Dan Kim
About Dan Kim
Dan Kim serves as the Chief Financial Officer at Ottimate, having previously held senior financial roles at various institutions including Macquarie Group and Merrill Lynch. He holds a BA in Philosophy from Pomona College and an MBA in Finance from UCLA Anderson School of Management.
Work at Ottimate
Dan Kim currently serves as the Chief Financial Officer at Ottimate, a position he has held since 2023. His role involves overseeing the financial operations and strategic financial planning of the company. Located in the Los Angeles Metropolitan Area, he contributes to Ottimate's financial strategy and management.
Previous Experience in Finance
Dan Kim has extensive experience in the finance sector. He worked at Macquarie Group as a Senior Vice President from 2008 to 2013. Prior to that, he served as a Financial Analyst at Merrill Lynch from 2000 to 2002. His career also includes roles at H.I.G. Capital as a Portfolio Optimization Finance Operating Partner from 2018 to 2021, and as an Associate at Jefferies & Company from 2006 to 2008.
Entrepreneurial Ventures
Dan Kim co-founded CaregiverChecks.com, where he worked from 2015 to 2017. He also co-founded Veritable Screening, contributing to the company from 2014 to 2017. These ventures highlight his entrepreneurial skills and ability to develop businesses in the financial sector.
Educational Background
Dan Kim holds a Bachelor of Arts in Philosophy from Pomona College, where he studied from 1993 to 1997. He furthered his education by earning a Master of Business Administration in Finance from UCLA Anderson School of Management, studying from 2002 to 2004. Additionally, he briefly attended Oxford University in 1996 and East China Normal University in the same year.
Early Career
Dan Kim began his career as a Forecasting & Planning Analyst at The North Face from 1998 to 2000. He then worked at Houlihan Lokey as an Associate from 2004 to 2006. His early roles provided him with foundational experience in financial analysis and planning.