Patti Kangwankij

Enthusiast
DISC Type : i

Chief Financial Officer at Roofstock

San Francisco Bay Area, United States

Overview

Patti Kangwankij is the CFO of Roofstock, bringing over 20 years of experience in finance leadership and investment banking from roles at Stripe and JPMorgan. She was pivotal in scaling Stripes finance function during its growth from a $20B to $95B valuation. She holds an MBA from Columbia University.

Outside of work, Patti is married with two sons and lives in San Francisco. She serves as a Trustee for Alta Vista School. On weekends, she enjoys exploring interesting restaurants in the Bay Area, managing her childrens activities, and planning family getaways.

After a successful career, she took a year-long sabbatical for reflection, growth, and family before joining Roofstock.

Personality Overview

Non-Confrontational

Optimistic

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Fintech Growth Strategy
Played a key role in building out the finance and strategy function at Stripe during its rapid growth from a $20B to $95B valuation.
Real Estate Tech
As the current Chief Financial Officer at Roofstock, she is deeply involved in the property technology sector.
Family Activities
Spends weekends shuttling her two sons to various activities and planning the next family getaway.

Media Appearances

Patti has no verified media appearances

Work History

1-2025
Chief Financial Officer at Roofstock
10-2021 - 5-2023
Head of Payments Finance and Strategy at Stripe
11-2020 - 10-2021
Head of Corporate Finance and Strategy at Stripe
10-2018 - 11-2020
Head of Finance and Strategy at Stripe
5-2016 - 9-2018
Managing Director & CFO, Merchant Services at JPMorgan Chase & Co.

Education

Master of Business Administration (M.B.A.) from Columbia Business School
11-2023 - 11-2023
Audit Committees in a New Era of Governance from Harvard Business School Executive Education

More Information

Social Presence :

Prographics :

Exp : 15 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : Chief Financial Officer at Roofstock
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Insights For Selling To Patti

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers
  • Maintain high, positive energy and convey confidence

DONT's

  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patti is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Patti

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Patti move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Patti take some risk or not?

  • They can take some low-probability risks if needed.

You And Patti

Personality Compatibility


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