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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.
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Financial AdvisorNorthwestern Mutual Oct 2019 - PresentMilwaukee, Wi, UsWe 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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Financial AdvisorMorgan Stanley Jan 2018 - Apr 2019New York, Ny, UsBuilt 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. -
Senior Industrial, Energy, Utility Equity Sector TraderCantor Fitzgerald Nov 2007 - Jul 2017New York, New York, UsLed 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. -
Sector Trader/SalesJefferies Jul 2002 - Nov 2007New York City, New York, UsIndustrials 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. -
Equity TraderSolomon Smith Barney Jan 2000 - 2002Salomon 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.
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International Equity TraderMorgan Stanley Jun 1996 - Feb 2000New York, Ny, UsAssisted 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.
Will Walsh Skills
Will Walsh Education Details
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Denison UniversityHistory
Frequently Asked Questions about Will Walsh
What company does Will Walsh work for?
Will Walsh works for Northwestern Mutual
What is Will Walsh's role at the current company?
Will Walsh's current role is Financial Advisor at Northwestern Mutual.
What is Will Walsh's email address?
Will Walsh's email address is ww****@****tor.com
What is Will Walsh's direct phone number?
Will Walsh's direct phone number is +1 212-938*****
What schools did Will Walsh attend?
Will Walsh attended Denison University.
What skills is Will Walsh known for?
Will Walsh has skills like Trading, Hedge Funds, Bloomberg, People Management, Equity Trading.
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