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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

Trình độ chuyên môn

  • Tình trạng hiện tại
  • Nghề nghiệp
  • Lĩnh vực
  • Kinh nghiệm làm việc
    Hơn 15 năm
  • Kinh nghiệm quản lý
  • Kỹ năng
    Relationship Building
    Public Speaking
    Consulting
    Sales
  • Trình độ học vấn cao nhất
    Bachelor

Ưu tiên tìm kiếm việc làm

  • Hình thức làm việc mong muốn
  • Vị trí làm việc mong muốn
    Private Wealth Advisor
  • Địa điểm làm việc mong muốn
  • Freelance

Kinh nghiệm làm việc

Private Wealth Advisor

06/1993 - 08/2019
26 yrs 3 mos
Built 4th largest private wealth team at Merrill Lynch 11 Team members 3.8 Billion in assets

Học vấn

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