John Dwyer Email & Phone Number
Head of Private Wealth Solutions @ City National Rochdale
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John Dwyer Location
- New York, NY, US
John Dwyer Work
- 2026 -now Head of Private Wealth Solutions @
- 2025 -now Managing Director @
- 2022 -2025 Director @
- 2019 -2022 Advanced Financial Planning Associate @
- 2018 -2019 Senior Associate @
- 2015 -2017 Senior Associate @
- 2014 -2015 Associate Accountant @
- 2012 -2014 Staff Accountant @ Citi Private Equity Services, Inc
- 2011 -2011 Tax Accounting Intern @
- 2009 -2011 Tax Compliance Intern @
John Dwyer Education
- UCLA Extension
Certificate (Personal Financial Planning)
2020-2020 - Seton Hall University
Master of Science (M.S.) (Accounting)
2011-2012 - Seton Hall University
Bachelor of Science (BS) (Accounting)
2007-2011
John Dwyer Skills
- Financial Planning
- Trust Taxation
- Irrevocable Life Insurance Trusts
- Multi-generational Planning
- Intergenerational Wealth Transfer
- Wealth Transfer
- Estate Tax Planning
- Philanthropy
- Income Tax
- Exit Strategies
- Estate Planning
- Certified Financial Planner
- Microsoft Office
- Tax Preparation
- Corporate Tax
- Tax Compliance
- Tax Accounting
- Private Equity
- Accounting
- Partnership Taxation
- Client Services
- Microsoft Excel
John Dwyer Summary
- John Dwyer, based in New York, NY, US, is currently a Head of Private Wealth Solutions at RBC Rochdale. John Dwyer brings experience from previous roles at RBC Rochdale, First Republic Private Wealth Management and EY. John Dwyer holds a 2020 - 2020 Certificate in Personal Financial Planning @ UCLA Extension. With a robust skill set that includes Financial Planning, Trust Taxation, Irrevocable Life Insurance Trusts, Multi-generational Planning, Intergenerational Wealth Transfer and more. John Dwyer has 2 emails and 1 mobile phone numbers on RocketReach.
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Top City National Rochdale Employees
Ben Ludwig
Managing Director - Senior Investment Consultant
Philadelphia, PA, US
Andrew Rothstein
Portfolio Manager
New York, NY, US
Michelle Voon
Director Of Administration
New York, NY, US
Joseph Bove
Portfolio Manager
New York, NY, US
John Dwyer
Head of Private Wealth Solutions
New York, NY, US
Ted Cox
Senior Managing Director
Virginia, United States
Nicole Kim
Marketing Manager
New York, NY, US
Sheldon Brandau
Managing Director, Senior Portfolio Manager
Orlando, FL, US
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