Financial Advisor
Current
Nov 2024 - Present
AeroLeads people directory · profile
Parker Gallagher, Cfp®, Mba Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ | Relationship-Focused & Results-Driven Financial Professional | Leader | Lifetime Learner
at
Silver Oak Advisory Group
1 work email found
@silveroak.net
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ | Relationship-Focused & Results-Driven Financial Professional | Leader | Lifetime Learner
Location
Portland, Oregon, United States
Company size
Who is Parker Gallagher, Cfp®, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Parker Gallagher, Cfp®, Mba is listed as CERTIFIED FINANCIAL PLANNER™ | Relationship-Focused & Results-Driven Financial Professional | Leader | Lifetime Learner at Silver Oak Advisory Group, a company with 4 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at silveroak.net and a matched LinkedIn profile for Parker Gallagher, Cfp®, Mba.
Parker Gallagher, Cfp®, Mba previously worked as Financial Advisor at Silver Oak Advisory Group and Trust Officer & Assistant Portfolio Manager at Allen Trust Company. Parker Gallagher, Cfp®, Mba holds Master Of Business Administration - Mba, Finance And Financial Management Services, 5Th Year from Campbell University, Lundy-Fetterman School Of Business.
Company email context
Email format at Silver Oak Advisory Group
This section adds company-level context without repeating Parker Gallagher, Cfp®, Mba's masked contact details.
{first}@silveroak.net
89% confidence
AeroLeads found 1 current-domain work email signal for Parker Gallagher, Cfp®, Mba. Compare company email patterns before reaching out.
Profile bio
About Parker Gallagher, Cfp®, Mba
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.
Listed skills include Leadership, Customer Service, Microsoft Word, Management, and 7 others.
Current workplace
Parker Gallagher, Cfp®, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Silver Oak Advisory Group
9 roles
Parker Gallagher, Cfp®, Mba work experience
A career timeline built from the work history available for this profile.
Trust Officer & Assistant Portfolio Manager
Jun 2022 - Nov 2024
Assistant Portfolio Manager & Tax Specialist
Aug 2020 - Jun 2022
Product & Industry Intern
- 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.
Feb 2018 - Aug 2020
Director Of Trust And Wealth Management Student Assistant
Sep 2017 - Aug 2020
Career Services And Placement Student Assistant
Sep 2016 - Sep 2017
Institutional Wealth Intern
Interning within the Trust and Wealth Management department of First Citizens Bank, focused in Institutional and Personal Wealth.
Apr 2019 - Aug 2019
Wealth Management Fiduciary Intern
Jun 2018 - Aug 2018
Trust Intern
May 2017 - Sep 2017
Team & coworkers
Colleagues at Silver Oak Advisory Group
Other employees you can reach at silveroak.net. View company contacts for 4 employees →
CK
Cara Kunz
Colleague at Silver Oak Advisory GroupBeaverton, Oregon, United States, United States
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LR
Lydia Rollo
Colleague at Silver Oak Advisory GroupPortland, Oregon, United States, United States
View →
JH
Jessi Howe, Cfp®
Colleague at Silver Oak Advisory GroupPortland, Oregon, United States, United States
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Cara Kunz
Colleague at Silver Oak Advisory GroupBeaverton, Oregon, United States, United States
View →
LR
Lydia Rollo
Colleague at Silver Oak Advisory GroupPortland, Oregon, United States, United States
View →
JH
Jessi Howe, Cfp®
Colleague at Silver Oak Advisory GroupPortland, Oregon, United States, United States
View →
2 education records
Parker Gallagher, Cfp®, Mba education
Master Of Business Administration - Mba, Finance And Financial Management Services, 5Th Year
Bba In Trust And Wealth Management, Minor In Financial Planning, Trust And Wealth Management, 5Th Year
FAQ
Frequently asked questions about Parker Gallagher, Cfp®, Mba
Quick answers generated from the profile data available on this page.
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 Silver Oak Advisory Group?
Parker Gallagher, Cfp®, Mba is listed as CERTIFIED FINANCIAL PLANNER™ | Relationship-Focused & Results-Driven Financial Professional | Leader | Lifetime Learner at Silver Oak Advisory Group.
What is Parker Gallagher, Cfp®, Mba's email address?
AeroLeads has found 1 work email signal at @silveroak.net for Parker Gallagher, Cfp®, Mba at Silver Oak Advisory Group.
Where is Parker Gallagher, Cfp®, Mba based?
Parker Gallagher, Cfp®, Mba is based in Portland, Oregon, United States while working with Silver Oak Advisory Group.
What companies has Parker Gallagher, Cfp®, Mba worked for?
Parker Gallagher, Cfp®, Mba has worked for Silver Oak Advisory Group, Allen Trust Company, Atticus, Campbell University, Lundy-Fetterman School Of Business, and First Citizens Bank.
Who are Parker Gallagher, Cfp®, Mba's colleagues at Silver Oak Advisory Group?
Parker Gallagher, Cfp®, Mba's colleagues at Silver Oak Advisory Group include Cara Kunz, Lydia Rollo, and Jessi Howe, Cfp®.
How can I contact Parker Gallagher, Cfp®, Mba?
You can use AeroLeads to view verified contact signals for Parker Gallagher, Cfp®, Mba at Silver Oak Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Parker Gallagher, Cfp®, Mba attend?
Parker Gallagher, Cfp®, Mba holds Master Of Business Administration - Mba, Finance And Financial Management Services, 5Th Year from Campbell University, Lundy-Fetterman School Of Business.
What skills is Parker Gallagher, Cfp®, Mba known for?
Parker Gallagher, Cfp®, Mba is listed with skills including Leadership, Customer Service, Microsoft Word, Management, Powerpoint, Research, Public Speaking, and Sales.
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