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This profile was last updated on 9/4/14  and contains information from public web pages and contributions from the ZoomInfo community.

Senior Vice President Distributio...

Local Address: Frisco, Texas, United States
OFI Global Asset Management Inc
225 Liberty Street
New York, New York 10281
United States

Company Description: OFI Global Asset Management consists of OppenheimerFunds, Inc. and certain of its advisory subsidiaries, including OFI Global Asset Management, Inc., OFI Global...   more
Background

Employment History

  • Director of Chief Executive Officer
    OFI Global Asset Management Inc
  • Director of Chief Executive Officer Advisor Institute
    OppenheimerFunds , Inc.
  • Vice President Distribution
    OppenheimerFunds , Inc.
  • Director of Chief Executive Officer
    Advisor Institute
  • Director of Advanced Business Development and Teams
    Citi
  • Director of Team Initiatives
    Citi
  • Senior Vice President, Director, Team Development and Consulting
    Citi
  • Director of Global and Strategic Partner Development
    Morgan Stanley Smith Barney
  • Senior Vice President
    Morgan Stanley Smith Barney
  • Director of Advanced Business Development
    Morgan Stanley Smith Barney
  • Financial Advisor, Branch and Complex Manager
    Merrill Lynch & Co. Inc
  • Branch and Complex Manager and Financial Adviser
    Merrill Lynch & Co. Inc

Board Memberships and Affiliations

28 Total References
Web References
Authors – OppenheimerFunds Blog
blog.oppenheimerfunds.com, 16 Oct 2014 [cached]
Paul Blease, Director of CEO Advisor Institute, has more than 25 years of experience in the financial services industry. He has served as a successful financial advisor, branch and complex manager at Merrill Lynch, and as a senior executive responsible for designing and developing Smith Barney's Advanced Business Development and Team Training Program.
Now, as a nationally recognized thought leader, Paul helps financial advisors and
OppenheimerFunds Inc. said ...
www.thedeal.com, 16 Dec 2011 [cached]
OppenheimerFunds Inc. said Paul Blease joined the firm's distribution group as director of the CEO adviser institute. Blease comes in from Morgan Stanley Smith Barney, where he was director of advanced business development. Prior to that, Blease was a branch and complex manager and financial adviser at Merrill Lynch & Co.
- PAUL BLEASE, SVP, ...
www.nic.net4u.nl, 4 July 2007 [cached]
- PAUL BLEASE, SVP, Director,Team Development & Consulting, Citigroup Smith Barney
InvestmentNews Custom Media sits down ...
www.investmentnews.com, 20 May 2014 [cached]
InvestmentNews Custom Media sits down with Paul Blease, head of OppenheimerFunds' CEO Advisor Institute, to discuss the highlights from the first season of Practice Makeover. episode coverage
...
Paul Blease, Director of CEO Advisor Institute at OppenheimerFunds walks through the major differences and issues.
...
And I'm here with Paul [UNKNOWN], the director of the CEO Advisor Institute at Oppenheimer funds. Paul has 25 years of experience as a financial advisor, complex manager, and one of the top minds in the investment advice industry.
...
For more information, and to watch the full season of Practice Makeover, tune in to InvestmentNews.com/practicemakeover, and for more thoughts and tips from Paul Blease and Oppenheimer Funds, tune in to Oppenheimerfunds.com/CEOAdvisor. Thank you very much for joining us, and for tuning in today. [MUSIC] [MUSIC]
by Paul Blease, Director, ...
blog.oppenheimerfunds.com, 1 Oct 2014 [cached]
by Paul Blease, Director, CEO Advisor Institute
...
Tagged CEO Advisor Institute, Paul Blease, professional development
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