Dynasty Financial Partners Culture | Comparably
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Dynasty Financial Partners Compagnie réclamée

Dynasty Financial Partners Culture d’entreprise

Culture Dynasty Financial Partners

Ce score est dérivé des évaluations et avis des employés

Dimensions culturelles les mieux cotées

N/A

PDG de Dynasty Financial Partners

Shirl Penney Dynasty Financial Partners' CEO
Shirl Penney

Informations sur la société

Adresse
10019
United States of America
Site Internet
dynastyfinancialpartners.com
Fondé
2009

Description de l’entreprise

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

Dirigeants clés

Nom et titre
Bio
Shirl Penney  CEO / President
Shirl Penney
CEO / President
Shirl Penneysert en tant que CEO / President de 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 Partners in Apr of 2014. Paul currently resides in the Greater New York City Area.
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 Partners in Feb of 2018. Gordon currently resides in the Greater New York City Area.
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 Financial Partners in Feb of 2018. Justin currently resides in the Greater New York City Area.
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 Dynasty Financial Partners in June of 2017. Jamie currently resides in the Greater New York City Area.
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 started at Dynasty Financial Partners in February of 2018. Benjamin currently resides in the Greater New York City Area.
Jenna Bloomgarden  Vice President
Jenna Bloomgarden
Vice President
Jenna Bloomgarden serves as the Vice President of Dynasty Financial Partners. Jenna started at Dynasty Financial Partners in April of 2018. Jenna currently resides in the Greater New York City Area.
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 Partners. Tara started at Dynasty Financial Partners in February of 2019. Tara currently resides in the Greater New York City Area.
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. Michael started at Dynasty Financial Partners in February of 2017. Michael currently resides in the Greater New York City Area.
Caitlin Douglas  Vice President, Transitions
Caitlin Douglas
Vice President, Transitions
Caitlin Douglas serves as the Vice President, Transitions of Dynasty Financial Partners. Caitlin started at Dynasty Financial Partners in November of 2018. Caitlin currently resides in the Baltimore, Maryland Area.

Leaders RH

Nom et titre
Bio
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 Partners in May of 2018. Mason currently resides in the Greater New York City Area.
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 Financial Partners in December of 2010. Amanda currently resides in the Greater New York City Area.

Dynasty Financial Partners Avis des employés

Avis positifs
100%
100%
0%
Commentaires constructifs
0%

Commentaires positifs des employés

Quelle est la meilleure partie de votre programme de rémunération?

100% of employees are equity owners

Qu’est-ce qui vous plaît le plus dans l’équipe de direction?

Strong leaders with unlimited upside who shine brightest in a turbulent market environment

Laissez Dynasty Financial Partners savoir que vous voulez travailler là-bas

Dîtes à Dynasty Financial Partners que vous êtes intéressé à travailler dans l'entreprise tout en maintenant votre identité personnelle anonyme. Comparably donnera à Dynasty Financial Partners l’occasion de vous embaucher. Quand un poste qui vous convient s'ouvrira, nous ferons le match.

Score de direction

TendanceLe score de cette catégorie a eu tendance à augmenter % depuis le mois dernier
100
sur 100
Évaluation de la direction?
100
sur 100
Évaluation du PDG?
100
sur 100
Évaluation du gestionnaire?

Score d’équipe

TendanceLe score de cette catégorie a eu tendance à augmenter % depuis le mois dernier
AnswerPercent
Oui100%
Non0%
AnswerPercent
Oui100%
Non0%
Interaction avec un collègue?
100
sur 100
Qualité des collègues?

Score de l’environnement

TendanceLe score de cette catégorie a eu tendance à augmenter % depuis le mois dernier
AnswerPercent
7 ou moins0%
80%
10100%
120%
Plus de 120%
Heures de travail par jour?
AnswerPercent
Extrêmement rapide100%
Confortablement rapide0%
Modéré0%
Un peu lent0%
Bureaucratique0%
Rythme au travail?
AnswerPercent
Positif100%
Négatif0%
Environnement de travail positif?

Score Outlook

TendanceLe score de cette catégorie a eu tendance à augmenter % depuis le mois dernier
100
sur 100
Perspectives d’avenir?
AnswerPercent
Fantastique100%
Bien0%
Neutre0%
Mal0%
Terrible0%
Perception du client?
AnswerPercent
Oui100%
Non0%
Excité d’aller au travail?

Score de genre Comment positivement les femmes évaluent leur expérience globale à Dynasty Financial Partners

N/A

Score de diversité Comment positivement les minorités évaluent leur expérience globale à Dynasty Financial Partners

N/A

eNPS

Score de promoteur net suit le score global de vos employés à cette question: "Sur une échelle de 1 à 10, êtes-vous susceptible de recommander de travailler dans votre entreprise à un ami?"
100
Score eNPS
100%Promoters
0%Passives
0%Detractors

Dynasty Financial Partners Les concurrents

  1. 1st
    HighTower Advisors
    72 / 100
  2. 2nd
    Dynasty Financial Partners
    0 / 100

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