Kinshuk Datta
Product Manager @Advisorengine
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WORK HISTORY
Product Manager @Advisorengine
NY, US
EDUCATION
University of Colorado Boulder
BA, Computer Applications & Math
SKILLS
ABOUT KINSHUK DATTA
As a Product Manager, I leverage ~ 20 years of experience and expertise in wealth/investment management industries to deliver innovative and user-friendly FinTech solutions.My mission is to use FinTech to enable advisors and investors in achieving their financial goals per best-in-class products and services.I focus on the analysis and transformation of business processes, requirements elaboration, product & project management, ultimately delivering solutions tailored to client satisfaction.My core competencies include designing and configuring portfolio management workflows, inclusive of enabling advisors to manage their clients\' objectives, asset allocation, facilitating investment research/analysis, portfolio construction, trading and reporting of suitable investments. I have extensive knowledge of front/middle office functions, UMA, SMA, MSP, MF Wrap programs, open architecture/managed account distribution platforms and Alternative Investments.
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