Our Presenter:

Robert Walsh, President, Connecticut Institute of Finance and Sound Coaching, Inc. 

Robert has over forty years of experience in the financial sector. His specialty as an institutional money manager has given him an expertise in a plethora of investment products and strategies. He has actively traded and managed money for some of the largest institutional firms in the financial arena, such as CMM Group, Nikko Securities, Sanwa BGK, and Euro Brokers. He has traded in the U.S., London, Hong Kong and Toronto markets.

Currently Mr. Walsh is a registered investment advisor representative through Centaurus Financial Services, Inc. He maintains life and health insurance licenses and is approved to sell both CT and N.Y. State Partnership for Long Term Care Insurance. He holds series 7, 63, 65 and 24 licenses. He has been a Certified Professional Coach since 2009. Robert oversees and teaches at the Sound Coaching Academy; helping individuals and businesses reach the next level. He specializes in helping financial planners through time management systems, SOPs and marketing concepts. Robert has also overseen the preparation and planning of personal and corporate tax returns for the last 26 years. He currently resides in Redding, CT.

Tickets

$15.00 CCIM CT Chapter Members & Sponsors

$25.00 NonMember