Anita Bartoski, Forma Financial Planning | Find your best path for intro

Anita Bartoski

Client Experience And Operations

🏢 Job Change

(a month ago)

Forma Financial Planning

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type****** ****

Account Owner******** ***

Account Opps/Deals

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Closed Won • Feb 25

**K $

Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

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Anitas’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Anitas’ Past Experience

Forma Financial Planning
Client Experience and Operations
Apr 25 - Present
Usaa
AVP Senior Experience Owner
Sep 10- Apr 25
Infinity Marketing
Creative and Production Manager
Aug 07- May 08

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