Kathleen Beichert, Head of Retirement and Third Party Distribution

Kathleen BeichertHead of Retirement and Third Party Distribution

Kathleen Beichert serves as Head of Retirement and Third Party Distribution. In this role she is responsible for leading the third-party distribution strategy and managing the firm’s relationships with defined contribution, insurance and subadvisory platforms. She previously held leadership positions overseeing product development and management, marketing and sales for the firm’s $90+ billion retirement business.

Kathleen joined OppenheimerFunds in 1995 from Smith Barney, where she developed the firm’s retirement plan products and marketing programs. She has also held positions as a financial advisor and in fixed-income sales and trading.

Kathleen has served as a New York State delegate to the White House Conference on the Aging and is active in several retirement policy forums. She is a graduate of New York University’s Stern School of Business with a B.S. in quantitative analysis and management and holds the AIF® designation.