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 Baker 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.
Baker has been with OppenheimerFunds since 2005. Prior to joining OppenheimerFunds Baker worked as a senior Advisor Consultant at Alliance/Bernstein and Goldman Sachs. He began his career in the financial services industry with Morgan Stanley in 1991. Baker holds a B.A. in from Bucknell University.
Baker holds the CIMA® and CRPC® designations, and Series 7 and 63 licenses. In his spare time, he is an avid golfer.
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