Meet the team

Your Global Atlantic Consultants

Jeannie Underwood-Kotner

Senior VP, Head of Global Atlantic Consulting

Jeannie’s financial services knowledge is built on 20 plus years of industry experience. She oversees the Advisor Practice Management consultant team to help financial advisors enhance and grow their business.

Prior to Global Atlantic, Jeannie was a regional vice president at Invesco/Van Kampen Investments. She also was an internal sales consultant with Van Kampen Investments and held various sales and marketing roles at Edward Jones and Northwestern Mutual Life. Her engaging style has made her a widely sought-after keynote speaker across North America. Throughout her career, Jeannie has delivered innovative, solution-driven strategies at top industry conferences, regional sales events and provided individual coaching for top advisor teams.

Patti Hausherr

Vice President, Global Atlantic Consulting

With more than 25 years in financial services, Patti delivers inspiring training seminars and workshops for financial advisors throughout the Southeast.

Prior to Global Atlantic, Patti was a Northeast divisional sales manager for Protective Life. She’s also been a director, speaker and consultant to firms and financial advisors for PH Consulting. Prior to that, Patti was divisional vice president at MetLife and held various sales leadership roles at The Hartford, Fleet Financial Group and Bankmark.

Kirk L. Bowman

Vice President, Global Atlantic Consulting

Kirk has 20 years of experience in financial services and travels throughout the Western U.S. delivering impactful workshops at group meetings and special events for financial advisors.

Prior to Global Atlantic, Kirk was a business development consultant at Jackson National. He was also divisional sales manager at Stryker Corp and Wright Medical Technology.

Patrick Scanlon

Vice President, Global Atlantic Consulting

With 10 years of industry experience, Pat travels throughout the Northeast, helping advisors retain and increase their client base through innovative ideas and strategies.

Prior to joining Global Atlantic, Pat entered the financial services industry with an actuarial background and has since held positions as an external wholesaler and a long-term care product specialist. He’s worked for well-known financial companies including ING (Voya) and The Hartford.

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