New Account Specialist, Financial Services, Individual Buyer, Pinellas Park, USA
Individual Buyer in Pinellas Park Looking to Buyout Industrial Machinery and Industrial Automation Businesses Upto USD 2.5 million
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Name, Phone, EmailAvailable after connect
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CompanyAvailable after connect
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Professional Summary
I help clients set up their accounts and navigate their financial needs. My role focuses on providing excellent customer service and ensuring a smooth on-boarding experience for new investors. I am knowledgeable about financial products and eager to assist clients in reaching their investment goals.
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Transaction Preference
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Investment SizeUpto 2.5 million USD
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Investment Criteria
I deeply respect owners who have built something meaningful and are now seeking the right person to carry it forward. I am drawn to turnkey businesses because I value established operations, loyal customers, and the dedication that has already gone into making a venture successful. I approach opportunities with a long-term mindset, strong work ethic, and a commitment to stability and consistency. My intention is to preserve what has been built, care for customers and employees, and ensure a smooth transition that honours the legacy of the business.
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Overall Rating
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Local Time1:12 PM (America / Chicago)
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StatusActive
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Sector Preference
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Location Preference
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Recent Activity
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Connected with 1 business
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Preferences
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