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Timothy Gallagher, Cfa Email & Phone Number

Director of Product Solutions, Model Management and Trading at SEI
Location: Greater Philadelphia, United States, United States 5 work roles 2 schools
2 work emails found @seic.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email t****@seic.com
LinkedIn Profile matched
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Current company
SEI
Role
Director of Product Solutions, Model Management and Trading
Location
Greater Philadelphia, United States, United States
Company size
3250 employees

Who is Timothy Gallagher, Cfa? Overview

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Quick answer

Timothy Gallagher, Cfa is listed as Director of Product Solutions, Model Management and Trading at SEI, a company with 3250 employees, based in Greater Philadelphia, United States, 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 Director of Product Solutions at Sei and Product Solutions Manager at Sei. Timothy Gallagher, Cfa holds Bachelor Of Arts - Ba, History from University Of Pennsylvania.

Company email context

Email format at SEI

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*@seic.com
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AeroLeads found 2 current-domain work email signals for Timothy Gallagher, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Timothy Gallagher, Cfa

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.

Current workplace

Timothy Gallagher, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

SEI
Sei
Director of Product Solutions, Model Management and Trading
oaks, pennsylvania, united states
Website
seic.com
Employees
3250
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Company profile
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5 roles

Timothy Gallagher, Cfa work experience

A career timeline built from the work history available for this profile.

Director Of Product Solutions

Current
Sei
  • 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.
Jan 2023 - Present

Product Solutions Manager

Sei
  • 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.
  • Responsible for owning multiple products with active development roadmaps serving multiple markets:- Client Acquisition Services – Investment Proposal & Investment Policy Statement Generation- Portfolio Management –.
Dec 2013 - Dec 2023

Solutions Manager, Portfolio Management

Sei
  • 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.
  • Successfully delivered trading and compliance solutions that are still actively used in production
Dec 2012 - Dec 2013

Business Analyst Iii

Sei
  • 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
Dec 2010 - Dec 2012

Associate

Sei
  • Rotated through several development teams as part of SEI’s GWP Masters Rotation program, and worked beneath senior business analysts to define functional requirements
Jun 2008 - Dec 2010
Team & coworkers

Colleagues at SEI

Other employees you can reach at seic.com. View company contacts for 3250 employees →

JC Jacob Capasso Jacob Capasso Colleague at Sei United States, United States View → PK Patrick Kiely Patrick Kiely Colleague at Sei Norristown, Pennsylvania, United States, United States View → PS Peter Smyth Peter Smyth Colleague at Sei Northern Ireland, United Kingdom, United Kingdom View → SS Susie Smith Susie Smith Colleague at Sei Norristown, Pennsylvania, United States, United States View → DJ Dieter Jacobs Dieter Jacobs Colleague at Sei Philadelphia, Pennsylvania, United States, United States View → KE Kalu Eke Kalu Eke Colleague at Sei Dublin, County Dublin, Ireland, Ireland View → DZ Daniel Zack Daniel Zack Colleague at Sei Royersford, Pennsylvania, United States, United States View → KJ Krzeminski John Krzeminski John Colleague at Sei Ambler, Pennsylvania, United States, United States View → JK Jeffrey Knowles Jeffrey Knowles Colleague at Sei Phoenixville, Pennsylvania, United States, United States View → JM Jason Mcgee Jason Mcgee Colleague at Sei King Of Prussia, Pennsylvania, United States, United States View →
2 education records

Timothy Gallagher, Cfa education

FAQ

Frequently asked questions about Timothy Gallagher, Cfa

Quick answers generated from the profile data available on this page.

What company does Timothy Gallagher, Cfa work for?

Timothy Gallagher, Cfa works for SEI.

What is Timothy Gallagher, Cfa's role at SEI?

Timothy Gallagher, Cfa is listed as Director of Product Solutions, Model Management and Trading at SEI.

What is Timothy Gallagher, Cfa's email address?

AeroLeads has found 2 work email signals at @seic.com for Timothy Gallagher, Cfa at SEI.

Where is Timothy Gallagher, Cfa based?

Timothy Gallagher, Cfa is based in Greater Philadelphia, United States, United States while working with SEI.

What companies has Timothy Gallagher, Cfa worked for?

Timothy Gallagher, Cfa has worked for Sei.

Who are Timothy Gallagher, Cfa's colleagues at SEI?

Timothy Gallagher, Cfa's colleagues at SEI include Jacob Capasso, Patrick Kiely, Peter Smyth, Susie Smith, and Dieter Jacobs.

How can I contact Timothy Gallagher, Cfa?

You can use AeroLeads to view verified contact signals for Timothy Gallagher, Cfa at SEI, including work email, phone, and LinkedIn data when available.

What schools did Timothy Gallagher, Cfa attend?

Timothy Gallagher, Cfa holds Bachelor Of Arts - Ba, History from University Of Pennsylvania.

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