About Us

Executive Biography: Mr. Shadan

Mr. Shadan is a seasoned executive and entrepreneur recognized for his expertise in business strategy, corporate development, and venture capital. With a career spanning three decades in technology and finance, he has a proven track record of executing transformational business plans and building high-value strategic alliances for both startups and established global firms.

At Saba Software, Inc., a then-publicly traded leader in cloud talent management, Mr. Shadan was recruited by the CEO to overhaul their partner ecosystem. He successfully scaled the base from three unproductive contracts to 120 global partners in just one year, reaching a client base that included the majority of the Fortune 500. Following this success, he led a critical turnaround of the company’s customer satisfaction (CSAT) and NPS frameworks, working with senior leadership to resolve systemic service issues in real-time.

As an innovator, Mr. Shadan is the Founder and Chairman of Diginome, Inc., where he secured a revolutionary patent for “DataDNA,” a digital integrity platform currently being developed alongside a former Chief Architect from Symantec.

His previous leadership roles include serving as COO of Coherity and Strategy Director at IQLabs, where he collectively raised over $17 million in venture capital.

His extensive background in high-level finance includes leading a Private Banking division for Wells Fargo, where he grew a $300M+ portfolio from the ground up. Following his tenure at Wells Fargo, he joined Fidelity Investments, the world’s largest global retirement platform, where he continued to apply his expertise in relationship management and financial strategy.

Mr. Shadan holds degrees in Industrial/Organizational Psychology and Bioengineering, with additional postgraduate studies in Law, Financial Management, and Venture Capital.

About Ascend

The Story Behind Ascend

Bringing Peace of Mind to Life's Most Important Transitions

At Ascend Private Client Services, we believe that every family deserves more than a well-written estate plan—they deserve a clear path forward.

While attorneys, financial advisors, and fiduciaries help families prepare legally and financially, there is often a critical gap when those plans need to be put into action. Trustees and loved ones suddenly find themselves responsible for countless decisions, unfamiliar responsibilities, and emotional challenges, often during one of the most difficult times of their lives.

That’s where Ascend comes in.

We serve as your trusted implementation partner, helping families carry out the practical, logistical, and personal aspects of an estate plan with professionalism, compassion, and discretion.

Our Mission is Simple:

“To transform uncertainty into clarity, confusion into confidence, and difficult transitions into lasting peace of mind.”

Who We Are

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Our Vission

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Our Vission

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