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
Dana Ginsberg Dana Ginsberg's OppenheimerFunds Experience September 2014 - Present
Job Associate, Business Development Services at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
Hawkins Delafield & Wood LLP May 2013 - September 2014
Jan Fence Inc June 2012 - April 2013
Intergroup Relations Lab September 2011 - May 2012
Jan Fence Inc May 2011 - August 2011
Park Avenue Psychotherapy Associates May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Conversant in French, Facebook, Event Planning, Research, Data Analysis, PowerPoint, Teamwork, Customer Service
Education
University of Delaware 2008 — 2012
Bachelor of Arts (B.A.), Major in Psychology, Minor in English
OppenheimerFunds September 2014 - Present
Hawkins Delafield & Wood LLP May 2013 - September 2014
Jan Fence Inc June 2012 - April 2013
Intergroup Relations Lab September 2011 - May 2012
Jan Fence Inc May 2011 - August 2011
Park Avenue Psychotherapy Associates May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Conversant in French, Facebook, Event Planning, Research, Data Analysis, PowerPoint, Teamwork, Customer Service
Education
University of Delaware 2008 — 2012
Bachelor of Arts (B.A.), Major in Psychology, Minor in English
Claire O'Neill Claire O'Neill's OppenheimerFunds Experience September 2015 - Present
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2015 - Present
OppenheimerFunds September 2014 - Present
Wilkerson & Reynolds Wealth Management May 2013 - December 2013
Boone County Republican Headquarters September 2012 - November 2012
OakStar Bank May 2011 - July 2012
Skills
Economics, Political Science, Business, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Research, Positive Team Player, Written & Verbal..., Time Management
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Arts (B.A.), Economics and Political Science, Minor in Business Administration
St. Teresa's Academy 2006 — 2010
OppenheimerFunds September 2015 - Present
OppenheimerFunds September 2014 - Present
Wilkerson & Reynolds Wealth Management May 2013 - December 2013
Boone County Republican Headquarters September 2012 - November 2012
OakStar Bank May 2011 - July 2012
Skills
Economics, Political Science, Business, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Research, Positive Team Player, Written & Verbal..., Time Management
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Arts (B.A.), Economics and Political Science, Minor in Business Administration
St. Teresa's Academy 2006 — 2010
Nicole McKissen Nicole McKissen's OppenheimerFunds Experience May 2007 - November 2009
Job Compliance Specialist at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial November 2009 - Present
OppenheimerFunds May 2007 - November 2009
Great-West Financial November 2005 - May 2007
Skills
FINRA, AML, Insurance, Securities, Mutual Funds, Retirement Planning, Customer Service, Process Improvement, Financial Services, Retirement, Relationship Management, Finance, Financial Analysis, 401k
Education
University of Denver 1999 — 2003
Bachelor of Fine Arts (BFA), Electronic media arts and design
Great-West Financial November 2009 - Present
OppenheimerFunds May 2007 - November 2009
Great-West Financial November 2005 - May 2007
Skills
FINRA, AML, Insurance, Securities, Mutual Funds, Retirement Planning, Customer Service, Process Improvement, Financial Services, Retirement, Relationship Management, Finance, Financial Analysis, 401k
Education
University of Denver 1999 — 2003
Bachelor of Fine Arts (BFA), Electronic media arts and design
Matt Tachibana Matt Tachibana's OppenheimerFunds Experience March 1997 - July 2001
Job Contract Compliance Officer at Denver International Airport
Industry Government Administration
Experience
Denver International Airport July 2013 - Present
UMB October 2009 - April 2013
Peak National Bank March 2005 - July 2009
OppenheimerFunds March 1997 - July 2001
Skills
Banking, Loans, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Credit, Retail Banking, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Financial Analysis, Credit Cards, Lines Of Credit, Refinance, Investments, FHA, Customer Service, Sales Management, Strategic Planning, Portfolio Management
Education
University of Denver 1997 — 2000
Bus & History, Business Administration and Management, General
University of Denver 1997 — 2000
Bachelor's degree, General Business & History
Denver International Airport July 2013 - Present
UMB October 2009 - April 2013
Peak National Bank March 2005 - July 2009
OppenheimerFunds March 1997 - July 2001
Skills
Banking, Loans, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Credit, Retail Banking, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Financial Analysis, Credit Cards, Lines Of Credit, Refinance, Investments, FHA, Customer Service, Sales Management, Strategic Planning, Portfolio Management
Education
University of Denver 1997 — 2000
Bus & History, Business Administration and Management, General
University of Denver 1997 — 2000
Bachelor's degree, General Business & History
Evan Lereah AAMS®, CRPS®'s OppenheimerFunds Experience June 1998 - July 2002
Job Senior Vice President Investment Officer; Fundamental Choice Portfolio Manager
Industry Financial Services
Experience
Lereah Financial Group of Wells Fargo Advisors, LLC February 2010 - Present
Appleton Partners, Inc. July 2007 - February 2010
Rydex Investments July 2002 - June 2007
OppenheimerFunds June 1998 - July 2002
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1998
Bachelors, Marketing and Finance
University of Maryland College Park 1994 — 1998
BA, Finance and Economics
Lereah Financial Group of Wells Fargo Advisors, LLC February 2010 - Present
Appleton Partners, Inc. July 2007 - February 2010
Rydex Investments July 2002 - June 2007
OppenheimerFunds June 1998 - July 2002
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1998
Bachelors, Marketing and Finance
University of Maryland College Park 1994 — 1998
BA, Finance and Economics
Miranda Ravin Miranda Ravin's OppenheimerFunds Experience December 2002 - Present
Job Film and Media Composer
Industry Media Production
Experience
OppenheimerFunds December 2002 - Present
www.mirandaravin.com 1996 - Present
Janus Capital Group 2000 - 2002
Skills
Avid Media Composer, Video Production, Customer Service, Film, Editing, Adobe Creative Suite, Digital Media, Composition, Final Cut Pro
Education
University of Denver
OppenheimerFunds December 2002 - Present
www.mirandaravin.com 1996 - Present
Janus Capital Group 2000 - 2002
Skills
Avid Media Composer, Video Production, Customer Service, Film, Editing, Adobe Creative Suite, Digital Media, Composition, Final Cut Pro
Education
University of Denver
Kyle McGrath's OppenheimerFunds Experience June 2015 - August 2015
Job Equity Research Analyst at The Krause Fund
Industry Investment Management
Experience
The Krause Fund August 2015 - Present
OppenheimerFunds June 2015 - August 2015
University of Iowa Student Government May 2014 - April 2015
Phi Delta Theta Fraternity September 2013 - September 2014
Northwestern Mutual May 2014 - August 2014
PwC October 2013 - October 2013
Riverpoint Wealth Management June 2011 - August 2013
Skills
Finance, Teamwork, Time Management, Microsoft Excel, Leadership, Financial Analysis, Strategic Financial..., Microsoft Office, Critical Thinking, PowerPoint, Financial Accounting, Financial Services, Fundraising, Data Analysis, Customer Service, Microsoft Word
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Junior
University of Iowa 2012 — 2016
Tippie College of Business
The Krause Fund August 2015 - Present
OppenheimerFunds June 2015 - August 2015
University of Iowa Student Government May 2014 - April 2015
Phi Delta Theta Fraternity September 2013 - September 2014
Northwestern Mutual May 2014 - August 2014
PwC October 2013 - October 2013
Riverpoint Wealth Management June 2011 - August 2013
Skills
Finance, Teamwork, Time Management, Microsoft Excel, Leadership, Financial Analysis, Strategic Financial..., Microsoft Office, Critical Thinking, PowerPoint, Financial Accounting, Financial Services, Fundraising, Data Analysis, Customer Service, Microsoft Word
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Junior
University of Iowa 2012 — 2016
Tippie College of Business
Kimberly Belsole Kimberly Belsole's OppenheimerFunds Experience October 2014 - Present
Job Vice President, Client Services & Administration at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
Lord, Abbett & Co. LLC September 2014 - October 2014
Lord, Abbett & Co. LLC April 2014 - September 2014
Lord, Abbett & Co. LLC April 2013 - April 2014
Lord, Abbett & Co. LLC August 2010 - April 2013
Lord, Abbett & Co. LLC October 2008 - August 2010
Lord, Abbett & Co. LLC September 2005 - October 2008
Education
University of Florida
Bachelor of Business Administration (BBA), Economics
OppenheimerFunds October 2014 - Present
Lord, Abbett & Co. LLC September 2014 - October 2014
Lord, Abbett & Co. LLC April 2014 - September 2014
Lord, Abbett & Co. LLC April 2013 - April 2014
Lord, Abbett & Co. LLC August 2010 - April 2013
Lord, Abbett & Co. LLC October 2008 - August 2010
Lord, Abbett & Co. LLC September 2005 - October 2008
Education
University of Florida
Bachelor of Business Administration (BBA), Economics
Kelly Weaver Kelly Weaver's OppenheimerFunds Experience March 2015 - Present
Job VP Transfer Agency Client Relations at OppenheimerFunds
Industry Investment Banking
Experience
OppenheimerFunds March 2015 - Present
Express Scripts June 2014 - March 2015
Firstsource February 2013 - June 2014
J P Morgan Chase October 2009 - January 2013
Barclays Bank November 2005 - October 2009
Bank of America September 1996 - October 2005
Skills
Call Center, P&L Management, Customer Service, Team Building, Customer Satisfaction, People Management, Project Management, Strategic Planning, Communication Skills, Insurance Policies, Inspiring People, Management, Call Centers, Performance Management, Outsourcing, Team Leadership, Vendor Management, Customer Retention, Process Improvement, Customer Experience, Leadership, Operations Management, Change Management, Leadership Development, Banking, Training, Coaching, Cross-functional Team..., Team Management, Business Process..., CRM, Sales
Education
University of Maryland College Park 1985 — 1988
Bachelor of Science, Business Administration
OppenheimerFunds March 2015 - Present
Express Scripts June 2014 - March 2015
Firstsource February 2013 - June 2014
J P Morgan Chase October 2009 - January 2013
Barclays Bank November 2005 - October 2009
Bank of America September 1996 - October 2005
Skills
Call Center, P&L Management, Customer Service, Team Building, Customer Satisfaction, People Management, Project Management, Strategic Planning, Communication Skills, Insurance Policies, Inspiring People, Management, Call Centers, Performance Management, Outsourcing, Team Leadership, Vendor Management, Customer Retention, Process Improvement, Customer Experience, Leadership, Operations Management, Change Management, Leadership Development, Banking, Training, Coaching, Cross-functional Team..., Team Management, Business Process..., CRM, Sales
Education
University of Maryland College Park 1985 — 1988
Bachelor of Science, Business Administration
Joseph Mascioli Joseph Mascioli's OppenheimerFunds Experience December 2010 - June 2012
Job Shareholder & Investment Consultant at 361 Capital
Industry Financial Services
Experience
361 Capital March 2015 - Present
EMPOWER Retirement January 2015 - March 2015
EMPOWER Retirement March 2013 - January 2015
Trust Company of America December 2012 - March 2013
OppenheimerFunds December 2010 - June 2012
The Parziale-Kern Group of Wells Fargo Advisors April 2010 - October 2010
Aberdeen Funds July 2006 - January 2009
Aberdeen Funds December 2005 - June 2006
Wachovia May 2003 - April 2005
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's Degree, Finance
361 Capital March 2015 - Present
EMPOWER Retirement January 2015 - March 2015
EMPOWER Retirement March 2013 - January 2015
Trust Company of America December 2012 - March 2013
OppenheimerFunds December 2010 - June 2012
The Parziale-Kern Group of Wells Fargo Advisors April 2010 - October 2010
Aberdeen Funds July 2006 - January 2009
Aberdeen Funds December 2005 - June 2006
Wachovia May 2003 - April 2005
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's Degree, Finance
Chris Saehler Chris Saehler's OppenheimerFunds Experience September 2007 - April 2011
Job Regional Sales Director at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. November 2014 - Present
Highland Capital Management, L.P. February 2014 - November 2014
Janus Capital Group August 2012 - February 2014
Trilogy Financial Services April 2011 - August 2012
OppenheimerFunds September 2007 - April 2011
Eagle Investment Services January 2005 - September 2007
Skills
Mutual Funds, Investments, Investment Strategies, Financial Advisory, Securities, Series 7, Asset Allocation, Wealth Management, Bloomberg, Financial Modeling, Alternative Investments, Investment Advisory, Portfolio Management, Series 63, Financial Analysis, Series 24
Education
University of Iowa 2002 — 2007
B.A., Economics
Highland Capital Management, L.P. November 2014 - Present
Highland Capital Management, L.P. February 2014 - November 2014
Janus Capital Group August 2012 - February 2014
Trilogy Financial Services April 2011 - August 2012
OppenheimerFunds September 2007 - April 2011
Eagle Investment Services January 2005 - September 2007
Skills
Mutual Funds, Investments, Investment Strategies, Financial Advisory, Securities, Series 7, Asset Allocation, Wealth Management, Bloomberg, Financial Modeling, Alternative Investments, Investment Advisory, Portfolio Management, Series 63, Financial Analysis, Series 24
Education
University of Iowa 2002 — 2007
B.A., Economics
Ben Rand, CPA's OppenheimerFunds Experience November 2014 - Present
Job Financial Analyst Corporate Treasury
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
BDO USA, LLP December 2013 - October 2014
Anchin, Block & Anchin LLP November 2012 - September 2013
KPMG US June 2011 - August 2011
Hilton Times Square June 2009 - August 2009
Skills
Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Auditing, Accounting, Financial Accounting, CPA, General Ledger, Account Reconciliation, QuickBooks, GAAP, SEC filings, Tax, US GAAP
Education
University of Delaware 2008 — 2012
Bachelor's of Science, Accounting and Finance
OppenheimerFunds November 2014 - Present
BDO USA, LLP December 2013 - October 2014
Anchin, Block & Anchin LLP November 2012 - September 2013
KPMG US June 2011 - August 2011
Hilton Times Square June 2009 - August 2009
Skills
Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Auditing, Accounting, Financial Accounting, CPA, General Ledger, Account Reconciliation, QuickBooks, GAAP, SEC filings, Tax, US GAAP
Education
University of Delaware 2008 — 2012
Bachelor's of Science, Accounting and Finance
Carl D'Aquila Carl D'Aquila's OppenheimerFunds Experience August 2015 - Present
Job Regional Advisor Consultant Iowa & Central IL at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
OppenheimerFunds January 2015 - July 2015
OppenheimerFunds June 2013 - December 2014
Bridge-Linguatec IIC. June 2012 - March 2013
O'Connor and Ward, CPAs, LLC January 2012 - July 2012
R & D Landscape June 2009 - September 2011
Medtronic June 2007 - August 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Spanish, QuickBooks, Salesforce.com, Series 6
Education
University of Denver 2009 — 2013
OppenheimerFunds August 2015 - Present
OppenheimerFunds January 2015 - July 2015
OppenheimerFunds June 2013 - December 2014
Bridge-Linguatec IIC. June 2012 - March 2013
O'Connor and Ward, CPAs, LLC January 2012 - July 2012
R & D Landscape June 2009 - September 2011
Medtronic June 2007 - August 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Spanish, QuickBooks, Salesforce.com, Series 6
Education
University of Denver 2009 — 2013
Shawnte Roberts Shawnte Roberts's OppenheimerFunds Experience June 2015 - August 2015
Job CoDirector at Volunteer Income Tax Assistance (VITA) Program
Industry
Experience
Daniels College of Business October 2014 - Present
Volunteer Income Tax Assistance (VITA) Program September 2014 - Present
OppenheimerFunds June 2015 - August 2015
University of Denver Athletics Department September 2014 - June 2015
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Teamwork, Outlook, Social Media, Time Management, Team Leadership, Microsoft Word, InDesign, SAP R3, Essbase
Education
Daniels College of Business 2012 — 2016
Master's Degree, Accountancy
University of Denver - Daniels College of Business 2012 — 2015
Bachelor's Degree, Accounting
Castle View High School 2008 — 2012
High School, E-Media & Business Academy
Daniels College of Business October 2014 - Present
Volunteer Income Tax Assistance (VITA) Program September 2014 - Present
OppenheimerFunds June 2015 - August 2015
University of Denver Athletics Department September 2014 - June 2015
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Teamwork, Outlook, Social Media, Time Management, Team Leadership, Microsoft Word, InDesign, SAP R3, Essbase
Education
Daniels College of Business 2012 — 2016
Master's Degree, Accountancy
University of Denver - Daniels College of Business 2012 — 2015
Bachelor's Degree, Accounting
Castle View High School 2008 — 2012
High School, E-Media & Business Academy
Pamela Schiess Pamela Schiess's OppenheimerFunds Experience June 2012 - Present
Job Assistant Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2012 - Present
Morgan Stanley June 2006 - July 2012
Skills
Project Management, Client Service, Metrics, Management, Leadership, Equities, Microsoft Office, Financial Services, Capital Markets, Analysis, Portfolio Management, Microsoft Excel, Fixed Income, Analytics, Risk Management, Client Services, Account Management, Digital Marketing, Vendor Management, Business Analysis, Business Process..., Program Management, Marketing, Strategy
Education
University of Denver 2014 — 2017
Master's Degree, International/Global Studies
University of Miami 2002 — 2006
Bachelor of Science (B.S.), Broadcast Journalism and Judaic Studies
OppenheimerFunds June 2012 - Present
Morgan Stanley June 2006 - July 2012
Skills
Project Management, Client Service, Metrics, Management, Leadership, Equities, Microsoft Office, Financial Services, Capital Markets, Analysis, Portfolio Management, Microsoft Excel, Fixed Income, Analytics, Risk Management, Client Services, Account Management, Digital Marketing, Vendor Management, Business Analysis, Business Process..., Program Management, Marketing, Strategy
Education
University of Denver 2014 — 2017
Master's Degree, International/Global Studies
University of Miami 2002 — 2006
Bachelor of Science (B.S.), Broadcast Journalism and Judaic Studies
Ryan Adam Ryan Adam's OppenheimerFunds Experience November 2013 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2013 - Present
OppenheimerFunds September 2012 - November 2013
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Investments, Financial Markets, Capital Markets, Equities, Bonds, Financial Services, Asset Allocation, Alternative Investments, Retirement, Zephyr, Morningstar, Municipal Bonds, Asset Management, Wealth Management, Securities, Retirement Planning, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Arts (B.A.), Economics
OppenheimerFunds November 2013 - Present
OppenheimerFunds September 2012 - November 2013
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Investments, Financial Markets, Capital Markets, Equities, Bonds, Financial Services, Asset Allocation, Alternative Investments, Retirement, Zephyr, Morningstar, Municipal Bonds, Asset Management, Wealth Management, Securities, Retirement Planning, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Arts (B.A.), Economics
Jonathan Raguse's OppenheimerFunds Experience September 2015 - Present
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2015 - Present
Jackson July 2014 - August 2015
Jackson April 2014 - July 2014
Universal Forest Products June 2013 - November 2013
Flyer Enterprises August 2009 - May 2013
Arthur J. Gallagher & Co. June 2012 - August 2012
Gallery Saint John April 2012 - July 2012
Camp Laurel South June 2011 - August 2011
Skills
Sales, Series 6, Series 63
Education
University of Dayton 2009 — 2013
Bachelors of Science in Business Administration, Marketing and Economics
Forest Hills Eastern High School 2005 — 2009
OppenheimerFunds September 2015 - Present
Jackson July 2014 - August 2015
Jackson April 2014 - July 2014
Universal Forest Products June 2013 - November 2013
Flyer Enterprises August 2009 - May 2013
Arthur J. Gallagher & Co. June 2012 - August 2012
Gallery Saint John April 2012 - July 2012
Camp Laurel South June 2011 - August 2011
Skills
Sales, Series 6, Series 63
Education
University of Dayton 2009 — 2013
Bachelors of Science in Business Administration, Marketing and Economics
Forest Hills Eastern High School 2005 — 2009
Mitchell Williams, CFA Mitchell Williams, CFA's OppenheimerFunds Experience January 2009 - March 2013
Job Global Head of Equities at Wafra Investment Advisory Group, Inc, Securities Division
Industry Investment Management
Experience
Real Economy Capital, LLC June 2013 - December 2014
OppenheimerFunds January 2009 - March 2013
OppenheimerFunds April 2002 - December 2008
Evergreen Funds October 2000 - January 2002
Credit Suisse First Boston November 1999 - October 2000
Barnett Capital Advisors 1995 - 1998
Skills
Equities, Equity Research, Mutual Funds, Portfolio Management, Valuation, Investments, Bloomberg, Financial Analysis, Capital Markets, Securities, Asset Management, Financial Markets, Financial Modeling, Industry Analysis, Wealth Management, Excel, Derivatives, Buy-side, Investment Strategies, Equity Valuation, Research, Hedge Funds, Alternative Investments, Competitive Analysis, Value Investing, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Florida 1987 — 1992
BA, English
Pushkin Institute, Moscow, USSR
Non-degree program, Russian Language
Real Economy Capital, LLC June 2013 - December 2014
OppenheimerFunds January 2009 - March 2013
OppenheimerFunds April 2002 - December 2008
Evergreen Funds October 2000 - January 2002
Credit Suisse First Boston November 1999 - October 2000
Barnett Capital Advisors 1995 - 1998
Skills
Equities, Equity Research, Mutual Funds, Portfolio Management, Valuation, Investments, Bloomberg, Financial Analysis, Capital Markets, Securities, Asset Management, Financial Markets, Financial Modeling, Industry Analysis, Wealth Management, Excel, Derivatives, Buy-side, Investment Strategies, Equity Valuation, Research, Hedge Funds, Alternative Investments, Competitive Analysis, Value Investing, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Florida 1987 — 1992
BA, English
Pushkin Institute, Moscow, USSR
Non-degree program, Russian Language
Nassa Clagett Nassa Clagett's OppenheimerFunds Experience 1996 - 2000
Job at Research To Practice®
Industry Events Services
Experience
Research To Practice March 2011 - Present
Claygate, LLC 2000 - Present
Burger King Corporation 2001 - 2011
OppenheimerFunds 1996 - 2000
Skills
Team Building, Restaurant Management, Restaurants, Franchising, Event Planning, Event Management, Cross-functional Team..., Budgets, Leadership, Time Management, Sales, Training, Food, Entrepreneurship, Marketing, Strategic Planning, Food Safety, Food Service, Program Management, Human Resources, Project Management, Food & Beverage, Coaching, Contract Negotiation, Trade Shows, Negotiation, Meeting Planning, Income Statement, Customer Satisfaction, Purchasing, Operations Management, P&L, P&L Management, Process Scheduler, Hiring, Hospitality, Retail, Catering
Education
University of Florida 1972 — 1974
BS, Journalism, Public Relations, Mass Communications, Art
Research To Practice March 2011 - Present
Claygate, LLC 2000 - Present
Burger King Corporation 2001 - 2011
OppenheimerFunds 1996 - 2000
Skills
Team Building, Restaurant Management, Restaurants, Franchising, Event Planning, Event Management, Cross-functional Team..., Budgets, Leadership, Time Management, Sales, Training, Food, Entrepreneurship, Marketing, Strategic Planning, Food Safety, Food Service, Program Management, Human Resources, Project Management, Food & Beverage, Coaching, Contract Negotiation, Trade Shows, Negotiation, Meeting Planning, Income Statement, Customer Satisfaction, Purchasing, Operations Management, P&L, P&L Management, Process Scheduler, Hiring, Hospitality, Retail, Catering
Education
University of Florida 1972 — 1974
BS, Journalism, Public Relations, Mass Communications, Art
Rupa Khatri Rupa Khatri's OppenheimerFunds Experience June 2005 - August 2005
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Anadarko Petroleum 2008 - 2011
PwC January 2007 - July 2008
OppenheimerFunds June 2005 - August 2005
Roche Pharmaceuticals June 2003 - August 2003
Skills
Financial Statement..., GAAP, Sarbanes-Oxley, Accounts Receivable, Accounts Payable, Revenue Recognition, Oil and Gas Accounting, Financial Statement...
Education
University of Denver 2002 — 2006
Bachelor of Arts (B.A.), Accounting
Anadarko Petroleum 2008 - 2011
PwC January 2007 - July 2008
OppenheimerFunds June 2005 - August 2005
Roche Pharmaceuticals June 2003 - August 2003
Skills
Financial Statement..., GAAP, Sarbanes-Oxley, Accounts Receivable, Accounts Payable, Revenue Recognition, Oil and Gas Accounting, Financial Statement...
Education
University of Denver 2002 — 2006
Bachelor of Arts (B.A.), Accounting
Casey Schaefer, CPA Casey Schaefer, CPA's OppenheimerFunds Experience December 2004 - January 2009
Job Manager, Risk Management & Investigation at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab January 2015 - July 2015
Western Union June 2013 - February 2014
CenturyLink September 2012 - March 2013
Dish Network February 2012 - August 2012
Self-Employed January 2010 - December 2011
OppenheimerFunds December 2004 - January 2009
RBC August 2002 - October 2004
Skills
Microsoft Office, QuickBooks, InvestOne, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Risk Management, Analysis, Financial Risk, Finance, Auditing, Financial Analysis, Internal Audit, Investments, Management, Risk Assessment, Securities
Education
Georgia Institute of Technology - Georgia Tech College of Management 2000 — 2002
MBA, Finance and Accounting
University of Georgia - Terry College of Business
BBA, Finance
Charles Schwab July 2015 - Present
Charles Schwab January 2015 - July 2015
Western Union June 2013 - February 2014
CenturyLink September 2012 - March 2013
Dish Network February 2012 - August 2012
Self-Employed January 2010 - December 2011
OppenheimerFunds December 2004 - January 2009
RBC August 2002 - October 2004
Skills
Microsoft Office, QuickBooks, InvestOne, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Risk Management, Analysis, Financial Risk, Finance, Auditing, Financial Analysis, Internal Audit, Investments, Management, Risk Assessment, Securities
Education
Georgia Institute of Technology - Georgia Tech College of Management 2000 — 2002
MBA, Finance and Accounting
University of Georgia - Terry College of Business
BBA, Finance
Dustin Rose Dustin Rose's OppenheimerFunds Experience November 2014 - Present
Job Manager Treasury Oversight at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
State Street December 2012 - November 2014
State Street October 2010 - December 2012
State Street May 2007 - October 2010
Citifinancial March 2006 - May 2007
Skills
Financial Services, Bloomberg, Fund Accounting, Fund Administration, Mutual Funds, Securities, Investments, Fixed Income, Equities, Financial Analysis, Hedge Funds, Financial Reporting, Accounting, Asset Management, Risk Management
Education
University of Missouri-Kansas City 2007 — 2010
Masters of Arts, Economics
University of Nebraska-Lincoln 2001 — 2006
Bachelors of Science, Economics, Finance
OppenheimerFunds November 2014 - Present
State Street December 2012 - November 2014
State Street October 2010 - December 2012
State Street May 2007 - October 2010
Citifinancial March 2006 - May 2007
Skills
Financial Services, Bloomberg, Fund Accounting, Fund Administration, Mutual Funds, Securities, Investments, Fixed Income, Equities, Financial Analysis, Hedge Funds, Financial Reporting, Accounting, Asset Management, Risk Management
Education
University of Missouri-Kansas City 2007 — 2010
Masters of Arts, Economics
University of Nebraska-Lincoln 2001 — 2006
Bachelors of Science, Economics, Finance
Evan Katzman, MBA's OppenheimerFunds Experience December 2013 - May 2014
Job Educational Technology, Digital Media, Product Management, Training & Teaching. Extensive CMS experience
Industry Online Media
Experience
John Wiley and Sons May 2014 - Present
OppenheimerFunds December 2013 - May 2014
Multiple Projects 2013 - 2014
Hearst Magazines February 2007 - August 2012
NYC Department of Education September 2003 - January 2007
Amadeus 2000 - 2001
Renaissance Cruises 1998 - 2000
BellSouth Mobility 1995 - 1998
Skills
Digital Media, salesforce.com, Workflow, Business Analysis, Business Process, Visio, DART, Training, Staff Training, Product Management, Product Development, Survey Design, Teaching, Excel, Targeted Advertising, CMS, Web Content Management, Curriculum Development, Windows 7, Content Management, Content Strategy, New Product Roll Out, SDLC, Salesforce.com, Blogging, Omniture, Online Marketing, Editorial, Project Management, SEO, Google Analytics, Online Advertising, Digital Strategy, Google Adwords, Management, Social Media Marketing, Content Development, New Media, Mobile Marketing, Brand Development, Web Analytics, Microsoft Excel
Education
University of Miami 1996 — 1998
MBA, Business
University of Montana 1991 — 1994
1994, History, Mathematics
John Wiley and Sons May 2014 - Present
OppenheimerFunds December 2013 - May 2014
Multiple Projects 2013 - 2014
Hearst Magazines February 2007 - August 2012
NYC Department of Education September 2003 - January 2007
Amadeus 2000 - 2001
Renaissance Cruises 1998 - 2000
BellSouth Mobility 1995 - 1998
Skills
Digital Media, salesforce.com, Workflow, Business Analysis, Business Process, Visio, DART, Training, Staff Training, Product Management, Product Development, Survey Design, Teaching, Excel, Targeted Advertising, CMS, Web Content Management, Curriculum Development, Windows 7, Content Management, Content Strategy, New Product Roll Out, SDLC, Salesforce.com, Blogging, Omniture, Online Marketing, Editorial, Project Management, SEO, Google Analytics, Online Advertising, Digital Strategy, Google Adwords, Management, Social Media Marketing, Content Development, New Media, Mobile Marketing, Brand Development, Web Analytics, Microsoft Excel
Education
University of Miami 1996 — 1998
MBA, Business
University of Montana 1991 — 1994
1994, History, Mathematics
Nandita Balaji Nandita Balaji's OppenheimerFunds Experience January 2013 - April 2013
Job Internal Continuous Control Monitoring Staff at Elavon, Inc.
Industry Accounting
Experience
Elavon, Inc. April 2015 - Present
Moss Adams LLP September 2014 - Present
KPMG June 2013 - September 2014
OppenheimerFunds January 2013 - April 2013
KPMG June 2012 - December 2012
KPMG June 2011 - August 2011
Landmark Financial January 2011 - June 2011
University of Denver August 2008 - June 2011
Skills
Accounting, GAAP, Financial Accounting, Auditing, Microsoft Excel, Access, PowerPoint, CPA, SEC filings, Management, Risk Management
Education
University of Denver 2008 — 2012
Bachelor of Science, Accounting; Information Technology
Elavon, Inc. April 2015 - Present
Moss Adams LLP September 2014 - Present
KPMG June 2013 - September 2014
OppenheimerFunds January 2013 - April 2013
KPMG June 2012 - December 2012
KPMG June 2011 - August 2011
Landmark Financial January 2011 - June 2011
University of Denver August 2008 - June 2011
Skills
Accounting, GAAP, Financial Accounting, Auditing, Microsoft Excel, Access, PowerPoint, CPA, SEC filings, Management, Risk Management
Education
University of Denver 2008 — 2012
Bachelor of Science, Accounting; Information Technology
Carolyn King Carolyn King's OppenheimerFunds Experience March 1993 - August 2002
Job Employee Communications Expert
Industry Environmental Services
Experience
CH2M HILL February 2004 - Present
OppenheimerFunds March 1993 - August 2002
OppenheimerFunds 1993 - 2002
Skills
Corporate Communications, Internal Communications, Strategic Communications, Writing, Strategic Planning, Editing, Copywriting, Newsletters, Journalism, Research, Web Content, Crisis Communications, Proposal Writing, Social Media, Press Releases, Technical Writing, Copy Editing, Publications, Media Relations, Speech Writing, Public Relations, Reputation Management, Community Development, Marketing Communications, Corporate Social..., Content Management, Content Development, Integrated Marketing, Public Affairs, Blogging, Crisis Management, Communication Training, Corporate Branding, Event Management, News Writing, Communications Planning, Human Resources, Social Networking, Creative Writing, Government
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Journalism, Broadcast News
Park Hill Senior High School 1984 — 1987
general, general
CH2M HILL February 2004 - Present
OppenheimerFunds March 1993 - August 2002
OppenheimerFunds 1993 - 2002
Skills
Corporate Communications, Internal Communications, Strategic Communications, Writing, Strategic Planning, Editing, Copywriting, Newsletters, Journalism, Research, Web Content, Crisis Communications, Proposal Writing, Social Media, Press Releases, Technical Writing, Copy Editing, Publications, Media Relations, Speech Writing, Public Relations, Reputation Management, Community Development, Marketing Communications, Corporate Social..., Content Management, Content Development, Integrated Marketing, Public Affairs, Blogging, Crisis Management, Communication Training, Corporate Branding, Event Management, News Writing, Communications Planning, Human Resources, Social Networking, Creative Writing, Government
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Journalism, Broadcast News
Park Hill Senior High School 1984 — 1987
general, general
Emily Veraart's OppenheimerFunds Experience June 2012 - August 2012
Job Associate Director Data Experience, Ogilvy & Mather Worldwide
Industry Marketing and Advertising
Experience
Ogilvy & Mather Advertising March 2015 - Present
Worn Creative November 2014 - February 2015
Marden-Kane, Inc. August 2014 - September 2014
Concept Farm June 2014 - September 2014
Gerald R. Ford School of Public Policy February 2013 - June 2014
30,000 FT productions. January 2012 - 2013
OppenheimerFunds June 2012 - August 2012
JCC June 2011 - August 2011
Skills
Insight Generation, Information Design, Digital Communication..., Marketing Strategy, Graphic Design, Product Marketing, Advertising, Digital Marketing, Email Marketing, Social Media Marketing, Photoshop Elements, Marketing Communications, Book Design, Illustrator, InDesign, Photoshop, Dreamweaver, Social Networking, Logo Design, CSS, PowerPoint
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Business/Corporate Communications
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Design and Applied Arts
Universiteit Utrecht 2010 — 2010
Summer Studies, Art/Art Studies, General, 4.0
Ogilvy & Mather Advertising March 2015 - Present
Worn Creative November 2014 - February 2015
Marden-Kane, Inc. August 2014 - September 2014
Concept Farm June 2014 - September 2014
Gerald R. Ford School of Public Policy February 2013 - June 2014
30,000 FT productions. January 2012 - 2013
OppenheimerFunds June 2012 - August 2012
JCC June 2011 - August 2011
Skills
Insight Generation, Information Design, Digital Communication..., Marketing Strategy, Graphic Design, Product Marketing, Advertising, Digital Marketing, Email Marketing, Social Media Marketing, Photoshop Elements, Marketing Communications, Book Design, Illustrator, InDesign, Photoshop, Dreamweaver, Social Networking, Logo Design, CSS, PowerPoint
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Business/Corporate Communications
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Design and Applied Arts
Universiteit Utrecht 2010 — 2010
Summer Studies, Art/Art Studies, General, 4.0
Anthony Gallardo's OppenheimerFunds Experience April 2014 - Present
Job Regional Advisor Consultant, Greater Pittsburgh at OppenheimerFunds Inc.
Industry Financial Services
Experience
OppenheimerFunds April 2014 - Present
OppenheimerFunds February 2013 - March 2014
OppenheimerFunds July 2009 - January 2013
OppenheimerFunds December 2007 - July 2009
Aurora Club May 2007 - May 2009
OppenheimerFunds June 2006 - August 2006
The Whirlaway Golf Center January 2004 - August 2005
Skills
529 Plans, Competitive Analysis, Investments, Lipper, Data Analysis, Mutual Funds, Municipal Bonds, Alternative Investments, Morningstar Direct, Fixed Income, Market Analysis, Marketing, Investment Strategies, Sales, Series 7, Strategy, Asset Allocation, Securities, Series 63, Microsoft Excel, Sales Management, Finance, Equities, Financial Services
Education
University of Massachusetts at Lowell 2007 — 2009
Robert J. Manning School of Business: BS in Business Administration, Finance, Management, Marketing
Iona College, Hagan School of Business
Business Administration
OppenheimerFunds April 2014 - Present
OppenheimerFunds February 2013 - March 2014
OppenheimerFunds July 2009 - January 2013
OppenheimerFunds December 2007 - July 2009
Aurora Club May 2007 - May 2009
OppenheimerFunds June 2006 - August 2006
The Whirlaway Golf Center January 2004 - August 2005
Skills
529 Plans, Competitive Analysis, Investments, Lipper, Data Analysis, Mutual Funds, Municipal Bonds, Alternative Investments, Morningstar Direct, Fixed Income, Market Analysis, Marketing, Investment Strategies, Sales, Series 7, Strategy, Asset Allocation, Securities, Series 63, Microsoft Excel, Sales Management, Finance, Equities, Financial Services
Education
University of Massachusetts at Lowell 2007 — 2009
Robert J. Manning School of Business: BS in Business Administration, Finance, Management, Marketing
Iona College, Hagan School of Business
Business Administration
Robin Dey Robin Dey's OppenheimerFunds Experience August 2009 - Present
Job Director of Equity Risk Management at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2009 - Present
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers January 1998 - September 2006
Mercury Asset Management July 1989 - December 1997
Skills
Equities, Portfolio Optimization, Portfolio Management, Derivatives, Asset Managment, Market Risk, Performance Attribution, Risk Management, Investments, Quantitative Analytics, Capital Markets, Financial Risk
Education
University of Leeds 1987 — 1989
BSc. Mathematics, Pure Maths, Statistics
OppenheimerFunds August 2009 - Present
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers January 1998 - September 2006
Mercury Asset Management July 1989 - December 1997
Skills
Equities, Portfolio Optimization, Portfolio Management, Derivatives, Asset Managment, Market Risk, Performance Attribution, Risk Management, Investments, Quantitative Analytics, Capital Markets, Financial Risk
Education
University of Leeds 1987 — 1989
BSc. Mathematics, Pure Maths, Statistics
Eric Tepper's OppenheimerFunds Experience April 1994 - June 1995
Job Regional Director, Managing Director – Banking & Wealth Management, NYC Metro at JPMorgan Chase & Co.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2015 - Present
JP Morgan Chase Bank, N.A. March 2012 - Present
JP Morgan Securities December 2008 - March 2012
Bear Stearns Asset Management 1997 - 2008
Goldman Sachs Asset Management April 1995 - June 1997
OppenheimerFunds April 1994 - June 1995
Skills
Series 7, Series 63, Series 24, series 10, series 9, Series 66
Education
University of Hartford 1987 — 1991
Bachelor of Science in Business Administration, Business Administration and Management, General
JP Morgan Chase Bank, N.A. September 2015 - Present
JP Morgan Chase Bank, N.A. March 2012 - Present
JP Morgan Securities December 2008 - March 2012
Bear Stearns Asset Management 1997 - 2008
Goldman Sachs Asset Management April 1995 - June 1997
OppenheimerFunds April 1994 - June 1995
Skills
Series 7, Series 63, Series 24, series 10, series 9, Series 66
Education
University of Hartford 1987 — 1991
Bachelor of Science in Business Administration, Business Administration and Management, General
Allison Weiss Allison Weiss's OppenheimerFunds Experience 2006 - Present
Job Scrum Master at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2006 - Present
Agile Denver 2012 - 2012
Skills
kanban, lean startup, scrum, Process Improvement, Requirements Analysis, Git, Kanban, REST, Lean Startup, Agile Methodologies, Scrum, Leadership, Lean Software..., Agile Project Management, Certified Scrum Master..., Business Intelligence, Software Project..., PMP, SDLC, Software Development, Project Portfolio..., Requirements Gathering, Business Analysis, Integration, Agile Testing, Business Process..., Program Management, Waterfall, User Stories, Vendor Management, Enterprise Architecture, User Acceptance Testing, Quality Assurance, Visio, PMO, Test Driven Development
Education
University of Denver 1995 — 2000
Master of Science, Computer Science
University of Denver
Master of Science (CIS)
OppenheimerFunds 2006 - Present
Agile Denver 2012 - 2012
Skills
kanban, lean startup, scrum, Process Improvement, Requirements Analysis, Git, Kanban, REST, Lean Startup, Agile Methodologies, Scrum, Leadership, Lean Software..., Agile Project Management, Certified Scrum Master..., Business Intelligence, Software Project..., PMP, SDLC, Software Development, Project Portfolio..., Requirements Gathering, Business Analysis, Integration, Agile Testing, Business Process..., Program Management, Waterfall, User Stories, Vendor Management, Enterprise Architecture, User Acceptance Testing, Quality Assurance, Visio, PMO, Test Driven Development
Education
University of Denver 1995 — 2000
Master of Science, Computer Science
University of Denver
Master of Science (CIS)
Mia Wallack Mia Wallack's OppenheimerFunds Experience 1996 - 1999
Job External Wholesaler, Regional Vice President at SunAmerica Financial Group, CRPC
Industry Financial Services
Experience
SunAmerica Financial Group June 2008 - Present
Nationwide Financial March 2005 - June 2008
OppenheimerFunds 1996 - 1999
Education
University of Denver 1988 — 1992
BA-Marketing, Business
SunAmerica Financial Group June 2008 - Present
Nationwide Financial March 2005 - June 2008
OppenheimerFunds 1996 - 1999
Education
University of Denver 1988 — 1992
BA-Marketing, Business
Rebecca Wallack's OppenheimerFunds Experience June 2006 - August 2006
Job Manager in Strategy, Planning and Business Development at NYULMC
Industry Hospital & Health Care
Experience
NYU Langone Medical Center October 2014 - Present
NYU Langone Medical Center May 2012 - October 2014
Barclays Capital October 2008 - May 2012
Lehman Brothers July 2007 - September 2008
OppenheimerFunds June 2006 - August 2006
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science, Marketing
Great Neck South
NYU Langone Medical Center October 2014 - Present
NYU Langone Medical Center May 2012 - October 2014
Barclays Capital October 2008 - May 2012
Lehman Brothers July 2007 - September 2008
OppenheimerFunds June 2006 - August 2006
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science, Marketing
Great Neck South
Bobby Graiziger Bobby Graiziger's OppenheimerFunds Experience December 2012 - March 2015
Job Portfolio Analyst, U.S. Bank
Industry Financial Services
Experience
U.S. Bank May 2015 - Present
Lipper, a Thomson Reuters Company March 2015 - May 2015
OppenheimerFunds December 2012 - March 2015
Northwestern Mutual June 2010 - March 2012
Alliance Bank June 2008 - September 2008
Golfsmith June 2007 - June 2008
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Marketing, Strategic Financial...
Education
University of Denver 2008 — 2012
BS in Business Administration, Finance
Semester at Sea (University of Virginia) 2011 — 2011
Study Abroad Program, Study Abroad Program
The Blake School 2004 — 2008
High School, High School
U.S. Bank May 2015 - Present
Lipper, a Thomson Reuters Company March 2015 - May 2015
OppenheimerFunds December 2012 - March 2015
Northwestern Mutual June 2010 - March 2012
Alliance Bank June 2008 - September 2008
Golfsmith June 2007 - June 2008
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Marketing, Strategic Financial...
Education
University of Denver 2008 — 2012
BS in Business Administration, Finance
Semester at Sea (University of Virginia) 2011 — 2011
Study Abroad Program, Study Abroad Program
The Blake School 2004 — 2008
High School, High School
Akua Pokua-Nuako Akua Pokua-Nuako's OppenheimerFunds Experience July 2013 - August 2013
Job Financial Analyst at Denver Water
Industry International Trade and Development
Experience
Denver Water August 2013 - Present
OppenheimerFunds July 2013 - August 2013
Summer Scholars June 2013 - July 2013
Macy's December 2012 - June 2013
University of Denver September 2011 - March 2013
United States Small Business Administration July 2012 - October 2012
University of Denver March 2009 - June 2012
University of Denver July 2011 - July 2011
The Colorado Genetics Laboratory May 2008 - October 2010
Skills
Macintosh Applications, Microsoft Applications, Microsoft Certified..., Laboratory Technicians, Cytogenetics, Top-notch Customer..., Retail Sales Experience, Purchasers, Peer Mentoring, Languages, Customer Service, Microsoft Excel, Public Speaking, Spanish, Teaching, Foreign Languages, Data Entry, Social Media, Program Management, Entrepreneurship, Team Building, Data Analysis, Leadership, Management, Microsoft Office, Microsoft Word, PowerPoint, Research, Training
Education
University of Denver 2009 — 2013
BSBA, International Business
University of Melbourne 2011 — 2011
International Business/Trade/Commerce
Denver Water August 2013 - Present
OppenheimerFunds July 2013 - August 2013
Summer Scholars June 2013 - July 2013
Macy's December 2012 - June 2013
University of Denver September 2011 - March 2013
United States Small Business Administration July 2012 - October 2012
University of Denver March 2009 - June 2012
University of Denver July 2011 - July 2011
The Colorado Genetics Laboratory May 2008 - October 2010
Skills
Macintosh Applications, Microsoft Applications, Microsoft Certified..., Laboratory Technicians, Cytogenetics, Top-notch Customer..., Retail Sales Experience, Purchasers, Peer Mentoring, Languages, Customer Service, Microsoft Excel, Public Speaking, Spanish, Teaching, Foreign Languages, Data Entry, Social Media, Program Management, Entrepreneurship, Team Building, Data Analysis, Leadership, Management, Microsoft Office, Microsoft Word, PowerPoint, Research, Training
Education
University of Denver 2009 — 2013
BSBA, International Business
University of Melbourne 2011 — 2011
International Business/Trade/Commerce
Todd Lawson CIMA, AIFA Todd Lawson CIMA, AIFA's OppenheimerFunds Experience 1993 - 2000
Job Regional Director at DoubleLine Group LP
Industry Financial Services
Experience
DoubleLine Group LP June 2013 - Present
BlackRock January 2010 - Present
Barclays Global Investors 2008 - Present
American Century Investments 2000 - 2008
OppenheimerFunds 1993 - 2000
Franklin Templeton Investments 1992 - 1993
Apple Inc. 1989 - 1990
Skills
University of..., AIFA® Accredited..., Professional Licenses:..., Pensions, ETFs, Alternative Investments, Mutual Funds, Series 7
Education
University of Michigan 1989 — 1991
BA, LSA
DoubleLine Group LP June 2013 - Present
BlackRock January 2010 - Present
Barclays Global Investors 2008 - Present
American Century Investments 2000 - 2008
OppenheimerFunds 1993 - 2000
Franklin Templeton Investments 1992 - 1993
Apple Inc. 1989 - 1990
Skills
University of..., AIFA® Accredited..., Professional Licenses:..., Pensions, ETFs, Alternative Investments, Mutual Funds, Series 7
Education
University of Michigan 1989 — 1991
BA, LSA
Joseph DiMauro Joseph DiMauro's OppenheimerFunds Experience November 1998 - March 2006
Job Wealth Strategist at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2011 - Present
Consultant March 2009 - November 2011
AllianceBernstein March 2006 - March 2009
OppenheimerFunds November 1998 - March 2006
NBD May 1988 - November 1998
Skills
Sales Management, Retirement Plans, Investments, Retirement, Investment Management, Asset Management, Financial Advisory, Financial Services, Risk Management, Strategy, High Net Worth..., Finance, Wealth, Strategic Planning, Financial Markets, Employee Benefits, Sales, Retirement Planning
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Michigan 1982 — 1986
BA, Economics
Northern Trust November 2011 - Present
Consultant March 2009 - November 2011
AllianceBernstein March 2006 - March 2009
OppenheimerFunds November 1998 - March 2006
NBD May 1988 - November 1998
Skills
Sales Management, Retirement Plans, Investments, Retirement, Investment Management, Asset Management, Financial Advisory, Financial Services, Risk Management, Strategy, High Net Worth..., Finance, Wealth, Strategic Planning, Financial Markets, Employee Benefits, Sales, Retirement Planning
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Michigan 1982 — 1986
BA, Economics
Carolyn Maxson Carolyn Maxson's OppenheimerFunds Experience March 2005 - January 2009
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2009 - Present
OppenheimerFunds March 2005 - January 2009
OppenheimerFunds March 2001 - February 2005
AXA Advisors 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Product Marketing, Marketing Strategy, Email Marketing, Program Management, Investments, Marketing, Sales, Project Management, Integrated Marketing, Product Development, Portfolio Management, Mutual Funds
Education
University of Delaware
BS, Business Administration: Concentration in Marketing
Morgan Stanley Investment Management October 2009 - Present
OppenheimerFunds March 2005 - January 2009
OppenheimerFunds March 2001 - February 2005
AXA Advisors 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Product Marketing, Marketing Strategy, Email Marketing, Program Management, Investments, Marketing, Sales, Project Management, Integrated Marketing, Product Development, Portfolio Management, Mutual Funds
Education
University of Delaware
BS, Business Administration: Concentration in Marketing
Desiree Hunter Desiree Hunter's OppenheimerFunds Experience June 2014 - August 2014
Job Retirement Representative
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
Great-West Financial September 2014 - August 2015
Regis Jesuit High School September 2014 - March 2015
OppenheimerFunds June 2014 - August 2014
Centura Health June 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Customer Service, Series 6, Series 63, Facebook, Social Media Marketing
Education
University of Denver 2010 — 2014
BSBA, Finance
University of Denver 2010 — 2014
Finance, General
TIAA-CREF August 2015 - Present
Great-West Financial September 2014 - August 2015
Regis Jesuit High School September 2014 - March 2015
OppenheimerFunds June 2014 - August 2014
Centura Health June 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Event Planning, Customer Service, Series 6, Series 63, Facebook, Social Media Marketing
Education
University of Denver 2010 — 2014
BSBA, Finance
University of Denver 2010 — 2014
Finance, General
Darrell Lomelino's OppenheimerFunds Experience June 2011 - September 2011
Job Commercial Banking Relationship Manager at Colorado State Bank and Trust
Industry Banking
Experience
Colorado State Bank and Trust March 2015 - Present
Colorado State Bank and Trust November 2012 - March 2015
Bank of Oklahoma June 2012 - November 2012
Seven Two Partners March 2012 - June 2012
OppenheimerFunds June 2011 - September 2011
Maverick Trading December 2010 - March 2011
T-Mobile October 2007 - July 2010
Best Buy November 2005 - September 2007
Skills
Financial Analysis, Business Development, Portfolio Management, Financial Modeling, Bloomberg, Credit Analysis, Loans, Banking, Investments, Credit, Microsoft Excel, Economics, Commercial Banking, Business Writing, Technical Analysis
Education
University of Denver - Daniels College of Business 2010 — 2012
Masters of Science, Finance
University of Northern Colorado 2006 — 2010
BA, Finance
Broomfield High School
Colorado State Bank and Trust March 2015 - Present
Colorado State Bank and Trust November 2012 - March 2015
Bank of Oklahoma June 2012 - November 2012
Seven Two Partners March 2012 - June 2012
OppenheimerFunds June 2011 - September 2011
Maverick Trading December 2010 - March 2011
T-Mobile October 2007 - July 2010
Best Buy November 2005 - September 2007
Skills
Financial Analysis, Business Development, Portfolio Management, Financial Modeling, Bloomberg, Credit Analysis, Loans, Banking, Investments, Credit, Microsoft Excel, Economics, Commercial Banking, Business Writing, Technical Analysis
Education
University of Denver - Daniels College of Business 2010 — 2012
Masters of Science, Finance
University of Northern Colorado 2006 — 2010
BA, Finance
Broomfield High School
Bryan Stein, CIMA, CRPC's OppenheimerFunds Experience August 1999 - Present
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 1999 - Present
Merrill Lynch September 1996 - August 1999
Skills
Mutual Funds, Asset Allocation, Wealth Management, Retirement, Financial Services, Investments, Retirement Planning, Investment Management, Capital Markets, Alternative Investments, Finance, 401k, Equities, Financial Advisory, Fixed Income, Securities, CIMA, Master Limited..., CRPC
Education
University of Maryland College Park 1992 — 1996
BS, Finance
OppenheimerFunds August 1999 - Present
Merrill Lynch September 1996 - August 1999
Skills
Mutual Funds, Asset Allocation, Wealth Management, Retirement, Financial Services, Investments, Retirement Planning, Investment Management, Capital Markets, Alternative Investments, Finance, 401k, Equities, Financial Advisory, Fixed Income, Securities, CIMA, Master Limited..., CRPC
Education
University of Maryland College Park 1992 — 1996
BS, Finance
Eric Hewitt Eric Hewitt's OppenheimerFunds Experience March 2013 - Present
Job
Industry Financial Services
Experience
OppenheimerFunds March 2013 - Present
Columbia Management September 2012 - February 2013
Diamondback/Harbor Watch Capital September 2009 - July 2012
AllianceBernstein September 1999 - April 2009
Lehman Brothers June 1994 - June 1998
Skills
Portfolio Management, Product Development, Research Management, Equities, Equity Research, Equity Research Analysis, Product Management, Investment Banking, Investment Management, Asset Management, Strategy
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Finance
University of Wisconsin-Madison 1989 — 1993
BA, International Relations
OppenheimerFunds March 2013 - Present
Columbia Management September 2012 - February 2013
Diamondback/Harbor Watch Capital September 2009 - July 2012
AllianceBernstein September 1999 - April 2009
Lehman Brothers June 1994 - June 1998
Skills
Portfolio Management, Product Development, Research Management, Equities, Equity Research, Equity Research Analysis, Product Management, Investment Banking, Investment Management, Asset Management, Strategy
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Finance
University of Wisconsin-Madison 1989 — 1993
BA, International Relations
Peggy (Spilker) Mengel's OppenheimerFunds Experience October 1991 - June 1997
Job Creating Clarity, Energy and Action | Performance Coach
Industry Financial Services
Experience
The Biz Sherpa January 2005 - Present
DNA Behavior International January 2008 - September 2015
LPL April 1999 - January 2005
OppenheimerFunds October 1991 - June 1997
Invest Financial May 1985 - September 1991
Kemper Financial Services 1982 - 1985
Nuveen Investments 1979 - 1982
Skills
Public Speaking, Sales Process, Client Engagement, Client Relationship..., Client Retention, Employee Engagement, Business Coaching, Wholesaling, Training & Development, Business Communications, Marketing Communications, Financial Services..., Financial Services, CRM, Customer Retention, Customer Engagement, Employee Training, Strategy, Wholesale, Management, Management Consulting, Training, Coaching, Program Management, New Business Development, Marketing, Strategic Planning, Recruiting, Sales, Leadership, Professional Mentoring, Leadership Development, Executive Coaching, Mutual Funds, Investments, Retirement Planning, Wealth Management
Education
University of Illinois at Chicago 1974 — 1979
Bachelor of Science, Management
The Biz Sherpa January 2005 - Present
DNA Behavior International January 2008 - September 2015
LPL April 1999 - January 2005
OppenheimerFunds October 1991 - June 1997
Invest Financial May 1985 - September 1991
Kemper Financial Services 1982 - 1985
Nuveen Investments 1979 - 1982
Skills
Public Speaking, Sales Process, Client Engagement, Client Relationship..., Client Retention, Employee Engagement, Business Coaching, Wholesaling, Training & Development, Business Communications, Marketing Communications, Financial Services..., Financial Services, CRM, Customer Retention, Customer Engagement, Employee Training, Strategy, Wholesale, Management, Management Consulting, Training, Coaching, Program Management, New Business Development, Marketing, Strategic Planning, Recruiting, Sales, Leadership, Professional Mentoring, Leadership Development, Executive Coaching, Mutual Funds, Investments, Retirement Planning, Wealth Management
Education
University of Illinois at Chicago 1974 — 1979
Bachelor of Science, Management
Stephanie Pollard Stephanie Pollard's OppenheimerFunds Experience November 2013 - April 2014
Job Quality Control Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc October 2014 - Present
New York Life Insurance Company April 2014 - September 2014
OppenheimerFunds November 2013 - April 2014
Guess? October 2012 - November 2013
INROADS 2010 - 2013
Jeppesen June 2011 - September 2012
Macy's June 2009 - August 2012
Skills
Building Relationships, Personal Finance, Customer Satisfaction, Business Networking, Networking, Insurance, Time Management, Social Networking, Social Media, Sales, Marketing
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, International Business and Finance
Denver East High School 2005 — 2009
Envestnet, Inc October 2014 - Present
New York Life Insurance Company April 2014 - September 2014
OppenheimerFunds November 2013 - April 2014
Guess? October 2012 - November 2013
INROADS 2010 - 2013
Jeppesen June 2011 - September 2012
Macy's June 2009 - August 2012
Skills
Building Relationships, Personal Finance, Customer Satisfaction, Business Networking, Networking, Insurance, Time Management, Social Networking, Social Media, Sales, Marketing
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, International Business and Finance
Denver East High School 2005 — 2009
Molly MacDonald Molly MacDonald's OppenheimerFunds Experience June 2011 - August 2013
Job Managing Editor at InsightSquared
Industry Marketing and Advertising
Experience
InsightSquared April 2015 - Present
Skyword Inc. November 2013 - April 2015
Seismic Software October 2013 - November 2013
OppenheimerFunds June 2011 - August 2013
NPR January 2011 - May 2011
Adaptive Methods June 2009 - May 2011
Discovery Communications, International Division September 2010 - December 2010
Advocates for Human Potential December 2007 - August 2008
Skills
Press Releases, Blogging, Social Media, Editing, Market Research, Event Planning, Proposal Writing, Digital Strategy, Newsletters, Competitive Analysis, Program Management, Community Outreach, Research, Strategic Partnerships, Internal Communications, Content Management, Corporate Communications, Facebook
Education
University of Maryland College Park 2007 — 2011
BA, Communication, Social Influence
Framingham High School
InsightSquared April 2015 - Present
Skyword Inc. November 2013 - April 2015
Seismic Software October 2013 - November 2013
OppenheimerFunds June 2011 - August 2013
NPR January 2011 - May 2011
Adaptive Methods June 2009 - May 2011
Discovery Communications, International Division September 2010 - December 2010
Advocates for Human Potential December 2007 - August 2008
Skills
Press Releases, Blogging, Social Media, Editing, Market Research, Event Planning, Proposal Writing, Digital Strategy, Newsletters, Competitive Analysis, Program Management, Community Outreach, Research, Strategic Partnerships, Internal Communications, Content Management, Corporate Communications, Facebook
Education
University of Maryland College Park 2007 — 2011
BA, Communication, Social Influence
Framingham High School
Serina Copanas Serina Copanas's OppenheimerFunds Experience February 2013 - Present
Job Assistant Vice President, Product Implementation
Industry Financial Services
Experience
OppenheimerFunds February 2013 - Present
OppenheimerFunds August 2011 - Present
OppenheimerFunds August 2009 - August 2011
OppenheimerFunds December 2005 - August 2009
T-Mobile May 2002 - January 2005
T-Mobile USA 2003 - 2005
Disney Direct Marketing 2001 - 2002
Rhythms NetConnections, Inc. 1997 - 2001
Skills
Call Center Development
Education
University of Denver - Daniels College of Business 1990 — 1994
BSBA, Business
Candidate for CFA
CFA, CFA, test 1 June 1,2012
OppenheimerFunds February 2013 - Present
OppenheimerFunds August 2011 - Present
OppenheimerFunds August 2009 - August 2011
OppenheimerFunds December 2005 - August 2009
T-Mobile May 2002 - January 2005
T-Mobile USA 2003 - 2005
Disney Direct Marketing 2001 - 2002
Rhythms NetConnections, Inc. 1997 - 2001
Skills
Call Center Development
Education
University of Denver - Daniels College of Business 1990 — 1994
BSBA, Business
Candidate for CFA
CFA, CFA, test 1 June 1,2012
Jesse Levitt, CTP Jesse Levitt, CTP's OppenheimerFunds Experience September 2011 - Present
Job VP Strategic Accounts OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2011 - Present
Oppenheimer Funds 2008 - September 2011
OppenheimerFunds May 2003 - May 2008
OppenheimerFunds March 1997 - May 2003
Skills
Due Diligence, Series 7, Series 63, Mutual Funds, Sales, Sales Management, Banking, Retirement Planning, Securities, Relationship Management, Financial Services, Asset Management, Investments, Retirement, Series 6, Alternative Investments, 401k, Asset Allocation, Fixed Income
Education
University of Maryland College Park 1992 — 1996
Bachelor of Arts, Psychology
OppenheimerFunds September 2011 - Present
Oppenheimer Funds 2008 - September 2011
OppenheimerFunds May 2003 - May 2008
OppenheimerFunds March 1997 - May 2003
Skills
Due Diligence, Series 7, Series 63, Mutual Funds, Sales, Sales Management, Banking, Retirement Planning, Securities, Relationship Management, Financial Services, Asset Management, Investments, Retirement, Series 6, Alternative Investments, 401k, Asset Allocation, Fixed Income
Education
University of Maryland College Park 1992 — 1996
Bachelor of Arts, Psychology
Sanya Maerschalk Sanya Maerschalk's OppenheimerFunds Experience August 2000 - January 2009
Job Strategic Delivery Director Global Customer Care at Western Union
Industry Telecommunications
Experience
Western Union March 2013 - Present
ESM, Aquired by ACS, a Xerox Co. August 2009 - January 2013
ESM, A Xerox Company August 2009 - January 2013
OppenheimerFunds August 2000 - January 2009
OPPENHEIMERFUNDS, INC August 2000 - January 2009
APAC Customer Services November 1999 - August 2000
APAC Customer Services December 1994 - August 2000
APAC Customer Services May 1999 - November 1999
APAC Customer Services December 1994 - October 1997
MCI CONSUMER MARKETS January 1992 - November 1994
Skills
Call Center, Process Improvement, Workforce Management, Mergers, Customer Service, Business Development, Business Analysis, Management, Coaching, Quality Assurance, Analysis, Team Leadership, Forecasting, CRM, Product Management, Program Management, Six Sigma, New Business Development, Strategy, Project Management, Sales, Team Building, Databases, Project Planning, Call Centers, Executive Management, Integration, Training, Change Management, Mergers & Acquisitions, Operations Management, Leadership, Vendor Management, Budgets, Analytics, Strategic Planning, Cross-functional Team..., Customer Satisfaction, Outsourcing, Business Process..., Start-ups, Performance Management
Education
University of Iowa 1986 — 1990
BA, History and Business
University of Iowa 1986 — 1990
BA, History and Business
Western Union March 2013 - Present
ESM, Aquired by ACS, a Xerox Co. August 2009 - January 2013
ESM, A Xerox Company August 2009 - January 2013
OppenheimerFunds August 2000 - January 2009
OPPENHEIMERFUNDS, INC August 2000 - January 2009
APAC Customer Services November 1999 - August 2000
APAC Customer Services December 1994 - August 2000
APAC Customer Services May 1999 - November 1999
APAC Customer Services December 1994 - October 1997
MCI CONSUMER MARKETS January 1992 - November 1994
Skills
Call Center, Process Improvement, Workforce Management, Mergers, Customer Service, Business Development, Business Analysis, Management, Coaching, Quality Assurance, Analysis, Team Leadership, Forecasting, CRM, Product Management, Program Management, Six Sigma, New Business Development, Strategy, Project Management, Sales, Team Building, Databases, Project Planning, Call Centers, Executive Management, Integration, Training, Change Management, Mergers & Acquisitions, Operations Management, Leadership, Vendor Management, Budgets, Analytics, Strategic Planning, Cross-functional Team..., Customer Satisfaction, Outsourcing, Business Process..., Start-ups, Performance Management
Education
University of Iowa 1986 — 1990
BA, History and Business
University of Iowa 1986 — 1990
BA, History and Business
Judy Nettles's OppenheimerFunds Experience April 2013 - Present
Job Senior Administrative Assistant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2013 - Present
Archstone October 2011 - February 2013
Archstone April 2011 - October 2011
Essex Property Trust October 2009 - April 2011
Archstone May 2008 - October 2009
Archstone March 2006 - May 2008
Archstone March 2005 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Customer Service, Real Estate, Outlook, Training, Onboarding, Leases, Coaching, Budgets, Process Scheduler, Management, Administrative..., Office Management, Sales, Operations Management, Leadership, Employee Relations, Team Building, Project Management, Analysis, Human Resources, Customer Satisfaction, Process Improvement
Education
University of Denver 2001 — 2004
Mass Communications, Communications, Business, Biology
Green Mountain High School 1997 — 2001
OppenheimerFunds April 2013 - Present
Archstone October 2011 - February 2013
Archstone April 2011 - October 2011
Essex Property Trust October 2009 - April 2011
Archstone May 2008 - October 2009
Archstone March 2006 - May 2008
Archstone March 2005 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Customer Service, Real Estate, Outlook, Training, Onboarding, Leases, Coaching, Budgets, Process Scheduler, Management, Administrative..., Office Management, Sales, Operations Management, Leadership, Employee Relations, Team Building, Project Management, Analysis, Human Resources, Customer Satisfaction, Process Improvement
Education
University of Denver 2001 — 2004
Mass Communications, Communications, Business, Biology
Green Mountain High School 1997 — 2001
Vincent Miron Vincent Miron's OppenheimerFunds Experience June 2014 - Present
Job Executive Assistant to CEO at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - Present
OppenheimerFunds January 2013 - June 2014
OppenheimerFunds November 2011 - December 2012
Bath and Body Works May 2010 - December 2012
University of Denver September 2008 - June 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Event Management, Budgets, Social Networking, Time Management, Event Planning
Education
University of Denver 2007 — 2011
Bachelor of Science, Business Administration; International Business
Universitá Bocconi 2009 — 2010
International Business
OppenheimerFunds June 2014 - Present
OppenheimerFunds January 2013 - June 2014
OppenheimerFunds November 2011 - December 2012
Bath and Body Works May 2010 - December 2012
University of Denver September 2008 - June 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Event Management, Budgets, Social Networking, Time Management, Event Planning
Education
University of Denver 2007 — 2011
Bachelor of Science, Business Administration; International Business
Universitá Bocconi 2009 — 2010
International Business
Adam Flagg's OppenheimerFunds Experience February 2015 - Present
Job Associate Client Tech Engineer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
OppenheimerFunds August 2013 - February 2015
OppenheimerFunds May 2013 - August 2013
Halbreich Accounting & Tax Services February 2012 - May 2013
Seacoast Consumer Electronics December 2010 - November 2011
UMass Dartmouth August 2007 - December 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Research, Microsoft Word, Time Management, Access, Customer Service, Photoshop, Technical Support, Troubleshooting, VPN, OS X, Windows
Education
University of Massachusetts Dartmouth 2005 — 2011
Finance, General
OppenheimerFunds February 2015 - Present
OppenheimerFunds August 2013 - February 2015
OppenheimerFunds May 2013 - August 2013
Halbreich Accounting & Tax Services February 2012 - May 2013
Seacoast Consumer Electronics December 2010 - November 2011
UMass Dartmouth August 2007 - December 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Research, Microsoft Word, Time Management, Access, Customer Service, Photoshop, Technical Support, Troubleshooting, VPN, OS X, Windows
Education
University of Massachusetts Dartmouth 2005 — 2011
Finance, General
Erin Bedford Erin Bedford's OppenheimerFunds Experience July 2015 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2015 - Present
Franklin Templeton Investments May 2014 - July 2015
Paycom September 2013 - April 2014
WilsonHCG December 2011 - September 2013
WorkNet Pinellas September 2010 - December 2011
Skills
Provisional CWIC, Talent Acquisition, Recruiting, Resume Writing, Internet Recruiting, Applicant Tracking..., Human Resources, Sourcing, IT Recruitment, Employee Benefits, HRIS, Career Development, Temporary Staffing, Recruitment Advertising, Onboarding, Executive Search, Permanent Placement, Business Networking, Employee Relations, Contract Recruitment, HR Consulting, New Hire Orientations, Employer Branding, College Recruiting, Performance Management, Talent Management, Job Coaching, Benefits Administration, RPO, Candidate Generation, Business Development, Job Descriptions, Screening, PeopleSoft, Coaching, Interview Preparation, Temporary Placement, Personnel Management, Cold Calling, Leadership Development, Succession Planning, Interviews, Staffing Services, Screening Resumes, Strategic Sourcing, Account Management, Training, Technical Recruiting, Employee Engagement, Hiring
Education
University of Iowa 2006 — 2010
BA
OppenheimerFunds July 2015 - Present
Franklin Templeton Investments May 2014 - July 2015
Paycom September 2013 - April 2014
WilsonHCG December 2011 - September 2013
WorkNet Pinellas September 2010 - December 2011
Skills
Provisional CWIC, Talent Acquisition, Recruiting, Resume Writing, Internet Recruiting, Applicant Tracking..., Human Resources, Sourcing, IT Recruitment, Employee Benefits, HRIS, Career Development, Temporary Staffing, Recruitment Advertising, Onboarding, Executive Search, Permanent Placement, Business Networking, Employee Relations, Contract Recruitment, HR Consulting, New Hire Orientations, Employer Branding, College Recruiting, Performance Management, Talent Management, Job Coaching, Benefits Administration, RPO, Candidate Generation, Business Development, Job Descriptions, Screening, PeopleSoft, Coaching, Interview Preparation, Temporary Placement, Personnel Management, Cold Calling, Leadership Development, Succession Planning, Interviews, Staffing Services, Screening Resumes, Strategic Sourcing, Account Management, Training, Technical Recruiting, Employee Engagement, Hiring
Education
University of Iowa 2006 — 2010
BA
Andrew Reck Andrew Reck's OppenheimerFunds Experience July 2013 - December 2013
Job Front Desk Coordinator at Salient Partners LP
Industry Financial Services
Experience
Salient Partners November 2014 - June 2015
PetSmart May 2014 - November 2014
Sports Authority November 2013 - January 2014
OppenheimerFunds July 2013 - December 2013
Telefund, Inc. June 2012 - August 2012
Habitat for Humanity of Metro Denver June 2011 - September 2011
Skills
International Business, Organizational..., Customer Service, Public Relations, Customer Satisfaction, Volunteer Management, Event Planning, Nonprofits, Community Outreach, Phone Etiquette, Microsoft Office, Research, Social Media, Public Speaking, Social Networking, International..., Spanish, Intercultural...
Education
University of Denver - Daniels College of Business 2009 — 2013
Bachelor of Science in Business Administration, International Business
Asociación Escuelas Lincoln 2006 — 2009
High School, Spanish Language and Literature
Cairo American College 2000 — 2006
High School, Arabic Language and Literature
Salient Partners November 2014 - June 2015
PetSmart May 2014 - November 2014
Sports Authority November 2013 - January 2014
OppenheimerFunds July 2013 - December 2013
Telefund, Inc. June 2012 - August 2012
Habitat for Humanity of Metro Denver June 2011 - September 2011
Skills
International Business, Organizational..., Customer Service, Public Relations, Customer Satisfaction, Volunteer Management, Event Planning, Nonprofits, Community Outreach, Phone Etiquette, Microsoft Office, Research, Social Media, Public Speaking, Social Networking, International..., Spanish, Intercultural...
Education
University of Denver - Daniels College of Business 2009 — 2013
Bachelor of Science in Business Administration, International Business
Asociación Escuelas Lincoln 2006 — 2009
High School, Spanish Language and Literature
Cairo American College 2000 — 2006
High School, Arabic Language and Literature
Michelle Gans, CFA, CIMA, CRPC Michelle Gans, CFA, CIMA, CRPC's OppenheimerFunds Experience January 2007 - August 2009
Job Director, Investment Management Consultant PacNW OR, WA, AK at BlackRock
Industry Financial Services
Experience
BlackRock December 2014 - Present
BlackRock September 2009 - Present
OppenheimerFunds January 2007 - August 2009
Mellows & Gans Investment Consultants Inc. July 2003 - May 2005
OppenheimerFunds January 2002 - December 2002
OppenheimerFunds January 2001 - December 2001
OppenheimerFunds June 1998 - December 2000
Ameriprise Financial Services, Inc. May 1997 - May 1998
Ameriprise Financial Services, Inc. April 1995 - April 1997
Ameriprise Financial Services, Inc. January 1994 - March 1995
Skills
Equities, Retirement Planning, Series 7, Fixed Income, Investments, Portfolio Management, Mutual Funds, Financial Services, Retirement, Asset Allocation, Wealth Management, Alternative Investments, Asset Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
Bachelor of Science, Finance & Marketing
BlackRock December 2014 - Present
BlackRock September 2009 - Present
OppenheimerFunds January 2007 - August 2009
Mellows & Gans Investment Consultants Inc. July 2003 - May 2005
OppenheimerFunds January 2002 - December 2002
OppenheimerFunds January 2001 - December 2001
OppenheimerFunds June 1998 - December 2000
Ameriprise Financial Services, Inc. May 1997 - May 1998
Ameriprise Financial Services, Inc. April 1995 - April 1997
Ameriprise Financial Services, Inc. January 1994 - March 1995
Skills
Equities, Retirement Planning, Series 7, Fixed Income, Investments, Portfolio Management, Mutual Funds, Financial Services, Retirement, Asset Allocation, Wealth Management, Alternative Investments, Asset Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
Bachelor of Science, Finance & Marketing
Stephanie (Stewart) Byrd, CPA's OppenheimerFunds Experience August 2014 - Present
Job Senior Corporate Accountant at OppenheimerFunds
Industry Accounting
Experience
OppenheimerFunds August 2014 - Present
KPMG August 2011 - August 2014
University of Mississippi August 2010 - May 2011
KPMG January 2010 - March 2010
Skills
External Audit, US GAAP, Big 4, GAAP, CPA, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Accounting, Assurance, Financial Statements, IFRS, Corporate Tax, Financial Analysis, General Ledger, Sarbanes-Oxley
Education
University of Mississippi 2010 — 2011
Master of Accountancy
University of Mississippi 2006 — 2010
Bachelor of Accountancy
OppenheimerFunds August 2014 - Present
KPMG August 2011 - August 2014
University of Mississippi August 2010 - May 2011
KPMG January 2010 - March 2010
Skills
External Audit, US GAAP, Big 4, GAAP, CPA, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Accounting, Assurance, Financial Statements, IFRS, Corporate Tax, Financial Analysis, General Ledger, Sarbanes-Oxley
Education
University of Mississippi 2010 — 2011
Master of Accountancy
University of Mississippi 2006 — 2010
Bachelor of Accountancy
Jamie Braverman Jamie Braverman's OppenheimerFunds Experience January 2008 - September 2010
Job Vice President, Advertising & Public Relations Manager at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2014 - Present
Guggenheim Investments June 2012 - April 2014
Deloitte September 2010 - June 2012
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds April 2005 - January 2008
TheLadders.com July 2004 - April 2005
Skills
Marketing Strategy, Strategy, Brand Management, Event Planning, Marketing Communications, B2B Marketing, Marketing, Online Marketing, Market Research, Corporate Events, Building Brand Awareness, Leadership, Project Management, Social Media Marketing, Competitive Analysis, CRM, Services Marketing, Media Relations, Event Management, Sponsorship Marketing, Professional Services..., Client Relationship..., Press Releases, Brand Awareness
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelor of Science, Marketing
Bessemer Trust April 2014 - Present
Guggenheim Investments June 2012 - April 2014
Deloitte September 2010 - June 2012
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds April 2005 - January 2008
TheLadders.com July 2004 - April 2005
Skills
Marketing Strategy, Strategy, Brand Management, Event Planning, Marketing Communications, B2B Marketing, Marketing, Online Marketing, Market Research, Corporate Events, Building Brand Awareness, Leadership, Project Management, Social Media Marketing, Competitive Analysis, CRM, Services Marketing, Media Relations, Event Management, Sponsorship Marketing, Professional Services..., Client Relationship..., Press Releases, Brand Awareness
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelor of Science, Marketing
Rebecca Weig Rebecca Weig's OppenheimerFunds Experience January 2014 - Present
Job Service Associate at OppenheimerFunds
Industry Marketing and Advertising
Experience
OppenheimerFunds January 2014 - Present
CRABTREE and EVELYN March 2008 - April 2014
Ultimate Staffing (Oppenheimer Funds) August 2013 - December 2013
University of Denver September 2012 - August 2013
University of Denver January 2009 - May 2012
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Customer Service, Social Media Marketing, Advertising, Event Planning, Public Speaking, Marketing, Teamwork, Social Networking
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Marketing
OppenheimerFunds January 2014 - Present
CRABTREE and EVELYN March 2008 - April 2014
Ultimate Staffing (Oppenheimer Funds) August 2013 - December 2013
University of Denver September 2012 - August 2013
University of Denver January 2009 - May 2012
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Customer Service, Social Media Marketing, Advertising, Event Planning, Public Speaking, Marketing, Teamwork, Social Networking
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Marketing
Keith Sommer's OppenheimerFunds Experience July 2012 - Present
Job Senior Associate Research & Brokerage Services at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds July 2012 - Present
J.P. Morgan May 2007 - July 2012
J.P. Morgan October 2006 - May 2007
The Spielberger Group, Inc. June 2006 - September 2006
Skills
Supervisory Skills, Relationship Development, Sales Support, Budgets, Sales Operations, Leadership, Financial Services, Management, Marketing, Mutual Funds, Equities, Analysis
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science, Finance and Economics
George Washington Hewlett High School 1999 — 2003
OppenheimerFunds July 2012 - Present
J.P. Morgan May 2007 - July 2012
J.P. Morgan October 2006 - May 2007
The Spielberger Group, Inc. June 2006 - September 2006
Skills
Supervisory Skills, Relationship Development, Sales Support, Budgets, Sales Operations, Leadership, Financial Services, Management, Marketing, Mutual Funds, Equities, Analysis
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science, Finance and Economics
George Washington Hewlett High School 1999 — 2003
Webb Heidinger Webb Heidinger's OppenheimerFunds Experience November 1997 - December 2004
Job Regional Sales at American Funds
Industry Financial Services
Experience
American Funds April 2014 - Present
Dividend Capital July 2005 - March 2014
BNY Mellon/Dreyfus January 2005 - July 2005
OppenheimerFunds November 1997 - December 2004
OppenheimerFunds April 1995 - October 1997
Skills
Investments, Real Estate, Asset Management, Investment Properties, Real Estate Economics, Commercial Real Estate, Alternative Investments, Series 7, Series 63, Mutual Funds, Valuation, Marketing, Budgets, Sales, Asset Allocation, Investment Advisory, Private Equity, Qualified Retirement..., Financial Analysis
Education
University of Maine 1990 — 1994
Bachelor of Engineering (BEng), Mechanical Engineering
University of Mississippi
American Funds April 2014 - Present
Dividend Capital July 2005 - March 2014
BNY Mellon/Dreyfus January 2005 - July 2005
OppenheimerFunds November 1997 - December 2004
OppenheimerFunds April 1995 - October 1997
Skills
Investments, Real Estate, Asset Management, Investment Properties, Real Estate Economics, Commercial Real Estate, Alternative Investments, Series 7, Series 63, Mutual Funds, Valuation, Marketing, Budgets, Sales, Asset Allocation, Investment Advisory, Private Equity, Qualified Retirement..., Financial Analysis
Education
University of Maine 1990 — 1994
Bachelor of Engineering (BEng), Mechanical Engineering
University of Mississippi
Salvatore Maia Salvatore Maia's OppenheimerFunds Experience January 2015 - Present
Job AVP, Client Relationship Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds, Inc June 2009 - Present
OppenheimerFunds June 2009 - December 2014
OppenheimerFunds December 2007 - June 2009
First Data Corporation March 2006 - December 2007
First Data Corp June 2003 - March 2006
Skills
Mutual Funds, Investments, Series 7, Asset Management, Equities, Business Analysis, Fixed Income, Retirement Planning, Series 63, Financial Services, Portfolio Management, Retirement, Wealth Management, Asset Allocation
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Business Administration; Finance
OppenheimerFunds January 2015 - Present
OppenheimerFunds, Inc June 2009 - Present
OppenheimerFunds June 2009 - December 2014
OppenheimerFunds December 2007 - June 2009
First Data Corporation March 2006 - December 2007
First Data Corp June 2003 - March 2006
Skills
Mutual Funds, Investments, Series 7, Asset Management, Equities, Business Analysis, Fixed Income, Retirement Planning, Series 63, Financial Services, Portfolio Management, Retirement, Wealth Management, Asset Allocation
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Business Administration; Finance
Eric Kristenson, AIF, CRPS Eric Kristenson, AIF, CRPS's OppenheimerFunds Experience August 2006 - Present
Job Vice President, Senior Retirement Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2006 - Present
Principal Financial Group September 2001 - August 2006
Fidelity Investments September 1999 - September 2001
Skills
AIF, CRPS, Series 63, 401k, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Fixed Annuities, Asset Allocation, Defined Contribution, Investment Advisory, Defined Benefit, Series 65, FINRA, Alternative Investments, Investments, Separately Managed..., Retirement Plan...
Education
University of Massachusetts at Lowell 1992 — 1996
3.3
OppenheimerFunds August 2006 - Present
Principal Financial Group September 2001 - August 2006
Fidelity Investments September 1999 - September 2001
Skills
AIF, CRPS, Series 63, 401k, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Fixed Annuities, Asset Allocation, Defined Contribution, Investment Advisory, Defined Benefit, Series 65, FINRA, Alternative Investments, Investments, Separately Managed..., Retirement Plan...
Education
University of Massachusetts at Lowell 1992 — 1996
3.3
Brian Kimmel Brian Kimmel's OppenheimerFunds Experience December 1995 - Present
Job Solutions Engineer / Data Architect
Industry Financial Services
Experience
OppenheimerFunds December 1995 - Present
Marriott International September 1993 - December 1995
Casa Palermo 1988 - 1991
Skills
Data Modeling, Business Intelligence, Informatica, Data Warehousing, Cognos, ETL, SDLC, Data Warehouse..., SQL, Enterprise Software, Requirements Gathering, Data Integration, Business Objects, Master Data Management, Enterprise Architecture, Data Quality, Requirements Analysis, Oracle, Business Analysis, Data Marts, Data Architecture, Sybase, Databases, PL/SQL, OBIEE, Autosys
Education
University of Florida 1986 — 1991
Business, Computer Information Sciences
MCHS 1982 — 1986
OppenheimerFunds December 1995 - Present
Marriott International September 1993 - December 1995
Casa Palermo 1988 - 1991
Skills
Data Modeling, Business Intelligence, Informatica, Data Warehousing, Cognos, ETL, SDLC, Data Warehouse..., SQL, Enterprise Software, Requirements Gathering, Data Integration, Business Objects, Master Data Management, Enterprise Architecture, Data Quality, Requirements Analysis, Oracle, Business Analysis, Data Marts, Data Architecture, Sybase, Databases, PL/SQL, OBIEE, Autosys
Education
University of Florida 1986 — 1991
Business, Computer Information Sciences
MCHS 1982 — 1986
James Tarras's OppenheimerFunds Experience June 2012 - June 2013
Job Dealer Services Rep at Fjällräven North America
Industry Sporting Goods
Experience
Fjällräven North America June 2013 - Present
OppenheimerFunds June 2012 - June 2013
OppenheimerFunds November 2011 - April 2012
Freelance contract work January 2005 - November 2010
National CineMedia (NCM) June 2010 - August 2010
Skills
Final Cut Pro, Editing, Social Media, Marketing, Video Editing, Photoshop, Adobe Creative Suite, Digital Media, Social Media Marketing, Advertising, Account Management, Inventory Management, Adobe Premiere Pro, Online Marketing, Social Networking, Event Planning, Copywriting, Customer Service, Customer Relations, Data Entry, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Creative Writing, Creative Direction, Blogging, International Sales, Adobe Photoshop, Post Production, Sound Mixing, Photo Editing, Video Production, Graphic Design, Logo Design
Education
University of Denver 2007 — 2011
Bachelor of Arts, Film and Media Studies - Video production emphasis
University of Otago 2009 — 2009
Film
Fjällräven North America June 2013 - Present
OppenheimerFunds June 2012 - June 2013
OppenheimerFunds November 2011 - April 2012
Freelance contract work January 2005 - November 2010
National CineMedia (NCM) June 2010 - August 2010
Skills
Final Cut Pro, Editing, Social Media, Marketing, Video Editing, Photoshop, Adobe Creative Suite, Digital Media, Social Media Marketing, Advertising, Account Management, Inventory Management, Adobe Premiere Pro, Online Marketing, Social Networking, Event Planning, Copywriting, Customer Service, Customer Relations, Data Entry, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Creative Writing, Creative Direction, Blogging, International Sales, Adobe Photoshop, Post Production, Sound Mixing, Photo Editing, Video Production, Graphic Design, Logo Design
Education
University of Denver 2007 — 2011
Bachelor of Arts, Film and Media Studies - Video production emphasis
University of Otago 2009 — 2009
Film
John Maggio John Maggio's OppenheimerFunds Experience May 2010 - August 2010
Job Corporate Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2015 - Present
J.P. Morgan May 2013 - June 2015
Gerald Metals June 2012 - April 2013
The Olayan Group May 2011 - August 2011
OppenheimerFunds May 2010 - August 2010
PepsiCo March 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Accounting, Derivatives, Investments, Microsoft Excel, Financial Accounting, Microsoft Office, Economics, Finance, PowerPoint, Microsoft Word
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance & Accounting
Citi June 2015 - Present
J.P. Morgan May 2013 - June 2015
Gerald Metals June 2012 - April 2013
The Olayan Group May 2011 - August 2011
OppenheimerFunds May 2010 - August 2010
PepsiCo March 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Accounting, Derivatives, Investments, Microsoft Excel, Financial Accounting, Microsoft Office, Economics, Finance, PowerPoint, Microsoft Word
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance & Accounting
Nataly Mordy Nataly Mordy's OppenheimerFunds Experience November 2011 - Present
Job Senior Project Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2011 - Present
NetSuite March 2011 - November 2011
Accenture January 2006 - March 2011
Navarro Research and Engineering November 2009 - April 2010
Sun Microsystems May 2009 - July 2009
Accenture January 2006 - March 2009
Accenture January 2006 - March 2009
Contractor at T-Mobile February 2008 - October 2008
Level 3 2006 - 2008
Education
University of Denver - Daniels College of Business
Masters, Business Administration * Marketing Concentration
University of Oklahoma 1999 — 2003
Bachelor of Arts
OppenheimerFunds November 2011 - Present
NetSuite March 2011 - November 2011
Accenture January 2006 - March 2011
Navarro Research and Engineering November 2009 - April 2010
Sun Microsystems May 2009 - July 2009
Accenture January 2006 - March 2009
Accenture January 2006 - March 2009
Contractor at T-Mobile February 2008 - October 2008
Level 3 2006 - 2008
Education
University of Denver - Daniels College of Business
Masters, Business Administration * Marketing Concentration
University of Oklahoma 1999 — 2003
Bachelor of Arts
Jack Manion Jack Manion's OppenheimerFunds Experience September 2014 - Present
Job Investor Client Relations at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
Greenwood Athletic and Tennis Club August 2014 - Present
5Jayz Inc May 2012 - May 2014
Integrated Asset Services March 2013 - June 2013
DuBox Rentals LLC August 2011 - January 2013
Vistar June 2012 - September 2012
Performance Food Group June 2010 - September 2011
Skills
Excel, PowerPoint, Microsoft Word, Spanish, Teamwork, Close Attention to..., Organized Multi-tasker, Microsoft Excel, Management, Sales, Customer Service, Financial Analysis
Education
University of Denver 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University College of Dublin 2012 — 2012
Business and Law
Regis Jesuit High School 2005 — 2009
OppenheimerFunds September 2014 - Present
Greenwood Athletic and Tennis Club August 2014 - Present
5Jayz Inc May 2012 - May 2014
Integrated Asset Services March 2013 - June 2013
DuBox Rentals LLC August 2011 - January 2013
Vistar June 2012 - September 2012
Performance Food Group June 2010 - September 2011
Skills
Excel, PowerPoint, Microsoft Word, Spanish, Teamwork, Close Attention to..., Organized Multi-tasker, Microsoft Excel, Management, Sales, Customer Service, Financial Analysis
Education
University of Denver 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University College of Dublin 2012 — 2012
Business and Law
Regis Jesuit High School 2005 — 2009
Leila Johnson, ASQ CQIA's OppenheimerFunds Experience 2000 - 2002
Job Digital Information Professional ~ Expert on People, Process & Technology
Industry Information Technology and Services
Experience
Data-Scribe 2003 - Present
A Couple of Foodies 2013 - Present
Spirit Driving Institute 2009 - Present
Management Assistance Group 2012 - 2012
National Copreneur Society 2007 - 2010
Pinnacol Assurance 2002 - 2003
OppenheimerFunds 2000 - 2002
Skills
Entrepreneurship, Public Speaking, WordPress, CRM, Website Development, Web Strategy, Nonprofits, Consulting, Management, Training, Drupal, Analysis, Joomla, Management Consulting, Web Design, CMS, Small Business, Editing, Business Strategy, Content Development, Content Management, Virtual Teams, Networking, Web Project Management, Business Development, Project Management, Start-ups, Business Analysis, Sales Management, Salesforce.com, B2B, Solution Selling, Leadership, Instructional Design, Operations Management, Change Management, Moodle, Learning Management..., Agile Project Management, Quality Assurance, SDLC, Software Quality..., Databases, Process Improvement, Business Process..., Technical Writing, Bloom's Taxonomy, ITIL, Strategy
Education
University of Denver
B.S., Biochemistry
University of Colorado Health Sciences Center
Courses toward Master of Science (M.S.), Biomedical Sciences, General
University of Metaphysical Sciences
Master of Divinity (M.Div.)
University of Metaphysical Sciences
BS, Metaphysical Sciences
Data-Scribe 2003 - Present
A Couple of Foodies 2013 - Present
Spirit Driving Institute 2009 - Present
Management Assistance Group 2012 - 2012
National Copreneur Society 2007 - 2010
Pinnacol Assurance 2002 - 2003
OppenheimerFunds 2000 - 2002
Skills
Entrepreneurship, Public Speaking, WordPress, CRM, Website Development, Web Strategy, Nonprofits, Consulting, Management, Training, Drupal, Analysis, Joomla, Management Consulting, Web Design, CMS, Small Business, Editing, Business Strategy, Content Development, Content Management, Virtual Teams, Networking, Web Project Management, Business Development, Project Management, Start-ups, Business Analysis, Sales Management, Salesforce.com, B2B, Solution Selling, Leadership, Instructional Design, Operations Management, Change Management, Moodle, Learning Management..., Agile Project Management, Quality Assurance, SDLC, Software Quality..., Databases, Process Improvement, Business Process..., Technical Writing, Bloom's Taxonomy, ITIL, Strategy
Education
University of Denver
B.S., Biochemistry
University of Colorado Health Sciences Center
Courses toward Master of Science (M.S.), Biomedical Sciences, General
University of Metaphysical Sciences
Master of Divinity (M.Div.)
University of Metaphysical Sciences
BS, Metaphysical Sciences
Eric Linden's OppenheimerFunds Experience April 2007 - June 2008
Job Project Lead/Solution Architect at Coty
Industry Information Technology and Services
Experience
New York University July 2013 - August 2013
Lightpath May 2013 - June 2013
Wyndham Vacation Ownership December 2011 - May 2013
Hasbro April 2008 - March 2012
OppenheimerFunds April 2007 - June 2008
Temple Inland April 2004 - March 2007
Seagate Technology September 2003 - May 2004
NUI Telecomm September 2003 - February 2004
GMAC Commercial Mortgage 2003 - 2004
Build-A-Bear Workshop November 2002 - May 2003
Skills
Data Warehousing, Business Intelligence, Data Modeling, ETL, Data Integration, Databases, Master Data Management, Informatica, Data Architecture, Data Warehouse..., SQL, Architecture, Enterprise Architecture, Business Objects, Data Marts, Business Analysis, Oracle, Erwin, Dimensional Modeling, Project Management, OBIEE, Data Governance, SDLC, Telecommunications, SAP, Sybase, Cognos, Requirements Analysis, Database Design, Retail, Finance, Manufacturing, Mortgage Lending, Publishing, Mutual Funds, Hyperion Interactive..., Sybase IQ, Hospitality, Performance Tuning, Data Quality, Project Planning, Analysis, Microsoft SQL Server, PL/SQL, Business Intelligence..., Solution Architecture, Greenplum, Netezza, Microstrategy
Education
University of Denver 1991 — 1992
MCIS
University of Illinois at Urbana-Champaign 1984 — 1989
BS
Mt Carmel HS (Chicago, IL) 1980 — 1984
Diploma
New York University July 2013 - August 2013
Lightpath May 2013 - June 2013
Wyndham Vacation Ownership December 2011 - May 2013
Hasbro April 2008 - March 2012
OppenheimerFunds April 2007 - June 2008
Temple Inland April 2004 - March 2007
Seagate Technology September 2003 - May 2004
NUI Telecomm September 2003 - February 2004
GMAC Commercial Mortgage 2003 - 2004
Build-A-Bear Workshop November 2002 - May 2003
Skills
Data Warehousing, Business Intelligence, Data Modeling, ETL, Data Integration, Databases, Master Data Management, Informatica, Data Architecture, Data Warehouse..., SQL, Architecture, Enterprise Architecture, Business Objects, Data Marts, Business Analysis, Oracle, Erwin, Dimensional Modeling, Project Management, OBIEE, Data Governance, SDLC, Telecommunications, SAP, Sybase, Cognos, Requirements Analysis, Database Design, Retail, Finance, Manufacturing, Mortgage Lending, Publishing, Mutual Funds, Hyperion Interactive..., Sybase IQ, Hospitality, Performance Tuning, Data Quality, Project Planning, Analysis, Microsoft SQL Server, PL/SQL, Business Intelligence..., Solution Architecture, Greenplum, Netezza, Microstrategy
Education
University of Denver 1991 — 1992
MCIS
University of Illinois at Urbana-Champaign 1984 — 1989
BS
Mt Carmel HS (Chicago, IL) 1980 — 1984
Diploma
Craig Upston's OppenheimerFunds Experience 2004 - 2009
Job
Industry Hospital & Health Care
Experience
Catholic Health Initiatives 2015 - Present
Kaiser Permanente 2010 - 2014
State of Colorado, Department of Labor and Employment 2009 - 2010
OppenheimerFunds 2004 - 2009
Columbia Funds 1997 - 2003
Stein Roe and Farnham, Inc. (part of Columbia Funds) 1996 - 2000
Skills
Business Analysis, Process Improvement, Call Centers, Call Center, Testing, Project Management, Workforce Management, Budgets, Management, Customer Service, Software Documentation, Leadership, Quality Assurance, Microsoft Excel, Team Leadership, Healthcare, Financial Services, Change Management, Program Management, Integration, Strategy, Analysis, Visio, Business Process..., SQL, Training, CRM, Access, Team Building, Cognos, Crystal Reports, Consulting, Vendor Management, Business Process, Requirements Analysis, Disaster Recovery, Business Intelligence, SharePoint, SDLC, Project Portfolio..., Analytics, Cross-functional Team..., IT Management, Risk Management, PMO, Finance, HIPAA, MS Project, Requirements Gathering, PMP
Education
University of Michigan
Bachelors
The University of Chicago
Non-Degree Program
Catholic Health Initiatives 2015 - Present
Kaiser Permanente 2010 - 2014
State of Colorado, Department of Labor and Employment 2009 - 2010
OppenheimerFunds 2004 - 2009
Columbia Funds 1997 - 2003
Stein Roe and Farnham, Inc. (part of Columbia Funds) 1996 - 2000
Skills
Business Analysis, Process Improvement, Call Centers, Call Center, Testing, Project Management, Workforce Management, Budgets, Management, Customer Service, Software Documentation, Leadership, Quality Assurance, Microsoft Excel, Team Leadership, Healthcare, Financial Services, Change Management, Program Management, Integration, Strategy, Analysis, Visio, Business Process..., SQL, Training, CRM, Access, Team Building, Cognos, Crystal Reports, Consulting, Vendor Management, Business Process, Requirements Analysis, Disaster Recovery, Business Intelligence, SharePoint, SDLC, Project Portfolio..., Analytics, Cross-functional Team..., IT Management, Risk Management, PMO, Finance, HIPAA, MS Project, Requirements Gathering, PMP
Education
University of Michigan
Bachelors
The University of Chicago
Non-Degree Program
Arin Kornchankul, CFA's OppenheimerFunds Experience January 2010 - Present
Job Senior Credit Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2010 - Present
OppenheimerFunds June 2007 - December 2009
RBC Dain Rauscher June 2006 - August 2006
Skills
Credit Analysis, High Yield, Fixed Income Analysis, Bonds, Investments, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance
OppenheimerFunds January 2010 - Present
OppenheimerFunds June 2007 - December 2009
RBC Dain Rauscher June 2006 - August 2006
Skills
Credit Analysis, High Yield, Fixed Income Analysis, Bonds, Investments, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance
John MacDonald, PMP's OppenheimerFunds Experience January 1992 - September 2000
Job Vice President / IT Development Manager at Banking Institution
Industry Financial Services
Experience
U.S. Bank September 2012 - Present
Janus Capital Group September 2000 - August 2012
OppenheimerFunds January 1992 - September 2000
Skills
Vendor Management, Business Analysis, SDLC, SharePoint, Disaster Recovery, Business Requirements, Process Improvement, Requirements Gathering, Software Documentation, Visio, Enterprise Architecture, Integration, Change Management, Business Intelligence, IT Strategy, Business Process, Program Management, Software Project..., IT Management, Requirements Analysis
Education
University of Maryland 1986 — 1991
Communications
U.S. Bank September 2012 - Present
Janus Capital Group September 2000 - August 2012
OppenheimerFunds January 1992 - September 2000
Skills
Vendor Management, Business Analysis, SDLC, SharePoint, Disaster Recovery, Business Requirements, Process Improvement, Requirements Gathering, Software Documentation, Visio, Enterprise Architecture, Integration, Change Management, Business Intelligence, IT Strategy, Business Process, Program Management, Software Project..., IT Management, Requirements Analysis
Education
University of Maryland 1986 — 1991
Communications
Jennifer Janney's OppenheimerFunds Experience January 2008 - Present
Job Senior Business Analyst
Industry Financial Services
Experience
OppenheimerFunds January 2008 - Present
Skills
Fixed Income, Mutual Funds, Series 7, Bloomberg, Securities, Alternative Investments, Equities, Asset Management, Asset Allocation, Investments, Financial Services, Derivatives, Investment Strategies, Investment Management
Education
University of Denver - Daniels College of Business 1997 — 2000
BSBA
University of Denver - Daniels College of Business
OppenheimerFunds January 2008 - Present
Skills
Fixed Income, Mutual Funds, Series 7, Bloomberg, Securities, Alternative Investments, Equities, Asset Management, Asset Allocation, Investments, Financial Services, Derivatives, Investment Strategies, Investment Management
Education
University of Denver - Daniels College of Business 1997 — 2000
BSBA
University of Denver - Daniels College of Business
Dan Petter's OppenheimerFunds Experience March 2015 - Present
Job Vice President Sales at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2015 - Present
Invesco Ltd. March 2008 - March 2015
Invesco April 2001 - March 2008
Skills
Mutual Funds, Series 63, Alternative Investments, Series 7, Public Speaking, Series 65, Investments, Budgets, Retirement Planning, Sales Management, Sales, Relationship Management, Asset Allocation, FINRA, IRAs, ETFs, Variable Annuities
Education
University of Houston-Clear Lake 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
OppenheimerFunds March 2015 - Present
Invesco Ltd. March 2008 - March 2015
Invesco April 2001 - March 2008
Skills
Mutual Funds, Series 63, Alternative Investments, Series 7, Public Speaking, Series 65, Investments, Budgets, Retirement Planning, Sales Management, Sales, Relationship Management, Asset Allocation, FINRA, IRAs, ETFs, Variable Annuities
Education
University of Houston-Clear Lake 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jason Melnick's OppenheimerFunds Experience 2002 - 2006
Job Regional Vice President Variable Annuities
Industry Financial Services
Experience
Jackson National Life Distributors LLC December 2006 - Present
Jackson National Life Distributors LLC May 2005 - November 2006
OppenheimerFunds 2002 - 2006
Education
University of Massachusetts, Amherst 1999 — 2002
B.A., Computer Science/MIS
Jackson National Life Distributors LLC December 2006 - Present
Jackson National Life Distributors LLC May 2005 - November 2006
OppenheimerFunds 2002 - 2006
Education
University of Massachusetts, Amherst 1999 — 2002
B.A., Computer Science/MIS
Yan Vinokur's OppenheimerFunds Experience August 2014 - Present
Job CFA
Industry Investment Management
Experience
OppenheimerFunds August 2014 - Present
Skills
Fixed Income, Derivatives, Valuation, Calypso, SQL, Barclays Point, Oracle, Sybase IQ, Financial Modeling, Risk Analytics, Bloomberg, Microsoft Excel, Counterparty Risk, MS Project, Trading, Investments, Credit Derivatives, Middle Office, FpML, Finance, Bonds, Financial Analysis, Trading Systems, Equities, XML, JIRA, Quality Center, Visio, Securities, Portfolio Management
Education
University of Maine 2000 — 2004
B.S. Business Administration, Finance
OppenheimerFunds August 2014 - Present
Skills
Fixed Income, Derivatives, Valuation, Calypso, SQL, Barclays Point, Oracle, Sybase IQ, Financial Modeling, Risk Analytics, Bloomberg, Microsoft Excel, Counterparty Risk, MS Project, Trading, Investments, Credit Derivatives, Middle Office, FpML, Finance, Bonds, Financial Analysis, Trading Systems, Equities, XML, JIRA, Quality Center, Visio, Securities, Portfolio Management
Education
University of Maine 2000 — 2004
B.S. Business Administration, Finance
Elena Brown's OppenheimerFunds Experience September 2011 - September 2013
Job Reporting & Performance Analyst at Parametric
Industry Financial Services
Experience
Parametric October 2013 - Present
OppenheimerFunds September 2011 - September 2013
Thomson Reuters 2007 - September 2011
Skills
Investor Relations, Business Development, Management, Financial Analysis, Portfolio Management, Valuation, Financial Modeling, Investments
Education
University of Denver - Daniels College of Business 2002 — 2007
MS Finance, Business - Finance
Cherry Creek High School 1998 — 2002
Parametric October 2013 - Present
OppenheimerFunds September 2011 - September 2013
Thomson Reuters 2007 - September 2011
Skills
Investor Relations, Business Development, Management, Financial Analysis, Portfolio Management, Valuation, Financial Modeling, Investments
Education
University of Denver - Daniels College of Business 2002 — 2007
MS Finance, Business - Finance
Cherry Creek High School 1998 — 2002
Rachel Walsh's OppenheimerFunds Experience January 2002 - Present
Job AVP, Compensation and Benefits at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2002 - Present
OppenheimerFunds January 2002 - March 2011
Goldman Sachs July 1999 - October 2001
Skills
Process Improvement, Deferred Compensation, Performance Management, Employee Benefits, Talent Management, Succession Planning, Defined Benefit, 401k, HRIS, Vendor Management
Education
University of Delaware 1995 — 1998
Bachelor of Arts (B.A.), Political Science
OppenheimerFunds January 2002 - Present
OppenheimerFunds January 2002 - March 2011
Goldman Sachs July 1999 - October 2001
Skills
Process Improvement, Deferred Compensation, Performance Management, Employee Benefits, Talent Management, Succession Planning, Defined Benefit, 401k, HRIS, Vendor Management
Education
University of Delaware 1995 — 1998
Bachelor of Arts (B.A.), Political Science
Melissa Luftman's OppenheimerFunds Experience 1999 - 2002
Job Senior Technical Recruiter at Princeton Information
Industry Information Technology and Services
Experience
Princeton Information March 2003 - Present
Princeton Information March 2003 - August 2013
Princeton Information March 2003 - May 2011
OppenheimerFunds 1999 - 2002
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Recruiting, Onboarding, Sourcing, SDLC, Permanent Placement, Business Analysis, Executive Search, Interviews, Consulting, Leadership, Temporary Placement, Team Building, Change Management, Program Management, Resume Writing, Strategy, CRM, College Recruiting, Hiring, HRIS, Training, Job Fairs, Career Development, Management, Account Management, Organizational..., Outsourcing, Sales, Management Consulting, Lead Generation, Building Relationships, Cold Calling, Business Development, Team Management, Performance Management, Resource Management, PeopleSoft, Networking, SaaS, Process Improvement, Team Leadership, IT Recruitment, Professional Services, Business Intelligence, Employee Relations, Information Technology
Education
University of Maryland College Park 1995 — 1999
Bachelor of Arts (BA), Communications
Princeton Information March 2003 - Present
Princeton Information March 2003 - August 2013
Princeton Information March 2003 - May 2011
OppenheimerFunds 1999 - 2002
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Recruiting, Onboarding, Sourcing, SDLC, Permanent Placement, Business Analysis, Executive Search, Interviews, Consulting, Leadership, Temporary Placement, Team Building, Change Management, Program Management, Resume Writing, Strategy, CRM, College Recruiting, Hiring, HRIS, Training, Job Fairs, Career Development, Management, Account Management, Organizational..., Outsourcing, Sales, Management Consulting, Lead Generation, Building Relationships, Cold Calling, Business Development, Team Management, Performance Management, Resource Management, PeopleSoft, Networking, SaaS, Process Improvement, Team Leadership, IT Recruitment, Professional Services, Business Intelligence, Employee Relations, Information Technology
Education
University of Maryland College Park 1995 — 1999
Bachelor of Arts (BA), Communications
Charles Pulire, CFA's OppenheimerFunds Experience January 2013 - Present
Job Senior Portfolio Manager, Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds January 2013 - Present
Skills
High Yield, Investments, Bonds, Trading, Portfolio Management, Credit, Mutual Funds, Equity Research, Credit Analysis, Finance, Analysis, Fixed Income, Asset Management, Bloomberg, Valuation, Financial Modeling
Education
University of Rochester - Simon Business School 2004 — 2006
MBA, Finance, Corporate Accounting
University of Maine 1995 — 2000
B.S., Engineering; Civil - Structural Design
University of Hawaii at Manoa 1997 — 1997
OppenheimerFunds January 2013 - Present
Skills
High Yield, Investments, Bonds, Trading, Portfolio Management, Credit, Mutual Funds, Equity Research, Credit Analysis, Finance, Analysis, Fixed Income, Asset Management, Bloomberg, Valuation, Financial Modeling
Education
University of Rochester - Simon Business School 2004 — 2006
MBA, Finance, Corporate Accounting
University of Maine 1995 — 2000
B.S., Engineering; Civil - Structural Design
University of Hawaii at Manoa 1997 — 1997
Heather Minks's OppenheimerFunds Experience September 2004 - May 2007
Job Human Resources Professional
Industry Human Resources
Experience
City of Asheville January 2015 - Present
University of Illinois at Urbana-Champaign May 2012 - July 2013
Archer Daniels Midland December 2008 - April 2010
ADM September 2007 - December 2008
OppenheimerFunds September 2004 - May 2007
Sun Microsystems 1999 - 2004
Skills
Employee Relations, Employee Engagement, Performance Management, Human Resources, Recruiting, Coaching, Talent Acquisition, Training, Onboarding, Career Development, Project Management, Career Counseling, Resume Writing, Personnel Management, Talent Management, Interviews
Education
University of Illinois at Urbana-Champaign 1998 — 1999
Masters, Human Resources & Labor Relations
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor's degree, Sociology
City of Asheville January 2015 - Present
University of Illinois at Urbana-Champaign May 2012 - July 2013
Archer Daniels Midland December 2008 - April 2010
ADM September 2007 - December 2008
OppenheimerFunds September 2004 - May 2007
Sun Microsystems 1999 - 2004
Skills
Employee Relations, Employee Engagement, Performance Management, Human Resources, Recruiting, Coaching, Talent Acquisition, Training, Onboarding, Career Development, Project Management, Career Counseling, Resume Writing, Personnel Management, Talent Management, Interviews
Education
University of Illinois at Urbana-Champaign 1998 — 1999
Masters, Human Resources & Labor Relations
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor's degree, Sociology
Henry Asemota's OppenheimerFunds Experience May 2005 - April 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
New York Life Insurance Company February 2010 - July 2012
WisdomTree Asset Management August 2007 - January 2009
OppenheimerFunds May 2005 - April 2007
Legg Mason June 1999 - January 2005
Education
University of Maryland Baltimore County
B.A., History
Merrill Lynch March 2013 - Present
New York Life Insurance Company February 2010 - July 2012
WisdomTree Asset Management August 2007 - January 2009
OppenheimerFunds May 2005 - April 2007
Legg Mason June 1999 - January 2005
Education
University of Maryland Baltimore County
B.A., History
Vida Lok's OppenheimerFunds Experience 1998 - 2001
Job Events, Marketing and Communications Professional
Industry Marketing and Advertising
Experience
North Shore-LIJ Health System 2013 - Present
miriyaLOK, inc. January 2005 - May 2009
National Football League 2001 - 2009
OppenheimerFunds 1998 - 2001
The NPD Group 1997 - 1998
Skills
Sports, Sports Marketing, Social Media, Social Media Marketing, Marketing, Communication, Event Management, Event Planning, Public Relations, Media Relations, Fundraising, Public Speaking, Sports Management, Sponsorship, Blogging, Product Management, Social Networking, Facebook
Education
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.), Sociology
North Shore-LIJ Health System 2013 - Present
miriyaLOK, inc. January 2005 - May 2009
National Football League 2001 - 2009
OppenheimerFunds 1998 - 2001
The NPD Group 1997 - 1998
Skills
Sports, Sports Marketing, Social Media, Social Media Marketing, Marketing, Communication, Event Management, Event Planning, Public Relations, Media Relations, Fundraising, Public Speaking, Sports Management, Sponsorship, Blogging, Product Management, Social Networking, Facebook
Education
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Andy Humble's OppenheimerFunds Experience March 2004 - April 2005
Job Vice President at Cohen and Steers Capital Management, Inc
Industry Financial Services
Experience
Cohen and Steers Capital Management, Inc September 2009 - Present
Old Mutual Investment Partners May 2005 - November 2009
OppenheimerFunds March 2004 - April 2005
Calamos Investments May 1994 - February 2004
Skills
Mutual Funds, Investments, Hedge Funds, Portfolio Management, Financial Advisory, Series 7, Alternative Investments, Asset Managment, Series 63, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Relationship Management
Education
University of Illinois at Chicago 1988 — 1992
Bachelor of Science, Economics
Cohen and Steers Capital Management, Inc September 2009 - Present
Old Mutual Investment Partners May 2005 - November 2009
OppenheimerFunds March 2004 - April 2005
Calamos Investments May 1994 - February 2004
Skills
Mutual Funds, Investments, Hedge Funds, Portfolio Management, Financial Advisory, Series 7, Alternative Investments, Asset Managment, Series 63, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Relationship Management
Education
University of Illinois at Chicago 1988 — 1992
Bachelor of Science, Economics
Kristin Crowell's OppenheimerFunds Experience December 2001 - Present
Job Administrative Asst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2001 - Present
Magotteaux 1996 - 2001
Skills
FINRA Series 6, Speak, write and read...
Education
University of Denver 2007 — 2011
BBA, Business Administration, Magna Cum Laude
OppenheimerFunds December 2001 - Present
Magotteaux 1996 - 2001
Skills
FINRA Series 6, Speak, write and read...
Education
University of Denver 2007 — 2011
BBA, Business Administration, Magna Cum Laude
CJ Hummel's OppenheimerFunds Experience 1994 - 1996
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB May 2006 - Present
Galena Capital April 2004 - May 2006
Alliance Energy Generation January 2002 - April 2004
El Paso Corp August 1999 - February 2002
Republic Financial Corporation 1996 - 1999
OppenheimerFunds 1994 - 1996
Skills
Private Equity, Due Diligence, Mergers, Corporate Finance, Valuation, Financial Analysis, Mergers & Acquisitions, Strategy, LBO, M&A experience, Corporate Development, Restructuring, Business Strategy, Leveraged Finance, Venture Capital, Divestitures, Investment Banking, Financial Modeling, Private Placements, Capital Markets, Equities, Equity Research, Executive Management, Financial Structuring, Investments, Recapitalizations, Capital Raising, Business Valuation
Education
University of Denver - Daniels College of Business
Headwaters MB May 2006 - Present
Galena Capital April 2004 - May 2006
Alliance Energy Generation January 2002 - April 2004
El Paso Corp August 1999 - February 2002
Republic Financial Corporation 1996 - 1999
OppenheimerFunds 1994 - 1996
Skills
Private Equity, Due Diligence, Mergers, Corporate Finance, Valuation, Financial Analysis, Mergers & Acquisitions, Strategy, LBO, M&A experience, Corporate Development, Restructuring, Business Strategy, Leveraged Finance, Venture Capital, Divestitures, Investment Banking, Financial Modeling, Private Placements, Capital Markets, Equities, Equity Research, Executive Management, Financial Structuring, Investments, Recapitalizations, Capital Raising, Business Valuation
Education
University of Denver - Daniels College of Business
Lisa (Drury) Ogren's OppenheimerFunds Experience 2002 - Present
Job VP Finance at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2002 - Present
Oppenheimer Funds Inc. 2002 - Present
Accenture (Andersen Consulting) 1992 - 1996
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance & Marketing
University of Notre Dame
BA, German & Computer Applications
OppenheimerFunds 2002 - Present
Oppenheimer Funds Inc. 2002 - Present
Accenture (Andersen Consulting) 1992 - 1996
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance & Marketing
University of Notre Dame
BA, German & Computer Applications
Steve Futoran's OppenheimerFunds Experience 1997 - 2005
Job Regional Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2008 - Present
AllianceBernstein 2007 - 2008
MFS Investment Management 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Series 63, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Series 66
Education
University of Hartford 1988 — 1992
Bachelor of Arts, Political Science
Wells Fargo February 2008 - Present
AllianceBernstein 2007 - 2008
MFS Investment Management 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Series 63, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Series 66
Education
University of Hartford 1988 — 1992
Bachelor of Arts, Political Science
Jenny Brookfield's OppenheimerFunds Experience August 1997 - April 1998
Job Vice President, Director of Marketing at 361 Capital
Industry Financial Services
Experience
361 Capital January 2012 - Present
ICON Advisers October 2004 - December 2011
Berger Financial Group November 1999 - April 2003
Janus Capital Group April 1998 - November 1999
OppenheimerFunds August 1997 - April 1998
Education
University of Louisville 1990 — 1994
BA, Communication
361 Capital January 2012 - Present
ICON Advisers October 2004 - December 2011
Berger Financial Group November 1999 - April 2003
Janus Capital Group April 1998 - November 1999
OppenheimerFunds August 1997 - April 1998
Education
University of Louisville 1990 — 1994
BA, Communication
Ryan Jones, CFA's OppenheimerFunds Experience September 1998 - February 2004
Job Senior Vice President at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments February 2004 - Present
OppenheimerFunds September 1998 - February 2004
Education
University of Florida 1993 — 1997
B.S. in Accounting, Accounting and Finance
Franklin Templeton Investments February 2004 - Present
OppenheimerFunds September 1998 - February 2004
Education
University of Florida 1993 — 1997
B.S. in Accounting, Accounting and Finance
Stephanie Bullington, CPA, CFA's OppenheimerFunds Experience February 2014 - Present
Job Vice President, Finance at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2014 - Present
Arrowpoint Asset Management LLC September 2013 - February 2014
OppenheimerFunds January 2010 - August 2013
OppenheimerFunds October 2005 - January 2010
Butterfield Fulcrum 2003 - 2005
Skills
Valuation, Accounting, Mutual Funds, Fund Accounting, Hedge Funds, Asset Allocation, Derivatives, Finance, Internal Controls, Financial Statements, Financial Services, Financial Reporting, Due Diligence, Capital Markets
Education
University of Maryland College Park 1995 — 1999
BS, Finance, Accounting
OppenheimerFunds February 2014 - Present
Arrowpoint Asset Management LLC September 2013 - February 2014
OppenheimerFunds January 2010 - August 2013
OppenheimerFunds October 2005 - January 2010
Butterfield Fulcrum 2003 - 2005
Skills
Valuation, Accounting, Mutual Funds, Fund Accounting, Hedge Funds, Asset Allocation, Derivatives, Finance, Internal Controls, Financial Statements, Financial Services, Financial Reporting, Due Diligence, Capital Markets
Education
University of Maryland College Park 1995 — 1999
BS, Finance, Accounting
Kristin Lynch's OppenheimerFunds Experience July 1997 - July 2004
Job Marketing Professional
Industry Financial Services
Experience
n/a November 2009 - Present
Morgan Stanley Investment Management March 2005 - October 2009
OppenheimerFunds July 1997 - July 2004
Skills
Marketing Communications, Email Marketing, Marketing Strategy, Customer Relations, Competitive Analysis, Accout Executive, Product Marketing, Corporate Communications, Marketing, Marketing Management, Project Management
Education
University of Delaware 1993 — 1997
BA, Marketing and Communications
n/a November 2009 - Present
Morgan Stanley Investment Management March 2005 - October 2009
OppenheimerFunds July 1997 - July 2004
Skills
Marketing Communications, Email Marketing, Marketing Strategy, Customer Relations, Competitive Analysis, Accout Executive, Product Marketing, Corporate Communications, Marketing, Marketing Management, Project Management
Education
University of Delaware 1993 — 1997
BA, Marketing and Communications
Misty Dalke's OppenheimerFunds Experience April 2005 - September 2010
Job Assistant Vice President at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company July 2013 - Present
Brown Brothers Harriman September 2010 - June 2013
OppenheimerFunds April 2005 - September 2010
Skills
Mutual Funds, Securities, Financial Analysis, Bloomberg, Due Diligence, Fixed Income, Equities, Corporate Law, Alternative Investments, Capital Markets
Education
University of Denver - Sturm College of Law 2008 — 2012
JD
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Finance
George K. Baum & Company July 2013 - Present
Brown Brothers Harriman September 2010 - June 2013
OppenheimerFunds April 2005 - September 2010
Skills
Mutual Funds, Securities, Financial Analysis, Bloomberg, Due Diligence, Fixed Income, Equities, Corporate Law, Alternative Investments, Capital Markets
Education
University of Denver - Sturm College of Law 2008 — 2012
JD
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Finance
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
Keith Small, CIMA, CRPC, EA's OppenheimerFunds Experience July 2005 - January 2009
Job Business Consultant for Financial Advisors
Industry Financial Services
Experience
Cetera Financial Group June 2009 - Present
OppenheimerFunds July 2005 - January 2009
OppenheimerFunds September 2003 - June 2005
MFS Investment Management May 2000 - May 2003
Eaton Vance September 1998 - May 2000
Skills
Series 7, Retirement Planning, Asset Allocation, Series 63, Fixed Annuities, Series 24, Series 65, CIMA, IRS Enrolled Agent, CRPC
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Sales and Marketing
Cetera Financial Group June 2009 - Present
OppenheimerFunds July 2005 - January 2009
OppenheimerFunds September 2003 - June 2005
MFS Investment Management May 2000 - May 2003
Eaton Vance September 1998 - May 2000
Skills
Series 7, Retirement Planning, Asset Allocation, Series 63, Fixed Annuities, Series 24, Series 65, CIMA, IRS Enrolled Agent, CRPC
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Sales and Marketing
Briana Beasley's OppenheimerFunds Experience October 1997 - Present
Job Manager, Communication and Change Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 1997 - Present
Skills
Mutual Funds, Strategic Communications, Change Management, Internal Communications, Press Releases, Financial Services, Corporate Communications, Communication Training, Crisis Communications, Relationship Management, Social Networking, Editing, Thought Leadership, Leadership, Business Analysis, Project Management
Education
University of Denver 2000 — 2002
Masters, Applied Communication
OppenheimerFunds October 1997 - Present
Skills
Mutual Funds, Strategic Communications, Change Management, Internal Communications, Press Releases, Financial Services, Corporate Communications, Communication Training, Crisis Communications, Relationship Management, Social Networking, Editing, Thought Leadership, Leadership, Business Analysis, Project Management
Education
University of Denver 2000 — 2002
Masters, Applied Communication
Eric Edstrom's OppenheimerFunds Experience August 1998 - June 1999
Job Affluent Segment Product Strategy SVP at SunTrust
Industry Financial Services
Experience
SunTrust Bank March 2014 - Present
SunTrust March 2014 - Present
Janney Montgomery Scott August 2006 - November 2013
GE Capital June 2004 - May 2006
Citi October 1999 - July 2004
OppenheimerFunds August 1998 - June 1999
Bank of America (formerly MBNA America Bank) December 1990 - August 1998
Other Career Experiences 1987 - 1990
Skills
Financial Services, Portfolio Management, Banking, Strategic Partnerships, Mergers & Acquisitions, Business Development, Credit, Marketing, Credit Cards, Sales, Sales Operations, Wealth Management, Mergers, CRM, Finance, Investments, Mutual Funds, Strategy, Management, Relationship Management, Series 7, Executive Management, Leadership
Education
University of Delaware 1984 — 1985
BA, Political Science - Economics
Jamesville DeWitt HS
SunTrust Bank March 2014 - Present
SunTrust March 2014 - Present
Janney Montgomery Scott August 2006 - November 2013
GE Capital June 2004 - May 2006
Citi October 1999 - July 2004
OppenheimerFunds August 1998 - June 1999
Bank of America (formerly MBNA America Bank) December 1990 - August 1998
Other Career Experiences 1987 - 1990
Skills
Financial Services, Portfolio Management, Banking, Strategic Partnerships, Mergers & Acquisitions, Business Development, Credit, Marketing, Credit Cards, Sales, Sales Operations, Wealth Management, Mergers, CRM, Finance, Investments, Mutual Funds, Strategy, Management, Relationship Management, Series 7, Executive Management, Leadership
Education
University of Delaware 1984 — 1985
BA, Political Science - Economics
Jamesville DeWitt HS
Peter Zudeck's OppenheimerFunds Experience May 2006 - November 2011
Job Finance and Administration
Industry Accounting
Experience
Zudeck Associates December 2011 - Present
OppenheimerFunds May 2006 - November 2011
Boston Medical Center February 2004 - April 2006
The Hallett Law Firm January 2002 - February 2003
Fidelity Investments, National Financial Services November 1997 - July 2001
Skills
Financial Analysis, Financial Reporting, Essbase, Excel, Corporate Finance, PowerPoint, Financial Modeling
Education
University of Massachusetts, Amherst 1985 — 1989
BA, Economics
Zudeck Associates December 2011 - Present
OppenheimerFunds May 2006 - November 2011
Boston Medical Center February 2004 - April 2006
The Hallett Law Firm January 2002 - February 2003
Fidelity Investments, National Financial Services November 1997 - July 2001
Skills
Financial Analysis, Financial Reporting, Essbase, Excel, Corporate Finance, PowerPoint, Financial Modeling
Education
University of Massachusetts, Amherst 1985 — 1989
BA, Economics
Chris Thabet's OppenheimerFunds Experience May 2012 - Present
Job Vice President, Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2012 - Present
ING Investment Management May 2010 - April 2012
AllianceBernstein June 2006 - May 2010
Ryan Beck & Co. March 2004 - June 2006
Neuberger Berman 2000 - 2004
Education
University of Hartford
OppenheimerFunds May 2012 - Present
ING Investment Management May 2010 - April 2012
AllianceBernstein June 2006 - May 2010
Ryan Beck & Co. March 2004 - June 2006
Neuberger Berman 2000 - 2004
Education
University of Hartford
Prasanna Polavarapu's OppenheimerFunds Experience October 2009 - December 2009
Job Oracle BI Apps conusltant at BART
Industry Transportation/Trucking/Railroad
Experience
BART December 2009 - Present
OppenheimerFunds October 2009 - December 2009
University of Connecticut February 2008 - September 2008
Wayne County Michigan June 2007 - February 2008
Cisco Systems March 2005 - March 2007
Logica CMG March 2004 - January 2005
Chitanya Infosys March 2001 - January 2003
Skills
PeopleSoft, OBIEE, Oracle Ingelligence, PeopleSoft Financial, SQL*Plus, Oracle BI Apps, OBIEE Admin, Data Warehousing, Business Intelligence, DB2, Oracle, Crystal Reports, Java, SDLC, PeopleTools, PL/SQL, SQL, Informatica, ETL
Education
University of Madras 1996 — 2000
Bachelors, IT
BART December 2009 - Present
OppenheimerFunds October 2009 - December 2009
University of Connecticut February 2008 - September 2008
Wayne County Michigan June 2007 - February 2008
Cisco Systems March 2005 - March 2007
Logica CMG March 2004 - January 2005
Chitanya Infosys March 2001 - January 2003
Skills
PeopleSoft, OBIEE, Oracle Ingelligence, PeopleSoft Financial, SQL*Plus, Oracle BI Apps, OBIEE Admin, Data Warehousing, Business Intelligence, DB2, Oracle, Crystal Reports, Java, SDLC, PeopleTools, PL/SQL, SQL, Informatica, ETL
Education
University of Madras 1996 — 2000
Bachelors, IT
Brendan Nelson, CIMA®'s OppenheimerFunds Experience May 2009 - August 2009
Job Internal Wholesaler
Industry Financial Services
Experience
Jackson February 2013 - Present
American Funds August 2010 - January 2013
OppenheimerFunds May 2009 - August 2009
Skills
Mutual Funds, Series 63, Series 6, Retirement Planning, Investment Management, 529 Plans, Retirement, Asset Allocation, Salesforce.com, 401k, Fixed Annuities, Investment Strategies, Life & Health Insurance..., IRAs, Qualified Retirement..., Sales Presentations, Investment Advisory, Morningstar, Defined Contribution, Series 7, Certified Investment...
Education
University of Missouri-Columbia, College of Business 2007 — 2010
Bachelor's Degree, Finance and Banking
Thunder Ridge HS
Jackson February 2013 - Present
American Funds August 2010 - January 2013
OppenheimerFunds May 2009 - August 2009
Skills
Mutual Funds, Series 63, Series 6, Retirement Planning, Investment Management, 529 Plans, Retirement, Asset Allocation, Salesforce.com, 401k, Fixed Annuities, Investment Strategies, Life & Health Insurance..., IRAs, Qualified Retirement..., Sales Presentations, Investment Advisory, Morningstar, Defined Contribution, Series 7, Certified Investment...
Education
University of Missouri-Columbia, College of Business 2007 — 2010
Bachelor's Degree, Finance and Banking
Thunder Ridge HS
Christina Neal's OppenheimerFunds Experience June 2009 - August 2011
Job Senior Manager Data Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Thomson Reuters August 2011 - April 2013
OppenheimerFunds June 2009 - August 2011
OppenheimerFunds March 2008 - September 2009
Skills
Fixed Income, Back Office, Portfolio Management, Trading, Data Analysis, Bloomberg, Financial Risk, Business Analysis, Equities, Derivatives, Asset Management, Relationship Management, Corporate Actions, Trading Systems, Mutual Funds, Securities
Education
University of Denver 2002 — 2006
BSBA, General Business and Minor in Economics
Charles Schwab April 2013 - Present
Thomson Reuters August 2011 - April 2013
OppenheimerFunds June 2009 - August 2011
OppenheimerFunds March 2008 - September 2009
Skills
Fixed Income, Back Office, Portfolio Management, Trading, Data Analysis, Bloomberg, Financial Risk, Business Analysis, Equities, Derivatives, Asset Management, Relationship Management, Corporate Actions, Trading Systems, Mutual Funds, Securities
Education
University of Denver 2002 — 2006
BSBA, General Business and Minor in Economics
Veronica LeQuire's OppenheimerFunds Experience June 2013 - Present
Job Sales Compensation Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2013 - Present
OppenheimerFunds April 2012 - June 2013
OppenheimerFunds May 2011 - April 2012
OppenheimerFunds September 2010 - May 2011
Skills
Series 6, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Outlook, Interpersonal..., Success Driven, Mutual Funds, Retirement Planning, Equities, Investments, Finance, 401k, Financial Analysis, Financial Services, Relationship Management, Retirement
Education
University of Denver - Daniels College of Business 2006 — 2010
Bachelor's degree, Finance, 3.69
Regis University 2012 — 2016
Master's degree, Accounting
OppenheimerFunds June 2013 - Present
OppenheimerFunds April 2012 - June 2013
OppenheimerFunds May 2011 - April 2012
OppenheimerFunds September 2010 - May 2011
Skills
Series 6, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Outlook, Interpersonal..., Success Driven, Mutual Funds, Retirement Planning, Equities, Investments, Finance, 401k, Financial Analysis, Financial Services, Relationship Management, Retirement
Education
University of Denver - Daniels College of Business 2006 — 2010
Bachelor's degree, Finance, 3.69
Regis University 2012 — 2016
Master's degree, Accounting
Eric Richter's OppenheimerFunds Experience March 2006 - June 2008
Job Investment Management Professional
Industry Investment Management
Experience
Schroders June 2014 - Present
Schroders October 2010 - June 2014
OppenheimerFunds March 2006 - June 2008
Alaska Permanent Fund Corporation February 2005 - March 2006
Loomis Sayles & Co July 1997 - February 2005
Schroders July 1992 - July 1997
Skills
Portfolio Management, Performance Attribution, CMBS, Fixed Income, MBS, Asset Management, ABS
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
BA, Economics
Schroders June 2014 - Present
Schroders October 2010 - June 2014
OppenheimerFunds March 2006 - June 2008
Alaska Permanent Fund Corporation February 2005 - March 2006
Loomis Sayles & Co July 1997 - February 2005
Schroders July 1992 - July 1997
Skills
Portfolio Management, Performance Attribution, CMBS, Fixed Income, MBS, Asset Management, ABS
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
BA, Economics
Mark Wellen's OppenheimerFunds Experience July 2013 - Present
Job Senior Compliance Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2013 - Present
ALPS Fund Services Inc. March 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds October 2005 - September 2010
Education
University of Denver 2000 — 2005
Bachelor of Science (BS), Finance, General
OppenheimerFunds July 2013 - Present
ALPS Fund Services Inc. March 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds October 2005 - September 2010
Education
University of Denver 2000 — 2005
Bachelor of Science (BS), Finance, General
Lisa Grotjan-Saladino's OppenheimerFunds Experience 1993 - 1996
Job Corporate Treasurer & Secretary, Chief Operations Officer at H&J Grotjan Farms, Inc.
Industry Government Administration
Experience
H&J Grotjan Farms, Inc. July 2012 - Present
UMB Bank 2005 - 2007
UMB Bank 2004 - 2005
Ameriprise Financial Services, Inc. 2003 - 2003
Premier Transportation 2000 - 2003
KPMG 1997 - 2000
Congresswoman Karen McCarthy 1996 - 1997
OppenheimerFunds 1993 - 1996
Stern Brothers 1992 - 1993
Llama Financial 1991 - 1991
Skills
Investments, Finance, Banking, Public Finance, Marketing, Customer Service, Team Building, Strategic Planning, Leadership, Project Management, Small Business, Management, Public Relations, Coaching, Strategy
Education
University of Missouri-Columbia 1983 — 1987
BSBA, Banking, Corporate, Finance, and Securities Law, Public Finance, Economics, Political Science
H&J Grotjan Farms, Inc. July 2012 - Present
UMB Bank 2005 - 2007
UMB Bank 2004 - 2005
Ameriprise Financial Services, Inc. 2003 - 2003
Premier Transportation 2000 - 2003
KPMG 1997 - 2000
Congresswoman Karen McCarthy 1996 - 1997
OppenheimerFunds 1993 - 1996
Stern Brothers 1992 - 1993
Llama Financial 1991 - 1991
Skills
Investments, Finance, Banking, Public Finance, Marketing, Customer Service, Team Building, Strategic Planning, Leadership, Project Management, Small Business, Management, Public Relations, Coaching, Strategy
Education
University of Missouri-Columbia 1983 — 1987
BSBA, Banking, Corporate, Finance, and Securities Law, Public Finance, Economics, Political Science
Venkat Eleswarapu's OppenheimerFunds Experience 2005 - 2009
Job Principal at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors 2012 - Present
Macquarie Group 2010 - March 2012
OppenheimerFunds 2005 - 2009
Texas Tech University 2005 - 2005
Southern Methodist University 1999 - 2005
Skills
Equities, Bloomberg, Financial Modeling, Investments, Hedge Funds, Research, Strategy, Finance, Quantitative Research, Capital Markets, Derivatives, Equity Research, Institutional..., Asset Management, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business
Ph.D., Finance
University of Utah - David Eccles School of Business
M.S., Finance
Trilogy Global Advisors 2012 - Present
Macquarie Group 2010 - March 2012
OppenheimerFunds 2005 - 2009
Texas Tech University 2005 - 2005
Southern Methodist University 1999 - 2005
Skills
Equities, Bloomberg, Financial Modeling, Investments, Hedge Funds, Research, Strategy, Finance, Quantitative Research, Capital Markets, Derivatives, Equity Research, Institutional..., Asset Management, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business
Ph.D., Finance
University of Utah - David Eccles School of Business
M.S., Finance
Andrea Rahmanan's OppenheimerFunds Experience May 2012 - August 2012
Job Software Engineer at FactSet Research Systems
Industry Computer Software
Experience
FactSet Research Systems June 2013 - Present
OppenheimerFunds May 2012 - August 2012
mohchi August 2011 - January 2012
Skills
HTML, Java, JavaScript, CSS, jQuery, Hibernate, C, C++, PHP, SQL, Python, LAMP, AJAX, JSP, XML, JSON, SpringSource, Unix, MySQL, JUnit
Education
University of Maryland Baltimore County 2010 — 2013
Bachelor of Science (BS), Computer Science, 3.82
FactSet Research Systems June 2013 - Present
OppenheimerFunds May 2012 - August 2012
mohchi August 2011 - January 2012
Skills
HTML, Java, JavaScript, CSS, jQuery, Hibernate, C, C++, PHP, SQL, Python, LAMP, AJAX, JSP, XML, JSON, SpringSource, Unix, MySQL, JUnit
Education
University of Maryland Baltimore County 2010 — 2013
Bachelor of Science (BS), Computer Science, 3.82
Joseph Heller's OppenheimerFunds Experience May 2015 - Present
Job Marketing Associate at OppenheimerFunds
Industry Investment Banking
Experience
OppenheimerFunds May 2015 - Present
Bessemer Trust 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
JLM Pacific Epoch October 2011 - January 2012
Pennant Park Investment Corporation June 2011 - August 2011
Clearview Trading June 2010 - August 2010
Skills
Mandarin
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's degree, Finance, 3.7
Ramaz
OppenheimerFunds May 2015 - Present
Bessemer Trust 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
JLM Pacific Epoch October 2011 - January 2012
Pennant Park Investment Corporation June 2011 - August 2011
Clearview Trading June 2010 - August 2010
Skills
Mandarin
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's degree, Finance, 3.7
Ramaz
Brandan Hinton's OppenheimerFunds Experience July 2015 - Present
Job Lead Network Engineer
Industry Information Technology and Services
Sirisha Jasty's OppenheimerFunds Experience June 2014 - Present
Job Technical QA Analyst at OppenheimerFunds
Industry Computer Software
Experience
OppenheimerFunds June 2014 - Present
WellDyneRx May 2013 - June 2014
onTargetjobs November 2012 - May 2013
InfoNow Corporation August 2005 - November 2012
Mckesson Corporation August 2004 - July 2005
Sun Microsystems July 2002 - July 2004
Skills
Agile Methodologies, Quality Assurance..., Scrum, Requirements Analysis, Testing, PL/SQL, SQL Server Management..., Software Quality..., Manual Testing, Databases, XML, Unix, Quality Assurance, SQL, JIRA, Java, System Testing, Test Automation, Web Services, Test Planning, Microsoft SQL Server, Mobile Testing, Regression Testing, Agile Project Management, Test Management, Subversion, Integration Testing, SDLC, Integration, User Acceptance Testing, Selenium, REST, Software Development, Perl, JUnit, Oracle, Agile Testing, Visual Studio, TFS
Education
University of Denver 2002 — 2004
Master's degree in Math and Computer science, Computer Software Engineering, A
OppenheimerFunds June 2014 - Present
WellDyneRx May 2013 - June 2014
onTargetjobs November 2012 - May 2013
InfoNow Corporation August 2005 - November 2012
Mckesson Corporation August 2004 - July 2005
Sun Microsystems July 2002 - July 2004
Skills
Agile Methodologies, Quality Assurance..., Scrum, Requirements Analysis, Testing, PL/SQL, SQL Server Management..., Software Quality..., Manual Testing, Databases, XML, Unix, Quality Assurance, SQL, JIRA, Java, System Testing, Test Automation, Web Services, Test Planning, Microsoft SQL Server, Mobile Testing, Regression Testing, Agile Project Management, Test Management, Subversion, Integration Testing, SDLC, Integration, User Acceptance Testing, Selenium, REST, Software Development, Perl, JUnit, Oracle, Agile Testing, Visual Studio, TFS
Education
University of Denver 2002 — 2004
Master's degree in Math and Computer science, Computer Software Engineering, A
Ann Visser's OppenheimerFunds Experience 1992 - 1995
Job Compliance, Audit and Application Security Analyst at CIGNA Healthcare
Industry Hospital & Health Care
Experience
CIGNA Healthcare 2008 - Present
Great-West Healthcare 1995 - 2008
OppenheimerFunds 1992 - 1995
Rocky Mountain Bank Card 1990 - 1992
Dallas County Data Services 1985 - 1990
Education
University of Iowa 1978 — 1982
BA, Elementary Education with Math emphasis
Kirkwood Community College
AAS Computer Programming Technology
CIGNA Healthcare 2008 - Present
Great-West Healthcare 1995 - 2008
OppenheimerFunds 1992 - 1995
Rocky Mountain Bank Card 1990 - 1992
Dallas County Data Services 1985 - 1990
Education
University of Iowa 1978 — 1982
BA, Elementary Education with Math emphasis
Kirkwood Community College
AAS Computer Programming Technology
Brandy Noriega's OppenheimerFunds Experience July 2013 - February 2014
Job Intake Specialist at Burg Simpson Eldredge Hersh & Jardine, P.C.
Industry Law Practice
Experience
Burg Simpson Eldredge Hersh & Jardine, P.C. November 2014 - Present
Smashburger Corporation February 2014 - November 2014
OppenheimerFunds July 2013 - February 2014
Davis Schilken, PC 2012 - 2013
Skills
Microsoft Excel, Legal Assistance, Document Review
Education
University of Denver - Sturm College of Law 2014 — 2018
Juris Doctor
University of Denver 2008 — 2012
Bachelor of Arts (BA), Human Communications, Spanish, Philosophy
Burg Simpson Eldredge Hersh & Jardine, P.C. November 2014 - Present
Smashburger Corporation February 2014 - November 2014
OppenheimerFunds July 2013 - February 2014
Davis Schilken, PC 2012 - 2013
Skills
Microsoft Excel, Legal Assistance, Document Review
Education
University of Denver - Sturm College of Law 2014 — 2018
Juris Doctor
University of Denver 2008 — 2012
Bachelor of Arts (BA), Human Communications, Spanish, Philosophy
Brent Rankin's OppenheimerFunds Experience April 1997 - March 2011
Job Business Analyst at Athene USA
Industry Insurance
Experience
Athene USA July 2014 - Present
Visiont October 2012 - July 2014
Rankin Communication Systems March 2011 - October 2012
OppenheimerFunds April 1997 - March 2011
Bank of America - Security Pacific October 1993 - February 1997
Maurices Distribution Ctr 1987 - 1991
Skills
Business Analysis, Visio, Business Requirements, Requirements Gathering, SDLC, Requirements Analysis, Analysis, Insurance, Process Improvement, Vendor Management, Business Process..., SharePoint, Software Documentation
Education
University of Iowa 1988 — 2003
Bachelor's Degree, Economics
Johnston High School 1984 — 1988
High School
Athene USA July 2014 - Present
Visiont October 2012 - July 2014
Rankin Communication Systems March 2011 - October 2012
OppenheimerFunds April 1997 - March 2011
Bank of America - Security Pacific October 1993 - February 1997
Maurices Distribution Ctr 1987 - 1991
Skills
Business Analysis, Visio, Business Requirements, Requirements Gathering, SDLC, Requirements Analysis, Analysis, Insurance, Process Improvement, Vendor Management, Business Process..., SharePoint, Software Documentation
Education
University of Iowa 1988 — 2003
Bachelor's Degree, Economics
Johnston High School 1984 — 1988
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY