Testimonials

“I met Wendy through our time together at Coterie, and she improved everything she touched. We were still pretty early on and she cleaned up our compliance processes, helping teach everyone around her as she did it. As we grew, she scaled us too, continuing to better everything around her. I'm so grateful to have learned from her and am proud to have her as a friend!”

-Jason Johnson, MGT Insurance

“It was a pleasure working with Wendy. She brought a fresh energy and new ideas to the team, always looking for ways to simplify and automate tasks where applicable. While I didn't manage her directly, I had the opportunity to work with on various initiatives. I'm sorry to see her go, but I'm happy for her and her new chapter.”

-Michael Rossi, Venbrook

“I enjoyed my time working with Wendy! She worked hard, had a great attitude, and always wanted to achieve excellence in her work. Her knowledge and experience in compliance and risk will be a great asset for anyone that has a need for that in their insurance operation.”

-Kevin Mackey, Interstellar Certified

“During her tenure as our sole Business Compliance professional, Wendy made an indelible mark at Spot. Her dedication and expertise in maintaining regulatory standards were invaluable. Wendy not only ensured compliance but also collaborated seamlessly with cross-functional teams, aiding in deals and operations. Wendy’s proactive and autonomous approach made her an invaluable asset, often requiring minimal direction. I am sure that her ability to navigate complexities will undoubtedly benefit any team lucky enough to have her on board.”

-Kevin Tsui, Stealth Startup

“I am delighted to endorse Wendy as an outstanding professional in the field of Compliance and Insurance. Their leadership in managing regulatory requirements and mitigating risks is exceptional. Wendy has a proven track record of implementing effective compliance programs and ensuring adherence to industry standards. Their strategic insights and strong interpersonal skills make them a valuable collaborator and mentor to their team. Any organization would be fortunate to have Wendy driving their compliance and insurance efforts.”

-Ada Angeles, Amherst

"Wendy was a co-worker of mine at Sentry Insurance for about three years. One of the things that impressed me about her is the concern she had for her customers. In the time I worked with Wendy I didn’t hear a single complaint from any of her clients. They relied on her because they knew she could be trusted."

-Steve Hottmann, SelectQuote Insurance