Jason Pate

Jason Pate Email and Phone Number

Chief Strategy Officer at Plaid @ Plaid
Plaid , San Francisco , California 94105, us
Jason Pate's Location
San Francisco Bay Area, United States, United States
About Jason Pate

Jason Pate is a Chief Strategy Officer at Plaid at Plaid. He possess expertise in management consulting, due diligence, entrepreneurship, financial modeling, strategic consulting and 28 more skills.

Jason Pate's Current Company Details
Plaid

Plaid

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Chief Strategy Officer at Plaid
Plaid , San Francisco , California 94105, us
Website:
plaid.com
Employees:
51
Jason Pate Work Experience Details
  • Plaid
    Chief Strategy Officer
    Plaid Oct 2023 - Present
    San Francisco , California , Us
  • Plaid
    Interim Cfo
    Plaid Jul 2022 - Oct 2023
    San Francisco , California , Us
  • Plaid
    Head Of Business And Corporate Development
    Plaid Apr 2019 - Jul 2022
    San Francisco , California , Us
  • Plaid
    Product
    Plaid Feb 2018 - Apr 2019
    San Francisco , California , Us
  • Rubicon Global
    Head Of Corporate Strategy And Development
    Rubicon Global Jun 2016 - Feb 2018
    Atlanta, Georgia, Us
  • Statuspage
    M&A Advisor (Acquired)
    Statuspage Mar 2016 - Jun 2016
    San Francisco , California , Us
  • Tava Kitchen
    Founder, Cfo (Acquired)
    Tava Kitchen Aug 2012 - Mar 2016
    Palo Alto, California, Us
  • Bain & Company
    Senior Associate Consultant
    Bain & Company Oct 2009 - Aug 2012
    Boston, Ma, Us
    Worked closely with clients in a variety of industries, including retail, consumer products, advertising, SaaS, and telecom. Projects focused on corporate strategy development, organizational optimization, merger integration, product strategy, operational performance improvement, sales strategy, and M&A strategy. Jason also worked in Bain's Private Equity practice conducting due diligence in industries such as healthcare, retail, medical practice management, and marketing/advertising services.• Designed sales and service model to deliver increased coordination across newly acquired business units ~$4B in market cap• Co-managed transformation office responsible for overseeing detailed design, pilot preparations, pilot launch and full implementation planning• Designed and implemented inside sales force for digital media and software client • Conducted due diligence on multiple acquisition targets for private equity and corporate M&A clients. Due diligence included customer needs analysis, customer segmentation, market growth projections, expansion/adjacency opportunities, competitive position, operational performance• Redesigned technical infrastructure and procurement process for IT department of $50B retailer saving $350M and improving business insights, and enabling $100M+ mobile-based sales channel
  • Duke University Sanford School Of Public Policy
    Board Of Visitors
    Duke University Sanford School Of Public Policy 2007 - 2009
    Durham, Nc, Us
    Supported transition of Public Policy Department to Public Policy SchoolProvided guidance on department investments in new faculty and centers
  • Goldman Sachs
    Investment Banking Summer Analyst
    Goldman Sachs 2008 - 2008
    New York, New York, Us
    As an Investment Banking Analyst in the Financial Institutions Group (FIG), assisted in the execution of a variety of M&A, recapitalization and debt transactions for a broad range of financial companies.
  • Hughes Network Systems
    Financial Analyst
    Hughes Network Systems 2006 - 2008
    Germantown, Md, Us
    Created a global leasing database that connected contracts to billings and identifying $2M in lost revenue opportunities a year. Led design of revenue forecasting model that improved speed and accuracy of financial projections

Jason Pate Skills

Management Consulting Due Diligence Entrepreneurship Financial Modeling Strategic Consulting Strategy Business Strategy Finance Data Analysis Strategic Planning Start Ups Market Research Research Competitive Analysis Segmentation Valuation Market Analysis Business Process Improvement Restaurant Management Consulting Mergers And Acquisitions Performance Improvement Financial Analysis M&a Due Diligence Excel Powerpoint Strategy Development Market Entry Acquisition Integration Business Modeling Private Equity Analytics Analysis

Jason Pate Education Details

  • Duke University
    Duke University
    Public Policy/Economics
  • University Of Oxford
    University Of Oxford

Frequently Asked Questions about Jason Pate

What company does Jason Pate work for?

Jason Pate works for Plaid

What is Jason Pate's role at the current company?

Jason Pate's current role is Chief Strategy Officer at Plaid.

What is Jason Pate's email address?

Jason Pate's email address is jp****@****ail.com

What is Jason Pate's direct phone number?

Jason Pate's direct phone number is +124089*****

What schools did Jason Pate attend?

Jason Pate attended Duke University, University Of Oxford.

What are some of Jason Pate's interests?

Jason Pate has interest in Education.

What skills is Jason Pate known for?

Jason Pate has skills like Management Consulting, Due Diligence, Entrepreneurship, Financial Modeling, Strategic Consulting, Strategy, Business Strategy, Finance, Data Analysis, Strategic Planning, Start Ups, Market Research.

Who are Jason Pate's colleagues?

Jason Pate's colleagues are Zuij Chejon, Conor Lamarche, Cormick Barnes, James King, Alexandra Casserly, Wiktoria B., Christopher Sandoval.

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