Kelly Walsh

WORK HISTORY

EDUCATION

ABOUT KELLY WALSH

A results-driven, dynamic, financial industry leader, who brings a wide range of knowledge and experience to organizations. Over 30 years of experience in roles from vice president, business development, vice president practice management, to advisor and wealth management coach have led to a strong understanding of the needs and challenges facing firms, financial advisors and their clients. Passionate about helping others achieve their personal and professional goals through the sharing of knowledge. Believes excellence is rooted in responsible leadership. Enjoys a fast-paced, flexible environment with the opportunity for continual learning and development. Believes the goal is always to provide an exemplary client experience and to leverage the power of viral marketing. To summarize, I am passionate about helping others understand what it is they can and should become and then I help them get there.I am a Registered Corporate Coach from Advantage Coaching & Training and Worldwide Association of Business Coaches and a current Board Member of the Investments & Wealth Institute formerly IMCA (Investment Management Consulting Association) and Chair of the Canadian Advisory Council who currently holds the CIMA designation (Certified Investment Management Analyst). Skilled in Sales, Business Development, Coaching, Practice Management, Wealth Management, Leadership, Strategic Thinking, Business Planning, Relationship Management, Customer Service Excellence, Client Service Strategies, Extraordinary Advisor & Client Experience, Financial Services, Investments & Wealth, Securities, Asset Management and Banking.