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
Amy Huber Amy Huber's OppenheimerFunds Experience December 2010 - May 2011
Job Vice President, Business Development Officer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
TD Ameritrade June 2011 - May 2013
OppenheimerFunds December 2010 - May 2011
OppenheimerFunds January 2006 - December 2010
OppenheimerFunds April 1998 - January 2006
Skills
Retirement, Retirement Planning, Series 63, 401k, Product Marketing, Mutual Funds, Series 7, Relationship Management, ERISA, Series 6, Retirement Plan..., Defined Contribution, Pensions, Investment Advisory, Defined Benefit, FINRA, Asset Allocation, Securities
Education
Colorado State University
BS, Business Administration
Charles Schwab May 2013 - Present
TD Ameritrade June 2011 - May 2013
OppenheimerFunds December 2010 - May 2011
OppenheimerFunds January 2006 - December 2010
OppenheimerFunds April 1998 - January 2006
Skills
Retirement, Retirement Planning, Series 63, 401k, Product Marketing, Mutual Funds, Series 7, Relationship Management, ERISA, Series 6, Retirement Plan..., Defined Contribution, Pensions, Investment Advisory, Defined Benefit, FINRA, Asset Allocation, Securities
Education
Colorado State University
BS, Business Administration
Matt Nord Matt Nord's OppenheimerFunds Experience 2011 - 2013
Job Technology & Enrolled Agent,Tax Professional
Industry Financial Services
Experience
OppenheimerFunds 2011 - 2013
OppenheimerFunds 1998 - 2011
OppenheimerFunds 1990 - 1998
OppenheimerFunds 1983 - 1990
Skills
Business Analysis, Databases, Business Intelligence, Data Modeling, Informatica, Visio, Data Integration, Unix, Data Warehouse..., Database Design, Disaster Recovery, Crystal Reports, Accounting, Finance, Income Tax, Tax Preparation, Tax Returns, ETL, Data Warehousing
Education
Colorado Mesa University
Bachelor's Degree, Accounting
OppenheimerFunds 2011 - 2013
OppenheimerFunds 1998 - 2011
OppenheimerFunds 1990 - 1998
OppenheimerFunds 1983 - 1990
Skills
Business Analysis, Databases, Business Intelligence, Data Modeling, Informatica, Visio, Data Integration, Unix, Data Warehouse..., Database Design, Disaster Recovery, Crystal Reports, Accounting, Finance, Income Tax, Tax Preparation, Tax Returns, ETL, Data Warehousing
Education
Colorado Mesa University
Bachelor's Degree, Accounting
Adam Peters, CFP®, ChFC® Adam Peters, CFP®, ChFC®'s OppenheimerFunds Experience September 2010 - February 2014
Job Financial Advisor at Hanson McClain Advisors
Industry Financial Services
Experience
Hanson McClain Advisors June 2014 - Present
OppenheimerFunds September 2010 - February 2014
Advisors Asset Management, Inc. April 2010 - August 2010
A&I Financial Services October 2009 - March 2010
Foos Financial Group June 2005 - September 2009
Jackson National Life November 2001 - May 2005
Janus Capital Group June 1999 - April 2001
Skills
Investments, Financial Planning, Financial Markets, Series 7, Mutual Funds, Annuities, Series 63, Estate Planning, Alternative Investments, Securities, Insurance, Retirement Planning, Sales Management, Public Speaking, Investment Strategies, Strategic Planning, Business Planning, Capital Markets, Wholesaling, 401k, Investment Advisory, Wealth Management, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Management, Strategic Financial..., Budgets, Fixed Annuities, Team Leadership, Financial Risk, Roth IRA, Recruiting, Qualified Retirement..., Succession Planning, Small Business
Education
Colorado State University 1995 — 1999
BS, Business Administration, Marketing
Cherry Creek High School 1991 — 1995
High School, High School Diploma
Hanson McClain Advisors June 2014 - Present
OppenheimerFunds September 2010 - February 2014
Advisors Asset Management, Inc. April 2010 - August 2010
A&I Financial Services October 2009 - March 2010
Foos Financial Group June 2005 - September 2009
Jackson National Life November 2001 - May 2005
Janus Capital Group June 1999 - April 2001
Skills
Investments, Financial Planning, Financial Markets, Series 7, Mutual Funds, Annuities, Series 63, Estate Planning, Alternative Investments, Securities, Insurance, Retirement Planning, Sales Management, Public Speaking, Investment Strategies, Strategic Planning, Business Planning, Capital Markets, Wholesaling, 401k, Investment Advisory, Wealth Management, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Management, Strategic Financial..., Budgets, Fixed Annuities, Team Leadership, Financial Risk, Roth IRA, Recruiting, Qualified Retirement..., Succession Planning, Small Business
Education
Colorado State University 1995 — 1999
BS, Business Administration, Marketing
Cherry Creek High School 1991 — 1995
High School, High School Diploma
Philip Eichhorn, CFA Philip Eichhorn, CFA's OppenheimerFunds Experience August 2015 - Present
Job Junior Trader at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - July 2015
OppenheimerFunds April 2014 - December 2014
Innovest Portfolio Solutions April 2012 - April 2014
Brown Brothers Harriman September 2010 - April 2011
Innovest Portfolio Solutions 2011 - 2011
OppenheimerFunds February 2005 - September 2010
Skills
Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Management, Fund Accounting, Investments, Investment Management, Bloomberg Terminal, Portfolio Management, Capital Markets, Financial Modeling, Asset Allocation, Equity Research, Series 7, Investment Strategies, Financial Markets, Valuation
Education
Colorado State University 2001 — 2004
BS, Finance
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - July 2015
OppenheimerFunds April 2014 - December 2014
Innovest Portfolio Solutions April 2012 - April 2014
Brown Brothers Harriman September 2010 - April 2011
Innovest Portfolio Solutions 2011 - 2011
OppenheimerFunds February 2005 - September 2010
Skills
Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Management, Fund Accounting, Investments, Investment Management, Bloomberg Terminal, Portfolio Management, Capital Markets, Financial Modeling, Asset Allocation, Equity Research, Series 7, Investment Strategies, Financial Markets, Valuation
Education
Colorado State University 2001 — 2004
BS, Finance
Bob Jason Bob Jason's OppenheimerFunds Experience July 2010 - Present
Job AVP, Client Service Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2010 - Present
OppenheimerFunds December 2005 - July 2010
OppenheimerFunds December 2004 - December 2005
Skills
Mutual Funds, Project Management, Series 7, Team Leadership, Financial Modeling, Series 63, Microsoft Office, Series 6, 401k, Alternative Investments, Manage Client..., Fund Accounting, Bloomberg, Microsoft Excel, Onboarding, PowerPoint, Relationship Management, Foreign Currency..., Client Relations Skills, Operational Excellence, Operations Management, Customer Service
Education
Colorado State University 1999 — 2003
Bachelor's degree, Finance, General
OppenheimerFunds July 2010 - Present
OppenheimerFunds December 2005 - July 2010
OppenheimerFunds December 2004 - December 2005
Skills
Mutual Funds, Project Management, Series 7, Team Leadership, Financial Modeling, Series 63, Microsoft Office, Series 6, 401k, Alternative Investments, Manage Client..., Fund Accounting, Bloomberg, Microsoft Excel, Onboarding, PowerPoint, Relationship Management, Foreign Currency..., Client Relations Skills, Operational Excellence, Operations Management, Customer Service
Education
Colorado State University 1999 — 2003
Bachelor's degree, Finance, General
Arthur Stawski Jr Arthur Stawski Jr's OppenheimerFunds Experience August 2007 - July 2010
Job Marketing Supervisor at PBF Energy
Industry Oil & Energy
Experience
PBF Energy March 2014 - Present
TransMontaigne September 2011 - March 2014
UBS Investment Bank London August 2010 - August 2011
OppenheimerFunds August 2007 - July 2010
Education
Colorado State University 2003 — 2007
B.A., Economics & Political Science
PBF Energy March 2014 - Present
TransMontaigne September 2011 - March 2014
UBS Investment Bank London August 2010 - August 2011
OppenheimerFunds August 2007 - July 2010
Education
Colorado State University 2003 — 2007
B.A., Economics & Political Science
Jeff Towery Jeff Towery's OppenheimerFunds Experience May 1998 - August 2015
Job Manager Infrastructure Engineering Services, OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds May 1998 - August 2015
CompUSA January 1995 - January 2000
United States Army Reserve December 1990 - September 1998
Skills
Microsoft SQL Server, Disaster Recovery, Requirements Analysis, Microsoft Windows Server, VMware vSphere, VMware View, Networking
Education
University of Colorado Boulder 1989 — 2002
Bachelor of Arts (B.A.), Russian Language and International Relations
Colorado State University 1985 — 1988
Engineering Science and International Affairs
OppenheimerFunds May 1998 - August 2015
CompUSA January 1995 - January 2000
United States Army Reserve December 1990 - September 1998
Skills
Microsoft SQL Server, Disaster Recovery, Requirements Analysis, Microsoft Windows Server, VMware vSphere, VMware View, Networking
Education
University of Colorado Boulder 1989 — 2002
Bachelor of Arts (B.A.), Russian Language and International Relations
Colorado State University 1985 — 1988
Engineering Science and International Affairs
Joseph Hoehn Joseph Hoehn's OppenheimerFunds Experience November 2004 - August 2005
Job at Brown & Tedstrom, Inc.
Industry Financial Services
Experience
Brown & Tedstrom, Inc. May 2009 - Present
Brown & Tedstrom, Inc. October 2005 - December 2008
OppenheimerFunds November 2004 - August 2005
Washington Mutual March 2004 - June 2004
BrownCo/Dreyfus Brokerage Services April 2000 - August 2003
JB Oxford & Company April 1988 - March 2000
Skills
Securities, Series 63, Strategic Financial..., Financial Services, Team Building, Retirement Planning, Mutual Funds, Estate Planning, Risk Management, Series 7, Wealth Management, Fixed Annuities, Investments, 401k, Retirement, Asset Managment, Financial Analysis, Insurance, Equities, Asset Allocation
Education
Colorado State University 1996 — 1999
MBA, Finance and Management
Colorado State University 1977 — 1980
BS Business, Marketing, Finance and Management
Brown & Tedstrom, Inc. May 2009 - Present
Brown & Tedstrom, Inc. October 2005 - December 2008
OppenheimerFunds November 2004 - August 2005
Washington Mutual March 2004 - June 2004
BrownCo/Dreyfus Brokerage Services April 2000 - August 2003
JB Oxford & Company April 1988 - March 2000
Skills
Securities, Series 63, Strategic Financial..., Financial Services, Team Building, Retirement Planning, Mutual Funds, Estate Planning, Risk Management, Series 7, Wealth Management, Fixed Annuities, Investments, 401k, Retirement, Asset Managment, Financial Analysis, Insurance, Equities, Asset Allocation
Education
Colorado State University 1996 — 1999
MBA, Finance and Management
Colorado State University 1977 — 1980
BS Business, Marketing, Finance and Management
Grant Glenn, CFA Grant Glenn, CFA's OppenheimerFunds Experience October 2008 - November 2010
Job LPL Financial
Industry Financial Services
Experience
Sleeping Giant Financial Services November 2014 - Present
Red Rocks Capital, LLC March 2014 - October 2014
J.P. Morgan September 2011 - March 2014
TIAA-CREF November 2010 - September 2011
OppenheimerFunds October 2008 - November 2010
American Income Life May 2008 - September 2008
Colorado State University September 2007 - April 2008
Skills
Equities, Customer Service, Analysis, Strategic Planning, Asset Management, Financial Modeling, Valuation, Finance, Microsoft Office, Microsoft Excel, Economics, Fixed Income, PowerPoint, Strategy, 401k, Investment Strategies
Education
CFA Institute
Colorado State University
B.S. Finance, Investment Analysis Focus
Sleeping Giant Financial Services November 2014 - Present
Red Rocks Capital, LLC March 2014 - October 2014
J.P. Morgan September 2011 - March 2014
TIAA-CREF November 2010 - September 2011
OppenheimerFunds October 2008 - November 2010
American Income Life May 2008 - September 2008
Colorado State University September 2007 - April 2008
Skills
Equities, Customer Service, Analysis, Strategic Planning, Asset Management, Financial Modeling, Valuation, Finance, Microsoft Office, Microsoft Excel, Economics, Fixed Income, PowerPoint, Strategy, 401k, Investment Strategies
Education
CFA Institute
Colorado State University
B.S. Finance, Investment Analysis Focus
Doug Aumont Doug Aumont's OppenheimerFunds Experience May 2015 - July 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
OppenheimerFunds May 2015 - July 2015
OppenheimerFunds January 2015 - May 2015
FluentStream Technologies August 2008 - May 2014
Chrisland Commercial Real Estate, Inc. August 2004 - October 2008
Skills
Contract Negotiation, Contract Management, Team Leadership, Vendor Management, Management, Logistics, Data Analysis, Leadership, Agile Methodologies, Staff Management, Investments, Lead Generation, Real Estate, Retail, Sales Process, VoIP, Strategy, SaaS, Social Media, Cloud Computing, Start-ups, Product Development, Mobile Applications, Business Planning, Business Development, Entrepreneurship, Business Process..., Organizational..., Mentoring
Education
Colorado State University 2001 — 2004
Business Administration, Business, Finance, Real Estate
Indiana University Bloomington 2000 — 2001
Business, Finance
Fidelity Investments July 2015 - Present
OppenheimerFunds May 2015 - July 2015
OppenheimerFunds January 2015 - May 2015
FluentStream Technologies August 2008 - May 2014
Chrisland Commercial Real Estate, Inc. August 2004 - October 2008
Skills
Contract Negotiation, Contract Management, Team Leadership, Vendor Management, Management, Logistics, Data Analysis, Leadership, Agile Methodologies, Staff Management, Investments, Lead Generation, Real Estate, Retail, Sales Process, VoIP, Strategy, SaaS, Social Media, Cloud Computing, Start-ups, Product Development, Mobile Applications, Business Planning, Business Development, Entrepreneurship, Business Process..., Organizational..., Mentoring
Education
Colorado State University 2001 — 2004
Business Administration, Business, Finance, Real Estate
Indiana University Bloomington 2000 — 2001
Business, Finance
Hallel Lilo Santos Hallel Lilo Santos's OppenheimerFunds Experience July 2005 - March 2012
Job Google Applications for Government Service Delivery Specialist
Industry Information Technology and Services
Experience
State of Colorado Governor's Office of Information Technology February 2013 - Present
State of Colorado Governor's Office of Information Technology December 2012 - February 2013
State of Colorado Governor's Office of Information Technology July 2012 - December 2012
OppenheimerFunds July 2005 - March 2012
OppenheimerFunds January 2009 - June 2010
Rocky Mountaint Collegian August 2004 - August 2005
PepsiCo - Frito Lay August 2003 - August 2005
Skills
Google Apps, Google+, Marketing Communications, Blogging, Customer Service, Social Media, Advertising, Facebook, Program Management, Microsoft Office, Microsoft Excel, Leadership, Google Docs, Troubleshooting, Social Media Marketing, Microsoft Word, Google Groups, Excel, Word, Customer Relations, Mobile Devices, Graphic Design, HTML, CSS, Business Analysis, Process Improvement, Management
Education
Regis University 2009 — 2011
Master of Business Administration (M.B.A.), Marketing
Colorado State University 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
State of Colorado Governor's Office of Information Technology February 2013 - Present
State of Colorado Governor's Office of Information Technology December 2012 - February 2013
State of Colorado Governor's Office of Information Technology July 2012 - December 2012
OppenheimerFunds July 2005 - March 2012
OppenheimerFunds January 2009 - June 2010
Rocky Mountaint Collegian August 2004 - August 2005
PepsiCo - Frito Lay August 2003 - August 2005
Skills
Google Apps, Google+, Marketing Communications, Blogging, Customer Service, Social Media, Advertising, Facebook, Program Management, Microsoft Office, Microsoft Excel, Leadership, Google Docs, Troubleshooting, Social Media Marketing, Microsoft Word, Google Groups, Excel, Word, Customer Relations, Mobile Devices, Graphic Design, HTML, CSS, Business Analysis, Process Improvement, Management
Education
Regis University 2009 — 2011
Master of Business Administration (M.B.A.), Marketing
Colorado State University 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Amber Bray, M.Ed Amber Bray, M.Ed's OppenheimerFunds Experience November 2012 - March 2014
Job Culture, Change Management, Communications
Industry Management Consulting
Experience
RevGen Partners December 2014 - Present
Simply Home Now May 2014 - Present
OppenheimerFunds November 2012 - March 2014
The Employers Edge March 2012 - November 2012
GLS Worldwide July 2009 - March 2012
Jeppesen / Boeing June 2004 - June 2009
Envision 2002 - 2004
ConAgra Foods 2000 - 2001
Vector Marketing 1997 - 1999
Skills
Organizational..., Talent Management, Leadership Development, Performance Management, Employee Engagement, Change Management, Succession Planning, Coaching, Team Building, Training, Onboarding, Management Development, Learning Management, Human Resources, Instructional Design, Strategic Planning, Executive Coaching, Process Improvement, Organizational..., Performance Improvement, Program Management, Personnel Management, Management, Workshop Facilitation, Employee Benefits, Consulting, Hiring, Organizational Change, Employee Relations, Problem Solving, Customer Relations, Organizational Design, Customer Service, Talent Acquisition, Recruiting, Policy, Workforce Planning, Employee Training, Cultural Transformation, Team Performance, Agile Project Management, Agile Methodolgy, Scrum, Leadership, Agile Methodologies, Project Management
Education
Colorado State University 2000 — 2001
Masters of Education, Human Resources Development
University of Northern Colorado 1995 — 1999
Bachelors of Art, Sociology
RevGen Partners December 2014 - Present
Simply Home Now May 2014 - Present
OppenheimerFunds November 2012 - March 2014
The Employers Edge March 2012 - November 2012
GLS Worldwide July 2009 - March 2012
Jeppesen / Boeing June 2004 - June 2009
Envision 2002 - 2004
ConAgra Foods 2000 - 2001
Vector Marketing 1997 - 1999
Skills
Organizational..., Talent Management, Leadership Development, Performance Management, Employee Engagement, Change Management, Succession Planning, Coaching, Team Building, Training, Onboarding, Management Development, Learning Management, Human Resources, Instructional Design, Strategic Planning, Executive Coaching, Process Improvement, Organizational..., Performance Improvement, Program Management, Personnel Management, Management, Workshop Facilitation, Employee Benefits, Consulting, Hiring, Organizational Change, Employee Relations, Problem Solving, Customer Relations, Organizational Design, Customer Service, Talent Acquisition, Recruiting, Policy, Workforce Planning, Employee Training, Cultural Transformation, Team Performance, Agile Project Management, Agile Methodolgy, Scrum, Leadership, Agile Methodologies, Project Management
Education
Colorado State University 2000 — 2001
Masters of Education, Human Resources Development
University of Northern Colorado 1995 — 1999
Bachelors of Art, Sociology
Adam Lozinski, CFA Adam Lozinski, CFA's OppenheimerFunds Experience June 2006 - August 2006
Job Client Associate at Janus Capital Group
Industry Investment Management
Experience
University of Washington September 2015 - Present
Janus Capital Group March 2013 - Present
R.V. Kuhns & Associates October 2011 - March 2013
R.V. Kuhns & Associates June 2009 - September 2011
R.V. Kuhns & Associates June 2008 - May 2009
Protiviti March 2007 - April 2008
OppenheimerFunds June 2006 - August 2006
Colorado PERA June 2005 - August 2005
Skills
Asset Allocation, Investments, Portfolio Management, Alternative Investments, Asset Managment, Equities, Bloomberg, Financial Modeling, Fixed Income, Investment Strategies, Financial Analysis, Mutual Funds, Due Diligence, Finance, Capital Markets, Valuation, Hedge Funds, Analysis, Investment Management, Series 7, Microsoft Excel, Private Equity, Series 63, Asset Management
Education
Colorado State University 2002 — 2006
Bachelor of Science (BS), Business Administration, Finance Concentration
University of Washington September 2015 - Present
Janus Capital Group March 2013 - Present
R.V. Kuhns & Associates October 2011 - March 2013
R.V. Kuhns & Associates June 2009 - September 2011
R.V. Kuhns & Associates June 2008 - May 2009
Protiviti March 2007 - April 2008
OppenheimerFunds June 2006 - August 2006
Colorado PERA June 2005 - August 2005
Skills
Asset Allocation, Investments, Portfolio Management, Alternative Investments, Asset Managment, Equities, Bloomberg, Financial Modeling, Fixed Income, Investment Strategies, Financial Analysis, Mutual Funds, Due Diligence, Finance, Capital Markets, Valuation, Hedge Funds, Analysis, Investment Management, Series 7, Microsoft Excel, Private Equity, Series 63, Asset Management
Education
Colorado State University 2002 — 2006
Bachelor of Science (BS), Business Administration, Finance Concentration
Marc Cutilletta's OppenheimerFunds Experience June 2010 - June 2012
Job National Sales Manager, Hestra USA & President/Owner, Red Alfa Sales
Industry Sporting Goods
Experience
Red Alfa Sales June 2012 - Present
Hestra Gloves 2012 - Present
OppenheimerFunds June 2010 - June 2012
ArtReach Denver July 2005 - June 2010
Morgan Stanley Smith Barney 2005 - 2010
Wilson Sporting Goods May 1998 - July 2005
Denver Athletic Supply August 1994 - May 1998
T.L. Fritts May 1992 - August 1994
Skills
Independent Sales Rep, Territory Management, Customer Relations, Strategic Partnerships, Team Building, New Product Launch, Sales Management, Product Development, Public Speaking, Investments, Mutual Funds, Equities, Asset Management, Mentoring, Series 7, Series 66, Management, Account Management, Asset Managment, Sales Operations, Customer Service, Sales, Executive Management
Education
Colorado State University 1988 — 1992
BA, Economics
Hinsdale Central HS (Hinsdale, IL) 1984 — 1988
Red Alfa Sales June 2012 - Present
Hestra Gloves 2012 - Present
OppenheimerFunds June 2010 - June 2012
ArtReach Denver July 2005 - June 2010
Morgan Stanley Smith Barney 2005 - 2010
Wilson Sporting Goods May 1998 - July 2005
Denver Athletic Supply August 1994 - May 1998
T.L. Fritts May 1992 - August 1994
Skills
Independent Sales Rep, Territory Management, Customer Relations, Strategic Partnerships, Team Building, New Product Launch, Sales Management, Product Development, Public Speaking, Investments, Mutual Funds, Equities, Asset Management, Mentoring, Series 7, Series 66, Management, Account Management, Asset Managment, Sales Operations, Customer Service, Sales, Executive Management
Education
Colorado State University 1988 — 1992
BA, Economics
Hinsdale Central HS (Hinsdale, IL) 1984 — 1988
Audra Ader Audra Ader's OppenheimerFunds Experience September 2013 - February 2014
Job HR Generalist/Recruiter at Citywide Banks
Industry Financial Services
Experience
Citywide Banks March 2015 - Present
Emily Griffith Technical College April 2014 - March 2015
OppenheimerFunds September 2013 - February 2014
DIRECTV December 2012 - August 2013
Graebel Companies June 2012 - July 2012
Raytheon Polar Services April 2007 - March 2012
Raytheon Polar Services 2005 - 2007
Skills
Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., New Hire Orientations, HRIS, Training, Interviews, Recruiting, Hiring, Employee Benefits, Human Resources, Payroll, Job Fairs, Time Management, Process Improvement, Benefits Administration, Workforce Planning, Management, Deferred Compensation, Succession Planning, Technical Recruiting, College Recruiting, Talent Management, Temporary Placement, OFCCP, FMLA
Education
Colorado State University 1995 — 1997
B.S., Human Development & Family Studies
North Carolina Wesleyan College 1992 — 1994
Education
Citywide Banks March 2015 - Present
Emily Griffith Technical College April 2014 - March 2015
OppenheimerFunds September 2013 - February 2014
DIRECTV December 2012 - August 2013
Graebel Companies June 2012 - July 2012
Raytheon Polar Services April 2007 - March 2012
Raytheon Polar Services 2005 - 2007
Skills
Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., New Hire Orientations, HRIS, Training, Interviews, Recruiting, Hiring, Employee Benefits, Human Resources, Payroll, Job Fairs, Time Management, Process Improvement, Benefits Administration, Workforce Planning, Management, Deferred Compensation, Succession Planning, Technical Recruiting, College Recruiting, Talent Management, Temporary Placement, OFCCP, FMLA
Education
Colorado State University 1995 — 1997
B.S., Human Development & Family Studies
North Carolina Wesleyan College 1992 — 1994
Education
Ashley Lyons, CPA Ashley Lyons, CPA's OppenheimerFunds Experience February 2015 - Present
Job Manager, Treasury Oversight at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
OppenheimerFunds June 2012 - February 2015
Old Mutual Capital September 2010 - May 2012
ALPS, A DST Company April 2010 - September 2010
ALPS, A DST Company January 2008 - April 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Financial Reporting, Alternative Investments, Bloomberg, Securities, Equities, Investments, Finance
Education
Metropolitan State College of Denver 2011 — 2011
Certificate, Accounting
Colorado State University 2004 — 2007
Bachelor's, Finance
OppenheimerFunds February 2015 - Present
OppenheimerFunds June 2012 - February 2015
Old Mutual Capital September 2010 - May 2012
ALPS, A DST Company April 2010 - September 2010
ALPS, A DST Company January 2008 - April 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Financial Reporting, Alternative Investments, Bloomberg, Securities, Equities, Investments, Finance
Education
Metropolitan State College of Denver 2011 — 2011
Certificate, Accounting
Colorado State University 2004 — 2007
Bachelor's, Finance
Morgan Brown's OppenheimerFunds Experience June 2008 - February 2011
Job Director, Real Estate at Inspirato with American Express
Industry Financial Services
Experience
Inspirato with American Express March 2015 - Present
J.P. Morgan August 2013 - March 2015
Johnson & Johnson May 2012 - August 2012
OppenheimerFunds June 2008 - February 2011
Benchmark Performance Group May 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investments, Corporate Finance, Due Diligence, Mutual Funds, Equities, Portfolio Management, Asset Management, Data Analysis, Competitive Analysis, Strategic Planning, Analysis, Microsoft Office, Market Research, Microsoft Excel
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
Colorado State University 2004 — 2008
BS, Finance, Economics
Inspirato with American Express March 2015 - Present
J.P. Morgan August 2013 - March 2015
Johnson & Johnson May 2012 - August 2012
OppenheimerFunds June 2008 - February 2011
Benchmark Performance Group May 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investments, Corporate Finance, Due Diligence, Mutual Funds, Equities, Portfolio Management, Asset Management, Data Analysis, Competitive Analysis, Strategic Planning, Analysis, Microsoft Office, Market Research, Microsoft Excel
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
Colorado State University 2004 — 2008
BS, Finance, Economics
Chris Walston Chris Walston's OppenheimerFunds Experience 2003 - Present
Job AVP – Enterprise Database Systems
Industry Computer Software
Experience
Oppenheimerfunds 2003 - Present
Douglas Bell & Associates, Inc August 1998 - December 2002
InfoPro Inc. June 1997 - August 1998
Skills
Disaster Recovery, Shell Scripting, SQL, Networking, Software Documentation, Data Warehousing, IT Strategy, Windows, Agile Methodologies, Web Services, Technical Support, SDLC, Software Development, Troubleshooting, Software Project..., Vendor Management, Databases, Cloud Computing, Business Analysis, IT Management, Enterprise Architecture, VMware, TCP/IP, Unix, Microsoft SQL Server, Visio
Education
Colorado Mesa University 1994 — 1997
BS, Computer Science
Geneva College 1992 — 1994
Electrical Engineering, Computer Science, Mathematics
Oppenheimerfunds 2003 - Present
Douglas Bell & Associates, Inc August 1998 - December 2002
InfoPro Inc. June 1997 - August 1998
Skills
Disaster Recovery, Shell Scripting, SQL, Networking, Software Documentation, Data Warehousing, IT Strategy, Windows, Agile Methodologies, Web Services, Technical Support, SDLC, Software Development, Troubleshooting, Software Project..., Vendor Management, Databases, Cloud Computing, Business Analysis, IT Management, Enterprise Architecture, VMware, TCP/IP, Unix, Microsoft SQL Server, Visio
Education
Colorado Mesa University 1994 — 1997
BS, Computer Science
Geneva College 1992 — 1994
Electrical Engineering, Computer Science, Mathematics
Beckie Cohen's OppenheimerFunds Experience September 2005 - Present
Job Financial Professional
Industry Financial Services
Experience
OppenheimerFunds September 2005 - Present
Skills
Series 6, Strategic Planning, Small Business, Retirement Planning, Customer Service, Public Speaking, Microsoft Word
Education
Colorado State University 2009 — 2012
BS, Human Development and Family Studies
Colorado State University 1993 — 1997
BA, Music
Taylor High School
OppenheimerFunds September 2005 - Present
Skills
Series 6, Strategic Planning, Small Business, Retirement Planning, Customer Service, Public Speaking, Microsoft Word
Education
Colorado State University 2009 — 2012
BS, Human Development and Family Studies
Colorado State University 1993 — 1997
BA, Music
Taylor High School
Nate Haynes Nate Haynes's OppenheimerFunds Experience May 2014 - Present
Job Advisor Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds May 2014 - Present
MountainView Capital Group, LLC March 2013 - May 2014
MountainView Capital Group, LLC August 2012 - May 2014
Clayton May 2005 - August 2012
Fisher Investments 2004 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Financial Modeling, Asset Managment, Loans, Mortgage Lending, Valuation, Financial Analysis, Mortgage Servicing, Credit, Securitization, Mortgage Banking, Credit Analysis, Securities, MBS, Capital Markets, Hedge Funds, Financial Structuring, Due Diligence, Loan Origination, Residential Mortgages
Education
University of Colorado at Denver 2006 — 2009
MBA, Finance and Investment Management
Colorado State University 2000 — 2004
BS, Finance, Cum Laude
OppenheimerFunds May 2014 - Present
MountainView Capital Group, LLC March 2013 - May 2014
MountainView Capital Group, LLC August 2012 - May 2014
Clayton May 2005 - August 2012
Fisher Investments 2004 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Financial Modeling, Asset Managment, Loans, Mortgage Lending, Valuation, Financial Analysis, Mortgage Servicing, Credit, Securitization, Mortgage Banking, Credit Analysis, Securities, MBS, Capital Markets, Hedge Funds, Financial Structuring, Due Diligence, Loan Origination, Residential Mortgages
Education
University of Colorado at Denver 2006 — 2009
MBA, Finance and Investment Management
Colorado State University 2000 — 2004
BS, Finance, Cum Laude
Jason Hubersberger Jason Hubersberger's OppenheimerFunds Experience May 2011 - May 2014
Job Senior Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
OppenheimerFunds May 2011 - May 2014
OppenheimerFunds May 2007 - May 2011
OppenheimerFunds July 2005 - May 2007
Invesco Ltd. 2003 - 2005
Invesco Ltd. 1998 - 2003
Skills
Change Leadership, Leadership Development, Mutual Funds, Relationship Management, Financial Services, Process Improvement, 401k, Vendor Management, Business Analysis, Strategic Planning, Team Management, Management, Leadership, Operations Management, Performance Management, Change Management, Project Management, Team Leadership, New Business Development, Budgets, Risk Management, CRM, Series 6
Education
Colorado State University - MBA 2008 — 2010
MBA, Business Administration and Management, General
Colorado State University 1988 — 1992
BS, Business Marketing
Edward Jones June 2014 - Present
OppenheimerFunds May 2011 - May 2014
OppenheimerFunds May 2007 - May 2011
OppenheimerFunds July 2005 - May 2007
Invesco Ltd. 2003 - 2005
Invesco Ltd. 1998 - 2003
Skills
Change Leadership, Leadership Development, Mutual Funds, Relationship Management, Financial Services, Process Improvement, 401k, Vendor Management, Business Analysis, Strategic Planning, Team Management, Management, Leadership, Operations Management, Performance Management, Change Management, Project Management, Team Leadership, New Business Development, Budgets, Risk Management, CRM, Series 6
Education
Colorado State University - MBA 2008 — 2010
MBA, Business Administration and Management, General
Colorado State University 1988 — 1992
BS, Business Marketing
Aaron Magid's OppenheimerFunds Experience October 2008 - September 2010
Job Sr. Systems Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group November 2013 - Present
Brown Brothers Harriman September 2010 - November 2013
OppenheimerFunds October 2008 - September 2010
OppenheimerFunds 2004 - 2008
Skills
Business Analysis, Software Development, Testing, Bloomberg, Project Planning, Recruiting, Program Management, Business Requirements, Quality Assurance, Project Delivery, Analysis, Leadership
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS), Finance
Janus Capital Group November 2013 - Present
Brown Brothers Harriman September 2010 - November 2013
OppenheimerFunds October 2008 - September 2010
OppenheimerFunds 2004 - 2008
Skills
Business Analysis, Software Development, Testing, Bloomberg, Project Planning, Recruiting, Program Management, Business Requirements, Quality Assurance, Project Delivery, Analysis, Leadership
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS), Finance
Robin Lopez Robin Lopez's OppenheimerFunds Experience September 2008 - April 2011
Job Senior Corporate Trainer
Industry Financial Services
Experience
Curian Capital, LLC January 2013 - Present
OppenheimerFunds September 2008 - April 2011
Oppenheimerfunds November 2001 - September 2008
OppenheimerFunds November 1992 - November 2001
Justus of Steamboat August 1988 - September 1991
Skills
Mutual Funds, Risk Management, ERP, Vendor Management, Quality Assurance, Process Improvement, FINRA, Contract Management, Technical Writing, Customer Service, Change Management, Investments, Analysis, Leadership, Project Management, Strategy, Operations Management
Education
Columbia College 2013 — 2016
BS Business Management
Colorado Mountain College
A.A.S.
Colorado State University
Curian Capital, LLC January 2013 - Present
OppenheimerFunds September 2008 - April 2011
Oppenheimerfunds November 2001 - September 2008
OppenheimerFunds November 1992 - November 2001
Justus of Steamboat August 1988 - September 1991
Skills
Mutual Funds, Risk Management, ERP, Vendor Management, Quality Assurance, Process Improvement, FINRA, Contract Management, Technical Writing, Customer Service, Change Management, Investments, Analysis, Leadership, Project Management, Strategy, Operations Management
Education
Columbia College 2013 — 2016
BS Business Management
Colorado Mountain College
A.A.S.
Colorado State University
Mark Christner Mark Christner's OppenheimerFunds Experience June 2005 - September 2010
Job Finance and Accounting Consultant at Xcel Energy
Industry Financial Services
Experience
Xcel Energy November 2014 - Present
Schrader International January 2013 - October 2014
Western Union June 2011 - December 2012
Brown Brothers Harriman September 2010 - June 2011
OppenheimerFunds June 2005 - September 2010
Skills
Financial Accounting, Fund Accounting, Accounting, Access, Microsoft Excel, VBA, Finance, Analysis, Derivatives, Financial Reporting, Cheese, Corporate Finance, Financial Modeling, Sarbanes-Oxley Act, General Ledger, Forecasting, Financial Analysis
Education
University of Colorado Denver 2007 — 2008
Master of Science, Finance
Colorado State University 2001 — 2005
Bachelor of Science, Business Administration
Xcel Energy November 2014 - Present
Schrader International January 2013 - October 2014
Western Union June 2011 - December 2012
Brown Brothers Harriman September 2010 - June 2011
OppenheimerFunds June 2005 - September 2010
Skills
Financial Accounting, Fund Accounting, Accounting, Access, Microsoft Excel, VBA, Finance, Analysis, Derivatives, Financial Reporting, Cheese, Corporate Finance, Financial Modeling, Sarbanes-Oxley Act, General Ledger, Forecasting, Financial Analysis
Education
University of Colorado Denver 2007 — 2008
Master of Science, Finance
Colorado State University 2001 — 2005
Bachelor of Science, Business Administration
Marla Ritter Marla Ritter's OppenheimerFunds Experience October 2006 - May 2012
Job Excited to be engaging in a new adventure
Industry Financial Services
Experience
State of Colorado January 2013 - Present
OppenheimerFunds October 2006 - May 2012
OppenheimerFunds October 2004 - October 2006
OppenheimerFunds October 2001 - October 2006
OppenheimerFunds October 2000 - October 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Access, Customer Service, Oracle SQL, Office Administration, Office Equipment, Visio
Education
Colorado State University
State of Colorado January 2013 - Present
OppenheimerFunds October 2006 - May 2012
OppenheimerFunds October 2004 - October 2006
OppenheimerFunds October 2001 - October 2006
OppenheimerFunds October 2000 - October 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Access, Customer Service, Oracle SQL, Office Administration, Office Equipment, Visio
Education
Colorado State University
Dena Lacey's OppenheimerFunds Experience 1994 - 1998
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 1999 - Present
First Premier Bank 1998 - 1999
OppenheimerFunds 1994 - 1998
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Hedge Funds, Portfolio Management, Bonds, Series 7, Trading, Options, Structured Finance, Structured Products
Education
University of Colorado at Denver 1996 — 1998
MS, Finance
Colorado State University 1990 — 1993
BS, Finance
Guggenheim Partners 1999 - Present
First Premier Bank 1998 - 1999
OppenheimerFunds 1994 - 1998
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Hedge Funds, Portfolio Management, Bonds, Series 7, Trading, Options, Structured Finance, Structured Products
Education
University of Colorado at Denver 1996 — 1998
MS, Finance
Colorado State University 1990 — 1993
BS, Finance
Carrie Womack Dixon Carrie Womack Dixon's OppenheimerFunds Experience May 1984 - April 1990
Job Sr Env Project Asst/Task Mgr at ARCADIS
Industry Environmental Services
Experience
ARCADIS October 1996 - Present
Printing & Imaging Association Mountain States (PIAMS) August 1990 - May 1996
OppenheimerFunds May 1984 - April 1990
Skills
NEPA, Permitting, Environmental, Microsoft Office, Non-profits, Data Management, Environmental Awareness, Groundwater Remediation, Nonprofits, Environmental Permitting, Environmental Science, Environmental Consulting, Environmental Policy, Environmental Compliance, Groundwater, Remediation, CERCLA
Education
Colorado State University 1978 — 1983
George Washington High School 1975 — 1978
HS Diploma
ARCADIS October 1996 - Present
Printing & Imaging Association Mountain States (PIAMS) August 1990 - May 1996
OppenheimerFunds May 1984 - April 1990
Skills
NEPA, Permitting, Environmental, Microsoft Office, Non-profits, Data Management, Environmental Awareness, Groundwater Remediation, Nonprofits, Environmental Permitting, Environmental Science, Environmental Consulting, Environmental Policy, Environmental Compliance, Groundwater, Remediation, CERCLA
Education
Colorado State University 1978 — 1983
George Washington High School 1975 — 1978
HS Diploma
Joe Medina Joe Medina's OppenheimerFunds Experience Senior Business AnalystAIM Investments2003 - 2005
Job Project Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds Senior Business AnalystAIM Investments2003 - 2005
INVESCO 1998 - 2003
Berean Christian Stores 1996 - 1998
Anheuser-Busch 1992 - 1994
Skills
Project Management, Vendor Management, MS Project, Business Analysis, Risk Management, Process Improvement, SDLC, Program Management, PMP, Project Portfolio..., Asset Management, PMO, Visio, Change Management, Financial Services, Business Process..., Project Planning, Mutual Funds, Requirements Analysis, Requirements Gathering
Education
Regis University 2002 — 2005
BS, Business Administation
Colorado State University 1989 — 1992
Construction Management
OppenheimerFunds Senior Business AnalystAIM Investments2003 - 2005
INVESCO 1998 - 2003
Berean Christian Stores 1996 - 1998
Anheuser-Busch 1992 - 1994
Skills
Project Management, Vendor Management, MS Project, Business Analysis, Risk Management, Process Improvement, SDLC, Program Management, PMP, Project Portfolio..., Asset Management, PMO, Visio, Change Management, Financial Services, Business Process..., Project Planning, Mutual Funds, Requirements Analysis, Requirements Gathering
Education
Regis University 2002 — 2005
BS, Business Administation
Colorado State University 1989 — 1992
Construction Management
K C Young K C Young's OppenheimerFunds Experience September 1998 - February 2004
Job Chief Operating Officer at Elegant Ecards, Ltd
Industry Higher Education
Experience
Elegant E-cards, Ltd June 2012 - Present
Arapahoe Community College January 2011 - December 2011
Entrust LLC July 2008 - December 2009
Great-West Life May 2006 - May 2007
OppenheimerFunds September 1998 - February 2004
Skills
Equities, Investments, Fixed Income, Mutual Funds, Valuation, Trading, Account Reconciliation, Bonds, Cash Flow, Asset Management, Financial Analysis, Alternative Investments, Securities, Econometric Modeling
Education
Colorado State University 2013 — 2017
Doctor of Philosophy (Ph.D.), Economics
University of Colorado Denver 2009 — 2009
M.S., Finance
University of Arizona 1987 — 1997
B.S.B.A., Economics and Finance
Cherry Creek High School 1982 — 1986
Elegant E-cards, Ltd June 2012 - Present
Arapahoe Community College January 2011 - December 2011
Entrust LLC July 2008 - December 2009
Great-West Life May 2006 - May 2007
OppenheimerFunds September 1998 - February 2004
Skills
Equities, Investments, Fixed Income, Mutual Funds, Valuation, Trading, Account Reconciliation, Bonds, Cash Flow, Asset Management, Financial Analysis, Alternative Investments, Securities, Econometric Modeling
Education
Colorado State University 2013 — 2017
Doctor of Philosophy (Ph.D.), Economics
University of Colorado Denver 2009 — 2009
M.S., Finance
University of Arizona 1987 — 1997
B.S.B.A., Economics and Finance
Cherry Creek High School 1982 — 1986
Heather Paschall Heather Paschall's OppenheimerFunds Experience July 2015 - Present
Job Student at Colorado School of Mines
Industry Computer Software
Experience
OppenheimerFunds July 2015 - Present
Colorado School of Mines Career Center June 2009 - December 2013
Disney Interactive April 2013 - August 2013
Lockheed Martin May 2011 - August 2011
Lockheed Martin May 2010 - August 2010
Skills
Ruby, C++, C, Fortran, VBA, Python, Java, JavaScript, Haskell, MySQL, MongoDB, MongoMapper, Linux, Mac OS, Windows, Visual Studio, SQLite, SQL, ActiveRecord, SolidWorks, Mathematica, Teamwork, Team Management, Written Communication, Communication, Problem Solving, Object Oriented Design, Functional Design, Test Driven Development, Agile Application..., Agile & Waterfall..., Pair Programming, MIPS
Education
Colorado School of Mines 2008 — 2015
Bachelor of Science (BS), Computer Science
OppenheimerFunds July 2015 - Present
Colorado School of Mines Career Center June 2009 - December 2013
Disney Interactive April 2013 - August 2013
Lockheed Martin May 2011 - August 2011
Lockheed Martin May 2010 - August 2010
Skills
Ruby, C++, C, Fortran, VBA, Python, Java, JavaScript, Haskell, MySQL, MongoDB, MongoMapper, Linux, Mac OS, Windows, Visual Studio, SQLite, SQL, ActiveRecord, SolidWorks, Mathematica, Teamwork, Team Management, Written Communication, Communication, Problem Solving, Object Oriented Design, Functional Design, Test Driven Development, Agile Application..., Agile & Waterfall..., Pair Programming, MIPS
Education
Colorado School of Mines 2008 — 2015
Bachelor of Science (BS), Computer Science
Cameron Roman Cameron Roman's OppenheimerFunds Experience January 2011 - June 2013
Job Senior Accountant at American Capital
Industry Financial Services
Experience
American Capital July 2014 - Present
Towers Watson June 2013 - July 2014
OppenheimerFunds January 2011 - June 2013
Intrawest February 2010 - December 2010
Intrawest March 2009 - February 2010
Starbucks April 2003 - January 2009
Skills
General Ledger, Financial Accounting, JD Edwards, Accruals, Microsoft Excel, GAAP, Analysis, Microsoft Word, Outlook, Variance Analysis, Accounting, Hyperion Enterprise, Budgets, Hyperion HFM, Cost Accounting, Essbase, SAP R/3, SAP BW, Communication Skills, Supervisory Experience, Mutual Funds, Process Control, Hyperion Reports, Smartview, Oracle General Ledger, Account Reconciliation, Financial Reporting
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2008
Bachelor of Business Administration (BBA), Accounting
Colorado Mountain College 2004 — 2006
Business Administration and Management, General
American Capital July 2014 - Present
Towers Watson June 2013 - July 2014
OppenheimerFunds January 2011 - June 2013
Intrawest February 2010 - December 2010
Intrawest March 2009 - February 2010
Starbucks April 2003 - January 2009
Skills
General Ledger, Financial Accounting, JD Edwards, Accruals, Microsoft Excel, GAAP, Analysis, Microsoft Word, Outlook, Variance Analysis, Accounting, Hyperion Enterprise, Budgets, Hyperion HFM, Cost Accounting, Essbase, SAP R/3, SAP BW, Communication Skills, Supervisory Experience, Mutual Funds, Process Control, Hyperion Reports, Smartview, Oracle General Ledger, Account Reconciliation, Financial Reporting
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2008
Bachelor of Business Administration (BBA), Accounting
Colorado Mountain College 2004 — 2006
Business Administration and Management, General
Terry Northrop Terry Northrop's OppenheimerFunds Experience December 2007 - June 2011
Job Lead Software Build Engineer at LogRhythm
Industry Computer Software
Experience
LogRhythm July 2014 - Present
Market Force Information April 2013 - July 2014
GHX June 2011 - April 2013
OppenheimerFunds December 2007 - June 2011
ServiceMagic May 2004 - November 2007
Skills
Subversion, Agile Methodologies, Apache, Maven, Perl, Unix, Tomcat, Linux, SQL, CVS, Shell Scripting, Solaris, Software Project..., Software Development, Configuration Management, Scrum, Git, Software Configuration..., Ant, Perl Script, Test Automation
Education
Colorado School of Mines 1998 — 2002
Bachelor of Science (BS), Mathematics and Computer Science
Colorado School of Mines 1998 — 2002
Bachelor of Science (BS), Electrical and Electronics Engineering
LogRhythm July 2014 - Present
Market Force Information April 2013 - July 2014
GHX June 2011 - April 2013
OppenheimerFunds December 2007 - June 2011
ServiceMagic May 2004 - November 2007
Skills
Subversion, Agile Methodologies, Apache, Maven, Perl, Unix, Tomcat, Linux, SQL, CVS, Shell Scripting, Solaris, Software Project..., Software Development, Configuration Management, Scrum, Git, Software Configuration..., Ant, Perl Script, Test Automation
Education
Colorado School of Mines 1998 — 2002
Bachelor of Science (BS), Mathematics and Computer Science
Colorado School of Mines 1998 — 2002
Bachelor of Science (BS), Electrical and Electronics Engineering
Erica Kelley Erica Kelley's OppenheimerFunds Experience December 2012 - June 2013
Job Director of Marketing at Castle & Cooke Mortgage, LLC
Industry Financial Services
Experience
Castle & Cooke Mortgage, LLC December 2014 - Present
WHV Investment Management, Inc. July 2013 - October 2014
OppenheimerFunds December 2012 - June 2013
Steelpath Advisors June 2012 - December 2012
Steelpath Advisors September 2011 - June 2012
Jackson National Life March 2011 - September 2011
Transamerica March 2008 - February 2011
Janus Capital Group October 2005 - March 2008
Janus March 2003 - October 2005
Janus Capital Group July 2002 - March 2003
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing, Relationship Management, Competitive Analysis, Team Leadership, Web Project Management, Direct Marketing, Integrated Marketing, Market Research, Email Marketing, CRM, Investments, Mutual Funds, RFP, SEO
Education
Regis University 2004 — 2007
Master of Business Administration (M.B.A.)
Colorado State University 1994 — 1999
B.S., Business/Marketing
Castle & Cooke Mortgage, LLC December 2014 - Present
WHV Investment Management, Inc. July 2013 - October 2014
OppenheimerFunds December 2012 - June 2013
Steelpath Advisors June 2012 - December 2012
Steelpath Advisors September 2011 - June 2012
Jackson National Life March 2011 - September 2011
Transamerica March 2008 - February 2011
Janus Capital Group October 2005 - March 2008
Janus March 2003 - October 2005
Janus Capital Group July 2002 - March 2003
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing, Relationship Management, Competitive Analysis, Team Leadership, Web Project Management, Direct Marketing, Integrated Marketing, Market Research, Email Marketing, CRM, Investments, Mutual Funds, RFP, SEO
Education
Regis University 2004 — 2007
Master of Business Administration (M.B.A.)
Colorado State University 1994 — 1999
B.S., Business/Marketing
Don Wright's OppenheimerFunds Experience January 2005 - November 2011
Job Sales Associate at AutoNation
Industry Financial Services
Experience
AutoNation - Subaru West, Golden January 2015 - Present
Bank of the West August 2013 - December 2014
Bank of the West November 2012 - December 2014
Bank of the West August 2012 - November 2012
Great-West Life and Annuity Insurance Company March 2012 - August 2012
Wealth Concepts, LLC December 2011 - February 2012
OppenheimerFunds January 2005 - November 2011
Agilent Technologies June 1999 - September 2004
Commercial Federal Bank 1986 - 1995
Skills
Investments, Mutual Funds, 401k, Series 63, Finance, Series 7, Investment Strategies, Relationship Management, Leadership, Retirement Planning, CRM, Securities, Financial Advisory, Series 6, Retirement, Asset Allocation, Banking, Wealth Management, Customer Service, Team Building, IRAs, Investment Advisory, Strategic Financial..., Customer Relations, Sales, Automotive
Education
University of Colorado at Denver 1986 — 1991
Bachelors, Finance
Colorado State University 1983 — 1985
Mechanical engineering
Thomas Jefferson High School 1979 — 1982
AutoNation - Subaru West, Golden January 2015 - Present
Bank of the West August 2013 - December 2014
Bank of the West November 2012 - December 2014
Bank of the West August 2012 - November 2012
Great-West Life and Annuity Insurance Company March 2012 - August 2012
Wealth Concepts, LLC December 2011 - February 2012
OppenheimerFunds January 2005 - November 2011
Agilent Technologies June 1999 - September 2004
Commercial Federal Bank 1986 - 1995
Skills
Investments, Mutual Funds, 401k, Series 63, Finance, Series 7, Investment Strategies, Relationship Management, Leadership, Retirement Planning, CRM, Securities, Financial Advisory, Series 6, Retirement, Asset Allocation, Banking, Wealth Management, Customer Service, Team Building, IRAs, Investment Advisory, Strategic Financial..., Customer Relations, Sales, Automotive
Education
University of Colorado at Denver 1986 — 1991
Bachelors, Finance
Colorado State University 1983 — 1985
Mechanical engineering
Thomas Jefferson High School 1979 — 1982
Kate Fountain's OppenheimerFunds Experience January 2008 - April 2013
Job Human Resources Generalist
Industry Human Resources
Experience
Red Robin March 2015 - Present
Hitachi Data Systems April 2013 - February 2015
OppenheimerFunds January 2008 - April 2013
Wells Fargo Bank March 2006 - December 2006
Skills
Human Resources, Recruiting, Financial Services, Banking, Personnel Management, 401k, Mutual Funds, Retirement, Series 6, Project Management, Training, Process Improvement, Employee Benefits, Management, Leadership
Education
University of Denver 2011 — 2014
MA, Strategic Human Resource Management
Colorado State University 2003 — 2007
BA, Liberal Arts - Communication Studies
Red Robin March 2015 - Present
Hitachi Data Systems April 2013 - February 2015
OppenheimerFunds January 2008 - April 2013
Wells Fargo Bank March 2006 - December 2006
Skills
Human Resources, Recruiting, Financial Services, Banking, Personnel Management, 401k, Mutual Funds, Retirement, Series 6, Project Management, Training, Process Improvement, Employee Benefits, Management, Leadership
Education
University of Denver 2011 — 2014
MA, Strategic Human Resource Management
Colorado State University 2003 — 2007
BA, Liberal Arts - Communication Studies
Aaron Bauman Aaron Bauman's OppenheimerFunds Experience December 2007 - October 2008
Job Partner Development Manager at Lexmark Enterprise Software
Industry Computer Software
Experience
Lexmark Enterprise Software 2015 - Present
Kofax October 2014 - Present
Parascript July 2011 - September 2014
Kofax October 2008 - July 2011
OppenheimerFunds December 2007 - October 2008
3t Systems September 2006 - December 2007
IKON Office Solutions May 2003 - August 2006
Skills
Enterprise Content..., Document Management, Document Imaging, Kofax, Professional Services, Document Capture, Image Capture, Pre-sales, Enterprise Software, SaaS, Go-to-market Strategy, OCR, Solution Selling, Software Industry, Forms Processing, Business Process..., ICR, Software Project..., Project Management, Business Process..., Business Process..., Management, Project Planning, Customer Service, Leadership, Cross-functional Team..., Digital Imaging, Scanners, Salesforce.com, Requirements Analysis, Software Development, Virtualization, Managed Services, Integration, Business Intelligence, Strategy
Education
Colorado State University 2014 — 2014
Project Management Certificate Program, Working towards PMP Certification through PMI
The University of South Dakota 1993 — 1994
Business / Computer Science
South Dakota State University 1990 — 1991
Psychology
Lexmark Enterprise Software 2015 - Present
Kofax October 2014 - Present
Parascript July 2011 - September 2014
Kofax October 2008 - July 2011
OppenheimerFunds December 2007 - October 2008
3t Systems September 2006 - December 2007
IKON Office Solutions May 2003 - August 2006
Skills
Enterprise Content..., Document Management, Document Imaging, Kofax, Professional Services, Document Capture, Image Capture, Pre-sales, Enterprise Software, SaaS, Go-to-market Strategy, OCR, Solution Selling, Software Industry, Forms Processing, Business Process..., ICR, Software Project..., Project Management, Business Process..., Business Process..., Management, Project Planning, Customer Service, Leadership, Cross-functional Team..., Digital Imaging, Scanners, Salesforce.com, Requirements Analysis, Software Development, Virtualization, Managed Services, Integration, Business Intelligence, Strategy
Education
Colorado State University 2014 — 2014
Project Management Certificate Program, Working towards PMP Certification through PMI
The University of South Dakota 1993 — 1994
Business / Computer Science
South Dakota State University 1990 — 1991
Psychology
Bill Thomas, MBA's OppenheimerFunds Experience 1989 - 1995
Job CEO & Director of Customer Services at The MSX Group
Industry Computer Software
Experience
The MSX Group March 2010 - Present
Education Foundation Inc, Colorado National Guard May 2009 - Present
USAF\Air National Guard December 1983 - June 2015
Microsoft Corp September 2001 - March 2010
Microsoft-FRx October 2001 - August 2004
IQ3G August 2000 - March 2001
Vroom May 2000 - August 2000
FRx Software 1998 - 2000
Customer Insight 1995 - 1998
OppenheimerFunds 1989 - 1995
Skills
Microsoft Technologies, SaaS, Microsoft SQL Server, SharePoint, Start-ups, Business Intelligence, Cloud Computing, Databases, Leadership, Client Service Oriented, Customer Service, Strategy, Enterprise Software, Partner Management, Management Consulting, Program Management, Team Building, Training, Networking, Account Management, Management, Team Management, Quality Assurance, Telecommunications, CRM, Integration, Consulting, Business Analysis, Team Leadership
Education
Colorado State University 2007 — 2009
MBA, Business Administration (Entrepreneurial focus)
United States Air War College 2000 — 2001
United States Air Command & Staff College 1998 — 1999
University of Northern Colorado 1979 — 1983
B.A., Geography
Gateway High 1975 — 1979
The MSX Group March 2010 - Present
Education Foundation Inc, Colorado National Guard May 2009 - Present
USAF\Air National Guard December 1983 - June 2015
Microsoft Corp September 2001 - March 2010
Microsoft-FRx October 2001 - August 2004
IQ3G August 2000 - March 2001
Vroom May 2000 - August 2000
FRx Software 1998 - 2000
Customer Insight 1995 - 1998
OppenheimerFunds 1989 - 1995
Skills
Microsoft Technologies, SaaS, Microsoft SQL Server, SharePoint, Start-ups, Business Intelligence, Cloud Computing, Databases, Leadership, Client Service Oriented, Customer Service, Strategy, Enterprise Software, Partner Management, Management Consulting, Program Management, Team Building, Training, Networking, Account Management, Management, Team Management, Quality Assurance, Telecommunications, CRM, Integration, Consulting, Business Analysis, Team Leadership
Education
Colorado State University 2007 — 2009
MBA, Business Administration (Entrepreneurial focus)
United States Air War College 2000 — 2001
United States Air Command & Staff College 1998 — 1999
University of Northern Colorado 1979 — 1983
B.A., Geography
Gateway High 1975 — 1979
Judith Dinkel Judith Dinkel's OppenheimerFunds Experience September 1987 - August 2001
Job Accounting Manager at Douglas County
Industry Government Administration
Experience
Douglas County Government November 2007 - Present
Town of Castle Rock December 2002 - June 2005
OppenheimerFunds September 1987 - August 2001
Skills
Analysis, Policy, Access, Process Improvement, Managerial Finance, Strategic Planning, Budget Reconciliation, Accounts Payable, Risk Management, Project Planning, Leadership, Program Management, Budgets
Education
University of Wyoming 1983 — 1985
Bachelor of Science (BS), Finance, General
Colorado State University 1981 — 1983
Geology/Earth Science, General
Douglas County Government November 2007 - Present
Town of Castle Rock December 2002 - June 2005
OppenheimerFunds September 1987 - August 2001
Skills
Analysis, Policy, Access, Process Improvement, Managerial Finance, Strategic Planning, Budget Reconciliation, Accounts Payable, Risk Management, Project Planning, Leadership, Program Management, Budgets
Education
University of Wyoming 1983 — 1985
Bachelor of Science (BS), Finance, General
Colorado State University 1981 — 1983
Geology/Earth Science, General
Patrick Springston Patrick Springston's OppenheimerFunds Experience January 2005 - Present
Job Manager Business Technology at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds January 2005 - Present
Morgan Stanley 2003 - 2004
Skills
Mutual Funds, Series 7
Education
Colorado State University 1999 — 2003
Bachelor's, Finance
OppenheimerFunds January 2005 - Present
Morgan Stanley 2003 - 2004
Skills
Mutual Funds, Series 7
Education
Colorado State University 1999 — 2003
Bachelor's, Finance
Alex Buckley Alex Buckley's OppenheimerFunds Experience May 2014 - August 2014
Job Associate Bank Examiner at Farm Credit Administration
Industry Banking
Experience
Farm Credit Administration June 2015 - Present
Colorado State Summit Fund May 2014 - January 2015
Cherry Hills Country Club May 2012 - September 2014
OppenheimerFunds May 2014 - August 2014
Strategic Energy Systems December 2013 - May 2014
Skills
Finance, Teamwork, Microsoft Excel, Financial Analysis, Customer Service, Time Management, Corporate Finance, Leadership, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Investments, Research, Social Media, Analysis, Financial Accounting, Management, Accounting, Portfolio Management, Sales, Financial Product..., Financial Services, Banking, Regulatory Examinations
Education
Colorado State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Corporate, Senior
Farm Credit Administration June 2015 - Present
Colorado State Summit Fund May 2014 - January 2015
Cherry Hills Country Club May 2012 - September 2014
OppenheimerFunds May 2014 - August 2014
Strategic Energy Systems December 2013 - May 2014
Skills
Finance, Teamwork, Microsoft Excel, Financial Analysis, Customer Service, Time Management, Corporate Finance, Leadership, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Investments, Research, Social Media, Analysis, Financial Accounting, Management, Accounting, Portfolio Management, Sales, Financial Product..., Financial Services, Banking, Regulatory Examinations
Education
Colorado State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Corporate, Senior
Sarah Taylor, CPA's OppenheimerFunds Experience October 2006 - July 2007
Job Senior Accountant at C12 Energy
Industry Accounting
Experience
C12 Energy, LLC January 2015 - Present
TransMontaigne March 2013 - December 2014
Family Foundations International April 2012 - March 2013
Deloitte & Touche September 2011 - April 2012
Investment Services Group (Kelmore Development) October 2009 - September 2011
Marilyn Hickey Ministries July 2007 - October 2009
OppenheimerFunds October 2006 - July 2007
First National Bank of the Rockies January 2004 - March 2005
Jobsite Inc November 2001 - January 2004
Skills
Internal Controls, Financial Reporting, Accounting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, Auditing, SEC filings, Account Reconciliation, Financial Analysis, Accounts Payable, IFRS, External Audit, Big 4, Payroll, Cash Flow Forecasting, Budgets, SEC Filings
Education
Colorado Technical University 2009 — 2010
Master of Science (MS), Accounting
Mesa State College 2000 — 2003
Bachelor of Arts (B.A.), Finance and Economics
C12 Energy, LLC January 2015 - Present
TransMontaigne March 2013 - December 2014
Family Foundations International April 2012 - March 2013
Deloitte & Touche September 2011 - April 2012
Investment Services Group (Kelmore Development) October 2009 - September 2011
Marilyn Hickey Ministries July 2007 - October 2009
OppenheimerFunds October 2006 - July 2007
First National Bank of the Rockies January 2004 - March 2005
Jobsite Inc November 2001 - January 2004
Skills
Internal Controls, Financial Reporting, Accounting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, Auditing, SEC filings, Account Reconciliation, Financial Analysis, Accounts Payable, IFRS, External Audit, Big 4, Payroll, Cash Flow Forecasting, Budgets, SEC Filings
Education
Colorado Technical University 2009 — 2010
Master of Science (MS), Accounting
Mesa State College 2000 — 2003
Bachelor of Arts (B.A.), Finance and Economics
Chase Bongirno Chase Bongirno's OppenheimerFunds Experience June 2007 - August 2007
Job Supervisor at PR Newswire
Industry Financial Services
Experience
Vintage, a division of PR Newswire June 2013 - Present
Rivet Software January 2011 - June 2013
Fortner, Bayens, Levkulich & Garrison, P.C. May 2009 - August 2010
Deloitte May 2008 - September 2008
OppenheimerFunds June 2007 - August 2007
Skills
Internal Audit, Compliance, Technical Accounting, Financial Institutions, XBRL, Software Project..., EDGAR, SEC Financial Reporting, MD&A, Accounting, Financial Reporting, SEC filings, Commercial Banking, Financial Statements, Auditing, GAAP, Forecasting, US GAAP, Account Reconciliation, Revenue Recognition, Process Improvement, Cash Flow, Financial Modeling, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Analysis, Financial Accounting, IFRS, Leadership, Management, General Ledger, Banking, CPA, Variance Analysis, Corporate Finance, Consolidation, Managerial Finance, Mergers & Acquisitions, Hyperion Enterprise, Strategic Financial..., SEC Filings, Finance, Microsoft Office
Education
Colorado State University 2015 — 2017
Master of Science (MS), Business Management
University of Northern Colorado 2005 — 2009
Bachelor of Science (BS), Accounting
EBS - European Business School Paris 2008 — 2008
General Studies, Business/Commerce
Vintage, a division of PR Newswire June 2013 - Present
Rivet Software January 2011 - June 2013
Fortner, Bayens, Levkulich & Garrison, P.C. May 2009 - August 2010
Deloitte May 2008 - September 2008
OppenheimerFunds June 2007 - August 2007
Skills
Internal Audit, Compliance, Technical Accounting, Financial Institutions, XBRL, Software Project..., EDGAR, SEC Financial Reporting, MD&A, Accounting, Financial Reporting, SEC filings, Commercial Banking, Financial Statements, Auditing, GAAP, Forecasting, US GAAP, Account Reconciliation, Revenue Recognition, Process Improvement, Cash Flow, Financial Modeling, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Analysis, Financial Accounting, IFRS, Leadership, Management, General Ledger, Banking, CPA, Variance Analysis, Corporate Finance, Consolidation, Managerial Finance, Mergers & Acquisitions, Hyperion Enterprise, Strategic Financial..., SEC Filings, Finance, Microsoft Office
Education
Colorado State University 2015 — 2017
Master of Science (MS), Business Management
University of Northern Colorado 2005 — 2009
Bachelor of Science (BS), Accounting
EBS - European Business School Paris 2008 — 2008
General Studies, Business/Commerce
Brandon Mohr's OppenheimerFunds Experience June 2015 - Present
Job Compliance Analyst Intern at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
Colorado State University Recreation Center March 2015 - Present
The Broadmoor June 2011 - September 2014
Camp Id-Ra-Ha-Je June 2010 - July 2010
Skills
Customer Service, Microsoft Excel, Hospitality, Banquets, Catering, Fine Dining, Hotels, PowerPoint, Food & Beverage, Hospitality Industry, Microsoft Office, Restaurants, Hotel Management, Resorts, Restaurant Management, Event Planning, Tourism, Microsoft Word, Finance, Investment Strategies, Investments, International Business, International Trade, International Relations, Public Speaking, Social Media
Education
Colorado State University 2012 — 2016
Finance, General, Junior
Keele University 2014 — 2014
Study Abroad, Banking, Corporate, Finance, and Securities Law, Junior
The Vanguard School 2008 — 2012
High School Diploma
OppenheimerFunds June 2015 - Present
Colorado State University Recreation Center March 2015 - Present
The Broadmoor June 2011 - September 2014
Camp Id-Ra-Ha-Je June 2010 - July 2010
Skills
Customer Service, Microsoft Excel, Hospitality, Banquets, Catering, Fine Dining, Hotels, PowerPoint, Food & Beverage, Hospitality Industry, Microsoft Office, Restaurants, Hotel Management, Resorts, Restaurant Management, Event Planning, Tourism, Microsoft Word, Finance, Investment Strategies, Investments, International Business, International Trade, International Relations, Public Speaking, Social Media
Education
Colorado State University 2012 — 2016
Finance, General, Junior
Keele University 2014 — 2014
Study Abroad, Banking, Corporate, Finance, and Securities Law, Junior
The Vanguard School 2008 — 2012
High School Diploma
Nielsen Fields, CFA Nielsen Fields, CFA's OppenheimerFunds Experience May 2006 - August 2006
Job Analyst at Summit Global Management
Industry Financial Services
Experience
Columbia Business School August 2015 - Present
Summit Global Management February 2007 - July 2015
UBS Wealth Management August 2006 - December 2006
OppenheimerFunds May 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Excel, Bloomberg, Investments, Trading, Fundamental Analysis, Equities, Valuation, Asset Managment, Asset Management, Value Investing, Alternative Investments, Analysis, Equity Research
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA), Investments and Securities
Colorado State University 2003 — 2006
Bachelor of Science In Business Administration, Finance
Columbia Business School August 2015 - Present
Summit Global Management February 2007 - July 2015
UBS Wealth Management August 2006 - December 2006
OppenheimerFunds May 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Excel, Bloomberg, Investments, Trading, Fundamental Analysis, Equities, Valuation, Asset Managment, Asset Management, Value Investing, Alternative Investments, Analysis, Equity Research
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA), Investments and Securities
Colorado State University 2003 — 2006
Bachelor of Science In Business Administration, Finance
Amy Sperber, APR Amy Sperber, APR's OppenheimerFunds Experience February 2013 - February 2015
Job Director, Employee Communications
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
OppenheimerFunds February 2013 - February 2015
OppenheimerFunds, Inc. February 2011 - January 2013
OppenheimerFunds November 2009 - February 2011
Allstate Insurance Company March 2004 - October 2009
Allstate 2004 - 2008
PRSA Colorado Chapter 2005 - 2007
Lawscomm 2001 - 2004
High Speed Access Corp. July 1999 - May 2001
American Heart Association 1995 - 1998
Skills
Internal Communications, Executive Communications, Corporate Communications, Public Relations, Communication Training, Crisis Communications, Media Relations, Leadership, Program Management, Human Resources, Strategic Communications, Reputation Management, Message Development, Strategy, Press Releases, Speech Writing, Marketing Communications, Social Media
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Journalism
Hinkley High School 1987 — 1991
Charles Schwab March 2015 - Present
OppenheimerFunds February 2013 - February 2015
OppenheimerFunds, Inc. February 2011 - January 2013
OppenheimerFunds November 2009 - February 2011
Allstate Insurance Company March 2004 - October 2009
Allstate 2004 - 2008
PRSA Colorado Chapter 2005 - 2007
Lawscomm 2001 - 2004
High Speed Access Corp. July 1999 - May 2001
American Heart Association 1995 - 1998
Skills
Internal Communications, Executive Communications, Corporate Communications, Public Relations, Communication Training, Crisis Communications, Media Relations, Leadership, Program Management, Human Resources, Strategic Communications, Reputation Management, Message Development, Strategy, Press Releases, Speech Writing, Marketing Communications, Social Media
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Journalism
Hinkley High School 1987 — 1991
Kaene Robie's OppenheimerFunds Experience January 2000 - January 2009
Job Technical Project Manager at TeleTech
Industry Information Technology and Services
Experience
TeleTech February 2015 - Present
Catholic Health Initiatives January 2013 - February 2015
Apex Systems Inc Contracting at Charter Communications October 2012 - December 2012
Integrated Printing Solutions March 2010 - August 2012
Kate Culligan & Associates November 2009 - March 2010
OppenheimerFunds January 2000 - January 2009
OppenheimerFunds January 1995 - January 2000
JPMorgan Chase & Co (Texas Commerce Bank) 1993 - 1994
Tradition Bank (Mayde Creek Bank) 1992 - 1993
Eckerd 1990 - 1992
Skills
Management, Program Management, Project Management, Process Improvement, Performance Management, Visio, Team Building, Customer Service, Recruiting, Leadership, Cross-functional Team..., Business Analysis, Human Resources, Budgets, PowerPoint, Microsoft Word, Coaching, Microsoft Excel, Business Process, MS Project, Teamwork, SharePoint, Outlook, Hiring, Business Process..., Team Leadership, Temporary Placement, Financial Services, Spreadsheets, Healthcare, Account Management, Process Engineering, Quickbase, Interviews, Healthcare Finance, Healthcare Economics, Healthcare Strategies, Healthcare Policies &..., Managing Healthcare In...
Education
Colorado State University 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
University of Denver 2008 — 2009
Bachelor of Applied Science (B.A.Sc.)
Mayde Creek High School 1989 — 1992
TeleTech February 2015 - Present
Catholic Health Initiatives January 2013 - February 2015
Apex Systems Inc Contracting at Charter Communications October 2012 - December 2012
Integrated Printing Solutions March 2010 - August 2012
Kate Culligan & Associates November 2009 - March 2010
OppenheimerFunds January 2000 - January 2009
OppenheimerFunds January 1995 - January 2000
JPMorgan Chase & Co (Texas Commerce Bank) 1993 - 1994
Tradition Bank (Mayde Creek Bank) 1992 - 1993
Eckerd 1990 - 1992
Skills
Management, Program Management, Project Management, Process Improvement, Performance Management, Visio, Team Building, Customer Service, Recruiting, Leadership, Cross-functional Team..., Business Analysis, Human Resources, Budgets, PowerPoint, Microsoft Word, Coaching, Microsoft Excel, Business Process, MS Project, Teamwork, SharePoint, Outlook, Hiring, Business Process..., Team Leadership, Temporary Placement, Financial Services, Spreadsheets, Healthcare, Account Management, Process Engineering, Quickbase, Interviews, Healthcare Finance, Healthcare Economics, Healthcare Strategies, Healthcare Policies &..., Managing Healthcare In...
Education
Colorado State University 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
University of Denver 2008 — 2009
Bachelor of Applied Science (B.A.Sc.)
Mayde Creek High School 1989 — 1992
Joel Tyus Joel Tyus's OppenheimerFunds Experience 2006 - 2008
Job Senior Product Engineer at Evolution Digital
Industry Telecommunications
Experience
Evolution Digital March 2015 - Present
Time Warner Cable March 2014 - March 2015
Time Warner Cable, Advanced Technology Group 2010 - March 2014
Time Warner Cable 2010 - 2010
EchoStar Corporation 2008 - 2009
OppenheimerFunds 2006 - 2008
Skills
Telecommunications, Marketing, Cable Modems, DOCSIS, Wireless, Cable Television, WiFi, Vendor Management, Broadband, IP, IPTV, TCP/IP, Ethernet, Wireless Networking, VoIP, Customer Service, Integration, Management, Microsoft Office
Education
Colorado State University
Bachelor of Science, Applied Computing Technology
Evolution Digital March 2015 - Present
Time Warner Cable March 2014 - March 2015
Time Warner Cable, Advanced Technology Group 2010 - March 2014
Time Warner Cable 2010 - 2010
EchoStar Corporation 2008 - 2009
OppenheimerFunds 2006 - 2008
Skills
Telecommunications, Marketing, Cable Modems, DOCSIS, Wireless, Cable Television, WiFi, Vendor Management, Broadband, IP, IPTV, TCP/IP, Ethernet, Wireless Networking, VoIP, Customer Service, Integration, Management, Microsoft Office
Education
Colorado State University
Bachelor of Science, Applied Computing Technology
Cindy Antonson Cindy Antonson's OppenheimerFunds Experience 1987 - 1996
Job Financial Reporting Professional at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman January 2014 - Present
Janus Capital Group May 2009 - August 2013
Janus Capital Group October 1999 - May 2009
OppenheimerFunds 1987 - 1996
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Mutual Funds, Hedge Funds, US GAAP, Accounting, GAAP, Asset Management, Sarbanes-Oxley Act, Strategic Financial..., Alternative Investments, Equities, Investments, Corporate Finance, Financial Statements, Financial Accounting, Bloomberg, Valuation, General Ledger
Education
Colorado State University
Accounting and Business Law
Brown Brothers Harriman January 2014 - Present
Janus Capital Group May 2009 - August 2013
Janus Capital Group October 1999 - May 2009
OppenheimerFunds 1987 - 1996
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Mutual Funds, Hedge Funds, US GAAP, Accounting, GAAP, Asset Management, Sarbanes-Oxley Act, Strategic Financial..., Alternative Investments, Equities, Investments, Corporate Finance, Financial Statements, Financial Accounting, Bloomberg, Valuation, General Ledger
Education
Colorado State University
Accounting and Business Law
Kevin Urlik, FRM Kevin Urlik, FRM's OppenheimerFunds Experience February 2003 - September 2010
Job Derivatives Operations Department Head Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2010 - May 2015
OppenheimerFunds February 2003 - September 2010
Skills
OTC Derivatives: ISDA..., Collateral Management, Bank Loans: Closing..., Risk Management, Mutual Funds, Fund Accounting, Derivatives, Alternative Investments, Bloomberg, Equities, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Banking, Fixed Income, Cash Management, Hedge Funds, Trading, Portfolio Management, Finance, Corporate Actions, Asset Management
Education
University of Colorado Denver 2007 — 2009
Master of Science (M.S.), Finance
Colorado State University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2010 - May 2015
OppenheimerFunds February 2003 - September 2010
Skills
OTC Derivatives: ISDA..., Collateral Management, Bank Loans: Closing..., Risk Management, Mutual Funds, Fund Accounting, Derivatives, Alternative Investments, Bloomberg, Equities, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Banking, Fixed Income, Cash Management, Hedge Funds, Trading, Portfolio Management, Finance, Corporate Actions, Asset Management
Education
University of Colorado Denver 2007 — 2009
Master of Science (M.S.), Finance
Colorado State University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Brad Engle Brad Engle's OppenheimerFunds Experience 2003 - 2005
Job Research, Trading, Portfolio Analytics at GHP Investment Advisors, Inc.
Industry Investment Management
Experience
GHP Investment Advisors, Inc. February 2012 - Present
Marsico Capital Management October 2005 - February 2012
OppenheimerFunds 2003 - 2005
Skills
Asset Managment, Portfolio Management, Bloomberg, Equities, Investments, Financial Modeling, Strategic Financial..., Capital Markets, Financial Analysis, Corporate Finance, Hedge Funds, Mutual Funds, Fixed Income, Alternative Investments, Financial Reporting, Asset Allocation, Derivatives, Investment Management, Valuation, Accounting
Education
Regis University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Mesa State College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Mesa State College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Economics
GHP Investment Advisors, Inc. February 2012 - Present
Marsico Capital Management October 2005 - February 2012
OppenheimerFunds 2003 - 2005
Skills
Asset Managment, Portfolio Management, Bloomberg, Equities, Investments, Financial Modeling, Strategic Financial..., Capital Markets, Financial Analysis, Corporate Finance, Hedge Funds, Mutual Funds, Fixed Income, Alternative Investments, Financial Reporting, Asset Allocation, Derivatives, Investment Management, Valuation, Accounting
Education
Regis University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Mesa State College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Mesa State College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Economics
Jenna Westerberg Jenna Westerberg's OppenheimerFunds Experience December 2011 - April 2012
Job Administrative Clerk at Seneca Insurance Company
Industry Graphic Design
Experience
Seneca Insurance Company November 2013 - Present
JM Bangert, Inc October 2012 - August 2013
PENSCOTrustCompany May 2012 - November 2012
OppenheimerFunds December 2011 - April 2012
ColoradoStateUniversityAlumniAssociation February 2011 - June 2011
PercTuckerRegionalGallery February 2010 - June 2010
Skills
Customer Service, Graphic Design, Logo Design, processing, Data Entry, Adobe Creative Suite, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Editing, Software Documentation
Education
Colorado State University 2006 — 2011
Bachelor of Fine Arts, Graphic Design, Business Administration
James Cook University 2010 — 2010
Fine Arts
Seneca Insurance Company November 2013 - Present
JM Bangert, Inc October 2012 - August 2013
PENSCOTrustCompany May 2012 - November 2012
OppenheimerFunds December 2011 - April 2012
ColoradoStateUniversityAlumniAssociation February 2011 - June 2011
PercTuckerRegionalGallery February 2010 - June 2010
Skills
Customer Service, Graphic Design, Logo Design, processing, Data Entry, Adobe Creative Suite, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Editing, Software Documentation
Education
Colorado State University 2006 — 2011
Bachelor of Fine Arts, Graphic Design, Business Administration
James Cook University 2010 — 2010
Fine Arts
Sylvianna Kaplan Sylvianna Kaplan's OppenheimerFunds Experience January 1992 - February 2009
Job Customer Service
Industry Food & Beverages
Experience
Ardent Mills April 2015 - Present
Shamrock Foods April 2011 - March 2015
vNacelle, LLC April 2009 - March 2011
OppenheimerFunds January 1992 - February 2009
OppenheimerFunds Inc January 1996 - January 2009
OppenheimerFunds January 2002 - January 2005
OppenheimerFunds January 2000 - January 2002
Phoenix Team January 1998 - January 2000
OppenheimerFunds January 1996 - January 1998
Skills
Call Center, CRM, Process Improvement, SharePoint, Customer Service, Training, Leadership, Troubleshooting, Program Management, Team Leadership, Budgets, Call Centers, Coaching, Management, Business Analysis
Education
Mesa State College 1981 — 1983
General Studies
Ardent Mills April 2015 - Present
Shamrock Foods April 2011 - March 2015
vNacelle, LLC April 2009 - March 2011
OppenheimerFunds January 1992 - February 2009
OppenheimerFunds Inc January 1996 - January 2009
OppenheimerFunds January 2002 - January 2005
OppenheimerFunds January 2000 - January 2002
Phoenix Team January 1998 - January 2000
OppenheimerFunds January 1996 - January 1998
Skills
Call Center, CRM, Process Improvement, SharePoint, Customer Service, Training, Leadership, Troubleshooting, Program Management, Team Leadership, Budgets, Call Centers, Coaching, Management, Business Analysis
Education
Mesa State College 1981 — 1983
General Studies
Jacob Stevens Jacob Stevens's OppenheimerFunds Experience January 2005 - February 2006
Job Customer Service
Industry Financial Services
Experience
Independent Brokerage March 2006 - Present
OppenheimerFunds January 2005 - February 2006
Equity One August 2004 - December 2004
Traders Network May 2004 - July 2004
Skills
Mutual Funds, Strategic Financial..., Finance, Investments, Financial Analysis, Mortgage Lending, Retirement Planning, Leadership, Portfolio Management, Retirement, Financial Services, Team Management, Asset Management, Management, Loans, Fixed Annuities, Insurance, Wealth Management
Education
Colorado State University 1999 — 2003
Business Administration, Entrepreneurship
Loveland High School 1995 — 1999
Independent Brokerage March 2006 - Present
OppenheimerFunds January 2005 - February 2006
Equity One August 2004 - December 2004
Traders Network May 2004 - July 2004
Skills
Mutual Funds, Strategic Financial..., Finance, Investments, Financial Analysis, Mortgage Lending, Retirement Planning, Leadership, Portfolio Management, Retirement, Financial Services, Team Management, Asset Management, Management, Loans, Fixed Annuities, Insurance, Wealth Management
Education
Colorado State University 1999 — 2003
Business Administration, Entrepreneurship
Loveland High School 1995 — 1999
Heather Baughman Heather Baughman's OppenheimerFunds Experience March 2015 - Present
Job EMTB at Colorado Motocross Medics
Industry Hospital & Health Care
Experience
OppenheimerFunds March 2015 - Present
Colorado Motocross Medics June 2010 - Present
Colorado Credit Union March 2014 - March 2015
Dungarvin September 2012 - March 2014
Texas Roadhouse July 2006 - September 2012
Johns Manville June 2005 - August 2005
Skills
Data Entry, Time Management, Customer Service, Microsoft Office, Word, PowerPoint, Excel, Public Speaking, Social Media, Coaching, Social Networking, Documentation, Team Leadership, Photography, MANDT, Cpr Certified, Qualified Medication..., First Aid, Emergency Medical, Microsoft Excel, Software Documentation, Microsoft Word, Teamwork, Leadership
Education
Metropolitan State College of Denver 2011 — 2013
Bachelor of Arts, Speech Communicion
Red Rocks Community College 2010 — 2011
Associates of Arts, EMT, CNA
Colorado State University 2007 — 2008
OppenheimerFunds March 2015 - Present
Colorado Motocross Medics June 2010 - Present
Colorado Credit Union March 2014 - March 2015
Dungarvin September 2012 - March 2014
Texas Roadhouse July 2006 - September 2012
Johns Manville June 2005 - August 2005
Skills
Data Entry, Time Management, Customer Service, Microsoft Office, Word, PowerPoint, Excel, Public Speaking, Social Media, Coaching, Social Networking, Documentation, Team Leadership, Photography, MANDT, Cpr Certified, Qualified Medication..., First Aid, Emergency Medical, Microsoft Excel, Software Documentation, Microsoft Word, Teamwork, Leadership
Education
Metropolitan State College of Denver 2011 — 2013
Bachelor of Arts, Speech Communicion
Red Rocks Community College 2010 — 2011
Associates of Arts, EMT, CNA
Colorado State University 2007 — 2008
Jamie Holman, CFA Jamie Holman, CFA's OppenheimerFunds Experience August 2012 - Present
Job Research Analyst at OppenheimerFunds
Industry Higher Education
Experience
OppenheimerFunds August 2012 - Present
Skills
Financial Modeling, Decision Analysis, Valuation, Strategy, Data Analysis, Product Development, Microsoft Excel, Business Strategy, Strategic Planning, Microsoft Office, Risk Management, Business Development, Financial Analysis, Research, Management, Marketing Strategy
Education
Colorado School of Mines 2009 — 2011
M.S., Mineral and Energy Economics
University of California, Santa Barbara 1999 — 2006
B.A., Geography
University of KwaZulu-Natal 2003 — 2004
B.A., Abroad
The Community School 1994 — 1999
OppenheimerFunds August 2012 - Present
Skills
Financial Modeling, Decision Analysis, Valuation, Strategy, Data Analysis, Product Development, Microsoft Excel, Business Strategy, Strategic Planning, Microsoft Office, Risk Management, Business Development, Financial Analysis, Research, Management, Marketing Strategy
Education
Colorado School of Mines 2009 — 2011
M.S., Mineral and Energy Economics
University of California, Santa Barbara 1999 — 2006
B.A., Geography
University of KwaZulu-Natal 2003 — 2004
B.A., Abroad
The Community School 1994 — 1999
Aaron Bitterman Aaron Bitterman's OppenheimerFunds Experience June 1997 - September 1999
Job Senior IT Incident Management Professional
Industry Information Technology and Services
Experience
Voya Financial August 2013 - Present
IBM Global Services August 2009 - August 2013
IBM January 1999 - April 2009
IBM Global Services September 1999 - January 2005
OppenheimerFunds June 1997 - September 1999
Skills
Process Management, Team Leadership, Incident Management, Customer Service, Management, Change Management, Leadership, Training, Project Management, Team Management, Service Delivery, Customer Satisfaction, Account Management, Vendor Management, IT Service Management, Program Management, ITIL, IT Management, IT Strategy, Outsourcing, Data Center, PMP, Service Management, Project Portfolio..., Sla, IT Operations, IT Outsourcing, PMO, Project Delivery, Business Process, Integration, Business Intelligence, Cloud Computing, Requirements Analysis, Business Analysis, Business Process...
Education
Colorado State University 1990 — 1996
B.A., Technical Journalism: Public Relations concentration, Marketing minor
Colorado State University 1990 — 1996
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Voya Financial August 2013 - Present
IBM Global Services August 2009 - August 2013
IBM January 1999 - April 2009
IBM Global Services September 1999 - January 2005
OppenheimerFunds June 1997 - September 1999
Skills
Process Management, Team Leadership, Incident Management, Customer Service, Management, Change Management, Leadership, Training, Project Management, Team Management, Service Delivery, Customer Satisfaction, Account Management, Vendor Management, IT Service Management, Program Management, ITIL, IT Management, IT Strategy, Outsourcing, Data Center, PMP, Service Management, Project Portfolio..., Sla, IT Operations, IT Outsourcing, PMO, Project Delivery, Business Process, Integration, Business Intelligence, Cloud Computing, Requirements Analysis, Business Analysis, Business Process...
Education
Colorado State University 1990 — 1996
B.A., Technical Journalism: Public Relations concentration, Marketing minor
Colorado State University 1990 — 1996
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Jim Musgrove's OppenheimerFunds Experience March 1997 - Present
Job IT Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 1997 - Present
Peterson Consulting 1991 - 1996
Skills
IT Management, ITIL, Vendor Management, IT Operations, Application Development, IT Strategy, Business Continuity, IT Service Management
Education
Colorado State University 1900 — 1900
Range and Forestry Mgt
Colorado State University 1900 — 1900
MBA
OppenheimerFunds March 1997 - Present
Peterson Consulting 1991 - 1996
Skills
IT Management, ITIL, Vendor Management, IT Operations, Application Development, IT Strategy, Business Continuity, IT Service Management
Education
Colorado State University 1900 — 1900
Range and Forestry Mgt
Colorado State University 1900 — 1900
MBA
Doug Ballard's OppenheimerFunds Experience May 2015 - Present
Job
Industry Information Technology and Services
Experience
OppenheimerFunds May 2015 - Present
Great West Financial March 2008 - November 2014
Arrow Electronics August 1999 - March 2008
Kinder Morgan September 1996 - August 1999
First Consulting Group December 1995 - September 1996
QuadraMed December 1990 - December 1995
Skills
Cross-functional Team..., Oracle E-Business Suite, Business Process..., Integration, Business Analysis, Vendor Management, IT Strategy, Business Process, SDLC, ERP, Requirements Analysis, Enterprise Architecture, Enterprise Software, Cloud Computing, Management, SaaS, Process Improvement, Business Intelligence, Program Management, Strategy, Leadership, Oracle, Java Enterprise Edition, Software Engineering, Agile Methodologies
Education
Colorado State University 1986 — 1990
Bachelor's degree, Information Systems and Accounting
OppenheimerFunds May 2015 - Present
Great West Financial March 2008 - November 2014
Arrow Electronics August 1999 - March 2008
Kinder Morgan September 1996 - August 1999
First Consulting Group December 1995 - September 1996
QuadraMed December 1990 - December 1995
Skills
Cross-functional Team..., Oracle E-Business Suite, Business Process..., Integration, Business Analysis, Vendor Management, IT Strategy, Business Process, SDLC, ERP, Requirements Analysis, Enterprise Architecture, Enterprise Software, Cloud Computing, Management, SaaS, Process Improvement, Business Intelligence, Program Management, Strategy, Leadership, Oracle, Java Enterprise Edition, Software Engineering, Agile Methodologies
Education
Colorado State University 1986 — 1990
Bachelor's degree, Information Systems and Accounting
Clint Thomas's OppenheimerFunds Experience June 1997 - August 1999
Job Client Services Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement ( formerly Great West/JP Morgan Retirement Plan Services July 2013 - Present
TIAA-CREF April 2009 - June 2013
TIAA-CREF March 2005 - March 2009
TIAA-CREF August 1999 - March 2005
OppenheimerFunds June 1997 - August 1999
Applebee's April 1996 - June 1997
Skills
Financial Services, Investments, Process Improvement, Retirement, Series 7, Series 63, Business Analysis, Mutual Funds, Strategic Financial..., Portfolio Management, Relationship Management, Fixed Annuities, Wealth Management, Asset Allocation, 401k, Risk Management, Retirement Planning, Equities, Management, Investment Advisory
Education
Colorado State University 1988 — 1993
BS in Business Administration, Marketing
Green Mountain High School 1984 — 1988
Empower Retirement ( formerly Great West/JP Morgan Retirement Plan Services July 2013 - Present
TIAA-CREF April 2009 - June 2013
TIAA-CREF March 2005 - March 2009
TIAA-CREF August 1999 - March 2005
OppenheimerFunds June 1997 - August 1999
Applebee's April 1996 - June 1997
Skills
Financial Services, Investments, Process Improvement, Retirement, Series 7, Series 63, Business Analysis, Mutual Funds, Strategic Financial..., Portfolio Management, Relationship Management, Fixed Annuities, Wealth Management, Asset Allocation, 401k, Risk Management, Retirement Planning, Equities, Management, Investment Advisory
Education
Colorado State University 1988 — 1993
BS in Business Administration, Marketing
Green Mountain High School 1984 — 1988
Kathleen Schmitz's OppenheimerFunds Experience September 2013 - Present
Job AVP, Treasury Oversight at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2013 - Present
Brown Brothers Harriman September 2010 - September 2013
OppenheimerFunds December 2000 - September 2010
American Fronteer June 2000 - December 2000
Skills
Mutual Funds, Fixed Income, Accounting, Securities, Bloomberg, Asset Management, Alternative Investments, Financial Services, Investments, Equities, Fund Accounting, Series 7, Compliance, Loans
Education
Colorado State University 1995 — 2000
2000, Business: Finance concentration
OppenheimerFunds September 2013 - Present
Brown Brothers Harriman September 2010 - September 2013
OppenheimerFunds December 2000 - September 2010
American Fronteer June 2000 - December 2000
Skills
Mutual Funds, Fixed Income, Accounting, Securities, Bloomberg, Asset Management, Alternative Investments, Financial Services, Investments, Equities, Fund Accounting, Series 7, Compliance, Loans
Education
Colorado State University 1995 — 2000
2000, Business: Finance concentration
Lisa Ainsworth's OppenheimerFunds Experience 1997 - 1999
Job Senior Associate at Creative Synergy Concepts
Industry Financial Services
Experience
Creative Synergy Concepts October 2011 - Present
Raymond H Riley Associates February 2007 - October 2011
Jackson National Life 2000 - 2006
Jackson National 2000 - 2006
OppenheimerFunds 1997 - 1999
Oppenheimer Funds 1997 - 1999
Education
Colorado State University 1993 — 1997
BS, Consumer Science
Creative Synergy Concepts October 2011 - Present
Raymond H Riley Associates February 2007 - October 2011
Jackson National Life 2000 - 2006
Jackson National 2000 - 2006
OppenheimerFunds 1997 - 1999
Oppenheimer Funds 1997 - 1999
Education
Colorado State University 1993 — 1997
BS, Consumer Science
Nancy Fulton's OppenheimerFunds Experience 1994 - 1997
Job CFO at Zoola
Industry Accounting
Experience
RGP March 2015 - Present
Zoola October 2007 - January 2015
Tatum LLC March 2007 - January 2012
Carlson Wagonlit Travel 2005 - 2006
TQ3Navigant 2003 - 2005
TQ3Navigant 1997 - 2003
OppenheimerFunds 1994 - 1997
Deloitte & Touche 1990 - 1994
Skills
Internal Controls, Due Diligence, Budgets, SEC filings, Mergers, Investments, Executive Management, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Reporting, Cash Management, Start-ups, Venture Capital, Financial Modeling, Management, Accounting, Management Consulting, Business Strategy, Corporate Governance, Private Equity, Auditing, Revenue Recognition, Sarbanes-Oxley Act, Analysis, Corporate Finance, General Ledger, GAAP, Managerial Finance, Financial Accounting, Finance, Strategic Planning, Restructuring, Strategy, Leadership, Process Improvement, SEC Filings
Education
Colorado State University 1986 — 1990
BS, Accounting
RGP March 2015 - Present
Zoola October 2007 - January 2015
Tatum LLC March 2007 - January 2012
Carlson Wagonlit Travel 2005 - 2006
TQ3Navigant 2003 - 2005
TQ3Navigant 1997 - 2003
OppenheimerFunds 1994 - 1997
Deloitte & Touche 1990 - 1994
Skills
Internal Controls, Due Diligence, Budgets, SEC filings, Mergers, Investments, Executive Management, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Reporting, Cash Management, Start-ups, Venture Capital, Financial Modeling, Management, Accounting, Management Consulting, Business Strategy, Corporate Governance, Private Equity, Auditing, Revenue Recognition, Sarbanes-Oxley Act, Analysis, Corporate Finance, General Ledger, GAAP, Managerial Finance, Financial Accounting, Finance, Strategic Planning, Restructuring, Strategy, Leadership, Process Improvement, SEC Filings
Education
Colorado State University 1986 — 1990
BS, Accounting
Kevin Ancell's OppenheimerFunds Experience 1993 - 1998
Job VP of Projects and Operations
Industry Computer Software
Experience
Cachematrix January 2010 - Present
Cachematrix January 2006 - January 2010
Janus 2005 - 2006
Janus Capital Group 1998 - 2004
OppenheimerFunds 1993 - 1998
Education
Colorado State University 1989 — 1992
Bachelor of Science, Zoology
United States Air Force Academy
Cachematrix January 2010 - Present
Cachematrix January 2006 - January 2010
Janus 2005 - 2006
Janus Capital Group 1998 - 2004
OppenheimerFunds 1993 - 1998
Education
Colorado State University 1989 — 1992
Bachelor of Science, Zoology
United States Air Force Academy
Daniel Schatz's OppenheimerFunds Experience October 1998 - September 1999
Job Regional Director, DC Sales Intermediary Distribution at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors September 2014 - Present
Voya Financial April 2013 - September 2014
Great-West Financial September 2008 - March 2013
Wells Fargo March 2006 - September 2008
Lincoln Financial Group January 2004 - January 2006
Lincoln Financial Group April 2002 - January 2004
Lincoln Financial Advisors November 1999 - April 2002
OppenheimerFunds October 1998 - September 1999
Skills
Sales, Wealth Management, New Business Development, Mutual Funds, Retirement, Marketing Strategy, Series 63, 401k, Retirement Planning, Series 6, Investments, Financial Services, Series 7, Asset Allocation, Leadership
Education
Colorado State University 1995 — 1998
Bachelor of Arts (B.A.), Economics
Dimensional Fund Advisors September 2014 - Present
Voya Financial April 2013 - September 2014
Great-West Financial September 2008 - March 2013
Wells Fargo March 2006 - September 2008
Lincoln Financial Group January 2004 - January 2006
Lincoln Financial Group April 2002 - January 2004
Lincoln Financial Advisors November 1999 - April 2002
OppenheimerFunds October 1998 - September 1999
Skills
Sales, Wealth Management, New Business Development, Mutual Funds, Retirement, Marketing Strategy, Series 63, 401k, Retirement Planning, Series 6, Investments, Financial Services, Series 7, Asset Allocation, Leadership
Education
Colorado State University 1995 — 1998
Bachelor of Arts (B.A.), Economics
Jane Brousseau's OppenheimerFunds Experience January 2005 - September 2010
Job Senior Fund Analyst at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds January 2005 - September 2010
University of Colorado at Denver 2001 - 2002
Skills
Fund Accounting, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Equities, Securities, Valuation, Investments, Corporate Actions, Financial Analysis, Financial Services, Financial Markets, Derivatives, Options, Investment Strategies
Education
University of Colorado at Denver 2006 — 2008
Master of Science (M.S.), Finance
Colorado State University 2000 — 2004
Bachelor of Science (B.S.), Business Administration/Finance
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds January 2005 - September 2010
University of Colorado at Denver 2001 - 2002
Skills
Fund Accounting, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Equities, Securities, Valuation, Investments, Corporate Actions, Financial Analysis, Financial Services, Financial Markets, Derivatives, Options, Investment Strategies
Education
University of Colorado at Denver 2006 — 2008
Master of Science (M.S.), Finance
Colorado State University 2000 — 2004
Bachelor of Science (B.S.), Business Administration/Finance
Jenny Trask's OppenheimerFunds Experience May 1994 - March 1997
Job at Richey May & Co., LLP
Industry Accounting
Experience
Richey May & Co., LLP June 2013 - Present
Richey, May & Co., LLP January 2008 - May 2013
Richey, May & Co., LLP August 2004 - December 2007
OppenheimerFunds May 1994 - March 1997
KPMG August 1992 - April 1994
Skills
Strategic Planning, Change Management, Tax, Accounting, Corporate Tax
Education
Colorado State University 1991 — 1992
Master of Science, Taxation
Colorado State University 1989 — 1991
Bachelor of Science, Accounting
Arapahoe High School 1985 — 1988
Diploma, General
Richey May & Co., LLP June 2013 - Present
Richey, May & Co., LLP January 2008 - May 2013
Richey, May & Co., LLP August 2004 - December 2007
OppenheimerFunds May 1994 - March 1997
KPMG August 1992 - April 1994
Skills
Strategic Planning, Change Management, Tax, Accounting, Corporate Tax
Education
Colorado State University 1991 — 1992
Master of Science, Taxation
Colorado State University 1989 — 1991
Bachelor of Science, Accounting
Arapahoe High School 1985 — 1988
Diploma, General
Brian Ayres's OppenheimerFunds Experience January 2005 - September 2010
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds January 2005 - September 2010
OppenheimerFunds December 2000 - January 2005
Skills
Mutual Funds, Bloomberg, Fixed Income, Fund Accounting, Equities, Asset Management, Alternative Investments, Investments, Securities, Corporate Actions, Trading, Valuation, Analysis, Hedge Funds, Account Reconciliation
Education
Colorado State University 1998 — 2000
Finance, General
University of Northern Colorado 1996 — 1998
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds January 2005 - September 2010
OppenheimerFunds December 2000 - January 2005
Skills
Mutual Funds, Bloomberg, Fixed Income, Fund Accounting, Equities, Asset Management, Alternative Investments, Investments, Securities, Corporate Actions, Trading, Valuation, Analysis, Hedge Funds, Account Reconciliation
Education
Colorado State University 1998 — 2000
Finance, General
University of Northern Colorado 1996 — 1998
Eric Maier's OppenheimerFunds Experience July 2005 - May 2008
Job Commercial Banking Relationship Manager / Vice President at AMG National Trust Bank
Industry Banking
Experience
AMG National Trust Bank September 2013 - Present
Vectra Bank Colorado October 2011 - September 2013
Vectra Bank Colorado May 2008 - October 2011
OppenheimerFunds July 2005 - May 2008
Action Tree Service May 1998 - June 2005
Skills
Commercial Banking, Credit, Commercial Lending, Credit Analysis, Loans, Banking, Financial Analysis, Small Business Lending, Credit Risk, Lines Of Credit, Portfolio Management, Underwriting, Loan Origination, Consumer Lending, Financial Risk, Cash Management, Financial Modeling, Small Business, SBA, SBA 504, Financial Services, Business Analysis, Commercial Real Estate
Education
Colorado State University 2001 — 2005
Bachelor of Science in Business Administration, Double Concentration: Finance and Real Estate
Heritage High School
AMG National Trust Bank September 2013 - Present
Vectra Bank Colorado October 2011 - September 2013
Vectra Bank Colorado May 2008 - October 2011
OppenheimerFunds July 2005 - May 2008
Action Tree Service May 1998 - June 2005
Skills
Commercial Banking, Credit, Commercial Lending, Credit Analysis, Loans, Banking, Financial Analysis, Small Business Lending, Credit Risk, Lines Of Credit, Portfolio Management, Underwriting, Loan Origination, Consumer Lending, Financial Risk, Cash Management, Financial Modeling, Small Business, SBA, SBA 504, Financial Services, Business Analysis, Commercial Real Estate
Education
Colorado State University 2001 — 2005
Bachelor of Science in Business Administration, Double Concentration: Finance and Real Estate
Heritage High School
Brett Crusoe's OppenheimerFunds Experience January 2012 - Present
Job Sr. Trading Services Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2012 - Present
OppenheimerFunds November 2010 - December 2011
OppenheimerFunds September 2009 - October 2010
OppenheimerFunds May 2007 - September 2009
First National Bank of Colorado May 2006 - October 2006
Skills
Mutual Funds, Portfolio Management, Equities, Asset Management, Bloomberg, Fixed Income, Financial Analysis
Education
Colorado State University 2004 — 2007
Finance, Investment Analysis
OppenheimerFunds January 2012 - Present
OppenheimerFunds November 2010 - December 2011
OppenheimerFunds September 2009 - October 2010
OppenheimerFunds May 2007 - September 2009
First National Bank of Colorado May 2006 - October 2006
Skills
Mutual Funds, Portfolio Management, Equities, Asset Management, Bloomberg, Fixed Income, Financial Analysis
Education
Colorado State University 2004 — 2007
Finance, Investment Analysis
Kristi Diehl, CAMS's OppenheimerFunds Experience May 1987 - November 2004
Job Vice President, Global AML &Fraud Prevention Compliance Transaction Monitoring and Rptg, FIU at MoneyGram International
Industry Financial Services
Experience
MoneyGram International November 2011 - Present
Western Union August 2008 - November 2011
Western Union Financial Services, Inc. 2004 - August 2011
OppenheimerFunds May 1987 - November 2004
Skills
Operations Management, Customer Service, Project Management, Financial Services, Vendor Management, Banking, AML, Fraud, Risk Assessment, OFAC, Risk Management, CRM, Outsourcing, Executive Management, Relationship Management, Payments, Process Improvement, Program Management, Business Development, Leadership, Call Center, Management, KYC, Strategy, USA PATRIOT Act, Call Centers, Customer Experience, Analytics, Anti Money Laundering, Due Diligence, Cross-functional Team...
Education
Colorado State University
Business Administration and Management, General
MoneyGram International November 2011 - Present
Western Union August 2008 - November 2011
Western Union Financial Services, Inc. 2004 - August 2011
OppenheimerFunds May 1987 - November 2004
Skills
Operations Management, Customer Service, Project Management, Financial Services, Vendor Management, Banking, AML, Fraud, Risk Assessment, OFAC, Risk Management, CRM, Outsourcing, Executive Management, Relationship Management, Payments, Process Improvement, Program Management, Business Development, Leadership, Call Center, Management, KYC, Strategy, USA PATRIOT Act, Call Centers, Customer Experience, Analytics, Anti Money Laundering, Due Diligence, Cross-functional Team...
Education
Colorado State University
Business Administration and Management, General
Ivan Goskirk's OppenheimerFunds Experience January 2007 - August 2010
Job Research Assistant at Colorado School of Mines
Industry Research
Experience
Colorado School of Mines January 2015 - Present
Task Force for Business and Stability Operations June 2014 - December 2014
Brown Brothers Harriman July 2012 - August 2013
Brown Brothers Harriman September 2010 - June 2012
OppenheimerFunds January 2007 - August 2010
OppenheimerFunds January 2007 - December 2007
Merrill Lynch August 2006 - December 2006
Skills
Fixed Income, Investments, Trading, Mutual Funds, Valuation, Options, Equities, Securities, Bloomberg, Alternative Investments, Investment Strategies, Financial Analysis, Financial Services, Asset Allocation, Fund Accounting, Wealth Management, Derivatives, Retirement, Investment Management, Equity Research, Financial Modeling, Bloomberg Terminal, Bonds, Economics, Energy Industry, Financial Futures, Real Estate, Economic Research, Database Design, Energy
Education
Colorado School of Mines 2014 — 2016
Master of Science (M.S.), Mineral and Energy Economics
Colorado State University 2001 — 2006
Bachelor of Arts (B.A.), Economcis
Flights Inc 2010 — 2011
Private Pilot's License, Aircraft Pilot (Private)
Colorado School of Mines January 2015 - Present
Task Force for Business and Stability Operations June 2014 - December 2014
Brown Brothers Harriman July 2012 - August 2013
Brown Brothers Harriman September 2010 - June 2012
OppenheimerFunds January 2007 - August 2010
OppenheimerFunds January 2007 - December 2007
Merrill Lynch August 2006 - December 2006
Skills
Fixed Income, Investments, Trading, Mutual Funds, Valuation, Options, Equities, Securities, Bloomberg, Alternative Investments, Investment Strategies, Financial Analysis, Financial Services, Asset Allocation, Fund Accounting, Wealth Management, Derivatives, Retirement, Investment Management, Equity Research, Financial Modeling, Bloomberg Terminal, Bonds, Economics, Energy Industry, Financial Futures, Real Estate, Economic Research, Database Design, Energy
Education
Colorado School of Mines 2014 — 2016
Master of Science (M.S.), Mineral and Energy Economics
Colorado State University 2001 — 2006
Bachelor of Arts (B.A.), Economcis
Flights Inc 2010 — 2011
Private Pilot's License, Aircraft Pilot (Private)
Lauren Stubbs's OppenheimerFunds Experience June 2008 - June 2009
Job Marketing Communications Professional at Naked Lime
Industry Marketing and Advertising
Experience
Naked Lime September 2012 - Present
OppenheimerFunds June 2008 - June 2009
UBS Wealth Management January 2007 - May 2008
Skills
Marketing, Email Marketing, Digital Marketing, Marketing Communications, Social Media Marketing, SEO, Mobile Marketing, Google Analytics, Online Advertising
Education
Colorado State University 2004 — 2008
Bachelor of Science (BS), Finance, General
Naked Lime September 2012 - Present
OppenheimerFunds June 2008 - June 2009
UBS Wealth Management January 2007 - May 2008
Skills
Marketing, Email Marketing, Digital Marketing, Marketing Communications, Social Media Marketing, SEO, Mobile Marketing, Google Analytics, Online Advertising
Education
Colorado State University 2004 — 2008
Bachelor of Science (BS), Finance, General
Jon Rowlett's OppenheimerFunds Experience February 2014 - Present
Job Assistant Vice President, Corporate Treasury at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds February 2014 - Present
OppenheimerFunds February 2011 - January 2014
OppenheimerFunds January 2008 - February 2011
OppenheimerFunds March 2006 - December 2007
OppenheimerFunds December 2005 - March 2006
OppenheimerFunds July 2004 - December 2005
Skills
Hedging, Investments, Derivatives, Financial Modeling, Fixed Income, Equities, Foreign Currency, Bloomberg, Mutual Funds, Fund Accounting, Microsoft Excel, Cash Management, Trading, Analysis
Education
University of Colorado Denver 2002 — 2003
MS, Finance
Colorado State University 1996 — 2001
BA, Economics
OppenheimerFunds February 2014 - Present
OppenheimerFunds February 2011 - January 2014
OppenheimerFunds January 2008 - February 2011
OppenheimerFunds March 2006 - December 2007
OppenheimerFunds December 2005 - March 2006
OppenheimerFunds July 2004 - December 2005
Skills
Hedging, Investments, Derivatives, Financial Modeling, Fixed Income, Equities, Foreign Currency, Bloomberg, Mutual Funds, Fund Accounting, Microsoft Excel, Cash Management, Trading, Analysis
Education
University of Colorado Denver 2002 — 2003
MS, Finance
Colorado State University 1996 — 2001
BA, Economics
Kristin Corwin's OppenheimerFunds Experience April 1995 - April 2003
Job Independent Investment Management Professional
Industry Financial Services
Experience
JP Morgan Asset Management April 2003 - September 2008
OppenheimerFunds April 1995 - April 2003
Education
Colorado State University 1989 — 1993
JP Morgan Asset Management April 2003 - September 2008
OppenheimerFunds April 1995 - April 2003
Education
Colorado State University 1989 — 1993
Damon Storms's OppenheimerFunds Experience May 2005 - Present
Job Program Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2005 - Present
Lipper 1996 - 2005
Skills
Mutual Funds, Asset Managment, Financial Services, Alternative Investments, Securities, Wealth Management, Vendor Management, Investments, Financial Markets, Relationship Management, Leadership, Process Improvement, Program Management, Management, SDLC
Education
Colorado State University 1991 — 1995
Business, Finance
OppenheimerFunds May 2005 - Present
Lipper 1996 - 2005
Skills
Mutual Funds, Asset Managment, Financial Services, Alternative Investments, Securities, Wealth Management, Vendor Management, Investments, Financial Markets, Relationship Management, Leadership, Process Improvement, Program Management, Management, SDLC
Education
Colorado State University 1991 — 1995
Business, Finance
Ian Loughlin's OppenheimerFunds Experience June 2005 - Present
Job Financial Analyst at Oppenheimerfunds
Industry Financial Services
Experience
OppenheimerFunds June 2005 - Present
Janus Capital Group 1999 - 2005
Draper and Kramer 1993 - 1995
Education
University of Denver - Daniels College of Business 2011 — 2013
Master of Business Administration (MBA)
Colorado State University 1987 — 1991
BS, Finance
OppenheimerFunds June 2005 - Present
Janus Capital Group 1999 - 2005
Draper and Kramer 1993 - 1995
Education
University of Denver - Daniels College of Business 2011 — 2013
Master of Business Administration (MBA)
Colorado State University 1987 — 1991
BS, Finance
Terrica Wheeler Garcia's OppenheimerFunds Experience October 1997 - February 2009
Job Retirement Services Administrator at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial July 2014 - Present
ADVODA October 2012 - April 2013
Arapahoe County April 2011 - October 2012
OppenheimerFunds October 1997 - February 2009
Skills
Mutual Funds, Call Center, Sales, Customer Service, Account Management, Coaching, Management, Financial Services, Staff Development, Call Centers, Analysis, Training, Time Management, Sales Operations, Finance, Business Analysis, Risk Management, Portfolio Management, Customer Retention, Leadership, Vendor Management
Education
Colorado Mesa University 1993 — 1997
Bachelor of Science, Business Administration - Marketing
Fruita Monument
Great-West Financial July 2014 - Present
ADVODA October 2012 - April 2013
Arapahoe County April 2011 - October 2012
OppenheimerFunds October 1997 - February 2009
Skills
Mutual Funds, Call Center, Sales, Customer Service, Account Management, Coaching, Management, Financial Services, Staff Development, Call Centers, Analysis, Training, Time Management, Sales Operations, Finance, Business Analysis, Risk Management, Portfolio Management, Customer Retention, Leadership, Vendor Management
Education
Colorado Mesa University 1993 — 1997
Bachelor of Science, Business Administration - Marketing
Fruita Monument
Jason Wetmore's OppenheimerFunds Experience February 1997 - August 2000
Job Supervisory Principal at Waddell and Reed
Industry Financial Services
Experience
Waddell and Reed February 2011 - Present
JPMorgan Chase 2009 - 2011
Bukaty Companies 2009 - 2009
UMB Bank December 2007 - September 2008
TransAmerica Capital August 2000 - December 2007
OppenheimerFunds February 1997 - August 2000
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, 401k, Financial Planning, Insurance, FINRA, Finance, Life Insurance, Asset Management, Series 7, 24, 53, 66 ...
Education
Colorado State University 1991 — 1996
Bachelor of Science, Business
Shawnee Mission Northwest High School 1987 — 1991
Waddell and Reed February 2011 - Present
JPMorgan Chase 2009 - 2011
Bukaty Companies 2009 - 2009
UMB Bank December 2007 - September 2008
TransAmerica Capital August 2000 - December 2007
OppenheimerFunds February 1997 - August 2000
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, 401k, Financial Planning, Insurance, FINRA, Finance, Life Insurance, Asset Management, Series 7, 24, 53, 66 ...
Education
Colorado State University 1991 — 1996
Bachelor of Science, Business
Shawnee Mission Northwest High School 1987 — 1991
Jacob Burford's OppenheimerFunds Experience June 2000 - Present
Job Manager Compliance at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds June 2000 - Present
Skills
Asset Management, Securities, Fund Accounting, Mutual Funds, Hedge Funds, FINRA, Equities, Alternative Investments
Education
Colorado State University 1996 — 2000
Bachelor of Science, Finance
OppenheimerFunds June 2000 - Present
Skills
Asset Management, Securities, Fund Accounting, Mutual Funds, Hedge Funds, FINRA, Equities, Alternative Investments
Education
Colorado State University 1996 — 2000
Bachelor of Science, Finance
Jillian Mara's OppenheimerFunds Experience August 2014 - Present
Job Senior Solutions Engineer at Oppenheimer Funds
Industry Information Technology and Services
Experience
OppenheimerFunds August 2014 - Present
ECS Team April 2014 - August 2014
RK Mechanical April 2008 - April 2014
MacKenzie House October 2007 - April 2008
Aurora Mental Health Center January 2007 - October 2007
Colorado State University July 2005 - December 2006
Skills
MCITP, Microsoft Certified..., Active Directory, SharePoint, Windows Server, Microsoft Certified..., Troubleshooting, Software Documentation, Firewalls, Group Policy, Project Management, Project Planning, Microsoft Office, Microsoft SQL Server, Process Scheduler, Network Administration, VPN, Integration, Windows, Servers, Operating Systems, Networking, MS Project, Help Desk Support, Management, Disaster Recovery, Microsoft Project
Education
Colorado State University 2002 — 2006
Biological Sciences, Anatomy and Physiology/Spanish
Lincoln University (NZ) 2004 — 2004
Bachelor of Science, Physiology
Rangeview High School 1998 — 2002
High School Diploma
OppenheimerFunds August 2014 - Present
ECS Team April 2014 - August 2014
RK Mechanical April 2008 - April 2014
MacKenzie House October 2007 - April 2008
Aurora Mental Health Center January 2007 - October 2007
Colorado State University July 2005 - December 2006
Skills
MCITP, Microsoft Certified..., Active Directory, SharePoint, Windows Server, Microsoft Certified..., Troubleshooting, Software Documentation, Firewalls, Group Policy, Project Management, Project Planning, Microsoft Office, Microsoft SQL Server, Process Scheduler, Network Administration, VPN, Integration, Windows, Servers, Operating Systems, Networking, MS Project, Help Desk Support, Management, Disaster Recovery, Microsoft Project
Education
Colorado State University 2002 — 2006
Biological Sciences, Anatomy and Physiology/Spanish
Lincoln University (NZ) 2004 — 2004
Bachelor of Science, Physiology
Rangeview High School 1998 — 2002
High School Diploma
Patrick Osborne's OppenheimerFunds Experience January 2013 - Present
Job AVP, Organizational Development at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2013 - Present
OppenheimerFunds January 2012 - January 2013
OppenheimerFunds October 1996 - July 2012
Skills
Instructional Design, Organizational..., FINRA Series 6, Team Building, Public Speaking, Needs Analysis, Organizational Change, Adult Education, Center of Excellence, Financial Services, Adult Learning Theory, Business Ethics, Workshop Facilitation, Team Facilitation, Training, Performance Management, Change Management, Succession Planning, Executive Coaching, Leadership Development, Talent Management, Series 6, Staff Development, Onboarding, E-Learning, Career Development, Training Delivery, Recruiting, Performance Improvement, Facilitators, Organizational Design, Conflict Resolution, Management Development, Culture Change, Employee Engagement, Organizational..., Talent Acquisition, Project Management, Learning Management, Interviews, MBTI, Career Counseling, Personnel Management, Employee Relations, Career Management, Employee Training, Deferred Compensation, Human Resources, Learning Management..., Coaching
Education
Colorado State University 2007 — 2009
M.Ed., Adult Education and Training
University of Colorado Boulder 1989 — 1993
BA, Communications
OppenheimerFunds January 2013 - Present
OppenheimerFunds January 2012 - January 2013
OppenheimerFunds October 1996 - July 2012
Skills
Instructional Design, Organizational..., FINRA Series 6, Team Building, Public Speaking, Needs Analysis, Organizational Change, Adult Education, Center of Excellence, Financial Services, Adult Learning Theory, Business Ethics, Workshop Facilitation, Team Facilitation, Training, Performance Management, Change Management, Succession Planning, Executive Coaching, Leadership Development, Talent Management, Series 6, Staff Development, Onboarding, E-Learning, Career Development, Training Delivery, Recruiting, Performance Improvement, Facilitators, Organizational Design, Conflict Resolution, Management Development, Culture Change, Employee Engagement, Organizational..., Talent Acquisition, Project Management, Learning Management, Interviews, MBTI, Career Counseling, Personnel Management, Employee Relations, Career Management, Employee Training, Deferred Compensation, Human Resources, Learning Management..., Coaching
Education
Colorado State University 2007 — 2009
M.Ed., Adult Education and Training
University of Colorado Boulder 1989 — 1993
BA, Communications
Linda Colleen Bridges's OppenheimerFunds Experience September 2011 - January 2014
Job Senior Consultant II at Neudesic
Industry Information Technology and Services
Experience
Neudesic October 2014 - Present
OppenheimerFunds September 2011 - January 2014
Kaiser Permanente 2014 - 2014
Neudesic 2014 - 2014
Skills
SharePoint 2007, SharePoint 2010, SharePoint 2013, Powershell, jQuery, Javascript, HTML 5, CSS3, AJAX, SharePoint Designer, SharePoint Search, FAST Search, XML, XSLT, InfoPath, Nintex, NewsGator, SharePoint Branding, Concept Search, Microsoft SQL Server
Education
Colorado State University 1995 — 1998
Bachelor's degree, Computer and Information Sciences, General
Neudesic October 2014 - Present
OppenheimerFunds September 2011 - January 2014
Kaiser Permanente 2014 - 2014
Neudesic 2014 - 2014
Skills
SharePoint 2007, SharePoint 2010, SharePoint 2013, Powershell, jQuery, Javascript, HTML 5, CSS3, AJAX, SharePoint Designer, SharePoint Search, FAST Search, XML, XSLT, InfoPath, Nintex, NewsGator, SharePoint Branding, Concept Search, Microsoft SQL Server
Education
Colorado State University 1995 — 1998
Bachelor's degree, Computer and Information Sciences, General
Mark Antonation's OppenheimerFunds Experience July 1997 - October 2004
Job Food and Restaurant Writer at Westword
Industry Writing and Editing
Experience
Westword June 2014 - Present
Denver restaurant scene 2013 - 2015
Denver restaurant scene 2013 - 2015
IQNavigator October 2011 - June 2014
Trust Company of America November 2009 - September 2011
TIAA-CREF August 2009 - November 2009
AIMCO May 2005 - February 2009
OppenheimerFunds July 1997 - October 2004
Education
Colorado State University 1985 — 1995
Westword June 2014 - Present
Denver restaurant scene 2013 - 2015
Denver restaurant scene 2013 - 2015
IQNavigator October 2011 - June 2014
Trust Company of America November 2009 - September 2011
TIAA-CREF August 2009 - November 2009
AIMCO May 2005 - February 2009
OppenheimerFunds July 1997 - October 2004
Education
Colorado State University 1985 — 1995
Drea Hart's OppenheimerFunds Experience October 2006 - January 2009
Job Supervisor at Computershare
Industry Management Consulting
Experience
Computershare March 2011 - Present
Dish Network February 2009 - March 2011
OppenheimerFunds October 2006 - January 2009
T-Mobile February 2002 - August 2006
Nextel January 2001 - February 2002
Skills
Coaching, Team Building, Talent Management, Performance Management, Call Centers, Training, Organizational..., Customer Service, Employee Training, Recruiting, Talent Acquisition, Management, Leadership, Team Leadership, Interviews, Employee Relations, Employee Benefits, Budgets, Management Consulting, Process Consulting, Educational Consulting, Leadership Development, Hiring, Process Improvement, Employee Engagement, Time Management, Customer Retention, Troubleshooting, Operations Management, Organizational..., Change Management, Project Management, Human Resources, Sales, Customer Experience, Analysis, CRM, Customer Relations, Public Speaking, Business Process..., Strategic Planning, Customer Satisfaction, Program Management
Education
Regis University 2014 — 2016
Master's Degree
Regis University 2013 — 2015
Bachelor's Degree
Red Rocks Community College 2010 — 2013
Associate's Degree
Mesa State College 1994 — 1996
Associate of Science (A.S.)
Computershare March 2011 - Present
Dish Network February 2009 - March 2011
OppenheimerFunds October 2006 - January 2009
T-Mobile February 2002 - August 2006
Nextel January 2001 - February 2002
Skills
Coaching, Team Building, Talent Management, Performance Management, Call Centers, Training, Organizational..., Customer Service, Employee Training, Recruiting, Talent Acquisition, Management, Leadership, Team Leadership, Interviews, Employee Relations, Employee Benefits, Budgets, Management Consulting, Process Consulting, Educational Consulting, Leadership Development, Hiring, Process Improvement, Employee Engagement, Time Management, Customer Retention, Troubleshooting, Operations Management, Organizational..., Change Management, Project Management, Human Resources, Sales, Customer Experience, Analysis, CRM, Customer Relations, Public Speaking, Business Process..., Strategic Planning, Customer Satisfaction, Program Management
Education
Regis University 2014 — 2016
Master's Degree
Regis University 2013 — 2015
Bachelor's Degree
Red Rocks Community College 2010 — 2013
Associate's Degree
Mesa State College 1994 — 1996
Associate of Science (A.S.)
Nathaniel Peters's OppenheimerFunds Experience September 2005 - May 2007
Job Highly motivated professional with 7+ years experience working as a Business Analyst in financial/mortgage industries
Industry Financial Services
Experience
REcolorado March 2014 - January 2015
CoreLogic August 2012 - July 2013
Aurora Bank FSB November 2009 - June 2012
TIAA-CREF June 2007 - December 2008
OppenheimerFunds September 2005 - May 2007
Echostar June 2004 - August 2005
Lockheed Martin June 2003 - August 2003
Skills
Business data analysis..., Business requirements..., Project Management, Cost-benefit analysis, Process Improvement, Agile Methodologies, Workflow Diagrams, Software Development, Use Case Diagrams, User Acceptance Testing, Functional..., Microsoft Office, Data Integration, Relational Databases
Education
Colorado State University 2000 — 2004
Bachelor of Science Degree in Business Administration, Finance & Real Estate
REcolorado March 2014 - January 2015
CoreLogic August 2012 - July 2013
Aurora Bank FSB November 2009 - June 2012
TIAA-CREF June 2007 - December 2008
OppenheimerFunds September 2005 - May 2007
Echostar June 2004 - August 2005
Lockheed Martin June 2003 - August 2003
Skills
Business data analysis..., Business requirements..., Project Management, Cost-benefit analysis, Process Improvement, Agile Methodologies, Workflow Diagrams, Software Development, Use Case Diagrams, User Acceptance Testing, Functional..., Microsoft Office, Data Integration, Relational Databases
Education
Colorado State University 2000 — 2004
Bachelor of Science Degree in Business Administration, Finance & Real Estate
Renee Newcomer, CIA, CIDA's OppenheimerFunds Experience February 2001 - Present
Job Senior Internal Auditor at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2001 - Present
OppenheimerFunds May 1999 - March 2001
OppenheimerFunds March 1998 - May 1999
OppenheimerFunds July 1996 - March 1998
OppenheimerFunds April 1995 - July 1996
OppenheimerFunds April 1994 - July 1996
Gap Inc. September 1992 - April 1994
Skills
Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Financial Analysis, Financial Risk, Process Improvement, Fraud, Management, Business Continuity, Business Process..., Derivatives, Alternative Investments, Investments, Portfolio Management, Training, Asset Management, Leadership
Education
Colorado State University 1988 — 1992
Bachelor of Science, Merchandising
OppenheimerFunds February 2001 - Present
OppenheimerFunds May 1999 - March 2001
OppenheimerFunds March 1998 - May 1999
OppenheimerFunds July 1996 - March 1998
OppenheimerFunds April 1995 - July 1996
OppenheimerFunds April 1994 - July 1996
Gap Inc. September 1992 - April 1994
Skills
Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Financial Analysis, Financial Risk, Process Improvement, Fraud, Management, Business Continuity, Business Process..., Derivatives, Alternative Investments, Investments, Portfolio Management, Training, Asset Management, Leadership
Education
Colorado State University 1988 — 1992
Bachelor of Science, Merchandising
Eric Compton's OppenheimerFunds Experience October 2006 - Present
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2006 - Present
Citigroup 2001 - 2006
Skills
Mutual Funds, Program Management, Vendor Management
Education
Colorado State University 1992 — 1996
BS, Computer Information Systems, Accounting
OppenheimerFunds October 2006 - Present
Citigroup 2001 - 2006
Skills
Mutual Funds, Program Management, Vendor Management
Education
Colorado State University 1992 — 1996
BS, Computer Information Systems, Accounting
Jessica Shoemaker's OppenheimerFunds Experience May 2014 - Present
Job Tax Manager at OppenheimerFunds
Industry Accounting
Experience
OppenheimerFunds May 2014 - Present
Great-West Financial December 2009 - April 2014
Spicer Jeffries LLP January 2008 - December 2009
Skills
Excel, Corptax, SAP, GAAP, SEC filings, Accounting, Financial Statements, Financial Reporting, Account Reconciliation, QuickBooks, Internal Controls, Fixed Assets, ProSystem fx Tax, US GAAP, Tax Preparation, Tax, Tax Accounting, Tax Returns, Accruals, IFRS, Journal Entries
Education
University of Denver - Daniels College of Business 2008 — 2009
Master of Accountancy, Taxation; Forensics and Fraud
Colorado State University 2005 — 2007
Bachelors of Science in Business Administration, Accounting
Front Range Community College 2001 — 2004
Associates of Arts, Business Administration and Management, General
OppenheimerFunds May 2014 - Present
Great-West Financial December 2009 - April 2014
Spicer Jeffries LLP January 2008 - December 2009
Skills
Excel, Corptax, SAP, GAAP, SEC filings, Accounting, Financial Statements, Financial Reporting, Account Reconciliation, QuickBooks, Internal Controls, Fixed Assets, ProSystem fx Tax, US GAAP, Tax Preparation, Tax, Tax Accounting, Tax Returns, Accruals, IFRS, Journal Entries
Education
University of Denver - Daniels College of Business 2008 — 2009
Master of Accountancy, Taxation; Forensics and Fraud
Colorado State University 2005 — 2007
Bachelors of Science in Business Administration, Accounting
Front Range Community College 2001 — 2004
Associates of Arts, Business Administration and Management, General
Catherine Runge's OppenheimerFunds Experience 1995 - 1997
Job Assistant Vice President at First Western Trust Bank
Industry Banking
Experience
First Western Trust March 2005 - Present
First Western Capital Management March 2005 - Present
First Western Trust March 2005 - Present
Financial Designs, Ltd June 1999 - February 2005
The Longmont Group June 1998 - June 1999
Great-West Life & Annuity September 1996 - May 1998
OppenheimerFunds 1995 - 1997
Skills
Wealth Management, Private Banking, Banking, Investments, Credit, Insurance, Insurance Planning, Insurance Law, Sales, Management, Estate Planning, Life Insurance, Customer Service, Strategic Planning, Financial Planners, Wealth Management..., Analysis
Education
Colorado State University 1989 — 1993
BS, Psychology
The American College 2009 — 2011
CLU, CLU
Rangeview High School
First Western Trust March 2005 - Present
First Western Capital Management March 2005 - Present
First Western Trust March 2005 - Present
Financial Designs, Ltd June 1999 - February 2005
The Longmont Group June 1998 - June 1999
Great-West Life & Annuity September 1996 - May 1998
OppenheimerFunds 1995 - 1997
Skills
Wealth Management, Private Banking, Banking, Investments, Credit, Insurance, Insurance Planning, Insurance Law, Sales, Management, Estate Planning, Life Insurance, Customer Service, Strategic Planning, Financial Planners, Wealth Management..., Analysis
Education
Colorado State University 1989 — 1993
BS, Psychology
The American College 2009 — 2011
CLU, CLU
Rangeview High School
Bridget Abraham's OppenheimerFunds Experience 2001 - 2001
Job Vice President Global Compliance Programs at Western Union
Industry Financial Services
Experience
Western Union September 2013 - Present
Citi April 2012 - September 2013
Citigroup September 2007 - April 2012
Deloitte 2006 - 2007
BearingPoint 2005 - 2006
Federal Reserve Bank of Kansas City 2002 - 2005
OppenheimerFunds 2001 - 2001
Skills
Anti Money Laundering, Investment Banking, Due Diligence, Capital Markets, Risk Management, Banking, Corporate Finance, Fixed Income, Program Management, Financial Risk, Financial Services, Portfolio Management, Management, Operational Risk, Financial Modeling, Equities, Valuation, Derivatives, AML, Business Analysis, Hedge Funds, Credit Risk
Education
Colorado State University
Bachelor of Arts (B.A.), Economics
Colorado State University
Master of Science (MS), Resource Economics
Western Union September 2013 - Present
Citi April 2012 - September 2013
Citigroup September 2007 - April 2012
Deloitte 2006 - 2007
BearingPoint 2005 - 2006
Federal Reserve Bank of Kansas City 2002 - 2005
OppenheimerFunds 2001 - 2001
Skills
Anti Money Laundering, Investment Banking, Due Diligence, Capital Markets, Risk Management, Banking, Corporate Finance, Fixed Income, Program Management, Financial Risk, Financial Services, Portfolio Management, Management, Operational Risk, Financial Modeling, Equities, Valuation, Derivatives, AML, Business Analysis, Hedge Funds, Credit Risk
Education
Colorado State University
Bachelor of Arts (B.A.), Economics
Colorado State University
Master of Science (MS), Resource Economics
Eva Mullin's OppenheimerFunds Experience March 1993 - Present
Job Manager, Compliance at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 1993 - Present
OppenheimerFunds March 1993 - Present
First Data Corporation/American Express 1990 - 1993
Skills
Financial Services, Mutual Funds, Securities, Process Improvement, Investments, Equities, Asset Management, Financial Risk, Series 7, Risk Management, FINRA, Data Privacy, Privacy Compliance, series 6, Cyber Security..., Management, Fully Bilingual Spanish, Leadership, Cloud Computing, NIST, Compliance
Education
University of Colorado Boulder 1990 — 1991
University of Colorado Denver 1988 — 1990
Colorado State University 1986 — 1988
OppenheimerFunds March 1993 - Present
OppenheimerFunds March 1993 - Present
First Data Corporation/American Express 1990 - 1993
Skills
Financial Services, Mutual Funds, Securities, Process Improvement, Investments, Equities, Asset Management, Financial Risk, Series 7, Risk Management, FINRA, Data Privacy, Privacy Compliance, series 6, Cyber Security..., Management, Fully Bilingual Spanish, Leadership, Cloud Computing, NIST, Compliance
Education
University of Colorado Boulder 1990 — 1991
University of Colorado Denver 1988 — 1990
Colorado State University 1986 — 1988
Bianca Guadagnoli's OppenheimerFunds Experience July 2005 - February 2008
Job Experienced Trade Settlement and Pricing Analyst
Industry Financial Services
Experience
Stay at home mom March 2012 - Present
Invesco Ltd. May 2011 - March 2012
Thornburg Investment Management March 2008 - January 2011
OppenheimerFunds July 2005 - February 2008
Skills
Investments, Equities, Fixed Income, Asset Management, Banking, Portfolio Management, Sales, Loans, Strategy, Trading, Due Diligence, Valuation, Customer Service
Education
Colorado State University 2001 — 2005
BS, Finance and Marketing
Stay at home mom March 2012 - Present
Invesco Ltd. May 2011 - March 2012
Thornburg Investment Management March 2008 - January 2011
OppenheimerFunds July 2005 - February 2008
Skills
Investments, Equities, Fixed Income, Asset Management, Banking, Portfolio Management, Sales, Loans, Strategy, Trading, Due Diligence, Valuation, Customer Service
Education
Colorado State University 2001 — 2005
BS, Finance and Marketing
Evan Malouf's OppenheimerFunds Experience July 2007 - November 2010
Job Financial Services Professional
Industry Financial Services
Experience
OppenheimerFunds July 2007 - November 2010
Enterprise Rent-A-Car February 2007 - July 2007
Browns Shoe Fit Co July 2004 - December 2006
Education
Colorado State University 2002 — 2006
Bachelor of Arts, Economics
OppenheimerFunds July 2007 - November 2010
Enterprise Rent-A-Car February 2007 - July 2007
Browns Shoe Fit Co July 2004 - December 2006
Education
Colorado State University 2002 — 2006
Bachelor of Arts, Economics
Kristi Pengilly's OppenheimerFunds Experience May 2006 - October 2011
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica March 2015 - Present
Qualified Pension Services, Inc. May 2012 - February 2015
Odell & Associates, LLC November 2011 - April 2012
OppenheimerFunds May 2006 - October 2011
Great-West Life and Annuity Insurance Company December 1999 - May 2006
Skills
Retirement, 401k, Team Building, Mutual Funds, Series 63, Retirement Sales, Qualified Retirement..., Maintaining Business..., Attention To Detail, FINRA Series 6, FINRA Series 63, Multita, Customer Service, Asset Management, Problem Solving, Investments, 14 years of Retirement..., Contribution..., Compliance, Proposal Support, Customer Relations, Outgoing, Team Leadership, Thinking Outside The Box, Team Motivator, Microsoft Office, Asset Allocation, Series 6, IRAs, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Training
Education
Metropolitan State College of Denver 1994 — 1998
B.A., Psychology
Colorado State University 1993 — 1994
General Studies
Transamerica March 2015 - Present
Qualified Pension Services, Inc. May 2012 - February 2015
Odell & Associates, LLC November 2011 - April 2012
OppenheimerFunds May 2006 - October 2011
Great-West Life and Annuity Insurance Company December 1999 - May 2006
Skills
Retirement, 401k, Team Building, Mutual Funds, Series 63, Retirement Sales, Qualified Retirement..., Maintaining Business..., Attention To Detail, FINRA Series 6, FINRA Series 63, Multita, Customer Service, Asset Management, Problem Solving, Investments, 14 years of Retirement..., Contribution..., Compliance, Proposal Support, Customer Relations, Outgoing, Team Leadership, Thinking Outside The Box, Team Motivator, Microsoft Office, Asset Allocation, Series 6, IRAs, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Training
Education
Metropolitan State College of Denver 1994 — 1998
B.A., Psychology
Colorado State University 1993 — 1994
General Studies
Nora Birt's OppenheimerFunds Experience November 1999 - Present
Job DBA Architect at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 1999 - Present
New Era of Networks January 1999 - November 1999
MCI Corporation June 1995 - January 1999
Skills
Sybase ASE, MSSQL DBA, Sybase DirectConnect, Sybase Replication..., Database Administration, Database Management, Sybase, SQL Server, Disaster Recovery, Autosys, Unix, SQL, Performance Tuning, Unix Shell Scripting, Data Modeling, Ksh, Relational Databases, Databases, Shell Scripting, HP-UX, Linux, Windows, Visio, Production Support, Scripting, Replication, Business Analysis, Servers, Microsoft SQL Server, Vendor Management, Solaris, SQL Tuning
Education
Colorado State University 1993 — 1995
Master of Science, Computer Information Systems
Colorado State University 1983 — 1988
Bachelor of Science, Real Estate/Finance
OppenheimerFunds November 1999 - Present
New Era of Networks January 1999 - November 1999
MCI Corporation June 1995 - January 1999
Skills
Sybase ASE, MSSQL DBA, Sybase DirectConnect, Sybase Replication..., Database Administration, Database Management, Sybase, SQL Server, Disaster Recovery, Autosys, Unix, SQL, Performance Tuning, Unix Shell Scripting, Data Modeling, Ksh, Relational Databases, Databases, Shell Scripting, HP-UX, Linux, Windows, Visio, Production Support, Scripting, Replication, Business Analysis, Servers, Microsoft SQL Server, Vendor Management, Solaris, SQL Tuning
Education
Colorado State University 1993 — 1995
Master of Science, Computer Information Systems
Colorado State University 1983 — 1988
Bachelor of Science, Real Estate/Finance
Christopher Glade's OppenheimerFunds Experience May 2012 - Present
Job Programmer Analyst at OppenheimerFunds
Industry Computer Software
Experience
OppenheimerFunds May 2012 - Present
Colorado Interactive July 2008 - May 2012
Coors Brewing Company June 2004 - 2008
Skills
Hibernate, Java, Java Enterprise Edition, Maven, JSP, Eclipse, JUnit, JBoss Application Server, EJB, Servlets, Groovy, Grails
Education
Colorado State University 2005 — 2008
Bachelor of Computer Science
OppenheimerFunds May 2012 - Present
Colorado Interactive July 2008 - May 2012
Coors Brewing Company June 2004 - 2008
Skills
Hibernate, Java, Java Enterprise Edition, Maven, JSP, Eclipse, JUnit, JBoss Application Server, EJB, Servlets, Groovy, Grails
Education
Colorado State University 2005 — 2008
Bachelor of Computer Science
Karma Parks's OppenheimerFunds Experience September 2005 - Present
Job Assistant Supervisor at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2005 - Present
Skills
Microsoft Excel
Education
Colorado School of Mines 1995 — 1999
OppenheimerFunds September 2005 - Present
Skills
Microsoft Excel
Education
Colorado School of Mines 1995 — 1999
Jeffrey Stratton's OppenheimerFunds Experience October 1997 - September 2001
Job VP/ Market Lending Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage August 2011 - Present
Wells Fargo Home Mortgage May 2009 - August 2011
LenderLive Network, Inc. September 2006 - November 2008
United Guaranty Corporation October 2003 - September 2006
OppenheimerFunds October 1997 - September 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Underwriting, Residential Mortgages, Credit, Loan Origination, FHA, Credit Analysis, Banking, Mortgage Underwriting, Credit Risk, Refinance, Loss Mitigation, Risk Management, Mortgage Servicing, VA loans, Consumer Lending, Loan Servicing, FHA financing
Education
Colorado State University 2010 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wells Fargo Home Mortgage August 2011 - Present
Wells Fargo Home Mortgage May 2009 - August 2011
LenderLive Network, Inc. September 2006 - November 2008
United Guaranty Corporation October 2003 - September 2006
OppenheimerFunds October 1997 - September 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Underwriting, Residential Mortgages, Credit, Loan Origination, FHA, Credit Analysis, Banking, Mortgage Underwriting, Credit Risk, Refinance, Loss Mitigation, Risk Management, Mortgage Servicing, VA loans, Consumer Lending, Loan Servicing, FHA financing
Education
Colorado State University 2010 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Gerry Shoshensky's OppenheimerFunds Experience June 2005 - Present
Job Correspondent III at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2005 - Present
American Century Investments 1996 - 2005
Skills
writing, technical writing, editing, news writing, creative writing, mutual funds, financial markets, regulatory compliance, Proofreading, Series 63, Securities, Financial Services, Technical Writing, Creative Writing, Mutual Funds, Financial Markets, Editing, News Writing, Alternative Investments, Asset Allocation, Series 6, FINRA, Retirement, Investment Strategies, Investment Management, ETFs, 401k, Investment Advisory, Bonds, Retirement Planning, Financial Advisory, IRAs, Wealth, Wealth Management, Pensions, Fixed Income, Fixed Annuities, Personal Finance, Equities, Financial Planners, Stocks, Writing, Investor Relations, Investments
Education
Lighthouse Writer's Workshop 2003 — 2004
Colorado State University 1991 — 1995
Bachelor of Arts (B.A.), Technical Journalism
Colorado State University 1991 — 1995
Bachelor's degree, Journalism
Colorado State University 1991 — 1995
Bachelor of Arts (B.A.), Technical Journalism
OppenheimerFunds June 2005 - Present
American Century Investments 1996 - 2005
Skills
writing, technical writing, editing, news writing, creative writing, mutual funds, financial markets, regulatory compliance, Proofreading, Series 63, Securities, Financial Services, Technical Writing, Creative Writing, Mutual Funds, Financial Markets, Editing, News Writing, Alternative Investments, Asset Allocation, Series 6, FINRA, Retirement, Investment Strategies, Investment Management, ETFs, 401k, Investment Advisory, Bonds, Retirement Planning, Financial Advisory, IRAs, Wealth, Wealth Management, Pensions, Fixed Income, Fixed Annuities, Personal Finance, Equities, Financial Planners, Stocks, Writing, Investor Relations, Investments
Education
Lighthouse Writer's Workshop 2003 — 2004
Colorado State University 1991 — 1995
Bachelor of Arts (B.A.), Technical Journalism
Colorado State University 1991 — 1995
Bachelor's degree, Journalism
Colorado State University 1991 — 1995
Bachelor of Arts (B.A.), Technical Journalism
Garrett Phoebe's OppenheimerFunds Experience August 2008 - February 2009
Job at
Industry Financial Services
Experience
Clayton August 2013 - Present
Clayton May 2011 - Present
Clayton January 2011 - May 2011
Clayton July 2009 - December 2010
OppenheimerFunds August 2008 - February 2009
OppenheimerFunds March 2008 - July 2008
OppenheimerFunds February 2007 - March 2008
Skills
Loans, Credit, Credit Risk, Retail, Credit Analysis, Portfolio Management
Education
Colorado State University 2002 — 2006
Bachelor's degree, Economics
Clayton August 2013 - Present
Clayton May 2011 - Present
Clayton January 2011 - May 2011
Clayton July 2009 - December 2010
OppenheimerFunds August 2008 - February 2009
OppenheimerFunds March 2008 - July 2008
OppenheimerFunds February 2007 - March 2008
Skills
Loans, Credit, Credit Risk, Retail, Credit Analysis, Portfolio Management
Education
Colorado State University 2002 — 2006
Bachelor's degree, Economics
Todd J. Carsten's OppenheimerFunds Experience February 2009 - September 2010
Job Fund Operations Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman September 2010 - December 2014
OppenheimerFunds February 2009 - September 2010
OppenheimerFunds February 2007 - January 2009
Clayton Fixed Income Services March 2004 - December 2006
Skills
Operations Management, Fund Accounting, Project Management, Mutual Funds, Data Management, Manage Client..., Security Master, Client Liaison, Business Analysis, Investments, Microsoft Office, Bloomberg, Portfolio Management, Golden Source, Fixed Income, Equities, Enterprise Security..., Credit Analysis, Alternative Investments, Asset Allocation, Asset Management, Financial Modeling
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS)
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman September 2010 - December 2014
OppenheimerFunds February 2009 - September 2010
OppenheimerFunds February 2007 - January 2009
Clayton Fixed Income Services March 2004 - December 2006
Skills
Operations Management, Fund Accounting, Project Management, Mutual Funds, Data Management, Manage Client..., Security Master, Client Liaison, Business Analysis, Investments, Microsoft Office, Bloomberg, Portfolio Management, Golden Source, Fixed Income, Equities, Enterprise Security..., Credit Analysis, Alternative Investments, Asset Allocation, Asset Management, Financial Modeling
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS)
Rebecca Kramer's OppenheimerFunds Experience June 1990 - March 1992
Job AML Officer/ Compliance Officer
Industry Financial Services
Experience
Geneos Wealth Management December 2013 - Present
Financial Industry Regulatory Authority November 2010 - May 2013
State of Colorado, Division of Securities December 2005 - November 2010
State of Colorado, Division of Insurance March 2004 - December 2005
Investment Management Consultants Ltd November 1998 - November 2003
ICON Advisers Inc., formerly Meridian Investment Management Corporation May 1992 - September 1998
OppenheimerFunds June 1990 - March 1992
Skills
Broker-Dealer Compliance, Investment Advisor..., Fraud Detection, Securities Regulation, Securities Offerings, Insurance Law, Investments, AML, Due Diligence, NASAA Investment..., NASAA Investment..., NRS Investment Adviser..., NRS Investment Adsviser..., General Securities..., Securities Fraud, insurance regulation, compliance, Series 7, Series 24, Compliance Management
Education
Colorado State University 1986 — 1999
Bachelor of Science in Accounting and Business Administration, Accounting, 3.8
Geneos Wealth Management December 2013 - Present
Financial Industry Regulatory Authority November 2010 - May 2013
State of Colorado, Division of Securities December 2005 - November 2010
State of Colorado, Division of Insurance March 2004 - December 2005
Investment Management Consultants Ltd November 1998 - November 2003
ICON Advisers Inc., formerly Meridian Investment Management Corporation May 1992 - September 1998
OppenheimerFunds June 1990 - March 1992
Skills
Broker-Dealer Compliance, Investment Advisor..., Fraud Detection, Securities Regulation, Securities Offerings, Insurance Law, Investments, AML, Due Diligence, NASAA Investment..., NASAA Investment..., NRS Investment Adviser..., NRS Investment Adsviser..., General Securities..., Securities Fraud, insurance regulation, compliance, Series 7, Series 24, Compliance Management
Education
Colorado State University 1986 — 1999
Bachelor of Science in Accounting and Business Administration, Accounting, 3.8
Peter Matheson's OppenheimerFunds Experience April 2007 - November 2010
Job Standard and Poors
Industry Financial Services
Experience
Standard & Poor's June 2014 - Present
JPMorgan Chase November 2010 - March 2014
OppenheimerFunds April 2007 - November 2010
Skills
Financial Analysis, Investments, Financial Services, Risk Management, Banking, Microsoft Office, Finance, Equities, Credit, Sales, Business Development, Analysis, Financial Markets, Corporate Finance, Financial Modeling, Investment Banking, Fixed Income, Portfolio Management
Education
Colorado State University 2001 — 2005
Bachelor's degree, Agricultural Economics
Standard & Poor's June 2014 - Present
JPMorgan Chase November 2010 - March 2014
OppenheimerFunds April 2007 - November 2010
Skills
Financial Analysis, Investments, Financial Services, Risk Management, Banking, Microsoft Office, Finance, Equities, Credit, Sales, Business Development, Analysis, Financial Markets, Corporate Finance, Financial Modeling, Investment Banking, Fixed Income, Portfolio Management
Education
Colorado State University 2001 — 2005
Bachelor's degree, Agricultural Economics
Kelly Wedding's OppenheimerFunds Experience July 2005 - October 2008
Job Supervisor, Fund Accounting at ALPS Fund Services
Industry Financial Services
Experience
ALPS Fund Services December 2013 - Present
Brown Brothers Harriman October 2008 - February 2013
OppenheimerFunds July 2005 - October 2008
Education
Colorado Mesa University 2001 — 2005
Bachelor's degree, Finance, General
ALPS Fund Services December 2013 - Present
Brown Brothers Harriman October 2008 - February 2013
OppenheimerFunds July 2005 - October 2008
Education
Colorado Mesa University 2001 — 2005
Bachelor's degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY