Michelle Gallagher Email & Phone Number
VP, Workplace Regional Leader @ Fidelity Investments
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Michelle Gallagher Location
- Boston, MA, US
Michelle Gallagher Work
- 2023 -now VP, Workplace Regional Leader @
- 2019 -2023 Regional Director, Executive Services @
- 2017 -2019 Director, Tax Exempt Planning and Guidance: Personal and Workplace Investing @
- 2014 -2017 Director, Retirement Planner CRPC @
- 1999 -2014 Workplace Planning and Guidance Consultant: PWI Sales Team @
- 1996 -1999 Fund Accounting Analyst @
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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