|
|
Bios
To meet our clients needs and desires, we have regionalized Cash Management. This allows us to best serve our clients on a local basis.
The Cash Management Groups work together to ensure each and every account is structured suitably, and that adherence to your key issues, such as investment policy statements, changing market conditions, and interest rate movements are monitored.
Being headquartered in 3 major financial centers allows us to be available to meet your needs quickly.
Portfolios are generally serviced by the team and staff in each region, but are assigned to one point person.
New York
(800)-227-1663
Fax (212)-716-8045
R. Neal McElroy
Executive Director - Investments
212-716-8243
neal.mcelroy@opco.com
Mr. McElroy joined Oppenheimer in 1985. His primary areas of focus are Corporate Cash Management, and Asset Management Consulting. Mr. McElroy has been a featured speaker at the Philadelphia Treasury Management Association, and was quoted in various industry publications. Prior to joining CIBC Oppenheimer, Mr. McElroy was employed at J & W Seligman. Mr. McElroy holds a Bachelor of Science from the University of Vermont.
Chicago
312-360-5609
800-621-2103
Sherri Castner
Executive Director - Investments
(312) 360-5609
sherri.castner@opco.com
Ms. Castner has over sixteen years experience with fixed income
products, including over seven years in the corporate cash business.
Her clients invest over $1 billion in short-term assets with
Oppenheimer & Co. Inc. Ms. Castner heads the Chicago Cash
Management Group.
Sherri began her securities career in 1988 with Bankers Trust
Company. She left her role as Supervisor of Accounting and Operations
in 1992 to expand her experience within the Portfolio Management
Division. In 1993 she accepted the title of Short Term Income Trader
for the firm's subsidiary, BT Securities. She transitioned from
a trading to sales position when she joined Oppenheimer in 1997.
Sherri received her B.S. Degree from Pennsylvania State University
with a major in Finance and Quantitative Business Analysis.
She holds the General Securities Representative license (Series 7) and
the Uniform Combined State Law Exam (Series 66).
Kevin Randick
Executive Director - Investments
(312) 360-5971
kevin.randick@opco.com
Kevin Randick has extensive experience as a Short-Term Fixed Income Specialist emphasizing taxable and tax-exempt fixed income investments and portfolio strategy. For over eleven years, Mr. Randick has worked with both public and private companies, money market funds, foundations and wealthy individuals in designing their investment policies and strategies.
Prior to joining Oppenheimer, Mr. Randick spent nine years at Credit Suisse where he helped manage over $7 billion in corporate cash investments. Before Credit Suisse, Kevin was in the Short-Term Fixed Income Group at Paine Webber and in the Foundations and Endowments Division at the Northern Trust Company, with an emphasis on financial reporting.
Mr. Randick received a MBA from the University of Chicago.
Cynthia Wheeler
Senior Financial Associate
(312) 360-5972
cynthia.wheeler@opco.com
Cynthia joined Oppenheimer in 2009. She is a liaison for clients needs and is responsible for daily operations such as wire transfers, account documentation, and reporting. Cynthia has 6 years experience in Corporate Cash Management, formerly at Credit Suisse. She holds a BS in Business Administration from Kansas State University with a major in Finance.
Jeanine Thorsen
Senior Financial Associate
(312) 360-5517
jeanine.thorsen@opco.com
Jeanine re-joined Oppenheimer Chicago branch in 2007. Previously, Jeanine was a Short-Term Municipal Trader at Loop Capital Markets, Inc. in Chicago. Her responsibilities included trading VRDN’s, Commercial Paper and working with Bankers to bring new issues to the market.
Prior to moving to Chicago, Jeanine began her career in 1995 at Oppenheimer in New York; in 1997 she accepted the position of Short Term Fixed Income Trader, where she was responsible for trading Certificate of Deposits and Commercial Paper. Jeanine was promoted to Director on The Fixed Income Liaison Desk at CIBC Oppenheimer. Her responsibilities included collaborating with multiple Fixed Income products to provide offerings to the Sales Force focusing in the following products: Agencies, Certificate of Deposits, Commercial Paper and Corporate Bonds. Jeanine received her B.S. Degree from Rider University with a major in marketing. She holds the General Securities Representative license and passed the Uniform State Law Exam.
San
Francisco
415-438-3007
800-531-3649
Steven Goldenberg
Executive Director - Investments
(415) 438-3008
steve.goldenberg@opco.com
Mr. Goldenberg has been with Oppenheimer since 1996. He has run the west coast Cash Management Group since joining the firm. He has over 20 years of experience in fixed income strategies and investments. Prior to joining Oppenheimer in 1996 as a Senior Vice President, Steve spent 5 years at Smith Barney. From 1980 until joining the brokerage industry, he worked for two software companies MicroPro (WordStar) and Software Publishing Corporation (Harvard Graphics) in corporate Treasury. Steve holds an BS from Menlo School of Business Administration, and a MBA from College of Notre Dame.
Brian Murphy
Vice President - Investments
(415) 438-2903
brianc.murphy@opco.com
Brian has been with Oppenheimer since 1998. He is responsible for the short end of the curve, primarily with securities that mature within two years, focusing on Agency Securities, Muni's, Corporate's and Commercial Paper. Brian has a BA degree from the University of Washington.
Maura Ceccoli
Registered Client Service Associate
(415) 438-3007
maura.ceccoli@opco.com
Ms. Ceccoli joined Oppenheimer in 2003. She coordinates wire transfers, account documentation, and other reporting and client needs for the San Francisco Cash Management Group. Prior to joining Oppenheimer she worked for the State of California, Department of Industrial Relations and Charles Schwab. She has a Bachelors in Business Administration from Northwood University.
|
|
