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Ben Welch Location
San Diego, CA, US
Ben Welch Work
2025 -now Full-time Parent and Part-time Coach, Consultant and Mentor @ Self Employed
2024 -2025 Executive Vice President - Head of Banking, Lending and Trading @
2020 -2024 Executive Vice President - Head of Trading @
2017 -2020 Managing Director – Institutional Trading and Technology Services @
2011 -2017 Managing Director – Product Management @
2008 -2011 Director – iRebal @
2004 -2008 Senior Manager – Product Management @
2002 -2004 Registered Representative @
Ben Welch Education
Cornell Johnson Graduate School of Management 2017-2017
The Wharton School 2013-2015
Harvard Law School 2012-2012
University at Buffalo 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
Ben Welch Summary
Ben Welch, based in San Diego, CA, US, is currently a Full-time Parent and Part-time Coach, Consultant and Mentor at Self Employed. Ben Welch brings experience from previous roles at LPL Financial and TD Ameritrade. Ben Welch holds a 2017 - 2017 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 1 emails and 6 mobile phone numbers on RocketReach.
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