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Pat McClain
Vice President - Financial Performance at Five Elms Capital
Professional Background
Pat McClain has established a robust career in the finance and accounting field, showcasing a diverse range of expertise and leadership roles. With a profound passion for financial performance and analysis, Pat currently serves as the Vice President of Financial Performance at Five Elms Capital, where he plays a crucial role in shaping financial strategies and ensuring optimal performance metrics. His journey began with meticulous roles that laid the foundation for his impressive career trajectory in finance, where he committed to driving results and enhancing operational efficiency.
Before his current position, Pat made significant contributions at Five Elms Capital as the Manager of Financial Planning and Analysis. In this role, he was responsible for developing comprehensive financial models and conducting deep assessments of financial data to provide strategic insights to management.
His previous roles include being a Senior Transaction Services Consultant at BKD CPAs & Advisors and holding various positions at PwC, including Assurance Senior Associate and Assurance Associate. These experiences equipped him with a solid understanding of the accounting and assurance practices in various industries, allowing him to deliver exceptional value to his clients effectively.
With a solid blend of practical experience and academic knowledge, Pat has also contributed to the academic sphere as a Teaching Assistant at the University of Missouri, nurturing the next generation of finance and accounting professionals. His early career began with valuable internships, including roles at Starlight Theatre and American Century Investments, which provided him with a foundation in investment accounting and real-world application of his studies.
Education and Achievements
Pat McClain's academic journey laid a strong foundation for his successful career in finance. He graduated from Rockhurst High School, after which he pursued further education in accounting at the University of Missouri-Columbia. His tenure at the University of Missouri not only honed his technical skills in accounting practices but also allowed him to engage in various extracurricular activities. This blend of academic rigor and practical experience has been instrumental in shaping his professional path.
Pat’s professional achievements are a testament to his commitment to excellence and growth. Throughout his career, he has been recognized for his analytical thinking and problem-solving skills, which have been critical in driving financial strategies that align with organizational goals.
Achievements
In his leadership role at Five Elms Capital, Pat McClain has implemented innovative financial strategies that have led to measurable improvements in the firm’s overall financial health. His ability to analyze complex financial data and derive actionable insights has positioned him as a trusted advisor and leader. His work not only benefits his organization but also contributes positively to the financial ecosystem by helping shape best practices in financial performance.
Through his various roles, Pat has accumulated invaluable skills in financial analysis, strategic planning, and team leadership, establishing a reputation as a capable and results-oriented financial professional. His extensive background in assurance and consulting further showcases his comprehensive understanding of how to navigate the intricacies of financial operations and compliance, making him a well-rounded asset to any organization.
In conclusion, Pat McClain embodies the qualities of dedication, professionalism, and expertise in the realms of finance and accounting. His journey from a diligent student to a prominent leader in financial performance is not only inspirational but also reflective of his unwavering commitment to excellence in every endeavor.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
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.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.