Mahesh Agarwal

About Mahesh Agarwal

Architecting the Financial Operating Systems of the Digital Economy. I am a…

Experience

1. Founder (Silent) & Chief Product and Technology Officer

   Walmart Connect

   Jan 2025 — Present · Seattle, WA, US

   Built AI-Native Advice Platform: Conceived and shipped MVP “Investor Co-Pilot” and “Advisor Co-Pilot” applications that combine LLM reasoning with domain-specific risk and suitability rules, providing real-time, regulated financial guidance for retail investors and wealth advisors.2. Advice-Intelligence Framework: Defined the architecture for semi-autonomous AI agents that balance automation with human oversight; drew on research published in Tagor AI’s “Advice Intelligence” series to ensure trust in AI-driven advice.3. Data-Pipeline & Compliance: Implemented a secure Retrieval-Augmented Generation (RAG) data pipeline ingesting brokerage, banking, and market data. Embedded conflict-of-interest and best-interest checks to align the platform with predictive-analytics regulations.4. Go-to-Market & Partnerships: Drove pilot programs with Registered Investment Advisor (RIA) firms and neo-banks, demonstrating 25% faster financial plan creation and 15% higher client engagement vs. traditional workflows. Orchestrated GTM messaging and investor materials while remaining a silent (non-public) founder.5. Team & Culture: Recruited and mentored a founding team (4 engineers, 2 product designers). Instituted an OKR-driven cadence and rapid hypothesis-testing iterations, cutting feature lead time by 40% and fostering a high-ownership, innovative culture.

Education

• Birla Institute of Technology and Science, Pilani

  Master's Degree, Physics

  1995 — 2000

• Birla Institute of Technology and Science, Pilani

  Bachelor's Degree, Electronics & Instrumentation

  1995 — 2000

Skills

• Product Marketing
• Social Media Marketing
• Integrated Marketing
• Strategic Partnerships
• Competitive Marketing Strategies
• Saas
• C
• Digital Media
• Cloud Computing
• Pre-Sales
• Mobile Applications
• Broadcast
• Cisco Technologies
• Leadership
• Strategy
• Product Management
• C++
• Business Analysis
• Go-to-Market Strategy
• Media Marketing
• Ip
• Business Development
• Business Growth Strategies
• Mobile Advertising
• Cross-Functional Team Leadership
• Competitive Intelligence
• Software Project Management
• System Architecture
• Strategic Technology Planning
• Mobile Technology
• Enterprise Software
• Software Engineering
• Mobile Devices
• Embedded Software
• Strategic Technology Initiatives
• Analytics
• Cloud Applications
• Software Design
• Business Strategy
• Telecommunications