Daniel McShea has worked in the financial services industry since 1990. Daniel began their career at A.G. Edwards as a Vice President and then moved on to Wells Fargo Advisors in 2009 in the same role. In 2011, they joined Capital Guardian LLC as a Vice President, followed by Westport Resources Investment Services in 2012. Daniel currently works at Cabot Lodge Securities as a Vice President and Financial Advisor, a position they have held since 2019.
Daniel McShea attended Utica Free Academy--High School and subsequently Niagara University, where they earned a Bachelor of Science (BS) in Commerce with a focus in Business Administration and Management, General in 1970.
August, 2019 - present
Managing Director | Head - Business Enablement | B2c Technology & Operations At BMO Financial Group at BMO Financial Group
Accounting Manager at Baker Tilly
Vp, Financial Crimes Response at TD Bank Group
Senior Development Accounting Manager at Federal Realty Investment Trust
Senior Director, Finance, Sales And Revenue at Andela
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