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 Haley 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.
Haley has been with OppenheimerFunds since 2014. Prior to joining OppenheimerFunds, she worked as an Institutional Equity Sales Associate with William Blair and Company. Haley holds a B.A. in Communications from Syracuse University, as well as Minors in Finance and Spanish.
Haley holds the FINRA Series 7 and 63 licenses. In her spare time, she enjoys the outdoors, traveling, and running.