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Jason Pate

Head of Finance, Business and Corporate Development at Plaid

Jason Pate is a prominent figure in the fintech industry, currently serving as the Head of Finance, Business, and Corporate Development at Plaid, a financial services company that facilitates connectivity between applications and bank accounts. In this role, he is responsible for overseeing business development, product partnerships, corporate strategy, investments, and acquisitions. His leadership has been pivotal in Plaid's expansion into new products and markets, as well as in significant transactions such as the acquisition of Quovo and Plaid's sale to Visa.12

Before joining Plaid, Jason held various key positions, including Vice President of Corporate Strategy & Development at Rubicon Global and co-founder of Tava Kitchen. He began his career at Bain & Company, where he worked in consulting and investment banking, focusing on corporate strategy and M&A activities across multiple industries.13

Jason Pate holds degrees in Public Policy and Economics from Duke University, and he has also served on the Board of Visitors for the Sanford School of Public Policy at Duke.23 His extensive experience and strategic insight make him a significant player in the fintech landscape.

Highlights

Aug 1 · The Information
Plaid's Leadership Evolves to Prove It's Not a One-Hit Wonder - The Information
Plaid's Leadership Evolves to Prove It's Not a One-Hit Wonder - The Information
Mar 21 · Silicon Canals
German fintech startup Monite raises €4.6M to help B2B platforms add new revenue streams - Silicon Canals
German fintech startup Monite raises €4.6M to help B2B platforms add new revenue streams - Silicon C
Jun 9 · ffnews.com
Jason Pate - FF News | Fintech Finance
Jason Pate - FF News | Fintech Finance

Related Questions

What are Jason Pate's key achievements at Plaid?
How did Jason Pate contribute to Plaid's acquisition of Quovo?
What was Jason Pate's role at Rubicon Global?
How did Jason Pate's experience at Bain & Company influence his career?
What are Jason Pate's main responsibilities at Plaid?
Jason Pate
Jason Pate, photo 1
Jason Pate, photo 2
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Experience

Head of Finance, Business and Corporate Development at Plaid since July 2022
Previous roles include Head of Business and Corporate Development at Plaid, Product at Plaid, Head of Corporate Strategy and Development at Rubicon Global, and M&A Advisor at StatusPage, Founder and CFO at Tava Kitchen, Senior Associate Consultant at Bain & Company, contributed significantly in sales strategy, M&A strategy, and operational performance improvements

Education

AB/BS in Public Policy/Economics from Duke University, attended University of Oxford (2006)

Location

San Francisco Bay Area