Patrick Shao

Pat Shao is a seasoned professional known for leading customer success initiatives at top tech companies, including Unit 42 by Palo Alto Networks and HackerRank.

With a background primarily in finance and customer management, Pat has a proven track record of driving client satisfaction and retention through strategic consulting and project management.

Holding various leadership positions in customer success, Pat has deep expertise in CRM, business metrics, and SaaS competencies, allowing for the design and implementation of effective customer engagement strategies.

Pat's educational background includes a BS in Finance from Purdue University, where they honed their financial acumen and analytical skills.

Throughout their career, Pat has held roles such as Assistant Vice President in the Wealth Division at FactSet, Senior Consultant at FactSet, and Research Associate at Dow Jones & Co., showcasing a diverse skill set across industries.

With experience in investment banking, risk management, and private markets, Pat brings a wealth of knowledge to the table, enabling them to offer holistic insights and solutions to complex business challenges.

Overall, Pat Shao is a versatile professional with a strong foundation in finance and a passion for nurturing long-term customer relationships in the cybersecurity and tech sectors.