Jeff Zundel is a qualified professional, that works in Roth Capital Partners main office of which is in 618. as a Managing Director - Institutional Equity Sales from 2020. Jeff gained professional experience in more than six positions at various companies. Jeff Zundel went to the Fordham University and received education there from 2012 to 2014. Dallas, Texas is the city, where this expert was lastly known to live. Their e-mail and phone are easily accessed through this website by request.
Name variants:
Geoffrey Zundel,
Jefferson Zundel,
Jeffrey Zundel
Last updated May 25, 2024
Contact Information
Last Update
Jul 10, 2022
Email
jz**@wolferesearch.com
Location
Dallas, TX
Company
Workplace
Managing Director - Institutional Equity Sales
Newport Beach, CA
Industry
Investment Banking
Colleagues
Work History
Managing Director - Institutional Equity Sales
888 San Clemente Dr, Newport Beach, CA 92660
from Jun 2020
Senior Vice President Institutional Services
New York, NY
Financial Services Associate at Wolfe Research, LLC
from May 1, 2014
Equity Research Intern
1700 7Th Ave SUITE 2100, Seattle, WA 98119
Collect research data from traditional financial (e.g. Bloomberg) sources as well as non traditional
Conduct synthesis of time series for companies in equity index showing ratio of nontrad...
Jan 2014 — Apr 2014
Summer Associate
388 Greenwich St, New York, NY 10013
Identified commercial portfolio percentage limit breach, and drafted formal request for segment limit increase to be submitted to head of commercial risk
Monitored publically traded compan...
May 2013 — Aug 2013
Treasurer
Advised financing and strategy decisions for a LBO in which 50% of company stock was acquired
Top salesperson four years consecutive (2008 - 2011) achieving over $2,000,000 in cumulative s...
Jan 2005 — Aug 2012
Realtor
Researched over 100 acquisition targets in the condominium construction industries and narrowed list to 3 targets using criteria such as revenue growth potential and EBITDA margins; resulte...
Jan 2004 — Jan 2005
Education
2012 — 2014
2000 — 2004
1995 — 1995
1970 — 1973
Occupations
Executive
Vice President
Chief Executive Officer
Senior Vice President
Accountant
Finance and Accounting Specialist
Supporting Member
Chief Executive
Corporate Executive
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Financial Analysis
Corporate Finance
Risk Management
Real Estate Economics
Microsoft Office
Real Estate Transactions
Strategic Financial Planning
Sales Management
Real Estate Financing
Computer Proficiency
Customer Experience
Event Management
Managerial Finance
Real Estate License
Real Estate Private Equity
FAQs about Jeff Zundel
What is the main profession of Jeff Zundel?
The expert is a Vice President Global Markets Division.
What jobs is Jeff proficient at at?
Jeff is a professional Executive and Vice President jobs.
Where does Jeff Zundel live?
Dallas, Texas is the place where Jeff Zundel currently lives
What is the professional's email?
Jeff's email is jz**@wolferesearch.com.
Where did Jeff Zundel work?
This person worked at Roth Capital Partners, Wolfe Research, Llc.
Where has Jeff Zundel studied?
Jeff studied at the Fordham University from 2012 to 2014.
What is the industry that Jeff Zundel is connected to?
Jeff works in Investment Banking industry.
What are professional skills of Jeff Zundel?
This person has such skills as Financial Analysis, Corporate Finance, Risk Management, Real Estate Economics, Microsoft Office, Real Estate Transactions, and Strategic Financial Planning.