Ben Welch Email & Phone Number
Strategic Advisor, Coach and Mentor
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Ben Welch Location
- San Diego, CA, US
Ben Welch Work
- Strategic Advisor, Coach and Mentor @ Self Employed (April 2025 - Present)
- Executive Vice President - Head of Banking, Lending and Trading @ (January 2024 - April 2025)
- Executive Vice President - Head of Trading @ (January 2020 - January 2024)
- Managing Director – Institutional Trading and Technology Services @ (January 2017 - January 2020)
- Managing Director – Product Management @ (January 2011 - January 2017)
- Director – iRebal @ (January 2008 - January 2011)
- Senior Manager – Product Management @ (January 2004 - January 2008)
- Registered Representative @ (January 2002 - January 2004)
Ben Welch Education
- Cornell Johnson Graduate School of Management
Accelerating Leader Capability Program
2017-2017 - The Wharton School
Securities Industry Institute Program
2013-2015 - Harvard Law School
Executive Education - Negotiation & Leadership Program
2012-2012 - University at Buffalo
Bachelor of Science - BS (Business Administration)
1998-2002
Ben Welch Skills
- Financial Services
- Business Development
- Change Management
- Wealth Management
- Investment Advisory
- Series 7
- Portfolio Management
- Series 63
- Mutual Funds
- Securities
- Investments
- Asset Management
- Asset Allocation
- Trading
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Retirement Planning
- Equities
- Investment Management
- Business Alliances
- Business Transformation
- Coaching & Mentoring
- Customer Experience
- Digital Innovation
- ETFs
- Employee Engagement
- Equity Valuation
- FINRA
- Financial Planning
- Financial Technology
- Fixed Income
- Morningstar
- Options
- Process Optimization
- Product Management
- Regulatory Compliance
- Retirement
- Risk Management
- Strategic Financial Planning
- Strategic Partnerships
- Strategic Planning
- Wealth Management Services
Ben Welch Summary
- Ben Welch, based in San Diego, CA, US, is currently a Strategic Advisor, Coach and Mentor at Self Employed. Ben Welch brings experience from previous roles at LPL Financial and TD Ameritrade. Ben Welch holds a 2017 - 2017 Accelerating Leader Capability Program @ Cornell Johnson Graduate School of Management. With a robust skill set that includes Financial Services, Business Development, Change Management, Wealth Management, Investment Advisory and more. Ben Welch has 2 emails and 6 mobile phone numbers on RocketReach.
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