See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
Sen Z.
- Claim this Profile
Bio
Experience
-
Corrigit Capital Group
-
Pasadena
-
Founder/ Managing Partner
-
Jan 2018 - Present
-
Pasadena
We operate as a fiduciary, strictly adhering to a fee-only model in our role as asset management advisors. Our commitment lies in crafting tailored investment portfolios for clients, leveraging sophisticated risk management techniques and strategies sourced from premier financial institutions and asset management firms. Prioritizing the protection of our clients' capital, we simultaneously seek out strategic opportunities for growth. Our team boasts a proven track record in active asset management and benefits from privileged access to exclusive deal flow networks. By functioning as a fee-only advisor, we uphold the highest standards of transparency, always acting in the best interests of our clients. Our dedication to providing personalized service is underscored by our small team structure, ensuring each client receives the attention and expertise they deserve.
-
-
-
Sunstone Management
-
long beach
-
Senior Manager
-
May 2015 - Jan 2018
-
long beach
A private equity fund (SME and lower middle market lending investment ).
-
-
Education
-
2011 - 2012Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Business Strategy
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community
