https://padlet.com/StellaDeSantis/About As a senior director of investments with Oppenheimer & Co. Inc., Stella DeSantis oversees the management of assets for more than 300 clients. With assets under management representing a total value of $50 million, her responsibilities include asset allocation, risk assessment, and portfolio reviews. Emphasizing a personalized approach to investment, Stella DeSantis engages with individual clients in determining allocation pathways that meet core objectives and risk tolerance parameters. Ms. DeSantis completed her bachelor of business administration at the Wharton School of the University of Pennsylvania and graduated cum laude. Prior to joining Oppenheimer, she spent 16 years in Allentown, Pennsylvania, as a first vice president with at Morgan Stanley/Smith Barney. During this time, she earned recognition through membership in the company’s Century Club and Blue Chip Council. Stella DeSantis has a longstanding interest in prison reform and is actively engaged in working to get seniors and others who have been incarcerated for most of their lives out of the prison system. In addition to pursuing a passion for singing and acting, Ms. DeSantis enjoys outdoor activities such as golfing and skiing in her free time. en-us 2017-06-07 03:59:56 UTC 2017-09-02 16:42:30 UTC hello@padlet.com StellaDeSantis https://padlet.com/StellaDeSantis/About/wish/181319730 2017-08-16 18:58:37 UTC https://padlet.com/StellaDeSantis/About/wish/181319730 StellaDeSantis https://padlet.com/StellaDeSantis/About/wish/181319787 2017-08-16 18:58:53 UTC https://padlet.com/StellaDeSantis/About/wish/181319787 StellaDeSantis https://padlet.com/StellaDeSantis/About/wish/184363165 2017-09-02 16:41:27 UTC https://padlet.com/StellaDeSantis/About/wish/184363165 StellaDeSantis https://padlet.com/StellaDeSantis/About/wish/184363168 2017-09-02 16:41:38 UTC https://padlet.com/StellaDeSantis/About/wish/184363168 StellaDeSantis https://padlet.com/StellaDeSantis/About/wish/184363175 Before becoming a senior director with Oppenheimer & Company, Inc., in Bethlehem, Pennsylvania, Stella DeSantis attended the Wharton School of Business at the University of Pennsylvania in Philadelphia. There, she graduated cum laude with a bachelor’s degree in business administration (BBA) in finance and marketing. Stella DeSantis also completed her studies and successfully passed the exams to receive her General Securities Representative License for Series 7, Series 63, Series 65, and Series 31.

The Wharton School of Business offers several different undergraduate programs, including a BBA in finance. The Wharton Finance Department provides training in the modern theories and practices for students who desire to build a career in the financial industry.

The Finance Department focuses on four specific areas of training: banking and financial institutions, where students learn how the overall economic conditions affect the investments made by a financial institution; and corporate finance, where students learn how to determine which corporations are sound investment opportunities.

Students also learn how to examine the market behavior of various financial instruments and portfolio management to determine the best fit for a client's financial goals along with understanding international finance. The focus on international finance helps students learn how the global market relates to the field of finance. Students are taught how multinational corporations compete in a global market and how foreign currency values affect business decisions.]]> 2017-09-02 16:41:51 UTC https://padlet.com/StellaDeSantis/About/wish/184363175