Executive Vice President, Business Development
Dee joined Sheri’s team in 2017 and brings her many years of experience dedicated to the financial services industry. Previously, Dee was a Senior Relationship Manager and Vice President at a global insurance brokerage. She has 20+ years of experience and expertise in brokering insurance protection for securities broker-dealers, investment advisors, life insurance companies and agents. Dee has worked with several associations to deliver Best-In-Class insurance products and offerings to its members. This includes the FINRA (fka NASD) sponsored Fidelity Bond program for Broker-Dealers.
Dee has met the insurance demands of a wide variety of firms, including those involved with Mergers & Acquisitions, Investment Banking, Private Equity, Diligence Consulting and FinTech specialists. She is an expert with E&O, D&O, Fidelity and Cyber insurance.
Dee attended Christopher Newport University for Business Management/Administration and holds the CIC Designation. (Certified Insurance Counselor).
Dee has settled in a rural part of Virginia in a newly built home after working in our industry in Kentucky, Washington D.C. and Wisconsin. When she takes her insurance hat off, it is replaced with a construction hard hat, a gardening apron or a visor and hiking boots to explore the beautiful countryside.