Sara Gallucci
Senior Associate Relationship Manager at Geller Advisors LLC- Claim this Profile
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Bio
Alexandra Polito, MBA
I managed Sara for several years, and was able to see her grow and learn many things along the way. Sara became a supervisor, and was always willing to do whatever the team needed. Whether that was be tough on her peers as their boss or be a cheerleader to everyone's hard work. She was always willing to step up, and when she did, she always gave it 150% effort. She is a truly remarkable person to work with. She always pushes herself as well as those around her to work harder and do the best they possibly can. I would say Sara's top qualities are her amazing work ethic, creativity, positivity, and thirst for knowledge. Anyone would be lucky to have the opportunity to have her as a member of their team.
Alexandra Polito, MBA
I managed Sara for several years, and was able to see her grow and learn many things along the way. Sara became a supervisor, and was always willing to do whatever the team needed. Whether that was be tough on her peers as their boss or be a cheerleader to everyone's hard work. She was always willing to step up, and when she did, she always gave it 150% effort. She is a truly remarkable person to work with. She always pushes herself as well as those around her to work harder and do the best they possibly can. I would say Sara's top qualities are her amazing work ethic, creativity, positivity, and thirst for knowledge. Anyone would be lucky to have the opportunity to have her as a member of their team.
Alexandra Polito, MBA
I managed Sara for several years, and was able to see her grow and learn many things along the way. Sara became a supervisor, and was always willing to do whatever the team needed. Whether that was be tough on her peers as their boss or be a cheerleader to everyone's hard work. She was always willing to step up, and when she did, she always gave it 150% effort. She is a truly remarkable person to work with. She always pushes herself as well as those around her to work harder and do the best they possibly can. I would say Sara's top qualities are her amazing work ethic, creativity, positivity, and thirst for knowledge. Anyone would be lucky to have the opportunity to have her as a member of their team.
Alexandra Polito, MBA
I managed Sara for several years, and was able to see her grow and learn many things along the way. Sara became a supervisor, and was always willing to do whatever the team needed. Whether that was be tough on her peers as their boss or be a cheerleader to everyone's hard work. She was always willing to step up, and when she did, she always gave it 150% effort. She is a truly remarkable person to work with. She always pushes herself as well as those around her to work harder and do the best they possibly can. I would say Sara's top qualities are her amazing work ethic, creativity, positivity, and thirst for knowledge. Anyone would be lucky to have the opportunity to have her as a member of their team.
Credentials
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Series 65
NASAADec, 2021- Nov, 2024 -
Certified Exit Planning Advisor (CEPA)
Exit Planning InstituteAug, 2021- Nov, 2024 -
Series 3
National Futures AssociationNov, 2019- Nov, 2024
Experience
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Geller Advisors LLC
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United States
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Financial Services
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1 - 100 Employee
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Senior Associate Relationship Manager
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Oct 2020 - Present
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Client Portfolio Associate
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Apr 2019 - Oct 2020
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BNY Mellon Wealth Management
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United States
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Financial Services
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700 & Above Employee
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Portfolio Analyst
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Feb 2017 - Mar 2019
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Junior Portfolio Analyst
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Sep 2015 - Feb 2017
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Supervisor
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Sep 2011 - May 2015
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Premier Asset Finance Group
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New Milford, CT
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Finance Intern
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May 2013 - Aug 2014
Analyst specializing in the Healthcare Industry; Database management Analyst specializing in the Healthcare Industry; Database management
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Education
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2011 - 2015
Bentley University
Bachelor of Science, Finance, Minor-Law
Community
