Courtney Gallagher brings a decade of experience in the financial services industry, spanning banking, credit unions, investments, and the mortgage sector. As a Program Consultant at Citadel Wealth Management, she specializes in process improvement and operational efficiency, helping teams optimize performance and deliver exceptional client experiences.
Her career includes leading large-scale CRM implementations for sales organizations and managing complex operational projects within financial institution back offices. Courtney’s strategic mindset and collaborative approach make her a key contributor to Citadel’s ongoing innovation and service excellence.
She is currently pursuing her Master of Business Administration at West Chester University and enjoys traveling the country to attend live concerts.