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
Jyoti Bhardwaj Jyoti Bhardwaj's OppenheimerFunds Experience September 2007 - May 2011
Job Payment Platforms | CapitalOne Financial
Industry Financial Services
Experience
Capital One March 2013 - Present
Cognizant Technology Solutions June 2011 - March 2013
OppenheimerFunds September 2007 - May 2011
Morgan Stanley June 2005 - March 2007
Software Engineer June 2003 - June 2005
Skills
Quality Assurance, Program Management, Software Project..., Agile Methodologies, Process Improvement, IT Leadership, Onsite-Offshore..., IT Strategy, Scrum, Business Analysis, Solution Architecture, Requirements Analysis
Education
CC Pace 2014 — 2014
Certified Scrum Master, Agile
New York Institute of Finance
Credit Risk Management, Credit Risk
New York University - Leonard N. Stern School of Business 2009 — 2009
Executive Education, Management
FINRA / NASAA 2008 — 2008
Series 63 Securities Agent, Uniform Securities Agent State Law Exam
Kurukshetra University
Bachelors of Engineering, Computer Science Engineering
Capital One March 2013 - Present
Cognizant Technology Solutions June 2011 - March 2013
OppenheimerFunds September 2007 - May 2011
Morgan Stanley June 2005 - March 2007
Software Engineer June 2003 - June 2005
Skills
Quality Assurance, Program Management, Software Project..., Agile Methodologies, Process Improvement, IT Leadership, Onsite-Offshore..., IT Strategy, Scrum, Business Analysis, Solution Architecture, Requirements Analysis
Education
CC Pace 2014 — 2014
Certified Scrum Master, Agile
New York Institute of Finance
Credit Risk Management, Credit Risk
New York University - Leonard N. Stern School of Business 2009 — 2009
Executive Education, Management
FINRA / NASAA 2008 — 2008
Series 63 Securities Agent, Uniform Securities Agent State Law Exam
Kurukshetra University
Bachelors of Engineering, Computer Science Engineering
Cheryl Pipia Cheryl Pipia's OppenheimerFunds Experience January 2011 - May 2014
Job Head of Client Engagement & Business Development
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
City Chik on a Mission, 501 c3 January 2014 - Present
OppenheimerFunds January 2011 - May 2014
Legg Mason July 2002 - December 2010
Citigroup Asset Management 2002 - 2005
Skills
Strategic Planning, Business Development, Business Planning, Operational Excellence, Asset Management, Leadership, Mutual Funds, Series 7, Asset Managment, Non-profit Leadership, Marketing Strategy, Alternative Investments, Series 63, Retirement, Investments, Hedge Funds, Client Relations Skills, Superior Client Service, Separately Managed..., Team Leadership, Cross-functional Team..., Non-profit Volunteering, Philanthropy
Education
Lynchburg College 1992 — 1996
BA, Art History
BNY Mellon June 2014 - Present
City Chik on a Mission, 501 c3 January 2014 - Present
OppenheimerFunds January 2011 - May 2014
Legg Mason July 2002 - December 2010
Citigroup Asset Management 2002 - 2005
Skills
Strategic Planning, Business Development, Business Planning, Operational Excellence, Asset Management, Leadership, Mutual Funds, Series 7, Asset Managment, Non-profit Leadership, Marketing Strategy, Alternative Investments, Series 63, Retirement, Investments, Hedge Funds, Client Relations Skills, Superior Client Service, Separately Managed..., Team Leadership, Cross-functional Team..., Non-profit Volunteering, Philanthropy
Education
Lynchburg College 1992 — 1996
BA, Art History
Karen Perry, MBA's OppenheimerFunds Experience September 2007 - February 2014
Job Pharmaceutical Sales Representative at Everett Laboratories, Inc
Industry Financial Services
Experience
Everett Laboratories, Inc February 2014 - Present
OppenheimerFunds September 2007 - February 2014
Kays Meticulous Cleaning Service January 2008 - June 2013
Group Health Insurance 2004 - 2007
Skills
Strategic Planning, Microsoft Office, Microsoft Excel, Relationship Management, Vendor Management, Marketing Strategy, Investments, Market Research, PowerPoint, Business Analysis, Project Management, Outlook, Leadership, Salesforce.com, Process Improvement, Marketing, Customer Service, Training, Data Analysis, Budgets, Recruiting, New Business Development, Risk Management, Analysis, Team Building, Analytics, Strategy, Management, Program Management, Banking, Business Development, CRM, Team Leadership, Account Management, Contract Negotiation, Financial Services, Business Strategy, Sales, Competitive Analysis, Financial Analysis, Business Planning, Performance Management, Entrepreneurship, Cross-functional Team..., Change Management, Human Resources, Business Process..., Insurance, Executive Management, Portfolio Management
Education
Mercy College 2010 — 2013
MBA, Marketing and International Business, 3.76
SUNY New Paltz 2000 — 2004
Bachelor of Science, Cellular/Molecular Biology
Everett Laboratories, Inc February 2014 - Present
OppenheimerFunds September 2007 - February 2014
Kays Meticulous Cleaning Service January 2008 - June 2013
Group Health Insurance 2004 - 2007
Skills
Strategic Planning, Microsoft Office, Microsoft Excel, Relationship Management, Vendor Management, Marketing Strategy, Investments, Market Research, PowerPoint, Business Analysis, Project Management, Outlook, Leadership, Salesforce.com, Process Improvement, Marketing, Customer Service, Training, Data Analysis, Budgets, Recruiting, New Business Development, Risk Management, Analysis, Team Building, Analytics, Strategy, Management, Program Management, Banking, Business Development, CRM, Team Leadership, Account Management, Contract Negotiation, Financial Services, Business Strategy, Sales, Competitive Analysis, Financial Analysis, Business Planning, Performance Management, Entrepreneurship, Cross-functional Team..., Change Management, Human Resources, Business Process..., Insurance, Executive Management, Portfolio Management
Education
Mercy College 2010 — 2013
MBA, Marketing and International Business, 3.76
SUNY New Paltz 2000 — 2004
Bachelor of Science, Cellular/Molecular Biology
Laura Mill Laura Mill's OppenheimerFunds Experience August 1997 - July 1999
Job Paraprofessional at T.R. Paul Academy
Industry Primary/Secondary Education
Experience
T.R. Paul Academy Help with letter and simple word recognition, some basic math. Art projects for enrichment, and monitoring creative playInternal Sales RepTransamericaFebruary 2000 - November 2009
OppenheimerFunds August 1997 - July 1999
Skills
Finding the answers to...
Education
Metropolitan State University of Denver 2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Human Development and Family Studies, General
T.R. Paul Academy Help with letter and simple word recognition, some basic math. Art projects for enrichment, and monitoring creative playInternal Sales RepTransamericaFebruary 2000 - November 2009
OppenheimerFunds August 1997 - July 1999
Skills
Finding the answers to...
Education
Metropolitan State University of Denver 2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Human Development and Family Studies, General
Larry Doan's OppenheimerFunds Experience March 2010 - Present
Job Operation Support Specialist at OpperheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds March 2010 - Present
The Denver Post January 1996 - Present
First Data Corporation October 1999 - December 2009
CSG Systems September 1999 - May 2001
Metropolitan State University of Denver August 1997 - August 1999
Skills
Software Documentation, Strategic Planning, Vendor Management, Team Leadership, Program Management, Access, Unix, Servers, Databases
Education
Metropolitan State College of Denver 1996 — 1999
Graduated with a B.S, Computer Information Systems
Red Rocks Community College 1994 — 1996
Transferred, Computer Information Systems
OppenheimerFunds March 2010 - Present
The Denver Post January 1996 - Present
First Data Corporation October 1999 - December 2009
CSG Systems September 1999 - May 2001
Metropolitan State University of Denver August 1997 - August 1999
Skills
Software Documentation, Strategic Planning, Vendor Management, Team Leadership, Program Management, Access, Unix, Servers, Databases
Education
Metropolitan State College of Denver 1996 — 1999
Graduated with a B.S, Computer Information Systems
Red Rocks Community College 1994 — 1996
Transferred, Computer Information Systems
Jason Haug Jason Haug's OppenheimerFunds Experience September 2007 - March 2010
Job Senior Account Executive at Bradsby Group
Industry Staffing and Recruiting
Experience
Bradsby Group November 2014 - Present
Arrow Stage Lines May 2010 - November 2014
OppenheimerFunds September 2007 - March 2010
CJ's Frozen Custard May 1999 - September 2007
Skills
Team Building, Microsoft Excel, Team Leadership, Customer Service, Microsoft Office, Call Centers, Microsoft Word, Leadership, Temporary Placement, Consulting, Sales, Management, Contract Negotiation, Vendor Management, Process Improvement, Recruiting, Networking, Sales Management
Education
Metropolitan State College of Denver 2003 — 2007
Bachelor's of Science, Business Administration and Management, General
Highlands Ranch High School
Bradsby Group November 2014 - Present
Arrow Stage Lines May 2010 - November 2014
OppenheimerFunds September 2007 - March 2010
CJ's Frozen Custard May 1999 - September 2007
Skills
Team Building, Microsoft Excel, Team Leadership, Customer Service, Microsoft Office, Call Centers, Microsoft Word, Leadership, Temporary Placement, Consulting, Sales, Management, Contract Negotiation, Vendor Management, Process Improvement, Recruiting, Networking, Sales Management
Education
Metropolitan State College of Denver 2003 — 2007
Bachelor's of Science, Business Administration and Management, General
Highlands Ranch High School
Jennifer Meunier Jennifer Meunier's OppenheimerFunds Experience 1994 - 2000
Job Public Relations & Social Media at Wilkinson Visual
Industry Public Relations and Communications
Experience
Wilkinson Visual August 2015 - Present
Osprey Packs, Inc. September 2013 - August 2015
Ann Arbor District Library January 2003 - September 2013
Eddie Bauer April 2010 - August 2013
UniPath LLC 2001 - 2002
CECOR Staffing Inc. 2000 - 2001
OppenheimerFunds 1994 - 2000
Skills
Customer Service, Microsoft Office, Benefits Administration, Social Networking, Talent Acquisition, Social Media, Public Speaking, Event Planning, Talent Management, PowerPoint, Non-profits, Microsoft Excel, Community Outreach, Process Improvement, Management, Recruiting, Interviews, Onboarding, Human Resources, Leadership, New Hire Orientations, Training, Program Management
Education
Metropolitan State College of Denver 1995 — 1996
Northern Michigan University 1992 — 1993
Dexter High School
Wilkinson Visual August 2015 - Present
Osprey Packs, Inc. September 2013 - August 2015
Ann Arbor District Library January 2003 - September 2013
Eddie Bauer April 2010 - August 2013
UniPath LLC 2001 - 2002
CECOR Staffing Inc. 2000 - 2001
OppenheimerFunds 1994 - 2000
Skills
Customer Service, Microsoft Office, Benefits Administration, Social Networking, Talent Acquisition, Social Media, Public Speaking, Event Planning, Talent Management, PowerPoint, Non-profits, Microsoft Excel, Community Outreach, Process Improvement, Management, Recruiting, Interviews, Onboarding, Human Resources, Leadership, New Hire Orientations, Training, Program Management
Education
Metropolitan State College of Denver 1995 — 1996
Northern Michigan University 1992 — 1993
Dexter High School
Dawn Shull's OppenheimerFunds Experience October 1992 - November 2011
Job Software Engineer
Industry Information Services
Experience
Visa March 2013 - Present
OppenheimerFunds October 1992 - November 2011
May D&F Department Stores January 1982 - October 1992
Skills
COBOL, IBM Mainframe, Technical Leadership, Easytrieve, Mutual Funds, Requirements Gathering, Systems Analysis, Software Design, Unit Testing, Software Implementation, Retail, Tandem, TSO, JCL, Syncsort, Fileaid, Endevor, VSAM, Application Development, Mainframe, Endeavor, SDLC, Vendor Management, Software Development, Visio, Software Documentation, Agile Methodologies, Unix, Waterfall
Education
Metropolitan State College of Denver
Visa March 2013 - Present
OppenheimerFunds October 1992 - November 2011
May D&F Department Stores January 1982 - October 1992
Skills
COBOL, IBM Mainframe, Technical Leadership, Easytrieve, Mutual Funds, Requirements Gathering, Systems Analysis, Software Design, Unit Testing, Software Implementation, Retail, Tandem, TSO, JCL, Syncsort, Fileaid, Endevor, VSAM, Application Development, Mainframe, Endeavor, SDLC, Vendor Management, Software Development, Visio, Software Documentation, Agile Methodologies, Unix, Waterfall
Education
Metropolitan State College of Denver
Jonathan Fischer Jonathan Fischer's OppenheimerFunds Experience 2011 - Present
Job Assistant Vice President at Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds 2011 - Present
Curian Capital 2007 - 2010
Robert W. Baird & Co. 2001 - 2005
Pogo Wireless 1999 - 2001
Merrill Lynch 1999 - 2001
Skills
Investments, Relationship Management, Leadership, Contact Centers, Financial Services, Mutual Funds, Wealth Management, Workforce Management, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Series 7, Salesforce.com, Asset Managment, Securities, Investment Advisory, 401k, Alternative Investments, Equities, Strategic Financial..., Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Insurance, Financial Analysis, Management, Strategy, Finance, Risk Management, Sales, Fixed Income, Series 6, Process Improvement, Investment Management, Capital Markets, Financial Modeling, Strategic Planning, FINRA, Vendor Management
Education
Marquette University 1997 — 2000
Finance, Finance, Economics, Business Management
Purdue University 1996 — 1997
Studied Environmental Engineering, Environmental Sciences, Business Management
OppenheimerFunds 2011 - Present
Curian Capital 2007 - 2010
Robert W. Baird & Co. 2001 - 2005
Pogo Wireless 1999 - 2001
Merrill Lynch 1999 - 2001
Skills
Investments, Relationship Management, Leadership, Contact Centers, Financial Services, Mutual Funds, Wealth Management, Workforce Management, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Series 7, Salesforce.com, Asset Managment, Securities, Investment Advisory, 401k, Alternative Investments, Equities, Strategic Financial..., Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Insurance, Financial Analysis, Management, Strategy, Finance, Risk Management, Sales, Fixed Income, Series 6, Process Improvement, Investment Management, Capital Markets, Financial Modeling, Strategic Planning, FINRA, Vendor Management
Education
Marquette University 1997 — 2000
Finance, Finance, Economics, Business Management
Purdue University 1996 — 1997
Studied Environmental Engineering, Environmental Sciences, Business Management
Max Flores's OppenheimerFunds Experience March 2008 - April 2009
Job Financial Professional
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab November 2013 - Present
Waste Management April 2011 - November 2013
Great-West Financial November 2010 - April 2011
Citi April 2009 - November 2010
OppenheimerFunds March 2008 - April 2009
Skills
Recycling, Waste Management, Waste, Account Management, Sales Management, Customer Service, Salesforce.com, Microsoft Excel, Microsoft Office, B2B, Financial Analysis, Market Research, Contract Negotiation, Forecasting, Cold Calling, Finance, Accounts Receivable, Insurance, Risk Management, Sales Process, Sales, Banking, Investments, Cash Management, Mutual Funds, Securities, Series 7, Call Centers, Financial Services, Investment Strategies, 401k, Trading, Equities, Series 63, Bonds, Portfolio Management
Education
Metropolitan State University of Denver
Finance
Charles Schwab April 2015 - Present
Charles Schwab November 2013 - Present
Waste Management April 2011 - November 2013
Great-West Financial November 2010 - April 2011
Citi April 2009 - November 2010
OppenheimerFunds March 2008 - April 2009
Skills
Recycling, Waste Management, Waste, Account Management, Sales Management, Customer Service, Salesforce.com, Microsoft Excel, Microsoft Office, B2B, Financial Analysis, Market Research, Contract Negotiation, Forecasting, Cold Calling, Finance, Accounts Receivable, Insurance, Risk Management, Sales Process, Sales, Banking, Investments, Cash Management, Mutual Funds, Securities, Series 7, Call Centers, Financial Services, Investment Strategies, 401k, Trading, Equities, Series 63, Bonds, Portfolio Management
Education
Metropolitan State University of Denver
Finance
Stephanie Sypher Stephanie Sypher's OppenheimerFunds Experience May 2015 - Present
Job HR Service Rep Leave of Absence Admin at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2015 - Present
OppenheimerFunds 2010 - May 2015
OppenheimerFunds June 2012 - August 2012
OppenheimerFunds May 2011 - October 2011
OppenheimerFunds 2008 - 2010
OppenheimerFunds 2004 - 2008
OppenheimerFunds 2000 - 2004
FirstBank 1999 - 2000
Skills
Mutual Funds, Series 6, Financial Services, Investments, 401k, Risk Management, IRAs, Financial Risk, FINRA, Management, Analysis, Auditing, Leadership, Internal Audit
Education
FINRA
FINRA Series 6 License
Metropolitan State University of Denver
Bachelor of Science in Business Management
OppenheimerFunds May 2015 - Present
OppenheimerFunds 2010 - May 2015
OppenheimerFunds June 2012 - August 2012
OppenheimerFunds May 2011 - October 2011
OppenheimerFunds 2008 - 2010
OppenheimerFunds 2004 - 2008
OppenheimerFunds 2000 - 2004
FirstBank 1999 - 2000
Skills
Mutual Funds, Series 6, Financial Services, Investments, 401k, Risk Management, IRAs, Financial Risk, FINRA, Management, Analysis, Auditing, Leadership, Internal Audit
Education
FINRA
FINRA Series 6 License
Metropolitan State University of Denver
Bachelor of Science in Business Management
Marlo Stephens Baumruk Marlo Stephens Baumruk's OppenheimerFunds Experience August 1997 - December 1998
Job Paraprofessional Instructional Aide and Freelance photographer/artist
Industry Education Management
Experience
Poudre School District September 2014 - Present
DD's Art Cards and Things December 2011 - Present
Poudre River Public Library District April 2013 - April 2014
Weld County School District 6 September 2003 - September 2013
Colorado State University October 2002 - January 2003
Prudential Financial April 2001 - November 2001
Janus Capital Group December 1998 - April 2001
OppenheimerFunds August 1997 - December 1998
American National Bank June 1996 - May 1997
Barnes and Noble Book Store February 1995 - June 1996
Skills
Public Speaking, Customer Service, Art, Teaching, Photography, Microsoft Word, Microsoft Office, Graphic Design, Creative Writing, Curriculum Design, Higher Education, Research, Non-profits, Social Media, Social Networking, Fundraising, Graphics, Social Media Marketing, Computer Proficiency, Project Management, PowerPoint, Mutual Funds, Organizational..., Data Entry, Digital Photography, Editing, Community Outreach, Event Planning, Time Management, Staff Development, Tutoring, Proofreading, Facebook, Spanish, Photoshop, Event Management, Newsletters, Public Relations, Blogging, Copy Editing, Critical Thinking, Teamwork, Adobe Creative Suite, Volunteer Management, Training, Sales, Adobe Acrobat, Darkroom, Outlook, Academic Libraries
Education
University of Wyoming 1992 — 1996
Bachelor of Arts (B.A.), Cultural Anthropology, 3.0
Laramie County Community College 1987 — 1989
General Studies
Poudre School District September 2014 - Present
DD's Art Cards and Things December 2011 - Present
Poudre River Public Library District April 2013 - April 2014
Weld County School District 6 September 2003 - September 2013
Colorado State University October 2002 - January 2003
Prudential Financial April 2001 - November 2001
Janus Capital Group December 1998 - April 2001
OppenheimerFunds August 1997 - December 1998
American National Bank June 1996 - May 1997
Barnes and Noble Book Store February 1995 - June 1996
Skills
Public Speaking, Customer Service, Art, Teaching, Photography, Microsoft Word, Microsoft Office, Graphic Design, Creative Writing, Curriculum Design, Higher Education, Research, Non-profits, Social Media, Social Networking, Fundraising, Graphics, Social Media Marketing, Computer Proficiency, Project Management, PowerPoint, Mutual Funds, Organizational..., Data Entry, Digital Photography, Editing, Community Outreach, Event Planning, Time Management, Staff Development, Tutoring, Proofreading, Facebook, Spanish, Photoshop, Event Management, Newsletters, Public Relations, Blogging, Copy Editing, Critical Thinking, Teamwork, Adobe Creative Suite, Volunteer Management, Training, Sales, Adobe Acrobat, Darkroom, Outlook, Academic Libraries
Education
University of Wyoming 1992 — 1996
Bachelor of Arts (B.A.), Cultural Anthropology, 3.0
Laramie County Community College 1987 — 1989
General Studies
Irina Klebanov, ITIL v3 RCV, CSM Irina Klebanov, ITIL v3 RCV, CSM's OppenheimerFunds Experience 1995 - 1996
Job Senior Business Consultant Release Management at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente April 2015 - Present
SCL Health March 2014 - April 2015
5280 Solutions October 2010 - January 2014
WellPoint 2005 - 2009
Xerox 2003 - 2005
Arrow Electronics 1999 - 2003
Great-West Financial 1997 - 1998
OppenheimerFunds 1995 - 1996
Matson Navigation 1991 - 1995
Crowley Maritime 1987 - 1991
Skills
JCL, Mainframe, COBOL, DB2, VSAM, CICS, MVS, TSO, Endevor, Visio, MS Project, Fileaid, Databases, SQL, MS Office Suite, Unix, Systems Analysis, Configuration Management, Oracle, SDLC, Software Development, Microsoft Office, Java, Business Analysis, ETL, Software Project..., Integration, Requirements Analysis, Vendor Management, Agile Methodologies, SharePoint
Education
University of Denver 1986 — 1988
Master's degree, Computer Information Systems
Metropolitan State University of Denver
Bachelor's degree, Computer Management Science
LeaderQuest 2010 — 2014
ITIL V3, Project Management
ESI 2015 — 2019
Project Management
Kaiser Permanente April 2015 - Present
SCL Health March 2014 - April 2015
5280 Solutions October 2010 - January 2014
WellPoint 2005 - 2009
Xerox 2003 - 2005
Arrow Electronics 1999 - 2003
Great-West Financial 1997 - 1998
OppenheimerFunds 1995 - 1996
Matson Navigation 1991 - 1995
Crowley Maritime 1987 - 1991
Skills
JCL, Mainframe, COBOL, DB2, VSAM, CICS, MVS, TSO, Endevor, Visio, MS Project, Fileaid, Databases, SQL, MS Office Suite, Unix, Systems Analysis, Configuration Management, Oracle, SDLC, Software Development, Microsoft Office, Java, Business Analysis, ETL, Software Project..., Integration, Requirements Analysis, Vendor Management, Agile Methodologies, SharePoint
Education
University of Denver 1986 — 1988
Master's degree, Computer Information Systems
Metropolitan State University of Denver
Bachelor's degree, Computer Management Science
LeaderQuest 2010 — 2014
ITIL V3, Project Management
ESI 2015 — 2019
Project Management
Cassandra (Spradlin) Jones Cassandra (Spradlin) Jones's OppenheimerFunds Experience April 2013 - Present
Job Risk Oversight Analyst at OFI Global
Industry Financial Services
Experience
OppenheimerFunds April 2013 - Present
Skills
Customer Service, Financial Services, Anti Money Laundering, USA PATRIOT Act, OFAC, Securities, Investments, Risk Management, Financial Risk, Credit Risk, Retail Banking, Mutual Funds, Process Improvement, Business Analysis, Relationship Management, Series 63, Strategic Planning, IRAs
Education
Metropolitan State University of Denver 2014 — 2016
Bachelor's degree, Finance and Financial Management Services, Junior
Community College of Denver 2010 — 2013
Associate of Arts (AA), Business, Graduate
OppenheimerFunds April 2013 - Present
Skills
Customer Service, Financial Services, Anti Money Laundering, USA PATRIOT Act, OFAC, Securities, Investments, Risk Management, Financial Risk, Credit Risk, Retail Banking, Mutual Funds, Process Improvement, Business Analysis, Relationship Management, Series 63, Strategic Planning, IRAs
Education
Metropolitan State University of Denver 2014 — 2016
Bachelor's degree, Finance and Financial Management Services, Junior
Community College of Denver 2010 — 2013
Associate of Arts (AA), Business, Graduate
Janice Thompson's OppenheimerFunds Experience August 1999 - April 2000
Job Associate Director, IS Quality & Compliance at Boehringer Ingelheim
Industry Computer Software
Experience
Boehringer Ingelheim September 2010 - Present
Pfizer Pharmaceuticals January 2008 - September 2010
Wyeth Pharmaceuticals March 2006 - December 2007
Wyeth Pharmaceuticals November 2005 - May 2006
Wyeth Pharmaceuticals June 2004 - November 2005
Schering-Plough November 2002 - November 2004
Hill-Rom September 2000 - November 2002
OppenheimerFunds August 1999 - April 2000
Bovis Lend Lease August 1993 - August 1999
Skills
Internal Audit, ITIL, 21 CFR Part 11, Compliance, Auditing, Validation, cGMP, ISO, FDA, Quality Assurance, IEEE, Risk Management, Visio, Documentation, Change Control, SOX, Risk Assessment, Change Management, Quality Systems, SDLC, Pharmaceuticals, PDMA, Sunshine Act, Cloud Computing, Software Documentation, CAPAs, GCPs, Sop, GMP, Computer System..., Audit Management, GxP, CAPA, Business Process, Pharmaceutical Industry, Project Management, Quality Auditing, Quality System, Cross-functional Team..., Program Management, Leadership, Quality Management, Testing, Regulatory Requirements, Sarbanes-Oxley Act, V&V, Strategy, Biotechnology, Process Improvement, SOP
Education
Mercy College 1998 — 2000
MS, Organization Leadership & Technology
Syracuse University 1989 — 1991
BA, International Relations
State University of New York College of Agriculture and Technology at Cobleskill 1987 — 1989
AAS, Computer Information Systems
Boehringer Ingelheim September 2010 - Present
Pfizer Pharmaceuticals January 2008 - September 2010
Wyeth Pharmaceuticals March 2006 - December 2007
Wyeth Pharmaceuticals November 2005 - May 2006
Wyeth Pharmaceuticals June 2004 - November 2005
Schering-Plough November 2002 - November 2004
Hill-Rom September 2000 - November 2002
OppenheimerFunds August 1999 - April 2000
Bovis Lend Lease August 1993 - August 1999
Skills
Internal Audit, ITIL, 21 CFR Part 11, Compliance, Auditing, Validation, cGMP, ISO, FDA, Quality Assurance, IEEE, Risk Management, Visio, Documentation, Change Control, SOX, Risk Assessment, Change Management, Quality Systems, SDLC, Pharmaceuticals, PDMA, Sunshine Act, Cloud Computing, Software Documentation, CAPAs, GCPs, Sop, GMP, Computer System..., Audit Management, GxP, CAPA, Business Process, Pharmaceutical Industry, Project Management, Quality Auditing, Quality System, Cross-functional Team..., Program Management, Leadership, Quality Management, Testing, Regulatory Requirements, Sarbanes-Oxley Act, V&V, Strategy, Biotechnology, Process Improvement, SOP
Education
Mercy College 1998 — 2000
MS, Organization Leadership & Technology
Syracuse University 1989 — 1991
BA, International Relations
State University of New York College of Agriculture and Technology at Cobleskill 1987 — 1989
AAS, Computer Information Systems
Bridget Murray Bridget Murray's OppenheimerFunds Experience July 2013 - Present
Job Internal Audit Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2013 - Present
OppenheimerFunds 1990 - 2015
OppenheimerFunds 1990 - 2015
OppenheimerFunds 2003 - July 2013
OppenheimerFunds 2000 - 2002
OppenheimerFunds Services (division of OppenheimerFunds, Inc.) 1997 - 2000
OppenheimerFunds Services (OppenheimerFunds) 1994 - 1997
OppenheimerFunds Services (OppenheimerFunds) 1993 - 1994
OppenheimerFunds Services (OppenheimerFunds) 1990 - 1993
Skills
Internal Audit, Risk Assessment, Internal Controls, Data Analysis, Sarbanes-Oxley Act, IT Audit, Certified Fraud Examiner, Process Improvement, Financial Risk, Financial Services, Mutual Funds, Project Management, Investment Management, Alternative Investments, Sarbanes-Oxley, Fraud, Business Process..., Information Technology, CISA, Vendor Management, Securities, Management
Education
Metropolitan State University of Denver 1986 — 1991
OppenheimerFunds July 2013 - Present
OppenheimerFunds 1990 - 2015
OppenheimerFunds 1990 - 2015
OppenheimerFunds 2003 - July 2013
OppenheimerFunds 2000 - 2002
OppenheimerFunds Services (division of OppenheimerFunds, Inc.) 1997 - 2000
OppenheimerFunds Services (OppenheimerFunds) 1994 - 1997
OppenheimerFunds Services (OppenheimerFunds) 1993 - 1994
OppenheimerFunds Services (OppenheimerFunds) 1990 - 1993
Skills
Internal Audit, Risk Assessment, Internal Controls, Data Analysis, Sarbanes-Oxley Act, IT Audit, Certified Fraud Examiner, Process Improvement, Financial Risk, Financial Services, Mutual Funds, Project Management, Investment Management, Alternative Investments, Sarbanes-Oxley, Fraud, Business Process..., Information Technology, CISA, Vendor Management, Securities, Management
Education
Metropolitan State University of Denver 1986 — 1991
Abigail Farler Abigail Farler's OppenheimerFunds Experience January 2013 - March 2013
Job Assistant Softball Coach Western Oregon University
Industry Sports
Experience
Western Oregon University September 2013 - Present
First Financial Equity Corporation March 2013 - August 2013
Slammers Baseball October 2012 - August 2013
OppenheimerFunds January 2013 - March 2013
OppenheimerFunds October 2012 - January 2013
Self Employed September 2007 - August 2012
Rite of Passage October 2007 - November 2011
Rite of Passage October 2007 - July 2008
Skills
Psychology, Microsoft Word, Customer Service, Microsoft Excel, Community Outreach, Mental Health, Group Therapy, Crisis Intervention, Public Speaking, Adolescents, Psychotherapy, Family Therapy, Mental Health Counseling, Adults, Teaching, Event Management, CBT, Coaching, Case Managment, PowerPoint, Youth Development, Leadership Development, Fundraising
Education
Marshall University 2003 — 2007
Bachelors Degree, Adult Fitness
Western Oregon University September 2013 - Present
First Financial Equity Corporation March 2013 - August 2013
Slammers Baseball October 2012 - August 2013
OppenheimerFunds January 2013 - March 2013
OppenheimerFunds October 2012 - January 2013
Self Employed September 2007 - August 2012
Rite of Passage October 2007 - November 2011
Rite of Passage October 2007 - July 2008
Skills
Psychology, Microsoft Word, Customer Service, Microsoft Excel, Community Outreach, Mental Health, Group Therapy, Crisis Intervention, Public Speaking, Adolescents, Psychotherapy, Family Therapy, Mental Health Counseling, Adults, Teaching, Event Management, CBT, Coaching, Case Managment, PowerPoint, Youth Development, Leadership Development, Fundraising
Education
Marshall University 2003 — 2007
Bachelors Degree, Adult Fitness
Anthony Borzymowski Anthony Borzymowski's OppenheimerFunds Experience January 2007 - June 2011
Job Problem Manager at Pearson
Industry Information Technology and Services
Experience
Pearson May 2015 - Present
DaVita Kidney Care December 2013 - May 2015
Nelnet Diversified Solutions October 2012 - December 2013
Catholic Health Initiatives June 2011 - October 2012
OppenheimerFunds January 2007 - June 2011
OppenheimerFunds January 2000 - January 2007
OppenheimerFunds January 1996 - January 2000
OppenheimerFunds January 1994 - January 1996
OppenheimerFunds January 1994 - October 1994
Skills
Disaster Recovery, Active Directory, Help Desk Support, Technical Support, Troubleshooting, VMware, Networking, VPN, Problem Management, Incident Management, Change Management, ITIL, Citrix, Process Improvement, Microsoft Exchange, Access, Software Installation, Service Desk, Vendor Management, Information Technology, Unix, IT Management, Network Security, CRM, Software Documentation, Windows 7, IT Service Management, BMC Remedy, Data Center, Computer Hardware, Windows, Team Leadership, ITIL Service Strategy, Visio, Infrastructure, SharePoint, Business Continuity, IT Operations, Recruiting, ITIL Process, Service Desk Management, Integration, Service Management, Windows Server, Supervisory Skills, ITIL Process..., Crystal Reports, Help Desk Implementation, Google Apps, Google Docs
Education
University of Colorado at Denver 1997 — 1999
Certificate, Networking
Metropolitan State University of Denver 1985 — 1988
Pearson May 2015 - Present
DaVita Kidney Care December 2013 - May 2015
Nelnet Diversified Solutions October 2012 - December 2013
Catholic Health Initiatives June 2011 - October 2012
OppenheimerFunds January 2007 - June 2011
OppenheimerFunds January 2000 - January 2007
OppenheimerFunds January 1996 - January 2000
OppenheimerFunds January 1994 - January 1996
OppenheimerFunds January 1994 - October 1994
Skills
Disaster Recovery, Active Directory, Help Desk Support, Technical Support, Troubleshooting, VMware, Networking, VPN, Problem Management, Incident Management, Change Management, ITIL, Citrix, Process Improvement, Microsoft Exchange, Access, Software Installation, Service Desk, Vendor Management, Information Technology, Unix, IT Management, Network Security, CRM, Software Documentation, Windows 7, IT Service Management, BMC Remedy, Data Center, Computer Hardware, Windows, Team Leadership, ITIL Service Strategy, Visio, Infrastructure, SharePoint, Business Continuity, IT Operations, Recruiting, ITIL Process, Service Desk Management, Integration, Service Management, Windows Server, Supervisory Skills, ITIL Process..., Crystal Reports, Help Desk Implementation, Google Apps, Google Docs
Education
University of Colorado at Denver 1997 — 1999
Certificate, Networking
Metropolitan State University of Denver 1985 — 1988
Philip Vottiero Philip Vottiero's OppenheimerFunds Experience July 1999 - Present
Job SVP Finance at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 1999 - Present
SOVLINK 1993 - 1999
Credit Suisse First Boston 1993 - 1995
Phibro Energy Inc March 1989 - February 1992
KPMG 1985 - 1989
Skills
Financial Modeling, Asset Managment, Financial Analysis, Mutual Funds, Investments, Finance, Strategic Financial..., Analysis, Financial Reporting, Asset Management, Microsoft Excel, Risk Management, Securities, Equities, Leadership, Management, Fixed Income, Capital Markets, Mergers & Acquisitions, Portfolio Management, Alternative Investments
Education
Manhattan College 1981 — 1985
OppenheimerFunds July 1999 - Present
SOVLINK 1993 - 1999
Credit Suisse First Boston 1993 - 1995
Phibro Energy Inc March 1989 - February 1992
KPMG 1985 - 1989
Skills
Financial Modeling, Asset Managment, Financial Analysis, Mutual Funds, Investments, Finance, Strategic Financial..., Analysis, Financial Reporting, Asset Management, Microsoft Excel, Risk Management, Securities, Equities, Leadership, Management, Fixed Income, Capital Markets, Mergers & Acquisitions, Portfolio Management, Alternative Investments
Education
Manhattan College 1981 — 1985
Kristen Lopes Kristen Lopes's OppenheimerFunds Experience June 2015 - August 2015
Job Integrated Marketing Intern at OppenheimerFunds
Industry Public Relations and Communications
Experience
OppenheimerFunds June 2015 - August 2015
ABC Television August 2014 - December 2014
Caretaker April 2011 - August 2014
Skills
Customer Service, Press Releases, Time Management, Media Relations, Cision, Social Networking, Communication, Leadership, Social Media Marketing, Teamwork, Advertising, Blogging, Publicity, Creative Writing, Writing, Marketing
Education
Marist College 2012 — 2016
Bachelor's Degree, Public Relations
OppenheimerFunds June 2015 - August 2015
ABC Television August 2014 - December 2014
Caretaker April 2011 - August 2014
Skills
Customer Service, Press Releases, Time Management, Media Relations, Cision, Social Networking, Communication, Leadership, Social Media Marketing, Teamwork, Advertising, Blogging, Publicity, Creative Writing, Writing, Marketing
Education
Marist College 2012 — 2016
Bachelor's Degree, Public Relations
Brendan Woods Brendan Woods's OppenheimerFunds Experience August 2014 - Present
Job Investment Data Management Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2014 - Present
MassMutual Financial Group November 2013 - August 2014
Morgan Stanley June 2012 - August 2012
Skills
Teamwork, Microsoft Office, Microsoft Excel, Research, Public Speaking, Sales Operations, Retirement Services, Data Entry, Series 6, Customer Service, Wealth Management, Portfolio Performance..., Bloomberg Terminal
Education
Marist College 2009 — 2013
Bachelor of Science, International Business
OppenheimerFunds August 2014 - Present
MassMutual Financial Group November 2013 - August 2014
Morgan Stanley June 2012 - August 2012
Skills
Teamwork, Microsoft Office, Microsoft Excel, Research, Public Speaking, Sales Operations, Retirement Services, Data Entry, Series 6, Customer Service, Wealth Management, Portfolio Performance..., Bloomberg Terminal
Education
Marist College 2009 — 2013
Bachelor of Science, International Business
Oliver Schulz Oliver Schulz's OppenheimerFunds Experience August 2003 - July 2007
Job Client Relationship Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial June 2015 - Present
Mutual of Omaha July 2012 - June 2015
Morgan Stanley Smith Barney June 2011 - May 2012
Nationwide Financial July 2007 - June 2011
OppenheimerFunds August 2003 - July 2007
Skills
401k, Mutual Funds, Series 7, Series 63, Retirement, Retirement Planning, Fixed Annuities, Investments, Series 6, Wealth Management, Asset Allocation, Series 65, Strategic Financial..., Separately Managed..., Defined Benefit
Education
Keene State College 1994 — 1998
BS, Bachelor of Science in Business Management and German
Schiller International University 1996 — 1997
•German Language. International Business & International Sales and Marketing
Darien High School
Voya Financial June 2015 - Present
Mutual of Omaha July 2012 - June 2015
Morgan Stanley Smith Barney June 2011 - May 2012
Nationwide Financial July 2007 - June 2011
OppenheimerFunds August 2003 - July 2007
Skills
401k, Mutual Funds, Series 7, Series 63, Retirement, Retirement Planning, Fixed Annuities, Investments, Series 6, Wealth Management, Asset Allocation, Series 65, Strategic Financial..., Separately Managed..., Defined Benefit
Education
Keene State College 1994 — 1998
BS, Bachelor of Science in Business Management and German
Schiller International University 1996 — 1997
•German Language. International Business & International Sales and Marketing
Darien High School
Donald Pawluk Donald Pawluk's OppenheimerFunds Experience March 2004 - Present
Job External Wholesaler at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 2004 - Present
UBS Global Asset Management 2002 - 2004
Dreyfus July 2000 - June 2002
Skills
Separately Managed..., Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Series 65, Series 6, Investments, Wealth Management, 401k, Retirement Plan..., 529 Plans, Financial Services, Bonds, IRAs, Retirement, Securities, Retirement Planning, FINRA, Financial Advisory, Asset Management, Equities, Wealth Management..., 401k Rollovers, Roth IRA, Portfolio Management, Strategic Financial..., Defined Contribution, Financial Planners, Defined Benefit, Municipal Bonds, Finance, High Net Worth..., Qualified Retirement..., Managing Accounts, Variable Annuities, Investment Advisory, ETFs, Relationship Management, Wealth Accumulation, Estate Planning, Capital Markets, Personal Financial..., Stocks, Fixed Annuities, Pensions, Profit Sharing, Fund Of Funds, Wholesale
Education
LIU Post 1995 — 1997
Bachelor of Science, Finance
OppenheimerFunds March 2004 - Present
UBS Global Asset Management 2002 - 2004
Dreyfus July 2000 - June 2002
Skills
Separately Managed..., Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Series 65, Series 6, Investments, Wealth Management, 401k, Retirement Plan..., 529 Plans, Financial Services, Bonds, IRAs, Retirement, Securities, Retirement Planning, FINRA, Financial Advisory, Asset Management, Equities, Wealth Management..., 401k Rollovers, Roth IRA, Portfolio Management, Strategic Financial..., Defined Contribution, Financial Planners, Defined Benefit, Municipal Bonds, Finance, High Net Worth..., Qualified Retirement..., Managing Accounts, Variable Annuities, Investment Advisory, ETFs, Relationship Management, Wealth Accumulation, Estate Planning, Capital Markets, Personal Financial..., Stocks, Fixed Annuities, Pensions, Profit Sharing, Fund Of Funds, Wholesale
Education
LIU Post 1995 — 1997
Bachelor of Science, Finance
Micaela Haluko Micaela Haluko's OppenheimerFunds Experience January 2002 - May 2009
Job Design Research: Experience, Theory, and Culture
Industry Design
Experience
iDE (formerly International Development Enterprises) August 2013 - December 2014
Metropolitan State University of Denver September 2009 - December 2014
MSU Denver—Communication Design Program January 2014 - May 2014
Denver Bread Company January 2012 - January 2013
OppenheimerFunds January 2002 - May 2009
Skills
Advertising, Web Design, Process Improvement, Customer Service, Photoshop, Microsoft Office, Adobe Creative Suite, Art Direction, Branding & Identity, Community Outreach, Photography, Editing, PowerPoint, Higher Education, Social Media Marketing, Event Planning, Research, Microsoft Word, Email Marketing, Public Speaking, Non-profits, Dreamweaver, Project Management, Graphic Design, Leadership, Blogging, Team Building, Event Management, Microsoft Excel, Leadership Development, Budgets, Time Management, Workshop Facilitation, Marketing Communications, Information Architecture, Social Media, InDesign, Illustrator, Program Management, Social Networking, Teaching, Vendor Management, Fundraising, Change Management, Marketing, Public Relations, Brand Development, Copywriting, WordPress, Creative Writing
Education
Metropolitan State College of Denver 2009 — 2014
Bachelor of Arts (B.A.) — Magna Cum Laude, Design Research, 3.94
University of Colorado at Denver 1999 — 1999
Communication and Media Studies
Palm Beach Atlantic University-West Palm Beach 1997 — 1999
Marine Biology; Communications
iDE (formerly International Development Enterprises) August 2013 - December 2014
Metropolitan State University of Denver September 2009 - December 2014
MSU Denver—Communication Design Program January 2014 - May 2014
Denver Bread Company January 2012 - January 2013
OppenheimerFunds January 2002 - May 2009
Skills
Advertising, Web Design, Process Improvement, Customer Service, Photoshop, Microsoft Office, Adobe Creative Suite, Art Direction, Branding & Identity, Community Outreach, Photography, Editing, PowerPoint, Higher Education, Social Media Marketing, Event Planning, Research, Microsoft Word, Email Marketing, Public Speaking, Non-profits, Dreamweaver, Project Management, Graphic Design, Leadership, Blogging, Team Building, Event Management, Microsoft Excel, Leadership Development, Budgets, Time Management, Workshop Facilitation, Marketing Communications, Information Architecture, Social Media, InDesign, Illustrator, Program Management, Social Networking, Teaching, Vendor Management, Fundraising, Change Management, Marketing, Public Relations, Brand Development, Copywriting, WordPress, Creative Writing
Education
Metropolitan State College of Denver 2009 — 2014
Bachelor of Arts (B.A.) — Magna Cum Laude, Design Research, 3.94
University of Colorado at Denver 1999 — 1999
Communication and Media Studies
Palm Beach Atlantic University-West Palm Beach 1997 — 1999
Marine Biology; Communications
Erinn Chambers Erinn Chambers's OppenheimerFunds Experience August 2013 - February 2014
Job Scheduling Coordinator at Colorado Surgical Arts
Industry Health, Wellness and Fitness
Experience
Colorado Surgical Arts May 2014 - Present
OppenheimerFunds August 2013 - February 2014
CHASE BANK September 2008 - June 2013
CIRA July 2007 - August 2008
TARGET/ STARBUCKS August 2001 - May 2007
Skills
Organization, Training, Human Resources, Customer Service, Microsoft Office, Process Scheduler, Microsoft Excel, Time Management, PowerPoint, Teamwork, Sales
Education
Metropolitan State College of Denver 2003 — 2009
Bachelor of Science, Business Management
Colorado Surgical Arts May 2014 - Present
OppenheimerFunds August 2013 - February 2014
CHASE BANK September 2008 - June 2013
CIRA July 2007 - August 2008
TARGET/ STARBUCKS August 2001 - May 2007
Skills
Organization, Training, Human Resources, Customer Service, Microsoft Office, Process Scheduler, Microsoft Excel, Time Management, PowerPoint, Teamwork, Sales
Education
Metropolitan State College of Denver 2003 — 2009
Bachelor of Science, Business Management
James Nix James Nix's OppenheimerFunds Experience April 2014 - Present
Job Assistant Supervisor of Correspondence at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2014 - Present
OppenheimerFunds October 2013 - April 2014
OppenheimerFunds December 2012 - October 2013
Oppenheimer Funds November 2011 - October 2012
NAIA 2011 - 2011
Community Bank Funding Company June 2004 - November 2009
Global Crossing Conferencing (formerly Frontier Conferencing) May 2001 - February 2002
Frontier Video Conferencing June 1999 - May 2001
Wall Street On Demand July 1998 - April 1999
Skills
Banking, Contract Management, Sales, Public Speaking, Management, Strategy, Financial Analysis, Leadership, Competitive Analysis, Customer Service, Mutual Funds, Sales Management, Operations Management, Retail, Sales Process, Customer Satisfaction, Troubleshooting, Process Improvement, Team Building, Vendor Management
Education
Metropolitan State University of Denver 2002 — 2004
Education
University of Northern Colorado 1994 — 1997
BA, Communications & Political Science
Niwot High School 1986 — 1988
OppenheimerFunds April 2014 - Present
OppenheimerFunds October 2013 - April 2014
OppenheimerFunds December 2012 - October 2013
Oppenheimer Funds November 2011 - October 2012
NAIA 2011 - 2011
Community Bank Funding Company June 2004 - November 2009
Global Crossing Conferencing (formerly Frontier Conferencing) May 2001 - February 2002
Frontier Video Conferencing June 1999 - May 2001
Wall Street On Demand July 1998 - April 1999
Skills
Banking, Contract Management, Sales, Public Speaking, Management, Strategy, Financial Analysis, Leadership, Competitive Analysis, Customer Service, Mutual Funds, Sales Management, Operations Management, Retail, Sales Process, Customer Satisfaction, Troubleshooting, Process Improvement, Team Building, Vendor Management
Education
Metropolitan State University of Denver 2002 — 2004
Education
University of Northern Colorado 1994 — 1997
BA, Communications & Political Science
Niwot High School 1986 — 1988
Bernie Colson Bernie Colson's OppenheimerFunds Experience May 2000 - August 2000
Job Managing Director
Industry Investment Banking
Experience
Oppenheimer & Co. July 2013 - Present
Global Hunter Securities February 2012 - July 2013
Oppenheimer & Co. April 2010 - February 2012
Tortoise Capital Advisors September 2007 - January 2010
Waddell & Reed August 2004 - June 2006
Citigroup Asset Management July 2001 - July 2004
OppenheimerFunds May 2000 - August 2000
Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Fixed Income, Portfolio Management, Management, Due Diligence, Asset Management, Capital Markets, Competitive Analysis, Financial Reporting, Trading, Energy Industry, Closed-end Funds, Hedge Funds, Finance, Investment Banking, Bloomberg, Securities, Mutual Funds, Alternative Investments, Private Equity, Energy, Corporate Finance, Business Development, Analysis, Documentations, Forecasting, Mergers & Acquisitions, Financial Analysis, Industry Analysis, People Management, Legal Documentation, IPO, Series 7, Series 63, Series 86, Series 87, Investment Management
Education
London Business School 2001 — 2001
MBA Exchange, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance and Accounting
Yale University 1992 — 1996
BA, Sociology
Topeka High School 1988 — 1992
Oppenheimer & Co. July 2013 - Present
Global Hunter Securities February 2012 - July 2013
Oppenheimer & Co. April 2010 - February 2012
Tortoise Capital Advisors September 2007 - January 2010
Waddell & Reed August 2004 - June 2006
Citigroup Asset Management July 2001 - July 2004
OppenheimerFunds May 2000 - August 2000
Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Fixed Income, Portfolio Management, Management, Due Diligence, Asset Management, Capital Markets, Competitive Analysis, Financial Reporting, Trading, Energy Industry, Closed-end Funds, Hedge Funds, Finance, Investment Banking, Bloomberg, Securities, Mutual Funds, Alternative Investments, Private Equity, Energy, Corporate Finance, Business Development, Analysis, Documentations, Forecasting, Mergers & Acquisitions, Financial Analysis, Industry Analysis, People Management, Legal Documentation, IPO, Series 7, Series 63, Series 86, Series 87, Investment Management
Education
London Business School 2001 — 2001
MBA Exchange, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance and Accounting
Yale University 1992 — 1996
BA, Sociology
Topeka High School 1988 — 1992
Samantha Maes Samantha Maes's OppenheimerFunds Experience January 2014 - Present
Job Social Media Associate
Industry Public Relations and Communications
Experience
OppenheimerFunds January 2014 - Present
Ajax Union June 2011 - December 2013
Skills
Press Releases, Social Media, Social Media Marketing, Social Media Monitoring, Social Media Development, Social Media Relations, Google Analytics, Google Adwords, Google Maps, Twitter, LinkedIn, Facebook, SEO, SEM
Education
Lehigh University 2007 — 2011
Lehigh University 2007 — 2011
Bachelor's, Journalism
OppenheimerFunds January 2014 - Present
Ajax Union June 2011 - December 2013
Skills
Press Releases, Social Media, Social Media Marketing, Social Media Monitoring, Social Media Development, Social Media Relations, Google Analytics, Google Adwords, Google Maps, Twitter, LinkedIn, Facebook, SEO, SEM
Education
Lehigh University 2007 — 2011
Lehigh University 2007 — 2011
Bachelor's, Journalism
Tim Abbuhl's OppenheimerFunds Experience 2000 - 2014
Job VP, Head of Strategic Risk Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2014 - Present
OppenheimerFunds 2000 - 2014
Royal & Sun Alliance 1999 - 2000
Employers Reinsurance Corporation 1994 - 1999
Ernst & Young 1990 - 1994
Skills
Team Leadership, Senior Executive..., Motivation, Decision Making, Change Management, Operational Efficiency, Organizational..., Technical Accounting..., Financial Reporting, Acquisitions, Restructuring, Financial Analysis, Regulatory Reporting &..., Budgeting, Forecasting, Cash Management, Financial Modeling, Due Diligence, Internal Controls, Accounting, Auditing, Finance, Asset Management, Mutual Funds, Insurance, Controller, Big 4, FINOP
Education
Kansas State University 1986 — 1990
Bachelor of Science in Business Administration, Accounting
MassMutual Financial Group 2014 - Present
OppenheimerFunds 2000 - 2014
Royal & Sun Alliance 1999 - 2000
Employers Reinsurance Corporation 1994 - 1999
Ernst & Young 1990 - 1994
Skills
Team Leadership, Senior Executive..., Motivation, Decision Making, Change Management, Operational Efficiency, Organizational..., Technical Accounting..., Financial Reporting, Acquisitions, Restructuring, Financial Analysis, Regulatory Reporting &..., Budgeting, Forecasting, Cash Management, Financial Modeling, Due Diligence, Internal Controls, Accounting, Auditing, Finance, Asset Management, Mutual Funds, Insurance, Controller, Big 4, FINOP
Education
Kansas State University 1986 — 1990
Bachelor of Science in Business Administration, Accounting
Jennifer Zehner (Mergoni)'s OppenheimerFunds Experience March 1996 - February 1997
Job Curian Capital
Industry Financial Services
Experience
Curian Capital February 2015 - Present
ANN INC. December 2011 - Present
B.C. Ziegler October 2013 - February 2015
Colorado Network Staffing February 2010 - October 2013
Jackson National Life February 1997 - December 2009
OppenheimerFunds March 1996 - February 1997
Skills
Finance, Administrative..., Outlook, Spreadsheets, Office Administration, People Skills, Customer Experience, Administration, Fax, Microsoft Word, Sales, Team-oriented, Customer Service, Data Entry, Event Planning, Telephone Skills, Office Management, Microsoft Excel, Teamwork, Confidentiality, 10 Key, Clerical Skills, Building Relationships, Multi-line Phone, Filing, Office Equipment, Microsoft Office, Call Centers, Time Management, Management, Administrative..., Customer Retention
Education
Mansfield University of Pennsylvania 1995 — 1997
Some College, Music Therapy/Therapist
Williamsport Area Community College 1984 — 1985
Some college, General Studies
Curian Capital February 2015 - Present
ANN INC. December 2011 - Present
B.C. Ziegler October 2013 - February 2015
Colorado Network Staffing February 2010 - October 2013
Jackson National Life February 1997 - December 2009
OppenheimerFunds March 1996 - February 1997
Skills
Finance, Administrative..., Outlook, Spreadsheets, Office Administration, People Skills, Customer Experience, Administration, Fax, Microsoft Word, Sales, Team-oriented, Customer Service, Data Entry, Event Planning, Telephone Skills, Office Management, Microsoft Excel, Teamwork, Confidentiality, 10 Key, Clerical Skills, Building Relationships, Multi-line Phone, Filing, Office Equipment, Microsoft Office, Call Centers, Time Management, Management, Administrative..., Customer Retention
Education
Mansfield University of Pennsylvania 1995 — 1997
Some College, Music Therapy/Therapist
Williamsport Area Community College 1984 — 1985
Some college, General Studies
Pete Ormsbee Pete Ormsbee's OppenheimerFunds Experience July 2013 - January 2014
Job .
Industry Financial Services
Experience
OppenheimerFunds July 2013 - January 2014
Lipper, A Thomson Reuters Company August 2005 - November 2011
Lipper, A Thomson Reuters Company June 2004 - August 2005
Lipper, A Thomson Reuters Company July 2001 - June 2004
Skills
Customer Relations, Service Delivery, Product Design, Superior Work Ethic, High Organizational..., Competitive Analysis, Operations Management, Process Management, Personnel Management, Training & Development, Team Leadership, Team Building, Staff Development, Product Management, Process Improvement, Board Presentations, Mutual Funds, Financial Services, Cost Savings, Data Analysis, SEC compliance, 15(c) Compliance, Employee Training, Project Management, Team Management, Customer Satisfaction, Vendor Management, Analysis, Management, Human Resources, Business Development, Business Analysis, Cross-functional Team..., Program Management, Customer Service
Education
Metropolitan State College of Denver
BS, Finance, Cum Laude
OppenheimerFunds July 2013 - January 2014
Lipper, A Thomson Reuters Company August 2005 - November 2011
Lipper, A Thomson Reuters Company June 2004 - August 2005
Lipper, A Thomson Reuters Company July 2001 - June 2004
Skills
Customer Relations, Service Delivery, Product Design, Superior Work Ethic, High Organizational..., Competitive Analysis, Operations Management, Process Management, Personnel Management, Training & Development, Team Leadership, Team Building, Staff Development, Product Management, Process Improvement, Board Presentations, Mutual Funds, Financial Services, Cost Savings, Data Analysis, SEC compliance, 15(c) Compliance, Employee Training, Project Management, Team Management, Customer Satisfaction, Vendor Management, Analysis, Management, Human Resources, Business Development, Business Analysis, Cross-functional Team..., Program Management, Customer Service
Education
Metropolitan State College of Denver
BS, Finance, Cum Laude
Jeremiah Cornelius's OppenheimerFunds Experience February 2014 - Present
Job Specialized Investor Service Associate at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds February 2014 - Present
OppenheimerFunds November 2013 - February 2014
Brookdale Senior Living January 2011 - May 2013
Valley Medical Center May 2010 - September 2010
Marquette University September 2007 - May 2010
Wheaton Franciscan Healthcare August 2009 - December 2009
Skills
Exercise Physiology, Sales, Exercise Prescription, Rehabilitation, Consulting, Health Promotion, Health Education, Cpr Certified, Team Management, Customer Service, Marketing Development, Marketing, Account Management
Education
Marquette University 2006 — 2010
Bachelor of Science (B.S.), Exercise Physiology
Larkin High School
OppenheimerFunds February 2014 - Present
OppenheimerFunds November 2013 - February 2014
Brookdale Senior Living January 2011 - May 2013
Valley Medical Center May 2010 - September 2010
Marquette University September 2007 - May 2010
Wheaton Franciscan Healthcare August 2009 - December 2009
Skills
Exercise Physiology, Sales, Exercise Prescription, Rehabilitation, Consulting, Health Promotion, Health Education, Cpr Certified, Team Management, Customer Service, Marketing Development, Marketing, Account Management
Education
Marquette University 2006 — 2010
Bachelor of Science (B.S.), Exercise Physiology
Larkin High School
Paul Biggs Paul Biggs's OppenheimerFunds Experience November 2004 - October 2005
Job Financial Professional
Industry Financial Services
Experience
Urban Lending Solutions August 2014 - March 2015
Urban Lending Solutions June 2012 - August 2014
1st Consumer Financial Solutions December 2010 - December 2011
Fair Mortgage Lending October 2005 - August 2006
OppenheimerFunds November 2004 - October 2005
Family Financial Solutions July 2003 - September 2004
Charles Schwab July 1997 - October 2002
Skills
Retirement Planning, Insurance, Estate Planning, Mortgage Lending, Financial Planners, Call Center, Retirement, Mutual Funds, Customer Service, Financial Services, Loans, Financial Planning, Strategic Financial..., Investments, Disability Insurance, Call Centers, Process Improvement, Management, Team Building, Business Development, Life Insurance, Employee Benefits, Training
Education
Metropolitan State University of Denver 2006 — 2009
BS, Finance, Financial Services
Urban Lending Solutions August 2014 - March 2015
Urban Lending Solutions June 2012 - August 2014
1st Consumer Financial Solutions December 2010 - December 2011
Fair Mortgage Lending October 2005 - August 2006
OppenheimerFunds November 2004 - October 2005
Family Financial Solutions July 2003 - September 2004
Charles Schwab July 1997 - October 2002
Skills
Retirement Planning, Insurance, Estate Planning, Mortgage Lending, Financial Planners, Call Center, Retirement, Mutual Funds, Customer Service, Financial Services, Loans, Financial Planning, Strategic Financial..., Investments, Disability Insurance, Call Centers, Process Improvement, Management, Team Building, Business Development, Life Insurance, Employee Benefits, Training
Education
Metropolitan State University of Denver 2006 — 2009
BS, Finance, Financial Services
Joseph Markovitch Joseph Markovitch's OppenheimerFunds Experience November 2014 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Investment Banking
Experience
OppenheimerFunds November 2014 - Present
Citi November 2013 - November 2014
Lucas Group February 2013 - November 2013
Experis IT, a Manpower Group Company August 2012 - February 2013
Maxim Group June 2010 - August 2012
Oppenheimer & Co. May 2009 - June 2010
Skills
Finance, Fixed Income, Portfolio Management, Recruiting, Equities, Financial Services, Technical Recruiting, Interview Preparation, Bloomberg, Analysis, Trading, Due Diligence, Business Analysis, Trading Systems, Interviews, Human Resources, Banking, Investments, Strategic Financial..., Securities, Mutual Funds, Financial Markets, Financial Modeling, Financial Analysis, SQL, Permanent Placement, Relationship Management, Management, Internet Recruiting, Risk Management, Derivatives, FX Options, FX trading, Series 7, Wealth Management, Uniform Combined State..., Series 63, Insurance, Executive Search, Capital Markets, Equity Trading, Trading Platforms, Equity Research, Salesforce.com
Education
Liberty University 2006 — 2009
Bachelor of Science, Mathematics
OppenheimerFunds November 2014 - Present
Citi November 2013 - November 2014
Lucas Group February 2013 - November 2013
Experis IT, a Manpower Group Company August 2012 - February 2013
Maxim Group June 2010 - August 2012
Oppenheimer & Co. May 2009 - June 2010
Skills
Finance, Fixed Income, Portfolio Management, Recruiting, Equities, Financial Services, Technical Recruiting, Interview Preparation, Bloomberg, Analysis, Trading, Due Diligence, Business Analysis, Trading Systems, Interviews, Human Resources, Banking, Investments, Strategic Financial..., Securities, Mutual Funds, Financial Markets, Financial Modeling, Financial Analysis, SQL, Permanent Placement, Relationship Management, Management, Internet Recruiting, Risk Management, Derivatives, FX Options, FX trading, Series 7, Wealth Management, Uniform Combined State..., Series 63, Insurance, Executive Search, Capital Markets, Equity Trading, Trading Platforms, Equity Research, Salesforce.com
Education
Liberty University 2006 — 2009
Bachelor of Science, Mathematics
Courtney Bogaard, SPHR Courtney Bogaard, SPHR's OppenheimerFunds Experience March 2012 - August 2013
Job Director, Human Resources at Spencer Fane
Industry Law Practice
Experience
Spencer Fane August 2013 - Present
OppenheimerFunds March 2012 - August 2013
Analysts International Corporation (AIC) November 2009 - March 2012
McGladrey December 2006 - November 2009
Administrative Resource Options September 2005 - October 2006
Skills
Talent Acquisition, Talent Management, Benefits Negotiation, Performance Management, Personnel Management, Employee Relations, Onboarding, Training, Recruiting, Human Resources, Screening, Employee Engagement, HRIS, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Staffing Services, Temporary Placement, Interviews, Sourcing, Leadership Development, Leadership, Deferred Compensation, Employee Benefits
Education
Saint Mary's University of Minnesota 2008 — 2010
Masters, Human Resource Management
Marquette University 2001 — 2005
Bachelor of Science, Business Administration - Human Resources Major
Spencer Fane August 2013 - Present
OppenheimerFunds March 2012 - August 2013
Analysts International Corporation (AIC) November 2009 - March 2012
McGladrey December 2006 - November 2009
Administrative Resource Options September 2005 - October 2006
Skills
Talent Acquisition, Talent Management, Benefits Negotiation, Performance Management, Personnel Management, Employee Relations, Onboarding, Training, Recruiting, Human Resources, Screening, Employee Engagement, HRIS, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Staffing Services, Temporary Placement, Interviews, Sourcing, Leadership Development, Leadership, Deferred Compensation, Employee Benefits
Education
Saint Mary's University of Minnesota 2008 — 2010
Masters, Human Resource Management
Marquette University 2001 — 2005
Bachelor of Science, Business Administration - Human Resources Major
Anna Toshach's OppenheimerFunds Experience May 2015 - Present
Job Research Analyst at Wells Capital Management
Industry Investment Management
Experience
OppenheimerFunds May 2015 - Present
Wells Capital Management June 2009 - May 2015
Marquette University January 2008 - May 2009
CFA Global Investment Research Challange January 2009 - March 2009
Wells Capital Management May 2008 - August 2008
Skills
Equity Research, Valuation, Portfolio Management, Investments, Fixed Income, Investment Management, Due Diligence, Strategy, DCF, Financial Modeling, Asset Management, Bloomberg, Equities, Asset Allocation, Mutual Funds, Equity Valuation
Education
Marquette University 2005 — 2009
BS, Finance
OppenheimerFunds May 2015 - Present
Wells Capital Management June 2009 - May 2015
Marquette University January 2008 - May 2009
CFA Global Investment Research Challange January 2009 - March 2009
Wells Capital Management May 2008 - August 2008
Skills
Equity Research, Valuation, Portfolio Management, Investments, Fixed Income, Investment Management, Due Diligence, Strategy, DCF, Financial Modeling, Asset Management, Bloomberg, Equities, Asset Allocation, Mutual Funds, Equity Valuation
Education
Marquette University 2005 — 2009
BS, Finance
Cynthia (Cyndie) Puckett Cynthia (Cyndie) Puckett's OppenheimerFunds Experience December 2010 - March 2012
Job Curian Capital
Industry Financial Services
Experience
Curian Capital July 2014 - Present
Curian Capital August 2013 - July 2014
Curian Capital March 2012 - August 2013
OppenheimerFunds December 2010 - March 2012
Curian Capital April 2005 - December 2010
Charles Schwab March 1999 - March 2005
Skills
See resume, Series 7, Separately Managed..., Series 63, Mutual Funds, Series 6, Uniform Combined State..., Retirement Planning, Series 65, Fixed Annuities, 401k, Securities, ETFs, Asset Allocation, Financial Advisory, Wealth Management, Asset Management, Investments, Wholesale, Investment Advisory, Training, Leadership, FINRA, Sales, Alternative Investments, Series 24, IRAs, Variable Annuities, Qualified Retirement..., Associate Development, Coaching, Financial Services
Education
Metropolitan State University of Denver 1994 — 2002
Communications/Sociology
Curian Capital July 2014 - Present
Curian Capital August 2013 - July 2014
Curian Capital March 2012 - August 2013
OppenheimerFunds December 2010 - March 2012
Curian Capital April 2005 - December 2010
Charles Schwab March 1999 - March 2005
Skills
See resume, Series 7, Separately Managed..., Series 63, Mutual Funds, Series 6, Uniform Combined State..., Retirement Planning, Series 65, Fixed Annuities, 401k, Securities, ETFs, Asset Allocation, Financial Advisory, Wealth Management, Asset Management, Investments, Wholesale, Investment Advisory, Training, Leadership, FINRA, Sales, Alternative Investments, Series 24, IRAs, Variable Annuities, Qualified Retirement..., Associate Development, Coaching, Financial Services
Education
Metropolitan State University of Denver 1994 — 2002
Communications/Sociology
Andrew Veldran Andrew Veldran's OppenheimerFunds Experience December 2010 - June 2012
Job UI Engineer Lead
Industry Internet
Experience
TEKsystems June 2013 - Present
Mindspark Interactive Network, Inc. November 2012 - June 2013
Kanban Solutions June 2012 - November 2012
OppenheimerFunds December 2010 - June 2012
OppenheimerFunds May 2010 - November 2010
Experian CheetahMail February 2010 - March 2010
Vault.com May 2008 - September 2009
NYPD May 2005 - April 2008
Skills
HTML 5, jQuery, CSS, JavaScript, Web Applications, Web Development, Front-end, SEO, Mobile Devices, XHTML, User Interface, AJAX, REST, JSON, CSS3, Agile Methodologies, Information Architecture, Photoshop, PHP, Enterprise Content..., XSLT, Web Standards, CMS, Drupal, JIRA, SharePoint, Semantic HTML, Brightcove, jQuery Mobile, Backbone.js, Scrum, Usability, Velocity, Web Application Security, Interwoven, underscore.js, Requirejs, Handlebars, MongoDB, Node.js, Express JS, HTML5
Education
LIU Brooklyn 2003 — 2008
BS, Computer Science
TEKsystems June 2013 - Present
Mindspark Interactive Network, Inc. November 2012 - June 2013
Kanban Solutions June 2012 - November 2012
OppenheimerFunds December 2010 - June 2012
OppenheimerFunds May 2010 - November 2010
Experian CheetahMail February 2010 - March 2010
Vault.com May 2008 - September 2009
NYPD May 2005 - April 2008
Skills
HTML 5, jQuery, CSS, JavaScript, Web Applications, Web Development, Front-end, SEO, Mobile Devices, XHTML, User Interface, AJAX, REST, JSON, CSS3, Agile Methodologies, Information Architecture, Photoshop, PHP, Enterprise Content..., XSLT, Web Standards, CMS, Drupal, JIRA, SharePoint, Semantic HTML, Brightcove, jQuery Mobile, Backbone.js, Scrum, Usability, Velocity, Web Application Security, Interwoven, underscore.js, Requirejs, Handlebars, MongoDB, Node.js, Express JS, HTML5
Education
LIU Brooklyn 2003 — 2008
BS, Computer Science
Maureen Ronolo Maureen Ronolo's OppenheimerFunds Experience October 2002 - May 2004
Job Senior Investor Services Representative at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. August 2011 - Present
Trust Company of America June 2004 - January 2009
OppenheimerFunds October 2002 - May 2004
Janus Capital Group September 1997 - February 2002
Skills
Investments, Mutual Funds, Sales, Customer Service, Microsoft Office, Photography, Financial Services, Public Speaking, Business Development, Microsoft Word, Series 7, Event Planning, Leadership, Outlook, Process Improvement, Management, Strategic Planning, Account Management, Project Management, Microsoft Excel, Insurance, Social Media, Contract Negotiation, Series 63, Marketing, Teamwork, PowerPoint, Finance, Social Networking, Securities, Coaching, Team Building, Alternative Investments
Education
Metropolitan State College of Denver 1977 — 1977
n/a, Business Communications
St. Joseph Hight School, Shawnee, KS
ALPS Fund Services, Inc. August 2011 - Present
Trust Company of America June 2004 - January 2009
OppenheimerFunds October 2002 - May 2004
Janus Capital Group September 1997 - February 2002
Skills
Investments, Mutual Funds, Sales, Customer Service, Microsoft Office, Photography, Financial Services, Public Speaking, Business Development, Microsoft Word, Series 7, Event Planning, Leadership, Outlook, Process Improvement, Management, Strategic Planning, Account Management, Project Management, Microsoft Excel, Insurance, Social Media, Contract Negotiation, Series 63, Marketing, Teamwork, PowerPoint, Finance, Social Networking, Securities, Coaching, Team Building, Alternative Investments
Education
Metropolitan State College of Denver 1977 — 1977
n/a, Business Communications
St. Joseph Hight School, Shawnee, KS
Catherine Bucaria's OppenheimerFunds Experience June 2010 - August 2010
Job Assistant Acquisitions Editor, Penguin Random House Audio & Large Print at Random House
Industry Publishing
Experience
Random House March 2014 - Present
Random House April 2012 - March 2014
Random House May 2011 - April 2012
Villanova University January 2011 - April 2011
Transatlantic Literary Agency Inc. December 2010 - January 2011
Bryn Mawr Rehab Hospital January 2010 - December 2010
Nassau County June 2009 - December 2010
OppenheimerFunds June 2010 - August 2010
Skills
Social Networking, Marketing Communications, PowerPoint, Social Media, Publishing, Event Management, Community Outreach, Editorial
Education
Villanova University 2007 — 2011
Bachelor of Arts; School, English major, Business Minor
King's College London 2009 — 2009
Humanities
Random House March 2014 - Present
Random House April 2012 - March 2014
Random House May 2011 - April 2012
Villanova University January 2011 - April 2011
Transatlantic Literary Agency Inc. December 2010 - January 2011
Bryn Mawr Rehab Hospital January 2010 - December 2010
Nassau County June 2009 - December 2010
OppenheimerFunds June 2010 - August 2010
Skills
Social Networking, Marketing Communications, PowerPoint, Social Media, Publishing, Event Management, Community Outreach, Editorial
Education
Villanova University 2007 — 2011
Bachelor of Arts; School, English major, Business Minor
King's College London 2009 — 2009
Humanities
Lynn Hollaman Lynn Hollaman's OppenheimerFunds Experience May 1998 - May 2000
Job Service Desk Manager
Industry Information Technology and Services
Experience
PowerTek Corporation April 2011 - Present
The Pegasus Plume September 2005 - June 2011
Cherokee Nation August 2009 - April 2011
Information Technology Experts, Inc. September 2008 - August 2009
Spherion May 2008 - July 2008
Sterling Computers November 2007 - April 2008
Highland Management, Incorporated October 2000 - May 2007
OppenheimerFunds May 1998 - May 2000
Jones International, Ltd. May 1995 - May 1998
Alternative Resources Corporation June 1994 - May 1995
Skills
Active Directory, Microsoft Exchange, Networking, Operating Systems, Servers, Software Documentation, Technical Support, Troubleshooting
Education
Maryville University of Saint Louis 1984 — 1985
PowerTek Corporation April 2011 - Present
The Pegasus Plume September 2005 - June 2011
Cherokee Nation August 2009 - April 2011
Information Technology Experts, Inc. September 2008 - August 2009
Spherion May 2008 - July 2008
Sterling Computers November 2007 - April 2008
Highland Management, Incorporated October 2000 - May 2007
OppenheimerFunds May 1998 - May 2000
Jones International, Ltd. May 1995 - May 1998
Alternative Resources Corporation June 1994 - May 1995
Skills
Active Directory, Microsoft Exchange, Networking, Operating Systems, Servers, Software Documentation, Technical Support, Troubleshooting
Education
Maryville University of Saint Louis 1984 — 1985
Michelle Myers's OppenheimerFunds Experience May 1998 - May 2004
Job Factoring, ABL, Asset Based Lending, Purchase Order Financing
Industry Banking
Experience
Sallyport Commercial Finance, LLC September 2015 - Present
Security Business Capital June 2013 - September 2015
Crestmark Bank October 2006 - May 2013
First Horizon Merchant Services June 2004 - March 2006
OppenheimerFunds May 1998 - May 2004
Placement Professionals February 1996 - May 1998
Skills
Factoring, Asset Based Lending, Working Capital..., Commercial Lending, Small Business Lending, Portfolio Management, Financial Services, Cash Flow, Credit Risk, Financial Risk, Small Business, Commercial Finance, Leveraged Finance, Cash Flow Lending, Trade Finance, Loan Origination, Relationship Management, Lines Of Credit, Commercial Banking, Structured Finance, Accounts Receivable, Middle Market, Financial Structuring, New Business Development, Cash Management, Mortgage Lending, Commercial Mortgages, SBA, Restructuring, Executive Management, Banking, Credit Analysis, Credit, Financial Analysis, Finance, Loans, Funding, Risk Management, Management
Education
Louisiana State University 1988 — 1994
Bachelor of Fine Arts (BFA), Graphic Design / Art History
St Joseph's Academy
Sallyport Commercial Finance, LLC September 2015 - Present
Security Business Capital June 2013 - September 2015
Crestmark Bank October 2006 - May 2013
First Horizon Merchant Services June 2004 - March 2006
OppenheimerFunds May 1998 - May 2004
Placement Professionals February 1996 - May 1998
Skills
Factoring, Asset Based Lending, Working Capital..., Commercial Lending, Small Business Lending, Portfolio Management, Financial Services, Cash Flow, Credit Risk, Financial Risk, Small Business, Commercial Finance, Leveraged Finance, Cash Flow Lending, Trade Finance, Loan Origination, Relationship Management, Lines Of Credit, Commercial Banking, Structured Finance, Accounts Receivable, Middle Market, Financial Structuring, New Business Development, Cash Management, Mortgage Lending, Commercial Mortgages, SBA, Restructuring, Executive Management, Banking, Credit Analysis, Credit, Financial Analysis, Finance, Loans, Funding, Risk Management, Management
Education
Louisiana State University 1988 — 1994
Bachelor of Fine Arts (BFA), Graphic Design / Art History
St Joseph's Academy
Mike Malik, CIMA®, CRPC® Mike Malik, CIMA®, CRPC®'s OppenheimerFunds Experience January 2004 - Present
Job VP Sales at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2004 - Present
Strong Funds January 2001 - January 2004
Skills
CIMA, CRPC, Mutual Funds, Wealth Management, Mortgage Lending, Investments, Series 7, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Financial Services, Asset Management, Retirement, Securities, Finance, Series 63
Education
Marquette University 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Marquette University High School 1990 — 1993
High school diploma
OppenheimerFunds January 2004 - Present
Strong Funds January 2001 - January 2004
Skills
CIMA, CRPC, Mutual Funds, Wealth Management, Mortgage Lending, Investments, Series 7, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Financial Services, Asset Management, Retirement, Securities, Finance, Series 63
Education
Marquette University 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Marquette University High School 1990 — 1993
High school diploma
Jeffrey Rohrbach's OppenheimerFunds Experience 2003 - Present
Job Senior Telecom Engineer / Manager 20+ yrs experience
Industry Telecommunications
Experience
OppenheimerFunds 2003 - Present
Goldman Sachs 1997 - 2003
J.P. Morgan 1981 - 1997
Education
Manhattan College
Master of Business Administration (M.B.A.), Finance, General
Penn State University
Bachelor's Degree, Finance / Computer Science
OppenheimerFunds 2003 - Present
Goldman Sachs 1997 - 2003
J.P. Morgan 1981 - 1997
Education
Manhattan College
Master of Business Administration (M.B.A.), Finance, General
Penn State University
Bachelor's Degree, Finance / Computer Science
Chris Keller Chris Keller's OppenheimerFunds Experience 1998 - 2000
Job SVP Talent and Leadership Development for FCC Services
Industry Human Resources
Experience
FCC Services 2015 - Present
Keller Talent Management Consulting LLC 2012 - 2015
Level 3 Communications 2011 - 2012
The McGraw-Hill Companies 2005 - 2011
Ann Taylor 2003 - 2005
Deutsche Bank 2000 - 2002
OppenheimerFunds 1998 - 2000
Merrill Lynch 1992 - 1998
Skills
Talent Management, Performance Management, Succession Planning, Organizational..., Recruiting, Training, Talent Acquisition, Employee Relations, Management Development, Employee Engagement, Onboarding
Education
New York University 1990 — 1994
M.A.
McGill University 1986 — 1990
B.A.
Shady Side Academy 1982 — 1986
High School
FCC Services 2015 - Present
Keller Talent Management Consulting LLC 2012 - 2015
Level 3 Communications 2011 - 2012
The McGraw-Hill Companies 2005 - 2011
Ann Taylor 2003 - 2005
Deutsche Bank 2000 - 2002
OppenheimerFunds 1998 - 2000
Merrill Lynch 1992 - 1998
Skills
Talent Management, Performance Management, Succession Planning, Organizational..., Recruiting, Training, Talent Acquisition, Employee Relations, Management Development, Employee Engagement, Onboarding
Education
New York University 1990 — 1994
M.A.
McGill University 1986 — 1990
B.A.
Shady Side Academy 1982 — 1986
High School
Jonathan Olsen's OppenheimerFunds Experience June 2003 - January 2007
Job Lead team of AllStar recruiters throughout Central Pennsylvania. Our passion is your employment.
Industry Staffing and Recruiting
Experience
Manpower April 2013 - Present
Neutron Inc. April 2011 - April 2013
Cintas January 2007 - January 2009
OppenheimerFunds June 2003 - January 2007
Lazerpro Digital Media Group May 2006 - September 2006
Skills
Leadership, Customer Service, Interviews, Training, Management, Networking, Manufacturing, Team Building, Sales, Strategy, Recruiting, Consulting, Product Development, Sales Operations, Time Management, Talent Acquisition
Education
Lock Haven University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.3
Calvary Chapel College, UK 2009 — 2010
B.S. in Biblical Theology, Theology and Philosophy, 3.88
Manpower April 2013 - Present
Neutron Inc. April 2011 - April 2013
Cintas January 2007 - January 2009
OppenheimerFunds June 2003 - January 2007
Lazerpro Digital Media Group May 2006 - September 2006
Skills
Leadership, Customer Service, Interviews, Training, Management, Networking, Manufacturing, Team Building, Sales, Strategy, Recruiting, Consulting, Product Development, Sales Operations, Time Management, Talent Acquisition
Education
Lock Haven University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.3
Calvary Chapel College, UK 2009 — 2010
B.S. in Biblical Theology, Theology and Philosophy, 3.88
Patrick Scorzelli, CFS Patrick Scorzelli, CFS's OppenheimerFunds Experience September 2010 - Present
Job Bringing a consultative approach to financial advisors to help grow their practices and accomplish their goals
Industry Financial Services
Experience
OppenheimerFunds September 2010 - Present
Ameriprise Financial Services, Inc. May 2006 - August 2010
Skills
Mutual Funds, Wholesale, Consulting, Relationship Management, Client Relations, Portfolio Management, Presentation Skills, Financial Markets, Morningstar, Risk Assessment, Team Building, Series 7, Series 66, Certified Mutual Fund..., Microsoft Office, Salesforce.com, Asset Allocation, Securities, Financial Services, Financial Planning, Finance, Investments, Retirement Planning, Asset Management, Wealth Management, Alternative Investments, Equities, 401k, Fixed Income
Education
Le Moyne College 2002 — 2006
Bachelor's degree, Finance and Applied Management Analysis., 3.7/4.0
OppenheimerFunds September 2010 - Present
Ameriprise Financial Services, Inc. May 2006 - August 2010
Skills
Mutual Funds, Wholesale, Consulting, Relationship Management, Client Relations, Portfolio Management, Presentation Skills, Financial Markets, Morningstar, Risk Assessment, Team Building, Series 7, Series 66, Certified Mutual Fund..., Microsoft Office, Salesforce.com, Asset Allocation, Securities, Financial Services, Financial Planning, Finance, Investments, Retirement Planning, Asset Management, Wealth Management, Alternative Investments, Equities, 401k, Fixed Income
Education
Le Moyne College 2002 — 2006
Bachelor's degree, Finance and Applied Management Analysis., 3.7/4.0
Teresa Ward Teresa Ward's OppenheimerFunds Experience October 1996 - Present
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 1996 - Present
Cammack LaRhette Consulting November 1990 - October 1996
Cammack LaRhette Consulting November 1990 - October 1996
Skills
Retirement, Retirement Planning, IRAs, Product Development, ERISA, 401k, Series 63, Series 6, 403(b), Series 7, Financial Services, Employee Benefits, Investments, Leadership, Mutual Funds, Strategy, Relationship Management, Alternative Investments, Hedge Funds, FINRA
Education
Marymount Manhattan College 1986 — 1990
BA, Political Science
OppenheimerFunds October 1996 - Present
Cammack LaRhette Consulting November 1990 - October 1996
Cammack LaRhette Consulting November 1990 - October 1996
Skills
Retirement, Retirement Planning, IRAs, Product Development, ERISA, 401k, Series 63, Series 6, 403(b), Series 7, Financial Services, Employee Benefits, Investments, Leadership, Mutual Funds, Strategy, Relationship Management, Alternative Investments, Hedge Funds, FINRA
Education
Marymount Manhattan College 1986 — 1990
BA, Political Science
Eden Elder, Ph.D.'s OppenheimerFunds Experience 2010 - Present
Job Chief People Officer at FullContact Inc.
Industry Computer Software
Experience
FullContact Inc. June 2015 - Present
OppenheimerFunds 2010 - Present
MillerCoors July 2008 - July 2010
MillerCoors 2005 - July 2008
Kepner Tregoe 1996 - 2001
Skills
Change Management, Talent Management, Organizational Design, Organizational..., Executive Coaching, Process Improvement, Succession Planning, Performance Management, Employee Engagement, Organizational..., Team Building, Leadership Development, Coaching, Business Process..., Mobile learning, Gamification, Neuro Linguistic..., Neuro Leadership, Management, Leadership, Program Management, Strategic Planning, Strategy, Consulting, Cross-functional Team..., Vendor Management, Management Consulting, Business Analysis, Onboarding, Workforce Planning, Employee Training, Workshop Facilitation, Personnel Management, Team Leadership, Employee Relations, Business Strategy, Project Management, Talent Acquisition, Analysis, Career Development
Education
Universiteit Leiden 1989 — 1993
Drs, MA, MSc, Andragogiek, Psychology
FullContact Inc. June 2015 - Present
OppenheimerFunds 2010 - Present
MillerCoors July 2008 - July 2010
MillerCoors 2005 - July 2008
Kepner Tregoe 1996 - 2001
Skills
Change Management, Talent Management, Organizational Design, Organizational..., Executive Coaching, Process Improvement, Succession Planning, Performance Management, Employee Engagement, Organizational..., Team Building, Leadership Development, Coaching, Business Process..., Mobile learning, Gamification, Neuro Linguistic..., Neuro Leadership, Management, Leadership, Program Management, Strategic Planning, Strategy, Consulting, Cross-functional Team..., Vendor Management, Management Consulting, Business Analysis, Onboarding, Workforce Planning, Employee Training, Workshop Facilitation, Personnel Management, Team Leadership, Employee Relations, Business Strategy, Project Management, Talent Acquisition, Analysis, Career Development
Education
Universiteit Leiden 1989 — 1993
Drs, MA, MSc, Andragogiek, Psychology
JoAnn Brady's OppenheimerFunds Experience 1985 - 1986
Job Teacher at Lester C. Noecker School
Industry Education Management
Experience
Lester C Noecker School 1995 - Present
Home Insurance 1986 - 1993
OppenheimerFunds 1985 - 1986
Skills
Curriculum Design, Curriculum Development, Lesson Planning, Educational Leadership, Classroom Management, Literacy, Public Speaking, Elementary Education, Teacher Training, Classroom, Special Education, Teaching, Educational Technology, Tutoring, Early Childhood..., K-12, Staff Development, ESL, Differentiated..., Coaching, Adult Education, Behavior Management, Community Outreach, Curriculum Mapping, E-Learning, Education Reform, Educational Consulting, Higher Education, Instructional Design, Professional Learning..., Instructional Technology, Leadership Development, Fundraising, International Education
Education
Marygrove College 2007 — 2009
Master’s Degree
Seton Hall University 1980 — 1984
Bachelor’s Degree
Lester C Noecker School 1995 - Present
Home Insurance 1986 - 1993
OppenheimerFunds 1985 - 1986
Skills
Curriculum Design, Curriculum Development, Lesson Planning, Educational Leadership, Classroom Management, Literacy, Public Speaking, Elementary Education, Teacher Training, Classroom, Special Education, Teaching, Educational Technology, Tutoring, Early Childhood..., K-12, Staff Development, ESL, Differentiated..., Coaching, Adult Education, Behavior Management, Community Outreach, Curriculum Mapping, E-Learning, Education Reform, Educational Consulting, Higher Education, Instructional Design, Professional Learning..., Instructional Technology, Leadership Development, Fundraising, International Education
Education
Marygrove College 2007 — 2009
Master’s Degree
Seton Hall University 1980 — 1984
Bachelor’s Degree
Chris Peppler's OppenheimerFunds Experience June 2006 - August 2009
Job Senior Director, Business Development at SportsLabs A Silver Chalice Company
Industry Information Technology and Services
Experience
SportsLabs - A Silver Chalice Company April 2015 - Present
GHX August 2013 - February 2015
Point B August 2009 - August 2013
OppenheimerFunds June 2006 - August 2009
Accenture September 1999 - June 2006
Bell Atlantic Mobile 1997 - 1999
Skills
Management Consulting, Program Management, Information Technology, Integration, Business Strategy, Business Development, Telecommunications, Testing, Project Management, Salesforce.com, Wireless, Gadgets, Cross-functional Team..., Requirements Analysis, Agile Methodologies, SaaS, Leadership, Business Intelligence, Cloud Computing, Software Development, Product Management, SDLC, Business Analysis
Education
Lehigh University 1995 — 1999
BS, Electrical Engineering
SportsLabs - A Silver Chalice Company April 2015 - Present
GHX August 2013 - February 2015
Point B August 2009 - August 2013
OppenheimerFunds June 2006 - August 2009
Accenture September 1999 - June 2006
Bell Atlantic Mobile 1997 - 1999
Skills
Management Consulting, Program Management, Information Technology, Integration, Business Strategy, Business Development, Telecommunications, Testing, Project Management, Salesforce.com, Wireless, Gadgets, Cross-functional Team..., Requirements Analysis, Agile Methodologies, SaaS, Leadership, Business Intelligence, Cloud Computing, Software Development, Product Management, SDLC, Business Analysis
Education
Lehigh University 1995 — 1999
BS, Electrical Engineering
Emily Knepper Emily Knepper's OppenheimerFunds Experience November 2012 - April 2013
Job Animal Care
Industry Nonprofit Organization Management
Experience
Dumb Friends League July 2014 - Present
Moss Adams LLP August 2013 - April 2014
Impulse Theater December 2011 - June 2013
OppenheimerFunds November 2012 - April 2013
Acclaim Mortgage, Inc August 2010 - October 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Adobe Acrobat, QuickBooks, Outlook, Typing, Ten Key
Education
Metropolitan State University of Denver 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Dumb Friends League July 2014 - Present
Moss Adams LLP August 2013 - April 2014
Impulse Theater December 2011 - June 2013
OppenheimerFunds November 2012 - April 2013
Acclaim Mortgage, Inc August 2010 - October 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Adobe Acrobat, QuickBooks, Outlook, Typing, Ten Key
Education
Metropolitan State University of Denver 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Hiren Shah, MBA, PMP, CSM, LSSBB Hiren Shah, MBA, PMP, CSM, LSSBB's OppenheimerFunds Experience June 2014 - Present
Job Sr. Program Manager/Manager, Advisory Services
Industry Information Technology and Services
Experience
OppenheimerFunds June 2014 - Present
New Jersey Institute for Disabilities June 2007 - Present
KPMG September 2012 - May 2014
Horizon Blue Cross Blue Shield of New Jersey November 2011 - September 2012
Horizon Blue Cross Blue Shield of New Jersey October 2010 - November 2011
Chenoa Information Services July 2003 - September 2010
Corporate Software Solutions Inc. March 2003 - July 2003
CyberBridge International Inc. February 2002 - January 2003
Skills
Program Management, Project Management, PMP, CSM (Certified Scrum..., Agile Project Management, Agile Methodologies, Scrum, SDLC, Waterfall, Offshore Management, Vendor Management, Financial & Budget..., People Management, BPM, MS Project, Planview, ClearQuest, Visio, Business Analysis, Management Consulting, Advisory Services, Management, Financial Services, Business Process Design, Project Delivery, Resource Management, Quality Assurance, PMO, Enterprise Architecture, Project Portfolio..., Business Requirements, Requirements Analysis, SharePoint, Business Intelligence, ITIL, CRM, Business Process, Leadership, Risk Management, Product Management, Testing, Information Technology, Team Leadership, Software Project..., Project Planning, IT Strategy, Requirements Gathering, E-commerce, IT Management, Training
Education
Villanova University 2013 — 2013
Lean Six Sigma Black Belt, A
Project Management Institute 2011 — 2011
Project Management Professional (PMP), Project Management
ScrumAlliance.org 2011 — 2011
Certified Scrum Master (CSM), Scrum/Agile/Project Management
Middlesex County College 2010 — 2010
Certificate in Project Management, Project Management
Brainbench.com 2004 — 2004
Certified in Business Analysis, Business Analysis
Mercer County Community College 2004 — 2004
Certificate Course in Microsoft Project, Project Management
Micro Computers, India 2001 — 2001
Certificate Course in Ecommerce, E-Commerce/Electronic Commerce
SSI, India 1999 — 1999
Diploma in Relational Database Management Systems, RDBMS
ICFAI Business School 1997 — 1999
MBA, Duo Specialization: Finance and Marketing Management
P. T. Science College, South Gujarat University 1994 — 1997
Bachelor's Degree in Science, Chemistry
OppenheimerFunds June 2014 - Present
New Jersey Institute for Disabilities June 2007 - Present
KPMG September 2012 - May 2014
Horizon Blue Cross Blue Shield of New Jersey November 2011 - September 2012
Horizon Blue Cross Blue Shield of New Jersey October 2010 - November 2011
Chenoa Information Services July 2003 - September 2010
Corporate Software Solutions Inc. March 2003 - July 2003
CyberBridge International Inc. February 2002 - January 2003
Skills
Program Management, Project Management, PMP, CSM (Certified Scrum..., Agile Project Management, Agile Methodologies, Scrum, SDLC, Waterfall, Offshore Management, Vendor Management, Financial & Budget..., People Management, BPM, MS Project, Planview, ClearQuest, Visio, Business Analysis, Management Consulting, Advisory Services, Management, Financial Services, Business Process Design, Project Delivery, Resource Management, Quality Assurance, PMO, Enterprise Architecture, Project Portfolio..., Business Requirements, Requirements Analysis, SharePoint, Business Intelligence, ITIL, CRM, Business Process, Leadership, Risk Management, Product Management, Testing, Information Technology, Team Leadership, Software Project..., Project Planning, IT Strategy, Requirements Gathering, E-commerce, IT Management, Training
Education
Villanova University 2013 — 2013
Lean Six Sigma Black Belt, A
Project Management Institute 2011 — 2011
Project Management Professional (PMP), Project Management
ScrumAlliance.org 2011 — 2011
Certified Scrum Master (CSM), Scrum/Agile/Project Management
Middlesex County College 2010 — 2010
Certificate in Project Management, Project Management
Brainbench.com 2004 — 2004
Certified in Business Analysis, Business Analysis
Mercer County Community College 2004 — 2004
Certificate Course in Microsoft Project, Project Management
Micro Computers, India 2001 — 2001
Certificate Course in Ecommerce, E-Commerce/Electronic Commerce
SSI, India 1999 — 1999
Diploma in Relational Database Management Systems, RDBMS
ICFAI Business School 1997 — 1999
MBA, Duo Specialization: Finance and Marketing Management
P. T. Science College, South Gujarat University 1994 — 1997
Bachelor's Degree in Science, Chemistry
Patrick Coyne Patrick Coyne's OppenheimerFunds Experience 1997 - 2000
Job Managing Director, Head of Marketing at Alpine Funds
Industry Financial Services
Experience
Alpine Woods Capital Investors July 2011 - Present
Calamos Investments November 2010 - July 2011
Legg Mason 2004 - 2010
PIMCO 2000 - 2004
OppenheimerFunds 1997 - 2000
Scudder Investments 1992 - 1997
Skills
Equities, Marketing, Relationship Management, Advertising, Positioning, Brand Management, Business Strategy, New Business Development, Finance, Collateral, Sales, Strategy, Public Speaking, Content Management, Asset Management, Financial Services, Investments, Management, Series 7, Fixed Income, Series 63, Alternative Investments
Education
Marist College 1987 — 1991
B.S, Business Administration; Finance
John. S. Burke 1983 — 1987
High School
Alpine Woods Capital Investors July 2011 - Present
Calamos Investments November 2010 - July 2011
Legg Mason 2004 - 2010
PIMCO 2000 - 2004
OppenheimerFunds 1997 - 2000
Scudder Investments 1992 - 1997
Skills
Equities, Marketing, Relationship Management, Advertising, Positioning, Brand Management, Business Strategy, New Business Development, Finance, Collateral, Sales, Strategy, Public Speaking, Content Management, Asset Management, Financial Services, Investments, Management, Series 7, Fixed Income, Series 63, Alternative Investments
Education
Marist College 1987 — 1991
B.S, Business Administration; Finance
John. S. Burke 1983 — 1987
High School
Audrey Jean-Charles's OppenheimerFunds Experience January 2013 - February 2014
Job Web Content Manager
Industry Information Technology and Services
Experience
OppenheimerFunds January 2013 - February 2014
OppenheimerFunds January 2000 - December 2012
OppenheimerFunds January 1998 - January 2000
Skills
SOA, Requirements Analysis, Agile Methodologies, SharePoint, Software Project..., SDLC, Databases, Enterprise Architecture, JavaScript, Business Analysis, Visio, Software Documentation, Java Enterprise Edition, Oracle, Scrum, Web Services, Web Development, Testing, Leadership, Management
Education
New York University 2009 — 2009
Certificate in Object Oriented Programming - Java Programming, Computers
Liberty University 1992 — 1996
BS, Health Promotion
OppenheimerFunds January 2013 - February 2014
OppenheimerFunds January 2000 - December 2012
OppenheimerFunds January 1998 - January 2000
Skills
SOA, Requirements Analysis, Agile Methodologies, SharePoint, Software Project..., SDLC, Databases, Enterprise Architecture, JavaScript, Business Analysis, Visio, Software Documentation, Java Enterprise Edition, Oracle, Scrum, Web Services, Web Development, Testing, Leadership, Management
Education
New York University 2009 — 2009
Certificate in Object Oriented Programming - Java Programming, Computers
Liberty University 1992 — 1996
BS, Health Promotion
Sarah Wilbanks Sarah Wilbanks's OppenheimerFunds Experience July 2007 - April 2015
Job Skilled at computer programming in several different platforms.
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
OppenheimerFunds July 2007 - April 2015
OppenheimerFunds September 2000 - July 2007
UnitedHealthcare July 1997 - July 1998
FirstBank December 1991 - October 1994
Walt Disney World June 1992 - August 1992
Skills
COBOL, Agile Methodologies, SQL, JCL, Unix, Mainframe, Sybase, Informatica, Autosys, Agile, .NET, C#, TSO, SoapUI, Unix Shell Scripting, Expeditor, Endevor, SQL Server, Fileaid, Subversion, ETL, Eztreve, Visio, Requirements Gathering, SDLC
Education
Denver Technical College 1999 — 2000
Certificate, Information Technology
Metropolitan State College of Denver 1989 — 1995
Bachelor of Arts (BA), Hospitality Administration/Management
Charles Schwab April 2015 - Present
OppenheimerFunds July 2007 - April 2015
OppenheimerFunds September 2000 - July 2007
UnitedHealthcare July 1997 - July 1998
FirstBank December 1991 - October 1994
Walt Disney World June 1992 - August 1992
Skills
COBOL, Agile Methodologies, SQL, JCL, Unix, Mainframe, Sybase, Informatica, Autosys, Agile, .NET, C#, TSO, SoapUI, Unix Shell Scripting, Expeditor, Endevor, SQL Server, Fileaid, Subversion, ETL, Eztreve, Visio, Requirements Gathering, SDLC
Education
Denver Technical College 1999 — 2000
Certificate, Information Technology
Metropolitan State College of Denver 1989 — 1995
Bachelor of Arts (BA), Hospitality Administration/Management
Adam Carpio Adam Carpio's OppenheimerFunds Experience February 1994 - March 2005
Job Great West Financial
Industry Banking
Experience
Wells Fargo Bank December 2010 - Present
Wells Fargo Bank January 2010 - January 2012
Gap Inc January 2009 - January 2012
Lincoln Trust December 2010 - October 2011
Fiserv ISS June 2007 - August 2009
Fiserv ISS January 2007 - January 2009
Equinox Fund Management, LLC March 2005 - June 2007
Equinox Fund Management January 2005 - January 2007
OppenheimerFunds February 1994 - March 2005
OppenheimerFunds, Inc January 1994 - January 2005
Skills
Teller, Banker, Investments, Banking, Series 63, Risk Management, Credit, Financial Analysis, Strategic Financial..., Customer Service, Management, Microsoft Office, Mutual Funds, Finance, Process Improvement, 401k, Accounting, Accounts Payable, Alternative Investments, Analysis, Asset Allocation, Asset Management, Budgets, Commercial Banking, Credit Analysis, Due Diligence, Deposits, Business Analysis, Employee Benefits, Financial Modeling, Financial Services, Funding, Insurance, Human Resources, Leadership, Loan Origination, Loans, Microsoft Excel, Mortgage Lending, Negotiation, Payroll, Portfolio Management, Real Estate
Education
Red Rocks Community College 1996 — 1998
Associates, Finance, with emphasis in Hospitality, Travel & Tourism
Red Rocks Community College
Associates, Finance
Metropolitan State University of Denver 1995 — 1997
1997, Secondary Education
Metropolitan State College
Wells Fargo Bank December 2010 - Present
Wells Fargo Bank January 2010 - January 2012
Gap Inc January 2009 - January 2012
Lincoln Trust December 2010 - October 2011
Fiserv ISS June 2007 - August 2009
Fiserv ISS January 2007 - January 2009
Equinox Fund Management, LLC March 2005 - June 2007
Equinox Fund Management January 2005 - January 2007
OppenheimerFunds February 1994 - March 2005
OppenheimerFunds, Inc January 1994 - January 2005
Skills
Teller, Banker, Investments, Banking, Series 63, Risk Management, Credit, Financial Analysis, Strategic Financial..., Customer Service, Management, Microsoft Office, Mutual Funds, Finance, Process Improvement, 401k, Accounting, Accounts Payable, Alternative Investments, Analysis, Asset Allocation, Asset Management, Budgets, Commercial Banking, Credit Analysis, Due Diligence, Deposits, Business Analysis, Employee Benefits, Financial Modeling, Financial Services, Funding, Insurance, Human Resources, Leadership, Loan Origination, Loans, Microsoft Excel, Mortgage Lending, Negotiation, Payroll, Portfolio Management, Real Estate
Education
Red Rocks Community College 1996 — 1998
Associates, Finance, with emphasis in Hospitality, Travel & Tourism
Red Rocks Community College
Associates, Finance
Metropolitan State University of Denver 1995 — 1997
1997, Secondary Education
Metropolitan State College
Ross Smith, CFA Ross Smith, CFA's OppenheimerFunds Experience August 2012 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2012 - Present
OppenheimerFunds April 2012 - August 2012
OppenheimerFunds April 2011 - April 2012
Prudential Financial November 2010 - April 2011
Skills
Series 7, Series 6, Series 63, New York Life, Accident...
Education
McDaniel College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Economics
OppenheimerFunds August 2012 - Present
OppenheimerFunds April 2012 - August 2012
OppenheimerFunds April 2011 - April 2012
Prudential Financial November 2010 - April 2011
Skills
Series 7, Series 6, Series 63, New York Life, Accident...
Education
McDaniel College 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Economics
Chris Sorensen, MBA Chris Sorensen, MBA's OppenheimerFunds Experience February 2006 - March 2007
Job Finance at Blue Ocean Enterprises, Inc.
Industry Venture Capital & Private Equity
Experience
Blue Ocean Enterprises, Inc. April 2015 - Present
ProBuild Holdings November 2013 - April 2015
ProBuild Holdings January 2011 - November 2013
Northern Trust Asset Management September 2010 - January 2012
Citadel Investment Group August 2010 - January 2012
Clayton Fixed Income Services May 2007 - August 2009
OppenheimerFunds February 2006 - March 2007
RB Interior Trim and Millwork January 2000 - January 2006
Skills
Financial Modeling, Financial Reporting, Investments, Asset Management, Forecasting, Budgeting, Strategic Planning, Corporate Finance, Budgets, Hedge Funds, Finance, Strategy, Portfolio Management, Banking, Leadership, Risk Management, Operations Management, Financial Analysis, Analysis, Business Development, New Business Development, Negotiation, Project Management, Management, Financial Services, Derivatives, Cash Flow, Business Strategy, Project Planning, Due Diligence
Education
Loyola University of Chicago 2009 — 2011
Master, Business Administration
University of Colorado 2009 — 2011
Bachelor of Arts, Political Science; Law; English; and Governmental Systems
Quinlan School of Business, Loyola University Chicago 2009 — 2011
MBA, Finance and Strategic Managment
University of Colorado Boulder 2002 — 2006
BA, Political Science
Blue Ocean Enterprises, Inc. April 2015 - Present
ProBuild Holdings November 2013 - April 2015
ProBuild Holdings January 2011 - November 2013
Northern Trust Asset Management September 2010 - January 2012
Citadel Investment Group August 2010 - January 2012
Clayton Fixed Income Services May 2007 - August 2009
OppenheimerFunds February 2006 - March 2007
RB Interior Trim and Millwork January 2000 - January 2006
Skills
Financial Modeling, Financial Reporting, Investments, Asset Management, Forecasting, Budgeting, Strategic Planning, Corporate Finance, Budgets, Hedge Funds, Finance, Strategy, Portfolio Management, Banking, Leadership, Risk Management, Operations Management, Financial Analysis, Analysis, Business Development, New Business Development, Negotiation, Project Management, Management, Financial Services, Derivatives, Cash Flow, Business Strategy, Project Planning, Due Diligence
Education
Loyola University of Chicago 2009 — 2011
Master, Business Administration
University of Colorado 2009 — 2011
Bachelor of Arts, Political Science; Law; English; and Governmental Systems
Quinlan School of Business, Loyola University Chicago 2009 — 2011
MBA, Finance and Strategic Managment
University of Colorado Boulder 2002 — 2006
BA, Political Science
Craig Livoti's OppenheimerFunds Experience July 2012 - Present
Job Regional Sales Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2012 - Present
BlackRock June 2011 - January 2012
Morgan Stanley Smith Barney July 2007 - May 2011
UBS Wealth Management November 2004 - July 2007
Skills
Series 7, Hedge Funds, Equities, Asset Management, Securities, Financial Planning, Investments, Financial Markets, Portfolio Management, Retirement Planning, Fixed Income, Financial Analysis, ETFs, Mutual Funds, Series 63, Strategic Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Account Management, Sales Management, Strategic Financial..., Financial Advisory, Financial Services, Bonds
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Business and Economics
SHS
OppenheimerFunds July 2012 - Present
BlackRock June 2011 - January 2012
Morgan Stanley Smith Barney July 2007 - May 2011
UBS Wealth Management November 2004 - July 2007
Skills
Series 7, Hedge Funds, Equities, Asset Management, Securities, Financial Planning, Investments, Financial Markets, Portfolio Management, Retirement Planning, Fixed Income, Financial Analysis, ETFs, Mutual Funds, Series 63, Strategic Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Account Management, Sales Management, Strategic Financial..., Financial Advisory, Financial Services, Bonds
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Business and Economics
SHS
Nicole Alflen Nicole Alflen's OppenheimerFunds Experience August 2007 - October 2014
Job Project Manager
Industry Information Technology and Services
Experience
OppenheimerFunds August 2007 - October 2014
Great West Life March 2007 - August 2007
Travelport (Galileo / Cendant) - Contractor February 2006 - March 2007
Level 3 Communications June 2005 - February 2006
Lakeshore Staffing Group, Temp Agency 2002 - 2005
Occupation Safety & Heath Administration / Department of Labor August 2003 - September 2003
Colorado Army National Guard March 1998 - June 2002
US Army October 1989 - October 1994
Skills
SDLC, Vendor Management, Business Analysis, PMO, Agile Project Management, Program Management, PMP, Process Improvement, Project Portfolio..., Risk Management, Requirements Analysis, Mutual Funds, Project Management, Financial Services, Change Management, Requirements Gathering, Analysis, Customer Service, Quality Assurance, Investments
Education
Metropolitan State College of Denver 1998 — 2002
BS, Computer Info Systems
OppenheimerFunds August 2007 - October 2014
Great West Life March 2007 - August 2007
Travelport (Galileo / Cendant) - Contractor February 2006 - March 2007
Level 3 Communications June 2005 - February 2006
Lakeshore Staffing Group, Temp Agency 2002 - 2005
Occupation Safety & Heath Administration / Department of Labor August 2003 - September 2003
Colorado Army National Guard March 1998 - June 2002
US Army October 1989 - October 1994
Skills
SDLC, Vendor Management, Business Analysis, PMO, Agile Project Management, Program Management, PMP, Process Improvement, Project Portfolio..., Risk Management, Requirements Analysis, Mutual Funds, Project Management, Financial Services, Change Management, Requirements Gathering, Analysis, Customer Service, Quality Assurance, Investments
Education
Metropolitan State College of Denver 1998 — 2002
BS, Computer Info Systems
Christie Alford's OppenheimerFunds Experience February 1992 - October 1993
Job
Industry Accounting
Experience
AngloGold Ashanti October 2012 - Present
CenturyLink June 2005 - June 2012
Janus Capital Group, Inc. August 1995 - December 2004
Janus Capital Group, Inc. October 1993 - August 1995
OppenheimerFunds February 1992 - October 1993
OppenheimerFunds June 1990 - February 1992
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, PeopleSoft Financial, Hyperion HFM, SAP ERP, Compilation Of..., Sarbanes-Oxley, General Ledger, Mutual Funds, Monthly Closing, Stock Compensation, DST Portfolio System, Fixed Asset Depreciation, Mine Reclamation, JD Edwards, Account Reconciliation, Analysis, Consolidation, Financial Statements, GAAP, Sarbanes-Oxley Act, Variance Analysis
Education
Metropolitan State University of Denver
Bachelor’s Degree
University of Phoenix
MA
AngloGold Ashanti October 2012 - Present
CenturyLink June 2005 - June 2012
Janus Capital Group, Inc. August 1995 - December 2004
Janus Capital Group, Inc. October 1993 - August 1995
OppenheimerFunds February 1992 - October 1993
OppenheimerFunds June 1990 - February 1992
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, PeopleSoft Financial, Hyperion HFM, SAP ERP, Compilation Of..., Sarbanes-Oxley, General Ledger, Mutual Funds, Monthly Closing, Stock Compensation, DST Portfolio System, Fixed Asset Depreciation, Mine Reclamation, JD Edwards, Account Reconciliation, Analysis, Consolidation, Financial Statements, GAAP, Sarbanes-Oxley Act, Variance Analysis
Education
Metropolitan State University of Denver
Bachelor’s Degree
University of Phoenix
MA
Chris Denike's OppenheimerFunds Experience 2014 - 2015
Job Solution Engineer / Enterprise Data Warehouse Analyst at Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds 2014 - 2015
OppenheimerFunds May 2012 - 2014
Janus Capital Group September 2007 - May 2012
Great West Life May 2006 - September 2007
Comcast 2005 - 2006
Invesco Funds Group / AIM Investments 1999 - 2005
Skills
Oracle, Unix, SDLC, SQL, Business Intelligence, Agile Methodologies, ETL, Perl, C, Business Analysis, Data Warehousing, Databases, Integration, Requirements Analysis, Vendor Management, Autosys, Denodo, Python, JIRA, Confluence, Informatica, Informatica..., PL/SQL, Microsoft SQL Server, Toad, Requirements Gathering, Shell Scripting, PostgreSQL, Visio
Education
Metropolitan State University of Denver
B.S., Computer Science
University of Colorado Denver
M.S., Computer Science
OppenheimerFunds 2014 - 2015
OppenheimerFunds May 2012 - 2014
Janus Capital Group September 2007 - May 2012
Great West Life May 2006 - September 2007
Comcast 2005 - 2006
Invesco Funds Group / AIM Investments 1999 - 2005
Skills
Oracle, Unix, SDLC, SQL, Business Intelligence, Agile Methodologies, ETL, Perl, C, Business Analysis, Data Warehousing, Databases, Integration, Requirements Analysis, Vendor Management, Autosys, Denodo, Python, JIRA, Confluence, Informatica, Informatica..., PL/SQL, Microsoft SQL Server, Toad, Requirements Gathering, Shell Scripting, PostgreSQL, Visio
Education
Metropolitan State University of Denver
B.S., Computer Science
University of Colorado Denver
M.S., Computer Science
Dan Engstrom's OppenheimerFunds Experience July 2003 - Present
Job Experienced Operations and Technology Leader in Investment Management (Mutual Funds)
Industry Investment Management
Experience
OppenheimerFunds July 2003 - Present
OppenheimerFunds April 1999 - July 2003
OppenheimerFunds August 1990 - April 1999
Columbia Savings and Loan July 1989 - August 1990
Skills
Mutual Funds, Equities, Bloomberg, Asset Managment, Fund Accounting, Securities, Portfolio Management, Investments, Risk Management, Financial Analysis
Education
Regis University 1996 — 1998
Master of Business Administration (M.B.A.)
Metropolitan State University of Denver 1985 — 1989
Bachelor of Science, Finance / Accounting
OppenheimerFunds July 2003 - Present
OppenheimerFunds April 1999 - July 2003
OppenheimerFunds August 1990 - April 1999
Columbia Savings and Loan July 1989 - August 1990
Skills
Mutual Funds, Equities, Bloomberg, Asset Managment, Fund Accounting, Securities, Portfolio Management, Investments, Risk Management, Financial Analysis
Education
Regis University 1996 — 1998
Master of Business Administration (M.B.A.)
Metropolitan State University of Denver 1985 — 1989
Bachelor of Science, Finance / Accounting
Jeffrey Baumgartner CFA J.D.'s OppenheimerFunds Experience 1994 - 2011
Job Law and Finance Professional
Industry Financial Services
Experience
University of Denver -Sturm College of Law 2012 - May 2015
OppenheimerFunds 1994 - 2011
Skills
Mutual Funds, Financial Services, Series 7, Fixed Income, Alternative Investments, Financial Analysis, Chartered Financial..., Bloomberg, Asset Management, Supervisory Skills
Education
University of Denver - Sturm College of Law 2012 — 2015
Juris Doctor (J.D.)
University of Colorado Denver 1996 — 1998
Masters, Finance
Metropolitan State College of Denver 1989 — 1993
Bachelors, Finance
University of Denver -Sturm College of Law 2012 - May 2015
OppenheimerFunds 1994 - 2011
Skills
Mutual Funds, Financial Services, Series 7, Fixed Income, Alternative Investments, Financial Analysis, Chartered Financial..., Bloomberg, Asset Management, Supervisory Skills
Education
University of Denver - Sturm College of Law 2012 — 2015
Juris Doctor (J.D.)
University of Colorado Denver 1996 — 1998
Masters, Finance
Metropolitan State College of Denver 1989 — 1993
Bachelors, Finance
Philip Trimble, CIMA's OppenheimerFunds Experience 1993 - 1998
Job Sales Manager at Wells Fargo Funds Distributor, LLC
Industry Financial Services
Experience
Wells Fargo Funds Distributor, LLC January 2010 - Present
Wells Fargo, Funds Management Group June 2005 - December 2009
Janus 2003 - 2005
Nuveen 1998 - 2000
Nuveen Investments 1998 - 2000
oppenheimerfunds 1993 - 1998
Education
Kenyon College 1980 — 1984
The Episcopal Academy 1968 — 1980
Wells Fargo Funds Distributor, LLC January 2010 - Present
Wells Fargo, Funds Management Group June 2005 - December 2009
Janus 2003 - 2005
Nuveen 1998 - 2000
Nuveen Investments 1998 - 2000
oppenheimerfunds 1993 - 1998
Education
Kenyon College 1980 — 1984
The Episcopal Academy 1968 — 1980
Anne McNaughton's OppenheimerFunds Experience May 2006 - August 2007
Job Senior Software Engineer at Lockheed Martin, IS&GS Defense
Industry Computer Software
Experience
Lockheed Martin, IS&GS Defense March 2008 - Present
Lockheed Martin, IS&GS Defense March 2008 - Present
Ciber August 2007 - March 2008
OppenheimerFunds May 2006 - August 2007
Raytheon March 2003 - March 2006
AT&T Broadband, purchased by Comcast Corp. August 2001 - March 2003
Level 3 Communications June 2000 - June 2001
Skills
XML, Java, J2EE Web Services, J2EE Application..., SOA, WSDL, GUI development, C#, WPF Development, Agile Methodologies, SOAP, SoapUI, C++, Microsoft Visual Studio..., SQL, Oracle, Microsoft SQL Server, Sybase, Oracle SQL Developer, Toad, SQL Server Management..., Subversion, Kanban, Web Applications, JBoss Application Server, Python, Software Development, Eclipse, Java Enterprise Edition
Education
University of Colorado at Denver 2002 — 2006
completed 3/4 of Master of Science, Computer Graphics and Mathematics, 3.5/4.0 GPA
Metropolitan State College of Denver 1997 — 2000
Bachelor of Science (BS), Computer Science and Mathematics, 3.9/4.0 GPA (Magna Cum Laude)
Lockheed Martin, IS&GS Defense March 2008 - Present
Lockheed Martin, IS&GS Defense March 2008 - Present
Ciber August 2007 - March 2008
OppenheimerFunds May 2006 - August 2007
Raytheon March 2003 - March 2006
AT&T Broadband, purchased by Comcast Corp. August 2001 - March 2003
Level 3 Communications June 2000 - June 2001
Skills
XML, Java, J2EE Web Services, J2EE Application..., SOA, WSDL, GUI development, C#, WPF Development, Agile Methodologies, SOAP, SoapUI, C++, Microsoft Visual Studio..., SQL, Oracle, Microsoft SQL Server, Sybase, Oracle SQL Developer, Toad, SQL Server Management..., Subversion, Kanban, Web Applications, JBoss Application Server, Python, Software Development, Eclipse, Java Enterprise Edition
Education
University of Colorado at Denver 2002 — 2006
completed 3/4 of Master of Science, Computer Graphics and Mathematics, 3.5/4.0 GPA
Metropolitan State College of Denver 1997 — 2000
Bachelor of Science (BS), Computer Science and Mathematics, 3.9/4.0 GPA (Magna Cum Laude)
Robert Quintana's OppenheimerFunds Experience September 2011 - February 2012
Job Financial Services Professional
Industry Financial Services
Experience
OppenheimerFunds September 2011 - February 2012
Lincoln Trust Company October 2007 - September 2010
Fiserv ISS April 2007 - October 2007
INVESCO/AIM Investments April 2001 - April 2007
OppenheimerFunds 1993 - 2001
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Strategy, Life Insurance, 401k, Customer Service, Management, Mutual Funds, Securities, Business Planning, Asset Managment, Series 7, Series 63, Forecasting, Portfolio Management, Asset Management, Retirement
Education
Metropolitan State University of Denver 1990 — 1994
OppenheimerFunds September 2011 - February 2012
Lincoln Trust Company October 2007 - September 2010
Fiserv ISS April 2007 - October 2007
INVESCO/AIM Investments April 2001 - April 2007
OppenheimerFunds 1993 - 2001
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Strategy, Life Insurance, 401k, Customer Service, Management, Mutual Funds, Securities, Business Planning, Asset Managment, Series 7, Series 63, Forecasting, Portfolio Management, Asset Management, Retirement
Education
Metropolitan State University of Denver 1990 — 1994
Elena Luneva's OppenheimerFunds Experience June 2009 - January 2010
Job Director of Product at LiquidSpace
Industry Design
Experience
LiquidSpace October 2014 - Present
The Crafty Rascal June 2012 - Present
Taproot Foundation May 2011 - Present
OpenTable February 2013 - October 2014
Satori Consulting September 2010 - October 2012
Rentricity Inc.- Renewable Hydrokinetic Energy Recovery July 2010 - December 2011
Cleantech Group January 2010 - December 2010
OppenheimerFunds June 2009 - January 2010
Stern, New York University 2008 - January 2010
BlackRock Financial Management 2005 - April 2009
Skills
Risk Management, Management Consulting, Business Strategy, Team Leadership, Renewable Energy, Cleantech, Sustainability, Energy Efficiency, Corporate Social..., Start-ups, Entrepreneurship, Strategy Development, Competitive Analysis, Business Analysis, Program Management, Product Management, New Business Development, International Business, Negotiation, Strategic Planning, Strategy, Enterprise Software, Training, Budgets, Cross-functional Team..., Business Process..., Change Management, Business Planning, Management, Project Management, Marketing, Product Development, Portfolio Management, Energy, Business Development, Analysis, CRM, Product Marketing, Market Analysis, Strategic Partnerships, Process Improvement, Investments, Business Transformation, SDLC, Mergers & Acquisitions, Financial Modeling, Finance, Executive Management, Due Diligence, Analytics
Education
London Business School 2010 — 2010
MBA
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
New York University 2001 — 2005
BA
Paul D. Schreiberg
LiquidSpace October 2014 - Present
The Crafty Rascal June 2012 - Present
Taproot Foundation May 2011 - Present
OpenTable February 2013 - October 2014
Satori Consulting September 2010 - October 2012
Rentricity Inc.- Renewable Hydrokinetic Energy Recovery July 2010 - December 2011
Cleantech Group January 2010 - December 2010
OppenheimerFunds June 2009 - January 2010
Stern, New York University 2008 - January 2010
BlackRock Financial Management 2005 - April 2009
Skills
Risk Management, Management Consulting, Business Strategy, Team Leadership, Renewable Energy, Cleantech, Sustainability, Energy Efficiency, Corporate Social..., Start-ups, Entrepreneurship, Strategy Development, Competitive Analysis, Business Analysis, Program Management, Product Management, New Business Development, International Business, Negotiation, Strategic Planning, Strategy, Enterprise Software, Training, Budgets, Cross-functional Team..., Business Process..., Change Management, Business Planning, Management, Project Management, Marketing, Product Development, Portfolio Management, Energy, Business Development, Analysis, CRM, Product Marketing, Market Analysis, Strategic Partnerships, Process Improvement, Investments, Business Transformation, SDLC, Mergers & Acquisitions, Financial Modeling, Finance, Executive Management, Due Diligence, Analytics
Education
London Business School 2010 — 2010
MBA
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
New York University 2001 — 2005
BA
Paul D. Schreiberg
Caleb Wong's OppenheimerFunds Experience July 1996 - February 1999
Job VP Senior Portfolio Manager at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds, Inc. February 1999 - Present
Oppenheimerfunds July 1996 - February 1999
University of Chicago, Graduate School of Business September 1991 - March 1994
Merrill Lynch Capital Markets, Public Finance Group August 1987 - August 1989
Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Optimization, Portfolio Management, Investments, Derivatives, Bonds, Valuation, Investment Banking, Mutual Funds
Education
The University of Chicago 1989 — 1996
MA, Economics
Massachusetts Institute of Technology 1983 — 1987
B.S., Computer Science
Massachusetts Institute of Technology 1983 — 1987
B.S., Management
Newport High School
OppenheimerFunds, Inc. February 1999 - Present
Oppenheimerfunds July 1996 - February 1999
University of Chicago, Graduate School of Business September 1991 - March 1994
Merrill Lynch Capital Markets, Public Finance Group August 1987 - August 1989
Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Optimization, Portfolio Management, Investments, Derivatives, Bonds, Valuation, Investment Banking, Mutual Funds
Education
The University of Chicago 1989 — 1996
MA, Economics
Massachusetts Institute of Technology 1983 — 1987
B.S., Computer Science
Massachusetts Institute of Technology 1983 — 1987
B.S., Management
Newport High School
Andrea Withrow's OppenheimerFunds Experience May 2013 - Present
Job Retirement Plans Implementation Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2013 - Present
OppenheimerFunds, Inc October 2005 - May 2013
Association of the United States Army - Denver / Centennial Chapter December 2011 - Present
Sunburst Homeowners Association Board of Directors October 2009 - Present
Rocky Mountain Area Conference for Finance and Audit Professionals 2013 - 2013
Sunburst Homeowners Association Board of Directors October 2003 - October 2009
OppenheimerFunds April 1996 - October 2005
Skills
Auditing, Investments, Negotiation, Internal Controls, Management, Team Building, Process Improvement, Project Management, Risk Management, Operating Budgets, Event Planning, Fundraising, Risk Assessment, Public Speaking, Mutual Funds, Internal Audit, Data Analysis, Relationship Management, Software Documentation, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Financial Reporting, Analysis, Leadership, Team Leadership, Access, Business Continuity, Financial Risk, Business Analysis, IT Audit, Financial Services, Fraud, Business Process..., SEC filings, CRM, Governance, Accounting
Education
Metropolitan State University of Denver 1989 — 1995
Bachelors, History and Behavioral Sciences
OppenheimerFunds May 2013 - Present
OppenheimerFunds, Inc October 2005 - May 2013
Association of the United States Army - Denver / Centennial Chapter December 2011 - Present
Sunburst Homeowners Association Board of Directors October 2009 - Present
Rocky Mountain Area Conference for Finance and Audit Professionals 2013 - 2013
Sunburst Homeowners Association Board of Directors October 2003 - October 2009
OppenheimerFunds April 1996 - October 2005
Skills
Auditing, Investments, Negotiation, Internal Controls, Management, Team Building, Process Improvement, Project Management, Risk Management, Operating Budgets, Event Planning, Fundraising, Risk Assessment, Public Speaking, Mutual Funds, Internal Audit, Data Analysis, Relationship Management, Software Documentation, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Financial Reporting, Analysis, Leadership, Team Leadership, Access, Business Continuity, Financial Risk, Business Analysis, IT Audit, Financial Services, Fraud, Business Process..., SEC filings, CRM, Governance, Accounting
Education
Metropolitan State University of Denver 1989 — 1995
Bachelors, History and Behavioral Sciences
Arleen Liddell's OppenheimerFunds Experience 2003 - 2007
Job Accounting Professional
Industry Accounting
Experience
OppenheimerFunds 2003 - 2007
Skills
General Ledger, Financial Accounting, Financial Analysis, Accounting
Education
Metropolitan State University of Denver
OppenheimerFunds 2003 - 2007
Skills
General Ledger, Financial Accounting, Financial Analysis, Accounting
Education
Metropolitan State University of Denver
Bill Tschanz, MBA, CRPC's OppenheimerFunds Experience October 2006 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2006 - Present
Skills
Series 63, Mutual Funds, Series 7, Separately Managed..., Asset Allocation, 401k, Retirement Planning, Alternative Investments, Retirement, Investments, Wealth Management, Fixed Annuities, Investment Strategies, Qualified Retirement..., Asset Managment, Securities
Education
University of Wisconsin-Milwaukee 1996 — 2000
Master of Business Administration (MBA), Finance
Marquette University 1990 — 1994
Bachelor of Science (BS), Finance
OppenheimerFunds October 2006 - Present
Skills
Series 63, Mutual Funds, Series 7, Separately Managed..., Asset Allocation, 401k, Retirement Planning, Alternative Investments, Retirement, Investments, Wealth Management, Fixed Annuities, Investment Strategies, Qualified Retirement..., Asset Managment, Securities
Education
University of Wisconsin-Milwaukee 1996 — 2000
Master of Business Administration (MBA), Finance
Marquette University 1990 — 1994
Bachelor of Science (BS), Finance
Sara Rosenblatt's OppenheimerFunds Experience January 2011 - Present
Job VP, Digital Experience at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2011 - Present
E*Trade Financial October 2004 - January 2011
JPMorgan Chase January 1999 - October 2004
Citibank July 1997 - January 1999
Skills
Integrated Marketing, Direct Marketing, Segmentation, Multi-channel Marketing, Strategic Partnerships, Marketing Strategy, Relationship Management, CRM, Competitive Analysis, Lead Generation, Analytics, Business Development, Product Marketing, Cross-functional Team..., Customer Experience, Customer Acquisition, Social Media, Digital Marketing, Asset Management, Mutual Funds
Education
Lehigh University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Westfield High School 1989 — 1993
OppenheimerFunds January 2011 - Present
E*Trade Financial October 2004 - January 2011
JPMorgan Chase January 1999 - October 2004
Citibank July 1997 - January 1999
Skills
Integrated Marketing, Direct Marketing, Segmentation, Multi-channel Marketing, Strategic Partnerships, Marketing Strategy, Relationship Management, CRM, Competitive Analysis, Lead Generation, Analytics, Business Development, Product Marketing, Cross-functional Team..., Customer Experience, Customer Acquisition, Social Media, Digital Marketing, Asset Management, Mutual Funds
Education
Lehigh University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Westfield High School 1989 — 1993
Ashish Shrivastava's OppenheimerFunds Experience January 2013 - Present
Job Asst. Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2013 - Present
OppenheimerFunds January 2008 - December 2012
AMS 1999 - 2004
American Management Systems (AMS) 1999 - 2003
Mahindra BT 1996 - 1998
Skills
Data Warehousing, Analytics, Business Analysis, Business Intelligence, CRM, Data Integration, Data Modeling, ETL, Enterprise Architecture, Informatica, Vendor Management, Solution Architecture, Oracle, OBIEE, Master Data Management, IT Strategy, Program Management, Requirements Analysis, Software Project..., SDLC, Requirements Gathering, Integration, Unix, Agile Methodologies, Siebel, Business Process
Education
Maulana Azad National Institute of Technology
OppenheimerFunds January 2013 - Present
OppenheimerFunds January 2008 - December 2012
AMS 1999 - 2004
American Management Systems (AMS) 1999 - 2003
Mahindra BT 1996 - 1998
Skills
Data Warehousing, Analytics, Business Analysis, Business Intelligence, CRM, Data Integration, Data Modeling, ETL, Enterprise Architecture, Informatica, Vendor Management, Solution Architecture, Oracle, OBIEE, Master Data Management, IT Strategy, Program Management, Requirements Analysis, Software Project..., SDLC, Requirements Gathering, Integration, Unix, Agile Methodologies, Siebel, Business Process
Education
Maulana Azad National Institute of Technology
Jean-Charles, Audrey's OppenheimerFunds Experience January 2000 - Present
Job Associate Programming Analyst
Industry Program Development
Experience
OppenheimerFunds January 2000 - Present
Education
LIU Brooklyn 1998 — 2000
MA, Computer Science
Liberty University 1992 — 1996
BA, Health Administration
OppenheimerFunds January 2000 - Present
Education
LIU Brooklyn 1998 — 2000
MA, Computer Science
Liberty University 1992 — 1996
BA, Health Administration
Krista Brandt's OppenheimerFunds Experience January 2006 - May 2007
Job at
Industry Accounting
Experience
Critical Nurse Staffing Inc September 2015 - Present
Critical Nurse Staffing, Inc. April 2013 - September 2015
Chadwick, Steinkirchner, Davis & Co PC January 2009 - May 2012
Echostar June 2007 - March 2008
OppenheimerFunds January 2006 - May 2007
FirsTier Bank April 2004 - January 2006
Choice Hotels International January 2002 - December 2003
Skills
Tax Preparation, Accounting, Tax, Financial Accounting, Financial Reporting, Compilation Of..., Account Reconciliation
Education
Metropolitan State University of Denver 2006 — 2008
BS, Accounting
Critical Nurse Staffing Inc September 2015 - Present
Critical Nurse Staffing, Inc. April 2013 - September 2015
Chadwick, Steinkirchner, Davis & Co PC January 2009 - May 2012
Echostar June 2007 - March 2008
OppenheimerFunds January 2006 - May 2007
FirsTier Bank April 2004 - January 2006
Choice Hotels International January 2002 - December 2003
Skills
Tax Preparation, Accounting, Tax, Financial Accounting, Financial Reporting, Compilation Of..., Account Reconciliation
Education
Metropolitan State University of Denver 2006 — 2008
BS, Accounting
Jularluck Chua (June)'s OppenheimerFunds Experience April 2010 - September 2010
Job Trade Settlements Senior Operations Specialist
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman October 2011 - June 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds April 2010 - September 2010
OppenheimerFunds March 2008 - April 2010
Frontier Airlines March 2007 - December 2007
Frontier Airlines June 2006 - March 2007
Skills
Customer Service, Outlook, PowerPoint, Vendor Relations, Scheduling, Detail Orientation, Financial Analysis, Data Analysis, Financial Reporting, Customer Experience, Customer Engagement, Client Service, Marketing Communications, Articulate, Timeliness, Customer Presentations, Volunteer Coordination, Volunteer Management, Negotiation, Telephone Skills, Project Coordination, Qualitative Research, Conflict Resolution
Education
Regis University 2009 — 2012
Master of Business Administration (M.B.A.), Accounting, Finance, and Marketing
Loyola University Chicago 2003 — 2004
Bachelors in Business Administration, Marketing
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman October 2011 - June 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds April 2010 - September 2010
OppenheimerFunds March 2008 - April 2010
Frontier Airlines March 2007 - December 2007
Frontier Airlines June 2006 - March 2007
Skills
Customer Service, Outlook, PowerPoint, Vendor Relations, Scheduling, Detail Orientation, Financial Analysis, Data Analysis, Financial Reporting, Customer Experience, Customer Engagement, Client Service, Marketing Communications, Articulate, Timeliness, Customer Presentations, Volunteer Coordination, Volunteer Management, Negotiation, Telephone Skills, Project Coordination, Qualitative Research, Conflict Resolution
Education
Regis University 2009 — 2012
Master of Business Administration (M.B.A.), Accounting, Finance, and Marketing
Loyola University Chicago 2003 — 2004
Bachelors in Business Administration, Marketing
Jennifer (jennifer.l.minyard@gmail.com) Minyard's OppenheimerFunds Experience April 2014 - August 2015
Job IT Management Professional
Industry Computer Software
Experience
OppenheimerFunds April 2014 - August 2015
Aurora Bank FSB 2007 - December 2012
City of Greenwood Village April 2004 - March 2007
Dealer Information Systems February 2002 - September 2006
Duke Energy December 2000 - February 2002
Skills
Project Management, SQL, Business Objects, Microsoft SQL Server, Leadership, Databases, Business Intelligence, ETL, Vendor Management, SSIS, Integration, Access, Crystal Reports, Testing, Oracle, SDLC, Agile Methodologies, Business Analysis, Management, Process Improvement
Education
PMI
PMP
ITIL
ITIL Certification
Metropolitan State College of Denver
Bachelor of Science, Computer Information Systems
OppenheimerFunds April 2014 - August 2015
Aurora Bank FSB 2007 - December 2012
City of Greenwood Village April 2004 - March 2007
Dealer Information Systems February 2002 - September 2006
Duke Energy December 2000 - February 2002
Skills
Project Management, SQL, Business Objects, Microsoft SQL Server, Leadership, Databases, Business Intelligence, ETL, Vendor Management, SSIS, Integration, Access, Crystal Reports, Testing, Oracle, SDLC, Agile Methodologies, Business Analysis, Management, Process Improvement
Education
PMI
PMP
ITIL
ITIL Certification
Metropolitan State College of Denver
Bachelor of Science, Computer Information Systems
Sharita Clopton's OppenheimerFunds Experience March 2008 - November 2009
Job Communication Specailist at US Army
Industry Leisure, Travel & Tourism
Experience
US Army June 2011 - Present
OppenheimerFunds March 2008 - November 2009
Columbia Management Services (Subsidiary of Bank of America) June 2004 - July 2007
Metropolitan State College of Denver September 2002 - April 2004
First Data Corporation January 1999 - April 2002
Skills
Call Center, Data Entry, Leadership, Microsoft Money, Microsoft Office
Education
Metropolitan State University of Denver 2001 — 2007
B.A., Speech Commnication
US Army June 2011 - Present
OppenheimerFunds March 2008 - November 2009
Columbia Management Services (Subsidiary of Bank of America) June 2004 - July 2007
Metropolitan State College of Denver September 2002 - April 2004
First Data Corporation January 1999 - April 2002
Skills
Call Center, Data Entry, Leadership, Microsoft Money, Microsoft Office
Education
Metropolitan State University of Denver 2001 — 2007
B.A., Speech Commnication
Sheila Fuller's OppenheimerFunds Experience April 2001 - July 2008
Job Director Relationship Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company MainStay Investments September 2012 - Present
New York Life July 2008 - Present
OppenheimerFunds April 2001 - July 2008
JP Morgan Chase March 2000 - April 2001
Merrill Lynch 1997 - 2000
ML Life Insurance Company of New York 1997 - 1998
Skills
Series 7, Series 63, Insurance, Mutual Funds, Series 6, Investments, Retirement Planning, Wealth Management, Securities, 401k, Retirement, Fixed Annuities
Education
Merrimack College 1992 — 1996
New York Life Insurance Company MainStay Investments September 2012 - Present
New York Life July 2008 - Present
OppenheimerFunds April 2001 - July 2008
JP Morgan Chase March 2000 - April 2001
Merrill Lynch 1997 - 2000
ML Life Insurance Company of New York 1997 - 1998
Skills
Series 7, Series 63, Insurance, Mutual Funds, Series 6, Investments, Retirement Planning, Wealth Management, Securities, 401k, Retirement, Fixed Annuities
Education
Merrimack College 1992 — 1996
Marcelo Salas's OppenheimerFunds Experience December 2000 - July 2005
Job Director, Sales at CrediFi
Industry Commercial Real Estate
Experience
CrediFi May 2015 - Present
Real Capital Analytics May 2011 - April 2015
TheMarkets.com May 2007 - May 2011
Informa Global Markets August 2005 - May 2007
OppenheimerFunds December 2000 - July 2005
Bluestone Capital / Trade.Com November 1999 - November 2000
Skills
Hedge Funds, New Business Development, Private Equity, Capital Markets, Asset Management, Emerging Markets, Valuation, Fixed Income, Equities, Trading, Financial Markets, Investment Banking, Investments, Credit Derivatives, Financial Modeling, Structured Finance
Education
Lehigh University 1994 — 1998
Bachelor of Arts
Long Branch High School 1990 — 1994
CrediFi May 2015 - Present
Real Capital Analytics May 2011 - April 2015
TheMarkets.com May 2007 - May 2011
Informa Global Markets August 2005 - May 2007
OppenheimerFunds December 2000 - July 2005
Bluestone Capital / Trade.Com November 1999 - November 2000
Skills
Hedge Funds, New Business Development, Private Equity, Capital Markets, Asset Management, Emerging Markets, Valuation, Fixed Income, Equities, Trading, Financial Markets, Investment Banking, Investments, Credit Derivatives, Financial Modeling, Structured Finance
Education
Lehigh University 1994 — 1998
Bachelor of Arts
Long Branch High School 1990 — 1994
Carmela DiMeo's OppenheimerFunds Experience March 2012 - May 2014
Job SVP, Head of Marketing Americas at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments May 2014 - Present
OppenheimerFunds March 2012 - May 2014
AllianceBernstein 2008 - March 2012
AllianceBernstein 2004 - 2008
Brown Brothers Harriman 2002 - 2004
Sanford C. Bernstein & Co. Inc. 1997 - 2001
Sanford C. Bernstein & Co., Inc. 1995 - 1997
Skills
Product Marketing, Cross-functional Team..., Integrated Marketing, Marketing Strategy, Series 7, Management, Series 24, Asset Management, CRM, Fixed Income, Financial Services, Digital Marketing, Investments, Mutual Funds, Marketing, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & Marketing
Long Island University 1991 — 1995
BA, International Studies
PineBridge Investments May 2014 - Present
OppenheimerFunds March 2012 - May 2014
AllianceBernstein 2008 - March 2012
AllianceBernstein 2004 - 2008
Brown Brothers Harriman 2002 - 2004
Sanford C. Bernstein & Co. Inc. 1997 - 2001
Sanford C. Bernstein & Co., Inc. 1995 - 1997
Skills
Product Marketing, Cross-functional Team..., Integrated Marketing, Marketing Strategy, Series 7, Management, Series 24, Asset Management, CRM, Fixed Income, Financial Services, Digital Marketing, Investments, Mutual Funds, Marketing, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & Marketing
Long Island University 1991 — 1995
BA, International Studies
Lou Galletto's OppenheimerFunds Experience November 1989 - November 2003
Job Director, Wealth Management Services at Hinrichs Flanagan Financial
Industry Financial Services
Experience
Hinrichs Flanagan Financial January 2004 - Present
OppenheimerFunds November 1989 - November 2003
Shearson Lehman Hutton September 1988 - November 1989
Skills
Mutual Funds
Education
Marietta College 1979 — 1983
Hinrichs Flanagan Financial January 2004 - Present
OppenheimerFunds November 1989 - November 2003
Shearson Lehman Hutton September 1988 - November 1989
Skills
Mutual Funds
Education
Marietta College 1979 — 1983
Paul Niederhoff's OppenheimerFunds Experience March 1995 - February 1998
Job programmer at Elavon
Industry Banking
Experience
Elavon, Inc. February 2008 - Present
U.S. Bank November 2006 - February 2008
Citigroup July 1999 - November 2006
Sungard February 1998 - July 1999
OppenheimerFunds March 1995 - February 1998
ctg June 1990 - March 1995
Education
State University of New York at Buffalo - School of Management 1988 — 1990
Master of Business Administration (MBA)
Knox College 1984 — 1988
Elavon, Inc. February 2008 - Present
U.S. Bank November 2006 - February 2008
Citigroup July 1999 - November 2006
Sungard February 1998 - July 1999
OppenheimerFunds March 1995 - February 1998
ctg June 1990 - March 1995
Education
State University of New York at Buffalo - School of Management 1988 — 1990
Master of Business Administration (MBA)
Knox College 1984 — 1988
Darius Senkus's OppenheimerFunds Experience August 2006 - November 2010
Job Programmer Analyst at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2010 - November 2014
OppenheimerFunds August 2006 - November 2010
QAD June 2005 - June 2006
Oracle September 2002 - June 2005
JD Edwards September 1997 - September 2002
Startek 1995 - 1997
Skills
Testing, Quality Assurance, Test Planning, Regression Testing, Manual Testing, Test Automation, Test Cases, Requirements Analysis, SDLC, Software Quality..., SQL, Quality Center, Unix, Oracle, QTP, Test Management, PL/SQL, Weblogic, XML, Software Development, Enterprise Software, Defect Tracking, Java, Databases, Agile Methodologies, Business Analysis, Integration, Requirements Gathering, SharePoint
Education
Metropolitan State University of Denver 1996 — 2002
B.S., Information Technology
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2010 - November 2014
OppenheimerFunds August 2006 - November 2010
QAD June 2005 - June 2006
Oracle September 2002 - June 2005
JD Edwards September 1997 - September 2002
Startek 1995 - 1997
Skills
Testing, Quality Assurance, Test Planning, Regression Testing, Manual Testing, Test Automation, Test Cases, Requirements Analysis, SDLC, Software Quality..., SQL, Quality Center, Unix, Oracle, QTP, Test Management, PL/SQL, Weblogic, XML, Software Development, Enterprise Software, Defect Tracking, Java, Databases, Agile Methodologies, Business Analysis, Integration, Requirements Gathering, SharePoint
Education
Metropolitan State University of Denver 1996 — 2002
B.S., Information Technology
Jeff Botwinick's OppenheimerFunds Experience July 2005 - Present
Job VP Regional Sales Manager Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds July 2005 - Present
AIM Distributors July 2003 - May 2005
INVESCO Distributors July 2000 - July 2003
Skills
CRPC, Mutual Funds, Series 7, Series 63, Retirement Planning, Wealth Management, Sales Management, Asset Allocation, Investments, Alternative Investments, Investment Advisory, Retirement
Education
Lycoming College 1987 — 2001
BA, Economics
OppenheimerFunds July 2005 - Present
AIM Distributors July 2003 - May 2005
INVESCO Distributors July 2000 - July 2003
Skills
CRPC, Mutual Funds, Series 7, Series 63, Retirement Planning, Wealth Management, Sales Management, Asset Allocation, Investments, Alternative Investments, Investment Advisory, Retirement
Education
Lycoming College 1987 — 2001
BA, Economics
Jeff Dong's OppenheimerFunds Experience April 1995 - February 1997
Job Sr. System Infrastructure Engineer at S&P Capital IQ
Industry Publishing
Experience
S&P Capital IQ October 2013 - Present
Atos October 2012 - September 2013
The McGraw Hill Companies February 1997 - October 2012
OppenheimerFunds April 1995 - February 1997
New York University October 1990 - April 1995
Skills
Servers, Disaster Recovery, VMware ESX, Infrastructure, Windows Server, Storage Area Networks, VMware, Virtualization, Data Center, Server Architecture, DNS, Cluster, HP Server Hardware, Netbackup, Enterprise Architecture, Hyper-V, Business Continuity, Active Directory, IT Operations, SAN, Dell PowerEdge Servers, HP Proliant, vSphere, High Availability, VMware Infrastructure, ITIL, Powershell, Microsoft Cluster, System Deployment, Group Policy, NAS, VMware Workstation, HP Blade, Migration Projects, Small Office, KVM, KVM Switches, EMC Celerra, Centerra, Navisphere, PowerPath, Server Monitoring, Nagios
Education
Queens College 1984 — 1987
Computer Science
Stony Brook University 1982 — 1984
Computer Science, Linguistics
Mercer County Community College
S&P Capital IQ October 2013 - Present
Atos October 2012 - September 2013
The McGraw Hill Companies February 1997 - October 2012
OppenheimerFunds April 1995 - February 1997
New York University October 1990 - April 1995
Skills
Servers, Disaster Recovery, VMware ESX, Infrastructure, Windows Server, Storage Area Networks, VMware, Virtualization, Data Center, Server Architecture, DNS, Cluster, HP Server Hardware, Netbackup, Enterprise Architecture, Hyper-V, Business Continuity, Active Directory, IT Operations, SAN, Dell PowerEdge Servers, HP Proliant, vSphere, High Availability, VMware Infrastructure, ITIL, Powershell, Microsoft Cluster, System Deployment, Group Policy, NAS, VMware Workstation, HP Blade, Migration Projects, Small Office, KVM, KVM Switches, EMC Celerra, Centerra, Navisphere, PowerPath, Server Monitoring, Nagios
Education
Queens College 1984 — 1987
Computer Science
Stony Brook University 1982 — 1984
Computer Science, Linguistics
Mercer County Community College
Kenneth Martin's OppenheimerFunds Experience August 2009 - August 2015
Job Director, GWIM Compliance Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
OppenheimerFunds August 2009 - August 2015
Merrill Lynch, Global Private Equity May 2007 - April 2009
Legg Mason 2004 - 2007
Citigroup 2000 - 2005
Skills
Financial Services, Mutual Funds, Asset Management, Series 7, Investments, FINRA, Securities, Equities, Series 63, Management, Fixed Income, Hedge Funds, Private Equity, Investment Management, Anti Money Laundering, Strategy, Series 24, Asset Managment
Education
Rutgers University School of Law - Newark 2001 — 2005
JD, Securities Regulations, Corporate Law, Trusts and Estates
Kean University 1990 — 1995
BS, Management Science
Bank of America Merrill Lynch August 2015 - Present
OppenheimerFunds August 2009 - August 2015
Merrill Lynch, Global Private Equity May 2007 - April 2009
Legg Mason 2004 - 2007
Citigroup 2000 - 2005
Skills
Financial Services, Mutual Funds, Asset Management, Series 7, Investments, FINRA, Securities, Equities, Series 63, Management, Fixed Income, Hedge Funds, Private Equity, Investment Management, Anti Money Laundering, Strategy, Series 24, Asset Managment
Education
Rutgers University School of Law - Newark 2001 — 2005
JD, Securities Regulations, Corporate Law, Trusts and Estates
Kean University 1990 — 1995
BS, Management Science
Matt Schweigerdt's OppenheimerFunds Experience October 2011 - Present
Job Supervisor Client Relations
Industry Financial Services
Experience
OppenheimerFunds October 2011 - Present
Janus Capital Group June 2007 - September 2011
Janus Capital Group November 2006 - June 2007
Janus Capital Group October 2004 - November 2006
Janus Capital Group November 2003 - October 2004
Janus Capital Group March 2000 - November 2003
Janus Capital Group April 1999 - March 2000
Skills
Microsoft Excel, Mutual Funds, Business Objects, Series 6, Series 7, Series 63, Financial Services, FINRA, Microsoft Office, Series 26, Avaya CMS, Aspect eWFM, Aspect Real Time..., Aspect CustomView..., Workforce Management, Microsoft Word, DST TA2000, DST AWD, Looking Glass, Web Intelligence, Cognos, Nice Perform, Management, Forecasting, Staff Supervision, Agile Methodologies, Scrum, Agile Project Management, Version One, Service Awards, Behavioral Interviewing, Business Continuity..., Business Correspondence, Call Monitoring, Call Centers
Education
Metropolitan State University of Denver 1993 — 1998
Bachelor of Science, Business Management
Rangeview HS
OppenheimerFunds October 2011 - Present
Janus Capital Group June 2007 - September 2011
Janus Capital Group November 2006 - June 2007
Janus Capital Group October 2004 - November 2006
Janus Capital Group November 2003 - October 2004
Janus Capital Group March 2000 - November 2003
Janus Capital Group April 1999 - March 2000
Skills
Microsoft Excel, Mutual Funds, Business Objects, Series 6, Series 7, Series 63, Financial Services, FINRA, Microsoft Office, Series 26, Avaya CMS, Aspect eWFM, Aspect Real Time..., Aspect CustomView..., Workforce Management, Microsoft Word, DST TA2000, DST AWD, Looking Glass, Web Intelligence, Cognos, Nice Perform, Management, Forecasting, Staff Supervision, Agile Methodologies, Scrum, Agile Project Management, Version One, Service Awards, Behavioral Interviewing, Business Continuity..., Business Correspondence, Call Monitoring, Call Centers
Education
Metropolitan State University of Denver 1993 — 1998
Bachelor of Science, Business Management
Rangeview HS
Nolan (Todd) Luttrell's OppenheimerFunds Experience March 2003 - July 2005
Job Compliance Specialist, Team Lead at Jeppesen, a Boeing Company
Industry Telecommunications
Experience
Jeppesen, a Boeing Company January 2012 - Present
Jeppesen, a Boeing Company July 2011 - December 2011
Qwest Communications July 2006 - July 2011
CH2M HILL August 2005 - July 2006
OppenheimerFunds March 2003 - July 2005
OppenheimerFunds May 2001 - March 2003
OppenheimerFunds June 1999 - May 2001
OppenheimerFunds October 1997 - June 1999
Skills
Telecommunications, Program Management, Process Improvement, Contract Negotiation, VoIP, Wireless, IP, Managed Services, Vendor Management, MPLS
Education
Denver Paralegal Institute 2000 — 2001
Paralegal, Legal Assistant/Paralegal
Metropolitan State University of Denver 1991 — 1995
Bachelor of Arts (BA), Sociology
Jeppesen, a Boeing Company January 2012 - Present
Jeppesen, a Boeing Company July 2011 - December 2011
Qwest Communications July 2006 - July 2011
CH2M HILL August 2005 - July 2006
OppenheimerFunds March 2003 - July 2005
OppenheimerFunds May 2001 - March 2003
OppenheimerFunds June 1999 - May 2001
OppenheimerFunds October 1997 - June 1999
Skills
Telecommunications, Program Management, Process Improvement, Contract Negotiation, VoIP, Wireless, IP, Managed Services, Vendor Management, MPLS
Education
Denver Paralegal Institute 2000 — 2001
Paralegal, Legal Assistant/Paralegal
Metropolitan State University of Denver 1991 — 1995
Bachelor of Arts (BA), Sociology
Kathleen Epstein's OppenheimerFunds Experience December 1996 - Present
Job Project Lead at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 1996 - Present
U S WEST March 1983 - May 1993
Education
University of Denver 1993 — 1995
Graduate Certification in Information Systems
Metropolitan State University of Denver 1981 — 1983
B.S. in Computer and Management Science, Business
OppenheimerFunds December 1996 - Present
U S WEST March 1983 - May 1993
Education
University of Denver 1993 — 1995
Graduate Certification in Information Systems
Metropolitan State University of Denver 1981 — 1983
B.S. in Computer and Management Science, Business
Lawson E. Purvis's OppenheimerFunds Experience 2006 - 2009
Job Assistant Manager Participant Services at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial April 2015 - Present
Great-West Financial June 2012 - April 2015
Great-West Financial November 2009 - June 2012
Dish Network April 2009 - November 2009
OppenheimerFunds 2006 - 2009
Columbia Management 1999 - 2005
Columbia Management 1997 - 1999
Skills
Qualified Retirement..., IRAs, Relationship Management, Mutual Funds, Customer Service, Coaching, Performance Management, Operations Management, Supervisory Skills, 401k, Financial Services, Retirement, Training, Analysis, Leadership, Management, Investments, Series 6, Series 63, Call Centers
Education
Metropolitan State University of Denver
B.S., Business Management
Great-West Financial April 2015 - Present
Great-West Financial June 2012 - April 2015
Great-West Financial November 2009 - June 2012
Dish Network April 2009 - November 2009
OppenheimerFunds 2006 - 2009
Columbia Management 1999 - 2005
Columbia Management 1997 - 1999
Skills
Qualified Retirement..., IRAs, Relationship Management, Mutual Funds, Customer Service, Coaching, Performance Management, Operations Management, Supervisory Skills, 401k, Financial Services, Retirement, Training, Analysis, Leadership, Management, Investments, Series 6, Series 63, Call Centers
Education
Metropolitan State University of Denver
B.S., Business Management
Wyatt Hamon's OppenheimerFunds Experience June 1998 - August 1998
Job Finance Manager at Apple Inc.
Industry Computer Networking
Experience
Apple Inc. August 2011 - Present
Cisco Systems December 2010 - August 2011
Cisco Systems Inc March 2007 - January 2011
Tercica Inc. (Now Ipsen) March 2005 - February 2007
iPass Inc May 2003 - March 2005
DHL July 2000 - May 2003
DHL July 2000 - March 2003
OppenheimerFunds June 1998 - August 1998
Skills
Forecasting, Cross-functional Team..., Financial Analysis, Management, Analysis, Analytics, Budgets, Leadership, Finance, Business Development, Sales Operations, Project Management, Sarbanes-Oxley Act, Strategic Planning, Variance Analysis, Strategic Financial..., Corporate Finance, Software Documentation, Financial Planning
Education
Stanford University 2013 — 2015
Stanford Strategic Decision and Risk Management
Saint Mary's College of California 1998 — 2000
BSE Business Administration, Business, Economics
Lewis and Clark College 1996 — 1998
Business, Communications, Physics, Economics
Apple Inc. August 2011 - Present
Cisco Systems December 2010 - August 2011
Cisco Systems Inc March 2007 - January 2011
Tercica Inc. (Now Ipsen) March 2005 - February 2007
iPass Inc May 2003 - March 2005
DHL July 2000 - May 2003
DHL July 2000 - March 2003
OppenheimerFunds June 1998 - August 1998
Skills
Forecasting, Cross-functional Team..., Financial Analysis, Management, Analysis, Analytics, Budgets, Leadership, Finance, Business Development, Sales Operations, Project Management, Sarbanes-Oxley Act, Strategic Planning, Variance Analysis, Strategic Financial..., Corporate Finance, Software Documentation, Financial Planning
Education
Stanford University 2013 — 2015
Stanford Strategic Decision and Risk Management
Saint Mary's College of California 1998 — 2000
BSE Business Administration, Business, Economics
Lewis and Clark College 1996 — 1998
Business, Communications, Physics, Economics
David Poiesz's OppenheimerFunds Experience June 2004 - June 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
LaSalle University May 2008 - October 2010
OppenheimerFunds June 2004 - June 2007
Merrill Lynch Investment Managers October 2002 - May 2004
RiverRock Capital Management, LP April 1999 - June 2001
Jennison Associates July 1991 - April 1999
Jennison Associates May 1983 - June 1991
Skills
Portfolio Management, Investments, Asset Management, Equities, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Mutual Funds, Asset Allocation, Alternative Investments, Capital Markets, Valuation, Equity Research, Bloomberg, Securities
Education
La Salle University 1976 — 1980
BA/BS, Economics and Finance
LaSalle University May 2008 - October 2010
OppenheimerFunds June 2004 - June 2007
Merrill Lynch Investment Managers October 2002 - May 2004
RiverRock Capital Management, LP April 1999 - June 2001
Jennison Associates July 1991 - April 1999
Jennison Associates May 1983 - June 1991
Skills
Portfolio Management, Investments, Asset Management, Equities, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Mutual Funds, Asset Allocation, Alternative Investments, Capital Markets, Valuation, Equity Research, Bloomberg, Securities
Education
La Salle University 1976 — 1980
BA/BS, Economics and Finance
Chantelle Wilson's OppenheimerFunds Experience 2009 - Present
Job Financial Industry
Industry Financial Services
Experience
OppenheimerFunds 2009 - Present
OppenheimerFunds July 1989 - January 2009
OppenheimerFunds July 1986 - July 1989
Skills
Visio, Process Improvement, Quality Assurance, Mutual Funds, SDLC, Management, Business Analysis, Analysis, Customer Service, Financial Services, Requirements Analysis, Software Documentation
Education
Metropolitan State University of Denver 1982 — 1983
Early Childhood Education
OppenheimerFunds 2009 - Present
OppenheimerFunds July 1989 - January 2009
OppenheimerFunds July 1986 - July 1989
Skills
Visio, Process Improvement, Quality Assurance, Mutual Funds, SDLC, Management, Business Analysis, Analysis, Customer Service, Financial Services, Requirements Analysis, Software Documentation
Education
Metropolitan State University of Denver 1982 — 1983
Early Childhood Education
Diane Kopischke's OppenheimerFunds Experience 1985 - 1998
Job Sr. Programmer/Analyst at OppenheimerFunds, Inc
Industry Computer Software
Experience
OppenheimerFunds, Inc May 2013 - Present
Ajilon Consulting December 2010 - February 2013
SunGard Data Systems, Inc. 1998 - 2009
OppenheimerFunds 1985 - 1998
Skills
Testing, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Software Development, SQL, Vendor Management, SharePoint, Process Improvement, Business Process..., PMO, Software Documentation, Project Management
Education
Arapahoe
Metropolitan State University of Denver
BS, Computer and Management Science
OppenheimerFunds, Inc May 2013 - Present
Ajilon Consulting December 2010 - February 2013
SunGard Data Systems, Inc. 1998 - 2009
OppenheimerFunds 1985 - 1998
Skills
Testing, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Software Development, SQL, Vendor Management, SharePoint, Process Improvement, Business Process..., PMO, Software Documentation, Project Management
Education
Arapahoe
Metropolitan State University of Denver
BS, Computer and Management Science
Nicholas Pratico's OppenheimerFunds Experience November 2007 - September 2008
Job Senior VMware Partner Champion
Industry Computer Software
Experience
Insight May 2015 - Present
Insight August 2014 - May 2015
ServiceSource April 2010 - July 2014
TileScapes LLC November 2007 - January 2009
OppenheimerFunds November 2007 - September 2008
Front Range Boxing Academy August 2004 - April 2007
Skills
Sales, Solution Selling, SaaS, Sales Operations, Channel, Renewals, Virtualization, VMware, Salesforce.com, Channel Partners, Enterprise Software, Account Management, Managed Services, Direct Sales, Cloud Computing, CRM, Software Industry, Demand Generation, Lead Generation, Cold Calling, Sales Process, Customer Satisfaction, Vendor Management, Customer Retention, Forecasting
Education
Metropolitan State University of Denver 2002 — 2007
B.S., Economics/ Finance
Insight May 2015 - Present
Insight August 2014 - May 2015
ServiceSource April 2010 - July 2014
TileScapes LLC November 2007 - January 2009
OppenheimerFunds November 2007 - September 2008
Front Range Boxing Academy August 2004 - April 2007
Skills
Sales, Solution Selling, SaaS, Sales Operations, Channel, Renewals, Virtualization, VMware, Salesforce.com, Channel Partners, Enterprise Software, Account Management, Managed Services, Direct Sales, Cloud Computing, CRM, Software Industry, Demand Generation, Lead Generation, Cold Calling, Sales Process, Customer Satisfaction, Vendor Management, Customer Retention, Forecasting
Education
Metropolitan State University of Denver 2002 — 2007
B.S., Economics/ Finance
Mark Hamilton's OppenheimerFunds Experience April 2013 - Present
Job Chief Investment Officer, Asset Allocation at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds April 2013 - Present
AllianceBernstein September 2010 - April 2013
AllianceBernstein April 2009 - December 2010
AllianceBernstein June 2006 - December 2010
AllianceBernstein July 2005 - June 2006
AllianceBernstein September 2003 - June 2005
AllianceBernstein January 2001 - September 2003
AllianceBernstein December 1998 - December 2000
AllianceBernstein March 1994 - December 1998
Skills
Asset Allocation, Tactical Asset..., Dynamic Asset Allocation, Asset Management, Investments, Portfolio Management, Investment Solutions, Fixed Income, Credit, High Yield, Currency, Risk Management, Series 7, Derivatives, Mutual Funds, Hedge Funds, Investment Banking, Equities, Financial Services, Wealth Management, Bonds, Asset Managment
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Science in Management, Finance and Applied Economics
University of Southern California
Bachelor of Arts, International Relations and Political Science
OppenheimerFunds April 2013 - Present
AllianceBernstein September 2010 - April 2013
AllianceBernstein April 2009 - December 2010
AllianceBernstein June 2006 - December 2010
AllianceBernstein July 2005 - June 2006
AllianceBernstein September 2003 - June 2005
AllianceBernstein January 2001 - September 2003
AllianceBernstein December 1998 - December 2000
AllianceBernstein March 1994 - December 1998
Skills
Asset Allocation, Tactical Asset..., Dynamic Asset Allocation, Asset Management, Investments, Portfolio Management, Investment Solutions, Fixed Income, Credit, High Yield, Currency, Risk Management, Series 7, Derivatives, Mutual Funds, Hedge Funds, Investment Banking, Equities, Financial Services, Wealth Management, Bonds, Asset Managment
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Science in Management, Finance and Applied Economics
University of Southern California
Bachelor of Arts, International Relations and Political Science
Ken Shirane's OppenheimerFunds Experience December 1999 - July 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
First Data Corporation 2000 - Present
OppenheimerFunds December 1999 - July 2000
Rocky Mountain Health Care March 1993 - November 1999
Skills
Unix, Solaris, Servers, AIX, Data Center, Red Hat Linux, Virtualization, DNS, System Administration, Operating Systems, Unix Shell Scripting, Linux, Shell Scripting, Cluster, Disaster Recovery, HP-UX, SAN
Education
Metropolitan State University of Denver 1971 — 1974
First Data Corporation 2000 - Present
OppenheimerFunds December 1999 - July 2000
Rocky Mountain Health Care March 1993 - November 1999
Skills
Unix, Solaris, Servers, AIX, Data Center, Red Hat Linux, Virtualization, DNS, System Administration, Operating Systems, Unix Shell Scripting, Linux, Shell Scripting, Cluster, Disaster Recovery, HP-UX, SAN
Education
Metropolitan State University of Denver 1971 — 1974
William Greene's OppenheimerFunds Experience July 2014 - Present
Job Equity Trading Assistant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2014 - Present
Barneys New York September 2013 - July 2014
OppenheimerFunds May 2012 - July 2012
OppenheimerFunds May 2011 - August 2011
OppenheimerFunds May 2010 - August 2010
Tap Electric June 2009 - August 2009
Skills
Equities, Alternative Investments, Bloomberg, Fixed Income, Investments, Asset Allocation, Portfolio Management, Financial Modeling, Asset Managment, Asset Management, PowerPoint, Banking, Microsoft Excel, Corporate Finance, Mutual Funds, Trading, Equity Trading, Bloomberg Terminal
Education
Lafayette College 2009 — 2013
University of Westminster 2012 — 2012
OppenheimerFunds July 2014 - Present
Barneys New York September 2013 - July 2014
OppenheimerFunds May 2012 - July 2012
OppenheimerFunds May 2011 - August 2011
OppenheimerFunds May 2010 - August 2010
Tap Electric June 2009 - August 2009
Skills
Equities, Alternative Investments, Bloomberg, Fixed Income, Investments, Asset Allocation, Portfolio Management, Financial Modeling, Asset Managment, Asset Management, PowerPoint, Banking, Microsoft Excel, Corporate Finance, Mutual Funds, Trading, Equity Trading, Bloomberg Terminal
Education
Lafayette College 2009 — 2013
University of Westminster 2012 — 2012
Adrienna Popp's OppenheimerFunds Experience May 2007 - Present
Job Database Admin at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2007 - Present
Beverage Distributors 2001 - 2003
Skills
Databases, SQL Server, Unix Shell Scripting, Administration, Unix, System Administration, Microsoft SQL Server, Troubleshooting
Education
Metropolitan State University of Denver
BS, Information Systems
OppenheimerFunds May 2007 - Present
Beverage Distributors 2001 - 2003
Skills
Databases, SQL Server, Unix Shell Scripting, Administration, Unix, System Administration, Microsoft SQL Server, Troubleshooting
Education
Metropolitan State University of Denver
BS, Information Systems
Nicholas Pisciotti's OppenheimerFunds Experience May 2005 - May 2008
Job Investor at JP Morgan Chase Private Bank
Industry Investment Management
Experience
JP Morgan Private Bank January 2014 - Present
Briarly & Greenridge Capital September 2012 - January 2014
JP Morgan - Corporate & Investment Bank January 2013 - November 2013
JP Morgan Asset Mgmt July 2009 - September 2012
Newland Capital Mgmt. LLC May 2008 - July 2009
OppenheimerFunds May 2005 - May 2008
ING Nederland April 2002 - May 2005
Deutsche Bank October 1996 - April 2002
SunAmerica Asset Management August 1995 - March 1996
Skills
Equity Research, Strategy, Equities, Investment Management, Financial Modeling, Equity Valuation, Financial Analysis, Valuation, Bloomberg, Portfolio Management, Industry Analysis, Hedge Funds, Mutual Funds, Industrials, Analysis, Competitive Analysis, Managerial Skills, Materials, Energy, Research, Aerospace & Defense, Stock Selection, Macro Analysis, Quantitative Investing, Economic Research, Quantitative Investment..., Behavioral Finance, Balance Sheet, P&L Analysis, Cash Flow Statements, Microsoft Excel, Series 7, Series 63, Industrial Sector, Financial Markets, Stock Picking
Education
Manhattan College
Bachelor of Science, Finance
JP Morgan Private Bank January 2014 - Present
Briarly & Greenridge Capital September 2012 - January 2014
JP Morgan - Corporate & Investment Bank January 2013 - November 2013
JP Morgan Asset Mgmt July 2009 - September 2012
Newland Capital Mgmt. LLC May 2008 - July 2009
OppenheimerFunds May 2005 - May 2008
ING Nederland April 2002 - May 2005
Deutsche Bank October 1996 - April 2002
SunAmerica Asset Management August 1995 - March 1996
Skills
Equity Research, Strategy, Equities, Investment Management, Financial Modeling, Equity Valuation, Financial Analysis, Valuation, Bloomberg, Portfolio Management, Industry Analysis, Hedge Funds, Mutual Funds, Industrials, Analysis, Competitive Analysis, Managerial Skills, Materials, Energy, Research, Aerospace & Defense, Stock Selection, Macro Analysis, Quantitative Investing, Economic Research, Quantitative Investment..., Behavioral Finance, Balance Sheet, P&L Analysis, Cash Flow Statements, Microsoft Excel, Series 7, Series 63, Industrial Sector, Financial Markets, Stock Picking
Education
Manhattan College
Bachelor of Science, Finance
Jim DeLisa's OppenheimerFunds Experience January 2006 - September 2011
Job Enterprise Intelligence Technical Analyst at Catholic Health Initiatives
Industry Information Technology and Services
Experience
Catholic Health Initiatives February 2013 - Present
DIRECTV September 2011 - 2012
OppenheimerFunds January 2006 - September 2011
OppenheimerFunds January 2001 - December 2004
OppenheimerFunds August 1994 - December 2000
U.S. Bank October 1989 - August 1994
Skills
Business Intelligence, Data Modeling, Microsoft SQL Server, Microsoft Office, SSIS, Visual Basic, Cognos, Business Objects, Crystal Reports, Oracle, Informatica, Teradata, Active Directory, ETL, Data Warehousing, Databases, SQL, Business Intelligence...
Education
Metropolitan State College of Denver
Catholic Health Initiatives February 2013 - Present
DIRECTV September 2011 - 2012
OppenheimerFunds January 2006 - September 2011
OppenheimerFunds January 2001 - December 2004
OppenheimerFunds August 1994 - December 2000
U.S. Bank October 1989 - August 1994
Skills
Business Intelligence, Data Modeling, Microsoft SQL Server, Microsoft Office, SSIS, Visual Basic, Cognos, Business Objects, Crystal Reports, Oracle, Informatica, Teradata, Active Directory, ETL, Data Warehousing, Databases, SQL, Business Intelligence...
Education
Metropolitan State College of Denver
Venu hettur's OppenheimerFunds Experience November 2003 - June 2011
Job Software Architect at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman June 2011 - Present
OppenheimerFunds November 2003 - June 2011
Starz Entertainment June 1997 - November 1999
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, Integration, Requirements Analysis, SDLC, SOA, SQL, Scrum, Software Development, Web Services, Weblogic
Education
Lamar University 1992 — 1995
Master of Science (M.S.), Environmental Science
Mysore University 1986 — 1990
Bachelor of Engineering (B.E.), Mechanical Engineering
Brown Brothers Harriman June 2011 - Present
OppenheimerFunds November 2003 - June 2011
Starz Entertainment June 1997 - November 1999
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, Integration, Requirements Analysis, SDLC, SOA, SQL, Scrum, Software Development, Web Services, Weblogic
Education
Lamar University 1992 — 1995
Master of Science (M.S.), Environmental Science
Mysore University 1986 — 1990
Bachelor of Engineering (B.E.), Mechanical Engineering
Lisa Taitt's OppenheimerFunds Experience April 2001 - Present
Job Assistant Vice President at OppenheimerFunds
Industry Information Services
Experience
Women On Solid Ground February 2012 - Present
OppenheimerFunds April 2001 - Present
Skills
Microsoft Office, Customer Service, Strategic Planning, Public Speaking, Leadership, Microsoft Excel, Management, Research, Project Management, Outlook
Education
Kingsborough Community College
Walden University
Women On Solid Ground February 2012 - Present
OppenheimerFunds April 2001 - Present
Skills
Microsoft Office, Customer Service, Strategic Planning, Public Speaking, Leadership, Microsoft Excel, Management, Research, Project Management, Outlook
Education
Kingsborough Community College
Walden University
Jill Kerschen's OppenheimerFunds Experience 1998 - 2000
Job Fund Controller at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2013 - Present
Financial Services Company 2007 - July 2013
Financial Services Company 2004 - 2007
Financial Services Company 2001 - 2004
OppenheimerFunds 1998 - 2000
Skills
Mutual Funds, SEC Financial Reporting, Board of Directors...
Education
Kansas State University 1993 — 1997
Bachelor's degree, Finance, General
ALPS, A DST Company July 2013 - Present
Financial Services Company 2007 - July 2013
Financial Services Company 2004 - 2007
Financial Services Company 2001 - 2004
OppenheimerFunds 1998 - 2000
Skills
Mutual Funds, SEC Financial Reporting, Board of Directors...
Education
Kansas State University 1993 — 1997
Bachelor's degree, Finance, General
Dan Sonheim's OppenheimerFunds Experience January 1996 - March 1999
Job Customer Care Supervisor at Nationwide Insurance
Industry Airlines/Aviation
Experience
Nationwide Insurance March 2015 - Present
Frontier Airlines February 2014 - March 2015
FLYFRONTIER.COM April 2001 - February 2014
Carlson Wagonlit Travel March 1999 - May 2001
OppenheimerFunds January 1996 - March 1999
Skills
Airlines, Aviation, Airports, Flights, Commercial Aviation, Sabre, Aircraft, Aircraft Maintenance, Flight Safety, Travel Management, Aerospace, Airport Management, Aviation Security, Revenue Analysis, Civil Aviation, Ticketing, Flight Planning, Customer Service, Operations Management, Training, Tourism, Call Centers
Education
Metropolitan State University of Denver 1989 — 1994
Human Resource Management Minor Aviation Management
Nationwide Insurance March 2015 - Present
Frontier Airlines February 2014 - March 2015
FLYFRONTIER.COM April 2001 - February 2014
Carlson Wagonlit Travel March 1999 - May 2001
OppenheimerFunds January 1996 - March 1999
Skills
Airlines, Aviation, Airports, Flights, Commercial Aviation, Sabre, Aircraft, Aircraft Maintenance, Flight Safety, Travel Management, Aerospace, Airport Management, Aviation Security, Revenue Analysis, Civil Aviation, Ticketing, Flight Planning, Customer Service, Operations Management, Training, Tourism, Call Centers
Education
Metropolitan State University of Denver 1989 — 1994
Human Resource Management Minor Aviation Management
Lisa Ketner's OppenheimerFunds Experience 1993 - 1994
Job VP / Director of Sales & Operations
Industry Biotechnology
Experience
DataWave Technologies Corporation October 1993 - Present
Dimensions in Media Corporation 1996 - 1997
OppenheimerFunds 1993 - 1994
Guiducci & Guiducci, P.C. 1990 - 1993
Skills
Strategic Partnerships, Global Business..., Human Resources, Business Development, Start-ups, Business Strategy, Business Planning, New Business Development, CRM, Executive Management, Sales Management, Operations Management, Consultative Selling..., Contract Negotiation, Key Account..., Needs Assessment /..., Client Retention, 1st Class Customer..., Lead Generation, Efficiency Expert, Strategic Planning, Strategy
Education
Metropolitan State University of Denver 1990 — 1993
Bachelor of Science (B.S.), International Finance
DataWave Technologies Corporation October 1993 - Present
Dimensions in Media Corporation 1996 - 1997
OppenheimerFunds 1993 - 1994
Guiducci & Guiducci, P.C. 1990 - 1993
Skills
Strategic Partnerships, Global Business..., Human Resources, Business Development, Start-ups, Business Strategy, Business Planning, New Business Development, CRM, Executive Management, Sales Management, Operations Management, Consultative Selling..., Contract Negotiation, Key Account..., Needs Assessment /..., Client Retention, 1st Class Customer..., Lead Generation, Efficiency Expert, Strategic Planning, Strategy
Education
Metropolitan State University of Denver 1990 — 1993
Bachelor of Science (B.S.), International Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY