Shirl Penney

Chief Executive Officer

Saint Petersburg, FL

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Dynasty Financial Partners

Chief Executive Officer

Citi

Director of Executive Financial Services

Morgan Stanley

Director of Private Wealth Management

The Aspen Institute

Finance Leaders Fellow

Citi

Director of Business Development - Global Wealth Advisory Services

Bates College

Senior Associate, Platform Operations at dynastyfinancialpartners.com

Vice President, Wealth Strategies Advisor at dynastyfinancialpartners.com

Director Of Business Development - Eastern Region at dynastyfp.com

Nick Gerace

Advisory Services Relationship Manager at dynastyfp.com

President and Chief Operations Officer at dynastyfp.com

Yurong Li

FX E-Trading and Algo at citigroup.com

Vice President, Financial Advisor Wealth Management at citigroup.com

Albert Wong