What Markets Expect From President Trump
Policy action is needed for the rally to continue.
Jose Gutierrez is an OppenheimerFunds Senior Advisor Consultant in the Central Northeast area. Jose 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 Institute.SM Jose 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.
Jose has been with OppenheimerFunds since 2016. Prior to joining OppenheimerFunds Jose worked as a Financial Advisor at Principal Financial Group. He began his career as an Assurance Associate at PricewaterhouseCoopers. Jose holds a Bachelor of Science in Accounting from the University of Central Florida, as well as an MBA from the University of South Florida.
Jose holds the Series 7 and 66 licenses. In his spare time, Jose is an avid traveler and enjoys staying active, baseball, movies, and reading.
Comprehensive support designed to promote your success