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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
September 15, 2003 at 08:00 PM
NU Online News Service, Sept. 15, 2003, 1:36 p.m. EDT – Wachovia Insurance Services, Winston-Salem, N.C., has hired Karen Lehman to be chief financial officer.
Lehman previously was CFO at Palmer & Cay Inc., Savannah, Ga. Before joining the insurance industry, she worked in public accounting for five years.
Lehman has a bachelor’s degree in accounting from the University of Akron. She holds the Certified Public Accountant and Personal Financial Planning professional designations.
Wachovia Insurance, an insurance broker with annual revenue of about $150 million, is a unit of Wachovia Corp., Charlotte, N.C.
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