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
Jamie Rippy Jamie Rippy's OppenheimerFunds Experience May 2013 - April 2014
Job National Sales Representative at 24HourFlex
Industry Financial Services
Experience
24HourFlex July 2014 - Present
OppenheimerFunds May 2013 - April 2014
JPMorgan Chase July 2010 - May 2013
Retirement Planning Services, Inc. September 2008 - July 2010
Skills
Series 7, Series 63, Investments, Mutual Funds, Retirement, Retirement Planning, Asset Managment, 401k, Securities, Asset Management, Asset Allocation
Education
University of Northern Iowa 2004 — 2008
Bachelor's degree, Business Administration and Management, General
24HourFlex July 2014 - Present
OppenheimerFunds May 2013 - April 2014
JPMorgan Chase July 2010 - May 2013
Retirement Planning Services, Inc. September 2008 - July 2010
Skills
Series 7, Series 63, Investments, Mutual Funds, Retirement, Retirement Planning, Asset Managment, 401k, Securities, Asset Management, Asset Allocation
Education
University of Northern Iowa 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Brian C. Finley Brian C. Finley's OppenheimerFunds Experience December 1999 - May 2006
Job Vice President of Application Development ■ Director ■ 20+ Years of Experience
Industry Information Technology and Services
Experience
Wells Fargo August 2015 - Present
BSI Group March 2013 - July 2015
Wells Fargo September 2011 - February 2013
Translational Genomics Research Institute (TGen) April 2009 - August 2011
AAA Northern California, Nevada & Utah June 2006 - March 2009
OppenheimerFunds December 1999 - May 2006
OppenheimerFunds December 1997 - December 1999
OppenheimerFunds August 1994 - November 1997
Synergen January 1993 - July 1994
Skills
Program Management, Project Management, Software Development, IT Strategy, Team Leadership, Leadership, Scrum, Management, SaaS, Waterfall, Agile Project Management, SQL, Disaster Recovery, Oracle, Enterprise Software, Integration, SDLC, CRM, Strategy, IT Management, Start-ups, Risk Management, Product Management, Business Analysis, Salesforce.com, Analysis, Agile Methodologies, Vendor Management, Process Improvement, Requirements Analysis, Consulting
Education
University of Oklahoma - Price College of Business 1989 — 1992
BBA, Managment Information Systems
Wells Fargo August 2015 - Present
BSI Group March 2013 - July 2015
Wells Fargo September 2011 - February 2013
Translational Genomics Research Institute (TGen) April 2009 - August 2011
AAA Northern California, Nevada & Utah June 2006 - March 2009
OppenheimerFunds December 1999 - May 2006
OppenheimerFunds December 1997 - December 1999
OppenheimerFunds August 1994 - November 1997
Synergen January 1993 - July 1994
Skills
Program Management, Project Management, Software Development, IT Strategy, Team Leadership, Leadership, Scrum, Management, SaaS, Waterfall, Agile Project Management, SQL, Disaster Recovery, Oracle, Enterprise Software, Integration, SDLC, CRM, Strategy, IT Management, Start-ups, Risk Management, Product Management, Business Analysis, Salesforce.com, Analysis, Agile Methodologies, Vendor Management, Process Improvement, Requirements Analysis, Consulting
Education
University of Oklahoma - Price College of Business 1989 — 1992
BBA, Managment Information Systems
Brandon Jankowski Brandon Jankowski's OppenheimerFunds Experience August 2012 - August 2014
Job MBA Candidate, Wisconsin School of Business
Industry Investment Management
Experience
OppenheimerFunds August 2012 - August 2014
JPMorgan Chase August 2011 - August 2012
Vector Marketing June 2006 - August 2011
Skills
Sales, Cold Calling, Sales Operations, Leadership, Financial Analysis, Direct Sales, Financial Modeling, Valuation, Fixed Income Analysis, Fixed Income Portfolio..., Mutual Funds, Asset Allocation
Education
University of Wisconsin-Madison 2014 — 2016
Master of Business Administration (MBA), Applied Security Analysis
University of Northern Colorado 2006 — 2010
Bachelor of Science, Business: Finance
OppenheimerFunds August 2012 - August 2014
JPMorgan Chase August 2011 - August 2012
Vector Marketing June 2006 - August 2011
Skills
Sales, Cold Calling, Sales Operations, Leadership, Financial Analysis, Direct Sales, Financial Modeling, Valuation, Fixed Income Analysis, Fixed Income Portfolio..., Mutual Funds, Asset Allocation
Education
University of Wisconsin-Madison 2014 — 2016
Master of Business Administration (MBA), Applied Security Analysis
University of Northern Colorado 2006 — 2010
Bachelor of Science, Business: Finance
Dawn Rutkowski Dawn Rutkowski's OppenheimerFunds Experience May 1998 - Present
Job Complex Financial Representative at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 1998 - Present
doTERRA Essential Oil August 2014 - Present
Skills
Financial Services, Customer Service, Business Process..., Teamwork, Team Building, Process Improvement, Training, Research, 10 Key, Microsoft Excel, Microsoft Word, Photoshop, Social Media, Data Analysis, Continuous Improvement, Telephone Skills, Quality Assurance, Retail, Mutual Funds, 403 b, IRAs
Education
University of Northern Colorado 1987 — 1992
Bachelor of Science (B.S.), Marketing
OppenheimerFunds May 1998 - Present
doTERRA Essential Oil August 2014 - Present
Skills
Financial Services, Customer Service, Business Process..., Teamwork, Team Building, Process Improvement, Training, Research, 10 Key, Microsoft Excel, Microsoft Word, Photoshop, Social Media, Data Analysis, Continuous Improvement, Telephone Skills, Quality Assurance, Retail, Mutual Funds, 403 b, IRAs
Education
University of Northern Colorado 1987 — 1992
Bachelor of Science (B.S.), Marketing
Anthony Bamonte's OppenheimerFunds Experience June 2006 - Present
Job Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2006 - Present
Morgan Stanley 1996 - 2005
PNC Bank 1990 - 1996
Skills
Series 7, Wealth Management, Mutual Funds, College Savings Plans, 529 Plans, Alternative Investments, Asset Allocation, Investments, Separately Managed...
Education
University of Pittsburgh
Pittsburgh Central Catholic High School
OppenheimerFunds June 2006 - Present
Morgan Stanley 1996 - 2005
PNC Bank 1990 - 1996
Skills
Series 7, Wealth Management, Mutual Funds, College Savings Plans, 529 Plans, Alternative Investments, Asset Allocation, Investments, Separately Managed...
Education
University of Pittsburgh
Pittsburgh Central Catholic High School
Jayne Gnadt, PMP Jayne Gnadt, PMP's OppenheimerFunds Experience July 1995 - February 2006
Job President at Training Solutions, LLC
Industry Professional Training & Coaching
Experience
Training Solutions, LLC February 2006 - Present
Mindavation January 2007 - December 2007
OppenheimerFunds July 1995 - February 2006
Citigroup 1980 - 1995
Skills
Leadership Development, Project Management, Instructional Design, Coaching, Organizational..., Negotiation, Executive Coaching, Organizational..., Team Leadership, Needs Analysis, Training Delivery, Vendor Management, PMP, Training, Public Speaking, Change Management, Business Analysis, Performance Management, Adult Education, Leadership, Program Management, Workshop Facilitation, MS Project, Management Consulting, Team Building, Talent Management, Business Process..., Process Improvement, Consulting, Performance Improvement, Employee Engagement, Staff Development, Succession Planning, Career Development, Conflict Resolution, Personal Development, E-Learning, Emotional Intelligence, Management Development, Culture Change, Learning Management, Employee Training, Organizational Design, Career Counseling, Career Management, MBTI, Strategy, Interviews, Facilitation, Human Resources
Education
University of Northern Colorado
BA, Education
Training Solutions, LLC February 2006 - Present
Mindavation January 2007 - December 2007
OppenheimerFunds July 1995 - February 2006
Citigroup 1980 - 1995
Skills
Leadership Development, Project Management, Instructional Design, Coaching, Organizational..., Negotiation, Executive Coaching, Organizational..., Team Leadership, Needs Analysis, Training Delivery, Vendor Management, PMP, Training, Public Speaking, Change Management, Business Analysis, Performance Management, Adult Education, Leadership, Program Management, Workshop Facilitation, MS Project, Management Consulting, Team Building, Talent Management, Business Process..., Process Improvement, Consulting, Performance Improvement, Employee Engagement, Staff Development, Succession Planning, Career Development, Conflict Resolution, Personal Development, E-Learning, Emotional Intelligence, Management Development, Culture Change, Learning Management, Employee Training, Organizational Design, Career Counseling, Career Management, MBTI, Strategy, Interviews, Facilitation, Human Resources
Education
University of Northern Colorado
BA, Education
Jacquelyn Schick Jacquelyn Schick's OppenheimerFunds Experience October 1995 - February 2001
Job CoFounder, Executive Access, LLC
Industry Financial Services
Experience
Executive Access, LLC January 2002 - Present
OppenheimerFunds October 1995 - February 2001
Fidelity Investments May 1990 - October 1995
Education
University of Richmond 1984 — 1988
BS in BA, Finance/Marketing
Executive Access, LLC January 2002 - Present
OppenheimerFunds October 1995 - February 2001
Fidelity Investments May 1990 - October 1995
Education
University of Richmond 1984 — 1988
BS in BA, Finance/Marketing
Molly Hausmann Molly Hausmann's OppenheimerFunds Experience April 2015 - Present
Job Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
Point B November 2012 - December 2013
OppenheimerFunds October 2004 - February 2012
OppenheimerFunds October 2004 - September 2010
Accenture September 2000 - October 2004
Skills
Business Analysis, Process Improvement, Vendor Management, SDLC, Change Management, Financial Services, Business Process..., Mutual Funds, PMO, Program Management, Project Management, Risk Management, Management, Leadership, Business Process, Strategic Planning, IT Strategy
Education
University of Nebraska-Lincoln 1995 — 2000
Bachelor of Science, Business Administration; Accounting
OppenheimerFunds April 2015 - Present
Point B November 2012 - December 2013
OppenheimerFunds October 2004 - February 2012
OppenheimerFunds October 2004 - September 2010
Accenture September 2000 - October 2004
Skills
Business Analysis, Process Improvement, Vendor Management, SDLC, Change Management, Financial Services, Business Process..., Mutual Funds, PMO, Program Management, Project Management, Risk Management, Management, Leadership, Business Process, Strategic Planning, IT Strategy
Education
University of Nebraska-Lincoln 1995 — 2000
Bachelor of Science, Business Administration; Accounting
Yadavan Mahendraraj Yadavan Mahendraraj's OppenheimerFunds Experience June 2013 - August 2013
Job Business Analyst at Censeo Consulting Group
Industry Management Consulting
Experience
Censeo Consulting Group August 2014 - Present
University of Pennsylvania August 2010 - May 2014
OppenheimerFunds June 2013 - August 2013
Skills
Data Analysis, Marketing Strategy, Marketing, Leadership, Microsoft Office, Time Management, CRM, Salesforce.com, Management, Coaching, Analysis, Customer Service, Market Research, PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, Strategy, Spanish
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science, Economics
Northern Highlands Regional High School 2006 — 2010
Censeo Consulting Group August 2014 - Present
University of Pennsylvania August 2010 - May 2014
OppenheimerFunds June 2013 - August 2013
Skills
Data Analysis, Marketing Strategy, Marketing, Leadership, Microsoft Office, Time Management, CRM, Salesforce.com, Management, Coaching, Analysis, Customer Service, Market Research, PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, Strategy, Spanish
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science, Economics
Northern Highlands Regional High School 2006 — 2010
Jynnifer Loudner Jynnifer Loudner's OppenheimerFunds Experience January 1996 - March 1998
Job Project Manager at Keysight Technologies
Industry Electrical/Electronic Manufacturing
Experience
Keysight Technologies April 1998 - Present
Agilent Technologies April 1998 - August 2014
OppenheimerFunds January 1996 - March 1998
Skills
Cross-functional Team..., Program Management, Six Sigma, Process Improvement, Business Process..., PMO, Project Management, Process Engineering, Business Process, Integration, Change Management, Continuous Improvement
Education
University of Northern Colorado 1991 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Keysight Technologies April 1998 - Present
Agilent Technologies April 1998 - August 2014
OppenheimerFunds January 1996 - March 1998
Skills
Cross-functional Team..., Program Management, Six Sigma, Process Improvement, Business Process..., PMO, Project Management, Process Engineering, Business Process, Integration, Change Management, Continuous Improvement
Education
University of Northern Colorado 1991 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Doug Binder Doug Binder's OppenheimerFunds Experience December 1995 - December 1998
Job Finance Director at Swift Communications, Inc.
Industry Wireless
Experience
Swift Communications, Inc. August 2015 - Present
Swift Communications June 2014 - August 2015
Viaero Wireless June 2011 - June 2014
Lebsacks Feed and Seed Co., Inc. May 2001 - June 2011
Happy Valley Telephone Company 2001 - June 2011
Performance Plus Liquid Feeds Inc. December 1998 - May 2001
OppenheimerFunds December 1995 - December 1998
Skills
Strategic Planning, Executive Management, Forecasting, Financial Modeling, Accounting, Inventory Management, Budgeting, Financial Analysis, Financial Planning, Financial Reporting, Corporate Finance, Excel, Business Strategy, Process Improvement, Financial Management, Capital Budgeting, Planning, Business Planning, Competitive Analysis, P&L Management, Financial Accounting, Financial Forecasting, Cash Flow, Business Analysis, Budget Analysis, Cost Accounting, Pricing, Market Analysis, Contract Negotiation, General Ledger, P&L, Business Valuation, Negotiation, Budgets, Strategic Financial..., Leadership, Management, Finance, Mergers & Acquisitions, Sales, Telecommunications, Investments, Operations Management, Coaching, Cross-functional Team..., Sales Operations, Customer Retention, Risk Management, New Business Development, Start-ups
Education
University of Northern Colorado 1989 — 1993
BA, Finance
Smoky Hill High School
Swift Communications, Inc. August 2015 - Present
Swift Communications June 2014 - August 2015
Viaero Wireless June 2011 - June 2014
Lebsacks Feed and Seed Co., Inc. May 2001 - June 2011
Happy Valley Telephone Company 2001 - June 2011
Performance Plus Liquid Feeds Inc. December 1998 - May 2001
OppenheimerFunds December 1995 - December 1998
Skills
Strategic Planning, Executive Management, Forecasting, Financial Modeling, Accounting, Inventory Management, Budgeting, Financial Analysis, Financial Planning, Financial Reporting, Corporate Finance, Excel, Business Strategy, Process Improvement, Financial Management, Capital Budgeting, Planning, Business Planning, Competitive Analysis, P&L Management, Financial Accounting, Financial Forecasting, Cash Flow, Business Analysis, Budget Analysis, Cost Accounting, Pricing, Market Analysis, Contract Negotiation, General Ledger, P&L, Business Valuation, Negotiation, Budgets, Strategic Financial..., Leadership, Management, Finance, Mergers & Acquisitions, Sales, Telecommunications, Investments, Operations Management, Coaching, Cross-functional Team..., Sales Operations, Customer Retention, Risk Management, New Business Development, Start-ups
Education
University of Northern Colorado 1989 — 1993
BA, Finance
Smoky Hill High School
Ari Litan Ari Litan's OppenheimerFunds Experience 2006 - 2006
Job Co Founder at Swish
Industry Computer Software
Experience
Swish November 2014 - Present
Main Street Genome March 2014 - October 2014
Morgan Stanley May 2007 - March 2014
Oppenheimerfunds 2006 - 2006
Skills
Clojure, Data Science, Statistics, Big Data, Volatility, Equity Derivatives, Options, Equities, Derivatives, ETFs, Fixed Income, Trading Systems, Hedge Funds, Alternative Investments, Equity Trading, Trading, Bloomberg, Structured Products, Swaps, Financial Markets, Capital Markets, Series 7, Electronic Trading, Data Analysis, Engineering, Electrical Engineering, Computer Engineering, Product Development, Python, Stata, Programming, Java, Data Mining, Statistical Data..., Financial Modeling, Emerging Markets, Analysis, Valuation, Investments, Start-ups
Education
University of Pennsylvania 2004 — 2008
BSE, Systems Science and Engineering
Swish November 2014 - Present
Main Street Genome March 2014 - October 2014
Morgan Stanley May 2007 - March 2014
Oppenheimerfunds 2006 - 2006
Skills
Clojure, Data Science, Statistics, Big Data, Volatility, Equity Derivatives, Options, Equities, Derivatives, ETFs, Fixed Income, Trading Systems, Hedge Funds, Alternative Investments, Equity Trading, Trading, Bloomberg, Structured Products, Swaps, Financial Markets, Capital Markets, Series 7, Electronic Trading, Data Analysis, Engineering, Electrical Engineering, Computer Engineering, Product Development, Python, Stata, Programming, Java, Data Mining, Statistical Data..., Financial Modeling, Emerging Markets, Analysis, Valuation, Investments, Start-ups
Education
University of Pennsylvania 2004 — 2008
BSE, Systems Science and Engineering
Jay Bopp Jay Bopp's OppenheimerFunds Experience February 2008 - Present
Job Sr. Trader, AVP at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2008 - Present
OppenheimerFunds October 2006 - February 2008
OppenheimerFunds March 2004 - October 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Outlook, Charles River IMS, Microsoft Word, PowerPoint, ITG, Execution Management..., Algo, Dark Pools, Omgeo Oasys, RediPlus, MacGregor
Education
University of Northern Colorado 2001 — 2003
Bachelor of Science, Business Administration, Finance, Economics
OppenheimerFunds February 2008 - Present
OppenheimerFunds October 2006 - February 2008
OppenheimerFunds March 2004 - October 2006
Skills
Bloomberg, Reuters, Microsoft Excel, Outlook, Charles River IMS, Microsoft Word, PowerPoint, ITG, Execution Management..., Algo, Dark Pools, Omgeo Oasys, RediPlus, MacGregor
Education
University of Northern Colorado 2001 — 2003
Bachelor of Science, Business Administration, Finance, Economics
James A. Shaw James A. Shaw's OppenheimerFunds Experience January 1993 - January 1996
Job Executive Vice President of the Central Region at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Davis Advisors January 2008 - June 2010
Davis Advisors January 1997 - January 2008
ZURICH/KEMPER FUNDS January 1996 - January 1997
OppenheimerFunds January 1993 - January 1996
Merrill Lynch January 1991 - January 1992
Skills
Wealth Management, Financial Services, Financial Planning, Estate Planning..., Insurance Planning, Retirement Planning..., Executive Benefits...
Education
University of Northern Colorado
Bachelor of Arts, Finance
University of Phoenix
Master, Business Administration
AXA Advisors November 2011 - Present
Davis Advisors January 2008 - June 2010
Davis Advisors January 1997 - January 2008
ZURICH/KEMPER FUNDS January 1996 - January 1997
OppenheimerFunds January 1993 - January 1996
Merrill Lynch January 1991 - January 1992
Skills
Wealth Management, Financial Services, Financial Planning, Estate Planning..., Insurance Planning, Retirement Planning..., Executive Benefits...
Education
University of Northern Colorado
Bachelor of Arts, Finance
University of Phoenix
Master, Business Administration
Tony Arnese Tony Arnese's OppenheimerFunds Experience August 2015 - Present
Job Sr. Portfolio Manager at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2015 - Present
OppenheimerFunds July 2009 - Present
Silver Oak Asset Mgt. September 2008 - June 2009
Swiss Re June 2001 - August 2008
Silver Oak Asset Management 1999 - June 2001
Northstar Asset Management Corp 1993 - 1999
National Securities and Research Corp. 1992 - 1993
Education
University of Scranton 1988 — 1992
BS, Finance
OppenheimerFunds August 2015 - Present
OppenheimerFunds July 2009 - Present
Silver Oak Asset Mgt. September 2008 - June 2009
Swiss Re June 2001 - August 2008
Silver Oak Asset Management 1999 - June 2001
Northstar Asset Management Corp 1993 - 1999
National Securities and Research Corp. 1992 - 1993
Education
University of Scranton 1988 — 1992
BS, Finance
Kelly Tidwell Kelly Tidwell's OppenheimerFunds Experience June 2010 - August 2010
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Keefe, Bruyette & Woods May 2011 - January 2012
OppenheimerFunds June 2010 - August 2010
Invesco Ltd. 2009 - 2009
Skills
Financial Analysis, Bloomberg, Series 7, Valuation, Portfolio Management, Series 63, Capital IQ, Investment Banking, Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Banking
Education
University of Richmond 2007 — 2011
Bachelor of Science (B.S.), Finance, Spanish
SunTrust Robinson Humphrey June 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Keefe, Bruyette & Woods May 2011 - January 2012
OppenheimerFunds June 2010 - August 2010
Invesco Ltd. 2009 - 2009
Skills
Financial Analysis, Bloomberg, Series 7, Valuation, Portfolio Management, Series 63, Capital IQ, Investment Banking, Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Banking
Education
University of Richmond 2007 — 2011
Bachelor of Science (B.S.), Finance, Spanish
Katie (Moss) Herzog Katie (Moss) Herzog's OppenheimerFunds Experience November 2011 - September 2013
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock May 2015 - Present
BlackRock September 2013 - May 2015
OppenheimerFunds November 2011 - September 2013
Rosetta August 2008 - November 2011
Goldman Sachs June 2007 - August 2007
Skills
Market Research, Segmentation, Marketing Strategy, Google Analytics, Project Management, SPSS, Consulting, Microsoft Excel, Qualitative Research, Data Analytics, Brand Development..., Quantitative Research, Mutual Funds, Advertising
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Marketing, Minor in Psychology, GPA 3.90
Community School of Naples 2000 — 2004
HS Diploma, General
Buckley Country Day School
BlackRock May 2015 - Present
BlackRock September 2013 - May 2015
OppenheimerFunds November 2011 - September 2013
Rosetta August 2008 - November 2011
Goldman Sachs June 2007 - August 2007
Skills
Market Research, Segmentation, Marketing Strategy, Google Analytics, Project Management, SPSS, Consulting, Microsoft Excel, Qualitative Research, Data Analytics, Brand Development..., Quantitative Research, Mutual Funds, Advertising
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Marketing, Minor in Psychology, GPA 3.90
Community School of Naples 2000 — 2004
HS Diploma, General
Buckley Country Day School
Bart Farrell Bart Farrell's OppenheimerFunds Experience February 2003 - April 2005
Job Regional Vice President at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Ivy Funds Distributor, Inc. January 2011 - Present
Ivy Funds February 2008 - December 2010
OppenheimerFunds February 2003 - April 2005
Skills
Series 7, Separately Managed..., Series 65, Series 63, Mutual Funds, Series 6, Alternative Investments, Closed-end Funds, Investment Advisory, Asset Allocation, 401k
Education
University of Scranton 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Ivy Funds Distributor, Inc. January 2011 - Present
Ivy Funds February 2008 - December 2010
OppenheimerFunds February 2003 - April 2005
Skills
Series 7, Separately Managed..., Series 65, Series 63, Mutual Funds, Series 6, Alternative Investments, Closed-end Funds, Investment Advisory, Asset Allocation, 401k
Education
University of Scranton 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Nathan Jensen Nathan Jensen's OppenheimerFunds Experience September 2007 - April 2014
Job Internal Wholesaler at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
Jackson April 2014 - Present
OppenheimerFunds September 2007 - April 2014
Skills
Leadership, Series 63, 401k, Customer Service, Mutual Funds, Retirement Planning, Series 6, Investments, Financial Services, Retirement, Account Management, Finance, Sales, IRAs, Securities, Qualified Retirement..., Salesforce.com, Roth IRA, Direct Sales, Outlook
Education
University of Northern Colorado 2001 — 2006
Bachelor, Business Management
Jackson April 2014 - Present
OppenheimerFunds September 2007 - April 2014
Skills
Leadership, Series 63, 401k, Customer Service, Mutual Funds, Retirement Planning, Series 6, Investments, Financial Services, Retirement, Account Management, Finance, Sales, IRAs, Securities, Qualified Retirement..., Salesforce.com, Roth IRA, Direct Sales, Outlook
Education
University of Northern Colorado 2001 — 2006
Bachelor, Business Management
Alex Schardt, CRPC's OppenheimerFunds Experience December 2014 - Present
Job VP, Senior Advisor Consultant, Inland Empire/Las Vegas at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
OppenheimerFunds December 2011 - Present
OppenheimerFunds February 2007 - November 2011
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Equities, Financial Advisory, Capital Markets, 401k, Series 7, Series 63, Emerging Markets, Alternative Investments, Wealth Management, Retirement Planning, Asset Management, Securities, Relationship Management, Portfolio Management, Retirement, Investment Strategies, Business Development, Sales Presentations, Sales, New Business Development, Investment Advisory, Banking, Globalization, Selling, Strategy, Presentations
Education
University of San Francisco 1994 — 1999
Bachelor, Science
OppenheimerFunds December 2014 - Present
OppenheimerFunds December 2011 - Present
OppenheimerFunds February 2007 - November 2011
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Equities, Financial Advisory, Capital Markets, 401k, Series 7, Series 63, Emerging Markets, Alternative Investments, Wealth Management, Retirement Planning, Asset Management, Securities, Relationship Management, Portfolio Management, Retirement, Investment Strategies, Business Development, Sales Presentations, Sales, New Business Development, Investment Advisory, Banking, Globalization, Selling, Strategy, Presentations
Education
University of San Francisco 1994 — 1999
Bachelor, Science
John Sullivan John Sullivan's OppenheimerFunds Experience 1997 - 2000
Job EditorinChief of 401(k) Specialist Magazine
Industry Financial Services
Experience
401(k) Specialist Magazine June 2014 - Present
Investment Advisor Magazine June 2004 - November 2013
Jackson National Life May 2003 - June 2004
Penton Media July 2000 - April 2003
OppenheimerFunds 1997 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Blogging, Social Networking, Marketing, Magazines, Public Relations, Social Media, Social Media Marketing, Editorial, Financial Services, Management, Investments, Financial Planning, Mutual Funds, Journalism, Leadership
Education
University of Vermont 1988 — 1992
Parks, Recreation and Leisure Studies
University of Phoenix 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
401(k) Specialist Magazine June 2014 - Present
Investment Advisor Magazine June 2004 - November 2013
Jackson National Life May 2003 - June 2004
Penton Media July 2000 - April 2003
OppenheimerFunds 1997 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Blogging, Social Networking, Marketing, Magazines, Public Relations, Social Media, Social Media Marketing, Editorial, Financial Services, Management, Investments, Financial Planning, Mutual Funds, Journalism, Leadership
Education
University of Vermont 1988 — 1992
Parks, Recreation and Leisure Studies
University of Phoenix 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Andy Bakker's OppenheimerFunds Experience 1998 - 2002
Job Sales
Industry Construction
Experience
Blu Sky Restoration Contractors 2004 - May 2015
Interstate Restoration Group July 2003 - May 2004
OppenheimerFunds 1998 - 2002
Skills
Mold Remediation, Framing, Operating Budgets, Construction, Flooring, Roofers, Contractors, Water Damage, Process Scheduler, Project Estimation, Expert Witness, Restoration, Residential Homes, Plumbing, Contract Management, Change Orders, Remediation, Pre-construction, Water Damage Restoration, Contract Negotiation, Value Engineering, Design-Build, Project Bidding, Renovation, Concrete, Green Building, Fire Management, Project Management, Operations Management, Demolition, Reconstruction, Construction Management, Construction Safety, Drywall, Fire Restoration, Blueprint Reading, Water, Mitigation, Subcontracting, Custom Homes, LEED AP, LEED, Tenant Improvement, Claim, Asbestos, Claims Management, CPM Scheduling, HVAC, Mold, Submittals
Education
University of Northern Iowa 1995 — 1997
Bachelors, Finance
Blu Sky Restoration Contractors 2004 - May 2015
Interstate Restoration Group July 2003 - May 2004
OppenheimerFunds 1998 - 2002
Skills
Mold Remediation, Framing, Operating Budgets, Construction, Flooring, Roofers, Contractors, Water Damage, Process Scheduler, Project Estimation, Expert Witness, Restoration, Residential Homes, Plumbing, Contract Management, Change Orders, Remediation, Pre-construction, Water Damage Restoration, Contract Negotiation, Value Engineering, Design-Build, Project Bidding, Renovation, Concrete, Green Building, Fire Management, Project Management, Operations Management, Demolition, Reconstruction, Construction Management, Construction Safety, Drywall, Fire Restoration, Blueprint Reading, Water, Mitigation, Subcontracting, Custom Homes, LEED AP, LEED, Tenant Improvement, Claim, Asbestos, Claims Management, CPM Scheduling, HVAC, Mold, Submittals
Education
University of Northern Iowa 1995 — 1997
Bachelors, Finance
Debra Montoya Debra Montoya's OppenheimerFunds Experience 1992 - 2002
Job Executive Assistant at Envision Healthcare Corp
Industry Executive Office
Experience
Envision Healthcare Corporation February 2008 - Present
Lehman Brothers Bank - ALS 2002 - 2008
OppenheimerFunds 1992 - 2002
Skills
Project Planning, Strategic Planning, Healthcare, Budgets, Public Relations, Employee Relations, Travel Arrangements, Teamwork, Change Management, Team Leadership, Public Speaking, Performance Management, Kronos, Non-profits, Financial Analysis, Organizational..., Leadership Development, Forecasting, Time Management, HRIS, System Administration, Healthcare Management, Training, Analysis, Operations Management, Social Media, Marketing Strategy, Management, Leadership, Policy
Education
University of Phoenix 2009 — 2013
Bachelors, Business Administration
University of Phoenix 2006 — 2008
Associates, Arts of Business
Greeley West
Envision Healthcare Corporation February 2008 - Present
Lehman Brothers Bank - ALS 2002 - 2008
OppenheimerFunds 1992 - 2002
Skills
Project Planning, Strategic Planning, Healthcare, Budgets, Public Relations, Employee Relations, Travel Arrangements, Teamwork, Change Management, Team Leadership, Public Speaking, Performance Management, Kronos, Non-profits, Financial Analysis, Organizational..., Leadership Development, Forecasting, Time Management, HRIS, System Administration, Healthcare Management, Training, Analysis, Operations Management, Social Media, Marketing Strategy, Management, Leadership, Policy
Education
University of Phoenix 2009 — 2013
Bachelors, Business Administration
University of Phoenix 2006 — 2008
Associates, Arts of Business
Greeley West
Betsy Poell's OppenheimerFunds Experience March 2007 - January 2008
Job Vice President at JBC Capital Management
Industry Financial Services
Experience
JBC Capital Management July 2012 - Present
Brown Brothers Harriman January 2008 - August 2012
OppenheimerFunds March 2007 - January 2008
OppenheimerFunds February 2006 - March 2007
Uhlich Childrens Advantage Network August 2003 - June 2004
Skills
Settlement, Collateral Management, Logistics Management, Mutual Funds, Load Balancing, Asset Allocation, Investments, Equities, Financial Modeling, Derivatives, Financial Analysis, Bloomberg, Asset Managment, Securities, Microsoft Excel, Fixed Income, Portfolio Management, Alternative Investments, Relationship Management, Options
Education
University of Notre Dame 1999 — 2003
BBA, Management and Theology
University of Notre Dame - Mendoza College of Business 1999 — 2003
BBA, Management and Theology
JBC Capital Management July 2012 - Present
Brown Brothers Harriman January 2008 - August 2012
OppenheimerFunds March 2007 - January 2008
OppenheimerFunds February 2006 - March 2007
Uhlich Childrens Advantage Network August 2003 - June 2004
Skills
Settlement, Collateral Management, Logistics Management, Mutual Funds, Load Balancing, Asset Allocation, Investments, Equities, Financial Modeling, Derivatives, Financial Analysis, Bloomberg, Asset Managment, Securities, Microsoft Excel, Fixed Income, Portfolio Management, Alternative Investments, Relationship Management, Options
Education
University of Notre Dame 1999 — 2003
BBA, Management and Theology
University of Notre Dame - Mendoza College of Business 1999 — 2003
BBA, Management and Theology
Debbie van der Sanden Debbie van der Sanden's OppenheimerFunds Experience April 2011 - Present
Job Assistant Vice President, Compliance Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2011 - Present
OppenheimerFunds January 2005 - April 2011
OppenheimerFunds December 1997 - January 2005
Adams12, Jefferson County, Denver Public School Districts January 1996 - December 1997
Skills
Securities, Series 7, Mutual Funds, Investment Company Act, OFAC, Investment Advisers Act, UCITS, Securities Regulation, FINRA, Hedge Funds, Broker-Dealer, Financial Regulation, Investment Management, Investment Advisory, Separately Managed..., Fund Of Funds, Charles River IMS, Derivatives, Settlement, Fund Accounting, Equities, Fixed Income, Closed-end Funds, Asset Management, Legal Compliance, Financial Services, ETFs, Alternative Investments, Series 6, Corporate Actions, 401k, Options, Swaps, Bonds, Bloomberg, Qualified Retirement..., Investment Strategies, Compliance Monitoring, IRAs, Retirement, AML, Series 24, Series 63, Uniform Combined State...
Education
University of Northern Colorado 1991 — 1995
Bachelor of Arts (B.A.), English, Elementary Education
OppenheimerFunds April 2011 - Present
OppenheimerFunds January 2005 - April 2011
OppenheimerFunds December 1997 - January 2005
Adams12, Jefferson County, Denver Public School Districts January 1996 - December 1997
Skills
Securities, Series 7, Mutual Funds, Investment Company Act, OFAC, Investment Advisers Act, UCITS, Securities Regulation, FINRA, Hedge Funds, Broker-Dealer, Financial Regulation, Investment Management, Investment Advisory, Separately Managed..., Fund Of Funds, Charles River IMS, Derivatives, Settlement, Fund Accounting, Equities, Fixed Income, Closed-end Funds, Asset Management, Legal Compliance, Financial Services, ETFs, Alternative Investments, Series 6, Corporate Actions, 401k, Options, Swaps, Bonds, Bloomberg, Qualified Retirement..., Investment Strategies, Compliance Monitoring, IRAs, Retirement, AML, Series 24, Series 63, Uniform Combined State...
Education
University of Northern Colorado 1991 — 1995
Bachelor of Arts (B.A.), English, Elementary Education
Jesse Gossett, JD, CFP, CFA Jesse Gossett, JD, CFP, CFA's OppenheimerFunds Experience May 1994 - July 1997
Job Attorney with significant financial and business experience
Industry Law Practice
Experience
Girard Gibbs LLP January 2015 - July 2015
US Securities and Exchange Commission May 2013 - August 2013
United States Attorney's Office January 2013 - April 2013
Legal Aid of Marin May 2012 - August 2012
Integra Capital Group April 2008 - August 2011
Chase Home Finance January 2004 - February 2008
Citibank September 1999 - December 2003
Duerr Financial Corporation October 1998 - September 1999
Travelersgroup August 1997 - September 1998
OppenheimerFunds May 1994 - July 1997
Skills
Management, Asset Allocation, Insurance, Investments, Sales, Mutual Funds, Banking, Financial Regulation, Legal Research, Legal Writing, Finance, Retirement Planning, Estate Planning, Financial Services
Education
University of San Francisco School of Law 2011 — 2014
Juris Doctor, Banking, Corporate, Finance, and Securities Law, 3.75
University of Phoenix 2000 — 2003
BS/BM, Business Management, 3.82
Girard Gibbs LLP January 2015 - July 2015
US Securities and Exchange Commission May 2013 - August 2013
United States Attorney's Office January 2013 - April 2013
Legal Aid of Marin May 2012 - August 2012
Integra Capital Group April 2008 - August 2011
Chase Home Finance January 2004 - February 2008
Citibank September 1999 - December 2003
Duerr Financial Corporation October 1998 - September 1999
Travelersgroup August 1997 - September 1998
OppenheimerFunds May 1994 - July 1997
Skills
Management, Asset Allocation, Insurance, Investments, Sales, Mutual Funds, Banking, Financial Regulation, Legal Research, Legal Writing, Finance, Retirement Planning, Estate Planning, Financial Services
Education
University of San Francisco School of Law 2011 — 2014
Juris Doctor, Banking, Corporate, Finance, and Securities Law, 3.75
University of Phoenix 2000 — 2003
BS/BM, Business Management, 3.82
Jennifer DeBell Jennifer DeBell's OppenheimerFunds Experience 1995 - 1999
Job Splunk Consultant at Concanon LLC
Industry Financial Services
Experience
Concanon LLC May 2015 - Present
First Data Corporation January 2015 - April 2015
First Data Corporation April 2013 - December 2014
The Anschutz Corporation December 2008 - April 2013
Janus Capital Group September 2007 - October 2008
Matrix Settlement & Clearance Services, LLC April 2006 - September 2007
Janus Capital Group January 2000 - August 2006
Janus Capital Group May 2003 - October 2004
Janus Capital Group January 2000 - May 2003
OppenheimerFunds 1995 - 1999
Skills
Process Improvement, Integration, Vendor Management, Strategic Planning, Customer Service, Account Management, Team Building, Operations Management, Visio, Business Analysis, Customer Relations, Relationship Management, Information Technology, Performance Management, Microsoft Office, PowerPoint, Problem Solving, Disaster Recovery, Business Continuity, System Testing, Operating Systems, Systems Analysis, OneNote, SharePoint, Archer, User Interface, Active Directory, Splunk, User Interface Design, User Acceptance Testing, End User Training, Experienced Business...
Education
University of Phoenix 2011 — 2013
BS, Information Technology
University of Phoenix 1999 — 2002
BS, Business Management
Ranum
Concanon LLC May 2015 - Present
First Data Corporation January 2015 - April 2015
First Data Corporation April 2013 - December 2014
The Anschutz Corporation December 2008 - April 2013
Janus Capital Group September 2007 - October 2008
Matrix Settlement & Clearance Services, LLC April 2006 - September 2007
Janus Capital Group January 2000 - August 2006
Janus Capital Group May 2003 - October 2004
Janus Capital Group January 2000 - May 2003
OppenheimerFunds 1995 - 1999
Skills
Process Improvement, Integration, Vendor Management, Strategic Planning, Customer Service, Account Management, Team Building, Operations Management, Visio, Business Analysis, Customer Relations, Relationship Management, Information Technology, Performance Management, Microsoft Office, PowerPoint, Problem Solving, Disaster Recovery, Business Continuity, System Testing, Operating Systems, Systems Analysis, OneNote, SharePoint, Archer, User Interface, Active Directory, Splunk, User Interface Design, User Acceptance Testing, End User Training, Experienced Business...
Education
University of Phoenix 2011 — 2013
BS, Information Technology
University of Phoenix 1999 — 2002
BS, Business Management
Ranum
Beth DuToit, CRPS, AIF Beth DuToit, CRPS, AIF's OppenheimerFunds Experience 2004 - 2011
Job
Industry Financial Services
Experience
Edward Jones October 2011 - April 2015
OppenheimerFunds 2004 - 2011
Various February 1994 - January 2004
Skills
Retirement Planning, Retirement, 401k, Financial Advisory, Pensions, Employee Benefits, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Relationship Management, Investments, Investment Advisory, IRAs, Securities, Investment Strategies, ERISA, Series 66, Bonds, Estate Planning, Investment Education, Public Speaking, 403 b, Investment Management, Variable Annuities, Retirement Plan..., Defined Benefit, Qualified Retirement..., Defined Contribution, 401k Rollovers, Portfolio Management, Insurance, Small Business, Separately Managed..., FINRA, Fixed Annuities, Series 65, ETFs, Series 24, Alternative Investments, Roth IRA, Profit Sharing, Wealth Management..., Financial Planners, Financial Services, Uniform Combined State..., Financial Planning
Education
CFP student 2014 — 2015
University of Oklahoma - Price College of Business 1989 — 1993
BBA, Double Major in Marketing and Management
Edmond Memorial High School 1988 — 1989
Edward Jones October 2011 - April 2015
OppenheimerFunds 2004 - 2011
Various February 1994 - January 2004
Skills
Retirement Planning, Retirement, 401k, Financial Advisory, Pensions, Employee Benefits, Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Relationship Management, Investments, Investment Advisory, IRAs, Securities, Investment Strategies, ERISA, Series 66, Bonds, Estate Planning, Investment Education, Public Speaking, 403 b, Investment Management, Variable Annuities, Retirement Plan..., Defined Benefit, Qualified Retirement..., Defined Contribution, 401k Rollovers, Portfolio Management, Insurance, Small Business, Separately Managed..., FINRA, Fixed Annuities, Series 65, ETFs, Series 24, Alternative Investments, Roth IRA, Profit Sharing, Wealth Management..., Financial Planners, Financial Services, Uniform Combined State..., Financial Planning
Education
CFP student 2014 — 2015
University of Oklahoma - Price College of Business 1989 — 1993
BBA, Double Major in Marketing and Management
Edmond Memorial High School 1988 — 1989
Stephen Harrison Stephen Harrison's OppenheimerFunds Experience February 1995 - February 1997
Job AVP, Commercial Sales at Salesforce
Industry Computer Software
Experience
Salesforce February 2013 - Present
Salesforce.com February 2009 - January 2013
Salesforce.com December 2004 - February 2009
Advent Software/Techfi Corporation June 2002 - November 2004
Techfi Corporation February 2000 - June 2002
Columbine Capital Services, Inc. February 1997 - February 2000
OppenheimerFunds February 1995 - February 1997
Skills
Salesforce.com, Cloud Computing, Enterprise Software, Solution Selling, CRM, Sales Management, Direct Sales, Sales Process, Marketing Automation, Complex Sales, New Business Development, Business Development, Demand Generation, SaaS, PaaS, Force.com, SFDC, Start-ups, E-commerce, Business Intelligence, Mobile Devices, Software Industry, Sales Presentations, Strategy, Go-to-market Strategy, Management, Channel Partners, Business Alliances, Marketing Strategy, Partner Management, Sales Enablement, Team Building
Education
University of Rhode Island 1990 — 1994
BS, Finance
Morristown High 1986 — 1990
Salesforce February 2013 - Present
Salesforce.com February 2009 - January 2013
Salesforce.com December 2004 - February 2009
Advent Software/Techfi Corporation June 2002 - November 2004
Techfi Corporation February 2000 - June 2002
Columbine Capital Services, Inc. February 1997 - February 2000
OppenheimerFunds February 1995 - February 1997
Skills
Salesforce.com, Cloud Computing, Enterprise Software, Solution Selling, CRM, Sales Management, Direct Sales, Sales Process, Marketing Automation, Complex Sales, New Business Development, Business Development, Demand Generation, SaaS, PaaS, Force.com, SFDC, Start-ups, E-commerce, Business Intelligence, Mobile Devices, Software Industry, Sales Presentations, Strategy, Go-to-market Strategy, Management, Channel Partners, Business Alliances, Marketing Strategy, Partner Management, Sales Enablement, Team Building
Education
University of Rhode Island 1990 — 1994
BS, Finance
Morristown High 1986 — 1990
Kristin DeFeo Kristin DeFeo's OppenheimerFunds Experience June 2009 - August 2009
Job Vice President at Citi
Industry Capital Markets
Experience
Citi July 2012 - Present
Sandler O'Neill July 2010 - June 2012
OppenheimerFunds June 2009 - August 2009
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Bloomberg Terminal, Series 63, Private Equity, FINRA, Equities, Due Diligence, Financial Analysis, Corporate Finance
Education
College of the Holy Cross 2006 — 2010
BA, Economics
Oxford University 2008 — 2008
Citi July 2012 - Present
Sandler O'Neill July 2010 - June 2012
OppenheimerFunds June 2009 - August 2009
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Bloomberg Terminal, Series 63, Private Equity, FINRA, Equities, Due Diligence, Financial Analysis, Corporate Finance
Education
College of the Holy Cross 2006 — 2010
BA, Economics
Oxford University 2008 — 2008
Keri I. Pugh Keri I. Pugh's OppenheimerFunds Experience February 1998 - December 2000
Job Principal and Advisory Team Member
Industry Financial Services
Experience
NPC June 2013 - Present
NPC January 2004 - Present
Financial Professionals Network October 2012 - January 2015
Jackson National Life January 2001 - January 2004
OppenheimerFunds February 1998 - December 2000
Skills
Series 7, Investments, Securities, Small Business, Management, Finance, Life Insurance, Series 63, Mutual Funds, Retirement Planning, Series 24, series 66, Branch Management, Supervisory Experience, Presenter, Business Writing, News Writing, Blogger, Customer Support, Paneling, Business Transition, Training, Procedure Development, Compliance, Branch Operation, Regulatory Examinations, Wealth Management, 401k, Financial Services, Financial Planning, Financial Advisory, Investment Strategies, Asset Allocation, Retirement
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science (BS), Finance, General
Chatfield Senior High School 1989 — 1993
NPC June 2013 - Present
NPC January 2004 - Present
Financial Professionals Network October 2012 - January 2015
Jackson National Life January 2001 - January 2004
OppenheimerFunds February 1998 - December 2000
Skills
Series 7, Investments, Securities, Small Business, Management, Finance, Life Insurance, Series 63, Mutual Funds, Retirement Planning, Series 24, series 66, Branch Management, Supervisory Experience, Presenter, Business Writing, News Writing, Blogger, Customer Support, Paneling, Business Transition, Training, Procedure Development, Compliance, Branch Operation, Regulatory Examinations, Wealth Management, 401k, Financial Services, Financial Planning, Financial Advisory, Investment Strategies, Asset Allocation, Retirement
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science (BS), Finance, General
Chatfield Senior High School 1989 — 1993
Dominic Freud Dominic Freud's OppenheimerFunds Experience March 2003 - April 2012
Job Executive search and sales training for the international equity industry
Industry Financial Services
Experience
FPIA Partners LLC April 2012 - Present
OppenheimerFunds March 2003 - April 2012
SG Securities 1994 - 2001
Skills
Equities, Portfolio Management, Asset Management, Investments, Bloomberg, International Equities, Executive Search, Salesforce Training, Asset Managment, Equity Trading, Investment Banking, Capital Markets, Emerging Markets, Hedge Funds, Equity Research, Mutual Funds, Valuation, Investment Strategies, Investment Management, Alternative Investments
Education
University of Oxford 1978 — 1981
Politics and Economics
Westminster School 1972 — 1977
FPIA Partners LLC April 2012 - Present
OppenheimerFunds March 2003 - April 2012
SG Securities 1994 - 2001
Skills
Equities, Portfolio Management, Asset Management, Investments, Bloomberg, International Equities, Executive Search, Salesforce Training, Asset Managment, Equity Trading, Investment Banking, Capital Markets, Emerging Markets, Hedge Funds, Equity Research, Mutual Funds, Valuation, Investment Strategies, Investment Management, Alternative Investments
Education
University of Oxford 1978 — 1981
Politics and Economics
Westminster School 1972 — 1977
Corry Hyer, CIMA, CRPC Corry Hyer, CIMA, CRPC's OppenheimerFunds Experience September 2006 - November 2009
Job External Wholesaler, VP, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2009 - Present
OppenheimerFunds September 2006 - November 2009
OppenheimerFunds 2003 - 2006
OppenheimerFunds June 1999 - 2002
AllianceBernstein May 1998 - September 1998
Asset Advisory Services- LPL Financial 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investments, Financial Services, Asset, Separately Managed..., Series 63, Series 7, Alternative Investments, Investment Strategies, 401k, Hedge Funds, Private Equity, Finance, Retirement Planning, CRM, Strategy, Leadership, Asset Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
B.S., Marketing, Finance
Saint Louis University 1998 — 1998
Semester Abroad, Finance/Spanish
Manhasset HS
Goldman Sachs November 2009 - Present
OppenheimerFunds September 2006 - November 2009
OppenheimerFunds 2003 - 2006
OppenheimerFunds June 1999 - 2002
AllianceBernstein May 1998 - September 1998
Asset Advisory Services- LPL Financial 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investments, Financial Services, Asset, Separately Managed..., Series 63, Series 7, Alternative Investments, Investment Strategies, 401k, Hedge Funds, Private Equity, Finance, Retirement Planning, CRM, Strategy, Leadership, Asset Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
B.S., Marketing, Finance
Saint Louis University 1998 — 1998
Semester Abroad, Finance/Spanish
Manhasset HS
Kathy Gibbs's OppenheimerFunds Experience May 2006 - December 2010
Job Product Manager at Solarwinds, formally Confio Software.
Industry Financial Services
Experience
Confio Software July 2011 - July 2013
IPsoft June 2011 - July 2011
ProBuild Holdings January 2011 - June 2011
OppenheimerFunds May 2006 - December 2010
The Sports Authority June 2003 - May 2006
ICG Communications 1997 - 2003
CH2M HILL March 1997 - December 1997
Merrill Lynch March 1996 - March 1997
Skills
Data Warehousing, Oracle, ETL, SQL Tuning, Oracle RAC, Oracle E-Business Suite, Databases, PL/SQL, Data Modeling, Database Administration, Performance Tuning, Oracle HR, Business Intelligence, Unix, Database Design, High Availability, Disaster Recovery, Enterprise Architecture, Replication
Education
University of Phoenix 1997 — 1999
BSIS, Information Systems
Confio Software July 2011 - July 2013
IPsoft June 2011 - July 2011
ProBuild Holdings January 2011 - June 2011
OppenheimerFunds May 2006 - December 2010
The Sports Authority June 2003 - May 2006
ICG Communications 1997 - 2003
CH2M HILL March 1997 - December 1997
Merrill Lynch March 1996 - March 1997
Skills
Data Warehousing, Oracle, ETL, SQL Tuning, Oracle RAC, Oracle E-Business Suite, Databases, PL/SQL, Data Modeling, Database Administration, Performance Tuning, Oracle HR, Business Intelligence, Unix, Database Design, High Availability, Disaster Recovery, Enterprise Architecture, Replication
Education
University of Phoenix 1997 — 1999
BSIS, Information Systems
Deavenport, Celena Deavenport, Celena's OppenheimerFunds Experience 2008 - September 2010
Job Senior Fund Accounting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimerfunds 1998 - December 2009
Skills
Fund Accounting, Securities, Mutual Funds, Investments, Bloomberg, Equities, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Asset Management
Education
University of Northern Colorado 1993 — 1998
Business, Finance
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds 2008 - September 2010
Oppenheimerfunds 1998 - December 2009
Skills
Fund Accounting, Securities, Mutual Funds, Investments, Bloomberg, Equities, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Asset Management
Education
University of Northern Colorado 1993 — 1998
Business, Finance
Christa Walthall Christa Walthall's OppenheimerFunds Experience October 1998 - October 1999
Job Manager Aftermarket Cataloging
Industry Automotive
Experience
Gates Corporation December 2013 - Present
Gates Corporation May 2012 - December 2013
Gates Corporation October 2009 - May 2012
Gates Corporation June 2002 - October 2009
Gates Corporation October 1999 - June 2002
OppenheimerFunds October 1998 - October 1999
OppenheimerFunds September 1997 - October 1998
Tennyson Center for Children September 1996 - June 1997
Skills
Customer Service, Documentation, Research, Analysis, Microsoft Access, Project Management, Commitment to Quality, Problem Solving, Commitment to Success, Process Improvement, Highly detail oriented, Follow Through, Work Well Independently, Works well in a team, Work well without..., Business Writing, Automotive Aftermarket, Electronic Cataloging, Proofreading, Data Entry, Paper Catalog Planning..., Data Cleaning, Automotive Aftermarket..., Electronics, Software Documentation, Access, Automotive, Time Management, Project Planning, Continuous Improvement, Quality Assurance, Product Management, Management, Purchasing, Pricing, Manufacturing, Lean Manufacturing, Databases, Cross-functional Team..., Product Development, Quality Management, APQP, Parts, Inventory Management, Customer Satisfaction, PPAP
Education
University of Nebraska-Lincoln 1991 — 1996
BS, Human Resources & Family Sciences
Gates Corporation December 2013 - Present
Gates Corporation May 2012 - December 2013
Gates Corporation October 2009 - May 2012
Gates Corporation June 2002 - October 2009
Gates Corporation October 1999 - June 2002
OppenheimerFunds October 1998 - October 1999
OppenheimerFunds September 1997 - October 1998
Tennyson Center for Children September 1996 - June 1997
Skills
Customer Service, Documentation, Research, Analysis, Microsoft Access, Project Management, Commitment to Quality, Problem Solving, Commitment to Success, Process Improvement, Highly detail oriented, Follow Through, Work Well Independently, Works well in a team, Work well without..., Business Writing, Automotive Aftermarket, Electronic Cataloging, Proofreading, Data Entry, Paper Catalog Planning..., Data Cleaning, Automotive Aftermarket..., Electronics, Software Documentation, Access, Automotive, Time Management, Project Planning, Continuous Improvement, Quality Assurance, Product Management, Management, Purchasing, Pricing, Manufacturing, Lean Manufacturing, Databases, Cross-functional Team..., Product Development, Quality Management, APQP, Parts, Inventory Management, Customer Satisfaction, PPAP
Education
University of Nebraska-Lincoln 1991 — 1996
BS, Human Resources & Family Sciences
Dan Herrmann Dan Herrmann's OppenheimerFunds Experience 2006 - 2010
Job Relationship Management/Operations Leader at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial April 2013 - Present
Broadridge March 2011 - March 2013
OppenheimerFunds 2006 - 2010
OppenheimerFunds 2000 - 2006
OppenheimerFunds April 1998 - 2000
Nelnet 1988 - 1998
Skills
Mutual Funds, Investments, Wealth Management, Product Development, Series 7, Vendor Management, Process Improvement, Securities, Product Management, Operations Management, Program Management, Change Management, Call Center, Business Strategy, Team Building, Business Analysis, Strategic Planning, Product Marketing, Problem Solving, Application Development, New Business Development, Leadership, Call Centers, Software Development, IT Strategy, Financial Services
Education
University of Northern Colorado 1984 — 1988
BA, Management
Great-West Financial April 2013 - Present
Broadridge March 2011 - March 2013
OppenheimerFunds 2006 - 2010
OppenheimerFunds 2000 - 2006
OppenheimerFunds April 1998 - 2000
Nelnet 1988 - 1998
Skills
Mutual Funds, Investments, Wealth Management, Product Development, Series 7, Vendor Management, Process Improvement, Securities, Product Management, Operations Management, Program Management, Change Management, Call Center, Business Strategy, Team Building, Business Analysis, Strategic Planning, Product Marketing, Problem Solving, Application Development, New Business Development, Leadership, Call Centers, Software Development, IT Strategy, Financial Services
Education
University of Northern Colorado 1984 — 1988
BA, Management
Julie Mandell Julie Mandell's OppenheimerFunds Experience 1995 - 1997
Job SVP Marketing at CPA Global
Industry Legal Services
Experience
CPA Global August 2014 - Present
CPA Global August 2012 - Present
CPA Global June 2007 - August 2012
Open Text Digital Media Group (Artesia) 2000 - 2007
Iconixx 1998 - 2000
OppenheimerFunds 1995 - 1997
Skills
Public Relations, New Business Development, Software, Brand Development, Marketing Strategy, Intellectual Property, Trademarks, Marketing, Advertising, Strategy, Field Marketing, Start-ups, Market Research, Strategic Partnerships, Strategic Planning, CRM, Patents, Product Development, Outsourcing, Management
Education
University of New Hampshire 1984 — 1988
BA, Political Science
Phillips Exeter Academy 1982 — 1984
CPA Global August 2014 - Present
CPA Global August 2012 - Present
CPA Global June 2007 - August 2012
Open Text Digital Media Group (Artesia) 2000 - 2007
Iconixx 1998 - 2000
OppenheimerFunds 1995 - 1997
Skills
Public Relations, New Business Development, Software, Brand Development, Marketing Strategy, Intellectual Property, Trademarks, Marketing, Advertising, Strategy, Field Marketing, Start-ups, Market Research, Strategic Partnerships, Strategic Planning, CRM, Patents, Product Development, Outsourcing, Management
Education
University of New Hampshire 1984 — 1988
BA, Political Science
Phillips Exeter Academy 1982 — 1984
Liz Miller, CFA & CFP Liz Miller, CFA & CFP's OppenheimerFunds Experience 1992 - 1994
Job President, Summit Place Financial Advisors
Industry Financial Services
Experience
Summit Place Financial Advisors 2008 - Present
Trevor Stewart Burton & Jacobsen Inc. 1994 - 2008
OppenheimerFunds 1992 - 1994
First Boston 1989 - 1990
First Boston 1987 - 1989
Skills
Investments, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Equities, Asset Management, Trading, Mutual Funds, Asset Managment, Alternative Investments, Financial Advisory, Investment Management, Strategic Financial..., Investment Advisory, Investment Strategies, Retirement Planning, Valuation
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance and Marketing
Columbia University 1990 — 1993
MA
Summit Place Financial Advisors 2008 - Present
Trevor Stewart Burton & Jacobsen Inc. 1994 - 2008
OppenheimerFunds 1992 - 1994
First Boston 1989 - 1990
First Boston 1987 - 1989
Skills
Investments, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Equities, Asset Management, Trading, Mutual Funds, Asset Managment, Alternative Investments, Financial Advisory, Investment Management, Strategic Financial..., Investment Advisory, Investment Strategies, Retirement Planning, Valuation
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance and Marketing
Columbia University 1990 — 1993
MA
Kathleen DeShon Kathleen DeShon's OppenheimerFunds Experience 1995 - 2000
Job Student Services Coordinator at LCI Language Centers
Industry Education Management
Experience
LCI Language Centers August 2015 - Present
LCI Language Centers January 2011 - August 2015
OppenheimerFunds 1995 - 2000
OppenheimerFunds 1991 - 1995
OppenheimerFunds 1986 - 1991
Skills
Quality Assurance, Customer Service
Education
University of Northern Colorado
LCI Language Centers August 2015 - Present
LCI Language Centers January 2011 - August 2015
OppenheimerFunds 1995 - 2000
OppenheimerFunds 1991 - 1995
OppenheimerFunds 1986 - 1991
Skills
Quality Assurance, Customer Service
Education
University of Northern Colorado
Doreen Rivera's OppenheimerFunds Experience November 2002 - January 2009
Job Office Manager for Caliber Collision
Industry Automotive
Experience
Caliber Collision Centers September 2013 - July 2014
Mattock Brothers Autobody Inc August 2009 - September 2013
OppenheimerFunds November 2002 - January 2009
Janus Capital Group May 1992 - September 2002
Skills
Management, Customer Service, Process Improvement, Negotiation, Outlook, Microsoft Excel, Leadership, Sales, Sales Management, Inventory Management
Education
University of Phoenix 2014 — 2016
Associate of Arts with a Concentration on Health Admin/Electronic Health Records
Caliber Collision Centers September 2013 - July 2014
Mattock Brothers Autobody Inc August 2009 - September 2013
OppenheimerFunds November 2002 - January 2009
Janus Capital Group May 1992 - September 2002
Skills
Management, Customer Service, Process Improvement, Negotiation, Outlook, Microsoft Excel, Leadership, Sales, Sales Management, Inventory Management
Education
University of Phoenix 2014 — 2016
Associate of Arts with a Concentration on Health Admin/Electronic Health Records
Navin Sharma Navin Sharma's OppenheimerFunds Experience 2002 - March 2010
Job Risk Management at BlackRock
Industry Financial Services
Experience
BlackRock June 2013 - Present
Western Asset Management March 2010 - May 2013
OppenheimerFunds 2002 - March 2010
Fannie Mae 1997 - 2000
The Vanguard Group 1994 - 1997
SPEAKER and PUBLICATIONS 1996 - 1996
AFFILIATIONS and LEADERSHIP 1995 - 1995
Skills
Portfolio Management, Risk Management, Financial Modeling, Financial Risk, Credit Risk, Market Risk, Valuation, Trading, Investments, Credit Derivatives, Enterprise Risk..., Bonds, Hedge Funds, Asset Management, Statistical Modeling, Equities, Hedging, Fixed Income, Financial Services, Quantitative Analytics, Credit, Mutual Funds, Management Consulting, Derivatives, Operational Risk, Finance, Securities, Bloomberg, Capital Markets, Swaps, Operational Risk...
Education
University of Pennsylvania
Master's degree, Computer Science
Temple University
B.A., Psychology
BlackRock June 2013 - Present
Western Asset Management March 2010 - May 2013
OppenheimerFunds 2002 - March 2010
Fannie Mae 1997 - 2000
The Vanguard Group 1994 - 1997
SPEAKER and PUBLICATIONS 1996 - 1996
AFFILIATIONS and LEADERSHIP 1995 - 1995
Skills
Portfolio Management, Risk Management, Financial Modeling, Financial Risk, Credit Risk, Market Risk, Valuation, Trading, Investments, Credit Derivatives, Enterprise Risk..., Bonds, Hedge Funds, Asset Management, Statistical Modeling, Equities, Hedging, Fixed Income, Financial Services, Quantitative Analytics, Credit, Mutual Funds, Management Consulting, Derivatives, Operational Risk, Finance, Securities, Bloomberg, Capital Markets, Swaps, Operational Risk...
Education
University of Pennsylvania
Master's degree, Computer Science
Temple University
B.A., Psychology
Lindsay (Lindsay Cope) Holdsworth's OppenheimerFunds Experience February 2014 - April 2014
Job Recruiting Coordinator at Air Methods
Industry Human Resources
Experience
Air Methods June 2015 - Present
Waste Connections, Inc. February 2015 - April 2015
ServiceSource July 2014 - January 2015
DIRECTV April 2014 - July 2014
OppenheimerFunds February 2014 - April 2014
Just Between Friends Franchise System, Inc. January 2011 - January 2014
Regis Jesuit High School July 2007 - May 2013
Boys Hope Girls Hope of Colorado May 2011 - December 2012
Marsico Capital Management November 2001 - November 2009
Parkridge Vision Specialists November 2005 - July 2007
Skills
Talent Management, Employee Engagement, Microsoft Excel, Microsoft Word, Recruiting, PowerPoint, Microsoft Office, Talent Acquisition, Onboarding, HRIS, Training, Budgets, Customer Retention, Vendor Management, Training Delivery, Workforce Planning, Strategic Planning, Team Building, Deferred Compensation, English, HTML
Education
University of Phoenix 2000 — 2002
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of Northern Colorado 1994 — 1998
Bachelor of Arts (B.A.), Sociology
Air Methods June 2015 - Present
Waste Connections, Inc. February 2015 - April 2015
ServiceSource July 2014 - January 2015
DIRECTV April 2014 - July 2014
OppenheimerFunds February 2014 - April 2014
Just Between Friends Franchise System, Inc. January 2011 - January 2014
Regis Jesuit High School July 2007 - May 2013
Boys Hope Girls Hope of Colorado May 2011 - December 2012
Marsico Capital Management November 2001 - November 2009
Parkridge Vision Specialists November 2005 - July 2007
Skills
Talent Management, Employee Engagement, Microsoft Excel, Microsoft Word, Recruiting, PowerPoint, Microsoft Office, Talent Acquisition, Onboarding, HRIS, Training, Budgets, Customer Retention, Vendor Management, Training Delivery, Workforce Planning, Strategic Planning, Team Building, Deferred Compensation, English, HTML
Education
University of Phoenix 2000 — 2002
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of Northern Colorado 1994 — 1998
Bachelor of Arts (B.A.), Sociology
Angela Bae Angela Bae's OppenheimerFunds Experience May 2012 - August 2012
Job Slot Marketing Manager at MGM Grand Las Vegas
Industry Gambling & Casinos
Experience
MGM Grand Hotel & Casino Las Vegas March 2015 - Present
MGM Grand Hotel & Casino Las Vegas January 2014 - Present
Innovative Home Solutions February 2013 - February 2015
MGM Resorts International June 2013 - May 2014
Power Up Gambia Student Representatives April 2012 - May 2013
The Wharton School January 2012 - May 2013
All Ivy Career Fair May 2012 - October 2012
OppenheimerFunds May 2012 - August 2012
Skills
Social Media Marketing, Microsoft Excel, Social Media, Public Speaking, Leadership, PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Photoshop, Corporate Communications, Community Outreach, Adobe Creative Suite, SharePoint, Market Research, Spanish, Microsoft Publisher, Aprimo, Access Database, Marketing
Education
University of Pennsylvania 2009 — 2013
Bachelor's degree, Biological Basis of Behavior
MGM Grand Hotel & Casino Las Vegas March 2015 - Present
MGM Grand Hotel & Casino Las Vegas January 2014 - Present
Innovative Home Solutions February 2013 - February 2015
MGM Resorts International June 2013 - May 2014
Power Up Gambia Student Representatives April 2012 - May 2013
The Wharton School January 2012 - May 2013
All Ivy Career Fair May 2012 - October 2012
OppenheimerFunds May 2012 - August 2012
Skills
Social Media Marketing, Microsoft Excel, Social Media, Public Speaking, Leadership, PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Photoshop, Corporate Communications, Community Outreach, Adobe Creative Suite, SharePoint, Market Research, Spanish, Microsoft Publisher, Aprimo, Access Database, Marketing
Education
University of Pennsylvania 2009 — 2013
Bachelor's degree, Biological Basis of Behavior
Kahle Greenfield Kahle Greenfield's OppenheimerFunds Experience January 2003 - August 2008
Job Regional Consultant at WealthVest
Industry Financial Services
Experience
WealthVest April 2015 - Present
Klogs USA 2014 - Present
Multi-Funds LLC. June 2012 - June 2014
Montage Investments March 2011 - May 2012
RiverSource Investments August 2008 - April 2010
J&W Seligman August 2008 - April 2010
OppenheimerFunds January 2003 - August 2008
OppenheimerFunds September 2000 - January 2003
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, FINRA, Series 7, Public Speaking, Consultative Sales..., Territory Management, Fixed Income
Education
University of Nebraska at Kearney
WealthVest April 2015 - Present
Klogs USA 2014 - Present
Multi-Funds LLC. June 2012 - June 2014
Montage Investments March 2011 - May 2012
RiverSource Investments August 2008 - April 2010
J&W Seligman August 2008 - April 2010
OppenheimerFunds January 2003 - August 2008
OppenheimerFunds September 2000 - January 2003
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, FINRA, Series 7, Public Speaking, Consultative Sales..., Territory Management, Fixed Income
Education
University of Nebraska at Kearney
Derrick Beckwith Derrick Beckwith's OppenheimerFunds Experience January 2015 - Present
Job Internal Consultant at OppenheimerFunds Covering The Denver Metro Area
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds February 2014 - January 2015
OppenheimerFunds July 2013 - January 2014
OppenheimerFunds June 2013 - July 2013
State Street March 2012 - May 2013
Skills
Finance, PowerPoint, Mutual Funds, Analysis, Financial Analysis, Series 7, Portfolio Management, Investments, Financial Modeling, Equities, Financial Services, Bloomberg, Hedge Funds, Economics, Asset Management, Fixed Income, FINRA Series 7, Series 63
Education
University of New Hampshire 2007 — 2010
Bachelor of Arts (B.A.)
Winnacunnet High School 2002 — 2006
High School Diploma
OppenheimerFunds January 2015 - Present
OppenheimerFunds February 2014 - January 2015
OppenheimerFunds July 2013 - January 2014
OppenheimerFunds June 2013 - July 2013
State Street March 2012 - May 2013
Skills
Finance, PowerPoint, Mutual Funds, Analysis, Financial Analysis, Series 7, Portfolio Management, Investments, Financial Modeling, Equities, Financial Services, Bloomberg, Hedge Funds, Economics, Asset Management, Fixed Income, FINRA Series 7, Series 63
Education
University of New Hampshire 2007 — 2010
Bachelor of Arts (B.A.)
Winnacunnet High School 2002 — 2006
High School Diploma
Jen Gallic's OppenheimerFunds Experience May 2013 - August 2013
Job Brand Specialist in Kitchen Products at Amazon, Inc
Industry Retail
Experience
Amazon June 2014 - Present
OppenheimerFunds May 2013 - August 2013
University of Notre Dame December 2012 - May 2013
Accra, Ghana May 2011 - June 2011
Skills
Public Speaking, Publicity, Problem Solving, Leadership, Organizational..., Project Planning, Economics, Economic Research, Econometrics, Public Policy, Policy, Program Management, Vendor Management, Business Strategy, Inventory Management, Marketing Strategy, Data Analysis
Education
University of Notre Dame 2011 — 2014
Bachelor of Arts (B.A.), Economics
Amazon June 2014 - Present
OppenheimerFunds May 2013 - August 2013
University of Notre Dame December 2012 - May 2013
Accra, Ghana May 2011 - June 2011
Skills
Public Speaking, Publicity, Problem Solving, Leadership, Organizational..., Project Planning, Economics, Economic Research, Econometrics, Public Policy, Policy, Program Management, Vendor Management, Business Strategy, Inventory Management, Marketing Strategy, Data Analysis
Education
University of Notre Dame 2011 — 2014
Bachelor of Arts (B.A.), Economics
Kristen Schilling Kristen Schilling's OppenheimerFunds Experience March 2015 - September 2015
Job Sr Service Associate at OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds March 2015 - September 2015
TD Ameritrade June 2014 - August 2014
Walt Disney World August 2013 - January 2014
Skills
Human Resources
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Management/ Human Resources
OppenheimerFunds March 2015 - September 2015
TD Ameritrade June 2014 - August 2014
Walt Disney World August 2013 - January 2014
Skills
Human Resources
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Management/ Human Resources
Mark Hauschild CFP® Mark Hauschild CFP®'s OppenheimerFunds Experience September 2001 - December 2004
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2009 - Present
TIAA-CREF October 2005 - February 2009
TIAA-CREF December 2004 - October 2005
OppenheimerFunds September 2001 - December 2004
Colorado Air National Guard August 1985 - April 2003
United States Air Force July 1981 - July 1985
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Insurance, Strategic Financial..., Brokerage, Managed Accounts, Series 7, Series 63, Series 66
Education
Carl von Ossietzky Universitat, University of Oldenburg 1998 — 1999
German and Business
University of Northern Colorado 1996 — 1999
Bachelor of Arts in Interdisciplinary Studies: Emphasis in International Trade and Commerce, Bachelor of Arts in German: Emphasis in Liberal Arts, GPA 3.35
TIAA-CREF February 2009 - Present
TIAA-CREF October 2005 - February 2009
TIAA-CREF December 2004 - October 2005
OppenheimerFunds September 2001 - December 2004
Colorado Air National Guard August 1985 - April 2003
United States Air Force July 1981 - July 1985
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Insurance, Strategic Financial..., Brokerage, Managed Accounts, Series 7, Series 63, Series 66
Education
Carl von Ossietzky Universitat, University of Oldenburg 1998 — 1999
German and Business
University of Northern Colorado 1996 — 1999
Bachelor of Arts in Interdisciplinary Studies: Emphasis in International Trade and Commerce, Bachelor of Arts in German: Emphasis in Liberal Arts, GPA 3.35
Eric Schranck Eric Schranck's OppenheimerFunds Experience July 2013 - Present
Job AVP, Sales Desk Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2013 - Present
Invesco Ltd. 2009 - June 2013
INVESCO Funds Group 1998 - 2003
Education
University of Northern Colorado 1987 — 1991
BA, Journalism/PR
OppenheimerFunds July 2013 - Present
Invesco Ltd. 2009 - June 2013
INVESCO Funds Group 1998 - 2003
Education
University of Northern Colorado 1987 — 1991
BA, Journalism/PR
Adam Sterkowicz Adam Sterkowicz's OppenheimerFunds Experience June 2015 - Present
Job Lead Solutions Technologist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
OppenheimerFunds February 2014 - June 2015
OppenheimerFunds February 2013 - February 2014
OppenheimerFunds September 2011 - February 2013
OppenheimerFunds May 2011 - September 2011
OppenheimerFunds May 2010 - August 2010
Skills
Data Warehousing, Business Intelligence, SQL, ETL, Informatica, Business Analysis, Requirements Analysis, Data Modeling, Leadership, Microsoft Office, Databases, Vendor Management, Visio, Requirements Gathering, Oracle, Agile Methodologies, Essbase
Education
University of Northern Colorado 2008 — 2011
Bachelor of Science (BS), Business Administration, Computer Information Systems
Grandview High School 2001 — 2005
OppenheimerFunds June 2015 - Present
OppenheimerFunds February 2014 - June 2015
OppenheimerFunds February 2013 - February 2014
OppenheimerFunds September 2011 - February 2013
OppenheimerFunds May 2011 - September 2011
OppenheimerFunds May 2010 - August 2010
Skills
Data Warehousing, Business Intelligence, SQL, ETL, Informatica, Business Analysis, Requirements Analysis, Data Modeling, Leadership, Microsoft Office, Databases, Vendor Management, Visio, Requirements Gathering, Oracle, Agile Methodologies, Essbase
Education
University of Northern Colorado 2008 — 2011
Bachelor of Science (BS), Business Administration, Computer Information Systems
Grandview High School 2001 — 2005
Jo Ann Roberts Jo Ann Roberts's OppenheimerFunds Experience June 1996 - July 2000
Job Claims & Deductions Specialists at Acosta Sales and Marketing Co
Industry Consumer Services
Experience
Acosta Sales and Marketing Co March 2015 - Present
Independent Distributor June 2013 - Present
DexMedia September 2011 - November 2013
DexMedia June 2009 - September 2011
DexMedia March 2006 - June 2009
DexMedia September 2004 - March 2006
DexMedia August 2000 - September 2004
OppenheimerFunds June 1996 - July 2000
OppenheimerFunds February 1994 - June 1996
Skills
Marketing, Marketing Strategy, Customer Service, Account Management, Advertising, Microsoft Office, Marketing Communications, Online Advertising, Team Building, Project Management, Social Media, Strategic Planning, Social Media Marketing, Microsoft Word, Event Management, Digital Marketing, Document Review, Microsoft Excel, Outlook, Employee Training, Training, Documentation, Collections, Business Planning, Problem Solver, Dedicated, Detailed Oriented, Organized, Team Support, Trainer, Power Point..., Investigation/Negotiatio...
Education
University of Phoenix 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration, 3.67
DeVry University, Denver CO 2002 — 2004
Bachelor's degree, Business Administration, 3.8
Denver Technical College 1999 — 2002
Associate's degree, Network and System Administration/Administrator, 3.5
Acosta Sales and Marketing Co March 2015 - Present
Independent Distributor June 2013 - Present
DexMedia September 2011 - November 2013
DexMedia June 2009 - September 2011
DexMedia March 2006 - June 2009
DexMedia September 2004 - March 2006
DexMedia August 2000 - September 2004
OppenheimerFunds June 1996 - July 2000
OppenheimerFunds February 1994 - June 1996
Skills
Marketing, Marketing Strategy, Customer Service, Account Management, Advertising, Microsoft Office, Marketing Communications, Online Advertising, Team Building, Project Management, Social Media, Strategic Planning, Social Media Marketing, Microsoft Word, Event Management, Digital Marketing, Document Review, Microsoft Excel, Outlook, Employee Training, Training, Documentation, Collections, Business Planning, Problem Solver, Dedicated, Detailed Oriented, Organized, Team Support, Trainer, Power Point..., Investigation/Negotiatio...
Education
University of Phoenix 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration, 3.67
DeVry University, Denver CO 2002 — 2004
Bachelor's degree, Business Administration, 3.8
Denver Technical College 1999 — 2002
Associate's degree, Network and System Administration/Administrator, 3.5
Jen (Herr) McNabb Jen (Herr) McNabb's OppenheimerFunds Experience June 2006 - August 2006
Job Experienced marketing manager and corporate event planner
Industry Marketing and Advertising
Experience
Walker & Dunlop January 2013 - August 2014
Walker & Dunlop January 2011 - January 2013
Walker & Dunlop October 2009 - January 2011
ServiceCorps April 2009 - May 2010
Corporate Executive Board October 2007 - July 2009
OppenheimerFunds June 2006 - August 2006
Skills
Marketing, Event Planning, Social Media, Event Management, Advertising, Press Releases, Editing, Graphic Design, Conferences, Corporate Branding, Invitations, Marketing Materials, Adobe Creative Suite, Budget Management, Nonprofits, Public Speaking, Strategic Planning, Project Management, Party Planning, Collateral Design, Salesforce.com, Microsoft Office, Project Coordination, Real Estate Finance, Real Estate Economics, Budgets, Time Management, Marketing Communications, Management, Social Networking
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Journalism and Mass Communication
Walker & Dunlop January 2013 - August 2014
Walker & Dunlop January 2011 - January 2013
Walker & Dunlop October 2009 - January 2011
ServiceCorps April 2009 - May 2010
Corporate Executive Board October 2007 - July 2009
OppenheimerFunds June 2006 - August 2006
Skills
Marketing, Event Planning, Social Media, Event Management, Advertising, Press Releases, Editing, Graphic Design, Conferences, Corporate Branding, Invitations, Marketing Materials, Adobe Creative Suite, Budget Management, Nonprofits, Public Speaking, Strategic Planning, Project Management, Party Planning, Collateral Design, Salesforce.com, Microsoft Office, Project Coordination, Real Estate Finance, Real Estate Economics, Budgets, Time Management, Marketing Communications, Management, Social Networking
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Journalism and Mass Communication
Liz Glen Liz Glen's OppenheimerFunds Experience June 2006 - Present
Job Operations Supervisor at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2006 - Present
MetLife April 2000 - February 2006
Safeco Insurance 1998 - 2000
Skills
Mutual Funds, Process Improvement, Business Analysis
Education
University of Oregon
Bachelor of Arts (BA), Spanish
OppenheimerFunds June 2006 - Present
MetLife April 2000 - February 2006
Safeco Insurance 1998 - 2000
Skills
Mutual Funds, Process Improvement, Business Analysis
Education
University of Oregon
Bachelor of Arts (BA), Spanish
Michelle Ribar Michelle Ribar's OppenheimerFunds Experience November 2012 - February 2013
Job Neurology ICU CNA
Industry Medical Practice
Experience
University of Colorado Health August 2015 - Present
Suncrest Home Health & Hospice December 2014 - August 2015
Anheuser-Busch Sales Company of Denver July 2013 - December 2013
Anheuser-Busch Sales Company of Denver February 2013 - July 2013
OppenheimerFunds November 2012 - February 2013
CDM Smith November 2012 - November 2012
Old Chicago Restaurants March 2012 - June 2012
The Limited February 2011 - February 2012
The Limited October 2010 - February 2011
Private Household June 2010 - September 2010
Skills
Customer Service, Time Management, Business Planning, Business Strategy, Budgets, Social Media, Management, Microsoft Office, Project Planning, Hiring Practices, Employee Training, Self-starter, Travel Arrangements, Project Management, Account Management, Organization, Multi Tasking, Leisure Travel
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor's degree, Marketing
University of Colorado Health August 2015 - Present
Suncrest Home Health & Hospice December 2014 - August 2015
Anheuser-Busch Sales Company of Denver July 2013 - December 2013
Anheuser-Busch Sales Company of Denver February 2013 - July 2013
OppenheimerFunds November 2012 - February 2013
CDM Smith November 2012 - November 2012
Old Chicago Restaurants March 2012 - June 2012
The Limited February 2011 - February 2012
The Limited October 2010 - February 2011
Private Household June 2010 - September 2010
Skills
Customer Service, Time Management, Business Planning, Business Strategy, Budgets, Social Media, Management, Microsoft Office, Project Planning, Hiring Practices, Employee Training, Self-starter, Travel Arrangements, Project Management, Account Management, Organization, Multi Tasking, Leisure Travel
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor's degree, Marketing
Emily Petkun Ast Emily Petkun Ast's OppenheimerFunds Experience June 2011 - Present
Job Vice President, Assistant Counsel at OppenheimerFunds
Industry Law Practice
Experience
OppenheimerFunds June 2011 - Present
Willkie Farr & Gallagher LLP September 2009 - June 2011
Cozen O'Connor May 2007 - August 2007
Pepper Hamilton LLP June 2006 - August 2006
Camp Matoaka June 2003 - August 2003
Skills
Legal Writing, Legal Research, Corporate Law, Securities Regulation, Securities, Mutual Funds, Disclosure
Education
University of Pennsylvania Law School 2006 — 2009
J.D., magna cum laude
University of Pennsylvania 2002 — 2006
B.A., summa cum laude, Philosophy
OppenheimerFunds June 2011 - Present
Willkie Farr & Gallagher LLP September 2009 - June 2011
Cozen O'Connor May 2007 - August 2007
Pepper Hamilton LLP June 2006 - August 2006
Camp Matoaka June 2003 - August 2003
Skills
Legal Writing, Legal Research, Corporate Law, Securities Regulation, Securities, Mutual Funds, Disclosure
Education
University of Pennsylvania Law School 2006 — 2009
J.D., magna cum laude
University of Pennsylvania 2002 — 2006
B.A., summa cum laude, Philosophy
Minauti Shingala's OppenheimerFunds Experience 2007 - 2008
Job Cognos/DW/SAP BW Architect
Industry Information Technology and Services
Experience
Highpoint Solutions August 2009 - Present
Boehringer Ingelheim August 2009 - March 2010
Niteo Partners November 2006 - August 2009
OppenheimerFunds 2007 - 2008
Time Warner Cable 2006 - 2006
Pfizer Pharmaceuticals 2004 - 2006
Skills
Data Warehousing, ETL, Cognos, Business Intelligence
Education
University of Mumbai 1988 — 1993
Highpoint Solutions August 2009 - Present
Boehringer Ingelheim August 2009 - March 2010
Niteo Partners November 2006 - August 2009
OppenheimerFunds 2007 - 2008
Time Warner Cable 2006 - 2006
Pfizer Pharmaceuticals 2004 - 2006
Skills
Data Warehousing, ETL, Cognos, Business Intelligence
Education
University of Mumbai 1988 — 1993
Bonnie Lewis's OppenheimerFunds Experience August 1995 - August 2001
Job Vice President at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company March 2012 - June 2014
Lincoln Trust Company November 2008 - March 2012
Fiserv ISS (Fortune 500) 2006 - 2008
Fiserv ISS 2006 - 2008
Fiserv Investment Support Services (Fortune 500) 2006 - 2008
Retriever Payment Systems September 2001 - August 2006
OppenheimerFunds August 1995 - August 2001
Skills
Securities, Mutual Funds, Series 7, Investments, Risk Management, Wealth Management, Alternative Investments, Financial Services, Operations Management, 401k, Process Improvement, Equities, Portfolio Management, Asset Management, Asset Allocation
Education
University of Northern Colorado 1979 — 1983
Bachelor's degree, Psychology
PENSCO Trust Company March 2012 - June 2014
Lincoln Trust Company November 2008 - March 2012
Fiserv ISS (Fortune 500) 2006 - 2008
Fiserv ISS 2006 - 2008
Fiserv Investment Support Services (Fortune 500) 2006 - 2008
Retriever Payment Systems September 2001 - August 2006
OppenheimerFunds August 1995 - August 2001
Skills
Securities, Mutual Funds, Series 7, Investments, Risk Management, Wealth Management, Alternative Investments, Financial Services, Operations Management, 401k, Process Improvement, Equities, Portfolio Management, Asset Management, Asset Allocation
Education
University of Northern Colorado 1979 — 1983
Bachelor's degree, Psychology
Cy Aleman, CFP®'s OppenheimerFunds Experience July 2002 - March 2004
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Aliza Boim's OppenheimerFunds Experience June 2010 - Present
Job Sr. Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2010 - Present
OppenheimerFunds January 2009 - June 2010
OppenheimerFunds September 2006 - December 2008
Education
University of Pennsylvania
OppenheimerFunds June 2010 - Present
OppenheimerFunds January 2009 - June 2010
OppenheimerFunds September 2006 - December 2008
Education
University of Pennsylvania
Jeane Walp's OppenheimerFunds Experience 2008 - Present
Job Broker Relations at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2008 - Present
Columbia Management July 2005 - July 2007
American Century Investments August 1997 - May 2005
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Financial Services, Retirement, FINRA, Investments, Relationship Management, Retirement Planning, Asset Managment, Securities, Series 6, Asset Allocation, Fixed Annuities, Insurance, Series 24
Education
University of Missouri-Kansas City 1981 — 1985
OppenheimerFunds 2008 - Present
Columbia Management July 2005 - July 2007
American Century Investments August 1997 - May 2005
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Financial Services, Retirement, FINRA, Investments, Relationship Management, Retirement Planning, Asset Managment, Securities, Series 6, Asset Allocation, Fixed Annuities, Insurance, Series 24
Education
University of Missouri-Kansas City 1981 — 1985
Alyson Frost's OppenheimerFunds Experience March 2012 - April 2014
Job Director Fixed Deferred Annuity Product Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
OppenheimerFunds March 2012 - April 2014
OppenheimerFunds May 2010 - March 2012
OppenheimerFunds March 2007 - May 2010
OppenheimerFunds October 1998 - March 2007
Fleet Bank 1995 - October 1998
Skills
Retirement Planning, Product Management, Product Development, Program Management, Retirement, Management, CRM, 401k, Marketing, Sales, Wealth Management, Strategy, Alternative Investments, Integration, Mutual Funds, Investments, Training, Asset Management, Mergers & Acquisitions, Financial Services
Education
University of Rhode Island 1991 — 1995
New York Life Insurance Company May 2014 - Present
OppenheimerFunds March 2012 - April 2014
OppenheimerFunds May 2010 - March 2012
OppenheimerFunds March 2007 - May 2010
OppenheimerFunds October 1998 - March 2007
Fleet Bank 1995 - October 1998
Skills
Retirement Planning, Product Management, Product Development, Program Management, Retirement, Management, CRM, 401k, Marketing, Sales, Wealth Management, Strategy, Alternative Investments, Integration, Mutual Funds, Investments, Training, Asset Management, Mergers & Acquisitions, Financial Services
Education
University of Rhode Island 1991 — 1995
Bret Mottl, CFA's OppenheimerFunds Experience 2004 - 2007
Job Assistant Vice President at Torchmark Corp.
Industry Investment Management
Experience
Torchmark Corporation March 2011 - Present
BSB Capital April 2009 - March 2011
HBK Investments April 2007 - April 2009
OppenheimerFunds 2004 - 2007
Skills
Trading, Valuation, Investments
Education
University of Northern Colorado 2000 — 2004
Torchmark Corporation March 2011 - Present
BSB Capital April 2009 - March 2011
HBK Investments April 2007 - April 2009
OppenheimerFunds 2004 - 2007
Skills
Trading, Valuation, Investments
Education
University of Northern Colorado 2000 — 2004
Thomas Clapham's OppenheimerFunds Experience
Job Supervisor at Oppenheimerfunds
Industry Financial Services
Experience
Oppenheimerfunds
Skills
Series 7, Mutual Funds, 401k, Series 63, Asset Management, Asset Allocation, Alternative Investments, FINRA, Retirement, Retirement Planning, Series 6, IRAs
Education
University of Northern Colorado 1986 — 1989
Oppenheimerfunds
Skills
Series 7, Mutual Funds, 401k, Series 63, Asset Management, Asset Allocation, Alternative Investments, FINRA, Retirement, Retirement Planning, Series 6, IRAs
Education
University of Northern Colorado 1986 — 1989
Robert McGinnis's OppenheimerFunds Experience 1999 - 2001
Job Senior Software Quality Assurance Analyst Test Automation at Arrow Electronics
Industry Computer Software
Experience
Arrow Electronics April 2015 - Present
Healthgrades October 2012 - March 2015
The Sports Authority October 2010 - November 2012
Great-West Life September 2009 - October 2010
Arrow Electronics January 2001 - September 2009
OppenheimerFunds 1999 - 2001
OppenheimerFunds 1992 - 1999
Skills
Quality Center, Software Quality..., Test Automation
Education
University of Northern Colorado 1988 — 1992
Bachelor of Science, Accounting
Arrow Electronics April 2015 - Present
Healthgrades October 2012 - March 2015
The Sports Authority October 2010 - November 2012
Great-West Life September 2009 - October 2010
Arrow Electronics January 2001 - September 2009
OppenheimerFunds 1999 - 2001
OppenheimerFunds 1992 - 1999
Skills
Quality Center, Software Quality..., Test Automation
Education
University of Northern Colorado 1988 — 1992
Bachelor of Science, Accounting
Gayle Callanan's OppenheimerFunds Experience May 2003 - Present
Job Data Warehouse Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2003 - Present
OppenheimerFunds September 2001 - May 2003
OppenheimerFunds October 1998 - September 2001
OppenheimerFunds February 1994 - October 1998
Skills
SDLC, Informatica, Business Intelligence, Data Modeling, Cognos, CRM, Data Warehousing, SQL, Oracle, Business Analysis, ETL, Visio, Databases, Requirements Analysis, Data Integration, Data Warehouse..., Enterprise Architecture, Requirements Gathering, Siebel, SharePoint
Education
University of Northern Colorado 1978 — 1983
Bachelor of Architecture (B.Arch.), Business
OppenheimerFunds May 2003 - Present
OppenheimerFunds September 2001 - May 2003
OppenheimerFunds October 1998 - September 2001
OppenheimerFunds February 1994 - October 1998
Skills
SDLC, Informatica, Business Intelligence, Data Modeling, Cognos, CRM, Data Warehousing, SQL, Oracle, Business Analysis, ETL, Visio, Databases, Requirements Analysis, Data Integration, Data Warehouse..., Enterprise Architecture, Requirements Gathering, Siebel, SharePoint
Education
University of Northern Colorado 1978 — 1983
Bachelor of Architecture (B.Arch.), Business
David Chang, CFA's OppenheimerFunds Experience September 2002 - October 2004
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2004 - Present
OppenheimerFunds September 2002 - October 2004
Skills
Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Financial Analysis, Alternative Investments, Investment Banking, Asset Management, Derivatives, Investments, Bloomberg, Investment Management, Private Equity, Emerging Markets
Education
Wharton School, University of Pennsylvania 1998 — 2002
BS, Finance and Information Systems
BlackRock October 2004 - Present
OppenheimerFunds September 2002 - October 2004
Skills
Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Financial Analysis, Alternative Investments, Investment Banking, Asset Management, Derivatives, Investments, Bloomberg, Investment Management, Private Equity, Emerging Markets
Education
Wharton School, University of Pennsylvania 1998 — 2002
BS, Finance and Information Systems
Jonathan Coveney's OppenheimerFunds Experience June 2007 - August 2007
Job Software Engineer at Two Sigma
Industry Financial Services
Experience
Two Sigma November 2014 - Present
The Apache Software Foundation March 2012 - Present
Twitter August 2014 - October 2014
Twitter August 2013 - August 2014
Spotify February 2013 - July 2013
Twitter September 2011 - January 2013
comScore, Inc. November 2010 - July 2011
Credit Suisse July 2010 - October 2010
Bain Capital June 2008 - August 2008
OppenheimerFunds June 2007 - August 2007
Skills
Hadoop, Data Mining, SQL, JavaScript, Big Data, Apache Pig, Scalability, Linux, Python, Analytics, Distributed Systems, Ruby, Perl, Java, Ruby on Rails, Algorithms, Functional Programming, Scala
Education
University of Pennsylvania 2005 — 2009
BAS in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2005 — 2009
BS in Economics, Finance
Jesuit College Preparatory School 2001 — 2005
Two Sigma November 2014 - Present
The Apache Software Foundation March 2012 - Present
Twitter August 2014 - October 2014
Twitter August 2013 - August 2014
Spotify February 2013 - July 2013
Twitter September 2011 - January 2013
comScore, Inc. November 2010 - July 2011
Credit Suisse July 2010 - October 2010
Bain Capital June 2008 - August 2008
OppenheimerFunds June 2007 - August 2007
Skills
Hadoop, Data Mining, SQL, JavaScript, Big Data, Apache Pig, Scalability, Linux, Python, Analytics, Distributed Systems, Ruby, Perl, Java, Ruby on Rails, Algorithms, Functional Programming, Scala
Education
University of Pennsylvania 2005 — 2009
BAS in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2005 — 2009
BS in Economics, Finance
Jesuit College Preparatory School 2001 — 2005
Aaron Raichel's OppenheimerFunds Experience March 2008 - December 2014
Job Programmer/Analyst at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds March 2008 - December 2014
OppenheimerFunds August 2003 - March 2008
OppenheimerFunds December 2002 - August 2003
State of South Dakota April 2001 - February 2002
Skills
Kofax, Sharepoint 2010, Visual Basic, Business Analysis, SDLC, SharePoint, Software Documentation, Visio, Business Intelligence, Requirements Analysis, Data Warehousing, Requirements Gathering, Leadership, Agile Methodologies, Business Process..., Databases, Document Management, Process Improvement
Education
Information Technology Institute, Canada 1999 — 2000
Master's Degree, Information Technology
University of Nebraska at Kearney 1991 — 1995
Bachelor of Science, Marketing
OppenheimerFunds March 2008 - December 2014
OppenheimerFunds August 2003 - March 2008
OppenheimerFunds December 2002 - August 2003
State of South Dakota April 2001 - February 2002
Skills
Kofax, Sharepoint 2010, Visual Basic, Business Analysis, SDLC, SharePoint, Software Documentation, Visio, Business Intelligence, Requirements Analysis, Data Warehousing, Requirements Gathering, Leadership, Agile Methodologies, Business Process..., Databases, Document Management, Process Improvement
Education
Information Technology Institute, Canada 1999 — 2000
Master's Degree, Information Technology
University of Nebraska at Kearney 1991 — 1995
Bachelor of Science, Marketing
Harry Hendon's OppenheimerFunds Experience March 2014 - Present
Job Assistant Vice President, Operations at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds March 2014 - Present
OppenheimerFunds May 2013 - March 2014
OppenheimerFunds August 2009 - May 2013
OppenheimerFunds December 2003 - August 2009
OppenheimerFunds October 1999 - December 2003
OppenheimerFunds June 1997 - October 1999
OppenheimerFunds February 1997 - June 1997
OppenheimerFunds February 1996 - February 1997
Skills
Leadership, Team Leadership, Management, Project Management, Operations Management, Risk Assessment, Risk Management, Team Building, Testing, Quality Assurance, Quality Management, Software Quality..., Incident Management, Problem Management, Problem Solving, Problem Analysis, ITIL v3 Foundations..., ITIL Process, ITIL Service Strategy, Customer Service, Disaster Recovery, Information Technology, Communication, Mentoring, Strategic Thinking, Staff Development, Staff Management, Crisis Management, Crisis Communications, Communication Skills, Performance Management, IT Operations, Coaching, Business Analysis, System Testing, Vendor Management, SDLC, Test Planning, Requirements Gathering, Process Improvement, Visio, Software Documentation, Analysis, Requirements Analysis, Waterfall, Project Portfolio..., Business Process, PMP, SharePoint, User Acceptance Testing
Education
University of Phoenix 2005 — 2007
BA, Business Management
University of South Florida 1989 — 1995
None, Pre-Med, English, English Education
OppenheimerFunds March 2014 - Present
OppenheimerFunds May 2013 - March 2014
OppenheimerFunds August 2009 - May 2013
OppenheimerFunds December 2003 - August 2009
OppenheimerFunds October 1999 - December 2003
OppenheimerFunds June 1997 - October 1999
OppenheimerFunds February 1997 - June 1997
OppenheimerFunds February 1996 - February 1997
Skills
Leadership, Team Leadership, Management, Project Management, Operations Management, Risk Assessment, Risk Management, Team Building, Testing, Quality Assurance, Quality Management, Software Quality..., Incident Management, Problem Management, Problem Solving, Problem Analysis, ITIL v3 Foundations..., ITIL Process, ITIL Service Strategy, Customer Service, Disaster Recovery, Information Technology, Communication, Mentoring, Strategic Thinking, Staff Development, Staff Management, Crisis Management, Crisis Communications, Communication Skills, Performance Management, IT Operations, Coaching, Business Analysis, System Testing, Vendor Management, SDLC, Test Planning, Requirements Gathering, Process Improvement, Visio, Software Documentation, Analysis, Requirements Analysis, Waterfall, Project Portfolio..., Business Process, PMP, SharePoint, User Acceptance Testing
Education
University of Phoenix 2005 — 2007
BA, Business Management
University of South Florida 1989 — 1995
None, Pre-Med, English, English Education
Matthew LeGrand's OppenheimerFunds Experience May 2012 - Present
Job Business Intelligence Analyst at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds May 2012 - Present
RE/MAX LLC July 2010 - August 2012
Harrahs 2009 - 2010
Skills
Access, Excel, Cognos, VBA, Visual Basic, SQL, Business Intelligence, Business Analysis, Requirements Analysis
Education
University of Nevada-Reno 2006 — 2010
Information Systems
OppenheimerFunds May 2012 - Present
RE/MAX LLC July 2010 - August 2012
Harrahs 2009 - 2010
Skills
Access, Excel, Cognos, VBA, Visual Basic, SQL, Business Intelligence, Business Analysis, Requirements Analysis
Education
University of Nevada-Reno 2006 — 2010
Information Systems
Shan Dagli's OppenheimerFunds Experience November 2005 - July 2013
Job Vice President at Envision Financial Systems, Inc.
Industry Financial Services
Experience
Envision Financial Systems, Inc. July 2013 - Present
Criterion Holdings, LLC March 2005 - Present
OppenheimerFunds November 2005 - July 2013
Janus Capital Group October 1993 - October 2005
Skills
Series 7, Series 6, Mutual Funds, Change Leadership, Vendor Management, Process Improvement, Series 63, Strategic Planning, Operations Management, Leadership Development, Capital Markets, Alternative Investments, Relationship Management, Asset Management, Financial Services, Business Analysis, Corporate Actions, Change Management, Securities, Investments, Equities, Asset Allocation
Education
University of Saint Mary 1989 — 1993
BA, History
Envision Financial Systems, Inc. July 2013 - Present
Criterion Holdings, LLC March 2005 - Present
OppenheimerFunds November 2005 - July 2013
Janus Capital Group October 1993 - October 2005
Skills
Series 7, Series 6, Mutual Funds, Change Leadership, Vendor Management, Process Improvement, Series 63, Strategic Planning, Operations Management, Leadership Development, Capital Markets, Alternative Investments, Relationship Management, Asset Management, Financial Services, Business Analysis, Corporate Actions, Change Management, Securities, Investments, Equities, Asset Allocation
Education
University of Saint Mary 1989 — 1993
BA, History
Nicole Tichota's OppenheimerFunds Experience July 2012 - Present
Job Assistant Vice President at Oppenheimerfunds
Industry Financial Services
Experience
OppenheimerFunds July 2012 - Present
OppenheimerFunds October 2011 - August 2012
Skills
Call Center, Workforce Management, Process Improvement, Operations Management, Change Management, Performance Management, Quality Control, Workforce Planning, Leadership, Team Building, Customer Service, Project Management, Vendor Management, Recruiting, Leadership Development, Team Leadership, Call Centers, Mutual Funds, Management, Training, Organizational..., Coaching, Business Analysis, Business Process..., Risk Management
Education
University of Northern Colorado
Social Sciences with emphasis in Elementary Education
OppenheimerFunds July 2012 - Present
OppenheimerFunds October 2011 - August 2012
Skills
Call Center, Workforce Management, Process Improvement, Operations Management, Change Management, Performance Management, Quality Control, Workforce Planning, Leadership, Team Building, Customer Service, Project Management, Vendor Management, Recruiting, Leadership Development, Team Leadership, Call Centers, Mutual Funds, Management, Training, Organizational..., Coaching, Business Analysis, Business Process..., Risk Management
Education
University of Northern Colorado
Social Sciences with emphasis in Elementary Education
Deb Bollig's OppenheimerFunds Experience 1988 - 2009
Job Computer Software Professional
Industry Computer Software
Experience
Broadridge Financial May 2011 - March 2012
Charles Schwab January 2011 - May 2011
Scottrade April 2009 - October 2010
oppenheimer funds 1988 - 2009
OppenheimerFunds 1988 - 2009
Butler Paper 1991 - 1995
Skills
COBOL, VSAM, JCL, SQL, SDLC, Fileaid, TSO, Endeavor, Mainframe, Syncsort, Requirements Gathering, Visio, Requirements Analysis, Sybase, CICS, Systems Analysis, Data Modeling, User Acceptance Testing, Waterfall, Data Warehousing, DB2, Unix, Quality Center, Databases, Software Development
Education
University of Phoenix 1993 — 1996
MIS, Computer Information Systems
University of Northern Colorado 1979 — 1981
MA, Mathematics
University of Northern Colorado 1974 — 1978
BA, Math
Broadridge Financial May 2011 - March 2012
Charles Schwab January 2011 - May 2011
Scottrade April 2009 - October 2010
oppenheimer funds 1988 - 2009
OppenheimerFunds 1988 - 2009
Butler Paper 1991 - 1995
Skills
COBOL, VSAM, JCL, SQL, SDLC, Fileaid, TSO, Endeavor, Mainframe, Syncsort, Requirements Gathering, Visio, Requirements Analysis, Sybase, CICS, Systems Analysis, Data Modeling, User Acceptance Testing, Waterfall, Data Warehousing, DB2, Unix, Quality Center, Databases, Software Development
Education
University of Phoenix 1993 — 1996
MIS, Computer Information Systems
University of Northern Colorado 1979 — 1981
MA, Mathematics
University of Northern Colorado 1974 — 1978
BA, Math
Angelo Ciaglia, CRPC®'s OppenheimerFunds Experience November 2005 - Present
Job Senior Advisor Consultant, VP at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2005 - Present
Skills
CRPC®, Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investments, Retirement Planning, 401k, Wealth Management, Retirement
Education
University of Rhode Island 1996 — 1999
BA, Finance
OppenheimerFunds November 2005 - Present
Skills
CRPC®, Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investments, Retirement Planning, 401k, Wealth Management, Retirement
Education
University of Rhode Island 1996 — 1999
BA, Finance
John Quinting's OppenheimerFunds Experience 1997 - 1999
Job Lead Provision Design Engineer
Industry Telecommunications
Experience
AT&T November 1999 - Present
OppenheimerFunds 1997 - 1999
Jones Intercable 1993 - 1996
Education
University of Northern Colorado 1988 — 1992
BS, Finance
AT&T November 1999 - Present
OppenheimerFunds 1997 - 1999
Jones Intercable 1993 - 1996
Education
University of Northern Colorado 1988 — 1992
BS, Finance
Richard Shepley's OppenheimerFunds Experience October 2010 - Present
Job Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2010 - Present
Deutsche Asset Management 2002 - 2010
Zurich Scudder Investments 1997 - 2002
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Equities, Capital Markets, Valuation, Fixed Income, Equity Research, Bloomberg, Mutual Funds
Education
University of Oxford 1987 — 1990
MA, Politics, Philosophy and Economics
OppenheimerFunds October 2010 - Present
Deutsche Asset Management 2002 - 2010
Zurich Scudder Investments 1997 - 2002
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Equities, Capital Markets, Valuation, Fixed Income, Equity Research, Bloomberg, Mutual Funds
Education
University of Oxford 1987 — 1990
MA, Politics, Philosophy and Economics
Aman Mayson's OppenheimerFunds Experience September 2014 - Present
Job AVP, Program Management Leader Investments and Risk Technology
Industry Management Consulting
Experience
OppenheimerFunds September 2014 - Present
OppenheimerFunds May 2012 - August 2014
The North Highland Company (TrueBridge Resources) September 2010 - May 2012
Ally Financial Inc. November 2009 - May 2010
Bank of America June 2002 - September 2009
Skills
Digital Marketing, Program Management, Banking, Customer Experience, E-commerce, Strategy, Project Planning, Information Technology, Retail, Business Analysis, PMO, Project Portfolio..., Change Management, Business Process..., Process Improvement, Business Process..., SDLC, IT Strategy, CRM, Management, Governance, Leadership
Education
University of North Carolina at Charlotte 1997 — 2002
BS
OppenheimerFunds September 2014 - Present
OppenheimerFunds May 2012 - August 2014
The North Highland Company (TrueBridge Resources) September 2010 - May 2012
Ally Financial Inc. November 2009 - May 2010
Bank of America June 2002 - September 2009
Skills
Digital Marketing, Program Management, Banking, Customer Experience, E-commerce, Strategy, Project Planning, Information Technology, Retail, Business Analysis, PMO, Project Portfolio..., Change Management, Business Process..., Process Improvement, Business Process..., SDLC, IT Strategy, CRM, Management, Governance, Leadership
Education
University of North Carolina at Charlotte 1997 — 2002
BS
John Michael Flynn's OppenheimerFunds Experience April 2004 - July 2007
Job Experienced Sales and Relationship Manager/Manager
Industry Financial Services
Experience
United Capital Source October 2014 - Present
JPMorgan Chase March 2013 - October 2014
JPMorgan Chase September 2010 - February 2013
Chase Investment Services Corp. April 2009 - September 2010
Fidelity Investments July 2007 - February 2009
OppenheimerFunds April 2004 - July 2007
OppenheimerFunds October 2002 - April 2004
Quick and Reilly, Fleet Bank December 1999 - October 2002
Saratoga Capital Management April 1998 - December 1999
Skills
Hold Series 7, series 66, Series 63, Retirement Planning, Asset Allocation, Presentations, Phone Sales, Internal Sales, Direct Sales, Small Business, Credit Cards, Mortgage Banking, Sales, Financial Services, Wealth Management, Relationship Management, High Net Worth..., Cross Selling, Strategic Financial..., Financial Advisory, Banking, Life Insurance, Retail Banking, Sales Presentations, Separately Managed..., Sales Management, IRAs, Loan Origination, Private Banking, Wealth Management..., Insurance, Training, Portfolio Management, Telemarketing, Finance, Financial Planning, Series 7
Education
St. John's University 1995 — 1998
Bachelor of Science (BS), Communication and Media Studies and Business minor.
University of Scranton 1993 — 1994
United Capital Source October 2014 - Present
JPMorgan Chase March 2013 - October 2014
JPMorgan Chase September 2010 - February 2013
Chase Investment Services Corp. April 2009 - September 2010
Fidelity Investments July 2007 - February 2009
OppenheimerFunds April 2004 - July 2007
OppenheimerFunds October 2002 - April 2004
Quick and Reilly, Fleet Bank December 1999 - October 2002
Saratoga Capital Management April 1998 - December 1999
Skills
Hold Series 7, series 66, Series 63, Retirement Planning, Asset Allocation, Presentations, Phone Sales, Internal Sales, Direct Sales, Small Business, Credit Cards, Mortgage Banking, Sales, Financial Services, Wealth Management, Relationship Management, High Net Worth..., Cross Selling, Strategic Financial..., Financial Advisory, Banking, Life Insurance, Retail Banking, Sales Presentations, Separately Managed..., Sales Management, IRAs, Loan Origination, Private Banking, Wealth Management..., Insurance, Training, Portfolio Management, Telemarketing, Finance, Financial Planning, Series 7
Education
St. John's University 1995 — 1998
Bachelor of Science (BS), Communication and Media Studies and Business minor.
University of Scranton 1993 — 1994
Stefani Barrows's OppenheimerFunds Experience February 1994 - August 2014
Job Service rep at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 1994 - August 2014
Education
University of Northern Colorado 1989 — 1993
Bachelor's Degree, Audiology/Audiologist and Speech-Language Pathology/Pathologist
smoky hill high school
OppenheimerFunds February 1994 - August 2014
Education
University of Northern Colorado 1989 — 1993
Bachelor's Degree, Audiology/Audiologist and Speech-Language Pathology/Pathologist
smoky hill high school
Thomas Miller, CFA's OppenheimerFunds Experience October 1997 - December 2003
Job SVP, Portfolio Manager/Analyst at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management December 2003 - Present
OppenheimerFunds October 1997 - December 2003
Holy Child Middle School August 1996 - June 1997
Skills
Asset Management, Portfolio Management, Fixed Income, Investments, Asset Allocation, Valuation, Risk Management, Mutual Funds, Bloomberg, Securities
Education
CFA Institute
Chartered Financial Analyst Designation, Investment Management
University of Notre Dame 1992 — 1996
BA, Psychology/Anthropology
Lazard Asset Management December 2003 - Present
OppenheimerFunds October 1997 - December 2003
Holy Child Middle School August 1996 - June 1997
Skills
Asset Management, Portfolio Management, Fixed Income, Investments, Asset Allocation, Valuation, Risk Management, Mutual Funds, Bloomberg, Securities
Education
CFA Institute
Chartered Financial Analyst Designation, Investment Management
University of Notre Dame 1992 — 1996
BA, Psychology/Anthropology
Lindsey Kalell's OppenheimerFunds Experience September 2013 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2013 - Present
US Trust June 2012 - September 2013
Morgan Stanley Smith Barney January 2007 - July 2012
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Wealth Management, Retirement Planning, Relationship Management, Wealth Management..., Retirement, Alternative Investments, Series 7, Trading, Series 63, Portfolio Management, Investment Advisory
Education
University of Missouri-Kansas City 2011 — 2013
MBA, Finance
University of Missouri-Kansas City 2007 — 2010
BBA, Finance
OppenheimerFunds September 2013 - Present
US Trust June 2012 - September 2013
Morgan Stanley Smith Barney January 2007 - July 2012
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Wealth Management, Retirement Planning, Relationship Management, Wealth Management..., Retirement, Alternative Investments, Series 7, Trading, Series 63, Portfolio Management, Investment Advisory
Education
University of Missouri-Kansas City 2011 — 2013
MBA, Finance
University of Missouri-Kansas City 2007 — 2010
BBA, Finance
Lisa Liley's OppenheimerFunds Experience August 2012 - August 2013
Job Manager at Charles Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab Investment Management September 2013 - Present
OppenheimerFunds August 2012 - August 2013
Brown Brothers Harriman September 2010 - August 2012
OppenheimerFunds June 2005 - September 2010
Skills
Mutual Funds, Bloomberg, Alternative Investments, Equities, Fixed Income, Asset Allocation, Fund Accounting, Investment Strategies, Securities, Investments, Investment Management
Education
University of Northern Colorado 2001 — 2005
Bachelors, Finance
Charles Schwab Investment Management September 2013 - Present
OppenheimerFunds August 2012 - August 2013
Brown Brothers Harriman September 2010 - August 2012
OppenheimerFunds June 2005 - September 2010
Skills
Mutual Funds, Bloomberg, Alternative Investments, Equities, Fixed Income, Asset Allocation, Fund Accounting, Investment Strategies, Securities, Investments, Investment Management
Education
University of Northern Colorado 2001 — 2005
Bachelors, Finance
Avinand Jutagir, CFA's OppenheimerFunds Experience May 2010 - Present
Job MBS Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2010 - Present
S&P August 2009 - March 2010
RBC Capital Markets 2006 - 2008
Skills
MBS, CMO, Fixed Income, Bloomberg, Derivatives, Trading, Financial Markets, Residential Mortgages, Equities, Capital Markets, Swaps, Loans, Portfolio Management, Investments, Bonds, Securities, Securitization, Asset Allocation, ABS, Valuation, Hedging, Investment Strategies, Financial Modeling, Asset Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Chicago 2001 — 2005
BA
Poly Prep
OppenheimerFunds May 2010 - Present
S&P August 2009 - March 2010
RBC Capital Markets 2006 - 2008
Skills
MBS, CMO, Fixed Income, Bloomberg, Derivatives, Trading, Financial Markets, Residential Mortgages, Equities, Capital Markets, Swaps, Loans, Portfolio Management, Investments, Bonds, Securities, Securitization, Asset Allocation, ABS, Valuation, Hedging, Investment Strategies, Financial Modeling, Asset Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Chicago 2001 — 2005
BA
Poly Prep
Amy Ehm's OppenheimerFunds Experience 1995 - 2007
Job Sr Requirements Analyst & Project Manager at Jeppesen, a Boeing Company
Industry Computer Software
Experience
Jeppesen, a Boeing Company December 2013 - Present
Lockheed Martin October 2010 - Present
T2 Systems August 2007 - June 2010
Oppenheimer Funds, Inc. 1995 - 2007
OppenheimerFunds 1995 - 2007
Skills
Visio, Project Management, Management, Process Improvement, Business Analysis, Customer Service, SDLC, Program Management, Requirements Analysis, Analysis, Vendor Management, Data Analysis, Cross-functional Team..., Software Documentation, SharePoint, PMP, Integration, Business Process..., Leadership, Risk Management, Business Process, Change Management, MS Project, Systems Analysis, Quality Assurance, Access, Business Intelligence, Agile Methodologies
Education
University of Richmond 1990 — 1994
Bachelors, Economics, Political Science
Jeppesen, a Boeing Company December 2013 - Present
Lockheed Martin October 2010 - Present
T2 Systems August 2007 - June 2010
Oppenheimer Funds, Inc. 1995 - 2007
OppenheimerFunds 1995 - 2007
Skills
Visio, Project Management, Management, Process Improvement, Business Analysis, Customer Service, SDLC, Program Management, Requirements Analysis, Analysis, Vendor Management, Data Analysis, Cross-functional Team..., Software Documentation, SharePoint, PMP, Integration, Business Process..., Leadership, Risk Management, Business Process, Change Management, MS Project, Systems Analysis, Quality Assurance, Access, Business Intelligence, Agile Methodologies
Education
University of Richmond 1990 — 1994
Bachelors, Economics, Political Science
James Loehr's OppenheimerFunds Experience December 1997 - Present
Job Instructional Designer and Facilitator at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 1997 - Present
Education
University of Northern Iowa 1980 — 1981
OppenheimerFunds December 1997 - Present
Education
University of Northern Iowa 1980 — 1981
Jim Anth's OppenheimerFunds Experience May 1994 - Present
Job Sr. Video Technology Specialist at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds May 1994 - Present
OppenheimerFunds May 1996 - May 2011
Skills
Video Conferencing, Project Management, Vendor Management, Management, Account Management, Streaming Media, Customer Service, Disaster Recovery, Integration, Call Centers, Team Leadership, Audio Conferencing, Unified Communications, Leadership, Telecommunications, Troubleshooting
Education
University of Missouri - St. Louis 1986 — 1991
Bacherlors, Business/Marketing
OppenheimerFunds May 1994 - Present
OppenheimerFunds May 1996 - May 2011
Skills
Video Conferencing, Project Management, Vendor Management, Management, Account Management, Streaming Media, Customer Service, Disaster Recovery, Integration, Call Centers, Team Leadership, Audio Conferencing, Unified Communications, Leadership, Telecommunications, Troubleshooting
Education
University of Missouri - St. Louis 1986 — 1991
Bacherlors, Business/Marketing
Jerry Rutledge's OppenheimerFunds Experience February 1983 - Present
Job Vice President/Corporate Services at OppenheimerFunds
Industry
Experience
OppenheimerFunds February 1983 - Present
Dayco Corp. June 1977 - February 1983
Skills
Business Continuity, Equities, Vendor Management, Financial Services, Business Analysis, Asset Management, Asset Managment, Change Management, Management, Leadership, Portfolio Management, Mutual Funds, Process Improvement, Risk Management, Investments, Project Management, Operations Management, SDLC
Education
University of Nebraska at Omaha 1974 — 1977
GS, Business Art Minor
OppenheimerFunds February 1983 - Present
Dayco Corp. June 1977 - February 1983
Skills
Business Continuity, Equities, Vendor Management, Financial Services, Business Analysis, Asset Management, Asset Managment, Change Management, Management, Leadership, Portfolio Management, Mutual Funds, Process Improvement, Risk Management, Investments, Project Management, Operations Management, SDLC
Education
University of Nebraska at Omaha 1974 — 1977
GS, Business Art Minor
Matthew Guthrie's OppenheimerFunds Experience November 2011 - May 2012
Job Financial Services Professional at PENSCO Trust Company, IRA Specialist
Industry Financial Services
Experience
PENSCO Trust Company November 2012 - June 2015
OppenheimerFunds November 2011 - May 2012
OppenheimerFunds December 2010 - May 2011
UNC Recreation Center August 2006 - April 2010
Skills
Financial Analysis, Time Management, Public Speaking, Financial Services, Microsoft Excel, Accounting, Portfolio Management, Program Management, Microsoft Office, PowerPoint, Customer Service, Budgets, Leadership, Mutual Funds, Microsoft Word, Research, Management, Financial Accounting, Marketing, Investments, Financial Modeling
Education
University of Northern Colorado 2006 — 2010
Bachelor of Science (B.S.), Finance, General
PENSCO Trust Company November 2012 - June 2015
OppenheimerFunds November 2011 - May 2012
OppenheimerFunds December 2010 - May 2011
UNC Recreation Center August 2006 - April 2010
Skills
Financial Analysis, Time Management, Public Speaking, Financial Services, Microsoft Excel, Accounting, Portfolio Management, Program Management, Microsoft Office, PowerPoint, Customer Service, Budgets, Leadership, Mutual Funds, Microsoft Word, Research, Management, Financial Accounting, Marketing, Investments, Financial Modeling
Education
University of Northern Colorado 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Jeff Zorgdrager's OppenheimerFunds Experience June 1998 - September 2010
Job Compliance Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman June 1998 - Present
OppenheimerFunds June 1998 - September 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Bloomberg, Bloomberg Terminal, Fund Administration, Securities, Corporate Actions, Financial Services, Bonds, Options, Fixed Income, Equities, Back Office, FINRA, Investment Advisory, Trading
Education
University of Nebraska-Lincoln 1992 — 1996
BSBA, Finance
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman June 1998 - Present
OppenheimerFunds June 1998 - September 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Bloomberg, Bloomberg Terminal, Fund Administration, Securities, Corporate Actions, Financial Services, Bonds, Options, Fixed Income, Equities, Back Office, FINRA, Investment Advisory, Trading
Education
University of Nebraska-Lincoln 1992 — 1996
BSBA, Finance
Kyle Elliott's OppenheimerFunds Experience June 2014 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - Present
OppenheimerFunds April 2013 - May 2014
Tradition Financial Services July 2011 - August 2011
Genesis Advisory Services May 2011 - June 2011
The URI Ram Fund January 2011 - May 2011
Skills
Microsoft Excel, Mutual Funds, Equities, Fixed Income, Municipal Bonds, Capital Markets, Emerging Markets, Banking, Finance, Trading, Options, FX Options, Securities
Education
University of Rhode Island 2008 — 2012
Bachelor of Science, Business Administration; Finance
Cresskill High School
OppenheimerFunds June 2014 - Present
OppenheimerFunds April 2013 - May 2014
Tradition Financial Services July 2011 - August 2011
Genesis Advisory Services May 2011 - June 2011
The URI Ram Fund January 2011 - May 2011
Skills
Microsoft Excel, Mutual Funds, Equities, Fixed Income, Municipal Bonds, Capital Markets, Emerging Markets, Banking, Finance, Trading, Options, FX Options, Securities
Education
University of Rhode Island 2008 — 2012
Bachelor of Science, Business Administration; Finance
Cresskill High School
Michael Rock, AIF, CRPS's OppenheimerFunds Experience June 2007 - Present
Job VP Retirement Plan Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2007 - Present
Ascensus January 2007 - June 2007
Skills
Series 7, 401k, Mutual Funds, Retirement, Asset Allocation, Pensions, Investments, Profit Sharing, Retirement Services, CRPS, AIF
Education
UNC Charlotte 1989 — 1993
BA, Economics
OppenheimerFunds June 2007 - Present
Ascensus January 2007 - June 2007
Skills
Series 7, 401k, Mutual Funds, Retirement, Asset Allocation, Pensions, Investments, Profit Sharing, Retirement Services, CRPS, AIF
Education
UNC Charlotte 1989 — 1993
BA, Economics
Mary Dugan Sheridan's OppenheimerFunds Experience May 2006 - Present
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2006 - Present
Merrill Lynch March 2005 - May 2006
J&W Seligman January 2002 - March 2005
Deutsche Bank March 1994 - June 2001
Skills
CFA, Security Analysis, Securities, Asset Management, Buy-side
Education
New York University, Stern School of Business 1984 — 1989
Master of Business Administration (MBA), Finance, International Business
University of Rochester 1979 — 1983
Bachelor of Arts (BA), Economics
OppenheimerFunds May 2006 - Present
Merrill Lynch March 2005 - May 2006
J&W Seligman January 2002 - March 2005
Deutsche Bank March 1994 - June 2001
Skills
CFA, Security Analysis, Securities, Asset Management, Buy-side
Education
New York University, Stern School of Business 1984 — 1989
Master of Business Administration (MBA), Finance, International Business
University of Rochester 1979 — 1983
Bachelor of Arts (BA), Economics
Brandon Wales's OppenheimerFunds Experience June 2006 - August 2008
Job Cash and Investment Analyst at Dallas/Fort Worth International Airport (DFW)
Industry Financial Services
Experience
Dallas/Fort Worth International Airport (DFW) September 2014 - Present
American Airlines November 2012 - September 2014
Brown Brothers Harriman 2008 - 2012
OppenheimerFunds June 2006 - August 2008
Education
UNLV 2002 — 2005
BS, Finance
Dallas/Fort Worth International Airport (DFW) September 2014 - Present
American Airlines November 2012 - September 2014
Brown Brothers Harriman 2008 - 2012
OppenheimerFunds June 2006 - August 2008
Education
UNLV 2002 — 2005
BS, Finance
Jason Unruh's OppenheimerFunds Experience November 2012 - Present
Job Senior Windows Engineeer at OppenheimerFunds
Industry Computer Hardware
Experience
OppenheimerFunds November 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking
Education
University of Northern Colorado 1991 — 1995
Bachelor's degree, Sociology
OppenheimerFunds November 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking
Education
University of Northern Colorado 1991 — 1995
Bachelor's degree, Sociology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY