OppenheimerFunds, Inc

Industry: Company

Description

Headquarters: New York City, NY CEO: Arthur P. Steinmetz Chief investment officer: George R. Evans (Equities) Chief risk officer: Ahmad Deek CFO: David M. Pfeffer Subsidiaries: SteelPath, OFI Global Asset Management, Inc.,

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OppenheimerFunds, Inc Employees

Employee
Years
Job
Industry
Catherine Heron Carroll Catherine Heron Carroll Greater New York City Area Details
Catherine Heron Carroll's OppenheimerFunds, Inc Experience August 2000 - July 2008
Job
Industry Financial Services
Experience
Goldman Sachs  May 2013 - Present
ALLIANZ GLOBAL INVESTORS DISTRIBUTOR LLC   July 2008 - May 2013
Allianz Global Investors / PIMCO   July 2008 - December 2010
OppenheimerFunds, Inc   August 2000 - July 2008
ADMASTER COMMUNICATIONS INC   January 1997 - January 2000
Admaster, Inc   1997 - 2000
J.P  January 1995 - January 1997
J. P Morgan  1995 - 1997
DREYFUS SERVICES CORPORATION   January 1993 - January 1994
Dreyfus Services Corporation   January 1991 - January 1993

Skills
Marketing Strategy, Integrated Marketing, E-business, Email Marketing, Online Marketing, Digital Marketing, Digital Strategy, Online Advertising, Brand Management, Brand Awareness, Strategy, CRM, E-commerce, Content Strategy, Leadership, Marketing Communications, Product Marketing, Marketing, Cross-functional Team..., Interactive Marketing, Business Development, Content Management, Social Media, Account Management, Project Management, Management, Direct Mail, Analytics, Market Analysis

Education
Manhattan College   1983 — 1987
BS Marketing

Daniel Burke Daniel Burke Greater Boston Area Details
Daniel Burke's OppenheimerFunds, Inc Experience 1998 - 2002
Job Director, Consultant Relations at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management  2014 - Present
Mercer Investment Consulting  2010 - 2013
Gottex Fund Management Ltd.   2007 - 2011
Enterprise Bank  2003 - 2007
OppenheimerFunds, Inc.   1998 - 2002
Morrison Mahoney & Miller  1988 - 1992

Skills
Consultant Relations, Leadership, Investment Strategies, Institutional..., Investment Consulting, Institutional Sales, Private Foundations, Endowment Funds, Hedge Funds, Defined Benefit, Business Development, Alternative Investments, Asset Allocation, Team Building, Asset Managment, Investment Advisory..., Portfolio Management, Investment Management, Mutual Funds, Equities, Wealth Management, Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   1991 — 1993
M.B.A., Finance

Boston College
BA, Political Science and Government

Boston College Law School
J.D., Law

Rachel Mitchell Rachel Mitchell Greater Denver Area Details
Rachel Mitchell's OppenheimerFunds, Inc Experience August 2007 - December 2010
Job Associate, Client Service Group at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  June 2013 - Present
Brown Brothers Harriman  September 2010 - June 2013
Oppenheimerfunds Inc  August 2007 - December 2010
Oppenheimerfunds Inc  August 2006 - August 2007
Oppenheimerfunds Inc  April 2005 - August 2006

Skills
Mutual Funds, Investments, Portfolio Management, Fund Accounting, Trading, Accounting, Mergers & Acquisitions, Bloomberg, Alternative Investments, Fixed Income, Equities, Asset Management, Hedge Funds, Asset Allocation, Securities, Financial Analysis, Series 7, Valuation, Financial Modeling, Investment Strategies, Investment Management

Education
Colorado State University   2000 — 2004
Bachelor of Science, Finance

Jonathon Rapacki Jonathon Rapacki Greater Denver Area Details
Jonathon Rapacki's OppenheimerFunds, Inc Experience August 2004 - May 2008
Job Senior / Executive level finance and accounting professional
Industry Venture Capital & Private Equity
Experience
Four Corners Petroleum   January 2015 - Present
Magness Investment Group LLC   March 2013 - January 2015
Family Tree Corporation   July 2010 - March 2013
Family Tree Corporation   May 2008 - July 2010
OppenheimerFunds, Inc   August 2004 - May 2008

Skills
Finance, Investments, Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Accounts Payable, Strategic Planning, Financial Management, Derivatives, Account Reconciliation, Bloomberg, Due Diligence, Budgeting, Cash Management, Asset Management, Mutual Funds, Alternative Investments, Options, Financial Reporting, Investor Relations, Internal Controls, General Ledger, Project Management, Capital, Asset, Compliance, Debt, Forecasting, Financial Accounting, Fund Accounting, Cash Flow, Business Planning, Financial Forecasting, Business Strategy, Excel, Payroll, Financial Markets, Financial Control, Reconciliation, Capital Budgeting, Project Finance, Budget Analysis, Business Process..., Operations Management, Management, Risk Management, Excalibur, OGSYS

Education
University of Denver - Daniels College of Business   2005 — 2007
MBA, Finance

Fort Lewis College   1999 — 2004
BA, Finance and Accounting

Thornton High School

Dave Vari Dave Vari Greater Denver Area Details
Dave Vari's OppenheimerFunds, Inc Experience March 1998 - January 2000
Job
Industry Information Technology and Services
Experience
Pearson Education  January 2014 - Present
Douglas County Government  April 2002 - January 2014
Qwest Communications  June 2001 - April 2002
Context Integration  June 2000 - June 2001
OppenheimerFunds, Inc.   March 1998 - January 2000
Raymond James Consulting  March 1995 - March 1998
Joint Commission  April 1994 - February 1995
CSC Consulting  June 1987 - April 1994

Skills
Enterprise Architecture, Agile Methodologies, Software Development, SOA, Scrum, DevOps, Amazon EC2, Web Services, IT Strategy, Data Modeling, Integration, Project Management, Java Enterprise Edition, Solution Architecture, Mobile Applications, GIS, Software Project..., Object Oriented Modeling, Problem Analysis, Product Evaluations, System Architecture, Systems Analysis, Team Facilitation, IT Management, Business Analysis, SDLC, Data Warehousing, Java, Mobile Architecture, HTML 5, Road Map Development, CSS3, REST, ITIL v3 Foundations..., .NET, ESRI, JBoss Application Server, Budgets, Emerging Technologies, Software Design, Software Engineering, Software Engineering..., Systems Architecture, Agile Project Management, Cloud Computing, Application Architecture, JavaScript

Education
Illinois State University   1983 — 1987
BS, Applied Computer Science, Economics

Marist High School   1979 — 1983

Jessica Kaminski Jessica Kaminski Greater New York City Area Details
Jessica Kaminski's OppenheimerFunds, Inc Experience December 2007 - July 2011
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   May 2014 - Present
J.P. Morgan   July 2011 - May 2014
OppenheimerFunds, Inc.   December 2007 - July 2011
The Krisam Group   March 2005 - November 2007
IAC/InterActiveCorp  September 2002 - March 2005

Skills
Series 63, Event Planning, Equities, Alternative Investments, Corporate Finance

Education
University of Massachusetts at Amherst - Isenberg School of Management   1998 — 2002
BBA, Business Management

University of Massachusetts, Amherst   1998 — 2002
BBA, Business Management

Mason Durand Mason Durand Stamford, Connecticut Details
Mason Durand's OppenheimerFunds, Inc Experience March 2010 - October 2014
Job Assistant Vice President, Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason  October 2014 - Present
OppenheimerFunds, Inc   March 2010 - October 2014
AXA Advisors  January 2008 - February 2010

Skills
Mutual Funds, Series 63, Series 7, Series 6, 401k, Asset Allocation, Retirement Planning, Retirement, Alternative Investments, Investments, CRM, Wealth Management, Securities, Fixed Income, Equities, Asset Management, Relationship Management, Financial Services, Fixed Annuities, Finance

Education
SUNY Oswego   2004 — 2006
Bachelor's degree, Public Relations, Advertising, and Applied Communication

Jefferson Community College   2002 — 2004
Associate's degree

Dan Kohn Dan Kohn Greater New York City Area Details
Dan Kohn's OppenheimerFunds, Inc Experience September 2006 - August 2013
Job Vice President, Business Transformation Office
Industry Financial Services
Experience
OppenheimerFunds, Inc   September 2006 - August 2013
BusinessEdge Solutions  February 2004 - September 2006
Deloitte Consulting  1994 - 2004
Simon and Schuster  February 1994 - August 1994
Accutest Laboratories  March 1993 - January 1994
OR/MS Dialogue, Inc.   1984 - 1993
J.M. Huber Corporation   September 1981 - June 1984
New York University  1979 - 1981

Skills
PMO, Program Management, Project Portfolio..., IT Strategy, Business Process..., Business Transformation, Process Simulation, Financial Services, SDLC, Business Analysis, Risk Management, Management Consulting, Project Management, Management, Business Development, Leadership, Mergers & Acquisitions, Enterprise Software, Project Delivery, Vendor Management, Data Warehousing, Business Process..., Quality Assurance

Education
NYU Stern School of Business   1979 — 1981
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management

SIFMA Securities Industry Institute   2011 — 2013

Queens College   1975 — 1979
Bachelor of Arts (B.A.), Computer Science

William Donohue William Donohue Greater Denver Area Details
William Donohue's OppenheimerFunds, Inc Experience October 1994 - February 2004
Job Regional Director/Vice President
Industry Investment Management
Experience
Ivy Funds Distributor Inc.  March 2004 - Present
OppenheimerFunds Inc.  October 1994 - February 2004
Dickinson & Co.   1993 - 1994

Skills
Series 7, Investments, Asset Allocation, FINRA, Wealth Management, Mutual Funds, Alternative Investments, Series 63, Series 65, Hedge Funds, Series 6, ETFs, Separately Managed..., 401k, Series 24

Education
Plymouth State University   1989 — 1992

Nancy Steele Nancy Steele Littleton, Colorado Details
Nancy Steele's OppenheimerFunds, Inc Experience September 2004 - Present
Job Recent Graduate of Applied Psychology at Regis University
Industry Accounting
Experience
OppenheimerFunds, Inc.   September 2004 - Present
OppenheimerFunds  2004 - 2014
Group Voyagers  1999 - 2004
The F.U.N.D.   September 2001 - January 2003

Skills
Accounts Payable, Process Improvement, Customer Service, Problem Solving, Team Building, Team Leadership, Research, Nonprofits, Outlook, Budgets, Microsoft Excel, Financial Analysis, Analysis, Training, Accounting, Leadership, Business Analysis, Project Management, Vendor Management

Education
Regis University   2008 — 2014
Bachelor's, Applied Psychology, specializing in Positive Psychology with a minor in Organizational Development, Magna Cum Laude

Arapahoe Community College
General studies

Mesa State College

Tom Castriota Tom Castriota Greater New York City Area Details
Tom Castriota's OppenheimerFunds, Inc Experience September 2007 - February 2008
Job Managing Principal at Capco
Industry Information Technology and Services
Experience
Capco  June 2012 - Present
West Shore, L.L.C.   September 2005 - Present
NY based Financial Services Consulting Firm   June 2011 - May 2012
Capco  January 2010 - June 2011
Bridgewater Associates  March 2008 - January 2010
OppenheimerFunds, Inc   September 2007 - February 2008
Nomura Securities, International  May 2007 - December 2007
Nomura Securities, International  September 2004 - May 2007
Deutsche Bank  May 2002 - September 2004
Alphablox  May 1998 - May 2002

Skills
Business Intelligence, Data Warehousing, Master Data Management, Program Management, Data Integration, Outsourcing, Management Consulting, Data Governance, Banking, IT Strategy, SDLC, Start-ups, Data Management, Trading Systems, Capital Markets, Sybase, Data Quality, Data Warehouse..., Cross-functional Team..., Investment Banking, Asset Managment, Asset Management, Business Analysis, Analytics, Enterprise Software, Management, Strategy, Vendor Management

Education
Marist College   1984 — 1988
BS

William Norman William Norman West Palm Beach, Florida Area Details
William Norman's OppenheimerFunds, Inc Experience July 2001 - September 2006
Job National Initiatives Director at McGladrey
Industry Financial Services
Experience
McGladrey  November 2014 - Present
Ness Technologies  February 2013 - October 2014
UST Global  June 2010 - February 2013
KPMG  September 2006 - June 2010
OppenheimerFunds, Inc   July 2001 - September 2006
NexusGroup   August 1996 - July 2001
SilverStream  1999 - 2001
Bankers Trust  1998 - 2001
Deutsche Bank  1998 - 2001
Pepsi-Cola International  June 1989 - August 1996

Skills
IT Strategy, Outsourcing, Program Management, Enterprise Software, Software Development, Process Improvement, Offshoring, Business Development, SDLC, Agile Methodologies, Management Consulting, Business Analysis, Enterprise Architecture, Leadership, Vendor Management, Business Transformation, ITIL, Scrum, Knowledge Management, Enterprise Risk..., IT Transformation, Global Sourcing, Cloud Computing, CIO Advisory Services, Project Portfolio..., Solution Architecture, Financial Services, Global Delivery, Customer Retention, Team Building, Global Account..., Product Development, Product Management, P&L Management, Pipeline Management, Pipeline Development, Vendor Relationship..., Innovation Management, Sales Management, Business Strategy

Education
Pace University   1987 — 1991
BBA, International Marketing

Amber Belongia Amber Belongia Greater Chicago Area Details
Amber Belongia's OppenheimerFunds, Inc Experience July 2007 - April 2012
Job House Manager and Professional Mother at BelongiaBland Household
Industry Financial Services
Experience
.   October 2014 - Present
SEED Financial Strategies   May 2013 - October 2014
21st Century Insurance  June 2012 - May 2013
OppenheimerFunds, Inc   July 2007 - April 2012
The Vanguard Group  September 2005 - July 2007

Skills
Well developed..., Initiative to gain..., Consistenly empower..., Focus on breaking down..., Creative and..., Requirements Gathering, Business Analysis, Series 7, Leadership, Project Management, Change Management, Mutual Funds, Retirement Planning, SDLC, Customer Service, Investments, Strategy, Vendor Management, Series 6, Financial Services, SharePoint, Team Building, Training, Visio, Data Analysis, Project Planning, CRM, Analysis, Risk Management, FINRA, Series 63

Education
University of North Carolina at Chapel Hill   1999 — 2004
BS Journalism-Public Relations & BS Romance Languages-Spanish

University of North Carolina at Chapel Hill   1999 — 2004

Richard Britton Richard Britton Greater Denver Area Details
Richard Britton's OppenheimerFunds, Inc Experience December 2006 - Present
Job VP Infrastructure & Architecture at OppenheimerFunds, Inc
Industry Financial Services
Experience
OppenheimerFunds, Inc   December 2006 - Present
GMAC  December 1996 - December 2006

Education
University of Minnesota-Twin Cities
BA, Computer Science with 2 Minors

☁ Nick Kremer ☁ Nick Kremer Greater New York City Area Details
☁ Nick Kremer's OppenheimerFunds, Inc Experience January 2008 - Present
Job CRM | SFA, Technical Delivery Manager, Certified SFDC Administrator, and Solution Architect at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds, Inc.   January 2008 - Present
OppenheimerFunds  April 2004 - January 2008
OppenheimerFunds  September 2000 - April 2004
OppenheimerFunds  April 1999 - September 2000

Skills
Technology Solution..., Financial Sector, Asset Management, Salesforce.com, Business Process, Vendor Relationship..., Software Development, Team Leadership, Agile Methodologies, CTI, Software Project..., Requirements Analysis, Business Analysis, Cloud Computing, iPhone, Customer Interaction, Architecture, Salesforce1, Force.com, Call Center, SharePoint, Integration, SQL, Chatter, Performance Tuning, PL/SQL, ETL, Siebel EIM, Enterprise Mobility, Siebel Administration, Technical Staff..., End User Training, Access, System Deployment, Siebel CRM, Oracle, Databases, Pyxis, PyxisMobile, Siebel EAI, End User Support, Social Enterprise, Process Engineering, Performance Management, SQL Tuning, Mentoring, Application Development, Visual Basic, SQL Server, Record Of Success

Education
City University of New York-Brooklyn College   1995 — 1998
Undergraduate studies toowards BS

Odessa National Academy of Food Technologies   1993 — 1994
Undergraduate studies towards BS

Julio Garcia Jr. Julio Garcia Jr. Greater New York City Area Details
Julio Garcia Jr.'s OppenheimerFunds, Inc Experience November 2006 - April 2014
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds  May 2014 - Present
OppenheimerFunds, Inc   November 2006 - April 2014
Georgeson Shareholder Securities   March 2002 - November 2006
Georgeson Shareholder Securities, Inc.   May 2000 - February 2002

Skills
Mutual Funds, 401k, Sales, CRM, Separately Managed..., Strategy, FINRA, Financial Analysis, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Retirement, Series 24, Securities, Investment Strategies, Investment Advisory, Fixed Income, Defined Contribution, Series 65, Salesforce.com

Education
Hofstra University
Finance, Economics, & Speech Communications

Layla Mauldin Layla Mauldin Greater Denver Area Details
Layla Mauldin's OppenheimerFunds, Inc Experience February 2004 - May 2013
Job Legal Administrative Assistant at Cardi, Schulte & Ford LLC
Industry Legal Services
Experience
Cardi, Schulte & Ford LLC   April 2015 - Present
TriZetto Corporation  August 2014 - December 2014
Janus Capital Group  June 2013 - August 2014
OppenheimerFunds, Inc.   February 2004 - May 2013
OppenheimerFunds, Inc.   October 2000 - February 2004
United States Air Force  February 1996 - June 2000

Skills
Financial Analysis, Asset Managment, Mutual Funds, Relationship Management, Business Analysis, Process Improvement, Vendor Management, RFP, Securities, Procurement, Management, Contract Negotiation, Contract Management, Asset Management, Analytics, Risk Management, Financial Services, Equities, Banking, Program Management, CRM, SDLC, Investments, Portfolio Management, Leadership, Project Management, Visio, Call Centers, Business Process..., Human Resources, Series 63

Education
Arapahoe Community College   2013 — 2015
Paralegal Certificate

University of Phoenix   2003 — 2006
BS/CJA, Criminal Justice Administration

Lauren Venezia Lauren Venezia New York, New York Details
Lauren Venezia's OppenheimerFunds, Inc Experience August 2007 - January 2014
Job Assistant Vice President, Performance & Risk Management
Industry Financial Services
Experience
OppenheimerFunds  August 2005 - Present
OppenheimerFunds Inc  August 2007 - January 2014
OppenheimerFunds, Inc.   August 2005 - August 2007
Robert Walters Associates   2004 - 2005
MAR-Hedge / ETF Report   October 2002 - December 2003

Skills
Matlab, SQL, Perl, Alternative Investments, Hedge Funds, Equities, Fixed Income, Retirement Plan..., Marketing Strategy, C++, VBA, C#, Cognos, Zephyr, Factset, Barra, Factset SPAR, Performance Attribution, Attribution, Performance Management, Performance Analysis, Risk Management, Risk Analysis, Market Risk, Risk Analytics, Statistics, Operational Risk, Data Modeling, Data Analysis, Investments, Financial Risk, ETFs, Bloomberg, Quantitative Finance, Derivatives, Reporting & Analysis, Executive Reporting, Analysis, Competitive Analysis, Analytics, Market Analysis, Scenario Analysis, Monte Carlo Simulation, Portfolio Optimization, Portfolio Performance..., Enterprise Risk...

Education
Columbia University in the City of New York   2009 — 2012
Master's, Quantitative Methods (QMSS)

New York University   2007 — 2008
MA, Political Economics

Columbia University in the City of New York   2000 — 2004
BA, Political Economics & Spanish/Portuguese

Yale University   1999 — 2000
Microeconomics Program, Advanced Microeconomic Theory

Nancy Vann Nancy Vann Greater New York City Area Details
Nancy Vann's OppenheimerFunds, Inc Experience January 2005 - May 2012
Job President of Safe Energy Rights Group, Inc.
Industry Law Practice
Experience
OppenheimerFunds, Inc.   January 2005 - May 2012
Brown & Wood  October 1997 - April 2004
Fried Frank  1983 - 1985

Skills
Mutual Funds, Securities, Corporate Law, Organizational..., Investments, Financial Services, Non-profit Leadership, Asset Management, Corporate Governance, Non-profit..., Mergers & Acquisitions, Finance, Mergers, Management, Fixed Income, Due Diligence, Securities Regulation, Capital Markets, Equities, Legal Writing, Non-profits...

Education
Yale Law School   1980 — 1983
Doctor of Law (J.D.)

Columbia University in the City of New York
BA, Sociology, Summa Cum Laude

Patrick Coyne Patrick Coyne Greater New York City Area Details
Patrick Coyne's OppenheimerFunds, Inc Experience February 1999 - August 2000
Job Experienced marketer in Financial Services, Distribution Marketing, Product Marketing, Sales
Industry Financial Services
Experience
Legg Mason  February 2004 - Present
PIMCO Funds   August 2000 - February 2004
OppenheimerFunds Inc  February 1999 - August 2000
OppenheimerFunds Inc  April 1997 - February 1999
Scudder Funds   March 1994 - April 1997
Scudder Funds   April 1992 - March 1994

Education
Marist College   1987 — 1991
BS, Finance

John S. Burke Catholic   1983 — 1987
High School

Jeffrey Andrew, JD, MBA, PMP Jeffrey Andrew, JD, MBA, PMP Greater New York City Area Details
Jeffrey Andrew, JD, MBA, PMP's OppenheimerFunds, Inc Experience February 2005 - March 2006
Job Vice President/Senior Project Manager at Dexia Financial Products Services
Industry Financial Services
Experience
Dexia Financial Products Services   July 2009 - Present
Financial Security Assurance  March 2006 - July 2009
OppenheimerFunds, Inc   February 2005 - March 2006
Self-employed  April 2001 - February 2005
Morgan Stanley  January 1996 - January 2001
PPL Corporation  January 1985 - January 1995
Air Products and Chemicals, inc  July 1994 - October 1994
Dorney Park Coaster Company, inc   January 1978 - January 1985

Skills
Fixed Income, SDLC, Sybase, Derivatives, Perl, Project Management, SQL, Business Analysis, C#, Java, Equities, Sun Certified Java..., Ksh, HTML, Analysis, Risk Management, Software Development, PowerBuilder, Requirements Analysis, Portfolio Management, Investments, Structured Finance, Financial Risk, Databases, Financial Markets, Capital Markets, CRM, XML, Interest Rate..., Settlement, Equity Derivatives, Access, Options, Trading, Trading Systems, Investment Banking, Bonds, Asset Management, Cloud Computing, Python

Education
Pepperdine University School of Law   1990 — 1993
J.D., law

Lehigh University   1988 — 1990
MBA, Economics

Lehigh University   1981 — 1985
BS, Computing and Informational Science

Parkland High School   1978 — 1981

Coursera

Jacquelyn Danbury Jacquelyn Danbury Greater Philadelphia Area Details
Jacquelyn Danbury's OppenheimerFunds, Inc Experience December 2004 - April 2006
Job Helping great talent build a colorful future at Datacolor
Industry Human Resources
Experience
Datacolor  November 2012 - Present
Danbury Data Services   November 2010 - April 2013
OfficeTeam  June 2010 - December 2011
CALIPER HUMAN STRATEGIES   November 2008 - February 2009
CALIPER HUMAN STRATEGIES   April 2006 - November 2008
OPPENHEIMERFUNDS, INC   December 2004 - April 2006
Merrill Lynch  February 2002 - December 2004

Skills
Human Resources, Recruiting, Organizational..., Employee Benefits, Employee Engagement, Process Improvement, Onboarding, Personnel Management, Team Building, Employee Relations, Customer Service, Training, Interviews, Performance Management, Talent Acquisition, HRIS, Workforce Planning, Project Management, Leadership, Talent Management, Benefits Administration, Leadership Development, Employee Handbooks, Business Communications, Retirement, Strategic Planning, Coaching

Education
Rutgers University-New Brunswick   2008 — 2010
MBA, Management

Rider University   1997 — 2001
BS, Human Resource Management

Jeffrey Musell Jeffrey Musell Greater Denver Area Details
Jeffrey Musell's OppenheimerFunds, Inc Experience November 2010 - November 2011
Job Transition Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2014 - Present
TIAA-CREF  August 2012 - Present
JP Morgan Asset Management  December 2011 - November 2012
OppenheimerFunds, Inc   November 2010 - November 2011
OppenheimerFunds, Inc.   January 2010 - November 2010
OppenheimerFunds, Inc.   September 2008 - January 2010
OppenheimerFunds, Inc.   September 2007 - September 2008

Skills
Mutual Funds, Retirement Planning, 403 b, Employee Benefits, Variable Annuities, 401k, Profit Sharing, Retirement Plan..., Qualified Retirement..., Fixed Annuities, Defined Contribution, Defined Benefit, Pensions, IRAs, Asset Allocation, 457 Plans, Series 63, Series 7, Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Life Insurance, CRM, ERISA, Investments, Retirement

Education
Metropolitan State University of Denver
Bachelor of Liberal Arts Degree, 2007

Agata Strzelichowski Agata Strzelichowski New York, New York Details
Agata Strzelichowski's OppenheimerFunds, Inc Experience October 2008 - Present
Job Vice President, Emerging Markets Equities, OppenheimerFunds, Inc.
Industry Investment Management
Experience
OppenheimerFunds, Inc.   October 2008 - Present
Goldman Sachs  July 2002 - July 2008

Skills
Investments, Equities, Product Management

Education
New York University - Leonard N. Stern School of Business   2012 — 2014
Master of Business Administration (MBA), Finance

Columbia University in the City of New York
Bachelor of Arts (BA), Economics

Daniel Herrington Daniel Herrington Greater Denver Area Details
Daniel Herrington's OppenheimerFunds, Inc Experience January 2008 - July 2011
Job Sr Systems Analyst at Janus Capital Group
Industry Information Technology and Services
Experience
Janus Capital Group  2012 - Present
OppenheimerFunds Inc  January 2008 - July 2011
OppenheimerFunds Inc  January 2005 - January 2008
OppenheimerFunds  January 2003 - January 2005
OppenheimerFunds Inc  January 1998 - January 2003
OppenheimerFunds  January 1994 - January 1998
OppenheimerFunds Inc  January 1993 - January 1994

Skills
Oracle, Business Process, Data Warehousing, ETL, Oracle E-Business Suite, Business Analysis, Financial Accounting, System Testing, Training

Education
Colorado State University
Economics

Claremont McKenna College   1986 — 1989
Economics

Judith McEntee Judith McEntee Wilsonville, Oregon Details
Judith McEntee's OppenheimerFunds, Inc Experience June 2000 - December 2000
Job Senior Systems Analyst at State of Oregon
Industry Government Administration
Experience
State of Oregon  September 2012 - Present
State of Oregon  April 2005 - October 2012
Compassion International  May 2004 - May 2005
Stte of Oregon   August 2004 - April 2005
Lockheed Martin  January 2001 - April 2004
OppenheimerFunds Inc  June 2000 - December 2000
Compassion International  December 1996 - June 2000
Direct TV  September 1996 - December 1996

Skills
Microsoft SQL Server..., Oracle SQL, Informix, SQL Server, Databases, Requirements Analysis, SSIS, Database Design, SSAS, SSRS, T-SQL, Database Administration, SharePoint, SQL, Documentation, Systems Analysis, SDLC, Microsoft CRM

Education
The National University   1984 — 1985
Bachelor of Arts Degree, Business Administration; an; Information Systems

National University   1983 — 1985
Bachelors of Arts, Business

Rob Madden Rob Madden Greater New York City Area Details
Rob Madden's OppenheimerFunds, Inc Experience June 2007 - July 2011
Job Regional Vice President Advisor Consultant
Industry Financial Services
Experience
Hartford Funds  November 2011 - Present
OppenheimerFunds, Inc   June 2007 - July 2011
First Empire Securities  November 2003 - June 2007
Associate  August 2001 - January 2003
Barings LLC   April 2000 - August 2001
Morgan Stanley Smith Barney  April 1998 - April 2000
Bear Stearns  September 1997 - April 1998

Skills
Fixed Income, Securities, Investments, Trading, Investment Management, Municipal Bonds, Mutual Funds, Portfolio Optimization, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Portfolio Management, Fixed Income Portfolio..., Liquidity Management, High Yield, Series 7, Retirement Planning, Private Label, Leadership, Mortgage Securities

Education
Long Island University at C.W. Post College   1994 — 1997
Bachelor of Science, Business Administration, Finance

Long Island University at C.W. Post College   1994 — 1997
Bachelor of Science, Business Administration, Finance

United States Naval Academy   1993 — 1997
Bachelor, Science Curriculum; Political Science

United States Naval Academy   1993 — 1994
Political Science

Bridgette Storms, PMP/CSM/CSP/MTI-CM Bridgette Storms, PMP/CSM/CSP/MTI-CM Greater Denver Area Details
Bridgette Storms, PMP/CSM/CSP/MTI-CM's OppenheimerFunds, Inc Experience 2011 - Present
Job High performer with a proven ability to influence others and make things happen across organizational & geographic lines
Industry Information Technology and Services
Experience
OppenheimerFunds, Inc   2011 - Present
Oppenheimer Funds  September 2007 - September 2012

Skills
Business Analysis, Agile Methodologies, PMO, Team Building, Coaching

Education
University of Michigan   1993 — 1996
LSA, Psych, Psychology

Kimberly Kovacs Kimberly Kovacs Columbia, Missouri Area Details
Kimberly Kovacs's OppenheimerFunds, Inc Experience 2007 - 2010
Job Business Account Manager for Payroll Services
Industry Human Resources
Experience
Business Account Manager   2010 - Present
OPPENHEIMERFUNDS, INC   2007 - 2010
Transamerica  2001 - 2007
METLIFE INVESTORS, INC   2003 - 2004
TRANSAMERICA CAPITAL, INC  January 2001 - January 2003

Education
University of Missouri-Columbia   1995 — 2000
Bachelor of Science

University of Missouri-Columbia
Bachelor of Science, Parks & Recreation

Amanda Gianni Amanda Gianni Orlando, Florida Details
Amanda Gianni's OppenheimerFunds, Inc Experience May 2012 - January 2013
Job Sales Agent at Walt Disney Travel Company
Industry Leisure, Travel & Tourism
Experience
The Walt Disney Company  March 2015 - Present
Disney Vacation Club  June 2014 - Present
Disney Vacation Club  January 2014 - June 2014
The Walt Disney Company  June 2013 - January 2014
Ketchum PR  August 2012 - May 2013
OppenheimerFunds, Inc   May 2012 - January 2013

Skills
Social Media, Microsoft Word, Microsoft Excel, Microsoft Office..., SPSS, Access, Marketing, Social Media Marketing, PowerPoint, Microsoft Office, Event Management, Internal Communications

Education
James Madison University   2009 — 2013
Bachelor of Science, Communication Studies, Public Relations

Scotch Plains Fanwood High School   2005 — 2009
High School Dipolma

Lesley Maybury Lesley Maybury Greater Denver Area Details
Lesley Maybury's OppenheimerFunds, Inc Experience January 1994 - January 2011
Job Learning & Development Specialist
Industry Financial Services
Experience
Scottrade, Inc  March 2012 - Present
OppenheimerFunds, Inc   January 1994 - January 2011
OppenheimerFunds, Inc   January 1994 - January 1995
Resources Trust Co   January 1993 - January 1994
Resources Trust Co   January 1993 - January 1994
Bellco First Federal C.U   January 1991 - January 1993
Bellco First Federal C.U   January 1991 - January 1993

Skills
MS Office Suite, Captivate, Plateau LMS..., E-learning Development, Learning Management..., Visio, E-Learning, Business Analysis, Training, Business Intelligence, SharePoint, Needs Analysis, Learning Management, Software Documentation, Organizational..., Performance Management, Instructional Design, Microsoft Office

Education
Aurora Community College
English, Psychology, Math

California State University-Long Beach

Community College of Aurora

Kimberly Bella Kimberly Bella San Francisco Bay Area Details
Kimberly Bella's OppenheimerFunds, Inc Experience January 2008 - January 2010
Job A.T. Kearney Associate | Financial Services | Digital Strategy | Innovation & Growth Consulting | Payments Strategy
Industry Management Consulting
Experience
A.T. Kearney   July 2015 - Present
AlixPartners  January 2014 - July 2015
AlixPartners  June 2011 - June 2014
StudioNow  March 2011 - May 2011
Hanesbrands Inc.  October 2010 - March 2011
RECKITT BENCKISER, INC  June 2010 - August 2010
OPPENHEIMERFUNDS, INC   January 2008 - January 2010
SECOND CURVE CAPITAL, LLC   January 2006 - December 2007

Skills
Marketing Communications, Digital Marketing, Digital Strategy, Online Marketing, Digital Media, Social Media, SEO, B2B, Online Advertising, Social Media Marketing, Analytics, Strategy, Marketing Management, SEM, Web Analytics, Web Design, Marketing, Marketing Strategy, Competitive Analysis, Integrated Marketing, PPC, New Media, Google Adwords, Content Management, Website Development, Business Development, Management

Education
Vanderbilt University - Owen Graduate School of Management   2009 — 2011
MBA

Pontificia Universidad Catolica de Chile   2011 — 2011
MBA

Georgia College and State University   2001 — 2005
Bachelor

Gatewood   1997 — 2001
High School Diploma

Greg Church Greg Church Greater Denver Area Details
Greg Church's OppenheimerFunds, Inc Experience May 2000 - May 2003
Job
Industry Health, Wellness and Fitness
Experience
WOW! Internet, Cable & Phone   May 2015 - Present
Reed Group  2012 - March 2015
Lockheed Martin  December 2004 - December 2011
Griffin-Schruers, Incorporated   January 2003 - November 2004
OppenheimerFunds Inc.  May 2000 - May 2003

Skills
Microsoft SQL Server, Integration, Databases, Requirements Analysis, Cognos, Data Warehousing, Analysis Services, SSRS, SharePoint, Requirements Management, SSIS, Business Intelligence..., Data Migration, Software Documentation, Business Intelligence, Business Analysis, SQL, Management

Education
Metropolitan State College of Denver   2000 — 2003
Management Information Systems, General

Fort Lewis College   1989 — 1994
BA, Economics

Ellen Casey Ellen Casey Greater New York City Area Details
Ellen Casey's OppenheimerFunds, Inc Experience February 2011 - June 2011
Job Senior Counsel at MetLife
Industry Law Practice
Experience
MetLife  October 2011 - Present
MetLife  June 2011 - October 2011
OppenheimerFunds, Inc.   February 2011 - June 2011
Merrill Lynch  1998 - 2009
Clifford Chance (formerly Rogers & Wells)   1993 - 1996

Skills
Employment Law, Litigation, Human Resources, Dispute Resolution, FMLA, Securities, Competition Law, Contract Negotiation, Securities Regulation, Commercial Litigation, Corporate Governance

Education
Georgetown University Law Center   1986 — 1989
JD, Law

Georgetown University   1982 — 1986
BA, Government

Keith Amanna Keith Amanna Greater Denver Area Details
Keith Amanna's OppenheimerFunds, Inc Experience August 2011 - June 2012
Job Test Automation Developer
Industry Computer Software
Experience
Nelnet Diversified Solutions  2015 - 2015
Nelnet Diversified Solutions  2015 - 2015
Nelnet Diversified Solutions  2015 - 2015
Scottrade  December 2012 - January 2014
OppenheimerFunds, Inc   August 2011 - June 2012
Digi-Data Corporation  September 2007 - March 2011
Computer Answers, L.L.C.   June 2002 - September 2007
Rational Software, Inc   October 1999 - May 2002
Bendata, Incorporated   April 1996 - October 1999

Skills
Test Cases, System Testing, Test Automation, Agile Methodologies, Testing

Education
Colorado Technical University

Pat Lovett Pat Lovett Greater Denver Area Details
Pat Lovett's OppenheimerFunds, Inc Experience May 2007 - December 2010
Job Owner, Lovett Coach
Industry Professional Training & Coaching
Experience
Lovett Coach   January 2011 - Present
Women's Vision Foundation   2011 - Present
special olymics   2002 - 2014
special olymics   2002 - 2014
OppenheimerFunds Inc  May 2007 - December 2010

Skills
Executive Coaching, Coaching, Employee Engagement, Leadership Development, Life Options Certified..., Options, Retirement, Interviews, Career Counseling, Human Resources, Organizational..., Mentoring, Performance Management, Succession Planning, Process Improvement, Vendor Management, Change Management, Management, Leadership, HRIS, Call Centers, Talent Management, Training, Employee Benefits, Recruiting, Program Management, Strategy, Onboarding, Organizational..., Conflict Resolution, Workshop Facilitation, Team Building, Employee Training, Personnel Management, Employee Relations, Job Coaching, Management Development, Training Delivery, Talent Acquisition, Culture Change, Emotional Intelligence

Education
University of Colorado at Boulder
Bachelor of Science (BS)

Wendy D. Lee, CFA Wendy D. Lee, CFA Greater New York City Area Details
Wendy D. Lee, CFA's OppenheimerFunds, Inc Experience April 2011 - Present
Job Head of Senior Client Portfolio Manager Team at OppenheimerFunds, Inc
Industry Investment Management
Experience
OppenheimerFunds, Inc   April 2011 - Present
FarView Capital Advisors   May 2009 - June 2011
Equinox Capital Management   June 1992 - April 2008
Brinson Partners  May 1985 - June 1992
Morgan Guaranty Trust Company  May 1984 - May 1985
American National Bank & Trust Company  January 1981 - May 1984
Airco, Inc   September 1978 - September 1980
New Jersey Treasury   September 1977 - September 1978

Skills
Hedge Funds, Portfolio Management, Investments, Investment Banking, Investment Strategies, Equity Research, Finance, Private Equity, Strategy, Mutual Funds, Asset Allocation, Series 63, Fund Of Funds, Portfolio Optimization, Fixed Income, Series 7, Investment Management, Trading, Alternative Investments, Valuation, Bonds, Derivatives, Capital Markets, Equities, Investment Advisory, Securities, Asset Managment, Financial Markets, Wealth Management, Institutional..., Economics, Financial Modeling

Education
The University of Chicago Booth School of Business   1980 — 1983
MBA, Finance & Accounting

Rutgers University-New Brunswick   1973 — 1977
AB, Economics

Jeff Bryan, CIMA, CRPC Jeff Bryan, CIMA, CRPC Miami/Fort Lauderdale Area Details
Jeff Bryan, CIMA, CRPC's OppenheimerFunds, Inc Experience 2001 - 2011
Job Regional Vice President at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments  2011 - Present
OppenheimerFunds, Inc   2001 - 2011
Prudential Insurance Company  1996 - 2001
MetLife  1989 - 1996
Group PensionsMutual of America   1987 - 1989

Education
Binghamton University   1982 — 1986
Bachelor of Arts, Economics

Ilana Schreiber, COA Ilana Schreiber, COA Greater New York City Area Details
Ilana Schreiber, COA's OppenheimerFunds, Inc Experience December 2000 - November 2001
Job Ophthalmic Technician at Montefiore Medical Center
Industry Hospital & Health Care
Experience
Montefiore Medical Center  September 2012 - Present
Lederman & Lederman, LLP   September 2004 - August 2012
Liebergall Eye Associates   March 2003 - April 2004
OppenheimerFunds, Inc.   December 2000 - November 2001
GE Capital Corporation  November 1999 - December 2000
MetLife  January 1998 - November 1999
Porter Novelli  November 1996 - January 1998
Manning, Selvage & Lee, High Technology Group   June 1995 - November 1996

Skills
Microsoft Office, Excel, Patient Care, Early Childhood, Microsoft Excel, Leadership, Healthcare, Medicine

Education
City University of New York
B.A, Political Science

Sherry Exum Sherry Exum Greater Denver Area Details
Sherry Exum's OppenheimerFunds, Inc Experience May 2004 - June 2009
Job Database Coordinator at Children's Hospital Colorado
Industry Information Technology and Services
Experience
Children's Hospital Colorado  January 2015 - Present
HCA  January 2011 - 2013
OppenheimerFunds, Inc   May 2004 - June 2009
OppenheimerFunds, Inc   January 1986 - June 2009
OppenheimerFunds  June 1997 - May 2004
OppenheimerFunds  August 1995 - June 1997
OppenheimerFunds  January 1990 - January 1995
OppenheimerFunds  January 1989 - January 1990

Skills
Microsoft SQL Server, Active Directory, SDLC, Unix, Databases, XP, Windows 7, Technical Support, Autosys, Security, Troubleshooting, Disaster Recovery, Visio, Networking, Vendor Management, Software Documentation, SharePoint, Help Desk Support, Access, SQL, Process Improvement, Windows XP

Education
University of Denver   2006 — 2008
Database Administration Certificate, Database Administrator

Arapahoe Community College   1992 — 1996
Associate's degree, Computer Science

Community College of Aurora   1992 — 1995
Associate's degree, Computer Science

David Andreoni David Andreoni Greater New York City Area Details
David Andreoni's OppenheimerFunds, Inc Experience 2005 - 2006
Job
Industry Investment Management
Experience
US Bank  January 2011 - Present
Barclays Capital  March 2009 - October 2010
The Rohatyn Group  January 2006 - December 2008
OppenheimerFunds Inc  2005 - 2006
NYC Gotham Consulting   1995 - 2005
AIG Global Investment Group  1997 - 1999
Citicorp  1996 - 1997
Goldman Sachs  1993 - 1996

Education
Columbia University in the City of New York   2004 — 2006
MAFN, Mathematics and Finance

State University of New York at New Paltz   1986 — 1990

Jo Ann Curran, MA, Jo Ann Curran, MA, Greater Denver Area Details
Jo Ann Curran, MA,'s OppenheimerFunds, Inc Experience January 1989 - August 2000
Job Education and Development Specialist
Industry Health, Wellness and Fitness
Experience
Catholic Health Initiatives  August 2011 - Present
MetLife of The Rockies   June 2005 - December 2009
Jackson National Life  August 2000 - April 2005
OppenheimerFunds, Inc   January 1989 - August 2000
OppenheimerFunds  February 1991 - March 1992

Skills
Instructional Design, Blended Learning, Captivate, Learning Management..., Needs Analysis, Training, Training Evaluation, E-Learning, Coaching, Leadership, Organizational..., Workshop Facilitation, Training Delivery, Instructor-led Training, Program Management, Employee Training, Team Building, Management

Education
University of Colorado at Denver   2010 — 2012
MA, eLearning Design

Coe College
BA, Psychology; Elementary Education

University of Colorado Denver
MA, Counseling

Edward Franklin Edward Franklin Greater New York City Area Details
Edward Franklin's OppenheimerFunds, Inc Experience 2000 - 2004
Job President at Applied Elements, LLC and Owner, Applied Elements, LLC
Industry Information Technology and Services
Experience
Applied Elements, LLC   February 2001 - Present
OppenheimerFunds, inc.   2000 - 2004
iClips   December 1999 - July 2001
Nexus Group  1999 - 2000
Bankers Trust  1997 - 1999
E W Franklin Company   January 1991 - January 1997
e-Media  January 1994 - February 1995
Publication Technologies   January 1987 - January 1991

Skills
Web Development, Web Design, Enterprise Content..., Information Architecture, User Experience, Web Content Management, SEO, Product Management, Email Marketing, Executive Management, Online Advertising, Project Management, Social Media Marketing, Business Development, Product Development, Strategy, Brand Development, E-commerce, Strategic Planning, Digital Marketing, Digital Media, Mobile Devices, Analytics, Entrepreneurship, Content Management, User Interface Design, Management, Marketing, CMS, Software Development, Start-ups, Consulting, CRM, Strategic Partnerships, Integrated Marketing, SaaS, Online Marketing, Enterprise Software, Lead Generation, Web Analytics

Education
Harvard University   1980 — 1984
AB, Visual Environmental Studies

Trinity School - NYC   1975 — 1979

Yelena Kalmykov Yelena Kalmykov Greater Denver Area Details
Yelena Kalmykov's OppenheimerFunds, Inc Experience 2005 - 2007
Job Assistant Vice President of Tax Administration at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company  2014 - Present
ALPS, A DST Company  2008 - 2014
ALPS, A DST Company  2007 - 2008
OppenheimerFunds, Inc   2005 - 2007
OppenheimerFunds, Inc   2003 - 2005
OppenheimerFunds, Inc   2000 - 2003
MetLife Financial Services  1999 - 2000

Skills
Finance, Tax, Mutual Funds, Financial Services

Education
University of Colorado Denver   2004 — 2006
Master of Business Administration (M.B.A.), MS in Finance

University of Colorado Denver   1995 — 1999
Bachelor’s Degree, Majors in International Business and Marketing and a minor in Economics

Abbey Garrett Abbey Garrett Birmingham, Alabama Details
Abbey Garrett's OppenheimerFunds, Inc Experience December 2010 - March 2015
Job AVP, Capital Planning
Industry Banking
Experience
Regions Bank  April 2015 - Present
OppenheimerFunds, Inc.   December 2010 - March 2015
The Tavern Hospitality Group  March 2008 - May 2012
OppenheimerFunds, Inc.   October 2008 - December 2010

Skills
Internal Audit, Auditing, Analysis, Risk Management, Internal Controls, Financial Analysis, Financial Services, Mutual Funds, Customer Service, Business Process..., Leadership, Project Management, Policy, Risk Assessment, Management, Governance, Collaboration, Collaborative Problem..., Finance, Process Improvement, Investments

Education
Auburn University   2001 — 2004
B.A., Political Science & Business Administration

Chattahoochee High School   1998 — 2001
Diploma, College Preparatory

Chris Werner, CIMA Chris Werner, CIMA Greater Denver Area Details
Chris Werner, CIMA's OppenheimerFunds, Inc Experience 2010 - Present
Job College Savings Consultant
Industry Financial Services
Experience
OppenheimerFunds, Inc.   2010 - Present
OFI Private Investments (OppenheimerFunds)   2009 - 2009
OFI Private Investments (OppenheimerFunds)   2008 - 2008
OFI Private Investments (OppenheimerFunds)   2004 - 2007
Rydex Investments  2000 - 2004

Skills
Alternative Investments, Mutual Funds, Investments, Series 7, Series 63, Hedge Funds, Asset Allocation, Finance, Wealth Management, Separately Managed...

Education
Creighton University's Heider College of Business   2012 — 2014
Master's Degree, Security Analysis and Portfolio Management

University of Denver   1987 — 1990
Master of International Management, International Business

Colorado State University   1982 — 1986
Bachelor of Science in Business Administration, Production and Operations Management

Mick Sanders Mick Sanders Greater Denver Area Details
Mick Sanders's OppenheimerFunds, Inc Experience June 1996 - June 1999
Job Director of Product Management at Sentric, Inc.
Industry Information Technology and Services
Experience
Sentric, Inc.   May 2015 - Present
Towers Watson  March 2014 - March 2015
Towers Watson  May 2012 - March 2014
Towers Watson  September 2011 - May 2012
Epicor Software Corp  December 2010 - September 2011
SPECTRUM Human Resource Systems Corporation  September 2009 - December 2010
SPECTRUM Human Resource Systems Corporation  January 2008 - September 2009
5280 Solutions  July 2006 - December 2007
TechSol LLC   March 1998 - June 2006
Oppenheimerfunds Inc.  June 1996 - June 1999

Education
University of Denver
Masters of Professional Studies, Leadership and Organizations

Muhlenberg College
B.A., Economics with a concentration in Finance

David Marr David Marr San Francisco Bay Area Details
David Marr's OppenheimerFunds, Inc Experience June 2004 - July 2006
Job Associate Director, Global Oncology Strategy at Genentech/Roche
Industry Biotechnology
Experience
Genentech/Roche  January 2015 - Present
Genentech/Roche  April 2014 - January 2015
Genentech/Roche  October 2011 - April 2014
Independent  July 2011 - April 2012
Silicon Valley Bank  January 2009 - June 2011
BR Ventures   March 2007 - April 2008
Genentech  May 2007 - August 2007
OppenheimerFunds, Inc.   June 2004 - July 2006
University of Colorado Health Science Center  April 1998 - June 2004

Skills
Biotechnology, Strategy, Venture Capital, Start-ups, Business Development, Business Strategy, Lifesciences, Analytics, Product Development, Valuation, Mergers, Medical Devices, Cross-functional Team...

Education
Cornell University - S.C. Johnson Graduate School of Management
MBA

Colorado State University
B.S.

Sanya Maerschalk Sanya Maerschalk Greater Denver Area Details
Sanya Maerschalk's OppenheimerFunds, Inc Experience August 2000 - January 2009
Job Strategic Delivery Director Global Customer Care at Western Union
Industry Telecommunications
Experience
Western Union  March 2013 - Present
ESM, Aquired by ACS, a Xerox Co.   August 2009 - January 2013
ESM, A Xerox Company  August 2009 - January 2013
OppenheimerFunds  August 2000 - January 2009
OPPENHEIMERFUNDS, INC   August 2000 - January 2009
APAC Customer Services  November 1999 - August 2000
APAC Customer Services  December 1994 - August 2000
APAC Customer Services  May 1999 - November 1999
APAC Customer Services  December 1994 - October 1997
MCI CONSUMER MARKETS  January 1992 - November 1994

Skills
Call Center, Process Improvement, Workforce Management, Mergers, Customer Service, Business Development, Business Analysis, Management, Coaching, Quality Assurance, Analysis, Team Leadership, Forecasting, CRM, Product Management, Program Management, Six Sigma, New Business Development, Strategy, Project Management, Sales, Team Building, Databases, Project Planning, Call Centers, Executive Management, Integration, Training, Change Management, Mergers & Acquisitions, Operations Management, Leadership, Vendor Management, Budgets, Analytics, Strategic Planning, Cross-functional Team..., Customer Satisfaction, Outsourcing, Business Process..., Start-ups, Performance Management

Education
University of Iowa   1986 — 1990
BA, History and Business

University of Iowa   1986 — 1990
BA, History and Business

Jacqueline Adler Jacqueline Adler New York, New York Details
Jacqueline Adler's OppenheimerFunds, Inc Experience June 2001 - June 2002
Job Assistant Vice President at Marsh
Industry Insurance
Experience
Marsh & McLennan Companies, Inc.   April 2014 - Present
401k403b Advisors   April 2012 - August 2013
JDA Consulting   February 2009 - December 2012
ADP  January 2011 - April 2012
IMH Real Estate Financiers   January 2006 - February 2009
UBS Financial Services  October 2004 - January 2006
Massachusetts Mutual Financial Group   July 2002 - September 2004
OppenheimerFunds, Inc   June 2001 - June 2002

Skills
Series 7, Retirement, 401k, Mutual Funds, Investments, Retirement Planning, Series 63, Loans, Financial Advisory, Defined Contribution, Asset Management, Wealth Management, Asset Managment, Asset Allocation, Investment Advisory, Small Business, Financial Planners, Employee Benefits, Alternative Investments, Business Planning, Finance, Financial Services, Sales, Defined Benefit, Insurance, Financial Planning

Education
University of Arizona, Eller College of Management   1997 — 2001
BS, Marketing

FINRA Series 7 & 63, P&C, Life & Health Licensed

National Academy of Sports Medicine
Certified Personal Trainer

Bobby Mothershed Bobby Mothershed Greater Denver Area Details
Bobby Mothershed's OppenheimerFunds, Inc Experience December 2005 - April 2015
Job Internal Sales ConsultantEmerging Markets
Industry Financial Services
Experience
Transamerica Retirement Solutions  April 2015 - Present
OppenheimerFunds Inc  December 2005 - April 2015
AIM/ Invesco Funds   August 2003 - October 2005

Skills
Call Centers, Process Improvement, Mutual Funds, Leadership, Microsoft Excel, Retirement Planning, Securities, Series 63, Finance, Retirement, Series 7, Customer Service

Education
University of Northern Colorado   1996 — 2001
BA Communications, Business

James Phillips James Phillips Greater New York City Area Details
James Phillips's OppenheimerFunds, Inc Experience 2009 - 2013
Job Director, Human Resources
Industry Human Resources
Experience
BRP Consulting   2014 - Present
Prudential Financial, Inc.   2013 - 2014
OppenheimerFunds, Inc.   2009 - 2013
OppenheimerFunds, Inc.   1998 - 2009
OppenheimerFunds, Inc.   1993 - 1998

Skills
Employee Engagement, Organizational..., Performance Management, Talent Management, Employee Relations, Personnel Management, Strategy, Change Management, Recruiting, Succession Planning, Workforce Planning, Employee Benefits, Training, Onboarding, HR Consulting, HRIS, Leadership Development, Human Resources, Management, Leadership, Internal Communications, Executive Management, Talent Acquisition, Temporary Placement, Organizational Design, Business Strategy, Employer Branding, Hiring, Labor Relations, Organizational..., Executive Coaching, Career Development, Vendor Management, Relationship Management, Culture Change, Interviews, Benefits Administration, Coaching, Employee Training, Mergers & Acquisitions, Consulting, 401k

Education
Cornell University ILR School
HR Certification, Strategic Human Resource Management

Northwestern University - Kellogg School of Management
Executive Education, Accelerating Sales Force Performance

Richard Stockton College of New Jersey
Bachelor of Science (BS), Marketing Management

Bonnie Sherman Bonnie Sherman Greater New York City Area Details
Bonnie Sherman's OppenheimerFunds, Inc Experience July 1996 - March 2006
Job Financial Analysis,Investments, Healthcare
Industry Research
Experience
Morgan Stanley  February 2014 - October 2014
Goldman Sachs  September 2008 - November 2008
OPPENHEIMERFUNDS, INC   July 1996 - March 2006
Morgan Stanley  September 1988 - June 1996

Education
University of Pennsylvania - The Wharton School
MBA

Tufts University
B.S.

Lucy Zachman Lucy Zachman Greater New York City Area Details
Lucy Zachman's OppenheimerFunds, Inc Experience March 1999 - May 2010
Job Digital marketing & strategy
Industry Financial Services
Experience
Synchrony Financial (formerly GE Capital Retail Finance)   June 2013 - Present
TIAA-CREF  February 2013 - June 2013
QBE Insurance  October 2010 - March 2012
OppenheimerFunds, Inc   March 1999 - May 2010
Admaster Communications  January 1998 - February 1999
Wechsler & Partners   July 1996 - January 1998
Guardian Life Insurance Company  May 1991 - July 1996
Grey Direct Advertising   January 1990 - May 1991

Skills
Strategic Leadership, Integrated Marketing, Digital Strategy, Copywriting, Advertising, Team Building, Business Strategy, E-commerce, Internet, Team Leadership, Strategic Planning, Problem Solving, Usability, User Experience, Vendor Management, Writing, Web 2.0, Editing, Marketing Communications, Corporate Communications, Online Marketing, Leadership, Digital Marketing, Content Management, Thought Leadership, Marketing Strategy, Strategic Communications, Content Strategy, Marketing, Program Management, Business Development, B2B, Management

Education
The University of Kansas
BS Political Science, BA Journalism

Shari Harley Shari Harley Greater Denver Area Details
Shari Harley's OppenheimerFunds, Inc Experience April 2000 - October 2003
Job Keynote Speaker & Trainer at Candid Culture Business Communication Training @candidculture.com
Industry Professional Training & Coaching
Experience
Candid Culture: Business Communication Training   May 2007 - Present
The University of Denver  2008 - 2009
Alta Colleges  October 2003 - May 2007
OppenheimerFunds, Inc.   April 2000 - October 2003
American Century Investments  July 1997 - April 2000
Dale Carnegie Training  September 1995 - July 1997

Skills
Public Speaking, Executive Coaching, Leadership Development, Organizational..., Organizational Change, Career Development, Coaching, Team Building, Management Consulting, Performance Management, Customer Relations, Talent Management, Succession Planning, Employee Engagement, Career Management, Change Leadership, Staff Development, Creative Problem Solving, Talent Acquisition, Employee Relations, Change Management, Interviews, Workshop Facilitation, Policy, Human Resources, Customer Service, Consulting, Leadership, Resume Writing, Program Management, Conflict Resolution, Training, Time Management, Marketing, Career Counseling, Employee Training, Strategy, Management, Entrepreneurship, Organizational..., Recruiting, Onboarding, Hiring, Training Delivery, Personnel Management, Organizational Design, Job Coaching, Personal Development

Education
University of Denver   1998 — 2000
MA, Communication -- Training and Organizational Development

Washington University in St. Louis   1990 — 1993
BA, Psychology

Lehigh University   1989 — 1990
Psychology

Cherry Hill HS West

Amy Sperber, APR Amy Sperber, APR Greater Denver Area Details
Amy Sperber, APR's OppenheimerFunds, Inc Experience February 2011 - January 2013
Job Director, Employee Communications
Industry Financial Services
Experience
Charles Schwab  March 2015 - Present
OppenheimerFunds  February 2013 - February 2015
OppenheimerFunds, Inc.   February 2011 - January 2013
OppenheimerFunds  November 2009 - February 2011
Allstate Insurance Company  March 2004 - October 2009
Allstate  2004 - 2008
PRSA Colorado Chapter   2005 - 2007
Lawscomm   2001 - 2004
High Speed Access Corp.  July 1999 - May 2001
American Heart Association  1995 - 1998

Skills
Internal Communications, Executive Communications, Corporate Communications, Public Relations, Communication Training, Crisis Communications, Media Relations, Leadership, Program Management, Human Resources, Strategic Communications, Reputation Management, Message Development, Strategy, Press Releases, Speech Writing, Marketing Communications, Social Media

Education
Colorado State University   1991 — 1995
Bachelor of Arts, Journalism

Hinkley High School   1987 — 1991

Howard Crockett III, CMFC, CLTC Howard Crockett III, CMFC, CLTC Greater Nashville Area Details
Howard Crockett III, CMFC, CLTC's OppenheimerFunds, Inc Experience 2002 - 2008
Job Regional VP Sales at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  2013 - Present
Genworth Financial  2013 - October 2013
Jackson National Life  2011 - 2013
Dreyfus  2008 - 2011
OppenheimerFunds Inc  2002 - 2008
OppenheimerFunds  2003 - 2007
Morgan Stanley  2000 - 2002
JP Morgan Chase  1999 - 2000
The Chase Manhattan Bank  1996 - 1999

Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning

Education
State University of New York - System   1992 — 1997
Chemistry / Education

Amityville

KEN ROGGE KEN ROGGE Greater Denver Area Details
KEN ROGGE's OppenheimerFunds, Inc Experience October 1995 - April 1999
Job Owner/Senior Solutions Developer, White Mountain Technology & Consulting, LLC
Industry Information Technology and Services
Experience
WHITE MOUNTAIN TECHNOLOGY & CONSULTING, LLC   September 2001 - Present
HealthStar Communications / 1800Doctors / CallConnect, Inc.   January 1999 - September 2001
Oppenheimerfunds, Inc   October 1995 - April 1999
Principal Financial Group, Inc   January 1988 - October 1995

Skills
Enterprise Architecture, Application Architecture, Technical Architecture, Program Management, Change Management, Quality Management, Database Design, Application Design, System Testing, Security Management, Software Design, Software Engineering, Sales Support, Marketing Support, Distribution Management, Software Project..., Software Development, Web Design, New Business Development, Global Business..., Oracle

Education
Northwestern College
B.A, Public Management / Finance

Dan Breau Dan Breau Greater New York City Area Details
Dan Breau's OppenheimerFunds, Inc Experience 2012 - Present
Job Senior Financial Editor
Industry Financial Services
Experience
OPPENHEIMERFUNDS, INC   2012 - Present
Market Strategy & Communications   June 2008 - May 2012
Pershing  2010 - 2011
Market Strategy & Communications   2008 - 2010
Market Strategy & Communications   2008 - 2010
Merrill Lynch  February 2008 - June 2008
TIAA-CREF  July 2007 - February 2008
Merrill Lynch  March 2003 - May 2006
UBS  July 2004 - March 2006
The Horah Group   1992 - 2003

Skills
Newsletters, Web Content, Advertising, Marketing Strategy, Brochures, Strategy, Marketing Communications, Direct Mail, Editing, Marketing, Direct Marketing, Management, Training, Corporate Communications, Content Development, Copy Editing, Social Networking, Strategic Communications, Creative Direction, Content Strategy, Financial Services, Internal Communications, Press Releases, Publishing, Alternative Investments, Integrated Marketing, Mutual Funds, Copywriting

Education
Monmouth University
B.A., Psychology

University of Illinois at Urbana-Champaign
M.A., English

Salvatore Maia Salvatore Maia Greater New York City Area Details
Salvatore Maia's OppenheimerFunds, Inc Experience June 2009 - Present
Job AVP, Client Relationship Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  January 2015 - Present
OppenheimerFunds, Inc   June 2009 - Present
OppenheimerFunds  June 2009 - December 2014
OppenheimerFunds  December 2007 - June 2009
First Data Corporation  March 2006 - December 2007
First Data Corp  June 2003 - March 2006

Skills
Mutual Funds, Investments, Series 7, Asset Management, Equities, Business Analysis, Fixed Income, Retirement Planning, Series 63, Financial Services, Portfolio Management, Retirement, Wealth Management, Asset Allocation

Education
The University of Connecticut   1999 — 2003
Bachelor of Science, Business Administration; Finance

Adam Carpio Adam Carpio Denver, Colorado Details
Adam Carpio's OppenheimerFunds, Inc Experience January 1994 - January 2005
Job Great West Financial
Industry Banking
Experience
Wells Fargo Bank  December 2010 - Present
Wells Fargo Bank  January 2010 - January 2012
Gap Inc  January 2009 - January 2012
Lincoln Trust   December 2010 - October 2011
Fiserv ISS  June 2007 - August 2009
Fiserv ISS  January 2007 - January 2009
Equinox Fund Management, LLC  March 2005 - June 2007
Equinox Fund Management   January 2005 - January 2007
OppenheimerFunds  February 1994 - March 2005
OppenheimerFunds, Inc   January 1994 - January 2005

Skills
Teller, Banker, Investments, Banking, Series 63, Risk Management, Credit, Financial Analysis, Strategic Financial..., Customer Service, Management, Microsoft Office, Mutual Funds, Finance, Process Improvement, 401k, Accounting, Accounts Payable, Alternative Investments, Analysis, Asset Allocation, Asset Management, Budgets, Commercial Banking, Credit Analysis, Due Diligence, Deposits, Business Analysis, Employee Benefits, Financial Modeling, Financial Services, Funding, Insurance, Human Resources, Leadership, Loan Origination, Loans, Microsoft Excel, Mortgage Lending, Negotiation, Payroll, Portfolio Management, Real Estate

Education
Red Rocks Community College   1996 — 1998
Associates, Finance, with emphasis in Hospitality, Travel & Tourism

Red Rocks Community College
Associates, Finance

Metropolitan State University of Denver   1995 — 1997
1997, Secondary Education

Metropolitan State College

Dan Olsavsky Dan Olsavsky Greater Denver Area Details
Dan Olsavsky's OppenheimerFunds, Inc Experience January 2011 - November 2012
Job
Industry Internet
Experience
Antfarm Collaborative, LLC   December 2013 - Present
Welltok, Inc.   November 2012 - November 2013
OppenheimerFunds, Inc   January 2011 - November 2012
HealthGrades, Inc  February 2010 - January 2011
Crocs, Inc  June 2009 - February 2010
Page 1 Solutions, LLC   July 2005 - July 2009
Platt College  August 2006 - April 2007
Anark Studios   June 2004 - December 2004
Art Institute of Pittsburgh  January 2000 - January 2001
CommerSel Studios   January 2000 - March 2000

Skills
User Experience, CSS, Information Architecture, User Interface Design, SEO, Web Design, Web Development, User Interface, Web Applications, jQuery, WordPress, User Experience Design, Web Analytics, Front-end, Usability, Adobe Creative Suite, JavaScript, Interaction Design, HTML, Ruby on Rails, Online Marketing, Mobile Devices, Agile Methodologies, Wireframes, Digital Style Guides, CMS, Git, Usability Testing, User-centered Design, Video Production, Wireframing, Scrum, InVision, Balsamiq, A/B Testing, MySQL, MongoDB, Github, JIRA, Rapid Prototyping

Education
Art Institute of Pittsburgh   2002 — 2004
Bachelor of Science (BS), Multimedia Arts

Art Institute of Pittsburgh   1999 — 2002
Associate of Arts (AA), Computer Animation

Sylvianna Kaplan Sylvianna Kaplan Greater Denver Area Details
Sylvianna Kaplan's OppenheimerFunds, Inc Experience January 1996 - January 2009
Job Customer Service
Industry Food & Beverages
Experience
Ardent Mills  April 2015 - Present
Shamrock Foods  April 2011 - March 2015
vNacelle, LLC   April 2009 - March 2011
OppenheimerFunds  January 1992 - February 2009
OppenheimerFunds Inc  January 1996 - January 2009
OppenheimerFunds  January 2002 - January 2005
OppenheimerFunds  January 2000 - January 2002
Phoenix Team   January 1998 - January 2000
OppenheimerFunds  January 1996 - January 1998

Skills
Call Center, CRM, Process Improvement, SharePoint, Customer Service, Training, Leadership, Troubleshooting, Program Management, Team Leadership, Budgets, Call Centers, Coaching, Management, Business Analysis

Education
Mesa State College   1981 — 1983
General Studies

John McLoughlin John McLoughlin Greater New York City Area Details
John McLoughlin's OppenheimerFunds, Inc Experience July 2008 - January 2013
Job Regional Vice President External Wholesaler at SmartTrust®
Industry Financial Services
Experience
SmartTrust®  January 2013 - Present
OppenheimerFunds Inc  July 2008 - January 2013
J.W. Seligman   2007 - 2008
Seligman Advisors Inc, c/o J&W Seligman & Co.   2007 - 2008
UBS  2006 - 2007
Merrill Lynch  2004 - 2006
Merrill Lynch  2004 - 2006

Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, Alternative Investments, Asset Allocation, 401k

Education
Monmouth University   1998 — 2001
B.S., Business/Finance

Barb (Pond) Miller Barb (Pond) Miller Greater Denver Area Details
Barb (Pond) Miller's OppenheimerFunds, Inc Experience September 1991 - Present
Job Database Administrator at OppenheimerFunds, Inc
Industry Financial Services
Experience
OppenheimerFunds, Inc   September 1991 - Present
OppenheimerFunds, Inc   September 1991 - January 2003

Education
University of Denver   1999 — 2002
Database Administration Certification

Mike Banta Mike Banta Greater Denver Area Details
Mike Banta's OppenheimerFunds, Inc Experience 1999 - Present
Job Asst Vice President, OFS Development at OppenheimerFunds, Inc
Industry Information Technology and Services
Experience
OppenheimerFunds, Inc   1999 - Present
OPPENHEIMER FUNDS, Denver   1984 - Present
Texas Christian University  1982 - 1984

Skills
Business Analysis, Mutual Funds, Agile Methodologies, Vendor Management, Requirements Gathering, Financial Services, Process Improvement, SDLC, Enterprise Architecture, Program Management, Visio, IT Strategy, Management, Data Modeling, Securities, SharePoint, Leadership, Software Project..., Disaster Recovery, Asset Managment, Requirements Analysis, Relationship Management, SQL, Business Intelligence, Asset Management

Education
Texas Christian University   1974 — 1978

Beth Kasden Beth Kasden Greater New York City Area Details
Beth Kasden's OppenheimerFunds, Inc Experience November 2004 - July 2006
Job Director of Business Development at Akin Gump Strauss Hauer & Feld LLP
Industry Legal Services
Experience
Akin Gump Strauss Hauer & Feld LLP  August 2012 - Present
Akin Gump Strauss Hauer & Feld LLP  October 2010 - August 2012
SNR Denton (formerly Sonnenschein Nath & Rosenthal LLP)   August 2008 - October 2010
SNR Denton (formerly Sonnenschein Nath & Rosenthal LLP)   July 2006 - August 2008
OppenheimerFunds, Inc.   November 2004 - July 2006

Skills
Business Development, Mergers & Acquisitions, Marketing, Leadership, Corporate Finance, Corporate Law, Budgets, Proposal Writing, Investments, Financial Services, Legal Marketing, Intellectual Property

Education
Barnard College   2002 — 2004

University of Michigan   2000 — 2002

Stace Karavitis Stace Karavitis Greater New York City Area Details
Stace Karavitis's OppenheimerFunds, Inc Experience December 1999 - August 2003
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group  December 2007 - Present
INTEGRITY LIFE INSURANCE CO   December 2006 - December 2007
MORGAN STANLEY DEAN WITTER  December 2003 - July 2006
OPPENHEIMERFUNDS INC  December 1999 - August 2003
FIRST UNION BROKERAGE SERVICES  February 1999 - November 1999
NEW YORK LIFE INSURANCE AND ANNUITY CORP   January 1998 - January 1999
AMERICAN SKANDIA LIFE ASSURANCE   January 1997 - January 1998
Moody's Investors Service  January 1993 - January 1996

Skills
Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Series 7, Relationship Management, Presentations, 401k, Variable Annuities, Indexed Annuities, Investments, Public Speaking, Sales Presentations, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Series 24

Education
The University of Connecticut School of Business   1997 — 2002
MBA, Finance

University of Connecticut   1988 — 1992
B.S. in B.A., Finance

Cherill Abeyta Cherill Abeyta Greater Denver Area Details
Cherill Abeyta's OppenheimerFunds, Inc Experience February 2008 - Present
Job Sr Security Engineer at Oppenheimerfunds Inc
Industry Financial Services
Experience
Oppenheimerfunds Inc  February 2008 - Present
Oppenheimerfunds, Inc   June 1994 - 2008
Rocky Mountain Law Enforcement Credit Union   October 1992 - May 1994
Credit Union of Denver  August 1990 - December 1992

Skills
Disaster Recovery, Business Continuity, Vendor Management, SDLC, Data Center, IT Management, SharePoint, IT Service Management, Business Analysis, Visio, Security, Enterprise Architecture, ITIL, Integration, IT Strategy, Requirements Gathering, Active Directory, Cloud Computing, Process Improvement, Unix, Information Technology

Education
University of Denver   1998 — 2000
Database Administration, Database Administration

Metropolitan State College of Denver   1991 — 1993
rdmac

Colorado Mesa University   1991 — 1992
Business

Eastern Oregon University   1989 — 1991
Business

LaGrande College of Business   1988 — 1989
Business Administration

Alameda High School   1985 — 1988

Dan Webster Dan Webster Greater Philadelphia Area Details
Dan Webster's OppenheimerFunds, Inc Experience 1999 - 2007
Job VP, Distributed Systems Automation at CitiGroup
Industry Information Technology and Services
Experience
CitiGroup  August 2007 - Present
OppenheimerFunds, Inc.   1999 - 2007
Goldman Sachs  July 1986 - February 1999
The Employment Channel   1990 - 1995

Skills
Java, Unix, Sybase, Perl, Apache, Autosys, C#, Tomcat, Ksh

Education
Gloucester County College   2010 — 2011
HIT Certification, Health Information Technology

American InterContinental University   2005 — 2007
Bachelors, Information Technology

Purchase College, SUNY   1981 — 1984
Computer Science

Thomas Jefferson High School   1977 — 1981

Brian Liquori Brian Liquori Greater New York City Area Details
Brian Liquori's OppenheimerFunds, Inc Experience January 2012 - January 2015
Job Local 40 Union Ironworkers
Industry Construction
Experience
Ironworkers local 40   September 2015 - Present
OppenheimerFunds, Inc.   January 2012 - January 2015
OppenheimerFunds  September 2008 - January 2012
Hype Event Marketing   January 2004 - December 2007

Skills
Mutual Funds, Alternative Investments, Analytics, Asset Allocation, Asset Management, Bloomberg, CRM, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Securities, Wealth Management, Microsoft Office, Relationship Management, Leadership, Portfolio Management, Finance, Marketing, Series 63, Series 7

Education
Iona College   2004 — 2008
BBA, Management

Enrique Smith Enrique Smith Greater New York City Area Details
Enrique Smith's OppenheimerFunds, Inc Experience September 2001 - April 2009
Job
Industry Information Technology and Services
Experience
BlackRock  August 2014 - Present
CIFC  April 2011 - July 2014
Rividium Inc  April 2009 - April 2011
OppenheimerFunds, Inc.   September 2001 - April 2009
Goldman Sachs & Co.   1999 - 2001
Toronto Dominion  1996 - 1999

Skills
Capital Markets, Hedge Funds, Program Management, Trading Systems, Financial Analysis, Equities, Asset Managment, Risk Management, Start-ups, Fixed Income, Business Strategy, Asset Management, Relationship Management, Awesomeness, Valuation, Analytics, Change Management, Leadership, Business Analysis, Management

Education
Columbia University in the City of New York

Phillips Exeter Academy

Darren Walsh Darren Walsh Greater Denver Area Details
Darren Walsh's OppenheimerFunds, Inc Experience October 2007 - Present
Job President at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds Services, Inc.   October 2007 - Present
OppenheimerFunds, Inc   October 2007 - Present
Comverse  December 2005 - September 2006
CSG Systems  March 2002 - December 2005
Lucent Technologies  March 1999 - February 2002
Kenan Systems  May 1983 - February 1999

Skills
Start-ups, SaaS, Product Management, Business Development, Strategy, Strategic Planning, Management, Consulting, Cross-functional Team..., Business Strategy, Integration, Professional Services, Customer Service, Outsourcing, Leadership, Business Analysis, Telecommunications, Sales, Business Transformation, Marketing Strategy

Education
Massachusetts Institute of Technology - Sloan School of Management   1982 — 1984
SM, Finance, MIS

College of the Holy Cross   1978 — 1982
BA, Economics, Accounting

Cumberland High School

Peter Zudeck Peter Zudeck Greater New York City Area Details
Peter Zudeck's OppenheimerFunds, Inc Experience May 2006 - Present
Job Experienced Finance Professional
Industry Financial Services
Experience
OppenheimerFunds, Inc.   May 2006 - Present

Education
Columbia Business School
MBA

University of Massachusetts
BA

Ross Bielak Ross Bielak Greater Denver Area Details
Ross Bielak's OppenheimerFunds, Inc Experience January 2011 - Present
Job Assistant Vice President at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds, Inc.   January 2011 - Present
Sapient Corporation  1998 - January 2011
Law Offices of Suzan A. Messina; Plunkett Law Firm   2001 - 2004
Sikorsky Aircraft  1997 - 1997

Skills
Financial Services, Business Strategy, IT Strategy, Management Consulting, Business Analysis, Strategic Planning, Program Management, Change Management, Analytics, Project Management, Business Intelligence, Business Transformation, CRM, Consulting, Cross-functional Team..., Financial Analysis, Leadership, Management, Process Improvement, Requirements Analysis, Product Management, SDLC, Software Project..., Strategy, Vendor Management

Education
Yale University - Yale School of Management   1996 — 1998
MBA, Finance and Strategy

Boston University School of Law   2001 — 2003
LLM, Law

Suffolk University Law School   1998 — 2001
JD, Law

University of Connecticut   1989 — 1994
B.S., Finance

Scott Bornstein Scott Bornstein Greater Boston Area Details
Scott Bornstein's OppenheimerFunds, Inc Experience July 2007 - June 2009
Job Vice President Applications and Systems Analysis at Jennison Associates LLC
Industry Investment Management
Experience
Jennison Associates LLC  May 2014 - Present
Wellington Management  November 2009 - May 2014
OppenheimerFunds, Inc   July 2007 - June 2009
Fidelity Investments Family Office Services   December 2005 - July 2007
Charles River Development  February 2002 - November 2005
Fidelity Investments  July 1993 - December 2001
Boston Stock Exchange  September 1991 - June 1993

Skills
Calypso, Derivatives, Order Management, Trading Systems, Swaps, Fixed Income, Fixed Income Products, Equities, Equity Trading, FX, FX Options, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, CDS, Swaptions, Bloomberg, Trade Execution, Options, Interest Rate Swaps, Trading, Total Return Swaps, Inflation Swaps, FX Swaps, Hedge Funds, Charles River IMS, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Capital Markets, FX trading, Bonds, Electronic Trading, Market Data, Financial Services, Investment Management, Financial Markets, Securities, Middle Office, Asset Management, Back Office, Financial Risk, Commodity, Investment Strategies, Investments

Education
Skidmore College   1987 — 1991
BA

Harvard University
Certificate

Andres G. Cook Andres G. Cook Orange County, California Area Details
Andres G. Cook's OppenheimerFunds, Inc Experience February 2005 - January 2009
Job ITSM/ITIL Aficionado ServiceNow is hiring! See our openings at www.servicenow.com
Industry Information Technology and Services
Experience
ServiceNow - The Enterprise Cloud Company  March 2014 - Present
TeleTech  July 2010 - September 2013
ESM  September 2009 - July 2010
OppenheimerFunds, Inc   February 2005 - January 2009
AIM Investments  January 2001 - January 2005
Independant Consultant  January 1998 - January 2002

Skills
IT Service Management, ITIL Expert, Latin America, Remote Team Management, Leadership, Mentoring, Team Building, Solution Architecture, Process Improvement, Strategic Planning, Automation, Client Relationship..., Vendor Management, Highly Adaptable, Results Focused, CRM, ITIL, Virtual Teams, Management, Business Intelligence, Adaptation, Change Management, SDLC, Team Leadership, Service Delivery, Project Management, IT Operations, Result Oriented, Integration, Software Development, Troubleshooting, IT Management, Business Process, Testing, Outsourcing, IT Strategy, Information Technology, Business Analysis, Disaster Recovery, SharePoint, Data Center, Service Desk, Infrastructure, Enterprise Architecture, PMP, Requirements Analysis, Cloud Computing, PMO, Project Portfolio..., Software Documentation

Education
University of Houston, C.T. Bauer College of Business   1997 — 2000
BBA, Management Information Systems (MIS)

Exentia - ITIL® Expert   2011 — 2011
ITIL Expert, OSA, RCV, PPO, SOA, MALC

Dipti Kachru Dipti Kachru Greater New York City Area Details
Dipti Kachru's OppenheimerFunds, Inc Experience September 2004 - February 2007
Job
Industry Marketing and Advertising
Experience
JPMorgan Chase & Co.   February 2015 - Present
JPMorgan Chase  October 2013 - Present
JPMorgan Asset Management  July 2011 - October 2013
OppenheimerFunds  June 2008 - July 2011
OppenheimerFunds  March 2007 - May 2008
OppenheimerFunds Inc.  September 2004 - February 2007
Managed Solutions  August 2003 - August 2004
Candid Marketing Services   May 1999 - May 2003

Skills
Integrated Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Business Development, SEO, Direct Marketing, CRM, Web Marketing, Project Management, Marketing Communications, Strategy, Advertising, Brand Development, Digital Marketing, Financial Services, Marketing, Marketing Management, SEM

Education
Columbia University in the City of New York   2006 — 2008
MS

Lady Shriram College   1996 — 1999
1999

AFGJI   1992 — 1996

Tom Sloan Tom Sloan Greater Boston Area Details
Tom Sloan's OppenheimerFunds, Inc Experience 1997 - 1998
Job Experienced Digital leader with proven record for delivering best in class solutions for retailers
Industry Information Technology and Services
Experience
BJ's Wholesale Club  May 2015 - Present
CVS Caremark Corporation  May 2013 - May 2015
BJ's Wholesale Club  December 2011 - April 2013
CVS Caremark  June 2006 - December 2011
Staples, Inc.   August 1999 - June 2006
Qwest, Inc.   1998 - 1999
OppenheimerFunds, Inc   1997 - 1998
PBS/Ciber   1994 - 1995

Skills
E-commerce, Team Building, Retail Systems, IT Strategy, Outsourcing, ATG Commerce, IBM Websphere Commerce, IT Leadership, Retail, High Performance Teams, Management, Integration, Leadership, Business Analysis, Analytics, Process Improvement, Vendor Management, Enterprise Architecture, Software Project..., Cross-functional Team..., SDLC, Requirements Analysis, Strategy, IT Management, Business Process..., CRM, Business Intelligence, Business Process, PMO, Project Management, Visio, Team Leadership, Project Portfolio..., Product Management, Requirements Gathering, PMP, Analysis, ITIL, Software Documentation, SaaS, Disaster Recovery, Change Management, Data Warehousing, ERP

Education
Boston College
BA, Finance

Dani Schwell Dani Schwell Teaneck, New Jersey Details
Dani Schwell's OppenheimerFunds, Inc Experience August 1999 - May 2005
Job Graphic Designer at Neuberger Berman
Industry Graphic Design
Experience
Neuberger Berman  February 2010 - Present
Hans Kung Associates   November 2008 - April 2009
Jack Morton Worldwide  2009 - 2009
Starfish Brand Experience Design  August 2007 - December 2007
JPMorgan Chase  March 2007 - July 2007
Eric Cohen Books   September 2005 - July 2006
Negev Direct Marketing   2005 - 2006
OppenheimerFunds, Inc.   August 1999 - May 2005

Skills
Graphic Design, Photoshop, Direct Mail, InDesign, Illustrator, Art Direction, Adobe Acrobat, Email Marketing, Adobe Creative Suite, Advertising, Layout, Dreamweaver, Graphics

Education
Fashion Institute of Technology   1997 — 2000
Bachelor of Fine Arts Degree, Graphic Design

Fashion Institute of Technology   1997 — 2000
Associate in Applied Science Degree, Advertising Design

Nassau Community College   1995 — 1997
Associate in Applied Science Degree, Commercial Arts

Doug Huffman Doug Huffman Greater Denver Area Details
Doug Huffman's OppenheimerFunds, Inc Experience 2008 - Present
Job Assistant Vice President Software Delivery
Industry Computer Software
Experience
Oppenheimerfunds, Inc   2008 - Present
Oppenheimer Funds  June 2006 - Present
Jeppesen  2005 - 2007
Jeppesen  2005 - 2007
INVESCO Funds Group  1997 - 2004
INVESCO  1997 - 2004

Skills
Requirements Analysis, Vendor Management, SDLC, Software Development, Process Improvement, Agile Methodologies, Business Analysis, Quality Assurance, Agile Project Management, Mutual Funds, PMP, Leadership, Software Project..., SharePoint, Business Intelligence, Series 7, Relationship Management, Requirements Gathering, Risk Management, Visio

Education
University of Colorado at Boulder   1984 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering

Rebekah Forlenza Rebekah Forlenza Greater New York City Area Details
Rebekah Forlenza's OppenheimerFunds, Inc Experience 1997 - 2004
Job Wiley
Industry Facilities Services
Experience
John Wiley and Sons  August 2009 - Present
Rebekah C. Forlenza Interior Design   May 2006 - June 2010
Macro Consultants   March 2007 - January 2009
John Wiley & Sons, Inc.   January 2004 - April 2006
OppenheimerFunds, Inc   1997 - 2004

Skills
AutoCAD, Excel, Word, Outlook, Project Management, Space Planning, Furnishings, Managing Project Budgets, Space-planning, Microsoft Word, SharePoint, Project Planning, Microsoft Excel, Staff Management, Microsoft Office, Adobe Acrobat, Interior Design, Management

Education
Syracuse University   1993 — 1997
BFA, Interior Design, Minor in Architecture

Clark University   1992 — 1993

Jerry Mandzij Jerry Mandzij Greater New York City Area Details
Jerry Mandzij's OppenheimerFunds, Inc Experience January 2009 - July 2010
Job Director, US Wealth Advisory MultiAsset Strategies Marketing
Industry Financial Services
Experience
BlackRock  August 2010 - Present
OppenheimerFunds, Inc.   January 2009 - July 2010
OppenheimerFunds, Inc.   September 2000 - December 2008

Skills
Mutual Funds, Investments, Separately Managed..., Series 7, Alternative Investments, Asset Allocation, Series 63, Asset Management, Securities, Retirement Planning, Hedge Funds, Fixed Income, Leadership, Equities, Financial Services, Capital Markets, Strategy, ETFs, Investment Strategies, Product Marketing

Education
Loyola University Chicago   1989 — 1993

Bridget Ireland Bridget Ireland Greater Denver Area Details
Bridget Ireland's OppenheimerFunds, Inc Experience January 2004 - Present
Job Chief Compliance Officer Oppenheimer Funds Services, VP of Compliance at OppenheimerFunds, Inc
Industry Financial Services
Experience
OppenheimerFunds, Inc   January 2004 - Present
INVESCO  April 2000 - December 2003
Meridian Investments  March 1998 - March 2000
US Securities and Exchange Commission  June 1995 - March 1998

Skills
Mutual Funds, FINRA, Financial Services, Due Diligence, Investment Advisory, AML, Fixed Annuities, Risk Management, Fixed Income, Capital Markets, Asset Managment, Trading, Series 6, Portfolio Management, Series 7, Alternative Investments, Securities Regulation, Securities, Corporate Finance, 401k, Series 63, Program Management, Series 24, Management, Fund Accounting, Asset Management, Investments, Relationship Management, Equities, Leadership, Finance, Analysis, Training, USA PATRIOT Act, Hedge Funds, Investment Management, Broker-Dealer, Separately Managed..., ERISA, Investment Company Act, SEC filings

Education
Regis University   1991 — 1995

Nicholas Henry Nicholas Henry Rochester, New York Area Details
Nicholas Henry's OppenheimerFunds, Inc Experience February 2002 - Present
Job Product Management at OppenheimerFunds, Inc.
Industry Investment Management
Experience
OppenheimerFunds, Inc.   February 2002 - Present

Skills
Series 63, Series 7, Mutual Funds, Bonds, Marketing

Education
Connecticut College   1993 — 1997

Mounds Park Academy   1983 — 1993

Katie Moore, CPA Katie Moore, CPA Charlotte, North Carolina Area Details
Katie Moore, CPA's OppenheimerFunds, Inc Experience 2007 - 2010
Job Vice President, Liquidity Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo  2014 - Present
Wells Fargo Securities  2010 - 2014
OppenheimerFunds, Inc   2007 - 2010
Deloitte & Touche, LLP   2005 - 2007

Skills
External Audit, Auditing, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Tax, Corporate Finance, SEC filings, Accounting, US GAAP, Consolidation, Finance, Internal Controls, IFRS, CPA, Financial Analysis, Portfolio Management, Investments, Budgets, Asset Management, Financial Risk, Analysis

Education
Southern Methodist University - Cox School of Business   2004 — 2005
MSA, Master Science Accounting

Southern Methodist University   2000 — 2004
BBA, Accounting & Economics

Myers Park High School

Caleb Wong Caleb Wong Greater New York City Area Details
Caleb Wong's OppenheimerFunds, Inc Experience February 1999 - Present
Job VP Senior Portfolio Manager at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds, Inc.   February 1999 - Present
Oppenheimerfunds  July 1996 - February 1999
University of Chicago, Graduate School of Business  September 1991 - March 1994
Merrill Lynch Capital Markets, Public Finance Group   August 1987 - August 1989

Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Optimization, Portfolio Management, Investments, Derivatives, Bonds, Valuation, Investment Banking, Mutual Funds

Education
The University of Chicago   1989 — 1996
MA, Economics

Massachusetts Institute of Technology   1983 — 1987
B.S., Computer Science

Massachusetts Institute of Technology   1983 — 1987
B.S., Management

Newport High School

Andrea Withrow Andrea Withrow Greater Denver Area Details
Andrea Withrow's OppenheimerFunds, Inc Experience October 2005 - May 2013
Job Retirement Plans Implementation Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  May 2013 - Present
OppenheimerFunds, Inc   October 2005 - May 2013
Association of the United States Army - Denver / Centennial Chapter   December 2011 - Present
Sunburst Homeowners Association Board of Directors   October 2009 - Present
Rocky Mountain Area Conference for Finance and Audit Professionals   2013 - 2013
Sunburst Homeowners Association Board of Directors   October 2003 - October 2009
OppenheimerFunds  April 1996 - October 2005

Skills
Auditing, Investments, Negotiation, Internal Controls, Management, Team Building, Process Improvement, Project Management, Risk Management, Operating Budgets, Event Planning, Fundraising, Risk Assessment, Public Speaking, Mutual Funds, Internal Audit, Data Analysis, Relationship Management, Software Documentation, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Financial Reporting, Analysis, Leadership, Team Leadership, Access, Business Continuity, Financial Risk, Business Analysis, IT Audit, Financial Services, Fraud, Business Process..., SEC filings, CRM, Governance, Accounting

Education
Metropolitan State University of Denver   1989 — 1995
Bachelors, History and Behavioral Sciences

Amy Harl, CFA Amy Harl, CFA Greater Boston Area Details
Amy Harl, CFA's OppenheimerFunds, Inc Experience 2000 - 2003
Job GMO
Industry Investment Management
Experience
Grantham, Mayo & Van Otterloo LLC   August 2011 - Present
OFI Institutional Asset Management / OppenheimerFunds Inc   July 2010 - January 2011
OFI Institutional Asset Management  March 2003 - March 2010
OppenheimerFunds, Inc.   2000 - 2003
Scudder Investments  1998 - 2000
Sony Music Entertainment  March 1994 - June 1998
William Mercer  1993 - 1994

Education
New York University - Leonard N. Stern School of Business   1995 — 1998
MBA, Finance and Economics

Cornell University   1987 — 1991
BS, Hotel Administration

Raynald Leveque Raynald Leveque Greater New York City Area Details
Raynald Leveque's OppenheimerFunds, Inc Experience July 2003 - June 2009
Job Director of Risk at New York State Common Retirement Fund
Industry Investment Management
Experience
New York State Common Retirement Fund  July 2010 - Present
OppenheimerFunds, Inc   July 2003 - June 2009
OppenheimerFunds  February 2002 - July 2003
Fleet Securities / US Clearing (acquired by Bank of America in 2004)   October 2000 - October 2001
BusinessEdge Solutions  March 2000 - September 2000
Fleet Securities / US Clearing (acquired by Bank of America in 2004)   November 1998 - March 2000
Pepsi Cola North America  September 1996 - October 1998
Cabletron Systems  September 1993 - June 1994

Skills
Equities, Asset Management, Fixed Income, Hedge Funds, Bloomberg, Portfolio Management, Financial Risk..., Capital Markets, MSCI BarraOne, BlackRock Green Package, Alternatives, Asset Allocation

Education
Fordham University - Graduate School of Business Administration   2002 — 2005
MBA

Rochester Institute of Technology
BS

Kristin Woodward Kristin Woodward Greater Denver Area Details
Kristin Woodward's OppenheimerFunds, Inc Experience July 2011 - January 2013
Job Presales Solutions Consultant at IQNavigator
Industry Information Technology and Services
Experience
IQNavigator  February 2015 - Present
OppenheimerFunds  January 2013 - February 2015
OppenheimerFunds, Inc   July 2011 - January 2013
OppenheimerFunds  February 2001 - December 2012
CardioKickboxing (CKB)   2000 - 2010
OppenheimerFunds  November 1990 - February 2001

Skills
Organizational..., Public Speaking, Change Management, Performance Management, Training, Coaching, Team Building, Instructional Design, Captivate, Camtasia, Video Production, E-Learning, Salesforce.com, Software Documentation, SharePoint, Microsoft Office, Learning Management..., Regulatory Compliance, Business Analysis, Leadership Development, Siebel, Visio, Vendor Management, Call Centers, Analysis, Management, Quality Assurance, Consulting, Enterprise Software, Human Resources, Sales, SaaS, Onboarding, Business Process..., Process Improvement

Education
University of Colorado Boulder

Dino Aragon Dino Aragon Greater Denver Area Details
Dino Aragon's OppenheimerFunds, Inc Experience April 1989 - Present
Job Sr Network Engineer at Oppenheimerfunds, Inc
Industry Financial Services
Experience
Oppenheimerfunds, Inc   April 1989 - Present

Education
Arapahoe Community College   1991 — 1991

Maya Sarkisyan Maya Sarkisyan Boca Raton, Florida Details
Maya Sarkisyan's OppenheimerFunds, Inc Experience 2001 - 2005
Job Clinical solutions through integrative medicine
Industry Alternative Medicine
Experience
Doctor Maya Clinic   September 2005 - Present
Doctor Maya Clinic   2005 - Present
Meridian Behavioral Healthcare Inc., Gainesville, FL   January 2008 - August 2008
Community Clinic at Academy for Five Element Acupuncture , Gainesville, FL   August 2007 - August 2008
Transentient Inc.   August 2005 - February 2008
Oppenheimerfunds Inc  2001 - 2005
Computer Technology Inc.   1992 - 2001

Skills
Neuro Emotional..., Acupuncture Injection..., Functional Medicine, Smoking Cessation, Stress Management, Treatment, Pain, Acupuncture, NLP, Hypnosis, Health, Stress, Coaching, Healthcare, Wellness, Team Building, Public Speaking, Pain Management, Teaching, Insomnia, Personal Development, Nutrition, Counseling, Holistic Health, Leadership Development, Executive Coaching, Clinical, Business Strategy, Healing, Wellbeing, Hypnotherapy, Non-profits, Medical Qigong, Qigong

Education
Academy for Five Element Acupuncture   2006 — 2008
Master of Acupuncture, Traditional Chinese Medicine and Chinese Herbology, MS

N.E.T.   2010 — 2011
Certified Practitioner, Neuro-Emotional Technique

The Society of NLP   2005 — 2005
Master, Certified Master Practitioner in Neuro-linguistic Programming

NLP Comprehensive   2004 — 2004
Certified Practitioner in Neuro-linguistic Programmin

The NLP Center of NY   2004 — 2004
Certified Ericksonian Hyptotherapist

State Engineering University of Armenia   1986 — 1991
MS, Software Engineering

Patrick McNulty, CFA Patrick McNulty, CFA Nashville, Tennessee Details
Patrick McNulty, CFA's OppenheimerFunds, Inc Experience April 2007 - May 2011
Job Director of Finance and Operations at Emdeon
Industry Financial Services
Experience
Emdeon  January 2015 - Present
Emdeon  December 2013 - Present
Emdeon  April 2013 - December 2013
Petra Capital Partners  October 2012 - April 2013
Iroquois Capital Group   April 2012 - September 2012
HCA  February 2012 - May 2012
OppenheimerFunds, Inc   April 2007 - May 2011
Oppenheimer Funds  August 2007 - April 2008
AMR Capital Trading  2004 - 2007

Skills
Investment Banking, Trading, Operations Management, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital IQ, Bloomberg, Equities, Derivatives, Fixed Income, Mutual Funds, Quantitative Analytics, Asset Allocation, Investment Advisory, Investment Strategies, Due Diligence

Education
Vanderbilt University - Owen Graduate School of Management   2011 — 2013
MBA, Accounting and Strategy

Indiana University Bloomington   1999 — 2004
BA, Economics

Rick Grabish Rick Grabish Greater St. Louis Area Details
Rick Grabish's OppenheimerFunds, Inc Experience 2001 - Present
Job Trust Company Executive
Industry Financial Services
Experience
OppenheimerFunds Inc  2001 - Present
A.G. Edwards Trust Co., FSB   2005 - 2007
AG Edwards  2001 - 2007
Wachovia/A.G. Edwards Trust Company   1987 - 2007
A.G. Edwards & Sons, Inc.   1980 - 2007
A.G. Edwards Trust Co., FSB   1980 - 2007
A.G. Edwards Trust Co., FSB   1980 - 2007
A.G. Edwards   1980 - 2007

Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Retirement, Asset Management, FINRA, Investment Strategies, Portfolio Management, 401k, Fixed Annuities, Series 24, Financial Services, IRAs, Bonds, Estate Planning

Education
Kent State University   1972 — 1975
Ph.D., Communication

Texas Tech University   1970 — 1972
MA, Communication

University of Missouri-Columbia   1966 — 1970
B.S., Communication

Jennifer Meece Jennifer Meece Greater Denver Area Details
Jennifer Meece's OppenheimerFunds, Inc Experience August 1997 - September 2006
Job Senior Investment Reporting Analyst (Statutory) at GreatWest Financial
Industry Investment Management
Experience
Great-West Financial  September 2006 - Present
OppenheimerFunds, Inc.   August 1997 - September 2006
Peterson Consulting  May 1996 - May 1997

Skills
Investment Strategies, Financial Analysis, Investments, Asset Allocation, Alternative Investments, Asset Managment, Mutual Funds, Portfolio Management, Analysis, Asset Management, Fund Accounting, Bonds, Financial Reporting, Derivatives, Bloomberg, Accounting, Corporate Actions, Financial Statements, Fixed Income, Securities, Valuation, Insurance, Financial Services, Series 7

Education
Colorado State University-Global Campus
Bachelor’s Degree, Business Management

Julie Radtke Julie Radtke Greater New York City Area Details
Julie Radtke's OppenheimerFunds, Inc Experience 1998 - 2002
Job Operations Executive Manager
Industry Information Technology and Services
Experience
Morgan Stanley Private Wealth Management  2015 - Present
OppenheimerFunds  2014 - 2015
Oppenheimer Funds  1998 - 2015
OppenheimerFunds  2006 - 2014
OppenheimerFunds  2002 - 2006
Oppenheimerfunds, Inc.   1998 - 2002
Pershing  1997 - 1998
AIG  1996 - 1997
Scudder Stevens & Clark  1994 - 1996
JPMorgan Chase & Co.   1991 - 1994

Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services

Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems

Hofstra University
Bachelor of Business Administration, Finance and Banking

Cara Helms Cara Helms Greater New York City Area Details
Cara Helms's OppenheimerFunds, Inc Experience February 2001 - Present
Job Associate Manager at OppenheimerFunds, Inc.
Industry Philanthropy
Experience
OppenheimerFunds, Inc.   February 2001 - Present

Education
Boston College   1996 — 2000

Brandon Tucker Brandon Tucker Greater Denver Area Details
Brandon Tucker's OppenheimerFunds, Inc Experience August 2009 - Present
Job Senior Database Administrator at OppenheimerFunds, Inc.
Industry Information Technology and Services
Experience
OppenheimerFunds, Inc.   August 2009 - Present
Denver SQL Server User Group   December 2010 - January 2013
DriverTech  May 2009 - February 2010
Extend Health  August 2007 - January 2009
Extend Health  April 2007 - June 2007
Neumont University  October 2005 - March 2007

Skills
SQL Server, T-SQL, SSIS, Technical Leadership, Relationship Cultivation, Query Optimization, Index Tuning, SQL Server 2005, SQL Server 2008, SQL Server 2008 R2, Problem Solving, SQL Server 2012, Microsoft SQL Server, Powershell, SSRS, C#, Performance Tuning, SQL Tuning, Database Design, Software Development, Databases, TFS, SQL, High Availability, High Availability..., Disaster Recovery, Database Administration, Data Modeling, ETL, SharePoint, Software Engineering, Relational Databases, .NET, Data Warehousing, Testing, Data Migration

Education
Neumont University   2005 — 2007
Bachelor of Science, Computer Science

Bucknell University   2003 — 2005
Computer Science, Chemistry

Colorado Academy   1999 — 2003

Donna Winn Donna Winn Greater New York City Area Details
Donna Winn's OppenheimerFunds, Inc Experience July 1999 - Present
Job Business Owner
Industry Financial Services
Experience
Oppenheimer Funds  2001 - Present
OppenheimerFunds, Inc   July 1999 - Present
OppenheimerFunds, Inc   January 1999 - Present
MassMutual Financial Group  1999 - 2009
Merrill Lynch  July 1977 - July 1999
Merrill Lynch  January 1977 - January 1999
Merrill Lynch  1990 - 1999
Merrill Lynch  1977 - 1999
Merrill Lynch  July 1977 - August 1979
Proctor & Gamble  July 1976 - July 1977

Education
College of the Holy Cross   1972 — 1976

College of the Holy Cross   1972 — 1976

College of the Holy
B.A, Economics

Joe Wainwright Joe Wainwright Greater Denver Area Details
Joe Wainwright's OppenheimerFunds, Inc Experience December 1998 - October 2014
Job Applications Developer
Industry Financial Services
Experience
OppenheimerFunds Inc.  December 1998 - October 2014
Citicards  1991 - 1999

Skills
Agile Methodologies, AS400 Developer, SDLC, Toad, SQL, ETL, RPG, Requirements Analysis, Microsoft Office, Autosys, Business Analysis, Integration, Data Warehousing, Visio, Requirements Gathering, Oracle, Data Modeling

Education
University of Colorado Boulder   1984 — 1989
Bachelor's Degree, Engineering Computer Science

Gemological Institute of America   1981 — 1982
Graduate Gemologist

Annette Von Brandis Annette Von Brandis Greater New York City Area Details
Annette Von Brandis's OppenheimerFunds, Inc Experience 1997 - 2000
Job Independent Graphic Design Professional
Industry Graphic Design
Experience
OppenheimerFunds, Inc   1997 - 2000

Skills
Adobe Creative Suite, Corporate Identity, Graphic Design, Illustrator, Logo Design, InDesign, Brochures, Photoshop, Typography, Art Direction, Creative Direction, Web Design, Layout, Brand Development, PowerPoint

Education
Parsons School of Design   1987 — 1990

Kyle McEvily, CPCU Kyle McEvily, CPCU Greater New York City Area Details
Kyle McEvily, CPCU's OppenheimerFunds, Inc Experience 2007 - 2010
Job Account Executive at Keevily Spero Whitelaw, Inc.
Industry Insurance
Experience
Keevily Spero Whitelaw Inc.   November 2009 - Present
oppenheimerfunds, inc   2007 - 2010
OFI Private Investments, Inc   2007 - 2010

Skills
Property & Casualty..., Professional Liability, Licensed Property &..., Commercial Lines, CPCU, P&C Insurance, Claim, Litigation Management, Legal Liability, Casualty, Underwriting, AMS360, Commercial Insurance, Employment Practices..., Insurance, General Insurance, Liability, Brokers, Workers Compensation, Umbrella Insurance, D&O, Reinsurance, Inland Marine, Financial Services

Education
Trinity College-Hartford   1998 — 2002
BA, History

Fordham Preparatory School   1994 — 1998

Kristy St John Kristy St John Greater Chicago Area Details
Kristy St John's OppenheimerFunds, Inc Experience August 1999 - April 2000
Job IT Consultant at Advantech Solutions
Industry Insurance
Experience
Advantech Solutions  August 2013 - Present
Healthcare Services Corporation  January 2012 - August 2013
Health Care Service Corporation  2007 - December 2011
Health Care Services Corporation  March 2006 - 2007
Sapphire Technology  March 2005 - March 2006
Aon Risk Services  November 2004 - March 2005
Sapphire Technology  September 2004 - November 2004
Alliance Consulting, Chicago IL   March 2004 - September 2004
Galileo International (a Cendant company)   October 2000 - March 2004
OppenheimerFunds, Inc.   August 1999 - April 2000

Skills
Business Analysis, Health Insurance, Data Warehousing, Agile Methodologies, Requirements Gathering, Training, Data Analysis, Vendor Management, Insurance, Software Project..., Human Resources, Business Intelligence, Cognos, Software Documentation, Business Requirements, Process Improvement, SDLC, Access, Visio, Healthcare Information..., Healthcare, Team Building, Business Process..., Requirements Analysis, ETL, Data Modeling

Education
Keller Graduate School of Management of DeVry University   2003 — 2003

Regis University - Masters Program for Information Technologies   1997 — 1998

Loyola University of Chicago   1986 — 1991
Bachelor of Business Administration (BBA)

M. Aaron Stelzer M. Aaron Stelzer New York, New York Details
M. Aaron Stelzer's OppenheimerFunds, Inc Experience 2000 - 2003
Job Global Financial Executive | Optimizing Marketing and Execution Trading of Interest Rate Derivatives
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation, SMBC Capital Markets, Inc.   2014 - August 2014
Commonwealth Bank of Australia  2010 - 2013
Sumitomo Mitsui Banking Corporation, SMBC Capital Markets, Inc.   2006 - 2010
US Bancorp / US Bancorp Piper Jaffray & Co.   2003 - 2006
OppenheimerFunds, Inc.   2000 - 2003

Skills
Fixed Income, Derivatives, FX Options, Trading, Bloomberg, Capital Markets, Options, Swaps, Interest Rate..., Financial Markets, Finance, Equities, Mutual Funds, Hedging, Banking, FX Fwds, Financial Modeling, Reuters, Murex, PRISM, Pyramid, Pivot Tables, Macros, Access, Income Statement..., Balance Sheet Analysis, Analysis of Long &..., FX / FX Options, Fixed Income Analysis, ISDA and CSA Processes, CVA, FVA, ROE And Monte..., FX Trade Novation, Structured Asset Finance, Interest Rate Options, Algorithms, Strategic Planning, Architect Trade and..., Private Equity, Corporate Client..., Interbank Client..., Negotiating, Branding / Marketing, Cash Flow Modeling, Relationship Building, Mentoring, Team Leadership, Business Profitability, Risk Management, Business Acumen, Revenue Enhancement

Education
New York University - Leonard N. Stern School of Business   2015 — 2016
Masters of Science, Risk Management, Leonard N. Stern School of Business

New York University   2014 — 2014
Intensive Workshop: Credit Training Program, Continuing Education

Arizona State University   1996 — 2000
Bachelor of Arts, History; Minor, Philosophy

J. Tison Cory J. Tison Cory Greater Denver Area Details
J. Tison Cory's OppenheimerFunds, Inc Experience January 2004 - January 2005
Job Vice President Intermediary Operations at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc.   September 2014 - Present
ALPS FUND SERVICES, INC  January 2005 - Present
Metropolitan State College of Denver  January 2000 - Present
OPPENHEIMERFUNDS, INC   January 2004 - January 2005
INVESCO FUNDS GROUP, INC  August 1997 - January 2004
BUTLER FINANCIAL, INC   January 1996 - July 1997
CROWELL & MORING, LLC   January 1995 - January 1996

Skills
Mutual Funds, Securities, Financial Services, Investments, Asset Management, Series 7, Equities, Alternative Investments, Hedge Funds, Risk Management

Education
Old Dominion University   1994 — 1994
Paralegal Certificate

University of Alabama   1987 — 1991
BA, Political Science

Sara Conway Sara Conway Greater Denver Area Details
Sara Conway's OppenheimerFunds, Inc Experience January 1995 - October 2000
Job Business Development Manager at Peak Benefits, LLC
Industry Insurance
Experience
Peak Benefits, LLC   August 2014 - Present
Pantry Pure, LLC   2007 - Present
James K. Kreutz & Associates, P.C.   2008 - September 2013
Greenwood Athletic and Tennis Club  January 2001 - November 2011
Great-West Retirement Services  June 2003 - September 2005
OppenheimerFunds  January 1996 - October 2000
OppenheimerFunds, Inc   January 1995 - October 2000
Pitney Bowes  January 1993 - January 1995

Skills
Advertising, Management, Leadership, Public Relations, Strategy, Marketing Strategy, Marketing, Investments, Customer Service, Marketing Communications, Program Management, Sales, Public Speaking, Research

Education
University of Colorado Boulder - Leeds School of Business   1989 — 1993
B.S., Marketing

University of Colorado Boulder   1989 — 1992
B.S., Business Marketing

of Cherry Creek High School   1985 — 1989
High School

Brian C. Summe Brian C. Summe Cincinnati Area Details
Brian C. Summe's OppenheimerFunds, Inc Experience January 1998 - Present
Job Oppenheimerfunds, Inc. Vice President, Senior Advisor Consultant
Industry Investment Management
Experience
OppenheimerFunds, Inc.   January 1998 - Present
Morgan Stanley Asset Management  May 1993 - December 1997
Merrill Lynch  October 1991 - May 1993
A.F. Best Securities, Inc.   January 1990 - October 1991

Skills
Series 63, Mutual Funds, Asset Managment, Bonds, Series 7, Wealth Management, Finance, Securities, Retirement Planning, Insurance, FINRA, Retirement, Separately Managed..., Asset Allocation, Financial Advisory, Alternative Investments, Investment Strategies, Investments, Investment Management, Hedge Funds, Portfolio Management, Wealth Management..., Capital Markets, Private Equity, Municipal Bonds, Asset Management, Wealth, Financial Services

Education
Certifications / Accreditations

Florida State University - College of Business

Louisiana State University
BA, Economics / Political Science

Sam Freedman Sam Freedman Phoenix, Arizona Area Details
Sam Freedman's OppenheimerFunds, Inc Experience 1980 - 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
OppenheimerFunds  June 1996 - Present
OppenheimerFunds, Inc.   1980 - 1994
Oppenheimer Funds Inc.  1980 - 1994
OppenheimerFunds  1991 - 1993

Skills
Coaching, Team Building, Financial Planning, Investments, Operations Management, Change Management, Risk Management, Alternative Investments, Strategic Financial..., Mergers & Acquisitions, Mutual Funds, Securities, Financial Analysis, Series 7, Asset Management, Equities, Asset Allocation, Portfolio Management, Financial Services, Wealth Management, Management

Education
University of Colorado at Denver   1995 — 1997
None, Photography

Arizona State University, W. P. Carey School of Business   1958 — 1962
Bachelor's degree, Finance and Financial Management Services

Matt Junge Matt Junge Littleton, Colorado Details
Matt Junge's OppenheimerFunds, Inc Experience March 2001 - August 2004
Job Account Manager
Industry Wholesale
Experience
NCH Corp. PartsMaster Division   April 2015 - Present
BG/Kenz + Leslie   November 2010 - March 2015
Peak Lighting   March 2010 - November 2010
Colorado Lending Source  April 2007 - October 2008
Wells Fargo Bank  June 2005 - March 2007
OppenheimerFunds, Inc.   March 2001 - August 2004

Skills
Banking, Underwriting, Sales Management, Investments, Marketing, Risk Management, Relationship Management, Cold Calling, Mortgage Banking, Strategic Planning, Life Insurance, Financial Analysis, Negotiation, Insurance, Business Strategy, Asset Managment, Finance, Loan Origination, Selling, Business Development, Management, Sales, Team Building, Customer Service, Customer Retention

Education
Colorado State University   1996 — 2000
Business, Business Admin/Marketing

Lori Saddler Lori Saddler Greater New York City Area Details
Lori Saddler's OppenheimerFunds, Inc Experience August 2004 - January 2009
Job Sales Coordinator/Administrative Assistant seeking new opportunity
Industry Financial Services
Experience
JC Penney  October 2010 - June 2014
OppenheimerFunds, Inc   August 2004 - January 2009
United Nations Population Fund  March 2004 - July 2004
Hill And Knowlton  April 2003 - September 2003
Fleishman HIllard  July 2000 - October 2002
Boston Financial (Schroder Real Estate)   1996 - 1999
Boston Financial (Schroder Real Estate)   1996 - 1999
Boston Financial (Schroder Real Estate)   1996 - 1999
Boston Financial (Schroder Real Estate)   1996 - 1999

Skills
Outlook, Press Releases, Conferences, Research, Writing Skills, Creative Writer, Writing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Administrative..., Creative Writing, PowerPoint, Management, Public Relations, Sales, Training, Asset Management, Financial Services, Administration

Education
New York University School of Continuing Education   1998 — 2006
Certificate, Appraisal Studies

The Graduate Center, City University of New York   1998 — 2006
BA, American Studies/Literature and Writing

Susan E. Wagner

Maurice Moore Maurice Moore Greater Denver Area Details
Maurice Moore's OppenheimerFunds, Inc Experience 2005 - 2009
Job Project Manager, at Level 3 (formerly tw telecom)
Industry Information Technology and Services
Experience
Level 3 (formerly tw telecom)   February 2014 - Present
Belcan Engineering  October 2012 - December 2013
System GO! Services, Owner   2005 - October 2012
Onstream Media  September 2010 - March 2012
HPC Solutoins   April 2010 - September 2010
ISSA Colorado Springs   1996 - 2010
OppenheimerFunds, Inc   2005 - 2009
MCI  1998 - 2002
MCI / WorldCom  1996 - 2002
USAF  1984 - 1996

Skills
Unix, Virtualization, Disaster Recovery, Data Center, Business Continuity, VMware, Information Security, ITIL, Firewalls, Security, Information Security..., Network Engineering, Networking, Enterprise Architecture, Integration, Cisco Technologies, Team Building, IT Strategy, IT Management, Cloud Computing, VPN, Network Security, SDLC, Servers, Vendor Management, Information Technology, IT Service Management, Computer Security, IT Operations, System Deployment, Troubleshooting, DNS, TCP/IP, Network Architecture, Testing, System Administration, Visio, Enterprise Software, Windows Server, VoIP, Network Administration, SaaS, Software Documentation, Network Design, SharePoint, Switches, Solaris, Databases, Active Directory, Leadership

Education
Regis University   2004 — 2007
MSCIT, Systems Engineering

Troy University in Montgomery   1995 — 2000
Human Resource Management, Organizational Behavior

Community College of the Air Force   1988 — 1992
Associate of Science (AS), Electrical and Electronics Engineering

Johannes Pistorius Johannes Pistorius Greater New York City Area Details
Johannes Pistorius's OppenheimerFunds, Inc Experience December 2011 - Present
Job Internal Wholesaler OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds, Inc.   December 2011 - Present
The Guardian Life Insurance Company of America  September 2009 - October 2011
Marsh Executive Benefits - Marsh & McLennan Companies   June 2007 - September 2009
Merrill Lynch  November 2006 - June 2007

Skills
Alternative Investments, Asset Allocation, Defined Benefit, Disability Insurance, Finance, Financial Advisory, Financial Services, Investments, Mutual Funds, Life Insurance, Pensions, Retirement, Series 63, Series 7, Retirement Planning, Wealth Management

Education
Fairleigh Dickinson University   2001 — 2004
BS, Finance

Barbara Duggan Barbara Duggan Greater Denver Area Details
Barbara Duggan's OppenheimerFunds, Inc Experience November 2009 - Present
Job Executive Assistant at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds, Inc.   November 2009 - Present
OppenheimerFunds, Inc.   November 2004 - January 2009
Roanoke Trade Services  February 2002 - April 2003
Leisurecraft Insurance Agency Inc.   April 1990 - January 2002

Skills
Risk Management, Training, Customer Service, Leadership, Time Management, Management, Attitudes, Project Management, CRM, Visio, Administrative..., Mutual Funds, Human Resources, Sales, Business Analysis, Event Planning, Interviews, Auditing, Asset Management, Microsoft Excel, Employee Benefits, Budgets, Financial Services, Bloomberg, Insurance

Education
Golden West College   1984 — 1988
A.A., Administration of Justice (Law Enforcement), Minor: Business Administration

Barry Weiss, CFA Barry Weiss, CFA Greater New York City Area Details
Barry Weiss, CFA's OppenheimerFunds, Inc Experience February 2000 - October 2001
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's   September 2013 - Present
Arrowhead Credit Research Corp.   June 2009 - September 2013
Luminent Mortgage Capital  June 2008 - August 2010
Cobalt Holdings   June 2008 - August 2010
OppenheimerFunds  February 2000 - June 2008
OppenheimerFunds Inc.  February 2000 - October 2001
Fitch Ratings  September 1998 - February 2000
Fitch IBCA   August 1996 - September 1998
City of New York – Office of Management and Budget (OMB)   September 1988 - August 1996

Skills
Mutual Funds, Fixed Income, Cash Flow, Portfolio Management, MBS, Risk Management, Credit Rating, Asset Managment, Securities, Asset Management, Private Equity, Investment Banking, Financial Services, Financial Markets, Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Finance, Securitization, Hedge Funds, Credit, ABS, Municipal Bonds, Distressed Debt, Money Market, Equities, Trading, Bloomberg, Valuation, Structured Products, Derivatives, Alternative Investments, Funding, Fixed Income Analysis, Investment Management, Hedging, Bonds, Investment Strategies, Financial Structuring, Asset Allocation, Credit Derivatives, Equity Research, Fund Of Funds, Emerging Markets, Options

Education
City University of New York-Brooklyn College   1986 — 1988
MFA

The University of South Dakota   1982 — 1986
BS

Denise Ferrante Denise Ferrante Greater New York City Area Details
Denise Ferrante's OppenheimerFunds, Inc Experience 2009 - 2011
Job Chief Operating Officer at the Ferrante Residence
Industry Human Resources
Experience
Ferrante Residence   June 2011 - Present
OppenheimerFunds, Inc   2009 - 2011
Tremont Capital Management  November 2007 - March 2009
Kenmar Group Inc   September 2004 - October 2006
Morgan Stanley  2004 - 2004

Education
Sheridan College   1998 — 2001
Advanced Diploma, Human Resources Management/Business Administration

Ryerson University   1996 — 1998
Diploma in Arts

John Leder John Leder Greater Denver Area Details
John Leder's OppenheimerFunds, Inc Experience April 2005 - April 2008
Job Regional Sales Director Annuities at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  November 2009 - Present
Mass Mutual Financial Group  April 2008 - April 2009
OppenheimerFunds, Inc   April 2005 - April 2008
Jackson National Life Insurance  March 2002 - April 2005
Wells Fargo Investments, LLP   July 2000 - March 2002
Prudential Securities, Inc  December 1998 - July 2000

Skills
Mutual Funds, Annuities, Annuity, Insurance, Fixed Annuities, Leadership, Business Development, Financial Services, Sales, Finance

Education
Nebraska Wesleyan University
Bachelor of Arts

University of Nebraska at Omaha
Master of Arts

Cathy Peters Cathy Peters Greater Denver Area Details
Cathy Peters's OppenheimerFunds, Inc Experience January 1999 - January 2001
Job Executive Administrative Assistant at Curian Capital
Industry Hospital & Health Care
Experience
Curian Capital  August 2013 - Present
Catholic Health Initiatives  January 2013 - August 2013
Centura Health  January 2005 - January 2013
Centura Health  January 2006 - May 2008
Neumann Homes  March 2004 - January 2006
LEADING EDGE PERSONNEL  January 2003 - March 2004
TELETECH HOLDINGS, INC  January 2002 - January 2003
WEINTRAUB ORGANIZATION   January 2001 - January 2002
OPPENHEIMERFUNDS, INC   January 1999 - January 2001
OPPENHEIMERFUNDS, INC   January 1999 - January 2001

Skills
Outlook, System Administration, Budgets, Human Resources, Administrative..., Office Management, Process Improvement, Visio, Management

Education
Arapahoe Community College   1997 — 2004
AS, Business Administration

Arapahoe Community College   1996 — 2004
A.A, Business Administration, 3.87

Diane Kopischke Diane Kopischke Greater Denver Area Details
Diane Kopischke's OppenheimerFunds, Inc Experience May 2013 - Present
Job Sr. Programmer/Analyst at OppenheimerFunds, Inc
Industry Computer Software
Experience
OppenheimerFunds, Inc   May 2013 - Present
Ajilon Consulting  December 2010 - February 2013
SunGard Data Systems, Inc.   1998 - 2009
OppenheimerFunds  1985 - 1998

Skills
Testing, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Software Development, SQL, Vendor Management, SharePoint, Process Improvement, Business Process..., PMO, Software Documentation, Project Management

Education
Arapahoe

Metropolitan State University of Denver
BS, Computer and Management Science

Brian T. Hourihan Brian T. Hourihan Greater New York City Area Details
Brian T. Hourihan's OppenheimerFunds, Inc Experience April 2006 - Present
Job Senior Vice President & Senior Managing Counsel at OppenheimerFunds, Inc.
Industry Investment Management
Experience
OppenheimerFunds, Inc.   April 2006 - Present
MFS Investment Management  June 2004 - April 2006
Affiliated Managers Group  January 2004 - June 2004
Fidelity Investments FMR Corp.   August 1999 - January 2004
Scudder Kemper Investments  January 1999 - July 1999
U.S. Securities and Exchange Commission   September 1996 - December 1998
U.S. Securities and Exchange Commission   July 1995 - September 1996
Rogers & Wells  July 1993 - July 1995
Mudge Rose, Guthrie Alexander & Ferdon   September 1991 - July 1993

Skills
Mutual Funds, Alternative Investments, Asset Management, Financial Services, Hedge Funds, Equities, Investments, Capital Markets, Fixed Income, Securities, Securities Regulation, Investment Management, FINRA, Mergers & Acquisitions, Corporate Finance, Corporate Governance, Trading, Structured Finance, Corporate Law, Offshore Funds, Municipal Bonds, ETFs, Finance, Due Diligence

Education
Georgetown University Law Center
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law

The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.), Law Review

Boston College
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude

Newington High School   1979 — 1983

Richard Horwat Richard Horwat Greater Denver Area Details
Richard Horwat's OppenheimerFunds, Inc Experience August 1996 - Present
Job Sr. Operations Support Specialist at OppenheimerFunds,Inc.
Industry Financial Services
Experience
OppenheimerFunds, Inc.   August 1996 - Present
OppenheimerFunds,Inc.   August 1996 - Present
Lockheed Martin Information Technology  January 1976 - August 1996
Lockheed Martin Information Technology  July 1976 - July 1991

Skills
Mutual Funds, Series 7, Series 63, Vendor Management, Retirement Planning, Disaster Recovery, Series 6, Business Continuity, Asset Allocation

Education
DePaul University   1971 — 1975
BS Business Administration, Business

Brian Wruble Brian Wruble Key West, Florida Details
Brian Wruble's OppenheimerFunds, Inc Experience 2001 - Present
Job Chairman, Board of Trustees (New York), OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds, Inc.   2001 - Present
Special Value Opportunity Fund   2004 - Present
Zurich Insurance Company Ltd.  2004 - Present
The Institute for Advanced Study   1992 - Present
The Jackson Laboratory  1991 - Present
Community Foundation of the Florida Keys   2013 - 2014
Odyssey Partners, L.P.   September 1995 - December 2007
Delaware Management Holdings, Inc.   May 1992 - September 1995
Delaware Group of Mutual Funds   May 1992 - September 1995
Equitable Capital Management Corporation  April 1985 - May 1992

Skills
Private Equity, Investments, Equities, Hedge Funds, Portfolio Management, Investment Banking, Fixed Income, Mutual Funds, Investment Management, Venture Capital, Investment Advisory, Bonds, Valuation, Emerging Markets, Investment Strategies, Financial Advisory, Due Diligence, Asset Management, Financial Modeling, Banking, Capital Markets, Asset Allocation, Investor Relations, Alternative Investments, Corporate Finance, Entrepreneurship, Trading, Securities, Financial Analysis, Equity Research, Strategic Financial..., Mergers & Acquisitions, Derivatives, Corporate Development, Finance, Financial Services, Structured Finance, Restructuring, Financial Markets, Risk Management, Wealth Management, Economics

Education
New York University - Leonard N. Stern School of Business   1970 — 1976
M.B.A., Finance, with distinction

Cornell University   1965 — 1966
M.E.E., Electrical Engineering

Cornell University   1960 — 1965
B.E.E., Electrical Engineering

Scott Scharer Scott Scharer Greater Boston Area Details
Scott Scharer's OppenheimerFunds, Inc Experience 1993 - 1998
Job Chief Investment Officer at Delaware Ladera Management Company
Industry Investment Management
Experience
Delaware Ladera Management Company   January 2011 - Present
Perspecta Trust LLC   January 2007 - December 2010
Fisher Scientific International Inc.  January 2004 - December 2006
Latona Associates  May 1998 - December 2003
OppenheimerFunds Inc.  1993 - 1998
Recovery Management Corporation  1989 - 1993
Deloitte & Touche  1985 - 1989

Skills
Private Equity, Asset Management, Alternative Investments, Investment Management, Investments, Hedge Funds, Equities, Asset Allocation, Fixed Income, Wealth Management, Portfolio Management, Financial Analysis, Venture Capital, Financial Modeling, Mergers & Acquisitions

Education
New York University   1985 — 1988
MBA, Accounting

Princeton University   1980 — 1985
BA, East Asian Studies

Kurt Wolfgruber Kurt Wolfgruber Greater New York City Area Details
Kurt Wolfgruber's OppenheimerFunds, Inc Experience March 2000 - May 2009
Job Owner, Piper Hill Partners
Industry Investment Management
Experience
Piper Hill Partners   2010 - Present
OppenheimerFunds Inc.  March 2000 - May 2009
JPMorgan Chase  1974 - 2001
JPMorgan Asset Management  1974 - 2000

Skills
Equities, Asset Management, Hedge Funds, Investment Management, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Private Equity, Asset Managment, Securities, Investment Strategies, Series 7, Entrepreneurship, Fixed Income

Education
University of Virginia - Darden Graduate School of Business Administration   1972 — 1974
MBA, Investment Management

Ithaca College   1968 — 1972
Bachelor of Arts (BA), Economics

Michael Martin, Jr. Michael Martin, Jr. Rochester, New York Details
Michael Martin, Jr.'s OppenheimerFunds, Inc Experience June 2010 - August 2010
Job
Industry Financial Services
Experience
Merrill Lynch  September 2011 - Present
OppenheimerFunds, Inc   June 2010 - August 2010
Meliora Capital Management   October 2009 - May 2010
Ken Martin Landscaping   May 2004 - August 2009

Education
University of Rochester   2008 — 2012
Bachelor of Arts, Financial Economics

Kirby Hollums Kirby Hollums Greater Denver Area Details
Kirby Hollums's OppenheimerFunds, Inc Experience October 2005 - July 2007
Job Logistics and Supply Chain Professional
Industry Logistics and Supply Chain
Experience
Global Healthcare Exchange (GHX)   February 2014 - June 2014
Auraria Higher Education Center  January 2012 - May 2013
University of Colorado  July 2007 - July 2011
OppenheimerFunds, Inc   October 2005 - July 2007
Dept of Regulatory Agencies, Div of Insurance   July 2003 - September 2005

Skills
Customer Service, Supply Chain Management, Logistics, Supply Chain, Logistics Management, Warehouse Management, Supply Chain..., Inventory Management, Materials Management, Procurement, Purchasing

Education
University of Colorado Boulder
Bachelor of Arts, Economics

Jason Strasser Jason Strasser Aurora, Colorado Details
Jason Strasser's OppenheimerFunds, Inc Experience July 2009 - Present
Job Support Analyst at OppenheimerFunds
Industry Financial Services
Experience
Oppenheimerfunds, Inc.   July 2009 - Present
Oppenheimerfunds, Inc.   December 2003 - July 2009
ING - Security Life of Denver  July 2001 - April 2002

Skills
Requirements Gathering, Business Analysis, Call Center, Microsoft Excel, Microsoft PowerPoint, Cognos, Microsoft Word, Microsoft Office, Access, Workforce Management, Workforce Planning, Call Centers, Change Management, Leadership, PowerPoint, Financial Services

Education
Colorado State University-Global Campus   2015 — 2018
Information technology and Business Analytics

Wartburg College   1991 — 1995
Elementary Education

Catherine Menendez Catherine Menendez Ridgefield, New Jersey Details
Catherine Menendez's OppenheimerFunds, Inc Experience May 2013 - May 2013
Job Attended Montclair State University
Industry Public Relations and Communications
Experience
Nagano Board of Education   August 2014 - July 2015
OppenheimerFunds Inc  May 2013 - May 2013
SIFMA  February 2013 - May 2013
AgencyRx  February 2013 - February 2013
AgencyRx  November 2012 - December 2012
Tres Jolie Massage   September 2011 - May 2012

Skills
Public Relations, Social Media, Event Planning, Marketing Communications, Event Management, Social Media Marketing, Public Speaking, Media Relations, Social Networking, Editing, Microsoft Excel, Microsoft Word, PowerPoint, Google Docs, Google+, QuickBooks

Education
Montclair State University
Bachelors of Arts, Communication Studies; Public Relations

Bergen Community College   2008 — 2010
Associate's degree, Liberal Arts

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