Katelyn Baehrle
Client Services Manager at Ellis Investment Partners, Llc
Based in Philadelphia, United States
7-day free trial · no credit card
Seniority
Manager
Department
Customer/Client Service
Location
Philadelphia
Industry
Financial Services
Company size
20
Contact information
Reveal Katelyn's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
k•••••••@ellisinvestmentpartners.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Katelyn Baehrle
In my role as Client Services Manager, my responsibilities at Ellis Investment Partners include overseeing the processing of new accounts and addressing our client’s needs. I am trained in our new reporting platform, Black Diamond, and I often work with our Portfolio Management Operations Team, providing additional support with various firm wide tasks. In addition, I was also appointed an Officer of the firm.
Decision-makers
Other people at Ellis Investment Partners, Llc
- JGDirector
Jennifer Garrett
Senior Portfolio Manager · Finance & Accounting
- RSStaff
Robin Sun
Financial Planning and Portfolio Consultant · Finance & Accounting
- SCStaff
Samuel Carpin
Financial Advisor · Finance & Accounting
- SCStaff
Stacey Costin
Executive Assistant · General Business & Management
- NSC-Team
Nick Sun
Chief Compliance Officer · Legal
Build a list of verified contacts at Ellis Investment Partners, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Katelyn
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime