Leadership Team

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.

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.

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.

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.

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.

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.

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.

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. 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.

Moe is Director of Corporate Services in the Philippines. He is responsible for the overall management of the government compliance, administration department and oversees the day-to-day operations across Patra’s 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.

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.

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.