Swati Y. in

Swati Y.

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VP Product Management - Wealth & Digital Assets at Broadridge
📍 Toronto, Ontario, Canada

Swati is a fintech and business transformation executive at Broadridge, leading wealth product management with a focus on digital assets and tokenization. With an MBA and a background in computer applications, she has a proven record at BMO and TD. Colleagues describe her as detailed-oriented, professional, and result-oriented.

Interesting fact: She received a CEO Recognition award at TD for leading the launch of a new pricing solution in a record time of just three months.

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Experience
19 Years
Current Role
VP Product Management - Wealth & Digital Assets
Job Level
Senior
Location
Toronto, Ontario, Canada
Personality Overview

How Swati shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Swati cares about

Digital Asset Tokenization
Her current role and professional headline are centered on the evolution of wealth management through tokenization and digital assets.
Wealth Management Evolution
Her career at Broadridge, BMO, and TD has been focused on wealth management, with an emphasis on creating client-centric digital products.
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Career

Work history

1-2025
VP Product Management - Wealth & Digital Assets
Broadridge
6-2023 - 1-2025
Chief Product Owner - Director, Wealth Digital First
BMO
5-2022 - 6-2023
Director - DigiTech Wealth Management
BMO
1-2021 - 5-2022
Senior Manager - Product Strategy Direct Investing
TD
2-2018 - 1-2021
Senior Manager - Wealth Technology & Delivery
TD
In the press

Media appearances

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Education
Master of Business Administration - MBA
MBA
Bachelors of computer applications
Kurukshetra University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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