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Speaker's Biography

Jerry Patterson

Senior Vice President, Retirement and Income Solutions, Principal Financial Group


Jerry Patterson is senior vice president, Retirement and Income Solutions (RIS) with Principal Financial Group(r). He is responsible for the retail and institutional annuity businesses, retirement income management strategy and overall accountability for the individual investor business of Principal(r). Patterson joined the company in 2001 as chief marketing officer in the Life and Health segment until 2008, when he took on a rotational assignment as chief operating officer of Nippon Life Benefits, based in New York City. He moved into his current position in 2012. Before joining Principal, he served as senior vice president at Prudential Investments, senior vice president of Annuities at SunAmerica and vice president of marketing at Manulife. Patterson earned his bachelor's degree from the University of Wisconsin-Milwaukee and his law degree from the Drake University Law School. He is a member of both the Missouri and Kansas bars.


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