Pat Malone - Director

Pat Malone

Director

Pat Malone brings thirty years of insurance industry knowledge to his role as a Director on MarshBerry’s Financial Advisory team, including key experience successfully leading dozens of insurance agency transactions. Pat’s unique perspective as an agency co-owner positions him to know how firm owners live with the results of each invest/divest decision. Valued for his strategic leadership and keen negotiation skills, Pat expertly guides clients through the process of determining prospect strategic and cultural fit through to vital post-close support.

Firms looking to capitalize upon expansion opportunities, explore strategic alternatives, or improve agency operations can leverage Pat’s first-hand knowledge and expertise. His dedication to superior service and results-driven solutions creates positive results for his clients.

Prior to joining MarshBerry, Pat was the COO and CFO of Norman-Spencer, a leading program administrator and wholesale brokerage, servicing more than 3,000 independent agents. Pat received his MBA from the University of Cincinnati, is a Certified Public Accountant (CPA), and Chartered Property Casualty Underwriter (CPCU). Previously, Pat served on the Board of Directors of NS Cares, a charitable organization primarily supporting food insecurity and children’s causes.

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