Edward Walters Email & Phone Number
President @ World Investment Advisors (formerly Pensionmark)
5 free lookup(s).
No credit card required.
Edward Walters Location
- Philadelphia, PA, US
Edward Walters Work
- 2025 -now President @
- 2024 -2025 Chief Operating Officer and Head of Wealth Management OsaicFA and FS @ Osaic
- 2022 -2024 Chief Operating Officer and Head of Wealth Management, LFN Executive Leadership Team @
- 2019 -2022 Senior Vice President @
- 2015 -2019 Investment Vehicle Product Leader and Head of Managed Accounts @
- 2007 -2015 Senior Vice President, Head of Research, Product and Retirement Service @
- 2005 -2007 Vice President, Head of Wealth Management @ Ferris Baker Watts, Inc.
- 2002 -2005 Director of Product Development @
- 1997 -2002 AVP, Director of Trading and Adminsitration @
Edward Walters Education
- Saint Joseph's University
Master of Business Administration - MBA (Management)
- Morgan State University
Bachelor of Arts - BA (Economics)
Edward Walters Skills
- Sales
- Expense Management
- Presentations
- Strategic Initiatives
- Budget Process
- Board of Directors
- Strategic Vision
- Organizational Leadership
- Business Leadership
- Management
- Cross-functional Team Leadership
- Strategy
- Sales & Marketing Leadership
- P&L Management
- Rapid Revenue Growth
- Product Innovation
- Public Speaking
- Executive Financial Management
- Diversity, Equity, and Inclusion (DEI) Initiative Implementation
- Community Leadership
- Asset Managment
- Investment Advisory
- Institutional Consulting
- Alternative Investments
- Separately Managed Accounts
- ETFs
- Management Consulting
- Strategic Planning
- Change Management
- Operations Management
- Product Management
- Product Development
- Product Marketing
- Investments
- Portfolio Management
- Series 7
- Mutual Funds
- Strategic Financial Planning
- Wealth Management
- Asset Allocation
- Financial Advisory
- Retirement Planning
- Relationship Management
- Equities
- Securities
- Fixed Income
- Finance
- Financial Services
- Leadership
- Series 63
- Asset Management
- Executive Management
- Investment Strategies
- Investment Management
- Series 65
- FINRA
- Trading
- 401k
- Morningstar
- Morningstar Direct
- Retirement
- Series 24
- Uniform Combined State Law
- Financial Planning
- Retirement Services
- Investment Research
- 401k Retirement Savings Plans
- See 29+see Less
- Uniform Combined State
- Strategic Financial
- Separately Managed
- 401 Retirement Savings Plans
Edward Walters Summary
- Edward Walters, based in Philadelphia, PA, US, is currently a President at World Investment Advisors (formerly Pensionmark). Edward Walters brings experience from previous roles at Osaic, Lincoln Financial Group and T. Rowe Price. Edward Walters holds a Master of Business Administration - MBA in Management @ Saint Joseph's University. With a robust skill set that includes Sales, Expense Management, Presentations, Strategic Initiatives, Budget Process and more. Edward Walters has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Edward Walters?
Find contact details for 700 million professionals.
Others Named Edward Walters
Edward Walters
Chief of Maintenance and Operations
Angels Camp, CA, US
Edward Walters
Maintenance Supervisor
Kirkland, WA, US
Top World Investment Advisors (formerly Pensionmark) Employees
Sean O'Flaherty
Managing Director
Eagle, ID, US
Thomas Ming
Managing Partner
Bakersfield, CA, US
Robert Gibson
Managing Director
Philadelphia, PA, US
Troy Hammond
Executive Advisor to the President
Santa Barbara, CA, US
Mark Scalera
Managing Director
Long Hill, NJ, US
Robert Scherzer
Managing Director- N.Y. Metro
New York, NY, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co