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David Gelfman's email & phone

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Head of Trust Operations, Senior Vice President at Rockefeller Capital Management|United States

Position:

Head of Trust Operations, Senior Vice President at Rockefeller Capital Management

Location:

United States

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Last updated: 2025-12-19
Updated: 2025-12-19

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Work Experience 26 years

Head of Trust Operations, Senior Vice President at Rockefeller Capital Management

Mar 2024 - Current

Product Manager, Director at Bank of America Merrill Lynch

May 2021 - Mar 2024

Operations Section Manager, Director at Bank of America Merrill Lynch

Jul 2019 - Apr 2021

Wealth Claims and Brokerage Fraud, Section Manager, Director at Bank of America Merrill Lynch

Apr 2017 - Jun 2019

CMA Authorizations, Section Manager (Fraud Detection and Strategy), Director at Bank of America Merrill Lynch

May 2014 - Mar 2017

Call Center, Section Manager - Vice President at Bank of America Merrill Lynch

May 2011 - Apr 2014

Advisory Relationship Services, Section Manager at Bank of America Merrill Lynch

Oct 2009 - Apr 2011

Performance Reporting, Manager at Bank of America Merrill Lynch

May 2008 - Sep 2009

Retirement and Distribution Services, Manager at Bank of America Merrill Lynch

Nov 2005 - Apr 2008

Operations and Service Roles at Bank of America Merrill Lynch

Jan 2000 - Oct 2005

David Gelfman started working in 2000, then the employee has changed 1 company and 9 jobs. On average, David Gelfman works for one company for 2 years 7 months.

Education

Bachelor's degree at SUNY New Paltz

Frequently Asked Questions

What is David Gelfman's minimum period of employment in the companies?

David Gelfman's minimum period of employment in various companies is 1 year 4 months.

What is David Gelfman's average duration of employment for different companies?

On average, David Gelfman works for one company for 2 years 7 months

What industries has David Gelfman worked in?

David Gelfman works in the Financial Services.

What positions has David Gelfman held before?

Previously, David Gelfman worked as a Product Manager, Director, and Operations Section Manager, Director, and Wealth Claims and Brokerage Fraud, Section Manager, Director, and CMA Authorizations, Section Manager (Fraud Detection and Strategy), Director, and Call Center, Section Manager - Vice President.

How do I contact David Gelfman?

David Gelfman's phone number is +1-***-***-3637. Sign up to get contact details.

Who is the President & CEO of the Rockefeller Capital Management?

The President & CEO of the Rockefeller Capital Management is Gregory J. Fleming

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