Chloe Welch Email
Investment Analyst @ Fundify
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Chloe Welch Location
- Plano, TX, US
Chloe Welch Work
- Investment Analyst @ (November 2025 - Present)
- Investment Analyst @ (April 2024 - November 2025)
- Investment Analyst Intern @ Big Money Retirement Solutions (November 2023 - March 2024)
- Co-Founder and CFO @ (September 2021 - May 2023)
- Revenue Operations Analyst @ (January 2021 - July 2021)
- Assistant to Project Manager @ Next Evolution Testing (June 2018 - August 2018)
Chloe Welch Education
- Northeastern University
Bachelor of Applied Science - BASc (Finance and Economics)
2019-2023 - International Bilingual School of Provence
International Baccalaureate (HL (Economics, English, Global Politics))
2018-2019
Chloe Welch Skills
- Accounting Software
- Bloomberg Software
- Detail Oriented Research
- Excellent Presentation Skills
- Excellent Written Communication Skills
- Financial Business Plan
- Financial Data Analytics
- Financial Modeling
- Financial Services
- Financial Statement Analysis
- Financial Strategic Analysis
- Investment Analysis
- Kwanti
- Microsoft Excel
- Microsoft Office Suite
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Sharepoint
- Microsoft Teams
- Portfolio Management
- Project Management
- Python (Programming Language)
- Research Data Analysis
- SQL
- Supervised Team
- Training the Street (Applied Excel)
- Training the Street Essentials (Financial Statement Analysis, Mergers)
- Training the Street Essentials (Valuation, Modeling, Origination)
- Visual Basic for Applications (VBA)
- Web Development
Chloe Welch Summary
- Chloe Welch, based in Plano, TX, US, is currently a Investment Analyst at Fundify. Chloe Welch brings experience from previous roles at CSG Investments, Inc., Big Money Retirement Solutions , SOAR Corporation and Mixpanel. Chloe Welch holds a 2019 - 2023 Bachelor of Applied Science - BASc in Finance and Economics @ Northeastern University. With a robust skill set that includes Accounting Software, Bloomberg Software, Detail Oriented Research, Excellent Presentation Skills, Excellent Written Communication Skills and more. Chloe Welch has 1 emails on RocketReach.
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