Pat Dunn Location
- Bethesda, MD, US
Pat Dunn Work
- 2015 -now President @ CopperDunn
- 2011 -2015 Business Development Executive @ Financial Benefit Services
- 2007 -2011 Private Bank @
Pat Dunn Education
- Salisbury University - Perdue School of Business
BA (Finance)
- St. John's College High School
- The Johns Hopkins University - Carey Business School
Master of Business Administration (MBA) (Accounting and Finance)
Pat Dunn Skills
- Management
- Finance
- Retirement Planning
- FINRA
- Employee Benefits
- Securities
- Wealth Management Services
- Project Management
- Business Development
- Business Analysis
- Customer Service
- Banking
- Microsoft Excel
- Series 7
Pat Dunn Summary
- Pat Dunn, based in Bethesda, MD, US, is currently a President at CopperDunn. Pat Dunn brings experience from previous roles at Financial Benefit Services and J.P. Morgan. Pat Dunn holds a BA in Finance @ Salisbury University - Perdue School of Business. With a robust skill set that includes Management, Finance, Retirement Planning, FINRA, Employee Benefits and more. Pat Dunn has 2 emails and 2 mobile phone numbers on RocketReach.
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