Patrick R Barker, CFP®, CLU®, ChFC®, MSF

Wealth Management Advisor

Staff

As a financial advisor for the Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. With the support of a dedicated staff, we stand committed to providing you the best client service possible. If you have a problem or need assistance at any time, please let us know.

 

Dennise Marie Bayona

Practice Manager
Office 617-742-6200

Dennise Bayona joined Northwestern Mutual – Boston Downtonw in September 2015, having previously worked at Northwestern Mutual—Miami Group from 2010 to 2014.  She oversees the workflow for the team to make sure all aspects of the client experience is efficient and engaging.  She is a graduate from the University of Notre Dame with a Bachelor in Business Administration (’09) and a Master of Science in Accountancy (’10) and holds a Life, Accident, and Health insurance license.  She is originally from Miami, FL and enjoys sports, music, and reading in her free time.

 

Alicia K McSweeney

Director of Client Services
Office 617-531-9553

Alicia joined Northwestern Mutual - Boston Downtown in April 2008.  She has a Bachelor’s degree in Business Administration from the University of Notre Dame and she holds a Life, Accident and Health Insurance license with the State of Massachusetts.

As Director of Client Services and Underwriting, Alicia can assist you with the underwriting process and all applications in underwriting, policy information and changes, billing questions and changes, and any other aspect of Client Service.

 

Ronald Joshi

Director of Investment Operations and Services
Office 617-742-6200

Ronald joined our team in March 2016 and currently oversees financial planning and investment strategies for clients. A graduate from Caldwell University with Bachelor’s degree in Mathematics and Business Administration, he has had prior experience working as an investment analyst and paraplanner. He has his Life Accident and Health Insurance Licenses along with Series 7 & 63, and has passed the first level of the CFA exam. 

 

Canaan Hourani

Administrative Assistant
Office 617-742-6200

Canaan Hourani joined our team at Northwestern Mutual in August 2017. He goes to school at Suffolk University where his major focuses on Business Management and his minor on International Business. He works as an intern with the team mainly in the administrative side but tries to expand his knowledge as he is eager to learn about the different sectors at Northwestern Mutual. Canaan enjoys water sports in the summer and snowboarding in the winter when he has some free time on his hands.

 

Nicole M Fusaro

Administrative Assistant
Office 617-742-6200

Nicole Fusaro joined our team in September 2016. She works as an intern while studying at Suffolk University as a finance major with a minor in accounting. Nicole helps the team with administrative and investment work. She enjoys taking spinning classes and travelling in her free time.

 

Kiersten Photiades

Agent Assistant
Office 617-742-6200

Kiersten Photiades joined Northwestern Mutual – Boston Downtown in September 2017.  She is responsible for all new business applications on both the insurance and investment sides. She is a graduate from Bryant University with a Bachelor of Science, with a double concentration in Business Management and Psychology ('16). She is originally from Bedford, NH and enjoys spending time with her family, going to Red Sox games, and traveling.

 

Daniel Alexander Beyh

Director of Investment Services
Office 617-742-6200

Daniel has been with Northwestern Mutual starting August 2016. He is a graduate from Bucknell University and has a Bachelor’s degree in Mathematics and Economics. He has his Life accident and Health Insurance Licenses along with his Series 6: Investment Company and Variable Contracts Products certification and his Series 63: Uniform Securities Agent State Law Examination. He has also passed his CFA Exam Level I. Daniel has had prior experience in economics research and various programming languages, he currently oversees existing client reviews and investment servicing.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck