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Patrick Arana
Senior Research Analyst at FactSet
Professional Background
Patrick Arana is a highly ambitious and excellence-driven professional with a passion for international relations and commerce. With a robust work ethic and a commitment to excellence, he has demonstrated his capability in various demanding roles throughout his career. Patrick first embarked on his professional journey after earning a Bachelor of Science degree in International Relations with a focus on International Business, Trade, and Commerce from the esteemed Lyceum of the Philippines, located in the vibrant district of Intramuros, Manila.
After completing his degree, Patrick took his first steps into the corporate world as an Intern at the Department of Foreign Affairs. This foundational experience provided him with critical insights into governmental operations and diplomacy, setting the stage for his future roles in analytics and research.
He honed his analytical skills and developed a keen understanding of data through various significant positions. As a Governance Data Analyst at Institutional Shareholder Services (ISS), he contributed his talents to analyzing governance factors that influence investment decisions. His abilities and dedication quickly led him to advance to a Research Analyst role at FactSet, where he utilized his strong critical thinking skills and meticulous attention to detail.
In his role as a Senior Research Analyst at FactSet, Patrick has excelled further by leading research initiatives, collaborating effectively with his team, and providing insights that are vital for decision-making. His ability to integrate complex information and present it clearly has made him an invaluable asset to his organization. Patrick's work in this capacity demonstrates his commitment to being a team player and his unwavering desire to contribute positively to the success of his organization.
Education and Achievements
Patrick's educational background laid a strong foundation for his career in international relations and business. His Bachelor of Science degree in International Relations from the Lyceum of the Philippines is complemented by his practical experiences in the field. Studying International Business, Trade, and Commerce has equipped him with a nuanced understanding of global economics and trade dynamics, essential for his current and future roles in research and analysis.
Throughout his career, Patrick has been recognized for his excellent interpersonal skills and work ethic. He has consistently demonstrated the ability to collaborate with colleagues, mentorship of less experienced team members, and a commitment to fostering a positive work environment. His exceptional work is not just driven by individual ambition but a collective vision of success shared with his peers and organization. Patrick embodies a dedication to lifelong learning and continuous improvement, seeking opportunities that not only challenge his skills but also contribute to the overall goals of the businesses he serves.
Achievements
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Research Excellence: As a Senior Research Analyst at FactSet, Patrick has excelled in conducting in-depth market analysis that aids in strategic planning and decision-making for clients. His research reports have received accolades for clarity and accuracy, underscoring his capability as a critical thinker.
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Team Leadership: Recognized for his leadership potential, he has effectively led project teams, ensuring that all voices are heard and contributing to a collaborative atmosphere that values each member's insights.
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Commitment to Professional Development: Patrick actively seeks opportunities for professional growth, attending workshops and seminars focused on the latest trends in international business and financial research. This commitment reflects his desire to stay ahead in a fast-evolving industry and to provide the best service to his clients and employer.
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Strong Foundation in Governance Analysis: His tenure as a Governance Data Analyst at ISS enhanced Patrick’s understanding of the intersection between corporate governance and investment strategy, enabling him to deliver informed analyses that help shape investment portfolios effectively.
In summary, Patrick Arana represents an exemplary figure in the realm of international relations and data analysis. His education, spanning a Bachelor of Science in International Relations, combined with his extensive professional experience across diverse organizations, showcases his readiness to tackle complex challenges. As a professional characterized by ambition, attention to detail, and an eagerness to collaborate, he is well-equipped to contribute to any organization motivated by trust, excellence, and a shared vision for success.
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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.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
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 makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
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 is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
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.
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