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 David 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.
David has been with OppenheimerFunds since 1994. Prior to joining OppenheimerFunds he worked as a financial advisor at Independent Financial Marketing Group in their bank division. He also held the position of financial advisor at Capital Financial Group, and began his career at Mutual of New York. David holds a Bachelor of Business Administration in Finance from James Madison University. He is currently an Executive MBA candidate at James Madison University concentrating in executive leadership with an expected graduation date of December 2017.
David holds the Chartered Retirement Planning Counselor, CRPC®, and Series 7 and 63 licenses. In his spare time, he enjoys spending time with family and friends, biking, skiing, reading and fishing.
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