Pat has spent over 20 years in the financial services industry, having held a number of senior roles in the institutional and retail retirement markets. His experience spans business strategy and planning, business development and relationship management, traditional marketing and market research, as well as product development.


Strategic Planning and Execution, Marketing, Business Development, Product Development, Voice of Customer, Employee Communications, Mergers and Acquisitions

Relevant Experience

  • Directed marketing strategy for Retirement Plans, Mutual Funds, Annuities, and Retail financial services at Transamerica
  • Developed annual business plans for small and large retirement plan businesses – included product portfolio, go-to-market strategy, distribution, and budget
  • Managed development of comprehensive strategies for corporate restructures
  • Member of Institutional Sales and Business Development Group, charged with the development of new and existing intermediary distribution partnerships (banks, wire-houses, and independent broker-dealers)
  • Worked as a management consultant to the retirement and high net worth markets overseeing engagements regarding market focus, business realignment, alliance development, administration outsourcing, and sales strategy
  • Member of marketing team responsible for developing Request For Proposals for the qualified retirement market
  • Pat has a Bachelors degree in Mechanical Engineering from Stanford University and an MBA from the Georgia Institute of Technology

Prior Positions Held

  • Managing Director – Chatham Partners
  • Senior Vice President, Marketing Strategy and Planning – Transamerica
  • Senior Vice President, Corporate Planning and Communications – Transamerica
  • Vice President, Director – Business Development – Transamerica
  • Senior Consultant – Spectrem Group
  • Manager, Business Development and Market Research – Invesco