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Jerry Gallagher Location
Beverly Hills, CA, US
Jerry Gallagher Work
Managing Director and Private Wealth Financial Advisor (AGR Wealth Management Group) @ (April 2024 - Present)
Executive Director, Private Wealth Advisor @ Morgan Stanley Private Wealth Management (September 2014 - April 2024)
Director @ Barclays Wealth & Investment Managment, Americas (January 2011 - January 2014)
Vice President @ (January 2005 - January 2011)
Jerry Gallagher Education
Germantown Academy 1989-1992
University of Southern California - Marshall School of Business
MBA (Business)
United States Naval Academy
(Economics)
Jerry Gallagher Skills
Public Speaking
Management
Wealth Management
Leadership
Microsoft Excel
Investments
Financial Services
Nonprofits
Volunteer Management
Non Profits
Jerry Gallagher Summary
Jerry Gallagher, based in Beverly Hills, CA, US, is currently a Managing Director and Private Wealth Financial Advisor (AGR Wealth Management Group) at Wells Fargo Advisors. Jerry Gallagher brings experience from previous roles at Morgan Stanley Private Wealth Management, Barclays Wealth & Investment Managment, Americas and Northern Trust Corporation. Jerry Gallagher holds a 1989 - 1992 Germantown Academy. With a robust skill set that includes Public Speaking, Management, Wealth Management, Leadership, Microsoft Excel and more. Jerry Gallagher has 3 emails and 3 mobile phone numbers on RocketReach.
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