Aneri Jambusaria has spent her career in wealth management, inspired by immigrant parents who viewed financial planning as security for underserved families. Now leading wealth management at LPL Financial, a firm with $2 trillion in assets and serving seven million Americans, she credits her C-suite rise to a mindset shift from scarcity to abundance and a stronger appetite for risk. Jambusaria calls this the most exciting era yet, as investing once reserved for the ultra-wealthy becomes accessible to everyone.

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ServiceNow CFO Gina Mastantuono grew up determined never to rely on anyone. Her first career move was cautious after a friend told her accounting was “recession proof.” A series of smart and calculated leaps turned that safe start into a rapid climb.

Today Mastantuono is paid to take big swings and deliver results. Under her financial leadership ServiceNow entered the Fortune 500 in 2023 and has remained on the list ever since.

For the first episode of Next to Lead Fortune executive editor Ruth Umoh explores how Mastantuono built a career that spans industries and continents from auditing at Ernst & Young to CFO roles at tech giant Ingram Micro and now ServiceNow. She explains how to recognize the right moment to switch industries, why technical expertise remains critical in the C-suite, and what rising leaders should know about seizing their next big opportunity.

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