Carey Wallace
Carey is a relationship-focused proven leader who is passionate about helping small businesses win. She’s focused on helping small business owners leverage data to make informed business decisions, grow and succeed. She has demonstrated throughout her career that she can develop and implement thoughtful strategic plans, translate theory to practical application and deploying tactics throughout the organization that produce effective results.
Experienced Chief Executive Officer, Chief Operating Officer and Chief Financial Officer with a demonstrated history of working in the insurance industry. Her experience includes technology startups, Nonprofit Organizations, insurtech, small business, building a business consulting practice focused on independent agency valuation and building and leading a data-analytics organization. She possesses strong skills in Budgeting, Business Planning, Financial Forecasting, operations and Strategic Planning.