Jerry Patterson is the Head of Advanced Wealth Solutions for Cetera Financial Group where he leads the firm’s workplace retirement and insurance efforts. Prior to his time at Cetera, Patterson lead the insurance platform and insurance business at Fidelity Investments where he focused on helping millions of Fidelity Investments customers prepare and protect for the unexpected and helping pre-retirees and retirees plan for a life in retirement featuring income security and peace of mind. Prior to that, Patterson spent 20 years at Principal Financial Group in a number of key roles, including the annuity business P&L lead, pension risk transfer business P&L lead, CMO for all insurance businesses, COO for Nippon Life Insurance Company of Japan’s US business, and the P&L lead of Principal’s largest business, the retirement plan record keeping business. Mr. Patterson’s education and early career journey focused on accounting and tax law. Mr. Patterson is a prolific writer and publisher, national speaker, and is actively involved in a number of industry associations and non-profit organizations.