Heidi Walsh Email & Phone Number
Managing Director, Asset and Wealth Management @ Goldman Sachs
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Heidi Walsh Location
- Washington, DC, US
Heidi Walsh Work
- Managing Director, Asset and Wealth Management @ (April 2024 - Present)
- Principal @ Atelier Consulting, LLC (September 2023 - June 2024)
- Senior Executive, Senior Sales Director, T. Rowe Price Global Institutional Group @ (May 2017 - July 2023)
- Executive Director, Defined Contribution Investment Solutions @ (May 2014 - May 2017)
- Head of Consultant and Advisor Relations @ (May 2012 - May 2014)
- Head of Platform Distribution @ (April 2010 - May 2012)
- Director, Head of Consultant and Advisor Relations @ (March 2008 - May 2010)
Heidi Walsh Education
- University of Maryland - Robert H. Smith School of Business
Master of Business Administration - MBA (Business/Managerial Economics)
- Hood College
Bachlors Degree (Economics and Marketing)
Heidi Walsh Skills
- Asset Management
- Business Development
- Business Relationship Management
- Business Strategy
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Equities
- Financial Advisory
- Financial Analysis
- Financial Services
- Institutional Sales
- Interpersonal Skills
- Investment Advisory
- Investment Management
- Investment Sales
- Investment Strategies
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Project Management
- Retirement
- Retirement Planning
- Series 63
- Solution Selling
- Strategic Partnerships
- Strategy
- Team Leadership
- Teamwork
- Wealth Management
Heidi Walsh Summary
- Heidi Walsh, based in Washington, DC, US, is currently a Managing Director, Asset and Wealth Management at Goldman Sachs. Heidi Walsh brings experience from previous roles at Atelier Consulting, LLC, T. Rowe Price and J.P. Morgan Asset Management. Heidi Walsh holds a Master of Business Administration - MBA in Business/Managerial Economics @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Asset Management, Business Development, Business Relationship Management, Business Strategy, Client Relations and more. Heidi Walsh has 2 emails and 3 mobile phone numbers on RocketReach.
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