Assistant Vice President
Holly joined OppenheimerFunds in 2000. She has served in a variety of leadership, project management, and business strategy positions. Holly’s responsibilities have included managing key relationships with broker/dealer firms; overseeing the prioritization and implementation of automated solutions using robots; leading departments of call center and back office agents handling advisor, shareholder, and retirement plan administrator requests; managing annual budgets; prioritizing the implementation of technology requests; developing, mentoring, and sponsoring new leaders within the organization; and implementing new client servicing strategies. In 2014, Holly was the recipient of The OppenheimerFunds Spiro Award in recognition of her embodiment of the Corporate Values.
Currently, Holly is the Co-Chair of The OFI Women’s Network and sits on the leadership board for the Women in ETF’s Denver Chapter. She holds a Series 6, 26, and 51, and is a Certified Agile Scrum Product Owner. She has a B.S. in Business Administration from Regis University.
Holly currently resides in Denver, Colorado with her son Roy. When Holly is not working, she is busy volunteering in the community, playing hard outdoors, and traveling.