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. Jeff 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.
Jeff has been with Oppenheimer Funds since 2005. Prior to joining OppenheimerFunds Jeff worked as a Regional Wholesaler at AIM Investments. He also held the position of Regional Wholesaler at Invesco Funds, and began his career at J & W Seligman. Jeff holds a Bachelor of Arts in economics from Lycoming College.
Jeff holds the CRPC® designation and Series 7, 63 licenses. In his spare time, Jeff enjoys spending time with his wife and two children.
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