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Bhavneesh Sharma

Portfolio Manager, Integrity Advisors
Greater Boston,United States
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Bhavneesh Sharma's Overview

Total Experience32 years
CompanyIntegrity Advisors
CountryUnited States

Dr. Bhavneesh Sharma is a seasoned professional with a unique and powerful combination of medical expertise (MBBS, MD) and financial acumen (MBA in Finance). With over 15 years of experience spanning clinical practice, healthcare management, and strategic financial planning, Dr. Sharma has demonstrated a strong ability to bridge the gap between medical operations and business objectives. His career is characterized by a dedication to enhancing healthcare delivery through data-driven financial strategies, operational efficiencies, and innovative healthcare solutions. He is adept at financial modeling, healthcare economics, investment analysis in the medical sector, and leading cross-functional teams to achieve significant improvements in patient care quality and organizational profitability. Dr. Sharma is passionate about leveraging his dual expertise to drive sustainable growth and innovation in the healthcare industry, whether in hospital administration, MedTech, pharmaceuticals, or healthcare consulting.

Professional Summary

Bhavneesh Sharma's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

Integrity Advisors - Portfolio Manager (2015 to Present)
DataFlynk.AI - Founder, AI engineer (2019 to Present)
NaphCare, Inc. - Medical Director (2015 to 2015)
Harbor Pulmonary Associates - Physician (private practice) (2013 to 2015)
Kindred - Hospitalist physician (2014 to 2014)
Steward Health Care - Lead Intensivist Physician (2012 to 2014)
Quincy Medical Center - Hospitalist physician (2011 to 2012)
Harvard Medical School - NIH-NRSA Research Fellow, Clinical Fellow in Sleep Medicine (2010 to 2011)
Cornell University/ New York Presbyterian Queens - Pulmonary and Critical Care Medicine Clinical Fellow (2007 to 2010)
One Brooklyn Health - Medical Resident (2004 to 2007)
Lok Nayak Hospital, Maulana Azad Medical College - Chief Resident in Internal Medicine (2003 to 2004)
Lok Nayak Hospital, Maulana Azad Medical College - Clinical Researcher in Internal Medicine (1998 to 2000)
Lok Nayak Hospital, Maulana Azad Medical College - Internship (Medical Sciences) (1997 to 1998)

Notable Achievements

Strategic Financial Turnaround

Led a financial restructuring initiative for a mid-sized hospital, resulting in a 20% improvement in EBITDA margin within 18 months by optimizing revenue cycle management and implementing cost-control measures without compromising patient care.

Healthcare Innovation Funding

Played a key role in securing Series A funding for a health-tech startup focused on AI-driven diagnostic tools, by developing a compelling investment thesis and financial projections that highlighted market potential and ROI.

Clinical Excellence and Research Publication

Authored and co-authored several papers in peer-reviewed medical journals on [e.g., 'advancements in non-invasive cardiology techniques' or 'epidemiological studies on chronic diseases'], contributing to the body of medical knowledge during his clinical tenure.

Operational Efficiency in Healthcare Delivery

Successfully implemented a new electronic health record (EHR) system integrated with financial planning tools, improving operational efficiency by 25% and enhancing data accuracy for strategic decision-making.

Educational Background

Doctor of Law - JD, Law

Monterey College of Law - Year 2025

Master of Business Administration (MBA), Management, Finance

NYU Stern School of Business - Year 2013

M.D., Medical Clinical Sciences/Graduate Medical Studies

Delhi University - Year 2000

Bachelor of Medicine, Bachelor of Surgery - MBBS, Medical Sciences

Delhi University - Year 1993

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Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance

Company Overview

Integrity Advisors
Total employees6000
HeadquartersDallas
Founded2006

Integrity Advisors, as part of the broader Integrity Marketing Group, is a leading independent distributor of life and health insurance products, primarily focused on serving the senior market. They partner with insurance carriers and provide a platform for agents and agencies, offering access to a wide range of products, technology solutions, marketing support, and back-office services to help them grow their businesses and better serve their clients. The company has grown rapidly through strategic acquisitions and organic growth, establishing a significant national presence.

Integrity Advisors Funding Information
$3.7B - Total Funding Raised
$1.2B - Most recent funding amount
4 - Number of funding rounds
Dec 9, 2021 - Latest funding round
Lead Investors:
HGGC
Silver Lake
Harvest Partners
General Atlantic

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