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SGA Talent Presents Anaplan’s Partners & Leadership Teams April 2020

SGA Talent Presents Anaplan’s Partners & Leadership Teams · 2018 Watermark Make Your Mark Award, 2016 Women of Influence Award, 2017 and 2016 HITEC 100, 2014 Corporate Index (Top

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SGA Talent Presents Anaplan’s Partners & Leadership Teams

April 2020

SGA Talent Professional Services Experts For over

25 Years

We care about our clients and we care about the professionals in our networks.

As a leader in the professional services recruitment research and recruiting industry our goal is build and maintain strong relationships with key players so that we can deliver outstanding talent to help our clients be competitive.

We look forward to helping you too.

www.sgatalent.com 518 843-4611Awarded #1 Diversity Partner for 5th Year in A Row By An industry Leader

2

Table of Contents:

Women in Anaplan……………………………..4-8

Anaplan…………………………………………9-19

Anaplan Global Strategic Partners……………20

Accenture………………………………………..21-27

Deloitte…………………………………………..28-31

EY………………………………………………..32-39

Wipro…………………………………………….40-42

Anaplan Gold Partners………………………….43

Akili………………………………………………44-49

Allitix……………………………………………..50-53

Cervello…………………………………………..54-60

Impetus Consulting Group.…………….…...….61-64

Lionpoint Group……………….……….……….65-68

Slalom………………………………………....69-73

Spaulding Ridge……………………….……...74-78

Twelve Consulting Group…………………....79-85

Voiant………………………………………….86-89

Vuealta………………………………………...90-91

Anaplan Silver Partners………..............…….92

Accelytics……………………………………...93-96

Barkawi Management Consultants…………97-101

End to End Analytics…………………...…...102-105

Enquero……………….……………………...106-109

Genpact……………………………………....110-114

PWC…………………………………………..115-119

3

Women in AnaplanAna Pinczuk: Chief Development Officer, Anaplan

Marilyn Miller: Chief People Officer, Anaplan

Klarissa Marenitch: Chief Information Officer, Anaplan

DeAndra Jean-Louis: Vice President Partner Strategy and Programs, Anaplan

Sue McKinney: Senior Vice President, Cloud Platform Engineering and Development Transformation, Anaplan

Linda Moss: Vice President, Anaplan Academy, Anaplan

Julie Sweet: Chief Executive Officer, Accenture

Amy Fuller: Chief Marketing Officer & Communications Officer, Accenture

KC McClure: Chief Financial Officer, Accenture4

Women in Anaplan

Ellyn Shook: Chief Leadership & Human Resource Officer, Accenture

Amy Cochran: Managing Director- North American Finance & Performance Analytics Lead, Accenture

Michelle Turner: Senior Manager-Finance & Enterprise Performance, Accenture

Michelle Parmelee: Chief People and Purpose Officer, Deloitte

Penny Stoker: Global Leader of HR Services, EY

Suzanne Bouhia: Americas Chief Communication Office, EY

Tony Clayton-Hine: Chief Marketing Officer, EY

Colleen Pietrobono: Principal, EY

Nicolina Saporito: Managing Director, EY

5

Women in AnaplanJulie Ziemer: Solution Leader, Akili

Joyce Sellers: Solution Leader, Akili

Sara Lee McLindon: Solution Architect, Akili

Tracey Baxter: Partner/Global Alliances Executive, Allitix

Kerry Veitch: Human Resources and Talent Management, Cervello

Susanna Lenox: Finance Director, Cervello

Barisa K. Johnson: Director, Cervello

Andrea Vaughn: Director, Cervello

Wendy Wen: Senior Manager, Impetus Consulting Group

6

Women in Anaplan

Emily Salter: Director, Lionpoint Group

Lucy Hur: Chief People Officer, Slalom

Michele Bleser: VP, Information Technology, Slalom

Sarah Katz: Partner, Spaulding Ridge

Elizabeth Schaffer: Director, Spaulding Ridge

Jill King: Founder & Chief Financial Officer, Twelve Consulting Group

Elizabeth Ward: Director of Delivery, Twelve Consulting Group

Megan Henderson: Head of Internal Operations, Twelve Consulting Group

Ellen Morley: Principal Solution Architect, Twelve Consulting Group

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Women in Anaplan Aarial Ferguson-Henderson: Senior Business Solutions Consultant, Voiant

Patricia Hoerig: Senior Consultant, Accelytics

Monique Rupert: Vice President, Supply Chain Planning, Barkawi Management Consultants

Andrea Vaughn: Director, Barkawi Management Consultants

Michele Tezer: Principal, End to End Analytics

Marietta Harvey: Vice President & Global Head of Human Resources, Enquero

Heather White: Chief Legal Officer and Corporate Secretary, Genpact

Stacy Simpson: Chief Marketing Officer, Genpact

Christine Lattanzio: Communications and Change Leader, PwC

Shannon Schuyler: Chief Purpose & Inclusion Officer, PwC8

Anaplan, Inc. develops and publishes a cloud platform for business applications. The Company offers a platform that allow business users to build and maintain strategic, operational, and business planning

and performance management. Anaplan markets its products and services globally.

“At Anaplan, our mission is to make all planning for all people a reality. We believe our world is better when we connect communities of people with data to enhance decision-making in dynamic environments.”

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Anaplan by the Numbers

● Founded in 2006● 20+ Offices in 14 countries● 1000+ employees● 950+ customers spread across 40 different

countries● 175 partners across the Globe

Anaplans’ HQ is located in

San Francisco, CA

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AnaplanCompetitors

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Leadership Team

Frank Calderoni: Chairman and Chief Executive Officer

David H. Morton: Executive Vice President And Chief Financial Officer

Ana Pinczuk: Chief Development Officer

Christophe Bodin: Chief Customer Officer

YY Lee: Chief Strategy Officer

Simon Tucker: Chief Planning Officer

Parvesh Suthi: SVP, Commercial Solutions

Marilyn Miller: Chief People Officer

Klarissa Marenitch: Chief Information Officer 12

Ana Pinczuk: Chief Development Officer

Ana Pinczuk is the Senior Vice President (SVP), Chief Development Officer for Anaplan and is focused on scaling core capabilities and driving growth through solutions, partnerships, marketing and cross-company initiatives to maintain Anaplan differentiation and enable the long-term growth trajectory.

Before joining Anaplan, Ana led multi-billion dollar businesses focused on technology and business model innovation around hybrid cloud, information management, analytics and services. She was the President and General Manager for HPE Pointnext – HPE’s services business, Chief Product Officer at Veritas and spent 15 years at Cisco Systems where she held various roles including SVP, Global Services Sales, Services COO and VP, Global Services Support. Ana has received numerous awards including Fortune’s 2018 and 2017 Top 50 Latinas, 2018 Watermark Make Your Mark Award, 2016 Women of Influence Award, 2017 and 2016 HITEC 100, 2014 Corporate Index (Top 25 Hispanics), and 2013 Latina Style Executive of the Year.

She holds a Bachelor of Science and Master of Engineering degree in Mechanical Engineering from Cornell University, a Master of Technology Management degree from the University of Pennsylvania Wharton School, and a Master of Science Degree in Software Management from Carnegie Mellon University. 13

Anaplan Key Players

Jason Ambrose: Vice President, Strategy

Tony Beller: Vice President of Worldwide Global Strategic & Technology Alliances

Kevin Booth: Vice President, Anaplan Accelerate

DeAndra Jean-Louis: Vice President Partner Strategy and Programs

Anthony Losurdo: Vice President, Solution Consulting-Americas

Mark Macaluso: Vice President, Americas Customer Success

Sue McKinney: Senior Vice President, Cloud Platform Engineering and Development Transformation

Linda Moss: Vice President, Anaplan Academy

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Marilyn Miller: Chief People Officer

Marilyn Miller is the Chief People Officer (CPO) of Anaplan. Marilyn is well known as a seasoned and highly reputable executive who has spent her entire career devoted to exceptional human resources leadership.

Prior to Anaplan, Marilyn was the CPO at Alfresco Software. Marilyn also was the Chief Human Resources Officer at Quotient Technology and held senior leadership positions at URS/AECOM, BMC Software, and Cisco Systems Inc.

Marilyn holds a B.S. in political science and government from the University of Iowa and completed course work for her M.A. in labor and industrial relations from the University of Minnesota.

15

Klarissa Marenitch: Chief Information Officer

Klarissa has been the CIO at Anaplan since September 2019.

Klarissa received her BA, Psychology from the University of San Francisco

16

DeAndra Jean-Louis: Vice President, Partner Strategy and Programs

DeAndra currently serves as the Vice President, Partner Strategy and Programs. She has been in this role since February 2020.

She originally joined Anaplan back in November 2018 and served as the Vice President of Professional Services.

DeAndra received her Bachelor of Science in Mathematics from Louisiana State University.

17

Sue McKinney: Senior Vice President, Cloud Platform Engineering and Development Transformation

Sue McKinney currently serves as the Senior Vice President of Cloud Platform Engineering and Development Transformation at Anaplan.

Sue joined Anaplan back in June of 2019 and has served in various roles since she has started.

Sue received her Bachelor of Business Administration from Ohio State University.

1218

Linda Moss: Vice President, Anaplan Academy

Linda is a Business Executive with 25 years international experience developing and delivering enablement programs. Specialization includes sales, partner and customer enablement initiatives as well as education & training related annual revenues of $8 Million to $35 Million with high gross margin returns.

Key areas of strength cover enablement strategy, business design, marketing, sales, business development, certification and accreditation strategy, staff management and ability to develop services and solutions aligned to customers specific business needs.

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“helping our clients create their future.”

Phone Number: (877) 889-9009

Accenture is a leading global professional services company, providing a broad range of services in strategy and consulting, interactive, technology and operations, with digital

capabilities across all of these services.

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Leadership Team

Julie Sweet: Chief Executive Officer

Jo Deblaere: Chief Operating Officer

Amy Fuller: Chief Marketing Officer & Communications Officer

KC McClure: Chief Financial Officer

Ellyn Shook: Chief Leadership & Human Resource Officer

Joel Unrich: General Counsel & Corporate Secretary

Simon Eaves: Chief Strategy Officer

Paul Daugherty: Group Chief Executive- Technology & Chief Technology Officer22

Meet A Few Of Accenture’s Key Anaplan Players

Shane Hayes: Anaplan Practice Lead

Amy Cochran: Managing Director- North American Finance & Performance Analytics Lead

Marco Limito: Global Anaplan Capability Lead

Drew Everhart: Senior Manager

Michelle Turner: Senior Manager-Finance & Enterprise Performance

Andrea Christe: Senior Manager23

Julie Sweet: Chief Executive Officer

Julie Sweet is chief executive officer of Accenture and serves on the company’s board of directors.

Prior to becoming CEO in September 2019, Julie served as chief executive officer of Accenture’s business in North America, the company’s largest geographic market. Previously, she was Accenture’s general counsel, secretary and chief compliance officer for five years. Prior to joining Accenture in 2010, Julie was a partner for 10 years in the law firm Cravath, Swaine & Moore LLP.

Outside of Accenture, Julie is a leader on topics including innovation, technology’s impact on business, and inclusion and diversity. She is a member of the World Economic Forum's International Business Council, the Business Roundtable and the TechNet Executive Council. Julie also serves on the board of directors for Catalyst, the board of trustees for the Center for Strategic & International Studies and the board of trustees for the Marriott Foundation for People with Disabilities - Bridges from School to Work. In 2019, she was named to FORTUNE’s list of “Most Powerful Women” for the fourth consecutive year.

Julie holds a Bachelor of Arts degree from Claremont McKenna College and a Juris Doctor from Columbia Law School. 24

Amy Fuller: Chief Marketing Officer & Communications Officer

As Accenture’s chief marketing & communications officer, Amy Fuller leads a global team of approximately 2000 marketing and communications professionals focused on strengthening the Accenture brand in the marketplace and helping to grow the business. Amy is responsible for brand, advertising and research, content and digital marketing, social media, corporate and financial communications, industry analyst and media relations. She is a member of Accenture’s Global Management Committee and the Accenture Diversity Council.

Prior to joining Accenture in 2017, Amy served as senior managing director of global brand at Deloitte. She is an experienced global marketer with a blend of agency and client-side executive management roles. Amy headed global consumer marketing for MasterCard which entailed developing the iconic “Priceless” campaign across all channels and markets. Her particular experience is in leading multidisciplinary marketing efforts for complex global businesses and leading teams across specialties and geographies. In reinvigorating the Accenture brand, Amy is currently presiding over the company’s largest-ever growth in brand value.

25

KC McClure: Chief Financial Officer

KC McClure is Accenture’s chief financial officer with responsibility for the company’s corporate controllership, treasury, tax, investor relations, financial reporting and analysis, strategic planning and analysis, and corporate development functions. She is a member of Accenture’s Global Management Committee.

Prior to her appointment as CFO in January of 2019, KC was senior managing director – Business and Commercial Finance and was responsible for all of Finance’s work across Accenture’s markets and services. In addition, she was responsible for our Commercial Management and Finance Strategy & Enablement functions. During this time, she represented Finance on Accenture’s Operations Council.

26

Ellyn Shook: Chief Leadership & Human Resource Officer

Ellyn Shook is Accenture’s chief leadership & human resources officer, responsible for helping the 505,000 people of Accenture succeed both professionally and personally. Her global team of HR experts is re-imagining leadership and talent practices to create the most truly human work environment, fueling Accenture’s differentiation in the market and ability to improve the way the world works and lives.

Ellyn is a member of Accenture’s Global Management Committee. She is a strong advocate for diversity and equality, and Accenture has been widely recognized externally as an employer of choice and for its equality efforts.

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“To help our clients and our people excel. We are one of the world’s leading business advisory organizations.”

Deloitte provides audit, consulting, tax, and advisory services to nearly 90 percent of the Fortune 500 and more than 5,000 private and middle market companies. Deloitte’s client service professionals work across more than 20 industry sectors such as consumer, energy, resources and industrials, government and public services, financial services, life sciences and health care, public sector, and technology, media, and telecommunications.

Phone Number: (877) 889-9009

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Leadership Team

Joseph Ucuzoglu: Chief Executive Officer

Frank Friedman: Global Chief Operating Officer & Chief Financial Officer

Bill Briggs: Global US & Chief Technology Officer

Michelle Parmelee: Chief People and Purpose Officer

John Meacock: Global Chief Strategy Officer

Bob Graham: Chief Risk Officer

Ben Campbell: General Counsel

Mac Worsham: Chief Communications Officer 29

Meet A Few Of Deloitte’s Key Anaplan Players

Edward Majors: Principal; Global Anaplan Lead Alliance Partner

Anshuman Ghose: Senior Manager

Merritt Alberti: Managing Director

David Mathias: Managing Director

Samrat Chakraborty: Managing Director

Tadd Morganti: Managing Director

30

Michelle Parmelee: Chief People and Purpose Officer

Michele Parmelee is the Global Chief People and Purpose Officer. In this role, she leads talent, brand, and communications, connecting a broad portfolio of programs that enhance our global brand, reputation, and talent experience in support of our global strategy. She leads our purpose agenda by driving our commitment to living our shared values; enhancing global diversity and inclusion efforts; and achieving our WorldClass ambition to impact 50 million futures and build a more sustainable world.

In addition, Michele leads the Office of the Deloitte Global CEO and Deloitte Global Programs. She is a member of the Deloitte Global Executive Committee.

Michele is a principal of Deloitte in the United States. She has 20 years of consulting experience at Deloitte working with Financial Services clients in the areas of strategy and operations. Her client service focus was within the banking, payments, insurance, and real estate sectors.

Prior to joining Deloitte Global in June 2015, Michele was the secretary of the board of directors in the United States and led the Office of the Chairman in the US.

Michele has an MBA from Harvard Business School and a BA magna cum laude with honors from Brown University. 31

At EY, we’re dedicated to helping our clients, from start-ups to Fortune 500 companies – and the work we do with them is as varied as they are. Through our four service lines — Assurance, Advisory, Tax and Transaction Advisory Services — we help organizations capitalize on opportunities. We help them fulfill regulatory requirements, keep investors informed and meet stakeholder needs. And in a fast-changing world, we give them the support they need to be effective today and

create long-term growth for tomorrow.

“At EY, our purpose is Building a better working world. The insights and quality services we provide help build trust and confidence in the capital markets and in economies the world over. We develop outstanding

leaders who team to deliver on our promises to all of our stakeholders.”

Phone Number: (212) 773-3000

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Leadership Team

Carmine Di Sibio: Global Chairman & Chief Executive Officer

Penny Stoker: Global Leader of HR Services

Michael Solender: Chief Legal Officer

Suzanne Bouhia: Americas Chief Communication Office

Tony Clayton-Hine: Chief Marketing Officer

Steve George: Chief Information Officer

Nicola Morini Bianzino: Global Chief Client Technology Officer

Bob Patton: Chief Strategy Officer 33

Penny Stoker: Global Leader of HR Services

Penny is a high-performing Global Human Resources Executive with record of leading major HR functions in complex international organizations, start-ups, and consulting firms.

A business manager, with P&L and operational leadership experience, able to implement change while establishing functional excellence aligned to business objectives.

A strategic and decisive leader providing effective counsel and creative solutions requiring initiative, risk taking, and decisiveness, while balancing the interests of a global workforce and business.

34

Suzanne Bouhia: Americas Chief Communication OfficeAs EY Americas Chief Communications Officer, I lead internal and external communication for the Americas including the United States, Canada, Latin America and Israel, working across the Regions, service lines and functions. I serve as a member of the global communication team to build the EY brand and enhance reputation management and employee engagement across internal and external stakeholders. I also oversee our leadership/Chairman communication and corporate executive positioning, reporting to our US Chairman and Managing Partner and Americas Managing Partner and working closely with our Americas Operating Executive and US Executive Committee on all areas of our communication strategy and execution.

Throughout my approximately 15 years with EY, I’ve served on the Region Leadership Team of two of our largest Regions as Brand, Marketing and Communication (BMC) Leader. I also served as US Layer Leader, Americas Communication & Engagement/Talent BMC Leader, and Region Business Development Operations Leader. An EY boomerang, I re-joined the Firm in 2008, after five years leading Marketing and Communication for another leading professional services firm. 35

Toni Clayton-Hine: Chief Marketing Officer

Toni Clayton-Hine is the chief marketing officer for EY Americas, the $15-billion professional services firm globally known as Ernst & Young LLP. Ms. Clayton-Hine is a seasoned B2B global marketing executive who has helped companies of all sizes create revenue streams from new markets, new offerings and new channels of distribution by combining creative ideas with data and analytics to unlock opportunities in highly competitive markets.

Joining EY in January 2019, she is responsible for defining and implementing a strategic marketing vision across industry sectors, geographies and service lines to drive revenue, relationships and reputation for the firm. This includes creating and executing an integrated marketing strategy that encompasses branding, media, experiential and digital marketing.

Prior to EY, Toni was the senior vice president and chief marketing officer of Xerox, responsible for creating a holistic strategy, from brand to demand, to deliver profitable growth in untapped B2B and B2B2C market segments. Her work at Xerox earned her a spot as one of Brand Innovators’ “Top 100 Women in Brand Marketing” by creating the seven-time award-winning “Set the Page Free” rebranding campaign that improved brand perception by 20% while capturing tens of thousands of prospects for demand generation. 36

Meet A Few Of EY’s Anaplan Key Players

Tony Klimas: Principal; Global Finance Practice Leader

Colleen Pietrobono: Principal

Nicolina Saporito: Managing Director

Neel Garg: Senior Manager

Matteo Polvara: Senior Manager

Stephen Meekins: Senior Manager

Daniel Sturtevant: Senior Manager

37

Colleen Pietrobono: Principal

A principal in Ernst & Young’s EPM advisory practice with more than 25 years of experience assisting clients with financial process improvement and systems integration programs, with a focus on the Oracle EPM marketplace. She has led projects for organizations in multiple industries, including higher education, health care, government, consumer products and professional services.

Prior to EY, Pietrobono was the director of consulting services for Hyperion Solutions and the Hyperion practice director for a regional consulting firm, ISA Consulting. While bringing a deep knowledge of EPM software market, she has a proven track record of delivering multi-year programs on time and on budget for large and midsize organizations. She has had overall responsibility for project management with a keen focus on the adoption and change by the user communities.

Pietrobono earned a B.S. from Drexel University with a major in accounting and computer systems management. She is the proud mother of 2 college-age women and enjoys golf and travel.

38

Nicolina Saporito: Managing Director

Nicolina is a Managing Director in EY’s Financial Services Organization within the Alliances & Partnerships practice. She joined EY in 2017 to focus on Planning, Profitability and Cost Excellence including business process enhancement and the technology that enables transformation. She lead’s EY’s Financial Planning & Analysis offering for Financial Service Organizations and is the EY / Anaplan Alliance Leader.

Nicolina has managed several large scale forecasting & planning assessments including current state / future state assessments, vendor selection management, and organizational design/ TOM design to help clients optimize their investment in resources, processes, organization and technology.

She established EY’s alliance with Anaplan and is Engagement Lead on large scale Anaplan implementations spanning finance budgeting and forecasting areas including central finance aggregation, workforce and compensation planning, ITFM, allocations, resource allocation, and non-comp expenses.

39

“The Spirit of Wipro is the core of Wipro. These are our Values. It is about who we are. It is our character. It is reflected consistently in all our behavior. The Spirit is deeply rooted in the unchanging essence of Wipro. But it also embraces what we must aspire to be. It is the indivisible synthesis of the four values. The Spirit is a beacon. It is what gives us direction and a clear sense of purpose. It energizes us and is the touchstone for all that we do.”

Wipro Limited, is a global information technology (IT), consulting and business process service provider. It operates through two segments: IT Services and IT Products. The Company's IT Services business provides a range of IT and IT-enabled services.

Phone Number: (732) 509-1500

40

Leadership Team

Abidali (Abid) Z. Neemuchwala: Chief Executive Officer

Bhanumurthy B. M.: President and Chief Operating Officer

Deepak Acharya: General Counsel

Jatin Dalal: Chief Financial Officer

Saurabh Govil: President & Chief Human Resources Officer

Anand Padmanabhan: President, Business Development and Strategic Sales

Rohit Adlakha: Chief Information Officer

K.R. Sanjiv: Chief Technology Officer

41

Meet a Few Of Wipro’s Anaplan Key Players

Shishir Saxena: EPM Analytics- Global Practice Head

Baleshwar Srivastava: Global Solutions Head- EPM

Prabhash Dobhal: Consulting Partner

Karthik Nishadham: Consulting Partner

Boudhayan Mukherjee: Program Director

Srivenkata J Chowdary Prattipati: Program Manager

42

“Our core purpose is to improve the business performance of our clients through the application of expertise, process, and technology.”

Akili is a business management and technology consulting firm founded in 1992, with locations in Dallas, Denver, and Atlanta. Akili delivers industry focused solutions for Global 2000 companies. Akili’s

consultants have functional and technical expertise, project management skills, solution architecture, application configuration, data management, integration and training skills.

Phone Number: (972) 210-3200

44

Leadership Team

Shiek Shah: Chief Executive Officer

Shamir Shah: Chief Financial Officer

Alan Boyer: Chief Operating Officer

Josh Fadley: Chief People Officer

Sean Granfield: Chief Revenue Officer

45

Meet A Few Of Akili’s Anaplan Key Players

James Cannon: Principal

Bryan Betzer: Engagement Director

Julie Ziemer: Solution Leader

Sean Bradley: Engagement Director

Stephen Day: Engagement Director

Joyce Sellers: Solution Leader

Sara Lee McLindon: Solution Architect

46

Julie Ziemer: Solution Leader

Julie is the Solution Leader at Akili. Before her career began at Akili, she served asman Anaplan Partner at Anaplan.

Currently, Julie resides in Denver, Colorado.

Julie holds a degree from Arizona State University in Accounting.

47

Joyce Sellers: Solution Leader

Business Technology Professional with more than twenty-five years experience working with companies of all sizes to design, develop and implement business applications in both B2B and B2C markets.

Skilled in bridging the gap between business leaders and technologists to ensure that solutions are implemented to fit the business needs and successfully managing multi-department project teams.

Currently working with clients to design and implement business enterprise performance management solutions (SAP and Anaplan).

48

Sara Lee McLindon: Solution Architect

Sara currently is serving as a Solution Architect at Akili. Before her working at Akili, she was the Senior Software Engineer at FSI International Inc.

Currently Sara resides in Allen, Texas.

Sara holds a degree from Western Kentucky University.

49

Allitix was founded in 2017 with one goal: to be all-in for our clients, partners and team members. We are all about excellence, innovation, loyalty, support, and most of all, client success. Our team members

have an average of 15 years’ consulting experience and we have delivered more than 40 successful projects. We drive value in the areas of finance, marketing, human resources, and supply chain.

“We are a people-driven consulting firm which prioritizes the goals and vision of our clients as number one.

We invest in high performing individuals and empower them to drive results.”

Phone Number: 833-400-0128

50

Tracey Baxter: Partner/Global Alliances Executive

Tracey has over 20 years of business consulting experience developing planning and analytics solutions for clients across multiple industries and uses-cases.

Tracey’s commitment to Anaplan and customer success is unparalleled. Her dedication and “ALL-IN” attitude has helped Allitix achieve an industry leading 94% client-satisfaction rating.

Tracey is located in the San Francisco Bay Area and has been a member of the Allitix family since the company was founded in 2017.

53

Our mission is to exceed our customers' expectations by providing quality solution-focused consulting and technology engineering services; on time and within scope and budget. We are High Performance, Mission

Driven.

Phone Number: 617-307-4131

We are a leading professional services firm dedicated to helping progressive enterprises

dramatically improve data management and business analytics. We are an elite team of functional

and technical experts focused at the convergence of Enterprise Performance Management, Data

Management, Business Intelligence and CRM.

54

Leadership Team

Jim Leavitt: Co-Chief Executive Officer

Scot Macgillivray: Co-Chief Executive Officer

Kerry Veitch: Human Resources and Talent Management

Susanna Lenox: Finance Director

55

Meet A Few Of Cervello’s Anaplan Key Players

Barisa K. Johnson: Director

Eric Sanders: Sr. Director

Travis Farley: Director

Andrea Vaughan: Director

Mark Guarracino: Director

56

Kerry Veitch: Human Resources and Talent Management

Kerry Veitch serves as the Human Resources and Talent Management of Cervello.

Kerry started at Cervello in September of 2010.

57

Susanna Lenox: Finance Director

Susanna currently serves as a Finance Director at Cervello where she has been since April 2013.

Susanna holds a Bachelor of Arts, Mathematics, Music and Economics from Bowdoin College.

58

Barisa K. Johnson: Director

Barisa is currently a Director at Cervello. She has been at Cervello for more than 8 years.

Currently Barisa resides in San Francisco, California and holds a degree from Boston University.

59

Andrea Vaughan: Director

Andrea is currently a Director at Cervello for more than 8 years having been in a numerous roles while working there.

Currently Andrea lives in the Boston Area and holds a degree from Rensselaer Polytechnic Institute.

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Impetus Consulting Group is a professional services firm focused on driving improved bottom-line profitability to our clients through actionable analytics and sustainable processes leveraging best-in-class

tools and proven solutions. The Impetus Consulting Group team has a long history of implementing integrated solutions for Planning & Forecasting, Profitability, Strategic Cost Management and Business

Intelligence.

“We only succeed when our clients succeed. We engage clients to assess and define the best solutions for their unique requirements by taking a holistic view of the challenges facing their business, processes, methodology and technology.”

Phone Number: (917) 300-1076

61

Leadership Team

Alex Cohen: President and Founder

Karen Trainer: Managing Director West Region

Andy Smythe: Managing Director South Region

Joshua Mueller: Director of Operations

62

Meet A Few Of Impetus’s Anaplan Key Players

Philip Kao: Delivery Lead, Partner

James Straton: Senior Manager

Kevin Jacokes: Senior Manager

Wendy Wen: Senior Manager

Matthew Daniel: Senior Manager

63

Wendy Wen: Senior Manager

Wendy Wen is a Senior Manager at Impetus. She has worked at Impetus for more than 4 years in numerous roles.

Currently Wendy resides in Chicago, Illinois and holds a degree from Northwestern.

64

Our primary objective is to design, develop and implement operational and technology improvement strategies to reduce operational costs, optimize business processes, reduce management risk and enhance portfolio value

for our clients.

Phone Number: (646) 450-4901

Lionpoint Group is a global consulting firm focused on delivering operational transformation and enabling technology

solutions to the alternative investment industry.

65

Leadership Team

Nick Moore: Co-Founder and Executive Director

Jonathan Balkin: Founder and Executive Director

66

Meet A Few Of Lionpoints Anaplan Key Players

Zaf Kamar: Director, Anaplan Practice

Jason Almeida: Director

Emily Salter: Director

Dana Hunter: Anaplan Solution Architect & Delivery Manager

Greg Buchner: Manager

67

Emily Salter: Director

Emily currently serves as a Director at the Lionpoint Group and has been with the company since July of 2016.

She is currently a Certified Anaplanner and also holds certifications in the Anaplan Way and as a Advanced Model Builder

Emily holds a Bachelor Degree in Finance from the University of Rhode Island College of Business.

68

At Slalom, personal connection meets global scale. We build deep relationships with our clients in cities across the US, UK, and Canada, while sharing insights across markets to bring the full breadth

of Slalom's expertise to every engagement. Our seven regional Build Centers are hubs for innovation, attracting top talent to rapidly co-create the technology products of tomorrow. We also nurture strong partnerships with over 200 leading technology providers, including Amazon Web

Services, Google Cloud, Microsoft, Salesforce, and Tableau.

We help companies tackle their most ambitious projects and build new capabilities

Phone Number: (206) 438-5700

69

Leadership Team

Brad Jackson: Chief Executive Officer

Troy Johnson: Chief Growth Officer

Tom Chew: Chief Strategy and New Incubation Officer

Steve Walintschek: Chief Technology Officer

Mike Heffernan: Chief Financial Officer

Jim Mitchell: Chief Legal Officer

Lucy Hur: Chief People Officer

Michele Bleser: VP, Information Technology 70

Meet a Few Of Slalom’s Anaplan Key Players

Brian Wolfe: Practice Leader Data & Analytics

Nicholas Kaposhilin: Practice Leader Data & Analytics

Matt Budd: Solutions Architect

Brett Harn: Solutions Architect

Brooks Ranton: Client Partner

71

Lucy Hur: Chief People Officer

Lucy was born in Seoul, South Korea. Her family immigrated to the US when I was five, moving to the East Coast and then Texas. She went to the University of Texas at Austin and graduated with a degree in business, and my first job after college was at Procter & Gamble.

Following her stint at P&G, she went into management consulting, and then eventually made a career change into HR at Nokia.

She spent the last 13 years at Microsoft, leading Human Resources for a portfolio of Microsoft businesses, including advertising and online, marketing, consumer, and enterprise.

72

Michele Bleser: VP, Information Technology

Michele Bleser serves as the VP, Information Technology of Slalom Consulting.

Michele started at Slalom Consulting in March of 2017.

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At Spaulding Ridge, Core Values aren't just words we say — they're something we hire for and live out every day. Our team is built on a foundation of culture, and it's this culture that has made Spaulding Ridge the most

innovative, successful implementation partner in the Anaplan ecosystem.

Phone Number: (847) 716-4889

Spaulding Ridge is a provider of advisory and cloud technology services. Spaulding Ridge offers executive level, practical advice to scale your business. The service offering spans strategic planning, cloud strategy and implementation, and

advisory services.

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Sarah Katz: Partner

Katz will also lead various aspects of the overall firm. Jay Laabs, founder and CEO of Spaulding Ridge stated, “Sarah brings a unique combination of strong market leadership and deep technical and functional understanding of the technologies and industries we operate in. She will enhance Spaulding Ridge’s people, operations, and finance capabilities.” Katz will be based out of Spaulding Ridge’s San Francisco office.

Prior to joining Spaulding Ridge, she served as a Senior Director and Northwest Market Lead at Huron Consulting Group.

Katz received her degree in International Business & Finance from Marquette University. Sarah Katz, Principal, said, “I am excited to join a team that brings an innovative perspective to challenges facing our clients and delivering transformative solutions, while having fun and staying true to our core values.”

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Elizabeth Schaffer: Director

Elizabeth currently serves as a Director at Spaulding Ridge where she has been since June of 2019.

Prior to her arrival at Spaulding Ridge, Elizabeth served as a Senior Manager at Anaplan.

Elizabeth holds a BBA in Marketing, Finance and International Business from the University of Kentucky

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Meet a Few Of Wipro’s Anaplan Key Players

Karthik Nagarajan: Associate Principal

Matthew Cain: Associate Principal

Kyle Rish: Associate Principal

Keith Jackson: Director

Elizabeth Schaffer: Director

Aaron Overfors: Director

Shane Betlinski: Director

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At Twelve, Core Values aren't just words we say — they're something we hire for and live out every day. Our team is built on a foundation of culture, and it's this culture that has made Twelve the most innovative,

successful implementation partner in the Anaplan ecosystem.

Phone Number: (612) 383-2208

Twelve leads the Connected Planning industry in designing and delivering cloud-based planning solutions as the largest exclusive Anaplan partner. We have deep product and domain expertise in

Finance, Sales, Operations, Supply Chain and Workforce Planning.

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Josh King: Chief Executive Officer

Jill King: Founder & Chief Financial Officer

Fred Ali: Chief Strategy Officer

John Wihtol: Senior Principal Solution Architect

Leadership Team

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Jill King: Founder & Chief Financial Officer

Twelve is in business to empower leaders to think strategically and act quickly. Twelve's Founder, Jill King, started working with the revolutionary Anaplan platform in 2012 and hasn't looked back since. In a previous career, she spent years muddling through Excel spreadsheets - spending more time reconciling data than adding real value to her business. When she discovered Anaplan, she felt empowered to be able to help her customers change the way they analyze their data. "The top-notch consultants at Twelve Consulting Group use the latest technologies to help solve business analysis issues our customers have been wrestling with for years…the analysis takes too long to put together, you can’t rely on the data, there are versions upon versions floating around emails and network folders, there’s too much data to manage in Excel…I could go on and on. Twelve, partnered with Anaplan, can change the way you look at your business."

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Elizabeth Ward: Director of Delivery

Jon Howard: Head of Customer Acceleration

Megan Henderson: Head of Internal Operations

John Dorma: Principal Solution Architect

Ellen Morley: Principal Solution Architect

Meet a Few Of Twelve’s Anaplan Key Players

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Elizabeth Ward: Director of Delivery

Experienced leader focused on Business Development and successful delivery of Anaplan implementations with Twelve Consulting Group.

Experienced in Sales Performance Management, Financial Planning & Analysis, and Workforce Planning model building.

Elizabeth is a 2016 MBA graduate from the Carlson School of Management.

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Megan Henderson: Head of Internal Operations

As the second Twelve employee hired by founder Jill King, her focus has always been on their core values: personal growth, collaboration, excellence and well-being. Twelve has been growing rapidly and their culture is their biggest differentiator. They hire and develop people who have diverse backgrounds, but who align with their core values.

In her role as Head of Internal Operations, she is focused on developing people and processes as they continue to scale. She is passionate about empowering employees, clients and the communities in which they live and work. The team she leads is comprised of HR, Marketing, Data Security, Events, Office Management and Partner Operations.

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Ellen Morley: Principal Solution Architect

Master Anaplanner and Anaplan certified Solution Architect

* Financial software design and development leader with experience implementing customized software applications for business, government and non-profit clients.

* PMP certified project manager with experience leading global and virtual teams.

* Change agent with track record of initiating and implementing process and technology improvements.

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Voiant optimizes organizational effectiveness by helping enterprises identify improvement opportunities through connected planning, operations, and insights that are worth knowing. Our management consultants are known for a needs-driven client approach to revealing wisdom and

driving value.

Voiant sees a future where we play a continued strategic role in our client’s success- working seamlessly across people and systems, armed with robust intelligence for driving better business results.

Phone Number: (312) 466-5729

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Leadership Team

Bill Sorenson: President & CEO

Hassan Mahmood: Managing Director & Founder

Trevor Dunham: SVP, Sales Effectiveness Lead

Hunter James: Vice President- Client Strategy & New Business

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Meet a Few Of Voiant’s Anaplan Key Players

Justin Bass: Senior Director

David Ackron: Business Solutions Director

Aarial Ferguson-Henderson: Senior Business Solutions Consultant

Omar Talpur: Senior Business Solutions Consultant

Marc Weinzimmer: Senior Business Solutions Consultant

Tyler Phillips: Senior Business Solutions Consultant

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Aarial Ferguson-Henderson: Senior Business Solutions Consultant

Accomplished Go-to Team Leader with proven experience building, training, and mentoring effective teams and individuals who surpass expectations. Highly versed in strategy and execution. Able to cultivate strong relationships, resulting in increased revenues and client satisfaction. Robust insight in terms of team training and motivation, operations, marketing, research, and streamlining business processes.

Specialization in Incentive Compensation Management. Talent in fostering first-rate, customer relations with clients with an emphasis on developing strong relationships. Expertise in creating systems and tools used to drive sales performance. Outstanding communication skills. Regarded for increasing Sales team efficiencies and effectiveness. Consistently receive high-caliber reviews and accolades. Thorough learner guided by integrity, clear expectations, and creating a positive work environment.

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Vuealta is a global company providing tailored advisory, implementation and ongoing support services for Anaplan, the leading Connected Planning Platform provider.

Our team of certified Anaplan experts work across all verticals, applying industry knowledge combined with modeling skills to create planning applications that support specific business requirements. For more common business planning processes, we offer a range of applications that have been pre-built, based on industry best

practice standards, with faster delivery times.

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Ian Stone: Chief Executive Officer

Mark Laughton: Chief Financial Officer

Adam Binson: Co-Founder; Managing Director

Irfan Ozaltin: Managing Director/GM, Americas

Antony Lovell: VP of Applications

Steven Waugh Jr: Director & Market Lead - East

Alex Craig: Sr. Director, Head of Presales

Leadership Team-USA

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Accelytics specializes in Supply Chain, Financial Planning and Sales Performance Management. Accelytics offers a full range of consulting services to guide clients through the entire journey of

process optimization and technology enablement.

Our goal is to help companies create a connected enterprise by effectively connecting business processes and enabling the process by using cutting edge technology.

Phone Number: (877) 211-7551

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Leadership Team

Ash Jain: Founder & Chief Executive Officer

Paul Ritner: VP Finance Practice

Sean McNunn: VP Supply Chain Practice

Joel Argo: SVP Anaplan & Business Optimization Practices

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Sean Graham: Consulting Director

Joe van Bolderen: Director

James Niles: Senior Consultant

Dorian Do: Senior Consultant

Patricia Hoerig: Senior Consultant

Nate Seashore: Senior Consultant

Meet a Few Of Accelytic’s Anaplan Key Players

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Patricia Hoerig: Senior Consultant

Patricia is an accomplished finance and technology leader with over 20 years of experience leading global technology enablement and business transformation in industries covering healthcare, technology, distribution, and finance.

She currently holds an MBA from the University of Wisconsin-Milwaukee- Lubar School of Business.

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"No decision without well-founded figures and analyzes"

Barkawi Management Consultants is an internationally active management consultancy that specializes in supply chain management and after sales services.

Phone Number: (678) 213-2940

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Leadership Team

Mike Landry: Global Lead

Dr. Andreas Baader: Managing Partner & Head of Europe

Wolfgang Schürholz: Managing Partner

Monique Rupert: Vice President, Supply Chain Planning

Christopher Amet: Vice President, Digital Strategy

Michael Ciatto: Vice President, Global Business Development

Gopal VK: Vice President, Global Service and IoT

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Monique Rupert: Vice President, Supply Chain Planning

Monique Rupert leads the Supply Chain Planning practice for Barkawi-Genpact’s Supply Chain Service Line. For over 25 years, she has been involved in delivering consulting transformation projects.

These include strategy, process re-engineering, design and enabling technology. In her position with Barkawi-Genpact, she is focused on developing a supply chain planning practice enabled by technology that can take clients from initial vision through value realization and operations.

Prior to joining Barkawi-Genpact, she was in leadership positions in Professional Services at several technology companies and in management consulting firms.

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Amar Mehta: Director

Shenthilk Kanakasabapathi: Architect

Ayema Aduku: Director Operational Excellence

Tiffany Harrison: Senior Consultant

Meet a Few Of Barkawi’s Anaplan Key Players

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Tiffany Harrison: Senior Consultant

Tiffany Harrison is a Senior Consultant at Barkawi and has held this position for the past 2 years.

She is a passionate and loyal knowledge seeker. A fearless woman with an inclination to think creatively coupled with an obsession with the arts and a love for writing. I have a devotion to discovery in business and a strong ambition to make a lasting impression by inspiring and empowering those around me. Having a skill set that includes supply chain management, consulting, software design/implementation, professional presentation, business development, marketing strategy, management information systems, and business intelligence has prepared me to adapt to many career paths.

Tiffany holds a degree from Temple University in Business and Management 101

Our teams strive in every engagement to enable their clients to interact with the data and models so they can draw their own insights.

End-to-End Analytics is an Advanced Analytics consulting company based in Palo Alto, Calif. The firm was founded in 2005 on the premise that most organizations struggle to take full advantage of

the opportunities presented by the exponential growth of data and its accessibility.

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Leadership Team

Allan Gray: Co-Founder & Partner

Rob Hall: Co-Founder & Partner

Kenneth Agacinski: VP of Operations

Haris Japić: Principal- BD & Consulting

Heiko Piper: Principal

Gianpaolo Callioni: Principal

Tom Davis: Principal

EJ Tavella: Principal103

Michele Tezer: Principal

James Myers: Sr. FP&A Consultant

Jonathan Goldsmith: Senior Consultant

Khushboo Murarka: Consultant

Torin Di Salvo: Associate Consultant

Meet a Few Of End to End’s Anaplan Key Players

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Michele Tezer: Principal

Michele Tezer is a strategic leader of projects focused on planning, managing innovation, and leading change management efforts. She specializes in assortment optimization, inventory productivity, business process design, analytics, and retail systems. She has led teams at some of the world’s most visible retailers: Ralph Lauren, Coach, Gap, Old Navy, Williams-Sonoma. She also consulted to retailers while at PwC.

Michele consults with retailers and wholesale manufacturers across Apparel, Accessories, Home, and Cosmetics. She has designed business processes for Global Business Groups, Stores, Ecommerce Brands, and Outlets, as well as Wholesale / Manufacturers. She has extensive experience implementing systems for Assortment Planning, Merchandise Planning, Store Planning, Demand Planning, Allocation, Replenishment, and Product Information Management.

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Our mission is to ideate and deliver improvements in business performance through Connected Data,

Architecture & Experience.

Enquero is a technology solutions company helping customers navigate their digital transformation journey. technology solutions and platforms. Our digital transformation approach

involves unifying data, capabilities & experiences.

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Leadership Team

Arvinder Singh: Chief Executive Officer

Kabir Singh: Chief Product Officer

Hemant Asher: Chief Operating Officer

Nikhil Kumar: Chief Financial Officer

Marietta Harvey: Vice President & Global Head of Human Resources

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Marietta Harvey: Vice President & Global Head of Human Resources

Marietta is the Vice President & Global Head of Human Resources at Enquero.

She is a professional, engaging, dynamic, multi-faceted, and culturally savvy Human Resources executive with demonstrated expertise in partnering with and influencing executives and management to achieve outstanding outcomes. Superior client management skills and fulfillment of large-scale initiatives through implementation. Prowess in balancing strategic and systems thinking with operational implementation and execution. Experience supporting start-ups and global business organization in a highly leveraged Human Resources business model.

Currently, Marietta resides in San Francisco and holds a degree from Sacred Heart.

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Rajan Gaur: Partner and Vice President (Sales and Anaplan Practice Head)

Nishant Puri: Global Leader

Vijay Vyakaranam: Principal Solutions Architect

Dhawandeep Singh: Senior EPM Architect

Abhijeet Bankwar: Principal Architect

Meet a Few Of Enquero’s Anaplan Key Players

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Our strong operating culture delivers measurable business impact and strategic value to our clients. We partner with them to drive innovation and growth. To serve their customers better. To change

Genpact is a global professional services firm that makes business transformation real. We drive digital-led innovation and digitally-enabled intelligent operations for our clients, guided by our experience running thousands of processes primarily for Global Fortune 500 companies.

Phone Number: (212) 896-6600

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Leadership Team

"Tiger" Tyagarajan: Chief Executive Officer

Edward J. Fitzpatrick: Chief Financial Officer

Piyush Mehta: Chief Human Resources Officer

Heather White: Chief Legal Officer and Corporate Secretary

Sanjay Srivastava: Chief Digital Officer

Stacy Simpson: Chief Marketing Officer

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Heather White: Chief Legal Officer and

Corporate Secretary

Heather White is Chief Legal Officer and Corporate Secretary at Genpact.

In this role, she leads all legal, compliance and corporate governance functions for the company. She brings more than 20 years of broad legal experience to the company.

Heather joined Genpact in 2005 and served as Deputy General Counsel until 2018. She has played key leadership roles in many strategic transactions at Genpact, including the company’s initial public offering, numerous acquisitions, large deals, and treasury matters.

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Stacy Simpson: Chief Marketing Officer

Stacy Simpson joined Genpact in September 2016 as senior vice president and chief marketing officer.

In this role, she is leading the global marketing function with a focus on further strengthening the company’s marketing strategy and brand awareness to drive growth.

She brings to Genpact more than 20 years of marketing, branding, and communications expertise.

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Eric McBride: VP Connected Planning

Hamendra Bhardwaj: Assistant Vice President

Nathan Palmer: AVP-Connected Planning

Darin Minter: AVP-Connected Planning

Harikrishna Pathipati: Senior Project Manager

Meet a Few Of Genpact’s Anaplan Key Players

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PwC strives to build trust in society and solve important problems. It defines the difference we seek to make in the world—it's why we do what we do.

PricewaterhouseCoopers LLP (pwc) provides professional services. The Company offers business advisory services such as auditing, accounting, taxation, strategy management, and human

resource consulting services. Pwc serves aerospace, defense, automotive, energy, government, hospitality, insurance, banking, consumer markets, health care, and transportation industries

worldwide.

Phone Number: (646) 471-3000

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Leadership Team

Tim Ryan: US Chair & Senior Partner

Martyn Curragh: Chief Financial Officer

Mike Fenlon: Chief People Officer

Christine Lattanzio: Communications and Change Leader

James Shira: US & Global Chief Information and Technology Officer

Zachary Stern: General Counsel

Shannon Schuyler: Chief Purpose & Inclusion Officer116

Christine Lattanzio: Communications and Change Leader

Christine Lattanzio serves as PwC's Internal Communications & Change leader and is a client service partner focused on private equity and real estate industries.

A partner since 2007, she also has served as the leader of PwC's New York Metro Real Estate Tax practice as well as the National Real Estate Tax practice.

Christine previously worked in the global tax planning group at Security Capital Group, a publicly traded real estate firm, and practiced tax law at Paul, Hastings, Janofsky & Walker LLP (now Paul Hastings).

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Shannon Schuyler: Chief Purpose & Inclusion Officer

Shannon is PwC’s US Chief Purpose & Inclusion Officer—a role that brings together unique insights and perspectives from her prior roles as Chief Purpose Officer and Responsible Business Leader to the Chief Diversity Officer role.

The combination recognizes the responsibilities we have to realize both a diverse culture, as well as a culture of purpose and belonging for our people. This nexus supports our ability to embrace our people's full identities, create thriving workplaces and address opportunity gaps that exist within our communities.

Shannon’s work helps activate PwC’s purpose—to build trust in society and solve important problems—and further embed our approach into PwC’s business and people strategies. She connects purpose with belonging, creating an environment that celebrates identity, and drives innovation and business value.

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Tony Carbone, Managing Director

[email protected]

Ryan Pingitore, Vice President Talent Advisor

[email protected]

Joseph Krong, Director of Sales

[email protected]

SGA Talent - Anaplan Recruitment Research & Recruiting Experts Since 2007.

www.sgatalent.com 518 843-4611

Providing Talent & Intelligence in Professional Services For over 25 Years

We look forward to helping you.

Study Research Team

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