David M. Zawitkowski

Finance

Consumer Services

Commercial Services

Profile

Mr. David M.
Zawitkowski is Equity Research Associate at Oppenheimer & Co., Inc. Prior to joining Oppenheimer in May 2012, Mr. Zawitkowski was employed as Equity Research Associate by Citigroup Global Markets Inc., Associate by Tax Management Associates, Inc. and Accountant by Smolin Lupin & Co. Mr. Zawitkowski received both his BS in Accounting and BS in Management Information Systems from Villanova University.

Former positions of David M. Zawitkowski

Companies	Position	End
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.	Analyst-Equity	30/09/2013
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.	Analyst-Equity	-
Tax Management Associates, Inc. Tax Management Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Tax Management Associates, Inc. provides financial services. The firm’s products include CAVS, KNIME, informer, and taxscibe. It offers audit, discovery, homestead, and outsourcing services. The company was founded by Mark Cox in 1979 and is headquartered in Charlotte, NC.	Corporate Officer/Principal	29/04/2005

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Training of David M. Zawitkowski

Villanova University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	3
Tax Management Associates, Inc. Tax Management Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Tax Management Associates, Inc. provides financial services. The firm’s products include CAVS, KNIME, informer, and taxscibe. It offers audit, discovery, homestead, and outsourcing services. The company was founded by Mark Cox in 1979 and is headquartered in Charlotte, NC.	Commercial Services
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.	Finance
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.	Finance

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