Transamerica
Patrick Whalen is a seasoned financial professional with extensive experience in trading, investments, and risk management. Currently serving as CIO and Head of ALM, Hedging, & Investments at Transamerica since July 2020, Patrick has previously held CEO positions at Liquid Digital Capital Markets and Liquid Digital Capital Management LP. Notable roles include Managing Director at Bank of America Merrill Lynch, COO & CCO at Satori Investment Partners, and Global Head of Trading and Shared Services at AllianceBernstein. Additionally, Patrick has a wealth of experience in equity trading from leadership positions at Lehman Brothers and Morgan Stanley. Educational credentials include a BS in Finance and International Business from The Wharton School and a BS in Economics from UC Santa Barbara.
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Transamerica
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The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services.