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 2 mobile phone numbers on RocketReach.
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Top Advintro Employees
Kate Walsh
Partner
Baltimore, MD, US
Richard Rotondo
Partner and Strategic Advisor
Roswell, GA, US
Adam Stolz
President, Advintro Insurance
Chicago, IL, US
Randy Namin
Partner, Advintro
Southbury, CT, US
Matt Rossiter
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Wim van Lerberghe
Founder and CEO
Houston, TX, US
Justin Davis
Account Executive
Denver, CO, US
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