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Dynasty Monetary Companions, a wealth administration platform for impartial corporations, has tapped former Charles Schwab & Co. govt Tim Oden as an executive-in-residence.
Oden, an RIA specialist and former chief in Schwab Advisor Companies, has been a contract senior guide since December after a 34-year profession at Schwab, in keeping with his LinkedIn profile.
His most up-to-date position, for practically 16 years, on the funding big was managing director, enterprise growth, in keeping 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 via the experience of profitable wealth administration executives. Oden’s steerage and management expertise over three a long time in monetary providers shall be integral to Dynasty’s enlargement, the agency mentioned.
“We’re more than happy that Tim agreed to affix us as a strategic advisor,” Shirl Penney, Dynasty Monetary Companions founder and CEO, mentioned. ”As an architect of the RIA area and one among its longest-tenured professionals, he’ll deliver super worth to us as we navigate this fast-growing business, and as we consider our total Core Platform product technique and supply, amongst different key initiatives.”
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