Sandeep Saini in

Sandeep Saini

Examiner · DISC type cs
Chief Information Officer at Evercore
📍 New York, New York, United States

Sandeep Saini is the Chief Information Officer at Evercore, leveraging his expertise from prior leadership roles at Bank of America Merrill Lynch. With an MBA from Rutgers and a background in engineering, he drives technology strategy and is actively pushing innovation in financial services, particularly in AI and machine learning.

He champions the philosophy that "innovation is a team sport, " fostering transformative ideas from his technology and banking teams.

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Current Role
Chief Information Officer
Location
New York, New York, United States
Personality Overview

How Sandeep shows up

Status Quo Seeker
Tough To Convince
Process Oriented

They are always well-planned and adopt a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. Being observant comes to them naturally.

Priorities

Topics Sandeep cares about

AI in Finance
He is actively recruiting for his team to push boundaries on ML and AI, focusing on developing leading-edge use cases within Evercore.
Fostering Innovation
Promotes a collaborative approach to innovation, as shown by his enthusiasm for an internal "Innovation Day" event to generate transformative ideas from across teams.
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Career

Work history

6-2025
Chief Information Officer
Evercore
7-2022 - 6-2025
Managing Director, Global Head of Business, Commercial, Corporate and Investment Banking Technology
Bank of America Merrill Lynch
9-2020 - 6-2025
Managing Director, Global Head of Corporate and Investment Banking Technology
Bank of America Merrill Lynch
2-2017 - 9-2020
Managing Director, Head of Global Markets Sales, Research and Capital Markets Technology
Bank of America Merrill Lynch
4-2006 - 9-2007
CTO
AST Equity Plan Solutions (Fintech Startup)
In the press

Media appearances

Sandeep Saini - EVR | Evercore Inc. Cl A - Wall Street Journal. Featured in Wall Street Journal
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Education
1998 - 2002
MBA
Rutgers University–Newark
1991 - 1995
Bachelor Of Engineering
Punjab Engineering College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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