Patrick B. Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York, United States

Kasisto’s leading digital experience platform, KAI, is created to master the language of finance and is ready to host the humanizing experiences today’s customers demand. KAI gives financial institutions the power to transform normal customer communications into profound interactions.

New York, New York, United States

--Acquired by Smarsh--Digital Reasoning uses artificial intelligence to understand human communication — in many languages, across many domains, and at enormous scale. Working with some of the worlds largest financial services firms in the world, Digital Reasoning understands the true intent of communications, uncovering risks and spotting bad behaviors before they turn into regulatory or legal issues.

New York, New York, United States

Templafy empowers enterprises to streamline the millions of documents, presentations, emails, price quotes etc. that employees produce every day. Managed in the cloud and seamlessly embedded in all processes where employees produce documents and business content, Templafy automates business compliance and boosts end-user productivity in a future proof way.

Greater New York City Area

Kasisto's KAI is the industry’s leading Digital Experience platform that was created to master the language of banking and finance. KAI is trained and ready to host the humanizing experiences today’s customers demand, while intuitively opening doors to deeper customer engagement. From simple retail transactions to the complex demands of corporate banks and wealth management, KAI gets it. KAI gives you the power to transform customer communications into Profound Interactions.

Greater New York City Area

Digital Reasoning uses artificial intelligence to understand human communication — in many languages, across many domains, and at enormous scale. Working with some of the worlds largest financial services firms in the world, Digital Reasoning understands the true intent of communications, uncovering risks and spotting bad behaviors before they turn into regulatory or legal issues.

Greater New York City Area

Directed 20-30 associates and contractors architecting and implementing three distinct technology platforms, Global Referrals Engine, Small Business Referrals Service and the Global Relationship Capital Intelligence platforms, consisting of five applications across three teams, as well as, off-shore delivery team. Oversaw project estimation and financials, defined technology and resource strategies, delivered project sequence and schedules, and provided Associate Development and Performance… Show more Directed 20-30 associates and contractors architecting and implementing three distinct technology platforms, Global Referrals Engine, Small Business Referrals Service and the Global Relationship Capital Intelligence platforms, consisting of five applications across three teams, as well as, off-shore delivery team. Oversaw project estimation and financials, defined technology and resource strategies, delivered project sequence and schedules, and provided Associate Development and Performance Reviews. Achieved buy-ins for project budgets through clear presentation and articulation of business value for projects to Senior Executives, and fostered and maintained solid partnerships with all project stakeholders and business units. Show less

New York, Ny

Oversaw development team for Associate Investment Monitoring platform, consisting of online application, reporting application and trading surveillance / alerting application. Handled staffing, presented solutions to Senior Management, and performed project estimation ensuring on track financials throughout project.

Delivered technical sales support for 5 Sales Representatives in Financial Service, Publishing, Retail, Real Estate, and Pharmaceuticals markets. Created and delivered presentations and product demonstrations to senior leaders at Fortune 500 and small scale firms. Provided key participation in defining Financial Services and Business Intelligence strategies, and created and delivered Proof of Concept implementations to prospective clients. Paired with Professional Services in building project… Show more Delivered technical sales support for 5 Sales Representatives in Financial Service, Publishing, Retail, Real Estate, and Pharmaceuticals markets. Created and delivered presentations and product demonstrations to senior leaders at Fortune 500 and small scale firms. Provided key participation in defining Financial Services and Business Intelligence strategies, and created and delivered Proof of Concept implementations to prospective clients. Paired with Professional Services in building project scopes and conducted overview and update sessions with clients regarding enhanced capabilities. Show less

Directed numerous projects within Compliance and Risk Technology space including architecting solutions for projects within Compliance and Risk Technology units. Ran Actimize Center of Excellence for Compliance and Risk Technology. Gathered and translated business requirements into solution design and led teams architecting and implementing technology platforms. Drove launch of Actimize Center of Excellence, avoiding millions of dollars in potential fines and defining accurate SEC regulations… Show more Directed numerous projects within Compliance and Risk Technology space including architecting solutions for projects within Compliance and Risk Technology units. Ran Actimize Center of Excellence for Compliance and Risk Technology. Gathered and translated business requirements into solution design and led teams architecting and implementing technology platforms. Drove launch of Actimize Center of Excellence, avoiding millions of dollars in potential fines and defining accurate SEC regulations and appropriate implementation, rolling-out 30 new Compliance surveillance models over one year. Show less

Tech Lead for Sony Music‟s implementation of a highly available, internationalized Content Management System.Architected solution and led implementation of Global Treasury Services Intranet at JP Morgan ChaseArchitected solution and led implementation of UBS PaineWebber Online Services (client portalapplication) supporting more than 50,000 users per hour.Provided guidance and support to UBS PaineWebber for design, implementation and maintenance of multiple… Show more Tech Lead for Sony Music‟s implementation of a highly available, internationalized Content Management System.Architected solution and led implementation of Global Treasury Services Intranet at JP Morgan ChaseArchitected solution and led implementation of UBS PaineWebber Online Services (client portalapplication) supporting more than 50,000 users per hour.Provided guidance and support to UBS PaineWebber for design, implementation and maintenance of multiple applications using Vignette software.Worked with UBS PaineWebber senior management to help define future direction of Vignette softwareArchitected solution and implementation of CBSNews.com and 160 local affiliate sites. Included were a content management/publishing engine and 160 versions of sites using Vignette‟s template and caching engine.Developed NSAPI plugins for eNews.com to improve Vignette's personalization capabilities.Presented to client project managers and developers regarding new and existing Vignette products.Served as technical source for sales team during pre-sales efforts..Provided architecture reviews for client implementations; resulting in recommended changes and best practices.Wrote Best Practices documents relating to issues surrounding Vignette implementations. Show less

Worked with IBM System 370 / COBOL and JCL to implement Y2K remediation of global checking application at Citibank.

Ms, Applied Mathematics And Statistics

Focus in Operations Research

Bachelor Of Science (B.S.), Applied Mathematics And Statistics

Activities and Societies: Founder & President - Stony Brook Hwa Rang Do Club