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 Brian 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.
Brian has been with Oppenheimer Funds since 1997. Prior to joining OppenheimerFunds he worked as an internal wholesaler at New York Life Insurance Company where he began his career. Brian holds a Bachelor’s degree in Finance from Hofstra University.
Brian holds the Chartered Retirement Plans Consultant designation and Series & and 63 licenses. In his spare time, he enjoys spending time with his family and weight training.
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