Tirdad Shojaie

Managing Director - Head of Platform Strategy @Flyer Financial Technologies

Summit, NJ, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2026 — Present

Managing Director - Head of Platform Strategy @Flyer Financial Technologies

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New York, NY, US

I lead platform strategy, focused on growth and innovation, working across Product, Engineering, and go-to-market teams to help clients and partners create value through modern, scalable platform capabilities.

EDUCATION

1980 — 1986

Boston University

Manufacturing Engineering

SKILLS

Business ArchitectureBusiness AnalysisStrategyRetail Asset ManagementEnterprise ArchitectureFinancial AdvisoryProject Portfolio ManagementProgram ManagementBusiness TransformationManagement ConsultingBusiness Process ImprovementWealth ManagementIT StrategyPrivate BankingFinanceFinancial ServicesAsset ManagementInvestment BankingBusiness StrategyInvestmentsProduct DevelopmentExecutive Management

ABOUT TIRDAD SHOJAIE

Servant leader and executive advisor with 20+ years of experience in fintech, product strategy, and management consulting. Trained to work across the full product management continuum, I bring a disciplined yet flexible approach to building and scaling solutions across the wealth management value chain—from investment platforms to advisor experiences and client engagement.I’ve led initiatives that connect strategy to execution, enable exception-based workflows, and drive scalable innovation. Today, my consulting practice focuses on helping fintechs and institutions design intelligent platforms and ecosystems that bring together advisors, investors, and philanthropists.In addition to consulting, I serve as an advisory board member and operator, supporting leadership teams as they grow, adapt, and execute

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Tirdad Shojaie — Managing Director - Head of Platform Strategy at Flyer Financial Technologies in Summit, NJ, US | Unifers