Lennie Walters
Head of Relationship Management & Wealth Strategies @Steward Partners
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WORK HISTORY
Head of Relationship Management & Wealth Strategies @Steward Partners
New York, NY, US
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see \"Disclosures\" page on our website
EDUCATION
Emporia State University
B.S. Biology
SKILLS
ABOUT LENNIE WALTERS
Experience and oversight of investment products and partner relations at industry leading RIAs and Broker Dealers with up to $60B in AUM. I have enhanced the assets of enterprises up to $50B during my tenure and have developed a powerful reputation for maximizing company profits. Strategic Vision & Roadmapping Regulatory & Compliance Expertise Wealth ManagementFintech Relationship Management Investment Advisory Revenue Expansion Impeccable Ethics Transformational Leadership Relationship Management Investment Products Expertise Massive Top & Bottom-Line Impact Key Skills: Entrepreneurial mindset & execution Builds long-lasting & fruitful relationships Strong interpersonal & leadership skills Engenders great loyalty from teams Impactful in a highly regulated environment Liaises executives & financial advisors Highly skilled at managing simultaneous projects with tight deadlines in a constantly changing environment.
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