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William Galbally

2000 followers

New York, New York, United States

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Timeline
About me
Private Wealth Manager 🔹 Wealth Management Advisor 🔹 High-Net-Worth/Ultra-High-Net-Worth Financial Planning
Education
- Fordham University
  -
  Bachelor of Science - BS Finance (Concentration in Alternative Investments)
  Activities and Societies: Finance Society, Alternative Investments Club, Club Lacrosse
Experience
- J.P. Morgan
  Jun 2014 - now
  ◾️ 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. ◾️ 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. ◾️ 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. ◾️ Played key role on 10-person project team responsible for system build and nationwide implementation of proprietary wealth projection platform.
  - Vice President, Private Bank
    Jan 2019 - now
  - Banking Associate, Private Bank
    Jan 2018 - Jan 2019
  - Banking Analyst, Private Bank
    Jan 2016 - Jan 2018
  - Project Analyst, Digital Wealth Management
    Jun 2014 - Jan 2016
Licenses & Certifications
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- Bloomberg Certified
  Bloomberg
- Series 65
  FINRA
- Series 63
  Financial Industry Regulatory Authority (FINRA)

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