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Nancy Gallion

Senior Manager at Charles Schwab

Nancy Gallion is a seasoned senior leader with over 15 years of managerial experience in the financial services sector, focusing on enhancing operational efficiency, productivity, and cost reduction to drive organizational success.

During her tenure as a Senior Manager at TD Ameritrade, she led a high-performing team to double sales goals by fostering closer relationships with the sales team, implementing efficiencies, and understanding all aspects of the transition process.

She is adept at implementing Lean methodologies to streamline processes, enhance outcomes, and reduce expenses, showcasing her commitment to continuous improvement and operational excellence.

Nancy is known for her ability to build strong relationships with both staff and clients, actively listening to understand their needs and deliver tailored solutions, fostering loyalty and cooperation within her teams to achieve enduring connections in dynamic business environments.

With valuable expertise in financial services, supported by FINRA Series 7, 24, and 63 Licenses and a Bachelor's degree from Illinois State University, Nancy possesses a strong foundation in project management, problem-solving, client acquisition, and fostering high-performance teams.

Throughout her career, Nancy has been instrumental in driving organizational changes and process enhancements that align with business objectives, drive profitability, and boost employee morale, establishing herself as a respected leader in the industry.

Nancy's core competencies encompass financial services, operations, leadership, customer service, project management, problem-solving, client acquisition, high-performance teams, relationship building, process improvements, revenue enhancement, Lean methods, and efficiency implementation, highlighting her diverse skill set and strategic mindset.

Nancy Gallion
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Location

Dallas-Fort Worth Metroplex