Sanjay Sharma, CFA
Login to view DISC.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.
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