Barbara Walsh Email and Phone Number
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Barbara Walsh personal email
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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 .
Nationwide Financial
View- Website:
- nationwidefinancial.com
- Employees:
- 3455
-
Institutional Executive Relationship ManagerNationwide Financial Feb 2021 - PresentResponsible 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. -
Senior Relationship Manager And Vice PresidentT. Rowe Price May 2016 - Feb 2021Colorado Springs, Colorado AreaResponsible 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. -
Relationship Manager And Assistant Vice PresidentT. Rowe Price Feb 2013 - May 2016Colorado Springs, Colorado Area -
Assistant Vice President, Group Manager For Retirement Plan ServicesT. Rowe Price Jan 2007 - Feb 2013Colorado Springs, Colorado Area -
Assistant Vice President, Group Manager, Retail SalesT. Rowe Price Aug 2005 - Dec 2006Colorado Springs, Colorado Area -
Client Administration Manager, Retirement Plan ServicesT. Rowe Price May 2004 - Aug 2005Colorado Springs, Colorado Area -
Client Operations Manager, Retirement Plan ServicesT. Rowe Price May 2003 - May 2004Colorado Springs, Colorado Area -
Senior Retirement Plan Coordinator, Retirement Plan ServicesT. Rowe Price Jun 1999 - May 2003Colorado Springs, Colorado Area
Barbara Walsh Skills
Barbara Walsh Education Details
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Sociology -
Organizational Leadership And Management
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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