Rocket Fuel

Faculty: Mark Walsh

faculty bio
Mark Walsh, MBS, MS
Title(s):
Adjunct Professor
School:
Campus:
  • 415-442-6500

Mark joined New York Life in 2011. Prior to joining New York Life, he was a Financial Advisor at UBS Financial Services in San Francisco. He has also worked as a management consultant for Ernst & Young and Cap Gemini Ernst & Young, where he implemented world-class financial systems for high growth middle market and Fortune 1000 companies. Prior to that, he worked in corporate finance as a corporate and divisional controller for several high-tech manufacturing companies and as an auditor for KPMG in Oakland and London, England, while earning his CPA license.

A sports enthusiast his entire life, Mark currently enjoys long swims to stay in shape and the occasional swim meet with Pacific Masters. While working in London, and thereafter, he has traveled the world extensively, visiting over thirty countries in total. He is privileged to serve as a lector at Assumption Church in San Leandro and The Cathedral of Christ the Light in downtown Oakland.

EDUCATION

MS (financial planning), Golden Gate University

MBA (international business), California State University at Hayward

BS (accounting and finance), University of California at Berkeley

Certifications & Licenses

Candidate for CFP certification

California Life Agent

California Variable Annuity

CPA, State of California

PROFESSIONAL AND TEACHING EXPERIENCE

2011 - Present
Adjunct Professor, Golden Gate University

2011 - Present
Agent, New York Life

2008 - 2010
Graduate Student, Golden Gate University

2006 - 2008
Financial Advisor, UBS Financial Services

2004 - 2006
Independent Consultant, Kaiser Permanente & Blue Shield of California

1999 - 2003
Consulting Manager, Ernst & Young/Cap Gemini Ernst & Young

1997 - 1998
Oracle Project Manager/Finance Systems Manager, Madge Networks

1996 - 1997
Independent Consultant, Hitachi Data Systems

1993 - 1994
Controller, Worldwide Customer Service, Conner Peripherals

1990 - 1992
Corporate Controller, The Learning Company

1986 - 1989
Controller, Xidex Corporation

1981 - 1986
Audit Manager, KPMG

PROFESSIONAL ASSOCIATIONS

Financial Planning Association of San Francisco