Daniel Gallagher

Daniel Gallagher Email and Phone Number

CEO at Process for Growth Consulting @
Daniel Gallagher's Location
New York, New York, United States, United States
Daniel Gallagher's Contact Details
About Daniel Gallagher

Process for Growth’s expertise is at the one on one level. You and your client/prospect. Assisting Financial Advisors and Trainees in developing your Presentations, Value Proposition, Colaborative Relationship Selling Process, Teaming Strategies and implementing a Collaborative Referral Network.

Daniel Gallagher's Current Company Details
Process for Growth Consulting

Process For Growth Consulting

CEO at Process for Growth Consulting
Daniel Gallagher Work Experience Details
  • Process For Growth Consulting
    Ceo
    Process For Growth Consulting Jun 2014 - Present
    Cutchugue, New York
    Process for Growth expertise is at the one on one level. You and your client/prospect. Assisting Financial Advisors and Trainees in developing your Presentations, Value Proposition, Business Model Development, Teaming Strategies and implementing a Collaborative Relationship Selling Process.
  • Ubs Financial Services Inc.
    Financial Advisor
    Ubs Financial Services Inc. Apr 2012 - Aug 2013
    Southampton, New York
    View
  • Ubs Financial Services, Inc
    Complex Director
    Ubs Financial Services, Inc May 2010 - Apr 2012
    View
  • Morgan Stanley Private Wealth Management
    Morgan Stanley Complex Manager
    Morgan Stanley Private Wealth Management Sep 2004 - May 2010
    View
  • Morgan Stanley
    Executive Director
    Morgan Stanley 2002 - 2004
    View
  • Morgan Stanley
    E-Commerce Group
    Morgan Stanley May 1999 - Nov 2000
    View
  • Morgan Stanley
    Equity Capital Markets Retail Desk
    Morgan Stanley Apr 1992 - Nov 1999
    View

Daniel Gallagher Skills

Investment Banking Uniform Combined State Law Series 65 Wealth Management Equities Asset Management Series 63 Financial Advisory Risk Management Series 7 Alternative Investments Wealth Management Services Asset Allocation Investments Strategy Series 24 Estate Planning Teacher Training Finance Financial Services Securities Portfolio Management Management Investment Advisory Mutual Funds

Daniel Gallagher Education Details

Frequently Asked Questions about Daniel Gallagher

What company does Daniel Gallagher work for?

Daniel Gallagher works for Process For Growth Consulting

What is Daniel Gallagher's role at the current company?

Daniel Gallagher's current role is CEO at Process for Growth Consulting.

What is Daniel Gallagher's email address?

Daniel Gallagher's email address is da****@****ubs.com

What is Daniel Gallagher's direct phone number?

Daniel Gallagher's direct phone number is +191730*****

What schools did Daniel Gallagher attend?

Daniel Gallagher attended Sacred Heart University.

What are some of Daniel Gallagher's interests?

Daniel Gallagher has interest in Technology, Running, Reading.

What skills is Daniel Gallagher known for?

Daniel Gallagher has skills like Investment Banking, Uniform Combined State Law, Series 65, Wealth Management, Equities, Asset Management, Series 63, Financial Advisory, Risk Management, Series 7, Alternative Investments, Wealth Management Services.

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