Joshua Patterson Email & Phone Number

Austin, Texas, Us

As an independent consultant I worked within several niche industries utilizing my background in the financial market place, my knowledge of the dining industry, as well as my network of professionals I had grown since the inception of my career. Many of my clients were adjusting to new laws specific to the state and unique to surrounding territories, that required entirely new business plans, go to market strategies, software capabilities, and entire divisions to be built and implemented from scratch.Selected Contributions: -Working with agricultural/retail clients to build platforms that would allow for a sales/business development team implementation depending on their needs -Built out CRM platforms using SFDC, HUBSPOT, and other proprietary software -Created benefits platforms, company intranet, and financial reporting capabilities with Workday, etc -Helped build comprehensive business plans for clients who were entering a brand new market space(mostly retail and commercial wholesale) – involving experts in the HR space, logistics, and specialized legal practices -Turned rudimentary financial statements into finite and predictable sales models to forecast revenue, hiring, inventory, and a new sales model that would interface, not interrupt, current business practices -Together with legal and tax professionals established new P/L systems, Income and Balance Sheets, and better reporting data to be used to procure financing and ease end of the year reporting -Created compensation plans based upon the selected business model -Hired, trained, and created educational platforms that could be used in future hiring and/or continuing education depending on the model -Networking and referrals to other areas that held more expertise gained trust within my client base and led to more referrals within the industry

Bannockburn, Il, Us

At Great Lakes Credit Union we pride ourselves on our Membership Promise, which is the core belief that we exist to further the financial relationship founded in trust and mutual respect. We strive to provide our members knowledge, functional and safe solutions, and our commitment to continually put their interests first.As the Manager of our payments solutions suite, I will be responsible for the ongoing development, defintinition, and execution of our payments organization. All of our partnerships throughout lending, retail, deposit operations, business development, project management, marketing, and senior leadership will be key in the advancement of the GCLU payments capability. Collaboration with both internal partners, and external experts, will be a main focus of what will continue to drive excellence within our shared space. Ensuring outstanding service, trusted advice, and reporting to the COO, the payments division will continue to further the overall GLCU vision for financial freedom.

Mclean, Va, Us

Mclean, Va, Us

The nature of emerging markets and technology challenges traditional banking and payments facilitators - but inevitably opens opportunities for innovation and growth. Payments is an area where this dynamism is already well-established. In the near future, we are set to see even faster changes in the payments landscape, building on the accelerating growth in electronic payments and the advent of new and disruptive market players.With SPARK, CapitalOne continues its endeavor to disrupt the financial landscape, while offering industry leading rewards, and innovative technology.As a SPARK client we will work to transition from traditional payment methods to a progressive, profitable, and technologically advanced solution.My coaching and leadership skills have been mastered through thousands of interactions as contributor, manager, volunteer, and business owner. Experienced in direct sales and client development, facilitating learning strategies, and adapting social media to improve performance.

Charlotte, Nc, Us

Our focus is on providing access to capital, improved cash flow and top line growth for our clients. We do this by delivering world-class, global resources through deep personal relationships with our clients and partners.We are also committed to our strategic business partners. We seek to drive incremental revenue by connecting them with potential clients and centers of influence in our networks.

New York, Ny, Us

Managed a portfolio of 180+ commercial clients. Objectives include increasing profitability through the extension of customized cash management, treasury, wealth management, and lending solutions.Actively prospect for new relationships that include commercial needs, while also leveraging thestrengths of the JPMorgan Chase Private Banking experience.Plan and Deliver new sales strategies tailored for growth optimization to deepen existingrelationshipsWork with internal partners to create comprehensive financial plans inclusive of the specificcommercial and personal wealth goals of clientsActive KYC/AML/operational monitoring in order to protect the firm in connection with OCC andcompany policySupervise and develop a disciplined relationship focused team by identifying solutions/strategies necessary to effectively implement profitability and sustainable growth . Regularly reviewprocesses with team, and make adjustments as neededAnalyze and evaluate commercial and personal financial statements in order to procure andmonitor lending obligations and needs including revolving debt, real estate, equipment finance,and asset based lendingBuild collaborative relationships with external and internal referral network in order to optimize client relationships, and integrate within the community

New York, Ny, Us

I managed depository and wealth portfolios for business clientele. I was able to implement cash management solutions and strategies to help my clients maintain a better handle on their day to day operations, as well as brace their infrastructure financially with the strength of an industry leader.I facilitated lending needs for commercial entities, both in the revolving arena, as well as real estate. Our team approach at JP Morgan allowed me to quarterback the relationship, and leverage partners whose expertise may lie in advanced lending, merchant services, or complex cash management.

New York, Ny, Us

Supported small and mid-size business owners to help them protect and grow their companies. Worked closely with in-branch partners to promote diversity and a better client experience.

Founding member of the American Kennel Club recognized Czechoslovakian Vlcak (wolfdog).Formally established 501(C)(3) structure, finalized application process with the American Kennel Club after co-writing club constitution and submitting for recognition. Monitored daily expenses, compiled quarterly financial reports, and successfully maintained profitable budget and collection of membership dues.

Toronto, Ontario, Ca

I advised clients on investing strategies, portfolio management, and insurance needs.A consistent leader in production, my focus was on providing competitive strategies and structures that were mutually beneficial to both individuals and commercial entities. My approach was to offer a set of solutions for my clients which included both internal and externally viable programs.As a trusted adviser I was constantly on the lookout for and vetting resources that would help me add value for my clients and strategic partners.Fully licensed with a Series 7, 63, 55, and 30 per FINRA regulations.

North Liberty, Ia, Us

Managed staffing and inventory procurement while focusing on cost efficiency and talent acquisition.

Facilitated inventory purchasing, staff scheduling, and general supervisory operations