Katelyn Gallagher Email & Phone Number
Senior Vice President @ Bank of America Private Bank
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Katelyn Gallagher Location
- Phoenix, AZ, US
Katelyn Gallagher Work
- Senior Vice President @ (May 2022 - Present)
- Vice President @ Merrill (January 2019 - May 2022)
- Premium Elite Relationship Manager @ (January 2017 - May 2022)
- Client Relationship Specialist- Biltmore branch @ (July 2015 - January 2017)
- Trading Specialist- Active Trader @ (September 2013 - July 2015)
Katelyn Gallagher Education
- California State University Northridge
(Communications)
2002
Katelyn Gallagher Skills
- Leadership
- Equities
- Portfolio Management
- Series 63
- Hold Series 7
- Investments
- Trading
- Series 10
- Customer Service
- Asset Allocation
- Series 66
- Financial Services
- Securities
- Mutual Funds
- Series 9
- Series 7
Katelyn Gallagher Summary
- Katelyn Gallagher, based in Phoenix, AZ, US, is currently a Senior Vice President at Bank of America Private Bank. Katelyn Gallagher brings experience from previous roles at Merrill, Merrill Edge and Charles Schwab. Katelyn Gallagher holds a California State University Northridge. With a robust skill set that includes Leadership, Equities, Portfolio Management, Series 63, Hold Series 7 and more. Katelyn Gallagher has 1 emails and 1 mobile phone numbers on RocketReach.
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