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Oyster Sponsors EXCEL 401(k) Advisors Conference

September 20, 2016 @ 8:00 am - 5:00 pm

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Oyster Consulting is a sponsor of the EXCEL 401(k) Advisors Conference in Las Vegas October 2-4, 2016.  Senior Consultant Theresa Muller and Relationship Manager Gena Spitzer will be attending.

Theresa is an accomplished compliance professional with over 18 years of experience in the financial services industry specializing in regulatory compliance and risk management for investment advisors, with a focus on hedge funds and fund of funds. A certified paralegal, she has been responsible for the drafting and review of a wide spectrum of agreements, offering memorandums, and proxy materials. Prior to joining Oyster, Theresa was Vice President of Compliance and Paralegal for Wealthcare Capital Management LLC, a billion-dollar Registered Investment Advisor. Theresa spent nine years in various legal and compliance positions with Ivy Asset Management, a former New York-based fund of hedge funds and subsidiary of the Bank of New York Mellon.

Gena brings more than 30 years of experience in leadership, organizational alignment and client service to her relationship management position. Sixteen of those years have been in the financial services industry and the past seven years in the sales and support of curriculum management software. Prior to joining Oyster, Gena was a Practice Director and member of the Leadership Team at Rubicon International. Previous to that, she served as Director, Corporate Services and Senior Manager, Corporate Support with Wachovia Securities (now Wells Fargo Advisors). She participated on merger and acquisition teams, managed vendor relationships, organized community involvement activities and oversaw the business continuity and disaster recovery programs.  Gena’s experience also includes fiscal management, process execution and management, change management, identifying service and process trends, providing workable solutions, managing conflict resolution, project management and training.

Details

Date:
September 20, 2016
Time:
8:00 am - 5:00 pm