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Patrick Dwyer
Private Wealth Advisor
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Patrick Dwyer

Private Wealth Advisor
Patrick Dwyer is a finance professional living in Key Biscayne, Florida. Now working for NewEdge Wealth, he used to work for Merrill Lynch and Boston Private. He graduated with a History degree from Providence College. After finishing his undergraduate degree, he started school at the University of Miami, where he earned his Master's of Business Administration. For 26 years, he worked at Merrill Lynch as a Private Wealth Advisor. While working here, he built the company's fourth largest private wealth team, which had 11 members managed over $3 billion in assets. Outside of work, he is passionate about supporting education and giving back to his community, which is why he established the Dwyer Family Foundation.
Merrill Lynch
University of Miami
Key Biscayne, FL, USA

Professional Background

  • Current status
  • Profession
  • Fields
  • Work experience
    More than 15 years
  • Management
  • Skills
    Relationship Building
    Public Speaking
    Consulting
    Sales
  • Highest level of education
    Bachelor

Job search preferences

  • Desired job type
  • Desired positions
    Private Wealth Advisor
  • Desired work locations
  • Freelance

Work Experience

Private Wealth Advisor

Jun 1993 - Aug 2019
26 yrs 3 mos
Built 4th largest private wealth team at Merrill Lynch 11 Team members 3.8 Billion in assets

Education

MBA
1991 - 1993
Bachelor of Arts (BA)
History
1987 - 1991