Jp Walsh, Cfa
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Jp Walsh, Cfa Email & Phone Number

Director of Finance at Panoramic Interests at Panoramic Interests
Location: San Francisco, California, United States 4 work roles 3 schools
2 work emails found @panoramic.com 3 phones found area 415 and 917 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email j****@panoramic.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director of Finance at Panoramic Interests
Location
San Francisco, California, United States
Company size

Who is Jp Walsh, Cfa? Overview

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Quick answer

Jp Walsh, Cfa is listed as Director of Finance at Panoramic Interests at Panoramic Interests, a company with 16 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at panoramic.com, phone signal with area code 415, 917, and a matched LinkedIn profile for Jp Walsh, Cfa.

Jp Walsh, Cfa previously worked as Director of Finance at Panoramic Interests and Manager / Senior Research Analyst at Baker Street Advisors. Jp Walsh, Cfa holds Master Of Laws (Ll.M.) And Certification In Business Law, Boalt School Of Law from University Of California, Berkeley.

Company email context

Email format at Panoramic Interests

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*@panoramic.com
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AeroLeads found 2 current-domain work email signals for Jp Walsh, Cfa. Compare company email patterns before reaching out.

Profile bio

About Jp Walsh, Cfa

JP oversees all financial, legal, and research efforts within the firm. His specific duties include building and maintaining financial models, driving and negotiating project capital structures, managing investor relations, and supporting site feasibility, acquisitions, and the entitlement process. Panoramic Interests is an innovative, urban real estate development company based in San Francisco. The Company has built more than 1,000 residential units and has more than 1,000 units in its pipeline. Panoramic Interests has received several notable industry awards for its thoughtful designs and innovation.

Listed skills include Investments, Portfolio Management, Alternative Investments, Asset Allocation, and 18 others.

Current workplace

Jp Walsh, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Panoramic Interests
Panoramic Interests
Director of Finance at Panoramic Interests
united states
Website
Employees
16
AeroLeads page
4 roles · 21 years

Jp Walsh, Cfa work experience

A career timeline built from the work history available for this profile.

Director Of Finance

Current

San Francisco Bay Area

Panoramic Interests is an urban infill real estate development company that specializes in smart growth sustainable projects. The firm has completed over a dozen large scale mixed-use projects in downtown Berkeley and San Francisco. JP oversees the finance department where he manages the finance, legal, and research efforts of the firm. Duties include.

Aug 2015 - Present

Manager / Senior Research Analyst

Baker Street Advisors is an independent, SEC-registered investment advisor (RIA) with approx. $5billon under management. Baker Street Advisors provides customized wealth management and comprehensive investment advisory solutions to individual private clients, families and charitable foundations. Baker Street has been consistency ranked in the top 20 wealth.

Feb 2011 - Aug 2014

Analyst

San Francisco Bay Area

I helped Financial Consultants and Registered Investment Advisors make informed investment decisions in relation to Separately Managed Accounts.Duties included providing analysis on money managers garnered from ongoing meetings. Assistance was also provided with portfolio construction and preparing customized presentations that illustrated client.

2008 - Mar 2011
Team & coworkers

Colleagues at Panoramic Interests

Other employees you can reach at panoramic.com. View company contacts for 16 employees →

3 education records

Jp Walsh, Cfa education

FAQ

Frequently asked questions about Jp Walsh, Cfa

Quick answers generated from the profile data available on this page.

What company does Jp Walsh, Cfa work for?

Jp Walsh, Cfa works for Panoramic Interests.

What is Jp Walsh, Cfa's role at Panoramic Interests?

Jp Walsh, Cfa is listed as Director of Finance at Panoramic Interests at Panoramic Interests.

What is Jp Walsh, Cfa's email address?

AeroLeads has found 2 work email signals at @panoramic.com for Jp Walsh, Cfa at Panoramic Interests.

What is Jp Walsh, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 415, 917 for Jp Walsh, Cfa at Panoramic Interests.

Where is Jp Walsh, Cfa based?

Jp Walsh, Cfa is based in San Francisco, California, United States while working with Panoramic Interests.

What companies has Jp Walsh, Cfa worked for?

Jp Walsh, Cfa has worked for Panoramic Interests, Baker Street Advisors, Charles Schwab, and Ernst & Young.

Who are Jp Walsh, Cfa's colleagues at Panoramic Interests?

Jp Walsh, Cfa's colleagues at Panoramic Interests include Victor Avila, Florence Hsueh, Yuhan Ke, Michael Jimenez, and Michael Thomas.

How can I contact Jp Walsh, Cfa?

You can use AeroLeads to view verified contact signals for Jp Walsh, Cfa at Panoramic Interests, including work email, phone, and LinkedIn data when available.

What schools did Jp Walsh, Cfa attend?

Jp Walsh, Cfa holds Master Of Laws (Ll.M.) And Certification In Business Law, Boalt School Of Law from University Of California, Berkeley.

What skills is Jp Walsh, Cfa known for?

Jp Walsh, Cfa is listed with skills including Investments, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Finance, Due Diligence, and Fixed Income.

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