Jacqui Walsh

Associate Wealth Strategy Specialist at Eaton Vance

Jacqui Walsh has diverse work experience spanning various companies and roles. Jacqui started their career as an Investment Team Intern at Eastward Capital in 2015. In 2016, they worked as a Summer Intern at Sagan Realtors. From 2017 to 2018, Jacqui served as a Capital Markets Intern at Hunneman, gaining valuable experience in the real estate industry. Jacqui then joined Morgan Stanley, where they held multiple positions starting as an Analyst from 2019 to 2021, followed by working as a Financial Advisor from 2021 to 2023. Currently, they are employed at Eaton Vance as an Associate Wealth Strategy Specialist starting in July 2023.

Jacqui Walsh holds a Bachelor of Arts degree in Business, Entrepreneurship and Organizations from Brown University. Prior to their higher education, they attended Swampscott High School. Additionally, they have obtained the Series 66 certification from FINRA in October 2019, and the Series 7 certification from FINRA in September 2019.

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Timeline

  • Associate Wealth Strategy Specialist

    July, 2023 - present

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