Anil Pirbhai
Vice President | Wintrust Agent Finance
- Role
- Vice President Relationship Manager at Wintrust Agent Finance
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President Relationship Manager
Jan 2025 — Present · Rosemont, IL, US
Our mandate is to serve as a long-term capital partner for all insurance agency & advisory participants. By taking a creative approach to deal making and structuring, our team is committed to deploying capital to foster continued growth and expansions of agencies across the nation
Education
DePaul University
Bachelor's degree, Finance
DePaul Driehaus College of Business
MBA, Economics
Skills
- Strategic Planning
- Financial Reporting
- Quickbooks
- Microsoft Powerpoint
- Time Management
- Microsoft Office
- Market Research
- Accounting
- Invoicing
- Budgets
- Customer Service
- Retirement Planning
- Management
- Accounts Receivable
- Tax
- Windows
- Account Reconciliation
- Microsoft Word
- Public Speaking
- Leadership
- Research
- Abila
- Microsoft Excel
- Powerpoint
- Financial Analysis
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