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

Financial Representative Assistant
Office 617-742-6200

Ronald has been with Northwestern Mutual starting March 2016. He is a graduate from Caldwell University and has a Bachelor’s degree in Mathematics and Business Administration. He also has a General Securities Representative Examination (Series 7) license. Ronald has had prior experience as an Investment Analyst at Bleakley, Schwartz, Cooney & Finney (New Jersey) and Arven Advisors (Florida).

 

Daniel Alexander Beyh

Associate Financial Representative
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. Daniel has had prior experience in economics research and various programming languages, and currently oversees exisiting client reviews.

 
 

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