Dynasty FP
Pat Nerney currently serves as the Head of Investment Solutions at Dynasty Financial Partners, a position held since February 2022. Previously, Pat held the role of Vice President and Account Manager at Citi from August 2020 to February 2022. Prior experience includes working as a Corporate Advisory Solutions Analyst specializing in Biotech and Healthcare at Nasdaq from December 2015 to August 2020, and as a Derivatives Strategist at Twenty First Securities from March 2012 to December 2015. Pat's expertise encompasses developing innovative, tax-efficient strategies for institutional investors to manage concentrated wealth, maintaining client relationships, and structuring various financial products. Pat earned a Bachelor's degree in Finance from the University of Scranton, where studies were completed in 2010.
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Dynasty FP
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Dynasty Financial Partners helps successful advisors build their own businesses and independent advisors achieve their goals