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 Rick 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.
Rick has been with OppenheimerFunds since 2004. Prior to joining Oppenheimer Funds Rick he worked as a VP/Sales Manager at Dreyfus Investments. He also held the position of VP/Sales Manager at John Nuveen & Co and began his career at Keystone Investments in 1994. Rick holds a Bachelor of Arts in English from Boston University.
Rick holds the Chartered Retirement Plan Consultant® designation and Series 6, 7, 63 and 65 licenses. In his spare time, he enjoys swimming, reading, cooking and being involved in Scouting.
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