Kate Walsh Email & Phone Number
Partner @ Advintro
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Kate Walsh Location
- Baltimore, MD, US
Kate Walsh Work
- Partner @ (April 2026 - Present)
- Regional Sales Director @ (January 2025 - March 2026)
- RIA Wealth Consultant, DWS Global Client Group @ (November 2020 - January 2024)
- Sales Director @ (September 2014 - November 2020)
- Internal Client Advisor @ (June 2013 - September 2014)
- Financial Consultant: Assistant Agency Manager @ (March 2008 - January 2013)
- Client Relationship Associate @ (August 2007 - March 2008)
Kate Walsh Education
- La Salle University 2003-2007
Kate Walsh Skills
- Series 7
- Corporate Communications
- Asset Allocation
- Securities
- Investments
- Mutual Funds
- Finance
- Portfolio Management
- Retirement
- Retirement Planning
- Financial Services
- Management
- CRM
- Wealth Management
- Fixed Annuities
- Series 63
- Alternative Investments
- Culinary Skills
- Series 6
- ETFs
- Sales
- Research
- Microsoft Word
- Financial Analysis
Kate Walsh Summary
- Kate Walsh, based in Baltimore, MD, US, is currently a Partner at Advintro. Kate Walsh brings experience from previous roles at CORBYN INVESTMENT MANAGEMENT, INC., DWS Group, Legg Mason (Acquired by Franklin Templeton) and J.P. Morgan. Kate Walsh holds a 2003 - 2007 La Salle University. With a robust skill set that includes Series 7, Corporate Communications, Asset Allocation, Securities, Investments and more. Kate Walsh has 2 emails and 4 mobile phone numbers on RocketReach.
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