Vivek Sharma Email & Phone Number
Senior Financial Advisor @ Gwynedd Wealth Partners
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Vivek Sharma Location
- Philadelphia, PA, US
Vivek Sharma Work
- Senior Financial Advisor @ (January 2014 - Present)
- Member @ (August 2017 - Present)
Vivek Sharma Education
- Texas A&M University
Post-Doc./Research Scientist (Biochemistry and Biophysics)
1996-1999 - Indian Institute of Science (IISc)
Ph.D. (Molecular Biophysics)
1990-1996 - Jawaharlal Nehru University
M.Sc. (Biotechnology)
1988-1990 - Panjab University
B.Sc. Honors (Biophysics)
1985-1988
Vivek Sharma Skills
- Affluent
- Analytical Skills
- Asset Allocation
- Biotechnology Industry
- Business Relationship Management
- Certified Financial Planner
- Chartered Financial Analyst
- Communication
- Constructive Feedback
- Due Diligence
- Emerging Markets
- Equity Research Analysis
- External Clients
- FINRA
- Finance
- Financial Analysis
- Financial Goals
- Financial Modeling
- Financial Planning
- Fixed-Income Investing
- Insurance
- Interpersonal Communication
- Investment Advisory
- Investment Decisions
- Investment Management
- Investment Policy Statements
- Investment Strategies
- Investments
- Leadership
- Management
- Oral Communication
- Pharmaceutical Industry
- Portfolio Management
- Presentation Skills
- Presentations
- Project Management
- Relationship Building
- Sales Acumen
- Series 65
- Stakeholder Management
- Strategic Financial Planning
- Strategy
- Structured Notes
- Wealth Management
- Wealth Management Services
- Wealth Transfer
- Mathematics
- CISA
- Hiring
- PowerPoint
- R
- Consulting
- CPA
- Computational Modeling
- Accounting
- Discover
- Comparison
- Dimensional
- Exams
- CISSP
- Adobe Contribute
- Detail Oriented
- Curriculum Design
- Versed
- Fas 133
- Consideration
- Voice And Data Convergence
- Biotechnology
- Healthcare
- Life Sciences
- FAS
- Level Iii
- Hear
- Team Oriented
- Financial Accounting
- Microsoft Office
- Microsoft Word
- Fin
- Microsoft Excel
- Pharmaceutical Companies
- Pharmaceutics
- US GAAP
- Deloitte
- Training
- Fas 157
- CIA
- Well Organized
- Travel
- SSRS
- IFRS
- Informatics
- Strategic Financial
- Scientists
- Research
- GAAP Standards
- Conceptual Modeling
- Written
- Financial Markets
Vivek Sharma Summary
- Vivek Sharma, based in Philadelphia, PA, US, is currently a Senior Financial Advisor at Gwynedd Wealth Partners. Vivek Sharma brings experience from previous roles at CFA Institute. Vivek Sharma holds a 1996 - 1999 Post-Doc./Research Scientist in Biochemistry and Biophysics @ Texas A&M University. With a robust skill set that includes Affluent, Analytical Skills, Asset Allocation, Biotechnology Industry, Business Relationship Management and more. Vivek Sharma has 3 emails and 2 mobile phone numbers on RocketReach.
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