A financial services professional since 1997, Dennis began his career as an investment banking bond analyst for Dow Jones/Bridge Financial. Later, he joined TD Waterhouse in Oklahoma City, where he was a Senior Investment Consultant and Retirement Specialist, helping clients with their financial and retirement planning needs. Partnering with Brian in 2006, they jointly crafted their firm's client-first, team-oriented service strategy.
Dennis Packard
Director, Financial Planner
Edelman Financial Engines
United States, Oklahoma, Oklahoma City
About Me
Profile Information
Director, Financial Planner
Edelman Financial Engines
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Oklahoma City
Oklahoma
United States
Aug 16, 2024
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