Philip Kim, CFA in

Philip Kim, CFA

Enthusiast · DISC type i
Partner at Old Post Partners
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
2 Years
Current Role
Partner
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Philip shows up

Amiable & Agreeable
Optimistic
Consensus Focused

They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Philip cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

Partner
Old Post Partners
1-2022 - 11-2024
Head of Product & Pricing, Client Solutions
LGIM America
Global Head of Product Strategy & Client Solutions
MetLife Investment Management
Managing Director, Global Head of Product & Client Solutions | Head of Responsible Investing
Russell Investments
Director, Strategy & Business Development
Russell Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
MBA
NYU Stern School of Business
Bachelor of Science (B.S.)
Columbia Engineering
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Philip. Free, 10 seconds.