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Dynasty FP

2 followers

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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

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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
Peter M. Greenberger
SVP, Manager Product Administration
AJ Emanuele
SVP, Senior Product Manager
Allison Marshal
VP, Billing Supervisor
Steve Rusnak
VP, Finance Consultant
Jonathan Van Eaton
VP, Relationship Management
Bonnie Hill
VP, Vendor Management Coordinator
Elisa Hirschfield
VP, Data Operations System Analyst
Allison Marshall
VP, Controls & Reconciliation Manager
Kenneth Martino
VP, Network Marketing
Porter Fraser
VP, Dynasty Connect
Mac del Valle
VP, Data Engineering
Christopher Costanza
AVP, Software Engineer
Gabby Martinez
AVP, Network Compliance
Luke Leskanic
Assistant VP, Operations Billing
Bailee Hill
AVP, Investment Analyst
Jayson Keller
AVP, Operations Coordinator
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
Courtney Hartmann
Senior Associate, Client Success Manager
Alexxis Powell
Senior Associate, Compliance
Liz Tarnof
Senior Associate, Operations Generalist
Tate Miller
Senior Associate, Network Compliance
Nathan Saragoza
Senior Associate, Service Team
Ryan Tabris
Senior Associate, Technology Network Services
Alex Perdue
Senior Associate, OCFO
Michele Hopstetter
Senior Associate, Human Resources Generalist
Vishnu Jayakumar
Associate, Data Engineer
Giovanni Mannino
Associate, Technology Network Services
Alexander Swan
Associate, Wealth Management Technology
Cassidy Myers
Associate, Network Technology
Carson Demberger
Associate, Business Development
Hanna Gade
Associate, Account Executive
Jason Geronimo
Associate, Advisory Billing Platform Operatort
Blake Neely
Associate, Billing Analyst & Operations
Liliana Echeverria
Associate, Billing Reconciliation Analyst
Joseph Carvin
Associate, Dynasty Connect
Ava Setteducato
Associate, Dynasty Marketing Services
Grant Fiema
Associate, Network Marketing
Brady Durkin
Associate, OCFO
Haleigh Rogers
Associate, Public Relations & Communications
CJ Ferro
Associate, Sales Development Respresentative, Dynasty Connect
Jack Waltman
Associate, Sales Development Respresentative, Dynasty Connect
Torie Von Alt
Public Relations Consultant

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

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