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Geoff Oprandy
Executive, Financial Services
Hi, I'm Geoff Oprandy. Welcome to my profile!
Geoff Oprandy's Bio:
Geoff Oprandy, CFP(R), ChFC(R), CLU(R)
I have over 20 years of recruiting, business development, operations, financial management, leadership, compliance and sales experience. I hold the CFP(R), ChFC(R) and CLU(R) professional designations and AZ LAH license. Prior FINRA Series 7, 24, 63 and 51 licenses. Specialties: Recruiting, strategy, business development, financial planning & insurance, leadership development and sales leadership. Ideas - Leadership - Results
Geoff Oprandy's Experience:
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Group Vice President at Ameriprise Financial
August 2004 - March 2009 -
Vice President at American Express Financial Advisors
October 1999 - August 2004 -
District Manager at IDS - American Express
October 1993 - October 1999 -
Senior Vice President at SagePoint Financial
September 2010Responsible for B/D recruiting, transition, affiliation and integration process, acquisitions and consulting. Report to the President and CEO.
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Managing General Partner at YourCEONow
June 2009
Geoff Oprandy's Education:
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Richard Stockton College of New Jersey
Business -
College for Financial Planning
CFP(R)Concentration: Financial Planning -
The American College
ChFC(R) & CLU(R)Concentration: Financial Planning & Insurance