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