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Richard Gerundo

Richard Gerundo

Vice President, Wealth Management Services | CUNA Mutual Group

Miami, Florida, United States

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Richard Gerundo

Summary

Richard Gerundo is a seasoned Vice President specializing in Wealth Management Services at CUNA Brokerage Services, Inc., where he has been instrumental in shaping financial advisory strategies since 1996. With a deep expertise in asset allocation, retirement planning, and estate planning, Richard effectively guides clients through complex financial landscapes. His extensive experience in the functions related to depository banking has equipped him with a unique perspective on wealth management. Richard is known for his strategic financial planning skills and has a proven track record of helping clients achieve their financial goals. His commitment to client education and transparency is evident in his approach to investment strategies. He has spent nearly three decades at CUNA, showcasing his loyalty and dedication to the organization. Richard is not just a financial advisor; he is a trusted partner in wealth management, focusing on holistic financial solutions. He thrives in environments that demand both leadership and technical acumen, making him a valuable asset in the financial services industry. His professional journey reflects a blend of stability and deep industry knowledge, positioning him as a thought leader in wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

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Leadership Development

Sustainability

Organisational experience

Corporate Experience

Richard Gerundo

Work Experience

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Vice President, Wealth Management Services at

CUNA Mutual Group

August 1997 - Present

company logo

Vice President, Wealth Management at

CUNA Mutual Group

August 1997 - Present

company logo

Vice President, Wealth Management at

CUNA Mutual Group

August 1996 - Present

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What is Richard Gerundo email address?

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

What company does Richard Gerundo work for?

Richard Gerundo is a Vice President, Wealth Management Services at CUNA Mutual Group, a company specializing in Functions related to depository banking.

How can I directly contact Richard Gerundo?

To contact Richard Gerundo directly, you can use the email address ***************@cunamutual.com. Complete contact information is available upon registration with Muraena.

Who is Richard Gerundo?

Richard Gerundo is a seasoned Vice President specializing in Wealth Management Services at CUNA Brokerage Services, Inc., where he has been instrumental in shaping financial advisory strategies since 1996. With a deep expertise in asset allocation, retirement planning, and estate planning, Richard effectively guides clients through complex financial landscapes. His extensive experience in the functions related to depository banking has equipped him with a unique perspective on wealth management. Richard is known for his strategic financial planning skills and has a proven track record of helping clients achieve their financial goals. His commitment to client education and transparency is evident in his approach to investment strategies. He has spent nearly three decades at CUNA, showcasing his loyalty and dedication to the organization. Richard is not just a financial advisor; he is a trusted partner in wealth management, focusing on holistic financial solutions. He thrives in environments that demand both leadership and technical acumen, making him a valuable asset in the financial services industry. His professional journey reflects a blend of stability and deep industry knowledge, positioning him as a thought leader in wealth management.

Richard`s contact details

mail

***************@cunamutual.com

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