Jim Patrick

Jim Patrick is a seasoned professional with extensive experience in leadership roles within the financial services sector. Currently serving as Senior Vice President at The Clark Estates since October 2020, Jim previously held the position of Group President for Envestnet|PMC from September 2009 to October 2020. Prior to this, Jim was a Managing Director at Allianz from August 1997 to December 2007. Jim holds a Bachelor's degree in Business/Managerial Economics from the University of New Hampshire, which was completed between 1988 and 1991.