What Markets Expect From President Trump
Policy action is needed for the rally to continue.
Josh Broad is an OppenheimerFunds Senior Advisor Consultant for the Southern New Jersey and the Eastern Maryland & Delaware area. Josh takes a truly consultative approach to supporting financial advisors by taking the time to understand their businesses and offering a broad range of insights, tools and resources to enhance the success of their practices.
This includes not only investment expertise, but also acting as a partner to help advisors build and run their practices with the added resource of the award-winning OppenheimerFunds CEO Advisor Institute.SM Josh 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.
Josh has been with Oppenheimer Funds since 2001. Prior to becoming a Senior Advisor Consultant at OppenheimerFunds, Josh held the position of Sub-Accounts Regional Sales Manager for the Mid-Atlantic region, and began his career at Neuberger Berman as a Separate Accounts Analyst. Josh earned his MBA in Finance from the Baruch College Zicklin School of Business and holds a B.A. in Finance and International Investments from the American University Kogod School of Business.
In addition to his MBA, Josh holds the CPWA® and CRPC® designations as well as the Series 7 and 63 licenses. In his spare time, he enjoys spending time with his family, exercising, playing tennis and golf, and traveling.
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