Kathleen Beichert is a Senior Vice President and Director of Retirement Marketing. She is responsible for product development and management, marketing and sales support for the firm’s $60+ billion retirement business, including DCIO, 403(b) and small business retirement plans, and individual retirement and retirement income products and programs.
She joined OppenheimerFunds in 1995 after four years at Smith Barney, where she developed the firm’s retirement plan products, marketing and participant communications programs.
She has served as a New York State delegate to the White House Conference on the Aging and is active in several retirement policy forums.
Ms. Beichert is a graduate of New York University’s Stern School of Business with a B.S. in Quantitative Analysis and Management and holds the Accredited Investment Fiduciary designation.