2020 -
2022 Head of Hedging and Separate Acct ALM @
2019 -
2020 CEO @ Liquid Digital Capital Markets
2018 -
2020 CEO @
2015 -
2018 Managing Director @
2013 -
2014 COO and CCO and Partner @ Satori Investment Partners
2009 -
2013 Global Head of Trading and Shared Services @
2003 -
2008 Global Head of Equity Trading @ Lehman Brothers
1991 -
2003 Global Head of Equity Derivative Trading @
1985 -
1991 Principal @
Patrick Whalen Education
University of Pennsylvania
Bachelor of Science (International Business, Finance)
University Of California - Santa Barbara
Bachelor of Science (Economics)
Patrick Whalen Skills
Equities
Trading
Hedge Funds
Fixed Income
Alternative Investments
Capital Markets
Investment Banking
Derivatives
Bloomberg
Series 7
Trading Systems
Equity Derivatives
Electronic Trading
Options
Asset Managment
Equity Trading
Prime Brokerage
Valuation
Series 63
Investments
Asset Management
Investment Strategies
Commodity
Emerging Markets
Equity Research
Portfolio Management
Structured Products
Global Macro
Series 24
Investment Management
Fund Of Funds
Wealth Management
Hedging
Proprietary Trading
Securities
Credit Derivatives
Financial Markets
High Yield
Interest Rate Derivatives
Trading Strategies
ETFs
Quantitative Finance
Currency
Financial Modeling
Bonds
FINRA
FX Options
Market Data
Swaps
Mutual Funds
Interest Rate
Charities
Patrick Whalen Summary
Patrick Whalen, based in Baltimore, MD, US, is currently a Chief Investment Office at Transamerica. Patrick Whalen brings experience from previous roles at Transamerica, Liquid Digital Capital Markets, Liquid Digital Capital Management LP and Bank of America Merrill Lynch. Patrick Whalen holds a Bachelor of Science in International Business, Finance @ University of Pennsylvania. With a robust skill set that includes Equities, Trading, Hedge Funds, Fixed Income, Alternative Investments and more. Patrick Whalen has 3 emails and 1 mobile phone numbers on RocketReach.
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