Kelly L. in

Kelly L.

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Enterprise Account Executive at Anaplan
📍 New York City Metropolitan Area, United States

An Enterprise Account Executive at Anaplan who is deeply experienced in financial services, with a career spanning from a Senior Vice President role at Citi to consulting at EY and Deloitte. People who have worked with her describe her as dedicated, persistent, and focused. She holds a Bachelor of Business Administration from the University of Washington.

Driven by a conviction to close the gap between brilliant strategy and slow, manual data work, she is passionate about helping leaders execute ideas at speed. This fascination with high-stakes, data-driven decision-making, cultivated during her time in top-tier banking, is the core motivation for her work.

She won first place out of 60 teams in a Microsoft Bing case competition by recommending an acquisition and development strategy involving Yelp and Foursquare.

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Experience
9 Years
Current Role
Enterprise Account Executive
Job Level
Middle
Location
New York City Metropolitan Area, United States
Personality Overview

How Kelly shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kelly cares about

Financial Transformation
Her career has centered on driving large-scale operational change and untangling complex processes for global financial institutions at both Citi and EY.
Connected Planning
Believes connected planning is the solution to the 'universal friction point' between high-level strategy and the slow, manual data work that often hinders execution.
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Career

Work history

3-2026
Enterprise Account Executive
Anaplan
10-2023 - 3-2026
Senior Vice President - COO Transformation
Citi
3-2022 - 10-2023
Senior Consultant - Finance Strategy & Transformation
EY
5-2021 - 3-2022
Associate - Capital & Liquidity Management - Treasury
JPMorgan Chase & Co.
8-2020 - 4-2021
Consultant - Program & Financial Operations
Deloitte Consulting
In the press

Media appearances

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Education
Bachelor of Business Administration (B.B.A.)
University of Washington
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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