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David Gersten is listed as Client Service/Operations Specialist based in New York City Metropolitan Area, United States, 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.
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.
A career timeline built from the work history available for this profile.
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.
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.
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.
Quick answers generated from the profile data available on this page.
David Gersten is listed as Client Service/Operations Specialist.
David Gersten is based in New York City Metropolitan Area, United States, United States.
David Gersten has worked for Rbc Wealth Management, J.P.Morgan/Bear Stearns, and Csfbdirect.
You can use AeroLeads to view verified contact signals for David Gersten, including work email, phone, and LinkedIn data when available.
David Gersten holds Master’S Degree, Engineering from Manhattan College.
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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