Patrick Dunk, Cfp®
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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 Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@shepherdfinancialpartners.com
LinkedIn Profile matched
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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

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Quick answer

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

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

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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
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Company profile
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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.
  • 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 →

CM Cynthia Morin Cynthia Morin Colleague at CitizensOld Saybrook, Connecticut, United States, United States View → MB Melanie Bender Melanie Bender Colleague at CitizensClinton Township, Michigan, United States, United States View → MR Mirna Rodriguez Mirna Rodriguez Colleague at CitizensProvidence County, Rhode Island, United States, United States View → BH Becky Hartzell Becky Hartzell Colleague at CitizensKalamazoo, Michigan, United States, United States View → JA Jessica Albrecht Jessica Albrecht Colleague at CitizensWashington DC-Baltimore Area, United States View → SL Shey Labiak Shey Labiak Colleague at CitizensCochranville, Pennsylvania, United States, United States View → JV Jimmy Vaca Jimmy Vaca Colleague at CitizensNorth Kingstown, Rhode Island, United States, United States View → RC Rich Cannata Rich Cannata Colleague at CitizensTaunton, Massachusetts, United States, United States View → JD Jill Defosse Jill Defosse Colleague at CitizensCoventry, Rhode Island, United States, United States View → JM Jinelle Markham Jinelle Markham Colleague at CitizensSan Bruno, California, United States, 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 Cynthia Morin, Melanie Bender, Mirna Rodriguez, Becky Hartzell, and Jessica Albrecht.

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.

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