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Accomplished organizational leader with nearly two decades of experience within the financial services, Banking, real estate, Fintech, and alternative lending sectors. Track record of driving high revenue achievement. History of building, developing, and scaling successful sales, account management, and marketing teams, expanding enterprise initiatives, creating predictable sales processes and optimizing the customer journey. Passionate about winning and exceeding revenue objectives. Core competencies include:• Strategic Planning • Acquisitions and Deal Structuring• Change Management• Enterprise & Consultative Selling • Predictable Revenue Creation • Cultivating Profitable Key Relationships• Management & Training• Cross-Functional Project Building
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Chief Revenue OfficerMountainseed Aug 2018 - PresentAtlanta, Ga, UsMountainSeed works with over 10% of the Financial Institutions across the U.S. through its technology enabled service platform and its other business units. The company has a Marketplace software, where clients obtain access to numerous real estate due diligence services. Another business unit, MountainsSeed Analytics, is a high growth SAAS business that provides accurate and real time real estate and lending data to the market. MountainSeed Real Estate offers Financial Institutions branch sale leaseback opportunities, acquisition of performing and distressed loans, and loan origination strategies. I oversee revenue growth efforts inclusive of sales, marketing, and account management functions. -
Vp Of Bank SalesIvita Financial Feb 2018 - Aug 2018Atlanta, Georgia, UsBacked by Vector Capital, iVita Financial helps hospitals and integrated delivery networks provide patients with no-interest, non-recourse loans to manage medical financial obligations. The company is a conduit for banking and healthcare organizations by offering a technology that handles patient payments. I was tasked with creating and structuring iVita's Bank partnership strategy which incorporated building the funding side workflow for the product. I completed the Bank product build out, go to market strategy, and then lined up a Bank that serves as an equity partner in conjunction with acting as a $500mm debt funding source for the program. -
Director, Institutional SalesFifth Third Securities Jun 2016 - Feb 2018UsFifth Third Bank is a Fortune 500 company and is the 12th largest bank in the US. The Securities division provides Capital Markets solutions in Fixed Income Sales and Trading, Investment Banking, Debt and Equity Capital Market services. As a Director within the Bank Group, opened and built numerous relationships with other Financial Institutions. -
Director Of Sales And Business DevelopmentMountainseed Appraisal Management Oct 2010 - Jun 2016Atlanta, Ga, UsMountainSeed works with over 10% of the Financial Institutions across the U.S. through its technology enabled service platform and its other business units. The company has a Marketplace software, where clients obtain access to numerous real estate due diligence services. Another business unit, MountainsSeed Analytics, is a high growth SAAS business that provides accurate and real time real estate and lending data to the market. MountainSeed Real Estate offers Financial Institutions branch sale leaseback opportunities, acquisition of performing and distressed loans, and loan origination strategies. I oversee revenue growth efforts inclusive of sales, marketing, and account management functions.
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Asset ManagementTrimont Real Estate Advisors Oct 2009 - Sep 2010Atlanta-Dallas-Kansas City-London-New York-Sydney, Ga, UsTrimont is an advisory firm that provides asset management, debt advisory, and servicing solutions for financial institutions. Helped manage a $185MM portfolio of residential, multifamily, acquisition and development loans. Worked as a project manager for Lehman Brothers and Bank of Montreal, building strategies for restructuring or workouts of outstanding credits. The results led to clients recouping 75% of their principal balance. -
Senior AnalystAra, A Newmark Company Jun 2006 - Oct 2009ARA Newmark is a full-service investment brokerage firm that focuses on multi-housing and residential land investments. Worked as a senior analyst building cash flow models for investors on over $25B in assets. Prepared marketing material for 125 RFP presentations, which contributed to $3.5B in gross sales across 168 transactions. Supported leadership in their efforts to grow the firm by overseeing the closing process, which ensured smooth transactions.
Patrick Roberts Skills
Patrick Roberts Education Details
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The University Of GeorgiaBusiness Administration
Frequently Asked Questions about Patrick Roberts
What company does Patrick Roberts work for?
Patrick Roberts works for Mountainseed
What is Patrick Roberts's role at the current company?
Patrick Roberts's current role is Chief Revenue Officer at MountainSeed.
What is Patrick Roberts's email address?
Patrick Roberts's email address is pa****@****ail.com
What schools did Patrick Roberts attend?
Patrick Roberts attended The University Of Georgia.
What skills is Patrick Roberts known for?
Patrick Roberts has skills like Portfolio Management, Valuation, Real Estate Economics, Business Development, Financial Analysis, Investments, Strategic Planning, Strategy, Credit Risk, Contract Negotiation, Financial Risk, Mergers And Acquisitions.
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