Stephanie Weitzman
- Role
- Senior Client Service Associate at Ballentine Partners, LLC
- Location
- Newton Highlands, MA, US
- LinkedIn followers
- 500 followers
About Stephanie Weitzman
Experienced Senior Client Service Associate with a demonstrated history of working in the…
Experience
Senior Client Service Associate
Jan 2009 — Present · Waltham, MA, US
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. Our firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families 30 years ago, and we continue to be a thought leader in the field. Our clients require comprehensive, integrated, and objective advice. We scale our services to meet the breadth of our clients’ needs, whether it’s investment management and planning for a family office or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
Education
University of Massachusetts Amherst
BS, English & Elem Ed
1990 — 1994
Lesley University
M.Ed, Computers in Education
1994 — 1996
Skills
- Legal Assistants
- Client Service Associate
- Customer Service
- Microsoft Office
- Event Planning
- Client Education
- Outlook
- Client Co-Ordination
- Cookbooks
- Calendar Planning
- Constant Contact
- Executive Assistant
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.