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
- VP, Head of Wealth Management Growth and Partnerships @ (April 2024 - Present)
- VP, Head of Advisory Sales and Wealth Consulting @ (May 2022 - May 2024)
- VP, Head of Wealth Consulting and Partnerships @ (March 2020 - August 2022)
- AVP, Wealth Management @ (November 2017 - March 2020)
- AVP, Advisory Consulting @ (September 2015 - November 2017)
- Senior Investment Consultant @ (April 2015 - September 2015)
- Investment Consultant @ (August 2011 - April 2015)
- Personal Banker @ (June 2010 - August 2011)
- Sr. Teller @ (July 2007 - June 2010)
- Portfolio Manager @ McCoy Student Managed Investment Fund (August 2009 - May 2010)
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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