Dennis Packard Email & Phone Number
Director, Financial Planner @ Edelman Financial Engines
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Dennis Packard Location
- Oklahoma City, OK, US
Dennis Packard Work
- 2023 -now Director, Financial Planner @
- 2006 -2023 Partner and CERTIFIED FINANCIAL PLANNERâ„¢ @
- 1999 -2006 Investment Consultant @
- 1997 -1999 Corporate and Government Agency Bond Analyst @
Dennis Packard Education
- Boston University
(Financial Planning)
2008-2010 - Oklahoma State University
Bachelors (Finance)
1993-1997
Dennis Packard Skills
- Investments
- Retirement Planning
- Cash Flow Management
- Financial Planning
- Risk Management
- Portfolio Management
- Estate Planning
- College Savings Plans
- Investment Advisory
- Wealth Management
- Strategic Financial Planning
- Cash Flow
- Series 7
- 401k
- Retirement
- Investment Strategies
- Financial Advisory
- Mutual Funds
- Finance
- Securities
- Asset Allocation
- Asset Management
- Alternative Investments
- ETFs
- Series 63
- IRAs
- Investment Management
- Retirement Plan Consulting
- Pensions
- Financial Services
- Equities
- Fixed Income
- Leadership
- Practice Management
- Business Analysis
- Strategy
- Customer Service
- RIA
- Project Management
Dennis Packard Summary
- Dennis Packard, based in Oklahoma City, OK, US, is currently a Director, Financial Planner at Edelman Financial Engines. Dennis Packard brings experience from previous roles at Align Wealth Management, TD Ameritrade and Dow Jones/ Bridge Financial. Dennis Packard holds a 2008 - 2010 Boston University. With a robust skill set that includes Investments, Retirement Planning, Cash Flow Management, Financial Planning, Risk Management and more. Dennis Packard has 2 emails and 5 mobile phone numbers on RocketReach.
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