Patrick is a Managing Director in CFGI’s Finance Effectiveness practice, where he leads the expansion of the practice in the Mid-Atlantic region. He focuses on helping CFO organizations optimize performance through finance transformation, program management, and digital enablement.
With over two decades of experience, Patrick brings deep expertise in finance transformation, system implementation, and operational efficiency. Before joining CFGI, he held leadership roles as Director at KPMG and Director at Fannie Mae, where he managed large-scale transformation programs and technology implementations. His experience spans financial services, captive finance, and retail, working with marquee brands such as Fannie Mae, Santander Bank N.A., Bath & Body Works, Toyota Motor Credit Corporation, and Regions Bank.
Patrick is recognized for his ability to deliver end-to-end solutions across the CFO ecosystem, integrating product lines and services to drive measurable impact. His background includes leading digital transformation initiatives and implementing scalable finance solutions for complex organizations.