Steve Galli Email & Phone Number
Partner @ Wealthspring Financial Partners LLC
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Steve Galli Location
- New York, NY, US
Steve Galli Work
- 2022 -now Partner @
- 2016 -now Vice Chairman, Board of Directors @
- 2013 -now Chief Investment Officer, CFP®, CPWA® @
- 2010 -2012 Vice President @
- 2003 -2010 Vice President @
- 2002 -2003 Product Manager @
- 1999 -2002 Vice President @
- 1999 -2000 Vice President @ Merrill Lynch (Asia Pacific) Limited
- 1997 -1999 Associate @ Solomon Brothers
Steve Galli Education
- NYU Stern School of Business
MBA (Finance)
1995-1997 - Colgate University
Bachelor of Arts - BA (English Language and Literature/Letters)
Steve Galli Skills
- Fixed-Income Investing
- Investment Management
- Financial Advisory
- Wealth Management Services
- Product Management
- Competitive Analysis
- Product Marketing
- Business Development
- Capital Markets
- CRM
- Business Strategy
- Financial Markets
- Fixed Income
- Financial Services
- Strategy
- Product Strategy
- Portfolio Management
- Investments
- Business Relationship Management
- Wealth Management
- Retirement Planning
Steve Galli Summary
- Steve Galli, based in New York, NY, US, is currently a Partner at Wealthspring Financial Partners LLC. Steve Galli brings experience from previous roles at WJM Associates, Nisivoccia Wealth Advisors LLC, IntraLinks and Standard & Poor's. Steve Galli holds a 1995 - 1997 MBA in Finance @ NYU Stern School of Business. With a robust skill set that includes Fixed-Income Investing, Investment Management, Financial Advisory, Wealth Management Services, Product Management and more. Steve Galli has 4 emails and 1 mobile phone numbers on RocketReach.
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