Noreen Dillon Walsh

Noreen Dillon Walsh

Compliance Officer bei Aequitas Investment Advisors LLC

53 Jahre
Consumer Services
Finance

Profil

Ms. Noreen D.
Walsh is a Principal, Investment Planner & Chief Compliance Officer at Aequitas Investment Advisors LLC.
She joined Aequitas in June of 2005.
Ms. Walsh started her career in the financial services industry in 1994 as a Senior Trust Specialist with Mellon Bank.
Prior to joining Aequitas, she was a Financial Planning Associate and Investment Research Specialist with a fee-only investment management firm in Boston, MA.
She holds a Master of Business Administration degree from Suffolk University and a B.S.
in Business Administration from Massachusetts College of Liberal Arts.
She also completed the required courses of the Certified Financial Planner® Program at Northeastern University’s School of Professional & Continuing Studies.

Aktive Positionen von Noreen Dillon Walsh

UnternehmenPositionBeginn
Compliance Officer 01.06.2005
Alle aktiven Positionen von Noreen Dillon Walsh

Ausbildung von Noreen Dillon Walsh

Suffolk University Masters Business Admin
Massachusetts College of Liberal Arts Undergraduate Degree

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