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Articles tagged "Dynasty Financial"

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Tim Oden: 'It's hard not to get excited about having a seat at the table.'

Tim Oden departed Schwab after 37 years and was flooded with industry offers, but Shirl Penney made one he couldn't refuse -- a seat at the table

The RIA sales wizard joined Dynasty Financial Partners with understanding he would leave sales behind and earn his keep by focusing on strategic ideas.

February 22, 2024 at 2:20 AM

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Articles tagged "Dynasty Financial"

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February 22, 2024 at 2:20 AM

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February 22, 2024 at 2:20 AM

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