TD Securities
Kimberly Wittlieb is an accomplished finance professional with extensive experience in corporate and investment banking, currently serving as a Director - Portfolio Specialist and Director - Business Innovation at TD Securities since March 2021. Prior to this role, Kimberly held various leadership positions at UBS from August 2004 to November 2019, including Executive Director in Leveraged Debt Capital Markets and Risk Management, where responsibilities included managing global syndicated loan deals and overseeing corporate loan portfolio analyses. Kimberly also served as Associate Director in roles focusing on corporate lending and business management, demonstrating a strong capacity for strategic initiatives and process improvements. Earlier experience includes a Business Analyst position at Cardinal Health, supporting sales operations and compensation planning. Kimberly holds a Bachelor of Business Administration in Finance from James Madison University.
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TD Securities
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As a leading corporate and investment bank, TD Securities offers a wide range of integrated capital markets products and services. Our corporate, government, and institutional clients choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As an integrated team, we work to deliver value for our clients every day. For relevant legal disclaimers, visit tdsecurities.com/ca/en/legal.