Shannon Lubar in

Shannon Lubar

Inquirer · DISC type dc
Account Executive - Fintech Named Accounts at Plaid
📍 Raleigh, North Carolina, United States

Shannon is an Account Executive at Plaid, where he helps financial services companies enhance their digital experiences using Plaids API products. With an MBA in Finance from the University of Colorado Denver, his expertise spans go-to-market planning and data analysis. Colleagues have described him as notably driven and motivated in his professional approach.

Outside of his career in fintech, Shannon is an avid and competitive golfer, a passion he actively pursues. This interest highlights his appreciation for discipline and focus, qualities that he values in both his personal and professional life. He also holds a certification in ESG, reflecting an interest in sustainable and ethical principles.

Unique fact: Shannon once received an honor for being the "Best Big Brother. "

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Experience
9 Years
Current Role
Account Executive - Fintech Named Accounts
Job Level
Middle
Location
Raleigh, North Carolina, United States
Personality Overview

How Shannon shows up

Hard To Convince
Upfront
ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact. They respond well to confident salespeople.

Priorities

Topics Shannon cares about

Fintech Innovation
Works at Plaid with a focus on shaping the future of financial technology and creating a more connected financial ecosystem.
Go-to-Market Planning
A key focus of his MBA in Finance and a central part of his professional role and headline, "GTM @ Plaid. "
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Career

Work history

4-2025
Account Executive - Fintech Named Accounts
Plaid
8-2024 - 4-2025
Global Account Director - Financial Services
SOCi, Inc.
8-2022 - 8-2024
Enterprise Account Executive - Banking and Wealth Management
Tableau
2-2022 - 5-2022
Sr. Account Executive, High Tech
Tableau
2-2021 - 2-2022
Account Executive - General Business, West
Tableau
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-2022 - 5-2025
Master of Business Administration - MBA
University of Colorado Denver
Bachelor’s Degree
San Diego State University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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