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
Lisa MillerFounder Consulting CFOView Profile, Lisa MillerTiffanie BurkhalterChief Financial OfficerView Profile, Tiffanie BurkhalterAnn MitchellNational Finance Director Security Systems CanadaView Profile, Ann Mitchell