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OppenheimerFunds Grows CEO Advisor Institute


OppenheimerFunds has made a key appointment to its CEO Advisor Institute with Paul Brunswick joining the firm as a Senior Business Consultant, He will report to Paul Blease, Director of CEO Advisor Institute at OppenheimerFunds.

In this role, Brunswick will represent the firm’s CEO Advisor Institute’s personal and professional development programs to advisors across the United States.
“The CEO Advisor Institute provides valuable insights to help advisors to grow their practice while empowering their clients to achieve their financial goals,” says Rocco Benedetto, Head of Broker/Dealer Channel at OppenheimerFunds.
Brunswick has 30 years of experience in the financial services industry and has worked closely with institutional and ultra-high-net-worth clients, as well as financial advisors and branch managers. He joins OppenheimerFunds from CEG Worldwide where he led their Corporate Solutions Division. Prior to CEG, he was the managing director of national business development for Smith Barney.
“Our Senior Business Consultants use their extensive experience in the financial industry to partner with advisors to develop strategies ranging from constructing high-performance teams to assisting their clients manage their increasingly complex financial lives,” says Blease.
Brunswick joins a team of OppenheimerFunds’ Senior Business Consultants who also include Jay Therrien, KT Gallo, JT Thorpe, and Tim Wilkinson.
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 personalised service model that attracts and retains their best clientele; and keep clients “buckled in” to their overarching investment strategy.
The complimentary app is available for download through the iTunes store.

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