Joan D. Khoury
Sales & Marketing at OPPENHEIMER HOLDINGS INC.
Profile
Joan D.
Khoury is currently the Chief Marketing Officer & Senior Managing Director at Oppenheimer Holdings, Inc. and the Chief Marketing Officer & Managing Director at Oppenheimer & Co., Inc. She is also a Member of both the Women's Forum, Inc. and the Women’s Forum of New York.
In her former positions, Ms. Khoury served as the Chief Marketing Officer & Managing Director at LPL Financial Holdings, Inc. and LPL Financial LLC.
She was also the Marketing Director at United Way of Central Georgia, Inc. from 1986 to 1988.
Additionally, she held the position of Senior Vice President at Merrill Lynch & Co., Inc. in 2012.
From 1989 to 1998, she worked as the Vice President & Marketing Manager at Bank of America Corp.
She was the Senior Vice President & Global Head-Marketing at Wachovia Corp.
from 2008 to 2009.
Furthermore, she served as the MD & Group Head-Global Marketing Division at The Bank of New York Mellon (New York) from 1999 to 2006.
She also held the position of Head-Marketing at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt).
Ms. Khoury obtained her undergraduate degree from Wesleyan College in 1986.
Joan D. Khoury active positions
| Companies | Position | Start |
|---|---|---|
| OPPENHEIMER HOLDINGS INC. | Sales & Marketing | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Sales & Marketing | 2016-01-03 |
Women's Forum, Inc.
 Women's Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Leadership Foundations, Women's Forum, Inc. is a non-profit community for women leaders of diverse achievement. The private company is based in New York, NY. | Corporate Officer/Principal | - |
| Women’s Forum of New York | Corporate Officer/Principal | - |
Former positions of Joan D. Khoury
| Companies | Position | End |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 2012-02-25 |
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | Sales & Marketing | 2009-11-29 |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Sales & Marketing | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Sales & Marketing | - |
| United Way of Central Georgia, Inc. | Sales & Marketing | 1987-12-31 |
Training of Joan D. Khoury
| Wesleyan College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| OPPENHEIMER HOLDINGS INC. | Finance |
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private companies | 9 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Wachovia Corp.
Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Women's Forum, Inc.
Women's Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Leadership Foundations, Women's Forum, Inc. is a non-profit community for women leaders of diverse achievement. The private company is based in New York, NY. | Commercial Services |
| United Way of Central Georgia, Inc. | |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
| Women’s Forum of New York |
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