BW

Brad Watkins

Chief Financial Officer at Oppenheimer Holdings

Brad Watkins has a diverse work history that spans over two decades. Brad is currently serving as the Chief Financial Officer at Oppenheimer & Co. Inc. since August 2022. Prior to this, Brad worked at KPMG for seven years, starting in October 2015, where they held the position of Partner until August 2022. Before joining KPMG, they worked at Proskauer Rose LLP as a Legal Assistant Intern from 2001 to 2002. However, their most extensive experience was at KPMG, where they started as a Senior Manager in September 2003 and remained in that role until August 2022. In this role, they provided professional audit services to several large financial service companies, adhering to PCAOB requirements and U.S. GAAP.

Brad Watkins completed their Bachelor of Science (B.S.) in Accounting from New York University (NYU) in the years 1999 to 2003. During this time, they attended NYU Stern School of Business as well. Prior to that, Brad attended Morris Hills from 1995 to 1999, but no specific degree or field of study information is available for this institution. Furthermore, no information is provided about Brad's educational experience at Copeland. Additionally, in August 2022, Brad obtained the certification of Series 27 - Financial and Operations Principal from FINRA.

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Previous companies

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Timeline

  • Chief Financial Officer

    August, 2022 - present

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