Phil Soh
Managing Director at Greenlake Asset Management Llc
Based in South Pasadena, United States
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Seniority
C-Team
Department
General Business & Management
Location
South Pasadena
Industry
Investment Management
Company size
20
Contact information
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p•••••••@greenlakefund.com
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Background
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.
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