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 since 1991. Prior to joining OppenheimerFunds he worked as a consultant at Prudential Mutual Fund Services. Todd holds a Bachelor of Arts in history from Denison University.
Todd holds the CRPC® and Series 6, 7 and 24 licenses. In his spare time, he enjoys golf, tennis and fishing.
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