Head Of Customer Performance
Lead our team of exceptional specialists that help both DBSI and CFM clients achieve their growth goals through transformation and differentiation
Sep 2019 - Sep 2020
AeroLeads people directory · profile
Patrick Finley Email & Phone Number
Seeking partnerships or business ownership opportunities
1 work email found
@dbsi-inc.com
1 phone found area 602
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Role
Seeking partnerships or business ownership opportunities
Location
Greater Phoenix Area, United States, United States
Who is Patrick Finley? Overview
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Quick answer
Patrick Finley is listed as Seeking partnerships or business ownership opportunities based in Greater Phoenix Area, United States, United States. AeroLeads shows a work email signal at dbsi-inc.com, phone signal with area code 602, and a matched LinkedIn profile for Patrick Finley.
Patrick Finley previously worked as Head of Customer Performance at Dbsi-Inc and Managing Director and Group Executive, Merchant Services at Jpmorgan Chase & Co.. Patrick Finley holds Bachelor Of Arts - Ba, Economics from St. Olaf College.
Company email context
Email format at dbsi-inc.com
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{first_initial}{last}@dbsi-inc.com
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Profile bio
About Patrick Finley
Energetic leader and client advocate with a strong finance background and 30 years of banking experience in the areas of business development/relationship management, product management, de novo builds, risk management, treasury services, merchant services, and complex implementations.
Listed skills include Banking, Financial Services, Customer Service, Credit Cards, and 44 others.
8 roles · 38 years
Patrick Finley work experience
A career timeline built from the work history available for this profile.
Managing Director And Group Executive, Merchant Services
Build 100+ person team of relationship managers expressly aligned to grow a $300B+ volume, $350MM revenue portfolio of 2K Commercial Banking (CB) clients and prospects (i.e. “merchant services only” customers). Integrate and lead 115+ person team of both account and business development executives, newly dedicated in ’18 to deepen the MS partnership with.
Sep 2016 - Dec 2018
Managing Director And Group Executive, Treasury Services
Build and lead numerous VP+ level sales teams and their managers in efforts to grow revenues from middle market and real estate companies, health care providers, state and local public sector clients, and financial institutions. Exceed sales goals in all years while proactively attracting, retaining, and optimizing talent. Partner extensively with product.
Oct 2004 - Sep 2016
Fvp & Treasury Management Officer ("Individual Contributor" Years)
Sell holistic treasury capabilities (investments, procurement card, e-commerce, AR/AP outsourcing, etc.) to improve client working capital as their trusted financial advisor. Cover all channels (business banking, middle market, and large corporate/investment banking) with tenure in technology/media/telecom, healthcare, government, and other specialty.
Jan 1996 - Oct 2004
Sr. Financial Analyst In Card Services
Serve as the finance lead (and systems/marketing liaison) for the Bank’s first secured credit card offering.
Aug 1994 - Jan 1996
Manager Of Finance
Quorum International
Lead 5 person team responsible for company-wide budgeting and forecasting, bank relationship management, and accounting functions of a $200MM direct sales company. Directly participate in the preparation of audited financial statements.
1993 - 1994
~1 yr
Officer And Product Manager
Treasury Services Product Manager (Cash Letter, Tax Payments) at Continental Bank Corp. of Chicago (a predecessor organization acquired by BofA in 1994)
1990 - 1993
~3 yrs
Plan Accountant
Defined contribution plan accountant for clients of Hewitt Associates, the former Lincolnshire, IL-based, private benefits consulting firm purchased by Aon in 2010. Operations have since been merged/integrated into Aon Hewitt.
1988 - 1990
~2 yrs
2 education records
Patrick Finley education
Bachelor Of Arts - Ba, Economics
Master Of Business Administration (Mba), Accounting
FAQ
Frequently asked questions about Patrick Finley
Quick answers generated from the profile data available on this page.
What is Patrick Finley's role at their current company?
Patrick Finley is listed as Seeking partnerships or business ownership opportunities.
What is Patrick Finley's email address?
AeroLeads has found 1 work email signal at @dbsi-inc.com for Patrick Finley.
What is Patrick Finley's phone number?
AeroLeads has found 1 phone signal(s) with area code 602 for Patrick Finley.
Where is Patrick Finley based?
Patrick Finley is based in Greater Phoenix Area, United States, United States.
What companies has Patrick Finley worked for?
Patrick Finley has worked for Dbsi-Inc, Jpmorgan Chase & Co., Quorum International, Bank Of America, and Aon.
How can I contact Patrick Finley?
You can use AeroLeads to view verified contact signals for Patrick Finley, including work email, phone, and LinkedIn data when available.
What schools did Patrick Finley attend?
Patrick Finley holds Bachelor Of Arts - Ba, Economics from St. Olaf College.
What skills is Patrick Finley known for?
Patrick Finley is listed with skills including Banking, Financial Services, Customer Service, Credit Cards, Credit, Business Analysis, Financial Analysis, and Finance.
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