David Welsch Email & Phone Number
Sr. Vice President @ Callan
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David Welsch Location
- San Francisco, CA, US
David Welsch Work
- 2017 -now Sr. Vice President @
- 2016 -2017 Vice President - Investment Strategy Group @
- 2014 -2016 Manager - Investment Strategy Group @
- 2013 -2014 Analyst - Investment Strategy Group @
- 2011 -2012 Research Consultant @ Phineus Partners
- 2006 -2011 Assistant VP, Relationship Analyst @
- 2004 -2006 Marketing Analyst @
David Welsch Education
- Colgate University
Bachelor of Arts (Economics)
- St. Joseph's Preparatory School
High School
David Welsch Skills
- Financial Modeling
- Investment Strategies
- Hedge Funds
- Investments
- Equities
- Market Analysis
- Asset Management
- Financial Analysis
- Relationship Management
- Private Equity
- Business Relationship Management
- Business Analysis
- Factset
- Excel
- PowerPoint
- Proposal Writing
- Equity Research
- Capital Markets
- Market Research
- Competitive Analysis
- Due Diligence
- Fixed Income
- Bloomberg
- Valuation
- Investor Relations
- Corporate Finance
- Portfolio Management
- Data Analysis
- Business Relationship
- Finance
- Microsoft Office
- Risk Management
- Fixed Income Strategies
- Project Management
- Analytical Skills
David Welsch Summary
- David Welsch, based in San Francisco, CA, US, is currently a Sr. Vice President at Callan. David Welsch brings experience from previous roles at Baker Street Advisors and Phineus Partners. David Welsch holds a Bachelor of Arts in Economics @ Colgate University. With a robust skill set that includes Financial Modeling, Investment Strategies, Hedge Funds, Investments, Equities and more. David Welsch has 1 emails and 2 mobile phone numbers on RocketReach.
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