Will Gallegos
- Role
- VP, Head of Advisory Sales & Wealth Consulting at Kestra Financial
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Will Gallegos
As Head of Wealth Management Growth & Partnerships at Kestra Financial, I lead the…
Experience
VP, Head of Advisory Sales & Wealth Consulting
May 2022 — Present
I leverage my leadership experience and knowledge of the independent broker-dealer space to drive growth and adoption of our advisory platform and investment product shelf through my Advisory Sales & Wealth Consulting Team. I also work amongst some of the best leaders in the industry where we collectively leverage our experience and develop strategic initiatives that empowers our advisors to accomplish their goals through adoption of our products, platforms and services.
Skills
- Case Design
- Series 63
- Portfolio Management
- Asset Allocation
- Etf Research
- Alternative Investments
- Zephyr Style Advisor
- Mutual Fund Research
- Series 65
- Morningstar
- Factset
- Portfolio Optimization
- Model Building
- 3rd Party Strategist Research
- Series 7
- Morningstar Advisor Workstation
- Variable Annuities
- Model Portfolios
- Portfolio Strategy
- Series 6
- Equity Research
- Portfolio Design
- Mutual Funds
- Asset Management
- Advisory Investments
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