Carrie Chodera Email & Phone Number

Carrie began her career in 2007 with a consulting firm specializing in group retirement plans and third party administration. Now in her role as Senior Financial Associate at Oppenheimer, Carrie is the main operational contact for advisors and clients alike. Her primary efforts continue to surround institutional retirement plans. She spends a significant portion of her time with plan participants,assisting them with various transactions and ensuring therequests are processed accordingly.Carrie focuses on employee interaction and communicationwhile working closely with the Executive and Human resourcesteams to reduce operational workflow. She collaborates withpayroll providers and employers to verify data and establishprocedures. She also works with advisors to create customizedanalysis, reports and reviews which include investmentresearch and recordkeeping assessments.I hold the General Securities Representative License(Series 7) and the Uniformed Combined State Law (Series 66).I am licensed as an agent for life and health insurance in thestate of Ohio. I am licensed in the following States: AZ, CA, CO, FL, GA, ID, IL, IN, KY, MD, MI, NJ, NY, NC, OH, PA, SC, TN, TX, UT, WA, WV. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

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  Senior Financial Associate

  Oppenheimer & Co. Inc.

  Nov 2013 - Present - Pickerington, Ohio