Patrick Cunningham
Private Client Advisor, Gallagher Private Client
- Role
- Private Client Advisor at Gallagher
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Patrick Cunningham
Private Client Advisor with 15 years of experience in the high-net-worth and…
Experience
Private Client Advisor
Apr 2024 — Present · Bedford Hills, NY, US
Private Client Advisor dedicated to meeting the unique needs of affluent families and multi-family offices. My primary focus is optimizing risk management portfolios to safeguard our clients\' most valuable assets with maximum efficiency. With a strong background in underwriting from my tenure at PURE Insurance, one of the industry\'s top carriers, I bring a wealth of expertise to every client situation, ensuring personalized and impactful solutions.
Skills
- Property
- Property
- Employee Relations
- Strategic Planning
- Customer Service
- Management
- Adobe Acrobat
- Microsoft Excel
- Powerpoint
- Data Entry
- Research
- Retail
- Underwriting
- Property & Casualty Insurance
- Microsoft Word
- Recruiting
- Leadership
- Social Media
- Insurance
- Outlook
- Microsoft Office
- Sales
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