FUNDRAISING NEWS | May 16, 2024
Kalyn Walker has recently joined Raymond James & Associates in their San Diego, California branch, having moved from UBS Financial Services. At UBS, she managed around $450 million in client assets.
Walker is accompanied by Sean Clancy, a senior investment portfolio analyst. Her new role is within RayJay’s San Diego branch, which is led by branch manager David Richman. Walker brings over 16 years of experience in the financial services industry to her new position. Her career began at Merrill Lynch, and she spent nearly a decade at UBS before joining Raymond James. Walker has earned the Certified Exit Planning Advisor (CEPA) professional designation. Clancy also joined Walker at UBS as a private banker.
To view the press release. click here.
John Washington is the Data Research Analyst at Dakota.
