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 Angelo 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.
Angelo has been with OppenheimerFunds since 2000. Angelo holds a Bachelor of Science in Business Administration with a major in Finance from The University of Rhode Island.
Angelo holds the CRPC®(Chartered Retirement Planning Counselor) designation and Series 7 and 63 licenses. In his spare time, Angelo enjoys spending time with his family, following the local NY sports teams and coaching his daughter’s soccer teams.
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