David Gelfman

David Gelfman: Email & Phone Number

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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: 2026-05-25
Updated: 2026-05-25

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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.

Their professional focus is Call center leadership, Contact Center Management, and Cross-functional Team Leadership across 3 core areas.

Education

Bachelor's degree at SUNY New Paltz

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