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Profile
Dan Oppenheim worked as a Research Analyst at Credit Suisse Securities (USA) LLC from 2008 to 2014.
He also served as an Assistant Vice President at Wellington Management Co. LLP.
In 2017 and 2018, he worked as an Analyst at UBS Securities LLC.
Mr. Oppenheim was an Analyst at Zelman Partners LLC.
From 2018 to 2019, he held the position of Head of Consumer & Housing Research at SSR LLC.
In 1996 and 1997, he worked as an Analyst at Goldman Sachs & Co. LLC.
From 2000 to 2008, he was a Research Analyst at Banc of America Securities LLC.
Currently, he is working as a Research Analyst at Credit Suisse Securities (USA) LLC.
Mr. Oppenheim completed his undergraduate degree at Swarthmore College.
Former positions of Dan Oppenheim
| Companies | Position | End |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/12/2023 |
SSR LLC
 SSR LLC Investment ManagersFinance Provides investment research | Analyst-Equity | 01/08/2019 |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/06/2018 |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/10/2014 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/03/2008 |
Training of Dan Oppenheim
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Zelman Partners LLC
 Zelman Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
SSR LLC
SSR LLC Investment ManagersFinance Provides investment research | Finance |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Swarthmore College
 Swarthmore College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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