Kelly Walsh

Kelly Walsh

Role
First Vice President Wealth Management, Associate Complex Manager at Morgan Stanley
Location
New York, NY, US
LinkedIn followers
500 followers

About Kelly Walsh

I am driven by a passion for helping others grow. I believe in results, but understand…

Experience

  1. First Vice President Wealth Management, Associate Complex Manager

    Morgan Stanley

    Jul 2019 — Present

    2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Kelly Walsh may only transact business in states where she is registered or excluded or exempted from registration.\"http://brokercheck.finra.org\" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Kelly Walsh is not registered or excluded or exempt from registration.

Education

  • University of Phoenix

    Business Administration, Management and Operations

Skills

  • Investments
  • Financial Services
  • Wealth Management
  • Management
  • Coaching
  • Leadership

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