Parker Gallagher, Cfp®, Mba Email and Phone Number
Parker Gallagher, Cfp®, Mba work email
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Parker Gallagher, Cfp®, Mba personal email
CERTIFIED FINANCIAL PLANNER™ | Relationship-driven financial professional providing strategic financial guidance and personalized wealth management solutions through educating, fostering trust, and building lasting relationships to ensure financial security and growth.
Silver Oak Advisory Group
View- Website:
- silveroak.net
- Employees:
- 4
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Financial AdvisorSilver Oak Advisory Group Nov 2024 - PresentPortland, Oregon, United States
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Trust Officer & Assistant Portfolio ManagerAllen Trust Company Jun 2022 - Nov 2024Portland, Oregon, United States -
Assistant Portfolio Manager & Tax SpecialistAllen Trust Company Aug 2020 - Jun 2022Portland, Oregon, United States
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Product & Industry InternAtticus Feb 2018 - Aug 2020San Diego, California, United States & Remote- Conducted in-depth research on state codes and laws, translating complex information into user-friendly content for application use.- Compiled a comprehensive database of potential markets to inform growth strategies.- Designed and developed visual webpage mockups and UI graphics, collaborating with the development team to implement live product features.- Performed industry research and organized data for optimal SEO using Google AdWords and Google Trends.- Published SEO-optimized content articles.- Created and managed targeted advertising campaigns through Google Ads, focusing on UI design and content optimization.- Collaborated with the development team to optimize product and informational flow through web and app updates.- Promoted product awareness by engaging with potential users through meetings. -
Director Of Trust And Wealth Management Student AssistantCampbell University, Lundy-Fetterman School Of Business Sep 2017 - Aug 2020Buies Creek, North Carolina -
Career Services And Placement Student AssistantCampbell University, Lundy-Fetterman School Of Business Sep 2016 - Sep 2017Buies Creek, North Carolina
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Institutional Wealth InternFirst Citizens Bank Apr 2019 - Aug 2019Raleigh-Durham, North Carolina AreaInterning within the Trust and Wealth Management department of First Citizens Bank, focused in Institutional and Personal Wealth. -
Wealth Management Fiduciary InternWells Fargo Jun 2018 - Aug 2018Long Beach, California -
Trust InternKs Bank, Inc. May 2017 - Sep 2017Smithfield, Nc
Parker Gallagher, Cfp®, Mba Skills
Parker Gallagher, Cfp®, Mba Education Details
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5Th Year
Frequently Asked Questions about Parker Gallagher, Cfp®, Mba
What company does Parker Gallagher, Cfp®, Mba work for?
Parker Gallagher, Cfp®, Mba works for Silver Oak Advisory Group
What is Parker Gallagher, Cfp®, Mba's role at the current company?
Parker Gallagher, Cfp®, Mba's current role is CERTIFIED FINANCIAL PLANNER™ | Relationship-Focused & Results-Driven Financial Professional | Leader | Lifetime Learner.
What is Parker Gallagher, Cfp®, Mba's email address?
Parker Gallagher, Cfp®, Mba's email address is pa****@****ust.com
What schools did Parker Gallagher, Cfp®, Mba attend?
Parker Gallagher, Cfp®, Mba attended Campbell University, Lundy-Fetterman School Of Business, Campbell University.
What skills is Parker Gallagher, Cfp®, Mba known for?
Parker Gallagher, Cfp®, Mba has skills like Leadership, Customer Service, Microsoft Word, Management, Powerpoint, Research, Public Speaking, Sales, Microsoft Office, Microsoft Excel, Project Management.
Who are Parker Gallagher, Cfp®, Mba's colleagues?
Parker Gallagher, Cfp®, Mba's colleagues are Lydia Rollo, Jessi Howe, Cfp®, Cara Kunz.
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