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Daniel C. Shaughnessy is listed as Business Owner Advocate and Task Commander; Obsessed with enhancing lives and transforming the client experience. at Wilmington Trust, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at wilmingtontrust.com and a matched LinkedIn profile for Daniel C. Shaughnessy.
Daniel C. Shaughnessy previously worked as Team Leader at Wilmington Trust and Senior Wealth Advisor at Wilmington Trust. Daniel C. Shaughnessy holds Executive Education, Accounting And Finance from The Wharton School.
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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.
Listed skills include Leadership, Team Building, Mergers, Financial Modeling, and 16 others.
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Wilmington, De, Us
Craft and execute a strategic growth plan designed to provide an unparalleled client experience. Recruit, hire, and lead an elite interdisciplinary team of wealth management professionals who are dedicated to the cause and committed to enhancing lives.
Wilmington, De, Us
Daniel C. Shaughnessy is Practice Leader for the Long Island Region. He is a Certified Exit Planning Advisor and Certified Merger & Aquisition Advisor.Dan is leading an initiative to enhance the lives of Business Owners, high net worth individuals, families and non-profit organizations throughout the Tristate and Palm Beach County markets. He will be working extensively with select teams of subject matter experts to provide the optimal client experience by developing comprehensive wealth plans that integrate investment management with tax mitigation and asset protection strategies. Prior to joining Wilmington Trust, Dan was a Senior Director with BNY Mellon. During his tenure, Dan was a founding member of their National Private Business Advisory Group. An elite team of eight responsible for the creation and implementation of a customized offering designed to support privately held business owners and their advisors, throughout the owners journey; pre transaction planning, merger & acquisition, post liquidity wealth management. Daniel achieved Aresty Scholar status from The Wharton School, University of Pennsylvania. This designation recognizes an ongoing commitment to professional development. In 2019, he was honored by the Society of the Friendly Sons of St Patrick as their "Favorite Son". In 2020 he was inducted into Wilmington Trust's prestigious Chairman's Club for being a top performer. In 2021 Daniel was awarded M&T Bank's President's Council for leadership.In 2022 Daniel was awarded Schneps Media's A-List of Extraordinary Men.Daniel is also an Advisory Council Member of East End Arts.
New York, Ny, Us
Daniel C. Shaughnessy is a Certified Exit Planning Advisor, Certified Merger & Aquisition Advisor, and Senior Wealth Director with BNY Mellon Private Wealth Management. Daniel works with Business Owners, high net worth individuals, families and non-profit organizations to develop comprehensive wealth management plans that integrate their investment management and planning strategies. Daniel also works extensively with other Financial Advisors to provide these same services to their clients.Daniel is the Founder and President of the inclusive Exit Planning Institute of Long Island, as well as the exclusive Business Owners Advisory Council of Long Island. Daniel has been selected as a member of BNY Mellon's National Private Business Advisory Group. An elite team of eight responsible for the creation and implementation of a customized offering designed to support privately held business owners and their advisors; Pre transaction planning, merger & acquisition, post liquidity wealth management. He is a graduate of BNY Mellon's Pivotal program which honors top Client Executives Nationwide. Daniel has also been a market leader in BNY Mellon’s Private Wealth Management group for the last 5 years. Daniel joined BNY Mellon in 2008, having previously served as District Sales Manager and Vice President of HSBC's Consumer Lending Group (2003-2008). During his tenure with HSBC, Daniel held National Leadership and Business Development roles (1995-2003). Before entering the financial services profession, Daniel traveled the world as a Special Events Coordinator and student with UWP.Daniel achieved Aresty Scholar status from The Wharton School, University of Pennsylvania. This designation recognizes an ongoing commitment to professional development. In 2019, he was honored by the Society of the Friendly Sons of St Patrick as their "Favorite Son". Daniel is also an Advisory Council Member of East End Arts.
Quick answers generated from the profile data available on this page.
Daniel C. Shaughnessy works for Wilmington Trust.
Daniel C. Shaughnessy is listed as Business Owner Advocate and Task Commander; Obsessed with enhancing lives and transforming the client experience. at Wilmington Trust.
AeroLeads has found 2 work email signals at @wilmingtontrust.com for Daniel C. Shaughnessy at Wilmington Trust.
Daniel C. Shaughnessy is based in New York City Metropolitan Area, United States while working with Wilmington Trust.
Daniel C. Shaughnessy has worked for Wilmington Trust, Bny Mellon Wealth Management, and Hsbc Retail Banking And Wealth Management.
You can use AeroLeads to view verified contact signals for Daniel C. Shaughnessy at Wilmington Trust, including work email, phone, and LinkedIn data when available.
Daniel C. Shaughnessy holds Executive Education, Accounting And Finance from The Wharton School.
Daniel C. Shaughnessy is listed with skills including Leadership, Team Building, Mergers, Financial Modeling, Business Development, Finance, Strategic Planning, and Strategy.
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