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. Daniel 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.
Daniel has been with Oppenheimer Funds since 2007. Prior to joining OppenheimerFunds Daniel worked as a Vice President at American Funds. He also held the position of Vice President at Putnam Investments, and began his career at Putnam. Daniel holds a B.S. in Marketing from Lehigh University in Bethlehem, PA.
Daniel holds the Series 6, 7, 26 and 63 licenses. In his spare time, Daniel enjoys coaching baseball for his two sons, Connor (8) and Brendan (4), playing golf, and playing tennis with his wife of 13 years, Jennifer.
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