Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management
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location

Miami, FL

Sanjay Sharma

Head of Customer Operations

Sanjay Sharma, CFA® works with alternative investment sponsors to conduct due diligence of new investment opportunities in private markets for our clients. Sanjay also co-founded Bridge Financial Technology where he onboarded ~$55 billion and managed the reconciliation process across all liquid and illiquid investments. Prior to that, Sanjay was a consultant for Duff & Phelps, where he built and managed models for valuing public and private companies and private transactions.

Experience

Compound Planning

1 year

BridgeFT

8 years

Qualifications

Chartered Financial Analyst®

CFA®

Duisenberg School of Finance

Master of Science (MSc), Finance - Corporate Finance and Banking

Kalamazoo College

Bachelor of Arts (BA), Biology, Business

Specialities

Investment management

Alternative investments

Business valuation

Financial technology

Advisor enablement

Operations

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