Satwik Sharma, CFA

Researcher
DISC Type : Cs

Corporate Development at TD

Toronto, Ontario, Canada

Overview

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.

Personality Overview

Detail Oriented

Perfectionist

Cost Conscious

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care 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.
Corporate Development
His current role at TD is focused on corporate development and strategy, indicating a focus on long-term growth and strategic initiatives.

Media Appearances

Satwik has no verified media appearances

Work History

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

Education

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

More Information

Social Presence :

Prographics :

Exp : 11 Location : Toronto, Ontario, Canada Job Level : N/A Designation : Corporate Development at TD
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Insights For Selling To Satwik

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Satwik is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Satwik

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Satwik move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Satwik take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Satwik

Personality Compatibility


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