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Financial Services (3256 companies including Dynasty Financial Partners)
Dynasty Financial Partners
www.dynastyfinancialpartners.com
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Last update Nov 15, 2018
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Board
CEO
Shirl Penney
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Chairman of the Board
Todd Thomson
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Director
Michael Brown
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Director
Jim Brown
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Director
William Donaldson
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Director
Jerrold Eberhardt
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Director
Harvey Golub
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Director
David Kleinhandler
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Director
Sam Levinson
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N-1
N-2
CFO
Jason Emerson
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3
Capital Strategies
A... G...
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Control
D... V...
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Outsourced CFO
M... L...
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COO & Director
Edward Swenson
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2
PR & Com
S... C...
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Western
A... P...
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Compliance
J... R...
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Compliance, Dynasty Network
L... E...
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Investment
S... W...
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3
Investment Solutions
M... M...
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Investments
J... D...
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Investments
N... G...
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Legal & Governance
J... M...
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Marketing
G... A...
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2
Digital Mktg
J... B...
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Marketing & Experience
S... G...
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Chief of Staff
B... B...
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Talent
M... S...
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HR
A... K...
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CTO
P... M...
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Network Development
D... W...
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2
Network Development, Central
J... S...
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Network Development
B... B...
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Enterprise Strategy Group
G... R...
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Enterprise Strategy Group
E... F...
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Platform Operations
M... W...
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2
Platform Operations
M... D...
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Platform Operations
S... S...
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Transition & Relationship
T... C...
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2
Relationship & Transition
J... P...
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Relationship Management
T... G...
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RIA Growth Strategies
J... R...
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Strategic Analysis
J... W...
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Relationship Management
J... Z...
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