2016 -2021 Senior Relationship Manager and Vice President @
2013 -2016 Relationship Manager and Assistant Vice President @
2007 -2013 Assistant Vice President, Group Manager for Retirement Plan Services @
2005 -2006 Assistant Vice President, Group Manager, Retail Sales @
2004 -2005 Client Administration Manager, Retirement Plan Services @
2003 -2004 Client Operations Manager, Retirement Plan Services @
1999 -2003 Senior Retirement Plan Coordinator, Retirement Plan Services @
Barbara Walsh Education
Regis University
MS (Organizational Leadership and Management)
2008-2010
Baylor University
BA (Sociology)
1992-1995
Barbara Walsh Skills
Series 7
Series 24
401k
Retirement
Employee Relations
ERISA
IRAs
FINRA
Defined Benefit
Financial Services
Risk Management
Qualified Retirement Plans
Operational Risk Management
Relationship Management
Business Requirements
Succession Planning
Defined Contribution
Requirements Gathering
Team Building
Retail
Strategic Planning
Microsoft Office
Project Planning
Barbara Walsh Summary
Barbara Walsh, based in Colorado Springs, CO, US, is currently a Institutional Executive Relationship Manager at Nationwide Financial. Barbara Walsh brings experience from previous roles at T. Rowe Price. Barbara Walsh holds a 2008 - 2010 MS in Organizational Leadership and Management @ Regis University. With a robust skill set that includes Series 7, Series 24, 401k, Retirement, Employee Relations and more. Barbara Walsh has 2 emails and 1 mobile phone numbers on RocketReach.
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