Oppenheimer Holdings
Luis Vega is an Operations Specialist at Oppenheimer & Co. Inc., responsible for supporting the Purchase and Sales Department and managing Equity Clearing transactions. Previous experience includes a role as a Filing Associate at GlobeTax, where Luis compiled Tax Reclamation Claims and coordinated with various departments to ensure accurate documentation for clients. Additionally, Luis served as a Staff Accountant at The Kahan Group CPAs LLC, where responsibilities included client outreach, data entry, and the preparation of financial statements and tax returns. Luis obtained an MBA and a BBA in Finance from Long Island University, enhancing a solid foundation in business and finance.
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.