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. Steven 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.
Steven has been with Oppenheimer Funds since 2000. Prior to joining OppenheimerFunds Steven worked as a trader at Charles Schwab where he began his career. Steven holds a Bachelor of Science in Business Administration from the University of Northern Colorado.
Steven holds the Certified Financial Planner® & Certified Investment Management Analyst® Designations and Series 7 and 63 licenses. In his spare time, Steven enjoys working on classic cars, exercising and lifting weights.
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