Account Type******** *****Account Owner******** *****Account Opps/Deals******* ******Closed Won • Feb 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Penderfund Capital ManagementDirector, Institutional SalesJan 25 - PresentNinepoint PartnersVice President, Product Specialist Apr 19- Jan 25TdInvestment AdvisorSep 13- May 15
David LassenStrategic Account DirectorView Profile, David LassenJulia KalezRegional Sales DirectorView Profile, Julia KalezZachary CohenHead Of Commercial SalesView Profile, Zachary Cohen