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 Michael 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.
Michael has been with OppenheimerFunds since 1999. Prior to joining OppenheimerFunds he worked as a Regional Sales Manager at Talbot Financial Services. He also held the position of Personal Investment Consultant at Dreyfus Investment Services, Corp., and began his career at Delaware Valley Financial Group, an Agency of Provident Mutual Life Insurance Company. Michael holds a Bachelor of Science degree in Aerospace Engineering from Penn State University.
Michael holds the Certified Investment Management Analyst, CIMA® and Chartered Retirement Planning Consultant, CRPC® Designations and Series 7 and 63 licenses. In his spare time, he enjoys fishing and boating, along with spending time with his active family.
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