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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 33149, USA

Skills

Relationship Building
Public Speaking
Consulting
Sales

Work experiences

Private Wealth Advisor

Merrill Lynch

Jul 1993 ~ Sep 2019
26 yrs 2 mos
Built 4th largest private wealth team at Merrill Lynch 11 Team members 3.8 Billion in assets

Educations

University of Miami

MBA

1991 - 1993

Providence University

Bachelor of Arts (BA)
History

1987 - 1991
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