Jason Pate serves as an Advisor to Oak HC/FT.
He is the Chief Strategy Officer at Plaid responsible for overseeing business development, product partnerships, corporate strategy, investments, and acquisitions. Previously, Jason served as Chief Financial Officer where he oversaw the finance function and led business and corporate development. He has supported the company's expansion into new products, new geographies, and new use cases across digital finance. Jason led Plaid’s acquisitions of Quovo and Cognito, the company’s capital raises, and Visa's attempted acquisition of Plaid.
Prior to Plaid, Jason served as VP of Corporate Strategy & Development at Rubicon Global and Co-Founder of Tava. Jason began his career at Bain and Company. Jason is an active investor / advisor / board member and has previous experience serving as a Director of the Coca-Cola Foundation and the Sanford School of Public Policy.