Logan Galli,Cpwa®, Cima® Email & Phone Number
@lpl.com
1 phone found area 800
LinkedIn matched
Who is Logan Galli,Cpwa®, Cima®? Overview
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Logan Galli,Cpwa®, Cima® is listed as Senior Managing Director - Head of Advisory Experience and Sales Enablement at Cetera Financial Group, a company with 1744 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 800, and a matched LinkedIn profile for Logan Galli,Cpwa®, Cima®.
Logan Galli,Cpwa®, Cima® previously worked as Managing Director, Head of Advisory Sales and Consulting at Cetera Financial Group and Senior Vice President - Head of Distribution, LPL Services Group / LPL Business Solutions at Lpl Financial. Logan Galli,Cpwa®, Cima® holds Bs, Economics from Northeastern University.
Email format at Cetera Financial Group
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AeroLeads found 2 current-domain work email signals for Logan Galli,Cpwa®, Cima®. Compare company email patterns before reaching out.
About Logan Galli,Cpwa®, Cima®
Senior financial services professional with a proven history of team development, leadership and driving outcomes. Experienced developer of organizational infrastructure for new business ventures. Client centric, passionate about people and inspired by igniting personal growth of others. Track record of influencing decisions, fostering trusted relationships and driving measurable change through establishing credibility, data-driven decision-making, understanding needs and mutual accountability. Champion of new technology, embracer of change and runner towards disruption.
Listed skills include Series 7, High Net Worth Individuals, Mutual Funds, Wealth Management, and 6 others.
Logan Galli,Cpwa®, Cima®'s current company
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Logan Galli,Cpwa®, Cima® work experience
A career timeline built from the work history available for this profile.
Managing Director, Head Of Advisory Sales And Consulting
Current
Senior Vice President - Head Of Distribution, Lpl Services Group / Lpl Business Solutions
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.
Divisional Manager - Regional Wealth Consulting
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.
Vice President - Sr. Regional Advisory Consultant
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.
Vice President - Private Client Services
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.
Director - Advisory Consultant
Manager - Private Client Services
Broker
Colleagues at Cetera Financial Group
Other employees you can reach at cetera.com. View company contacts for 1744 employees →
Tammy Kardell
Colleague at Cetera Financial Group
Sauk Rapids, Minnesota, United States, United States
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AL
Amanda Love
Colleague at Cetera Financial Group
San Diego, California, United States, United States
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JD
Jonathan Daly
Colleague at Cetera Financial Group
New London, Connecticut, United States, United States
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JF
James Friemann
Colleague at Cetera Financial Group
United States, United States
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SS
Stephen Scanlon
Colleague at Cetera Financial Group
Chula Vista, California, United States, United States
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BL
Brendan Lerette
Colleague at Cetera Financial Group
West Des Moines, Iowa, United States, United States
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CP
Calla Poulos
Colleague at Cetera Financial Group
Greater Hartford, United States
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AN
Anne Nienaber
Colleague at Cetera Financial Group
St Cloud, Minnesota, United States, United States
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JB
Jamie Baker
Colleague at Cetera Financial Group
Denver, Colorado, United States, United States
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NR
Natasha Rolofson
Colleague at Cetera Financial Group
Des Moines, Iowa, United States, United States
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Logan Galli,Cpwa®, Cima® education
Bs, Economics
Education record
Frequently asked questions about Logan Galli,Cpwa®, Cima®
Quick answers generated from the profile data available on this page.
What company does Logan Galli,Cpwa®, Cima® work for?
Logan Galli,Cpwa®, Cima® works for Cetera Financial Group.
What is Logan Galli,Cpwa®, Cima®'s role at Cetera Financial Group?
Logan Galli,Cpwa®, Cima® is listed as Senior Managing Director - Head of Advisory Experience and Sales Enablement at Cetera Financial Group.
What is Logan Galli,Cpwa®, Cima®'s email address?
AeroLeads has found 2 work email signals at @lpl.com for Logan Galli,Cpwa®, Cima® at Cetera Financial Group.
What is Logan Galli,Cpwa®, Cima®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Logan Galli,Cpwa®, Cima® at Cetera Financial Group.
Where is Logan Galli,Cpwa®, Cima® based?
Logan Galli,Cpwa®, Cima® is based in San Diego, California, United States while working with Cetera Financial Group.
What companies has Logan Galli,Cpwa®, Cima® worked for?
Logan Galli,Cpwa®, Cima® has worked for Cetera Financial Group, Lpl Financial, Lpl Financial Services, and American Home Mortgage.
Who are Logan Galli,Cpwa®, Cima®'s colleagues at Cetera Financial Group?
Logan Galli,Cpwa®, Cima®'s colleagues at Cetera Financial Group include Tammy Kardell, Amanda Love, Jonathan Daly, James Friemann, and Stephen Scanlon.
How can I contact Logan Galli,Cpwa®, Cima®?
You can use AeroLeads to view verified contact signals for Logan Galli,Cpwa®, Cima® at Cetera Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Logan Galli,Cpwa®, Cima® attend?
Logan Galli,Cpwa®, Cima® holds Bs, Economics from Northeastern University.
What skills is Logan Galli,Cpwa®, Cima® known for?
Logan Galli,Cpwa®, Cima® is listed with skills including Series 7, High Net Worth Individuals, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, and Securities.
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