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Dave Welling Location
Denver, CO, US
Dave Welling Work
CEO @ (June 2017 - Present)
Co-General Manager of SS and C Advent @ (June 2016 - June 2017)
Head of Advisory Business and GM of Black Diamond @ (June 2015 - June 2016)
General Manager of Black Diamond @ (June 2011 - June 2015)
Chief Solutions Officer @ (December 2009 - June 2011)
VP Advisor Practice Management @ (January 2006 - January 2009)
VP Strategy and Segment Management @ (January 2003 - January 2006)
VP Marketing @ (January 1999 - January 2003)
Consultant @ (August 1995 - September 1997)
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 2 emails and 1 mobile phone numbers on RocketReach.
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