Patrick Whalen

Patrick Whalen Email and Phone Number

Chief Investment Office @ Transamerica
Baltimore, MD, US
Patrick Whalen's Location
Baltimore, Maryland, United States, United States
Patrick Whalen's Contact Details

Patrick Whalen work email

Patrick Whalen personal email

About Patrick Whalen

Senior manager with extensive experience in building and leading capital markets businesses, with a primary focus in strategy development, infrastructure architecture, expense supervision, andinvestment and risk management and compliance processes. Skilled in recruiting diverse and top tier talent, and creating best practices for managing a financial services business including performance metrics, cost control, and live time risk and efficiency measurement for business and individual attribution.Broad background in capital markets operations and trading, with comprehensive experience in all equity products globally. Strategically developed and implemented new and innovative business activities for major organizations in financial services, with a long track record of growing both revenues and high quality earnings. An exceptional leader of people.

Patrick Whalen's Current Company Details
Transamerica

Transamerica

View
Chief Investment Office
Baltimore, MD, US
Website:
transamerica.com
Employees:
15388
Patrick Whalen Work Experience Details
  • Transamerica
    Chief Investment Office
    Transamerica
    Baltimore, Md, Us
  • Transamerica
    Cio, Head Of Alm, Hedging, & Investments
    Transamerica Dec 2022 - Present
    Baltimore, Maryland, Us
  • Transamerica
    Head Of Hedging & Separate Acct Alm
    Transamerica Jul 2020 - Nov 2022
    Baltimore, Maryland, Us
  • Liquid Digital Capital Markets
    Ceo
    Liquid Digital Capital Markets Jul 2019 - Jun 2020
  • Liquid Digital Capital Management Lp
    Ceo
    Liquid Digital Capital Management Lp Apr 2018 - Jun 2020
  • Bank Of America Merrill Lynch
    Managing Director
    Bank Of America Merrill Lynch Oct 2015 - Apr 2018
    Charlotte, Nc, Us
    Equity Management
  • Satori Investment Partners
    Coo & Cco / Partner
    Satori Investment Partners Dec 2013 - Oct 2014
    Satori Investment Partners was a hedge fund firm created to manage a single portfolio, best ideas, global equity long/short fund. The firm was closed in October of 2014.
  • Alliancebernstein
    Global Head Of Trading And Shared Services
    Alliancebernstein May 2009 - Jan 2013
    Nashville, Tn, Us
    Ran all of Trading for large asset manager initially, then added portfolio management operations and investment risk management. As Head of Shared Services for all of the Investment areas, significantly renovated operations and reduced costs, streamlining processes to incorporate efficient technology solutions, and better organizational structure. Was one of 22 Partners of the firm.
  • Lehman Brothers
    Global Head Of Equity Trading
    Lehman Brothers Sep 2003 - Oct 2008
    Us
  • Morgan Stanley
    Global Head Of Equity Derivative Trading
    Morgan Stanley Jun 1991 - Jul 2003
    New York, Ny, Us
    > 2002 - 2003 Head of Americas Equity Trading (NYC)> 1997 - 2002 Global Head of Equity Derivative Trading (NYC)> 1990 - 1996 Head of European Equity Derivative Trading (London)
  • O'Connor And Associates
    Principal
    O'Connor And Associates Jul 1985 - May 1991
    Houston, Suite 200, Us
    > 1990 - 1991 Trading Business Head (London/SBC-O'Connor)> 1988 - 1990 Trading Desk Head (Chicago)> 1985 - 1988 Options Market Maker- Amex/NYSE (NYC)

Patrick Whalen Skills

Equities Trading Hedge Funds Options Capital Markets Equity Trading Alternative Investments Fixed Income Derivatives Portfolio Management Investments Investment Banking Equity Derivatives Trading Systems Emerging Markets Bloomberg Electronic Trading Asset Management Structured Products Securities Financial Markets Series 7 Valuation Mutual Funds Prime Brokerage Equity Research Wealth Management Financial Modeling Bonds Series 63 Investment Strategies Investment Management Hedging Proprietary Trading Etfs Commodity Finra Fx Options Global Macro Series 24 Fund Of Funds Credit Derivatives High Yield Interest Rate Derivatives Trading Strategies Quantitative Finance Currency Market Data Swaps Asset Managment

Patrick Whalen Education Details

  • The Wharton School
    The Wharton School
    Finance And International Business
  • Uc Santa Barbara
    Uc Santa Barbara
    Economics

Frequently Asked Questions about Patrick Whalen

What company does Patrick Whalen work for?

Patrick Whalen works for Transamerica

What is Patrick Whalen's role at the current company?

Patrick Whalen's current role is Chief Investment Office.

What is Patrick Whalen's email address?

Patrick Whalen's email address is pa****@****ail.com

What schools did Patrick Whalen attend?

Patrick Whalen attended The Wharton School, Uc Santa Barbara.

What are some of Patrick Whalen's interests?

Patrick Whalen has interest in Social Services, Children.

What skills is Patrick Whalen known for?

Patrick Whalen has skills like Equities, Trading, Hedge Funds, Options, Capital Markets, Equity Trading, Alternative Investments, Fixed Income, Derivatives, Portfolio Management, Investments, Investment Banking.

Who are Patrick Whalen's colleagues?

Patrick Whalen's colleagues are Susanne Krogmeier, Sage Dolash-Hauser, Marcia Ziemer, Jessie Hua, Jasmine Kaur, Tracie Rathjens, Neetha A.

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