Jerry Patterson Email & Phone Number
Head of Advanced Wealth Solutions
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Jerry Patterson Location
- West Des Moines, IA, US
Jerry Patterson Work
- Head of Advanced Wealth Solutions @ Cetera Financial Group (June 2024 - Present)
- President, Fidelity Investments Life Insurance @ (September 2021 - March 2024)
- Senior Vice President, Workplace Savings and Retirement Solutions @ (July 2018 - September 2021)
- Senior Vice President, Retirement Income Solutions and US Consumer @ (August 2011 - July 2018)
- Blogger @ (January 2014 - January 2018)
- VP and Chief Marketing Officer, Life and Health Solutions @ (December 2001 - December 2008)
- Chief Operating Officer, Healthcare and Group Insurance @ (December 2008 - August 2011)
- SVP, Retirement Income Solutions @ (January 1999 - January 2001)
- SVP, Retirement Income Solutions @ (January 1999 - January 1999)
- VP and Chief Marketing Officer, Life Insurance Solutions @ (January 1995 - January 1999)
- Advanced Sales Consultant @ (January 1994 - December 1995)
- Associate Attorney @ (January 1992 - January 1994)
- Law Clerk @ Smith, Weimer, Hudson (May 1990 - May 1992)
- Para Accountant @ (January 1986 - January 1989)
Jerry Patterson Education
- Drake University Law School 1989-1992
- Lubar College of Business 1985-1989
Jerry Patterson Skills
- Internal Communications
- Leadership
- Executive Visibility
- Retirement
- Disability Insurance
- Employee Benefits
- Life Insurance
- Healthcare
- High Net Worth Individuals
- Group Insurance
- Insurance
- Health Insurance
- 401k
- Fixed Annuities
- Retirement Planning
- Mutual Funds
- Estate Planning
- Strategic Financial Planning
- Underwriting
- Financial Services
- Dental Insurance
- Employee Wellness Programs
- Public Speaking
- Accounting
- Terminal Funding
- Financial Planning
- Media Relations
- Tax Law
- IRAs
- Investments
- Market Research
- Variable Annuities
- Digital Marketing
- Advertising
- Strategic Planning
- Strategy
- Sales Management
- Business Planning
- Charitable Remainder Trusts
- Marketing
- Separately Managed Accounts
- Social Media Marketing
- Marketing Communications
- Brokers
Jerry Patterson Summary
- Jerry Patterson, based in West Des Moines, IA, US, is currently a Head of Advanced Wealth Solutions at Cetera Financial Group. Jerry Patterson brings experience from previous roles at Fidelity Investments, Principal Financial Group and The Huffington Post. Jerry Patterson holds a 1989 - 1992 Drake University Law School. With a robust skill set that includes Internal Communications, Leadership, Executive Visibility, Retirement, Disability Insurance and more. Jerry Patterson has 1 emails and 3 mobile phone numbers on RocketReach.
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