Patrick Lee

Patrick Lee

Senior Strategic Business Planning Manager @ Transamerica

About Patrick Lee

Patrick Lee is a Senior Strategic Business Planning Manager at Transamerica, with a diverse background in business analysis and consulting across several companies, including Liberty Mutual Insurance and Lincoln Financial Group. He holds a Bachelor of Arts in Political Science and Government from the University of New Hampshire and an MBA in Finance from Southern New Hampshire University.

Work at Transamerica

Patrick Lee currently serves as the Senior Strategic Business Planning Manager at Transamerica, a position he has held since 2022. Prior to this role, he worked as a Strategic Business Planning Manager at the same company from 2021 to 2022. His responsibilities in these roles involve overseeing strategic initiatives and business planning processes to enhance organizational performance.

Previous Experience at Lincoln Financial Group

Before joining Transamerica, Patrick Lee worked at Lincoln Financial Group as a Senior Consultant from 2019 to 2021. His tenure at Lincoln Financial Group included a focus on strategic consulting, where he contributed to various business planning projects. He also held the position of Analyst at Lincoln Financial Group from 2018 to 2019.

Career at Liberty Mutual Insurance

Patrick Lee has extensive experience at Liberty Mutual Insurance, where he held multiple positions. He began as an Environmental Claims Specialist I from 2013 to 2015, then progressed to Business Analyst II from 2015 to 2016. He later served as a Senior Business Analyst from 2017 to 2018 and as a Business Analyst II from 2016 to 2017, all within the Greater Boston Area.

Education and Expertise

Patrick Lee earned a Bachelor of Arts (B.A.) in Political Science and Government from the University of New Hampshire, completing his studies from 2009 to 2013. He furthered his education by obtaining a Master of Business Administration (M.B.A.) with a focus on Finance from Southern New Hampshire University, where he studied from 2014 to 2016.

Background

Patrick Lee attended Pinkerton Academy from 2005 to 2009, where he completed his high school education. His academic background laid the foundation for his subsequent studies in political science and finance, which have informed his professional career in business planning and analysis.

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