Wendy Gallagher is a Certified Exchange Specialist® with over 25 years of industry experience. For the past ten years, Wendy managed a national processing office for a major institutional qualified intermediary. Wendy also spent many years in the escrow field, holding both Branch Management and Escrow Officer positions for a couple of prominent title companies. Wendy’s extensive background enables her to guide clients through complex exchange transactions. Wendy takes great satisfaction in providing excellent customer service and knowing that her clients have completed a successful exchange transaction.

Erica O’Leary possesses a broad background in the Real Estate Industry, including over 10 years experience in 1031 exchange accommodation. Erica has helped her many clients save thousands of tax dollars over the years and derives great pleasure in delivering uniquely tailored expertise with each exchange transaction in the process.

Both Wendy and Erica have expertise in structuring build to suit and reverse 1031 exchanges as well a delayed exchanges. They are happy to take the time to explain the various types of exchange transactions to their potential clients and help ascertain which type of exchange would be most appropriate.

We at Bankers Exchange Services look forward to providing you with the exceptional service you deserve.

Locations and Markets Served

Bankers Exchange Services has offices in Walnut Creek and Oakland and serves the Greater Bay Area and in particular, the East Bay region and will gladly facilitate your real estate 1031 exchange transaction anywhere in the United State or US Territories. Bankers Exchange Services also offers specialized expertise in the following communities: