Patrick Charles serves as the Head of Lower Middle Market Commercial Insurance for Zurich North America, where he previously ran the Strategy group. Prior to Zurich, he was a McKinsey consultant, equity research analyst, and an actuary. Patrick also invests a significant portion of his free time to working with local non-profit organizations. He is a graduate of the University of Wisconsin-Madison.
Like what you see? Make sure you're getting it all
Get news and analysis for wirehouse and regional broker-dealer advisors