Alexandra Haass

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 12/2016
  Rework
  New York, NY
• 01/2017 → 10/2018
  Cultureiq
  New York, NY
• 10/2018 → 01/2024
  Getro
  New York, NY
• 02/2024 → 02/2024
  Extended Travel
  Denver, CO
• 03/2024 → Present
  Oppenheimer & Co. Inc.
  Denver, CO

Other Businesses

NAME OF BUSINESS: 706 FRISCO LLC/INVESTMENT RELATED: NO/REGISTERED TO MY PERSONAL RESIDENCE/NATURE OF BUSINESS: REAL ESTATE DEVELOPMENT/POSTION: MANAGER-20%/START DATE: 6/27/23/HOURTS/MO.: 2-5 HRS/MO-0 DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2024-07-30