- As the founder of the firm, Sanjay is the guardian of the core principles of Bluesphere Advisors.
- He holds the following qualifications:
- Chartered Financial Analyst (CFA) designation
- Certified Financial Planner (CFP)
- Masters in Business Administration in Finance (MBA)
- Chartered Accountant from India
- Cost Accountant from India
- Has 13 years of experience in this industry with Ameriprise Financial Services Inc.
- Prior to this industry he worked as a public accountant in corporate finance, audit and accounting.
- At age 26, he was the youngest Senior Manager- Finance, at Calyx Chemicals and Pharmaceuticals Ltd (India) responsible for project finance, profitability analysis and financial strategy.
- He served as an adjunct professor at Saint Joseph’s University, Philadelphia, teaching Finance, Investments, and Statistics to undergraduate, graduate and executive MBA level students.
- Sanjay serves on the following Boards:
- Financial Planning Association Philadelphia Chapter.
- Asian American Chamber of Commerce.
- Himalayan Hope Foundation (A non-profit dedicated to educating under-privileged girls in India).
- Sanjay is married to wife Nora and they have a 2 year old daughter Ria and Doberman Blaze.
- Sanjay is passionate about planet earth and its diversity of lifeforms, particularly coral reefs.