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 Bryan 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.
Bryan has been with OppenheimerFunds since 1999. Prior to joining OppenheimerFunds he worked as a financial advisor at Merrill Lynch. Bryan holds a Bachelor of Science in finance from the University of Maryland.
Bryan holds Certified Investment Management Analyst, CIMA®, Certified Private Wealth Advisor, CPWA®, Chartered Retirement Planning Counselor, CRPC®, and Series 7, 63 and 65 licenses. In his spare time, he enjoys spending time with family and friends, golfing, and watching his kids excel in their various sports and activities.
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