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. Dee attended Christopher Newport University for Business Management/Administration and holds the CIC Designation. (Certified Insurance Counselor).