Rory Gallagher is a skilled expert, working in Merrill Lynch main office of which is in 4. on the position of Vice President Manager of Client Service Associates since 2018. Rory Gallagher gained professional experience in more than nine positions at various companies. Rory Gallagher went to the Northwestern University and received education there from 2006 to 2008. This expert has these professional qualifications: Chartered Financial Analyst and Cfa Institute. Wilmette, Illinois is the city, where this person was lastly known to live. Their email address and phone number can be accessed through Connexy on demand.
Name variants:
Rory Gallagher
Contact Information
Workplace
Vice President Manager of Client Service Associates
New York, NY
Industry
Financial Services, Business Services, Security Broker/Dealer
Colleagues
Work History
2Nd Vice President Client Service Process Manager of Investments
50 south La Salle St, Chicago, IL 60603
Responsible for increasing efficiency of service and support by enhancements to process for all client service staff at Northern Trust Asset Management.
Oversee and serve as in house e...
Apr 2016 — Aug 2018
2Nd Vice President Process Manager of Associate Relationship Managers of Investments
50 south La Salle St, Chicago, IL 60603
Responsible for managing processes for 18 associate relationship managers and 3 senior relationship managers servicing 1K+ client accounts spanning all institutional, global family office ...
Nov 2010 — Apr 2016
Senior Consultant, Investment Services, Officer
50 south La Salle St, Chicago, IL 60603
Analyzed fund cash flow patterns, managed investment fund flows of cash transactions over $1B biweekly. Functioned as key liaison with portfolio managers, product, and client servicing t...
Sep 2009 — Nov 2010
Senior Derivatives Outsourcing Analyst
50 south La Salle St, Chicago, IL 60603
Supported Options and Futures processing, OTC processing, and collateral movements associated with derivative trading by reconciling all variation margin, resolving discrepancies daily mat...
Feb 2008 — Sep 2009
Cross Border Structured Finance Associate
Supported senior transactors in marketing and executing transactions by assisting with the preparation of pitch books, drafting term sheets, preparation of credit proposals, credit reviews ...
Jul 2006 — Feb 2008
Derivatives Analyst
Progressively modeled client financial information concerning cash flows and in-depth monthly reports to improve deal information accessibility
Monitored information flows of various trans...
May 2003 — Jul 2006
Investment Specialist
Fielded complex account queries from retail and institutional clients concerning trades and holdings.
Formulated and implemented FAQ which increased efficiency and of frontline special...
Feb 2003 — Sep 2003
Financial Advisor
Developed investment strategies for clients on establishing long-term goals and managing their portfolios
Developed and delivered presentations to advisers on how to implement client inves...
Jun 2001 — Aug 2002
Education
2006 — 2008
1997 — 2001
1993 — 1997
Occupations
Executive
Vice President
Manager
Engineer
Process Engineer
Managers
Supporting Member
Chief Executive
Operations Manager
Industrial Engineer
Team Member
Skills
Investments
Asset Management
Derivatives
Securities
Fixed Income
Equities
Mutual Funds
Capital Markets
Trading
Analysis
Bonds
French
Italian
Client Service
Investment Advisory
Customer Relations
Excel
FAQs about Rory Gallagher
What is the main profession of Rory Gallagher?
Rory Gallagher is a Vice President Manager of Client Service.
What jobs is Rory Gallagher a professional at?
Rory is a professional such jobs as Executive and Vice President.
Where does Rory Gallagher live?
Wilmette, Illinois is the place where Rory Gallagher currently lives
Does the professional have the email address?
rg**@yahoo.com is The professional's email address.
Where did Rory Gallagher work?
This expert worked at Merrill Lynch, Northern Trust Asset Management.
Where has Rory Gallagher studied?
Rory studied at the Northwestern University from 2006 to 2008.
What are the certifications of Rory Gallagher?
The professional received the following certifications: Chartered Financial Analyst and Cfa Institute.
What languages does Rory Gallagher speak?
Rory Gallagher speaks French, Italian, and Russian.