We welcome Dennis Shanahan as operations associate. In that capacity Dennis will assist the operations division with overall day-to-day financial transactions and work directly with “third parties”—banks, brokers, depositories and fund companies—to maintain client assets. “We are extremely pleased that Dennis has joined us,” Kelly Caldwell said. “He brings a background of incredible experience, along with the emphasis on a family-oriented approach that is the hallmark of our service to clients.” Shanahan will be based in the company’s Venice headquarters.
A native New Yorker, Dennis brings a breadth of wealth advisory and private banking experience to his role at Caldwell. Prior to joining us, he was in charge of overseeing the day-to-day operations of a private investment advisory firm and has worked at some of the largest financial institutions on Wall Street, including Prudential, Morgan Stanley, Citigroup and U.S. Trust.
Since his relocation to Sarasota in 1996, Dennis has become known for delivering unparalleled service to high-net-worth families, nonprofit organizations and institutions. A graduate of State University of New York at Albany, he holds a bachelor of arts degree in public affairs and has held Series 7 and 63 licenses. He resides in Osprey with his wife Chris and their children, Matthew and Samantha.
To contact Dennis Shanahan, phone 941.493.3600 or email firstname.lastname@example.org.