Dan Scannell Joins Oppenheimer as Managing Director/Complex Manager of Firm's North Carolina Branch System
08 Outubro 2009 - 10:36AM
PR Newswire (US)
NEW YORK, Oct. 8 /PRNewswire/ -- Oppenheimer & Co. Inc., a unit
of Oppenheimer Holdings, is pleased to announce that Dan Scannell
joined the firm as Managing Director and Complex Manager of its
North Carolina branches in Asheville, Greensboro and Charlotte, NC.
Dan reports to Mark Whaley, Managing Director - National Sales.
"Dan is focusing on growing Oppenheimer's franchise in Asheville as
well as throughout the state. His goal is to make Oppenheimer the
investment firm of choice for affluent investors in the Southeast.
His experience as a branch manager and divisional training officer,
along with his understanding of how to excel as a Financial Advisor
and his commitment to the area, make him an outstanding choice,"
Mark Whaley said. Before moving to Oppenheimer, Dan spent 18 years
at Smith Barney, where he assumed a series of positions of
increasing responsibility. He began work there as a Financial
Advisor and was part of the company's Blue Chip Council, which
recognized the top new Financial Advisors at the firm. After five
years as a Financial Advisor, he became Divisional Training Officer
for Smith Barney's Southern Division in 1996. The next year, he
became Assistant Branch Manager in Atlanta. Subsequently, he moved
to North Carolina in 1999, where he oversaw the Asheville,
Hendersonville, Franklin and Brevard branches in the western part
of the state. "A number of factors made Oppenheimer attractive to
me," Mr. Scannell explained. "I was impressed by the wealth of
experience and credentials of the Financial Advisors in our North
Carolina branches. We are looking forward to adding more Financial
Advisors of the same caliber." "To this end," he added, "I know we
will be supported by the Firm's management, which has already
enabled Oppenheimer to expand its presence in North Carolina." "I
think that Dan's enthusiasm and his respect for Oppenheimer's
unique culture will allow him to forge the vision we share for
North Carolina," Mr. Whaley concluded. Oppenheimer & Co. Inc.
(Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc.
(OPY on the New York Stock Exchange), provides a full range of
wealth management, securities brokerage and investment banking
services to high-net-worth individuals, families, corporate
executives, local governments, businesses and institutions. Certain
statements in this release may constitute "forward-looking
statements" within the meaning of the Private Securities Litigation
Reform Act of 1995. These statements involve a number of risks,
uncertainties and other factors that could cause actual results to
differ materially, as discussed in the Company's filings with the
Securities and Exchange Commission. DATASOURCE: Oppenheimer &
Co. Inc. CONTACT: Mark Whaley, for Oppenheimer & Co. Inc.,
+1-212-825-4327
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