James Shin

Principal at Overlake Wealth Management - Bellevue, WA, US

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Location
Bellevue, Washington, United States
Company
Overlake Wealth Management
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Overlake Wealth Management

Bellevue, WA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Overlake Consulting and Brokerage is a full service business advisory and corporate brokerage firm headquartered in Seattle, Washington. Working primarily with majority owners of private companies with up to $50 million in annual revenue, we aim to be a valuable resource for our clients in every aspect of their business operations. From creation to growth to exit, we are here to guide our clients throughout the entire business cycle process with deliverables they can actually understand and implement.

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