Patrick Obrien
Advisor at Windermere Insurance Group
- Role
- Advisor at Windermere Insurance Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Patrick Obrien
Insurance Advisor in Windermere\'s Financial Institutions PracticeCertain areas of focus include:• Investment Advisers (RIAs, Family Offices, Trust Companies)• Asset Managers• Non-Bank Lenders• Broker Dealers• Investment Banking / M&A Advisory• Other FI / Real Estate businesses and specialty lines insurancePrevious experience includes roles in both underwriting and production for insurance brokerage firms Aon and USI
Experience
Advisor
Jan 2026 — Present · Charlotte, NC, US
Specialize in professional and management liability (E&O, D&O, Cyber, EPLI, Crime) for financial services and real estate businesses
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