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 InstituteSM. 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 2003. Prior to joining OppenheimerFunds Brian worked as a Financial Consultant at A.G. Edwards & Sons, Inc. he also held the position Regional Vice President at Fidelity Investments Institutional Services Inc., and began his career at Citizens Bank of Rhode Island. Brian holds a Bachelor’s degree in Marketing from Bryant University.
Brian holds the CRPC® and Series 7 licenses. In his spare time, Brian enjoys spending time with his wife Jenni, daughters Avery and Addison and his son Brady. Brian also enjoys single malt Scotch Whisky from the Highlands and Speyside.
Comprehensive support designed to promote your success