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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

职场能力评价

专业背景

  • 目前状态
  • 专业
  • 产业
  • 工作年资
    15 年以上
  • 管理经历
  • 技能
    Relationship Building
    Public Speaking
    Consulting
    Sales
  • 最高学历
    大学

求职偏好

  • 预期工作模式
  • 希望获得的职位
    Private Wealth Advisor
  • 期望的工作地点
  • 接案服务

工作经验

Private Wealth Advisor

1993年6月 - 2019年8月
26 年 3 个月
Built 4th largest private wealth team at Merrill Lynch 11 Team members 3.8 Billion in assets

学历

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