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Опубликовано: 22 июня 2020

Oppenheimer Funds, Inc — 19 Employees — US Staff

 

Американская инвестиционная компания oppenheimerfunds inc

Oppenheimer Funds, Inc

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. ,

Social Links: https://www.linkedin.com/company/oppenheimerfunds, https://twitter.com/OppFunds, https://www.facebook.com/OppFunds/

19 employees in database.
Oppenheimer Funds, Inc List of Employees: 1992-2019
Oppenheimer Funds, Inc Salaries.
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Oppenheimer Funds, Inc Employees

Angelia Corley-TeagueAngelia Corley-Teague Greater Denver Area

Experience
Seeking employment opportunities — Financial Services,Operations & retirement plan administration November 2014 — Present
Lincoln Trust Co. April 2013 — November 2014
ANB Bank July 2012 — February 2013
Lincoln Trust Company September 2011 — March 2012
Cooney Associates, Inc. January 2011 — April 2011
Oppenheimer Funds, Inc December 2007 — October 2010
Columbia Management — Bank of America June 2004 — August 2007
Joseph Sturniolo & Associates September 2001 — December 2003
Charles Schwab — contracted through Ajilion Financial March 2000 — July 2000
Cyprus Amax Minerals — contracted through Arthur Anderson September 1999 — February 2000

Skills
IRA’s, Roth IRA, Mutual Funds, Call Center, Inbound, Client Services, Annuities, SEP, Retirement Planning, 401k Rollovers, Stocks, 529 Plans, Pensions, Wealth Accumulation, Term Life Insurance, Deferred Compensation, Insurance Planning, Universal Life, Employee Benefits, Whole Life, Investments, Bonds, Customer Service, Asset Allocation, Health Insurance, Wealth Transfer, Alternative Investments, Manage Client. SQL, SAP ERP, Microsoft Excel, Access, Business Process. Fixed Annuities, Financial Services, IRAs, Retirement, Financial Planners, Call Centers, Wealth, Finance, Securities, Management, 401k

Education
Metropolitan State College of Denver 1998 — 2013
Finance major — Economics minor

Institute of Business and Finance 2006 — 2007
Certified Funds Specialist Designation, Mutual Funds

Community College of Aurora 1996 — 1998
A.A., Business Management

Indiana University Bloomington 1983 — 1987
Merchandising Management

William Allen Spetrino, Jr.William Allen Spetrino, Jr. Hilton Head Island, South Carolina

Experience
UBS Financial Services, Inc. May 2015 — Present
University of South Carolina Beaufort January 2015 — Present
PNC Institutional Investments February 2010 — September 2014
Boyd Watterson Asset Management August 2003 — March 2010
Oppenheimer Funds Inc. April 2000 — November 2002

Education
Wittenberg University 1975 — 1979
B.A., Double major: Business Administration/Economics

Cleveland State University 1984 — 1987
M.A. Economics, Economics

Stephanie KillenStephanie Killen Greater Denver Area

Experience
First River Energy, LLC October 2015 — Present
Statoil August 2011 — September 2015
PBF Energy Company, LLC February 2011 — August 2011
Anadarko Petroleum Corporation September 2006 — October 2010
Western Gas Resources, Inc. February 2006 — September 2006
Duke Energy Field Services, Inc October 2003 — January 2006
Oppenheimer Funds, Inc April 2000 — October 2003

Skills
Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Finance, Internal Controls, Auditing, Accounting, Mergers & Acquisitions, Portfolio Management, Credit, Account Reconciliation, Credit Risk, Cash Flow, Sarbanes-Oxley Act, Corporate Finance, Contract Negotiation, Commodity Markets, Management, Valuation, Due Diligence, Commodity, Trading, Training, Internal Audit, Project Finance, Budgets, Cash Management, Project Management, Collaborative Problem. Credit Analysis, Relationship Management, Research, Treasury, Analysis, Energy, Forecasting, Natural Gas, Strategy, Petroleum, Crude, Accounts Payable &. Journal Entries, Collections Management, Inventory Management

Education
University of Houston
Bachelor of Business Administration, Finance

University of Houston
Bachelor of Science, Psychology

Bob AganBob Agan Greater Denver Area

Experience
Oppenheimer Funds Inc. March 1997 — Present
Kemper Financial 1989 — 1997

Skills
Mutual Funds, Asset Managment, Series 63, Series 7, Alternative Investments, Securities, Investments, Financial Modeling, Equities, Fixed Income, Asset Allocation, Portfolio Management, Valuation, Leadership, Bloomberg, Banking, Management, Investment Strategies, Financial Analysis, Wealth Management, Investment Advisory, Financial Services, Hedge Funds, Asset Management, Capital Markets, Investment Management, FINRA, Derivatives, Relationship Management, Series 24, Risk Management

Education
Missouri State University 1984 — 1988
BS Cum Laude, Economics Accounting

Jendayi Harris, MAJendayi Harris, MA Denver, Colorado

Experience
McGhee Productivity Solutions August 2014 — Present
Next Level Therapy, LLC August 2012 — March 2015
OppenheimerFunds January 2012 — September 2012
Oppenheimer Funds, Inc October 2006 — January 2012
AllianceBernstein September 2005 — April 2006
Ameriprise Financial Advisors September 2002 — September 2005

Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Series 6, professional speaking, presentation, presentation material, Talent Smart Emotional. Talent Smart Strengths. Emotional Fitness, Training Facilitation, Motivational Speaking, Building Relationships, Relationship Management, Presentation Material, Sales, Sales Presentations, Public Speaking, Personal Development, Business, Training, Leadership, Leadership Development, Strategy, Start-ups, Therapists, Psychotherapy, CRM, Financial Services, Wellness Coaching, Management, Business Development, Nutritional Counseling, Emotional Intelligence, Relationship Building, Program Management, Consulting, Lifestyle Coaching, Time Management, Counseling Psychology, Small Business, Strategic Planning, Team Building

Education
Colorado Christian University 2009 — 2012
Master’s Degree, Counseling Psychology, 3.9 GPA

Seton Hall University 1998 — 2002
B.S., Business Administration, 3.3 GPA/3.7 GPA in Marketing Concentration

Institute for Integrative Nutrition 2005 — 2006
Holistic Health Counseling, Foods, Nutrition, and Wellness Studies, General

Cherokee High School
Diploma, Business

James WileyJames Wiley Rochester, New York Area

Experience
Skillsoft September 2004 — Present
PUBLIC ABSTRACT CORPORATION April 2003 — September 2004
OPPENHEIMER FUNDS INC November 2002 — April 2003
BITS2 September 2000 — November 2002
OPPENHEIMER FUNDS INC August 1998 — September 2000
Analyst International Corporation March 1997 — July 1998
SUNY Brockport (Educational Opportunity Center) July 1996 — March 1997
Mallinckrodt Medical Inc December 1995 — May 1996
First Federal Savings and Loan May 1994 — December 1995

Skills
Juniper, Network Security, Switches, Red Hat Linux, Cisco Technologies, Firewalls, Routers, Servers, Ubuntu, F5 BigIP, Data Center, Network Design, Disaster Recovery, Checkpoint, Computer Security, MySQL, Networking, Linux, Network Administration, VPN, IP, Nagios, Databases, Cisco IOS, Storage, Solaris

Education
STATE UNIVERSITY OF NEW YORK AT BROCKPORT
Bachelor of Science, Computer Science

Onondaga Community College
Associate of Science, Computer Science

Ashley McCaigAshley McCaig Littleton, Colorado

Experience
Allied Insurance a Nationwide Company November 2013 — Present
CALM Water Control Company, LLC January 2010 — November 2014
Oppenheimer Funds Inc. May 2013 — August 2013
Highlands Ranch Community Association March 2012 — December 2012

Skills
Financial Analysis, Legal Compliance, Legal Writing, Sales, Direct Marketing, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Interpersonal. Analysis, Marketing, Strategic Planning, Microsoft Word, Time Management, Problem Solving, PowerPoint, Team Building

Education
Thomas Jefferson School of Law 2010 — 2012
Law

Fort Lewis College 2004 — 2007
Bachelor of Arts (BA), English Communications

Chatfield Senior High

Cynthia MollnerCynthia Mollner Englewood, Colorado

Experience
Penny Lane Assisted Living February 2014 — Present
Abbey Road Residential Assisted Living March 2012 — October 2013
Oppenheimer Funds, Inc July 1993 — December 2009

Skills
Microsoft Office, Outlook, Event Planning, Leadership, Management, Accounts Payable, PowerPoint, Fundraising, Microsoft Excel, Invoicing, Teamwork, Customer Service

Education
Arapahoe Community College 1991 — 1993
Secretarial Science

 

Sam FreedmanSam Freedman Phoenix, Arizona Area

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

Alex MackzumAlex Mackzum Greater Denver Area

Experience
Oppenheimer Funds, Inc May 2006 — May 2011
Oppenheimer Funds, Inc June 2001 — May 2006
Access Data Consulting Corporation March 1996 — May 2001
MCI 1994 — 1996
Cap Gemini America 1992 — 1994

Education
California State Polytechnic University-Pomona 1988 — 1992

Bud ScullyBud Scully Raleigh-Durham, North Carolina Area

Experience
Dunham & Associates May 2011 — Present
ING RETIREMENT SERVICES January 2007 — June 2010
OPPENHEIMER FUNDS, INC December 2004 — May 2007
FRANKLIN-TEMPLETON INVESTMENTS February 1996 — May 2004

Skills
Mutual Funds, Investments, Retirement Planning, Retirement, Leadership, Selling, Financial Advisory, 401k, Management, Sales, Financial Services, Marketing, Marketing Communications, Banking, Sales Operations

Education
Duquesne University 1968 — 1970

Scott CottierScott Cottier Rochester, New York Area

Experience
Oppenheimer Funds Inc. September 2002 — Present
OppenheimerFunds, Inc., Rochester Division, Rochester, New York 2002 — Present
Victory Capital Managment June 1995 — August 2002

Skills
Investment Strategies, Capital Markets, Tactical Asset. Asset Allocation

Education
Harvard University, John F. Kennedy School of Government 2012 — 2012
Behaviroal Finance

Case Western Reserve University — Weatherhead School of Management 1994 — 1997
MBA

John Carroll University 1990 — 1994
Mathematics

Aaron RichAaron Rich Greater Denver Area

Experience
The Mutual Fund Store October 2009 — Present
S&S Books, LLC March 2013 — Present
Trilogy Financial Services April 2009 — October 2009
Oppenheimer Funds Inc 2006 — 2009
Wal-Mart September 2001 — December 2006

Skills
Investments, Mutual Funds, Series 7, Financial Services, Team Building, Asset Management, Sales, Leadership, Call Centers, Insurance, Risk Management, Relationship Management, IRAs, Roth IRA, Series 65, Trusts, SEP IRA, Simple IRA, 401k, 401k Rollovers, 403 b, Wealth Management. Securities, Portfolio Management, Variable Annuities, Retirement Planning, Retirement Savings, Qualified Retirement. Series 63, Series 6, Coverdell, 529 Plans, Asset Allocation, Microsoft Excel, Banking, Process Improvement, Finance, CRM, Fixed Annuities, Wealth Management, Strategic Financial. FINRA, Retirement, Investment Advisory

Education
Metropolitan State University of Denver 2008 — 2012

Mile High Adventist Academy 1984 — 2006

Venky NeeleeVenky Neelee Greater New York City Area

Experience
OppenheimerFunds March 2012 — Present
Oppenheimer Funds Inc. March 2012 — Present
BSQ Analysts Inc September 2010 — Present
Dexia Credit Local October 2011 — February 2012
Hansoft Inc July 2006 — August 2010
Advent 2010 — 2010
Wellington Management July 2006 — October 2008

Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Gathering, Integration, Fixed Income, Analysis, Requirements Analysis, Management, Portfolio Management, Markit EDM certified.

Education
BHARATIYA VIDYA BHAVAN 1996 — 1997
PGDPR, Public Relations

ICBM 1995 — 1997
MBA, Marketing, Advertising

BHARATIYA VIDYA BHAVAN 1995 — 1996
PGDAM, Marketing & Advertising

National Institute of Information Technology 1992 — 1995
ADSM, Software Programming

Suzie LopataSuzie Lopata Greater Denver Area

Experience
Oppenheimer Funds Inc. 1993 — Present

Skills
Mutual Funds, Money Market, Fixed Income

Education
University of Colorado Denver 2005 — 2007
MBA, Business

University of Northern Colorado 1979 — 1982
BS, Business Administration

Lisa (Drury) OgrenLisa (Drury) Ogren Greater Denver Area

Experience
OppenheimerFunds 2002 — Present
Oppenheimer Funds Inc. 2002 — Present
Accenture (Andersen Consulting) 1992 — 1996

Education
University of Michigan — Stephen M. Ross School of Business
MBA, Finance & Marketing

University of Notre Dame
BA, German & Computer Applications

Kelly HaneyKelly Haney Greater Denver Area

Experience
Oppenheimer Funds, Inc 1994 — Present
PSO 1994 — 1994
Farmland Foods 1990 — 1994
Electronic Data Systems 1984 — 1989

Skills
Application Development, Data Warehousing, Business Intelligence, Cognos, Customer Relations, MDM, Master Data Management, Software Development, Process Improvement, ETL, Business Analysis, Vendor Management, Data Modeling, Customer Service, Requirements Gathering, SDLC, Oracle, Visio, Management, Enterprise Architecture, Business Process, Analytics, Business Process. Requirements Analysis, IT Strategy, Software Project. Business Objects, Financial Services, CRM, PMP, Integration, SharePoint, Project Portfolio. Business Requirements, Agile Project Management, Risk Management, Relationship Management, Program Management, Enterprise Software, Agile Methodologies, Disaster Recovery, PMO, IT Management

Education
University of Nebraska-Lincoln 1981 — 1984
Bachelors, Business

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