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February 20, 2024 at 04:23 PM
Dynasty Financial Partners, a wealth management platform for independent firms, has tapped former Charles Schwab & Co. executive Tim Oden as an executive-in-residence.
Oden, an RIA specialist and former leader in Schwab Advisor Services, has been a freelance senior consultant since December after a 34-year career at Schwab, according to his LinkedIn profile.
His most recent role, for nearly 16 years, at the investment giant was managing director, business development, according to the profile, which shows he left the firm in October.
Dynasty created the executive-in-residence program to boost its offerings to advisors through the expertise of successful wealth management executives. Oden’s guidance and leadership experience over three decades in financial services will be integral to Dynasty’s expansion, the firm said.
“We are very pleased that Tim agreed to join us as a strategic advisor,” Shirl Penney, Dynasty Financial Partners founder and CEO, said. ”As an architect of the RIA space and one of its longest-tenured professionals, he will bring tremendous value to us as we navigate this fast-growing industry, and as we evaluate our overall Core Platform product strategy and delivery, among other key initiatives.”
