Before transitioning to the transfer agent of OppenheimerFunds, I worked in human resources at the firm. For some, this is affectionately referred to as the OPP Department – or “Other People’s Problems.” After a decade of working in HR, I would say one of my most valuable learnings was that meaningful partnerships are the foundation for success. Whether it is dealing with employees or business leaders, solving issues or creating strategic partnerships, trust between both your internal and external partners is core to your success. Fast forward to the present – I am running a transfer agent of over 500 employees, and my HR experience has helped drive our success in this rapidly changing business.

Firm Intimacy Yields Efficiency Gains

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