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
Bryan Dominguez Bryan Dominguez's OppenheimerFunds Experience January 2015 - Present
Job Student at Cornell University
Industry
Experience
OppenheimerFunds January 2015 - Present
William Keeton House January 2014 - March 2015
Cornell University June 2013 - August 2013
Utopia Meadows Chiropractic Group November 2011 - June 2012
Skills
Customer Service, Management, Microsoft Excel, Research, Microsoft Office, PowerPoint, Leadership, Teamwork, Teaching, Public Speaking, Sales, Team Building, Strategic Planning
Education
Cornell University 2013 — 2016
OppenheimerFunds January 2015 - Present
William Keeton House January 2014 - March 2015
Cornell University June 2013 - August 2013
Utopia Meadows Chiropractic Group November 2011 - June 2012
Skills
Customer Service, Management, Microsoft Excel, Research, Microsoft Office, PowerPoint, Leadership, Teamwork, Teaching, Public Speaking, Sales, Team Building, Strategic Planning
Education
Cornell University 2013 — 2016
Carol Guttzeit (PCC, CPCC) Carol Guttzeit (PCC, CPCC)'s OppenheimerFunds Experience May 2004 - January 2009
Job Director, Talent Management Denver
Industry Management Consulting
Experience
Slalom Consulting June 2010 - Present
Carol Guttzeit Coaching & Consulting February 2009 - Present
OppenheimerFunds May 2004 - January 2009
Lipper HedgeWorld October 1999 - April 2004
Shearson Lehman Brothers July 1987 - August 1989
Skills
Coaching, Strengths-Based..., Organizational..., Change Management, Organizational Change, Change Leadership, Leadership Development, Executive Coaching, Group Facilitation, Organizational..., Cultural Transformation, Employee Engagement, Emergenetics Assessment, Myers-Briggs Certified, Workshop Facilitation, Technology Needs..., MBTI, Leadership, Training, Team Building, Succession Planning, Organizational Design, Strategy, Talent Management, Consulting, Facilitation
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Ph.D., Art History
The City University of New York (Queens College) 1989 — 1991
MA, Art History
University of Wisconsin-Madison - School of Business 1986 — 1987
MA, Business / Arts Administration
Cornell University 1982 — 1986
BS, Business
Slalom Consulting June 2010 - Present
Carol Guttzeit Coaching & Consulting February 2009 - Present
OppenheimerFunds May 2004 - January 2009
Lipper HedgeWorld October 1999 - April 2004
Shearson Lehman Brothers July 1987 - August 1989
Skills
Coaching, Strengths-Based..., Organizational..., Change Management, Organizational Change, Change Leadership, Leadership Development, Executive Coaching, Group Facilitation, Organizational..., Cultural Transformation, Employee Engagement, Emergenetics Assessment, Myers-Briggs Certified, Workshop Facilitation, Technology Needs..., MBTI, Leadership, Training, Team Building, Succession Planning, Organizational Design, Strategy, Talent Management, Consulting, Facilitation
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Ph.D., Art History
The City University of New York (Queens College) 1989 — 1991
MA, Art History
University of Wisconsin-Madison - School of Business 1986 — 1987
MA, Business / Arts Administration
Cornell University 1982 — 1986
BS, Business
stephanie casella stephanie casella's OppenheimerFunds Experience July 2012 - July 2013
Job Director of Marketing at Volition Beauty
Industry Marketing and Advertising
Experience
Volition Beauty March 2015 - Present
Solazyme, Inc. July 2014 - March 2015
Solazyme, Inc. July 2013 - June 2014
OppenheimerFunds July 2012 - July 2013
TGRA Capital Management, LLC September 2011 - July 2012
Diane Young Skincare, Inc. November 2009 - October 2011
Skills
Entrepreneurship, Business Development, Business Strategy, Advertising, Microsoft Office, Designing, Product Management, Product Development, Marketing Strategy, Marketing, Designing Marketing..., Market Research, Research, Project Management, Account Management, Art History, Marketing Communications, Photoshop, Brand Management, Strategy
Education
Cornell University 2005 — 2009
B.S., Fiber Science and Apparel/Textile Management, Product Development Concentration
The American University of Paris 2007 — 2007
Architecture, Art History
Volition Beauty March 2015 - Present
Solazyme, Inc. July 2014 - March 2015
Solazyme, Inc. July 2013 - June 2014
OppenheimerFunds July 2012 - July 2013
TGRA Capital Management, LLC September 2011 - July 2012
Diane Young Skincare, Inc. November 2009 - October 2011
Skills
Entrepreneurship, Business Development, Business Strategy, Advertising, Microsoft Office, Designing, Product Management, Product Development, Marketing Strategy, Marketing, Designing Marketing..., Market Research, Research, Project Management, Account Management, Art History, Marketing Communications, Photoshop, Brand Management, Strategy
Education
Cornell University 2005 — 2009
B.S., Fiber Science and Apparel/Textile Management, Product Development Concentration
The American University of Paris 2007 — 2007
Architecture, Art History
Sheila Knight-Fields Sheila Knight-Fields's OppenheimerFunds Experience 1992 - 2000
Job Operations, Contact Center & Process Improvement executive with high energy & passion for excellence
Industry Consumer Services
Experience
City and County of Denver April 2015 - Present
Dress For Success Denver 2014 - Present
ADT Security Services 2008 - 2014
ADT Security Services, Inc 2005 - 2008
ADT Security Services, Inc 2004 - 2005
Berger Financial Group, LLC 2000 - 2003
OppenheimerFunds 1992 - 2000
Skills
Leadership, Management, Cross-functional Team..., Process Improvement, Training, Customer Service, Operations Management, Quality Assurance, Call Centers, Integration, Six Sigma, Lean Management, Strategic Planning, Budgets, Project Management, Account Management, Business Process..., Call Center, Security, Customer Experience, Project Planning, Vendor Management, Time Management, Team Building, Contract Negotiation, Operational Excellence, Passion for Success, Organizational..., Strategic Leadership, Process Optimization, Creative Problem Solving, Organizational..., Proofreading, Back Office, Strategic Partnerships, Problem Solving
Education
Colorado State University 2014 — 2016
Master's Degree, Organizational Leadership
Colorado State University
Bachelor of Science (BS), Business Administration and Management, General
Arapahoe Community College
Associate's Degree, Marketing
City and County of Denver April 2015 - Present
Dress For Success Denver 2014 - Present
ADT Security Services 2008 - 2014
ADT Security Services, Inc 2005 - 2008
ADT Security Services, Inc 2004 - 2005
Berger Financial Group, LLC 2000 - 2003
OppenheimerFunds 1992 - 2000
Skills
Leadership, Management, Cross-functional Team..., Process Improvement, Training, Customer Service, Operations Management, Quality Assurance, Call Centers, Integration, Six Sigma, Lean Management, Strategic Planning, Budgets, Project Management, Account Management, Business Process..., Call Center, Security, Customer Experience, Project Planning, Vendor Management, Time Management, Team Building, Contract Negotiation, Operational Excellence, Passion for Success, Organizational..., Strategic Leadership, Process Optimization, Creative Problem Solving, Organizational..., Proofreading, Back Office, Strategic Partnerships, Problem Solving
Education
Colorado State University 2014 — 2016
Master's Degree, Organizational Leadership
Colorado State University
Bachelor of Science (BS), Business Administration and Management, General
Arapahoe Community College
Associate's Degree, Marketing
Chris Leavy Chris Leavy's OppenheimerFunds Experience January 2007 - September 2010
Job Private Investor
Industry Investment Management
Experience
BlackRock October 2010 - June 2013
OppenheimerFunds January 2007 - September 2010
OppenheimerFunds September 2000 - December 2008
Morgan Stanley Asset Management September 1997 - August 2000
Skills
Equities, Bloomberg, Asset Allocation, Alternative Investments, Investment Management, Portfolio Management, Management, Investments, Hedge Funds, Asset Management, Mutual Funds, Fixed Income, Securities, Capital Markets, Financial Modeling, Asset Managment
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Trinity University 1989 — 1992
BA, Economics
BlackRock October 2010 - June 2013
OppenheimerFunds January 2007 - September 2010
OppenheimerFunds September 2000 - December 2008
Morgan Stanley Asset Management September 1997 - August 2000
Skills
Equities, Bloomberg, Asset Allocation, Alternative Investments, Investment Management, Portfolio Management, Management, Investments, Hedge Funds, Asset Management, Mutual Funds, Fixed Income, Securities, Capital Markets, Financial Modeling, Asset Managment
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Trinity University 1989 — 1992
BA, Economics
Scott R. Miller, LEED AP, MSc Scott R. Miller, LEED AP, MSc's OppenheimerFunds Experience 2008 - 2012
Job Sustainability | Business Development | Strategy | Compliance | Supply Chain | Carbon | Waste
Industry Environmental Services
Experience
Sustainable Apparel Coalition October 2014 - Present
MindClick Global, Inc. 2013 - October 2014
Caesars Entertainment Corporation 2013 - 2013
Millstone Advisors 2012 - 2013
OppenheimerFunds 2008 - 2012
AXA Distributors, LLC 2001 - 2008
John Hancock (Signator Financial Network) 1999 - 2001
Skills
Sustainability, Strategy, Waste Management, Energy Efficiency, Team Management, Business Development, Leadership, Green Building, Sustainable Procurement, Public Speaking, Marketing Strategy, Manufacturing, Sustainability..., LEED, Project Management, Sustainability Reporting, Corporate Social..., Research, Analysis, Recycling, Climate Change, Water Efficiency, Project Planning, Training, Renewable Energy, Financial Analysis, Compost, Employee Engagement, Life Cycle Assessment, Sustainable Tourism, Life Cycle Costing, Variable Frequency..., Electric Vehicles, Contract Negotiation, LED lighting systems, Environmental Policy, Natural Resources, Ecosystem Services, Management, Environmental Issues, Green Living, Sustainable Development, Salesforce.com..., Relationship Management, Spanish, Economics, Financial Services, Insurance, Mutual Funds, Asset Allocation
Education
Columbia University in the City of New York 2011 — 2014
Master's Degree
University of California, San Diego
Bachelor's Degree
New York University 2009 — 2010
Professional Certification
Sustainable Apparel Coalition October 2014 - Present
MindClick Global, Inc. 2013 - October 2014
Caesars Entertainment Corporation 2013 - 2013
Millstone Advisors 2012 - 2013
OppenheimerFunds 2008 - 2012
AXA Distributors, LLC 2001 - 2008
John Hancock (Signator Financial Network) 1999 - 2001
Skills
Sustainability, Strategy, Waste Management, Energy Efficiency, Team Management, Business Development, Leadership, Green Building, Sustainable Procurement, Public Speaking, Marketing Strategy, Manufacturing, Sustainability..., LEED, Project Management, Sustainability Reporting, Corporate Social..., Research, Analysis, Recycling, Climate Change, Water Efficiency, Project Planning, Training, Renewable Energy, Financial Analysis, Compost, Employee Engagement, Life Cycle Assessment, Sustainable Tourism, Life Cycle Costing, Variable Frequency..., Electric Vehicles, Contract Negotiation, LED lighting systems, Environmental Policy, Natural Resources, Ecosystem Services, Management, Environmental Issues, Green Living, Sustainable Development, Salesforce.com..., Relationship Management, Spanish, Economics, Financial Services, Insurance, Mutual Funds, Asset Allocation
Education
Columbia University in the City of New York 2011 — 2014
Master's Degree
University of California, San Diego
Bachelor's Degree
New York University 2009 — 2010
Professional Certification
Christina Schroeder Christina Schroeder's OppenheimerFunds Experience 2012 - 2012
Job Senior Business Analyst Projects
Industry Financial Services
Experience
Seeking New Position Compensation AnalystTruliaFebruary 2014 - September 2014
Trulia 2012 - 2014
OppenheimerFunds 2012 - 2012
OppenheimerFunds 2010 - 2012
OppenheimerFunds 2008 - 2010
OppenheimerFunds 2007 - 2008
TransUnion Rental Screening Solutions 2005 - 2006
TransUnion Rental Screening Solutions 2003 - 2005
TransUnion Rental Screening Solutions 2002 - 2003
Skills
Conceptual Modeling, Project Management, Process Improvement, Business Process..., Risk Management, Negotiation, Budgeting, Cost Control, Documentation, Reporting, Call Centers, Salesforce.com, Management, Training, Call Center, Team Leadership, Customer Service, Customer Satisfaction, Account Management, CRM, Customer Retention, Sales Process, Leadership, Sales, Sales Operations, Customer Experience, Cold Calling, Lead Generation, Direct Sales, Marketing, Employee Training, Recruiting, Business Development, Financial Services, Business Analysis, Analysis, Program Management, Quality Assurance, Data Entry, Teamwork, Telephone Skills, Compensation, Sales Compensation, Quality Control, Microsoft Excel, Team Building, Microsoft Office, Analytics, Strategic Planning, Change Management
Education
Colorado State University-Global Campus 2010 — 2015
Bachelors of Science in Project Management, Project Management, Finance, 4.0
Seeking New Position Compensation AnalystTruliaFebruary 2014 - September 2014
Trulia 2012 - 2014
OppenheimerFunds 2012 - 2012
OppenheimerFunds 2010 - 2012
OppenheimerFunds 2008 - 2010
OppenheimerFunds 2007 - 2008
TransUnion Rental Screening Solutions 2005 - 2006
TransUnion Rental Screening Solutions 2003 - 2005
TransUnion Rental Screening Solutions 2002 - 2003
Skills
Conceptual Modeling, Project Management, Process Improvement, Business Process..., Risk Management, Negotiation, Budgeting, Cost Control, Documentation, Reporting, Call Centers, Salesforce.com, Management, Training, Call Center, Team Leadership, Customer Service, Customer Satisfaction, Account Management, CRM, Customer Retention, Sales Process, Leadership, Sales, Sales Operations, Customer Experience, Cold Calling, Lead Generation, Direct Sales, Marketing, Employee Training, Recruiting, Business Development, Financial Services, Business Analysis, Analysis, Program Management, Quality Assurance, Data Entry, Teamwork, Telephone Skills, Compensation, Sales Compensation, Quality Control, Microsoft Excel, Team Building, Microsoft Office, Analytics, Strategic Planning, Change Management
Education
Colorado State University-Global Campus 2010 — 2015
Bachelors of Science in Project Management, Project Management, Finance, 4.0
Annabel Whiting Annabel Whiting's OppenheimerFunds Experience November 2004 - March 2006
Job Vice President, Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Credit Suisse November 2012 - December 2013
Credit Suisse April 2010 - October 2012
Credit Suisse May 2009 - April 2010
Credit Suisse May 2008 - April 2009
Credit Suisse March 2006 - April 2008
OppenheimerFunds November 2004 - March 2006
OppenheimerFunds May 2001 - October 2004
J.P. Morgan June 2000 - March 2001
J.P. Morgan January 2000 - May 2000
Skills
FINRA, Series 7, Mutual Funds, Alternative Investments, Series 63, Series 24, Asset Managment, Marketing Strategy, Client Service, Campaign Management, Analytics, Lead Generation, Business Analysis, Relationship Management, CRM, Competitive Analysis, Product Marketing, Product Management, Digital Marketing, Customer Acquisition, Project Management, Business Management, Team Leadership, Financial Services, Fixed Income, Asset Management, Investments, Marketing, Thought Leadership, Leadership, Management, Investment Management, Portfolio Management, Cross-functional Team..., Finance, Vendor Management, Hedge Funds, Equities, Strategy, Capital Markets, Emerging Markets, Investor Relations, Derivatives, Investment Banking, Asset Allocation, Financial Markets, Securities, Wealth Management, Bonds, Investment Strategies
Education
New York University - Leonard N. Stern School of Business
MBA
Cornell University
BS
J.P. Morgan January 2014 - Present
Credit Suisse November 2012 - December 2013
Credit Suisse April 2010 - October 2012
Credit Suisse May 2009 - April 2010
Credit Suisse May 2008 - April 2009
Credit Suisse March 2006 - April 2008
OppenheimerFunds November 2004 - March 2006
OppenheimerFunds May 2001 - October 2004
J.P. Morgan June 2000 - March 2001
J.P. Morgan January 2000 - May 2000
Skills
FINRA, Series 7, Mutual Funds, Alternative Investments, Series 63, Series 24, Asset Managment, Marketing Strategy, Client Service, Campaign Management, Analytics, Lead Generation, Business Analysis, Relationship Management, CRM, Competitive Analysis, Product Marketing, Product Management, Digital Marketing, Customer Acquisition, Project Management, Business Management, Team Leadership, Financial Services, Fixed Income, Asset Management, Investments, Marketing, Thought Leadership, Leadership, Management, Investment Management, Portfolio Management, Cross-functional Team..., Finance, Vendor Management, Hedge Funds, Equities, Strategy, Capital Markets, Emerging Markets, Investor Relations, Derivatives, Investment Banking, Asset Allocation, Financial Markets, Securities, Wealth Management, Bonds, Investment Strategies
Education
New York University - Leonard N. Stern School of Business
MBA
Cornell University
BS
Paul Schutzman's OppenheimerFunds Experience March 2006 - July 2008
Job Vice President at MSCI
Industry Investment Management
Experience
MSCI Inc. Production InternFilmFinances, Inc.June 2015 - August 2015
XYZ Films June 2015 - August 2015
Voltage Pictures April 2015 - July 2015
Story Mining and Supply Co September 2014 - March 2015
MSCI Inc. June 2010 - August 2014
Johnson School at Cornell University August 2008 - May 2010
RiskMetrics Group June 2009 - August 2009
OppenheimerFunds March 2006 - July 2008
Natixis North America February 2004 - February 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Equities, Asset Managment, Strategic Planning, Strategy, Portfolio Management, Competitive Analysis, Market Research, Data Analysis
Education
UCLA 2014 — 2016
Master of Fine Arts (MFA), Producing
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Capital Markets & Asset Management
Mary Washington College 1999 — 2003
Bachelor of Arts (BA), History
Shoreham Wading River HS 1996 — 1999
MSCI Inc. Production InternFilmFinances, Inc.June 2015 - August 2015
XYZ Films June 2015 - August 2015
Voltage Pictures April 2015 - July 2015
Story Mining and Supply Co September 2014 - March 2015
MSCI Inc. June 2010 - August 2014
Johnson School at Cornell University August 2008 - May 2010
RiskMetrics Group June 2009 - August 2009
OppenheimerFunds March 2006 - July 2008
Natixis North America February 2004 - February 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Equities, Asset Managment, Strategic Planning, Strategy, Portfolio Management, Competitive Analysis, Market Research, Data Analysis
Education
UCLA 2014 — 2016
Master of Fine Arts (MFA), Producing
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Capital Markets & Asset Management
Mary Washington College 1999 — 2003
Bachelor of Arts (BA), History
Shoreham Wading River HS 1996 — 1999
Jason Friedman's OppenheimerFunds Experience February 2015 - Present
Job Technical Manager
Industry Computer Software
Experience
OppenheimerFunds February 2015 - Present
OppenheimerFunds December 2012 - February 2015
OppenheimerFunds June 2011 - July 2013
OppenheimerFunds September 2008 - June 2011
Janus Capital Group February 2007 - September 2008
Great-West Healthcare July 2006 - February 2007
StorePerform Technologies January 2005 - June 2006
Xcel Energy Markets August 2003 - January 2005
EchoStar Communications Corp. May 2003 - July 2003
Janus Capital Corp. March 2001 - May 2003
Skills
ETL, Informatica, Data Warehousing, Oracle, Unix, Enterprise Architecture, SQL, Linux, Business Intelligence, Integration, Team Leadership, Scrum, Business Analysis, Performance Tuning, Requirements Analysis, Data Migration, Data Modeling, Architecture, Technical Documentation, Data Warehouse..., Databases, SDLC, Master Data Management, Agile Project Management, DB2, Python, Data Integration, Data Quality, Cognos, Java, PostgreSQL, MySQL, Confluence, PL/SQL, Microsoft SQL Server, Database Administration, RedHat, Database Design, Atlassian JIRA, Atlassian Confluence, LDAP, IT Operations, Process Improvement, Shell Scripting
Education
Northeastern University 1992 — 1995
J.D., Law
Cornell University 1985 — 1989
B.S., Engineering Physics
OppenheimerFunds February 2015 - Present
OppenheimerFunds December 2012 - February 2015
OppenheimerFunds June 2011 - July 2013
OppenheimerFunds September 2008 - June 2011
Janus Capital Group February 2007 - September 2008
Great-West Healthcare July 2006 - February 2007
StorePerform Technologies January 2005 - June 2006
Xcel Energy Markets August 2003 - January 2005
EchoStar Communications Corp. May 2003 - July 2003
Janus Capital Corp. March 2001 - May 2003
Skills
ETL, Informatica, Data Warehousing, Oracle, Unix, Enterprise Architecture, SQL, Linux, Business Intelligence, Integration, Team Leadership, Scrum, Business Analysis, Performance Tuning, Requirements Analysis, Data Migration, Data Modeling, Architecture, Technical Documentation, Data Warehouse..., Databases, SDLC, Master Data Management, Agile Project Management, DB2, Python, Data Integration, Data Quality, Cognos, Java, PostgreSQL, MySQL, Confluence, PL/SQL, Microsoft SQL Server, Database Administration, RedHat, Database Design, Atlassian JIRA, Atlassian Confluence, LDAP, IT Operations, Process Improvement, Shell Scripting
Education
Northeastern University 1992 — 1995
J.D., Law
Cornell University 1985 — 1989
B.S., Engineering Physics
Lauren Harsley Lauren Harsley's OppenheimerFunds Experience May 2012 - August 2012
Job Graphic Designer at TheStreet.com for The Daily Deal Digital Publication on Wall Street, owner of Head Kandi
Industry Graphic Design
Experience
TheStreet June 2013 - Present
Gap Inc./Gap October 2008 - October 2012
OppenheimerFunds May 2012 - August 2012
MTV Networks / Logo September 2009 - December 2009
Skills
Graphic Design, Magazine Cover Design, InDesign, Photoshop, Logo Design, Illustrator, page layout, Layout, Banner Design, Digital Marketing, photo retouching, Web Design, Dreamweaver, Image Manipulation, Microsoft Word, Digital Illustration, Branding & Identity, Business Cards, poster design, K4
Education
Montclair State University 2010 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
County College of Morris 2008 — 2010
Associate of Arts and Sciences (AAS), Graphic Design
TheStreet June 2013 - Present
Gap Inc./Gap October 2008 - October 2012
OppenheimerFunds May 2012 - August 2012
MTV Networks / Logo September 2009 - December 2009
Skills
Graphic Design, Magazine Cover Design, InDesign, Photoshop, Logo Design, Illustrator, page layout, Layout, Banner Design, Digital Marketing, photo retouching, Web Design, Dreamweaver, Image Manipulation, Microsoft Word, Digital Illustration, Branding & Identity, Business Cards, poster design, K4
Education
Montclair State University 2010 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
County College of Morris 2008 — 2010
Associate of Arts and Sciences (AAS), Graphic Design
Berta Alicia Bustamante Berta Alicia Bustamante's OppenheimerFunds Experience 2001 - October 2014
Job Creative Lead, Copy at HNW
Industry Marketing and Advertising
Experience
HNW December 2014 - Present
PricewaterhouseCoopers November 2014 - December 2014
OppenheimerFunds 2001 - October 2014
Asset International 2000 - 2001
Wechsler Ross & Partners 1998 - 2000
Sanford C. Bernstein 1997 - 1998
Callaghan Associates 1993 - 1997
Skills
Thought Leadership, Technical Writing, Copywriting, Marketing Communications, Mutual Funds, Financial Services, Retirement, Integrated Marketing, Capital Markets, Marketing Strategy, Digital Marketing, Strategy, Social Media Marketing, Digital Strategy, Advertising, Marketing, Management, Corporate Communications, Brand Development, Creative Direction, SEO, Social Media, Relationship Marketing, Online Marketing, Content Strategy, Content Development, Asset Management, Leadership, Writing, Strategic Planning, Email Marketing, Editorial, Editing, Creative Writing
Education
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, American History (United States)
HNW December 2014 - Present
PricewaterhouseCoopers November 2014 - December 2014
OppenheimerFunds 2001 - October 2014
Asset International 2000 - 2001
Wechsler Ross & Partners 1998 - 2000
Sanford C. Bernstein 1997 - 1998
Callaghan Associates 1993 - 1997
Skills
Thought Leadership, Technical Writing, Copywriting, Marketing Communications, Mutual Funds, Financial Services, Retirement, Integrated Marketing, Capital Markets, Marketing Strategy, Digital Marketing, Strategy, Social Media Marketing, Digital Strategy, Advertising, Marketing, Management, Corporate Communications, Brand Development, Creative Direction, SEO, Social Media, Relationship Marketing, Online Marketing, Content Strategy, Content Development, Asset Management, Leadership, Writing, Strategic Planning, Email Marketing, Editorial, Editing, Creative Writing
Education
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, American History (United States)
Renee Guy Renee Guy's OppenheimerFunds Experience September 1996 - Present
Job Intermediary Operations Supervisor at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 1996 - Present
Skills
Leadership, Business Relationship..., Business Strategy, Financial Services, Team Leadership, 401k, Business Analysis, Equities, Investments, Mutual Funds, Process Improvement, Relationship Management, Retirement, Series 6, Series 7, Vendor Management
Education
Colorado State University-Global Campus
Bachelor's degree, Organizational Leadership
Grand Junction High School
OppenheimerFunds September 1996 - Present
Skills
Leadership, Business Relationship..., Business Strategy, Financial Services, Team Leadership, 401k, Business Analysis, Equities, Investments, Mutual Funds, Process Improvement, Relationship Management, Retirement, Series 6, Series 7, Vendor Management
Education
Colorado State University-Global Campus
Bachelor's degree, Organizational Leadership
Grand Junction High School
Angi Egan Angi Egan's OppenheimerFunds Experience October 1995 - May 1999
Job Inside Sales Manager at HMH Education Services
Industry Education Management
Experience
Houghton Mifflin Harcourt November 2012 - Present
School Specialty, Inc. March 2010 - December 2011
Kendall Hunt Publishing Company September 2005 - February 2010
Jones International University January 2003 - August 2005
ASAP Software January 2001 - August 2002
TOSHIBA AMERICA BUSINESS SOLUTIONS June 1999 - December 2000
OppenheimerFunds October 1995 - May 1999
Skills
Staff Development, E-Learning, Sales Presentations, Educational Technology, K-12, Training, Strategic Planning, Leadership Development, Adult Education, Educational Leadership, Classroom
Education
Jones International University
Master of Arts, Business Communication
Cornell College 1991 — 1995
Bachelor of Arts, Economics & Business, Sociology
Houghton Mifflin Harcourt November 2012 - Present
School Specialty, Inc. March 2010 - December 2011
Kendall Hunt Publishing Company September 2005 - February 2010
Jones International University January 2003 - August 2005
ASAP Software January 2001 - August 2002
TOSHIBA AMERICA BUSINESS SOLUTIONS June 1999 - December 2000
OppenheimerFunds October 1995 - May 1999
Skills
Staff Development, E-Learning, Sales Presentations, Educational Technology, K-12, Training, Strategic Planning, Leadership Development, Adult Education, Educational Leadership, Classroom
Education
Jones International University
Master of Arts, Business Communication
Cornell College 1991 — 1995
Bachelor of Arts, Economics & Business, Sociology
Felicia Ransom's OppenheimerFunds Experience July 2012 - February 2013
Job PE Information & Confirmations Coordinator at EKS&H
Industry Writing and Editing
Experience
EKS&H May 2015 - Present
Supreme Documentation April 2009 - Present
EKS&H May 2013 - April 2015
OppenheimerFunds July 2012 - February 2013
DaVita March 2012 - July 2012
National Jewish Health January 2009 - July 2011
Software Engineering, Inc. April 2006 - October 2007
Jeppesen August 2003 - April 2006
Jeppesen July 2001 - August 2003
Skills
Editing, Writing, Documentation, Newsletters, Books, Publishing, Proofreading, Creative Writing, Technical Writing, Copy Editing, Blogging, Software Documentation, Media Relations, Strategic Communications, Journalism, Social Media, Copywriting, Nonprofits, Speech Writing, Magazines, Public Relations, Community Outreach, Training, Research, Editorial, Public Speaking, PowerPoint, Brochures, Freelance Writing, Web Content, Corporate Communications, Publications, Content Development, Social Networking, Social Media Marketing, Content Management, Interviews, Press Releases, Marketing Communications, Internal Communications, SEO, Publicity, Facebook, Feature Articles, Email Marketing, Event Planning, Advertising, Fundraising, Event Management, Storytelling
Education
Metropolitan State University of Denver 1996 — 1998
BA, English
Community College of Aurora 1993 — 1995
AA, AA / General Studies
EKS&H May 2015 - Present
Supreme Documentation April 2009 - Present
EKS&H May 2013 - April 2015
OppenheimerFunds July 2012 - February 2013
DaVita March 2012 - July 2012
National Jewish Health January 2009 - July 2011
Software Engineering, Inc. April 2006 - October 2007
Jeppesen August 2003 - April 2006
Jeppesen July 2001 - August 2003
Skills
Editing, Writing, Documentation, Newsletters, Books, Publishing, Proofreading, Creative Writing, Technical Writing, Copy Editing, Blogging, Software Documentation, Media Relations, Strategic Communications, Journalism, Social Media, Copywriting, Nonprofits, Speech Writing, Magazines, Public Relations, Community Outreach, Training, Research, Editorial, Public Speaking, PowerPoint, Brochures, Freelance Writing, Web Content, Corporate Communications, Publications, Content Development, Social Networking, Social Media Marketing, Content Management, Interviews, Press Releases, Marketing Communications, Internal Communications, SEO, Publicity, Facebook, Feature Articles, Email Marketing, Event Planning, Advertising, Fundraising, Event Management, Storytelling
Education
Metropolitan State University of Denver 1996 — 1998
BA, English
Community College of Aurora 1993 — 1995
AA, AA / General Studies
Darrell Harrison, PMP® Darrell Harrison, PMP®'s OppenheimerFunds Experience September 2008 - May 2014
Job Director of Program Management Office at TwentyEighty
Industry Education Management
Experience
TwentyEighty May 2014 - Present
OppenheimerFunds September 2008 - May 2014
TIAA-CREF December 2005 - August 2008
IBM February 2004 - December 2005
TIAA-CREF June 1995 - January 2004
Skills
Change Management, Program Management, Retirement Services, Project Portfolio..., Clarity, Open Workbench, Agile Project Management, Waterfall, SDLC, Telecommunications, Financial Services, Project Management, Business Analysis, Visio, Strategy, Leadership, Business Requirements, Vendor Management, IT Management, Management, Enterprise Architecture, Retirement, MS Project, Agile Methodologies, Business Process..., Requirements Gathering, PMP, Process Improvement, Team Leadership, Disaster Recovery, Business Intelligence, Requirements Analysis, PMO, IT Strategy, Business Process, Software Project..., SharePoint, Project Delivery, Portfolio Management, Data Warehousing, Integration, Risk Management, ITIL, CRM, IT Service Management, Governance, Resource Management, Microsoft Project
Education
Community College of the Air Force 1982 — 1986
Oakwood College 1980 — 1982
Mt Vernon Academy
TwentyEighty May 2014 - Present
OppenheimerFunds September 2008 - May 2014
TIAA-CREF December 2005 - August 2008
IBM February 2004 - December 2005
TIAA-CREF June 1995 - January 2004
Skills
Change Management, Program Management, Retirement Services, Project Portfolio..., Clarity, Open Workbench, Agile Project Management, Waterfall, SDLC, Telecommunications, Financial Services, Project Management, Business Analysis, Visio, Strategy, Leadership, Business Requirements, Vendor Management, IT Management, Management, Enterprise Architecture, Retirement, MS Project, Agile Methodologies, Business Process..., Requirements Gathering, PMP, Process Improvement, Team Leadership, Disaster Recovery, Business Intelligence, Requirements Analysis, PMO, IT Strategy, Business Process, Software Project..., SharePoint, Project Delivery, Portfolio Management, Data Warehousing, Integration, Risk Management, ITIL, CRM, IT Service Management, Governance, Resource Management, Microsoft Project
Education
Community College of the Air Force 1982 — 1986
Oakwood College 1980 — 1982
Mt Vernon Academy
Sean Marrin Sean Marrin's OppenheimerFunds Experience October 1992 - October 1993
Job Regional Director, Investment Advisor Division at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2013 - Present
LPL Financial October 2011 - May 2013
Schwab Institutional January 2004 - September 2011
Schwab Institutional December 1998 - January 2004
Charles Schwab & Co., October 1993 - December 1998
OppenheimerFunds October 1992 - October 1993
Skills
Series 7, Series 63, Series 8, Series 65, Miller Heiman
Education
University of Colorado Denver 1996 — 1998
Master of Science, Finance
Colorado State University 1987 — 1991
Bachelor of Science, Business Administration
Raymond James Financial Inc. May 2013 - Present
LPL Financial October 2011 - May 2013
Schwab Institutional January 2004 - September 2011
Schwab Institutional December 1998 - January 2004
Charles Schwab & Co., October 1993 - December 1998
OppenheimerFunds October 1992 - October 1993
Skills
Series 7, Series 63, Series 8, Series 65, Miller Heiman
Education
University of Colorado Denver 1996 — 1998
Master of Science, Finance
Colorado State University 1987 — 1991
Bachelor of Science, Business Administration
Priscilla K. Yen's OppenheimerFunds Experience 2007 - 2007
Job Doctoral Candidate, UCLA Biostatistics
Industry Research
Experience
UCLA AIDS Institute and Center for AIDS Research November 2013 - Present
Amgen June 2014 - September 2014
UCSF Medical Center March 2012 - August 2014
UCLA September 2013 - June 2014
Amgen June 2013 - August 2013
Kazaana October 2011 - December 2012
Moody's Analytics June 2008 - October 2011
Attorney General's Office of New York September 2007 - May 2008
OppenheimerFunds 2007 - 2007
Skills
Stata, SAS, R, Analytics, Data Analysis, Data Mining, Bloomberg, Statistics, SQL, Microsoft Office, Social Media Marketing, Quantitative Analytics, Time Series Analysis, Statistical Modeling, Market Research, Access, Biostatistics, SAS programming, Databases, Research
Education
University of California, Los Angeles 2014 — 2017
Doctor of Philosophy (Ph.D.), Biostatistics
University of California, Los Angeles 2012 — 2014
Master's Degree, Biostatistics
Columbia University in the City of New York 2004 — 2008
Bachelor's Degree, Economics - Statistics
Robert Louis Stevenson High School
UCLA AIDS Institute and Center for AIDS Research November 2013 - Present
Amgen June 2014 - September 2014
UCSF Medical Center March 2012 - August 2014
UCLA September 2013 - June 2014
Amgen June 2013 - August 2013
Kazaana October 2011 - December 2012
Moody's Analytics June 2008 - October 2011
Attorney General's Office of New York September 2007 - May 2008
OppenheimerFunds 2007 - 2007
Skills
Stata, SAS, R, Analytics, Data Analysis, Data Mining, Bloomberg, Statistics, SQL, Microsoft Office, Social Media Marketing, Quantitative Analytics, Time Series Analysis, Statistical Modeling, Market Research, Access, Biostatistics, SAS programming, Databases, Research
Education
University of California, Los Angeles 2014 — 2017
Doctor of Philosophy (Ph.D.), Biostatistics
University of California, Los Angeles 2012 — 2014
Master's Degree, Biostatistics
Columbia University in the City of New York 2004 — 2008
Bachelor's Degree, Economics - Statistics
Robert Louis Stevenson High School
Robert A. Burns, Jr., MBA, PMP Robert A. Burns, Jr., MBA, PMP's OppenheimerFunds Experience January 2013 - May 2013
Job Technical Writer / Business Analyst at Weill Cornell Medical College
Industry Higher Education
Experience
Weill Cornell Medical College October 2013 - Present
Promontory Financial Group, LLC July 2013 - August 2013
OppenheimerFunds January 2013 - May 2013
Forsythe Technology September 2012 - January 2013
BSOD Global Consulting Group December 2008 - October 2012
AllianceBernstein June 2007 - November 2008
XL Capital January 2007 - May 2007
Credit Suisse March 2006 - December 2006
CyberShift, Inc. March 2004 - February 2006
NASDAQ OMX October 2000 - September 2002
Skills
Data Analysis & Modeling, System Design and..., Testing and Defect..., Stakeholder Management, Program Management, Process Improvement, Technical Writing, Project Reporting, Business Analysis, Requirements Management, Requirements Gathering, Requirements Analysis, Requirements..., Project Planning, Change Management, Business Strategy, Project Implementation, Staff Training, MS Project, Visio, Business Continuity, PMP Training Coordinator, Risk Management, Business Development, Analysis, Data Analysis, Disaster Recovery, Management, Management Consulting, PMP, Project Management, Quality Assurance, Requirement..., SDLC, Software Documentation, Start-ups
Education
Queens College 2006 — 2010
MAT, Elementary Education
Columbia University in the City of New York 2002 — 2003
Graduate Certificate, Systems Analysis
Washington University in St. Louis 1978 — 1980
MBA, Finance; Accounting
Lafayette College 1973 — 1977
BA, English
Weill Cornell Medical College October 2013 - Present
Promontory Financial Group, LLC July 2013 - August 2013
OppenheimerFunds January 2013 - May 2013
Forsythe Technology September 2012 - January 2013
BSOD Global Consulting Group December 2008 - October 2012
AllianceBernstein June 2007 - November 2008
XL Capital January 2007 - May 2007
Credit Suisse March 2006 - December 2006
CyberShift, Inc. March 2004 - February 2006
NASDAQ OMX October 2000 - September 2002
Skills
Data Analysis & Modeling, System Design and..., Testing and Defect..., Stakeholder Management, Program Management, Process Improvement, Technical Writing, Project Reporting, Business Analysis, Requirements Management, Requirements Gathering, Requirements Analysis, Requirements..., Project Planning, Change Management, Business Strategy, Project Implementation, Staff Training, MS Project, Visio, Business Continuity, PMP Training Coordinator, Risk Management, Business Development, Analysis, Data Analysis, Disaster Recovery, Management, Management Consulting, PMP, Project Management, Quality Assurance, Requirement..., SDLC, Software Documentation, Start-ups
Education
Queens College 2006 — 2010
MAT, Elementary Education
Columbia University in the City of New York 2002 — 2003
Graduate Certificate, Systems Analysis
Washington University in St. Louis 1978 — 1980
MBA, Finance; Accounting
Lafayette College 1973 — 1977
BA, English
Shad Garver Shad Garver's OppenheimerFunds Experience November 2009 - March 2012
Job Business Professional
Industry Financial Services
Experience
Drumheller Consulting LLC May 2013 - Present
OppenheimerFunds November 2009 - March 2012
OppenheimerFunds July 2007 - November 2009
OppenheimerFunds August 2005 - July 2007
OppenheimerFunds November 2002 - August 2005
Tattered Cover Bookstore August 2000 - November 2002
Towers Perrin July 1998 - June 2000
Merrill Lynch September 1995 - June 1998
Skills
Innovation, Process Improvement, Customer Satisfaction, Research, Change Management, Internal Communications, Business Analysis, Project Coordination, Employee Relations, Conflict Resolution, Problem Solving, Strategic Planning, Quality Assurance, Disaster Recovery, Supervisory Skills, Mutual Funds, Retirement, IRAs, Financial Services, Requirements Gathering, Agile Methodologies, Business Intelligence, Vendor Management, Program Management, Project Management, Risk Management, Visio, Analysis, SharePoint, Scrum, Software Documentation, Business Process..., Call Centers, Team Leadership, Technical Writing, Project Portfolio...
Education
University of Colorado at Denver 1997 — 1999
BA, Psychology
Colorado State University 1993 — 1997
Psychology/Sociology
Englewood High School 1989 — 1993
Drumheller Consulting LLC May 2013 - Present
OppenheimerFunds November 2009 - March 2012
OppenheimerFunds July 2007 - November 2009
OppenheimerFunds August 2005 - July 2007
OppenheimerFunds November 2002 - August 2005
Tattered Cover Bookstore August 2000 - November 2002
Towers Perrin July 1998 - June 2000
Merrill Lynch September 1995 - June 1998
Skills
Innovation, Process Improvement, Customer Satisfaction, Research, Change Management, Internal Communications, Business Analysis, Project Coordination, Employee Relations, Conflict Resolution, Problem Solving, Strategic Planning, Quality Assurance, Disaster Recovery, Supervisory Skills, Mutual Funds, Retirement, IRAs, Financial Services, Requirements Gathering, Agile Methodologies, Business Intelligence, Vendor Management, Program Management, Project Management, Risk Management, Visio, Analysis, SharePoint, Scrum, Software Documentation, Business Process..., Call Centers, Team Leadership, Technical Writing, Project Portfolio...
Education
University of Colorado at Denver 1997 — 1999
BA, Psychology
Colorado State University 1993 — 1997
Psychology/Sociology
Englewood High School 1989 — 1993
Tyson Johnson Tyson Johnson's OppenheimerFunds Experience April 2005 - September 2006
Job Manager, Special Products Solutions at Great West Financial
Industry Financial Services
Experience
Great-West Financial January 2008 - Present
COUNTRY Financial® September 2006 - January 2008
OppenheimerFunds April 2005 - September 2006
Bank of the West June 2001 - February 2005
Skills
Mutual Funds, 401k, Defined Contribution, Fiduciary Services, Financial Services, Retirement, Insurance, Relationship Management, Account Management, Series 7
Education
Colorado State University 2009 — 2012
Master of Business Administration (MBA), Business
North Dakota State University
Bachelor's degree, Secondary Education and Teaching
Great-West Financial January 2008 - Present
COUNTRY Financial® September 2006 - January 2008
OppenheimerFunds April 2005 - September 2006
Bank of the West June 2001 - February 2005
Skills
Mutual Funds, 401k, Defined Contribution, Fiduciary Services, Financial Services, Retirement, Insurance, Relationship Management, Account Management, Series 7
Education
Colorado State University 2009 — 2012
Master of Business Administration (MBA), Business
North Dakota State University
Bachelor's degree, Secondary Education and Teaching
Shane Morris Shane Morris's OppenheimerFunds Experience September 2006 - April 2014
Job National Sales Manager Niemann Capital Management
Industry Financial Services
Experience
Niemann Capital Management May 2014 - Present
OppenheimerFunds September 2006 - April 2014
OppenheimerFunds November 1998 - August 2006
Skills
Fixed Income, Alternative Investments, Mutual Funds, Securities, Bloomberg, Equities, Sales Presentations, Fund Accounting, Retirement Planning
Education
Colorado State University 1993 — 1997
Bachelor of Science, Finance
Niemann Capital Management May 2014 - Present
OppenheimerFunds September 2006 - April 2014
OppenheimerFunds November 1998 - August 2006
Skills
Fixed Income, Alternative Investments, Mutual Funds, Securities, Bloomberg, Equities, Sales Presentations, Fund Accounting, Retirement Planning
Education
Colorado State University 1993 — 1997
Bachelor of Science, Finance
Lauren Venezia Lauren Venezia's OppenheimerFunds Experience August 2005 - Present
Job Assistant Vice President, Performance & Risk Management
Industry Financial Services
Experience
OppenheimerFunds August 2005 - Present
OppenheimerFunds Inc August 2007 - January 2014
OppenheimerFunds, Inc. August 2005 - August 2007
Robert Walters Associates 2004 - 2005
MAR-Hedge / ETF Report October 2002 - December 2003
Skills
Matlab, SQL, Perl, Alternative Investments, Hedge Funds, Equities, Fixed Income, Retirement Plan..., Marketing Strategy, C++, VBA, C#, Cognos, Zephyr, Factset, Barra, Factset SPAR, Performance Attribution, Attribution, Performance Management, Performance Analysis, Risk Management, Risk Analysis, Market Risk, Risk Analytics, Statistics, Operational Risk, Data Modeling, Data Analysis, Investments, Financial Risk, ETFs, Bloomberg, Quantitative Finance, Derivatives, Reporting & Analysis, Executive Reporting, Analysis, Competitive Analysis, Analytics, Market Analysis, Scenario Analysis, Monte Carlo Simulation, Portfolio Optimization, Portfolio Performance..., Enterprise Risk...
Education
Columbia University in the City of New York 2009 — 2012
Master's, Quantitative Methods (QMSS)
New York University 2007 — 2008
MA, Political Economics
Columbia University in the City of New York 2000 — 2004
BA, Political Economics & Spanish/Portuguese
Yale University 1999 — 2000
Microeconomics Program, Advanced Microeconomic Theory
OppenheimerFunds August 2005 - Present
OppenheimerFunds Inc August 2007 - January 2014
OppenheimerFunds, Inc. August 2005 - August 2007
Robert Walters Associates 2004 - 2005
MAR-Hedge / ETF Report October 2002 - December 2003
Skills
Matlab, SQL, Perl, Alternative Investments, Hedge Funds, Equities, Fixed Income, Retirement Plan..., Marketing Strategy, C++, VBA, C#, Cognos, Zephyr, Factset, Barra, Factset SPAR, Performance Attribution, Attribution, Performance Management, Performance Analysis, Risk Management, Risk Analysis, Market Risk, Risk Analytics, Statistics, Operational Risk, Data Modeling, Data Analysis, Investments, Financial Risk, ETFs, Bloomberg, Quantitative Finance, Derivatives, Reporting & Analysis, Executive Reporting, Analysis, Competitive Analysis, Analytics, Market Analysis, Scenario Analysis, Monte Carlo Simulation, Portfolio Optimization, Portfolio Performance..., Enterprise Risk...
Education
Columbia University in the City of New York 2009 — 2012
Master's, Quantitative Methods (QMSS)
New York University 2007 — 2008
MA, Political Economics
Columbia University in the City of New York 2000 — 2004
BA, Political Economics & Spanish/Portuguese
Yale University 1999 — 2000
Microeconomics Program, Advanced Microeconomic Theory
Lori Bostrom's OppenheimerFunds Experience 2004 - February 2015
Job Independent Consultant, Financial Services Legal and Regulatory
Industry Financial Services
Experience
OppenheimerFunds 2004 - February 2015
Prudential Financial November 2002 - November 2004
Guardian Life Insurance February 1996 - October 2002
Shereff Friedman 1993 - 1996
LeBoeuf, Lamb, Greene & MacRae 1990 - 1993
AXA Equitable 1985 - 1987
Skills
Financial Services, FINRA, Corporate Law, Investments, Retirement, Asset Management, ERISA, Mutual Funds, Investment Company Act, Securities Regulation, Corporate Governance, Investment Advisory, Financial Advisory, Due Diligence, Team Mentoring, Team Management, Collaborative Problem..., Talent Acquisition, Securities, Alternative Investments, Leadership, Teamwork
Education
Cornell Law School 1987 — 1990
JD
Skidmore College 1981 — 1984
B.A., Government-History
OppenheimerFunds 2004 - February 2015
Prudential Financial November 2002 - November 2004
Guardian Life Insurance February 1996 - October 2002
Shereff Friedman 1993 - 1996
LeBoeuf, Lamb, Greene & MacRae 1990 - 1993
AXA Equitable 1985 - 1987
Skills
Financial Services, FINRA, Corporate Law, Investments, Retirement, Asset Management, ERISA, Mutual Funds, Investment Company Act, Securities Regulation, Corporate Governance, Investment Advisory, Financial Advisory, Due Diligence, Team Mentoring, Team Management, Collaborative Problem..., Talent Acquisition, Securities, Alternative Investments, Leadership, Teamwork
Education
Cornell Law School 1987 — 1990
JD
Skidmore College 1981 — 1984
B.A., Government-History
Timothy Horsburgh's OppenheimerFunds Experience September 2010 - Present
Job Capital Markets Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2010 - Present
Skills
Financial Analysis
Education
Cornell University 2004 — 2008
B.A., Government and Economics
OppenheimerFunds September 2010 - Present
Skills
Financial Analysis
Education
Cornell University 2004 — 2008
B.A., Government and Economics
Ty Berry Ty Berry's OppenheimerFunds Experience January 1997 - April 2005
Job Relationship Executive at OneAmerica
Industry Financial Services
Experience
OneAmerica April 2005 - Present
OppenheimerFunds January 1997 - April 2005
Skills
Mutual Funds, Retirement, 401k, Series 63, Series 6
Education
Colorado State University 1992 — 1996
Economics
OneAmerica April 2005 - Present
OppenheimerFunds January 1997 - April 2005
Skills
Mutual Funds, Retirement, 401k, Series 63, Series 6
Education
Colorado State University 1992 — 1996
Economics
Ambika Nigam Ambika Nigam's OppenheimerFunds Experience January 2005 - June 2007
Job Senior Business Design Lead
Industry Marketing and Advertising
Experience
IDEO March 2011 - Present
OgilvyOne July 2007 - March 2011
OppenheimerFunds January 2005 - June 2007
Oppenheimer Funds May 2003 - January 2005
Skills
Digital Strategy, Digital Marketing, Strategy, Marketing Strategy, User Experience, Marketing, Brand Architecture, Market Research, Integrated Marketing
Education
Columbia University in the City of New York 2007 — 2009
Master of Science
University of Michigan 1999 — 2003
Bachelors of Arts
IDEO March 2011 - Present
OgilvyOne July 2007 - March 2011
OppenheimerFunds January 2005 - June 2007
Oppenheimer Funds May 2003 - January 2005
Skills
Digital Strategy, Digital Marketing, Strategy, Marketing Strategy, User Experience, Marketing, Brand Architecture, Market Research, Integrated Marketing
Education
Columbia University in the City of New York 2007 — 2009
Master of Science
University of Michigan 1999 — 2003
Bachelors of Arts
Scott Stelzriede Scott Stelzriede's OppenheimerFunds Experience August 1994 - October 2009
Job Administrator at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente July 2014 - Present
Nelnet December 2011 - June 2014
OppenheimerFunds August 1994 - October 2009
Musicland October 1989 - June 1994
Skills
Business Analysis, Leadership, Mutual Funds, Project Management, Data Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Financial Analysis, Software Documentation, Risk Management, Analysis, Quality Assurance, Banking, Access
Education
Metropolitan State College of Denver 2010 — 2012
BS, Chemistry
Community College of Aurora 2000 — 2002
Associates, Science
Kaiser Permanente July 2014 - Present
Nelnet December 2011 - June 2014
OppenheimerFunds August 1994 - October 2009
Musicland October 1989 - June 1994
Skills
Business Analysis, Leadership, Mutual Funds, Project Management, Data Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Financial Analysis, Software Documentation, Risk Management, Analysis, Quality Assurance, Banking, Access
Education
Metropolitan State College of Denver 2010 — 2012
BS, Chemistry
Community College of Aurora 2000 — 2002
Associates, Science
Timothy Paul van Meel, CIA, CIDA Timothy Paul van Meel, CIA, CIDA's OppenheimerFunds Experience December 2005 - September 2010
Job Internal Audit Manager at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
Experis May 2014 - February 2015
CoBank September 2010 - May 2014
OppenheimerFunds December 2005 - September 2010
OppenheimerFunds January 2003 - December 2005
OppenheimerFunds October 2000 - January 2003
Skills
Series 7, Series 6, Internal Audit, Compliance, Risk Assessment, Financial Risk, Financial Services, Auditing, Software Documentation, Investments, Finance, Business Continuity, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, Mutual Funds, Leadership, Financial Analysis, SEC filings, Risk Management, Financial Reporting, Training, Enterprise Risk..., Banking, Accounting, US GAAP, Due Diligence, SEC Filings
Education
Colorado State University 2011 — 2014
MS, Business Management: Emphasis in Finance
Metropolitan State University of Denver 1996 — 2000
BA
Colorado State University 1995 — 1996
AIG March 2015 - Present
Experis May 2014 - February 2015
CoBank September 2010 - May 2014
OppenheimerFunds December 2005 - September 2010
OppenheimerFunds January 2003 - December 2005
OppenheimerFunds October 2000 - January 2003
Skills
Series 7, Series 6, Internal Audit, Compliance, Risk Assessment, Financial Risk, Financial Services, Auditing, Software Documentation, Investments, Finance, Business Continuity, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, Mutual Funds, Leadership, Financial Analysis, SEC filings, Risk Management, Financial Reporting, Training, Enterprise Risk..., Banking, Accounting, US GAAP, Due Diligence, SEC Filings
Education
Colorado State University 2011 — 2014
MS, Business Management: Emphasis in Finance
Metropolitan State University of Denver 1996 — 2000
BA
Colorado State University 1995 — 1996
Richard Royce Richard Royce's OppenheimerFunds Experience 2007 - 2010
Job Partner at Convector Capital Management
Industry Investment Management
Experience
Convector Capital Management, LLC 2012 - Present
G-2 Trading 2010 - 2012
OppenheimerFunds 2007 - 2010
JPMorgan Asset Management 1998 - 2007
Mark Asset Management 1997 - 1998
Skills
Real Estate, Bloomberg, Portfolio Management, Hedge Funds, Equities, Mutual Funds, Asset Management, Investments, Alternative Investments, Equity Research, Valuation, Investment Strategies, Financial Modeling
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Georgetown University
BSFS, International Relations
Convector Capital Management, LLC 2012 - Present
G-2 Trading 2010 - 2012
OppenheimerFunds 2007 - 2010
JPMorgan Asset Management 1998 - 2007
Mark Asset Management 1997 - 1998
Skills
Real Estate, Bloomberg, Portfolio Management, Hedge Funds, Equities, Mutual Funds, Asset Management, Investments, Alternative Investments, Equity Research, Valuation, Investment Strategies, Financial Modeling
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Georgetown University
BSFS, International Relations
Patrick Hurley Patrick Hurley's OppenheimerFunds Experience August 2014 - Present
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
OppenheimerFunds March 2012 - August 2014
OppenheimerFunds May 2010 - March 2012
OppenheimerFunds October 2007 - May 2010
OppenheimerFunds August 2006 - October 2007
AIM Investments 2003 - 2006
Skills
Call Center, Financial Services, Mutual Funds, FINRA, Relationship Management, Series 6, 529 Plans, Retirement Planning, Series 63, 401k, Securities, Life Insurance, Customer Experience, Series 51, Aspect ACD, Salesforce.com, Employee Engagement
Education
Colorado State University-Global Campus
Bachelor's Degree, Organizational Leadership
OppenheimerFunds August 2014 - Present
OppenheimerFunds March 2012 - August 2014
OppenheimerFunds May 2010 - March 2012
OppenheimerFunds October 2007 - May 2010
OppenheimerFunds August 2006 - October 2007
AIM Investments 2003 - 2006
Skills
Call Center, Financial Services, Mutual Funds, FINRA, Relationship Management, Series 6, 529 Plans, Retirement Planning, Series 63, 401k, Securities, Life Insurance, Customer Experience, Series 51, Aspect ACD, Salesforce.com, Employee Engagement
Education
Colorado State University-Global Campus
Bachelor's Degree, Organizational Leadership
Tara Carbonneau's OppenheimerFunds Experience June 2013 - Present
Job Director, Consultant Relations at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2013 - Present
Putnam Investments September 2007 - June 2013
Putnam Investments August 2006 - September 2007
Putnam Investments August 2004 - August 2006
Putnam Investments April 2003 - August 2004
Spectrum Equity Investors May 1999 - May 2003
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Services, Consultants, Relationship Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Business Administration (MBA)
Hofstra University 1995 — 1999
BBA, Management
OppenheimerFunds June 2013 - Present
Putnam Investments September 2007 - June 2013
Putnam Investments August 2006 - September 2007
Putnam Investments August 2004 - August 2006
Putnam Investments April 2003 - August 2004
Spectrum Equity Investors May 1999 - May 2003
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Services, Consultants, Relationship Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Business Administration (MBA)
Hofstra University 1995 — 1999
BBA, Management
Christine Mielke Christine Mielke's OppenheimerFunds Experience November 2008 - Present
Job Specialized Service Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2008 - Present
T-Mobile October 2001 - August 2008
Cheap Tickets 1999 - 2001
BTI Americas 1995 - 1998
Skills
Call Centers, Workforce Management, Customer Service, Supervisory Experience, Relationship Management, Process Improvement, Mentoring New Hires, Experienced Trainer, Mentoring Of Staff, Risk Assessment, Fraud Detection, Mutual Funds, Series 6, Investments, College Savings Plans, Leisure Travel, Travel Agency, Billing Process, Technical Support, Constructive Feedback, Series 63, Data Entry, Peer Mentoring, Financial Services, Business Analysis, Coaching, Policy Analysis, Processing, Corporate Travel, Curriculum Development, Flexible to Change, High Level Of Accuracy, Training, Telecommunications, Customer Satisfaction, Inbound Marketing, Vendor Management
Education
Colorado Technical University-Online 2008 — 2010
Master of Business Administration (MBA), Accounting, 4.0
Colorado Technical University-Online 2006 — 2008
Bachelor of Science in Business Administration, Finance, General, 3.53
Woodland Park High School
OppenheimerFunds November 2008 - Present
T-Mobile October 2001 - August 2008
Cheap Tickets 1999 - 2001
BTI Americas 1995 - 1998
Skills
Call Centers, Workforce Management, Customer Service, Supervisory Experience, Relationship Management, Process Improvement, Mentoring New Hires, Experienced Trainer, Mentoring Of Staff, Risk Assessment, Fraud Detection, Mutual Funds, Series 6, Investments, College Savings Plans, Leisure Travel, Travel Agency, Billing Process, Technical Support, Constructive Feedback, Series 63, Data Entry, Peer Mentoring, Financial Services, Business Analysis, Coaching, Policy Analysis, Processing, Corporate Travel, Curriculum Development, Flexible to Change, High Level Of Accuracy, Training, Telecommunications, Customer Satisfaction, Inbound Marketing, Vendor Management
Education
Colorado Technical University-Online 2008 — 2010
Master of Business Administration (MBA), Accounting, 4.0
Colorado Technical University-Online 2006 — 2008
Bachelor of Science in Business Administration, Finance, General, 3.53
Woodland Park High School
Katherine P. Feld Katherine P. Feld's OppenheimerFunds Experience November 1984 - February 2004
Job Special Counsel, National Exam Program, U.S. Securities and Exchange Commission
Industry Investment Management
Experience
U.S. Securities and Exchange Commission October 2014 - Present
U.S. Securities and Exchange Commission May 2013 - October 2014
Prudential Financial, Inc. May 2005 - April 2013
Alger Management, Inc. February 2004 - April 2005
OppenheimerFunds November 1984 - February 2004
Brown & Wood LLP (now Sidley Austin LLP) August 1983 - November 1984
Skills
Securities, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Trading, Broker-Dealer, Business Strategy, Hedge Funds, Securities Regulation, Corporate Governance, Asset Managment, Financial Services, Mergers, Risk Management, Derivatives, Mergers & Acquisitions, Asset Management, FINRA, Investment Management
Education
Cornell Law School 1980 — 1983
JD
Cornell University - S.C. Johnson Graduate School of Management 1979 — 1982
MBA
University of Virginia 1976 — 1979
BA, Economics
U.S. Securities and Exchange Commission October 2014 - Present
U.S. Securities and Exchange Commission May 2013 - October 2014
Prudential Financial, Inc. May 2005 - April 2013
Alger Management, Inc. February 2004 - April 2005
OppenheimerFunds November 1984 - February 2004
Brown & Wood LLP (now Sidley Austin LLP) August 1983 - November 1984
Skills
Securities, Mutual Funds, Investments, Portfolio Management, Investment Advisory, Trading, Broker-Dealer, Business Strategy, Hedge Funds, Securities Regulation, Corporate Governance, Asset Managment, Financial Services, Mergers, Risk Management, Derivatives, Mergers & Acquisitions, Asset Management, FINRA, Investment Management
Education
Cornell Law School 1980 — 1983
JD
Cornell University - S.C. Johnson Graduate School of Management 1979 — 1982
MBA
University of Virginia 1976 — 1979
BA, Economics
Peggy Sparacino Peggy Sparacino's OppenheimerFunds Experience February 2010 - August 2011
Job Contract and Policy Analyst at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente March 2015 - Present
Colorado Department of Health Care Policy and Financing April 2013 - March 2015
Arapahoe/Douglas Works! June 2012 - March 2013
Tax Help Colorado February 2012 - April 2012
OppenheimerFunds February 2010 - August 2011
OppenheimerFunds February 2003 - February 2010
OppenheimerFunds February 1997 - February 2003
Skills
Regulatory Filings, Project Management, Interpersonal Skill, Dedicated Attention to..., Organization, Board / Executive..., Keen Interpersonal and..., Corporate Training, Microsoft Office, Legal and Regulatory..., Management, Strong Customer Service..., Sound Organizational..., Proven Training..., Call center management..., Examination Preparation..., Training, Call Center, Call Centers, Coaching, Data Analysis, Time Management, Auditing, Policy, Leadership, Analysis, Software Documentation, Performance Management, Risk Management, Leadership Development, Program Management, Change Management, Team Building, Employee Relations
Education
Regis University 2011 — 2013
Bachelor of Science (B.S.), Public Administration, 4.0 summa cum laude
Community College of Aurora 2005 — 2011
Associate of Arts (A.A.), Business
Kaiser Permanente March 2015 - Present
Colorado Department of Health Care Policy and Financing April 2013 - March 2015
Arapahoe/Douglas Works! June 2012 - March 2013
Tax Help Colorado February 2012 - April 2012
OppenheimerFunds February 2010 - August 2011
OppenheimerFunds February 2003 - February 2010
OppenheimerFunds February 1997 - February 2003
Skills
Regulatory Filings, Project Management, Interpersonal Skill, Dedicated Attention to..., Organization, Board / Executive..., Keen Interpersonal and..., Corporate Training, Microsoft Office, Legal and Regulatory..., Management, Strong Customer Service..., Sound Organizational..., Proven Training..., Call center management..., Examination Preparation..., Training, Call Center, Call Centers, Coaching, Data Analysis, Time Management, Auditing, Policy, Leadership, Analysis, Software Documentation, Performance Management, Risk Management, Leadership Development, Program Management, Change Management, Team Building, Employee Relations
Education
Regis University 2011 — 2013
Bachelor of Science (B.S.), Public Administration, 4.0 summa cum laude
Community College of Aurora 2005 — 2011
Associate of Arts (A.A.), Business
Michel Vezina's OppenheimerFunds Experience January 2005 - September 2010
Job Portfolio Accountant Global Institutional Operations at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group January 2013 - Present
Janus Capital Group October 2012 - December 2012
BBH & Co. September 2010 - October 2012
OppenheimerFunds January 2005 - September 2010
OppenheimerFunds January 2005 - September 2010
Skills
Fund Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Mutual Funds, Corporate Actions, Foreign Currency..., securities valuation, Valuation, Fixed Income, Equities, Asset Management, Bloomberg, Portfolio Management, Account Reconciliation, Hedge Funds, Alternative Investments, Trading, Investments, Securities, Asset Allocation, Series 7, Financial Modeling, Cash Management, Financial Statements, Finance, Wealth Management, Investment Strategies, Financial Services
Education
Colorado State University-Global Campus 2015 — 2017
Master's degree, Finance
University of Northern Colorado 2000 — 2004
Bachelor's degree, Business Administration
Iver C. Ranum High School 1995 — 1999
Dimploma
Colorado State University-Global Campus
Janus Capital Group January 2013 - Present
Janus Capital Group October 2012 - December 2012
BBH & Co. September 2010 - October 2012
OppenheimerFunds January 2005 - September 2010
OppenheimerFunds January 2005 - September 2010
Skills
Fund Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Mutual Funds, Corporate Actions, Foreign Currency..., securities valuation, Valuation, Fixed Income, Equities, Asset Management, Bloomberg, Portfolio Management, Account Reconciliation, Hedge Funds, Alternative Investments, Trading, Investments, Securities, Asset Allocation, Series 7, Financial Modeling, Cash Management, Financial Statements, Finance, Wealth Management, Investment Strategies, Financial Services
Education
Colorado State University-Global Campus 2015 — 2017
Master's degree, Finance
University of Northern Colorado 2000 — 2004
Bachelor's degree, Business Administration
Iver C. Ranum High School 1995 — 1999
Dimploma
Colorado State University-Global Campus
John Huttlin John Huttlin's OppenheimerFunds Experience 1999 - 2002
Job Global Head of Content Strategy at J.P. Morgan Investment Management
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
Dun (Calvin) JIA's OppenheimerFunds Experience June 2010 - August 2010
Job PhD Candidate in Economics
Industry Research
Experience
eBay Inc October 2014 - Present
University of Maryland June 2011 - Present
The World Bank May 2013 - August 2013
The Nielsen Company March 2011 - June 2011
OppenheimerFunds June 2010 - August 2010
Columbia Business School January 2010 - May 2010
Citi (China) August 2008 - March 2009
Skills
Research, Fixed Income, Statistics, Stata, Economics, Quantitative Analytics, Econometrics, Time Series Analysis, SAS, Financial Modeling, Statistical Modeling, Matlab
Education
University of Maryland College Park 2011 — 2016
Ph.D., Economics
Dynare Summer School 2014 2014 — 2014
Certificate
Columbia University in the City of New York 2009 — 2011
Master, QMSS/Statistics
Peking University 2005 — 2009
Dual Bachelor, Economics/English
eBay Inc October 2014 - Present
University of Maryland June 2011 - Present
The World Bank May 2013 - August 2013
The Nielsen Company March 2011 - June 2011
OppenheimerFunds June 2010 - August 2010
Columbia Business School January 2010 - May 2010
Citi (China) August 2008 - March 2009
Skills
Research, Fixed Income, Statistics, Stata, Economics, Quantitative Analytics, Econometrics, Time Series Analysis, SAS, Financial Modeling, Statistical Modeling, Matlab
Education
University of Maryland College Park 2011 — 2016
Ph.D., Economics
Dynare Summer School 2014 2014 — 2014
Certificate
Columbia University in the City of New York 2009 — 2011
Master, QMSS/Statistics
Peking University 2005 — 2009
Dual Bachelor, Economics/English
Lori Booth Lori Booth's OppenheimerFunds Experience 1996 - 1997
Job Technical Writer at LexisNexis
Industry Information Technology and Services
Experience
AdventureWomen, Inc. August 2006 - May 2011
Information Design, Inc 1999 - 2006
IGT 2000 - 2001
Evolving Systems 1998 - 2000
Evolving Systems 1997 - 1998
OppenheimerFunds 1996 - 1997
CIGNA Insurance 1984 - 1996
Skills
Adobe FrameMaker for..., Adobe Acrobat,..., Microsoft Office Suite,..., ViewletBuilder, Quark Express, Paint Shop Pro, Photoshop, HTML, Basic, FORTRAN,..., Microsoft Access and..., Technical Documentation, QuarkXPress, Databases, Adobe Acrobat, Technical Writing, Access, Budgets, Quality Assurance, Microsoft Excel, Windows, Oracle, FrameMaker, Training, PaintShop Pro, Software Documentation, Manuals, Testing, Editing, Leadership, Requirements Analysis, Visio
Education
Colorado State University-Pueblo
BS, Management Information Systems
Mountain States Employer’s Council
Professional development in team building, conflict management, and negotiation skills
AdventureWomen, Inc. August 2006 - May 2011
Information Design, Inc 1999 - 2006
IGT 2000 - 2001
Evolving Systems 1998 - 2000
Evolving Systems 1997 - 1998
OppenheimerFunds 1996 - 1997
CIGNA Insurance 1984 - 1996
Skills
Adobe FrameMaker for..., Adobe Acrobat,..., Microsoft Office Suite,..., ViewletBuilder, Quark Express, Paint Shop Pro, Photoshop, HTML, Basic, FORTRAN,..., Microsoft Access and..., Technical Documentation, QuarkXPress, Databases, Adobe Acrobat, Technical Writing, Access, Budgets, Quality Assurance, Microsoft Excel, Windows, Oracle, FrameMaker, Training, PaintShop Pro, Software Documentation, Manuals, Testing, Editing, Leadership, Requirements Analysis, Visio
Education
Colorado State University-Pueblo
BS, Management Information Systems
Mountain States Employer’s Council
Professional development in team building, conflict management, and negotiation skills
William Hortz William Hortz's OppenheimerFunds Experience January 2000 - February 2009
Job Founder/Dean Institute for Innovation Development
Industry Management Consulting
Experience
Institute for Innovation Development March 2013 - Present
Strategic Account Management Solutions, Inc. April 2009 - Present
OppenheimerFunds January 2000 - February 2009
Countrywide Investments March 1998 - October 1999
Peregrine Asset Management (USA) September 1996 - February 1998
Neuberger&Berman Management July 1991 - August 1996
Templeton Funds Distributor February 1989 - July 1991
National Securities 1986 - 1989
Skills
Business Development, Innovation Development, Business Strategy, Strategic Partnerships, Business Planning, Management Consulting, Consulting, Account Management, Strategic Consulting, Strategic Thinking, Business Relationship..., Staff Development, Value-Added..., Professional Development, Financial Services, Strategy, Relationship Management, Relationship Development, Change Management, Training, Leadership, CRM, Marketing Strategy, Mergers & Acquisitions, Strategic Planning, Management, Executive Management, Sales Management, Investments, Program Management, Marketing, Entrepreneurship, B2B, Negotiation, Start-ups
Education
Columbia University - Columbia Business School 2008 — 2008
GCP 2008, Global Account Management
Columbia University in the City of New York 1976 — 1980
BS, Psychology
Coursera
Institute for Innovation Development March 2013 - Present
Strategic Account Management Solutions, Inc. April 2009 - Present
OppenheimerFunds January 2000 - February 2009
Countrywide Investments March 1998 - October 1999
Peregrine Asset Management (USA) September 1996 - February 1998
Neuberger&Berman Management July 1991 - August 1996
Templeton Funds Distributor February 1989 - July 1991
National Securities 1986 - 1989
Skills
Business Development, Innovation Development, Business Strategy, Strategic Partnerships, Business Planning, Management Consulting, Consulting, Account Management, Strategic Consulting, Strategic Thinking, Business Relationship..., Staff Development, Value-Added..., Professional Development, Financial Services, Strategy, Relationship Management, Relationship Development, Change Management, Training, Leadership, CRM, Marketing Strategy, Mergers & Acquisitions, Strategic Planning, Management, Executive Management, Sales Management, Investments, Program Management, Marketing, Entrepreneurship, B2B, Negotiation, Start-ups
Education
Columbia University - Columbia Business School 2008 — 2008
GCP 2008, Global Account Management
Columbia University in the City of New York 1976 — 1980
BS, Psychology
Coursera
Arthur Steinmetz Arthur Steinmetz's OppenheimerFunds Experience July 2014 - Present
Job Chairman, CEO and President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2014 - Present
OppenheimerFunds December 2013 - June 2014
OppenheimerFunds January 2009 - June 2014
OppenheimerFunds January 1986 - January 2009
Paine Webber June 1983 - December 1985
United States Air Force Security Forces 1981 - 1981
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Derivatives, Investments, Asset Allocation, Mutual Funds, Risk Management, Emerging Markets, Options, Management, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Bonds, Private Equity, Financial Markets, Financial Modeling, Wealth Management, Asset Managment, Philanthropy
Education
Columbia University - Columbia Business School 1980 — 1983
MBA, Finance
Denison University 1976 — 1980
BA, Russian Language
OppenheimerFunds July 2014 - Present
OppenheimerFunds December 2013 - June 2014
OppenheimerFunds January 2009 - June 2014
OppenheimerFunds January 1986 - January 2009
Paine Webber June 1983 - December 1985
United States Air Force Security Forces 1981 - 1981
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Derivatives, Investments, Asset Allocation, Mutual Funds, Risk Management, Emerging Markets, Options, Management, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Bonds, Private Equity, Financial Markets, Financial Modeling, Wealth Management, Asset Managment, Philanthropy
Education
Columbia University - Columbia Business School 1980 — 1983
MBA, Finance
Denison University 1976 — 1980
BA, Russian Language
Erin Gluck Erin Gluck's OppenheimerFunds Experience June 2015 - August 2015
Job Student at Swarthmore College
Industry
Experience
OppenheimerFunds June 2015 - August 2015
KKR July 2013 - August 2013
Eyewear Designs LTD June 2013 - July 2013
Education
Swarthmore College 2012 — 2016
Mathematics and Computer Science
Columbia University in the City of New York
Friends Academy 2008 — 2012
OppenheimerFunds June 2015 - August 2015
KKR July 2013 - August 2013
Eyewear Designs LTD June 2013 - July 2013
Education
Swarthmore College 2012 — 2016
Mathematics and Computer Science
Columbia University in the City of New York
Friends Academy 2008 — 2012
Peter F. Gerace Peter F. Gerace's OppenheimerFunds Experience January 2001 - January 2003
Job Professional Healthcare Representative at Pfizer
Industry Pharmaceuticals
Experience
Pfizer April 2015 - Present
Fifth Third Bank July 2013 - February 2014
Citibank, N.A. November 2008 - November 2012
CITIBANK, N.A. January 2005 - November 2008
JPMorgan Chase January 2004 - January 2005
ALLSTATE INSURANCE COMPANY January 2003 - January 2004
OppenheimerFunds January 2001 - January 2003
Skills
Sales Management, Business Development, CRM, Sales, Management, Leadership, Operations Management, Loans, Sales Operations, Account Management, Customer Retention, Finance, Cold Calling, Customer Service, Relationship Management, Banking, Innovative Marketing, Strategic Marketing, Tactical Marketing, Sales Revenue Growth, Profit Expansion, Strategic Planning, Team Leadership, Motivation, Market Analysis, Market Penetration, Fostering Stakeholder..., Staff Training, Staff Coaching, Territory Management, Written Communication, Verbal Communication, Interpersonal..., Problem Solving, Strategic Alliances, Needs Assessment, Brand Development, Consultative Selling, Product Education, Consumer Lending, Team Management, Series 6, Lines Of Credit, Retail Banking, Commercial Lending, Cross Selling, Branch Management, Marketing, Mutual Funds, Credit
Education
Concordia College
Bachelor of Science, Business Administration
Concordia College-Bronxville, New York
Bachelor of Science (BS), Business Administration and Management
Pfizer April 2015 - Present
Fifth Third Bank July 2013 - February 2014
Citibank, N.A. November 2008 - November 2012
CITIBANK, N.A. January 2005 - November 2008
JPMorgan Chase January 2004 - January 2005
ALLSTATE INSURANCE COMPANY January 2003 - January 2004
OppenheimerFunds January 2001 - January 2003
Skills
Sales Management, Business Development, CRM, Sales, Management, Leadership, Operations Management, Loans, Sales Operations, Account Management, Customer Retention, Finance, Cold Calling, Customer Service, Relationship Management, Banking, Innovative Marketing, Strategic Marketing, Tactical Marketing, Sales Revenue Growth, Profit Expansion, Strategic Planning, Team Leadership, Motivation, Market Analysis, Market Penetration, Fostering Stakeholder..., Staff Training, Staff Coaching, Territory Management, Written Communication, Verbal Communication, Interpersonal..., Problem Solving, Strategic Alliances, Needs Assessment, Brand Development, Consultative Selling, Product Education, Consumer Lending, Team Management, Series 6, Lines Of Credit, Retail Banking, Commercial Lending, Cross Selling, Branch Management, Marketing, Mutual Funds, Credit
Education
Concordia College
Bachelor of Science, Business Administration
Concordia College-Bronxville, New York
Bachelor of Science (BS), Business Administration and Management
Jason Pizzorusso Jason Pizzorusso's OppenheimerFunds Experience 2003 - 2006
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
OppenheimerFunds 2003 - 2006
Crucial Security 2000 - 2002
Skills
IT Strategy, Technology Integration, Enterprise Software, Management, Business Analysis, Leadership, Executive Management, Financial Services, Strategy Execution, Entrepreneurship, PMO, Intelligence, Vendor Management, SDLC, Outsourcing, Risk Management, IT Management, Business Process..., Project Portfolio..., Business Intelligence, Business Process, Business Transformation, Enterprise Architecture, Governance, Program Management, Software Project..., CRM, Strategy, Management Consulting
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance, General
George Mason University
Master of Science (MS), Information Systems
State University of New York College at Geneseo
Bachelor of Arts (BA), Computer Science
Morgan Stanley 2006 - Present
OppenheimerFunds 2003 - 2006
Crucial Security 2000 - 2002
Skills
IT Strategy, Technology Integration, Enterprise Software, Management, Business Analysis, Leadership, Executive Management, Financial Services, Strategy Execution, Entrepreneurship, PMO, Intelligence, Vendor Management, SDLC, Outsourcing, Risk Management, IT Management, Business Process..., Project Portfolio..., Business Intelligence, Business Process, Business Transformation, Enterprise Architecture, Governance, Program Management, Software Project..., CRM, Strategy, Management Consulting
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance, General
George Mason University
Master of Science (MS), Information Systems
State University of New York College at Geneseo
Bachelor of Arts (BA), Computer Science
Rachael Walkey Fanopoulos Rachael Walkey Fanopoulos's OppenheimerFunds Experience January 2005 - June 2010
Job Marketing Strategist at Compass Marketing Innovation
Industry Financial Services
Experience
Compass Marketing Innovation December 2012 - Present
Mommybites Boston March 2012 - April 2015
John Hancock Life Insurance Company (U.S.A.) June 2011 - November 2012
OppenheimerFunds January 2005 - June 2010
J. Walter Thompson June 2003 - January 2005
Competitrack, Inc. July 2002 - June 2003
Morgan Stanley July 2000 - July 2002
Skills
Integrated Marketing, Digital Marketing, Strategic Partnerships, Marketing Communications, Email Marketing, Direct Marketing, Public Relations, Marketing, Media Relations, Strategy, Advertising, Marketing Strategy, Management, Online Marketing, Social Media Marketing, Social Media
Education
Columbia University in the City of New York 2004 — 2006
Master of Science, Strategic Communications
Syracuse University 1996 — 2000
Bachelor of Science, Advertising & Marketing
Compass Marketing Innovation December 2012 - Present
Mommybites Boston March 2012 - April 2015
John Hancock Life Insurance Company (U.S.A.) June 2011 - November 2012
OppenheimerFunds January 2005 - June 2010
J. Walter Thompson June 2003 - January 2005
Competitrack, Inc. July 2002 - June 2003
Morgan Stanley July 2000 - July 2002
Skills
Integrated Marketing, Digital Marketing, Strategic Partnerships, Marketing Communications, Email Marketing, Direct Marketing, Public Relations, Marketing, Media Relations, Strategy, Advertising, Marketing Strategy, Management, Online Marketing, Social Media Marketing, Social Media
Education
Columbia University in the City of New York 2004 — 2006
Master of Science, Strategic Communications
Syracuse University 1996 — 2000
Bachelor of Science, Advertising & Marketing
Shakil Quazi Shakil Quazi's OppenheimerFunds Experience 1994 - 1997
Job Managing Director, Fixed Income at R.W.Pressprich
Industry Investment Management
Experience
R.W.Pressprich 2003 - Present
Debttraders 2001 - 2003
Invesco 1997 - 2000
OppenheimerFunds 1994 - 1997
Chemical Securities (JP Morgan) 1993 - 1994
Skills
Credit, Capital Markets, Fixed Income, Equities, Investment Banking, Hedge Funds, Derivatives, Emerging Markets, Bonds, Trading, High Yield, Portfolio Management, Bloomberg, Investments, Securities, Credit Derivatives, Leveraged Finance, Alternative Investments, Structured Finance, Asset Management, Private Equity, Structured Products, Series 7, Financial Markets, Equity Derivatives, Valuation, Options, Series 63, Electronic Trading, Financial Modeling, Trading Systems, Mutual Funds
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MPA, International Finance
University of Massachusetts, Amherst 1987 — 1991
BSEE, Electrical Engineering
R.W.Pressprich 2003 - Present
Debttraders 2001 - 2003
Invesco 1997 - 2000
OppenheimerFunds 1994 - 1997
Chemical Securities (JP Morgan) 1993 - 1994
Skills
Credit, Capital Markets, Fixed Income, Equities, Investment Banking, Hedge Funds, Derivatives, Emerging Markets, Bonds, Trading, High Yield, Portfolio Management, Bloomberg, Investments, Securities, Credit Derivatives, Leveraged Finance, Alternative Investments, Structured Finance, Asset Management, Private Equity, Structured Products, Series 7, Financial Markets, Equity Derivatives, Valuation, Options, Series 63, Electronic Trading, Financial Modeling, Trading Systems, Mutual Funds
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MPA, International Finance
University of Massachusetts, Amherst 1987 — 1991
BSEE, Electrical Engineering
Calista Carey's OppenheimerFunds Experience 2004 - 2006
Job Owner Body Phirm LLC & Modern Meals
Industry Health, Wellness and Fitness
Experience
Body Phirm LLC Owner - CPT - Holistic NutritionBody Phirm LLCAugust 2007 - Present
TIAA-CREF 2006 - 2007
OppenheimerFunds 2004 - 2006
Skills
Holistic Health, Sports Injuries, Weight Loss, Fitness, Fitness Training, Functional Training, Nutrition, Nutritional Counseling, Public Speaking, Personal Training, Weight Training, Wellness
Education
Colorado State University-Pueblo
Body Phirm LLC Owner - CPT - Holistic NutritionBody Phirm LLCAugust 2007 - Present
TIAA-CREF 2006 - 2007
OppenheimerFunds 2004 - 2006
Skills
Holistic Health, Sports Injuries, Weight Loss, Fitness, Fitness Training, Functional Training, Nutrition, Nutritional Counseling, Public Speaking, Personal Training, Weight Training, Wellness
Education
Colorado State University-Pueblo
Joseph Macaluso's OppenheimerFunds Experience January 2014 - Present
Job Senior Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2014 - Present
ICAP September 2007 - January 2014
US Army July 2005 - August 2007
Pro4ia 2007 - 2007
US Army September 2003 - June 2005
US Army November 2003 - June 2004
US Army September 2003 - November 2003
Smart Design September 2001 - March 2003
University Language Services September 1999 - August 2001
Crystal McKenzie August 1998 - August 1999
Skills
Excel, Word, PowerPoint, VBA, Outlook, Oracle Financials, MS Project, Project Coordination, Report Writing, Visio, AutoCAD, Data Analysis, Troubleshooting, Desktop Support, HTML, Switchboard Operator, Windows 7, Windows XP Professional, Adobe Acrobat, QuarkXPress, Basic Photoshop, SharePoint, Proposal Writing, English Literature, Tutoring, Microsoft Excel, Technical Support, Microsoft Word, XP
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance, General
Columbia University in the City of New York 1994 — 1998
B.A., English
OppenheimerFunds January 2014 - Present
ICAP September 2007 - January 2014
US Army July 2005 - August 2007
Pro4ia 2007 - 2007
US Army September 2003 - June 2005
US Army November 2003 - June 2004
US Army September 2003 - November 2003
Smart Design September 2001 - March 2003
University Language Services September 1999 - August 2001
Crystal McKenzie August 1998 - August 1999
Skills
Excel, Word, PowerPoint, VBA, Outlook, Oracle Financials, MS Project, Project Coordination, Report Writing, Visio, AutoCAD, Data Analysis, Troubleshooting, Desktop Support, HTML, Switchboard Operator, Windows 7, Windows XP Professional, Adobe Acrobat, QuarkXPress, Basic Photoshop, SharePoint, Proposal Writing, English Literature, Tutoring, Microsoft Excel, Technical Support, Microsoft Word, XP
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance, General
Columbia University in the City of New York 1994 — 1998
B.A., English
Sandy Keegan Sandy Keegan's OppenheimerFunds Experience October 1996 - Present
Job Transfer Agency Oppenheimerfunds
Industry Financial Services
Experience
OppenheimerFunds October 1996 - Present
American Sheep Industry 1994 - 1996
Ralph Schomp Automotive 1985 - 1994
Skills
Customer Service, Mutual Funds, Leadership, Series 6, Customer Satisfaction
Education
Colorado State University
Bachelors, Agronony
Northeastern Junior College
Assoicate, Animal Science/Business
OppenheimerFunds October 1996 - Present
American Sheep Industry 1994 - 1996
Ralph Schomp Automotive 1985 - 1994
Skills
Customer Service, Mutual Funds, Leadership, Series 6, Customer Satisfaction
Education
Colorado State University
Bachelors, Agronony
Northeastern Junior College
Assoicate, Animal Science/Business
Kevin Claver Kevin Claver's OppenheimerFunds Experience September 1998 - August 1999
Job Senior Software Engineer at Royal Health Care
Industry Computer Software
Experience
Royal Health Care December 2005 - Present
Swift & Company August 2005 - December 2005
Streffco Consultants, Inc. July 2005 - August 2005
Quovadx Inc. May 2002 - July 2005
Outlaw Technologies, LLC April 2000 - May 2002
CorrLogic Inc. August 1999 - April 2000
OppenheimerFunds September 1998 - August 1999
Exabyte January 1996 - September 1998
Skills
Microsoft SQL Server, Databases, Java, HTML, XML, Database Design, JavaScript, JSP, AJAX, Software Development, MySQL, CSS, JSF, Web Development, SQL, DB2, Oracle, VMware Player, Oracle VirtualBox, Hyper-V, Web Services, Visual C#, Visual Basic, Subversion, CVS
Education
Colorado State University-Global Campus 2011 — 2014
Bachelor of Science (B.S.), Information Technology
University of Northern Colorado 1989 — 1993
Math and Computer Science
Royal Health Care December 2005 - Present
Swift & Company August 2005 - December 2005
Streffco Consultants, Inc. July 2005 - August 2005
Quovadx Inc. May 2002 - July 2005
Outlaw Technologies, LLC April 2000 - May 2002
CorrLogic Inc. August 1999 - April 2000
OppenheimerFunds September 1998 - August 1999
Exabyte January 1996 - September 1998
Skills
Microsoft SQL Server, Databases, Java, HTML, XML, Database Design, JavaScript, JSP, AJAX, Software Development, MySQL, CSS, JSF, Web Development, SQL, DB2, Oracle, VMware Player, Oracle VirtualBox, Hyper-V, Web Services, Visual C#, Visual Basic, Subversion, CVS
Education
Colorado State University-Global Campus 2011 — 2014
Bachelor of Science (B.S.), Information Technology
University of Northern Colorado 1989 — 1993
Math and Computer Science
Alan McMichael Alan McMichael's OppenheimerFunds Experience November 2009 - Present
Job Technical Lead, Fixed Income Risk and Porfolio Services at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2009 - Present
Citi 1999 - 2009
Salomon Brothers 1991 - 1998
AT&T Bell Laboratories January 1990 - August 1991
Skills
Vendor Management, Trading Systems, Fixed Income, Capital Markets, Equities, SDLC, Trading, Derivatives, Electronic Trading, Market Data
Education
Cornell University
B.A., Mathematics, Philosophy (dual major)
Five-College PhD Program - University of Massachusetts, Amherst
Ph. D., Philosophy of Mathematics
OppenheimerFunds November 2009 - Present
Citi 1999 - 2009
Salomon Brothers 1991 - 1998
AT&T Bell Laboratories January 1990 - August 1991
Skills
Vendor Management, Trading Systems, Fixed Income, Capital Markets, Equities, SDLC, Trading, Derivatives, Electronic Trading, Market Data
Education
Cornell University
B.A., Mathematics, Philosophy (dual major)
Five-College PhD Program - University of Massachusetts, Amherst
Ph. D., Philosophy of Mathematics
Ken Babcock Ken Babcock's OppenheimerFunds Experience June 2010 - August 2010
Job Global Business Analyst at Uber
Industry Internet
Experience
Uber September 2014 - Present
Deloitte Consulting August 2013 - August 2014
Deloitte Consulting May 2012 - August 2012
Manning & Napier Advisors May 2011 - August 2011
OppenheimerFunds June 2010 - August 2010
Skills
Visual Basic, Microsoft Excel, MS Excel Pivot Tables, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Management, Leadership, Training, Economics, Strategy
Education
Cornell University 2009 — 2013
B.S., Applied Economics and Management, Magna Cum Laude
Uber September 2014 - Present
Deloitte Consulting August 2013 - August 2014
Deloitte Consulting May 2012 - August 2012
Manning & Napier Advisors May 2011 - August 2011
OppenheimerFunds June 2010 - August 2010
Skills
Visual Basic, Microsoft Excel, MS Excel Pivot Tables, Financial Modeling, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Management, Leadership, Training, Economics, Strategy
Education
Cornell University 2009 — 2013
B.S., Applied Economics and Management, Magna Cum Laude
Julie Tapp Julie Tapp's OppenheimerFunds Experience January 2006 - Present
Job Supervisor at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2006 - Present
Skills
Microsoft Office, Leadership, Process Improvement, Financial Analysis, Business Analysis, Risk Management, Investments, Analysis, Financial Services, Finance
Education
Wasson High School 1987 — 1990
Colorado State University-Global Campus
Bachelor's degree, Organizational Leadership
OppenheimerFunds January 2006 - Present
Skills
Microsoft Office, Leadership, Process Improvement, Financial Analysis, Business Analysis, Risk Management, Investments, Analysis, Financial Services, Finance
Education
Wasson High School 1987 — 1990
Colorado State University-Global Campus
Bachelor's degree, Organizational Leadership
James Brennan's OppenheimerFunds Experience June 2008 - August 2008
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group 2015 - Present
The Parthenon Group June 2014 - August 2014
Cambridge Associates July 2010 - July 2013
Cambridge Associates June 2009 - August 2009
OppenheimerFunds June 2008 - August 2008
Kaye Scholer LLP May 2007 - July 2007
Skills
Alternative Investments, Private Equity, Asset Allocation, Hedge Funds, Financial Modeling, Valuation, Asset Management, Investment Strategies, Investment Management, Portfolio Management, Equities, Due Diligence, Fixed Income, Investments, Economics, Venture Capital, Capital Markets
Education
The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
BA, Chemistry and Economics
The Lawrenceville School 2002 — 2005
Diploma
The Boston Consulting Group 2015 - Present
The Parthenon Group June 2014 - August 2014
Cambridge Associates July 2010 - July 2013
Cambridge Associates June 2009 - August 2009
OppenheimerFunds June 2008 - August 2008
Kaye Scholer LLP May 2007 - July 2007
Skills
Alternative Investments, Private Equity, Asset Allocation, Hedge Funds, Financial Modeling, Valuation, Asset Management, Investment Strategies, Investment Management, Portfolio Management, Equities, Due Diligence, Fixed Income, Investments, Economics, Venture Capital, Capital Markets
Education
The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
BA, Chemistry and Economics
The Lawrenceville School 2002 — 2005
Diploma
Jason Lampa, MBA's OppenheimerFunds Experience August 2003 - August 2006
Job CoFounder and Managing Director Investment Manager Marketing & Distribution
Industry Investment Management
Experience
Alternative Investment Store February 2010 - Present
Reaves Asset Management July 2008 - February 2010
New York Life Investment Management June 2007 - July 2008
DFW Associates August 2006 - June 2007
OppenheimerFunds August 2003 - August 2006
Travelers Life & Annuity ( Now Metlife) December 2001 - August 2003
AXA Advisors January 2001 - December 2001
Skills
Business Development..., Financial Advisor Coach, College Planning Coach, Generational Wealth..., Legacy Planning Coach, Investment Advisor Coach, 529 Specialist, Philanthropy Planning..., Business Performance..., Practice Management..., Indexed Product Coach, Organizational..., Family Planning Coach, Generational, Educational Consulting, inflation-indexed bond, Project Planning, Organizational..., Wealth, Business, Philanthropy, Inflation-indexed bond, Mutual Funds, Retirement Planning, Wealth Management, Investments, Business Development, Alternative Investment..., Absolute Return, Alpha Generation, Alternative Investments, Financial Services, Retirement, 401k, Fixed Annuities, Strategy, Financial Planners, Start-ups, Entrepreneurship, Competitive Analysis, Due Diligence, Hedge Funds, Asset Allocation, Series 7, Investment Advisory, Series 65, Series 63, ETFs, Securities, Investment Strategies
Education
Cornell University 2014 — 2015
Marketing Strategy Certificate, Marketing Strategy
Seton Hall University 2001 — 2003
MBA, Finance & Marketing
Montclair State University 1997 — 2000
Bachelor of Science, Marketing
Raritan Valley Community College 1995 — 1996
Business Administration and Management, General
Alternative Investment Store February 2010 - Present
Reaves Asset Management July 2008 - February 2010
New York Life Investment Management June 2007 - July 2008
DFW Associates August 2006 - June 2007
OppenheimerFunds August 2003 - August 2006
Travelers Life & Annuity ( Now Metlife) December 2001 - August 2003
AXA Advisors January 2001 - December 2001
Skills
Business Development..., Financial Advisor Coach, College Planning Coach, Generational Wealth..., Legacy Planning Coach, Investment Advisor Coach, 529 Specialist, Philanthropy Planning..., Business Performance..., Practice Management..., Indexed Product Coach, Organizational..., Family Planning Coach, Generational, Educational Consulting, inflation-indexed bond, Project Planning, Organizational..., Wealth, Business, Philanthropy, Inflation-indexed bond, Mutual Funds, Retirement Planning, Wealth Management, Investments, Business Development, Alternative Investment..., Absolute Return, Alpha Generation, Alternative Investments, Financial Services, Retirement, 401k, Fixed Annuities, Strategy, Financial Planners, Start-ups, Entrepreneurship, Competitive Analysis, Due Diligence, Hedge Funds, Asset Allocation, Series 7, Investment Advisory, Series 65, Series 63, ETFs, Securities, Investment Strategies
Education
Cornell University 2014 — 2015
Marketing Strategy Certificate, Marketing Strategy
Seton Hall University 2001 — 2003
MBA, Finance & Marketing
Montclair State University 1997 — 2000
Bachelor of Science, Marketing
Raritan Valley Community College 1995 — 1996
Business Administration and Management, General
Marceau Sautelet III, MBA's OppenheimerFunds Experience August 1998 - April 1999
Job Sr. Financial Sales Advisor II at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2015 - Present
JPMorgan Chase Bank, N.A. June 2014 - September 2015
Chase February 2011 - June 2014
Front Range Financial Services September 2008 - February 2011
AIG SunAmerica August 2007 - September 2008
Chase October 2005 - May 2007
Chase July 2000 - October 2005
ING Direct USA February 1999 - August 1999
OppenheimerFunds August 1998 - April 1999
First Investors September 1995 - August 1998
Skills
Investments, Management, Loans, Finance, Financial Services, Leadership, Strategic Planning, Credit, Customer Service, Banking
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Health Industry Leadership
Cornell College 1988 — 1992
Bachelor's degree, Political Science, Philosophy
BBVA Compass September 2015 - Present
JPMorgan Chase Bank, N.A. June 2014 - September 2015
Chase February 2011 - June 2014
Front Range Financial Services September 2008 - February 2011
AIG SunAmerica August 2007 - September 2008
Chase October 2005 - May 2007
Chase July 2000 - October 2005
ING Direct USA February 1999 - August 1999
OppenheimerFunds August 1998 - April 1999
First Investors September 1995 - August 1998
Skills
Investments, Management, Loans, Finance, Financial Services, Leadership, Strategic Planning, Credit, Customer Service, Banking
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Health Industry Leadership
Cornell College 1988 — 1992
Bachelor's degree, Political Science, Philosophy
Adam Tabor, CIMA®'s OppenheimerFunds Experience December 2014 - Present
Job Vice President, Distribution Client Services
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
Lord, Abbett & Co. LLC June 2014 - December 2014
Lord Abbett November 2010 - July 2014
Lord Abbett October 2007 - January 2011
Lord Abbett & Co. LLC October 2005 - October 2007
Skills
Mutual Funds, Separately Managed..., Superior Client Service, Management, Staff Development, Asset Managment, Series 7, Series 63, Series 65, Series 24, Asset Allocation, Retirement Planning, Equities, Wealth Management, Relationship Management, Portfolio Management, Trading, Investment Management, Retirement, Financial Services, 401k, Investments, Wealth Management..., Securities, High Net Worth..., institutional client..., Client Services, Asset Management, ETFs
Education
New York University 2014 — 2017
Master of Business Administration (MBA)
Connecticut College 2001 — 2005
BA, Economics and Government
OppenheimerFunds December 2014 - Present
Lord, Abbett & Co. LLC June 2014 - December 2014
Lord Abbett November 2010 - July 2014
Lord Abbett October 2007 - January 2011
Lord Abbett & Co. LLC October 2005 - October 2007
Skills
Mutual Funds, Separately Managed..., Superior Client Service, Management, Staff Development, Asset Managment, Series 7, Series 63, Series 65, Series 24, Asset Allocation, Retirement Planning, Equities, Wealth Management, Relationship Management, Portfolio Management, Trading, Investment Management, Retirement, Financial Services, 401k, Investments, Wealth Management..., Securities, High Net Worth..., institutional client..., Client Services, Asset Management, ETFs
Education
New York University 2014 — 2017
Master of Business Administration (MBA)
Connecticut College 2001 — 2005
BA, Economics and Government
Josh Morales Josh Morales's OppenheimerFunds Experience August 2014 - Present
Job Recruiter at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
OppenheimerFunds June 2013 - August 2014
Nigel Frank International July 2012 - June 2013
Cornell University August 2010 - May 2012
New York Life Insurance Company May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Recruiting, Technical Recruiting, Human Resources, Candidate Generation, Conducting Interviews, Social Networking, Talent Acquisition, Onboarding, New Hire Orientations, Passive Candidate..., Organizational..., Leadership Development, Talent Management, Asset Management, Financial Services, Public Speaking, Sourcing, Organizational..., Management, Interviews, Microsoft Office
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Communication Business Management
OppenheimerFunds August 2014 - Present
OppenheimerFunds June 2013 - August 2014
Nigel Frank International July 2012 - June 2013
Cornell University August 2010 - May 2012
New York Life Insurance Company May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Recruiting, Technical Recruiting, Human Resources, Candidate Generation, Conducting Interviews, Social Networking, Talent Acquisition, Onboarding, New Hire Orientations, Passive Candidate..., Organizational..., Leadership Development, Talent Management, Asset Management, Financial Services, Public Speaking, Sourcing, Organizational..., Management, Interviews, Microsoft Office
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Communication Business Management
Isabella Mu Isabella Mu's OppenheimerFunds Experience May 2012 - August 2012
Job Incoming Analyst at BlackRock
Industry Investment Management
Experience
Goldman Sachs May 2014 - August 2014
Cornell University August 2013 - May 2014
Human Services Coalition of Tompkins County June 2013 - April 2014
Johnson Graduate School of Management at Cornell University June 2013 - January 2014
OppenheimerFunds May 2012 - August 2012
Skills
Microsoft Excel, Statistics, Financial Analysis, Strategic Planning, Financial Modeling, Investments, Fixed Income, Financial Accounting, Bloomberg, Valuation, Data Analysis, Research, Economics, Microsoft Office, Microsoft Word, Public Speaking, Zumba, WAP Push, PowerPoint, Brio Query, Wicklander-Zulawski..., Anti Money Laundering, Gerontology, Wine & Spirits Industry, Parties, Wine Education, Vegetarian Cooking
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Jericho High School 2007 — 2011
Goldman Sachs May 2014 - August 2014
Cornell University August 2013 - May 2014
Human Services Coalition of Tompkins County June 2013 - April 2014
Johnson Graduate School of Management at Cornell University June 2013 - January 2014
OppenheimerFunds May 2012 - August 2012
Skills
Microsoft Excel, Statistics, Financial Analysis, Strategic Planning, Financial Modeling, Investments, Fixed Income, Financial Accounting, Bloomberg, Valuation, Data Analysis, Research, Economics, Microsoft Office, Microsoft Word, Public Speaking, Zumba, WAP Push, PowerPoint, Brio Query, Wicklander-Zulawski..., Anti Money Laundering, Gerontology, Wine & Spirits Industry, Parties, Wine Education, Vegetarian Cooking
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Jericho High School 2007 — 2011
Mitchell Fried Mitchell Fried's OppenheimerFunds Experience November 2014 - Present
Job Associate, Corporate Strategy at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
Rosetta February 2013 - November 2014
McLagan February 2012 - February 2013
McLagan July 2010 - February 2012
McLagan May 2009 - August 2009
Steve Madden May 2008 - August 2008
GMAC Commercial Finance May 2007 - August 2007
Skills
Data Analysis, Management Consulting, Market Research, Microsoft Excel, Executive Pay, Due Diligence, Research, Analysis
Education
Cornell University 2006 — 2010
BS in Applied Economics and Management, Economics, Business
OppenheimerFunds November 2014 - Present
Rosetta February 2013 - November 2014
McLagan February 2012 - February 2013
McLagan July 2010 - February 2012
McLagan May 2009 - August 2009
Steve Madden May 2008 - August 2008
GMAC Commercial Finance May 2007 - August 2007
Skills
Data Analysis, Management Consulting, Market Research, Microsoft Excel, Executive Pay, Due Diligence, Research, Analysis
Education
Cornell University 2006 — 2010
BS in Applied Economics and Management, Economics, Business
Alexander Pappas Alexander Pappas's OppenheimerFunds Experience June 2011 - August 2011
Job Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Goldman Sachs July 2013 - July 2015
OppenheimerFunds June 2011 - August 2011
Skills
Private Equity, Corporate Finance, Financial Modeling
Education
Cornell University 2009 — 2013
Bachelors, Charles H. Dyson School of Applied Economics and Management
Horace Greeley High School
Goldman Sachs August 2015 - Present
Goldman Sachs July 2013 - July 2015
OppenheimerFunds June 2011 - August 2011
Skills
Private Equity, Corporate Finance, Financial Modeling
Education
Cornell University 2009 — 2013
Bachelors, Charles H. Dyson School of Applied Economics and Management
Horace Greeley High School
Scott Brooks, CFA Scott Brooks, CFA's OppenheimerFunds Experience 1989 - 2006
Job Managing Director at SEI Investments
Industry Investment Management
Experience
Brooks Asset Management Consulting January 2015 - Present
SEI 2013 - 2014
Deutsche Asset Management - RREEF Real Estate 2011 - 2013
Deutsche Asset Management - DWS Investments 2010 - 2011
JPMorgan Funds Management 2007 - 2009
Managers Investment Group 2006 - 2007
OppenheimerFunds 1989 - 2006
Oppenheimer Funds 1989 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Asset Allocation, Real Estate Private..., FINRA, Asset Managment, Series 7, Sales, Retirement, Separately Managed..., Series 63, Retirement Planning, Relationship Management, Hedge Funds, Securities, Private Equity, Investment Management, Portfolio Management, Wealth Management, Defined Benefit, Financial Services, Fixed Annuities, Equities, Defined Contribution, Investment Strategies, Institutional...
Education
Cornell University 1984 — 1989
BA, Economics
Northern Highlands Regional High School 1980 — 1984
High School
Brooks Asset Management Consulting January 2015 - Present
SEI 2013 - 2014
Deutsche Asset Management - RREEF Real Estate 2011 - 2013
Deutsche Asset Management - DWS Investments 2010 - 2011
JPMorgan Funds Management 2007 - 2009
Managers Investment Group 2006 - 2007
OppenheimerFunds 1989 - 2006
Oppenheimer Funds 1989 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Asset Allocation, Real Estate Private..., FINRA, Asset Managment, Series 7, Sales, Retirement, Separately Managed..., Series 63, Retirement Planning, Relationship Management, Hedge Funds, Securities, Private Equity, Investment Management, Portfolio Management, Wealth Management, Defined Benefit, Financial Services, Fixed Annuities, Equities, Defined Contribution, Investment Strategies, Institutional...
Education
Cornell University 1984 — 1989
BA, Economics
Northern Highlands Regional High School 1980 — 1984
High School
Philip Masterson Philip Masterson's OppenheimerFunds Experience June 1998 - September 2003
Job Senior VP, Managing Director
Industry Financial Services
Experience
SEI November 2003 - Present
Citco Mutual Fund Services October 2002 - October 2003
OppenheimerFunds June 1998 - September 2003
Skills
Risk Management, Investments, Financial Services, Securities, Funding, Business Development, Mutual Funds, Hedge Funds, Mergers & Acquisitions, Executive Management, Financial Risk, Wealth Management
Education
Georgetown University Law Center 1996 — 1997
LLM, Securities & Financial Regulation, with Distinction
Creighton University 1988 — 1991
Doctor of Law (J.D.), Cum Laude
SEI November 2003 - Present
Citco Mutual Fund Services October 2002 - October 2003
OppenheimerFunds June 1998 - September 2003
Skills
Risk Management, Investments, Financial Services, Securities, Funding, Business Development, Mutual Funds, Hedge Funds, Mergers & Acquisitions, Executive Management, Financial Risk, Wealth Management
Education
Georgetown University Law Center 1996 — 1997
LLM, Securities & Financial Regulation, with Distinction
Creighton University 1988 — 1991
Doctor of Law (J.D.), Cum Laude
James Walden James Walden's OppenheimerFunds Experience 2000 - 2001
Job Director of Portfolio Management at Clayton Financial Services, Inc.
Industry Financial Services
Experience
Clayton Financial Services, Inc. June 2013 - Present
Sterling Capital Management August 2008 - May 2013
Morningstar 2004 - 2008
CIGNA Investment Management July 2003 - April 2004
OppenheimerFunds 2000 - 2001
Deloitte & Touche LLP 1997 - 1999
Skills
Investments, Equity Research, Equities, Financial Modeling, Valuation, Asset Managment, Investment Management, Financial Analysis, Portfolio Management, Competitive Analysis, Mutual Funds, Corporate Finance, Accounting, Financial Accounting, Report Writing, Personal Finance, Capital Markets, Fixed Income, Microsoft Office, Bloomberg, Analysis, Morningstar Direct, Finance, Investment Strategies, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Indiana University Bloomington 1993 — 1997
BS, Business (Accounting)
Clayton Financial Services, Inc. June 2013 - Present
Sterling Capital Management August 2008 - May 2013
Morningstar 2004 - 2008
CIGNA Investment Management July 2003 - April 2004
OppenheimerFunds 2000 - 2001
Deloitte & Touche LLP 1997 - 1999
Skills
Investments, Equity Research, Equities, Financial Modeling, Valuation, Asset Managment, Investment Management, Financial Analysis, Portfolio Management, Competitive Analysis, Mutual Funds, Corporate Finance, Accounting, Financial Accounting, Report Writing, Personal Finance, Capital Markets, Fixed Income, Microsoft Office, Bloomberg, Analysis, Morningstar Direct, Finance, Investment Strategies, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Indiana University Bloomington 1993 — 1997
BS, Business (Accounting)
Liza Tracy's OppenheimerFunds Experience 2005 - May 2011
Job Sr. Graphic Designer | Presentation Specialist
Industry Information Technology and Services
Experience
Oracle August 2011 - June 2015
OppenheimerFunds 2005 - May 2011
MetLife 1998 - 2005
Skills
Graphics, PowerPoint, Logo Design, Graphic Design, Marketing Communications, Presentation Design, Adobe Creative Suite, Brand Management, Direct Marketing, Microsoft Office, Teamwork, Collateral, Marketing, CRM, Management, Strategy, Business Analysis, Leadership
Education
Connecticut College
BA, Studio Art & Graphic Design
Oracle August 2011 - June 2015
OppenheimerFunds 2005 - May 2011
MetLife 1998 - 2005
Skills
Graphics, PowerPoint, Logo Design, Graphic Design, Marketing Communications, Presentation Design, Adobe Creative Suite, Brand Management, Direct Marketing, Microsoft Office, Teamwork, Collateral, Marketing, CRM, Management, Strategy, Business Analysis, Leadership
Education
Connecticut College
BA, Studio Art & Graphic Design
Basil Ibegbu's OppenheimerFunds Experience September 2011 - Present
Job
Industry Information Technology and Services
Experience
OppenheimerFunds September 2011 - Present
Skills
EAI, SOA, Business Intelligence, Agile, Data Integration, Enterprise Software, Integration, Architecture, Requirements Gathering, Master Data Management, Informatica, Open Source, Web Services, Enterprise Architecture, Customer Relations, Software Development, Java, Data Quality, IT Strategy, Agile Methodologies, Data Warehouse..., Data Governance, Analytics, Cloud Computing, XML, ETL, Weblogic, SQL, Program Management, Big Data, Databases, SSIS, Oracle, Requirements Analysis, Data Warehousing, Java Enterprise Edition, Data Modeling, Business Analysis, Spring, Software Project..., UML, Scrum, Data Architecture, Microsoft SQL Server, Websphere, Solution Architecture, Linux, Database Design, PL/SQL, SDLC
Education
Colorado Technical University 2002 — 2004
MS
University of Nigeria 1992 — 1997
B. Eng.
OppenheimerFunds September 2011 - Present
Skills
EAI, SOA, Business Intelligence, Agile, Data Integration, Enterprise Software, Integration, Architecture, Requirements Gathering, Master Data Management, Informatica, Open Source, Web Services, Enterprise Architecture, Customer Relations, Software Development, Java, Data Quality, IT Strategy, Agile Methodologies, Data Warehouse..., Data Governance, Analytics, Cloud Computing, XML, ETL, Weblogic, SQL, Program Management, Big Data, Databases, SSIS, Oracle, Requirements Analysis, Data Warehousing, Java Enterprise Edition, Data Modeling, Business Analysis, Spring, Software Project..., UML, Scrum, Data Architecture, Microsoft SQL Server, Websphere, Solution Architecture, Linux, Database Design, PL/SQL, SDLC
Education
Colorado Technical University 2002 — 2004
MS
University of Nigeria 1992 — 1997
B. Eng.
Dipti Kachru's OppenheimerFunds Experience June 2008 - July 2011
Job
Industry Marketing and Advertising
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase October 2013 - Present
JPMorgan Asset Management July 2011 - October 2013
OppenheimerFunds June 2008 - July 2011
OppenheimerFunds March 2007 - May 2008
OppenheimerFunds Inc. September 2004 - February 2007
Managed Solutions August 2003 - August 2004
Candid Marketing Services May 1999 - May 2003
Skills
Integrated Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Business Development, SEO, Direct Marketing, CRM, Web Marketing, Project Management, Marketing Communications, Strategy, Advertising, Brand Development, Digital Marketing, Financial Services, Marketing, Marketing Management, SEM
Education
Columbia University in the City of New York 2006 — 2008
MS
Lady Shriram College 1996 — 1999
1999
AFGJI 1992 — 1996
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase October 2013 - Present
JPMorgan Asset Management July 2011 - October 2013
OppenheimerFunds June 2008 - July 2011
OppenheimerFunds March 2007 - May 2008
OppenheimerFunds Inc. September 2004 - February 2007
Managed Solutions August 2003 - August 2004
Candid Marketing Services May 1999 - May 2003
Skills
Integrated Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Business Development, SEO, Direct Marketing, CRM, Web Marketing, Project Management, Marketing Communications, Strategy, Advertising, Brand Development, Digital Marketing, Financial Services, Marketing, Marketing Management, SEM
Education
Columbia University in the City of New York 2006 — 2008
MS
Lady Shriram College 1996 — 1999
1999
AFGJI 1992 — 1996
Kristie Feinberg's OppenheimerFunds Experience January 2001 - Present
Job Senior Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2001 - Present
Skills
Series 7, Series 24, Series 63, Series 27, Series 4, Mutual Funds, Financial Modeling, Financial Risk, Hedging, Equities, Fixed Income, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Markets, Risk Management, Risk Assessment, Enterprise Risk..., Market Risk, Operational Risk...
Education
Columbia University - Columbia Business School
MBA
OppenheimerFunds January 2001 - Present
Skills
Series 7, Series 24, Series 63, Series 27, Series 4, Mutual Funds, Financial Modeling, Financial Risk, Hedging, Equities, Fixed Income, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Markets, Risk Management, Risk Assessment, Enterprise Risk..., Market Risk, Operational Risk...
Education
Columbia University - Columbia Business School
MBA
Marmeline Petion-Midy's OppenheimerFunds Experience August 2004 - February 2011
Job VP Finance at OppenheimerFunds
Industry Financial Services
Experience
Asset Management Firm January 2011 - Present
OppenheimerFunds August 2004 - February 2011
General Motors, New York Treasurers Office 2000 - 2004
The Bank of New York July 1995 - August 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Asset Management, Mutual Funds, Business Development, Mergers, Financial Planning, Forecasting, Financial Reporting, Business Strategy, Banking, Fixed Income, Valuation, Business Planning, Alternative Investments, Financial Services, Equities
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Cornell University 1991 — 1995
BA, Economics
Asset Management Firm January 2011 - Present
OppenheimerFunds August 2004 - February 2011
General Motors, New York Treasurers Office 2000 - 2004
The Bank of New York July 1995 - August 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Asset Management, Mutual Funds, Business Development, Mergers, Financial Planning, Forecasting, Financial Reporting, Business Strategy, Banking, Fixed Income, Valuation, Business Planning, Alternative Investments, Financial Services, Equities
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Cornell University 1991 — 1995
BA, Economics
Kelly Drummonds's OppenheimerFunds Experience October 1997 - April 2008
Job RETIRED at NONE
Industry Government Administration
Experience
NONE May 2013 - Present
Veterans Administration February 2010 - May 2013
UBS Financial, Inc February 2009 - June 2009
OppenheimerFunds October 1997 - April 2008
United Health Care October 1996 - August 1997
Life Partners Group August 1994 - August 1996
United States Air Force February 1977 - September 1994
Skills
Conflict Resolution, PowerPoint, Microsoft Office, Microsoft Word, Process Scheduler, Research, Team Building, Management, Team Leadership, Government, Administrative..., Military, Strategic Planning, SDLC, Time Management, Troubleshooting, Supervisory Skills, Human Resources, Administration
Education
Community College of the Air Force 1977 — 1993
Associates, Personell Management
NONE May 2013 - Present
Veterans Administration February 2010 - May 2013
UBS Financial, Inc February 2009 - June 2009
OppenheimerFunds October 1997 - April 2008
United Health Care October 1996 - August 1997
Life Partners Group August 1994 - August 1996
United States Air Force February 1977 - September 1994
Skills
Conflict Resolution, PowerPoint, Microsoft Office, Microsoft Word, Process Scheduler, Research, Team Building, Management, Team Leadership, Government, Administrative..., Military, Strategic Planning, SDLC, Time Management, Troubleshooting, Supervisory Skills, Human Resources, Administration
Education
Community College of the Air Force 1977 — 1993
Associates, Personell Management
Debbie Francis's OppenheimerFunds Experience June 2009 - Present
Job Assistant Vice President and Technical Manager
Industry Financial Services
Experience
OppenheimerFunds June 2009 - Present
Columbia University in the City of New York September 2014 - Present
OppenheimerFunds 2005 - 2009
Skills
SDLC, Business Analysis, Data Warehousing, Requirements Analysis, Vendor Management, IT Strategy, Agile Methodologies, Enterprise Architecture, Business Intelligence, Visio, Integration, SharePoint, SOA, Software Project..., Requirements Gathering, Data Modeling, Agile Project Management, Project Portfolio..., PMP, Quality Management, Information Technology..., Enterprise Social..., Data Visualization, Process Improvement, Strategy, Quality Assurance, Management, ETL, Leadership, IT Management, Project Management, SQL
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (MS), Information Science/Studies, 3.97
New York University 1996 — 1999
Master of Arts (M.A.), Individualized Study (Philosophy, Lit.), 3.8
OppenheimerFunds June 2009 - Present
Columbia University in the City of New York September 2014 - Present
OppenheimerFunds 2005 - 2009
Skills
SDLC, Business Analysis, Data Warehousing, Requirements Analysis, Vendor Management, IT Strategy, Agile Methodologies, Enterprise Architecture, Business Intelligence, Visio, Integration, SharePoint, SOA, Software Project..., Requirements Gathering, Data Modeling, Agile Project Management, Project Portfolio..., PMP, Quality Management, Information Technology..., Enterprise Social..., Data Visualization, Process Improvement, Strategy, Quality Assurance, Management, ETL, Leadership, IT Management, Project Management, SQL
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (MS), Information Science/Studies, 3.97
New York University 1996 — 1999
Master of Arts (M.A.), Individualized Study (Philosophy, Lit.), 3.8
Montoya, Adrian's OppenheimerFunds Experience March 2005 - December 2006
Job Staff Supply Chain Specialist at Anadarko Petroleum Corporation
Industry Oil & Energy
Experience
Anadarko Petroleum Corporation May 2014 - Present
National Renewable Energy Laboratory January 2014 - May 2014
Genesis Health June 2013 - January 2014
Arrow Electronics September 2012 - December 2012
Youthful Aura / HABW January 2011 - September 2012
Genesis Health June 2008 - January 2011
TimeCentre March 2007 - March 2008
CH2M HILL December 2006 - March 2007
OppenheimerFunds March 2005 - December 2006
Various Short Term Contracts July 2003 - March 2005
Skills
Account Management, Solution Selling, Sales Management, Business Development, Product Management, Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Project Accounting, Financial Accounting, Salesforce.com, SaaS, Enterprise Software, Channel Partners, Sales Operations, Cloud Computing, Selling, Great Plains Software, General Ledger, Oracle R12 Financials, QuickBooks, Microsoft Excel, PeopleSoft, JD Edwards, Elite, SAP, Management, Public Speaking, Intercompany...
Education
Community College of Denver
Red Rocks Community College
Warren Tech
Certificate, Accounting and Finance, 4.0
Anadarko Petroleum Corporation May 2014 - Present
National Renewable Energy Laboratory January 2014 - May 2014
Genesis Health June 2013 - January 2014
Arrow Electronics September 2012 - December 2012
Youthful Aura / HABW January 2011 - September 2012
Genesis Health June 2008 - January 2011
TimeCentre March 2007 - March 2008
CH2M HILL December 2006 - March 2007
OppenheimerFunds March 2005 - December 2006
Various Short Term Contracts July 2003 - March 2005
Skills
Account Management, Solution Selling, Sales Management, Business Development, Product Management, Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Project Accounting, Financial Accounting, Salesforce.com, SaaS, Enterprise Software, Channel Partners, Sales Operations, Cloud Computing, Selling, Great Plains Software, General Ledger, Oracle R12 Financials, QuickBooks, Microsoft Excel, PeopleSoft, JD Edwards, Elite, SAP, Management, Public Speaking, Intercompany...
Education
Community College of Denver
Red Rocks Community College
Warren Tech
Certificate, Accounting and Finance, 4.0
Andrea Dvorak Castillo's OppenheimerFunds Experience August 2007 - Present
Job Business Intelligence Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2007 - Present
OppenheimerFunds October 2000 - August 2007
Transamerica July 1996 - February 1997
Skills
Series 7, Mutual Funds, Securities, Equities, Wealth Management, Retirement Planning, Investments, Requirements Gathering, Fixed Income, SharePoint, Asset Management, Financial Services, Alternative Investments, Risk Management, Executive Management, Relationship Management, Series 63, Call Centers, Asset Managment
Education
Concordia College 1990 — 1994
BA, Business Administration and Spanish
OppenheimerFunds August 2007 - Present
OppenheimerFunds October 2000 - August 2007
Transamerica July 1996 - February 1997
Skills
Series 7, Mutual Funds, Securities, Equities, Wealth Management, Retirement Planning, Investments, Requirements Gathering, Fixed Income, SharePoint, Asset Management, Financial Services, Alternative Investments, Risk Management, Executive Management, Relationship Management, Series 63, Call Centers, Asset Managment
Education
Concordia College 1990 — 1994
BA, Business Administration and Spanish
Ellen Puckett's OppenheimerFunds Experience October 2005 - Present
Job AVP, Corporate Technology Group at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2005 - Present
Cendant 2003 - 2005
Rhythms NetConnections 2001 - 2003
Health Net, Inc 1995 - 2001
Sutter Health 1993 - 1995
Skills
Vendor Management, Process Improvement
Education
University of Colorado Denver 2007 — 2009
MBA, Business
Concordia College 1981 — 1985
OppenheimerFunds October 2005 - Present
Cendant 2003 - 2005
Rhythms NetConnections 2001 - 2003
Health Net, Inc 1995 - 2001
Sutter Health 1993 - 1995
Skills
Vendor Management, Process Improvement
Education
University of Colorado Denver 2007 — 2009
MBA, Business
Concordia College 1981 — 1985
Perry Elliott's OppenheimerFunds Experience November 2007 - April 2014
Job QA Team Lead for Client in Aurora, Colorado
Industry Information Technology and Services
Experience
QA for Client in Aurora, Colorado April 2015 - Present
CVS Health July 2014 - February 2015
OppenheimerFunds November 2007 - April 2014
WellPoint / Anthem Blue Cross Blue Shield May 2003 - November 2007
Merck October 2002 - April 2003
Quantum October 2001 - October 2002
First Nationwide Mortgage July 2001 - October 2001
Data Dimensions October 1998 - June 2001
Skills
SDLC, User Acceptance Testing, Agile Methodologies, Test Planning, Quality Assurance, Testing, System Testing, Test Cases, Software Quality..., Regression Testing, Scrum, Business Analysis, Quality Center, Test Management, Waterfall, Test Strategy, HP Quality Center, Management, QA, Flying, ETL Testing, Data Warehousing, UAT Coordination, Salesforce.com, EDI, Project Management, Software Documentation, Process Improvement
Education
Colorado Technical University 2004 — 2006
MS CS SE, Computer Technology/Computer Systems Technology
University of Alaska Fairbanks 1973 — 1977
Bachelor of Arts (B.A.), Economics
QA for Client in Aurora, Colorado April 2015 - Present
CVS Health July 2014 - February 2015
OppenheimerFunds November 2007 - April 2014
WellPoint / Anthem Blue Cross Blue Shield May 2003 - November 2007
Merck October 2002 - April 2003
Quantum October 2001 - October 2002
First Nationwide Mortgage July 2001 - October 2001
Data Dimensions October 1998 - June 2001
Skills
SDLC, User Acceptance Testing, Agile Methodologies, Test Planning, Quality Assurance, Testing, System Testing, Test Cases, Software Quality..., Regression Testing, Scrum, Business Analysis, Quality Center, Test Management, Waterfall, Test Strategy, HP Quality Center, Management, QA, Flying, ETL Testing, Data Warehousing, UAT Coordination, Salesforce.com, EDI, Project Management, Software Documentation, Process Improvement
Education
Colorado Technical University 2004 — 2006
MS CS SE, Computer Technology/Computer Systems Technology
University of Alaska Fairbanks 1973 — 1977
Bachelor of Arts (B.A.), Economics
Peggy Tsai's OppenheimerFunds Experience December 2003 - August 2005
Job Regional Data Governance Lead at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
Morgan Stanley July 2014 - March 2015
Standard & Poor's January 2013 - July 2014
Standard & Poor's June 2010 - January 2013
Standard & Poor's August 2005 - September 2010
OppenheimerFunds December 2003 - August 2005
RogersCasey July 2001 - December 2003
Skills
Oracle SQL, Agile Project Management, Business Objects, Operations Management, Data Stewardship, Business Intelligence, SQL, Access, Credit Rating, MicroStrategy Reporting, Oracle, Project Management, Business Analysis, Bloomberg Terminal, Visio, Requirements Analysis, Business Process..., Requirements Gathering, Market Data, Business Process, SharePoint, SDLC, Fixed Income, Business Requirements, Vendor Management, Governance, Analysis, Integration, Leadership, Strategy
Education
New York University 2004 — 2009
Management and Systems
Cornell University 1997 — 2001
Bachelor’s Degree
AIG March 2015 - Present
Morgan Stanley July 2014 - March 2015
Standard & Poor's January 2013 - July 2014
Standard & Poor's June 2010 - January 2013
Standard & Poor's August 2005 - September 2010
OppenheimerFunds December 2003 - August 2005
RogersCasey July 2001 - December 2003
Skills
Oracle SQL, Agile Project Management, Business Objects, Operations Management, Data Stewardship, Business Intelligence, SQL, Access, Credit Rating, MicroStrategy Reporting, Oracle, Project Management, Business Analysis, Bloomberg Terminal, Visio, Requirements Analysis, Business Process..., Requirements Gathering, Market Data, Business Process, SharePoint, SDLC, Fixed Income, Business Requirements, Vendor Management, Governance, Analysis, Integration, Leadership, Strategy
Education
New York University 2004 — 2009
Management and Systems
Cornell University 1997 — 2001
Bachelor’s Degree
John Pirie's OppenheimerFunds Experience June 1996 - July 1998
Job Exelon / Constellation Commodities Group
Industry Oil & Energy
Experience
Constellation Commodities Group, Inc. April 2001 - Present
Goldman Sachs July 1998 - April 2001
OppenheimerFunds June 1996 - July 1998
Skills
C#, Commodity Markets, Java, C++, Python, Perl, C, Finance, Energy, Risk Management, SQL, Commodity, Fixed Income
Education
The University of Chicago Booth School of Business 1987 — 1990
MBA, Finance
Cornell University 1983 — 1985
M.Eng., Operations Research
Cornell University 1979 — 1983
BS, Operations Research & Industrial Engineering
Constellation Commodities Group, Inc. April 2001 - Present
Goldman Sachs July 1998 - April 2001
OppenheimerFunds June 1996 - July 1998
Skills
C#, Commodity Markets, Java, C++, Python, Perl, C, Finance, Energy, Risk Management, SQL, Commodity, Fixed Income
Education
The University of Chicago Booth School of Business 1987 — 1990
MBA, Finance
Cornell University 1983 — 1985
M.Eng., Operations Research
Cornell University 1979 — 1983
BS, Operations Research & Industrial Engineering
Kevin McNeil's OppenheimerFunds Experience April 1997 - December 1997
Job Sr. Director Compensation & Benefits at ARAMARK Uniform & Career Apparel
Industry Textiles
Experience
Aramark Uniform Services March 2007 - Present
First American Title August 2002 - March 2007
ksm Consulting April 2001 - August 2002
Universal Studios January 1998 - January 2001
OppenheimerFunds April 1997 - December 1997
Lockheed Martin Information Management Services May 1992 - April 1997
Skills
Cold Calling, Human Resources, Employee Relations, Team Building, Talent Management, Succession Planning, Performance Management, Employee Benefits, Deferred Compensation
Education
Columbia University in the City of New York
Bachelor of Arts (BA), Economics
Aramark Uniform Services March 2007 - Present
First American Title August 2002 - March 2007
ksm Consulting April 2001 - August 2002
Universal Studios January 1998 - January 2001
OppenheimerFunds April 1997 - December 1997
Lockheed Martin Information Management Services May 1992 - April 1997
Skills
Cold Calling, Human Resources, Employee Relations, Team Building, Talent Management, Succession Planning, Performance Management, Employee Benefits, Deferred Compensation
Education
Columbia University in the City of New York
Bachelor of Arts (BA), Economics
Animesh Verma's OppenheimerFunds Experience June 2011 - Present
Job Research Analyst at OppenheimerFunds
Industry Banking
Experience
OppenheimerFunds June 2011 - Present
Nomura Securities August 2010 - June 2011
Citigroup,NY June 2009 - August 2009
Keane August 2007 - July 2008
Skills
Fixed Income, Financial Services, Quantitative Investing, Trading, Derivatives, Financial Risk, Asset Allocation, SQL, Bloomberg, Analytics, Business Analysis, Databases, Financial Modeling, Swaps, Equities
Education
Columbia University in the City of New York 2008 — 2010
Masters, Financial Mathematics, Operations Research
Shanmugha Arts, Science, Technology and Research Academy 2003 — 2007
TAFS, New Delhi
OppenheimerFunds June 2011 - Present
Nomura Securities August 2010 - June 2011
Citigroup,NY June 2009 - August 2009
Keane August 2007 - July 2008
Skills
Fixed Income, Financial Services, Quantitative Investing, Trading, Derivatives, Financial Risk, Asset Allocation, SQL, Bloomberg, Analytics, Business Analysis, Databases, Financial Modeling, Swaps, Equities
Education
Columbia University in the City of New York 2008 — 2010
Masters, Financial Mathematics, Operations Research
Shanmugha Arts, Science, Technology and Research Academy 2003 — 2007
TAFS, New Delhi
Scott Neill's OppenheimerFunds Experience 1989 - 1993
Job Manager at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers June 2009 - October 2014
BearingPoint June 2001 - June 2009
KPMG 1997 - 2001
Fidelity Investments 1993 - 1997
OppenheimerFunds 1989 - 1993
Skills
Management Consulting, Business Process..., Business Transformation, Business Analysis, IT Strategy, Financial Systems..., Business Intelligence, Financial Planning, Enterprise Performance..., Business Process Design, Business Process, Information Systems..., Cloud Computing, Strategy, Program Management, Consulting, Process Improvement, SDLC, Business Strategy, Change Management, Project Management, Data Warehousing, Strategic Planning, Enterprise Architecture
Education
Colorado State University
BS, Management
PricewaterhouseCoopers June 2009 - October 2014
BearingPoint June 2001 - June 2009
KPMG 1997 - 2001
Fidelity Investments 1993 - 1997
OppenheimerFunds 1989 - 1993
Skills
Management Consulting, Business Process..., Business Transformation, Business Analysis, IT Strategy, Financial Systems..., Business Intelligence, Financial Planning, Enterprise Performance..., Business Process Design, Business Process, Information Systems..., Cloud Computing, Strategy, Program Management, Consulting, Process Improvement, SDLC, Business Strategy, Change Management, Project Management, Data Warehousing, Strategic Planning, Enterprise Architecture
Education
Colorado State University
BS, Management
Toby Rottman's OppenheimerFunds Experience December 2006 - October 2008
Job Trainer/Business Development CTM Software
Industry Real Estate
Experience
CTM Software May 2014 - Present
Keller Williams Realty November 2011 - December 2014
Uber 2013 - 2014
Landmark Residential January 2012 - December 2012
Teriel Closing Solutions August 2009 - December 2011
OppenheimerFunds December 2006 - October 2008
Carrabba's Italian Grill April 2004 - August 2006
B&B's Pickle Barrel February 1999 - March 2004
Skills
Negotiation, Customer Service, Real Estate, Selling, Residential Homes, Sales, Real Estate Transactions
Education
Colorado State University 1998 — 2004
Bachelors, English Literature
CSHS 1994 — 1998
High School Diploma, General Studies
CTM Software May 2014 - Present
Keller Williams Realty November 2011 - December 2014
Uber 2013 - 2014
Landmark Residential January 2012 - December 2012
Teriel Closing Solutions August 2009 - December 2011
OppenheimerFunds December 2006 - October 2008
Carrabba's Italian Grill April 2004 - August 2006
B&B's Pickle Barrel February 1999 - March 2004
Skills
Negotiation, Customer Service, Real Estate, Selling, Residential Homes, Sales, Real Estate Transactions
Education
Colorado State University 1998 — 2004
Bachelors, English Literature
CSHS 1994 — 1998
High School Diploma, General Studies
Tim Weishaar's OppenheimerFunds Experience October 2011 - Present
Job Regional Retirement Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2011 - Present
OppenheimerFunds October 2007 - September 2011
OppenheimerFunds January 2004 - September 2007
Skills
401k, Series 63, Series 7, Series 6, Mutual Funds, Retirement, Defined Benefit, Retirement Planning, Asset Allocation, Investments, Alternative Investments, Securities, Wealth Management, IRAs
Education
University of Maryland College Park 1993 — 1996
BA, Business Administration
Foreign Language Training Center Munich Germany 1991 — 1991
German Language and Literature
Defense Language Institute 1989 — 1990
Czech Language and Literature
OppenheimerFunds October 2011 - Present
OppenheimerFunds October 2007 - September 2011
OppenheimerFunds January 2004 - September 2007
Skills
401k, Series 63, Series 7, Series 6, Mutual Funds, Retirement, Defined Benefit, Retirement Planning, Asset Allocation, Investments, Alternative Investments, Securities, Wealth Management, IRAs
Education
University of Maryland College Park 1993 — 1996
BA, Business Administration
Foreign Language Training Center Munich Germany 1991 — 1991
German Language and Literature
Defense Language Institute 1989 — 1990
Czech Language and Literature
Ken Bell's OppenheimerFunds Experience January 2015 - Present
Job Senior Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Woods End Technology, Inc September 2010 - Present
Credit Suisse June 2014 - January 2015
MassMutual Financial Group November 2013 - May 2014
Swiss Re March 2010 - June 2013
Morgan Stanley 2008 - 2009
Morgan Stanley 2004 - 2008
Morgan Stanley 1995 - 2003
Morgan Stanley 1990 - 1994
Morgan Stanley 1986 - 1989
Skills
Prime Brokerage, Hedge Funds, Risk Management, Portfolio Management, Collateral Management, Performance Attribution, Performance Measurement, BlackRock Aladdin, Analysis, Business Analysis, Equities, Trading Systems, Trading, Financial Risk, FX Options, Derivatives, Asset Management, Fixed Income, Financial Services
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management
MALVERN
University of Toronto - University of Trinity College
BSc, Mathematics & Physics
OppenheimerFunds January 2015 - Present
Woods End Technology, Inc September 2010 - Present
Credit Suisse June 2014 - January 2015
MassMutual Financial Group November 2013 - May 2014
Swiss Re March 2010 - June 2013
Morgan Stanley 2008 - 2009
Morgan Stanley 2004 - 2008
Morgan Stanley 1995 - 2003
Morgan Stanley 1990 - 1994
Morgan Stanley 1986 - 1989
Skills
Prime Brokerage, Hedge Funds, Risk Management, Portfolio Management, Collateral Management, Performance Attribution, Performance Measurement, BlackRock Aladdin, Analysis, Business Analysis, Equities, Trading Systems, Trading, Financial Risk, FX Options, Derivatives, Asset Management, Fixed Income, Financial Services
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management
MALVERN
University of Toronto - University of Trinity College
BSc, Mathematics & Physics
Emanuel Harvey's OppenheimerFunds Experience June 2010 - February 2011
Job Due Diligence Analyst, BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
U.S. Trust, Bank of America Corporation March 2011 - July 2015
OppenheimerFunds June 2010 - February 2011
AIG American General Life Companies February 2008 - June 2009
Sun Life Financial July 2006 - February 2008
Morgan Stanley DW Inc. January 2004 - July 2006
Skills
Investments, Mutual Funds, Marketing, Financial Services, Management, Editing, Asset Managment, Insurance, Equities, Wealth Management, Fixed Income, Sales, Financial Analysis, Risk Management, Writing
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MBA (Candidate), Finance/Marketing
Iona College 1996 — 2001
Bachelor of Arts, Political Science
BNY Mellon July 2015 - Present
U.S. Trust, Bank of America Corporation March 2011 - July 2015
OppenheimerFunds June 2010 - February 2011
AIG American General Life Companies February 2008 - June 2009
Sun Life Financial July 2006 - February 2008
Morgan Stanley DW Inc. January 2004 - July 2006
Skills
Investments, Mutual Funds, Marketing, Financial Services, Management, Editing, Asset Managment, Insurance, Equities, Wealth Management, Fixed Income, Sales, Financial Analysis, Risk Management, Writing
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MBA (Candidate), Finance/Marketing
Iona College 1996 — 2001
Bachelor of Arts, Political Science
Richard Reihs's OppenheimerFunds Experience May 1993 - June 1995
Job IT Security Manager at NFM
Industry Retail
Experience
Nebraska Furniture Mart March 2003 - Present
Mid America Health May 2000 - March 2003
HealthNet 2000 - 2003
Cabletron April 1994 - March 2000
OppenheimerFunds May 1993 - June 1995
Skills
Windows Server, Active Directory, Windows, Security, Troubleshooting, VMware
Education
Colorado Technical University 1990 — 1993
Computer Science
Nebraska Furniture Mart March 2003 - Present
Mid America Health May 2000 - March 2003
HealthNet 2000 - 2003
Cabletron April 1994 - March 2000
OppenheimerFunds May 1993 - June 1995
Skills
Windows Server, Active Directory, Windows, Security, Troubleshooting, VMware
Education
Colorado Technical University 1990 — 1993
Computer Science
Zulma Chaviano's OppenheimerFunds Experience June 1985 - March 2006
Job Assistant Vice President, Office Management
Industry Real Estate
Experience
SL Green July 2008 - Present
Ted Moudis Associates August 2006 - October 2007
OppenheimerFunds June 1985 - March 2006
Skills
Facilities Management, Property Management, Real Estate, Budgets, Microsoft Office, Outlook, Customer Service, Contract Negotiation, Microsoft Excel, Administrative..., PowerPoint, Project Management, Microsoft Word, Social Media, Corporate Real Estate, Negotiation, Asset Management, Management, Leases, Commercial Real Estate, Contract Management, Lease Administration
Education
CUNY New York City College of Technology
SL Green July 2008 - Present
Ted Moudis Associates August 2006 - October 2007
OppenheimerFunds June 1985 - March 2006
Skills
Facilities Management, Property Management, Real Estate, Budgets, Microsoft Office, Outlook, Customer Service, Contract Negotiation, Microsoft Excel, Administrative..., PowerPoint, Project Management, Microsoft Word, Social Media, Corporate Real Estate, Negotiation, Asset Management, Management, Leases, Commercial Real Estate, Contract Management, Lease Administration
Education
CUNY New York City College of Technology
Ryan Paris, RCC™'s OppenheimerFunds Experience October 2006 - October 2007
Job Multiple Line General Agent at American National Insurance
Industry Financial Services
Experience
American National Insurance January 2014 - Present
Curian Capital June 2012 - January 2014
Jackson National Life Distributors, LLC December 2008 - June 2012
ICON Advisers October 2007 - September 2008
OppenheimerFunds October 2006 - October 2007
Charles Schwab 1999 - 2006
Skills
Retirement Planning, Series 7, Asset Allocation, Series 6, Sales Operations, Series 63, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Separately Managed..., 401k, Wealth Management, Strategic Financial..., Investments, Securities, Life Insurance, IRAs, Alternative Investments, Investment Management, Investment Advisory, Wealth, FINRA, Investment Strategies, Variable Annuities, Asset Management, Financial Services, Defined Benefit, ETFs, Disability Insurance, Equities, Financial Planners, Fixed Income, Insurance, Personal Financial..., Qualified Retirement..., Financial Planning, Sales, Marketing, Finance
Education
Colorado State University 1993 — 1997
BSBA, Finance/Real Estate
American National Insurance January 2014 - Present
Curian Capital June 2012 - January 2014
Jackson National Life Distributors, LLC December 2008 - June 2012
ICON Advisers October 2007 - September 2008
OppenheimerFunds October 2006 - October 2007
Charles Schwab 1999 - 2006
Skills
Retirement Planning, Series 7, Asset Allocation, Series 6, Sales Operations, Series 63, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Separately Managed..., 401k, Wealth Management, Strategic Financial..., Investments, Securities, Life Insurance, IRAs, Alternative Investments, Investment Management, Investment Advisory, Wealth, FINRA, Investment Strategies, Variable Annuities, Asset Management, Financial Services, Defined Benefit, ETFs, Disability Insurance, Equities, Financial Planners, Fixed Income, Insurance, Personal Financial..., Qualified Retirement..., Financial Planning, Sales, Marketing, Finance
Education
Colorado State University 1993 — 1997
BSBA, Finance/Real Estate
Tripp OBrien's OppenheimerFunds Experience June 2007 - June 2010
Job Oil and Gas Finance
Industry Financial Services
Experience
Wells Fargo Energy Capital July 2010 - Present
OppenheimerFunds June 2007 - June 2010
Skills
Financial Analysis, Finance, Valuation, Financial Modeling, Investments, Securities, Corporate Finance, Portfolio Management
Education
Creighton University 2003 — 2006
BSBA, Finance
Wells Fargo Energy Capital July 2010 - Present
OppenheimerFunds June 2007 - June 2010
Skills
Financial Analysis, Finance, Valuation, Financial Modeling, Investments, Securities, Corporate Finance, Portfolio Management
Education
Creighton University 2003 — 2006
BSBA, Finance
Brian Hickey, CFA's OppenheimerFunds Experience July 2009 - Present
Job High Yield Bond and Leveraged Loan Analyst
Industry Research
Experience
OppenheimerFunds July 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers May 2006 - September 2008
Moody's Investors Service September 2004 - May 2006
General Motors Investment Management June 2002 - September 2004
Fidelity Investments 1997 - 2000
Skills
Competitive Analysis, Investments, Hedge Funds, Financial Modeling, Finance, Trading, Bonds, Leveraged Finance, Risk Management, Valuation, High Yield
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, Management
Dartmouth College 1993 — 1997
BA, Government
OppenheimerFunds July 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers May 2006 - September 2008
Moody's Investors Service September 2004 - May 2006
General Motors Investment Management June 2002 - September 2004
Fidelity Investments 1997 - 2000
Skills
Competitive Analysis, Investments, Hedge Funds, Financial Modeling, Finance, Trading, Bonds, Leveraged Finance, Risk Management, Valuation, High Yield
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, Management
Dartmouth College 1993 — 1997
BA, Government
Stan Ivancich's OppenheimerFunds Experience July 1999 - April 2005
Job Oracle Technical Lead and Database Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2010 - Present
Credit Suisse March 2008 - June 2010
Credit Suisse March 2006 - July 2007
OppenheimerFunds July 1999 - April 2005
UBS July 1998 - April 1999
Enterprise Engineering, Inc. July 1997 - July 1998
Bankers Trust July 1996 - April 1997
Klinger Scientific September 1981 - May 1995
Skills
Securities Trade..., Oracle DBA, Oracle Internals and..., Sybase, Oracle, Performance Tuning, Databases, Fixed Income, SQL Tuning, Oracle RAC, T-SQL, Database Administration, Equities, Trading, Access, Software Project..., SQL, Business Analysis, Unix Shell Scripting, SDLC, Requirements Analysis
Education
Columbia Engineering 1976 — 1981
BSEE, Electrical Engineering
Stuyvesant HS 1972 — 1976
Math / Science
Credit Suisse July 2010 - Present
Credit Suisse March 2008 - June 2010
Credit Suisse March 2006 - July 2007
OppenheimerFunds July 1999 - April 2005
UBS July 1998 - April 1999
Enterprise Engineering, Inc. July 1997 - July 1998
Bankers Trust July 1996 - April 1997
Klinger Scientific September 1981 - May 1995
Skills
Securities Trade..., Oracle DBA, Oracle Internals and..., Sybase, Oracle, Performance Tuning, Databases, Fixed Income, SQL Tuning, Oracle RAC, T-SQL, Database Administration, Equities, Trading, Access, Software Project..., SQL, Business Analysis, Unix Shell Scripting, SDLC, Requirements Analysis
Education
Columbia Engineering 1976 — 1981
BSEE, Electrical Engineering
Stuyvesant HS 1972 — 1976
Math / Science
Andrew Doyle's OppenheimerFunds Experience July 2014 - Present
Job EVP, Chief Human Resources Officer at OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds July 2014 - Present
Bacharach Leadership Group June 2011 - Present
OppenheimerFunds March 2009 - June 2014
Merrill Lynch April 2006 - March 2009
Merrill Lynch August 2005 - March 2006
Merrill Lynch October 2004 - August 2005
Merrill Lynch July 2002 - October 2004
Merrill Lynch September 2001 - June 2002
Merrill Lynch February 2001 - September 2001
Merrill Lynch April 2000 - February 2001
Education
Cornell University 1990 — 1995
ILR, Human Resources
Saratoga Springs High 1987 — 1990
OppenheimerFunds July 2014 - Present
Bacharach Leadership Group June 2011 - Present
OppenheimerFunds March 2009 - June 2014
Merrill Lynch April 2006 - March 2009
Merrill Lynch August 2005 - March 2006
Merrill Lynch October 2004 - August 2005
Merrill Lynch July 2002 - October 2004
Merrill Lynch September 2001 - June 2002
Merrill Lynch February 2001 - September 2001
Merrill Lynch April 2000 - February 2001
Education
Cornell University 1990 — 1995
ILR, Human Resources
Saratoga Springs High 1987 — 1990
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
Korinne Rice's OppenheimerFunds Experience August 1988 - September 2000
Job General Manager, Chief Marketing Officer
Industry Financial Services
Experience
CS AdvoCare, Inc. April 2010 - Present
Med1Online February 2007 - April 2009
Accutrend Data Corporation September 2001 - February 2007
PartMiner September 2000 - April 2001
OppenheimerFunds August 1988 - September 2000
Skills
Management, Training, Software Documentation, Customer Service, Visio, Sales, Access, MS Project, Microsoft Excel, Employee Training, CRM, Data Entry, Analysis, Databases, Leadership, Project Management, Budgets, Social Security, Medicare, Consulting, Supervisory Skills, Senior Services, Marketing, Therapeutic Massage, Deep Tissue Massage, Craniosacral Therapy, Reflexology, Team Building, Strategic Planning, Team Leadership, Program Management, Coaching, Insurance
Education
Denver School of Massage Therapy 2009 — 2010
License
Community College of Aurora
University of Colorado Colorado Springs
University of Utah
CS AdvoCare, Inc. April 2010 - Present
Med1Online February 2007 - April 2009
Accutrend Data Corporation September 2001 - February 2007
PartMiner September 2000 - April 2001
OppenheimerFunds August 1988 - September 2000
Skills
Management, Training, Software Documentation, Customer Service, Visio, Sales, Access, MS Project, Microsoft Excel, Employee Training, CRM, Data Entry, Analysis, Databases, Leadership, Project Management, Budgets, Social Security, Medicare, Consulting, Supervisory Skills, Senior Services, Marketing, Therapeutic Massage, Deep Tissue Massage, Craniosacral Therapy, Reflexology, Team Building, Strategic Planning, Team Leadership, Program Management, Coaching, Insurance
Education
Denver School of Massage Therapy 2009 — 2010
License
Community College of Aurora
University of Colorado Colorado Springs
University of Utah
Susie Hess, CAMS's OppenheimerFunds Experience August 2011 - November 2014
Job Analyst II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
OppenheimerFunds August 2011 - November 2014
OppenheimerFunds October 2007 - August 2011
Skills
Mutual Funds, Financial Services, Process Improvement, Vendor Management, Leadership, Business Analysis, Investments, Relationship Management, Risk Management, Visio
Education
Colorado State University 2009 — 2012
Bachelor's degree, Accounting and Business/Management
TIAA-CREF November 2014 - Present
OppenheimerFunds August 2011 - November 2014
OppenheimerFunds October 2007 - August 2011
Skills
Mutual Funds, Financial Services, Process Improvement, Vendor Management, Leadership, Business Analysis, Investments, Relationship Management, Risk Management, Visio
Education
Colorado State University 2009 — 2012
Bachelor's degree, Accounting and Business/Management
Sharon Inglima's OppenheimerFunds Experience October 1995 - July 1998
Job Executive Assistant
Industry Insurance
Experience
Ironshore Insurance March 2013 - Present
Ironshore Insurance March 2012 - March 2013
Clearwater Designs January 2010 - June 2011
AIG March 1999 - December 2008
OppenheimerFunds October 1995 - July 1998
Skills
Insurance, Telephone Skills, Outlook, Office Management, Excel, Word, Data Entry, Billing, Administration, Accounts Payable, Microsoft Office, Invoicing, PowerPoint, Prioritization, Customer Relations, Benefits, Employee Benefits, Liability, Property & Casualty..., Customer Service, Microsoft Excel, Casualty, Commercial Lines, Reinsurance, Commercial Insurance, Organization &..., Microsoft Word, Casualty Insurance, Social Networking, Social Media, Event Planning, Leadership, Public Speaking
Education
Columbia Basin College 1993 — 1995
N/A, General Studies, College
Ironshore Insurance March 2013 - Present
Ironshore Insurance March 2012 - March 2013
Clearwater Designs January 2010 - June 2011
AIG March 1999 - December 2008
OppenheimerFunds October 1995 - July 1998
Skills
Insurance, Telephone Skills, Outlook, Office Management, Excel, Word, Data Entry, Billing, Administration, Accounts Payable, Microsoft Office, Invoicing, PowerPoint, Prioritization, Customer Relations, Benefits, Employee Benefits, Liability, Property & Casualty..., Customer Service, Microsoft Excel, Casualty, Commercial Lines, Reinsurance, Commercial Insurance, Organization &..., Microsoft Word, Casualty Insurance, Social Networking, Social Media, Event Planning, Leadership, Public Speaking
Education
Columbia Basin College 1993 — 1995
N/A, General Studies, College
Michael Pilgrim's OppenheimerFunds Experience May 2012 - January 2013
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2013 - Present
OppenheimerFunds May 2012 - January 2013
Jefferies & Company May 2011 - August 2011
Wachtell, Lipton, Rosen & Katz May 2009 - August 2009
Milbank, Tweed, Hadley & McCloy LLP 2008 - 2008
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Acquisitions
Education
Harvard Law School 2008 — 2013
Doctor of Law (J.D.), Law
Cornell University 2004 — 2008
Bachelor's degree, Labor and Industrial Relations
West Windsor Plainsboro North 2000 — 2004
McKinsey & Company July 2013 - Present
OppenheimerFunds May 2012 - January 2013
Jefferies & Company May 2011 - August 2011
Wachtell, Lipton, Rosen & Katz May 2009 - August 2009
Milbank, Tweed, Hadley & McCloy LLP 2008 - 2008
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Acquisitions
Education
Harvard Law School 2008 — 2013
Doctor of Law (J.D.), Law
Cornell University 2004 — 2008
Bachelor's degree, Labor and Industrial Relations
West Windsor Plainsboro North 2000 — 2004
Claudia Van Orden's OppenheimerFunds Experience January 1992 - May 2003
Job Office Manager at Wealth Watch Advisors, LLC
Industry Financial Services
Experience
Wealth Watch Advisors, LLC September 2015 - Present
Brokers Choice Of America September 2014 - Present
Fund Architects, LLC February 2010 - August 2014
Transamerica Life Insurance Company September 2004 - June 2009
OppenheimerFunds January 1992 - May 2003
Skills
Project Management, Research, Creative Problem Solving, Performance Metrics, Technical Documentation, Salesforce.com, Vendor Relationships, Statistical Data..., Procedure Development, Peer Mentoring, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Website Updating, Managing Database, Marketing Material..., Print Production Process, Sales, Technical Support, Accurate Data Entry, Highly versatile, Customer Service
Education
Snake River High School 1984 — 1987
Community College of Aurora
Accounting
Wealth Watch Advisors, LLC September 2015 - Present
Brokers Choice Of America September 2014 - Present
Fund Architects, LLC February 2010 - August 2014
Transamerica Life Insurance Company September 2004 - June 2009
OppenheimerFunds January 1992 - May 2003
Skills
Project Management, Research, Creative Problem Solving, Performance Metrics, Technical Documentation, Salesforce.com, Vendor Relationships, Statistical Data..., Procedure Development, Peer Mentoring, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Website Updating, Managing Database, Marketing Material..., Print Production Process, Sales, Technical Support, Accurate Data Entry, Highly versatile, Customer Service
Education
Snake River High School 1984 — 1987
Community College of Aurora
Accounting
Kelly Piltz's OppenheimerFunds Experience March 2007 - November 2014
Job Account Coordinator at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial November 2014 - Present
OppenheimerFunds March 2007 - November 2014
Skills
Team Building, Team Leadership, Customer Service, Management, Microsoft Office, Microsoft Excel, Social Networking, Call Centers, Customer Satisfaction, Leadership, Time Management, Outlook, Training, Teamwork, Data Entry
Education
Argosy University-Denver 2013 — 2013
Business Administration and Management, General
Colorado State University 2003 — 2006
Bachelor of Arts (BA), Political Science
Colorado State University-Pueblo 2001 — 2003
Political Science and Government
Great-West Financial November 2014 - Present
OppenheimerFunds March 2007 - November 2014
Skills
Team Building, Team Leadership, Customer Service, Management, Microsoft Office, Microsoft Excel, Social Networking, Call Centers, Customer Satisfaction, Leadership, Time Management, Outlook, Training, Teamwork, Data Entry
Education
Argosy University-Denver 2013 — 2013
Business Administration and Management, General
Colorado State University 2003 — 2006
Bachelor of Arts (BA), Political Science
Colorado State University-Pueblo 2001 — 2003
Political Science and Government
Denise King Gillingham's OppenheimerFunds Experience 1995 - 1996
Job Executive Coach at Lee Hecht Harrison
Industry Professional Training & Coaching
Experience
Lee Hecht Harrison January 2013 - Present
DKG Coaching and Mediation 2006 - Present
New York University November 2001 - June 2003
Lee Hecht Harrison May 1999 - September 2000
OppenheimerFunds 1995 - 1996
Skills
Mediation, Coaching, Emotional Intelligence, Leadership Development, Public Speaking, Teaching, Career Development, Executive Development, Training, Workshop Facilitation, Conflict Resolution, Career Counseling, Executive Coaching, Personal Development, Resume Writing, Career Management, 360 Feedback
Education
Columbia University in the City of New York 1991 — 1993
MSW, Clinical
Franklin & Marshall College 1976 — 1980
BA, English
Lee Hecht Harrison January 2013 - Present
DKG Coaching and Mediation 2006 - Present
New York University November 2001 - June 2003
Lee Hecht Harrison May 1999 - September 2000
OppenheimerFunds 1995 - 1996
Skills
Mediation, Coaching, Emotional Intelligence, Leadership Development, Public Speaking, Teaching, Career Development, Executive Development, Training, Workshop Facilitation, Conflict Resolution, Career Counseling, Executive Coaching, Personal Development, Resume Writing, Career Management, 360 Feedback
Education
Columbia University in the City of New York 1991 — 1993
MSW, Clinical
Franklin & Marshall College 1976 — 1980
BA, English
Lisa Kadehjian's OppenheimerFunds Experience January 2014 - Present
Job VP, Head of Compensation at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2014 - Present
OppenheimerFunds 2004 - December 2013
The Bank of New York 1996 - 2004
Education
Columbia University in the City of New York
MA
New York University
BA
OppenheimerFunds January 2014 - Present
OppenheimerFunds 2004 - December 2013
The Bank of New York 1996 - 2004
Education
Columbia University in the City of New York
MA
New York University
BA
Lester De Lashmutt's OppenheimerFunds Experience January 2000 - January 2004
Job at
Industry Computer & Network Security
Experience
SourceGas July 2012 - Present
SourceGas October 2011 - June 2012
Long View Systems May 2010 - October 2011
ACS, a Xerox Company November 2004 - March 2010
OppenheimerFunds January 2000 - January 2004
J.D. Edwards January 1997 - January 2000
Skills
Active Directory, Citrix, Troubleshooting, Printers, Technical Support, Customer Service, Service Desk, XP, Windows 7, Help Desk Support, Software Installation, Computer Hardware, Hardware, Networking, Windows XP, VPN, Analysis
Education
New Horizons 2010 — 2011
Associate of Science (A.S.), Server & Network Administration
University of Phoenix 2009 — 2010
Community College of Aurora 1997 — 2005
Associates, General
SourceGas July 2012 - Present
SourceGas October 2011 - June 2012
Long View Systems May 2010 - October 2011
ACS, a Xerox Company November 2004 - March 2010
OppenheimerFunds January 2000 - January 2004
J.D. Edwards January 1997 - January 2000
Skills
Active Directory, Citrix, Troubleshooting, Printers, Technical Support, Customer Service, Service Desk, XP, Windows 7, Help Desk Support, Software Installation, Computer Hardware, Hardware, Networking, Windows XP, VPN, Analysis
Education
New Horizons 2010 — 2011
Associate of Science (A.S.), Server & Network Administration
University of Phoenix 2009 — 2010
Community College of Aurora 1997 — 2005
Associates, General
Raj Vummidisingh's OppenheimerFunds Experience June 2013 - Present
Job Vice President, Senior Research Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2013 - Present
Artio Global Investors August 2012 - May 2013
Artio Global Investors September 2009 - August 2012
Julius Baer Investment Management October 2005 - September 2009
Voinovich Center for Leadership, Ohio University January 2004 - July 2005
Skills
Asset Managment, Fixed Income, Bloomberg, Equities, Derivatives, Portfolio Management, Hedge Funds, Alternative Investments, Risk Management, Capital Markets, Asset Allocation, Investment Management, Emerging Markets, Market Risk, Credit Risk, Operational Risk, COSO ERM, Asset Management, Options, Mutual Funds, Swaps, Hedging, Investments, Quantitative Analytics, VAR, Finance, Credit Derivatives, VBA, Banking, Equity Research, Equity Derivatives
Education
Columbia Business School 2011 — 2011
Emerging Leader Development Program, Effective Leadership and Management, Strategy Formulation, Decision Making, Organisational Behavior.
Ohio University 2004 — 2006
M.S., Financial Economics
Ohio University 2002 — 2005
M.S., Applied Mathematics
Osmania University 1997 — 2001
B.E, Electronics and Communication Engineering
Gitanjali School
OppenheimerFunds June 2013 - Present
Artio Global Investors August 2012 - May 2013
Artio Global Investors September 2009 - August 2012
Julius Baer Investment Management October 2005 - September 2009
Voinovich Center for Leadership, Ohio University January 2004 - July 2005
Skills
Asset Managment, Fixed Income, Bloomberg, Equities, Derivatives, Portfolio Management, Hedge Funds, Alternative Investments, Risk Management, Capital Markets, Asset Allocation, Investment Management, Emerging Markets, Market Risk, Credit Risk, Operational Risk, COSO ERM, Asset Management, Options, Mutual Funds, Swaps, Hedging, Investments, Quantitative Analytics, VAR, Finance, Credit Derivatives, VBA, Banking, Equity Research, Equity Derivatives
Education
Columbia Business School 2011 — 2011
Emerging Leader Development Program, Effective Leadership and Management, Strategy Formulation, Decision Making, Organisational Behavior.
Ohio University 2004 — 2006
M.S., Financial Economics
Ohio University 2002 — 2005
M.S., Applied Mathematics
Osmania University 1997 — 2001
B.E, Electronics and Communication Engineering
Gitanjali School
Hemant Baijal's OppenheimerFunds Experience July 2011 - Present
Job Senior portfolio manager at OPPENHEIMER funds
Industry Investment Management
Experience
OppenheimerFunds July 2011 - Present
Six Seasons Global Asset Management January 2007 - July 2011
Havell Capital Management LLC October 1996 - September 2006
Neuberger Berman November 1993 - August 1996
Banca di Roma July 1991 - November 1993
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, International Business
OppenheimerFunds July 2011 - Present
Six Seasons Global Asset Management January 2007 - July 2011
Havell Capital Management LLC October 1996 - September 2006
Neuberger Berman November 1993 - August 1996
Banca di Roma July 1991 - November 1993
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, International Business
Susan Switzer's OppenheimerFunds Experience December 1997 - June 2005
Job Principal at Salus Advisors, MPH/MBA, Healthcare Consultant and Finance Executive
Industry Hospital & Health Care
Experience
Salus Advisors January 2009 - Present
The New Jewish Home March 2011 - Present
Cobalt Capital August 2006 - April 2008
OppenheimerFunds December 1997 - June 2005
Neuberger Berman November 1994 - November 1997
UBS Global Asset Management July 1987 - October 1994
Skills
Mutual Funds, Hedge Funds, Equity Research, Bloomberg, Valuation, Investments, Capital Markets, Series 7, Equities, Asset Managment, Management, Financial Modeling, Portfolio Management, Alternative Investments, Private Equity, Mergers & Acquisitions, Asset Management, Venture Capital
Education
Columbia University Mailman School of Public Health 2012 — 2014
Master of Public Health (MPH), Health Policy and Management
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Yale University 1983 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1985
Politics and Economics
Salus Advisors January 2009 - Present
The New Jewish Home March 2011 - Present
Cobalt Capital August 2006 - April 2008
OppenheimerFunds December 1997 - June 2005
Neuberger Berman November 1994 - November 1997
UBS Global Asset Management July 1987 - October 1994
Skills
Mutual Funds, Hedge Funds, Equity Research, Bloomberg, Valuation, Investments, Capital Markets, Series 7, Equities, Asset Managment, Management, Financial Modeling, Portfolio Management, Alternative Investments, Private Equity, Mergers & Acquisitions, Asset Management, Venture Capital
Education
Columbia University Mailman School of Public Health 2012 — 2014
Master of Public Health (MPH), Health Policy and Management
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Yale University 1983 — 1987
BA, Economics
The London School of Economics and Political Science (LSE) 1985 — 1985
Politics and Economics
Aimee (Buesing) Calderon's OppenheimerFunds Experience 2008 - October 2011
Job Client Service Manager
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Holy Cross Lutheran Church January 2012 - Present
OppenheimerFunds 2008 - October 2011
OppenheimerFunds 2006 - 2008
OppenheimerFunds 1998 - 2006
OppenheimerFunds 1996 - 1998
ecuFinder europe GmbH 1993 - 1994
Skills
Developing Client..., Excel, Website Management, Organizing, Creative Problem Solving, Siebel, Cognos, Webmaster Services, Microsoft Excel, Management, Event Management, Leadership Development, Customer Service, Mutual Funds, Event Planning, Team Building, Fundraising, Public Speaking, Leadership, Problem Solving, Strategic Planning, CRM, Process Improvement, Program Management
Education
University of Colorado at Denver 1988 — 1991
BA, German
Concordia College 1987 — 1988
Attended Institute for German Studies
Edward Jones August 2013 - Present
Holy Cross Lutheran Church January 2012 - Present
OppenheimerFunds 2008 - October 2011
OppenheimerFunds 2006 - 2008
OppenheimerFunds 1998 - 2006
OppenheimerFunds 1996 - 1998
ecuFinder europe GmbH 1993 - 1994
Skills
Developing Client..., Excel, Website Management, Organizing, Creative Problem Solving, Siebel, Cognos, Webmaster Services, Microsoft Excel, Management, Event Management, Leadership Development, Customer Service, Mutual Funds, Event Planning, Team Building, Fundraising, Public Speaking, Leadership, Problem Solving, Strategic Planning, CRM, Process Improvement, Program Management
Education
University of Colorado at Denver 1988 — 1991
BA, German
Concordia College 1987 — 1988
Attended Institute for German Studies
Eliot Walsh's OppenheimerFunds Experience October 2005 - February 2015
Job Investment Thought Leadership Writer at Two Sigma
Industry Financial Services
Experience
Two Sigma March 2015 - Present
OppenheimerFunds October 2005 - February 2015
Goldman Sachs 2000 - 2002
Individualinvestor.com 1998 - 2000
Skills
Financial Writing, Research, Economics, Investments, Asset Managment, Editing, Mutual Funds, FINRA, Social Media, Finance, Capital Markets, Financial Services, Hedge Funds, Newsletters, Equities, Asset Management, Alternative Investments, Wealth Management, Asset Allocation
Education
Columbia University in the City of New York 2002 — 2005
BA, History
Berkshire School
Buckley School
Two Sigma March 2015 - Present
OppenheimerFunds October 2005 - February 2015
Goldman Sachs 2000 - 2002
Individualinvestor.com 1998 - 2000
Skills
Financial Writing, Research, Economics, Investments, Asset Managment, Editing, Mutual Funds, FINRA, Social Media, Finance, Capital Markets, Financial Services, Hedge Funds, Newsletters, Equities, Asset Management, Alternative Investments, Wealth Management, Asset Allocation
Education
Columbia University in the City of New York 2002 — 2005
BA, History
Berkshire School
Buckley School
Walsleben Kyle's OppenheimerFunds Experience February 2008 - Present
Job 529 Senior Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2008 - Present
Wells Fargo September 2005 - March 2007
Skills
FINRA Series 6, Series 63
Education
Colorado State University 2001 — 2005
B.S., Business Administration
OppenheimerFunds February 2008 - Present
Wells Fargo September 2005 - March 2007
Skills
FINRA Series 6, Series 63
Education
Colorado State University 2001 — 2005
B.S., Business Administration
Sara Badler/NYLIM's OppenheimerFunds Experience 1987 - 1992
Job Senior Vice President, Deputy General Counsel and Chief Investments Counsel at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Investments 2012 - Present
New York Life Insurance Company 2012 - Present
New York Life Investments 2009 - 2012
Van Kampen Investments 1999 - 2002
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
Education
Cornell University
New York Life Investments 2012 - Present
New York Life Insurance Company 2012 - Present
New York Life Investments 2009 - 2012
Van Kampen Investments 1999 - 2002
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
Education
Cornell University
Jeannine Sarosy's OppenheimerFunds Experience June 1998 - March 2000
Job Owner at NYC Group
Industry Financial Services
Experience
NYC Group April 2005 - Present
Citi April 2000 - March 2005
OppenheimerFunds June 1998 - March 2000
Institute for International Research April 1997 - April 1998
ING--ING Baring Securities April 1994 - December 1996
Booz Allen Hamilton August 1993 - April 1994
Skills
Thought Leadership, Marketing Strategy, Marketing Communications, Editing, Content Writing, Copywriting, Financial Services, Marketing, Advertising, Strategy, Leadership, Portfolio Management, Strategic Planning, Public Relations, Mutual Funds, Finance, Management, Investments, Asset Management, Project Management, Writing, Segmentation
Education
Cornell University 1989 — 1993
BA, English, Italian Literature
H. Frank Carey High School
NYC Group April 2005 - Present
Citi April 2000 - March 2005
OppenheimerFunds June 1998 - March 2000
Institute for International Research April 1997 - April 1998
ING--ING Baring Securities April 1994 - December 1996
Booz Allen Hamilton August 1993 - April 1994
Skills
Thought Leadership, Marketing Strategy, Marketing Communications, Editing, Content Writing, Copywriting, Financial Services, Marketing, Advertising, Strategy, Leadership, Portfolio Management, Strategic Planning, Public Relations, Mutual Funds, Finance, Management, Investments, Asset Management, Project Management, Writing, Segmentation
Education
Cornell University 1989 — 1993
BA, English, Italian Literature
H. Frank Carey High School
Hilary Morse, CRPS's OppenheimerFunds Experience November 2008 - October 2011
Job Senior Technical Consultant at MetLife
Industry Financial Services
Experience
MetLife June 2012 - Present
OppenheimerFunds November 2008 - October 2011
ING [formerly CitiStreet] 2004 - 2008
CAI Benefits, Inc. 1998 - 2003
Skills
Retirement Plan..., Relationship Management, ERISA expert, 401k, Retirement, Series 6, Defined Benefit, Series 63, Mutual Funds, Defined Contribution, Pensions, Retirement Planning, Series 7, Profit Sharing, Asset Allocation
Education
Cornell University
Bachelor of Science, Industrial and Labor Relations
MetLife June 2012 - Present
OppenheimerFunds November 2008 - October 2011
ING [formerly CitiStreet] 2004 - 2008
CAI Benefits, Inc. 1998 - 2003
Skills
Retirement Plan..., Relationship Management, ERISA expert, 401k, Retirement, Series 6, Defined Benefit, Series 63, Mutual Funds, Defined Contribution, Pensions, Retirement Planning, Series 7, Profit Sharing, Asset Allocation
Education
Cornell University
Bachelor of Science, Industrial and Labor Relations
Clarence Dupiton's OppenheimerFunds Experience May 2012 - December 2012
Job Product Development Engineer at Intel Corporation
Industry Computer Software
Experience
Intel Corporation September 2013 - Present
Intel Corporation June 2013 - August 2013
OppenheimerFunds May 2012 - December 2012
Skills
Java, SDLC, Agile Methodologies, Data Analysis, Web Services, C++, Perl, SQL, Unix
Education
CUNY Medgar Evers College 2009 — 2013
Bachelor of Science (B.Sc.), Computer Science
Intel Corporation September 2013 - Present
Intel Corporation June 2013 - August 2013
OppenheimerFunds May 2012 - December 2012
Skills
Java, SDLC, Agile Methodologies, Data Analysis, Web Services, C++, Perl, SQL, Unix
Education
CUNY Medgar Evers College 2009 — 2013
Bachelor of Science (B.Sc.), Computer Science
David Getsie's OppenheimerFunds Experience August 1999 - June 2004
Job Vice President at Foros Group
Industry Financial Services
Experience
Foros Group May 2012 - Present
Deutsche Bank June 2006 - May 2012
OppenheimerFunds August 1999 - June 2004
Education
Columbia Business School 2004 — 2006
Master of Business Administration (M.B.A.)
Washington University in St. Louis 1995 — 1999
Backelor of Science, Finance / Marketing
Foros Group May 2012 - Present
Deutsche Bank June 2006 - May 2012
OppenheimerFunds August 1999 - June 2004
Education
Columbia Business School 2004 — 2006
Master of Business Administration (M.B.A.)
Washington University in St. Louis 1995 — 1999
Backelor of Science, Finance / Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY