Freeman Welch Email & Phone Number
Managing Director @ TSG Wealth Management
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Freeman Welch Location
- Long Beach, CA, US
Freeman Welch Work
- 2019 -now Managing Director @
- 1988 -2019 Senior Vice President - Investment Officer @
- 1982 -2018 High School Basketball Referee @ California Basketball Officials Association - Long Beach Unit
- 1988 -2007 Vice President @
- 1982 -1988 Vice President @ Newhard, Cook & Company, Inc.
- 1978 -1982 Manager @ The Federated Group
- 1976 -1978 Manager @ University Stereo
- 1975 -1976 Sales @ Pacific Stereo
Freeman Welch Education
- College for Financial Planning
CFP (CFP Professional Education Program)
1988-1990 - University of San Francisco
CFP (Financial Planning and Investment Management)
1988-1990 - University of Southern California
BA (Journalism)
1974-1975 - Cal State Fullerton
(Business - Journalism)
1971-1974 - Sunny Hills High School, Fullerton, CA 1967-1971
Freeman Welch Skills
- Retirement Planning
- Strategic Planning
- Public Speaking
- Customer Service
- Investments
- Investment Strategies
- Team Building
- Alternative Investments
- Social Media
- Nonprofits
- Fundraising
- Public Relations
- Event Planning
- Hedge Funds
- Program Development
- Community Outreach
- Volunteer Management
- Research
- Charitable Gift Planning
- Higher Education
- Grants
- Sales
- Leadership
- Management
- Teaching
- Grant Writing
- Investment Planning
- Wealth Management
Freeman Welch Summary
- Freeman Welch, based in Long Beach, CA, US, is currently a Managing Director at TSG Wealth Management. Freeman Welch brings experience from previous roles at Wells Fargo Advisors, California Basketball Officials Association - Long Beach Unit, A.G. Edwards & Sons, Inc. and Newhard, Cook & Company, Inc.. Freeman Welch holds a 1988 - 1990 CFP in CFP Professional Education Program @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Strategic Planning, Public Speaking, Customer Service, Investments and more. Freeman Welch has 2 emails on RocketReach.
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