Betsy Ward

Director of National Accounts

Lateral Investment Management LLC

Office Phone:

(650) 396-2200


  Pro - Try 1 Week Free
 

    and access,

  •     80K PE/M&A Contacts
  •     +
  •     4.6K PE Firms
  •     3.6K M&A Advisors
  •     198K Transactions
  •     202K Companies

  •     Market Services
  •     Build Lists
  •     Research Sectors
  •     Uncover Opportunities

Bio

Betsy Ward is the Director of National Accounts and is responsible for wholesalers fundraising in the IBD channel. Betsy was previously a Senior Vice President of National Accounts at Legendary Capital and brings over thirty-years of experience in the broker-dealer community. Prior to her role at Legendary, Betsy’s experience spans Franklin Templeton, Invest Financial, AEI Capital Corporation and GK Development. Betsy has worked with REITs, limited partnerships, 1031 DSTs and TICs, Reg D offerings, Reg A offerings, private and public securities, and traditional investment assets. Betsy currently maintains FINRA Series 6, 7 and 63 licenses. Betsy prides herself on being an athlete and a grandmother. She can be found at an Orangetheory Fitness studio six days per week as well as wintering in Panama City Beach, FL where her three grandchildren reside.

Education