Where does Shirl Penney work?

Shirl Penney is Founder of Dynasty Financial Partners.

What companies did Shirl Penney found?

Shirl Penney founded Dynasty Financial Partners.

Where did Shirl Penney go to school?

Shirl Penney studied at Bates College (Bachelor’s Degree, Economics).

Shirl Penney

Founder

Founder at Dynasty Financial Partners

St. Petersburg, Florida, United States

FoundedDynasty Financial Partners

Find your path to Shirl

471 people in our graph share verified history with Shirl — schools, employers, funds. One of them is your warm intro.

Kyle DohertyunlockedShirl: together at Salomon Smith Barney (2005)

×11Shirl: together at Salomon Smith Barney

Founder at Dynasty Financial Partners

Intro paths

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In turn, Shirl can intro founders to Dynasty Financial Partners's investors below.

Dynasty Financial Partners's investors · 1

ABRY PartnersBoston · $20M – $200M checks

Experience

Dynasty Financial PartnersChief Executive Officercurrent2010 — presentSt. Petersburg, Florida, United States
The Aspen InstituteFinance Leaders Fellowcurrent2016 — presentAspen, Colorado, United States
CitigroupDirector of Business Development - Global Wealth Advisory Services2005 — 2008New York, New York, United States
CitigroupDirector of Executive Financial Services2007 — 2008New York, New York, United States
Salomon Smith BarneyDirector of Private Wealth Management1999 — 2005New York, New York, United States

Skills & more

Wealth ManagementAlternative InvestmentsInvestmentsFinancial AdvisoryWealth69Financial ServicesPortfolio Management52Corporate Finance19Mergers18Retirement Planning20Series 6517Equities28

+8 more

Strategic Financial PlanningAsset AllocationVenture CapitalAsset ManagmentFINRAFixed Annuities401kCapital Markets

From Shirl's professional profile.

Frequently asked questions

Who is Shirl Penney?: Founder at Dynasty Financial Partners
Where does Shirl Penney work?: Shirl Penney is Founder of Dynasty Financial Partners.
What companies did Shirl Penney found?: Shirl Penney founded Dynasty Financial Partners.
Where did Shirl Penney go to school?: Shirl Penney studied at Bates College (Bachelor’s Degree, Economics).

Same school

Also attended Bates College52

Alex RendónInvestment Associate at BuenTrip Ventures Tasnia HuquePartner at Javelin Venture Partners William CareyVenture Partner & Advisor at 1414 Ventures Carolyn FlanaganPartner & Head of Human Resources at Adams Street Partners Rosie BellDirector of Marketing at LRVHealth Pierre PlanchePartner at Griffin Gaming Partners

+ 46 more

Shared employers

Also worked at Dynasty Financial Partners5

Todd ThomsonChief Operating and Financial Officer at Kairos Venture Investments, Llc Rebecca AlcalayManaging Director at RedBird Capital Partners Adam ClineVice President at OceanSound Partners Vidur KhatriPrincipal at ABRY Partners David KleinhandlerCo-Founder & CEO at Optifino

Also worked at The Aspen Institute154

Toby CoppelCo-founder and Partner at Mosaic Ventures Chandar LalPartner at Mosaic Ventures David Rosenthal, MDVenture Partner at AlleyCorp Gary LauderFounder at Lauder Partners Joshua BaerFounder & CEO at Capital Factory Samara Mejia HernandezFounding Partner at Chingona Ventures

+ 148 more

Also worked at Citigroup1,284

Nina AchadjianInvestor at Index Ventures Rishi ModiInvestor at GV (Google Ventures)RustyAdvisor at Clear Ventures Kerry WongHead of Investor Relations at Pantera Capital Tori KorineInvestor at OpenView Venture Partners Ann PauloseSenior Investor Relations Associate at Greycroft

+ 1,278 more

Also worked at Salomon Smith Barney1,637

Mary MeekerFounder & General Partner at BOND Aileen LeeFounder & Managing Partner of Cowboy Ventures Jenny LeeSenior Managing Partner at Granite Asia Luciana LixandruPartner at Sequoia Capital David VélezFounder & CEO of Nubank James DetweilerVP of Investments at Felicis Ventures

+ 1,631 more