David Lager, CFA in

David Lager, CFA

Inquirer · DISC type cd
Vice President - Sponsor Finance and Direct Lending Portfolio Management at MUFG
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
13 Years
Current Role
Vice President - Sponsor Finance and Direct Lending Portfolio Management
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How David shows up

Demanding
Hard To Convince
ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Priorities

Topics David cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2023
Vice President - Sponsor Finance and Direct Lending Portfolio Management
MUFG
7-2022 - 3-2023
Senior Associate
Strategy&
10-2019 - 6-2022
Associate Analyst 1
Moody's Investors Service
3-2018 - 10-2019
Associate Analyst 2
Moody's Investors Service
10-2015 - 4-2017
Equity Research Associate
Oppenheimer & Co. Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2-2020 - 5-2022
Master of Business Administration - MBA
NYU Stern School of Business
2006 - 2010
B.S. in Business Administration
D'Amore-McKim School of Business at Northeastern University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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