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 Patrick 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.
Patrick has been with OppenheimerFunds since 2010. Prior to joining OppenheimerFunds Patrick worked as a Financial Advisor at Ameriprise Financial Services. Patrick holds a Bachelor’s Degree in Finance and Statistics from Le Moyne College in Syracuse, NY.
Patrick holds the Certified Funds Specialist Designation and has passed levels I and II in pursuit of the CFA charter. He also holds his Series 7 and Series 66 licenses. In his spare time, Patrick enjoys kayaking, fishing, home improvement, and spending time with his wife and daughter.
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