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Dynasty Financial Partners Claimed Company
Dynasty Financial Partners Company Culture
Dynasty Financial Partners Culture
This score is derived from employee ratings & reviewsTop Rated Culture Dimensions
N/A
Company Information
- Address
- 10019
United States of America
- Website
- dynastyfinancialpartners.com
- Founded
- 2009
Company Description
The leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs.
Key Executives
Name & Title
Bio
Shirl Penney
CEO / President
Shirl Penney serves as the CEO / President of Dynasty Financial Partners.
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 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 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 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 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 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 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 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 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.
HR Leaders
Name & Title
Bio
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 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 Employee Reviews
Positive Reviews from Employees
What is the best part about your compensation package?
100% of employees are equity owners
What do you like best about the leadership team?
Strong leaders with unlimited upside who shine brightest in a turbulent market environment
Let Dynasty Financial Partners Know You Want To Work There
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Leadership Score
100
out of 100
Executive rating?
100
out of 100
CEO rating?
100
out of 100
Manager rating?
Team Score
Coworker interaction?
100
out of 100
Quality of coworkers?
Environment Score
Work hours per day?
Pace at work?
Positive work environment?
Outlook Score
100
out of 100
Future outlook?
Customer perception?
Excited going to work?
Gender Score How positively women rate their overall experience at Dynasty Financial Partners
N/A
Diversity Score How positively minorities rate their overall experience at Dynasty Financial Partners
N/A
eNPS
Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"100
eNPS Score
| 100% | Promoters |
|---|---|
| 0% | Passives |
| 0% | Detractors |
Dynasty Financial Partners Competitors
- 1st
HighTower Advisors72 / 100 - 2ndDynasty Financial Partners0 / 100
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