What Markets Expect From President Trump
Policy action is needed for the rally to continue.
Kade Vasi is an OppenheimerFunds Senior Advisor Consultant in the Southern California area. Kade 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 Kade 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.
Kade has been with OppenheimerFunds since 2016. Prior to joining OppenheimerFunds, Kade worked as a Financial Advisor at MetLife. He also held the position of Vice President, District Manager at AXA Advisors, LLC. Kade holds a Bachelors of Science in Finance from Pennsylvania State University.
Kade holds the CIMA® designation and Series 7, 63 & 24 licenses. In his spare time, Kade enjoys everything the Rocky Mountains have to offer, reading, traveling, Philadelphia sports, and spending time with his family.
Comprehensive support designed to promote your success