Fundraising Fox

Jon Roberts

Executive at PatientFi

Orange County, California, United States

Find your path to Jon

310 people in our graph share verified history with Jon — schools, employers, funds. One of them is your warm intro.

Matt CherianunlockedJon: together at Bank of America (2006–2009)
×10Jon: together at Bank of America
Jon: together at John Carroll University

Executive at PatientFi

Intro paths

→

In turn, Jon can intro founders to PatientFi's investors below.

PatientFi's investors · 4

Curql Collective, LLCDes MoinesNext Level VenturesDes Moines · $500K – $5M checksPatriot Financial PartnersRadnorQuesta CapitalSan Francisco · $15M – $40M checks · since 2024

Experience

  1. PatientFiChief Risk Officer (CRO)current2024 — presentOrange County, California, United States
  2. PatientFiSVP - Risk & Data Analytics2021 — 2024
  3. Pacific Dental ServicesSenior Director of Patient Finance/Credit & Payment Solutions, Revenue Operations2016 — 2021Irvine, CA
  4. OneWest BankVP; Credit Risk Management/Consumer Lending/Consumer Finance2011 — 2016
  5. Bank of AmericaVP; Credit Risk Strategy/Consumer Lending/Operations2008 — 2011
  6. Bank of AmericaAVP; Risk Operations & Consumer Lending2005 — 2008
  7. Bank of AmericaCredit Officer / Analyst; Consumer Lending2003 — 2005

Skills & more

Risk ManagementCredit RiskOperations ManagementConsumer LendingBankingCredit Card AnalyticsCredit CardsCredit AnalysisMortgage LendingAccount ManagementLoan OriginationOperational Risk Management
+12 moreTeam ManagementProject ManagementFinancial ServicesCreditManagementResidential MortgagesUnsecured LoansBusiness StrategyJumbo MortgageCollectionsRisk AnalyticsOperational Due Diligence

From Jon's professional profile.

Frequently asked questions

Who is Jon Roberts?
Executive Officer at PatientFi
Where does Jon Roberts work?
Jon Roberts is Executive at PatientFi.
Where did Jon Roberts go to school?
Jon Roberts studied at John Carroll University (Bachelor’s Degree in Communications, Minor - Economics).

Same school

Also attended John Carroll University35

Turner NasheInvestor at Side Door VenturesThomas FrazierProfessor of Psychology, John Carroll University at AIFEmily WarrenInvestor at Sandbox IndustriesErika CrandallChief Risk Officer at APXRich DavidsonManaging Director at Antares CapitalDaniel AnstandigOperating Advisor at Updata Partners

+ 29 more

Shared employers

Also worked at PatientFi3

Craig IbsenManaging Partner at Next Level VenturesTodd WattsExecutive Officer, Director at PatientFiJonathan SockolGeneral Partner at MonCap Fertility

Also worked at Pacific Dental Services2

Ryan JohnsonExecutive Officer at Tend Dental, Inc.Shane McCarthyChief Operating Officer at Interdent

Also worked at OneWest Bank6

David LigonManaging Director, Capital Markets at TSG Consumer PartnersBrian BrooksInvestor at FalconX Credit / Pareto VaultJoanna McFarlandCo-Founder & CEO, HopSkipDrive at xfactor venturesAlesia HaasCFO at Coinbase VenturesGloria HouController at IdealabDavid RuizManaging Director at ACORE Capital

Also worked at Bank of America530

Kirsten GreenFounder and Managing Partner at Forerunner VenturesMatt CherianVenture Partner at Monta Vista CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalAndrew WallaceVice President, Revolution Growth at RevolutionWill QuistGP at Slow VenturesChris FeeneySenior Fellow, Bank Policy Institute at MissionOG

+ 524 more