What Markets Expect From President Trump
Policy action is needed for the rally to continue.
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 Chartered Retirement Plan Consultant® designation and 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.
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