
Dan Gallagher, MBA, ASRI
Vice President Operations

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About me
Director, Retirement Plan Operations
Education

Shippensburg University of Pennsylvania
1985 - 1989Bachelor's degree Business Administration and Management, General
The University of Arizona Global Campus
2018 - 2020Master of Business Administration - MBA Business Administration and Management, General
Experience

Merrill Lynch
May 1995 - May 2000Vice President OperationsGroup Benefit Services, Operations

BISYS Retirement Svc Inc
May 2000 - Sept 2006Manager Technical ServicesOperations

TIAA
Sept 2006 - nowExecutive Benefits Solutions Centralized Quality Control Retirement Benefits, Lifetime income contracts
Director Executive Benefits Solutions
Jan 2023 - nowSenior Manager, Executive Compensation Operations
Mar 2020 - nowSr Manager, Participant Values Group
Jul 2018 - Mar 2020Senior Manager Quality Control
Apr 2010 - Jul 2018Manager, Retirement Benefits
Sept 2006 - Apr 2010
Licenses & Certifications

Green Belt Certification (GB)
TIAA
Series 24
FINRAJan 2022
Associate, Secure Retirement Institute (ASRI)
LOMA
Series 7
FINRAAug 2021
Series 6
FINRAApr 2007
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