Josh Walker Cfa Email & Phone Number | With over 20 years of experience in the financial industry, as a Sr. Account Executive at Broadridge, a global leader in providing solutions for asset management, capital markets, and wealth management. I have a CFA Charterholder credential and a strong background in investment performance analysis, reporting, and consulting. I work with clients to understand their needs, deliver customized solutions, and ensure their satisfaction and retention. I also collaborate with internal teams to develop new products, enhance existing offerings, and support sales and marketing initiatives. I have a passion for delivering value and excellence to my clients and partners, and a commitment to advancing the profession and the industry. I am always eager to learn new skills, explore new opportunities, and contribute to the growth and success of Broadridge.

Josh Walker Cfa

With over 20 years of experience in the financial industry, as a Sr. Account Executive at Broadridg...
Chicago, Chicago, United States

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Josh Walker Cfa’s Location Chicago, Chicago, United States

Josh Walker Cfa’s Current Industry Broadridge

Josh Walker Cfa’s Prior Industry Morningstar Associates | Northern Trust

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Sr. Account Executive

2022-05-01 00:00:00 - Present

Investment Consultant

2013-09-01 00:00:00 - 2017-12-01 00:00:00

Vice President, Senior Investment Performance Consultant

2007-06-01 00:00:00 - 2013-09-01 00:00:00

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Josh Walker Cfa is a With over 20 years of experience in the financial industry, as a Sr. Account Executive at Broadridge, a global leader in providing solutions for asset management, capital markets, and wealth management. I have a CFA Charterholder credential and a strong background in investment performance analysis, reporting, and consulting. I work with clients to understand their needs, deliver customized solutions, and ensure their satisfaction and retention. I also collaborate with internal teams to develop new products, enhance existing offerings, and support sales and marketing initiatives. I have a passion for delivering value and excellence to my clients and partners, and a commitment to advancing the profession and the industry. I am always eager to learn new skills, explore new opportunities, and contribute to the growth and success of Broadridge.