Clermont Wealth Employee Directory

Q: Who are Clermont Wealth key employees?

Some of Clermont Wealth key employees are Laurie Bodisch , Elaine Kowalski , Milton White , Cliff Short , Dennis Maurer

Clermont Wealth has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Key Employees of Clermont Wealth

LB
Laurie Bodisch
Vice President, Portfolio Manager
PhoneEmail
EK
Elaine Kowalsk...
Senior Vice President
PhoneEmail
MW
Milton White
Vice President
PhoneEmail
CS
Cliff Short
Vice President
PhoneEmail
DM
Dennis Maurer
Vice President, Unique and Special Assets Manager
PhoneEmail
GC
Gerri Caldwell
Vice President and Estate Administrator III
PhoneEmail

Clermont Wealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Clermont Wealth

Hundreds of professionals searching for Clermont Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

PC
Paul Cohn
Email Direct
Senior Vice President and Team Leader Relationship Manager CIMA(R)

DM
Dennis Maurer
Email Direct
Vice President, Unique and Special Assets Manager

TS
Tom Shields
Email Direct
Vice President and Tax Manager

MM
Mindy Miller
Email Direct
Senior Portfolio Manager & Administrator

EK
Elaine Kowalski
Email Direct
Senior Vice President

MW
Milton White
Email Direct
Vice President

CS
Cliff Short
Email Direct
Vice President

GC
Gerri Caldwell
Email Direct
Vice President and Estate Administrator III

DS
David Snover
Email Direct
Client Services Officer

LV
Lori Vo
Email Direct
Private Banking

MT
Mary Terry
Email Direct
Relationship Manager

SG
Stephanie Gordon
Email Direct
Account Assistant & Administrator

LB
Laurie Bodisch
Email Direct
Vice President, Portfolio Manager

Former Employees at Clermont Wealth

Explore people who held key positions, contributed to Clermont Wealth's success, and advanced their careers.

Bruce Eden

Senior Vice President ... at Fundación Superarse

Worked as Senior Vice President Senior Portfolio Manager

at Clermont Wealth

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Heather Maloney

Relationship Manager at Fundación Superarse

Worked as Relationship Manager

at Clermont Wealth

Direct

Conni Ray

Vice President, Manage... at Fulton Bank

Worked as Project Officer

at Clermont Wealth

Direct

Mask Content

Fiduciary Advisor at Fulton Bank

Worked as Trust Account Assistant & Administrator

at Clermont Wealth (2000-2023)

Direct

Mask Content

Senior Vice President ... at Fulton Bank

Worked as Senior Vice President and Relationship Manager

at Clermont Wealth (2017-2019)

Direct

Mask Content

Mortgage Loan Officer ... at GreenState Credit Unio...

Worked as Administrative Assistant

at Clermont Wealth (2017-2018)

Direct

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Frequently Asked Questions Regarding Clermont Wealth Employees

How many employees does Clermont Wealth have?

Clermont Wealth has 11-50 employees

Who are Clermont Wealth key employees?

Some of Clermont Wealth key employees are Laurie Bodisch, Elaine Kowalski, Milton White, Cliff Short, Dennis Maurer

How do I contact Clermont Wealth?

Clermont Wealth Contact Info: Website: www.clermontwealth.com

What does Clermont Wealth do?

Fulton Private Bank specializes in personal wealth management, offering tailored financial strategies to help clients preserve and grow their wealth. Their services include investment management, concierge banking, and estate planning, all designed to meet the unique needs and goals of their clients. The bank prides itself on providing dedicated su... Read More

Is Clermont Wealth a public company?

Clermont Wealth is private company therefore does not currently have an official ticker symbol

See more information about Clermont Wealth Employees