David Welsh Email & Phone Number
First Vice President, Wealth Management | Financial Advisor | Branch Manager
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David Welsh Location
- Daytona Beach, FL, US
David Welsh Work
- 2009 -now First Vice President, Wealth Management | Financial Advisor | Branch Manager @ Morgan Stanley
- 1994 -2009 Vice President @ Merrill Lynch
David Welsh Education
- New York University
Masters (Real Estate)
1996-1997 - Penn State University
Bachelor of Arts (History)
1990-1994
David Welsh Skills
- Loans
- Wealth Management
- Consumer Lending
- Estate Planning
- Financial Modeling
- Series 63
- Mutual Funds
- Investments
- Loan Origination
- Investment Properties
- Commercial Real Estate
- Real Estate Development
- Real Estate Economics
- Disposition
- Corporate Real Estate
- Real Estate
- Leases
- Contract Negotiation
- Property Management
- Dispositions
- Financial Analysis
- Tenant
- Management
- Tenant Representation
- Budgets
- Construction Management
David Welsh Summary
- David Welsh, based in Daytona Beach, FL, US, is currently a First Vice President, Wealth Management | Financial Advisor | Branch Manager at Morgan Stanley. David Welsh brings experience from previous roles at Merrill Lynch. David Welsh holds a 1996 - 1997 Masters in Real Estate @ New York University. With a robust skill set that includes Loans, Wealth Management, Consumer Lending, Estate Planning, Financial Modeling and more.
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