Shareholders Service Group
San Diego, Calif.
Dan Skiles currently serves on the board of directors for the Financial Planning Association® (FPA®), the largest membership organization for CFP® professionals in the country, and includes many others who support the financial planning process.
As President of Shareholders Service Group, Skiles is involved in all aspects of managing the firm, with specific areas of focus include technology, finance, business operations and strategy.
Prior to joining SSG in 2009, Skiles was with The Charles Schwab Corporation where he had responsibilities with the planning and development of technology solutions for Schwab Institutional and leading Schwab Performance Technologies, Inc., ™ a subsidiary of The Charles Schwab Corporation. In addition, during his eight years at Schwab he visited hundreds of investment adviser offices and spoke frequently at industry events. Before joining Schwab in 2001, Skiles spent eight years with TD Waterhouse and was responsible for implementing technology solutions for the firm’s investment adviser clients.
Skiles is a leading industry expert who is often quoted in adviser trade publications and he also writes a monthly article for Investment Advisor magazine. He earned a bachelor's degree and a master’s in business from San Diego State University.