What Markets Expect From President Trump
Policy action is needed for the rally to continue.
Jim Barker is an OppenheimerFunds Senior Advisor Consultant for Greenwich and Stamford in Connecticut and Westchester, Putnam and Rockland counties in New York. Jim takes a truly consultative approach to supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice.
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 InstituteSM. Jim 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.
Jim has been with OppenheimerFunds since 2000. Prior to joining OppenheimerFunds he worked as a Retirement Plan Consultant for Mutual of America. Jim holds a BAS in Accounting from the Villanova School of Business.
Jim holds the Chartered Retirement Planning Counselor® and Chartered Retirement Plans Specialist® designations and the Series 6, 7 and 65 licenses. In his spare time, he enjoys running and spending time with his wife Allison and their three daughters Kelly, Meghan and Caelan.
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