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Gerrie Gallegos

Care Center Representative at Curian Capital

Gerrie Gallegos is a seasoned professional with over 29 years of experience in the financial services industry, specializing in customer service and retention. Currently serving as a Care Center Representative at Curian Capital since April 2011, Gerrie has previously held roles such as Senior Client Services Representative at Lincoln Trust Company and Relationship Manager II at Fiserv ISS. Throughout the career, Gerrie has demonstrated a strong ability to resolve complex issues and facilitate document processing, supporting clients with real estate and corporate debt purchases. Gerrie's background also includes various positions as a Registered Associate across multiple financial firms. Education includes attendance at Cathedral High School and The Art Institutes.

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Curian Capital

Curian Capital is committed to helping financial professionals provide their clients with the best investment advice, managed account solutions and service possible. This commitment is rooted in our belief that working with an excellent advisor maximizes an investor’s opportunity to reach his or her financial goals. We strive to empower financial professionals with the tools to achieve excellence so they can help investors achieve success. Leader. With over $10 billion in assets under management as of December 30, 2014, Curian is a leading asset management company offering personalized, fee-based managed accounts to investors. Innovator. Through a state-of-the-art technology platform, Curian provides access to the resources of exclusive institutional money managers whose knowledge and expertise typically are available only to wealthy individuals and institutions. Partner. We partner with financial professionals to provide a fully diversified, institutional-quality managed account based on an investor’s needs and preferences. Visit Curian.com for more information.


Headquarters

United States

Employees

201-500

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