Heather Gallagher Email & Phone Number
VP, Internal Product Management @ Axos Advisor Services
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Heather Gallagher Location
- Littleton, CO, US
Heather Gallagher Work
- 2021 -now VP, Internal Product Management @
- 2019 -2021 Director of Product Management @
- 2014 -2019 Manager, Qualified Plans Department @
- 2007 -2014 AVP, Client Service Manager @
- 2005 -2007 Client Service Manager @ Fiserv
- 2002 -2005 Retirement Counselor @ Public Employees' Retirment Association of Colorado ( PERA)
- 1996 -1999 Client Service Manager @ Metlife
- 1992 -1996 Banking Officer @ Summit Bank
Heather Gallagher Education
- Regis University
Heather Gallagher Skills
- Business Case Preparation
- Road Maps
- Project Management
- Customer Service Management
- Financial Services
- Business Process Improvement
- Regulatory Compliance
- Strategic Planning
- Microsoft Office
- Customer Service
- Microsoft Excel
- Leadership
- Microsoft Word
- Microsoft PowerPoint
- Public Speaking
- Sales
- ERISA
- DOL
- RFP Generation
- Profit Sharing
- FIS/ Relius Administration
- Corbel Prototype Document
- Vendor Management
- Budget Monitoring
- Management
- External Audit
- Coaching
- Relationship Management
- Sales Presentations
- Build Strong Relationships
- Form 5500 preparation
- Compliance Testing
- Profit Sharing Illustrations
- Non-Qualified Deferred Compensation
- Policies and Procedures
- Business Continuity Planning
- Plan Administrative Reviews
- 401(k) Trust Committee
Heather Gallagher Summary
- Heather Gallagher, based in Littleton, CO, US, is currently a VP, Internal Product Management at Axos Advisor Services. Heather Gallagher brings experience from previous roles at E*TRADE Advisor Services, TCA by E*TRADE, Bank of America Merrill Lynch and Fiserv. Heather Gallagher holds a Regis University. With a robust skill set that includes Business Case Preparation, Road Maps, Project Management, Customer Service Management, Financial Services and more. Heather Gallagher has 2 emails and 4 mobile phone numbers on RocketReach.
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