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Daniel Shields Location
Greenfield Center, NY, US
Daniel Shields Work
Managing Director @ The Prudent Group (AKA Ventegy / Blue Hart Ventegy) (October 2010 - Present)
Chief Financial Officer @ (April 2025 - March 2026)
Co-Founder and CFO @ (March 2023 - March 2025)
Strategic Advisor and Helios Evangelist @ Helios Life Enterprises (February 2020 - August 2023)
Managing Director and Lead Consultant and Coach @ Ventegy, LLC (dba The Prudent Group) (October 2010 - May 2022)
Virtual Law Practice Management Adviser (Fractional CFO and CEO(MP)) @ (November 2018 - January 2020)
Fractional C-Suite Coach @ (November 2018 - January 2020)
Strategic Coach and Private Investment Advisor @ TKG (A Ventegy/TPG Project) (May 2011 - May 2018)
Deal Architect @ Confidential (A Ventegy/TPG Project) (February 2016 - September 2017)
Special Projects Manager and Board Advisor @ Civil Solutions Inc. (A Ventegy/TPG Project) (June 2015 - October 2016)
President and CEO and Holding Company Board Advisor @ Orienge, LLC (A Ventegy/TPG Project) (August 2011 - February 2015)
CFO and Member of Board of Directors @ (February 2004 - May 2010)
Co-Founder and CFO and Member of Board of Directors @ CreditMinders (January 1999 - January 2002)
Senior Consultant @ Various Projects (June 1995 - May 1999)
President and CEO and Public Company Board of Directors Chairman @ TMMI (January 1991 - January 1995)
Director of New Business Development, Imagery Systems @ Allied/Eaton/Contel/Bunker Ramo Corporation (January 1980 - January 1991)
Daniel Shields Education
State University of New York College at Potsdam
BS (Mathematics & Economics)
Defense Systems Management College - Fort Belvoir
PMC (Government Systems Acquisition)
Daniel Shields Skills
Finance
Mergers & Acquisitions (M&A)
Negotiation
Business Strategy
Capital Raising
Project Planning
Financial Modeling
Financial Analysis
Financial Reporting
Strategy
Entrepreneurship
Enterprise Content Management
Business Development
Start-ups
Leadership
Due Diligence
Executive Management
Investments
Business Process Management
Mergers
Business Planning
Strategic Partnerships
Corporate Governance
Mergers & Acquisitions
Information Management
Records Management
New Business Development
Document Management
General Corporate Deal Readiness
Accounts Payable & Invoice Management Automation
Contracts Management
Venture Capital
Marketing
Contract Management
Management
Business Intelligence
Salesforce.com
Sales Process
Strategic Planning
Start Ups
Accounts Payable and Invoice Management Automation
Mergers and Acquisitions
Daniel Shields Summary
Daniel Shields, based in Greenfield Center, NY, US, is currently a Managing Director at The Prudent Group (AKA Ventegy / Blue Hart Ventegy). Daniel Shields brings experience from previous roles at Humach, Markets EQ, Helios Life Enterprises and Ventegy, LLC (dba The Prudent Group). Daniel Shields holds a BS in Mathematics & Economics @ State University of New York College at Potsdam. With a robust skill set that includes Finance, Mergers & Acquisitions (M&A), Negotiation, Business Strategy, Capital Raising and more. Daniel Shields has 1 emails and 4 mobile phone numbers on RocketReach.
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