Joan Khoury

Managing Director & Chief Marketing Officer at Oppenheimer & Co., Inc.

Joan Khoury

Joan Khoury

Managing Director & Chief Marketing Officer at Oppenheimer & Co., Inc.

Overview
RelSci Relationships

5092

Number of Boards

2

Birthday

1964

Age

57

Number of Awards

3

Contact Data
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Relationships
RelSci Relationships are individuals Joan Khoury likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Managing Director, Equities at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Senior Managing Director, Chief Information Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Chief Executive Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Operations Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Chief Executive Officer & Head of Investment Banking, EMEA at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Senior Managing Director & Head of US Investment Banking at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Financial Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Executive Vice President & General Counsel at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Managing Director, Chief Compliance Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Executive Director of Investments, the Summa Group at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

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Joan Khoury
Managing Director & Chief Marketing Officer at Oppenheimer & Co., Inc.
Education
BA in Business Administration

Educational Institution

Memberships
Member
Current

The Women's Forum is a community where preeminent New York women leaders of diverse achievement come together to make a difference for each other and to take an active, leadership role in matters of importance to them.

Career History
Chief Marketing Officer & Managing Director
2012 - Prior

LPL Financials’ Research Department makes recommendations regarding asset allocation, mutual funds, variable annuity subaccounts and money managers. They also construct asset allocation model portfolios and provide recommendations on the funds to populate those models. In constructing these models, the firm uses the following investment strategies: Diversified and Alternative Strategy. Although these descriptions are written in terms of individual equities and/or bonds, they include mutual funds or ETFs whose portfolios consist of the type of equities or bonds referenced. The research department makes available investment research materials, which include recommendations on asset allocation and mutual funds, variable annuity subaccounts, and ETFs.

Vice President & Marketing Manager
1989 - 1998

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other.

Managing Director & Group Head of the Global Marketing Division
1999 - 2006

The Bank of New York Mellon Corporation, commonly referred to as BNY Mellon, is an American multinational banking and financial services corporation formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation.

Boards & Committees
Member, Management Committee
Current

Oppenheimer & Co. Inc. is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 130 years, they have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Oppenheimer is a wholly owned subsidiary of Oppenheimer Holdings Inc., an integrated financial services holdings company. Oppenheimer is a registered broker-dealer and investment advisory firm.

Member, Board of Trustees
Prior - 2016

The Museum of the City of New York, located in East Harlem on Fifth Avenue's Museum Mile, was founded in 1923 to serve the people of New York and visitors from around the world through exhibitions, collections, publications, and school and public programs. The Museum is the official repository of the city's history, celebrating New York's heritage of diversity, tolerance, opportunity, and perpetual transformation by presenting exhibitions and programs that offer important and intriguing perspectives on what gives New York its singular character.

Political Donations
$1,000
2006

The Democratic Senatorial Campaign Committee is the only organization solely dedicated to electing a Democratic Senate. From grassroots organizing to candidate recruitment to providing campaign funds for tight races, the DSCC is working hard all year, every year to elect Democrats – and give President Obama the help he needs on Capitol Hill to move our country forward.

Awards & Honors
Series 24 - General Securities Principal
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent
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