Noreen Dillon Walsh
Responsabile della Conformità presso Aequitas Investment Advisors LLC
Profilo
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.
Posizioni attive di Noreen Dillon Walsh
Società | Posizione | Inizio |
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Aequitas Investment Advisors LLC
Aequitas Investment Advisors LLC Investment ManagersFinance Aequitas Investment Advisors LLC (Aequitas) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Warner Henderson in 1991. Aequitas provides individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets. | Responsabile della Conformità | 01/06/2005 |
Formazione di Noreen Dillon Walsh
Suffolk University | Masters Business Admin |
Massachusetts College of Liberal Arts | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 1 |
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Aequitas Investment Advisors LLC
Aequitas Investment Advisors LLC Investment ManagersFinance Aequitas Investment Advisors LLC (Aequitas) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Warner Henderson in 1991. Aequitas provides individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets. | Finance |
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