What Markets Expect From President Trump
Policy action is needed for the rally to continue.
Patrick Scorzelli is an OppenheimerFunds Senior Advisor Consultant in the Ohio area. Patrick 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 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 is a CFA Charter Holder. He has also attained his Series 7 and Series 66 licenses. In his spare time, Patrick enjoys kayaking, fishing, home improvement, and spending time with his wife and two daughters.
Comprehensive support designed to promote your success