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Work Background
FynancialChief Product Officer
Jan. 2022Lexington, Kentucky, United StatesFynancial is the world's first Social Financial Platform (SFP) that combines traditional wealth management tools with modern social engagement features. Fynancial is a platform designed for financial advisors. The main idea behind Fynancial is to help wealth managers adapt to the changing landscape of the industry, which is facing significant challenges. The platform allows financial advisors to offer more than just investment management and financial advice, which is becoming increasingly necessary for survival in the industry. The Fynancial platform provides a mobile experience for clients, who are spending an average of 5 hours a day on their phones. The platform aims to mimic the seamless convenience, social interactions, and easy access to information that clients have become accustomed to with other mobile apps. The key selling point of Fynancial is that it was built by financial advisors for financial advisors. The platform is designed to make client retention easier by adding more value and creating a personalized digital experience. This way, financial advisors can meet the increasing expectations of their clients.
Forbes Technology CouncilOfficial Member
Jan. 2022Sharing insights on Software as a Service and Digital Transformation with Forbes Technology Council, an invitation-only organization for successful senior-level technology executives.
SaaS PartnersChief Executive Officer
Jun. 2017Lexington, KYAs the Founder and CEO of SaaS Partners, Patrick engages and collaborates with SaaS Founders looking to launch and scale products. SaaS Partners serves as a dedicated partner, enabling businesses to concentrate on their product development instead of worrying about selecting, integrating, supporting and mastering the multitude of domain areas required to run their business.
NTT DataPrincipal Consultant
Aug. 2012 - Jan. 2017Frankfort, KYPartnered with NTT Data Americas as a Principal Consultant on a series of digital transformation initiatives across private and public sectors. - Managed a portfolio of IT projects valued at over $1B focused around Digital Transformation
- Worked in both private and public sectors, receiving national recognition and awards for projects delivered in the public sector
- 3 time winner of the NTT Data Employee in Performance Award given to recognize outstanding performance in a role vital to project success (2012, 2013, 2015)
- Subject Matter Expert in role-based application design and implementation, digital transformation, UI/UX design, product-led growth, and information security best practices.
Phoenix Blue: Web & Social Media SolutionsCOO
Apr. 2011 - Aug. 2012Lexington, KYWorked as the Chief Operations Officer for Phoenix Blue, which specializes in providing web and social media solutions to businesses by focusing on design and consistent branding. Phoenix Blue offers Social Presence and Economic based campaigns that are guaranteed to extend brand and content reach, increase content engagement, and enable the monetization of social media by providing a ROI that is both measurable and maintainable.
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