Account Type**** ******Account Owner***** ****Account Opps/Deals*** *****Closed Won • Mar 25***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
Dipak RaoSales Director North AmericaView Profile, Dipak RaoCourtney MccureEnterprise Account ExecutiveView Profile, Courtney MccureMark Anthony NotteAccount ExecutiveView Profile, Mark Anthony Notte