Patrick Swanson

Patrick Swanson Email and Phone Number

Vice President - Business Development and Partnerships @ Wyzia Financial
Patrick Swanson's Location
Scottsdale, Arizona, United States, United States
About Patrick Swanson

Established leader, excelling in the building, training and directing of top performing Sales & Marketing teams and business partnerships. Twenty plus years of experience working with the largest financial institutions to deliver treasury management and technology solutions that protect the financial payment system and allow valued business partnerships to meet their aggressive growth goals.Specialties: Channel Marketing Strategy & Execution, Treasury Management Services; enterprise risk management (fraud & risk management applications utilized by Financial Service Organizations); leadership of skilled Marketing, business development and relationship management organizations.

Patrick Swanson's Current Company Details
Wyzia Financial

Wyzia Financial

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Vice President - Business Development and Partnerships
Patrick Swanson Work Experience Details
  • Wyzia Financial
    Vice President Of Business Development
    Wyzia Financial Aug 2024 - Present
    United States , Us
  • Intrafi
    Vice President Marketing
    Intrafi Jul 2022 - Aug 2024
    Arlington, Va, Us
  • Billgo
    Vice President Channel Marketing
    Billgo Aug 2020 - Jul 2022
    Fort Collins, Co, Us
    Lead a team that develops integrated and comprehensive marketing plans and programs for BillGO customers and direct sales. Plan, implement and develop marketing tools and share best practices with financial institutions, core banking providers and alliance partners to help drive adoption of BillGO's bill payment platform and network. Enable our clients to deliver exceptional experience to their customers. Work together with Sales teams, Client Relations and the Marketing team to drive high impact initiatives to maximize demand generation for top of funnel pipeline growth targeting Top 50 largest banks and fintechs in the U.S.
  • Experian
    Decision Analytics - Fraud & Identity Executive
    Experian Sep 2014 - Aug 2020
    Costa Mesa, Ca, Us
    Sales Director with full ownership of partner revenue growth and client account management for multiple partner verticals including Strategic Accounts (Top 10 Banks) and Specialized Partnerships (Resellers)Decision Analytic solutions consisting of Decision software, Identity and Authentication, Payment and Fraud PreventionKey partnerships included Bank of America, Chase Bank, American Express, Alliance Data Systems, Mitek Systems, HireRight and CoreLogicAnnual partner revenue exceeded $10M. Four-year double-digit revenue growth and average annual contract value goal achievement of 105%
  • Experian
    Director - Decision Analytics Fraud & Identity Executive
    Experian Sep 2014 - Sep 2014
    Costa Mesa, Ca, Us
  • Early Warning Services
    Vice President - Sales
    Early Warning Services Apr 2012 - Apr 2014
    Scottsdale, Arizona, Us
    Leadership of the direct sales and account management organization serving the largest Financial Institutions in the U.S. Executive responsible for sales strategies, territory management, increasing sales velocity and forecast accuracy through a hands-on approach and proven sales methodology. Thirteen years as a proven sales leader and direct contributor to the company's double digit sales growth during a very challenging economic and regulatory time period for the Financial Services industry.
  • Early Warning Services
    Director, Sales Operations
    Early Warning Services 2010 - Apr 2012
    Scottsdale, Arizona, Us
    Built, staffed and currently direct a new Sales Support organization and discipline. Organization consists of seasoned enterprise Fraud & Risk professionals with core segment responsibilities of Card/Lending, Liability Risk and Data Contribution.Implemented salesforce.com across core internal business lines and integrated two key Sales and Account Management software programs (Target Account Selling - DealMaker Playbook and Smart Account Manager) into the salesforce.com CRM platform.Developed and deployed 2011 Performance Benchmarking Report, delivered to the largest Tier 1 Financial Institutions. The report was developed to help Financial Institutions quantify the value received from core deposit and transaction risk management service and provide standard performance metrics to measure against industry peers.Sales executive responsible for working directly with Early Warning’s Advisory Committee made up of senior level enterprise risk executives within the largest Financial Institutions in the U.S.; this role enables growth in the depth and breadth of Early Warning’s business partnership (have served in this role since 2006)
  • Early Warning Services
    Director, Account Management
    Early Warning Services 2006 - 2010
    Scottsdale, Arizona, Us
    Trained, mentored and transitioned Account Management role to become a full relationship management skillset, with principal objectives including new business development, baseline revenue retention and organic revenue growth. Developed and implemented the Strategic Account Planning discipline currently in place within the Direct Sales organization
  • Early Warning Services
    Senior Business Development Executive
    Early Warning Services 2001 - 2005
    Scottsdale, Arizona, Us
    New business development for the largest Financial Institutions in the Eastern United StatesResponsible for bringing in three (3) Top 5 Financial Institutions and six (6) Top 20 Financial Institutions as new business partners (notable FI’s include: American Express, Citibank, HSBC, RBS Citizens Bank, TD Bank, Santander Bank)Today, these business partners and aggregate contracts executed represent approximately 18% of Early Warning Services’ annualized revenueEarned President’s Club award as top sales executive within the Concord EFS financial services segment in 2003
  • Jpmorgan Chase
    Vice President
    Jpmorgan Chase 1997 - 2001
    New York, Ny, Us
    Treasury Management Sales - Middle Market, Team Lead; Phoenix, AZ
  • Wells Fargo
    Commercial Banking And Treasury Management Officer
    Wells Fargo 1991 - 1997
    San Francisco, California, Us

Patrick Swanson Skills

Leadership Customer Relations Strategic Partnerships Salesforce.com Business Relationship Management Account Management Enterprise Risk Management Business Development Relationship Management Financial Risk Treasury Management Strategic Planning Strategy Financial Services Sales Management Risk Management Customer Service Management Crm Fraud

Patrick Swanson Education Details

  • Arizona State University
    Arizona State University
    Finance

Frequently Asked Questions about Patrick Swanson

What company does Patrick Swanson work for?

Patrick Swanson works for Wyzia Financial

What is Patrick Swanson's role at the current company?

Patrick Swanson's current role is Vice President - Business Development and Partnerships.

What is Patrick Swanson's email address?

Patrick Swanson's email address is pa****@****hoo.com

What is Patrick Swanson's direct phone number?

Patrick Swanson's direct phone number is (714) 830*****

What schools did Patrick Swanson attend?

Patrick Swanson attended Arizona State University.

What skills is Patrick Swanson known for?

Patrick Swanson has skills like Leadership, Customer Relations, Strategic Partnerships, Salesforce.com, Business Relationship Management, Account Management, Enterprise Risk Management, Business Development, Relationship Management, Financial Risk, Treasury Management, Strategic Planning.

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