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Author: Dean Kim

Dean Kim is an Executive Director, Research Analyst for William O’Neil + Co.. Mr. Kim joined the firm to establish equity research coverage of the financial technology (“fintech”) sector. He has unique insight into the industry’s growth drivers, with broad experience covering the financial sector as an analyst and overhauling corporate business processes as a management consultant. Most recently, Mr. Kim served as Chief Financial Officer of Jios Aerogel Limited, a leading producer of the aerogel nanotechnology-based insulation material. As CFO, he raised more than $5 million in capital and managed liquidity, budgeting, and forecasting. Previously, he was an equity analyst for more than a decade. From 2007–2011, Mr. Kim headed equity research for BNP Paribas’ Korea office and simultaneously covered the banking sector, for which he was ranked number one by the Thomson Reuters/Joong-Ang Daily poll. He was also an equity analyst on Lehman Brothers' proprietary trading desk in Hong Kong, and on an Institutional Investor-ranked small cap team at UBS. Earlier in his career, Mr. Kim, an engineer, worked as a business process redesign specialist at Deloitte Consulting, analyzing the organization-wide processes of utilities and manufacturing companies. Mr. Kim earned a Bachelor’s degree in Electrical Engineering at Yale University, and an MBA from Columbia Business School. Outside of work, Mr. Kim enjoys coaching his kids’ soccer teams and traveling with his family.

O’Neil Financial Sector Weekly

Posted on November 23, 2021November 24, 2021 by Dean Kim

Over the last five sessions:
Leading: Finance-Commercial Loans.
Lagging: Finance-CrdtCard/PmtPr, Finance-Mrtg&Rel Svc and Finance-Consumer Loans.

O’Neil Financial Sector Weekly

Posted on November 16, 2021November 16, 2021 by Dean Kim

Over the last five sessions:
Leading: Finance- Insurance-Acc & Health, Finance-Property REIT, and Insurance-Brokers.
Lagging: Insurance- Insurance-Life, Finance-Mrtg&Rel Svc, Finance-Consumer Loans.

O’Neil Financial Sector Weekly

Posted on November 9, 2021November 9, 2021 by Dean Kim

Over the last five sessions:
Leading: Insurance – Acc & Health; Banks – Super Regional
Lagging: Banks – Foreign

O’Neil Financial Sector Weekly

Posted on November 2, 2021November 2, 2021 by Dean Kim

Over the last five sessions:
Leading: Banks-West/Southwest and Finance-Mrtg&Rel Svc.
Lagging: Finance-CrdtCard/PmtPr and Finance-Consumer Loans

O’Neil Financial Sector Weekly

Posted on October 26, 2021October 26, 2021 by Dean Kim

Over the last five sessions:
Leading: Insurance – Acc & Health; Banks – Super Regional
Lagging: Finance – Consumer Loans

O’Neil Financial Sector Weekly

Posted on October 19, 2021October 19, 2021 by Dean Kim

Over the last five sessions:
Leading: Finance-Mrtg&Rel Svc, Finance-Consumer Loans, and Finance-CrdtCard/PmtPr
Lagging: Insurance-Prop/Cas/Titl, Insurance-Diversified, Finance-Savings & Loan

O’Neil Financial Sector Weekly

Posted on October 12, 2021October 12, 2021 by Dean Kim

Over the last five sessions:
Leading: Insurance-Brokers and Insurance-Acc & Health.
Lagging: Finance-Mrtg&Rel Svc and Finance-Mrtg&Rel Svc.

O’Neil Financial Sector Weekly

Posted on October 5, 2021November 9, 2021 by Dean Kim

Over the last five sessions:
Leading: Banks – West/Southwest
Lagging: Finance – Credit Card/ Payment Processors

O’Neil Financial Sector Weekly

Posted on September 28, 2021September 28, 2021 by Dean Kim

Over the last five sessions:
Leading: Banks-Super Regional, Banks-West/Southwest, and Banks-Southeast
Lagging: Insurance-Diversified, Financial Svcs-Specialty, Finance-Property REIT

O’Neil Financial Sector Weekly

Posted on September 21, 2021September 21, 2021 by Dean Kim

Over the last five sessions:
Leading: Finance-Mrtg&Rel Svc and Insurance-Diversified.
Lagging: Banks-Money Center, Insurance-Life, and Finance-Investment Mgmt

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