Professional Summary
David Tanti is the Head of Business Development at FreeWill, an online estate planning platform, where he has held various positions since June 2019. His roles include Director of Business Development, Special Project Manager, and Account Executive. David is noted for his involvement in significant strategic partnerships and advocacy for integrating financial and estate planning services.
Corporate Contributions and Roles
FreeWill
FreeWill is a notable platform that has empowered nearly 1 million Americans to access financial planning tools and has facilitated billions of dollars in charitable commitments. David’s primary responsibilities at FreeWill include:
- Overseeing business development initiatives.
- Leading strategic partnership efforts, such as the collaboration with Sureify to broaden the scope of financial planning services.
- Advocating for the close relationship between financial and estate planning, emphasizing the dual benefits for advisers and their clients.
David Tanti is also a published author on topics concerning the convergence between life insurance carriers and estate planners, underscoring his thought leadership in the industry.
Professional Background
Prior to his tenure at FreeWill, David served in various roles within the Australian Government and the Liberal Party of Australia (NSW Division). His positions included:
- Federal Campaign Officer for the Liberal Party.
- Staffer for the Hon. Craig Laundy MP at the Parliament of Australia.
Educational Background
David is academically accomplished, holding:
- Bachelor of Laws and Bachelor of Arts in Communication from the University of Technology Sydney.
- Graduate Diploma in Legal Practice from The College of Law Australia.
Professional Affiliations
David is a member of The GTM Circle, an exclusive network for B2B GTM leaders, enabling him to stay connected with cutting-edge industry trends and practices.
Strategic Relevance
Partnerships and Influence
David’s role in forming strategic alliances, such as the partnership with Sureify, highlights his capability to drive growth and innovation within FreeWill. His leadership has been pivotal in positioning FreeWill at the intersection of financial and estate planning, providing actionable insights and significant opportunities for collaboration.
Industry Thought Leadership
As an author and speaker, David’s insights on the integration of estate planning with financial advisory services reinforce FreeWill’s mission and enhance its standing in the market. His contributions to industry publications and events solidify his authority and influence.
Key Expertise
- Business Development Leadership: Proven track record of driving business growth initiatives.
- Strategic Partnerships: Expertise in establishing and nurturing key industry collaborations.
- Government and Legal Background: Leveraging previous roles for strategic insights and regulatory compliance.
- Thought Leadership: Frequent contributor to discussions on financial and estate planning convergence.
Conclusion
David Tanti's extensive experience and leadership at FreeWill make him a pivotal figure in the financial and estate planning sectors. His strategic vision, combined with his proven ability to forge significant partnerships, positions FreeWill for continued growth and innovation.
