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Jeanne Gallagher is listed as Seaside Solutions, Investment Adviser Representative ~ Financial Wellness Begins With Education ~ Pathways to Financial Independence for Women ~ Podcast: Discover Rising Tides: How the Outside Makes the Inside Better at GWN Securities, Inc., based in Auburn, California, United States. AeroLeads shows a work email signal at 1up5dn.com and a matched LinkedIn profile for Jeanne Gallagher.
Jeanne Gallagher previously worked as Founder, Discover Rising Tides at Discover Rising Tides and Investment Advisor at Gwn Securities, Inc.. Jeanne Gallagher holds Math; Spanish from University Of New Hampshire.
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I am passionate about Financial Wellness. Through the program I have created, Pathways to Financial Independence for Women, I provide support, guidance and inspiration to women to be the best version of themselves.In addition, I work with individual and families, in-person and virtually, through many stages of life such as job transitions, pre-retirement and retirement. As a result, the education-based process brings clarity to the plans that we create and implement. The terms "learning" and "teaching" are interchangeable. My responsibility is to learn about you, our client. Together, we will delve into your goals and dreams and determine your personalized financial path. Your responsibility is to teach me about you. Through this process, we will pause when necessary to discuss financial concepts, building the foundation of Financial Wellness.
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Check out our past shows! New shows live the 1st and 3rd Wednesdays each month. We explore the importance of the outdoors and maintaining life balance. Through this series, we will be talking to women business owners to understand their journey.
Auburn, CA And Greater Sacramento Area
Financial Wellness Begins With Education
Auburn, CA
Through an education based approach, partnering with clients to help reach their goal of financial independence.https://www.seasidesolutions.net
Greater Sacramento Area
Through an education based approach, partnering with clients to help reach their goal of financial independence. Jeanne is a SmartVestor Pro with the Dave Ramsey program.
California
Jeanne is a SmartVestor Pro with the Dave Ramsey program.
Auburn, CA
Through an education based approach, partnering with clients to help reach their goal of financial independence.
Orange City, FL, Arroyo Grande, CA And Auburn, CA
I provide financial education and planning thru the Money Map, which is our complimentary, yet comprehensive financial planning tool. We implement these plans through our extensive array of products, which consists of Life Insurance, LTC Insurance, Disability Insurance, Retail Securities, Fixed & Indexed Annuities, Variable Annuities, 529's, IRA's.
Orange City, Florida
I provide financial education and planning thru the Money Map, which is our complimentary, yet comprehensive financial planning tool. We implement these plans through our extensive array of products, which consists of Life Insurance, LTC Insurance, Disability Insurance, Retail Securities, Fixed & Indexed Annuities, Variable Annuities, 529's, IRA's.
To help families earn more income, become properly protected, debt free and financially independent.
Managed a team of Client Service Representatives that oversees a monthly freight spend of $218M with a monthly freight bill volume of over 1M.Oversees and manages client and carrier services team.Global direct liaison between clients (Motorola, Colgate-Palmolive, Lockheed, etc.), IPS and the transportation carriers.Client portfolio spend of $49M per month.
Analyzed new customer credit card usage patterns to understand profitability factors utilizing historical data and supported assumptions. Made recommendations to senior management, based upon analysis, which directly affected future marketing campaigns, ensuring profitability factors were exceeded. Reorganized compliance-regulated, record-keeping process.
Risk Management, Business Analyst, Call Center Management
Established new Inward Call Center Operations for the Credit Department.Created new staffing schedules for a department of 200, meeting ASA goals each month.Managing volume and appropriate staffing for four business types within the department. Created reporting, staffing analysis and managed call volume for a staff of 200 people. Managed the physical.
Processed Credit Card loans ensuring accuracy and quality lending, exceeding goals 98% of tenure.Assisted in the education process for new hires.Determined the creditworthiness of clients through the in-depth analysis of applications, credit score, financial statements, credit reports and historical performance.Negotiated payment plans and loan terms for.
Managed loan losses by mitigating possible risk. Analyzed current customer spending patterns and financial situations to best determine future business relationships.Through effective communications with customers, utilizing open-ended questions and active listening skills, demonstrated the ability to balance business needs with customers current ability.
Encouraged current customers to retain accounts by effectively explaining the benefits of MBNA.Assisted delinquent customers by negotiating appropriate payment plans to limit loan losses.
Developed a strong, repeat customer base.Created and implemented education material and dining room procedures for seasonal 60 seat restaurant.Hired and trained staff, requiring a complete understanding of menu and procedures. Organized and planned special events.Managed staffing levels.Off-season, site manager for the Inn and restaurant.
Spanish I-III completed Professional Development courses completed. Provided as requested.
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Jeanne Gallagher works for GWN Securities, Inc..
Jeanne Gallagher is listed as Seaside Solutions, Investment Adviser Representative ~ Financial Wellness Begins With Education ~ Pathways to Financial Independence for Women ~ Podcast: Discover Rising Tides: How the Outside Makes the Inside Better at GWN Securities, Inc..
AeroLeads has found 2 work email signals at @1up5dn.com for Jeanne Gallagher at GWN Securities, Inc..
Jeanne Gallagher is based in Auburn, California, United States while working with GWN Securities, Inc..
Jeanne Gallagher has worked for Discover Rising Tides, Gwn Securities, Inc., Seaside Solutions, Ramsey Solutions, A Dave Ramsey Company, and Capital Choice Financial Group And Ameritas Investment Corp. (Aic).
You can use AeroLeads to view verified contact signals for Jeanne Gallagher at GWN Securities, Inc., including work email, phone, and LinkedIn data when available.
Jeanne Gallagher holds Math; Spanish from University Of New Hampshire.
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