Account Type****** ****Account Owner*** *****Account Opps/Deals******* ****Closed Won • Jul 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Pallas CapitalSenior Distribution Partner - WealthJun 22 - PresentNexgen Stem SchoolCo-founder and DirectorJul 16 - PresentQualitasDirector - Advised Distribution - Listed & Wholesale fundsAug 20- Jun 22
Sara DapenaSales ManagerView Profile, sara dapenaNeal EggersDirector Of Account ManagementView Profile, neal eggersDoug StackhouseDirector Of Residential SalesView Profile, doug stackhouse