OppenheimerFunds Expands CEO Advisor Institute's Executive Consulting Team
Julie Sendelbach and Dave Thomas join as Senior Business Consultants
19 Mar, 2018, 11:41 ET
NEW YORK, March 19, 2018 /PRNewswire/ -- OppenheimerFunds, a leading global asset manager, has appointed Julie Sendelbach and Dave Thomas to its CEO Advisor Institute's Executive Consulting team. Reporting to Paul Blease, Director of CEO Advisor Institute at OppenheimerFunds, Sendelbach and Thomas will lead personal and professional development programs for financial advisors across the Midwest and Mid-Atlantic regions.
"The CEO Advisor Institute provides financial advisor teams with the insights, technology and coaching infrastructure necessary to manage their complex organizations and ultimately improve their performance," said Rocco Benedetto, Head of Broker/Dealer Channel at OppenheimerFunds.
Sendelbach has over 25 years of experience and joins OppenheimerFunds from CEG Worldwide, where she spent 17 years advising some of the country's largest and most complex advisor teams. Thomas joined OppenheimerFunds in 1997 and has held numerous roles, including most recently as regional sales manager for Virginia.
"Leveraging their extensive industry experience, our Senior Business Consultants assist advisors in developing strategies to grow their business, strengthen their teams and offer guidance to clients, especially during periods of increased market volatility," said Blease.
The CEO Advisor Institute programs, including Compelling Conversations, Professional Practice, and Constructing and Managing a Synergistic Team, are offered through its CEO Advisor Institute app that addresses financial advisors' personal and professional goals and challenges. Advisors can also leverage OppenheimerFunds' Compelling Wealth Management Conversations program, which provides the philosophical framework, historical context, and timely market insights to calm investors' fears and keep them buckled in to their long-term plans. The app brings to life the dynamic and actionable business development tools and videos within the CEO Advisor Institute program, designed to help advisors:
- Diagnose, enhance, and refine the structure of their practice.
- Construct, manage, and lead a synergistic and unified team of professionals.
- Create a unique and personalized service model that attracts and retains their best clientele.
- Keep clients "buckled in" to their overarching investment strategy.
The complimentary app is available for download through the iTunes store or by visiting www.oppfunds.com/ceoapp.
OppenheimerFunds, Inc., a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $251 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of February 28, 2018.
Founded in 1959, OppenheimerFunds is an asset manager with a history of providing innovative strategies to its investors. The firm's 16 investment management teams specialize in equity, fixed income, alternative, multi-asset, and factor and revenue-weighted-ETF strategies, including ESG offerings, and is a signatory of the UN PRI. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors and individual investors. OppenheimerFunds and certain of its subsidiaries provide advisory services to the Oppenheimer family of funds, and OFI Global Asset Management offers solutions to institutions. The firm is also active through its Philanthropy & Community initiative: 10,000 Kids by 2020, reaching children with introductions to math literacy programs.
Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.
Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
225 Liberty Street, New York, NY 10281-1008
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