990
Bachelor of Science in Comprehensive Business Administration, Minors: Mathematics, Finance and Economics
Wayne State College 1985 — 1987
Partial Coursework Credit towards UNK Bachelors, Business, Mathematics & Computer Science
ProShares ETFs and ProFunds January 2014 - Present
Brown Brothers Harriman September 2010 - January 2013
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds May 2004 - December 2007
OppenheimerFunds September 1998 - 2004
OppenheimerFunds July 1996 - September 1998
Merrill Lynch March 1991 - July 1996
Skills
Mutual Funds, Securities, Alternative Investments, Fixed Income, Investments, Equities, Financial Services, Portfolio Management, Series 7, Hedge Funds, Bloomberg, Capital Markets, Trading Systems, Trading, Derivatives, Asset Management, Risk Management, Finance, Banking, Change Management, Series 63, Asset Allocation, Investment Management, FINRA, Investment Strategies, Bonds, Options, Valuation, Back Office, Corporate Actions, Middle Office, Fund Accounting, Funding, Financial Markets, Strategy, Investment Banking, Wealth Management, Equity Derivatives, ETF, Exchange Traded...
Education
Regis University 2007 — 2008
MBA, MBA, Finance & Accounting, 4.0
University of Nebraska at Kearney 1987 — 1990
Bachelor of Science in Comprehensive Business Administration, Minors: Mathematics, Finance and Economics
Wayne State College 1985 — 1987
Partial Coursework Credit towards UNK Bachelors, Business, Mathematics & Computer Science
Teresa Devereux's OppenheimerFunds Experience August 1980 - June 1983
Job Director Barclays Wealth & Investment Mgmt
Industry Financial Services
Experience
William Blair & Company September 2015 - Present
Barclays Wealth and Investment Management June 2013 - September 2015
Morgan Stanley Smith Barney July 2009 - June 2013
Citi Smith Barney May 2007 - July 2009
Citi Smith Barney September 2002 - May 2007
Citi Smith Barney August 1983 - September 2002
OppenheimerFunds August 1980 - June 1983
Skills
Coaching, Project Planning, Organizational Change, Effective communicator, Problem Solving, Expense Management, Talent Development, Optimization, Administration, Team Building, Integration, Leadership Development, Operations Management
Education
Richland Community College
Associate of Science, Mathematics/Computer Science
University of Phoenix
Bachelor of Science, Business Administration
William Blair & Company September 2015 - Present
Barclays Wealth and Investment Management June 2013 - September 2015
Morgan Stanley Smith Barney July 2009 - June 2013
Citi Smith Barney May 2007 - July 2009
Citi Smith Barney September 2002 - May 2007
Citi Smith Barney August 1983 - September 2002
OppenheimerFunds August 1980 - June 1983
Skills
Coaching, Project Planning, Organizational Change, Effective communicator, Problem Solving, Expense Management, Talent Development, Optimization, Administration, Team Building, Integration, Leadership Development, Operations Management
Education
Richland Community College
Associate of Science, Mathematics/Computer Science
University of Phoenix
Bachelor of Science, Business Administration
Leslie Bednar Leslie Bednar's OppenheimerFunds Experience April 2015 - Present
Job AVP, Integrated Marketing, DCIO
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
Prudential Financial February 2011 - April 2015
Prudential Retirement November 2007 - May 2011
Prudential Retirement September 2005 - November 2007
Benchmark Brands Inc May 2004 - March 2005
Skyline Exhibits New Jersey 2000 - 2004
The Metropolitan Museum of Art May 1997 - March 1999
Skills
Project Management, Technical Communication, Product Marketing, Marketing Management, Marketing Strategy, Direct Marketing, Digital Marketing, Catalog Production, Trade Show Marketing, Exhibition Graphics, Strategic Planning, Environmental Graphics, Graphic Arts, Traffic Management, Audience Segmentation, Program Development, Account Management, Desktop Publishing, Adobe Software, Print Production..., E-commerce, Institutional Marketing, Customer Retention, Visual Merchandising, Marketing, Insurance, Financial Services, Retirement, Relationship Management, Strategy, Management, Mutual Funds, 401k, Investments, Advertising, Marketing Communications, Retirement Planning, Process Improvement, Direct Mail, Competitive Analysis, Trade Shows, Integrated Marketing
Education
Seton Hall University 1992 — 1996
Bachelor of Arts, Business, Management, Marketing, and Related Support Services
Rockaway Valley School 1989 — 1992
Elementary, High School prep
OppenheimerFunds April 2015 - Present
Prudential Financial February 2011 - April 2015
Prudential Retirement November 2007 - May 2011
Prudential Retirement September 2005 - November 2007
Benchmark Brands Inc May 2004 - March 2005
Skyline Exhibits New Jersey 2000 - 2004
The Metropolitan Museum of Art May 1997 - March 1999
Skills
Project Management, Technical Communication, Product Marketing, Marketing Management, Marketing Strategy, Direct Marketing, Digital Marketing, Catalog Production, Trade Show Marketing, Exhibition Graphics, Strategic Planning, Environmental Graphics, Graphic Arts, Traffic Management, Audience Segmentation, Program Development, Account Management, Desktop Publishing, Adobe Software, Print Production..., E-commerce, Institutional Marketing, Customer Retention, Visual Merchandising, Marketing, Insurance, Financial Services, Retirement, Relationship Management, Strategy, Management, Mutual Funds, 401k, Investments, Advertising, Marketing Communications, Retirement Planning, Process Improvement, Direct Mail, Competitive Analysis, Trade Shows, Integrated Marketing
Education
Seton Hall University 1992 — 1996
Bachelor of Arts, Business, Management, Marketing, and Related Support Services
Rockaway Valley School 1989 — 1992
Elementary, High School prep
Dennis Wang Dennis Wang's OppenheimerFunds Experience September 2014 - Present
Job Mobile Product Manager
Industry Marketing and Advertising
Experience
OppenheimerFunds September 2014 - Present
American Express March 2013 - August 2014
American Express March 2011 - February 2013
Freelance July 2010 - February 2011
Johnson & Johnson June 2009 - June 2010
Johnson & Johnson September 2008 - May 2009
Freshpet May 2007 - August 2008
Skills
Analytics, Digital Marketing, E-commerce, Web Analytics, Cross-functional Team..., Mobile Applications, Marketing, Marketing Strategy, Strategy, Strategic Planning, Project Management, Social Media, Advertising, Product Development, Marketing Communications, Product Marketing, Social Media Marketing, Email Marketing, Search, Emerging Technologies, Mobile Payments, User Experience, Rapid Prototyping, Chewing Gum
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Marketing, Communication (Media)
OppenheimerFunds September 2014 - Present
American Express March 2013 - August 2014
American Express March 2011 - February 2013
Freelance July 2010 - February 2011
Johnson & Johnson June 2009 - June 2010
Johnson & Johnson September 2008 - May 2009
Freshpet May 2007 - August 2008
Skills
Analytics, Digital Marketing, E-commerce, Web Analytics, Cross-functional Team..., Mobile Applications, Marketing, Marketing Strategy, Strategy, Strategic Planning, Project Management, Social Media, Advertising, Product Development, Marketing Communications, Product Marketing, Social Media Marketing, Email Marketing, Search, Emerging Technologies, Mobile Payments, User Experience, Rapid Prototyping, Chewing Gum
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Marketing, Communication (Media)
Giles Van Praagh's OppenheimerFunds Experience 1993 - 1994
Job MD at Lionseye Group Digital Executive Search
Industry Staffing and Recruiting
Experience
Lionseye Group, a division of AC Lion September 2013 - Present
AC Lion April 2013 - Present
Progress Partners September 2009 - April 2013
Atlantic Investment Management April 2003 - February 2009
Delafield Asset Management July 1994 - April 2003
OppenheimerFunds 1993 - 1994
Skills
Private & Public..., M&A, Venture Capital fund..., Adtech, eCommerce, SaaS, Connector, B2B, B2C, Cash Flow, Venture Capital, Corporate Development, Business Development, Start-ups, Equity Research, Private Placements, Go-to-market Strategy, Mergers, Strategy, Analysis, E-commerce, Public Companies, Alternative Investments, Mergers & Acquisitions, Entrepreneurship, Executive search, Equities, Emerging Markets, Hedge Funds, Digital Media, Finance, Valuation, Financial Services, Due Diligence, Private Equity, Financial Modeling, Strategic Partnerships, Management, Mobile Devices, Competitive Analysis, Investor Relations, Executive Management, Asset Management, M&A experience, Connectors, Business Strategy, Cleantech, Capital, Executive Search
Education
Rollins College 1988 — 1992
BA, Environmental Studies
The Anglo American International High School 1986 — 1988
Lionseye Group, a division of AC Lion September 2013 - Present
AC Lion April 2013 - Present
Progress Partners September 2009 - April 2013
Atlantic Investment Management April 2003 - February 2009
Delafield Asset Management July 1994 - April 2003
OppenheimerFunds 1993 - 1994
Skills
Private & Public..., M&A, Venture Capital fund..., Adtech, eCommerce, SaaS, Connector, B2B, B2C, Cash Flow, Venture Capital, Corporate Development, Business Development, Start-ups, Equity Research, Private Placements, Go-to-market Strategy, Mergers, Strategy, Analysis, E-commerce, Public Companies, Alternative Investments, Mergers & Acquisitions, Entrepreneurship, Executive search, Equities, Emerging Markets, Hedge Funds, Digital Media, Finance, Valuation, Financial Services, Due Diligence, Private Equity, Financial Modeling, Strategic Partnerships, Management, Mobile Devices, Competitive Analysis, Investor Relations, Executive Management, Asset Management, M&A experience, Connectors, Business Strategy, Cleantech, Capital, Executive Search
Education
Rollins College 1988 — 1992
BA, Environmental Studies
The Anglo American International High School 1986 — 1988
Heather Wackermann Heather Wackermann's OppenheimerFunds Experience January 2015 - August 2015
Job Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - August 2015
Dish Network April 2014 - September 2014
ALE Solutions, Inc. June 2013 - December 2013
Hammond Family October 2011 - June 2013
The UPS Store July 2009 - October 2011
XSport Fitness July 2006 - April 2009
Carrabba's Italian Grill April 2006 - November 2006
Guess Who's Coming To Dinner October 2005 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Public Relations, Sales, Teamwork, Social Media, Time Management, Management, Team Building, Event Planning, Marketing Communications, Leadership, Customer Satisfaction, Marketing, Inventory Management, Team Leadership, Training, Coaching
Education
Robert Morris College 2010 — 2013
Bachelor of Business Administration Management, Business Administration, Management and Operations
National Personal Training Institute 2009 — 2010
Personal Training
OppenheimerFunds January 2015 - August 2015
Dish Network April 2014 - September 2014
ALE Solutions, Inc. June 2013 - December 2013
Hammond Family October 2011 - June 2013
The UPS Store July 2009 - October 2011
XSport Fitness July 2006 - April 2009
Carrabba's Italian Grill April 2006 - November 2006
Guess Who's Coming To Dinner October 2005 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Public Relations, Sales, Teamwork, Social Media, Time Management, Management, Team Building, Event Planning, Marketing Communications, Leadership, Customer Satisfaction, Marketing, Inventory Management, Team Leadership, Training, Coaching
Education
Robert Morris College 2010 — 2013
Bachelor of Business Administration Management, Business Administration, Management and Operations
National Personal Training Institute 2009 — 2010
Personal Training
Andrew Baird's OppenheimerFunds Experience March 1998 - March 2002
Job Sr. Director Marketing & Communications at Telx
Industry Telecommunications
Experience
Telx September 2014 - Present
Telx January 2014 - August 2014
Telx May 2011 - December 2013
Arbinet June 2006 - May 2011
Invest Financial June 2002 - June 2006
Synergy Bank June 2002 - June 2006
Oppenheimerfunds March 1998 - March 2002
Skills
Product Management, Pricing, Market Research, Project Management, Leadership, Training, Web Marketing, Product Design, Target Marketing, Telecommunications, VoIP, Product Marketing, Web Development, Web Analytics, Web 2.0, Web Design, User Experience, User Experience Design, Product Development, Marketing, B2B, Integrated Marketing, Sales, E-commerce
Education
General Assembly 2012 — 2013
User Experience (UX)
Rutgers University-New Brunswick 2003 — 2006
B.S. Marketing, English & Psychoanalysis
Telx September 2014 - Present
Telx January 2014 - August 2014
Telx May 2011 - December 2013
Arbinet June 2006 - May 2011
Invest Financial June 2002 - June 2006
Synergy Bank June 2002 - June 2006
Oppenheimerfunds March 1998 - March 2002
Skills
Product Management, Pricing, Market Research, Project Management, Leadership, Training, Web Marketing, Product Design, Target Marketing, Telecommunications, VoIP, Product Marketing, Web Development, Web Analytics, Web 2.0, Web Design, User Experience, User Experience Design, Product Development, Marketing, B2B, Integrated Marketing, Sales, E-commerce
Education
General Assembly 2012 — 2013
User Experience (UX)
Rutgers University-New Brunswick 2003 — 2006
B.S. Marketing, English & Psychoanalysis
Tracy Cairoli, CIMA, CRPC Tracy Cairoli, CIMA, CRPC's OppenheimerFunds Experience October 2003 - Present
Job Assistant Vice President
Industry Investment Management
Experience
Oppenheimerfunds October 2003 - Present
OppenheimerFunds September 2006 - August 2008
Merrill Lynch June 1999 - September 2003
Skills
Asset Allocation, Mutual Funds, Asset Management, Separately Managed..., Relationship Management, Securities, Sales, Investment Advisory, Strategy, Defined Benefit, Series 7, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor's degree, Finance minor
New Milford
High School
Oppenheimerfunds October 2003 - Present
OppenheimerFunds September 2006 - August 2008
Merrill Lynch June 1999 - September 2003
Skills
Asset Allocation, Mutual Funds, Asset Management, Separately Managed..., Relationship Management, Securities, Sales, Investment Advisory, Strategy, Defined Benefit, Series 7, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor's degree, Finance minor
New Milford
High School
Marty Willis Marty Willis's OppenheimerFunds Experience 2009 - Present
Job CMO Oppenheimerfunds
Industry Financial Services
Experience
BPA Worldwide 2013 - Present
OppenheimerFunds 2009 - Present
Sewanee:The University of the South 2009 - 2011
Sewanee:The University of the South 2004 - 2011
Fidelity investments 1984 - 2009
Massachusetts Financial Services 1982 - 1984
Skills
strategic marketing, Marketing, Business Strategy, Product Management, Social Media Marketing, Management, Social Media, Marketing Management, Sales Management, Investments, Segmentation, Market Research, Change Management, Email Marketing, Strategic Planning, Integrated Marketing, Competitive Analysis, Public Relations, Analytics, Strategy, Digital Media, Asset Allocation, Marketing Strategy, Financial Services, Asset Management, Strategic Partnerships, Leadership, Sales, Marketing Communications, Series 7
Education
Sewanee-The University of the South 1978 — 1982
BA, english
Marblehead high school 1974 — 1978
BPA Worldwide 2013 - Present
OppenheimerFunds 2009 - Present
Sewanee:The University of the South 2009 - 2011
Sewanee:The University of the South 2004 - 2011
Fidelity investments 1984 - 2009
Massachusetts Financial Services 1982 - 1984
Skills
strategic marketing, Marketing, Business Strategy, Product Management, Social Media Marketing, Management, Social Media, Marketing Management, Sales Management, Investments, Segmentation, Market Research, Change Management, Email Marketing, Strategic Planning, Integrated Marketing, Competitive Analysis, Public Relations, Analytics, Strategy, Digital Media, Asset Allocation, Marketing Strategy, Financial Services, Asset Management, Strategic Partnerships, Leadership, Sales, Marketing Communications, Series 7
Education
Sewanee-The University of the South 1978 — 1982
BA, english
Marblehead high school 1974 — 1978
Ken Hart Ken Hart's OppenheimerFunds Experience March 1994 - January 1998
Job Staples Senior Account Manager Berkshire Hathaway
Industry Executive Office
Experience
Staples Business Advantage November 2010 - Present
Corporate Express 2004 - July 2008
Corporate Express 2004 - 2008
Kingsdown 1999 - 2003
OppenheimerFunds March 1994 - January 1998
The Purchasing Group March 1991 - March 1993
American Express Business Travel March 1986 - March 1992
Skills
Salesforce.com, New Business Development, Account Management, Solution Selling, Sales Management
Education
San Jacinto College 1984 — 1986
University of Houston
Staples Business Advantage November 2010 - Present
Corporate Express 2004 - July 2008
Corporate Express 2004 - 2008
Kingsdown 1999 - 2003
OppenheimerFunds March 1994 - January 1998
The Purchasing Group March 1991 - March 1993
American Express Business Travel March 1986 - March 1992
Skills
Salesforce.com, New Business Development, Account Management, Solution Selling, Sales Management
Education
San Jacinto College 1984 — 1986
University of Houston
Michael Brascetta Michael Brascetta's OppenheimerFunds Experience December 1997 - March 2000
Job Senior Vice President, ETF Operations at Citi
Industry Financial Services
Experience
Citi August 2010 - Present
Citi April 2008 - July 2010
Citi January 2007 - April 2008
OppenheimerFunds December 1997 - March 2000
BISYS Fund Services April 1996 - November 1997
The Vanguard Group January 1982 - March 1996
Skills
ETFs, Mutual Funds, Financial Services, Fund Accounting, Transfer Agency
Education
Rider University
Bachelor of Science, Finance
Saint Joseph's University
MBA, Administrative Management
Citi August 2010 - Present
Citi April 2008 - July 2010
Citi January 2007 - April 2008
OppenheimerFunds December 1997 - March 2000
BISYS Fund Services April 1996 - November 1997
The Vanguard Group January 1982 - March 1996
Skills
ETFs, Mutual Funds, Financial Services, Fund Accounting, Transfer Agency
Education
Rider University
Bachelor of Science, Finance
Saint Joseph's University
MBA, Administrative Management
Patrick Halas's OppenheimerFunds Experience February 2001 - March 2007
Job Marketing Director
Industry Financial Services
Experience
Great-West Financial June 2015 - Present
Jackson National Life November 2011 - June 2015
Jackson National Life May 2010 - November 2011
Jackson National Life January 2008 - June 2010
Colorado State Bank and Trust March 2007 - January 2008
OppenheimerFunds February 2001 - March 2007
Skills
Mutual Funds, Series 7, Series 63, Series 6, 401k, Retirement, Investments, Financial Services, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Separately Managed..., Wealth Management, Variable Annuities, Financial Markets, Relationship Management, IRAs, Sales, Financial Advisory, ETFs, FINRA, Investment Management, Series 24, Securities
Education
Seton Hall University 1995 — 1999
Bachelor of Arts, Communications
Great-West Financial June 2015 - Present
Jackson National Life November 2011 - June 2015
Jackson National Life May 2010 - November 2011
Jackson National Life January 2008 - June 2010
Colorado State Bank and Trust March 2007 - January 2008
OppenheimerFunds February 2001 - March 2007
Skills
Mutual Funds, Series 7, Series 63, Series 6, 401k, Retirement, Investments, Financial Services, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Separately Managed..., Wealth Management, Variable Annuities, Financial Markets, Relationship Management, IRAs, Sales, Financial Advisory, ETFs, FINRA, Investment Management, Series 24, Securities
Education
Seton Hall University 1995 — 1999
Bachelor of Arts, Communications
Debbie Bowyer Debbie Bowyer's OppenheimerFunds Experience September 2004 - December 2008
Job Sales and Marketing
Industry Real Estate
Experience
RealtyUSA April 2013 - Present
Clear Channel Radio July 2010 - March 2013
CNY Business Journal August 2008 - July 2010
OppenheimerFunds September 2004 - December 2008
Paul Witts Advertising 1996 - April 2000
Capital Radio April 1988 - 1996
Skills
Advertising, Integrated Marketing, Marketing, Social Media Marketing, B2B, Marketing Communications, Online Advertising, New Business Development, Media Relations, Newsletters, Radio, Sales, Event Planning, Media Planning, Digital Marketing, Start-ups, Social Networking, Account Management, Business Development, Market Planning, Public Relations, Social Media, Online Marketing, Press Releases, Digital Media, Marketing Strategy, Email Marketing, Facebook, Advertising Sales, Lead Generation, SEO, Sponsorship, Direct Marketing, Cold Calling, Real Estate, SEM, Brand Development, Media Buying, Event Management, Digital Strategy, Brand Management, Direct Mail, Selling, Radio Advertising, Mobile Marketing, Market Research, Experience in NTR (non...
Education
Southampton Solent University 1982 — 1986
HNC, Business Administration and Management, General
GSAR 2013 — 2013
Licensed Sales Person, Real Estate Residential and Commercial
RealtyUSA April 2013 - Present
Clear Channel Radio July 2010 - March 2013
CNY Business Journal August 2008 - July 2010
OppenheimerFunds September 2004 - December 2008
Paul Witts Advertising 1996 - April 2000
Capital Radio April 1988 - 1996
Skills
Advertising, Integrated Marketing, Marketing, Social Media Marketing, B2B, Marketing Communications, Online Advertising, New Business Development, Media Relations, Newsletters, Radio, Sales, Event Planning, Media Planning, Digital Marketing, Start-ups, Social Networking, Account Management, Business Development, Market Planning, Public Relations, Social Media, Online Marketing, Press Releases, Digital Media, Marketing Strategy, Email Marketing, Facebook, Advertising Sales, Lead Generation, SEO, Sponsorship, Direct Marketing, Cold Calling, Real Estate, SEM, Brand Development, Media Buying, Event Management, Digital Strategy, Brand Management, Direct Mail, Selling, Radio Advertising, Mobile Marketing, Market Research, Experience in NTR (non...
Education
Southampton Solent University 1982 — 1986
HNC, Business Administration and Management, General
GSAR 2013 — 2013
Licensed Sales Person, Real Estate Residential and Commercial
Jeff Huston Jeff Huston's OppenheimerFunds Experience 2000 - 2004
Job Associate Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
TIAA-CREF August 2004 - June 2007
OppenheimerFunds 2000 - 2004
US Army December 1987 - December 1993
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Wealth Management, Investments, Strategic Financial..., Fixed Annuities, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Securities, Investment Management, Fixed Income, 403 b, Series 7, Series 6, Series 63, Series 66, Life & Health Insurance...
Education
Regis University
Bachelor of Science, Finance
United States Army
TIAA-CREF 2007 - Present
TIAA-CREF August 2004 - June 2007
OppenheimerFunds 2000 - 2004
US Army December 1987 - December 1993
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Wealth Management, Investments, Strategic Financial..., Fixed Annuities, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Securities, Investment Management, Fixed Income, 403 b, Series 7, Series 6, Series 63, Series 66, Life & Health Insurance...
Education
Regis University
Bachelor of Science, Finance
United States Army
Allison Aporta Allison Aporta's OppenheimerFunds Experience June 2015 - Present
Job Senior Legal Assistant at OppenheimerFunds
Industry Legal Services
Experience
OppenheimerFunds June 2015 - Present
The Olayan Group June 2013 - May 2015
Audible, Inc. January 2013 - June 2013
Township of New Brunswick January 2012 - January 2013
Township of Livingston June 2007 - September 2012
Rutgers University February 2010 - May 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Social Media, Research, Outlook, Customer Service, Access, Teamwork, First Aid, Time Management, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Economics
OppenheimerFunds June 2015 - Present
The Olayan Group June 2013 - May 2015
Audible, Inc. January 2013 - June 2013
Township of New Brunswick January 2012 - January 2013
Township of Livingston June 2007 - September 2012
Rutgers University February 2010 - May 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Social Media, Research, Outlook, Customer Service, Access, Teamwork, First Aid, Time Management, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Economics
Lindsay Whetton Lindsay Whetton's OppenheimerFunds Experience July 2011 - Present
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2011 - Present
TIAA-CREF 2006 - July 2011
Westwood College 2004 - 2006
TD Ameritrade 2002 - 2004
Charles Schwab 1993 - 2002
Education
Regis University 1999 — 2001
MBA, International Business.
Regis University 1994 — 1999
Bach. Sc., Bus. Admin (International)
OppenheimerFunds July 2011 - Present
TIAA-CREF 2006 - July 2011
Westwood College 2004 - 2006
TD Ameritrade 2002 - 2004
Charles Schwab 1993 - 2002
Education
Regis University 1999 — 2001
MBA, International Business.
Regis University 1994 — 1999
Bach. Sc., Bus. Admin (International)
Leeza Glorioso Leeza Glorioso's OppenheimerFunds Experience November 2007 - September 2010
Job at
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Brown Brothers Harriman January 2013 - December 2014
Brown Brothers Harriman September 2011 - January 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds November 2007 - September 2010
Skills
Valuation, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Corporate Actions, Financial Analysis, Financial Services, Alternative Investments, Investments, Financial Modeling, Asset Management
Education
Regis University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
University of Northern Colorado 1999 — 2003
Economics
Charles Schwab December 2014 - Present
Brown Brothers Harriman January 2013 - December 2014
Brown Brothers Harriman September 2011 - January 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds November 2007 - September 2010
Skills
Valuation, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Corporate Actions, Financial Analysis, Financial Services, Alternative Investments, Investments, Financial Modeling, Asset Management
Education
Regis University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
University of Northern Colorado 1999 — 2003
Economics
Paul Temple Paul Temple's OppenheimerFunds Experience January 2015 - Present
Job Senior Vice President DCIO Sales at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds May 2000 - January 2015
Prudential Financial 1998 - 2000
Merrill Lynch May 1990 - December 1998
Skills
Retirement, Series 63, Series 7, Relationship Management, Mutual Funds, Asset Allocation, 401k, Securities, Investment Advisory, Alternative Investments, Series 24, Retirement Planning, Investment Strategies, FINRA, Wealth Management
Education
Rider University 1984 — 1989
BS, Business Administration
Rider University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
OppenheimerFunds January 2015 - Present
OppenheimerFunds May 2000 - January 2015
Prudential Financial 1998 - 2000
Merrill Lynch May 1990 - December 1998
Skills
Retirement, Series 63, Series 7, Relationship Management, Mutual Funds, Asset Allocation, 401k, Securities, Investment Advisory, Alternative Investments, Series 24, Retirement Planning, Investment Strategies, FINRA, Wealth Management
Education
Rider University 1984 — 1989
BS, Business Administration
Rider University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
Dean Schafer's OppenheimerFunds Experience 1995 - 2002
Job Sr. Gross Margin Analyst at The Sports Authority
Industry Retail
Experience
The Sports Authority February 2005 - Present
Echostar 2003 - 2005
OppenheimerFunds 1995 - 2002
Unipac 1992 - 1995
Skills
Financial Modeling, Retail, Financial Analysis, Finance, Essbase, Accounting, Forecasting, Budgets, Leadership, Profit, Analysis, Microsoft Excel, Customer Service, Pricing, Inventory Management, Process Improvement, Access, Data Analysis, Business Analysis, Management, Strategic Financial..., Project Planning, Variance Analysis, Microsoft Word, Customer Satisfaction, Cross-functional Team..., Financial Reporting, Inventory Control, Training, Business Process..., PowerPoint, Sales, Time Management, Operations Management, Hyperion Enterprise, Team Building, P&L, Team Leadership, Outlook
Education
Santa Clara University 1988 — 1992
Bachelor of Science (BS), Finance, General
The Sports Authority February 2005 - Present
Echostar 2003 - 2005
OppenheimerFunds 1995 - 2002
Unipac 1992 - 1995
Skills
Financial Modeling, Retail, Financial Analysis, Finance, Essbase, Accounting, Forecasting, Budgets, Leadership, Profit, Analysis, Microsoft Excel, Customer Service, Pricing, Inventory Management, Process Improvement, Access, Data Analysis, Business Analysis, Management, Strategic Financial..., Project Planning, Variance Analysis, Microsoft Word, Customer Satisfaction, Cross-functional Team..., Financial Reporting, Inventory Control, Training, Business Process..., PowerPoint, Sales, Time Management, Operations Management, Hyperion Enterprise, Team Building, P&L, Team Leadership, Outlook
Education
Santa Clara University 1988 — 1992
Bachelor of Science (BS), Finance, General
Kemp H. Hanley, CFA Kemp H. Hanley, CFA's OppenheimerFunds Experience 2000 - 2005
Job Vice President Financial Analysis at FactRight, LLC
Industry Investment Management
Experience
FactRight, LLC October 2012 - Present
Hazelton Asset Management, LLC June 2009 - October 2012
Commercial Capital/CCI Fund Management April 2005 - April 2009
OppenheimerFunds 2000 - 2005
OppenheimerFunds 1998 - 2000
Skills
Portfolio Management, Security Analysis, Asset Management, Capital Markets, Investments, Due Diligence, Real Estate Investment, Alternative Investments, Equities, Private Equity, Mutual Funds, Private Placements, Real Estate, Real Estate Finance, Asset Managment, Real Estate Economics, Investment Properties, Financial Analysis, FINRA, Asset Allocation, Investment Management, Entrepreneurship, Hedge Funds, Series 7, Investment Advisory, Investment Strategies, Financial Advisory, Risk Management, Securities, Strategic Financial..., Financial Modeling, Series 63, Mergers & Acquisitions, Wealth Management, Financial Planning, Operational Due...
Education
Skidmore College
Bachelor of Science, Business Major, Economics Minor
University of California, Los Angeles
Award, in Accounting
University of Pittsburgh
Semester at Sea
Canadian Junior College
FactRight, LLC October 2012 - Present
Hazelton Asset Management, LLC June 2009 - October 2012
Commercial Capital/CCI Fund Management April 2005 - April 2009
OppenheimerFunds 2000 - 2005
OppenheimerFunds 1998 - 2000
Skills
Portfolio Management, Security Analysis, Asset Management, Capital Markets, Investments, Due Diligence, Real Estate Investment, Alternative Investments, Equities, Private Equity, Mutual Funds, Private Placements, Real Estate, Real Estate Finance, Asset Managment, Real Estate Economics, Investment Properties, Financial Analysis, FINRA, Asset Allocation, Investment Management, Entrepreneurship, Hedge Funds, Series 7, Investment Advisory, Investment Strategies, Financial Advisory, Risk Management, Securities, Strategic Financial..., Financial Modeling, Series 63, Mergers & Acquisitions, Wealth Management, Financial Planning, Operational Due...
Education
Skidmore College
Bachelor of Science, Business Major, Economics Minor
University of California, Los Angeles
Award, in Accounting
University of Pittsburgh
Semester at Sea
Canadian Junior College
Mark Schon Mark Schon's OppenheimerFunds Experience February 1994 - November 1996
Job Financial Services Professional
Industry Financial Services
Experience
Dividend Capital June 2010 - July 2013
Invesco Aim June 1997 - June 2010
OppenheimerFunds February 1994 - November 1996
Textainer 1990 - 1994
Skills
Series 7, Series 6, ETFs, Investments, Mutual Funds, Alternative Investments, Series 24, Series 63, Separately Managed..., Marketing, Portfolio Management, FINRA, Management, Retirement Planning, Fixed Annuities, REIT, Financial Advisory, Series 65, Asset Allocation, Uniform Combined State..., Investment Strategies, Variable Annuities, Investment Advisory, Securities, 401k, Retirement, Wealth Management, IRAs, Insurance, Financial Planners, Asset Management, Life Insurance, Strategic Financial..., Investment Management, Hedge Funds, 401k Rollovers, Qualified Retirement...
Education
San Francisco State University, College of Business 1981 — 1983
Bachelor of Science, Business Administration; Accounting
Dividend Capital June 2010 - July 2013
Invesco Aim June 1997 - June 2010
OppenheimerFunds February 1994 - November 1996
Textainer 1990 - 1994
Skills
Series 7, Series 6, ETFs, Investments, Mutual Funds, Alternative Investments, Series 24, Series 63, Separately Managed..., Marketing, Portfolio Management, FINRA, Management, Retirement Planning, Fixed Annuities, REIT, Financial Advisory, Series 65, Asset Allocation, Uniform Combined State..., Investment Strategies, Variable Annuities, Investment Advisory, Securities, 401k, Retirement, Wealth Management, IRAs, Insurance, Financial Planners, Asset Management, Life Insurance, Strategic Financial..., Investment Management, Hedge Funds, 401k Rollovers, Qualified Retirement...
Education
San Francisco State University, College of Business 1981 — 1983
Bachelor of Science, Business Administration; Accounting
Roman Pytel Roman Pytel's OppenheimerFunds Experience January 1998 - January 1999
Job Expert at working! Consults local and national companies to develop, design and restructure business creating
Industry Management Consulting
Experience
Work February 2010 - Present
Self employed March 2009 - 2011
Hunter Marine December 2007 - January 2009
Dragonfly Construction February 2002 - January 2007
OppenheimerFunds January 1998 - January 1999
Old Kent Bank January 1993 - December 1998
Education
Ripon College 1988 — 1992
BA, Politics, Religion, Leadershp
Work February 2010 - Present
Self employed March 2009 - 2011
Hunter Marine December 2007 - January 2009
Dragonfly Construction February 2002 - January 2007
OppenheimerFunds January 1998 - January 1999
Old Kent Bank January 1993 - December 1998
Education
Ripon College 1988 — 1992
BA, Politics, Religion, Leadershp
George Batejan George Batejan's OppenheimerFunds Experience June 1998 - April 2003
Job EVP, Global Head of Technology and Operations at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group October 2010 - Present
Evergreen Investments June 2003 - October 2009
OppenheimerFunds June 1998 - April 2003
American International Group October 1994 - May 1998
Chase Manhattan Corporation June 1976 - October 1994
Skills
Portfolio Management, Investments, Asset Management, Banking, Securities
Education
Rensselaer Polytechnic Institute 1975 — 1976
MS, Industrial Engineering
Rensselaer Polytechnic Institute 1971 — 1975
BS, Physics
Janus Capital Group October 2010 - Present
Evergreen Investments June 2003 - October 2009
OppenheimerFunds June 1998 - April 2003
American International Group October 1994 - May 1998
Chase Manhattan Corporation June 1976 - October 1994
Skills
Portfolio Management, Investments, Asset Management, Banking, Securities
Education
Rensselaer Polytechnic Institute 1975 — 1976
MS, Industrial Engineering
Rensselaer Polytechnic Institute 1971 — 1975
BS, Physics
Bill Clinton Bill Clinton's OppenheimerFunds Experience June 2013 - February 2015
Job Regional Vice President, Emerging Market Specialist Mirae Asset Global Investments (USA)
Industry Financial Services
Experience
Mirae Asset Global Investments February 2015 - Present
OppenheimerFunds June 2013 - February 2015
Barclays April 2011 - June 2013
The Ayco Company, L.P., a Goldman Sachs Company April 2010 - March 2011
Merrill Lynch March 2008 - April 2010
Merrill Lynch February 2007 - March 2008
Skills
Series 7, Mutual Funds, Investments, Fixed Income, Equities, Alternative Investments, Asset Allocation, Securities, Portfolio Management, Sales, Asset Management
Education
Siena College
Finance
Mirae Asset Global Investments February 2015 - Present
OppenheimerFunds June 2013 - February 2015
Barclays April 2011 - June 2013
The Ayco Company, L.P., a Goldman Sachs Company April 2010 - March 2011
Merrill Lynch March 2008 - April 2010
Merrill Lynch February 2007 - March 2008
Skills
Series 7, Mutual Funds, Investments, Fixed Income, Equities, Alternative Investments, Asset Allocation, Securities, Portfolio Management, Sales, Asset Management
Education
Siena College
Finance
Elisa Chrysanthis Elisa Chrysanthis's OppenheimerFunds Experience April 1996 - December 2000
Job VP Global Product Marketing, Management & Launch | Fresh Perspective In Defining Strategy To Gain & Expand Market Share
Industry Financial Services
Experience
Global Product Marketing Leadership in the Greater New York City Area 2014 - Present
HSBC January 2014 - 2014
HSBC January 2012 - December 2013
HSBC July 2004 - December 2011
Citi January 2001 - June 2004
OppenheimerFunds April 1996 - December 2000
Skills
Marketing Strategy, Marketing Communications, Global Marketing, Content Marketing, Strategy, Segmentation, Analytics, Competitive Analysis, Strategic Partnerships, Financial Services, Management, B2B Marketing, Strategic Planning, Product Marketing, Product Management, Global Strategy, Product Development, Product Launch, Product Knowledge, Marketing, Marketing Management, Digital Marketing, Digital Strategy, Leadership
Education
Rider University
Bachelor of Science in Commerce, Major: Marketing
Global Product Marketing Leadership in the Greater New York City Area 2014 - Present
HSBC January 2014 - 2014
HSBC January 2012 - December 2013
HSBC July 2004 - December 2011
Citi January 2001 - June 2004
OppenheimerFunds April 1996 - December 2000
Skills
Marketing Strategy, Marketing Communications, Global Marketing, Content Marketing, Strategy, Segmentation, Analytics, Competitive Analysis, Strategic Partnerships, Financial Services, Management, B2B Marketing, Strategic Planning, Product Marketing, Product Management, Global Strategy, Product Development, Product Launch, Product Knowledge, Marketing, Marketing Management, Digital Marketing, Digital Strategy, Leadership
Education
Rider University
Bachelor of Science in Commerce, Major: Marketing
Larry Nisenson Larry Nisenson's OppenheimerFunds Experience 1996 - 1998
Job VP of Sales Prudential Channel at Plymouth Rock Assurance New Jersey
Industry Financial Services
Experience
Plymouth Rock Assurance New Jersey April 2014 - Present
AXA Equitable April 2012 - August 2013
American General June 2008 - December 2011
Allstate Financial 2000 - 2008
HSBC Securities May 1998 - August 2000
OppenheimerFunds 1996 - 1998
Prime Charter 1995 - 1996
Skills
Team Building, B2C marketing, Annuities, Annuity, Sales Management, New Business Development, Wholesaling, Mutual Funds, Retirement, Series 7, Retirement Planning, Insurance, Securities, Investments, Financial Planning, 401k, Wealth Management, IRA's, Financial Advisory, Asset Management, Investment Strategies, Series 63, Term Life Insurance, Consultative Selling, Asset Allocation, Equities, Business Planning, Strategic Planning, Strategy Development, Customer Relations, Mentoring, Public Speaking, Executive Management, Financial Markets, Selling, IRAs, Fixed Annuities, Life Insurance, Employee Benefits, Strategy, Disability Insurance, Financial Planners, Banking, Series 6, Strategic Financial..., Long-term Care, Estate Planning, Variable Annuities, Wholesale, Leadership
Education
Rutgers University-New Brunswick 1984 — 1988
BA, Political Science
Plymouth Rock Assurance New Jersey April 2014 - Present
AXA Equitable April 2012 - August 2013
American General June 2008 - December 2011
Allstate Financial 2000 - 2008
HSBC Securities May 1998 - August 2000
OppenheimerFunds 1996 - 1998
Prime Charter 1995 - 1996
Skills
Team Building, B2C marketing, Annuities, Annuity, Sales Management, New Business Development, Wholesaling, Mutual Funds, Retirement, Series 7, Retirement Planning, Insurance, Securities, Investments, Financial Planning, 401k, Wealth Management, IRA's, Financial Advisory, Asset Management, Investment Strategies, Series 63, Term Life Insurance, Consultative Selling, Asset Allocation, Equities, Business Planning, Strategic Planning, Strategy Development, Customer Relations, Mentoring, Public Speaking, Executive Management, Financial Markets, Selling, IRAs, Fixed Annuities, Life Insurance, Employee Benefits, Strategy, Disability Insurance, Financial Planners, Banking, Series 6, Strategic Financial..., Long-term Care, Estate Planning, Variable Annuities, Wholesale, Leadership
Education
Rutgers University-New Brunswick 1984 — 1988
BA, Political Science
Tom Frengillo Tom Frengillo's OppenheimerFunds Experience 2004 - 2007
Job President and C.E.O., at Red Book Solutions
Industry Management Consulting
Experience
Red Book Solutions March 2007 - Present
OppenheimerFunds 2004 - 2007
RR Donnelley 1988 - 2004
Skills
Certified Net Promoter®..., Change Management, Management, Strategic Planning, Continuous Improvement, Lean Manufacturing, Call Centers, Software Documentation, New Business Development, Strategy, Financial Services, Leadership, Team Building, Account Management, Consulting, Cross-functional Team..., Customer Service, P, Process Improvement, Variable Data Printing
Education
Rochester Institute of Technology 1982 — 1986
BS, Print Management
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Certification, Lean Manufacturing, Leadership
Red Book Solutions March 2007 - Present
OppenheimerFunds 2004 - 2007
RR Donnelley 1988 - 2004
Skills
Certified Net Promoter®..., Change Management, Management, Strategic Planning, Continuous Improvement, Lean Manufacturing, Call Centers, Software Documentation, New Business Development, Strategy, Financial Services, Leadership, Team Building, Account Management, Consulting, Cross-functional Team..., Customer Service, P, Process Improvement, Variable Data Printing
Education
Rochester Institute of Technology 1982 — 1986
BS, Print Management
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Certification, Lean Manufacturing, Leadership
Sabria Farheen Sabria Farheen's OppenheimerFunds Experience January 2012 - August 2012
Job Technology Associate at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates July 2013 - June 2015
OppenheimerFunds January 2012 - August 2012
The University of the South August 2009 - December 2011
Mathematics & Computer Science Department, The University of the South May 2011 - July 2011
Grameen Bank June 2010 - July 2010
Skills
Java, Microsoft Excel, VBA, Data Analysis
Education
University of Waterloo 2015 — 2017
Master’s Degree, Computer Science
Sewanee-The University of the South 2009 — 2013
Bachelor of Science, Computer Science, 4.0
Mastermind School, Dhaka, Bangladesh
A-levels & O-levels
Bridgewater Associates July 2013 - June 2015
OppenheimerFunds January 2012 - August 2012
The University of the South August 2009 - December 2011
Mathematics & Computer Science Department, The University of the South May 2011 - July 2011
Grameen Bank June 2010 - July 2010
Skills
Java, Microsoft Excel, VBA, Data Analysis
Education
University of Waterloo 2015 — 2017
Master’s Degree, Computer Science
Sewanee-The University of the South 2009 — 2013
Bachelor of Science, Computer Science, 4.0
Mastermind School, Dhaka, Bangladesh
A-levels & O-levels
Julie Cusker Julie Cusker's OppenheimerFunds Experience July 2010 - Present
Job Human Resources Relationship Manager Rochester Division at OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds July 2010 - Present
Cusker Business Support Solutions January 2010 - July 2010
Eagle Productivity Solutions April 2009 - October 2009
OppenheimerFunds 1992 - 2009
Arthur Andersen LLP August 1996 - August 1997
Rochester Fund Distributors, Inc. January 1992 - August 1996
Skills
Workshop Facilitation, Training, Performance Management, Talent Management, Recruiting, Strategy, Leadership, Human Resources, Management, Employee Relations, Coaching, Program Management, Personnel Management, Project Planning, Time Management, Career Development
Education
Rochester Institute of Technology 1987 — 1991
BS, Marketing
OppenheimerFunds July 2010 - Present
Cusker Business Support Solutions January 2010 - July 2010
Eagle Productivity Solutions April 2009 - October 2009
OppenheimerFunds 1992 - 2009
Arthur Andersen LLP August 1996 - August 1997
Rochester Fund Distributors, Inc. January 1992 - August 1996
Skills
Workshop Facilitation, Training, Performance Management, Talent Management, Recruiting, Strategy, Leadership, Human Resources, Management, Employee Relations, Coaching, Program Management, Personnel Management, Project Planning, Time Management, Career Development
Education
Rochester Institute of Technology 1987 — 1991
BS, Marketing
Derek Widmayer's OppenheimerFunds Experience February 2014 - Present
Job Technical Lead Systems Development Internet at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds February 2014 - Present
Regis University March 2009 - Present
Oppenheimerfunds September 2008 - January 2014
Qwest Communications June 2000 - September 2008
Skills
Web Services, SQL, Java, Agile Methodologies, Software Development, Ruby, Ruby on Rails, REST, JSON, Unix, Perl, Object Oriented Design, Software Engineering, SDLC, jQuery, SOAP, CSS3, C#, Web Applications, SOA, XML, Java Enterprise Edition, Scrum, Databases, Agile Project Management, Tomcat, Eclipse, Distributed Systems, Weblogic, Subversion, Linux, UML, JavaScript, Web Analytics, Web Development, Web Project Management, Website Development, Data Analysis, Digital Strategy, Solution Architecture, Web Design, CSS
Education
Regis University 1999 — 2007
M.S. Software Engineering, Software Engineering
University of Colorado Boulder 1993 — 1996
Economics/Psychology, Economics & Psychology
OppenheimerFunds February 2014 - Present
Regis University March 2009 - Present
Oppenheimerfunds September 2008 - January 2014
Qwest Communications June 2000 - September 2008
Skills
Web Services, SQL, Java, Agile Methodologies, Software Development, Ruby, Ruby on Rails, REST, JSON, Unix, Perl, Object Oriented Design, Software Engineering, SDLC, jQuery, SOAP, CSS3, C#, Web Applications, SOA, XML, Java Enterprise Edition, Scrum, Databases, Agile Project Management, Tomcat, Eclipse, Distributed Systems, Weblogic, Subversion, Linux, UML, JavaScript, Web Analytics, Web Development, Web Project Management, Website Development, Data Analysis, Digital Strategy, Solution Architecture, Web Design, CSS
Education
Regis University 1999 — 2007
M.S. Software Engineering, Software Engineering
University of Colorado Boulder 1993 — 1996
Economics/Psychology, Economics & Psychology
Frank Ronquillo Frank Ronquillo's OppenheimerFunds Experience 2000 - 2004
Job Retirement Plan Consultant, providing 401k solutions to plan sponsors to improve retirement readiness.
Industry Financial Services
Experience
ADP July 2015 - Present
J.P. Morgan October 2007 - June 2015
AXA Advisors September 2005 - October 2007
Madison Trading 2004 - 2005
OppenheimerFunds 2000 - 2004
Skills
Equities, Investments, Series 7, Finance, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Hedge Funds, Asset Management, Securities, Portfolio Management, Bloomberg, Retirement Planning, Defined Contribution, Retirement Plan..., Retirement Savings, Trading, 401k, Financial Services, Financial Analysis, Investment Advisory, Investment Strategies, Retirement
Education
St. Peter's College 1995 — 1999
Bachelors of Science, Business
Old Bridge High School
ADP July 2015 - Present
J.P. Morgan October 2007 - June 2015
AXA Advisors September 2005 - October 2007
Madison Trading 2004 - 2005
OppenheimerFunds 2000 - 2004
Skills
Equities, Investments, Series 7, Finance, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Hedge Funds, Asset Management, Securities, Portfolio Management, Bloomberg, Retirement Planning, Defined Contribution, Retirement Plan..., Retirement Savings, Trading, 401k, Financial Services, Financial Analysis, Investment Advisory, Investment Strategies, Retirement
Education
St. Peter's College 1995 — 1999
Bachelors of Science, Business
Old Bridge High School
Beth Fitzgerald Beth Fitzgerald's OppenheimerFunds Experience November 1993 - November 1995
Job Program Developer at VolunteerConnect
Industry Health, Wellness and Fitness
Experience
Beth Fitzgerald Life Coaching, LLC February 2014 - Present
VolunteerConnect April 2014 - July 2015
Trinity Church May 2008 - October 2013
The Crisis Ministry of Mercer County, Inc. January 2004 - May 2010
Paragon Consulting Associates, Inc. September 1996 - June 1998
OppenheimerFunds November 1993 - November 1995
OppenheimerFunds March 1992 - November 1993
Prudential Financial October 1989 - March 1992
Prudential Financial October 1988 - October 1989
Aegis Capital Management Corp. April 1987 - June 1988
Skills
Public Speaking, Research, Coaching, Teaching, Higher Education, Nonprofits, Community Outreach, Program Development, Fundraising, Staff Development, Grant Writing, Leadership Development, Curriculum Design, Curriculum Development, Editing, Event Planning, Tutoring, Social Media, PowerPoint, Adult Education, Training, English, Volunteer Management, Social Networking, Management
Education
Rutgers University-New Brunswick 1983 — 1987
Bachelor of Arts (B.A.), Economics and English
Beth Fitzgerald Life Coaching, LLC February 2014 - Present
VolunteerConnect April 2014 - July 2015
Trinity Church May 2008 - October 2013
The Crisis Ministry of Mercer County, Inc. January 2004 - May 2010
Paragon Consulting Associates, Inc. September 1996 - June 1998
OppenheimerFunds November 1993 - November 1995
OppenheimerFunds March 1992 - November 1993
Prudential Financial October 1989 - March 1992
Prudential Financial October 1988 - October 1989
Aegis Capital Management Corp. April 1987 - June 1988
Skills
Public Speaking, Research, Coaching, Teaching, Higher Education, Nonprofits, Community Outreach, Program Development, Fundraising, Staff Development, Grant Writing, Leadership Development, Curriculum Design, Curriculum Development, Editing, Event Planning, Tutoring, Social Media, PowerPoint, Adult Education, Training, English, Volunteer Management, Social Networking, Management
Education
Rutgers University-New Brunswick 1983 — 1987
Bachelor of Arts (B.A.), Economics and English
Jennifer Ngai Jennifer Ngai's OppenheimerFunds Experience May 2012 - August 2012
Job Regulatory Reporting Specialist at State Street Corporation
Industry Financial Services
Experience
State Street February 2015 - Present
State Street March 2014 - February 2015
State Street May 2013 - March 2014
OppenheimerFunds May 2012 - August 2012
Bank of Tokyo-Mitsubishi UFJ May 2011 - August 2011
Skills
Finance, Regulatory Reporting, Data Analysis, Customer Service, Bloomberg Terminal, Microsoft Excel, Microsoft Word, HTML, VBA, Adobe Illustrator
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor’s Degree, Finance, General
State Street February 2015 - Present
State Street March 2014 - February 2015
State Street May 2013 - March 2014
OppenheimerFunds May 2012 - August 2012
Bank of Tokyo-Mitsubishi UFJ May 2011 - August 2011
Skills
Finance, Regulatory Reporting, Data Analysis, Customer Service, Bloomberg Terminal, Microsoft Excel, Microsoft Word, HTML, VBA, Adobe Illustrator
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor’s Degree, Finance, General
Jett Fisher's OppenheimerFunds Experience June 2011 - August 2011
Job RFP Specialist at Invesco
Industry Financial Services
Experience
Invesco Ltd. January 2015 - Present
CTPartners 2014 - 2015
AlphaSights April 2013 - June 2013
Bridgewater Associates 2011 - 2013
OppenheimerFunds June 2011 - August 2011
Skills
Research, Teaching, Microsoft Excel, Spanish, Marketing Strategy, Writing, Hedge Funds, Industry Research, Reporting & Analysis, Report Writing, Microsoft Office, Coaching, Market Research, Recruiting, RFP, RFP Generation
Education
Sewanee-The University of the South 2007 — 2011
B.A., English
University of Oxford 2009 — 2009
St. John's College, British Studies at Oxford
El Casal de Barcelona 2007 — 2007
Outward Bound 2006 — 2006
Invesco Ltd. January 2015 - Present
CTPartners 2014 - 2015
AlphaSights April 2013 - June 2013
Bridgewater Associates 2011 - 2013
OppenheimerFunds June 2011 - August 2011
Skills
Research, Teaching, Microsoft Excel, Spanish, Marketing Strategy, Writing, Hedge Funds, Industry Research, Reporting & Analysis, Report Writing, Microsoft Office, Coaching, Market Research, Recruiting, RFP, RFP Generation
Education
Sewanee-The University of the South 2007 — 2011
B.A., English
University of Oxford 2009 — 2009
St. John's College, British Studies at Oxford
El Casal de Barcelona 2007 — 2007
Outward Bound 2006 — 2006
Kai Harvey's OppenheimerFunds Experience May 2012 - August 2012
Job Business Technology Analyst, Information Management at Deloitte
Industry Management Consulting
Experience
Deloitte September 2014 - Present
Belly Dance China/Eran Media June 2013 - August 2014
Eran Group September 2013 - January 2014
OppenheimerFunds May 2012 - August 2012
University of Colorado at Boulder January 2012 - May 2012
Delta Epsilon Iota 2012 - 2012
Vail Resorts December 2009 - April 2011
Vail Resorts August 2009 - December 2009
Skills
Economics, Marketing, Financial Analysis, Macroeconomics, Event Planning, Recruiting, Microsoft Office, Microsoft Excel
Education
University of Colorado at Boulder 2010 — 2014
Economics, Economics
Sciences Po Paris 2012 — 2013
Business/Managerial Economics
Universidad Inca Garcilaso de la Vega 2011 — 2012
mmu
Deloitte September 2014 - Present
Belly Dance China/Eran Media June 2013 - August 2014
Eran Group September 2013 - January 2014
OppenheimerFunds May 2012 - August 2012
University of Colorado at Boulder January 2012 - May 2012
Delta Epsilon Iota 2012 - 2012
Vail Resorts December 2009 - April 2011
Vail Resorts August 2009 - December 2009
Skills
Economics, Marketing, Financial Analysis, Macroeconomics, Event Planning, Recruiting, Microsoft Office, Microsoft Excel
Education
University of Colorado at Boulder 2010 — 2014
Economics, Economics
Sciences Po Paris 2012 — 2013
Business/Managerial Economics
Universidad Inca Garcilaso de la Vega 2011 — 2012
mmu
Ismael Nibot, CIMA®, CRPC®'s OppenheimerFunds Experience May 2011 - March 2013
Job Internal Sales at WBI
Industry Financial Services
Experience
WBI July 2015 - Present
Lord, Abbett & Co. LLC April 2013 - July 2015
OppenheimerFunds May 2011 - March 2013
OppenheimerFunds May 2007 - May 2011
JP Morgan Chase December 2004 - May 2007
American Express Financial Advisors August 2002 - December 2004
United States Marine Corps May 1990 - May 1998
Skills
Series 7, Mutual Funds, Sales, Sales Management, Wealth Management, Relationship Management, Spanish, Internal Wholesaling, Key Account Management, Fixed Income, Fusion, Certified Investment..., Asset Allocation, Consultative Sales..., RFP, Sales Presentations, Salesforce.com, Morningstar, Retirement Plan..., Training, Series 63, 401k, Portfolio Management, Separately Managed..., CRM, Retirement, Investments, Financial Services, Asset Management, Equities
Education
Seton Hall University 2000 — 2002
MBA, Finance
Seton Hall University 1990 — 1994
BA, History
WBI July 2015 - Present
Lord, Abbett & Co. LLC April 2013 - July 2015
OppenheimerFunds May 2011 - March 2013
OppenheimerFunds May 2007 - May 2011
JP Morgan Chase December 2004 - May 2007
American Express Financial Advisors August 2002 - December 2004
United States Marine Corps May 1990 - May 1998
Skills
Series 7, Mutual Funds, Sales, Sales Management, Wealth Management, Relationship Management, Spanish, Internal Wholesaling, Key Account Management, Fixed Income, Fusion, Certified Investment..., Asset Allocation, Consultative Sales..., RFP, Sales Presentations, Salesforce.com, Morningstar, Retirement Plan..., Training, Series 63, 401k, Portfolio Management, Separately Managed..., CRM, Retirement, Investments, Financial Services, Asset Management, Equities
Education
Seton Hall University 2000 — 2002
MBA, Finance
Seton Hall University 1990 — 1994
BA, History
Chris Clasen, CFA's OppenheimerFunds Experience February 1998 - January 2000
Job Portfolio Manager
Industry Financial Services
Experience
Annaly Capital Management February 2010 - January 2015
J.P. Morgan Asset Management February 2000 - November 2009
OppenheimerFunds February 1998 - January 2000
Skills
Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Asset Management, Risk Management, Trading Systems, Trading, Bloomberg, Leadership, Capital Markets, Interest Rates, Monetary Policy, Equities
Education
Rutgers Business School 1996 — 1997
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
morris hills
Annaly Capital Management February 2010 - January 2015
J.P. Morgan Asset Management February 2000 - November 2009
OppenheimerFunds February 1998 - January 2000
Skills
Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Asset Management, Risk Management, Trading Systems, Trading, Bloomberg, Leadership, Capital Markets, Interest Rates, Monetary Policy, Equities
Education
Rutgers Business School 1996 — 1997
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
morris hills
Rian Morrissey Rian Morrissey's OppenheimerFunds Experience January 2015 - Present
Job Vice President, Senior Advisor Consultant
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds August 2012 - December 2014
Merrill Lynch June 2011 - July 2012
Jackson National Life Distributors LLC May 2009 - May 2011
The Hartford September 2006 - May 2009
Skills
Selling, Direct Sales
Education
Rutgers University-New Brunswick
Bachelor's Degree, Economics
The Hun School of Princeton
OppenheimerFunds January 2015 - Present
OppenheimerFunds August 2012 - December 2014
Merrill Lynch June 2011 - July 2012
Jackson National Life Distributors LLC May 2009 - May 2011
The Hartford September 2006 - May 2009
Skills
Selling, Direct Sales
Education
Rutgers University-New Brunswick
Bachelor's Degree, Economics
The Hun School of Princeton
Hilary Jackowiak Hilary Jackowiak's OppenheimerFunds Experience January 2015 - Present
Job Corporate Events at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Windsor Park Conference Center February 2014 - August 2014
ComStock Advisors May 2013 - February 2014
Kao USA Inc. January 2013 - April 2013
University of Notre Dame June 2009 - August 2011
Skills
Marketing, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Data Entry, Microsoft Word, Social Media Marketing, Data Analysis, Facebook, Market Research, Public Relations, Access, Social Networking, Advertising, Public Speaking, Marketing Communications, Event Planning, Teamwork, Research, Sales, Team Building, Outlook
Education
Xavier University, Williams College of Business 2009 — 2013
BSBA,, Marketing Major, International Business Minor, December 2013 Graduate
Richmond, The American International University in London 2011 — 2011
International Business
OppenheimerFunds January 2015 - Present
Windsor Park Conference Center February 2014 - August 2014
ComStock Advisors May 2013 - February 2014
Kao USA Inc. January 2013 - April 2013
University of Notre Dame June 2009 - August 2011
Skills
Marketing, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Data Entry, Microsoft Word, Social Media Marketing, Data Analysis, Facebook, Market Research, Public Relations, Access, Social Networking, Advertising, Public Speaking, Marketing Communications, Event Planning, Teamwork, Research, Sales, Team Building, Outlook
Education
Xavier University, Williams College of Business 2009 — 2013
BSBA,, Marketing Major, International Business Minor, December 2013 Graduate
Richmond, The American International University in London 2011 — 2011
International Business
Jorleen Pollock Jorleen Pollock's OppenheimerFunds Experience 2004 - 2007
Job Managing Director Total Rewards
Industry Human Resources
Experience
Rocky Mountain HR Consulting 2007 - Present
United States Olympic Committee 2009 - 2011
TeleTech June 2008 - October 2009
ARCADIS 2007 - 2008
OppenheimerFunds 2004 - 2007
Hewlett-Packard 2003 - 2004
Skills
Benefits Administration, Performance Management, HRIS, Compensation..., Personnel Management, Human Resources, Deferred Compensation, Talent Management, Talent Acquisition, Recruiting, Strategy, Executive Pay, Leadership, Management, Program Management, Organizational..., Workforce Planning, Leadership Development, Sales Compensation, Coaching, Global Compensation
Education
Regis University
Master of Science Organizational Leadership Expected 2016
Rocky Mountain HR Consulting 2007 - Present
United States Olympic Committee 2009 - 2011
TeleTech June 2008 - October 2009
ARCADIS 2007 - 2008
OppenheimerFunds 2004 - 2007
Hewlett-Packard 2003 - 2004
Skills
Benefits Administration, Performance Management, HRIS, Compensation..., Personnel Management, Human Resources, Deferred Compensation, Talent Management, Talent Acquisition, Recruiting, Strategy, Executive Pay, Leadership, Management, Program Management, Organizational..., Workforce Planning, Leadership Development, Sales Compensation, Coaching, Global Compensation
Education
Regis University
Master of Science Organizational Leadership Expected 2016
Halsey Huth's OppenheimerFunds Experience January 2015 - August 2015
Job Product Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - August 2015
Green Fin Apparel June 2011 - August 2014
Quality Brand Capital LLC May 2014 - July 2014
Protege Partners June 2013 - August 2013
Skills
Research, Financial Modeling, Marketing, Entrepreneurship, PowerPoint, Start-ups, Market Research, Creative Problem Solving, DCF Valuation, Marketing Strategy, Leadership, Microsoft Excel, Apparel, Photoshop, Market Analysis, Financial Analysis, Sales Presentations, Product Development, E-commerce, Retail, Online Advertising, New Business Development, Bloomberg Terminal, Illustrator, Investments, Team Management, Project Management
Education
Sewanee-The University of the South 2012 — 2016
Economics
Sewanee-The University of the South 2012 — 2016
Bachelor's degree, Economics, 3.66
St. George's School 2008 — 2012
OppenheimerFunds January 2015 - August 2015
Green Fin Apparel June 2011 - August 2014
Quality Brand Capital LLC May 2014 - July 2014
Protege Partners June 2013 - August 2013
Skills
Research, Financial Modeling, Marketing, Entrepreneurship, PowerPoint, Start-ups, Market Research, Creative Problem Solving, DCF Valuation, Marketing Strategy, Leadership, Microsoft Excel, Apparel, Photoshop, Market Analysis, Financial Analysis, Sales Presentations, Product Development, E-commerce, Retail, Online Advertising, New Business Development, Bloomberg Terminal, Illustrator, Investments, Team Management, Project Management
Education
Sewanee-The University of the South 2012 — 2016
Economics
Sewanee-The University of the South 2012 — 2016
Bachelor's degree, Economics, 3.66
St. George's School 2008 — 2012
Eleanor B. Meyer Eleanor B. Meyer's OppenheimerFunds Experience 2000 - 2002
Job Freelance Marketing Writer
Industry Writing and Editing
Experience
StrollerTraffic January 2013 - January 2015
Everyday Health WhatToExpect.com DailyGlow.com January 2009 - December 2014
Time Inc. Real Simple April 2008 - January 2009
Everyday Health Inc. April 2004 - April 2008
Be Healthy & Beautiful Magazine 2002 - 2006
Morgan Stanley Dean Witter 2003 - 2004
Blissworld 2002 - 2002
Clinique 2001 - 2002
OppenheimerFunds 2000 - 2002
Skills
Copywriting, Online Advertising, Digital Media, Advertising, Marketing, Online Marketing, Digital Strategy, Social Media, Digital Marketing, Magazines, Content Strategy, Strategy, Brochures, SEO, SEM
Education
S.I. Newhouse School of Public Communications at Syracuse University 1996 — 2000
B.A., Magazine Journalism; Dual Major with Policy Studies, 3.7
StrollerTraffic January 2013 - January 2015
Everyday Health WhatToExpect.com DailyGlow.com January 2009 - December 2014
Time Inc. Real Simple April 2008 - January 2009
Everyday Health Inc. April 2004 - April 2008
Be Healthy & Beautiful Magazine 2002 - 2006
Morgan Stanley Dean Witter 2003 - 2004
Blissworld 2002 - 2002
Clinique 2001 - 2002
OppenheimerFunds 2000 - 2002
Skills
Copywriting, Online Advertising, Digital Media, Advertising, Marketing, Online Marketing, Digital Strategy, Social Media, Digital Marketing, Magazines, Content Strategy, Strategy, Brochures, SEO, SEM
Education
S.I. Newhouse School of Public Communications at Syracuse University 1996 — 2000
B.A., Magazine Journalism; Dual Major with Policy Studies, 3.7
Michael Langle Michael Langle's OppenheimerFunds Experience September 2013 - Present
Job DSR National Division at OppenheimerFunds
Industry Public Relations and Communications
Experience
OppenheimerFunds September 2013 - Present
ABB CONCISE Optical Group October 2011 - May 2013
Under Armour March 2011 - July 2011
World Recovery Services February 2011 - July 2011
Future Media Concepts May 2010 - August 2010
'We Deliver' Pizza June 2009 - August 2010
Skills
Strategic and Tactical..., Social Media, Online Research, Opportunity..., Record Maintenance, Financial Management..., Bookkeeping, Customer Relationship..., Customer Service, Staff Training, Microsoft Excel, Microsoft Word, Outlook, Adobe Creative Suite, Human Resources, Sales, Problem Solving, Social Media Marketing
Education
University of Central Florida 2009 — 2011
Bachelor of Science (B.S.), Communications and Commerce
Seminole Community College 2007 — 2008
Associate of Arts (A.A.), General Studies
OppenheimerFunds September 2013 - Present
ABB CONCISE Optical Group October 2011 - May 2013
Under Armour March 2011 - July 2011
World Recovery Services February 2011 - July 2011
Future Media Concepts May 2010 - August 2010
'We Deliver' Pizza June 2009 - August 2010
Skills
Strategic and Tactical..., Social Media, Online Research, Opportunity..., Record Maintenance, Financial Management..., Bookkeeping, Customer Relationship..., Customer Service, Staff Training, Microsoft Excel, Microsoft Word, Outlook, Adobe Creative Suite, Human Resources, Sales, Problem Solving, Social Media Marketing
Education
University of Central Florida 2009 — 2011
Bachelor of Science (B.S.), Communications and Commerce
Seminole Community College 2007 — 2008
Associate of Arts (A.A.), General Studies
Jeff Hector Jeff Hector's OppenheimerFunds Experience 1991 - 1996
Job Sr. Software Engineer at CoBank
Industry Computer Software
Experience
CoBank November 2003 - Present
INVESCO Funds Group March 1995 - October 2003
OppenheimerFunds 1991 - 1996
Oppenheimer Management Corp. January 1990 - March 1995
Skills
SDLC, Microsoft SQL Server, Agile Methodologies, VB.NET, Data Warehousing, Software Development, Requirements Analysis, SQL, Business Analysis, Integration, Software Documentation
Education
University of Colorado Denver 1988 — 1991
MBA, MIS
Regis University 1980 — 1984
BS, Computer Information Systems/Biology
CoBank November 2003 - Present
INVESCO Funds Group March 1995 - October 2003
OppenheimerFunds 1991 - 1996
Oppenheimer Management Corp. January 1990 - March 1995
Skills
SDLC, Microsoft SQL Server, Agile Methodologies, VB.NET, Data Warehousing, Software Development, Requirements Analysis, SQL, Business Analysis, Integration, Software Documentation
Education
University of Colorado Denver 1988 — 1991
MBA, MIS
Regis University 1980 — 1984
BS, Computer Information Systems/Biology
Jacquelyn (Molchon) Kearns Jacquelyn (Molchon) Kearns's OppenheimerFunds Experience March 1998 - January 2000
Job SVP, Global Leader of Sales & Marketing Solutions and Master Data Management COE
Industry Information Services
Experience
Dun & Bradstreet April 2007 - Present
Morgan Stanley Investment Management February 2004 - March 2007
New York Life Investment Management November 2000 - January 2004
Dreyfus Investments January 2000 - October 2000
OppenheimerFunds March 1998 - January 2000
First Union September 1994 - March 1998
Skills
Lead Generation, Analytics, Direct Marketing, Email Marketing, Web, Web Development, SEO, SQL Server, Strategic Planning, Online Marketing, Market Research, Marketing Strategy, SEM, Adobe, CMS, Leadership, Web Design, Web Services, Content Strategy, Web Analytics, Web Content, Adobe Creative Suite, Corporate Branding, Brand Awareness, Brand Loyalty, Brand Management, Brand Architecture, Digital Strategy, Social Media Marketing, Strategic Communications, Online Advertising, Microsoft SQL Server, Integrated Marketing, E-commerce, Digital Marketing, CRM, Strategy, Product Marketing, B2B, Marketing Management, Segmentation, Business Development, Marketing, Management, Salesforce.com, Strategic Partnerships, Product Management, Sales, Account Management, New Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Dover High School 1989 — 1992
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Dun & Bradstreet April 2007 - Present
Morgan Stanley Investment Management February 2004 - March 2007
New York Life Investment Management November 2000 - January 2004
Dreyfus Investments January 2000 - October 2000
OppenheimerFunds March 1998 - January 2000
First Union September 1994 - March 1998
Skills
Lead Generation, Analytics, Direct Marketing, Email Marketing, Web, Web Development, SEO, SQL Server, Strategic Planning, Online Marketing, Market Research, Marketing Strategy, SEM, Adobe, CMS, Leadership, Web Design, Web Services, Content Strategy, Web Analytics, Web Content, Adobe Creative Suite, Corporate Branding, Brand Awareness, Brand Loyalty, Brand Management, Brand Architecture, Digital Strategy, Social Media Marketing, Strategic Communications, Online Advertising, Microsoft SQL Server, Integrated Marketing, E-commerce, Digital Marketing, CRM, Strategy, Product Marketing, B2B, Marketing Management, Segmentation, Business Development, Marketing, Management, Salesforce.com, Strategic Partnerships, Product Management, Sales, Account Management, New Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Dover High School 1989 — 1992
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Tyler Braslow's OppenheimerFunds Experience 2015 - 2015
Job Student at Santa Clara University
Industry
Experience
OppenheimerFunds 2015 - 2015
OppenheimerFunds 2015 - 2015
Appal August 2014 - September 2014
Merrill Lynch June 2014 - August 2014
Poor Herbies October 2009 - August 2012
Merrill Lynch May 2012 - June 2012
Skills
Microsoft Excel, Leadership, Communication, Teamwork, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Public Speaking, Team Leadership, Time Management, Research, Management, English, Sales
Education
Santa Clara University 2012 — 2016
Santa Clara University - Leavey School of Business 2012 — 2016
Finance
Morristown-Beard 2009 — 2012
10-12
OppenheimerFunds 2015 - 2015
OppenheimerFunds 2015 - 2015
Appal August 2014 - September 2014
Merrill Lynch June 2014 - August 2014
Poor Herbies October 2009 - August 2012
Merrill Lynch May 2012 - June 2012
Skills
Microsoft Excel, Leadership, Communication, Teamwork, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Public Speaking, Team Leadership, Time Management, Research, Management, English, Sales
Education
Santa Clara University 2012 — 2016
Santa Clara University - Leavey School of Business 2012 — 2016
Finance
Morristown-Beard 2009 — 2012
10-12
Jessica Greaney Jessica Greaney's OppenheimerFunds Experience 2005 - 2007
Job Director, Corporate Communications at BlackRock
Industry Public Relations and Communications
Experience
BlackRock November 2010 - Present
JP Morgan October 2007 - November 2010
OppenheimerFunds 2005 - 2007
Manning Selvage and Lee September 2002 - May 2005
Ogilvy Public Relations 1998 - 2002
Education
Regis University 1994 — 1998
B.A., Political Science, Mass Communications
BlackRock November 2010 - Present
JP Morgan October 2007 - November 2010
OppenheimerFunds 2005 - 2007
Manning Selvage and Lee September 2002 - May 2005
Ogilvy Public Relations 1998 - 2002
Education
Regis University 1994 — 1998
B.A., Political Science, Mass Communications
Berk Ott's OppenheimerFunds Experience March 2013 - June 2013
Job Informatica MDM Solutions Architect at AIG
Industry Information Technology and Services
Experience
AIG February 2015 - Present
Prime Therapeutics June 2013 - May 2015
OppenheimerFunds March 2013 - June 2013
Barclays Wealth and Investment Management December 2012 - February 2013
Waste Management, Inc. June 2011 - November 2012
Bristol-Myers Squibb April 2010 - June 2011
Bristol-Myers Squibb December 2009 - March 2010
GSK April 2009 - December 2009
Bristol-Myers Squibb September 2007 - April 2009
Pfizer January 2007 - September 2007
Skills
Master Data Management, Data Integration, Data Quality, ETL, Data Warehousing, Informatica, Data Governance, Business Intelligence, Oracle, Data Modeling, Enterprise Architecture, SDLC, PL/SQL, Solution Architecture, Requirements Analysis, Database Design, Databases, SOA, Integration, Unix, Data Migration
Education
Rutgers University-New Brunswick 1977 — 1981
BSEE, Electrical Engineering
AIG February 2015 - Present
Prime Therapeutics June 2013 - May 2015
OppenheimerFunds March 2013 - June 2013
Barclays Wealth and Investment Management December 2012 - February 2013
Waste Management, Inc. June 2011 - November 2012
Bristol-Myers Squibb April 2010 - June 2011
Bristol-Myers Squibb December 2009 - March 2010
GSK April 2009 - December 2009
Bristol-Myers Squibb September 2007 - April 2009
Pfizer January 2007 - September 2007
Skills
Master Data Management, Data Integration, Data Quality, ETL, Data Warehousing, Informatica, Data Governance, Business Intelligence, Oracle, Data Modeling, Enterprise Architecture, SDLC, PL/SQL, Solution Architecture, Requirements Analysis, Database Design, Databases, SOA, Integration, Unix, Data Migration
Education
Rutgers University-New Brunswick 1977 — 1981
BSEE, Electrical Engineering
Raul Torres's OppenheimerFunds Experience November 2012 - Present
Job Manager at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds November 2012 - Present
CDI (Client: American Express) January 2011 - November 2012
H&R Block 2011 - 2012
H&R Block 2011 - 2012
Snackable Media August 2010 - November 2010
Scholastic Inc February 2008 - June 2010
American Express April 2003 - October 2007
Numeric LLC 2007 - 2007
Medco 2007 - 2007
Superior Technical Resources April 2003 - April 2005
Skills
Data Mining, SAS, Governance, Campaign Management, Template Design, Data Analysis, Analytics, Business Analysis, Business Intelligence, SQL, Segmentation, Analysis, Database Marketing, Excel, Team Leadership, Six Sigma, Template, Microsoft Excel, Data Warehousing, Project Management, Strategy, Direct Marketing, Leadership, Change Management, Project Planning, CRM, Management, Integration, Databases, SAS programming, Vendor Management, Strategic Planning, Business Process..., Requirements Gathering, Visio, Access, Business Process, Requirements Analysis, Data Modeling, Business Analytics, Business Objects, Software Project..., Predictive Analytics, Cross-functional Team..., SDLC, Process Improvement, Competitive Analysis
Education
Rutgers University-New Brunswick 2010 — 2010
Mini-MBA, Digital Marketing
Stevens Institute of Technology 2000 — 2002
Masters, Information Systems Management
Chubb Institute 1997 — 1997
Certicate, Computer Programming
Rutgers, The State University of New Jersey-Newark 1986 — 1991
BS, Management, Psychology
Eastside High School
Eastside High School
OppenheimerFunds November 2012 - Present
CDI (Client: American Express) January 2011 - November 2012
H&R Block 2011 - 2012
H&R Block 2011 - 2012
Snackable Media August 2010 - November 2010
Scholastic Inc February 2008 - June 2010
American Express April 2003 - October 2007
Numeric LLC 2007 - 2007
Medco 2007 - 2007
Superior Technical Resources April 2003 - April 2005
Skills
Data Mining, SAS, Governance, Campaign Management, Template Design, Data Analysis, Analytics, Business Analysis, Business Intelligence, SQL, Segmentation, Analysis, Database Marketing, Excel, Team Leadership, Six Sigma, Template, Microsoft Excel, Data Warehousing, Project Management, Strategy, Direct Marketing, Leadership, Change Management, Project Planning, CRM, Management, Integration, Databases, SAS programming, Vendor Management, Strategic Planning, Business Process..., Requirements Gathering, Visio, Access, Business Process, Requirements Analysis, Data Modeling, Business Analytics, Business Objects, Software Project..., Predictive Analytics, Cross-functional Team..., SDLC, Process Improvement, Competitive Analysis
Education
Rutgers University-New Brunswick 2010 — 2010
Mini-MBA, Digital Marketing
Stevens Institute of Technology 2000 — 2002
Masters, Information Systems Management
Chubb Institute 1997 — 1997
Certicate, Computer Programming
Rutgers, The State University of New Jersey-Newark 1986 — 1991
BS, Management, Psychology
Eastside High School
Eastside High School
Larry Goldstein's OppenheimerFunds Experience February 2014 - June 2014
Job SVP, Group Creative Director at Edelman
Industry Marketing and Advertising
Experience
Edelman May 2015 - Present
Prudential Financial January 2015 - Present
Pardon The Art Direction June 2011 - May 2015
Vita Organic Foods, LLC July 2011 - April 2015
Rokkan December 2014 - February 2015
OppenheimerFunds February 2014 - June 2014
mcgarrybowen November 2012 - June 2013
Ogilvy & Mather February 2012 - September 2012
JWT October 2007 - June 2011
SPREADArtCulture July 2006 - August 2008
Skills
Creative Direction, Integrated Marketing, Advertising, Brand Development, Art Direction, Creative Strategy, Luxury Goods, Marketing Communications, Strategy, Digital Strategy, Copywriting, Brand Awareness, Social Media, Financial Services, Strategic Brand..., Concept Development, Corporate Communications, strategic problem..., technology, Automotive, Brand Management, Broadcast, Corporate Branding, Graphic Design, brand journalism /..., Professional Services, Entrepreneurship, Leadership, Branding & Identity, Creative Writing, Brochures, Storytelling, B2B, Guerrilla Marketing, Start-ups, Viral Marketing, Campaigns, Communication, Brand Equity, Brand Loyalty, Technical Writing, Work Ethic, Small Business, Idea Generation, Client Presentation, Collaborative Problem..., Product Launch, New Business Development, Pro Bono, Donor Outreach
Education
School of Visual Arts 1986 — 1987
Advertising
Boston University - College of Communication 1982 — 1986
Bachelor of Science, Public Relations and Mass Communication
Edelman May 2015 - Present
Prudential Financial January 2015 - Present
Pardon The Art Direction June 2011 - May 2015
Vita Organic Foods, LLC July 2011 - April 2015
Rokkan December 2014 - February 2015
OppenheimerFunds February 2014 - June 2014
mcgarrybowen November 2012 - June 2013
Ogilvy & Mather February 2012 - September 2012
JWT October 2007 - June 2011
SPREADArtCulture July 2006 - August 2008
Skills
Creative Direction, Integrated Marketing, Advertising, Brand Development, Art Direction, Creative Strategy, Luxury Goods, Marketing Communications, Strategy, Digital Strategy, Copywriting, Brand Awareness, Social Media, Financial Services, Strategic Brand..., Concept Development, Corporate Communications, strategic problem..., technology, Automotive, Brand Management, Broadcast, Corporate Branding, Graphic Design, brand journalism /..., Professional Services, Entrepreneurship, Leadership, Branding & Identity, Creative Writing, Brochures, Storytelling, B2B, Guerrilla Marketing, Start-ups, Viral Marketing, Campaigns, Communication, Brand Equity, Brand Loyalty, Technical Writing, Work Ethic, Small Business, Idea Generation, Client Presentation, Collaborative Problem..., Product Launch, New Business Development, Pro Bono, Donor Outreach
Education
School of Visual Arts 1986 — 1987
Advertising
Boston University - College of Communication 1982 — 1986
Bachelor of Science, Public Relations and Mass Communication
Thomas Valentino's OppenheimerFunds Experience October 2004 - February 2005
Job Service Manager at Sorbis Corporation
Industry Information Technology and Services
Experience
Sorbis Corporation July 2015 - Present
HCL Technologies (Infrastructure Services Division) November 2012 - May 2015
CompuCom March 2011 - November 2012
CompuCom October 2005 - March 2011
OppenheimerFunds October 2004 - February 2005
Deutsche Bank 2000 - 2003
Bankers Trust 1996 - 2000
Merck December 1993 - June 1996
MCI International November 1992 - June 1993
Skills
ITIL, Vendor Management, Business Analysis, SharePoint, IT Service Management, IT Strategy, Service Delivery, Service Delivery..., Troubleshooting, Business Relationship..., ITIL Service Strategy, Communication Skills, IT Management, IT Outsourcing, Disaster Recovery, Process Improvement, IT Operations, Project Management, Outsourcing, Integration, Project Delivery, Active Directory, Service Management, Software Project..., ITIL Certified, Team Leadership, Software Documentation, Technical Support, Incident Management, Lotus Notes, Operating Systems, Windows, Problem Management, Blackberry, Requirements Analysis, Visio, Change Management, Data Center, Leadership, Service Desk, Vendor Relationship..., Budget Forecasts
Education
Saint Peter's University 1988 — 1992
BS, Computer Science, Data Processing
Saint Joseph by the Sea High School 1984 — 1988
Sorbis Corporation July 2015 - Present
HCL Technologies (Infrastructure Services Division) November 2012 - May 2015
CompuCom March 2011 - November 2012
CompuCom October 2005 - March 2011
OppenheimerFunds October 2004 - February 2005
Deutsche Bank 2000 - 2003
Bankers Trust 1996 - 2000
Merck December 1993 - June 1996
MCI International November 1992 - June 1993
Skills
ITIL, Vendor Management, Business Analysis, SharePoint, IT Service Management, IT Strategy, Service Delivery, Service Delivery..., Troubleshooting, Business Relationship..., ITIL Service Strategy, Communication Skills, IT Management, IT Outsourcing, Disaster Recovery, Process Improvement, IT Operations, Project Management, Outsourcing, Integration, Project Delivery, Active Directory, Service Management, Software Project..., ITIL Certified, Team Leadership, Software Documentation, Technical Support, Incident Management, Lotus Notes, Operating Systems, Windows, Problem Management, Blackberry, Requirements Analysis, Visio, Change Management, Data Center, Leadership, Service Desk, Vendor Relationship..., Budget Forecasts
Education
Saint Peter's University 1988 — 1992
BS, Computer Science, Data Processing
Saint Joseph by the Sea High School 1984 — 1988
Brian Cogger's OppenheimerFunds Experience December 2004 - April 2012
Job Soft Dollar Administrator (Guggenheim Securities)
Industry Financial Services
Experience
Guggenheim Securities April 2012 - Present
OppenheimerFunds December 2004 - April 2012
UBS Investment Bank 1995 - 2002
Skills
Equities, Bloomberg, Asset Management, Investments, Securities
Education
Rutgers University-New Brunswick 1991 — 1995
Guggenheim Securities April 2012 - Present
OppenheimerFunds December 2004 - April 2012
UBS Investment Bank 1995 - 2002
Skills
Equities, Bloomberg, Asset Management, Investments, Securities
Education
Rutgers University-New Brunswick 1991 — 1995
Bill DeJianne's OppenheimerFunds Experience 1992 - 1999
Job Senior Vice President/Northeast Divisional Director Advisor Consultant/Wholesaler at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
CUNY/College of Staten Island September 2008 - December 2011
First American Funds June 2007 - December 2010
Evergreen Investments 1999 - 2007
OppenheimerFunds 1992 - 1999
Skills
Mutual Funds, Investments, Sales, Sales Management, Separately Managed..., Marketing, Asset Allocation, Sales Operations, Management, Series 63, Leadership, Series 7, Alternative Investments, Financial Advisory, Securities, Investment Advisory, Wealth Management, Investment Strategies
Education
Rutgers - Graduate School of Management 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
Bachelors, Marketing
Nuveen Investments January 2011 - Present
CUNY/College of Staten Island September 2008 - December 2011
First American Funds June 2007 - December 2010
Evergreen Investments 1999 - 2007
OppenheimerFunds 1992 - 1999
Skills
Mutual Funds, Investments, Sales, Sales Management, Separately Managed..., Marketing, Asset Allocation, Sales Operations, Management, Series 63, Leadership, Series 7, Alternative Investments, Financial Advisory, Securities, Investment Advisory, Wealth Management, Investment Strategies
Education
Rutgers - Graduate School of Management 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
Bachelors, Marketing
Rhonda Dixon-Gunner's OppenheimerFunds Experience 1982 - 2000
Job Senior Officer at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. July 2000 - Present
Invesco Aim 2000 - Present
OppenheimerFunds 1982 - 2000
Skills
Financial Services, Mutual Funds, Asset Managment, Securities, Portfolio Management, Relationship Management, Series 7, Investments, Alternative Investments, Equities, Wealth Management, 401k, Life Insurance, Asset Management, Hedge Funds, Asset Allocation, Investment Management, Retirement Planning, Fixed Income, Risk Management, Series 63, ETFs
Education
Regis University
Bachelor of Science (BS), Business Administration and Management, General
Invesco Ltd. July 2000 - Present
Invesco Aim 2000 - Present
OppenheimerFunds 1982 - 2000
Skills
Financial Services, Mutual Funds, Asset Managment, Securities, Portfolio Management, Relationship Management, Series 7, Investments, Alternative Investments, Equities, Wealth Management, 401k, Life Insurance, Asset Management, Hedge Funds, Asset Allocation, Investment Management, Retirement Planning, Fixed Income, Risk Management, Series 63, ETFs
Education
Regis University
Bachelor of Science (BS), Business Administration and Management, General
John Martini's OppenheimerFunds Experience August 2011 - Present
Job Senior Trading Assistant/Investment Operations Associate
Industry Financial Services
Experience
OppenheimerFunds August 2011 - Present
AMR Capital Trading June 2005 - August 2011
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2005
BA, Economics
OppenheimerFunds August 2011 - Present
AMR Capital Trading June 2005 - August 2011
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2005
BA, Economics
Rob Chopyak's OppenheimerFunds Experience 1990 - 1991
Job Vice President, Fidelity Pricing and Cash Management Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Citi Fund Services May 2006 - January 2011
AIG SunAmerica Asset Management 2002 - 2006
AIG SunAmerica 2002 - 2006
Unified Fund Services 2000 - 2002
OppenheimerFunds 1990 - 1991
Skills
Asset Management, Cash Management, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Risk Management, Securities, Series 7
Education
Regis University 1986 — 1990
Regis High School
Fidelity Investments January 2011 - Present
Citi Fund Services May 2006 - January 2011
AIG SunAmerica Asset Management 2002 - 2006
AIG SunAmerica 2002 - 2006
Unified Fund Services 2000 - 2002
OppenheimerFunds 1990 - 1991
Skills
Asset Management, Cash Management, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Risk Management, Securities, Series 7
Education
Regis University 1986 — 1990
Regis High School
Molly Stickels's OppenheimerFunds Experience March 2007 - January 2009
Job Account Manager at Aetna
Industry Insurance
Experience
Aetna June 2009 - Present
OppenheimerFunds March 2007 - January 2009
OppenheimerFunds August 2003 - June 2005
Cenveo August 2003 - June 2005
Skills
Employee Benefits, Insurance, Health Insurance, Corporate Communications, Life Insurance, Disability Insurance, Brokers, Medicare, Long-term Care, Property, Underwriting, Property, Term Life Insurance, Customer Service, Team Building, Management, Marketing, Microsoft Office
Education
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Regis University
MBA
Aetna June 2009 - Present
OppenheimerFunds March 2007 - January 2009
OppenheimerFunds August 2003 - June 2005
Cenveo August 2003 - June 2005
Skills
Employee Benefits, Insurance, Health Insurance, Corporate Communications, Life Insurance, Disability Insurance, Brokers, Medicare, Long-term Care, Property, Underwriting, Property, Term Life Insurance, Customer Service, Team Building, Management, Marketing, Microsoft Office
Education
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Regis University
MBA
Rob Nasser's OppenheimerFunds Experience January 2000 - September 2000
Job Information Technology (IT) Leadership
Industry Telecommunications
Experience
CenturyLink August 2014 - Present
ClickFox March 2013 - August 2014
Cricket Communications April 2011 - March 2013
Reed Business Information October 2009 - February 2011
Reed Business Information November 2008 - October 2009
Reed Business Information December 2006 - November 2008
Reed Business Information January 2005 - December 2006
Reed Business Information October 2003 - January 2005
OppenheimerFunds January 2000 - September 2000
J.D. Edwards January 1999 - January 2000
Skills
IT Management, Databases, Oracle SQL, SSIS, T-SQL, SQL Server, PL/SQL, Database Management, SQL, Data Warehousing, Unix, Data Modeling, ETL, Database Design, Performance Tuning, MySQL, Business Intelligence, Data Migration, Disaster Recovery, Linux, Change Management, SharePoint, Windows, SDLC, Scrum, Oracle, Database Administration, Microsoft SQL Server, Database Admin, Enterprise Architecture, Oracle SQL Developer
Education
Regis University 1999 — 2000
MSCIS, Computer Information Systems
University of Denver 1988 — 1990
BS, Mathematics
The University of South Dakota 1987 — 1988
None, Mathematics
CenturyLink August 2014 - Present
ClickFox March 2013 - August 2014
Cricket Communications April 2011 - March 2013
Reed Business Information October 2009 - February 2011
Reed Business Information November 2008 - October 2009
Reed Business Information December 2006 - November 2008
Reed Business Information January 2005 - December 2006
Reed Business Information October 2003 - January 2005
OppenheimerFunds January 2000 - September 2000
J.D. Edwards January 1999 - January 2000
Skills
IT Management, Databases, Oracle SQL, SSIS, T-SQL, SQL Server, PL/SQL, Database Management, SQL, Data Warehousing, Unix, Data Modeling, ETL, Database Design, Performance Tuning, MySQL, Business Intelligence, Data Migration, Disaster Recovery, Linux, Change Management, SharePoint, Windows, SDLC, Scrum, Oracle, Database Administration, Microsoft SQL Server, Database Admin, Enterprise Architecture, Oracle SQL Developer
Education
Regis University 1999 — 2000
MSCIS, Computer Information Systems
University of Denver 1988 — 1990
BS, Mathematics
The University of South Dakota 1987 — 1988
None, Mathematics
Andrew Chonofsky's OppenheimerFunds Experience April 2014 - Present
Job SVP, Director of Internal Sales & Learning and Development at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2014 - Present
OppenheimerFunds April 2009 - April 2014
OppenheimerFunds June 2008 - March 2009
OppenheimerFunds May 2002 - March 2008
OppenheimerFunds January 2000 - May 2002
Mutual of Omaha September 1995 - January 2000
Skills
Series 7, Series 63, Wealth Management, Separately Managed..., Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
B.A, Double Major History & Political Science
OppenheimerFunds April 2014 - Present
OppenheimerFunds April 2009 - April 2014
OppenheimerFunds June 2008 - March 2009
OppenheimerFunds May 2002 - March 2008
OppenheimerFunds January 2000 - May 2002
Mutual of Omaha September 1995 - January 2000
Skills
Series 7, Series 63, Wealth Management, Separately Managed..., Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
B.A, Double Major History & Political Science
Michael Butler AIF ® , CRPS's OppenheimerFunds Experience January 2008 - October 2011
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2013 - Present
AXA Equitable 2012 - June 2013
Oppenheimerfunds January 2008 - October 2011
OppenheimerFunds January 2004 - January 2008
OppenheimerFunds August 2000 - January 2004
Hewitt Associates August 1999 - August 2000
Diversified Investment Advisors January 1998 - August 1999
Skills
401k, Mutual Funds, Retirement, Series 63, Defined Benefit, Defined Contribution, Series 7, Series 6, IRAs, Consultative Approach, ERISA, CRPS, Key Account, Banking, Life Insurance, Retirement Planning, AIF, Life Insurance License, Relationship Management, Financial Services, Series 66
Education
Siena College 1993 — 1997
BA, Sociology
Iona Prep 1989 — 1993
Nationwide Financial June 2013 - Present
AXA Equitable 2012 - June 2013
Oppenheimerfunds January 2008 - October 2011
OppenheimerFunds January 2004 - January 2008
OppenheimerFunds August 2000 - January 2004
Hewitt Associates August 1999 - August 2000
Diversified Investment Advisors January 1998 - August 1999
Skills
401k, Mutual Funds, Retirement, Series 63, Defined Benefit, Defined Contribution, Series 7, Series 6, IRAs, Consultative Approach, ERISA, CRPS, Key Account, Banking, Life Insurance, Retirement Planning, AIF, Life Insurance License, Relationship Management, Financial Services, Series 66
Education
Siena College 1993 — 1997
BA, Sociology
Iona Prep 1989 — 1993
Peter Hallquist's OppenheimerFunds Experience May 2011 - March 2012
Job Former Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - August 2015
OppenheimerFunds May 2011 - March 2012
Charles Schwab 1986 - 2008
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Advisory, Series 24, Retirement Planning, FINRA, Investments, Retirement, Portfolio Management, Asset Managment, Strategic Financial..., 401k, Investment Strategies, Asset Management
Education
San Francisco State University, College of Business 1977 — 1981
Bachelor's degree, Business, Marketing
College of Marin 1977 — 1979
AA, Social Sciences
TD Ameritrade January 2012 - August 2015
OppenheimerFunds May 2011 - March 2012
Charles Schwab 1986 - 2008
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Advisory, Series 24, Retirement Planning, FINRA, Investments, Retirement, Portfolio Management, Asset Managment, Strategic Financial..., 401k, Investment Strategies, Asset Management
Education
San Francisco State University, College of Business 1977 — 1981
Bachelor's degree, Business, Marketing
College of Marin 1977 — 1979
AA, Social Sciences
Jennifer Kelsey's OppenheimerFunds Experience January 2000 - February 2002
Job ERP Analyst at LINN Energy, LLC
Industry Financial Services
Experience
LINN Energy, LLC December 2013 - Present
Berry Petroleum Company November 2012 - December 2013
Flatiron Capital / Wells Fargo September 2002 - November 2012
OppenheimerFunds January 2000 - February 2002
OppenheimerFunds 1993 - 2002
OppenheimerFunds January 1998 - January 2000
Skills
Agile Methodologies, SQL, Software Quality..., SDLC, Test Cases, Quality Assurance, Test Planning, Process Improvement, Team Leadership, Business Analysis, HTML, Waterfall, Databases, Testing, Manual Testing, Oracle E-Business Suite, Oracle, Test Automation, Visio, Software Documentation, User Acceptance Testing
Education
Regis University 2000 — 2004
BS, Computer Information Systems
LINN Energy, LLC December 2013 - Present
Berry Petroleum Company November 2012 - December 2013
Flatiron Capital / Wells Fargo September 2002 - November 2012
OppenheimerFunds January 2000 - February 2002
OppenheimerFunds 1993 - 2002
OppenheimerFunds January 1998 - January 2000
Skills
Agile Methodologies, SQL, Software Quality..., SDLC, Test Cases, Quality Assurance, Test Planning, Process Improvement, Team Leadership, Business Analysis, HTML, Waterfall, Databases, Testing, Manual Testing, Oracle E-Business Suite, Oracle, Test Automation, Visio, Software Documentation, User Acceptance Testing
Education
Regis University 2000 — 2004
BS, Computer Information Systems
Sal Harris's OppenheimerFunds Experience March 2003 - April 2007
Job Senior Consultant at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young June 2011 - Present
EMI Music Publishing October 2008 - March 2011
OppenheimerFunds March 2003 - April 2007
Education
Rutgers University-New Brunswick 1992 — 1994
BS, Engineering
Ernst & Young June 2011 - Present
EMI Music Publishing October 2008 - March 2011
OppenheimerFunds March 2003 - April 2007
Education
Rutgers University-New Brunswick 1992 — 1994
BS, Engineering
Cathy Stahl's OppenheimerFunds Experience 1996 - 2002
Job Global Head of Marketing at PIMCO
Industry Financial Services
Experience
PIMCO June 2015 - Present
PIMCO January 2011 - May 2014
Twin Set July 2008 - December 2010
Allianz Global Investors June 2007 - December 2010
OppenheimerFunds 1996 - 2002
Skills
Alternative Investments, Marketing, Mutual Funds, Asset Management, Separately Managed..., Publishing, Hedge Funds, Investment Management, Investment Strategies, ETFs
Education
Saint Mary's College 1988 — 1992
BA, Political Science
PIMCO June 2015 - Present
PIMCO January 2011 - May 2014
Twin Set July 2008 - December 2010
Allianz Global Investors June 2007 - December 2010
OppenheimerFunds 1996 - 2002
Skills
Alternative Investments, Marketing, Mutual Funds, Asset Management, Separately Managed..., Publishing, Hedge Funds, Investment Management, Investment Strategies, ETFs
Education
Saint Mary's College 1988 — 1992
BA, Political Science
Chris Munger's OppenheimerFunds Experience October 2010 - May 2012
Job Broker at Aon Risk Solutions
Industry Financial Services
Experience
Aon October 2013 - July 2015
OppenheimerFunds October 2010 - May 2012
Jackson National Life August 2010 - October 2010
Jackson National Life May 2010 - August 2010
Jackson National Life August 2009 - May 2010
Jackson National Life August 2006 - August 2009
Trust Company of Vermont January 2006 - January 2006
Lehman Brothers May 2005 - August 2005
Skills
Series 7, Series 6, Variable Annuities, Mutual Funds, Annuity Sales, Retirement Planning, Alternative Investments, Retirement, Wealth Management, Series 63, 401k, Finance, Sales, Portfolio Management, Financial Services, Business Development
Education
University of Colorado at Denver 2012 — 2014
Master's degree, International Business
St. Lawrence University 2002 — 2006
Bachelor of Arts, Economics & Environmental Studies
Richmond, The American International University in London 2005 — 2005
Aon October 2013 - July 2015
OppenheimerFunds October 2010 - May 2012
Jackson National Life August 2010 - October 2010
Jackson National Life May 2010 - August 2010
Jackson National Life August 2009 - May 2010
Jackson National Life August 2006 - August 2009
Trust Company of Vermont January 2006 - January 2006
Lehman Brothers May 2005 - August 2005
Skills
Series 7, Series 6, Variable Annuities, Mutual Funds, Annuity Sales, Retirement Planning, Alternative Investments, Retirement, Wealth Management, Series 63, 401k, Finance, Sales, Portfolio Management, Financial Services, Business Development
Education
University of Colorado at Denver 2012 — 2014
Master's degree, International Business
St. Lawrence University 2002 — 2006
Bachelor of Arts, Economics & Environmental Studies
Richmond, The American International University in London 2005 — 2005
Andy Mika's OppenheimerFunds Experience November 1999 - Present
Job SVP at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds November 1999 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick
OppenheimerFunds November 1999 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick
Cate Sanders's OppenheimerFunds Experience April 2011 - Present
Job VP, Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2011 - Present
The Sanders Group July 2009 - September 2011
ADP Retirement Services July 2009 - June 2010
AllianceBernstein June 2007 - December 2008
AXA Distributors March 2005 - June 2007
Travelers Life & Annuity January 2002 - March 2005
Travelers Life & Annuity January 2002 - January 2004
AXA Distributors August 2000 - January 2002
Skills
Investments, Relationship Management, Marketing, Sales Management, Series 63, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Series 6, Asset Managment, ETFs, Investment Management, 401k, Securities
Education
Salisbury University 1993 — 1997
Bachelor of Arts, History
OppenheimerFunds April 2011 - Present
The Sanders Group July 2009 - September 2011
ADP Retirement Services July 2009 - June 2010
AllianceBernstein June 2007 - December 2008
AXA Distributors March 2005 - June 2007
Travelers Life & Annuity January 2002 - March 2005
Travelers Life & Annuity January 2002 - January 2004
AXA Distributors August 2000 - January 2002
Skills
Investments, Relationship Management, Marketing, Sales Management, Series 63, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Series 6, Asset Managment, ETFs, Investment Management, 401k, Securities
Education
Salisbury University 1993 — 1997
Bachelor of Arts, History
Tealee Hinger's OppenheimerFunds Experience August 2013 - Present
Job Manager of Operations Transfer Agent Oversight at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2013 - Present
OppenheimerFunds April 2004 - August 2013
OppenheimerFunds September 1998 - April 2004
Farm Crest Milk Stores January 1996 - January 1998
Skills
Leadership, Financial Instruments, Securities, Mutual Funds, Management, Marketing, Financial Services, Recruiting, Business Analysis, Retirement Planning, Training, Portfolio Management, Call Centers, Series 6, Human Resources, Budgets, Microsoft Excel, Series 63, Strategy
Education
Regis University 2014 — 2016
Master's Degree, Organizational Leadership/ Human Resource Management & Leadership
University of Denver - Daniels College of Business 2008 — 2011
BBA, Bachelors in Business Administration
University of Denver 2010 — 2011
Certificate, Entrepreneurial Studies
OppenheimerFunds August 2013 - Present
OppenheimerFunds April 2004 - August 2013
OppenheimerFunds September 1998 - April 2004
Farm Crest Milk Stores January 1996 - January 1998
Skills
Leadership, Financial Instruments, Securities, Mutual Funds, Management, Marketing, Financial Services, Recruiting, Business Analysis, Retirement Planning, Training, Portfolio Management, Call Centers, Series 6, Human Resources, Budgets, Microsoft Excel, Series 63, Strategy
Education
Regis University 2014 — 2016
Master's Degree, Organizational Leadership/ Human Resource Management & Leadership
University of Denver - Daniels College of Business 2008 — 2011
BBA, Bachelors in Business Administration
University of Denver 2010 — 2011
Certificate, Entrepreneurial Studies
Elizabeth Anth's OppenheimerFunds Experience September 1997 - August 2004
Job Manager Investment Compliance: Insurance & Financial Services Company
Industry Financial Services
Experience
Insurance & Financial Services Company May 2011 - Present
Curian Capital August 2004 - May 2011
OppenheimerFunds September 1997 - August 2004
Skills
Compliance, Investments, Mutual Funds, Series 7, 66, & 24., Series 7, Asset Management, FINRA, Portfolio Management, Due Diligence, Series 24, ETFs, Insurance, Equities, Financial Services, Fixed Annuities, Securities, Series 63, Finance, Derivatives, Series 6, Investment Strategies, Asset Managment, Trading, Wealth Management
Education
Regis University 2009 — 2010
MBA, with emphases in Finance and Accounting
University of Phoenix 1995 — 2000
Bachelors, Business Administraton
Insurance & Financial Services Company May 2011 - Present
Curian Capital August 2004 - May 2011
OppenheimerFunds September 1997 - August 2004
Skills
Compliance, Investments, Mutual Funds, Series 7, 66, & 24., Series 7, Asset Management, FINRA, Portfolio Management, Due Diligence, Series 24, ETFs, Insurance, Equities, Financial Services, Fixed Annuities, Securities, Series 63, Finance, Derivatives, Series 6, Investment Strategies, Asset Managment, Trading, Wealth Management
Education
Regis University 2009 — 2010
MBA, with emphases in Finance and Accounting
University of Phoenix 1995 — 2000
Bachelors, Business Administraton
Kellie McClure, FACHE's OppenheimerFunds Experience May 1992 - September 2003
Job Experienced Senior Healthcare Leader
Industry Hospital & Health Care
Experience
National Jewish Health March 2009 - Present
National Jewish Health January 2007 - March 2009
National Jewish Health January 2006 - January 2007
Dako 2003 - 2006
OppenheimerFunds May 1992 - September 2003
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Information..., Clinical Research, EHR, EMR, HIPAA, Strategic Planning, Healthcare Consulting, Public Health, Process Improvement, Physicians, Medicaid, Medicine, Data Analysis, Research, Medicare, Quality Improvement, Revenue Cycle, Physician Relations, Program Development, Project Management, Informatics, Practice Management, Managed Care, Population Health
Education
Regis University 2004 — 2006
MBA, Health Care Management
Metropolitan State University of Denver 1998 — 2001
BS, Computer Information Systems
National Jewish Health March 2009 - Present
National Jewish Health January 2007 - March 2009
National Jewish Health January 2006 - January 2007
Dako 2003 - 2006
OppenheimerFunds May 1992 - September 2003
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Information..., Clinical Research, EHR, EMR, HIPAA, Strategic Planning, Healthcare Consulting, Public Health, Process Improvement, Physicians, Medicaid, Medicine, Data Analysis, Research, Medicare, Quality Improvement, Revenue Cycle, Physician Relations, Program Development, Project Management, Informatics, Practice Management, Managed Care, Population Health
Education
Regis University 2004 — 2006
MBA, Health Care Management
Metropolitan State University of Denver 1998 — 2001
BS, Computer Information Systems
Alaka Mishal's OppenheimerFunds Experience January 2015 - Present
Job Oppenheimerfunds Inc.
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds May 2012 - Present
Oppenheimerfunds December 2009 - May 2012
OppenheimerFunds June 2005 - November 2009
Tata Interactive Systems January 2004 - July 2004
Mastek Ltd July 2002 - January 2004
Skills
Business Analysis, SDLC, SQL, Requirements Analysis, Fixed Income, Derivatives, Trading Systems, Software Project..., Microsoft SQL Server, Agile Methodologies, Charles River IMS, Equity Trading, Equities, Financial Services, SOA, Requirements Gathering, User Acceptance Testing, Business Requirements, Risk Management, Oracle
Education
Stevens Institute of Technology 2004 — 2006
Masters, Mgmt Information Systems - Financial Mgmt
Shreemati Nathibai Damodar Thackersey Women's University 1998 — 2002
Bachelor in Technology, Information Technology
OppenheimerFunds January 2015 - Present
OppenheimerFunds May 2012 - Present
Oppenheimerfunds December 2009 - May 2012
OppenheimerFunds June 2005 - November 2009
Tata Interactive Systems January 2004 - July 2004
Mastek Ltd July 2002 - January 2004
Skills
Business Analysis, SDLC, SQL, Requirements Analysis, Fixed Income, Derivatives, Trading Systems, Software Project..., Microsoft SQL Server, Agile Methodologies, Charles River IMS, Equity Trading, Equities, Financial Services, SOA, Requirements Gathering, User Acceptance Testing, Business Requirements, Risk Management, Oracle
Education
Stevens Institute of Technology 2004 — 2006
Masters, Mgmt Information Systems - Financial Mgmt
Shreemati Nathibai Damodar Thackersey Women's University 1998 — 2002
Bachelor in Technology, Information Technology
Bill Vassas PRP, AIF's OppenheimerFunds Experience February 1999 - September 2006
Job Regional Vice President for Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2007 - Present
OppenheimerFunds February 1999 - September 2006
Skills
401k, Series 7, Retirement Planning, Retirement, Series 63, Mutual Funds, Fixed Annuities, Retirement Plan..., Asset Allocation, Separately Managed..., Profit Sharing, Defined Benefit, Qualified Retirement..., Variable Annuities, IRAs, Investment Advisory, Wealth Management, ERISA, Defined Contribution, Pensions
Education
Seton Hall University 1991 — 1995
Bachelor of Science (B.S.), Psychology Major
Red Bank Catholic High School 1988 — 1991
Nationwide Financial February 2007 - Present
OppenheimerFunds February 1999 - September 2006
Skills
401k, Series 7, Retirement Planning, Retirement, Series 63, Mutual Funds, Fixed Annuities, Retirement Plan..., Asset Allocation, Separately Managed..., Profit Sharing, Defined Benefit, Qualified Retirement..., Variable Annuities, IRAs, Investment Advisory, Wealth Management, ERISA, Defined Contribution, Pensions
Education
Seton Hall University 1991 — 1995
Bachelor of Science (B.S.), Psychology Major
Red Bank Catholic High School 1988 — 1991
Nadine Schneider's OppenheimerFunds Experience April 2015 - Present
Job Product Marketing Manager at OppenheimerFunds
Industry Marketing and Advertising
Experience
OppenheimerFunds April 2015 - Present
Merrill Lynch May 2006 - September 2007
PRUDENTIAL January 1999 - January 2002
GE Capital January 1997 - January 1999
The Copeland Companies January 1993 - January 1997
Skills
Product Management, Editing, Writing, Vendor Management, Marketing Strategy, Market Research, Product Marketing, Marketing Communications, Corporate Communications, Copywriting, Marketing, Program Management, Direct Marketing, Project Management, CRM
Education
Rutgers University-New Brunswick
Mini-MBA Digital Marketing
Rowan University
B.S, Business Administration; Marketing
OppenheimerFunds April 2015 - Present
Merrill Lynch May 2006 - September 2007
PRUDENTIAL January 1999 - January 2002
GE Capital January 1997 - January 1999
The Copeland Companies January 1993 - January 1997
Skills
Product Management, Editing, Writing, Vendor Management, Marketing Strategy, Market Research, Product Marketing, Marketing Communications, Corporate Communications, Copywriting, Marketing, Program Management, Direct Marketing, Project Management, CRM
Education
Rutgers University-New Brunswick
Mini-MBA Digital Marketing
Rowan University
B.S, Business Administration; Marketing
Katie Loughary's OppenheimerFunds Experience 1997 - 1999
Job Executive Director at All Souls Church
Industry Religious Institutions
Experience
All Souls Church, Unitiarian August 2008 - Present
AUUA 2009 - 2011
The Aspen Institute 2000 - 2008
OppenheimerFunds 1997 - 1999
Skills
Non-profits, Fundraising, Program Development, Grants, Volunteer Management, Stewardship, Board Development, Annual Giving, Program Evaluation, Policy Analysis, Event Planning, Community Development, Community Organizing, Leadership, Organizational..., Nonprofits, Program Management
Education
Regis University
MSM, Organizational Developent
University of Oregon
BS, Anthropology, Computer Science
All Souls Church, Unitiarian August 2008 - Present
AUUA 2009 - 2011
The Aspen Institute 2000 - 2008
OppenheimerFunds 1997 - 1999
Skills
Non-profits, Fundraising, Program Development, Grants, Volunteer Management, Stewardship, Board Development, Annual Giving, Program Evaluation, Policy Analysis, Event Planning, Community Development, Community Organizing, Leadership, Organizational..., Nonprofits, Program Management
Education
Regis University
MSM, Organizational Developent
University of Oregon
BS, Anthropology, Computer Science
Dave Albini's OppenheimerFunds Experience February 2013 - February 2014
Job Director of Digital Analytics at 360i / I AM HIRING
Industry Internet
Experience
360i June 2015 - Present
CBS Interactive March 2014 - May 2015
OppenheimerFunds February 2013 - February 2014
WebMD December 2007 - January 2013
Staples April 2006 - November 2007
C&S Wholesale Grocers June 2004 - April 2006
Skills
Digital Marketing, Web Analytics, Digital Strategy, Omniture, SEO, Digital Media, Mobile Marketing, E-commerce, Social Media Marketing, Analytics, Product Management, DoubleClick, Interactive Marketing, User Experience, Google Analytics, Content Management, Big Data, Social Media, Data Warehousing, SQL, Website Development, Business Intelligence, Web Project Management, Databases, Online Marketing, CMS, Web Content Management, Integrated Marketing, Analysis, Advertising, Strategy, Marketing Strategy, Marketing, Management, Cross-functional Team..., Web Development
Education
Rensselaer Polytechnic Institute 2003 — 2004
Master's degree, Industrial Engineering
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor's degree, Industrial Engineering
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor's degree, Psychology
360i June 2015 - Present
CBS Interactive March 2014 - May 2015
OppenheimerFunds February 2013 - February 2014
WebMD December 2007 - January 2013
Staples April 2006 - November 2007
C&S Wholesale Grocers June 2004 - April 2006
Skills
Digital Marketing, Web Analytics, Digital Strategy, Omniture, SEO, Digital Media, Mobile Marketing, E-commerce, Social Media Marketing, Analytics, Product Management, DoubleClick, Interactive Marketing, User Experience, Google Analytics, Content Management, Big Data, Social Media, Data Warehousing, SQL, Website Development, Business Intelligence, Web Project Management, Databases, Online Marketing, CMS, Web Content Management, Integrated Marketing, Analysis, Advertising, Strategy, Marketing Strategy, Marketing, Management, Cross-functional Team..., Web Development
Education
Rensselaer Polytechnic Institute 2003 — 2004
Master's degree, Industrial Engineering
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor's degree, Industrial Engineering
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor's degree, Psychology
Faiza Sikander's OppenheimerFunds Experience 2011 - Present
Job Product Manager at Oppenheimerfunds
Industry Financial Services
Experience
OppenheimerFunds 2011 - Present
OppenheimerFunds January 2007 - December 2010
Education
Rutgers University-New Brunswick 2001 — 2006
B.A., Double major in Biology and Economics
OppenheimerFunds 2011 - Present
OppenheimerFunds January 2007 - December 2010
Education
Rutgers University-New Brunswick 2001 — 2006
B.A., Double major in Biology and Economics
Yingzi (Jenny) Guo's OppenheimerFunds Experience August 2011 - Present
Job Sr. QA Analyst at OppenheimerFunds
Industry Computer Software
Experience
OppenheimerFunds August 2011 - Present
Quark February 2011 - August 2011
Carl Corporation August 2007 - June 2010
Skills
Testing, C#, Web Services, Visual Studio, Usability Testing, Agile Methodologies, Test Automation, Test Planning, Software Quality..., Scrum, Test Cases, JIRA, SDLC, User Acceptance Testing, Web Testing, Quality Assurance, Software Project..., SQL, XML, Microsoft SQL Server, Agile Project Management, Unix, Test Management
Education
Regis University 2000 — 2004
Master of Science, Computer Information Technology
OppenheimerFunds August 2011 - Present
Quark February 2011 - August 2011
Carl Corporation August 2007 - June 2010
Skills
Testing, C#, Web Services, Visual Studio, Usability Testing, Agile Methodologies, Test Automation, Test Planning, Software Quality..., Scrum, Test Cases, JIRA, SDLC, User Acceptance Testing, Web Testing, Quality Assurance, Software Project..., SQL, XML, Microsoft SQL Server, Agile Project Management, Unix, Test Management
Education
Regis University 2000 — 2004
Master of Science, Computer Information Technology
Holly Witty Reimel's OppenheimerFunds Experience 1989 - 1994
Job Client Partner at FranklinCovey
Industry Management Consulting
Experience
FranklinCovey February 2014 - Present
Bucks County Redesigns 2002 - 2014
Delaware Investments 1994 - 2000
OppenheimerFunds 1989 - 1994
Dean Witter Reynolds 1987 - 1989
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Night time MBA Program
Rutgers University-New Brunswick
Bachelor's Degree, Finance
Sorbonne University
FranklinCovey February 2014 - Present
Bucks County Redesigns 2002 - 2014
Delaware Investments 1994 - 2000
OppenheimerFunds 1989 - 1994
Dean Witter Reynolds 1987 - 1989
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Night time MBA Program
Rutgers University-New Brunswick
Bachelor's Degree, Finance
Sorbonne University
Jennifer Gomez's OppenheimerFunds Experience May 2011 - October 2012
Job Executive Search Consultant
Industry Staffing and Recruiting
Experience
Stiles Associates September 2012 - Present
OppenheimerFunds May 2011 - October 2012
David Barrett Partners October 2009 - October 2010
HBK Capital Management 2007 - 2009
Heidrick & Struggles January 2006 - August 2007
Heidrick & Struggles August 1999 - August 2007
Alex. Brown & Sons January 1995 - September 1997
Morgan Stanley 1991 - 1995
Federal Reserve Bank of New York June 1990 - 1991
Skills
Hedge Funds, Equity Research, Executive Search, Recruiting, Talent Acquisition, Investment Banking, Talent Management, Financial Services, Performance Management, Finance, Mergers & Acquisitions, Leadership, Private Equity, Relationship Management
Education
Smith College
BA, Economics
Stiles Associates September 2012 - Present
OppenheimerFunds May 2011 - October 2012
David Barrett Partners October 2009 - October 2010
HBK Capital Management 2007 - 2009
Heidrick & Struggles January 2006 - August 2007
Heidrick & Struggles August 1999 - August 2007
Alex. Brown & Sons January 1995 - September 1997
Morgan Stanley 1991 - 1995
Federal Reserve Bank of New York June 1990 - 1991
Skills
Hedge Funds, Equity Research, Executive Search, Recruiting, Talent Acquisition, Investment Banking, Talent Management, Financial Services, Performance Management, Finance, Mergers & Acquisitions, Leadership, Private Equity, Relationship Management
Education
Smith College
BA, Economics
Hiten Shah's OppenheimerFunds Experience July 2011 - Present
Job VP Portfolio Manager Global Fixed Income at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds July 2011 - Present
True North Partners March 2010 - April 2011
HSBC Global Asset Management September 2006 - January 2009
Société Générale 2005 - 2006
General Electric 1998 - 2005
MetLife 1995 - 1998
Skills
Asset Managment, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Derivatives, Rates, Global Macro, Bloomberg, Currency, Investments, Equities, Bonds, Asset Allocation, Emerging Markets, Investment Management, Investment Strategies, Trading
Education
Rutgers University
Bachelor's degree, Economics
Rutgers University
OppenheimerFunds July 2011 - Present
True North Partners March 2010 - April 2011
HSBC Global Asset Management September 2006 - January 2009
Société Générale 2005 - 2006
General Electric 1998 - 2005
MetLife 1995 - 1998
Skills
Asset Managment, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Derivatives, Rates, Global Macro, Bloomberg, Currency, Investments, Equities, Bonds, Asset Allocation, Emerging Markets, Investment Management, Investment Strategies, Trading
Education
Rutgers University
Bachelor's degree, Economics
Rutgers University
Daniel Goldblatt's OppenheimerFunds Experience May 2001 - April 2006
Job Retirement Plans Wholesaler at ADP
Industry Information Services
Experience
ADP April 2006 - Present
OppenheimerFunds May 2001 - April 2006
PaineWebber January 1999 - April 2001
Paine Webber April 1997 - January 1999
Sedgwick Noble Lowndes August 1996 - April 1997
Kwasha Lipton September 1994 - April 1996
Skills
FINRA, Series 7, Series 63, Series 65, 401k, Mutual Funds, Retirement, Defined Contribution, Defined Benefit, Asset Allocation, ERISA, Retirement Planning, Investments, Wealth Management, Investment Advisory, Fixed Annuities, Pensions, Alternative Investments, Asset Managment, Financial Advisory, Securities, Separately Managed..., Relationship Management, Financial Services, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Finance
ADP April 2006 - Present
OppenheimerFunds May 2001 - April 2006
PaineWebber January 1999 - April 2001
Paine Webber April 1997 - January 1999
Sedgwick Noble Lowndes August 1996 - April 1997
Kwasha Lipton September 1994 - April 1996
Skills
FINRA, Series 7, Series 63, Series 65, 401k, Mutual Funds, Retirement, Defined Contribution, Defined Benefit, Asset Allocation, ERISA, Retirement Planning, Investments, Wealth Management, Investment Advisory, Fixed Annuities, Pensions, Alternative Investments, Asset Managment, Financial Advisory, Securities, Separately Managed..., Relationship Management, Financial Services, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Finance
Marcos Pagan's OppenheimerFunds Experience 2006 - 2009
Job Global Publishing at Fitch Ratings
Industry Writing and Editing
Experience
Fitch Ratings April 2011 - Present
University of Michigan September 2009 - 2010
OppenheimerFunds 2006 - 2009
Federated Department Stores 2005 - 2006
PR Newswire 2001 - 2005
Gannett Newspapers 1997 - 1999
Skills
Copywriting, Proofreading, Editing, Writing, Editorial, Creative Writing, Copy Editing, Press Releases, Corporate Communications
Education
University of Michigan 2008 — 2010
MFA, Creative Writing
Rutgers University-New Brunswick 1991 — 1995
B.A., English Literature
Fitch Ratings April 2011 - Present
University of Michigan September 2009 - 2010
OppenheimerFunds 2006 - 2009
Federated Department Stores 2005 - 2006
PR Newswire 2001 - 2005
Gannett Newspapers 1997 - 1999
Skills
Copywriting, Proofreading, Editing, Writing, Editorial, Creative Writing, Copy Editing, Press Releases, Corporate Communications
Education
University of Michigan 2008 — 2010
MFA, Creative Writing
Rutgers University-New Brunswick 1991 — 1995
B.A., English Literature
Michael Jasnosz's OppenheimerFunds Experience June 2003 - September 2005
Job Director, Equities Compliance at Société Générale
Industry Banking
Experience
Société Générale January 2015 - Present
UBS Investment Bank July 2013 - December 2014
Credit Suisse September 2005 - July 2013
OppenheimerFunds June 2003 - September 2005
Morgan Stanley Smith Barney February 2002 - June 2003
Skills
Series 7, Series 63, Series 55, Series 4, FINRA, Swaps, Financial Advisory, Prime Brokerage, Portfolio Management, Financial Services, Wealth Management...
Education
Rutgers University-New Brunswick
BA, Econometrics and Quantitative Economics
Société Générale January 2015 - Present
UBS Investment Bank July 2013 - December 2014
Credit Suisse September 2005 - July 2013
OppenheimerFunds June 2003 - September 2005
Morgan Stanley Smith Barney February 2002 - June 2003
Skills
Series 7, Series 63, Series 55, Series 4, FINRA, Swaps, Financial Advisory, Prime Brokerage, Portfolio Management, Financial Services, Wealth Management...
Education
Rutgers University-New Brunswick
BA, Econometrics and Quantitative Economics
Jorge Zogaib's OppenheimerFunds Experience August 2012 - Present
Job at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2012 - Present
OppenheimerFunds November 2010 - August 2012
Skills
Idea man
Education
Regis University 2014 — 2017
Master of Business Administration (M.B.A.), Strategic Management
Regis University 2015 — 2015
Graduate Certificate, Data Science
The University of Southern Mississippi 2005 — 2010
BSBA, Management
OppenheimerFunds August 2012 - Present
OppenheimerFunds November 2010 - August 2012
Skills
Idea man
Education
Regis University 2014 — 2017
Master of Business Administration (M.B.A.), Strategic Management
Regis University 2015 — 2015
Graduate Certificate, Data Science
The University of Southern Mississippi 2005 — 2010
BSBA, Management
Maria Felch's OppenheimerFunds Experience April 2008 - May 2010
Job Business Consultant
Industry Nonprofit Organization Management
Experience
Park City Community Foundation October 2013 - September 2014
Self-employed January 2011 - August 2012
OppenheimerFunds April 2008 - May 2010
OppenheimerFunds January 2007 - April 2008
OppenheimerFunds September 2005 - December 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 1999
Skills
Portfolio Management, Mutual Funds, Series 7, Separately Managed..., Investment Strategies, Product Management, Fixed Income, Alternative Investments, Securities, Management, Asset Allocation, Asset Management, Equities, Financial Services, Grant Writing, Proposal Writing, Nonprofit Accounting, Non-profit Development, Non-profit Program..., Marketing Communications
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2005
MBA, Finance, Strategy
Smith College
B.A., Spanish & Portuguese, Latin American Studies
Park City Community Foundation October 2013 - September 2014
Self-employed January 2011 - August 2012
OppenheimerFunds April 2008 - May 2010
OppenheimerFunds January 2007 - April 2008
OppenheimerFunds September 2005 - December 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 1999
Skills
Portfolio Management, Mutual Funds, Series 7, Separately Managed..., Investment Strategies, Product Management, Fixed Income, Alternative Investments, Securities, Management, Asset Allocation, Asset Management, Equities, Financial Services, Grant Writing, Proposal Writing, Nonprofit Accounting, Non-profit Development, Non-profit Program..., Marketing Communications
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2005
MBA, Finance, Strategy
Smith College
B.A., Spanish & Portuguese, Latin American Studies
Ariel Harrison's OppenheimerFunds Experience July 2006 - April 2015
Job WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management May 2015 - Present
OppenheimerFunds July 2006 - April 2015
Weil Gotshal and Manges August 2005 - July 2006
Birinyi Associates, Inc. June 2004 - August 2004
Skills
Legal Research, Social Media, Editing, Public Speaking, Investment Advisers Act, Financial Services, Fixed Income, Asset Management, Management, Private Equity, Mutual Funds, Research, Leadership, Marketing
Education
Scripps College
B.A., History
WisdomTree Asset Management May 2015 - Present
OppenheimerFunds July 2006 - April 2015
Weil Gotshal and Manges August 2005 - July 2006
Birinyi Associates, Inc. June 2004 - August 2004
Skills
Legal Research, Social Media, Editing, Public Speaking, Investment Advisers Act, Financial Services, Fixed Income, Asset Management, Management, Private Equity, Mutual Funds, Research, Leadership, Marketing
Education
Scripps College
B.A., History
Debbie Poscablo's OppenheimerFunds Experience June 2006 - October 2014
Job Customer Care Tech Support
Industry Information Technology and Services
Experience
Xerox Commercial Solutions, LLC January 2015 - Present
UPS November 2014 - January 2015
OppenheimerFunds June 2006 - October 2014
Skills
Healthcare, Reiki, Pain Management, Nutrition, Personal Development, Start-ups, Holistic Health, Healing, Wellbeing, Meditation, Wellness, Stress, Hardware, Data Center, Unix, Coaching, Customer Service, Microsoft Office, Public Speaking, Networking, Teaching, Leadership, SharePoint, Nonprofits, Research, Requirements Analysis, JCL, SQL, Visio
Education
San Diego Mesa College 1980 — 1985
Associate of Arts (A.A.), Selected Studies
University of California, San Diego
Literature Writing
Xerox Commercial Solutions, LLC January 2015 - Present
UPS November 2014 - January 2015
OppenheimerFunds June 2006 - October 2014
Skills
Healthcare, Reiki, Pain Management, Nutrition, Personal Development, Start-ups, Holistic Health, Healing, Wellbeing, Meditation, Wellness, Stress, Hardware, Data Center, Unix, Coaching, Customer Service, Microsoft Office, Public Speaking, Networking, Teaching, Leadership, SharePoint, Nonprofits, Research, Requirements Analysis, JCL, SQL, Visio
Education
San Diego Mesa College 1980 — 1985
Associate of Arts (A.A.), Selected Studies
University of California, San Diego
Literature Writing
Kelly Wolak's OppenheimerFunds Experience November 2014 - Present
Job Integrated Marketing Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
OppenheimerFunds December 2012 - November 2014
OppenheimerFunds September 2011 - December 2012
OppenheimerFunds June 2011 - September 2011
Private Company June 2006 - June 2011
MassMutual Financial Group May 2009 - September 2009
Skills
Asset Managment, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Fixed Income, Financial Services, Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg, Retirement, Equities, Investments, Asset Management, Capital Markets, Insurance, Valuation, Relationship Management, Investment Management, Retirement Planning, Financial Markets, Wealth Management, Finance, Securities, Strategic Financial..., Marketing, Hedge Funds, Uniform Combined State..., Equity Research, Financial Advisory, Economics, Morningstar, Investment Advisory, Due Diligence, Corporate Finance, FINRA, Risk Management, Market Research, Analysis, Investment Strategies, IRAs, Competitive Analysis, Project Management, Bonds, Investment Banking, Analytics, Brand Awareness
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Finance, Business, Finance, Marketing
Florence University of the Arts via Fairfield University
Haub School, Business
OppenheimerFunds November 2014 - Present
OppenheimerFunds December 2012 - November 2014
OppenheimerFunds September 2011 - December 2012
OppenheimerFunds June 2011 - September 2011
Private Company June 2006 - June 2011
MassMutual Financial Group May 2009 - September 2009
Skills
Asset Managment, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Fixed Income, Financial Services, Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg, Retirement, Equities, Investments, Asset Management, Capital Markets, Insurance, Valuation, Relationship Management, Investment Management, Retirement Planning, Financial Markets, Wealth Management, Finance, Securities, Strategic Financial..., Marketing, Hedge Funds, Uniform Combined State..., Equity Research, Financial Advisory, Economics, Morningstar, Investment Advisory, Due Diligence, Corporate Finance, FINRA, Risk Management, Market Research, Analysis, Investment Strategies, IRAs, Competitive Analysis, Project Management, Bonds, Investment Banking, Analytics, Brand Awareness
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Finance, Business, Finance, Marketing
Florence University of the Arts via Fairfield University
Haub School, Business
Courtney Rains's OppenheimerFunds Experience November 2014 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
Wellness Rains January 2013 - Present
Van Eck Global February 2011 - June 2013
Direct Access Partners June 2010 - January 2011
Columbia Management November 2009 - May 2010
Sidoti & Company, LLC March 2006 - October 2009
Pioneer Investments August 2005 - February 2006
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Nutrition, Series 7, Equities, Wellness, Nutritional Counseling, Emerging Markets, Series 63, Fixed Income, Financial Advisory, Yoga, Financial Modeling, Wellness Coaching, Supplements, Health Counseling, Stress Management, Uniform Combined State..., Nutrition Education, Health and Wellness..., Asset Allocation, Leadership, Series 66, Salesforce.com, Holistic Health, Pilates Mat, Lifestyle, Personal Development, Marketing, Social Media, Business Networking, Lifestyle Coaching, Fitness, Employee Wellness, Relationship Management
Education
Institute for Integrative Nutrition 2013 — 2014
Immersion Program
Institute for Integrative Nutrition 2012 — 2013
Health Coach Training Program
Saint Michael's College 2001 — 2005
Bachelor of Arts, French
Université Paul Valéry (Montpellier III) 2003 — 2004
French Literature and Marketing
OppenheimerFunds November 2014 - Present
Wellness Rains January 2013 - Present
Van Eck Global February 2011 - June 2013
Direct Access Partners June 2010 - January 2011
Columbia Management November 2009 - May 2010
Sidoti & Company, LLC March 2006 - October 2009
Pioneer Investments August 2005 - February 2006
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Nutrition, Series 7, Equities, Wellness, Nutritional Counseling, Emerging Markets, Series 63, Fixed Income, Financial Advisory, Yoga, Financial Modeling, Wellness Coaching, Supplements, Health Counseling, Stress Management, Uniform Combined State..., Nutrition Education, Health and Wellness..., Asset Allocation, Leadership, Series 66, Salesforce.com, Holistic Health, Pilates Mat, Lifestyle, Personal Development, Marketing, Social Media, Business Networking, Lifestyle Coaching, Fitness, Employee Wellness, Relationship Management
Education
Institute for Integrative Nutrition 2013 — 2014
Immersion Program
Institute for Integrative Nutrition 2012 — 2013
Health Coach Training Program
Saint Michael's College 2001 — 2005
Bachelor of Arts, French
Université Paul Valéry (Montpellier III) 2003 — 2004
French Literature and Marketing
Dylan Ronan's OppenheimerFunds Experience May 2006 - January 2008
Job Underwriter III (Auditor) at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo November 2011 - October 2012
Wells Fargo March 2011 - November 2011
Snohomish County Tax Assessor May 2008 - August 2008
OppenheimerFunds May 2006 - January 2008
Skills
Microsoft Office, Analysis, Finance, Credit, Mortgage Lending
Education
St. John's University 2006 — 2010
Bachelor's, English
Regis Jesuit High School 2002 — 2006
Wells Fargo December 2014 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo November 2011 - October 2012
Wells Fargo March 2011 - November 2011
Snohomish County Tax Assessor May 2008 - August 2008
OppenheimerFunds May 2006 - January 2008
Skills
Microsoft Office, Analysis, Finance, Credit, Mortgage Lending
Education
St. John's University 2006 — 2010
Bachelor's, English
Regis Jesuit High School 2002 — 2006
Omar Shahid's OppenheimerFunds Experience June 2005 - August 2005
Job Manager, Financial Planning & Analysis at Calfrac Well Services
Industry Oil & Energy
Experience
Calfrac Well Services September 2014 - Present
Orica May 2012 - September 2014
MediaNews Group October 2008 - May 2012
PwC September 2006 - October 2008
OppenheimerFunds June 2005 - August 2005
Skills
Microsoft Office, Outlooksoft, JD Edwards, Budgets, Microsoft Excel, Forecasting, Internal Controls, Management, Variance Analysis, Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Financial Accounting, Account Reconciliation, Analysis, US GAAP, Auditing, Managerial Finance, Financial Forecasting, Financial Statements, Corporate Finance, Financial Planning
Education
Regis University 2011 — 2013
Masters, Business Administration
University of Denver 2002 — 2006
Bachelor's, Accounting
Calfrac Well Services September 2014 - Present
Orica May 2012 - September 2014
MediaNews Group October 2008 - May 2012
PwC September 2006 - October 2008
OppenheimerFunds June 2005 - August 2005
Skills
Microsoft Office, Outlooksoft, JD Edwards, Budgets, Microsoft Excel, Forecasting, Internal Controls, Management, Variance Analysis, Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Financial Accounting, Account Reconciliation, Analysis, US GAAP, Auditing, Managerial Finance, Financial Forecasting, Financial Statements, Corporate Finance, Financial Planning
Education
Regis University 2011 — 2013
Masters, Business Administration
University of Denver 2002 — 2006
Bachelor's, Accounting
Sherrie Jones's OppenheimerFunds Experience November 2004 - February 2009
Job Web Designer at Harland Financial Solutions Cavion
Industry Financial Services
Experience
Harland Financial Solutions - Cavion May 2009 - August 2013
OppenheimerFunds November 2004 - February 2009
OppenheimerFunds May 1995 - November 2004
Architext, Inc. July 1986 - November 1993
Skills
CMS, Web Design, Flash, XHTML, Web Applications, CSS, jQuery, SEO, Adobe Creative Suite, Graphic Design, User Experience, Agile Methodologies, SharePoint, Unix, WordPress, Web Developer, Front-end, HTML5, CSS3, SASS, Photoshop, Illustrator, Dreamweaver, Fireworks, Web Designer, Cross browser, UI Designer, JavaScript, PHP, MySQL, Technical Illustration, Mobile Design, DNS, Logo Design, Wireframes, Technical Writing, Graphic Designer, Graphics, Web Standards, Wire Framing, Web Project Management, Web Content Management, Web Development
Education
The University of Texas at San Antonio 1984 — 1986
Bachelor of Science (BS), Computer Science
Millersville University of Pennsylvania 1979 — 1980
Bachelor of Arts (BA), Art/Art Studies, General
San Antonio College
Mathematics and Computer Science
Harland Financial Solutions - Cavion May 2009 - August 2013
OppenheimerFunds November 2004 - February 2009
OppenheimerFunds May 1995 - November 2004
Architext, Inc. July 1986 - November 1993
Skills
CMS, Web Design, Flash, XHTML, Web Applications, CSS, jQuery, SEO, Adobe Creative Suite, Graphic Design, User Experience, Agile Methodologies, SharePoint, Unix, WordPress, Web Developer, Front-end, HTML5, CSS3, SASS, Photoshop, Illustrator, Dreamweaver, Fireworks, Web Designer, Cross browser, UI Designer, JavaScript, PHP, MySQL, Technical Illustration, Mobile Design, DNS, Logo Design, Wireframes, Technical Writing, Graphic Designer, Graphics, Web Standards, Wire Framing, Web Project Management, Web Content Management, Web Development
Education
The University of Texas at San Antonio 1984 — 1986
Bachelor of Science (BS), Computer Science
Millersville University of Pennsylvania 1979 — 1980
Bachelor of Arts (BA), Art/Art Studies, General
San Antonio College
Mathematics and Computer Science
Stephen Ilnitzki's OppenheimerFunds Experience April 2000 - April 2006
Job Program Director at LoBue Group
Industry Financial Services
Experience
LoBue Group May 2013 - Present
Self-employed September 2009 - May 2013
Prudential Financial Global Commodities May 2006 - August 2009
OppenheimerFunds April 2000 - April 2006
TD Ameritrade June 1999 - April 2000
Skills
Hedge Funds, Global Asset Management, Product Management, Management Consulting, Financial Services, Alternative Investments, Organizational..., Operations and IT, Institutional Sales, Senior Executive..., Senior Program..., Commodity, Asset Allocation, Strategy, Start-ups, Asset Management, Fixed Income, Investments, Capital Markets, Risk Management, Portfolio Management
Education
Rensselaer Polytechnic Institute 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1979 — 1983
Bachelor of Science (BS), Physics
LoBue Group May 2013 - Present
Self-employed September 2009 - May 2013
Prudential Financial Global Commodities May 2006 - August 2009
OppenheimerFunds April 2000 - April 2006
TD Ameritrade June 1999 - April 2000
Skills
Hedge Funds, Global Asset Management, Product Management, Management Consulting, Financial Services, Alternative Investments, Organizational..., Operations and IT, Institutional Sales, Senior Executive..., Senior Program..., Commodity, Asset Allocation, Strategy, Start-ups, Asset Management, Fixed Income, Investments, Capital Markets, Risk Management, Portfolio Management
Education
Rensselaer Polytechnic Institute 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1979 — 1983
Bachelor of Science (BS), Physics
Valerie Romeo's OppenheimerFunds Experience October 1998 - July 2005
Job
Industry Investment Management
Experience
OppenheimerFunds October 1998 - July 2005
Fidelity Investments January 1998 - October 1998
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Arts (B.A.), Psychology
OppenheimerFunds October 1998 - July 2005
Fidelity Investments January 1998 - October 1998
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Linda Raddatz's OppenheimerFunds Experience July 1998 - Present
Job Senior Service Rep at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 1998 - Present
Skills
Online Research, Business Analysis, Research
Education
Siena Heights University
Bachelor of Arts (B.A.), General Studies
OppenheimerFunds July 1998 - Present
Skills
Online Research, Business Analysis, Research
Education
Siena Heights University
Bachelor of Arts (B.A.), General Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY