Pat has over 20 years of experience with retirement plans, both on the corporate and provider sides of the business. She has broad expertise in various areas including participant communication/experience, marketing, investments and strategy. She has been instrumental in the development of several retirement products and services.


Participant/Customer Experience, Product Development and Positioning, Strategy, Communications, Writing, Editing

Relevant Experience

  • Pat has overseen all aspects of the retirement plan participant experience, including the development of a highly successful targeted email campaign, the launches of a mobile app and Facebook page, and the creation of customized web portals
  • Led cross-functional teams in the development of innovative solutions and key strategies, including a proprietary target date solution, a personalized gap analysis report, a plan health scorecard and a plan design cost/benefit analysis tool
  • Member of plan provider executive team, helping to lead an organization through significant periods of growth and structural change
  • Headed retirement plan provider marketing organization of more than 200 employees, including communications to all audiences (advisor, consultant, plan sponsor and participant), creative services and participant education teams
  • Spearheaded thought leadership initiatives including a retirement readiness campaign and “Science of Saving” participant experience program
  • Authored several articles and white papers on plan design and participant engagement; developed and delivered keynote presentations to annual client conference on topics such as behavioral finance and millennial attitudes toward retirement and saving

Prior Positions Held

  • Senior Vice President, Customer Experience – Transamerica Investments & Retirement
  • Senior Vice President and Chief Marketing Officer – Transamerica Retirement Solutions
  • Senior Vice President, Participant Solutions – Diversified (now Transamerica Retirement Solutions)
  • Senior Vice President, Investment Solutions – Diversified
  • Vice President, Investment Communications – Diversified
  • Manager, Trust Investments – International Paper


Pat recently collaborated on a website redesign for a retirement industry consultant and developed several resources to help Advisors build participant education programs.