Himalayas logo
PR
Open to opportunities

Patrick Roche

@patrickroche

Client-focused financial services leader driving operational excellence.

United States
Message

What I'm looking for

I seek a client-centric role where I can lead operational improvements, manage onboarding and custody operations, collaborate cross-functionally, and mentor teams while delivering exceptional service and measurable business results.

I am a client-focused financial services professional with over 16 years supporting high-net-worth and institutional clients through white-glove service, operational management, onboarding, and process improvement. I have managed custodial operations for a high-performance fund custody team overseeing $26 billion in assets under custody and supported final-stage sales that contributed to over $10 million in new business.

As a Product Owner and former Director, I prioritize product backlogs, cultivate stakeholder relationships, mitigate project risks, and lead onboarding efforts including API setups and KYC processes. I hold a Lean Six Sigma Green Belt and SAFE6 Product Owner/Product Manager certification, and I leverage tools such as Salesforce, Azure DevOps, SharePoint, and Microsoft Office to drive measurable improvements in service levels and operational efficiency.

Experience

Work history, roles, and key accomplishments

IL

Director

Inspira Financial Trust, LLC

Jan 2013 - Jan 2022 (9 years)

Managed custodial operations and client service for a Fund Custody team overseeing $26B AUC, supported sales resulting in $10M+ new business, and led onboarding and daily cash transaction processes while ensuring compliance.

Education

Degrees, certifications, and relevant coursework

Murray State University logoMU

Murray State University

Bachelor of Science, Finance

Completed a Bachelor of Science in Finance in December 2007 with coursework focused on financial principles and analysis.

Tech stack

Software and tools used professionally

Find your dream job

Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan
Patrick Roche - Product Owner - Inspira Financial Trust, LLC | Himalayas