Patrick Raftery Email & Phone Number

Chicago, Il, Us

Milwaukee, Wi, Us

Financial Security - we all need it and we all deserve it! I help busy professionals, families, and small businesses to Plan, Prepare, and Produce Financial Security - on their own terms.

Milwaukee, Wi, Us

Financial Security - we all need it and we all deserve it! I help busy professionals, families, and small businesses to Plan, Prepare, and Produce Financial Security - on their own terms.

Niles, Illinois, Us

Deerfield, Il, Us

Director, Health Insurance Exchange Sector (June 2013 to December 2016)Developed and led national strategy, budget, structure, and project plans for Affordable Care Act / Health Insurance Exchange business segment to increase preferred access to enrollments and pharmacy sales• Developed products and services within Strategy/Business Development division to maximize profit and increase customer base through access to new insurance enrollees under ACA; Developed and drove full integration of those products services nationwide; Increase sales and drove new customer growth nationwide• Reduced overall budget from $10M rollout to $50K in four years by leveraging existing programs and resources, reducing staff, and streamlining processes• Registered Insurance Producer and Managing Agent/Vice President, providing leadership and expertise for Walgreens internal insurance agency function and captive insurance company; and Subject matter expert on insurance/risk management including contributions to strategy meetings and external insurance/risk speaking engagements; Expertise support for strategic planning for insurance matters

Deerfield, Il, Us

Manager, Finance Community (September 2011 to June 2013)Selected by CFO to build, lead, and drive Finance and Accounting Community to increase functional value across organization. Supported executive leadership through meeting facilitation, driving team accountability, change management, and contributing to intra-divisional reorganizations and expansions• Developed, directed, and led structured project team of nearly 150, while partnering with executive leadership to drive employee leadership development, organizational design, and volunteerism; Instrumental in the growth of division to nearly 1500 employees, in 8 different areas with employee satisfaction rates of over 80%• Increased division-wide performance and engagement by provided ongoing feedback, coaching and mentoring, promoting and supporting staff development and inclusion in volunteer community programs• Managed, mentored, and developed over 20 Finance Development Program Associates through ongoing feedback, coaching and mentoring; Successfully grew the program from 5 associates to 15 associates• Directed 12 volunteer Team Leads, responsible for over 150 volunteer team members, on leadership development, volunteerism, finance development, engagement, career paths, recognition, recruitment, and training; Managed annual budget of $2.0M; Successfully reduced budget by 45% FY12, and 22% FY14

Deerfield, Il, Us

Supervisor, Property & Casualty Insurance (May 2007 to September 2011)Supervised all areas of insurance/risk management – insurance, self-insurance, vendor management, safety, OSHA, Vermont based captive insurance company, contract/lease review, M&A analysis, property claims, insurance analysis, renewals, benchmarking, reporting, project management, insurance/risk management training, and insurance SME• Conceptualized, managed, and drove planning, formation, capitalization, and integration of new single-parent captive insurance company with annual premiums in excess of $200M, resulting in $25M annual value • Created, developed, and implemented plan for key strategic initiatives - captive insurance company, risk management portal, standard contract realignment, retail store safety, Texas WC non-subscriber, 20+ insurance M&A integrations, total cost of risk analysis, reduction of outbound certificate of insurance by 50,000 per year

Us

Provided leadership and risk management expertise to start-up insurance brokerage and risk management consulting firm as number two employee; drove sales and account management from zero to 25 clients in year oneSenior Broker• Led the negotiation and placement of general liability, product liability, auto liability, property, workers’ compensation, directors & officers, marine/cargo, umbrella, sensitive risk, and employment practices• Developed and managed infrastructure of start-up Giles US; first US location of UK based Giles Insurance Brokers, Ltd.; brokerage operations; technology infrastructure; sales/account management; communications• Managed three person account team responsible for production of new and servicing of existing client accounts and fostering relationships with prospects, clients, insurance carriers, vendors, TPAs, and other brokers

London, Gb

Risk Management Consultant Supervised one risk analyst; managed procurement, renewal, and administration of Motorola global risk/insurance programs – including claims management, exposure data collection/reporting process, IBNR, preparation and allocation of $60M annual insurance budget, global marine/cargo program, Dublin based global property captive, WC retrospectively rated program, department intranet, certificate of insurance, bonds, alternative risk financial analysis

Palm Beach Gardens, Florida, Us

Lake Forest, Illinois, Us

Bachelor'S Degree, Criminal Justice/Safety Studies

Bachelors, Sociology