Callahan Lyons
Registered Client Services Associate at Oppenheimer & Co. Inc
Based in Miami, United States
7-day free trial · no credit card
Seniority
Staff
Department
Customer/Client Service
Location
Miami
Industry
Financial Services
Company size
3.3K
Contact information
Reveal Callahan's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
c•••••••@oppenheimer.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Callahan Lyons
As a Financial Operations & Accounting Associate at Ampersand, Inc, I played a key role in optimizing $300M+ across 60+ financial institutions, maximizing returns through advanced financial modeling and data-driven insights. I also spearheaded the creation of new revenue streams by developing tailored financial products, and regularly presented detailed financial analyses in executive meetings using tools like Tableau and Power BI. I bring expertise in financial analysis, commercial banking operations, data visualization, and systems administration, built on a solid foundation from my B.S. in Financial Management from Clemson University. I am eager to contribute to an organization that values innovation and excellence in investment banking, private equity, and asset management.
Decision-makers
Other people at Oppenheimer & Co. Inc
- LMVp
Larry Miller
Vice President · General Business & Management
- SBDirector
Steve Baaden
Managing Director - Investments · General Business & Management
- EFDirector
Elliott Friedman
Executive Director · General Business & Management
- MLDirector
Minh Lam
Director, Sec Reporting and Accounting Policy · Other
- JBOther
Jennifer Ban
Oppenheimer & Co Inc · Other
Build a list of verified contacts at Oppenheimer & Co. Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Callahan
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime