Sanjay Sharma serves as Forum’s Chief Technology Officer, in addition to a financial advisor. Prior to joining Forum, Sanjay co-founded Bridge Financial Technology, in which he led product and client success. Bridge worked with both Registered Investment Advisers, as well as other banks and fintechs on the enterprise side. He previously served as head of customer operations at Alternativ, Inc., where he was a part of the executive team. He has over 10 years of experience in the financial services industry.

Sanjay is a CFA® charterholder. Sanjay earned a master’s degree in corporate finance from the University of Amsterdam in the Netherlands. He holds a bachelor’s degree in biology and business from Kalamazoo College in Kalamazoo, Michigan.