Matt Walsh Email & Phone Number
Partner and Private Wealth Advisor @ Continuum Wealth Partners
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Matt Walsh Location
- Florida, United States
Matt Walsh Work
- Partner and Private Wealth Advisor @ (October 2012 - Present)
- Advisor @ (January 2009 - Present)
- Financial Representative @ (January 2008 - December 2008)
- Financial Representative Intern @ (May 2007 - December 2007)
Matt Walsh Education
- Ball State University
Bachelor of Science (B.S.) (Finance)
- Yale School of Management
Investment Management Theory & Practice
Matt Walsh Skills
- 401(k) Retirement Savings Plans
- 401k
- Asset Allocation
- Asset Management
- Communication
- Finance
- Financial Analysis
- Financial Planning
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 7
- Strategic Financial Planning
- Strategic Thinking
- Wealth Management
- 401k Retirement Savings Plans
- Microsoft Office
- Microsoft Excel
- Research
- PowerPoint
- Public Speaking
- Digital Media
- Microsoft Word
- Creativity
- Paid Media
- Marketing
- Advertising
- Digital Strategy
- Search Engine Marketing
- YouTube
- Media Strategy
- Teamwork
- Social Media
- Improvisation
- Leadership
- Display Advertising
- Media Buying
- Programmatic Media Buying
- Analysis
- Social Networking
- English
- Windows
- Time Management
- Strategy
- Ad Tech
- Team Management
- Online Advertising
- Personalization
- Marketing Strategy
- Marketing Analytics
- Customer Acquisition
- Brand Marketing
- Direct Response Marketing
- Digital Audio
- E Commerce
- Digital Marketing
- Media Planning
- 401 Retirement Savings Plans
Matt Walsh Summary
- Matt Walsh, based in Florida, United States, is currently a Partner and Private Wealth Advisor at Continuum Wealth Partners. Matt Walsh brings experience from previous roles at Northwestern Mutual Wealth Management Company. Matt Walsh holds a Bachelor of Science (B.S.) in Finance @ Ball State University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Asset Allocation, Asset Management, Communication and more. Matt Walsh has 3 emails and 2 mobile phone numbers on RocketReach.
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