Sar***oel
Education
Yale School of Management (2021 - 2022)
- Degree: Master's degree
- Field of Study: Asset Management
- Description: Relevant Coursework - Financial Econometrics using Machine Learning (PhD), Behavioural Finance (PhD), Asset Pricing Theory, Quantitative Investing, Investment Analysis & Private Equity, Hedge Fund Strategies, Hedging using Financial Instruments, Macroeconomic Strategies, Product Management, Risky Credit
University of California, Berkeley, Haas School of Business (2019 - 2019)
- Degree: Berkeley Haas Global Access Program
- Field of Study: Business Administration and Management, General
- Description: Delivered the Valedictorian Speech GPA: 9.7/10
Shiv Nadar University (2016 - 2020)
- Degree: Bachelor’s Degree
- Field of Study: Business Administration and Management, General
- Description: Recipient of 100% Scholarship Dean's List (2018, 2019)
Skills:
Management, Product Development, Entrepreneurship, Financial Markets
Work Experience:
Co-Founder at Pocketful
- Location: New Delhi, Delhi, India
- Duration: 2022-06 to Present
- Description:
Head - Digital Strategy at Pace Stock Broking Services Pvt. Ltd.
- Location: New Delhi, Delhi, India
- Duration: 2022-06 to 2023-09
- Description:
Private Institutional Clients (PIC Desk) at Alex. Brown, a Division of Raymond James
- Location: New York, United States
- Duration: 2022-02 to 2022-06
- Description:
Digital initiatives at Pace Stock Broking Services Pvt. Ltd.
- Location: India
- Duration: 2020-07 to 2021-08
- Description:
Entrepreneur In Residence at India Accelerator
- Location: India
- Duration: 2020-01 to 2020-06
- Description:
Candidate Intelligence Report
AI-powered analysis from the perspective of a US hiring director — evaluating career continuity, growth trajectory, and role fit.
Career Continuity & Risk Assessment
A minor gap of about 6 months between 2021-08 and 2022-02 is present. Industry consistency is moderate due to shifts between entrepreneurship, fintech, and consulting-like roles, with some geographic moves. Tenure stability shows several short stints (EIR 6 months; PIC Desk 4 months) alongside concurrent roles as Co-Founder, signaling potential concerns around long-term commitment, though Firebase of leadership roles and a Yale SOM MBA mitigate risk. Education aligns well with career direction.
The candidate has concurrent roles (Head at Pace and Co-Founder at Pocketful) from 2022 onward, which can raise questions about focus or role clarity in a US recruiter context, though it demonstrates bandwidth and entrepreneurial drive.
Geographic relocation to New York for a brief period (2022-02 to 2022-06) adds cross-border experience but also potential visa or relo risk for some US employers; however, the experience is relevant to US markets and global fintech.
Education-Career Match is strong: Yale School of Management MBA aligns with strategic leadership, product development, and entrepreneurship in financial services; skills support long-term leadership in fintech/financial markets.
Career Growth Curve
Best-Fit Roles (Top 5)
Chief Product Officer, FinTech Platform96% fit
Strong blend of product development, entrepreneurial leadership, and financial markets experience; prior co-founder and Yale MBA; well-suited to own product strategy and go-to-market for a FinTech platform.
Vice President / Head of Digital Transformation, Financial Services92% fit
Proven track record leading digital initiatives in financial services with cross-border exposure; leadership in a broker/fintech environment aligns with US market needs.
General Manager - Digital & Growth, WealthTech Startup85% fit
Entrepreneurial background and growth-focused roles position the candidate well to drive strategy, product-market fit, and expansion at a growth-stage WealthTech startup.
Director of Product Management - Financial Markets / Brokerage Tech78% fit
Strong product and market understanding with experience in brokerage tech; suitable for leading product roadmaps and client-focused features.
Entrepreneur in Residence / Head of Growth, FinTech Accelerator or VC-backed Portfolio72% fit
EIR background and startup ecosystem exposure fit early-stage FinTech accelerators or portfolio growth roles; may be most suitable for advisory or leadership in incubator settings.
Related Sourcing Channels
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