Terry Cundiff

Terry Cundiff Email and Phone Number

VP - Section Manager, Order Generation Services at Citigroup @
Terry Cundiff's Location
New York, New York, United States, United States
Terry Cundiff's Contact Details

Terry Cundiff personal email

About Terry Cundiff

Accomplished financial services professional with fifteen years of experience encompassing brokerage retail sales, security trading, operations management, client service, and application development. Results-driven manager with a proven track record: of providing exemplary client service; building coalitions with internal and external partners; empowering and mentoring employees to achieve goals; creating robust business processes with a focus on mitigating both financial and procedural risk.

Terry Cundiff's Current Company Details
UBS Asset Management

Ubs Asset Management

VP - Section Manager, Order Generation Services at Citigroup
Terry Cundiff Work Experience Details
  • Ubs Asset Management
    Associate Director, Managed Account Portfolio Solutions
    Ubs Asset Management 2015 - Present
    New York, Ny
  • Foliodynamix
    Product Specialist (Development)
    Foliodynamix 2014 - 2015
    Secaucus, New Jersey
  • Citi
    Vp - Section Manager, Order Generation Services
    Citi 2008 - 2014
    New York, Ny
  • Citi
    Avp - Section Manager, Order Generation Services
    Citi 2005 - 2008
    New York, Ny
  • Nuveen Asset Management
    Supervisor, Investment Portfolio Services (Ips)
    Nuveen Asset Management 2003 - 2005
    Radnor, Pa
  • 1838 Investment Advisors
    Senior Analyst
    1838 Investment Advisors 1999 - 2002
    King Of Prussia, Pa
  • Joel S. Williams & Associates
    Financial Advisor
    Joel S. Williams & Associates 1998 - 1999
    Blacksburg, Va
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 1997 - 1998
    Roanoke, Va

Terry Cundiff Skills

Series 63 Series 65 Portfolio Management Security Apl Securities Trading Financial Services Wealth Management Asset Management Separately Managed Accounts Operations Management Relationship Management Middle Office Project Management Product Management Risk Management Trading Systems Equities Fixed Income Mutual Funds Outsourcing User Acceptance Testing Series 7 Vestmark Omgeo Microsoft Office Strategy Staff Supervision Communication Risk Assessment Business Insights Customer Service Equity Trading

Terry Cundiff Education Details

Frequently Asked Questions about Terry Cundiff

What company does Terry Cundiff work for?

Terry Cundiff works for Ubs Asset Management

What is Terry Cundiff's role at the current company?

Terry Cundiff's current role is VP - Section Manager, Order Generation Services at Citigroup.

What is Terry Cundiff's email address?

Terry Cundiff's email address is tc****@****ail.com

What schools did Terry Cundiff attend?

Terry Cundiff attended Roanoke College.

What skills is Terry Cundiff known for?

Terry Cundiff has skills like Series 63, Series 65, Portfolio Management, Security Apl, Securities, Trading, Financial Services, Wealth Management, Asset Management, Separately Managed Accounts, Operations Management, Relationship Management.

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