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Michael Walsh Location
Miami, FL, US
Michael Walsh Work
2020 -now Wealth Manager @
2014 -2020 Senior Financial Advisor @
2013 -2015 Graduate Assistant @
2010 -2013 Financial Analyst @
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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