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Patrice Horner

Patrice Horner

Vice President - Asset Management

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location of Patrice HornerBermuda

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  • Timeline

  • About me

    Director Senior Solutions Ltd.

  • Education

    • Candidate for Chartered Financial Analyst (CFA)

      -
      Level 1

    • Seidmen College of Business (MBA)

      -
      MBA Finance

    • The Institute of Banking

      -
      Qualfied Financial Advisor (QFA) Financial Planning and Services

  • Experience

    • The Griffin Company

      Sept 1987 - Apr 1992
      Vice President - Asset Management

      A commercial real estate development & management company Managed market-capitalization valuations of commercial real estate buildings for quarterly reporting to insurance companies and other investors for whom we managed buildings. Created capital structure for equity partner in a $40 million office condominium project and garnered necessary investment for a historic renovation of a downtown office building.

    • Osprey Investments Ltd and Anchor Investments Ltd

      Dec 1998 - Feb 2004
      Vice President

      Purchased by and amalgamated into North AtlanticDeveloped corporate pension plan product, including investment platform, administration system, and marketing outreach. Investment platform was built on life-cycle risk profiles, with risk-adjusted returns scaled for individual proximity to retirement. Utilized Micro-soft Access software to design administrative and reporting system. Trained and supervised staff for mutual fund trading and settlement. Established distribution agreements with leading international fund companies. Captured significant penetration in sophisticated company business, resulting in six-figure purchase of firm by local insurance company. Show less

    • North Atlantic Asset Management Ltd

      Feb 2004 - Feb 2010
      Vice President

      Instituted strategies that resulted in near $300 million in corporate pension plans, with self-directed investment options, allocation guidelines, and reporting systems.Supervised staff in KYC and due diligence processes, along with investment analysisand reporting functions, for dynamic retirement structures and individual savings plans.Created marketing concept for positioning of planning business, including ‘Investment Matters’ and ‘Planning Matters’ as well as ongoing ‘Financial Intelligence’ weekly articles. Show less

    • Global Independent Financial Consultant

      Oct 2010 - Aug 2013
      Financial Consultant

      Conducted financial planning services for IFP and Patterson Partners in Bermuda and for Omni Investments in the USA, to address savings, investment, and protection issues.Restructured $2.5 mil in mortgages as Chair of Cap-a-Laige Ltd and calculated new lease rates for resident tenants by analyzing cash flows and market real estate comparable rents/sales.Developed capital campaigns and fund-raising initiatives that targeted corporate executives, and high-net worth individuals to gift appreciate stock through 501-3b charitable entities. Show less

    • Senior Solutions Ltd (BDA)

      Jul 2013 - now
      Director and President

      Created Senior Solutions Ltd. to address the comprehensive financial issues globally; including housing, long-term care, health-care options, and retirement income.Established collaboration with international developer and with capital partner to create $60 million in planned communities to address nation-wide capacity requirements.Designed financial planning system to service global clientele digitally, provide investment directions, and goal-based solutions to cross-border wealth protection and accumulation. Show less

    • Utility Transformation Consortia

      Oct 2019 - now
      Managing Director

  • Licenses & Certifications