Where does Anand Sheth work?

Anand Sheth is Founder of Pulse360.

Where did Anand Sheth go to school?

Anand Sheth studied at University of Lincoln (BA, International Business Administration).

Anand Sheth

Founder

Founder at Pulse360

Riverside, California, United States

FoundedPulse360

About

Anand Sheth is the founder and CEO of Pulse360, a company that develops AI-powered automation products addressing documentation and workflow challenges for financial advisory practices. He has worked in financial services for 20 years, including roles at Ameriprise and as COO of a wealth management firm, and has spent five years building Pulse360. His work spans AI product development, user research, retention and product strategy, and financial services operations.

Founder at Pulse360

Intro paths

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In turn, Anand can intro founders to Pulse360's investors below.

Pulse360's investors · 1

Expert DOJOSanta Monica · $50K – $100K checks

Experience

Pulse360CEO / Foundercurrent2019 — presentRiverside, CA
Confluence Wealth Management GroupChief Operations Officer2017 — 2019Los Angeles Metropolitan Area
Ameriprise FinancialOperations Manager2000 — 2019Riverside

Skills & more

Microsoft OfficeMicrosoft ExcelStrategic PlanningManagement1LeadershipFINRA2Artificial Intelligence (AI)1Large Language Models (LLM)Prompt EngineeringUser ResearchProduct ManagementProject Management1

+12 more

Operations ManagementBusiness DevelopmentBusiness Process ImprovementProject PlanningCustomer ServiceInvestment StrategiesPortfolio ManagementFinancial AnalysisMutual FundsEquitiesRisk ManagementSeries 7

Languages Gujarati · Hindi

From Anand's professional profile.

Frequently asked questions

Who is Anand Sheth?: Anand Sheth is the founder and CEO of Pulse360, a company that develops AI-powered automation products addressing documentation and workflow challenges for financial advisory practices. He has worked in financial services for 20 years, including roles at Ameriprise and as COO of a wealth management firm, and has spent five years building Pulse360. His work spans AI product development, user research, retention and product strategy, and financial services operations.
Where does Anand Sheth work?: Anand Sheth is Founder of Pulse360.
What companies did Anand Sheth found?: Anand Sheth founded Pulse360.
Where did Anand Sheth go to school?: Anand Sheth studied at University of Lincoln (BA, International Business Administration).