Daniel Shaughnessy Location
New York, NY, US
Daniel Shaughnessy Work
- 2024 - now Team Leader @ Wilmington Trust
- 2019 - 2024 Senior Wealth Advisor @ Wilmington Trust
- 2008 - 2019 Senior Director @ BNY Mellon Wealth Management
Daniel Shaughnessy Education
- The Wharton School
Executive Education (Accounting and Finance)
- The Wharton School
Executive Education (Mergers and Aquisitions)
- Harvard Business School
Executive Education (Strategic Marketing Management)
- UNC Kenan-Flagler Business School
Executive Education (Management Development)
2008 - 2008
Daniel Shaughnessy Skills
- Leadership
- Team Building
- Mergers
- Financial Modeling
- Business Development
- Finance
- Strategic Planning
- Strategy
- Financial Services
- Wealth Management
Daniel Shaughnessy Summary
Daniel Shaughnessy, based in New York, NY, US, is currently a Team Leader at Wilmington Trust. Daniel Shaughnessy brings experience from previous roles at Wilmington Trust, BNY Mellon Wealth Management and HSBC Retail Banking and Wealth Management. Daniel Shaughnessy holds a Executive Education in Accounting and Finance @ The Wharton School. With a robust skill set that includes Leadership, Team Building, Mergers, Financial Modeling, Business Development and more. Daniel Shaughnessy has 2 emails and 1 mobile phone numbers on RocketReach.
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Rick D'Emilia
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