Satwik Sharma, CFA in

Satwik Sharma, CFA

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Corporate Development at TD
📍 Toronto, Ontario, Canada

Satwik Sharma is a corporate development and strategy professional at TD, with extensive experience in technology investment banking and M&A from his time at Raymond James and BMO. A CFA charterholder and Rotman MBA graduate, he has co-authored a chapter in a book on financial technology, showcasing his expertise in the sectors evolution.

Residing in Toronto with his wife, Satwik is an active volunteer in various community initiatives. This commitment to community service was recognized when he received the Rotman Leader to Watch Award. His interests include the application of AI for small businesses and developments within health technology.

He was a recipient of the inaugural Leader to Watch Award from the Rotman School of Management in 2018 for his professional success and community contributions.

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Experience
11 Years
Current Role
Corporate Development
Location
Toronto, Ontario, Canada
Personality Overview

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Decision Approach
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Priorities

Topics Satwik cares about

Financial Technology
Co-authored a chapter in the book "The Technological Revolution in Financial Services, " demonstrating his expertise on the topic.
Technology Investment
Has a strong background in this area, having served as Vice President of Technology Investment Banking at Raymond James.
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Career

Work history

8-2024
Corporate Development
TD
2-2022 - 6-2024
Vice President, Technology Investment Banking
Raymond James
12-2020 - 2-2022
Investment Banking Associate - Communications, Media and Technology
TD
3-2018 - 12-2020
Investment Banking Associate - Real Estate
TD
7-2016 - 12-2017
Investment Banking Associate, Mergers & Acquisitions
BMO Capital Markets
In the press

Media appearances

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Education
Master of Business Administration (MBA)
University of Toronto - Rotman School of Management
Post Graduate Diploma in Computer-aided Management (PGDCM)
Indian Institute of Management, Calcutta
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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