2005 -2008 Managing Director and Global Head of Citi Trust @
2000 -2005 Managing Director and Founder and CEO of The Goldman Sachs Trust Company @
1992 -2000 Managing Director and Head of Global Fiduciary Management @
1983 -1992 Attorney @
Dan Fitzpatrick Education
Vanderbilt University Law School 1980-1983
Dartmouth College 1976-1980
Dan Fitzpatrick Skills
Wealth Management
Estate Planning
Private Banking
Investment Management
High Net Worth Individuals
Wealth Management Services
Fiduciary Services
Portfolio Management
Banking
Securities
Investments
Strategic Financial Planning
Asset Management
Financial Services
Alternative Investments
Finance
Private Equity
Hedge Funds
Financial Advisory
Mergers & Acquisitions
Equities
Investment Advisory
Asset Managment
Mortgage Lending
Venture Capital
Capital Markets
Asset Allocation
Investment Strategies
Trust Services
Financial Planning
Corporate Finance
Management
Leadership
Fixed Income
Corporate Law
Trusts
Project Management
Services
Business Development
Strategic Planning
Mergers and Acquisitions
Writing
Fiduciary Strategy
Global Fiduciary Management
Tax
Communication
Columnist
Family Office
Relationship Building
P&L Management
Wealth Transfer Planning
Confidentiality
Private Foundations
Philanthropy
Deal Structuring
Dan Fitzpatrick Summary
Dan Fitzpatrick, based in New York, NY, US, is currently a President at Northway Wealth Advisors, LLC. Dan Fitzpatrick brings experience from previous roles at Dominion Fiduciary, Webster Bank, BNY Mellon and Samoset Capital Group LLC. Dan Fitzpatrick holds a 1980 - 1983 Vanderbilt University Law School. With a robust skill set that includes Wealth Management, Estate Planning, Private Banking, Investment Management, High Net Worth Individuals and more. Dan Fitzpatrick has 2 emails and 2 mobile phone numbers on RocketReach.
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