Pankti Shah in

Pankti Shah

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Head of People Operations, Partner at EP Wealth Advisors
📍 Burbank, California, United States

Pankti Shah is an agile and purpose-driven HR leader with over 20 years of experience, currently serving as the Head of People Operations and Partner at EP Wealth Advisors. Described as a progressive and enthusiastic leader, she holds an MBA from Kaplan University and has completed an executive program in Strategic Human Resource Management.

She is passionate about creating meaningful employee experiences and fostering an inclusive work culture where people feel a sense of belonging. Her recent activities indicate a strong interest in the latest trends and technologies shaping the financial advisory space, particularly within the Registered Investment Advisor (RIA) industry.

Unique fact: Before her extensive career in human resources, Pankti was a Professor of Computer Science and Physics at Mumbai University.

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Experience
19 Years
Current Role
Head of People Operations, Partner
Job Level
Mid-senior
Location
Burbank, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Pankti cares about

HR Technology
Drove an HCM implementation that reduced employee onboarding time from ten days to 36 hours and has a keen interest in AI's role in wealth management technology.
M&A Integration
Her role at a private equity-backed firm involves significant work in acquisition integration, aligning people and culture post-merger, a key skill noted in her profile.
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Career

Work history

8-2022
Head of People Operations, Partner
EP Wealth Advisors
5-2014 - 8-2022
VP of HR/Head of Human Resources
New York Film Academy
1-2012 - 7-2013
Head of Human Resources
IDrive
11-2007 - 1-2012
HR Generalist
Sears Holdings Corporation
6-2004 - 5-2006
Professor: Teaching Computer Science and Physics
Mumbai University
In the press

Media appearances

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Education
MBA
Kaplan University
Masters
University of Mumbai
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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