Stacy Roode, Senior Vice President, Head of Transfer Agent for OppenheimerFunds and Eamon Twomey, Senior Vice President, Operational Services for Charles Schwab are each serving two-year terms as co-chairs of the Colorado Investment Services Coalition.
Stacy Roode, OppenheimerFunds
Stacy Roode is Senior Vice President, Head of Transfer Agent for OppenheimerFunds. Since joining in 1992, Roode has served in a variety of human resources positions before being named Vice President of Human Resources in 2000. Roode was promoted to her current role as Senior Vice President of Transfer Agent in 2009. In this role, she oversees the entire transfer agent including client services, intermediary operations, processing, oversight, output, and monetary control. In 2013, Roode was named President, Shareholder Services, Inc., which is the entity providing transfer agent services for OppenheimerFunds.
Roode is actively involved in the industry representing OppenheimerFunds on the ICI Operations Committee, the DTCC Wealth Management Services Senior Advisory Board, and currently serves on the board for National Investment Company Service Association (NICSA).
Eamon Twomey, Charles Schwab
Eamon Twomey oversees all operations of the custody and asset services organization which includes tax reporting, cost basis, corporate actions, settlements, and optionsXpress self-clearing operations. He joined the organization in April 2013.
Before his current role, Twomey was a vice president in both the institutional and retail organizations at Charles Schwab. As a leader in the Schwab Advisor Services organization, Twomey was part of Advisor Services leadership in Denver and led various segments and teams supporting advisor transition services, organizational readiness, and advisor custody and trading support within the organization. In the retail organization, he was responsible for leadership of client service and support, trade support group, derivatives, IPO/MF Load, advanced technical support, and optionsXpress service and trading teams.