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Retired Managing Director-Wealth Management@Merrill Lynch Wealth Management2008 ~ 2019
work in his local community contributing to affordable housing efforts in southern Maine. His work on Wall Street sent him around the world to London, Boston, New York, San Francisco and across Asi...
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Real Estate Salesperson @Cross Creek Realty, LLC2022 ~ Present
Robert Wolfe Renowned Wealth Management Executive An award-winning wealth management executive with more than 30 years of experience, Robert Wolf...
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Financial Advisor@Stifel Financial Corp2021 ~ Present
worked for more than two decades for the financial services firm's Sheridan, Wyoming office. He rose to the position of senior vice president and branch manager. Douglas Hockett left Morgan Stanley...
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Programme, Data and Knowledge Management Analyst@UNITED NATIONS2018 ~ Present
Diana Lutta Program, Data, and Knowledge Analyst in New York Leading a successful career at the United Nations (UN), Diana Lutta offers a wealth of professional experience as a program...
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Partner - US andFamily Office Partner@ RD Heritage Group2010 ~ Present
Robert Davis Partner - US and Co-founder of RD Heritage Group www.rdheritage.com . Multi- family office partnership in the US and Bahrain : focus on oil & gas (upstream, midstream and downstream) ,...
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Partner and Chief Investment Officer@Clayton Wealth Partners2013 ~ Present
James Walden Clayton Wealth Partners CIO, Partner James "Jim" Walden joined Clayton Wealth Partners (based in Topeka and Lawrence, Kansas) inHe is a partner, the chief inv...
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working to better himself. Education University of Miami Alumnus Business Administration Degree Patrick Dwyer created the Dwyer Family Foundation which supports educational initiatives throughout S...
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Senior Software Analysis@Current Employer2010 ~ Present
the company and military professionals. He holds a bachelor of science in secondary education alongside a wealth of certificates stemming from his time in the military. Stroudsburg, PA...
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