Andrew Galler, CFA

Regional Business Consultant at John Hancock Investment Management
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Contact Information
us****@****om
(386) 825-5501
Location
Tempe, Arizona, United States, US
Skills

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Bio

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Credentials

  • CETF
    The ETF Institute®
    Nov, 2022
    - Nov, 2024
  • Accredited Wealth Management Advisor
    College for Financial Planning
    Mar, 2018
    - Nov, 2024
  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Jan, 2017
    - Nov, 2024

Experience

  • John Hancock Investment Management
    • United States
    • Investment Management
    • 300 - 400 Employee
    • Regional Business Consultant
      • Jan 2020 - Present

      Supporting independent broker/dealer advisor businesses across the Western US. Providing concierge level service to advisors intended to help them save time, increase revenue, and reduce risk. Proficient in building solutions on TAMPs and streamlining advisor portfolios to better serve their clients.

    • Internal Wholesaler
      • Jul 2018 - Jan 2020

  • Merrill Edge
    • Financial Services
    • 700 & Above Employee
    • Financial Solutions Advisor
      • Dec 2015 - Jul 2018

      Providing financial advice and guidance while deepening relationships with clients. This includes retirement planning and re-balancing clients portfolios when necessary using specific investment recommendations. Providing financial advice and guidance while deepening relationships with clients. This includes retirement planning and re-balancing clients portfolios when necessary using specific investment recommendations.

Education

  • Arizona State University
    Bachelor of Arts (B.A.), Business Law
    2011 - 2015

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