Oppenheimer Holdings
Jeff Palma is an experienced professional in asset management, currently serving as Executive Director at Oppenheimer & Co. Inc. since August 2015, where responsibilities include overseeing operations related to trading, accounting, and billing for Portfolio Advisory Services, as well as implementing new corporate action procedures. Prior to this role, Jeff held the position of Senior Director at ARCHER from May 2013 to July 2015, managing middle and back-office functions. Earlier career experience includes working at Citi from 2005 to 2013 as Assistant Vice President, managing corporate actions and overseeing reconciliation for a substantial number of accounts. Jeff's career began at Gannett - Daily Record as an Inside Sales Representative from 2002 to 2005. Educational qualifications include attendance at Chatham High School, County College of Morris, and Kean University.
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Oppenheimer Holdings
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Oppenheimer Holdings is an investment bank and full-service investment firm offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide.