Patrick Kim Email and Phone Number
Patrick Kim work email
- Valid
- Valid
Patrick Kim personal email
- Valid
- Valid
Patrick Kim phone numbers
20 years experience of bringing innovative technology products to market in fintech, wealth management, retail, and private banking. Specializing in leading product teams and managing product delivery.
-
Founder & CeoSonarx (Formerly Sonarverse) Jan 2022 - PresentIrvine, California, United StatesSonarverse, a Snowflake data partner, is the bleeding edge innovator in providing blockchain data and institutional level analytics. We have expertise from traditional finance and big data engineering to offer our clients crypto data that is curated, comprehensive, easily digestable, and built on the most powerful data infrastructure for unmatched analytics performance. -
Data EngineeringPimco Jan 2019 - Jan 2021Newport Beach, California, United StatesLead role in bringing Snowflake "big data" cloud computing to PIMCO's fixed income business. Modernizing on-prem data architecture to digital cloud strategy. -
Financial Reporting Asset ManagementCredit Suisse Mar 2015 - Jan 2019Greater New York City AreaProject lead for implementing regulatory requirements such as Intermediate Holding Company (IHC), and Form ADV to the FRAMES financial platform. The FRAMES platform provides services such as GL bookings, sub-ledger analytics, and financial reporting.Key role in architecting a financial Party to Party model which was a critical component of the FRAMES platform which was awarded 2015 iCMG Global Enterprise & IT Architecture Excellence Award and Top 50 Global Business CIOs. -
Fintech Robo-AdvisoryAdvisorengine Sep 2014 - Feb 2015Greater New York City AreaKey member of the product team to deliver framework for AdvisorEngine, formerly Vanare, a robo-advisor wealth management platform for financial advisors (RIAs) which provides services such as CRM, portfolio advice & management, online account opening, online wealth, and trading that supports Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA). -
It Management ConsultantPerficient Dec 2012 - Feb 2015New York, NyProject lead on ForwardThinkGroup's, now Perficient, management consulting projects for financial services. -
Digital StrategyTiaa-Cref Dec 2012 - Aug 2014New York, NyBring to market Unified Desktop (UD), a new platform for RIA's to manage their business. UD provides client information aggregated from over 10 various systems to our wealth advisors and the national call center, giving a comprehensive summary of a client’s recent contact history, portfolio information, alerts and more. Product domains include retirement, brokerage, trust, annuity, and mutual fund products. -
Alternative Investments FinanceCredit Suisse Asset Management Apr 2011 - Dec 2012New York, NyMember of the Alternative Investments Finance IT group that primarily manages systems & processes for all finance related operations. -
Senior Product ManagerMorgan Stanley Smith Barney Oct 2009 - Apr 2011New York, NyManaged FA Dashboard platform and other financial advisor compensation (FA Comp) projects for the combined legacy Morgan Stanley and legacy Smith Barney Organizations. Responsible for business process re-engineering including looking for opportunities for system enhancement in addition to automating capabilities. -
Senior ConsultantIbm Global Business Services Oct 2009 - Jun 2010New York, NyJoint initiative on IBM's consulting services team to build and expand Financial Compensation platform functions for Morgan Stanley Smith Barney. -
Project Manager/Business AnalystU.S. Trust, Bank Of America Private Wealth Management Sep 2006 - Oct 2008New York, NyProvide strategic fintech solutions for the Alternative Investments group at U.S. Trust. Building asset management framework for private equity, hedge fund, and REIT assets. Platform capabilities include: CRM, marketing, asset allocation, portfolio management, fund administration, and reporting analytics. -
Technical AnalystJp Morgan Private Bank Jul 2005 - Sep 2006Bringing Morgan Online in-house, a wealth management website that enabled private bank clients to view their accounts online and run investment reports. The actual services provide by prior RMG were the data warehousing of all client account information which also includes their actual investment positions. -
Technology AnalystNorthrop Grumman Corporation May 2003 - Jul 2005Analyst in the Simulation team, building monte carlo real world event simulation for maritime and air warefare.
Patrick Kim Skills
Patrick Kim Education Details
Frequently Asked Questions about Patrick Kim
What company does Patrick Kim work for?
Patrick Kim works for Sonarx (Formerly Sonarverse)
What is Patrick Kim's role at the current company?
Patrick Kim's current role is Founder & CEO @ SonarX (Formerly Sonarverse).
What is Patrick Kim's email address?
Patrick Kim's email address is pa****@****mco.com
What is Patrick Kim's direct phone number?
Patrick Kim's direct phone number is +191737*****
What schools did Patrick Kim attend?
Patrick Kim attended State University Of New York At Stony Brook.
What are some of Patrick Kim's interests?
Patrick Kim has interest in Llc, Peter Ha Golf, Fiddler's Elbow Country Club, Vincent Golod, Storiphilia, กอลฟคลบ โมดฟาย, By David Parrucchieri, โปร เสธ, Marcos Miguel Moragues Soler, Jeremy J.
What skills is Patrick Kim known for?
Patrick Kim has skills like Financial Analysis, Sdlc, Business Analysis, Strategy, Derivatives, Vendor Management, Business Intelligence, Risk Management, Investments.
Not the Patrick Kim you were looking for?
-
Patrick Kim
San Francisco Bay Area -
Patrick Kim
New York, Ny1mckinsey.com -
Patrick Kim
New York, Ny5me.com, patrickskim.com, gmail.com, gmail.com, policygenius.com1 (855) 6XXXXXXX
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial