Patrick Dwyer, Cfp® , Cima®
About Patrick Dwyer, Cfp® , Cima®
Patrick Dwyer, CFP®, CIMA®, is a Senior Vice President and Private Banker at City National Bank, where he specializes in advising endowments and foundations. He has over 20 years of experience in wealth management, having previously worked at Wells Fargo Bank and UBS Financial Services.
Work at City National Bank
Patrick Dwyer serves as Senior Vice President, Private Banker at City National Bank, a position he has held since 2010. In this role, he provides integrated wealth management advice to clients, focusing on asset management, trust services, estate planning, wealth transfer, and banking and credit needs. His expertise is particularly beneficial to endowments and foundations, especially those associated with private clients. Dwyer's tenure at City National Bank spans over 14 years, during which he has established a reputation for delivering tailored financial solutions.
Previous Experience at UBS Financial Services
Prior to his current role, Patrick Dwyer worked at UBS Financial Services as Vice President - Investments from 1998 to 2010. During his 12 years at UBS, he developed a strong foundation in investment strategies and client relationship management. His experience at UBS contributed to his comprehensive understanding of wealth management and investment services, which he applies in his current position.
Career at Wells Fargo Bank
Patrick Dwyer began his career at Wells Fargo Bank, where he served as a Personal Banking Officer from 1990 to 1998. Over the course of eight years in the Greater Los Angeles Area, he gained valuable experience in personal banking and customer service. This early role laid the groundwork for his future endeavors in wealth management and private banking.
Education and Expertise
Patrick Dwyer holds a Bachelor of Science degree in Finance from the University of Rhode Island - College of Business Administration. His educational background has equipped him with the knowledge necessary for his roles in finance and banking. Additionally, he holds several professional licenses, including Series 7 and Series 66 licenses, as well as a California Life Agent license, which further demonstrate his qualifications in wealth management and financial services.