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. Bob 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.
Bob has been with Oppenheimer Funds since 2007. Prior to joining OppenheimerFunds Bob worked as a Regional Vice President at Evergreen Investments. He also held the position of VP, Regional Marketing Director at Putnam Investments, and began his career at New England Financial. Bob holds a Bachelor of Science degree in Finance from Boston College.
Bob holds the CIMA®, CRPC® and Series 7 and 63 licenses. In his spare time, Bob enjoys skiing and golf.
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