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
David Dodson
Executive Director - Investments, Portfolio Manager, OMEGA Portfolio Management
RL
Robert Lowenthal
President and Chief Executive Officer
MW
Mark Whaley
Executive Vice President of Strategic Initiatives
DC
Douglas Cameron
Managing Director, Consumer Investment Banking
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc