Patrick Dunne Email & Phone Number
Partner | Private Wealth Manager @ Creative Planning
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Patrick Dunne Location
- McLean, VA, US
Patrick Dunne Work
- Partner | Private Wealth Manager @ (April 2021 - Present)
- Principal | Senior Client Advisor | Chief Financial Officer @ SBSB Financial Advisors (July 2002 - April 2021)
Patrick Dunne Education
- University of Virginia
Commerce (Finance, MIS)
2000-2002 - William & Mary 1998-2000
Patrick Dunne Skills
- CPA
- Estate Planning
- Finance
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Income Tax
- Investments
- Leadership
- Portfolio Management
- Strategic Financial Planning
- Strategic Planning
- Tax
- Tax Planning
- Wealth Management
Patrick Dunne Summary
- Patrick Dunne, based in McLean, VA, US, is currently a Partner | Private Wealth Manager at Creative Planning. Patrick Dunne brings experience from previous roles at SBSB Financial Advisors. Patrick Dunne holds a 2000 - 2002 Commerce in Finance, MIS @ University of Virginia. With a robust skill set that includes CPA, Estate Planning, Finance, Financial Analysis, Financial Planners and more. Patrick Dunne has 1 emails and 2 mobile phone numbers on RocketReach.
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