We found the following information about Dennis Shanahan at Caldwell Trust Company, where this person has worked as a Operations Associate since 2016. Dennis's total work experience is over 12 years, during which time this professional had at least six jobs at different companies to develop skills. Dennis studied at the University at Albany, Suny from 1989 to 1992. Clearwater, Florida is the place where the professional presently lives. You can search for Dennis's phone number and email. We can also provide you detailed contact information upon request.
Name variants:
Denis Shanahan,
Den Shanahan,
Denny Shanahan
Last updated May 04, 2024
Contact Information
Last Update
Jul 5, 2022
Email
de**@wspringw.com
Location
Clearwater, FL
Company
Workplace
Operations Associate
Venice, FL
Industry
Investment Management, Trust Management Investment Advisory Service, Financial Advisory Services
Colleagues
Work History
Operations Associate
1400 Center Rd, Venice, FL 34285
Assist the operations division with overall day-to-day financial transactions and also work directly with third parties—banks, brokers, depositories and fund companies—to maintain client ass...
from Nov 2016
Partner
We are a global advisory firm providing solutions for accredited investors, institutional clients and governments. We create and offer unique, customized Hedge Funds, Private Equity Funds an...
Sep 2015 — Nov 2016
Senior Vice President - Principal
We are an independent, privately held, registered investment advisory firm. FSCA’s investment model portfolios are designed to provide a disciplined money management approach that emphasizes...
Mar 2014 — Nov 2016
Senior Vice President - Client Services Director
2639 Fruitville Rd SUITE 101, Sarasota, FL 34237
Dennis is responsible for the delivery of Wellspring’s concierge services to high net worth families, non profit organizations and institutions. Serving as a senior relationship manager, Den...
Aug 2011 — Dec 2014
Vice President - Private Banking Manager
DENNIS SHANAHAN JOINS LYDIAN BANK & TRUST(SARASOTA, FL) – Dennis Shanahan has joined Lydian Bank & Trust’s Sarasota office as Assistant Vice President, Private Banking Manager. With more tha...
Oct 2008 — Aug 2011
Sales and Service Officer
100 north Tryon St, Charlotte, NC 28202
Assisted in establishing, maintaining, growing client relationships and coordinating special projects while overseeing the day to day maintenance of a $750 million dollar book of business.
May 2005 — Oct 2008
Education
1989 — 1992
1987 — 1989
Occupations
Operations Associate
Accountant
Finance and Accounting Specialist
Executive
Partner
Professor
School Principal
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
School Administrator
Educational Manager
Skills
Wealth Management
Portfolio Management
Financial Services
Investments
Investment Advisory
Banking
Finance
Securities
Private Equity
Private Banking
Wealth Management Services
Customer Service
Mutual Funds
High Net Worth Individuals
Strategy
Financial Advisory
Hedge Funds
Series 7
Credit
Loans
Asset Management
Investment Management
Series 63
Asset Allocation
Mergers and Acquisitions
Financial Structuring
Investment Strategies
Fixed Income
Alternative Investments
Equities
Funding
Capital Markets
Financial Markets
Trading
Venture Capital
Crm
Mortgage Lending
Investment Banking
Strategic Partnerships
Emerging Markets
Structured Finance
Customer Relations
Mergers
Commercial Lending
Operations Management
Investor Relations
FAQs about Dennis Shanahan
What is the main profession of Dennis Shanahan?
Dennis Shanahan is a Operations Associate.
What jobs is Dennis Shanahan a professional at?
Dennis is proficient at Operations Associate jobs.
Where is Dennis Shanahan currently located?
The expert is currently located in Clearwater, Florida.
What is the expert's email?
Dennis's email is de**@wspringw.com.
Where did Dennis Shanahan work?
This expert worked at Caldwell Trust Company, Hedgeo.
Where has Dennis Shanahan studied?
Dennis studied at the University at Albany, Suny from 1989 to 1992.
Are there any professional industries, that Dennis Shanahan is connected to?
Dennis Shanahan works in Financial Services industry.
What are the skills of Dennis Shanahan?
Dennis Shanahan has the following skills: Wealth Management, Portfolio Management, Financial Services, Investments, Investment Advisory, Banking, Finance, Securities, Private Equity, and Private Banking.