Jason Pate
Chief Strategy Officer at Plaid
Greater Seattle Area
Skills
Financial Modeling
Due Diligence
Management Consulting
Strategic Planning
Performance Improvement
Data Analysis
Entrepreneurship
Financial Analysis
Competitive Analysis
Segmentation
M&A due diligence
Excel
PowerPoint
Valuation
Business Strategy
Strategy Development
Market Research
Market Analysis
Market Entry
Acquisition Integration
Education
- DU
- Uo
Work Experience
2018
Chief Strategy Officer
2023
Interim CFO
2022 - 2023
Head of Business and Corporate Development
2019 - 2022
Product
2018 - 2019
2016 - 2018
Head of Corporate Strategy and Development
2016 - 2018
2016 - 2016
M&A Advisor (Acquired)
2016 - 2016
2012 - 2016
Founder, CFO (Acquired)
2012 - 2016
2009 - 2012
Senior Associate Consultant
2009 - 2012
2007 - 2009
Board of Visitors
2007 - 2009
2008 - 2008
Investment Banking Summer Analyst
2008 - 2008
2006 - 2008
Financial Analyst
2006 - 2008