Patrick Roche
@patrickroche
Client-focused financial services leader driving operational excellence.
United StatesWhat I'm looking for
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
Product Owner
Inspira Financial Trust, LLC
Jan 2022 - Sep 2024 (2 years 8 months)
Managed and prioritized product backlog to support operational and client-facing initiatives, cultivated stakeholder relationships, and identified risks with mitigation strategies to keep projects on schedule.
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
MUMurray 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
Availability
Location
United StatesAuthorized to work in
Salary expectations
Job categories
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