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Timothy Gallagher, Cfa is listed as Director of Product Solutions at SEI, a with 3250 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at seic.com and a matched LinkedIn profile for Timothy Gallagher, Cfa.
Timothy Gallagher, Cfa previously worked as Product Solutions Manager at Sei and Solutions Manager, Portfolio Management at Sei. Timothy Gallagher, Cfa holds Bachelor Of Arts - Ba, History from University Of Pennsylvania.
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AeroLeads found 2 current-domain work email signals for Timothy Gallagher, Cfa. Compare company email patterns before reaching out.
Experienced financial services professional with over 15 years of expertise in product management, business analysis, and technology solutions within the wealth management sector. Proven track record in leading cross-functional teams, solving business problems, managing complex projects, and driving technology initiatives from concept through to production. Adept at translating business requirements into functional specifications and delivering impactful solutions.
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A career timeline built from the work history available for this profile.
• Led multiple product and technology launches that directly resulted in financial impact to the business unit• Successfully led several technology initiatives by coordinating software development across multiple teams, trains, internal development organizations, and vendors across varying release cycles while adhering to tight timelines
• Proven ability to drive cross-functional teams to achieve optimal solutions for wealth management businesses• Responsible for creating business requirements documents (BRDs), performing cost-benefit analysis, defining functional requirements, stakeholder communication, and providing support for user acceptance testing and production rollout• Responsible for owning multiple products with active development roadmaps serving multiple markets:- Client Acquisition Services – Investment Proposal & Investment Policy Statement Generation- Portfolio Management – Portfolio construction, model maintenance, trading- SWP Fee Processing – Fee calculation & collection engine
• Worked to identify gaps in the IAS portfolio management offering. Worked directly with advisors to identify new solutions, validated/documented the market need, managed the project through development, QA, and production launch• Successfully delivered trading and compliance solutions that are still actively used in production
• Translated business requirements into functional requirements documents; communicated requirements to development team; led testing efforts to ensure requirements were met• Provided on-site support to clients following the implementation of this functionality (both in US and UK); • Acted as lead on several key projects that are currently in production including UMA/SMA implementation and automated dollar cost averaging program
• Rotated through several development teams as part of SEI’s GWP Masters Rotation program, and worked beneath senior business analysts to define functional requirements
Other employees you can reach at seic.com. View company contacts for 3250 employees →
Kiran Namburi
Colleague at SeiGreater Philadelphia, United States
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Kristopher Macklen
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Pedro Ledesma
Colleague at SeiGuadalajara, Jalisco, Mexico
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Erik Zimmerman
Colleague at SeiRoyersford, Pennsylvania, United States
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Michelle Leighton
Colleague at SeiCollegeville, Pennsylvania, United States
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Shawn O.
Colleague at SeiGreater Philadelphia, United States
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Carly Sikora
Colleague at SeiKing Of Prussia, Pennsylvania, United States
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Jennifer Roy
Colleague at SeiFargo, North Dakota, United States
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Rodd Whitney
Colleague at SeiGlenside, Pennsylvania, United States
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Muhammad Abubaker
Colleague at SeiCollegeville, Pennsylvania, United States
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Quick answers generated from the profile data available on this page.
Timothy Gallagher, Cfa works for SEI.
Timothy Gallagher, Cfa is listed as Director of Product Solutions at SEI.
AeroLeads has found 2 work email signals at @seic.com for Timothy Gallagher, Cfa at SEI.
Timothy Gallagher, Cfa is based in Greater Philadelphia, United States while working with SEI.
Timothy Gallagher, Cfa has worked for Sei.
Timothy Gallagher, Cfa's colleagues at SEI include Kiran Namburi, Kristopher Macklen, Pedro Ledesma, Erik Zimmerman, and Michelle Leighton.
You can use AeroLeads to view verified contact signals for Timothy Gallagher, Cfa at SEI, including work email, phone, and LinkedIn data when available.
Timothy Gallagher, Cfa holds Bachelor Of Arts - Ba, History from University Of Pennsylvania.
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