Sanjay Sharma, CFA

Inquirer
DISC Type : cd

Chief Technology Officer at Forum Financial Management, LP

United States

Overview

Sanjay Sharma is the Chief Technology Officer at Forum Financial Management, leveraging his expertise as a CFA Charterholder and co-founder of Bridge Financial Technology. He specializes in developing data-driven, cloud-based platforms to transform wealth management and empower independent financial advisors, focusing on efficiency in operations, trading, and billing.

Outside of his professional life, Sanjay has a keen interest in travel. His academic background is notable, having received a full, merit-based scholarship for distinction in mathematics and science to attend Kalamazoo College, showcasing a long-standing aptitude for analytical subjects before pursuing his masters in finance.

Unique fact: Instead of starting from scratch, Sanjay co-founded his first company by acquiring a 15-year-old software business and pivoting its technology.

Personality Overview

Demanding

Upfront

Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

FinTech Innovation
Co-founded Bridge Financial Technology to build a modern, cloud-based platform aimed at solving operational pain points for independent investment advisors.
Wealth Management
His career is dedicated to building technology for wealth managers, with a focus on improving portfolio management, reporting, and billing processes.
Entrepreneurship
Demonstrated an entrepreneurial approach by acquiring an existing company to enter the FinTech market, rather than building a new one from the ground up.

Media Appearances

Sanjay has no verified media appearances

Work History

8-2025
Chief Technology Officer at Forum Financial Management, LP
9-2015
Co-Founder at Bridge Financial Technology
6-2015 - 8-2015
Summer Internship at Duff & Phelps
6-2013 - 8-2013
Audit at Royal Bank of Scotland

Education

2014 - 2015
Master of Science (MSc) from Duisenberg School of Finance
2010 - 2014
Bachelor of Arts (BA) from Kalamazoo College

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : Leadership Designation : Chief Technology Officer at Forum Financial Management, LP
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Insights For Selling To Sanjay

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers

DONT's

  • Avoid long winding pitches, stay objective
  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sanjay is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Sanjay

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Sanjay move?

  • Their decision making speed is somewhere in the middle.
  • Can Sanjay take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Sanjay

Personality Compatibility


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