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 Carter 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.
Carter has been with OppenheimerFunds since 2012. Prior to joining OppenheimerFunds, Carter worked as a Financial Advisor at National Planning Corporation. Carter holds a Bachelor of Business Administration in Finance and Accounting from Elon University.
Carter holds the CIMA® designation and the Series 7 and 63 licenses. In his spare time, Carter enjoys spending time on the water as a “50 ton” master boat captain.
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