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
- VP, Internal Product Management @ (August 2021 - Present)
- Director of Product Management @ (July 2019 - August 2021)
- Manager, Qualified Plans Department @ (October 2014 - July 2019)
- AVP, Client Service Manager @ (April 2007 - October 2014)
- Client Service Manager @ Fiserv (July 2005 - April 2007)
- Retirement Counselor @ Public Employees' Retirment Association of Colorado ( PERA) (March 2002 - January 2005)
- Client Service Manager @ Metlife (August 1996 - June 1999)
- Banking Officer @ Summit Bank (February 1992 - August 1996)
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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