Jason Pate in

Jason Pate

Enigma · DISC type cdi
Chief Strategy Officer at Plaid
📍 Greater Seattle Area, United States

Jason Pate is the Head of Finance, Business, and Corporate Development at Plaid, where he leads strategy, partnerships, investments, and acquisitions. His leadership has been central to Plaids expansion into new products and markets, including leading the acquisition of Quovo. He holds degrees in Public Policy and Economics from Duke University.

Jason co-founded Tava, a fast-casual Indian restaurant, after a chance encounter with a former classmate on a plane led them to leave their finance jobs. He is an active investor and advisor, and previously served as a Director of the Coca-Cola Foundation. He was also a member of The Pitchforks a cappella group at Duke.

He once quit a high-paying Wall Street job after deciding he wanted to contribute to the community in a more meaningful way, leading to his entrepreneurial venture.

Read the full overview →
Experience
20 Years
Current Role
Chief Strategy Officer
Job Level
Leadership
Location
Greater Seattle Area, United States
Personality Overview

How Jason shows up

Hard To Convince
Challenger
Persuasive & Assertive

They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Priorities

Topics Jason cares about

Fintech Ecosystem
As a key executive at Plaid, he focuses on expanding the company into new products, geographies, and use cases across digital finance.
Entrepreneurship
Co-founded Tava Kitchen after leaving a career in finance and has authored articles with tips for starting a business.
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Career

Work history

10-2023
Chief Strategy Officer
Plaid
7-2022
Head of Finance, Business and Corporate Development
Plaid
7-2022 - 10-2023
Interim CFO
Plaid
4-2019 - 7-2022
Head of Business and Corporate Development
Plaid
2-2018 - 4-2019
Product
Plaid
In the press

Media appearances

Inside the $5B Plaid Deal That Never Happened – Run the Numbers. Featured in Apple Podcasts
See now
Education
2005 - 2009
AB/BS
Duke University
2006 - 2006
Education details unavailable
University of Oxford
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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