Barbara Walsh

Barbara Walsh Email and Phone Number

Institutional Executive Relationship Manager at Nationwide Financial @ Nationwide Financial
columbus, ohio, united states
Barbara Walsh's Location
Colorado Springs, Colorado, United States, United States
Barbara Walsh's Contact Details

Barbara Walsh work email

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About Barbara Walsh

Managing a successful retirement program in a consistently evolving environment is a challenge. As Institutional Executive Relationship Manager, my objective is to be a collaborative partner to Plan Sponsors who are focused on constructing progressive retirement plans. With over 21 years in the industry, my experience and dedication as a leader of a collaborative team of experts in defined contribution plans offers value-added solutions around plan design, fiduciary best practices and participant engagement.I graduated with a BS in Sociology from Baylor University and with a MS in Organizational Leadership and Management from Regis University. I currently hold Series 7, 63 and 24 FINRA licenses, as well as the CFA Investment Foundations Certificate.Specialties: Relationship Management, Strategic Account Management, Defined Contribution, Qualified Retirement Plans, 401(k), 457, 403(b), and Pension Plans .

Barbara Walsh's Current Company Details
Nationwide Financial

Nationwide Financial

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Institutional Executive Relationship Manager at Nationwide Financial
columbus, ohio, united states
Employees:
3455
Barbara Walsh Work Experience Details
  • Nationwide Financial
    Institutional Executive Relationship Manager
    Nationwide Financial Feb 2021 - Present
    Responsible for delivering proactive, strategic account management and consultative client service to a portfolio of institutional defined contribution client relationships, with the objective of driving client satisfaction, retention and growing the business.Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.
  • T. Rowe Price
    Senior Relationship Manager And Vice President
    T. Rowe Price May 2016 - Feb 2021
    Colorado Springs, Colorado Area
    Responsible for delivering proactive, consultative client service and strategic account management to a portfolio of institutional defined contribution client relationships, with the objective of driving client satisfaction and retention and growing the business.
  • T. Rowe Price
    Relationship Manager And Assistant Vice President
    T. Rowe Price Feb 2013 - May 2016
    Colorado Springs, Colorado Area
  • T. Rowe Price
    Assistant Vice President, Group Manager For Retirement Plan Services
    T. Rowe Price Jan 2007 - Feb 2013
    Colorado Springs, Colorado Area
  • T. Rowe Price
    Assistant Vice President, Group Manager, Retail Sales
    T. Rowe Price Aug 2005 - Dec 2006
    Colorado Springs, Colorado Area
  • T. Rowe Price
    Client Administration Manager, Retirement Plan Services
    T. Rowe Price May 2004 - Aug 2005
    Colorado Springs, Colorado Area
  • T. Rowe Price
    Client Operations Manager, Retirement Plan Services
    T. Rowe Price May 2003 - May 2004
    Colorado Springs, Colorado Area
  • T. Rowe Price
    Senior Retirement Plan Coordinator, Retirement Plan Services
    T. Rowe Price Jun 1999 - May 2003
    Colorado Springs, Colorado Area

Barbara Walsh Skills

401k Series 7 Retirement Series 24 Finra Financial Services Employee Relations Iras Defined Benefit Risk Management Erisa Qualified Retirement Plans Operational Risk Management Relationship Management Business Requirements Succession Planning Defined Contribution Requirements Gathering

Barbara Walsh Education Details

Frequently Asked Questions about Barbara Walsh

What company does Barbara Walsh work for?

Barbara Walsh works for Nationwide Financial

What is Barbara Walsh's role at the current company?

Barbara Walsh's current role is Institutional Executive Relationship Manager at Nationwide Financial.

What is Barbara Walsh's email address?

Barbara Walsh's email address is ba****@****ice.com

What is Barbara Walsh's direct phone number?

Barbara Walsh's direct phone number is +141034*****

What schools did Barbara Walsh attend?

Barbara Walsh attended Baylor University, Regis University.

What skills is Barbara Walsh known for?

Barbara Walsh has skills like 401k, Series 7, Retirement, Series 24, Finra, Financial Services, Employee Relations, Iras, Defined Benefit, Risk Management, Erisa, Qualified Retirement Plans.

Who are Barbara Walsh's colleagues?

Barbara Walsh's colleagues are Mark Stenson, Alexis Thompson, Melissa Harmon Chfc, Clu, Aakarsha K, James Wetherby, Aaron Sholes, Beth (King) Thatcher.

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