B.S.-Marketing at Bloomsburg University of Pennsylvania
MBA-Finance at Rutgers Business School
Registrations and Licenses:
FINRA Series 7 & 66
Terence Edward Gallagher joined Allied Wealth Partners in 2016 with more than 20 years of financial industry experience working in sales, trading, and product development.
As a previous director and product manager at S&P Dow Jones Indices for the target date, sustainability, hedge fund, and venture capital indexes. Terence successfully managed an index business with more than $20 billion in financial products licensed to it. From this position, Terence was able to establish relationships with strategic partners, develop new customer relationships, and launch new product initiatives. His exceptional skills as a leader combined with his broad financial services background give Terence a distinct advantage in helping clients achieve their financial goals.
Terence provides a comprehensive, client focused approached service which involves utilizing teams to bring a broad base financial strategies to his clients. His goal is to help clients achieve their financial goal via investment performance through cost effective portfolio construction, asset allocation, and other financial strategies.
In addition to a FINRA Series 7, 66, Terence is currently licensed to offer life, health, and variable insurance products.
Terence is a proud alumnus of both Bloomsburg University where he received his BS in Marketing and Rutgers Business School where he received his MBA in Finance. Terence enjoys being active with skiing, golfing, and cycling. Terence coaches little league and actively volunteers at his children’s school. He resides in Jersey City, NJ with his wife and 2 children.
Terence is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.