Brunswick Companies
S. Lewis Patrick, CPA, CGMA, PFS, has 27 years of work experience. From 1993 to 2010, they worked as a CERTIFIED PUBLIC ACCOUNTANT at their own firm, S. Lewis Patrick. In 2001, they joined Pinnacle Wealth Planning Services, Inc. as Vice President and worked there until 2010. Since November 2010, they have been with Brunswick Companies, where they currently hold the position of Chief Financial Officer and Corporate Services Team Leader.
S. Lewis Patrick, CPA, CGMA, PFS completed their Bachelor's of Science in Business Administration with a specialization in Accounting from The Ohio State University Fisher College of Business. S. Lewis attended the university from 1982 to 1986. Prior to that, they attended Bay High School from 1979 to 1982, although specific degrees or fields of study were not mentioned.
In terms of additional certifications, S. Lewis Patrick has obtained a Power User certification from Applied Client Network in November 2022. S. Lewis has also earned the Certified Public Accountant (CPA) designation from the Accountancy Board Of Ohio. Additionally, they hold the Chartered Global Management Accountant (CGMA) certification from AICPA.
Furthermore, S. Lewis Patrick has acquired qualifications such as an Insurance License, Property and Casualty from the Ohio Department of Insurance. S. Lewis is also a Personal Financial Specialist certified by AICPA. Lastly, they hold a Series 65 License from NASAA.
Please note that while the education history and certifications of S. Lewis Patrick have been provided, no strong assumptions have been made beyond this information.
Brunswick Companies
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Since 1972, Brunswick Companies has cultivated relationships with clients, carriers, and partners to offer a broad range of insurance and risk management programs including: - Commercial Insurance - Professional Insurance - Personal Insurance - Surety Bonds The firm is distinctive in its all-inclusive approach to insurance, offering clients strategic advisory services and claims management to fully address the exposure that is unique to each landscape. Licensed in all 50 states, we have built a national reputation by providing the highest level of personal service and support.