Michael Walsh
Wealth Manager & Principal at Evensky & Katz/ Foldes Wealth Management
- Role
- Wealth Manager at Evensky & Katz Foldes Wealth Management
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Manager
Evensky & Katz Foldes Wealth Management
Feb 2020 — Present
Education
Texas Tech University
Masters, Personal Financial Planning
2013 — 2015
William Paterson University
Bachelor of Science (BS), Professional Sales and Financial Planning
2008 — 2012
Skills
- Sales
- Retirement Planning
- Investments
- Nonprofits
- Research
- Training
- New Business Development
- Morningstar
- Management
- Social Networking
- Business Development
- Powerpoint
- Marketing
- Estate Planning
- Public Speaking
- Strategic Financial Planning
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