NEW YORK, March 30 /PRNewswire/ -- Oppenheimer & Co. Inc. is pleased to announce that David Fields joined the firm as Executive Director – Investments and Branch Manager in its Newport Beach office in Southern California. David reports to Bob Okin, Executive Vice President – National Sales.
Before moving to Oppenheimer, David spent most of his career at Smith Barney after periods at Prudential-Bache and Merrill Lynch. He joined Smith Barney's Buffalo office in 1999 as a producing sales manager. Subsequently, he moved to New York City, first as a regional sales and training officer, then as assistant to the Northeast Divisional Director. From 2004 to 2006, he was assistant manager of the company's top-producing Fifth Avenue branch. In 2006, he relocated to California and became branch manager of the company's Carlsbad, California office.
"In joining Oppenheimer," David Fields explained, "I'm joining an organization that is extremely well positioned for success. I think the future in the financial services industry lies with fast-growing, nimble organizations like Oppenheimer. Its flat management structure brings me closer to the corporate decision-making process and will help me work more effectively."
"I think David's experience will help us fulfill our ambitious goals for Southern California," Bob Okin said. "His experience as a producing branch manager at high-revenue, rapidly growing branches makes him an ideal choice for our Newport Beach branch. He will continue to expand the Newport Beach and Indian Wells offices while seeking to extend our presence into San Diego County."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.