Account Type****** ***Account Owner****** ***Account Opps/Deals***** ********Closed Won • Feb 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
William BlairManaging Director, Insurance Investment BankingAug 24 - PresentWaller Helms AdvisorsManaging Director & Partner, Insurance Investment BankingJan 20- Aug 24Cna InsuranceVice President, Financial Planning & AnalysisJan 13- Jan 19
Adi DehejiaChief Financial OfficerView Profile, Adi DehejiaMatt PurdyChief Financial OfficerView Profile, Matt PurdyCaroline Bec CoxChief Financial OfficerView Profile, Caroline Bec Cox