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 Wendy 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.
Wendy has been with OppenheimerFunds since 1987. Prior to joining OppenheimerFunds she worked as a Financial Advisor at Gruntal & Company. She began her career at E.F Hutton in 1982. Wendy holds a B.S. in Business Management from the University of Buffalo, as well as an M.B.A. in Finance from New York University.
Wendy holds the CRPC® and Series 7 and 63 licenses.
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