John Walsh Email & Phone Number

Chicago, IL, US

Chicago

Leveraging my vast experiences within financial services industry in recommending client engagement approaches, sales initiatives, and business development ideas.

Downers Grove, IL

Head of National Accounts team for Unit Trusts and Closed End Funds, with responsibility for sales and revenue growth. Led home office client relationships across Morgan Stanley, Merrill Lynch, UBS and Wells Fargo, as well as all independent, and regional broker dealer firms. Managed coordination and alignment within investment centers across Mutual Fund.

Downers Grove, IL

Managed and directed all functions and responsibilities of Unit Trust Syndicate Desk and Underwriting group while developing team strategy and business plan to grow business. Responsible for increasing fixed income deal underwriting, while driving negotiations on underwriter takedowns. Responsible for facilitating high level communication and interaction.

Oakbrook Terrace, IL

Responsible for developing business strategy, creating new investments and executing organizational goals through collaboration with business partners. Led senior relationships at Morgan Stanley, UBS, Merrill Lynch and Raymond James across multiple groups: business owners, product managers, marketing leaders, syndicate trading, sales desks and field.

Oakbrook Terrace, IL

Dual Responsibility of developing and leading unit trust account management team while maintaining responsibility for the growth and execution of division business plan. Developed accounts by creating advocates with business leaders and centers of influence at leading broker dealers and banks: Smith Barney, UBS, Ameriprise, Raymond James, LPL and JP Morgan.

New York, NY

Responsible for trading and managing inventory of underlying equity securities within all Morgan Stanley Unit Trusts. Coordinated execution between internal trading desk and external partners in generating best possible price execution for underlying securities and Unit Trust Portfolios.

New York, NY

Responsible for trading and managing inventory for underlying fixed income positions within all Dean Witter fixed income Unit Trusts. Coordinated execution between internal and trading desk and external partners in generating best possible price for underlying securities and unit trust portfolios.