Ricky Walsh
Vice President, Financial Consultant @Fidelity Investments
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WORK HISTORY
Vice President, Financial Consultant @Fidelity Investments
Engage with high net-worth clients to grow and develop a book of business. Holistic financial planning utilizing Fidelity’s Planning & Guidance Center to analyze a client’s current circumstances and create strategies for success. Simplify complex strategies and earn client’s trust with empathy and active listening, while gaining an understanding of their needs and drivers. Utilize technology to create a better client experience and to manage a pipeline within Salesforce. Collaborate with business partners for ongoing coaching and pre-appointment planning. Attend and present client educational seminars. Take an active role in the branch to provide leadership and emphasize teamwork.
EDUCATION
Arizona State University
BA, Interdisciplinary Studies; Business emphasis
SKILLS
ABOUT RICKY WALSH
Certified financial planner™
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