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JR

Jon Roberts

Executive officer at PatientFi.

Executive
Updated Nov 10, 2026·Latest SEC filing Jun 15, 2026·Suggest an edit

About Jon Roberts

Jon Roberts is an executive officer at PatientFi.

Jon Roberts first appears on SEC filings in 2023.

Experience

This experience comes from Jon Roberts's profile and from SEC filings. For roles taken from filings, the years are when the filings name Jon Roberts in the role, so the role may have started earlier or lasted longer.

PatientFi, Inc. Current
Chief Risk Officer (CRO)
2021 – Present · Irvine, CA
PatientFi offers financing for patients through participating healthcare practices.
Pacific Dental Services
Senior Director of Patient Finance/Credit & Payment Solutions, Revenue Operations
2016 – 2021
OneWest Bank
VP; Credit Risk Management/Consumer Lending/Consumer Finance
2011 – 2016
Bank of America
VP; Credit Risk Strategy/Consumer Lending/Operations
2003 – 2011

Key Colleagues at Startups

The people Jon Roberts works with at each company, as listed on that company's latest Form D.

PatientFi, Inc. · Form D, Jun 15, 2026
DH
Derrick Hoag
Executive officer
TC
Tom Cestare
Director
HS
H. Sloan
Director
GC
Gerard Cuddy
Director
JS
LB
Louis Bucky
Director
TW
Todd Watts
CEO & Co-Founder, director
CR
Cory Ruell
Executive officer
JR
Joe Ranieri
Executive officer

Sources

  1. SECPatientFi, Inc. Form D, filed Jun 15, 2026