Renee Gallagher Email & Phone Number
Director of Client Relations @ The Concord Advisory Group, Ltd.
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Renee Gallagher Location
- Austin, TX, US
Renee Gallagher Work
- 2023 -now Director of Client Relations @
- 2013 -2023 Vice President, Institutional Investment Services @
- 2006 -2013 VP, Institutional Services @ Capstone Asset Management Co
Renee Gallagher Education
- The University of Texas at Austin
Bachelor of Science (B.S.) (Advertising)
Renee Gallagher Skills
- Investment Management
- Asset Allocation
- Investments
- Portfolio Management
- Wealth Management
- Series 63
- Investment Advisory
- Investment Strategies
- Wealth Management Services
- Relationship Management
- Financial Services
- Mutual Funds
- Alternative Investments
- High Net Worth Individuals
- Securities
- Asset Management
- Private Banking
- Certified Investment Management Analyst
- Institutional Sales
- Series 6
- Series 65
- Non-profit Board Development
- ERISA
- Collective Investment Trusts
- Captive Insurance
- Reinsurance
- Defined Contribution
- Defined Benefit
- Financial Analysis
- Common Trust Funds
- Risk Management
- Non Profit Board Development
- Charitable Trusts
- Credit
- Strategic Planning
- Business Development
- Financial Wellness
Renee Gallagher Summary
- Renee Gallagher, based in Austin, TX, US, is currently a Director of Client Relations at The Concord Advisory Group, Ltd.. Renee Gallagher brings experience from previous roles at Comerica Bank and Capstone Asset Management Co. Renee Gallagher holds a Bachelor of Science (B.S.) in Advertising @ The University of Texas at Austin. With a robust skill set that includes Investment Management, Asset Allocation, Investments, Portfolio Management, Wealth Management and more. Renee Gallagher has 2 emails and 1 mobile phone numbers on RocketReach.
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