Gene Gunderson

Critic
DISC Type : C

Director, Wealth Risk Management at Synovus

Columbus, Georgia, United States

Overview

Gene is the Director of Wealth Risk Management at Synovus, leveraging extensive experience from prior roles as Chief Compliance Officer. Educated at the University of Wisconsin-Green Bay, he is described by colleagues as being thorough and having a high degree of integrity.

Gene is a family-oriented individual who finds meaning in working at the same company as his wife and their two adult daughters. He has an interest in the connection between success and happiness, once sharing a quote on the topic from author Shawn Achor.

His entire immediate family—he, his wife, and two adult daughters—all work for Synovus.

Personality Overview

ROI Driven

Negotiator

Information Seeker

They choose to analyze logically and value facts to emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care About

Wealth Risk Management
His current role focuses on this area, building on a long career in brokerage and trust services compliance at Synovus.
Regulatory Compliance
Served as Chief Compliance Officer, responsible for designing and maintaining policies and procedures to comply with industry rules and regulations.
Corporate Values
He has posted about his belief that doing the right things the right way is profitable and that family values can align with corporate purpose.

Media Appearances

Gene has no verified media appearances

Work History

1-2026
Director, Wealth Risk Management at Synovus
11-2022
Director of Compliance, Trust and Brokerage Services at Synovus
3-2010
Chief Compliance Officer, Synovus Securities, Inc. at Synovus
3-2008 - 3-2010
Chief Compliance Officer, Broker Dealer at Managers Investment Group
10-1998 - 3-2008
Broker Dealer Compliance Officer at Associated Bank

Education

1991 - 1995
B.A. from University of Wisconsin-Green Bay

More Information

Social Presence :

Prographics :

Exp : 27 Location : Columbus, Georgia, United States Job Level : Mid-senior Designation : Director, Wealth Risk Management at Synovus
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Insights For Selling To Gene

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gene is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Gene

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Gene move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Gene take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Gene

Personality Compatibility


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