Patrick Dobens

Director of Investment Services || Team Lead Product Manager || Head of Product

Role
Director, Investment Services at Access Softek
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Patrick Dobens

Driven product leader with 12+ years experience in financial technology, specializing in innovative banking software to promote well-being for the average consumer. My product victories are grounded in innovation and scalability, while my management style thrives on fostering collaboration. My positive demeanor has been instrumental in honing my leadership, serving as a mentor to my colleagues, and consistently delighting my customers. I practice servant leadership to bring people together to solve challenging problems with creative solutions.

Experience

  1. Director, Investment Services

    Access Softek

    Jan 2021 — Present · Boston, MA, US

    EasyVest is a digital investment platform that partners with credit unions to offer automated and self-guided investment access. While traditional wealth management services can be expensive and intimidating for new investors, EasyVest makes investing simple and affordable.• Access Softek Advisory Services, LLC is a registered investment advisor (RIA) and subsidiary of Access Softek, Inc.

Education

  • Universidad de las Américas Puebla

    Spanish, Mexican Literature & History

    2010 — 2010

  • Dartmouth College

    A.B., Biology - Biochemistry

    2007 — 2011

Skills

  • Microsoft Office
  • Spanish
  • Research

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Patrick Dobens — Director, Investment Services at Access Softek in Boston, MA, US | Unifers