William Walsh Email & Phone Number
Senior Vice President and Division Head of Wealth Management @ Eastern Bank
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William Walsh Location
- Boston, MA, US
William Walsh Work
- 2012 - now Senior Vice President and Division Head of Wealth Management @
- 2024 - 2025 President, Cambridge Trust Massachusetts @
- 1996 - 2020 Adjunct Professor @
- 2009 - 2011 Director and Planning Officer @ Weston Financial
- 2003 - 2009 Senior Vice President and Market Leader @ Bank of America / US Trust/ Fleet Boston Financial
- 2001 - 2003 Vice President @ Fleet Private Clients Group, acquired by Bank of America
- 1998 - 2001 Regional Sales Manager @ Security First Group / MetLife
- 1990 - 1998 Regional Director @ Holden Financial / Security First Group
- 1989 - 1990 Financial Consultant @ Shearson Lehman
William Walsh Education
- Boston University
Diploma (Financial Planning)
1994 - 1996 - Salem State University
BSBA (Business Administration)
1980 - 1984
William Walsh Skills
- Sales Management
- Wealth Management
- Financial Planning
- Strategic Financial Planning
- Customer Service
- Finance
- Training
- Public Speaking
William Walsh Summary
- William Walsh, based in Boston, MA, US, is currently a Senior Vice President and Division Head of Wealth Management at Eastern Bank. William Walsh brings experience from previous roles at Cambridge Trust, Boston University, Weston Financial and Bank of America / US Trust/ Fleet Boston Financial. William Walsh holds a 1994 - 1996 Diploma in Financial Planning @ Boston University. With a robust skill set that includes Sales Management, Wealth Management, Financial Planning, Strategic Financial Planning, Customer Service and more. William Walsh has 2 emails and 1 mobile phone numbers on RocketReach.
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