Dispatch
Patrick Berry is an experienced finance professional currently serving as Principal at Flyover Capital since August 2021. Berry holds several board positions, including Board Observer at Dispatch and The Elements Financial Monitoring System™, and Board Member at Preczn Inc, alongside similar roles at Nickels. Prior experience includes product management at LearnVest, growth consulting at Backer, and financial planning at Beaird Harris. Berry's career started with an internship at Merrill Lynch and includes operational work at Robin Technologies, Inc. Academically, Berry holds a Bachelor's degree in Economics and Finance from The University of Dallas and a Graduate Certificate in Financial Planning from Southern Methodist University.
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Dispatch
Dispatch is a data orchestration company focused on syncing data across an advisor's tech stack. We make it easy to automate onboarding, open accounts and maintain client data across separate software systems.