Devon Welch Email
Associate Vice President - Insurance @ West Oak Family Office
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Devon Welch Location
- Canada
Devon Welch Work
- 2026 -now Associate Vice President - Insurance @
- 2024 -2026 Senior Life Insurance Consultant @
- 2024 -2024 Financial Services Representative @
- 2015 -2024 Investment Representative @ Quadrus Investment Services Ltd.
- 2019 -2024 Certified Financial Planner @
- 2017 -2019 Director, Advisor Experience @
- 2015 -2019 Financial Security Advisor @
Devon Welch Education
- The University of Winnipeg
Bachelor of Business Administration (B.B.A.) (Marketing)
2010-2015
Devon Welch Skills
- Strategic Planning
- Mutual Funds
- Retirement Planning
- Client Relations
- Investment Strategies
- Life Insurance
- Critical Illness
- Disability Insurance
- Group Insurance
- Event Planning
- Leadership
- Teamwork
- Microsoft Word
- Marketing
- Microsoft Excel
- Retail Sales
- Time Management
- Team Leadership
- Customer Service
- Retail
Devon Welch Summary
- Devon Welch, based in Canada, is currently a Associate Vice President - Insurance at Wellington-Altus Insurance Inc.. Devon Welch brings experience from previous roles at RBC Insurance, Canada Life, Quadrus Investment Services Ltd. and Harmony Financial Solutions Inc.. Devon Welch holds a 2010 - 2015 Bachelor of Business Administration (B.B.A.) in Marketing @ The University of Winnipeg. With a robust skill set that includes Strategic Planning, Mutual Funds, Retirement Planning, Client Relations, Investment Strategies and more. Devon Welch has 1 emails on RocketReach.
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