Jesse W. is a seasoned professional in the insurance and financial services sectors, currently serving as Vice President of CRM and Sales Success at EPIC Insurance Brokers & Consultants. Previous roles include Director of CRM at USI Insurance Services, Product Manager - Salesforce, and Business Systems Consultant at Wells Fargo, as well as Account Executive and Account Representative at ABD Insurance and Financial Services. Jesse W. holds a Bachelor of Science in Finance from the W. P. Carey School of Business at Arizona State University, complemented by a High School Diploma in Accounting and Finance from Monte Vista Christian High School.
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