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Judith Kaufman

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Judith Kaufman

Team Administrator-Relationship Management | Merrill Lynch

New Jersey, Wyckoff, United States

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Judith Kaufman

Summary

Judith Kaufman is an accomplished Vice President Senior Wealth Planner at The Liss Group at Merrill Lynch, bringing extensive experience in wealth management and relationship management. With a career spanning over two decades, she has held key positions in prestigious firms like Morgan Stanley and UBS. Judith's expertise lies in management and directing teams towards achieving financial goals for clients. Her academic background includes a Bachelor of Arts in History from California State University, Northridge. Judith is known for her strategic thinking and ability to foster strong client relationships, which have contributed to her success in the finance industry. She is passionate about empowering clients through informed financial decisions and is committed to continuous professional development. Judith's leadership experience and adaptability make her a valuable asset in any organization.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Judith Kaufman

Work Experience

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Vice President Senior Wealth Planner at

Merrill Lynch

January 2022 - Present

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Judith Kaufman

Education

California State University, Northridge, Bachelor of Art, History

January 2000 - January 2003

Frequently Asked Questions about Judith Kaufman

What is Judith Kaufman email address?

Judith Kaufman's primary email address is **************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Judith Kaufman work for?

Judith Kaufman is a Team Administrator-Relationship Management at Merrill Lynch.

Where Judith Kaufman graduated from?

Judith Kaufman holds a degree in null from California State University, Northridge.

How can I directly contact Judith Kaufman?

To contact Judith Kaufman directly, you can use the email address **************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Judith Kaufman?

Judith Kaufman is an accomplished Vice President Senior Wealth Planner at The Liss Group at Merrill Lynch, bringing extensive experience in wealth management and relationship management. With a career spanning over two decades, she has held key positions in prestigious firms like Morgan Stanley and UBS. Judith's expertise lies in management and directing teams towards achieving financial goals for clients. Her academic background includes a Bachelor of Arts in History from California State University, Northridge. Judith is known for her strategic thinking and ability to foster strong client relationships, which have contributed to her success in the finance industry. She is passionate about empowering clients through informed financial decisions and is committed to continuous professional development. Judith's leadership experience and adaptability make her a valuable asset in any organization.

Judith`s contact details

mail

**************@ml.com

Colleagues

Harish Ragavan

Vice President

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Harold Schloss

Director of Software Support Services

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Harrison Porter

Wealth Management Advisor, Senior Vice President

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Harriss Lauderdale

Senior Financial Advisor, Vice President

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Harry Loftus

Wealth Management Advisor, Senior Vice President

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Harry Ratliff

Wealth Management Advisor, Vice President

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Harry Zwick

Private Client Advisor

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Harvey Snider

Wealth Management Advisor, Senior Vice President

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Heather Cleary

Management Trainee/Acting as Branch Manager

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