Michelle Gallagher Email & Phone Number
VP, Workplace Regional Leader @ Fidelity Investments
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Michelle Gallagher Location
- Boston, MA, US
Michelle Gallagher Work
- VP, Workplace Regional Leader @ (March 2023 - Present)
- Regional Director, Executive Services @ (November 2019 - March 2023)
- Director, Tax Exempt Planning and Guidance: Personal and Workplace Investing @ (May 2017 - November 2019)
- Director, Retirement Planner CRPC @ (April 2014 - May 2017)
- Workplace Planning and Guidance Consultant: PWI Sales Team @ (November 1999 - April 2014)
- Fund Accounting Analyst @ (September 1996 - November 1999)
Michelle Gallagher Education
- Northeastern University
Master of Business Administration (Business Marketing)
1998-2003 - Bryant University
Bachelor of Science (Finance)
1992-1996
Michelle Gallagher Skills
- CRPC
- Series 7
- MBA
- Series 63
- Series 6
- Series 66
- CT Insurance Licensed
- Series 9
- Agile Training
- Series 10
- Retirement Planning
- Financial Services
- Wealth Management
- 401(k) Retirement Savings Plans
- Salesforce.com
- Agile Project Management
- Customer Acquisition
- Customer Retention
- 403 b
- Organizational Development
- Public Speaking
- Sales Presentations
- New Business Opportunities
- Life & Health Insurance Licenses
- Diversity & Inclusion
- Women's Leadership
- Microsoft Office
- Staff Development
- Marketing
- Account Management
Michelle Gallagher Summary
- Michelle Gallagher, based in Boston, MA, US, is currently a VP, Workplace Regional Leader at Fidelity Investments. Michelle Gallagher brings experience from previous roles at Fidelity Investments. Michelle Gallagher holds a 1998 - 2003 Master of Business Administration in Business Marketing @ Northeastern University. With a robust skill set that includes CRPC, Series 7, MBA, Series 63, Series 6 and more. Michelle Gallagher has 2 emails and 2 mobile phone numbers on RocketReach.
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