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Richard Walsh Email & Phone Number

Institutional Business Development @ Richard Bernstein Advisors | Executive Leadership Certificate at Richard Bernstein Advisors
Location: New York City Metropolitan Area, United States, United States 6 work roles 1 school
1 work email found @rbadvisors.com 3 phones found area 732, 212, and 800 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email r****@rbadvisors.com
Direct phone (732) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Richard Bernstein Advisors
Role
Institutional Business Development @ Richard Bernstein Advisors | Executive Leadership Certificate
Location
New York City Metropolitan Area, United States, United States
Company size
30 employees

Who is Richard Walsh? Overview

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Quick answer

Richard Walsh is listed as Institutional Business Development @ Richard Bernstein Advisors | Executive Leadership Certificate at Richard Bernstein Advisors, a company with 30 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at rbadvisors.com, phone signal with area code 732, 212, 800, and a matched LinkedIn profile for Richard Walsh.

Richard Walsh previously worked as Institutional Business Development at Richard Bernstein Advisors and Vice President, Institutional Senior Relationship Manager at Oppenheimerfunds. Richard Walsh holds Bachelor Of Fine Arts from The Catholic University Of America.

Company email context

Email format at Richard Bernstein Advisors

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{first_initial}{last}@rbadvisors.com
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AeroLeads found 1 current-domain work email signal for Richard Walsh. Compare company email patterns before reaching out.

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Profile bio

About Richard Walsh

At Richard Bernstein Advisors, my focus on institutional business development is fueled by a deep understanding of financial services and a commitment to fostering strong institutional account relationships. Leveraging my analytical skills, I craft strategies that resonate with a diverse clientele, ensuring their financial objectives are met with precision.Previously, my tenure as Vice President at OppenheimerFunds was marked by the successful management of sophisticated client portfolios totaling over $10 billion in assets, and the generation of significant add-on sales. This experience honed my ability to maintain high retention rates and solidified my reputation as a trusted advisor in the institutional space.

Listed skills include Investments, Strategy, Mutual Funds, Alternative Investments, and 18 others.

Current workplace

Richard Walsh's current company

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

Richard Bernstein Advisors
Richard Bernstein Advisors
Institutional Business Development @ Richard Bernstein Advisors | Executive Leadership Certificate
new york, new york, united states
Website
rbadvisors.com
Employees
30
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Company profile
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6 roles · 26 years

Richard Walsh work experience

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

Vice President, Institutional Senior Relationship Manager

Oppenheimerfunds

Greater New York City Area

Jan 2012 - May 2019

Vice President, Senior Relationship Manager, College Savings Plans

Oppenheimer Funds
Jul 2007 - Dec 2011

Managing Director, Head Of Investment And Product Services

Td Ameritrade
Apr 2005 - Sep 2006

Managing Director, Ameritrade Investment Product Group

Ameritrade

Parsipanny, N.J.

Jan 2003 - Mar 2005

Director, Strategic Planning And Implementation

Merrill Lynch
2000 - 2003 ~3 yrs
Team & coworkers

Colleagues at Richard Bernstein Advisors

Other employees you can reach at rbadvisors.com. View company contacts for 30 employees →

MD Malvika Dhingra Malvika Dhingra Colleague at Richard Bernstein AdvisorsNew York, New York, United States, United States View → KG Katherine Gross Katherine Gross Colleague at Richard Bernstein AdvisorsNew York, New York, United States, United States View → PC Peter Cutone Peter Cutone Colleague at Richard Bernstein AdvisorsLittleton, Colorado, United States, United States View → MP Matt Poterba, Cfa Matt Poterba, Cfa Colleague at Richard Bernstein AdvisorsSan Francisco Bay Area, United States View → PM Patrick Murray Patrick Murray Colleague at Richard Bernstein AdvisorsNew York, New York, United States, United States View → JL Justin Laurienzo Justin Laurienzo Colleague at Richard Bernstein AdvisorsGreater Philadelphia, United States View → HT Henry Timmons, Cfa Henry Timmons, Cfa Colleague at Richard Bernstein AdvisorsMadison, New Jersey, United States, United States View → BT Bob Tisler Bob Tisler Colleague at Richard Bernstein AdvisorsBarrington, Rhode Island, United States, United States View → RW Ricky Wu Ricky Wu Colleague at Richard Bernstein AdvisorsNew York City Metropolitan Area, United States View → MC Michael Contopoulos Michael Contopoulos Colleague at Richard Bernstein AdvisorsNew York City Metropolitan Area, United States View →
1 education record

Richard Walsh education

FAQ

Frequently asked questions about Richard Walsh

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

What company does Richard Walsh work for?

Richard Walsh works for Richard Bernstein Advisors.

What is Richard Walsh's role at Richard Bernstein Advisors?

Richard Walsh is listed as Institutional Business Development @ Richard Bernstein Advisors | Executive Leadership Certificate at Richard Bernstein Advisors.

What is Richard Walsh's email address?

AeroLeads has found 1 work email signal at @rbadvisors.com for Richard Walsh at Richard Bernstein Advisors.

What is Richard Walsh's phone number?

AeroLeads has found 3 phone signal(s) with area code 732, 212, 800 for Richard Walsh at Richard Bernstein Advisors.

Where is Richard Walsh based?

Richard Walsh is based in New York City Metropolitan Area, United States, United States while working with Richard Bernstein Advisors.

What companies has Richard Walsh worked for?

Richard Walsh has worked for Richard Bernstein Advisors, Oppenheimerfunds, Oppenheimer Funds, Td Ameritrade, and Ameritrade.

Who are Richard Walsh's colleagues at Richard Bernstein Advisors?

Richard Walsh's colleagues at Richard Bernstein Advisors include Malvika Dhingra, Katherine Gross, Peter Cutone, Matt Poterba, Cfa, and Patrick Murray.

How can I contact Richard Walsh?

You can use AeroLeads to view verified contact signals for Richard Walsh at Richard Bernstein Advisors, including work email, phone, and LinkedIn data when available.

What schools did Richard Walsh attend?

Richard Walsh holds Bachelor Of Fine Arts from The Catholic University Of America.

What skills is Richard Walsh known for?

Richard Walsh is listed with skills including Investments, Strategy, Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Strategic Planning, and Financial Services.

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