Dan O'Shea, Cima®, Crps®
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Dan O'Shea, Cima®, Crps® Email & Phone Number

DCIO Channel Leader at Columbia Threadneedle Investments, US
Location: Boston, Massachusetts, United States 7 work roles 1 school
1 work email found @columbiathreadneedle.com 2 phones found area 617 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@columbiathreadneedle.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Columbia Threadneedle Investments, US
Role
DCIO Channel Leader
Location
Boston, Massachusetts, United States
Company size
2448 employees

Who is Dan O'Shea, Cima®, Crps®? Overview

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Quick answer

Dan O'Shea, Cima®, Crps® is listed as DCIO Channel Leader at Columbia Threadneedle Investments, US, a company with 2448 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at columbiathreadneedle.com, phone signal with area code 617, and a matched LinkedIn profile for Dan O'Shea, Cima®, Crps®.

Dan O'Shea, Cima®, Crps® previously worked as Regional Vice President - Investment Only Division at Columbia Threadneedle Investments, Us and Vice President - Investments at Ibg Financial Partners, Llc. Dan O'Shea, Cima®, Crps® holds Bachelor Of Arts, Political Science from Amherst College.

Company email context

Email format at Columbia Threadneedle Investments, US

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*@columbiathreadneedle.com
71% confidence

AeroLeads found 1 current-domain work email signal for Dan O'Shea, Cima®, Crps®. Compare company email patterns before reaching out.

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Profile bio

About Dan O'Shea, Cima®, Crps®

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name for the Columbia and Threadneedle group of companies. Columbia Management Investment Distributors Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered endorsements/recommendations, or indicative of any future performance or success. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit http://www.columbiathreadneedleus.com/social for more important disclosures and information.

Listed skills include Retirement Planning, Investments, Series 7, Strategic Financial Planning, and 7 others.

Current workplace

Dan O'Shea, Cima®, Crps®'s current company

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Columbia Threadneedle Investments, US
Columbia Threadneedle Investments, Us
DCIO Channel Leader
Boston, MA, US
Website
columbiathreadneedle.com
Employees
2448
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Company profile
View company profile Email format
7 roles · 19 years

Dan O'Shea, Cima®, Crps® work experience

A career timeline built from the work history available for this profile.

Vice President - Investments

Ibg Financial Partners, Llc

Foxboro, MA

Dan O'Shea joined IBG Financial Partners, LLC after a three year stint as the lead analyst for the 2012 PLANSPONSOR Adviser Team of the Year, Graystone Consulting - Danvers. While at Graystone, Mr. O'Shea consulted to over $2.2 billion dollars of retirement plan assets. Mr. O'Shea has a breadth of experience in investment consulting, manager selection, and.

Mar 2012 - May 2015
Team & coworkers

Colleagues at Columbia Threadneedle Investments, US

Other employees you can reach at columbiathreadneedle.com. View company contacts for 2448 employees →

MP Michel Pouliot Michel Pouliot Colleague at Columbia Threadneedle Investments, Us Woonsocket, Rhode Island, United States, United States View → GS Greg Shell Greg Shell Colleague at Columbia Threadneedle Investments, Us Milton, Massachusetts, United States, United States View → YZ Yuri Zbitnoff Yuri Zbitnoff Colleague at Columbia Threadneedle Investments, Us Boston, Massachusetts, United States, United States View → PW Patrick Ward Patrick Ward Colleague at Columbia Threadneedle Investments, Us Providence, Rhode Island, United States, United States View → RL Rosy Labaky Rosy Labaky Colleague at Columbia Threadneedle Investments, Us Avon, Massachusetts, United States, United States View → CM Conor Murphy Conor Murphy Colleague at Columbia Threadneedle Investments, Us Boston, Massachusetts, United States, United States View → KM Kelsey Mcsweeney, Cfa Kelsey Mcsweeney, Cfa Colleague at Columbia Threadneedle Investments, Us Boston, Massachusetts, United States, United States View → KC Kevin Connaughton Kevin Connaughton Colleague at Columbia Threadneedle Investments, Us Boston, Massachusetts, United States, United States View → LD Luke Diiorio Luke Diiorio Colleague at Columbia Threadneedle Investments, Us Boston, Massachusetts, United States, United States View → JL Jayson Licciardo Jayson Licciardo Colleague at Columbia Threadneedle Investments, Us Boston, Massachusetts, United States, United States View →
1 education record

Dan O'Shea, Cima®, Crps® education

FAQ

Frequently asked questions about Dan O'Shea, Cima®, Crps®

Quick answers generated from the profile data available on this page.

What company does Dan O'Shea, Cima®, Crps® work for?

Dan O'Shea, Cima®, Crps® works for Columbia Threadneedle Investments, US.

What is Dan O'Shea, Cima®, Crps®'s role at Columbia Threadneedle Investments, US?

Dan O'Shea, Cima®, Crps® is listed as DCIO Channel Leader at Columbia Threadneedle Investments, US.

What is Dan O'Shea, Cima®, Crps®'s email address?

AeroLeads has found 1 work email signal at @columbiathreadneedle.com for Dan O'Shea, Cima®, Crps® at Columbia Threadneedle Investments, US.

What is Dan O'Shea, Cima®, Crps®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 617 for Dan O'Shea, Cima®, Crps® at Columbia Threadneedle Investments, US.

Where is Dan O'Shea, Cima®, Crps® based?

Dan O'Shea, Cima®, Crps® is based in Boston, Massachusetts, United States while working with Columbia Threadneedle Investments, US.

What companies has Dan O'Shea, Cima®, Crps® worked for?

Dan O'Shea, Cima®, Crps® has worked for Columbia Threadneedle Investments, Us, Ibg Financial Partners, Llc, Morgan Stanley Smith Barney, Ubs Wealth Management, and A.G. Edwards & Sons, Inc..

Who are Dan O'Shea, Cima®, Crps®'s colleagues at Columbia Threadneedle Investments, US?

Dan O'Shea, Cima®, Crps®'s colleagues at Columbia Threadneedle Investments, US include Michel Pouliot, Greg Shell, Yuri Zbitnoff, Patrick Ward, and Rosy Labaky.

How can I contact Dan O'Shea, Cima®, Crps®?

You can use AeroLeads to view verified contact signals for Dan O'Shea, Cima®, Crps® at Columbia Threadneedle Investments, US, including work email, phone, and LinkedIn data when available.

What schools did Dan O'Shea, Cima®, Crps® attend?

Dan O'Shea, Cima®, Crps® holds Bachelor Of Arts, Political Science from Amherst College.

What skills is Dan O'Shea, Cima®, Crps® known for?

Dan O'Shea, Cima®, Crps® is listed with skills including Retirement Planning, Investments, Series 7, Strategic Financial Planning, Financial Advisory, Finance, 401K, and Mutual Funds.

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