Meet the Team - Trish Gallagher

Trish began her finance career at Fidelity Investments, where she spent three years and obtained her Series 63 and 7 certifications. Starting in customer service, she quickly transitioned to the fraud department, driven by a passion for assisting others and staying updated on the dynamic regulations within the finance industry.

Role at True West

Eager to explore new opportunities, Trish found her way to True West, where she serves as an Associate. In this role, she is immersed in the world of compliance, contributing to both compliance and operational support. Her hands-on experience in fraud prevention and customer service provides a unique perspective, enhancing her ability to support clients effectively.

Commitment to Growth

Trish is excited to be part of the True West team and looks forward to the growth and success of the firm. She is dedicated to expanding her knowledge and skills in compliance, ensuring that she can provide the best possible support to our clients. Her enthusiasm and commitment to excellence make her an invaluable team member.

Why True West?

Trish chose True West because of our commitment to personalized service and client success. She values the opportunity to work in a collaborative environment where she can make a meaningful impact. At True West, Trish's goal is to help clients navigate the complexities of compliance with confidence and ease.

Looking Forward

Trish is excited about the future at True West and is eager to contribute to the firm's continued success. She looks forward to working with clients to build strong, compliant operations and supporting them in achieving their business goals.

Stay tuned for our next "Meet the Team" feature, where we'll introduce Tammy Steffen, another experienced member of the True West team!