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Anand Sheth Location
Riverside, CA, US
Anand Sheth Work
CEO and Founder @ (July 2019 - Present)
Chief Operations Officer @ Confluence Wealth Management Group (July 2017 - June 2019)
Operations Manager @ Ameriprise Financial (May 2000 - June 2019)
Anand Sheth Education
University of Lincoln
BA (International Business Administration)
1997-1999
Anand Sheth Skills
Project Management
Operations Management
Strategic Planning
Business Development
Business Process Improvement
Management
Project Planning
Customer Service
Investment Strategies
Portfolio Management
Financial Analysis
Mutual Funds
Equities
Risk Management
FINRA
Series 7
Options
Strategic Financial Planning
Bonds
Insurance
Budgets
Financial Planning
Stocks
Fixed Annuities
New Business Development
Market Analysis
IT Management
Finance
Investments
Marketing Strategy
Microsoft Office
Microsoft Excel
Leadership
Anand Sheth Summary
Anand Sheth, based in Riverside, CA, US, is currently a CEO and Founder at Pulse360. Anand Sheth brings experience from previous roles at Confluence Wealth Management Group and Ameriprise Financial. Anand Sheth holds a 1997 - 1999 BA in International Business Administration @ University of Lincoln. With a robust skill set that includes Project Management, Operations Management, Strategic Planning, Business Development, Business Process Improvement and more. Anand Sheth has 3 emails and 3 mobile phone numbers on RocketReach.
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