Suggestions
Patrick Kim
"Product to market" in Fintech and Wealth Management
Patrick Kim working as Project Lead at PIMCO is based out of Irvine, California.2 He played a lead role in bringing Snowflake "big data" cloud computing to PIMCO's fixed income business and modernized on-prem data architecture to a digital cloud strategy.1
Patrick Kim is the Founder and CEO of SonarX (formerly Sonarverse) in Irvine, California.1 Sonarverse, a Snowflake data partner, specializes in blockchain data and institutional-level analytics, offering curated, comprehensive crypto data built on a powerful data infrastructure.1 He has 20 years of experience bringing innovative technology products to market in fintech, wealth management, retail, and private banking, and specializes in leading product teams and managing product delivery.1
His previous roles include:
- Data Engineering at PIMCO From January 2019 to January 2021, he led the adoption of Snowflake cloud computing for PIMCO's fixed income business and modernized the data architecture.1
- Financial Reporting Asset Management at Credit Suisse From March 2015 to January 2019, he was a project lead for implementing regulatory requirements and played a key role in architecting a financial Party to Party model for the FRAMES platform.1
- Fintech Robo-advisory at AdvisorEngine From September 2014 to February 2015, he was a key member of the product team to deliver a framework for AdvisorEngine, a robo-advisor wealth management platform.1
- IT Management Consultant at Perficient From December 2012 to February 2015, he was a project lead on management consulting projects for financial services.1
- Digital Strategy at TIAA-CREF From December 2012 to August 2014, he brought to market Unified Desktop (UD), a new platform for RIAs to manage their business.1
- Alternative Investments Finance at Credit Suisse Asset Management From April 2011 to December 2012, he was a member of the Alternative Investments Finance IT group.1
- Senior Product Manager at Morgan Stanley Smith Barney From October 2009 to April 2011, he managed the FA Dashboard platform and other financial advisor compensation projects.1
- Senior Consultant at IBM Global Business Services From October 2009 to June 2010, he participated in a joint initiative to build and expand Financial Compensation platform functions for Morgan Stanley Smith Barney.1
- Project Manager/Business Analyst at U.S. Trust, Bank of America Private Wealth Management From September 2006 to October 2008, he provided strategic fintech solutions for the Alternative Investments group.1
- Technical Analyst at JP Morgan Private Bank From July 2005 to September 2006, he worked on bringing Morgan Online in-house, a wealth management website.1
- Technology Analyst at Northrop Grumman Corporation From May 2003 to July 2005, he was an analyst in the Simulation team.1
Kim holds a B.S. in Information Systems, Cum Laude, from the State University of New York at Stony Brook.1