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Patrick Schiffli
Broken Arrow, Oklahoma,United States
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Find Patrick Schiffli's PhoneWho Is Patrick Schiffli?
Patrick Schiffli is the Chief Executive Officer (CEO) of Legato, a leading provider of wealth management technology solutions. With extensive experience in the financial technology sector, he is responsible for driving Legato's strategic vision, global expansion, and innovation in delivering next-generation platforms for private banks and wealth managers. His leadership focuses on enhancing client value through advanced digital capabilities, operational excellence, and fostering a culture of continuous improvement within the organization. Patrick has a strong background in business development, product strategy, and managing complex technology implementations in the financial services industry.
How Did Patrick Schiffli's Career Path Shape Their Journey?
Patrick Schiffli's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
What Are Patrick Schiffli's Key Achievements?
CEO Leadership at Legato
Successfully leading Legato as CEO, steering the company's growth, strategic direction, and market positioning in the competitive wealth management technology space. Overseeing the development and delivery of innovative software solutions to financial institutions worldwide.
Driving Innovation in WealthTech
Championing the development and adoption of cutting-edge technologies at Legato, aimed at transforming wealth management operations, enhancing advisor productivity, and improving client engagement through digital platforms.
International Business Expansion
Instrumental in expanding Legato's footprint into new international markets, establishing strategic partnerships, and growing the client base across different regions, thereby strengthening its global presence.
Decades of FinTech Expertise
Accumulated over two decades of experience in the financial technology industry, holding various leadership positions and contributing significantly to the evolution of financial software and services prior to and during his tenure at Legato.
What's Patrick Schiffli's Educational Background?
B.S., Management Information Systems
Oklahoma State University - Year 1999
Associates, Business Management
Connors State College - Year 1997
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Company Overview
Providity Technology SolutionsProvidity Technology Solutions is a specialized consulting firm focused on Enterprise Performance Management (EPM), Business Intelligence (BI), and data analytics. They partner with organizations to enhance their financial and operational decision-making by designing, implementing, and supporting robust solutions, primarily leveraging platforms like OneStream, Oracle EPM Cloud, and Microsoft Power BI. From an end-user perspective, Providity helps companies get clearer insights from their data, streamline their budgeting and forecasting processes, automate financial consolidation and reporting, and ultimately make more informed strategic decisions to drive business growth and efficiency.
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