Jason Pate
Chief Strategy Officer at Plaid
Greater Seattle Area
Overview
Work Experience
Chief Strategy Officer
2023 - Current
Interim CFO
2022 - 2023
Head of Business and Corporate Development
2019 - 2022
Product
2018 - 2019
Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.
Raised $734,300,000.00 from Bedrock, American Express Ventures, J.P. Morgan Growth Equity Partners, New Enterprise Associates, Silver Lake, Kleiner Perkins, Thrive Capital, Raed Malek, Index Ventures and Spark Capital.
Head of Corporate Strategy and Development
2016 - 2018
Rubicon is a software platform that provides waste management, recycling, and smart city technology solutions.
Raised $501,699,949.00 from Rodina Capital, Palantir Technologies, Rodina Capital and NZ Super Fund.
M&A Advisor (Acquired)
2016 - 2016
Founder, CFO (Acquired)
2012 - 2016
Senior Associate Consultant
2009 - 2012
Worked closely with clients in a variety of industries, including retail, consumer products, advertising, SaaS, and telecom. Projects focused on corporate strategy development, organizational optimization, merger integration, product strategy, operational performance improvement, sales strategy, and M&A strategy. Jason also worked in Bain's Private Equity practice conducting due diligence in industries such as healthcare, retail, medical practice management, and marketing/advertising services. • Designed sales and service model to deliver increased coordination across newly acquired business units ~$4B in market cap • Co-managed transformation office responsible for overseeing detailed design, pilot preparations, pilot launch and full implementation planning • Designed and implemented inside sales force for digital media and software client • Conducted due diligence on multiple acquisition targets for private equity and corporate M&A clients. Due diligence included customer needs analysis, customer segmentation, market growth projections, expansion/adjacency opportunities, competitive position, operational performance • Redesigned technical infrastructure and procurement process for IT department of $50B retailer saving $350M and improving business insights, and enabling $100M+ mobile-based sales channel
Board of Visitors
2007 - 2009
Supported transition of Public Policy Department to Public Policy School Provided guidance on department investments in new faculty and centers
Investment Banking Summer Analyst
2008 - 2008
As an Investment Banking Analyst in the Financial Institutions Group (FIG), assisted in the execution of a variety of M&A, recapitalization and debt transactions for a broad range of financial companies.
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Financial Analyst
2006 - 2008
Created a global leasing database that connected contracts to billings and identifying $2M in lost revenue opportunities a year. Led design of revenue forecasting model that improved speed and accuracy of financial projections
Hughes provides private and government organizations with broadband satellite services, products, and managed network solutions.
Education
AB/BS
2005 - 2009