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
Seth Washeck Seth Washeck's OppenheimerFunds Experience June 2013 - Present
Job SQL Server/Sybase DBA at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2013 - Present
Baxter Healthcare September 2011 - June 2013
Denver Seminary January 2008 - September 2011
National Cattlemen's Beef Association September 2007 - January 2008
Clayton Fixed Income Services January 2005 - July 2007
University of Colorado Denver September 2000 - January 2004
Skills
Database Administration, Databases, Data Analysis, Research, Biblical Studies, Preaching, Teaching, C#, SQL, Performance Tuning, Microsoft SQL Server, Replication, SQL Server, Microsoft Cluster, High Availability..., Query Tuning, ITIL Certified, NetApp, PostgreSQL, Lucene, Python, .NET, redis, Tornado, ASP.NET MVC, Full-Text Search, postgis, Luke-Acts, New Testament Studies, Amazon Web Services, T-SQL, SQL Tuning, Relational Databases, Database Admin, Active Directory, Business Intelligence, Disaster Recovery, Database Design
Education
Denver Seminary 2007 — 2011
M.A., Biblical Studies - New Testament
University of Colorado Denver 2003 — 2004
M.S., Knowledge Management and Decision Support
OppenheimerFunds June 2013 - Present
Baxter Healthcare September 2011 - June 2013
Denver Seminary January 2008 - September 2011
National Cattlemen's Beef Association September 2007 - January 2008
Clayton Fixed Income Services January 2005 - July 2007
University of Colorado Denver September 2000 - January 2004
Skills
Database Administration, Databases, Data Analysis, Research, Biblical Studies, Preaching, Teaching, C#, SQL, Performance Tuning, Microsoft SQL Server, Replication, SQL Server, Microsoft Cluster, High Availability..., Query Tuning, ITIL Certified, NetApp, PostgreSQL, Lucene, Python, .NET, redis, Tornado, ASP.NET MVC, Full-Text Search, postgis, Luke-Acts, New Testament Studies, Amazon Web Services, T-SQL, SQL Tuning, Relational Databases, Database Admin, Active Directory, Business Intelligence, Disaster Recovery, Database Design
Education
Denver Seminary 2007 — 2011
M.A., Biblical Studies - New Testament
University of Colorado Denver 2003 — 2004
M.S., Knowledge Management and Decision Support
Savanna Uland Savanna Uland's OppenheimerFunds Experience September 2014 - Present
Job Sr. Service Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
Cherry Creek School District August 2013 - August 2014
Barnes & Noble November 2012 - November 2013
University of Denver September 2011 - August 2013
English Language Center March 2013 - June 2013
Centar Zdravo Starenje June 2012 - August 2012
Public Achievement September 2011 - May 2012
Skills
Film Production, Some Spanish, Some Italian, Teaching English as a..., Idea Generation, Writing and editing, Customer-focused Service, Creativity Skills, Adaptability, Intercultural Relations, Travel, Analysis, Social Justice, Community Organizing, Microsoft Excel..., Microsoft Applications, Sony Vegas Video, Final Cut Pro, On-camera Interviewing, Blogging, Facebook, Creative Writing, Italian, Youth Mentoring, Spanish, English, Editing, Microsoft Excel, Community Outreach, Intercultural..., Social Networking, Event Planning, Public Speaking, International Relations
Education
University of Denver 2011 — 2013
Bachelor of Arts (B.A.), Media Studies, minors: English & Intercultural Global Studies, Senior 3.75 GPA
University of Colorado at Denver 2008 — 2011
OppenheimerFunds September 2014 - Present
Cherry Creek School District August 2013 - August 2014
Barnes & Noble November 2012 - November 2013
University of Denver September 2011 - August 2013
English Language Center March 2013 - June 2013
Centar Zdravo Starenje June 2012 - August 2012
Public Achievement September 2011 - May 2012
Skills
Film Production, Some Spanish, Some Italian, Teaching English as a..., Idea Generation, Writing and editing, Customer-focused Service, Creativity Skills, Adaptability, Intercultural Relations, Travel, Analysis, Social Justice, Community Organizing, Microsoft Excel..., Microsoft Applications, Sony Vegas Video, Final Cut Pro, On-camera Interviewing, Blogging, Facebook, Creative Writing, Italian, Youth Mentoring, Spanish, English, Editing, Microsoft Excel, Community Outreach, Intercultural..., Social Networking, Event Planning, Public Speaking, International Relations
Education
University of Denver 2011 — 2013
Bachelor of Arts (B.A.), Media Studies, minors: English & Intercultural Global Studies, Senior 3.75 GPA
University of Colorado at Denver 2008 — 2011
Stephani Samaras Stephani Samaras's OppenheimerFunds Experience 1997 - 1998
Job Chief Operating Officer at Northwestern Mutual Denver
Industry Financial Services
Experience
Northwestern Mutual - Denver April 2004 - Present
Creation Chamber, LLC 2002 - 2004
DATA Inc. 2001 - 2002
FitnessAge 1999 - 2001
Denver Metro Chamber of Commerce 1998 - 1999
OppenheimerFunds 1997 - 1998
Eddie Bauer 1993 - 1997
Eddie Bauer 1991 - 1993
Eddie Bauer 1987 - 1991
Skills
Financial Services, Finance, Business Analysis, Networking, Leadership, Strategic Financial..., Insurance, Healthcare, Strategic Planning, Sales, Life Insurance, Financial Analysis, Financial Advisory, Coaching, Retirement, Wealth Management, Team Building, Investments, Leadership Development, Business Strategy
Education
University of Colorado Boulder 1988 — 1991
Northwestern Mutual - Denver April 2004 - Present
Creation Chamber, LLC 2002 - 2004
DATA Inc. 2001 - 2002
FitnessAge 1999 - 2001
Denver Metro Chamber of Commerce 1998 - 1999
OppenheimerFunds 1997 - 1998
Eddie Bauer 1993 - 1997
Eddie Bauer 1991 - 1993
Eddie Bauer 1987 - 1991
Skills
Financial Services, Finance, Business Analysis, Networking, Leadership, Strategic Financial..., Insurance, Healthcare, Strategic Planning, Sales, Life Insurance, Financial Analysis, Financial Advisory, Coaching, Retirement, Wealth Management, Team Building, Investments, Leadership Development, Business Strategy
Education
University of Colorado Boulder 1988 — 1991
Adam S. Wilde, CFA Adam S. Wilde, CFA's OppenheimerFunds Experience August 2013 - Present
Job Vice President Senior Portfolio Manager at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2013 - Present
OppenheimerFunds February 2011 - August 2013
OppenheimerFunds June 2008 - February 2011
OppenheimerFunds January 2007 - June 2008
OppenheimerFunds May 2005 - January 2007
OppenheimerFunds November 2004 - May 2005
OppenheimerFunds June 2002 - November 2004
OppenheimerFunds September 2001 - June 2002
Skills
Fixed Income, Mutual Funds, Bloomberg, Portfolio Management, Structured Finance, Investments, Asset Managment, ABS, Capital Markets, Equity Research, Bonds
Education
University of Colorado Denver 2004 — 2007
MBA, Finance
University of Northern Iowa 1999 — 2001
BA, Finance
OppenheimerFunds August 2013 - Present
OppenheimerFunds February 2011 - August 2013
OppenheimerFunds June 2008 - February 2011
OppenheimerFunds January 2007 - June 2008
OppenheimerFunds May 2005 - January 2007
OppenheimerFunds November 2004 - May 2005
OppenheimerFunds June 2002 - November 2004
OppenheimerFunds September 2001 - June 2002
Skills
Fixed Income, Mutual Funds, Bloomberg, Portfolio Management, Structured Finance, Investments, Asset Managment, ABS, Capital Markets, Equity Research, Bonds
Education
University of Colorado Denver 2004 — 2007
MBA, Finance
University of Northern Iowa 1999 — 2001
BA, Finance
Casey Weston's OppenheimerFunds Experience June 2010 - August 2010
Job Equity Research Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Goldman Sachs May 2013 - May 2014
Goldman Sachs June 2011 - April 2013
University of Colorado at Boulder - Leeds School of Business October 2010 - May 2011
OppenheimerFunds June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Equities, Bloomberg, Analysis
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (B.S.), Finance, Entrepreneurship
TIAA-CREF June 2014 - Present
Goldman Sachs May 2013 - May 2014
Goldman Sachs June 2011 - April 2013
University of Colorado at Boulder - Leeds School of Business October 2010 - May 2011
OppenheimerFunds June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Equities, Bloomberg, Analysis
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (B.S.), Finance, Entrepreneurship
Olivia Kossik Olivia Kossik's OppenheimerFunds Experience March 2015 - Present
Job Service Associate at OppenheimerFunds
Industry Higher Education
Experience
OppenheimerFunds March 2015 - Present
Wells Fargo May 2014 - February 2015
University of Colorado August 2010 - May 2014
Primrose Schools June 2006 - August 2010
Skills
Savings Accounts, Certificates of Deposit, Account Research, SVP, Store Vision, Time Management, Critical Thinking, Spanish, Tutoring, Community Outreach, Spanish-speaking, Creative Writing, Intercultural..., Teaching English as a..., Cpr Certified, Translation, Academic Tutoring, Childcare, Curriculum Design, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service
Education
University of Colorado Boulder 2010 — 2014
Bachelor's Degree, Spanish/ Business
OppenheimerFunds March 2015 - Present
Wells Fargo May 2014 - February 2015
University of Colorado August 2010 - May 2014
Primrose Schools June 2006 - August 2010
Skills
Savings Accounts, Certificates of Deposit, Account Research, SVP, Store Vision, Time Management, Critical Thinking, Spanish, Tutoring, Community Outreach, Spanish-speaking, Creative Writing, Intercultural..., Teaching English as a..., Cpr Certified, Translation, Academic Tutoring, Childcare, Curriculum Design, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service
Education
University of Colorado Boulder 2010 — 2014
Bachelor's Degree, Spanish/ Business
Kristin Wood Kristin Wood's OppenheimerFunds Experience January 2009 - September 2011
Job Senior Project Manager
Industry Information Technology and Services
Experience
Delta Air Lines August 2015 - Present
Tech-Pro, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - July 2015
U.S. Bank September 2011 - January 2014
OppenheimerFunds January 2009 - September 2011
OppenheimerFunds July 2006 - January 2009
OppenheimerFunds July 1999 - January 2006
Skills
Project Management, Agile Project Management, Software Project..., Project Delivery, Strategic Planning, Agile Methodologies, Scrum, Team Leadership, Business Analysis, Requirements Analysis, Financial Analysis, Budgets, Business Process, Cross-functional Team..., Business Intelligence, IT Strategy, CRM, MS Project, SharePoint
Education
University of Colorado Denver
Bachelor of Science, Finance
Delta Air Lines August 2015 - Present
Tech-Pro, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - July 2015
U.S. Bank September 2011 - January 2014
OppenheimerFunds January 2009 - September 2011
OppenheimerFunds July 2006 - January 2009
OppenheimerFunds July 1999 - January 2006
Skills
Project Management, Agile Project Management, Software Project..., Project Delivery, Strategic Planning, Agile Methodologies, Scrum, Team Leadership, Business Analysis, Requirements Analysis, Financial Analysis, Budgets, Business Process, Cross-functional Team..., Business Intelligence, IT Strategy, CRM, MS Project, SharePoint
Education
University of Colorado Denver
Bachelor of Science, Finance
Morgan Lowe's OppenheimerFunds Experience November 2014 - April 2015
Job Back Office Agent at DIRECTV
Industry Government Administration
Experience
DIRECTV May 2015 - Present
OppenheimerFunds November 2014 - April 2015
University of Colorado August 2012 - August 2014
State of Colorado August 2010 - August 2014
Skills
Research, Public Speaking, Event Planning, Social Media, Nonprofits, Editing, Community Outreach, PowerPoint, Writing, Social Networking, Finance, Microsoft Office, Microsoft Word
Education
University of Colorado Boulder 2015 — 2019
English, English Language and Literature, General
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (BA), English Language and Literature, General
DIRECTV May 2015 - Present
OppenheimerFunds November 2014 - April 2015
University of Colorado August 2012 - August 2014
State of Colorado August 2010 - August 2014
Skills
Research, Public Speaking, Event Planning, Social Media, Nonprofits, Editing, Community Outreach, PowerPoint, Writing, Social Networking, Finance, Microsoft Office, Microsoft Word
Education
University of Colorado Boulder 2015 — 2019
English, English Language and Literature, General
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (BA), English Language and Literature, General
Jack Mertens Jack Mertens's OppenheimerFunds Experience June 2014 - August 2014
Job Alternative Liquidations Intern at SquareTwo Financial
Industry
Experience
SquareTwo Financial June 2015 - Present
Colliers-International January 2015 - April 2015
OppenheimerFunds June 2014 - August 2014
Jensen Investment Management May 2013 - August 2013
The Club at Kruse Woods May 2012 - August 2012
Portland After School Tennis & Education June 2009 - September 2010
Skills
Real Estate, Nonprofits, Social Networking, Valuation, Teamwork, Leadership, Creative Direction, Strategic Planning, Financial Modeling, Event Management, Entrepreneurship
Education
University of Economics, Prague 2014 — 2014
International Finance, Economics
University of Colorado Boulder 2011 — 2015
Bachelor of Science (BS), Finance, General
Lake Oswego High School 2007 — 2011
SquareTwo Financial June 2015 - Present
Colliers-International January 2015 - April 2015
OppenheimerFunds June 2014 - August 2014
Jensen Investment Management May 2013 - August 2013
The Club at Kruse Woods May 2012 - August 2012
Portland After School Tennis & Education June 2009 - September 2010
Skills
Real Estate, Nonprofits, Social Networking, Valuation, Teamwork, Leadership, Creative Direction, Strategic Planning, Financial Modeling, Event Management, Entrepreneurship
Education
University of Economics, Prague 2014 — 2014
International Finance, Economics
University of Colorado Boulder 2011 — 2015
Bachelor of Science (BS), Finance, General
Lake Oswego High School 2007 — 2011
Eric Bowcock's OppenheimerFunds Experience August 2013 - Present
Job Regional Advisor Consultant
Industry Financial Services
Experience
OppenheimerFunds August 2013 - Present
Wells Fargo May 2012 - August 2012
Wells Fargo Advisors May 2010 - August 2011
Mosaic Sales Solutions 2010 - 2011
Skills
Finance, Sales, Investments, Financial Advisory, Real Estate, Microsoft Excel, Public Speaking, Time Management, Research, Microsoft Office, Customer Service, Critical Thinking, Teaching, Teamwork, Consulting, Investment Advisory, Series 7, Analysis
Education
University of Colorado Boulder
Bachelor of Business Administration (BBA), Business Administration with an emphasis in Finance and Real Estate Certificate
OppenheimerFunds August 2013 - Present
Wells Fargo May 2012 - August 2012
Wells Fargo Advisors May 2010 - August 2011
Mosaic Sales Solutions 2010 - 2011
Skills
Finance, Sales, Investments, Financial Advisory, Real Estate, Microsoft Excel, Public Speaking, Time Management, Research, Microsoft Office, Customer Service, Critical Thinking, Teaching, Teamwork, Consulting, Investment Advisory, Series 7, Analysis
Education
University of Colorado Boulder
Bachelor of Business Administration (BBA), Business Administration with an emphasis in Finance and Real Estate Certificate
Adam Cribari Adam Cribari's OppenheimerFunds Experience June 2013 - Present
Job Dealer Data Specialist at OppenheimerFunds
Industry Political Organization
Experience
OppenheimerFunds June 2013 - Present
Institute for Environmental Solutions April 2013 - June 2013
US Department of Homeland Security May 2011 - August 2011
Skills
Research, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Community Outreach, Social Media, Data Analysis, Social Media Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Economics with International Emphasis, 3.3
OppenheimerFunds June 2013 - Present
Institute for Environmental Solutions April 2013 - June 2013
US Department of Homeland Security May 2011 - August 2011
Skills
Research, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Community Outreach, Social Media, Data Analysis, Social Media Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Economics with International Emphasis, 3.3
Rachael Selden Rachael Selden's OppenheimerFunds Experience July 2015 - Present
Job Supervisor at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2015 - Present
OppenheimerFunds June 2014 - July 2015
JPMorgan Chase November 2012 - June 2014
Advanced Medical Personnel Services Inc. August 2012 - November 2012
Ashford University February 2012 - August 2012
Wells Fargo November 2011 - February 2012
Wells Fargo December 2010 - February 2012
Wells Fargo January 2009 - December 2010
Skills
Retail, Finance, Communication, Customer Service, Sales, Sales Management, Recruiting, Banking, Retail Banking, Series 6, Life Insurance, Time Management, Financial Advisory, Loans, Relationship Management, Customer Experience, Credit, Consumer Lending, Leadership, Insurance
Education
University of Colorado at Denver 2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
OppenheimerFunds July 2015 - Present
OppenheimerFunds June 2014 - July 2015
JPMorgan Chase November 2012 - June 2014
Advanced Medical Personnel Services Inc. August 2012 - November 2012
Ashford University February 2012 - August 2012
Wells Fargo November 2011 - February 2012
Wells Fargo December 2010 - February 2012
Wells Fargo January 2009 - December 2010
Skills
Retail, Finance, Communication, Customer Service, Sales, Sales Management, Recruiting, Banking, Retail Banking, Series 6, Life Insurance, Time Management, Financial Advisory, Loans, Relationship Management, Customer Experience, Credit, Consumer Lending, Leadership, Insurance
Education
University of Colorado at Denver 2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
O'Shea Joanne O'Shea Joanne's OppenheimerFunds Experience September 1997 - June 2008
Job Owner at Craignair Inn and Restaurant
Industry Hospitality
Experience
Craignair Inn and Restaurant April 2010 - Present
St. George Business Alliance August 2013 - Present
Jeonju, South Korea July 2008 - November 2009
OppenheimerFunds September 1997 - June 2008
Skills
Small Business, Customer Service, Microsoft Office, Hospitality Industry, Hotels, Restaurants, Event Management, Community Outreach, Budgets, Teaching, Social Media, Curriculum Design, Coaching, Management, Project Management, Communication, Account Reconciliation, Bookkeeping, Yoga, Nonprofits
Education
University of Colorado Denver 1992 — 1996
Bachelor of Science (B.S.), International Business
University of Colorado Denver 1992 — 1996
Bachelor of Arts (B.A.), French
ShivaShakti School of Yoga and Healing Arts 2010 — 2011
200 hr course
Craignair Inn and Restaurant April 2010 - Present
St. George Business Alliance August 2013 - Present
Jeonju, South Korea July 2008 - November 2009
OppenheimerFunds September 1997 - June 2008
Skills
Small Business, Customer Service, Microsoft Office, Hospitality Industry, Hotels, Restaurants, Event Management, Community Outreach, Budgets, Teaching, Social Media, Curriculum Design, Coaching, Management, Project Management, Communication, Account Reconciliation, Bookkeeping, Yoga, Nonprofits
Education
University of Colorado Denver 1992 — 1996
Bachelor of Science (B.S.), International Business
University of Colorado Denver 1992 — 1996
Bachelor of Arts (B.A.), French
ShivaShakti School of Yoga and Healing Arts 2010 — 2011
200 hr course
Shelly Jonasen Shelly Jonasen's OppenheimerFunds Experience August 2013 - Present
Job Manager of OperationsTransfer Agency 529 OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2013 - Present
OppenheimerFunds January 2012 - Present
OppenheimerFunds April 2008 - January 2012
T. Rowe Price 2004 - 2008
Loveland Ski Area 2000 - 2002
Skills
Series 63, Series 6, FINRA, 401k, Coaching, Retirement, Alternative Investments
Education
University of Colorado at Boulder
BA, History/Geography
Boulder High School
University of Northern Colorado
OppenheimerFunds August 2013 - Present
OppenheimerFunds January 2012 - Present
OppenheimerFunds April 2008 - January 2012
T. Rowe Price 2004 - 2008
Loveland Ski Area 2000 - 2002
Skills
Series 63, Series 6, FINRA, 401k, Coaching, Retirement, Alternative Investments
Education
University of Colorado at Boulder
BA, History/Geography
Boulder High School
University of Northern Colorado
Veronica Cuevas Perez Veronica Cuevas Perez's OppenheimerFunds Experience August 2010 - June 2011
Job Student at University of Colorado Boulder
Industry Mechanical or Industrial Engineering
Experience
University Hill Elementary January 2014 - Present
Kiewit August 2012 - May 2013
State Farm August 2011 - June 2012
OppenheimerFunds August 2010 - June 2011
Skills
Warm Calling, Data Entry, Microsoft Word, Microsoft Excel, Financial Literacy..., Electronic Filing, Digital Printing
Education
University of Colorado Boulder 2013 — 2017
Spanish Language and Literature
University of Colorado Boulder 2013 — 2017
Mechanical Engineering
Arrupe Jesuit High School 2009 — 2013
High School
University Hill Elementary January 2014 - Present
Kiewit August 2012 - May 2013
State Farm August 2011 - June 2012
OppenheimerFunds August 2010 - June 2011
Skills
Warm Calling, Data Entry, Microsoft Word, Microsoft Excel, Financial Literacy..., Electronic Filing, Digital Printing
Education
University of Colorado Boulder 2013 — 2017
Spanish Language and Literature
University of Colorado Boulder 2013 — 2017
Mechanical Engineering
Arrupe Jesuit High School 2009 — 2013
High School
Sean Lacy's OppenheimerFunds Experience November 2014 - March 2015
Job Sales Support Specialist at CenturyLink Business
Industry International Affairs
Experience
CenturyLink Business March 2015 - Present
OppenheimerFunds November 2014 - March 2015
Trep Cafe August 2011 - May 2014
tw telecom June 2012 - August 2012
Play It Again Sports and Fitness August 2008 - August 2010
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs, 3.2
CenturyLink Business March 2015 - Present
OppenheimerFunds November 2014 - March 2015
Trep Cafe August 2011 - May 2014
tw telecom June 2012 - August 2012
Play It Again Sports and Fitness August 2008 - August 2010
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs, 3.2
Geoff Yaworski's OppenheimerFunds Experience March 2008 - Present
Job Vice President of Technology
Industry Financial Services
Experience
OppenheimerFunds March 2008 - Present
Level 3 Communications May 2000 - March 2008
Raytheon May 1998 - May 2000
Skills
Outsourcing, Project Management, Staff Management, Telecommunications, Business Intelligence, Architecture, Software Development, Consulting, Management, Agile Project Management, Cloud Computing, SDLC, Oracle, Linux, Software Project..., Solaris, Agile Methodologies, Architectures, Enterprise Architecture, Enterprise Software, Requirements Analysis, Cross-functional Team..., Networking, VoIP, Integration, Program Management, Unix, Databases, Java, Business Analysis, Data Warehousing, Vendor Management, Solution Architecture, SaaS, Data Center, Security
Education
University of Colorado 2002 — 2004
Master's Degree, Computer Science
University of Regina 1993 — 1998
Bachelor's Degree, Industrial Systems Engineering
OppenheimerFunds March 2008 - Present
Level 3 Communications May 2000 - March 2008
Raytheon May 1998 - May 2000
Skills
Outsourcing, Project Management, Staff Management, Telecommunications, Business Intelligence, Architecture, Software Development, Consulting, Management, Agile Project Management, Cloud Computing, SDLC, Oracle, Linux, Software Project..., Solaris, Agile Methodologies, Architectures, Enterprise Architecture, Enterprise Software, Requirements Analysis, Cross-functional Team..., Networking, VoIP, Integration, Program Management, Unix, Databases, Java, Business Analysis, Data Warehousing, Vendor Management, Solution Architecture, SaaS, Data Center, Security
Education
University of Colorado 2002 — 2004
Master's Degree, Computer Science
University of Regina 1993 — 1998
Bachelor's Degree, Industrial Systems Engineering
Marc Stewart Marc Stewart's OppenheimerFunds Experience October 1995 - August 2002
Job Vice President at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group September 2002 - Present
OppenheimerFunds October 1995 - August 2002
EnecoTech Inc. January 1992 - September 1995
Skills
Mutual Funds, Alternative Investments, Series 7, Equities, Asset Management, Hedge Funds, Fixed Income, Investments, Asset Allocation, Portfolio Management, Securities, Bloomberg, Investment Management, Charles River IMS
Education
University of Colorado at Denver 1990 — 1994
Bachelor of Science (BS), Finance, General
Janus Capital Group September 2002 - Present
OppenheimerFunds October 1995 - August 2002
EnecoTech Inc. January 1992 - September 1995
Skills
Mutual Funds, Alternative Investments, Series 7, Equities, Asset Management, Hedge Funds, Fixed Income, Investments, Asset Allocation, Portfolio Management, Securities, Bloomberg, Investment Management, Charles River IMS
Education
University of Colorado at Denver 1990 — 1994
Bachelor of Science (BS), Finance, General
Alexander Kilen Alexander Kilen's OppenheimerFunds Experience August 2013 - July 2014
Job Associate at SiVal Advisors LLC
Industry Marketing and Advertising
Experience
OppenheimerFunds August 2013 - July 2014
University of Colorado August 2012 - May 2013
Bed Bath & Beyond June 2012 - August 2012
University of Colorado at Boulder ITS June 2011 - August 2011
Shoreline Amphitheatre May 2010 - September 2010
Starbucks November 2008 - September 2009
Skills
Sales, Course work in..., Project Management and..., Entrepreneurship, Research, Microsoft Office, PowerPoint, Social Media, Proficient in Microsoft..., Experience in Customer..., Social Networking, Marketing, Communication, Public Speaking, Teamwork, Data Analysis, Facebook, Leadership
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Economics Major/Business Minor
Los Altos High School 2005 — 2009
Diploma
OppenheimerFunds August 2013 - July 2014
University of Colorado August 2012 - May 2013
Bed Bath & Beyond June 2012 - August 2012
University of Colorado at Boulder ITS June 2011 - August 2011
Shoreline Amphitheatre May 2010 - September 2010
Starbucks November 2008 - September 2009
Skills
Sales, Course work in..., Project Management and..., Entrepreneurship, Research, Microsoft Office, PowerPoint, Social Media, Proficient in Microsoft..., Experience in Customer..., Social Networking, Marketing, Communication, Public Speaking, Teamwork, Data Analysis, Facebook, Leadership
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Economics Major/Business Minor
Los Altos High School 2005 — 2009
Diploma
Caitlyn Runden Caitlyn Runden's OppenheimerFunds Experience 2011 - 2012
Job Aspiring Medical Student
Industry Medical Practice
Experience
The Judge Group April 2012 - Present
OppenheimerFunds 2011 - 2012
California Pizza Kitchen 2007 - 2011
Skills
Customer Service, Food & Beverage, Food Processing, Manufacturing
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Arts (B.A.), Communication, General
The Judge Group April 2012 - Present
OppenheimerFunds 2011 - 2012
California Pizza Kitchen 2007 - 2011
Skills
Customer Service, Food & Beverage, Food Processing, Manufacturing
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Arts (B.A.), Communication, General
Ly Nichols Ly Nichols's OppenheimerFunds Experience December 2007 - August 2010
Job Derivatives Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2010 - Present
OppenheimerFunds December 2007 - August 2010
OppenheimerFunds August 2006 - November 2007
OppenheimerFunds March 2006 - July 2006
OppenheimerFunds June 2005 - February 2006
Merrill Lynch February 2003 - June 2005
Education
University of Colorado Denver 2000 — 2005
Finance
Wellington Management October 2010 - Present
OppenheimerFunds December 2007 - August 2010
OppenheimerFunds August 2006 - November 2007
OppenheimerFunds March 2006 - July 2006
OppenheimerFunds June 2005 - February 2006
Merrill Lynch February 2003 - June 2005
Education
University of Colorado Denver 2000 — 2005
Finance
Sean P. Malone Sean P. Malone's OppenheimerFunds Experience January 2003 - October 2003
Job Sales & Business Development Professional
Industry Financial Services
Experience
Great-West Financial May 2008 - November 2012
Symetra January 2007 - May 2008
REI October 2003 - May 2008
OppenheimerFunds January 2003 - October 2003
MetLife April 2000 - July 2002
Skills
Financial Services, Sales, Relationship Management, Account Management, Wealth Management, Portfolio Management, Mutual Funds, Investments, Insurance, Series 6, Series 63, Retirement Planning, 401k, Customer Service, Employee Benefits, Strategic Financial..., Business Development, Fixed Annuities, Retirement
Education
University of Colorado at Boulder 1990 — 1995
Bachelor of Arts (B.A.), International/Global Studies
American Bankers Association - National Compliance School 1998 — 1998
Compliance Certification, Banking, Corporate, Finance, and Securities Law
Arapahoe High School - Littleton, CO 1988 — 1990
Diploma
Great-West Financial May 2008 - November 2012
Symetra January 2007 - May 2008
REI October 2003 - May 2008
OppenheimerFunds January 2003 - October 2003
MetLife April 2000 - July 2002
Skills
Financial Services, Sales, Relationship Management, Account Management, Wealth Management, Portfolio Management, Mutual Funds, Investments, Insurance, Series 6, Series 63, Retirement Planning, 401k, Customer Service, Employee Benefits, Strategic Financial..., Business Development, Fixed Annuities, Retirement
Education
University of Colorado at Boulder 1990 — 1995
Bachelor of Arts (B.A.), International/Global Studies
American Bankers Association - National Compliance School 1998 — 1998
Compliance Certification, Banking, Corporate, Finance, and Securities Law
Arapahoe High School - Littleton, CO 1988 — 1990
Diploma
Marissa Andersen Marissa Andersen's OppenheimerFunds Experience June 2013 - Present
Job Contract Specialist
Industry Financial Services
Experience
OppenheimerFunds June 2013 - Present
OppenheimerFunds December 2011 - June 2013
OppenheimerFunds September 2010 - December 2011
OppenheimerFunds May 2011 - October 2011
Skills
Investments, Mutual Funds, Series 7, Customer Service, Series 6, Analysis, Financial Analysis, Series 63, Asset Allocation, Bloomberg, Alternative Investments, Finance, Customer Relations, Research, human resources..., Human Resources Job..., Microsoft Office, Word
Education
University of Denver 2013 — 2016
Master's degree, Leadership & Organization
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelors, Finance
Singapore American School 2002 — 2006
High School Diploma
OppenheimerFunds June 2013 - Present
OppenheimerFunds December 2011 - June 2013
OppenheimerFunds September 2010 - December 2011
OppenheimerFunds May 2011 - October 2011
Skills
Investments, Mutual Funds, Series 7, Customer Service, Series 6, Analysis, Financial Analysis, Series 63, Asset Allocation, Bloomberg, Alternative Investments, Finance, Customer Relations, Research, human resources..., Human Resources Job..., Microsoft Office, Word
Education
University of Denver 2013 — 2016
Master's degree, Leadership & Organization
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelors, Finance
Singapore American School 2002 — 2006
High School Diploma
Brian McGinty Brian McGinty's OppenheimerFunds Experience December 2010 - Present
Job
Industry Financial Services
Experience
OppenheimerFunds December 2010 - Present
Skills
Mutual Funds, FINRA, Equities, Separately Managed..., Financial Advisory, Fixed Annuities, ETFs, Relationship Management, Trading, Bonds, Options, Insurance, Series 7, Series 63, Banking, Start-ups
Education
University of Colorado at Denver
Master
University of Hawaii at Manoa
Bachelor of Arts
OppenheimerFunds December 2010 - Present
Skills
Mutual Funds, FINRA, Equities, Separately Managed..., Financial Advisory, Fixed Annuities, ETFs, Relationship Management, Trading, Bonds, Options, Insurance, Series 7, Series 63, Banking, Start-ups
Education
University of Colorado at Denver
Master
University of Hawaii at Manoa
Bachelor of Arts
Karen McGrath, MBA Karen McGrath, MBA's OppenheimerFunds Experience February 2008 - March 2012
Job Senior Support Business Analyst at Great West
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company March 2012 - Present
OppenheimerFunds February 2008 - March 2012
OppenheimerFunds November 2002 - February 2008
Elitch Gardens May 1997 - October 2007
Heritage Square Music Hall June 1995 - December 2005
Skills
Organizing, MS Office Suite, Attention To Detail, Customer Service, Outgoing, Quick Study, People Skills, Team Leadership, Feedback, Growth, Call Center, Creative Problem Solving, SharePoint, Microsoft Office
Education
University of Phoenix-Colorado Campus 2004 — 2006
MBA, Business Administration, Marketing
University of Phoenix - Colorado Campus 2003 — 2004
BS/BA, Business Administration
University of Colorado at Boulder 1996 — 2000
General Study
Alameda High School 1992 — 1996
Diploma, General
Great-West Life and Annuity Insurance Company March 2012 - Present
OppenheimerFunds February 2008 - March 2012
OppenheimerFunds November 2002 - February 2008
Elitch Gardens May 1997 - October 2007
Heritage Square Music Hall June 1995 - December 2005
Skills
Organizing, MS Office Suite, Attention To Detail, Customer Service, Outgoing, Quick Study, People Skills, Team Leadership, Feedback, Growth, Call Center, Creative Problem Solving, SharePoint, Microsoft Office
Education
University of Phoenix-Colorado Campus 2004 — 2006
MBA, Business Administration, Marketing
University of Phoenix - Colorado Campus 2003 — 2004
BS/BA, Business Administration
University of Colorado at Boulder 1996 — 2000
General Study
Alameda High School 1992 — 1996
Diploma, General
Rachel Lehman Rachel Lehman's OppenheimerFunds Experience January 2006 - Present
Job Senior Processing Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2006 - Present
Centrix Financial February 2004 - November 2005
CitiCapital July 1995 - August 2001
Skills
Loans, Customer Service, Credit, Process Improvement, Microsoft Excel, Microsoft Word, Microsoft Office, Credit Analysis, Account Management, Negotiation, Banking, Call Centers, Leadership, Outlook
Education
University of Colorado Denver 1991 — 1995
BA, Anthropology
OppenheimerFunds January 2006 - Present
Centrix Financial February 2004 - November 2005
CitiCapital July 1995 - August 2001
Skills
Loans, Customer Service, Credit, Process Improvement, Microsoft Excel, Microsoft Word, Microsoft Office, Credit Analysis, Account Management, Negotiation, Banking, Call Centers, Leadership, Outlook
Education
University of Colorado Denver 1991 — 1995
BA, Anthropology
Ryan Strauser Ryan Strauser's OppenheimerFunds Experience February 1998 - March 2003
Job VP Investment Management at Jackson
Industry Financial Services
Experience
Jackson May 2011 - Present
RS Consulting October 2009 - May 2011
Old Mutual Capital July 2006 - October 2009
Great-West March 2003 - July 2006
OppenheimerFunds February 1998 - March 2003
Education
University of Colorado Denver 2002 — 2004
MBA, Business
Wartburg College 1993 — 1997
BA, Marketing, Psychology
Jackson May 2011 - Present
RS Consulting October 2009 - May 2011
Old Mutual Capital July 2006 - October 2009
Great-West March 2003 - July 2006
OppenheimerFunds February 1998 - March 2003
Education
University of Colorado Denver 2002 — 2004
MBA, Business
Wartburg College 1993 — 1997
BA, Marketing, Psychology
Bret Hunt Bret Hunt's OppenheimerFunds Experience October 2014 - August 2015
Job Financial Professional
Industry Financial Services
Experience
OppenheimerFunds October 2014 - August 2015
AXA Advisors February 2013 - March 2014
Nationwide Insurance June 2010 - August 2012
Skills
Retirement Planning, Financial Analysis, Retirement
Education
University of Colorado at Boulder 2005 — 2010
Bachelor of Arts (B.A.), Economics
University of Hawaii at Manoa 2004 — 2005
OppenheimerFunds October 2014 - August 2015
AXA Advisors February 2013 - March 2014
Nationwide Insurance June 2010 - August 2012
Skills
Retirement Planning, Financial Analysis, Retirement
Education
University of Colorado at Boulder 2005 — 2010
Bachelor of Arts (B.A.), Economics
University of Hawaii at Manoa 2004 — 2005
Jahan Sadeghi, CFA Jahan Sadeghi, CFA's OppenheimerFunds Experience February 2012 - Present
Job AVP Fixed Income, Senior Money Market Trader at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2012 - Present
OppenheimerFunds February 2007 - January 2012
OppenheimerFunds 2001 - 2006
OppenheimerFunds 1996 - 2000
Skills
Fixed Income, Mutual Funds, Money Market Funds, Trading, Financial Analysis, Investments, Government Securities, Bloomberg
Education
University of Colorado Denver 2002 — 2005
MBA, Investment Analysis
University of Denver 1988 — 1994
BSBA, Marketing
Arvada High School 1985 — 1988
OppenheimerFunds February 2012 - Present
OppenheimerFunds February 2007 - January 2012
OppenheimerFunds 2001 - 2006
OppenheimerFunds 1996 - 2000
Skills
Fixed Income, Mutual Funds, Money Market Funds, Trading, Financial Analysis, Investments, Government Securities, Bloomberg
Education
University of Colorado Denver 2002 — 2005
MBA, Investment Analysis
University of Denver 1988 — 1994
BSBA, Marketing
Arvada High School 1985 — 1988
Dmitriy Podolny Dmitriy Podolny's OppenheimerFunds Experience July 2005 - July 2008
Job Relationship Manager at Computershare
Industry Financial Services
Experience
Computershare June 2015 - Present
Trust Company of America May 2013 - November 2014
Trust Company of America February 2009 - May 2013
OppenheimerFunds July 2005 - July 2008
OppenheimerFunds July 2005 - October 2007
Skills
Investments, Investment Properties, Finance, Financial Analysis, Mutual Funds, Series 7, Securities, Due Diligence, Real Estate, Mergers & Acquisitions, Asset Management, First Time Home Buyers, Foreclosures, Portfolio Management, Real Estate Transactions, Small Business, Insurance, Strategic Financial..., Investors, Residential Homes, Corporate Actions, Transfer Agency
Education
University of Colorado Denver 1994 — 1999
Bachelor of Science (B.S.), Finance, General
Computershare June 2015 - Present
Trust Company of America May 2013 - November 2014
Trust Company of America February 2009 - May 2013
OppenheimerFunds July 2005 - July 2008
OppenheimerFunds July 2005 - October 2007
Skills
Investments, Investment Properties, Finance, Financial Analysis, Mutual Funds, Series 7, Securities, Due Diligence, Real Estate, Mergers & Acquisitions, Asset Management, First Time Home Buyers, Foreclosures, Portfolio Management, Real Estate Transactions, Small Business, Insurance, Strategic Financial..., Investors, Residential Homes, Corporate Actions, Transfer Agency
Education
University of Colorado Denver 1994 — 1999
Bachelor of Science (B.S.), Finance, General
Lorie Pool, CSM, CSP Lorie Pool, CSM, CSP's OppenheimerFunds Experience 2006 - May 2012
Job Program Management
Industry Telecommunications
Experience
Nuovo Solutions September 2013 - Present
Encana August 2011 - June 2013
OppenheimerFunds 2006 - May 2012
MetLife October 2001 - May 2006
Coors Brewing Company March 2001 - October 2001
marchFIRST June 2000 - March 2001
Bearing Point / KPMG Consulting January 1996 - June 2000
Skills
Project Management, PMO, PMP, Business Analysis, Scrum, SDLC, Vendor Management, Project Portfolio..., Process Improvement, Business Process..., Manage Client..., Visio, Integration, Agile Methodologies, Software Documentation, Requirements Gathering, Program Management, SharePoint, Change Management, IT Strategy, Software Project..., Business Intelligence, IT Management, Agile Project Management, Business Process, Team Leadership, Facilitators, Requirements Analysis, Social Business..., Facilitations, Cable Television, Strategic Planning, Vendor Relationship..., Management, Leadership, Consulting
Education
University of Colorado Denver
BS, Accounting
Nuovo Solutions September 2013 - Present
Encana August 2011 - June 2013
OppenheimerFunds 2006 - May 2012
MetLife October 2001 - May 2006
Coors Brewing Company March 2001 - October 2001
marchFIRST June 2000 - March 2001
Bearing Point / KPMG Consulting January 1996 - June 2000
Skills
Project Management, PMO, PMP, Business Analysis, Scrum, SDLC, Vendor Management, Project Portfolio..., Process Improvement, Business Process..., Manage Client..., Visio, Integration, Agile Methodologies, Software Documentation, Requirements Gathering, Program Management, SharePoint, Change Management, IT Strategy, Software Project..., Business Intelligence, IT Management, Agile Project Management, Business Process, Team Leadership, Facilitators, Requirements Analysis, Social Business..., Facilitations, Cable Television, Strategic Planning, Vendor Relationship..., Management, Leadership, Consulting
Education
University of Colorado Denver
BS, Accounting
Adele Harbick Adele Harbick's OppenheimerFunds Experience 1994 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Castle Rock, CO May 2002 - Present
TIAA-CREF 1999 - 2002
TIAA-CREF 1997 - 1999
OppenheimerFunds 1994 - 1997
Skills
Project Planning, Project Coordination, Project Scope..., Requirement..., Requirements Gathering, Requirements Analysis, Project Management, User Acceptance Testing, Test Development, User Documentation, Training, Process Improvement, Business Analysis, Highly detail oriented, Communication Skills
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Science (B.S.), Finance
University of Denver - Daniels College of Business
Business Administration and Management, General
Castle Rock, CO May 2002 - Present
TIAA-CREF 1999 - 2002
TIAA-CREF 1997 - 1999
OppenheimerFunds 1994 - 1997
Skills
Project Planning, Project Coordination, Project Scope..., Requirement..., Requirements Gathering, Requirements Analysis, Project Management, User Acceptance Testing, Test Development, User Documentation, Training, Process Improvement, Business Analysis, Highly detail oriented, Communication Skills
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Science (B.S.), Finance
University of Denver - Daniels College of Business
Business Administration and Management, General
Christine Polak, MBA, PHR Christine Polak, MBA, PHR's OppenheimerFunds Experience October 2010 - September 2012
Job Strategic Human Resources Professional
Industry Financial Services
Experience
Nelnet September 2012 - Present
OppenheimerFunds October 2010 - September 2012
OppenheimerFunds July 2006 - October 2010
Janus Capital Group 1992 - 2006
Skills
Human Resources, Organizational..., Change Management, Employment Law..., Talent Acquisition, Succession Planning, Performance Management, Process Improvement, Customer Satisfaction, Analytics, Employee Engagement, Workforce Planning, Delivering Results, Staff Development, Strategic Planning, Onboarding, Project Management, Employee Relations, Leadership, Recruiting, Vendor Management, Operations Management, Strategy, Call Centers, Business Analysis
Education
University of Denver - Daniels College of Business 2008 — 2010
Executive MBA, Business
University of Colorado at Boulder 1986 — 1991
Bachelor of Arts (BA)
Nelnet September 2012 - Present
OppenheimerFunds October 2010 - September 2012
OppenheimerFunds July 2006 - October 2010
Janus Capital Group 1992 - 2006
Skills
Human Resources, Organizational..., Change Management, Employment Law..., Talent Acquisition, Succession Planning, Performance Management, Process Improvement, Customer Satisfaction, Analytics, Employee Engagement, Workforce Planning, Delivering Results, Staff Development, Strategic Planning, Onboarding, Project Management, Employee Relations, Leadership, Recruiting, Vendor Management, Operations Management, Strategy, Call Centers, Business Analysis
Education
University of Denver - Daniels College of Business 2008 — 2010
Executive MBA, Business
University of Colorado at Boulder 1986 — 1991
Bachelor of Arts (BA)
Greg Ledesma's OppenheimerFunds Experience 2007 - Present
Job Experienced Business Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds 2007 - Present
Dreyfus Institutional 2002 - 2004
Conseco 1999 - 2000
Deutsche Morgan Grenfell 1998 - 1999
Invesco Aim 1994 - 1998
INVESCO Funds Group 1994 - 1998
Skills
Mutual Funds, Separately Managed..., Series 63, Series 7, Retirement Planning, 401k, Investments, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Series 65, Business Relationship..., Series 24, Wealth Management, Retirement, Strategic Account..., IRAs, Wholesale, Consulting, Sales Presentations, Sales, Wholesaling, IRA's
Education
University of Colorado Denver 1991 — 1993
MS-Finance, Finance/Accounting/Investments
University of Colorado at Boulder - Leeds School of Business 1980 — 1984
BS-Finance, Finance/Accounting/Economics
OppenheimerFunds 2007 - Present
Dreyfus Institutional 2002 - 2004
Conseco 1999 - 2000
Deutsche Morgan Grenfell 1998 - 1999
Invesco Aim 1994 - 1998
INVESCO Funds Group 1994 - 1998
Skills
Mutual Funds, Separately Managed..., Series 63, Series 7, Retirement Planning, 401k, Investments, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Series 65, Business Relationship..., Series 24, Wealth Management, Retirement, Strategic Account..., IRAs, Wholesale, Consulting, Sales Presentations, Sales, Wholesaling, IRA's
Education
University of Colorado Denver 1991 — 1993
MS-Finance, Finance/Accounting/Investments
University of Colorado at Boulder - Leeds School of Business 1980 — 1984
BS-Finance, Finance/Accounting/Economics
Hunter G Donaldson, CAIA® CRPC® Hunter G Donaldson, CAIA® CRPC®'s OppenheimerFunds Experience March 2009 - April 2014
Job Director, Regional Consultant at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC April 2014 - Present
OppenheimerFunds March 2009 - April 2014
OppenheimerFunds August 2007 - March 2009
Ameriprise Financial Advisors November 2005 - July 2007
Skills
Strategic Financial..., Series 7, Series 63, Mutual Funds, Separately Managed..., Financial Advisory, Portfolio Management, Investments, Financial Services, Securities, 401k, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Investment Management, ETFs, Alternative Investments, Retirement Planning, Retirement, Finance, Wealth Management, Uniform Combined State..., Fixed Annuities, Fixed Income
Education
University of Colorado 2000 — 2005
2005BA, Finance/Marketing and
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelors, Finance and Marketing
Sterling Capital Management LLC April 2014 - Present
OppenheimerFunds March 2009 - April 2014
OppenheimerFunds August 2007 - March 2009
Ameriprise Financial Advisors November 2005 - July 2007
Skills
Strategic Financial..., Series 7, Series 63, Mutual Funds, Separately Managed..., Financial Advisory, Portfolio Management, Investments, Financial Services, Securities, 401k, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Investment Management, ETFs, Alternative Investments, Retirement Planning, Retirement, Finance, Wealth Management, Uniform Combined State..., Fixed Annuities, Fixed Income
Education
University of Colorado 2000 — 2005
2005BA, Finance/Marketing and
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelors, Finance and Marketing
Christopher Bosward Christopher Bosward's OppenheimerFunds Experience May 2011 - September 2013
Job Business Analyst
Industry Accounting
Experience
Skyline Soccer Association June 2013 - Present
OppenheimerFunds May 2011 - September 2013
Ernst & Young September 2007 - April 2011
Skills
Financial Analysis, Time Management, Coaching, Sales
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2006
Masters and Bachelors, Business Administration
Skyline Soccer Association June 2013 - Present
OppenheimerFunds May 2011 - September 2013
Ernst & Young September 2007 - April 2011
Skills
Financial Analysis, Time Management, Coaching, Sales
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2006
Masters and Bachelors, Business Administration
Amber Henry Amber Henry's OppenheimerFunds Experience March 2004 - March 2007
Job Chief Operating Officer
Industry Marketing and Advertising
Experience
Denver Media Holdings March 2008 - Present
Morning Falls March 2007 - Present
OppenheimerFunds March 2004 - March 2007
Skills
Strategic Financial..., Graphic Design, Marketing, New Business Development, Strategic Planning, SEO, Retirement Planning, Operations Management, Compliance, Asset Management
Education
University of Colorado at Boulder 1997 — 2003
Bachelor of Science (B.S.), Political Science
Denver Media Holdings March 2008 - Present
Morning Falls March 2007 - Present
OppenheimerFunds March 2004 - March 2007
Skills
Strategic Financial..., Graphic Design, Marketing, New Business Development, Strategic Planning, SEO, Retirement Planning, Operations Management, Compliance, Asset Management
Education
University of Colorado at Boulder 1997 — 2003
Bachelor of Science (B.S.), Political Science
Sam Patsy's OppenheimerFunds Experience August 2015 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - August 2015
BusinessGenetics January 2013 - April 2014
Northwestern Mutual May 2011 - August 2011
Mount Yale Capital Group 2009 - 2010
Education
University of Colorado at Boulder 2009 — 2013
Business Administration, Finance
Mountain Vista High School 2005 — 2009
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - August 2015
BusinessGenetics January 2013 - April 2014
Northwestern Mutual May 2011 - August 2011
Mount Yale Capital Group 2009 - 2010
Education
University of Colorado at Boulder 2009 — 2013
Business Administration, Finance
Mountain Vista High School 2005 — 2009
Youcef Bendiff Youcef Bendiff's OppenheimerFunds Experience November 2013 - June 2014
Job S3 Shared Services Solutions, LLC
Industry Consumer Services
Experience
S3- Shared Service Solutions, LLC November 2014 - Present
OppenheimerFunds November 2013 - June 2014
SquareTwo Financial September 2013 - October 2013
University of Colorado at Boulder September 2010 - July 2013
Auburn Theological Seminary- Face to Face/Faith to Faith June 2009 - December 2012
Center for Multicutural Affairs- University of Colorado at Boulder May 2012 - July 2012
Glendale Sports Center/YMCA September 2009 - July 2012
Skills
Ethnic Studies, Multicultural..., Critical Race Theory, Dialogue Facilitation, Conflict Resolution, Race Relations, Public Speaking, Front Office, Customer Service, Call Center..., Guided Tours, Microsoft Office, Microsoft Excel, System Verification, Transcripts, Social Justice, Social Media
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Ethnic Studies, Peace and Conflict Studies
S3- Shared Service Solutions, LLC November 2014 - Present
OppenheimerFunds November 2013 - June 2014
SquareTwo Financial September 2013 - October 2013
University of Colorado at Boulder September 2010 - July 2013
Auburn Theological Seminary- Face to Face/Faith to Faith June 2009 - December 2012
Center for Multicutural Affairs- University of Colorado at Boulder May 2012 - July 2012
Glendale Sports Center/YMCA September 2009 - July 2012
Skills
Ethnic Studies, Multicultural..., Critical Race Theory, Dialogue Facilitation, Conflict Resolution, Race Relations, Public Speaking, Front Office, Customer Service, Call Center..., Guided Tours, Microsoft Office, Microsoft Excel, System Verification, Transcripts, Social Justice, Social Media
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Ethnic Studies, Peace and Conflict Studies
Harry Jordheim Harry Jordheim's OppenheimerFunds Experience February 2008 - February 2009
Job
Industry Financial Services
Experience
SSB February 2015 - Present
Great-West Financial April 2012 - February 2015
Great-West Financial November 2010 - April 2012
Great-West Financial September 2009 - November 2010
OppenheimerFunds February 2008 - February 2009
OppenheimerFunds January 2007 - February 2008
University of Colorado Foundation September 2003 - December 2006
Skills
Process Improvement, Leadership, Access, Mutual Funds, Financial Services, Analysis, Business Analysis, Management, Customer Service, Investments, Relationship Management, Training, Vendor Management
Education
University of Colorado Boulder 2002 — 2007
BA, Political Science
SSB February 2015 - Present
Great-West Financial April 2012 - February 2015
Great-West Financial November 2010 - April 2012
Great-West Financial September 2009 - November 2010
OppenheimerFunds February 2008 - February 2009
OppenheimerFunds January 2007 - February 2008
University of Colorado Foundation September 2003 - December 2006
Skills
Process Improvement, Leadership, Access, Mutual Funds, Financial Services, Analysis, Business Analysis, Management, Customer Service, Investments, Relationship Management, Training, Vendor Management
Education
University of Colorado Boulder 2002 — 2007
BA, Political Science
Amanda Borrego's OppenheimerFunds Experience July 2011 - July 2012
Job HR Coordinator
Industry Human Resources
Experience
Sports Authority September 2014 - Present
Sports Authority May 2013 - September 2014
Time Warner Cable August 2012 - March 2013
OppenheimerFunds July 2011 - July 2012
Safelite AutoGlass Belron US July 2009 - July 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Human Resources, Sales, Communication, Employee Relations, Employee Benefits, HRIS, PeopleSoft, Presentations, New Hire Orientations, Highly detail oriented, Onboarding, Analysis, Software Documentation, Performance Management, Benefits Administration, FMLA, short term disability, long term disability, Applicant Tracking...
Education
University of Colorado Denver
Bachelor of Liberal Arts Degree, Communication and Advertising; Public Relations
MOUNTAIN VIEW HIGH SCHOOL
diploma, General Studies
Sports Authority September 2014 - Present
Sports Authority May 2013 - September 2014
Time Warner Cable August 2012 - March 2013
OppenheimerFunds July 2011 - July 2012
Safelite AutoGlass Belron US July 2009 - July 2011
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Human Resources, Sales, Communication, Employee Relations, Employee Benefits, HRIS, PeopleSoft, Presentations, New Hire Orientations, Highly detail oriented, Onboarding, Analysis, Software Documentation, Performance Management, Benefits Administration, FMLA, short term disability, long term disability, Applicant Tracking...
Education
University of Colorado Denver
Bachelor of Liberal Arts Degree, Communication and Advertising; Public Relations
MOUNTAIN VIEW HIGH SCHOOL
diploma, General Studies
Kennan Walsh Kennan Walsh's OppenheimerFunds Experience April 2012 - Present
Job Manager of Operations Workforce Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2012 - Present
OppenheimerFunds November 2009 - March 2012
OppenheimerFunds November 2008 - October 2009
Skills
Workforce Management, Team Leadership, Leadership Development, Business Analysis, Business Process..., Financial Services, Call Center..., Cross-functional Team..., Microsoft Office, Microsoft Excel, Operations Management, Process Simulation, Simio, Visio, Statistical Data..., Statistics, Collaboration, Linear Programming, Workflow, Workflow Management, Analysis, Change Management
Education
University of Colorado at Denver 2012 — 2014
Master's degree, Operations Research
University of Colorado at Boulder 2003 — 2007
Bachelor's degree, International Economics
OppenheimerFunds April 2012 - Present
OppenheimerFunds November 2009 - March 2012
OppenheimerFunds November 2008 - October 2009
Skills
Workforce Management, Team Leadership, Leadership Development, Business Analysis, Business Process..., Financial Services, Call Center..., Cross-functional Team..., Microsoft Office, Microsoft Excel, Operations Management, Process Simulation, Simio, Visio, Statistical Data..., Statistics, Collaboration, Linear Programming, Workflow, Workflow Management, Analysis, Change Management
Education
University of Colorado at Denver 2012 — 2014
Master's degree, Operations Research
University of Colorado at Boulder 2003 — 2007
Bachelor's degree, International Economics
David Newcomer David Newcomer's OppenheimerFunds Experience 1997 - 2002
Job Customer Service Manager, Pactimo
Industry Sporting Goods
Experience
Pactimo October 2013 - Present
Bailey HUNDO November 2013 - Present
Bicycle Racing Association of Colorado November 2010 - November 2013
Edward Jones 2013 - October 2013
Team Evergreen Racing October 2009 - October 2012
Team Evergreen Bicycle Club January 2010 - July 2012
MG Trust CO, LLC 2002 - 2007
OppenheimerFunds 1997 - 2002
Skills
Process Improvement, Risk Management, Project Management, Leadership, Strategic Planning, Business Analysis, Asset Managment, Change Management, Budgets, Team Building, Training, Call Center, Fundraising, Contract Negotiation, New Business Development, Public Speaking, Customer Service, Event Management, Event Planning, Management, Operations Management, Nonprofits, Recruiting, Analysis, Project Planning, Vendor Management, Finance, Policy, Start-ups, Sales, Retirement Planning, Variable Annuities, Variable Life, Equities, Fixed Income, Fixed Annuities, Series 7, series 66, Customer Acquisition, Financial Statements, Financial Advisory, Estate Planning, Strategic Financial..., Financial Services, Insurance, 401k, Securities, Retirement, Series 24
Education
University of Colorado Boulder 1991 — 1995
BA, Biology
Pactimo October 2013 - Present
Bailey HUNDO November 2013 - Present
Bicycle Racing Association of Colorado November 2010 - November 2013
Edward Jones 2013 - October 2013
Team Evergreen Racing October 2009 - October 2012
Team Evergreen Bicycle Club January 2010 - July 2012
MG Trust CO, LLC 2002 - 2007
OppenheimerFunds 1997 - 2002
Skills
Process Improvement, Risk Management, Project Management, Leadership, Strategic Planning, Business Analysis, Asset Managment, Change Management, Budgets, Team Building, Training, Call Center, Fundraising, Contract Negotiation, New Business Development, Public Speaking, Customer Service, Event Management, Event Planning, Management, Operations Management, Nonprofits, Recruiting, Analysis, Project Planning, Vendor Management, Finance, Policy, Start-ups, Sales, Retirement Planning, Variable Annuities, Variable Life, Equities, Fixed Income, Fixed Annuities, Series 7, series 66, Customer Acquisition, Financial Statements, Financial Advisory, Estate Planning, Strategic Financial..., Financial Services, Insurance, 401k, Securities, Retirement, Series 24
Education
University of Colorado Boulder 1991 — 1995
BA, Biology
Eric Sciarrone's OppenheimerFunds Experience June 2013 - June 2014
Job Performance Specialist/Partnership Accounting Liason at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc June 2014 - Present
Envestnet, Inc June 2014 - Present
OppenheimerFunds June 2013 - June 2014
Total Merchant Services of Aspen June 2011 - May 2013
Aspen Skiing Company 2007 - 2012
American Income Life May 2011 - July 2011
Skills
Credit Cards, Risk Management, Fraud, Customer Service, Business Strategy, Strategic Planning, Merchant Services, Product Management, Payment Gateways, Payment Card Processing, Financial Risk, Sales Management, Customer Experience, Marketing Strategy, Negotiation, Management, Analysis, Banking, Relationship Management, Microsoft Office
Education
University of Colorado at Boulder 2009 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
University of Denver 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Envestnet, Inc June 2014 - Present
Envestnet, Inc June 2014 - Present
OppenheimerFunds June 2013 - June 2014
Total Merchant Services of Aspen June 2011 - May 2013
Aspen Skiing Company 2007 - 2012
American Income Life May 2011 - July 2011
Skills
Credit Cards, Risk Management, Fraud, Customer Service, Business Strategy, Strategic Planning, Merchant Services, Product Management, Payment Gateways, Payment Card Processing, Financial Risk, Sales Management, Customer Experience, Marketing Strategy, Negotiation, Management, Analysis, Banking, Relationship Management, Microsoft Office
Education
University of Colorado at Boulder 2009 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
University of Denver 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
John Slaton's OppenheimerFunds Experience June 2015 - Present
Job Distribution Technology Intern at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
CooperSmith's Pub & Brewing February 2014 - April 2015
Starbucks January 2012 - April 2014
Piccolo Peetza June 2005 - November 2011
Gaucho Durango February 2002 - April 2005
Skills
Stock Market Analysis, Financial Management..., Customer Relations, Management, Financial Analysis, Sales, Microsoft Office, Leadership, Business Analysis, Analysis, Customer Service, Financial Services
Education
University of Colorado Denver 2012 — 2016
Bachelor of Science (B.S.) Dual emphasis in Finance and Management, Business Administration
OppenheimerFunds June 2015 - Present
CooperSmith's Pub & Brewing February 2014 - April 2015
Starbucks January 2012 - April 2014
Piccolo Peetza June 2005 - November 2011
Gaucho Durango February 2002 - April 2005
Skills
Stock Market Analysis, Financial Management..., Customer Relations, Management, Financial Analysis, Sales, Microsoft Office, Leadership, Business Analysis, Analysis, Customer Service, Financial Services
Education
University of Colorado Denver 2012 — 2016
Bachelor of Science (B.S.) Dual emphasis in Finance and Management, Business Administration
Lisa M Buchanan Lisa M Buchanan's OppenheimerFunds Experience May 2004 - August 2004
Job Licensed Customer Service Representative at Gina Rowsam Agency, American Family Insurance
Industry Financial Services
Experience
Boulder and Broomfield County Food Share Program January 2015 - January 2015
TIAA-CREF September 2004 - July 2012
OppenheimerFunds May 2004 - August 2004
MetLife June 1997 - March 2004
Life Partners Group July 1993 - September 1996
Pro Mogul Tour 1991 - 1992
Skills
Demonstrated Sales and..., Excellent verbal and..., Strong interpersonal..., Ability to handle..., highly ethical manner, Ability to perform..., Effectively prioritize..., Retirement Planning, Financial Services, Wealth Management, Investments, Mutual Funds, Retirement, Sales Growth, Training, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Customer-focused Service, Financial Regulation, Management, Marketing, Sales, Employee Benefits, Insurance, 401k, Series 6, Series 63, Variable Annuities, Life Insurance, 529 Plans, 457 Plans, Money Purchase, Plan Conversions, Benefit Communication, Online Enrollment, Plan Compliance, Non-Qualified, Qualified Domestic..., Leadership, FINRA, Relationship Management, Uniform Combined State...
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science and Government
Wells College
Liberal Arts and Sciences, General Studies and Humanities
Boulder and Broomfield County Food Share Program January 2015 - January 2015
TIAA-CREF September 2004 - July 2012
OppenheimerFunds May 2004 - August 2004
MetLife June 1997 - March 2004
Life Partners Group July 1993 - September 1996
Pro Mogul Tour 1991 - 1992
Skills
Demonstrated Sales and..., Excellent verbal and..., Strong interpersonal..., Ability to handle..., highly ethical manner, Ability to perform..., Effectively prioritize..., Retirement Planning, Financial Services, Wealth Management, Investments, Mutual Funds, Retirement, Sales Growth, Training, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Customer-focused Service, Financial Regulation, Management, Marketing, Sales, Employee Benefits, Insurance, 401k, Series 6, Series 63, Variable Annuities, Life Insurance, 529 Plans, 457 Plans, Money Purchase, Plan Conversions, Benefit Communication, Online Enrollment, Plan Compliance, Non-Qualified, Qualified Domestic..., Leadership, FINRA, Relationship Management, Uniform Combined State...
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science and Government
Wells College
Liberal Arts and Sciences, General Studies and Humanities
Nicholas Schell Nicholas Schell's OppenheimerFunds Experience February 2015 - Present
Job Lead Analyst TA Oversight
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
OppenheimerFunds February 2014 - February 2015
OppenheimerFunds November 2012 - February 2014
Farmers Insurance & Financial Services April 2012 - November 2012
Conduit Language Specialists April 2010 - April 2012
ELS Language Centers October 2007 - April 2010
ISI Instituto de Ingles June 2005 - July 2006
Skills
Spanish, English, Translation
Education
University of Colorado at Denver 2001 — 2005
Bachelor's degree, Finance, General
OppenheimerFunds February 2015 - Present
OppenheimerFunds February 2014 - February 2015
OppenheimerFunds November 2012 - February 2014
Farmers Insurance & Financial Services April 2012 - November 2012
Conduit Language Specialists April 2010 - April 2012
ELS Language Centers October 2007 - April 2010
ISI Instituto de Ingles June 2005 - July 2006
Skills
Spanish, English, Translation
Education
University of Colorado at Denver 2001 — 2005
Bachelor's degree, Finance, General
Jake Lanier Jake Lanier's OppenheimerFunds Experience May 2006 - September 2010
Job Marketing Analyst at CraftWorks Restaurants & Breweries, Inc.
Industry Marketing and Advertising
Experience
CraftWorks Restaurants & Breweries, Inc. March 2015 - Present
90octane December 2013 - December 2014
90octane July 2012 - December 2013
90octane November 2011 - July 2012
Brown Brothers Harriman September 2010 - November 2011
OppenheimerFunds May 2006 - September 2010
OppenheimerFunds December 2004 - May 2006
OppenheimerFunds December 2003 - December 2004
Skills
Analytics, Digital Marketing, Interactive Marketing, Lead Generation, SEM, Google Analytics, PPC, Marketo, Email Marketing, Marketing Strategy, Web Analytics, MailChimp, Social Media Marketing, Google Adwords, Public Speaking, Alternative Investments, SEO, Online Marketing, Portfolio Management, Marketing Automation, Enterprise Social..., Innovation, Tableau, Microsoft Excel, Microsoft Office, Financial Analysis, Account Management, Nonprofits, Client Relations Skills, Search Engines, Mobile Marketing, Digital Strategy, Digital Media, Customer Acquisition, Investments, Online Advertising, Project Management, Social Media Measurement, PPC Bid Management, Lead Optimisation, B2B Marketing, Improvisational Comedy, Integrity, Managing Project Budgets, Keynote, PowerPoint, Fund Accounting, CRM, Basecamp, Business Intelligence
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance
CraftWorks Restaurants & Breweries, Inc. March 2015 - Present
90octane December 2013 - December 2014
90octane July 2012 - December 2013
90octane November 2011 - July 2012
Brown Brothers Harriman September 2010 - November 2011
OppenheimerFunds May 2006 - September 2010
OppenheimerFunds December 2004 - May 2006
OppenheimerFunds December 2003 - December 2004
Skills
Analytics, Digital Marketing, Interactive Marketing, Lead Generation, SEM, Google Analytics, PPC, Marketo, Email Marketing, Marketing Strategy, Web Analytics, MailChimp, Social Media Marketing, Google Adwords, Public Speaking, Alternative Investments, SEO, Online Marketing, Portfolio Management, Marketing Automation, Enterprise Social..., Innovation, Tableau, Microsoft Excel, Microsoft Office, Financial Analysis, Account Management, Nonprofits, Client Relations Skills, Search Engines, Mobile Marketing, Digital Strategy, Digital Media, Customer Acquisition, Investments, Online Advertising, Project Management, Social Media Measurement, PPC Bid Management, Lead Optimisation, B2B Marketing, Improvisational Comedy, Integrity, Managing Project Budgets, Keynote, PowerPoint, Fund Accounting, CRM, Basecamp, Business Intelligence
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance
Tatjana Mitchell Tatjana Mitchell's OppenheimerFunds Experience April 2007 - March 2011
Job Financial Analyst at Zayo Group
Industry Accounting
Experience
Zayo Group December 2014 - Present
Robert Half Finance & Accounting September 2013 - November 2014
My Child's Storybook October 2011 - September 2013
Brown Brothers Harriman March 2011 - October 2011
OppenheimerFunds April 2007 - March 2011
Standard & Poor's 2005 - 2007
University of Tartu September 2000 - December 2002
Skills
Financial Analysis, Equities, Accounting, Business Analysis, Bloomberg, Finance, Entrepreneurship, Analysis, Asset Management, Securities, Securities Regulation, Compliance, Teaching, Fund Accounting, revenue accounting, Corporate Finance, Investments, Small Business, Financial Accounting, Due Diligence, Contract Recruitment, Human Resources, Management, Financial Reporting, Financial Modeling, Microsoft Excel
Education
University of Colorado at Denver 2007 — 2011
Master of Business Administration (M.B.A.), Finance
Tartu Ülikool 1994 — 1998
BA, Investments and Economics
Zayo Group December 2014 - Present
Robert Half Finance & Accounting September 2013 - November 2014
My Child's Storybook October 2011 - September 2013
Brown Brothers Harriman March 2011 - October 2011
OppenheimerFunds April 2007 - March 2011
Standard & Poor's 2005 - 2007
University of Tartu September 2000 - December 2002
Skills
Financial Analysis, Equities, Accounting, Business Analysis, Bloomberg, Finance, Entrepreneurship, Analysis, Asset Management, Securities, Securities Regulation, Compliance, Teaching, Fund Accounting, revenue accounting, Corporate Finance, Investments, Small Business, Financial Accounting, Due Diligence, Contract Recruitment, Human Resources, Management, Financial Reporting, Financial Modeling, Microsoft Excel
Education
University of Colorado at Denver 2007 — 2011
Master of Business Administration (M.B.A.), Finance
Tartu Ülikool 1994 — 1998
BA, Investments and Economics
Christina Owen Christina Owen's OppenheimerFunds Experience October 2014 - Present
Job Sales Trainer at Oppenheimer Funds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
Oppenheimer Funds March 2012 - October 2014
American Funds 2010 - 2012
Edward Jones 2007 - 2010
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Valuation, Microsoft Office, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Managment, Securities, Wealth Management, Investment Strategies, Series 24, Sales Trainings, Series 63
Education
University of Colorado at Colorado Springs 2002 — 2007
Bachelor of Arts (B.A.), Economics
OppenheimerFunds October 2014 - Present
Oppenheimer Funds March 2012 - October 2014
American Funds 2010 - 2012
Edward Jones 2007 - 2010
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Valuation, Microsoft Office, Financial Analysis, Financial Modeling, Private Equity, Fixed Income, Asset Managment, Securities, Wealth Management, Investment Strategies, Series 24, Sales Trainings, Series 63
Education
University of Colorado at Colorado Springs 2002 — 2007
Bachelor of Arts (B.A.), Economics
Bryan MacLeod Bryan MacLeod's OppenheimerFunds Experience November 2006 - Present
Job Information Security and Governance Leader
Industry Financial Services
Experience
OppenheimerFunds November 2006 - Present
Lucent Technologies July 2005 - November 2006
Policy Studies, Inc. October 1999 - July 2005
Policy Studies 2002 - 2003
Policy Studies 2001 - 2002
Policy Studies 1999 - 2001
Skills
Security, Active Directory, Firewalls, Troubleshooting, Network Security, Disaster Recovery, IT Management, VMware, Servers, Vendor Management, Information Security, Information Assurance, Security Architecture..., Information Security..., CISSP, CISM, Regulations, HIPAA, Enterprise Architecture, Virtualization, Windows Server
Education
Capitol Technology University 2011 — 2015
Doctor of Science (D.Sc.), Information Assurance
Capitol Technology University 2001 — 2003
Master's Degree, Network Security, 4.0
University of Colorado at Denver 1986 — 1991
BA, Biology, General
OppenheimerFunds November 2006 - Present
Lucent Technologies July 2005 - November 2006
Policy Studies, Inc. October 1999 - July 2005
Policy Studies 2002 - 2003
Policy Studies 2001 - 2002
Policy Studies 1999 - 2001
Skills
Security, Active Directory, Firewalls, Troubleshooting, Network Security, Disaster Recovery, IT Management, VMware, Servers, Vendor Management, Information Security, Information Assurance, Security Architecture..., Information Security..., CISSP, CISM, Regulations, HIPAA, Enterprise Architecture, Virtualization, Windows Server
Education
Capitol Technology University 2011 — 2015
Doctor of Science (D.Sc.), Information Assurance
Capitol Technology University 2001 — 2003
Master's Degree, Network Security, 4.0
University of Colorado at Denver 1986 — 1991
BA, Biology, General
Brian Masias Brian Masias's OppenheimerFunds Experience 1998 - 2001
Job Virtualization Architect Microsoft Engineer IV at Centura Health
Industry Computer Networking
Experience
Centura Health February 2009 - Present
EBS January 2000 - June 2013
Qwest Communications 2001 - 2003
OppenheimerFunds 1998 - 2001
Skills
Ethernet, VoIP, Troubleshooting, Networking, Cisco Technologies, Data Center, Telecommunications, Salesforce.com, MPLS, Virtualization, System Administration, Vendor Management, Windows, VMware, Disaster Recovery, Cloud Computing
Education
University of Colorado Colorado Springs 1985 — 1988
Centura Health February 2009 - Present
EBS January 2000 - June 2013
Qwest Communications 2001 - 2003
OppenheimerFunds 1998 - 2001
Skills
Ethernet, VoIP, Troubleshooting, Networking, Cisco Technologies, Data Center, Telecommunications, Salesforce.com, MPLS, Virtualization, System Administration, Vendor Management, Windows, VMware, Disaster Recovery, Cloud Computing
Education
University of Colorado Colorado Springs 1985 — 1988
Taryn DeFazio Thomas Taryn DeFazio Thomas's OppenheimerFunds Experience 1997 - 2000
Job Sales Operations Manager at InteliSecure
Industry Computer Software
Experience
InteliSecure November 2014 - Present
ACTIVE Network July 2013 - November 2014
The Active Network November 2011 - July 2013
Resort Technology Partners (RTP) March 2008 - November 2011
Folkestad Fazekas Barrick & Patoile September 2007 - February 2008
McKenna Long & Aldridge, LLP August 2005 - September 2007
Echostar April 2001 - August 2005
TamTam.com 2000 - 2001
OppenheimerFunds 1997 - 2000
Skills
Leadership, Marketing Communications, Event Management, Analysis, Social Media, Contract Negotiation, Salesforce.com, Account Management, Customer Service, Event Planning, Microsoft Office, Microsoft Excel, Cross-functional Team..., Sales, Budgets, SharePoint, Sales Compensation, Sales Operations, Management, CRM
Education
Colorado Mountain College
Associate in Arts, GPA 3.91
University of Colorado at Denver
Bachelor in Arts, Communications, Graduated with Distinction, GPA 3.9
InteliSecure November 2014 - Present
ACTIVE Network July 2013 - November 2014
The Active Network November 2011 - July 2013
Resort Technology Partners (RTP) March 2008 - November 2011
Folkestad Fazekas Barrick & Patoile September 2007 - February 2008
McKenna Long & Aldridge, LLP August 2005 - September 2007
Echostar April 2001 - August 2005
TamTam.com 2000 - 2001
OppenheimerFunds 1997 - 2000
Skills
Leadership, Marketing Communications, Event Management, Analysis, Social Media, Contract Negotiation, Salesforce.com, Account Management, Customer Service, Event Planning, Microsoft Office, Microsoft Excel, Cross-functional Team..., Sales, Budgets, SharePoint, Sales Compensation, Sales Operations, Management, CRM
Education
Colorado Mountain College
Associate in Arts, GPA 3.91
University of Colorado at Denver
Bachelor in Arts, Communications, Graduated with Distinction, GPA 3.9
Steve MacGregor's OppenheimerFunds Experience 1983 - 2000
Job Art and portrait photographer
Industry Photography
Experience
stevemacgregorphotography.com 2010 - Present
Bright Ideas Photography February 2003 - August 2012
Working with Artists 2008 - 2009
OppenheimerFunds 1983 - 2000
Skills
Event Photography, Portrait Photography, Digital Photography, Fine Art Photography, Portraits, Lightroom, Photography, Architectural..., Photoshop, Digital Imaging, Lifestyle Photography, Photos, Studio Photography
Education
University of Colorado Boulder - Leeds School of Business 1976 — 1980
B.S. Business
stevemacgregorphotography.com 2010 - Present
Bright Ideas Photography February 2003 - August 2012
Working with Artists 2008 - 2009
OppenheimerFunds 1983 - 2000
Skills
Event Photography, Portrait Photography, Digital Photography, Fine Art Photography, Portraits, Lightroom, Photography, Architectural..., Photoshop, Digital Imaging, Lifestyle Photography, Photos, Studio Photography
Education
University of Colorado Boulder - Leeds School of Business 1976 — 1980
B.S. Business
Chris Marlowe's OppenheimerFunds Experience June 2005 - February 2015
Job Data Warehouse Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
OppenheimerFunds June 2005 - February 2015
INVESCO Funds Group / Aim Investments 2001 - 2005
Skills
Data Warehousing, Business Intelligence, Business Analysis, SDLC, Data Modeling, Vendor Management, Agile Methodologies, Process Improvement, Enterprise Architecture, Disaster Recovery, Strategy, Management, Requirements Analysis, Financial Services, Visio, Leadership, Integration
Education
University of Colorado Boulder
Mathematics
Charles Schwab February 2015 - Present
OppenheimerFunds June 2005 - February 2015
INVESCO Funds Group / Aim Investments 2001 - 2005
Skills
Data Warehousing, Business Intelligence, Business Analysis, SDLC, Data Modeling, Vendor Management, Agile Methodologies, Process Improvement, Enterprise Architecture, Disaster Recovery, Strategy, Management, Requirements Analysis, Financial Services, Visio, Leadership, Integration
Education
University of Colorado Boulder
Mathematics
Heather Allard Vigil's OppenheimerFunds Experience April 2006 - March 2014
Job Project Manager (Consultant) for Global Investment Management US Funds Web Initiative at JPMorgan Chase & Co.
Industry Financial Services
Experience
GalaxE.Solutions November 2014 - March 2015
OppenheimerFunds April 2006 - March 2014
Verizon 2014 - 2014
PMOLink March 2004 - April 2006
SAIC March 2002 - March 2004
SAIC March 2001 - March 2002
Qwest Communications 1999 - March 2001
CraftWorks Restaurants & Breweries, Inc. 1995 - 2000
James Northcutt Interior Design 1988 - 1992
Skills
Leadership, SDLC, Business Process..., Program Management, Business Process..., IT Strategy, Business Analysis, MS Project, Project Management, SharePoint, Vendor Management, Requirements Analysis, Agile Project Management, Visio, Process Improvement, Enterprise Architecture, Agile Methodologies, CRM, Cross-functional Team..., Requirements Gathering, Project Planning, Microsoft Project, Management, Strategy
Education
University of Colorado at Denver 1995 — 2000
Bachelor of Science, Finance
GalaxE.Solutions November 2014 - March 2015
OppenheimerFunds April 2006 - March 2014
Verizon 2014 - 2014
PMOLink March 2004 - April 2006
SAIC March 2002 - March 2004
SAIC March 2001 - March 2002
Qwest Communications 1999 - March 2001
CraftWorks Restaurants & Breweries, Inc. 1995 - 2000
James Northcutt Interior Design 1988 - 1992
Skills
Leadership, SDLC, Business Process..., Program Management, Business Process..., IT Strategy, Business Analysis, MS Project, Project Management, SharePoint, Vendor Management, Requirements Analysis, Agile Project Management, Visio, Process Improvement, Enterprise Architecture, Agile Methodologies, CRM, Cross-functional Team..., Requirements Gathering, Project Planning, Microsoft Project, Management, Strategy
Education
University of Colorado at Denver 1995 — 2000
Bachelor of Science, Finance
Karen Cervantes's OppenheimerFunds Experience 1985 - 2005
Job Director @ Pearson
Industry Information Technology and Services
Experience
Pearson June 2015 - Present
DIRECTV November 2011 - June 2015
DIRECTV October 2009 - November 2011
DIRECTV October 2006 - October 2009
OppenheimerFunds 1985 - 2005
Skills
Test Planning, Quality Assurance, SDLC, Software Quality..., User Acceptance Testing, Cross-functional Team..., Test Cases, Test Management, Test Automation, Requirements Analysis, Quality Center, System Testing, Software Project..., Testing, QTP, Regression Testing, Scrum, Integration, Agile Methodologies, Waterfall, Business Analysis, Business Requirements, Requirements Gathering, Business Process, Vendor Management, PMP, Management, Test Strategy, Visio
Education
University of Northern Colorado 1982 — 1985
University of Colorado at Denver 1980 — 1982
Business
Pearson June 2015 - Present
DIRECTV November 2011 - June 2015
DIRECTV October 2009 - November 2011
DIRECTV October 2006 - October 2009
OppenheimerFunds 1985 - 2005
Skills
Test Planning, Quality Assurance, SDLC, Software Quality..., User Acceptance Testing, Cross-functional Team..., Test Cases, Test Management, Test Automation, Requirements Analysis, Quality Center, System Testing, Software Project..., Testing, QTP, Regression Testing, Scrum, Integration, Agile Methodologies, Waterfall, Business Analysis, Business Requirements, Requirements Gathering, Business Process, Vendor Management, PMP, Management, Test Strategy, Visio
Education
University of Northern Colorado 1982 — 1985
University of Colorado at Denver 1980 — 1982
Business
Timothy Martinez's OppenheimerFunds Experience April 2011 - Present
Job at
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
OppenheimerFunds April 2011 - Present
Skills
Change Management, Training, Training Facilitation, Goal-driven leader, Needs Analysis, Myers-Briggs Certified, Blended Learning, Program Evaluation, Leadership Development, Microsoft Office, Brainstorm Facilitation, Human Resources, Training ROI, Performance Management, Instructional Design, Vendor Management, Financial Services, Talent Management, Employee Engagement, Captivate, SharePoint, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Publisher, PowerPoint, ADDIE, ISD, Agile Project Management, Learning Management..., Manage Client..., Business Process..., Project Coordination, Essbase, Remote User Support, Remote User Testing, E-Learning, Project Management, Software Documentation, Business Analysis, Technical Writing, Reporting & Analysis, Executive Reporting, Social Networking, Team Building..., Team Building, High Performance Teams, Mutual Funds, Organizational..., Program Management
Education
University of Colorado Boulder 1975 — 1980
Bachelor of Science, Computer Science
TIAA-CREF May 2014 - Present
OppenheimerFunds April 2011 - Present
Skills
Change Management, Training, Training Facilitation, Goal-driven leader, Needs Analysis, Myers-Briggs Certified, Blended Learning, Program Evaluation, Leadership Development, Microsoft Office, Brainstorm Facilitation, Human Resources, Training ROI, Performance Management, Instructional Design, Vendor Management, Financial Services, Talent Management, Employee Engagement, Captivate, SharePoint, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Publisher, PowerPoint, ADDIE, ISD, Agile Project Management, Learning Management..., Manage Client..., Business Process..., Project Coordination, Essbase, Remote User Support, Remote User Testing, E-Learning, Project Management, Software Documentation, Business Analysis, Technical Writing, Reporting & Analysis, Executive Reporting, Social Networking, Team Building..., Team Building, High Performance Teams, Mutual Funds, Organizational..., Program Management
Education
University of Colorado Boulder 1975 — 1980
Bachelor of Science, Computer Science
Jennifer (Grier) Fairweather, MA, SHRM-SCP, IPMA-CP, PHR's OppenheimerFunds Experience September 1990 - September 1998
Job
Industry Human Resources
Experience
Jefferson County March 2010 - Present
Regis University July 2009 - Present
Dwennimmen Leadership Consulting December 2004 - Present
City and County of Denver March 2005 - March 2010
City and County of Denver September 2003 - March 2005
Denver County Court September 1998 - September 2003
OppenheimerFunds September 1990 - September 1998
Education
Webster University 1998 — 2000
MA
University of Colorado Denver 1986 — 1990
BS
Jefferson County March 2010 - Present
Regis University July 2009 - Present
Dwennimmen Leadership Consulting December 2004 - Present
City and County of Denver March 2005 - March 2010
City and County of Denver September 2003 - March 2005
Denver County Court September 1998 - September 2003
OppenheimerFunds September 1990 - September 1998
Education
Webster University 1998 — 2000
MA
University of Colorado Denver 1986 — 1990
BS
Patrick Archibald's OppenheimerFunds Experience July 2007 - Present
Job 529 Specialized Service Associate
Industry Financial Services
Experience
OppenheimerFunds July 2007 - Present
Fiserv ISS May 2007 - July 2007
Lipper July 2006 - April 2007
Skills
Series 6, Series 63, Mutual Funds, Financial Services, User Acceptance Testing, 401k, Client Services, Retirement, Back Office, Business Analysis, Analysis, Financial Markets, Equities, Investments
Education
University of Colorado Boulder 2002 — 2006
Economics, Economics
OppenheimerFunds July 2007 - Present
Fiserv ISS May 2007 - July 2007
Lipper July 2006 - April 2007
Skills
Series 6, Series 63, Mutual Funds, Financial Services, User Acceptance Testing, 401k, Client Services, Retirement, Back Office, Business Analysis, Analysis, Financial Markets, Equities, Investments
Education
University of Colorado Boulder 2002 — 2006
Economics, Economics
Edward Einboden's OppenheimerFunds Experience 1997 - 2005
Job Principal, M&A and Investor Relations at TeleTech
Industry Venture Capital & Private Equity
Experience
TeleTech May 2013 - Present
BackCountry Capital August 2011 - April 2013
Wm Smith & Co. November 2007 - April 2010
RBC Capital Markets February 2005 - November 2007
OppenheimerFunds 1997 - 2005
Skills
Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Equities, Mutual Funds, Corporate Finance, Excel, Asset Management, Analysis, Valuation, Investments, Private Equity, Venture Capital, Financial Modeling, Deal Sourcing, Compliance, Entrepreneurship, Business Valuation, Corporate Development, Due Diligence, Strategy, Business Strategy, Series 7, LBO, Series 63, Series 86, Series 87, Alternative Investments, Equity Valuation, Financial Markets, Investment Management, Mergers, Finance, Equity Capital Markets, Microsoft Office, Competitive Analysis, Securities, Capital Markets
Education
University of Colorado at Denver 2010 — 2011
Master of Business Administration, Finance
University of Northern Colorado 1992 — 1996
Bachelors of Science, Finance
TeleTech May 2013 - Present
BackCountry Capital August 2011 - April 2013
Wm Smith & Co. November 2007 - April 2010
RBC Capital Markets February 2005 - November 2007
OppenheimerFunds 1997 - 2005
Skills
Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Equities, Mutual Funds, Corporate Finance, Excel, Asset Management, Analysis, Valuation, Investments, Private Equity, Venture Capital, Financial Modeling, Deal Sourcing, Compliance, Entrepreneurship, Business Valuation, Corporate Development, Due Diligence, Strategy, Business Strategy, Series 7, LBO, Series 63, Series 86, Series 87, Alternative Investments, Equity Valuation, Financial Markets, Investment Management, Mergers, Finance, Equity Capital Markets, Microsoft Office, Competitive Analysis, Securities, Capital Markets
Education
University of Colorado at Denver 2010 — 2011
Master of Business Administration, Finance
University of Northern Colorado 1992 — 1996
Bachelors of Science, Finance
Micheal Yuan's OppenheimerFunds Experience June 1996 - January 1998
Job Global Healthcare Investment Analyst at Texas Employees Retirement System
Industry Investment Management
Experience
Texas Employees Retirement System February 2009 - Present
Banc of America Securities May 2004 - February 2008
First Calverton Financial Group, Inc. January 2002 - December 2002
Triene, Inc. (A Goldman Sachs Ventures Company) July 2001 - October 2001
JPMorgan Chase January 1998 - July 2001
OppenheimerFunds June 1996 - January 1998
Skills
Equities, Hedge Funds, Equity Research, Valuation, Healthcare, Investments, Bloomberg, Equity Valuation, Financial Modeling, Asset Management, Due Diligence, Investment Banking, Mergers, Portfolio Management, Capital Markets, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 1993 — 1996
BS, Accounting and Finance
Texas Employees Retirement System February 2009 - Present
Banc of America Securities May 2004 - February 2008
First Calverton Financial Group, Inc. January 2002 - December 2002
Triene, Inc. (A Goldman Sachs Ventures Company) July 2001 - October 2001
JPMorgan Chase January 1998 - July 2001
OppenheimerFunds June 1996 - January 1998
Skills
Equities, Hedge Funds, Equity Research, Valuation, Healthcare, Investments, Bloomberg, Equity Valuation, Financial Modeling, Asset Management, Due Diligence, Investment Banking, Mergers, Portfolio Management, Capital Markets, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 1993 — 1996
BS, Accounting and Finance
Luke Obermeyer's OppenheimerFunds Experience August 2009 - Present
Job AVP Research Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2009 - Present
OppenheimerFunds January 2005 - November 2009
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Alternative Investments, Investments, Fund Accounting, Valuation, Securities, Equity Research, Portfolio Management, Asset Allocation, Derivatives, Asset Management, Bloomberg Terminal
Education
University of Colorado at Denver 2010 — 2013
Master of Business Administration (M.B.A.)
University of Northern Colorado 2000 — 2004
OppenheimerFunds August 2009 - Present
OppenheimerFunds January 2005 - November 2009
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Alternative Investments, Investments, Fund Accounting, Valuation, Securities, Equity Research, Portfolio Management, Asset Allocation, Derivatives, Asset Management, Bloomberg Terminal
Education
University of Colorado at Denver 2010 — 2013
Master of Business Administration (M.B.A.)
University of Northern Colorado 2000 — 2004
Delana Mullins Maynes's OppenheimerFunds Experience May 1993 - August 1995
Job Administrative Assistant at Capital Sisters
Industry Financial Services
Experience
Capital Sisters March 2012 - June 2013
Investment Management Consultants August 2011 - February 2012
Higher One August 2009 - September 2011
eToys August 2006 - December 2008
2008 Democratic National Convention June 2008 - August 2008
Morgan Stanley Dean Witter September 1995 - September 2001
OppenheimerFunds May 1993 - August 1995
Skills
Public Speaking, Customer Service, Training, Strategic Planning, Event Planning, Microsoft Office, Fundraising, Social Media, Management, Team Building, Team Leadership, Leadership, Program Management, Budgets, Public Relations, Analysis, Research, Event Management, Leadership Development, Data Analysis, Marketing, Microsoft Excel, Social Networking, Editing, Access, Project Management
Education
University of Colorado at Denver 1988 — 1992
Bachelor of Arts, Political Science
Capital Sisters March 2012 - June 2013
Investment Management Consultants August 2011 - February 2012
Higher One August 2009 - September 2011
eToys August 2006 - December 2008
2008 Democratic National Convention June 2008 - August 2008
Morgan Stanley Dean Witter September 1995 - September 2001
OppenheimerFunds May 1993 - August 1995
Skills
Public Speaking, Customer Service, Training, Strategic Planning, Event Planning, Microsoft Office, Fundraising, Social Media, Management, Team Building, Team Leadership, Leadership, Program Management, Budgets, Public Relations, Analysis, Research, Event Management, Leadership Development, Data Analysis, Marketing, Microsoft Excel, Social Networking, Editing, Access, Project Management
Education
University of Colorado at Denver 1988 — 1992
Bachelor of Arts, Political Science
Art Walsh's OppenheimerFunds Experience September 2014 - Present
Job Data Engineer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
OppenheimerFunds September 2006 - September 2014
Great-West Life January 2006 - September 2006
Insureworx 2005 - 2006
Invesco 2001 - 2005
Comcast Cable 2001 - 2001
Great-West Life 1999 - 2001
Great-West Life 1994 - 1999
Skills
Requirements Analysis, Business Analysis, Data Modeling, Agile Methodologies, SDLC, SQL, Business Intelligence, Process Improvement, Data Warehousing, Informatica, Unix, Cognos, Oracle, ETL, Program Management, Project Management, Quality Assurance, Requirements Gathering, User Acceptance Testing, Vendor Management
Education
University of Colorado Denver 1987 — 1991
B.S. Business Administration, Finance
OppenheimerFunds September 2014 - Present
OppenheimerFunds September 2006 - September 2014
Great-West Life January 2006 - September 2006
Insureworx 2005 - 2006
Invesco 2001 - 2005
Comcast Cable 2001 - 2001
Great-West Life 1999 - 2001
Great-West Life 1994 - 1999
Skills
Requirements Analysis, Business Analysis, Data Modeling, Agile Methodologies, SDLC, SQL, Business Intelligence, Process Improvement, Data Warehousing, Informatica, Unix, Cognos, Oracle, ETL, Program Management, Project Management, Quality Assurance, Requirements Gathering, User Acceptance Testing, Vendor Management
Education
University of Colorado Denver 1987 — 1991
B.S. Business Administration, Finance
Amy Windfeldt's OppenheimerFunds Experience 2006 - 2007
Job Manager of Clinic Operations at San Luis Valley Regional Medical Center
Industry Health, Wellness and Fitness
Experience
San Luis Valley Regional Medical Center October 2009 - Present
CapWest Securities, Inc July 2007 - January 2010
OppenheimerFunds 2006 - 2007
Education
University of Colorado Boulder 1988 — 1992
San Luis Valley Regional Medical Center October 2009 - Present
CapWest Securities, Inc July 2007 - January 2010
OppenheimerFunds 2006 - 2007
Education
University of Colorado Boulder 1988 — 1992
Lisa Chaffee's OppenheimerFunds Experience 2008 - September 2010
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimer Funds 2004 - 2008
OppenheimerFunds 2004 - 2004
OppenheimerFunds 2001 - 2004
OppenheimerFunds 1998 - 2001
OppenheimerFunds 1998 - 1998
OppenheimerFunds 1996 - 1998
Education
University of Colorado Boulder 1992 — 1996
Bachelor, Economics
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimer Funds 2004 - 2008
OppenheimerFunds 2004 - 2004
OppenheimerFunds 2001 - 2004
OppenheimerFunds 1998 - 2001
OppenheimerFunds 1998 - 1998
OppenheimerFunds 1996 - 1998
Education
University of Colorado Boulder 1992 — 1996
Bachelor, Economics
Julie Burley's OppenheimerFunds Experience September 2013 - Present
Job Vice President, Finance at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds September 2013 - Present
Deloitte September 2003 - September 2013
Skills
US GAAP, Financial Reporting, Auditing, Accounting, External Audit, Financial Accounting, CPA, Private Equity, Hedge Funds, Mutual Funds, Investments, SEC filings, Internal Controls
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
OppenheimerFunds September 2013 - Present
Deloitte September 2003 - September 2013
Skills
US GAAP, Financial Reporting, Auditing, Accounting, External Audit, Financial Accounting, CPA, Private Equity, Hedge Funds, Mutual Funds, Investments, SEC filings, Internal Controls
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Erin Collard's OppenheimerFunds Experience January 2008 - August 2010
Job Budget & Risk Management at Jefferson County
Industry Financial Services
Experience
Jefferson County September 2015 - Present
East Cherry Creek Valley WSD January 2013 - August 2015
East Cherry Creek Valley WSD August 2010 - August 2015
OppenheimerFunds January 2008 - August 2010
Federal Reserve Bank, Denver 1996 - 1999
Skills
Wealth Management, Financial Analysis, Policy, Retirement Planning, Client Services, Public Speaking, 401k, Management, Process Improvement, Bloomberg, Finance, Research, Retirement, Financial Reporting, Market Data, Contract Negotiation, Business Analysis
Education
University of Colorado Denver 1992 — 1996
B.A. Double Major, Economics & Philosophy, Summa Cum Laude
School of Public Affairs, CU-Denver
Masters in Public Administration Candidate Spring 2016
Jefferson County September 2015 - Present
East Cherry Creek Valley WSD January 2013 - August 2015
East Cherry Creek Valley WSD August 2010 - August 2015
OppenheimerFunds January 2008 - August 2010
Federal Reserve Bank, Denver 1996 - 1999
Skills
Wealth Management, Financial Analysis, Policy, Retirement Planning, Client Services, Public Speaking, 401k, Management, Process Improvement, Bloomberg, Finance, Research, Retirement, Financial Reporting, Market Data, Contract Negotiation, Business Analysis
Education
University of Colorado Denver 1992 — 1996
B.A. Double Major, Economics & Philosophy, Summa Cum Laude
School of Public Affairs, CU-Denver
Masters in Public Administration Candidate Spring 2016
Sara Conway's OppenheimerFunds Experience January 1996 - October 2000
Job Business Development Manager at Peak Benefits, LLC
Industry Insurance
Experience
Peak Benefits, LLC August 2014 - Present
Pantry Pure, LLC 2007 - Present
James K. Kreutz & Associates, P.C. 2008 - September 2013
Greenwood Athletic and Tennis Club January 2001 - November 2011
Great-West Retirement Services June 2003 - September 2005
OppenheimerFunds January 1996 - October 2000
OppenheimerFunds, Inc January 1995 - October 2000
Pitney Bowes January 1993 - January 1995
Skills
Advertising, Management, Leadership, Public Relations, Strategy, Marketing Strategy, Marketing, Investments, Customer Service, Marketing Communications, Program Management, Sales, Public Speaking, Research
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
B.S., Marketing
University of Colorado Boulder 1989 — 1992
B.S., Business Marketing
of Cherry Creek High School 1985 — 1989
High School
Peak Benefits, LLC August 2014 - Present
Pantry Pure, LLC 2007 - Present
James K. Kreutz & Associates, P.C. 2008 - September 2013
Greenwood Athletic and Tennis Club January 2001 - November 2011
Great-West Retirement Services June 2003 - September 2005
OppenheimerFunds January 1996 - October 2000
OppenheimerFunds, Inc January 1995 - October 2000
Pitney Bowes January 1993 - January 1995
Skills
Advertising, Management, Leadership, Public Relations, Strategy, Marketing Strategy, Marketing, Investments, Customer Service, Marketing Communications, Program Management, Sales, Public Speaking, Research
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
B.S., Marketing
University of Colorado Boulder 1989 — 1992
B.S., Business Marketing
of Cherry Creek High School 1985 — 1989
High School
Cory Muench's OppenheimerFunds Experience 1994 - 1995
Job Mutual Fund Reconciliation
Industry Financial Services
Experience
The Company 2008 - Present
The Company 2004 - 2008
Self Employed 2001 - 2004
Charles Schwab 1995 - 2001
OppenheimerFunds 1994 - 1995
MidAmerica Savings Bank 1992 - 1994
University of Iowa 1991 - 1993
Skills
Financial Analysis, Financial Modeling, Valuation, Equity Research, Financial Planning, Mutual Funds, Series 7, Trading, Asset Management, Portfolio Management, Business Analysis, Risk Management
Education
University of Colorado Denver 1997 — 1999
MS, Finance
University of Iowa 1990 — 1993
BBA, Finance
The Company 2008 - Present
The Company 2004 - 2008
Self Employed 2001 - 2004
Charles Schwab 1995 - 2001
OppenheimerFunds 1994 - 1995
MidAmerica Savings Bank 1992 - 1994
University of Iowa 1991 - 1993
Skills
Financial Analysis, Financial Modeling, Valuation, Equity Research, Financial Planning, Mutual Funds, Series 7, Trading, Asset Management, Portfolio Management, Business Analysis, Risk Management
Education
University of Colorado Denver 1997 — 1999
MS, Finance
University of Iowa 1990 — 1993
BBA, Finance
Jason Mudd, MBA's OppenheimerFunds Experience November 1998 - June 2004
Job Vice President Global Client Service Delivery at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Janus Capital Group June 2004 - August 2011
OppenheimerFunds November 1998 - June 2004
Skills
Team Leadership, Interviewing, Risk Mitigation, Mutual Funds, Client Service, Fund Accounting, Operations Management, Securities, Derivatives, Process Improvement, Interviews, Financial Services, Risk Management, Investment Banking, Alternative Investments
Education
University of Colorado at Denver 1999 — 2003
MBA, Finance
Universitiy of Colorado, Denver 1994 — 1998
Bachelor of Science (BS), Marketing and Finance
BNY Mellon August 2011 - Present
Janus Capital Group June 2004 - August 2011
OppenheimerFunds November 1998 - June 2004
Skills
Team Leadership, Interviewing, Risk Mitigation, Mutual Funds, Client Service, Fund Accounting, Operations Management, Securities, Derivatives, Process Improvement, Interviews, Financial Services, Risk Management, Investment Banking, Alternative Investments
Education
University of Colorado at Denver 1999 — 2003
MBA, Finance
Universitiy of Colorado, Denver 1994 — 1998
Bachelor of Science (BS), Marketing and Finance
Jon Pagnozzi, MBA's OppenheimerFunds Experience July 2006 - May 2010
Job Sales Director
Industry Investment Management
Experience
CollegeInvest May 2013 - Present
PeopleFüd 2008 - April 2013
OppenheimerFunds July 2006 - May 2010
Charles Schwab 1999 - 2006
Neighborhood Properties 1994 - 2005
Prudential Securities 1997 - 1999
Skills
Business Strategy, Operations Management, Strategic Planning, Direct Sales, Public Speaking, Marketing Strategy, Problem Solving, Strategy Development, Strategy, Customer Service, Program Management, Investments, Training, Sales, CRM, Management, Leadership, Financial Services, Mutual Funds, Retirement Planning
Education
University of Colorado Denver 2001 — 2004
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1992
BA, Business Administration
CollegeInvest May 2013 - Present
PeopleFüd 2008 - April 2013
OppenheimerFunds July 2006 - May 2010
Charles Schwab 1999 - 2006
Neighborhood Properties 1994 - 2005
Prudential Securities 1997 - 1999
Skills
Business Strategy, Operations Management, Strategic Planning, Direct Sales, Public Speaking, Marketing Strategy, Problem Solving, Strategy Development, Strategy, Customer Service, Program Management, Investments, Training, Sales, CRM, Management, Leadership, Financial Services, Mutual Funds, Retirement Planning
Education
University of Colorado Denver 2001 — 2004
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1992
BA, Business Administration
Paul T. Burke's OppenheimerFunds Experience May 1994 - July 2010
Job Certified Management Accountant
Industry Financial Services
Experience
Brown Brothers Harriman July 2010 - February 2013
OppenheimerFunds May 1994 - July 2010
Education
CMA
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Accounting
Brown Brothers Harriman July 2010 - February 2013
OppenheimerFunds May 1994 - July 2010
Education
CMA
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Accounting
Andrew Klostermann's OppenheimerFunds Experience September 2009 - September 2010
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Brown Brothers Harriman September 2010 - July 2013
OppenheimerFunds September 2009 - September 2010
OppenheimerFunds October 2007 - September 2009
OppenheimerFunds April 2006 - October 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Investments, Securities, Financial Analysis
Education
University of Colorado Denver 2007 — 2010
MS, Finance
University of Colorado Boulder 2001 — 2005
BA, Economics
Charles Schwab July 2013 - Present
Brown Brothers Harriman September 2010 - July 2013
OppenheimerFunds September 2009 - September 2010
OppenheimerFunds October 2007 - September 2009
OppenheimerFunds April 2006 - October 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Investments, Securities, Financial Analysis
Education
University of Colorado Denver 2007 — 2010
MS, Finance
University of Colorado Boulder 2001 — 2005
BA, Economics
Thomas Staub's OppenheimerFunds Experience March 2005 - March 2007
Job Fund Adminstrative Representative
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds March 2005 - March 2007
OppenheimerFunds January 2004 - March 2006
OppenheimerFunds April 2001 - January 2004
Education
University of Colorado Denver 1997 — 2010
BSBA, Finance and Accounting
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds March 2005 - March 2007
OppenheimerFunds January 2004 - March 2006
OppenheimerFunds April 2001 - January 2004
Education
University of Colorado Denver 1997 — 2010
BSBA, Finance and Accounting
Janet Santuccio's OppenheimerFunds Experience December 2003 - June 2005
Job Senior Manager at EY
Industry Financial Services
Experience
EY May 2014 - Present
The North Highland Company July 2005 - May 2014
OppenheimerFunds December 2003 - June 2005
Accenture May 1995 - December 2003
Skills
Business Process..., Program Management, Wealth Management, Software Development..., Investments, Financial Services, Management Consulting, Business Transformation, Mergers & Acquisitions, Business Process..., Business Analysis, Business Process Design, Business Process..., Business Strategy, Change Management, Executive Management, Consulting, Organizational Design, Project Portfolio..., Strategy, SDLC, Governance, Process Improvement, PMO, Portfolio Management, Business Process, Analytics, Risk Management, CRM, IT Strategy, Cross-functional Team..., Professional Services, Project Delivery, Shared Services, Vendor Management, Requirements Gathering, PMP, Enterprise Architecture
Education
University of Colorado at Boulder 1992 — 1995
Bachelor of Science (B.S.), Accounting
Vanderbilt University 1991 — 1992
Bachelor of Science (B.S.), Economics
EY May 2014 - Present
The North Highland Company July 2005 - May 2014
OppenheimerFunds December 2003 - June 2005
Accenture May 1995 - December 2003
Skills
Business Process..., Program Management, Wealth Management, Software Development..., Investments, Financial Services, Management Consulting, Business Transformation, Mergers & Acquisitions, Business Process..., Business Analysis, Business Process Design, Business Process..., Business Strategy, Change Management, Executive Management, Consulting, Organizational Design, Project Portfolio..., Strategy, SDLC, Governance, Process Improvement, PMO, Portfolio Management, Business Process, Analytics, Risk Management, CRM, IT Strategy, Cross-functional Team..., Professional Services, Project Delivery, Shared Services, Vendor Management, Requirements Gathering, PMP, Enterprise Architecture
Education
University of Colorado at Boulder 1992 — 1995
Bachelor of Science (B.S.), Accounting
Vanderbilt University 1991 — 1992
Bachelor of Science (B.S.), Economics
Mitch Tulper's OppenheimerFunds Experience January 2012 - Present
Job Relationship Manager/Back Office Liaison at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2012 - Present
OppenheimerFunds April 2011 - December 2012
OppenheimerFunds April 2007 - April 2011
Skills
Series 7, Process Improvement, Disaster Recovery, Asset Management, Mutual Funds, Series 63, 401k, Financial Services, SharePoint, Relationship Management, Management, Asset Allocation, Series 6, Securities, Investments
Education
University of Colorado Denver 1995 — 1998
BS, Biology
OppenheimerFunds January 2012 - Present
OppenheimerFunds April 2011 - December 2012
OppenheimerFunds April 2007 - April 2011
Skills
Series 7, Process Improvement, Disaster Recovery, Asset Management, Mutual Funds, Series 63, 401k, Financial Services, SharePoint, Relationship Management, Management, Asset Allocation, Series 6, Securities, Investments
Education
University of Colorado Denver 1995 — 1998
BS, Biology
Ellen Penner's OppenheimerFunds Experience December 1992 - Present
Job Senior Project Manager at OppenheimerFunds
Industry Financial Services
Experience
OPPENHEIMER FUNDS, Denver 2008 - Present
Grandma's Jewellery Box August 2000 - Present
OppenheimerFunds December 1992 - Present
OppenheimerFunds December 1994 - September 1996
OppenheimerFunds November 1992 - December 1994
Kelly Temporary Services August 1987 - August 1992
Education
University of Colorado Denver 1992 — 1995
MBA, Business Administration
University of Maryland College Park 1975 — 1979
bs, geology
OPPENHEIMER FUNDS, Denver 2008 - Present
Grandma's Jewellery Box August 2000 - Present
OppenheimerFunds December 1992 - Present
OppenheimerFunds December 1994 - September 1996
OppenheimerFunds November 1992 - December 1994
Kelly Temporary Services August 1987 - August 1992
Education
University of Colorado Denver 1992 — 1995
MBA, Business Administration
University of Maryland College Park 1975 — 1979
bs, geology
Ashlee Vogt's OppenheimerFunds Experience September 2010 - October 2013
Job Compliance Professional
Industry Insurance
Experience
Transamerica May 2015 - Present
Major Financial Services Firm December 2013 - May 2015
OppenheimerFunds September 2010 - October 2013
Janus Capital Group 2004 - 2008
Frank Solutions, Inc. March 2003 - July 2004
Janus Capital Group February 2000 - March 2003
Skills
Series 6, Series 26, Financial Services, Mutual Funds, Insurance and VA, Technical Writing, Editing, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Excel, PowerPoint, Word
Education
University of Colorado Denver 1996 — 2000
BA, English
University of Northern Colorado 1994 — 1995
English, Drama
Transamerica May 2015 - Present
Major Financial Services Firm December 2013 - May 2015
OppenheimerFunds September 2010 - October 2013
Janus Capital Group 2004 - 2008
Frank Solutions, Inc. March 2003 - July 2004
Janus Capital Group February 2000 - March 2003
Skills
Series 6, Series 26, Financial Services, Mutual Funds, Insurance and VA, Technical Writing, Editing, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Excel, PowerPoint, Word
Education
University of Colorado Denver 1996 — 2000
BA, English
University of Northern Colorado 1994 — 1995
English, Drama
Beau Taggart's OppenheimerFunds Experience November 2010 - April 2011
Job Commercial Real Estate Leasing Agent at Taggart Management & Real Estate Services, LLC
Industry Real Estate
Experience
Taggart Management & Real Estate Services, LLC February 2013 - Present
Mark F.Taggart Company July 2011 - January 2013
OppenheimerFunds November 2010 - April 2011
Viamedia Cable Advertising June 2009 - August 2009
Skills
Marketing, Customer Service, Microsoft Office, Sales, Commercial Real Estate, PowerPoint, Microsoft Word, Microsoft Excel, Research, Property Management, Leadership, Time Management, Editing, Public Speaking, Social Media, Event Planning, Facebook, Advertising, Creative Writing, Writing Skills, Data Entry, Social Networking, Customer Satisfaction, Social Media Marketing, Cold Calling, Public Relations, Fundraising, Nonprofits, Lease Negotiations
Education
University of Colorado at Boulder 2006 — 2011
English Literature, Liberal Arts and Sciences, General Studies and Humanities
University of Colorado at Boulder 2006 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Taggart Management & Real Estate Services, LLC February 2013 - Present
Mark F.Taggart Company July 2011 - January 2013
OppenheimerFunds November 2010 - April 2011
Viamedia Cable Advertising June 2009 - August 2009
Skills
Marketing, Customer Service, Microsoft Office, Sales, Commercial Real Estate, PowerPoint, Microsoft Word, Microsoft Excel, Research, Property Management, Leadership, Time Management, Editing, Public Speaking, Social Media, Event Planning, Facebook, Advertising, Creative Writing, Writing Skills, Data Entry, Social Networking, Customer Satisfaction, Social Media Marketing, Cold Calling, Public Relations, Fundraising, Nonprofits, Lease Negotiations
Education
University of Colorado at Boulder 2006 — 2011
English Literature, Liberal Arts and Sciences, General Studies and Humanities
University of Colorado at Boulder 2006 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Kevin Glenn's OppenheimerFunds Experience December 2006 - Present
Job Vice President Corporate Tax at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2006 - Present
Tomkins Industries, Inc 2005 - 2006
First Data Corporation 2000 - 2005
Skills
Accounting, Budgets, CPA, Corporate Tax, Financial Analysis, Financial Modeling, Financial Reporting, Income Tax, International Tax, Microsoft Office, Process Improvement, SEC filings, Sarbanes-Oxley Act, Tax, Tax Research
Education
University of Colorado Boulder
OppenheimerFunds December 2006 - Present
Tomkins Industries, Inc 2005 - 2006
First Data Corporation 2000 - 2005
Skills
Accounting, Budgets, CPA, Corporate Tax, Financial Analysis, Financial Modeling, Financial Reporting, Income Tax, International Tax, Microsoft Office, Process Improvement, SEC filings, Sarbanes-Oxley Act, Tax, Tax Research
Education
University of Colorado Boulder
George Zranov's OppenheimerFunds Experience June 2006 - January 2007
Job Director RIA West Investment Specialst Group at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
Daniel Ferszt's OppenheimerFunds Experience 2003 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Tracy Jakobson's OppenheimerFunds Experience 1989 - 1991
Job Financial Analyst and Portfolio Manager
Industry Investment Management
Experience
Rye Presbyterian Church January 2012 - Present
Clay Art Center February 2011 - October 2011
Cardinal Capital Management, L.L.C. 1995 - 1997
Neuberger Berman 1991 - 1993
OppenheimerFunds 1989 - 1991
First Boston Corporation 1987 - 1989
Goldman Sachs 1983 - 1985
Bell Laboratories 1982 - 1983
Skills
Mergers & Acquisitions, Equities, Finance, Mutual Funds, Management, Emerging Markets, Hedge Funds, Equity Research, Alternative Investments, Valuation, Portfolio Management, Team Management, Investment Management, Project Management
Education
The Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA), Finance
Columbia University 1979 — 1982
Bachelor of Applied Science (BASc), Chemical Engineering
University of Colorado at Boulder 1978 — 1979
Chemical Engineering
Rye Presbyterian Church January 2012 - Present
Clay Art Center February 2011 - October 2011
Cardinal Capital Management, L.L.C. 1995 - 1997
Neuberger Berman 1991 - 1993
OppenheimerFunds 1989 - 1991
First Boston Corporation 1987 - 1989
Goldman Sachs 1983 - 1985
Bell Laboratories 1982 - 1983
Skills
Mergers & Acquisitions, Equities, Finance, Mutual Funds, Management, Emerging Markets, Hedge Funds, Equity Research, Alternative Investments, Valuation, Portfolio Management, Team Management, Investment Management, Project Management
Education
The Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA), Finance
Columbia University 1979 — 1982
Bachelor of Applied Science (BASc), Chemical Engineering
University of Colorado at Boulder 1978 — 1979
Chemical Engineering
Jaime Dinan's OppenheimerFunds Experience February 2013 - Present
Job Correspondent at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2013 - Present
OppenheimerFunds November 2011 - February 2013
Papyrus May 2011 - November 2011
It's Elementary January 2010 - May 2010
Skills
Series 6, Mutual Funds, Call Center, Customer Service, Japanese culture, Japanese, Visual Merchandising, Personal Shopping, Training, Close Attention to..., Sales
Education
University of Colorado Boulder 2006 — 2010
Bachelor of Arts (B.A.), Japanese Language and Literature and International Affairs
University of Colorado at 2006 — 2010
Bachelor's degree, Japanese and International Affairs
Sophia University 2008 — 2009
OppenheimerFunds February 2013 - Present
OppenheimerFunds November 2011 - February 2013
Papyrus May 2011 - November 2011
It's Elementary January 2010 - May 2010
Skills
Series 6, Mutual Funds, Call Center, Customer Service, Japanese culture, Japanese, Visual Merchandising, Personal Shopping, Training, Close Attention to..., Sales
Education
University of Colorado Boulder 2006 — 2010
Bachelor of Arts (B.A.), Japanese Language and Literature and International Affairs
University of Colorado at 2006 — 2010
Bachelor's degree, Japanese and International Affairs
Sophia University 2008 — 2009
Ryan Woolhiser, CAIA, AAMS's OppenheimerFunds Experience June 2012 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2012 - Present
OppenheimerFunds May 2011 - May 2012
TIAA-CREF June 2010 - May 2011
JPMorgan Chase September 2009 - June 2010
OppenheimerFunds February 2008 - July 2009
Skills
Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Investments, Series 63, Securities, Fixed Annuities, Wealth Management, Investment Strategies, Alternative Investments, Retirement, Insurance, Employee Benefits, 401k, REIT, Annuities, Energy Industry, Hedge Funds, Real Estate, Private Equity, Commodity Markets, MLP
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Economics, Business (Minor)
OppenheimerFunds June 2012 - Present
OppenheimerFunds May 2011 - May 2012
TIAA-CREF June 2010 - May 2011
JPMorgan Chase September 2009 - June 2010
OppenheimerFunds February 2008 - July 2009
Skills
Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Investments, Series 63, Securities, Fixed Annuities, Wealth Management, Investment Strategies, Alternative Investments, Retirement, Insurance, Employee Benefits, 401k, REIT, Annuities, Energy Industry, Hedge Funds, Real Estate, Private Equity, Commodity Markets, MLP
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Economics, Business (Minor)
Valerie (Vidis) Towery's OppenheimerFunds Experience December 1997 - August 2005
Job Deputy Chief Compliance Officer at SquareTwo
Industry Financial Services
Experience
SquareTwo January 2014 - Present
Western Union Business Solutions March 2013 - January 2014
Western Union August 2005 - March 2013
OppenheimerFunds December 1997 - August 2005
US Army 1987 - 1996
Skills
KYC, AML, Fraud, USA PATRIOT Act, OFAC, Bank Secrecy Act, Financial Services, Corporate Governance, Risk Management, Financial Risk, Hedge Funds, Mutual Funds, Internal Audit, Due Diligence, Mobile Payments, Securities, Sanction, Payments, Operational Risk..., Operational Risk, Banking, Derivatives, Enterprise Risk..., Investments, Financial Institutions, Credit, FINRA, Anti Money Laundering
Education
University of Colorado Boulder 1989 — 1992
BS, Russian, International Affairs
Defense Language Institute 1988 — 1988
Russian
Golden Senior High
SquareTwo January 2014 - Present
Western Union Business Solutions March 2013 - January 2014
Western Union August 2005 - March 2013
OppenheimerFunds December 1997 - August 2005
US Army 1987 - 1996
Skills
KYC, AML, Fraud, USA PATRIOT Act, OFAC, Bank Secrecy Act, Financial Services, Corporate Governance, Risk Management, Financial Risk, Hedge Funds, Mutual Funds, Internal Audit, Due Diligence, Mobile Payments, Securities, Sanction, Payments, Operational Risk..., Operational Risk, Banking, Derivatives, Enterprise Risk..., Investments, Financial Institutions, Credit, FINRA, Anti Money Laundering
Education
University of Colorado Boulder 1989 — 1992
BS, Russian, International Affairs
Defense Language Institute 1988 — 1988
Russian
Golden Senior High
Eva Mullin's OppenheimerFunds Experience March 1993 - Present
Job at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 1993 - Present
Skills
Mutual Funds, FINRA, Series 24, Series 63, Relationship Management, Series 7, Financial Services, Risk Management, Securities, Fixed Income, Alternative Investments, Equities, Asset Management, Investment Advisory, Capital Markets, Investments, Wealth Management, Hedge Funds, Retirement Planning, Bloomberg, Securities Regulation, Series 6, Financial Risk, Asset Allocation, Derivatives, Portfolio Management, 401k
Education
University of Colorado Denver
French
OppenheimerFunds March 1993 - Present
Skills
Mutual Funds, FINRA, Series 24, Series 63, Relationship Management, Series 7, Financial Services, Risk Management, Securities, Fixed Income, Alternative Investments, Equities, Asset Management, Investment Advisory, Capital Markets, Investments, Wealth Management, Hedge Funds, Retirement Planning, Bloomberg, Securities Regulation, Series 6, Financial Risk, Asset Allocation, Derivatives, Portfolio Management, 401k
Education
University of Colorado Denver
French
Aidan Gerard's OppenheimerFunds Experience February 2010 - Present
Job Senior Compliance Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2010 - Present
OppenheimerFunds January 2008 - February 2010
Skills
Series 6, FINRA Web CRD/IARD..., Electronic Surveillance, Broker Dealer Compliance, Continuing Education, Customer Service, Compliance, Qualified Retirement..., IRAs, Roth IRA, 403 b, Adobe Creative Suite, Microsoft Office, SharePoint, Data Security, ERISA, 401k
Education
University of Colorado at Denver 2004 — 2007
BA, Sociology
OppenheimerFunds February 2010 - Present
OppenheimerFunds January 2008 - February 2010
Skills
Series 6, FINRA Web CRD/IARD..., Electronic Surveillance, Broker Dealer Compliance, Continuing Education, Customer Service, Compliance, Qualified Retirement..., IRAs, Roth IRA, 403 b, Adobe Creative Suite, Microsoft Office, SharePoint, Data Security, ERISA, 401k
Education
University of Colorado at Denver 2004 — 2007
BA, Sociology
John Birx's OppenheimerFunds Experience 1996 - 1998
Job Assistant Vice President Investment Accounting & Reporting at GreatWest Financial
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company 2001 - Present
Westerra Credit Union 2000 - 2001
KPMG US 1998 - 2000
OppenheimerFunds 1996 - 1998
Education
Metropolitan State University of Denver
Bachelor’s Degree, Accounting
University of Colorado Denver
Master of Business Administration (M.B.A.)
Great-West Life and Annuity Insurance Company 2001 - Present
Westerra Credit Union 2000 - 2001
KPMG US 1998 - 2000
OppenheimerFunds 1996 - 1998
Education
Metropolitan State University of Denver
Bachelor’s Degree, Accounting
University of Colorado Denver
Master of Business Administration (M.B.A.)
Angela Dato's OppenheimerFunds Experience June 2013 - Present
Job Project Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2013 - Present
OppenheimerFunds March 2012 - June 2013
OppenheimerFunds August 2007 - March 2012
OppenheimerFunds July 2006 - August 2007
OppenheimerFunds April 2005 - July 2006
OppenheimerFunds January 2004 - April 2005
Skills
Financial Services, Mutual Funds, Business Analysis, Relationship Management, Investments, Risk Management, Vendor Management, Series 6, Leadership, Management, SharePoint, Call Centers, Process Improvement, Banking, Analysis, Visio, Business Intelligence, Training, 401k, Change Management, Business Process, Business Process..., Access, Requirements Gathering, Disaster Recovery, Quality Assurance, Program Management, Requirements Analysis, Team Leadership
Education
University of Colorado Boulder
Psychology
OppenheimerFunds June 2013 - Present
OppenheimerFunds March 2012 - June 2013
OppenheimerFunds August 2007 - March 2012
OppenheimerFunds July 2006 - August 2007
OppenheimerFunds April 2005 - July 2006
OppenheimerFunds January 2004 - April 2005
Skills
Financial Services, Mutual Funds, Business Analysis, Relationship Management, Investments, Risk Management, Vendor Management, Series 6, Leadership, Management, SharePoint, Call Centers, Process Improvement, Banking, Analysis, Visio, Business Intelligence, Training, 401k, Change Management, Business Process, Business Process..., Access, Requirements Gathering, Disaster Recovery, Quality Assurance, Program Management, Requirements Analysis, Team Leadership
Education
University of Colorado Boulder
Psychology
Curt Carnahan's OppenheimerFunds Experience September 2014 - November 2014
Job Financial Representative at Fidelity Investments
Industry Transportation/Trucking/Railroad
Experience
Fidelity Investments November 2014 - Present
OppenheimerFunds September 2014 - November 2014
XPO Logistics, Inc. July 2013 - February 2014
Enterprise Rent-A-Car September 2012 - July 2013
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (BS), Psychology
Fidelity Investments November 2014 - Present
OppenheimerFunds September 2014 - November 2014
XPO Logistics, Inc. July 2013 - February 2014
Enterprise Rent-A-Car September 2012 - July 2013
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (BS), Psychology
Richard Roland, MS, MBA's OppenheimerFunds Experience December 2004 - September 2010
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds December 2004 - September 2010
Skills
Mutual Funds, Fund Accounting, Fund Administration, Securities, Fixed Income, Equities, Bloomberg Terminal, Financial Analysis, Derivatives, Investments, Financial Services, Financial Reporting, Accounting, Financial Statements
Education
University of Colorado Denver 2010 — 2014
Master of Science (M.S.), Accounting, 4.0
University of Northern Iowa 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General, 3.2
University of Iowa 1995 — 2001
Bachelor of Business Administration (BBA), Finance, General
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds December 2004 - September 2010
Skills
Mutual Funds, Fund Accounting, Fund Administration, Securities, Fixed Income, Equities, Bloomberg Terminal, Financial Analysis, Derivatives, Investments, Financial Services, Financial Reporting, Accounting, Financial Statements
Education
University of Colorado Denver 2010 — 2014
Master of Science (M.S.), Accounting, 4.0
University of Northern Iowa 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General, 3.2
University of Iowa 1995 — 2001
Bachelor of Business Administration (BBA), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY