Joseph Strandberg Email Address

Managing Director, Head of Client Strategy – Institutional Equity Sales and Trading, Oppenheimer and Co

Oppenheimer & Co offers investment banking, mutual fund advisory, securities research, and asset management services.

John is a solutions provider and versatile business manager accomplished in running day-to-day operations and in leading strategic planning, analysis, and implementation. He is adept at envisioning what needs to be done, designing and executing the plan, and achieving results while helping to manage and continuously improve processes and outcomes across all areas. John has led successful execution of some of the toughest challenges as a Chief Operating Officer and team leader. One example, the global equities client profitability and segmentation model served as the cornerstone of the firm's strategic agenda. Ultimately, in partnering with the business and support areas, John with his team changed the way the business is measured and managed, strengthened client relationship management, and helped to sharply increase profitability. Specialties: COO, Financial Management, Chief Data Officer 1.Management Information Systems and Business Intelligence 2.Financial, Operations, and Technology Administration 3.Strategic Planning, Analysis, and Implementation 4.Profitability Modeling and Enhancement - client, producer, product / practice 5.Marketing Strategies, Revenue Growth, and Business Development 6.Pricing and Alternative Fee Arrangements, Margin and Collections Optimization 7.New Business Build Out and M&A Integration 8.Project Management, Process Improvement, Change Leadership 9.Staffing Utilization and Resource Optimization 10.Client Relationship Management: System, Reporting and Analytic Toolkit 11.Business Intelligence, Competitive Benchmarking, and Gap Closure 12.Firm Wide Management Information System Infrastructure 13.Expense Management and Cost Reduction 14.Team Development and Practice Group Coordination 15.Human Capital, Risk Management and Internal Control, Legal & Compliance Projects