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Shirl Penney
Shirl Penney
Finance Leaders Fellow | Dynasty Financial Partners
Saint Petersburg, Florida, United States
Shirl Penney
Summary
Shirl Penney is the President and CEO of Dynasty Financial Partners, a firm dedicated to empowering independent financial advisors. With a strong background in finance, he has a proven track record of enhancing the financial advisory model through innovative solutions and a collaborative community. Shirl founded Dynasty to streamline operations for advisors, allowing them to focus on client service and business growth. His leadership is characterized by a commitment to ethical practices, financial literacy, and community engagement. He is also a Finance Leaders Fellow at The Aspen Institute, where he nurtures the next generation of finance leaders. Shirl's insights have been featured in prominent publications like Forbes and Financial Planning, highlighting his expertise in wealth management and advisory independence. He holds a Bachelor's Degree in Economics from Bates College and has received multiple awards for his contributions to the industry.
Shirl Penney
Work Experience
Finance Leaders Fellow at
The Aspen Institute
August 2016 - Present
Chief Executive Officer at
Dynasty Financial Partners
November 2010 - Present
Director of Business Development - Global Wealth Advisory Services at
Citi
June 2005 - August 2008
Director of Executive Financial Services at
Citi
January 2007 - June 2008
Director of Private Wealth Management at
Morgan Stanley
June 1999 - June 2005
Shirl Penney
Education
Bates College, Bachelor’s Degree
January 1995 - January 1999
Frequently Asked Questions about Shirl Penney
What is Shirl Penney email address?
Shirl Penney's primary email address is ***********@dynastyfp.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Shirl Penney work for?
Shirl Penney is a Finance Leaders Fellow at Dynasty Financial Partners, a company specializing in Monetary Authorities-Central Bank.
Where Shirl Penney graduated from?
Shirl Penney holds a degree in Economics from Bates College.
How can I directly contact Shirl Penney?
To contact Shirl Penney directly, you can use the email address ***********@dynastyfp.com. Complete contact information is available upon registration with Muraena.
Who is Shirl Penney?
Shirl Penney is the President and CEO of Dynasty Financial Partners, a firm dedicated to empowering independent financial advisors. With a strong background in finance, he has a proven track record of enhancing the financial advisory model through innovative solutions and a collaborative community. Shirl founded Dynasty to streamline operations for advisors, allowing them to focus on client service and business growth. His leadership is characterized by a commitment to ethical practices, financial literacy, and community engagement. He is also a Finance Leaders Fellow at The Aspen Institute, where he nurtures the next generation of finance leaders. Shirl's insights have been featured in prominent publications like Forbes and Financial Planning, highlighting his expertise in wealth management and advisory independence. He holds a Bachelor's Degree in Economics from Bates College and has received multiple awards for his contributions to the industry.
Shirl`s contact details
***********@dynastyfp.com
************@aspeninstitute.org
***********@dynastyfinancialpartners.com
Colleagues
Senior Vice President, Technology Network Services
Senior Vice President
Senior Vice President, Manager Product Administration
Chief Investment Officer
Managing Director
Senior Vice President, Business Development
Senior Vice President, Head of Community & Events
SVP, Head of Operations Coordinators and Operations Change Management
Senior Vice President - Compliance
VP, Vendor Management Coordinator