Carrie Gallaway Email & Phone Number
Managing Director, Partner @ Beacon Pointe
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Carrie Gallaway Location
- New York, NY, US
Carrie Gallaway Work
- 2023 -now Managing Director, Partner @
- 2016 -2023 Managing Partner, Advisor @
- 2014 -2016 Managing Director-Wealth Management @ Lebenthal Wealth Advisors
- 2005 -2014 Senior Vice President-Financial Advisor @ Morgan Stanley
- 1999 -2005 Assitant Vice President @ Citigroup Asset Management
- 1998 -1999 Registered Client Service Associate @ DLJdirect
Carrie Gallaway Education
- Lehigh University
BS Finance
1994-1998 - Convent of the Sacred Heart, 91st Street 1981-1994
Carrie Gallaway Skills
- Financial Modeling
- Investment Strategies
- Account Management
- Retirement Planning
- Investments
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Financial Planning
- Finance
- Financial Services
- Estate Planning
- 401k
- Series 7
- Financial Analysis
- Strategic Financial Planning
- Wealth Management
- Wealth
- Financial Advisory
- Financial Planners
- Life Insurance
- Investment Management
- 401(k) Retirement Savings Plans
- Trading
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Carrie Gallaway Summary
- Carrie Gallaway, based in New York, NY, US, is currently a Managing Director, Partner at Beacon Pointe. Carrie Gallaway brings experience from previous roles at YorkBridge Wealth Partners, Lebenthal Wealth Advisors, Morgan Stanley and Citigroup Asset Management. Carrie Gallaway holds a 1994 - 1998 BS Finance @ Lehigh University. With a robust skill set that includes Financial Modeling, Investment Strategies, Account Management, Retirement Planning, Investments and more. Carrie Gallaway has 2 emails and 3 mobile phone numbers on RocketReach.
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