What Markets Expect From President Trump
Policy action is needed for the rally to continue.
Nicole Pretzel Holahan is an OppenheimerFunds Senior Advisor Consultant for the Wisconsin area. Nicole takes a truly consultative approach to supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice.
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 Nicole 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.
Nicole has been with OppenheimerFunds since 2007. Prior to joining OppenheimerFunds, she worked as a regional director at Wells Fargo Advantage Funds. She also held the position of Sales Manager at Strong Funds where she began her career. Nicole holds a Bachelor of Business Administration in Business Finance from University Wisconsin - Whitewater, as well as a Minor in Spanish.
Nicole holds the Chartered Retirement Planning Counselor (CRPC®) designation and Series 7 and 63 licenses. Nicole is also a Certified Investment Management Analyst (CIMA®). In her spare time, she enjoys spending time with her husband Phil and children Julia, Maria, Ryan and Donovan. They enjoy traveling, outdoor activities, and cheering on the local sports teams.
Comprehensive support designed to promote your success