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