Patrick Dunk, Cfp®
AeroLeads people directory · profile

Patrick Dunk, Cfp® Email & Phone Number

Financial Advisor at Citizens Private Client at Citizens
Location: Boston, Massachusetts, United States 4 work roles 3 schools
1 work email found @shepherdfinancialpartners.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@shepherdfinancialpartners.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Citizens
Role
Financial Advisor at Citizens Private Client
Location
Boston, Massachusetts, United States
Company size
16384 employees

Who is Patrick Dunk, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Patrick Dunk, Cfp® is listed as Financial Advisor at Citizens Private Client at Citizens, a with 16384 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at shepherdfinancialpartners.com and a matched LinkedIn profile for Patrick Dunk, Cfp®.

Patrick Dunk, Cfp® previously worked as Client Relationship Manager at Shepherd Financial Partners and Financial Advisor at Merrill Lynch. Patrick Dunk, Cfp® holds Bachelor Of Arts (B.A.), Economics from Hobart And William Smith Colleges.

Company email context

Email format at Citizens

This section adds company-level context without repeating Patrick Dunk, Cfp®'s masked contact details.

*@shepherdfinancialpartners.com
68% confidence

AeroLeads found 1 current-domain work email signal for Patrick Dunk, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Patrick Dunk, Cfp®

Patrick Dunk, Cfp® is a Financial Advisor at Citizens Private Client at Citizens. He possess expertise in tennis, coaching, peer tutoring, calculus, linear algebra and 1 more skills. He is proficient in Spanish.

Listed skills include Tennis, Coaching, Peer Tutoring, Calculus, and 2 others.

Current workplace

Patrick Dunk, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Citizens
Citizens
Financial Advisor at Citizens Private Client
providence, rhode island, united states
Website
citizensbank.com
Employees
16384
AeroLeads page
Company profile
View company profile Email format
4 roles

Patrick Dunk, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor At Citizens Private Client

Current
Citizens

Boston, Massachusetts, United States

May 2021 - Present

Client Relationship Manager

Shepherd Financial Partners

Greater Boston Area

The financial consultants at Shepherd Financial Partners are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor, and separate entity from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which the financial consultants affiliated with Shepherd Financial Partners are registered to do business, please visit www.shepherdfinancialpartners.com

May 2019 - May 2021

Financial Advisor

Merrill Lynch

Greater Boston Area

Apr 2018 - May 2019
Team & coworkers

Colleagues at Citizens

Other employees you can reach at citizensbank.com. View company contacts for 16384 employees →

NA Nick A Rojak Nick A Rojak Colleague at CitizensWeirton, West Virginia, United States View → DS Donna Senko Donna Senko Colleague at CitizensBelle Vernon, Pennsylvania, United States View → MP Matthew Possanza Matthew Possanza Colleague at CitizensGreater Philadelphia, United States View → MC Michael Colombo Michael Colombo Colleague at CitizensDetroit Metropolitan Area, United States View → KS Kristine Solberg Kristine Solberg Colleague at CitizensGreater Boston, United States View → BW Ben W. Ben W. Colleague at CitizensPittsburgh, Pennsylvania, United States View → MR Mirna Rodriguez Mirna Rodriguez Colleague at CitizensProvidence County, Rhode Island, United States View → JH Jenna Howard Jenna Howard Colleague at CitizensSalem, Ohio, United States View → DC Dale Carr Dale Carr Colleague at CitizensUnited States View → JS Jennifer Snavely Jennifer Snavely Colleague at CitizensErie, Pennsylvania, United States View →
3 education records

Patrick Dunk, Cfp® education

Bachelor Of Arts (B.A.), Economics

Hobart And William Smith Colleges

Activities and Societies: Member of Hobart Varsity Men's Tennis Team, Kappa Sigma Fraternity

Education record

Avon Old Farms School

Education record

Concord-Carlisle High School
FAQ

Frequently asked questions about Patrick Dunk, Cfp®

Quick answers generated from the profile data available on this page.

What company does Patrick Dunk, Cfp® work for?

Patrick Dunk, Cfp® works for Citizens.

What is Patrick Dunk, Cfp®'s role at Citizens?

Patrick Dunk, Cfp® is listed as Financial Advisor at Citizens Private Client at Citizens.

What is Patrick Dunk, Cfp®'s email address?

AeroLeads has found 1 work email signal at @shepherdfinancialpartners.com for Patrick Dunk, Cfp® at Citizens.

Where is Patrick Dunk, Cfp® based?

Patrick Dunk, Cfp® is based in Boston, Massachusetts, United States while working with Citizens.

What companies has Patrick Dunk, Cfp® worked for?

Patrick Dunk, Cfp® has worked for Citizens, Shepherd Financial Partners, Merrill Lynch, and Northwestern Mutual.

Who are Patrick Dunk, Cfp®'s colleagues at Citizens?

Patrick Dunk, Cfp®'s colleagues at Citizens include Nick A Rojak, Donna Senko, Matthew Possanza, Michael Colombo, and Kristine Solberg.

How can I contact Patrick Dunk, Cfp®?

You can use AeroLeads to view verified contact signals for Patrick Dunk, Cfp® at Citizens, including work email, phone, and LinkedIn data when available.

What schools did Patrick Dunk, Cfp® attend?

Patrick Dunk, Cfp® holds Bachelor Of Arts (B.A.), Economics from Hobart And William Smith Colleges.

What skills is Patrick Dunk, Cfp® known for?

Patrick Dunk, Cfp® is listed with skills including Tennis, Coaching, Peer Tutoring, Calculus, Linear Algebra, and Tennis Instruction.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.