Rachel Wender
- Role
- Managing Director at Tag Financial Institutions Group
- Location
- Fort Wayne, IN, US
- LinkedIn followers
- 500 followers
About Rachel Wender
I have a growth mindset and am passionate about connecting companies, building…
Experience
Managing Director
Tag Financial Institutions Group
Jan 2022 — Present
I bring 13 years of insurance distribution experience to the middle-market investment banking space and provide merger and acquisition, capital raising and stakeholder advisory services. I am dedicated to providing clients with a high level of service, starting with understanding the business goals and the goals of the those who own it. I originate, structure and complete successful transactions that maximize value and quality of life for all involved.
Education
University of Missouri-Columbia
Bachelor of Science (B.S.), Business Administration; Finance, Banking and Real Estate
2003 — 2007
University of Missouri-Columbia
Master of Business Administration (M.B.A.), Finance
2007 — 2008
Skills
- Life Insurance
- Project Management
- Financial Analysis
- Risk Management
- Overseas Experience
- Marketing
- Negotiation
- Accounting
- Insurance
- Analysis
- Microsoft Excel
- Six Sigma
- Public Speaking
- Management
- Budgets
- Customer Service
- Sales
- Finance
- Term Life Insurance
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