Case Study

Investment Banker Reaches More Clients Outside His Reach Through Zoom

Investment Banker Reaches More Clients Outside His Reach Through Zoom

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When making large transactions amounting to millions of dollars, there are arrangements to be made with trusted investment bankers that oversee these deals. In these situations, the investment banker has to be prepared to arrange meetings, market to prospects, and coordinate representatives from several dispersed locations. Traditionally, one would do this either via the phone or by traveling to an in-person meeting. John Slater, a partner a

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