Head of adviser technology at Charles Schwab departs for SSG Inc.
Dan Skiles, formerly the vice president of adviser technology with Charles Schwab & Co. Inc., today joined Shareholders Service Group Inc. of San Diego, a brokerage and custodial firm for independent registered investment advisers.
Dan Skiles, formerly the vice president of adviser technology with Charles Schwab & Co. Inc., today joined Shareholders Service Group Inc. of San Diego, a brokerage and custodial firm for independent registered investment advisers.
He has joined the privately held firm as an executive vice president and will report directly to its chief executive, Peter Mangan.
Mr. Skiles’s new role will focus on enhancing the firm’s platform of technology, investment products, and custodial services, the firm said in a statement.
“Dan brings significant knowledge to our firm with his extensive technology and brokerage services experience. He is also highly-regarded within the RIA community,” said Mr. Mangan.
“The past eight years at Charles Schwab were very gratifying and rewarding. I am very grateful to the firm and to my many friends and mentors there,” said Mr. Skiles, whose efforts at Schwab resulted in the significant expansion of technology services to RIAs.
Formed in 2002, Shareholders Service Group serves nearly 500 independent registered investment advisers and advisory firms around the country with brokerage services and back office support.
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