Client Relationships
-
BusinessJimmie Darrell Summers
Jim Summers has spent 40 years in financial services, starting at Merrill Lynch and building a Tulsa-based practice on consistency, communication, and long-term client…
-
BusinessSarah Fowlkes
Sarah Fowlkes is a Client Account Manager at Jacobs supporting Army and Air Force clients, and President of SAME San Antonio Post, where she…
-
SalesAndres Aiza
Andres Aiza is a Senior Associate at Alpine Partners in Houston, Texas, specializing in industrial investment sales and project leasing across the Greater Houston…
-
SalesTravis Braulick
Travis Braulick talks about building a financial practice on consistency, why answering the phone is a competitive advantage, and what clients need most when…
-
SalesShane Kinahan
Shane Kinahan is an investment manager and principal at Lake Avenue Capital in Greenwich, Connecticut. A former Goldman Sachs vice president, he brings Wall…
-
BusinessJane Coogan
Jane Coogan is an estate planning and probate attorney and Partner at Coogan Smith, LLP in Attleboro, Massachusetts, focused on estate planning, probate, and…
-
SalesBen Roper
Ben Roper is a REIT specialist at Capital Square in Richmond, Virginia, focused on 721 UPREIT exchanges. This spotlight covers trust-first dealmaking, reputation risk,…
-
Real EstateCaleb Roy
Caleb Roy has spent thirty-eight years in Waterloo, Ontario, building a real estate career on community roots, trilingual client service, and three awards for…
-
BusinessJoe DeGenova
Joe DeGenova moved from a materials engineering degree and a career in steel industry technical sales into small business ownership, founding Big D Print…
-
SalesSteven M. Gillhouse
Steven M. Gillhouse is vice president of sales at Cornerstone Building Brands, a sales and marketing executive whose two-decade career spans Simonton Windows, USG…
-
Real EstateMichelle Kam
Michelle Kam, founder and broker of Re/Max City Accord Realty Inc. in Toronto, built her brokerage around integrity, sustainability, and client-focused service, drawing on…
-
Real EstateLarry Weltman
Larry Weltman has spent more than twenty years in commission advances for Toronto Realtors, bridging the gap between closed deals and paid commissions. He…