Account Type******* ***Account Owner*** ****Account Opps/Deals*** ********Closed Won • Jan 25**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Endowment Partners LlcDirector of InvestmentsOct 24 - PresentNorthwestern MutualDirector of Investments & OperationsFeb 19- Apr 24Stoneridge Investment PartnersSenior Portfolio Manager & Investment Strategy Committee MemberJan 15- Jan 18
Sagit ShayFinance ManagerView Profile, Sagit ShayDerek XiaoInvestorView Profile, Derek XiaoMia LokCorporate ControllerView Profile, Mia Lok