2021 -2023 Senior Vice President, Head of Wealth Investment Services @
2009 -2021 Senior Vice President, Site Manager, Head of National Investor Center @
2007 -2009 First Vice President, Site Manager, Financial Life Services (myFi) @
1992 -2007 VP, AVP- Six Sigma, Annuity Suitability, and Financial Advisory Center @
1992 -2007 Other Positions @
Christopher Walsh Education
Villanova University
BSBA (Finance)
1986-1990
Abington High School 1982-1986
Wharton Executive Education
Advanced Sales Leadership, Perspectives on the New Millennium
Christopher Walsh Skills
Performance Reporting
Project Management
Sales Management
Process Improvement
Workforce Management
Series 7
Series 63
Strategic Financial Planning
Mutual Funds
Investments
Securities
Financial Advisory
Portfolio Management
Wealth Management
Asset Managment
Alternative Investments
Asset Management
Finance
Bonds
Strategy
Management
CRM
Leadership
Insurance
Financial Planning
Customer Relationship Management (CRM)
Trading
Business Process Improvement
Finra
Series 24
General Securities Principal
General Securities Sales Supervisor
Registered Investment Advisor
Christopher Walsh Summary
Christopher Walsh, based in San Antonio, TX, US, is currently a President, COO, Frost Brokerage and Investment Services at Frost. Christopher Walsh brings experience from previous roles at Frost, Citi and Smith Barney. Christopher Walsh holds a 1986 - 1990 BSBA in Finance @ Villanova University. With a robust skill set that includes Performance Reporting, Project Management, Sales Management, Process Improvement, Workforce Management and more. Christopher Walsh has 4 emails on RocketReach.
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