Patrick Russell, CPA, CMA, CFA is an accomplished finance professional with extensive experience in risk management, credit adjudication, and business development. Currently serving as Vice President at Wilson M. Beck Insurance Services, Patrick previously held multiple roles at TD, including Senior Manager in Commercial Services, where responsibilities included overseeing risk management functions and providing transaction structuring guidance. Patrick has also served as a Relationship Manager, managing complex commercial client portfolios, and as an Analyst and Commercial Banking Associate. Earlier experience includes serving as an Account Manager at BDC and a Senior Surety Underwriter at Intact Financial Corporation, demonstrating a strong foundation in credit analysis and financial solutions. Patrick holds multiple financial designations and degrees, including a BA in Economics from The University of British Columbia, a CMA designation, and a Mortgage Broker certification from UBC Sauder School of Business.
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