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
Kirti Srikant Kirti Srikant's OppenheimerFunds Experience January 2015 - Present
Job Vice President, Brand & Advertising at OppenheimerFunds
Industry Banking
Experience
OppenheimerFunds January 2015 - Present
Financial Communications Society September 2013 - Present
OppenheimerFunds September 2010 - December 2014
Citibank December 2009 - May 2010
Citibank March 2008 - December 2009
Citibank September 2006 - March 2008
InterfaceFLOR LLC March 2005 - September 2006
John Robert Powers January 2001 - July 2004
Skills
Marketing Strategy, Brand Development, Building Brand Awareness, Brand Awareness, Brand Communication, Online Advertising, Online Branding, Online Video, Corporate Sponsorships, Sponsorship Marketing, Direct Marketing, Integrated Marketing, Event Marketing, Online Marketing, Acquisition Marketing, Sales, Contract Negotiations, Vendor Management, Sponsorship, Marketing, Event Planning, Strategic Partnerships, Contract Negotiation, Email Marketing, Marketing Communications, Web Video, Strategy, Advertising, CRM, Digital Media, Business Development, B2B, Market Planning, Multi-channel Marketing, Cross-functional Team..., Segmentation, Customer Acquisition, Customer Insight, Management, Leadership, Social Media
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Marketing Strategy & General Business Management
City University of New York-College of Staten Island
Bachelors of Science, Corporate Communications & Minor in Marketing
Rutgers, The State University of New Jersey-New Brunswick
OppenheimerFunds January 2015 - Present
Financial Communications Society September 2013 - Present
OppenheimerFunds September 2010 - December 2014
Citibank December 2009 - May 2010
Citibank March 2008 - December 2009
Citibank September 2006 - March 2008
InterfaceFLOR LLC March 2005 - September 2006
John Robert Powers January 2001 - July 2004
Skills
Marketing Strategy, Brand Development, Building Brand Awareness, Brand Awareness, Brand Communication, Online Advertising, Online Branding, Online Video, Corporate Sponsorships, Sponsorship Marketing, Direct Marketing, Integrated Marketing, Event Marketing, Online Marketing, Acquisition Marketing, Sales, Contract Negotiations, Vendor Management, Sponsorship, Marketing, Event Planning, Strategic Partnerships, Contract Negotiation, Email Marketing, Marketing Communications, Web Video, Strategy, Advertising, CRM, Digital Media, Business Development, B2B, Market Planning, Multi-channel Marketing, Cross-functional Team..., Segmentation, Customer Acquisition, Customer Insight, Management, Leadership, Social Media
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Marketing Strategy & General Business Management
City University of New York-College of Staten Island
Bachelors of Science, Corporate Communications & Minor in Marketing
Rutgers, The State University of New Jersey-New Brunswick
Anthony Rushing Anthony Rushing's OppenheimerFunds Experience January 2013 - April 2014
Job Facilities Services
Industry Facilities Services
Experience
OppenheimerFunds January 2013 - April 2014
Gensler July 2012 - September 2012
Cushman & Wakefield February 2012 - May 2012
Loeb Partners Realty LLC. August 2004 - January 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2007 - 2008
Coty June 2003 - March 2004
Gensler January 2000 - November 2002
Skills
Office Management, Teambuilding &..., Staff Development and..., Report & Document..., Spreadsheet & Database..., Records Management, Meeting & Event Planning, Inventory Management, Expense Reduction, Facilities Operations, Clerical Skills, Leadership, Project Management, Administrative..., Office Support, Administrative Office...
Education
John Jay College of Criminal Justice 2000 — 2001
George Westinghouse High School 1992 — 1996
Electrical/Electronics Equipment Installation and Repair, General
OppenheimerFunds January 2013 - April 2014
Gensler July 2012 - September 2012
Cushman & Wakefield February 2012 - May 2012
Loeb Partners Realty LLC. August 2004 - January 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2007 - 2008
Coty June 2003 - March 2004
Gensler January 2000 - November 2002
Skills
Office Management, Teambuilding &..., Staff Development and..., Report & Document..., Spreadsheet & Database..., Records Management, Meeting & Event Planning, Inventory Management, Expense Reduction, Facilities Operations, Clerical Skills, Leadership, Project Management, Administrative..., Office Support, Administrative Office...
Education
John Jay College of Criminal Justice 2000 — 2001
George Westinghouse High School 1992 — 1996
Electrical/Electronics Equipment Installation and Repair, General
Kerri Santero's OppenheimerFunds Experience June 2015 - August 2015
Job Student at Colgate University
Industry
Experience
Center for Learning, Teaching, and Research at Colgate University January 2014 - Present
OppenheimerFunds June 2015 - August 2015
Kappa Kappa Gamma September 2014 - December 2014
Inspirica - from homeless to home (Formerly St. Luke's LifeWorks) May 2014 - July 2014
Athletic Shoe Factory September 2010 - December 2013
Skills
Marketing, Microsoft Excel, Research, Leadership, Microsoft Office, Morningstar, PowerPoint, Product Management, Teamwork, Sales, Tutoring, Inventory Management, Employee Training, Customer Service, Social Media, Microsoft Word, Public Speaking, Constant Contact, Community Outreach
Education
Colgate University 2012 — 2016
Peace and Conflict Studies/ Economics
New Canaan High School 2009 — 2012
Center for Learning, Teaching, and Research at Colgate University January 2014 - Present
OppenheimerFunds June 2015 - August 2015
Kappa Kappa Gamma September 2014 - December 2014
Inspirica - from homeless to home (Formerly St. Luke's LifeWorks) May 2014 - July 2014
Athletic Shoe Factory September 2010 - December 2013
Skills
Marketing, Microsoft Excel, Research, Leadership, Microsoft Office, Morningstar, PowerPoint, Product Management, Teamwork, Sales, Tutoring, Inventory Management, Employee Training, Customer Service, Social Media, Microsoft Word, Public Speaking, Constant Contact, Community Outreach
Education
Colgate University 2012 — 2016
Peace and Conflict Studies/ Economics
New Canaan High School 2009 — 2012
Allen S. Hamilton Allen S. Hamilton's OppenheimerFunds Experience 1998 - 1999
Job Financial Advisor Camera, Hamilton & Associates a Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. January 2008 - April 2013
Ameriprise Financial Services, Inc. January 2007 - December 2007
Ameriprise Financial Services, Inc. December 2004 - December 2006
The Hartford - PLANCO 2001 - 2004
Gartmore - Villanova Capital - Nationwide Family of Funds 1999 - 2001
OppenheimerFunds 1998 - 1999
The Hartford 1996 - 1998
Federated Investors, Inc. 1992 - 1996
Education
UCLA Anderson School of Management 1999 — 2000
Certificate Program, The Executive Program in Management
John Carroll University 1988 — 1992
BSBA Finance
Canisius High School Buffalo, NY 1985 — 1988
McQuaid Jesuit High School - Rochester, NY 1984 — 1985
College for Financial Planning
AAMS , CMFC, CRPC
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. January 2008 - April 2013
Ameriprise Financial Services, Inc. January 2007 - December 2007
Ameriprise Financial Services, Inc. December 2004 - December 2006
The Hartford - PLANCO 2001 - 2004
Gartmore - Villanova Capital - Nationwide Family of Funds 1999 - 2001
OppenheimerFunds 1998 - 1999
The Hartford 1996 - 1998
Federated Investors, Inc. 1992 - 1996
Education
UCLA Anderson School of Management 1999 — 2000
Certificate Program, The Executive Program in Management
John Carroll University 1988 — 1992
BSBA Finance
Canisius High School Buffalo, NY 1985 — 1988
McQuaid Jesuit High School - Rochester, NY 1984 — 1985
College for Financial Planning
AAMS , CMFC, CRPC
Ken Burd Ken Burd's OppenheimerFunds Experience May 2000 - February 2002
Job VP Head of Internal Sales / Third Party Business Development at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group March 2012 - Present
Fidelity Investments Institutional Services (FIIS) January 2011 - February 2012
Fidelity Investments Institutional Services (FIIS) January 2010 - December 2010
Evergreen Investments August 2003 - December 2009
OppenheimerFunds May 2000 - February 2002
Lincoln Financial Advisors May 1998 - May 2000
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, SMA's, Series 24, Series 51
Education
Capella University 2015 — 2017
Research Doctorate, Business Administration - Strategy and Innovation
Fairleigh Dickinson University-Florham Campus 2002 — 2003
MBA, Management and Corporate Communication
Penn State University 1995 — 1999
BA in Finance and Insurance, Business Law Minor
Delaware Investments, a member of the Macquarie Group March 2012 - Present
Fidelity Investments Institutional Services (FIIS) January 2011 - February 2012
Fidelity Investments Institutional Services (FIIS) January 2010 - December 2010
Evergreen Investments August 2003 - December 2009
OppenheimerFunds May 2000 - February 2002
Lincoln Financial Advisors May 1998 - May 2000
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, SMA's, Series 24, Series 51
Education
Capella University 2015 — 2017
Research Doctorate, Business Administration - Strategy and Innovation
Fairleigh Dickinson University-Florham Campus 2002 — 2003
MBA, Management and Corporate Communication
Penn State University 1995 — 1999
BA in Finance and Insurance, Business Law Minor
Karen A Miller Karen A Miller's OppenheimerFunds Experience 1994 - 1996
Job Nebraska State Unit on Aging
Industry Program Development
Experience
State of Nebraska February 2015 - Present
Emerald Community Independence House Volunteer 2013 - Present
Various Businesses March 1982 - January 2015
Graduate Student - University of Nebraska at Omaha January 2010 - December 2014
University of Nebraska–Lincoln 2005 - 2014
Tyson Foods 1996 - 2005
OppenheimerFunds 1994 - 1996
Skills
Long-term Care, Dementia, Alzheimer's disease, Alzheimer's Care, Disoriented, Gerontology, Activity Director, Life Enrichment, Senior Living, Human Services, Recreation Planning, Recreation, Skilled Nursing Facility, Memory Care, Validation Theory, Team Leadership, Microsoft Office Suite, Policy Analysis, Elder Care, Research, Community Outreach, Activity Coordinator, Memory Care Program..., Program Coordinator, Assisted Living, Memory Loss
Education
University of Nebraska at Omaha 2009 — 2015
Master of Arts (MA), Social Gerontology, GPA 3.598 of 4.00 scale
Capella University 2004 — 2005
Web Development Certificate
University of Iowa 1976 — 1981
Bachelor of Science (BS), Computer Science
State of Nebraska February 2015 - Present
Emerald Community Independence House Volunteer 2013 - Present
Various Businesses March 1982 - January 2015
Graduate Student - University of Nebraska at Omaha January 2010 - December 2014
University of Nebraska–Lincoln 2005 - 2014
Tyson Foods 1996 - 2005
OppenheimerFunds 1994 - 1996
Skills
Long-term Care, Dementia, Alzheimer's disease, Alzheimer's Care, Disoriented, Gerontology, Activity Director, Life Enrichment, Senior Living, Human Services, Recreation Planning, Recreation, Skilled Nursing Facility, Memory Care, Validation Theory, Team Leadership, Microsoft Office Suite, Policy Analysis, Elder Care, Research, Community Outreach, Activity Coordinator, Memory Care Program..., Program Coordinator, Assisted Living, Memory Loss
Education
University of Nebraska at Omaha 2009 — 2015
Master of Arts (MA), Social Gerontology, GPA 3.598 of 4.00 scale
Capella University 2004 — 2005
Web Development Certificate
University of Iowa 1976 — 1981
Bachelor of Science (BS), Computer Science
Dianne Ellis Dianne Ellis's OppenheimerFunds Experience March 2015 - Present
Job Junior Analyst Macro Strategist
Industry Financial Services
Experience
OppenheimerFunds March 2015 - Present
OppenheimerFunds June 2014 - August 2014
Phatra Securities Plc. February 2013 - April 2013
Phatra Securities Plc. August 2010 - January 2013
Capital Market Academy, Stock Exchange of Thailand August 2009 - August 2009
Fiscal Policy Research Institute Foundation, Ministry of Finance June 2009 - July 2009
CLSA Securities May 2008 - May 2008
Skills
Equity Derivatives, Microsoft Excel, Econometrics, VBA, R, Trading, Capital Markets, Valuation, Management
Education
New York University 2013 — 2014
Master's Degree, Master of Science in Financial Engineering, 3.825
Chulalongkorn University 2006 — 2010
Bachelor's Degree, Bachelor of Arts in Economics, 3.65
OppenheimerFunds March 2015 - Present
OppenheimerFunds June 2014 - August 2014
Phatra Securities Plc. February 2013 - April 2013
Phatra Securities Plc. August 2010 - January 2013
Capital Market Academy, Stock Exchange of Thailand August 2009 - August 2009
Fiscal Policy Research Institute Foundation, Ministry of Finance June 2009 - July 2009
CLSA Securities May 2008 - May 2008
Skills
Equity Derivatives, Microsoft Excel, Econometrics, VBA, R, Trading, Capital Markets, Valuation, Management
Education
New York University 2013 — 2014
Master's Degree, Master of Science in Financial Engineering, 3.825
Chulalongkorn University 2006 — 2010
Bachelor's Degree, Bachelor of Arts in Economics, 3.65
Ty Sonagere, MBA Ty Sonagere, MBA's OppenheimerFunds Experience September 2004 - October 2005
Job Lead Data Steward at Grange Insurance
Industry Insurance
Experience
Grange Insurance November 2014 - Present
Nationwide Insurance September 2013 - November 2014
Nationwide Insurance January 2011 - September 2013
Citi March 2010 - January 2011
JPMorgan September 2009 - March 2010
Spectrum Global Fund Administration April 2007 - September 2009
BISYS October 2005 - April 2007
OppenheimerFunds September 2004 - October 2005
Skills
Leadership, Account Reconciliation, Hedge Funds, Derivatives, Accounting, Financial Accounting, Analytics, Corporate FP&A, Data Analysis, Securities Market, Mutual Funds
Education
Cleveland State University 2001 — 2004
MBA, Finance
Ohio Northern University 1996 — 2000
BA, Management & Communications
Nationwide Insurance
Greenbelt, Continuous Improvement, Process Management
Grange Insurance November 2014 - Present
Nationwide Insurance September 2013 - November 2014
Nationwide Insurance January 2011 - September 2013
Citi March 2010 - January 2011
JPMorgan September 2009 - March 2010
Spectrum Global Fund Administration April 2007 - September 2009
BISYS October 2005 - April 2007
OppenheimerFunds September 2004 - October 2005
Skills
Leadership, Account Reconciliation, Hedge Funds, Derivatives, Accounting, Financial Accounting, Analytics, Corporate FP&A, Data Analysis, Securities Market, Mutual Funds
Education
Cleveland State University 2001 — 2004
MBA, Finance
Ohio Northern University 1996 — 2000
BA, Management & Communications
Nationwide Insurance
Greenbelt, Continuous Improvement, Process Management
Anastasia Radloff Anastasia Radloff's OppenheimerFunds Experience July 2015 - Present
Job Associate, Business Development Services at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2015 - Present
Colgate University August 2014 - May 2015
Kappa Kappa Gamma January 2014 - January 2015
OppenheimerFunds June 2014 - August 2014
Thomson Reuters June 2013 - August 2013
STAR LLC June 2012 - August 2012
Skills
Microsoft Office, Dashboard, DART for Publishers, Salesforce.com, Social Media, Correspondences, Nielsen Data, Research
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Double Major: Economics and Chinese, Cum Laude
Latin School of Chicago 2007 — 2011
OppenheimerFunds July 2015 - Present
Colgate University August 2014 - May 2015
Kappa Kappa Gamma January 2014 - January 2015
OppenheimerFunds June 2014 - August 2014
Thomson Reuters June 2013 - August 2013
STAR LLC June 2012 - August 2012
Skills
Microsoft Office, Dashboard, DART for Publishers, Salesforce.com, Social Media, Correspondences, Nielsen Data, Research
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Double Major: Economics and Chinese, Cum Laude
Latin School of Chicago 2007 — 2011
Donna Mazzariello Donna Mazzariello's OppenheimerFunds Experience October 2013 - Present
Job Experienced Financial Services Professional
Industry Financial Services
Experience
OppenheimerFunds October 2013 - Present
OppenheimerFunds 1998 - 2008
Rice University July 1997 - July 1998
Katharine Gibbs School July 1994 - July 1997
Boston University July 1993 - July 1994
College of St. Joseph in Vermont January 1990 - July 1993
Skills
Fianncial Aid Counseling, Event Planning, Employee Training, Sales Territory..., Customer Service, Database Administration, Sales Operations, Enrollment Management
Education
Saint Michael's College 1990 — 1993
Master of Science Administration (MSA), Higher Education/Higher Education Administration
Castleton State College 1986 — 1988
Bachelor of Arts (BA), English
OppenheimerFunds October 2013 - Present
OppenheimerFunds 1998 - 2008
Rice University July 1997 - July 1998
Katharine Gibbs School July 1994 - July 1997
Boston University July 1993 - July 1994
College of St. Joseph in Vermont January 1990 - July 1993
Skills
Fianncial Aid Counseling, Event Planning, Employee Training, Sales Territory..., Customer Service, Database Administration, Sales Operations, Enrollment Management
Education
Saint Michael's College 1990 — 1993
Master of Science Administration (MSA), Higher Education/Higher Education Administration
Castleton State College 1986 — 1988
Bachelor of Arts (BA), English
Dana Bosse Dana Bosse's OppenheimerFunds Experience January 2013 - May 2013
Job Financial Services Associate
Industry Financial Services
Experience
PENSCO Trust Company May 2013 - September 2013
OppenheimerFunds January 2013 - May 2013
Hotel St. Moritz October 2011 - September 2012
Townsend Family January 2011 - September 2011
Poe's Tavern June 2009 - December 2010
Education
College of Charleston 2005 — 2009
Bachelor's degree, Business Administration and Management, General
PENSCO Trust Company May 2013 - September 2013
OppenheimerFunds January 2013 - May 2013
Hotel St. Moritz October 2011 - September 2012
Townsend Family January 2011 - September 2011
Poe's Tavern June 2009 - December 2010
Education
College of Charleston 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Sarah Fenn's OppenheimerFunds Experience November 2012 - May 2013
Job Looking for a fastpaced and exciting career in research and analysis.
Industry Research
Experience
JEWISHcolorado August 2014 - Present
TAM-C Solutions March 2014 - July 2014
JEWISHcolorado September 2013 - February 2014
OppenheimerFunds November 2012 - May 2013
Smith & Cook, LLC July 2012 - September 2012
Office of the Special Representative to Muslim Communities September 2011 - May 2012
Claremont-Mudd-Scripps Athletics September 2010 - May 2012
Claremont McKenna College - Psychology Department September 2010 - May 2011
Robert E. Loup JCC Denver June 2010 - August 2010
Women's Global Empowerment Fund May 2010 - August 2010
Skills
Research, Social Media, Legal Research, Spanish, Editing, PowerPoint, Grant Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Customer Service, Windows, SPSS, Lexis, International Relations, Public Speaking, Facebook, Data Analysis, Event Planning, Nonprofits, Statistics, Community Outreach, Social Networking, Policy Analysis, Qualitative Research, Volunteer Management, Blogging, Teamwork, Leadership, Social Media Marketing, Social Media Strategist, Analysis, Project Management, Fundraising, Marketing
Education
Claremont McKenna College 2008 — 2012
BA, Middle East Studies/Psychology
Phillips Exeter Academy 2004 — 2008
The Ricks Center
JEWISHcolorado August 2014 - Present
TAM-C Solutions March 2014 - July 2014
JEWISHcolorado September 2013 - February 2014
OppenheimerFunds November 2012 - May 2013
Smith & Cook, LLC July 2012 - September 2012
Office of the Special Representative to Muslim Communities September 2011 - May 2012
Claremont-Mudd-Scripps Athletics September 2010 - May 2012
Claremont McKenna College - Psychology Department September 2010 - May 2011
Robert E. Loup JCC Denver June 2010 - August 2010
Women's Global Empowerment Fund May 2010 - August 2010
Skills
Research, Social Media, Legal Research, Spanish, Editing, PowerPoint, Grant Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Customer Service, Windows, SPSS, Lexis, International Relations, Public Speaking, Facebook, Data Analysis, Event Planning, Nonprofits, Statistics, Community Outreach, Social Networking, Policy Analysis, Qualitative Research, Volunteer Management, Blogging, Teamwork, Leadership, Social Media Marketing, Social Media Strategist, Analysis, Project Management, Fundraising, Marketing
Education
Claremont McKenna College 2008 — 2012
BA, Middle East Studies/Psychology
Phillips Exeter Academy 2004 — 2008
The Ricks Center
Vincent Wilson Vincent Wilson's OppenheimerFunds Experience January 2000 - January 2006
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2013 - Present
BBVA Compass March 2010 - May 2013
1st Global June 2008 - March 2010
Envestnet Asset Management January 2006 - November 2007
OppenheimerFunds January 2000 - January 2006
Financial Network Investment Corporation January 1998 - January 2000
US Bancorp Securities January 1996 - January 1998
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, New Business Development, Sales Presentations, Insurance, Strategy, Sales, Sales Management, Coaching, Long-term Care, Performance Metrics, Retirement, Series 7, Finance, Investment Strategies, Financial Advisory, Alternative Investments, Series 63, Asset Allocation
Education
University of Idaho 1984 — 1989
BS, Political Science
City University of New York-Hunter College 1986 — 1988
BA Political Science, Policical Science, Business
Wells Fargo Advisors, LLC May 2013 - Present
BBVA Compass March 2010 - May 2013
1st Global June 2008 - March 2010
Envestnet Asset Management January 2006 - November 2007
OppenheimerFunds January 2000 - January 2006
Financial Network Investment Corporation January 1998 - January 2000
US Bancorp Securities January 1996 - January 1998
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, New Business Development, Sales Presentations, Insurance, Strategy, Sales, Sales Management, Coaching, Long-term Care, Performance Metrics, Retirement, Series 7, Finance, Investment Strategies, Financial Advisory, Alternative Investments, Series 63, Asset Allocation
Education
University of Idaho 1984 — 1989
BS, Political Science
City University of New York-Hunter College 1986 — 1988
BA Political Science, Policical Science, Business
Sarah Beckham Sarah Beckham's OppenheimerFunds Experience January 2008 - December 2009
Job Zoning Specialist at NicEye, LLC
Industry Electrical/Electronic Manufacturing
Experience
Nic-Eye, LLC July 2015 - Present
Elevate Electric, LLC December 2014 - Present
OppenheimerFunds January 2008 - December 2009
Tetra Tech April 2003 - July 2005
OppenheimerFunds January 2002 - April 2003
Education
Colorado Christian University
Counseling
Metropolitan State University of Denver
Psychology / Human Services
University of Colorado Denver
Counseling, Marriage and Family Therapy/Counseling
Nic-Eye, LLC July 2015 - Present
Elevate Electric, LLC December 2014 - Present
OppenheimerFunds January 2008 - December 2009
Tetra Tech April 2003 - July 2005
OppenheimerFunds January 2002 - April 2003
Education
Colorado Christian University
Counseling
Metropolitan State University of Denver
Psychology / Human Services
University of Colorado Denver
Counseling, Marriage and Family Therapy/Counseling
Courtney Cullinan Robb Courtney Cullinan Robb's OppenheimerFunds Experience November 2014 - Present
Job Associate, Business Development at OppenheimerFunds
Industry Writing and Editing
Experience
OppenheimerFunds November 2014 - Present
Knowledge Delivery Systems, Inc. July 2013 - October 2014
Silver Management 2012 - June 2013
Hollins University 2010 - 2012
King Street Capital Management July 2007 - July 2010
Skills
Writing, Editing,..., Creative Writing, Editing, Poetry, Research, Teaching, Short Stories, Proposal Writing, Copy Editing, Publishing, Proofreading, Copywriting, Journalism, Newsletters, Books, Literature, Social Media, Writing
Education
Hollins University 2010 — 2012
Master of Fine Arts (MFA), Creative Writing
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), English and Creative Writing
The Lawrenceville School 1999 — 2003
High School
OppenheimerFunds November 2014 - Present
Knowledge Delivery Systems, Inc. July 2013 - October 2014
Silver Management 2012 - June 2013
Hollins University 2010 - 2012
King Street Capital Management July 2007 - July 2010
Skills
Writing, Editing,..., Creative Writing, Editing, Poetry, Research, Teaching, Short Stories, Proposal Writing, Copy Editing, Publishing, Proofreading, Copywriting, Journalism, Newsletters, Books, Literature, Social Media, Writing
Education
Hollins University 2010 — 2012
Master of Fine Arts (MFA), Creative Writing
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), English and Creative Writing
The Lawrenceville School 1999 — 2003
High School
Laurence Lau, CFA Laurence Lau, CFA's OppenheimerFunds Experience July 2010 - May 2013
Job MBA Candidate at MIT Sloan School of Management
Industry Primary/Secondary Education
Experience
AIG October 2013 - July 2014
OppenheimerFunds July 2010 - May 2013
Self December 2011 - January 2013
Oppenheimer & Co. February 2010 - July 2010
BNY ConvergEx August 2008 - January 2010
Carnegie Mellon University March 2007 - May 2008
Lehman Brothers May 2007 - August 2007
Morgan Stanley Investment Management June 2006 - August 2006
eHire June 2005 - July 2005
Skills
Automation, Financial Modeling, Fixed Income, Microsoft Excel, Equities, Capital Markets, Analysis, Finance, Data Analysis, Financial Analysis, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Carnegie Mellon University 2004 — 2008
B.S, Information Systems
Archbishop Molloy High School 2000 — 2004
AIG October 2013 - July 2014
OppenheimerFunds July 2010 - May 2013
Self December 2011 - January 2013
Oppenheimer & Co. February 2010 - July 2010
BNY ConvergEx August 2008 - January 2010
Carnegie Mellon University March 2007 - May 2008
Lehman Brothers May 2007 - August 2007
Morgan Stanley Investment Management June 2006 - August 2006
eHire June 2005 - July 2005
Skills
Automation, Financial Modeling, Fixed Income, Microsoft Excel, Equities, Capital Markets, Analysis, Finance, Data Analysis, Financial Analysis, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Carnegie Mellon University 2004 — 2008
B.S, Information Systems
Archbishop Molloy High School 2000 — 2004
Trudi Biggs McCanna Trudi Biggs McCanna's OppenheimerFunds Experience 2008 - 2010
Job Executive Development Director at Google
Industry Internet
Experience
Google August 2012 - Present
Google May 2010 - August 2012
OppenheimerFunds 2008 - 2010
OppenheimerFunds 2006 - 2008
JetBlue Airways 2002 - 2005
National Alliance for Musical Theatre 1998 - 2002
Deloitte Consulting 1996 - 1998
Skills
Talent Management, Leadership Development, Organizational..., Executive Coaching, Organizational..., Succession Planning, Change Management, Workshop Facilitation, Executive Development, Organizational Culture, Team Effectiveness, Performance Management, Facilitators, Management Consulting, Organizational Design, Program Management, Training, Leadership, Organizational Learning, Employee Engagement, Human Resources
Education
New School University 2001 — 2004
MS
Carnegie Mellon University 1994 — 1995
MAM
Carnegie Mellon University 1988 — 1992
BFA
Google August 2012 - Present
Google May 2010 - August 2012
OppenheimerFunds 2008 - 2010
OppenheimerFunds 2006 - 2008
JetBlue Airways 2002 - 2005
National Alliance for Musical Theatre 1998 - 2002
Deloitte Consulting 1996 - 1998
Skills
Talent Management, Leadership Development, Organizational..., Executive Coaching, Organizational..., Succession Planning, Change Management, Workshop Facilitation, Executive Development, Organizational Culture, Team Effectiveness, Performance Management, Facilitators, Management Consulting, Organizational Design, Program Management, Training, Leadership, Organizational Learning, Employee Engagement, Human Resources
Education
New School University 2001 — 2004
MS
Carnegie Mellon University 1994 — 1995
MAM
Carnegie Mellon University 1988 — 1992
BFA
Gregory Romagnoli Gregory Romagnoli's OppenheimerFunds Experience April 2015 - Present
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
Preqin November 2014 - April 2015
Morgan Stanley Wealth Management 2013 - 2013
The South Carolina Department of Revenue May 2012 - August 2012
Westman Consulting, Inc. September 2009 - May 2012
General Premium June 2005 - August 2011
Orloff, Lowenbach, Stifelman & Siegel P.A. June 2008 - August 2008
Skills
Bloomberg Terminal, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Statistics, Training, Accounting, PowerPoint, Access, Financial Analysis, SPSS, Auditing, Data Analysis, Program Management, Finance, Leadership, Market Research, Bloomberg, Research, Valuation, Outlook, Public Speaking, Financial Reporting, Financial Modeling, Teamwork, Risk Management, Asset Management, Budgets, Business Analysis, Event Planning, Financial Accounting, Management, Marketing, QuickBooks, Spanish, Social Media
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Financial Management, Minor in Accounting
OppenheimerFunds April 2015 - Present
Preqin November 2014 - April 2015
Morgan Stanley Wealth Management 2013 - 2013
The South Carolina Department of Revenue May 2012 - August 2012
Westman Consulting, Inc. September 2009 - May 2012
General Premium June 2005 - August 2011
Orloff, Lowenbach, Stifelman & Siegel P.A. June 2008 - August 2008
Skills
Bloomberg Terminal, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Statistics, Training, Accounting, PowerPoint, Access, Financial Analysis, SPSS, Auditing, Data Analysis, Program Management, Finance, Leadership, Market Research, Bloomberg, Research, Valuation, Outlook, Public Speaking, Financial Reporting, Financial Modeling, Teamwork, Risk Management, Asset Management, Budgets, Business Analysis, Event Planning, Financial Accounting, Management, Marketing, QuickBooks, Spanish, Social Media
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Financial Management, Minor in Accounting
Scott Damen, CRPC Scott Damen, CRPC's OppenheimerFunds Experience January 2007 - January 2013
Job Founder at Damen Financial
Industry Financial Services
Experience
Damen Financial March 2013 - Present
OppenheimerFunds January 2007 - January 2013
Invesco Ltd. October 2003 - January 2007
UBS May 1997 - September 2002
Skills
Series 65, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Equities, Fixed Income, Relationship Management, Alternative Investments, ETFs, Bloomberg, Strategic Financial..., Financial Services, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Retirement, Securities, Finance, Financial Advisory, Financial Planning
Education
Castleton State College 1995 — 1997
BS, Marketing
Damen Financial March 2013 - Present
OppenheimerFunds January 2007 - January 2013
Invesco Ltd. October 2003 - January 2007
UBS May 1997 - September 2002
Skills
Series 65, Investment Strategies, Asset Allocation, Investment Advisory, Wealth Management, Equities, Fixed Income, Relationship Management, Alternative Investments, ETFs, Bloomberg, Strategic Financial..., Financial Services, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Retirement, Securities, Finance, Financial Advisory, Financial Planning
Education
Castleton State College 1995 — 1997
BS, Marketing
Bethany Demeter Bethany Demeter's OppenheimerFunds Experience May 2007 - May 2012
Job Manager, Revenue Operations
Industry Leisure, Travel & Tourism
Experience
Inspirato April 2012 - Present
OppenheimerFunds May 2007 - May 2012
OppenheimerFunds May 2009 - June 2010
OppenheimerFunds January 2009 - May 2009
OppenheimerFunds March 2008 - January 2009
OppenheimerFunds May 2007 - March 2008
Colorado Christian University May 2006 - August 2007
Community Refugee and Immigration Services April 2004 - September 2005
Skills
Sales Reporting, Presentation..., Business Plan..., Sales Management, Change Management, Forecasting, Business Planning, Analysis, Leadership, Management, Strategy, Workshop Facilitation
Education
Colorado Christian University
Business Administration, Marketing and International Business
Taylor University
Inspirato April 2012 - Present
OppenheimerFunds May 2007 - May 2012
OppenheimerFunds May 2009 - June 2010
OppenheimerFunds January 2009 - May 2009
OppenheimerFunds March 2008 - January 2009
OppenheimerFunds May 2007 - March 2008
Colorado Christian University May 2006 - August 2007
Community Refugee and Immigration Services April 2004 - September 2005
Skills
Sales Reporting, Presentation..., Business Plan..., Sales Management, Change Management, Forecasting, Business Planning, Analysis, Leadership, Management, Strategy, Workshop Facilitation
Education
Colorado Christian University
Business Administration, Marketing and International Business
Taylor University
Luigi Laredo's OppenheimerFunds Experience September 2012 - Present
Job Associate Manager, Digital Marketing at OppenheimerFunds
Industry Marketing and Advertising
Experience
OppenheimerFunds September 2012 - Present
Tandem HR July 2011 - September 2012
Tandem HR August 2010 - July 2011
Tandem HR June 2010 - August 2010
Wildlife In Need Center March 2010 - August 2010
Carthage College August 2009 - February 2010
Camp Napowan, Boy Scouts of America June 2009 - August 2009
Carthage College October 2007 - July 2008
EXPRESS June 2006 - August 2007
Skills
Spanish, English, Microsoft Office, Field Marketing, Graphic Design, Public Relations, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Event Planning, Event Marketing, Corporate Events, B2B Marketing, Social Media, Customer Service, Leadership, Marketing, Email Marketing, Human Resources, Social Media Marketing, Sales
Education
Carthage College 2006 — 2010
Bachelor of Arts, Marketing
Driscoll Catholic High School 2002 — 2006
OppenheimerFunds September 2012 - Present
Tandem HR July 2011 - September 2012
Tandem HR August 2010 - July 2011
Tandem HR June 2010 - August 2010
Wildlife In Need Center March 2010 - August 2010
Carthage College August 2009 - February 2010
Camp Napowan, Boy Scouts of America June 2009 - August 2009
Carthage College October 2007 - July 2008
EXPRESS June 2006 - August 2007
Skills
Spanish, English, Microsoft Office, Field Marketing, Graphic Design, Public Relations, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Event Planning, Event Marketing, Corporate Events, B2B Marketing, Social Media, Customer Service, Leadership, Marketing, Email Marketing, Human Resources, Social Media Marketing, Sales
Education
Carthage College 2006 — 2010
Bachelor of Arts, Marketing
Driscoll Catholic High School 2002 — 2006
Laura Mulhall Laura Mulhall's OppenheimerFunds Experience December 1998 - January 2001
Job Cofounder and Partner
Industry Financial Services
Experience
Self-employed March 2003 - Present
Deryfus Service Corp January 2001 - March 2003
OppenheimerFunds December 1998 - January 2001
Integrated Resources October 1984 - October 1989
Skills
Strategic Planning, Key Client Relationships, New Business Development, Project Management, Team Leadership, Presentation Skills
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics
Self-employed March 2003 - Present
Deryfus Service Corp January 2001 - March 2003
OppenheimerFunds December 1998 - January 2001
Integrated Resources October 1984 - October 1989
Skills
Strategic Planning, Key Client Relationships, New Business Development, Project Management, Team Leadership, Presentation Skills
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics
Alex Swan's OppenheimerFunds Experience June 2015 - Present
Job Financial Analyst at OppenheimerFunds
Industry Sports
Experience
OppenheimerFunds June 2015 - Present
Boston Red Sox June 2014 - Present
Skills
Customer Service, Photoshop, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Public Speaking, PowerPoint, Social Media, Spanish, Facebook
Education
College of the Holy Cross 2012 — 2016
Belmont Hill School 2006 — 2012
OppenheimerFunds June 2015 - Present
Boston Red Sox June 2014 - Present
Skills
Customer Service, Photoshop, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Public Speaking, PowerPoint, Social Media, Spanish, Facebook
Education
College of the Holy Cross 2012 — 2016
Belmont Hill School 2006 — 2012
Justin DePre's OppenheimerFunds Experience August 2007 - July 2009
Job Principal, East Gate Realty Partners, LLC
Industry Real Estate
Experience
East Gate Realty Partners December 2008 - Present
OppenheimerFunds August 2007 - July 2009
Cahill Gordon & Reindel May 2006 - August 2007
Skills
Real Estate, Investment Properties, Sellers, Negotiation, Residential Homes, First Time Home Buyers, Short Sales, Property Management, Microsoft Office, Relocation, Foreclosures, Microsoft Excel, Real Estate Development, Contract Negotiation, Real Estate Transactions, Single Family Homes, Strategic Planning, Financial Modeling, Corporate Law, Valuation, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Public Speaking, Financial Analysis
Education
Colby College
Bachelor of Arts (B.A.), International Economics
Københavns Universitet
International Business
New York University - Leonard N. Stern School of Business
Accounting and Finance
Phillips Academy, Andover
University of Maine School of Law
Doctor of Law (JD), Real Estate, IP
East Gate Realty Partners December 2008 - Present
OppenheimerFunds August 2007 - July 2009
Cahill Gordon & Reindel May 2006 - August 2007
Skills
Real Estate, Investment Properties, Sellers, Negotiation, Residential Homes, First Time Home Buyers, Short Sales, Property Management, Microsoft Office, Relocation, Foreclosures, Microsoft Excel, Real Estate Development, Contract Negotiation, Real Estate Transactions, Single Family Homes, Strategic Planning, Financial Modeling, Corporate Law, Valuation, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Public Speaking, Financial Analysis
Education
Colby College
Bachelor of Arts (B.A.), International Economics
Københavns Universitet
International Business
New York University - Leonard N. Stern School of Business
Accounting and Finance
Phillips Academy, Andover
University of Maine School of Law
Doctor of Law (JD), Real Estate, IP
Gary Rakan's OppenheimerFunds Experience 2000 - 2004
Job President at Infinity Capital Partners
Industry Financial Services
Experience
Infinity Capital Partners September 2012 - Present
Infinity Capital Management LLC September 2009 - Present
Claymore Securities October 2007 - September 2009
Lord Abbett April 2004 - June 2007
OppenheimerFunds 2000 - 2004
Skills
Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Investments, Separately Managed..., Investment Advisory, Wealth Management, Investment Strategies, Asset Managment, Retirement Planning, Securities, Portfolio Management, Retirement, Series 24, Equities, Hedge Funds, Series 65, Strategic Financial..., Financial Modeling, Valuation, Asset Management, FINRA
Education
Central Michigan University 1988 — 1993
BS in BA, Marketing, Management
TCHS 1985 — 1988
Infinity Capital Partners September 2012 - Present
Infinity Capital Management LLC September 2009 - Present
Claymore Securities October 2007 - September 2009
Lord Abbett April 2004 - June 2007
OppenheimerFunds 2000 - 2004
Skills
Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Investments, Separately Managed..., Investment Advisory, Wealth Management, Investment Strategies, Asset Managment, Retirement Planning, Securities, Portfolio Management, Retirement, Series 24, Equities, Hedge Funds, Series 65, Strategic Financial..., Financial Modeling, Valuation, Asset Management, FINRA
Education
Central Michigan University 1988 — 1993
BS in BA, Marketing, Management
TCHS 1985 — 1988
Joseph Friedman's OppenheimerFunds Experience September 2010 - Present
Job Regional Advisor ConsultantArizona at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2010 - Present
Qwest Communications October 2009 - September 2010
Janus Capital Funds 2007 - 2009
Skills
Alternative Investments, Asset Management, Financial Analysis, Investments, Sales, Securities, Telecommunications
Education
City University of New York-Hunter College
Master of Science (MS), Education
OppenheimerFunds September 2010 - Present
Qwest Communications October 2009 - September 2010
Janus Capital Funds 2007 - 2009
Skills
Alternative Investments, Asset Management, Financial Analysis, Investments, Sales, Securities, Telecommunications
Education
City University of New York-Hunter College
Master of Science (MS), Education
Eugene Nemirovsky's OppenheimerFunds Experience September 2011 - March 2015
Job Vice President, Product Design at J.P. Morgan
Industry Internet
Experience
J.P. Morgan April 2015 - Present
OppenheimerFunds September 2011 - March 2015
Ogilvy & Mather August 2006 - May 2011
Bnei Baruch March 2004 - April 2011
AKQA May 2006 - September 2006
Kenneth Cole Productions 2005 - 2006
dbox February 2005 - July 2005
Self-Employed January 2003 - May 2005
Skills
Creative Direction, Art Direction, Visual Design, Interaction Design, User Interface Design, Responsive Web Design, Team Leadership, Team Management, Illustrator, InDesign, Photoshop, Fireworks, Adobe Creative Suite, HTML + CSS, JavaScript, Balsamiq, Eclipse, ActionScript, Web Design, Wireframes, Adobe Fireworks, User Experience, HTML, XML, Brand Development, Front-end, CSS, Usability, User Experience Design, User Interface, Concept Development, Interactive Advertising, Creative Strategy, Information Architecture, Experience Design, User-centered Design, Mobile Design, Information Design, Mac, Typography, Posters, Branding & Identity, Corporate Identity, Flash Animation, Mobile Applications, Flash, HTML 5, Website Development, Axure, Storyboarding
Education
University of California, Berkeley 1998 — 2001
B.A., Physics
College of Marin 1996 — 1998
Associate's degree, Chemistry
J.P. Morgan April 2015 - Present
OppenheimerFunds September 2011 - March 2015
Ogilvy & Mather August 2006 - May 2011
Bnei Baruch March 2004 - April 2011
AKQA May 2006 - September 2006
Kenneth Cole Productions 2005 - 2006
dbox February 2005 - July 2005
Self-Employed January 2003 - May 2005
Skills
Creative Direction, Art Direction, Visual Design, Interaction Design, User Interface Design, Responsive Web Design, Team Leadership, Team Management, Illustrator, InDesign, Photoshop, Fireworks, Adobe Creative Suite, HTML + CSS, JavaScript, Balsamiq, Eclipse, ActionScript, Web Design, Wireframes, Adobe Fireworks, User Experience, HTML, XML, Brand Development, Front-end, CSS, Usability, User Experience Design, User Interface, Concept Development, Interactive Advertising, Creative Strategy, Information Architecture, Experience Design, User-centered Design, Mobile Design, Information Design, Mac, Typography, Posters, Branding & Identity, Corporate Identity, Flash Animation, Mobile Applications, Flash, HTML 5, Website Development, Axure, Storyboarding
Education
University of California, Berkeley 1998 — 2001
B.A., Physics
College of Marin 1996 — 1998
Associate's degree, Chemistry
Jesi Lerner Jesi Lerner's OppenheimerFunds Experience May 2012 - August 2012
Job Wedding Sales Manager at Brooklyn Winery
Industry Marketing and Advertising
Experience
Brooklyn Winery August 2015 - Present
Yelp December 2014 - August 2015
Yelp October 2013 - August 2015
Mallory Factor Inc. January 2013 - May 2013
OppenheimerFunds May 2012 - August 2012
Susan G. Komen for the Cure, Lowcountry Affiliate August 2011 - December 2011
FunGoPlay May 2011 - August 2011
tinyOGRE Entertainment May 2010 - August 2010
Skills
Social Media, Event Planning, Facebook, Social Networking, Public Relations, Event Management, Fundraising, PowerPoint, Microsoft Office, Editing, Blogging, Social Media Marketing, Marketing Communications, Press Releases, Marketing, Market Research
Education
College of Charleston 2009 — 2012
Bachelor of Arts (BA), Corporate Communications
Columbia High School
Brooklyn Winery August 2015 - Present
Yelp December 2014 - August 2015
Yelp October 2013 - August 2015
Mallory Factor Inc. January 2013 - May 2013
OppenheimerFunds May 2012 - August 2012
Susan G. Komen for the Cure, Lowcountry Affiliate August 2011 - December 2011
FunGoPlay May 2011 - August 2011
tinyOGRE Entertainment May 2010 - August 2010
Skills
Social Media, Event Planning, Facebook, Social Networking, Public Relations, Event Management, Fundraising, PowerPoint, Microsoft Office, Editing, Blogging, Social Media Marketing, Marketing Communications, Press Releases, Marketing, Market Research
Education
College of Charleston 2009 — 2012
Bachelor of Arts (BA), Corporate Communications
Columbia High School
Doug Filter Doug Filter's OppenheimerFunds Experience July 2004 - January 2009
Job Director, Financial Consultants at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Denver Jobs Network March 2010 - Present
High Point Financial Group, LLC April 2009 - March 2014
OppenheimerFunds July 2004 - January 2009
Echostar October 2002 - July 2004
The Vanguard Group 1997 - 2002
Skills
Positivity, Visionary, Strategic Thinking, Belief, Connector, Retirement Planning, Asset Managment, Long Term Care Insurance, Life Insurance, Leadership, Relationship Management, 401k Rollovers, Management, Customer Satisfaction, Strategic Planning, Program Management, Mutual Funds, Investments, Asset Management, Leadership Development, Project Management, Recruiting, Employee Benefits, Process Improvement, Risk Management, Series 6, Strategy, Connectors, B2B, Contract Negotiation, Strategic Financial..., Executive Management, Insurance, Operations Management, Cross-functional Team..., Financial Analysis, 401k, Public Speaking, Finance, Change Management, Series 7, Business Planning, Networking, Call Centers, Securities, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Customer Service, Product Management
Education
Cedarville University 1986 — 1990
BA, Accounting, minor in Bible
Saint Joseph's University
MBA, Management, Finance
Fidelity Investments April 2014 - Present
Denver Jobs Network March 2010 - Present
High Point Financial Group, LLC April 2009 - March 2014
OppenheimerFunds July 2004 - January 2009
Echostar October 2002 - July 2004
The Vanguard Group 1997 - 2002
Skills
Positivity, Visionary, Strategic Thinking, Belief, Connector, Retirement Planning, Asset Managment, Long Term Care Insurance, Life Insurance, Leadership, Relationship Management, 401k Rollovers, Management, Customer Satisfaction, Strategic Planning, Program Management, Mutual Funds, Investments, Asset Management, Leadership Development, Project Management, Recruiting, Employee Benefits, Process Improvement, Risk Management, Series 6, Strategy, Connectors, B2B, Contract Negotiation, Strategic Financial..., Executive Management, Insurance, Operations Management, Cross-functional Team..., Financial Analysis, 401k, Public Speaking, Finance, Change Management, Series 7, Business Planning, Networking, Call Centers, Securities, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Customer Service, Product Management
Education
Cedarville University 1986 — 1990
BA, Accounting, minor in Bible
Saint Joseph's University
MBA, Management, Finance
Daniel Herrington Daniel Herrington's OppenheimerFunds Experience January 2003 - January 2005
Job Sr Systems Analyst at Janus Capital Group
Industry Information Technology and Services
Experience
Janus Capital Group 2012 - Present
OppenheimerFunds Inc January 2008 - July 2011
OppenheimerFunds Inc January 2005 - January 2008
OppenheimerFunds January 2003 - January 2005
OppenheimerFunds Inc January 1998 - January 2003
OppenheimerFunds January 1994 - January 1998
OppenheimerFunds Inc January 1993 - January 1994
Skills
Oracle, Business Process, Data Warehousing, ETL, Oracle E-Business Suite, Business Analysis, Financial Accounting, System Testing, Training
Education
Colorado State University
Economics
Claremont McKenna College 1986 — 1989
Economics
Janus Capital Group 2012 - Present
OppenheimerFunds Inc January 2008 - July 2011
OppenheimerFunds Inc January 2005 - January 2008
OppenheimerFunds January 2003 - January 2005
OppenheimerFunds Inc January 1998 - January 2003
OppenheimerFunds January 1994 - January 1998
OppenheimerFunds Inc January 1993 - January 1994
Skills
Oracle, Business Process, Data Warehousing, ETL, Oracle E-Business Suite, Business Analysis, Financial Accounting, System Testing, Training
Education
Colorado State University
Economics
Claremont McKenna College 1986 — 1989
Economics
Candace Singh Candace Singh's OppenheimerFunds Experience December 2006 - April 2008
Job Research at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group July 2008 - Present
OppenheimerFunds December 2006 - April 2008
M.R Beal November 2004 - November 2006
Education
Brooklyn College 1996 — 2001
John Jay High School 1990 — 1993
Citadel Investment Group July 2008 - Present
OppenheimerFunds December 2006 - April 2008
M.R Beal November 2004 - November 2006
Education
Brooklyn College 1996 — 2001
John Jay High School 1990 — 1993
Christian Groeschel's OppenheimerFunds Experience September 2013 - September 2014
Job Recruiter at Social Solutions
Industry Information Technology and Services
Experience
Social Solutions September 2014 - Present
OppenheimerFunds September 2013 - September 2014
Activate Body February 2013 - May 2013
Best Buy September 2009 - January 2012
Skills
Social Networking, Time Management, Marketing, Customer Service, Mutual Funds, Microsoft Excel, Research, PowerPoint, Microsoft Word, Business Analysis, IT Solutions, Facebook, Sales, Desktop Computers, Social Media Marketing, Leadership, Microsoft Office, Event Planning, Social Media, Applicant Tracking..., Recruiting
Education
Towson University 2011 — 2013
Bachelor of Science (B.S.), E-Commerce/Electronic Commerce
College of Southern Maryland 2009 — 2011
Business Administration and Management, General
Social Solutions September 2014 - Present
OppenheimerFunds September 2013 - September 2014
Activate Body February 2013 - May 2013
Best Buy September 2009 - January 2012
Skills
Social Networking, Time Management, Marketing, Customer Service, Mutual Funds, Microsoft Excel, Research, PowerPoint, Microsoft Word, Business Analysis, IT Solutions, Facebook, Sales, Desktop Computers, Social Media Marketing, Leadership, Microsoft Office, Event Planning, Social Media, Applicant Tracking..., Recruiting
Education
Towson University 2011 — 2013
Bachelor of Science (B.S.), E-Commerce/Electronic Commerce
College of Southern Maryland 2009 — 2011
Business Administration and Management, General
Bohan Li Bohan Li's OppenheimerFunds Experience June 2014 - August 2014
Job Global Markets Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
OppenheimerFunds June 2014 - August 2014
University of Michigan Ross School of Business August 2011 - May 2012
Skills
Fixed Income, Macroeconomics, Corporate Finance, Probability, C++, Microsoft Excel, Game Theory, Financial Accounting, VBA
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science, Computational Finance (Financial Engineering)
University of Michigan 2010 — 2013
Bachelor of Science, Economics and Actuarial Science, Dual Concentration, Honors
Victoria Junior College, Singapore 2008 — 2009
High School, A Levels
Merrill Lynch January 2015 - Present
OppenheimerFunds June 2014 - August 2014
University of Michigan Ross School of Business August 2011 - May 2012
Skills
Fixed Income, Macroeconomics, Corporate Finance, Probability, C++, Microsoft Excel, Game Theory, Financial Accounting, VBA
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science, Computational Finance (Financial Engineering)
University of Michigan 2010 — 2013
Bachelor of Science, Economics and Actuarial Science, Dual Concentration, Honors
Victoria Junior College, Singapore 2008 — 2009
High School, A Levels
Susan Burton Susan Burton's OppenheimerFunds Experience October 1994 - July 2004
Job CEO/Founder at Susan Burton Consulting, L.L.C.
Industry Financial Services
Experience
Finance Commission of Texas October 2011 - Present
Susan Burton Consulting, L.L.C. January 2008 - Present
AllianceBernstein Investments July 2004 - February 2008
OppenheimerFunds October 1994 - July 2004
H.D. Vest Financial Services July 1989 - August 1994
Various Independent Broker-Dealers June 1984 - September 1989
Skills
Mutual Funds, Asset Managment, Financial Services, Banking, Finance, Team Building, Project Management, Series 7, Series 63, Wealth Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Asset Management, Alternative Investments, Investments, ETFs, Retirement, Fixed Annuities, Investment Advisory, Series 24, Hedge Funds, Financial Advisory, Investment Management, Pensions, Separately Managed..., FINRA, 401k, Equities, Wealth, Portfolio Management, IRAs, Wealth Management..., Series 65, Retirement Plan..., Strategic Partnerships
Education
College for Financial Planning 1993 — 1994
Certified Financial Planner, CFP(R) Designation, Financial Planning
Institute of Business and Finance 1991 — 1991
Certified Fund Specialist,CFS (R) Designation, Financial Planning - Mutual Funds Speciality
Texas State University-San Marcos 1976 — 1980
Bachelor of Science
Finance Commission of Texas October 2011 - Present
Susan Burton Consulting, L.L.C. January 2008 - Present
AllianceBernstein Investments July 2004 - February 2008
OppenheimerFunds October 1994 - July 2004
H.D. Vest Financial Services July 1989 - August 1994
Various Independent Broker-Dealers June 1984 - September 1989
Skills
Mutual Funds, Asset Managment, Financial Services, Banking, Finance, Team Building, Project Management, Series 7, Series 63, Wealth Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Asset Management, Alternative Investments, Investments, ETFs, Retirement, Fixed Annuities, Investment Advisory, Series 24, Hedge Funds, Financial Advisory, Investment Management, Pensions, Separately Managed..., FINRA, 401k, Equities, Wealth, Portfolio Management, IRAs, Wealth Management..., Series 65, Retirement Plan..., Strategic Partnerships
Education
College for Financial Planning 1993 — 1994
Certified Financial Planner, CFP(R) Designation, Financial Planning
Institute of Business and Finance 1991 — 1991
Certified Fund Specialist,CFS (R) Designation, Financial Planning - Mutual Funds Speciality
Texas State University-San Marcos 1976 — 1980
Bachelor of Science
Peder Gordon Peder Gordon's OppenheimerFunds Experience June 2005 - Present
Job Learning Consultant, OD Specialist, Instructional Designer, Facilitator, Elearning Developer, Videographer
Industry Financial Services
Experience
OppenheimerFunds June 2005 - Present
OppenheimerFunds January 2005 - June 2005
OppenheimerFunds October 2003 - January 2005
OppenheimerFunds January 2003 - October 2003
OppenheimerFunds November 2001 - December 2002
OppenheimerFunds August 2000 - November 2001
OppenheimerFunds August 1999 - August 2000
Aurora Public Schools July 1996 - June 1999
Douglas County School District August 1995 - July 1996
Skills
Instructional Design, Needs Analysis, Curriculum Design, Captivate, Classroom, E-Learning, Gamification, Mobile Learning, Crucial Conversations, Influencer, Training Delivery, E-learning Development, Classroom Instruction, Organizational..., Adult Education, Training, Leadership Development, Coaching, Workshop Facilitation, Learning Management..., Career Development, Organizational..., Blended Learning, Management, Instructor-led Training, Performance Management, Employee Training, Employee Engagement, Performance Improvement, Call Centers, Executive Coaching, Onboarding, Talent Management, MBTI, Staff Development, Organizational Design, Management Development
Education
Colorado College 1988 — 1992
BA, History/Political Science
OppenheimerFunds June 2005 - Present
OppenheimerFunds January 2005 - June 2005
OppenheimerFunds October 2003 - January 2005
OppenheimerFunds January 2003 - October 2003
OppenheimerFunds November 2001 - December 2002
OppenheimerFunds August 2000 - November 2001
OppenheimerFunds August 1999 - August 2000
Aurora Public Schools July 1996 - June 1999
Douglas County School District August 1995 - July 1996
Skills
Instructional Design, Needs Analysis, Curriculum Design, Captivate, Classroom, E-Learning, Gamification, Mobile Learning, Crucial Conversations, Influencer, Training Delivery, E-learning Development, Classroom Instruction, Organizational..., Adult Education, Training, Leadership Development, Coaching, Workshop Facilitation, Learning Management..., Career Development, Organizational..., Blended Learning, Management, Instructor-led Training, Performance Management, Employee Training, Employee Engagement, Performance Improvement, Call Centers, Executive Coaching, Onboarding, Talent Management, MBTI, Staff Development, Organizational Design, Management Development
Education
Colorado College 1988 — 1992
BA, History/Political Science
Sean Clark, CFA Sean Clark, CFA's OppenheimerFunds Experience July 2011 - Present
Job Consultant Relations at OFI Global Asset Management
Industry Investment Management
Experience
OppenheimerFunds July 2011 - Present
John Hancock Funds June 2010 - July 2011
DWS Investments / Deutsche Bank March 2007 - October 2009
High Pointe Capital Management October 2003 - January 2007
Safeco Asset Management January 2001 - September 2003
Northern Trust Global Investments June 1998 - January 2002
Skills
Institutional, Series 7, Mutual Funds, Investments, series 24, series 3, series 66, Equities, FINRA, Strategy, Portfolio Management, Investment Advisory, Financial Services, Wealth Management
Education
College of the Holy Cross
Bachelor of Arts degree, English major
DePAUL UNIVERSITY, Kellstadt Graduate School of Business
M.B.A, Finance concentration
OppenheimerFunds July 2011 - Present
John Hancock Funds June 2010 - July 2011
DWS Investments / Deutsche Bank March 2007 - October 2009
High Pointe Capital Management October 2003 - January 2007
Safeco Asset Management January 2001 - September 2003
Northern Trust Global Investments June 1998 - January 2002
Skills
Institutional, Series 7, Mutual Funds, Investments, series 24, series 3, series 66, Equities, FINRA, Strategy, Portfolio Management, Investment Advisory, Financial Services, Wealth Management
Education
College of the Holy Cross
Bachelor of Arts degree, English major
DePAUL UNIVERSITY, Kellstadt Graduate School of Business
M.B.A, Finance concentration
Lawrence Rudnick Lawrence Rudnick's OppenheimerFunds Experience 1992 - 2000
Job Director, IT Strategy at 1901 Group
Industry Information Technology and Services
Experience
1901 Group August 2012 - Present
LRudnick Consulting 2011 - August 2012
Horizon Lines May 2006 - September 2009
Sailing Vessel Destiny January 2001 - July 2007
OppenheimerFunds 1992 - 2000
Dollar Dry Dock Bank June 1988 - June 1992
Skills
Certified Project..., SDLC, Business Continuity, Disaster Recovery, ITIL, IT Management, Business Analysis, Requirements Analysis, Analysis, Staff Management, Visio, MS Project, Writing, Business Process, Business Impact Analysis, Integration, Enterprise Architecture, Management, Leadership, Project Planning, Project Management
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Management
City University of New York-Herbert H. Lehman College 1981 — 1984
BS, Health Care Administration
1901 Group August 2012 - Present
LRudnick Consulting 2011 - August 2012
Horizon Lines May 2006 - September 2009
Sailing Vessel Destiny January 2001 - July 2007
OppenheimerFunds 1992 - 2000
Dollar Dry Dock Bank June 1988 - June 1992
Skills
Certified Project..., SDLC, Business Continuity, Disaster Recovery, ITIL, IT Management, Business Analysis, Requirements Analysis, Analysis, Staff Management, Visio, MS Project, Writing, Business Process, Business Impact Analysis, Integration, Enterprise Architecture, Management, Leadership, Project Planning, Project Management
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Management
City University of New York-Herbert H. Lehman College 1981 — 1984
BS, Health Care Administration
Ramsey Rayan, CFP®, CRPC® Ramsey Rayan, CFP®, CRPC®'s OppenheimerFunds Experience July 2007 - October 2010
Job Account Manager, CFGWMRIA/Bank Trust at PIMCO
Industry Financial Services
Experience
PIMCO April 2013 - Present
PIMCO July 2011 - March 2013
OppenheimerFunds July 2007 - October 2010
OppenheimerFunds March 2002 - June 2007
OppenheimerFunds August 2000 - February 2002
Morgan Stanley Dean Witter Trust 1999 - 2000
Skills
Asset Allocation, Investments, Sales, Team Building, Strategy, Financial Advisory, Training, Financial Services, Customer Service, New Business Development, Finance, Mutual Funds, Portfolio Management, Analysis, Sales Operations, Alternative Investments, Series 7, 401k, Separately Managed..., Series 63, Series 6, Investment Strategies, Retirement Planning, Wealth Management, Investment Management, Investment Advisory, Securities
Education
College for Financial Planning
State University College at Cortland
BA, Sociology/ Criminology
PIMCO April 2013 - Present
PIMCO July 2011 - March 2013
OppenheimerFunds July 2007 - October 2010
OppenheimerFunds March 2002 - June 2007
OppenheimerFunds August 2000 - February 2002
Morgan Stanley Dean Witter Trust 1999 - 2000
Skills
Asset Allocation, Investments, Sales, Team Building, Strategy, Financial Advisory, Training, Financial Services, Customer Service, New Business Development, Finance, Mutual Funds, Portfolio Management, Analysis, Sales Operations, Alternative Investments, Series 7, 401k, Separately Managed..., Series 63, Series 6, Investment Strategies, Retirement Planning, Wealth Management, Investment Management, Investment Advisory, Securities
Education
College for Financial Planning
State University College at Cortland
BA, Sociology/ Criminology
Jo Ann Curran, MA, Jo Ann Curran, MA,'s OppenheimerFunds Experience February 1991 - March 1992
Job Education and Development Specialist
Industry Health, Wellness and Fitness
Experience
Catholic Health Initiatives August 2011 - Present
MetLife of The Rockies June 2005 - December 2009
Jackson National Life August 2000 - April 2005
OppenheimerFunds, Inc January 1989 - August 2000
OppenheimerFunds February 1991 - March 1992
Skills
Instructional Design, Blended Learning, Captivate, Learning Management..., Needs Analysis, Training, Training Evaluation, E-Learning, Coaching, Leadership, Organizational..., Workshop Facilitation, Training Delivery, Instructor-led Training, Program Management, Employee Training, Team Building, Management
Education
University of Colorado at Denver 2010 — 2012
MA, eLearning Design
Coe College
BA, Psychology; Elementary Education
University of Colorado Denver
MA, Counseling
Catholic Health Initiatives August 2011 - Present
MetLife of The Rockies June 2005 - December 2009
Jackson National Life August 2000 - April 2005
OppenheimerFunds, Inc January 1989 - August 2000
OppenheimerFunds February 1991 - March 1992
Skills
Instructional Design, Blended Learning, Captivate, Learning Management..., Needs Analysis, Training, Training Evaluation, E-Learning, Coaching, Leadership, Organizational..., Workshop Facilitation, Training Delivery, Instructor-led Training, Program Management, Employee Training, Team Building, Management
Education
University of Colorado at Denver 2010 — 2012
MA, eLearning Design
Coe College
BA, Psychology; Elementary Education
University of Colorado Denver
MA, Counseling
Satyendra Botchu Satyendra Botchu's OppenheimerFunds Experience September 2011 - Present
Job Enterprise datawarehouse analyst at OppenheimerFunds
Industry Computer Software
Experience
OppenheimerFunds September 2011 - Present
The TriZetto Group April 2010 - September 2011
WellPoint January 2009 - June 2011
OppenheimerFunds August 2007 - November 2008
Arrow Electronics November 2006 - August 2007
Skills
Data Warehousing, ETL, Informatica, SDLC, Requirements Analysis, PL/SQL, Testing, Oracle, Business Intelligence, Requirements Gathering, Data Modeling, Enterprise Software, SQL, Business Analysis, Agile Methodologies, Unix, Enterprise Architecture, Microsoft SQL Server, Databases, Visio, Data Integration, Denodo
Education
Cleveland State University
Master's degree
OppenheimerFunds September 2011 - Present
The TriZetto Group April 2010 - September 2011
WellPoint January 2009 - June 2011
OppenheimerFunds August 2007 - November 2008
Arrow Electronics November 2006 - August 2007
Skills
Data Warehousing, ETL, Informatica, SDLC, Requirements Analysis, PL/SQL, Testing, Oracle, Business Intelligence, Requirements Gathering, Data Modeling, Enterprise Software, SQL, Business Analysis, Agile Methodologies, Unix, Enterprise Architecture, Microsoft SQL Server, Databases, Visio, Data Integration, Denodo
Education
Cleveland State University
Master's degree
Jendayi Harris, MA's OppenheimerFunds Experience January 2012 - September 2012
Job Gain 11 Hours Per Week | Increasing Employee Engagement and Productivity | Reducing Email Overwhelm by 44%
Industry Professional Training & Coaching
Experience
McGhee Productivity Solutions August 2014 - Present
Next Level Therapy, LLC August 2012 - March 2015
OppenheimerFunds January 2012 - September 2012
Oppenheimer Funds, Inc October 2006 - January 2012
AllianceBernstein September 2005 - April 2006
Ameriprise Financial Advisors September 2002 - September 2005
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Series 6, professional speaking, presentation, presentation material, Talent Smart Emotional..., Talent Smart Strengths..., Emotional Fitness, Training Facilitation, Motivational Speaking, Building Relationships, Relationship Management, Presentation Material, Sales, Sales Presentations, Public Speaking, Personal Development, Business, Training, Leadership, Leadership Development, Strategy, Start-ups, Therapists, Psychotherapy, CRM, Financial Services, Wellness Coaching, Management, Business Development, Nutritional Counseling, Emotional Intelligence, Relationship Building, Program Management, Consulting, Lifestyle Coaching, Time Management, Counseling Psychology, Small Business, Strategic Planning, Team Building
Education
Colorado Christian University 2009 — 2012
Master's Degree, Counseling Psychology, 3.9 GPA
Seton Hall University 1998 — 2002
B.S., Business Administration, 3.3 GPA/3.7 GPA in Marketing Concentration
Institute for Integrative Nutrition 2005 — 2006
Holistic Health Counseling, Foods, Nutrition, and Wellness Studies, General
Cherokee High School
Diploma, Business
McGhee Productivity Solutions August 2014 - Present
Next Level Therapy, LLC August 2012 - March 2015
OppenheimerFunds January 2012 - September 2012
Oppenheimer Funds, Inc October 2006 - January 2012
AllianceBernstein September 2005 - April 2006
Ameriprise Financial Advisors September 2002 - September 2005
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Series 6, professional speaking, presentation, presentation material, Talent Smart Emotional..., Talent Smart Strengths..., Emotional Fitness, Training Facilitation, Motivational Speaking, Building Relationships, Relationship Management, Presentation Material, Sales, Sales Presentations, Public Speaking, Personal Development, Business, Training, Leadership, Leadership Development, Strategy, Start-ups, Therapists, Psychotherapy, CRM, Financial Services, Wellness Coaching, Management, Business Development, Nutritional Counseling, Emotional Intelligence, Relationship Building, Program Management, Consulting, Lifestyle Coaching, Time Management, Counseling Psychology, Small Business, Strategic Planning, Team Building
Education
Colorado Christian University 2009 — 2012
Master's Degree, Counseling Psychology, 3.9 GPA
Seton Hall University 1998 — 2002
B.S., Business Administration, 3.3 GPA/3.7 GPA in Marketing Concentration
Institute for Integrative Nutrition 2005 — 2006
Holistic Health Counseling, Foods, Nutrition, and Wellness Studies, General
Cherokee High School
Diploma, Business
Rob Kuhta Rob Kuhta's OppenheimerFunds Experience June 2011 - November 2013
Job Senior Information Technology Executive
Industry Information Technology and Services
Experience
Various August 2014 - October 2014
OppenheimerFunds June 2011 - November 2013
Slalom Consulting September 2006 - May 2011
CoBank 2004 - 2006
Eyeris 2003 - 2003
AT&T Broadband (now Comcast) 2000 - 2002
Accenture/Andersen Consulting 1991 - 2000
Skills
Program Management, Process Improvement, Vendor Management, Technology Needs..., Integration, SDLC, Strategic Planning, Business Analysis, Project Management, Leadership, IT Management, Enterprise Software, Business Process..., Management, Cross-functional Team..., IT Strategy, Information Technology, Consulting, Business Strategy, Business Intelligence, Management Consulting, Strategy, Account Management
Education
Gonzaga University - School of Business Administration 1989 — 1991
Business Administration, Finance, Economics
College of Southern Idaho 1987 — 1989
Associate's degree, Business Administration and Management, General
Various August 2014 - October 2014
OppenheimerFunds June 2011 - November 2013
Slalom Consulting September 2006 - May 2011
CoBank 2004 - 2006
Eyeris 2003 - 2003
AT&T Broadband (now Comcast) 2000 - 2002
Accenture/Andersen Consulting 1991 - 2000
Skills
Program Management, Process Improvement, Vendor Management, Technology Needs..., Integration, SDLC, Strategic Planning, Business Analysis, Project Management, Leadership, IT Management, Enterprise Software, Business Process..., Management, Cross-functional Team..., IT Strategy, Information Technology, Consulting, Business Strategy, Business Intelligence, Management Consulting, Strategy, Account Management
Education
Gonzaga University - School of Business Administration 1989 — 1991
Business Administration, Finance, Economics
College of Southern Idaho 1987 — 1989
Associate's degree, Business Administration and Management, General
Nik Jurasic Nik Jurasic's OppenheimerFunds Experience March 2015 - Present
Job Product Specialist Retirement Plan Sales OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 2015 - Present
Great-West Financial September 2014 - March 2015
Great-West Financial November 2011 - September 2014
OppenheimerFunds June 2008 - October 2011
Skills
Qualified Retirement..., Retirement Planning, Retirement Savings, Customer Service, Mutual Funds, Financial Services, 401k, Asset Allocation, Series 7
Education
College for Financial Planning 2010 — 2010
Charter Retirement Plan Specialist, Retirement Plans
Colorado State University-Pueblo 1998 — 2003
Bachelor's degree, Economics
OppenheimerFunds March 2015 - Present
Great-West Financial September 2014 - March 2015
Great-West Financial November 2011 - September 2014
OppenheimerFunds June 2008 - October 2011
Skills
Qualified Retirement..., Retirement Planning, Retirement Savings, Customer Service, Mutual Funds, Financial Services, 401k, Asset Allocation, Series 7
Education
College for Financial Planning 2010 — 2010
Charter Retirement Plan Specialist, Retirement Plans
Colorado State University-Pueblo 1998 — 2003
Bachelor's degree, Economics
Brian Hardwick CSM®, CSPO®, CSP®, SA® Brian Hardwick CSM®, CSPO®, CSP®, SA®'s OppenheimerFunds Experience October 2013 - July 2014
Job Agile Coach/Scrum Master at Health Language
Industry Information Technology and Services
Experience
Health Language August 2015 - Present
B Hard Consulting LLC July 2014 - Present
Pinnacol Assurance January 2015 - August 2015
OppenheimerFunds October 2013 - July 2014
OppenheimerFunds January 2013 - July 2014
OppenheimerFunds January 2013 - February 2014
OppenheimerFunds November 2012 - February 2013
OppenheimerFunds May 2010 - November 2012
OppenheimerFunds April 2008 - May 2010
OppenheimerFunds December 2007 - April 2008
Skills
Process Improvement, Leadership, Relationship Management, Agile Methodologies, Scrum, Agile Project Management, Business Analysis, Public Speaking, Retirement Planning, Financial Services, Mutual Funds, Management, Requirements Gathering, Servant Leadership, Testing, Requirements Analysis, Kanban, Agile Application..., User Acceptance Testing, Retrospectives, Vendor Management, Change Management, Quality Assurance, Lean Manufacturing, Integration, Enterprise Software, Business Process..., Microsoft Office..., InfoPath Forms, Software Project..., Consulting, SharePoint, SDLC, Project Management, Analytics, Investments, Finance, SharePoint Designer, Risk Management, Analysis, Business Process, CRM, Call Centers, Software Development, Visio, Series 6, Business Intelligence
Education
Colorado State University 2011 — 2013
Coursework Toward Bachelors Degree in Business Administration, Business, Management, Marketing, and Related Support Services
College for Financial Planning 2010 — 2011
CRPS, Retirement Plans
Front Range Community College 2009 — 2011
Coursework Towards Associate of Arts in Business Administration, Business and Finance
Standley Lake High School 1996 — 2000
Diploma
Health Language August 2015 - Present
B Hard Consulting LLC July 2014 - Present
Pinnacol Assurance January 2015 - August 2015
OppenheimerFunds October 2013 - July 2014
OppenheimerFunds January 2013 - July 2014
OppenheimerFunds January 2013 - February 2014
OppenheimerFunds November 2012 - February 2013
OppenheimerFunds May 2010 - November 2012
OppenheimerFunds April 2008 - May 2010
OppenheimerFunds December 2007 - April 2008
Skills
Process Improvement, Leadership, Relationship Management, Agile Methodologies, Scrum, Agile Project Management, Business Analysis, Public Speaking, Retirement Planning, Financial Services, Mutual Funds, Management, Requirements Gathering, Servant Leadership, Testing, Requirements Analysis, Kanban, Agile Application..., User Acceptance Testing, Retrospectives, Vendor Management, Change Management, Quality Assurance, Lean Manufacturing, Integration, Enterprise Software, Business Process..., Microsoft Office..., InfoPath Forms, Software Project..., Consulting, SharePoint, SDLC, Project Management, Analytics, Investments, Finance, SharePoint Designer, Risk Management, Analysis, Business Process, CRM, Call Centers, Software Development, Visio, Series 6, Business Intelligence
Education
Colorado State University 2011 — 2013
Coursework Toward Bachelors Degree in Business Administration, Business, Management, Marketing, and Related Support Services
College for Financial Planning 2010 — 2011
CRPS, Retirement Plans
Front Range Community College 2009 — 2011
Coursework Towards Associate of Arts in Business Administration, Business and Finance
Standley Lake High School 1996 — 2000
Diploma
Michelle Tan's OppenheimerFunds Experience May 2015 - Present
Job VP, Organizational Effectiveness
Industry Human Resources
Experience
OppenheimerFunds May 2015 - Present
Sabert Corporation November 2013 - May 2015
Merck& Co., Inc. October 2008 - November 2013
Merck June 2004 - October 2008
Skills
Strategy, Clinical Trials, Pharmaceutical Industry, Program Management, Management, Clinical Research, Adult Education, Learning Management, Clinical Development, Business Process..., Instructional Design, Change Management, Instructor-led Training, Process Improvement, Blended Learning, Mentoring, E-Learning, Learning Management..., Performance Consulting, GCP, Training Delivery, Project Management, Talent Management, Training, Performance Improvement, Organizational..., Needs Analysis, Performance Management, Workshop Facilitation, Culture Change, Succession Planning, ADDIE, Leadership, Consulting, Executive Coaching, MBTI, 360 Feedback, Management Development, Organizational Design, Leadership Development, Human Resources, Employee Training, Employee Engagement, Employee Relations, Career Development, Staff Development, Personnel Management, Workforce Planning, Vendor Management, Supervising
Education
Monmouth University 1996 — 1998
BS, Nursing
Capella University 2006 — 2009
M.S.Ed., Training & Performance Improvement, 4.00
OppenheimerFunds May 2015 - Present
Sabert Corporation November 2013 - May 2015
Merck& Co., Inc. October 2008 - November 2013
Merck June 2004 - October 2008
Skills
Strategy, Clinical Trials, Pharmaceutical Industry, Program Management, Management, Clinical Research, Adult Education, Learning Management, Clinical Development, Business Process..., Instructional Design, Change Management, Instructor-led Training, Process Improvement, Blended Learning, Mentoring, E-Learning, Learning Management..., Performance Consulting, GCP, Training Delivery, Project Management, Talent Management, Training, Performance Improvement, Organizational..., Needs Analysis, Performance Management, Workshop Facilitation, Culture Change, Succession Planning, ADDIE, Leadership, Consulting, Executive Coaching, MBTI, 360 Feedback, Management Development, Organizational Design, Leadership Development, Human Resources, Employee Training, Employee Engagement, Employee Relations, Career Development, Staff Development, Personnel Management, Workforce Planning, Vendor Management, Supervising
Education
Monmouth University 1996 — 1998
BS, Nursing
Capella University 2006 — 2009
M.S.Ed., Training & Performance Improvement, 4.00
Christopher Capot Christopher Capot's OppenheimerFunds Experience December 1998 - March 2000
Job Director, Corporate Relations, Elsevier
Industry Public Relations and Communications
Experience
Elsevier July 2012 - Present
KNB Communications January 2005 - July 2012
The Other Side of the Tracks, LLC 2005 - 2009
Above The Fold Public Relations, LLC January 2005 - January 2006
Martino & Binzer April 2003 - December 2004
JPMorgan Chase September 2001 - April 2003
RLM Public Relations March 2000 - September 2001
OppenheimerFunds December 1998 - March 2000
Webster Bank 1995 - 1998
New Haven Register 1992 - 1995
Skills
Mergers, Communications Strategy, Integrated Marketing, Healthcare, Publishing, Media Relations, Corporate Communications, Internal Communications, Strategic Communications, Copywriting, Crisis Communications, Marketing Communications, Editing, Publicity, Press Releases, Social Media, New Business Development, Content Management, Blogging, Content Development, Public Affairs, Social Media Marketing, Newsletters, Marketing Strategy, Copy Editing, Digital Marketing, Email Marketing, Reputation Management, Journalism, Message Development, Corporate Branding, Communications Planning, Facebook, Advertising, Content Strategy, Publications, Brand Development, Event Planning, Creative Writing, Social Networking, New Media, Event Management, Marketing, Communication Training, Spokesperson, Web Content, Digital Media, Editorial, Speech Writing
Education
College of the Holy Cross 1985 — 1989
BA, English
Newport Christian High School 1982 — 1984
Elsevier July 2012 - Present
KNB Communications January 2005 - July 2012
The Other Side of the Tracks, LLC 2005 - 2009
Above The Fold Public Relations, LLC January 2005 - January 2006
Martino & Binzer April 2003 - December 2004
JPMorgan Chase September 2001 - April 2003
RLM Public Relations March 2000 - September 2001
OppenheimerFunds December 1998 - March 2000
Webster Bank 1995 - 1998
New Haven Register 1992 - 1995
Skills
Mergers, Communications Strategy, Integrated Marketing, Healthcare, Publishing, Media Relations, Corporate Communications, Internal Communications, Strategic Communications, Copywriting, Crisis Communications, Marketing Communications, Editing, Publicity, Press Releases, Social Media, New Business Development, Content Management, Blogging, Content Development, Public Affairs, Social Media Marketing, Newsletters, Marketing Strategy, Copy Editing, Digital Marketing, Email Marketing, Reputation Management, Journalism, Message Development, Corporate Branding, Communications Planning, Facebook, Advertising, Content Strategy, Publications, Brand Development, Event Planning, Creative Writing, Social Networking, New Media, Event Management, Marketing, Communication Training, Spokesperson, Web Content, Digital Media, Editorial, Speech Writing
Education
College of the Holy Cross 1985 — 1989
BA, English
Newport Christian High School 1982 — 1984
Timothy Schoeffler Timothy Schoeffler's OppenheimerFunds Experience 1988 - 2000
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
Brandon Gossett Brandon Gossett's OppenheimerFunds Experience October 2011 - March 2013
Job National Operations Officer / Real Estate Broker
Industry Real Estate
Experience
Redefy Real Estate February 2013 - Present
Flip Supply Cabinet & Granite September 2014 - Present
OppenheimerFunds October 2011 - March 2013
OppenheimerFunds February 2011 - October 2011
OppenheimerFunds May 2009 - January 2011
Oppenheimer Funds October 2007 - August 2010
OppenheimerFunds October 2007 - May 2009
Rocky Mountain Golf Academy June 2006 - August 2006
Bold Living Society June 2001 - August 2006
Skills
CFA Level One, CFA Level Two Candidate, Series 6, Real Estate, E-commerce, Management
Education
Colorado Christian University 2005 — 2007
International Studies, International Studies, Economics
Redefy Real Estate February 2013 - Present
Flip Supply Cabinet & Granite September 2014 - Present
OppenheimerFunds October 2011 - March 2013
OppenheimerFunds February 2011 - October 2011
OppenheimerFunds May 2009 - January 2011
Oppenheimer Funds October 2007 - August 2010
OppenheimerFunds October 2007 - May 2009
Rocky Mountain Golf Academy June 2006 - August 2006
Bold Living Society June 2001 - August 2006
Skills
CFA Level One, CFA Level Two Candidate, Series 6, Real Estate, E-commerce, Management
Education
Colorado Christian University 2005 — 2007
International Studies, International Studies, Economics
Jack Atchue Jack Atchue's OppenheimerFunds Experience May 2014 - August 2014
Job Discretionary Trader at Gelber Group
Industry Financial Services
Experience
Gelber Group LLC August 2015 - Present
OppenheimerFunds May 2014 - August 2014
OppenheimerFunds May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
Williams College 2011 — 2015
Bachelor's degree, Political Economy
Charles University in Prague 2014 — 2014
Economics
Gelber Group LLC August 2015 - Present
OppenheimerFunds May 2014 - August 2014
OppenheimerFunds May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
Williams College 2011 — 2015
Bachelor's degree, Political Economy
Charles University in Prague 2014 — 2014
Economics
Jill Guerrido Jill Guerrido's OppenheimerFunds Experience September 2002 - April 2005
Job Assistant Vice President Compliance Analyst
Industry Banking
Experience
Credit Suisse 2007 - 2011
General Motors Asset Management July 2006 - July 2007
Allianz Global Investors May 2005 - July 2006
OppenheimerFunds September 2002 - April 2005
AXA Equitable October 1999 - September 2002
Skills
AML, FINRA, Fixed Income, Hedge Funds, KYC, Risk Management, Securities, Anti Money Laundering, Capital Markets, Investment Banking
Education
John Jay College of Criminal Justice 1998 — 2001
Bachelor of Arts (BA), Forensic Psychology
Berkeley College-New York 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Cathedral High School 1992 — 1996
High School Diploma, General Studies
Credit Suisse 2007 - 2011
General Motors Asset Management July 2006 - July 2007
Allianz Global Investors May 2005 - July 2006
OppenheimerFunds September 2002 - April 2005
AXA Equitable October 1999 - September 2002
Skills
AML, FINRA, Fixed Income, Hedge Funds, KYC, Risk Management, Securities, Anti Money Laundering, Capital Markets, Investment Banking
Education
John Jay College of Criminal Justice 1998 — 2001
Bachelor of Arts (BA), Forensic Psychology
Berkeley College-New York 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Cathedral High School 1992 — 1996
High School Diploma, General Studies
Zulma Chaviano Zulma Chaviano's OppenheimerFunds Experience June 1985 - March 2005
Job Director, SL Green Realty Corp
Industry Real Estate
Experience
SL Green Realty Corp. July 2008 - Present
Ted Moudis Associates July 2008 - March 2009
OppenheimerFunds June 1985 - March 2005
Education
City University of New York
SL Green Realty Corp. July 2008 - Present
Ted Moudis Associates July 2008 - March 2009
OppenheimerFunds June 1985 - March 2005
Education
City University of New York
Loiseau, Karl-Henri Loiseau, Karl-Henri's OppenheimerFunds Experience June 2008 - September 2013
Job Talent Systems Administrator at Cablevision
Industry Telecommunications
Experience
Cablevision September 2014 - Present
OppenheimerFunds June 2008 - September 2013
OppenheimerFunds December 2007 - June 2008
OppenheimerFunds September 2001 - December 2007
The Career Center 1998 - 1999
NYC Transit June 1995 - 1997
Skills
Business Analysis, Project Management, Vendor Management, Change Management, Program Management, Process Improvement, Performance Management, SDLC, Cross-functional Team..., Strategy, Analysis, Organizational..., Business Process..., Talent Management, Leadership, Coaching, Training, Employee Engagement
Education
City University of New York City College
BE, Electrical Engineering
Cablevision September 2014 - Present
OppenheimerFunds June 2008 - September 2013
OppenheimerFunds December 2007 - June 2008
OppenheimerFunds September 2001 - December 2007
The Career Center 1998 - 1999
NYC Transit June 1995 - 1997
Skills
Business Analysis, Project Management, Vendor Management, Change Management, Program Management, Process Improvement, Performance Management, SDLC, Cross-functional Team..., Strategy, Analysis, Organizational..., Business Process..., Talent Management, Leadership, Coaching, Training, Employee Engagement
Education
City University of New York City College
BE, Electrical Engineering
Morgan McDevitt Morgan McDevitt's OppenheimerFunds Experience October 2004 - August 2006
Job Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP October 2014 - Present
Morgan, Lewis & Bockius LLP October 2010 - October 2014
The Pew Charitable Trusts September 2009 - October 2010
Morgan, Lewis & Bockius LLP May 2008 - August 2008
Commodity Futures Trading Commission June 2007 - September 2007
OppenheimerFunds October 2004 - August 2006
Brown Brothers Harriman June 2000 - January 2004
Skills
M&A, Private Equity, Finance, Securities, Entity Formations, Corporate Law, Due Diligence, Securities Offerings, Securities Regulation, Secured Financing, Asset Dispositions, Corporate Governance, Non-profits, Commercial Contract..., Contract Negotiation, Joint Ventures, Mergers
Education
Cornell Law School 2006 — 2009
J.D., Concentration in Business Law and Regulation
Colby College 1996 — 2000
BA, International Studies, French Studies, Magna Cum Laude
Hamilton College Junior Year Abroad (Paris) 1998 — 1999
French Studies
Morgan, Lewis & Bockius LLP October 2014 - Present
Morgan, Lewis & Bockius LLP October 2010 - October 2014
The Pew Charitable Trusts September 2009 - October 2010
Morgan, Lewis & Bockius LLP May 2008 - August 2008
Commodity Futures Trading Commission June 2007 - September 2007
OppenheimerFunds October 2004 - August 2006
Brown Brothers Harriman June 2000 - January 2004
Skills
M&A, Private Equity, Finance, Securities, Entity Formations, Corporate Law, Due Diligence, Securities Offerings, Securities Regulation, Secured Financing, Asset Dispositions, Corporate Governance, Non-profits, Commercial Contract..., Contract Negotiation, Joint Ventures, Mergers
Education
Cornell Law School 2006 — 2009
J.D., Concentration in Business Law and Regulation
Colby College 1996 — 2000
BA, International Studies, French Studies, Magna Cum Laude
Hamilton College Junior Year Abroad (Paris) 1998 — 1999
French Studies
Joseph Bednar Joseph Bednar's OppenheimerFunds Experience 1999 - Present
Job Senior Graphic Designer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 1999 - Present
Bankers Trust 1994 - 1999
Freelance 1988 - 1994
The New School for Social Research 1984 - 1988
Parsons School of Design 1979 - 1982
Hunter College 1977 - 1979
Skills
Graphic Design, Email Marketing, Graphics, Advertising, Logo Design, Brochures, Newsletters, Adobe Creative Suite, Copywriting, Art, Marketing, Corporate Communications, Typography, QuarkXPress, Direct Mail, Creative Direction, Adobe Acrobat, Branding & Identity, Art Direction, Collateral, Corporate Branding, Corporate Identity, Drawing
Education
Hunter College
BA, Fine Arts
Yale University
MFA, Graphic Design
OppenheimerFunds 1999 - Present
Bankers Trust 1994 - 1999
Freelance 1988 - 1994
The New School for Social Research 1984 - 1988
Parsons School of Design 1979 - 1982
Hunter College 1977 - 1979
Skills
Graphic Design, Email Marketing, Graphics, Advertising, Logo Design, Brochures, Newsletters, Adobe Creative Suite, Copywriting, Art, Marketing, Corporate Communications, Typography, QuarkXPress, Direct Mail, Creative Direction, Adobe Acrobat, Branding & Identity, Art Direction, Collateral, Corporate Branding, Corporate Identity, Drawing
Education
Hunter College
BA, Fine Arts
Yale University
MFA, Graphic Design
Ka Wo Chen Ka Wo Chen's OppenheimerFunds Experience May 2012 - August 2012
Job Trading Strategy Quant Analyst at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. January 2015 - Present
Citi September 2014 - December 2014
Citi March 2013 - August 2014
OppenheimerFunds May 2012 - August 2012
DBS Bank June 2010 - August 2010
Advanced Sun Wah Electronic Co. Ltd. June 2009 - July 2009
Skills
Credit Derivatives, C++, Python, KDB+, VBA, Stochastic Calculus, Convex Optimization, Monte Carlo Simulation, Matlab, R, Linear Models, Probability Theory, JavaScript, HTML5, Proofreading, Java
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
MS in Computational Finance, Financial Engineering, 4.17/4.33
The University of Hong Kong 2008 — 2011
BBA (International Business and Global Management), International Business and Global Management, 3.7/4.0
The University of Edinburgh 2010 — 2010
Exchange studies
KCG Holdings, Inc. January 2015 - Present
Citi September 2014 - December 2014
Citi March 2013 - August 2014
OppenheimerFunds May 2012 - August 2012
DBS Bank June 2010 - August 2010
Advanced Sun Wah Electronic Co. Ltd. June 2009 - July 2009
Skills
Credit Derivatives, C++, Python, KDB+, VBA, Stochastic Calculus, Convex Optimization, Monte Carlo Simulation, Matlab, R, Linear Models, Probability Theory, JavaScript, HTML5, Proofreading, Java
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
MS in Computational Finance, Financial Engineering, 4.17/4.33
The University of Hong Kong 2008 — 2011
BBA (International Business and Global Management), International Business and Global Management, 3.7/4.0
The University of Edinburgh 2010 — 2010
Exchange studies
Magalie Rodriguez's OppenheimerFunds Experience November 2007 - March 2011
Job Print Solutions Specialist
Industry Printing
Experience
OppenheimerFunds November 2007 - March 2011
Citigroup May 2006 - November 2007
Skills
Direct Mail, Advertising, Direct Marketing, Print Management, Variable Data Printing, Digital Printing, Vendor Management, Purchasing, Account Management, Integrated Marketing, Collateral, Adobe Acrobat, Catalogs, Offset Printing, Email Marketing
Education
College of Mount Saint Vincent 1999 — 2003
BA, Sociology/Criminal Justice
Manhattan College 1999 — 2003
BA, Sociology/Criminal Justice
OppenheimerFunds November 2007 - March 2011
Citigroup May 2006 - November 2007
Skills
Direct Mail, Advertising, Direct Marketing, Print Management, Variable Data Printing, Digital Printing, Vendor Management, Purchasing, Account Management, Integrated Marketing, Collateral, Adobe Acrobat, Catalogs, Offset Printing, Email Marketing
Education
College of Mount Saint Vincent 1999 — 2003
BA, Sociology/Criminal Justice
Manhattan College 1999 — 2003
BA, Sociology/Criminal Justice
James Concepcion James Concepcion's OppenheimerFunds Experience January 2002 - Present
Job Vice President, Wealth Management Group
Industry Financial Services
Experience
OppenheimerFunds January 2002 - Present
JP Morgan April 1997 - January 2001
Alliance Capital Management 1996 - 1997
Skills
Financial Advisory, Sales Operations, Sales, Mutual Funds, Series 7, Wealth Management, Banking, Sales Process, Marketing, Investments, Financial Modeling
Education
Rutgers University-New Brunswick 1990 — 1994
BA, Political Science
College for Financial Planning
AWMA - Accredited Wealth Management Analyst
OppenheimerFunds January 2002 - Present
JP Morgan April 1997 - January 2001
Alliance Capital Management 1996 - 1997
Skills
Financial Advisory, Sales Operations, Sales, Mutual Funds, Series 7, Wealth Management, Banking, Sales Process, Marketing, Investments, Financial Modeling
Education
Rutgers University-New Brunswick 1990 — 1994
BA, Political Science
College for Financial Planning
AWMA - Accredited Wealth Management Analyst
Matt Almanza, CRPS® Matt Almanza, CRPS®'s OppenheimerFunds Experience April 2006 - September 2011
Job Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2015 - Present
ePlan Services, Inc. August 2013 - December 2014
Paychex June 2012 - August 2013
Paychex November 2011 - June 2012
ePlan Services, Inc. November 2011 - June 2012
OppenheimerFunds April 2006 - September 2011
OppenheimerFunds April 2005 - April 2006
OppenheimerFunds September 1999 - April 2005
Skills
401k, Retirement Planning, Retirement, Mutual Funds, Series 63, Financial Services
Education
College for Financial Planning 2010 — 2010
CRPS
Chapman University 1989 — 1991
Santa Ana College 1988 — 1989
Mutual of America January 2015 - Present
ePlan Services, Inc. August 2013 - December 2014
Paychex June 2012 - August 2013
Paychex November 2011 - June 2012
ePlan Services, Inc. November 2011 - June 2012
OppenheimerFunds April 2006 - September 2011
OppenheimerFunds April 2005 - April 2006
OppenheimerFunds September 1999 - April 2005
Skills
401k, Retirement Planning, Retirement, Mutual Funds, Series 63, Financial Services
Education
College for Financial Planning 2010 — 2010
CRPS
Chapman University 1989 — 1991
Santa Ana College 1988 — 1989
Jane Ackerman's OppenheimerFunds Experience August 1992 - March 1996
Job Global Head of Brand and Integrated Marketing
Industry Financial Services
Experience
Broadridge May 2015 - Present
J.P. Morgan Asset Management May 2012 - April 2015
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management October 2009 - June 2011
J.P. Morgan Asset Management July 2007 - September 2009
AllianceBernstein Investments July 2005 - June 2007
American Century Investments April 1996 - July 2005
OppenheimerFunds August 1992 - March 1996
Grey Direct March 1990 - July 1992
Skills
Digital Marketing, Marketing Strategy, Direct Marketing, Corporate Communications, Brand Management, Social Media, Advertising, B2B Marketing, Marketing Research, Content Strategy, Public Relations, Sponsorship, Team Building, Integrated Marketing, Marketing Communications, Digital Strategy, Email Marketing, Online Advertising, Social Media Marketing, Financial Services, Leadership, Strategy, Marketing, Management, Brand Development
Education
Colgate University 1984 — 1988
BA, English
Broadridge May 2015 - Present
J.P. Morgan Asset Management May 2012 - April 2015
J.P. Morgan Asset Management July 2011 - April 2012
J.P. Morgan Asset Management October 2009 - June 2011
J.P. Morgan Asset Management July 2007 - September 2009
AllianceBernstein Investments July 2005 - June 2007
American Century Investments April 1996 - July 2005
OppenheimerFunds August 1992 - March 1996
Grey Direct March 1990 - July 1992
Skills
Digital Marketing, Marketing Strategy, Direct Marketing, Corporate Communications, Brand Management, Social Media, Advertising, B2B Marketing, Marketing Research, Content Strategy, Public Relations, Sponsorship, Team Building, Integrated Marketing, Marketing Communications, Digital Strategy, Email Marketing, Online Advertising, Social Media Marketing, Financial Services, Leadership, Strategy, Marketing, Management, Brand Development
Education
Colgate University 1984 — 1988
BA, English
David York's OppenheimerFunds Experience 2012 - 2015
Job Director of Compliance
Industry Investment Management
Experience
OppenheimerFunds 2012 - 2015
AXA Investment Managers 2009 - 2012
AXA Investment Managers 2006 - 2009
Citi 2003 - 2006
ING Investment Management 2000 - 2003
JP Morgan Chase 1998 - 2000
State Street 1995 - 1998
Macquarie Group 1992 - 1994
Skills
Mutual Funds, AML, Asset Management, Investments, Securities, Fixed Income, Trading, Corporate Governance, Hedge Funds, Anti Money Laundering, Asset Managment, Alternative Investments, Compliance, Oversight, Investment Advisers Act, Financial Regulation, FINRA, Financial Services, Investment Advisory, Compliance Management, Investment Company Act, Investment Advisor..., Cross-cultural Teams, Company Secretarial Work
Education
University of Technology Sydney 1998 — 2000
M.Bus., Finance
Charles Sturt University 1987 — 1990
Bachelor of Business, Banking & Finance
OppenheimerFunds 2012 - 2015
AXA Investment Managers 2009 - 2012
AXA Investment Managers 2006 - 2009
Citi 2003 - 2006
ING Investment Management 2000 - 2003
JP Morgan Chase 1998 - 2000
State Street 1995 - 1998
Macquarie Group 1992 - 1994
Skills
Mutual Funds, AML, Asset Management, Investments, Securities, Fixed Income, Trading, Corporate Governance, Hedge Funds, Anti Money Laundering, Asset Managment, Alternative Investments, Compliance, Oversight, Investment Advisers Act, Financial Regulation, FINRA, Financial Services, Investment Advisory, Compliance Management, Investment Company Act, Investment Advisor..., Cross-cultural Teams, Company Secretarial Work
Education
University of Technology Sydney 1998 — 2000
M.Bus., Finance
Charles Sturt University 1987 — 1990
Bachelor of Business, Banking & Finance
Elizabeth Levesque's OppenheimerFunds Experience August 2007 - June 2011
Job
Industry Consumer Services
Experience
Boston University January 2015 - July 2015
Cedar Property Maintenance March 2012 - January 2015
North Shore Association of REALTORS® May 2014 - June 2014
Accounting Management Solutions, Inc. March 2012 - May 2012
The Mayo Group September 2011 - March 2012
OppenheimerFunds August 2007 - June 2011
Boston Symphony Orchestra September 2003 - August 2007
ELL 2001 - 2003
Converge 2001 - 2002
Oracle April 1999 - June 2001
Skills
Marketing, Social Media, Training, Budgets, Social Media Marketing, Research, Outlook, Management, Investments, Microsoft Excel, Sales, Public Speaking, PowerPoint, Asset Allocation, Nonprofits, Non-profits, Microsoft Office, Microsoft Word, Relationship Management, Software Documentation, Windows, Salesforce.com, Mac OS, Apple Pages, Keynote, Apple Numbers, Apple Safari, Constant Contact, Skype, Facebook, Twitter
Education
Western Governors University 2012 — 2014
Bachelor of Science (B.S.), Marketing Management
Clean Edison 2011 — 2011
Certificate, Green 101 - Introduction to the New Economy
Green Education Services 2011 — 2011
Certificate, BPI Training
Capella University 2010 — 2011
Coursework Completed, Project Management
Commonwealth Corp. 2003 — 2004
Certificate, Entrepreneurial
McIntosh College 2000 — 2002
Associate's degree, Business Mgt., Computer Studies
Boston University January 2015 - July 2015
Cedar Property Maintenance March 2012 - January 2015
North Shore Association of REALTORS® May 2014 - June 2014
Accounting Management Solutions, Inc. March 2012 - May 2012
The Mayo Group September 2011 - March 2012
OppenheimerFunds August 2007 - June 2011
Boston Symphony Orchestra September 2003 - August 2007
ELL 2001 - 2003
Converge 2001 - 2002
Oracle April 1999 - June 2001
Skills
Marketing, Social Media, Training, Budgets, Social Media Marketing, Research, Outlook, Management, Investments, Microsoft Excel, Sales, Public Speaking, PowerPoint, Asset Allocation, Nonprofits, Non-profits, Microsoft Office, Microsoft Word, Relationship Management, Software Documentation, Windows, Salesforce.com, Mac OS, Apple Pages, Keynote, Apple Numbers, Apple Safari, Constant Contact, Skype, Facebook, Twitter
Education
Western Governors University 2012 — 2014
Bachelor of Science (B.S.), Marketing Management
Clean Edison 2011 — 2011
Certificate, Green 101 - Introduction to the New Economy
Green Education Services 2011 — 2011
Certificate, BPI Training
Capella University 2010 — 2011
Coursework Completed, Project Management
Commonwealth Corp. 2003 — 2004
Certificate, Entrepreneurial
McIntosh College 2000 — 2002
Associate's degree, Business Mgt., Computer Studies
Patrick S. Adams, CFA's OppenheimerFunds Experience 2006 - 2011
Job ThreeRidge Capital
Industry Investment Management
Experience
ThreeRidge Capital 2015 - Present
Carlson Capital, L.P. 2012 - 2015
OppenheimerFunds 2006 - 2011
Stadia Capital 2002 - 2006
Marc Rich Holding 1995 - 1998
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Claremont McKenna College 1990 — 1994
St. Mark's School of Texas
ThreeRidge Capital 2015 - Present
Carlson Capital, L.P. 2012 - 2015
OppenheimerFunds 2006 - 2011
Stadia Capital 2002 - 2006
Marc Rich Holding 1995 - 1998
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Claremont McKenna College 1990 — 1994
St. Mark's School of Texas
Paul Goldenberg's OppenheimerFunds Experience 1999 - 2003
Job at Grant Thornton LLP
Industry Information Technology and Services
Experience
Grant Thornton LLP March 2011 - Present
LECG February 2006 - March 2011
Oppenheimerfunds 1999 - 2003
Advantageware 1992 - 1998
Skills
Risk Management, Business Analysis, IT Strategy, Process Improvement, Business Process..., Business Intelligence, SDLC, Program Management, Management Consulting, Project Management, IT Management, PMO, Governance, Business Process, Enterprise Architecture, Project Delivery, Business Transformation, Project Portfolio..., Integration, Software Project..., Vendor Management, Business Process..., Requirements Analysis, Requirements Gathering
Education
City University of New York-Herbert H. Lehman College 1964 — 1969
Grant Thornton LLP March 2011 - Present
LECG February 2006 - March 2011
Oppenheimerfunds 1999 - 2003
Advantageware 1992 - 1998
Skills
Risk Management, Business Analysis, IT Strategy, Process Improvement, Business Process..., Business Intelligence, SDLC, Program Management, Management Consulting, Project Management, IT Management, PMO, Governance, Business Process, Enterprise Architecture, Project Delivery, Business Transformation, Project Portfolio..., Integration, Software Project..., Vendor Management, Business Process..., Requirements Analysis, Requirements Gathering
Education
City University of New York-Herbert H. Lehman College 1964 — 1969
Becky (Mattice) Dorsey's OppenheimerFunds Experience September 2004 - September 2005
Job Benefits Auditor at Envision Healthcare Corporation
Industry Human Resources
Experience
Envision Healthcare Corporation January 2014 - Present
Envision Healthcare Corporation January 2012 - December 2013
HealthTrans May 2011 - January 2012
HealthTrans November 2008 - November 2011
HealthTrans September 2005 - November 2008
OppenheimerFunds September 2004 - September 2005
Toshiba Business Solutions August 2003 - September 2004
All Copy Products October 2001 - June 2003
Skills
Employee Benefits, Process Improvement, Pharmacy Benefit..., Healthcare, Team Building, Strategic Planning, Budgets, Account Management, Managed Care, Customer Service, Financial Analysis, Project Management, Leadership, Benefits Administration, Human Resources
Education
Capella University 2004 — 2006
Masters of Science, Organizational Management with an emphasis in Human Resources
University of Denver - Daniels College of Business 1999 — 2003
Bachelor of Science, Business Administration
Envision Healthcare Corporation January 2014 - Present
Envision Healthcare Corporation January 2012 - December 2013
HealthTrans May 2011 - January 2012
HealthTrans November 2008 - November 2011
HealthTrans September 2005 - November 2008
OppenheimerFunds September 2004 - September 2005
Toshiba Business Solutions August 2003 - September 2004
All Copy Products October 2001 - June 2003
Skills
Employee Benefits, Process Improvement, Pharmacy Benefit..., Healthcare, Team Building, Strategic Planning, Budgets, Account Management, Managed Care, Customer Service, Financial Analysis, Project Management, Leadership, Benefits Administration, Human Resources
Education
Capella University 2004 — 2006
Masters of Science, Organizational Management with an emphasis in Human Resources
University of Denver - Daniels College of Business 1999 — 2003
Bachelor of Science, Business Administration
Barbra Tolentino Mockus's OppenheimerFunds Experience October 2006 - May 2011
Job Graphic Designer at Cardiovascular Research Foundation
Industry Graphic Design
Experience
Cardiovascular Research Foundation August 2013 - Present
Real Estate Arts May 2011 - July 2013
Beyer Blinder Belle December 2007 - December 2011
OppenheimerFunds October 2006 - May 2011
C&G Partners May 2010 - May 2010
AllianceBernstein February 2010 - March 2010
The College Board November 2009 - December 2009
Merrill Lynch November 2007 - December 2007
USA WEEKEND Magazine November 2007 - November 2007
Langton Cherubino Group October 2006 - October 2007
Skills
Graphic Design, Graphics, Typography, Brochures, Logo Design, Art Direction, Layout, Posters, Image Manipulation, Visual Communication, Pre-press, Corporate Identity, Banners, Catalogs, Direct Mail, Invitations, Photoshop
Education
University of the Arts London 2005 — 2005
MA, Graphic Design
The School of the Art Institute of Chicago 2003 — 2004
MFA, Studio, Visual Communication (1st year completed)
College for Creative Studies 2001 — 2001
De Program International Summer Graphic Design Program
University of Wisconsin-Milwaukee 1995 — 1999
BFA, Graphic Design
Cardiovascular Research Foundation August 2013 - Present
Real Estate Arts May 2011 - July 2013
Beyer Blinder Belle December 2007 - December 2011
OppenheimerFunds October 2006 - May 2011
C&G Partners May 2010 - May 2010
AllianceBernstein February 2010 - March 2010
The College Board November 2009 - December 2009
Merrill Lynch November 2007 - December 2007
USA WEEKEND Magazine November 2007 - November 2007
Langton Cherubino Group October 2006 - October 2007
Skills
Graphic Design, Graphics, Typography, Brochures, Logo Design, Art Direction, Layout, Posters, Image Manipulation, Visual Communication, Pre-press, Corporate Identity, Banners, Catalogs, Direct Mail, Invitations, Photoshop
Education
University of the Arts London 2005 — 2005
MA, Graphic Design
The School of the Art Institute of Chicago 2003 — 2004
MFA, Studio, Visual Communication (1st year completed)
College for Creative Studies 2001 — 2001
De Program International Summer Graphic Design Program
University of Wisconsin-Milwaukee 1995 — 1999
BFA, Graphic Design
Jared Jessop's OppenheimerFunds Experience November 2014 - Present
Job Sr. CLO Analyst at OppenheimerFunds
Industry Banking
Experience
OppenheimerFunds November 2014 - Present
U.S. Bank September 2013 - November 2014
U.S. Bank January 2011 - September 2013
U.S. Bank November 2006 - December 2010
Quicken Loans June 2003 - October 2006
Skills
Access, Capital Markets, Financial Modeling, Loans, Banking, Analytics, Forecasting, VBA, Financial Analysis, Bloomberg, CDO, SQL, Customer Service, Microsoft Excel, Structured Finance, Trading, Credit, Fixed Income, Portfolio Management, Modeling, Excel, Financial Reporting, Customer Relations, Mortgage, Data Analysis, Compliance, Cognos
Education
Central Piedmont Community College
Computer Technology Integration, SQL Server & Oracle Administration
Western Michigan University - Haworth College of Business
Bachelors of Business Administration, Finance
OppenheimerFunds November 2014 - Present
U.S. Bank September 2013 - November 2014
U.S. Bank January 2011 - September 2013
U.S. Bank November 2006 - December 2010
Quicken Loans June 2003 - October 2006
Skills
Access, Capital Markets, Financial Modeling, Loans, Banking, Analytics, Forecasting, VBA, Financial Analysis, Bloomberg, CDO, SQL, Customer Service, Microsoft Excel, Structured Finance, Trading, Credit, Fixed Income, Portfolio Management, Modeling, Excel, Financial Reporting, Customer Relations, Mortgage, Data Analysis, Compliance, Cognos
Education
Central Piedmont Community College
Computer Technology Integration, SQL Server & Oracle Administration
Western Michigan University - Haworth College of Business
Bachelors of Business Administration, Finance
Anthony Pira's OppenheimerFunds Experience 1992 - 1997
Job VP Third Party Risk Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Citi 2002 - July 2013
Citigroup September 1999 - July 2013
Citi Markets & Banking / Capital Markets Operations / Finance & Control 1999 - July 2013
CITIGROUP ASSET MANAGEMENT 1999 - 2000
OppenheimerFunds 1992 - 1997
Skills
CISA, Information Security, Risk Management, Vendor Management, SDLC, Business Continuity, Disaster Recovery, Information Security..., Business Analysis, Banking, Financial Risk, IT Strategy
Education
City University of New York-John Jay College of Criminal Justice
JPMorgan Chase August 2013 - Present
Citi 2002 - July 2013
Citigroup September 1999 - July 2013
Citi Markets & Banking / Capital Markets Operations / Finance & Control 1999 - July 2013
CITIGROUP ASSET MANAGEMENT 1999 - 2000
OppenheimerFunds 1992 - 1997
Skills
CISA, Information Security, Risk Management, Vendor Management, SDLC, Business Continuity, Disaster Recovery, Information Security..., Business Analysis, Banking, Financial Risk, IT Strategy
Education
City University of New York-John Jay College of Criminal Justice
Jill Gold's OppenheimerFunds Experience 1995 - 1999
Job SVP Compensation, Benefits & HRIS at J. Crew
Industry Retail
Experience
J.Crew VP - Compensation, Benefits & HRISJ. CrewSeptember 2009 - April 2014
J. Crew March 2000 - July 2010
PricewaterhouseCoopers 1999 - 2000
Oppenheimerfunds 1995 - 1999
Skills
Employee Benefits, HRIS, Deferred Compensation, Human Resources, Compensation & Benefits, Onboarding, Leadership, Benefits Administration, Succession Planning, Performance Management, Employee Relations, Compensation, Talent Management
Education
City University of New York-Brooklyn College 1988 — 1992
bs, accounting
J.Crew VP - Compensation, Benefits & HRISJ. CrewSeptember 2009 - April 2014
J. Crew March 2000 - July 2010
PricewaterhouseCoopers 1999 - 2000
Oppenheimerfunds 1995 - 1999
Skills
Employee Benefits, HRIS, Deferred Compensation, Human Resources, Compensation & Benefits, Onboarding, Leadership, Benefits Administration, Succession Planning, Performance Management, Employee Relations, Compensation, Talent Management
Education
City University of New York-Brooklyn College 1988 — 1992
bs, accounting
David Miller, CIMA®, CRPC®'s OppenheimerFunds Experience November 2014 - Present
Job AVP, Strategic Account Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
OppenheimerFunds June 2011 - October 2014
AXA Distributors September 2006 - February 2011
AXA Distributors December 2004 - September 2006
JP Morgan Chase December 2003 - November 2004
Citicorp Investment Services January 2002 - December 2003
Citicorp Investment Services July 2000 - January 2002
Skills
Alternative Investments, Series 7, Leadership, Business Relationship..., Project Management, Market Research, 401k, Series 63, Mutual Funds, Fixed Annuities
Education
College for Financial Planning 2009 — 2009
CRPC, Chartered Retirement Planning Counselor
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Certified Investment Management Analyst
Quinnipiac University - School of Business 1995 — 1999
BS, Marketing
OppenheimerFunds November 2014 - Present
OppenheimerFunds June 2011 - October 2014
AXA Distributors September 2006 - February 2011
AXA Distributors December 2004 - September 2006
JP Morgan Chase December 2003 - November 2004
Citicorp Investment Services January 2002 - December 2003
Citicorp Investment Services July 2000 - January 2002
Skills
Alternative Investments, Series 7, Leadership, Business Relationship..., Project Management, Market Research, 401k, Series 63, Mutual Funds, Fixed Annuities
Education
College for Financial Planning 2009 — 2009
CRPC, Chartered Retirement Planning Counselor
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Certified Investment Management Analyst
Quinnipiac University - School of Business 1995 — 1999
BS, Marketing
Chitra Siwlal's OppenheimerFunds Experience September 2013 - Present
Job Paralegal at OppenheimerFunds
Industry Legal Services
Experience
OppenheimerFunds September 2013 - Present
NorthStar Realty Finance Corp. April 2012 - July 2013
Debevoise & Plimpton August 2004 - April 2012
Skills
Document Review, Westlaw, Corporate Law, Legal Research, Corporate Governance
Education
John Jay College of Criminal Justice 2000 — 2006
Bachelor of Arts (BA)/Master's degree (MA), Forensic Psychology, Magna Cum Laude
Brooklyn Technical High School 1996 — 2000
OppenheimerFunds September 2013 - Present
NorthStar Realty Finance Corp. April 2012 - July 2013
Debevoise & Plimpton August 2004 - April 2012
Skills
Document Review, Westlaw, Corporate Law, Legal Research, Corporate Governance
Education
John Jay College of Criminal Justice 2000 — 2006
Bachelor of Arts (BA)/Master's degree (MA), Forensic Psychology, Magna Cum Laude
Brooklyn Technical High School 1996 — 2000
Leo Tsvayg's OppenheimerFunds Experience July 2010 - Present
Job Head of the Enterprise Data Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2010 - Present
OppenheimerFunds January 2007 - July 2010
OppenheimerFunds July 2004 - December 2006
OppenheimerFunds October 1998 - June 2004
OppenheimerFunds October 1996 - October 1998
Skills
Mutual Funds, Fixed Income, Trading Systems, Asset Management, Equities, Program Management, Business Analysis, Leadership, Enterprise Architecture, Relationship Management, Investments, Financial Services, Reference Data, Derivatives, SDLC, Hedge Funds, Portfolio Management, Market Data, Bloomberg, Alternative Investments, IT Strategy, Vendor Management, Risk Management, Sybase, Electronic Trading, Requirements Gathering, Business Intelligence, Capital Markets, Data Quality, Equity Derivatives, Securities, Strategy, Financial Markets, Data Warehousing, Requirements Analysis, Agile Methodologies, SQL, Integration, Management
Education
City University of New York-Brooklyn College 1993 — 1996
BS, Information Science
OppenheimerFunds July 2010 - Present
OppenheimerFunds January 2007 - July 2010
OppenheimerFunds July 2004 - December 2006
OppenheimerFunds October 1998 - June 2004
OppenheimerFunds October 1996 - October 1998
Skills
Mutual Funds, Fixed Income, Trading Systems, Asset Management, Equities, Program Management, Business Analysis, Leadership, Enterprise Architecture, Relationship Management, Investments, Financial Services, Reference Data, Derivatives, SDLC, Hedge Funds, Portfolio Management, Market Data, Bloomberg, Alternative Investments, IT Strategy, Vendor Management, Risk Management, Sybase, Electronic Trading, Requirements Gathering, Business Intelligence, Capital Markets, Data Quality, Equity Derivatives, Securities, Strategy, Financial Markets, Data Warehousing, Requirements Analysis, Agile Methodologies, SQL, Integration, Management
Education
City University of New York-Brooklyn College 1993 — 1996
BS, Information Science
Anthony Mazzariello's OppenheimerFunds Experience September 2009 - Present
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2009 - Present
Sovereign Bank 2008 - September 2009
Goldman Sachs & Company 2005 - 2008
OppenheimerFunds 1998 - 2005
Putnam Investments 1993 - 1998
Putnam Investments 1993 - 1998
Education
Castleton University 1989 — 1993
OppenheimerFunds September 2009 - Present
Sovereign Bank 2008 - September 2009
Goldman Sachs & Company 2005 - 2008
OppenheimerFunds 1998 - 2005
Putnam Investments 1993 - 1998
Putnam Investments 1993 - 1998
Education
Castleton University 1989 — 1993
John Pira's OppenheimerFunds Experience January 2013 - April 2013
Job IT Asset & Procurement Manager at ProBuild Holdings
Industry Information Technology and Services
Experience
ProBuild Holdings April 2013 - Present
OppenheimerFunds January 2013 - April 2013
OppenheimerFunds November 2007 - April 2013
OppenheimerFunds January 2007 - November 2007
OppenheimerFunds January 2006 - January 2007
OppenheimerFunds February 2000 - January 2006
OppenheimerFunds March 1999 - February 2000
OppenheimerFunds January 1998 - March 1999
Skills
Vendor Management, ITIL, Asset Managment, IT Management, IT Service Management, Business Analysis, Process Improvement, Vendor Relationships, IT Asset Management, Windows 7, Service Desk, Integration, Technical Support, Windows, Information Technology, Troubleshooting, Incident Management, IT Operations, Certified Software..., Disaster Recovery, Asset Management, Project Portfolio..., Management, SDLC
Education
Barnes Business College 1991 — 1993
Accounting and Information Technology
City University of New York-College of Staten Island 1989 — 1990
ProBuild Holdings April 2013 - Present
OppenheimerFunds January 2013 - April 2013
OppenheimerFunds November 2007 - April 2013
OppenheimerFunds January 2007 - November 2007
OppenheimerFunds January 2006 - January 2007
OppenheimerFunds February 2000 - January 2006
OppenheimerFunds March 1999 - February 2000
OppenheimerFunds January 1998 - March 1999
Skills
Vendor Management, ITIL, Asset Managment, IT Management, IT Service Management, Business Analysis, Process Improvement, Vendor Relationships, IT Asset Management, Windows 7, Service Desk, Integration, Technical Support, Windows, Information Technology, Troubleshooting, Incident Management, IT Operations, Certified Software..., Disaster Recovery, Asset Management, Project Portfolio..., Management, SDLC
Education
Barnes Business College 1991 — 1993
Accounting and Information Technology
City University of New York-College of Staten Island 1989 — 1990
Noah Jenkins's OppenheimerFunds Experience October 2007 - March 2009
Job Account Manager Software Vertical at NetSuite
Industry Computer Software
Experience
NetSuite January 2015 - Present
TIAA-CREF May 2014 - January 2015
Charles Schwab March 2011 - May 2014
OppenheimerFunds October 2007 - March 2009
Titan Financial Group June 2006 - October 2007
Skills
Enterprise Software, Sales, CRM, Finance, Investment Strategies, Financial Advisory, Marketing, Portfolio Management, Management, Financial Analysis, Retirement Planning, Cloud Computing, SaaS, NetSuite, Negotiation, Business Development, Relationship Management
Education
Colorado Christian University 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Illinois at Chicago 1998 — 2000
Business, Management, Marketing, and Related Support Services
NetSuite January 2015 - Present
TIAA-CREF May 2014 - January 2015
Charles Schwab March 2011 - May 2014
OppenheimerFunds October 2007 - March 2009
Titan Financial Group June 2006 - October 2007
Skills
Enterprise Software, Sales, CRM, Finance, Investment Strategies, Financial Advisory, Marketing, Portfolio Management, Management, Financial Analysis, Retirement Planning, Cloud Computing, SaaS, NetSuite, Negotiation, Business Development, Relationship Management
Education
Colorado Christian University 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Illinois at Chicago 1998 — 2000
Business, Management, Marketing, and Related Support Services
Peggy Miniter's OppenheimerFunds Experience 1996 - 2005
Job Manager, Business Intelligence at Starz Entertainment
Industry Entertainment
Experience
Starz Entertainment June 2015 - Present
Starz Entertainment October 2014 - June 2015
Starz Entertainment February 2010 - October 2014
Boehringer Ingelheim May 2005 - December 2009
OppenheimerFunds 1996 - 2005
V-SPAN 1999 - 2000
Skills
Data Warehousing, Business Intelligence, Cognos, Data Integration, PL/SQL, SQL, SDLC, Databases, ETL, Data Modeling, Microsoft SQL Server, Data Warehouse..., Agile Methodologies, Business Analytics, Requirements Analysis, Database Administration, Master Data Management, Business Analysis, Oracle, OLAP, Visio, Unix, SharePoint, T-SQL, Software Project..., Enterprise Architecture, Requirements Gathering, Crystal Reports, Informatica, Business Intelligence..., Analytics, Database Design
Education
Central Connecticut State University 1992 — 1994
Bachelor of Science (B.S.), Management Information Systems
Ulster County Community College 1987 — 1990
Associate of Arts and Sciences (AAS), Accounting
Starz Entertainment June 2015 - Present
Starz Entertainment October 2014 - June 2015
Starz Entertainment February 2010 - October 2014
Boehringer Ingelheim May 2005 - December 2009
OppenheimerFunds 1996 - 2005
V-SPAN 1999 - 2000
Skills
Data Warehousing, Business Intelligence, Cognos, Data Integration, PL/SQL, SQL, SDLC, Databases, ETL, Data Modeling, Microsoft SQL Server, Data Warehouse..., Agile Methodologies, Business Analytics, Requirements Analysis, Database Administration, Master Data Management, Business Analysis, Oracle, OLAP, Visio, Unix, SharePoint, T-SQL, Software Project..., Enterprise Architecture, Requirements Gathering, Crystal Reports, Informatica, Business Intelligence..., Analytics, Database Design
Education
Central Connecticut State University 1992 — 1994
Bachelor of Science (B.S.), Management Information Systems
Ulster County Community College 1987 — 1990
Associate of Arts and Sciences (AAS), Accounting
Jason Lan, CFA, FRM's OppenheimerFunds Experience 2009 - 2011
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors 2011 - Present
OppenheimerFunds 2009 - 2011
MFS Investment Management 2006 - 2008
Putnam Investments 2004 - 2006
Education
New York University
MS, Mathematical Finance
Carleton University
MS, Mathematics
Tongji University
B. Eng.
State Street Global Advisors 2011 - Present
OppenheimerFunds 2009 - 2011
MFS Investment Management 2006 - 2008
Putnam Investments 2004 - 2006
Education
New York University
MS, Mathematical Finance
Carleton University
MS, Mathematics
Tongji University
B. Eng.
Nichele Brown's OppenheimerFunds Experience 2000 - 2005
Job R&D
Industry Food & Beverages
Experience
Mars Chocolate North America 2013 - Present
Aesculap 2013 - April 2013
Sportcraft November 2005 - June 2011
OppenheimerFunds 2000 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Lotus Notes, PowerPoint, Budgets, Event Planning, Asset Managment, Concur, Vendor Management, Project Management
Education
Northampton Community College 2012 — 2013
John Jay College of Criminal Justice 1987 — 1989
aas, Criminal Justice /minor: Compu Info Systems
Mars Chocolate North America 2013 - Present
Aesculap 2013 - April 2013
Sportcraft November 2005 - June 2011
OppenheimerFunds 2000 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Lotus Notes, PowerPoint, Budgets, Event Planning, Asset Managment, Concur, Vendor Management, Project Management
Education
Northampton Community College 2012 — 2013
John Jay College of Criminal Justice 1987 — 1989
aas, Criminal Justice /minor: Compu Info Systems
Chris Nicolosi's OppenheimerFunds Experience July 1996 - September 2001
Job Certified Professional Life Coach & Counselor
Industry Management Consulting
Experience
Self Employed May 2002 - Present
Self Employed August 1996 - Present
World Health Industries, Inc. January 2013 - August 2013
Freightquote.com July 2008 - January 2013
Success Hotline 2011 - 2011
Grace Evangelical Church December 2006 - March 2008
OppenheimerFunds July 1996 - September 2001
Skills
Leadership Development, Leadership, Marketing, Nonprofits, Program Management, Public Speaking, Recruiting, Team Building, Team Leadership, Training, Budgets, Sales, Customer Service, Employee Relations
Education
Trinity Seminary and Bible College 2002 — 2005
Associates, Pastoral, Youth, and Counseling
Colorado Mountain College 1997 — 2000
Leadership Development, Sales & Marketing, Speech
Capella University
Behavioral Sciences
Cazenovia High School
Self Employed May 2002 - Present
Self Employed August 1996 - Present
World Health Industries, Inc. January 2013 - August 2013
Freightquote.com July 2008 - January 2013
Success Hotline 2011 - 2011
Grace Evangelical Church December 2006 - March 2008
OppenheimerFunds July 1996 - September 2001
Skills
Leadership Development, Leadership, Marketing, Nonprofits, Program Management, Public Speaking, Recruiting, Team Building, Team Leadership, Training, Budgets, Sales, Customer Service, Employee Relations
Education
Trinity Seminary and Bible College 2002 — 2005
Associates, Pastoral, Youth, and Counseling
Colorado Mountain College 1997 — 2000
Leadership Development, Sales & Marketing, Speech
Capella University
Behavioral Sciences
Cazenovia High School
Crina Pupaza's OppenheimerFunds Experience February 2011 - Present
Job AVP, HR Relationship Manager
Industry Financial Services
Experience
OppenheimerFunds February 2011 - Present
Skills
HR Consulting, Organizational..., Employee Relations, Performance Management, Human Capital Management, Change Management, Talent Assessment, Talent Management, Succession Planning, Management Consulting, Leadership, Employee Engagement, Human Resources, Recruiting, Talent Acquisition, Organizational...
Education
Columbia University in the City of New York 2008 — 2010
M.A
City University of New York-Hunter College 2004 — 2007
B.A
1999 — 2002
OppenheimerFunds February 2011 - Present
Skills
HR Consulting, Organizational..., Employee Relations, Performance Management, Human Capital Management, Change Management, Talent Assessment, Talent Management, Succession Planning, Management Consulting, Leadership, Employee Engagement, Human Resources, Recruiting, Talent Acquisition, Organizational...
Education
Columbia University in the City of New York 2008 — 2010
M.A
City University of New York-Hunter College 2004 — 2007
B.A
1999 — 2002
John Luiz's OppenheimerFunds Experience August 2014 - Present
Job Experienced Director of Creative Services, Editorial Director, Content Manager, Editor of Thought Leadership
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
Eaton Vance March 2014 - August 2014
Luiz Communications October 2013 - March 2014
MFS Investment Management January 2003 - September 2013
MFS Investment Management 1987 - 2003
John Hancock 1984 - 1987
Johnson & Wales University 1983 - 1983
Skills
Creative Direction, Integrated Marketing, Direct Mail, Copywriting, Email Marketing, Brand Development, Marketing Communications, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Communications, Content Development, Financial Services, Social Media, Newsletters, Marketing Strategy, Online Advertising, Online Marketing, Editing, Copy Editing, Blogging, Web Content, Thought Leadership, Content Management, Marketing, Advertising, CRM, Creative Strategy, Direct Marketing, Strategic Communications, New Media, Corporate Branding, Editorial
Education
College of the Holy Cross 1978 — 1982
AB, English
OppenheimerFunds August 2014 - Present
Eaton Vance March 2014 - August 2014
Luiz Communications October 2013 - March 2014
MFS Investment Management January 2003 - September 2013
MFS Investment Management 1987 - 2003
John Hancock 1984 - 1987
Johnson & Wales University 1983 - 1983
Skills
Creative Direction, Integrated Marketing, Direct Mail, Copywriting, Email Marketing, Brand Development, Marketing Communications, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Communications, Content Development, Financial Services, Social Media, Newsletters, Marketing Strategy, Online Advertising, Online Marketing, Editing, Copy Editing, Blogging, Web Content, Thought Leadership, Content Management, Marketing, Advertising, CRM, Creative Strategy, Direct Marketing, Strategic Communications, New Media, Corporate Branding, Editorial
Education
College of the Holy Cross 1978 — 1982
AB, English
Sheyam Ismail's OppenheimerFunds Experience September 1997 - January 1998
Job Director at Oracle
Industry Computer Software
Experience
Oracle November 2014 - Present
Oracle April 2004 - November 2014
Oracle October 2000 - November 2002
Oracle January 1998 - September 2000
OppenheimerFunds September 1997 - January 1998
Skills
Corporate Website..., Identify licensing..., Assist and train the..., Create training and..., Ability to work both..., Integration, Pricing Strategy, Management, Pricing, Security, SaaS, Cloud Computing, Strategy, Cross-functional Team..., Product Management, Training, Pre-sales
Education
Cleveland State University 1989 — 1993
Bachelor, Computer Information Systems
Oracle November 2014 - Present
Oracle April 2004 - November 2014
Oracle October 2000 - November 2002
Oracle January 1998 - September 2000
OppenheimerFunds September 1997 - January 1998
Skills
Corporate Website..., Identify licensing..., Assist and train the..., Create training and..., Ability to work both..., Integration, Pricing Strategy, Management, Pricing, Security, SaaS, Cloud Computing, Strategy, Cross-functional Team..., Product Management, Training, Pre-sales
Education
Cleveland State University 1989 — 1993
Bachelor, Computer Information Systems
Oren Lane's OppenheimerFunds Experience 1998 - 2001
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2009 - Present
ING January 2008 - January 2009
SunAmerica Financial Group 2001 - 2008
OppenheimerFunds 1998 - 2001
Franklin Templeton Investments 1997 - 1998
Skills
Series 63, Series 7, Series 24, Investments, Alternative Investments, FINRA, Uniform Combined State..., Investment Advisory, ETFs, Strategic Financial..., Investment Strategies, Asset Managment, Financial Advisory, Life Insurance, Portfolio Management
Education
The American College 2010 — 2012
Master's degree, Financial Services
Central Michigan University 1981 — 1985
B.S. in Business Adm., Finance, Marketing
Howell High School 1978 — 1981
College Prep
Nationwide Financial December 2009 - Present
ING January 2008 - January 2009
SunAmerica Financial Group 2001 - 2008
OppenheimerFunds 1998 - 2001
Franklin Templeton Investments 1997 - 1998
Skills
Series 63, Series 7, Series 24, Investments, Alternative Investments, FINRA, Uniform Combined State..., Investment Advisory, ETFs, Strategic Financial..., Investment Strategies, Asset Managment, Financial Advisory, Life Insurance, Portfolio Management
Education
The American College 2010 — 2012
Master's degree, Financial Services
Central Michigan University 1981 — 1985
B.S. in Business Adm., Finance, Marketing
Howell High School 1978 — 1981
College Prep
Barry Weiss, CFA's OppenheimerFunds Experience February 2000 - June 2008
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's September 2013 - Present
Arrowhead Credit Research Corp. June 2009 - September 2013
Luminent Mortgage Capital June 2008 - August 2010
Cobalt Holdings June 2008 - August 2010
OppenheimerFunds February 2000 - June 2008
OppenheimerFunds Inc. February 2000 - October 2001
Fitch Ratings September 1998 - February 2000
Fitch IBCA August 1996 - September 1998
City of New York – Office of Management and Budget (OMB) September 1988 - August 1996
Skills
Mutual Funds, Fixed Income, Cash Flow, Portfolio Management, MBS, Risk Management, Credit Rating, Asset Managment, Securities, Asset Management, Private Equity, Investment Banking, Financial Services, Financial Markets, Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Finance, Securitization, Hedge Funds, Credit, ABS, Municipal Bonds, Distressed Debt, Money Market, Equities, Trading, Bloomberg, Valuation, Structured Products, Derivatives, Alternative Investments, Funding, Fixed Income Analysis, Investment Management, Hedging, Bonds, Investment Strategies, Financial Structuring, Asset Allocation, Credit Derivatives, Equity Research, Fund Of Funds, Emerging Markets, Options
Education
City University of New York-Brooklyn College 1986 — 1988
MFA
The University of South Dakota 1982 — 1986
BS
Standard & Poor's September 2013 - Present
Arrowhead Credit Research Corp. June 2009 - September 2013
Luminent Mortgage Capital June 2008 - August 2010
Cobalt Holdings June 2008 - August 2010
OppenheimerFunds February 2000 - June 2008
OppenheimerFunds Inc. February 2000 - October 2001
Fitch Ratings September 1998 - February 2000
Fitch IBCA August 1996 - September 1998
City of New York – Office of Management and Budget (OMB) September 1988 - August 1996
Skills
Mutual Funds, Fixed Income, Cash Flow, Portfolio Management, MBS, Risk Management, Credit Rating, Asset Managment, Securities, Asset Management, Private Equity, Investment Banking, Financial Services, Financial Markets, Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Finance, Securitization, Hedge Funds, Credit, ABS, Municipal Bonds, Distressed Debt, Money Market, Equities, Trading, Bloomberg, Valuation, Structured Products, Derivatives, Alternative Investments, Funding, Fixed Income Analysis, Investment Management, Hedging, Bonds, Investment Strategies, Financial Structuring, Asset Allocation, Credit Derivatives, Equity Research, Fund Of Funds, Emerging Markets, Options
Education
City University of New York-Brooklyn College 1986 — 1988
MFA
The University of South Dakota 1982 — 1986
BS
Kenneth Monahan's OppenheimerFunds Experience October 2010 - Present
Job Desktop Architect at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds October 2010 - Present
Fordham University May 2009 - October 2010
JPMorgan Chase May 2001 - April 2009
Texas Instruments February 2001 - May 2001
St George Bank May 1995 - October 2000
Australian Government August 1989 - April 1995
Skills
Microsoft Technologies, Novell, SCCM, LANDesk, Active Directory, Group Policy, VBScript, Powershell, Wise Packaging Studio, InstallShield, Project Management, XP, IT Management, Application Packaging, Windows XP
Education
Future Technologies Institute 1988 — 1990
Certified Novell Engineer
Charles Sturt University
Bachelor of Information Technology
Microsoft Learning
Managing Microsoft SMS Server 2003
New York University
Certificate in Business Management
Project Management Institute
Project Management Professional (PMP)
OppenheimerFunds October 2010 - Present
Fordham University May 2009 - October 2010
JPMorgan Chase May 2001 - April 2009
Texas Instruments February 2001 - May 2001
St George Bank May 1995 - October 2000
Australian Government August 1989 - April 1995
Skills
Microsoft Technologies, Novell, SCCM, LANDesk, Active Directory, Group Policy, VBScript, Powershell, Wise Packaging Studio, InstallShield, Project Management, XP, IT Management, Application Packaging, Windows XP
Education
Future Technologies Institute 1988 — 1990
Certified Novell Engineer
Charles Sturt University
Bachelor of Information Technology
Microsoft Learning
Managing Microsoft SMS Server 2003
New York University
Certificate in Business Management
Project Management Institute
Project Management Professional (PMP)
Noelle Lustig's OppenheimerFunds Experience November 1988 - March 1990
Job Global Office Space Broker (720) 2889282
Industry Commercial Real Estate
Experience
Regus January 2013 - Present
Regus September 2011 - February 2012
Regus May 2007 - August 2011
Bessemer Trust March 2003 - November 2004
Conde Nast July 2001 - September 2002
Young & Rubicam Advertising March 1999 - July 2001
IKON Office Solutions September 1995 - June 1997
OppenheimerFunds November 1988 - March 1990
Skills
Contract Negotiation, Account Management, New Business Development, Customer Service, Strategic Planning, Negotiation, Budgets, Management, Sales Management, Team Building, Marketing, Operations Management, Outlook, Team Leadership, Microsoft Excel, Mergers & Acquisitions, Sales, Leadership
Education
South Shore High School 1983 — 1987
City University of New York-Brooklyn College
Bachelor of Applied Science (BASc), Computer Science
Mayanot Women's Program - Ramat Eshkol 1993 — 1994
Regus January 2013 - Present
Regus September 2011 - February 2012
Regus May 2007 - August 2011
Bessemer Trust March 2003 - November 2004
Conde Nast July 2001 - September 2002
Young & Rubicam Advertising March 1999 - July 2001
IKON Office Solutions September 1995 - June 1997
OppenheimerFunds November 1988 - March 1990
Skills
Contract Negotiation, Account Management, New Business Development, Customer Service, Strategic Planning, Negotiation, Budgets, Management, Sales Management, Team Building, Marketing, Operations Management, Outlook, Team Leadership, Microsoft Excel, Mergers & Acquisitions, Sales, Leadership
Education
South Shore High School 1983 — 1987
City University of New York-Brooklyn College
Bachelor of Applied Science (BASc), Computer Science
Mayanot Women's Program - Ramat Eshkol 1993 — 1994
Nate Danforth's OppenheimerFunds Experience February 2014 - Present
Job Digital Product Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2014 - Present
OppenheimerFunds February 2012 - February 2014
OppenheimerFunds September 2010 - February 2012
StatusBro, LLC November 2009 - September 2011
Corinthian Yacht Club June 2010 - August 2010
Overseas Private Investment Corporation June 2009 - August 2009
Skills
Investments, Economics, Asset Managment, Mutual Funds, Research, Digital Strategy, Product Development, Product Management, Web Project Management, Web Content Management, Product Marketing, User Acceptance Testing, Regression Testing, Mobile Devices, Asset Management, Digital Marketing, Strategy, Business Strategy, Social Media, Financial Analysis, Leadership, Management, Strategic Planning, Social Media Marketing
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Colorado College 2006 — 2010
BA, International Political Economy
Charles University 2008 — 2008
European history; economics, politics, art, Czech culture and language
Milton Academy 2002 — 2006
OppenheimerFunds February 2014 - Present
OppenheimerFunds February 2012 - February 2014
OppenheimerFunds September 2010 - February 2012
StatusBro, LLC November 2009 - September 2011
Corinthian Yacht Club June 2010 - August 2010
Overseas Private Investment Corporation June 2009 - August 2009
Skills
Investments, Economics, Asset Managment, Mutual Funds, Research, Digital Strategy, Product Development, Product Management, Web Project Management, Web Content Management, Product Marketing, User Acceptance Testing, Regression Testing, Mobile Devices, Asset Management, Digital Marketing, Strategy, Business Strategy, Social Media, Financial Analysis, Leadership, Management, Strategic Planning, Social Media Marketing
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Colorado College 2006 — 2010
BA, International Political Economy
Charles University 2008 — 2008
European history; economics, politics, art, Czech culture and language
Milton Academy 2002 — 2006
John C. Spagnuolo's OppenheimerFunds Experience 1996 - 1999
Job Store Manager, Vice President at TD Bank Group
Industry Banking
Experience
TD Bank Group January 2012 - Present
Signature Bank May 2009 - January 2012
Citibank May 2000 - May 2009
Republic National Bank 1999 - 2000
OppenheimerFunds 1996 - 1999
Education
City University of New York-Brooklyn College 1987 — 1991
B.S. Business Management Finance
TD Bank Group January 2012 - Present
Signature Bank May 2009 - January 2012
Citibank May 2000 - May 2009
Republic National Bank 1999 - 2000
OppenheimerFunds 1996 - 1999
Education
City University of New York-Brooklyn College 1987 — 1991
B.S. Business Management Finance
Kristin DeFeo's OppenheimerFunds Experience June 2009 - August 2009
Job Student
Industry Investment Banking
Experience
OppenheimerFunds June 2009 - August 2009
Wachovia Securities, LLC January 2009 - May 2009
Education
College of the Holy Cross 2006 — 2010
OppenheimerFunds June 2009 - August 2009
Wachovia Securities, LLC January 2009 - May 2009
Education
College of the Holy Cross 2006 — 2010
Katie McLean's OppenheimerFunds Experience June 2010 - August 2010
Job Associate Capital Markets
Industry Financial Services
Experience
MB Financial Bank April 2014 - Present
MB Financial Bank July 2013 - April 2014
MB Financial Bank July 2011 - July 2013
OppenheimerFunds June 2010 - August 2010
Skills
Credit Analysis, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Commercial Banking, Credit, Banking, Derivatives, Finance, Microsoft Word, Financial Services, Capital Markets, PowerPoint
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
B.A. with Honors, Psychology, History minor
Trinity College, Dublin 2009 — 2010
Fenwick High School 2003 — 2007
MB Financial Bank April 2014 - Present
MB Financial Bank July 2013 - April 2014
MB Financial Bank July 2011 - July 2013
OppenheimerFunds June 2010 - August 2010
Skills
Credit Analysis, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Commercial Banking, Credit, Banking, Derivatives, Finance, Microsoft Word, Financial Services, Capital Markets, PowerPoint
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
B.A. with Honors, Psychology, History minor
Trinity College, Dublin 2009 — 2010
Fenwick High School 2003 — 2007
Randy Payne's OppenheimerFunds Experience January 1993 - January 1998
Job VPregional director best practices specialist at Davis Advisors
Industry Financial Services
Experience
Davis Advisors 2010 - Present
OppenheimerFunds January 1993 - January 1998
Skills
Asset Allocation, Wealth Management, Mutual Funds, Series 63, Series 7, Retirement Planning, Asset Management, Alternative Investments, Portfolio Management, Securities, Investment Advisory, Equities, Investment Strategies, Financial Services, Financial Planning
Education
Central Michigan University
Davis Advisors 2010 - Present
OppenheimerFunds January 1993 - January 1998
Skills
Asset Allocation, Wealth Management, Mutual Funds, Series 63, Series 7, Retirement Planning, Asset Management, Alternative Investments, Portfolio Management, Securities, Investment Advisory, Equities, Investment Strategies, Financial Services, Financial Planning
Education
Central Michigan University
Lori Heinel's OppenheimerFunds Experience July 2010 - October 2014
Job Chief Portfolio Strategist at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors October 2014 - Present
OppenheimerFunds July 2010 - October 2014
Citi Private Bank 2005 - 2010
SEI 1997 - 2005
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Hedge Funds, Investment Management, Portfolio Management, Investment Advisory, Investments, Series 63, Asset Management, Equities, Securities, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
Princeton University 1980 — 1984
AB, Religion
State Street Global Advisors October 2014 - Present
OppenheimerFunds July 2010 - October 2014
Citi Private Bank 2005 - 2010
SEI 1997 - 2005
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Hedge Funds, Investment Management, Portfolio Management, Investment Advisory, Investments, Series 63, Asset Management, Equities, Securities, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
Princeton University 1980 — 1984
AB, Religion
Barbara Tanzosh, CRPS's OppenheimerFunds Experience October 2011 - Present
Job Product Manager Individual Retirement 403(b) product at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2011 - Present
OppenheimerFunds January 2008 - April 2012
OppenheimerFunds January 2005 - December 2007
Skills
Series 63, Retirement, Mutual Funds, Series 7, Competitive Analysis, Product Marketing, Retirement Planning, Financial Advisory, Series 6, Financial Services, 403 b, CRM, 401k, Asset Allocation, Asset Management
Education
Hunter College
BA, English and Communications
OppenheimerFunds October 2011 - Present
OppenheimerFunds January 2008 - April 2012
OppenheimerFunds January 2005 - December 2007
Skills
Series 63, Retirement, Mutual Funds, Series 7, Competitive Analysis, Product Marketing, Retirement Planning, Financial Advisory, Series 6, Financial Services, 403 b, CRM, 401k, Asset Allocation, Asset Management
Education
Hunter College
BA, English and Communications
MONICA S JACKSON's OppenheimerFunds Experience April 2007 - February 2011
Job Customer Service Representtive at State of Colorado
Industry Nonprofit Organization Management
Experience
State of Colorado February 2014 - Present
State of Colorado February 2013 - February 2014
Aspen Christian College and Seminary August 2011 - April 2013
Aurora Public Schools December 2012 - February 2013
Cadence International February 2012 - November 2012
OppenheimerFunds April 2007 - February 2011
Alliance of Clergy Women 2004 - 2011
Heritage Christian Center February 1996 - July 2009
Heritage Christian Center September 2007 - September 2008
Citigroup / Diners Club February 2003 - May 2007
Skills
MS Office Suite, Typing 55-65 wpm, Appointment Scheduling, Customer Service, Customer Relations, Various Office Machines..., Interview Coaching, Career Counseling, Light Accounting /..., Light Bookkeeping, Typing, Bookkeeping, Job Coaching
Education
Aspen Christian College and Seminary 2011 — 2011
Masters of Arts, Urban Ministries
Community College of Aurora 2011 — 2011
General Education, 4.0
Colorado Christian University 2006 — 2011
Bachelors of Science, Organizational Management / Human Resources, 3.874
Heritage Institute of Ministry 2003 — 2004
Certificate, Biblical Studies
State of Colorado February 2014 - Present
State of Colorado February 2013 - February 2014
Aspen Christian College and Seminary August 2011 - April 2013
Aurora Public Schools December 2012 - February 2013
Cadence International February 2012 - November 2012
OppenheimerFunds April 2007 - February 2011
Alliance of Clergy Women 2004 - 2011
Heritage Christian Center February 1996 - July 2009
Heritage Christian Center September 2007 - September 2008
Citigroup / Diners Club February 2003 - May 2007
Skills
MS Office Suite, Typing 55-65 wpm, Appointment Scheduling, Customer Service, Customer Relations, Various Office Machines..., Interview Coaching, Career Counseling, Light Accounting /..., Light Bookkeeping, Typing, Bookkeeping, Job Coaching
Education
Aspen Christian College and Seminary 2011 — 2011
Masters of Arts, Urban Ministries
Community College of Aurora 2011 — 2011
General Education, 4.0
Colorado Christian University 2006 — 2011
Bachelors of Science, Organizational Management / Human Resources, 3.874
Heritage Institute of Ministry 2003 — 2004
Certificate, Biblical Studies
Todd A. Richter's OppenheimerFunds Experience August 1991 - July 2010
Job Senior Information Technology Consultant trichter26@hotmail.com (720) 3204521
Industry Information Technology and Services
Experience
Self Employed August 2010 - Present
OppenheimerFunds August 1991 - July 2010
United States Air Force July 1981 - August 1991
Skills
COBOL, CICS, JCL, Xpediter, Syncsort, TSO, Endevor, Flex Builder, FTP, SFTP, Perl, Agile, SDLC, Quality Assurance, OS/390, SDSF, SQL, Strobe, ISPF, VSAM, REXX, Quality Center, Microsoft Office 2007, Windows 7, Outlook Express, Clarity
Education
Chapman University 1984 — 1991
Bachelor of Science, Computer Science
Utica High School 1978 — 1981
Self Employed August 2010 - Present
OppenheimerFunds August 1991 - July 2010
United States Air Force July 1981 - August 1991
Skills
COBOL, CICS, JCL, Xpediter, Syncsort, TSO, Endevor, Flex Builder, FTP, SFTP, Perl, Agile, SDLC, Quality Assurance, OS/390, SDSF, SQL, Strobe, ISPF, VSAM, REXX, Quality Center, Microsoft Office 2007, Windows 7, Outlook Express, Clarity
Education
Chapman University 1984 — 1991
Bachelor of Science, Computer Science
Utica High School 1978 — 1981
Wong Tat-Yan's OppenheimerFunds Experience September 2001 - March 2014
Job Information Technology Essbase Manager at Pinnacle Foods Group LLC
Industry Financial Services
Experience
Pinnacle Foods Group LLC April 2014 - Present
OppenheimerFunds September 2001 - March 2014
ConvaTec July 1996 - August 2001
Atlantic Container Line February 1995 - June 1996
Skills
ETL, Informatica, Essbase, Hyperion Planning, Financial Analysis, Hyperion Financial..., PL/SQL, Business Analysis
Education
University of Phoenix 1998 — 2001
Master of Business Administration (M.B.A.), Finance, General
City University of New York City College 1988 — 1993
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Pinnacle Foods Group LLC April 2014 - Present
OppenheimerFunds September 2001 - March 2014
ConvaTec July 1996 - August 2001
Atlantic Container Line February 1995 - June 1996
Skills
ETL, Informatica, Essbase, Hyperion Planning, Financial Analysis, Hyperion Financial..., PL/SQL, Business Analysis
Education
University of Phoenix 1998 — 2001
Master of Business Administration (M.B.A.), Finance, General
City University of New York City College 1988 — 1993
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Joshua Scher, CFP®'s OppenheimerFunds Experience May 2012 - Present
Job AVP, Client Service Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2012 - Present
OppenheimerFunds November 2005 - April 2012
CJM Planning Corp. January 2002 - October 2005
CJM Planning January 2002 - October 2005
Putnam Investments November 2000 - December 2001
Pershing June 1999 - October 2000
Skills
Sales, Customer Service, Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Strategic Financial..., Sales Presentations, Series 6, 401k
Education
Rutgers University 1995 — 1999
Bachelors of Arts, English
College for Financial Planning
Certified Financial Planning Program
OppenheimerFunds May 2012 - Present
OppenheimerFunds November 2005 - April 2012
CJM Planning Corp. January 2002 - October 2005
CJM Planning January 2002 - October 2005
Putnam Investments November 2000 - December 2001
Pershing June 1999 - October 2000
Skills
Sales, Customer Service, Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Strategic Financial..., Sales Presentations, Series 6, 401k
Education
Rutgers University 1995 — 1999
Bachelors of Arts, English
College for Financial Planning
Certified Financial Planning Program
Sharon Pawlak's OppenheimerFunds Experience January 2006 - June 2007
Job Data Manager at State of Colorado
Industry Government Administration
Experience
State of Colorado June 2007 - Present
OppenheimerFunds January 2006 - June 2007
U.S. Bank January 2005 - January 2006
OppenheimerFunds November 1999 - September 2001
Skills
Data Management, Government, Databases, Data Analysis, Software Documentation, Analysis, Project Management, System Administration, Microsoft SQL Server, Information Management, SQL
Education
Carroll College 1984 — 1988
Business Administration and Management, General
State of Colorado June 2007 - Present
OppenheimerFunds January 2006 - June 2007
U.S. Bank January 2005 - January 2006
OppenheimerFunds November 1999 - September 2001
Skills
Data Management, Government, Databases, Data Analysis, Software Documentation, Analysis, Project Management, System Administration, Microsoft SQL Server, Information Management, SQL
Education
Carroll College 1984 — 1988
Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY