The Alliance of M&A Advisors is proud to feature this list of experts of all types:
Daniel C. Shaughnessy is a Senior Wealth Advisor 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 has been selected for Advisory Board membership on BNY Mellon’s National M&A and Business Owner Practice Group. 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.
He is a Certified Exit Planning Advisor, CEPA, and a member of the Exit Planning Institute.
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 is Founder of the exclusive Long Island Business Owners Advisory Council, as well as being President of the Exit Planning Institute, Long Island.
He is Vice Chairman of the Board of Trustees of the Royal Educational Foundation of Port Jefferson, New York and Advisory Council Member of East End Arts, a nonprofit organization providing arts education and experiences for students and teachers on the East End of Long Island.
Daniel is married with three sons.