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.,
OppenheimerFunds List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at OppenheimerFunds. You can filter them based on skills, years of employment, job, education, department, and prior employment.
OppenheimerFunds Salaries. You can even request information on how much does OppenheimerFunds pay if you want to. Learn about salaries, pros and cons of working for OppenheimerFunds directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,409 OppenheimerFunds employees in database. Find out everything there's to know about OppenheimerFunds employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
OppenheimerFunds Employees
Employee
Years
Job
Industry
Justin Greenstone Justin Greenstone's OppenheimerFunds Experience December 2013 - March 2014
Job Learning Specialist at Grovo
Industry E-Learning
Experience
Grovo March 2015 - Present
Morgan Stanley Wealth Management April 2014 - March 2015
OppenheimerFunds December 2013 - March 2014
Crossover Consulting Group, Inc. August 2013 - November 2013
Felix Calls Inc. January 2013 - March 2013
MEC August 2012 - December 2012
Enterprise Systems Center May 2011 - August 2011
Morgan Stanley May 2011 - August 2011
Rosa Mexicano May 2010 - August 2010
UBS May 2008 - August 2008
Skills
Microsoft Excel, Sales, CRM, Recruiting, Pharmaceutical Industry, Biotechnology, New Business Development, Networking, Social Networking, Social Media, Microsoft Office, PowerPoint, Research, Microsoft Word, Sustainability, Public Speaking, Photoshop, Customer Service, Event Planning, Community Outreach, Account Management, Client Development, Client Profiles, Cold Calling, Financial Analysis, Financial Markets, Wealth Management, Financial Market...
Education
Muhlenberg College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Grovo March 2015 - Present
Morgan Stanley Wealth Management April 2014 - March 2015
OppenheimerFunds December 2013 - March 2014
Crossover Consulting Group, Inc. August 2013 - November 2013
Felix Calls Inc. January 2013 - March 2013
MEC August 2012 - December 2012
Enterprise Systems Center May 2011 - August 2011
Morgan Stanley May 2011 - August 2011
Rosa Mexicano May 2010 - August 2010
UBS May 2008 - August 2008
Skills
Microsoft Excel, Sales, CRM, Recruiting, Pharmaceutical Industry, Biotechnology, New Business Development, Networking, Social Networking, Social Media, Microsoft Office, PowerPoint, Research, Microsoft Word, Sustainability, Public Speaking, Photoshop, Customer Service, Event Planning, Community Outreach, Account Management, Client Development, Client Profiles, Cold Calling, Financial Analysis, Financial Markets, Wealth Management, Financial Market...
Education
Muhlenberg College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Manolito Mayo Manolito Mayo's OppenheimerFunds Experience October 2012 - Present
Job Multimedia Solutions Manager
Industry Media Production
Experience
OppenheimerFunds October 2012 - Present
OppenheimerFunds 2011 - 2012
Morgen Industries January 2009 - January 2011
Skills
After Effects, Motion Graphics, Post Production, Adobe Creative Suite, Photography, Photoshop, Final Cut Pro, Video Production, Digital Media, Videography, Video Editing, Final Cut Studio, Content Strategy, Web Video, Social Media, Digital Marketing, Marketing Communications, Social Media Marketing, Marketing
Education
Hudson County Community College 2006 — 2008
Associates, Egineering Science
NJIT 2005 — 2006
Industrial Engineering
OppenheimerFunds October 2012 - Present
OppenheimerFunds 2011 - 2012
Morgen Industries January 2009 - January 2011
Skills
After Effects, Motion Graphics, Post Production, Adobe Creative Suite, Photography, Photoshop, Final Cut Pro, Video Production, Digital Media, Videography, Video Editing, Final Cut Studio, Content Strategy, Web Video, Social Media, Digital Marketing, Marketing Communications, Social Media Marketing, Marketing
Education
Hudson County Community College 2006 — 2008
Associates, Egineering Science
NJIT 2005 — 2006
Industrial Engineering
Scott Badger, ChFC, CASL's OppenheimerFunds Experience 1991 - 2001
Job Field Sales Associate at State Farm
Industry Financial Services
Experience
State Farm April 2015 - Present
MassMutual Financial Group October 2014 - April 2015
State Farm July 2005 - September 2014
Jackson National Life 2002 - 2005
OppenheimerFunds 1991 - 2001
Skills
Series 7, Series 66, Mutual funds, Retirement Planning, Estate planning, 401k, Life Insurance, Fixed Annuities, Variable Annuities, Presentations, Relationship Management, Territory Development, Product and sales..., Long term care, Communication Skills, Retirement
Education
Metropolitan State College of Denver
Bachelor's degree, Finance
State Farm April 2015 - Present
MassMutual Financial Group October 2014 - April 2015
State Farm July 2005 - September 2014
Jackson National Life 2002 - 2005
OppenheimerFunds 1991 - 2001
Skills
Series 7, Series 66, Mutual funds, Retirement Planning, Estate planning, 401k, Life Insurance, Fixed Annuities, Variable Annuities, Presentations, Relationship Management, Territory Development, Product and sales..., Long term care, Communication Skills, Retirement
Education
Metropolitan State College of Denver
Bachelor's degree, Finance
Suzy Robbins's OppenheimerFunds Experience June 2000 - December 2007
Job Business Analyst at Winter Park Resort
Industry Leisure, Travel & Tourism
Experience
Winter Park Resort January 2012 - Present
Realtor January 2008 - December 2011
OppenheimerFunds June 2000 - December 2007
Starz Encore Group August 1999 - June 2000
New Era of Networks June 1998 - August 1999
Skills
Business Analysis, Strategic Planning, Project Management
Education
Metropolitan State College of Denver 1993 — 1997
Bachelors of Science, Computer Information Systems and Management Science
Winter Park Resort January 2012 - Present
Realtor January 2008 - December 2011
OppenheimerFunds June 2000 - December 2007
Starz Encore Group August 1999 - June 2000
New Era of Networks June 1998 - August 1999
Skills
Business Analysis, Strategic Planning, Project Management
Education
Metropolitan State College of Denver 1993 — 1997
Bachelors of Science, Computer Information Systems and Management Science
Paul J Fitzsimmons Paul J Fitzsimmons's OppenheimerFunds Experience May 1999 - July 2002
Job CMBS SPECIALIST
Industry Commercial Real Estate
Experience
Kroll Bond Rating Agency, Inc. July 2015 - Present
PJF Realty LLC January 2012 - June 2015
Brookfield Asset Management August 2009 - December 2011
National Australia Bank February 2009 - August 2009
Credit Suisse August 2002 - February 2009
OppenheimerFunds May 1999 - July 2002
Nomura Securities September 1996 - April 1999
Skills
Real Estate, Asset Management, Portfolio Management, Investments, CMBS, Credit, Asset Managment, Structured Finance, Banking, Structured Products, Securitization, Bonds, Credit Analysis, Real Estate Economics, Fixed Income, Securities, CDO, Trading, Commercial Real Estate, Capital Markets
Education
New York University 1994 — 1995
Master of Science in Real Estate, Concentration in Real Estate Investments and Finance., 3.75
Villanova University 1979 — 1983
BS, Accounting
Kroll Bond Rating Agency, Inc. July 2015 - Present
PJF Realty LLC January 2012 - June 2015
Brookfield Asset Management August 2009 - December 2011
National Australia Bank February 2009 - August 2009
Credit Suisse August 2002 - February 2009
OppenheimerFunds May 1999 - July 2002
Nomura Securities September 1996 - April 1999
Skills
Real Estate, Asset Management, Portfolio Management, Investments, CMBS, Credit, Asset Managment, Structured Finance, Banking, Structured Products, Securitization, Bonds, Credit Analysis, Real Estate Economics, Fixed Income, Securities, CDO, Trading, Commercial Real Estate, Capital Markets
Education
New York University 1994 — 1995
Master of Science in Real Estate, Concentration in Real Estate Investments and Finance., 3.75
Villanova University 1979 — 1983
BS, Accounting
Laura Berg Laura Berg's OppenheimerFunds Experience August 2012 - July 2013
Job Director of Operations at Arapaho Asset Management LLC
Industry Investment Management
Experience
Arapaho Asset Management LLC September 2014 - Present
Fidelity Investments October 2013 - September 2014
OppenheimerFunds August 2012 - July 2013
Janus Capital Group February 2010 - June 2012
Transamerica June 2008 - June 2009
Transamerica Life Insurance Company January 2004 - June 2008
Skills
Series 24, Series 7, Series 63, Investments, Mutual Funds, Sales, Retirement Planning, Asset Allocation, Bonds, 401k, Series 6, Securities, Wealth Management, Alternative Investments, Asset Management, Retirement, Portfolio Management, series 66, Sales Management
Education
Mount Mercy College 2005 — 2008
Bachelor of Science, Business
University of Iowa 1999 — 2002
Arapaho Asset Management LLC September 2014 - Present
Fidelity Investments October 2013 - September 2014
OppenheimerFunds August 2012 - July 2013
Janus Capital Group February 2010 - June 2012
Transamerica June 2008 - June 2009
Transamerica Life Insurance Company January 2004 - June 2008
Skills
Series 24, Series 7, Series 63, Investments, Mutual Funds, Sales, Retirement Planning, Asset Allocation, Bonds, 401k, Series 6, Securities, Wealth Management, Alternative Investments, Asset Management, Retirement, Portfolio Management, series 66, Sales Management
Education
Mount Mercy College 2005 — 2008
Bachelor of Science, Business
University of Iowa 1999 — 2002
Caryn Halbrecht, CFA's OppenheimerFunds Experience July 1993 - December 2001
Job Private Wealth Advisor with Price Financial Group
Industry Financial Services
Experience
Price Financial Group November 2014 - Present
Haendler Family Office June 2010 - June 2014
North East Real Estate Group January 2003 - December 2013
OppenheimerFunds July 1993 - December 2001
Bankers Trust Private Bank January 1986 - June 1993
AMBAC January 1982 - January 1986
Skills
Asset Managment, Asset Allocation, Fixed Income, Client Presentation, Strategic Financial...
Education
New York University
MA, Public Finance
New York University
B.A, Political Science
Price Financial Group November 2014 - Present
Haendler Family Office June 2010 - June 2014
North East Real Estate Group January 2003 - December 2013
OppenheimerFunds July 1993 - December 2001
Bankers Trust Private Bank January 1986 - June 1993
AMBAC January 1982 - January 1986
Skills
Asset Managment, Asset Allocation, Fixed Income, Client Presentation, Strategic Financial...
Education
New York University
MA, Public Finance
New York University
B.A, Political Science
Brian Winkler Brian Winkler's OppenheimerFunds Experience October 2000 - April 2013
Job Head of Internal Sales & Distribution at SmartTrust®
Industry Financial Services
Experience
SmartTrust® March 2014 - Present
Equinox Fund Management, LLC May 2013 - March 2014
OppenheimerFunds October 2000 - April 2013
Skills
Series 63, Mutual Funds, Series 7, Series 24, Alternative Investments, Sales Management, Consulting, Strategic Selling, Municipal Bonds, New Business Development, 401k, Series 6, Series 65, Separately Managed..., Asset Allocation, Fixed Income, FINRA, Investments, Financial Services, Strategy, Retirement Planning, Wealth Management, Strategic Planning, Uniform Combined State..., Investment Strategies, Securities, Retirement, Asset Management, Portfolio Management, Relationship Management, Equities, Financial Advisory, ETFs, Investment Advisory
Education
Montclair State University
Bachelor of Arts (B.A.)
SmartTrust® March 2014 - Present
Equinox Fund Management, LLC May 2013 - March 2014
OppenheimerFunds October 2000 - April 2013
Skills
Series 63, Mutual Funds, Series 7, Series 24, Alternative Investments, Sales Management, Consulting, Strategic Selling, Municipal Bonds, New Business Development, 401k, Series 6, Series 65, Separately Managed..., Asset Allocation, Fixed Income, FINRA, Investments, Financial Services, Strategy, Retirement Planning, Wealth Management, Strategic Planning, Uniform Combined State..., Investment Strategies, Securities, Retirement, Asset Management, Portfolio Management, Relationship Management, Equities, Financial Advisory, ETFs, Investment Advisory
Education
Montclair State University
Bachelor of Arts (B.A.)
Allen Duncan Allen Duncan's OppenheimerFunds Experience May 2010 - August 2013
Job Senior Purchasing Agent at Salvage Truck Buyers
Industry Transportation/Trucking/Railroad
Experience
Salvage Truck Buyers June 2014 - Present
OppenheimerFunds May 2010 - August 2013
E*TRADE Financial Corporation October 2004 - December 2009
Hornblower and Weeks July 2001 - March 2003
Gaines Berland Inc. February 1999 - June 2000
Skills
Finance, Management, Trading, Brokerage, Operations Management, Process Improvement, Asset Management, Forecasting, Budgets, Team Building, Leadership, Analysis, Strategic Planning, Pricing, Customer Service
Education
New Jersey City University
Salvage Truck Buyers June 2014 - Present
OppenheimerFunds May 2010 - August 2013
E*TRADE Financial Corporation October 2004 - December 2009
Hornblower and Weeks July 2001 - March 2003
Gaines Berland Inc. February 1999 - June 2000
Skills
Finance, Management, Trading, Brokerage, Operations Management, Process Improvement, Asset Management, Forecasting, Budgets, Team Building, Leadership, Analysis, Strategic Planning, Pricing, Customer Service
Education
New Jersey City University
Heidi Franklin Heidi Franklin's OppenheimerFunds Experience June 2005 - March 2007
Job Life Underwriter at CRLPlus
Industry Health, Wellness and Fitness
Experience
CRL-Plus November 2012 - Present
Hooper Holmes, Inc. September 2011 - November 2012
Hooper Holmes, Inc. October 2009 - September 2011
PayPal September 2007 - July 2009
OppenheimerFunds June 2005 - March 2007
OppenheimerFunds June 2005 - March 2007
OppenheimerFunds May 1999 - June 2005
Skills
Underwriting, Risk Assessment, Customer Service, Quality Assurance, Telephone Interviewing, Issue Resolution, Event Management, Event Planning, Employee Training, Employee Engagement, Employee Benefits, Written Correspondence, Business Correspondence, Coaching, Management, Training, Project Management, Public Speaking, Team Building, Call Centers, Risk Management, Leadership
Education
Academy of Life Underwriting
Actively pursuing the Fellowship designation and have passed the ALU 101 exam.
Nebraska Methodist College
Certified Nursing Assistant
University of Colorado Boulder
Bachelor of Arts (B.A.), Psychology
CRL-Plus November 2012 - Present
Hooper Holmes, Inc. September 2011 - November 2012
Hooper Holmes, Inc. October 2009 - September 2011
PayPal September 2007 - July 2009
OppenheimerFunds June 2005 - March 2007
OppenheimerFunds June 2005 - March 2007
OppenheimerFunds May 1999 - June 2005
Skills
Underwriting, Risk Assessment, Customer Service, Quality Assurance, Telephone Interviewing, Issue Resolution, Event Management, Event Planning, Employee Training, Employee Engagement, Employee Benefits, Written Correspondence, Business Correspondence, Coaching, Management, Training, Project Management, Public Speaking, Team Building, Call Centers, Risk Management, Leadership
Education
Academy of Life Underwriting
Actively pursuing the Fellowship designation and have passed the ALU 101 exam.
Nebraska Methodist College
Certified Nursing Assistant
University of Colorado Boulder
Bachelor of Arts (B.A.), Psychology
Patricia Thornton, MS, CAMS Patricia Thornton, MS, CAMS's OppenheimerFunds Experience January 2015 - May 2015
Job Project Manager at Discover Financial
Industry Financial Services
Experience
Discover Financial Services June 2015 - Present
OppenheimerFunds January 2015 - May 2015
Western Union 2013 - March 2014
Promontory Financial Group, LLC 2011 - 2013
American Home Mortgage 2006 - 2008
Skills
Supervisory Skills, Complaince Auditor, Process Improvement, Employee Training, Time Study, Time Management, Quality Assurance, Fraud, Banking, Bank Secrecy Act, OFAC, Fraud Detection, AML, Due Diligence, KYC, Risk Management, Financial Risk, USA PATRIOT Act, Sanction, CAMS, Certified Anti-Money..., Suspicious Activity..., Risk Analysis, Regulations, Mortgage Lending, Anti Money Laundering, Credit, Finance, Financial Services, Analysis, Management, Operational Risk
Education
New England College of Business and Finance 2014 — 2015
Master of Science (M.S.), Business Ethics and Compliance
Utica College 2012 — 2014
Master's degree, Economic Crime Management
Discover Financial Services June 2015 - Present
OppenheimerFunds January 2015 - May 2015
Western Union 2013 - March 2014
Promontory Financial Group, LLC 2011 - 2013
American Home Mortgage 2006 - 2008
Skills
Supervisory Skills, Complaince Auditor, Process Improvement, Employee Training, Time Study, Time Management, Quality Assurance, Fraud, Banking, Bank Secrecy Act, OFAC, Fraud Detection, AML, Due Diligence, KYC, Risk Management, Financial Risk, USA PATRIOT Act, Sanction, CAMS, Certified Anti-Money..., Suspicious Activity..., Risk Analysis, Regulations, Mortgage Lending, Anti Money Laundering, Credit, Finance, Financial Services, Analysis, Management, Operational Risk
Education
New England College of Business and Finance 2014 — 2015
Master of Science (M.S.), Business Ethics and Compliance
Utica College 2012 — 2014
Master's degree, Economic Crime Management
Megan Guenthner, MBA's OppenheimerFunds Experience May 2004 - September 2004
Job Assortment Planning Analyst, Merchandise Solutions
Industry Logistics and Supply Chain
Experience
DSW March 2015 - Present
DSW November 2014 - March 2015
DSW November 2013 - October 2014
DSW December 2011 - October 2013
Victoria's Secret June 2008 - December 2011
Limited Logistics Services June 2006 - May 2008
OppenheimerFunds May 2004 - September 2004
Skills
Collaborative, Strategic Partnerships, Internal Communications, Distribution Center..., Project Management, Retail, Manugistics, Operations Management, Supply Chain Management, Supply Chain, Strategy, Management, Cross-functional Team..., SAP, Analysis, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Strategy & Marketing
Miami University 2002 — 2006
Bachelor of Science, Supply Chain Management
DSW March 2015 - Present
DSW November 2014 - March 2015
DSW November 2013 - October 2014
DSW December 2011 - October 2013
Victoria's Secret June 2008 - December 2011
Limited Logistics Services June 2006 - May 2008
OppenheimerFunds May 2004 - September 2004
Skills
Collaborative, Strategic Partnerships, Internal Communications, Distribution Center..., Project Management, Retail, Manugistics, Operations Management, Supply Chain Management, Supply Chain, Strategy, Management, Cross-functional Team..., SAP, Analysis, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Strategy & Marketing
Miami University 2002 — 2006
Bachelor of Science, Supply Chain Management
Nicole Sompolski's OppenheimerFunds Experience June 2012 - Present
Job Senior Recruiter at OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds June 2012 - Present
OppenheimerFunds November 2010 - June 2012
OppenheimerFunds August 2010 - November 2010
Action Incorporated September 2009 - February 2010
Draftfcb June 2008 - August 2009
Draftfcb June 2007 - August 2007
Skills
Recruiting, Outlook, Marketing, Onboarding, Human Resources, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Advertising, Behavioral Interviewing, Talent Acquisition, Manage Client..., Phone Screening, Interviews, Public Speaking, Account Management
Education
Muhlenberg College 2004 — 2008
BS/BA
OppenheimerFunds June 2012 - Present
OppenheimerFunds November 2010 - June 2012
OppenheimerFunds August 2010 - November 2010
Action Incorporated September 2009 - February 2010
Draftfcb June 2008 - August 2009
Draftfcb June 2007 - August 2007
Skills
Recruiting, Outlook, Marketing, Onboarding, Human Resources, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Advertising, Behavioral Interviewing, Talent Acquisition, Manage Client..., Phone Screening, Interviews, Public Speaking, Account Management
Education
Muhlenberg College 2004 — 2008
BS/BA
Tony Lentini, CSM, CSPO Tony Lentini, CSM, CSPO's OppenheimerFunds Experience December 2014 - Present
Job Agile Coach/Scrum Master and Project Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
Standard & Poor's June 2014 - June 2014
Standard & Poor's June 2014 - June 2014
Standard & Poor's June 2014 - June 2014
Standard & Poor's June 2012 - June 2014
Standard & Poor's June 2007 - June 2012
Standard & Poor's June 2005 - June 2007
Standard & Poor's December 1999 - June 2005
Skills
Project Management, SDLC, Business Analysis, Agile Methodologies, Requirements Gathering, Requirements Analysis, Vendor Management, Agile Project Management, Process Improvement, PMO, Business Requirements, Business Process..., SharePoint, IT Management, Risk Assessment, Risk Management, Risk Analytics, Reporting & Analysis
Education
Scrum Alliance via Learning Tree International. Reston, VA. 2014 — 2014
CSM, Certified Scrum Master. Lic #372876
University of Phoenix 2001 — 2005
MS, Information Systems, 3.92
Mount Saint Mary College 1994 — 1999
BS, Computer Science, 3.34
New York University 2006 — 2007
Certificate, Financial Analysis
New York University 2002 — 2003
Certificate, Database Management
Scrum, Inc. 2015 — 2015
CSPO, Certified Scrum Product Owner. Lic #372876
OppenheimerFunds December 2014 - Present
Standard & Poor's June 2014 - June 2014
Standard & Poor's June 2014 - June 2014
Standard & Poor's June 2014 - June 2014
Standard & Poor's June 2012 - June 2014
Standard & Poor's June 2007 - June 2012
Standard & Poor's June 2005 - June 2007
Standard & Poor's December 1999 - June 2005
Skills
Project Management, SDLC, Business Analysis, Agile Methodologies, Requirements Gathering, Requirements Analysis, Vendor Management, Agile Project Management, Process Improvement, PMO, Business Requirements, Business Process..., SharePoint, IT Management, Risk Assessment, Risk Management, Risk Analytics, Reporting & Analysis
Education
Scrum Alliance via Learning Tree International. Reston, VA. 2014 — 2014
CSM, Certified Scrum Master. Lic #372876
University of Phoenix 2001 — 2005
MS, Information Systems, 3.92
Mount Saint Mary College 1994 — 1999
BS, Computer Science, 3.34
New York University 2006 — 2007
Certificate, Financial Analysis
New York University 2002 — 2003
Certificate, Database Management
Scrum, Inc. 2015 — 2015
CSPO, Certified Scrum Product Owner. Lic #372876
Julia/ Xi Gu Julia/ Xi Gu's OppenheimerFunds Experience August 2013 - Present
Job Research Analyst, MultiAsset Portfolio Strategies at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2013 - Present
OppenheimerFunds May 2011 - July 2013
Associated General Contractors Lansing, MI November 2009 - December 2010
China Construction America, Inc July 2009 - August 2009
United Staffing Systems 2009 - 2009
Flextronics Group, Power Systems Technologies Far East Ltd. March 2008 - May 2008
China Mobile September 2006 - January 2007
Skills
Employee Relations, Recruiting, Leadership, Talent Management, Employee Benefits, Management, Onboarding, Human Resources
Education
Michigan State University 2008 — 2010
Master, Human Resources and Labor Relations
OppenheimerFunds August 2013 - Present
OppenheimerFunds May 2011 - July 2013
Associated General Contractors Lansing, MI November 2009 - December 2010
China Construction America, Inc July 2009 - August 2009
United Staffing Systems 2009 - 2009
Flextronics Group, Power Systems Technologies Far East Ltd. March 2008 - May 2008
China Mobile September 2006 - January 2007
Skills
Employee Relations, Recruiting, Leadership, Talent Management, Employee Benefits, Management, Onboarding, Human Resources
Education
Michigan State University 2008 — 2010
Master, Human Resources and Labor Relations
Kaitlyn Downing Kaitlyn Downing's OppenheimerFunds Experience January 2014 - February 2015
Job Senior Manager, Communications at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
OppenheimerFunds January 2014 - February 2015
OppenheimerFunds January 2012 - January 2014
OppenheimerFunds October 2009 - January 2012
Emanate PR June 2008 - May 2009
Full Picture January 2008 - May 2008
Skills
Media Relations, Corporate Communications, Public Relations, Strategic Communications, Crisis Communications, Press Releases, Internal Communications, Publicity, Blogging, Leadership, Strategy
Education
New York University 2006 — 2009
Bachelor of Science (B.S.), Media, Culture and Communication Studies
Charles Schwab March 2015 - Present
OppenheimerFunds January 2014 - February 2015
OppenheimerFunds January 2012 - January 2014
OppenheimerFunds October 2009 - January 2012
Emanate PR June 2008 - May 2009
Full Picture January 2008 - May 2008
Skills
Media Relations, Corporate Communications, Public Relations, Strategic Communications, Crisis Communications, Press Releases, Internal Communications, Publicity, Blogging, Leadership, Strategy
Education
New York University 2006 — 2009
Bachelor of Science (B.S.), Media, Culture and Communication Studies
Ryan Mellish Ryan Mellish's OppenheimerFunds Experience February 2015 - Present
Job Lead Data Management Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
OppenheimerFunds February 2013 - February 2015
Artio Global Investors April 2012 - February 2013
Artio Global Investors April 2010 - April 2012
Bank of New York Mellon August 2007 - March 2010
Skills
Bloomberg, Mutual Funds, Fund Accounting, SQL, VBA, Equities, Charles River IMS, Mark to Market, Fixed Income, Eagle PACE, Investments, Data Analysis, Business Analysis, SharePoint, Securities, Hedge Funds, Corporate Actions, Derivatives, Bloomberg Terminal, Asset Management, Data Management
Education
Monmouth University 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Finance Concentration
OppenheimerFunds February 2015 - Present
OppenheimerFunds February 2013 - February 2015
Artio Global Investors April 2012 - February 2013
Artio Global Investors April 2010 - April 2012
Bank of New York Mellon August 2007 - March 2010
Skills
Bloomberg, Mutual Funds, Fund Accounting, SQL, VBA, Equities, Charles River IMS, Mark to Market, Fixed Income, Eagle PACE, Investments, Data Analysis, Business Analysis, SharePoint, Securities, Hedge Funds, Corporate Actions, Derivatives, Bloomberg Terminal, Asset Management, Data Management
Education
Monmouth University 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Finance Concentration
Dennis Larson Dennis Larson's OppenheimerFunds Experience June 1996 - August 2011
Job DORA Enforcement Unit Supervisor
Industry Government Administration
Experience
Colorado Dept of Regulatory Agencies May 2013 - Present
Society of Certified Senior Advisors May 2002 - October 2011
OppenheimerFunds June 1996 - August 2011
Society of Certified Senior Advisors 2001 - 2011
Williams & Richey, P.C. 1992 - 1996
Skills
Database Administration, Processes Development, Project Management, Training, Employee Management, Team Building, Customer Service, Project Planning, Quality Assurance, Microsoft Office, Inventory Management, Employee Benefits, Strategic Planning, Marketing, Databases, Team Leadership, Communication, Leadership, Management, Process Improvement, Analysis
Education
Minnesota State University, Moorhead 1982 — 1985
B.S., Education, English, Speech
Minot State University 1980 — 1982
Bachelor of Arts (BA), Communications
Colorado Dept of Regulatory Agencies May 2013 - Present
Society of Certified Senior Advisors May 2002 - October 2011
OppenheimerFunds June 1996 - August 2011
Society of Certified Senior Advisors 2001 - 2011
Williams & Richey, P.C. 1992 - 1996
Skills
Database Administration, Processes Development, Project Management, Training, Employee Management, Team Building, Customer Service, Project Planning, Quality Assurance, Microsoft Office, Inventory Management, Employee Benefits, Strategic Planning, Marketing, Databases, Team Leadership, Communication, Leadership, Management, Process Improvement, Analysis
Education
Minnesota State University, Moorhead 1982 — 1985
B.S., Education, English, Speech
Minot State University 1980 — 1982
Bachelor of Arts (BA), Communications
Anne Marie (Ruvolo) Russo Anne Marie (Ruvolo) Russo's OppenheimerFunds Experience November 2010 - February 2012
Job Digital Asset Administrator at Bain & Company
Industry Financial Services
Experience
Bain & Company February 2012 - Present
OppenheimerFunds November 2010 - February 2012
Highlights for Children October 2009 - November 2010
Skills
Content Management, Digital Asset Management, Web Content Management, Adobe Creative Suite, Content Strategy, Publishing, Metadata Management, Metadata Standards, Taxonomy, Project Management, Content Development, Usability, Brightcove, Digital Assets, Digital Video, Digital Archiving, Digital Media, Vendor Management
Education
Pace University 2006 — 2008
MS, Publishing
Molloy College 2003 — 2006
BA, English Literature
Bain & Company February 2012 - Present
OppenheimerFunds November 2010 - February 2012
Highlights for Children October 2009 - November 2010
Skills
Content Management, Digital Asset Management, Web Content Management, Adobe Creative Suite, Content Strategy, Publishing, Metadata Management, Metadata Standards, Taxonomy, Project Management, Content Development, Usability, Brightcove, Digital Assets, Digital Video, Digital Archiving, Digital Media, Vendor Management
Education
Pace University 2006 — 2008
MS, Publishing
Molloy College 2003 — 2006
BA, English Literature
Alexis Prokop Alexis Prokop's OppenheimerFunds Experience November 2012 - Present
Job at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management October 2014 - Present
OppenheimerFunds November 2012 - Present
OppenheimerFunds September 2012 - November 2012
OppenheimerFunds June 2011 - August 2012
Skills
Series 7, Series 63, Investments, Fixed Income, Municipal Bonds, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, Wealth Management, Microsoft Office, Equities, Retirement Planning, Securities, Financial Advisory, Finance, Microsoft Word, Retirement, Financial Services
Education
Muhlenberg College 2007 — 2011
Bachelor of Arts (BA), Business Administration and Marketing
Morgan Stanley Private Wealth Management October 2014 - Present
OppenheimerFunds November 2012 - Present
OppenheimerFunds September 2012 - November 2012
OppenheimerFunds June 2011 - August 2012
Skills
Series 7, Series 63, Investments, Fixed Income, Municipal Bonds, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, Wealth Management, Microsoft Office, Equities, Retirement Planning, Securities, Financial Advisory, Finance, Microsoft Word, Retirement, Financial Services
Education
Muhlenberg College 2007 — 2011
Bachelor of Arts (BA), Business Administration and Marketing
Christopher Coyne Christopher Coyne's OppenheimerFunds Experience September 2014 - Present
Job Product Specialist at Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds September 2014 - Present
Sport Changes Life Foundation August 2013 - June 2014
MarketAxess June 2013 - August 2013
BGC Partners June 2012 - August 2012
Barclays Investment Bank August 2010 - August 2011
Skills
Bloomberg, Trading, Electronic Trading, Series 7, Emerging Markets, Analysis, Training, Sales, Traders, Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
National University of Ireland, Galway 2013 — 2014
Master's degree, International Management
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.3/4.0
Xavier High School New 2005 — 2009
Diploma, Finance, General
OppenheimerFunds September 2014 - Present
Sport Changes Life Foundation August 2013 - June 2014
MarketAxess June 2013 - August 2013
BGC Partners June 2012 - August 2012
Barclays Investment Bank August 2010 - August 2011
Skills
Bloomberg, Trading, Electronic Trading, Series 7, Emerging Markets, Analysis, Training, Sales, Traders, Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
National University of Ireland, Galway 2013 — 2014
Master's degree, International Management
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.3/4.0
Xavier High School New 2005 — 2009
Diploma, Finance, General
Jill Mulcahy Jill Mulcahy's OppenheimerFunds Experience February 1984 - Present
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 1984 - Present
Education
William E. Simon School of Business
Rochester Institute of Technology
Monroe Community College
OppenheimerFunds February 1984 - Present
Education
William E. Simon School of Business
Rochester Institute of Technology
Monroe Community College
Tatyana Svirsky, CPA Tatyana Svirsky, CPA's OppenheimerFunds Experience September 2006 - September 2010
Job Accounting Consultant at Robert Half Finance & Accounting
Industry Financial Services
Experience
Robert Half Finance & Accounting December 2013 - Present
Brown Brothers Harriman Denver September 2010 - Present
OppenheimerFunds September 2006 - September 2010
Supreme Health Care December 2002 - September 2006
Pulte Mortgage September 2000 - December 2002
Skills
Financial Analysis, Finance, Equities, Vendor Management, Mutual Funds, Accounting, Financial Reporting, Financial Accounting, Bloomberg, Securities, Investments, Derivatives, Fund Accounting, Tax, Alternative Investments, Fixed Income, Financial Services, Cash Management, Corporate Finance, Business Analysis, Asset Management
Education
Metropolitan State College of Denver 2004 — 2006
BS, Accounting
Robert Half Finance & Accounting December 2013 - Present
Brown Brothers Harriman Denver September 2010 - Present
OppenheimerFunds September 2006 - September 2010
Supreme Health Care December 2002 - September 2006
Pulte Mortgage September 2000 - December 2002
Skills
Financial Analysis, Finance, Equities, Vendor Management, Mutual Funds, Accounting, Financial Reporting, Financial Accounting, Bloomberg, Securities, Investments, Derivatives, Fund Accounting, Tax, Alternative Investments, Fixed Income, Financial Services, Cash Management, Corporate Finance, Business Analysis, Asset Management
Education
Metropolitan State College of Denver 2004 — 2006
BS, Accounting
Jonathan Buck's OppenheimerFunds Experience October 2012 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2012 - Present
OppenheimerFunds September 2010 - October 2012
Chase Investment Services Corp December 2008 - September 2010
Castle Rock Chamber of Commerce 2008 - 2009
Merrill Lynch November 2006 - December 2008
RR Donnelley July 1994 - September 2004
Skills
Financial Analysis, Relationship Management, Portfolio Management, Strategic Planning, Mutual Funds, Strategic Financial..., Series 7, Investments, Retirement Planning, Wealth Management, Investment Advisory, Asset Managment, Capital Markets, Securities, Asset Allocation, Retirement, Investment Strategies, Alternative Investments, Fixed Annuities, Investment Management, Finance, Financial Advisory, IRAs, Variable Annuities, ETFs, Wealth Management..., 401k, Credit Analysis
Education
Montana State University-Bozeman 1984 — 1988
Bachelor of Science, Finance, Economics
College for Financial Planning
Chartered Retirement Planning Counselor, Estate Planning, Investment Planning, Retirement Planning, Insurance Planning, Tax Planning
Leadership Douglas County
OppenheimerFunds October 2012 - Present
OppenheimerFunds September 2010 - October 2012
Chase Investment Services Corp December 2008 - September 2010
Castle Rock Chamber of Commerce 2008 - 2009
Merrill Lynch November 2006 - December 2008
RR Donnelley July 1994 - September 2004
Skills
Financial Analysis, Relationship Management, Portfolio Management, Strategic Planning, Mutual Funds, Strategic Financial..., Series 7, Investments, Retirement Planning, Wealth Management, Investment Advisory, Asset Managment, Capital Markets, Securities, Asset Allocation, Retirement, Investment Strategies, Alternative Investments, Fixed Annuities, Investment Management, Finance, Financial Advisory, IRAs, Variable Annuities, ETFs, Wealth Management..., 401k, Credit Analysis
Education
Montana State University-Bozeman 1984 — 1988
Bachelor of Science, Finance, Economics
College for Financial Planning
Chartered Retirement Planning Counselor, Estate Planning, Investment Planning, Retirement Planning, Insurance Planning, Tax Planning
Leadership Douglas County
Bill Raynor's OppenheimerFunds Experience VP, 529 Sales & Client Relationship ManagementOppenheimerFunds2005 - 2009
Job Vice President, Head of 529 Sales & Client Relationship Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds VP, 529 Sales & Client Relationship ManagementOppenheimerFunds2005 - 2009
Skills
Mutual Funds, CRM, Relationship Management, Series 7, Financial Services, Securities, Series 63, 401k, Asset Allocation, Series 6, Wealth Management, FINRA, Retirement, Alternative Investments, Series 24
Education
New England Law Boston
Juris Doctorate, Law
Syracuse University
B.A., Law & Policy Studies & Political Science
OppenheimerFunds VP, 529 Sales & Client Relationship ManagementOppenheimerFunds2005 - 2009
Skills
Mutual Funds, CRM, Relationship Management, Series 7, Financial Services, Securities, Series 63, 401k, Asset Allocation, Series 6, Wealth Management, FINRA, Retirement, Alternative Investments, Series 24
Education
New England Law Boston
Juris Doctorate, Law
Syracuse University
B.A., Law & Policy Studies & Political Science
Amy Mosser Romero Amy Mosser Romero's OppenheimerFunds Experience May 1997 - October 2006
Job Client Relationship Manager at Candid Culture, Inc.
Industry Professional Training & Coaching
Experience
Candid Culture, Inc. April 2015 - Present
Great-West Financial August 2013 - March 2015
Denver Investments November 2012 - August 2013
OFI Institutional Asset Management (subsidiary of OppenheimerFunds) October 2006 - April 2012
OppenheimerFunds May 1997 - October 2006
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Institutional, Retirement, 401k, Investment Advisory, Investment Strategies, Relationship Management, Business Development, Project Management, Sales, Marketing, Equities, Investments, Fixed Income, Portfolio Management, Strategic Financial..., Asset Allocation, Wealth Management, Investment Management, Asset Management, Due Diligence, Hedge Funds, Securities, Retirement Planning, Client Services
Education
University of Northern Colorado 1992 — 1995
BA, Biology
Midland Lutheran College 1990 — 1992
Biology, General
Candid Culture, Inc. April 2015 - Present
Great-West Financial August 2013 - March 2015
Denver Investments November 2012 - August 2013
OFI Institutional Asset Management (subsidiary of OppenheimerFunds) October 2006 - April 2012
OppenheimerFunds May 1997 - October 2006
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Institutional, Retirement, 401k, Investment Advisory, Investment Strategies, Relationship Management, Business Development, Project Management, Sales, Marketing, Equities, Investments, Fixed Income, Portfolio Management, Strategic Financial..., Asset Allocation, Wealth Management, Investment Management, Asset Management, Due Diligence, Hedge Funds, Securities, Retirement Planning, Client Services
Education
University of Northern Colorado 1992 — 1995
BA, Biology
Midland Lutheran College 1990 — 1992
Biology, General
Michael Sternhell Michael Sternhell's OppenheimerFunds Experience June 2011 - Present
Job Senior Vice President and Senior Counsel at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2011 - Present
Kramer Levin Naftalis & Frankel LLP October 2002 - June 2011
Cambodia Office of the United Nations High Commissioner for Human Rights June 2000 - August 2000
Skills
Commercial Litigation, Litigation, Securities Litigation, Civil Litigation, Dispute Resolution, Arbitration, Bankruptcy, Criminal Law, Internal Investigations, Risk Management, Securities Regulation, Securities, Privacy Law, Legal Compliance, White Collar Criminal..., Risk Mitigation, Disclosure, Marketing Compliance
Education
New York University School of Law 1999 — 2002
JD, Law
Wesleyan University 1993 — 1998
BA, College of Social Studies
OppenheimerFunds June 2011 - Present
Kramer Levin Naftalis & Frankel LLP October 2002 - June 2011
Cambodia Office of the United Nations High Commissioner for Human Rights June 2000 - August 2000
Skills
Commercial Litigation, Litigation, Securities Litigation, Civil Litigation, Dispute Resolution, Arbitration, Bankruptcy, Criminal Law, Internal Investigations, Risk Management, Securities Regulation, Securities, Privacy Law, Legal Compliance, White Collar Criminal..., Risk Mitigation, Disclosure, Marketing Compliance
Education
New York University School of Law 1999 — 2002
JD, Law
Wesleyan University 1993 — 1998
BA, College of Social Studies
Rohan Patel's OppenheimerFunds Experience January 2012 - June 2012
Job Human Resources Consultant at Jefferies
Industry Market Research
Experience
Jefferies September 2014 - December 2014
Seven Step RPO July 2013 - January 2014
OppenheimerFunds January 2012 - June 2012
Options Group January 2011 - June 2011
Skills
Account Management, Recruiting, Research, Time Management, Blogging, Market Research, Teamwork, Hiring, Leadership, Interviews, Social Media, Human Resources, Training, Talent Acquisition, Sourcing, Banking, Technical Recruiting, Executive Search, CRM
Education
Northeastern University, D'Amore-McKim School of Business 2009 — 2014
Bachelor's degree, Management and Finance
Rouen Business School 2010 — 2010
International Business
Herricks High School 2005 — 2009
Jefferies September 2014 - December 2014
Seven Step RPO July 2013 - January 2014
OppenheimerFunds January 2012 - June 2012
Options Group January 2011 - June 2011
Skills
Account Management, Recruiting, Research, Time Management, Blogging, Market Research, Teamwork, Hiring, Leadership, Interviews, Social Media, Human Resources, Training, Talent Acquisition, Sourcing, Banking, Technical Recruiting, Executive Search, CRM
Education
Northeastern University, D'Amore-McKim School of Business 2009 — 2014
Bachelor's degree, Management and Finance
Rouen Business School 2010 — 2010
International Business
Herricks High School 2005 — 2009
Christine Vaccaro Christine Vaccaro's OppenheimerFunds Experience August 1999 - April 2004
Job
Industry
Experience
OppenheimerFunds August 1999 - April 2004
Skills
Administrative..., Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Data Entry, Marketing, Marketing Strategy, Public Speaking, Sales Management, Teaching
Education
Montclair State University 1991 — 1993
Bachelor's degree, Elementary Education and Teaching
OppenheimerFunds August 1999 - April 2004
Skills
Administrative..., Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Data Entry, Marketing, Marketing Strategy, Public Speaking, Sales Management, Teaching
Education
Montclair State University 1991 — 1993
Bachelor's degree, Elementary Education and Teaching
Jill Perks Jill Perks's OppenheimerFunds Experience April 2014 - Present
Job Supervisor of Transfer Agent 529 Operations
Industry Financial Services
Experience
OppenheimerFunds April 2014 - Present
Target February 2012 - April 2014
Target June 2010 - February 2012
Target August 2009 - June 2010
Target June 2009 - August 2009
Skills
Leadership, Retail, Human Resources, Training, Talent Management, Public Speaking, Team Leadership, Recruiting, Management, PowerPoint, Logistics, Microsoft Office, Merchandising, Succession Planning, Marketing, Big Box, Store Management, Inventory Management, Loss Prevention, Customer Service, Interview Preparation, Series 6, Finance, 529 Plans
Education
Michigan State University 2006 — 2010
Bachelor of Arts (B.A.), Organizational Communication, Public Relations Specialization with a Business Cognate
OppenheimerFunds April 2014 - Present
Target February 2012 - April 2014
Target June 2010 - February 2012
Target August 2009 - June 2010
Target June 2009 - August 2009
Skills
Leadership, Retail, Human Resources, Training, Talent Management, Public Speaking, Team Leadership, Recruiting, Management, PowerPoint, Logistics, Microsoft Office, Merchandising, Succession Planning, Marketing, Big Box, Store Management, Inventory Management, Loss Prevention, Customer Service, Interview Preparation, Series 6, Finance, 529 Plans
Education
Michigan State University 2006 — 2010
Bachelor of Arts (B.A.), Organizational Communication, Public Relations Specialization with a Business Cognate
Donna Goodman Donna Goodman's OppenheimerFunds Experience March 1988 - March 1991
Job Practicum Student at Missouri Western State UniversitySt. Joseph, MO
Industry Mental Health Care
Experience
Missouri Western State University--St. Joseph, MO August 2013 - December 2013
Awesome Toys & Hobbies 1999 - 2008
OppenheimerFunds March 1988 - March 1991
Skills
Research, Psychology, Public Speaking, Microsoft Excel, Microsoft Word, Communication Skills, Report Writing, Patience, Passion for Helping..., Love Of Learning, Learning Quickly, Leadership, Problem Solving, Organization, Highly detail oriented, Team-oriented, Motivated self-starter, Social Networking, People Skills, Data Entry, Critical Thinking, Telephone Skills, Teaching, PowerPoint, Anger Management, Customer Service
Education
Missouri Western State University 2012 — 2015
Bachelor of Science (B.S.), Psychology, 3.96
Missouri Western State University--St. Joseph, MO August 2013 - December 2013
Awesome Toys & Hobbies 1999 - 2008
OppenheimerFunds March 1988 - March 1991
Skills
Research, Psychology, Public Speaking, Microsoft Excel, Microsoft Word, Communication Skills, Report Writing, Patience, Passion for Helping..., Love Of Learning, Learning Quickly, Leadership, Problem Solving, Organization, Highly detail oriented, Team-oriented, Motivated self-starter, Social Networking, People Skills, Data Entry, Critical Thinking, Telephone Skills, Teaching, PowerPoint, Anger Management, Customer Service
Education
Missouri Western State University 2012 — 2015
Bachelor of Science (B.S.), Psychology, 3.96
Bradley Finkle Bradley Finkle's OppenheimerFunds Experience September 2004 - November 2007
Job Managing Director, Head of Public Markets (MFs and VAs) Business at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF December 2007 - March 2015
OppenheimerFunds September 2004 - November 2007
Citigroup August 1996 - September 2004
Citigroup Asset Management 1996 - 2004
Gruntal & Co 1995 - 1996
Skills
Investments, Series 7, Mutual Funds, Alternative Investments, Series 63, Fixed Income, Equities, Asset Managment, Asset Allocation, Wealth Management, Securities, Portfolio Management, Separately Managed...
Education
New York University 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Wisconsin-Madison 1991 — 1995
Bachelor of Business Administration, Accounting
TIAA-CREF March 2015 - Present
TIAA-CREF December 2007 - March 2015
OppenheimerFunds September 2004 - November 2007
Citigroup August 1996 - September 2004
Citigroup Asset Management 1996 - 2004
Gruntal & Co 1995 - 1996
Skills
Investments, Series 7, Mutual Funds, Alternative Investments, Series 63, Fixed Income, Equities, Asset Managment, Asset Allocation, Wealth Management, Securities, Portfolio Management, Separately Managed...
Education
New York University 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Wisconsin-Madison 1991 — 1995
Bachelor of Business Administration, Accounting
Ryan Fitzmaurice Ryan Fitzmaurice's OppenheimerFunds Experience September 2012 - January 2014
Job Aventis Asset Management
Industry Oil & Energy
Experience
Aventis Asset Management March 2014 - Present
OppenheimerFunds September 2012 - January 2014
Wells Fargo January 2011 - August 2012
Wells Fargo May 2009 - January 2011
Wachovia May 2007 - 2009
Citi 2006 - 2007
Power Futures 2005 - 2006
Skills
Trading, Commodity, Options, Derivatives, Hedging, Natural Gas, Swaps, Risk Management, Fixed Income, Trading Systems, Gas, Financial Modeling, Oil Trading, Distillate Trading, R programming, Forecasting, Python, Boost C++
Education
Baruch College's MFE program 2013 — 2013
C++ Programming for Financial Engineering Certification
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MS in Economics, Quantatitive Finance
New York University 2001 — 2005
BA, Economics
Regis HS
Aventis Asset Management March 2014 - Present
OppenheimerFunds September 2012 - January 2014
Wells Fargo January 2011 - August 2012
Wells Fargo May 2009 - January 2011
Wachovia May 2007 - 2009
Citi 2006 - 2007
Power Futures 2005 - 2006
Skills
Trading, Commodity, Options, Derivatives, Hedging, Natural Gas, Swaps, Risk Management, Fixed Income, Trading Systems, Gas, Financial Modeling, Oil Trading, Distillate Trading, R programming, Forecasting, Python, Boost C++
Education
Baruch College's MFE program 2013 — 2013
C++ Programming for Financial Engineering Certification
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MS in Economics, Quantatitive Finance
New York University 2001 — 2005
BA, Economics
Regis HS
Jei-Min Lee Jei-Min Lee's OppenheimerFunds Experience March 2015 - Present
Job Mathematical Finance
Industry Financial Services
Experience
OppenheimerFunds March 2015 - Present
Merrill Lynch June 2014 - February 2015
Brown Brothers Harriman September 2011 - November 2012
Hewlett-Packard February 1998 - March 2009
Sun Microsystems March 1997 - February 1998
Skills
Cross-functional Team..., Program Management, Unix, Software Development, Start-ups, Telecommunications, Project Management, Linux, Competitive Analysis, Business Alliances, Channel, Outsourcing, SQL, Financial Analysis, MS Project, Databases, Derivatives, Solaris, Valuation, Business Analysis, CRM, Product Marketing, Management, Oracle, Quality Assurance, PMP, Business Intelligence, Vendor Management, Integration, Data Warehousing, Risk Management, Analysis, Finance, Financial Services, Equities, Financial Modeling
Education
New Jersey Institute of Technology 2013 — 2015
Master of Science (MS), Mathematical & Computational Finance (Financial Engineering)
CFA Institute 2009 — 2012
Financial and Investment Analysis, Passed all 3 levels of CFA exams
University of Toronto
M.S., Electrical Engineering / Computer Engineering
University of Toronto
B.S., Engineering Science (formerly Engineering Physics)
OppenheimerFunds March 2015 - Present
Merrill Lynch June 2014 - February 2015
Brown Brothers Harriman September 2011 - November 2012
Hewlett-Packard February 1998 - March 2009
Sun Microsystems March 1997 - February 1998
Skills
Cross-functional Team..., Program Management, Unix, Software Development, Start-ups, Telecommunications, Project Management, Linux, Competitive Analysis, Business Alliances, Channel, Outsourcing, SQL, Financial Analysis, MS Project, Databases, Derivatives, Solaris, Valuation, Business Analysis, CRM, Product Marketing, Management, Oracle, Quality Assurance, PMP, Business Intelligence, Vendor Management, Integration, Data Warehousing, Risk Management, Analysis, Finance, Financial Services, Equities, Financial Modeling
Education
New Jersey Institute of Technology 2013 — 2015
Master of Science (MS), Mathematical & Computational Finance (Financial Engineering)
CFA Institute 2009 — 2012
Financial and Investment Analysis, Passed all 3 levels of CFA exams
University of Toronto
M.S., Electrical Engineering / Computer Engineering
University of Toronto
B.S., Engineering Science (formerly Engineering Physics)
Art Weeast Art Weeast's OppenheimerFunds Experience 2004 - 2009
Job Director of Integration & Process Intelligence at Arist Education System
Industry Information Technology and Services
Experience
Arist Education System March 2015 - Present
Jones International University November 2009 - March 2015
OppenheimerFunds 2004 - 2009
Intuit Public Sector 2000 - 2004
Quad C Systems 1997 - 2000
Cable Audit Associates 1994 - 1997
Basix 1989 - 1994
Skills
Process Improvement, Operational Excellence, Change Management, Strategic Planning, Process Analysis, Relationship Management, Business Planning, Performance Management, Process Management, Business Process Mapping, Business Process..., Project Planning, Enterprise Software, Management, Analysis, Business Development, Vendor Management, Training, Business Intelligence, Business Process, Team Leadership, Project Management, Leadership, Sales, Six Sigma, Operations Management, Start-ups, Strategy, Process Engineering, Cross-functional Team..., Management Consulting, Integration, Requirements Analysis, Risk Management, PMO, Coaching, Team Building, IT Strategy, Quality Assurance, Program Management, Data Analysis, SDLC, PMP, Visio, Software Documentation, Software Project...
Education
Prosci Change Management Certification 2006 — 2006
New Jersey Institute of Technology
BSEE, Electrical Engineering
Arist Education System March 2015 - Present
Jones International University November 2009 - March 2015
OppenheimerFunds 2004 - 2009
Intuit Public Sector 2000 - 2004
Quad C Systems 1997 - 2000
Cable Audit Associates 1994 - 1997
Basix 1989 - 1994
Skills
Process Improvement, Operational Excellence, Change Management, Strategic Planning, Process Analysis, Relationship Management, Business Planning, Performance Management, Process Management, Business Process Mapping, Business Process..., Project Planning, Enterprise Software, Management, Analysis, Business Development, Vendor Management, Training, Business Intelligence, Business Process, Team Leadership, Project Management, Leadership, Sales, Six Sigma, Operations Management, Start-ups, Strategy, Process Engineering, Cross-functional Team..., Management Consulting, Integration, Requirements Analysis, Risk Management, PMO, Coaching, Team Building, IT Strategy, Quality Assurance, Program Management, Data Analysis, SDLC, PMP, Visio, Software Documentation, Software Project...
Education
Prosci Change Management Certification 2006 — 2006
New Jersey Institute of Technology
BSEE, Electrical Engineering
Jonas Merk Jonas Merk's OppenheimerFunds Experience 1999 - 2004
Job Regional Vice President Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2010 - Present
Benefit Consultants Group March 2007 - August 2010
Oppenheimerfunds 1999 - 2004
Skills
Mutual Funds, Series 7, 401k, Separately Managed..., Retirement Planning, Series 63
Education
Montclair State University
Nationwide Financial September 2010 - Present
Benefit Consultants Group March 2007 - August 2010
Oppenheimerfunds 1999 - 2004
Skills
Mutual Funds, Series 7, 401k, Separately Managed..., Retirement Planning, Series 63
Education
Montclair State University
Michael Chewning Michael Chewning's OppenheimerFunds Experience August 2012 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2012 - Present
5280 Beef®/5280 Land & Cattle Co. LLC March 2012 - August 2013
Wm Smith & Co. February 2011 - March 2012
Macquarie Group September 2009 - December 2010
Tristone Capital (acquired by Macquarie) January 2007 - August 2009
Petrie Parkman & Co. (acquired by Merrill Lynch) April 2006 - December 2006
Morgan Keegan 2000 - 2006
HSBC Securities 1999 - 2000
OppenheimerFunds 1995 - 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Marketing
Monmouth University 1989 — 1990
OppenheimerFunds August 2012 - Present
5280 Beef®/5280 Land & Cattle Co. LLC March 2012 - August 2013
Wm Smith & Co. February 2011 - March 2012
Macquarie Group September 2009 - December 2010
Tristone Capital (acquired by Macquarie) January 2007 - August 2009
Petrie Parkman & Co. (acquired by Merrill Lynch) April 2006 - December 2006
Morgan Keegan 2000 - 2006
HSBC Securities 1999 - 2000
OppenheimerFunds 1995 - 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Marketing
Monmouth University 1989 — 1990
Joe Dufour Joe Dufour's OppenheimerFunds Experience October 2004 - April 2005
Job IT Consultant
Industry Information Technology and Services
Experience
Self-Employed August 2001 - Present
Dufour Landscaping, LLC April 2005 - June 2012
OppenheimerFunds October 2004 - April 2005
Urban Edge Housing Corporation August 2001 - October 2004
NetTeks Technology Consultants February 2000 - August 2001
Verizon July 1998 - February 2000
Verizon March 1997 - July 1998
Verizon July 1996 - March 1997
Productivity Point International November 1994 - September 1995
Skills
Landscape operations, Landscape design and..., Plant stock, turf/tree..., Hiring/recruiting, Project Management, Relationship Management, Information Technology, Computer Repair, IT Management, IT Operations, IT Project..., Software Installation, Project Planning, Network Administration, Network Infrastructure..., Problem Solving, Building Relationships, Operations Management
Education
National Park Service Law Enforcement 1993 — 1993
National Park Service Law Enforcement Ranger, National Park Service Law Enforcement Ranger
Nichols College 1988 — 1992
Bachelor of Science in Business Administration, Business Administration and Management, General
Self-Employed August 2001 - Present
Dufour Landscaping, LLC April 2005 - June 2012
OppenheimerFunds October 2004 - April 2005
Urban Edge Housing Corporation August 2001 - October 2004
NetTeks Technology Consultants February 2000 - August 2001
Verizon July 1998 - February 2000
Verizon March 1997 - July 1998
Verizon July 1996 - March 1997
Productivity Point International November 1994 - September 1995
Skills
Landscape operations, Landscape design and..., Plant stock, turf/tree..., Hiring/recruiting, Project Management, Relationship Management, Information Technology, Computer Repair, IT Management, IT Operations, IT Project..., Software Installation, Project Planning, Network Administration, Network Infrastructure..., Problem Solving, Building Relationships, Operations Management
Education
National Park Service Law Enforcement 1993 — 1993
National Park Service Law Enforcement Ranger, National Park Service Law Enforcement Ranger
Nichols College 1988 — 1992
Bachelor of Science in Business Administration, Business Administration and Management, General
Anthony Ziniti, CFP®, CRPC®, MBA Anthony Ziniti, CFP®, CRPC®, MBA's OppenheimerFunds Experience April 2008 - December 2011
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities, LLC December 2011 - Present
Realty Capital Securities December 2011 - Present
OppenheimerFunds April 2008 - December 2011
Nationwide Insurance September 2006 - April 2008
Skills
Series 63, Series 7, Mutual Funds, Investments, Insurance, Securities, 401k, Fixed Annuities, Retirement, Asset Allocation, Retirement Planning, Wealth Management, Alternative Investments, Portfolio Management, Estate Planning, Strategic Financial..., Financial Advisory, Separately Managed..., Investment Advisory, Financial Planning
Education
Molloy College 2007 — 2009
Masters of Business Administration, Personal Financial Planning
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science, Entrepreneurship & Psychology
Realty Capital Securities, LLC December 2011 - Present
Realty Capital Securities December 2011 - Present
OppenheimerFunds April 2008 - December 2011
Nationwide Insurance September 2006 - April 2008
Skills
Series 63, Series 7, Mutual Funds, Investments, Insurance, Securities, 401k, Fixed Annuities, Retirement, Asset Allocation, Retirement Planning, Wealth Management, Alternative Investments, Portfolio Management, Estate Planning, Strategic Financial..., Financial Advisory, Separately Managed..., Investment Advisory, Financial Planning
Education
Molloy College 2007 — 2009
Masters of Business Administration, Personal Financial Planning
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science, Entrepreneurship & Psychology
Reshma Balani Reshma Balani's OppenheimerFunds Experience January 2003 - June 2009
Job Marketing Manager at MetLife
Industry Insurance
Experience
MetLife January 2011 - Present
OppenheimerFunds January 2003 - June 2009
Citi February 2003 - May 2007
Citi July 2000 - January 2003
Skills
Project Management, Campaign Management, Product Marketing, Marketing Management, Partner Relationship..., Marketing Strategy, Retirement, Integrated Marketing, Marketing, Advertising, Sales, IRAs, Product Development, Direct Marketing
Education
New York University 1996 — 2000
Bachelor of Arts, Psychology, French
MetLife January 2011 - Present
OppenheimerFunds January 2003 - June 2009
Citi February 2003 - May 2007
Citi July 2000 - January 2003
Skills
Project Management, Campaign Management, Product Marketing, Marketing Management, Partner Relationship..., Marketing Strategy, Retirement, Integrated Marketing, Marketing, Advertising, Sales, IRAs, Product Development, Direct Marketing
Education
New York University 1996 — 2000
Bachelor of Arts, Psychology, French
Marc Beekman Marc Beekman's OppenheimerFunds Experience June 2011 - August 2012
Job Director of Centralized Financial Security at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2014 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - February 2014
BBVA Compass August 2012 - June 2013
OppenheimerFunds June 2011 - August 2012
Transamerica August 2007 - June 2011
Jackson National Life February 2007 - August 2007
Independent Financial Group LLC 2005 - 2007
Skills
Series 63, Investments, Series 7, Financial Advisory, Mutual Funds, Securities, Fixed Annuities, FINRA, 401k, Asset Allocation, Retirement Planning, IRAs, ETFs, Variable Annuities, Retirement, Investment Advisory, Wealth Management, Financial Planners, Alternative Investments, Insurance, Life Insurance, Term Life Insurance, Universal Life, Fixed Income, Financial Services, Bonds, Investment Strategies, Separately Managed..., Investment Management, 401k Rollovers, Wealth Accumulation, Qualified Retirement..., Finance, 529 Plans, Retirement Savings, Income Protection, Risk Management, Defined Contribution, Disability Insurance, Portfolio Management, Asset Management, Strategic Financial..., Retirement Plan..., Long-term Care, Roth IRA, Long Term Care Insurance, Relationship Management, Wealth, Series 66, Financial Planning
Education
New York Institute of Technology-Old Westbury 2000 — 2002
BS, business
Suffolk County Community College 1998 — 2000
BS, business
Kings Park High School
Northwestern Mutual June 2014 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - February 2014
BBVA Compass August 2012 - June 2013
OppenheimerFunds June 2011 - August 2012
Transamerica August 2007 - June 2011
Jackson National Life February 2007 - August 2007
Independent Financial Group LLC 2005 - 2007
Skills
Series 63, Investments, Series 7, Financial Advisory, Mutual Funds, Securities, Fixed Annuities, FINRA, 401k, Asset Allocation, Retirement Planning, IRAs, ETFs, Variable Annuities, Retirement, Investment Advisory, Wealth Management, Financial Planners, Alternative Investments, Insurance, Life Insurance, Term Life Insurance, Universal Life, Fixed Income, Financial Services, Bonds, Investment Strategies, Separately Managed..., Investment Management, 401k Rollovers, Wealth Accumulation, Qualified Retirement..., Finance, 529 Plans, Retirement Savings, Income Protection, Risk Management, Defined Contribution, Disability Insurance, Portfolio Management, Asset Management, Strategic Financial..., Retirement Plan..., Long-term Care, Roth IRA, Long Term Care Insurance, Relationship Management, Wealth, Series 66, Financial Planning
Education
New York Institute of Technology-Old Westbury 2000 — 2002
BS, business
Suffolk County Community College 1998 — 2000
BS, business
Kings Park High School
Connie Lustofin Connie Lustofin's OppenheimerFunds Experience March 2014 - Present
Job Learning and Development, OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds March 2014 - Present
Bloomberg January 2009 - March 2014
Credit Suisse January 2002 - August 2008
Credit Suisse First Boston May 2002 - January 2005
Bright Sun Consulting 1997 - 2000
McCann Erickson 1996 - 1997
Skills
Human Resources, Instructional Design, Recruiting, E-Learning, CRM, Employee Relations, Talent Management, Program Management, Learning Management..., Coaching, Organizational..., Analysis, Training, Performance Management, Management, Project Management
Education
American Society for Training and Development (ASTD) 2006 — 2006
Certificate, eLearning Instructional Design
New York University 1998 — 2000
Certification Program - School of Continuing and Professional Studies, Finance
Purchase College, SUNY 1989 — 1993
OppenheimerFunds March 2014 - Present
Bloomberg January 2009 - March 2014
Credit Suisse January 2002 - August 2008
Credit Suisse First Boston May 2002 - January 2005
Bright Sun Consulting 1997 - 2000
McCann Erickson 1996 - 1997
Skills
Human Resources, Instructional Design, Recruiting, E-Learning, CRM, Employee Relations, Talent Management, Program Management, Learning Management..., Coaching, Organizational..., Analysis, Training, Performance Management, Management, Project Management
Education
American Society for Training and Development (ASTD) 2006 — 2006
Certificate, eLearning Instructional Design
New York University 1998 — 2000
Certification Program - School of Continuing and Professional Studies, Finance
Purchase College, SUNY 1989 — 1993
Kristi Moore, CPA's OppenheimerFunds Experience May 2007 - June 2010
Job State Tax Manager at Target
Industry Retail
Experience
Target August 2015 - Present
Target June 2010 - August 2015
Target April 2012 - May 2013
OppenheimerFunds May 2007 - June 2010
CBIZ October 2005 - May 2007
EKS&H January 2005 - October 2005
Skills
State Tax Planning, Federal & State Income..., State Tax, StateTax Controversy, Corporate Tax, Tax, Tax Accounting, Microsoft Excel, CPA, Forecasting, Process Improvement, Income Tax, Microsoft Office, Tax Research, Leadership, OneSource, SAP BW, Tax Law, Tax Preparation, Accounting, Provision, Strategic Communications, Change Management, Project Management, Management
Education
University of Denver - Sturm College of Law 2004 — 2006
Masters of Taxation, Tax Law/Taxation
St. John Fisher College 2002 — 2004
Bachelor of Science (B.S.), Accounting
Monroe Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Target August 2015 - Present
Target June 2010 - August 2015
Target April 2012 - May 2013
OppenheimerFunds May 2007 - June 2010
CBIZ October 2005 - May 2007
EKS&H January 2005 - October 2005
Skills
State Tax Planning, Federal & State Income..., State Tax, StateTax Controversy, Corporate Tax, Tax, Tax Accounting, Microsoft Excel, CPA, Forecasting, Process Improvement, Income Tax, Microsoft Office, Tax Research, Leadership, OneSource, SAP BW, Tax Law, Tax Preparation, Accounting, Provision, Strategic Communications, Change Management, Project Management, Management
Education
University of Denver - Sturm College of Law 2004 — 2006
Masters of Taxation, Tax Law/Taxation
St. John Fisher College 2002 — 2004
Bachelor of Science (B.S.), Accounting
Monroe Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Alma Paul's OppenheimerFunds Experience May 2015 - Present
Job Master's in Information Assurance
Industry Computer & Network Security
Experience
OppenheimerFunds May 2015 - Present
OppenheimerFunds June 2014 - December 2014
Northeastern University January 2014 - June 2014
Skills
Microsoft Excel, Microsoft Office, SQL, Servers, Computer Security, Security, Information Technology, Analysis, Penetration Testing, Risk Management, Wireshark, Linux, Firewalls, Active Directory, Digital Forensics, Network Security
Education
Northeastern University 2013 — 2015
Master's degree, Computer and Information Systems Security/Information Assurance
Nagpur University 2009 — 2014
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
OppenheimerFunds May 2015 - Present
OppenheimerFunds June 2014 - December 2014
Northeastern University January 2014 - June 2014
Skills
Microsoft Excel, Microsoft Office, SQL, Servers, Computer Security, Security, Information Technology, Analysis, Penetration Testing, Risk Management, Wireshark, Linux, Firewalls, Active Directory, Digital Forensics, Network Security
Education
Northeastern University 2013 — 2015
Master's degree, Computer and Information Systems Security/Information Assurance
Nagpur University 2009 — 2014
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
Jaya Dwivedi Jaya Dwivedi's OppenheimerFunds Experience April 2013 - Present
Job Business Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2013 - Present
OppenheimerFunds January 2010 - April 2013
OppenheimerFunds June 2008 - September 2008
American Express Business Travel 2006 - 2007
Skills
SQL, QTP, Siebel, Unix, QC, Salesforce.com, Oracle BI, ETL, PL/SQL, Informatica, Quality Assurance, Cloud Computing, Requirements Analysis, MS Project, Requirements Gathering
Education
New Jersey Institute of Technology 2007 — 2009
MS, Computer Science
Swami Ramanand Teerth Marathwada University 2002 — 2006
BE, Electronics & Telecom
Greenfields public School
High School, Science
OppenheimerFunds April 2013 - Present
OppenheimerFunds January 2010 - April 2013
OppenheimerFunds June 2008 - September 2008
American Express Business Travel 2006 - 2007
Skills
SQL, QTP, Siebel, Unix, QC, Salesforce.com, Oracle BI, ETL, PL/SQL, Informatica, Quality Assurance, Cloud Computing, Requirements Analysis, MS Project, Requirements Gathering
Education
New Jersey Institute of Technology 2007 — 2009
MS, Computer Science
Swami Ramanand Teerth Marathwada University 2002 — 2006
BE, Electronics & Telecom
Greenfields public School
High School, Science
Patrick McGowan's OppenheimerFunds Experience November 2008 - December 2012
Job Vice President, Alternative Investment Consultant
Industry Investment Management
Experience
Altegris Investments January 2013 - Present
OppenheimerFunds November 2008 - December 2012
Viacom May 2005 - July 2005
Discovery Communications January 2004 - February 2004
Skills
Alternative Investments, Series 63, Mutual Funds, Hedge Funds, Series 7, Series 3, Global Macro, CTA, Investments, Equities, Fixed Income, Private Equity, Asset Allocation, Sales, Business Development, Investor Relations
Education
New York University 2010 — 2010
SCPS - Portfolio Management, The Options Market and Trading Strategies
Vanderbilt University 2002 — 2006
Bachelor's Degree
Vanderbilt University - Owen Graduate School of Management 2005 — 2005
Accelerator Program: Finance, General
Brunswick School 1994 — 2002
High School
Altegris Investments January 2013 - Present
OppenheimerFunds November 2008 - December 2012
Viacom May 2005 - July 2005
Discovery Communications January 2004 - February 2004
Skills
Alternative Investments, Series 63, Mutual Funds, Hedge Funds, Series 7, Series 3, Global Macro, CTA, Investments, Equities, Fixed Income, Private Equity, Asset Allocation, Sales, Business Development, Investor Relations
Education
New York University 2010 — 2010
SCPS - Portfolio Management, The Options Market and Trading Strategies
Vanderbilt University 2002 — 2006
Bachelor's Degree
Vanderbilt University - Owen Graduate School of Management 2005 — 2005
Accelerator Program: Finance, General
Brunswick School 1994 — 2002
High School
Dawn Frank Dawn Frank's OppenheimerFunds Experience September 1996 - February 1999
Job Facilitator in Talent Management
Industry Financial Services
Experience
TIAA-CREF June 2004 - Present
Self-Employed Writer August 2002 - Present
Trouble Free Travel August 2008 - December 2012
CFS School August 2001 - June 2002
World Venture August 1999 - March 2001
OppenheimerFunds September 1996 - February 1999
Skills
Team Building..., Lean Transformation, Business Writing, Customer Experience, Complaint Management, Research, Training, Mentoring, Creative Writing, Template Creation, Sales, Screenwriting, Teaching, Event Planning, Retirement Plan..., Qualified Retirement..., Series 6, Series 63, Life & Health Insurance..., Division of Assets in..., Letter Writing, Program Facilitation, Financial Services, Mutual Funds, Participant..., Recruiting, 401k Rollovers, 403 b, Defined Contribution, TDA, Guaranteed Lifetime..., Variable Annuities, IRAs, Retirement Savings, Customer Service, Process Improvement, Strategic Planning, Team Building
Education
University of California, Los Angeles 2003 — 2004
Masters Certificate, Screenwriting
Moody Bible Institute 1989 — 1993
Bachelor of Education, Education and Theology
TIAA-CREF June 2004 - Present
Self-Employed Writer August 2002 - Present
Trouble Free Travel August 2008 - December 2012
CFS School August 2001 - June 2002
World Venture August 1999 - March 2001
OppenheimerFunds September 1996 - February 1999
Skills
Team Building..., Lean Transformation, Business Writing, Customer Experience, Complaint Management, Research, Training, Mentoring, Creative Writing, Template Creation, Sales, Screenwriting, Teaching, Event Planning, Retirement Plan..., Qualified Retirement..., Series 6, Series 63, Life & Health Insurance..., Division of Assets in..., Letter Writing, Program Facilitation, Financial Services, Mutual Funds, Participant..., Recruiting, 401k Rollovers, 403 b, Defined Contribution, TDA, Guaranteed Lifetime..., Variable Annuities, IRAs, Retirement Savings, Customer Service, Process Improvement, Strategic Planning, Team Building
Education
University of California, Los Angeles 2003 — 2004
Masters Certificate, Screenwriting
Moody Bible Institute 1989 — 1993
Bachelor of Education, Education and Theology
JD Hendrickson JD Hendrickson's OppenheimerFunds Experience December 2014 - Present
Job Senior Software Engineer (Contract) at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds December 2014 - Present
Digital Opera LLC November 2011 - Present
Podomani, Inc July 2007 - November 2011
Avenue Right, LLC January 2008 - October 2011
Vtrenz, A Silverpop Company January 2006 - July 2007
Vtrenz, A Silverpop Company April 2004 - December 2005
Implex 2000 - 2004
Skills
Ruby on Rails, jQuery, HTML 5, CSS3, MongoDB, Git, Heroku, Information Architecture, MySQL, SaaS, Microsoft SQL Server, HTML, Ruby, Software Development, Web Applications, PHP, Programming, Mobile Applications, Web Development, User Experience, SEO, Agile Methodologies, CSS, User Interface Design, ASP.NET MVC, Web Design, JavaScript, CMS, Database Design, E-commerce, Subversion, Apache, JSON, XML, Web Services, PostgreSQL, C#, Test Driven Development, Agile Project Management, Visual Studio, OOP, ASP.NET, Software Engineering, IIS, Linux, ASP, HTML5
Education
North Dakota State University 1997 — 1999
Detroit Lakes Senior High School 1994 — 1997
OppenheimerFunds December 2014 - Present
Digital Opera LLC November 2011 - Present
Podomani, Inc July 2007 - November 2011
Avenue Right, LLC January 2008 - October 2011
Vtrenz, A Silverpop Company January 2006 - July 2007
Vtrenz, A Silverpop Company April 2004 - December 2005
Implex 2000 - 2004
Skills
Ruby on Rails, jQuery, HTML 5, CSS3, MongoDB, Git, Heroku, Information Architecture, MySQL, SaaS, Microsoft SQL Server, HTML, Ruby, Software Development, Web Applications, PHP, Programming, Mobile Applications, Web Development, User Experience, SEO, Agile Methodologies, CSS, User Interface Design, ASP.NET MVC, Web Design, JavaScript, CMS, Database Design, E-commerce, Subversion, Apache, JSON, XML, Web Services, PostgreSQL, C#, Test Driven Development, Agile Project Management, Visual Studio, OOP, ASP.NET, Software Engineering, IIS, Linux, ASP, HTML5
Education
North Dakota State University 1997 — 1999
Detroit Lakes Senior High School 1994 — 1997
Adam Conard Adam Conard's OppenheimerFunds Experience April 2015 - Present
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2015 - Present
Nationwide Insurance September 2012 - April 2015
Nationwide Insurance August 2011 - September 2012
The Supplies Guys May 2008 - August 2010
Skills
Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, Financial Services, Territory Development, Series 6, Lead Generation, Sales Prospecting, Consumer Behaviour, Competitive Analysis, Financial Markets, Comparison Shopping..., Mutual Funds, Marketing Strategy, Online Marketing, Strategic Financial...
Education
Miami University 2007 — 2011
Farmer School of Business- Bachelor of Science (BS), Marketing
OppenheimerFunds April 2015 - Present
Nationwide Insurance September 2012 - April 2015
Nationwide Insurance August 2011 - September 2012
The Supplies Guys May 2008 - August 2010
Skills
Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, Financial Services, Territory Development, Series 6, Lead Generation, Sales Prospecting, Consumer Behaviour, Competitive Analysis, Financial Markets, Comparison Shopping..., Mutual Funds, Marketing Strategy, Online Marketing, Strategic Financial...
Education
Miami University 2007 — 2011
Farmer School of Business- Bachelor of Science (BS), Marketing
Jacob Rothschild Jacob Rothschild's OppenheimerFunds Experience November 2010 - May 2014
Job Vice President of Digital Content Strategy at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2014 - Present
OppenheimerFunds November 2010 - May 2014
Generate July 2008 - November 2010
Alliance Theatre/Woodruff Arts Center August 2003 - December 2005
Katzenbach Partners September 2001 - June 2003
Skills
Digital Strategy, Business Development, Advertising, Digital Marketing, Strategic Partnerships, Digital Media, Social Media, Strategy, Competitive Analysis, Social Media Marketing, Content Strategy, Marketing Strategy, Marketing, Integrated Marketing, Analytics, Marketing Communications
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Economics, Marketing, Strategy
Yale University 1997 — 2001
BA, American Studies
New York University 1999 — 1999
Study abroad: Florence, Italy
Neuberger Berman May 2014 - Present
OppenheimerFunds November 2010 - May 2014
Generate July 2008 - November 2010
Alliance Theatre/Woodruff Arts Center August 2003 - December 2005
Katzenbach Partners September 2001 - June 2003
Skills
Digital Strategy, Business Development, Advertising, Digital Marketing, Strategic Partnerships, Digital Media, Social Media, Strategy, Competitive Analysis, Social Media Marketing, Content Strategy, Marketing Strategy, Marketing, Integrated Marketing, Analytics, Marketing Communications
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Economics, Marketing, Strategy
Yale University 1997 — 2001
BA, American Studies
New York University 1999 — 1999
Study abroad: Florence, Italy
Jared King Jared King's OppenheimerFunds Experience November 2013 - October 2014
Job Business Development at Legg Mason
Industry Investment Management
Experience
Legg Mason October 2014 - Present
OppenheimerFunds November 2013 - October 2014
OppenheimerFunds May 2013 - November 2013
Wells Fargo Advisors LLC September 2011 - April 2013
Skills
Retirement Planning, Investments, Series 7, Loans, Finance, Mutual Funds, Mortgage Lending, Insurance, Asset Allocation, Banking, Portfolio Management, Capital Markets, Equities, Wealth Management
Education
Midwestern State University 2002 — 2007
BS
Legg Mason October 2014 - Present
OppenheimerFunds November 2013 - October 2014
OppenheimerFunds May 2013 - November 2013
Wells Fargo Advisors LLC September 2011 - April 2013
Skills
Retirement Planning, Investments, Series 7, Loans, Finance, Mutual Funds, Mortgage Lending, Insurance, Asset Allocation, Banking, Portfolio Management, Capital Markets, Equities, Wealth Management
Education
Midwestern State University 2002 — 2007
BS
Caitlin McAnaney Caitlin McAnaney's OppenheimerFunds Experience March 2014 - Present
Job HR Relationship Manager at OppenheimerFunds
Industry Human Resources
Experience
OppenheimerFunds March 2014 - Present
Publicis Healthcare Communications Group May 2013 - March 2014
Citi September 2011 - May 2013
Citi June 2011 - September 2011
Hilton Times Square October 2007 - January 2010
Hilton Times Square September 2006 - April 2007
Hilton Times Square May 2006 - September 2006
Swissotel the Drake 2003 - 2006
Tiffany & Co. June 2003 - August 2003
Hearst Magazines April 2002 - June 2002
Skills
Employee Relations, Human Resources, Performance Management, Talent Management, Personnel Management, Employee Benefits, Payroll, Employee Training, Coaching
Education
New York University 2009 — 2010
Master of Science, Human Resource Management and Development
University of Notre Dame 2002 — 2006
Bachelor of Arts, History and German Language/Literature
Goethe Institute (Munich) 2004 — 2004
Zertifikat Deutsch (Language Proficiency Exam), German Language
OppenheimerFunds March 2014 - Present
Publicis Healthcare Communications Group May 2013 - March 2014
Citi September 2011 - May 2013
Citi June 2011 - September 2011
Hilton Times Square October 2007 - January 2010
Hilton Times Square September 2006 - April 2007
Hilton Times Square May 2006 - September 2006
Swissotel the Drake 2003 - 2006
Tiffany & Co. June 2003 - August 2003
Hearst Magazines April 2002 - June 2002
Skills
Employee Relations, Human Resources, Performance Management, Talent Management, Personnel Management, Employee Benefits, Payroll, Employee Training, Coaching
Education
New York University 2009 — 2010
Master of Science, Human Resource Management and Development
University of Notre Dame 2002 — 2006
Bachelor of Arts, History and German Language/Literature
Goethe Institute (Munich) 2004 — 2004
Zertifikat Deutsch (Language Proficiency Exam), German Language
Ruth Kuyon Ruth Kuyon's OppenheimerFunds Experience November 2014 - Present
Job Delivery Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
OppenheimerFunds March 2013 - Present
Western Union December 2010 - March 2013
OppenheimerFunds January 2006 - December 2010
OppenheimerFunds May 2003 - January 2006
OppenheimerFunds March 1998 - May 2003
Eagle Hardware & Garden July 1995 - May 1998
Skills
Quality Assurance, Agile Methodologies, Requirements Gathering, Testing, Software Documentation, Business Analysis, Quality Center, Waterfall, SQL, Software Quality..., Test Planning, Project Planning, Project Management, Scrum, Test Automation, Microsoft Excel, QTP, SharePoint, Manual Testing, Program Management, Relationship Management, Conflict Resolution, Microsoft Project, WinRunner, LoadRunner, Wikis, Analysis, SDLC, User Acceptance Testing, Visio, Business Requirements, Test Cases, Test Management, IT Management, Requirements Analysis, Agile Project Management, Process Improvement, Organization &..., Microsoft Powerpoint, Microsoft Office, Microsoft Word, Anthill, DBVisualizer, Quick Test Pro, Leadership, Defect Tracking, Systems Analysis, PMO, Mutual Funds, Jira
Education
Regis University 2011 — 2014
Master of Science (M.S.), Information Technology Project Management, 4.0 GPA
Metropolitan State College of Denver 2002 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
OppenheimerFunds November 2014 - Present
OppenheimerFunds March 2013 - Present
Western Union December 2010 - March 2013
OppenheimerFunds January 2006 - December 2010
OppenheimerFunds May 2003 - January 2006
OppenheimerFunds March 1998 - May 2003
Eagle Hardware & Garden July 1995 - May 1998
Skills
Quality Assurance, Agile Methodologies, Requirements Gathering, Testing, Software Documentation, Business Analysis, Quality Center, Waterfall, SQL, Software Quality..., Test Planning, Project Planning, Project Management, Scrum, Test Automation, Microsoft Excel, QTP, SharePoint, Manual Testing, Program Management, Relationship Management, Conflict Resolution, Microsoft Project, WinRunner, LoadRunner, Wikis, Analysis, SDLC, User Acceptance Testing, Visio, Business Requirements, Test Cases, Test Management, IT Management, Requirements Analysis, Agile Project Management, Process Improvement, Organization &..., Microsoft Powerpoint, Microsoft Office, Microsoft Word, Anthill, DBVisualizer, Quick Test Pro, Leadership, Defect Tracking, Systems Analysis, PMO, Mutual Funds, Jira
Education
Regis University 2011 — 2014
Master of Science (M.S.), Information Technology Project Management, 4.0 GPA
Metropolitan State College of Denver 2002 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Tony Sirianni Tony Sirianni's OppenheimerFunds Experience 1993 - 1996
Job Managing Partner at Sirianni Strategy Group
Industry Financial Services
Experience
Sirianni Strategy Group May 2014 - Present
Steward Partners Consulting July 2013 - May 2014
Indpendent Advisor Partners June 2012 - June 2013
Washington Wealth Management December 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney/ Legg Mason December 2006 - June 2009
Legg Mason 1999 - December 2006
Merrill Lynch January 1991 - January 1999
OppenheimerFunds 1993 - 1996
Skills
Mergers, Public Speaking, Training, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Securities, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation, Series 63, Series 24, Financial Services, Investment Strategies, Asset Management, ETFs, Mergers & Acquisitions, FINRA, Finance, Equities
Education
New York Law School 1993 — 1996
JD, Law
Queens College 1989 — 1991
MA, Creative Writing
st anns school 1986 — 1987
Trinity College-Hartford 1984 — 1987
BA, English Language and Literature/Letters
Sirianni Strategy Group May 2014 - Present
Steward Partners Consulting July 2013 - May 2014
Indpendent Advisor Partners June 2012 - June 2013
Washington Wealth Management December 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney/ Legg Mason December 2006 - June 2009
Legg Mason 1999 - December 2006
Merrill Lynch January 1991 - January 1999
OppenheimerFunds 1993 - 1996
Skills
Mergers, Public Speaking, Training, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Securities, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation, Series 63, Series 24, Financial Services, Investment Strategies, Asset Management, ETFs, Mergers & Acquisitions, FINRA, Finance, Equities
Education
New York Law School 1993 — 1996
JD, Law
Queens College 1989 — 1991
MA, Creative Writing
st anns school 1986 — 1987
Trinity College-Hartford 1984 — 1987
BA, English Language and Literature/Letters
Kristine Bryan Kristine Bryan's OppenheimerFunds Experience March 2005 - January 2008
Job Investor and Advisor
Industry Investment Management
Experience
Private Harbour Investment Management June 2014 - Present
Bessemer Trust March 2008 - February 2011
OppenheimerFunds March 2005 - January 2008
Schroders 1998 - 2002
Credit Suisse First Boston July 1995 - April 1997
SG Warburg (now UBS) March 1992 - June 1995
Education
Case Western Reserve University - Weatherhead School of Management 1987 — 1999
MBA
Miami University 1980 — 1984
BSBA
Laurel School
Prep
Private Harbour Investment Management June 2014 - Present
Bessemer Trust March 2008 - February 2011
OppenheimerFunds March 2005 - January 2008
Schroders 1998 - 2002
Credit Suisse First Boston July 1995 - April 1997
SG Warburg (now UBS) March 1992 - June 1995
Education
Case Western Reserve University - Weatherhead School of Management 1987 — 1999
MBA
Miami University 1980 — 1984
BSBA
Laurel School
Prep
Kenneth Waddell's OppenheimerFunds Experience April 2011 - Present
Job VP, Head of Multimedia & Design
Industry Financial Services
Experience
OppenheimerFunds April 2011 - Present
RedeTV! August 2010 - May 2011
LeftField Pictures April 2010 - August 2010
Punk & Gorg Entertainment May 2008 - April 2010
Beyond Our Reality Productions October 1996 - May 2008
NYU 2003 - 2007
Batfilm Productions, Inc. August 1991 - December 1993
Skills
Video Production, Digital Media, Video, Creative Direction, Film, Broadcast
Education
New York University 1985 — 1989
BFA, Film & Television Production
Seton Hall Prep
OppenheimerFunds April 2011 - Present
RedeTV! August 2010 - May 2011
LeftField Pictures April 2010 - August 2010
Punk & Gorg Entertainment May 2008 - April 2010
Beyond Our Reality Productions October 1996 - May 2008
NYU 2003 - 2007
Batfilm Productions, Inc. August 1991 - December 1993
Skills
Video Production, Digital Media, Video, Creative Direction, Film, Broadcast
Education
New York University 1985 — 1989
BFA, Film & Television Production
Seton Hall Prep
Tom Couchman Tom Couchman's OppenheimerFunds Experience March 1995 - April 1998
Job
Industry Information Technology and Services
Experience
Booz Allen Hamilton August 2010 - Present
Lockheed Martin IS&GS 2007 - 2010
BearingPoint November 2005 - April 2007
Raytheon June 2004 - November 2005
J.D. Edwards/PeopleSoft April 1998 - May 2004
OppenheimerFunds March 1995 - April 1998
Lockheed Martin May 1984 - March 1995
Skills
Data Warehousing, Databases, Integration, Analysis, Six Sigma, Requirements Analysis, Systems Engineering, Enterprise Architecture, Architecture, Data Integration, Unix, Database Design, PL/SQL, Business Intelligence, Data Modeling, SDLC, Erwin, Requirements Gathering, Systems Analysis, ETL, Business Requirements, Oracle SQL, Process Improvement, Software Project..., SQL, ClearCase, SQL Server, Requirements Management, Data Analysis, Windows, Microsoft SQL Server, Business Process, Project Management, Enterprise Software, Business Process Design, Business Analysis
Education
Metropolitan State College of Denver 1979 — 1985
Bachelor of Science, Computer and Management Systems
University of Alabama 1968 — 1972
Bachelor of Arts, English Language and Literature/Letters
Booz Allen Hamilton August 2010 - Present
Lockheed Martin IS&GS 2007 - 2010
BearingPoint November 2005 - April 2007
Raytheon June 2004 - November 2005
J.D. Edwards/PeopleSoft April 1998 - May 2004
OppenheimerFunds March 1995 - April 1998
Lockheed Martin May 1984 - March 1995
Skills
Data Warehousing, Databases, Integration, Analysis, Six Sigma, Requirements Analysis, Systems Engineering, Enterprise Architecture, Architecture, Data Integration, Unix, Database Design, PL/SQL, Business Intelligence, Data Modeling, SDLC, Erwin, Requirements Gathering, Systems Analysis, ETL, Business Requirements, Oracle SQL, Process Improvement, Software Project..., SQL, ClearCase, SQL Server, Requirements Management, Data Analysis, Windows, Microsoft SQL Server, Business Process, Project Management, Enterprise Software, Business Process Design, Business Analysis
Education
Metropolitan State College of Denver 1979 — 1985
Bachelor of Science, Computer and Management Systems
University of Alabama 1968 — 1972
Bachelor of Arts, English Language and Literature/Letters
Chimene Stuck Chimene Stuck's OppenheimerFunds Experience August 2015 - Present
Job Code Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
Dimensional Fund Advisors April 1998 - June 2015
The Boston Group L.P. (Investment Banking Firm) January 1998 - April 1998
Skills
Code of Ethics, Regulatory Filings, Hold Series 7, FINRA/State..., Investment..., Paralegal Certification..., Compliance Policies and..., Compliance Program..., Regulatory Audits, Investment Company Act, Investment Advisers Act, Investments, Mutual Funds, Equities, Asset Management, FINRA, Fixed Income, Securities, Due Diligence
Education
University of California, Los Angeles 1999 — 2000
AATP-Cert
Mount Saint Mary's College California
Bachelor of Arts (B.A.)
OppenheimerFunds August 2015 - Present
Dimensional Fund Advisors April 1998 - June 2015
The Boston Group L.P. (Investment Banking Firm) January 1998 - April 1998
Skills
Code of Ethics, Regulatory Filings, Hold Series 7, FINRA/State..., Investment..., Paralegal Certification..., Compliance Policies and..., Compliance Program..., Regulatory Audits, Investment Company Act, Investment Advisers Act, Investments, Mutual Funds, Equities, Asset Management, FINRA, Fixed Income, Securities, Due Diligence
Education
University of California, Los Angeles 1999 — 2000
AATP-Cert
Mount Saint Mary's College California
Bachelor of Arts (B.A.)
Darren J. Miles's OppenheimerFunds Experience December 2004 - August 2010
Job
Industry Financial Services
Experience
Deutsche Bank January 2015 - Present
Anexio March 2012 - January 2015
OppenheimerFunds December 2004 - August 2010
OppenheimerFunds January 2003 - November 2004
OppenheimerFunds May 2000 - January 2003
Deutsche Bank August 1997 - October 1999
Skills
IT Service Management, Disaster Recovery, Vendor Management, Investments, Business Analysis, Operations Management, Business Continuity, Leadership, Fixed Income, Business Development, Consulting, Portfolio Management, Risk Management, IT Strategy, Information Technology, Technical Support, Management, Business Process..., IT Management, Team Leadership, IT Operations, Infrastructure, Cloud Computing, CRM, Security, Outsourcing, SDLC, Integration
Education
New York Institute of Technology-Old Westbury 1998 — 2002
Bachelor of Science
Deutsche Bank January 2015 - Present
Anexio March 2012 - January 2015
OppenheimerFunds December 2004 - August 2010
OppenheimerFunds January 2003 - November 2004
OppenheimerFunds May 2000 - January 2003
Deutsche Bank August 1997 - October 1999
Skills
IT Service Management, Disaster Recovery, Vendor Management, Investments, Business Analysis, Operations Management, Business Continuity, Leadership, Fixed Income, Business Development, Consulting, Portfolio Management, Risk Management, IT Strategy, Information Technology, Technical Support, Management, Business Process..., IT Management, Team Leadership, IT Operations, Infrastructure, Cloud Computing, CRM, Security, Outsourcing, SDLC, Integration
Education
New York Institute of Technology-Old Westbury 1998 — 2002
Bachelor of Science
Venky Neelee's OppenheimerFunds Experience March 2012 - Present
Job
Industry Capital Markets
Experience
OppenheimerFunds March 2012 - Present
Oppenheimer Funds Inc. March 2012 - Present
BSQ Analysts Inc September 2010 - Present
Dexia Credit Local October 2011 - February 2012
Hansoft Inc July 2006 - August 2010
Advent 2010 - 2010
Wellington Management July 2006 - October 2008
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Gathering, Integration, Fixed Income, Analysis, Requirements Analysis, Management, Portfolio Management, Markit EDM certified...
Education
BHARATIYA VIDYA BHAVAN 1996 — 1997
PGDPR, Public Relations
ICBM 1995 — 1997
MBA, Marketing, Advertising
BHARATIYA VIDYA BHAVAN 1995 — 1996
PGDAM, Marketing & Advertising
National Institute of Information Technology 1992 — 1995
ADSM, Software Programming
OppenheimerFunds March 2012 - Present
Oppenheimer Funds Inc. March 2012 - Present
BSQ Analysts Inc September 2010 - Present
Dexia Credit Local October 2011 - February 2012
Hansoft Inc July 2006 - August 2010
Advent 2010 - 2010
Wellington Management July 2006 - October 2008
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Gathering, Integration, Fixed Income, Analysis, Requirements Analysis, Management, Portfolio Management, Markit EDM certified...
Education
BHARATIYA VIDYA BHAVAN 1996 — 1997
PGDPR, Public Relations
ICBM 1995 — 1997
MBA, Marketing, Advertising
BHARATIYA VIDYA BHAVAN 1995 — 1996
PGDAM, Marketing & Advertising
National Institute of Information Technology 1992 — 1995
ADSM, Software Programming
Helios Walker's OppenheimerFunds Experience December 2004 - August 2006
Job Yoga Instructor and Fitness Fanatic
Industry Health, Wellness and Fitness
Experience
Kindness Yoga June 2012 - Present
Helios Rising, LLC June 2006 - December 2009
Transamerica December 2007 - September 2009
OppenheimerFunds December 2004 - August 2006
OppenheimerFunds October 2002 - December 2004
Skills
Customer Service, Public Speaking, Coaching, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Team Building, Social Media, Strategic Planning, Leadership, Training, Insurance, Social Networking
Education
Morehouse College 1992 — 1997
Bachelor of Science (B.S.), Biology, General
Kindness Yoga June 2012 - Present
Helios Rising, LLC June 2006 - December 2009
Transamerica December 2007 - September 2009
OppenheimerFunds December 2004 - August 2006
OppenheimerFunds October 2002 - December 2004
Skills
Customer Service, Public Speaking, Coaching, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Team Building, Social Media, Strategic Planning, Leadership, Training, Insurance, Social Networking
Education
Morehouse College 1992 — 1997
Bachelor of Science (B.S.), Biology, General
Amitendra Chaudhuri's OppenheimerFunds Experience July 2004 - November 2004
Job Senior Associate at Roynat Capital
Industry Financial Services
Experience
Roynat Capital (Scotiabank Group) August 2012 - Present
EDP Soft August 2009 - April 2010
P K Global December 2008 - April 2009
Valassis Communications November 2005 - November 2008
Optima Technology Partners November 2004 - October 2005
OppenheimerFunds July 2004 - November 2004
Skills
Business Analysis, Project Management, Business Strategy, Financial Modeling, Data Analysis, IT Strategy, Analysis
Education
University of Calgary 2010 — 2012
MBA, Finance
University of Denver 2002 — 2004
Master's Degree, Electrical Engineering
North Maharashtra University 1997 — 2001
BE, Electronics and Telecommunication
Don Bosco School, Kolkata
Roynat Capital (Scotiabank Group) August 2012 - Present
EDP Soft August 2009 - April 2010
P K Global December 2008 - April 2009
Valassis Communications November 2005 - November 2008
Optima Technology Partners November 2004 - October 2005
OppenheimerFunds July 2004 - November 2004
Skills
Business Analysis, Project Management, Business Strategy, Financial Modeling, Data Analysis, IT Strategy, Analysis
Education
University of Calgary 2010 — 2012
MBA, Finance
University of Denver 2002 — 2004
Master's Degree, Electrical Engineering
North Maharashtra University 1997 — 2001
BE, Electronics and Telecommunication
Don Bosco School, Kolkata
Violet Ding's OppenheimerFunds Experience June 2012 - Present
Job Web Analytics Manager at OppenheimerFunds
Industry Internet
Experience
OppenheimerFunds June 2012 - Present
DIRECTV January 2011 - June 2012
UNFCU November 2007 - January 2011
NBC Universal September 2006 - November 2007
Scholastic November 2005 - September 2006
Elsevier June 2000 - November 2005
Skills
Web Analytics, Analytics, Omniture, Web Analytics..., Marketing Strategy, Digital Strategy, Database Marketing, Marketing, Segmentation, User Experience, Google Analytics, Digital Marketing, SEO, Strategy, Online Marketing, Digital Media, Email Marketing, Management, Personalization
Education
New York University 1998 — 2000
M.S., Online Publishing
OppenheimerFunds June 2012 - Present
DIRECTV January 2011 - June 2012
UNFCU November 2007 - January 2011
NBC Universal September 2006 - November 2007
Scholastic November 2005 - September 2006
Elsevier June 2000 - November 2005
Skills
Web Analytics, Analytics, Omniture, Web Analytics..., Marketing Strategy, Digital Strategy, Database Marketing, Marketing, Segmentation, User Experience, Google Analytics, Digital Marketing, SEO, Strategy, Online Marketing, Digital Media, Email Marketing, Management, Personalization
Education
New York University 1998 — 2000
M.S., Online Publishing
Rachel (Hung-Yu) Lin, CFA's OppenheimerFunds Experience March 2007 - Present
Job AVP, Senior Research Analyst at Oppenheimerfunds
Industry Investment Management
Experience
Oppenheimerfunds March 2007 - Present
OppenheimerFunds October 2004 - March 2007
Skills
Bloomberg, Mutual Funds, Microsoft Excel, Investments, Corporate Finance, Financial Modeling, Fixed Income, Analysis
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA, Finance
National Chengchi University 2000 — 2002
MS, Statistics
Oppenheimerfunds March 2007 - Present
OppenheimerFunds October 2004 - March 2007
Skills
Bloomberg, Mutual Funds, Microsoft Excel, Investments, Corporate Finance, Financial Modeling, Fixed Income, Analysis
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA, Finance
National Chengchi University 2000 — 2002
MS, Statistics
Mark Bartling's OppenheimerFunds Experience December 1998 - June 2003
Job Chief Information Officer at MDValuate
Industry Health, Wellness and Fitness
Experience
MDValuate December 2013 - Present
HealthGrades November 2005 - December 2011
Echostar Communications June 2004 - November 2005
OppenheimerFunds December 1998 - June 2003
Kroger May 1997 - November 1998
Boston Market July 1994 - October 1996
Lockheed Martin June 1978 - May 1994
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Business Intelligence, Integration, SaaS, Vendor Management, Data Warehousing, Agile Project Management, CRM, SQL, Scrum, Professional Services, .NET, SharePoint, Enterprise Software, Database Administration, Software Project..., Requirements Analysis, Databases, Cloud Computing, SOA, Microsoft SQL Server, Software Development
Education
Regis University 1987 — 1989
BS, Business Administration
North Dakota State College of Science 1975 — 1977
Associate, Computer Programming
MDValuate December 2013 - Present
HealthGrades November 2005 - December 2011
Echostar Communications June 2004 - November 2005
OppenheimerFunds December 1998 - June 2003
Kroger May 1997 - November 1998
Boston Market July 1994 - October 1996
Lockheed Martin June 1978 - May 1994
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Business Intelligence, Integration, SaaS, Vendor Management, Data Warehousing, Agile Project Management, CRM, SQL, Scrum, Professional Services, .NET, SharePoint, Enterprise Software, Database Administration, Software Project..., Requirements Analysis, Databases, Cloud Computing, SOA, Microsoft SQL Server, Software Development
Education
Regis University 1987 — 1989
BS, Business Administration
North Dakota State College of Science 1975 — 1977
Associate, Computer Programming
Brent Swanson's OppenheimerFunds Experience 2004 - 2006
Job CFO at Lobana Industries, LLC
Industry Hospital & Health Care
Experience
Lobana Industries, LLC November 2013 - Present
Norwesco, Inc. November 2012 - December 2013
ITW September 2011 - November 2012
Lennar September 2006 - September 2011
OppenheimerFunds 2004 - 2006
The Schuck Corporation May 2002 - May 2004
Grant Thornton LLP January 2001 - May 2002
Skills
Financial Modeling, Accounting, Budgets, Real Estate, Business Process..., GAAP, JD Edwards, Financial Reporting, Sarbanes-Oxley Act, Internal Controls
Education
Regis University 2001 — 2003
MBA, Operations Management
Minnesota State University, Moorhead 1996 — 2000
BS, Accounting
Lobana Industries, LLC November 2013 - Present
Norwesco, Inc. November 2012 - December 2013
ITW September 2011 - November 2012
Lennar September 2006 - September 2011
OppenheimerFunds 2004 - 2006
The Schuck Corporation May 2002 - May 2004
Grant Thornton LLP January 2001 - May 2002
Skills
Financial Modeling, Accounting, Budgets, Real Estate, Business Process..., GAAP, JD Edwards, Financial Reporting, Sarbanes-Oxley Act, Internal Controls
Education
Regis University 2001 — 2003
MBA, Operations Management
Minnesota State University, Moorhead 1996 — 2000
BS, Accounting
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
Sandra Foster's OppenheimerFunds Experience May 2006 - October 2006
Job Founder & CEO at Fountainhead International, Inc
Industry Health, Wellness and Fitness
Experience
Sweet Savor November 2009 - Present
Fountainhead International, Inc September 2005 - Present
AIG American General September 2007 - January 2008
Foster & Foster Integrated Solutions, LLC March 2006 - January 2008
The Seventh Step 2006 - 2008
OppenheimerFunds May 2006 - October 2006
Hyatt Leader May 2000 - May 2005
Hyatt Leader 2000 - 2005
Skills
Vegan, Coaching, Research, Leadership Development, Public Speaking, Event Management, Fundraising, Event Planning, Problem Solving, Online Marketing, Healthcare, Non-profits, Talent Management, Health, Leadership, Customer Service, Teaching, Entrepreneurship, Nonprofits, Program Development, Strategy, Recruiting, Small Business, Management, Marketing, Training, Social Media, Time Management, Team Building, Outlook, Social Media Marketing, Social Networking
Education
New York Institute of Technology-Old Westbury 1990 — 1995
BS, Marketing
Sweet Savor November 2009 - Present
Fountainhead International, Inc September 2005 - Present
AIG American General September 2007 - January 2008
Foster & Foster Integrated Solutions, LLC March 2006 - January 2008
The Seventh Step 2006 - 2008
OppenheimerFunds May 2006 - October 2006
Hyatt Leader May 2000 - May 2005
Hyatt Leader 2000 - 2005
Skills
Vegan, Coaching, Research, Leadership Development, Public Speaking, Event Management, Fundraising, Event Planning, Problem Solving, Online Marketing, Healthcare, Non-profits, Talent Management, Health, Leadership, Customer Service, Teaching, Entrepreneurship, Nonprofits, Program Development, Strategy, Recruiting, Small Business, Management, Marketing, Training, Social Media, Time Management, Team Building, Outlook, Social Media Marketing, Social Networking
Education
New York Institute of Technology-Old Westbury 1990 — 1995
BS, Marketing
Maria Huh's OppenheimerFunds Experience August 2000 - March 2002
Job Registered Nurse at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center March 2011 - Present
BNY Mellon Asset Management June 2004 - March 2008
Neuberger Berman September 2002 - June 2004
OppenheimerFunds August 2000 - March 2002
Merrill Lynch Asset Management June 1999 - August 2000
Skills
Teaching, Nursing, Community Outreach, Mutual Funds, Medical/Surgical, Financial Services, EMR, BLS, ACLS, Acute Care, Public Speaking, Healthcare, Pediatrics
Education
New York University 2009 — 2010
BSN, Nursing
Rutgers University-New Brunswick
NYU Langone Medical Center March 2011 - Present
BNY Mellon Asset Management June 2004 - March 2008
Neuberger Berman September 2002 - June 2004
OppenheimerFunds August 2000 - March 2002
Merrill Lynch Asset Management June 1999 - August 2000
Skills
Teaching, Nursing, Community Outreach, Mutual Funds, Medical/Surgical, Financial Services, EMR, BLS, ACLS, Acute Care, Public Speaking, Healthcare, Pediatrics
Education
New York University 2009 — 2010
BSN, Nursing
Rutgers University-New Brunswick
Ellorra Mohanty's OppenheimerFunds Experience October 2010 - Present
Job Business Analyst
Industry Financial Services
Experience
OppenheimerFunds October 2010 - Present
Bank of Tokyo-Mitsubishi July 2010 - October 2010
S&P 2006 - September 2010
Skills
IIBA
Education
Texas A&M University 2005 — 2006
MS, Business Administration
Indira Gandhi College of Engg 1996 — 2000
BE, Computer Engineering
Middlesex University
Stratford College London
OppenheimerFunds October 2010 - Present
Bank of Tokyo-Mitsubishi July 2010 - October 2010
S&P 2006 - September 2010
Skills
IIBA
Education
Texas A&M University 2005 — 2006
MS, Business Administration
Indira Gandhi College of Engg 1996 — 2000
BE, Computer Engineering
Middlesex University
Stratford College London
Ann Michlig's OppenheimerFunds Experience 1997 - 2000
Job Coordinator for the Hospitalist Program
Industry Health, Wellness and Fitness
Experience
Park Nicollet Health Services November 2013 - Present
Caribou Coffee December 2006 - August 2011
Fortress Next Day Appraisals 2003 - 2006
OppenheimerFunds 1997 - 2000
Skills
Customer Service, Outlook, Data Entry
Education
Moody Bible Institute 1989 — 1993
Bachelor's degree, Education
Park Nicollet Health Services November 2013 - Present
Caribou Coffee December 2006 - August 2011
Fortress Next Day Appraisals 2003 - 2006
OppenheimerFunds 1997 - 2000
Skills
Customer Service, Outlook, Data Entry
Education
Moody Bible Institute 1989 — 1993
Bachelor's degree, Education
Jean-Paul Tres's OppenheimerFunds Experience November 2010 - September 2012
Job UI/UX Designer at iJento
Industry Information Technology and Services
Experience
iJento October 2014 - Present
Start Industries March 2013 - Present
Engineering Training Services Inc. June 2004 - Present
iJento June 2014 - October 2014
OppenheimerFunds November 2010 - September 2012
Connexus June 2009 - March 2010
The Weinstein Company September 2007 - May 2008
Skills
Digital Marketing, Email Marketing, Google Analytics, PPC, Analytics, Marketing, SEO, Strategy, User Experience, Entrepreneurship, Management, B2B, Omniture, Business Intelligence, Analysis, Web Analytics, Competitive Analysis, E-commerce, Digital Strategy, Mobile Marketing, Online Advertising
Education
New York University
BA, Economics, Producing for Film & TV
iJento October 2014 - Present
Start Industries March 2013 - Present
Engineering Training Services Inc. June 2004 - Present
iJento June 2014 - October 2014
OppenheimerFunds November 2010 - September 2012
Connexus June 2009 - March 2010
The Weinstein Company September 2007 - May 2008
Skills
Digital Marketing, Email Marketing, Google Analytics, PPC, Analytics, Marketing, SEO, Strategy, User Experience, Entrepreneurship, Management, B2B, Omniture, Business Intelligence, Analysis, Web Analytics, Competitive Analysis, E-commerce, Digital Strategy, Mobile Marketing, Online Advertising
Education
New York University
BA, Economics, Producing for Film & TV
Mike Vakman's OppenheimerFunds Experience February 2015 - Present
Job Manager of Analytics
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
TD Ameritrade June 2014 - February 2015
Experian Marketing Services May 2012 - June 2014
Urban Science March 2012 - May 2012
Fiserv September 2009 - February 2012
Schering-Plough December 2008 - September 2009
Schindler Elevator Corporation May 2008 - October 2008
Micro Center May 2008 - September 2008
Merck July 2007 - November 2007
Skills
Business Intelligence, Databases, Business Process, SQL, Project Management, SDLC, Business Analysis, Process Improvement, Analytics, Salesforce.com, Data Analysis, Requirements Analysis, Strategy, Microsoft Office, Microsoft SQL Server, Visio, Analysis, Vendor Management, Microsoft Excel, Business Requirements, Active Directory, Email Marketing, Quality Assurance, Requirements Gathering, Disaster Recovery, CRM, Program Management, Crystal Reports, Statistics, Data Warehousing, Digital Marketing, Statistical Modeling, Tableau
Education
Montclair State University 2011 — 2012
Graduate Coursework, Statistical Theory & Pure and Applied Mathematics
Montclair State University 2008 — 2011
BS Statistics, Business Minor
Passaic County Community College 2004 — 2008
AS, Math
OppenheimerFunds February 2015 - Present
TD Ameritrade June 2014 - February 2015
Experian Marketing Services May 2012 - June 2014
Urban Science March 2012 - May 2012
Fiserv September 2009 - February 2012
Schering-Plough December 2008 - September 2009
Schindler Elevator Corporation May 2008 - October 2008
Micro Center May 2008 - September 2008
Merck July 2007 - November 2007
Skills
Business Intelligence, Databases, Business Process, SQL, Project Management, SDLC, Business Analysis, Process Improvement, Analytics, Salesforce.com, Data Analysis, Requirements Analysis, Strategy, Microsoft Office, Microsoft SQL Server, Visio, Analysis, Vendor Management, Microsoft Excel, Business Requirements, Active Directory, Email Marketing, Quality Assurance, Requirements Gathering, Disaster Recovery, CRM, Program Management, Crystal Reports, Statistics, Data Warehousing, Digital Marketing, Statistical Modeling, Tableau
Education
Montclair State University 2011 — 2012
Graduate Coursework, Statistical Theory & Pure and Applied Mathematics
Montclair State University 2008 — 2011
BS Statistics, Business Minor
Passaic County Community College 2004 — 2008
AS, Math
Naga Beeram's OppenheimerFunds Experience April 1997 - August 1997
Job Consultant at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2013 - Present
Deutsche Bank February 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers August 1997 - September 2008
OppenheimerFunds April 1997 - August 1997
Verizon September 1996 - April 1997
Merrill Lynch June 1995 - September 1996
Simon and Schuster September 1994 - March 1995
Skills
Fixed Income, Credit Derivatives, Electronic Trading, Trading Systems, Prime Brokerage, Equities, Derivatives, Market Data, Equity Derivatives, Sybase, Low Latency, FX Options, Options, Swaps, Bonds, Middle Office, Trading, Interest Rate...
Education
Hyderabad Public School
North Dakota State University
M.S, Computer Science
Osmania University
B.S, Electonics and Communication Engineering
Eaton Vance May 2013 - Present
Deutsche Bank February 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers August 1997 - September 2008
OppenheimerFunds April 1997 - August 1997
Verizon September 1996 - April 1997
Merrill Lynch June 1995 - September 1996
Simon and Schuster September 1994 - March 1995
Skills
Fixed Income, Credit Derivatives, Electronic Trading, Trading Systems, Prime Brokerage, Equities, Derivatives, Market Data, Equity Derivatives, Sybase, Low Latency, FX Options, Options, Swaps, Bonds, Middle Office, Trading, Interest Rate...
Education
Hyderabad Public School
North Dakota State University
M.S, Computer Science
Osmania University
B.S, Electonics and Communication Engineering
Anossova, Ioulia's OppenheimerFunds Experience
Job buseness analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds
Education
Moscow State University of Civil Engineering (MSUCE)
OppenheimerFunds
Education
Moscow State University of Civil Engineering (MSUCE)
Kajal Jagnik's OppenheimerFunds Experience November 2014 - Present
Job ETL consultant @Oppenheimer funds
Industry Information Technology and Services
Experience
OppenheimerFunds November 2014 - Present
Rabobank June 2014 - August 2014
Sutter Health September 2013 - April 2014
Mphasis corporation November 2008 - September 2013
Accenture Technology Solutions July 2006 - November 2008
Skills
Oracle, Informatica, PL/SQL, Data Warehousing, SDLC, ETL, Requirements Analysis, Unix Shell Scripting, Microsoft SQL Server, Teradata, Quality Center, Autosys, Business Intelligence, Test Planning, Testing, Data Warehouse..., SSRS, Requirements Gathering, Data Migration, DB2, Data Modeling
Education
Nagpur University 1999 — 2003
Bachelor's degree, Computer Engineering
OppenheimerFunds November 2014 - Present
Rabobank June 2014 - August 2014
Sutter Health September 2013 - April 2014
Mphasis corporation November 2008 - September 2013
Accenture Technology Solutions July 2006 - November 2008
Skills
Oracle, Informatica, PL/SQL, Data Warehousing, SDLC, ETL, Requirements Analysis, Unix Shell Scripting, Microsoft SQL Server, Teradata, Quality Center, Autosys, Business Intelligence, Test Planning, Testing, Data Warehouse..., SSRS, Requirements Gathering, Data Migration, DB2, Data Modeling
Education
Nagpur University 1999 — 2003
Bachelor's degree, Computer Engineering
Jessica Fernandez's OppenheimerFunds Experience January 2015 - Present
Job AVP Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Eagle Strategies, LLC April 2013 - December 2014
ICON Investments January 2009 - April 2013
AllianceBernstein January 2004 - January 2009
AllianceBernstein 2004 - 2005
Morgan Stanley January 2003 - January 2004
Skills
Marketing Strategy, Marketing Communications, Business Development, Investments, Marketing Management, Marketing, Management, Financial Services, Mutual Funds, Leadership, Alternative Investments, Project Management, Portfolio Management, Sales, Asset Management, Product Marketing, Series 7, Forecasting, Finance
Education
Monmouth University
Bachelor of Science, Finance
OppenheimerFunds January 2015 - Present
Eagle Strategies, LLC April 2013 - December 2014
ICON Investments January 2009 - April 2013
AllianceBernstein January 2004 - January 2009
AllianceBernstein 2004 - 2005
Morgan Stanley January 2003 - January 2004
Skills
Marketing Strategy, Marketing Communications, Business Development, Investments, Marketing Management, Marketing, Management, Financial Services, Mutual Funds, Leadership, Alternative Investments, Project Management, Portfolio Management, Sales, Asset Management, Product Marketing, Series 7, Forecasting, Finance
Education
Monmouth University
Bachelor of Science, Finance
Chetan Poddar's OppenheimerFunds Experience May 2012 - August 2012
Job Capital One
Industry Financial Services
Experience
OppenheimerFunds May 2012 - August 2012
ZS Associates June 2009 - March 2011
Skills
SAS, People Skills, Data Analysis, Quantitative Analysis, Microsoft Excel, Business Strategy, Retail Banking, Performance Analysis, Goal Setting, Management Consulting, Modeling, SQL, Business Development, Analytics, Entrepreneurship
Education
University of Michigan 2011 — 2012
Masters, Financial Engineering
Motilal Nehru National Institute Of Technology 2005 — 2009
Bachelor Of Technolgy, Electronics and Communication
OppenheimerFunds May 2012 - August 2012
ZS Associates June 2009 - March 2011
Skills
SAS, People Skills, Data Analysis, Quantitative Analysis, Microsoft Excel, Business Strategy, Retail Banking, Performance Analysis, Goal Setting, Management Consulting, Modeling, SQL, Business Development, Analytics, Entrepreneurship
Education
University of Michigan 2011 — 2012
Masters, Financial Engineering
Motilal Nehru National Institute Of Technology 2005 — 2009
Bachelor Of Technolgy, Electronics and Communication
Marina Barskaya's OppenheimerFunds Experience December 2013 - Present
Job Manager, Corporate Events at OppenheimerFunds
Industry Apparel & Fashion
Experience
OppenheimerFunds December 2013 - Present
John Varvatos Enterprises May 2009 - December 2013
John Varvatos Enterprises August 2006 - April 2009
Magee-Womens Hospital July 2002 - July 2005
Skills
Brand Management, Event Planning, Marketing Management, Marketing Event Planning, Event Marketing Strategy, Large Scale Events, Retail Marketing, Marketing Budget..., Advertising, Department Budget..., Strategic Partnerships, Sponsorship Sales, Sponsorship Research, Grant Writing, Apparel, Trend Analysis, Trade Shows
Education
New York University 2005 — 2008
MA, Non Profit Management and Policy
University of Pittsburgh 1997 — 2002
BA, Marketing and Communications
OppenheimerFunds December 2013 - Present
John Varvatos Enterprises May 2009 - December 2013
John Varvatos Enterprises August 2006 - April 2009
Magee-Womens Hospital July 2002 - July 2005
Skills
Brand Management, Event Planning, Marketing Management, Marketing Event Planning, Event Marketing Strategy, Large Scale Events, Retail Marketing, Marketing Budget..., Advertising, Department Budget..., Strategic Partnerships, Sponsorship Sales, Sponsorship Research, Grant Writing, Apparel, Trend Analysis, Trade Shows
Education
New York University 2005 — 2008
MA, Non Profit Management and Policy
University of Pittsburgh 1997 — 2002
BA, Marketing and Communications
Chris Lanterman's OppenheimerFunds Experience June 2005 - August 2005
Job Tax Lawyer
Industry Law Practice
Experience
Deloitte October 2013 - July 2015
King & Wood Mallesons June 2012 - August 2012
星瀚律師事務所 February 2012 - March 2012
The Olmsted Law Group LLC March 2011 - September 2011
Quantum October 2008 - June 2010
Weyerhaeuser February 2008 - October 2008
Susquehanna Investment Group July 2007 - December 2007
Citigroup June 2006 - August 2006
OppenheimerFunds June 2005 - August 2005
Skills
Financial Analysis, Due Diligence, Financial Reporting, Excel, Tax, Financial Modeling, Corporate Finance, Research, Accounting, Finance, Mergers & Acquisitions, Auditing, Internal Controls, Analysis, Financial Accounting, Alternative Dispute..., Forecasting, Risk Management, Strategic Financial...
Education
New York University School of Law 2015 — 2016
Master’s Degree, Tax Law/Taxation
University of Washington School of Law 2010 — 2013
J.D., Law
Washington University in St. Louis - Olin Business School 2003 — 2007
Bachelors, Finance, Accounting
Phillips Academy Andover 1999 — 2003
Deloitte October 2013 - July 2015
King & Wood Mallesons June 2012 - August 2012
星瀚律師事務所 February 2012 - March 2012
The Olmsted Law Group LLC March 2011 - September 2011
Quantum October 2008 - June 2010
Weyerhaeuser February 2008 - October 2008
Susquehanna Investment Group July 2007 - December 2007
Citigroup June 2006 - August 2006
OppenheimerFunds June 2005 - August 2005
Skills
Financial Analysis, Due Diligence, Financial Reporting, Excel, Tax, Financial Modeling, Corporate Finance, Research, Accounting, Finance, Mergers & Acquisitions, Auditing, Internal Controls, Analysis, Financial Accounting, Alternative Dispute..., Forecasting, Risk Management, Strategic Financial...
Education
New York University School of Law 2015 — 2016
Master’s Degree, Tax Law/Taxation
University of Washington School of Law 2010 — 2013
J.D., Law
Washington University in St. Louis - Olin Business School 2003 — 2007
Bachelors, Finance, Accounting
Phillips Academy Andover 1999 — 2003
Stacy Ayer's OppenheimerFunds Experience March 2003 - April 2007
Job Personal Wellness Coach
Industry Health, Wellness and Fitness
Experience
Self Employed and Loving It! September 2010 - Present
Northwestern Mutual September 2008 - May 2010
OppenheimerFunds March 2003 - April 2007
Trust Company of America March 2001 - March 2003
Merrill Lynch August 1999 - August 2000
Younger Generation Players March 1988 - July 1999
Rocky Mt. Advertising Co-Op September 1988 - January 1993
Skills
Fitness, Nutritional Counseling, Health, Nutrition, Public Speaking, Coaching, Team Building, Event Management, Strategic Planning, Problem Solving, Mentoring, Teaching, Holistic Health, Wellness, Healthcare, Sales, Strength Training, Personal Development, Small Business, Training, Weight Loss Coaching, Wellness Coaching, Public Relations, Leadership, Leadership Development, Motivational Speaking, Supplements, Entrepreneurship, Marketing, Lifestyle Coaching, Fundraising, Event Planning, Weight, Lifestyle, Weight Training, Sports Nutrition
Education
Clayton College of Natural Health 2007 — 2011
ND, Naturopathy
Clayton College of Natural Health 2007 — 2010
PhD, Holistic Nutrition
University of Phoenix 2002 — 2004
MBA, Finance, Marketing
Metropolitan State University of Denver 1997 — 1999
B.A., Speech-Communications
Metropolitan State University of Denver 1989 — 1996
B.A., Music
Centaurus High School
Self Employed and Loving It! September 2010 - Present
Northwestern Mutual September 2008 - May 2010
OppenheimerFunds March 2003 - April 2007
Trust Company of America March 2001 - March 2003
Merrill Lynch August 1999 - August 2000
Younger Generation Players March 1988 - July 1999
Rocky Mt. Advertising Co-Op September 1988 - January 1993
Skills
Fitness, Nutritional Counseling, Health, Nutrition, Public Speaking, Coaching, Team Building, Event Management, Strategic Planning, Problem Solving, Mentoring, Teaching, Holistic Health, Wellness, Healthcare, Sales, Strength Training, Personal Development, Small Business, Training, Weight Loss Coaching, Wellness Coaching, Public Relations, Leadership, Leadership Development, Motivational Speaking, Supplements, Entrepreneurship, Marketing, Lifestyle Coaching, Fundraising, Event Planning, Weight, Lifestyle, Weight Training, Sports Nutrition
Education
Clayton College of Natural Health 2007 — 2011
ND, Naturopathy
Clayton College of Natural Health 2007 — 2010
PhD, Holistic Nutrition
University of Phoenix 2002 — 2004
MBA, Finance, Marketing
Metropolitan State University of Denver 1997 — 1999
B.A., Speech-Communications
Metropolitan State University of Denver 1989 — 1996
B.A., Music
Centaurus High School
Mark Georges's OppenheimerFunds Experience April 2000 - November 2007
Job Associate Vice President Corporate Intranet / Internet at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust November 2007 - Present
OppenheimerFunds April 2000 - November 2007
Giorgio Armani October 1997 - April 2000
Anistics December 1992 - May 1994
Independent Consultant September 1990 - December 1992
Cohane Rafferty Securities, Inc. November 1988 - September 1990
American Portfolio Services October 1987 - November 1988
Wilson Elser Moskowitz Edelman and Dicker September 1986 - October 1987
Education
New Jersey Institute of Technology 2005 — 2007
Masters of Business Administration in Technology Management
New York University 2004 — 2005
Certificate, Java Programming
New York Institute of Technology 1994 — 1997
Bachelor of Science, Computer Science
Bessemer Trust November 2007 - Present
OppenheimerFunds April 2000 - November 2007
Giorgio Armani October 1997 - April 2000
Anistics December 1992 - May 1994
Independent Consultant September 1990 - December 1992
Cohane Rafferty Securities, Inc. November 1988 - September 1990
American Portfolio Services October 1987 - November 1988
Wilson Elser Moskowitz Edelman and Dicker September 1986 - October 1987
Education
New Jersey Institute of Technology 2005 — 2007
Masters of Business Administration in Technology Management
New York University 2004 — 2005
Certificate, Java Programming
New York Institute of Technology 1994 — 1997
Bachelor of Science, Computer Science
Colleen Franca's OppenheimerFunds Experience September 2011 - February 2015
Job Independent OD and Learning Consultant
Industry Financial Services
Experience
QMS ~ Quintessential Management Solutions, LLC. March 2015 - Present
Independant OD Consulting February 2015 - Present
OppenheimerFunds September 2011 - February 2015
Oppenheimer Funds May 2006 - September 2011
OppenheimerFunds September 2000 - September 2011
OppenheimerFunds May 1995 - September 2000
Skills
Talent Management, Curriculum Development, Competency Assessment, Emotional Intelligence, Leadership Development, Workshop Facilitation, Organizational Design, Organizational..., Leadership, Executive Coaching, Change Management, Culture Change, Career Development, Management Development, MBTI Certified, Management Consulting, Performance Management, Process Improvement, Organizational..., Employee Engagement, MBTI, HR Consulting, Training & Development, Onboarding
Education
New York University 2010 — 2011
Management and Organizational Development
QMS ~ Quintessential Management Solutions, LLC. March 2015 - Present
Independant OD Consulting February 2015 - Present
OppenheimerFunds September 2011 - February 2015
Oppenheimer Funds May 2006 - September 2011
OppenheimerFunds September 2000 - September 2011
OppenheimerFunds May 1995 - September 2000
Skills
Talent Management, Curriculum Development, Competency Assessment, Emotional Intelligence, Leadership Development, Workshop Facilitation, Organizational Design, Organizational..., Leadership, Executive Coaching, Change Management, Culture Change, Career Development, Management Development, MBTI Certified, Management Consulting, Performance Management, Process Improvement, Organizational..., Employee Engagement, MBTI, HR Consulting, Training & Development, Onboarding
Education
New York University 2010 — 2011
Management and Organizational Development
Meredith Frinsko's OppenheimerFunds Experience March 2015 - Present
Job AVP, Enterprise Data Delivery Services at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds March 2015 - Present
OppenheimerFunds July 2014 - March 2015
Point B August 2013 - July 2014
OppenheimerFunds February 2013 - August 2013
OppenheimerFunds February 2009 - January 2013
OppenheimerFunds October 2007 - January 2009
OppenheimerFunds April 2006 - September 2007
Hitachi Consulting 2004 - 2006
Skills
Data Warehousing, Business Analysis, Business Intelligence, Data Modeling, Requirements Gathering, Requirements Analysis, SQL, Data Analysis, Agile, Oracle SQL, Data Management, Team Leadership
Education
University of Denver - Daniels College of Business 2001 — 2004
MBA, MSIT
Middlebury College 1991 — 1995
BA, Geology, Environmental Studies
OppenheimerFunds March 2015 - Present
OppenheimerFunds July 2014 - March 2015
Point B August 2013 - July 2014
OppenheimerFunds February 2013 - August 2013
OppenheimerFunds February 2009 - January 2013
OppenheimerFunds October 2007 - January 2009
OppenheimerFunds April 2006 - September 2007
Hitachi Consulting 2004 - 2006
Skills
Data Warehousing, Business Analysis, Business Intelligence, Data Modeling, Requirements Gathering, Requirements Analysis, SQL, Data Analysis, Agile, Oracle SQL, Data Management, Team Leadership
Education
University of Denver - Daniels College of Business 2001 — 2004
MBA, MSIT
Middlebury College 1991 — 1995
BA, Geology, Environmental Studies
Scott Such's OppenheimerFunds Experience January 1997 - July 2000
Job Investor
Industry Financial Services
Experience
Private July 2015 - Present
T. Rowe Price July 2000 - June 2015
OppenheimerFunds January 1997 - July 2000
Fidelity Investments February 1984 - January 1997
Skills
Series 8, Series 24, Series 4, Series 7, Equities, Mutual Funds, Fixed Income, Asset Management, Risk Management, Financial Services, Back Office, Relationship Management, Investment Management, Asset Allocation
Education
Miami University 1978 — 1982
Bachelor of Science, Finance
Private July 2015 - Present
T. Rowe Price July 2000 - June 2015
OppenheimerFunds January 1997 - July 2000
Fidelity Investments February 1984 - January 1997
Skills
Series 8, Series 24, Series 4, Series 7, Equities, Mutual Funds, Fixed Income, Asset Management, Risk Management, Financial Services, Back Office, Relationship Management, Investment Management, Asset Allocation
Education
Miami University 1978 — 1982
Bachelor of Science, Finance
Jim Wiaduck's OppenheimerFunds Experience July 1998 - November 2000
Job Director, Michigan Advisor Soutions Group at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group October 2004 - Present
MFS Investment Management November 2000 - October 2004
OppenheimerFunds July 1998 - November 2000
Skills
Series 7, Mutual Funds, Public Speaking, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Retirement Planning, Investment Advisory, Investments, Asset Managment, 401k, Series 65, Securities, Emerging Markets, Asset Management, Investment Strategies, Investment Management
Education
Michigan State University 1987 — 1991
B.A., Marketing
Fenwick High School 1983 — 1987
Janus Capital Group October 2004 - Present
MFS Investment Management November 2000 - October 2004
OppenheimerFunds July 1998 - November 2000
Skills
Series 7, Mutual Funds, Public Speaking, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Retirement Planning, Investment Advisory, Investments, Asset Managment, 401k, Series 65, Securities, Emerging Markets, Asset Management, Investment Strategies, Investment Management
Education
Michigan State University 1987 — 1991
B.A., Marketing
Fenwick High School 1983 — 1987
Todd Becerra's OppenheimerFunds Experience March 1998 - September 2010
Job Vice President Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman September 2010 - February 2012
OppenheimerFunds March 1998 - September 2010
National Factoring Sevices 1992 - 1998
Skills
Fund Accounting, Mutual Funds, Bloomberg, Asset Allocation, Asset Management, Securities, Financial Analysis, Alternative Investments, Valuation, Equities, Series 7, Investments, Fixed Income, Hedge Funds
Education
Midland Lutheran College 1988 — 1992
Bachelor of Science (BS), Accounting and Economics
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman September 2010 - February 2012
OppenheimerFunds March 1998 - September 2010
National Factoring Sevices 1992 - 1998
Skills
Fund Accounting, Mutual Funds, Bloomberg, Asset Allocation, Asset Management, Securities, Financial Analysis, Alternative Investments, Valuation, Equities, Series 7, Investments, Fixed Income, Hedge Funds
Education
Midland Lutheran College 1988 — 1992
Bachelor of Science (BS), Accounting and Economics
TERESA BOGGS's OppenheimerFunds Experience June 2011 - Present
Job Service Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2011 - Present
Jackson National Life September 2005 - December 2009
Global Vision Imports January 2002 - December 2004
Buddha Belly Imports January 2001 - November 2002
Janus Capital Group September 1993 - July 2001
Education
Kennedy Senior High School
High School Diploma
Normandale Community College
Interpersonal Communications, Psychology, Sociology and Computer Science
OppenheimerFunds June 2011 - Present
Jackson National Life September 2005 - December 2009
Global Vision Imports January 2002 - December 2004
Buddha Belly Imports January 2001 - November 2002
Janus Capital Group September 1993 - July 2001
Education
Kennedy Senior High School
High School Diploma
Normandale Community College
Interpersonal Communications, Psychology, Sociology and Computer Science
Wilson Fortune's OppenheimerFunds Experience December 2012 - Present
Job Senior Service Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2012 - Present
OppenheimerFunds June 2012 - December 2012
Fortune Farms LLC October 2011 - February 2012
Cooke Capital July 2011 - September 2011
Northwestern Mutual June 2010 - September 2010
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Retirement Planning, Financial Modeling
Education
North Carolina State University - College of Management 2007 — 2011
Woodberry Forest School 2003 — 2007
OppenheimerFunds December 2012 - Present
OppenheimerFunds June 2012 - December 2012
Fortune Farms LLC October 2011 - February 2012
Cooke Capital July 2011 - September 2011
Northwestern Mutual June 2010 - September 2010
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Retirement Planning, Financial Modeling
Education
North Carolina State University - College of Management 2007 — 2011
Woodberry Forest School 2003 — 2007
Robert Robis's OppenheimerFunds Experience June 2005 - June 2010
Job Chief U.S. Fixed Income Strategist & Managing Editor, U.S. Bond Strategy Service at BCA Research
Industry Investment Management
Experience
BCA Research June 2014 - Present
ING Investment Management July 2011 - June 2013
OppenheimerFunds June 2005 - June 2010
JPMorgan Chase June 2004 - June 2005
OppenheimerFunds August 1998 - June 2004
BCA Research March 1995 - July 1998
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Management, Investments, Investment Strategies, Derivatives, Capital Markets, Mutual Funds, Bonds, Financial Markets, Investment Management, Securities, Currency
Education
New York University 2004 — 2008
Masters, Economics
Western University 1989 — 1993
B.A. (Honours), Economics
BCA Research June 2014 - Present
ING Investment Management July 2011 - June 2013
OppenheimerFunds June 2005 - June 2010
JPMorgan Chase June 2004 - June 2005
OppenheimerFunds August 1998 - June 2004
BCA Research March 1995 - July 1998
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Management, Investments, Investment Strategies, Derivatives, Capital Markets, Mutual Funds, Bonds, Financial Markets, Investment Management, Securities, Currency
Education
New York University 2004 — 2008
Masters, Economics
Western University 1989 — 1993
B.A. (Honours), Economics
Mandar Kothavale's OppenheimerFunds Experience January 2015 - Present
Job Vice President at OppenheimerFunds
Industry Insurance
Experience
OppenheimerFunds January 2015 - Present
MetLife June 2001 - Present
MetLife 2001 - Present
Logistic Solutions 1998 - 2001
Deloitte Consulting 1996 - 1998
Skills
Analytics, Business Analysis, Business Intelligence, Enterprise Architecture, Finance, Investment Management, Investments, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
New Jersey Institute of Technology 1994 — 1995
Master's degree, Computer Science
Fr CRCE
Fr CRCE
OppenheimerFunds January 2015 - Present
MetLife June 2001 - Present
MetLife 2001 - Present
Logistic Solutions 1998 - 2001
Deloitte Consulting 1996 - 1998
Skills
Analytics, Business Analysis, Business Intelligence, Enterprise Architecture, Finance, Investment Management, Investments, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
New Jersey Institute of Technology 1994 — 1995
Master's degree, Computer Science
Fr CRCE
Fr CRCE
Mike Twedt's OppenheimerFunds Experience 1993 - 2006
Job Manager Financial Planning & Analysis
Industry Venture Capital & Private Equity
Experience
Miller Heiman October 2013 - Present
NTT America 2007 - 2013
Bellco Credit Union 2006 - 2007
OppenheimerFunds 1993 - 2006
Skills
Financial Analysis, Finance, Financial Modeling, Accounting, Analysis, Variance Analysis, Forecasting, Financial Forecasting, Budgets, Management, Managerial Finance, Financial Reporting, Cash Management, Strategic Financial..., Business Analysis, ERP, Sales Compensation, Revenue Forecasting, Shared Service Center, Collaborative Problem..., Financial Planning
Education
Montana State University-Bozeman
Bachelor of Science (BS)
Montana State University-Bozeman
Minor
Miller Heiman October 2013 - Present
NTT America 2007 - 2013
Bellco Credit Union 2006 - 2007
OppenheimerFunds 1993 - 2006
Skills
Financial Analysis, Finance, Financial Modeling, Accounting, Analysis, Variance Analysis, Forecasting, Financial Forecasting, Budgets, Management, Managerial Finance, Financial Reporting, Cash Management, Strategic Financial..., Business Analysis, ERP, Sales Compensation, Revenue Forecasting, Shared Service Center, Collaborative Problem..., Financial Planning
Education
Montana State University-Bozeman
Bachelor of Science (BS)
Montana State University-Bozeman
Minor
Dan Digeratu's OppenheimerFunds Experience ManagerCitibankJanuary 1998 - December 1999
Job Dev Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds ManagerCitibankJanuary 1998 - December 1999
Argos Computer Systems Inc. March 1993 - December 1997
Skills
Business Analysis, IT Strategy, SDLC, Enterprise Architecture, Trading Systems, Data Warehousing, Fixed Income, Software Project...
Education
New York University 1997 — 2003
MS, Computer Science
Queens College
BA, Economics
OppenheimerFunds ManagerCitibankJanuary 1998 - December 1999
Argos Computer Systems Inc. March 1993 - December 1997
Skills
Business Analysis, IT Strategy, SDLC, Enterprise Architecture, Trading Systems, Data Warehousing, Fixed Income, Software Project...
Education
New York University 1997 — 2003
MS, Computer Science
Queens College
BA, Economics
Tyler Richter's OppenheimerFunds Experience June 2014 - Present
Job Corporate Accountant at OppenheimerFunds
Industry Accounting
Experience
OppenheimerFunds June 2014 - Present
Widmer Roel PC December 2010 - May 2014
Conway, Deuth & Schmiesing, PLLP June 2010 - August 2010
Skills
Financial Accounting, Financial Reporting, Audits of Employee..., PCAOB standards, Accounting Research, CCH ProSystem fx, Financial Statement..., Accounting
Education
North Dakota State University 2005 — 2010
BS, Accounting
OppenheimerFunds June 2014 - Present
Widmer Roel PC December 2010 - May 2014
Conway, Deuth & Schmiesing, PLLP June 2010 - August 2010
Skills
Financial Accounting, Financial Reporting, Audits of Employee..., PCAOB standards, Accounting Research, CCH ProSystem fx, Financial Statement..., Accounting
Education
North Dakota State University 2005 — 2010
BS, Accounting
Kim Marsar's OppenheimerFunds Experience October 2013 - Present
Job Assistant Vice President, Compensation Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2013 - Present
Citi January 2012 - October 2013
Citi May 2010 - December 2011
Citi July 2008 - May 2010
Adecco March 2007 - July 2008
Penguin Group USA December 2005 - July 2006
Penguin Group USA June 2004 - December 2005
Penguin Group USA June 2002 - June 2004
Penguin Group USA June 2001 - June 2002
Skills
Excel, Access, PowerPoint
Education
New York University
Bachelor of Science, Communications
OppenheimerFunds October 2013 - Present
Citi January 2012 - October 2013
Citi May 2010 - December 2011
Citi July 2008 - May 2010
Adecco March 2007 - July 2008
Penguin Group USA December 2005 - July 2006
Penguin Group USA June 2004 - December 2005
Penguin Group USA June 2002 - June 2004
Penguin Group USA June 2001 - June 2002
Skills
Excel, Access, PowerPoint
Education
New York University
Bachelor of Science, Communications
Melanie Panosian's OppenheimerFunds Experience March 2015 - Present
Job
Industry Financial Services
Experience
OppenheimerFunds March 2015 - Present
OppenheimerFunds June 2014 - August 2014
Stevens Institute of Technology March 2014 - May 2014
Stevens Institute of Technology October 2013 - December 2013
North Carolina State University May 2012 - August 2012
Skills
Research, Data Analysis, PowerPoint, Community Outreach, Leadership, Higher Education, Microsoft Office, Public Speaking, Microsoft Excel, Event Planning, Blogging, Microsoft Word, Time Management, Statistical Modeling, Technical Writing, Marketing, SPSS, Spanish
Education
Stevens Institute of Technology 2013 — 2014
Master of Science (M.S.)
Muhlenberg College 2009 — 2013
Bachelor of Science
OppenheimerFunds March 2015 - Present
OppenheimerFunds June 2014 - August 2014
Stevens Institute of Technology March 2014 - May 2014
Stevens Institute of Technology October 2013 - December 2013
North Carolina State University May 2012 - August 2012
Skills
Research, Data Analysis, PowerPoint, Community Outreach, Leadership, Higher Education, Microsoft Office, Public Speaking, Microsoft Excel, Event Planning, Blogging, Microsoft Word, Time Management, Statistical Modeling, Technical Writing, Marketing, SPSS, Spanish
Education
Stevens Institute of Technology 2013 — 2014
Master of Science (M.S.)
Muhlenberg College 2009 — 2013
Bachelor of Science
Pradeep Varghese's OppenheimerFunds Experience September 2015 - Present
Job Senior Client Technology Engineer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2015 - Present
OppenheimerFunds January 2015 - September 2015
OppenheimerFunds September 2005 - December 2014
Mercedes Benz USA October 2004 - June 2005
Pfizer March 2004 - July 2004
Sony Electronics June 1999 - July 2003
Skills
Business Analysis, SDLC, Vendor Management, Business Intelligence, Requirements Analysis, Visio, IT Management, Software Project..., Process Improvement, Integration, IT Strategy, Project Management, Enterprise Architecture, Analysis, Disaster Recovery, Business Process..., Trading Systems, Market Data, Risk Management, ITIL, PMO, Requirements Gathering
Education
Dumont High School
New Jersey Institute of Technology - School of Management
MIS
OppenheimerFunds September 2015 - Present
OppenheimerFunds January 2015 - September 2015
OppenheimerFunds September 2005 - December 2014
Mercedes Benz USA October 2004 - June 2005
Pfizer March 2004 - July 2004
Sony Electronics June 1999 - July 2003
Skills
Business Analysis, SDLC, Vendor Management, Business Intelligence, Requirements Analysis, Visio, IT Management, Software Project..., Process Improvement, Integration, IT Strategy, Project Management, Enterprise Architecture, Analysis, Disaster Recovery, Business Process..., Trading Systems, Market Data, Risk Management, ITIL, PMO, Requirements Gathering
Education
Dumont High School
New Jersey Institute of Technology - School of Management
MIS
Jason Southern's OppenheimerFunds Experience February 2015 - Present
Job Manager, Corporate Help Desk at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
OppenheimerFunds October 2014 - May 2015
OppenheimerFunds February 2013 - February 2015
OppenheimerFunds August 2010 - February 2013
OppenheimerFunds October 2008 - August 2010
OppenheimerFunds July 2007 - October 2008
Skills
Process Improvement, Performance Management, Team Leadership, Driving Results, Customer Experience, Operations Management, Vendor Management, Streamlining Complex..., Collaborative Problem..., Root Cause Problem..., Leadership, Team Building, Change Management, Management, Financial Services, Mutual Funds, Business Analysis, Call Centers, Customer Service, Strategic Planning
Education
Regis University 2013 — 2016
Bachelor's Degree, Computer Science
Millikin University 2003 — 2007
Bachelor of Music, Commercial Music
OppenheimerFunds February 2015 - Present
OppenheimerFunds October 2014 - May 2015
OppenheimerFunds February 2013 - February 2015
OppenheimerFunds August 2010 - February 2013
OppenheimerFunds October 2008 - August 2010
OppenheimerFunds July 2007 - October 2008
Skills
Process Improvement, Performance Management, Team Leadership, Driving Results, Customer Experience, Operations Management, Vendor Management, Streamlining Complex..., Collaborative Problem..., Root Cause Problem..., Leadership, Team Building, Change Management, Management, Financial Services, Mutual Funds, Business Analysis, Call Centers, Customer Service, Strategic Planning
Education
Regis University 2013 — 2016
Bachelor's Degree, Computer Science
Millikin University 2003 — 2007
Bachelor of Music, Commercial Music
Michael Chien's OppenheimerFunds Experience April 2010 - October 2014
Job Investment Compliance Manager at AIG Global Asset Management Company
Industry Financial Services
Experience
AIG Global Asset Management Company October 2014 - Present
OppenheimerFunds April 2010 - October 2014
First Investors Corporation June 2008 - April 2010
AT&T Mobility May 2006 - February 2008
Skills
Series 7, Series 63, Series 24, Risk Management, FINRA, Financial Analysis, Compliance Management, Policy Analysis, Governance, Compliance, SOX, Policy, Series 3, Charles River IMS, SEC filings, Investment Advisers Act, Investment Advisor..., Investment Compliance, Investment Company Act, Internal Audit, Regulatory Examinations, Email Archiving, Surveillance, Mutual Funds, Separately Managed..., Document Review, Social Media
Education
New York University, Stern School of Business 2011 — 2014
MBA, Investments and Securities
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2008
BS, Finance
Middlesex County College 2003 — 2006
Associates, Liberal Arts Business
AIG Global Asset Management Company October 2014 - Present
OppenheimerFunds April 2010 - October 2014
First Investors Corporation June 2008 - April 2010
AT&T Mobility May 2006 - February 2008
Skills
Series 7, Series 63, Series 24, Risk Management, FINRA, Financial Analysis, Compliance Management, Policy Analysis, Governance, Compliance, SOX, Policy, Series 3, Charles River IMS, SEC filings, Investment Advisers Act, Investment Advisor..., Investment Compliance, Investment Company Act, Internal Audit, Regulatory Examinations, Email Archiving, Surveillance, Mutual Funds, Separately Managed..., Document Review, Social Media
Education
New York University, Stern School of Business 2011 — 2014
MBA, Investments and Securities
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2008
BS, Finance
Middlesex County College 2003 — 2006
Associates, Liberal Arts Business
John DeVey III's OppenheimerFunds Experience April 1997 - February 2000
Job Network Administrator at Baldwin Richardson Foods
Industry Food Production
Experience
Baldwin Richardson Foods 2012 - Present
Time Warner Cable February 2000 - November 2011
OppenheimerFunds April 1997 - February 2000
Skills
Cisco Routers, Cisco IOS, Solarwinds, CCNA, Windows Server, vSphere, EMC Storage, Dell Computers, HP Server Hardware, Websense, Active Directory, Hyper-V, WSUS, Backup Exec, DNS, Group Policy, Microsoft Exchange, Juniper, VMware, DHCP, Network Security, Change Management, Sentinel, Unitrends Backup..., Lenel, Dell PowerEdge Servers, ubiquiti
Education
Monroe Community College
Baldwin Richardson Foods 2012 - Present
Time Warner Cable February 2000 - November 2011
OppenheimerFunds April 1997 - February 2000
Skills
Cisco Routers, Cisco IOS, Solarwinds, CCNA, Windows Server, vSphere, EMC Storage, Dell Computers, HP Server Hardware, Websense, Active Directory, Hyper-V, WSUS, Backup Exec, DNS, Group Policy, Microsoft Exchange, Juniper, VMware, DHCP, Network Security, Change Management, Sentinel, Unitrends Backup..., Lenel, Dell PowerEdge Servers, ubiquiti
Education
Monroe Community College
Lynn Keeshan's OppenheimerFunds Experience March 1999 - September 2005
Job Chief Financial Officer at Tremont Group Holdings, Inc.
Industry Financial Services
Experience
Tremont Group Holdings, Inc. (A Subsidiary of OppenheimerFunds, Inc) September 2005 - Present
OppenheimerFunds March 1999 - September 2005
Liz Claiborne, Inc 1995 - 1999
Cat Rock Consulting 1993 - 1995
Cadbury Beverages 1986 - 1993
Skills
Business Development, Hedge Funds, Strategic Planning, Management, Change Management, Leadership, Mergers & Acquisitions, Alternative Investments, Asset Management, Business Planning, Financial Services, Finance, Mergers
Education
Amos Tuck School of Business Administration at Dartmouth College 1973 — 1975
Master of Business Administration (M.B.A.)
Mount Holyoke College 1969 — 1973
A.B., Double Major: Mathematics and English Literature, Cum Laude: Honors Thesis Written in the Field of Lobachevskian Geometry
Tremont Group Holdings, Inc. (A Subsidiary of OppenheimerFunds, Inc) September 2005 - Present
OppenheimerFunds March 1999 - September 2005
Liz Claiborne, Inc 1995 - 1999
Cat Rock Consulting 1993 - 1995
Cadbury Beverages 1986 - 1993
Skills
Business Development, Hedge Funds, Strategic Planning, Management, Change Management, Leadership, Mergers & Acquisitions, Alternative Investments, Asset Management, Business Planning, Financial Services, Finance, Mergers
Education
Amos Tuck School of Business Administration at Dartmouth College 1973 — 1975
Master of Business Administration (M.B.A.)
Mount Holyoke College 1969 — 1973
A.B., Double Major: Mathematics and English Literature, Cum Laude: Honors Thesis Written in the Field of Lobachevskian Geometry
Steve McCandless's OppenheimerFunds Experience May 2007 - Present
Job Senior Compliance Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds May 2007 - Present
OppenheimerFunds May 2000 - May 2013
OppenheimerFunds December 1992 - May 2007
OppenheimerFunds September 1988 - December 1992
OppenheimerFunds January 1985 - September 1988
OppenheimerFunds November 1983 - January 1985
Education
Metropolitan State University of Denver 1978 — 1981
Bachelor's Degree, Earth Science Secondary Education, A
Barnes Business College 1982 — 1983
Associate's Degree, Accounting and Finance, A
OppenheimerFunds May 2007 - Present
OppenheimerFunds May 2000 - May 2013
OppenheimerFunds December 1992 - May 2007
OppenheimerFunds September 1988 - December 1992
OppenheimerFunds January 1985 - September 1988
OppenheimerFunds November 1983 - January 1985
Education
Metropolitan State University of Denver 1978 — 1981
Bachelor's Degree, Earth Science Secondary Education, A
Barnes Business College 1982 — 1983
Associate's Degree, Accounting and Finance, A
Serena Alfonso's OppenheimerFunds Experience
Job Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds
Skills
Mutual Funds, Process Improvement
Education
Metropolitan State University of Denver
OppenheimerFunds
Skills
Mutual Funds, Process Improvement
Education
Metropolitan State University of Denver
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY