Financial Professional
Current
Dec 2023 - Present
AeroLeads people directory · profile
Joe Galvan Email & Phone Number
Financial Professional at Lakeshore Financial Group
at
Lakeshore Financial Group
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Professional at Lakeshore Financial Group
Location
Greater Chicago Area, United States
Company size
Who is Joe Galvan? Overview
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Quick answer
Joe Galvan is listed as Financial Professional at Lakeshore Financial Group at Lakeshore Financial Group, a with 43 employees, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Joe Galvan.
Joe Galvan previously worked as Financial Professional at Lakeshore Financial Group and Account Development Associate at Celonis. Joe Galvan holds Bachelor'S Degree, Finance With Concentration In Value Investing And Minor In Psychology from The University Of Alabama.
Company email context
Email format at Lakeshore Financial Group
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Lakeshore Financial Group
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Profile bio
About Joe Galvan
I'm dedicated to assisting young professionals, families, and business owners reach their financial goals and leave a legacy behind. I employ a holistic and collaborative approach to guide clients through their financial journey.Joe Galvan is licensed to sell insurance in (IL). An endorsement of this individual may not reflect others' views or experience. TC138798(0124)3
Current workplace
Joe Galvan's current company
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Lakeshore Financial Group
2 roles
Joe Galvan work experience
A career timeline built from the work history available for this profile.
Account Development Associate
- Utilized multiple tools and sources to generate prospects using company and customer data along with market research to create leads for Celonis sales teams in North America- Analyzed raw data containing more than 10 million data points using Google Sheets and Excel to identify trends within the data. This project ultimately increased pipeline and call efficiency for the entire North America team- Supported a team of 42 Business Development Representatives by building tools to increase sourcing productivity
May 2022 - May 2023
Team & coworkers
Colleagues at Lakeshore Financial Group
Other employees you can reach at lsfgchi.com. View company contacts for 43 employees →
SC
Sara Copeland
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
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CM
Cale Morin, Cpa, Cfp®
Colleague at Lakeshore Financial GroupChicago, Illinois, United States
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LJ
Laurén Johnson
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
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KC
Kena Contractor
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
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WM
William Marshall
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
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MR
Maggie Rackow
Colleague at Lakeshore Financial GroupChicago, Illinois, United States
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JG
Jennifer Gerber
Colleague at Lakeshore Financial GroupChicago, Illinois, United States
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CF
Cathy Fetzer
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
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RS
Robert Saliba
Colleague at Lakeshore Financial GroupChicago, Illinois, United States
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JK
John Klobucar
Colleague at Lakeshore Financial GroupBeloit, Wisconsin, United States
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Sara Copeland
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
View →
CM
Cale Morin, Cpa, Cfp®
Colleague at Lakeshore Financial GroupChicago, Illinois, United States
View →
LJ
Laurén Johnson
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
View →
KC
Kena Contractor
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
View →
WM
William Marshall
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
View →
MR
Maggie Rackow
Colleague at Lakeshore Financial GroupChicago, Illinois, United States
View →
JG
Jennifer Gerber
Colleague at Lakeshore Financial GroupChicago, Illinois, United States
View →
CF
Cathy Fetzer
Colleague at Lakeshore Financial GroupGreater Chicago Area, United States
View →
RS
Robert Saliba
Colleague at Lakeshore Financial GroupChicago, Illinois, United States
View →
JK
John Klobucar
Colleague at Lakeshore Financial GroupBeloit, Wisconsin, United States
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1 education record
Joe Galvan education
FAQ
Frequently asked questions about Joe Galvan
Quick answers generated from the profile data available on this page.
What company does Joe Galvan work for?
Joe Galvan works for Lakeshore Financial Group.
What is Joe Galvan's role at Lakeshore Financial Group?
Joe Galvan is listed as Financial Professional at Lakeshore Financial Group at Lakeshore Financial Group.
Where is Joe Galvan based?
Joe Galvan is based in Greater Chicago Area, United States while working with Lakeshore Financial Group.
What companies has Joe Galvan worked for?
Joe Galvan has worked for Lakeshore Financial Group and Celonis.
Who are Joe Galvan's colleagues at Lakeshore Financial Group?
Joe Galvan's colleagues at Lakeshore Financial Group include Sara Copeland, Cale Morin, Cpa, Cfp®, Laurén Johnson, Kena Contractor, and William Marshall.
How can I contact Joe Galvan?
You can use AeroLeads to view verified contact signals for Joe Galvan at Lakeshore Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Joe Galvan attend?
Joe Galvan holds Bachelor'S Degree, Finance With Concentration In Value Investing And Minor In Psychology from The University Of Alabama.
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