Pramod Navani
About Pramod Navani
Current Role as COO and CFO
Pramod Navani has been serving as the Chief Operating Officer and Chief Financial Officer since he joined the company in September 2015. In these roles, he handles all the financial reporting and operational responsibilities. Additionally, he is responsible for managing client implementations and support across North America. His comprehensive role ensures the smooth functioning of various departments and financial robustness within the organization.
Previous Experience in Financial Services
Prior to joining the current company, Pramod Navani accumulated 14 years of experience in the financial services industry. Notably, he served as the Chief Financial Officer at a boutique estate planning and life insurance brokerage firm in New York City. During his tenure, Pramod managed Finance, Human Resources, Operations, and IT departments, showcasing his multifaceted expertise in organizational management.
Entrepreneurial Ventures
Pramod Navani has also been involved in the entrepreneurial landscape. He was the founder of an online marketing solutions company based in New York City. His venture into this field highlights his ability to innovate and lead in different business domains, expanding his professional repertoire beyond traditional financial services.
Personal Life and Hobbies
Currently residing in Pittsboro, NC, with his wife, Pramod Navani balances his professional life with active personal interests. In his free time, he enjoys playing tennis and pickleball. These activities reflect his dedication to maintaining a healthy lifestyle while also providing a balance to his demanding professional roles.