Casey Walsh Email & Phone Number
Financial Advisor, Investia Financial Inc. @ IA groupe financier
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Casey Walsh Location
- Halifax Regional Municipality, NS, CA
Casey Walsh Work
- Financial Advisor, Investia Financial Inc. @ (May 2014 - Present)
- Wealth Sales Director @ (March 2013 - April 2014)
- Vice President, Business Development @ (February 2011 - March 2013)
- Vice President @ (September 2006 - February 2011)
Casey Walsh Education
- Saint Mary's University
Master of Business Administration (MBA)
1999-2001 - Saint Mary's University
Bachelor of Commerce (B.Com.)
1992-1997
Casey Walsh Skills
- Customer Service
- Sales Process
- Investment Strategies
- Equities
- Wealth
- Alternative Investments
- Strategic Financial Planning
- Portfolio Management
- Investment Management
- Business Development
- Financial Services
- Mutual Funds
- Corporate Finance
- Relationship Management
- Asset Allocation
- Disability Insurance
- Banking
- Financial Planning
- SQL
- Asset Management
- Investments
- Sales
- Financial Advisory
- Finance
- Securities
- Wealth Management
- Insurance
- Asset Managment
- Retirement Planning
- Financial Analysis
- Fixed Income
- Bloomberg
- Retirement
- Investment Advisory
- Credit Analysis
Casey Walsh Summary
- Casey Walsh, based in Halifax Regional Municipality, NS, CA, is currently a Financial Advisor, Investia Financial Inc. at iA Financial Group (Industrial Alliance). Casey Walsh brings experience from previous roles at Sun Life Global Investments, Dynamic Funds and CI Investments Inc. – Canada’s Investment Company. Casey Walsh holds a 1999 - 2001 Master of Business Administration (MBA) @ Saint Mary's University. With a robust skill set that includes Customer Service, Sales Process, Investment Strategies, Equities, Wealth and more. Casey Walsh has 1 emails and 1 mobile phone numbers on RocketReach.
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