Joan Khoury

Sales & Marketing at OPPENHEIMER HOLDINGS INC.

62 year

Finance

Commercial Services

Consumer Services

Profile

Joan D.
Khoury is Chief Marketing Officer & Senior Managing Director at Oppenheimer Holdings, Inc. since 2015.
Ms. Khoury is Chief Marketing Officer & Managing Director at Oppenheimer & Co., Inc. since 2016.
Ms. Khoury is a Member of Women's Forum, Inc. and Women’s Forum of New York.
Former roles include Chief Marketing Officer & Managing Director at LPL Financial Holdings, Inc. and LPL Financial LLC.
Marketing Director at United Way of Central Georgia, Inc. from 1986 to 1988.
Senior Vice President at Merrill Lynch & Co., Inc. in 2012.
Vice President & Marketing Manager at Bank of America Corp.
from 1989 to 1998.
Senior Vice President & Global Head-Marketing at Wachovia Corp.
from 2008 to 2009.
MD & Group Head-Global Marketing Division at The Bank of New York Mellon (New York) from 1999 to 2006.
Head-Marketing at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt).
Education includes an undergraduate degree from Wesleyan College, conferred in 1986.

Joan Khoury active positions

Companies	Position	Start
OPPENHEIMER HOLDINGS INC.	Sales & Marketing	-
Oppenheimer & Co., Inc. Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services	Sales & Marketing	2016-01-03
Women's Forum, Inc. Women's Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as non-profit community for women leaders of diverse achievement	Corporate Officer/Principal	-
Women’s Forum of New York	Corporate Officer/Principal	-

All active positions of Joan Khoury

Former positions of Joan Khoury

Companies	Position	End
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	2012-02-25
Wachovia Corp. Wachovia Corp. Major BanksFinance Provides commercial and retail banking services	Sales & Marketing	2009-11-29
The Bank of New York Mellon (New York) The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank	Sales & Marketing	-
BANK OF AMERICA CORPORATION	Sales & Marketing	-
United Way of Central Georgia, Inc. United Way of Central Georgia, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Central Georgia, Inc. is a private company based in Macon, GA.	Sales & Marketing	1987-12-31

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Training of Joan Khoury

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Private companies

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Linked companies

Private companies	13
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
Bank of America Corp. Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services	Finance
Wachovia Corp. Wachovia Corp. Major BanksFinance Provides commercial and retail banking services	Finance
Oppenheimer Holdings, Inc. Oppenheimer Holdings, Inc. Investment Banks/BrokersFinance Provides financial services, including securities brokerage, investment banking, and asset management	Finance
Oppenheimer & Co., Inc. Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services	Finance
LPL Financial Holdings, Inc. LPL Financial Holdings, Inc. Investment Banks/BrokersFinance Operates as an investment holding company with interests in technology, brokerage and investment advisory services	Finance
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Finance
Wesleyan College Wesleyan College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Women's Forum, Inc. Women's Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as non-profit community for women leaders of diverse achievement	Commercial Services
United Way of Central Georgia, Inc. United Way of Central Georgia, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Central Georgia, Inc. is a private company based in Macon, GA.	Commercial Services
The Bank of New York Mellon (New York) The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses.	Finance
Women’s Forum of New York