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 Dave 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.
Dave has been with OppenheimerFunds since 1995. Prior to joining OppenheimerFunds he worked as a Financial Advisor at Dickinson & Company.
Dave holds the CRPC® and Series 7 and 63 licenses. In his spare time, he enjoys running, skiing, hunting and spending time with his family.