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. Tim 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.
Tim has been with Oppenheimer Funds since 2008. Prior to joining OppenheimerFunds Tim worked as Regional Vice President at AllianceBernstein. He also held the position of Regional Vice President at Seligman Advisors, and began his career at Sentra Securities.
Tim holds the CFP® and CIMA® designations and Series 7 and 65 licenses. In his spare time, Tim enjoys exercise, golf and reading.
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