Summary
Overview
Work History
Education
Skills
Certification
Languages
Accomplishments
Affiliations
Websites
References
Timeline
Generic
John Walsh

John Walsh

Boca Grande

Summary

Successful career in wealth management, institutional research, banking & sales, and corporate leadership in private and public businesses. Results-driven, strategic executive with extensive experience driving growth and innovation across wealth management, institutional research, banking & sales, technology, and energy businesses. Proven team leader with an emphasis on a healthy corporate culture. Effective in strategic planning and execution, complemented by functional expertise in wealth management, finance, corporate development, and sales.

Overview

1
1
Certification

Work History

President

JPW Ventures
Boca Grande
11.2024 - Current

Executive Summary:

Successful career in wealth management, institutional research, banking & sales, and corporate leadership in private and public businesses. Results-driven, strategic executive with extensive experience driving growth and innovation across wealth management, institutional research, banking & sales, technology, and energy businesses. Proven team leader with an emphasis on a healthy corporate culture. Effective in strategic planning and execution, complemented by functional expertise in wealth management, finance, corporate development, and sales.

Core Competencies:

• Effective Team Leadership

• Developing and Nurturing Client Relationships

• 30 Years of Capital Markets Expertise

• Corporate Development (M&A, Partnerships)

• Wealth Management Strategies & Execution

• P&L Management/ Capital Strategy

Professional Experience:

JPW Ventures, LLC, Boca Grande, FL | 2024 to present

President

• Providing advisory expertise to a range of companies and projects.
• Leading feasibility process of mine/smelter tailings reprocessing project
• Expanding commercialization of innovative beneficial re-use technology
• Improving market adoption of a novel oil & gas well completion chemical technology

EnviroGold Global Ltd., Houston, TX | 2020–2024
President & Director, Americas Division; Executive Vice President

• Founded and scaled the Americas division, building a high-performing team to develop and commercialize clean processing technology IP.

• Led a world-class technical team in the successful development of an innovative clean processing technology.

• Led project evaluations, project development/feasibility studies, and commercial contract execution, streamlining processes to prioritize high-return projects.
• Responsible for developing a robust 8-project backlog, including 5 partnerships with major mining companies, representing over $100B in recoverable resource value.
• Helped secure over $12M in equity capital to support technology development and commercialization.
• Provided strategic oversight on operations, budgeting, and R&D partnerships, while driving alignment with corporate goals.

Vigilent Inc., Houston, TX | 2018–2020
Chief Financial Officer; Board Member

  • Designed and implemented financial strategies to support rapid scaling and investor engagement.
  • Secured $5M in funding through two Angel investment rounds, managing financial due diligence and investor relations.
  • Built scalable operational and financial frameworks to support product commercialization.
  • Led market analysis to refine go-to-market strategies for high-value technology solutions.

Institutional Research, Banking & Sales | 14 Years

Seaport Global Securities – Managing Director | Washington, D.C.

Madison Williams & Company – Managing Director | Washington, D.C.

Pritchard Capital PartnersPartner / Managing Partner | Washington, D.C.

  • Conducted in-depth financial analysis, met with management teams, and provided ongoing coverage of over 150 companies.
  • Marketed equity research to U.S. institutional investors including long-only asset managers and hedge fund managers.
  • Led research and capital markets initiatives, strategically expanding firm research coverage and increasing investment banking opportunities.
  • Collaborated with banking teams to source, structure, and execute over $500M in equity offerings.

Wealth Management | 15 Years

UBSSenior Vice President | Washington, D.C.

CitiGroupSenior Vice President | Washington, D.C.

Prudential Bache Securities - Vice President | Washington, D.C.

Drexel Burnham LambertFinancial Advisor | Washington, D.C.

· Developed a multi-million-dollar business and merged with a team at UBS.

· Led a motivated team to further advance a growing business driven by referrals from satisfied clients and top-tier customer service.

Developed deep relationships with clients, focused on achieving customized, risk-adjusted return goals.

Education:

Washington & Lee University
Bachelor of Science in Geology/Geophysics

University of New Orleans

Master of Science in Geology/Geophysics (ABD)

Education

Geological And Earth Sciences

Washington & Lee University
Lexington

Skills

Effective team leadership

Developing and nurturing client relationships

Developing and Nurturing Client Relationships

30 Years of Capital Markets Expertise

Corporate Development (M&A, Partnerships)

Wealth Management Strategies & Execution

P&L Management/ Capital Strategy

Certification

  • Series 7 (General Securities License); 1986 - 2017
  • Series 63 (State Securities License); 1986-2017
  • Series 65 (Uniform Investment Adviser License); 1986-2017
  • Series 3 (Commodity License); 1986-2006
  • Series 6 (Investment Company/Variable Contracts Products Limited Representative); 2005-2017

Languages

Russian
Limited
Spanish
Limited

Accomplishments

  • CitiGroup - awarded club honors
  • UBS - awarded club honors
  • Institutional Partnership - earned invitation to join firm partnerships
  • EnviroGold Global - advanced from President of the Americas to a Corporate Executive Vice President

Affiliations

  • HAwarded All-County onors in High School Football and Lacrosse
  • NCAA Division I Lacrosse Player (Top 10 ranked team)
  • Head Coach of Tulane University's Mens Lacrosse Team
  • Active in various charity organizations including Clean and Sober Streets (Washington, DC), American Cancer Society, Church volunteer.

References

References available upon request.

Timeline

President

JPW Ventures
11.2024 - Current

Geological And Earth Sciences

Washington & Lee University
John Walsh