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Tom Gallagher is listed as Director, Corporate Development (M&A) at Cetera Financial Group | Former FIG Investment Banker (Sandler O'Neill) at Cetera Financial Group, a company with 501 employees, based in Ladera Ranch, California, United States. AeroLeads shows a matched LinkedIn profile for Tom Gallagher.
Tom Gallagher previously worked as Director, Corporate Development at Cetera Financial Group and Senior Account Manager at Upstart. Tom Gallagher holds Master Of Business Administration - Mba, Corporate Finance And Investments from University Of Notre Dame.
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The majority of Tom's professional career has been in investment banking, working with executive management teams and Boards on acquisitions / divestitures / capital management / other strategic initiatives and how the opportunity would increase franchise value.Key Skills: Account Management, Accounting, Board Advisory, Board Presentations, Budgeting, Business Development, Capital Markets, Company Valuation, Consumer Lending, Corporate Development, Corporate Strategy, Debt Capital Raising, Discounted Cash Flow Analysis, Due Diligence, Equity Capital Raising, Executive Relationship Building, Financial Analysis, Financial Modeling, Financial Reporting, Financial Technology, Fintech Partnerships, Identifying Acquisitions, Imputed Valuation, Investment Banking, Investor Presentations, Investor Relations, Leadership, Leveraged Buyout (LBO) Analysis, Management Advisory, Mentoring, Mergers & Acquisitions (M&A), Model Building, Peer Group Analysis, Pipeline Management, Product Partnership, Pro Forma Analysis, Public Speaking, Relationship Management, Strategic PlanningIndustry Experience: Asset Management, Broker Dealers, Commercial Banks, Credit Unions, Depositories, Financial Institutions, Financial Services, Financial Technology, Investment Banks, Private Equity, Savings Institutions, Specialty Finance, Trading Firms, Wealth ManagementProficient in Microsoft Office, S&P Global Market Intelligence, FactSet, Thomson One, Capital IQ, Bloomberg, and Salesforce
Listed skills include Leadership, Financial Advisory, Presentation Skills, Capital Budgeting, and 56 others.
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A career timeline built from the work history available for this profile.
San Diego, CA, US
The Corporate Development team at Cetera Financial works closely with key executives, advisors, and external clients to increase franchise value through various strategic initiatives. As a Director, Tom is responsible for identifying opportunities and executing mergers, acquisitions, joint ventures, investments, and divestitures across the broker-dealer.
San Mateo, CA, US
Tom managed a portfolio of approximately 20 Upstart lending partner accounts (banks and credit unions across the country) that were funding over $150 million of monthly loans in aggregate at their peak within the Upstart.C-Suite Relationship Management: owned the executive relationships (CEO, CFO, CLO, COO) and provided consultative leadership, ensuring.
New York, NY, US
During Tom's 14 years at Sandler O'Neill, now known as Piper Sandler, the investment banking group was typically ranked the #1 advisor for financial services M&A and capital raising based on the number of transactions. Tom acted as primary investment banking coverage officer for approximately twenty-five institutions, and secondary coverage officer for.
Other employees you can reach at cetera.com. View company contacts for 501 employees →
Karl Meyer
Colleague at Cetera Financial Group
St Cloud, Minnesota, United States, United States
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AH
Adriana H.
Colleague at Cetera Financial Group
El Segundo, California, United States, United States
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MV
Mandy Vasher
Colleague at Cetera Financial Group
Wyandotte, Michigan, United States, United States
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RP
Ronda Pope
Colleague at Cetera Financial Group
United States, United States
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Seth White
Colleague at Cetera Financial Group
Dallas County, Iowa, United States, United States
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Larry Shaw Awma®
Colleague at Cetera Financial Group
Greater Philadelphia, United States
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AM
Ashley Mccool
Colleague at Cetera Financial Group
Dallas County, Iowa, United States, United States
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EW
Emily Woodward
Colleague at Cetera Financial Group
Sartell, Minnesota, United States, United States
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CN
Christine Noche, Maop
Colleague at Cetera Financial Group
Pasadena, California, United States, United States
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DU
Dan Umansky, Cws®, Aif®
Colleague at Cetera Financial Group
San Diego, California, United States, United States
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Quick answers generated from the profile data available on this page.
Tom Gallagher works for Cetera Financial Group.
Tom Gallagher is listed as Director, Corporate Development (M&A) at Cetera Financial Group | Former FIG Investment Banker (Sandler O'Neill) at Cetera Financial Group.
Tom Gallagher is based in Ladera Ranch, California, United States while working with Cetera Financial Group.
Tom Gallagher has worked for Cetera Financial Group, Upstart, Happy Money, Sandler O'Neill + Partners, L.P., and Deutsche Bank.
Tom Gallagher's colleagues at Cetera Financial Group include Karl Meyer, Adriana H., Mandy Vasher, Ronda Pope, and Seth White.
You can use AeroLeads to view verified contact signals for Tom Gallagher at Cetera Financial Group, including work email, phone, and LinkedIn data when available.
Tom Gallagher holds Master Of Business Administration - Mba, Corporate Finance And Investments from University Of Notre Dame.
Tom Gallagher is listed with skills including Leadership, Financial Advisory, Presentation Skills, Capital Budgeting, Banking, Strategic Partnerships, Accounting, and Model Building.
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