Dynasty Financial Partners Culture | Comparably
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Dynasty Financial Partners Company Culture

Dynasty Financial Partners Culture

This score is derived from employee ratings & reviews

Top Rated Culture Dimensions

Dynasty Financial Partners CEO

Shirl Penney Dynasty Financial Partners' CEO
Shirl Penney

Dynasty Financial Partners Company Information

Dynasty Financial Partners Company Overview

The leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs.

Headquarter10019
United States of America
Websitedynastyfinancialpartners.com
Founding Date2009

Dynasty Financial Partners Competitors

Dynasty Financial Partners competitors include HighTower Advisors. Dynasty Financial Partners ranks 2nd in Overall Culture Score on Comparably vs its competitors. See below how Dynasty Financial Partners compares to its competitors with CEO Rankings, Product & Services, NPS, Pricing, Customer Services, Overall Culture Score, eNPS, Gender and Diversity Scores.

  1. #1
    HighTower Advisors' Logo
    HighTower Advisors
    3.9/5
  2. #2
    Dynasty Financial Partners' Logo
    Dynasty Financial Partners
    0/5

Dynasty Financial Partners Employees

2 employees at Dynasty Financial Partners have reviewed Dynasty Financial Partners across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.

Joining Dynasty Financial Partners - Employee Onboarding

The prevailing opinion from Comparably users about their company is that it was very prepared on their first day. Employees concluded that their overall onboarding experience was positive. 73% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.

Dynasty Financial Partners KPIs and OKRs

Employees’ understanding of Dynasty Financial Partners' KPIs and OKRs is essential for its success. Out of 1 Dynasty Financial Partners employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 1 have said yes.

AnswerPercent
Yes100%
No0%
Are your company's goals clear, and are you invested in them?
AnswerPercent
Yes0%
No0%
Are the KPIs/OKRs for your department clear?

Dynasty Financial Partners CEO & Leadership

Dynasty Financial Partners CEO - Shirl Penney

Dynasty Financial Partners Leadership

  • Shirl Penney  CEO / President

    Shirl Penney CEO / President

    Shirl Penney serves as the CEO / President of Dynasty Financial Partners.

  • Paul Metzger  Chief Technology Officer

    Paul Metzger Chief Technology Officer

    Paul Metzger serves as the Chief Technology Officer of Dynasty Financial Partners. Paul started at Dynasty Financial...

  • Gordon Abel  Chief Marketing Officer

    Gordon Abel Chief Marketing Officer

    Gordon Abel serves as the Chief Marketing Officer of Dynasty Financial Partners. Gordon started at Dynasty Financial...

  • Justin Barish  Vice President, Digital Marketing

    Justin Barish Vice President, Digital Marketing

    Justin Barish serves as the Vice President, Digital Marketing of Dynasty Financial Partners. Justin started at Dynasty...

  • Jamie Ralliford  Vice President, Chief Compliance Officer

    Jamie Ralliford Vice President, Chief Compliance Officer

    Jamie Ralliford serves as the Vice President, Chief Compliance Officer of Dynasty Financial Partners. Jamie started at...

  • Benjamin Bines  Senior Vice President of Network Development

    Benjamin Bines Senior Vice President of Network Development

    Benjamin Bines serves as the Senior Vice President of Network Development of Dynasty Financial Partners. Benjamin...

  • Jenna Bloomgarden  Vice President

    Jenna Bloomgarden Vice President

    Jenna Bloomgarden serves as the Vice President of Dynasty Financial Partners. Jenna started at Dynasty Financial...

  • Tara Coakley  Senior Vice President, Transition Services and Relationship Management

    Tara Coakley Senior Vice President, Transition Services and Relationship Management

    Tara Coakley serves as the Senior Vice President, Transition Services and Relationship Management of Dynasty Financial...

  • Michael DAgostino  Vice President - Platform and Investment Operations

    Michael DAgostino Vice President - Platform and Investment Operations

    Michael DAgostino serves as the Vice President - Platform and Investment Operations of Dynasty Financial Partners....

Dynasty Financial Partners Human Resources

Leading members of the Dynasty Financial Partners Human Resources Team include Mason Salit and Amanda Kerley.

  • Mason Salit  Chief Talent Officer

    Mason Salit Chief Talent Officer

    Mason Salit serves as the Chief Talent Officer of Dynasty Financial Partners. Mason started at Dynasty Financial...

  • Amanda Kerley  Director of Human Resources

    Amanda Kerley Director of Human Resources

    Amanda Kerley serves as the Director of Human Resources of Dynasty Financial Partners. Amanda started at Dynasty...

Dynasty Financial Partners Salaries

How much does Dynasty Financial Partners pay?

How much do people at Dynasty Financial Partners get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at Dynasty Financial Partners is $101,883, or $48 per hour, while the estimated median salary is $113,659, or $54 per hour.

At Dynasty Financial Partners, the highest paid job is a Director of Engineering at $170,954 annually and the lowest is an Admin Assistant at $45,905 annually. Average Dynasty Financial Partners salaries by department include: IT at $89,491, Operations at $81,890, Marketing at $149,682, and HR at $89,836. Half of Dynasty Financial Partners salaries are above $113,659.

1 employee at Dynasty Financial Partners ranks their Compensation in the Top 5% of similar sized companies in the US (based on 3 ratings) while 1 employee at Dynasty Financial Partners ranks their Perks And Benefits in the Top 5% of similar sized companies in the US (based on 1 ratings).

Last updated months ago.

1st Percentile
$63k
$63k1st Percentile
20th Percentile
$90k
$90k20th Percentile
40th Percentile
$111k
$111k40th Percentile
60th Percentile
$183k
$183k60th Percentile
80th Percentile
$233k
$233k80th Percentile
100th Percentile
$324k
$324k100th Percentile
$101,883*
Average Compensation
$113,659*
Median Compensation

* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.

Dynasty Financial Partners Salary Averages by Department

$0
$20k
$40k
$60k
$80k
$100k
$120k
$140k
$160k
$180k
$200k
$220k
Admin
$54,173
Admin$54,173
Business Development
$96,555
Business Development$96,555
Customer Support
$60,132
Customer Support$60,132
Design
$86,368
Design$86,368
Engineering
$116,763
Engineering$116,763
Finance
$73,387
Finance$73,387
HR
$89,836
HR$89,836
IT
$89,491
IT$89,491
Marketing
$149,682
Marketing$149,682
Operations
$81,890
Operations$81,890
Product
$122,606
Product$122,606
Sales
$210,541
Sales$210,541

Dynasty Financial Partners Careers

Dynasty Financial Partners Jobs

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Frequently Asked Questions regarding Dynasty Financial Partners

Who is the CEO of Dynasty Financial Partners?

Dynasty Financial Partners CEO is Shirl Penney, their score by employees is 100

What is Dynasty Financial Partners eNPS?

The eNPS for Dynasty Financial Partners is 100

What is the salary for Senior Developer in Dynasty Financial Partners?

Senior Developer average salary in the US is 130k

What are the salaries in the IT in Dynasty Financial Partners?

The average salaries for IT in Dynasty Financial Partners is 89k

Who are Dynasty Financial Partners competitors?

Dynasty Financial Partners main competitors are HighTower Advisors

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