Patrick B. is an experienced sales and account management professional with a strong background in technology solutions for financial services and compliance. Currently serving as a Named Account Manager for Theta Lake since January 2025, Patrick specializes in compliance and security solutions for modern communication tools. Prior roles include SVP of North America Sales and Vice President of Business Development at Kasisto, where Patrick contributed to the development of the KAI digital experience platform. Patrick has also held positions as Sales Executive at Digital Reasoning, and Strategic Account Executive at Templafy and Kasisto. With extensive experience across multiple companies, including a notable tenure at Bank of America leading technology platforms and compliance solutions, Patrick holds a Master's and Bachelor's degree in Applied Mathematics and Statistics from Stony Brook University.
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