Since 2019, Shala L Walker has been working in Stavis & Cohen Financial located 1314, 1314. This professional is a well-qualified Advisor with over nine years of work experience. According to Shala's resume and work profile, this professional has worked at more than eight companies with numerous backgrounds and got various skills. Shala attended school at the Rice University from 2012 to 2013. Shala can be found in Indianapolis, Indiana – where this professional is currently located. You can search for this person's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Shala Walker
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 13, 2022
Email
sh**@yahoo.com
Location
Indianapolis, IN
Company
Workplace
Advisor
Houston, TX
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Advisor
1330 Post Oak Blvd SUITE 2190, Houston, TX 77056
from Oct 2019
Associate Vice President and Wealth Strategist
1200 17Th St, Denver, CO 80202
Jul 2018 — Oct 2019
Associate Consultant
3009 Post Oak Blvd SUITE 2000, Houston, TX 77056
Corporate Tax Consultant in Implementation- R&D.
Aug 2016 — Jun 2018
Financial Advisor and Planning Specialist
1585 Broadway, New York, NY 10003
Co-managed a book of 150 client families maintaining a retention rate of over 95%
Held thorough conversations and analyzed investment portfolios, insurance coverage, liabilities, & cash fl...
Aug 2014 — Aug 2016
Wealth Advisory Associate
1585 Broadway, New York, NY 10003
Partnered with high net worth financial advisors across 3 Houston offices to provide expert advice & comprehensive financial plans to their clients. Focused on areas of estate planning, reti...
Mar 2013 — Aug 2014
Investment Consultant
245 Summer St, Boston, MA 02210
Met with clients daily to discuss their investment portfolios and retirement planning strategies. Through consultative techniques I gained a better understanding of each client's financial g...
Dec 2011 — Mar 2013
Premium Relationship Associate
245 Summer St, Boston, MA 02210
Dec 2010 — Dec 2011
Education
2012 — 2013
2006 — 2010
upto
Occupations
Advisor
Executive
Assistant Vice President
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Certified Financial Planner
Series 63
Series 65
Portfolio Management
Strategic Financial Planning
Securities
Investments
Asset Management
Finance
Insurance
Wealth Management
Mutual Funds