Renee Gallagher

Director of Client Relations, Concord Advisory Group

Role: Director of Client Relations at The Concord Advisory Group, Ltd
Location: Austin, TX, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Renee Gallagher

I never thought I would be saying the words \"I have been in the finance industry for over…

Experience

Director of Client Relations
The Concord Advisory Group, Ltd
Present

Education

The University of Texas at Austin
Bachelor of Science (B.S.)

Skills

Series 6
Relationship Management
Securities
Investment Advisory
Defined Contribution
Investment Strategies
Alternative Investments
Wealth Management Services
Common Trust Funds
Wealth Management
Non-Profit Board Development
Collective Investment Trusts
Captive Insurance
Certified Investment Management Analyst
Reinsurance
Asset Management
Asset Allocation
Mutual Funds
Series 65
High Net Worth Individuals
Institutional Sales
Financial Analysis
Investment Management
Private Banking
Defined Benefit
Investments
Series 63
Portfolio Management
Financial Services
Erisa

Contact information

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Work email
•••••@concordadvisory.com
Personal email
•••••@•••••.com
Direct dial
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Current company

The Concord Advisory Group, Ltd

Financial Services · 30 employees · Founded 1988 · Princeton, New Jersey, United States

The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $46 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organization’s internal staff, investment committee and board members to become more efficient. Our consultants help clients navigate the complexities of today’s investment markets. Superior knowledge and experience allows our staff to engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution. Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.

concordadvisory.com

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About Renee Gallagher

Experience

Director of Client Relations

Education

The University of Texas at Austin

Skills

Find verified contacts for anyone on LinkedIn