Daniel Conway Shaughnessy is an M&T Bank President's Council Award and Wilmington Trust Chairman’s Club Award Winner.He is a Certified Exit Planning Advisor and Certified Merger & Acquisition Advisor. Daniel is Founder & President of the Business Owners Advisory Council. He also founded the Exit Planning Institute of Long Island. As Wilmington Trust’s Practice Leader, for the Long Island marketplace, Daniel is responsible for an initiative designed to enhance the lives of business owners, high net worth individuals, families and non-profit organizations throughout New York State and Florida.In particular, he is building & will ultimately lead an elite interdisciplinary Special Operations Unit dedicated to transforming the Wealth Management client experience.* Business Owners * Healthcare Executives * Nonprofit Organizations HONESTY, INTEGRITY, and CANDOR Daniel works extensively with select teams of subject matter experts providing the optimal client experience by developing comprehensive wealth plans that integrate investment management with tax mitigation & asset protection strategies. Prior to joining Wilmington Trust, Daniel was a Senior Director with BNY Mellon. Daniel was a founding member of the Private Business Advisory Group; A select team responsible for the creation & implementation of an offering designed to support privately held business owners & their advisors.Previously, Daniel served as District Sales Manager & Vice President of HSBC's Consumer Lending Group (2003-2008). During his tenure, Daniel held National Leadership and Business Development roles (1995-2003). In 2019, Daniel achieved Aresty Scholar status from The Wharton School, University of Pennsylvania. This designation recognizes an ongoing commitment to professional development. He also has advanced management and leadership educational experiences at Harvard Business School and Keegan Flagler Business School, at University of North Carolina, Chapel Hill. Daniel has been honored by the Society of the Friendly Sons of Saint Patrick as a recipient of their prestigious "Favorite Son Award". His wife & their 3 boys live in Belle Terre, Long Island.