Fran Gallo Email & Phone Number
Registered Client Associate @ Green Wealth Management Group
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Fran Gallo Location
- Shelton, CT, US
Fran Gallo Work
- Registered Client Associate @ (September 2021 - Present)
- Registered Representative @ (October 2020 - August 2021)
- Sr. Implementation Analyst @ (May 2018 - June 2020)
- Vice President, Business Analyst and Data Integrity Analyst @ (February 2015 - February 2018)
- VP Portfolio Administration @ (November 2002 - February 2015)
Fran Gallo Education
- Fairfield University
Bachelor’s Degree (Finance)
1996-2000
Fran Gallo Skills
- Bloomberg
- Fixed Income
- Investments
- Bonds
- Financial Services
- Trading Systems
- Portia
- EDM
- Leadership
- Business Analysis
- Marketing
- Operational Due Diligence
- Customer Service
- Strategic Planning
- Analysis
- Securities
- SQL
- Salesforce
- Advent
- Data Management
- Portfolio Management
- Data Analysis
- Equities
- Geneva
- Asset Management
- High Yield Bonds
- Sentry
- Business Process Improvement
- Trading
- Loans
- Thinkfolio
Fran Gallo Summary
- Fran Gallo, based in Shelton, CT, US, is currently a Registered Client Associate at Green Wealth Management Group. Fran Gallo brings experience from previous roles at People's United Advisors, ClearStructure Financial Technology - A Broadridge Company and SHENKMAN CAPITAL MANAGEMENT, INC. Fran Gallo holds a 1996 - 2000 Bachelor’s Degree in Finance @ Fairfield University. With a robust skill set that includes Bloomberg, Fixed Income, Investments, Bonds, Financial Services and more. Fran Gallo has 1 mobile phone numbers on RocketReach.
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