Work | SBS

"Growth isn't just about doing more; it’s about optimization. Throughout my career, I’ve seen that the highest-performing organizations aren’t just hardworking – they are aligned. I help firms synchronize sales, marketing, and product to focus relentlessly on the problems their clients are trying to solve. By investing in this alignment, we shift mindsets from doubt to 'I can,' empowering both the firm and its clients to achieve more than they ever imagined."

Patrick Spencer, CEO

Patrick Spencer

Executive Leader | B2B Enterprise Growth | Fintech & Banking Specialist

Patrick Spencer is a high-impact executive with a 37-year career dedicated to driving revenue and scaling organizations through disciplined B2B enterprise sales and strategic leadership. With a deep-rooted history in Banking and Fintech (28 years) and B2B Technology (25 years), Patrick excels at navigating highly regulated environments while delivering modern, client-centric solutions. His leadership style is defined by a "radical collaboration" approach—aligning product, marketing, and sales teams to solve complex client problems and achieve sustainable growth.

The Architect of the Turnaround

Throughout his career, Patrick has been the go-to leader for "turnaround" scenarios. He specializes in identifying underperforming assets and pivoting the organization toward excellence.

Patrick moves beyond quick fixes, implementing rigorous sales processes and operational frameworks that ensure long-term scalability.

At Moneytree, he took a legacy calculation engine and transformed it into a cloud-native, advisor-centric platform, modernizing the tech stack and the user experience simultaneously.

He has a proven track record of taking quiet, established brands and re-introducing them as market leaders through helpful, problem-solving messaging.

Award Winning Collaborative Leadership

Patrick has excelled in both leadership and production. From being named “Branch of the Year” from his days in banking to receiving “Top Portfolio Salesperson” in technology for selling the largest services deal in company history.

In 2019, Patrick’s commitment to team building and results-oriented management was recognized when he was named one of the Top 25 in Tech by TechPoint Indiana. This honor underscores his ability to foster a culture of accountability and innovation.

Patrick believes that successful Go-To-Market (GTM) strategies are not dictated from the top but are built through cross-functional synergy.

Patrick holds undergraduate degrees in Business Entrepreneurship and Psychology from Ball State University and an MBA from Indiana University’s Kelley School of Business.

Patrick has been married to the love of his life for 40 years and enjoys time with family, classic car shows, weightlifting and family trips to Disney.

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Company Values

We believe that the individual makes for a great team and a great team makes for a great company. We work to apply these values to our own lives so that they reflect in the work we do for you.

COMMUNICATION

ACCOUNTABILITY

TRUST

EMPATHY

RESULTS ORIENTED

COMMITMENT

CONFLICT RESOLUTION

The Associates

SBS has assembled an experienced team of colleagues that will assist in the following areas of expertise, when necessary, to ensure the best experience for our clients.

LEADERSHIP TRAINING

ORGANIZATIONAL BEHAVIOR

TECHNOLOGY