Directory
>
Robert Haynie
Robert Haynie
Executive Director - Investments | Oppenheimer & Co. Inc.
Seattle, Washington, United States
Robert Haynie
Summary
Robert M. Haynie is an accomplished Executive Director of Investments at Oppenheimer & Co. Inc., based in Seattle, Washington. With a strong foundation in accounting and finance, he has transitioned from a practicing CPA to a distinguished financial advisor, leveraging his extensive experience to guide diverse clients in managing their investments. His career includes significant roles at Merrill Lynch and Ernst & Young, where he honed his expertise in financial planning and investment management. Robert's qualifications are impressive, holding multiple designations including CIMA, CFP, and AIF, which reflect his commitment to professional excellence. He is well-versed in various state regulations, being securities and insurance licensed across multiple states. Beyond his technical skills, Robert's leadership experience is noteworthy, having founded and led financial planning units in major firms. His dedication to client service and ethical investing sets him apart in the competitive financial landscape.
Robert Haynie
Work Experience
Executive Director - Investments at
Oppenheimer & Co. Inc.
January 2008 - Present
Vice President at
Merrill Lynch
May 2005 - December 2007
Principal at
Ernst And Young
January 1999 - October 2004
Vice President and Managing Director at
Bank of America
September 1980 - December 1998
Staff Accountant at
Arthur Andersen & Co.
September 1978 - September 1980
Robert Haynie
Education
Brigham Young University, Master Of Accountancy And Bs, Honors With Distinction
Frequently Asked Questions about Robert Haynie
What company does Robert Haynie work for?
Robert Haynie is a Executive Director - Investments at Oppenheimer & Co. Inc., a company specializing in Special Food Services.
Where Robert Haynie graduated from?
Robert Haynie holds a degree in Accounting from Brigham Young University.
Who is Robert Haynie?
Robert M. Haynie is an accomplished Executive Director of Investments at Oppenheimer & Co. Inc., based in Seattle, Washington. With a strong foundation in accounting and finance, he has transitioned from a practicing CPA to a distinguished financial advisor, leveraging his extensive experience to guide diverse clients in managing their investments. His career includes significant roles at Merrill Lynch and Ernst & Young, where he honed his expertise in financial planning and investment management. Robert's qualifications are impressive, holding multiple designations including CIMA, CFP, and AIF, which reflect his commitment to professional excellence. He is well-versed in various state regulations, being securities and insurance licensed across multiple states. Beyond his technical skills, Robert's leadership experience is noteworthy, having founded and led financial planning units in major firms. His dedication to client service and ethical investing sets him apart in the competitive financial landscape.
Robert`s contact details
Colleagues
Managing Director
Managing Director-Investments
Managing Director - Investments Senior Portfolio Manager Omega Portfolio Management
Executive Director - Investment Banking
Head of Research & Due Diligence, Head of Alternative Investments, Managing Director
Chief Audit Executive
Executive Director (IT) - Internal Audit Department
Executive Director - Investments, Portfolio Manager, OMEGA Portfolio Management at Oppenheimer & Co
Managing Director - Investments
Executive Director-Investments