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
Wealth Management
Banking
Credit
Series 7
Series 63
Relationship Management
Series 6
Insurance
Cross Selling
Retail Banking
Loans
Consumer Lending
Wealth Management Services
Securities
Financial Services
Portfolio Management
Financial Advisory
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 Wealth Management, Banking, Credit, Series 7, Series 63 and more. Robert Gallo has 4 emails and 2 mobile phone numbers on RocketReach.
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