Shirl Penney Email & Phone Number
Chief Executive Officer @ Dynasty Financial Partners
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Shirl Penney Location
- Saint Petersburg, FL, US
Shirl Penney Work
- 2010 -now Chief Executive Officer @
- 2016 -now Finance Leaders Fellow @
- 2005 -2008 Director of Business Development - Global Wealth Advisory Services @
- 2007 -2008 Director of Executive Financial Services @
- 1999 -2005 Director of Private Wealth Management @
Shirl Penney Education
- Bates College
Bachelor’s Degree (Economics)
1995-1999
Shirl Penney Skills
- Wealth Management
- Alternative Investments
- Investments
- Financial Advisory
- Wealth
- Financial Services
- Portfolio Management
- Corporate Finance
- Mergers
- Retirement Planning
- Series 65
- Equities
- Strategic Financial Planning
- Asset Allocation
- Venture Capital
- Asset Managment
- FINRA
- Fixed Annuities
- 401k
- Capital Markets
- Finance
- Marketing
- Customer Service
- Accounting
- Leadership
- Management
- Business Development
- Strategy
- Advisory Services
- Private Banking
- Mergers and Acquisitions
- Credit Unions
- Strategic Planning
- Program Management
- Estate Planning
- Series 63
- Fixed Income
- Bonds
- Insurance
- Wealth Management Services
- Financial Modeling
- Derivatives
- IRAs
- Bloomberg
- Investment Advisory
- Mutual Funds
- Uniform Combined State Law
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Series 24
- Private Equity
- Investment Banking
- ETFs
- Trading
- Retirement
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Financial Markets
Shirl Penney Summary
- Shirl Penney, based in Saint Petersburg, FL, US, is currently a Chief Executive Officer at Dynasty Financial Partners. Shirl Penney brings experience from previous roles at The Aspen Institute, Citigroup and Salomon Smith Barney. Shirl Penney holds a 1995 - 1999 Bachelor’s Degree in Economics @ Bates College. With a robust skill set that includes Wealth Management, Alternative Investments, Investments, Financial Advisory, Wealth and more. Shirl Penney has 3 emails and 2 mobile phone numbers on RocketReach.
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