William Dulude
William began his finance career as a Java Developer, creating order and portfolio management systems. He utilized his technical skills to modernize and automate operations, taking on leadership roles such as Director of Operations at Courant Capital, as well as roles at KCG and Tower Research Capital. His expertise continued to grow when he served as Global Head of Operations at Tagomi, which was acquired by Coinbase in 2020. Before founding HappyPath, he was Chief Product Officer at Clear Street, a $2 billion startup revolutionizing the prime brokerage space, where he oversaw enterprise-level product strategy.
Elliot H. Kallen
Elliot H. Kallen is a seasoned leader with over 30 years of entrepreneurial experience, primarily in the financial planning and advising industry. Having built international organizations and served as CEO of two companies, he founded Prosperity Financial Group, Inc., where he continues to lead as President. Elliot is also a frequent keynote speaker, sharing his expertise on motivation, leadership, charitable work, marketing, and financial topics at various events, podcasts, and radio shows. His strong business background is complemented by his deep involvement in community organizations, including serving on multiple boards and contributing to charitable causes.
Leslie Anderson
Leslie Anderson is an experienced C-Suite coach with over 2,500 hours of coaching, specializing in senior leadership development and organizational transformation. She works with leadership teams to address key challenges and create cultures that promote success for both the organization and its people. Leslie focuses on aligning leaders with their core values, helping them grow, and ensuring their decisions benefit the entire organization. Her coaching approach considers both the individual leader and the broader organizational system, recognizing how each impacts the other.