Rajesh Sharma

Examiner
DISC Type : cs

SVP CIO Investment Execution Services at LPL Financial

Charlotte Metro, United States

Overview

Rajesh Sharma is a technology executive and the SVP CIO of Investment Execution Services at LPL Financial, with a background at Wells Fargo, Bank of America, and Credit Suisse. He holds a Masters in Computer Science from UNC Charlotte and is described by colleagues as an innovative thought leader.

He has a rare blend of leadership, technology, and business skills that drive innovation and execution.

Personality Overview

Status Quo Seeker

Overcautious

Process Oriented

They are thorough and always follow a systematic approach.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Digital Transformation
He is passionate about leveraging his technology and financial services expertise to drive digital transformation initiatives within his organization.
Building Trading Platforms
Has direct experience laying the groundwork and leading the development of complex fixed income trading platforms from his time at Wells Fargo Advisors.
Team Empowerment
Frequently and publicly gives kudos to his team members and is praised by former reports for empowering them with new technologies and creative freedom.

Media Appearances

Rajesh has no verified media appearances

Work History

11-2015 - 4-2019
SVP CIO Investment Execution Services at LPL Financial
12-2013 - 10-2015
SVP Brokerage Products & Engr services Head at Wells Fargo Advisors
6-2011 - 12-2013
Director at Bank of America
4-2010 - 5-2011
VP at Credit Suisse
12-2007 - 4-2010
VP at Citigroup

Education

Rajesh has no verified education history

More Information

Social Presence :

Prographics :

Exp : 13 Location : Charlotte Metro, United States Job Level : N/A Designation : SVP CIO Investment Execution Services at LPL Financial
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Insights For Selling To Rajesh

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rajesh is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Rajesh

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Rajesh move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Rajesh take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Rajesh

Personality Compatibility


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