Newtek Business Services Corp.
Newtek Business Services Corp. is pleased to announce that Pat Landau will be taking over as the principal Relationship Manager for our Morgan Stanley partnership. With over 20 years of experience in the financial institution space, we feel confident Pat can provide added value - having prior experience working for Smith Barney, Morgan Stanley and UBS in senior management roles.

Tom Stier, who has been the Relationship Manager for almost five years, is taking on other responsibilities with Newtek. He will, however, retain his regional contacts with Morgan Stanley. We are grateful for the leadership Tom has provided.

These changes will not impact your current Regional Vice President relationship support with Newtek. Pat will serve as an additional Newtek point of contact for any questions, escalations, etc.

Newtek makes it easy to submit referral opportunities with our proprietary platform called NewTracker. The referral process is simplified with NewTracker, requiring you to enter a few simple details to get started. A Newtek lending specialist will take it from there.

If you have not done so already, we encourage you to create an account in NewTracker to ensure you are appropriately credited for your client referrals.

Creating an account is simple:
  1. Click on this link: https://www.newtekreferrals.com/partner-form?code=TW9yZ2FuIFN0YW5sZXkgU21pdGggQmFybmV5
  2. Fill in all fields
  3. Enter YOUR MORGAN STANLEY EMAIL ADDRESS (This will be your User ID)
  4. Hit submit
You will receive a notification from NewTracker once your access is granted. This usually happens within a few hours of submitting your request. We highly encourage you to share this information with your peers as they may also have clients or prospects who could benefit from Newtek's greater business lending capabilities.

Please join us in welcoming Pat and we look forward to growing the partnership between the two firms.
Contact:
Patricia Landau
Regional Vice President
(212) 273-8288
PLandau@NewtekOne.com