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  • Team Map

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    This document outlines the 2015 territory map for the Private Client, Trust and Family Office Group. It lists the strategic account managers and their contact information for each region of the United States, including the West, Central, Southeast, Mid-Atlantic, and Northeast regions. It also lists the sales support staff and their roles, as well as the client service manager, executive assistant, and regional boundaries.

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    This document outlines the 2015 territory map for the Private Client, Trust and Family Office Group. It lists the strategic account managers and their contact information for each region of the United States, including the West, Central, Southeast, Mid-Atlantic, and Northeast regions. It also lists the sales support staff and their roles, as well as the client service manager, executive assistant, and regional boundaries.

    Copyright:

    © All Rights Reserved
    Scarica in formato PDF, TXT o leggi online su Scribd
    Segnala contenuti inappropriati
    64 visualizzazioni1 pagina

    Team Map

    Caricato da

    api-247644767
    This document outlines the 2015 territory map for the Private Client, Trust and Family Office Group. It lists the strategic account managers and their contact information for each region of the United States, including the West, Central, Southeast, Mid-Atlantic, and Northeast regions. It also lists the sales support staff and their roles, as well as the client service manager, executive assistant, and regional boundaries.

    Copyright:

    © All Rights Reserved
    Scarica in formato PDF, TXT o leggi online su Scribd
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    di 1

    Private Client, Trust and Family Office Group

    2015 Territory Map


    Head of Private Client,
    Trust and Family Office Group

    Sales

    Sales Support

    West

    Matt Brown
    Director
    415 470 6236
    mbrown@ofiglobal.com

    Lindsey Larrabee
    Associate Director
    646 574 7372
    llarrabee@ofiglobal.com

    Central

    Chris Saul
    Managing Director
    646 578 7481
    csaul@ofiglobal.com

    Josean Fernandez, CAIA


    Managing Director
    212 323 4273
    jyfernandez@ofiglobal.com

    Southeast

    Justin Goldstein
    Director
    212 323 5930
    jgoldstein@ofiglobal.com

    Nancy Bong, CFA, CAIA


    Managing Director
    212 323 4098
    nbong@ofiglobal.com

    Mid-Atlantic

    Tom Winnick
    Managing Director
    917 670 6531
    twinnick@ofiglobal.com

    Northeast

    Joe Stellato, CFA


    Director
    212 323 0745
    jstellato@ofiglobal.com

    Ned Dane
    Senior Vice President
    212 323 4648
    ndane@ofiglobal.com

    Region

    Strategic Account Managers

    Client Service Manager


    Terrie Liu
    Assistant Vice President
    212 323 5338
    tliu@ofiglobal.com

    Executive Assistant

    WA

    ND

    MT

    MN

    AK

    Effie Zarmakoupis
    212 323 4126
    ezarmakoupis@ofiglobal.com

    WI

    SD

    ID

    OR

    Ron Ongaro
    Associate Director
    212 323 0644
    rongaro@ofiglobal.com

    WY

    NV
    HI

    UT

    MI

    IA

    NE

    IL
    CO

    NY

    WV

    KY

    CA
    OK
    AZ

    NM

    TN

    AR
    MI

    TX

    PA

    OH

    IN

    MO

    KS

    AL

    Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc., 225 Liberty Street, New York, NY 10281-1008
    2015 OppenheimerFunds Distributor, Inc. All rights reserved.
    DS1000.501.04013 May xx, 2015

    VA
    NC

    GA

    SC

    LA

    FL

    For Institutional Use Only. This material has been prepared by OppenheimerFunds Distributor, Inc. for institutional investors only.
    It has not been filed with FINRA, may not be reproduced and may not be shown to, quoted to or used with retail investors.

    ME

    VT
    NH

    CT
    NJ
    DE
    MD

    RI

    MA

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