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
Catherine Nesbitt-Hervey Catherine Nesbitt-Hervey's OppenheimerFunds Experience September 2011 - March 2012
Job Customer Care/ Warranty at Oakwood Homes
Industry Construction
Experience
Oakwood Homes, LLC August 2013 - Present
Sweet Life Nail Bar March 2012 - August 2013
OppenheimerFunds September 2011 - March 2012
Metamorphosis salon and spa June 2009 - May 2011
Skills
Customer Service, Analytical Skills, Teamwork, Microsoft Office, Multi Tasking, Team Building, Project Coordination, Highly Reliable, Communication, Morale, Time Management, Customer Retention, Leadership, Social Skills, Consistency, Highly detail oriented, Organizational..., Training, Payroll, Always Punctual, Sales, Microsoft Excel, Trusting Relationships, Economic Research, Business Ethics, Enthusiastic..., Analysis, Interpersonal..., Interviews, People Skills, Budgets, Contract Negotiation, Motivation, Quick Thinker, Honest, Communication Training, Team Effectiveness, Work Effectively, New Product Ideas, Prioritize Workload, Goal Analysis, Professional Ethics, Employee Training, Troubleshooting, Project Planning, Integration
Education
Western State Colorado University 2008 — 2011
Bachelor's degree, Economics and Business Administration
Fort Lewis College 2007 — 2008
Business, Management, Marketing, and Related Support Services
Oakwood Homes, LLC August 2013 - Present
Sweet Life Nail Bar March 2012 - August 2013
OppenheimerFunds September 2011 - March 2012
Metamorphosis salon and spa June 2009 - May 2011
Skills
Customer Service, Analytical Skills, Teamwork, Microsoft Office, Multi Tasking, Team Building, Project Coordination, Highly Reliable, Communication, Morale, Time Management, Customer Retention, Leadership, Social Skills, Consistency, Highly detail oriented, Organizational..., Training, Payroll, Always Punctual, Sales, Microsoft Excel, Trusting Relationships, Economic Research, Business Ethics, Enthusiastic..., Analysis, Interpersonal..., Interviews, People Skills, Budgets, Contract Negotiation, Motivation, Quick Thinker, Honest, Communication Training, Team Effectiveness, Work Effectively, New Product Ideas, Prioritize Workload, Goal Analysis, Professional Ethics, Employee Training, Troubleshooting, Project Planning, Integration
Education
Western State Colorado University 2008 — 2011
Bachelor's degree, Economics and Business Administration
Fort Lewis College 2007 — 2008
Business, Management, Marketing, and Related Support Services
Jeff Nowakowski Jeff Nowakowski's OppenheimerFunds Experience November 1996 - September 1998
Job Investment Operations Manager at Platte River Capital
Industry Capital Markets
Experience
Platte River Capital January 2015 - Present
Northfield Trading July 2012 - August 2014
Northfield Trading LLP December 2009 - July 2012
Rotella Capital Management August 2005 - November 2007
Northfield Trading LP September 1998 - June 2004
OppenheimerFunds November 1996 - September 1998
Susquehanna International Group January 1993 - April 1996
Skills
Trading, Options, Derivatives, Trading Strategies, Commodity, Hedge Funds, Electronic Trading, Trading Systems, Futures Trading, Equity Derivatives, Proprietary Trading, Currency, Hedging, Fixed Income, Commodities, Bloomberg, Bonds, Risk Management, FX, FX Options, Mutual Funds, Investments, Investment Banking, Capital Markets, Treasury Management, Risk Analysis, Interest Rate Hedging, Operations Management, Foreign Currency..., US Treasuries, Fixed Income Analysis, Charles River IMS, Financial Analysis, Advent, ERS, Portfolio Management, Fixed Income Portfolio..., Private Equity, Due Diligence, Financial Modeling, Petroleum, Project Management, Microsoft Office, Microsoft Excel, Equities, Financial Markets
Education
University of Colorado Denver 2013 — 2015
Masters of Science in Finance Risk Management, Risk Management
Drexel University - College of Business and Administration 1989 — 1994
Bachelor of Science, Economics
Platte River Capital January 2015 - Present
Northfield Trading July 2012 - August 2014
Northfield Trading LLP December 2009 - July 2012
Rotella Capital Management August 2005 - November 2007
Northfield Trading LP September 1998 - June 2004
OppenheimerFunds November 1996 - September 1998
Susquehanna International Group January 1993 - April 1996
Skills
Trading, Options, Derivatives, Trading Strategies, Commodity, Hedge Funds, Electronic Trading, Trading Systems, Futures Trading, Equity Derivatives, Proprietary Trading, Currency, Hedging, Fixed Income, Commodities, Bloomberg, Bonds, Risk Management, FX, FX Options, Mutual Funds, Investments, Investment Banking, Capital Markets, Treasury Management, Risk Analysis, Interest Rate Hedging, Operations Management, Foreign Currency..., US Treasuries, Fixed Income Analysis, Charles River IMS, Financial Analysis, Advent, ERS, Portfolio Management, Fixed Income Portfolio..., Private Equity, Due Diligence, Financial Modeling, Petroleum, Project Management, Microsoft Office, Microsoft Excel, Equities, Financial Markets
Education
University of Colorado Denver 2013 — 2015
Masters of Science in Finance Risk Management, Risk Management
Drexel University - College of Business and Administration 1989 — 1994
Bachelor of Science, Economics
Scott Fouss Scott Fouss's OppenheimerFunds Experience October 2013 - February 2014
Job Staff Accountant
Industry
Experience
Colorado Hospital Association January 2015 - May 2015
ExtenData September 2014 - November 2014
Indigo Water Group February 2014 - September 2014
OppenheimerFunds October 2013 - February 2014
Strater Hotel May 2012 - August 2012
Fort Lewis College January 2010 - January 2012
City of Englewood January 2006 - January 2011
Lewis College September 2009 - April 2010
Skills
Security, Hardware, Economics, Data Entry, Data Analysis, Customer Support, Video Editing, Software, Microsoft Office, PowerPoint, Team Leadership, Windows 7, Windows XP Pro, Antivirus, Account Management, Budgets, GAAP, Accounting, Time Management, Troubleshooting, Microsoft Word, Microsoft Excel, Leadership, QuickBooks
Education
Fort Lewis College 2008 — 2013
Fort Lewis College
B.A; B.A, Accounting; Economics
Colorado Hospital Association January 2015 - May 2015
ExtenData September 2014 - November 2014
Indigo Water Group February 2014 - September 2014
OppenheimerFunds October 2013 - February 2014
Strater Hotel May 2012 - August 2012
Fort Lewis College January 2010 - January 2012
City of Englewood January 2006 - January 2011
Lewis College September 2009 - April 2010
Skills
Security, Hardware, Economics, Data Entry, Data Analysis, Customer Support, Video Editing, Software, Microsoft Office, PowerPoint, Team Leadership, Windows 7, Windows XP Pro, Antivirus, Account Management, Budgets, GAAP, Accounting, Time Management, Troubleshooting, Microsoft Word, Microsoft Excel, Leadership, QuickBooks
Education
Fort Lewis College 2008 — 2013
Fort Lewis College
B.A; B.A, Accounting; Economics
Paul Alegi Paul Alegi's OppenheimerFunds Experience 1996 - 2000
Job Managing Partner Contego Capital Advisors
Industry Financial Services
Experience
Contego Capital Advisors 2009 - Present
Lincoln Financial Group 2008 - 2009
ING 2006 - 2008
Genworth Financial 2005 - 2006
American Express 2003 - 2005
Transamerica 2000 - 2003
OppenheimerFunds 1996 - 2000
Skills
Securities, Investments, Asset Management, Retirement, 401k, Banking, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Equities, Portfolio Management, Investment Strategies, Risk Management, Fixed Income, Investment Advisory, Customer Relations, Financial Analysis, Strategic Planning, Financial Advisory, Estate Planning, Employee Benefits, Public Speaking, Sales Management, IRA's, Succession Planning, Consultative Selling, Account Management, Financial Modeling, Problem Solving, Series 65, Strategic Financial..., Series 63, Investment Management, FINRA
Education
International Federation for Retirement Education 2004 — 2005
Certified Retirement Counselor, Economics
Six Sigma Certification 2003 — 2004
Executive Green Belt, Business Management
Securities Industry 1997 — 1997
Series 6, 63 and 65 Registrations, Finance
University of Maryland University College 1992 — 1993
History
Montgomery College 1990 — 1992
Elementary Education
Frostburg State University 1989 — 1990
History
Contego Capital Advisors 2009 - Present
Lincoln Financial Group 2008 - 2009
ING 2006 - 2008
Genworth Financial 2005 - 2006
American Express 2003 - 2005
Transamerica 2000 - 2003
OppenheimerFunds 1996 - 2000
Skills
Securities, Investments, Asset Management, Retirement, 401k, Banking, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Equities, Portfolio Management, Investment Strategies, Risk Management, Fixed Income, Investment Advisory, Customer Relations, Financial Analysis, Strategic Planning, Financial Advisory, Estate Planning, Employee Benefits, Public Speaking, Sales Management, IRA's, Succession Planning, Consultative Selling, Account Management, Financial Modeling, Problem Solving, Series 65, Strategic Financial..., Series 63, Investment Management, FINRA
Education
International Federation for Retirement Education 2004 — 2005
Certified Retirement Counselor, Economics
Six Sigma Certification 2003 — 2004
Executive Green Belt, Business Management
Securities Industry 1997 — 1997
Series 6, 63 and 65 Registrations, Finance
University of Maryland University College 1992 — 1993
History
Montgomery College 1990 — 1992
Elementary Education
Frostburg State University 1989 — 1990
History
Bathsheba Parker Bathsheba Parker's OppenheimerFunds Experience June 2007 - November 2008
Job Graphic Designer for the Downtown Alliance
Industry Graphic Design
Experience
Alliance for Downtown New York June 2012 - Present
Eco Africa Social Ventures 2013 - 2013
Kaplan Test Prep and Admissions August 2009 - June 2012
Brooklyn Public Library November 2008 - February 2009
OppenheimerFunds June 2007 - November 2008
Hay Market Group January 2008 - May 2008
Neo Design Group September 2006 - May 2007
SRT June 2006 - December 2006
Skills
Graphic Design, Logo Design, Layout, Posters, Brochures, Communication Design, Flyers, Business Cards, Typography, Branding & Identity, Adobe Creative Suite, Art Direction, Corporate Identity, Image Manipulation, Advertising, Graphics, Photography
Education
Fashion Institute of Technology 2006 — 2008
BFA, Graphic Design
Fashion Institute of Technology 2004 — 2006
A.A.S, Communication Design
Alliance for Downtown New York June 2012 - Present
Eco Africa Social Ventures 2013 - 2013
Kaplan Test Prep and Admissions August 2009 - June 2012
Brooklyn Public Library November 2008 - February 2009
OppenheimerFunds June 2007 - November 2008
Hay Market Group January 2008 - May 2008
Neo Design Group September 2006 - May 2007
SRT June 2006 - December 2006
Skills
Graphic Design, Logo Design, Layout, Posters, Brochures, Communication Design, Flyers, Business Cards, Typography, Branding & Identity, Adobe Creative Suite, Art Direction, Corporate Identity, Image Manipulation, Advertising, Graphics, Photography
Education
Fashion Institute of Technology 2006 — 2008
BFA, Graphic Design
Fashion Institute of Technology 2004 — 2006
A.A.S, Communication Design
Joseph Scarpelli Joseph Scarpelli's OppenheimerFunds Experience September 2010 - May 2012
Job Divisional Sales Manager BlackRock & iShares
Industry Investment Management
Experience
BlackRock September 2012 - Present
Rosecliff Capital May 2012 - August 2012
OppenheimerFunds September 2010 - May 2012
S&P Capital IQ April 2009 - September 2010
Olympia Capital Markets Group June 2006 - May 2009
UBS Wealth Management December 2005 - June 2006
Bank of New York Mellon December 2004 - December 2005
Skills
Series 63, Series 7, Mutual Funds, ETFs, Equities, Series 24, Series 65, Equity Research, Financial Modeling, Investment Management, Investment Banking, Fixed Income, Investments, Structured Finance, Bloomberg, Finance
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA
Fairfield University 1999 — 2003
BA, Economics
Ramapo High School 1995 — 1999
Investment Banking Institute - NYC 2008 — 2009
IB Certificate, Investment Banking
BlackRock September 2012 - Present
Rosecliff Capital May 2012 - August 2012
OppenheimerFunds September 2010 - May 2012
S&P Capital IQ April 2009 - September 2010
Olympia Capital Markets Group June 2006 - May 2009
UBS Wealth Management December 2005 - June 2006
Bank of New York Mellon December 2004 - December 2005
Skills
Series 63, Series 7, Mutual Funds, ETFs, Equities, Series 24, Series 65, Equity Research, Financial Modeling, Investment Management, Investment Banking, Fixed Income, Investments, Structured Finance, Bloomberg, Finance
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA
Fairfield University 1999 — 2003
BA, Economics
Ramapo High School 1995 — 1999
Investment Banking Institute - NYC 2008 — 2009
IB Certificate, Investment Banking
Janir Thorndike Janir Thorndike's OppenheimerFunds Experience January 2004 - August 2004
Job National Portfolio Manager at PlaceWise Media
Industry Marketing and Advertising
Experience
PlaceWise Media March 2014 - Present
Integrate.com June 2010 - November 2013
Maximo Producers Group May 2008 - May 2010
Thought Equity Motion March 2006 - April 2008
Thought Equity Motion March 2006 - September 2006
J.Scott Group Partners October 2004 - February 2006
OppenheimerFunds January 2004 - August 2004
eCollege 1999 - 2002
eCollege April 1999 - November 1999
Skills
Lead Generation, Digital Marketing, Email Marketing, Online Advertising, Mobile Marketing, Online Marketing, SEM, Start-ups, PPC, Sales, Google Adwords, Account Management, Customer Acquisition, Web Marketing, Advertising, Mobile, Mobile Devices, SEO, SaaS, CPL, Mobile Games, Mobile Advertising, Mobile Campaigns, Analytics, Direct Marketing, Digital Strategy, Mobile Applications, Search, Campaign Optimization, Mobile Strategy, Ad Tech, Mobile Phone Apps, Online Lead Generation, Affiliate Marketing, Software Development, New Business Development, Product Development
Education
University of Colorado at Boulder
Bachelor of Arts
Full Sail University 2009 — 2010
MS
Santa Fe CC 1998 — 1999
PlaceWise Media March 2014 - Present
Integrate.com June 2010 - November 2013
Maximo Producers Group May 2008 - May 2010
Thought Equity Motion March 2006 - April 2008
Thought Equity Motion March 2006 - September 2006
J.Scott Group Partners October 2004 - February 2006
OppenheimerFunds January 2004 - August 2004
eCollege 1999 - 2002
eCollege April 1999 - November 1999
Skills
Lead Generation, Digital Marketing, Email Marketing, Online Advertising, Mobile Marketing, Online Marketing, SEM, Start-ups, PPC, Sales, Google Adwords, Account Management, Customer Acquisition, Web Marketing, Advertising, Mobile, Mobile Devices, SEO, SaaS, CPL, Mobile Games, Mobile Advertising, Mobile Campaigns, Analytics, Direct Marketing, Digital Strategy, Mobile Applications, Search, Campaign Optimization, Mobile Strategy, Ad Tech, Mobile Phone Apps, Online Lead Generation, Affiliate Marketing, Software Development, New Business Development, Product Development
Education
University of Colorado at Boulder
Bachelor of Arts
Full Sail University 2009 — 2010
MS
Santa Fe CC 1998 — 1999
Cynthia A Harbison Cynthia A Harbison's OppenheimerFunds Experience 1999 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Seafield Center May 2011 - Present
U.S. Census Bureau 2009 - 2010
OppenheimerFunds 1999 - 2000
American Century Investments 1995 - 1999
The Benham Group 1979 - 1995
Skills
Customer Service, Public Speaking, Coaching, Strategic Planning, Team Leadership, Marketing, Process Improvement, Budgets, Mergers & Acquisitions, Vendor Management, Project Management, Financial Services, Mutual Funds, Leadership, Team Building, Strategy
Education
Foothill College
Henry M. Gunn High School
Seafield Center May 2011 - Present
U.S. Census Bureau 2009 - 2010
OppenheimerFunds 1999 - 2000
American Century Investments 1995 - 1999
The Benham Group 1979 - 1995
Skills
Customer Service, Public Speaking, Coaching, Strategic Planning, Team Leadership, Marketing, Process Improvement, Budgets, Mergers & Acquisitions, Vendor Management, Project Management, Financial Services, Mutual Funds, Leadership, Team Building, Strategy
Education
Foothill College
Henry M. Gunn High School
Steven Petz's OppenheimerFunds Experience December 1995 - March 1997
Job Service, Consultation, and Training
Industry Financial Services
Experience
Boston Financial Data Services and DST Systems, Inc. October 2009 - October 2014
Boston Financial Data Services October 2008 - October 2009
DST Systems May 2005 - October 2008
Boston Financial Data Services December 2002 - May 2005
Boston Financial Data Services February 2000 - December 2002
DST Systems July 1998 - February 2000
TIAA-CREF April 1997 - April 1998
OppenheimerFunds December 1995 - March 1997
U.S. Coast Guard August 1989 - December 1993
Skills
Microsoft Products:..., Virtual Classroom:..., Learning Management..., Instructional Design, Training, Financial Services, Coaching, Process Improvement, Leadership Development, Call Centers, Data Analysis, Business Analysis, E-Learning, Analysis, Performance Management, Customer Service, Leadership, Microsoft Office
Education
NetSpeed® Learning Solutions Certified Virtual Instructor 2012 — 2012
Certified Virtual Instructor
Development Dimensions International® Learning Systems certified instructor 2009 — 2009
Center for Effective Performance® Criterion-Referenced Instruction/Instructional Module Design certi 2008 — 2008
©Communico M.A.G.I.C.® customer relations instructor certification 2006 — 2006
Fort Hays State University 1987 — 1989
Undergraduate Studies
Boston Financial Data Services and DST Systems, Inc. October 2009 - October 2014
Boston Financial Data Services October 2008 - October 2009
DST Systems May 2005 - October 2008
Boston Financial Data Services December 2002 - May 2005
Boston Financial Data Services February 2000 - December 2002
DST Systems July 1998 - February 2000
TIAA-CREF April 1997 - April 1998
OppenheimerFunds December 1995 - March 1997
U.S. Coast Guard August 1989 - December 1993
Skills
Microsoft Products:..., Virtual Classroom:..., Learning Management..., Instructional Design, Training, Financial Services, Coaching, Process Improvement, Leadership Development, Call Centers, Data Analysis, Business Analysis, E-Learning, Analysis, Performance Management, Customer Service, Leadership, Microsoft Office
Education
NetSpeed® Learning Solutions Certified Virtual Instructor 2012 — 2012
Certified Virtual Instructor
Development Dimensions International® Learning Systems certified instructor 2009 — 2009
Center for Effective Performance® Criterion-Referenced Instruction/Instructional Module Design certi 2008 — 2008
©Communico M.A.G.I.C.® customer relations instructor certification 2006 — 2006
Fort Hays State University 1987 — 1989
Undergraduate Studies
Patrick Dougherty Patrick Dougherty's OppenheimerFunds Experience September 1998 - April 2008
Job Senior Vice President, Director at LaSalle Investment Management
Industry Investment Management
Experience
LaSalle Investment Management October 2014 - Present
American Century Investments April 2008 - October 2014
OppenheimerFunds September 1998 - April 2008
OppenheimerFunds December 1992 - April 2008
Skills
Mutual Funds, Series 7, Investments, Asset Allocation, Equities, Fixed Income, Series 63, Alternative Investments, Hedge Funds, Investment Strategies, Wealth Management, Investment Management
Education
Fairleigh Dickinson University 1984 — 1987
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
LaSalle Investment Management October 2014 - Present
American Century Investments April 2008 - October 2014
OppenheimerFunds September 1998 - April 2008
OppenheimerFunds December 1992 - April 2008
Skills
Mutual Funds, Series 7, Investments, Asset Allocation, Equities, Fixed Income, Series 63, Alternative Investments, Hedge Funds, Investment Strategies, Wealth Management, Investment Management
Education
Fairleigh Dickinson University 1984 — 1987
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Scott Peddie's OppenheimerFunds Experience October 2013 - February 2014
Job Project Coordinator at Comcast
Industry Information Technology and Services
Experience
Comcast September 2014 - Present
GreenEarth Cleaning October 2012 - March 2015
GreenEarth Cleaning June 2014 - November 2014
Charter Communications February 2014 - April 2014
OppenheimerFunds October 2013 - February 2014
Dreamquest Games April 2012 - September 2012
Fin Fury - Senior Capstone January 2012 - July 2012
DePaul University January 2010 - June 2012
Skills
Game Design, Photoshop, Process Improvement, Project Coordination, Unity3D, User Experience, Team-oriented, Game Prototyping, Game Testing, Unreal Engine 3, Maya, Communication, Microsoft Suites, UDK, Game Development, Video Games, Leadership, Management, Microsoft Office
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Video Game Design and Production, 3.6
Comcast September 2014 - Present
GreenEarth Cleaning October 2012 - March 2015
GreenEarth Cleaning June 2014 - November 2014
Charter Communications February 2014 - April 2014
OppenheimerFunds October 2013 - February 2014
Dreamquest Games April 2012 - September 2012
Fin Fury - Senior Capstone January 2012 - July 2012
DePaul University January 2010 - June 2012
Skills
Game Design, Photoshop, Process Improvement, Project Coordination, Unity3D, User Experience, Team-oriented, Game Prototyping, Game Testing, Unreal Engine 3, Maya, Communication, Microsoft Suites, UDK, Game Development, Video Games, Leadership, Management, Microsoft Office
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Video Game Design and Production, 3.6
Melissa Tucciarone Melissa Tucciarone's OppenheimerFunds Experience February 2015 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
UBS Financial Services June 2011 - January 2015
Education
Fordham University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
OppenheimerFunds February 2015 - Present
UBS Financial Services June 2011 - January 2015
Education
Fordham University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Sameer Bhatia Sameer Bhatia's OppenheimerFunds Experience July 2004 - October 2014
Job Technologist InterNetwork of Human Beings (IoH)
Industry Information Technology and Services
Experience
Blackhawk Network December 2014 - February 2015
OppenheimerFunds July 2004 - October 2014
UCCnet 2002 - 2004
MCI 2001 - 2002
SoftPros, Inc. 1995 - 2000
Siemens Information Systems Ltd 1993 - 1994
Digital Equipment Corporation 1991 - 1993
Skills
Web Services, SOA, Enterprise Architecture, Integration, XML, Java, Agile Methodologies, Scrum, Software Development, SDLC, Business Analysis, Requirements Analysis, SQL, Project Management, Oracle, Unix, Software Project..., Program Management, Weblogic, Business Intelligence, ITIL
Education
Delhi College of Engineering 1986 — 1990
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Blackhawk Network December 2014 - February 2015
OppenheimerFunds July 2004 - October 2014
UCCnet 2002 - 2004
MCI 2001 - 2002
SoftPros, Inc. 1995 - 2000
Siemens Information Systems Ltd 1993 - 1994
Digital Equipment Corporation 1991 - 1993
Skills
Web Services, SOA, Enterprise Architecture, Integration, XML, Java, Agile Methodologies, Scrum, Software Development, SDLC, Business Analysis, Requirements Analysis, SQL, Project Management, Oracle, Unix, Software Project..., Program Management, Weblogic, Business Intelligence, ITIL
Education
Delhi College of Engineering 1986 — 1990
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Sidney Baker, CRPC® Sidney Baker, CRPC®'s OppenheimerFunds Experience September 2014 - Present
Job The Provider of Insights on Financial Markets
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - September 2014
Ameriprise Financial Services, Inc. July 2011 - September 2013
Fannie Mae August 2009 - February 2011
Skills
Finance, Valuation, Financial Advisory, Real Estate, Retirement, Insurance, Retirement Planning, Stocks, Mutual Funds, Direct Sales, International Business, Wholesale, Strategic Communications, Investments, Hedge Funds, ERISA, Bonds, ETFs, Relationship Management, Business Development, Wealth Management, Financial Markets, Financial Planning
Education
Georgetown University - The McDonough School of Business 2005 — 2009
B.S, Finance & Marketing
OppenheimerFunds September 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - September 2014
Ameriprise Financial Services, Inc. July 2011 - September 2013
Fannie Mae August 2009 - February 2011
Skills
Finance, Valuation, Financial Advisory, Real Estate, Retirement, Insurance, Retirement Planning, Stocks, Mutual Funds, Direct Sales, International Business, Wholesale, Strategic Communications, Investments, Hedge Funds, ERISA, Bonds, ETFs, Relationship Management, Business Development, Wealth Management, Financial Markets, Financial Planning
Education
Georgetown University - The McDonough School of Business 2005 — 2009
B.S, Finance & Marketing
Joy Nelson Joy Nelson's OppenheimerFunds Experience September 2014 - Present
Job Sr. Compliance Specialist Electronic Records Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
Kiewit January 2014 - September 2014
PC Clinic October 1992 - August 2014
Kiewit January 2013 - December 2013
Kiewit January 2011 - January 2013
McPherson Hills Neighborhood Association September 2010 - August 2012
St. Albert Catholic Schools July 2001 - January 2011
St. Mark's Daycare and Preschool September 1991 - August 2001
Fourth Judicial District August 1999 - July 2001
Mutual of Omaha 1997 - 1999
Skills
Integrity, Listening to customers, Analytic Thinking, Work Ethic, Close Attention to..., Solid computer skills, Eager to learn new..., Team-oriented, Goal Oriented, Analysis, Software Documentation, Management, Project Management, Business Analysis, Customer Service, Leadership, Process Improvement, SharePoint
Education
Doane College 1986 — 1990
Bachelor of Science (B.S.), Business Administration
OppenheimerFunds September 2014 - Present
Kiewit January 2014 - September 2014
PC Clinic October 1992 - August 2014
Kiewit January 2013 - December 2013
Kiewit January 2011 - January 2013
McPherson Hills Neighborhood Association September 2010 - August 2012
St. Albert Catholic Schools July 2001 - January 2011
St. Mark's Daycare and Preschool September 1991 - August 2001
Fourth Judicial District August 1999 - July 2001
Mutual of Omaha 1997 - 1999
Skills
Integrity, Listening to customers, Analytic Thinking, Work Ethic, Close Attention to..., Solid computer skills, Eager to learn new..., Team-oriented, Goal Oriented, Analysis, Software Documentation, Management, Project Management, Business Analysis, Customer Service, Leadership, Process Improvement, SharePoint
Education
Doane College 1986 — 1990
Bachelor of Science (B.S.), Business Administration
Gordon Carter Loetz Gordon Carter Loetz's OppenheimerFunds Experience January 2015 - Present
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds March 2012 - December 2014
Beacon Financial Services January 2008 - March 2012
Business Development Group June 2011 - February 2012
Watermark June 2007 - January 2012
Skills
Investments, Financial Advisory, Asset Allocation, Securities, Finance, Microsoft Office, Strategy, Series 7, Series 63, Public Speaking, Customer Service, Social Media, Event Planning, Mutual Funds, Financial Analysis, Series 6, Salesforce.com, Defined Benefit, Alternative Investments, Wealth Management, Asset Management, Consulting
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration, Finance and Accounting
Severn School 1999 — 2006
OppenheimerFunds January 2015 - Present
OppenheimerFunds March 2012 - December 2014
Beacon Financial Services January 2008 - March 2012
Business Development Group June 2011 - February 2012
Watermark June 2007 - January 2012
Skills
Investments, Financial Advisory, Asset Allocation, Securities, Finance, Microsoft Office, Strategy, Series 7, Series 63, Public Speaking, Customer Service, Social Media, Event Planning, Mutual Funds, Financial Analysis, Series 6, Salesforce.com, Defined Benefit, Alternative Investments, Wealth Management, Asset Management, Consulting
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration, Finance and Accounting
Severn School 1999 — 2006
Elyse Handley Elyse Handley's OppenheimerFunds Experience January 2015 - March 2015
Job Clinical Research Coordinator at University of Colorado Anschutz Medical Campus
Industry Medical Practice
Experience
University of Colorado Anschutz Medical Campus April 2015 - Present
OppenheimerFunds January 2015 - March 2015
Pi Beta Phi Fraternity February 2013 - February 2014
National Jewish Health June 2013 - August 2013
Denison University Psychology Department January 2012 - May 2013
Sheridan Opera House June 2012 - August 2012
Colorado State Governor's Office of Policies and Initiatives June 2011 - August 2011
Skills
Research, Social Media, Customer Service, SPSS, Spanish, Public Relations, Marketing, Problem Solving, Event Planning, Microsoft Excel, Microsoft Office, JMP, PowerPoint, Human Resources, Nonprofits, Grant Writing
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Arcadia University in Granada, Spain
Spanish Culture and History
University of Colorado Anschutz Medical Campus April 2015 - Present
OppenheimerFunds January 2015 - March 2015
Pi Beta Phi Fraternity February 2013 - February 2014
National Jewish Health June 2013 - August 2013
Denison University Psychology Department January 2012 - May 2013
Sheridan Opera House June 2012 - August 2012
Colorado State Governor's Office of Policies and Initiatives June 2011 - August 2011
Skills
Research, Social Media, Customer Service, SPSS, Spanish, Public Relations, Marketing, Problem Solving, Event Planning, Microsoft Excel, Microsoft Office, JMP, PowerPoint, Human Resources, Nonprofits, Grant Writing
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Arcadia University in Granada, Spain
Spanish Culture and History
Dara Hesslein Dara Hesslein's OppenheimerFunds Experience June 2011 - August 2011
Job Product Development Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2013 - Present
Fragomen, Del Rey, Bernsen & Loewy August 2012 - July 2013
Franklin & Marshall College January 2012 - June 2012
OppenheimerFunds June 2011 - August 2011
American Cancer Society January 2011 - May 2011
OppenheimerFunds June 2010 - August 2010
Skills
Immigration Law, Community Outreach, Event Planning, Social Media, Client Relations Skills, Public Relations, Mutual Funds, Financial Markets, Data Analysis, Marketing Strategy, Market Research, Qualitative Research, Fundraisers, Microsoft Office, Morningstar Direct, Strategic Insights
Education
Franklin & Marshall College 2008 — 2012
B.A., Global Economics, 3.5 GPA
Parsons School of Design 2009 — 2009
Summer Intensive Graphic Design Student
Neuberger Berman September 2013 - Present
Fragomen, Del Rey, Bernsen & Loewy August 2012 - July 2013
Franklin & Marshall College January 2012 - June 2012
OppenheimerFunds June 2011 - August 2011
American Cancer Society January 2011 - May 2011
OppenheimerFunds June 2010 - August 2010
Skills
Immigration Law, Community Outreach, Event Planning, Social Media, Client Relations Skills, Public Relations, Mutual Funds, Financial Markets, Data Analysis, Marketing Strategy, Market Research, Qualitative Research, Fundraisers, Microsoft Office, Morningstar Direct, Strategic Insights
Education
Franklin & Marshall College 2008 — 2012
B.A., Global Economics, 3.5 GPA
Parsons School of Design 2009 — 2009
Summer Intensive Graphic Design Student
Carolyn Seras's OppenheimerFunds Experience May 2012 - September 2012
Job Executive Assistant to Chief Operating Officer and Chief Administrative & Relationship Officer
Industry Sports
Experience
Brooklyn Nets, Barclays Center, & New York Islanders April 2013 - Present
Brooklyn Nets, Barclays Center, & New York Islanders October 2012 - April 2013
OppenheimerFunds May 2012 - September 2012
Elon University Student Professional Development Center August 2011 - May 2012
Elon Volunteers May 2011 - May 2012
Skills
Event Planning, Public Relations, Facebook, Social Media Marketing, Social Media, PowerPoint, Social Networking, Project Management, Advertising, Newsletters, Marketing, Microsoft Office, Marketing Strategy, Integrated Marketing, Microsoft Word, Basic Photoshop, Word, Mac OS, InDesign, iMovie, Dreamweaver, Digital Marketing
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Marketing
Curtin University of Technology 2010 — 2010
n/a, Exchange program
Brooklyn Nets, Barclays Center, & New York Islanders April 2013 - Present
Brooklyn Nets, Barclays Center, & New York Islanders October 2012 - April 2013
OppenheimerFunds May 2012 - September 2012
Elon University Student Professional Development Center August 2011 - May 2012
Elon Volunteers May 2011 - May 2012
Skills
Event Planning, Public Relations, Facebook, Social Media Marketing, Social Media, PowerPoint, Social Networking, Project Management, Advertising, Newsletters, Marketing, Microsoft Office, Marketing Strategy, Integrated Marketing, Microsoft Word, Basic Photoshop, Word, Mac OS, InDesign, iMovie, Dreamweaver, Digital Marketing
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Marketing
Curtin University of Technology 2010 — 2010
n/a, Exchange program
Ray Pellecchia Ray Pellecchia's OppenheimerFunds Experience May 2015 - September 2015
Job Director, Media Relations at Financial Industry Regulatory Authority (FINRA)
Industry Public Relations and Communications
Experience
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
OppenheimerFunds May 2015 - September 2015
Zito Partners April 2013 - April 2015
NYSE Euronext January 2008 - December 2012
New York Stock Exchange/NYSE Group 2000 - 2007
New York Stock Exchange 1997 - 1999
New York Stock Exchange 1994 - 1996
New York Stock Exchange 1988 - 1993
Central Bergen Reporter / Northern Bergen Review / This Week 1980 - 1988
Skills
Media Relations, Speech Writing, Blogging, Social Media, Corporate Communications, Public Relations, Strategic Communications, Public Speaking, Editing, Internal Communications, Diversity, Newsletters, Investor Relations, Digital Media, Marketing Communications, Publicity, Content Development, Spokesperson, Press Releases, Facebook, Crisis Communications, Editorial, Financial Communications, Journalism, Corporate Blogging, Strategy, Corporate Social..., Content Strategy, Publications, Management, Social Media Marketing, Integrated Marketing, Crisis Management, Writing
Education
Fairleigh Dickinson University 1977 — 1981
B.A., Communications, Speech and Theater, Graduated magna Cum Laude
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
OppenheimerFunds May 2015 - September 2015
Zito Partners April 2013 - April 2015
NYSE Euronext January 2008 - December 2012
New York Stock Exchange/NYSE Group 2000 - 2007
New York Stock Exchange 1997 - 1999
New York Stock Exchange 1994 - 1996
New York Stock Exchange 1988 - 1993
Central Bergen Reporter / Northern Bergen Review / This Week 1980 - 1988
Skills
Media Relations, Speech Writing, Blogging, Social Media, Corporate Communications, Public Relations, Strategic Communications, Public Speaking, Editing, Internal Communications, Diversity, Newsletters, Investor Relations, Digital Media, Marketing Communications, Publicity, Content Development, Spokesperson, Press Releases, Facebook, Crisis Communications, Editorial, Financial Communications, Journalism, Corporate Blogging, Strategy, Corporate Social..., Content Strategy, Publications, Management, Social Media Marketing, Integrated Marketing, Crisis Management, Writing
Education
Fairleigh Dickinson University 1977 — 1981
B.A., Communications, Speech and Theater, Graduated magna Cum Laude
Melissa Boyack's OppenheimerFunds Experience August 1999 - March 2004
Job Coowner/Creative Director, Flight 9 Creative
Industry Graphic Design
Experience
Flight 9 Creative October 2013 - Present
Opal & Twig March 2010 - Present
Browncroft Creative 2003 - September 2013
OppenheimerFunds August 1999 - March 2004
Memorial Art Gallery of Rochester January 1999 - May 1999
Express Signs 1999 - 1999
Downstairs Cabaret Theatre October 1995 - May 1996
Skills
Marketing, Logo Design, Advertising, Creative Direction, Graphic Design, Copywriting, Social Media Marketing, Product Development, Art Direction, Online Advertising, Marketing Strategy, Marketing Communications, Web Design, Entrepreneurship, Creative Writing, Illustrator, Newsletters, Brochures, Layout, Illustration, Graphics, Event Management, Art, Brand Development, Fundraising, Adobe Creative Suite, Direct Mail, Branding & Identity, Creative Strategy
Education
Nazareth College 1996 — 1999
B.S., Magna Cum Laude, Fine Art
Fordham University 1989 — 1992
Theatre
Flight 9 Creative October 2013 - Present
Opal & Twig March 2010 - Present
Browncroft Creative 2003 - September 2013
OppenheimerFunds August 1999 - March 2004
Memorial Art Gallery of Rochester January 1999 - May 1999
Express Signs 1999 - 1999
Downstairs Cabaret Theatre October 1995 - May 1996
Skills
Marketing, Logo Design, Advertising, Creative Direction, Graphic Design, Copywriting, Social Media Marketing, Product Development, Art Direction, Online Advertising, Marketing Strategy, Marketing Communications, Web Design, Entrepreneurship, Creative Writing, Illustrator, Newsletters, Brochures, Layout, Illustration, Graphics, Event Management, Art, Brand Development, Fundraising, Adobe Creative Suite, Direct Mail, Branding & Identity, Creative Strategy
Education
Nazareth College 1996 — 1999
B.S., Magna Cum Laude, Fine Art
Fordham University 1989 — 1992
Theatre
Brad Calhoun Brad Calhoun's OppenheimerFunds Experience 2005 - 2007
Job Managing Director at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial 2011 - Present
ING Investment Management 2008 - 2010
Lincoln Financial Group 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Series 6, Series 7, Series 63, Series 65, Insurance Planning, Financial Planning, Financial Management, Financial Advisory, Disability Insurance, Insurance Management, Sales Management, Retirement Planning, Retirement Plans, Retirement Services, Retirement Solutions, Retirement Income..., Investments, Investment Advisory, Investment Products, Investment Strategies, Alternative Investments, Mutual Funds, IRA's, Roth IRA, Simple IRA, SEP, IRA Rollovers, Annuities, Strategic Financial..., Training & Development
Education
Regis University
MBA
Georgia Southern University
Bachelor
Shoemaker Financial 2011 - Present
ING Investment Management 2008 - 2010
Lincoln Financial Group 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Series 6, Series 7, Series 63, Series 65, Insurance Planning, Financial Planning, Financial Management, Financial Advisory, Disability Insurance, Insurance Management, Sales Management, Retirement Planning, Retirement Plans, Retirement Services, Retirement Solutions, Retirement Income..., Investments, Investment Advisory, Investment Products, Investment Strategies, Alternative Investments, Mutual Funds, IRA's, Roth IRA, Simple IRA, SEP, IRA Rollovers, Annuities, Strategic Financial..., Training & Development
Education
Regis University
MBA
Georgia Southern University
Bachelor
Paul Tkacz Paul Tkacz's OppenheimerFunds Experience January 2004 - December 2007
Job Sales Professional at ADT
Industry Security and Investigations
Experience
ADT September 2014 - Present
GMB North America, Inc. April 2012 - February 2014
GMB North America, Inc. May 2010 - April 2012
Avionic Instruments March 2008 - February 2009
OppenheimerFunds January 2004 - December 2007
J.Crew November 2003 - January 2004
Computershare US December 2002 - January 2004
Lindt & Sprungli November 2001 - May 2002
Skills
Microsoft Office, Automotive Aftermarket, Microsoft Excel, Social Media, Sales Management, Data Analysis, Customer Satisfaction, Profit, Customer Service, Clerical Skills, Product Development, Inventory Management, Sales, Market Research, Trade Shows, Telephone Skills, Inventory Control, Market Analysis, Negotiation
Education
DeVry University
Communications
Sayreville War Memorial High School
ADT September 2014 - Present
GMB North America, Inc. April 2012 - February 2014
GMB North America, Inc. May 2010 - April 2012
Avionic Instruments March 2008 - February 2009
OppenheimerFunds January 2004 - December 2007
J.Crew November 2003 - January 2004
Computershare US December 2002 - January 2004
Lindt & Sprungli November 2001 - May 2002
Skills
Microsoft Office, Automotive Aftermarket, Microsoft Excel, Social Media, Sales Management, Data Analysis, Customer Satisfaction, Profit, Customer Service, Clerical Skills, Product Development, Inventory Management, Sales, Market Research, Trade Shows, Telephone Skills, Inventory Control, Market Analysis, Negotiation
Education
DeVry University
Communications
Sayreville War Memorial High School
Ellen Gutierrez Ellen Gutierrez's OppenheimerFunds Experience 2013 - Present
Job Business Development Services at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2013 - Present
AllianceBernstein 2009 - 2012
AllianceBernstein 2007 - 2009
AllianceBernstein 2001 - 2007
Committee to Protect Journalists 1999 - 2001
Skills
Client Service, Team Leadership, Change Management, Project Management, Outsourcing, Business Communications, RFP, People Management, Decision Making, Results Oriented, Risk Management, Front Office Operations, Management, Investments, Financial Services, Business Analysis
Education
Georgetown University
Westminster School
OppenheimerFunds 2013 - Present
AllianceBernstein 2009 - 2012
AllianceBernstein 2007 - 2009
AllianceBernstein 2001 - 2007
Committee to Protect Journalists 1999 - 2001
Skills
Client Service, Team Leadership, Change Management, Project Management, Outsourcing, Business Communications, RFP, People Management, Decision Making, Results Oriented, Risk Management, Front Office Operations, Management, Investments, Financial Services, Business Analysis
Education
Georgetown University
Westminster School
Meaghan O'Brien's OppenheimerFunds Experience September 2009 - February 2010
Job Proposal Writer
Industry Financial Services
Experience
Third Avenue Management February 2010 - February 2013
OppenheimerFunds September 2009 - February 2010
OppenheimerFunds November 2004 - April 2008
JPMorgan Chase May 2002 - November 2004
Citigroup July 1999 - April 2002
Skills
Asset Management, Excel, Word, Client Services, Marketing Communications, Proposal Writing, Writing, Microsoft Office
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Marketing
Villanova University 1995 — 1999
BS, Finance
Third Avenue Management February 2010 - February 2013
OppenheimerFunds September 2009 - February 2010
OppenheimerFunds November 2004 - April 2008
JPMorgan Chase May 2002 - November 2004
Citigroup July 1999 - April 2002
Skills
Asset Management, Excel, Word, Client Services, Marketing Communications, Proposal Writing, Writing, Microsoft Office
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Marketing
Villanova University 1995 — 1999
BS, Finance
Paul Bovi Paul Bovi's OppenheimerFunds Experience 1983 - 1996
Job Securities Professional; Gaming Expert
Industry Financial Services
Experience
Hollywood Atrium June 1996 - August 2008
OppenheimerFunds 1983 - 1996
Skills
Securities outside..., Sales, Public Speaking, Social Media, Investments, Business Strategy, Finance, Radio, Customer Service, Series 7, Entrepreneurship, Management, Sports, Financial Analysis, Social Media Marketing, Sales Management, Securities, Marketing Strategy, Public Relations, Strategic Planning, Social Networking, PowerPoint, New Business Development, Team Building, Asset Management
Education
Florida Atlantic University
BBA, Marketing, Law, Graduate Studies in Accounting
Hollywood Atrium June 1996 - August 2008
OppenheimerFunds 1983 - 1996
Skills
Securities outside..., Sales, Public Speaking, Social Media, Investments, Business Strategy, Finance, Radio, Customer Service, Series 7, Entrepreneurship, Management, Sports, Financial Analysis, Social Media Marketing, Sales Management, Securities, Marketing Strategy, Public Relations, Strategic Planning, Social Networking, PowerPoint, New Business Development, Team Building, Asset Management
Education
Florida Atlantic University
BBA, Marketing, Law, Graduate Studies in Accounting
Alex Degernes Alex Degernes's OppenheimerFunds Experience May 2012 - July 2013
Job Sr. Portfolio Compliance Analyst at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton Investments July 2013 - Present
OppenheimerFunds May 2012 - July 2013
Aberdeen Asset Management February 2009 - May 2012
Skills
Fixed Income, Mutual Funds, Asset Managment, Equities, Investments, Securities, Alternative Investments, Charles River IMS, Investment Advisory
Education
Drew University 2005 — 2008
BA, Economics
Georgia Southern University
Master of Science (M.S.), Applied Economics
Franklin Templeton Investments July 2013 - Present
OppenheimerFunds May 2012 - July 2013
Aberdeen Asset Management February 2009 - May 2012
Skills
Fixed Income, Mutual Funds, Asset Managment, Equities, Investments, Securities, Alternative Investments, Charles River IMS, Investment Advisory
Education
Drew University 2005 — 2008
BA, Economics
Georgia Southern University
Master of Science (M.S.), Applied Economics
Greg Colburn Greg Colburn's OppenheimerFunds Experience May 2011 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Specialized Loan Servicing, LLC May 2013 - Present
OppenheimerFunds May 2011 - April 2013
VISA INC January 1999 - November 2010
Language Institute and Berlitz September 1998 - May 2004
United Methodist Church August 1998 - February 2001
Healthcare Automation, Inc January 1996 - January 1998
TLC Pet Sitters October 1994 - March 1996
MCI Communications, Inc July 1989 - September 1994
Skills
Spanish, Customer Service, Series 6 securities..., MS Outlook, Word and..., Customer Satisfaction, Call Center, Microsoft Office
Education
Frostburg State University 1984 — 1989
BA, Spanish Literature
Lee Hecht Harrison 2010 — 2011
Career Pathing and Development
Franklin High School 1981 — 1984
Diploma, Spanish, Music
Specialized Loan Servicing, LLC May 2013 - Present
OppenheimerFunds May 2011 - April 2013
VISA INC January 1999 - November 2010
Language Institute and Berlitz September 1998 - May 2004
United Methodist Church August 1998 - February 2001
Healthcare Automation, Inc January 1996 - January 1998
TLC Pet Sitters October 1994 - March 1996
MCI Communications, Inc July 1989 - September 1994
Skills
Spanish, Customer Service, Series 6 securities..., MS Outlook, Word and..., Customer Satisfaction, Call Center, Microsoft Office
Education
Frostburg State University 1984 — 1989
BA, Spanish Literature
Lee Hecht Harrison 2010 — 2011
Career Pathing and Development
Franklin High School 1981 — 1984
Diploma, Spanish, Music
Jason Bach, CFP Jason Bach, CFP's OppenheimerFunds Experience 1998 - 2003
Job I work closely with our financial advisors to help them write their Next Best Chapter™ in the business.
Industry Financial Services
Experience
MassMutual Dallas - Fort Worth 2010 - Present
MassMutual Financial Group 2003 - Present
OppenheimerFunds 1998 - 2003
John Nuveen, INC. October 1993 - July 1998
Education
Florida Atlantic University 1989 — 1993
Finance
MassMutual Dallas - Fort Worth 2010 - Present
MassMutual Financial Group 2003 - Present
OppenheimerFunds 1998 - 2003
John Nuveen, INC. October 1993 - July 1998
Education
Florida Atlantic University 1989 — 1993
Finance
Matt Mann, PMP Matt Mann, PMP's OppenheimerFunds Experience August 1997 - January 2006
Job Senior Project Manager ~ Highlands Ranch, Colorado at Diebold
Industry Financial Services
Experience
Diebold ~ North America Operations June 2011 - Present
Denver Health July 2010 - June 2011
Great-West Life and Annuity Insurance Company February 2009 - December 2009
Presbyterian Healthcare Services April 2008 - January 2009
Matt Mann Consulting, LLC March 2007 - January 2009
Charles Schwab January 2006 - March 2007
OppenheimerFunds August 1997 - January 2006
Skills
Cross-functional Team..., Six Sigma, CRM, Process Improvement, Project Management..., Lean Six Sigma Black...
Education
University of Denver 2002 — 2005
Master of Applied Science in Technology Management with a Leadership emphasis
Drake University 1993 — 1995
Bachelor of Science in Business Management with an Economics emphasis
Diebold ~ North America Operations June 2011 - Present
Denver Health July 2010 - June 2011
Great-West Life and Annuity Insurance Company February 2009 - December 2009
Presbyterian Healthcare Services April 2008 - January 2009
Matt Mann Consulting, LLC March 2007 - January 2009
Charles Schwab January 2006 - March 2007
OppenheimerFunds August 1997 - January 2006
Skills
Cross-functional Team..., Six Sigma, CRM, Process Improvement, Project Management..., Lean Six Sigma Black...
Education
University of Denver 2002 — 2005
Master of Applied Science in Technology Management with a Leadership emphasis
Drake University 1993 — 1995
Bachelor of Science in Business Management with an Economics emphasis
Ryan Mullaney Ryan Mullaney's OppenheimerFunds Experience June 2014 - August 2014
Job Intern of Taxable Fixed Income Product Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - August 2014
Citi July 2013 - August 2013
TOG: The Osman Group, Sports Consulting February 2010 - August 2012
Skills
Market Analysis, Market Research, Data Analysis, Marketing, Microsoft Excel, Morningstar, Fixed Income, Mutual Funds, Analysis
Education
Franklin & Marshall College 2011 — 2014
Bachelor of Arts (B.A.), Economics
The Belmont Hill School 2004 — 2010
High School Degree
OppenheimerFunds June 2014 - August 2014
Citi July 2013 - August 2013
TOG: The Osman Group, Sports Consulting February 2010 - August 2012
Skills
Market Analysis, Market Research, Data Analysis, Marketing, Microsoft Excel, Morningstar, Fixed Income, Mutual Funds, Analysis
Education
Franklin & Marshall College 2011 — 2014
Bachelor of Arts (B.A.), Economics
The Belmont Hill School 2004 — 2010
High School Degree
Casey Walker's OppenheimerFunds Experience August 2014 - Present
Job Board Relations Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
OppenheimerFunds May 2012 - August 2014
Goldman Sachs Asset Management August 2010 - July 2012
Goldman Sachs June 2008 - August 2010
Goldman Sachs June 2007 - August 2007
Skills
Bloomberg, Series 7, Fixed Income, Equities, Hedge Funds, Business Development, Securities, Asset Management, Mutual Funds, Series 63, Derivatives, Financial Services, Investments, Portfolio Management, Investment Banking, Financial Modeling, Capital Markets, Settlement
Education
DePauw University 2004 — 2008
Bachelors, Sociology
OppenheimerFunds August 2014 - Present
OppenheimerFunds May 2012 - August 2014
Goldman Sachs Asset Management August 2010 - July 2012
Goldman Sachs June 2008 - August 2010
Goldman Sachs June 2007 - August 2007
Skills
Bloomberg, Series 7, Fixed Income, Equities, Hedge Funds, Business Development, Securities, Asset Management, Mutual Funds, Series 63, Derivatives, Financial Services, Investments, Portfolio Management, Investment Banking, Financial Modeling, Capital Markets, Settlement
Education
DePauw University 2004 — 2008
Bachelors, Sociology
Ivan DelRio Ivan DelRio's OppenheimerFunds Experience June 2012 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2012 - Present
Chase Investment Services Corp. November 2010 - June 2012
John Thomas Financial June 2010 - October 2010
Prestige Financial Services September 2008 - June 2010
Education
Florida International University 2004 — 2008
Bachelor, Business Administration; Business Management
Archbishop Coleman F. Carroll High School
OppenheimerFunds June 2012 - Present
Chase Investment Services Corp. November 2010 - June 2012
John Thomas Financial June 2010 - October 2010
Prestige Financial Services September 2008 - June 2010
Education
Florida International University 2004 — 2008
Bachelor, Business Administration; Business Management
Archbishop Coleman F. Carroll High School
Christopher Rolling's OppenheimerFunds Experience June 2013 - August 2013
Job Intern at GoldenTree Asset Management
Industry Banking
Experience
GoldenTree Asset Management March 2014 - Present
OppenheimerFunds June 2013 - August 2013
Baker Tilly Search & Staffing June 2011 - April 2012
Skills
Community Outreach, Phenomenology, Strategy, Recruiting, Strategic Planning, Education
Education
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Economics/Philosophy, Class of 2015
GoldenTree Asset Management March 2014 - Present
OppenheimerFunds June 2013 - August 2013
Baker Tilly Search & Staffing June 2011 - April 2012
Skills
Community Outreach, Phenomenology, Strategy, Recruiting, Strategic Planning, Education
Education
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Economics/Philosophy, Class of 2015
Chris Evans, MBA Chris Evans, MBA's OppenheimerFunds Experience July 2015 - Present
Job 529 Supervisor and Relationship Manager, Operations at OppenheimerFunds
Industry Nonprofit Organization Management
Experience
OppenheimerFunds July 2015 - Present
OppenheimerFunds October 2013 - July 2015
OppenheimerFunds July 2012 - September 2013
City and County of Denver April 2012 - July 2012
Deer Creek Church September 2010 - July 2012
Northwoods Community Church January 2006 - June 2010
Skills
Public Speaking, Administration, Data Analysis, Change Management, Team Management, System Administration
Education
Florida International University - College of Business 2011 — 2012
MBA, Business
Moody Bible Institute 2002 — 2006
Bachelors of Science, Biblical Studies
OppenheimerFunds July 2015 - Present
OppenheimerFunds October 2013 - July 2015
OppenheimerFunds July 2012 - September 2013
City and County of Denver April 2012 - July 2012
Deer Creek Church September 2010 - July 2012
Northwoods Community Church January 2006 - June 2010
Skills
Public Speaking, Administration, Data Analysis, Change Management, Team Management, System Administration
Education
Florida International University - College of Business 2011 — 2012
MBA, Business
Moody Bible Institute 2002 — 2006
Bachelors of Science, Biblical Studies
Victoria Best's OppenheimerFunds Experience April 1997 - July 2004
Job Sales and Investments
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Ruoff Realty August 2004 - Present
OppenheimerFunds April 1997 - July 2004
Education
Fairfield University 1988 — 1992
B.S., Finance
Ameriprise Financial Services, Inc. November 2011 - Present
Ruoff Realty August 2004 - Present
OppenheimerFunds April 1997 - July 2004
Education
Fairfield University 1988 — 1992
B.S., Finance
Geet Bhatt Geet Bhatt's OppenheimerFunds Experience June 2011 - August 2011
Job Investment Banking Analyst at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital September 2013 - Present
Global Vision Magazine September 2009 - April 2015
Morningstar July 2012 - August 2013
OppenheimerFunds June 2011 - August 2011
The Westchester Group May 2009 - March 2011
Skills
Financial Markets, Development Economics, Equity Research, Commodity, Valuation, Economics, Strategy, Emerging Markets, Financial Modeling, Corporate Finance, Competitive Analysis, Private Equity, Corporate Development, Investment Banking, Project Finance, Mergers & Acquisitions, Investments
Education
Emory University 2008 — 2012
BA, Economics
Marathon Capital September 2013 - Present
Global Vision Magazine September 2009 - April 2015
Morningstar July 2012 - August 2013
OppenheimerFunds June 2011 - August 2011
The Westchester Group May 2009 - March 2011
Skills
Financial Markets, Development Economics, Equity Research, Commodity, Valuation, Economics, Strategy, Emerging Markets, Financial Modeling, Corporate Finance, Competitive Analysis, Private Equity, Corporate Development, Investment Banking, Project Finance, Mergers & Acquisitions, Investments
Education
Emory University 2008 — 2012
BA, Economics
Nicole Telgenhoff's OppenheimerFunds Experience November 2013 - Present
Job Financial Services Representative at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2013 - Present
Massage Therapist October 2003 - Present
Life Time Fitness November 2010 - November 2013
Heads Up Salon May 2011 - June 2012
Saddle Rock Salon October 2003 - April 2011
INVESCO Funds Group 1996 - 2002
Skills
Swedish, Therapeutic Massage, Deep Tissue Massage, Wellness, Research, Customer Service, Fitness, Public Speaking, Reflexology, Stress Management, Neuromuscular, Therapists, Sports, Pain Management, Muscle Pain, Chair Massage, Stretching, Small Business, Holistic Health, Trigger Point Therapy, Spa, Healing, Wellbeing, Myofascial Release, Medical Massage, Neuromuscular Therapy
Education
Boulder College of Massage Therapy 2002 — 2003
Massage Therapy
Emporia State University 1991 — 1995
BS, Finance
OppenheimerFunds November 2013 - Present
Massage Therapist October 2003 - Present
Life Time Fitness November 2010 - November 2013
Heads Up Salon May 2011 - June 2012
Saddle Rock Salon October 2003 - April 2011
INVESCO Funds Group 1996 - 2002
Skills
Swedish, Therapeutic Massage, Deep Tissue Massage, Wellness, Research, Customer Service, Fitness, Public Speaking, Reflexology, Stress Management, Neuromuscular, Therapists, Sports, Pain Management, Muscle Pain, Chair Massage, Stretching, Small Business, Holistic Health, Trigger Point Therapy, Spa, Healing, Wellbeing, Myofascial Release, Medical Massage, Neuromuscular Therapy
Education
Boulder College of Massage Therapy 2002 — 2003
Massage Therapy
Emporia State University 1991 — 1995
BS, Finance
Gerald Brace Gerald Brace's OppenheimerFunds Experience January 1999 - August 2002
Job MD at AlphaCentric Asset Mgmt
Industry Financial Services
Experience
AlphaCentric Asset Mgmt July 2014 - Present
Multi-Funds, Inc. July 2011 - Present
Northwestern Mutual February 2009 - July 2011
Claymore Securities August 2007 - October 2008
Evergreen Investments August 2004 - July 2007
Oppenheimerfunds January 1999 - August 2002
Bankers Trust 1998 - 2000
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Series 6, Closed-end Funds, Asset Managment, Investments, Series 65, Investment Strategies, Series 24, Fixed Annuities, Securities, Retirement, Uniform Combined State..., Retirement Planning, Investment Advisory, Asset Management, Hedge Funds, Financial Advisory, FINRA, Wealth Management
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
St. John Fisher College 1989 — 1992
BA, economics
St. Anthony's HS 1986 — 1989
AlphaCentric Asset Mgmt July 2014 - Present
Multi-Funds, Inc. July 2011 - Present
Northwestern Mutual February 2009 - July 2011
Claymore Securities August 2007 - October 2008
Evergreen Investments August 2004 - July 2007
Oppenheimerfunds January 1999 - August 2002
Bankers Trust 1998 - 2000
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Series 6, Closed-end Funds, Asset Managment, Investments, Series 65, Investment Strategies, Series 24, Fixed Annuities, Securities, Retirement, Uniform Combined State..., Retirement Planning, Investment Advisory, Asset Management, Hedge Funds, Financial Advisory, FINRA, Wealth Management
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
St. John Fisher College 1989 — 1992
BA, economics
St. Anthony's HS 1986 — 1989
Penny Heatherington Penny Heatherington's OppenheimerFunds Experience March 1999 - January 2009
Job Human Resources Generalist at Denver Art Museum
Industry Financial Services
Experience
Denver Art Museum July 2014 - January 2015
Denver Art Museum October 2012 - February 2013
Denver Art Museum July 2009 - December 2012
Denver Art Museum June 2010 - May 2012
Denver Art Museum 2012 - 2012
Denver Art Museum May 2010 - March 2011
Denver Art Museum September 2009 - April 2010
OppenheimerFunds March 1999 - January 2009
University College, University of Denver September 1999 - December 1999
Inteliant (Previously The Performance Group) September 1997 - February 1999
Skills
Microsoft Word, SharePoint, Visio, PowerPoint, Microsoft Excel, Program Management, Process Improvement, Project Management, Requirements Analysis, Customer Service, Software Documentation, Management, Business Analysis, Change Management, Time Management, Technical Writing, Team Leadership, Research, Event Planning, Analysis, Fundraising, Team Building, Business Process..., Project Planning, MS Project, Leadership, Data Analysis, Strategic Planning, Access, Microsoft Office, Training, Nonprofits, Human Resources, Recruiting, Public Speaking, Volunteer Management, Budgets, Community Outreach, Editing, Proposal Writing, Event Management, Organizational..., Grant Writing, Museums, Social Media, Social Networking, Program Development, History, Microsoft Project
Education
George Mason University 1989 — 1995
Masters in Information Systems, Information Systems
The George Washington University 1983 — 1984
Certificate, Information Systems
Boston Conservatory of Music 1971 — 1976
Bachelor of Fine Arts, Dance
Denver Art Museum July 2014 - January 2015
Denver Art Museum October 2012 - February 2013
Denver Art Museum July 2009 - December 2012
Denver Art Museum June 2010 - May 2012
Denver Art Museum 2012 - 2012
Denver Art Museum May 2010 - March 2011
Denver Art Museum September 2009 - April 2010
OppenheimerFunds March 1999 - January 2009
University College, University of Denver September 1999 - December 1999
Inteliant (Previously The Performance Group) September 1997 - February 1999
Skills
Microsoft Word, SharePoint, Visio, PowerPoint, Microsoft Excel, Program Management, Process Improvement, Project Management, Requirements Analysis, Customer Service, Software Documentation, Management, Business Analysis, Change Management, Time Management, Technical Writing, Team Leadership, Research, Event Planning, Analysis, Fundraising, Team Building, Business Process..., Project Planning, MS Project, Leadership, Data Analysis, Strategic Planning, Access, Microsoft Office, Training, Nonprofits, Human Resources, Recruiting, Public Speaking, Volunteer Management, Budgets, Community Outreach, Editing, Proposal Writing, Event Management, Organizational..., Grant Writing, Museums, Social Media, Social Networking, Program Development, History, Microsoft Project
Education
George Mason University 1989 — 1995
Masters in Information Systems, Information Systems
The George Washington University 1983 — 1984
Certificate, Information Systems
Boston Conservatory of Music 1971 — 1976
Bachelor of Fine Arts, Dance
Jingwei Qiao Jingwei Qiao's OppenheimerFunds Experience April 2006 - May 2007
Job Executive director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
OppenheimerFunds April 2006 - May 2007
Evergreen Investments November 2004 - March 2006
ING Investment Management June 2003 - November 2004
Skills
Fixed Income, Portfolio Management, Risk Management, Hedge Funds, Financial Risk, Finance, Analysis, Hedging, ABS, Currency, Enterprise Software, Stress Testing, Derivatives, Trading Systems, Equities, Investments
Education
Georgia Institute of Technology 2001 — 2002
Master of Science (M.S.), Quantitative Finance
Renmin University of China 1996 — 2000
Bachelor of Arts (BA), Commodity science
Qin Huangdao No. 1
Renmin University of China
JPMorgan Chase July 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
OppenheimerFunds April 2006 - May 2007
Evergreen Investments November 2004 - March 2006
ING Investment Management June 2003 - November 2004
Skills
Fixed Income, Portfolio Management, Risk Management, Hedge Funds, Financial Risk, Finance, Analysis, Hedging, ABS, Currency, Enterprise Software, Stress Testing, Derivatives, Trading Systems, Equities, Investments
Education
Georgia Institute of Technology 2001 — 2002
Master of Science (M.S.), Quantitative Finance
Renmin University of China 1996 — 2000
Bachelor of Arts (BA), Commodity science
Qin Huangdao No. 1
Renmin University of China
Rick Casagrande Rick Casagrande's OppenheimerFunds Experience March 2012 - Present
Job Product Manager
Industry Financial Services
Experience
OppenheimerFunds March 2012 - Present
BNP Paribas January 2007 - August 2009
Skills
Marketing, Financial Modeling, Competitive Analysis, Product Management, Product Development, Fixed Income, Alternative Investments, Analysis, Bloomberg, Bonds, Equities, Finance, Investments, Mergers, Valuation
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA), Finance Focus
University of Michigan 2001 — 2005
BA, Economics and Sociology
OppenheimerFunds March 2012 - Present
BNP Paribas January 2007 - August 2009
Skills
Marketing, Financial Modeling, Competitive Analysis, Product Management, Product Development, Fixed Income, Alternative Investments, Analysis, Bloomberg, Bonds, Equities, Finance, Investments, Mergers, Valuation
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA), Finance Focus
University of Michigan 2001 — 2005
BA, Economics and Sociology
Chase Thomas Chase Thomas's OppenheimerFunds Experience April 2014 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds April 2014 - Present
OppenheimerFunds September 2012 - March 2014
Steamboat Restaurant Group January 2007 - May 2012
Education
Gettysburg College
BA, Business Management
OppenheimerFunds April 2014 - Present
OppenheimerFunds September 2012 - March 2014
Steamboat Restaurant Group January 2007 - May 2012
Education
Gettysburg College
BA, Business Management
Nom Deavers Nom Deavers's OppenheimerFunds Experience October 2005 - September 2010
Job Senior Analyst Settlements Desk at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds October 2005 - September 2010
Gazpacho New Mexican Restaurant August 2001 - September 2005
TCD The Commercial Division July 1998 - August 2001
Skills
Futures, Settlement Services, Equities, Mutual Funds, Fund Administration, Options, Bonds, Economics, Due Diligence, Financial Services, Bloomberg Terminal, Business Analysis, Financial Reporting, Financial Analysis
Education
Fort Lewis College 2001 — 2005
Bachelor of Arts (B.A.), Finance, General, GPA: 3.98
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds October 2005 - September 2010
Gazpacho New Mexican Restaurant August 2001 - September 2005
TCD The Commercial Division July 1998 - August 2001
Skills
Futures, Settlement Services, Equities, Mutual Funds, Fund Administration, Options, Bonds, Economics, Due Diligence, Financial Services, Bloomberg Terminal, Business Analysis, Financial Reporting, Financial Analysis
Education
Fort Lewis College 2001 — 2005
Bachelor of Arts (B.A.), Finance, General, GPA: 3.98
Madeline Delianides Madeline Delianides's OppenheimerFunds Experience 2010 - 2014
Job Executive Director Marketing Operations at The New York Times
Industry Financial Services
Experience
The New York Times January 2015 - Present
OppenheimerFunds 2010 - 2014
American Express 2007 - 2010
American Express 2004 - 2007
American Express 2003 - 2004
American Express 1998 - 2002
Skills
Vendor Management, Business Process..., Program Management, P&L Accountability, Direct Marketing, Cross-functional Team..., Leadership, Database Marketing, Segmentation, Analytics, Financial Services, Relationship Management, Strategy, Multi-channel Marketing, Customer Acquisition, Strategic Partnerships, CRM, Modeling, Data-driven Marketing, Marketing Strategy, Audience Analysis, Audience Segmentation, Customer Experience, Strategic Planning, Credit Cards, Campaign Management, Marketing, Business Process, Analysis, B2B, Change Management, Thought Leadership, Mentoring, Integration, Management
Education
Hofstra University
MBA, Finance
Georgia Institute of Technology
Bachelor, Electrical Engineering
The New York Times January 2015 - Present
OppenheimerFunds 2010 - 2014
American Express 2007 - 2010
American Express 2004 - 2007
American Express 2003 - 2004
American Express 1998 - 2002
Skills
Vendor Management, Business Process..., Program Management, P&L Accountability, Direct Marketing, Cross-functional Team..., Leadership, Database Marketing, Segmentation, Analytics, Financial Services, Relationship Management, Strategy, Multi-channel Marketing, Customer Acquisition, Strategic Partnerships, CRM, Modeling, Data-driven Marketing, Marketing Strategy, Audience Analysis, Audience Segmentation, Customer Experience, Strategic Planning, Credit Cards, Campaign Management, Marketing, Business Process, Analysis, B2B, Change Management, Thought Leadership, Mentoring, Integration, Management
Education
Hofstra University
MBA, Finance
Georgia Institute of Technology
Bachelor, Electrical Engineering
Serena Moroukian's OppenheimerFunds Experience June 2014 - August 2014
Job Project Controller Analyst at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte July 2015 - Present
OppenheimerFunds June 2014 - August 2014
The Leukemia & Lymphoma Society July 2012 - January 2014
Maggie's Gift Shop June 2013 - August 2013
Niskayuna High School September 2011 - December 2012
Skills
Microsoft Word, Teamwork, Team Leadership, Illustrator, Photoshop, Social Networking, InDesign, iMovie, PowerPoint development, Microsoft Excel, Database Design, Leadership, PowerPoint, Event Management, Research, Time Management, Event Planning, Microsoft Office, Public Speaking, Social Media, Customer Service
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Deloitte July 2015 - Present
OppenheimerFunds June 2014 - August 2014
The Leukemia & Lymphoma Society July 2012 - January 2014
Maggie's Gift Shop June 2013 - August 2013
Niskayuna High School September 2011 - December 2012
Skills
Microsoft Word, Teamwork, Team Leadership, Illustrator, Photoshop, Social Networking, InDesign, iMovie, PowerPoint development, Microsoft Excel, Database Design, Leadership, PowerPoint, Event Management, Research, Time Management, Event Planning, Microsoft Office, Public Speaking, Social Media, Customer Service
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Paul Quarles, PSM1, CSPO, SA, CSP Paul Quarles, PSM1, CSPO, SA, CSP's OppenheimerFunds Experience July 2012 - Present
Job Scrum Master/Agile Coach at Pinnacol Assurance
Industry Financial Services
Experience
Pinnacol Assurance June 2015 - Present
OppenheimerFunds July 2012 - Present
OppenheimerFunds June 2011 - July 2012
OppenheimerFunds January 2008 - June 2011
OppenheimerFunds June 2007 - January 2009
OppenheimerFunds October 2004 - June 2007
Invesco Ltd. 1998 - October 2004
Ernst & Young 1992 - 1999
Skills
Financial Services, Software Project..., Risk Management, Corporate Finance, Agile Methodologies, Human Resources, Management, Information Technology, Process Improvement, Leadership, Vendor Management, Business Analysis, Change Management, IT Strategy, Agile Project Management, Team Building, Program Management, Requirements Gathering, Disaster Recovery, Project Management, Back Office, Asset Managment, Enterprise Architecture, Team Leadership, Marketing, Strategy, Mutual Funds, Product Management, Strategic Planning, SDLC, Requirements Analysis, Business Process, Business Process..., Project Portfolio..., Business Intelligence, Visio, Integration, Business Ethics, Ethics, Information Ethics, Integrity, PMO, SharePoint, PMP, Cross-functional Team..., IT Management, SaaS, Enterprise Software, CRM, Asset Management
Education
Fuller Theological Seminary 2002 — 2006
MATS, Theological Studies
Texas A&M University 1990 — 1992
MS, Management Information Systems
Texas A&M University 1985 — 1990
BBA, Business Analysis and Research
Pinnacol Assurance June 2015 - Present
OppenheimerFunds July 2012 - Present
OppenheimerFunds June 2011 - July 2012
OppenheimerFunds January 2008 - June 2011
OppenheimerFunds June 2007 - January 2009
OppenheimerFunds October 2004 - June 2007
Invesco Ltd. 1998 - October 2004
Ernst & Young 1992 - 1999
Skills
Financial Services, Software Project..., Risk Management, Corporate Finance, Agile Methodologies, Human Resources, Management, Information Technology, Process Improvement, Leadership, Vendor Management, Business Analysis, Change Management, IT Strategy, Agile Project Management, Team Building, Program Management, Requirements Gathering, Disaster Recovery, Project Management, Back Office, Asset Managment, Enterprise Architecture, Team Leadership, Marketing, Strategy, Mutual Funds, Product Management, Strategic Planning, SDLC, Requirements Analysis, Business Process, Business Process..., Project Portfolio..., Business Intelligence, Visio, Integration, Business Ethics, Ethics, Information Ethics, Integrity, PMO, SharePoint, PMP, Cross-functional Team..., IT Management, SaaS, Enterprise Software, CRM, Asset Management
Education
Fuller Theological Seminary 2002 — 2006
MATS, Theological Studies
Texas A&M University 1990 — 1992
MS, Management Information Systems
Texas A&M University 1985 — 1990
BBA, Business Analysis and Research
Danielle Natali Danielle Natali's OppenheimerFunds Experience October 2008 - October 2011
Job Scrum Master, Consultant at Moda Operandi
Industry Computer Software
Experience
Moda Operandi July 2013 - Present
Natali Vineyards, LLC May 2001 - Present
Bluefly January 2013 - June 2013
Applico October 2011 - February 2012
OppenheimerFunds October 2008 - October 2011
OppenheimerFunds December 2006 - October 2011
ADP June 2005 - December 2006
Abar Pension Services, Inc. March 2003 - January 2005
Skills
Microsoft Office, HTML, MS Project, Siebel, Java, C, Android, Agile & Waterfall..., Scrum, TargetProcess, Oracle, Software, Programming, PL/SQL, Pascal, Basecamp, iOS, Blackberry, Software Development, Databases, Mobile Applications, Microsoft Project
Education
Fairfield University 1998 — 2002
Bachelor of Science, Computer Science, Math
Moda Operandi July 2013 - Present
Natali Vineyards, LLC May 2001 - Present
Bluefly January 2013 - June 2013
Applico October 2011 - February 2012
OppenheimerFunds October 2008 - October 2011
OppenheimerFunds December 2006 - October 2011
ADP June 2005 - December 2006
Abar Pension Services, Inc. March 2003 - January 2005
Skills
Microsoft Office, HTML, MS Project, Siebel, Java, C, Android, Agile & Waterfall..., Scrum, TargetProcess, Oracle, Software, Programming, PL/SQL, Pascal, Basecamp, iOS, Blackberry, Software Development, Databases, Mobile Applications, Microsoft Project
Education
Fairfield University 1998 — 2002
Bachelor of Science, Computer Science, Math
Michael Raso, CAIA Michael Raso, CAIA's OppenheimerFunds Experience November 2008 - April 2011
Job Head of Investor Relations and Business Development at Credit Capital Investments, LLC
Industry Financial Services
Experience
Credit Capital Investments, LLC October 2013 - Present
Alternative Investing Solutions, Inc. August 2011 - September 2013
OppenheimerFunds November 2008 - April 2011
OppenheimerFunds April 1995 - March 2010
AllianceBernstein October 1990 - February 1995
Skills
Sales Process, Product Marketing, Distribution, Client Relationship..., Mutual Funds, Alternative Investments, Distribution Strategies, Management, Fixed Income, CRM, Investment Strategies, Capital Markets, Wealth Management..., Hedge Funds, Investments, Asset Management, Financial Services, Asset Allocation, Finance, Fixed Annuities, ETFs, Relationship Management, Business Development, Strategy, Bonds, Portfolio Management, Investment Advisory, Sales, Wealth Management, 401k, Financial Markets, Series 63, Equities, Strategic Financial..., Marketing, Executive Management, IRAs, Product Development, Series 65, Securities, Financial Advisory, Series 6, Retirement Planning, Variable Annuities, Fund Of Funds, Retirement, Budgets, Investment Management, Product Management, Separately Managed...
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, International Finance and Public Relations
University of Scranton 1986 — 1990
BS, Economics/Finance
Credit Capital Investments, LLC October 2013 - Present
Alternative Investing Solutions, Inc. August 2011 - September 2013
OppenheimerFunds November 2008 - April 2011
OppenheimerFunds April 1995 - March 2010
AllianceBernstein October 1990 - February 1995
Skills
Sales Process, Product Marketing, Distribution, Client Relationship..., Mutual Funds, Alternative Investments, Distribution Strategies, Management, Fixed Income, CRM, Investment Strategies, Capital Markets, Wealth Management..., Hedge Funds, Investments, Asset Management, Financial Services, Asset Allocation, Finance, Fixed Annuities, ETFs, Relationship Management, Business Development, Strategy, Bonds, Portfolio Management, Investment Advisory, Sales, Wealth Management, 401k, Financial Markets, Series 63, Equities, Strategic Financial..., Marketing, Executive Management, IRAs, Product Development, Series 65, Securities, Financial Advisory, Series 6, Retirement Planning, Variable Annuities, Fund Of Funds, Retirement, Budgets, Investment Management, Product Management, Separately Managed...
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, International Finance and Public Relations
University of Scranton 1986 — 1990
BS, Economics/Finance
Ed Shanahan's OppenheimerFunds Experience May 1995 - November 2004
Job Data Conversion at Envestnet
Industry Financial Services
Experience
Envestnet Asset Management May 2011 - Present
Lincoln Trust Company (formerly Fiserv Investment Support Services) March 2005 - April 2010
OppenheimerFunds May 1995 - November 2004
Skills
Process Improvement, Vendor Management, Mutual Funds, Operations Management, Financial Services, Relationship Management, Change Management, Product Management, Management, Business Process, Securities, Leadership, Analysis, Call Centers, Team Building, Strategic Planning, Quality Assurance, Employee Engagement, Software Documentation
Education
Florida State University
BS degree, Business
Envestnet Asset Management May 2011 - Present
Lincoln Trust Company (formerly Fiserv Investment Support Services) March 2005 - April 2010
OppenheimerFunds May 1995 - November 2004
Skills
Process Improvement, Vendor Management, Mutual Funds, Operations Management, Financial Services, Relationship Management, Change Management, Product Management, Management, Business Process, Securities, Leadership, Analysis, Call Centers, Team Building, Strategic Planning, Quality Assurance, Employee Engagement, Software Documentation
Education
Florida State University
BS degree, Business
Brad Calhoun Brad Calhoun's OppenheimerFunds Experience 2005 - 2007
Job 401(k) Strategist at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank 2013 - Present
Shoemaker Financial 2011 - 2012
My Retirement Account Services, LLC 2010 - 2011
ING 2008 - 2010
Lincoln Financial Distributors 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Retirement, Investments, IRA's, Financial Advisory, Financial Markets, Financial Planning, Estate Planning, Insurance Planning, Disability Insurance, Insurance, Mutual Funds, Annuities, Financial Advice, Investment Advisory, IRA Rollovers, 401k, 401k Rollovers, Defined Benefit, Retirement Planning, Retirement Plans, Financial Management, Sales Management, Mentoring, Training & Development, Fixed Annuities, IRAs
Education
Regis University 2006 — 2007
MBA, Finance
Georgia Southern University 1994 — 1998
BS, Justice Studies
Gordon College (GA) 1992 — 1994
SunTrust Bank 2013 - Present
Shoemaker Financial 2011 - 2012
My Retirement Account Services, LLC 2010 - 2011
ING 2008 - 2010
Lincoln Financial Distributors 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Retirement, Investments, IRA's, Financial Advisory, Financial Markets, Financial Planning, Estate Planning, Insurance Planning, Disability Insurance, Insurance, Mutual Funds, Annuities, Financial Advice, Investment Advisory, IRA Rollovers, 401k, 401k Rollovers, Defined Benefit, Retirement Planning, Retirement Plans, Financial Management, Sales Management, Mentoring, Training & Development, Fixed Annuities, IRAs
Education
Regis University 2006 — 2007
MBA, Finance
Georgia Southern University 1994 — 1998
BS, Justice Studies
Gordon College (GA) 1992 — 1994
Glen L. Wagner's OppenheimerFunds Experience 1995 - 2010
Job Capital Analyst West Division, Comcast
Industry Telecommunications
Experience
Comcast August 2014 - Present
Cherry Creek HOA Professionals, LLC October 2013 - August 2014
Brown Brothers Harriman 2010 - 2013
OppenheimerFunds 1995 - 2010
Skills
Financial Reporting, Investments, Mutual Funds, General Ledger, Fund Accounting, Financial Analysis, Variance Analysis, Finance, Securities, Corporate Finance, Equities, Banking, Bloomberg, Process Improvement, Alternative Investments, GAAP, Budgets, Microsoft Excel, Financial Statements, FINRA, Accounting, Derivatives, Financial Services, Forecasting
Education
Metropolitan State University of Denver 1993 — 1995
Bachelor of Science, Finance
Front Range Community College 1991 — 1993
Associates of Applied Science, Accounting
Comcast August 2014 - Present
Cherry Creek HOA Professionals, LLC October 2013 - August 2014
Brown Brothers Harriman 2010 - 2013
OppenheimerFunds 1995 - 2010
Skills
Financial Reporting, Investments, Mutual Funds, General Ledger, Fund Accounting, Financial Analysis, Variance Analysis, Finance, Securities, Corporate Finance, Equities, Banking, Bloomberg, Process Improvement, Alternative Investments, GAAP, Budgets, Microsoft Excel, Financial Statements, FINRA, Accounting, Derivatives, Financial Services, Forecasting
Education
Metropolitan State University of Denver 1993 — 1995
Bachelor of Science, Finance
Front Range Community College 1991 — 1993
Associates of Applied Science, Accounting
Mike R. Starkey's OppenheimerFunds Experience April 2015 - Present
Job #BWBacon #Jobs Welcome to Denver!
Industry Higher Education
Experience
OppenheimerFunds April 2015 - Present
BWBacon November 2013 - Present
Icelantic Skis July 2013 - January 2014
HireUp.net January 2011 - July 2013
Durango Mountain Resort August 2010 - January 2011
Rocky Mountain Chocolate Factory Corporate July 2008 - October 2010
Skills
Technical Recruiting, Sourcing, Social Networking, Marketing, Customer Service, Management, Networking, Negotiation, Time Management, Training, Marketing Communications, Start-ups, Certified Scrum Master..., Sales, Online Advertising, Inventory Management, Social Media, Market Research, Agile Methodologies, New Media, Social Media Marketing, Applicant Tracking..., Photography, Digital Photography, Technology, Event Marketing, Cloud Computing, Event Management, Hacking, Email Strategy, Communication, Event Planning, Scrum
Education
Fort Lewis College 2006 — 2010
B.A., Marketing and Business Administation.
Mountain Vista high school 2002 — 2006
OppenheimerFunds April 2015 - Present
BWBacon November 2013 - Present
Icelantic Skis July 2013 - January 2014
HireUp.net January 2011 - July 2013
Durango Mountain Resort August 2010 - January 2011
Rocky Mountain Chocolate Factory Corporate July 2008 - October 2010
Skills
Technical Recruiting, Sourcing, Social Networking, Marketing, Customer Service, Management, Networking, Negotiation, Time Management, Training, Marketing Communications, Start-ups, Certified Scrum Master..., Sales, Online Advertising, Inventory Management, Social Media, Market Research, Agile Methodologies, New Media, Social Media Marketing, Applicant Tracking..., Photography, Digital Photography, Technology, Event Marketing, Cloud Computing, Event Management, Hacking, Email Strategy, Communication, Event Planning, Scrum
Education
Fort Lewis College 2006 — 2010
B.A., Marketing and Business Administation.
Mountain Vista high school 2002 — 2006
Cynthia Lo Bessette Cynthia Lo Bessette's OppenheimerFunds Experience March 2015 - Present
Job SVP, Deputy General Counsel at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2015 - Present
Jennison Associates LLC February 2012 - March 2015
Lord Abbett April 2008 - February 2012
Mercer Investments 2005 - 2008
Dimensional Fund Advisors 2004 - 2005
UBS Global Asset Management 2001 - 2004
Scudder Investments 1998 - 2001
Shearman & Sterling 1996 - 1998
Whitman Breed Abbott & Morgan 1995 - 1996
Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Asset Managment, Corporate Law, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Corporate Governance, Due Diligence, Private Equity, Asset Management, Financial Services
Education
Fordham University School of Law 1992 — 1995
JD
University of Michigan 1987 — 1991
BA
OppenheimerFunds March 2015 - Present
Jennison Associates LLC February 2012 - March 2015
Lord Abbett April 2008 - February 2012
Mercer Investments 2005 - 2008
Dimensional Fund Advisors 2004 - 2005
UBS Global Asset Management 2001 - 2004
Scudder Investments 1998 - 2001
Shearman & Sterling 1996 - 1998
Whitman Breed Abbott & Morgan 1995 - 1996
Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Asset Managment, Corporate Law, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Corporate Governance, Due Diligence, Private Equity, Asset Management, Financial Services
Education
Fordham University School of Law 1992 — 1995
JD
University of Michigan 1987 — 1991
BA
Bryce Mawhinney's OppenheimerFunds Experience May 2015 - August 2015
Job Business student at the University of Colorado Boulder
Industry Sports
Experience
OppenheimerFunds May 2015 - August 2015
Denver Zoological Foundation May 2014 - August 2014
Chick-fil-A Restaurants September 2011 - December 2013
Skills
Microsoft Office, Management, Microsoft Excel, Research, Microsoft Word, PowerPoint, Training, English, Customer Service, Leadership, Teamwork
Education
University of Colorado Boulder - Leeds School of Business 2015 — 2017
Bachelor’s Degree, Accounting - Marketing
University of Colorado Boulder 2015 — 2017
Bachelor’s Degree, Economics
Eckerd College 2013 — 2014
Bachelor’s Degree, Marine Biology and Biological Oceanography
Mountain Vista High School 2009 — 2013
High School
OppenheimerFunds May 2015 - August 2015
Denver Zoological Foundation May 2014 - August 2014
Chick-fil-A Restaurants September 2011 - December 2013
Skills
Microsoft Office, Management, Microsoft Excel, Research, Microsoft Word, PowerPoint, Training, English, Customer Service, Leadership, Teamwork
Education
University of Colorado Boulder - Leeds School of Business 2015 — 2017
Bachelor’s Degree, Accounting - Marketing
University of Colorado Boulder 2015 — 2017
Bachelor’s Degree, Economics
Eckerd College 2013 — 2014
Bachelor’s Degree, Marine Biology and Biological Oceanography
Mountain Vista High School 2009 — 2013
High School
Anna Dempsey (Kurlaeva) Anna Dempsey (Kurlaeva)'s OppenheimerFunds Experience August 2008 - September 2010
Job Accounting Professional Actively Seeking Next Opportunity
Industry Accounting
Experience
Brown Brothers Harriman September 2010 - June 2011
OppenheimerFunds August 2008 - September 2010
Quebecor World Inc/ QuadGraphics June 2007 - June 2008
Accountemps November 2006 - June 2007
Raiffeisen Bank Russia September 2004 - December 2005
Taiding Company June 2003 - September 2004
Profi and Partners September 2001 - June 2003
Skills
Microsoft Excel, PowerPoint, QuickBooks, Mutual Funds, Fund Accounting, Accounts Payable &..., Cost Accounting, Financial Statement..., Financial Reporting, Income Tax, Tax Preparation, Revenue Analysis, Revenue Forecasting
Education
MiraCosta College 2014 — 2015
Certificate of Achievement in Accounting, Accounting, 4.0
Finance University under the Government of the Russian Federation 1998 — 2001
Master’s Degree, Accounting and Finance, 3.92
Brown Brothers Harriman September 2010 - June 2011
OppenheimerFunds August 2008 - September 2010
Quebecor World Inc/ QuadGraphics June 2007 - June 2008
Accountemps November 2006 - June 2007
Raiffeisen Bank Russia September 2004 - December 2005
Taiding Company June 2003 - September 2004
Profi and Partners September 2001 - June 2003
Skills
Microsoft Excel, PowerPoint, QuickBooks, Mutual Funds, Fund Accounting, Accounts Payable &..., Cost Accounting, Financial Statement..., Financial Reporting, Income Tax, Tax Preparation, Revenue Analysis, Revenue Forecasting
Education
MiraCosta College 2014 — 2015
Certificate of Achievement in Accounting, Accounting, 4.0
Finance University under the Government of the Russian Federation 1998 — 2001
Master’s Degree, Accounting and Finance, 3.92
Alexander Swanson Alexander Swanson's OppenheimerFunds Experience October 2013 - April 2014
Job Broker Associate at Precision Homes of Colorado
Industry Real Estate
Experience
Precision Homes of Colorado January 2015 - Present
NetWorth Realty July 2014 - December 2014
Assured Title Agency LLC April 2013 - May 2014
OppenheimerFunds October 2013 - April 2014
Rocky Mountain Marketing March 2012 - May 2012
Skills
Time Management, Investors, Investments, Microsoft Office, Investment Properties, Real Estate
Education
Doane College 2006 — 2009
Bachelor of Arts (B.A.), English Language and Literature/Letters
Doane College 2005 — 2009
Bachelors of Arts and Sciences, English and International Studies
Precision Homes of Colorado January 2015 - Present
NetWorth Realty July 2014 - December 2014
Assured Title Agency LLC April 2013 - May 2014
OppenheimerFunds October 2013 - April 2014
Rocky Mountain Marketing March 2012 - May 2012
Skills
Time Management, Investors, Investments, Microsoft Office, Investment Properties, Real Estate
Education
Doane College 2006 — 2009
Bachelor of Arts (B.A.), English Language and Literature/Letters
Doane College 2005 — 2009
Bachelors of Arts and Sciences, English and International Studies
Rosemarie Bonelli Rosemarie Bonelli's OppenheimerFunds Experience 2002 - 2004
Job Head of Global Surety at AIG
Industry Financial Services
Experience
AIG 2011 - Present
AIG 2007 - 2012
AIG 2004 - 2011
OppenheimerFunds 2002 - 2004
Chase Manhattan Bank 1990 - 1999
Skills
Risk Management, Financial Risk, Strategy, Financial Analysis, Insurance, Underwriting, Banking, Finance, Capital Markets, Change Management, Credit Risk, Operational Risk..., Business Analysis, Business Process..., Analysis, Operations Management, Financial Services, Credit Analysis, Surety, Securities Lending, Operational Efficiency, Customer Service
Education
Wharton School, University of Pennsylvania 1997 — 1999
MBA, Finance
Fordham University
MA and PHD Studies, Economics
State University of New York at Stony Brook
MS and BA, Urban Policy Planning and Social Science Interdisciplinary
AIG 2011 - Present
AIG 2007 - 2012
AIG 2004 - 2011
OppenheimerFunds 2002 - 2004
Chase Manhattan Bank 1990 - 1999
Skills
Risk Management, Financial Risk, Strategy, Financial Analysis, Insurance, Underwriting, Banking, Finance, Capital Markets, Change Management, Credit Risk, Operational Risk..., Business Analysis, Business Process..., Analysis, Operations Management, Financial Services, Credit Analysis, Surety, Securities Lending, Operational Efficiency, Customer Service
Education
Wharton School, University of Pennsylvania 1997 — 1999
MBA, Finance
Fordham University
MA and PHD Studies, Economics
State University of New York at Stony Brook
MS and BA, Urban Policy Planning and Social Science Interdisciplinary
Natasha Amos Natasha Amos's OppenheimerFunds Experience July 2013 - Present
Job Development Operations at OppenheimerFunds
Industry Computer & Network Security
Experience
OppenheimerFunds July 2013 - Present
IBM October 2006 - July 2013
Agent24 January 1997 - March 2010
Rythms Noc November 2000 - August 2001
Galileo International January 2000 - November 2000
Skills
Linux, Bash Scripting,..., Problem Management..., Manage Now, Service..., Tivoli Netcool, Middle..., Vertitas Netbackup,..., MVS, TSO CA7 Mainframe...., VMware, VMware ESX, VMware Workstation
Education
Front Range Community College 2000 — 2002
Network Certificate, Computer and Information Sciences, General
OppenheimerFunds July 2013 - Present
IBM October 2006 - July 2013
Agent24 January 1997 - March 2010
Rythms Noc November 2000 - August 2001
Galileo International January 2000 - November 2000
Skills
Linux, Bash Scripting,..., Problem Management..., Manage Now, Service..., Tivoli Netcool, Middle..., Vertitas Netbackup,..., MVS, TSO CA7 Mainframe...., VMware, VMware ESX, VMware Workstation
Education
Front Range Community College 2000 — 2002
Network Certificate, Computer and Information Sciences, General
Linda Kerschner-George's OppenheimerFunds Experience June 1996 - March 1998
Job CORPORATE FLEET COORDINATOR at CH2M HILL
Industry Civil Engineering
Experience
CH2M HILL March 1998 - Present
OppenheimerFunds June 1996 - March 1998
The Future Now/Intelligent Electronics August 1995 - June 1996
Skills
Process Improvement, Contract Management, Procurement, Transportation, Vendor Management, Leadership, Contract Negotiation, Fleet Management, Project Management, Budgets, Team Building
Education
Fort Lewis College 1985 — 1989
CH2M HILL March 1998 - Present
OppenheimerFunds June 1996 - March 1998
The Future Now/Intelligent Electronics August 1995 - June 1996
Skills
Process Improvement, Contract Management, Procurement, Transportation, Vendor Management, Leadership, Contract Negotiation, Fleet Management, Project Management, Budgets, Team Building
Education
Fort Lewis College 1985 — 1989
Philip Gilbert, PMP, CSPO's OppenheimerFunds Experience February 2015 - Present
Job Scrum Master at OppenheimerFunds
Industry Internet
Experience
OppenheimerFunds February 2015 - Present
Nordstrom August 2011 - Present
Siteworx August 2010 - August 2011
Turner Broadcasting April 2007 - June 2010
TransUnion 2005 - 2007
IBM Global Business Services August 2003 - May 2005
IBM Global Business Services August 2001 - August 2003
IBM Global Services August 1999 - July 2001
Skills
Quality Assurance, MIS, Consultancy, Offshore Software..., Bug Tracking, UI testing, Web Testing, MS Project, Software Project..., Web Project Management, Testing, Software Development, Integration, Usability Testing, CRM, Consultants, Consulting, Agile Methodologies, Agile Project Management
Education
Florida State University
Bachelor of Science, Criminal Justice
Florida State University - College of Business
Bachelor of Science, Management Information Systems
OppenheimerFunds February 2015 - Present
Nordstrom August 2011 - Present
Siteworx August 2010 - August 2011
Turner Broadcasting April 2007 - June 2010
TransUnion 2005 - 2007
IBM Global Business Services August 2003 - May 2005
IBM Global Business Services August 2001 - August 2003
IBM Global Services August 1999 - July 2001
Skills
Quality Assurance, MIS, Consultancy, Offshore Software..., Bug Tracking, UI testing, Web Testing, MS Project, Software Project..., Web Project Management, Testing, Software Development, Integration, Usability Testing, CRM, Consultants, Consulting, Agile Methodologies, Agile Project Management
Education
Florida State University
Bachelor of Science, Criminal Justice
Florida State University - College of Business
Bachelor of Science, Management Information Systems
James Robinson, CAIA James Robinson, CAIA's OppenheimerFunds Experience June 2014 - Present
Job VP, SubAdvised ConsultantEast with OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2014 - Present
OppenheimerFunds April 2012 - Present
The Hartford April 2010 - April 2012
Mid Atlantic Resource Group August 2006 - April 2010
Skills
Series 63, Series 7, Mutual Funds, 401k, Series 6, Retirement, Retirement Planning, Investments, Asset Allocation, Wealth Management, Uniform Combined State..., Securities, Strategic Financial..., Equities, Fixed Income, Sales, Account Management, Project Management, New Business Development, Sales Management, Financial Advisory, Fixed Annuities, Alternative Investments, Financial Services
Education
Furman University 2002 — 2006
Bachelors, Communication Studies
OppenheimerFunds June 2014 - Present
OppenheimerFunds April 2012 - Present
The Hartford April 2010 - April 2012
Mid Atlantic Resource Group August 2006 - April 2010
Skills
Series 63, Series 7, Mutual Funds, 401k, Series 6, Retirement, Retirement Planning, Investments, Asset Allocation, Wealth Management, Uniform Combined State..., Securities, Strategic Financial..., Equities, Fixed Income, Sales, Account Management, Project Management, New Business Development, Sales Management, Financial Advisory, Fixed Annuities, Alternative Investments, Financial Services
Education
Furman University 2002 — 2006
Bachelors, Communication Studies
Laura Duve Laura Duve's OppenheimerFunds Experience August 2013 - Present
Job HR Professional
Industry Human Resources
Experience
OppenheimerFunds August 2013 - Present
Confluence Energy January 2013 - May 2013
ADDX Corporation September 2012 - December 2012
AECOM June 2010 - September 2012
AECOM December 2009 - June 2010
U.S. Department of State/McNeil Technologies, Inc. June 2006 - November 2009
Limited Brands, LLC (Express) March 2004 - October 2007
Skills
Recruitment/Retention, Foreign Deployments, Workforce Planning, Policy, Onboarding, Human Resources, Employee Relations, Organizational..., Performance Management, Applicant Tracking..., Talent Management, Policy Analysis, Recruiting, HRIS, Talent Acquisition, HR Policies, Benefits Administration, FMLA, Personnel Management
Education
University of Colorado at Denver 2013 — 2013
George Mason University 2010 — 2013
MPA, Human Resources Management
University of Houston 2000 — 2004
BA, Psychology
OppenheimerFunds August 2013 - Present
Confluence Energy January 2013 - May 2013
ADDX Corporation September 2012 - December 2012
AECOM June 2010 - September 2012
AECOM December 2009 - June 2010
U.S. Department of State/McNeil Technologies, Inc. June 2006 - November 2009
Limited Brands, LLC (Express) March 2004 - October 2007
Skills
Recruitment/Retention, Foreign Deployments, Workforce Planning, Policy, Onboarding, Human Resources, Employee Relations, Organizational..., Performance Management, Applicant Tracking..., Talent Management, Policy Analysis, Recruiting, HRIS, Talent Acquisition, HR Policies, Benefits Administration, FMLA, Personnel Management
Education
University of Colorado at Denver 2013 — 2013
George Mason University 2010 — 2013
MPA, Human Resources Management
University of Houston 2000 — 2004
BA, Psychology
Nicole Filingeri Nicole Filingeri's OppenheimerFunds Experience October 2014 - Present
Job Vice PresidentInstitutional & Third Party Operations at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
OppenheimerFunds June 2013 - October 2014
Brown Brothers Harriman July 2012 - March 2013
Schroders July 2007 - July 2012
BNY Mellon April 2004 - June 2007
AllianceBernstein July 2001 - March 2004
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Client Service Oriented, Process Improvement, Policy Generation, Project Management, Asset Management, Relationship Management, Financial Services, Institutional..., Salesforce.com, Investment Management, Client Services, CRM, Asset Allocation
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance & Management
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Econ/Business & Gov't/Law
OppenheimerFunds October 2014 - Present
OppenheimerFunds June 2013 - October 2014
Brown Brothers Harriman July 2012 - March 2013
Schroders July 2007 - July 2012
BNY Mellon April 2004 - June 2007
AllianceBernstein July 2001 - March 2004
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Client Service Oriented, Process Improvement, Policy Generation, Project Management, Asset Management, Relationship Management, Financial Services, Institutional..., Salesforce.com, Investment Management, Client Services, CRM, Asset Allocation
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance & Management
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Econ/Business & Gov't/Law
Michael J Chan Michael J Chan's OppenheimerFunds Experience June 2013 - July 2014
Job Senior Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
OppenheimerFunds June 2013 - July 2014
MF Global September 2011 - November 2011
MF Global May 2010 - August 2010
Standard Chartered Bank June 2006 - August 2008
Education
Duke University - The Fuqua School of Business
Master's, Management
Pace University - Lubin School of Business
Bachelor's, Accounting
Bronx High School of Science
Goldman Sachs July 2014 - Present
OppenheimerFunds June 2013 - July 2014
MF Global September 2011 - November 2011
MF Global May 2010 - August 2010
Standard Chartered Bank June 2006 - August 2008
Education
Duke University - The Fuqua School of Business
Master's, Management
Pace University - Lubin School of Business
Bachelor's, Accounting
Bronx High School of Science
Matthew Creidenberg Matthew Creidenberg's OppenheimerFunds Experience May 2013 - August 2013
Job FSO Assurance Staff at EY
Industry Accounting
Experience
EY September 2014 - Present
OppenheimerFunds May 2013 - August 2013
Centric Projects May 2012 - August 2012
Mathew's Household May 2010 - September 2011
Indian Hills Country Club May 2008 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, German, French, Oral Communication, Highly Ambitious, Financial Accounting
Education
Elon University 2010 — 2014
Bachelor of Science (BS), Accounting, 3.33
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting
EY September 2014 - Present
OppenheimerFunds May 2013 - August 2013
Centric Projects May 2012 - August 2012
Mathew's Household May 2010 - September 2011
Indian Hills Country Club May 2008 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, German, French, Oral Communication, Highly Ambitious, Financial Accounting
Education
Elon University 2010 — 2014
Bachelor of Science (BS), Accounting, 3.33
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting
Amanda Orent Amanda Orent's OppenheimerFunds Experience May 2010 - October 2012
Job Independent Channel Marketing, US Wealth Advisory at BlackRock
Industry Financial Services
Experience
BlackRock October 2012 - Present
OppenheimerFunds May 2010 - October 2012
OppenheimerFunds February 2008 - May 2010
OppenheimerFunds July 2007 - February 2008
OppenheimerFunds September 2005 - January 2008
Clear Channel Communications January 2005 - September 2005
Skills
Sales, Product Management, Marketing, Analytics, Brand Management, Mutual Funds, Proposal Writing, Series 7, RFP, Research, Relationship Management, Competitive Analysis, Investments, Alternative Investments, Strategy, Fixed Income, Asset Allocation, Financial Services, CRM, Investment Strategies, Wealth Management, Equities, Asset Management, Bloomberg, 401k, Capital Markets, Client Services, FINRA, Financial Markets, Investment Advisory
Education
Fairfield University 2000 — 2004
Bachelor of Science, Marketing
BlackRock October 2012 - Present
OppenheimerFunds May 2010 - October 2012
OppenheimerFunds February 2008 - May 2010
OppenheimerFunds July 2007 - February 2008
OppenheimerFunds September 2005 - January 2008
Clear Channel Communications January 2005 - September 2005
Skills
Sales, Product Management, Marketing, Analytics, Brand Management, Mutual Funds, Proposal Writing, Series 7, RFP, Research, Relationship Management, Competitive Analysis, Investments, Alternative Investments, Strategy, Fixed Income, Asset Allocation, Financial Services, CRM, Investment Strategies, Wealth Management, Equities, Asset Management, Bloomberg, 401k, Capital Markets, Client Services, FINRA, Financial Markets, Investment Advisory
Education
Fairfield University 2000 — 2004
Bachelor of Science, Marketing
Dustin Robinson's OppenheimerFunds Experience April 2014 - Present
Job Web Operations Specialist at OppenheimerFunds
Industry Marketing and Advertising
Experience
OppenheimerFunds April 2014 - Present
Yodle September 2012 - April 2014
Starcom MediaVest Group November 2010 - April 2012
FOX Chicago News March 2010 - August 2010
DePaul University- Career Center August 2009 - July 2010
The DePaulia September 2009 - February 2010
University of Central Florida - Knight-thon Committee August 2008 - February 2009
G&G Advertising August 2008 - December 2008
UCF Student Government Association October 2007 - October 2008
University of Central Florida - Office of Student Involvement August 2007 - May 2008
Skills
CMS, HTML, Omniture, Data Analysis, CSS, PHP, JavaScript, Social Media, Facebook, Social Media Marketing, Blogging, SEO, Google Analytics, Social Networking, Wordpress, Public Relations, Online Advertising, Digital Media, Editing, YouTube, SEM, Marketing Strategy, WordPress
Education
DePaul University 2009 — 2010
B.A, Communication and Media Studies
University of Central Florida 2006 — 2008
Bachelor of Arts, Public Communication
OppenheimerFunds April 2014 - Present
Yodle September 2012 - April 2014
Starcom MediaVest Group November 2010 - April 2012
FOX Chicago News March 2010 - August 2010
DePaul University- Career Center August 2009 - July 2010
The DePaulia September 2009 - February 2010
University of Central Florida - Knight-thon Committee August 2008 - February 2009
G&G Advertising August 2008 - December 2008
UCF Student Government Association October 2007 - October 2008
University of Central Florida - Office of Student Involvement August 2007 - May 2008
Skills
CMS, HTML, Omniture, Data Analysis, CSS, PHP, JavaScript, Social Media, Facebook, Social Media Marketing, Blogging, SEO, Google Analytics, Social Networking, Wordpress, Public Relations, Online Advertising, Digital Media, Editing, YouTube, SEM, Marketing Strategy, WordPress
Education
DePaul University 2009 — 2010
B.A, Communication and Media Studies
University of Central Florida 2006 — 2008
Bachelor of Arts, Public Communication
Kenneth Ford Kenneth Ford's OppenheimerFunds Experience February 2000 - October 2000
Job Client Service Director
Industry Internet
Experience
Cisco Systems July 2011 - Present
Cisco, Inc. August 2010 - July 2011
Cisco July 2008 - August 2010
Cisco August 2006 - July 2008
Cisco January 2005 - July 2006
Cisco October 2000 - December 2004
OppenheimerFunds February 2000 - October 2000
AT&T January 1999 - February 2000
AT&T Wireless January 1997 - January 1999
AT&T Wireless January 1996 - January 1997
Skills
Solution Selling, Managed Services, Cloud Computing, Channel Partners, Go-to-market Strategy, Professional Services, Unified Communications, Data Center, Direct Sales, Enterprise Software, Business Alliances, Cisco Technologies, SaaS, Outsourcing, Strategic Partnerships, Telecommunications, Virtualization, Salesforce.com, Management
Education
Drew University
BA, Political Science
Cisco Systems July 2011 - Present
Cisco, Inc. August 2010 - July 2011
Cisco July 2008 - August 2010
Cisco August 2006 - July 2008
Cisco January 2005 - July 2006
Cisco October 2000 - December 2004
OppenheimerFunds February 2000 - October 2000
AT&T January 1999 - February 2000
AT&T Wireless January 1997 - January 1999
AT&T Wireless January 1996 - January 1997
Skills
Solution Selling, Managed Services, Cloud Computing, Channel Partners, Go-to-market Strategy, Professional Services, Unified Communications, Data Center, Direct Sales, Enterprise Software, Business Alliances, Cisco Technologies, SaaS, Outsourcing, Strategic Partnerships, Telecommunications, Virtualization, Salesforce.com, Management
Education
Drew University
BA, Political Science
Cynthia A Smith, CRPS Cynthia A Smith, CRPS's OppenheimerFunds Experience May 2004 - Present
Job Retirement Plans Implementation Specialist
Industry Financial Services
Experience
OppenheimerFunds May 2004 - Present
OppenheimerFunds December 1997 - May 2004
Alamogordo Public Schools August 1989 - May 1997
Skills
Quick Study, Self Starter, Reliability, Microsoft Office, Excel, PowerPoint, Visio, SharePoint, Qualified Retirement..., 401k, IRAs, Roth IRAs, SIMPLE IRA, Research, Creation Of Training..., 403 b, Internal Revenue Code, Series 63, Financial Advisory, Mutual Funds, Simple IRA, Series 6, Retirement Planning, Microsoft Excel, Roth IRA, Asset Allocation, ERISA, FINRA, Securities, Financial Services
Education
Eastern New Mexico University 1986 — 1988
Secondary Education Teacher Certificates, Secondary Education and Teaching
Eastern New Mexico University 1981 — 1985
BS, Business Administration/Accounting
OppenheimerFunds May 2004 - Present
OppenheimerFunds December 1997 - May 2004
Alamogordo Public Schools August 1989 - May 1997
Skills
Quick Study, Self Starter, Reliability, Microsoft Office, Excel, PowerPoint, Visio, SharePoint, Qualified Retirement..., 401k, IRAs, Roth IRAs, SIMPLE IRA, Research, Creation Of Training..., 403 b, Internal Revenue Code, Series 63, Financial Advisory, Mutual Funds, Simple IRA, Series 6, Retirement Planning, Microsoft Excel, Roth IRA, Asset Allocation, ERISA, FINRA, Securities, Financial Services
Education
Eastern New Mexico University 1986 — 1988
Secondary Education Teacher Certificates, Secondary Education and Teaching
Eastern New Mexico University 1981 — 1985
BS, Business Administration/Accounting
Bill Couch Bill Couch's OppenheimerFunds Experience May 2006 - Present
Job AVP Corporate Technology
Industry Financial Services
Experience
OppenheimerFunds May 2006 - Present
Manheim October 1998 - May 2006
OppenheimerFunds June 1995 - September 1998
Skills
Software Development, Application Development, Process Improvement, Team Building, Process Engineering, Mentoring, Business Analysis, Program Management, Vendor Management, Change Management, Mutual Funds, IT Service Management, Business Intelligence, Disaster Recovery, SDLC, Requirements Gathering, Requirements Analysis, Visio, IT Strategy, Business Process..., PMO, Management, Agile Methodologies
Education
Georgia Institute of Technology
BISyE, Industrial & Systems Engineering, magna cum laude
OppenheimerFunds May 2006 - Present
Manheim October 1998 - May 2006
OppenheimerFunds June 1995 - September 1998
Skills
Software Development, Application Development, Process Improvement, Team Building, Process Engineering, Mentoring, Business Analysis, Program Management, Vendor Management, Change Management, Mutual Funds, IT Service Management, Business Intelligence, Disaster Recovery, SDLC, Requirements Gathering, Requirements Analysis, Visio, IT Strategy, Business Process..., PMO, Management, Agile Methodologies
Education
Georgia Institute of Technology
BISyE, Industrial & Systems Engineering, magna cum laude
Kaela Wnorowski's OppenheimerFunds Experience July 2015 - Present
Job Associate Business Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2015 - Present
OppenheimerFunds June 2014 - August 2014
Z-Ben Advisors September 2013 - November 2013
OppenheimerFunds May 2013 - August 2013
Elon University September 2012 - December 2012
Famous Footwear August 2011 - August 2012
Pino Gelato Inc May 2011 - August 2011
Children's Museum of Pittsburgh June 2008 - August 2010
Skills
Microsoft Word, PowerPoint, Public Speaking, Visio, Access, SAS programming, Microsoft Excel, Teamwork, Positive Can-do Attitude, Marketing, Time Management, Customer Service, Sales, Research, Data Analysis
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
BSBA, Finance, General
OppenheimerFunds July 2015 - Present
OppenheimerFunds June 2014 - August 2014
Z-Ben Advisors September 2013 - November 2013
OppenheimerFunds May 2013 - August 2013
Elon University September 2012 - December 2012
Famous Footwear August 2011 - August 2012
Pino Gelato Inc May 2011 - August 2011
Children's Museum of Pittsburgh June 2008 - August 2010
Skills
Microsoft Word, PowerPoint, Public Speaking, Visio, Access, SAS programming, Microsoft Excel, Teamwork, Positive Can-do Attitude, Marketing, Time Management, Customer Service, Sales, Research, Data Analysis
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
BSBA, Finance, General
John Land John Land's OppenheimerFunds Experience July 2004 - May 2005
Job Principal, HR Transformation
Industry Management Consulting
Experience
Mercer October 2010 - Present
SHRM Maine State Council January 2013 - October 2014
United States Naval Academy January 2005 - April 2014
Maine Society for Healthcare Human Resources Administration June 2011 - June 2012
Human Resource Association of Southern Maine January 2011 - March 2012
One Sky Community Services October 2010 - January 2012
Direct Capital Corporation October 2006 - May 2010
UBS Wealth Management May 2005 - October 2006
OppenheimerFunds July 2004 - May 2005
Goldman Sachs October 2000 - July 2004
Skills
Employee Relations, Human Capital Management, Organizational..., Performance Management, Program Management, Process Improvement, Problem Solving, Governance, Talent Acquisition, Talent Management, Talent Assessment, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Project Management, Personnel Management, Staff Development, Recruiting, Human Resources, Organizational..., Employee Benefits, Strategic Planning, Mergers & Acquisitions, Management, Policy, Deferred Compensation, Leadership Development, Nonprofits, Time Management, Outsourcing, Strategy, Team Building, Coaching, Change Management, Employee Training, Management Consulting, Organizational Design, Analysis, Government, Workforce Planning, Executive Management, Succession Planning, Workshop Facilitation, Executive Coaching, Conflict Resolution, Administration, Leadership
Education
Norwich University 2013 — 2014
Master of Science (M.S.), Organizational Leadership
Fairleigh Dickinson University 2004 — 2004
HR Management
United States Naval Academy 1989 — 1993
Bachelor of Science (B.S.), History
Kent School 1988 — 1989
Mercer October 2010 - Present
SHRM Maine State Council January 2013 - October 2014
United States Naval Academy January 2005 - April 2014
Maine Society for Healthcare Human Resources Administration June 2011 - June 2012
Human Resource Association of Southern Maine January 2011 - March 2012
One Sky Community Services October 2010 - January 2012
Direct Capital Corporation October 2006 - May 2010
UBS Wealth Management May 2005 - October 2006
OppenheimerFunds July 2004 - May 2005
Goldman Sachs October 2000 - July 2004
Skills
Employee Relations, Human Capital Management, Organizational..., Performance Management, Program Management, Process Improvement, Problem Solving, Governance, Talent Acquisition, Talent Management, Talent Assessment, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Project Management, Personnel Management, Staff Development, Recruiting, Human Resources, Organizational..., Employee Benefits, Strategic Planning, Mergers & Acquisitions, Management, Policy, Deferred Compensation, Leadership Development, Nonprofits, Time Management, Outsourcing, Strategy, Team Building, Coaching, Change Management, Employee Training, Management Consulting, Organizational Design, Analysis, Government, Workforce Planning, Executive Management, Succession Planning, Workshop Facilitation, Executive Coaching, Conflict Resolution, Administration, Leadership
Education
Norwich University 2013 — 2014
Master of Science (M.S.), Organizational Leadership
Fairleigh Dickinson University 2004 — 2004
HR Management
United States Naval Academy 1989 — 1993
Bachelor of Science (B.S.), History
Kent School 1988 — 1989
Michael Vas Nunes Michael Vas Nunes's OppenheimerFunds Experience September 2010 - October 2011
Job Director of Account Management at Merchants Capital Access
Industry Financial Services
Experience
Merchants Capital Access August 2015 - Present
On Deck Capital, Inc. November 2011 - July 2015
OppenheimerFunds September 2010 - October 2011
Morgan Stanley Smith Barney 2007 - 2010
Skills
Finance, Salesforce.com, Credit, Account Management, Credit Cards, Marketing, Financial Services, Merchant Services, Commercial Lending, Portfolio Management, Management, Sales, Sales Management, Fixed Income, Small Business Lending
Education
Elon University
Merchants Capital Access August 2015 - Present
On Deck Capital, Inc. November 2011 - July 2015
OppenheimerFunds September 2010 - October 2011
Morgan Stanley Smith Barney 2007 - 2010
Skills
Finance, Salesforce.com, Credit, Account Management, Credit Cards, Marketing, Financial Services, Merchant Services, Commercial Lending, Portfolio Management, Management, Sales, Sales Management, Fixed Income, Small Business Lending
Education
Elon University
Rob Works Rob Works's OppenheimerFunds Experience July 2013 - December 2013
Job Incentive Compensation Expert at Xactly helping align employee behavior to corporate goals
Industry Computer Software
Experience
Xactly Corp January 2015 - Present
ADP January 2014 - January 2015
OppenheimerFunds July 2013 - December 2013
United States Marine Corps October 2002 - November 2008
Skills
Research, Military, National Security, Military Operations, Counterterrorism, Military Experience, Security Clearance, Intelligence Analysis, Leadership, Organizational..., Government, DoD, Leadership Development, Navy, International Relations, Policy, Policy Analysis, Crisis Management, Intelligence, Personnel Management, Command, Team Leadership, Public Speaking, Operational Planning, Program Management, Proposal Writing, Training, Strategic Planning, Political Science, Analysis, Information Assurance, Security, Sales
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor of Arts (B.A.), Peace, War, and Defense
University of Wisconsin at MadisonSummer 2011 2011 — 2011
Durham Technical Community College 2009 — 2010
Associate, Arts
Xactly Corp January 2015 - Present
ADP January 2014 - January 2015
OppenheimerFunds July 2013 - December 2013
United States Marine Corps October 2002 - November 2008
Skills
Research, Military, National Security, Military Operations, Counterterrorism, Military Experience, Security Clearance, Intelligence Analysis, Leadership, Organizational..., Government, DoD, Leadership Development, Navy, International Relations, Policy, Policy Analysis, Crisis Management, Intelligence, Personnel Management, Command, Team Leadership, Public Speaking, Operational Planning, Program Management, Proposal Writing, Training, Strategic Planning, Political Science, Analysis, Information Assurance, Security, Sales
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor of Arts (B.A.), Peace, War, and Defense
University of Wisconsin at MadisonSummer 2011 2011 — 2011
Durham Technical Community College 2009 — 2010
Associate, Arts
Mona Breed's OppenheimerFunds Experience June 2013 - Present
Job
Industry Financial Services
Experience
OppenheimerFunds June 2013 - Present
The Boston Consulting Group February 2013 - May 2013
Apollo Management July 2010 - January 2013
PwC July 2008 - July 2010
PwC July 2005 - July 2008
PwC July 2004 - July 2005
PwC July 2003 - July 2004
PwC February 2002 - July 2003
x6 Inc April 1997 - February 2002
Price Waterhouse April 1994 - April 1997
Skills
Business Process..., IT Strategy, Governance, Business Analysis, Sarbanes-Oxley Act, Process Improvement, Business Process, ERP, Change Management, PMO, PeopleSoft, Strategy, Integration, CRM, Project Delivery, Analysis, Cross-functional Team..., Management, Leadership, SAP
Education
Emory University 1985 — 1989
Bachelor of Arts (BA), English, Physics, Accounting
CCHS
OppenheimerFunds June 2013 - Present
The Boston Consulting Group February 2013 - May 2013
Apollo Management July 2010 - January 2013
PwC July 2008 - July 2010
PwC July 2005 - July 2008
PwC July 2004 - July 2005
PwC July 2003 - July 2004
PwC February 2002 - July 2003
x6 Inc April 1997 - February 2002
Price Waterhouse April 1994 - April 1997
Skills
Business Process..., IT Strategy, Governance, Business Analysis, Sarbanes-Oxley Act, Process Improvement, Business Process, ERP, Change Management, PMO, PeopleSoft, Strategy, Integration, CRM, Project Delivery, Analysis, Cross-functional Team..., Management, Leadership, SAP
Education
Emory University 1985 — 1989
Bachelor of Arts (BA), English, Physics, Accounting
CCHS
Nadeem Waheed's OppenheimerFunds Experience July 2015 - Present
Job
Industry Financial Services
Experience
OppenheimerFunds July 2015 - Present
Independent Consultant March 2011 - July 2015
J.P. Morgan August 2006 - February 2011
Citi July 2003 - August 2006
Citigroup November 2002 - June 2003
Skills
Business Analysis, Strategy, IT Strategy, Program Management, Business Process, Product Management, Project Management, Start-ups, Management Consulting, Management, Analysis, Business Development, Competitive Analysis, Leadership, SDLC, Securities, Fixed Income, Recruiting, SQL, Operational Excellence, Financial Modeling, Financial Analysis, Investment Management, Entrepreneurship, Small Business, Analytics, Business Process..., Oracle
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, General Management/Finance
Stevens Institute of Technology 1999 — 2003
BE, Computer Engineering
Richmond Hill 1995 — 1999
High School, N/A
OppenheimerFunds July 2015 - Present
Independent Consultant March 2011 - July 2015
J.P. Morgan August 2006 - February 2011
Citi July 2003 - August 2006
Citigroup November 2002 - June 2003
Skills
Business Analysis, Strategy, IT Strategy, Program Management, Business Process, Product Management, Project Management, Start-ups, Management Consulting, Management, Analysis, Business Development, Competitive Analysis, Leadership, SDLC, Securities, Fixed Income, Recruiting, SQL, Operational Excellence, Financial Modeling, Financial Analysis, Investment Management, Entrepreneurship, Small Business, Analytics, Business Process..., Oracle
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, General Management/Finance
Stevens Institute of Technology 1999 — 2003
BE, Computer Engineering
Richmond Hill 1995 — 1999
High School, N/A
John Saunders, CIMA®, CRPC®'s OppenheimerFunds Experience May 2014 - Present
Job SVP/Divisional Sales Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2014 - Present
Skills
CIMA, CRPC, Series 7, Series 63, Series 24
Education
University of Wisconsin-Madison 1991 — 1995
Bachelor of Science (BS), Economics
Georgetown University
Georgetown University
OppenheimerFunds May 2014 - Present
Skills
CIMA, CRPC, Series 7, Series 63, Series 24
Education
University of Wisconsin-Madison 1991 — 1995
Bachelor of Science (BS), Economics
Georgetown University
Georgetown University
Toby Hoden's OppenheimerFunds Experience 1992 - 1998
Job Chief Marketing Officer at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management May 2014 - Present
ING U.S. Investment Management 2008 - April 2014
ING October 2005 - February 2008
OppenheimerFunds 1992 - 1998
Citibank 1990 - 1992
Skills
Marketing, Advertising, Market Research, Sponsorship, Mutual Funds, Asset Management, Alternative Investments, Investments, Portfolio Management, Financial Services, Asset Allocation, Strategy
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA
West Virginia University 1976 — 1980
BS
Voya Investment Management May 2014 - Present
ING U.S. Investment Management 2008 - April 2014
ING October 2005 - February 2008
OppenheimerFunds 1992 - 1998
Citibank 1990 - 1992
Skills
Marketing, Advertising, Market Research, Sponsorship, Mutual Funds, Asset Management, Alternative Investments, Investments, Portfolio Management, Financial Services, Asset Allocation, Strategy
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA
West Virginia University 1976 — 1980
BS
Alissa Clare's OppenheimerFunds Experience June 2015 - Present
Job Vice President Assistant Counsel at OppenheimerFunds
Industry Law Practice
Experience
OppenheimerFunds June 2015 - Present
Linklaters June 2012 - May 2015
Linklaters March 2011 - May 2012
Linklaters LLP September 2006 - March 2011
Shearman & Sterling LLP 2000 - 2003
Skills
Structured Products, Securities, Structured Finance, Securities Regulation, Corporate Law, Cross-border..., Capital Markets, Private Equity, Derivatives
Education
Georgetown University Law Center 2003 — 2006
Juris Doctor (J.D.)
Georgetown University 1996 — 2000
Bachelorâs Degree, School of Foreign Service
OppenheimerFunds June 2015 - Present
Linklaters June 2012 - May 2015
Linklaters March 2011 - May 2012
Linklaters LLP September 2006 - March 2011
Shearman & Sterling LLP 2000 - 2003
Skills
Structured Products, Securities, Structured Finance, Securities Regulation, Corporate Law, Cross-border..., Capital Markets, Private Equity, Derivatives
Education
Georgetown University Law Center 2003 — 2006
Juris Doctor (J.D.)
Georgetown University 1996 — 2000
Bachelorâs Degree, School of Foreign Service
Michael Cardenas's OppenheimerFunds Experience November 1997 - December 2002
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC December 2002 - Present
OppenheimerFunds November 1997 - December 2002
Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, 401k, Alternative Investments, Asset Allocation, Asset Managment, FINRA, Financial Planning, Financial Services, Insurance, Investment Strategies, Investments, Retirement, Retirement Planning, Securities, Separately Managed..., Series 24, Series 65, Variable Annuities, Wealth Management
Education
Eastern Michigan University 1992 — 1996
Jackson National Life Distributors LLC December 2002 - Present
OppenheimerFunds November 1997 - December 2002
Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, 401k, Alternative Investments, Asset Allocation, Asset Managment, FINRA, Financial Planning, Financial Services, Insurance, Investment Strategies, Investments, Retirement, Retirement Planning, Securities, Separately Managed..., Series 24, Series 65, Variable Annuities, Wealth Management
Education
Eastern Michigan University 1992 — 1996
Omar Idilby's OppenheimerFunds Experience June 2015 - Present
Job Investment Fund Attorney
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
Brown Brothers Harriman & Co. January 2011 - February 2015
Reed Smith LLP December 2009 - January 2011
Alston & Bird LLP April 2006 - January 2009
Schulte Roth & Zabel September 2003 - March 2006
Federal Reserve Bank of New York 1998 - 2000
Skills
Investments, Alternative Investments, Due Diligence, Hedge Funds, Private Equity, Financial Services, Financial Risk, Investment Management, Capital Markets, Mergers, Mutual Funds, Securities
Education
Georgetown University Law Center 2000 — 2003
JD, Law
Duke University 1994 — 1998
AB, English, French
Université Paris Sorbonne (Paris IV) 1993 — 1994
Diplome Annuel, Cours de Civilisation Francaise
Charterhouse School 1988 — 1993
OppenheimerFunds June 2015 - Present
Brown Brothers Harriman & Co. January 2011 - February 2015
Reed Smith LLP December 2009 - January 2011
Alston & Bird LLP April 2006 - January 2009
Schulte Roth & Zabel September 2003 - March 2006
Federal Reserve Bank of New York 1998 - 2000
Skills
Investments, Alternative Investments, Due Diligence, Hedge Funds, Private Equity, Financial Services, Financial Risk, Investment Management, Capital Markets, Mergers, Mutual Funds, Securities
Education
Georgetown University Law Center 2000 — 2003
JD, Law
Duke University 1994 — 1998
AB, English, French
Université Paris Sorbonne (Paris IV) 1993 — 1994
Diplome Annuel, Cours de Civilisation Francaise
Charterhouse School 1988 — 1993
Robert Dunphy's OppenheimerFunds Experience August 2004 - Present
Job Portfolio Manager at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2004 - Present
Nextel Communications August 2002 - May 2004
Seneca Financial Group 2001 - 2002
Education
London Business School 2007 — 2008
MSc., Finance
Georgetown University 1997 — 2001
BSFS, International Economics
Deerfield Academy
OppenheimerFunds August 2004 - Present
Nextel Communications August 2002 - May 2004
Seneca Financial Group 2001 - 2002
Education
London Business School 2007 — 2008
MSc., Finance
Georgetown University 1997 — 2001
BSFS, International Economics
Deerfield Academy
Steven Hough's OppenheimerFunds Experience 2011 - March 2013
Job Associate Advisor at Kremer & Associates, Inc.
Industry Financial Services
Experience
Kremer & Associates, Inc. April 2013 - Present
OppenheimerFunds 2011 - March 2013
Jackson National Life 2008 - July 2011
Jones Radio Networks 2006 - 2008
Education
Duquesne University 2002 — 2006
Bachelors
KCHS
Kremer & Associates, Inc. April 2013 - Present
OppenheimerFunds 2011 - March 2013
Jackson National Life 2008 - July 2011
Jones Radio Networks 2006 - 2008
Education
Duquesne University 2002 — 2006
Bachelors
KCHS
Jim Goldstein's OppenheimerFunds Experience December 2004 - November 2010
Job Vice President, Compliance
Industry Financial Services
Experience
Cohen & Steers November 2011 - Present
Brookfield Asset Management November 2010 - November 2011
OppenheimerFunds December 2004 - November 2010
Bear Stearns 2000 - 2004
Skills
Derivatives, Financial Services, Bloomberg, Mutual Funds, Series 7, Due Diligence, Equities, Capital Markets, Investment Advisory, Hedge Funds
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Public Accounting
University of Maryland College Park 1996 — 2000
BA, Criminology and Criminal Justice
Cohen & Steers November 2011 - Present
Brookfield Asset Management November 2010 - November 2011
OppenheimerFunds December 2004 - November 2010
Bear Stearns 2000 - 2004
Skills
Derivatives, Financial Services, Bloomberg, Mutual Funds, Series 7, Due Diligence, Equities, Capital Markets, Investment Advisory, Hedge Funds
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Public Accounting
University of Maryland College Park 1996 — 2000
BA, Criminology and Criminal Justice
Julie Ryan Burke, CFA's OppenheimerFunds Experience April 2000 - Present
Job Senior Reseach Analyst Healthcare, Oppenheimer Funds
Industry Investment Management
Experience
OppenheimerFunds April 2000 - Present
Morgan Stanley 1997 - 2000
Education
Georgetown University 1994 — 1997
Bachelor of Science (B.S.), Business Administration
Regina Dominican High School 1989 — 1993
Faith Hope & Charity
OppenheimerFunds April 2000 - Present
Morgan Stanley 1997 - 2000
Education
Georgetown University 1994 — 1997
Bachelor of Science (B.S.), Business Administration
Regina Dominican High School 1989 — 1993
Faith Hope & Charity
Raynald Leveque's OppenheimerFunds Experience February 2002 - July 2003
Job Director of Risk at New York State Common Retirement Fund
Industry Investment Management
Experience
New York State Common Retirement Fund July 2010 - Present
OppenheimerFunds, Inc July 2003 - June 2009
OppenheimerFunds February 2002 - July 2003
Fleet Securities / US Clearing (acquired by Bank of America in 2004) October 2000 - October 2001
BusinessEdge Solutions March 2000 - September 2000
Fleet Securities / US Clearing (acquired by Bank of America in 2004) November 1998 - March 2000
Pepsi Cola North America September 1996 - October 1998
Cabletron Systems September 1993 - June 1994
Skills
Equities, Asset Management, Fixed Income, Hedge Funds, Bloomberg, Portfolio Management, Financial Risk..., Capital Markets, MSCI BarraOne, BlackRock Green Package, Alternatives, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA
Rochester Institute of Technology
BS
New York State Common Retirement Fund July 2010 - Present
OppenheimerFunds, Inc July 2003 - June 2009
OppenheimerFunds February 2002 - July 2003
Fleet Securities / US Clearing (acquired by Bank of America in 2004) October 2000 - October 2001
BusinessEdge Solutions March 2000 - September 2000
Fleet Securities / US Clearing (acquired by Bank of America in 2004) November 1998 - March 2000
Pepsi Cola North America September 1996 - October 1998
Cabletron Systems September 1993 - June 1994
Skills
Equities, Asset Management, Fixed Income, Hedge Funds, Bloomberg, Portfolio Management, Financial Risk..., Capital Markets, MSCI BarraOne, BlackRock Green Package, Alternatives, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA
Rochester Institute of Technology
BS
Sylvia Shum's OppenheimerFunds Experience June 2008 - July 2010
Job Assistant Vice President at Barclays Capital
Industry Events Services
Experience
Barclays Capital May 2011 - Present
Barclays Capital September 2010 - May 2011
OppenheimerFunds June 2008 - July 2010
Western Asset Management June 2006 - June 2007
Lehman Brothers 2005 - 2006
Citigroup April 2000 - June 2005
Sonesta Hotels April 1999 - April 2000
Skills
Event Management, Corporate Events, Event Planning, Sponsorship, Customer Service, Marketing, Contract Negotiation, Public Relations, Food & Beverage, Meeting Planning, Management, Account Management, Negotiation, Marketing Strategy
Education
Fashion Institute of Technology 1989 — 1991
Barclays Capital May 2011 - Present
Barclays Capital September 2010 - May 2011
OppenheimerFunds June 2008 - July 2010
Western Asset Management June 2006 - June 2007
Lehman Brothers 2005 - 2006
Citigroup April 2000 - June 2005
Sonesta Hotels April 1999 - April 2000
Skills
Event Management, Corporate Events, Event Planning, Sponsorship, Customer Service, Marketing, Contract Negotiation, Public Relations, Food & Beverage, Meeting Planning, Management, Account Management, Negotiation, Marketing Strategy
Education
Fashion Institute of Technology 1989 — 1991
Brett Stein's OppenheimerFunds Experience July 2006 - Present
Job Vice President, Digital Technologies, OppenheimerFunds Inc
Industry Financial Services
Experience
OppenheimerFunds July 2006 - Present
XAware 2002 - 2006
Sapient Corporation 1998 - 2002
Skills
Vendor Management, SDLC, IT Strategy, Agile Methodologies, Enterprise Architecture, IT Management, Software Project..., Business Intelligence, Integration, SOA, Disaster Recovery, Data Warehousing, Visio, Project Portfolio..., Requirements Gathering, SharePoint
Education
Rensselaer Polytechnic Institute 1989 — 1991
MS, Computer and Systems Engineering
Georgia Institute of Technology 1984 — 1989
BS, Information and Computer Science
OppenheimerFunds July 2006 - Present
XAware 2002 - 2006
Sapient Corporation 1998 - 2002
Skills
Vendor Management, SDLC, IT Strategy, Agile Methodologies, Enterprise Architecture, IT Management, Software Project..., Business Intelligence, Integration, SOA, Disaster Recovery, Data Warehousing, Visio, Project Portfolio..., Requirements Gathering, SharePoint
Education
Rensselaer Polytechnic Institute 1989 — 1991
MS, Computer and Systems Engineering
Georgia Institute of Technology 1984 — 1989
BS, Information and Computer Science
Daryl Spivey's OppenheimerFunds Experience April 2006 - October 2010
Job Director of Development
Industry Media Production
Experience
A Dozen Eggs Entertainment 2007 - Present
T-Kwoht, Inc. April 2010 - August 2012
Oppenheimerfunds April 2006 - October 2010
Morgan Stanley 2000 - 2005
JPMorgan Chase 1996 - 2000
Skills
Direct Sales, Series 63, Social Media, Mutual Funds, Series 7, Retirement, Marketing Strategy, Business Development, CRM, Marketing, Investments, Sales, Insurance, Creative Writing, Series 6, New Business Development, Sales Presentations, 401k, Team Building, Sales Management, Customer Satisfaction, Employee Benefits, Sales Operations, Strategic Planning, Asset Allocation, Consulting, Social Media Marketing, Social Networking, Brand Development, Strategy, Salesforce.com, Strategic Partnerships, Relationship Management, Marketing Communications, Entrepreneurship, Leadership, Email Marketing, Advertising, Competitive Analysis
Education
Fordham University
A Dozen Eggs Entertainment 2007 - Present
T-Kwoht, Inc. April 2010 - August 2012
Oppenheimerfunds April 2006 - October 2010
Morgan Stanley 2000 - 2005
JPMorgan Chase 1996 - 2000
Skills
Direct Sales, Series 63, Social Media, Mutual Funds, Series 7, Retirement, Marketing Strategy, Business Development, CRM, Marketing, Investments, Sales, Insurance, Creative Writing, Series 6, New Business Development, Sales Presentations, 401k, Team Building, Sales Management, Customer Satisfaction, Employee Benefits, Sales Operations, Strategic Planning, Asset Allocation, Consulting, Social Media Marketing, Social Networking, Brand Development, Strategy, Salesforce.com, Strategic Partnerships, Relationship Management, Marketing Communications, Entrepreneurship, Leadership, Email Marketing, Advertising, Competitive Analysis
Education
Fordham University
Brian Levitt's OppenheimerFunds Experience April 2000 - Present
Job Senior Investment Strategist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2000 - Present
Morgan Stanley September 1998 - March 2000
Skills
Financial Analysis, Change Management, Finance, Economics, Data Analysis, Risk Management
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Finance
University of Michigan 1994 — 1998
Bachelor’s Degree, Economics
OppenheimerFunds April 2000 - Present
Morgan Stanley September 1998 - March 2000
Skills
Financial Analysis, Change Management, Finance, Economics, Data Analysis, Risk Management
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Finance
University of Michigan 1994 — 1998
Bachelor’s Degree, Economics
Eva Coop's OppenheimerFunds Experience April 1996 - June 2002
Job IT Risk Manager at Capital One
Industry Financial Services
Experience
Capital One February 2013 - Present
HSBC May 2010 - June 2012
HSBC October 2009 - May 2010
HSBC Finance Corporation -Consumer Lending 2003 - October 2009
OppenheimerFunds April 1996 - June 2002
KFC Corporation May 1991 - February 1996
Skills
IT Relationship..., Clarity, Offshoring, JCL, DB2, COBOL, IT Strategy, Business Analysis, IT Management, Mainframe, Banking, SAS, Project Management, Management, Process Improvement, Visio, Data Warehousing, Cognos, Oracle, Business Process, SDLC, Requirements Gathering, MS Project, Business Requirements, Microsoft SQL Server, Offshore Software..., PMO, Software Project..., Team Management, Requirements Analysis
Education
University of Louisville 1991 — 1994
Bachelor of Science (B.S.), Information Systems and Data Processing
Eastern Kentucky University
Bachelor of Music Education, Music Education
Capital One February 2013 - Present
HSBC May 2010 - June 2012
HSBC October 2009 - May 2010
HSBC Finance Corporation -Consumer Lending 2003 - October 2009
OppenheimerFunds April 1996 - June 2002
KFC Corporation May 1991 - February 1996
Skills
IT Relationship..., Clarity, Offshoring, JCL, DB2, COBOL, IT Strategy, Business Analysis, IT Management, Mainframe, Banking, SAS, Project Management, Management, Process Improvement, Visio, Data Warehousing, Cognos, Oracle, Business Process, SDLC, Requirements Gathering, MS Project, Business Requirements, Microsoft SQL Server, Offshore Software..., PMO, Software Project..., Team Management, Requirements Analysis
Education
University of Louisville 1991 — 1994
Bachelor of Science (B.S.), Information Systems and Data Processing
Eastern Kentucky University
Bachelor of Music Education, Music Education
Gavin McCarty, CPA's OppenheimerFunds Experience March 2015 - Present
Job Corporate Accounting Manager at Oppenheimer
Industry Financial Services
Experience
OppenheimerFunds March 2015 - Present
Janus Capital Group January 2014 - March 2015
Janus Capital Group June 2011 - December 2013
Xanterra Parks & Resorts May 2007 - June 2011
PricewaterhouseCoopers January 2005 - May 2007
Skills
Financial Reporting, Sarbanes-Oxley Act, SEC filings
Education
University of Maryland College Park 1995 — 1999
BA, Economics
George Mason University
BS, Accounting
OppenheimerFunds March 2015 - Present
Janus Capital Group January 2014 - March 2015
Janus Capital Group June 2011 - December 2013
Xanterra Parks & Resorts May 2007 - June 2011
PricewaterhouseCoopers January 2005 - May 2007
Skills
Financial Reporting, Sarbanes-Oxley Act, SEC filings
Education
University of Maryland College Park 1995 — 1999
BA, Economics
George Mason University
BS, Accounting
Samuel Groban, CFA's OppenheimerFunds Experience July 2009 - Present
Job Vice President, Domestic Fixed Income Strategies
Industry Investment Management
Experience
OppenheimerFunds July 2009 - Present
Bear Stearns Asset Management April 2005 - November 2008
AllianceBernstein October 2001 - March 2005
Rydex Investments October 2000 - September 2001
Skills
Hedge Funds, Due Diligence, Equities, Alternative Investments, Asset Managment, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA
University of Michigan 1996 — 2000
BA
OppenheimerFunds July 2009 - Present
Bear Stearns Asset Management April 2005 - November 2008
AllianceBernstein October 2001 - March 2005
Rydex Investments October 2000 - September 2001
Skills
Hedge Funds, Due Diligence, Equities, Alternative Investments, Asset Managment, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA
University of Michigan 1996 — 2000
BA
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
Gardner Linda's OppenheimerFunds Experience December 1984 - August 1999
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock August 1999 - Present
OppenheimerFunds December 1984 - August 1999
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
Georgetown University 1980 — 1984
BA, Economics
St Mary High School
BlackRock August 1999 - Present
OppenheimerFunds December 1984 - August 1999
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
Georgetown University 1980 — 1984
BA, Economics
St Mary High School
Sarah Welty's OppenheimerFunds Experience October 2008 - Present
Job Marketing Manager at OppenheimerFunds, Head of Corporate Philanthropy
Industry Financial Services
Experience
OppenheimerFunds October 2008 - Present
UBS Wealth Management July 2006 - October 2008
Skills
Series 63, Series 7, Financial Services, Strategic Partnerships, Investments, Marketing, Marketing Strategy, Mutual Funds, Alternative Investments, Wealth Management
Education
Fordham Gabelli School of Business
MBA, dual major - marketing & communications
OppenheimerFunds October 2008 - Present
UBS Wealth Management July 2006 - October 2008
Skills
Series 63, Series 7, Financial Services, Strategic Partnerships, Investments, Marketing, Marketing Strategy, Mutual Funds, Alternative Investments, Wealth Management
Education
Fordham Gabelli School of Business
MBA, dual major - marketing & communications
Kevin Ryan, CFA's OppenheimerFunds Experience March 1997 - November 2003
Job Vice President at Cliffwater LLC
Industry Research
Experience
Cliffwater LLC November 2014 - Present
Analytical Research US, LLC January 2013 - November 2014
Barry Vogel & Associates July 2010 - January 2013
Agnos Partners January 2009 - August 2009
Weston Capital Management February 2006 - September 2008
OppenheimerFunds March 1997 - November 2003
Skills
Hedge Funds, Asset Allocation, Due Diligence, Equity Research, Client Service, Series 7, Fund Of Funds, Valuation, Investment Strategies, Equities, Alternative Investments, Investments, Financial Modeling, Chartered Financial..., Financial Services, Financial Markets, Investment Management, Mutual Funds, Portfolio Management
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Cliffwater LLC November 2014 - Present
Analytical Research US, LLC January 2013 - November 2014
Barry Vogel & Associates July 2010 - January 2013
Agnos Partners January 2009 - August 2009
Weston Capital Management February 2006 - September 2008
OppenheimerFunds March 1997 - November 2003
Skills
Hedge Funds, Asset Allocation, Due Diligence, Equity Research, Client Service, Series 7, Fund Of Funds, Valuation, Investment Strategies, Equities, Alternative Investments, Investments, Financial Modeling, Chartered Financial..., Financial Services, Financial Markets, Investment Management, Mutual Funds, Portfolio Management
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Joanne Pace's OppenheimerFunds Experience November 2012 - Present
Job Independent Board Director and Senior Advisor
Industry Financial Services
Experience
Horizon Blue Cross Blue Shield of New Jersey November 2012 - Present
OppenheimerFunds November 2012 - Present
The Alberleen Group LLC March 2012 - Present
Massey Quick & Co., LLC October 2014 - Present
Skills
Board of Director..., Corporate Governance, Hedge Funds, Alternative Investments, Asset Management, Capital Markets, Financial Markets, Fund Of Funds, Investment Advisory, Financial Management...
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General, MBA
Fairfield University
Bachelor's degree, Accounting
Horizon Blue Cross Blue Shield of New Jersey November 2012 - Present
OppenheimerFunds November 2012 - Present
The Alberleen Group LLC March 2012 - Present
Massey Quick & Co., LLC October 2014 - Present
Skills
Board of Director..., Corporate Governance, Hedge Funds, Alternative Investments, Asset Management, Capital Markets, Financial Markets, Fund Of Funds, Investment Advisory, Financial Management...
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General, MBA
Fairfield University
Bachelor's degree, Accounting
David Preuss's OppenheimerFunds Experience January 2003 - March 2011
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2013 - Present
Financial Directions Group November 2011 - August 2013
OppenheimerFunds January 2003 - March 2011
OppenheimerFunds August 2001 - December 2002
OppenheimerFunds June 2000 - July 2001
Skills
Retirement, Investments, Financial Advisory, Series 63, Series 7, Mutual Funds, Asset Allocation, CIMA
Education
Fairleigh Dickinson University 1995 — 1999
MBA, Finance
Florida Institute of Technology
Transamerica Retirement Solutions August 2013 - Present
Financial Directions Group November 2011 - August 2013
OppenheimerFunds January 2003 - March 2011
OppenheimerFunds August 2001 - December 2002
OppenheimerFunds June 2000 - July 2001
Skills
Retirement, Investments, Financial Advisory, Series 63, Series 7, Mutual Funds, Asset Allocation, CIMA
Education
Fairleigh Dickinson University 1995 — 1999
MBA, Finance
Florida Institute of Technology
Ken Rosenson's OppenheimerFunds Experience May 1994 - January 2008
Job Senior Regional Vice President, Arizona/Los Angeles County/Central CA/Inland Empire, Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management January 2008 - Present
OppenheimerFunds May 1994 - January 2008
Dreyfus Service Corporation June 1993 - May 1994
Education
Emory University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
Deutsche Asset & Wealth Management January 2008 - Present
OppenheimerFunds May 1994 - January 2008
Dreyfus Service Corporation June 1993 - May 1994
Education
Emory University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
Vanessa Rigg Prentice's OppenheimerFunds Experience 1986 - 1988
Job Director of Development at Saint Joseph Abbey and Seminary College
Industry Fund-Raising
Experience
Saint Joseph Abbey and Seminary College August 2005 - November 2014
Hibernia National Bank 1992 - 1996
Reuters 1988 - 1991
Bear Stearns 1987 - 1988
OppenheimerFunds 1986 - 1988
Skills
Nonprofits, Strategic Planning, Public Speaking, Fixed Income, Community Outreach, Volunteer Management, Equities, Event Planning, Fundraising, Leadership
Education
Loyola University New Orleans 1991 — 1993
MBA, Business
Fordham University 1988 — 1991
MBA, Business
University of Massachusetts, Amherst 1983 — 1986
B.A., Marketing
Saint Joseph Abbey and Seminary College August 2005 - November 2014
Hibernia National Bank 1992 - 1996
Reuters 1988 - 1991
Bear Stearns 1987 - 1988
OppenheimerFunds 1986 - 1988
Skills
Nonprofits, Strategic Planning, Public Speaking, Fixed Income, Community Outreach, Volunteer Management, Equities, Event Planning, Fundraising, Leadership
Education
Loyola University New Orleans 1991 — 1993
MBA, Business
Fordham University 1988 — 1991
MBA, Business
University of Massachusetts, Amherst 1983 — 1986
B.A., Marketing
Matthew Tartaglia's OppenheimerFunds Experience July 2005 - June 2007
Job Lead Solutions Architect at Ally Financial Inc.
Industry Information Technology and Services
Experience
Ally Financial Inc. November 2011 - Present
Enterprise Engineering, Inc. January 2010 - October 2011
Bank of America -Columbia Management August 2007 - February 2009
OppenheimerFunds July 2005 - June 2007
Bank of America May 2002 - July 2005
Bank of New York Mellon September 2000 - May 2002
Merrill Lynch May 1991 - July 2000
Skills
Enterprise Software, Portfolio Management, Management, Financial Services, Vendor Management, SDLC, Business Analysis, Investments, Trading Systems, Oracle, Human Resources, Asset Managment, Trading, Asset Management, Executive Management, Enterprise Architecture, Program Management, Data Warehousing, Equities, Business Intelligence, IT Strategy, Risk Management, Application Security..., Application..., Web Application Design, Desktop Application..., Microsoft SQL Server
Education
Fairleigh Dickinson University 1985 — 1990
Bachelors of Science, Finance /Computer Science
Ally Financial Inc. November 2011 - Present
Enterprise Engineering, Inc. January 2010 - October 2011
Bank of America -Columbia Management August 2007 - February 2009
OppenheimerFunds July 2005 - June 2007
Bank of America May 2002 - July 2005
Bank of New York Mellon September 2000 - May 2002
Merrill Lynch May 1991 - July 2000
Skills
Enterprise Software, Portfolio Management, Management, Financial Services, Vendor Management, SDLC, Business Analysis, Investments, Trading Systems, Oracle, Human Resources, Asset Managment, Trading, Asset Management, Executive Management, Enterprise Architecture, Program Management, Data Warehousing, Equities, Business Intelligence, IT Strategy, Risk Management, Application Security..., Application..., Web Application Design, Desktop Application..., Microsoft SQL Server
Education
Fairleigh Dickinson University 1985 — 1990
Bachelors of Science, Finance /Computer Science
Joy Budzinski's OppenheimerFunds Experience May 2009 - Present
Job Principal at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds May 2009 - Present
RS Investments August 2006 - April 2009
The Bank of New York December 2001 - August 2006
Allianz of America March 1999 - December 2001
Education
Fairleigh Dickinson University 1993 — 1995
MBA, Finance
Rider University 1986 — 1990
BS, Finance
OppenheimerFunds May 2009 - Present
RS Investments August 2006 - April 2009
The Bank of New York December 2001 - August 2006
Allianz of America March 1999 - December 2001
Education
Fairleigh Dickinson University 1993 — 1995
MBA, Finance
Rider University 1986 — 1990
BS, Finance
Chase Mazzariello's OppenheimerFunds Experience May 2012 - August 2013
Job Associate at Indus Capital Partners, LLC
Industry Financial Services
Experience
Indus Capital September 2013 - Present
CrowdHut December 2012 - January 2014
OppenheimerFunds May 2012 - August 2013
Artio Global Investors September 2009 - May 2012
Citi September 2007 - June 2009
Skills
Institutional Sales, Institutional..., Hedge Funds, Alternative Investments, Investments, Bloomberg, Equities, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Crowdfunding, Investment Management, Equity Research, Finance, Asset Managment, Securities, Emerging Markets, Financial Modeling, Technology, Sales, Sales Management, Consultant Relations, Client Relations, Client Services, Client Development, Investor Relations, Sales Presentations
Education
Georgetown University 2003 — 2007
BSBA, Finance, History
Don Bosco Preparatory High School 1999 — 2003
Indus Capital September 2013 - Present
CrowdHut December 2012 - January 2014
OppenheimerFunds May 2012 - August 2013
Artio Global Investors September 2009 - May 2012
Citi September 2007 - June 2009
Skills
Institutional Sales, Institutional..., Hedge Funds, Alternative Investments, Investments, Bloomberg, Equities, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Crowdfunding, Investment Management, Equity Research, Finance, Asset Managment, Securities, Emerging Markets, Financial Modeling, Technology, Sales, Sales Management, Consultant Relations, Client Relations, Client Services, Client Development, Investor Relations, Sales Presentations
Education
Georgetown University 2003 — 2007
BSBA, Finance, History
Don Bosco Preparatory High School 1999 — 2003
Denis Molleur's OppenheimerFunds Experience April 1991 - April 2004
Job Senior Vice President & Associate General Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2011 - Present
BlackRock 2006 - August 2010
Merrill Lynch Investment Managers May 2006 - October 2006
Merrill Lynch Investment Managers April 2004 - May 2006
OppenheimerFunds April 1991 - April 2004
Skills
Investment Advisory, Hedge Funds, Executive Management, Securities, Mutual Funds, Investment Management, Financial Services, Retirement Planning, Risk Management, Investments, Alternative Investments, Financial Advisory, Separately Managed..., Series 7, Wealth Management, Equities, FINRA, Asset Management, Fixed Income, Series 63, Series 24, Capital Markets, Private Equity, Securities Regulation, Derivatives, ETFs, Corporate Governance
Education
Georgetown University Law Center 1980 — 1983
JD, LLM in Securities Regulation
Loyola University Maryland 1976 — 1980
BA, Business Administration
Brown Brothers Harriman 2011 - Present
BlackRock 2006 - August 2010
Merrill Lynch Investment Managers May 2006 - October 2006
Merrill Lynch Investment Managers April 2004 - May 2006
OppenheimerFunds April 1991 - April 2004
Skills
Investment Advisory, Hedge Funds, Executive Management, Securities, Mutual Funds, Investment Management, Financial Services, Retirement Planning, Risk Management, Investments, Alternative Investments, Financial Advisory, Separately Managed..., Series 7, Wealth Management, Equities, FINRA, Asset Management, Fixed Income, Series 63, Series 24, Capital Markets, Private Equity, Securities Regulation, Derivatives, ETFs, Corporate Governance
Education
Georgetown University Law Center 1980 — 1983
JD, LLM in Securities Regulation
Loyola University Maryland 1976 — 1980
BA, Business Administration
Jay Gentry, CIMA's OppenheimerFunds Experience June 2015 - Present
Job Southeast Division Manager Senior Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2015 - Present
Russell Investments April 2004 - June 2015
U.S. Trust Company 2000 - 2004
Morgan Stanley 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Investment Strategies, ETFs, Asset Management, Investment Management, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Equities, Hedge Funds, Management, Portfolio Management, Fixed Income, Securities, Series 24, Retirement Planning, Financial Services, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Finance
OppenheimerFunds June 2015 - Present
Russell Investments April 2004 - June 2015
U.S. Trust Company 2000 - 2004
Morgan Stanley 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Investment Strategies, ETFs, Asset Management, Investment Management, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Equities, Hedge Funds, Management, Portfolio Management, Fixed Income, Securities, Series 24, Retirement Planning, Financial Services, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Finance
Dr. Philipp Hensler's OppenheimerFunds Experience March 2010 - December 2013
Job President & coCEO at Vontobel Asset Management
Industry Financial Services
Experience
Vontobel Asset Management March 2014 - Present
OppenheimerFunds March 2010 - December 2013
Skills
Separately Managed..., Mutual Funds, Series 7, Alternative Investments, Series 63, Asset Allocation, Asset Managment, Investments, Series 24, Wealth Management, Investment Advisory
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2013
Doctor of Management, Sustainable Design/Organizational Behavior
Duke University 2000 — 2001
Master of Business Administration (M.B.A.)
Vontobel Asset Management March 2014 - Present
OppenheimerFunds March 2010 - December 2013
Skills
Separately Managed..., Mutual Funds, Series 7, Alternative Investments, Series 63, Asset Allocation, Asset Managment, Investments, Series 24, Wealth Management, Investment Advisory
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2013
Doctor of Management, Sustainable Design/Organizational Behavior
Duke University 2000 — 2001
Master of Business Administration (M.B.A.)
Amir Hirani's OppenheimerFunds Experience July 2013 - July 2015
Job Senior Investments Business Analyst at MetLife Investments
Industry Investment Management
Experience
MetLife Investments July 2015 - Present
OppenheimerFunds July 2013 - July 2015
Morgan Stanley April 2012 - July 2013
Barclays Capital June 2010 - April 2012
Deloitte July 2001 - May 2010
Skills
Business Analysis, SDLC, Business Intelligence, IT Strategy, Requirements Gathering, Data Warehousing, PMO, Change Management, Process Improvement, Fixed Income, Business Requirements, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Global Business, Management
Drexel University - College of Business and Administration 1998 — 2001
Bachelor of Science (BS), Management Information Systems and Services
MetLife Investments July 2015 - Present
OppenheimerFunds July 2013 - July 2015
Morgan Stanley April 2012 - July 2013
Barclays Capital June 2010 - April 2012
Deloitte July 2001 - May 2010
Skills
Business Analysis, SDLC, Business Intelligence, IT Strategy, Requirements Gathering, Data Warehousing, PMO, Change Management, Process Improvement, Fixed Income, Business Requirements, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Global Business, Management
Drexel University - College of Business and Administration 1998 — 2001
Bachelor of Science (BS), Management Information Systems and Services
John McDonough's OppenheimerFunds Experience March 2009 - January 2014
Job CEO at OppenheimerFunds Distributor, Inc at OppenheimerFunds
Industry Financial Services
Experience
Oppenheimer Funds Distributor, Inc January 2014 - Present
OppenheimerFunds March 2009 - January 2014
OppenheimerFunds January 2007 - January 2014
OppenheimerFunds April 2004 - January 2007
OppenheimerFunds January 1998 - April 2004
Skills
Investments, Equities, Portfolio Management, Fixed Income, Financial Services, Series 63, Asset Management, Relationship Management, Wealth Management, Retirement Planning, Securities, Bloomberg, Alternative Investments, Asset Allocation, Business Analysis
Education
Georgetown University - The McDonough School of Business 2000 — 2001
International Business Management Certificate, International Business
University of Richmond 1988 — 1991
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Oppenheimer Funds Distributor, Inc January 2014 - Present
OppenheimerFunds March 2009 - January 2014
OppenheimerFunds January 2007 - January 2014
OppenheimerFunds April 2004 - January 2007
OppenheimerFunds January 1998 - April 2004
Skills
Investments, Equities, Portfolio Management, Fixed Income, Financial Services, Series 63, Asset Management, Relationship Management, Wealth Management, Retirement Planning, Securities, Bloomberg, Alternative Investments, Asset Allocation, Business Analysis
Education
Georgetown University - The McDonough School of Business 2000 — 2001
International Business Management Certificate, International Business
University of Richmond 1988 — 1991
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Mathias Strohfeldt's OppenheimerFunds Experience February 2015 - Present
Job Senior Research Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds February 2015 - Present
GIR January 2014 - January 2015
Franklin Templeton Investments February 2005 - October 2013
Allianz Global Investors October 1998 - January 2005
Sal. Oppenheim November 1994 - December 1997
SG Warburg April 1994 - October 1994
Société Générale October 1992 - March 1994
Skills
Rigourous bottom up..., patience and discipline, strenght in written..., Fluency in English,..., CFA charter, Investment Banking, Capital Markets, Equities, Strategy, Investments, Derivatives, Bonds, Emerging Markets, Equity Research, Structured Finance, Finance, Equity Derivatives, Bloomberg
Education
University of Cambridge 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, 3.85
Drexel University 1990 — 1992
Bachelor of Science (BS), Finance, Economics, 3.97
OppenheimerFunds February 2015 - Present
GIR January 2014 - January 2015
Franklin Templeton Investments February 2005 - October 2013
Allianz Global Investors October 1998 - January 2005
Sal. Oppenheim November 1994 - December 1997
SG Warburg April 1994 - October 1994
Société Générale October 1992 - March 1994
Skills
Rigourous bottom up..., patience and discipline, strenght in written..., Fluency in English,..., CFA charter, Investment Banking, Capital Markets, Equities, Strategy, Investments, Derivatives, Bonds, Emerging Markets, Equity Research, Structured Finance, Finance, Equity Derivatives, Bloomberg
Education
University of Cambridge 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, 3.85
Drexel University 1990 — 1992
Bachelor of Science (BS), Finance, Economics, 3.97
Gretchen Sauer's OppenheimerFunds Experience August 2009 - Present
Job Processing Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2009 - Present
Education
Friends University 2001 — 2004
Bachelors in Business Administration, Business Administration, Marketing
Garden City Community College 1999 — 2001
Associates in Science, Criminal Justice
OppenheimerFunds August 2009 - Present
Education
Friends University 2001 — 2004
Bachelors in Business Administration, Business Administration, Marketing
Garden City Community College 1999 — 2001
Associates in Science, Criminal Justice
Linda Dukes's OppenheimerFunds Experience December 1981 - October 2014
Job Retired programmer/analyst
Industry Financial Services
Experience
OppenheimerFunds December 1981 - October 2014
Education
Florida Institute of Technology
Bachelor's degree, physical oceanography
OppenheimerFunds December 1981 - October 2014
Education
Florida Institute of Technology
Bachelor's degree, physical oceanography
Kenneth Henry's OppenheimerFunds Experience December 2007 - Present
Job V.P.Investment Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2007 - Present
Bear Stearns May 1998 - October 2007
Merrill Lynch August 1985 - May 1998
Education
Harvard Business School 1975 — 1977
MBA
Drexel University 1970 — 1975
B.S., Commerce & Engineering Sciences
OppenheimerFunds December 2007 - Present
Bear Stearns May 1998 - October 2007
Merrill Lynch August 1985 - May 1998
Education
Harvard Business School 1975 — 1977
MBA
Drexel University 1970 — 1975
B.S., Commerce & Engineering Sciences
Shivanjali Joshi, PMP's OppenheimerFunds Experience May 2012 - August 2012
Job Senior Consultant Advance Analytics at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young June 2013 - Present
SAP September 2012 - June 2013
OppenheimerFunds May 2012 - August 2012
Fordham University September 2011 - August 2012
UBS Wealth Management December 2011 - May 2012
Crest Premedia Pvt. Ltd. March 2009 - July 2011
Orchid Management Consultancy June 2007 - February 2009
Lintas May 2006 - July 2006
Skills
Offshore Project..., Quality Analysis, Corporate Communications, Performance Analysis, Capacity Analysis, Public Relations, Advertising, Marketing Communications, Media Relations, New Business Development, Feasibility Studies, Six Sigma, Event Management, Market Research, Cloud Computing, Project Analysis, Web Analytics, Performance Dashboards, Digital Marketing, Project Management, Analysis, Quality Control, Process Improvement, Analytics, Daily Operations..., Cross-functional Team..., Digital Strategy, Integrated Marketing, Management, Business Process..., Marketing, Leadership, Marketing Strategy, Business Development
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Marketing Analytics, IT
MITSOB 2007 — 2009
Post Graduate Program, Marketing and International Business
Pune University 2003 — 2007
BFA, Advertising
National Institute of Event Management 2003 — 2004
Diploma course, Event Management
Ernst & Young June 2013 - Present
SAP September 2012 - June 2013
OppenheimerFunds May 2012 - August 2012
Fordham University September 2011 - August 2012
UBS Wealth Management December 2011 - May 2012
Crest Premedia Pvt. Ltd. March 2009 - July 2011
Orchid Management Consultancy June 2007 - February 2009
Lintas May 2006 - July 2006
Skills
Offshore Project..., Quality Analysis, Corporate Communications, Performance Analysis, Capacity Analysis, Public Relations, Advertising, Marketing Communications, Media Relations, New Business Development, Feasibility Studies, Six Sigma, Event Management, Market Research, Cloud Computing, Project Analysis, Web Analytics, Performance Dashboards, Digital Marketing, Project Management, Analysis, Quality Control, Process Improvement, Analytics, Daily Operations..., Cross-functional Team..., Digital Strategy, Integrated Marketing, Management, Business Process..., Marketing, Leadership, Marketing Strategy, Business Development
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Marketing Analytics, IT
MITSOB 2007 — 2009
Post Graduate Program, Marketing and International Business
Pune University 2003 — 2007
BFA, Advertising
National Institute of Event Management 2003 — 2004
Diploma course, Event Management
Chen Sykes's OppenheimerFunds Experience July 2006 - Present
Job Sr Enterprise Data Warehouse Developer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2006 - Present
Dish Network October 2000 - July 2006
Lockheed Martin Information Technology October 1999 - October 2000
NxTrend Technology April 1998 - October 1999
Enterprise Information Solutions October 1997 - March 1998
Skills
Data Warehousing, PL/SQL, Databases, Informatica, Oracle, SQL, SDLC, Teradata, T-SQL, SQL Tuning, ETL, Exadata, Data Analysis, Agile Methodologies
Education
Georgia Institute of Technology
M. CP, GIS
Tsinghua University
B. E.
OppenheimerFunds July 2006 - Present
Dish Network October 2000 - July 2006
Lockheed Martin Information Technology October 1999 - October 2000
NxTrend Technology April 1998 - October 1999
Enterprise Information Solutions October 1997 - March 1998
Skills
Data Warehousing, PL/SQL, Databases, Informatica, Oracle, SQL, SDLC, Teradata, T-SQL, SQL Tuning, ETL, Exadata, Data Analysis, Agile Methodologies
Education
Georgia Institute of Technology
M. CP, GIS
Tsinghua University
B. E.
Timothy Spitz's OppenheimerFunds Experience March 2008 - Present
Job Product Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 2008 - Present
Education
Furman University 1993 — 1997
Bachelor of Arts, Business Administration
OppenheimerFunds March 2008 - Present
Education
Furman University 1993 — 1997
Bachelor of Arts, Business Administration
Angela Lenth, CIA, CIDA's OppenheimerFunds Experience September 2003 - Present
Job Senior Internal Auditor at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2003 - Present
OppenheimerFunds September 2002 - August 2003
OppenheimerFunds June 1999 - August 2002
Skills
Certified Internal..., Certified Investments..., Series 7, Financial Services, Sarbanes-Oxley Act, Equity Trading, Risk Management, Risk Assessment, Derivatives, Asset Management, Internal Controls, Capital Markets, Accounting, Securities, Financial Analysis, Investments, Internal Audit, Bloomberg, Strategic Financial..., Mutual Funds, Auditing, IT Audit
Education
Fort Lewis College 1995 — 1998
Bachelor of Arts (B.A.), Business/Managerial Economics
Gustavus Adolphus College 1992 — 1994
OppenheimerFunds September 2003 - Present
OppenheimerFunds September 2002 - August 2003
OppenheimerFunds June 1999 - August 2002
Skills
Certified Internal..., Certified Investments..., Series 7, Financial Services, Sarbanes-Oxley Act, Equity Trading, Risk Management, Risk Assessment, Derivatives, Asset Management, Internal Controls, Capital Markets, Accounting, Securities, Financial Analysis, Investments, Internal Audit, Bloomberg, Strategic Financial..., Mutual Funds, Auditing, IT Audit
Education
Fort Lewis College 1995 — 1998
Bachelor of Arts (B.A.), Business/Managerial Economics
Gustavus Adolphus College 1992 — 1994
Patricia LaCasse's OppenheimerFunds Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
OppenheimerFunds 2012 - Present
Charles Schwab 1999 - 2012
Skills
Series 7, Series 9/10, Series 63, Investments, Management, FINRA, Leadership, Business Analysis, Finance
Education
University of Colorado at Denver 1984 — 1987
Bachelor of Arts (B.A.), Economics
Fort Lewis College 1982 — 1984
OppenheimerFunds 2012 - Present
Charles Schwab 1999 - 2012
Skills
Series 7, Series 9/10, Series 63, Investments, Management, FINRA, Leadership, Business Analysis, Finance
Education
University of Colorado at Denver 1984 — 1987
Bachelor of Arts (B.A.), Economics
Fort Lewis College 1982 — 1984
James Hyland's OppenheimerFunds Experience July 1999 - September 2010
Job Manager, Marketing Research at TD Bank
Industry Banking
Experience
TD September 2010 - Present
OppenheimerFunds July 1999 - September 2010
Prudential Financial February 1997 - July 1998
Skills
Marketing Research..., Qualitative Research, Quantitative Research, Customer Insight
Education
Fairleigh Dickinson University 1987 — 1992
Master of Business Administration (MBA), Marketing, 3.5 GPA
Texas Christian University 1979 — 1983
Bachelor of Business Administration (BBA), Marketing
TD September 2010 - Present
OppenheimerFunds July 1999 - September 2010
Prudential Financial February 1997 - July 1998
Skills
Marketing Research..., Qualitative Research, Quantitative Research, Customer Insight
Education
Fairleigh Dickinson University 1987 — 1992
Master of Business Administration (MBA), Marketing, 3.5 GPA
Texas Christian University 1979 — 1983
Bachelor of Business Administration (BBA), Marketing
Michele Munster's OppenheimerFunds Experience April 2008 - Present
Job Quality Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2008 - Present
Neiman Marcus 1993 - 1995
Education
Fort Lewis College
OppenheimerFunds April 2008 - Present
Neiman Marcus 1993 - 1995
Education
Fort Lewis College
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY