Bill Walsh, Vice President, Regional Sales Director of Prudential Financial, is well-versed in all retirement markets and has extensive experience working with corporate, non-profit, and governmental organizations. He recognizes the importance of aligning retirement-plan initiatives with overall client organizational goals. His experience consulting on various organizational designs uniquely qualifies him to understand his clients’ diverse retirement challenges and develop custom solutions to address those needs.
Bill has more than 25 years of expertise in retirement plan design, service, execution, and consulting. He has led teams ranging from operations and service delivery to strategic relationship and consulting. He has a Bachelor of Science degree in finance from the University of Scranton and has Series 6, 63, and various state life and health insurance licenses.