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Patrick Whalen
Patrick Whalen
CIO, Head of ALM, Hedging, & Investments | Transamerica
Baltimore, Maryland, United States
Patrick Whalen
Summary
Patrick Whalen is a seasoned Chief Investment Officer with a robust background in capital markets and alternative investments. With over three decades of experience, he has successfully led various financial institutions, including Transamerica and Bank of America Merrill Lynch, where he honed his skills in investment strategies and risk management. Patrick's expertise spans across multiple domains, from equity trading to portfolio management, making him a versatile leader in the finance sector. He is known for his strategic approach to developing innovative business activities that drive revenue growth. A strong advocate for recruiting top-tier talent, Patrick emphasizes the importance of creating a diverse and efficient working environment. His leadership style is characterized by a focus on performance metrics and cost control, ensuring optimal business operations. Patrick's educational foundation in Finance and Economics from prestigious institutions further complements his professional journey. He is committed to continuous learning and staying ahead in the rapidly evolving financial landscape.
Patrick Whalen
Work Experience
CIO, Head of ALM, Hedging, & Investments at
Transamerica
December 2022 - Present
Head of Hedging & Separate Acct ALM at
Transamerica
July 2020 - November 2022
CEO at
Liquid Digital Capital Markets
July 2019 - June 2020
CEO at
Liquid Digital Capital Management LP
April 2018 - June 2020
Managing Director at
Bank of America Merrill Lynch
October 2015 - April 2018
COO & CCO / Partner at
Satori Investment Partners
December 2013 - October 2014
Global Head of Trading and Shared Services at
AllianceBernstein
May 2009 - January 2013
Global Head of Equity Trading at
Lehman Brothers
September 2003 - October 2008
Global Head of Equity Derivative Trading at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
June 1991 - July 2003
Principal at
O'Connor
July 1985 - May 1991
Patrick Whalen
Education
Wharton School, Bs
University of California, Santa Barbara, Bs
Frequently Asked Questions about Patrick Whalen
What is Patrick Whalen email address?
Patrick Whalen's primary email address is **************@transamerica.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Patrick Whalen work for?
Patrick Whalen is a CIO, Head of ALM, Hedging, & Investments at Transamerica, a company specializing in Monetary Authorities-Central Bank.
Where Patrick Whalen graduated from?
Patrick Whalen holds a degree in Finance And International Business from Wharton School.
How can I directly contact Patrick Whalen?
To contact Patrick Whalen directly, you can use the email address **************@transamerica.com. Complete contact information is available upon registration with Muraena.
Who is Patrick Whalen?
Patrick Whalen is a seasoned Chief Investment Officer with a robust background in capital markets and alternative investments. With over three decades of experience, he has successfully led various financial institutions, including Transamerica and Bank of America Merrill Lynch, where he honed his skills in investment strategies and risk management. Patrick's expertise spans across multiple domains, from equity trading to portfolio management, making him a versatile leader in the finance sector. He is known for his strategic approach to developing innovative business activities that drive revenue growth. A strong advocate for recruiting top-tier talent, Patrick emphasizes the importance of creating a diverse and efficient working environment. His leadership style is characterized by a focus on performance metrics and cost control, ensuring optimal business operations. Patrick's educational foundation in Finance and Economics from prestigious institutions further complements his professional journey. He is committed to continuous learning and staying ahead in the rapidly evolving financial landscape.
Patrick`s contact details
**************@transamerica.com
Colleagues
Regional Vice President
Regional Vice President
Regional Vice President - South Florida
Vice President, Compliance Services
Regional Vice President
Regional Vice President
VP underwriting
Regional Vice President
Regional Vice President, Transamerica Capital, Inc.
President/Ceo