Kate Walsh Email & Phone Number
Partner @ Advintro
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Kate Walsh Location
- Baltimore, MD, US
Kate Walsh Work
- 2026 -now Partner @
- 2025 -2026 Regional Sales Director @
- 2020 -2024 RIA Wealth Consultant, DWS Global Client Group @
- 2014 -2020 Sales Director @
- 2013 -2014 Internal Client Advisor @
- 2008 -2013 Financial Consultant: Assistant Agency Manager @
- 2007 -2008 Client Relationship Associate @
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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Top Advintro Employees
Kate Walsh
Partner
Baltimore, MD, US
Adam Stolz
President, Advintro Insurance
Chicago, IL, US
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