John Walsh is a high-level professional, working in Merrill Lynch main office of which is in 954. as a GWIM Operations Team Lead from 2013. John gained professional experience in more than 24 positions at different companies. John Walsh went to the Columbia University and was studying there from 2014. This expert has these qualifications: Chartered Retirement Plan Counselor, Series 7, and Series 66. Atlanta, Georgia is the area, where this professional was lastly known to settle. The person's email address and number can be accessed through this website by request.
Name variants:
Johnn Walsh,
Jon Walsh,
Jack Walsh,
Jackie Walsh,
Jacky Walsh,
Johnny Walsh
Last updated May 27, 2024
Contact Information
Last Update
Jul 4, 2022
Email
jw**@capitolsecurities.com, jo**@ml.com, j.**@ml.com
Location
Atlanta, GA
Company
Merrill Lynch
Workplace
GWIM Operations Team Lead
Work History
GWIM Operations Team Lead
Hopewell, NJ
I continue to work in the retirement benefit contact center. I have been promoted to the position of team lead. I maintain my prior duties of providing excellent customer service to our pl...
from Jun 2013
Senior Registered Phone Representative
Hopewell, NJ
I am currently working in the Retirement Benefits Contact Center of Merrill Lynch. I help clients with their 401k retirement plans by providing customer assistance, processing market transa...
Sep 2011 — Jun 2013
Financial Advisor
I work with successful families and business owners to manage all financial needs through a disciplined wealth management process backed by the full breadth of Merrill Lynch resources.
from Oct 2010
Auditor
I worked at Playland Amusement Park in Rye, NY as an auditor for the parking and ticket booths.
May 2009 — Aug 2009
First Vice President - Regional Manager
Florham Park
from Apr 2009
Relationship Banker, VP
Relationship banker for clients across various industries including aerospace and defense, paper and packaging, healthcare and other diversified.
Aug 2007 — Oct 2010
Municipal Bond Broker
Broker of municipal bonds between institutional municipal bond traders.
Jul 2006 — Sep 2007
Associate Analyst
Monitored a portfolio of 40 high yield healthcare companies with $45 billion of outstanding debt.
Sep 2004 — Aug 2007
Education
MS in Operations Research-Financial Engineering-Methods in Finance
New York, NY
from 2014
2013 — 2016
2006 — 2010
Executive Education in Real Estate Management Program
Boston, MA
from 2006
1995 — 1999
1991 — 1995
Bachelor's in Political Philosophy and Political Economy
West Lafayette, IN
1987 — 1991
Bachelor's of Architecture in Architectural Engineering Candidate
University Park, PA
1985 — 1986
Occupations
Executive
Managing Partner
Vice President
Manager
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Partner
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Wealth Accumulation
Estate Planning
Employee Benefits
Wealth Management
Retirement Planning
Strategic Financial Planning
Investments
Portfolio Management
Investment Advisory
Fixed Income
Securities
Series 63
Asset Managment
Insurance
Asset Allocation
401K
Mutual Funds
Pensions
Alternative Investments
Series 7
Series 24
Series 65
Asset Management
Financial Advisory
Wealth
Uniform Combined State Law
Options
Finra
Investment Strategies
Wealth Management Services
Fixed Annuities
Retirement
Finance
Financial Services
Equities
Risk Management
Financial Planning
Financial Risk
Hedge Funds
Investment Management
Charities
Sports
CFA Level II
S7
S63
S65
S79
S55
S86
S87
FAQs about John Walsh
What is the main profession of John Walsh?
The expert is a GWIM Operations Team Lead.
What are the profession of This expert?
These person's professions are Executive and Managing Partner
Where is John Walsh located?
The professional is currently located in Atlanta, Georgia.
What is the professional's email?
The expert's email is jw**@capitolsecurities.com and jo**@ml.com.
How many companies did John Walsh work at?
The professional worked at 24 jobs.
Does John Walsh have personal webpage or blog?
John Walsh`s website is http://www.capitolsecurities.com.
What education does John Walsh have?
John studied at the Columbia University from 2014.
What are the certifications of John Walsh?
The expert received the following certifications: Chartered Retirement Plan Counselor, Series 7, Series 66, Series 24, Series 10, Series 9, Six Sigma Green Belt, Skills For Success, Series 4, and License Cj15D22.