Strong interpersonal skills with the ability to communicate amongst a wide audience. Relied on, and trusted, to follow up until job completion. Organize, and prioritize, all Account Services responsibilities. Detailed-oriented, and excellent at arranging, and completing, projects under constant time pressure. Self–taught, and accomplished, working with many investment advisor software systems throughout my career. Knowledgeable of all Microsoft Office applications (fluent in excel and word). Quite accustomed to change while multitasking with speed and accuracy. A pronounced work ethic has been at the center of my success.
Cheryl Cowan
Senior Director
Oppenheimer & Co Inc
United States, New Jersey, Middletown
About Me
Profile Information
Senior Director
Oppenheimer & Co Inc
Investment Team
Investor
Fund of Funds
Middletown
New Jersey
United States
Jan 13, 2025
Keylinks
More profiles to browse
MP
Marlo Palumbo
Managing Director - Director of Research - Alternative Investment Group
John Hellier
Senior Managing Director
CN
Christopher Nash
Senior Director of Investments
VB
Vineet Bhalla
Managing Director
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation