Dan Skiles

About the Author

  • Dan Skiles

    Dan Skiles (dskiles@ssginstitutional.com) 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.

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