Rajesh Sharma in

Rajesh Sharma

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SVP CIO Investment Execution Services at LPL Financial
📍 Charlotte Metro, United States

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.

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Experience
13 Years
Current Role
SVP CIO Investment Execution Services
Location
Charlotte Metro, United States
Personality Overview

How Rajesh shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rajesh cares 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.
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Career

Work history

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

Media appearances

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Education

Rajesh has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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