Directory

>

Shirl Penney

avatar

Shirl Penney

Finance Leaders Fellow | Dynasty Financial Partners

Saint Petersburg, Florida, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Shirl Penney

Work Experience

company logo

Finance Leaders Fellow at

The Aspen Institute

August 2016 - Present

company logo

Chief Executive Officer at

Dynasty Financial Partners

November 2010 - Present

company logo

Director of Business Development - Global Wealth Advisory Services at

Citi

June 2005 - August 2008

company logo

Director of Executive Financial Services at

Citi

January 2007 - June 2008

company logo

Director of Private Wealth Management at

Morgan Stanley

June 1999 - June 2005

Logos provided by Logo.dev

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

mail

***********@dynastyfp.com

************@aspeninstitute.org

***********@dynastyfinancialpartners.com

Colleagues

avatar
Ryan O'connell

Senior Vice President, Technology Network Services

avatar
Pat Nerney

Senior Vice President

avatar
Peter Greenberger Cfa Cfp

Senior Vice President, Manager Product Administration

avatar
Bob Shea

Chief Investment Officer

avatar
Sally Cates

Managing Director

avatar
Thomas Jay Kowalchuk

Senior Vice President, Business Development

avatar
Nicholas Stile

Senior Vice President, Head of Community & Events

avatar
Erica Sperber

SVP, Head of Operations Coordinators and Operations Change Management

Andy Butte

Senior Vice President - Compliance

avatar
Bonnie Hill

VP, Vendor Management Coordinator

View Contact details (it's free)
Request Profile Removal