2015 Insurance Executive Conference
 


Title
Senior Vice President – Retirement & Investor Services
Company
Principal Financial Group
Bio
Jerry Patterson has been a presence in the financial services industry for more than 25 years where he held a number of diverse and senior roles at some of the nation’s largest financial institutions. Patterson currently serves as senior vice president, Retirement & Investor Services with the Principal Financial Group where he leads the company’s annuity, individual investor services, and broader retirement income efforts. Key areas of focus in his current role include driving better retirement outcomes through more effective retirement plan designs, behavior-based education and engagement strategies, getting more Americans to understand and embrace the power of guaranteed retirement income, and addressing the unique and different needs of emerging Millennials and retiring Baby Boomers. Patterson is a national speaker and writer on a broad range of issues and topics, including financial and estate planning, behavioral finance, healthcare, wellness, Millennials, Boomers, and retirement. He is a resident blogger for the Huffington Post where he focuses on financial wellness and overcoming human nature to attain better financial security outcomes. He can be followed @JerryWPatterson. Patterson is an active participant in a number of industry and community organizations focused on retirement security and the arts. He is currently an active board member for the Insured Retirement Institute, Ballet Des Moines, and Des Moines Social Club. Patterson’s education and early career focus was on accounting and law and he is a member of the Kansas and Missouri bars.