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 Tom 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.
Tom has been with OppenheimerFunds since 2001. Prior to joining OppenheimerFunds he worked at Fidelity Advisor Funds. Early in his career he also held the position in the sports planning department for the 1996 Olympics in Atlanta. Tom holds a B.A. in Economics from The University of North Carolina at Chapel Hill.
Tom is a CRPC® and holds the Series 7 and 63 licenses as well as a NY State Insurance license. In his spare time, he enjoys spending time with his wife Jill and two sons Aidan and Alex, as well as golf and skiing.
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