Lea Walsh
Chicopee,MA
Websites
Summary
Highly adaptable and motivating professional with a knack for rallying teams. Excel in any scenario by identifying strengths and motivators for clients and team members. Possess a tenacious spirit to inspire others and drive outstanding results.
Overview
12
12
years of professional experience
Timeline
Financial advisor - Portfolio Manager
Ej
10.2024 - Current
Assistant Vice President - Financial Advisor
Merrill Lynch
01.2019 - Current
Campaign Manager, Phoneathon 2018
Mount Holyoke College
02.2018 - 05.2018
Member Services|Gift Processor
Temple Israel
03.2016 - 09.2017
Founder and Owner
Independent Entrepreneurial Development
12.2014 - 09.2015
Independent Contractor
Faena Hotels & Residences
10.2014 - 06.2015
Bachelor of Arts - Political Science
Mount Holyoke College
Work History
Assistant Vice President - Financial Advisor
Merrill Lynch
Springfield
01.2019 - Current
- Deepened relationships with a plethora of firm-leads and self-procured leads
- Developed and refined asset allocation within CIO models, and external creation, to best service client, diligent in KYC
- Optimize, Develop and Review investment portfolios currently serving ~4.3 million AUM
- Senior Portfolio Manager designation, Licensed to sell mortgages, Series 66 and Series 7 accredited
- Led All Periodic reviews for clients AUM, under care and Self-Direct
- Develop and maintain relationship with specialists, wholesalers as well as other advisors to increase teaming opportunities.
Member Services|Gift Processor
Temple Israel
Minneapolis, MN
03.2016 - 09.2017
- Processed 1000's of donations during $30 million-dollar campaign including IRAs, Stocks and DAF's
- Implemented Raisers Edge (RE) as a CRM to see connections between members and various fund initiatives
- Internal expert on NetCommunity - the online giving platform.
Campaign Manager, Phoneathon 2018
Mount Holyoke College
South Hadley
02.2018 - 05.2018
- Managed 20+ callers responsible for engaging Alumnae between the class of 1950 to the class of 2016
- Solicited gifts and feedback - acted as a liaison between Staff and Callers
- Input data into Ellucian Colleague and google sheets
- Monthly meetings with Mount Holyoke Fund Staff to assess effectiveness and improve processes.
Founder and Owner
Independent Entrepreneurial Development
New York, NY
12.2014 - 09.2015
- Provided small business consulting services
- Evaluated existing operations, studied feasibility and strategies for expansion of each project
- Advised start-up entrepreneur on business plan development, banking relationships and direct lease negotiations
- Decreased wholesale product costs for one entrepreneur by over 17%.
Independent Contractor
Faena Hotels & Residences
New York, NY
10.2014 - 06.2015
- Coordinated events for AMEX agents dealing with Top Tier Platinum and Centurion Clients
- Marketed FAENA to various travel agencies by preparing talking points and ensuring seamless presentations
- Expanded base by establishing 25+ relationships with outside travel agencies (IE - Protravel).
Financial advisor - Portfolio Manager
Ej
Longmeadow, MA
10.2024 - Current
- Developed customized financial plans to meet client goals and risk tolerance.
- Analyzed investment portfolios, providing recommendations for optimization and growth.
- Educated clients on market trends and investment strategies to enhance financial literacy.
- Cultivated strong relationships with clients, ensuring high levels of satisfaction and retention.
Education
Bachelor of Arts - Political Science
Mount Holyoke College
South Hadley, MA05.2018
Hobbies and Interests
- Women in Business
- Captain-Elect: Rugby Team
- Honors Tutor
- Phi Theta Kappa
- President-Elect: Women's Students Association
- Forte Rising Star
- Alumnae Association volunteer
- Elected social media moderator
- Accepted on scholarship into Leadership Institute for Politics and Public Impact (LIPPI) program
- Leader of "power of 10" group of female FA's