Patrick Walseth Email & Phone Number

Tulsa, Oklahoma, United States

San Francisco Bay Area

Assisted with a go-to-market strategy project, conducted exhaustive due diligence by comparing profitability and feasibility across 7 markets outside of California, recommendation approved by senior executives with potential value 10x of current revenueImproved payment collections by standardizing data control processes that were installed across the companyPushed forward company digitalization strategy by engaging with key stakeholders and understanding the pain points of each business unit, introduced the company’s first ERP system and implementation timeline, expecting cost reductions of 10%

Greater Chicago Area

Conducted monthly trade reports for multiple clients by creating a matrix that identified individual transactions that were charged inappropriate fees, awarding multiple exclusive contracts to the firm valued at $75K each for three yearsLed an internal investigation of an equity trading desk for illegal trading practices, executed an analysis that tied trades across data systems and pinpointed potential risks, saving the client $5M in potential finesDeveloped a layered structure that defined over 100 distinct 529 college savings plans, utilized in 14 projects with the world’s largest financial institutions, contributing 20% of firm revenue for the yearImproved project research efficiency by 54% by innovating existing product research methods, reducing over 450 working hours allowed for 5% lower billing costs and penetrated a new market segment (smaller-budgeted clients)Built a team of 5 consultants from scratch by interviewing, mentoring, and training them in problem-solving and data analytics, delivering 8 projects that received high client satisfaction and top performance evaluations for each consultant

Greater Chicago Area

Created a database of 450 mutual fund carriers and their specific sales charge waiver rules to analyze trade data, identified over $50M in remediation owed to clients in excess fees, accounted for 22% of firm revenue across 12 projectsOversaw eight employees in the reconstruction of a client’s portfolio valued over $100M, analyzed account activity denominated in more than 20 currencies, identifying accurate portfolio values and safeguarding the broker from lawsuit damages exceeding $8MDesigned portfolio reconstruction scripts on a financial fraud investigation, reducing operational bottlenecks and automating a portfolio analytics process that decreased reconstruction time by 10%Identified mutual fund share class selection errors for all brokers in a firm’s nationwide network, connected accounts with the lowest fee share classes available, then comparing with actual investment decisions, identified over $500K in selection errorsAudited cash flow activity within a financial advisor’s book of business to identify patterns between client portfolios and advisor’s personal credit card transactions, uncovering more than $3 million in misappropriated funds

Greater St. Louis Area

Expedited 3 emergency loan approvals and assisted with the establishment of new customer-specific compliance benchmarks to provide clients with emergency cash infusion, enhancing client relationships and generating $2M+ in interest fees as revenue Completed covenant tests that identified more than 20 high-risk loans, provided results to portfolio managers who were able to renegotiate loan terms and avoid bad debt write-offs of more than $6MCollaborated with portfolio managers to build stress tests and scenario analyses to better understand portfolio performance variability under adverse economic conditions and evaluate the potential risks of extending credit lines to new customersOrganized and constructed additional credit monitoring analyses on an ad-hoc basis to test client liquidity in tracking credit approval requirements for roughly 150 new commercial customer loans

Master Of Business Administration - Mba

IESE Business School is the full-time MBA program for the University of Navarra located in Barcelona, Spain. It is currently ranked #5.

Bachelor Of Arts, Finance

Activities and Societies: Student Athlete & Member of Business ClubsMinor in Economics Student Athlete - Benedictine College Baseball.

Education record