Vivek Sharma

Vivek Sharma Email and Phone Number

Senior Financial Advisor @ Gwynedd Wealth Partners | Investment Management, Financial Planning @ Gwynedd Wealth Partners
Vivek Sharma's Location
Greater Philadelphia, United States, United States
Vivek Sharma's Contact Details

Vivek Sharma personal email

n/a

Vivek Sharma phone numbers

About Vivek Sharma

I am inspired by meeting thankful, encouraging, and forward-thinking people who like to build with passion, invest in tomorrow, and realize growth through collaboration. Are you open and available to build genuine relationships? Here are a few ways I can help:1. Investment & Financial Planning: I am passionate about building your financial roadmap that can make your financial journey smooth by aligning your financial goals with innovative strategies for building wealth.2. Pharma and Healthcare Insights: With my background in pharma and biotech, I am inspired by passionate scientists and remarkable healthcare leaders who realize breakthrough ideas. Check how you can leverage that.3. Introductions: I like to connect the wealthy and the passionate. Tell me what you enjoy building, and maybe I or my associates can introduce you to someone who values that immensely.Have you tried setting assumptions aside while meeting new people? Try it. It is refreshing! https://calendly.com/viveksharma/linkedin

Vivek Sharma's Current Company Details
Gwynedd Wealth Partners

Gwynedd Wealth Partners

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Senior Financial Advisor @ Gwynedd Wealth Partners | Investment Management, Financial Planning
Vivek Sharma Work Experience Details
  • Gwynedd Wealth Partners
    Senior Financial Advisor
    Gwynedd Wealth Partners Jan 2014 - Present
    Plymouth Meeting, Pa, Us
    At Gwynedd Wealth Partners, I am committed to providing top-notch investment management and financial planning advice to individuals, families and small-businesses. I specialize working with pharmaceutical executives and healthcare professionals.As a fee only, independent advisor, we provide an unbiased perspective and help create a financial plan with only your best interest in mind.
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  • Cfa Institute
    Member
    Cfa Institute Aug 2017 - Present
    Charlottesville, Va, Us
    View

Vivek Sharma Skills

Financial Analysis Portfolio Management Strategy Pharmaceutical Industry Investments Management Financial Modeling Financial Planning Investment Management Project Management Due Diligence Wealth Management Finance Biotechnology Industry Strategic Financial Planning Investment Advisory Equity Research Analysis Emerging Markets

Vivek Sharma Education Details

  • Texas A&M University
    Texas A&M University
    Biochemistry And Biophysics
  • Indian Institute Of Science (Iisc)
    Indian Institute Of Science (Iisc)
    Molecular Biophysics
  • Jawaharlal Nehru University
    Jawaharlal Nehru University
    Biotechnology
  • Panjab University
    Panjab University
    Biophysics

Frequently Asked Questions about Vivek Sharma

What company does Vivek Sharma work for?

Vivek Sharma works for Gwynedd Wealth Partners

What is Vivek Sharma's role at the current company?

Vivek Sharma's current role is Senior Financial Advisor @ Gwynedd Wealth Partners | Investment Management, Financial Planning.

What is Vivek Sharma's email address?

Vivek Sharma's email address is vi****@****tia.com

What is Vivek Sharma's direct phone number?

Vivek Sharma's direct phone number is +126764*****

What schools did Vivek Sharma attend?

Vivek Sharma attended Texas A&m University, Indian Institute Of Science (Iisc), Jawaharlal Nehru University, Panjab University.

What skills is Vivek Sharma known for?

Vivek Sharma has skills like Financial Analysis, Portfolio Management, Strategy, Pharmaceutical Industry, Investments, Management, Financial Modeling, Financial Planning, Investment Management, Project Management, Due Diligence, Wealth Management.

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