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Patrick Cleary Email & Phone Number
Independent Consultant
at
Various Companies
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✓ Verified Jun 2026
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Profile completeness 86%
Current company
Role
Independent Consultant
Location
Greater Houston, United States, United States
Company size
Who is Patrick Cleary? Overview
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Patrick Cleary is listed as Independent Consultant at Various Companies, a company with 19575 employees, based in Greater Houston, United States, United States. AeroLeads shows a matched LinkedIn profile for Patrick Cleary.
Patrick Cleary previously worked as Head of Finanical Planning and Analysis - Corebridge Financial at Corebridge Financial and Head of Finanical Planning and Analysis - Life & Retirement at Aig. Patrick Cleary holds Bachelor Of Business Administration (Bba), Accounting from Pace University.
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Various Companies
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Profile bio
About Patrick Cleary
STRATEGIC FINANCE EXECUTIVE | DEPUTY CFO | HEAD of FP&A:As a highly strategic finance executive, with a strong track record in financial leadership and business transformation at Fortune 250 financial services & insurance companies. Spearheaded the redesign of the FP&A organizations on billion-dollar businesses in U.S. and multinational companies. Led several investment finance teams, and numerous transformational projects across the finance and investment organizations.FINANCIAL STEWARDSHIP, RISK MANAGEMENT, & COMPLIANCE:Have managed Board of Directors and Audit Committee communications contributing to enhancing the overall stewardship of corporate financial results. Led the annual CCAR process reporting on potential capital implication for defined scenarios.US AND MULTINATIONAL SEGMENT-LEVEL FINANCE LEADERSHIP:Successful segment-level Finance leadership at Fortune 50, supporting segments with over as $300B in assets and over $3B in annual earnings.Providing a broad and diverse background in finance and investments, participating in several financial IPOs.BUILD & SCALE STRATEGIC BUSINESS CAPABILITIES:Over the years, I have been repeatedly entrusted to step into roles to build and scale business capabilities, including: 1) Transformation and implementation of the investment platforms, 2) SAP implementations including platform assessments, recommendations and implementations with a leadership role across the finance organization, including design end-state strategies and implementing strategies to achieve end stated goals 3) Implementation of Investment and Financial Data Warehouses at numerous firms which included selection and implementation of business intelligence tools, prioritize reporting needs and creating cost efficiencies through the advent of the implementation 4) CRM platform replacement, improving efficiencies, marketing campaigns, system integration while on-going reducing costs.SPECIALTIES:• U.S. & Multinational Financial Leadership• US GAAP and Statutory Financial Reporting• Board-Level / Executive Leadership Responsibilities • Financial Reporting, FP&A, Controllership, Expense Management, Sales Management• Extensive IPO Experience• Development and Execution of Growth, Capital Management & Risk Management Strategies • Insurance P&L and Balance Sheet• Business and Finance Transformation Strategies• Rating Agency Relationships, Investor Relations
Current workplace
Patrick Cleary's current company
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Various Companies
11 roles · 22 years
Patrick Cleary work experience
A career timeline built from the work history available for this profile.
Head Of Finanical Planning And Analysis - Corebridge Financial
CurrentLed business strategies and financial plans involved in the financial management for the entire company, including budgeting and forecasting, quarterly assessment of financial performance, preparing of quarter-end reporting for investment community, industry and competitive benchmarks, and annual risk management assessments.
Oct 2022 - Present
Head Of Finanical Planning And Analysis - Life & Retirement
Led business strategies and financial plans involved in the financial management for the entire company, including budgeting and forecasting, quarterly assessment of financial performance, preparing of quarter-end reporting for investment community, industry and competitive benchmarks, and annual risk management assessments.
Aug 2014 - Oct 2022
Deputy Cfo And Head Of Fp&A - Fixed Annuities And Group Retirement
Oversaw strategies reviews, defining business, financial, liquidity and capital frameworks. This including budgeting and forecasting, quarterly business reviews for the investment community, industry benchmarks, risk management.
Aug 2014 - Aug 2018
Second Vice President And Controller - Retirement Solutions
Controller for the Retirement Solutions Business which entails responsibility for Product Accounting for Life and Annuity Products, Legal Entity Cash Management, Financial and Fidicuary Statutory and GAAP and Management Reporting, Oversight of Audit Relationships for GIAC, Model Audit Rule functions
Feb 2012 - Aug 2014
Second Vp & Director Of Financial Planning And Analysis
The Guardian Life Insurance Company Of The Americas
Headed up the Financial Planning and Analysis and Expense Management for the retirement Solutions businsses. Constructed strategic business plans, developed and designed a capital projection model, firm wide, to evaluate ROC / ROE for each profit center, and developed a formal monthly re-forecasting process
Jan 2010 - Feb 2012
Director Of Portfolio Analytics
Oversaw Investment Reporting for ~$50B investment portfolio during the Financial crisis of 2008Work with and established with CIO enhanced analytical reporting to support key trading decisions, revised risk management constraints. Supported due diligence efforts to procure liquidity for the firm during the 2008 financial crisis.
Feb 2008 - Dec 2009
Business Implementation Leader - Investment Infrastructure Program
Implementation Leader of the Investments Infrastructure build including the implementation of BlackRock's Green Package and Aladdin Trading system, as well as the implementation of a new investments data warehouse solution. Managed separation of $40B+ portfolio from GE Asset Managed and transition to internal management by GNW
Jun 2006 - Feb 2008
Director Financial Planning & Analysis
Ge Asset Management
Supported Investments Leadership Team, Portfolio Managers and CFO with high quality reporting and analytics. Developed a monthly investments dashboard to outline investment results for each business and finance leader.
2004 - 2008
~4 yrs
Assistant Vp - Financial Planning & Sec Reporting
The Mony Group
Corporate Leader of Financial Planning and Analysis and Quarterly Financial Statement Preparation. Joined the firm as a team leader for its SAP implementation and data warehouse
Apr 2000 - Feb 2004
Avp - Financial Planning And Cost Analysis
Held a variety of positions within Financial Planning, Cost Analysis and Financial Accounting areas. Led the SAP Implementation Conversion Team as well as initiated the formation of the Separate Accounts Management Division
Jul 1990 - Mar 2000
Team & coworkers
Colleagues at Various Companies
Other employees you can reach at tgleaders.com. View company contacts for 19575 employees →
RC
Richard Coffey
Colleague at Various CompaniesDana Point, California, United States, United States
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JT
John Toon
Colleague at Various CompaniesAuckland, Auckland, New Zealand, New Zealand
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SJ
Sandra Johnson
Colleague at Various CompaniesFerndale, Michigan, United States, United States
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MW
Marquis Woodard
Colleague at Various CompaniesWharton, Texas, United States, United States
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JS
Jamie Sweet
Colleague at Various CompaniesFenton, Michigan, United States, United States
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BM
Bruce Morgan
Colleague at Various CompaniesCharlestown, Indiana, United States, United States
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JW
Jacob Whittaker
Colleague at Various CompaniesUnited States, United States
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ER
Ewan Rowell
Colleague at Various CompaniesGreater Perth Area, Australia
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CS
Cassidy Silva
Colleague at Various CompaniesLong Beach, California, United States, United States
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DK
Deborah Kim Birss
Colleague at Various CompaniesAbbotsford, British Columbia, Canada, Canada
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Richard Coffey
Colleague at Various CompaniesDana Point, California, United States, United States
View →
JT
John Toon
Colleague at Various CompaniesAuckland, Auckland, New Zealand, New Zealand
View →
SJ
Sandra Johnson
Colleague at Various CompaniesFerndale, Michigan, United States, United States
View →
MW
Marquis Woodard
Colleague at Various CompaniesWharton, Texas, United States, United States
View →
JS
Jamie Sweet
Colleague at Various CompaniesFenton, Michigan, United States, United States
View →
BM
Bruce Morgan
Colleague at Various CompaniesCharlestown, Indiana, United States, United States
View →
JW
Jacob Whittaker
Colleague at Various CompaniesUnited States, United States
View →
ER
Ewan Rowell
Colleague at Various CompaniesGreater Perth Area, Australia
View →
CS
Cassidy Silva
Colleague at Various CompaniesLong Beach, California, United States, United States
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DK
Deborah Kim Birss
Colleague at Various CompaniesAbbotsford, British Columbia, Canada, Canada
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1 education record
Patrick Cleary education
FAQ
Frequently asked questions about Patrick Cleary
Quick answers generated from the profile data available on this page.
What company does Patrick Cleary work for?
Patrick Cleary works for Various Companies.
What is Patrick Cleary's role at Various Companies?
Patrick Cleary is listed as Independent Consultant at Various Companies.
Where is Patrick Cleary based?
Patrick Cleary is based in Greater Houston, United States, United States while working with Various Companies.
What companies has Patrick Cleary worked for?
Patrick Cleary has worked for Various Companies, Corebridge Financial, Aig, Aig Life & Retirement, and The Guardian Life Insurance Company Of America.
Who are Patrick Cleary's colleagues at Various Companies?
Patrick Cleary's colleagues at Various Companies include Richard Coffey, John Toon, Sandra Johnson, Marquis Woodard, and Jamie Sweet.
How can I contact Patrick Cleary?
You can use AeroLeads to view verified contact signals for Patrick Cleary at Various Companies, including work email, phone, and LinkedIn data when available.
What schools did Patrick Cleary attend?
Patrick Cleary holds Bachelor Of Business Administration (Bba), Accounting from Pace University.
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