Brendan Walsh is a eficient professional, who works in Fintech Ranger main office of which is in 226. as a Part Time Fintech Consultant since 2018. This expert has earned professional experience in more than five positions at different companies. Brendan Walsh went to the University of Wisconsin - Madison and received education there from 2010 to 2014. Brendan has the following professional qualifications: Series 65. Chicago, Illinois is the city, where this professional was known to be living. Brendan Walsh's email address and phone number are accessed through this website on demand.
Name variants:
Brenden Walsh,
Brendon Walsh
Contact Information
Last Update
Jul 4, 2022
Email
br**@rocketdollar.com
Location
Chicago, IL
Company
Fintech Ranger Llc
Workplace
Part Time Fintech Consultant
Work History
Part Time Fintech Consultant
318 west Adams St, Chicago, IL 60606
Mar 2018 — Aug 2018
Business Operations Manager
800 Brazos St, Austin, TX 78701
Business Operations
Sales Operations
Partner Management
Hubspot and CRM
Automation of backend processes and integrating systems outside of the RD Database
Content head writer of the Ro...
from Aug 2018
Corporate Benefits and Investment Advisor
405 west Superior St SUITE 606, Chicago, IL 60654
Jul 2015 — Aug 2018
Venture Pitch Commitee Member
120 west Madison St SUITE 520, Chicago, IL 60602
Search for strong companies/founders currently in seed and funding rounds looking for more access to capital to grow their business
Help the SBAC Venture Pitch Committee in choosing qualif...
May 2016 — May 2018
Financial Advisor
1880 John F Kennedy Blvd SUITE 1600, Philadelphia, PA 19103
Jun 2014 — Jul 2015
Education
2010 — 2014
2006 — 2010
Occupations
Executive
Operations Manager
Director of Operations
Counselor
Accountant
Finance and Accounting Specialist
Partner
Writer
Advisor
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Series 65
Corporate Benefits
Financial Planning
Client Relations
Customer Service
Sales
Advertising
Finance
Economics
Marketing Strategy
Series 6
Series 63
Morningstar
Money Guide Pro
Life Insurance
Accounting
Salesforce.com
Client Prospecting
Microsoft Excel
Trade Shows
Fiduciary Services
Investments
Investment Advisory
401K
Employee Benefits Design
Life and Health Insurance Licenses
Referrals
Trading
Stocks
Mutual Funds
Etfs
Bonds
Client Services
Wealth Management
Financial Services
Retirement Planning
Financial Advisory