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OppenheimerFunds completes private client, trust & family office teams.

Global Banking News-April 10, 2015--OppenheimerFunds completes private client, trust & family office teams

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Global Banking News - 10 April 2015

OppenheimerFunds, a company involved in global asset management, has said that it has fully staffed its team covering private clients, bank trusts and family offices, in line with the company's plans to expand its core retail base and increase its capabilities in the ultra-high-net-worth market.

OppenheimerFunds has recently named Nancy Bong as strategic account manager on the team. She and fellow strategic account manager, Josean Fernandez, have primary responsibility for managing the company's relationships with the private banks, national trust companies and regional and super-regional banks that comprise OppenheimerFunds' Strategic Account list.

Bong was previously with Neuberger Berman, where she managed relationships with clients in the Private Bank and Trust channel. Previously, she worked at Lehman Brothers and Goldman Sachs (NYSE: GS).

In addition to Bong and Fernandez, there are five sales directors who cover trusts, family offices and the local offices of several Strategic Account clients including Joe Stellato in Northeast, Tom Winnick in Mid-Atlantic, Justin Goldstein in Southeast, Chris Saul Central and Matt Brown in West.

OppenheimerFunds manages more than USD237bn in assets for over 13.5 million shareholder accounts, including sub-accounts as of March 31, 2015.

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Publication:Global Banking News (GBN)
Date:Apr 10, 2015
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