Portfolio Administrator
Current~ At R. M. Davis, we do not accept endorsements, testimonials, or recommendations. ~
Please complete the CAPTCHA to continue
@rmdavis.com
✓
2 phones found area 207
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Susan Gallant is listed as Portfolio Administration, R. M. Davis at R. M. Davis, a company with 54 employees, based in Portland, Maine, United States. AeroLeads shows a work email signal at rmdavis.com, phone signal with area code 207, and a matched LinkedIn profile for Susan Gallant.
Susan Gallant previously worked as Portfolio Administrator at R. M. Davis and Managing Director, Relationship Management at Foreside Financial Group. Susan Gallant holds Business Administration from University Of Southern Maine.
This section adds company-level context without repeating Susan Gallant's masked contact details.
AeroLeads found 1 current-domain work email signal for Susan Gallant. Compare company email patterns before reaching out.
Experienced and successful client service and delivery professional with 25+ years of mutual fund and private fund expertise in the financial services industry. Demonstrated ability to understand and meet client needs and assist in client retention for larger complex institutional clients. Proven ability to lead and mentor a successful client service team; collaborate with senior management, multiple internal and external partners and other client service providers to ensure highest client satisfaction.
Listed skills include Relationship Management, Financial Services, Mutual Funds, Risk Management, and 6 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Portland, Maine
~ At R. M. Davis, we do not accept endorsements, testimonials, or recommendations. ~
Portland, Maine
Results oriented financial services professional managing the direction and oversight of client service for Foreside's mutual fund and private fund business.
Foreside Financial Group
Responsible for new client implementations and ongoing services to Foreside's mutual fund and private fund clients
Responsible for the coordination of services to large full service mutual fund clients.
Other employees you can reach at rmdavis.com. View company contacts for 54 employees →
Geoffrey Alexander
Colleague at R. M. DavisCambridge, Massachusetts, United States, United States
View →
KK
Katie Ketner, Mba
Colleague at R. M. DavisPortland, Maine Metropolitan Area, United States
View →
TT
Tom Thu
Colleague at R. M. DavisScarborough, Maine, United States, United States
View →
CD
Caitlin Damon
Colleague at R. M. DavisPortland, Maine, United States, United States
View →
MF
Mark Fernandez
Colleague at R. M. DavisPortland, Maine, United States, United States
View →
HJ
Hugh Judge
Colleague at R. M. DavisPortland, Maine, United States, United States
View →
TM
Timothy Malisa
Colleague at R. M. DavisPortland, Maine, United States, United States
View →
AL
Andrew Livingston, Cfa, Caia, Cfp®
Colleague at R. M. DavisPortland, Maine, United States, United States
View →
MP
Michael P. Wood, Cfa
Colleague at R. M. DavisPortland, Maine Metropolitan Area, United States
View →
KM
Kevin Manning
Colleague at R. M. DavisPortland, Maine, United States, United States
View →
Quick answers generated from the profile data available on this page.
Susan Gallant works for R. M. Davis.
Susan Gallant is listed as Portfolio Administration, R. M. Davis at R. M. Davis.
AeroLeads has found 1 work email signal at @rmdavis.com for Susan Gallant at R. M. Davis.
AeroLeads has found 2 phone signal(s) with area code 207 for Susan Gallant at R. M. Davis.
Susan Gallant is based in Portland, Maine, United States while working with R. M. Davis.
Susan Gallant has worked for R. M. Davis, Foreside Financial Group, Citi, and Forum Financial Group.
Susan Gallant's colleagues at R. M. Davis include Geoffrey Alexander, Katie Ketner, Mba, Tom Thu, Caitlin Damon, and Mark Fernandez.
You can use AeroLeads to view verified contact signals for Susan Gallant at R. M. Davis, including work email, phone, and LinkedIn data when available.
Susan Gallant holds Business Administration from University Of Southern Maine.
Susan Gallant is listed with skills including Relationship Management, Financial Services, Mutual Funds, Risk Management, Crm, Securities, Investments, and Fixed Income.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Susan Gallant you were looking for.
View similar profiles