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 Bill 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.
Bill has been with OppenheimerFunds since 2006. Prior to joining OppenheimerFunds he worked as a Vice President at Evergreen Investments and John Hancock Funds. He began his financial services career in 1997 as a Financial Advisor and then Branch Manager. Bill’s first professional position was as a teacher at Chaminade College Preparatory School in St. Louis, MO. He holds a BFA from Fontbonne University.
Bill holds the Chartered Retirement Planning Consultant® Designation and Series 7, 26 and 63 licenses. In his spare time, he enjoys coaching his three children’s sports teams, playing golf and riding motorcycles
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