Patricia J. Abram

At CEG Worldwide, Patricia Abram works with financial institutions to develop and implement custom, actionable strategies for improving productivity and profits through value-added marketing strategies.

She has been a highly successful leader in the financial services industry for more than 30 years. Her vast industry experience, which includes tenures with investment, insurance and broker-dealer companies, has given her the expertise necessary to assist financial advisors and firms in generating substantial success.

Abram spent five years with American Skandia as senior vice president, national sales manager, and chief marketing officer, playing a critical role in the company’s record-setting growth. She also served as a member of the senior management operating group. Before her tenure with American Skandia, Abram served as senior vice president and chief marketing officer of Mutual Service Corporation, where she also was a member of the executive and management committees and oversaw the firm’s marketing functions.

Abram has translated her experiences into presentations about what it takes for financial services institutions and advisors to grow and succeed. She has conducted hundreds of presentations in the United States and abroad, to groups such as the Financial Planning Association, the Financial Services Institute, the National Association of Variable Annuities and national broker-dealer and wholesaler groups.

She earned her bachelor’s degree from the University of Maine and a master’s degree from Ohio University. She holds Series 7, 24 and 65 licenses and a life and health insurance license with the state of Florida. Abram is a featured columnist each month in Research magazine and a co-author of Breaking Through: Building a World-Class Wealth Management Business, published in 2008.