Pricing

Dynasty FP

2 followers

‌

Dynasty Financial Partners helps successful advisors build their own businesses and independent advisors achieve their goals

Industries

Consulting

Headquarters

New York, United States

Employees

11-50

Links

Org chart

Shirl Penney

President & CEO

Shirl Penney

Collapse

CMO

CFO

COO

Chief Legal & Governance Officer

Bob Shea

Chief Investment Officer

Leslie Norman

CTO

Mason Salit

MD & Chief Talent Officer, Dynasty Network

Jeremy Gilbert

SVP & Chief of Staff

Brendan Bell

Head of Dynasty Connect

Erica Sperber Gillard

SVP, Platform Operations

Elizabeth Cancelosi

SVP, Transitions

Tim Reinhart

SVP, Senior Product Manager

Tjay Kowalchuk

SVP of Business Development, Western Division

Zong Chen

SVP, Information Technology

Matt Shute

SVP, Relationship Management

Steve Rusnak

VP, Finance Consultant

Jonathan Van Eaton

VP, Relationship Management

Bonnie Hill

VP, Vendor Management Coordinator

Allison Marshall

VP, Controls & Reconciliation Manager

Kenneth Martino

VP, Network Marketing

Porter Fraser

VP, Dynasty Connect

Mac del Valle

VP, Data Engineering

Gabby Martinez

AVP, Network Compliance

Sally Cates

Managing Director & Head, Public Relations and Communications

Sam Anderson

Chief Capital Officer

Ben Bines

Director of Business Development, Northeastern Division

Kylee Brenenborg

Executive Assistant, Office of the CEO

Pam Stross

Executive in Residence

Tim Oden

Chief Growth Officer

Alexa Hann

Associate, Product Manager

Liz Tarnof

Senior Associate, Operations Generalist

Giovanni Mannino

Associate, Technology Network Services

Ava Setteducato

Associate, Dynasty Marketing Services

Brady Durkin

Associate, OCFO

Jack Waltman

Associate, Sales Development Respresentative, Dynasty Connect

Teams

+31

Leadership Team

34 members

+17

Operations and Technology

20 members

Financial Analysis and Management

12 members

Marketing and Communications

11 members

Investment Banking and Compliance

8 members

Offices

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