Shirl Penney is a eficient professional, who works in The Aspen Institute as a Finance Leaders Fellow from 2016. This expert gained professional experience in more than six positions at various companies. Shirl Penney went to the Bates College and received education from 1995 to 1999. New York, New York is the area, where this person was known to be located. Their email address and phone are accessed through this website by request.
Name variants:
Shirley Penney
Last updated Jun 19, 2024
Contact Information
Last Update
Jul 13, 2022
Email
sh**@dynastyfinancialpartners.com
Location
New York, NY
Company
Workplace
Finance Leaders Fellow
Washington, DC
Industry
Nonprofit Organization Management
Colleagues
Work History
Finance Leaders Fellow
The Finance Leaders Fellowship Program seeks to develop the next generation of responsible, community-spirited leaders in the global finance industry. This new, two-year program is modeled o...
from Aug 1, 2016
President, Chief Executive Officer
200 Central Ave, St Petersburg, FL 33701
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry's leading independent investment advisor teams and offers registered investment a...
from Nov 2010
Director of Executive Financial Services
388 Greenwich St, New York, NY 10013
Jan 2007 — Jun 2008
Director of Business Development - Global Wealth Advisory Services
388 Greenwich St, New York, NY 10013
Jun 2005 — Aug 2008
Director of Private Wealth Management
1585 Broadway, New York, NY 10003
Jun 1999 — Jun 2005
Education
1995 — 1999
Occupations
Executive
Chairperson
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Advisor
Chief Executive
Corporate Executive
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Investments
Financial Services
Financial Advisory
Alternative Investments
Wealth Management Services
Wealth
Finance
Portfolio Management
Series 7
Mutual Funds
Investment Advisory
Hedge Funds
Asset Allocation
Equities
Investment Management
Investment Strategies
Capital Markets
Securities
Fixed Income
Investment Banking
Private Equity
Series 63
Corporate Finance
Retirement Planning
Venture Capital
Risk Management
High Net Worth Individuals
Mergers
Finra
Private Banking
Derivatives
Estate Planning
Bloomberg
Series 65
401K
Financial Modeling
Trading
Series 24
Financial Markets
Insurance
Iras
Retirement
Strategic Financial Planning
Asset Managment
Fixed Annuities
Options
Uniform Combined State Law
Bonds
Etfs