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 Toller 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.
Toller has been with OppenheimerFunds since 2006. Prior to joining OppenheimerFunds Toller enjoyed a brief stint trying to play professional golf. Before that, he held the position of Regional Account Coordinator at Janus Capital. Toller has a Bachelor’s degree from Kansas State University.
Toller holds the CIMA® designation and Series 7 and 63 licenses. In his spare time, Toller enjoys spending time with his family and friends, playing golf and running.
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