Patrick Tam, CMA, CPA
CEO and Managing Director at Bright Balance | Dallas, Texas, United States
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Chief Financial Officer at BILT Incorporated in March 2023 to Present
CEO and Managing Director at Bright Balance in May 2018 to Present
Director of FP&A & US Controller at K2View in August 2017 to March 2021
Global Financial Planning Manager at ECOM Trading in August 2014 to August 2017
Director, Financial Planning and Analytics at Imperial Management Corporation in December 2013 to August 2014
Manager, Financial Planning and Analytics at Union Standard Insurance Group in July 2009 to December 2013
Revenue Accounting Manager at The Freeman Company in April 2007 to July 2009
Cost Analyst at BOK Financial in April 2005 to April 2007
Marketing Analyst, Lead Generation (Intern) at WilTel Communications in January 2005 to January 2005
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Oklahoma State University, Bachelor of Business Administration, January 2002 to January 2004
Northeastern State University, Master of Science, January 2004 to January 2009
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Management Accounting & Reporting
Strategic Planning & Execution
Revenue Management & Growth
Acquisition Integration
Business Development
Commercial Real Estate
Enterprise Risk Management
Entrepreneur
Financial Modeling
Financial Reporting
Investment Banking
Marketing Strategy
Private Equity
Revenue Recognition
Start-ups
Venture Capital
Software as a Service (SaaS)
Cross-functional Team Leadership
Balance Sheet Restructuring
Banking Relationships
Board Advisor & Member
Budgeting & Planning
Business Analytics & Data Mining
Business Consulting
Cash Flow Analysis & Management
Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
Chief Financial Officer (CFO)
Corporate Financial Reporting
Culture Development & Transformation
ERP Implementations
Financial Analysis & Forecasting
Financial & Operational Reporting (KPIs)
Financial Planning & Analysis (FP&A)
Financial Systems Implementation
Fractional CFO
Fractional Finance & Accounting
Growth Equity
Insurance & Reinsurance Accounting
Managing General Agency
P&C Insurance
Process Improvement & Optimization
Revenue Forecasting
Sales Process Development
Shareholder Value
Blockchain, Tokenization, BAAS, Blockchain Infrastructure Software
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Discover more about Bright BalanceWhat is Patrick Tam email address?
Email Patrick Tam at [email protected] and [email protected]. This email is the most updated Patrick Tam's email found in 2026.
What is Patrick Tam phone number?
Patrick Tam phone number is +1.2146836944.
How to contact Patrick Tam?
To contact Patrick Tam send an email to [email protected] or [email protected]. If you want to call Patrick Tam try calling on +1.2146836944.
What company does Patrick Tam, CMA, CPA work for?
Patrick Tam, CMA, CPA works for Bright Balance
What is Patrick Tam, CMA, CPA's role at Bright Balance?
Patrick Tam, CMA, CPA is CEO and Managing Director
What industry does Patrick Tam, CMA, CPA work in?
Patrick Tam, CMA, CPA works in the Computer Software industry.
Patrick Tam, CMA, CPA Email Addresses
Patrick Tam, CMA, CPA Phone Numbers
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