Financial Advisor
CurrentWe use a big picture financial planning approach that is tailor-made for whatever stage of life our clients are in. With this road map in mind we help our clients with their investing, insurance, and business needs.
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@northwesternmutual.com
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2 phones found area 212
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LinkedIn matched
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Will Walsh is listed as Financial Advisor at Northwestern Mutual at Northwestern Mutual, based in Fairfield, Connecticut, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 212, and a matched LinkedIn profile for Will Walsh.
Will Walsh previously worked as Financial Advisor at Northwestern Mutual and Financial Advisor at Morgan Stanley. Will Walsh holds Bachelor Of Arts - Ba, History from Denison University.
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Northwestern Mutual has been helping families and businesses achieve financial security for 161 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to spend life living. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
Listed skills include Trading, Hedge Funds, Bloomberg, People Management, and 1 others.
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Milwaukee, Wi, Us
We use a big picture financial planning approach that is tailor-made for whatever stage of life our clients are in. With this road map in mind we help our clients with their investing, insurance, and business needs.
New York, Ny, Us
Built and deepened client relationships by providing full spectrum of financial and investment services, including financial planning, portfolio strategy, alternative investment options, insurance, cash management, lending, and bank services.
New York, New York, Us
Led all trading for wide variety of sub-sectors within the industrial, utility, and energy sectors, including basic materials, transports (auto, airline, rail, logistics, trucks), construction, aerospace/defense, E&P, refiners, land drillers, oil services, offshore, shippers, coal, integrated, solar, MLPs, and utilities. Partnered closely with analysts. Engaged in active dialogue and idea generation with customers (mutual funds, hedge funds, pensions, family offices).Achieved annual sales ranging up to $500,000, while generating up to $30 million in trading revenue.Built strong relationships with 30 major customers and provided sales and trading coverage for 8 accounts. Ensured customers engaged and informed by producing daily industrial/energy industry overview.Played important role in mentoring and coaching junior associates in trading processes and industry complexities.
New York City, New York, Us
Industrials Trader- Specialized in all transportation/logistic/trucks/airlines/autos as well as basic material names. Also kept trading a large part of the energy book on daily basis03/07-11/08. Worked closely with internal analysts. Had active dialogues with customer counterparts about actionable news in space. Energy Trader-01/06-03/07- Traded entire energy book including E&P’s, offshore, oil service, refiners, integrated, shipping, coal, alternative energy, and the utility book. Worked closely w/ energy analysts. Kept an active dialogue with customers and others interested in energy space.Healthcare/Biotech Trader – 10/04-01/06-Specialized in biotech, specialty and generic pharmaceuticals. Worked closely w/ healthcare analysts across entire sector. Tech Trader 07/02-10/04-Specialized in internet and internet related stocks. Provided actionable ideas to Institutional customers. Trained and mentored junior trader.
Salomon Smith Barney, Equity Trading New York, NY-02/00-02/02• Junior Trader, OTC desk.• Floating trader for all sectors.• Wrote and distributed morning equity sector call information internally to market makers and salesman.
New York, Ny, Us
Assisted traders for Latin American and European markets. Acted as sales liaison for MSCO private client orders. Traded equities and currencies. Worked in operational capacity to settle trades and balance trading accounts.
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Will Walsh works for Northwestern Mutual.
Will Walsh is listed as Financial Advisor at Northwestern Mutual at Northwestern Mutual.
AeroLeads has found 1 work email signal at @northwesternmutual.com for Will Walsh at Northwestern Mutual.
AeroLeads has found 2 phone signal(s) with area code 212 for Will Walsh at Northwestern Mutual.
Will Walsh is based in Fairfield, Connecticut, United States while working with Northwestern Mutual.
Will Walsh has worked for Northwestern Mutual, Morgan Stanley, Cantor Fitzgerald, Jefferies, and Solomon Smith Barney.
You can use AeroLeads to view verified contact signals for Will Walsh at Northwestern Mutual, including work email, phone, and LinkedIn data when available.
Will Walsh holds Bachelor Of Arts - Ba, History from Denison University.
Will Walsh is listed with skills including Trading, Hedge Funds, Bloomberg, People Management, and Equity Trading.
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