David Lager, CFA in

David Lager, CFA

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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.

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Strategic Priorities
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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

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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
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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