Resumes
Resumes
Financial Advisor
View pageLocation:
Boulder, CO
Industry:
Financial Services
Work:
Welch Financial Planning, Llc
Financial Advisor
Financial Advisor
Education:
Washington University In St. Louis 1999 - 2001
Master of Business Administration, Masters Indiana University Bloomington 1987 - 1991
Bachelors, Bachelor of Science Boulder High School 1986
Indiana University
American University
Master of Business Administration, Masters Indiana University Bloomington 1987 - 1991
Bachelors, Bachelor of Science Boulder High School 1986
Indiana University
American University
Skills:
Strategic Financial Planning
Securities
Investments
Finance
Financial Analysis
Strategic Planning
Finra
Budgets
Financial Modeling
Asset Management
Risk Management
Leadership
Due Diligence
Business Development
Marketing Strategy
Investment Advisory
Real Estate Development
Microsoft Office
Valuation
Accounting
Contract Negotiation
Series 7
Retirement Planning
Residential Homes
Communication
Presentations
Proseries
Quickbooks
Financial Planning
Trading
Budgeting
Tax Preparation
Tax Planning
Securities
Investments
Finance
Financial Analysis
Strategic Planning
Finra
Budgets
Financial Modeling
Asset Management
Risk Management
Leadership
Due Diligence
Business Development
Marketing Strategy
Investment Advisory
Real Estate Development
Microsoft Office
Valuation
Accounting
Contract Negotiation
Series 7
Retirement Planning
Residential Homes
Communication
Presentations
Proseries
Quickbooks
Financial Planning
Trading
Budgeting
Tax Preparation
Tax Planning
Interests:
Indiana University
Boulder Valley School District
Boulder High School
Boulder
Murphy's
Louis
Washington University In St
National Journal
Boulder Valley School District
Boulder High School
Boulder
Murphy's
Louis
Washington University In St
National Journal
Tron Welch
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