Oppenheimer Holdings
Treva N.

Treva N.

Associate Director - Financial Planning at Oppenheimer Holdings

About

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Manager

Jeff Alfano

EVP & CFO

Peers

Gabriela Javier

Senior Financial Associate

Brad Watkins

Chief Financial Officer

Michael Angelo

Director, Head Of Technology Finance

Reports

Emily Bascom

Financial Planning Associate

Ilanyi Ramirez

Accounting Analyst

Timeline

Associate Director - Financial Planning
November, 2023 - present
Associate Financial Professional
July, 2023
Registered Client Associate
May, 2022
Client Associate
November, 2020

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