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
Vickie Friece Vickie Friece's OppenheimerFunds Experience August 1983 - July 2002
Job Vice President, Bank Operations and Customer Care at Zions Bancorporation
Industry Financial Services
Experience
Zions Management Services Company April 2003 - Present
OppenheimerFunds August 1983 - July 2002
Skills
Call Center, Process Improvement, Training, Quality Assurance, Operations Management, Management Consulting, Leadership, Project Management, Vendor Management, Call Centers, Banking, Risk Management, Executive Management, Customer Satisfaction, Business Process..., Business Analysis, Analysis, Management, Team Building, Change Management, Strategic Planning
Education
Stephen F. Austin State University 1977 — 1981
BBA, Marketing, Management, Political Science
Zions Management Services Company April 2003 - Present
OppenheimerFunds August 1983 - July 2002
Skills
Call Center, Process Improvement, Training, Quality Assurance, Operations Management, Management Consulting, Leadership, Project Management, Vendor Management, Call Centers, Banking, Risk Management, Executive Management, Customer Satisfaction, Business Process..., Business Analysis, Analysis, Management, Team Building, Change Management, Strategic Planning
Education
Stephen F. Austin State University 1977 — 1981
BBA, Marketing, Management, Political Science
Rory Moran Rory Moran's OppenheimerFunds Experience June 2005 - August 2005
Job PreSales
Industry Financial Services
Experience
SimCorp June 2015 - Present
Deutsche Bank July 2014 - May 2015
Brookfield Investment Management Inc. May 2014 - June 2014
Soros Fund Management February 2012 - October 2013
Soros Fund Management November 2009 - January 2012
BlueMountain Capital Management August 2007 - October 2009
D.B. Zwirn & Co. May 2007 - August 2007
GlobeOp Financial Services February 2006 - May 2007
OppenheimerFunds June 2005 - August 2005
Skills
Mutual Funds, Credit, FX Options, Investments, Derivatives, Trading, Options, Account Reconciliation, Equities, Securities, Bonds, CDS, Financial Risk, Hedge Funds, Settlement, Commodity, Prime Brokerage, Swaps, Corporate Actions, Structured Finance, Foreign Exchange, Leadership, P&L Responsibility, P&L Analysis, Usability Testing, Employee Training, Pricing, Microsoft Excel, Vlookup, Murex, Charles River IMS, Full P&L Responsibility, Bookkeeping, Bloomberg Terminal, Market Pricing, Trading Systems, Bloomberg, Fixed Income, Valuation, Equity Derivatives, Equity Trading, Credit Derivatives, Capital Markets, Structured Products, Financial Services, Currency, MBS, ETFs
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Science, Business Administration
SimCorp June 2015 - Present
Deutsche Bank July 2014 - May 2015
Brookfield Investment Management Inc. May 2014 - June 2014
Soros Fund Management February 2012 - October 2013
Soros Fund Management November 2009 - January 2012
BlueMountain Capital Management August 2007 - October 2009
D.B. Zwirn & Co. May 2007 - August 2007
GlobeOp Financial Services February 2006 - May 2007
OppenheimerFunds June 2005 - August 2005
Skills
Mutual Funds, Credit, FX Options, Investments, Derivatives, Trading, Options, Account Reconciliation, Equities, Securities, Bonds, CDS, Financial Risk, Hedge Funds, Settlement, Commodity, Prime Brokerage, Swaps, Corporate Actions, Structured Finance, Foreign Exchange, Leadership, P&L Responsibility, P&L Analysis, Usability Testing, Employee Training, Pricing, Microsoft Excel, Vlookup, Murex, Charles River IMS, Full P&L Responsibility, Bookkeeping, Bloomberg Terminal, Market Pricing, Trading Systems, Bloomberg, Fixed Income, Valuation, Equity Derivatives, Equity Trading, Credit Derivatives, Capital Markets, Structured Products, Financial Services, Currency, MBS, ETFs
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Science, Business Administration
Robert Maurer Robert Maurer's OppenheimerFunds Experience November 2010 - Present
Job Manager, Enterprise Project Delivery at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2010 - Present
Aurora Bank FSB November 2009 - November 2010
Fiserv ISS/Lincoln Trust Company April 2008 - November 2009
Lehman Brothers December 2005 - February 2008
Alchemy Consulting May 2004 - February 2006
TIAA-CREF June 1999 - September 2003
TIAA-CREF August 1994 - June 1999
Skills
Vendor Management, Process Improvement, Business Process..., Change Management, Business Analysis, Program Management, Project Management, Risk Management, Cross-functional Team..., PMP, Team Building, Team Leadership, Leadership, Business Process..., Performance Management, Integration, Strategy, Management, Budgets, Agile Methodologies, Analysis, Business Intelligence, PMO, Enterprise Software, Project Delivery, Project Planning, Testing, Analytics, SDLC, Business Requirements, Business Process, Project Portfolio..., Visio, Requirements Analysis, Software Project...
Education
Kenyon College
BA, Psychology
Stanford University
Advanced Project Management Certificate
University of Denver - Daniels College of Business
MBA
OppenheimerFunds November 2010 - Present
Aurora Bank FSB November 2009 - November 2010
Fiserv ISS/Lincoln Trust Company April 2008 - November 2009
Lehman Brothers December 2005 - February 2008
Alchemy Consulting May 2004 - February 2006
TIAA-CREF June 1999 - September 2003
TIAA-CREF August 1994 - June 1999
Skills
Vendor Management, Process Improvement, Business Process..., Change Management, Business Analysis, Program Management, Project Management, Risk Management, Cross-functional Team..., PMP, Team Building, Team Leadership, Leadership, Business Process..., Performance Management, Integration, Strategy, Management, Budgets, Agile Methodologies, Analysis, Business Intelligence, PMO, Enterprise Software, Project Delivery, Project Planning, Testing, Analytics, SDLC, Business Requirements, Business Process, Project Portfolio..., Visio, Requirements Analysis, Software Project...
Education
Kenyon College
BA, Psychology
Stanford University
Advanced Project Management Certificate
University of Denver - Daniels College of Business
MBA
Darren Marcus, CFA Darren Marcus, CFA's OppenheimerFunds Experience 2006 - 2006
Job Executive Director Equity Research at MKM Partners
Industry Financial Services
Experience
MKM Partners March 2012 - Present
Soleil Securities / Ticonderoga Securities October 2008 - January 2012
Calyon 2006 - February 2011
Calyon Securities (USA) 2006 - 2008
OppenheimerFunds 2006 - 2006
OppenheimerFunds 2006 - 2006
Prudential Financial 2003 - 2006
Datek Online 1998 - 2001
Skills
Series 7, Equities, Financial Analysis, Mutual Funds, Equity Research, Bloomberg, Series 63, Capital Markets, Securities, Financial Modeling, Equity Valuation, Investments, Valuation, Investment Strategies, Financial Markets, Asset Management, Investment Banking, Trading, Derivatives, FINRA, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance / Accounting
The College of New Jersey 1994 — 1998
BA, Psychology
WHS
WHS
woodbridge high
MKM Partners March 2012 - Present
Soleil Securities / Ticonderoga Securities October 2008 - January 2012
Calyon 2006 - February 2011
Calyon Securities (USA) 2006 - 2008
OppenheimerFunds 2006 - 2006
OppenheimerFunds 2006 - 2006
Prudential Financial 2003 - 2006
Datek Online 1998 - 2001
Skills
Series 7, Equities, Financial Analysis, Mutual Funds, Equity Research, Bloomberg, Series 63, Capital Markets, Securities, Financial Modeling, Equity Valuation, Investments, Valuation, Investment Strategies, Financial Markets, Asset Management, Investment Banking, Trading, Derivatives, FINRA, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance / Accounting
The College of New Jersey 1994 — 1998
BA, Psychology
WHS
WHS
woodbridge high
Priscilla McMullin East, CPA Priscilla McMullin East, CPA's OppenheimerFunds Experience 2002 - 2006
Job Associate Consultant at Hedge Trackers
Industry Accounting
Experience
Hedge Trackers July 2014 - Present
Western Union March 2007 - October 2013
OppenheimerFunds 2002 - 2006
Skills
International Accounting, Derivatives, International...
Education
University of Phoenix 2007 — 2009
Master of Science of Accountancy (MSA), Accounting
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Accounting and Business/Management
Temple University
Bachelor of Science (BS), Education
Hedge Trackers July 2014 - Present
Western Union March 2007 - October 2013
OppenheimerFunds 2002 - 2006
Skills
International Accounting, Derivatives, International...
Education
University of Phoenix 2007 — 2009
Master of Science of Accountancy (MSA), Accounting
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Accounting and Business/Management
Temple University
Bachelor of Science (BS), Education
David Lolli David Lolli's OppenheimerFunds Experience AVP, Marketing OperationsOppenheimerFundsJanuary 1998 - Present
Job AVP, Marketing Operations at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds AVP, Marketing OperationsOppenheimerFundsJanuary 1998 - Present
Deloitte and Touche January 1996 - January 1998
Deloitte and Touche January 1992 - January 1996
Prudential Financial January 1990 - January 1992
Poppe Tyson Advertising January 1989 - January 1990
Economics Press January 1988 - January 1989
Nabisco Brands January 1987 - January 1988
Skills
Graphic Design, Computer Graphics, Logo Design, Video Production, Art Direction, Digital Asset Management, Adobe Design Programs, Adobe Professional, Adobe AEM, Packaging Design, Photoshop, Illustrator, Adobe Creative Suite, Investments, Fixed Income, Mutual Funds, Financial Services, Packaging, Risk Management, Advertising
Education
The College of New Jersey 1983 — 1987
Bachelor's Degree, Advertising Design
OppenheimerFunds AVP, Marketing OperationsOppenheimerFundsJanuary 1998 - Present
Deloitte and Touche January 1996 - January 1998
Deloitte and Touche January 1992 - January 1996
Prudential Financial January 1990 - January 1992
Poppe Tyson Advertising January 1989 - January 1990
Economics Press January 1988 - January 1989
Nabisco Brands January 1987 - January 1988
Skills
Graphic Design, Computer Graphics, Logo Design, Video Production, Art Direction, Digital Asset Management, Adobe Design Programs, Adobe Professional, Adobe AEM, Packaging Design, Photoshop, Illustrator, Adobe Creative Suite, Investments, Fixed Income, Mutual Funds, Financial Services, Packaging, Risk Management, Advertising
Education
The College of New Jersey 1983 — 1987
Bachelor's Degree, Advertising Design
Christina Walsh, MBA's OppenheimerFunds Experience June 2010 - July 2011
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2015 - Present
Evercore June 2014 - August 2014
Renaissance Technologies LLC October 2011 - April 2013
OppenheimerFunds June 2010 - July 2011
Ameriprise Financial Services, Inc. January 2007 - June 2010
Skills
Completed Level 1 of..., Investments, Leadership, Portfolio Management, Wealth Management, Financial Modeling, Financial Analysis, Valuation, Mergers
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Finance, Accounting, Entrepreneurial Management
Stony Brook University 2003 — 2006
B.S., Business Management
Evercore August 2015 - Present
Evercore June 2014 - August 2014
Renaissance Technologies LLC October 2011 - April 2013
OppenheimerFunds June 2010 - July 2011
Ameriprise Financial Services, Inc. January 2007 - June 2010
Skills
Completed Level 1 of..., Investments, Leadership, Portfolio Management, Wealth Management, Financial Modeling, Financial Analysis, Valuation, Mergers
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Finance, Accounting, Entrepreneurial Management
Stony Brook University 2003 — 2006
B.S., Business Management
Melissa Clayton Melissa Clayton's OppenheimerFunds Experience December 2010 - April 2012
Job Project Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
OppenheimerFunds December 2010 - April 2012
OppenheimerFunds December 2004 - December 2010
OppenheimerFunds July 2000 - December 2004
OppenheimerFunds August 1997 - July 2000
Dreyfus Corporation May 1996 - April 1997
Skills
Partner Relationship..., Business Management, Sales Operations, Business Analysis, Client Reporting
Education
State University of New York at Stony Brook 1990 — 1995
BA, Social Sciences
Northport high school
Edward Jones April 2012 - Present
OppenheimerFunds December 2010 - April 2012
OppenheimerFunds December 2004 - December 2010
OppenheimerFunds July 2000 - December 2004
OppenheimerFunds August 1997 - July 2000
Dreyfus Corporation May 1996 - April 1997
Skills
Partner Relationship..., Business Management, Sales Operations, Business Analysis, Client Reporting
Education
State University of New York at Stony Brook 1990 — 1995
BA, Social Sciences
Northport high school
David Zicchinella's OppenheimerFunds Experience January 2015 - Present
Job VP, Lead Sales Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds December 2006 - January 2015
OppenheimerFunds, Inc. June 2005 - November 2006
OppenheimerFunds, Inc. April 2004 - May 2005
OppenheimerFunds January 2000 - March 2004
OppenheimerFunds October 1998 - December 1999
Skills
Sales, Mutual Funds, Relationship Management, Investments, Financial Services, Sales Management, Marketing, Business Relationship..., Strategy, 401k, Alternative Investments, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Management
Education
Temple University 1994 — 1997
BBA, Finance and Marketing
OppenheimerFunds January 2015 - Present
OppenheimerFunds December 2006 - January 2015
OppenheimerFunds, Inc. June 2005 - November 2006
OppenheimerFunds, Inc. April 2004 - May 2005
OppenheimerFunds January 2000 - March 2004
OppenheimerFunds October 1998 - December 1999
Skills
Sales, Mutual Funds, Relationship Management, Investments, Financial Services, Sales Management, Marketing, Business Relationship..., Strategy, 401k, Alternative Investments, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Management
Education
Temple University 1994 — 1997
BBA, Finance and Marketing
Lucie Howell Lucie Howell's OppenheimerFunds Experience June 2000 - Present
Job Vice President, Marketing Operations at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2000 - Present
Skills
Fulfillment Services, Purchasing, Inventory Management, Marketing Operations, Marketing Resource..., Vendor Management, Distribution Systems, Aprimo, Email Marketing, Direct Mail, Print Management, Content Management, Variable Data Printing, Operations Management, Financial Analysis, Financial Services, Asset Allocation, MRM, Mutual Funds, FINRA, Account Management, Alternative Investments, Relationship Management, Strategic Planning, Leadership, Management, Investments, Asset Management, Business Analysis, Strategy
Education
NYU Stern School of Business 2011 — 2013
MBA, Organizational Leadership, Strategy, Global Business
State University of New York at Oswego 1990 — 1994
B.A., History
OppenheimerFunds June 2000 - Present
Skills
Fulfillment Services, Purchasing, Inventory Management, Marketing Operations, Marketing Resource..., Vendor Management, Distribution Systems, Aprimo, Email Marketing, Direct Mail, Print Management, Content Management, Variable Data Printing, Operations Management, Financial Analysis, Financial Services, Asset Allocation, MRM, Mutual Funds, FINRA, Account Management, Alternative Investments, Relationship Management, Strategic Planning, Leadership, Management, Investments, Asset Management, Business Analysis, Strategy
Education
NYU Stern School of Business 2011 — 2013
MBA, Organizational Leadership, Strategy, Global Business
State University of New York at Oswego 1990 — 1994
B.A., History
Alex Holloway Alex Holloway's OppenheimerFunds Experience April 2015 - Present
Job Senior Trading Support
Industry Banking
Experience
OppenheimerFunds April 2015 - Present
WJ Bradley Mortgage Capital, LLC March 2014 - February 2015
CoreLogic January 2013 - February 2014
Fannie Mae August 2006 - January 2013
Clayton Fixed Income Services February 2006 - July 2006
Aurora Loan Services - A Lehman Brothers Company October 2004 - January 2006
Skills
Structured Products, Securitization, Inventory Management, Credit Risk, Financial Modeling, Compliance, Fixed Income, MBS, Bonds, Mortgage, Loans, Securities, Default, Government, Analytics, Production, Credit, CDO, Capital Markets, Structured Finance, Banking, Mortgage Lending, Bloomberg, Customer Service, Rates, Residential Mortgages, Trading Floor, Finance, Financial Analysis
Education
Texas State University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
OppenheimerFunds April 2015 - Present
WJ Bradley Mortgage Capital, LLC March 2014 - February 2015
CoreLogic January 2013 - February 2014
Fannie Mae August 2006 - January 2013
Clayton Fixed Income Services February 2006 - July 2006
Aurora Loan Services - A Lehman Brothers Company October 2004 - January 2006
Skills
Structured Products, Securitization, Inventory Management, Credit Risk, Financial Modeling, Compliance, Fixed Income, MBS, Bonds, Mortgage, Loans, Securities, Default, Government, Analytics, Production, Credit, CDO, Capital Markets, Structured Finance, Banking, Mortgage Lending, Bloomberg, Customer Service, Rates, Residential Mortgages, Trading Floor, Finance, Financial Analysis
Education
Texas State University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Chris Bergeron, CIMA®, CRPC® Chris Bergeron, CIMA®, CRPC®'s OppenheimerFunds Experience March 2008 - Present
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2008 - Present
Putnam Investments 1995 - 2008
Skills
Mutual Funds, Asset Allocation, Series 63, Investments, Wealth Management, Series 7, Asset Management, Separately Managed..., Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Alternative Investments, 401k, Series 6
Education
University of Pennsylvania - The Wharton School 2015 — 2015
CIMA, Finance and Financial Management Services
Southern Connecticut State University 1991 — 1995
Business Administration and Management, General
OppenheimerFunds March 2008 - Present
Putnam Investments 1995 - 2008
Skills
Mutual Funds, Asset Allocation, Series 63, Investments, Wealth Management, Series 7, Asset Management, Separately Managed..., Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Alternative Investments, 401k, Series 6
Education
University of Pennsylvania - The Wharton School 2015 — 2015
CIMA, Finance and Financial Management Services
Southern Connecticut State University 1991 — 1995
Business Administration and Management, General
Kate McCann Kate McCann's OppenheimerFunds Experience May 2013 - August 2013
Job College Photographer at Bryn Mawr College
Industry Photography
Experience
Bryn Mawr College June 2014 - Present
Love Me Do Photography August 2011 - Present
WXPN January 2013 - Present
Red Tettemer O'Connell + Partners August 2013 - October 2013
OppenheimerFunds May 2013 - August 2013
The Temple News June 2011 - May 2013
The Philadelphia Daily News January 2012 - June 2012
Skills
Photography, Wedding Photography, Corporate Events, Event Planning, Microsoft Office, Microsoft Excel, Journalism, Music Journalism, Interviews, News Writing, Advertising, Photoshop, Adobe Creative Suite, InDesign, Final Cut Pro, Video Editing, AP Style, WordPress, Time Management, Interpersonal Skill, Communication Skills, Photojournalism, Video
Education
Temple University 2010 — 2014
Bachelor of Arts (BA), Photojournalism, 3.8
Cranford High School 2006 — 2010
High School Diploma
Bryn Mawr College June 2014 - Present
Love Me Do Photography August 2011 - Present
WXPN January 2013 - Present
Red Tettemer O'Connell + Partners August 2013 - October 2013
OppenheimerFunds May 2013 - August 2013
The Temple News June 2011 - May 2013
The Philadelphia Daily News January 2012 - June 2012
Skills
Photography, Wedding Photography, Corporate Events, Event Planning, Microsoft Office, Microsoft Excel, Journalism, Music Journalism, Interviews, News Writing, Advertising, Photoshop, Adobe Creative Suite, InDesign, Final Cut Pro, Video Editing, AP Style, WordPress, Time Management, Interpersonal Skill, Communication Skills, Photojournalism, Video
Education
Temple University 2010 — 2014
Bachelor of Arts (BA), Photojournalism, 3.8
Cranford High School 2006 — 2010
High School Diploma
Peter Beebe Peter Beebe's OppenheimerFunds Experience 1997 - 2000
Job Financial Services Executive
Industry Financial Services
Experience
Select Equity Group, L.P. December 2013 - Present
Asset Growth Partners, LLC February 2011 - December 2013
LaSalle Investment Management June 2012 - August 2013
LaSalle Investment Management Distributors June 2012 - August 2013
Hanley Group Capital (Now INTL Hanley-INTL) March 2009 - January 2011
Affiliated Managers Group January 2003 - February 2009
Virtus Investment Partners 2000 - 2003
OppenheimerFunds 1997 - 2000
Skills
Investments, Asset Management, Mutual Funds, Equities, Investment Management, Strategy, Management, Financial Services, Leadership, Derivatives, Sales, Financial Advisory, Licenses: 24, 7, 63 and..., Marketing, Real Estate, Investment Properties, Hedge Funds, UCITS, Offshore Funds, Separately Managed..., Asset Managment, Alternative Investments, Finance, Strategic Planning
Education
University of Chicago Graduate School of Business 2007 — 2007
Executive Sales Management
Stetson University 1989 — 1990
Master Business Administration
Stetson University 1985 — 1989
Bachelor of Business Administration, Finance, Spanish
Select Equity Group, L.P. December 2013 - Present
Asset Growth Partners, LLC February 2011 - December 2013
LaSalle Investment Management June 2012 - August 2013
LaSalle Investment Management Distributors June 2012 - August 2013
Hanley Group Capital (Now INTL Hanley-INTL) March 2009 - January 2011
Affiliated Managers Group January 2003 - February 2009
Virtus Investment Partners 2000 - 2003
OppenheimerFunds 1997 - 2000
Skills
Investments, Asset Management, Mutual Funds, Equities, Investment Management, Strategy, Management, Financial Services, Leadership, Derivatives, Sales, Financial Advisory, Licenses: 24, 7, 63 and..., Marketing, Real Estate, Investment Properties, Hedge Funds, UCITS, Offshore Funds, Separately Managed..., Asset Managment, Alternative Investments, Finance, Strategic Planning
Education
University of Chicago Graduate School of Business 2007 — 2007
Executive Sales Management
Stetson University 1989 — 1990
Master Business Administration
Stetson University 1985 — 1989
Bachelor of Business Administration, Finance, Spanish
Kevin Golden Kevin Golden's OppenheimerFunds Experience 2000 - 2003
Job Vice President, Senior Advisor Consultant Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2007 - Present
Lockwood Advisors, Inc. 2004 - 2007
Oppenheimer Funds 2000 - 2004
Oppenheimerfunds 2000 - 2003
New York Life Mainstay Investments 1998 - 2000
Skills
Asset Allocation, Investments, Mutual Funds
Education
The Ohio State University 1991 — 1995
BA, Marketing, Finance
Franklin Templeton Investments September 2007 - Present
Lockwood Advisors, Inc. 2004 - 2007
Oppenheimer Funds 2000 - 2004
Oppenheimerfunds 2000 - 2003
New York Life Mainstay Investments 1998 - 2000
Skills
Asset Allocation, Investments, Mutual Funds
Education
The Ohio State University 1991 — 1995
BA, Marketing, Finance
Michael Ullrich Michael Ullrich's OppenheimerFunds Experience May 2014 - May 2014
Job Audio Video Multimedia Operations Technician at Technical Operations, Inc.
Industry Broadcast Media
Experience
Technical Operations, Inc. March 2015 - Present
Doral Arrowwood December 2012 - March 2015
OppenheimerFunds May 2014 - May 2014
OppenheimerFunds January 2014 - January 2014
Electronica Oasis October 2012 - December 2013
Plattsburgh State Television August 2011 - May 2012
PrimeLink November 2011 - November 2011
Peers Influencing Peers Partnership, INC. March 2008 - June 2008
Skills
Adobe Photoshop, Final Cut Pro, Compix, Camera Operator, Technical Direction, Field Production, Video, Camera Operating, Documentaries, Video Production, Photoshop, Video Editing, Editing, Sound, Videography, Avid Media Composer, Camera, Non-linear Editing, Avid, Final Cut Studio, Post Production, Adobe Audition, Producing, Premiere, Directing, Broadcast Television, Audio Editing, Television Producing, Linear Editing, Television, Broadcast Journalism
Education
State University of New York College at Plattsburgh 2008 — 2012
Bachelor of Science (B.S.), TV/Video Production
Technical Operations, Inc. March 2015 - Present
Doral Arrowwood December 2012 - March 2015
OppenheimerFunds May 2014 - May 2014
OppenheimerFunds January 2014 - January 2014
Electronica Oasis October 2012 - December 2013
Plattsburgh State Television August 2011 - May 2012
PrimeLink November 2011 - November 2011
Peers Influencing Peers Partnership, INC. March 2008 - June 2008
Skills
Adobe Photoshop, Final Cut Pro, Compix, Camera Operator, Technical Direction, Field Production, Video, Camera Operating, Documentaries, Video Production, Photoshop, Video Editing, Editing, Sound, Videography, Avid Media Composer, Camera, Non-linear Editing, Avid, Final Cut Studio, Post Production, Adobe Audition, Producing, Premiere, Directing, Broadcast Television, Audio Editing, Television Producing, Linear Editing, Television, Broadcast Journalism
Education
State University of New York College at Plattsburgh 2008 — 2012
Bachelor of Science (B.S.), TV/Video Production
Tia Jenkins, PHR, MBA Tia Jenkins, PHR, MBA's OppenheimerFunds Experience June 2014 - Present
Job HR Business Analyst, Compensation and Benefits, OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds June 2014 - Present
Wilson Elser August 2010 - June 2014
Wilson Elser October 2008 - August 2010
Wilson Elser November 2007 - October 2008
Springer Science+Business Media May 2007 - November 2007
Skills
Compensation Management, Performance Management, HRIS Database Management, Project Management, Personnel Management, Employee Relations, Human Resources, HRIS, Management, Employee Benefits, New Hire Orientations, Microsoft Office, Budgets, Employee Handbooks, Recruiting, Compensation
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management and Industrial and Organizational Psychology
Temple University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
OppenheimerFunds June 2014 - Present
Wilson Elser August 2010 - June 2014
Wilson Elser October 2008 - August 2010
Wilson Elser November 2007 - October 2008
Springer Science+Business Media May 2007 - November 2007
Skills
Compensation Management, Performance Management, HRIS Database Management, Project Management, Personnel Management, Employee Relations, Human Resources, HRIS, Management, Employee Benefits, New Hire Orientations, Microsoft Office, Budgets, Employee Handbooks, Recruiting, Compensation
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management and Industrial and Organizational Psychology
Temple University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Robert Kinsey Robert Kinsey's OppenheimerFunds Experience August 2010 - February 2015
Job Managing Director & Client Portfolio Manager at MacKay Shields LLC
Industry Financial Services
Experience
MacKay Shields LLC March 2015 - Present
OppenheimerFunds August 2010 - February 2015
ING Investment Management March 1999 - May 2010
Federated Investors January 1995 - March 1999
Harris Investment Management June 1992 - January 1995
First City Trust Dept April 1986 - July 1992
Smith Barney June 1980 - June 1984
Skills
Mutual Funds, Relationship Management, High Yield, ABS, Government Bonds, Emerging Markets, Debt, Asset, Loans, Hedge Funds, Fixed Income, Portfolio Management, Investment Strategies, Derivatives, Series 7, Investments, Bonds, Institutional..., Financial Services, Alternative Investments, Investment Banking, Series 63, Asset Management, Wealth Management, Structured Products, Separately Managed..., Asset Allocation, Capital Markets, ETFs, Financial Markets, Valuation, Investment Advisory, Investment Management, Securities
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Stanford University 1976 — 1980
BA, Political Science
STA 1972 — 1976
MacKay Shields LLC March 2015 - Present
OppenheimerFunds August 2010 - February 2015
ING Investment Management March 1999 - May 2010
Federated Investors January 1995 - March 1999
Harris Investment Management June 1992 - January 1995
First City Trust Dept April 1986 - July 1992
Smith Barney June 1980 - June 1984
Skills
Mutual Funds, Relationship Management, High Yield, ABS, Government Bonds, Emerging Markets, Debt, Asset, Loans, Hedge Funds, Fixed Income, Portfolio Management, Investment Strategies, Derivatives, Series 7, Investments, Bonds, Institutional..., Financial Services, Alternative Investments, Investment Banking, Series 63, Asset Management, Wealth Management, Structured Products, Separately Managed..., Asset Allocation, Capital Markets, ETFs, Financial Markets, Valuation, Investment Advisory, Investment Management, Securities
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Stanford University 1976 — 1980
BA, Political Science
STA 1972 — 1976
McKinsie Barnes's OppenheimerFunds Experience October 2013 - April 2014
Job Crimson Midstream
Industry Oil & Energy
Experience
Crimson Midstream 2015 - Present
OppenheimerFunds October 2013 - April 2014
OppenheimerFunds July 2012 - April 2014
J.P. Morgan January 2012 - March 2012
Daniels College of Business Ethics Boot Camp 2010 - 2012
University of Denver 2008 - 2012
Daniels College of Business 2008 - 2012
Delta Gamma 2008 - 2012
The Children's Hospital Colorado Foundation November 2011 - December 2011
The Children's Hospital Colorado Foundation February 2011 - September 2011
Skills
Leadership, Strategic Planning, Budgets, Recruiting, Marketing, PowerPoint, Social Media Marketing, Social Media, Event Planning, Event Management, Microsoft Excel, Finance, Microsoft Office, Performance Management, Change Management, Accounting, Sales, Fundraising
Education
University of Denver 2008 — 2012
B.S.B.A., Finance, Minors in Art History and Business Ethics & Legal Studies
London School of Economics and Political Science 2010 — 2010
Corporate Law & Governance and International Law
Semester at Sea, University of Virginia 2009 — 2009
Art History and Global Studies
Impact Denver
Crimson Midstream 2015 - Present
OppenheimerFunds October 2013 - April 2014
OppenheimerFunds July 2012 - April 2014
J.P. Morgan January 2012 - March 2012
Daniels College of Business Ethics Boot Camp 2010 - 2012
University of Denver 2008 - 2012
Daniels College of Business 2008 - 2012
Delta Gamma 2008 - 2012
The Children's Hospital Colorado Foundation November 2011 - December 2011
The Children's Hospital Colorado Foundation February 2011 - September 2011
Skills
Leadership, Strategic Planning, Budgets, Recruiting, Marketing, PowerPoint, Social Media Marketing, Social Media, Event Planning, Event Management, Microsoft Excel, Finance, Microsoft Office, Performance Management, Change Management, Accounting, Sales, Fundraising
Education
University of Denver 2008 — 2012
B.S.B.A., Finance, Minors in Art History and Business Ethics & Legal Studies
London School of Economics and Political Science 2010 — 2010
Corporate Law & Governance and International Law
Semester at Sea, University of Virginia 2009 — 2009
Art History and Global Studies
Impact Denver
Jim Bardsley Jim Bardsley's OppenheimerFunds Experience July 1900 - June 1995
Job Project Manager/Principal Consultant at Kreeight Solutions
Industry Information Technology and Services
Experience
Kreeight Solutions September 2012 - Present
James Bardsley June 2012 - September 2012
Modulant November 2000 - May 2012
Consulting 1999 - 2004
Robert Bosch North America December 1997 - November 2000
Blackbaud April 1996 - December 1997
CH2M HILL June 1995 - April 1996
OppenheimerFunds July 1900 - June 1995
Skills
Project Management, Full SDLC, Software Project..., Business Process..., Business Process..., Program Management, SDLC, Databases, Business Process, Software Development, Agile Methodologies, Agile Project Management, Oracle, PMP, Scrum
Education
SUNY Oswego 1982 — 1986
Bachelor of Arts (B.A.), Computer Science
Kreeight Solutions September 2012 - Present
James Bardsley June 2012 - September 2012
Modulant November 2000 - May 2012
Consulting 1999 - 2004
Robert Bosch North America December 1997 - November 2000
Blackbaud April 1996 - December 1997
CH2M HILL June 1995 - April 1996
OppenheimerFunds July 1900 - June 1995
Skills
Project Management, Full SDLC, Software Project..., Business Process..., Business Process..., Program Management, SDLC, Databases, Business Process, Software Development, Agile Methodologies, Agile Project Management, Oracle, PMP, Scrum
Education
SUNY Oswego 1982 — 1986
Bachelor of Arts (B.A.), Computer Science
Rick Fuerman Rick Fuerman's OppenheimerFunds Experience July 2006 - January 2009
Job Vice President, Head of Marketing and Communications at Lightstone
Industry Financial Services
Experience
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Janet Harrison Janet Harrison's OppenheimerFunds Experience September 2009 - December 2012
Job Senior Lead Analyst OTC Derivatives at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2012 - Present
OppenheimerFunds September 2009 - December 2012
OppenheimerFunds July 2007 - September 2009
Skills
Mutual Funds, Investments, Securities, Portfolio Management, Fixed Income, Alternative Investments, Equities, Financial Services
Education
Southeast Missouri State University - Harrison College of Business 2002 — 2006
Bachelor's degree, Finance and Financial Management Services, 3.5
Brown Brothers Harriman December 2012 - Present
OppenheimerFunds September 2009 - December 2012
OppenheimerFunds July 2007 - September 2009
Skills
Mutual Funds, Investments, Securities, Portfolio Management, Fixed Income, Alternative Investments, Equities, Financial Services
Education
Southeast Missouri State University - Harrison College of Business 2002 — 2006
Bachelor's degree, Finance and Financial Management Services, 3.5
Colin Keegan Colin Keegan's OppenheimerFunds Experience January 2015 - Present
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
AXA Advisors August 2014 - January 2015
BlackTree Healthcare Consulting May 2013 - August 2013
BlackTree Healthcare Consulting December 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, C++, HTML, Accounting, Data Analysis, Accounts Receivable, Market Research, Finance, Power Transmission, Singing
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor's Degree, Finance
OppenheimerFunds January 2015 - Present
AXA Advisors August 2014 - January 2015
BlackTree Healthcare Consulting May 2013 - August 2013
BlackTree Healthcare Consulting December 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, C++, HTML, Accounting, Data Analysis, Accounts Receivable, Market Research, Finance, Power Transmission, Singing
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor's Degree, Finance
Connor Brokaw's OppenheimerFunds Experience June 2015 - August 2015
Job Student at Saint John Fisher College
Industry Aviation & Aerospace
Experience
Oak Hill Country Club November 2012 - Present
OppenheimerFunds June 2015 - August 2015
Nalco May 2012 - September 2012
Civil Air Patrol, U.S. Air Force Auxiliary February 2008 - September 2011
Skills
Microsoft Excel, Microsoft Word, Mac OS X, Mac programs, Organizational..., Time Management, Facebook, Leadership, Communication
Education
Saint John Fisher College 2012 — 2016
Bachelor's Degree, Business Administration and Management, General. English (Writing Concentration)
Oak Hill Country Club November 2012 - Present
OppenheimerFunds June 2015 - August 2015
Nalco May 2012 - September 2012
Civil Air Patrol, U.S. Air Force Auxiliary February 2008 - September 2011
Skills
Microsoft Excel, Microsoft Word, Mac OS X, Mac programs, Organizational..., Time Management, Facebook, Leadership, Communication
Education
Saint John Fisher College 2012 — 2016
Bachelor's Degree, Business Administration and Management, General. English (Writing Concentration)
Robert Massa, ChFC®, CEBS®, AIF® CBC's OppenheimerFunds Experience 1997 - 1999
Job Chief Investment Officer at Ascende Wealth Advisers & Director of Retirement for Ascende, Inc
Industry Financial Services
Experience
Ascende Wealth Advisers February 2011 - Present
Ascende, Inc. (formerly Employee Benefit Solutions) May 2010 - Present
MBM Advisors July 2000 - May 2010
OppenheimerFunds 1997 - 1999
PaineWebber Trust Co, 1995 - 1997
MassMutual Insurance 1994 - 1996
Skills
Series 7, Customer Relations, Operations Management, Marketing Strategy, Licensing, 401k, Customer Service, Strategic Financial..., Defined Benefit, Employee Benefits, Asset Allocation, ERISA, Sales, Auditing, Benefits Administration, Retirement Planning, Retirement Benefits, Business Relationship..., Health Insurance, Retirement, Mergers & Acquisitions, Project Management, Investments, Insurance, Pensions, Financial Planning
Education
The College of New Jersey 1986 — 1991
Bachelor of Arts (B.A.), Public Administration and Mathematics
Ascende Wealth Advisers February 2011 - Present
Ascende, Inc. (formerly Employee Benefit Solutions) May 2010 - Present
MBM Advisors July 2000 - May 2010
OppenheimerFunds 1997 - 1999
PaineWebber Trust Co, 1995 - 1997
MassMutual Insurance 1994 - 1996
Skills
Series 7, Customer Relations, Operations Management, Marketing Strategy, Licensing, 401k, Customer Service, Strategic Financial..., Defined Benefit, Employee Benefits, Asset Allocation, ERISA, Sales, Auditing, Benefits Administration, Retirement Planning, Retirement Benefits, Business Relationship..., Health Insurance, Retirement, Mergers & Acquisitions, Project Management, Investments, Insurance, Pensions, Financial Planning
Education
The College of New Jersey 1986 — 1991
Bachelor of Arts (B.A.), Public Administration and Mathematics
Adam Kelly, CFA Adam Kelly, CFA's OppenheimerFunds Experience September 2008 - December 2008
Job Vice President at Patriot Capital
Industry Venture Capital & Private Equity
Experience
Patriot Capital, L.P. November 2012 - Present
Bengur Bryan & Co November 2012 - Present
M&T Bank August 2011 - November 2012
M&T Bank July 2009 - August 2011
OppenheimerFunds September 2008 - December 2008
Xerox May 2008 - August 2008
Education
State University of New York College at Geneseo 2005 — 2009
Aquinas Institute
Aquinas Institute
Patriot Capital, L.P. November 2012 - Present
Bengur Bryan & Co November 2012 - Present
M&T Bank August 2011 - November 2012
M&T Bank July 2009 - August 2011
OppenheimerFunds September 2008 - December 2008
Xerox May 2008 - August 2008
Education
State University of New York College at Geneseo 2005 — 2009
Aquinas Institute
Aquinas Institute
Eric Fishel, CAIA , CIMA(r), CRPC(r) Eric Fishel, CAIA , CIMA(r), CRPC(r)'s OppenheimerFunds Experience July 2000 - March 2015
Job Vice President, Investment Management Consultant, BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
OppenheimerFunds July 2000 - March 2015
Skills
Series 7, Series 63, Mutual Funds, 401k, Alternative Investments, Wealth Management, CRPC®, Retirement, CAIA®, CIMA®
Education
SUNY Geneseo 1992 — 1996
BlackRock April 2015 - Present
OppenheimerFunds July 2000 - March 2015
Skills
Series 7, Series 63, Mutual Funds, 401k, Alternative Investments, Wealth Management, CRPC®, Retirement, CAIA®, CIMA®
Education
SUNY Geneseo 1992 — 1996
Sandra D. Lee, CCP, PHR Sandra D. Lee, CCP, PHR's OppenheimerFunds Experience March 2001 - October 2004
Job Lead Compensation Analyst at American International Group
Industry Human Resources
Experience
American International Group (AIG) August 2014 - Present
American International Group (AIG) October 2010 - July 2014
PSEG September 2008 - December 2010
Johnson & Johnson October 2004 - September 2008
OppenheimerFunds March 2001 - October 2004
American Express May 1999 - March 2001
Parsons Brinckerhoff Quade & Douglas 1996 - 1998
Skills
Salary, Policy, Human Resources, Deferred Compensation, College Recruiting, Data Analysis, Job Evaluation, Benefits Administration, Administration, Program Management, Training, SAP, Incentive Programs, Process Improvement, PeopleSoft, Management, Onboarding, Budgets, Recruiting, Talent Management, Interviews, Succession Planning, Compensation & Benefit, Project Planning, HR Policies, Market Pricing, HR Consulting, HRIS
Education
New School University 1998 — 2001
Master's Degree, Human Resources
University of Virginia 1990 — 1994
Bachelor's Degree, Psychology
American International Group (AIG) August 2014 - Present
American International Group (AIG) October 2010 - July 2014
PSEG September 2008 - December 2010
Johnson & Johnson October 2004 - September 2008
OppenheimerFunds March 2001 - October 2004
American Express May 1999 - March 2001
Parsons Brinckerhoff Quade & Douglas 1996 - 1998
Skills
Salary, Policy, Human Resources, Deferred Compensation, College Recruiting, Data Analysis, Job Evaluation, Benefits Administration, Administration, Program Management, Training, SAP, Incentive Programs, Process Improvement, PeopleSoft, Management, Onboarding, Budgets, Recruiting, Talent Management, Interviews, Succession Planning, Compensation & Benefit, Project Planning, HR Policies, Market Pricing, HR Consulting, HRIS
Education
New School University 1998 — 2001
Master's Degree, Human Resources
University of Virginia 1990 — 1994
Bachelor's Degree, Psychology
John Williamson John Williamson's OppenheimerFunds Experience June 1999 - August 2004
Job Director of Financial Planning and Analysis at Paradigm Precision
Industry Executive Office
Experience
Paradigm Precision June 2013 - Present
Alorica July 2009 - June 2013
Denny's January 2006 - December 2008
JPMorgan Chase August 2004 - December 2005
OppenheimerFunds June 1999 - August 2004
Skills
Forecasting, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Strategic Financial..., Strategy, Financial Modeling, Strategic Planning, Financial Reporting, Management, Market Research, Budgets, Corporate Finance, Project Management, Team Building, Outsourcing, M&A experience, Corporate Real Estate, Pricing Strategy, Pricing Analysis, Divestitures, Capital Budgeting, Capital Projects, Due Diligence, Real Estate Transactions, Data Analysis, NPV, Business Valuation, Strategic Thinking, Financial Forecasting, Corporate Budgeting, Income Statement, Essbase, Mentoring Of Staff, DCF Valuation, IRR, Fortune 500, Solution Implementation, Hyperion Planning, Consolidated Financial..., Leadership, P, Financial Planning, Executive Management, Analysis
Education
State University of New York College at Cortland 1995 — 1999
B.S., Economics
Paradigm Precision June 2013 - Present
Alorica July 2009 - June 2013
Denny's January 2006 - December 2008
JPMorgan Chase August 2004 - December 2005
OppenheimerFunds June 1999 - August 2004
Skills
Forecasting, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Strategic Financial..., Strategy, Financial Modeling, Strategic Planning, Financial Reporting, Management, Market Research, Budgets, Corporate Finance, Project Management, Team Building, Outsourcing, M&A experience, Corporate Real Estate, Pricing Strategy, Pricing Analysis, Divestitures, Capital Budgeting, Capital Projects, Due Diligence, Real Estate Transactions, Data Analysis, NPV, Business Valuation, Strategic Thinking, Financial Forecasting, Corporate Budgeting, Income Statement, Essbase, Mentoring Of Staff, DCF Valuation, IRR, Fortune 500, Solution Implementation, Hyperion Planning, Consolidated Financial..., Leadership, P, Financial Planning, Executive Management, Analysis
Education
State University of New York College at Cortland 1995 — 1999
B.S., Economics
Phoebe Hunter's OppenheimerFunds Experience October 2007 - June 2011
Job
Industry Investment Management
Experience
Organized Offices January 2006 - Present
OppenheimerFunds October 2007 - June 2011
Acadian Asset Management April 2007 - September 2007
Ercolini & Company LLP February 2006 - April 2007
Wellington Management Company, LLP March 2001 - July 2005
Skills
Asset Managment, Microsoft Excel
Education
Tufts University School of Dental Medicine 1999 — 2000
University of Arizona 1995 — 1999
BS
St. Olaf College 1994 — 1995
Central High School
Organized Offices January 2006 - Present
OppenheimerFunds October 2007 - June 2011
Acadian Asset Management April 2007 - September 2007
Ercolini & Company LLP February 2006 - April 2007
Wellington Management Company, LLP March 2001 - July 2005
Skills
Asset Managment, Microsoft Excel
Education
Tufts University School of Dental Medicine 1999 — 2000
University of Arizona 1995 — 1999
BS
St. Olaf College 1994 — 1995
Central High School
Heidi Heikenfeld, CFA Heidi Heikenfeld, CFA's OppenheimerFunds Experience January 2013 - June 2014
Job Portfolio Manager, Emerging Market Innovators (EMIAX)
Industry Investment Management
Experience
OppenheimerFunds January 2013 - June 2014
OppenheimerFunds September 2002 - December 2012
OppenheimerFunds July 2000 - September 2002
PaineWebber 1999 - 1999
Education
University of Oxford - Said Business School 2003 — 2004
MBA
Susquehanna University 1996 — 2000
BS, Business & Economics
OppenheimerFunds January 2013 - June 2014
OppenheimerFunds September 2002 - December 2012
OppenheimerFunds July 2000 - September 2002
PaineWebber 1999 - 1999
Education
University of Oxford - Said Business School 2003 — 2004
MBA
Susquehanna University 1996 — 2000
BS, Business & Economics
Edward Lupo Edward Lupo's OppenheimerFunds Experience September 2004 - June 2006
Job Product Manager at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley May 2011 - Present
AllianceBernstein June 2006 - May 2011
OppenheimerFunds September 2004 - June 2006
Morgan Stanley November 1998 - September 2004
Value Line August 1997 - November 1998
Skills
Mutual Funds, Fixed Income, Asset Managment, Equities, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Investment Management, Bloomberg, Financial Markets, Securities, Financial Modeling, Wealth Management, Investment Strategies, Derivatives, Financial Services, Asset Management, Strategy
Education
State University of New York College at Oswego
BS Business Administration, Concentration in Finance, Minor in Economics
Morgan Stanley May 2011 - Present
AllianceBernstein June 2006 - May 2011
OppenheimerFunds September 2004 - June 2006
Morgan Stanley November 1998 - September 2004
Value Line August 1997 - November 1998
Skills
Mutual Funds, Fixed Income, Asset Managment, Equities, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Investment Management, Bloomberg, Financial Markets, Securities, Financial Modeling, Wealth Management, Investment Strategies, Derivatives, Financial Services, Asset Management, Strategy
Education
State University of New York College at Oswego
BS Business Administration, Concentration in Finance, Minor in Economics
Erin Simpson Erin Simpson's OppenheimerFunds Experience December 2012 - March 2015
Job Senior Client Relationship Manager
Industry Financial Services
Experience
The Newport Group August 2015 - Present
OppenheimerFunds December 2012 - March 2015
AllianceBernstein February 2011 - December 2012
Nuveen Investments August 2007 - August 2010
Skills
Asset Managment, Mutual Funds, Investment Strategies, Equities, Alternative Investments, Investments, Fixed Income, Series 7, Competitive Analysis, Capital Markets, Asset Management, Financial Services, Securities, Relationship Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A., International Relations, International Economics
The Johns Hopkins University
B.A., International Relations
The Newport Group August 2015 - Present
OppenheimerFunds December 2012 - March 2015
AllianceBernstein February 2011 - December 2012
Nuveen Investments August 2007 - August 2010
Skills
Asset Managment, Mutual Funds, Investment Strategies, Equities, Alternative Investments, Investments, Fixed Income, Series 7, Competitive Analysis, Capital Markets, Asset Management, Financial Services, Securities, Relationship Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A., International Relations, International Economics
The Johns Hopkins University
B.A., International Relations
Alexi Several's OppenheimerFunds Experience May 2013 - August 2013
Job Human Resources Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
OppenheimerFunds May 2013 - August 2013
Legacy Youth Tennis and Education June 2012 - August 2012
National Junior Tennis and Learning (NJTL) June 2011 - August 2011
Skills
Human Resources, Systems Management, Leadership, Business Process..., Research, Visio, Microsoft Excel, Recruiting, Microsoft Word, Microsoft Office, Social Media, Phone Screening, Interviews, Reference Checking, Workday, SuccessFactors, SPSS, Correlation Analysis, Employee Engagement, Employee Surveys, PowerPoint
Education
The George Washington University 2011 — 2015
Bachelor of Arts, Organizational Sciences, Magna Cum Laude (3.65)
University of Haifa 2014 — 2014
Friends' Central School 2003 — 2011
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
OppenheimerFunds May 2013 - August 2013
Legacy Youth Tennis and Education June 2012 - August 2012
National Junior Tennis and Learning (NJTL) June 2011 - August 2011
Skills
Human Resources, Systems Management, Leadership, Business Process..., Research, Visio, Microsoft Excel, Recruiting, Microsoft Word, Microsoft Office, Social Media, Phone Screening, Interviews, Reference Checking, Workday, SuccessFactors, SPSS, Correlation Analysis, Employee Engagement, Employee Surveys, PowerPoint
Education
The George Washington University 2011 — 2015
Bachelor of Arts, Organizational Sciences, Magna Cum Laude (3.65)
University of Haifa 2014 — 2014
Friends' Central School 2003 — 2011
Angela E. Uttaro Angela E. Uttaro's OppenheimerFunds Experience September 2002 - Present
Job VP at Oppenheimerfunds
Industry Investment Management
Experience
OppenheimerFunds September 2002 - Present
OppenheimerFunds 2002 - Present
Standard & Poor's 1985 - 1993
Skills
Series 7, Hedge Funds, Equity Research, Fixed Income, Portfolio Management, Credit Derivatives, Bonds, Alternative Investments, Credit Analysis, High Yield, Asset Allocation, Credit, Equities, Capital Markets, Series 63, Mutual Funds, Securities, Asset Management, Structured Finance, Investment Strategies, Investment Management, Bloomberg, Investment Banking, Investments, Investment Advisory, Financial Modeling, Valuation, Derivatives, Financial Analysis, Risk Management, Financial Services, Finance
Education
State University of New York at Buffalo - School of Management 1982 — 1983
MBA, Financial Planning and Control
St. John Fisher College 1977 — 1981
BS, Finance
Cardinal Mooney HS 1973 — 1977
HS
Holy Family Rochester, NY
OppenheimerFunds September 2002 - Present
OppenheimerFunds 2002 - Present
Standard & Poor's 1985 - 1993
Skills
Series 7, Hedge Funds, Equity Research, Fixed Income, Portfolio Management, Credit Derivatives, Bonds, Alternative Investments, Credit Analysis, High Yield, Asset Allocation, Credit, Equities, Capital Markets, Series 63, Mutual Funds, Securities, Asset Management, Structured Finance, Investment Strategies, Investment Management, Bloomberg, Investment Banking, Investments, Investment Advisory, Financial Modeling, Valuation, Derivatives, Financial Analysis, Risk Management, Financial Services, Finance
Education
State University of New York at Buffalo - School of Management 1982 — 1983
MBA, Financial Planning and Control
St. John Fisher College 1977 — 1981
BS, Finance
Cardinal Mooney HS 1973 — 1977
HS
Holy Family Rochester, NY
Connie Duran Connie Duran's OppenheimerFunds Experience August 1996 - September 2009
Job Account Coordinator at GreatWest Financial
Industry Accounting
Experience
Great-West Financial October 2012 - Present
Great West Life and Annuity June 2011 - October 2012
Corestaff June 2010 - June 2011
OppenheimerFunds August 1996 - September 2009
Marshalls Department Stores July 1983 - August 1996
Skills
Account Reconciliation, Banking, Microsoft Excel, Operations Management, Lotus Notes, Public Speaking, Employee Benefits, Time Management, Administration, Human Resources, Investments, Management, Customer Service, Leadership, Outlook
Education
Southwestern Assemblies of God University 1988 — 1989
none, biblical studies
Great-West Financial October 2012 - Present
Great West Life and Annuity June 2011 - October 2012
Corestaff June 2010 - June 2011
OppenheimerFunds August 1996 - September 2009
Marshalls Department Stores July 1983 - August 1996
Skills
Account Reconciliation, Banking, Microsoft Excel, Operations Management, Lotus Notes, Public Speaking, Employee Benefits, Time Management, Administration, Human Resources, Investments, Management, Customer Service, Leadership, Outlook
Education
Southwestern Assemblies of God University 1988 — 1989
none, biblical studies
Christine Ringleb, PhD, PMP Christine Ringleb, PhD, PMP's OppenheimerFunds Experience September 2007 - March 2009
Job Sr Business Systems Analyst
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
Heurisis, LLC February 2004 - May 2011
Wells Fargo with INT Technologies October 2009 - October 2010
Jeppesen with Compri Consulting and Istonish January 2007 - August 2009
OppenheimerFunds September 2007 - March 2009
Qwest Communications with CurrentConsulting August 2007 - September 2007
BoldTech Systems at Corporate Express September 2006 - December 2006
Westerra CU January 2006 - June 2006
Denver Water June 2004 - December 2005
Archstone-Smith March 2004 - June 2004
Skills
Requirements Analysis, Business Analysis, Business Intelligence, Project Management, IT Management, User Experience, Algorithm Design, Scrum, UML, RUP, OOAD, SDLC
Education
FINRA 2013 — 2013
Series 7 Certification
Project Management Institute 2003 — 2011
PMP, Project Management
Object Management Institute 2008 — 2008
UML 2.0 certiification, UML 2.0
University of Aberdeen 1972 — 1977
Doctor of Philosophy, Science, Ecology
The Goethe University Frankfurt 1967 — 1972
Diplom equivalent to B.S., Biology, Mathematics, Statistics
Charles Schwab November 2010 - Present
Heurisis, LLC February 2004 - May 2011
Wells Fargo with INT Technologies October 2009 - October 2010
Jeppesen with Compri Consulting and Istonish January 2007 - August 2009
OppenheimerFunds September 2007 - March 2009
Qwest Communications with CurrentConsulting August 2007 - September 2007
BoldTech Systems at Corporate Express September 2006 - December 2006
Westerra CU January 2006 - June 2006
Denver Water June 2004 - December 2005
Archstone-Smith March 2004 - June 2004
Skills
Requirements Analysis, Business Analysis, Business Intelligence, Project Management, IT Management, User Experience, Algorithm Design, Scrum, UML, RUP, OOAD, SDLC
Education
FINRA 2013 — 2013
Series 7 Certification
Project Management Institute 2003 — 2011
PMP, Project Management
Object Management Institute 2008 — 2008
UML 2.0 certiification, UML 2.0
University of Aberdeen 1972 — 1977
Doctor of Philosophy, Science, Ecology
The Goethe University Frankfurt 1967 — 1972
Diplom equivalent to B.S., Biology, Mathematics, Statistics
Brent West Brent West's OppenheimerFunds Experience February 2014 - February 2015
Job Software Engineer in Test at Intent Media Inc.
Industry Computer Software
Experience
Intent Media Inc. March 2015 - Present
OppenheimerFunds February 2014 - February 2015
OppenheimerFunds December 2009 - February 2014
ITG February 2006 - February 2010
Citigroup 2004 - 2006
BNP Paribas May 2003 - August 2003
Skills
Equities, Agile Methodologies, Visio, Unix, Fitnesse, Informatica, Scrum Master, Scrum, SDLC, Trading Systems, User Acceptance Testing, Test Planning, Requirements Gathering, Quality Assurance, Software Quality..., Business Analysis, Requirements Analysis, SQL
Education
Stevens Institute of Technology 2007 — 2009
MSIS, Information Management, Financial Services
Stevens Institute of Technology 1999 — 2004
Bachelors of Engineering, Computer Engineering
Intent Media Inc. March 2015 - Present
OppenheimerFunds February 2014 - February 2015
OppenheimerFunds December 2009 - February 2014
ITG February 2006 - February 2010
Citigroup 2004 - 2006
BNP Paribas May 2003 - August 2003
Skills
Equities, Agile Methodologies, Visio, Unix, Fitnesse, Informatica, Scrum Master, Scrum, SDLC, Trading Systems, User Acceptance Testing, Test Planning, Requirements Gathering, Quality Assurance, Software Quality..., Business Analysis, Requirements Analysis, SQL
Education
Stevens Institute of Technology 2007 — 2009
MSIS, Information Management, Financial Services
Stevens Institute of Technology 1999 — 2004
Bachelors of Engineering, Computer Engineering
Luis Miguel Ochoa Luis Miguel Ochoa's OppenheimerFunds Experience July 2014 - Present
Job Corporate Strategy
Industry Investment Management
Experience
OppenheimerFunds July 2014 - Present
Capital Capable Media LLC June 2011 - June 2014
Jefferies & Company March 2010 - May 2011
Deutsche Bank June 2008 - September 2009
Skills
Analytics, Business Case, Business Development, Business Intelligence, Business Planning, Business Process, Business Strategy, Business Transformation, Change Management, Client Development, Client Relationship..., Competitive Analysis, Consumer Insights, Content Strategy, Corporate Development, Cost Management, Cross-functional Team..., Customer Insight, Financial Modeling, Focus Groups, Ideation, Innovation Development, Innovation Management, Lateral Thinking, Market Development, Market Entry, Market Growth, Market Research, Marketing Strategy, New Business Development, Operating Models, Organizational Change, Organizational..., Portfolio Strategy, Program Management, Project Planning, Propagation Planning, Qualitative Research, Quantitative Analysis, Scenario Planning, Segmentation, Strategic Partnerships, Strategic Planning, Strategic Thinking, Strategy, Strategy Development, Team Leadership, Thought Leadership, Value Propositions
Education
Stanford University
Bachelor of Arts, Economics
Coursera
OppenheimerFunds July 2014 - Present
Capital Capable Media LLC June 2011 - June 2014
Jefferies & Company March 2010 - May 2011
Deutsche Bank June 2008 - September 2009
Skills
Analytics, Business Case, Business Development, Business Intelligence, Business Planning, Business Process, Business Strategy, Business Transformation, Change Management, Client Development, Client Relationship..., Competitive Analysis, Consumer Insights, Content Strategy, Corporate Development, Cost Management, Cross-functional Team..., Customer Insight, Financial Modeling, Focus Groups, Ideation, Innovation Development, Innovation Management, Lateral Thinking, Market Development, Market Entry, Market Growth, Market Research, Marketing Strategy, New Business Development, Operating Models, Organizational Change, Organizational..., Portfolio Strategy, Program Management, Project Planning, Propagation Planning, Qualitative Research, Quantitative Analysis, Scenario Planning, Segmentation, Strategic Partnerships, Strategic Planning, Strategic Thinking, Strategy, Strategy Development, Team Leadership, Thought Leadership, Value Propositions
Education
Stanford University
Bachelor of Arts, Economics
Coursera
Randi Siegel Randi Siegel's OppenheimerFunds Experience June 2015 - August 2015
Job Student at The George Washington University
Industry
Experience
CNN September 2015 - Present
OppenheimerFunds June 2015 - August 2015
Skills
Finance, Marketing, Art History, Microsoft Office, Microsoft Excel, SPSS, PowerPoint, Photoshop, Writing, Research, Social Media
Education
The George Washington University 2012 — 2016
Bachelor's Degree, Business Administration, Marketing, Art History
The American University of Paris 2015 — 2015
Business Administration and Art History
University of Westminster 2014 — 2014
Business Administration
Tenafly High School 2008 — 2012
CNN September 2015 - Present
OppenheimerFunds June 2015 - August 2015
Skills
Finance, Marketing, Art History, Microsoft Office, Microsoft Excel, SPSS, PowerPoint, Photoshop, Writing, Research, Social Media
Education
The George Washington University 2012 — 2016
Bachelor's Degree, Business Administration, Marketing, Art History
The American University of Paris 2015 — 2015
Business Administration and Art History
University of Westminster 2014 — 2014
Business Administration
Tenafly High School 2008 — 2012
Peter G. Kerr Peter G. Kerr's OppenheimerFunds Experience August 2013 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2013 - Present
Morgan Stanley September 2010 - July 2013
Ohio State University Football Team February 2008 - January 2010
Skills
Series 7, Series 3, Series 31, Equities, Microsoft Excel
Education
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Economics
OppenheimerFunds August 2013 - Present
Morgan Stanley September 2010 - July 2013
Ohio State University Football Team February 2008 - January 2010
Skills
Series 7, Series 3, Series 31, Equities, Microsoft Excel
Education
The Ohio State University 2005 — 2010
Bachelor of Arts (B.A.), Economics
John Davis's OppenheimerFunds Experience May 2010 - June 2011
Job SVP, Head of Retirement Marketing at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2014 - Present
56 Pine Street Condominium May 2006 - Present
J.M. Davis Consulting June 2014 - September 2014
UBS June 2013 - April 2014
Citi Personal Wealth Management June 2011 - June 2013
OppenheimerFunds May 2010 - June 2011
OppenheimerFunds February 2000 - May 2010
ABN AMRO Bank N.V. April 1998 - February 2000
South Carolina Federal Credit Union June 1996 - April 1998
Wells Fargo September 1993 - June 1996
Skills
Strategic Marketing, Strategy, Integrated Marketing, Digital Marketing, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Public Speaking, Product Management, Retirement, Retirement Planning, Defined Benefit, Defined Contribution, Public Relations, Online Advertising, Institutional..., DCIO, Financial Services, Web Analytics, IRAs, Business Management, Cross-functional Team..., Financial Advisory, Pensions, Management, Marketing, Leadership, Equities, CRM, Marketing Strategy, Social Media Marketing, Brand Development, FINRA Series 24, FINRA Series 7, FINRA Series 63, Series 63
Education
St. Olaf College 1986 — 1990
BA Economics, Business Management, Liberal Arts
BNY Mellon September 2014 - Present
56 Pine Street Condominium May 2006 - Present
J.M. Davis Consulting June 2014 - September 2014
UBS June 2013 - April 2014
Citi Personal Wealth Management June 2011 - June 2013
OppenheimerFunds May 2010 - June 2011
OppenheimerFunds February 2000 - May 2010
ABN AMRO Bank N.V. April 1998 - February 2000
South Carolina Federal Credit Union June 1996 - April 1998
Wells Fargo September 1993 - June 1996
Skills
Strategic Marketing, Strategy, Integrated Marketing, Digital Marketing, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Public Speaking, Product Management, Retirement, Retirement Planning, Defined Benefit, Defined Contribution, Public Relations, Online Advertising, Institutional..., DCIO, Financial Services, Web Analytics, IRAs, Business Management, Cross-functional Team..., Financial Advisory, Pensions, Management, Marketing, Leadership, Equities, CRM, Marketing Strategy, Social Media Marketing, Brand Development, FINRA Series 24, FINRA Series 7, FINRA Series 63, Series 63
Education
St. Olaf College 1986 — 1990
BA Economics, Business Management, Liberal Arts
Sergei Polevikov Sergei Polevikov's OppenheimerFunds Experience April 2004 - Present
Job AVP, Portfolio Manager and Sr Research Analyst at OppenheimerFunds
Industry Financial Services
Experience
Society of Quantitative Analysts (SQA) May 2013 - Present
OppenheimerFunds April 2004 - Present
Federal Reserve Bank of Dallas 1997 - 1999
Skills
CFA, Chartered Financial..., Hedge Funds, Portfolio Optimization, Bloomberg, Equities, Asset Allocation, Portfolio Management, Equity Research, Fixed Income, Derivatives, Alternative Investments, Investment Strategies, Mutual Funds, Investment Management, Capital Markets, Asset Managment, Investments, Options, Emerging Markets, Financial Modeling, Economics, Asset Management, Quantitative Analytics, Valuation, Equity Derivatives, Trading, Securities, Financial Markets, Quantitative Finance, Structured Products, Econometrics, Quantitative Investing, ETFs, Investment Banking, Risk Management, Market Risk, Equity Valuation, Bloomberg Terminal
Education
University of Rochester 2001 — 2004
MBA, Finance
University of Houston 1999 — 2001
MA, Economics
Southern Methodist University 1996 — 1997
MA, Applied Economics
Belarusian State University 1990 — 1996
PhD-equivalent, Applied Math
Society of Quantitative Analysts (SQA) May 2013 - Present
OppenheimerFunds April 2004 - Present
Federal Reserve Bank of Dallas 1997 - 1999
Skills
CFA, Chartered Financial..., Hedge Funds, Portfolio Optimization, Bloomberg, Equities, Asset Allocation, Portfolio Management, Equity Research, Fixed Income, Derivatives, Alternative Investments, Investment Strategies, Mutual Funds, Investment Management, Capital Markets, Asset Managment, Investments, Options, Emerging Markets, Financial Modeling, Economics, Asset Management, Quantitative Analytics, Valuation, Equity Derivatives, Trading, Securities, Financial Markets, Quantitative Finance, Structured Products, Econometrics, Quantitative Investing, ETFs, Investment Banking, Risk Management, Market Risk, Equity Valuation, Bloomberg Terminal
Education
University of Rochester 2001 — 2004
MBA, Finance
University of Houston 1999 — 2001
MA, Economics
Southern Methodist University 1996 — 1997
MA, Applied Economics
Belarusian State University 1990 — 1996
PhD-equivalent, Applied Math
Libby Myers's OppenheimerFunds Experience May 2015 - Present
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2015 - Present
UBS Wealth Management November 2014 - Present
Credit Suisse January 2014 - November 2014
Moody's Analytics July 2013 - January 2014
Moody's Analytics November 2011 - June 2013
Skills
Series 7, Sales Operations, Sales
Education
Southern Methodist University 2007 — 2011
Bachelor of Arts, Political Science
Staples High School 2004 — 2007
OppenheimerFunds May 2015 - Present
UBS Wealth Management November 2014 - Present
Credit Suisse January 2014 - November 2014
Moody's Analytics July 2013 - January 2014
Moody's Analytics November 2011 - June 2013
Skills
Series 7, Sales Operations, Sales
Education
Southern Methodist University 2007 — 2011
Bachelor of Arts, Political Science
Staples High School 2004 — 2007
John Lynch John Lynch's OppenheimerFunds Experience January 2000 - May 2006
Job Sales Executive at GrubHub
Industry Restaurants
Experience
GrubHub May 2015 - Present
Dining In LLC a Grubhub Company February 2012 - May 2015
Juice In The City March 2011 - February 2012
ReachLocal August 2010 - March 2011
Oppenheimerfunds January 2000 - May 2006
ADP January 1997 - January 2000
US Army January 1986 - January 1988
Skills
Sales Management, Selling, Lead Generation, Sales Presentations, Cold Calling, Salesforce.com, Account Management, Solution Selling, Online Marketing, B2B, New Business Development, Sales Process, Direct Sales, Advertising Sales, Social Media Marketing, Social Media, B2B Marketing, Direct Marketing, E-commerce, Promotions, Email Marketing, Key Account Management, Digital Marketing, Online Advertising, SEO, Small Business, Sales Operations, Contract Negotiations, Advertising, B2C, Negotiation, Marketing Strategy, Sales, Mobile Marketing, Coaching, Contract Negotiation, Business Planning, Management, Team Building, PPC, Mobile Devices, Marketing, Forecasting, Strategy, SEM, Facebook, Customer Acquisition, Strategic Partnerships, Strategic Planning, Start-ups
Education
Texas State University-San Marcos 1989 — 1992
BAAS, Education
The University of Texas at Austin 1989 — 1990
US Army 1986 — 1988
Army Achievement Medal, 76C10
GrubHub May 2015 - Present
Dining In LLC a Grubhub Company February 2012 - May 2015
Juice In The City March 2011 - February 2012
ReachLocal August 2010 - March 2011
Oppenheimerfunds January 2000 - May 2006
ADP January 1997 - January 2000
US Army January 1986 - January 1988
Skills
Sales Management, Selling, Lead Generation, Sales Presentations, Cold Calling, Salesforce.com, Account Management, Solution Selling, Online Marketing, B2B, New Business Development, Sales Process, Direct Sales, Advertising Sales, Social Media Marketing, Social Media, B2B Marketing, Direct Marketing, E-commerce, Promotions, Email Marketing, Key Account Management, Digital Marketing, Online Advertising, SEO, Small Business, Sales Operations, Contract Negotiations, Advertising, B2C, Negotiation, Marketing Strategy, Sales, Mobile Marketing, Coaching, Contract Negotiation, Business Planning, Management, Team Building, PPC, Mobile Devices, Marketing, Forecasting, Strategy, SEM, Facebook, Customer Acquisition, Strategic Partnerships, Strategic Planning, Start-ups
Education
Texas State University-San Marcos 1989 — 1992
BAAS, Education
The University of Texas at Austin 1989 — 1990
US Army 1986 — 1988
Army Achievement Medal, 76C10
Kristi Dittmann's OppenheimerFunds Experience February 1997 - February 2001
Job Web Developer, SEO and Web Design at W3Now
Industry Internet
Experience
W3Now Web Design, Inc. February 1999 - Present
OppenheimerFunds February 1997 - February 2001
Resources Trust Company May 1986 - April 1996
Skills
Web Development, PHP, JavaScript, ColdFusion, SEO, E-commerce, Web Design, Website Development, Web Applications, HTML5, CSS3, Social Networking, Web Marketing, Management, CSS, Small Business, HTML 5, Photoshop, WordPress, HTML, Email Marketing, Software Development, Entrepreneurship, Web 2.0, Web Analytics, User Experience, SEM, Google Analytics, Online Marketing
Education
Stephen F. Austin State University
Bachelor of Science Degree, Computer Science
W3Now Web Design, Inc. February 1999 - Present
OppenheimerFunds February 1997 - February 2001
Resources Trust Company May 1986 - April 1996
Skills
Web Development, PHP, JavaScript, ColdFusion, SEO, E-commerce, Web Design, Website Development, Web Applications, HTML5, CSS3, Social Networking, Web Marketing, Management, CSS, Small Business, HTML 5, Photoshop, WordPress, HTML, Email Marketing, Software Development, Entrepreneurship, Web 2.0, Web Analytics, User Experience, SEM, Google Analytics, Online Marketing
Education
Stephen F. Austin State University
Bachelor of Science Degree, Computer Science
Derek Newman Derek Newman's OppenheimerFunds Experience September 2010 - April 2013
Job Senior Regulatory Counsel at Motley Fool Wealth Management, LLC
Industry Law Practice
Experience
Motley Fool Wealth Management, LLC May 2015 - Present
US Securities and Exchange Commission May 2013 - April 2015
OppenheimerFunds September 2010 - April 2013
Dechert LLP December 2004 - August 2010
Clifford Chance US LLP 2001 - 2004
Skills
Corporate Law, Securities, Corporate Governance, Joint Ventures, Securities Regulation, Private Equity, Due Diligence, Capital Markets, Licensing, Legal Writing, Hedge Funds, Legal Research, Mergers & Acquisitions, Mutual Funds, Asset Management, Legal Advice
Education
Syracuse University 1998 — 2001
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Motley Fool Wealth Management, LLC May 2015 - Present
US Securities and Exchange Commission May 2013 - April 2015
OppenheimerFunds September 2010 - April 2013
Dechert LLP December 2004 - August 2010
Clifford Chance US LLP 2001 - 2004
Skills
Corporate Law, Securities, Corporate Governance, Joint Ventures, Securities Regulation, Private Equity, Due Diligence, Capital Markets, Licensing, Legal Writing, Hedge Funds, Legal Research, Mergers & Acquisitions, Mutual Funds, Asset Management, Legal Advice
Education
Syracuse University 1998 — 2001
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Eric Liberman CIMA's OppenheimerFunds Experience March 2004 - Present
Job Wholesaler NYC Wirehouses at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 2004 - Present
John Hancock Funds September 1993 - 2003
Education
Syracuse University 1989 — 1993
B.A. Economics, Economics & International Relations
OppenheimerFunds March 2004 - Present
John Hancock Funds September 1993 - 2003
Education
Syracuse University 1989 — 1993
B.A. Economics, Economics & International Relations
Jessica McClain's OppenheimerFunds Experience 1999 - 2001
Job RN at Veterans Health Administration
Industry Health, Wellness and Fitness
Experience
Veterans Health Administration Outpatient Clinic September 2013 - Present
Austin Regional Clinic April 2009 - September 2013
St. David's Medical Center June 2008 - September 2009
Southeast Missouri Hospital June 2007 - June 2008
Southeast Missouri State University August 2004 - December 2007
Townsend Retirement Specialists 2001 - 2003
OppenheimerFunds 1999 - 2001
OppenheimerFunds September 1996 - 1999
Atlanta Committee for The Olympic Games June 1995 - September 1996
Skills
Interpersonal Skills, Leadership, Public Relations, Fitness, Client Services, Account Management, Client Education, Product Marketing, Customer Service, Computer Proficiency, Sales, Health Promotion, Wellness, Health Education, Nutrition, Health, Presentations, Event Management, Hospitals, Nursing, Sports Enthusiast, Cpr Certified, Marketing, Promotion, Pediatrics, Emergency Nursing, Urgent Care, Marathon, Financial Analysis, Healthcare, Family Medicine, Treatment, Healthcare Management, Internal Medicine, Oncology Nursing, Oncology, Sponsorship, SharePoint, Microsoft Office, Cardiovascular Fitness, Strength Training, Personal Training, Indoor Cycling, group fitness
Education
Southeast Missouri State University 2010 — 2014
Bachelor of Science (B.S.N.), Nursing, 3.67 / 4.0 Cum Laude
Three Rivers Community College 2006 — 2007
AAS, Nursing, 3.75 / 4.0
University of Missouri-Columbia 1987 — 1991
BS, Natural Resource Recreation and Tourism
Veterans Health Administration Outpatient Clinic September 2013 - Present
Austin Regional Clinic April 2009 - September 2013
St. David's Medical Center June 2008 - September 2009
Southeast Missouri Hospital June 2007 - June 2008
Southeast Missouri State University August 2004 - December 2007
Townsend Retirement Specialists 2001 - 2003
OppenheimerFunds 1999 - 2001
OppenheimerFunds September 1996 - 1999
Atlanta Committee for The Olympic Games June 1995 - September 1996
Skills
Interpersonal Skills, Leadership, Public Relations, Fitness, Client Services, Account Management, Client Education, Product Marketing, Customer Service, Computer Proficiency, Sales, Health Promotion, Wellness, Health Education, Nutrition, Health, Presentations, Event Management, Hospitals, Nursing, Sports Enthusiast, Cpr Certified, Marketing, Promotion, Pediatrics, Emergency Nursing, Urgent Care, Marathon, Financial Analysis, Healthcare, Family Medicine, Treatment, Healthcare Management, Internal Medicine, Oncology Nursing, Oncology, Sponsorship, SharePoint, Microsoft Office, Cardiovascular Fitness, Strength Training, Personal Training, Indoor Cycling, group fitness
Education
Southeast Missouri State University 2010 — 2014
Bachelor of Science (B.S.N.), Nursing, 3.67 / 4.0 Cum Laude
Three Rivers Community College 2006 — 2007
AAS, Nursing, 3.75 / 4.0
University of Missouri-Columbia 1987 — 1991
BS, Natural Resource Recreation and Tourism
Lakeisha Edwards's OppenheimerFunds Experience March 2014 - Present
Job at
Industry Graphic Design
Experience
RBC July 2015 - Present
Link 9 August 2014 - Present
OppenheimerFunds March 2014 - Present
Draftfcb Healthcare October 2013 - January 2014
Overall Experience -- Various Companies (Investment Banking, Advertising, Medical Education, Marketi January 2000 - October 2013
Bessemer Trust April 2013 - July 2013
MAXIM LEGAL October 2012 - March 2013
Update Graphics April 2006 - January 2013
BMO Capital Markets November 2011 - July 2012
OMD Media Direction 2012 - 2012
Skills
PC, Apple Macintosh, MsOffice 2010, Adobe CS5, Illustrator, QuarkXPress, Advertising, Photoshop, Flash, Dreamweaver, Brochures, Video, Animation, HTML, Brand Management, Lotus Notes, Outlook, Art, Web Site Production, Microsoft Office, Illustration, Graphics, Logo Design, Adobe Creative Suite, InDesign, Mac, Adobe Acrobat, Email Marketing, Storyboarding, PowerPoint, Layout, Business Cards, Newsletters, Graphic Design, Art Direction, Posters, Multimedia, Typography, Corporate Identity, Web Design, Banners, Image Manipulation, Corporate Branding, Visual Communication, Flyers, Creative Direction
Education
SUNY 2005 — 2006
Certificate of Completion, Web Publishing/Design
New School University 2004 — 2004
None, Adobe CS
New Bern Senior High 1985 — 1987
Diploma, Recommend Studies
RBC July 2015 - Present
Link 9 August 2014 - Present
OppenheimerFunds March 2014 - Present
Draftfcb Healthcare October 2013 - January 2014
Overall Experience -- Various Companies (Investment Banking, Advertising, Medical Education, Marketi January 2000 - October 2013
Bessemer Trust April 2013 - July 2013
MAXIM LEGAL October 2012 - March 2013
Update Graphics April 2006 - January 2013
BMO Capital Markets November 2011 - July 2012
OMD Media Direction 2012 - 2012
Skills
PC, Apple Macintosh, MsOffice 2010, Adobe CS5, Illustrator, QuarkXPress, Advertising, Photoshop, Flash, Dreamweaver, Brochures, Video, Animation, HTML, Brand Management, Lotus Notes, Outlook, Art, Web Site Production, Microsoft Office, Illustration, Graphics, Logo Design, Adobe Creative Suite, InDesign, Mac, Adobe Acrobat, Email Marketing, Storyboarding, PowerPoint, Layout, Business Cards, Newsletters, Graphic Design, Art Direction, Posters, Multimedia, Typography, Corporate Identity, Web Design, Banners, Image Manipulation, Corporate Branding, Visual Communication, Flyers, Creative Direction
Education
SUNY 2005 — 2006
Certificate of Completion, Web Publishing/Design
New School University 2004 — 2004
None, Adobe CS
New Bern Senior High 1985 — 1987
Diploma, Recommend Studies
Laila Hebert Laila Hebert's OppenheimerFunds Experience 1998 - 2006
Job Manager of Employee Services at PCL Construction
Industry Construction
Experience
PCL Construction February 2013 - Present
American Residential Communities August 2010 - January 2013
Fiserv ISS 2006 - August 2010
OppenheimerFunds 1998 - 2006
Skills
Benefits Administration, Employee Relations, Onboarding, Performance Management, Succession Planning, Recruiting, Management, Team Building, Employee Benefits
Education
Syracuse University 1995 — 1996
MA, Journalism
Washington State University 1991 — 1995
Bachelor of Arts, Advertising
PCL Construction February 2013 - Present
American Residential Communities August 2010 - January 2013
Fiserv ISS 2006 - August 2010
OppenheimerFunds 1998 - 2006
Skills
Benefits Administration, Employee Relations, Onboarding, Performance Management, Succession Planning, Recruiting, Management, Team Building, Employee Benefits
Education
Syracuse University 1995 — 1996
MA, Journalism
Washington State University 1991 — 1995
Bachelor of Arts, Advertising
Jeffrey Portnoy's OppenheimerFunds Experience 2000 - 2011
Job Senior Presentation Specialist, Broadridge Financial Services
Industry Media Production
Experience
Broadridge November 2011 - Present
OppenheimerFunds 2000 - 2011
Skills
Illustrator, Graphic Design, Newsletters, Mac, Photoshop, Adobe Acrobat, PowerPoint, Creative Direction, Social Media, Microsoft Excel, Graphics, Advertising, Adobe Creative Suite, Art Direction, InDesign, Multimedia, QuarkXPress, Management, Flash, Dreamweaver, Corporate Branding, Email Marketing, Content Management, Logo Design, Brand Development, Direct Mail, Copywriting
Education
State University of New York at New Paltz
Bachelor of Arts
Broadridge November 2011 - Present
OppenheimerFunds 2000 - 2011
Skills
Illustrator, Graphic Design, Newsletters, Mac, Photoshop, Adobe Acrobat, PowerPoint, Creative Direction, Social Media, Microsoft Excel, Graphics, Advertising, Adobe Creative Suite, Art Direction, InDesign, Multimedia, QuarkXPress, Management, Flash, Dreamweaver, Corporate Branding, Email Marketing, Content Management, Logo Design, Brand Development, Direct Mail, Copywriting
Education
State University of New York at New Paltz
Bachelor of Arts
Matt Trimble, CAIA's OppenheimerFunds Experience May 2014 - Present
Job RIA Consultant: Northeast & MidAtlantic
Industry Financial Services
Experience
OppenheimerFunds May 2014 - Present
OppenheimerFunds July 2011 - May 2014
The Hartford Mutual Funds November 2010 - July 2011
The Hartford September 2009 - November 2010
Skills
Mutual Funds, Municipal Bonds, Fixed Income, Equities, Asset Allocation, Investments, Series 7, Series 63, Series 6, Securities, Alternative Investments, Sales, Retirement Planning, Separately Managed..., 401k, Financial Services
Education
Susquehanna University 2005 — 2009
Bachelors of Science, Marketing & Spanish
Archmere Academy 2001 — 2005
OppenheimerFunds May 2014 - Present
OppenheimerFunds July 2011 - May 2014
The Hartford Mutual Funds November 2010 - July 2011
The Hartford September 2009 - November 2010
Skills
Mutual Funds, Municipal Bonds, Fixed Income, Equities, Asset Allocation, Investments, Series 7, Series 63, Series 6, Securities, Alternative Investments, Sales, Retirement Planning, Separately Managed..., 401k, Financial Services
Education
Susquehanna University 2005 — 2009
Bachelors of Science, Marketing & Spanish
Archmere Academy 2001 — 2005
Stan Kutler Stan Kutler's OppenheimerFunds Experience 2014 - Present
Job Product Development and Strategy at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2014 - Present
Prudential Financial 2008 - 2013
Merrill Lynch 2006 - 2008
The BISYS Group / InvestorForce January 2006 - December 2006
Prudential Financial January 2004 - December 2006
SEI Investments 1989 - 2002
Skills
Series 7, Separately Managed..., Mutual Funds, Product Development, Alternative Investments, ETFs, Series 24, Wealth Management, Product Management, Securities, Financial Services, Management, Asset Allocation, Asset Management, Series 63, Hedge Funds, FINRA, Fixed Income, Investment Advisory
Education
Temple University - Fox School of Business and Management
BBA, Finance
Widener University
MBA, Finance
OppenheimerFunds 2014 - Present
Prudential Financial 2008 - 2013
Merrill Lynch 2006 - 2008
The BISYS Group / InvestorForce January 2006 - December 2006
Prudential Financial January 2004 - December 2006
SEI Investments 1989 - 2002
Skills
Series 7, Separately Managed..., Mutual Funds, Product Development, Alternative Investments, ETFs, Series 24, Wealth Management, Product Management, Securities, Financial Services, Management, Asset Allocation, Asset Management, Series 63, Hedge Funds, FINRA, Fixed Income, Investment Advisory
Education
Temple University - Fox School of Business and Management
BBA, Finance
Widener University
MBA, Finance
Devon Barker Devon Barker's OppenheimerFunds Experience May 2014 - Present
Job Consultant to Advisors in TN/AL/FL offering recommendations on asset allocation and business building strategies
Industry Financial Services
Experience
OppenheimerFunds May 2014 - Present
Jackson October 2011 - March 2014
United States Senate August 2010 - November 2010
United States Senate May 2010 - August 2010
Foreign Policy Magazine January 2008 - May 2008
Skills
Public Speaking, Research, Politics, Event Planning, Recruiting, Microsoft Office, PowerPoint, Fundraising, Microsoft Excel, Public Relations, Microsoft Word, Management, Strategic Planning, Investments, Leadership, Marketing, Insurance, Social Networking, Mutual Funds, Financial Services
Education
University of Colorado Boulder 2004 — 2009
BA, POLISCI
Syracuse University 2008 — 2008
Study Abroad
Missouri Military Academy 2000 — 2004
OppenheimerFunds May 2014 - Present
Jackson October 2011 - March 2014
United States Senate August 2010 - November 2010
United States Senate May 2010 - August 2010
Foreign Policy Magazine January 2008 - May 2008
Skills
Public Speaking, Research, Politics, Event Planning, Recruiting, Microsoft Office, PowerPoint, Fundraising, Microsoft Excel, Public Relations, Microsoft Word, Management, Strategic Planning, Investments, Leadership, Marketing, Insurance, Social Networking, Mutual Funds, Financial Services
Education
University of Colorado Boulder 2004 — 2009
BA, POLISCI
Syracuse University 2008 — 2008
Study Abroad
Missouri Military Academy 2000 — 2004
Howard Crockett III, CMFC, CLTC Howard Crockett III, CMFC, CLTC's OppenheimerFunds Experience 2003 - 2007
Job Regional VP Sales at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
Jack Glazebrook's OppenheimerFunds Experience June 2006 - May 2008
Job Director, Senior Sales at S&P Capital IQ (McGraw Hill)
Industry Financial Services
Experience
McGraw-Hill - S&P Capital IQ April 2011 - Present
Bloomberg May 2010 - April 2011
FTSE Group May 2008 - May 2010
OppenheimerFunds June 2006 - May 2008
Skills
Bloomberg, Capital Markets, Financial Markets, Market Data, Fixed Income, Reference Data, Equities, Account Management, Electronic Trading, Financial Services, Trading, Securities, Derivatives, Investments, Management, Strategy, Portfolio Management
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Arts in Organizational and Interpersonal Communication Theory, Communication and Media Studies
State University of New York College at Geneseo 2002 — 2006
Business Administration and Management, Minor Degree
McGraw-Hill - S&P Capital IQ April 2011 - Present
Bloomberg May 2010 - April 2011
FTSE Group May 2008 - May 2010
OppenheimerFunds June 2006 - May 2008
Skills
Bloomberg, Capital Markets, Financial Markets, Market Data, Fixed Income, Reference Data, Equities, Account Management, Electronic Trading, Financial Services, Trading, Securities, Derivatives, Investments, Management, Strategy, Portfolio Management
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Arts in Organizational and Interpersonal Communication Theory, Communication and Media Studies
State University of New York College at Geneseo 2002 — 2006
Business Administration and Management, Minor Degree
Marci Rossell Marci Rossell's OppenheimerFunds Experience 1999 - 2001
Job The Economista
Industry Financial Services
Experience
Delphin Investments 2011 - Present
DePaul University 2005 - 2008
CNBC 2001 - 2002
OppenheimerFunds 1999 - 2001
Deloitte 1999 - 1999
Federal Reserve Bank of Dallas 1996 - 1999
Education
Southern Methodist University
Doctor of Philosophy (PhD), Economics
Southern Methodist University
Bachelor of Science (BS), Economics
Delphin Investments 2011 - Present
DePaul University 2005 - 2008
CNBC 2001 - 2002
OppenheimerFunds 1999 - 2001
Deloitte 1999 - 1999
Federal Reserve Bank of Dallas 1996 - 1999
Education
Southern Methodist University
Doctor of Philosophy (PhD), Economics
Southern Methodist University
Bachelor of Science (BS), Economics
Rocco Benedetto Rocco Benedetto's OppenheimerFunds Experience March 1997 - Present
Job SVP, Head of Broker/Dealer Channel at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 1997 - Present
Skills
Investments, Sales, Wealth Management, Asset Management, Series 7, Asset Managment, Alternative Investments, Financial Services, Mutual Funds, Series 63, Series 24, Equities, Fixed Income, Separately Managed..., Asset Allocation, Financial Modeling, Securities, Capital Markets, Hedge Funds, Vendor Management, Portfolio Management, Business Strategy, Retirement Planning
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Saint John's University - Peter J. Tobin College of Business
Bachelor's Degree, Finance
OppenheimerFunds March 1997 - Present
Skills
Investments, Sales, Wealth Management, Asset Management, Series 7, Asset Managment, Alternative Investments, Financial Services, Mutual Funds, Series 63, Series 24, Equities, Fixed Income, Separately Managed..., Asset Allocation, Financial Modeling, Securities, Capital Markets, Hedge Funds, Vendor Management, Portfolio Management, Business Strategy, Retirement Planning
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Saint John's University - Peter J. Tobin College of Business
Bachelor's Degree, Finance
Krystian Krol Krystian Krol's OppenheimerFunds Experience June 2010 - August 2010
Job Analyst
Industry Financial Services
Experience
JPMorgan Chase August 2011 - February 2012
OppenheimerFunds June 2010 - August 2010
Restoration Partners June 2009 - July 2009
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS in Finance, BS in Entrepreneurship and Emerging Enterprises, 3.3
JPMorgan Chase August 2011 - February 2012
OppenheimerFunds June 2010 - August 2010
Restoration Partners June 2009 - July 2009
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS in Finance, BS in Entrepreneurship and Emerging Enterprises, 3.3
Matt Kasa Matt Kasa's OppenheimerFunds Experience May 2004 - March 2008
Job Vice President, DCIO Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments May 2015 - Present
Franklin Templeton Investments February 2012 - May 2015
Legg Mason March 2008 - February 2012
OppenheimerFunds May 2004 - March 2008
Skills
Leadership, Series 63, 401k, Series 6, Mutual Funds, Series 7, CRPS
Education
State University of New York College at Oneonta
B/S, Business Economics
American Century Investments May 2015 - Present
Franklin Templeton Investments February 2012 - May 2015
Legg Mason March 2008 - February 2012
OppenheimerFunds May 2004 - March 2008
Skills
Leadership, Series 63, 401k, Series 6, Mutual Funds, Series 7, CRPS
Education
State University of New York College at Oneonta
B/S, Business Economics
Juliet Frerking Juliet Frerking's OppenheimerFunds Experience September 2010 - November 2011
Job Director of Sales at Sherpaa Health, Inc.
Industry Financial Services
Experience
Sherpaa, Inc. 2012 - Present
CraftCoffee 2012 - 2012
OppenheimerFunds September 2010 - November 2011
OppenheimerFunds September 2008 - September 2010
Fulbright Foundation 2006 - 2008
American University in Cairo August 2005 - June 2006
Senator Joseph Lieberman (D-CT) August 2003 - December 2003
Skills
Leadership, Public Speaking, Research, Market Research, Investments, Sales, Strategy, Entrepreneurship, Start-ups, Marketing Strategy, Business Development, Marketing, Strategic Planning
Education
Stanford University 2001 — 2005
B.A., International Relations & Arabic
St. Stephen's Episcopal School 1997 — 2001
High School Diploma - with Honors
Sherpaa, Inc. 2012 - Present
CraftCoffee 2012 - 2012
OppenheimerFunds September 2010 - November 2011
OppenheimerFunds September 2008 - September 2010
Fulbright Foundation 2006 - 2008
American University in Cairo August 2005 - June 2006
Senator Joseph Lieberman (D-CT) August 2003 - December 2003
Skills
Leadership, Public Speaking, Research, Market Research, Investments, Sales, Strategy, Entrepreneurship, Start-ups, Marketing Strategy, Business Development, Marketing, Strategic Planning
Education
Stanford University 2001 — 2005
B.A., International Relations & Arabic
St. Stephen's Episcopal School 1997 — 2001
High School Diploma - with Honors
Wendy Ehrlich CRPC® Wendy Ehrlich CRPC®'s OppenheimerFunds Experience April 1991 - Present
Job Regional Vice President, OppenheimerFunds, Long Island, NY
Industry Financial Services
Experience
OppenheimerFunds April 1991 - Present
OppenheimerFunds August 1987 - April 1991
Gruntal & Company June 1985 - August 1987
EF Hutton February 1982 - June 1985
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Series 24, Asset Allocation, Series 6, Strategic Financial..., Retirement, Investments, Financial Services, Asset Managment, 401k, Investment Management, Financial Advisory, Asset Management, Retirement Planning, Alternative Investments, Investment Advisory, FINRA, Wealth Management, Relationship Management, Securities, Leadership, Fixed Annuities, Investment Strategies, Series 65, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
Finance; Marketing
University of Michigan - Stephen M. Ross School of Business 1981 — 1982
Finance; Marketing
State University of New York at Buffalo - School of Management 1977 — 1981
B.S., Finance; Accounting
OppenheimerFunds April 1991 - Present
OppenheimerFunds August 1987 - April 1991
Gruntal & Company June 1985 - August 1987
EF Hutton February 1982 - June 1985
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Series 24, Asset Allocation, Series 6, Strategic Financial..., Retirement, Investments, Financial Services, Asset Managment, 401k, Investment Management, Financial Advisory, Asset Management, Retirement Planning, Alternative Investments, Investment Advisory, FINRA, Wealth Management, Relationship Management, Securities, Leadership, Fixed Annuities, Investment Strategies, Series 65, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
Finance; Marketing
University of Michigan - Stephen M. Ross School of Business 1981 — 1982
Finance; Marketing
State University of New York at Buffalo - School of Management 1977 — 1981
B.S., Finance; Accounting
Dorothy Hirshman Dorothy Hirshman's OppenheimerFunds Experience December 1984 - March 2011
Job VP, Director of Print Production at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 1984 - March 2011
Chemical Bank December 1979 - November 1984
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
University of Cincinnati 1973 — 1975
MFA, Painting
Syracuse University 1968 — 1972
BFA, Art Education
Southside High School, Rockville Centre, NY 1965 — 1968
OppenheimerFunds December 1984 - March 2011
Chemical Bank December 1979 - November 1984
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
University of Cincinnati 1973 — 1975
MFA, Painting
Syracuse University 1968 — 1972
BFA, Art Education
Southside High School, Rockville Centre, NY 1965 — 1968
Lauren (Reber) Russo's OppenheimerFunds Experience 2000 - 2003
Job IT Professional with over 15 years experience
Industry Information Technology and Services
Experience
Consumer Insights, Inc. 2008 - 2015
Consumer Insights 2004 - 2008
OppenheimerFunds 2000 - 2003
Moore Interactive 2000 - 2000
Patient InfoSystems 1995 - 2000
ExecuTrain 1994 - 1995
Consumer Insights 1989 - 1994
Skills
Strategic Planning, Project Management, Networking, Customer Service, Account Management, Technical Support, Windows Server, Windows 7, Graphic Design, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Disaster Recovery, Cloud Computing, Web Applications, Data Analysis, SPSS, Marketing Communications, Troubleshooting, Management, Servers, Databases, Process Improvement, Microsoft SQL Server
Education
State University of New York at Delhi 1984 — 1986
Technical and Administrative
Consumer Insights, Inc. 2008 - 2015
Consumer Insights 2004 - 2008
OppenheimerFunds 2000 - 2003
Moore Interactive 2000 - 2000
Patient InfoSystems 1995 - 2000
ExecuTrain 1994 - 1995
Consumer Insights 1989 - 1994
Skills
Strategic Planning, Project Management, Networking, Customer Service, Account Management, Technical Support, Windows Server, Windows 7, Graphic Design, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Disaster Recovery, Cloud Computing, Web Applications, Data Analysis, SPSS, Marketing Communications, Troubleshooting, Management, Servers, Databases, Process Improvement, Microsoft SQL Server
Education
State University of New York at Delhi 1984 — 1986
Technical and Administrative
Rebecca Barnes Wekesser Rebecca Barnes Wekesser's OppenheimerFunds Experience May 2006 - April 2007
Job Manager, Workforce Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Comcast June 2012 - July 2015
T-Mobile April 2008 - June 2012
OppenheimerFunds May 2006 - April 2007
OppenheimerFunds January 2004 - May 2006
OppenheimerFunds October 2001 - January 2004
OppenheimerFunds August 2000 - October 2001
FirstBank July 1997 - July 1998
Skills
Outstanding Customer..., Talent Development, Talent Acquisition, Workforce Management, Leadership Development, Performance Metrics, Budget Management, Benchmarking, Succession Planning, Talent Management, Performance Management, Workforce Planning, Coaching, Change Management, Onboarding, Talent Assessment, Interviewing, Hiring, Mentoring, Team Building, Personal Development, Call Center, Customer Service, Recruiting, Project Management, Organizational..., Customer Experience, Management, Call Centers, Team Leadership, Interviews, Leadership, Budgets, Customer Satisfaction, Project Planning, Time Management, Process Improvement, Operations Management
Education
Taylor University 1993 — 1997
BA, History
Charles Schwab July 2015 - Present
Comcast June 2012 - July 2015
T-Mobile April 2008 - June 2012
OppenheimerFunds May 2006 - April 2007
OppenheimerFunds January 2004 - May 2006
OppenheimerFunds October 2001 - January 2004
OppenheimerFunds August 2000 - October 2001
FirstBank July 1997 - July 1998
Skills
Outstanding Customer..., Talent Development, Talent Acquisition, Workforce Management, Leadership Development, Performance Metrics, Budget Management, Benchmarking, Succession Planning, Talent Management, Performance Management, Workforce Planning, Coaching, Change Management, Onboarding, Talent Assessment, Interviewing, Hiring, Mentoring, Team Building, Personal Development, Call Center, Customer Service, Recruiting, Project Management, Organizational..., Customer Experience, Management, Call Centers, Team Leadership, Interviews, Leadership, Budgets, Customer Satisfaction, Project Planning, Time Management, Process Improvement, Operations Management
Education
Taylor University 1993 — 1997
BA, History
Tyler Hart, CLU, ChFC, CRPC, MSFS's OppenheimerFunds Experience 2006 - 2014
Job Chief of Staff at Colorado Republican Committee
Industry Political Organization
Experience
Colorado Republican Committee 2015 - Present
The Way Church 2001 - Present
Moody Capital Solutions, Inc 2014 - 2015
OppenheimerFunds 2006 - 2014
Leadership Program of the Rockies 2011 - 2013
Junior Achievement of Rocky Mountain, Inc. 2008 - 2013
Toastmasters 2001 - 2013
Buntport Theater 2008 - 2008
Transamerica Capital Inc. 2004 - 2006
Nationwide 2004 - 2004
Skills
Strategy, Public Speaking, Management, Fundraising, Leadership, Sales, CRM, Investments, Mutual Funds, Recruiting, Leadership Development, Business Planning, Finance, Social Media, Training, Strategic Planning, Financial Services, Selling, Analysis, Financial Advisory, Interviews, Public Relations, Research, Time Management, Networking, Executive Search, Profit, Insurance, Consulting, Employee Benefits, Access, Budgets, Asset Management, Program Management, Public Policy, Politics, Project Management, Analytics, Social Networking, Retirement, Philanthropy, Initiator, Policy Analysis, Retirement Planning, Sales Operations, Creativity, Financial Guidance, Event Planning, Talent Management, Private Equity
Education
The American College
MS, Financial Services
The Ohio State University
BA, English
Colorado Republican Committee 2015 - Present
The Way Church 2001 - Present
Moody Capital Solutions, Inc 2014 - 2015
OppenheimerFunds 2006 - 2014
Leadership Program of the Rockies 2011 - 2013
Junior Achievement of Rocky Mountain, Inc. 2008 - 2013
Toastmasters 2001 - 2013
Buntport Theater 2008 - 2008
Transamerica Capital Inc. 2004 - 2006
Nationwide 2004 - 2004
Skills
Strategy, Public Speaking, Management, Fundraising, Leadership, Sales, CRM, Investments, Mutual Funds, Recruiting, Leadership Development, Business Planning, Finance, Social Media, Training, Strategic Planning, Financial Services, Selling, Analysis, Financial Advisory, Interviews, Public Relations, Research, Time Management, Networking, Executive Search, Profit, Insurance, Consulting, Employee Benefits, Access, Budgets, Asset Management, Program Management, Public Policy, Politics, Project Management, Analytics, Social Networking, Retirement, Philanthropy, Initiator, Policy Analysis, Retirement Planning, Sales Operations, Creativity, Financial Guidance, Event Planning, Talent Management, Private Equity
Education
The American College
MS, Financial Services
The Ohio State University
BA, English
Charles Bradley's OppenheimerFunds Experience April 2010 - October 2010
Job Seeking Agile/Scrum Coaching contract in Denver area
Industry Computer Software
Experience
Scrum.org October 2012 - Present
AgileSoftwareTraining.com June 2009 - Present
Denver A&M Club June 2006 - Present
The Association of Former Students 2009 - 2012
OppenheimerFunds April 2010 - October 2010
Idea Integration December 2009 - March 2010
Overstock.com May 2008 - October 2008
Boeing (Formerly Jeppesen) April 2007 - July 2007
Denver A&M Club June 2005 - June 2006
Denver Java Users Group May 1998 - May 2000
Skills
Scrum, Agile Methodologies, Agile Project Management, Software Development, Java, Test Driven Development, Scrum Trainer, Certified Scrum Master..., Coaching, SDLC, Mentoring, Team Leadership, Software Project..., Scrum Coaching, Design Patterns, User Stories, Business Analysis, Public Speaking, Spring, Java Enterprise Edition, REST, E-commerce, C#, Web Services, Agile, .NET, Thought Leadership, Hibernate, Oracle, Object Oriented Design, Change Agent, Certified Scrum..., Professional Scrum..., Agile Coaching, Maven, XML, JUnit, Enterprise Architecture, Test Automation, Seminar Speaker, Technical Leadership, AJAX, JBoss Application Server, UML, Ant, SOA, Weblogic, J2EE, Software ROI Metrics, Evidence Based...
Education
Texas A&M University 1989 — 1994
B.S.
Plano Senior High School 1986 — 1989
CALM Beta
Scrum.org October 2012 - Present
AgileSoftwareTraining.com June 2009 - Present
Denver A&M Club June 2006 - Present
The Association of Former Students 2009 - 2012
OppenheimerFunds April 2010 - October 2010
Idea Integration December 2009 - March 2010
Overstock.com May 2008 - October 2008
Boeing (Formerly Jeppesen) April 2007 - July 2007
Denver A&M Club June 2005 - June 2006
Denver Java Users Group May 1998 - May 2000
Skills
Scrum, Agile Methodologies, Agile Project Management, Software Development, Java, Test Driven Development, Scrum Trainer, Certified Scrum Master..., Coaching, SDLC, Mentoring, Team Leadership, Software Project..., Scrum Coaching, Design Patterns, User Stories, Business Analysis, Public Speaking, Spring, Java Enterprise Edition, REST, E-commerce, C#, Web Services, Agile, .NET, Thought Leadership, Hibernate, Oracle, Object Oriented Design, Change Agent, Certified Scrum..., Professional Scrum..., Agile Coaching, Maven, XML, JUnit, Enterprise Architecture, Test Automation, Seminar Speaker, Technical Leadership, AJAX, JBoss Application Server, UML, Ant, SOA, Weblogic, J2EE, Software ROI Metrics, Evidence Based...
Education
Texas A&M University 1989 — 1994
B.S.
Plano Senior High School 1986 — 1989
CALM Beta
Seffi Bejarano's OppenheimerFunds Experience December 2006 - February 2012
Job VP, Project Management at Broadridge
Industry Financial Services
Experience
Broadridge August 2015 - Present
NBCUniversal, Inc. February 2012 - August 2015
OppenheimerFunds December 2006 - February 2012
Helios & Matheson (TACT) January 2005 - December 2006
Xtivia January 2003 - December 2004
Xtivia (Net Quotient) December 1999 - December 2002
Matrix (Applicom) September 1996 - November 1999
Ness (Tekem) November 1994 - August 1996
IDF November 1988 - October 1994
Skills
Program Management, Business Analysis, Management, Agile Methodologies, CRM, Business Intelligence, Software Development, PMP, PMO, Project Management, Data Warehousing, SDLC, Strategic Planning, Project Portfolio..., Consulting, Integration, Leadership, Customer Service, Enterprise Architecture, Master Data Management, Software Project..., Requirements Analysis, Management Consulting, Vendor Management, IT Strategy, Financial Services, Cloud Computing, Portfolio Management, Customer Relations, Application Development, Continuous Improvement, Continuous Integration, DevOps, Lean Software..., Open Source Software, SQL, Agile Project Management, Enterprise Software, Strategy, Mobile Devices, Databases, Professional Services, Oracle, Quality Assurance, Product Management, SaaS, E-commerce, Project Delivery, Team Leadership, Process Improvement
Education
Tel-Aviv University 1994 — 1999
B.A., Political Science
MAMRAM, IDF School of Software Engineering 1989 — 1989
Software Developer, Software Development
Broadridge August 2015 - Present
NBCUniversal, Inc. February 2012 - August 2015
OppenheimerFunds December 2006 - February 2012
Helios & Matheson (TACT) January 2005 - December 2006
Xtivia January 2003 - December 2004
Xtivia (Net Quotient) December 1999 - December 2002
Matrix (Applicom) September 1996 - November 1999
Ness (Tekem) November 1994 - August 1996
IDF November 1988 - October 1994
Skills
Program Management, Business Analysis, Management, Agile Methodologies, CRM, Business Intelligence, Software Development, PMP, PMO, Project Management, Data Warehousing, SDLC, Strategic Planning, Project Portfolio..., Consulting, Integration, Leadership, Customer Service, Enterprise Architecture, Master Data Management, Software Project..., Requirements Analysis, Management Consulting, Vendor Management, IT Strategy, Financial Services, Cloud Computing, Portfolio Management, Customer Relations, Application Development, Continuous Improvement, Continuous Integration, DevOps, Lean Software..., Open Source Software, SQL, Agile Project Management, Enterprise Software, Strategy, Mobile Devices, Databases, Professional Services, Oracle, Quality Assurance, Product Management, SaaS, E-commerce, Project Delivery, Team Leadership, Process Improvement
Education
Tel-Aviv University 1994 — 1999
B.A., Political Science
MAMRAM, IDF School of Software Engineering 1989 — 1989
Software Developer, Software Development
Ben Chun's OppenheimerFunds Experience August 2000 - April 2003
Job IT pro with over 10 years of performance based (Direct Reponse) media agency experience.
Industry Internet
Experience
Media Assembly July 2003 - Present
OppenheimerFunds August 2000 - April 2003
ASCAP 1999 - 2000
American Express 1997 - 1999
Skills
SEO, MySQL, Online Advertising, Agile Methodologies, Mobile Applications, Digital Marketing, SEM, JavaScript, PHP, Linux, jQuery, Analytics, Product Management, E-commerce, Web Analytics, HTML, Team Management, XML, Email Marketing, Microsoft SQL Server, SQL, Digital Strategy, Apache
Education
State University of New York at Stony Brook 1990 — 1994
Bachelor's degree, Computer Science and Applied Mathematics
Media Assembly July 2003 - Present
OppenheimerFunds August 2000 - April 2003
ASCAP 1999 - 2000
American Express 1997 - 1999
Skills
SEO, MySQL, Online Advertising, Agile Methodologies, Mobile Applications, Digital Marketing, SEM, JavaScript, PHP, Linux, jQuery, Analytics, Product Management, E-commerce, Web Analytics, HTML, Team Management, XML, Email Marketing, Microsoft SQL Server, SQL, Digital Strategy, Apache
Education
State University of New York at Stony Brook 1990 — 1994
Bachelor's degree, Computer Science and Applied Mathematics
Heath Borders, CFA's OppenheimerFunds Experience September 2010 - Present
Job Assistant Vice President Analyst Relationship Manager at OppenheimerFunds
Industry Financial Services
Marco Spinar's OppenheimerFunds Experience April 2002 - February 2009
Job Associate Portfolio Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2009 - Present
OppenheimerFunds April 2002 - February 2009
Time Warner Book Group 1997 - 2001
Education
Stanford University 1995 — 1997
University of Michigan
Neuberger Berman February 2009 - Present
OppenheimerFunds April 2002 - February 2009
Time Warner Book Group 1997 - 2001
Education
Stanford University 1995 — 1997
University of Michigan
Steven J. Snyder's OppenheimerFunds Experience July 2006 - March 2011
Job Head of US Institutional Sales Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US June 2011 - Present
OFI Institutional Asset Management July 2006 - March 2011
OppenheimerFunds July 2006 - March 2011
Babson Capital Management 2004 - 2006
Eaton Vance 1999 - 2000
Skills
Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Advisory
Education
Saint Lawrence University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Columbia Threadneedle Investments, US June 2011 - Present
OFI Institutional Asset Management July 2006 - March 2011
OppenheimerFunds July 2006 - March 2011
Babson Capital Management 2004 - 2006
Eaton Vance 1999 - 2000
Skills
Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Advisory
Education
Saint Lawrence University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Richard Knott's OppenheimerFunds Experience 1999 - 2010
Job Managing Director, Head of US Asset Management at SEI
Industry Financial Services
Experience
SEI June 2013 - Present
SFG Alternatives June 2011 - June 2013
Richard Knott February 2010 - June 2011
OppenheimerFunds 1999 - 2010
Prudential Financial 1989 - 1999
United States Postal Service October 1979 - June 1989
Education
Temple University 1990 — 1993
Fox School of Business, Accounting, Finance, Magna Cum Laude
Strategic Coach
Program - Six Years, Entrepreneurship/Entrepreneurial Studies
SEI June 2013 - Present
SFG Alternatives June 2011 - June 2013
Richard Knott February 2010 - June 2011
OppenheimerFunds 1999 - 2010
Prudential Financial 1989 - 1999
United States Postal Service October 1979 - June 1989
Education
Temple University 1990 — 1993
Fox School of Business, Accounting, Finance, Magna Cum Laude
Strategic Coach
Program - Six Years, Entrepreneurship/Entrepreneurial Studies
Sachin Kambli's OppenheimerFunds Experience July 2015 - Present
Job Manager Business Intelligence at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2015 - Present
OppenheimerFunds February 2013 - Present
Festo Corp. July 2010 - January 2012
Festo January 2008 - June 2010
Festo Corp. January 2004 - December 2007
Skills
Mathematical Modeling, Algorithms, Simulations, Product Management, Product Development, Business Analysis, Project Management, Business Strategy, Cross-functional Team..., Requirements Analysis, Business Development, Analytics, Team Management, Process Improvement, Business Intelligence, Investments, Competitive Analysis
Education
NYU SCPS 2011 — 2012
Certification, Financial Analysis & Portfolio Management
State University of New York at Stony Brook 2007 — 2011
MBA, Finance
University of Cincinnati 2000 — 2003
MS, EE
University of Mumbai 1995 — 1999
OppenheimerFunds July 2015 - Present
OppenheimerFunds February 2013 - Present
Festo Corp. July 2010 - January 2012
Festo January 2008 - June 2010
Festo Corp. January 2004 - December 2007
Skills
Mathematical Modeling, Algorithms, Simulations, Product Management, Product Development, Business Analysis, Project Management, Business Strategy, Cross-functional Team..., Requirements Analysis, Business Development, Analytics, Team Management, Process Improvement, Business Intelligence, Investments, Competitive Analysis
Education
NYU SCPS 2011 — 2012
Certification, Financial Analysis & Portfolio Management
State University of New York at Stony Brook 2007 — 2011
MBA, Finance
University of Cincinnati 2000 — 2003
MS, EE
University of Mumbai 1995 — 1999
Sterling Joseph's OppenheimerFunds Experience December 1984 - Present
Job Owner at Team Speed, LLC
Industry Financial Services
Experience
Team Speed, LLC May 2002 - Present
OppenheimerFunds December 1984 - Present
Education
Southeastern Louisiana University
Team Speed, LLC May 2002 - Present
OppenheimerFunds December 1984 - Present
Education
Southeastern Louisiana University
Elizabeth Mossow, CFA's OppenheimerFunds Experience July 2013 - Present
Job Portfolio Manager, AVP at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2013 - Present
OppenheimerFunds May 2007 - June 2013
Manning & Napier Advisors July 2006 - May 2007
The Baupost Group, LLC August 2000 - March 2006
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2011
MBA, Finance
Saint Lawrence University 1996 — 2000
BA, Economics
Brighton High School 1992 — 1996
High School
OppenheimerFunds July 2013 - Present
OppenheimerFunds May 2007 - June 2013
Manning & Napier Advisors July 2006 - May 2007
The Baupost Group, LLC August 2000 - March 2006
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2011
MBA, Finance
Saint Lawrence University 1996 — 2000
BA, Economics
Brighton High School 1992 — 1996
High School
Karla Hall's OppenheimerFunds Experience May 2013 - Present
Job Enterprise Risk Officer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2013 - Present
Barclays Capital May 2012 - May 2013
HSBC Securities July 2010 - May 2012
GFI Group April 2008 - July 2010
Morgan Stanley April 2006 - April 2008
Merrill Lynch 1998 - 2006
Skills
Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk, Process Improvement, Auditing, Banking, Risk Assessment, Financial Reporting, Leadership, Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2004
MBA, International Business
OppenheimerFunds May 2013 - Present
Barclays Capital May 2012 - May 2013
HSBC Securities July 2010 - May 2012
GFI Group April 2008 - July 2010
Morgan Stanley April 2006 - April 2008
Merrill Lynch 1998 - 2006
Skills
Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk, Process Improvement, Auditing, Banking, Risk Assessment, Financial Reporting, Leadership, Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2004
MBA, International Business
Michael Park, CIMA's OppenheimerFunds Experience June 1997 - August 2007
Job East Regional Sales Manager, RIA Channel at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2015 - Present
The Vanguard Group February 2014 - July 2015
The Vanguard Group January 2012 - February 2014
The Vanguard Group February 2009 - January 2012
The Vanguard Group October 2007 - February 2009
OppenheimerFunds June 1997 - August 2007
Education
University of Colorado 2004 — 2006
MBA
Syracuse University 1991 — 1995
BA, Economics
The Vanguard Group July 2015 - Present
The Vanguard Group February 2014 - July 2015
The Vanguard Group January 2012 - February 2014
The Vanguard Group February 2009 - January 2012
The Vanguard Group October 2007 - February 2009
OppenheimerFunds June 1997 - August 2007
Education
University of Colorado 2004 — 2006
MBA
Syracuse University 1991 — 1995
BA, Economics
Emily Boyes's OppenheimerFunds Experience November 2006 - May 2008
Job Product Specialist at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds November 2006 - Present
OppenheimerFunds November 2006 - May 2008
Education
The George Washington University
Oppenheimer Funds November 2006 - Present
OppenheimerFunds November 2006 - May 2008
Education
The George Washington University
Nilay Bhatt's OppenheimerFunds Experience May 2010 - June 2015
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. July 2015 - Present
OppenheimerFunds May 2010 - June 2015
UNFCU December 2005 - May 2010
Intellidyn 2004 - 2005
C3i 2002 - 2002
Skills
Business Analysis, Salesforce.com, Agile Methodolgy, SDLC, SharePoint, Visio, SQL, User Acceptance Testing, Vendor Management, Requirements Gathering, Agile Methodologies, Integration, Requirements Analysis, Software Project..., Analysis, Business Intelligence, Data Warehousing, Risk Management, Systems Analysis, Access
Education
University of Pennsylvania 2002 — 2004
Master of Science (M.S.), Computational Biology
State University of New York at Stony Brook 1994 — 1999
Bachelor of Science (B.S.), Information Systems
JPMorgan Chase & Co. July 2015 - Present
OppenheimerFunds May 2010 - June 2015
UNFCU December 2005 - May 2010
Intellidyn 2004 - 2005
C3i 2002 - 2002
Skills
Business Analysis, Salesforce.com, Agile Methodolgy, SDLC, SharePoint, Visio, SQL, User Acceptance Testing, Vendor Management, Requirements Gathering, Agile Methodologies, Integration, Requirements Analysis, Software Project..., Analysis, Business Intelligence, Data Warehousing, Risk Management, Systems Analysis, Access
Education
University of Pennsylvania 2002 — 2004
Master of Science (M.S.), Computational Biology
State University of New York at Stony Brook 1994 — 1999
Bachelor of Science (B.S.), Information Systems
Elaine Puleo Carter's OppenheimerFunds Experience April 1992 - Present
Job Senior Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 1992 - Present
Education
The Ohio State University 1963 — 1983
OppenheimerFunds April 1992 - Present
Education
The Ohio State University 1963 — 1983
Peter M. Sullivan's OppenheimerFunds Experience 1998 - 2000
Job Regional Director/MultiFunds
Industry Financial Services
Experience
Multi-Funds 2010 - Present
Wells Fargo Advisors 2008 - 2010
Clark Capital Management Group 2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) 2003 - 2007
Phoenix Investment Partners 2000 - 2003
OppenheimerFunds 1998 - 2000
State Street Research 1996 - 1998
Keystone Mutual Funds June 1989 - October 1996
Fidelity Investments 1986 - 1989
Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments
Education
St. Lawrence University 1975 — 1979
BA, French
Multi-Funds 2010 - Present
Wells Fargo Advisors 2008 - 2010
Clark Capital Management Group 2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) 2003 - 2007
Phoenix Investment Partners 2000 - 2003
OppenheimerFunds 1998 - 2000
State Street Research 1996 - 1998
Keystone Mutual Funds June 1989 - October 1996
Fidelity Investments 1986 - 1989
Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments
Education
St. Lawrence University 1975 — 1979
BA, French
Juana Perez, PMP's OppenheimerFunds Experience August 2014 - Present
Job Manager Project Execution Business Transformation Office at OppenheimerFunds
Industry Investment Banking
Experience
OppenheimerFunds August 2014 - Present
Goldman Sachs July 2006 - July 2014
Citigroup June 1997 - July 2006
Skills
Business Analysis, Project Management, Risk Management, SDLC, Program Management, Process Improvement, IT Strategy, Requirements Management, User Acceptance Testing, Compliance, Resource Management, Client Relationship..., Change Management, User Experience Design, Functional Architecture, Data analytics, Data visualization, Business Process..., Cross-functional Team..., Risk Assessment, Project Governance, Release Management, Performance Appraisal, End User Training, Product Adoption, Master Data Management, Markit EDM, Portfolio Management, Cost Management, Budget Management
Education
Stevens Institute of Technology 1993 — 1998
Bachelor of Science (BS), Pure and Applied Mathematics
OppenheimerFunds August 2014 - Present
Goldman Sachs July 2006 - July 2014
Citigroup June 1997 - July 2006
Skills
Business Analysis, Project Management, Risk Management, SDLC, Program Management, Process Improvement, IT Strategy, Requirements Management, User Acceptance Testing, Compliance, Resource Management, Client Relationship..., Change Management, User Experience Design, Functional Architecture, Data analytics, Data visualization, Business Process..., Cross-functional Team..., Risk Assessment, Project Governance, Release Management, Performance Appraisal, End User Training, Product Adoption, Master Data Management, Markit EDM, Portfolio Management, Cost Management, Budget Management
Education
Stevens Institute of Technology 1993 — 1998
Bachelor of Science (BS), Pure and Applied Mathematics
Jason Coburn, CFA's OppenheimerFunds Experience August 2005 - September 2007
Job Regional Sales Director at Highland Capital Management
Industry Investment Management
Experience
Highland Capital Management, L.P. November 2012 - Present
Artio Global Management January 2009 - October 2012
ARTIO GLOBAL September 2007 - December 2008
OppenheimerFunds August 2005 - September 2007
OppenheimerFunds February 2004 - August 2005
InvestPrivate, Inc May 2003 - January 2004
Economists Incorporated June 2001 - May 2003
Board of Governors, The Federal Reserve Board of the United States April 2000 - May 2001
Skills
Separately Managed..., Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 65, Investment Management, Hedge Funds, Securities, Investment Strategies, Chartered Financial..., Sales Presentations, Client Presentation, Portfolio Assessment
Education
The George Washington University 1997 — 2001
BS, Economics
Mt. Hebron High School, Ellicott City, MD 1993 — 1997
Highland Capital Management, L.P. November 2012 - Present
Artio Global Management January 2009 - October 2012
ARTIO GLOBAL September 2007 - December 2008
OppenheimerFunds August 2005 - September 2007
OppenheimerFunds February 2004 - August 2005
InvestPrivate, Inc May 2003 - January 2004
Economists Incorporated June 2001 - May 2003
Board of Governors, The Federal Reserve Board of the United States April 2000 - May 2001
Skills
Separately Managed..., Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 65, Investment Management, Hedge Funds, Securities, Investment Strategies, Chartered Financial..., Sales Presentations, Client Presentation, Portfolio Assessment
Education
The George Washington University 1997 — 2001
BS, Economics
Mt. Hebron High School, Ellicott City, MD 1993 — 1997
Steve Barbesh's OppenheimerFunds Experience February 2015 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
Torchmark Corporation September 2013 - January 2015
Penn Mutual January 2013 - September 2013
AllianceBernstein August 2004 - December 2012
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Allocation, Finance, Asset Management, Alternative Investments, Wealth Management, Life Insurance, Retirement Planning, Fixed Income, Insurance, Equities, Separately Managed..., Securities, Financial Services, Investment Strategies
Education
Rider University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University 1989 — 1993
BS, Accounting
OppenheimerFunds February 2015 - Present
Torchmark Corporation September 2013 - January 2015
Penn Mutual January 2013 - September 2013
AllianceBernstein August 2004 - December 2012
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Allocation, Finance, Asset Management, Alternative Investments, Wealth Management, Life Insurance, Retirement Planning, Fixed Income, Insurance, Equities, Separately Managed..., Securities, Financial Services, Investment Strategies
Education
Rider University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University 1989 — 1993
BS, Accounting
Mike Dickson's OppenheimerFunds Experience 1996 - 2001
Job VP, Operations Relationship Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles November 2009 - Present
Manning & Napier Advisors 2007 - 2009
ING Funds 2003 - 2006
OppenheimerFunds 1996 - 2001
Alliance Capital Management 1993 - 1996
Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...
Education
Suffolk University 1989 — 1991
BS, Finance
Suffolk University - Sawyer Business School 1989 — 1991
BSBA, Finance
Loomis Sayles November 2009 - Present
Manning & Napier Advisors 2007 - 2009
ING Funds 2003 - 2006
OppenheimerFunds 1996 - 2001
Alliance Capital Management 1993 - 1996
Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...
Education
Suffolk University 1989 — 1991
BS, Finance
Suffolk University - Sawyer Business School 1989 — 1991
BSBA, Finance
Young-Sup Lee's OppenheimerFunds Experience 2009 - Present
Job OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds 2009 - Present
Morgan Stanley 1996 - 2008
MetLife 1995 - 1996
Credit Suisse First Boston 1994 - 1995
Education
University of Pennsylvania 1982 — 1986
BS
Stanford University
OppenheimerFunds 2009 - Present
Morgan Stanley 1996 - 2008
MetLife 1995 - 1996
Credit Suisse First Boston 1994 - 1995
Education
University of Pennsylvania 1982 — 1986
BS
Stanford University
Jerry Foley's OppenheimerFunds Experience August 2006 - October 2007
Job Senior Sales Specialist, Apex
Industry Financial Services
Experience
Interactive Data February 2015 - Present
The Giant Insider July 2013 - Present
Thomson Reuters January 2014 - February 2015
Thomson Reuters June 2012 - January 2014
BNY Mellon October 2007 - June 2012
OppenheimerFunds August 2006 - October 2007
AIG Investments July 2005 - August 2006
BNY Mellon June 1999 - March 2005
Merrill Lynch January 1997 - May 1999
Skills
Pricing, Fixed Income, Financial Services, Equities, Business Analysis, Securities, Mutual Funds, Asset Management, Hedge Funds, Derivatives, Risk Management, Financial Analysis, Financial Markets, Bloomberg, Alternative Investments, Trading, Relationship Management
Education
Stockton University 1993 — 1996
Bachelor of Arts (B.A.), Political Science
Notre Dame High School
Notre Dame High School
Interactive Data February 2015 - Present
The Giant Insider July 2013 - Present
Thomson Reuters January 2014 - February 2015
Thomson Reuters June 2012 - January 2014
BNY Mellon October 2007 - June 2012
OppenheimerFunds August 2006 - October 2007
AIG Investments July 2005 - August 2006
BNY Mellon June 1999 - March 2005
Merrill Lynch January 1997 - May 1999
Skills
Pricing, Fixed Income, Financial Services, Equities, Business Analysis, Securities, Mutual Funds, Asset Management, Hedge Funds, Derivatives, Risk Management, Financial Analysis, Financial Markets, Bloomberg, Alternative Investments, Trading, Relationship Management
Education
Stockton University 1993 — 1996
Bachelor of Arts (B.A.), Political Science
Notre Dame High School
Notre Dame High School
Sean Carey, CRPC's OppenheimerFunds Experience August 2010 - Present
Job Vice President, Strategic Account Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2010 - Present
OppenheimerFunds February 2003 - July 2010
Raymond James Financial November 2002 - February 2003
Morgan Stanley July 1997 - November 2002
PaineWebber March 1995 - July 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Series 65, Investments, Retirement Planning, Retirement, Fixed Income, Wealth Management, Financial Advisory, Equities
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Economics/Business
The London School of Economics and Political Science (LSE) 1993 — 1993
Economics
OppenheimerFunds August 2010 - Present
OppenheimerFunds February 2003 - July 2010
Raymond James Financial November 2002 - February 2003
Morgan Stanley July 1997 - November 2002
PaineWebber March 1995 - July 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Series 65, Investments, Retirement Planning, Retirement, Fixed Income, Wealth Management, Financial Advisory, Equities
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Economics/Business
The London School of Economics and Political Science (LSE) 1993 — 1993
Economics
Chris Cingari's OppenheimerFunds Experience June 2014 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - Present
Jefferies & Company June 2010 - March 2014
Van Eck Global August 2007 - June 2010
Wells Fargo & Company April 2005 - August 2007
Renaissance Restoration Incorporated September 2003 - January 2005
TD Waterhouse Investors Services June 2000 - September 2003
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, ETFs, Asset Allocation, Bloomberg, Asset Management, Investment Management
Education
Stony Brook University 1996 — 2000
BA, Economics
OppenheimerFunds June 2014 - Present
Jefferies & Company June 2010 - March 2014
Van Eck Global August 2007 - June 2010
Wells Fargo & Company April 2005 - August 2007
Renaissance Restoration Incorporated September 2003 - January 2005
TD Waterhouse Investors Services June 2000 - September 2003
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, ETFs, Asset Allocation, Bloomberg, Asset Management, Investment Management
Education
Stony Brook University 1996 — 2000
BA, Economics
Jason Farrell, CFA's OppenheimerFunds Experience May 2010 - Present
Job Product Manager at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds May 2010 - Present
OppenheimerFunds February 2008 - May 2010
Prudential Equity Group March 2006 - June 2007
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, Investments, Asset Management, Equities, Securities, Financial Services, Portfolio Management
Education
Syracuse University 2001 — 2005
B.S., Marketing & Entrepreneurship
OppenheimerFunds May 2010 - Present
OppenheimerFunds February 2008 - May 2010
Prudential Equity Group March 2006 - June 2007
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, Investments, Asset Management, Equities, Securities, Financial Services, Portfolio Management
Education
Syracuse University 2001 — 2005
B.S., Marketing & Entrepreneurship
Jennie Melnik's OppenheimerFunds Experience October 2013 - Present
Job HR Communications Manager at OppenheimerFunds
Industry Public Relations and Communications
Experience
OppenheimerFunds October 2013 - Present
DIRECTV January 2012 - September 2013
Richmond American Homes January 2010 - July 2011
HB Management Group, Inc. March 2009 - January 2010
Carlson Wagonlit Travel September 2005 - January 2009
Skills
Crisis Communications, Communications Planning, Press Releases, Newsletters, Corporate Communications, Marketing Communications, Public Relations, Media Relations, Social Media, Event Planning, Internal Communications, Event Management, Blogging, Social Media Marketing, Copywriting, Strategic Communications, Strategic Planning, Writing, Editing, Web Editing, News Writing, Ghostwriting
Education
Syracuse University 2001 — 2005
Bachelor of Science, Magazine, Judaic Studies
OppenheimerFunds October 2013 - Present
DIRECTV January 2012 - September 2013
Richmond American Homes January 2010 - July 2011
HB Management Group, Inc. March 2009 - January 2010
Carlson Wagonlit Travel September 2005 - January 2009
Skills
Crisis Communications, Communications Planning, Press Releases, Newsletters, Corporate Communications, Marketing Communications, Public Relations, Media Relations, Social Media, Event Planning, Internal Communications, Event Management, Blogging, Social Media Marketing, Copywriting, Strategic Communications, Strategic Planning, Writing, Editing, Web Editing, News Writing, Ghostwriting
Education
Syracuse University 2001 — 2005
Bachelor of Science, Magazine, Judaic Studies
Elaine Puleo Carter's OppenheimerFunds Experience April 2008 - October 2011
Job Financial Services Professional
Industry Financial Services
Experience
OppenheimerFunds April 2008 - October 2011
OppenheimerFunds 1992 - 2008
OppenheimerFunds 1992 - 2008
OppenheimerFunds 1992 - 2008
Education
The Ohio State University 1980 — 1983
Sociology, Sociology
OppenheimerFunds April 2008 - October 2011
OppenheimerFunds 1992 - 2008
OppenheimerFunds 1992 - 2008
OppenheimerFunds 1992 - 2008
Education
The Ohio State University 1980 — 1983
Sociology, Sociology
Brian Villec, CFP®'s OppenheimerFunds Experience June 1999 - January 2001
Job Territory Sales Director at Nationwide Financial Network
Industry Financial Services
Experience
Nationwide Financial Network June 2004 - Present
Nationwide Securities Inc. April 2003 - June 2004
Nationwide Financial January 2001 - April 2003
OppenheimerFunds June 1999 - January 2001
OppenheimerFunds July 1997 - June 1999
Skills
Series 7, Budgets, Mutual Funds, Fixed Annuities, Series 63, Marketing, Life Insurance, Sales Operations, Retirement, Investments, Financial Services, Financial Planning, 401k, Series 24, Sales
Education
The American College 2012 — 2013
Master of Science (MS), Management
University of Delaware 2008 — 2009
Certificate in Financial Planning
University of Delaware 1989 — 1994
BA, International Relations
Nationwide Financial Network June 2004 - Present
Nationwide Securities Inc. April 2003 - June 2004
Nationwide Financial January 2001 - April 2003
OppenheimerFunds June 1999 - January 2001
OppenheimerFunds July 1997 - June 1999
Skills
Series 7, Budgets, Mutual Funds, Fixed Annuities, Series 63, Marketing, Life Insurance, Sales Operations, Retirement, Investments, Financial Services, Financial Planning, 401k, Series 24, Sales
Education
The American College 2012 — 2013
Master of Science (MS), Management
University of Delaware 2008 — 2009
Certificate in Financial Planning
University of Delaware 1989 — 1994
BA, International Relations
Craig Holloway's OppenheimerFunds Experience 2008 - Present
Job VPSenior Trader at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds July 2008 - Present
OppenheimerFunds 2008 - Present
Columbia Management 2003 - 2008
State Street Global Advisors 1994 - 2003
Skills
Fixed Income
Education
Syracuse University 1990 — 1994
BS, Finance/Economics
Oppenheimer Funds July 2008 - Present
OppenheimerFunds 2008 - Present
Columbia Management 2003 - 2008
State Street Global Advisors 1994 - 2003
Skills
Fixed Income
Education
Syracuse University 1990 — 1994
BS, Finance/Economics
Timothy J. Lloyd's OppenheimerFunds Experience June 2007 - August 2007
Job Naval Flight Officer
Industry Military
Experience
US Navy July 2013 - Present
United States Navy October 2010 - July 2013
University of Southern California September 2007 - May 2008
OppenheimerFunds June 2007 - August 2007
Citigroup June 2006 - August 2006
Skills
Military Operations, Military, Navy, Security Clearance, National Security, Operational Planning, Command, DoD, Defense, Military Experience, International Relations, Team Leadership, Top Secret, Intelligence Analysis, Weapons, Analysis, Intelligence, Electronic Warfare, Risk Management, Military Training, Organizational..., Military Liaison, Joint Military..., Military Aviation
Education
University of Southern California 2006 — 2009
Bachelor of Arts, International Relations2006; International Politics and Security Studies
Syracuse University-Florence 2008 — 2008
Southern Methodist University 2005 — 2006
US Navy July 2013 - Present
United States Navy October 2010 - July 2013
University of Southern California September 2007 - May 2008
OppenheimerFunds June 2007 - August 2007
Citigroup June 2006 - August 2006
Skills
Military Operations, Military, Navy, Security Clearance, National Security, Operational Planning, Command, DoD, Defense, Military Experience, International Relations, Team Leadership, Top Secret, Intelligence Analysis, Weapons, Analysis, Intelligence, Electronic Warfare, Risk Management, Military Training, Organizational..., Military Liaison, Joint Military..., Military Aviation
Education
University of Southern California 2006 — 2009
Bachelor of Arts, International Relations2006; International Politics and Security Studies
Syracuse University-Florence 2008 — 2008
Southern Methodist University 2005 — 2006
Peter Maddox's OppenheimerFunds Experience June 2007 - Present
Job regional mgr at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2007 - Present
Skills
Investments, Alternative Investments, Mutual Funds, Asset Management, Portfolio Management, Series 7, Business Development, Wealth Management, Risk Management, Strategic Planning
Education
Texas Christian University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
OppenheimerFunds June 2007 - Present
Skills
Investments, Alternative Investments, Mutual Funds, Asset Management, Portfolio Management, Series 7, Business Development, Wealth Management, Risk Management, Strategic Planning
Education
Texas Christian University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
John Putman's OppenheimerFunds Experience October 1994 - October 1999
Job Sr. Software Engineer at CORPTAX, Inc.
Industry Computer Software
Experience
CORPTAX, Inc. June 2008 - Present
Nirvana Systems April 2005 - June 2008
Thomson Financial October 1999 - April 2005
OppenheimerFunds October 1994 - October 1999
Skills
.NET, Software Development, Microsoft SQL Server, Agile Methodologies, C#, ASP.NET, SQL, VB.NET, XML, WCF, ASP.NET MVC, jQuery, JavaScript, HTML, HTML 5, Microsoft Excel, Microsoft Office, InstallShield..., Windows Services, Scrum, Coded UI, Unit Testing, LINQ, Web Services, Software Design, SOA, IIS
Education
Texas A&M University 1990 — 1994
BBA, Finance
CORPTAX, Inc. June 2008 - Present
Nirvana Systems April 2005 - June 2008
Thomson Financial October 1999 - April 2005
OppenheimerFunds October 1994 - October 1999
Skills
.NET, Software Development, Microsoft SQL Server, Agile Methodologies, C#, ASP.NET, SQL, VB.NET, XML, WCF, ASP.NET MVC, jQuery, JavaScript, HTML, HTML 5, Microsoft Excel, Microsoft Office, InstallShield..., Windows Services, Scrum, Coded UI, Unit Testing, LINQ, Web Services, Software Design, SOA, IIS
Education
Texas A&M University 1990 — 1994
BBA, Finance
Gianna Erunse's OppenheimerFunds Experience April 2000 - February 2005
Job Annuity Strategic Marketing
Industry Financial Services
Experience
MetLife May 2008 - Present
Morgan Stanley Smith Barney February 2005 - April 2008
OppenheimerFunds April 2000 - February 2005
Skills
Marketing Communications, Product Marketing, Integrated Marketing, Marketing Strategy, Marketing, Mutual Funds, Fixed Annuities, Retirement, Marketing Management
Education
St. Francis College 1995 — 1999
BA, International Business
MetLife May 2008 - Present
Morgan Stanley Smith Barney February 2005 - April 2008
OppenheimerFunds April 2000 - February 2005
Skills
Marketing Communications, Product Marketing, Integrated Marketing, Marketing Strategy, Marketing, Mutual Funds, Fixed Annuities, Retirement, Marketing Management
Education
St. Francis College 1995 — 1999
BA, International Business
Mara Hakim's OppenheimerFunds Experience September 1999 - March 2001
Job Self employed
Industry Health, Wellness and Fitness
Experience
Self employed June 2005 - Present
Hakim Healthcare June 2005 - Present
HRH Group October 2012 - January 2013
OppenheimerFunds September 1999 - March 2001
Computer Aid, Inc November 1998 - December 1998
Bankers Trust Company July 1998 - October 1998
Herbert Travel Service Inc May 1991 - July 1998
SUNY Stony Brook Computing Center January 1997 - December 1997
Skills
Windows XP, Servers, Windows 7, Technical Support, Hardware, Laptops, Help Desk Support
Education
Stony Brook University 1995 — 1998
Bachelor of Arts, Psychology
Stony Brook University
BA Psychology, Psychology
Self employed June 2005 - Present
Hakim Healthcare June 2005 - Present
HRH Group October 2012 - January 2013
OppenheimerFunds September 1999 - March 2001
Computer Aid, Inc November 1998 - December 1998
Bankers Trust Company July 1998 - October 1998
Herbert Travel Service Inc May 1991 - July 1998
SUNY Stony Brook Computing Center January 1997 - December 1997
Skills
Windows XP, Servers, Windows 7, Technical Support, Hardware, Laptops, Help Desk Support
Education
Stony Brook University 1995 — 1998
Bachelor of Arts, Psychology
Stony Brook University
BA Psychology, Psychology
Alex Hayes's OppenheimerFunds Experience September 2012 - Present
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2012 - Present
American Funds April 2012 - September 2012
Putnam Investments December 2005 - April 2012
Skills
Strategic Financial..., Separately Managed..., Series 63, Series 7
Education
State University of New York College at Buffalo 1996 — 1999
Bachelor of Business Administration (BBA)
OppenheimerFunds September 2012 - Present
American Funds April 2012 - September 2012
Putnam Investments December 2005 - April 2012
Skills
Strategic Financial..., Separately Managed..., Series 63, Series 7
Education
State University of New York College at Buffalo 1996 — 1999
Bachelor of Business Administration (BBA)
Kathleen Mercado's OppenheimerFunds Experience 1996 - 1996
Job Customer Services Professional | Sales Support Specialist
Industry Consumer Services
Experience
Target 2009 - 2012
St Thomas More Cloister Cove Gift Shop 2005 - 2008
Agilent Technologies 1999 - 2002
Hewlett-Packard 1996 - 1999
OppenheimerFunds 1996 - 1996
H&R Block 1995 - 1996
Belco Community Credit Union 1994 - 1995
Skills
Customer Service, Microsoft Office, Customer Relations, Word, Excel, Problem Solving, Call Center, Outlook, Public Speaking, Sales, •Web Browsers IE &..., Leadership, Customer Satisfaction, Marketing, Coaching, Human Resources, CRM, Microsoft Word, Microsoft Excel, Call Centers, Training
Education
Continued Corporate Education and Certifications
Loretto Academy
College/University Preparatory and Advanced High School/Secondary Diploma Program
Texas Tech University
School of Business
Target 2009 - 2012
St Thomas More Cloister Cove Gift Shop 2005 - 2008
Agilent Technologies 1999 - 2002
Hewlett-Packard 1996 - 1999
OppenheimerFunds 1996 - 1996
H&R Block 1995 - 1996
Belco Community Credit Union 1994 - 1995
Skills
Customer Service, Microsoft Office, Customer Relations, Word, Excel, Problem Solving, Call Center, Outlook, Public Speaking, Sales, •Web Browsers IE &..., Leadership, Customer Satisfaction, Marketing, Coaching, Human Resources, CRM, Microsoft Word, Microsoft Excel, Call Centers, Training
Education
Continued Corporate Education and Certifications
Loretto Academy
College/University Preparatory and Advanced High School/Secondary Diploma Program
Texas Tech University
School of Business
John Muth's OppenheimerFunds Experience April 2014 - Present
Job Research Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds April 2014 - Present
Federal Reserve Bank of Richmond October 2011 - January 2014
Stifel Financial Corp. June 2009 - August 2009
Skills
Research, Analysis, Stata, Economics, Policy Analysis, Matlab, Econometrics, EViews, Bloomberg, Rats, Capital Markets, Investments, Equity Research
Education
University of Oxford 2010 — 2011
Master of Science, Financial Economics
Villanova University 2006 — 2010
Bachelor of Science, Economics
London School of Economics and Political Science 2008 — 2009
The General Course, Mathematics
OppenheimerFunds April 2014 - Present
Federal Reserve Bank of Richmond October 2011 - January 2014
Stifel Financial Corp. June 2009 - August 2009
Skills
Research, Analysis, Stata, Economics, Policy Analysis, Matlab, Econometrics, EViews, Bloomberg, Rats, Capital Markets, Investments, Equity Research
Education
University of Oxford 2010 — 2011
Master of Science, Financial Economics
Villanova University 2006 — 2010
Bachelor of Science, Economics
London School of Economics and Political Science 2008 — 2009
The General Course, Mathematics
Joseph Gunderson, CFA's OppenheimerFunds Experience February 2013 - Present
Job Product Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2013 - Present
OppenheimerFunds July 2011 - February 2013
State Street Bank November 2009 - November 2011
Morgan Stanley Investment Management June 2007 - November 2009
Education
The College of New Jersey 2003 — 2007
BS, Business Administration- Finance
OppenheimerFunds February 2013 - Present
OppenheimerFunds July 2011 - February 2013
State Street Bank November 2009 - November 2011
Morgan Stanley Investment Management June 2007 - November 2009
Education
The College of New Jersey 2003 — 2007
BS, Business Administration- Finance
Chris Vadner's OppenheimerFunds Experience October 2010 - December 2011
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
TD Ameritrade December 2011 - December 2012
OppenheimerFunds October 2010 - December 2011
Fidelity Investments August 2004 - February 2010
Skills
Investments, Strategic Financial..., Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Fixed Income, Uniform Combined State..., Retirement Planning, Retirement
Education
Thunderbird School of Global Management 2010 — 2011
Master of Business Administration (MBA), International Management
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Charles Schwab January 2013 - Present
TD Ameritrade December 2011 - December 2012
OppenheimerFunds October 2010 - December 2011
Fidelity Investments August 2004 - February 2010
Skills
Investments, Strategic Financial..., Finance, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Fixed Income, Uniform Combined State..., Retirement Planning, Retirement
Education
Thunderbird School of Global Management 2010 — 2011
Master of Business Administration (MBA), International Management
Stephen F. Austin State University 2000 — 2004
BBA, Finance
Andrew Sponable's OppenheimerFunds Experience October 2014 - Present
Job Marketing Compliance Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2014 - Present
Citi 2009 - October 2014
Smith Barney September 2005 - June 2009
Banc of America Investments 2004 - 2005
Fleet/Quick & Reilly 2002 - 2004
Skills
Variable Annuities, Insurance, FINRA, Management
Education
State University of New York College at Brockport 1981 — 1985
BS, Marketing and Economics
OppenheimerFunds October 2014 - Present
Citi 2009 - October 2014
Smith Barney September 2005 - June 2009
Banc of America Investments 2004 - 2005
Fleet/Quick & Reilly 2002 - 2004
Skills
Variable Annuities, Insurance, FINRA, Management
Education
State University of New York College at Brockport 1981 — 1985
BS, Marketing and Economics
Thomas Bourgeois's OppenheimerFunds Experience May 1980 - May 1983
Job Realtor at ERA One Source
Industry Real Estate
Experience
ERA One Source October 2011 - Present
Quick & Reilly inc 1981 - 2001
OppenheimerFunds May 1980 - May 1983
Skills
Investments, New Home Sales, Asset Management, Investment Properties, First Time Home Buyers, Securities, Mutual Funds, Residential Homes, Real Estate, Sellers, Short Sales, Single Family Homes, Buyer Representation, Portfolio Management
Education
Saint John's University 1969 — 1976
BS, accounting
St. John's University, The Peter J. Tobin College of Business 1969 — 1976
BS, accounting
Saint John's University 1971 — 1975
BS, Accounting
Saint John's University 1969 — 1975
BS
ERA One Source October 2011 - Present
Quick & Reilly inc 1981 - 2001
OppenheimerFunds May 1980 - May 1983
Skills
Investments, New Home Sales, Asset Management, Investment Properties, First Time Home Buyers, Securities, Mutual Funds, Residential Homes, Real Estate, Sellers, Short Sales, Single Family Homes, Buyer Representation, Portfolio Management
Education
Saint John's University 1969 — 1976
BS, accounting
St. John's University, The Peter J. Tobin College of Business 1969 — 1976
BS, accounting
Saint John's University 1971 — 1975
BS, Accounting
Saint John's University 1969 — 1975
BS
Emily Disston's OppenheimerFunds Experience August 2011 - July 2013
Job Director of HR at BetterCloud
Industry Human Resources
Experience
BetterCloud January 2015 - Present
Mobiquity, Inc. July 2013 - January 2015
OppenheimerFunds August 2011 - July 2013
Astor Services for Children and Families September 2010 - May 2011
Children's Hospital January 2009 - May 2009
Skills
Human Resources, Organizational..., Performance Management, Recruiting, Crisis Intervention, Psychotherapy, Leadership Development, Program Development, Adolescents, Community Outreach, Public Speaking, Nonprofits, Treatment, Play Therapy, Psychology, Mental Health, CBT, Therapists, Art Therapy, Healthcare, BetterCloud for Google..., BetterCloud for..., Mentoring, Training, Management, Employee Relations, Leadership, Onboarding, Personnel Management, Career Development, Talent Acquisition, Employee Engagement, Employee Benefits, Microsoft Office, Hiring
Education
Teachers College of Columbia University 2009 — 2011
Master's Degree, Mental Health Counseling
Tulane University 2005 — 2009
Bachelor's Degree, Psychology, French
BetterCloud January 2015 - Present
Mobiquity, Inc. July 2013 - January 2015
OppenheimerFunds August 2011 - July 2013
Astor Services for Children and Families September 2010 - May 2011
Children's Hospital January 2009 - May 2009
Skills
Human Resources, Organizational..., Performance Management, Recruiting, Crisis Intervention, Psychotherapy, Leadership Development, Program Development, Adolescents, Community Outreach, Public Speaking, Nonprofits, Treatment, Play Therapy, Psychology, Mental Health, CBT, Therapists, Art Therapy, Healthcare, BetterCloud for Google..., BetterCloud for..., Mentoring, Training, Management, Employee Relations, Leadership, Onboarding, Personnel Management, Career Development, Talent Acquisition, Employee Engagement, Employee Benefits, Microsoft Office, Hiring
Education
Teachers College of Columbia University 2009 — 2011
Master's Degree, Mental Health Counseling
Tulane University 2005 — 2009
Bachelor's Degree, Psychology, French
Gaurangi Patel's OppenheimerFunds Experience June 2011 - Present
Job QA Intern at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2011 - Present
Stevens Institute of Technology January 2011 - May 2011
Sardar Vallabhbhai Patel Institute of Technology July 2006 - October 2008
Education
A. D. Patel Institute of Technology 2002 — 2006
B.S, Computer Engineering
Stevens Institute of Technology
M.S, Computer Science
OppenheimerFunds June 2011 - Present
Stevens Institute of Technology January 2011 - May 2011
Sardar Vallabhbhai Patel Institute of Technology July 2006 - October 2008
Education
A. D. Patel Institute of Technology 2002 — 2006
B.S, Computer Engineering
Stevens Institute of Technology
M.S, Computer Science
Lauren Gangel's OppenheimerFunds Experience October 2008 - April 2009
Job Financial experience
Industry Government Administration
Experience
Alaska Department of Education January 2012 - April 2013
Alaska Department of Education March 2011 - December 2011
OppenheimerFunds October 2008 - April 2009
Skills
Access, Outlook, Data Analysis, Accounting, Risk Management, Microsoft Word, Microsoft Excel
Education
University of Northern Colorado 2005 — 2007
Bachelor's of Science, Finance
Southwest Texas State University
Alaska Department of Education January 2012 - April 2013
Alaska Department of Education March 2011 - December 2011
OppenheimerFunds October 2008 - April 2009
Skills
Access, Outlook, Data Analysis, Accounting, Risk Management, Microsoft Word, Microsoft Excel
Education
University of Northern Colorado 2005 — 2007
Bachelor's of Science, Finance
Southwest Texas State University
Hope Barnett's OppenheimerFunds Experience March 2000 - September 2008
Job Personal Assistant at JEVS
Industry Nonprofit Organization Management
Experience
JEVS December 2011 - Present
OppenheimerFunds March 2000 - September 2008
EchoStar Corporation January 2006 - April 2007
Education
Jones College-Denver
Certification, Real Estate
The Ohio State University
Bachelor of Science (B.S.)
JEVS December 2011 - Present
OppenheimerFunds March 2000 - September 2008
EchoStar Corporation January 2006 - April 2007
Education
Jones College-Denver
Certification, Real Estate
The Ohio State University
Bachelor of Science (B.S.)
Mark Giles's OppenheimerFunds Experience February 1993 - January 1998
Job Portfolio Specialist / Regional Director at Davis Advisors
Industry Financial Services
Experience
Davis Advisors February 2013 - Present
Neuberger Berman October 2009 - February 2013
Davis Advisors February 1998 - September 2009
OppenheimerFunds February 1993 - January 1998
Skills
Series 63, Series 7, Wealth Management, Mutual Funds
Education
Southern Methodist University 1991 — 1993
Master's degree, Business
Texas Tech University 1983 — 1987
Bachelor of Business Administration (BBA), Finqnxe
Davis Advisors February 2013 - Present
Neuberger Berman October 2009 - February 2013
Davis Advisors February 1998 - September 2009
OppenheimerFunds February 1993 - January 1998
Skills
Series 63, Series 7, Wealth Management, Mutual Funds
Education
Southern Methodist University 1991 — 1993
Master's degree, Business
Texas Tech University 1983 — 1987
Bachelor of Business Administration (BBA), Finqnxe
Jennifer Pride's OppenheimerFunds Experience 1998 - 1999
Job Board Member at The Darien Nature Center
Industry
Experience
The Darien Nature Center January 2014 - Present
Colorado Children's Campaign January 2008 - December 2011
Alexander Capital Management Group 1999 - 2000
TIAA-CREF 1999 - 1999
OppenheimerFunds 1998 - 1999
OppenheimerFunds 1998 - 1999
JPMorgan Chase 1997 - 1998
JPMorgan Chase 1996 - 1997
JPMorgan Chase 1994 - December 1996
Skills
Management, Retirement Plan..., Non-profit Volunteer, Project Management, Office Management, Organizational..., Customer Service, English, Nonprofits, Microsoft Office, Time Management, Fundraising, Event Planning, Recruiting, Outlook, Mac OS, 401k, IRAs, Editing, Microsoft Excel, Internet
Education
St. Lawrence University 1989 — 1993
Bachelor's degree
The Masters School
High School Diploma
The Darien Nature Center January 2014 - Present
Colorado Children's Campaign January 2008 - December 2011
Alexander Capital Management Group 1999 - 2000
TIAA-CREF 1999 - 1999
OppenheimerFunds 1998 - 1999
OppenheimerFunds 1998 - 1999
JPMorgan Chase 1997 - 1998
JPMorgan Chase 1996 - 1997
JPMorgan Chase 1994 - December 1996
Skills
Management, Retirement Plan..., Non-profit Volunteer, Project Management, Office Management, Organizational..., Customer Service, English, Nonprofits, Microsoft Office, Time Management, Fundraising, Event Planning, Recruiting, Outlook, Mac OS, 401k, IRAs, Editing, Microsoft Excel, Internet
Education
St. Lawrence University 1989 — 1993
Bachelor's degree
The Masters School
High School Diploma
Maureen Gilligan's OppenheimerFunds Experience November 2013 - August 2014
Job Executive Administrative Assistant
Industry Financial Services
Experience
Cablevision May 2015 - Present
The College Board August 2014 - January 2015
OppenheimerFunds November 2013 - August 2014
Arsenal Group LL 2011 - 2013
Fursa Alternative Strategies LLC 2006 - 2011
Mellon HBV Alternative Strategies LLC 2003 - 2006
Highlander Consultants, Inc. 2000 - 2001
Little Village School 1999 - 2000
Franklin-Essex Hamilton County Board of Cooperative Education Services 1994 - 1998
The Healthy Trail 1996 - 1997
Skills
Accounts Receivable, Fundraising, Management, Employee Relations, Public Speaking, Event Planning, Microsoft Office, Training, PowerPoint, Team Building, Marketing
Education
State University of New York College at Old Westbury
Bachelor of Education (B.Ed.), Elementary Education and Teaching/ Special Ed
North Country Community College, Saranac Lake, NY 1994 — 1996
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Berkeley Secretarial School 1986 — 1987
Word Processing Certificate
Cablevision May 2015 - Present
The College Board August 2014 - January 2015
OppenheimerFunds November 2013 - August 2014
Arsenal Group LL 2011 - 2013
Fursa Alternative Strategies LLC 2006 - 2011
Mellon HBV Alternative Strategies LLC 2003 - 2006
Highlander Consultants, Inc. 2000 - 2001
Little Village School 1999 - 2000
Franklin-Essex Hamilton County Board of Cooperative Education Services 1994 - 1998
The Healthy Trail 1996 - 1997
Skills
Accounts Receivable, Fundraising, Management, Employee Relations, Public Speaking, Event Planning, Microsoft Office, Training, PowerPoint, Team Building, Marketing
Education
State University of New York College at Old Westbury
Bachelor of Education (B.Ed.), Elementary Education and Teaching/ Special Ed
North Country Community College, Saranac Lake, NY 1994 — 1996
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Berkeley Secretarial School 1986 — 1987
Word Processing Certificate
Ron Jamison's OppenheimerFunds Experience 1995 - 1998
Job Senior Compliance Manager at Marsh & McLennan Companies
Industry Financial Services
Experience
Marsh & McLennan Companies 2015 - Present
Axiom 2014 - 2015
Computershare/Georgeson Securities Corporation 2011 - 2013
BNY Mellon 2009 - 2011
MBSC Securities Corporation (Formerly Dreyfus Service Corp.) 2006 - 2011
BNY Mellon 2004 - 2009
BNY Mellon 1999 - 2004
New York Life Insurance Company 1998 - 1999
OppenheimerFunds 1995 - 1998
Prudential Financial 1988 - 1995
Skills
FINRA, Management, Securities, Corporate Governance, Corporate Law, Licensing, Securities Regulation, Legal Compliance, AML, Privacy Law, Regulations, Financial Regulation, FCPA, Cross-border..., Data Privacy, OFAC, Financial Services, Equities
Education
State University of New York at Buffalo
Juris Doctor, Law
State University of New York College at Buffalo
Bachelor of Arts (BA), Political Science
Marsh & McLennan Companies 2015 - Present
Axiom 2014 - 2015
Computershare/Georgeson Securities Corporation 2011 - 2013
BNY Mellon 2009 - 2011
MBSC Securities Corporation (Formerly Dreyfus Service Corp.) 2006 - 2011
BNY Mellon 2004 - 2009
BNY Mellon 1999 - 2004
New York Life Insurance Company 1998 - 1999
OppenheimerFunds 1995 - 1998
Prudential Financial 1988 - 1995
Skills
FINRA, Management, Securities, Corporate Governance, Corporate Law, Licensing, Securities Regulation, Legal Compliance, AML, Privacy Law, Regulations, Financial Regulation, FCPA, Cross-border..., Data Privacy, OFAC, Financial Services, Equities
Education
State University of New York at Buffalo
Juris Doctor, Law
State University of New York College at Buffalo
Bachelor of Arts (BA), Political Science
Bala V's OppenheimerFunds Experience August 2010 - August 2012
Job ETL Architect/Datawarehouse Lead at CSC
Industry Information Technology and Services
Experience
CSC September 2012 - Present
OppenheimerFunds August 2010 - August 2012
Freddie Mac April 2009 - July 2010
Grant Thornton LLP April 2008 - March 2009
T. Rowe Price January 2005 - March 2008
Texas A&M University-Kingsville September 2002 - December 2004
Texas Commission on Environmental Quality May 2004 - September 2004
India September 2000 - May 2002
Skills
Data Warehousing, Business Intelligence, ETL, Oracle, PL/SQL, Informatica, Full SDLC, Dimensional Modeling, Teradata, OBIEE, Data Warehouse..., OLAP, OLTP, Data Integration, Data Quality, Hadoop, Hive, Apache Pig, MapReduce, Big Data
Education
Texas A&M University-Kingsville 2002 — 2004
Master of Science (MS), Engineering
University of Madras 1996 — 2000
Bachelor's Degree, Engineering
CSC September 2012 - Present
OppenheimerFunds August 2010 - August 2012
Freddie Mac April 2009 - July 2010
Grant Thornton LLP April 2008 - March 2009
T. Rowe Price January 2005 - March 2008
Texas A&M University-Kingsville September 2002 - December 2004
Texas Commission on Environmental Quality May 2004 - September 2004
India September 2000 - May 2002
Skills
Data Warehousing, Business Intelligence, ETL, Oracle, PL/SQL, Informatica, Full SDLC, Dimensional Modeling, Teradata, OBIEE, Data Warehouse..., OLAP, OLTP, Data Integration, Data Quality, Hadoop, Hive, Apache Pig, MapReduce, Big Data
Education
Texas A&M University-Kingsville 2002 — 2004
Master of Science (MS), Engineering
University of Madras 1996 — 2000
Bachelor's Degree, Engineering
Holly Broussard's OppenheimerFunds Experience March 1999 - 2010
Job
Industry Financial Services
Experience
OppenheimerFunds March 1999 - 2010
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement
Education
Texas A&M University
Texas A&M University
Bachelor's degree, Political Science and Business Management
OppenheimerFunds March 1999 - 2010
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement
Education
Texas A&M University
Texas A&M University
Bachelor's degree, Political Science and Business Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY