John Marshall Walsh, JD

Registered Principal - Exec VP Investments & Financial Planning at Fusion Analytics Investment Partners, LLC
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us****@****om
(386) 825-5501
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Anne Hotte

John Walsh is a savvy business man combined with a huge heart for the community and those he serves. His analytical mind is quick to figure out realistic solutions to challenging situations and he is always looking for the best interest of his clients and friends. It was a pleasure and an honor to work with John Walsh.

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Credentials

  • Juris Doctor
    -

Experience

  • Fusion Wealth Managers
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Principal - Exec VP Investments & Financial Planning
      • Feb 2012 - Present

      Financial Planning; 401-k planning and implementation; Asset Management; Account Analysis; Tax Planning; Estate Planning. My background as a practicing tax lawyer helped in all of these areas. Financial Planning; 401-k planning and implementation; Asset Management; Account Analysis; Tax Planning; Estate Planning. My background as a practicing tax lawyer helped in all of these areas.

  • Notre Dame Club of Ft. Lauderdale
    • Board Member
      • 2005 - 2016

  • Leadership Broward Foundation
    • United States
    • Professional Training and Coaching
    • 1 - 100 Employee
    • President Emeritus
      • 1989 - 2016

      Founding President and CEO duties with Executive Director. Founding President and CEO duties with Executive Director.

  • Baugh Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Principal; Branch Manager of Independant RJF; Owner of WFC International
      • 1985 - 2012

      Asset Management; Estate Planning; 401--k; Tax Management and advice; Retail investing; Asset Management; Estate Planning; 401--k; Tax Management and advice; Retail investing;

  • SunTrust Bank Nigeria Ltd
    • Nigeria
    • Banking
    • 100 - 200 Employee
    • Executive Vice President
      • 1984 - 1986

      Head of Trust Division and included Investments. Head of Trust Division and included Investments.

  • Comerica Bank
    • Northern Lower Michigan
    • Executive Vice President
      • 1978 - 1984

      Head of Trust and Investment Division Head of Trust and Investment Division

  • Peoples Merchants Trust Company
    • Canton, Ohio Area
    • Executive Vice President
      • 1969 - 1978

      Head of Trust Division Head of Trust Division

  • Aungst Snyder Walsh and Krugliak
    • Canton, Ohio Area
    • Attorney
      • 1967 - 1978

      Private Law Practice Private Law Practice

  • City of North Canton, Ohio
    • City Attorney
      • 1970 - 1975

      Advising Mayor, City commission and Department Heads. Negotiating with other cities regarding inter-local agreements. Drafting Resolutions and Ordinances and representing the City in various Courts as well as Prosecutor in City Court. Various State courts and Federal. Advising Mayor, City commission and Department Heads. Negotiating with other cities regarding inter-local agreements. Drafting Resolutions and Ordinances and representing the City in various Courts as well as Prosecutor in City Court. Various State courts and Federal.

  • State of Ohio
    • Government Administration
    • 700 & Above Employee
    • Assistant Attorney General
      • Oct 1964 - Oct 1968

      Administrative Agencies, Trial work and appellate Work, First case was oral argument in the Supreme court Administrative Agencies, Trial work and appellate Work, First case was oral argument in the Supreme court

Education

  • University of Notre Dame
    B.A., Pre-Law; Political Science; Economics; Finance
  • Case Western Reserve University School of Law
    Juris Doctor (J.D.), Business, Taxation, Estate Planning
  • Rutgers Stonier Graduate School of Banking
  • Wayne State University Law School ML in Taxation
    Tax Law/Taxation

Community

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