John Dwyer Email & Phone Number
Head of Private Wealth Solutions @ City National Rochdale
5 free lookup(s).
No credit card required.
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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different John Dwyer?
Find contact details for 700 million professionals.
Others Named John Dwyer
John Dwyer
Chief Executive Officer
Atlanta, GA, US
John Dwyer
Co-Founder and CCO
California, United States
Top City National Rochdale Employees
Subir Prasad
Chief Digital Officer, Senior Managing Director
Los Angeles, CA, US
John Dwyer
Head of Private Wealth Solutions
New York, NY, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co