David Welsch Email & Phone Number
Sr. Vice President @ Callan
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David Welsch Location
- San Francisco, CA, US
David Welsch Work
- Sr. Vice President @ (October 2017 - Present)
- Vice President - Investment Strategy Group @ (May 2016 - May 2017)
- Manager - Investment Strategy Group @ (January 2014 - May 2016)
- Analyst - Investment Strategy Group @ (April 2013 - January 2014)
- Research Consultant @ Phineus Partners (September 2011 - March 2012)
- Assistant VP, Relationship Analyst @ (May 2006 - June 2011)
- Marketing Analyst @ (March 2004 - May 2006)
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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