Kevin D. Patrick (He/Him)

Kevin D. Patrick is a Finance and Strategy business leader with over 30 years of experience in corporate development, business turnarounds, financing and financial management.

Kevin has led and participated in over $30 Billion of international and domestic acquisitions and divestitures in the Telecom, Beverage, Retail and Energy industries with activities including preliminary discussions of interest, purchase agreement review, valuation development/deal structuring, bid strategy, negotiation of key deal points and business integration.

CEO and Founder for Intelistra LLC, a financial advisory firm targeting medium to large size for profit and not-for profit organzations. Intelistra business consulting services are designed to help drive value creation in organizations by: creating organizational efficiencies, calibrating strategies, and catalyzing growth initiatives. This is achieved by refining the enterprise business model, improving financial forecasting, and providing actionable insights that align with the enterprise mission.

As SVP Chief Financial Officer and Treasurer Kevin led the financial turnaround of the Colonial Williamsburg Foundation a $1billion dollar foundation. Kevin’s responsibilities included driving the Foundation's operating and financial performance, as well as setting the Foundation's financial direction, by implementing a return on investment, analytics based, strategic finance discipline across the enterprise.

Prior to joining the Colonial Williamsburg Foundation Kevin was Vice President and CFO for Marcus Lemonis,“The Profit” on CNBC, a private equity investor with a portfolio of 25+ businesses, spanning several industries including: Manufacturing, Restaurant/Bar, Franchise, Retail. Other roles include:

• Executive Managing Director, Blackwater Strategic Advisors.

• Chief Strategy Officer, South Jersey Industries.

• Vice President and CFO Eastern Division Albertsons, Inc.

• Assistant Vice President Corporate Planning and Development, Brown-Forman Corporation.

• Various financial positions with Frontier Telecommunications and AT&T.

Kevin holds a BBA in Finance from the Connecticut State University

a MBA Finance from the University of Connecticut. Kevin also studied international business and marketing at Ecole de Management Lyon in Lyon, France.

Kevin successfully completed the Executive Development Program (EDP) at the Wharton School of Business,

University of Pennsylvania and The Program on Negotiations (PON) at Harvard University (Negotiating Complex Business Transactions).

Community Service/Boards

•StoneMor Inc., (NYSE: STON), Board, Bensalem, PA.

•Franklin Bioscience, Advisory Board, Philadelphia, PA

•Faith in the Future, Board, Philadelphia, PA.

•Mayor’s Manufacturing Task Force, Executive Committee, Philadelphia, PA.

•Philadelphia Chamber of Commerce, Board, Philadelphia, PA.

•Philabundance Food Relief, Board/Treasurer, Philadelphia, PA.