Steve Galli Email & Phone Number
Partner @ Wealthspring Financial Partners LLC
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Steve Galli Location
- New York, NY, US
Steve Galli Work
- Partner @ (January 2022 - Present)
- Chief Investment Officer, CFP®, CPWA® @ (January 2013 - Present)
- Vice Chairman, Board of Directors @ (September 2016 - Present)
- Vice President @ (November 2010 - September 2012)
- Vice President @ (September 2003 - October 2010)
- Product Manager @ (April 2002 - September 2003)
- Vice President @ (April 1999 - March 2002)
- Vice President @ Merrill Lynch (Asia Pacific) Limited (January 1999 - January 2000)
- Associate @ Solomon Brothers (June 1997 - April 1999)
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 Nisivoccia Wealth Advisors LLC, WJM Associates, 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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