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 Jul 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 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.

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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
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7 roles · 20 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 participant education. He was recognized by Plan Adviser Magazine as one of the "Most Succesful Advisors of 2009", and as one of the "Top 100 Retirement Plan Advisors" in 2010, 2011, and 2012.* Mr. O'Shea holds the Chartered Retirement Plans Specialist designation from the College of Financial Planning.Mr. O'Shea received a B.A. in Political Science from Amherst College, and was the captain of the 2007 NCAA Division III Men's National Championship Basketball Team.*Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients.

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 →

AD Andrew Doane Andrew Doane Colleague at Columbia Threadneedle Investments, UsNew York, United States View → KT Kim Tran Kim Tran Colleague at Columbia Threadneedle Investments, UsNorth Easton, Massachusetts, United States View → EK Ellen Kauer Ellen Kauer Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States View → LK Lyn Kephart-Strong-Home Lyn Kephart-Strong-Home Colleague at Columbia Threadneedle Investments, UsUnited States View → PG Patrick Graydon, Cfa Patrick Graydon, Cfa Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States View → SR Shannon Rinehart, Cfa Shannon Rinehart, Cfa Colleague at Columbia Threadneedle Investments, UsMinneapolis, Minnesota, United States View → DM Daniel Mkumbo Daniel Mkumbo Colleague at Columbia Threadneedle Investments, UsDar Es-Salaam, Dar Es Salaam, Tanzania, United Republic Of View → DS Dan Steele, Cima® Dan Steele, Cima® Colleague at Columbia Threadneedle Investments, UsScituate, Massachusetts, United States View → HS Hajra Skm Hajra Skm Colleague at Columbia Threadneedle Investments, UsSamarinda, East Kalimantan, Indonesia View → SP Susan Parker Susan Parker Colleague at Columbia Threadneedle Investments, UsJoliet, Illinois, 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 Andrew Doane, Kim Tran, Ellen Kauer, Lyn Kephart-Strong-Home, and Patrick Graydon, Cfa.

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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