Patrick Yip

About Patrick Yip

Experienced technology leader with a demonstrated history of working in the financial services industry. Skilled in applying his critical thinking and problem solving skills to consult and collaborate with key executives at strategic clients to create the clients’ desired technology experience and outcomes. Has more than 25 years of experience in information technologies in the financial industry. Prior to his current role at Pershing, Patrick held a number of other positions including the Head of Technology Strategy for Pershing Advisor Solutions as well as product management responsibilities for Integration, Data Analytics and Workflow. He also led the Enterprise Solutions product team at Albridge, an affiliate of Pershing, where he was responsible for the strategy, execution and P&L for business intelligence, compliance, document management and compensation management solutions. Prior to joining Pershing, he developed data warehouse solutions for major insurance companies, credit card companies and fashion retailers.Strong professional with a Bachelor of Science and Engineering focused in Systems Engineering from University of Pennsylvania. He completed the Securities Industry Institute program at The Wharton School at the University of Pennsylvania.

Experience

1. Director, Technology Solutions Architect

   BNY Pershing

   Sep 2017 — Present · New York, NY, US

   Applies critical thinking and complex problem solving skills to consult and collaborate with key strategic clients to create the clients’ desired technology experience and outcomes, leveraging the breadth of Pershing’s solutions.

Education

• University of Pennsylvania

  Bachelor of Science and Engineering, Systems Engineering

  1984 — 1988

Skills

• Equities
• Data Warehousing
• Fixed Income
• Series 7
• IT Strategy
• Relationship Management
• Business Analysis
• Enterprise Software
• Trading Systems
• Risk Management
• Securities
• Portfolio Management
• Financial Services