Beth Gunderson Email & Phone Number
Client Service Associate @ Amodio Wealth Advisors
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Beth Gunderson Location
- Thousand Oaks, CA, US
Beth Gunderson Work
- 2026 -now Client Service Associate @
- 2022 -2026 Analyst, Marketing Client Service @
- 2019 -2023 Manager, Goldman Sachs Agency Lending Operations @
- 2017 -2019 Vice President, Securities Transaction Control @
- 2015 -2017 Associate, Credit Derivatives Sales Middle Office @
- 2013 -2015 Associate, CDS and Credit Markets Desk Support @
- 2011 -2013 Analyst, Fixed Income Trade Control @
Beth Gunderson Education
- University of Utah - David Eccles School of Business
(Finance and Marketing (Dual Degrees))
2006-2011
Beth Gunderson Skills
- Banking
- Credit Analysis
- Derivatives
- Investment Banking
- Marketing
- Capital Markets
- Financial Modeling
- Structured Products
- Bloomberg
- Credit Risk
- Equities
- Corporate Finance
- Portfolio Management
- Finance
- Operations Management
- Client Services
- Project Management
- Process Improvement
- Business Planning
- Employee Training
Beth Gunderson Summary
- Beth Gunderson, based in Thousand Oaks, CA, US, is currently a Client Service Associate at Amodio Wealth Advisors. Beth Gunderson brings experience from previous roles at Wasatch Global Investors and Goldman Sachs. Beth Gunderson holds a 2006 - 2011 University of Utah - David Eccles School of Business. With a robust skill set that includes Banking, Credit Analysis, Derivatives, Investment Banking, Marketing and more. Beth Gunderson has 2 emails and 2 mobile phone numbers on RocketReach.
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