Rachel Wender

Managing Director @Tag Financial Institutions Group

Fort Wayne, IN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Managing Director @Tag Financial Institutions Group

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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

2003 — 2007

University of Missouri-Columbia

Bachelor of Science (B.S.), Business Administration; Finance, Banking and Real Estate

2007 — 2008

University of Missouri-Columbia

Master of Business Administration (M.B.A.), Finance

SKILLS

Life InsuranceProject ManagementFinancial AnalysisRisk ManagementOverseas ExperienceMarketingNegotiationAccountingInsuranceAnalysisMicrosoft ExcelSix SigmaPublic SpeakingManagementBudgetsCustomer ServiceSalesFinanceTerm Life Insurance

ABOUT RACHEL WENDER

I have a growth mindset and am passionate about connecting companies, building…

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