Kinshuk Datta
About Kinshuk Datta
Kinshuk Datta is a Product Manager with over 15 years of experience in the wealth and investment management sectors. He has held various roles, including Vice President at Goldman Sachs and Implementation Manager at Charles River Development, and currently works at AdvisorEngine.
Current Role at AdvisorEngine
Kinshuk Datta has been serving as a Product Manager at AdvisorEngine since 2020. In this role, he focuses on enhancing the product offerings to better meet the needs of financial advisors and their clients. His responsibilities include overseeing product development and ensuring that the solutions provided align with industry standards and client requirements.
Previous Experience in Wealth Management
Kinshuk Datta has over 15 years of experience in the wealth and investment management industries. His career includes significant roles such as Vice President at Goldman Sachs from 1999 to 2004, and Implementation Manager at Charles River Development from 2014 to 2019. He has also held positions at NorthStar Systems, SunGard Global Services, and Wilmington Trust, contributing to various aspects of business process transformation and investment management.
Educational Background
Kinshuk Datta completed his high school education at Boulder High School from 1982 to 1985. He then pursued higher education at the University of Colorado Boulder, where he studied Computer Applications and Mathematics, earning a Bachelor of Arts degree from 1987 to 1991.
Technical Skills and Specializations
Datta specializes in enabling financial advisors to define comprehensive views of client objectives, tax considerations, and eligibility-related directives. He possesses extensive expertise in front and middle office functions, including client onboarding, financial planning, portfolio construction, trade execution, and client reporting. His experience also includes working with open architecture and managed account distribution platforms.
Career Progression and Roles
Throughout his career, Kinshuk Datta has held various roles that have contributed to his expertise in the financial sector. He worked as a Software Developer at Xerox Corp and NEC Systems Laboratory early in his career. Later, he transitioned into management roles, including Director of Professional Services at NorthStar Systems and Lead Senior Consultant at SunGard Global Services, before moving into product management.