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 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 BSBA in Finance and International Investments from the American University Kogod School of Business.
Josh holds the CRPC® and 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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