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Patrick B. Email & Phone Number

Strategic Account Director at Theta Lake
Location: New York City Metropolitan Area, United States, United States 14 work roles 2 schools
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Current company
Role
Strategic Account Director
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Patrick B.? Overview

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Quick answer

Patrick B. is listed as Strategic Account Director at Theta Lake, a company with 86 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Patrick B..

Patrick B. previously worked as SVP, North America Sales at Kasisto, Inc. and Vice President, Business Development and Partnerships at Kasisto, Inc.. Patrick B. holds Ms, Applied Mathematics And Statistics from State University Of New York At Stony Brook.

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Email format at Theta Lake

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Theta Lake

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Profile bio

About Patrick B.

Customer-focused, senior software professional with exceptional analytical, communication, and people skills. Dynamic and credible leader focused on execution. Adept in balancing technical and business considerations, making good decisions in ambiguous situations and influencing teams across the organization. Polished interpersonal and leadership skills with proven ability to work through high-pressure situations in a calm and solution-focused manner.

Current workplace

Patrick B.'s current company

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Theta Lake
Theta Lake
Strategic Account Director
New York, NY, US
Website
Employees
86
AeroLeads page
14 roles

Patrick B. work experience

A career timeline built from the work history available for this profile.

Strategic Account Director

New York, NY, US

Svp, North America Sales

Current

New York, New York, United States

Jun 2024 - Present

Vice President, Business Development And Partnerships

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.

Jun 2021 - Jun 2024

Sales Executive

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.

Oct 2020 - Jun 2021

Strategic Account Executive

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.

Apr 2020 - Oct 2020

Strategic Account Executive

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.

Jan 2018 - Mar 2020

Enterprise Sales Director

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.

Jan 2016 - Dec 2017

Senior Vice President

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.

Dec 2009 - Aug 2014

Vice President

Bank Of America

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.

May 2007 - Dec 2009

Sales Engineer

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.

Apr 2006 - Apr 2007

Vice President, Team Manager

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.

Jun 2003 - Mar 2006

Technical Architect

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.

Sep 1998 - May 2003

Consultant

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

Jan 1998 - Sep 1998
Team & coworkers

Colleagues at Theta Lake

Other employees you can reach at kasisto.com. View company contacts for 86 employees →

2 education records

Patrick B. education

FAQ

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Quick answers generated from the profile data available on this page.

What company does Patrick B. work for?

Patrick B. works for Theta Lake.

What is Patrick B.'s role at Theta Lake?

Patrick B. is listed as Strategic Account Director at Theta Lake.

Where is Patrick B. based?

Patrick B. is based in New York City Metropolitan Area, United States, United States while working with Theta Lake.

What companies has Patrick B. worked for?

Patrick B. has worked for Theta Lake, Kasisto, Inc., Digital Reasoning, Templafy, and Bank Of America.

Who are Patrick B.'s colleagues at Theta Lake?

Patrick B.'s colleagues at Theta Lake include Krupali Bhanushali, Kai Kasisto, Byron Wolff, Nicolas Mol, and Jason Askew.

How can I contact Patrick B.?

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What schools did Patrick B. attend?

Patrick B. holds Ms, Applied Mathematics And Statistics from State University Of New York At Stony Brook.

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