Lisa J Walsh
Private wealth manager and exit planner for high-net-worth business owners.
- Role
- Senior Vice President, Investments at Raymond James
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lisa J Walsh
As a Certified Exit Planning Advisor®, Lisa specializes in guiding successful business…
Experience
Senior Vice President, Investments
Feb 2014 — Present · Buffalo/Niagara, NY, US
Education
University of Rochester
B.A. in Economics, Economics
1989
Skills
- Wealth Management
- Wealth
- Portfolio Management
- Insurance
- Wealth Management Services
- Fixed Annuities
- Investments
- Financial Analysis
- Finance
- Financial Planning
- Retirement Planning
- Retirement
- Strategic Financial Planning
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