Dynasty Financial Partners hired former Charles Schwab executive Tim Oden for its executive-in-residence program, which provides mentoring and other support to registered investment advisors, Dynasty said Tuesday.
Shirl Penney, CEO of Dynasty, which provides technology and other services to RIAs, says the executive-in-residence program evolved out of another program that helps advisors become more effective CEOs, providing guidance on topics such as marketing, management, and business strategy. “It’s very comprehensive,” Penney…
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