Coleen joined JTC following the acquisition of NES Financial in 2020.
With over 20 years’ experience within financial services, Coleen has worked with brokers, accountants, lawyers, and consultants, developing key relationships with many large players in the industry, especially within financial institutions and the real estate market. She is highly skilled in handling complex financial transactions and making them simplified and scalable. Authoring several articles and blogs, Coleen is also a frequent presenter at events across the US.
In her role, Coleen specialises in Opportunity Zones, Private Equity, 1031 tax-deferred exchanges and EB-5 transactions.
Prior to JTC, Coleen worked as Vice President at Cole Taylor Bank in the US with expertise in 1031 tax deferred exchanges.