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Julie Patel

Captive Advisory


Julie Patel is a Captive Advisor in the Captive Solutions Group and is located in Atlanta. Her responsibilities include providing consulting services in the captive and alternative risk area encompassing:  assessing captive opportunities; performing comprehensive feasibility studies; and working with Captive Management in the implementation of captives. 


Julie has been with Marsh for over 7 years, working in the Casualty Advisory and Alternative Risk practices for various clients.  She primarily focused on financial analysis and consulting in the areas of reserve analysis, loss forecasting, loss stratifications, cash flow analysis, allocation systems, retention analysis, and Texas Nonsubscription feasibility studies.


Julie holds a BSM in business with concentrations in finance and information systems from Tulane University.  She also has attained the Associate in Risk Management (ARM) professional insurance designation.