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Todd Jundi

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Todd Jundi

Senior Vice President, Chief Compliance Officer | Welch & Forbes LLC

Boston, Massachusetts, United States

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Todd Jundi

Summary

Todd Jundi is a seasoned professional in the investment management sector, currently serving as the Senior Vice President and Chief Compliance Officer at Welch & Forbes LLC. With over two decades of experience, Todd has held various leadership roles, including positions at Deloitte and MFS Investment Management. He has a strong academic background with degrees in Political Science and Management with an Accounting concentration. Todd is known for his expertise in regulatory compliance and process reengineering, making him a valuable asset in navigating the complexities of the financial industry. His strategic insights into compliance and risk management have contributed significantly to his organization's success. Based in Boston, Massachusetts, Todd is well-versed in the challenges and opportunities within the investment management landscape. His commitment to professional development is evident through his participation in executive programs focused on technology and innovation.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Todd Jundi

Work Experience

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Senior Vice President, Chief Compliance Officer at

Welch & Forbes LLC

January 2010 - Present

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Experienced Manager - Investment Management Regulatory Consulting at

Williams Family Enterprises LLC

January 2007 - December 2010

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Director of Process Reengineering at

Investors Bank & Trust

January 2006 - January 2007

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Manager, Senior Consultant - Investment Management Business Advisory Services at

Williams Family Enterprises LLC

January 2003 - January 2006

company logo

Internal Consultant - Transfer Agent, Operations Manager - Financial Control Group at

MFS Investment Management

January 1993 - January 2002

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Todd Jundi

Education

University of New Hampshire - Whittemore School of Business and Economics, Mba

January 2001 - January 2003

Boston University, B.S.

January 1995 - January 1999

University of New Hampshire, B.A.

January 1986 - January 1991

Frequently Asked Questions about Todd Jundi

What is Todd Jundi email address?

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

What company does Todd Jundi work for?

Todd Jundi is a Senior Vice President, Chief Compliance Officer at Welch & Forbes LLC, a company specializing in Other Financial Investment Activities.

Where Todd Jundi graduated from?

Todd Jundi holds a degree in Executive Program - Technology & Innovation from University of New Hampshire - Whittemore School of Business and Economics.

How can I directly contact Todd Jundi?

To contact Todd Jundi directly, you can use the email address ******@welchforbes.com. Complete contact information is available upon registration with Muraena.

Who is Todd Jundi?

Todd Jundi is a seasoned professional in the investment management sector, currently serving as the Senior Vice President and Chief Compliance Officer at Welch & Forbes LLC. With over two decades of experience, Todd has held various leadership roles, including positions at Deloitte and MFS Investment Management. He has a strong academic background with degrees in Political Science and Management with an Accounting concentration. Todd is known for his expertise in regulatory compliance and process reengineering, making him a valuable asset in navigating the complexities of the financial industry. His strategic insights into compliance and risk management have contributed significantly to his organization's success. Based in Boston, Massachusetts, Todd is well-versed in the challenges and opportunities within the investment management landscape. His commitment to professional development is evident through his participation in executive programs focused on technology and innovation.

Todd`s contact details

mail

******@welchforbes.com

**********@deloitte.com

******@mfs.com

Colleagues

Oliver Spalding

Senior Vice President

Oliver Spalding

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Peter Brown

Senior Vice President and Portfolio Manager

Kurt Walter

Chief Financial Officer

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Leah Brown

Vice President, Human Resources & Administration

Seth Gelsthorpe

Senior Vice President

Denise Barron

Trust Accounting Operations Manager & Vice President

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Drew Schneller Cfa

Senior Vice President and Portfolio Manager

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Edward Sullivan

Vice President and Director of Client Development

Charlie Haydock

Executive Vice President

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