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 Dan 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.
Dan has been with OppenheimerFunds since 2015. Prior to joining OppenheimerFunds he worked as a Regional Vice President of Sales at Invesco and Invesco Powershares. He also held the position of RIA Specialist at AIM Investments and began his career at Prudential Securities. Dan holds a Bachelor’s in Business Administration from the University of Houston-Clear Lake.
Dan holds the Series 7, 63 and 65 licenses and is working toward his CIMA®. In his spare time, he enjoys participating and watching a wide array of sporting events, spending time with family, and traveling to new and exciting destinations.
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