Patricia (Patti) Epstein (608) 444-7124 | pepstein2@charter.net Chief Benefits Officer, Wisconsin Department of Employee Trust Funds Fintech, Crypto, and Fiduciary

Areas of Expertise

Patti Epstein currently serves as Chief Benefits Officer for the Wisconsin Department of Employee Trust Funds (ETF), where she leads the Division of Benefits Administration responsible for overseeing the delivery and modernization of retirement, disability, health insurance, deferred compensation, and related benefits for Wisconsin’s public sector workforce. She assumed this role on July 1, 2024, bringing extensive leadership experience in benefits administration, operational excellence, and customer-centric government service.

Prior to her current position at ETF, Patti served as Deputy Secretary of the Wisconsin Department of Financial Institutions (DFI), where she oversaw the agency’s regulatory and licensing divisions, administrative services and technology functions, and financial capability initiatives.

Her professional background also includes senior leadership roles in the private sector, including serving as Director of Administration for the nation’s largest third-party benefits administrator, and executive posts in technology and healthcare organizations. Through her career, she has driven strategic initiatives, integrated complex systems, and championed customer-centric service models.

Patti holds a B.S. in Business with a minor in Computer Science and holds certifications in Six Sigma, Cryptocurrency, Flexible Compensation, Change Leadership, Health Insurance and Public Pension Plan Policy. She actively serves on boards and councils that advance professional development and community impact, including leadership roles with TEMPO-Madison and the Wisconsin Women’s Council.