Patrick Flam, CFA, MBA

Patrick Flam, CFA, MBA has a diverse work experience spanning various industries and roles. Patrick is currently the Chief Financial Officer and one of the founding members of Revterra, where they lead financing, market research, and business development for the development of the next-generation kinetic energy storage system. Prior to that, they worked as an MBA Intern at Adelante Ventures LLC, where they evaluated startup investment opportunities in the Fintech space and supported company advisory activities. Patrick also worked as an MBA Intern at Houston Exponential.

Before their MBA, Flam worked at Simmons & Company International® | Energy Specialists of Piper Jaffray® as a Vice President and Senior Research Analyst, leading coverage of independent refiners and renewables. Patrick was responsible for producing financial estimates, publishing sector research, and contributing to the firm's oil and gas macro research. Prior to that, they worked as an Equity Research Associate Analyst at the same firm, covering major integrated oil companies and independent refiners.

Flam gained experience in the oil and gas industry through their role as an Equity Research Associate Analyst at Howard Weil, where they developed financial and operating models, contributed to oil and gas macro research, and built strong relationships with covered companies and clients. Patrick also worked briefly as a Land Acquisition Analyst at KB Home.

Flam began their career as an Associate Landman at ConocoPhillips, where they worked with interest owners in operated wells, led curative activities, and ran title forward to determine ownership percentages. Patrick also gained finance experience as a Finance Intern at PLH Group, Inc., where they helped integrate planning and budgeting systems, analyzed financial information, and explored funding arrangements.

Flam's early career also includes an internship at Noble Energy Inc., where they worked with the Deep Water Gulf of Mexico land team and the Minerals Management team on various agreements and negotiations. Patrick gained legal experience as a Summer Intern at Abraham, Watkins, Nichols, Sorrels, Agosto & Friend, where they filed and organized case paperwork and observed court proceedings.

Overall, Flam's work experience demonstrates their expertise in finance, research analysis, business development, and strategic planning, with a focus on the energy and technology sectors.

Patrick Flam, CFA, MBA completed their education in a chronological order. Patrick attended Saint John's School from 2007 to 2011, but the specific degree and field of study achieved during this period are not provided. In 2011, they pursued a Bachelor of Science in Business Administration at The University of Tulsa, specializing in Energy Management and Finance, which they completed in 2015. Moving forward, from 2020 to 2022, Patrick attended Rice Business - Jones Graduate School of Business, where they obtained a Master of Business Administration (MBA) with a focus on Entrepreneurship/Entrepreneurial Studies.

In addition to their formal education, Patrick Flam holds various certifications. Patrick became a Chartered Financial Analyst (CFA) Charterholder in May 2021, completing their qualification through the CFA Institute. Patrick also obtained the VC University ONLINE certification in November 2020. While information about the completion dates is unavailable, Patrick is associated with certifications such as Series 63, Series 7, Series 86, and Series 87, which are regulated by the Financial Industry Regulatory Authority (FINRA).