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 Ivan 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.
Ivan has been with OppenheimerFunds since 2012. Prior to joining OppenheimerFunds Ivan worked as a VP of Investment Services at JPMorgan Chase & Co. He also held the position of Account Executive at John Thomas Financial, and began his career at Prestige Financial. Ivan holds a Bachelor’s degree in Business Administration and Finance from Florida International University.
Ivan holds the Series 7 and 63 licenses, and is a CFA Level II Candidate. In his spare time, Ivan enjoys running, reading, traveling and spending time with family.
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