Holly Gallagher
ASSOCIATE, WEALTH MANAGEMENT
Holly is an Associate of Wealth Management at Choreo based in the Mishawaka, IN office. She plays a vital role in supporting both clients and advisors by coordinating meetings, assisting with billing, facilitating new account setups, and gathering essential client information. Her responsibilities also include monitoring transactions, tracking alerts, managing documentation, and overseeing key aspects of internal operations to ensure a smooth and efficient experience for all.
Before joining Choreo, Holly spent nearly a decade in banking with 1st Source Bank, where she worked directly with customers and supported internal operations. Her focus was on building strong relationships through thoughtful event planning, creating opportunities to serve members and support the local community.
Outside of work, Holly enjoys spending quality time with her friends and family. She is also passionate about animal welfare and actively fosters cats through her local Humane Society.
PROFESSIONAL AFFILIATIONS
- Board Member and Volunteer, Humane Society of St. Joseph County
EDUCATION
- B.A., Mass Communication, Indiana University South Bend
