Patricia Walsh
CFA, CPA, MBA Finance
Banking & Financial Services Certification Expert
NYU Stern School of Business — www.stern.nyu.edu
About Patricia
Patricia Walsh holds a CFA charter, CPA license, and MBA in Finance from NYU Stern School of Business. With 17 years of experience in commercial banking, investment analysis, and regulatory compliance, she has coached hundreds of candidates through Series 6, Series 7, CFA, and banking certification examinations, specializing in financial statement analysis and risk assessment.
Reviewed content in: CPB - Certified Private Banker, CFA - Chartered Financial Analyst, ABA - Accredited Business Accountant, NMLS - National Mortgage Licensing System, Banking Exam, CMC - Certified Mortgage Consultant, Mortgage, CCST - Certified Career Storyteller, CBP - Certified Banking Professional, CBT - Certified Bank Teller, CeMAP - Certificate in Mortgage Advice and Practice, CMA - Certified Mortgage Advisor, CMB - Certified Mortgage Banker, CMP - Certified Mortgage Processor, CMPS - Certified Mortgage Planning Specialist, CRMP - Certified Reverse Mortgage Professional, FA - Financial Analyst, IBPS - Institute of Banking Personnel Selection, SAFE - Certified Secure and Fair Enforcement Mortgage Loan Originator, Banking, CFA - Certified Field Agent, Loan Officer Exam
Articles reviewed by Patricia (90 total)
CPB - Certified Private Banker
- Best Bookkeeping Software 2026: CPB Buyer's Guide & Practice Tests
- Bookkeeper Certification 2026: CPB vs AIPB CB Guide
- Bookkeeper Duties and Responsibilities: Daily, Weekly, Monthly, and Annual Tasks (2026 Guide)
- Bookkeeper Jobs: Types, Salaries, Requirements, and How to Find Them
- Bookkeeper Near Me: How to Find a Local Bookkeeper (2026)
- Bookkeepers: Career Guide, Skills, Salary & CPB Path
- Bookkeeper Services: What They Cost, What They Do, and How to Hire One
- Bookkeeping and Accounting: Differences, Roles, and How They Work Together
- Bookkeeper Certification: CB, CPB, Intuit, and QuickBooks Options
- Bookkeeping Courses Online: Best CPB Training Programs 2026
- Bookkeeping Firms: How CPB Certification Opens the Door
- Bookkeeping Remote Jobs: How to Find Work, Get Hired & Earn Well
- Bookkeeping Services for Small Business: A Complete Guide
- Bookkeeping Solutions: Complete 2026 Guide to DIY Software, Outsourced Services, and CPA Bookkeeping
- Cloud Bookkeeping Software: Top Tools and How to Choose
- Entry Level Bookkeeping Jobs: How to Land Your First Role in 2026
- Free Bookkeeping Software
- Bookkeeping Basics: Double-Entry, Skills & Software Guide
- Bookkeeping 101: Methods, Software & Career
- How to Become a Bookkeeper in 2026: 5-Step Career Path
- Intuit Bookkeeping Certification: Free Path to a Bookkeeping Career in 2026
- Online Bookkeeping Courses: Best Programs, Costs and Certifications 2026
- Outsourced Bookkeeping: What It Costs, How It Works, and When You Need It
- Small Business Bookkeeper: Cost, Services & How to Hire One in 2026
- Small Business Bookkeeping: Setup, Tasks, and Best Practices
- Small Business Bookkeeping Software: Top Options Compared
- Virtual Bookkeeping: Complete Guide for 2026
- Wave Bookkeeping: A CPB Guide to the Free Accounting Platform
CFA - Chartered Financial Analyst
- What Does CFA Mean? Chartered Financial Analyst Career Overview
- Chartered Financial Analyst: Full Guide to the CFA Charter
- CFA Renewal: Continuing Education Requirements, Credits and Fees
- CFA Requirements: Complete Eligibility Guide for Every Level
- CFA Reddit Exam Tips: Proven Study Strategies and Advice from Real Charterholders
- CFA Careers and Job Market: Where the Charter Actually Takes You
- Best CFA Online Courses for 2026: Honest Provider Guide
- CFA Practice Tests: Best Resources, Strategy, and Mock Exams
- CFA Salary Outlook: What Charterholders Actually Earn in 2026
- Inside CFA Institute: Dues, Member Societies and Benefits Explained
- CFA Study Materials by Level
- What Is the CFA? Curriculum & Career
- CFA Training Programs: Kaplan, Schweser & Tutors