Kathleen is the Portal Conductor of the Global Investing station.
She is a Senior Vice President and Director of Retirement at OppenheimerFunds, Inc. Kathleen is responsible for product development and management, marketing and sales support for the firm’s $60+ billion retirement business, including DCIO, 403(b) and small business retirement plans, and individual retirement and retirement income products and programs.
She joined OppenheimerFunds in 1995 after four years at Smith Barney, where she developed the firm's retirement plan products, marketing and participant communications programs. Previously she held positions in financial planning at American Express Financial Advisors and in institutional fixed-income sales and trading for an international bank. She has also served as a New York State delegate to the White House Conference on the Aging and is active in several retirement policy forums.