Kimberly Wittlieb
Director | Business Management | Corporate & Investment Banking | Credit Management at TD Securities
- Role
- Director - Corporate & Investment Banking - Portfolio Specialist, Credit Management at TD Securities
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Kimberly Wittlieb
As an executive business partner, I collaborate with leadership teams throughout the organization to enable comprehensive management of risk, operations, and strategic planning in alignment with organizational goals. Fifteen years with UBS in diverse leadership roles enabled me to gain expertise in Corporate Lending, Leveraged Capital Markets, and Leveraged Finance. I possess current Series 79 and 63 licenses.I thrive in strategic leadership roles guiding diverse initiatives that may range from regulatory standards adoption, to asset designation, to improvements in deal flow and forecasting. Client-facing and consultative, I work collaboratively to design high-impact solutions that mitigate risk while maximizing sustained business profitability. I am currently seeking Business Management opportunities leading operational excellence, team performance, and process optimization.
Experience
Director - Corporate & Investment Banking - Portfolio Specialist, Credit Management
Jul 2023 — Present · NY, US
Education
James Madison University
Bachelor of Business Administration - BBA
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