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Patrick Whalen

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Patrick Whalen

CIO, Head of ALM, Hedging, & Investments | Transamerica

Baltimore, Maryland, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Patrick Whalen

Work Experience

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CIO, Head of ALM, Hedging, & Investments at

Transamerica

December 2022 - Present

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Head of Hedging & Separate Acct ALM at

Transamerica

July 2020 - November 2022

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CEO at

Liquid Digital Capital Markets

July 2019 - June 2020

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CEO at

Liquid Digital Capital Management LP

April 2018 - June 2020

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Managing Director at

Bank of America Merrill Lynch

October 2015 - April 2018

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COO & CCO / Partner at

Satori Investment Partners

December 2013 - October 2014

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Global Head of Trading and Shared Services at

AllianceBernstein

May 2009 - January 2013

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Global Head of Equity Trading at

Lehman Brothers

September 2003 - October 2008

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Global Head of Equity Derivative Trading at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

June 1991 - July 2003

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Principal at

O'Connor

July 1985 - May 1991

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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

mail

**************@transamerica.com

Colleagues

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Scott Grode

Regional Vice President

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Justin Ogorek

Regional Vice President

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Scott Sadowski

Regional Vice President - South Florida

Sheila Wilson

Vice President, Compliance Services

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Shonna Buffington

Regional Vice President

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Perry Lazarus

Regional Vice President

Terri Drahn

VP underwriting

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Peter Carlson

Regional Vice President

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Thomas Mapel

Regional Vice President, Transamerica Capital, Inc.

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Peter Kunkel

President/Ceo

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