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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

職場能力評價

專業背景

  • 目前狀態
  • 專業
  • 產業
  • 工作年資
    15 年以上
  • 管理經歷
  • 技能
    Relationship Building
    Public Speaking
    Consulting
    Sales
  • 最高學歷
    大學

求職偏好

  • 預期工作模式
  • 希望獲得的職位
    Private Wealth Advisor
  • 期望的工作地點
  • 接案服務

工作經驗

Private Wealth Advisor

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

學歷

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