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
Jordan Shore Jordan Shore's OppenheimerFunds Experience September 2014 - Present
Job Leader in Development at Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
The Doyle Group February 2014 - September 2014
Apple September 2011 - February 2014
The Melting Pot January 2008 - August 2011
Skills
Leadership, Management, Training, Team Leadership, Recruiting, Time Management, PowerPoint, Microsoft Excel, Sales, Customer Service, Teamwork, Hiring, Retail, Microsoft Office, Public Speaking, Team Building, Social Networking, Interviews, Customer Relations, Keynote, iLife, iWork, Mobile Devices, Employee Training, Microsoft Word, Scheduling, Writing, Telephone Skills, Inventory Management, Customer Experience, Coaching, Excel, Word, OS X, Sourcing, Negotiation, Strategy, Customer Satisfaction, Leadership Development, Performance Management, MaxHire, LinkedIn Recruiter
Education
University of Denver - Daniels College of Business 2008 — 2011
BSBA, Finance
Bond University 2009 — 2009
OppenheimerFunds September 2014 - Present
The Doyle Group February 2014 - September 2014
Apple September 2011 - February 2014
The Melting Pot January 2008 - August 2011
Skills
Leadership, Management, Training, Team Leadership, Recruiting, Time Management, PowerPoint, Microsoft Excel, Sales, Customer Service, Teamwork, Hiring, Retail, Microsoft Office, Public Speaking, Team Building, Social Networking, Interviews, Customer Relations, Keynote, iLife, iWork, Mobile Devices, Employee Training, Microsoft Word, Scheduling, Writing, Telephone Skills, Inventory Management, Customer Experience, Coaching, Excel, Word, OS X, Sourcing, Negotiation, Strategy, Customer Satisfaction, Leadership Development, Performance Management, MaxHire, LinkedIn Recruiter
Education
University of Denver - Daniels College of Business 2008 — 2011
BSBA, Finance
Bond University 2009 — 2009
Andrew Slack Andrew Slack's OppenheimerFunds Experience September 2007 - March 2014
Job Software Developer at Datu
Industry Health, Wellness and Fitness
Experience
Datu Health April 2014 - Present
OppenheimerFunds September 2007 - March 2014
RiskMetrics Group November 1999 - August 2007
Education
Birkbeck, U. of London 1995 — 1997
Master of Science (MSc), Database Systems
University of Leeds 1989 — 1992
Bachelor of Science (BSc), Data Processing & Information Systems, IIi
Datu Health April 2014 - Present
OppenheimerFunds September 2007 - March 2014
RiskMetrics Group November 1999 - August 2007
Education
Birkbeck, U. of London 1995 — 1997
Master of Science (MSc), Database Systems
University of Leeds 1989 — 1992
Bachelor of Science (BSc), Data Processing & Information Systems, IIi
Courtney Hurley's OppenheimerFunds Experience November 2010 - April 2011
Job Director of Marketing at New England Country Rentals
Industry Marketing and Advertising
Experience
New England Country Rentals March 2014 - Present
Greater Than One April 2011 - April 2014
OppenheimerFunds November 2010 - April 2011
Xtify, Inc. November 2010 - March 2011
TJX August 2009 - November 2010
Skills
Search Engine Marketing, SEO, SEO Audits, Web Analytics, Competitive Analysis, Mobile Marketing, Paid Search Campaigns, Google Adwords, Google Analytics, Google Webmaster Tools, Marin Software, Omniture, Social Media, Social Media Marketing, Facebook Marketing, YouTube, Proposal Writing, Website Development, HTML, JavaScript, CSS, Dreamweaver, HTML emails, Competency Based..., Project Management, Development Of Employees, Strategic Hiring, New Hire Training, Employee Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SEM, Strategy, Marketing Strategy
Education
Bentley University 2005 — 2009
BS, Marketing
New England Country Rentals March 2014 - Present
Greater Than One April 2011 - April 2014
OppenheimerFunds November 2010 - April 2011
Xtify, Inc. November 2010 - March 2011
TJX August 2009 - November 2010
Skills
Search Engine Marketing, SEO, SEO Audits, Web Analytics, Competitive Analysis, Mobile Marketing, Paid Search Campaigns, Google Adwords, Google Analytics, Google Webmaster Tools, Marin Software, Omniture, Social Media, Social Media Marketing, Facebook Marketing, YouTube, Proposal Writing, Website Development, HTML, JavaScript, CSS, Dreamweaver, HTML emails, Competency Based..., Project Management, Development Of Employees, Strategic Hiring, New Hire Training, Employee Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SEM, Strategy, Marketing Strategy
Education
Bentley University 2005 — 2009
BS, Marketing
Scott Austin Scott Austin's OppenheimerFunds Experience January 2015 - May 2015
Job Douglas County Sheriffs Office
Industry Law Enforcement
Experience
OppenheimerFunds January 2015 - May 2015
Orange Octopus Company December 2013 - December 2014
BYU-Idaho Scroll Newspaper September 2013 - July 2014
Orange Octopus Company December 2013 - March 2014
BYU-Idaho Scroll Newspaper April 2012 - July 2013
Preventive Pest Control May 2011 - December 2011
Rocky Mountain Handyman September 2004 - September 2008
Rain Bird Corporation June 2008 - August 2008
Skills
Sales, Entrepreneurship, Eagle Scout, Bilingual, Digital Photography, Handyman Services, Graphic Design, Photography, PowerPoint, Microsoft Office, Microsoft Word, Illustrator, Blogging, Microsoft Excel, Adobe Creative Suite, Customer Service, Management, Facebook, Social Networking, Editing, InDesign, Social Media, Mac, Marketing, WordPress, Training, Creative Writing, Photoshop, Web Design, Final Cut Pro, Video Editing, Team Building, Team Management, Sales Operations, Team Leadership
Education
Brigham Young University - Idaho 2012 — 2014
Business Management, Business, Management, Marketing, and Related Support Services, 3.65
Metro State College 2010 — 2011
Ponderosa High School Parker, CO 2004 — 2008
High School Diploma, General Studies
OppenheimerFunds January 2015 - May 2015
Orange Octopus Company December 2013 - December 2014
BYU-Idaho Scroll Newspaper September 2013 - July 2014
Orange Octopus Company December 2013 - March 2014
BYU-Idaho Scroll Newspaper April 2012 - July 2013
Preventive Pest Control May 2011 - December 2011
Rocky Mountain Handyman September 2004 - September 2008
Rain Bird Corporation June 2008 - August 2008
Skills
Sales, Entrepreneurship, Eagle Scout, Bilingual, Digital Photography, Handyman Services, Graphic Design, Photography, PowerPoint, Microsoft Office, Microsoft Word, Illustrator, Blogging, Microsoft Excel, Adobe Creative Suite, Customer Service, Management, Facebook, Social Networking, Editing, InDesign, Social Media, Mac, Marketing, WordPress, Training, Creative Writing, Photoshop, Web Design, Final Cut Pro, Video Editing, Team Building, Team Management, Sales Operations, Team Leadership
Education
Brigham Young University - Idaho 2012 — 2014
Business Management, Business, Management, Marketing, and Related Support Services, 3.65
Metro State College 2010 — 2011
Ponderosa High School Parker, CO 2004 — 2008
High School Diploma, General Studies
Christopher Barlow, CFA Christopher Barlow, CFA's OppenheimerFunds Experience July 2006 - December 2006
Job National Director, Defined Contribution Investments
Industry Financial Services
Experience
BMO Global Asset Management June 2014 - Present
Russell Investments April 2011 - June 2014
Wells Fargo August 2010 - March 2011
Wells Fargo January 2007 - August 2010
OppenheimerFunds July 2006 - December 2006
Enterprise Fund Distributors January 2005 - June 2006
Strong Investments March 2003 - December 2004
Strong Investments April 2000 - February 2003
Education
Brigham Young University 1997 — 2000
BS, Finance
BMO Global Asset Management June 2014 - Present
Russell Investments April 2011 - June 2014
Wells Fargo August 2010 - March 2011
Wells Fargo January 2007 - August 2010
OppenheimerFunds July 2006 - December 2006
Enterprise Fund Distributors January 2005 - June 2006
Strong Investments March 2003 - December 2004
Strong Investments April 2000 - February 2003
Education
Brigham Young University 1997 — 2000
BS, Finance
Alexandra Panzer's OppenheimerFunds Experience January 2008 - April 2010
Job Senior Account Manager at Adyen
Industry Information Technology and Services
Experience
Adyen January 2015 - Present
Coinbase June 2014 - December 2014
BOKU, Inc. March 2013 - May 2014
Kindred Partners April 2010 - February 2013
OppenheimerFunds January 2008 - April 2010
Skills
Strategic Planning
Education
Bentley University
Adyen January 2015 - Present
Coinbase June 2014 - December 2014
BOKU, Inc. March 2013 - May 2014
Kindred Partners April 2010 - February 2013
OppenheimerFunds January 2008 - April 2010
Skills
Strategic Planning
Education
Bentley University
Jennifer (Stevens) Gooch's OppenheimerFunds Experience July 2007 - March 2011
Job Marketing Communications Specialist
Industry Financial Services
Experience
OppenheimerFunds July 2007 - March 2011
OppenheimerFunds October 2001 - June 2007
Maybelline January 1999 - June 2000
Lippe Taylor Public Relations February 1995 - January 1999
Seventeen Magazine June 1994 - February 1995
Skills
Marketing and..., Strategic Communications, Speech Writing, Speech Coaching, Copywriting, Copy Editing, Webinar & Video Script..., Charitable Giving..., Corporate Social..., Creative Writing, Employee Engagement, Lifestyle Writing, Financial Services..., Beauty Industry, Beauty/Healthcare..., Corporate Communications, Event Planning
Education
Boston College 1990 — 1994
B.A., Communications and Human Development
OppenheimerFunds July 2007 - March 2011
OppenheimerFunds October 2001 - June 2007
Maybelline January 1999 - June 2000
Lippe Taylor Public Relations February 1995 - January 1999
Seventeen Magazine June 1994 - February 1995
Skills
Marketing and..., Strategic Communications, Speech Writing, Speech Coaching, Copywriting, Copy Editing, Webinar & Video Script..., Charitable Giving..., Corporate Social..., Creative Writing, Employee Engagement, Lifestyle Writing, Financial Services..., Beauty Industry, Beauty/Healthcare..., Corporate Communications, Event Planning
Education
Boston College 1990 — 1994
B.A., Communications and Human Development
Jon Campagna Jon Campagna's OppenheimerFunds Experience November 2014 - Present
Job AVP Equity Derivatives Trader at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
OppenheimerFunds May 2013 - October 2014
OppenheimerFunds February 2011 - May 2013
The Hybrid Fund April 2010 - February 2011
AMR Capital Trading May 2004 - April 2010
Skills
Trading, Trade Operations, Options, Futures, Emerging Markets, Equities, International Capital..., Structured Products, Leadership, Management, Mentoring, Peer Leadership, Bloomberg Terminal, Order Management Systems, Omgeo Oasys, Charles River IMS, RediPlus, Reuters, Microsoft Excel
Education
Bucknell University 2000 — 2004
Bachelor of Arts (B.A.), Economics
OppenheimerFunds November 2014 - Present
OppenheimerFunds May 2013 - October 2014
OppenheimerFunds February 2011 - May 2013
The Hybrid Fund April 2010 - February 2011
AMR Capital Trading May 2004 - April 2010
Skills
Trading, Trade Operations, Options, Futures, Emerging Markets, Equities, International Capital..., Structured Products, Leadership, Management, Mentoring, Peer Leadership, Bloomberg Terminal, Order Management Systems, Omgeo Oasys, Charles River IMS, RediPlus, Reuters, Microsoft Excel
Education
Bucknell University 2000 — 2004
Bachelor of Arts (B.A.), Economics
James Sivigny, CFA James Sivigny, CFA's OppenheimerFunds Experience June 2002 - December 2006
Job Portfolio Manager High Yield
Industry Investment Management
Experience
BNP Paribas Investment Partners June 2014 - Present
Deutsche Bank (formerly Bankers Trust Company), Asset Management Division 2007 - 2014
OppenheimerFunds June 2002 - December 2006
Skills
Equity Research, Equities, Bloomberg, Fixed Income, Asset Management, Valuation, Investment Management, Capital Markets, Portfolio Management, Financial Modeling, High Yield, Loans, Chartered Financial..., Leveraged Finance, Bonds, Finance, Investment Banking, Capital Structure, Financial Markets, Equity Valuation
Education
State University of New York at Binghamton
Bachelor's degree, Economics
BNP Paribas Investment Partners June 2014 - Present
Deutsche Bank (formerly Bankers Trust Company), Asset Management Division 2007 - 2014
OppenheimerFunds June 2002 - December 2006
Skills
Equity Research, Equities, Bloomberg, Fixed Income, Asset Management, Valuation, Investment Management, Capital Markets, Portfolio Management, Financial Modeling, High Yield, Loans, Chartered Financial..., Leveraged Finance, Bonds, Finance, Investment Banking, Capital Structure, Financial Markets, Equity Valuation
Education
State University of New York at Binghamton
Bachelor's degree, Economics
Kelly Iosua Kelly Iosua's OppenheimerFunds Experience June 2004 - August 2004
Job VP, Credit Research Analyst at Loomis Sayles
Industry Financial Services
Experience
Loomis, Sayles & Company June 2010 - Present
Loomis, Sayles & Company June 2009 - June 2010
Loomis, Sayles & Company April 2007 - June 2009
Wachovia Bank, NA July 2005 - March 2007
Alpha Equity Research September 2004 - May 2005
OppenheimerFunds June 2004 - August 2004
Merrill Lynch September 2003 - November 2003
Skills
Fixed Income, Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Bloomberg, Asset Allocation, High Yield Bonds, Bond Markets, Bond Pricing, Credit Rating, Credit Analysis, Financial Modeling, Bonds
Education
Boston College - Carroll School of Management 2007 — 2010
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Economics
Loomis, Sayles & Company June 2010 - Present
Loomis, Sayles & Company June 2009 - June 2010
Loomis, Sayles & Company April 2007 - June 2009
Wachovia Bank, NA July 2005 - March 2007
Alpha Equity Research September 2004 - May 2005
OppenheimerFunds June 2004 - August 2004
Merrill Lynch September 2003 - November 2003
Skills
Fixed Income, Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Bloomberg, Asset Allocation, High Yield Bonds, Bond Markets, Bond Pricing, Credit Rating, Credit Analysis, Financial Modeling, Bonds
Education
Boston College - Carroll School of Management 2007 — 2010
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Economics
Anita Rochester Anita Rochester's OppenheimerFunds Experience August 2004 - May 2005
Job Author, Public Relations & Communications Professional
Industry Public Relations and Communications
Experience
Author/Inspirational Speaker December 2013 - Present
Black Hills Corporation April 2013 - Present
Safeway August 2009 - August 2013
Rapid City Area Schools August 2012 - April 2013
Regional Health March 2011 - August 2012
TJ Maxx March 2008 - August 2008
Centrix Financial, Flatiron Financial, Peak 5 May 2005 - November 2007
OppenheimerFunds August 2004 - May 2005
Great-West Life August 2000 - December 2003
Office of the District Attorney August 1999 - August 2000
Skills
Public Relations, Press Releases, Media Relations, Copy Editing, Creative Writing, Customer Service, Journalism, Freelance Writing, News Writing, Public Speaking, Social Networking, Proofreading, Published Author, Blogging, Writing, Social Media, Text Editing
Education
Black Hills State University 1982 — 1985
Bachelor’s Degree, Mass Communications/Journalism
Black Hills State University
Bachelor’s Degree, Department of Labor/Public Relations Internship/Coordinator, SYP (Summer Youth Program), A (15 credits)
South Dakota School of Mines and Technology
Civil Engineering
University of Colorado Colorado Springs
Author/Inspirational Speaker December 2013 - Present
Black Hills Corporation April 2013 - Present
Safeway August 2009 - August 2013
Rapid City Area Schools August 2012 - April 2013
Regional Health March 2011 - August 2012
TJ Maxx March 2008 - August 2008
Centrix Financial, Flatiron Financial, Peak 5 May 2005 - November 2007
OppenheimerFunds August 2004 - May 2005
Great-West Life August 2000 - December 2003
Office of the District Attorney August 1999 - August 2000
Skills
Public Relations, Press Releases, Media Relations, Copy Editing, Creative Writing, Customer Service, Journalism, Freelance Writing, News Writing, Public Speaking, Social Networking, Proofreading, Published Author, Blogging, Writing, Social Media, Text Editing
Education
Black Hills State University 1982 — 1985
Bachelor’s Degree, Mass Communications/Journalism
Black Hills State University
Bachelor’s Degree, Department of Labor/Public Relations Internship/Coordinator, SYP (Summer Youth Program), A (15 credits)
South Dakota School of Mines and Technology
Civil Engineering
University of Colorado Colorado Springs
Angelo Manioudakis's OppenheimerFunds Experience March 2002 - December 2008
Job Chief Investment Officer, Global Asset Allocation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Sun Life Financial October 2010 - October 2013
Oppenheimerfunds March 2002 - December 2008
Morgan Stanley Investment Management / Miller, Anderson & Sherrerd August 1993 - March 2002
GE Capital May 1988 - August 1991
Education
Harvard Business School 1991 — 1993
MBA
Bentley University 1984 — 1988
Bachelor of Science, Finance
Fidelity Investments November 2013 - Present
Sun Life Financial October 2010 - October 2013
Oppenheimerfunds March 2002 - December 2008
Morgan Stanley Investment Management / Miller, Anderson & Sherrerd August 1993 - March 2002
GE Capital May 1988 - August 1991
Education
Harvard Business School 1991 — 1993
MBA
Bentley University 1984 — 1988
Bachelor of Science, Finance
Vander Beatty Vander Beatty's OppenheimerFunds Experience June 2014 - October 2014
Job Pro Bono Scholar at Brooklyn Defender Services
Industry Insurance
Experience
Brooklyn Defender Services February 2015 - Present
OppenheimerFunds June 2014 - October 2014
Beecher Carlson October 2013 - May 2014
Labaton Sucharow LLP August 2013 - May 2014
OppenheimerFunds May 2013 - September 2013
Bauman, Katz & Grill July 2011 - July 2013
Katz & Associates (MetLife Auto and Home Brooklyn In-House Counsel) January 2013 - April 2013
Doyaga & Schaefer, LLP January 2013 - April 2013
NYC Human Resource Administration, Office of Contract Administration May 2012 - December 2012
BLS Legal Services Corporate and Real Esate Clinic April 2012 - August 2012
Skills
Liability, Claims, Equities, Securities, Trading, Compliance, Alternative Dispute..., Claim, Trials, Arbitration, Legal Research, Negotiation, Corporate Law, Analysis, Bankruptcy, Litigation
Education
Brooklyn Law School 2011 — 2014
JD, Law
University of International Business and Economics Law School-Beijing, China 2013 — 2013
n/a, Banking, Corporate, Finance, and Securities Law
Goucher College 1995 — 1999
B.A, Management; International Business
Brooklyn Defender Services February 2015 - Present
OppenheimerFunds June 2014 - October 2014
Beecher Carlson October 2013 - May 2014
Labaton Sucharow LLP August 2013 - May 2014
OppenheimerFunds May 2013 - September 2013
Bauman, Katz & Grill July 2011 - July 2013
Katz & Associates (MetLife Auto and Home Brooklyn In-House Counsel) January 2013 - April 2013
Doyaga & Schaefer, LLP January 2013 - April 2013
NYC Human Resource Administration, Office of Contract Administration May 2012 - December 2012
BLS Legal Services Corporate and Real Esate Clinic April 2012 - August 2012
Skills
Liability, Claims, Equities, Securities, Trading, Compliance, Alternative Dispute..., Claim, Trials, Arbitration, Legal Research, Negotiation, Corporate Law, Analysis, Bankruptcy, Litigation
Education
Brooklyn Law School 2011 — 2014
JD, Law
University of International Business and Economics Law School-Beijing, China 2013 — 2013
n/a, Banking, Corporate, Finance, and Securities Law
Goucher College 1995 — 1999
B.A, Management; International Business
Matthew Love Matthew Love's OppenheimerFunds Experience January 2000 - March 2003
Job Senior Executive Recruiter at Woodmoor Group | Information Technology | Health Care | Financial Services
Industry Staffing and Recruiting
Experience
Woodmoor Group January 2013 - Present
U.S. Bank March 2006 - January 2010
Allstate March 2003 - February 2006
OppenheimerFunds January 2000 - March 2003
OppenheimerFunds June 1988 - December 1999
OppenheimerFunds March 1995 - June 1998
Lipper, A Thomson Reuters Company March 1992 - June 1993
Skills
Executive Search, Search, Financial Services, Investments, Portfolio Management, Strategic Financial..., Insurance, Recruiting, Talent Acquisition, Applicant Tracking..., Account Management, Finance, Sales Management, Technical Recruiting, Coaching, Business Development, Team Building, Sourcing
Education
College for Financial Planning 1999 — 2001
CFP, Financial Planning and Services
Colorado State University 1989 — 1993
Cal State Fullerton 1988 — 1989
Woodmoor Group January 2013 - Present
U.S. Bank March 2006 - January 2010
Allstate March 2003 - February 2006
OppenheimerFunds January 2000 - March 2003
OppenheimerFunds June 1988 - December 1999
OppenheimerFunds March 1995 - June 1998
Lipper, A Thomson Reuters Company March 1992 - June 1993
Skills
Executive Search, Search, Financial Services, Investments, Portfolio Management, Strategic Financial..., Insurance, Recruiting, Talent Acquisition, Applicant Tracking..., Account Management, Finance, Sales Management, Technical Recruiting, Coaching, Business Development, Team Building, Sourcing
Education
College for Financial Planning 1999 — 2001
CFP, Financial Planning and Services
Colorado State University 1989 — 1993
Cal State Fullerton 1988 — 1989
Kathy Speakman Kathy Speakman's OppenheimerFunds Experience October 1983 - June 1984
Job Designer at Classy Creations Jewelry
Industry Design
Experience
Classy Creations Jewelry March 2014 - Present
OppenheimerFunds October 1983 - June 1984
Western Savings and Loan November 1978 - October 1983
Skills
Management, Customer Service, English, Leadership, Negotiation, Teaching, Sales Management, Social Media, Marketing, Illustrator, Sales, Public Speaking, Project Management, Adobe Creative Suite
Education
Brigham Young University 1973 — 1978
Psychology, Interior Design
Classy Creations Jewelry March 2014 - Present
OppenheimerFunds October 1983 - June 1984
Western Savings and Loan November 1978 - October 1983
Skills
Management, Customer Service, English, Leadership, Negotiation, Teaching, Sales Management, Social Media, Marketing, Illustrator, Sales, Public Speaking, Project Management, Adobe Creative Suite
Education
Brigham Young University 1973 — 1978
Psychology, Interior Design
Mike Hollingsed Mike Hollingsed's OppenheimerFunds Experience April 2008 - September 2010
Job Technical Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman September 2010 - June 2014
OppenheimerFunds April 2008 - September 2010
Rivet Software March 2007 - April 2008
SunGard November 2005 - March 2007
SunGard July 2003 - November 2005
Vail Resorts January 2002 - January 2003
Skills
Equities, Securities, Mutual Funds, Financial Analysis, Business Analysis, Banking, Fixed Income, Financial Services, Business Process..., Bloomberg, Derivatives, Due Diligence, Hedge Funds, Relationship Management, Financial Risk, Risk Management, Financial Modeling, Portfolio Management, Investments, Finance, Strategic Financial..., Corporate Finance
Education
Bowling Green State University 1998 — 2003
Bachelor's degree, Accounting and Computer Science
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman September 2010 - June 2014
OppenheimerFunds April 2008 - September 2010
Rivet Software March 2007 - April 2008
SunGard November 2005 - March 2007
SunGard July 2003 - November 2005
Vail Resorts January 2002 - January 2003
Skills
Equities, Securities, Mutual Funds, Financial Analysis, Business Analysis, Banking, Fixed Income, Financial Services, Business Process..., Bloomberg, Derivatives, Due Diligence, Hedge Funds, Relationship Management, Financial Risk, Risk Management, Financial Modeling, Portfolio Management, Investments, Finance, Strategic Financial..., Corporate Finance
Education
Bowling Green State University 1998 — 2003
Bachelor's degree, Accounting and Computer Science
Mark Panagos Mark Panagos's OppenheimerFunds Experience April 2004 - July 2005
Job Release Manager at AT&T/Cricket
Industry Computer Software
Experience
AT&T / Cricket February 2012 - Present
Barclay's Bankcard June 2010 - February 2012
Dish Network November 2007 - January 2010
Skyline Products April 2007 - November 2007
Change Dynamics April 2006 - January 2007
Intelliden July 2005 - January 2006
OppenheimerFunds April 2004 - July 2005
ABN AMRO July 2003 - April 2004
T. Rowe Price June 2002 - July 2003
KaiaSoft August 2000 - May 2002
Skills
System Deployment, CRM, SDLC, Release Management, Web Applications, Testing, Process Improvement, Integration, Software Configuration..., Configuration Management, SharePoint, Enterprise Software, Quality Assurance, Software Documentation, Agile Methodologies, Change Management, Analysis, Solaris, Management, Data Warehousing, Software Development, Linux, Unix, Project Management, Perl, Unix Shell Scripting, System Administration, CVS, Troubleshooting
Education
California State Polytechnic University-Pomona 1978 — 1990
BS, Computer Information Systems
AT&T / Cricket February 2012 - Present
Barclay's Bankcard June 2010 - February 2012
Dish Network November 2007 - January 2010
Skyline Products April 2007 - November 2007
Change Dynamics April 2006 - January 2007
Intelliden July 2005 - January 2006
OppenheimerFunds April 2004 - July 2005
ABN AMRO July 2003 - April 2004
T. Rowe Price June 2002 - July 2003
KaiaSoft August 2000 - May 2002
Skills
System Deployment, CRM, SDLC, Release Management, Web Applications, Testing, Process Improvement, Integration, Software Configuration..., Configuration Management, SharePoint, Enterprise Software, Quality Assurance, Software Documentation, Agile Methodologies, Change Management, Analysis, Solaris, Management, Data Warehousing, Software Development, Linux, Unix, Project Management, Perl, Unix Shell Scripting, System Administration, CVS, Troubleshooting
Education
California State Polytechnic University-Pomona 1978 — 1990
BS, Computer Information Systems
Rose Whissel's OppenheimerFunds Experience 1994 - January 1998
Job Sr. Software Developer / Systems Analyst
Industry Medical Devices
Experience
Terumo BCT January 1998 - Present
OppenheimerFunds 1994 - January 1998
Berger & co 1992 - 1994
Apache Oil and Gas 1989 - 1992
Skills
Oracle, SQL, PowerBuilder, Requirements Analysis, PL/SQL, Microsoft SQL Server, Crystal Reports, Software Development, Business Intelligence, Business Objects, Data Warehousing, C#, MS Project, ITIL, Data Modeling, Enterprise Architecture, Linux, Business Process, ABAP, Unix, Visual Basic, Unix Shell Scripting, Visio, ETL, T-SQL, XML, Java, Testing, Operating Systems, Integration, Access, ERP, Software Project..., Business Analysis, Database Design, Disaster Recovery, SSIS, Quality Assurance, SDLC, IT Management
Education
Bentley University
BS, Computer Information Systems
Terumo BCT January 1998 - Present
OppenheimerFunds 1994 - January 1998
Berger & co 1992 - 1994
Apache Oil and Gas 1989 - 1992
Skills
Oracle, SQL, PowerBuilder, Requirements Analysis, PL/SQL, Microsoft SQL Server, Crystal Reports, Software Development, Business Intelligence, Business Objects, Data Warehousing, C#, MS Project, ITIL, Data Modeling, Enterprise Architecture, Linux, Business Process, ABAP, Unix, Visual Basic, Unix Shell Scripting, Visio, ETL, T-SQL, XML, Java, Testing, Operating Systems, Integration, Access, ERP, Software Project..., Business Analysis, Database Design, Disaster Recovery, SSIS, Quality Assurance, SDLC, IT Management
Education
Bentley University
BS, Computer Information Systems
Joel Breitenbach, MBA Joel Breitenbach, MBA's OppenheimerFunds Experience January 2015 - Present
Job Manager, Treasury Oversight at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Capital Group January 2014 - December 2014
Capital Group August 2012 - December 2014
Capital Group April 2006 - August 2012
Majestic Realty Co. July 2000 - August 2006
Skills
Software Proficiency, Excel, VBA, Access, Software Development, Financial Analysis, Accounting, Cost Accounting, Cost Estimating, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Account Reconciliation, Asset Management, Fixed Assets, Database Analysis, Word, PowerPoint, Microsoft Office, Analysis, Forecasting, Business Analysis, Data Analysis, Investments, Asset Managment, Budgets, Auditing, Microsoft Word, Microsoft Excel, Finance, Management, Process Improvement, Leadership
Education
Cal State Fullerton 2010 — 2012
M.B.A., Business
California State University-Fullerton - College of Business and Economics 2002 — 2006
Bachelor's of Arts under the College of Business and Economics, Accounting
OppenheimerFunds January 2015 - Present
Capital Group January 2014 - December 2014
Capital Group August 2012 - December 2014
Capital Group April 2006 - August 2012
Majestic Realty Co. July 2000 - August 2006
Skills
Software Proficiency, Excel, VBA, Access, Software Development, Financial Analysis, Accounting, Cost Accounting, Cost Estimating, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Account Reconciliation, Asset Management, Fixed Assets, Database Analysis, Word, PowerPoint, Microsoft Office, Analysis, Forecasting, Business Analysis, Data Analysis, Investments, Asset Managment, Budgets, Auditing, Microsoft Word, Microsoft Excel, Finance, Management, Process Improvement, Leadership
Education
Cal State Fullerton 2010 — 2012
M.B.A., Business
California State University-Fullerton - College of Business and Economics 2002 — 2006
Bachelor's of Arts under the College of Business and Economics, Accounting
Elyse Jurman, PhD Elyse Jurman, PhD's OppenheimerFunds Experience May 1998 - March 2011
Job Owner/President, Diversified Financial Solutions, Inc.
Industry Financial Services
Experience
Diversified Financial Solutions February 2013 - Present
Transparent Value April 2011 - November 2012
OppenheimerFunds May 1998 - March 2011
Skills
Series 63, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Separately Managed..., Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Equities, Strategic Financial..., Series 6, Series 24, Series 65, series 66, CRPC, Wealth Management, Retirement Planning, Retirement, Financial Services, Finance, Securities
Education
Capella University 2006 — 2010
PhD, Business - Organizational Management
College of Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Finance, General, Designation
University of Miami 1989 — 1990
MBA, International Business and Finance
University of Florida 1982 — 1986
BSBA, Marketing
Diversified Financial Solutions February 2013 - Present
Transparent Value April 2011 - November 2012
OppenheimerFunds May 1998 - March 2011
Skills
Series 63, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Separately Managed..., Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Equities, Strategic Financial..., Series 6, Series 24, Series 65, series 66, CRPC, Wealth Management, Retirement Planning, Retirement, Financial Services, Finance, Securities
Education
Capella University 2006 — 2010
PhD, Business - Organizational Management
College of Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Finance, General, Designation
University of Miami 1989 — 1990
MBA, International Business and Finance
University of Florida 1982 — 1986
BSBA, Marketing
Kerri Fox Kerri Fox's OppenheimerFunds Experience October 2014 - April 2015
Job Administrative Assistant
Industry Health, Wellness and Fitness
Experience
Southern Tier Physical Therapy May 2015 - Present
OppenheimerFunds October 2014 - April 2015
The Learning Ladder September 2013 - November 2013
Consol's Family Kitchen 2012 - 2013
St. John's the Evangelist School October 2011 - June 2012
Stevens Cooperative School September 2006 - June 2011
Skills
Computer Proficiency, Creativity, Customer Service, Early Childhood..., Patience, Teaching, Classroom Management, Differentiated..., Elementary Education, Lesson Planning, Literacy, K-12, Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Team Leadership, Time Management
Education
University of Phoenix 2007 — 2009
Master of Arts (M.A.), Elementary Education and Teaching
State University of New York at Albany 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Broome Community College 2001 — 2003
Liberal Arts
Southern Tier Physical Therapy May 2015 - Present
OppenheimerFunds October 2014 - April 2015
The Learning Ladder September 2013 - November 2013
Consol's Family Kitchen 2012 - 2013
St. John's the Evangelist School October 2011 - June 2012
Stevens Cooperative School September 2006 - June 2011
Skills
Computer Proficiency, Creativity, Customer Service, Early Childhood..., Patience, Teaching, Classroom Management, Differentiated..., Elementary Education, Lesson Planning, Literacy, K-12, Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Team Leadership, Time Management
Education
University of Phoenix 2007 — 2009
Master of Arts (M.A.), Elementary Education and Teaching
State University of New York at Albany 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Broome Community College 2001 — 2003
Liberal Arts
Aditi Tandon's OppenheimerFunds Experience June 2012 - November 2012
Job Account Executive at FCB Health
Industry Marketing and Advertising
Experience
FCB Health May 2014 - Present
FCB Health March 2013 - May 2014
OppenheimerFunds June 2012 - November 2012
Cedar Management Consulting International LLC June 2011 - August 2011
BNP Paribas June 2010 - August 2010
Skills
Marketing Strategy, Market Research, Spanish, Research, Social Media, PowerPoint, Advertising, Integrated Marketing, Multi-media Marketing..., Relationship Management, Public Speaking, Market Analysis
Education
Brandeis University 2008 — 2012
Bachelors of Arts, Cum Laude, Business, Psychology
Universitat Pompeu Fabra 2010 — 2010
Semester Abroad, International Business
FCB Health May 2014 - Present
FCB Health March 2013 - May 2014
OppenheimerFunds June 2012 - November 2012
Cedar Management Consulting International LLC June 2011 - August 2011
BNP Paribas June 2010 - August 2010
Skills
Marketing Strategy, Market Research, Spanish, Research, Social Media, PowerPoint, Advertising, Integrated Marketing, Multi-media Marketing..., Relationship Management, Public Speaking, Market Analysis
Education
Brandeis University 2008 — 2012
Bachelors of Arts, Cum Laude, Business, Psychology
Universitat Pompeu Fabra 2010 — 2010
Semester Abroad, International Business
Chris Quinn's OppenheimerFunds Experience May 2012 - August 2012
Job GM of NYC at Chef Nightly
Industry Internet
Experience
Chef Nightly August 2015 - Present
Movable Ink June 2015 - August 2015
Movable Ink June 2014 - June 2015
Shopsy January 2013 - June 2015
CrowdsUnite December 2013 - January 2014
Second & Fourth September 2012 - May 2013
CrowdHut August 2012 - December 2012
OppenheimerFunds May 2012 - August 2012
OneSchool October 2011 - April 2012
SecondMarket, Inc. June 2010 - August 2011
Skills
Great People Skills, Business Strategy, Entrepreneurial Skills, Bankruptcy, Business Communications, Cultural Awareness, Strategic Thinking, Listening Skills, Fast Learner, Talking Points, Salesforce.com, Bloomberg Terminal, Direct Sales, Consulting, Strategic Consulting, Social Media Marketing, Social Media, Business Planning, Entrepreneurship, Hedge Funds, Valuation, Investments, Venture Capital, Private Equity, Business Development, Start-ups, Marketing, Portfolio Management, Investment Banking, Equities, E-commerce, Corporate Development, Marketing Strategy, Financial Modeling, Mobile Devices, Angel Investing, Mobile Applications, LBO, Capital Markets, Executive Management, Strategic Partnerships, Fixed Income, Equity Valuation, Bloomberg, Equity Research, Corporate Finance, Investor Relations, Mutual Funds, Due Diligence, Alternative Investments
Education
Boston College - Carroll School of Management 2010 — 2014
BS, Finance
Bergen Catholic High School 2006 — 2010
Diploma
Chef Nightly August 2015 - Present
Movable Ink June 2015 - August 2015
Movable Ink June 2014 - June 2015
Shopsy January 2013 - June 2015
CrowdsUnite December 2013 - January 2014
Second & Fourth September 2012 - May 2013
CrowdHut August 2012 - December 2012
OppenheimerFunds May 2012 - August 2012
OneSchool October 2011 - April 2012
SecondMarket, Inc. June 2010 - August 2011
Skills
Great People Skills, Business Strategy, Entrepreneurial Skills, Bankruptcy, Business Communications, Cultural Awareness, Strategic Thinking, Listening Skills, Fast Learner, Talking Points, Salesforce.com, Bloomberg Terminal, Direct Sales, Consulting, Strategic Consulting, Social Media Marketing, Social Media, Business Planning, Entrepreneurship, Hedge Funds, Valuation, Investments, Venture Capital, Private Equity, Business Development, Start-ups, Marketing, Portfolio Management, Investment Banking, Equities, E-commerce, Corporate Development, Marketing Strategy, Financial Modeling, Mobile Devices, Angel Investing, Mobile Applications, LBO, Capital Markets, Executive Management, Strategic Partnerships, Fixed Income, Equity Valuation, Bloomberg, Equity Research, Corporate Finance, Investor Relations, Mutual Funds, Due Diligence, Alternative Investments
Education
Boston College - Carroll School of Management 2010 — 2014
BS, Finance
Bergen Catholic High School 2006 — 2010
Diploma
Rob Hymas Rob Hymas's OppenheimerFunds Experience August 2013 - Present
Job Senior Paralegal at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2013 - Present
Prudential Investments June 2007 - August 2013
Skills
Securities, Mutual Funds, Financial Analysis, Equities, Bloomberg, Asset Management, Corporate Law, Financial Services, Research, Securities Regulation
Education
Boston College 2002 — 2004
Master of Theological Studies (MTS), Systematic Theology and Church History
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Philosophy and Religious Studies
OppenheimerFunds August 2013 - Present
Prudential Investments June 2007 - August 2013
Skills
Securities, Mutual Funds, Financial Analysis, Equities, Bloomberg, Asset Management, Corporate Law, Financial Services, Research, Securities Regulation
Education
Boston College 2002 — 2004
Master of Theological Studies (MTS), Systematic Theology and Church History
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Lara Koppmann Lara Koppmann's OppenheimerFunds Experience 2005 - 2006
Job Children & Family Portrait Photographer
Industry Photography
Experience
Lara Koppmann Photography 2011 - Present
OppenheimerFunds 2005 - 2006
University of Rochester 2001 - 2003
Skills
Portrait Photography, Portraits, Event Photography, Photography, Digital Photography, Fine Art Photography, Headshots, Photojournalism, Lightroom, Studio Photography, Photos, On Location, Travel Photography, Lifestyle Photography, Still Life
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
Canisius College 1993 — 1997
BS Finance, Fiance & Economics
Lara Koppmann Photography 2011 - Present
OppenheimerFunds 2005 - 2006
University of Rochester 2001 - 2003
Skills
Portrait Photography, Portraits, Event Photography, Photography, Digital Photography, Fine Art Photography, Headshots, Photojournalism, Lightroom, Studio Photography, Photos, On Location, Travel Photography, Lifestyle Photography, Still Life
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
Canisius College 1993 — 1997
BS Finance, Fiance & Economics
Carolyn Liu-Hartman Carolyn Liu-Hartman's OppenheimerFunds Experience November 2012 - Present
Job VP & Assistant Counsel at OppenheimerFunds
Industry Law Practice
Experience
OppenheimerFunds November 2012 - Present
Ropes & Gray, LLP September 2006 - November 2012
Education
Boston College Law School 2003 — 2006
J.D, cum laude
Stanford University 1999 — 2003
B.A., with Distinction, Public Policy
OppenheimerFunds November 2012 - Present
Ropes & Gray, LLP September 2006 - November 2012
Education
Boston College Law School 2003 — 2006
J.D, cum laude
Stanford University 1999 — 2003
B.A., with Distinction, Public Policy
Nathan Given's OppenheimerFunds Experience September 2013 - Present
Job Data Middleware Analyst at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds September 2013 - Present
IQNavigator July 2012 - September 2013
EKS&H July 2008 - July 2012
Grant Thornton LLP May 2006 - July 2008
Brigham Young University September 2005 - May 2006
Brigham Young University December 2001 - May 2006
Brigham Young University May 2003 - April 2005
Brigham Young University May 2004 - August 2004
Skills
SQL, IIS, Data Analysis, C#, VBScript, BPM, Process Management, Business Process Design, T-SQL, Microsoft Office, Excel, Word, Automation, AutoIt, Apache, Batch Processing
Education
Brigham Young University 1998 — 2006
Master of Information Systems Management, Information Systems
OppenheimerFunds September 2013 - Present
IQNavigator July 2012 - September 2013
EKS&H July 2008 - July 2012
Grant Thornton LLP May 2006 - July 2008
Brigham Young University September 2005 - May 2006
Brigham Young University December 2001 - May 2006
Brigham Young University May 2003 - April 2005
Brigham Young University May 2004 - August 2004
Skills
SQL, IIS, Data Analysis, C#, VBScript, BPM, Process Management, Business Process Design, T-SQL, Microsoft Office, Excel, Word, Automation, AutoIt, Apache, Batch Processing
Education
Brigham Young University 1998 — 2006
Master of Information Systems Management, Information Systems
Adam Drvenkar Adam Drvenkar's OppenheimerFunds Experience November 2004 - Present
Job AVP at OppenheimerFunds, Inc.
Industry Facilities Services
Experience
OppenheimerFunds November 2004 - Present
OppenheimerFunds February 2009 - February 2011
OppenheimerFunds 2004 - February 2009
Accenture January 1999 - November 2004
Accenture/Andersen Consulting 1999 - 2004
Ciber March 1998 - December 1998
Convergys 1997 - 1998
Skills
Unified Communications, Data Center, Space Planning, Corporate Real Estate, Facilities Management, ITIL, IPTV, Video Conferencing, Data Center Architecture, Generators, Solar, Energy Efficiency, Renewable Energy, Tenant Improvements, Team Leadership, Polycom, Polycom Video..., Lync, Vendor Management, Demand-side Management, Space-planning, Business Continuity, Telecommunications, Solar Energy, Disaster Recovery, Space planning, SharePoint, Process Improvement, Project Portfolio..., Leadership, IT Strategy, Project Management
Education
Bowling Green State University 1993 — 1997
BS, Management Information Systems
Strongsville High School 1990 — 1993
OppenheimerFunds November 2004 - Present
OppenheimerFunds February 2009 - February 2011
OppenheimerFunds 2004 - February 2009
Accenture January 1999 - November 2004
Accenture/Andersen Consulting 1999 - 2004
Ciber March 1998 - December 1998
Convergys 1997 - 1998
Skills
Unified Communications, Data Center, Space Planning, Corporate Real Estate, Facilities Management, ITIL, IPTV, Video Conferencing, Data Center Architecture, Generators, Solar, Energy Efficiency, Renewable Energy, Tenant Improvements, Team Leadership, Polycom, Polycom Video..., Lync, Vendor Management, Demand-side Management, Space-planning, Business Continuity, Telecommunications, Solar Energy, Disaster Recovery, Space planning, SharePoint, Process Improvement, Project Portfolio..., Leadership, IT Strategy, Project Management
Education
Bowling Green State University 1993 — 1997
BS, Management Information Systems
Strongsville High School 1990 — 1993
Wesley Lau, CFA's OppenheimerFunds Experience March 2010 - May 2011
Job Research Analyst at Serengeti Asset Management
Industry Financial Services
Experience
Serengeti Asset Management September 2013 - Present
Serengeti Asset Management August 2011 - August 2013
OppenheimerFunds March 2010 - May 2011
Skills
Analytics, Marketing, Financial Risk, Banking, Business Development, Financial Analysis, Valuation, Bloomberg, Hedge Funds, Equities, Financial Modeling, Investments, Asset Management, Fixed Income, Portfolio Management, Analysis, Alternative Investments
Education
Bucknell University
Bachelor's Degree, Economics
Citi University of Hong Kong
International Business
Serengeti Asset Management September 2013 - Present
Serengeti Asset Management August 2011 - August 2013
OppenheimerFunds March 2010 - May 2011
Skills
Analytics, Marketing, Financial Risk, Banking, Business Development, Financial Analysis, Valuation, Bloomberg, Hedge Funds, Equities, Financial Modeling, Investments, Asset Management, Fixed Income, Portfolio Management, Analysis, Alternative Investments
Education
Bucknell University
Bachelor's Degree, Economics
Citi University of Hong Kong
International Business
Eric Gersbeck's OppenheimerFunds Experience May 2013 - Present
Job Multimedia Associate at OppenheimerFunds
Industry Investment Banking
Experience
Nonlinear Films January 2014 - Present
OppenheimerFunds May 2013 - Present
SWB Films September 2012 - Present
Evercore Partners September 2006 - May 2013
Skills
Digital Media, PowerPoint, Public Relations, Social Networking, Advertising, Social Media Marketing, Marketing, Sales
Education
SUNY Binghamton 1999 — 2003
ba, history
Nonlinear Films January 2014 - Present
OppenheimerFunds May 2013 - Present
SWB Films September 2012 - Present
Evercore Partners September 2006 - May 2013
Skills
Digital Media, PowerPoint, Public Relations, Social Networking, Advertising, Social Media Marketing, Marketing, Sales
Education
SUNY Binghamton 1999 — 2003
ba, history
Andre Pitts, CRPC®'s OppenheimerFunds Experience August 1997 - January 2004
Job Internal Wholesaler at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
Aon Hewitt February 2011 - July 2013
LPL Financial December 2007 - February 2011
LPL Financial August 2005 - December 2007
Fiserv ISS January 2004 - August 2005
OppenheimerFunds August 1997 - January 2004
Skills
FINRA Series 6,7,63,66, Investments, Mutual Funds, 401k, Retirement, Annuities, Securities, Consultative Selling, Profit Sharing, Investment Selection, Retirement Planning, Fixed Annuities, Defined Contribution, Alternative Investments
Education
CSU Sacramento
Bachelor of Science, Business Admin/ Finance
Sierra High School
MetLife July 2013 - Present
Aon Hewitt February 2011 - July 2013
LPL Financial December 2007 - February 2011
LPL Financial August 2005 - December 2007
Fiserv ISS January 2004 - August 2005
OppenheimerFunds August 1997 - January 2004
Skills
FINRA Series 6,7,63,66, Investments, Mutual Funds, 401k, Retirement, Annuities, Securities, Consultative Selling, Profit Sharing, Investment Selection, Retirement Planning, Fixed Annuities, Defined Contribution, Alternative Investments
Education
CSU Sacramento
Bachelor of Science, Business Admin/ Finance
Sierra High School
Martin Korn's OppenheimerFunds Experience August 2004 - Present
Job
Industry Financial Services
Experience
OppenheimerFunds August 2004 - Present
Bank of America February 2002 - August 2004
Credit Suisse Asset Management January 1996 - March 2002
BEA Associates (Aquired by Credit Suisse) April 1989 - January 1996
Skills
IT Strategy, Vendor Management, Financial Services, Business Analysis, Executive Management, Business Process..., Business Development, IT Operations, Investment Management, Back Office, Architecture, Business Intelligence, Project Portfolio..., Risk Management, Asset Managment, Project Management, Management, Wealth Management, Portfolio Management, Software Development, SDLC, Investments, Information Technology, PMO, Strategy, Finance, Asset Management, IT Management, Outsourcing, Disaster Recovery, Governance, Business Process, Architectures, Enterprise Architecture, Integration, Data Warehousing, Software Project..., Program Management, Business Continuity, Agile Project Management, Business Transformation, CRM, Cloud Computing, Data Center, Enterprise Software, IT Service Management, IT Transformation, PMP, Process Improvement, Requirements Analysis
Education
Binghamton University 1982 — 1986
Bachelor, Mathematics & Computer Science
OppenheimerFunds August 2004 - Present
Bank of America February 2002 - August 2004
Credit Suisse Asset Management January 1996 - March 2002
BEA Associates (Aquired by Credit Suisse) April 1989 - January 1996
Skills
IT Strategy, Vendor Management, Financial Services, Business Analysis, Executive Management, Business Process..., Business Development, IT Operations, Investment Management, Back Office, Architecture, Business Intelligence, Project Portfolio..., Risk Management, Asset Managment, Project Management, Management, Wealth Management, Portfolio Management, Software Development, SDLC, Investments, Information Technology, PMO, Strategy, Finance, Asset Management, IT Management, Outsourcing, Disaster Recovery, Governance, Business Process, Architectures, Enterprise Architecture, Integration, Data Warehousing, Software Project..., Program Management, Business Continuity, Agile Project Management, Business Transformation, CRM, Cloud Computing, Data Center, Enterprise Software, IT Service Management, IT Transformation, PMP, Process Improvement, Requirements Analysis
Education
Binghamton University 1982 — 1986
Bachelor, Mathematics & Computer Science
Joe Burach Joe Burach's OppenheimerFunds Experience 1998 - 2005
Job IT Manager, Associate Director / Owner of EPICSOUL Band LLC
Industry Information Technology and Services
Experience
MetroPlus Health Plan of New York Health and Hospitals Corp. November 2012 - Present
EPICSOUL Band LLC March 2011 - Present
New York Computer Help April 2009 - October 2012
Pali Capital 2008 - 2008
Cerberus Capital Management 2006 - 2008
OppenheimerFunds 1998 - 2005
Skills
Disaster Recovery, Active Directory, Vendor Management, Microsoft SQL Server, IT Strategy, Business Analysis, Program Management, Project Management, Process Improvement, Strategic Planning, Technical Support, Team Leadership, Asset Managment, Information Technology, Asset Management, CRM, SDLC, Integration, SharePoint, Cloud Computing, ITIL, Visio, Requirements Analysis, Enterprise Architecture, Business Intelligence, Software Project..., Software Documentation, Databases, IT Management, Management, Leadership, IT Service Management
Education
Berklee College of Music
Production and Engineering
MetroPlus Health Plan of New York Health and Hospitals Corp. November 2012 - Present
EPICSOUL Band LLC March 2011 - Present
New York Computer Help April 2009 - October 2012
Pali Capital 2008 - 2008
Cerberus Capital Management 2006 - 2008
OppenheimerFunds 1998 - 2005
Skills
Disaster Recovery, Active Directory, Vendor Management, Microsoft SQL Server, IT Strategy, Business Analysis, Program Management, Project Management, Process Improvement, Strategic Planning, Technical Support, Team Leadership, Asset Managment, Information Technology, Asset Management, CRM, SDLC, Integration, SharePoint, Cloud Computing, ITIL, Visio, Requirements Analysis, Enterprise Architecture, Business Intelligence, Software Project..., Software Documentation, Databases, IT Management, Management, Leadership, IT Service Management
Education
Berklee College of Music
Production and Engineering
Subrata Ghose Subrata Ghose's OppenheimerFunds Experience 2000 - 2007
Job Equity Research Analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett April 2011 - Present
Putnam Investments April 2008 - April 2011
OppenheimerFunds 2000 - 2007
Fidelity Investments 1995 - 2000
Interleaf 1993 - 1994
Skills
Asset Managment, Investments, Financial Modeling, Capital Markets, Securities, Investment Management, Financial Analysis
Education
Northeastern University 1994 — 1996
MBA, Finance
University of Massachusetts, Amherst 1990 — 1993
MS, Computer Science
Birla Institute of Technology 1986 — 1990
B.E., Computer Science
Lord Abbett April 2011 - Present
Putnam Investments April 2008 - April 2011
OppenheimerFunds 2000 - 2007
Fidelity Investments 1995 - 2000
Interleaf 1993 - 1994
Skills
Asset Managment, Investments, Financial Modeling, Capital Markets, Securities, Investment Management, Financial Analysis
Education
Northeastern University 1994 — 1996
MBA, Finance
University of Massachusetts, Amherst 1990 — 1993
MS, Computer Science
Birla Institute of Technology 1986 — 1990
B.E., Computer Science
James Bailey James Bailey's OppenheimerFunds Experience March 2006 - Present
Job Senior Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2006 - Present
T. Rowe Price September 2000 - January 2006
MFS Investment Management May 1989 - September 2000
Skills
Trading Systems, Asset Managment, Mutual Funds, Risk Management, SDLC, Fixed Income, Master Data Management, Equities, Vendor Management, Executive Management, IT Strategy, Bloomberg, Investments, Business Continuity, Business Analysis, Data Warehousing, PMO, Series 99, Architecture, Asset Management, Leadership, Portfolio Management, Process Improvement
Education
Northeastern University 1978 — 1979
M.S., Accounting
Bowdoin College 1975 — 1978
A.B., Biology, General
OppenheimerFunds March 2006 - Present
T. Rowe Price September 2000 - January 2006
MFS Investment Management May 1989 - September 2000
Skills
Trading Systems, Asset Managment, Mutual Funds, Risk Management, SDLC, Fixed Income, Master Data Management, Equities, Vendor Management, Executive Management, IT Strategy, Bloomberg, Investments, Business Continuity, Business Analysis, Data Warehousing, PMO, Series 99, Architecture, Asset Management, Leadership, Portfolio Management, Process Improvement
Education
Northeastern University 1978 — 1979
M.S., Accounting
Bowdoin College 1975 — 1978
A.B., Biology, General
Andrew Healy Andrew Healy's OppenheimerFunds Experience April 2008 - July 2009
Job Partner at Water & Wall Group
Industry Public Relations and Communications
Experience
Water & Wall Group June 2012 - Present
Middleberg Communications July 2009 - June 2012
OppenheimerFunds April 2008 - July 2009
Middleberg Communications October 2006 - April 2008
TowersGroup March 2004 - October 2006
Hi Tech Pharmacal June 2003 - March 2004
Skills
Media Relations, Press Releases, Public Relations, Corporate Communications, Publicity, Social Media, Strategic Communications, Crisis Communications, Message Development, Marketing, Speech Writing, Internal Communications, Marketing Strategy, Reputation Management, Copywriting, Integrated Marketing, Blogging, Marketing Communications, Social Media Marketing
Education
State University of New York at Binghamton 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Water & Wall Group June 2012 - Present
Middleberg Communications July 2009 - June 2012
OppenheimerFunds April 2008 - July 2009
Middleberg Communications October 2006 - April 2008
TowersGroup March 2004 - October 2006
Hi Tech Pharmacal June 2003 - March 2004
Skills
Media Relations, Press Releases, Public Relations, Corporate Communications, Publicity, Social Media, Strategic Communications, Crisis Communications, Message Development, Marketing, Speech Writing, Internal Communications, Marketing Strategy, Reputation Management, Copywriting, Integrated Marketing, Blogging, Marketing Communications, Social Media Marketing
Education
State University of New York at Binghamton 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Joshua Shapiro's OppenheimerFunds Experience June 2000 - September 2004
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Financial Group Member Companies March 2014 - Present
Partnervest Financial Group, LLC April 2009 - March 2014
John Hancock December 2004 - April 2009
OppenheimerFunds June 2000 - September 2004
Skills
Mutual Funds, Separately Managed..., ETFs, Financial Markets, Series 65, Options Strategies, Registered Investment..., Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Strategic Financial..., Asset Management, Investment Advisory, Portfolio Management, Series 6, Series 63, Investments, Wealth Management, Series 7, Securities, Retirement
Education
California State University-Northridge 2002 — 2004
B.A., Sociology
Moorpark College 2000 — 2002
Associate of Arts (A.A.), Sociology
Sammons Financial Group Member Companies March 2014 - Present
Partnervest Financial Group, LLC April 2009 - March 2014
John Hancock December 2004 - April 2009
OppenheimerFunds June 2000 - September 2004
Skills
Mutual Funds, Separately Managed..., ETFs, Financial Markets, Series 65, Options Strategies, Registered Investment..., Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Strategic Financial..., Asset Management, Investment Advisory, Portfolio Management, Series 6, Series 63, Investments, Wealth Management, Series 7, Securities, Retirement
Education
California State University-Northridge 2002 — 2004
B.A., Sociology
Moorpark College 2000 — 2002
Associate of Arts (A.A.), Sociology
Paul Stickney Paul Stickney's OppenheimerFunds Experience March 1989 - August 1995
Job Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2013 - Present
Dividend Capital August 2005 - December 2013
Putnam Investments August 1995 - July 2005
OppenheimerFunds March 1989 - August 1995
Pilgrim Distributors September 1987 - February 1989
Colonial Investment Services May 1986 - August 1987
Thomson McKinnon Securties December 1981 - May 1986
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Investments, Asset Management, Real Estate, Golf, Asset Allocation
Education
Brown University 1977 — 1981
Bachelor's degree, Biology, General
Putnam Investments December 2013 - Present
Dividend Capital August 2005 - December 2013
Putnam Investments August 1995 - July 2005
OppenheimerFunds March 1989 - August 1995
Pilgrim Distributors September 1987 - February 1989
Colonial Investment Services May 1986 - August 1987
Thomson McKinnon Securties December 1981 - May 1986
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Investments, Asset Management, Real Estate, Golf, Asset Allocation
Education
Brown University 1977 — 1981
Bachelor's degree, Biology, General
Chris Emanuel Chris Emanuel's OppenheimerFunds Experience March 2008 - October 2013
Job Senior Vice President at GIC
Industry Financial Services
Experience
GIC October 2013 - Present
OppenheimerFunds March 2008 - October 2013
JPMorgan Asset Management July 2002 - February 2008
Citi June 2000 - June 2002
Skills
Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Investment Banking, Investments, Securities, Mutual Funds
Education
Brown University 1996 — 2000
Bachelor of Science (B.Sc.), Neuroscience
GIC October 2013 - Present
OppenheimerFunds March 2008 - October 2013
JPMorgan Asset Management July 2002 - February 2008
Citi June 2000 - June 2002
Skills
Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Investment Banking, Investments, Securities, Mutual Funds
Education
Brown University 1996 — 2000
Bachelor of Science (B.Sc.), Neuroscience
Jenn Rubin Jenn Rubin's OppenheimerFunds Experience June 2012 - Present
Job Web Producer at OppenheimerFunds
Industry Online Media
Experience
OppenheimerFunds June 2012 - Present
Boston Bruins Foundation October 2011 - September 2012
Boston Red Sox Foundation July 2011 - September 2012
PYMNTS.com March 2012 - June 2012
PYMNTS.com July 2010 - February 2012
Boston’s NBC affiliate, WHDH-TV December 2009 - July 2010
Courtland Brooks -- Online Dating and Social Networking Consultancy April 2009 - February 2010
Citysearch September 2008 - December 2009
Citysearch.com May 2008 - August 2008
CBS 2/KCAL 9 Los Angeles September 2007 - December 2007
Education
University of Southern California 2007 — 2009
Master's
Brandeis University 2002 — 2006
Bachelor's
Holton-Arms
OppenheimerFunds June 2012 - Present
Boston Bruins Foundation October 2011 - September 2012
Boston Red Sox Foundation July 2011 - September 2012
PYMNTS.com March 2012 - June 2012
PYMNTS.com July 2010 - February 2012
Boston’s NBC affiliate, WHDH-TV December 2009 - July 2010
Courtland Brooks -- Online Dating and Social Networking Consultancy April 2009 - February 2010
Citysearch September 2008 - December 2009
Citysearch.com May 2008 - August 2008
CBS 2/KCAL 9 Los Angeles September 2007 - December 2007
Education
University of Southern California 2007 — 2009
Master's
Brandeis University 2002 — 2006
Bachelor's
Holton-Arms
Sayre Flynn Sayre Flynn's OppenheimerFunds Experience January 2013 - Present
Job Lead Applications Engineer at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds January 2013 - Present
OppenheimerFunds 2007 - December 2012
OppenheimerFunds 2006 - 2007
OppenheimerFunds 2005 - 2006
OppenheimerFunds 2004 - 2005
Beveridge & Diamond, P.C. 2002 - 2004
Skills
Microsoft Exchange, Microsoft Lync, Microsoft Active..., VMware ESX, Microsoft PowerShell, Active Directory, Lync, Powershell, Disaster Recovery, VMware, SharePoint, Enterprise Architecture, Blackberry, Technical Support, Virtualization, Windows 7, VPN, System Deployment
Education
Bucknell University 1998 — 2001
Computer Science
Friends Academy 1994 — 1997
OppenheimerFunds January 2013 - Present
OppenheimerFunds 2007 - December 2012
OppenheimerFunds 2006 - 2007
OppenheimerFunds 2005 - 2006
OppenheimerFunds 2004 - 2005
Beveridge & Diamond, P.C. 2002 - 2004
Skills
Microsoft Exchange, Microsoft Lync, Microsoft Active..., VMware ESX, Microsoft PowerShell, Active Directory, Lync, Powershell, Disaster Recovery, VMware, SharePoint, Enterprise Architecture, Blackberry, Technical Support, Virtualization, Windows 7, VPN, System Deployment
Education
Bucknell University 1998 — 2001
Computer Science
Friends Academy 1994 — 1997
Nicole Hudson, PMP's OppenheimerFunds Experience May 2015 - Present
Job Marketing Operations Manager at OppenheimerFunds
Industry Banking
Experience
OppenheimerFunds May 2015 - Present
JPMorgan Chase December 2013 - May 2015
JPMorgan Chase May 2013 - December 2013
JPMorgan Chase May 2012 - May 2013
JPMorgan Chase July 2010 - May 2012
Boston University Student Athlete Support Services September 2009 - September 2010
Chubb Group of Insurance Companies June 2009 - July 2009
Company One January 2009 - May 2009
Boston University Office of Information Technology April 2008 - May 2009
Lake Beulah Sailing School May 2007 - August 2007
Skills
Process Management, Business Process..., Business Analysis, Business Process..., Communication, Close Attention to..., Organization, Macroeconomics, Econometrics, Analysis, Leadership, Data Analysis, Training, Quantitative Analytics, Process Improvement, Analytics, Project Management
Education
Boston University 2006 — 2010
Master of Arts (MA), Economics
Boston University - Boston Massachusetts 2006 — 2010
Bachelor of Arts, Economics
OppenheimerFunds May 2015 - Present
JPMorgan Chase December 2013 - May 2015
JPMorgan Chase May 2013 - December 2013
JPMorgan Chase May 2012 - May 2013
JPMorgan Chase July 2010 - May 2012
Boston University Student Athlete Support Services September 2009 - September 2010
Chubb Group of Insurance Companies June 2009 - July 2009
Company One January 2009 - May 2009
Boston University Office of Information Technology April 2008 - May 2009
Lake Beulah Sailing School May 2007 - August 2007
Skills
Process Management, Business Process..., Business Analysis, Business Process..., Communication, Close Attention to..., Organization, Macroeconomics, Econometrics, Analysis, Leadership, Data Analysis, Training, Quantitative Analytics, Process Improvement, Analytics, Project Management
Education
Boston University 2006 — 2010
Master of Arts (MA), Economics
Boston University - Boston Massachusetts 2006 — 2010
Bachelor of Arts, Economics
Elizabeth Gatcombe Elizabeth Gatcombe's OppenheimerFunds Experience June 2010 - August 2010
Job Counsel at ProHEALTH Medical Management, LLC
Industry Legal Services
Experience
ProHEALTH Medical Management, LLC January 2013 - Present
Berkman, Henoch, Peterson & Peddy, P.C. August 2012 - November 2012
Fragomen, Del Rey, Bernsen & Loewy September 2010 - December 2010
OppenheimerFunds June 2010 - August 2010
Anti-Defamation League October 2009 - June 2010
Cerberus Capital Management February 2007 - August 2009
Education
Brooklyn Law School 2008 — 2011
Doctor of Law (J.D.)
Kingston University
The University of Glamorgan
University of Central Florida
ProHEALTH Medical Management, LLC January 2013 - Present
Berkman, Henoch, Peterson & Peddy, P.C. August 2012 - November 2012
Fragomen, Del Rey, Bernsen & Loewy September 2010 - December 2010
OppenheimerFunds June 2010 - August 2010
Anti-Defamation League October 2009 - June 2010
Cerberus Capital Management February 2007 - August 2009
Education
Brooklyn Law School 2008 — 2011
Doctor of Law (J.D.)
Kingston University
The University of Glamorgan
University of Central Florida
Charisse McElwaine, MS, RD, CDN Charisse McElwaine, MS, RD, CDN's OppenheimerFunds Experience February 1998 - September 2003
Job Certified Dietitian Nutritionist
Industry Health, Wellness and Fitness
Experience
Winthrop-University Hospital January 2011 - Present
Cabrini Medical Center February 2009 - January 2011
Long Beach Medical Center & Komanoff Center for Geriatric and Rehabilitative Medicine May 2005 - December 2010
Cornell Cooperative Extension January 2008 - February 2009
NYU Medical Center July 2006 - December 2006
South Nassau Communities Hospital 2004 - 2005
OppenheimerFunds February 1998 - September 2003
John Wiley & Sons, Inc December 1995 - February 1998
Skills
Medical Nutrition..., Clinical Nutrition, Counseling, Nutrition, Diabetes, Weight Management, Cholesterol, Hypertension, Geriatric Nursing, Long-term Care, Cancer, Nutrition Education, Nutritional Counseling, Pediatrics, Wellness, Health Education, Health Promotion, Dietetics, Psychotherapy, Public Health
Education
New York University 2003 — 2008
MS, Clinical Nutrition
State University of New York at Binghamton 1990 — 1993
Concentration, Psychology
Winthrop-University Hospital January 2011 - Present
Cabrini Medical Center February 2009 - January 2011
Long Beach Medical Center & Komanoff Center for Geriatric and Rehabilitative Medicine May 2005 - December 2010
Cornell Cooperative Extension January 2008 - February 2009
NYU Medical Center July 2006 - December 2006
South Nassau Communities Hospital 2004 - 2005
OppenheimerFunds February 1998 - September 2003
John Wiley & Sons, Inc December 1995 - February 1998
Skills
Medical Nutrition..., Clinical Nutrition, Counseling, Nutrition, Diabetes, Weight Management, Cholesterol, Hypertension, Geriatric Nursing, Long-term Care, Cancer, Nutrition Education, Nutritional Counseling, Pediatrics, Wellness, Health Education, Health Promotion, Dietetics, Psychotherapy, Public Health
Education
New York University 2003 — 2008
MS, Clinical Nutrition
State University of New York at Binghamton 1990 — 1993
Concentration, Psychology
Joseph Armano Joseph Armano's OppenheimerFunds Experience March 1992 - November 1994
Job Associate Vice President at JLL
Industry Real Estate
Experience
JLL June 2014 - Present
Joseph Armano Real Estate January 2007 - Present
DTZ August 2011 - June 2014
CresaPartners March 2010 - August 2011
Helmsley Spear March 2009 - January 2010
Coldwell Banker July 2005 - January 2007
Sothebys International Realty June 2004 - July 2005
Merrill Lynch 1999 - 2002
ING 1998 - 1999
OppenheimerFunds March 1992 - November 1994
Skills
Real Estate, Commercial Real Estate, Leases, Investors, Investments, Brokerage, Asset Managment, Property, Valuation, Real Estate Economics, Tenant, Corporate Real Estate, Residential Homes, Real Estate Development, Investment Properties, Disposition, Real Estate Transactions, Negotiation, Due Diligence, Sales, Finance, Real Estate Financing, Tenant Representation, Land Acquisition, International Real...
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
JLL June 2014 - Present
Joseph Armano Real Estate January 2007 - Present
DTZ August 2011 - June 2014
CresaPartners March 2010 - August 2011
Helmsley Spear March 2009 - January 2010
Coldwell Banker July 2005 - January 2007
Sothebys International Realty June 2004 - July 2005
Merrill Lynch 1999 - 2002
ING 1998 - 1999
OppenheimerFunds March 1992 - November 1994
Skills
Real Estate, Commercial Real Estate, Leases, Investors, Investments, Brokerage, Asset Managment, Property, Valuation, Real Estate Economics, Tenant, Corporate Real Estate, Residential Homes, Real Estate Development, Investment Properties, Disposition, Real Estate Transactions, Negotiation, Due Diligence, Sales, Finance, Real Estate Financing, Tenant Representation, Land Acquisition, International Real...
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
Bryan Heisler Bryan Heisler's OppenheimerFunds Experience May 2014 - August 2014
Job Operations and Compliance Analyst at Sorin Capital Management
Industry Financial Services
Experience
Sorin Capital Management September 2015 - Present
OppenheimerFunds May 2014 - August 2014
Henry Schein May 2013 - January 2014
Cauldwell Wingate July 2010 - August 2012
Zapken and Loeb LLP May 2012 - June 2012
Skills
Accounting, Microsoft Excel, Budgets, Outlook, Leadership, Microsoft Office, Financial Analysis, US GAAP, Sarbanes-Oxley, Microsoft Word, PowerPoint, Tax, Risk Management, Strategic Planning, Team Leadership, Accounts Payable, Financial Accounting, Account Reconciliation, Accounts Receivable, Global Business..., General Ledger, Internal Audit, Market Analysis, Research, JDE Enterprise One, AS400 system, QuickBooks, Tax Accounting, Consulting, Financial Risk, Qualitative Research, Quantitative Research, Risk Assessment, Macro, Negotiation, Customer Service, Public Speaking, Management
Education
Binghamton University 2011 — 2015
Bachelor's Degree, Economics
Sorin Capital Management September 2015 - Present
OppenheimerFunds May 2014 - August 2014
Henry Schein May 2013 - January 2014
Cauldwell Wingate July 2010 - August 2012
Zapken and Loeb LLP May 2012 - June 2012
Skills
Accounting, Microsoft Excel, Budgets, Outlook, Leadership, Microsoft Office, Financial Analysis, US GAAP, Sarbanes-Oxley, Microsoft Word, PowerPoint, Tax, Risk Management, Strategic Planning, Team Leadership, Accounts Payable, Financial Accounting, Account Reconciliation, Accounts Receivable, Global Business..., General Ledger, Internal Audit, Market Analysis, Research, JDE Enterprise One, AS400 system, QuickBooks, Tax Accounting, Consulting, Financial Risk, Qualitative Research, Quantitative Research, Risk Assessment, Macro, Negotiation, Customer Service, Public Speaking, Management
Education
Binghamton University 2011 — 2015
Bachelor's Degree, Economics
Julia Sharoff Julia Sharoff's OppenheimerFunds Experience September 2013 - Present
Job Communication Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2013 - Present
Freelance Writer 2013 - September 2013
Clark University September 2012 - May 2013
Worcester Sharks September 2012 - January 2013
Clark University August 2011 - December 2011
Colorado Agency for Jewish Education May 2011 - August 2011
D&AD January 2011 - April 2011
The Huffington Post May 2010 - August 2010
Skills
Media Production, Social Media Marketing, Marketing Communications, Database Research, Event Marketing, Outlook, PowerPoint, Filemaker Pro, Excel, Constant Contact, SPSS, Access, HTML, Creative Writing, Mac OS X, Time Management, Learning Quickly, Social Media, Event Planning, Word, Google Analytics, Adobe Creative Suite, OS X, Facebook, Research, FileMaker, Microsoft Word, Databases, Microsoft Excel, Marketing
Education
Clark University 2012 — 2013
Master of Science (MS)
Clark University 2008 — 2012
Bachelor of Arts (B.A.)
Birkbeck College, University of London 2011 — 2011
George Washington High School 2004 — 2008
Diploma, International Baccalaureate
OppenheimerFunds September 2013 - Present
Freelance Writer 2013 - September 2013
Clark University September 2012 - May 2013
Worcester Sharks September 2012 - January 2013
Clark University August 2011 - December 2011
Colorado Agency for Jewish Education May 2011 - August 2011
D&AD January 2011 - April 2011
The Huffington Post May 2010 - August 2010
Skills
Media Production, Social Media Marketing, Marketing Communications, Database Research, Event Marketing, Outlook, PowerPoint, Filemaker Pro, Excel, Constant Contact, SPSS, Access, HTML, Creative Writing, Mac OS X, Time Management, Learning Quickly, Social Media, Event Planning, Word, Google Analytics, Adobe Creative Suite, OS X, Facebook, Research, FileMaker, Microsoft Word, Databases, Microsoft Excel, Marketing
Education
Clark University 2012 — 2013
Master of Science (MS)
Clark University 2008 — 2012
Bachelor of Arts (B.A.)
Birkbeck College, University of London 2011 — 2011
George Washington High School 2004 — 2008
Diploma, International Baccalaureate
Alex Vander Woude Alex Vander Woude's OppenheimerFunds Experience June 2013 - August 2013
Job Underwriting Subject Matter Expert at Urban Lending Solutions
Industry Financial Services
Experience
Urban Lending Solutions October 2014 - Present
Urban Lending Solutions November 2013 - October 2014
Urban Lending Solutions Appraisals September 2013 - November 2013
OppenheimerFunds June 2013 - August 2013
Attivo Pizzeria and Bar September 2012 - August 2013
Odyssey Fusion May 2011 - July 2012
Western Health Systems November 2010 - March 2011
Skills
Customer Service, Editorial, Food & Beverage, Hospitality Management, Microsoft Office, Negotiation, Proofreading, Tutoring, Bar Management, Adaptation, Writing, Critical Thought, Integrated Marketing
Education
Calvin College 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters
Urban Lending Solutions October 2014 - Present
Urban Lending Solutions November 2013 - October 2014
Urban Lending Solutions Appraisals September 2013 - November 2013
OppenheimerFunds June 2013 - August 2013
Attivo Pizzeria and Bar September 2012 - August 2013
Odyssey Fusion May 2011 - July 2012
Western Health Systems November 2010 - March 2011
Skills
Customer Service, Editorial, Food & Beverage, Hospitality Management, Microsoft Office, Negotiation, Proofreading, Tutoring, Bar Management, Adaptation, Writing, Critical Thought, Integrated Marketing
Education
Calvin College 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters
Charles Jonas Charles Jonas's OppenheimerFunds Experience April 2013 - Present
Job Regional Advisor Consultant North East New Jersey at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2013 - Present
OppenheimerFunds December 2011 - April 2013
Buckman, Buckman, & Reid February 2010 - November 2011
Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Equities, Securities, FINRA, Retirement Planning, Separately Managed..., Wealth Management, Asset Management
Education
Chaminade High School 2000 — 2004
Binghamton University
SUNY Binghamton
OppenheimerFunds April 2013 - Present
OppenheimerFunds December 2011 - April 2013
Buckman, Buckman, & Reid February 2010 - November 2011
Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Equities, Securities, FINRA, Retirement Planning, Separately Managed..., Wealth Management, Asset Management
Education
Chaminade High School 2000 — 2004
Binghamton University
SUNY Binghamton
Jennifer Hoelscher Jennifer Hoelscher's OppenheimerFunds Experience 2003 - Present
Job AVP, Sales Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2003 - Present
OppenheimerFunds 2000 - 2003
ICON Advisers 1996 - 2000
Roger Engemann & Associates 1992 - 1996
Ameriprise Financial Services, Inc. 1990 - 1992
Bank of America 1986 - 1989
Skills
Mutual Funds, Asset Allocation, Securities, Alternative Investments, Financial Services, Investments, Retirement Planning, 401k, Wealth Management, Relationship Management, Retirement, Investment Strategies, RIAs, SMA
Education
California State University-Los Angeles
BA, English Literature
OppenheimerFunds 2003 - Present
OppenheimerFunds 2000 - 2003
ICON Advisers 1996 - 2000
Roger Engemann & Associates 1992 - 1996
Ameriprise Financial Services, Inc. 1990 - 1992
Bank of America 1986 - 1989
Skills
Mutual Funds, Asset Allocation, Securities, Alternative Investments, Financial Services, Investments, Retirement Planning, 401k, Wealth Management, Relationship Management, Retirement, Investment Strategies, RIAs, SMA
Education
California State University-Los Angeles
BA, English Literature
Carolyn S. Smith Carolyn S. Smith's OppenheimerFunds Experience 1997 - 1998
Job President Smith Professional Services
Industry Hospital & Health Care
Experience
Smith Professional Services 2009 - Present
Centura Health October 2012 - November 2014
Fiserv 2006 - 2009
Columbia Mutual Funds 2003 - 2003
Great West Life 1998 - 2003
OppenheimerFunds 1997 - 1998
FBI 1984 - 1992
Skills
Healthcare, CNA Certified in..., Geriatrics, BLS CPR, Home Care, Medication Reminders, Cpr Certified, Leadership, Public Speaking, Research, Recruiting, CRM, Management, Private Investigations, Surveillance, Project Management, Fraud, Risk Assessment, Security, Team Building, Investigation, Call Centers, Risk Management, Workers Compensation, Crisis Management, Insurance, Strategic Planning, Supervisory Skills, Operations Management, Compliance, Team Leadership, Analysis, Leadership Development, Administration, Coaching, Contract Negotiation, Budgets, Human Resources, Government, Finance, Strategy, Change Management, Entrepreneurship, Light Housekeeping, Case Managment, Medical Coding, Sales, Background Checks, Training
Education
Stillwater Institute 2011 — 2011
Certified Nursing Assistant, Nursing
Capella University 2007 — 2009
Business, Business Management
Arapahoe Community College
Certification Medical Billing/Coding, Medical Insurance Coding Specialist/Coder, 3.33 GPA
Smith Professional Services 2009 - Present
Centura Health October 2012 - November 2014
Fiserv 2006 - 2009
Columbia Mutual Funds 2003 - 2003
Great West Life 1998 - 2003
OppenheimerFunds 1997 - 1998
FBI 1984 - 1992
Skills
Healthcare, CNA Certified in..., Geriatrics, BLS CPR, Home Care, Medication Reminders, Cpr Certified, Leadership, Public Speaking, Research, Recruiting, CRM, Management, Private Investigations, Surveillance, Project Management, Fraud, Risk Assessment, Security, Team Building, Investigation, Call Centers, Risk Management, Workers Compensation, Crisis Management, Insurance, Strategic Planning, Supervisory Skills, Operations Management, Compliance, Team Leadership, Analysis, Leadership Development, Administration, Coaching, Contract Negotiation, Budgets, Human Resources, Government, Finance, Strategy, Change Management, Entrepreneurship, Light Housekeeping, Case Managment, Medical Coding, Sales, Background Checks, Training
Education
Stillwater Institute 2011 — 2011
Certified Nursing Assistant, Nursing
Capella University 2007 — 2009
Business, Business Management
Arapahoe Community College
Certification Medical Billing/Coding, Medical Insurance Coding Specialist/Coder, 3.33 GPA
Monroe (Rodriguez Johnson) Singh ☁'s OppenheimerFunds Experience June 2014 - December 2014
Job Salesforce/CRM DEV/ADMIN/TechnoFunctional Strategist 25k+ Connections PT/C2C/1099/Remote only
Industry Information Technology and Services
Experience
Monroe Rodriguez Singh September 2009 - Present
Monroe Rodriguez Singh Photography June 2009 - Present
Fenix Creation Studio LLC 2007 - Present
OppenheimerFunds June 2014 - December 2014
FARO Technologies April 2014 - June 2014
Sony Music Entertainment December 2013 - January 2014
Shire Pharmaceuticals November 2013 - December 2013
Oxford Global Resources January 2013 - November 2013
Successories/Pure Brands/DYR May 2012 - August 2012
Pfizer November 2011 - March 2012
Skills
Product Marketing, Salesforce.com, Sales Management, SQL, SQL Server, SQL database design, MySQL, Eclipse, CRM software, Sage CRM, ERP, ERP/CRM, Web Design, Web Development, Web Services, Web 2.0, SEO, Force.com, Business Analysis, SFDC, Jigsaw, GoToMeeting, Virtual Training, SAP, CRM, Microsoft SQL Server, Web Applications, Account Management, Cloud Computing, Marketing Strategy, Social Media Marketing, JavaScript, CSS, Wordpress, AJAX, Project Management, PHP, Strategy, Integration, SaaS, Market Research, Social Media, Lead Generation, Marketing, Product Development, Integrated Marketing, Business Process, Sales Operations, Management, Business Planning
Education
Boston University
BS, Biochemistry and Molecular Biology
Dreamforce
Montgomery County Community College
AS, Business Administration/Graphic Design
The George Washington University - School of Business
BSBA, Marketing/MIS
Monroe Rodriguez Singh September 2009 - Present
Monroe Rodriguez Singh Photography June 2009 - Present
Fenix Creation Studio LLC 2007 - Present
OppenheimerFunds June 2014 - December 2014
FARO Technologies April 2014 - June 2014
Sony Music Entertainment December 2013 - January 2014
Shire Pharmaceuticals November 2013 - December 2013
Oxford Global Resources January 2013 - November 2013
Successories/Pure Brands/DYR May 2012 - August 2012
Pfizer November 2011 - March 2012
Skills
Product Marketing, Salesforce.com, Sales Management, SQL, SQL Server, SQL database design, MySQL, Eclipse, CRM software, Sage CRM, ERP, ERP/CRM, Web Design, Web Development, Web Services, Web 2.0, SEO, Force.com, Business Analysis, SFDC, Jigsaw, GoToMeeting, Virtual Training, SAP, CRM, Microsoft SQL Server, Web Applications, Account Management, Cloud Computing, Marketing Strategy, Social Media Marketing, JavaScript, CSS, Wordpress, AJAX, Project Management, PHP, Strategy, Integration, SaaS, Market Research, Social Media, Lead Generation, Marketing, Product Development, Integrated Marketing, Business Process, Sales Operations, Management, Business Planning
Education
Boston University
BS, Biochemistry and Molecular Biology
Dreamforce
Montgomery County Community College
AS, Business Administration/Graphic Design
The George Washington University - School of Business
BSBA, Marketing/MIS
Charlie Pettit Charlie Pettit's OppenheimerFunds Experience October 1993 - Present
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
Oppenheimer Funds October 1993 - Present
OppenheimerFunds October 1993 - Present
OppenheimerFunds Distributors 1993 - Present
Skills
Mutual Funds, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Wealth Management, Asset Management, Securities, Retirement, Portfolio Management, 401k, Equities, Fixed Income
Education
Boston University School of Law 1978 — 1980
Doctor of Law (JD)
Tufts University 1974 — 1977
Bachelor of Arts (BA), History
Oppenheimer Funds October 1993 - Present
OppenheimerFunds October 1993 - Present
OppenheimerFunds Distributors 1993 - Present
Skills
Mutual Funds, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Wealth Management, Asset Management, Securities, Retirement, Portfolio Management, 401k, Equities, Fixed Income
Education
Boston University School of Law 1978 — 1980
Doctor of Law (JD)
Tufts University 1974 — 1977
Bachelor of Arts (BA), History
Carolyn Williams's OppenheimerFunds Experience May 2011 - March 2012
Job Director of Marketing and Instructor Development at Rêve Cycling Studio
Industry Fund-Raising
Experience
Rêve Cycling Studio July 2015 - Present
Bowdoin College September 2012 - July 2015
SoulCycle, LLC March 2012 - August 2012
OppenheimerFunds May 2011 - March 2012
Financial Dynamics August 2010 - April 2011
Education
Bowdoin College 2006 — 2010
A.B., English, Music
Phillips Academy 2004 — 2006
Rêve Cycling Studio July 2015 - Present
Bowdoin College September 2012 - July 2015
SoulCycle, LLC March 2012 - August 2012
OppenheimerFunds May 2011 - March 2012
Financial Dynamics August 2010 - April 2011
Education
Bowdoin College 2006 — 2010
A.B., English, Music
Phillips Academy 2004 — 2006
Kristen Ross Kristen Ross's OppenheimerFunds Experience May 2013 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2013 - Present
Sentinel Benefits & Financial Group July 2011 - April 2013
Ski Haus August 2003 - March 2011
ING June 2010 - August 2010
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Retirement, Investment Management, Securities, Insurance, Finance, Employee Benefits, Fixed Income, Financial Advisory, Corporate Finance, 401k
Education
University of Rhode Island 2007 — 2011
Business, Finance
Bond University 2010 — 2010
Finance
Brewster High School 2003 — 2007
OppenheimerFunds May 2013 - Present
Sentinel Benefits & Financial Group July 2011 - April 2013
Ski Haus August 2003 - March 2011
ING June 2010 - August 2010
Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Retirement, Investment Management, Securities, Insurance, Finance, Employee Benefits, Fixed Income, Financial Advisory, Corporate Finance, 401k
Education
University of Rhode Island 2007 — 2011
Business, Finance
Bond University 2010 — 2010
Finance
Brewster High School 2003 — 2007
Chris Fetchet Chris Fetchet's OppenheimerFunds Experience April 2015 - Present
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
Maxim Group July 2012 - August 2014
CRT Capital Group February 2012 - August 2012
Sterne Agee July 2011 - August 2011
Keefe, Bruyette & Woods June 2009 - August 2009
CB Richard Ellis June 2008 - August 2008
Skills
Series 7, Series 63, Financial Services, Finance, Institutional, Fixed Income, Equities, Bloomberg, Hedge Funds
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Economics
OppenheimerFunds April 2015 - Present
Maxim Group July 2012 - August 2014
CRT Capital Group February 2012 - August 2012
Sterne Agee July 2011 - August 2011
Keefe, Bruyette & Woods June 2009 - August 2009
CB Richard Ellis June 2008 - August 2008
Skills
Series 7, Series 63, Financial Services, Finance, Institutional, Fixed Income, Equities, Bloomberg, Hedge Funds
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Economics
Faatimah Jafiq's OppenheimerFunds Experience June 2014 - August 2014
Job International Studies Student Interested in the Legal Field and International Work
Industry International Affairs
Experience
Bryn Mawr College August 2014 - May 2015
Bryn Mawr College May 2012 - May 2015
OppenheimerFunds June 2014 - August 2014
Bryn Mawr College African and Caribbean Student Organization (BACaSO) May 2013 - May 2014
Bryn Mawr College March 2012 - May 2014
Indonesia Research Program June 2013 - August 2013
Leadership Empowerment and Advancement Program (LEAP) October 2012 - May 2013
Muslim Students' Association April 2012 - May 2013
Partners for Women and Justice January 2013 - January 2013
NJ LEEP, Inc. at Seton Hall Law School June 2012 - August 2012
Skills
Microsoft Office, Public Relations, Public Speaking, Public Diplomacy, Adobe Illustrator, Adobe Photoshop Cs, Marketing Communications, Advertising Sales, Basic Accounting, Elementary Spanish, Data Analysis, Technical Writing, Creative Writing, Feature Writing, Technical Illustration, Editorial Illustration, Editorial Skills, Published Journalist, Spanish, Editing, Microsoft Word, Social Networking, Nonprofits, Research, Blogging, Community Outreach, PowerPoint, Photoshop, Event Management
Education
Bryn Mawr College 2011 — 2015
Bachelor of Arts (B.A.)
Bloomfield Vo-Tech 2007 — 2011
High School Diploma
New Jersey Law and Education Empowerment Project 2007 — 2011
Bryn Mawr College August 2014 - May 2015
Bryn Mawr College May 2012 - May 2015
OppenheimerFunds June 2014 - August 2014
Bryn Mawr College African and Caribbean Student Organization (BACaSO) May 2013 - May 2014
Bryn Mawr College March 2012 - May 2014
Indonesia Research Program June 2013 - August 2013
Leadership Empowerment and Advancement Program (LEAP) October 2012 - May 2013
Muslim Students' Association April 2012 - May 2013
Partners for Women and Justice January 2013 - January 2013
NJ LEEP, Inc. at Seton Hall Law School June 2012 - August 2012
Skills
Microsoft Office, Public Relations, Public Speaking, Public Diplomacy, Adobe Illustrator, Adobe Photoshop Cs, Marketing Communications, Advertising Sales, Basic Accounting, Elementary Spanish, Data Analysis, Technical Writing, Creative Writing, Feature Writing, Technical Illustration, Editorial Illustration, Editorial Skills, Published Journalist, Spanish, Editing, Microsoft Word, Social Networking, Nonprofits, Research, Blogging, Community Outreach, PowerPoint, Photoshop, Event Management
Education
Bryn Mawr College 2011 — 2015
Bachelor of Arts (B.A.)
Bloomfield Vo-Tech 2007 — 2011
High School Diploma
New Jersey Law and Education Empowerment Project 2007 — 2011
Josean Fernandez, CAIA's OppenheimerFunds Experience January 2015 - Present
Job Managing Director OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds March 2014 - January 2015
OppenheimerFunds February 2012 - March 2014
Neuberger Berman June 2008 - February 2012
Lehman Brothers 2006 - 2008
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Relationship Development, New Business Development, UCITS
Education
Bloomfield College
B.S Finance
St. Augustine Prep
H.S. Diploma, College Prep
OppenheimerFunds January 2015 - Present
OppenheimerFunds March 2014 - January 2015
OppenheimerFunds February 2012 - March 2014
Neuberger Berman June 2008 - February 2012
Lehman Brothers 2006 - 2008
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Relationship Development, New Business Development, UCITS
Education
Bloomfield College
B.S Finance
St. Augustine Prep
H.S. Diploma, College Prep
Melissa Cappleman Melissa Cappleman's OppenheimerFunds Experience April 2000 - December 2000
Job Executive Assistant at Temporary Employer
Industry Consumer Services
Experience
Temporary Employer May 2015 - Present
Blessed & Rich April 2013 - Present
Coach Melissa, LLC June 2011 - Present
CORT Business Services April 2010 - May 2011
Denver Coach Federation April 2009 - February 2010
ING September 2003 - January 2009
Basement Finishing Systems June 2002 - December 2002
Alternative Homes for Youth April 2001 - May 2002
RCG Information Technology December 2000 - March 2001
OppenheimerFunds April 2000 - December 2000
Skills
Budgets, Wealth Management, Wealth, Money, Savings, Finance, Team Building, Entrepreneurship, Strategic Planning, Coaching, Small Business, Investments, Management, Managerial Finance, Leadership Development, Money Management, Cash Flow Forecasting, Financial Coaching, Marketing, Risk Management, Public Speaking, Debt Management, Leadership, Social Networking, Money Handling, Project Management, money savings expert, cash flow planning, financial solution..., Wealth Accumulation, Budget Management, Financial Management, Retirement Savings, Wealth Preservation..., Organizational...
Education
Client Attraction Business School 2013 — 2014
Marketing and running a successful business
Inspired Spirit Coaching Academy 2000 — 2011
Inspired Spirit Certified Coach, Universal Laws Coaching
Coach Training Alliance 2008 — 2008
Coaching Certification, Debt-Free Coaching
Dave Ramsey Certified Counselor Training 2008 — 2008
Certification, Debt-Free Coaching
Coach U 2007 — 2007
Becoming A Coach Course
Wellness Mapping 360° Coach Training 2007 — 2007
Certification, Wellness Mapping 360° Certified Coach
California Lutheran University
BA, Religion/Education/Liberal Arts
Dale Carnegie Training
The Dale Carnegie Course, Developing relationships, success habits and public speaking
Los Angeles Pierce College
Office Administration (now Administrative Professional) Certificate Program
Reseda High School
High School Diploma, English/Spanish
Temporary Employer May 2015 - Present
Blessed & Rich April 2013 - Present
Coach Melissa, LLC June 2011 - Present
CORT Business Services April 2010 - May 2011
Denver Coach Federation April 2009 - February 2010
ING September 2003 - January 2009
Basement Finishing Systems June 2002 - December 2002
Alternative Homes for Youth April 2001 - May 2002
RCG Information Technology December 2000 - March 2001
OppenheimerFunds April 2000 - December 2000
Skills
Budgets, Wealth Management, Wealth, Money, Savings, Finance, Team Building, Entrepreneurship, Strategic Planning, Coaching, Small Business, Investments, Management, Managerial Finance, Leadership Development, Money Management, Cash Flow Forecasting, Financial Coaching, Marketing, Risk Management, Public Speaking, Debt Management, Leadership, Social Networking, Money Handling, Project Management, money savings expert, cash flow planning, financial solution..., Wealth Accumulation, Budget Management, Financial Management, Retirement Savings, Wealth Preservation..., Organizational...
Education
Client Attraction Business School 2013 — 2014
Marketing and running a successful business
Inspired Spirit Coaching Academy 2000 — 2011
Inspired Spirit Certified Coach, Universal Laws Coaching
Coach Training Alliance 2008 — 2008
Coaching Certification, Debt-Free Coaching
Dave Ramsey Certified Counselor Training 2008 — 2008
Certification, Debt-Free Coaching
Coach U 2007 — 2007
Becoming A Coach Course
Wellness Mapping 360° Coach Training 2007 — 2007
Certification, Wellness Mapping 360° Certified Coach
California Lutheran University
BA, Religion/Education/Liberal Arts
Dale Carnegie Training
The Dale Carnegie Course, Developing relationships, success habits and public speaking
Los Angeles Pierce College
Office Administration (now Administrative Professional) Certificate Program
Reseda High School
High School Diploma, English/Spanish
Jesse Nercessian's OppenheimerFunds Experience 2007 - 2007
Job Sr. Director, Service & Operations @ Evolve Controls
Industry Information Technology and Services
Experience
Evolve Controls August 2015 - Present
Evolve Guest Controls August 2014 - August 2015
Evolve Guest Controls June 2010 - August 2014
Kettle Corn NYC July 2013 - November 2013
GE Capital July 2008 - June 2010
OppenheimerFunds 2007 - 2007
Skills
Business Development, Product Development, Project Management, B2B, Integration, Contract Negotiation, Account Management, Strategy, Hospitality Industry, Corporate Branding, Management, Z-Wave, Quality Control, Risk Management, Start-ups, Commercial Finance, Asset Based Lending, Leadership
Education
Bucknell University
BSBA, Management, Spanish
St. Anthony's High School
Evolve Controls August 2015 - Present
Evolve Guest Controls August 2014 - August 2015
Evolve Guest Controls June 2010 - August 2014
Kettle Corn NYC July 2013 - November 2013
GE Capital July 2008 - June 2010
OppenheimerFunds 2007 - 2007
Skills
Business Development, Product Development, Project Management, B2B, Integration, Contract Negotiation, Account Management, Strategy, Hospitality Industry, Corporate Branding, Management, Z-Wave, Quality Control, Risk Management, Start-ups, Commercial Finance, Asset Based Lending, Leadership
Education
Bucknell University
BSBA, Management, Spanish
St. Anthony's High School
John Yoder John Yoder's OppenheimerFunds Experience July 2011 - Present
Job VP & Assistant Counsel at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2011 - Present
US Securities and Exchange Commission August 2002 - June 2011
US Securities and Exchange Commission May 2001 - August 2001
Price Waterhouse Coopers May 2000 - June 2000
Skills
Securities, Corporate Law, Mutual Funds, Compliance, Derivatives, Investment Advisers Act, Investment Company Act, ETFs, Contract Law, AML, SEC filings, Corporate Finance, Corporate Governance, Securities Regulation, Due Diligence, Investment Management, Legal Research, Legal Writing, SEC Filings, FINRA, Investments, Asset Management, Intellectual Property, Hedge Funds, Tax, Analysis, Investment Companies, Legal Issues, Litigation, Licensing, Capital Markets, Alternative Investments, Investment Advisory, Broker-Dealer, Privacy Law, Equities, Financial Services, Mergers & Acquisitions, Accounting, Legal Compliance, Securities Exchange Act..., Fund Of Funds
Education
Brigham Young University—J. Reuben Clark Law School 1999 — 2002
J.D., Law
Brigham Young University 1993 — 1999
B.S., Economics with University Honors
CFA Institute
Passed Level I of the CFA Program
OppenheimerFunds July 2011 - Present
US Securities and Exchange Commission August 2002 - June 2011
US Securities and Exchange Commission May 2001 - August 2001
Price Waterhouse Coopers May 2000 - June 2000
Skills
Securities, Corporate Law, Mutual Funds, Compliance, Derivatives, Investment Advisers Act, Investment Company Act, ETFs, Contract Law, AML, SEC filings, Corporate Finance, Corporate Governance, Securities Regulation, Due Diligence, Investment Management, Legal Research, Legal Writing, SEC Filings, FINRA, Investments, Asset Management, Intellectual Property, Hedge Funds, Tax, Analysis, Investment Companies, Legal Issues, Litigation, Licensing, Capital Markets, Alternative Investments, Investment Advisory, Broker-Dealer, Privacy Law, Equities, Financial Services, Mergers & Acquisitions, Accounting, Legal Compliance, Securities Exchange Act..., Fund Of Funds
Education
Brigham Young University—J. Reuben Clark Law School 1999 — 2002
J.D., Law
Brigham Young University 1993 — 1999
B.S., Economics with University Honors
CFA Institute
Passed Level I of the CFA Program
Michael Gottesman Michael Gottesman's OppenheimerFunds Experience November 1998 - Present
Job Senior Vice President, Midwest Division at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 1998 - Present
OppenheimerFunds November 1998 - Present
Education
Binghamton University 1993 — 1997
BA - Philosophy, Politics & Law 1997, Philosophy, Polotics & Law
OppenheimerFunds November 1998 - Present
OppenheimerFunds November 1998 - Present
Education
Binghamton University 1993 — 1997
BA - Philosophy, Politics & Law 1997, Philosophy, Polotics & Law
Jasmine Schwarz Jasmine Schwarz's OppenheimerFunds Experience September 2009 - Present
Job Bank Adjustments at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2009 - Present
OppenheimerFunds December 2007 - September 2009
SHR (Sceptre Hospitality Resources) July 2007 - December 2007
Richfield Hospitality March 2007 - July 2007
Job Corps July 2005 - November 2005
Marriott Hotels June 2004 - May 2005
Once Upon a Child January 2002 - May 2005
Skills
Customer Service, Banking, 10 Key, Microsoft Office, Data Collection, NACHA, Mutual Funds, Retirement, Research, Collaborative Problem..., Financial Reporting, Presentations, Soft Skills, Training, Process Improvement, Series 6, Volunteering, Activity Coordination, Administrative..., Retail, Leadership, Vendor Management, Finance, Financial Services, Customer Experience
Education
California State University-East Bay 2001 — 2005
Sociology, Social Work
OppenheimerFunds September 2009 - Present
OppenheimerFunds December 2007 - September 2009
SHR (Sceptre Hospitality Resources) July 2007 - December 2007
Richfield Hospitality March 2007 - July 2007
Job Corps July 2005 - November 2005
Marriott Hotels June 2004 - May 2005
Once Upon a Child January 2002 - May 2005
Skills
Customer Service, Banking, 10 Key, Microsoft Office, Data Collection, NACHA, Mutual Funds, Retirement, Research, Collaborative Problem..., Financial Reporting, Presentations, Soft Skills, Training, Process Improvement, Series 6, Volunteering, Activity Coordination, Administrative..., Retail, Leadership, Vendor Management, Finance, Financial Services, Customer Experience
Education
California State University-East Bay 2001 — 2005
Sociology, Social Work
Joseph Stellato, CFA Joseph Stellato, CFA's OppenheimerFunds Experience January 2015 - Present
Job Director Private Client, Trust, and Family Office Group at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds September 2013 - December 2014
Neuberger Berman April 2011 - September 2013
Barclays Capital September 2008 - August 2011
Lehman Brothers August 2008 - September 2008
Glaceau/Vitamin Water May 2007 - August 2007
Skills
Equities, Fixed Income, Trading, Securities Lending, Corporate Actions, Management, Account Reconciliation, Bloomberg, DTC, Finance, Series 7, Hedge Funds
Education
Binghamton University - School of Management 2004 — 2008
BS, Management; Finance
State University of New York at Binghamton 2004 — 2008
BA, Psychology
OppenheimerFunds January 2015 - Present
OppenheimerFunds September 2013 - December 2014
Neuberger Berman April 2011 - September 2013
Barclays Capital September 2008 - August 2011
Lehman Brothers August 2008 - September 2008
Glaceau/Vitamin Water May 2007 - August 2007
Skills
Equities, Fixed Income, Trading, Securities Lending, Corporate Actions, Management, Account Reconciliation, Bloomberg, DTC, Finance, Series 7, Hedge Funds
Education
Binghamton University - School of Management 2004 — 2008
BS, Management; Finance
State University of New York at Binghamton 2004 — 2008
BA, Psychology
Jason Israel Jason Israel's OppenheimerFunds Experience July 2007 - Present
Job Regional Sales Representative at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2007 - Present
Citi March 2002 - July 2007
Broadway Trading February 2000 - February 2002
Pershing September 1998 - January 2000
Skills
Mutual Funds, Investments, Equities, Banking, Asset Allocation, Fixed Income, Annuities, Series 7, Wealth Management, Securities, Financial Planning, Asset Management, Portfolio Management, Financial Markets, Credit, Microsoft Office, Insurance, Financial Analysis, Customer Relations, Series 63, Forecasting, Consultative Selling, Risk Management, Sales Management, Excel, Business Planning, Budgeting, Retirement Planning, Investment Strategies, Separately Managed..., Alternative Investments, Fixed Annuities, Financial Advisory
Education
Pace University - Lubin School of Business 2002 — 2006
Masters of Business Administration, Finance
Boston University Questrom School of Business 1994 — 1998
Bachelor of Science Business Administration, Finance
OppenheimerFunds July 2007 - Present
Citi March 2002 - July 2007
Broadway Trading February 2000 - February 2002
Pershing September 1998 - January 2000
Skills
Mutual Funds, Investments, Equities, Banking, Asset Allocation, Fixed Income, Annuities, Series 7, Wealth Management, Securities, Financial Planning, Asset Management, Portfolio Management, Financial Markets, Credit, Microsoft Office, Insurance, Financial Analysis, Customer Relations, Series 63, Forecasting, Consultative Selling, Risk Management, Sales Management, Excel, Business Planning, Budgeting, Retirement Planning, Investment Strategies, Separately Managed..., Alternative Investments, Fixed Annuities, Financial Advisory
Education
Pace University - Lubin School of Business 2002 — 2006
Masters of Business Administration, Finance
Boston University Questrom School of Business 1994 — 1998
Bachelor of Science Business Administration, Finance
Krishna Memani's OppenheimerFunds Experience March 2009 - Present
Job Chief Investment Officer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 2009 - Present
Deutsche Bank June 2006 - January 2009
Credit Suisse July 2002 - March 2006
Putnam Investments September 1998 - June 2002
Morgan Stanley October 1987 - July 1998
Education
University of Florida - Warrington College Of Business 1981 — 1984
MA Economics, MBA
Birla Institute of Technology and Science, Pilani 1976 — 1981
B. Engg, Mech. engg.
OppenheimerFunds March 2009 - Present
Deutsche Bank June 2006 - January 2009
Credit Suisse July 2002 - March 2006
Putnam Investments September 1998 - June 2002
Morgan Stanley October 1987 - July 1998
Education
University of Florida - Warrington College Of Business 1981 — 1984
MA Economics, MBA
Birla Institute of Technology and Science, Pilani 1976 — 1981
B. Engg, Mech. engg.
Joseph Macri's OppenheimerFunds Experience May 2013 - August 2013
Job Investment Operation Intern at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2013 - August 2013
Annaly Capital Management June 2012 - August 2012
Skills
Bloomberg, Investments, Mutual Funds, Asset Management, Financial Analysis, Financial Modeling, Data Analysis, Fixed Income, Financial Services, Microsoft Excel, Analytics, Business Analysis, Finance, Valuation, Corporate Finance, Microsoft Office, Microsoft Word
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science in Business, Finance and Marketing Double Major
OppenheimerFunds May 2013 - August 2013
Annaly Capital Management June 2012 - August 2012
Skills
Bloomberg, Investments, Mutual Funds, Asset Management, Financial Analysis, Financial Modeling, Data Analysis, Fixed Income, Financial Services, Microsoft Excel, Analytics, Business Analysis, Finance, Valuation, Corporate Finance, Microsoft Office, Microsoft Word
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science in Business, Finance and Marketing Double Major
Alex Ribbens Alex Ribbens's OppenheimerFunds Experience January 2008 - August 2010
Job Regional Director at Russell Investments
Industry Investment Management
Experience
Russell Investments May 2013 - Present
Russell Investments September 2010 - April 2013
OppenheimerFunds January 2008 - August 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Wealth Management, ETFs, Series 63, Investment Strategies, Alternative Investments, Investment Advisory, Separately Managed...
Education
Calvin College 2003 — 2007
BA, Economics
Russell Investments May 2013 - Present
Russell Investments September 2010 - April 2013
OppenheimerFunds January 2008 - August 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Wealth Management, ETFs, Series 63, Investment Strategies, Alternative Investments, Investment Advisory, Separately Managed...
Education
Calvin College 2003 — 2007
BA, Economics
Rick Rath CRPC's OppenheimerFunds Experience April 2004 - Present
Job Vice President at Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds April 2004 - Present
Dreyfus 1999 - 2004
Nuveen Investments 1998 - 1999
Skills
Mutual Funds, Alternative Investments, Retirement Planning, Retirement, Financial Advisory, Sales
Education
Boston University 1987 — 1991
BA, Englsh
Suffield Academy
OppenheimerFunds April 2004 - Present
Dreyfus 1999 - 2004
Nuveen Investments 1998 - 1999
Skills
Mutual Funds, Alternative Investments, Retirement Planning, Retirement, Financial Advisory, Sales
Education
Boston University 1987 — 1991
BA, Englsh
Suffield Academy
Terry Liddell Terry Liddell's OppenheimerFunds Experience November 2011 - April 2015
Job Senior Technical Product Manager
Industry Information Technology and Services
Experience
netPolarity, Inc. May 2015 - Present
OppenheimerFunds November 2011 - April 2015
JPMorgan Chase July 2009 - November 2011
JPMorgan Chase January 2004 - October 2009
JPMorgan Chase September 2002 - December 2003
JPMorgan Chase December 2000 - August 2002
Nivo International April 2000 - December 2000
The Internet Truckstop 1997 - April 2000
Skills
Leadership, SDLC, Quality Assurance, Software Development, User Acceptance Testing, System Administration, Agile Methodologies, Process Improvement, Release Management, Business Analysis, Requirements Analysis, Agile Project Management, Business Intelligence, IT Strategy, Integration, Management, Program Management, Project Management, Project Portfolio..., SQL, Software Project...
Education
Westminster College 2003 — 2006
MS, Technology Commercialization
University of San Diego 1995 — 1995
Certificate, Business & Environmental Law
Brigham Young University 1989 — 1994
BA, Political Science
netPolarity, Inc. May 2015 - Present
OppenheimerFunds November 2011 - April 2015
JPMorgan Chase July 2009 - November 2011
JPMorgan Chase January 2004 - October 2009
JPMorgan Chase September 2002 - December 2003
JPMorgan Chase December 2000 - August 2002
Nivo International April 2000 - December 2000
The Internet Truckstop 1997 - April 2000
Skills
Leadership, SDLC, Quality Assurance, Software Development, User Acceptance Testing, System Administration, Agile Methodologies, Process Improvement, Release Management, Business Analysis, Requirements Analysis, Agile Project Management, Business Intelligence, IT Strategy, Integration, Management, Program Management, Project Management, Project Portfolio..., SQL, Software Project...
Education
Westminster College 2003 — 2006
MS, Technology Commercialization
University of San Diego 1995 — 1995
Certificate, Business & Environmental Law
Brigham Young University 1989 — 1994
BA, Political Science
Simon McKay Simon McKay's OppenheimerFunds Experience May 2015 - Present
Job VP, Product Director Global Multi Asset Strategies at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds May 2015 - Present
Horizons for Homeless Children 2010 - Present
Columbia Management November 2012 - May 2015
Columbia Management October 2010 - November 2012
Bain Capital May 2009 - August 2009
Putnam Investments February 2005 - August 2008
Putnam Investments June 2002 - February 2005
Skills
Series 7, Equities, Valuation, Investments, Equity Research, Mutual Funds, Hedge Funds, Alternative Investments, Investor Relations, Asset Management, Securities, Marketing, Portfolio Management, Private Equity, Analysis, Fixed Income, Data Analysis, Marketing Strategy, Strategy, Financial Modeling, Fundraising, Retirement, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
Bowdoin College 1998 — 2002
AB, History, Economics Minor
St Mark's School 1995 — 1998
Fenn 1989 — 1994
OppenheimerFunds May 2015 - Present
Horizons for Homeless Children 2010 - Present
Columbia Management November 2012 - May 2015
Columbia Management October 2010 - November 2012
Bain Capital May 2009 - August 2009
Putnam Investments February 2005 - August 2008
Putnam Investments June 2002 - February 2005
Skills
Series 7, Equities, Valuation, Investments, Equity Research, Mutual Funds, Hedge Funds, Alternative Investments, Investor Relations, Asset Management, Securities, Marketing, Portfolio Management, Private Equity, Analysis, Fixed Income, Data Analysis, Marketing Strategy, Strategy, Financial Modeling, Fundraising, Retirement, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
Bowdoin College 1998 — 2002
AB, History, Economics Minor
St Mark's School 1995 — 1998
Fenn 1989 — 1994
Shauna Levy's OppenheimerFunds Experience September 1999 - July 2003
Job Founder & Marketing Consultant at Piece of Mind
Industry Marketing and Advertising
Experience
Piece of Mind LLC September 2009 - Present
NYSE Euronext 2004 - September 2009
AIG Advisor Group July 2003 - November 2004
OppenheimerFunds September 1999 - July 2003
Skills
Integrated Marketing, Social Media, Internal Communications, Corporate Communications, Marketing Communications, Marketing, Social Media Marketing, Strategic Communications, Marketing Strategy, Event Planning, Digital Marketing, Advertising, Media Relations, Public Speaking, Business Development, Online Advertising, Strategic Planning, Public Relations, Editing, Investor Relations
Education
Binghamton University 1995 — 1999
BA, Psychology
Piece of Mind LLC September 2009 - Present
NYSE Euronext 2004 - September 2009
AIG Advisor Group July 2003 - November 2004
OppenheimerFunds September 1999 - July 2003
Skills
Integrated Marketing, Social Media, Internal Communications, Corporate Communications, Marketing Communications, Marketing, Social Media Marketing, Strategic Communications, Marketing Strategy, Event Planning, Digital Marketing, Advertising, Media Relations, Public Speaking, Business Development, Online Advertising, Strategic Planning, Public Relations, Editing, Investor Relations
Education
Binghamton University 1995 — 1999
BA, Psychology
Brian C. Perkes's OppenheimerFunds Experience March 1998 - Present
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 1998 - Present
OppenheimerFunds March 1998 - March 2000
American Express Financial Advisors 1996 - 1998
Skills
Retirement, Retirement Planning, Wealth Management, Series 63, Alternative Investments, Separately Managed..., Strategic Financial..., Investments, IRAs, Investment Advisory, Finance, Asset Management, Securities, Investment Strategies, ETFs, Capital Markets, 401k, Mutual Funds, Financial Advisory, Asset Allocation, Financial Services, Series 7, Master Limited..., Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1998
MBA, Finance
Brigham Young University - Hawaii 1992 — 1996
B.S., International Business
IMCA-Investment Management Consultants Association 2014 — 2014
Essentials of Investment Management Program
College for Financial Planning 2008 — 2008
CRPC, Charted Retirement Planning Counslor
OppenheimerFunds March 1998 - Present
OppenheimerFunds March 1998 - March 2000
American Express Financial Advisors 1996 - 1998
Skills
Retirement, Retirement Planning, Wealth Management, Series 63, Alternative Investments, Separately Managed..., Strategic Financial..., Investments, IRAs, Investment Advisory, Finance, Asset Management, Securities, Investment Strategies, ETFs, Capital Markets, 401k, Mutual Funds, Financial Advisory, Asset Allocation, Financial Services, Series 7, Master Limited..., Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1998
MBA, Finance
Brigham Young University - Hawaii 1992 — 1996
B.S., International Business
IMCA-Investment Management Consultants Association 2014 — 2014
Essentials of Investment Management Program
College for Financial Planning 2008 — 2008
CRPC, Charted Retirement Planning Counslor
Michele Faranda's OppenheimerFunds Experience May 2014 - Present
Job Digital Governance | Online Presence | Web Project Management
Industry Financial Services
Experience
OppenheimerFunds May 2014 - Present
OppenheimerFunds August 2011 - May 2014
Pearson Technology 2009 - August 2011
Pearson Education 2002 - 2009
Pearson Prentice Hall 1999 - 2002
Azimuth Interactive 1994 - 1999
Skills
Web Governance, Web Standards, Digital Strategy, Content Management, Content Development, Content Strategy, Process Improvement, Project Management, Agile Methodologies, Online Publishing, Publishing, Vendor Management, User Experience, Social Media, Product Management, Business Analysis, Web Operations, Digital Marketing, Mentoring, Dashboard Metrics
Education
New York University
Certificate, Business Analysis (IIL)
Boston University
Certificate, Managing IT Projects (PMI)
Purchase College, SUNY
Certificate, Business Administration and Management, General
Hollins University
Bachelor of Arts (B.A.), Art History
OppenheimerFunds May 2014 - Present
OppenheimerFunds August 2011 - May 2014
Pearson Technology 2009 - August 2011
Pearson Education 2002 - 2009
Pearson Prentice Hall 1999 - 2002
Azimuth Interactive 1994 - 1999
Skills
Web Governance, Web Standards, Digital Strategy, Content Management, Content Development, Content Strategy, Process Improvement, Project Management, Agile Methodologies, Online Publishing, Publishing, Vendor Management, User Experience, Social Media, Product Management, Business Analysis, Web Operations, Digital Marketing, Mentoring, Dashboard Metrics
Education
New York University
Certificate, Business Analysis (IIL)
Boston University
Certificate, Managing IT Projects (PMI)
Purchase College, SUNY
Certificate, Business Administration and Management, General
Hollins University
Bachelor of Arts (B.A.), Art History
Mitch Brody's OppenheimerFunds Experience 1999 - 2001
Job
Industry Biotechnology
Experience
Genzyme 2008 - Present
Genzyme 2003 - 2008
Genzyme 2001 - 2003
OppenheimerFunds 1999 - 2001
Skills
SharePoint, Requirements Analysis, SDLC, Databases, Visio, Software Documentation, Integration, Requirements Gathering, Quality Assurance, Business Analysis, Software Project..., Business Process, Cross-functional Team..., Program Management, Project Management, Vendor Management
Education
Brandeis University 2008 — 2012
MS
State University of New York at Binghamton 1990 — 1993
BA
State University of New York at Albany 1988 — 1990
Genzyme 2008 - Present
Genzyme 2003 - 2008
Genzyme 2001 - 2003
OppenheimerFunds 1999 - 2001
Skills
SharePoint, Requirements Analysis, SDLC, Databases, Visio, Software Documentation, Integration, Requirements Gathering, Quality Assurance, Business Analysis, Software Project..., Business Process, Cross-functional Team..., Program Management, Project Management, Vendor Management
Education
Brandeis University 2008 — 2012
MS
State University of New York at Binghamton 1990 — 1993
BA
State University of New York at Albany 1988 — 1990
Brian Giesen, CFA's OppenheimerFunds Experience January 2014 - Present
Job
Industry Investment Management
Experience
OppenheimerFunds January 2014 - Present
OppenheimerFunds August 2011 - December 2013
AllianceBernstein April 2007 - July 2011
Fidelity Investments August 2005 - March 2007
Fidelity Investments May 2003 - July 2005
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Hedge Funds, Bloomberg, Mutual Funds, Capital Markets, Financial Modeling
Education
Brandeis International Business School 2005 — 2006
M.S., Finance
Boston College 1999 — 2003
B.S., Management Information Systems
OppenheimerFunds January 2014 - Present
OppenheimerFunds August 2011 - December 2013
AllianceBernstein April 2007 - July 2011
Fidelity Investments August 2005 - March 2007
Fidelity Investments May 2003 - July 2005
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Hedge Funds, Bloomberg, Mutual Funds, Capital Markets, Financial Modeling
Education
Brandeis International Business School 2005 — 2006
M.S., Finance
Boston College 1999 — 2003
B.S., Management Information Systems
Donal Bishnoi's OppenheimerFunds Experience January 2010 - Present
Job AVP Risk Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds January 2010 - Present
Hedge Fund 2007 - March 2011
A1reproductions 2010 - 2010
Hartford Investment Management Company 2002 - 2004
HIMCO 2002 - 2004
Skills
Portfolio Optimization, Portfolio Management, Hedge Funds, Risk Management, Financial Risk, Alternative Investments, Asset Allocation, Bloomberg, Analytics, Backtesting, Derivatives, Equities, Financial Markets, Fixed Income, Market Risk, Mutual Funds, Options, Quantitative Finance, Quantitative Investing, Strategy, Trading Strategies, Trading Systems
Education
Boston University 1998 — 2002
Bus. Admin, Finance / MIS
Boston University Questrom School of Business 1998 — 2002
OppenheimerFunds January 2010 - Present
Hedge Fund 2007 - March 2011
A1reproductions 2010 - 2010
Hartford Investment Management Company 2002 - 2004
HIMCO 2002 - 2004
Skills
Portfolio Optimization, Portfolio Management, Hedge Funds, Risk Management, Financial Risk, Alternative Investments, Asset Allocation, Bloomberg, Analytics, Backtesting, Derivatives, Equities, Financial Markets, Fixed Income, Market Risk, Mutual Funds, Options, Quantitative Finance, Quantitative Investing, Strategy, Trading Strategies, Trading Systems
Education
Boston University 1998 — 2002
Bus. Admin, Finance / MIS
Boston University Questrom School of Business 1998 — 2002
Sarah Joyce's OppenheimerFunds Experience June 2013 - Present
Job Assistant Vice President, Client Services Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2013 - Present
Dreman Value Management July 2006 - May 2013
Berkeley College August 2005 - July 2006
Berkeley College October 2004 - August 2005
BlackRock 2003 - 2004
Score! Educational Centers January 2003 - August 2003
SCORE! Educational Centers January 2002 - December 2002
Skills
FINRA Series 6 Certified, FactSet, Advent Axys, Quickbase Online Data..., CAPS Composite System, FileZilla FTP Client, Umbraco Website Content..., Axys, Online Advertising, Filezilla, Management, Data Management, Web Content Management, Press Releases, Series 7
Education
Boston College 1997 — 2001
BS, Marketing
OppenheimerFunds June 2013 - Present
Dreman Value Management July 2006 - May 2013
Berkeley College August 2005 - July 2006
Berkeley College October 2004 - August 2005
BlackRock 2003 - 2004
Score! Educational Centers January 2003 - August 2003
SCORE! Educational Centers January 2002 - December 2002
Skills
FINRA Series 6 Certified, FactSet, Advent Axys, Quickbase Online Data..., CAPS Composite System, FileZilla FTP Client, Umbraco Website Content..., Axys, Online Advertising, Filezilla, Management, Data Management, Web Content Management, Press Releases, Series 7
Education
Boston College 1997 — 2001
BS, Marketing
Lun Rao's OppenheimerFunds Experience June 2010 - Present
Job Research Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2010 - Present
DB April 2006 - April 2009
Skills
Equity Research, Bloomberg
Education
Boston University Questrom School of Business 2003 — 2006
MS, Finance
OppenheimerFunds June 2010 - Present
DB April 2006 - April 2009
Skills
Equity Research, Bloomberg
Education
Boston University Questrom School of Business 2003 — 2006
MS, Finance
Eric Meltzer's OppenheimerFunds Experience February 2015 - Present
Job Executive Vice President and Chief Technology Officer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
Skills
IT Strategy, Telecommunications, SDLC, Enterprise Architecture, Business Analysis, Vendor Management, Software Development, Trading Systems, Integration, Agile Methodologies, Program Management, Data Warehousing, Software Project..., IT Management, Financial Services
Education
Boston University
BS
The George Washington University
MS
OppenheimerFunds February 2015 - Present
Skills
IT Strategy, Telecommunications, SDLC, Enterprise Architecture, Business Analysis, Vendor Management, Software Development, Trading Systems, Integration, Agile Methodologies, Program Management, Data Warehousing, Software Project..., IT Management, Financial Services
Education
Boston University
BS
The George Washington University
MS
Hari Gopalakrishna's OppenheimerFunds Experience September 2014 - Present
Job Lead ECM Architect at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
OppenheimerFunds June 2008 - August 2014
KeyBank November 2006 - June 2008
Commerce Bank November 2005 - November 2006
Datamatics Global Services June 2004 - November 2005
Hewlett-Packard November 2001 - June 2004
Skills
FileNet, Enterprise Content..., Enterprise Architecture, Solution Architecture, Business Process Design, Weblogic, Business Process..., SOA, Document Management, SDLC, Oracle, Agile Methodologies, Integration, Java, Unix, Requirements Analysis, SharePoint, Data Migration, Architectural Design, Cloud Computing, Enterprise Software, Grails, Amazon Web Services..., Continuous Integration, Salesforce.com..., RESTful WebServices, OAuth, OCR, Drools, AngularJS, Hudson, SaaS, PaaS, API Development, Start-ups, Vendor Relationship..., Software Project..., Swagger, Node.js, MongoDB, angular
Education
Bharathidasan University 2000 — 2003
MCA, Master of Computer Applications
Loyola College 1997 — 2000
BSc, Bachelor of Science, Physics
OppenheimerFunds September 2014 - Present
OppenheimerFunds June 2008 - August 2014
KeyBank November 2006 - June 2008
Commerce Bank November 2005 - November 2006
Datamatics Global Services June 2004 - November 2005
Hewlett-Packard November 2001 - June 2004
Skills
FileNet, Enterprise Content..., Enterprise Architecture, Solution Architecture, Business Process Design, Weblogic, Business Process..., SOA, Document Management, SDLC, Oracle, Agile Methodologies, Integration, Java, Unix, Requirements Analysis, SharePoint, Data Migration, Architectural Design, Cloud Computing, Enterprise Software, Grails, Amazon Web Services..., Continuous Integration, Salesforce.com..., RESTful WebServices, OAuth, OCR, Drools, AngularJS, Hudson, SaaS, PaaS, API Development, Start-ups, Vendor Relationship..., Software Project..., Swagger, Node.js, MongoDB, angular
Education
Bharathidasan University 2000 — 2003
MCA, Master of Computer Applications
Loyola College 1997 — 2000
BSc, Bachelor of Science, Physics
Bob Caruso, CIMA®, CRPC®'s OppenheimerFunds Experience February 2007 - Present
Job VP at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2007 - Present
Evergreen Investments January 2004 - January 2007
Putnam Investments November 2000 - January 2004
Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Separately Managed..., Retirement Planning
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
St. John's Prep, Danvers, MA 1987 — 1991
College Prep
OppenheimerFunds February 2007 - Present
Evergreen Investments January 2004 - January 2007
Putnam Investments November 2000 - January 2004
Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Separately Managed..., Retirement Planning
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
St. John's Prep, Danvers, MA 1987 — 1991
College Prep
Jens Robatzek's OppenheimerFunds Experience June 2006 - August 2006
Job Manager at Deloitte Advisory LLP
Industry Financial Services
Experience
Deloitte Advisory - Valuation Services July 2015 - Present
Lake Dukan Rowing Club 2010 - Present
Deloitte Financial Advisory LLP March 2008 - June 2015
ZOF-Africa 2009 - 2013
Deloitte & Touche September 2007 - March 2008
OppenheimerFunds June 2006 - August 2006
German Air Force September 2002 - August 2003
Skills
Valuation, Portfolio Management, Finance, Strategy, Investments, Analysis, Investment Banking, Economics, Loans, Microsoft Excel, Leadership, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Bloomberg, Hedge Funds, Capital Markets, Mergers & Acquisitions, Risk Management, Fixed Income, Financial Services, Securities, Equities, Asset Management, Venture Capital, Alternative Investments, Emerging Markets, Business Valuation, Structured Finance
Education
Boston University - School of Management 2004 — 2007
BSBA, Business Administration with concentration in Finance, cum laude
Boston University 2003 — 2007
BA, Economics
Deloitte Advisory - Valuation Services July 2015 - Present
Lake Dukan Rowing Club 2010 - Present
Deloitte Financial Advisory LLP March 2008 - June 2015
ZOF-Africa 2009 - 2013
Deloitte & Touche September 2007 - March 2008
OppenheimerFunds June 2006 - August 2006
German Air Force September 2002 - August 2003
Skills
Valuation, Portfolio Management, Finance, Strategy, Investments, Analysis, Investment Banking, Economics, Loans, Microsoft Excel, Leadership, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Bloomberg, Hedge Funds, Capital Markets, Mergers & Acquisitions, Risk Management, Fixed Income, Financial Services, Securities, Equities, Asset Management, Venture Capital, Alternative Investments, Emerging Markets, Business Valuation, Structured Finance
Education
Boston University - School of Management 2004 — 2007
BSBA, Business Administration with concentration in Finance, cum laude
Boston University 2003 — 2007
BA, Economics
Erica Garcia Rualo's OppenheimerFunds Experience September 2004 - April 2013
Job Director of Digital Content and Commmunications at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
KPMG US June 2013 - March 2015
OppenheimerFunds September 2004 - April 2013
Time Inc. November 1999 - September 2004
New York Daily News July 1998 - October 1999
Self-employed 1995 - 1998
Teach For America 1993 - 1995
Skills
Editorial, Content Strategy, Editing, Content Syndication, Storytelling, Newsletters, Integrated Marketing, Writing, Content Management, Web Content, Content Development, Strategy, SEO, Journalism, Copywriting, Digital Marketing, Internal Communications, Digital Strategy, Online Marketing, Web Content Management, Marketing Communications, Copy Editing, Digital Media, Email Marketing, Strategic Communications, Publishing, Web Analytics
Education
New York University 1995 — 1997
MA, Journalism, Science & Environmental Reporting Program
State University of New York at Binghamton 1989 — 1993
Bachelor of Science (BS); Bachelor of Arts (BA), Biology, General; English Literature
Brooklyn Technical High School
Brooklyn Technical High School
PS 29 and IS 27
PS 29 and IS 27
TIAA-CREF March 2015 - Present
KPMG US June 2013 - March 2015
OppenheimerFunds September 2004 - April 2013
Time Inc. November 1999 - September 2004
New York Daily News July 1998 - October 1999
Self-employed 1995 - 1998
Teach For America 1993 - 1995
Skills
Editorial, Content Strategy, Editing, Content Syndication, Storytelling, Newsletters, Integrated Marketing, Writing, Content Management, Web Content, Content Development, Strategy, SEO, Journalism, Copywriting, Digital Marketing, Internal Communications, Digital Strategy, Online Marketing, Web Content Management, Marketing Communications, Copy Editing, Digital Media, Email Marketing, Strategic Communications, Publishing, Web Analytics
Education
New York University 1995 — 1997
MA, Journalism, Science & Environmental Reporting Program
State University of New York at Binghamton 1989 — 1993
Bachelor of Science (BS); Bachelor of Arts (BA), Biology, General; English Literature
Brooklyn Technical High School
Brooklyn Technical High School
PS 29 and IS 27
PS 29 and IS 27
Jana Honermann's OppenheimerFunds Experience November 2005 - Present
Job Workforce Analyst
Industry Financial Services
Experience
OppenheimerFunds November 2005 - Present
American Century Investments July 2000 - November 2005
Consumer Credit Counseling Service 1997 - 2000
Summit Bank January 1989 - September 1993
Skills
Loan Servicing, Operations Management, Compliance Management, Management, Team Building, Project Management, Team Leadership, Analysis, Coaching, Banking, Forecasting, Process Improvement, Training, Call Centers, Vendor Management, Program Management, Leadership, Business Analysis, Time Management, Change Management, Business Process..., Software Documentation, Performance Management, Customer Service, SharePoint, Leadership Development, Workforce Management, Project Planning, Human Resources, Recruiting, Financial Services, Business Intelligence, Relationship Management, Organizational..., Outlook, Microsoft Excel, Customer Satisfaction, Strategic Planning, Microsoft Word, Budgets, Microsoft Office, Hiring, Workforce Planning, Requirements Gathering, Mutual Funds, Client Services
Education
MidAmerica Nazarene University 2001 — 2001
MA, Counseling
California State University-East Bay 1990 — 1996
MA, Anthropology
California State University-East Bay 1993 — 1993
BA, Human Development
Modesto High School
OppenheimerFunds November 2005 - Present
American Century Investments July 2000 - November 2005
Consumer Credit Counseling Service 1997 - 2000
Summit Bank January 1989 - September 1993
Skills
Loan Servicing, Operations Management, Compliance Management, Management, Team Building, Project Management, Team Leadership, Analysis, Coaching, Banking, Forecasting, Process Improvement, Training, Call Centers, Vendor Management, Program Management, Leadership, Business Analysis, Time Management, Change Management, Business Process..., Software Documentation, Performance Management, Customer Service, SharePoint, Leadership Development, Workforce Management, Project Planning, Human Resources, Recruiting, Financial Services, Business Intelligence, Relationship Management, Organizational..., Outlook, Microsoft Excel, Customer Satisfaction, Strategic Planning, Microsoft Word, Budgets, Microsoft Office, Hiring, Workforce Planning, Requirements Gathering, Mutual Funds, Client Services
Education
MidAmerica Nazarene University 2001 — 2001
MA, Counseling
California State University-East Bay 1990 — 1996
MA, Anthropology
California State University-East Bay 1993 — 1993
BA, Human Development
Modesto High School
Courtney Weinshank's OppenheimerFunds Experience 2007 - 2007
Job Marketing Manager at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners April 2013 - Present
Franklin Square Capital Partners March 2012 - April 2013
Lincoln Financial Group April 2010 - March 2012
Lincoln Financial Group August 2008 - April 2010
OppenheimerFunds 2007 - 2007
Skills
Relationship Management, Series 63, Marketing, Series 7, Financial Services, Wealth Management, Investments, Mutual Funds, Marketing Communications, Fixed Annuities
Education
Boston College 2004 — 2008
BS, Finance, Marketing
University College Dublin 2006 — 2006
Business
Franklin Square Capital Partners April 2013 - Present
Franklin Square Capital Partners March 2012 - April 2013
Lincoln Financial Group April 2010 - March 2012
Lincoln Financial Group August 2008 - April 2010
OppenheimerFunds 2007 - 2007
Skills
Relationship Management, Series 63, Marketing, Series 7, Financial Services, Wealth Management, Investments, Mutual Funds, Marketing Communications, Fixed Annuities
Education
Boston College 2004 — 2008
BS, Finance, Marketing
University College Dublin 2006 — 2006
Business
Dan Gagliardo's OppenheimerFunds Experience December 2000 - December 2006
Job Managing Director at Highbridge Principal Strategies, LLC
Industry Investment Management
Experience
Highbridge Principal Strategies, LLC August 2010 - Present
Stanfield Capital Partners January 2007 - August 2010
OppenheimerFunds December 2000 - December 2006
Skills
High Yield, Asset Management, Investments, Leveraged Finance, Bonds, Credit Analysis, CLO, Mutual Funds, Hedge Funds, Fixed Income, Private Equity, Equities, Bloomberg
Education
The University of Chicago Booth School of Business 1994 — 1996
M.B.A.
Brown University 1987 — 1991
A.B., Business Economics
Highbridge Principal Strategies, LLC August 2010 - Present
Stanfield Capital Partners January 2007 - August 2010
OppenheimerFunds December 2000 - December 2006
Skills
High Yield, Asset Management, Investments, Leveraged Finance, Bonds, Credit Analysis, CLO, Mutual Funds, Hedge Funds, Fixed Income, Private Equity, Equities, Bloomberg
Education
The University of Chicago Booth School of Business 1994 — 1996
M.B.A.
Brown University 1987 — 1991
A.B., Business Economics
Malene Duncan's OppenheimerFunds Experience August 2013 - Present
Job Assistant Counsel at OppenheimerFunds
Industry Law Practice
Experience
OppenheimerFunds August 2013 - Present
Citi July 2011 - August 2013
WilmerHale November 2007 - May 2011
Mayer Brown September 2004 - November 2007
Education
Brown University
University of Pennsylvania
OppenheimerFunds August 2013 - Present
Citi July 2011 - August 2013
WilmerHale November 2007 - May 2011
Mayer Brown September 2004 - November 2007
Education
Brown University
University of Pennsylvania
Vince Sullivan's OppenheimerFunds Experience Regional Sales ManagerJanus Capital Group2005 - 2006
Job Regional Sales Representative at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds Regional Sales ManagerJanus Capital Group2005 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
MBA, Finance
OppenheimerFunds Regional Sales ManagerJanus Capital Group2005 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
MBA, Finance
Adrienne Ruffle's OppenheimerFunds Experience February 2005 - Present
Job Vice President and Associate Counsel at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds February 2005 - Present
Sidley Austin September 2002 - February 2005
Skills
Mutual Funds, Securities, Investments, FINRA, Securities Regulation, Asset Management, Financial Services, Alternative Investments, Due Diligence, Corporate Governance, Corporate Law
Education
Brooklyn Law School 1999 — 2002
JD
Colgate University 1995 — 1999
BA, Economics/Sociology
OppenheimerFunds February 2005 - Present
Sidley Austin September 2002 - February 2005
Skills
Mutual Funds, Securities, Investments, FINRA, Securities Regulation, Asset Management, Financial Services, Alternative Investments, Due Diligence, Corporate Governance, Corporate Law
Education
Brooklyn Law School 1999 — 2002
JD
Colgate University 1995 — 1999
BA, Economics/Sociology
Valerie Sanders's OppenheimerFunds Experience 2005 - Present
Job SVP Finance Planning and Analysis
Industry Financial Services
Experience
OFI Global January 2015 - Present
OppenheimerFunds 2005 - Present
OppenheimerFunds 2004 - 2005
Skills
Asset Managment, Financial Analysis, Financial Reporting, Planning Budgeting &..., Corporate Finance, Reporting & Analysis, Competitive Analysis, Data Analysis, Business Intelligence, Strategic Planning, Asset Management, Management, Business Process..., Finance
Education
Pace University - Lubin School of Business 1986 — 1990
MBA, Finance
State University of New York at Binghamton 1979 — 1983
BA, Economics
OFI Global January 2015 - Present
OppenheimerFunds 2005 - Present
OppenheimerFunds 2004 - 2005
Skills
Asset Managment, Financial Analysis, Financial Reporting, Planning Budgeting &..., Corporate Finance, Reporting & Analysis, Competitive Analysis, Data Analysis, Business Intelligence, Strategic Planning, Asset Management, Management, Business Process..., Finance
Education
Pace University - Lubin School of Business 1986 — 1990
MBA, Finance
State University of New York at Binghamton 1979 — 1983
BA, Economics
Christopher M. Mashia, CFA's OppenheimerFunds Experience March 2015 - Present
Job Senior Equity Research Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2015 - Present
Calamos Investments July 2013 - March 2015
Artio Global Investors August 2008 - June 2013
JP Morgan 2001 - 2008
Skills
Fixed Income, Investment Management, Equities, Mutual Funds, Series 63, Portfolio Management, Securities, Bloomberg, Investments, Asset Managment, Capital Markets, Equity Research, Hedge Funds, Series 7, Derivatives, Financial Modeling, Valuation, Asset Allocation, Equity Valuation, Investment Strategies
Education
Boston College - Carroll School of Management 1997 — 2001
Business Administration, Finance
OppenheimerFunds March 2015 - Present
Calamos Investments July 2013 - March 2015
Artio Global Investors August 2008 - June 2013
JP Morgan 2001 - 2008
Skills
Fixed Income, Investment Management, Equities, Mutual Funds, Series 63, Portfolio Management, Securities, Bloomberg, Investments, Asset Managment, Capital Markets, Equity Research, Hedge Funds, Series 7, Derivatives, Financial Modeling, Valuation, Asset Allocation, Equity Valuation, Investment Strategies
Education
Boston College - Carroll School of Management 1997 — 2001
Business Administration, Finance
Adam Chayes's OppenheimerFunds Experience July 2005 - April 2008
Job Staff Attorney at Department of Fair Employment & Housing
Industry Law Practice
Experience
Department of Fair Employment & Housing August 2014 - Present
Foley Bezek Behle & Curtis May 2013 - August 2013
Sandomire & Schwartz December 2009 - May 2011
Northwestern Mutual October 2008 - March 2010
OppenheimerFunds July 2005 - April 2008
Skills
Legal Research, Social Media, Legal Work, Legal Writing, Financial Transactions, Appellate Practice, Westlaw, Lexis, Research Projects, Office Apps, Office Management, Corporate Law, Civil Litigation, Courts, Appeals, Criminal Law, Mediation, Intellectual Property, Editing, Litigation, Research, LexisNexis
Education
University of California, Irvine School of Law 2011 — 2014
Doctor of Law (J.D.), Law, magna cum laude
Boston University 1999 — 2003
BSBA, Marketing
Boston University Questrom School of Business 1999 — 2003
BSBA, Marketing
Department of Fair Employment & Housing August 2014 - Present
Foley Bezek Behle & Curtis May 2013 - August 2013
Sandomire & Schwartz December 2009 - May 2011
Northwestern Mutual October 2008 - March 2010
OppenheimerFunds July 2005 - April 2008
Skills
Legal Research, Social Media, Legal Work, Legal Writing, Financial Transactions, Appellate Practice, Westlaw, Lexis, Research Projects, Office Apps, Office Management, Corporate Law, Civil Litigation, Courts, Appeals, Criminal Law, Mediation, Intellectual Property, Editing, Litigation, Research, LexisNexis
Education
University of California, Irvine School of Law 2011 — 2014
Doctor of Law (J.D.), Law, magna cum laude
Boston University 1999 — 2003
BSBA, Marketing
Boston University Questrom School of Business 1999 — 2003
BSBA, Marketing
Christina Raulli-Hathaway's OppenheimerFunds Experience October 1990 - August 1995
Job Education Consultant / Learning Specialist (Former International Trader)
Industry Education Management
Experience
Sea Girt Elementary School March 2013 - June 2014
U.S. Trust October 1996 - April 2003
Federated Investors August 1995 - October 1996
OppenheimerFunds October 1990 - August 1995
Shephards Brokerage Firm September 1989 - December 1989
Skills
Customer Service, Strategic Planning, Event Planning, Public Speaking, Microsoft Office, Curriculum Development, Teaching, Equity Trading, Marketing, Investments, Nonprofits, Event Management, Marketing Strategy, Public Relations, Sales
Education
Monmouth University 2006 — 2008
Master of Arts in Teaching, 3.90
Boston University 1995 — 1995
London School
Sea Girt Elementary School March 2013 - June 2014
U.S. Trust October 1996 - April 2003
Federated Investors August 1995 - October 1996
OppenheimerFunds October 1990 - August 1995
Shephards Brokerage Firm September 1989 - December 1989
Skills
Customer Service, Strategic Planning, Event Planning, Public Speaking, Microsoft Office, Curriculum Development, Teaching, Equity Trading, Marketing, Investments, Nonprofits, Event Management, Marketing Strategy, Public Relations, Sales
Education
Monmouth University 2006 — 2008
Master of Arts in Teaching, 3.90
Boston University 1995 — 1995
London School
Bill McNamara, CIMA®'s OppenheimerFunds Experience January 2012 - Present
Job VP Sr Strategic Accounts Analyst
Industry Investment Management
Experience
OppenheimerFunds January 2012 - Present
OppenheimerFunds May 2010 - December 2011
OppenheimerFunds March 2009 - May 2010
OFI Private Investments/Oppenheimerfunds July 2006 - December 2008
OFI Private Investments/OppenheimerFunds July 2004 - June 2006
Skills
Investments, Customer Relations, Product Development, Separately Managed..., Series 7, Due Diligence, Business Development
Education
Boston University 2007 — 2010
Masters, Banking & Financial Services Mgmt
Villanova University 1996 — 2000
BS, Finance
OppenheimerFunds January 2012 - Present
OppenheimerFunds May 2010 - December 2011
OppenheimerFunds March 2009 - May 2010
OFI Private Investments/Oppenheimerfunds July 2006 - December 2008
OFI Private Investments/OppenheimerFunds July 2004 - June 2006
Skills
Investments, Customer Relations, Product Development, Separately Managed..., Series 7, Due Diligence, Business Development
Education
Boston University 2007 — 2010
Masters, Banking & Financial Services Mgmt
Villanova University 1996 — 2000
BS, Finance
Sean Reardon's OppenheimerFunds Experience July 1999 - March 2000
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2005 - November 2012
Allegiant Asset Management July 2004 - August 2005
Allegiant Asset Management July 2003 - July 2004
Invesco Funds Group March 2000 - July 2003
OppenheimerFunds July 1999 - March 2000
OppenheimerFunds April 1998 - July 1999
GT Global, Inc February 1997 - April 1998
GT Global, Inc 1995 - 1997
GT Global, Inc 1994 - 1995
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Asset Allocation, Investments, Uniform Combined State..., Series 6, Asset Managment, ETFs, Wealth Management, Investment Advisory, Investment Strategies, 401k, Securities, Equities, Series 66
Education
Bryant University 1990 — 1994
BS, Business Admin.
The Chinese University of Hong Kong 1991 — 1992
IASP
Mamaroneck
Pioneer Investments August 2005 - November 2012
Allegiant Asset Management July 2004 - August 2005
Allegiant Asset Management July 2003 - July 2004
Invesco Funds Group March 2000 - July 2003
OppenheimerFunds July 1999 - March 2000
OppenheimerFunds April 1998 - July 1999
GT Global, Inc February 1997 - April 1998
GT Global, Inc 1995 - 1997
GT Global, Inc 1994 - 1995
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Asset Allocation, Investments, Uniform Combined State..., Series 6, Asset Managment, ETFs, Wealth Management, Investment Advisory, Investment Strategies, 401k, Securities, Equities, Series 66
Education
Bryant University 1990 — 1994
BS, Business Admin.
The Chinese University of Hong Kong 1991 — 1992
IASP
Mamaroneck
Tracy Besler's OppenheimerFunds Experience December 1992 - February 1994
Job Personal Banker III
Industry Banking
Experience
Home Federal Bank July 2001 - Present
Century 21 Southern Idaho Realty April 1999 - March 2001
Dean Witter July 1995 - February 1998
OppenheimerFunds December 1992 - February 1994
Education
Boise State University 1985 — 1987
Business Admin, Business
Home Federal Bank July 2001 - Present
Century 21 Southern Idaho Realty April 1999 - March 2001
Dean Witter July 1995 - February 1998
OppenheimerFunds December 1992 - February 1994
Education
Boise State University 1985 — 1987
Business Admin, Business
Cara Sawyer's OppenheimerFunds Experience February 2001 - Present
Job Associate Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2001 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Marketing
OppenheimerFunds February 2001 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Marketing
Dalton Howard's OppenheimerFunds Experience May 2015 - Present
Job Processing Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2015 - Present
OppenheimerFunds via Ultimate Staffing November 2014 - Present
JJGames.com February 2013 - October 2014
JJGames.com April 2010 - November 2012
Souper Salad October 2009 - April 2010
Cambria Suites Denver Airport, CO June 2009 - October 2009
Berry College January 2008 - May 2009
Jason's Deli May 2008 - July 2008
Skills
Economics, Social Media, Microsoft Excel, Event Management, Research, PowerPoint, Event Planning, Data Analysis, Microsoft Office, Public Speaking, Team Leadership, Facebook, Public Relations, Leadership Development, Social Media Marketing, Inventory Management, Customer Service, Management, Leadership, Microsoft Word, Teamwork, Customer Satisfaction, Training, Analysis, Operations Management, Supervisory Skills, Recruiting, Process Improvement, Creative Writing, Data Entry, Team Building, Budgets, Time Management, Community Outreach, Blogging, Change Management, Employee Training, Business Planning, Staff Development, Access, Restaurant Management, Strategic Planning
Education
Berry College 2005 — 2009
BS, Economics
Berry College - Campbell School of Business 2005 — 2009
Bachelor of Science (BS), Economics
OppenheimerFunds May 2015 - Present
OppenheimerFunds via Ultimate Staffing November 2014 - Present
JJGames.com February 2013 - October 2014
JJGames.com April 2010 - November 2012
Souper Salad October 2009 - April 2010
Cambria Suites Denver Airport, CO June 2009 - October 2009
Berry College January 2008 - May 2009
Jason's Deli May 2008 - July 2008
Skills
Economics, Social Media, Microsoft Excel, Event Management, Research, PowerPoint, Event Planning, Data Analysis, Microsoft Office, Public Speaking, Team Leadership, Facebook, Public Relations, Leadership Development, Social Media Marketing, Inventory Management, Customer Service, Management, Leadership, Microsoft Word, Teamwork, Customer Satisfaction, Training, Analysis, Operations Management, Supervisory Skills, Recruiting, Process Improvement, Creative Writing, Data Entry, Team Building, Budgets, Time Management, Community Outreach, Blogging, Change Management, Employee Training, Business Planning, Staff Development, Access, Restaurant Management, Strategic Planning
Education
Berry College 2005 — 2009
BS, Economics
Berry College - Campbell School of Business 2005 — 2009
Bachelor of Science (BS), Economics
Patty Napoli Avelino's OppenheimerFunds Experience 1996 - 2003
Job Director of Sales and Marketing TRUST Foods
Industry Food & Beverages
Experience
TRUST Foods 2014 - Present
Heal - Healthy Eating and Attitudes for Life 2013 - 2014
OppenheimerFunds 1996 - 2003
New York Magazine 1995 - 1996
Skills
Strategic Planning, Marketing, Marketing Strategy, Advertising, Sales, Social Media, Fundraising, Management, Event Planning, Nutrition, Customer Service, Healing
Education
Boston College 1991 — 1995
BA, Psychology and Minor in Education
TRUST Foods 2014 - Present
Heal - Healthy Eating and Attitudes for Life 2013 - 2014
OppenheimerFunds 1996 - 2003
New York Magazine 1995 - 1996
Skills
Strategic Planning, Marketing, Marketing Strategy, Advertising, Sales, Social Media, Fundraising, Management, Event Planning, Nutrition, Customer Service, Healing
Education
Boston College 1991 — 1995
BA, Psychology and Minor in Education
Celene Klimas, CFA's OppenheimerFunds Experience August 2003 - March 2009
Job Portfolio Communications Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2010 - Present
OppenheimerFunds August 2003 - March 2009
Standard & Poor's October 2002 - August 2003
Putnam Investments November 2000 - October 2002
Skills
Fixed Income
Education
Bryant University 1991 — 1995
BS, Accounting
Wellington Management August 2010 - Present
OppenheimerFunds August 2003 - March 2009
Standard & Poor's October 2002 - August 2003
Putnam Investments November 2000 - October 2002
Skills
Fixed Income
Education
Bryant University 1991 — 1995
BS, Accounting
Paul Langlois's OppenheimerFunds Experience October 2014 - Present
Job Tax Manager at OppenheimerFunds, Inc.
Industry Accounting
Experience
OppenheimerFunds October 2014 - Present
Great-West Financial April 2011 - October 2014
Western Union April 2009 - April 2011
PricewaterhouseCoopers June 2007 - April 2009
Brigham Young University 2003 - 2007
The Grand America Hotel 2002 - 2003
Skills
Tax, Financial Analysis, Accounting, Sarbanes-Oxley Act, Corporate Tax, Income Tax, Tax Preparation, Financial Reporting, GAAP, Tax Accounting, Tax Research, Budgets, Microsoft Excel, Auditing, CPA, Financial Accounting, International Tax, Business Planning
Education
Brigham Young University 2005 — 2007
MAcc, Taxation
Brigham Young University 2002 — 2005
B.S., accounting
Brigham Young University - Idaho 1998 — 2002
A.A., General Studies: Engineering & Tech
OppenheimerFunds October 2014 - Present
Great-West Financial April 2011 - October 2014
Western Union April 2009 - April 2011
PricewaterhouseCoopers June 2007 - April 2009
Brigham Young University 2003 - 2007
The Grand America Hotel 2002 - 2003
Skills
Tax, Financial Analysis, Accounting, Sarbanes-Oxley Act, Corporate Tax, Income Tax, Tax Preparation, Financial Reporting, GAAP, Tax Accounting, Tax Research, Budgets, Microsoft Excel, Auditing, CPA, Financial Accounting, International Tax, Business Planning
Education
Brigham Young University 2005 — 2007
MAcc, Taxation
Brigham Young University 2002 — 2005
B.S., accounting
Brigham Young University - Idaho 1998 — 2002
A.A., General Studies: Engineering & Tech
Cary Wozniak's OppenheimerFunds Experience June 2000 - Present
Job Vice President, OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2000 - Present
Diversified Investment Advisors June 1997 - June 2000
Prudential Retirement Services May 1986 - May 1997
Skills
401k, Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Retirement, Series 63, Separately Managed..., Retirement Plan..., Pensions, Defined Contribution, FINRA, Series 65, Defined Benefit, Series 6, ERISA, Financial Advisory
Education
California State University-Northridge
BA, Political Science
OppenheimerFunds June 2000 - Present
Diversified Investment Advisors June 1997 - June 2000
Prudential Retirement Services May 1986 - May 1997
Skills
401k, Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Retirement, Series 63, Separately Managed..., Retirement Plan..., Pensions, Defined Contribution, FINRA, Series 65, Defined Benefit, Series 6, ERISA, Financial Advisory
Education
California State University-Northridge
BA, Political Science
Robert Bujarski's OppenheimerFunds Experience September 2010 - Present
Job Service Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2010 - Present
Jackson National Life July 2002 - December 2009
Jackson National Life August 1998 - July 2002
Northrop 1992 - 1993
H & R Block January 1992 - April 1992
McDonnell Douglas 1987 - 1989
St. Mary Medical Center 1983 - 1985
Skills
Mutual Funds, Data Analysis, Analysis, Accounting, Finance, Outlook, Financial Analysis, Leadership, Customer Service, Management, Auditing, Series 6, Training, Financial Services, Insurance, Program Management, Strategy
Education
Talbot Seminary 1995 — 1998
MA, Biblical & Theological Studies
California State University-Long Beach 1983 — 1987
BS, Business Administration- Finance
Millikan High School 1980 — 1983
Diploma
OppenheimerFunds September 2010 - Present
Jackson National Life July 2002 - December 2009
Jackson National Life August 1998 - July 2002
Northrop 1992 - 1993
H & R Block January 1992 - April 1992
McDonnell Douglas 1987 - 1989
St. Mary Medical Center 1983 - 1985
Skills
Mutual Funds, Data Analysis, Analysis, Accounting, Finance, Outlook, Financial Analysis, Leadership, Customer Service, Management, Auditing, Series 6, Training, Financial Services, Insurance, Program Management, Strategy
Education
Talbot Seminary 1995 — 1998
MA, Biblical & Theological Studies
California State University-Long Beach 1983 — 1987
BS, Business Administration- Finance
Millikan High School 1980 — 1983
Diploma
Cory Warsaw's OppenheimerFunds Experience June 2015 - Present
Job 529 Plan Client Marketing Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
Eagle Strategies, LLC June 2014 - June 2015
New York Life Insurance Company October 2012 - June 2014
New York Life Insurance Company/MainStay Investments June 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
New York Life Insurance Company July 2009 - December 2009
New York Life Insurance Company June 2008 - July 2009
Skills
Series 7, Strategy, Management, Marketing, Fixed Annuities, Training, Analysis, Competitive Analysis, Retirement, Mutual Funds, Investments, Retirement Planning, Series 63, Sales, Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Binghamton University - School of Management 2004 — 2008
BS Management, Finance and Marketing
North Rockland HS
OppenheimerFunds June 2015 - Present
Eagle Strategies, LLC June 2014 - June 2015
New York Life Insurance Company October 2012 - June 2014
New York Life Insurance Company/MainStay Investments June 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
New York Life Insurance Company July 2009 - December 2009
New York Life Insurance Company June 2008 - July 2009
Skills
Series 7, Strategy, Management, Marketing, Fixed Annuities, Training, Analysis, Competitive Analysis, Retirement, Mutual Funds, Investments, Retirement Planning, Series 63, Sales, Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Binghamton University - School of Management 2004 — 2008
BS Management, Finance and Marketing
North Rockland HS
John V Murphy's OppenheimerFunds Experience 2001 - 2009
Job Retired
Industry Financial Services
Experience
Retired January 2013 - Present
Korn/Ferry International 2010 - 2012
OppenheimerFunds 2001 - 2009
MassMutual Financial Group 1997 - 2001
Babson Capital Management 1993 - 1997
Liberty Financial Services 1977 - 1993
Arthur Andersen & Co 1972 - 1977
Skills
Mergers & Acquisitions, Alternative Investments, Fixed Annuities, Defined Benefit, Financial Services, Mutual Funds, Equities, Retirement, Investments, Asset Managment, Fixed Income, Talent Management, Management Consulting, Investment Management, Hedge Funds, Due Diligence, 401k, Asset Management, Securities, Series 7
Education
Boston College 1967 — 1971
Bachelor of Science (BS)
Retired January 2013 - Present
Korn/Ferry International 2010 - 2012
OppenheimerFunds 2001 - 2009
MassMutual Financial Group 1997 - 2001
Babson Capital Management 1993 - 1997
Liberty Financial Services 1977 - 1993
Arthur Andersen & Co 1972 - 1977
Skills
Mergers & Acquisitions, Alternative Investments, Fixed Annuities, Defined Benefit, Financial Services, Mutual Funds, Equities, Retirement, Investments, Asset Managment, Fixed Income, Talent Management, Management Consulting, Investment Management, Hedge Funds, Due Diligence, 401k, Asset Management, Securities, Series 7
Education
Boston College 1967 — 1971
Bachelor of Science (BS)
Colin McGovern's OppenheimerFunds Experience August 2014 - February 2015
Job IT Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture February 2015 - Present
United States Soccer Federation January 2002 - Present
OppenheimerFunds August 2014 - February 2015
GE Capital July 2012 - August 2014
GE Capital June 2011 - August 2011
Loews Corporation June 2010 - August 2010
Geller and Company June 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Visio, HTML, PowerPoint, SQL, Process Improvement, Project Management, Leadership, Business Analysis, Social Media, Java, Analysis, Business Intelligence
Education
Binghamton University 2010 — 2011
M.S, Systems Science
Binghamton University - School of Management 2007 — 2010
B.S, Management; MIS
Accenture February 2015 - Present
United States Soccer Federation January 2002 - Present
OppenheimerFunds August 2014 - February 2015
GE Capital July 2012 - August 2014
GE Capital June 2011 - August 2011
Loews Corporation June 2010 - August 2010
Geller and Company June 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Visio, HTML, PowerPoint, SQL, Process Improvement, Project Management, Leadership, Business Analysis, Social Media, Java, Analysis, Business Intelligence
Education
Binghamton University 2010 — 2011
M.S, Systems Science
Binghamton University - School of Management 2007 — 2010
B.S, Management; MIS
Brian F. Medina's OppenheimerFunds Experience April 2006 - Present
Job V.P., Senior Advisor Consultant
Industry Financial Services
Experience
OppenheimerFunds April 2006 - Present
OppenheimerFunds October 2004 - March 2006
OppenheimerFunds April 2003 - September 2004
Education
Bryant University 1991 — 1994
OppenheimerFunds April 2006 - Present
OppenheimerFunds October 2004 - March 2006
OppenheimerFunds April 2003 - September 2004
Education
Bryant University 1991 — 1994
Eric Flamm's OppenheimerFunds Experience January 2015 - Present
Job Service Associate at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds January 2015 - Present
LDS Philanthropies 2009 - 2012
Education
Brigham Young University - Idaho 2008 — 2013
Bachelor's Degree, Business Management, Emphasis in Finance
OppenheimerFunds January 2015 - Present
LDS Philanthropies 2009 - 2012
Education
Brigham Young University - Idaho 2008 — 2013
Bachelor's Degree, Business Management, Emphasis in Finance
Andrew M. Bajt's OppenheimerFunds Experience May 2013 - Present
Job OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds May 2013 - Present
OppenheimerFunds March 2013 - April 2013
OppenheimerFunds 2012 - February 2013
Davis Capital Management 2011 - 2012
JPMorgan Chase 2008 - 2011
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Equity Valuation, Fixed Income Research, Portfolio Management, Asset Management, Inside Sales, Treasury Management, Equity Research, Series 7, Series 63
Education
Bentley University
Bachelor of Science (B.S.)
Lake Forest Academy
OppenheimerFunds May 2013 - Present
OppenheimerFunds March 2013 - April 2013
OppenheimerFunds 2012 - February 2013
Davis Capital Management 2011 - 2012
JPMorgan Chase 2008 - 2011
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Equity Valuation, Fixed Income Research, Portfolio Management, Asset Management, Inside Sales, Treasury Management, Equity Research, Series 7, Series 63
Education
Bentley University
Bachelor of Science (B.S.)
Lake Forest Academy
Amy Beiming Ye's OppenheimerFunds Experience June 2014 - August 2014
Job Human Capital Research Analyst/Project Coordinator
Industry Human Resources
Experience
The Conference Board July 2015 - Present
Columbia University Center for Career Education January 2015 - May 2015
Visiting Nurse Service of New York September 2014 - December 2014
OppenheimerFunds June 2014 - August 2014
NYU Langone Medical Center January 2014 - May 2014
Cubist Pharmaceuticals June 2013 - August 2013
Boston College September 2012 - May 2013
Boston College September 2011 - May 2013
Family Equality Council July 2012 - August 2012
Boston College September 2011 - January 2012
Skills
Research, Microsoft Word, PowerPoint, Leadership, Microsoft Excel, Human Resources, Organizational..., PeopleSoft, Data Analysis, Outlook, SharePoint, CRM, Talent Management, Management, OneNote, PsycINFO, Survey Design, SPSS, Qualtrics
Education
Teachers College of Columbia University 2013 — 2015
Master of Arts (M.A.), Social-Organizational Psychology
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Human Development and Economics
The Conference Board July 2015 - Present
Columbia University Center for Career Education January 2015 - May 2015
Visiting Nurse Service of New York September 2014 - December 2014
OppenheimerFunds June 2014 - August 2014
NYU Langone Medical Center January 2014 - May 2014
Cubist Pharmaceuticals June 2013 - August 2013
Boston College September 2012 - May 2013
Boston College September 2011 - May 2013
Family Equality Council July 2012 - August 2012
Boston College September 2011 - January 2012
Skills
Research, Microsoft Word, PowerPoint, Leadership, Microsoft Excel, Human Resources, Organizational..., PeopleSoft, Data Analysis, Outlook, SharePoint, CRM, Talent Management, Management, OneNote, PsycINFO, Survey Design, SPSS, Qualtrics
Education
Teachers College of Columbia University 2013 — 2015
Master of Arts (M.A.), Social-Organizational Psychology
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Human Development and Economics
Tina Mihaly's OppenheimerFunds Experience October 2012 - November 2014
Job Business Systems Analyst at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems May 2015 - Present
Various Educational & Technology Organizations October 1984 - Present
Rose International November 2014 - March 2015
OppenheimerFunds October 2012 - November 2014
ECCO Select July 2012 - October 2012
Pitney Bowes, Inc. January 2012 - June 2012
Vistronix, Inc. September 2007 - January 2012
Synergetics Incorporated August 2004 - September 2007
SAIC April 2003 - August 2004
Computer Systems Technology, Inc. (acquired by SAIC) October 2002 - April 2003
Skills
Technical Writing, Business Analysis, Proposal Writing, Software Development, Knowledge Management, Content Development, Information Technology, Analysis, Enterprise Content..., Software Quality..., Taxonomy, Training, Project Planning, Software Documentation, Knowledge Transfer, Metadata, Standards Development, Online Publishing, Testing, Quality Assurance, Scientific Computing, Agile Methodologies, Requirements Analysis, SharePoint, Visio, SDLC, Databases, Enterprise Architecture
Education
University of Southern California 1986 — 1988
M.S., Ergonomics, 3.84
Bowling Green State University 1983 — 1986
Bachelor of Science (B.S.), Scientific and Technical Communication, 3.73
TEKsystems May 2015 - Present
Various Educational & Technology Organizations October 1984 - Present
Rose International November 2014 - March 2015
OppenheimerFunds October 2012 - November 2014
ECCO Select July 2012 - October 2012
Pitney Bowes, Inc. January 2012 - June 2012
Vistronix, Inc. September 2007 - January 2012
Synergetics Incorporated August 2004 - September 2007
SAIC April 2003 - August 2004
Computer Systems Technology, Inc. (acquired by SAIC) October 2002 - April 2003
Skills
Technical Writing, Business Analysis, Proposal Writing, Software Development, Knowledge Management, Content Development, Information Technology, Analysis, Enterprise Content..., Software Quality..., Taxonomy, Training, Project Planning, Software Documentation, Knowledge Transfer, Metadata, Standards Development, Online Publishing, Testing, Quality Assurance, Scientific Computing, Agile Methodologies, Requirements Analysis, SharePoint, Visio, SDLC, Databases, Enterprise Architecture
Education
University of Southern California 1986 — 1988
M.S., Ergonomics, 3.84
Bowling Green State University 1983 — 1986
Bachelor of Science (B.S.), Scientific and Technical Communication, 3.73
Ashwin Krishna's OppenheimerFunds Experience August 2014 - Present
Job Investment Data Management Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2014 - Present
RIMES Technologies September 2013 - August 2014
Bloomberg LP June 2013 - September 2013
Charles River Development May 2012 - August 2012
Delaware Valley Underwriting Agency June 2009 - August 2009
Skills
Fixed Income, Portfolio Management, Finance, Data Analysis, Equities, Options, FX Options, Bloomberg, Microsoft Excel
Education
Boston University Graduate School of Management 2011 — 2013
Master of Science (M.S.), Financial Engineering
Rensselaer Polytechnic Institute (RPI) 2007 — 2011
Bachelor of Science (B.S.), Mathematics, Economics (Specialization Operations Research)
OppenheimerFunds August 2014 - Present
RIMES Technologies September 2013 - August 2014
Bloomberg LP June 2013 - September 2013
Charles River Development May 2012 - August 2012
Delaware Valley Underwriting Agency June 2009 - August 2009
Skills
Fixed Income, Portfolio Management, Finance, Data Analysis, Equities, Options, FX Options, Bloomberg, Microsoft Excel
Education
Boston University Graduate School of Management 2011 — 2013
Master of Science (M.S.), Financial Engineering
Rensselaer Polytechnic Institute (RPI) 2007 — 2011
Bachelor of Science (B.S.), Mathematics, Economics (Specialization Operations Research)
April Baclawski, CPA's OppenheimerFunds Experience April 1996 - April 1997
Job Student at Red Rocks Community College
Industry Hospital & Health Care
Experience
Red Rocks Community College August 2014 - Present
Ball September 2011 - April 2013
Jefferson Wells December 2010 - September 2011
Great-West Life and Annuity Insurance Company September 2009 - April 2010
ALPS Fund Services, Inc. April 2008 - November 2008
Great-West Life and Annuity Insurance Company January 2007 - April 2008
Great-West Healthcare April 2000 - January 2007
Citco Fund Services October 1997 - March 2000
OppenheimerFunds April 1996 - April 1997
OppenheimerFunds April 1993 - April 1996
Skills
Accounting, Internal Audit
Education
Boston University - School of Education 1991 — 1992
MA, Mathematics Education
Boston University - School of Management 1986 — 1990
BSBA, Business Administration, Accounting
Red Rocks Community College August 2014 - Present
Ball September 2011 - April 2013
Jefferson Wells December 2010 - September 2011
Great-West Life and Annuity Insurance Company September 2009 - April 2010
ALPS Fund Services, Inc. April 2008 - November 2008
Great-West Life and Annuity Insurance Company January 2007 - April 2008
Great-West Healthcare April 2000 - January 2007
Citco Fund Services October 1997 - March 2000
OppenheimerFunds April 1996 - April 1997
OppenheimerFunds April 1993 - April 1996
Skills
Accounting, Internal Audit
Education
Boston University - School of Education 1991 — 1992
MA, Mathematics Education
Boston University - School of Management 1986 — 1990
BSBA, Business Administration, Accounting
Diane Ma, CFA's OppenheimerFunds Experience October 2003 - February 2013
Job Risk Management at Western Asset Management
Industry Financial Services
Experience
Western Asset Management July 2013 - Present
OppenheimerFunds October 2003 - February 2013
Standish Mellon Asset Management July 1995 - September 2003
Skills
Bloomberg, Fixed Income, Equities, Financial Modeling, Chartered Financial..., Derivatives, Alternative Investments, Fixed Income Analysis, Quantitative Finance, Capital Markets, Yield Book, POINT, Perform, VBA, SQL, Matlab, Investments
Education
Boston College - Carroll School of Management
Master of Science (M.S.), Finance
Nankai University
B.A., International Economics
Rutgers University
M.A., A.B.D, Economics
Western Asset Management July 2013 - Present
OppenheimerFunds October 2003 - February 2013
Standish Mellon Asset Management July 1995 - September 2003
Skills
Bloomberg, Fixed Income, Equities, Financial Modeling, Chartered Financial..., Derivatives, Alternative Investments, Fixed Income Analysis, Quantitative Finance, Capital Markets, Yield Book, POINT, Perform, VBA, SQL, Matlab, Investments
Education
Boston College - Carroll School of Management
Master of Science (M.S.), Finance
Nankai University
B.A., International Economics
Rutgers University
M.A., A.B.D, Economics
Dan Palusak's OppenheimerFunds Experience January 2005 - December 2011
Job Technology Support at Blenheim Capital Management
Industry Financial Services
Experience
Blenheim Capital Management, LLC January 2012 - Present
OppenheimerFunds January 2005 - December 2011
Bank of New York Mellon January 2002 - January 2005
Net2Phone January 2001 - January 2002
Net2Phone January 2000 - January 2001
Skills
Windows, Microsoft SQL Server, Disaster Recovery, Bloomberg, Trading Systems, Active Directory, BMC Remedy, Blackberry Enterprise..., Business Analysis, VPN, VMware, System Deployment, DNS, Blackberry, Asset Managment, Risk Management, Trading, Technical Support, Equities, Help Desk Support, Investment Management, Fixed Income, Asset Management
Education
Borough of Manhattan Community College 2009 — 2015
Bachelors of Science, Computer Science
The Chubb Institute 1999 — 2000
Degree in Networking
Blenheim Capital Management, LLC January 2012 - Present
OppenheimerFunds January 2005 - December 2011
Bank of New York Mellon January 2002 - January 2005
Net2Phone January 2001 - January 2002
Net2Phone January 2000 - January 2001
Skills
Windows, Microsoft SQL Server, Disaster Recovery, Bloomberg, Trading Systems, Active Directory, BMC Remedy, Blackberry Enterprise..., Business Analysis, VPN, VMware, System Deployment, DNS, Blackberry, Asset Managment, Risk Management, Trading, Technical Support, Equities, Help Desk Support, Investment Management, Fixed Income, Asset Management
Education
Borough of Manhattan Community College 2009 — 2015
Bachelors of Science, Computer Science
The Chubb Institute 1999 — 2000
Degree in Networking
David Korn's OppenheimerFunds Experience July 2004 - Present
Job Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2004 - Present
Janus Capital Group July 1999 - July 2004
DST Output October 1998 - July 1999
Skills
USPS Certified Mail..., Financial Services, Business Analysis, Process Improvement, Banking, Vendor Management, Business Process..., Call Centers, Analytics, CRM, Business Intelligence, Business Process, Relationship Management, Insurance, SDLC, Requirements Analysis, Strategic Planning, Mutual Funds, Management, Leadership
Education
Boston College 1993 — 1995
Bachelor of Arts (B.A.), Economics
OppenheimerFunds July 2004 - Present
Janus Capital Group July 1999 - July 2004
DST Output October 1998 - July 1999
Skills
USPS Certified Mail..., Financial Services, Business Analysis, Process Improvement, Banking, Vendor Management, Business Process..., Call Centers, Analytics, CRM, Business Intelligence, Business Process, Relationship Management, Insurance, SDLC, Requirements Analysis, Strategic Planning, Mutual Funds, Management, Leadership
Education
Boston College 1993 — 1995
Bachelor of Arts (B.A.), Economics
David Sturgis's OppenheimerFunds Experience June 1998 - October 2001
Job VP Regional Director Northeast Region
Industry Financial Services
Experience
Davis Advisors October 2001 - Present
OppenheimerFunds June 1998 - October 2001
Eaton Vance December 1995 - June 1998
Eaton Vance June 1993 - December 1995
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Securities, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
Bridgewater State University 1987 — 1991
Bachelor of Science (BS), Management Science with Concentration in Marketing
Davis Advisors October 2001 - Present
OppenheimerFunds June 1998 - October 2001
Eaton Vance December 1995 - June 1998
Eaton Vance June 1993 - December 1995
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Securities, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
Bridgewater State University 1987 — 1991
Bachelor of Science (BS), Management Science with Concentration in Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY