James Gallagher
Westfield,NJ
Overview
24
24
years of professional experience
Work History
Global Head of Equity Trading
Bank of Montreal
08.2013 - 05.2024
- Managed Global Equity Trading Franchise and oversaw a $1.1Bn Revenue division
- Oversaw all equity-linked risk for Global Cash Trading, Derivatives, Convertibles, Electronic Trading and ETFs.
- Ranked #1 in Greenwich survey and Mcglagen (Energy sector)
- Ranked #1 across Top 50 Wallets for Institutional clients (Energy) and Ranked #7 for Top 50 wallets across all US sectors.
- Worked daily with Global head counterparts across Research, Investment banking, ECM, as well as FX, Credit, and Rates businesses to best coordinate outcomes, grow client opportunities and manage top down risk.
- Series 63, 57, 55, 7, 4, 24, SIE, CSI Partners/Senior Officers Licensed
Co-Head US Equity Cash Trading
Barclays Capital
09.2008 - 08.2013
- Oversaw Client Franchise for North American Equity Cash Business ($420mm)
- Managed risk across the US Cash/Derivatives trading books with a daily VAR north of $5.5mm
- Was #1 Institutional Client Research vote getter across all of Barclays Global Equity trading desks
- Generated #1 market share/ranks for US Energy and Utilities Sector trading. (Mglagen and Greenwich)
- Had positive P&L/Loss ratio all 6 years 2008-2013
- Oversaw on-campus and in-office recruiting and hiring for both Undergraduate and Graduate programs.
Energy and Utilities Sector Trading
Lehman Brothers
08.2000 - 09.2008
- Youngest Managing Director ever in Lehman Brothers Equity Division
- Grew Energy/Utes sector franchise from $27.5mm to just shy of $73mm in 2 years (2003-2005). Ranked #1 in energy market share 6 out of 7 years in a row
- Garnered #1 market share/trading ranks from key clients (Fidelity, T.Rowe, JPM Asset, Wellington, MassFi, Citadel, SAC, Millenium etc)
Education
Bachelor of Arts - Finance
Georgetown University
Washington, DC05.2000
High School Diploma -
Bergen Catholic High School
Oradell, NJ05.1996
Timeline
Global Head of Equity Trading
Bank of Montreal
08.2013 - 05.2024
Co-Head US Equity Cash Trading
Barclays Capital
09.2008 - 08.2013
Energy and Utilities Sector Trading
Lehman Brothers
08.2000 - 09.2008
Bachelor of Arts - Finance
Georgetown University
High School Diploma -
Bergen Catholic High School