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Daniel Shaughnessy Location
Hauppauge, NY, US
Daniel Shaughnessy Work
2024 -now Team Leader @
2019 -2024 Senior Wealth Advisor @
2008 -2019 Senior Director @
2003 -2008 District Sales Manager @
1998 -2003 Branch Sales Manager @
1995 -1998 Senior Account Executive @
Daniel Shaughnessy Education
The Wharton School 2019
Harvard Business School 2016
UNC Kenan-Flagler Business School 2008-2008
The Wharton School
Executive Education (Management Development)
2008-2008
Daniel Shaughnessy Skills
Team Building
Leadership Development
Strategic Planning
Marketing Strategy
Financial Analysis
Wealth Management
Business Strategy
Financial Modeling
Private Banking
Management
Finance
Budgets
Strategy
Mergers
Leadership
Marketing
New Business Development
Business Development
Financial Services
Mergers & Acquisitions
Daniel Shaughnessy Summary
Daniel Shaughnessy, based in Hauppauge, 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 The Wharton School. With a robust skill set that includes Team Building, Leadership Development, Strategic Planning, Marketing Strategy, Financial Analysis and more. Daniel Shaughnessy has 1 emails and 3 mobile phone numbers on RocketReach.
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