Our three core pillars - Honesty, Integrity, and Respect - drive everything we do. That’s the Patra Advantage.
For over 15 years, Patra has focused on bringing the very best technology-enabled services to the insurance industry. What started as enabling insurance brokers to issue certificates faster and more efficiently has evolved to providing leading technology and innovation across commercial lines, personal lines, and employee benefits. Supporting Retail Agencies, MGAs/MGUs, Wholesalers, and Carriers, Patra has revolutionized how more than 160 different services and millions of service requests a year are supported.
At Patra, we value our differences. We believe that having a diverse employee population and inclusive environment makes us a stronger company. We believe that we are only as good as the professionals who deliver the services to our customers. Employing more than 5,000 globally, Patra is committed to providing our staff the industry’s most comprehensive training and continuing education while offering a competitive benefits package, comfortable working environment, and growth opportunities. We have built a robust philanthropic organization dedicated to supporting local and regional families and communities, and we encourage our employees to be active members of their communities.
- Global Leadership
- Executive Management
Drew Davies is the VP of Infrastructure Engineering at Patra where he leads the team responsible for cloud infrastructure and service delivery. Passionate about fostering innovative culture, he strives to be a driving force in both product and team development. Prior to his time with Patra, Drew led various technical operations teams in delivering high availability, location-based services.
Jason is a lifelong learner with a passion for the insurance industry and finding efficiencies throughout all functions. Prior to joining Patra, Jason served in various leadership roles over the past 20 years at multiple insurance carriers and organizations supporting operational, underwriting, customer service, and sales processes across multiple segments of business.
Simon Davis is Chief Financial Officer of Patra. A strategic thinker, Simon works with Patra executives to develop and evaluate operational initiatives to drive Patra’s growth and address the needs of its customers. He leads all financial reporting, oversight, and analysis activities. Prior to joining Patra, Simon spent much of his career with the ‘Big 4’ accounting firms KPMG and Deloitte.
Will is Patra’s SVP of Product and Service Line Management. Will and his team work to continually improve and expand Patra’s offering of tech-enabled services, and the PatraOne platform that underlies these services. Will joined Patra after many years in the Insurtech space, having built and led product management teams at Vertafore, Embroker and CSAA Insurance Group.
Andrew oversees Strategic Finance at Patra where he’s responsible for developing the Company’s long-range financial plan, completing mergers & acquisitions, and engaging with investors. Andrew’s focus is on Patra achieving its long-term strategic objectives by ensuring alignment with its financial performance. Before joining Patra, Andrew worked for ABS Capital Partners.
As one of Patra’s first employees, Matt built the company’s global operational foundation. With a humble and thoughtful approach to business, people, and customers, and a broad knowledge of the insurance industry, Matt enables Patra to deliver consistent and efficient results for its agency clients and leads Patra’s operational data management.
Toni oversees Patra’s stateside insurance operations while developing, identifying, and communicating clear goals and objectives to achieve department vision and mission. Before joining Patra in 2014, Toni worked on the retail broker side for 10+ years in various roles within the organizations service & operations teams.
Jeremy oversees the software development efforts at Patra, providing architectural leadership, guidance and mentoring to the engineering teams, to ensure the quality, robustness and scalability of the software systems developed at Patra. Prior to Patra, Jeremy led teams developing real-time control, data acquisition and analysis systems for companies in the telecommunications and utility industries.
Lisa uses her over 25 years of experience in the technology sector to not only manage the Software QA team, but also guide the Software and QA Engineering teams in Agile Methodologies, SOC2 Compliance, Change Control, Change Management, Release Management, and overall process improvement.
Matt focuses on building alliances with other insurance professional services companies, developing relationships with organizations that have insurance and insurance services companies in their portfolios. He has extensive experience in growing technology-enabled, managed services offerings and companies. Prior to Patra, Matt served in executive roles at Deloitte Consulting, Accenture, and Procurian.
Sidra oversees our HR Business Partner function globally supporting our employees and leaders with performance management, succession planning, employee relations, and driving company policy. Prior to Patra, Sidra spent 15 years in the Big-4 accounting industry where she supported people development and deployment planning.
With expertise in data security and managing cyber and physical security, Sean ensures Patra addresses the complex security, regulatory, and access needs of its customers. Sean also manages and oversees Patra’s global physical security, its processing systems, and its client networks.
Sharon has over 35 years of direct sales and sales management in multiple verticals including insurance and financial services focused on commercial, P&C insurance, BGAs, MGAs, IMOs, FMLs, carriers, Bank/Broker dealers and Financial Institutions. Her business line experience includes SaaS, BPO, digital marketing and content management for large enterprise accounts, mid-market or B2B.
Robert is a results-driven leader with years of auto & home insurance experience and over 20 years of proven success driving change in large, complex organizations as well as small enterprises in the insurance, oil and gas, call centers, manufacturing, and logistics industries. He is responsible for all IT operations and staff and owns Patra’s IT infrastructure and support teams globally.
With a commitment to helping Patra expand its focus on technology, software-based processes, and InsurTech solutions, Tony’s strategic oversight and leadership of the technology team will ensure continued innovation and automation of how insurance is sold, managed, and processed. Tony was the Chief of Data Services for PlusAMP and held numerous positions in technology and data services roles.
Eshwar manages Patra’s operational analytics team, assisting company in planning, developing and projecting company initiatives and projects. He is innovative and persistent, prior to analytics team, he managed operations team, implemented many clients, he is one of the successful leaders who grew along with the company and recently he completed fourteen years with Patra.
Eshwar Kumar Maddala
As a 10-year veteran of Patra, Elizabeth manages our international teams located in India and the Philippines as well as our Quality, Training and Process Excellence teams in North American and internationally. She is responsible for ensuring our team members are efficient, accurate and are bringing value the customers they represent.
Paul is responsible for Patra Document and Patra Cloud Professional Services. Patra Document provides print and mail services and recently introduced a Virtual mail Room service. Patra Cloud Professional Services provides and supports critical automation capabilities to the insurance industry. Prior to Patra, Paul spent 23 years with Intel Corporation in various leadership roles.
With 20 years of expertise, Dr. Preethi K Mokshagundam, Legal and Compliance Officer, is responsible for monitoring the Corporate Compliance Program and ensuring that all corporate operations are compliant with laws and regulations. She also oversees internal compliance issues or concern and works to ensure that all company activities are carried out in accordance with legal standards.
Greg leads Specialty Sales at Patra where he’s responsible for driving growth with insurance companies, MGAs, Wholesalers, InsurTechs and Premium Finance companies. Before Patra acquired Greg’s company, QBIS, in 2019, Greg started and sold two InsurTech companies that were focused on driving simplicity, speed, and modern processes to the insurance industry.
Using his expertise in insurance recruiting as well as team leadership, Michael and his team identify, attract, and hire the right insurance talent for Patra North America. Prior to joining Patra, Michael was a managing partner with an executive firm that placed property and casualty and employee benefits talent with some of the world’s top brokerages.
Lakshmi has been the Managing Director of Patra’s India Process Executive Services for the past 15 years. She was instrumental in setting up Patra’s India offices and played a key role as a unifying factor between the offices in both countries. Lakshmi had previously worked for eight years in California for Soft Line Consulting Services and Cyberpals, Inc.
Bob leads all sales, marketing, and strategic initiatives to scale Patra’s business, develop new technologies, and continue to provide top-level service to its customers. Prior to joining Patra, Bob served as CRO for Cloud Lending Solutions and held numerous leadership positions in the financial technology services industry including Monitise and FIS.
Moe is Director of Corporate Services of Patra Philippines. He is responsible for the overall management of the government compliance, administration department and oversees the day-to-day operations across Patra Philippines departments. Prior to joining Patra, Moe worked for Accenture Philippines for 5 years as an Operations manager that works with one of the largest social media accounts.
Rebecca is responsible for Patra’s Center of Excellence for People Development, supporting employees globally at all stages of their careers. She has had an extensive career in L&D including over a decade in Federal contracting and consulting, working large global companies in Lowes and Albertson, and Genoa Healthcare, part of UnitedHealth Group.
Erika is responsible for Global Payroll and HR Compliance. Her teams handle employee pay and benefits and ensure that payroll and HR programs are compliant with internal and governmental policies. Prior to Patra, Erika spent 15 years working in the University of California system, most recently as the Internship Director at the UC Center Sacramento.
Jonathan focuses on creating new HR-related services for Patra’s customers and on protecting Patra’s most valuable asset, its global workforce. Prior to joining Patra, Jonathan was the VP of Delivery for ThinkHR, he also worked for Target, Pitney Bowes, Kay Jewelers, and alongside Patra CEO John Simpson at CyberBills.
Kris oversees Patra’s global accounting operations and ensures that consolidated financials are reported timely and accurately. She is responsible for reporting to internal parties, government regulators, and outside agencies. Her primary focus is on formulating policies, managing daily operations, and planning how both material and human resources are to be utilized.
While developing and leading Patra’s legal strategies, Lee oversees matters related to corporate governance and transactions and helped establish Patra’s compliance program and training. Prior to joining Patra, Lee worked with Ryan, a global tax consulting firm and in in-house positions with private and public companies.
An innovator and entrepreneur, John founded Patra in 2005 and has grown the company to more than 4,200 employees worldwide. John has spent more than 20 years leading technology-focused companies, and previously founded CyberBills, an innovative web banking technology company. As an entrepreneur, he knows that it’s vital for a business leader to have total trust in any partner.
Carl oversees our philanthropic organization, Patra Proud, and is dedicated to supporting the children of military families. Patra Proud helps children though deployments, frequent long-distance moves and being away from extended family, all part of the hardships the families of our active duty military endure. Carl also does facility management and takes care of lots of people at HQ.
Loni is responsible for developing global strategies for improving team morale and promoting a positive and inclusive workplace. In support of these strategies, she leads our Diversity and Inclusion program along with our employee engagement and recognition initiatives. Prior to joining Patra, Loni spent over 20 years at KPMG.
Catherine supports internals operations and sales by reviewing and negotiating all client and vendor contracts for Patra. She also supports our General Counsel in managing legal and compliance matters for the company. Catherine joined Patra in 2016 through the Patra Academy, having previously worked in government relations.
William Wagner is responsible for Patra’s Global Marketing and Inside Sales organization. With over twenty years of marketing and product management, William ensures that Patra’s services, technology innovation, and brand are closely aligned with Patra’s prospects and customers’ needs to bring forth transformative change in how insurance solution are delivered, supported and managed.