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William Galbally is listed as Private Wealth Manager 🔹 Wealth Management Advisor 🔹 High-Net-Worth/Ultra-High-Net-Worth Financial Planning at J.P. Morgan, a company with 59438 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for William Galbally.
William Galbally previously worked as Vice President, Private Bank at J.P. Morgan and Banking Associate, Private Bank at J.P. Morgan. William Galbally holds Bachelor Of Science - Bs, Finance (Concentration In Alternative Investments) from Fordham University.
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▶️ Dynamic, self-assured, and highly respected Private Wealth Manager offering progressive experience building a high-net-worth client book of business by analyzing individual needs, creating effective financial solutions, and supporting broader planning and decision-making. ▶️ Prolific networker who can seamlessly move between diverse groups including sophisticated financiers, small/midsize businesses, professional athletes, and entertainers. ▶️ Possess deep knowledge of financial products and closely collaborate with team resources to achieve aggressive growth objectives. ▶️ Committed to adding enterprise value and exceeding client expectations using quick study, competitive will-to-win mindset, and unwavering level of ethics and integrity.
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New York, New York, United States
◾️ Control book of business with nine figures in assets under management, generating multimillion dollars in revenue and strong client retention. ◾️ Proactively prospect and source new business opportunities. ◾️ Offer tactical investment recommendations to ensure suitable portfolios for all clients.
New York, New York, United States
◾️ Supported two senior bankers managing over 150 client relationships generating more than eight figures in revenue.◾️ Reported on balance sheet management and developed asset allocation models to deliver tailored investment solutions.
New York, New York, United States
◾️ Oversaw 60+ client relationships with 10 figures in assets under management and eight figures in annual revenues as lead analyst for Southern California Vice Chairman.
New York, New York, United States
◾️ Played key role on 10-person project team responsible for system build and nationwide implementation of proprietary wealth projection platform.
Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →
Rudraksh Jain
Colleague at J.P. MorganTamil Nadu, India, India
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Frank Ebert
Colleague at J.P. MorganAurora, Colorado, United States, United States
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Mugdha Parale
Colleague at J.P. MorganMumbai, Maharashtra, India, India
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Louise Yu
Colleague at J.P. MorganTaipei City, Taipei City, Taiwan, Taiwan, Province Of China
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Suman Sharma
Colleague at J.P. MorganMumbai, Maharashtra, India, India
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Marco Khalil
Colleague at J.P. MorganParis, Île-de-France, France, France
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Phillip Curran
Colleague at J.P. MorganIreland, Ireland
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Benjamin Oldham
Colleague at J.P. MorganUnited Kingdom, United Kingdom
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Aaron Cernoch
Colleague at J.P. MorganMilwaukee, Wisconsin, United States, United States
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Ashwarya Gupta
Colleague at J.P. MorganBengaluru, Karnataka, India, India
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Quick answers generated from the profile data available on this page.
William Galbally works for J.P. Morgan.
William Galbally is listed as Private Wealth Manager 🔹 Wealth Management Advisor 🔹 High-Net-Worth/Ultra-High-Net-Worth Financial Planning at J.P. Morgan.
William Galbally is based in New York, New York, United States while working with J.P. Morgan.
William Galbally has worked for J.P. Morgan.
William Galbally's colleagues at J.P. Morgan include Rudraksh Jain, Frank Ebert, Mugdha Parale, Louise Yu, and Suman Sharma.
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William Galbally holds Bachelor Of Science - Bs, Finance (Concentration In Alternative Investments) from Fordham University.
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