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 InstituteSM. Mike 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.
Mike has been with Oppenheimer Funds since 2004. Prior to joining OppenheimerFunds Mike worked as a Regional Vice President at Strong Funds. He also held the position of Regional Marketing Director at Strong Funds, and began his career there in 1996. Mike holds a Bachelor of Science in Business Administration from Marquette University.
Mike holds the CIMA® and CRPC® designations and has his Series 6,7,63 and 65 licenses. In his spare time, Mike enjoys tennis, golf and spending time with his family in San Rafael.
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