Ramesh H. Vaswani

Pioneer
DISC Type : SDi

Chief Technology Officer at Carson Group

Nashua, New Hampshire, United States

Overview

Ramesh H. Vaswani is the Chief Technology Officer at Carson Group, an entrepreneurial engineering executive skilled in digital transformation and global technology strategy. Educated at MIT Sloan and Boston University, people who have worked with him often describe him as an innovative, strategic leader with strong domain knowledge and a great personality.

Outside of his executive roles, Ramesh has a strong entrepreneurial spirit, having co-founded several private startups. He channels his expertise into mentoring and coaching other executive leaders on strategic decision-making and product architecture, demonstrating a passion for fostering leadership and innovation in others.

Unique fact: Ramesh is a multiple software patent holder, with inventions including a "Method and Apparatus of Graphical Panning" and a "Method and Apparatus of Schematic Routing. "

Personality Overview

Driven But Considerate

Dynamic But Sincere

Friendly But Fast

If they are convinced, they can become very strong champions for your product  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

WealthTech Innovation
As CTO of Carson Group, his focus is on developing solutions to empower financial advisors and enhance client services in the wealth management space.
Digital Transformation
He has a proven track record of leading digital transformation initiatives at major firms like Envestnet and The Hanover Insurance Group, aligning technology with business goals.
AI in Finance
His experience includes leading AI strategy and overseeing machine learning applications within a multi-trillion dollar asset management context.

Media Appearances

Carson Group Nabs CTO From Envestnet - ThinkAdvisor. Featured in ThinkAdvisor

See Now

Work History

3-2025
Chief Technology Officer at Carson Group
11-2001
CEO/President/Principal at Techno Jocks, LLC
6-2015 - 3-2025
Group Head | Experience and Ecosystems Architecture, Engineering, Governance and Integration at Envestnet, Inc
1-2015 - 9-2015
Lead/Enterprise Architect/Consultant at The Hanover Insurance Group
10-2014 - 12-2014
CTO at Mitra Capital LLC

Education

2010 - 2012
Strategy and Innovation from MIT Sloan School of Management
2005 - 2006
Master’s Degree from Questrom School of Business, Boston University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Nashua, New Hampshire, United States Job Level : Leadership Designation : Chief Technology Officer at Carson Group
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Insights For Selling To Ramesh H.

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • Keep your pitch focused on the impact but nurture the relationship too
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ramesh H. is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Ramesh H.

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Ramesh H. move?

  • They are generally fast movers and can take quick decisions
  • Can Ramesh H. take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Ramesh H.

Personality Compatibility


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