James Gallo

V P Financial Consultant @Charles Schwab

New York, NY, US

EMAILS

j••••••••@schwab.com

MOBILE NUMBERS

+19•••••••82

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WORK HISTORY

Mar 2013 — Present

V P Financial Consultant @Charles Schwab

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SKILLS

Equity ResearchSeries 63Strategic Financial PlanningElectronic TradingInvestment StrategiesWealth ManagementFinancial ModelingRisk ManagementEquity TradingAsset ManagementTrading SystemsOptionsFinraEquitiesFixed IncomeRetirement PlanningInvestment ManagementInvestment BankingHedge FundsEquity DerivativesPrime BrokerageWealth Management ServicesAsset AllocationDerivativesFinancial MarketsSeries 65EtfsTradingFinancial AnalysisBloomberg TerminalInvestmentsInvestment AdvisorySecurities RegulationValuationAlternative InvestmentsCapital MarketsMutual FundsBloombergFinanceSeries 7

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