Pete Walsh Email & Phone Number

Multi-Dimensional Competencies Across the Financial Arena with a History of Leadership Success.WHAT DO I DO?▪ Add value and leadership through integrity, accuracy, skilled decision-making and front-line negotiating.WHO DO I WORK WITH?▪ Regulatory professionals, legal counsel and executive management teams.WHAT MAKES ME DIFFERENT?▪ My exceptional knowledge of regulatory reporting, financial statements and accounting.WHAT CONTRIBUTIONS HAVE I MADE?▪ Initiated thorough expense analysis and review and substantially decreased overhead expenses.▪ Sourced and negotiated the lease, and managed construction build-out and relocation of a 150-member firm.▪ Prepared, submitted and obtained FINRA approval for several initial public offerings in the millions.▪ Financial Manager for a multi-million dollar capitalized improvement project that successfully came in under budget.▪ Set up an initial plan as Plan Administrator for two firm’s 401K retirement plans.FINANCIAL EXPERTISERegulatory Reporting / Financial Statements / Accounting / Expense ReductionFINRA / 401K Retirement Plans / SEC Rule 17 a-5 Reporting / FOCUS / ComplianceMunicipal / Government / Treasury Income Statements / IRS AuditsHOW CAN YOU REACH ME?▪ Reach out to me directly here on LinkedIn.▪ Email me: walshpete@comcast.net▪ Call me directly: 732-673-2842

Listed skills include Strategic Planning, Project Management, Customer Service, Account Management, and 13 others.

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  St. John'S University

  B.S. Accounting / Minor In Economics