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Gerald Gaeta

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Gerald Gaeta

Managing Director | City National Rochdale

Dallas, Texas, United States

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Gerald Gaeta

Summary

Gerald Gaeta is a highly accomplished Managing Director at City National Rochdale, specializing in advanced wealth planning for ultra-high-net-worth clients. With a career spanning over three decades, he has developed a robust expertise in financial advisory, estate planning, and tax mitigation strategies. Gerald has a unique background as a trust and estates lawyer, which enriches his financial planning approach. He has successfully led teams at prestigious institutions, including First Republic Bank and New York Life Insurance Company, focusing on comprehensive financial solutions for affluent individuals and business owners. His academic credentials include a JD from New York Law School and a Master of Science in Financial Planning from The American College. Gerald is passionate about supporting business owners through M&A processes and exit planning, showcasing his commitment to client success. He is also a Certified Exit Planning Advisor, underscoring his dedication to professional excellence.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Gerald Gaeta

Work Experience

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Managing Director at

City National Rochdale

September 2020 - Present

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Managing Director at

First Republic Private Wealth Management

September 2018 - September 2020

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Advanced Planning Field Support Manager at

New York Life Insurance Company

April 2009 - September 2018

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Advanced Planning Consultant- Pacific Zone at

New York Life Insurance Company

January 2003 - December 2008

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Head of Financial Planning Dept. at

Allstate Financial Services, LLC

January 2001 - January 2003

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Advanced Planning Consultant: Client Facing, Seminars, Top Producer Coaching at

New York Life Insurance Company

May 1997 - September 2001

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Vice President: Personal Trust Services at

Wells Fargo

January 1992 - January 1995

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Gerald Gaeta

Education

THE AMERICAN COLLEGE, Master Of Science In Financial Services (M.S.F.S.)

January 1999 - January 2000

Frequently Asked Questions about Gerald Gaeta

What is Gerald Gaeta email address?

Gerald Gaeta's primary email address is ************@cnr.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Gerald Gaeta work for?

Gerald Gaeta is a Managing Director at City National Rochdale, a company specializing in Monetary Authorities-Central Bank.

Where Gerald Gaeta graduated from?

Gerald Gaeta holds a degree in from THE AMERICAN COLLEGE.

How can I directly contact Gerald Gaeta?

To contact Gerald Gaeta directly, you can use the email address ************@cnr.com. Complete contact information is available upon registration with Muraena.

Who is Gerald Gaeta?

Gerald Gaeta is a highly accomplished Managing Director at City National Rochdale, specializing in advanced wealth planning for ultra-high-net-worth clients. With a career spanning over three decades, he has developed a robust expertise in financial advisory, estate planning, and tax mitigation strategies. Gerald has a unique background as a trust and estates lawyer, which enriches his financial planning approach. He has successfully led teams at prestigious institutions, including First Republic Bank and New York Life Insurance Company, focusing on comprehensive financial solutions for affluent individuals and business owners. His academic credentials include a JD from New York Law School and a Master of Science in Financial Planning from The American College. Gerald is passionate about supporting business owners through M&A processes and exit planning, showcasing his commitment to client success. He is also a Certified Exit Planning Advisor, underscoring his dedication to professional excellence.

Gerald`s contact details

mail

************@cnr.com

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