Shirl Penney's Location
Saint Petersburg, FL, US
Shirl Penney's Work
- Chief Executive Officer @ Dynasty Financial Partners
- Finance Leaders Fellow @ The Aspen Institute
- Director of Business Development - Global Wealth Advisory Services @ Citi
- Director of Executive Financial Services @ Citi
- Director of Private Wealth Management @ Morgan Stanley
Shirl Penney's Education
- Bates College
Bachelor’s Degree (Economics)
1995 - 1999
Shirl Penney's Skills
- Finance
- Marketing
- Customer Service
- Accounting
- Leadership
- Management
- Business Development
- Strategy
- Advisory Services
- Private Banking
Shirl Penney's Summary
Shirl Penney, based in Saint Petersburg, FL, US, is currently a Chief Executive Officer at Dynasty Financial Partners, bringing experience from previous roles at The Aspen Institute, Citigroup, Citi and Salomon Smith Barney. Shirl Penney holds a 1995 - 1999 Bachelor’s Degree in Economics @ Bates College. With a robust skill set that includes Finance, Marketing, Customer Service, Accounting, Leadership and more, Shirl Penney contributes valuable insights to the industry. Shirl Penney has 3 emails and 1 mobile phone number on RocketReach.
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