Noreen Dillon Walsh

Noreen Dillon Walsh

Compliance Officer bij Aequitas Investment Advisors LLC

53 jaar
Consumer Services
Finance

Profiel

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.

Actieve functies van Noreen Dillon Walsh

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Compliance Officer 01-06-2005
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Suffolk University Masters Business Admin
Massachusetts College of Liberal Arts Undergraduate Degree

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