Logan Galli,Cpwa®, Cima® Email & Phone Number

San Diego, Ca, Us

San Diego, California

Responsible for customer acquisition and engagement platform for subscription services platform aimed at providing outsourced business and advice services for independent advisors, registered investment advisors, banks, credit unions and large enterprises. Accountable for revenue and subscriber growth and provide leadership for teams that drive direct sales, digital and partner sales, platform operations, enablement and analytics.

Greater San Diego Area

Led a team of senior consultants focused on increasing profitability and reaching fee-based platform growth targets. Provided comprehensive oversight to the national investment advisory platform sales team serving over 21K advisors and prospective advisors. Managed divisional pipeline and developed digitally focused programs to move prospects through the funnel. Collaborated with internal key partners spanning executive management to service associates to develop and execute process improvement.

West (Southern California, Hawaii)

Responsible for increasing assets for the firm’s proprietary advisory platform in a multi-state territory leading to increased profitability and advisor retention. Provided best practice consulting, management strategies, portfolio construction guidance, model management, and implementation strategies for a client-based service model to over 1,700 independent financial advisors. In partnership with the new business development team, managed the recruitment, mapping, and transition process for… Show more Responsible for increasing assets for the firm’s proprietary advisory platform in a multi-state territory leading to increased profitability and advisor retention. Provided best practice consulting, management strategies, portfolio construction guidance, model management, and implementation strategies for a client-based service model to over 1,700 independent financial advisors. In partnership with the new business development team, managed the recruitment, mapping, and transition process for new RIA’s, advisors, institutions, and regions to the organization’s investment advisory custody platform. Provided collaborated consulting strategies for advisors and institutions on high-net-worth clients, foundations, endowments, and municipalities. Show less

Greater San Diego Area

Spearheaded the development and implementation of a high-net-worth consulting service designed to equip high potential financial advisors with the ability to win and retain high-net-worth individuals, institutions, foundations, and endowments. Strategically developed a consulting process and suite of Wealth Management resources that led to advisor adoption of fee- based pricing and maximization of growth. Portfolio of services included tools, analytics, marketing, point of sale support and… Show more Spearheaded the development and implementation of a high-net-worth consulting service designed to equip high potential financial advisors with the ability to win and retain high-net-worth individuals, institutions, foundations, and endowments. Strategically developed a consulting process and suite of Wealth Management resources that led to advisor adoption of fee- based pricing and maximization of growth. Portfolio of services included tools, analytics, marketing, point of sale support and access to subject matter experts inclusive of comprehensive financial and advanced estate planning, investment consulting, advanced portfolio and investment analytics, tax-sensitive investing, alternative investments, corporate trustee services, business exit planning, insurance planning, buy/sell arrangements, RFP support, concentrated wealth risk management, executive compensation planning and execution, investment policy statement consulting, and investment banking services. Show less

Greater San Diego Area

Greater San Diego Area

San Diego, California

Bs, Economics

Activities and Societies: NCAA Football

Education record

Activities and Societies: NCAA Division 1 Football, Sigma Phi Epsilon