Experiences at Oppenheimer

I was a full service Registered Senior Financial Associate. I worked in partnership with two million dollar producers and executed all administrative and trading duties for our clients. I created new accounts and maintained the files for compliance. Created my own correspondence for our clients. Created and enhanced client relationships. We had over 400 accounts....

My previous experience as a registered sales assistant and investment banking experience made me a good fit for the job. I moved to Oppenheimer with another broker.

Stockbroker specializing in money management consulting for corporate retirement plans, foundations, endowments, and high net-worth individuals and families. Primary business done with independent portfolio managers, mutual funds, and variable annuities. Held Series 7 and 63 licences.