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Kevin Patterson
Collaborator - Consultant
Professional Background
Kevin Patterson is a seasoned financial services professional with over ten years of extensive experience spanning multiple areas including structured finance, consulting, and asset management. His impressive career journey has taken him across various prominent cities such as New York City, Chicago, Melbourne, Australia, and Jacksonville, Florida, allowing him to accumulate a wealth of diverse financial expertise and cross-cultural insights.
Most recently, Kevin has served as a Principal at Burgundy Financial, where he leverages his robust analytical skills to explore and capitalize on financing opportunities. His specialization encompasses a variety of complex financial scenarios, particularly focusing on factoring legal and medical receivables, which showcases his ability to navigate and structure intricate financial transactions. Kevin's proficiency extends to structuring deals involving unclaimed assets and liabilities, an area where few professionals possess the in-depth knowledge and experience required to succeed.
Throughout his career, Kevin has excised significant responsibility by completing comprehensive due diligence processes and obtaining external credit ratings for all prior deals he has managed. His detail-oriented approach is vital in ensuring transparency and security in financial dealings, thereby fostering trust among clients and stakeholders.
Education and Achievements
Kevin's academic foundation is solidly built upon his Bachelor of Science degrees in both Finance and Accounting, obtained from Florida State University. This dual educational framework has provided him with a unique perspective in the financial sector, blending his accounting acumen with a strong understanding of financial markets and management. Prior to his university studies, he laid the groundwork for a successful career at Jesuit High School in Tampa, Florida, an institution known for its focus on developing well-rounded individuals with strong ethical foundations.
In addition to his academic credentials, Kevin is a qualified Certified Public Accountant (CPA), attesting to his commitment to maintaining the highest standards of professionalism within the finance sector. This certification not only enriches his knowledge but also enhances his credibility as a financial consultant and advisor. His qualifications enable him to effectively navigate complex regulatory environments and deliver strategic insights to his clients.
Career Progression
Kevin's career is marked by a series of noteworthy positions that highlight his proficiency and adaptability in various financial roles. He initially joined RSM US LLP as a Senior Associate in Assurance, where he sharpened his skills in financial auditing and compliance. He then transitioned to RSM Australia as an Assistant Manager, further expanding his international flair and grasp of different financial regulations and standards.
His tenure at Northern Trust Corporation as an Officer in Financial Control for Hedge Fund Services was a crucial juncture in his career, allowing him to deepen his understanding of hedge fund operations and strategies. He then further refined his expertise in deal structuring as a Senior Consultant at EisnerAmper, before moving to AmTrust Financial Services, Inc. (AFSI) as a Manager in Deal Structuring for Unique Risk Underwriting. Each of these roles has contributed significantly to his professional development, equipping him with the skills needed to handle high-stakes financial transactions and assist businesses in achieving their financial objectives.
Notable Achievements
Kevin Patterson's career achievements reflect his outstanding ability to drive results and deliver value in the financial services sector. Notably, he has successfully structured and executed a multitude of deals involving unclaimed assets, demonstrating both his innovative thinking and strategic foresight. His efforts have led to the facilitation of financing solutions that have made a significant impact on various businesses.
His ongoing commitment to professional excellence is further evidenced by his active participation in industry organizations and continued education initiatives, ensuring that he stays at the forefront of the evolving financial landscape. Kevin's ability to combine rigorous analytical methods with strong interpersonal skills has enabled him to build lasting relationships with clients and colleagues alike.
Conclusion
In summary, Kevin Patterson brings a wealth of knowledge, extensive experience in the financial services industry, and a track record of success in structured finance and consulting. His dual degrees in Finance and Accounting from Florida State University, coupled with his CPA qualification, underpin his professional capabilities. As he continues to navigate the complexities of the financial world, Kevin remains dedicated to leveraging his skills to create innovative financial solutions that meet the diverse needs of his clients.
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Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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