James Gallo Email & Phone Number
V.P. Financial Consultant @ Charles Schwab
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James Gallo Location
- New York, NY, US
James Gallo Work
- 2013 -now V.P. Financial Consultant @
- 2012 -2013 Associate Financial Consultant @
- 2011 -2012 PMD and Financial Advisor @
- 2009 -2010 V.P. - Institutional Trading @ Rhino Trading Partners
- 2002 -2009 V.P. Institutional Trader @ Alliance Bernstein
- 1995 -2002 Equities Trader @ Spear Leeds and Kellogg
- 1995 -2000 Equities Trader @ Troster Singer Corp.
- 1994 -1995 Trader @ Sherwood securities
James Gallo Education
- New Jersey City University
James Gallo Skills
- Alternative Investments
- Series 63
- Electronic Trading
- Bonds
- Fixed Income
- Retirement Planning
- Valuation
- Wealth Management Services
- Portfolio Management
- Financial Modeling
- Capital Markets
- Derivatives
- Investments
- Bloomberg
- Finance
- Prime Brokerage
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Equity Research
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- Investment Strategies
- Bloomberg Terminal
- Risk Management
- Asset Management
- Marketing
- Microsoft Excel
- Customer Service
- Financial Analysis
- Uniform Combined State
- Series 24
- Private Equity
- Investment Banking
- Strategic Financial
- ETFs
- Trading Systems
- Trading
- Equity Derivatives
- Services
- Series 65
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Equity Trading
- Financial Markets
- Securities Regulation
- Financial Planning
James Gallo Summary
- James Gallo, based in New York, NY, US, is currently a V.P. Financial Consultant at Charles Schwab. James Gallo brings experience from previous roles at Charles Schwab, Merrill Lynch a wholly owned subsidiary of Bank of America, Rhino Trading Partners and Alliance Bernstein. James Gallo holds a New Jersey City University. With a robust skill set that includes Alternative Investments, Series 63, Electronic Trading, Bonds, Fixed Income and more. James Gallo has 4 emails and 1 mobile phone numbers on RocketReach.
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