What Markets Expect From President Trump
Policy action is needed for the rally to continue.
Alex is an OppenheimerFunds Senior Advisor Consultant for the Inland Empire & Las Vegas areas. Alex 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 Alex 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.
Alex has been with OppenheimerFunds since 2007. Prior to joining OppenheimerFunds Alex worked as a Financial Advisor at BNY Mellon and began his career at Edward Jones. Alex holds a Bachelor’s degree in Business Administration from The University of San Francisco.
Alex holds the CIMA® and CRPC® designations along with the Series 7, 63 and 66 licenses. In his spare time, Alex enjoys watching and playing sports, staying healthy and spending time with his son Luke and wife Renee.
Comprehensive support designed to promote your success