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. Charlie 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.
Charlie has been with Oppenheimer Funds since 1993. Prior to joining OppenheimerFunds Charlie worked as a Marketing Director at GE Capital Aircraft Services. He also held the position of Account Executive at E.F. Hutton & Co. and began his career at the law firm of Devine, Millimet, Stahl & Branch in Manchester, New Hampshire. Charlie holds a J.D. from Boston University School of Law, as well as a B.A. from Tufts University.
Charlie holds the CPRC® designation and Series 7 and 24 licenses. In his spare time, Charlie enjoys motorcycling and hunting.
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