Wendi Miller
Licensed Insurance Agent@ Allstate
Scottsdale, Arizona, United States
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Wendi Miller is a highly experienced professional with 17.5 years of work experience in risk management, credit, finance, portfolio management, financial services, negotiation, and insurance. She is currently the Asset Management Insurance Director at Spivak Financial Group in Arizona & Pennsylvania. Wendi has a client base of over 445m and has worked in various roles, including Director at Allstate, Licensed Insurance Agent at Allstate, Independent Agent at Farmers Insurance, Audit and Compliance at JPMorgan Chase & Co., and Senior Risk Analyst at GE Insurance. She has a strong background in the financial services industry and is based in the United States.
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Emails and Phone Numbers

@spivakfinancial.com
@discover.com
+1 702982****
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About

Spivak Financial Group is a financial services company with offices in Arizona & Pennsylvania. Asset Management Insurance Director. Client base with AUM of over $445m

Work Experience

2775 Sanders Road, Northbrook, IL, 60062, US

Insurance

55348
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Wendi Miller's Professional Milestones

  • Independent Agent (2014-03-01~2015-04-01): Providing expert guidance and support to clients, ensuring successful transactions and enhancing their confidence.
  • Audit And Compliance (2008-10-01~2013-11-01): Implemented comprehensive audit strategies to ensure adherence to regulatory standards and enhance customer satisfaction.
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Education

Grand Junction High School
Grand Junction High School1988-1991