VP Private Client Relationship Manager @ TD Private Client Group (October 2013 - December 2014)
Citigold Relationship Manager @ (March 2011 - October 2013)
Financial Advisor @ (November 2009 - February 2011)
Personal Banker @ (May 2004 - November 2009)
Robert Gallo Education
University at Albany
BA (Business, Political Science)
2000-2003
Robert Gallo Skills
Banking
Consumer Lending
Credit
Cross Selling
Financial Advisory
Financial Services
Insurance
Loans
Portfolio Management
Relationship Management
Retail Banking
Securities
Series 6
Series 63
Series 7
Wealth Management
Wealth Management Services
Marketing
Customer Service
Financial Analysis
Project Management
Services
Robert Gallo Summary
Robert Gallo, based in Melville, NY, US, is currently a Wealth Management Advisor at TIAA-CREF. Robert Gallo brings experience from previous roles at TD Private Client Group, Citi, Morgan Stanley Smith Barney and Citibank. Robert Gallo holds a 2000 - 2003 BA in Business, Political Science @ University at Albany. With a robust skill set that includes Banking, Consumer Lending, Credit, Cross Selling, Financial Advisory and more. Robert Gallo has 4 emails and 2 mobile phone numbers on RocketReach.
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