Justin Walsh

About Justin Walsh

Successful wealth management is based on solid investment strategy. My career of building, developing and implementing personalized investment plans includes both individual portfolio management and regional team leadership.Excellent instructor that provides clear framework for multifaceted and comprehensive consultations that translate to growing investment portfolios. Familiar with employing financial expertise that includes tax efficiency, asset allocation for traditional and nontraditional investment selections. Experience working with the world\'s best money managers that help individuals and institutions achieve financial goals.

Experience

1. Vice President, Planning & Advisory

   Santander US

   Nov 2019 — Present · GB

   Oversee strategic management of financial planning in support of organizational growth and market needs for the New England and mid Atlantic regions. Responsible for management of activities and functions associated with the Financial Advisor development process, including: research, development, complex plan construction and implementation. Understanding and translation of market and competitor strategies that ensure practices are in line, providing consumers with a consistent, accurate advice-based experience. Ensure processes meet industry standards, occasional interaction with clients and customers. Oversee new hire training and ongoing professional development of team of 100 professional financial advisors.

Education

• Iona University

  BA-Communications, Communication and Media Studies

Skills

• Weather Forecasting
• Leadership
• Investments
• New Business Development
• Project Management
• Holistic Financial Planning
• Retirement Planning
• Management
• High Net Worth Individuals
• Wealth Management
• Tax
• Comprehensive Wealth Management
• Meteorology
• Wealth Management Services
• Broadcast Television
• Securities
• Investment Strategies
• Alternative Investments
• Portfolio Management
• Teamwork
• Asset Allocation
• Banking