Michael Walsh Email & Phone Number
Wealth Manager @ Evensky & Katz / Foldes Wealth Management
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Michael Walsh Location
- Miami, FL, US
Michael Walsh Work
- Wealth Manager @ (February 2020 - Present)
- Senior Financial Advisor @ (May 2014 - February 2020)
- Graduate Assistant @ (August 2013 - May 2015)
- Financial Analyst @ (June 2010 - August 2013)
Michael Walsh Education
- Texas Tech University
Masters (Personal Financial Planning)
2013-2015 - William Paterson University
Bachelor of Science (BS) (Professional Sales and Financial Planning)
2008-2012
Michael Walsh Skills
- Estate Planning
- PowerPoint
- Public Speaking
- Retirement Planning
- Sales
- Business Development
- Investments
- Business Analysis
- Finance
- Morningstar
- Strategic Financial Planning
- Microsoft Word
- Marketing
- New Business Development
- Nonprofits
- Social Networking
- Microsoft Excel
- Training
- Management
- Research
- Marketing Strategy
Michael Walsh Summary
- Michael Walsh, based in Miami, FL, US, is currently a Wealth Manager at Evensky & Katz / Foldes Wealth Management. Michael Walsh brings experience from previous roles at Evensky & Katz / Foldes Financial Wealth Management, Texas Tech University and Summit Financial Resources, Inc.. Michael Walsh holds a 2013 - 2015 Masters in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Estate Planning, PowerPoint, Public Speaking, Retirement Planning, Sales and more. Michael Walsh has 3 emails and 3 mobile phone numbers on RocketReach.
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