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David Gersten Email & Phone Number

Client Service/Operations Specialist

Location: New York City Metropolitan Area, United States 3 work roles 2 schools

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✓ Verified July 2026 3 data sources Profile completeness 86%

Role

Client Service/Operations Specialist

Location

New York City Metropolitan Area, United States

Who is David Gersten? Overview

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Quick answer

David Gersten is listed as Client Service/Operations Specialist based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for David Gersten.

David Gersten previously worked as Client Service Representative/Operations Specialist at Rbc Wealth Management and Relationship Manager at J.P.Morgan/Bear Stearns. David Gersten holds Master’S Degree, Engineering from Manhattan College.

Profile bio

About David Gersten

Relationship Management Professional at leading financial service firms with extensive experience in client service, trade support, operations, and performance reporting for Registered Investment Advisors, Separate Account Managers, and 3rd Party Vendors. *Expertise in all aspects of the financial services industry involving rules/regulations and in trading equities, fixed income securities, options, mutual funds, and ETFs. *Experience with onboarding new Registered Investment Advisors.*Strong knowledge of KYC/CIP, Due Diligence, and AML.*Excellent project management, client relationship, quality assurance, analytical skills, and problem resolution abilities.*Detailed and efficiency oriented.

Listed skills include Financial Services, Trading, Equities, Mutual Funds, and 36 others.

3 roles · 30 years

David Gersten work experience

A career timeline built from the work history available for this profile.

Client Service Representative/Operations Specialist

Rbc Wealth Management

New York, Ny

Provided client service, operational support, trade support, performance reporting and onboarding to Registered Investment Advisors and Separate Account Managers.*Reviewed, processed, and resolved various advisor /money manager requests including new account process, trade reconciliations, cost basis analysis, versus purchase updates, cancel/rebills, option assignments, 1099 issues, reorgs, optional dividends, periodic journals, standing letters of authorizations, and management fees.* Generated reports/queries to resolve diverse advisor inquiries.* Set up Registered Investment Advisors for performance reporting with Informa Investment Solutions (Investment Scorecard). Reviewed and researched all performance related issues and root causes and reconciled to the advisor's satisfaction.*Onboarded new Registered Investment Advisors onto RBC's platform.

2010 - 2015 ~5 yrs

Relationship Manager

J.P.Morgan/Bear Stearns

New York, Ny

Provided client service, operations support, trade support, and performance reporting to Registered Investment Advisors, Separate Account Managers, and 3rd Party Vendors. *Client inquiries were assorted and included new accounts, margin, management fees, reorganizations, dividends, trade reconciliations, technical support and enhancements for system applications, technology requests, and Prime Broker account set-ups and issues.*Generated Performance Reports for Registered Investment Advisors via Investment Scorecard. Set up advisors for performance reporting and resolved performance related issues.*Generated reports/queries needed by Advisors and Separate Account Managers.

2001 - 2010 ~9 yrs

Senior Investment Service Representative

Csfbdirect

Jersey City, New Jersey

Provided client service, operational support, and trade support to retail clients.*Directed all aspects of daily operation including the supervision, training, scheduling, and assignment of subordinate staff. *Responded to customer inquiries on new accounts, margin accounts, trading, account transfers, reorganizations, and dividends. *Researched and resolved customer account problems and/or complaints.

1997 - 2001 ~4 yrs

2 education records

David Gersten education

Master’S Degree, Engineering

Manhattan College

Bachelor’S Degree, Engineering

Manhattan College

FAQ

Frequently asked questions about David Gersten

Quick answers generated from the profile data available on this page.

What is David Gersten's role at their current company?

David Gersten is listed as Client Service/Operations Specialist.

Where is David Gersten based?

David Gersten is based in New York City Metropolitan Area, United States.

What companies has David Gersten worked for?

David Gersten has worked for Rbc Wealth Management, J.P.Morgan/Bear Stearns, and Csfbdirect.

How can I contact David Gersten?

You can use AeroLeads to view verified contact signals for David Gersten, including work email, phone, and LinkedIn data when available.

What schools did David Gersten attend?

David Gersten holds Master’S Degree, Engineering from Manhattan College.

What skills is David Gersten known for?

David Gersten is listed with skills including Financial Services, Trading, Equities, Mutual Funds, Relationship Management, Client Services, Operations, and Fixed Income.

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