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.