Daniel Shaughnessy Email & Phone Number
Team Leader @ Wilmington Trust
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Daniel Shaughnessy Location
- Hauppauge, NY, US
Daniel Shaughnessy Work
- Team Leader @ (January 2024 - Present)
- Senior Wealth Advisor @ (September 2019 - January 2024)
- Senior Director @ (January 2008 - July 2019)
- District Sales Manager @ (January 2003 - January 2008)
- Branch Sales Manager @ (January 1998 - January 2003)
- Senior Account Executive @ (January 1995 - January 1998)
Daniel Shaughnessy Education
- UNC Kenan-Flagler Business School
Executive Education (Management Development)
2008-2008 - The Wharton School
Executive Education (Accounting and Finance)
2019 - The Wharton School
Executive Education (Mergers and Aquisitions)
2017 - Harvard Business School
Executive Education (Strategic Marketing Management)
2016
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
- Mergers
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 2008 - 2008 Executive Education in Management Development @ UNC Kenan-Flagler Business 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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