Account Type******** *****Account Owner******* *****Account Opps/Deals****** ***Closed Won • Dec 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
Michael FrancisAdvisorView Profile, michael francisAisling LoewenthalAccount ExecutiveView Profile, aisling loewenthalDylan McelvainSales ManagerView Profile, dylan mcelvain