Dave Welling Location
- Denver, CO, US
Dave Welling Work
- 2017 -now CEO @
- 2016 -2017 Co-General Manager of SS and C Advent @
- 2015 -2016 Head of Advisory Business and GM of Black Diamond @
- 2011 -2015 General Manager of Black Diamond @
- 2009 -2011 Chief Solutions Officer @
- 2006 -2009 VP Advisor Practice Management @
- 2003 -2006 VP Strategy and Segment Management @
- 1999 -2003 VP Marketing @
- 1995 -1997 Consultant @
- now Business Analyst @
Dave Welling Education
- Stanford University
Master of Business Administration
1993-1995 - Middlebury College
Bachelor of Arts (Economics, Creative Writing, Physics)
1986-1990
Dave Welling Skills
- Wealth Management
- Sales Management
- Strategic Partnerships
- Executive Management
- Marketing Strategy
- Business Strategy
- Asset Management
Dave Welling Summary
- Dave Welling, based in Denver, CO, US, is currently a CEO at Mercer Advisors. Dave Welling brings experience from previous roles at SS&C Advent and Black Diamond Performance Reporting, LLC. Dave Welling holds a 1993 - 1995 Master of Business Administration @ Stanford University. With a robust skill set that includes Wealth Management, Sales Management, Strategic Partnerships, Executive Management, Marketing Strategy and more. Dave Welling has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Mercer Advisors Employees
Dave Welling
CEO
Denver, CO, US
Daniel Gourvitch
President
New York, NY, US
Loren Pierson
Chief Operations Officer
Denver, CO, US
Gün Keresteci
Chief Financial Officer
New York, NY, US
Annie Gottbehuet
Managing Director
Walnut Creek, CA, US
Paul Oliva
Managing Partner
Westfield, NJ, US
David Levy
Managing Partner
Bellaire, TX, US
Chris Blackmon
Managing Director, Senior Wealth Manager
Atlanta, GA, US
Chris Walters
Managing Partner
Laguna Hills, CA, US
Elizabeth Hioe
Chief People Officer
Denver, CO, US
Kim Lorenz
Chief Compliance Officer
Denver, CO, US
McKenna Wieser
Regional Vice President
Denver, CO, US
Christine Cataldo
Chief Technology and Digital Officer
Washington, DC, US
Gary Foodim
Chief Marketing Officer and Shareholder
New York, NY, US
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