Jason Pate Email and Phone Number
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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.
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Chief Strategy OfficerPlaid Oct 2023 - PresentSan Francisco , California , Us -
Interim CfoPlaid Jul 2022 - Oct 2023San Francisco , California , Us -
Head Of Business And Corporate DevelopmentPlaid Apr 2019 - Jul 2022San Francisco , California , Us -
ProductPlaid Feb 2018 - Apr 2019San Francisco , California , Us -
Head Of Corporate Strategy And DevelopmentRubicon Global Jun 2016 - Feb 2018Atlanta, Georgia, Us -
M&A Advisor (Acquired)Statuspage Mar 2016 - Jun 2016San Francisco , California , Us -
Founder, Cfo (Acquired)Tava Kitchen Aug 2012 - Mar 2016Palo Alto, California, Us -
Senior Associate ConsultantBain & Company Oct 2009 - Aug 2012Boston, Ma, UsWorked 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 -
Board Of VisitorsDuke University Sanford School Of Public Policy 2007 - 2009Durham, Nc, UsSupported transition of Public Policy Department to Public Policy SchoolProvided guidance on department investments in new faculty and centers -
Investment Banking Summer AnalystGoldman Sachs 2008 - 2008New York, New York, UsAs 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. -
Financial AnalystHughes Network Systems 2006 - 2008Germantown, Md, UsCreated 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
Jason Pate Education Details
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Duke UniversityPublic Policy/Economics -
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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