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 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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