Managing Director
Current Responsibility
Patrick is responsible for the firm’s captive management activities in the mid-Atlantic region and South Carolina. He also oversees the activities of Y-Bridge, a SRS cell captive facility, and the development and management of the firm’s health insurance trust services.
Experience
Patrick joined SRS in 2011 having previously been with the company for five years until 2005. He has over fifteen years of experience in captive management, insurance accounting, and consulting services. Patrick most recently managed the operations of Wilmington Trust Captive Management Services overseeing a team of captive management professionals and managing the delivery of captive management services to clients in several US domiciles. He was formerly Director of Finance and Operations for SRS Vermont.
Patrick has experience with captive programs for single parent firms, risk retention groups, and publicly held admitted insurance carriers. His captive domicile experience includes Arizona, Barbados, Bermuda, Cayman, Delaware, Nevada, South Carolina, Tennessee, Vermont, and Washington D.C.
Affiliations
- Member and former Director, Vermont Captive Insurance Association
- Member, Captive Insurance Companies Association Conference Committee
Education and Professional Designations
- Certified Public Accountant
- Chartered Property Casualty Underwriter
- Associate in Insurance Accounting and Finance
- Clarkson University, B.A. Accounting and Finance