contact information:
Experience
Patrick leads the firm’s data analytics team where he uses a seamless approach to help companies and their owners over the life of the entity. With deep experience serving various industries, he excels at anticipating an entity’s needs and then draws from the vast knowledge base of the Windham Brannon team to assist in areas like fractional CFO services, state and local taxes, tax planning and transaction support.
Over his more than 30-year career, Patrick has built professional leadership experience in public accounting with international, regional and local firms. He has worked extensively with closely-held companies, not-for-profit and venture/private equity-backed entities. His specialty areas include audit and review, data analytics, mergers and acquisitions and due diligence. In addition to technology companies, he has worked with companies in the financial services, not-for-profit, real estate, manufacturing and distribution and professional services sectors to develop out his well-rounded business experience.
He is an AICPA Certified Data Analyst and has completed the Data Analytics Core Concepts Certificate, Application of Data Analysis Essentials Certificate, Data Analytics Modeling Certificate, Forecasting and Predictive Analytics Certificate and the Data Visualization Certificate.
Industry / Service
Credentials
- Certified Public Accountant, GA
- AICPA Certified Data Analyst
thought leadership
involvement
- American Society of Certified Public Accountants, Member
- Atlanta Technology Village, Advisor
- Georgia Society of Certified Public Accountants, Member
- Kennesaw State University School of Accounting, Advisory Board and Strategic Planning Committee
- MIT Forum, Member
- Technology Association of Georgia, Member
education
- Kennesaw State University, Bachelor of Science in Business Administration Degree in Accounting and Finance