Dynasty Monetary Companions, a wealth administration platform for impartial companies, has tapped former Charles Schwab & Co. government Tim Oden as an executive-in-residence.
Oden, an RIA specialist and former chief in Schwab Advisor Companies, has been a contract senior advisor since December after a 34-year profession at Schwab, in line with his LinkedIn profile.
His most up-to-date position, for practically 16 years, on the funding big was managing director, enterprise growth, in line with the profile, which reveals he left the agency in October.
Dynasty created the executive-in-residence program to spice up its choices to advisors by the experience of profitable wealth administration executives. Oden’s steering and management expertise over three many years in monetary companies can be integral to Dynasty’s enlargement, the agency stated.
“We’re very happy that Tim agreed to affix us as a strategic advisor,” Shirl Penney, Dynasty Monetary Companions founder and CEO, stated. ”As an architect of the RIA house and one in all its longest-tenured professionals, he’ll deliver large worth to us as we navigate this fast-growing business, and as we consider our general Core Platform product technique and supply, amongst different key initiatives.”
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