AeroLeads people directory · profile
Patrick G. Burke Email & Phone Number
Co-Founder and Chief Revenue Officer (CRO)
at
B Squared Partners
1 work email found
@marstone.com
4 phones found area 201, 908, and 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder and Chief Revenue Officer (CRO)
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Patrick G. Burke? Overview
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Quick answer
Patrick G. Burke is listed as Co-Founder and Chief Revenue Officer (CRO) at B Squared Partners, a company with 2 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at marstone.com, phone signal with area code 201, 908, 800, and a matched LinkedIn profile for Patrick G. Burke.
Patrick G. Burke previously worked as Co-Founder/Chief Revenue Officer (CRO) at B Squared Partners and Senior Vice President - Enterprise Sales & Solutions at Advintro. Patrick G. Burke holds Bachelor Of Business Administration - Cum Laude, Marketing from Pace University-New York.
Company email context
Email format at B Squared Partners
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{first_initial}{last}@marstone.com
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AeroLeads found 1 current-domain work email signal for Patrick G. Burke. Compare company email patterns before reaching out.
Profile bio
About Patrick G. Burke
PATRICK G. BURKE | As a dynamic and competitive sales leader, I take a creative approach to building and nurturing professional relationships. My relentless intellectual curiosity and high energy drive me to excel as an effective problem solver, continually enhancing the consultative sales process to achieve outstanding results.With a blend of sales, marketing, business development, and FinTech expertise, I deliver significant revenue growth in highly competitive markets. I specialize in crafting and executing sales strategies that align with corporate objectives, ensuring that clients’ visions are met through business development initiatives that yield multi-million dollar successes and heightened brand awareness.Throughout my career, I have successfully developed new business with financial institutions of all sizes. My collaborative insights and relationship management skills have empowered hundreds of clients to realize their long-term and short-term goals.I welcome connections and encourage you to reach out if I can assist you in any way.
Listed skills include Wealth Management, Mutual Funds, Financial Services, Asset Management, and 28 others.
Current workplace
Patrick G. Burke's current company
Company context helps verify the profile and gives searchers a useful next step.
B Squared Partners
8 roles · 30 years
Patrick G. Burke work experience
A career timeline built from the work history available for this profile.
Co-Founder/Chief Revenue Officer (Cro)
CurrentAs Co-Founder and CRO of B Squared Partners, I specialize in collaborating with fintech companies focused on the wealth management space. Our curated portfolio features pioneering companies that play crucial roles in comprehensive wealth management strategies. Think of us as a boutique marketplace of innovative fintech solutions, where financial services.
2024 - Present
~2 yrs 4 mos
Senior Vice President - Enterprise Sales & Solutions
In this role, I led enterprise sales and solutions for Advintro, driving client relations and developing marketing strategies to position the company as a leader in the financial technology space.
2023 - 2024
~1 yr
Director Of Enterprise Sales
At Marstone, I focused on expanding our B2B financial technology platform. I helped financial firms—including banks, credit unions, brokerages, and asset managers—leverage our white-label digital advice and financial planning solutions to scale their businesses and build future client pipelines.
2022 - 2023
~1 yr
Director Of Enterprise Sales & Wealth Management
I drove enterprise sales and wealth management strategies at Apex, building strong client relationships and delivering impactful sales presentations to expand our market presence.
2019 - 2021
~2 yrs
Vice President Of Enterprise Sales, Digital Wealth
At Folio Institutional, I provided digital strategy and consulting services to financial intermediaries and enterprises. I guided clients through planning, building, and customizing powerful solutions using Folio’s comprehensive suite of APIs.
2017 - 2019
~2 yrs
Senior Vice President, Head Of Sales
Recruited to elevate ViewTrade’s technology, operational, and service platform, I developed strategies and customized solutions for custody, trading, and technology services, diversifying the company’s revenue stream.
2016 - 2017
~1 yr
Director, Strategic Client Executive | Director - Eastern U.S. | Director Of Sales
- Over nearly two decades at BNY Pershing, I held progressively senior roles, culminating as the Director, Strategic Client Executive. My journey began with a focus on expanding the RIA and Hedge Fund business and.
- #1 Salesperson: Consistently ranked as the top salesperson for ten consecutive years, driving unparalleled growth and success.
- Leadership: Built and led the most successful sales team in the country, achieving nine consecutive years as the top-performing team with minimal turnover.
- Business Growth: Engineered the acquisition of 19 firms, bringing over $15B in assets and $12M in revenue. Drove business unit growth from $300M to over $135B in assets under custody, generating over $100M in revenue.
- Major Client Relationships: Secured a $4B relationship, demonstrating Pershing’s ability to support significant client growth when the firm had just $30B in assets.
- Strategic Influence: As a member of the Executive Committee and International Risk Committee, I shaped and executed key business strategies, ensuring compliance with U.S. and foreign regulations.
1996 - 2015
~19 yrs
2 education records
Patrick G. Burke education
Bachelor Of Business Administration - Cum Laude, Marketing
Pace University-New York
Education record
Merchant Taylors' School, Sandy Lodge - United Kingdom
FAQ
Frequently asked questions about Patrick G. Burke
Quick answers generated from the profile data available on this page.
What company does Patrick G. Burke work for?
Patrick G. Burke works for B Squared Partners.
What is Patrick G. Burke's role at B Squared Partners?
Patrick G. Burke is listed as Co-Founder and Chief Revenue Officer (CRO) at B Squared Partners.
What is Patrick G. Burke's email address?
AeroLeads has found 1 work email signal at @marstone.com for Patrick G. Burke at B Squared Partners.
What is Patrick G. Burke's phone number?
AeroLeads has found 4 phone signal(s) with area code 201, 908, 800 for Patrick G. Burke at B Squared Partners.
Where is Patrick G. Burke based?
Patrick G. Burke is based in New York City Metropolitan Area, United States, United States while working with B Squared Partners.
What companies has Patrick G. Burke worked for?
Patrick G. Burke has worked for B Squared Partners, Advintro, Marstone, Inc., Apex Clearing Corporation, and Folio Institutional.
How can I contact Patrick G. Burke?
You can use AeroLeads to view verified contact signals for Patrick G. Burke at B Squared Partners, including work email, phone, and LinkedIn data when available.
What schools did Patrick G. Burke attend?
Patrick G. Burke holds Bachelor Of Business Administration - Cum Laude, Marketing from Pace University-New York.
What skills is Patrick G. Burke known for?
Patrick G. Burke is listed with skills including Wealth Management, Mutual Funds, Financial Services, Asset Management, Series 7, Portfolio Management, Investments, and Series 63.
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