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
Wesley Golie, CAIA Wesley Golie, CAIA's OppenheimerFunds Experience April 2014 - Present
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2014 - Present
OppenheimerFunds January 2007 - March 2014
OppenheimerFunds November 2003 - January 2006
Montana Commissioner of Securities and Insurance August 2002 - May 2003
Skills
Fixed Income, Mutual Funds, Securities, Capital Markets, Investments, Retirement, Retirement Planning, Derivatives
Education
The University of Montana - School of Business Administration 1998 — 2002
Business, Finance
OppenheimerFunds April 2014 - Present
OppenheimerFunds January 2007 - March 2014
OppenheimerFunds November 2003 - January 2006
Montana Commissioner of Securities and Insurance August 2002 - May 2003
Skills
Fixed Income, Mutual Funds, Securities, Capital Markets, Investments, Retirement, Retirement Planning, Derivatives
Education
The University of Montana - School of Business Administration 1998 — 2002
Business, Finance
John Klennert John Klennert's OppenheimerFunds Experience April 1993 - February 1994
Job CFO at Gonzales Consulting Services, Inc.
Industry Financial Services
Experience
Gonzales Consulting Services, Inc. July 2007 - Present
Gonzales Consulting Services, Inc. January 1999 - July 2007
Gonzales Consulting Services, Inc. September 1996 - January 1999
Clifton Gunderson LLP February 1995 - August 1996
Bondi & Co, LLC February 1994 - February 1995
OppenheimerFunds April 1993 - February 1994
OppenheimerFunds April 1992 - March 1993
OppenheimerFunds October 1990 - March 1992
Skills
Accounting, Human Resources, Financial Reporting, Mergers, Strategic Planning, Finance, Budgets, Financial Analysis, Managerial Finance, Forecasting, Payroll, Business Strategy
Education
The University of North Dakota 1985 — 1989
Bachelor of Science (B.S.), Accounting
Gonzales Consulting Services, Inc. July 2007 - Present
Gonzales Consulting Services, Inc. January 1999 - July 2007
Gonzales Consulting Services, Inc. September 1996 - January 1999
Clifton Gunderson LLP February 1995 - August 1996
Bondi & Co, LLC February 1994 - February 1995
OppenheimerFunds April 1993 - February 1994
OppenheimerFunds April 1992 - March 1993
OppenheimerFunds October 1990 - March 1992
Skills
Accounting, Human Resources, Financial Reporting, Mergers, Strategic Planning, Finance, Budgets, Financial Analysis, Managerial Finance, Forecasting, Payroll, Business Strategy
Education
The University of North Dakota 1985 — 1989
Bachelor of Science (B.S.), Accounting
Elizabeth Casswell Elizabeth Casswell's OppenheimerFunds Experience 1998 - 2002
Job Passionate nonprofit manager, activist, volunteer.
Industry Nonprofit Organization Management
Experience
AdvocacyDenver March 2014 - Present
AdvocacyDenver July 2013 - February 2014
Empowering Spirits Foundation, Inc. July 2009 - October 2013
Robert Half International June 2013 - September 2013
Neighborhood Housing Services of Birmingham July 2012 - May 2013
Maralyn Wilson/Maralyn Wilson Gallery/Framed by Maralyn Wilson June 2008 - May 2013
University of Alabama at Birmingham June 2011 - February 2013
Self Employed 2009 - June 2012
Full Life June 2005 - February 2008
OppenheimerFunds 1998 - 2002
Skills
Grant Writing, Volunteer Management, Event Management, Conference Presentations, Financial Managment, Staff Supervision, Staff Training, Non-profit..., Non-profit Marketing, Budget Development, Microsoft Office, Volunteer Recruiting, Social Media Marketing, Workers Compensation, Government Contracts, Diversity Training, Fundraising, Donor Management, Quickbooks, Mac OS X, Windows, Non-profit Development, Wireless Networking, Database Management, Paint Shop Pro, Gimp, Grant Management, Software Training, Press Releases, Public Speaking, Bookkeeping, Human Rights Advocacy, Real Estate Transactions, Microsoft Access, Prezi, SPSS, Government Grants, Equality & Diversity, Oppression and..., Grants, Organizational..., Professional Mentoring, Research, Nonprofits, Business Writing, Diversity & Inclusion, Leadership, Professional Writing, Program Development, Community Outreach
Education
University of Alabama at Birmingham 2009 — 2013
Bachelor of Arts (B.A.), Non-Profit/Public/Organizational Management, Sociology, 4.0
AdvocacyDenver March 2014 - Present
AdvocacyDenver July 2013 - February 2014
Empowering Spirits Foundation, Inc. July 2009 - October 2013
Robert Half International June 2013 - September 2013
Neighborhood Housing Services of Birmingham July 2012 - May 2013
Maralyn Wilson/Maralyn Wilson Gallery/Framed by Maralyn Wilson June 2008 - May 2013
University of Alabama at Birmingham June 2011 - February 2013
Self Employed 2009 - June 2012
Full Life June 2005 - February 2008
OppenheimerFunds 1998 - 2002
Skills
Grant Writing, Volunteer Management, Event Management, Conference Presentations, Financial Managment, Staff Supervision, Staff Training, Non-profit..., Non-profit Marketing, Budget Development, Microsoft Office, Volunteer Recruiting, Social Media Marketing, Workers Compensation, Government Contracts, Diversity Training, Fundraising, Donor Management, Quickbooks, Mac OS X, Windows, Non-profit Development, Wireless Networking, Database Management, Paint Shop Pro, Gimp, Grant Management, Software Training, Press Releases, Public Speaking, Bookkeeping, Human Rights Advocacy, Real Estate Transactions, Microsoft Access, Prezi, SPSS, Government Grants, Equality & Diversity, Oppression and..., Grants, Organizational..., Professional Mentoring, Research, Nonprofits, Business Writing, Diversity & Inclusion, Leadership, Professional Writing, Program Development, Community Outreach
Education
University of Alabama at Birmingham 2009 — 2013
Bachelor of Arts (B.A.), Non-Profit/Public/Organizational Management, Sociology, 4.0
Roger Sperlbaum Roger Sperlbaum's OppenheimerFunds Experience December 2006 - August 2009
Job Managing Member at CBRS CPA Group
Industry Accounting
Experience
CBRS CPA Group January 2013 - Present
Roger D. Sperlbaum, CPA January 2000 - Present
Human Movement Management March 2010 - October 2012
OppenheimerFunds December 2006 - August 2009
PricewaterhouseCoopers December 2005 - December 2006
Pulte Homes July 2004 - December 2005
Pulte Homes October 2003 - July 2004
Plante and Moran April 2001 - October 2003
Skills
Tax, Due Diligence, Mergers, Auditing, Audit, Accounting, Reviews, Compilation, Tax Law, Small Business..., Financial Reporting, Mergers & Acquisitions, Tax Preparation, Budgets, General Ledger, CPA, Corporate Tax, Forecasting
Education
University of Colorado at Boulder 2009 — 2012
Juris Doctorate, Law
Western Michigan University - Haworth College of Business 1998 — 2001
BBA, Accountancy
CBRS CPA Group January 2013 - Present
Roger D. Sperlbaum, CPA January 2000 - Present
Human Movement Management March 2010 - October 2012
OppenheimerFunds December 2006 - August 2009
PricewaterhouseCoopers December 2005 - December 2006
Pulte Homes July 2004 - December 2005
Pulte Homes October 2003 - July 2004
Plante and Moran April 2001 - October 2003
Skills
Tax, Due Diligence, Mergers, Auditing, Audit, Accounting, Reviews, Compilation, Tax Law, Small Business..., Financial Reporting, Mergers & Acquisitions, Tax Preparation, Budgets, General Ledger, CPA, Corporate Tax, Forecasting
Education
University of Colorado at Boulder 2009 — 2012
Juris Doctorate, Law
Western Michigan University - Haworth College of Business 1998 — 2001
BBA, Accountancy
Carole Sumption Carole Sumption's OppenheimerFunds Experience 2006 - 2008
Job Human Resources Leader
Industry Financial Services
Experience
Pinnacol Assurance September 2008 - December 2014
OppenheimerFunds 2006 - 2008
MAXIMUS 2003 - 2006
First Data Corporation 1999 - 2003
Synovus October 1993 - June 1999
Skills
Process Improvement, Employee Relations, Talent Management, Performance Management, Workers Compensation, Human Resources, Benefits Administration, Customer Service, Employee Benefits, Leadership Development, Training, HRIS, Change Management, Team Building, Program Management, Organizational..., Leadership, Strategic Planning, Management, Organizational Design, Onboarding, Strategy, Succession Planning, Employee Engagement, Coaching, Personnel Management, Workforce Planning, Talent Acquisition, Vendor Management
Education
University of Bridgeport 1990 — 1992
MS
University of New Hampshire 1975 — 1978
Bachelor of Arts
Pinnacol Assurance September 2008 - December 2014
OppenheimerFunds 2006 - 2008
MAXIMUS 2003 - 2006
First Data Corporation 1999 - 2003
Synovus October 1993 - June 1999
Skills
Process Improvement, Employee Relations, Talent Management, Performance Management, Workers Compensation, Human Resources, Benefits Administration, Customer Service, Employee Benefits, Leadership Development, Training, HRIS, Change Management, Team Building, Program Management, Organizational..., Leadership, Strategic Planning, Management, Organizational Design, Onboarding, Strategy, Succession Planning, Employee Engagement, Coaching, Personnel Management, Workforce Planning, Talent Acquisition, Vendor Management
Education
University of Bridgeport 1990 — 1992
MS
University of New Hampshire 1975 — 1978
Bachelor of Arts
Jon Champ, CFE Jon Champ, CFE's OppenheimerFunds Experience October 2010 - Present
Job Internal Auditor at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2010 - Present
OppenheimerFunds January 1996 - October 2010
Skills
Series 7, Series 26, Capital Markets, Mutual Funds, FINRA, Fraud, Investments, Financial Risk, Equities, Financial Services, Internal Audit, Asset Management, Analysis, Management, Risk Management, Financial Analysis, Securities, Bloomberg, Alternative Investments, Project Management, Relationship Management, Series 6
Education
University of Colorado Boulder 1993 — 1995
BS, Journalism and Mass Communication
OppenheimerFunds October 2010 - Present
OppenheimerFunds January 1996 - October 2010
Skills
Series 7, Series 26, Capital Markets, Mutual Funds, FINRA, Fraud, Investments, Financial Risk, Equities, Financial Services, Internal Audit, Asset Management, Analysis, Management, Risk Management, Financial Analysis, Securities, Bloomberg, Alternative Investments, Project Management, Relationship Management, Series 6
Education
University of Colorado Boulder 1993 — 1995
BS, Journalism and Mass Communication
Edouard de Courreges Edouard de Courreges's OppenheimerFunds Experience June 2012 - August 2012
Job Research Management Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2015 - Present
Goldman Sachs April 2014 - February 2015
OppenheimerFunds June 2012 - August 2012
US Army December 2009 - March 2011
US Army September 2008 - November 2009
US Army September 2006 - August 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, History
The Taft School 1999 — 2002
Morgan Stanley March 2015 - Present
Goldman Sachs April 2014 - February 2015
OppenheimerFunds June 2012 - August 2012
US Army December 2009 - March 2011
US Army September 2008 - November 2009
US Army September 2006 - August 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, History
The Taft School 1999 — 2002
Rashad Khan Rashad Khan's OppenheimerFunds Experience November 2008 - November 2009
Job Partner & General Manager
Industry Restaurants
Experience
Curry n Kebob March 2013 - Present
GutCheck March 2014 - August 2015
GHX September 2013 - March 2014
Arrow Electronics November 2012 - March 2013
ServiceSource September 2011 - December 2012
ServiceSource November 2009 - September 2011
OppenheimerFunds November 2008 - November 2009
Beverage Distributors May 2008 - November 2008
Skills
CRM, Account Management, Solution Selling, Sales, Customer Service, Sales Management, Direct Sales, Salesforce.com, Sales Operations, Product Marketing, Team Leadership, Sales Process, Call Centers, New Business Development, Siebel, Microsoft CRM, Channel Partners, Data Analysis, Call Center, Customer Satisfaction, CSCC, CCSE, Channel Sales, Channel Optimization, Product Training, Market Intelligence, Salesforce.com..., Business Strategy, Business Analysis
Education
University of Colorado Boulder
B.A, Psychology
Curry n Kebob March 2013 - Present
GutCheck March 2014 - August 2015
GHX September 2013 - March 2014
Arrow Electronics November 2012 - March 2013
ServiceSource September 2011 - December 2012
ServiceSource November 2009 - September 2011
OppenheimerFunds November 2008 - November 2009
Beverage Distributors May 2008 - November 2008
Skills
CRM, Account Management, Solution Selling, Sales, Customer Service, Sales Management, Direct Sales, Salesforce.com, Sales Operations, Product Marketing, Team Leadership, Sales Process, Call Centers, New Business Development, Siebel, Microsoft CRM, Channel Partners, Data Analysis, Call Center, Customer Satisfaction, CSCC, CCSE, Channel Sales, Channel Optimization, Product Training, Market Intelligence, Salesforce.com..., Business Strategy, Business Analysis
Education
University of Colorado Boulder
B.A, Psychology
Jean Herold Jean Herold's OppenheimerFunds Experience July 2014 - Present
Job Assistant Supervisor at Oppenheimer
Industry Financial Services
Experience
OppenheimerFunds July 2014 - Present
Macy's January 2013 - June 2014
Macy's June 2012 - January 2013
Kaiser Permanente May 2011 - August 2011
Sponsors for Educational Opportunity May 2011 - August 2011
Skills
Customer Service, Microsoft Word, PowerPoint, Teamwork, Community Outreach, Team Building, Management, Team Leadership, Sales, Fundraising, Hiring, Team Management, Performance Management, Strategic Planning, Coaching, Employee Relations, Business Strategy, Strategy, Event Planning, Organizational..., Retail, Written & Oral..., Time Management, Training, Spanish, Interviews, Strategic Consulting, Leadership, Analysis, Forecasting, Data Analysis, Market Research, Project Management, Business Analysis, Research, Process Improvement
Education
University of Arizona 2007 — 2012
Bachelor of Science, Business Administration; Marketing
Yazigi 2010 — 2010
Portuguese Language and Literature
University High School
High School Diploma
OppenheimerFunds July 2014 - Present
Macy's January 2013 - June 2014
Macy's June 2012 - January 2013
Kaiser Permanente May 2011 - August 2011
Sponsors for Educational Opportunity May 2011 - August 2011
Skills
Customer Service, Microsoft Word, PowerPoint, Teamwork, Community Outreach, Team Building, Management, Team Leadership, Sales, Fundraising, Hiring, Team Management, Performance Management, Strategic Planning, Coaching, Employee Relations, Business Strategy, Strategy, Event Planning, Organizational..., Retail, Written & Oral..., Time Management, Training, Spanish, Interviews, Strategic Consulting, Leadership, Analysis, Forecasting, Data Analysis, Market Research, Project Management, Business Analysis, Research, Process Improvement
Education
University of Arizona 2007 — 2012
Bachelor of Science, Business Administration; Marketing
Yazigi 2010 — 2010
Portuguese Language and Literature
University High School
High School Diploma
Greg Farley Greg Farley's OppenheimerFunds Experience 1990 - 1995
Job Financial Services Professional/Wholesaler
Industry Financial Services
Experience
Transamerica Capital Management September 2007 - Present
Sun Life Financial February 2006 - June 2007
SECURIAN Financial Group February 2002 - February 2006
Allstate Financial Services December 1998 - February 2002
AXA Distributors 1997 - 1999
Fortis Financial Group 1996 - 1998
OppenheimerFunds 1990 - 1995
Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities
Education
University of St. Thomas 1980 — 1983
BA, Journalism
The University of North Dakota 1979 — 1980
Transferred, Journalism/Finance
Transamerica Capital Management September 2007 - Present
Sun Life Financial February 2006 - June 2007
SECURIAN Financial Group February 2002 - February 2006
Allstate Financial Services December 1998 - February 2002
AXA Distributors 1997 - 1999
Fortis Financial Group 1996 - 1998
OppenheimerFunds 1990 - 1995
Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities
Education
University of St. Thomas 1980 — 1983
BA, Journalism
The University of North Dakota 1979 — 1980
Transferred, Journalism/Finance
Chad Oliver, CFA Chad Oliver, CFA's OppenheimerFunds Experience June 2013 - September 2013
Job Associate at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management August 2014 - Present
OppenheimerFunds June 2013 - September 2013
HBK Capital Management July 2007 - December 2011
Skills
Investments, Financial Analysis, Hedge Funds, Financial Modeling, Investment Management, Analysis, Risk Management, Fixed Income, Equities, Matlab, R
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Oklahoma 2003 — 2007
Bachelor of Business Administration (B.B.A.), Summa cum laude
UBS Global Asset Management August 2014 - Present
OppenheimerFunds June 2013 - September 2013
HBK Capital Management July 2007 - December 2011
Skills
Investments, Financial Analysis, Hedge Funds, Financial Modeling, Investment Management, Analysis, Risk Management, Fixed Income, Equities, Matlab, R
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Oklahoma 2003 — 2007
Bachelor of Business Administration (B.B.A.), Summa cum laude
Chris Osmond, CFP® Chris Osmond, CFP®'s OppenheimerFunds Experience August 2004 - January 2006
Job Director of Investments at BMO Harris Private Bank
Industry Financial Services
Experience
BMO Harris Private Banking January 2015 - Present
US Bank 2012 - 2014
Northern Trust 2006 - 2011
OppenheimerFunds August 2004 - January 2006
Skills
Portfolio Management, Asset Allocation, Wealth Management, Series 7, Investment Strategies, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Retirement Planning, Certified Financial..., Banking, Investments, Finance, Financial Planning
Education
University of Arizona 2000 — 2004
Bachelor of Science (BS), Finance, General
University of Arizona
Bachelor of Applied Science (B.A.Sc.), Finance, General
BMO Harris Private Banking January 2015 - Present
US Bank 2012 - 2014
Northern Trust 2006 - 2011
OppenheimerFunds August 2004 - January 2006
Skills
Portfolio Management, Asset Allocation, Wealth Management, Series 7, Investment Strategies, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Retirement Planning, Certified Financial..., Banking, Investments, Finance, Financial Planning
Education
University of Arizona 2000 — 2004
Bachelor of Science (BS), Finance, General
University of Arizona
Bachelor of Applied Science (B.A.Sc.), Finance, General
Sam O'Connell Sam O'Connell's OppenheimerFunds Experience January 2015 - Present
Job Internal Wholesaler at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds April 2014 - December 2014
Global Arena Capital Corp. August 2013 - February 2014
NYS Department of Environmental Conservation January 2013 - March 2013
Main Beach July 2012 - September 2012
Montauk Catamaran Company June 2012 - July 2012
Saratoga Performing Arts Center June 2011 - September 2011
Lifebulb December 2010 - December 2010
Union College January 2010 - March 2010
Fieldwork New York Inc June 2009 - September 2009
Skills
Marketing, Analysis, Research, Editing, Market Research, Fundraising, Economics, Press Releases, PowerPoint, Microsoft Excel, Microsoft Word, Environmental Awareness, Microsoft Office, Facebook, Social Media, Social Networking, Data Analysis, Customer Service, Teamwork, Financial Analysis, Series 7
Education
Union College 2009 — 2013
Bachelor of Arts (BA), Economics/Environmental Studies, 3.3
Union College 2009 — 2013
Bachelor of Arts, Managerial Economics and Environmental Policy
OppenheimerFunds January 2015 - Present
OppenheimerFunds April 2014 - December 2014
Global Arena Capital Corp. August 2013 - February 2014
NYS Department of Environmental Conservation January 2013 - March 2013
Main Beach July 2012 - September 2012
Montauk Catamaran Company June 2012 - July 2012
Saratoga Performing Arts Center June 2011 - September 2011
Lifebulb December 2010 - December 2010
Union College January 2010 - March 2010
Fieldwork New York Inc June 2009 - September 2009
Skills
Marketing, Analysis, Research, Editing, Market Research, Fundraising, Economics, Press Releases, PowerPoint, Microsoft Excel, Microsoft Word, Environmental Awareness, Microsoft Office, Facebook, Social Media, Social Networking, Data Analysis, Customer Service, Teamwork, Financial Analysis, Series 7
Education
Union College 2009 — 2013
Bachelor of Arts (BA), Economics/Environmental Studies, 3.3
Union College 2009 — 2013
Bachelor of Arts, Managerial Economics and Environmental Policy
evangeline draper's OppenheimerFunds Experience June 2009 - December 2009
Job Sr. Executive Assistant Currently Exploring New Professional Opportunitues
Industry Executive Office
Experience
Exploring New Professional Opportunitues January 2013 - Present
Robert Half/Office Team Staffing March 2009 - January 2010
OppenheimerFunds June 2009 - December 2009
Moody's Investors Service April 2009 - May 2009
Medina Consultants April 2008 - November 2008
Medina Consultants April 2008 - November 2008
Robert Half/Office Team Staffing December 2007 - March 2008
Comforce Staffing January 2005 - November 2007
Dept. of Parks & Recreation January 2003 - October 2004
Concera Corporation August 2001 - May 2002
Skills
Microsoft Office Suite, Outlook, Concur, Event Planning, Access, Purchasing, Mac, Deltek, Travel Arrangements, Administrative..., Spreadsheets, Calendaring, Data Entry
Education
United States Air Force Comand Control Systems Operations 1C3X1 Command Post 1989 — 1989
Command and Control Systems Operator 1C3X1 Command Post/TS SCI Clearance, Command and Control Systems Operations
United States Air Force Personnel Specialist Academy 1982 — 1982
Personnel Specialist, Human Resources Management/Personnel Administration, n/a
State University of New York at Buffalo 1979 — 1980
n/a, Business Law
United States Security Police Academy 1975 — 1975
Security Police Specialist, Crminal Justice, combat warfare, weapons, law enforcement
Exploring New Professional Opportunitues January 2013 - Present
Robert Half/Office Team Staffing March 2009 - January 2010
OppenheimerFunds June 2009 - December 2009
Moody's Investors Service April 2009 - May 2009
Medina Consultants April 2008 - November 2008
Medina Consultants April 2008 - November 2008
Robert Half/Office Team Staffing December 2007 - March 2008
Comforce Staffing January 2005 - November 2007
Dept. of Parks & Recreation January 2003 - October 2004
Concera Corporation August 2001 - May 2002
Skills
Microsoft Office Suite, Outlook, Concur, Event Planning, Access, Purchasing, Mac, Deltek, Travel Arrangements, Administrative..., Spreadsheets, Calendaring, Data Entry
Education
United States Air Force Comand Control Systems Operations 1C3X1 Command Post 1989 — 1989
Command and Control Systems Operator 1C3X1 Command Post/TS SCI Clearance, Command and Control Systems Operations
United States Air Force Personnel Specialist Academy 1982 — 1982
Personnel Specialist, Human Resources Management/Personnel Administration, n/a
State University of New York at Buffalo 1979 — 1980
n/a, Business Law
United States Security Police Academy 1975 — 1975
Security Police Specialist, Crminal Justice, combat warfare, weapons, law enforcement
Huston Stewart, AAMS®, CRPC® Huston Stewart, AAMS®, CRPC®'s OppenheimerFunds Experience November 2008 - October 2012
Job Senior Vice President, Southeast Regional Sales Director at NorthCoast Asset Management
Industry Financial Services
Experience
NorthCoast Asset Management March 2014 - Present
RidgeWorth Investments November 2012 - February 2014
OppenheimerFunds November 2008 - October 2012
J.P. Morgan February 2005 - November 2008
UBS Wealth Management August 2002 - February 2005
Opal Financial Group September 2001 - August 2002
Skills
Series 7, series 66, Accredited Asset..., Chartered Retirement..., Mutual Funds, Financial Advisory, Fixed Income, Sales, Business Development, Separately Managed..., Investments, Financial Services, Series 63, Financial Analysis, Equities, Asset Management, Retirement
Education
University of Alabama 1995 — 2000
B.A, Advertising
The Bolles School 1989 — 1995
NorthCoast Asset Management March 2014 - Present
RidgeWorth Investments November 2012 - February 2014
OppenheimerFunds November 2008 - October 2012
J.P. Morgan February 2005 - November 2008
UBS Wealth Management August 2002 - February 2005
Opal Financial Group September 2001 - August 2002
Skills
Series 7, series 66, Accredited Asset..., Chartered Retirement..., Mutual Funds, Financial Advisory, Fixed Income, Sales, Business Development, Separately Managed..., Investments, Financial Services, Series 63, Financial Analysis, Equities, Asset Management, Retirement
Education
University of Alabama 1995 — 2000
B.A, Advertising
The Bolles School 1989 — 1995
Phillip Gillespie's OppenheimerFunds Experience May 2004 - May 2008
Job General Counsel and Executive Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2008 - Present
OppenheimerFunds May 2004 - May 2008
Merrill Lynch Investment Managers 1997 - 2004
Education
Tulane Law School 1987 — 1990
Doctor of Law (J.D.), Law
Georgetown University 1982 — 1986
BSFS, International Relations and Affairs
State Street Global Advisors June 2008 - Present
OppenheimerFunds May 2004 - May 2008
Merrill Lynch Investment Managers 1997 - 2004
Education
Tulane Law School 1987 — 1990
Doctor of Law (J.D.), Law
Georgetown University 1982 — 1986
BSFS, International Relations and Affairs
Alakh Niranajan Singh, CFA® Alakh Niranajan Singh, CFA®'s OppenheimerFunds Experience April 2015 - Present
Job Investment Performance, Attribution and Manager Evaluation Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
EXL Service June 2014 - April 2015
Deutsche Bank January 2014 - April 2014
CFA Society and BNYMellon December 2011 - August 2013
Morgan Stanley Smith Barney October 2009 - December 2010
Broadridge December 2008 - 2009
AIG Global Investment Group December 2007 - September 2008
Bank of New York Mellon March 2007 - February 2008
Fidelity Investments November 2006 - February 2007
Government of India, Ministry of Finance November 2004 - August 2005
Skills
Finance, Economics, Information Technology, Macro, Fixed Income, Derivatives, Portfolio Management, Trading, Performance Attribution, Asset Managment, Corporate Finance, Financial Modeling, Equities, Investments, Valuation, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Hedge Funds, Financial Analysis, Commodity, Risk Management, Asset Management, Investment Banking, Equity Research
Education
CFA Institute 2012 — 2015
CFA, Finance
Thunderbird School of Global Management 2005 — 2006
MBA, International Finance
The University of Connecticut 1999 — 2002
PhD Drop out, Economics
University of Bradford 1998 — 1999
MSc, Macroeconomics & Project Planning
ISTM
OppenheimerFunds April 2015 - Present
EXL Service June 2014 - April 2015
Deutsche Bank January 2014 - April 2014
CFA Society and BNYMellon December 2011 - August 2013
Morgan Stanley Smith Barney October 2009 - December 2010
Broadridge December 2008 - 2009
AIG Global Investment Group December 2007 - September 2008
Bank of New York Mellon March 2007 - February 2008
Fidelity Investments November 2006 - February 2007
Government of India, Ministry of Finance November 2004 - August 2005
Skills
Finance, Economics, Information Technology, Macro, Fixed Income, Derivatives, Portfolio Management, Trading, Performance Attribution, Asset Managment, Corporate Finance, Financial Modeling, Equities, Investments, Valuation, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Hedge Funds, Financial Analysis, Commodity, Risk Management, Asset Management, Investment Banking, Equity Research
Education
CFA Institute 2012 — 2015
CFA, Finance
Thunderbird School of Global Management 2005 — 2006
MBA, International Finance
The University of Connecticut 1999 — 2002
PhD Drop out, Economics
University of Bradford 1998 — 1999
MSc, Macroeconomics & Project Planning
ISTM
Saad Belbagri's OppenheimerFunds Experience September 2012 - Present
Job Experienced Business Intelligence Professional
Industry Financial Services
Experience
OppenheimerFunds September 2012 - Present
Pfizer October 2009 - August 2012
Hoffmann-La Roche February 2007 - August 2009
University of Konstanz April 2006 - December 2006
Siemens April 2004 - October 2005
University of Konstanz January 2003 - March 2004
Sunways AG April 2002 - December 2002
ArcelorMittal March 2001 - July 2001
Skills
Business Intelligence, Data Warehousing, Data Integration, Databases, Change Management, Integration, ETL, Governance, Process Improvement, Informatica, Data Warehouse..., Solution Architecture, Analytics, Data Visualization, Spotfire, Tableau, Relational Data Modeling, OLAP, Cognos, Microstrategy, Business Objects, Oracle, Microsoft SQL Server, MySQL, Teradata Data Warehouse, Big Data, Salesforce.com, Business Analysis, Data Virtualization, Dimensional Modeling, Data Quality, SDLC, Testing, Master Data Management, CRM, Project/Program..., Strategic Planning &..., RFP, OBIEE, Data Modeling, PL/SQL, Dashboard, Business Analytics, Data Marts, SQL, Requirements Analysis, Consulting, Multi-channel Marketing, Multi-channel Campaign..., Management
Education
Universität Konstanz 2002 — 2006
Bachelor of science
OppenheimerFunds September 2012 - Present
Pfizer October 2009 - August 2012
Hoffmann-La Roche February 2007 - August 2009
University of Konstanz April 2006 - December 2006
Siemens April 2004 - October 2005
University of Konstanz January 2003 - March 2004
Sunways AG April 2002 - December 2002
ArcelorMittal March 2001 - July 2001
Skills
Business Intelligence, Data Warehousing, Data Integration, Databases, Change Management, Integration, ETL, Governance, Process Improvement, Informatica, Data Warehouse..., Solution Architecture, Analytics, Data Visualization, Spotfire, Tableau, Relational Data Modeling, OLAP, Cognos, Microstrategy, Business Objects, Oracle, Microsoft SQL Server, MySQL, Teradata Data Warehouse, Big Data, Salesforce.com, Business Analysis, Data Virtualization, Dimensional Modeling, Data Quality, SDLC, Testing, Master Data Management, CRM, Project/Program..., Strategic Planning &..., RFP, OBIEE, Data Modeling, PL/SQL, Dashboard, Business Analytics, Data Marts, SQL, Requirements Analysis, Consulting, Multi-channel Marketing, Multi-channel Campaign..., Management
Education
Universität Konstanz 2002 — 2006
Bachelor of science
Daniel T. Stark, CFA Daniel T. Stark, CFA's OppenheimerFunds Experience October 2014 - Present
Job Senior Treasury Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2014 - Present
Meyers, Harrison & Pia, LLC July 2011 - October 2014
Counseling Program for Intercollegiate Athletes January 2010 - May 2011
Skills
Business Valuation, Financial Modeling, Valuation, Investments, Finance, Auditing, Financial Analysis, Microsoft Excel, Hedging, ESOP, Bloomberg, FactSet, Spotfire
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science in Business, Magna Cum Laude, Finance
OppenheimerFunds October 2014 - Present
Meyers, Harrison & Pia, LLC July 2011 - October 2014
Counseling Program for Intercollegiate Athletes January 2010 - May 2011
Skills
Business Valuation, Financial Modeling, Valuation, Investments, Finance, Auditing, Financial Analysis, Microsoft Excel, Hedging, ESOP, Bloomberg, FactSet, Spotfire
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science in Business, Magna Cum Laude, Finance
Montana Low Montana Low's OppenheimerFunds Experience 1997 - 2005
Job Vice President, Keeley Investment Corp. / Southeast Region
Industry Financial Services
Experience
Keeley Funds / Chicago 2013 - Present
Polen Capital Management 2011 - 2013
Cornerstone Real Estate Funds 2007 - 2011
GE Asset Management 2007 - 2007
AllianceBernstein 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Business Development, Mutual Funds, Investments, Series 7, Selling, Series 63, Asset Allocation, Start-ups, Portfolio Management, Account Management, Strategic Partnerships, Sales Presentations, Asset Management, Alternative Investments, Product Marketing, New Business Development, Marketing, Training, Wealth Management, Sales Operations, Relationship Management, Separately Managed..., ETFs, Insurance, Fixed Annuities, Financial Advisory, Series 6, Variable Annuities, Investment Management, Investment Strategies, Investment Advisory, FINRA, Series 65, 401k, Securities, Retirement, Retirement Planning, Uniform Combined State..., Series 24, IRAs, Hedge Funds, Equities, Financial Services, Fixed Income, Strategic Financial..., Bonds, Wealth Management..., Wealth, High Net Worth..., Sales
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics / Business
Bay Shore High School 1985 — 1988
Honors, General Studies
Keeley Funds / Chicago 2013 - Present
Polen Capital Management 2011 - 2013
Cornerstone Real Estate Funds 2007 - 2011
GE Asset Management 2007 - 2007
AllianceBernstein 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Business Development, Mutual Funds, Investments, Series 7, Selling, Series 63, Asset Allocation, Start-ups, Portfolio Management, Account Management, Strategic Partnerships, Sales Presentations, Asset Management, Alternative Investments, Product Marketing, New Business Development, Marketing, Training, Wealth Management, Sales Operations, Relationship Management, Separately Managed..., ETFs, Insurance, Fixed Annuities, Financial Advisory, Series 6, Variable Annuities, Investment Management, Investment Strategies, Investment Advisory, FINRA, Series 65, 401k, Securities, Retirement, Retirement Planning, Uniform Combined State..., Series 24, IRAs, Hedge Funds, Equities, Financial Services, Fixed Income, Strategic Financial..., Bonds, Wealth Management..., Wealth, High Net Worth..., Sales
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics / Business
Bay Shore High School 1985 — 1988
Honors, General Studies
Victoria Frey Victoria Frey's OppenheimerFunds Experience 2003 - 2005
Job AVP National Accounts Relationship Manager at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds, Inc. 2005 - Present
OppenheimerFunds 2003 - 2005
OppenheimerFunds May 1996 - 2003
Skills
Relationship Management, 401k, Retirement, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Wealth Management, Financial Services, Fixed Income, Defined Benefit
Education
The University of New Mexico
OppenheimerFunds, Inc. 2005 - Present
OppenheimerFunds 2003 - 2005
OppenheimerFunds May 1996 - 2003
Skills
Relationship Management, 401k, Retirement, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Wealth Management, Financial Services, Fixed Income, Defined Benefit
Education
The University of New Mexico
Andrew Stuper Andrew Stuper's OppenheimerFunds Experience 2010 - October 2010
Job Project Manager & Consultant at Epic
Industry Marketing and Advertising
Experience
Epic October 2010 - Present
OppenheimerFunds 2010 - October 2010
Red Bull & Steinbeis Center of Management and Technology August 2010 - August 2010
Six88 Solutions May 2009 - September 2009
Kappa Sigma Fraternity August 2007 - January 2009
Bisnow June 2008 - August 2008
Education
University of Colorado Boulder 2005 — 2008
B.S. Business Administration, Marketing
Tulane University - A.B. Freeman School of Business
Epic October 2010 - Present
OppenheimerFunds 2010 - October 2010
Red Bull & Steinbeis Center of Management and Technology August 2010 - August 2010
Six88 Solutions May 2009 - September 2009
Kappa Sigma Fraternity August 2007 - January 2009
Bisnow June 2008 - August 2008
Education
University of Colorado Boulder 2005 — 2008
B.S. Business Administration, Marketing
Tulane University - A.B. Freeman School of Business
Ross Burkstaller Ross Burkstaller's OppenheimerFunds Experience December 2011 - December 2012
Job Director of Development College of Nursing at University of New Mexico Foundation
Industry Financial Services
Experience
University of New Mexico Foundation May 2013 - October 2014
OppenheimerFunds December 2011 - December 2012
OppenheimerFunds July 2007 - November 2011
OppenheimerFunds February 2005 - June 2007
State Street August 2002 - January 2005
State Farm Insurance May 1998 - July 2002
State Farm Insurance February 1992 - April 1998
Northwestern Mutual February 1991 - January 1992
Skills
Relationship Management, Business Development, Sales and Marketing, Program Management, Project Management, Strategic Planning, Community Outreach, Mutual Funds, Series 6, Investments, Series 63, Series 7, Financial Services, Wealth Management, Marketing Strategy, Securities
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
The University of New Mexico 1984 — 1991
Bachelor of Science (BS)
University of New Mexico Foundation May 2013 - October 2014
OppenheimerFunds December 2011 - December 2012
OppenheimerFunds July 2007 - November 2011
OppenheimerFunds February 2005 - June 2007
State Street August 2002 - January 2005
State Farm Insurance May 1998 - July 2002
State Farm Insurance February 1992 - April 1998
Northwestern Mutual February 1991 - January 1992
Skills
Relationship Management, Business Development, Sales and Marketing, Program Management, Project Management, Strategic Planning, Community Outreach, Mutual Funds, Series 6, Investments, Series 63, Series 7, Financial Services, Wealth Management, Marketing Strategy, Securities
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
The University of New Mexico 1984 — 1991
Bachelor of Science (BS)
Frank Gaffney Frank Gaffney's OppenheimerFunds Experience March 1992 - March 1994
Job Vice President Alternative Investment Products at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation November 2010 - Present
BTR Consulting Services LLC February 2009 - December 2010
Dividend Capital 2004 - 2009
Founders Asset Management April 1994 - December 2003
OppenheimerFunds March 1992 - March 1994
Sprint 1986 - 1992
Skills
Portfolio Management, Alternative Investments, Securities, Leadership, Investments, Hedge Funds, Mutual Funds, Asset Management, Fund Accounting, Equities, Management, Financial Services, Trading, Finance
Education
University at Albany, SUNY 1981 — 1982
MBA, Management Information Systems
The Depository Trust & Clearing Corporation November 2010 - Present
BTR Consulting Services LLC February 2009 - December 2010
Dividend Capital 2004 - 2009
Founders Asset Management April 1994 - December 2003
OppenheimerFunds March 1992 - March 1994
Sprint 1986 - 1992
Skills
Portfolio Management, Alternative Investments, Securities, Leadership, Investments, Hedge Funds, Mutual Funds, Asset Management, Fund Accounting, Equities, Management, Financial Services, Trading, Finance
Education
University at Albany, SUNY 1981 — 1982
MBA, Management Information Systems
Puppe, Gail Puppe, Gail's OppenheimerFunds Experience October 1983 - January 2009
Job Assoc Sys Admin at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 1983 - January 2009
Education
The University of North Dakota 1979 — 1982
OppenheimerFunds October 1983 - January 2009
Education
The University of North Dakota 1979 — 1982
Rudi Schadt Rudi Schadt's OppenheimerFunds Experience February 2002 - January 2009
Job Head of Alternative Risk at Invesco
Industry Investment Management
Experience
Invesco Ltd. September 2010 - Present
OppenheimerFunds February 2002 - January 2009
UBS Global Asset Management (Brinson) September 2000 - April 2001
State Street Global Advisors May 1997 - August 2000
SMU Cox School of Business August 1995 - April 1997
Commerz International Capital Management February 1988 - September 1990
Commerzbank January 1985 - January 1988
Skills
Global Asset Allocation, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Equities, Tactical Asset...
Education
The University of Chicago Booth School of Business 1990 — 1995
PhD, Finance
University of Mannheim 1981 — 1983
Diplom / Masters, Economics
University of California, Los Angeles 1979 — 1980
PhD - course work, Economics
University of Colorado Boulder 1978 — 1979
Masters, not complete, Economics, Journalism
Invesco Ltd. September 2010 - Present
OppenheimerFunds February 2002 - January 2009
UBS Global Asset Management (Brinson) September 2000 - April 2001
State Street Global Advisors May 1997 - August 2000
SMU Cox School of Business August 1995 - April 1997
Commerz International Capital Management February 1988 - September 1990
Commerzbank January 1985 - January 1988
Skills
Global Asset Allocation, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Equities, Tactical Asset...
Education
The University of Chicago Booth School of Business 1990 — 1995
PhD, Finance
University of Mannheim 1981 — 1983
Diplom / Masters, Economics
University of California, Los Angeles 1979 — 1980
PhD - course work, Economics
University of Colorado Boulder 1978 — 1979
Masters, not complete, Economics, Journalism
Erin (Brunswick) Gallego Erin (Brunswick) Gallego's OppenheimerFunds Experience August 2007 - June 2015
Job Senior Designer
Industry Graphic Design
Experience
Towers Watson September 2015 - Present
OppenheimerFunds August 2007 - June 2015
SanovaWorks August 2006 - August 2007
Infographics, Inc. August 2001 - October 2005
CleverDesign - CorchiaWolinerRhoda February 2000 - October 2000
CleverDesign - CorchiaWolinerRhoda August 1997 - February 2000
Skills
Graphic Design, Corporate Branding, Interaction Design, Branding & Identity, Logo Design, Web Design, Mobile Design, Exhibit Design, Adobe Creative Suite, Typography, PowerPoint, Trial Exhibits, Photoshop, InDesign, Illustrator, Adobe Fireworks, Photography, Art Direction, User Experience
Education
University of Cincinnati
Bachelor's Degree, Graphic Design
Towers Watson September 2015 - Present
OppenheimerFunds August 2007 - June 2015
SanovaWorks August 2006 - August 2007
Infographics, Inc. August 2001 - October 2005
CleverDesign - CorchiaWolinerRhoda February 2000 - October 2000
CleverDesign - CorchiaWolinerRhoda August 1997 - February 2000
Skills
Graphic Design, Corporate Branding, Interaction Design, Branding & Identity, Logo Design, Web Design, Mobile Design, Exhibit Design, Adobe Creative Suite, Typography, PowerPoint, Trial Exhibits, Photoshop, InDesign, Illustrator, Adobe Fireworks, Photography, Art Direction, User Experience
Education
University of Cincinnati
Bachelor's Degree, Graphic Design
Tammy Mankie Tammy Mankie's OppenheimerFunds Experience April 1998 - September 2010
Job Tax Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman September 2010 - March 2013
OppenheimerFunds April 1998 - September 2010
TCF Bank April 1997 - April 1998
Skills
Fund Accounting, Hedge Funds, Corporate Actions, Fund Of Funds, Tax, Mutual Funds, Financial Reporting, Accounting, SEC filings, Alternative Investments, Financial Statements, Tax Preparation, Bloomberg, Financial Accounting, Sarbanes-Oxley Act, Securities, Fund Administration, Tax Reporting, Investments, Equities, VBA, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling
Education
University of Phoenix
MBA, Business Administration
The University of North Dakota
BBA, Finance
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - Present
Brown Brothers Harriman September 2010 - March 2013
OppenheimerFunds April 1998 - September 2010
TCF Bank April 1997 - April 1998
Skills
Fund Accounting, Hedge Funds, Corporate Actions, Fund Of Funds, Tax, Mutual Funds, Financial Reporting, Accounting, SEC filings, Alternative Investments, Financial Statements, Tax Preparation, Bloomberg, Financial Accounting, Sarbanes-Oxley Act, Securities, Fund Administration, Tax Reporting, Investments, Equities, VBA, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling
Education
University of Phoenix
MBA, Business Administration
The University of North Dakota
BBA, Finance
Doug Wood Doug Wood's OppenheimerFunds Experience May 2013 - November 2013
Job Sr Javascript Architect at Universal Mind
Industry Information Technology and Services
Experience
Universal Mind April 2014 - Present
FunnelWise November 2014 - March 2015
Raymond James Financial, Inc. July 2014 - November 2014
Trimble January 2014 - July 2014
Fresenius Medical Care October 2012 - December 2013
OppenheimerFunds May 2013 - November 2013
BirdBox, Inc. July 2012 - November 2012
USGA ( United States Golf Asssociation ) April 2012 - July 2012
Vail Resorts August 2011 - November 2011
I3 Logix June 2009 - July 2010
Skills
Angular.js, HTML 5, JavaScript, CSS, Mobile Applications, CSS3, User Experience, AJAX, Web Applications, Sencha, JSON, JavaScript Frameworks, HTML5, Appcelerator, Android, User Interface, PhoneGap, Titanium Mobile, Titanium, GruntJS, GulpJS, Ext JS
Education
University of Colorado at Boulder
Bachelor of Science (BS)
Universal Mind April 2014 - Present
FunnelWise November 2014 - March 2015
Raymond James Financial, Inc. July 2014 - November 2014
Trimble January 2014 - July 2014
Fresenius Medical Care October 2012 - December 2013
OppenheimerFunds May 2013 - November 2013
BirdBox, Inc. July 2012 - November 2012
USGA ( United States Golf Asssociation ) April 2012 - July 2012
Vail Resorts August 2011 - November 2011
I3 Logix June 2009 - July 2010
Skills
Angular.js, HTML 5, JavaScript, CSS, Mobile Applications, CSS3, User Experience, AJAX, Web Applications, Sencha, JSON, JavaScript Frameworks, HTML5, Appcelerator, Android, User Interface, PhoneGap, Titanium Mobile, Titanium, GruntJS, GulpJS, Ext JS
Education
University of Colorado at Boulder
Bachelor of Science (BS)
Tim McDonough Tim McDonough's OppenheimerFunds Experience November 2005 - March 2012
Job Senior Solution Architect at Birst
Industry Information Technology and Services
Experience
Birst September 2012 - Present
OppenheimerFunds November 2005 - March 2012
Bayer Pharmaceuticals August 2005 - November 2005
Bay Street Solutions January 2001 - October 2004
Skills
SQL, Data Modeling, Data Integration, ETL, Data Analysis, Star Schema, Data Marts, Data Warehousing, Performance Tuning, Requirements Analysis, Solutions Design, Troubleshooting, Informatica, Oracle BIEE, Business Intelligence, Dashboarding, Outstanding..., Written Communication, Kimball Methodology, Full project lifecycle..., Production Support
Education
UC Davis 1996 — 2000
Bachelor of Science, Managerial Economics
Birst September 2012 - Present
OppenheimerFunds November 2005 - March 2012
Bayer Pharmaceuticals August 2005 - November 2005
Bay Street Solutions January 2001 - October 2004
Skills
SQL, Data Modeling, Data Integration, ETL, Data Analysis, Star Schema, Data Marts, Data Warehousing, Performance Tuning, Requirements Analysis, Solutions Design, Troubleshooting, Informatica, Oracle BIEE, Business Intelligence, Dashboarding, Outstanding..., Written Communication, Kimball Methodology, Full project lifecycle..., Production Support
Education
UC Davis 1996 — 2000
Bachelor of Science, Managerial Economics
Dana Schwaeber's OppenheimerFunds Experience 2007 - 2008
Job Associate Consultant, Banking at Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates November 2013 - Present
Greenwich Associates February 2013 - Present
Greenwich Associates April 2011 - January 2013
J.P. Morgan October 2010 - March 2011
Hedge Harbor November 2009 - October 2010
OppenheimerFunds 2007 - 2008
Skills
Competitive Intelligence, Financial Services, Market Research, Marketing
Education
Tulane University 2005 — 2009
Bachelor of Science (B.S.), Finance, Consumer Behavior
Greenwich Associates November 2013 - Present
Greenwich Associates February 2013 - Present
Greenwich Associates April 2011 - January 2013
J.P. Morgan October 2010 - March 2011
Hedge Harbor November 2009 - October 2010
OppenheimerFunds 2007 - 2008
Skills
Competitive Intelligence, Financial Services, Market Research, Marketing
Education
Tulane University 2005 — 2009
Bachelor of Science (B.S.), Finance, Consumer Behavior
Allison Pells, PMP, ABCP Allison Pells, PMP, ABCP's OppenheimerFunds Experience February 2006 - September 2008
Job President, Pells Risk Strategies
Industry Financial Services
Experience
Pells Risk Strategies October 2008 - Present
Catholic Health Initiatives October 2012 - March 2013
OppenheimerFunds February 2006 - September 2008
Oppenheimerfunds January 1984 - September 2008
OppenheimerFunds 2002 - 2004
OppenheimerFunds February 2000 - August 2002
OppenheimerFunds August 1999 - February 2000
OppenheimerFunds August 1995 - August 1999
OppenheimerFunds January 1994 - August 1995
OppenheimerFunds August 1993 - January 1994
Skills
Mentoring, Vendor Management, Business Requirements, Building Strong Teams, Operations Management, Problem Solving, Creative Problem Solving, Team Building, Process Improvement, People Management, Change Management, Management, Risk Management, Business Analysis, High Performance Teams, Integration, Software Documentation, Financial Services, Business Process, Leadership Development, PMP, IT Management, Project Planning, Coaching, Team Leadership, Business Process..., Project Management, Testing, Organizational..., Program Management, Cross-functional Team..., Leadership, Training, Customer Service, Strategic Planning, Project Portfolio..., IT Strategy, Visio, Recruiting, Data Analysis, Analysis, Process Engineering, Requirements Gathering, PMO, Executive Management, SharePoint, SDLC, Business Continuity, Information Technology, Requirements Analysis
Education
University of Colorado Boulder 1977 — 1981
BS, Business Administration/Marketing
Pells Risk Strategies October 2008 - Present
Catholic Health Initiatives October 2012 - March 2013
OppenheimerFunds February 2006 - September 2008
Oppenheimerfunds January 1984 - September 2008
OppenheimerFunds 2002 - 2004
OppenheimerFunds February 2000 - August 2002
OppenheimerFunds August 1999 - February 2000
OppenheimerFunds August 1995 - August 1999
OppenheimerFunds January 1994 - August 1995
OppenheimerFunds August 1993 - January 1994
Skills
Mentoring, Vendor Management, Business Requirements, Building Strong Teams, Operations Management, Problem Solving, Creative Problem Solving, Team Building, Process Improvement, People Management, Change Management, Management, Risk Management, Business Analysis, High Performance Teams, Integration, Software Documentation, Financial Services, Business Process, Leadership Development, PMP, IT Management, Project Planning, Coaching, Team Leadership, Business Process..., Project Management, Testing, Organizational..., Program Management, Cross-functional Team..., Leadership, Training, Customer Service, Strategic Planning, Project Portfolio..., IT Strategy, Visio, Recruiting, Data Analysis, Analysis, Process Engineering, Requirements Gathering, PMO, Executive Management, SharePoint, SDLC, Business Continuity, Information Technology, Requirements Analysis
Education
University of Colorado Boulder 1977 — 1981
BS, Business Administration/Marketing
Geoffrey Caan Geoffrey Caan's OppenheimerFunds Experience 2003 - 2009
Job Managing Director, US Fixed Income at Sun Capital Advisers
Industry Investment Management
Experience
Sun Life Investment Management March 2011 - Present
OFI Institutional Asset Management 2003 - 2009
OppenheimerFunds 2003 - 2009
ABN AMRO 2002 - 2003
Zurich Scudder Investments 1999 - 2003
Donaldson, Lufkin & Jenrette March 1997 - November 1998
Skills
Bonds, Fixed Income, Portfolio Management
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Statistics
University of Wisconsin-Madison 1988 — 1992
BBA, Real Estate, Finance
Sun Life Investment Management March 2011 - Present
OFI Institutional Asset Management 2003 - 2009
OppenheimerFunds 2003 - 2009
ABN AMRO 2002 - 2003
Zurich Scudder Investments 1999 - 2003
Donaldson, Lufkin & Jenrette March 1997 - November 1998
Skills
Bonds, Fixed Income, Portfolio Management
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Statistics
University of Wisconsin-Madison 1988 — 1992
BBA, Real Estate, Finance
Jon Fossel Jon Fossel's OppenheimerFunds Experience February 1987 - Present
Job Director at OppenheimerFunds
Industry Philanthropy
Experience
jack creek preserve April 2005 - Present
OppenheimerFunds February 1987 - Present
OppenheimerFunds February 1987 - December 2006
Skills
Investments, management..., Nonprofits, Fundraising, Strategic Planning, Public Speaking, Philanthropy, Public Relations, Community Outreach, Volunteer Management, Entrepreneurship, Management, Program Management, Leadership Development, Strategic Communications, Organizational..., Leadership, Research
Education
Tufts University 1960 — 1964
B.S, Economics and biology
jack creek preserve April 2005 - Present
OppenheimerFunds February 1987 - Present
OppenheimerFunds February 1987 - December 2006
Skills
Investments, management..., Nonprofits, Fundraising, Strategic Planning, Public Speaking, Philanthropy, Public Relations, Community Outreach, Volunteer Management, Entrepreneurship, Management, Program Management, Leadership Development, Strategic Communications, Organizational..., Leadership, Research
Education
Tufts University 1960 — 1964
B.S, Economics and biology
Jan Holland's OppenheimerFunds Experience October 2006 - July 2011
Job Client Banking Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
KeyBank September 2012 - May 2013
OppenheimerFunds October 2006 - July 2011
Skills
•Hold Series Six..., Customer Service..., Administrative..., Training Management
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), English Language and Literature, General
Charles Schwab May 2013 - Present
KeyBank September 2012 - May 2013
OppenheimerFunds October 2006 - July 2011
Skills
•Hold Series Six..., Customer Service..., Administrative..., Training Management
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), English Language and Literature, General
Anna Zablotney's OppenheimerFunds Experience May 2012 - July 2014
Job Sr. Executive Assistant at OppenheimerFunds
Industry Executive Office
Experience
CA Technologies July 2014 - Present
OppenheimerFunds May 2012 - July 2014
Hudson Insurance Group February 2010 - July 2011
Credit Suisse April 2007 - February 2010
The Rockefeller Foundation November 2002 - April 2007
Education
Tulane University 1998 — 2002
BA
CA Technologies July 2014 - Present
OppenheimerFunds May 2012 - July 2014
Hudson Insurance Group February 2010 - July 2011
Credit Suisse April 2007 - February 2010
The Rockefeller Foundation November 2002 - April 2007
Education
Tulane University 1998 — 2002
BA
Jeffrey Rosen Jeffrey Rosen's OppenheimerFunds Experience 2000 - 2009
Job Equity Trader A proven track record of lowering transaction cost and providing Best Execution
Industry Investment Management
Experience
TG OPTIMA June 2012 - Present
Delphin Investments October 2010 - Present
OppenheimerFunds 2000 - 2009
OppenheimerFunds 1999 - 2000
Guardian Life Insurance Co. 1990 - 1999
Guardian Life Insurance Co. 1988 - 1989
Skills
Electronic Trading, Trading, Portfolio Management, Leadership, Equities, Investments, SDLC, Strategic Partnerships, Investment Strategies, Order Management, Equity Trading, Analysis, Program Trading, Buy-side, Alternative Investments, Trading Strategies, Capital Markets, Strategy, Hedge Funds, Financial Risk, Bloomberg, Derivatives, Market Structure, Finance, Management, Trading System
Education
University at Albany, SUNY 1983 — 1987
B.S Business Administration, Finance and Economics
TG OPTIMA June 2012 - Present
Delphin Investments October 2010 - Present
OppenheimerFunds 2000 - 2009
OppenheimerFunds 1999 - 2000
Guardian Life Insurance Co. 1990 - 1999
Guardian Life Insurance Co. 1988 - 1989
Skills
Electronic Trading, Trading, Portfolio Management, Leadership, Equities, Investments, SDLC, Strategic Partnerships, Investment Strategies, Order Management, Equity Trading, Analysis, Program Trading, Buy-side, Alternative Investments, Trading Strategies, Capital Markets, Strategy, Hedge Funds, Financial Risk, Bloomberg, Derivatives, Market Structure, Finance, Management, Trading System
Education
University at Albany, SUNY 1983 — 1987
B.S Business Administration, Finance and Economics
Brian Lederman's OppenheimerFunds Experience August 2011 - December 2011
Job
Industry Information Technology and Services
Experience
InvestTech Systems Consulting January 2014 - Present
Micro Binary Systems Corp 2005 - Present
PSP Investments 2015 - 2015
PSP Investments 2015 - 2015
Thomson Reuters June 2013 - August 2013
Bank Leumi 2012 - 2013
UBS Investment Bank April 2012 - November 2012
OppenheimerFunds August 2011 - December 2011
JPMorgan Chase June 2011 - August 2011
PineBridge Investments May 2010 - April 2011
Skills
SQL, Business Requirements, Business Process..., Data Mapping, Data Analysis, Gap Analysis, Trading, Compliance, Reference Data, SDLC, Data Migration, Middle Office, Investment Banking, Trading Systems, Requirements Gathering, Business Analysis, User Acceptance Testing, Fixed Income, Bloomberg, Equities, Market Data
Education
Union College 1978 — 1982
BSCS, Computer Science
InvestTech Systems Consulting January 2014 - Present
Micro Binary Systems Corp 2005 - Present
PSP Investments 2015 - 2015
PSP Investments 2015 - 2015
Thomson Reuters June 2013 - August 2013
Bank Leumi 2012 - 2013
UBS Investment Bank April 2012 - November 2012
OppenheimerFunds August 2011 - December 2011
JPMorgan Chase June 2011 - August 2011
PineBridge Investments May 2010 - April 2011
Skills
SQL, Business Requirements, Business Process..., Data Mapping, Data Analysis, Gap Analysis, Trading, Compliance, Reference Data, SDLC, Data Migration, Middle Office, Investment Banking, Trading Systems, Requirements Gathering, Business Analysis, User Acceptance Testing, Fixed Income, Bloomberg, Equities, Market Data
Education
Union College 1978 — 1982
BSCS, Computer Science
Gail Puppe Gail Puppe's OppenheimerFunds Experience July 2001 - 2009
Job Program Specialist II
Industry Public Relations and Communications
Experience
City of Aurora April 2009 - December 2014
OppenheimerFunds July 2001 - 2009
OppenheimerFunds 1994 - July 2001
OppenheimerFunds 1989 - 1994
OppenheimerFunds October 1983 - 1994
University of North Dakota August 1978 - October 1983
Skills
Water Distribution I..., Water Conservation, Customer Service, Microsoft Office, Disaster Recovery, Software Documentation, Program Management, JCL, Data Entry, Computer Operations, Visio, Fundraising, Quality Assurance, Time Management, Business Analysis, SDLC, Process Improvement, Project Management, Vendor Management, Risk Management, Change Management, 3rd Party Software..., Data Security
Education
The University of North Dakota 1978 — 1983
no, IT
Trade School 1977 — 1978
no, Computer Operations
City of Aurora April 2009 - December 2014
OppenheimerFunds July 2001 - 2009
OppenheimerFunds 1994 - July 2001
OppenheimerFunds 1989 - 1994
OppenheimerFunds October 1983 - 1994
University of North Dakota August 1978 - October 1983
Skills
Water Distribution I..., Water Conservation, Customer Service, Microsoft Office, Disaster Recovery, Software Documentation, Program Management, JCL, Data Entry, Computer Operations, Visio, Fundraising, Quality Assurance, Time Management, Business Analysis, SDLC, Process Improvement, Project Management, Vendor Management, Risk Management, Change Management, 3rd Party Software..., Data Security
Education
The University of North Dakota 1978 — 1983
no, IT
Trade School 1977 — 1978
no, Computer Operations
Tess Skoller's OppenheimerFunds Experience June 2015 - Present
Job Brand & Advertising Coordinator at OppenheimerFunds
Industry Marketing and Advertising
Experience
OppenheimerFunds June 2015 - Present
Time Magazine April 2015 - June 2015
Fortune Magazine September 2014 - April 2015
Fortune Magazine September 2013 - September 2014
Meredith Corporation July 2013 - September 2013
Union College May 2012 - June 2013
Meredith Corporation June 2012 - August 2012
Concordiensis, Union College newspaper January 2009 - March 2012
Meredith Corporation June 2011 - August 2011
Madison Square Garden June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Adobe Creative Suite, QuarkXPress, Microsoft Office, Editing, Advertising, Copy Editing, Public Speaking, Writing, Social Media Marketing, Social Media, PowerPoint, Facebook, Research, Social Networking, Event Planning, Marketing, Digital Media, Digital Marketing
Education
Union College 2009 — 2013
Bachelor of Arts (BA), Art History/English Interdepartmental
OppenheimerFunds June 2015 - Present
Time Magazine April 2015 - June 2015
Fortune Magazine September 2014 - April 2015
Fortune Magazine September 2013 - September 2014
Meredith Corporation July 2013 - September 2013
Union College May 2012 - June 2013
Meredith Corporation June 2012 - August 2012
Concordiensis, Union College newspaper January 2009 - March 2012
Meredith Corporation June 2011 - August 2011
Madison Square Garden June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Adobe Creative Suite, QuarkXPress, Microsoft Office, Editing, Advertising, Copy Editing, Public Speaking, Writing, Social Media Marketing, Social Media, PowerPoint, Facebook, Research, Social Networking, Event Planning, Marketing, Digital Media, Digital Marketing
Education
Union College 2009 — 2013
Bachelor of Arts (BA), Art History/English Interdepartmental
Brian Austin, CRPC®, AAMS® Brian Austin, CRPC®, AAMS®'s OppenheimerFunds Experience March 2011 - August 2015
Job Vice President, Regional Sales Representative
Industry Financial Services
Experience
Eaton Vance August 2015 - Present
OppenheimerFunds March 2011 - August 2015
OppenheimerFunds October 2008 - March 2011
OppenheimerFunds October 2006 - October 2008
Smith Barney October 2005 - October 2006
Edward Jones December 2001 - October 2005
LifePics November 1999 - October 2001
Mike's Camera May 1994 - November 1999
Skills
Financial Advisory, Mutual Funds, Leadership, Finance, Sales, Separately Managed..., Retirement Planning, Asset Allocation, Portfolio Management, Investments, Negotiation, 401k, Public Speaking, Retirement, Asset Management, Wealth Management, Writing skills
Education
University of Colorado Boulder 1991 — 1995
BS, Business Administration
Estes Park High School 1988 — 1991
Eaton Vance August 2015 - Present
OppenheimerFunds March 2011 - August 2015
OppenheimerFunds October 2008 - March 2011
OppenheimerFunds October 2006 - October 2008
Smith Barney October 2005 - October 2006
Edward Jones December 2001 - October 2005
LifePics November 1999 - October 2001
Mike's Camera May 1994 - November 1999
Skills
Financial Advisory, Mutual Funds, Leadership, Finance, Sales, Separately Managed..., Retirement Planning, Asset Allocation, Portfolio Management, Investments, Negotiation, 401k, Public Speaking, Retirement, Asset Management, Wealth Management, Writing skills
Education
University of Colorado Boulder 1991 — 1995
BS, Business Administration
Estes Park High School 1988 — 1991
Conor Carroll Conor Carroll's OppenheimerFunds Experience August 2015 - Present
Job Financial Services Representative
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
Vanguard August 2013 - July 2015
American Valet February 2013 - May 2013
WHV Investment Management, Inc. May 2012 - August 2012
Eastlake Bar and Grill May 2011 - August 2011
Western Industrial Inc May 2011 - August 2011
Seattle Mariners April 2009 - August 2010
Skills
Leadership, PowerPoint, Microsoft Excel, Time Management, Customer Service, Financial Analysis, Teamwork, Management, Sports Marketing, Statistics, Baseball, Financial Reporting, Sports, Analysis, Data Analysis, Sales, CRM, Microsoft Office, Sports Management, Investments, Marketing, Forecasting, Ticket Sales, Beast
Education
University of Arizona 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Economics, S
Seattle Preparatory School 2005 — 2009
OppenheimerFunds August 2015 - Present
Vanguard August 2013 - July 2015
American Valet February 2013 - May 2013
WHV Investment Management, Inc. May 2012 - August 2012
Eastlake Bar and Grill May 2011 - August 2011
Western Industrial Inc May 2011 - August 2011
Seattle Mariners April 2009 - August 2010
Skills
Leadership, PowerPoint, Microsoft Excel, Time Management, Customer Service, Financial Analysis, Teamwork, Management, Sports Marketing, Statistics, Baseball, Financial Reporting, Sports, Analysis, Data Analysis, Sales, CRM, Microsoft Office, Sports Management, Investments, Marketing, Forecasting, Ticket Sales, Beast
Education
University of Arizona 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Economics, S
Seattle Preparatory School 2005 — 2009
Abe Berete's OppenheimerFunds Experience August 2015 - Present
Job Alternative Investments Product Manager at OppenheimerFunds & Entrepreneur
Industry Investment Management
Experience
OppenheimerFunds August 2015 - Present
Grouture January 2012 - Present
J.P. Morgan August 2013 - July 2015
JP Morgan July 2011 - August 2013
SunTrust Bank August 2010 - June 2011
Suntrust May 2010 - August 2010
Cox Communications January 2009 - August 2009
FBR Capital Markets June 2008 - August 2008
Skills
Company Valuation, Mezzanine, Private Equity, Long/Short Equity, Event Driven, Hedge Funds, Commercial Real Estate..., Leveraged Finance, Project Management, Six Sigma, Quality Assurance, Project Planning, Alternative Investments, Financial Modeling, Investments, Emerging Markets, Strategy, Banking, Asset Management, Risk Management, Portfolio Management, Bloomberg, Valuation, Business Process, Analysis, Derivatives, Management, Telecommunications
Education
The University of Georgia 2006 — 2010
Management Information Systems
Paramus Catholic High School 2002 — 2006
OppenheimerFunds August 2015 - Present
Grouture January 2012 - Present
J.P. Morgan August 2013 - July 2015
JP Morgan July 2011 - August 2013
SunTrust Bank August 2010 - June 2011
Suntrust May 2010 - August 2010
Cox Communications January 2009 - August 2009
FBR Capital Markets June 2008 - August 2008
Skills
Company Valuation, Mezzanine, Private Equity, Long/Short Equity, Event Driven, Hedge Funds, Commercial Real Estate..., Leveraged Finance, Project Management, Six Sigma, Quality Assurance, Project Planning, Alternative Investments, Financial Modeling, Investments, Emerging Markets, Strategy, Banking, Asset Management, Risk Management, Portfolio Management, Bloomberg, Valuation, Business Process, Analysis, Derivatives, Management, Telecommunications
Education
The University of Georgia 2006 — 2010
Management Information Systems
Paramus Catholic High School 2002 — 2006
Jennifer Sexton, CIMA® Jennifer Sexton, CIMA®'s OppenheimerFunds Experience June 2014 - Present
Job Senior Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - Present
OppenheimerFunds 1998 - June 2014
Skills
Series 7, Mutual Funds, Alternative Investments, Series 63, Separately Managed..., Fixed Income, Securities, Asset Management, Financial Services, Asset Allocation, Equities, Investments, Private Equity, Wealth Management, Series 24, Investment Strategies, Financial Markets, Investment Advisory, Portfolio Management, Wealth Management..., Investment Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance and Organizational Behavior, with a further concentration in International Business
Tufts University 1987 — 1991
BA, Economics
OppenheimerFunds June 2014 - Present
OppenheimerFunds 1998 - June 2014
Skills
Series 7, Mutual Funds, Alternative Investments, Series 63, Separately Managed..., Fixed Income, Securities, Asset Management, Financial Services, Asset Allocation, Equities, Investments, Private Equity, Wealth Management, Series 24, Investment Strategies, Financial Markets, Investment Advisory, Portfolio Management, Wealth Management..., Investment Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance and Organizational Behavior, with a further concentration in International Business
Tufts University 1987 — 1991
BA, Economics
Eric Boland, CMA Eric Boland, CMA's OppenheimerFunds Experience March 2004 - November 2005
Job Controller at ELEMENTS
Industry Accounting
Experience
ELEMENTS July 2015 - Present
Various January 2014 - Present
Dish Network December 2006 - January 2014
Echostar December 2006 - June 2012
Granby Ranch November 2005 - December 2006
OppenheimerFunds March 2004 - November 2005
Echostar September 2000 - February 2004
Buehler Moving and Storage March 2000 - September 2000
Benton Moving Services June 1996 - February 2000
Skills
General Ledger, Account Reconciliation, Financial Reporting, Process Improvement, Mergers & Acquisitions, Sarbanes-Oxley, Microsoft Excel, Variance Analysis, Accounting, Sarbanes-Oxley Act, Auditing, Accruals, Cost Accounting, SEC filings, Financial Analysis, US GAAP, Cash Flow, Financial Statements, Forecasting, GAAP, Revenue Recognition, Budgets, Financial Accounting, Accounts Receivable, Accounts Payable, Flux Analysis, Hyperion Enterprise, Internal Audit, Internal Controls, Oracle, Oracle Financial, Analysis, ERP, Fixed Assets, Bank Reconciliation, Access, Divestitures, SaaS, Fund Accounting, Hyperion, Management Accounting, SEC Filings
Education
University of Phoenix 1996 — 1999
BSBA
The University of New Mexico 1989 — 1991
The University of Texas at Austin 1987 — 1989
ELEMENTS July 2015 - Present
Various January 2014 - Present
Dish Network December 2006 - January 2014
Echostar December 2006 - June 2012
Granby Ranch November 2005 - December 2006
OppenheimerFunds March 2004 - November 2005
Echostar September 2000 - February 2004
Buehler Moving and Storage March 2000 - September 2000
Benton Moving Services June 1996 - February 2000
Skills
General Ledger, Account Reconciliation, Financial Reporting, Process Improvement, Mergers & Acquisitions, Sarbanes-Oxley, Microsoft Excel, Variance Analysis, Accounting, Sarbanes-Oxley Act, Auditing, Accruals, Cost Accounting, SEC filings, Financial Analysis, US GAAP, Cash Flow, Financial Statements, Forecasting, GAAP, Revenue Recognition, Budgets, Financial Accounting, Accounts Receivable, Accounts Payable, Flux Analysis, Hyperion Enterprise, Internal Audit, Internal Controls, Oracle, Oracle Financial, Analysis, ERP, Fixed Assets, Bank Reconciliation, Access, Divestitures, SaaS, Fund Accounting, Hyperion, Management Accounting, SEC Filings
Education
University of Phoenix 1996 — 1999
BSBA
The University of New Mexico 1989 — 1991
The University of Texas at Austin 1987 — 1989
Adam Rochlin Adam Rochlin's OppenheimerFunds Experience February 2015 - Present
Job SVP Product Director Taxable Fixed Income & Alternative Strategies at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
OppenheimerFunds July 2013 - January 2015
Czech Asset Management January 2012 - June 2013
Czech Asset Management, L.P. January 2012 - June 2013
MF Global September 2010 - January 2012
MF Global July 2007 - September 2010
Genworth Financial May 2003 - June 2007
GE Financial Assurance January 2001 - May 2003
GE Asset Manangement September 1998 - December 2000
OppenheimerFunds 1994 - 1998
Skills
Asset Managment, Investments, Alternative Investments, Loans, Hedge Funds, Equities, Series 7, Fixed Income, Securities, Derivatives, Capital Markets, New Business Development, Series 63, Trading, FINRA, Asset Management, Private Equity, Financial Services, Series 24
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA
Trinity College-Hartford 1985 — 1989
BA
OppenheimerFunds February 2015 - Present
OppenheimerFunds July 2013 - January 2015
Czech Asset Management January 2012 - June 2013
Czech Asset Management, L.P. January 2012 - June 2013
MF Global September 2010 - January 2012
MF Global July 2007 - September 2010
Genworth Financial May 2003 - June 2007
GE Financial Assurance January 2001 - May 2003
GE Asset Manangement September 1998 - December 2000
OppenheimerFunds 1994 - 1998
Skills
Asset Managment, Investments, Alternative Investments, Loans, Hedge Funds, Equities, Series 7, Fixed Income, Securities, Derivatives, Capital Markets, New Business Development, Series 63, Trading, FINRA, Asset Management, Private Equity, Financial Services, Series 24
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA
Trinity College-Hartford 1985 — 1989
BA
Jonathan Wiener Jonathan Wiener's OppenheimerFunds Experience March 2015 - Present
Job Regional Advisor Consultant
Industry Financial Services
Experience
OppenheimerFunds March 2015 - Present
Virtus Investment Partners July 2013 - March 2015
Neuberger Berman February 2012 - July 2013
Morgan Stanley December 2011 - February 2012
WCDB Albanyy May 2008 - May 2011
Morgan Stanley July 2010 - August 2010
Skills
Mutual Funds, Alternative Investments, Capital Markets, Asset Management, Equities, Morningstar, Separately Managed..., Bloomberg, Microsoft Excel, CRM, Radio Broadcasting, Broadcast Television, UCITS
Education
State University of New York at Albany 2007 — 2011
B.S. Business Administration, Finance & Marketing, Cum Laude
Cold Spring Harbor High School
OppenheimerFunds March 2015 - Present
Virtus Investment Partners July 2013 - March 2015
Neuberger Berman February 2012 - July 2013
Morgan Stanley December 2011 - February 2012
WCDB Albanyy May 2008 - May 2011
Morgan Stanley July 2010 - August 2010
Skills
Mutual Funds, Alternative Investments, Capital Markets, Asset Management, Equities, Morningstar, Separately Managed..., Bloomberg, Microsoft Excel, CRM, Radio Broadcasting, Broadcast Television, UCITS
Education
State University of New York at Albany 2007 — 2011
B.S. Business Administration, Finance & Marketing, Cum Laude
Cold Spring Harbor High School
Cameron Dunford's OppenheimerFunds Experience December 2014 - Present
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
OppenheimerFunds February 2011 - December 2014
Northwestern Mutual October 2008 - June 2010
Northwestern Mutual Financial Network August 2008 - 2010
Worldwide Express May 2007 - May 2008
Education
University of Colorado Boulder 2003 — 2007
BA, Political Science and History
OppenheimerFunds December 2014 - Present
OppenheimerFunds February 2011 - December 2014
Northwestern Mutual October 2008 - June 2010
Northwestern Mutual Financial Network August 2008 - 2010
Worldwide Express May 2007 - May 2008
Education
University of Colorado Boulder 2003 — 2007
BA, Political Science and History
Valerie Vadala Valerie Vadala's OppenheimerFunds Experience May 2014 - Present
Job
Industry Staffing and Recruiting
Experience
OppenheimerFunds May 2014 - Present
Skills
Talent Acquisition, Recruiting, Management, Investment Banking, Equities, Fixed Income, Digital Marketing, Program Management, Interviews, Financial Services, Helping Clients Succeed, Integrated Marketing, Talent Pipelining, Marketing, Talent Management, Asset Management, Investment Management, Analytics, Strategy, Leadership
Education
University of Baltimore School of Law 1990 — 1993
J.D, Law
University of Delaware 1986 — 1990
B.S, Business Administration. Marketing concentration
OppenheimerFunds May 2014 - Present
Skills
Talent Acquisition, Recruiting, Management, Investment Banking, Equities, Fixed Income, Digital Marketing, Program Management, Interviews, Financial Services, Helping Clients Succeed, Integrated Marketing, Talent Pipelining, Marketing, Talent Management, Asset Management, Investment Management, Analytics, Strategy, Leadership
Education
University of Baltimore School of Law 1990 — 1993
J.D, Law
University of Delaware 1986 — 1990
B.S, Business Administration. Marketing concentration
Lauren Coulston's OppenheimerFunds Experience August 1999 - January 2009
Job Vice President Content Marketing at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Citi September 2012 - May 2013
Citi June 2011 - September 2012
Citi February 2010 - June 2011
Morgan Stanley Investment Management September 2009 - February 2010
OppenheimerFunds August 1999 - January 2009
Dreyfus March 1997 - July 1999
Smith Barney September 1995 - March 1997
Skills
Series 7, Series 63, Series 24, 529 Plans, Mutual Funds, Separately Managed..., Retail Banking, Personal Finance, Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Research, Internal Marketing, Internal Communications, Strategic Communications, Brand Awareness, Brand Management, Digital Partnerships, Strategic Partnerships, Partner Relationship..., Consumer Insights, Thought Leadership, Social Media Marketing, Social Media, Community Management, Twitter, Facebook, LinkedIn, Blog Management, Blog Development, Professional Women, Women Owned Business, Moms, Gen X, Marketing to Women, Copy Editing, Editorial, Writing, Content Development, Content Marketing, Web Content, Content Creation, Pitching Stories, Event Management, Vendor Management, Public Speaking, Published Author, Project Management
Education
Richard Montgomery High School
Tulane University - A.B. Freeman School of Business
B.S., Finance
JPMorgan Chase May 2013 - Present
Citi September 2012 - May 2013
Citi June 2011 - September 2012
Citi February 2010 - June 2011
Morgan Stanley Investment Management September 2009 - February 2010
OppenheimerFunds August 1999 - January 2009
Dreyfus March 1997 - July 1999
Smith Barney September 1995 - March 1997
Skills
Series 7, Series 63, Series 24, 529 Plans, Mutual Funds, Separately Managed..., Retail Banking, Personal Finance, Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Research, Internal Marketing, Internal Communications, Strategic Communications, Brand Awareness, Brand Management, Digital Partnerships, Strategic Partnerships, Partner Relationship..., Consumer Insights, Thought Leadership, Social Media Marketing, Social Media, Community Management, Twitter, Facebook, LinkedIn, Blog Management, Blog Development, Professional Women, Women Owned Business, Moms, Gen X, Marketing to Women, Copy Editing, Editorial, Writing, Content Development, Content Marketing, Web Content, Content Creation, Pitching Stories, Event Management, Vendor Management, Public Speaking, Published Author, Project Management
Education
Richard Montgomery High School
Tulane University - A.B. Freeman School of Business
B.S., Finance
Ryan Kern's OppenheimerFunds Experience June 2012 - July 2014
Job Finance Manager, Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
OppenheimerFunds June 2012 - July 2014
Great-West Life 2007 - 2012
MetLife 2003 - 2007
Wall Street Radio.net dba Winning On Wall Street 2002 - 2003
Merrill Lynch 2001 - 2002
Skills
Mutual Funds, Operations Management, Securities, Investments, Finance, Retirement, Series 7, Strategic Financial..., Public Speaking, Process Improvement, Equities, Series 63, Management, Asset Allocation, Financial Services, FINRA, Retirement Planning, 401k, Access, Asset Management, Leadership, Insurance, NSCC/FundServ, Financial Analysis, Series 26, Microsoft Access, Profitability Analysis, Financial Planning
Education
CU Denver 2007 — 2013
M.S., Finance
The University of Texas at Austin 1996 — 2000
BA, Business Economics
Charles Schwab July 2014 - Present
OppenheimerFunds June 2012 - July 2014
Great-West Life 2007 - 2012
MetLife 2003 - 2007
Wall Street Radio.net dba Winning On Wall Street 2002 - 2003
Merrill Lynch 2001 - 2002
Skills
Mutual Funds, Operations Management, Securities, Investments, Finance, Retirement, Series 7, Strategic Financial..., Public Speaking, Process Improvement, Equities, Series 63, Management, Asset Allocation, Financial Services, FINRA, Retirement Planning, 401k, Access, Asset Management, Leadership, Insurance, NSCC/FundServ, Financial Analysis, Series 26, Microsoft Access, Profitability Analysis, Financial Planning
Education
CU Denver 2007 — 2013
M.S., Finance
The University of Texas at Austin 1996 — 2000
BA, Business Economics
Stephen Tisdalle Stephen Tisdalle's OppenheimerFunds Experience August 2013 - Present
Job Head of Advertising, Brand Marketing, Digital Experience and PR/Corporate Communications at OppenheimerFunds
Industry Marketing and Advertising
Experience
OppenheimerFunds August 2013 - Present
Ogilvy & Mather 2011 - 2013
Saffron Brand Consultants April 2008 - September 2010
IBM 2002 - 2008
IBM Global Business Services 2002 - 2006
PricewaterhouseCoopers 1991 - 2002
PricewaterhouseCoopers 1991 - 1995
Los Angeles International Airport (LAX) 1989 - 1991
Skills
Integrated Marketing, Digital Strategy, Strategy, Management, Strategic Planning, Marketing Strategy, Change Management, Business Process..., New Business Development, Customer Experience, Management Consulting, Business Strategy, Omni-channel Experience, Integrated Marketing..., Interactive Marketing, Mergers & Acquisitions, Digital Media, Digital Marketing, Executive Management, Advertising, Direct Marketing, Business Development, Leadership, Brand Management, Marketing, B2B, CRM, Mobile Devices, Brand Architecture, Analytics, Enterprise Software, Competitive Analysis, Corporate Communications, Public Relations, Customer Insight, Mobile Marketing, Brand Development
Education
University of California, Los Angeles 1987 — 1989
MA, History
The University of British Columbia 1983 — 1987
BA (Honours), History
OppenheimerFunds August 2013 - Present
Ogilvy & Mather 2011 - 2013
Saffron Brand Consultants April 2008 - September 2010
IBM 2002 - 2008
IBM Global Business Services 2002 - 2006
PricewaterhouseCoopers 1991 - 2002
PricewaterhouseCoopers 1991 - 1995
Los Angeles International Airport (LAX) 1989 - 1991
Skills
Integrated Marketing, Digital Strategy, Strategy, Management, Strategic Planning, Marketing Strategy, Change Management, Business Process..., New Business Development, Customer Experience, Management Consulting, Business Strategy, Omni-channel Experience, Integrated Marketing..., Interactive Marketing, Mergers & Acquisitions, Digital Media, Digital Marketing, Executive Management, Advertising, Direct Marketing, Business Development, Leadership, Brand Management, Marketing, B2B, CRM, Mobile Devices, Brand Architecture, Analytics, Enterprise Software, Competitive Analysis, Corporate Communications, Public Relations, Customer Insight, Mobile Marketing, Brand Development
Education
University of California, Los Angeles 1987 — 1989
MA, History
The University of British Columbia 1983 — 1987
BA (Honours), History
Melissa Weisberg Melissa Weisberg's OppenheimerFunds Experience June 2015 - Present
Job Vendor Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
JPMorgan Chase September 2013 - June 2015
Bank of Tokyo-Mitsubishi UFJ February 2008 - September 2013
Lehman Brothers January 2007 - February 2008
IASG December 2004 - December 2006
Skills
Microsoft Office, PeopleSoft, Visio, Citrix, Strategic Planning, Strategic Sourcing, Strategic Negotiations, Project Management, Organizational..., Program Oversight, Third Party Vendor..., Vendor Management, Process Improvement, Sourcing, Change Management, Program Management, Banking, Leadership, Business Analysis, Management, Finance, Financial Services, Risk Management
Education
Saint Peters University 2011 — 2013
Masters of Business Administration, Risk Management
University at Albany, SUNY 2002 — 2006
BA, Philosophy
Tottenville HS 1998 — 2002
OppenheimerFunds June 2015 - Present
JPMorgan Chase September 2013 - June 2015
Bank of Tokyo-Mitsubishi UFJ February 2008 - September 2013
Lehman Brothers January 2007 - February 2008
IASG December 2004 - December 2006
Skills
Microsoft Office, PeopleSoft, Visio, Citrix, Strategic Planning, Strategic Sourcing, Strategic Negotiations, Project Management, Organizational..., Program Oversight, Third Party Vendor..., Vendor Management, Process Improvement, Sourcing, Change Management, Program Management, Banking, Leadership, Business Analysis, Management, Finance, Financial Services, Risk Management
Education
Saint Peters University 2011 — 2013
Masters of Business Administration, Risk Management
University at Albany, SUNY 2002 — 2006
BA, Philosophy
Tottenville HS 1998 — 2002
Arlene Wilson Arlene Wilson's OppenheimerFunds Experience 1997 - 1998
Job Consultant at Capital Forensics, Inc
Industry Financial Services
Experience
Capital Forensics, Inc February 2015 - Present
Compliance Professional September 2013 - Present
D.A. Davidson & Co. October 2012 - September 2013
FINRA 2000 - 2013
D.A. Davidson & Co. June 1998 - September 2012
OppenheimerFunds 1997 - 1998
RAF Financial Corp 1986 - 1996
NASD September 1983 - August 1986
Skills
FINRA, Securities, Series 7, Capital Markets, Securities Regulation, Series 24, Finance, Due Diligence, Mutual Funds, AML, Equities, Hedge Funds, Investment Advisory, Financial Services, Financial Analysis, Series 63, Risk Management
Education
The University of Montana - School of Business Administration 1979 — 1981
BS, Accounting
Capital Forensics, Inc February 2015 - Present
Compliance Professional September 2013 - Present
D.A. Davidson & Co. October 2012 - September 2013
FINRA 2000 - 2013
D.A. Davidson & Co. June 1998 - September 2012
OppenheimerFunds 1997 - 1998
RAF Financial Corp 1986 - 1996
NASD September 1983 - August 1986
Skills
FINRA, Securities, Series 7, Capital Markets, Securities Regulation, Series 24, Finance, Due Diligence, Mutual Funds, AML, Equities, Hedge Funds, Investment Advisory, Financial Services, Financial Analysis, Series 63, Risk Management
Education
The University of Montana - School of Business Administration 1979 — 1981
BS, Accounting
Jessica (Quador) Gillman Jessica (Quador) Gillman's OppenheimerFunds Experience October 2013 - June 2015
Job 24 Hour Fitness Club Manager
Industry Sports
Experience
24 Hour Fitness June 2015 - Present
OppenheimerFunds October 2013 - June 2015
OppenheimerFunds July 2012 - October 2013
Durham University October 2011 - July 2012
MetLife June 2011 - September 2011
Chatfield Senior High School August 2010 - April 2011
CBS College Sports Network March 2010 - June 2010
Skills
Leadership, Advertising, Social Media, Event Planning, Marketing, Event Management, Social Networking, Social Media Marketing, Microsoft Excel, Customer Service, Microsoft Office, Sales, Management, Coaching, Teamwork, Microsoft Word, Public Speaking, Sports, Marketing Communications, Team Leadership, Leadership Development, Public Relations, Research, PowerPoint, Training, Editing, Time Management, Blogging, Facebook, Strategy, Project Management, Recruiting, Budgets, Communication
Education
Durham University 2010 — 2012
Masters, Management
The University of New Mexico 2008 — 2010
BA, Advertising
University of Colorado Boulder 2006 — 2008
BA, Broadcast Journalism
Chatfield High School 2002 — 2006
24 Hour Fitness June 2015 - Present
OppenheimerFunds October 2013 - June 2015
OppenheimerFunds July 2012 - October 2013
Durham University October 2011 - July 2012
MetLife June 2011 - September 2011
Chatfield Senior High School August 2010 - April 2011
CBS College Sports Network March 2010 - June 2010
Skills
Leadership, Advertising, Social Media, Event Planning, Marketing, Event Management, Social Networking, Social Media Marketing, Microsoft Excel, Customer Service, Microsoft Office, Sales, Management, Coaching, Teamwork, Microsoft Word, Public Speaking, Sports, Marketing Communications, Team Leadership, Leadership Development, Public Relations, Research, PowerPoint, Training, Editing, Time Management, Blogging, Facebook, Strategy, Project Management, Recruiting, Budgets, Communication
Education
Durham University 2010 — 2012
Masters, Management
The University of New Mexico 2008 — 2010
BA, Advertising
University of Colorado Boulder 2006 — 2008
BA, Broadcast Journalism
Chatfield High School 2002 — 2006
Patrick Wisneski, CRPC, CMFC Patrick Wisneski, CRPC, CMFC's OppenheimerFunds Experience August 2012 - Present
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2012 - Present
OppenheimerFunds August 2006 - August 2012
OppenheimerFunds February 2004 - August 2006
INVESCO August 2000 - July 2003
Marketwise 2000 - 2000
Investor's Business Daily 1997 - September 1999
American Airlines 1992 - 1997
MHM - Hotel Management Company 1989 - 1992
Skills
Separately Managed..., Series 63, Mutual Funds, Series 7, Asset Allocation, 401k, Retirement Planning, IRAs, Alternative Investments, Fixed Annuities, Investment Advisory, Strategic Financial..., Series 6, Portfolio Management, Fixed Income, Retirement, Wealth Management, Investments, Variable Annuities, FINRA, ETFs, Securities, Investment Management, Financial Advisory, Hedge Funds, Relationship Management, CRM, Business Development, Financial Services, Asset Management, Investment Strategies, Equities, Wealth Management..., Pensions, Retirement Plan..., Bonds, Defined Benefit, Qualified Retirement..., Defined Contribution, Wealth, Life Insurance, 401k Rollovers, Estate Planning, ERISA, Financial Planners, Financial Markets
Education
The University of Texas at Arlington 1994 — 1995
BBA, Marketing
University of Northern Colorado 1983 — 1988
Marketing
St. Mary's High School Colorado Springs, CO 1979 — 1983
OppenheimerFunds August 2012 - Present
OppenheimerFunds August 2006 - August 2012
OppenheimerFunds February 2004 - August 2006
INVESCO August 2000 - July 2003
Marketwise 2000 - 2000
Investor's Business Daily 1997 - September 1999
American Airlines 1992 - 1997
MHM - Hotel Management Company 1989 - 1992
Skills
Separately Managed..., Series 63, Mutual Funds, Series 7, Asset Allocation, 401k, Retirement Planning, IRAs, Alternative Investments, Fixed Annuities, Investment Advisory, Strategic Financial..., Series 6, Portfolio Management, Fixed Income, Retirement, Wealth Management, Investments, Variable Annuities, FINRA, ETFs, Securities, Investment Management, Financial Advisory, Hedge Funds, Relationship Management, CRM, Business Development, Financial Services, Asset Management, Investment Strategies, Equities, Wealth Management..., Pensions, Retirement Plan..., Bonds, Defined Benefit, Qualified Retirement..., Defined Contribution, Wealth, Life Insurance, 401k Rollovers, Estate Planning, ERISA, Financial Planners, Financial Markets
Education
The University of Texas at Arlington 1994 — 1995
BBA, Marketing
University of Northern Colorado 1983 — 1988
Marketing
St. Mary's High School Colorado Springs, CO 1979 — 1983
Arjune Mirchandani Arjune Mirchandani's OppenheimerFunds Experience October 2008 - December 2008
Job Senior User Interface Developer at StudioSoft
Industry Internet
Experience
StudioSoft January 2000 - Present
Sirius XM Radio Inc. October 2012 - April 2013
FedEx Office January 2012 - September 2012
SharpShooter Imaging July 2011 - December 2011
F.A. Davis Company February 2011 - June 2011
Kodak Gallery June 2009 - January 2011
Pearson Education March 2009 - May 2009
Touchwood January 2009 - March 2009
OppenheimerFunds October 2008 - December 2008
Business Objects May 2008 - September 2008
Skills
Flex Builder, Flash, Android, JavaScript, ColdFusion, Flash Animation, XML, PHP, Photoshop, Java, Illustrator, ASP, HTML, HTML5, HTML + CSS, Flex, Tortoise SVN, UML, Unix, Ubuntu, Microsoft Office, MS Project, C++, C#, CSS, Agile, Architecture, Ant, Analytics, Flash Builder, Web Services, Agile Methodologies, Web Applications, Web Development, OOP, MySQL, AJAX, MVC, User Experience, ActionScript, User Interface, User Interface Design, SQL, Perl, Architectures, Object Oriented Design, Databases, Mobile Applications, Oracle, Mobile Devices
Education
University of Colorado 1997 — 2003
Bachelor of Science, Computer Science
StudioSoft January 2000 - Present
Sirius XM Radio Inc. October 2012 - April 2013
FedEx Office January 2012 - September 2012
SharpShooter Imaging July 2011 - December 2011
F.A. Davis Company February 2011 - June 2011
Kodak Gallery June 2009 - January 2011
Pearson Education March 2009 - May 2009
Touchwood January 2009 - March 2009
OppenheimerFunds October 2008 - December 2008
Business Objects May 2008 - September 2008
Skills
Flex Builder, Flash, Android, JavaScript, ColdFusion, Flash Animation, XML, PHP, Photoshop, Java, Illustrator, ASP, HTML, HTML5, HTML + CSS, Flex, Tortoise SVN, UML, Unix, Ubuntu, Microsoft Office, MS Project, C++, C#, CSS, Agile, Architecture, Ant, Analytics, Flash Builder, Web Services, Agile Methodologies, Web Applications, Web Development, OOP, MySQL, AJAX, MVC, User Experience, ActionScript, User Interface, User Interface Design, SQL, Perl, Architectures, Object Oriented Design, Databases, Mobile Applications, Oracle, Mobile Devices
Education
University of Colorado 1997 — 2003
Bachelor of Science, Computer Science
Judyann Ruderman Judyann Ruderman's OppenheimerFunds Experience April 1993 - March 1996
Job Creative Director, Ruderman Design
Industry Marketing and Advertising
Experience
Ruderman Design January 1999 - Present
PM Digital 2012 - 2014
Zeta Interactive November 2007 - June 2012
Temel Inc 1996 - 2007
OppenheimerFunds April 1993 - March 1996
Multiple Companies: Chermayeff & Geismar, Elektra Records August 1992 - April 1993
Skills
Graphic Design, User Experience, User Interface Design, Interactive Marketing, Creative Direction, Web Design, Creative Strategy, Digital Strategy, Logo Design, Email Marketing, Typography, Digital Marketing, Information Architecture, Mobile Applications, Online Marketing, Mobile Design, Mobile Marketing, Brand Development, Web Development, User Experience Design, Interaction Design, Usability, Online Advertising, Website Development, User-centered Design, Graphics, Integrated Marketing, User Interface
Education
The University of the Arts 1989 — 1992
BFA, Graphic Design
Ruderman Design January 1999 - Present
PM Digital 2012 - 2014
Zeta Interactive November 2007 - June 2012
Temel Inc 1996 - 2007
OppenheimerFunds April 1993 - March 1996
Multiple Companies: Chermayeff & Geismar, Elektra Records August 1992 - April 1993
Skills
Graphic Design, User Experience, User Interface Design, Interactive Marketing, Creative Direction, Web Design, Creative Strategy, Digital Strategy, Logo Design, Email Marketing, Typography, Digital Marketing, Information Architecture, Mobile Applications, Online Marketing, Mobile Design, Mobile Marketing, Brand Development, Web Development, User Experience Design, Interaction Design, Usability, Online Advertising, Website Development, User-centered Design, Graphics, Integrated Marketing, User Interface
Education
The University of the Arts 1989 — 1992
BFA, Graphic Design
Dave Hanna Dave Hanna's OppenheimerFunds Experience January 2012 - Present
Job
Industry Computer Software
Experience
OppenheimerFunds January 2012 - Present
OppenheimerFunds March 2008 - January 2012
VERITAS February 2005 - March 2007
Veritas Software April 2004 - February 2005
Storeperform Technologies 2002 - 2004
Boldtech Systems 1999 - 2002
Lockheed Martin 1997 - 1999
Skills
Software Development, Product Management, Quality Assurance, Java, Integration, Enterprise Software, Agile Methodologies, Team Building, Scrum, Leadership, REST, Testing, Team Leadership, CRM, Unix, SaaS, Start-ups, SDLC, Project Management, Telecommunications, Management, JUnit, SQL, Databases, Java Enterprise Edition, Process Improvement, Business Intelligence, Program Management, SOA, Agile Project Management, Business Analysis, Enterprise Architecture, Requirements Analysis, Software Project..., Information Technology, Visio, Vendor Management
Education
University of Colorado Boulder 1995 — 1997
MS
University of Colorado Boulder 1991 — 1995
BS
Santa Fe High School 1987 — 1991
OppenheimerFunds January 2012 - Present
OppenheimerFunds March 2008 - January 2012
VERITAS February 2005 - March 2007
Veritas Software April 2004 - February 2005
Storeperform Technologies 2002 - 2004
Boldtech Systems 1999 - 2002
Lockheed Martin 1997 - 1999
Skills
Software Development, Product Management, Quality Assurance, Java, Integration, Enterprise Software, Agile Methodologies, Team Building, Scrum, Leadership, REST, Testing, Team Leadership, CRM, Unix, SaaS, Start-ups, SDLC, Project Management, Telecommunications, Management, JUnit, SQL, Databases, Java Enterprise Edition, Process Improvement, Business Intelligence, Program Management, SOA, Agile Project Management, Business Analysis, Enterprise Architecture, Requirements Analysis, Software Project..., Information Technology, Visio, Vendor Management
Education
University of Colorado Boulder 1995 — 1997
MS
University of Colorado Boulder 1991 — 1995
BS
Santa Fe High School 1987 — 1991
Christopher Begbie Christopher Begbie's OppenheimerFunds Experience July 2013 - March 2015
Job Regional Vice President, Emerging Markets Specialist
Industry Investment Management
Experience
Mirae Asset Global Investments March 2015 - Present
OppenheimerFunds July 2013 - March 2015
PNC Investments August 2012 - July 2013
Merrill Lynch July 2011 - August 2012
T. Rowe Price November 2010 - April 2011
Constellation Financial Advisors, LLC. June 2010 - November 2010
Morgan Stanley May 2009 - September 2009
Skills
Investment Management, Asset Managment, Sales, Portfolio Management, Options, Fixed Income, Mutual Funds, Asset Allocation, Equities, Series 7, Series 66, Wealth Management, Financial Advisory, Finance
Education
Towson University
Business Administration and Finance
Mirae Asset Global Investments March 2015 - Present
OppenheimerFunds July 2013 - March 2015
PNC Investments August 2012 - July 2013
Merrill Lynch July 2011 - August 2012
T. Rowe Price November 2010 - April 2011
Constellation Financial Advisors, LLC. June 2010 - November 2010
Morgan Stanley May 2009 - September 2009
Skills
Investment Management, Asset Managment, Sales, Portfolio Management, Options, Fixed Income, Mutual Funds, Asset Allocation, Equities, Series 7, Series 66, Wealth Management, Financial Advisory, Finance
Education
Towson University
Business Administration and Finance
Casey Binder's OppenheimerFunds Experience September 2008 - October 2013
Job Lead Staffing Partner VMware Global Services
Industry Computer Software
Experience
VMware October 2013 - Present
OppenheimerFunds September 2008 - October 2013
BEA Systems February 2001 - June 2008
MessageMedia, Inc. September 1999 - November 2000
RHI Consulting October 1997 - September 1999
OfficeTeam February 1996 - October 1997
Skills
Talent Acquisition, Interviewing, Technical Recruiting, Metrics, Mentoring, Leadership, Human Resources, Temporary Placement, Interviews, Recruiting, Strategy, Financial Services, Talent Management, Vendor Management, SDLC, Onboarding, Executive Search, Employee Engagement, Program Management, Succession Planning, Performance Management, Management, Personnel Management, Employee Benefits, Employee Relations, Hiring, Sourcing, HRIS, College Recruiting, Consulting, CRM, Applicant Tracking..., Workforce Planning, Organizational..., Executive Management, Internet Recruiting, Time Management, Training, Career Development, Resource Management, Employee Training, Search
Education
University of Colorado Boulder
BA, International Affairs/Latin American Political Systems
VMware October 2013 - Present
OppenheimerFunds September 2008 - October 2013
BEA Systems February 2001 - June 2008
MessageMedia, Inc. September 1999 - November 2000
RHI Consulting October 1997 - September 1999
OfficeTeam February 1996 - October 1997
Skills
Talent Acquisition, Interviewing, Technical Recruiting, Metrics, Mentoring, Leadership, Human Resources, Temporary Placement, Interviews, Recruiting, Strategy, Financial Services, Talent Management, Vendor Management, SDLC, Onboarding, Executive Search, Employee Engagement, Program Management, Succession Planning, Performance Management, Management, Personnel Management, Employee Benefits, Employee Relations, Hiring, Sourcing, HRIS, College Recruiting, Consulting, CRM, Applicant Tracking..., Workforce Planning, Organizational..., Executive Management, Internet Recruiting, Time Management, Training, Career Development, Resource Management, Employee Training, Search
Education
University of Colorado Boulder
BA, International Affairs/Latin American Political Systems
Jon Elliott's OppenheimerFunds Experience October 1994 - October 1996
Job National Manager for Enterprise Medical Imaging at Catholic Health Initiatives
Industry Information Technology and Services
Experience
Catholic Health Initiatives July 2014 - Present
Catholic Health Initiatives October 2009 - Present
Carestream Health January 2008 - September 2009
Kodak Health February 2005 - January 2008
Lahey Clinic March 2003 - March 2005
IBM Global Services October 1996 - December 2001
OppenheimerFunds October 1994 - October 1996
Skills
Team Building, Change Management, Contract Management, Procurement, Software Development, Healthcare Information..., Process Improvement, Cross-functional Team..., Project Management, Program Management, Healthcare, Integration, Team Leadership, Vendor Management, Strategic Planning, PACS, Business Analysis, Leadership, HL7, Six Sigma, Troubleshooting, Medical Imaging, DICOM, PMP, Software Implementation, Project Portfolio..., Radiology, Hospitals, RIS, EHR, Disaster Recovery, IT Strategy, Information Technology, Software Documentation, IT Management
Education
University of Kansas 1993 — 1999
MS, Engineering Management
University of Missouri-Columbia 1976 — 1978
BS, Electrical Engineering
Catholic Health Initiatives July 2014 - Present
Catholic Health Initiatives October 2009 - Present
Carestream Health January 2008 - September 2009
Kodak Health February 2005 - January 2008
Lahey Clinic March 2003 - March 2005
IBM Global Services October 1996 - December 2001
OppenheimerFunds October 1994 - October 1996
Skills
Team Building, Change Management, Contract Management, Procurement, Software Development, Healthcare Information..., Process Improvement, Cross-functional Team..., Project Management, Program Management, Healthcare, Integration, Team Leadership, Vendor Management, Strategic Planning, PACS, Business Analysis, Leadership, HL7, Six Sigma, Troubleshooting, Medical Imaging, DICOM, PMP, Software Implementation, Project Portfolio..., Radiology, Hospitals, RIS, EHR, Disaster Recovery, IT Strategy, Information Technology, Software Documentation, IT Management
Education
University of Kansas 1993 — 1999
MS, Engineering Management
University of Missouri-Columbia 1976 — 1978
BS, Electrical Engineering
Eric Chung's OppenheimerFunds Experience June 2014 - Present
Job Senior Trader at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - Present
Gracie Asset Management January 2006 - Present
Global Securities Advisors, LLC April 2005 - January 2006
SAC Capital August 2004 - April 2005
JPMorgan Chase 2001 - 2004
Skills
Hedge Funds, Emerging Markets, Trading, Sovereign Debt, Foreign Exchange, Global Macro, Repo Trading, Trading Operations, Front Office Trading..., Interest Rate Swaps, FX Options, FX trading, Asian markets, Hedging, Valuation, CDS, Bloomberg, Options, Capital Markets, Bonds, Equities, Fixed Income, Mutual Funds, Derivatives
Education
Tufts University 1995 — 1999
Bachelor of Arts (BA), English and Sociology
OppenheimerFunds June 2014 - Present
Gracie Asset Management January 2006 - Present
Global Securities Advisors, LLC April 2005 - January 2006
SAC Capital August 2004 - April 2005
JPMorgan Chase 2001 - 2004
Skills
Hedge Funds, Emerging Markets, Trading, Sovereign Debt, Foreign Exchange, Global Macro, Repo Trading, Trading Operations, Front Office Trading..., Interest Rate Swaps, FX Options, FX trading, Asian markets, Hedging, Valuation, CDS, Bloomberg, Options, Capital Markets, Bonds, Equities, Fixed Income, Mutual Funds, Derivatives
Education
Tufts University 1995 — 1999
Bachelor of Arts (BA), English and Sociology
Ellen Schoenfeld's OppenheimerFunds Experience 2005 - 2011
Job Marketing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2013 - Present
Bank of America Merrill Lynch 2011 - 2013
OppenheimerFunds 2005 - 2011
OppenheimerFunds 2001 - 2005
OppenheimerFunds 1999 - 2001
OppenheimerFunds 1997 - 1999
OppenheimerFunds 1994 - 1996
OppenheimerFunds 1991 - 1993
Skills
Mutual Funds, Relationship Management, Employee Training, Campaigns, Project Management, Series 7, Multi-channel Marketing, Series 63, Financial Services, Integrated Marketing, Retirement, Strategic Planning, Advertising, Cross-functional Team..., Practice Management, Investments, Strategy, FINRA, Marketing Communications, Product Management, Asset Allocation, Competitive Analysis, Alternative Investments, Asset Management, Retirement Planning, Market Research, Separately Managed...
Education
University at Albany, SUNY 1982 — 1986
BA
J.P. Morgan Asset Management 2013 - Present
Bank of America Merrill Lynch 2011 - 2013
OppenheimerFunds 2005 - 2011
OppenheimerFunds 2001 - 2005
OppenheimerFunds 1999 - 2001
OppenheimerFunds 1997 - 1999
OppenheimerFunds 1994 - 1996
OppenheimerFunds 1991 - 1993
Skills
Mutual Funds, Relationship Management, Employee Training, Campaigns, Project Management, Series 7, Multi-channel Marketing, Series 63, Financial Services, Integrated Marketing, Retirement, Strategic Planning, Advertising, Cross-functional Team..., Practice Management, Investments, Strategy, FINRA, Marketing Communications, Product Management, Asset Allocation, Competitive Analysis, Alternative Investments, Asset Management, Retirement Planning, Market Research, Separately Managed...
Education
University at Albany, SUNY 1982 — 1986
BA
Bonnie Sherman's OppenheimerFunds Experience 1996 - 2006
Job Investment Management
Industry Investment Management
Experience
OppenheimerFunds 1996 - 2006
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Tufts University 1980 — 1984
B.S.
OppenheimerFunds 1996 - 2006
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Tufts University 1980 — 1984
B.S.
Dave Falicia's OppenheimerFunds Experience December 2010 - July 2014
Job Partner Copper River Advisors
Industry Investment Management
Experience
OppenheimerFunds December 2010 - July 2014
OppenheimerFunds, Inc. October 1997 - July 2014
Skills
Fixed Income, Mutual Funds, Investments, Bonds, Liquidity, Alternative Investments, Financial Markets, Credit, Analysis, Trading, Bloomberg, Investment Strategies, Money Market Funds, Money Market, Portfolio Management, Strategy
Education
University of California, Irvine 1983 — 1986
BA, Economics, with additional coursework in Biology
OppenheimerFunds December 2010 - July 2014
OppenheimerFunds, Inc. October 1997 - July 2014
Skills
Fixed Income, Mutual Funds, Investments, Bonds, Liquidity, Alternative Investments, Financial Markets, Credit, Analysis, Trading, Bloomberg, Investment Strategies, Money Market Funds, Money Market, Portfolio Management, Strategy
Education
University of California, Irvine 1983 — 1986
BA, Economics, with additional coursework in Biology
Hillel Greif's OppenheimerFunds Experience July 2012 - Present
Job Web Operations Manager, Marketing Operations
Industry Design
Experience
OppenheimerFunds July 2012 - Present
PineBridge Investments October 2009 - July 2012
AIG Global Investment Group March 2008 - September 2009
UNFCU 2005 - 2008
B&H Photo Video 1999 - 2003
Armatos 1991 - 1993
Skills
Email Marketing, Marketing, Marketing Strategy, Project Management, Social Media, Marketing Communications, Business Analysis, Advertising, Sales, Management, Photoshop, PowerPoint, Content Strategy, Social Media Marketing, Video Production, Content Management, Web Development, User Experience
Education
University at Albany, SUNY 1987 — 1990
Bachelors, Russian Linguistics
University of Maryland Baltimore County 1986 — 1990
Russian Linguistics, Russian, Music, History
OppenheimerFunds July 2012 - Present
PineBridge Investments October 2009 - July 2012
AIG Global Investment Group March 2008 - September 2009
UNFCU 2005 - 2008
B&H Photo Video 1999 - 2003
Armatos 1991 - 1993
Skills
Email Marketing, Marketing, Marketing Strategy, Project Management, Social Media, Marketing Communications, Business Analysis, Advertising, Sales, Management, Photoshop, PowerPoint, Content Strategy, Social Media Marketing, Video Production, Content Management, Web Development, User Experience
Education
University at Albany, SUNY 1987 — 1990
Bachelors, Russian Linguistics
University of Maryland Baltimore County 1986 — 1990
Russian Linguistics, Russian, Music, History
Kristin Woodward's OppenheimerFunds Experience January 2013 - February 2015
Job Presales Solutions Consultant at IQNavigator
Industry Information Technology and Services
Experience
IQNavigator February 2015 - Present
OppenheimerFunds January 2013 - February 2015
OppenheimerFunds, Inc July 2011 - January 2013
OppenheimerFunds February 2001 - December 2012
CardioKickboxing (CKB) 2000 - 2010
OppenheimerFunds November 1990 - February 2001
Skills
Organizational..., Public Speaking, Change Management, Performance Management, Training, Coaching, Team Building, Instructional Design, Captivate, Camtasia, Video Production, E-Learning, Salesforce.com, Software Documentation, SharePoint, Microsoft Office, Learning Management..., Regulatory Compliance, Business Analysis, Leadership Development, Siebel, Visio, Vendor Management, Call Centers, Analysis, Management, Quality Assurance, Consulting, Enterprise Software, Human Resources, Sales, SaaS, Onboarding, Business Process..., Process Improvement
Education
University of Colorado Boulder
IQNavigator February 2015 - Present
OppenheimerFunds January 2013 - February 2015
OppenheimerFunds, Inc July 2011 - January 2013
OppenheimerFunds February 2001 - December 2012
CardioKickboxing (CKB) 2000 - 2010
OppenheimerFunds November 1990 - February 2001
Skills
Organizational..., Public Speaking, Change Management, Performance Management, Training, Coaching, Team Building, Instructional Design, Captivate, Camtasia, Video Production, E-Learning, Salesforce.com, Software Documentation, SharePoint, Microsoft Office, Learning Management..., Regulatory Compliance, Business Analysis, Leadership Development, Siebel, Visio, Vendor Management, Call Centers, Analysis, Management, Quality Assurance, Consulting, Enterprise Software, Human Resources, Sales, SaaS, Onboarding, Business Process..., Process Improvement
Education
University of Colorado Boulder
Kevin Barny's OppenheimerFunds Experience February 2010 - June 2011
Job
Industry Investment Management
Experience
CION Securities February 2014 - Present
CION Securities June 2011 - Present
OppenheimerFunds February 2010 - June 2011
SWMX July 2006 - January 2008
River Communications 2003 - 2006
Skills
New Business Development, Public Relations, Marketing Strategy, Online Marketing, Business Strategy, Investments, Investment Management, Entrepreneurship, Equities, Marketing, Online Advertising, Product Management, Market Research
Education
Trinity College-Hartford 1999 — 2003
Bachelor's degree
CION Securities February 2014 - Present
CION Securities June 2011 - Present
OppenheimerFunds February 2010 - June 2011
SWMX July 2006 - January 2008
River Communications 2003 - 2006
Skills
New Business Development, Public Relations, Marketing Strategy, Online Marketing, Business Strategy, Investments, Investment Management, Entrepreneurship, Equities, Marketing, Online Advertising, Product Management, Market Research
Education
Trinity College-Hartford 1999 — 2003
Bachelor's degree
Cynthia Cantey, CRPS®'s OppenheimerFunds Experience October 2005 - Present
Job Retirement Plans at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2005 - Present
Department of Energy 1986 - 1991
Skills
CRPS, Series 7, Retirement Planning, Mutual Funds, Series 6, 401k, Retirement
Education
Thunderbird School of Global Management 1991 — 1992
MBA
The University of Texas at Austin 1981 — 1984
BA, Government
Memorial High School 1975 — 1979
OppenheimerFunds October 2005 - Present
Department of Energy 1986 - 1991
Skills
CRPS, Series 7, Retirement Planning, Mutual Funds, Series 6, 401k, Retirement
Education
Thunderbird School of Global Management 1991 — 1992
MBA
The University of Texas at Austin 1981 — 1984
BA, Government
Memorial High School 1975 — 1979
Michael Terrasi's OppenheimerFunds Experience July 2008 - September 2010
Job AVP at Knight Capital Group
Industry Computer Software
Experience
Knight Capital Group June 2010 - Present
OppenheimerFunds July 2008 - September 2010
Citi 2004 - July 2008
Education
Tufts University
Bachelor of Science, Computer Science
Knight Capital Group June 2010 - Present
OppenheimerFunds July 2008 - September 2010
Citi 2004 - July 2008
Education
Tufts University
Bachelor of Science, Computer Science
Andy Deshong's OppenheimerFunds Experience March 1992 - April 1997
Job VP Supply Chain and Clinical Resource Management Technology at MedAssets
Industry Hospital & Health Care
Experience
MedAssets August 2011 - Present
Diamond Consulting Group April 2007 - August 2011
Dineoutcheap.com September 2008 - March 2011
JPMorgan Chase November 1998 - April 2007
SunGard Data Systems June 1997 - November 1998
OppenheimerFunds March 1992 - April 1997
Skills
Vendor Management, Process Improvement, SDLC, Risk Management, Business Development, IT Strategy, Team Building, Enterprise Software, Management, Leadership, Financial Services, Sales, Product Development, Relationship Management
Education
Trinity University 1986 — 1990
Bachelor's degree, Economics
MedAssets August 2011 - Present
Diamond Consulting Group April 2007 - August 2011
Dineoutcheap.com September 2008 - March 2011
JPMorgan Chase November 1998 - April 2007
SunGard Data Systems June 1997 - November 1998
OppenheimerFunds March 1992 - April 1997
Skills
Vendor Management, Process Improvement, SDLC, Risk Management, Business Development, IT Strategy, Team Building, Enterprise Software, Management, Leadership, Financial Services, Sales, Product Development, Relationship Management
Education
Trinity University 1986 — 1990
Bachelor's degree, Economics
Rina Aligaen's OppenheimerFunds Experience January 2009 - Present
Job Assistant Vice President, DCIO Retirement Marketing, OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2009 - Present
OppenheimerFunds February 2006 - December 2008
Morgan Stanley March 2004 - January 2006
Morgan Stanley February 2002 - February 2004
Morgan Stanley March 2000 - March 2002
Cadwalader, Wickersham & Taft LLP September 1997 - September 1999
Skills
Retirement, Mutual Funds, Cross-functional Team..., Defined Contribution, Financial Advisory, Financial Services, Marketing, Marketing Strategy, Separately Managed..., 401k, Asset Management, Finance, Marketing Communications, Retirement Planning, Series 63, Series 7, Training, Wealth Management
Education
University at Buffalo
Bachelor of Arts, English
Brooklyn Technical High School
Technology and Liberal Arts
PS 160
State University of New York at Buffalo
Bachelor of Arts, English
OppenheimerFunds January 2009 - Present
OppenheimerFunds February 2006 - December 2008
Morgan Stanley March 2004 - January 2006
Morgan Stanley February 2002 - February 2004
Morgan Stanley March 2000 - March 2002
Cadwalader, Wickersham & Taft LLP September 1997 - September 1999
Skills
Retirement, Mutual Funds, Cross-functional Team..., Defined Contribution, Financial Advisory, Financial Services, Marketing, Marketing Strategy, Separately Managed..., 401k, Asset Management, Finance, Marketing Communications, Retirement Planning, Series 63, Series 7, Training, Wealth Management
Education
University at Buffalo
Bachelor of Arts, English
Brooklyn Technical High School
Technology and Liberal Arts
PS 160
State University of New York at Buffalo
Bachelor of Arts, English
Nivan Jaleeli, CIMA®'s OppenheimerFunds Experience February 2003 - December 2007
Job Vice President iShares Investment Management Consultant at BlackRock
Industry Investment Management
Experience
BlackRock April 2014 - Present
Prudential Investments February 2009 - April 2014
AllianceBernstein December 2007 - November 2008
OppenheimerFunds February 2003 - December 2007
AXA Enterprise January 1999 - February 2003
Davis Selected Advisors 1998 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
BS, Accounting
BlackRock April 2014 - Present
Prudential Investments February 2009 - April 2014
AllianceBernstein December 2007 - November 2008
OppenheimerFunds February 2003 - December 2007
AXA Enterprise January 1999 - February 2003
Davis Selected Advisors 1998 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
BS, Accounting
Erin Nichols's OppenheimerFunds Experience December 2004 - January 2006
Job Franchise Developer (Colorado) at Always Best Care Senior Services
Industry Hospital & Health Care
Experience
Always Best Care Senior Services September 2014 - Present
Always Best Care of Denver West January 2010 - Present
University of Denver April 2008 - October 2009
SunGard iWorks 2006 - 2007
OppenheimerFunds December 2004 - January 2006
Skills
Customer Relations, Modeling, Problem Solving, Financial Analysis, Due Diligence, Training, Analysis, Customer Service, Entrepreneurship, Leadership, Relationship Management, Marketing Strategy, Marketing, Healthcare
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA, Finance
The University of Kansas 1998 — 2003
Bachelors, Finance
Great Bend High School
Great Bend High School
Always Best Care Senior Services September 2014 - Present
Always Best Care of Denver West January 2010 - Present
University of Denver April 2008 - October 2009
SunGard iWorks 2006 - 2007
OppenheimerFunds December 2004 - January 2006
Skills
Customer Relations, Modeling, Problem Solving, Financial Analysis, Due Diligence, Training, Analysis, Customer Service, Entrepreneurship, Leadership, Relationship Management, Marketing Strategy, Marketing, Healthcare
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA, Finance
The University of Kansas 1998 — 2003
Bachelors, Finance
Great Bend High School
Great Bend High School
Bill Harbert, MBA's OppenheimerFunds Experience 2007 - 2009
Job Business Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
Delta Iota House Corporation 2009 - Present
University of Denver 2010 - 2014
State Farm Insurance 2009 - 2010
OppenheimerFunds 2007 - 2009
State Farm Insurance 2006 - 2007
Sigma Chi Fraternity 2005 - 2006
Skills
Budgeting, Strategic Financial..., Investments, Financial Analysis, Human Resources, Organizational..., Financial Modeling, Process Management, Mutual Funds, Budgets, Business Planning, Management, Analysis, Business Strategy, Finance, Strategy, Financial Planning
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Leadership
University of Denver - Daniels College of Business 2001 — 2005
BSBA, International Business, Economics
University College Dublin 2004 — 2004
International Business
TIAA-CREF 2014 - Present
Delta Iota House Corporation 2009 - Present
University of Denver 2010 - 2014
State Farm Insurance 2009 - 2010
OppenheimerFunds 2007 - 2009
State Farm Insurance 2006 - 2007
Sigma Chi Fraternity 2005 - 2006
Skills
Budgeting, Strategic Financial..., Investments, Financial Analysis, Human Resources, Organizational..., Financial Modeling, Process Management, Mutual Funds, Budgets, Business Planning, Management, Analysis, Business Strategy, Finance, Strategy, Financial Planning
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Leadership
University of Denver - Daniels College of Business 2001 — 2005
BSBA, International Business, Economics
University College Dublin 2004 — 2004
International Business
Steve Fuller, CPA's OppenheimerFunds Experience December 2006 - September 2010
Job Assistant Vice President
Industry Accounting
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds December 2006 - September 2010
Bauerle and Company, PC CPA's September 2003 - November 2006
Skills
Tax, Financial Reporting, Accounting, Auditing, Financial Planning
Education
The University of Montana - School of Business Administration 1999 — 2003
BS in business, Emphasis: Accounting
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds December 2006 - September 2010
Bauerle and Company, PC CPA's September 2003 - November 2006
Skills
Tax, Financial Reporting, Accounting, Auditing, Financial Planning
Education
The University of Montana - School of Business Administration 1999 — 2003
BS in business, Emphasis: Accounting
Jeffrey Sussman's OppenheimerFunds Experience October 2004 - June 2007
Job AVP, National Account Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors April 2010 - Present
Allianz Global Investors June 2007 - April 2010
OppenheimerFunds October 2004 - June 2007
AIG March 2003 - October 2004
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.) School of Business, Business Administration and Management, General
Allianz Global Investors April 2010 - Present
Allianz Global Investors June 2007 - April 2010
OppenheimerFunds October 2004 - June 2007
AIG March 2003 - October 2004
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.) School of Business, Business Administration and Management, General
Jennifer Neppel, CFA, CCM's OppenheimerFunds Experience June 1991 - February 1997
Job Director, Cash and Investments at Catholic Health Initiatives
Industry Investment Management
Experience
Catholic Health Initiatives February 1997 - Present
OppenheimerFunds June 1991 - February 1997
Skills
Asset Allocation, Financial Analysis, Financial Modeling, Risk Management, Cash Management, Asset Managment, Investments, Portfolio Management, Capital Markets, Valuation, Treasury Management, Finance, Asset Management, Strategic Financial..., Equities, Corporate Finance, Fixed Income
Education
University of Colorado Denver 1989 — 1992
MS, Finance
The University of North Dakota 1982 — 1986
BS, Information Systems Management
Catholic Health Initiatives February 1997 - Present
OppenheimerFunds June 1991 - February 1997
Skills
Asset Allocation, Financial Analysis, Financial Modeling, Risk Management, Cash Management, Asset Managment, Investments, Portfolio Management, Capital Markets, Valuation, Treasury Management, Finance, Asset Management, Strategic Financial..., Equities, Corporate Finance, Fixed Income
Education
University of Colorado Denver 1989 — 1992
MS, Finance
The University of North Dakota 1982 — 1986
BS, Information Systems Management
Igor Savchenko's OppenheimerFunds Experience October 2012 - Present
Job Senior Programmer Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2012 - Present
PHD Virtual Technologies April 2011 - September 2012
Morgan Stanley September 2005 - April 2011
Capgemini 2004 - 2005
Perform.com 1998 - 2004
Skills
SOAP, Design Patterns, Agile Methodologies, SDLC, Quality Assurance, Distributed Systems, JIRA, SQL, .NET, C#, Software Engineering, Web Services, Databases, Architecture, Web Applications, Business Intelligence, Visual Studio, Business Analysis, Subversion, Integration, Software Design, Architectures, REST, XML, Virtualization, Project Management, Windows, Software Development, Microsoft SQL Server, Scrum, SOA, Unix
Education
OppenheimerFunds October 2012 - Present
PHD Virtual Technologies April 2011 - September 2012
Morgan Stanley September 2005 - April 2011
Capgemini 2004 - 2005
Perform.com 1998 - 2004
Skills
SOAP, Design Patterns, Agile Methodologies, SDLC, Quality Assurance, Distributed Systems, JIRA, SQL, .NET, C#, Software Engineering, Web Services, Databases, Architecture, Web Applications, Business Intelligence, Visual Studio, Business Analysis, Subversion, Integration, Software Design, Architectures, REST, XML, Virtualization, Project Management, Windows, Software Development, Microsoft SQL Server, Scrum, SOA, Unix
Education
Saba Hekmat's OppenheimerFunds Experience October 2002 - August 2003
Job Managing Director at New York Life Investment Management, LLC
Industry Investment Management
Experience
New York Life Investment Management, LLC August 2003 - Present
OppenheimerFunds October 2002 - August 2003
MetLife July 1996 - October 2002
Skills
Fixed Income, Bonds, Portfolio Management, Investments, Asset Management, Valuation, Bloomberg, Financial Analysis
Education
1994 — 1996
Master of Business Administration, Finance & Corporate Accounting
University of California, Los Angeles 1987 — 1992
Bachelor of Arts, Economics
New York Life Investment Management, LLC August 2003 - Present
OppenheimerFunds October 2002 - August 2003
MetLife July 1996 - October 2002
Skills
Fixed Income, Bonds, Portfolio Management, Investments, Asset Management, Valuation, Bloomberg, Financial Analysis
Education
1994 — 1996
Master of Business Administration, Finance & Corporate Accounting
University of California, Los Angeles 1987 — 1992
Bachelor of Arts, Economics
Jessica Barnett's OppenheimerFunds Experience July 2008 - 2010
Job Senior Manager Fund Accounting at Charles Schwab Investment Management
Industry Financial Services
Experience
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman May 2013 - November 2013
Brown Brothers Harriman September 2012 - May 2013
Brown Brothers Harriman September 2010 - September 2012
OppenheimerFunds July 2008 - 2010
Skills
Valuation, Fund Accounting, Financial Reporting, Mutual Funds, Fixed Income, Securities, Derivatives, Bloomberg, Equities, Asset Allocation, Financial Analysis, Asset Management, Hedge Funds, Investments, Asset Managment, Portfolio Management, Corporate Actions, Alternative Investments, Investment Management
Education
University of California, Santa Barbara 1996 — 2000
BA, Economics
Eureka High School
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman May 2013 - November 2013
Brown Brothers Harriman September 2012 - May 2013
Brown Brothers Harriman September 2010 - September 2012
OppenheimerFunds July 2008 - 2010
Skills
Valuation, Fund Accounting, Financial Reporting, Mutual Funds, Fixed Income, Securities, Derivatives, Bloomberg, Equities, Asset Allocation, Financial Analysis, Asset Management, Hedge Funds, Investments, Asset Managment, Portfolio Management, Corporate Actions, Alternative Investments, Investment Management
Education
University of California, Santa Barbara 1996 — 2000
BA, Economics
Eureka High School
Bradley Korkowski's OppenheimerFunds Experience February 1986 - February 2002
Job Client Support at TSYS iSolutions
Industry Computer Software
Experience
Not currently employed March 2011 - Present
TSYS iSolutions November 2006 - February 2011
VISA Debit Processing Services September 2003 - November 2006
OppenheimerFunds February 1986 - February 2002
Skills
Software Development, COBOLII, JCL, User Technical Support, Software Quality...
Education
University of Arizona 1978 — 1982
Master of Science (MSc), Economic Geology
University of Minnesota-Twin Cities 1974 — 1978
Bachelor of Science (B.Sc.), Geology/Earth Science, General
Not currently employed March 2011 - Present
TSYS iSolutions November 2006 - February 2011
VISA Debit Processing Services September 2003 - November 2006
OppenheimerFunds February 1986 - February 2002
Skills
Software Development, COBOLII, JCL, User Technical Support, Software Quality...
Education
University of Arizona 1978 — 1982
Master of Science (MSc), Economic Geology
University of Minnesota-Twin Cities 1974 — 1978
Bachelor of Science (B.Sc.), Geology/Earth Science, General
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
Terrie Liu's OppenheimerFunds Experience February 2015 - Present
Job Assistant Vice President, Client Relationship Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
Neuberger Berman January 2014 - February 2015
Neuberger Berman August 2011 - December 2013
Bosse, LLC July 2009 - July 2011
Metropolitan Bank & Trust Company July 2008 - August 2008
Citigroup July 2007 - August 2007
Citigroup July 2006 - August 2006
Skills
Private Banking, Foreign Exchange, Financial Analysis, Portfolio Management, Investments, Asset Management, Financial Modeling, Fixed Income, Mutual Funds, Capital Markets, Finance, Hedge Funds, Equities, Alternative Investments
Education
Tufts University 2005 — 2009
B.A., Economics, Art History
Singapore American School 1998 — 2005
Middle/High School
2016 Level III Candidate in the CFA Program
OppenheimerFunds February 2015 - Present
Neuberger Berman January 2014 - February 2015
Neuberger Berman August 2011 - December 2013
Bosse, LLC July 2009 - July 2011
Metropolitan Bank & Trust Company July 2008 - August 2008
Citigroup July 2007 - August 2007
Citigroup July 2006 - August 2006
Skills
Private Banking, Foreign Exchange, Financial Analysis, Portfolio Management, Investments, Asset Management, Financial Modeling, Fixed Income, Mutual Funds, Capital Markets, Finance, Hedge Funds, Equities, Alternative Investments
Education
Tufts University 2005 — 2009
B.A., Economics, Art History
Singapore American School 1998 — 2005
Middle/High School
2016 Level III Candidate in the CFA Program
Lester G. Parker's OppenheimerFunds Experience March 1998 - September 2008
Job Principal Operations Engineer | Echostar | DISH | DISHANYWHERE | DISH NETWORKS
Industry Electrical/Electronic Manufacturing
Experience
EchoStar Corporation June 2012 - Present
Broadridge Financial November 2010 - May 2012
Bright Phase Energy December 2008 - December 2010
OppenheimerFunds March 1998 - September 2008
Skills
Project Management, Process Improvement, Strategic Planning, ERP, Program Management, Integration, Change Management, IT Management, Vendor Management, Manufacturing, Windows, Team Building, SharePoint, Business Planning, Disaster Recovery, Marketing Strategy, Business Strategy, Contract Negotiation, SDLC, Operations Management, Visio, Management Consulting, Project Planning, Budgets, Negotiation, Start-ups, Strategy, Software Development, New Business Development, Management, Team Leadership, Product Management, Leadership
Education
University of California, Santa Cruz 1989 — 1991
Computer Software Engineering
The University of Texas at Austin 1980 — 1984
Mechanical Engineering
The Kinkaid School, Houston Texas 1966 — 1980
High School
EchoStar Corporation June 2012 - Present
Broadridge Financial November 2010 - May 2012
Bright Phase Energy December 2008 - December 2010
OppenheimerFunds March 1998 - September 2008
Skills
Project Management, Process Improvement, Strategic Planning, ERP, Program Management, Integration, Change Management, IT Management, Vendor Management, Manufacturing, Windows, Team Building, SharePoint, Business Planning, Disaster Recovery, Marketing Strategy, Business Strategy, Contract Negotiation, SDLC, Operations Management, Visio, Management Consulting, Project Planning, Budgets, Negotiation, Start-ups, Strategy, Software Development, New Business Development, Management, Team Leadership, Product Management, Leadership
Education
University of California, Santa Cruz 1989 — 1991
Computer Software Engineering
The University of Texas at Austin 1980 — 1984
Mechanical Engineering
The Kinkaid School, Houston Texas 1966 — 1980
High School
Chris Proctor, CFA's OppenheimerFunds Experience August 2008 - Present
Job SVP, Head of Cash Strategies
Industry Investment Management
Experience
OppenheimerFunds August 2008 - Present
Calamos Investments 2007 - 2008
E*TRADE Financial 2002 - 2004
Deutsche Asset Management 1999 - 2002
Russell Investments 1997 - 1999
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Investments, Asset Management, Bonds, Capital Markets, Cash Management, Separately Managed..., Money Market, Alternative Investments, Investment Strategies, Valuation
Education
Trinity University 1986 — 1990
BA, Economics
OppenheimerFunds August 2008 - Present
Calamos Investments 2007 - 2008
E*TRADE Financial 2002 - 2004
Deutsche Asset Management 1999 - 2002
Russell Investments 1997 - 1999
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Investments, Asset Management, Bonds, Capital Markets, Cash Management, Separately Managed..., Money Market, Alternative Investments, Investment Strategies, Valuation
Education
Trinity University 1986 — 1990
BA, Economics
Jeffrey Tenorio's OppenheimerFunds Experience May 2014 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2014 - Present
Citi November 2013 - May 2014
W. P. Carey & Co. LLC December 2011 - September 2013
New York Life Insurance Company March 2011 - December 2011
New York Life Insurance Company December 2008 - March 2011
Double Rock Corporation January 2008 - December 2008
Skills
Investments, Securities, Portfolio Management, Mutual Funds, Due Diligence, Fixed Annuities, Account Reconciliation, Sales, Financial Markets, FINRA, Financial Advisory, Series 7, Series 63, Account Management, Asset Allocation, Wealth Management, Alternative Investments, Financial Services
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts, Communications & Rhetoric; Spanish & Business Administration
OppenheimerFunds May 2014 - Present
Citi November 2013 - May 2014
W. P. Carey & Co. LLC December 2011 - September 2013
New York Life Insurance Company March 2011 - December 2011
New York Life Insurance Company December 2008 - March 2011
Double Rock Corporation January 2008 - December 2008
Skills
Investments, Securities, Portfolio Management, Mutual Funds, Due Diligence, Fixed Annuities, Account Reconciliation, Sales, Financial Markets, FINRA, Financial Advisory, Series 7, Series 63, Account Management, Asset Allocation, Wealth Management, Alternative Investments, Financial Services
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts, Communications & Rhetoric; Spanish & Business Administration
Stephen Volpe's OppenheimerFunds Experience February 2015 - Present
Job Assistant Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds February 2015 - Present
Morgan Stanley Investment Management August 2004 - February 2015
Deutsche Asset Management August 2003 - July 2004
Skills
Hedge Funds, Investment Management, Mutual Funds
Education
Towson University 1999 — 2003
Bachelors, Finance, Business Administration
OppenheimerFunds February 2015 - Present
Morgan Stanley Investment Management August 2004 - February 2015
Deutsche Asset Management August 2003 - July 2004
Skills
Hedge Funds, Investment Management, Mutual Funds
Education
Towson University 1999 — 2003
Bachelors, Finance, Business Administration
Cheryl Hampton's OppenheimerFunds Experience September 2009 - Present
Job VP Investment Tax at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds September 2009 - Present
Calamos Investments March 2007 - September 2009
PricewaterhouseCoopers July 1991 - March 2007
Education
Trinity University 1987 — 1991
B.S., Business Administration (Concentration in Accounting and Finance)
OppenheimerFunds September 2009 - Present
Calamos Investments March 2007 - September 2009
PricewaterhouseCoopers July 1991 - March 2007
Education
Trinity University 1987 — 1991
B.S., Business Administration (Concentration in Accounting and Finance)
Mani Govil's OppenheimerFunds Experience 2009 - Present
Job Managing Director at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2009 - Present
Guardian Life Insurance 2005 - 2006
Mercantile Bank 1993 - 2005
Skills
Asset Management, Equities, Investments, Management, Portfolio Management, Securities
Education
University of Cincinnati College of Business 1990 — 1992
MBA, FInane & Information Systems
OppenheimerFunds 2009 - Present
Guardian Life Insurance 2005 - 2006
Mercantile Bank 1993 - 2005
Skills
Asset Management, Equities, Investments, Management, Portfolio Management, Securities
Education
University of Cincinnati College of Business 1990 — 1992
MBA, FInane & Information Systems
Jena Swank's OppenheimerFunds Experience 2001 - 2001
Job Accounting Coordinator at Nelson Westerberg of Virginia
Industry Accounting
Experience
Nelson Westerberg, Inc April 2013 - Present
Reads Moving Systems of Carolina December 2012 - April 2013
various January 2011 - December 2012
Olive Software November 2007 - July 2010
Geronimo Financial September 2006 - September 2007
Budget Truck Rental January 2004 - March 2006
Oppenheimer Funds May 2001 - January 2002
Colorado Department of Public Health 2002 - 2002
OppenheimerFunds 2001 - 2001
CSG International 2000 - 2001
Skills
Microsoft Office, Process Improvement, Team Building, Strategic Planning, Customer Service, Management, PowerPoint, Budgets, Financial Analysis, Oracle, Sales, Payroll, Accounting, Business Intelligence, Microsoft Excel, Forecasting, Financial Reporting, Employee Relations, Employee Benefits, Operations Management, Leadership, Income Statement, Account Management, Outlook, Team Leadership, System Administration, Risk Management, Project Planning, Project Management, Microsoft Word, Business Planning, Change Management, Retail, Program Management, Event Planning, Contract Negotiation, Business Development, Research, Purchasing, Salesforce.com, Marketing, Coaching, CRM, Management Consulting, Inventory Management, Business Analysis, Vendor Management, Leadership Development, Teamwork, Business Strategy
Education
Tulane University 1989 — 1994
BA, Media Arts
Tulane University 1989 — 1994
BA, Media Arts (Public Relations & Advertising)
Nelson Westerberg, Inc April 2013 - Present
Reads Moving Systems of Carolina December 2012 - April 2013
various January 2011 - December 2012
Olive Software November 2007 - July 2010
Geronimo Financial September 2006 - September 2007
Budget Truck Rental January 2004 - March 2006
Oppenheimer Funds May 2001 - January 2002
Colorado Department of Public Health 2002 - 2002
OppenheimerFunds 2001 - 2001
CSG International 2000 - 2001
Skills
Microsoft Office, Process Improvement, Team Building, Strategic Planning, Customer Service, Management, PowerPoint, Budgets, Financial Analysis, Oracle, Sales, Payroll, Accounting, Business Intelligence, Microsoft Excel, Forecasting, Financial Reporting, Employee Relations, Employee Benefits, Operations Management, Leadership, Income Statement, Account Management, Outlook, Team Leadership, System Administration, Risk Management, Project Planning, Project Management, Microsoft Word, Business Planning, Change Management, Retail, Program Management, Event Planning, Contract Negotiation, Business Development, Research, Purchasing, Salesforce.com, Marketing, Coaching, CRM, Management Consulting, Inventory Management, Business Analysis, Vendor Management, Leadership Development, Teamwork, Business Strategy
Education
Tulane University 1989 — 1994
BA, Media Arts
Tulane University 1989 — 1994
BA, Media Arts (Public Relations & Advertising)
Anthony Allocco's OppenheimerFunds Experience September 2011 - Present
Job AVP, DCIO Distrubution & Strategy at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2011 - Present
OppenheimerFunds 2005 - September 2011
OppenheimerFunds 2003 - 2005
OppenheimerFunds 2001 - 2003
Skills
Series 63, Investments, Sales, Asset Allocation, Relationship Management, FINRA, Retirement, Alternative Investments, Strategy, Series 7, Separately Managed..., Defined Benefit, Mutual Funds, Fixed Annuities, Series 6, Wealth Management, CRM, Banking, Financial Services, Series 24, 401k, Retirement Planning, Customer Service, Salesforce.com, Portfolio Management, Series 65
Education
University at Albany, SUNY 1986 — 1990
OppenheimerFunds September 2011 - Present
OppenheimerFunds 2005 - September 2011
OppenheimerFunds 2003 - 2005
OppenheimerFunds 2001 - 2003
Skills
Series 63, Investments, Sales, Asset Allocation, Relationship Management, FINRA, Retirement, Alternative Investments, Strategy, Series 7, Separately Managed..., Defined Benefit, Mutual Funds, Fixed Annuities, Series 6, Wealth Management, CRM, Banking, Financial Services, Series 24, 401k, Retirement Planning, Customer Service, Salesforce.com, Portfolio Management, Series 65
Education
University at Albany, SUNY 1986 — 1990
Polly Apostolopoulos's OppenheimerFunds Experience 1996 - 1999
Job Financial Services/Specialist at StateFarm
Industry Insurance
Experience
StateFarm August 2002 - Present
Janus Capital Group 1996 - 2002
OppenheimerFunds 1996 - 1999
Skills
Insurance, Customer Relations, Microsoft Office, Customer Service, Excel, Bilingual
Education
University of California, Los Angeles 1989 — 1993
Bachelor of Arts (B.A.), Social Psychology
StateFarm August 2002 - Present
Janus Capital Group 1996 - 2002
OppenheimerFunds 1996 - 1999
Skills
Insurance, Customer Relations, Microsoft Office, Customer Service, Excel, Bilingual
Education
University of California, Los Angeles 1989 — 1993
Bachelor of Arts (B.A.), Social Psychology
Lucas Reppa's OppenheimerFunds Experience July 2006 - August 2010
Job AVP Financial Planning
Industry Financial Services
Experience
Xome December 2012 - Present
Homeward Residential, Inc. June 2012 - December 2012
Homeward Residential, Inc. August 2010 - June 2012
OppenheimerFunds July 2006 - August 2010
Applied Films Corporation February 2006 - July 2006
Nokia Corporation January 2005 - February 2006
Skills
Accounting, Consolidation, Access, Excel, Reconciliations, Automation, Process Improvement, SAP, Essbase, Financial Analysis, Data Analysis, Databases, Budget, Forecasting, Pricing, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA/MPA, Accounting
Xome December 2012 - Present
Homeward Residential, Inc. June 2012 - December 2012
Homeward Residential, Inc. August 2010 - June 2012
OppenheimerFunds July 2006 - August 2010
Applied Films Corporation February 2006 - July 2006
Nokia Corporation January 2005 - February 2006
Skills
Accounting, Consolidation, Access, Excel, Reconciliations, Automation, Process Improvement, SAP, Essbase, Financial Analysis, Data Analysis, Databases, Budget, Forecasting, Pricing, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA/MPA, Accounting
Merrell Hora's OppenheimerFunds Experience July 1998 - November 2002
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Barclays Capital 2009 - June 2014
NYU 2009 - 2009
Credit Suisse 2004 - 2009
Lava Trading 2003 - 2004
OppenheimerFunds July 1998 - November 2002
Skills
Econometrics, Bayesian statistics, Portfolio Management, Quantitative Finance, Quantitative Analytics, Equities, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Trading
Education
University of Minnesota-Twin Cities 1991 — 1998
Ph.D., Economics
University of California, San Diego 1986 — 1990
B.A., Quantitative Economics
Bank of America June 2014 - Present
Barclays Capital 2009 - June 2014
NYU 2009 - 2009
Credit Suisse 2004 - 2009
Lava Trading 2003 - 2004
OppenheimerFunds July 1998 - November 2002
Skills
Econometrics, Bayesian statistics, Portfolio Management, Quantitative Finance, Quantitative Analytics, Equities, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Trading
Education
University of Minnesota-Twin Cities 1991 — 1998
Ph.D., Economics
University of California, San Diego 1986 — 1990
B.A., Quantitative Economics
Stephen Milton's OppenheimerFunds Experience May 2013 - August 2013
Job Assurance Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey September 2015 - Present
The MathWorks June 2014 - August 2014
OppenheimerFunds May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Access
Education
Elon University 2011 — 2015
Bachelor of Science in Business Administration, Accounting
Universidad de Sevilla 2013 — 2013
International Business & Culture
Holliston High School 2007 — 2011
McGladrey September 2015 - Present
The MathWorks June 2014 - August 2014
OppenheimerFunds May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Access
Education
Elon University 2011 — 2015
Bachelor of Science in Business Administration, Accounting
Universidad de Sevilla 2013 — 2013
International Business & Culture
Holliston High School 2007 — 2011
Sarah Beaumont, CFA's OppenheimerFunds Experience April 2011 - February 2014
Job Vice President, Healthcare Investor Relations at ICR
Industry Financial Services
Experience
ICR March 2014 - Present
OppenheimerFunds April 2011 - February 2014
OppenheimerFunds August 2010 - April 2011
T. Rowe Price April 2008 - July 2010
T. Rowe Price August 2006 - March 2008
T. Rowe Price August 2005 - July 2006
T. Rowe Price July 2004 - July 2005
Skills
Series 7, Bloomberg, Mutual Funds, Economics, Fixed Income, Equities, Investments, Factset, Morningstar, Financial Markets, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Global Business, Finance
University of Maryland Baltimore County 2000 — 2004
BS, Financial Economics, Modern Languages and Linguistics
Université Nice Sophia Antipolis 2002 — 2003
Economics, Literature
ICR March 2014 - Present
OppenheimerFunds April 2011 - February 2014
OppenheimerFunds August 2010 - April 2011
T. Rowe Price April 2008 - July 2010
T. Rowe Price August 2006 - March 2008
T. Rowe Price August 2005 - July 2006
T. Rowe Price July 2004 - July 2005
Skills
Series 7, Bloomberg, Mutual Funds, Economics, Fixed Income, Equities, Investments, Factset, Morningstar, Financial Markets, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Global Business, Finance
University of Maryland Baltimore County 2000 — 2004
BS, Financial Economics, Modern Languages and Linguistics
Université Nice Sophia Antipolis 2002 — 2003
Economics, Literature
Patty Sward-Malczewski's OppenheimerFunds Experience December 2010 - Present
Job Sr. Service Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2010 - Present
OppenheimerFunds January 2006 - December 2010
Skills
Outlook, Microsoft Word, Nonprofits, Retirement, Investments, Mutual Funds, Series 6, Microsoft Excel, Visio, Public Speaking, Adobe Professional, Series 26, IRAs, 401k, Financial Services, FINRA, Team Leadership, Customer Service, Securities, Leadership
Education
UC Davis 1975 — 1980
Spanish Literature, Biology, Chemistry, Spanish
OppenheimerFunds December 2010 - Present
OppenheimerFunds January 2006 - December 2010
Skills
Outlook, Microsoft Word, Nonprofits, Retirement, Investments, Mutual Funds, Series 6, Microsoft Excel, Visio, Public Speaking, Adobe Professional, Series 26, IRAs, 401k, Financial Services, FINRA, Team Leadership, Customer Service, Securities, Leadership
Education
UC Davis 1975 — 1980
Spanish Literature, Biology, Chemistry, Spanish
Andrew McArthur, FRM, CPA's OppenheimerFunds Experience July 2013 - Present
Job AVP, Investment Risk Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2013 - Present
OppenheimerFunds July 2009 - July 2013
OppenheimerFunds October 2003 - June 2009
PwC August 1998 - September 2003
Skills
Financial Risk Manager..., Certified Public..., Enterprise Risk..., Sarbanes-Oxley, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Investments, Management, Financial Modeling, Process Improvement, Asset Management, Accounting, Financial Analysis, Financial Services, Business Analysis, Mutual Funds, Finance
Education
University of California, Los Angeles 1994 — 1998
Bachelor's degree, Business Economics
OppenheimerFunds July 2013 - Present
OppenheimerFunds July 2009 - July 2013
OppenheimerFunds October 2003 - June 2009
PwC August 1998 - September 2003
Skills
Financial Risk Manager..., Certified Public..., Enterprise Risk..., Sarbanes-Oxley, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Investments, Management, Financial Modeling, Process Improvement, Asset Management, Accounting, Financial Analysis, Financial Services, Business Analysis, Mutual Funds, Finance
Education
University of California, Los Angeles 1994 — 1998
Bachelor's degree, Business Economics
Rijn van der Walt's OppenheimerFunds Experience April 2013 - Present
Job Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds April 2013 - Present
Latin Markets February 2012 - April 2012
Skills
Financial Modeling, Economics, Equities, Valuation, Equity Research, Alternative Investments, Investments, Bloomberg, Capital Markets, Hedge Funds, Portfolio Management, Emerging Markets, Asset Management, Financial Analysis
Education
The University of Queensland 2009 — 2010
Master Business Economics
University of Cape Town 2005 — 2008
Bachelor Commerce, (Economics, Politics, Philosophy)
Hilton College 2000 — 2004
High School, English, French, Physical Science, Biology, Mathematics, Afrikaans
OppenheimerFunds April 2013 - Present
Latin Markets February 2012 - April 2012
Skills
Financial Modeling, Economics, Equities, Valuation, Equity Research, Alternative Investments, Investments, Bloomberg, Capital Markets, Hedge Funds, Portfolio Management, Emerging Markets, Asset Management, Financial Analysis
Education
The University of Queensland 2009 — 2010
Master Business Economics
University of Cape Town 2005 — 2008
Bachelor Commerce, (Economics, Politics, Philosophy)
Hilton College 2000 — 2004
High School, English, French, Physical Science, Biology, Mathematics, Afrikaans
Careen Riordan Haupt's OppenheimerFunds Experience January 1999 - Present
Job Operations Specialist in Retirment Plans at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 1999 - Present
SkyWest Airlines September 1994 - November 1997
Skills
Series 6, Series 63, IRAs, 401k, Series 7, Investments, Mutual Funds, Retirement, FINRA, Financial Services, Customer Service, Leadership, Teamwork, Compassion, Instructional Design, Training, Training Design, Chartered Retirement...
Education
University of California, Santa Cruz 1991 — 1993
Bachelor of Arts (BA), Sociology and Math
OppenheimerFunds January 1999 - Present
SkyWest Airlines September 1994 - November 1997
Skills
Series 6, Series 63, IRAs, 401k, Series 7, Investments, Mutual Funds, Retirement, FINRA, Financial Services, Customer Service, Leadership, Teamwork, Compassion, Instructional Design, Training, Training Design, Chartered Retirement...
Education
University of California, Santa Cruz 1991 — 1993
Bachelor of Arts (BA), Sociology and Math
Allison (Koerperich) Balachowski's OppenheimerFunds Experience March 2014 - Present
Job Assistant Supervisor
Industry Financial Services
Experience
OppenheimerFunds March 2014 - Present
Denver Dumb Friends League March 2013 - September 2013
Wayside Waifs November 2010 - December 2012
Skills
Nonprofits, Volunteer Management, Community Outreach, Public Speaking, Team Management, Leadership Development
Education
University of Missouri-Kansas City 2008 — 2011
Bachelor of Arts (BA), Psychology
University of Kansas 2007 — 2008
Microbiology, General
OppenheimerFunds March 2014 - Present
Denver Dumb Friends League March 2013 - September 2013
Wayside Waifs November 2010 - December 2012
Skills
Nonprofits, Volunteer Management, Community Outreach, Public Speaking, Team Management, Leadership Development
Education
University of Missouri-Kansas City 2008 — 2011
Bachelor of Arts (BA), Psychology
University of Kansas 2007 — 2008
Microbiology, General
Sneha Mehta's OppenheimerFunds Experience October 2002 - June 2007
Job Marketing and Client Services Supervisor at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management November 2014 - Present
Baron Capital Group, Inc. August 2008 - August 2014
Brookfield Asset Management June 2007 - February 2008
OppenheimerFunds October 2002 - June 2007
Skills
Alternative Investments, Mutual Funds, Asset Management, Hedge Funds, Equities, Investment Management, Fixed Income, Investments, Asset Allocation, Portfolio Management, Private Equity, Separately Managed..., Financial Services
Education
The University of Texas at Austin 1994 — 1998
Bachelor's degree, Political Science and Government
Unversity of Texas at Austin
Government
Pzena Investment Management November 2014 - Present
Baron Capital Group, Inc. August 2008 - August 2014
Brookfield Asset Management June 2007 - February 2008
OppenheimerFunds October 2002 - June 2007
Skills
Alternative Investments, Mutual Funds, Asset Management, Hedge Funds, Equities, Investment Management, Fixed Income, Investments, Asset Allocation, Portfolio Management, Private Equity, Separately Managed..., Financial Services
Education
The University of Texas at Austin 1994 — 1998
Bachelor's degree, Political Science and Government
Unversity of Texas at Austin
Government
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY