CEO Monthly Issue 3 2018

22 CEO MONTHLY / ISSUE 3 2018 , Julie Sendelbach and Dave Thomas join as Senior Business Consultants. OppenheimerFunds Expands CEO Advisor Institute’s Executive Consulting Team 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 personalised service model that attracts and retains their best clientele. • Keep clients “buckled in” to their overarching investment strategy.