Shannon Lubar in

Shannon Lubar

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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