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People Moves Related to "Five things I learned about the subterranean breakaway movement at IMPACT 2010, including that Tim Oden's been promoted at Schwab"


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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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