Patrick Bormann
CEO & Partner
My Predictive Index
“As Partner in ClearPath, the attributes of being an “Individualist” allows me to not only help grow ClearPath but our clients as well. An Individualist tendency is to be more of a risk-taker, focused on helping with future goals, while being flexible and helping others think “outside the box”. Most of our clients are the owners/founders of their business and many have complex issues, that can be a little ambiguous at first. I deal with ambiguity well and help find flexible approaches to their situations, that provide meaningful results. While I enjoy data driven analytics and being a creative problem solver, the PI taught me that I could be seen as overly aggressive with my actions and I should seek input from sources on other opinions or ideas before I act. These lessons are good reminders, that working together as a team is much better than doing it alone, and especially at ClearPath we have a team of diverse and very smart people to help make our solutions the best. ”
Patrick joined ClearPath shortly after the firm was founded and has been a partner ever since. Patrick currently serves as an operational CFO for a handful of ClearPath’s long-standing clients, gives strategic guidance on M&A matters for other ClearPath clients, and provides all the operational and administrative oversight for ClearPath. As a consummate multi-disciplinary business executive, Patrick has held roles as COO, CFO, General Manager, VP of Sales, Marketing and Distribution, and has additional experience in HR, and Product Development in both lower middle-market companies as well as larger companies.
Patrick is a Board member for the Contra Costa Umpire Association and for the Betty Ross Foundation, supporting athletic and academic enrichment for less fortunate inner-city students from middle school through college.
Patrick and his wife Cyndy live in Pleasanton, CA and have three grown children.
Certifications
M.B.A. from Golden Gate University
B.A. in Business and Mathematics with an emphasis in Quantitative Decision Theory from Whittier College.
M&A advisory
C Titles help prior to CFO COO Vice president of Sales and Marketing Vice President and General Manager of public software company
❝We participate in each client’s business and provide actionable advice as if we were an owner of the business. We have become friends with many of our clients and are treated like part of the work family.❞
