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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
Gordon Abel
CMO
Justin Weinkle
CFO
Jonathan Morris
Chief Legal & Governance Officer
Bob Shea
Chief Investment Officer
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
Vladimir Voyuts
SVP, Engineering
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

+9

Financial Analysis and Management

12 members

+8

Marketing and Communications

11 members

+5

Investment Banking and Compliance

8 members

Offices

This company has no offices yet

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