What Markets Expect From President Trump
Policy action is needed for the rally to continue.
Alan Panzer is an OppenheimerFunds Senior Advisor Consultant for the Greater Atlanta area. Alan takes a truly consultative approach to supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice.
This includes not only investment expertise, but also acting as a partner to help advisors build and run their practice with the added resource of the award-winning OppenheimerFunds CEO Advisor Institute.SM Alan offers actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.
Alan has been with OppenheimerFunds since 1996. Prior to joining OppenheimerFunds he worked as a Financial Consultant at PaineWebber and began his career at Shearson Lehman Bros. Alan holds a B.A. in Economics from Rutgers University.
Alan holds the Certified Investment Management Analyst® and Chartered Retirement Planning Counselor® designations and Series 7 and 63 licenses. In his spare time, he enjoys playing tennis and spending time with his family.
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