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 Todd 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.
Todd has been with OppenheimerFunds, Inc. since 2016. Prior to joining OppenheimerFunds Todd worked as an Investment Consultant at Allianz Global Investors. He also held the position of Vice President with ING Investments for the Western Division. Todd is a graduate of University of California, Santa Barbara, with a B.S. in History. He has also earned his Certified Investment Management Analyst designation administered by the Investment Management Consultants Association and taught in conjunction with the Wharton School of Business, University of Pennsylvania.
Todd holds the Series 6, 7, 63 & 66 licenses. In his spare time Todd enjoys spending time with his family, running and cooking.
Comprehensive support designed to promote your success