Patrick Kim

Patrick Kim Email and Phone Number

Founder & CEO @ SonarX (Formerly Sonarverse) @ SonarX (Formerly Sonarverse)
Patrick Kim's Location
Irvine, California, United States, United States
Patrick Kim's Contact Details
About Patrick Kim

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.

Patrick Kim's Current Company Details
SonarX (Formerly Sonarverse)

Sonarx (Formerly Sonarverse)

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Founder & CEO @ SonarX (Formerly Sonarverse)
Patrick Kim Work Experience Details
  • Sonarx (Formerly Sonarverse)
    Founder & Ceo
    Sonarx (Formerly Sonarverse) Jan 2022 - Present
    Irvine, California, United States
    Sonarverse, 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.
  • Pimco
    Data Engineering
    Pimco Jan 2019 - Jan 2021
    Newport Beach, California, United States
    Lead role in bringing Snowflake "big data" cloud computing to PIMCO's fixed income business. Modernizing on-prem data architecture to digital cloud strategy.
  • Credit Suisse
    Financial Reporting Asset Management
    Credit Suisse Mar 2015 - Jan 2019
    Greater New York City Area
    Project 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.
  • Advisorengine
    Fintech Robo-Advisory
    Advisorengine Sep 2014 - Feb 2015
    Greater New York City Area
    Key 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).
  • Perficient
    It Management Consultant
    Perficient Dec 2012 - Feb 2015
    New York, Ny
    Project lead on ForwardThinkGroup's, now Perficient, management consulting projects for financial services.
  • Tiaa-Cref
    Digital Strategy
    Tiaa-Cref Dec 2012 - Aug 2014
    New York, Ny
    Bring 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.
  • Credit Suisse Asset Management
    Alternative Investments Finance
    Credit Suisse Asset Management Apr 2011 - Dec 2012
    New York, Ny
    Member of the Alternative Investments Finance IT group that primarily manages systems & processes for all finance related operations.
  • Morgan Stanley Smith Barney
    Senior Product Manager
    Morgan Stanley Smith Barney Oct 2009 - Apr 2011
    New York, Ny
    Managed 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.
  • Ibm Global Business Services
    Senior Consultant
    Ibm Global Business Services Oct 2009 - Jun 2010
    New York, Ny
    Joint initiative on IBM's consulting services team to build and expand Financial Compensation platform functions for Morgan Stanley Smith Barney.
  • U.S. Trust, Bank Of America Private Wealth Management
    Project Manager/Business Analyst
    U.S. Trust, Bank Of America Private Wealth Management Sep 2006 - Oct 2008
    New York, Ny
    Provide 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.
  • Jp Morgan Private Bank
    Technical Analyst
    Jp Morgan Private Bank Jul 2005 - Sep 2006
    Bringing 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.
  • Northrop Grumman Corporation
    Technology Analyst
    Northrop Grumman Corporation May 2003 - Jul 2005
    Analyst in the Simulation team, building monte carlo real world event simulation for maritime and air warefare.

Patrick Kim Skills

Financial Analysis Sdlc Business Analysis Strategy Derivatives Vendor Management Business Intelligence Risk Management Investments

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.

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