Phil Soh

Managing Director | Greenlake Asset Management, LLC

Role
Managing Director at Greenlake Asset Management Llc
Location
South Pasadena, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Phil Soh

High-performing professional with 20+ years of experience in management, credit administration, underwriting, and sales. Worked at positions in all market segments (business banking, middle markets, and corporate lending). Extensive experience in structuring specialized lending products in addition to standard loan products (CRE & UCC), excellent understanding of regulatory guidelines, reviewing loan documents, and interacting with sales teams. Noted for ability to maintain high level of customer service through proactive communication with customers and internal business partners. Previously held various NASD securities licenses including the Series 7 & 24 (Registered Principal).Ideal candidate for a management position in Credit Administration, Commercial Lending, or Wealth Mgmt.

Experience

  1. Managing Director

    Greenlake Asset Management Llc

    Feb 2024 — Present · Pasadena, CA, US

Education

  • California State University, Northridge

    Bachelor's Degree, Business Administration - Finance

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