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 2008. Prior to joining OppenheimerFunds he worked with American Century for over 14 years where his duties included sales and marketing for Iowa, Nebraska and South Dakota. He has a Bachelor of Arts in Business Administration from Saint Ambrose University.
Rick holds Series 6, 7 and 63 licenses. In his spare time, he enjoys hunting, golfing and spending time with his wife and four kids.
Comprehensive support designed to promote your success