James Gallagher
- Role
- President & CEO Waterstone Financial Llc at Waterstone Financial Serivces
- Location
- Fort Myers, FL, US
- LinkedIn followers
- 500 followers
About James Gallagher
Since founding Waterstone Financial in 2010, I’ve been on a mission to help change the…
Experience
President & CEO Waterstone Financial Llc
Jan 2011 — Present
A team of specialists who will design and build your retirement using the SIPs Retirement Planning System. Engineered with confidence to maximize income, optimize taxes and assure effective wealth transfer. Income Planning, Tax Planning, Estate Planning Investment Management, Life Insurance Products, Tax Preparation, Trusts and Wills
Education
Western University
Engineer's Degree, Mechanical Engineering, minor in Business
1982 — 1985
University of Illinois Urbana-Champaign
Executive MBA course, Business Administration and Management, General
1997 — 1997
Skills
- Project Planning
- Wealth
- Fixed Income Strategies
- Programming
- Estate Planning
- Retirement
- Ethics
- Process Improvement
- Business Ethics
- Business Strategy
- Strategic Planning
- Financial Advisory
- Income
- Program Development
- Financial Planners
- New Business Development
- Automotive
- Professional Ethics
- Process Engineering
- Lean Manufacturing
- Business Development
- Leadership
- Retirement Income Strategies
- Retirement Planning
- Financial Planning
- Financial Analysis
- Business Planning
- Finance
- Six Sigma
- Operations Management
- Program Management
- Great Personality
- Management
- Cross-Functional Team Leadership
- Engineering
- Team Building
- Fixed Annuities
- Income Protection
- Financial Goals
- Manufacturing Operations Management
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