Stella Desantis
Senior Director @ Oppenheimer | Business Relationship Management, Securities
- Role
- Senior Director - Investments at Oppenheimer & Co. Inc.
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stella Desantis
As a Senior Director - Investments at Oppenheimer & Co. Inc, I have over 28 years of…
Experience
Senior Director - Investments
Jun 2013 — Present
call me at 61••••••02 (mobile)or my 61••••••31or toll free 87••••••04
Skills
- 401(K) Rollovers
- Retirement Savings
- Relationship Management
- Wealth-Preservation Strategies
- Securities
- Multigenational Wealth Transfer Strategies
- Risk Management Strategies
- Stock Due Diligence
- Retirement Plan Consulting
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