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Kevin Walsh's
email & phone

Current Position:

Financial Advisor & OSJ Principal at Ensemble Financial Strategies

Experience:

15 years

Location:

Charlotte, North Carolina, United States

How to contact Kevin Walsh

emailk*********h@ensembleadvice.com
phone+1-***-***-2179
LinkedIn
Pinterest
Instagram
Skype

Work Experience

Financial Advisor & OSJ Principal at Ensemble Financial Strategies

Oct 2022 - Current

Financial Advisor & Registered Principal at Lincoln Financial

May 2016 - Jan 2023

VP, Operations & Financial Planning at WealthPlan Financial Group

May 2016 - May 2022

Director, Trade Desk & Service Team at Lincoln Financial

Apr 2014 - May 2016

Broker/Dealer Operations Manager at Lincoln Financial Securities

Jan 2013 - Apr 2014

Trade Service Representative at Lincoln Financial Securities

Jun 2012 - Jan 2013

Investment Services Representative at Lincoln Financial Securities

Sep 2011 - Jun 2012

Life Customer Service Professional at Lincoln Financial

Aug 2010 - Sep 2011

Kevin Walsh started working in 2010, then the employee has changed 4 companies and 7 jobs. On average, Kevin Walsh works for one company for 2 years 8 months.

Education

Bachelor of Science - BS at Bridgewater State University

John Stark Regional High School

Current Company Information Ensemble Financial Strategies

Name: Ensemble Financial Strategies

Speciality: Financial Planning, Investments, Business Owner Planning, Business Succession Planning, Retirement Planning, Contingency Planning, Insurance, Executive Compensation Planning

Location: Charlotte, NC, United States

Employees: 1-10

HQ Phone: 7042202341

Description: We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions. We do our best work when working as a team alongside our clien...

Frequently Asked Questions

What is Kevin Walsh's minimum period of employment in the companies?

Kevin Walsh's minimum period of employment in various companies is 7 months.

What is Kevin Walsh's average duration of employment for different companies?

On average, Kevin Walsh works for one company for 2 years 8 months

What industries has Kevin Walsh worked in?

Kevin Walsh works in the Financial Services.

What positions has Kevin Walsh held before?

Previously, Kevin Walsh worked as a Financial Advisor & Registered Principal, and VP, Operations & Financial Planning, and Director, Trade Desk & Service Team, and Broker/Dealer Operations Manager, and Trade Service Representative.

How do I contact Kevin Walsh?

Kevin Walsh's email address is k*********h@ensembleadvice.com, phone number is +1-***-***-2179. Sign up to get contact details.
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Kevin Walsh Namesakes

Name
Company
Position
K
Reflections Holiday Parks Tuncurry
Retired
K
Ensemblex
Senior Advisor
K
General Manager Kampack
K
24 Logistics
VP
K
Senior Manager, Software Engineering
K
Macsteel International USA Corporation
Vice President Trading - Long Products
K
Education Account Executive
K
Director of International School Programs - Asia
K
Global Industry Principal - Transmission, Distribution and Smart Grid

Other employees at Ensemble Financial Strategies

Name
Company
Position
T
Investment Advisor Representative
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