Charles Moreau is a eficient professional, who works in Oppenheimer & Co. Inc main office of which is in 4. as a Executive Director - Co-Head, Corporate Client Marketing since 2017. This expert gained professional experience in more than nine positions at different companies. Charles Moreau went to the William P. Carey School of Business and was studying there from 1999 to 2003. Phoenix, Arizona is the area, where this expert was known to live. This expert's email address and number are easily accessed through this website on demand.
Name variants:
Charlie Moreau,
Chad Moreau,
Chas Moreau,
Chuck Moreau,
Karl Moreau
Last updated Jul 06, 2024
Contact Information
Last Update
Jul 14, 2022
Email
cm**@yahoo.com, ch**@msn.com
Location
Phoenix, AZ
Company
Oppenheimer & Co. Inc.
Workplace
Executive Director - Co-Head, Corporate Client Marketing
Work History
Executive Director - Co-Head, Corporate Client Marketing
85 Broad St, New York, NY 10004
from May 2017
Co-Head of Corporate Access, Director
300 Vesey St, New York, NY 10007
Contributed to new revenue-generating clients for the firm through management of an independent Corporate Access Sales team Co-Managed the entire proprietary event execution cycle including ...
Jul 2013 — Sep 2014
Co-Head of Corporate Access, Director
See KCG Holdings, Inc.
Feb 2012 — Jul 2013
Associate
4100 east Mississippi Ave, Denver, CO 80246
Helped manage investor outreach strategies for a selection of micro-cap companies and ensured effective disclosure and compliance was maintained in conjunction with the firm's affiliate (see...
Mar 2005 — Dec 2007
Analyst
Provided independent research and analytical support to multiple buy-side institutional accounts and WJB Capital Group, Inc.; an agency only broker-dealer. Initial services to WJB Capital Gr...
Mar 2005 — Dec 2007
Equity Capital Markets Analyst
777 east Wisconsin Ave, Milwaukee, WI 53202
Completed Investment Banking training program and worked in the Equity Syndicate Department Analyzed equity offering trends including registered direct and PIPE transactions Assisted with eq...
Jun 2003 — Feb 2005
Co-Head, Corporate Access
300 Vesey St, New York, NY 10007
KCG is a leading independent securities firm offering investors a range of services designed to address trading needs across asset classes, product types and time zones. As one of the world'...
Education
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Director
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Equities
Valuation
Series 7
Capital Markets
Series 63
Hedge Funds
Finra
Trading
Equity Research
Bloomberg
Securities
Investor Relations
Equity Trading
Equity Valuation
Investment Banking
Series 24
Asset Management
Derivatives
Mutual Funds
Financial Modeling
Options
Financial Analysis
Financial Markets
Investments
Alternative Investments
Portfolio Management
Financial Services
Passed Level 1 Exam of the Cfa Program
Series 79
Series 86
Series 87