Anthony A. Gallo
sme in wealth management alternative investment and small business expert soc 1&2 reviews and forensic accounting @ Beacon Accounting Services
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Anthony Gallo is a Senior Financial Professional and SME with over 30 years of experience in Fund Accounting, Operations, and Wealth Management. He has a strong track record of providing solutions to Mutual Funds, Hedge Funds, Private Equity Funds, and Fund of Funds. Anthony is a talented Wealth Manager with expertise in portfolio accounting, investment and performance reporting, system workflows, key controls, fund administration, and regulatory compliance. He has extensive knowledge of product accounting and operations for par/near par and distressed bank debt, revolvers, equity, options, futures, corporate bonds, CDO, CLO, MBS, Repos, ABS, CDS, TRS on loans, swaptions, and swaptions.
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Emails and Phone Numbers

@gmail.com
@beaconfinl.com
@optonline.net
+1 732991****
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About

Senior Financial Professional and SME in Fund Accounting, Operations and Wealth Management. An accomplished Senior Manager to the Hedge Fund, Fund of Funds, Private Equity Funds. As a financial professional and operations professional with over 30 years of experience in providing and delivering solutions to Mutual Funds, Hedge Funds, Private Equity Funds and Fund of Funds. A talented Wealth Manager with exceptional understanding of financial planning and demonstrated track record developing profitable relationships with high-net worth individuals. Deep subject matter expertise in portfolio accounting, large-scale reconciliations, investment and performance reporting, system workflows, key controls, fund administration and regulatory compliance. Detailed knowledge of product accounting and operations for par/near par and distressed bank debt, revolvers, equity (stock split, spinoff, acquisitions), options, futures, corporate bonds, CDO, CLO, MBS, Repos, ABS, CDS, TRS on loans, swaptions. Strong track record of building, leading and motivating teams.

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Work Experience

1413 Macfarland St, Leander, Texas, 78641, US

Accounting

2
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Anthony A. Gallo's Professional Milestones

  • Senior Managing Partner (2019-01-01~): Successfully implemented strategic initiatives that significantly increased business growth and profitability.
  • Managing Director Fund Administration And Investor Relations (2010-04-01~2018-08-01): Negotiated strategic investment decisions that enhanced governance and improved investment portfolio management.
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Education

Pace University
Pace University

Taxation

1977-1981