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 InstituteSM. 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 Oppenheimer Funds since 2005. Prior to joining OppenheimerFunds Rick worked as a Regional Vice President at MFS Investment Management. Rick also held the position of Financial Advisor at First Security Investor Services, and began his career at Piper Jaffray. Rick holds a Bachelor degree in Business Management from the University of Phoenix.
Rick holds a Chartered Retirement Plan Consultant® designation and Series 7 and 63 licenses. In his spare time, Rick enjoys being with his four kids and wife of 25 years, he enjoys working in his yard, various sporting activities and participating in youth mentoring programs.
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