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 marketing consultant since December after a 34-year profession at Schwab, in response to his LinkedIn profile.
His most up-to-date function, for almost 16 years, on the funding big was managing director, enterprise growth, in response to 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 steerage and management expertise over three a long time in monetary providers shall be integral to Dynasty’s enlargement, the agency stated.
“We’re very happy that Tim agreed to hitch us as a strategic advisor,” Shirl Penney, Dynasty Monetary Companions founder and CEO, stated. ”As an architect of the RIA area and certainly one of its longest-tenured professionals, he’ll convey super worth to us as we navigate this fast-growing trade, and as we consider our total Core Platform product technique and supply, amongst different key initiatives.”