Oaktree Advisors Employee Directory

Oaktree Advisors corporate office is located in 6666 Passer Rd Ste 4, Coopersburg, Pennsylvania, 18036, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Legal

Operations

Key Employees of Oaktree Advisors

BT
Benjamin Tenag...
Vice President & Portfolio Manager
PhoneEmail
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PhoneEmail
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Oaktree Advisors Global Presence

Location	People at location
North America	1-10
South America	1-10

Index of contact profiles from Oaktree Advisors

Hundreds of professionals searching for Oaktree Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

NK
Nadim Kayyali
Email Direct
Partner
United States , Pennsylvania , Coopersburg

BE
Benjamin Eichman
Email Direct
Financial Advisor
United States , Pennsylvania , Coopersburg

TF
Trudy Fearon
Email Direct
Financial Advisor
United States , Pennsylvania , Coopersburg

GK
Gabrielle Krupa
Email Direct
Client Services Representative
United States , Pennsylvania , Coopersburg

DL
Danielle Lahneman
Email Direct
Client Services Representative
United States , Pennsylvania , Coopersburg

LH
Lucy Hershman
Email Direct
Financial Advisor
United States , Pennsylvania , Coopersburg

TA
Tim Armstrong
Email Direct
Business Consultant
United States , Pennsylvania , Coopersburg

PE
Paul Eichman
Email Direct
Principal
United States , Pennsylvania , Coopersburg

HS
Hashem Sabbagh
Email Direct
Partner
United States , Pennsylvania , Coopersburg

YO
Yasmine Odeh
Email Direct
Legal Associate
United States , Pennsylvania , Coopersburg

BT
Benjamin Tenaglia
Email Direct
Vice President & Portfolio Manager
United States , Pennsylvania , Coopersburg

Former Employees at Oaktree Advisors

Explore people who held key positions, contributed to Oaktree Advisors's success, and advanced their careers.

JK
Jane Kapinas
Retiring From the Busi... at Snelling
Worked as Vice President, Trust Services Representative
at Oaktree Advisors (2016-2018)
Email Direct

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Frequently Asked Questions Regarding Oaktree Advisors Employees

How many employees does Oaktree Advisors have?

Oaktree Advisors has 1-10 employees

Who are Oaktree Advisors key employees?

Some of Oaktree Advisors key employees are Benjamin Tenaglia

Where is Oaktree Advisors located?

Oaktree Advisors’s headquarters are located at 6666 Passer Rd Ste 4, Coopersburg, Pennsylvania, 18036, United States

How do I contact Oaktree Advisors?

Oaktree Advisors Contact Info: Phone number: (610) 882-5670 Website: www.oaktree-online.com

What does Oaktree Advisors do?

Oaktree Advisors is a family-owned firm specializing in personalized Retirement Income Planning and Wealth Management. They offer a wide range of services including retirement planning strategies, wealth management, annuities, and long-term care solutions. The company is dedicated to treating clients like family, providing tailored financial strate... Read More

Is Oaktree Advisors a public company?

Oaktree Advisors is private company therefore does not currently have an official ticker symbol

See more information about Oaktree Advisors Employees