Robert Gerner, CFA, currently serves as Vice President of Financial Modeling & Asset Liability Management at UNFCU, a position held since 2006, following roles as Assistant Vice President and Manager of Financial Modeling. Key responsibilities include leading COVID financial modeling, managing financial planning processes, overseeing a $6+ billion portfolio, and optimizing financial performance metrics. Robert has a proven track record of increasing net income and developing financial forecasts for new office and product initiatives. Prior to UNFCU, experiences at JPMorgan Chase & Co. included roles as a Private Banking Associate. Robert holds a BBA in Finance & Investment and Mathematics from Macaulay Honors College.
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