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Timothy Y. is a finance and investments professional with extensive experience in trading, operations, and client resolution. Currently serving as a Trading & Operations Associate at Ladenburg Thalmann since June 2022, Timothy specializes in retirement account management for ultra-high net worth clients, resolving complex account discrepancies, and providing tailored financial solutions. Previously, Timothy held positions at Intact Insurance Specialty Solutions as an Accounting Technician and at UBS as a Financial Services Client Resolution Specialist, where expertise in tax reporting and client inquiries was demonstrated. Earlier career roles include management of a multi-million dollar aquatic facility for the Town of Westfield and administrative support at New Century Printing. Additionally, Timothy contributed as an Equity Research Analyst at Salisbury University, managing an all-equity portfolio. Timothy holds a Bachelor of Applied Science from Salisbury University.