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Patrick Giamanco Email & Phone Number
Founder
at
Lumin365
1 work email found
@yodlee.com
4 phones found area 415, 650, and 866
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
San Francisco Bay Area, United States, United States
Company size
Who is Patrick Giamanco? Overview
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Quick answer
Patrick Giamanco is listed as Founder at Lumin365, a company with 2 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at yodlee.com, phone signal with area code 415, 650, 866, and a matched LinkedIn profile for Patrick Giamanco.
Patrick Giamanco previously worked as Financial Advisor at Edward Jones and Associate at Edward Jones. Patrick Giamanco holds Bachelor Of Science (B.S.), Finance & Statistics from Louisiana State University.
Company email context
Email format at Lumin365
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*@yodlee.com
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Profile bio
About Patrick Giamanco
Early in my career, I had a mantra to make a difference. Now as a Financial Advisor with Edward Jones, I have the opportunity to make a difference in people's life. The ability to impact lives certainly coincides with my mantra & I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I grew up in a small town in Louisiana as the oldest of 3 kids. My dad worked for the USDA advising farmers how to maximize their production & I spent summers tagging along. It was during these summers that I experienced how strategic advice & guidance could help people with their goals. My mom was an accountant but decided to work from home raising me and my siblings. I was first introduced to business during a High School Free-Enterprise class, I was passionately hooked. My journey w/ Edward Jones began 37 years ago when I graduated from LSU & was offered a role in their Financial Advisor training program. Instead, I chose a startup Advisor firm, only to face the challenges of October 1987's Black Monday. Thereafter, I was a financial analyst in the Comptroller's Division of large regional bank. Then after several years with a tech integration company, I joined Microsoft & spent almost 12 years in various roles in sales, marketing, & consulting. During my consulting years, my team & I provided advice to multinational companies & again I saw how strategic guidance could provide exceptional results. In 2007, I joined the Financial Services platform company, Yodlee and built a new division supporting FinTech companies. With over 30 years in business, I now hold Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations which empower me to assist both business owners & individuals. Together, we create tailored strategies—whether for retirement, education savings, or protecting loved ones’ financial futures. I collaborate closely with professionals like CPAs, estate planning attorneys, and insurance specialists to execute these plans. My office is in Marin County | Kentfield California where my wife grew up and I have come to love. We have three daughters and three dogs which keep us busy. With decades of life and business experiences, I offer a wealth of empathy and insight to my clients. It's never too late to try something new or, in my case, to revisit a passion. Give me a call!/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Saas, Enterprise Software, Strategic Partnerships, Crm, and 46 others.
Current workplace
Patrick Giamanco's current company
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20 roles · 35 years
Patrick Giamanco work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentFinancial Advisor with Edward Jones guiding business owners and individuals on their financial journey.
Aug 2024 - Present
Apr 2024 - Aug 2024
Founder
CurrentLumin365 is using our 25+ years of creating, managing and operating special purpose data centers to support high-compute, ESG solutions & more efficient Crypto mining solutions I deploy & manage our business operations with our tech stack including Microsoft 365, Teams and Dynamics 365 Sales, dashboards and oversee our accounting/reporting processes. On a.
Oct 2021 - Present
Founder
Various
OpeningBell | Founder| Educational & Reconciliation Platform - Created an engaging solution to help Teams of peers learn about investing strategies. Solving for the fact that over 49% of Americans don't own equities. MVP launched with Pilot go-live, company closedPG-Art | Founder-Traveler-Photographer - Running decade old company providing photograph art.
Oct 2020 - Jun 2022
Ceo & Co-Founder
Cubeca Home
Cubeca Home was PropTech platform startup that created an enhanced homeowner experience in buying, maintaining and leveraging most people’s largest asset, their home. The solution completely digitized the home ownership process to ultimately reduce time, costs and pain in owning a home. Graphical represented equity was derived by using "cubes".
May 2020 - Oct 2020
Vp Customer Experience | Voice Of The Customer | Cloud Sales
Initiatives that I drove included roles such as COO | VOC | Chief of Staff Led Voice of Customer Strategy, Execution and Analysis for annual customer satisfaction for FI and Fintech clients. Built customer journey maps for Enterprise engagement and trained team for new technology rollouts including: (MoneyGuide Pro, Gainsight, Microsoft PowerBI.
Jan 2016 - Apr 2020
Vp & General Manager | Strategic Business Management | Cloud Hosting Services
Created and was responsible for a new Revenue Division focused on Fintech Customers, drove business from $0 - $25mm ARR in 3 years. The span of control included a global team of Pre-Sales, Pre-Sales Technical support, Customer Success, Environment Onboarding, Customer Deployment and Support.Additionally, I led the development of a Customer Portal to.
Nov 2012 - Jan 2016
Senior Director | Business Development | Entrepreneur Leadership
Kick started a new Hosting/Cloud division focused on FinTech companies, which leveraged API's to connect to Yodlee’s financial data platform. Led all negotiations and sold new deals for a new annuity business going from $0 revenue to over $15 mm in two years that lead to the creation of a new revenue division. Also created partnerships with strategic.
Mar 2010 - Nov 2012
Vp Customer Alliances | Consumer Best Practices | Business Integration
Led team of marketing professionals to create marketing best practices (research, templates & tools) and engaged Financial Institutions/Brokerage accounts to support consumer technology rollouts such as Personal Financial Management. This contributed to the meaningful adoption of these best practices to support Financial Institutions and accelerated.
Mar 2008 - Feb 2010
Vp Data Networks | Sales Management | Deal Negotiations
Supervised team to engage with Bank of America to support our joint venture with a goal to create the next generation of BillPay solution. Engaged and closed relationship deals with the largest billers such as AT&T, Comcast and Credit Card companies to set up direct relationships with our back-end solutions.Created pipeline within 6 months which.
Mar 2007 - Mar 2008
Enterprise Professional Services Engagement Manager | Executive Engagement | Project Management
Led a team of Architects, Software Engineers, & Project Managers to support Enterprise Customers such as Coca-Cola, Siemens, Federated. Managed P/L to finish in top 10% of all US practices for contribution margin.
Feb 2005 - Feb 2007
Professional Services National Program Mgr
*National Award WinnerCollaborated with 3rd party companies and managed education team to design education solutions for Architects, Software Engineers, and Engagement Mgrs. Co-created an education program for Architects which allowed them to better engage with C-suite Roles at client accounts. In North America, this program resulted in a 30% uplift in.
Jan 2003 - Jan 2005
Regional Marketing Director
Directed District Marketing Managers to collaborate in region-wide marketing programs to support a $500mm ARR business. These shared marketing programs expanded each districts budget by 25%.
2003 - 2005
~2 yrs
District Marketing Manager & Sales Manager | Strategy | Business Execution
*National Award WinnerManaged $100mm ARR sales team to finish in top 5% over 3-year period. Also led marketing team and created an innovative marketing product launch program which was adopted globally.
1999 - 2003
~4 yrs
Global Partner Account Manager -
*District Award WinnerLed the partnership relationship with Compaq, Siemens and other regional partners to support GTM solutions. Drove the work stream & presented internally for personally managed partner to receive the World-wide Partner of the Year Award.
1997 - 1999
~2 yrs
Regional Partnership Manager
Managed Southeast District Partners totaling 600 - 800 using one|many programs and provided presentations during road shows.
1995 - 1999
~4 yrs
Key Account Sales Executive | Direct Sales
Usconnect
Sold Microsoft, Novell, Lotus Notes technology including deployment services. Closed largest company deal to local city government. Exceeded yearly quota +20%
1991 - 1995
~4 yrs
Financial Analyst | Technology Manager | Acquistion Due Diligence
Bank South- acquired by BACProvided acquisition analysis of target banks and increased efficiency within Comptrollers Division by recommending and deploying 1st company-wide Local Area Network. The new network reduced the time to close the books from 10 days down to 5.
Apr 1988 - Apr 1991
Investment Representative | Investor Sales
Buckhead Financial
Presented at evening afternoon sessions to potential high net worth investors, plus cold-called institutional investors.Series 63
Jun 1987 - Apr 1988
2 education records
Patrick Giamanco education
Bachelor Of Science (B.S.), Finance & Statistics
Louisiana State University
Master Of Business Administration - Mba, Business Administration And Management, General
Indiana University - Kelley School Of Business
FAQ
Frequently asked questions about Patrick Giamanco
Quick answers generated from the profile data available on this page.
What company does Patrick Giamanco work for?
Patrick Giamanco works for Lumin365.
What is Patrick Giamanco's role at Lumin365?
Patrick Giamanco is listed as Founder at Lumin365.
What is Patrick Giamanco's email address?
AeroLeads has found 1 work email signal at @yodlee.com for Patrick Giamanco at Lumin365.
What is Patrick Giamanco's phone number?
AeroLeads has found 4 phone signal(s) with area code 415, 650, 866 for Patrick Giamanco at Lumin365.
Where is Patrick Giamanco based?
Patrick Giamanco is based in San Francisco Bay Area, United States, United States while working with Lumin365.
What companies has Patrick Giamanco worked for?
Patrick Giamanco has worked for Lumin365, Edward Jones, Various, Cubeca Home, and Envestnet | Yodlee.
How can I contact Patrick Giamanco?
You can use AeroLeads to view verified contact signals for Patrick Giamanco at Lumin365, including work email, phone, and LinkedIn data when available.
What schools did Patrick Giamanco attend?
Patrick Giamanco holds Bachelor Of Science (B.S.), Finance & Statistics from Louisiana State University.
What skills is Patrick Giamanco known for?
Patrick Giamanco is listed with skills including Saas, Enterprise Software, Strategic Partnerships, Crm, Business Development, Professional Services, Management, and New Business Development.
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