Will Gallegos Email & Phone Number
VP, Head of Wealth Management Growth and Partnerships @ Kestra Financial
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Will Gallegos Location
- Austin, TX, US
Will Gallegos Work
- 2024 -now VP, Head of Wealth Management Growth and Partnerships @
- 2022 -2024 VP, Head of Advisory Sales and Wealth Consulting @
- 2020 -2022 VP, Head of Wealth Consulting and Partnerships @
- 2017 -2020 AVP, Wealth Management @
- 2015 -2017 AVP, Advisory Consulting @
- 2015 -2015 Senior Investment Consultant @
- 2011 -2015 Investment Consultant @
- 2010 -2011 Personal Banker @
- 2007 -2010 Sr. Teller @
- 2009 -2010 Portfolio Manager @ McCoy Student Managed Investment Fund
Will Gallegos Education
- Texas State University-San Marcos
B.B.A (Finance; Financial Management and Analysis)
2010-2010
Will Gallegos Skills
- Sales Management
- Communication
- Build Strong Relationships
- Advisory Platforms
- Collaborative Problem Solving
- Sales Leadership
- Strategic Planning
- Investment Products
- Portfolio Management
- Asset Management
- Morningstar Advisor Workstation
- Factset
- Portfolio Strategy
- Model Portfolios
- Model Building
- Advisory Investments
- Variable Annuities
- Mutual Fund Research
- ETF Research
- Equity Research
- 3rd Party Strategist Research
- Alternative Investments
- Case Design
- Series 7
- Series 6
- Series 63
- Asset Allocation
- Portfolio Design
- Series 65
- Mutual Funds
- Zephyr Style Advisor
- Morningstar
- Portfolio Optimization
- Wealth Management
- Separately Managed Accounts
- Financial Analysis
- Team Leadership
- Management
- Leadership
- Sales
- Investment Strategies
- Financial Advisory
- Equities
- Investments
- Microsoft Excel
- Banking
Will Gallegos Summary
- Will Gallegos, based in Austin, TX, US, is currently a VP, Head of Wealth Management Growth and Partnerships at Kestra Financial. Will Gallegos brings experience from previous roles at Kestra Financial. Will Gallegos holds a 2010 - 2010 B.B.A in Finance; Financial Management and Analysis @ Texas State University-San Marcos. With a robust skill set that includes Sales Management, Communication, Build Strong Relationships, Advisory Platforms, Collaborative Problem Solving and more. Will Gallegos has 2 emails and 1 mobile phone numbers on RocketReach.
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