Darlene Gundersen
AVP, Wealth Mgmt at Jefferies | Brooklyn, New York, United States
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AVP, Wealth Mgmt at Jefferies in December 2024 to Present
Sr Analyst Overlay Portfolio Mgmt Group at LPL Financial in July 2022 to December 2024
Trading and Operation Associate at Ladenburg Thalmann Asset Management in May 2020 to July 2022
Senior Account Consultant at Fiserv in October 2013 to September 2019
Portfolio Adminstrator/Trader at Estabrook Capital Management LLC in August 2006 to August 2013
Senior Portfolio Adminstrator at John A. Levin & Co. in March 2001 to August 2006
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St. Francis College, Bachelor of Science - BS, October 2026
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Attention to Detail
Trading Systems
UMA
SMA
Trade Support
Middle Office Operations
Account Reconciliation
Project Management
Client Services
Account Management
Investment Portfolios
Portfolio Management
Asset Management
Customer Relationship Management (CRM)
Investments
Equities
Asset Allocation
Fixed Income
Securities
Investment Advisory
Trading
Wealth Management
Equity Research
Equity Trading
Investment Management
Financial Advisory
Financial Services
Finance
Asset Managment
Back Office Operations
Product Management
CRM
Salesforce
Management
Client Relations
Customer Service
Client Liaison
ETFs
Customer Interaction
communication
Teamwork
Alternative Investments
Bonds
Investment Strategies
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Discover more about JefferiesWhat is Darlene Gundersen email address?
Email Darlene Gundersen at [email protected], [email protected] and [email protected]. This email is the most updated Darlene Gundersen's email found in 2026.
How to contact Darlene Gundersen?
To contact Darlene Gundersen send an email to [email protected], [email protected] or [email protected]. (updated on April 27, 2025)
What company does Darlene Gundersen work for?
Darlene Gundersen works for Jefferies
What is Darlene Gundersen's role at Jefferies?
Darlene Gundersen is AVP, Wealth Mgmt
What is Darlene Gundersen's Phone Number?
Darlene Gundersen's phone (212) ***-*112
What industry does Darlene Gundersen work in?
Darlene Gundersen works in the Investment Management industry.
Darlene Gundersen Email Addresses
Darlene Gundersen Phone Numbers
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