Director, CEO Advisor Institute, OppenheimerFunds
Paul Blease, Director of CEO Advisor Institute, has more than 25 years of experiencein the financial services industry. He has served as a successful financial advisor, branch and complex manager at Merrill Lynch, and as a senior executive responsible for designing and developing Smith Barney’s Advanced Business Development and Team Training Program.
Now, as a nationally recognized thought leader, Paul helps financial advisors and complex managers review and transform how they run their businesses, leadtheir teams and balance their lives. Paul’s provocative and entertaining presentations add real value by challenging many of our industry’s fundamental assumptions, and offering compelling alternatives andsolutions that can help advisors advance their personal and professional lives to the next level.