Daniel O'Grady Email & Phone Number

New York, Ny, Us

Registered Representative of and Securities offered through Voya Financial Partners, LLC (Member SIPC)I partner with Financial Advisors (all channels in the New York City marketplace) and help them deliver appropriate and cost effective retirement plan solutions to employers and employees. With a focus on positive plan participant outcomes, we provide employers with the most robust tools available in the retirement plan community, and when leveraged by employees, these resources will help participants achieve their retirement goals.

White Plains, New York, Us

Responsible for marketing and business development efforts for the firm. Specifically, raising capital for its private debt investment fund, in addition to growing the firm's direct lending and private debt investment platform. Founded in 2002, Sheridan is an experienced finance lender that has originated, underwritten, and/or managed over $500 million of specialty finance transactions. With an established platform, the firm develops customizable capital solutions while leveraging expertise in private debt strategy, underwriting, and servicing. The firm's Principals have worked together for 16 years, and their focus on short duration and high yielding opportunities in consumer receivables, commercial loans, leases/receivables, distressed and esoteric assets, provides exposure to an uncorrelated asset for investors.

Defined Contribution, Investment Only Wholesaler

With the acquisition of The Hartford RPG by MassMutual in January 2013, I transitioned to the role of Regional Sales Director, Retirement Plan Services, in the Maryland territory, on January 1, 2013. Responsibilities include partnering with Financial Advisors in the Wirehouse, Independent, Bank, Insurance, and RIA Channels, as well as Third Party Administrators.

Hartford, Ct, Us

As a Retirement Plan Wholesaler with The Hartford in the New Jersey territory, I partnered with Financial Advisors in the Wirehouse, Independent, Bank, Insurance, and RIA Channel. I became a Regional Sales Director with MassMutual in January 2013, with the acquisition of The Hartford's Retirement Plan Group by MassMutual on 1/1/13.

Responsible for driving Defined Contribution and Defined Benefit sales within the Wirehouse, Independent, Bank, and Third Party Administration Channels in the New Jersey territory.

As the Mutual Fund Wholesaler for Riversource Asset Management in the NY, CT, RI territory, my responsibilities were directed to driving sales of Riversource's suite of roughly 150 mutual funds, within the Wirehouse, Independent, RIA, and Bank Channels.

Vernier, Geneva, Ch

Paris, France, Fr

Paris, France, Fr

Education record

Bs, Economics