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
- Senior Vice President and Division Head of Wealth Management @ (February 2012 - Present)
- President, Cambridge Trust Massachusetts @ (July 2024 - March 2025)
- Adjunct Professor @ (January 1996 - August 2020)
- Director and Planning Officer @ Weston Financial (July 2009 - December 2011)
- Senior Vice President and Market Leader @ Bank of America / US Trust/ Fleet Boston Financial (January 2003 - June 2009)
- Vice President @ Fleet Private Clients Group, acquired by Bank of America (September 2001 - January 2003)
- Regional Sales Manager @ Security First Group / MetLife (January 1998 - September 2001)
- Regional Director @ Holden Financial / Security First Group (November 1990 - January 1998)
- Financial Consultant @ Shearson Lehman (April 1989 - November 1990)
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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