OppenheimerFunds Company
Industry: Company
DescriptionHeadquarters: New York City, New York, United States CEO: Arthur P. Steinmetz Chief investment officer: George R. Evans (Equities) Chief risk officer: Ahmad Deek CFO: David M. Pfeffer Subsidiaries: SteelPath, OFI Global Asset Management, Inc.,
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OppenheimerFunds Employees
Employee
Years
Job
Industry
Dana Duke Dana Duke's OppenheimerFunds Experience 2004 - 2010
Job
Industry E-Learning
Experience
OppenheimerFunds 2004 - 2010
Altria 1992 - 2003
Skills
Technical Writing, Research, Business Requirements, Business Process..., Business Intelligence, Microsoft Access, Flowcharting, French to English, German, Web Design, Interface Design, Siebel 7.x, Cognos, Microsoft Excel, Microsoft Project, Multimedia Design, Flash Animation, FlashDevelop, Dreamweaver, Photoshop, Authorware, Microsoft Word, Microsoft Office, PowerPoint, Windows, Outlook, Teaching, Customer Service
Education
University of South Carolina - The Moore School of Business 1985 — 1986
Master of Business Administration (MBA), International Business
University of South Carolina-Columbia 1980 — 1983
Bachelor of Arts (BA), French Studies
OppenheimerFunds 2004 - 2010
Altria 1992 - 2003
Skills
Technical Writing, Research, Business Requirements, Business Process..., Business Intelligence, Microsoft Access, Flowcharting, French to English, German, Web Design, Interface Design, Siebel 7.x, Cognos, Microsoft Excel, Microsoft Project, Multimedia Design, Flash Animation, FlashDevelop, Dreamweaver, Photoshop, Authorware, Microsoft Word, Microsoft Office, PowerPoint, Windows, Outlook, Teaching, Customer Service
Education
University of South Carolina - The Moore School of Business 1985 — 1986
Master of Business Administration (MBA), International Business
University of South Carolina-Columbia 1980 — 1983
Bachelor of Arts (BA), French Studies
Anna Berger Anna Berger's OppenheimerFunds Experience June 2013 - October 2013
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Merrill Lynch January 2014 - September 2014
OppenheimerFunds June 2013 - October 2013
Merrill Lynch January 2012 - May 2013
J.Crew May 2010 - August 2010
Keane Capital Management June 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Marketing, Retail, Sales, Mutual Funds, Market Research, Microsoft Office, Time Management, Investments, Salesforce.com, Series 7, Budgets, Outlook, Customer Service, Business Analysis
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Wells Fargo Advisors September 2014 - Present
Merrill Lynch January 2014 - September 2014
OppenheimerFunds June 2013 - October 2013
Merrill Lynch January 2012 - May 2013
J.Crew May 2010 - August 2010
Keane Capital Management June 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Marketing, Retail, Sales, Mutual Funds, Market Research, Microsoft Office, Time Management, Investments, Salesforce.com, Series 7, Budgets, Outlook, Customer Service, Business Analysis
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Daniel Deckman Daniel Deckman's OppenheimerFunds Experience May 1997 - March 2000
Job Director, Investment Management Consultant at BlackRock
Industry Investment Management
Experience
BlackRock May 2005 - Present
AllianceBernstein May 2000 - April 2005
OppenheimerFunds May 1997 - March 2000
Skills
Certified Investment..., Cycling, Ski, Hiking
Education
University of South Florida 1983 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
BlackRock May 2005 - Present
AllianceBernstein May 2000 - April 2005
OppenheimerFunds May 1997 - March 2000
Skills
Certified Investment..., Cycling, Ski, Hiking
Education
University of South Florida 1983 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Payton McCrossan Payton McCrossan's OppenheimerFunds Experience December 2014 - Present
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
AXA June 2014 - October 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kelly Pipe June 2012 - August 2012
Southern Spirits June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Statement..., Financial Analysis, Financial Reporting, Management, Customer Service, Sales, Supply Chain Management, Investments, Financial Modeling, PowerPoint, Corporate Finance, Microsoft Word, Data Analysis
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science in Business, Investment Finance, Sport and Entertainment Management
Charlotte Country Day School 2006 — 2010
OppenheimerFunds December 2014 - Present
AXA June 2014 - October 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kelly Pipe June 2012 - August 2012
Southern Spirits June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Statement..., Financial Analysis, Financial Reporting, Management, Customer Service, Sales, Supply Chain Management, Investments, Financial Modeling, PowerPoint, Corporate Finance, Microsoft Word, Data Analysis
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science in Business, Investment Finance, Sport and Entertainment Management
Charlotte Country Day School 2006 — 2010
Gabriella Tringali Gabriella Tringali's OppenheimerFunds Experience June 2012 - August 2012
Job Student at University of South Carolina School of Law
Industry Law Practice
Experience
Frasco Caponigro Wineman & Scheible May 2014 - August 2014
South Carolina Court of Appeals May 2014 - May 2014
University of Michigan Law Library May 2013 - August 2013
Univeristy of Michigan Law Library May 2011 - April 2013
OppenheimerFunds June 2012 - August 2012
University of Michigan Law Library May 2011 - August 2011
Skills
InDesign, Dreamweaver, Photoshop, Microsoft Office, Illustrator, Research, Final Cut Pro, Time Management, Leadership, Social Media, PowerPoint, Event Planning, Social Media Marketing, Microsoft Excel, Social Networking, Marketing, Spanish, Legal Research
Education
University of South Carolina School of Law 2013 — 2016
Juris Doctor (J.D.)
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Pre-Law, Psychology
Notre Dame Preparatory High School 2005 — 2009
High School Diploma
Frasco Caponigro Wineman & Scheible May 2014 - August 2014
South Carolina Court of Appeals May 2014 - May 2014
University of Michigan Law Library May 2013 - August 2013
Univeristy of Michigan Law Library May 2011 - April 2013
OppenheimerFunds June 2012 - August 2012
University of Michigan Law Library May 2011 - August 2011
Skills
InDesign, Dreamweaver, Photoshop, Microsoft Office, Illustrator, Research, Final Cut Pro, Time Management, Leadership, Social Media, PowerPoint, Event Planning, Social Media Marketing, Microsoft Excel, Social Networking, Marketing, Spanish, Legal Research
Education
University of South Carolina School of Law 2013 — 2016
Juris Doctor (J.D.)
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Pre-Law, Psychology
Notre Dame Preparatory High School 2005 — 2009
High School Diploma
Sirena Courtney's OppenheimerFunds Experience January 1994 - January 1995
Job First Data/TASQ Technology
Industry Information Technology and Services
Experience
TASQ Technology June 2014 - Present
Waste Management October 2010 - January 2014
Alliant Health Plans June 2010 - October 2010
Hillside United Methodist Church January 2004 - May 2010
National Association of Securities Dealers January 1995 - January 1997
OppenheimerFunds January 1994 - January 1995
Skills
Account Management, Salesforce.com, New Business Development, Sales Operations, Sales Process, Customer Satisfaction, Sales Presentations, Cold Calling, Sales Management, Sales, Contract Negotiation, Leadership, Customer Retention, Customer Service, Marketing
Education
University of South Carolina - Darla Moore School of Business 1987 — 1990
Bachelor of Science, Business Administration, Marketing
University of South Carolina - Darla Moore School of Business
TASQ Technology June 2014 - Present
Waste Management October 2010 - January 2014
Alliant Health Plans June 2010 - October 2010
Hillside United Methodist Church January 2004 - May 2010
National Association of Securities Dealers January 1995 - January 1997
OppenheimerFunds January 1994 - January 1995
Skills
Account Management, Salesforce.com, New Business Development, Sales Operations, Sales Process, Customer Satisfaction, Sales Presentations, Cold Calling, Sales Management, Sales, Contract Negotiation, Leadership, Customer Retention, Customer Service, Marketing
Education
University of South Carolina - Darla Moore School of Business 1987 — 1990
Bachelor of Science, Business Administration, Marketing
University of South Carolina - Darla Moore School of Business
Allie Siville Allie Siville's OppenheimerFunds Experience August 2015 - Present
Job Supervisor of Operations at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
OppenheimerFunds June 2014 - August 2015
Target January 2013 - May 2014
Target July 2012 - December 2012
Target May 2011 - August 2012
Town of Superior May 2007 - July 2010
Skills
Microsoft Word, Store Management, Loss Prevention, Microsoft Excel, Program Management, Management, Time Management, Leadership, Team Leadership, Teamwork, Customer Service, Social Networking, Human Resources, Training, PowerPoint
Education
University of South Carolina - The Moore School of Business 2009 — 2012
Bachelor's Degree, Investment Finance, Minor in Spanish Language
OppenheimerFunds August 2015 - Present
OppenheimerFunds June 2014 - August 2015
Target January 2013 - May 2014
Target July 2012 - December 2012
Target May 2011 - August 2012
Town of Superior May 2007 - July 2010
Skills
Microsoft Word, Store Management, Loss Prevention, Microsoft Excel, Program Management, Management, Time Management, Leadership, Team Leadership, Teamwork, Customer Service, Social Networking, Human Resources, Training, PowerPoint
Education
University of South Carolina - The Moore School of Business 2009 — 2012
Bachelor's Degree, Investment Finance, Minor in Spanish Language
Pat Flynn's OppenheimerFunds Experience January 2001 - Present
Job SVP Divisional Sales Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2001 - Present
Skills
Series 7, Alternative Investments, Series 63, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Equities, Retirement Planning, Wealth Management, Securities, Series 6, Retirement
Education
University of Southern California 1975 — 1980
BS, Finance
OppenheimerFunds January 2001 - Present
Skills
Series 7, Alternative Investments, Series 63, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Equities, Retirement Planning, Wealth Management, Securities, Series 6, Retirement
Education
University of Southern California 1975 — 1980
BS, Finance
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