Dan Skiles

Dan Skiles

President

Shareholders Service Group

Dan Skiles is involved in all aspects of managing Shareholders Service Group, which provides dedicated services for independent registered investment advisors from its San Diego headquarters. Specific areas of focus include technology, finance, operations and strategy. Prior to joining SSG, Dan served as Vice President of Advisor Technology Solutions at Charles Schwab & Co. He began his career at Jack White & Company in 1994.