Account Type******** ****Account Owner******* ******Account Opps/Deals****** *****Closed Won • Nov 24**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
Bill FischerChief Accounting OfficerView Profile, bill fischerSarah MaceChief Financial OfficerView Profile, sarah maceDavid LowenthalTax Partner Exempt Organizations LeaderView Profile, david lowenthal