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 2004. Prior to joining OppenheimerFunds, Patrick worked as a Senior Internal Wholesaler at Invesco. He also held the position of Regional Sales Manager at Investor’s Business Daily, and began his professional career at HMH, a leading Hotel Management Company. Patrick holds a Bachelor’s degree in of Business Administration with an emphasis in Marketing from University of Texas, Arlington.
Patrick holds the CPRC®, CMFC Designations and Series 7 and 63 licenses. In his spare time, Patrick enjoys hunting, ATV’g and activities with his wife and two children, Cooper and Courtney.
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