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
Elaine Farrell Elaine Farrell's OppenheimerFunds Experience April 2007 - June 2012
Job Sr Manager, Learning & Development at ServiceSource
Industry Internet
Experience
ServiceSource June 2012 - Present
OppenheimerFunds April 2007 - June 2012
Royal Bank of Scotland 2003 - 2006
Scottish Widows 1998 - 2002
American Funds June 1993 - July 1998
Capital Group March 1990 - June 1993
Skills
Organizational..., Coaching, Performance Management, Leadership Development, Training & Development, Consulting, Program Facilitation, Curriculum Design, Employee Training, Workshop Facilitation, Talent Management, Change Management, Succession Planning, Employee Engagement, Team Building, Training, Leadership, Management, Organizational..., Talent Acquisition, Executive Coaching, Onboarding, Organizational Design, Workforce Planning, Training Delivery, Employee Relations, Interviews, Human Resources, Recruiting, Personnel Management
Education
Indiana Wesleyan University 1995 — 1997
MS, Business Management
University of Colorado Boulder
BA, Communication
ServiceSource June 2012 - Present
OppenheimerFunds April 2007 - June 2012
Royal Bank of Scotland 2003 - 2006
Scottish Widows 1998 - 2002
American Funds June 1993 - July 1998
Capital Group March 1990 - June 1993
Skills
Organizational..., Coaching, Performance Management, Leadership Development, Training & Development, Consulting, Program Facilitation, Curriculum Design, Employee Training, Workshop Facilitation, Talent Management, Change Management, Succession Planning, Employee Engagement, Team Building, Training, Leadership, Management, Organizational..., Talent Acquisition, Executive Coaching, Onboarding, Organizational Design, Workforce Planning, Training Delivery, Employee Relations, Interviews, Human Resources, Recruiting, Personnel Management
Education
Indiana Wesleyan University 1995 — 1997
MS, Business Management
University of Colorado Boulder
BA, Communication
Rhudy A. Correa's OppenheimerFunds Experience May 2007 - October 2008
Job Integrated Marketing Professional
Industry Broadcast Media
Experience
Penske Media Corporation January 2015 - Present
Maxim Magazine April 2014 - September 2014
Maxim Magazine September 2012 - April 2014
Turner Sports & Entertainment Digital November 2008 - September 2012
Mixtapekings Inc. August 2002 - August 2009
OppenheimerFunds May 2007 - October 2008
Skills
Digital Media, Integrated Marketing, Online Advertising, Digital Strategy, Digital Marketing, Email Marketing, Social Media Marketing, Media Planning, Marketing, New Media
Education
Hofstra University 2003 — 2007
BBA, Finance
Penske Media Corporation January 2015 - Present
Maxim Magazine April 2014 - September 2014
Maxim Magazine September 2012 - April 2014
Turner Sports & Entertainment Digital November 2008 - September 2012
Mixtapekings Inc. August 2002 - August 2009
OppenheimerFunds May 2007 - October 2008
Skills
Digital Media, Integrated Marketing, Online Advertising, Digital Strategy, Digital Marketing, Email Marketing, Social Media Marketing, Media Planning, Marketing, New Media
Education
Hofstra University 2003 — 2007
BBA, Finance
Kellen Quackenbush Kellen Quackenbush's OppenheimerFunds Experience July 2015 - Present
Job Assistant Supervisor, Correspondence
Industry Financial Services
Experience
OppenheimerFunds July 2015 - Present
OppenheimerFunds June 2014 - July 2015
OppenheimerFunds January 2014 - June 2014
OppenheimerFunds September 2013 - January 2014
Ultimate Staffing June 2013 - September 2013
Seneca Valley Lacrosse Club February 2013 - May 2013
Grove City College August 2011 - May 2013
Countryside Pool May 2012 - August 2012
Countryside Pool May 2007 - August 2011
Seneca Valley Lacrosse Club February 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Leadership, Research, Team Leadership, Teamwork, Windows, Data Analysis, Cpr Certified, Salesforce.com, Facebook, Social Networking, Social Media, Critical Thinking, Management, Training, Team Building, Staff Development, Coaching, Building Relationships, Time Management, Communication, Investments, Teaching, Finance
Education
Grove City College 2008 — 2013
Bachelor of Arts (B.A.), Psychology
Arvada West High School 2004 — 2008
OppenheimerFunds July 2015 - Present
OppenheimerFunds June 2014 - July 2015
OppenheimerFunds January 2014 - June 2014
OppenheimerFunds September 2013 - January 2014
Ultimate Staffing June 2013 - September 2013
Seneca Valley Lacrosse Club February 2013 - May 2013
Grove City College August 2011 - May 2013
Countryside Pool May 2012 - August 2012
Countryside Pool May 2007 - August 2011
Seneca Valley Lacrosse Club February 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Leadership, Research, Team Leadership, Teamwork, Windows, Data Analysis, Cpr Certified, Salesforce.com, Facebook, Social Networking, Social Media, Critical Thinking, Management, Training, Team Building, Staff Development, Coaching, Building Relationships, Time Management, Communication, Investments, Teaching, Finance
Education
Grove City College 2008 — 2013
Bachelor of Arts (B.A.), Psychology
Arvada West High School 2004 — 2008
Ben Kaplan's OppenheimerFunds Experience May 2009 - December 2011
Job Founder + CEO at PR Hacker
Industry Public Relations and Communications
Experience
PR Hacker May 2013 - Present
City of College Dreams September 1999 - April 2012
Janrain, Inc. January 2011 - January 2012
OppenheimerFunds May 2009 - December 2011
KMOX-AM Radio (CBS St. Louis) 2008 - 2011
The Oregonian 2005 - 2008
Sallie Mae June 2000 - December 2000
FastWeb 1999 - 2000
NASDAQ 1997 - 1999
Harvard Business School 1997 - 1999
Skills
Drupal developer, Media + PR Consultant, Student Loans, Personal Finance, Student Financial Aid, Admissions, Scholarship, Public Speaking, Entrepreneurship, Marketing, Start-ups, Social Media, Event Planning, Business Strategy, SEO, Venture Capital, Strategy, Web 2.0, Digital Marketing, Crowdfunding, Program Management, Public Relations, Publishing
Education
Harvard University 1995 — 1999
A.B. Magna Cum Laude, Economics
South Eugene High School 1995 — 1999
PR Hacker May 2013 - Present
City of College Dreams September 1999 - April 2012
Janrain, Inc. January 2011 - January 2012
OppenheimerFunds May 2009 - December 2011
KMOX-AM Radio (CBS St. Louis) 2008 - 2011
The Oregonian 2005 - 2008
Sallie Mae June 2000 - December 2000
FastWeb 1999 - 2000
NASDAQ 1997 - 1999
Harvard Business School 1997 - 1999
Skills
Drupal developer, Media + PR Consultant, Student Loans, Personal Finance, Student Financial Aid, Admissions, Scholarship, Public Speaking, Entrepreneurship, Marketing, Start-ups, Social Media, Event Planning, Business Strategy, SEO, Venture Capital, Strategy, Web 2.0, Digital Marketing, Crowdfunding, Program Management, Public Relations, Publishing
Education
Harvard University 1995 — 1999
A.B. Magna Cum Laude, Economics
South Eugene High School 1995 — 1999
Alexa Bonaros's OppenheimerFunds Experience Legal InternCuttita LLPSeptember 2014 - December 2014
Job DistributionCompliance Intern, OppenheimerFunds; Executive Editor, New York Law School Moot Court Association
Industry
Experience
OppenheimerFunds Legal InternCuttita LLPSeptember 2014 - December 2014
NYC Dept. of Housing Preservation and Development May 2014 - August 2014
Laidlaw Firm, Attorneys at Law, PLLC August 2012 - September 2013
Urban Outfitters September 2009 - August 2012
AER Yoga and Living August 2006 - August 2008
Skills
Visual Merchandising, Fashion, Merchandising, Apparel, Retail Sales, Retail, Store Management, Trend, Loss Prevention, Trend Forecasting, Legal Documents, Trusts, Medicaid, Asset Protection, Estate Planning, Estate Administration, Styling, Qualitative Research, Trend Analysis, Commercial Litigation, Appeals
Education
New York Law School 2013 — 2016
Doctor of Law (J.D.)
Ithaca College 2008 — 2012
BA, Anthropology, Minor: Integrative Health Care
OppenheimerFunds Legal InternCuttita LLPSeptember 2014 - December 2014
NYC Dept. of Housing Preservation and Development May 2014 - August 2014
Laidlaw Firm, Attorneys at Law, PLLC August 2012 - September 2013
Urban Outfitters September 2009 - August 2012
AER Yoga and Living August 2006 - August 2008
Skills
Visual Merchandising, Fashion, Merchandising, Apparel, Retail Sales, Retail, Store Management, Trend, Loss Prevention, Trend Forecasting, Legal Documents, Trusts, Medicaid, Asset Protection, Estate Planning, Estate Administration, Styling, Qualitative Research, Trend Analysis, Commercial Litigation, Appeals
Education
New York Law School 2013 — 2016
Doctor of Law (J.D.)
Ithaca College 2008 — 2012
BA, Anthropology, Minor: Integrative Health Care
Jay Therrien Jay Therrien's OppenheimerFunds Experience July 2012 - Present
Job Experienced leader within Marketing, Training, Coaching & Practice Management
Industry Investment Management
Experience
OppenheimerFunds July 2012 - Present
Three Commitments of Leadership 2011 - Present
ING Investment Management January 2010 - July 2012
ING Investment Management January 2011 - January 2012
ING Investment Management January 2010 - January 2012
Leadership Greater Hartford January 2010 - December 2010
ING April 2007 - January 2010
MassMutual Financial Group 2005 - 2007
The Hartford 2000 - 2006
Skills
Published Author, Training & Development, Leadership Development, Executive Coaching, Team Leadership, Marketing Communications, Corporate Communications, Technical Training, Cross-functional Team..., Organizational..., Organizational..., Sales Management, Series 7, Asset Allocation, Web Design, Web Development, Creative Writing, Strategic Planning, Business Analysis, Business Strategy, Human Capital Management, Keynote, Presenter, Group Presentations, Customer Engagement, Consultative Selling, Management Consulting, Strategic Consulting, Change Management, Coaching, Employee Engagement, Sales, Career Development, Process Improvement, Marketing, Team Building, Performance Management, Strategy, Financial Services, Talent Management, Business Process..., Series 6, Relationship Management, Performance Improvement, Vendor Management, Public Speaking, E-Learning, Mutual Funds, Investments, Training Delivery
Education
University of Massachusetts at Amherst - Isenberg School of Management
Finance, General
OppenheimerFunds July 2012 - Present
Three Commitments of Leadership 2011 - Present
ING Investment Management January 2010 - July 2012
ING Investment Management January 2011 - January 2012
ING Investment Management January 2010 - January 2012
Leadership Greater Hartford January 2010 - December 2010
ING April 2007 - January 2010
MassMutual Financial Group 2005 - 2007
The Hartford 2000 - 2006
Skills
Published Author, Training & Development, Leadership Development, Executive Coaching, Team Leadership, Marketing Communications, Corporate Communications, Technical Training, Cross-functional Team..., Organizational..., Organizational..., Sales Management, Series 7, Asset Allocation, Web Design, Web Development, Creative Writing, Strategic Planning, Business Analysis, Business Strategy, Human Capital Management, Keynote, Presenter, Group Presentations, Customer Engagement, Consultative Selling, Management Consulting, Strategic Consulting, Change Management, Coaching, Employee Engagement, Sales, Career Development, Process Improvement, Marketing, Team Building, Performance Management, Strategy, Financial Services, Talent Management, Business Process..., Series 6, Relationship Management, Performance Improvement, Vendor Management, Public Speaking, E-Learning, Mutual Funds, Investments, Training Delivery
Education
University of Massachusetts at Amherst - Isenberg School of Management
Finance, General
McKinzie Soderstrum McKinzie Soderstrum's OppenheimerFunds Experience August 2015 - Present
Job Iowa State University College of Business
Industry Human Resources
Experience
OppenheimerFunds August 2015 - Present
Kingland Systems March 2012 - July 2015
Munchies Dawson Street May 2014 - August 2014
ChildServe January 2012 - April 2014
Skills
Data Research, Communication Skills, Leadership, Data Quality, Public Speaking, Determination, Close Attention to..., High Achiever, Compassion, Social Skills, Microsoft Word, Analytical Skills, Data Entry, Volunteering, Microsoft Office, Oral & Written..., Data Analysis, Critical Thinking, Online Research, Analysis, Microsoft Excel, Communication, PowerPoint
Education
Iowa State University - College of Business 2011 — 2014
Bachelor's Degree, Management and International Business, 3.69 GPA
University of Wales, Swansea 2013 — 2013
OppenheimerFunds August 2015 - Present
Kingland Systems March 2012 - July 2015
Munchies Dawson Street May 2014 - August 2014
ChildServe January 2012 - April 2014
Skills
Data Research, Communication Skills, Leadership, Data Quality, Public Speaking, Determination, Close Attention to..., High Achiever, Compassion, Social Skills, Microsoft Word, Analytical Skills, Data Entry, Volunteering, Microsoft Office, Oral & Written..., Data Analysis, Critical Thinking, Online Research, Analysis, Microsoft Excel, Communication, PowerPoint
Education
Iowa State University - College of Business 2011 — 2014
Bachelor's Degree, Management and International Business, 3.69 GPA
University of Wales, Swansea 2013 — 2013
Blake Hilton's OppenheimerFunds Experience 2014 - 2014
Job Assistant Manager at Pita Pit USA
Industry Higher Education
Experience
Pita Pit USA May 2013 - Present
OppenheimerFunds 2014 - 2014
Kansas State Bank June 2012 - January 2013
Delta Tau Delta Fraternity January 2012 - January 2013
Lusk Properties May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel
Education
Kansas State University 2009 — 2014
Bachelor's Degree, Finance
Pita Pit USA May 2013 - Present
OppenheimerFunds 2014 - 2014
Kansas State Bank June 2012 - January 2013
Delta Tau Delta Fraternity January 2012 - January 2013
Lusk Properties May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel
Education
Kansas State University 2009 — 2014
Bachelor's Degree, Finance
Jessalyn Dean's OppenheimerFunds Experience June 2013 - Present
Job CPA, Mutual Fund/Investment Tax Manager
Industry Accounting
Experience
OppenheimerFunds June 2013 - Present
Grant Thornton LLP May 2008 - May 2013
Grant Thornton Shared Services Center PLC October 2012 - January 2013
Grant Thornton Australia March 2011 - March 2012
NanoScale Corporation June 2006 - May 2008
Skills
Tax, Income Tax, CPA, Accounting, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, International Tax, Partnership Taxation, Partnerships, LLC, Tax Advisory, US Tax, Overseas Experience, Cultural Liaison, Cultural Awareness, IRS Information..., Foreign Taxes, 1099, 5498, 1042-S, WIthholding Tax, Foreign Tax Reclaim, Tax Reclaims, Double Tax Treaty, Tax Treaties, EU Reclaims, Foreign Investment, Mutual Funds, Offshore Investments, Alternative Investments, Foreign Tax Credit, Collective Investment..., 81-100 Trusts, 1120-RIC, RIC, Common Reporting..., CRS
Education
Kansas State University 2003 — 2008
Bachelor of Science, Accounting
Kansas State University 2003 — 2008
Bachelor of Science, Anthropology
OppenheimerFunds June 2013 - Present
Grant Thornton LLP May 2008 - May 2013
Grant Thornton Shared Services Center PLC October 2012 - January 2013
Grant Thornton Australia March 2011 - March 2012
NanoScale Corporation June 2006 - May 2008
Skills
Tax, Income Tax, CPA, Accounting, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, International Tax, Partnership Taxation, Partnerships, LLC, Tax Advisory, US Tax, Overseas Experience, Cultural Liaison, Cultural Awareness, IRS Information..., Foreign Taxes, 1099, 5498, 1042-S, WIthholding Tax, Foreign Tax Reclaim, Tax Reclaims, Double Tax Treaty, Tax Treaties, EU Reclaims, Foreign Investment, Mutual Funds, Offshore Investments, Alternative Investments, Foreign Tax Credit, Collective Investment..., 81-100 Trusts, 1120-RIC, RIC, Common Reporting..., CRS
Education
Kansas State University 2003 — 2008
Bachelor of Science, Accounting
Kansas State University 2003 — 2008
Bachelor of Science, Anthropology
Greg Roe Greg Roe's OppenheimerFunds Experience October 2000 - December 2011
Job Resource Planning Senior Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Roe Photography January 2000 - Present
Charles Schwab December 2011 - December 2013
OppenheimerFunds October 2000 - December 2011
Great West Life July 1998 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Series 6, Sales Operations, Microsoft Excel, Call Centers, Business Analysis, 401k, Process Improvement, Investments, Customer Service, Disaster Recovery, Excel, Workflow Analysis, Sales Support, Team Building, Leadership, Change Management, Project Management, Strategic Planning, Resource Planning, Relationship Management, Asset Allocation, Financial Services
Education
Illinois State University 1991 — 1995
Morgantown High School 1988 — 1991
Charles Schwab December 2013 - Present
Roe Photography January 2000 - Present
Charles Schwab December 2011 - December 2013
OppenheimerFunds October 2000 - December 2011
Great West Life July 1998 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Series 6, Sales Operations, Microsoft Excel, Call Centers, Business Analysis, 401k, Process Improvement, Investments, Customer Service, Disaster Recovery, Excel, Workflow Analysis, Sales Support, Team Building, Leadership, Change Management, Project Management, Strategic Planning, Resource Planning, Relationship Management, Asset Allocation, Financial Services
Education
Illinois State University 1991 — 1995
Morgantown High School 1988 — 1991
James Steube's OppenheimerFunds Experience April 2014 - Present
Job Senior Trader
Industry Financial Services
Experience
OppenheimerFunds April 2014 - Present
Trader / CPO 2006 - April 2014
AMH Trading January 2005 - August 2006
Skills
Technical Analysis, Fundamental Analysis, Web ICE, Trading Technologies, CQG, Series 3, Risk Management, Commodity Markets, Derivatives, Trading Systems, Financial Markets, Microsoft Office, Electronic Trading, Microsoft Word, Traders, Volatility, Currency, Portfolio Management, Hedging, Hedge Funds, Options Strategies, Equities, Options, Customer Service, Commodity, FX trading, Financial Risk, FX Options, Trading Strategies, Microsoft Excel, Capital Markets, Managed Futures, Proprietary Trading, FINRA, PowerPoint, Trading, Mutual Funds, Global Macro, Equity Derivatives, Equity Trading, Bloomberg
Education
Hartwick College
OppenheimerFunds April 2014 - Present
Trader / CPO 2006 - April 2014
AMH Trading January 2005 - August 2006
Skills
Technical Analysis, Fundamental Analysis, Web ICE, Trading Technologies, CQG, Series 3, Risk Management, Commodity Markets, Derivatives, Trading Systems, Financial Markets, Microsoft Office, Electronic Trading, Microsoft Word, Traders, Volatility, Currency, Portfolio Management, Hedging, Hedge Funds, Options Strategies, Equities, Options, Customer Service, Commodity, FX trading, Financial Risk, FX Options, Trading Strategies, Microsoft Excel, Capital Markets, Managed Futures, Proprietary Trading, FINRA, PowerPoint, Trading, Mutual Funds, Global Macro, Equity Derivatives, Equity Trading, Bloomberg
Education
Hartwick College
Aaron Leffingwell Aaron Leffingwell's OppenheimerFunds Experience June 1995 - November 2001
Job Vice President, RIA Consultant at Dividend Capital
Industry Financial Services
Experience
Dividend Capital February 2014 - Present
Merk Investments January 2010 - January 2014
ICON Advisers, Inc. March 2002 - February 2009
OppenheimerFunds June 1995 - November 2001
Skills
Investments, Mutual Funds, ETFs, Currency, Alternative Investments, Equities, Fixed Income, Marketing Strategy, Business Strategy, Asset Management, Retirement Planning, Portfolio Management, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Investment Management, Finance
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA, Finance
Harvard Business School 2007 — 2007
Strategic Marketing Management
University of Northern Colorado 1989 — 1994
BA, Political Science
Dividend Capital February 2014 - Present
Merk Investments January 2010 - January 2014
ICON Advisers, Inc. March 2002 - February 2009
OppenheimerFunds June 1995 - November 2001
Skills
Investments, Mutual Funds, ETFs, Currency, Alternative Investments, Equities, Fixed Income, Marketing Strategy, Business Strategy, Asset Management, Retirement Planning, Portfolio Management, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Investment Management, Finance
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA, Finance
Harvard Business School 2007 — 2007
Strategic Marketing Management
University of Northern Colorado 1989 — 1994
BA, Political Science
Vincent DiPaolo Vincent DiPaolo's OppenheimerFunds Experience May 2014 - Present
Job Regional Advisor Consultant for Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds May 2014 - Present
JPMorgan Chase August 2012 - March 2014
JP Morgan Chase September 2010 - August 2012
Northwestern Mutual May 2008 - August 2010
Mark DiPaolo Painting May 2001 - December 2007
Skills
Sports, Retirement Planning, Fixed Annuities, Investments, Series 7, Financial Analysis, Strategic Financial..., Life Insurance, Retirement, Insurance, Disability Insurance, Series 63
Education
Hastings College 2005 — 2009
Bachelors, Business Administration
OppenheimerFunds May 2014 - Present
JPMorgan Chase August 2012 - March 2014
JP Morgan Chase September 2010 - August 2012
Northwestern Mutual May 2008 - August 2010
Mark DiPaolo Painting May 2001 - December 2007
Skills
Sports, Retirement Planning, Fixed Annuities, Investments, Series 7, Financial Analysis, Strategic Financial..., Life Insurance, Retirement, Insurance, Disability Insurance, Series 63
Education
Hastings College 2005 — 2009
Bachelors, Business Administration
Eren Tufekci, PhD Eren Tufekci, PhD's OppenheimerFunds Experience October 2013 - Present
Job Assistant Vice President, Senior Quantitative Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2013 - Present
OppenheimerFunds November 2010 - September 2013
Finans Network 2006 - June 2011
Caravel Management September 2009 - November 2009
New York University 2004 - 2009
Permal Asset Management 2007 - 2007
Iktisat Investment 2002 - 2002
Skills
Portfolio Management, Valuation, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Risk Management, Investments, Financial Markets, Asset Management, Economics, Financial Risk, Emerging Markets, Finance
Education
New York University 2004 — 2009
Ph.D.
New York University 2002 — 2004
Master of Arts
The London School of Economics and Political Science (LSE) 1999 — 2002
Bachelor of Science
1998 — 2002
Bachelor of Science
OppenheimerFunds October 2013 - Present
OppenheimerFunds November 2010 - September 2013
Finans Network 2006 - June 2011
Caravel Management September 2009 - November 2009
New York University 2004 - 2009
Permal Asset Management 2007 - 2007
Iktisat Investment 2002 - 2002
Skills
Portfolio Management, Valuation, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Risk Management, Investments, Financial Markets, Asset Management, Economics, Financial Risk, Emerging Markets, Finance
Education
New York University 2004 — 2009
Ph.D.
New York University 2002 — 2004
Master of Arts
The London School of Economics and Political Science (LSE) 1999 — 2002
Bachelor of Science
1998 — 2002
Bachelor of Science
Thomas Shafer Thomas Shafer's OppenheimerFunds Experience March 2000 - June 2008
Job Executive Chef / Owner at Sticks & Stones Catering
Industry Food Production
Experience
Sticks & Stones Catering May 2012 - Present
KMSSA Consessions @ The Denver Zoo April 2012 - September 2012
Farmers Insurance June 2008 - April 2009
OppenheimerFunds March 2000 - June 2008
McDonald's Corporation May 1995 - July 1997
United States Air Force November 1986 - June 1993
Skills
Food, Food Safety, Culinary Skills, Food Industry, Food Service, Cooking, HACCP, Menu Development, Recipes, Sanitation, Baking, Cuisine, Ingredients, Pastry, Catering
Education
Johnson and Wales University 2011 — 2013
Culinary Arts/Food Svc Mngt, Culinary Arts
Metropolitan State College of Denver 1997 — 2010
History, A
Sticks & Stones Catering May 2012 - Present
KMSSA Consessions @ The Denver Zoo April 2012 - September 2012
Farmers Insurance June 2008 - April 2009
OppenheimerFunds March 2000 - June 2008
McDonald's Corporation May 1995 - July 1997
United States Air Force November 1986 - June 1993
Skills
Food, Food Safety, Culinary Skills, Food Industry, Food Service, Cooking, HACCP, Menu Development, Recipes, Sanitation, Baking, Cuisine, Ingredients, Pastry, Catering
Education
Johnson and Wales University 2011 — 2013
Culinary Arts/Food Svc Mngt, Culinary Arts
Metropolitan State College of Denver 1997 — 2010
History, A
Marc Schmidt's OppenheimerFunds Experience April 2005 - March 2014
Job Director, Program Management Office at TwentyEighty (a Providence Equity company)
Industry Information Technology and Services
Experience
TwentyEighty (a Providence Equity company) March 2014 - Present
OppenheimerFunds April 2005 - March 2014
Accenture 1997 - April 2005
Skills
Business Process..., Business Analysis, Mutual Funds, Vendor Management, Enterprise Software, Program Management, Change Management, Relationship Management, Process Improvement, SDLC, Team Building, Project Management, PMO, Management, Business Intelligence, Leadership
Education
Indiana University - Kelley School of Business 1993 — 1997
Bachelor of Science (B.S.), Business
TwentyEighty (a Providence Equity company) March 2014 - Present
OppenheimerFunds April 2005 - March 2014
Accenture 1997 - April 2005
Skills
Business Process..., Business Analysis, Mutual Funds, Vendor Management, Enterprise Software, Program Management, Change Management, Relationship Management, Process Improvement, SDLC, Team Building, Project Management, PMO, Management, Business Intelligence, Leadership
Education
Indiana University - Kelley School of Business 1993 — 1997
Bachelor of Science (B.S.), Business
Warren Rickford's OppenheimerFunds Experience August 1992 - February 2002
Job Owner, Pipe Spies, Inc.
Industry Real Estate
Experience
Pipe Spies, Inc. January 2008 - Present
Hydro Physics August 2005 - December 2007
New York Life May 2004 - April 2005
Aflac May 2002 - January 2004
OppenheimerFunds August 1992 - February 2002
Resolution Trust Corp 1992 - 1993
Skills
Inspection, Water, Real Estate, Pipelines, Customer Service, Entrepreneurship, Small Business, Drainage Systems, Ownership, Sales, Computer Proficiency, Bookkeeping, Small Business Marketing, Marketing for Small..., Managing Database, Microsoft Office, Project Estimation, Residential Homes, First Time Home Buyers, Relocation
Education
Kansas State University 1981 — 1983
B.S., Agricultural Economics
Hutchinson Community College 1979 — 1981
Pipe Spies, Inc. January 2008 - Present
Hydro Physics August 2005 - December 2007
New York Life May 2004 - April 2005
Aflac May 2002 - January 2004
OppenheimerFunds August 1992 - February 2002
Resolution Trust Corp 1992 - 1993
Skills
Inspection, Water, Real Estate, Pipelines, Customer Service, Entrepreneurship, Small Business, Drainage Systems, Ownership, Sales, Computer Proficiency, Bookkeeping, Small Business Marketing, Marketing for Small..., Managing Database, Microsoft Office, Project Estimation, Residential Homes, First Time Home Buyers, Relocation
Education
Kansas State University 1981 — 1983
B.S., Agricultural Economics
Hutchinson Community College 1979 — 1981
Jeff Gurley Jeff Gurley's OppenheimerFunds Experience August 2011 - September 2014
Job Program Manager
Industry Information Technology and Services
Experience
DaVita Kidney Care October 2014 - Present
Regis University July 2013 - Present
OppenheimerFunds August 2011 - September 2014
SAVVEE Consulting, Inc. April 2010 - August 2011
Janus Capital Group September 2009 - August 2010
Janus Capital Group January 2005 - September 2009
Janus Capital Group September 2002 - January 2005
Janus Capital Group November 2000 - September 2002
Skills
Project Management, SDLC, Vendor Management, Change Management, ITIL, Governance, Strategic Planning, Strategy, Management, Agile Methodologies, Business Analysis, Requirements Analysis, Leadership, Process Improvement, Program Management, Disaster Recovery, Telecommunications, Consulting, PMP, PMO, Project Portfolio..., Business Process..., IT Strategy, Business Process, Enterprise Architecture, Software Project..., Visio, Business Intelligence
Education
University of Colorado Denver 2003 — 2005
MBA, Business Strategy
Project Management Institute 2008 — 2008
PMP, Project Management
Scrum Alliance 2015 — 2015
Certified Scrum Master
Humboldt State University 1988 — 1991
BA, Journalism
DaVita Kidney Care October 2014 - Present
Regis University July 2013 - Present
OppenheimerFunds August 2011 - September 2014
SAVVEE Consulting, Inc. April 2010 - August 2011
Janus Capital Group September 2009 - August 2010
Janus Capital Group January 2005 - September 2009
Janus Capital Group September 2002 - January 2005
Janus Capital Group November 2000 - September 2002
Skills
Project Management, SDLC, Vendor Management, Change Management, ITIL, Governance, Strategic Planning, Strategy, Management, Agile Methodologies, Business Analysis, Requirements Analysis, Leadership, Process Improvement, Program Management, Disaster Recovery, Telecommunications, Consulting, PMP, PMO, Project Portfolio..., Business Process..., IT Strategy, Business Process, Enterprise Architecture, Software Project..., Visio, Business Intelligence
Education
University of Colorado Denver 2003 — 2005
MBA, Business Strategy
Project Management Institute 2008 — 2008
PMP, Project Management
Scrum Alliance 2015 — 2015
Certified Scrum Master
Humboldt State University 1988 — 1991
BA, Journalism
Emily DeGrasse Emily DeGrasse's OppenheimerFunds Experience March 2015 - July 2015
Job Paralegal at Pivot Rock Solutions
Industry Legal Services
Experience
Pivot Rock Solutions July 2015 - Present
OppenheimerFunds March 2015 - July 2015
Crescent Point Energy July 2013 - November 2014
SEIU 2010 - 2012
U.S. PIRG December 2008 - October 2009
Colorado Foundation for Public Health and the Environment May 2005 - January 2006
Skills
Customer Service, Environmental..., PowerPoint, Government, Environmental Consulting, Microsoft Word, Environmental Policy, NEPA, Policy, Environmental Permitting, Environmental Impact..., Environmental Compliance, Sustainable Development, Environmental Issues, Environmental Awareness, Project Management, Microsoft Office, Leadership
Education
University of Denver 2010 — 2012
Master's degree, Environmental Policy and Mangement
James Madison University 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Public Policy and Administration
Pivot Rock Solutions July 2015 - Present
OppenheimerFunds March 2015 - July 2015
Crescent Point Energy July 2013 - November 2014
SEIU 2010 - 2012
U.S. PIRG December 2008 - October 2009
Colorado Foundation for Public Health and the Environment May 2005 - January 2006
Skills
Customer Service, Environmental..., PowerPoint, Government, Environmental Consulting, Microsoft Word, Environmental Policy, NEPA, Policy, Environmental Permitting, Environmental Impact..., Environmental Compliance, Sustainable Development, Environmental Issues, Environmental Awareness, Project Management, Microsoft Office, Leadership
Education
University of Denver 2010 — 2012
Master's degree, Environmental Policy and Mangement
James Madison University 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Public Policy and Administration
Madhu Mutukula MBA's OppenheimerFunds Experience June 2013 - Present
Job Tech Lead Enterprise BI at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2013 - Present
Thomson Reuters December 2011 - May 2013
Lexis-Nexis August 2000 - November 2011
LexisNexis August 2000 - November 2011
Cover-All Technologies June 1998 - August 2000
1-800-flowers September 1997 - March 1998
Skills
Data Mining, Data Analysis, Team Leadership, Endeca, DataFlux, Public Speaking, Website Development, Team Building, Business Analysis, SAS/SQL, Analytics, Research, Team Management, Data Management, Cross-functional Team..., Mentoring, Business Intelligence, Data Warehousing, Business Strategy, Text Mining, Management Consulting, Database Administration, Performance Tuning, Oracle Application..., Data Modeling, Oracle Essbase, Agile Project Management, Agile Methodologies, Oracle RAC, Data Warehouse..., Problem Solving, Oracle, Requirements Gathering, Project Management, Software Project..., Requirements Analysis, SDLC, Databases, Management, Leadership, SOA, ETL, Enterprise Architecture, Data Integration, PL/SQL, Database Design, Master Data Management, Visio, Cognos, Salesforce.com
Education
Rutgers University-New Brunswick 2007 — 2010
MBA, Strategic Management and Finance
Jawaharlal Nehru Technological University 1989 — 1993
B Tech, Mechanical Engineering
OppenheimerFunds June 2013 - Present
Thomson Reuters December 2011 - May 2013
Lexis-Nexis August 2000 - November 2011
LexisNexis August 2000 - November 2011
Cover-All Technologies June 1998 - August 2000
1-800-flowers September 1997 - March 1998
Skills
Data Mining, Data Analysis, Team Leadership, Endeca, DataFlux, Public Speaking, Website Development, Team Building, Business Analysis, SAS/SQL, Analytics, Research, Team Management, Data Management, Cross-functional Team..., Mentoring, Business Intelligence, Data Warehousing, Business Strategy, Text Mining, Management Consulting, Database Administration, Performance Tuning, Oracle Application..., Data Modeling, Oracle Essbase, Agile Project Management, Agile Methodologies, Oracle RAC, Data Warehouse..., Problem Solving, Oracle, Requirements Gathering, Project Management, Software Project..., Requirements Analysis, SDLC, Databases, Management, Leadership, SOA, ETL, Enterprise Architecture, Data Integration, PL/SQL, Database Design, Master Data Management, Visio, Cognos, Salesforce.com
Education
Rutgers University-New Brunswick 2007 — 2010
MBA, Strategic Management and Finance
Jawaharlal Nehru Technological University 1989 — 1993
B Tech, Mechanical Engineering
Anthony Santucci Anthony Santucci's OppenheimerFunds Experience April 2015 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
OppenheimerFunds June 2014 - April 2015
OppenheimerFunds May 2013 - August 2013
Gateway Investments, LLC May 2010 - May 2013
Alison Mazzola Communications June 2012 - August 2012
Nassau County District Attorney's Office May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, Financial Analysis, Teamwork, Series 7, Mutual Funds, Portfolio Management, Marketing, Event Management, Equities, Investments, Social Media Marketing, Fundraising, Public Relations
Education
Hofstra University 2010 — 2014
Bachelor of Business Administration, Finance
Saint Francis Preparatory High School 2006 — 2010
Advanced Regents Diploma
OppenheimerFunds April 2015 - Present
OppenheimerFunds June 2014 - April 2015
OppenheimerFunds May 2013 - August 2013
Gateway Investments, LLC May 2010 - May 2013
Alison Mazzola Communications June 2012 - August 2012
Nassau County District Attorney's Office May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, Financial Analysis, Teamwork, Series 7, Mutual Funds, Portfolio Management, Marketing, Event Management, Equities, Investments, Social Media Marketing, Fundraising, Public Relations
Education
Hofstra University 2010 — 2014
Bachelor of Business Administration, Finance
Saint Francis Preparatory High School 2006 — 2010
Advanced Regents Diploma
Stuart Alexander, CTS Stuart Alexander, CTS's OppenheimerFunds Experience September 2011 - Present
Job Manager, Audio Visual at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds September 2011 - Present
Morgan Stanley February 2003 - September 2011
Technical Operations December 2001 - September 2011
Lehman Brothers December 2001 - February 2003
Skills
Video Conferencing, Streaming Media, Multimedia, IPTV, Audio Engineering, Cisco Technologies, Wireless Networking, Cabling, Telecommunications, Integration, Troubleshooting, Switches, Leadership, Management, Program Management, Microsoft Office, Data Center
Education
University of Maryland College Park
Bachelor of Arts, Film and Video Production
Future Media Concepts
Video Editing Certification
Institute of Audio Research
Video Technology Program
OppenheimerFunds September 2011 - Present
Morgan Stanley February 2003 - September 2011
Technical Operations December 2001 - September 2011
Lehman Brothers December 2001 - February 2003
Skills
Video Conferencing, Streaming Media, Multimedia, IPTV, Audio Engineering, Cisco Technologies, Wireless Networking, Cabling, Telecommunications, Integration, Troubleshooting, Switches, Leadership, Management, Program Management, Microsoft Office, Data Center
Education
University of Maryland College Park
Bachelor of Arts, Film and Video Production
Future Media Concepts
Video Editing Certification
Institute of Audio Research
Video Technology Program
Divya Karukonda's OppenheimerFunds Experience December 2011 - January 2014
Job Application Support Analyst at Polaris
Industry Information Technology and Services
Experience
Polaris April 2014 - Present
Fidelity February 2014 - April 2014
OppenheimerFunds December 2011 - January 2014
Blue Cross Blue Shield of Massachusetts September 2010 - July 2011
Skills
SQL, Oracle, Requirements Analysis, Test Planning, Regression Testing, Quality Assurance, Data Analysis, Functional Testing, Software Quality..., Microsoft Office, Troubleshooting, HTML, Microsoft SQL Server, Quality Center, QTP, Test Automation, SDLC, Agile Methodologies
Education
University of Houston-Clear Lake 2008 — 2010
Master of Science (MS), Computer Science
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor's degree, Computer Science
Polaris April 2014 - Present
Fidelity February 2014 - April 2014
OppenheimerFunds December 2011 - January 2014
Blue Cross Blue Shield of Massachusetts September 2010 - July 2011
Skills
SQL, Oracle, Requirements Analysis, Test Planning, Regression Testing, Quality Assurance, Data Analysis, Functional Testing, Software Quality..., Microsoft Office, Troubleshooting, HTML, Microsoft SQL Server, Quality Center, QTP, Test Automation, SDLC, Agile Methodologies
Education
University of Houston-Clear Lake 2008 — 2010
Master of Science (MS), Computer Science
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor's degree, Computer Science
Alec Young Alec Young's OppenheimerFunds Experience July 2014 - Present
Job VP, Investment Strategist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2014 - Present
S&P Capital IQ September 2005 - May 2014
Skills
Equities, Capital Markets, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Hedge Funds, Equity Research, Investment Strategies, Public Speaking, ETFs, Trading, Financial Modeling, Risk Management, Alternative Investments, Emerging Markets, Bonds
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education, Investment Strategies & Portfolio Management
Grinnell College 1988 — 1992
BA, Political Science
OppenheimerFunds July 2014 - Present
S&P Capital IQ September 2005 - May 2014
Skills
Equities, Capital Markets, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Hedge Funds, Equity Research, Investment Strategies, Public Speaking, ETFs, Trading, Financial Modeling, Risk Management, Alternative Investments, Emerging Markets, Bonds
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education, Investment Strategies & Portfolio Management
Grinnell College 1988 — 1992
BA, Political Science
Brendon Kaufman Brendon Kaufman's OppenheimerFunds Experience May 2013 - August 2013
Job Julia Walther Fellow at The University of Texas at Austin
Industry Higher Education
Experience
The University of Texas at Austin August 2015 - Present
Hamilton College September 2014 - May 2015
Hamilton College September 2012 - May 2015
Hamilton College May 2014 - August 2014
OppenheimerFunds May 2013 - August 2013
Frontera Consulting May 2012 - August 2012
Skills
Oracle E-Business Suite, Project Management, Microsoft Office, Microsoft Excel, red alerts business..., Photoshop
Education
Hamilton College 2011 — 2015
Bachelor's Degree, Mathematics, French, Summa Cum Laude
Chatham High School 2007 — 2011
High School Diploma
The University of Texas at Austin August 2015 - Present
Hamilton College September 2014 - May 2015
Hamilton College September 2012 - May 2015
Hamilton College May 2014 - August 2014
OppenheimerFunds May 2013 - August 2013
Frontera Consulting May 2012 - August 2012
Skills
Oracle E-Business Suite, Project Management, Microsoft Office, Microsoft Excel, red alerts business..., Photoshop
Education
Hamilton College 2011 — 2015
Bachelor's Degree, Mathematics, French, Summa Cum Laude
Chatham High School 2007 — 2011
High School Diploma
Meg Lewis's OppenheimerFunds Experience September 2011 - June 2012
Job Assistant Manager Institutional Plan Services at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial August 2013 - Present
Great-West Financial June 2012 - August 2013
OppenheimerFunds September 2011 - June 2012
OppenheimerFunds October 2010 - September 2011
OppenheimerFunds September 2007 - October 2010
American Funds August 2005 - August 2007
American Funds February 1997 - August 2005
American Funds May 1995 - February 1997
Skills
Series 7, Mutual Funds, Series 63, 401k, Series 6, Investments, Asset Managment, Asset Allocation, Retirement, Investment Strategies, Retirement Planning, Relationship Management, Equities, Alternative Investments, ERISA, Financial Services, Investment Advisory, Securities, Asset Management
Education
Indiana Wesleyan University 2001 — 2003
MBA, Business
Indiana University Bloomington 1991 — 1995
Bachelor of Arts, Psychology
Great-West Financial August 2013 - Present
Great-West Financial June 2012 - August 2013
OppenheimerFunds September 2011 - June 2012
OppenheimerFunds October 2010 - September 2011
OppenheimerFunds September 2007 - October 2010
American Funds August 2005 - August 2007
American Funds February 1997 - August 2005
American Funds May 1995 - February 1997
Skills
Series 7, Mutual Funds, Series 63, 401k, Series 6, Investments, Asset Managment, Asset Allocation, Retirement, Investment Strategies, Retirement Planning, Relationship Management, Equities, Alternative Investments, ERISA, Financial Services, Investment Advisory, Securities, Asset Management
Education
Indiana Wesleyan University 2001 — 2003
MBA, Business
Indiana University Bloomington 1991 — 1995
Bachelor of Arts, Psychology
Mindy Scott Mindy Scott's OppenheimerFunds Experience July 2013 - March 2015
Job Controller / Transamerica Corporation
Industry Financial Services
Experience
Transamerica March 2015 - Present
OppenheimerFunds July 2013 - March 2015
OppenheimerFunds May 2012 - June 2013
Transamerica January 2012 - May 2012
Transamerica November 2009 - December 2011
Transamerica September 1996 - November 2009
Wachovia, A Wells Fargo Company January 2000 - August 2002
Ernst & Young 1994 - 1996
Skills
Finance, Operational Risk..., Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, Mutual Funds, Due Diligence, IT Audit, Financial Accounting, Insurance, Managerial Finance, Risk Management, Internal Audit, Risk Assessment, GAAP, Financial Risk, Accounting, Internal Controls, Financial Services, Enterprise Risk..., Auditing, Financial Modeling, Asset Management, Process Improvement
Education
Iowa State University 1989 — 1993
Bachelor of Arts (B.A.), Accounting
Iowa State University 1989 — 1993
Bachelor of Business Administration (B.B.A.)
Transamerica March 2015 - Present
OppenheimerFunds July 2013 - March 2015
OppenheimerFunds May 2012 - June 2013
Transamerica January 2012 - May 2012
Transamerica November 2009 - December 2011
Transamerica September 1996 - November 2009
Wachovia, A Wells Fargo Company January 2000 - August 2002
Ernst & Young 1994 - 1996
Skills
Finance, Operational Risk..., Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, Mutual Funds, Due Diligence, IT Audit, Financial Accounting, Insurance, Managerial Finance, Risk Management, Internal Audit, Risk Assessment, GAAP, Financial Risk, Accounting, Internal Controls, Financial Services, Enterprise Risk..., Auditing, Financial Modeling, Asset Management, Process Improvement
Education
Iowa State University 1989 — 1993
Bachelor of Arts (B.A.), Accounting
Iowa State University 1989 — 1993
Bachelor of Business Administration (B.B.A.)
Philippe Reisacher's OppenheimerFunds Experience April 2013 - Present
Job Data Engineer/Architect at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds April 2013 - Present
Merkle February 2011 - April 2013
Resources Global Professionals July 2010 - April 2011
Reed Business Information May 1998 - July 2010
Great-West Life and Annuity Insurance Company June 1997 - May 1998
Intelligent Electronics July 1996 - June 1997
Guaranty National Insurance Company June 1991 - July 1996
Application Design Associates March 1990 - May 1991
ALN Associates May 1987 - January 1990
Paragon interiors June 1986 - May 1987
Skills
Business Intelligence, Data Warehousing, T-SQL, PL/SQL, Microsoft SQL Server, ETL, Databases, Oracle, Database Design, SQL, Informatica, Performance Tuning, MySQL, Shell Scripting, Unix, SDLC, CRM
Education
University of Colorado Denver 1995 — 1999
MIS, Information Systems
Grace College & Seminary 1982 — 1986
BS, Computer Science
OppenheimerFunds April 2013 - Present
Merkle February 2011 - April 2013
Resources Global Professionals July 2010 - April 2011
Reed Business Information May 1998 - July 2010
Great-West Life and Annuity Insurance Company June 1997 - May 1998
Intelligent Electronics July 1996 - June 1997
Guaranty National Insurance Company June 1991 - July 1996
Application Design Associates March 1990 - May 1991
ALN Associates May 1987 - January 1990
Paragon interiors June 1986 - May 1987
Skills
Business Intelligence, Data Warehousing, T-SQL, PL/SQL, Microsoft SQL Server, ETL, Databases, Oracle, Database Design, SQL, Informatica, Performance Tuning, MySQL, Shell Scripting, Unix, SDLC, CRM
Education
University of Colorado Denver 1995 — 1999
MIS, Information Systems
Grace College & Seminary 1982 — 1986
BS, Computer Science
Christine Carney Christine Carney's OppenheimerFunds Experience August 2013 - Present
Job Mutual Fund Disclosure Paralegal at OppenheimerFunds
Industry Legal Services
Experience
OppenheimerFunds August 2013 - Present
Willkie Farr & Gallagher LLP May 2010 - July 2013
Skills
Legal Writing
Education
Iona College 2005 — 2009
Bachelor of Arts, Mass Communication/Public Relations, Criminal Justice
The University of Connecticut
Paralegal Litigation Certificate
OppenheimerFunds August 2013 - Present
Willkie Farr & Gallagher LLP May 2010 - July 2013
Skills
Legal Writing
Education
Iona College 2005 — 2009
Bachelor of Arts, Mass Communication/Public Relations, Criminal Justice
The University of Connecticut
Paralegal Litigation Certificate
Sarah Harvey's OppenheimerFunds Experience June 2008 - August 2008
Job Deployment Strategist at Palantir Technologies
Industry Management Consulting
Experience
Palantir Technologies April 2014 - Present
MMG Partners July 2010 - April 2014
OppenheimerFunds June 2008 - August 2008
Education
Harvard College 2006 — 2010
BA, Economics
Palantir Technologies April 2014 - Present
MMG Partners July 2010 - April 2014
OppenheimerFunds June 2008 - August 2008
Education
Harvard College 2006 — 2010
BA, Economics
Tom Landhauser, CFA Tom Landhauser, CFA's OppenheimerFunds Experience March 2014 - Present
Job Portfolio Consultant OppenheimerFunds Inc.
Industry Financial Services
Experience
OppenheimerFunds March 2014 - Present
OppenheimerFunds February 2007 - March 2014
OppenheimerFunds April 2005 - February 2007
Bank of America August 2002 - April 2005
Morgan Stanley November 2000 - December 2001
Skills
Series 7
Education
Hofstra University
Bachelor, Business Administration; Finance
OppenheimerFunds March 2014 - Present
OppenheimerFunds February 2007 - March 2014
OppenheimerFunds April 2005 - February 2007
Bank of America August 2002 - April 2005
Morgan Stanley November 2000 - December 2001
Skills
Series 7
Education
Hofstra University
Bachelor, Business Administration; Finance
Marty Heightsman's OppenheimerFunds Experience 1994 - 1998
Job PBM Account Management Professional
Industry Pharmaceuticals
Experience
MedImpact Healthcare Systems, Inc. July 2015 - Present
Medimpact Healthcare Systems, Inc. December 2012 - Present
MedImpact Healthcare Systems, Inc. May 2006 - Present
Caremark 2004 - 2006
AdvancePCS 2000 - 2004
PCS Health Systems 1998 - 2000
OppenheimerFunds 1994 - 1998
Skills
Medicaid Managed Care, Pharmacy Benefit..., Health Insurance..., Utilization Management, Cross-functional Team..., Healthcare, Healthcare Management, Managed Care, Medicaid, Pharmacy, Account Management, Medicare Part D, Strategic Planning, Healthcare Industry, Program Management
Education
Kansas State University 1973 — 1977
Bachelor of Science (B.S.), Education
MedImpact Healthcare Systems, Inc. July 2015 - Present
Medimpact Healthcare Systems, Inc. December 2012 - Present
MedImpact Healthcare Systems, Inc. May 2006 - Present
Caremark 2004 - 2006
AdvancePCS 2000 - 2004
PCS Health Systems 1998 - 2000
OppenheimerFunds 1994 - 1998
Skills
Medicaid Managed Care, Pharmacy Benefit..., Health Insurance..., Utilization Management, Cross-functional Team..., Healthcare, Healthcare Management, Managed Care, Medicaid, Pharmacy, Account Management, Medicare Part D, Strategic Planning, Healthcare Industry, Program Management
Education
Kansas State University 1973 — 1977
Bachelor of Science (B.S.), Education
Andrea Szempruch's OppenheimerFunds Experience January 2015 - Present
Job Corporate Events
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Upstage Productions & Event Management April 2013 - January 2015
Santoy Hospitality August 2010 - March 2013
Compton Strategies November 2008 - June 2010
Skills
Social Media, Event Planning, Public Speaking, Press Releases, Publicity, Media Relations, Public Relations, Facebook, Adobe Creative Suite, Social Media Marketing, Blogging, Event Management, Marketing Communications, Final Cut Pro, Project Management, Marketing Strategy, Social Networking, Marketing, Newsletters, Strategic Communications, Email Marketing, Copywriting, Sponsorship, Corporate Events, Sales, Advertising, Integrated Marketing
Education
Indiana University Bloomington 2005 — 2009
Bachelor's, Journalism
Lawrence Central 2001 — 2005
OppenheimerFunds January 2015 - Present
Upstage Productions & Event Management April 2013 - January 2015
Santoy Hospitality August 2010 - March 2013
Compton Strategies November 2008 - June 2010
Skills
Social Media, Event Planning, Public Speaking, Press Releases, Publicity, Media Relations, Public Relations, Facebook, Adobe Creative Suite, Social Media Marketing, Blogging, Event Management, Marketing Communications, Final Cut Pro, Project Management, Marketing Strategy, Social Networking, Marketing, Newsletters, Strategic Communications, Email Marketing, Copywriting, Sponsorship, Corporate Events, Sales, Advertising, Integrated Marketing
Education
Indiana University Bloomington 2005 — 2009
Bachelor's, Journalism
Lawrence Central 2001 — 2005
Richard Al-Husseini's OppenheimerFunds Experience June 2011 - August 2011
Job Federal Account Executive at Varonis
Industry Computer Software
Experience
Varonis January 2014 - Present
Varonis April 2013 - Present
American Capital June 2012 - February 2013
Minutemen Equity Fund September 2011 - June 2012
OppenheimerFunds June 2011 - August 2011
MassMutual Financial Group June 2010 - August 2010
Skills
Enterprise Software, Data Governance, Solution Selling, Cold Calling, Microsoft CRM, Data Security, Microsoft Office, SharePoint, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration, Finance
University of Indianapolis - Athens, Greece 2010 — 2010
Odyssey in Athens Study Abroad Program
Longmeadow High School 2004 — 2008
Varonis January 2014 - Present
Varonis April 2013 - Present
American Capital June 2012 - February 2013
Minutemen Equity Fund September 2011 - June 2012
OppenheimerFunds June 2011 - August 2011
MassMutual Financial Group June 2010 - August 2010
Skills
Enterprise Software, Data Governance, Solution Selling, Cold Calling, Microsoft CRM, Data Security, Microsoft Office, SharePoint, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration, Finance
University of Indianapolis - Athens, Greece 2010 — 2010
Odyssey in Athens Study Abroad Program
Longmeadow High School 2004 — 2008
Kelly Koenig Kelly Koenig's OppenheimerFunds Experience March 2012 - July 2012
Job Graphic Designer/Art Director available for Freelance and Fulltime Work kellykoenigdesign.com
Industry Design
Experience
Selected Freelance Work - kellykoenigdesign.com October 2009 - Present
Gerstein Fisher September 2013 - March 2014
Distinguished Concerts International New York (DCINY) September 2012 - August 2013
OppenheimerFunds March 2012 - July 2012
Loews Hotels May 2011 - January 2012
Frye Boots/Mountrek/Jimlar May 2011 - August 2011
Mirrorball - We create cultural relevancy for brands. April 2011 - April 2011
Hara Partners February 2010 - September 2010
Burns and Roe April 2006 - September 2009
Skills
Adobe Creative Suite, InDesign, Graphic Design, Layout, Web Design, Graphics, Logo Design, Art Direction, Corporate Identity, Illustration, Brochures, Photoshop, Illustrator, Typography, Posters, Art, PowerPoint, Advertising, Flash, Packaging, Microsoft Word, Image Manipulation, Blogging, Facebook, QuarkXPress, Adobe Acrobat, Mac, CSS, Digital Illustration, User Interface Design, Flash Animation, Hand Drawing, Dreamweaver, Drawing, Word, Excel, HTML, ActionScript, Fine Art, Email Marketing, Event Management, CMS, Business Cards, Special Events, WordPress, Copywriting, SEO copywriting, Flyers
Education
Pratt Institute 2011 — 2011
Web Design
Gibbs College 2005 — 2005
Certificate, Visual Communications, Graphic Design
Penn State-University Park 1998 — 2002
Bachelor of Arts, Music History, Literature, and Theory
Columbia High School 1994 — 1998
Diploma, College Prep
Selected Freelance Work - kellykoenigdesign.com October 2009 - Present
Gerstein Fisher September 2013 - March 2014
Distinguished Concerts International New York (DCINY) September 2012 - August 2013
OppenheimerFunds March 2012 - July 2012
Loews Hotels May 2011 - January 2012
Frye Boots/Mountrek/Jimlar May 2011 - August 2011
Mirrorball - We create cultural relevancy for brands. April 2011 - April 2011
Hara Partners February 2010 - September 2010
Burns and Roe April 2006 - September 2009
Skills
Adobe Creative Suite, InDesign, Graphic Design, Layout, Web Design, Graphics, Logo Design, Art Direction, Corporate Identity, Illustration, Brochures, Photoshop, Illustrator, Typography, Posters, Art, PowerPoint, Advertising, Flash, Packaging, Microsoft Word, Image Manipulation, Blogging, Facebook, QuarkXPress, Adobe Acrobat, Mac, CSS, Digital Illustration, User Interface Design, Flash Animation, Hand Drawing, Dreamweaver, Drawing, Word, Excel, HTML, ActionScript, Fine Art, Email Marketing, Event Management, CMS, Business Cards, Special Events, WordPress, Copywriting, SEO copywriting, Flyers
Education
Pratt Institute 2011 — 2011
Web Design
Gibbs College 2005 — 2005
Certificate, Visual Communications, Graphic Design
Penn State-University Park 1998 — 2002
Bachelor of Arts, Music History, Literature, and Theory
Columbia High School 1994 — 1998
Diploma, College Prep
Barron Tiedemann, CIMA® Barron Tiedemann, CIMA®'s OppenheimerFunds Experience August 2004 - June 2006
Job Eastern Divisional Director at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2014 - Present
Gabelli Asset Management December 2012 - September 2014
PIMCO June 2006 - September 2012
OppenheimerFunds August 2004 - June 2006
Fred Alger Management November 2001 - August 2004
Nicholas Applegate (Allianz/PIMCO) June 2000 - April 2001
Merrill Lynch February 1996 - June 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA Designation
Jacksonville University 1991 — 1995
Bachelor's degree, Marketing
Blue Ridge School 1988 — 1991
Aberdeen Asset Management September 2014 - Present
Gabelli Asset Management December 2012 - September 2014
PIMCO June 2006 - September 2012
OppenheimerFunds August 2004 - June 2006
Fred Alger Management November 2001 - August 2004
Nicholas Applegate (Allianz/PIMCO) June 2000 - April 2001
Merrill Lynch February 1996 - June 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA Designation
Jacksonville University 1991 — 1995
Bachelor's degree, Marketing
Blue Ridge School 1988 — 1991
Clifford Dunteman, CIMA's OppenheimerFunds Experience August 2000 - April 2008
Job Vice President, Investment Consultant at Francis Investment Counsel LLC
Industry Financial Services
Experience
Francis Investment Counsel LLC April 2008 - Present
OppenheimerFunds August 2000 - April 2008
Kemper Funds August 1993 - August 2001
Skills
Mutual Funds, Fiduciary, Separately Managed..., ETFs, Alternative Investments, Asset Allocation, Investments, Asset Managment, Wealth Management, Investment Advisory, Series 65, Investment Management, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Investments and Securities
Illinois Wesleyan University 1987 — 1991
BA, Business Administration
Crystal Lake South High School 1983 — 1987
Francis Investment Counsel LLC April 2008 - Present
OppenheimerFunds August 2000 - April 2008
Kemper Funds August 1993 - August 2001
Skills
Mutual Funds, Fiduciary, Separately Managed..., ETFs, Alternative Investments, Asset Allocation, Investments, Asset Managment, Wealth Management, Investment Advisory, Series 65, Investment Management, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Investments and Securities
Illinois Wesleyan University 1987 — 1991
BA, Business Administration
Crystal Lake South High School 1983 — 1987
Brian Hodge's OppenheimerFunds Experience January 1998 - September 2000
Job Experienced Creative Leader
Industry Financial Services
Experience
TGS August 2014 - Present
Nuance Marketing September 2012 - August 2014
John Hancock November 2008 - July 2012
Thrasher Funds April 2007 - October 2008
Boston University Center for Digital Imaging Arts (CDIA) September 2007 - June 2008
Hodge Graphic Design 2000 - 2007
The Lawrenceville School November 2004 - June 2006
Pratt Institute September 2000 - December 2004
OppenheimerFunds January 1998 - September 2000
Whitney Museum of American Art November 1996 - December 1997
Skills
User Interface Design, Motion Design, Graphic Design, Video Production, Video Editing, After Effects, Final Cut Pro, Photoshop, Social Media, Advertising, InDesign, Web Design, Adobe Creative Suite, Art Direction, Integrated Marketing, Creative Direction, User Experience
Education
Harvard University 2008 — 2012
Master of Liberal Arts (ALM), General Management
Yale University 1992 — 1996
Bachelors of Arts, Art/Graphic Design
The Hotchkiss School 1988 — 1992
TGS August 2014 - Present
Nuance Marketing September 2012 - August 2014
John Hancock November 2008 - July 2012
Thrasher Funds April 2007 - October 2008
Boston University Center for Digital Imaging Arts (CDIA) September 2007 - June 2008
Hodge Graphic Design 2000 - 2007
The Lawrenceville School November 2004 - June 2006
Pratt Institute September 2000 - December 2004
OppenheimerFunds January 1998 - September 2000
Whitney Museum of American Art November 1996 - December 1997
Skills
User Interface Design, Motion Design, Graphic Design, Video Production, Video Editing, After Effects, Final Cut Pro, Photoshop, Social Media, Advertising, InDesign, Web Design, Adobe Creative Suite, Art Direction, Integrated Marketing, Creative Direction, User Experience
Education
Harvard University 2008 — 2012
Master of Liberal Arts (ALM), General Management
Yale University 1992 — 1996
Bachelors of Arts, Art/Graphic Design
The Hotchkiss School 1988 — 1992
Sreepad Kanchanavally Sreepad Kanchanavally's OppenheimerFunds Experience April 2010 - Present
Job Sr. Architect at Oppenheimerfunds
Industry Information Technology and Services
Experience
OppenheimerFunds April 2010 - Present
eVerge Group June 2009 - April 2010
GE Asset Management January 2007 - June 2009
Kuehne + Nagel June 2003 - January 2007
Skills
Performance Tuning, Middleware, Design Patterns, XSLT, Security, Master Data Management, SOA, Informatica, JBoss Application Server, ESB, Enterprise Architecture, Business Intelligence, Weblogic, Architectures, Integration, Architecture, Business Analysis, Software Project..., WebLogic, SDLC, Requirements Analysis, Software Development
Education
Indian Institute of Technology, Kharagpur 1994 — 1998
B. Tech, Metallurgical and Materials Engineering
St Josephs Convent High School 1981 — 1992
OppenheimerFunds April 2010 - Present
eVerge Group June 2009 - April 2010
GE Asset Management January 2007 - June 2009
Kuehne + Nagel June 2003 - January 2007
Skills
Performance Tuning, Middleware, Design Patterns, XSLT, Security, Master Data Management, SOA, Informatica, JBoss Application Server, ESB, Enterprise Architecture, Business Intelligence, Weblogic, Architectures, Integration, Architecture, Business Analysis, Software Project..., WebLogic, SDLC, Requirements Analysis, Software Development
Education
Indian Institute of Technology, Kharagpur 1994 — 1998
B. Tech, Metallurgical and Materials Engineering
St Josephs Convent High School 1981 — 1992
Melissa Hopken Melissa Hopken's OppenheimerFunds Experience August 1993 - October 1998
Job Unified Communications Architect at Aspect Software
Industry Computer Software
Experience
Aspect Software November 1998 - Present
Blue Cross/Blue Shield of Kansas City October 1997 - November 1998
OppenheimerFunds August 1993 - October 1998
Skills
Unified Communications, Professional Services, Go-to-market Strategy, Telephony, SaaS, IVR, CTI, VoIP, Integration, Lync, Data Center, Lync Server 2010, Solution Selling, ACD, SIP, Cloud Computing, Call Centers, Unified Messaging, System Deployment, Contact Centers, Microsoft Technologies, CRM, Telecommunications, Enterprise Software, Virtualization, Workforce Management, Product Management, Avaya, Video Conferencing, Salesforce.com, Vendor Management, Cisco Technologies, IP, TCP/IP, Managed Services, Channel Partners, Pre-sales
Education
Illinois State University 1988 — 1991
BA English
Aspect Software November 1998 - Present
Blue Cross/Blue Shield of Kansas City October 1997 - November 1998
OppenheimerFunds August 1993 - October 1998
Skills
Unified Communications, Professional Services, Go-to-market Strategy, Telephony, SaaS, IVR, CTI, VoIP, Integration, Lync, Data Center, Lync Server 2010, Solution Selling, ACD, SIP, Cloud Computing, Call Centers, Unified Messaging, System Deployment, Contact Centers, Microsoft Technologies, CRM, Telecommunications, Enterprise Software, Virtualization, Workforce Management, Product Management, Avaya, Video Conferencing, Salesforce.com, Vendor Management, Cisco Technologies, IP, TCP/IP, Managed Services, Channel Partners, Pre-sales
Education
Illinois State University 1988 — 1991
BA English
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
Thomas Swaney Thomas Swaney's OppenheimerFunds Experience 2002 - 2009
Job Head of Alternative Investments / Fixed Income
Industry Investment Management
Experience
Pioneer Investments 2013 - Present
J.P. Morgan Asset Management 2010 - 2013
OppenheimerFunds 2002 - 2009
Morgan Stanley Investment Management 1998 - 2002
CMS Companies 1996 - 1998
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Investments, Bonds, Investment Management, Private Equity, Emerging Markets, Financial Risk, Options, Credit, Alternative Investments, Trading, Securities, Mutual Funds
Education
Indiana University - Kelley School of Business
M.S., Finance
The Pennsylvania State University
M.B.A., Corporate Financial Analysis
University of Alabama
B.S., Culverhouse School of Accountancy
Pioneer Investments 2013 - Present
J.P. Morgan Asset Management 2010 - 2013
OppenheimerFunds 2002 - 2009
Morgan Stanley Investment Management 1998 - 2002
CMS Companies 1996 - 1998
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Investments, Bonds, Investment Management, Private Equity, Emerging Markets, Financial Risk, Options, Credit, Alternative Investments, Trading, Securities, Mutual Funds
Education
Indiana University - Kelley School of Business
M.S., Finance
The Pennsylvania State University
M.B.A., Corporate Financial Analysis
University of Alabama
B.S., Culverhouse School of Accountancy
Jody Hilden Jody Hilden's OppenheimerFunds Experience January 2006 - January 2009
Job Registered Service Rep at Transamerica Retirement Management
Industry Financial Services
Experience
Transamerica Retirement Management May 2011 - Present
Fidelity Investments March 2010 - December 2010
OppenheimerFunds January 2006 - January 2009
OppenheimerFunds December 2002 - January 2006
OppenheimerFunds January 2000 - January 2003
OppenheimerFunds January 1998 - January 2000
OppenheimerFunds January 1997 - January 1998
Vectra Bank Colorado January 1994 - January 1997
Skills
Retirement Planning, 401k, IRAs, Investments, Fixed Income, CRM, Leadership, Financial Services, Training, Finance, Analysis, Call Centers, Process Improvement, Customer Service, Mutual Funds, Sales
Education
Inver Hills Community College 1980 — 1982
Liberal Arts
Transamerica Retirement Management May 2011 - Present
Fidelity Investments March 2010 - December 2010
OppenheimerFunds January 2006 - January 2009
OppenheimerFunds December 2002 - January 2006
OppenheimerFunds January 2000 - January 2003
OppenheimerFunds January 1998 - January 2000
OppenheimerFunds January 1997 - January 1998
Vectra Bank Colorado January 1994 - January 1997
Skills
Retirement Planning, 401k, IRAs, Investments, Fixed Income, CRM, Leadership, Financial Services, Training, Finance, Analysis, Call Centers, Process Improvement, Customer Service, Mutual Funds, Sales
Education
Inver Hills Community College 1980 — 1982
Liberal Arts
Laura Leitzinger's OppenheimerFunds Experience June 2005 - December 2008
Job Consultant at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions April 2013 - Present
Newmont Mining Corporation May 2010 - December 2012
OppenheimerFunds June 2005 - December 2008
OppenheimerFunds January 2002 - December 2008
OppenheimerFunds April 2003 - January 2006
OppenheimerFunds September 2000 - April 2003
OppenheimerFunds April 1999 - September 2000
Deloitte Consulting September 1983 - March 1999
Skills
PMO, Process Improvement, Program Management, Risk Management, Relationship Management, Business Process..., Leadership, IT Transformation, Vendor Management, Financial Services, Business Analysis, IT Strategy, Business Process..., SDLC, Asset Managment, Change Management, Project Portfolio..., Strategic Planning, Project Management, Management Consulting, Business Transformation, Integration, Disaster Recovery, Cross-functional Team..., Executive Management, Banking, Enterprise Architecture, Management, CRM, Strategy, Analytics, IT Management, Consulting, Data Center, Leadership Development
Education
Indiana University - Kelley School of Business 1981 — 1983
MBA, Management Information Systems
University of Notre Dame 1977 — 1981
Arts & Letters, Psychology and Sociology
Walnut Hills High School 1971 — 1977
Broadridge Financial Solutions April 2013 - Present
Newmont Mining Corporation May 2010 - December 2012
OppenheimerFunds June 2005 - December 2008
OppenheimerFunds January 2002 - December 2008
OppenheimerFunds April 2003 - January 2006
OppenheimerFunds September 2000 - April 2003
OppenheimerFunds April 1999 - September 2000
Deloitte Consulting September 1983 - March 1999
Skills
PMO, Process Improvement, Program Management, Risk Management, Relationship Management, Business Process..., Leadership, IT Transformation, Vendor Management, Financial Services, Business Analysis, IT Strategy, Business Process..., SDLC, Asset Managment, Change Management, Project Portfolio..., Strategic Planning, Project Management, Management Consulting, Business Transformation, Integration, Disaster Recovery, Cross-functional Team..., Executive Management, Banking, Enterprise Architecture, Management, CRM, Strategy, Analytics, IT Management, Consulting, Data Center, Leadership Development
Education
Indiana University - Kelley School of Business 1981 — 1983
MBA, Management Information Systems
University of Notre Dame 1977 — 1981
Arts & Letters, Psychology and Sociology
Walnut Hills High School 1971 — 1977
Frank Ambrosia Frank Ambrosia's OppenheimerFunds Experience 2014 - Present
Job Business Solutions Technologist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2014 - Present
OppenheimerFunds 2005 - 2014
OppenheimerFunds 1998 - 2005
The Chase Manhattan Bank June 1994 - September 1998
Skills
Visual Basic, VB.NET, VBA, VBScript, Visual Studio, IIS, SQL, Microsoft SQL Server, Sybase, HTML, JavaScript, Autosys, Ksh, Informatica, Version Control, Unix, JIRA, Python, Oracle, SharePoint, Visio, SDLC, Requirements Analysis, Software Project..., Agile Methodologies, Ant, Program Management, Visual SVN, Vendor Management, Fixed Income, Business Analysis, Data Warehousing
Education
Hofstra University 1984 — 1985
Bachelor of Arts (B.A.)
OppenheimerFunds 2014 - Present
OppenheimerFunds 2005 - 2014
OppenheimerFunds 1998 - 2005
The Chase Manhattan Bank June 1994 - September 1998
Skills
Visual Basic, VB.NET, VBA, VBScript, Visual Studio, IIS, SQL, Microsoft SQL Server, Sybase, HTML, JavaScript, Autosys, Ksh, Informatica, Version Control, Unix, JIRA, Python, Oracle, SharePoint, Visio, SDLC, Requirements Analysis, Software Project..., Agile Methodologies, Ant, Program Management, Visual SVN, Vendor Management, Fixed Income, Business Analysis, Data Warehousing
Education
Hofstra University 1984 — 1985
Bachelor of Arts (B.A.)
Nick Keihner's OppenheimerFunds Experience September 2007 - July 2010
Job Regional Sales Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2014 - Present
Neuberger Berman October 2012 - December 2013
Cohen & Steers July 2010 - October 2012
OppenheimerFunds September 2007 - July 2010
Skills
Series 7, Asset Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Sales, Series 63, Wealth Management, Portfolio Management, Retirement Planning, Fixed Income, Investment Strategies, Securities, Equities
Education
Gettysburg College 2002 — 2006
BS, Business Economics
Neuberger Berman January 2014 - Present
Neuberger Berman October 2012 - December 2013
Cohen & Steers July 2010 - October 2012
OppenheimerFunds September 2007 - July 2010
Skills
Series 7, Asset Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Sales, Series 63, Wealth Management, Portfolio Management, Retirement Planning, Fixed Income, Investment Strategies, Securities, Equities
Education
Gettysburg College 2002 — 2006
BS, Business Economics
Hazem Gamal Hazem Gamal's OppenheimerFunds Experience September 2010 - Present
Job Vice President, Head of Distribution Technology at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2010 - Present
OppenheimerFunds January 2005 - August 2010
OppenheimerFunds April 2003 - January 2005
OppenheimerFunds October 1999 - March 2003
American Express August 1998 - October 1999
Icarus Consulting January 1995 - January 1997
Swissotel (Swissair) June 1990 - December 1994
Various June 1986 - June 1990
Skills
Salesforce.com..., Change Management, Business Operations, Business Development, Marketing, Cross-functional Team..., Strategy, Human Resources, Organizational..., Business Process..., Budgets, Business Strategy, Business Intelligence, Project Management, New Business Development, Executive Management, Analytics, Product Development, Sales Management, Finance, Hedge Funds, Leadership, Salesforce.com, CRM, Financial Services, Sales, Management, Program Management, Hotels, Agile Project Management, Spanish, Team Leadership, Sales Operations, IT Operations, Business Analysis, Analysis, Consulting, Strategic Planning, Relationship Management
Education
Thunderbird School of Global Management 1997 — 1998
MBA
Johnson & Wales University 1986 — 1990
MA/BA
Cairo American College 1977 — 1986
GDE
OppenheimerFunds September 2010 - Present
OppenheimerFunds January 2005 - August 2010
OppenheimerFunds April 2003 - January 2005
OppenheimerFunds October 1999 - March 2003
American Express August 1998 - October 1999
Icarus Consulting January 1995 - January 1997
Swissotel (Swissair) June 1990 - December 1994
Various June 1986 - June 1990
Skills
Salesforce.com..., Change Management, Business Operations, Business Development, Marketing, Cross-functional Team..., Strategy, Human Resources, Organizational..., Business Process..., Budgets, Business Strategy, Business Intelligence, Project Management, New Business Development, Executive Management, Analytics, Product Development, Sales Management, Finance, Hedge Funds, Leadership, Salesforce.com, CRM, Financial Services, Sales, Management, Program Management, Hotels, Agile Project Management, Spanish, Team Leadership, Sales Operations, IT Operations, Business Analysis, Analysis, Consulting, Strategic Planning, Relationship Management
Education
Thunderbird School of Global Management 1997 — 1998
MBA
Johnson & Wales University 1986 — 1990
MA/BA
Cairo American College 1977 — 1986
GDE
Corey Geller's OppenheimerFunds Experience March 1998 - May 1999
Job Underwriter at Standard Insurance Company
Industry Insurance
Experience
Standard Insurance Company February 2008 - March 2013
Washington State School for the Blind August 2006 - February 2008
Nationwide Insurance January 2003 - May 2006
Ameritas Life Insurance Corp September 1999 - November 2002
OppenheimerFunds March 1998 - May 1999
Skills
Disability Insurance, Insurance, Underwriting, Employee Benefits, Financial Services, Sales, Marketing, Claims Management, Accounting, Community Outreach, Nonprofits, Risk Management, Student Counseling, Program Management
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts, Psychology, Spanish, International Studies
Standard Insurance Company February 2008 - March 2013
Washington State School for the Blind August 2006 - February 2008
Nationwide Insurance January 2003 - May 2006
Ameritas Life Insurance Corp September 1999 - November 2002
OppenheimerFunds March 1998 - May 1999
Skills
Disability Insurance, Insurance, Underwriting, Employee Benefits, Financial Services, Sales, Marketing, Claims Management, Accounting, Community Outreach, Nonprofits, Risk Management, Student Counseling, Program Management
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts, Psychology, Spanish, International Studies
Christy Bareijsza, CMP, CMM's OppenheimerFunds Experience 1999 - 2001
Job CEO & Founder, Events By Red Carpet
Industry Events Services
Experience
Events By Red Carpet 2001 - Present
Barclays Capital January 2005 - December 2005
TD (Waterhouse) Ameritrade 2001 - 2005
OppenheimerFunds 1999 - 2001
Skills
Contract Negotiation, Concept Development, Marketing Communications, Location Intelligence, Budgets, Marketing, Corporate Events, Event Planning, Meeting Planning, Event Management
Education
New York University 1999 — 2001
Certification
Hofstra University 1994 — 1997
B.A.
Events By Red Carpet 2001 - Present
Barclays Capital January 2005 - December 2005
TD (Waterhouse) Ameritrade 2001 - 2005
OppenheimerFunds 1999 - 2001
Skills
Contract Negotiation, Concept Development, Marketing Communications, Location Intelligence, Budgets, Marketing, Corporate Events, Event Planning, Meeting Planning, Event Management
Education
New York University 1999 — 2001
Certification
Hofstra University 1994 — 1997
B.A.
Matt Purdy Matt Purdy's OppenheimerFunds Experience November 2007 - January 2009
Job Training Tour Manager at EF Education First
Industry Education Management
Experience
EF Education First December 2012 - Present
EF Education First August 2010 - December 2012
A2B Car Rentals September 2009 - March 2010
Chase January 2009 - June 2009
OppenheimerFunds November 2007 - January 2009
Waddell & Reed August 2007 - November 2007
Hibernian May 2007 - August 2007
Skills
Customer Service, Training, Leadership, Event Planning, Social Media, Sales, Event Management, Management, Marketing, Marketing Strategy, Public Speaking, PowerPoint, Social Media Marketing
Education
Johnson & Wales University-Denver 2004 — 2007
Bachelor's degree, Financial Services Management
EF Education First December 2012 - Present
EF Education First August 2010 - December 2012
A2B Car Rentals September 2009 - March 2010
Chase January 2009 - June 2009
OppenheimerFunds November 2007 - January 2009
Waddell & Reed August 2007 - November 2007
Hibernian May 2007 - August 2007
Skills
Customer Service, Training, Leadership, Event Planning, Social Media, Sales, Event Management, Management, Marketing, Marketing Strategy, Public Speaking, PowerPoint, Social Media Marketing
Education
Johnson & Wales University-Denver 2004 — 2007
Bachelor's degree, Financial Services Management
Nidhi Chadda Nidhi Chadda's OppenheimerFunds Experience 2012 - 2013
Job Vice President, Analyst at Fred Alger Management, Inc.
Industry Financial Services
Experience
Fred Alger Management, Inc. 2014 - Present
OppenheimerFunds 2012 - 2013
Sursum Capital Management 2010 - 2011
Greenhill & Co. 2007 - 2010
McKinsey & Co 2003 - 2005
Goldman Sachs 2001 - 2003
Skills
Financial Modeling, Valuation, Investments, Equities, Corporate Finance, Investment Banking, Due Diligence, Strategy, Hedge Funds, Strategic Partnerships, Finance, LBO, Capital Markets, Alternative Investments, Equity Research, Emerging Markets, Asset Management, Research, Consumer Package Goods, Retail
Education
Harvard Business School 2005 — 2007
MBA
Wharton School, University of Pennsylvania 1997 — 2001
BS in Economics, Finance, Management
Fred Alger Management, Inc. 2014 - Present
OppenheimerFunds 2012 - 2013
Sursum Capital Management 2010 - 2011
Greenhill & Co. 2007 - 2010
McKinsey & Co 2003 - 2005
Goldman Sachs 2001 - 2003
Skills
Financial Modeling, Valuation, Investments, Equities, Corporate Finance, Investment Banking, Due Diligence, Strategy, Hedge Funds, Strategic Partnerships, Finance, LBO, Capital Markets, Alternative Investments, Equity Research, Emerging Markets, Asset Management, Research, Consumer Package Goods, Retail
Education
Harvard Business School 2005 — 2007
MBA
Wharton School, University of Pennsylvania 1997 — 2001
BS in Economics, Finance, Management
Ryan Lancaster Ryan Lancaster's OppenheimerFunds Experience January 2015 - Present
Job Product Specialist
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
AXA Distributors June 2013 - January 2015
Blacktop Management August 2010 - July 2013
Globally August 2008 - May 2012
Skills
Customer Service, Consulting, sales, marketing, management, Financial Advisory, Inventory, Stocking, Cashiering, Construction, Landscaping, Variable Annuities, Finance, Financial Planning, Retirement Planning, Series 6, Series 63, Life Insurance, Sales Presentations, Wholesale
Education
Holy Family University 2004 — 2008
Bachelor of Arts, Business Management and Marketing
Egg Harbor Township High School 2000 — 2004
OppenheimerFunds January 2015 - Present
AXA Distributors June 2013 - January 2015
Blacktop Management August 2010 - July 2013
Globally August 2008 - May 2012
Skills
Customer Service, Consulting, sales, marketing, management, Financial Advisory, Inventory, Stocking, Cashiering, Construction, Landscaping, Variable Annuities, Finance, Financial Planning, Retirement Planning, Series 6, Series 63, Life Insurance, Sales Presentations, Wholesale
Education
Holy Family University 2004 — 2008
Bachelor of Arts, Business Management and Marketing
Egg Harbor Township High School 2000 — 2004
Tyler Matthews Tyler Matthews's OppenheimerFunds Experience June 2012 - March 2013
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
OppenheimerFunds June 2012 - March 2013
OppenheimerFunds February 2012 - May 2012
OppenheimerFunds October 2011 - February 2012
OppenheimerFunds January 2011 - October 2011
CSI Financial Services LLC May 2008 - August 2008
Skills
Financial Services, Microsoft Excel, Series 7, Series 63, Level III CFA Candidate, Financial Modeling, Equity Valuation, Fixed Income, Real Estate, Financial Planning
Education
Gonzaga University 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
Gonzaga University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Economics
TIAA-CREF March 2013 - Present
OppenheimerFunds June 2012 - March 2013
OppenheimerFunds February 2012 - May 2012
OppenheimerFunds October 2011 - February 2012
OppenheimerFunds January 2011 - October 2011
CSI Financial Services LLC May 2008 - August 2008
Skills
Financial Services, Microsoft Excel, Series 7, Series 63, Level III CFA Candidate, Financial Modeling, Equity Valuation, Fixed Income, Real Estate, Financial Planning
Education
Gonzaga University 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
Gonzaga University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Economics
Brennan Regan Brennan Regan's OppenheimerFunds Experience July 1996 - January 1997
Job Owner/Partner, Regan Agency, Inc.
Industry Insurance
Experience
Regan Agency, Inc. January 1997 - Present
OppenheimerFunds July 1996 - January 1997
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Construction, Commercial Lines, Captives, Brokers, Legal Liability, Casualty, Negotiation, Account Management, General Insurance, Workers Compensation, Life Insurance, D&O, Health Insurance, Professional Liability, Liability, New Business Development, Real Estate, Customer Retention, Excess, Reinsurance, Inland Marine, Executive Management, Employment Practices..., Claim, Strategic Planning, Sales Management, Fixed Annuities, Claims Management, Surety Bonds, Marketing, Disability Insurance, Umbrella Insurance, Risk Management, Small Business, Licensing, Liability Analysis, Sales, Employee Benefits, Insurance Brokerage, Long-term Care, Financial Risk, Selling, Surety, Directors & Officers...
Education
Providence College 1992 — 1996
BS, Marketing & Management
Hofstra University
New York State Insurance Licensing
West Islip HS
Regan Agency, Inc. January 1997 - Present
OppenheimerFunds July 1996 - January 1997
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Construction, Commercial Lines, Captives, Brokers, Legal Liability, Casualty, Negotiation, Account Management, General Insurance, Workers Compensation, Life Insurance, D&O, Health Insurance, Professional Liability, Liability, New Business Development, Real Estate, Customer Retention, Excess, Reinsurance, Inland Marine, Executive Management, Employment Practices..., Claim, Strategic Planning, Sales Management, Fixed Annuities, Claims Management, Surety Bonds, Marketing, Disability Insurance, Umbrella Insurance, Risk Management, Small Business, Licensing, Liability Analysis, Sales, Employee Benefits, Insurance Brokerage, Long-term Care, Financial Risk, Selling, Surety, Directors & Officers...
Education
Providence College 1992 — 1996
BS, Marketing & Management
Hofstra University
New York State Insurance Licensing
West Islip HS
Tom Sabow, MBA, CRPC Tom Sabow, MBA, CRPC's OppenheimerFunds Experience February 2001 - Present
Job Vice President/Senior Advisor Consultant
Industry Investment Management
Experience
OppenheimerFunds February 2001 - Present
Franklin Templeton Group March 1998 - February 2001
Nicholas Applegate Capital Management 1996 - 1998
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Alternative Investments, Separately Managed..., Investment Strategies, Securities, Portfolio Management, ETFs, Series 65, Series 24, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Marketing
Gustavus Adolphus College 1983 — 1987
B.A., Business
OppenheimerFunds February 2001 - Present
Franklin Templeton Group March 1998 - February 2001
Nicholas Applegate Capital Management 1996 - 1998
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Alternative Investments, Separately Managed..., Investment Strategies, Securities, Portfolio Management, ETFs, Series 65, Series 24, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Marketing
Gustavus Adolphus College 1983 — 1987
B.A., Business
Blake Stamper Blake Stamper's OppenheimerFunds Experience January 2015 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds February 2014 - Present
OppenheimerFunds August 2013 - February 2014
Jackson May 2010 - August 2013
Skills
PowerPoint, Customer Service, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Insurance, Series 7, Mutual Funds, Critical Thinking, Fundraising, Marketing Strategy, Outlook, Event Planning, Series 6, 401k, Salesforce.com
Education
Michigan State University 2009 — 2012
Bachelor's Degree, Marketing, Entrepreneurship
Grand Valley State University 2008 — 2009
OppenheimerFunds January 2015 - Present
OppenheimerFunds February 2014 - Present
OppenheimerFunds August 2013 - February 2014
Jackson May 2010 - August 2013
Skills
PowerPoint, Customer Service, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Insurance, Series 7, Mutual Funds, Critical Thinking, Fundraising, Marketing Strategy, Outlook, Event Planning, Series 6, 401k, Salesforce.com
Education
Michigan State University 2009 — 2012
Bachelor's Degree, Marketing, Entrepreneurship
Grand Valley State University 2008 — 2009
Jennifer Ullrich, CMP's OppenheimerFunds Experience October 2012 - Present
Job Associate Manager, Corporate Events at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2012 - Present
Ultramar Travel Management March 2008 - September 2012
The Children's Village, Inc January 2006 - May 2012
Avitat Westchester July 2005 - June 2010
Pamal Broadcasting February 2000 - June 2004
Hudson Valley Renegades 2000 - 2000
Skills
Event Management, Customer Service, Excel, Budgeting, Microsoft Office, Negotiation, Logistics, Outlook, PowerPoint, Account Management, Budgets, Microsoft Excel, Management, Leadership, Hospitality, Event Planning, Social Media, Editing, Public Relations, Project Management, Contract Negotiation, Program Management, Social Media Marketing, Customer Satisfaction, Corporate Events, Newsletters, Sponsorship, Marketing, Time Management, Hotels, Meeting Planning, Trade Shows, Fundraising, Sales, Marketing Communications, Facebook, Social Networking
Education
New York University 2009 — 2012
Certificate in Meeting & Event Management, Meeting & Event Planning
Iona College 2000 — 2004
BA, Communications, Public Relations
Mahopac High School 1996 — 2000
General, General Studies
OppenheimerFunds October 2012 - Present
Ultramar Travel Management March 2008 - September 2012
The Children's Village, Inc January 2006 - May 2012
Avitat Westchester July 2005 - June 2010
Pamal Broadcasting February 2000 - June 2004
Hudson Valley Renegades 2000 - 2000
Skills
Event Management, Customer Service, Excel, Budgeting, Microsoft Office, Negotiation, Logistics, Outlook, PowerPoint, Account Management, Budgets, Microsoft Excel, Management, Leadership, Hospitality, Event Planning, Social Media, Editing, Public Relations, Project Management, Contract Negotiation, Program Management, Social Media Marketing, Customer Satisfaction, Corporate Events, Newsletters, Sponsorship, Marketing, Time Management, Hotels, Meeting Planning, Trade Shows, Fundraising, Sales, Marketing Communications, Facebook, Social Networking
Education
New York University 2009 — 2012
Certificate in Meeting & Event Management, Meeting & Event Planning
Iona College 2000 — 2004
BA, Communications, Public Relations
Mahopac High School 1996 — 2000
General, General Studies
Fu'ad Butt Fu'ad Butt's OppenheimerFunds Experience 2012 - 2014
Job Practice Head, Digital Consulting at Mindtree
Industry Financial Services
Experience
Mindtree October 2014 - Present
Fairleigh Dickinson University Silberman College of Business April 2015 - Present
Co-Factor USA September 2014 - Present
OppenheimerFunds 2012 - 2014
The Digital Marvels 2011 - 2012
New York Life Insurance Company 2008 - 2012
New York Life Insurance Company 2006 - 2008
New York Life Insurance Company 2003 - 2006
New York Life International 1999 - 2003
New York Life Insurance Company 1998 - 1999
Skills
Strategy, IT Strategy, Change Management, CRM, Strategic Planning, Analytics, Project Management, Program Management, Strategic Thinking, Social Media Marketing, Leadership, Management, Enterprise Software, IT Management, Governance, Financial Analysis, User Experience, Business Strategy, Digital Marketing, Business Development, Digital Strategy, International Business, Personnel Management, IT Outsourcing, Customer Service, Coaching, Project Finance, Lead Generation, Analysis, Outsourcing, Behavioral Finance, Offshore Operations, IT Operations, Security Audits, International Project..., Predictive Analytics, Human Factors, Auditing, Cost Accounting, SaaS, E-commerce, Social Media Strategy, Global Project..., IT Governance, Operations, Organizational Change, Diversity Strategy, Cost Containment, Human Capital Management, Integration
Education
Harvard Business School
Program for Leadership Development
University of Pennsylvania - The Wharton School
Certificate of Professional Development - Corporate Finance
University of South Carolina - The Moore School of Business
Masters of International Business Studies (MIBS)
Virginia Polytechnic Institute and State University - Pamplin College of Business
BSc, Economics
Virginia Polytechnic Institute and State University - Pamplin College of Business
BSc, Finance
International School of Choueifat (Dubai, UAE)
High School
Mindtree October 2014 - Present
Fairleigh Dickinson University Silberman College of Business April 2015 - Present
Co-Factor USA September 2014 - Present
OppenheimerFunds 2012 - 2014
The Digital Marvels 2011 - 2012
New York Life Insurance Company 2008 - 2012
New York Life Insurance Company 2006 - 2008
New York Life Insurance Company 2003 - 2006
New York Life International 1999 - 2003
New York Life Insurance Company 1998 - 1999
Skills
Strategy, IT Strategy, Change Management, CRM, Strategic Planning, Analytics, Project Management, Program Management, Strategic Thinking, Social Media Marketing, Leadership, Management, Enterprise Software, IT Management, Governance, Financial Analysis, User Experience, Business Strategy, Digital Marketing, Business Development, Digital Strategy, International Business, Personnel Management, IT Outsourcing, Customer Service, Coaching, Project Finance, Lead Generation, Analysis, Outsourcing, Behavioral Finance, Offshore Operations, IT Operations, Security Audits, International Project..., Predictive Analytics, Human Factors, Auditing, Cost Accounting, SaaS, E-commerce, Social Media Strategy, Global Project..., IT Governance, Operations, Organizational Change, Diversity Strategy, Cost Containment, Human Capital Management, Integration
Education
Harvard Business School
Program for Leadership Development
University of Pennsylvania - The Wharton School
Certificate of Professional Development - Corporate Finance
University of South Carolina - The Moore School of Business
Masters of International Business Studies (MIBS)
Virginia Polytechnic Institute and State University - Pamplin College of Business
BSc, Economics
Virginia Polytechnic Institute and State University - Pamplin College of Business
BSc, Finance
International School of Choueifat (Dubai, UAE)
High School
Denise Donovan Denise Donovan's OppenheimerFunds Experience 2001 - 2004
Job A&D Business Development Manager
Industry Architecture & Planning
Experience
Chilewich Sultan LLC April 2014 - March 2015
InterfaceFLOR 2008 - March 2014
PNC 2004 - 2008
OppenheimerFunds 2001 - 2004
BNY Mellon 1997 - 2001
Skills
Financial Analysis, Strategic Planning, Marketing, Sales, Budgets, Business Development, Project Planning, Event Planning, Event Management, New Business Development, Customer Service, Leadership, Public Relations, Program Management, Team Building, Sales Management, Management, Analysis, Account Management
Education
Iona College 1992 — 1996
BS, Business Administration and Management, General
Chilewich Sultan LLC April 2014 - March 2015
InterfaceFLOR 2008 - March 2014
PNC 2004 - 2008
OppenheimerFunds 2001 - 2004
BNY Mellon 1997 - 2001
Skills
Financial Analysis, Strategic Planning, Marketing, Sales, Budgets, Business Development, Project Planning, Event Planning, Event Management, New Business Development, Customer Service, Leadership, Public Relations, Program Management, Team Building, Sales Management, Management, Analysis, Account Management
Education
Iona College 1992 — 1996
BS, Business Administration and Management, General
Cody Palmer's OppenheimerFunds Experience April 2015 - August 2015
Job Senior Software Engineer
Industry Computer Software
Experience
Teampalmer LLC April 2015 - Present
OppenheimerFunds April 2015 - August 2015
NCC Group Domain Services June 2013 - April 2015
Charles Schwab February 2013 - June 2013
Rockwell Collins December 2011 - February 2013
Rockwell Collins August 2010 - December 2011
Skills
Integration, Testing, Information Assurance, ClearCase, Subversion, C++, Java, Software Engineering, Information Security, Perl, Visual Studio, NetBeans, Rational DOORS, .NET, C#, Configuration Management, Windows, VisualDSP++, System Architecture, Object Oriented Design, ASP.NET, SDLC, Software Design, Python, Ruby, Ruby on Rails, RSpec, Github, jQuery, Web Development, JavaScript, HAML, Foundation Design, Encryption, HTML5, SASS, CSS
Education
Iowa State University 2011 — 2016
MS, Information Assurance
University of Iowa 2004 — 2008
Bachelor's degree, Computer Science
Teampalmer LLC April 2015 - Present
OppenheimerFunds April 2015 - August 2015
NCC Group Domain Services June 2013 - April 2015
Charles Schwab February 2013 - June 2013
Rockwell Collins December 2011 - February 2013
Rockwell Collins August 2010 - December 2011
Skills
Integration, Testing, Information Assurance, ClearCase, Subversion, C++, Java, Software Engineering, Information Security, Perl, Visual Studio, NetBeans, Rational DOORS, .NET, C#, Configuration Management, Windows, VisualDSP++, System Architecture, Object Oriented Design, ASP.NET, SDLC, Software Design, Python, Ruby, Ruby on Rails, RSpec, Github, jQuery, Web Development, JavaScript, HAML, Foundation Design, Encryption, HTML5, SASS, CSS
Education
Iowa State University 2011 — 2016
MS, Information Assurance
University of Iowa 2004 — 2008
Bachelor's degree, Computer Science
Allison Fry's OppenheimerFunds Experience June 2007 - June 2010
Job Strategy consultant for organizations with positive social impact
Industry Management Consulting
Experience
Wellspring Consulting 2012 - Present
Amy Matto June 2011 - August 2011
OppenheimerFunds June 2007 - June 2010
Skills
Marketing Strategy, Cross-functional Team..., Business Development, Marketing, Social Media, Digital Strategy, Leadership, Non-profits, Business Strategy, Management Consulting, Strategic Planning, Market Research, Strategy, Product Management, Analysis, Public Relations
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
St. Olaf College 2003 — 2007
BA, Sociology/Anthropology
Wellspring Consulting 2012 - Present
Amy Matto June 2011 - August 2011
OppenheimerFunds June 2007 - June 2010
Skills
Marketing Strategy, Cross-functional Team..., Business Development, Marketing, Social Media, Digital Strategy, Leadership, Non-profits, Business Strategy, Management Consulting, Strategic Planning, Market Research, Strategy, Product Management, Analysis, Public Relations
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
St. Olaf College 2003 — 2007
BA, Sociology/Anthropology
Claire Ring Claire Ring's OppenheimerFunds Experience January 1996 - May 2008
Job Marketing Manager at AXA US
Industry Financial Services
Experience
AXA US June 2015 - Present
Simple Chic Events, Real Solutions for Real People September 2009 - June 2015
Marketing Communications Consultant, Financial Services June 2014 - December 2014
OppenheimerFunds January 1996 - May 2008
Dreyfus, a BNY Mellon Company May 1993 - December 1995
Skills
Product Development, Small Business, Qualified Retirement..., Product Marketing, Market Research, IRAs, 401k, Managing Product..., Project Management, Product Design, Merchandising, Campaign Management, Mutual Funds, Event Planning, Client Presentation, Oral & Written..., TPAs, Content Development, Intermediary Channels, Vendor Management, Financial Advisors, Strategy
Education
Hofstra University
Bachelor of Business Administration (BBA), Marketing
AXA US June 2015 - Present
Simple Chic Events, Real Solutions for Real People September 2009 - June 2015
Marketing Communications Consultant, Financial Services June 2014 - December 2014
OppenheimerFunds January 1996 - May 2008
Dreyfus, a BNY Mellon Company May 1993 - December 1995
Skills
Product Development, Small Business, Qualified Retirement..., Product Marketing, Market Research, IRAs, 401k, Managing Product..., Project Management, Product Design, Merchandising, Campaign Management, Mutual Funds, Event Planning, Client Presentation, Oral & Written..., TPAs, Content Development, Intermediary Channels, Vendor Management, Financial Advisors, Strategy
Education
Hofstra University
Bachelor of Business Administration (BBA), Marketing
Daniel L. Miller, CIMA® Daniel L. Miller, CIMA®'s OppenheimerFunds Experience February 2001 - July 2005
Job Vice President, External Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO December 2007 - Present
Allianz Global Investors/PIMCO December 2007 - March 2010
ADP 2006 - 2007
Rochdale Investment Management July 2005 - January 2006
OppenheimerFunds February 2001 - July 2005
Glenn Michael Financial December 1998 - February 2001
Skills
Series 7, Series 63, Series 65, Life and Health Licenses, Wealth Management, Retirement Planning, Strategic Financial..., 401k, Investment Management, Fixed Income, Equities, Hedge Funds, Asset Managment, Asset Allocation, CIMA, Investment Advisory, ETFs, Bonds, Finance, Wealth, Fund Of Funds, Wealth Management...
Education
Hofstra University 1995 — 1998
Bachelor of Arts (BA), Interdisciplinary Studies
PIMCO December 2007 - Present
Allianz Global Investors/PIMCO December 2007 - March 2010
ADP 2006 - 2007
Rochdale Investment Management July 2005 - January 2006
OppenheimerFunds February 2001 - July 2005
Glenn Michael Financial December 1998 - February 2001
Skills
Series 7, Series 63, Series 65, Life and Health Licenses, Wealth Management, Retirement Planning, Strategic Financial..., 401k, Investment Management, Fixed Income, Equities, Hedge Funds, Asset Managment, Asset Allocation, CIMA, Investment Advisory, ETFs, Bonds, Finance, Wealth, Fund Of Funds, Wealth Management...
Education
Hofstra University 1995 — 1998
Bachelor of Arts (BA), Interdisciplinary Studies
Anthony Camilleri, AAMS Anthony Camilleri, AAMS's OppenheimerFunds Experience January 1999 - December 2000
Job Regional Vice President at Capital Group
Industry Investment Management
Experience
Capital Group November 2013 - Present
Invesco Ltd. June 2010 - October 2013
DWS Investments June 2006 - June 2010
Evergreen Investments November 2003 - June 2006
Travelers January 2001 - November 2003
OppenheimerFunds January 1999 - December 2000
Merrill Lynch September 1996 - December 1998
Skills
Mutual Funds, Portfolio Management, Accredited Asset..., Life & Health Insurance..., Series 7,26,63,65, Separately Managed..., ETFs, Financial Advisory, Finance, Strategic Financial..., Banking
Education
Molloy College 1992 — 1994
B of A, Business Management
Hofstra University 1990 — 1992
Business Management
Capital Group November 2013 - Present
Invesco Ltd. June 2010 - October 2013
DWS Investments June 2006 - June 2010
Evergreen Investments November 2003 - June 2006
Travelers January 2001 - November 2003
OppenheimerFunds January 1999 - December 2000
Merrill Lynch September 1996 - December 1998
Skills
Mutual Funds, Portfolio Management, Accredited Asset..., Life & Health Insurance..., Series 7,26,63,65, Separately Managed..., ETFs, Financial Advisory, Finance, Strategic Financial..., Banking
Education
Molloy College 1992 — 1994
B of A, Business Management
Hofstra University 1990 — 1992
Business Management
John Osier, CFA, MBA's OppenheimerFunds Experience September 2004 - September 2006
Job Senior Securities Analyst at EMC Insurance Companies
Industry Investment Management
Experience
EMC Insurance Companies October 2013 - Present
Miles Capital, Inc. September 2006 - October 2013
OppenheimerFunds September 2004 - September 2006
Skills
Credit Analysis, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
Master of Business Adminstration, Emphasis in Finance
Iowa State University - College of Business 1997 — 2001
Bachelor of Science, Finance & Transportation Logistics
EMC Insurance Companies October 2013 - Present
Miles Capital, Inc. September 2006 - October 2013
OppenheimerFunds September 2004 - September 2006
Skills
Credit Analysis, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
Master of Business Adminstration, Emphasis in Finance
Iowa State University - College of Business 1997 — 2001
Bachelor of Science, Finance & Transportation Logistics
Irina Vidomanets, PMP's OppenheimerFunds Experience April 2004 - January 2009
Job Project Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group November 2011 - Present
Day Pitney LLP December 2009 - October 2011
OppenheimerFunds April 2004 - January 2009
OppenheimerFunds April 2004 - January 2009
MassMutual March 2000 - August 2003
Skills
Team Building, Leadership, Strategy, Business Analysis, Vendor Management, Management, Project Management, Business Process..., Process Improvement, Cross-functional Team..., Requirements Gathering, Investments, Call Centers, Analysis, Coaching, Financial Services, Operations Management, Program Management
Education
Rensselaer Polytechnic Institute at Hartford 2001 — 2003
Master's, Managing Information Systems
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelor's, Business Administration
MassMutual Financial Group November 2011 - Present
Day Pitney LLP December 2009 - October 2011
OppenheimerFunds April 2004 - January 2009
OppenheimerFunds April 2004 - January 2009
MassMutual March 2000 - August 2003
Skills
Team Building, Leadership, Strategy, Business Analysis, Vendor Management, Management, Project Management, Business Process..., Process Improvement, Cross-functional Team..., Requirements Gathering, Investments, Call Centers, Analysis, Coaching, Financial Services, Operations Management, Program Management
Education
Rensselaer Polytechnic Institute at Hartford 2001 — 2003
Master's, Managing Information Systems
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelor's, Business Administration
Catrina Hegarty's OppenheimerFunds Experience 2000 - 2004
Job Domestic Engineer
Industry Financial Services
Experience
X March 2011 - Present
Argus Research March 2008 - March 2011
EquiFirst Corporation - A division of Barclays Capital Corp. 2007 - 2008
NovaStar Mortgage 2004 - 2007
OppenheimerFunds 2000 - 2004
UBS PaineWebber Inc., 1997 - 2000
Education
Ithaca College
B.S. - Roy H. Park School of Communications
X March 2011 - Present
Argus Research March 2008 - March 2011
EquiFirst Corporation - A division of Barclays Capital Corp. 2007 - 2008
NovaStar Mortgage 2004 - 2007
OppenheimerFunds 2000 - 2004
UBS PaineWebber Inc., 1997 - 2000
Education
Ithaca College
B.S. - Roy H. Park School of Communications
Brian Liquori's OppenheimerFunds Experience September 2008 - January 2012
Job Local 40 Union Ironworkers
Industry Construction
Experience
Ironworkers local 40 September 2015 - Present
OppenheimerFunds, Inc. January 2012 - January 2015
OppenheimerFunds September 2008 - January 2012
Hype Event Marketing January 2004 - December 2007
Skills
Mutual Funds, Alternative Investments, Analytics, Asset Allocation, Asset Management, Bloomberg, CRM, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Securities, Wealth Management, Microsoft Office, Relationship Management, Leadership, Portfolio Management, Finance, Marketing, Series 63, Series 7
Education
Iona College 2004 — 2008
BBA, Management
Ironworkers local 40 September 2015 - Present
OppenheimerFunds, Inc. January 2012 - January 2015
OppenheimerFunds September 2008 - January 2012
Hype Event Marketing January 2004 - December 2007
Skills
Mutual Funds, Alternative Investments, Analytics, Asset Allocation, Asset Management, Bloomberg, CRM, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Securities, Wealth Management, Microsoft Office, Relationship Management, Leadership, Portfolio Management, Finance, Marketing, Series 63, Series 7
Education
Iona College 2004 — 2008
BBA, Management
Hailey Brent's OppenheimerFunds Experience October 2013 - Present
Job Associate, Advertising & Brand at OppenheimerFunds
Industry Marketing and Advertising
Experience
OppenheimerFunds October 2013 - Present
OppenheimerFunds May 2013 - August 2013
Ithaca College Annual Fund August 2012 - December 2012
Chatham Real Estate May 2011 - August 2012
Skills
Social Media Marketing, Social Media, Microsoft Office, Facebook, PowerPoint, Microsoft Word, Blogging, Microsoft Excel, InDesign, Photoshop, Marketing, Integrated Marketing, Advertising, Marketing Communications, Press Releases
Education
Ithaca College 2010 — 2014
Bachelor of Science (B.S.), Integrated Marketing Communication, International Business
OppenheimerFunds October 2013 - Present
OppenheimerFunds May 2013 - August 2013
Ithaca College Annual Fund August 2012 - December 2012
Chatham Real Estate May 2011 - August 2012
Skills
Social Media Marketing, Social Media, Microsoft Office, Facebook, PowerPoint, Microsoft Word, Blogging, Microsoft Excel, InDesign, Photoshop, Marketing, Integrated Marketing, Advertising, Marketing Communications, Press Releases
Education
Ithaca College 2010 — 2014
Bachelor of Science (B.S.), Integrated Marketing Communication, International Business
Tony Willie Tony Willie's OppenheimerFunds Experience October 1996 - Present
Job Sr Technical QA Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 1996 - Present
Skills
Quality Center, SDLC, User Acceptance Testing, Test Management, Test Planning, Risk Management, Process Improvement, Quality Assurance, Business Requirements, Business Analysis, Testing, Test Strategy, Mutual Funds, Waterfall, System Testing, Financial Services, QTP, Visio, Load Runner, SQL, Agile/Scrum, Cucumber, Test Automation, Test Automation..., Automated Software..., Selenium Testing, JRuby, XML, Oracle, Exploratory Testing, Database Testing, JIRA, Zephyr, Selenium WebDriver, SiteScope, Release Management, Akamai
Education
Iowa State University 1992 — 1996
OppenheimerFunds October 1996 - Present
Skills
Quality Center, SDLC, User Acceptance Testing, Test Management, Test Planning, Risk Management, Process Improvement, Quality Assurance, Business Requirements, Business Analysis, Testing, Test Strategy, Mutual Funds, Waterfall, System Testing, Financial Services, QTP, Visio, Load Runner, SQL, Agile/Scrum, Cucumber, Test Automation, Test Automation..., Automated Software..., Selenium Testing, JRuby, XML, Oracle, Exploratory Testing, Database Testing, JIRA, Zephyr, Selenium WebDriver, SiteScope, Release Management, Akamai
Education
Iowa State University 1992 — 1996
Daniel Grasman, CFA's OppenheimerFunds Experience March 2011 - Present
Job Analyst in Energy, Industrials and Materials and International Equities
Industry Investment Management
Experience
OppenheimerFunds March 2011 - Present
Independent April 2009 - February 2011
Bernstein Investment Research and Management September 2004 - January 2009
SAP 2001 - 2004
Xelector 1999 - 2001
McKinsey & Company 1996 - 1998
Strategic Decisions Group 1992 - 1996
Booz Allen Hamilton 1988 - 1990
Akzo Nobel Chemicals September 1987 - August 1988
Skills
Industry Analysis, Equity Research, Business Development, Business Strategy, Natural Resources, Oil/Gas, Mining, SAP Netweaver, Internet Software, Alternative Investments, Asset Allocation, Capital Markets, Commodity, Competitive Analysis, Corporate Development, Corporate Finance, Due Diligence, Emerging Markets, Equities, Financial Modeling, Finance, Financial Services, Hedge Funds, Investments, Leadership, Portfolio Management, Strategy, Asset Management, Bloomberg, Economics, Energy, Entrepreneurship, Equity Valuation, Investment Management, Investment Strategies, Management, Management Consulting, Marketing, Mutual Funds, Risk Management, SAP, Securities, Start-ups, Valuation
Education
CFA Institute 2005 — 2007
CFA Charterholder
Harvard Business School 1990 — 1992
MBA, Finance
Stanford University 1985 — 1987
MS, Petroleum Engineering
Willem Lodewijk Gymnasium 1976 — 1982
VWO, Science
The University of Kansas
BS, Petroleum Engineering
OppenheimerFunds March 2011 - Present
Independent April 2009 - February 2011
Bernstein Investment Research and Management September 2004 - January 2009
SAP 2001 - 2004
Xelector 1999 - 2001
McKinsey & Company 1996 - 1998
Strategic Decisions Group 1992 - 1996
Booz Allen Hamilton 1988 - 1990
Akzo Nobel Chemicals September 1987 - August 1988
Skills
Industry Analysis, Equity Research, Business Development, Business Strategy, Natural Resources, Oil/Gas, Mining, SAP Netweaver, Internet Software, Alternative Investments, Asset Allocation, Capital Markets, Commodity, Competitive Analysis, Corporate Development, Corporate Finance, Due Diligence, Emerging Markets, Equities, Financial Modeling, Finance, Financial Services, Hedge Funds, Investments, Leadership, Portfolio Management, Strategy, Asset Management, Bloomberg, Economics, Energy, Entrepreneurship, Equity Valuation, Investment Management, Investment Strategies, Management, Management Consulting, Marketing, Mutual Funds, Risk Management, SAP, Securities, Start-ups, Valuation
Education
CFA Institute 2005 — 2007
CFA Charterholder
Harvard Business School 1990 — 1992
MBA, Finance
Stanford University 1985 — 1987
MS, Petroleum Engineering
Willem Lodewijk Gymnasium 1976 — 1982
VWO, Science
The University of Kansas
BS, Petroleum Engineering
Peter Mintzberg's OppenheimerFunds Experience October 2013 - Present
Job Head of Strategy and Corporate Development at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2013 - Present
Skills
Strategy, Business Development, Mergers & Acquisitions, Asset Management, Emerging Markets
Education
Harvard Business School 1996 — 1998
MBA, Finance, Strategy
OppenheimerFunds October 2013 - Present
Skills
Strategy, Business Development, Mergers & Acquisitions, Asset Management, Emerging Markets
Education
Harvard Business School 1996 — 1998
MBA, Finance, Strategy
John Ptasinski's OppenheimerFunds Experience January 2011 - Present
Job Assistant Vice President at OppenheimerFunds
Industry Computer Software
Experience
OppenheimerFunds January 2011 - Present
Jeppesen September 2006 - January 2011
Jeppesen March 2005 - September 2006
Jeppesen November 2003 - February 2005
TeleSynthesis May 1998 - November 2003
dbINTELLECT November 1995 - April 1998
Evolving Systems February 1993 - October 1995
Kenan Systems October 1989 - February 1993
Commonwealth Edison June 1984 - September 1989
Skills
SDLC, Agile Methodologies, RUP, PMP, Software Development, PMO, Program Management, Leadership, Process Improvement, Scrum, Enterprise Architecture, CMMI, Change Management, Integration, Business Transformation, Requirements Analysis, Management, Business Analysis, Software Engineering, Agile Project Management, Business Intelligence, Business Process, IT Management, IT Strategy, Project Portfolio..., ITIL, Quality Assurance, Requirements Gathering, SOA, Vendor Management, Start-ups, Software Project...
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA
Illinois Institute of Technology 1980 — 1984
BS, Computer Science
OppenheimerFunds January 2011 - Present
Jeppesen September 2006 - January 2011
Jeppesen March 2005 - September 2006
Jeppesen November 2003 - February 2005
TeleSynthesis May 1998 - November 2003
dbINTELLECT November 1995 - April 1998
Evolving Systems February 1993 - October 1995
Kenan Systems October 1989 - February 1993
Commonwealth Edison June 1984 - September 1989
Skills
SDLC, Agile Methodologies, RUP, PMP, Software Development, PMO, Program Management, Leadership, Process Improvement, Scrum, Enterprise Architecture, CMMI, Change Management, Integration, Business Transformation, Requirements Analysis, Management, Business Analysis, Software Engineering, Agile Project Management, Business Intelligence, Business Process, IT Management, IT Strategy, Project Portfolio..., ITIL, Quality Assurance, Requirements Gathering, SOA, Vendor Management, Start-ups, Software Project...
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA
Illinois Institute of Technology 1980 — 1984
BS, Computer Science
Andy Levey's OppenheimerFunds Experience July 2002 - November 2004
Job Director of Marketing, 360 & Content at Cirque du Soleil
Industry Marketing and Advertising
Experience
Cirque du Soleil April 2014 - Present
Cirque du Soleil February 2011 - April 2014
Pure Management Group March 2005 - February 2011
OppenheimerFunds July 2002 - November 2004
Skills
Social Media, Social Networking, Social Media Marketing, Marketing, Marketing Strategy, Corporate Social Media, Social Media Measurement, Social Media Advertising, Digital Marketing, Digital Media, Digital Strategy, Analysis, Business Analysis, Public Speaking, Online Marketing, Hospitality, Advertising, Public Relations, Business Development, Strategic Partnerships, Management, Marketing Communications, Entertainment, SEO, Event Management, Budgets, Online Advertising, E-commerce, Email Marketing, New Media, Sales, Blogging, Event Planning, Facebook, CRM, Strategy, Relationship Marketing, Analytics, Brand Awareness, Direct Marketing, Web Marketing, Integrated Marketing, Mobile Marketing, SEM, Brand Management, Media Planning, Sponsorship, Interactive Marketing, Marketing Management, Live Events
Education
University of Nevada Las Vegas Lee Business School 2005 — 2008
MBA
University of Nevada Las Vegas-Harrahs School of Hospitality 2005 — 2007
Masters
INSEEC 2000 — 2001
Tulane University - A.B. Freeman School of Business 1998 — 2001
BSM
Tulane University 1998 — 2002
Cirque du Soleil April 2014 - Present
Cirque du Soleil February 2011 - April 2014
Pure Management Group March 2005 - February 2011
OppenheimerFunds July 2002 - November 2004
Skills
Social Media, Social Networking, Social Media Marketing, Marketing, Marketing Strategy, Corporate Social Media, Social Media Measurement, Social Media Advertising, Digital Marketing, Digital Media, Digital Strategy, Analysis, Business Analysis, Public Speaking, Online Marketing, Hospitality, Advertising, Public Relations, Business Development, Strategic Partnerships, Management, Marketing Communications, Entertainment, SEO, Event Management, Budgets, Online Advertising, E-commerce, Email Marketing, New Media, Sales, Blogging, Event Planning, Facebook, CRM, Strategy, Relationship Marketing, Analytics, Brand Awareness, Direct Marketing, Web Marketing, Integrated Marketing, Mobile Marketing, SEM, Brand Management, Media Planning, Sponsorship, Interactive Marketing, Marketing Management, Live Events
Education
University of Nevada Las Vegas Lee Business School 2005 — 2008
MBA
University of Nevada Las Vegas-Harrahs School of Hospitality 2005 — 2007
Masters
INSEEC 2000 — 2001
Tulane University - A.B. Freeman School of Business 1998 — 2001
BSM
Tulane University 1998 — 2002
Gabriel Burstein PhD's OppenheimerFunds Experience January 2015 - Present
Job Head Investment Strategy Alts & Mutual Portfolios & Inv. Strategist, Oppenheimerfunds, Jackson Life Curian, Lipper, HSBC
Industry Investment Management
Experience
OppenheimerFunds January 2015 - Present
Jackson Life / Curian Asset Mngmt February 2013 - November 2013
Lipper October 2006 - May 2011
HSBC January 2000 - January 2004
Daiwa Capital Markets Europe Ltd October 1996 - September 1999
Merrill Lynch April 1995 - September 1996
Goldman Sachs April 1992 - January 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Portfolio Management, Fund Of Funds, Investments, Trading, Global Macro, Financial Markets, Investment Management, Equity Research, Derivatives, ETFs, Commodity, Trading Strategies, Managed Futures, Private Equity, Wealth Management, Proprietary Trading, Separately Managed..., Arbitrage, Institutional..., Emerging Markets, Technical Analysis, Investment Advisory
Education
Imperial College London 1989 — 1992
PhD, Mathematics, Stochastics- the maths of portfolio optimization, risk mngmt.
OppenheimerFunds January 2015 - Present
Jackson Life / Curian Asset Mngmt February 2013 - November 2013
Lipper October 2006 - May 2011
HSBC January 2000 - January 2004
Daiwa Capital Markets Europe Ltd October 1996 - September 1999
Merrill Lynch April 1995 - September 1996
Goldman Sachs April 1992 - January 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Portfolio Management, Fund Of Funds, Investments, Trading, Global Macro, Financial Markets, Investment Management, Equity Research, Derivatives, ETFs, Commodity, Trading Strategies, Managed Futures, Private Equity, Wealth Management, Proprietary Trading, Separately Managed..., Arbitrage, Institutional..., Emerging Markets, Technical Analysis, Investment Advisory
Education
Imperial College London 1989 — 1992
PhD, Mathematics, Stochastics- the maths of portfolio optimization, risk mngmt.
Kristie Linnemeyer's OppenheimerFunds Experience November 2000 - February 2009
Job Account Manager at Clinic Service
Industry Hospital & Health Care
Experience
Clinic Service September 2009 - Present
OppenheimerFunds November 2000 - February 2009
Education
Illinois State University 1996 — 1997
Clinic Service September 2009 - Present
OppenheimerFunds November 2000 - February 2009
Education
Illinois State University 1996 — 1997
Jane Ingalls's OppenheimerFunds Experience 1993 - 1999
Job President, Artemis Consulting Group
Industry Public Relations and Communications
Experience
Artemis Consulting Group September 2006 - Present
Janus Capital Group September 1999 - April 2006
Janus Capital Group 1999 - 2006
OppenheimerFunds 1993 - 1999
Sawyer Miller Group 1992 - 1994
Robinson Lake Lehrer 1992 - 1993
Prudential Securities 1989 - 1992
Skills
Mutual Funds, Alternative Investments, Internal Communications, Series 7, Hedge Funds, Asset Managment, Strategic Communications, Financial Services, Investments, Integrated Marketing, Securities, Investor Relations, Equities, Wealth Management, Series 63, Relationship Management, ETFs, Retirement, Asset Allocation, Portfolio Management, Crisis Communications, Private Equity, Personal Communication, Investment Strategies, Asset Management, Finance, Investment Management, Financial Advisory, Investment Advisory, FINRA, 401k, Equity Research, Message Development
Education
Hartwick College 1984 — 1988
BA, Business and English
Goshen High School 1980 — 1984
Artemis Consulting Group September 2006 - Present
Janus Capital Group September 1999 - April 2006
Janus Capital Group 1999 - 2006
OppenheimerFunds 1993 - 1999
Sawyer Miller Group 1992 - 1994
Robinson Lake Lehrer 1992 - 1993
Prudential Securities 1989 - 1992
Skills
Mutual Funds, Alternative Investments, Internal Communications, Series 7, Hedge Funds, Asset Managment, Strategic Communications, Financial Services, Investments, Integrated Marketing, Securities, Investor Relations, Equities, Wealth Management, Series 63, Relationship Management, ETFs, Retirement, Asset Allocation, Portfolio Management, Crisis Communications, Private Equity, Personal Communication, Investment Strategies, Asset Management, Finance, Investment Management, Financial Advisory, Investment Advisory, FINRA, 401k, Equity Research, Message Development
Education
Hartwick College 1984 — 1988
BA, Business and English
Goshen High School 1980 — 1984
Josh Rubinger's OppenheimerFunds Experience August 2003 - January 2009
Job Vice President, National Accounts at The Lightstone Group
Industry Financial Services
Experience
Lightstone Group July 2012 - Present
Thompson National Properties, LLC April 2009 - June 2012
OppenheimerFunds August 2003 - January 2009
Columbia Funds October 2001 - July 2003
Skills
FINRA, Asset Management, Series 7, Series 63, Alternative Investments, Real Estate, Key Account Development, Key Account Management, Asset Managment, Financial Analysis, Securities, Investments, Due Diligence, Finance, Mutual Funds
Education
Hamilton College 1997 — 2001
BA, Economics
Newton North High School 1993 — 1997
High School
Lightstone Group July 2012 - Present
Thompson National Properties, LLC April 2009 - June 2012
OppenheimerFunds August 2003 - January 2009
Columbia Funds October 2001 - July 2003
Skills
FINRA, Asset Management, Series 7, Series 63, Alternative Investments, Real Estate, Key Account Development, Key Account Management, Asset Managment, Financial Analysis, Securities, Investments, Due Diligence, Finance, Mutual Funds
Education
Hamilton College 1997 — 2001
BA, Economics
Newton North High School 1993 — 1997
High School
James Quay, CFA's OppenheimerFunds Experience March 2015 - Present
Job Lead Fixed Income Trade Assistant at OppenheimerFunds at OppenheimerFunds
Industry Capital Markets
Experience
OppenheimerFunds March 2015 - Present
Goldman Sachs November 2010 - Present
SGCIB May 2007 - May 2008
Kohlberg Kravis Roberts & Co. April 2006 - June 2007
KKR 2006 - 2007
Skills
Equities, Derivatives, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Trading, Financial Markets, Financial Modeling, Portfolio Management, Structured Products, Credit Derivatives, Swaps, Financial Analysis, Middle Office
Education
Iona College 2003 — 2005
BBA, Finance
OppenheimerFunds March 2015 - Present
Goldman Sachs November 2010 - Present
SGCIB May 2007 - May 2008
Kohlberg Kravis Roberts & Co. April 2006 - June 2007
KKR 2006 - 2007
Skills
Equities, Derivatives, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Trading, Financial Markets, Financial Modeling, Portfolio Management, Structured Products, Credit Derivatives, Swaps, Financial Analysis, Middle Office
Education
Iona College 2003 — 2005
BBA, Finance
Gaurav Medhekar's OppenheimerFunds Experience August 2010 - Present
Job Manager Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2010 - Present
OppenheimerFunds January 2008 - August 2010
Publishers Clearing House June 2005 - January 2008
1800flowers.com June 2004 - August 2004
Skills
Analysis, Business Strategy, Management Consulting, Strategy, Campaign Management, Marketing Management, Marketing, Marketing Strategy, Business Development, Analytics, Email Marketing, CRM, Business Intelligence, Sales, Business Process, Cognos, Databases, Segmentation, Product Management, Direct Marketing, Product Marketing, Competitive Analysis, Market Research, Lead Generation, Integrated Marketing, Digital Marketing
Education
Hofstra University 2003 — 2005
MBA
University of Mumbai 1997 — 2001
BE
OppenheimerFunds August 2010 - Present
OppenheimerFunds January 2008 - August 2010
Publishers Clearing House June 2005 - January 2008
1800flowers.com June 2004 - August 2004
Skills
Analysis, Business Strategy, Management Consulting, Strategy, Campaign Management, Marketing Management, Marketing, Marketing Strategy, Business Development, Analytics, Email Marketing, CRM, Business Intelligence, Sales, Business Process, Cognos, Databases, Segmentation, Product Management, Direct Marketing, Product Marketing, Competitive Analysis, Market Research, Lead Generation, Integrated Marketing, Digital Marketing
Education
Hofstra University 2003 — 2005
MBA
University of Mumbai 1997 — 2001
BE
Jennifer Castri's OppenheimerFunds Experience February 2011 - Present
Job Digital Product Management | Web Optimization | Agile Development
Industry Financial Services
Experience
OppenheimerFunds February 2011 - Present
OppenheimerFunds September 2003 - January 2011
Wechsler Ross & Partners 1999 - 2001
Dorchester Publishing Co., Inc. 1995 - 1997
Skills
Asset Management, Campaign Management, Thought Leadership, Mutual Funds, Content Strategy, Content Development, Integrated Marketing, Analytics, Marketing Communications, Strategic Communications, B2B Marketing, Corporate Communications, Internal Communications, Portfolio Management, Messaging, Content Management, Direct Marketing, Series 7, Investments, Relationship Management, Financial Services, Digital Strategy, Marketing, Asset Managment, Agile Testing, Digital Marketing, Brand Awareness, Web Content Management
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (BA), Journalism
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Journalism
OppenheimerFunds February 2011 - Present
OppenheimerFunds September 2003 - January 2011
Wechsler Ross & Partners 1999 - 2001
Dorchester Publishing Co., Inc. 1995 - 1997
Skills
Asset Management, Campaign Management, Thought Leadership, Mutual Funds, Content Strategy, Content Development, Integrated Marketing, Analytics, Marketing Communications, Strategic Communications, B2B Marketing, Corporate Communications, Internal Communications, Portfolio Management, Messaging, Content Management, Direct Marketing, Series 7, Investments, Relationship Management, Financial Services, Digital Strategy, Marketing, Asset Managment, Agile Testing, Digital Marketing, Brand Awareness, Web Content Management
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (BA), Journalism
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Journalism
Anthony Lomanno's OppenheimerFunds Experience 2008 - 2010
Job Sales Executive
Industry Real Estate
Experience
Remotely 2013 - Present
rentbits 2013 - 2015
ICON Advisers 2010 - 2013
OppenheimerFunds 2008 - 2010
Skills
Home Automation, Property Management, Property Management..., Real Estate, Multi-family Investment..., Contract Negotiation, Apartments, Business Development, Sales, Marketing, New Business Development, Asset Management, Relationship Management
Education
Johnson & Wales University 2004 — 2008
Bachelor of Science (BS), Business Management
Remotely 2013 - Present
rentbits 2013 - 2015
ICON Advisers 2010 - 2013
OppenheimerFunds 2008 - 2010
Skills
Home Automation, Property Management, Property Management..., Real Estate, Multi-family Investment..., Contract Negotiation, Apartments, Business Development, Sales, Marketing, New Business Development, Asset Management, Relationship Management
Education
Johnson & Wales University 2004 — 2008
Bachelor of Science (BS), Business Management
Heidi Kagan's OppenheimerFunds Experience 1992 - 1997
Job VP, Director of Facilities and Administration
Industry Facilities Services
Experience
Penguin Group (USA)/Penguin Random House 1998 - Present
Goldman Sachs 1997 - 1998
OppenheimerFunds 1992 - 1997
Skills
Budgets, Contract Negotiation, Social Media, Strategic Planning, Project Management, Marketing, Copywriting, Team Building, Publishing, Facilities Management, Management, Leadership, Procurement, Editing, Negotiation, Event Planning, Social Media Marketing, Public Relations, Construction Management, Microsoft Office, Customer Service, Training, Marketing Communications, Proposal Writing, Space planning, Business Continuity, Analysis, Digital Reprographics, Travel Management, Cost Containment, Mailroom Operations
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting
Penguin Group (USA)/Penguin Random House 1998 - Present
Goldman Sachs 1997 - 1998
OppenheimerFunds 1992 - 1997
Skills
Budgets, Contract Negotiation, Social Media, Strategic Planning, Project Management, Marketing, Copywriting, Team Building, Publishing, Facilities Management, Management, Leadership, Procurement, Editing, Negotiation, Event Planning, Social Media Marketing, Public Relations, Construction Management, Microsoft Office, Customer Service, Training, Marketing Communications, Proposal Writing, Space planning, Business Continuity, Analysis, Digital Reprographics, Travel Management, Cost Containment, Mailroom Operations
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting
Wendy Fishler's OppenheimerFunds Experience June 1990 - October 1998
Job Sr. Strategic Relationship Manager at MetLife
Industry Financial Services
Experience
MetLife July 2007 - Present
New York Life December 1998 - January 2007
OppenheimerFunds June 1990 - October 1998
UBS (formerly PaineWebber) 1982 - 1990
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Retirement, Wealth Management, Fixed Annuities, Financial Services, Relationship Management
Education
Ithaca College
BS, Communications: Corporate Media Design
MetLife July 2007 - Present
New York Life December 1998 - January 2007
OppenheimerFunds June 1990 - October 1998
UBS (formerly PaineWebber) 1982 - 1990
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Retirement, Wealth Management, Fixed Annuities, Financial Services, Relationship Management
Education
Ithaca College
BS, Communications: Corporate Media Design
Neeraj Jain, CFA's OppenheimerFunds Experience August 2012 - March 2013
Job Portfolio Analytics & Reporting
Industry Financial Services
Experience
GoldenTree Asset Management April 2015 - Present
J.P. Morgan April 2013 - Present
OppenheimerFunds August 2012 - March 2013
FinSharp Inc. August 2010 - August 2012
Kaizen Inc February 2004 - September 2010
Education
CFA Institute, USA 2007 — 2011
Chartered Financial Analyst, CFA, Finance
Massachusetts Institute of Technology 2002 — 2003
Graduate Level Course Work, Computer Science
Illinois Institute of Technology 2000 — 2002
MS, Computer Science
Malaviya National Institute of Technology 1995 — 1999
BE, Engineering
GoldenTree Asset Management April 2015 - Present
J.P. Morgan April 2013 - Present
OppenheimerFunds August 2012 - March 2013
FinSharp Inc. August 2010 - August 2012
Kaizen Inc February 2004 - September 2010
Education
CFA Institute, USA 2007 — 2011
Chartered Financial Analyst, CFA, Finance
Massachusetts Institute of Technology 2002 — 2003
Graduate Level Course Work, Computer Science
Illinois Institute of Technology 2000 — 2002
MS, Computer Science
Malaviya National Institute of Technology 1995 — 1999
BE, Engineering
John Cecil's OppenheimerFunds Experience 1994 - 1999
Job VP Hosting and Cloud Solutions
Industry Information Technology and Services
Experience
Lightstream January 2014 - Present
Savvis Communications February 2009 - December 2013
unitrends 2007 - 2009
EMC 2005 - 2007
Hewlett-Packard 1999 - 2005
OppenheimerFunds 1994 - 1999
Skills
Cloud Computing, Sales
Education
Idaho State University 1988 — 1992
Lightstream January 2014 - Present
Savvis Communications February 2009 - December 2013
unitrends 2007 - 2009
EMC 2005 - 2007
Hewlett-Packard 1999 - 2005
OppenheimerFunds 1994 - 1999
Skills
Cloud Computing, Sales
Education
Idaho State University 1988 — 1992
Julie Radtke's OppenheimerFunds Experience 2014 - 2015
Job Operations Executive Manager
Industry Information Technology and Services
Experience
Morgan Stanley Private Wealth Management 2015 - Present
OppenheimerFunds 2014 - 2015
Oppenheimer Funds 1998 - 2015
OppenheimerFunds 2006 - 2014
OppenheimerFunds 2002 - 2006
Oppenheimerfunds, Inc. 1998 - 2002
Pershing 1997 - 1998
AIG 1996 - 1997
Scudder Stevens & Clark 1994 - 1996
JPMorgan Chase & Co. 1991 - 1994
Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services
Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems
Hofstra University
Bachelor of Business Administration, Finance and Banking
Morgan Stanley Private Wealth Management 2015 - Present
OppenheimerFunds 2014 - 2015
Oppenheimer Funds 1998 - 2015
OppenheimerFunds 2006 - 2014
OppenheimerFunds 2002 - 2006
Oppenheimerfunds, Inc. 1998 - 2002
Pershing 1997 - 1998
AIG 1996 - 1997
Scudder Stevens & Clark 1994 - 1996
JPMorgan Chase & Co. 1991 - 1994
Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services
Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems
Hofstra University
Bachelor of Business Administration, Finance and Banking
Wayne E. Perry, CIMA, CRPC's OppenheimerFunds Experience November 2004 - October 2010
Job Vice PresidentDivision Sales Director at ALPS Inc., Exclusive Distributor of CoreCommodity Management
Industry Financial Services
Experience
ALPS Inc., Exclusive Distributor of CoreCommodity Management January 2015 - Present
The Kid and The Kale April 2013 - Present
E*TRADE Financial April 2013 - January 2015
Piedmont Capital Distributors April 2012 - April 2013
OppenheimerFunds November 2004 - October 2010
JPMorgan Chase December 2003 - November 2004
Dreyfus April 2000 - December 2003
Skills
Portfolio Management, Series 6, Equities, Series 7, Securities, Financial Markets, Series 63, Wealth Management, Asset Allocation, Fixed Income, Bonds, Retirement Planning, Investment Strategies, Investment Management, Financial Services, ETFs, Separately Managed..., Relationship Management, Variable Annuities, Retirement, Financial Advisory, Hedge Funds, Asset Management, Investments, Mutual Funds, Financial Analysis, Asset, FINRA, Alternative Investments, Capital Markets, Compliance, Financial Modeling, Financial Planning, Due Diligence, Risk Management, Banking, Investment Advisory, Public Speaking, Small Business, Part Time CFO, Food Safety, Food Manufacturing, Finance, Series 65, Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and International Business
Hofstra University
BBA, Business Management
ALPS Inc., Exclusive Distributor of CoreCommodity Management January 2015 - Present
The Kid and The Kale April 2013 - Present
E*TRADE Financial April 2013 - January 2015
Piedmont Capital Distributors April 2012 - April 2013
OppenheimerFunds November 2004 - October 2010
JPMorgan Chase December 2003 - November 2004
Dreyfus April 2000 - December 2003
Skills
Portfolio Management, Series 6, Equities, Series 7, Securities, Financial Markets, Series 63, Wealth Management, Asset Allocation, Fixed Income, Bonds, Retirement Planning, Investment Strategies, Investment Management, Financial Services, ETFs, Separately Managed..., Relationship Management, Variable Annuities, Retirement, Financial Advisory, Hedge Funds, Asset Management, Investments, Mutual Funds, Financial Analysis, Asset, FINRA, Alternative Investments, Capital Markets, Compliance, Financial Modeling, Financial Planning, Due Diligence, Risk Management, Banking, Investment Advisory, Public Speaking, Small Business, Part Time CFO, Food Safety, Food Manufacturing, Finance, Series 65, Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and International Business
Hofstra University
BBA, Business Management
Brian Kiley, CIMA, CRPC's OppenheimerFunds Experience June 2000 - Present
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2000 - Present
Education
Auburn University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Hofstra University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
University of Dayton 1994 — 1995
OppenheimerFunds June 2000 - Present
Education
Auburn University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Hofstra University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
University of Dayton 1994 — 1995
Lynelle Kussie's OppenheimerFunds Experience January 2006 - Present
Job Manager Recruiting at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2006 - Present
Invesco Aim 2000 - 2005
INVESCO 2000 - 2003
Skills
Mutual Funds, Talent Acquisition, Financial Services, Onboarding, Performance Management, Recruiting, Talent Management, Coaching, Relationship Management, 401k, Process Improvement, Series 7, Human Resources, Succession Planning, Workforce Planning, Employee Engagement, Vendor Management, Temporary Placement
Education
Houston Community College
OppenheimerFunds January 2006 - Present
Invesco Aim 2000 - 2005
INVESCO 2000 - 2003
Skills
Mutual Funds, Talent Acquisition, Financial Services, Onboarding, Performance Management, Recruiting, Talent Management, Coaching, Relationship Management, 401k, Process Improvement, Series 7, Human Resources, Succession Planning, Workforce Planning, Employee Engagement, Vendor Management, Temporary Placement
Education
Houston Community College
Deepti Yenireddy's OppenheimerFunds Experience November 2011 - November 2012
Job Founder at Skedool.it
Industry Venture Capital & Private Equity
Experience
Skedool.it October 2014 - Present
USGT Investors, L.P. November 2012 - October 2014
OppenheimerFunds November 2011 - November 2012
Silver Creek Venture Partners January 2011 - July 2011
Pegasus Capital Advisors, New York June 2010 - August 2010
Shell Technology India Ltd October 2008 - June 2009
Schlumberger Asia Services Ltd June 2006 - September 2008
Skills
Venture Capital, Business Development, Due Diligence, Energy, Business Strategy, Private Equity, Project Management, Mergers & Acquisitions
Education
IIT Madras 2002 — 2006
B-Tech, Electrical Engineering
Southern Methodist University - Cox School of Business 2009 — 2011
Master, Business Administration; Finance
Skedool.it October 2014 - Present
USGT Investors, L.P. November 2012 - October 2014
OppenheimerFunds November 2011 - November 2012
Silver Creek Venture Partners January 2011 - July 2011
Pegasus Capital Advisors, New York June 2010 - August 2010
Shell Technology India Ltd October 2008 - June 2009
Schlumberger Asia Services Ltd June 2006 - September 2008
Skills
Venture Capital, Business Development, Due Diligence, Energy, Business Strategy, Private Equity, Project Management, Mergers & Acquisitions
Education
IIT Madras 2002 — 2006
B-Tech, Electrical Engineering
Southern Methodist University - Cox School of Business 2009 — 2011
Master, Business Administration; Finance
Peter Brennan's OppenheimerFunds Experience 1991 - 2000
Job Head of Distribution at Adelante Capital Management
Industry Financial Services
Experience
Adelante Capital Management April 2015 - Present
Transamerica 2008 - 2014
Evergreen Investments 2000 - 2008
OppenheimerFunds 1991 - 2000
Skills
Strategy, Business Development, Sales Management, Sales, Product Development, Alternative Investments, Mutual Funds, Marketing, Institutional Relations, Institutional Sales, Client Services, Wealth Management, Asset Managment, Consulting, Series 7, Series 24, Series 63
Education
Jones Graduate School of Business, Rice University 1978 — 1980
MBA, Accounting
Texas A&M University 1974 — 1978
BS, Industrial Distribution
Adelante Capital Management April 2015 - Present
Transamerica 2008 - 2014
Evergreen Investments 2000 - 2008
OppenheimerFunds 1991 - 2000
Skills
Strategy, Business Development, Sales Management, Sales, Product Development, Alternative Investments, Mutual Funds, Marketing, Institutional Relations, Institutional Sales, Client Services, Wealth Management, Asset Managment, Consulting, Series 7, Series 24, Series 63
Education
Jones Graduate School of Business, Rice University 1978 — 1980
MBA, Accounting
Texas A&M University 1974 — 1978
BS, Industrial Distribution
Laura Lawson, CFA's OppenheimerFunds Experience September 2013 - Present
Job Senior Client Portfolio Manager Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds September 2013 - Present
Brandywine Global April 2012 - September 2013
UBS Global Asset Management April 2007 - April 2012
Northern Trust 2000 - 2007
Skills
Risk Management, Asset Management, Investments, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Fixed Income, Asset Managment, Investment Strategies, Institutional..., Marketing Strategy, Investor Relations
Education
Indiana University - Kelley School of Business 1995 — 2000
BA
Indiana University Bloomington 1995 — 1999
OppenheimerFunds September 2013 - Present
Brandywine Global April 2012 - September 2013
UBS Global Asset Management April 2007 - April 2012
Northern Trust 2000 - 2007
Skills
Risk Management, Asset Management, Investments, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Fixed Income, Asset Managment, Investment Strategies, Institutional..., Marketing Strategy, Investor Relations
Education
Indiana University - Kelley School of Business 1995 — 2000
BA
Indiana University Bloomington 1995 — 1999
Steven Manns's OppenheimerFunds Experience January 1998 - Present
Job VP, Suburban Chicago at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 1998 - Present
G T Global June 1994 - June 1998
Franklin Templeton Investments June 1992 - May 1994
Skills
CRPC, Organizing, Investments
Education
Indiana University Bloomington 1977 — 1981
BS - School of Business, Accounting
OppenheimerFunds January 1998 - Present
G T Global June 1994 - June 1998
Franklin Templeton Investments June 1992 - May 1994
Skills
CRPC, Organizing, Investments
Education
Indiana University Bloomington 1977 — 1981
BS - School of Business, Accounting
Siddharth Ramesh's OppenheimerFunds Experience June 2011 - December 2011
Job Associate at AJO
Industry Financial Services
Experience
AJO August 2014 - Present
Clarity Solutions Group January 2012 - August 2014
OppenheimerFunds June 2011 - December 2011
Yahoo! Software Development India Pvt. Ltd May 2009 - July 2009
Infotech Enterprises Private Ltd May 2008 - July 2008
Skills
Quantitative Finance, C, Quantitative Analytics, Matlab, Python, JavaScript, C++, SQLite, Fixed Income, Statistical Modeling, Financial Modeling, Financial Markets, Ext JS, Amazon Web Services..., Algorithms, Operating Systems, Data Structures, Web Development, Databases, SQL
Education
COLUMBIA UNIVERSITY 2010 — 2011
MS, Financial Engineering
Indian Institute of Technology, Madras 2006 — 2010
Bachelor of Technology, Computer Science and Engineering
AJO August 2014 - Present
Clarity Solutions Group January 2012 - August 2014
OppenheimerFunds June 2011 - December 2011
Yahoo! Software Development India Pvt. Ltd May 2009 - July 2009
Infotech Enterprises Private Ltd May 2008 - July 2008
Skills
Quantitative Finance, C, Quantitative Analytics, Matlab, Python, JavaScript, C++, SQLite, Fixed Income, Statistical Modeling, Financial Modeling, Financial Markets, Ext JS, Amazon Web Services..., Algorithms, Operating Systems, Data Structures, Web Development, Databases, SQL
Education
COLUMBIA UNIVERSITY 2010 — 2011
MS, Financial Engineering
Indian Institute of Technology, Madras 2006 — 2010
Bachelor of Technology, Computer Science and Engineering
Nicholas Storace's OppenheimerFunds Experience May 2005 - December 2010
Job Product Software Engineer
Industry Consumer Electronics
Experience
Canon U.S.A January 2011 - Present
OppenheimerFunds May 2005 - December 2010
Montefiore Medical Center 2004 - 2006
Skills
CompTIA, Technical Support, Windows 7, CCNA, Active Directory, Switches, Help Desk Support
Education
Hofstra University 2001 — 2004
BAA, Network Management
Canon U.S.A January 2011 - Present
OppenheimerFunds May 2005 - December 2010
Montefiore Medical Center 2004 - 2006
Skills
CompTIA, Technical Support, Windows 7, CCNA, Active Directory, Switches, Help Desk Support
Education
Hofstra University 2001 — 2004
BAA, Network Management
Carmine Cozelino's OppenheimerFunds Experience December 2005 - December 2006
Job Vice President – Sales and Marketing at SQN Securities, LLC
Industry Financial Services
Experience
SQN Investment Group August 2014 - Present
ICON Investments December 2008 - May 2014
AllianceBernstein December 2006 - November 2008
OppenheimerFunds December 2005 - December 2006
JP Morgan Chase January 2002 - December 2005
Joseph Gunnar and Co, LLC June 2000 - January 2002
Skills
Outlook, PowerPoint, Microsoft Excel, Asset Management, Presentation Training, Sales Training, Alternative Investments, General Securities..., Sales Management, Marketing, Securities, Finance, CRM, Financial Planning, Financial Advisory, Financial Services, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Series 7
Education
Hofstra University 1997 — 1999
Batchelors of Arts, Political Science, minor in International Affairs
Nassau Community College 1994 — 1997
A.A., Liberal Arts
St Mary's High School 1990 — 1994
SQN Investment Group August 2014 - Present
ICON Investments December 2008 - May 2014
AllianceBernstein December 2006 - November 2008
OppenheimerFunds December 2005 - December 2006
JP Morgan Chase January 2002 - December 2005
Joseph Gunnar and Co, LLC June 2000 - January 2002
Skills
Outlook, PowerPoint, Microsoft Excel, Asset Management, Presentation Training, Sales Training, Alternative Investments, General Securities..., Sales Management, Marketing, Securities, Finance, CRM, Financial Planning, Financial Advisory, Financial Services, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Series 7
Education
Hofstra University 1997 — 1999
Batchelors of Arts, Political Science, minor in International Affairs
Nassau Community College 1994 — 1997
A.A., Liberal Arts
St Mary's High School 1990 — 1994
Tim Knapp's OppenheimerFunds Experience 1997 - 2005
Job Sr. IT Security Analyst at DaVita
Industry Information Technology and Services
Experience
DaVita October 2014 - Present
North American Bancard December 2013 - October 2014
ARCADIS April 2013 - December 2013
Ventyx November 2012 - April 2013
CoBank June 2006 - November 2012
Aurora Loan Services 2005 - 2006
OppenheimerFunds 1997 - 2005
Intelligent Electronics 1996 - 1997
Skills
CISSP, Data Center, Network Administration, Network Security, Security, Cisco Technologies, F5 BigIP, Netscaler, Brocade, Checkpoint, Disaster Recovery, Vendor Management, VMware, VPN, Firewalls, Citrix, Virtualization, SAN, VMware ESX, Servers, DNS, Business Continuity, Windows Server, Active Directory, Microsoft Exchange, Storage Area Networks, TCP/IP, Network Architecture, WAN, Computer Security, Cisco IOS, Group Policy, DHCP, Networking, Software Documentation, Checkpoint Security
Education
Southern Illinois University, Carbondale 1990 — 1991
Illinois Central College 1988 — 1990
Associates, Communications
CISSP boot camp
DaVita October 2014 - Present
North American Bancard December 2013 - October 2014
ARCADIS April 2013 - December 2013
Ventyx November 2012 - April 2013
CoBank June 2006 - November 2012
Aurora Loan Services 2005 - 2006
OppenheimerFunds 1997 - 2005
Intelligent Electronics 1996 - 1997
Skills
CISSP, Data Center, Network Administration, Network Security, Security, Cisco Technologies, F5 BigIP, Netscaler, Brocade, Checkpoint, Disaster Recovery, Vendor Management, VMware, VPN, Firewalls, Citrix, Virtualization, SAN, VMware ESX, Servers, DNS, Business Continuity, Windows Server, Active Directory, Microsoft Exchange, Storage Area Networks, TCP/IP, Network Architecture, WAN, Computer Security, Cisco IOS, Group Policy, DHCP, Networking, Software Documentation, Checkpoint Security
Education
Southern Illinois University, Carbondale 1990 — 1991
Illinois Central College 1988 — 1990
Associates, Communications
CISSP boot camp
Sheldon Walker, MBA's OppenheimerFunds Experience November 2000 - March 2009
Job Registered Representative at John Hancock Financial Network
Industry Financial Services
Experience
OppenheimerFunds November 2000 - March 2009
Waddell & Reed Financial Services May 1999 - November 2000
Key Investment Services March 1995 - May 1999
Skills
Strategic Financial..., Portfolio Management
Education
Ithaca College
Bachelor of Science, Economics - Management
Salem International University
Masters of Business Administration (MBA), International Business
OppenheimerFunds November 2000 - March 2009
Waddell & Reed Financial Services May 1999 - November 2000
Key Investment Services March 1995 - May 1999
Skills
Strategic Financial..., Portfolio Management
Education
Ithaca College
Bachelor of Science, Economics - Management
Salem International University
Masters of Business Administration (MBA), International Business
Julie Wimer's OppenheimerFunds Experience July 2006 - January 2012
Job Vice President/Director, Defined Contribution Business Development at AllianceBernstein
Industry Financial Services
Experience
AB February 2012 - Present
OppenheimerFunds July 2006 - January 2012
OppenheimerFunds March 2003 - July 2006
OppenheimerFunds March 2001 - March 2003
Prudential Financial July 1999 - March 2001
Prudential Financial July 1997 - July 1999
Skills
FINRA Series 6, Product Development and..., 401k, Defined..., Strategic Planning
Education
Ithaca College 1993 — 1997
BS, Business Management
AB February 2012 - Present
OppenheimerFunds July 2006 - January 2012
OppenheimerFunds March 2003 - July 2006
OppenheimerFunds March 2001 - March 2003
Prudential Financial July 1999 - March 2001
Prudential Financial July 1997 - July 1999
Skills
FINRA Series 6, Product Development and..., 401k, Defined..., Strategic Planning
Education
Ithaca College 1993 — 1997
BS, Business Management
Daniel Krause's OppenheimerFunds Experience April 1997 - June 1999
Job Counterpoint Mutual Funds, LLC
Industry Financial Services
Experience
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Eimen Kevin's OppenheimerFunds Experience April 1997 - Present
Job Senior Programmer Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 1997 - Present
Skills
Business Analysis, SQL, Software Project..., PL/SQL, Oracle, Databases, Software Development, Java, Salesforce.com, PowerBuilder
Education
Illinois State University
Computer Science
OppenheimerFunds April 1997 - Present
Skills
Business Analysis, SQL, Software Project..., PL/SQL, Oracle, Databases, Software Development, Java, Salesforce.com, PowerBuilder
Education
Illinois State University
Computer Science
David Negri's OppenheimerFunds Experience 1989 - 2003
Job Director of Credit Research at Capstan Capital Management
Industry Investment Management
Experience
Capstan Capital Management September 2011 - April 2013
Schram Capital Management May 2003 - August 2008
OppenheimerFunds 1989 - 2003
Skills
High Yield/High Grade..., Fundamental Analysis, Portfolio Management, Hedge Funds, Mutual Funds
Education
Wharton Business School 1983 — 1985
MBA, Finance
Harvard University 1976 — 1980
Ph.D., Organic Chemistry
Lafayette College 1972 — 1976
Bachelor of Arts (B.A.), Chemistry
Capstan Capital Management September 2011 - April 2013
Schram Capital Management May 2003 - August 2008
OppenheimerFunds 1989 - 2003
Skills
High Yield/High Grade..., Fundamental Analysis, Portfolio Management, Hedge Funds, Mutual Funds
Education
Wharton Business School 1983 — 1985
MBA, Finance
Harvard University 1976 — 1980
Ph.D., Organic Chemistry
Lafayette College 1972 — 1976
Bachelor of Arts (B.A.), Chemistry
Keith Tucker's OppenheimerFunds Experience October 2008 - May 2012
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2012 - Present
OppenheimerFunds October 2008 - May 2012
OppenheimerFunds March 2006 - October 2008
OppenheimerFunds December 2000 - February 2006
New York Life Insurance Company March 1999 - December 2000
New York Life Insurance Company October 1994 - February 1999
Skills
Mutual Funds, Retail, Equities, Promotions, Pricing, Product Management, Marketing Strategy, Market Planning, Marketing Management, Market Analysis
Education
Hofstra University 1999 — 2003
MBA, Marketing
University of Scranton 1990 — 1994
B.A., History, Business
Goldman Sachs May 2012 - Present
OppenheimerFunds October 2008 - May 2012
OppenheimerFunds March 2006 - October 2008
OppenheimerFunds December 2000 - February 2006
New York Life Insurance Company March 1999 - December 2000
New York Life Insurance Company October 1994 - February 1999
Skills
Mutual Funds, Retail, Equities, Promotions, Pricing, Product Management, Marketing Strategy, Market Planning, Marketing Management, Market Analysis
Education
Hofstra University 1999 — 2003
MBA, Marketing
University of Scranton 1990 — 1994
B.A., History, Business
Melissa MacUmber's OppenheimerFunds Experience February 2014 - Present
Job Senior Corporate Accountant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2014 - Present
OppenheimerFunds August 2011 - January 2014
ALPS Fund Services, Inc. August 2010 - August 2011
ALPS Fund Services, Inc. June 2008 - August 2010
Skills
Bloomberg, Fund Accounting, Financial Reporting, Mutual Funds, Microsoft Excel, Accounting, Financial Analysis, General Ledger
Education
Johnson & Wales University 2005 — 2008
Accounting, Business Administration
OppenheimerFunds February 2014 - Present
OppenheimerFunds August 2011 - January 2014
ALPS Fund Services, Inc. August 2010 - August 2011
ALPS Fund Services, Inc. June 2008 - August 2010
Skills
Bloomberg, Fund Accounting, Financial Reporting, Mutual Funds, Microsoft Excel, Accounting, Financial Analysis, General Ledger
Education
Johnson & Wales University 2005 — 2008
Accounting, Business Administration
Emmanuel Ferreira's OppenheimerFunds Experience January 2003 - November 2011
Job Founder and CEO at Convector Capital Management LLC
Industry Investment Management
Experience
Convector Capital Management LP November 2011 - Present
OppenheimerFunds January 2003 - November 2011
Lashire Investments Ltd. July 1999 - December 2002
Mark Asset Management Corp. July 1997 - June 1999
Coopers & Lybrand March 1993 - December 1995
Skills
Alternative Investments, Asset Management, Investments, Portfolio Management, Hedge Funds, Value Investing, Investment Strategies, Asset Allocation, Mutual Funds, Investment Management, Investor Relations, Private Equity, Bloomberg, Equities, Equity Research, Financial Modeling, Fixed Income, Securities
Education
Harvard Business School 1995 — 1997
MBA
Schiller International University
BBA, Finance, Economics, Philosophy
Convector Capital Management LP November 2011 - Present
OppenheimerFunds January 2003 - November 2011
Lashire Investments Ltd. July 1999 - December 2002
Mark Asset Management Corp. July 1997 - June 1999
Coopers & Lybrand March 1993 - December 1995
Skills
Alternative Investments, Asset Management, Investments, Portfolio Management, Hedge Funds, Value Investing, Investment Strategies, Asset Allocation, Mutual Funds, Investment Management, Investor Relations, Private Equity, Bloomberg, Equities, Equity Research, Financial Modeling, Fixed Income, Securities
Education
Harvard Business School 1995 — 1997
MBA
Schiller International University
BBA, Finance, Economics, Philosophy
Matthew Potts's OppenheimerFunds Experience July 2012 - September 2014
Job FX Trader at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management September 2014 - Present
OppenheimerFunds July 2012 - September 2014
Simpson Capital April 2010 - July 2012
Skills
Alternative Investments, Bloomberg, Derivatives, Equities, Equity Trading, FX Options, Fixed Income, Hedging, Investments, Options, Options Strategies, Portfolio Management, Trading, Series 7, Proprietary Trading, Trading Systems, Electronic Trading, Asset Management
Education
James Madison University
Lazard Asset Management September 2014 - Present
OppenheimerFunds July 2012 - September 2014
Simpson Capital April 2010 - July 2012
Skills
Alternative Investments, Bloomberg, Derivatives, Equities, Equity Trading, FX Options, Fixed Income, Hedging, Investments, Options, Options Strategies, Portfolio Management, Trading, Series 7, Proprietary Trading, Trading Systems, Electronic Trading, Asset Management
Education
James Madison University
Alexander Reifert's OppenheimerFunds Experience August 2014 - Present
Job Release & Change Management (RCM) Tech Engineer at Oppenheimer Funds, Inc.
Industry Computer Software
Experience
OppenheimerFunds August 2014 - Present
Raytheon August 2012 - August 2014
DISTek Integration October 2010 - January 2013
Iowa State University September 2009 - May 2010
Carver Pump Company March 2006 - May 2010
Skills
Embedded Software, Software Development, Software Configuration..., Jenkins, Process Automation, Perl, Embedded C, ClearCase, Hudson, Embedded Systems, Software Engineering, Automation, C, Electrical Engineering, OLE Automation, Programming, Technical Documentation, Tortoise SVN, Altium, Visual Studio, Code Review, CoCo, Hands-on Training, Technical Support, Help Desk Support, ClearQuest, Shell Scripting, Windows Batch, XML, Build Automation, Simulink, Matlab, Python, Groovy, Java, Linux, Chef, JavaScript, HTML5, jQuery, jQuery UI
Education
Iowa State University 2007 — 2010
BS, Electrical Engineering
Muscatine Community College 2005 — 2007
Engineering
OppenheimerFunds August 2014 - Present
Raytheon August 2012 - August 2014
DISTek Integration October 2010 - January 2013
Iowa State University September 2009 - May 2010
Carver Pump Company March 2006 - May 2010
Skills
Embedded Software, Software Development, Software Configuration..., Jenkins, Process Automation, Perl, Embedded C, ClearCase, Hudson, Embedded Systems, Software Engineering, Automation, C, Electrical Engineering, OLE Automation, Programming, Technical Documentation, Tortoise SVN, Altium, Visual Studio, Code Review, CoCo, Hands-on Training, Technical Support, Help Desk Support, ClearQuest, Shell Scripting, Windows Batch, XML, Build Automation, Simulink, Matlab, Python, Groovy, Java, Linux, Chef, JavaScript, HTML5, jQuery, jQuery UI
Education
Iowa State University 2007 — 2010
BS, Electrical Engineering
Muscatine Community College 2005 — 2007
Engineering
Hunter Dulin's OppenheimerFunds Experience October 2012 - December 2013
Job Commodity Trader at Eldorado Trading Group Colorado
Industry Financial Services
Experience
Eldorado Trading Group Colorado January 2014 - Present
OppenheimerFunds October 2012 - December 2013
Auscott Limited November 2011 - May 2012
Panagiotu Pension Advisors, Inc. February 2011 - April 2011
Doculabs May 2008 - July 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Research, Data Analysis, Investments, Financial Analysis, Business, Economics, Business Economics, Personal Finance, Financial Accounting, Financial Markets, Macroeconomics, Economic Research, International Economics
Education
University of Puget Sound 2007 — 2011
BA, Economics and Business
Hobart and William Smith Colleges 2007 — 2008
Economics and Business
Fountain Valley School of Colorado
Eldorado Trading Group Colorado January 2014 - Present
OppenheimerFunds October 2012 - December 2013
Auscott Limited November 2011 - May 2012
Panagiotu Pension Advisors, Inc. February 2011 - April 2011
Doculabs May 2008 - July 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Research, Data Analysis, Investments, Financial Analysis, Business, Economics, Business Economics, Personal Finance, Financial Accounting, Financial Markets, Macroeconomics, Economic Research, International Economics
Education
University of Puget Sound 2007 — 2011
BA, Economics and Business
Hobart and William Smith Colleges 2007 — 2008
Economics and Business
Fountain Valley School of Colorado
Jennifer Clendenin lee's OppenheimerFunds Experience August 2000 - October 2003
Job Executive Assistant at TD
Industry Financial Services
Experience
Financial Services May 2014 - Present
TD May 2007 - Present
E&Y February 2004 - April 2007
OppenheimerFunds August 2000 - October 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Outlook, Lotus Notes, Visio, PowerPoint, Organization, Calendaring, Meeting Planning, Travel Management
Education
Hofstra University
Business Administration and Management, General
Johnson and Wales University
Culinary/Pastry Arts
Financial Services May 2014 - Present
TD May 2007 - Present
E&Y February 2004 - April 2007
OppenheimerFunds August 2000 - October 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Outlook, Lotus Notes, Visio, PowerPoint, Organization, Calendaring, Meeting Planning, Travel Management
Education
Hofstra University
Business Administration and Management, General
Johnson and Wales University
Culinary/Pastry Arts
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY