Valmark Financial Group
Katie Walker has extensive experience in the financial services industry, currently serving as an Investment Controls Specialist at Valmark Financial Group since June 2014. Walker has also held positions such as Senior New Business Specialist, Securities Operations Specialist - New Business, Investment Operations Intern, and Insurance Marketing Intern within the same organization. Prior to this, Walker worked as an Administrative Assistant at Pioneer Physicians Network from May 2012 to June 2014. Walker holds two Bachelor of Business Administration degrees in Finance and Financial Management Services, and Financial Planning and Services from The University of Akron, completed in 2015.
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Valmark Financial Group
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.