Tirdad Shojaie is SVP of Product, Marketing and Business Strategy across Wealth and Global Institutional Investment Management for Fiserv. He has 22 years management experience with a focus on wealth and investment management, and advisory business and products. Tirdad also has extensive experience in strategy and development for SaaS and ASP applications, and in managing operations centers supporting wealth and investment management firms.
Tirdad pioneered web-based workstation systems to deliver financial and enterprise-level information and products to investment managers, brokerage firms, back-office operations groups and financial advisors, as well as their high net worth clients. He has an established record of running operations and technology companies focused on providing solutions to stakeholders in Separately Managed Accounts (SMA), institutional asset management and capital markets.
Prior to Fiserv, Tirdad was the partner in charge of the Wealth Management and Asset Servicing practice in North America at Kurt Salmon, a global management consulting firm. His client list included, Merrill Lynch, BNP Paribas, Fidelity, Citi Private Banking and Fiserv. Earlier in his career, Tirdad worked at Bank of New York Mellon, Lockwood Financial, Osprey Partners, and was also an original partner and Senior Programmer Analyst for Security APL, later acquired by Fiserv.