802-861-2630

Fax: 802-863-2198

159 Bank Street, 4th Floor
Burlington, VT 05401

Pat Theriault

MANAGING DIRECTOR

Current Responsibility

Patrick is responsible for the firm’s captive management activities in the mid-Atlantic region. In this role he oversees the staff and operations responsible for clients located in a number of east coast domiciles including Delaware, New Jersey and Washington D.C. In addition, Patrick provides assistance to the SRS consulting group with captive implementation and feasibility projects.

Experience

Patrick joined SRS in 2011 having previously been with the company for five years until 2005. He has over fifteen years of experience in captive management, insurance accounting, and consulting services. Patrick most recently managed the operations of Wilmington Trust Captive Management Services managing the delivery of captive management services to clients in several US domiciles. He was formerly Director of Finance and Operations for SRS Vermont.

Patrick has experience with captive programs for single parent firms, risk retention groups, and publicly held admitted insurance carriers. His captive domicile experience includes Arizona, Barbados, Bermuda, Cayman, Delaware, Nevada, South Carolina, Tennessee, Vermont, and Washington D.C.

Affiliations

  • Member and former Director, Vermont Captive Insurance Association
  • Member, Captive Insurance Companies Association Conference Committee

Education and Professional Designations

  • Certified Public Accountant
  • Chartered Property Casualty Underwriter
  • Associate in Insurance Accounting and Finance
  • Clarkson University, B.A. Accounting and Finance

Top