Patrick is a Business Strategist and Global Wealth and Investment Management Expert at Reference Point. With a proven track record of leading large Financial Services organizations to deliver superior performance through profound change, is looked to as a trusted advisor who expertly navigates complex markets and successfully adjusts to evolving risks as well as extreme regulatory pressure. His top skills include Strategic Planning, Sales Management, Change Leadership, Cultural Transformation, Regulatory Relationships, Corporate Governance and Risk Management.
Patrick has an immense reputation as an outstanding people leader who embeds strategy into cultures of accountability and transparency with the courage to make tough decisions when needed. At the same time, he is well-known for his ability to develop sustainable relationships with variety of stakeholders, including regulators in the US and abroad.
A career-long visible LGBT executive and champion of diversity, Patrick is an incredible asset as a mentor the next generation of leaders.
A graduate of the University of Connecticut, Patrick is also certified by the National Association of Corporate Directors. In his spare time, he enjoys giving back and serves on the Board of Directors at The Normandy Institute and a Cornerstone Member of the Point Foundation.
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